你的位置:股市新闻网 > 财经日历 > 【600421股票】A股公司电商业务夹缝求生(2014-08-19)

【600421股票】A股公司电商业务夹缝求生(2014-08-19)


600421股票——国投中鲁

  8月18日,唯品会召开第二季度业绩说明会,宣布连续七个季度继续盈利。当日,京东宣布与“时尚芭莎”达成战略合作,进军服装领域,打造“快时尚”差异化品牌。分析人士指出,抢占这一领域无疑是唯品会。然而,由于同样来自平台型电子商务巨头的压力,与在海外上市的垂直型电子商务企业相比,参与A股市场电子商务转型的传统制造业和零售业企业的日子更为艰难。
  平台电子商务继续占据主导地位

600421股票

  8月15日,京东在美国上市后交出了第一份成绩单。2014年,京东交易总收入达到2863亿元,同比增长2864亿元。活跃用户数量和订单数量迅速增加。一季度活跃用户数同比增长94%,二季度完成订单数同比增长126%。这也意味着,与去年同期相比,京东的核心数据几乎翻了一番。
  京东核心数据增长的背后,是日用品和开放平台的增长。“京东”品牌其实是在营造一种“时尚”的氛围,而“京东”品牌则是在撕裂其他3C类服装。8月18日,京东宣布与fashion bazaar开展战略合作,重点打造“快时尚”差异化品牌。

600421股票——600766

  目前,京东正在下沉渠道,开放更多的在线销售平台和物流平台,与阿里巴巴展开竞争。分析人士指出,与自营平台较低的毛利率水平相比,开放平台通过流量实现,其广告和佣金的盈利模式使得毛利率较高。

  阿里巴巴长期以来的财务表现也支持这些分析师的观点。根据阿里巴巴6月份最新财务数据,阿里巴巴集团2014财年(截至2014年3月31日)总收入525.04亿元,同比增长52.1%;利润234.03亿元,同比增长170.6%。
  分析人士指出,阿里巴巴和京东的资金、活跃用户数量、品类和运营经验是其他新进入者无法逾越的,这也为其他电子商务的发展设置了障碍。统计数据显示,目前京东自营电子商务的市场份额已达54.3%,比去年提高了近6个百分点,从而挤压了二线电子商务的市场份额。

600421股票——南方泵业

  垂直电子商务精耕细作
  “大平台电子商务的快速扩张是垂直电子商务创业的最佳时机。”一位电子商务从业者表达了不同的看法。他认为,专业垂直电子商务可以实现集约培育和快速增长。

  根据唯品会2014年第二季度未经审计的财务报告,第二季度,公司净收入总额为8.294亿美元,同比增长136.1%,超过此前预计的7.8亿美元至7.9亿美元;实现归属于公司股东的净利润2640万美元,同比增长192.1%。这是唯品会连续第七个季度实现连续盈利。

600421股票——上海养老

  过去,唯品会专注于服装领域。唯品会通过特卖、闪购、裁剪等方式,打造了二三线品牌,攻克了三四线城市。目前,唯品会正在向化妆品、亲子、家装等女性用户青睐的品类拓展。唯品会独特的销售模式使其成为资本市场的目标。唯品会的股价已经从上市时的6美元飙升至229美元,上涨了37倍。
  垂直电子商务的成功案例也很多,比如食品快餐领域的第一店、生鲜领域的新秀顺丰优轩、已经上市的化妆品垂直电子商务聚美优品、蘑菇街的美立硕等,差异化竞争是垂直电子商务的出路。“每一个垂直领域的B2C电子商务都有机会,但自主发展的机会有限,只有一两个胜出。”独立电子商务行业观察人士李成东指出。

  “工业控制也是必不可少的。”Industry insiders pointed out that vertical e-commerce needs to be professional in terms of brand positioning, brand imagination, brand communication, product design, packaging, development, canning and delivery cycle, even in the supplier field.

  Industry insiders pointed out that vertical e-commerce is too narrow, because if this field is too narrow, it can not support a relatively independent platform, and it is difficult to meet the customer experience.That is to say, vertical e-commerce also needs to do deep research in the industry.
  A-share e-commerce to survive

  Most of the major domestic e-commerce enterprises choose to be listed overseas.Some A-share listed companies only set foot in e-commerce business, although many of them have invested in self built e-commerce platforms.
  According to the statistics of tonghuashun, 65 A-share companies have the concept of e-commerce.As of August 18, 21 e-commerce concept companies have published their semi annual reports.Among them, Shenzhen Huaqiang’s performance is eye-catching.In the first half of the year, the company achieved an operating revenue of 1.832 billion yuan, a year-on-year increase of 219.75%; the net profit attributable to the parent company was 351 million yuan, a year-on-year increase of 369.04%.However, the main reason for its performance growth is that it carried forward the sales revenue of supporting properties in Shijiazhuang electronic professional market in this period.In fact, Shenzhen Huaqiang led e-commerce trading center just obtained the approval from the government and completed the business registration procedures on February 25 this year.The trading center will focus on the spot trading of bulk commodities in the upstream and downstream of the electronic information industry.It is a place for financial services, warehousing services, quality inspection services, logistics services, information exchange and other services.At present, it has not been substantially launched.

  Suning cloud business is the most typical e-commerce company in a shares.At present, Suning cloud business is in the period of Internet transformation, and its e-commerce business is in the state of loss.Suning cloud business released its performance express on the evening of July 30.In the first half of 2014, the company achieved an operating revenue of 51.160 billion yuan, a year-on-year decrease of 7.87%; the net profit attributable to the shareholders of the listed company was -749 million yuan, a year-on-year profit of 734 million yuan; and the basic earnings per share was -0.10 yuan.Suning has transformed from a traditional retail channel to the Internet.Its e-commerce platform, Suning e-buy, is far from Jingdong and Ali in terms of market share.在用户体验、丰富的品类和物流方面也需要改进。
  分析人士指出,参与电子商务概念的企业多为传统制造业,大多通过电子商务平台销售产品,或自建电子商务平台主要用于营销。未来,这些传统企业的电商平台出路可能会嫁接到京东、阿里巴巴等电商平台。

  A股电子商务概念公司中期业绩
  证券代码证券名称2013年上半年2014年上半年增长率(%)2013年上半年2014年上半年增长率(%)

  营业总收入营业总收入净利润净利润
  (万元)

  600057.sh翔宇1448740.19 2187846.90 51.02-4501.01 15959.56掉头损失
  000062.sz深圳华强57302.72 183223.97 219.75 7477.31 35071.60 369.04

  002553.sz南轴承13180.63 15079.78 14.41 2261.05 3446.37 52.42
  002210.sz飞马国际990704.12 1463520.99 47.73 5976.67 8878.20 48.55

  300178.sz腾邦国际18028.31 21867.28 21.29 4046.58 5842.47 44.38
  600337.sh默克家居125260.82 127110.54 1.48 7085.65 9374.44 32.30

  30000 5.深圳探路者51400.68 62245.06 21.10 9661.88 12264.27 26.93
  600446.sh金正83917.20 101433.28 20.87 3682.76 4432.49 20.36

  英寸418.59.420.01英寸5160.420.01英寸
  000587.sz金业珠宝355762.02 431851.65 21.39 5848.44 6842.47 17.00

  300033.sz通华顺8438.27 10579.80 25.38 1089.43 1271.11 16.68
  000726.sz鲁泰a 306049.53 311422.66 1.76 41617.59 47688.03 14.59

  恰食品
  002242.sz九阳248735.81 263428.69 5.91 25369.41 27827.22 9.69

  002441.sz中业达289400.58 328481.07 13.50 11066.00 12002.25 8.46
  002291.sz周六89705.78 87802.55-2.12 3104.56 3332.60 7.35

  300002.sz神州泰悦95558.56 113310.83 18.58 26868.97 21991.29-18.15
  603001.sh奥康国际149194.46 145096.58-2.75 21277.68 15815.99-25.67

  002640.sz百元裤18961.24 19834.50 4.61 2064.78 1139.60-44.81
  600415.sh商品城177693.62 1965 19.41 10.59 40504.73 20139.77-50.28

  300226.sz上海钢联63124.85 91669.72 45.22 1107.72 80.11-92.77
  数据来源:通化顺Ifind

以上是由奥德菲网为您整理编辑【600421股票】A股公司电商业务夹缝求生的全部内容,旨在促进信息交流。同时,为您提供国投中鲁、南方泵业、600766、上海养老等文章资讯。

声明:本文观点与本站立场无关,不承担任何责任。部分内容文章及图片来自互联网或自媒体,版权归属于原作者,不保证该信息的准确性、真实性、完整性、有效性、及时性、原创性等,如无意侵犯媒体或个人知识产权,请来电或致函告之,本站将在第一时间处理。未经证实的信息仅供参考,不做任何投资和交易根据,据此操作风险自担。本站拥有对此声明的最终解释权。

转载请注明:股市新闻网 » 【600421股票】A股公司电商业务夹缝求生(2014-08-19)

发表评论

电子邮件地址不会被公开。 必填项已用*标注

金融资讯近期文章

随机推荐

热门标签