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shellyc

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- shellycshellyc
  ·2023-04-06
  [微笑] [微笑] [微笑] [微笑] [微笑]
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- shellycshellyc
  ·2021-08-09
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- shellycshellyc
  ·2021-07-30
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- shellycshellyc
  ·2021-07-28
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  Apple's earnings report once again surprised four, all indicators exceeded expectations, and the stock price fell back after hours
  苹果于周二美股盘后发布2021财年三季报（即2021自然年第二季度业绩），季度成绩惊艳四座，各项数据均超过市场预期。营收创历史新高，净利润同比接近翻倍，iPhone销售同比激增近50%，服务收入再创历
  Apple's earnings report once again surprised four, all indicators exceeded expectations, and the stock price fell back after hours
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- shellycshellyc
  ·2021-07-09
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- shellycshellyc
  ·2021-07-04
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- shellycshellyc
  ·2021-07-03
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- shellycshellyc
  ·2021-07-02
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- shellycshellyc
  ·2021-06-26
  Uolp
  "The first fresh stock" Daily Youxian broke and opened, falling more than 18% at the beginning of the session
  截止2021年3月31日的三个月，每日优鲜净营收为15.302亿元。
  "The first fresh stock" Daily Youxian broke and opened, falling more than 18% at the beginning of the session
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- shellycshellyc
  ·2021-06-22
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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948275888","isVote":1,"tweetType":1,"viewCount":2282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898081054,"gmtCreate":1628459546078,"gmtModify":1703506293393,"author":{"id":"3585774809391416","authorId":"3585774809391416","name":"shellyc","avatar":"https://static.tigerbbs.com/a94100801e5f9c3042bd6e2e15ad8298","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585774809391416","idStr":"3585774809391416"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898081054","repostId":"1178435073","repostType":4,"isVote":1,"tweetType":1,"viewCount":2518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806104677,"gmtCreate":1627638127899,"gmtModify":1703493844259,"author":{"id":"3585774809391416","authorId":"3585774809391416","name":"shellyc","avatar":"https://static.tigerbbs.com/a94100801e5f9c3042bd6e2e15ad8298","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585774809391416","idStr":"3585774809391416"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806104677","repostId":"1185291608","repostType":4,"isVote":1,"tweetType":1,"viewCount":2273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803847976,"gmtCreate":1627433784695,"gmtModify":1703489811597,"author":{"id":"3585774809391416","authorId":"3585774809391416","name":"shellyc","avatar":"https://static.tigerbbs.com/a94100801e5f9c3042bd6e2e15ad8298","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585774809391416","idStr":"3585774809391416"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/803847976","repostId":"1121684255","repostType":4,"repost":{"id":"1121684255","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627424128,"share":"https://ttm.financial/m/news/1121684255?lang=en_US&edition=fundamental","pubTime":"2021-07-28 06:15","market":"us","language":"zh","title":"Apple's earnings report once again surprised four, all indicators exceeded expectations, and the stock price fell back after hours","url":"https://stock-news.laohu8.com/highlight/detail?id=1121684255","media":"老虎资讯综合","summary":"苹果于周二美股盘后发布2021财年三季报（即2021自然年第二季度业绩），季度成绩惊艳四座，各项数据均超过市场预期。营收创历史新高，净利润同比接近翻倍，iPhone销售同比激增近50%，服务收入再创历","content":"<p>Apple released its third quarter report for fiscal year 2021 (that is, the second quarter results for the natural year of 2021) after the U.S. stock market closed on Tuesday. The quarterly results were amazing, and all data exceeded market expectations. Revenue hit a record high, net profit nearly doubled year-on-year, iPhone sales surged nearly 50% year-on-year, and service revenue hit a record high again. But Apple CEO Cook said in a conference call: The chip shortage has greatly affected the sales of Mac and iPad, otherwise this quarter would be better. In addition, tight chip supply and high transportation costs will put pressure on subsequent performance.</p><p>Apple's stock price fell back from a high level, closing down 1.5% on Tuesday at US $146.77. After hours, the stock price turned from rising to falling, falling 1.48% as of press time. The company's market value still exceeds US $2.4 trillion, ranking first in the US market value.<img src=\"https://static.tigerbbs.com/b1c7358d4f1168881c8071a7e50cd849\" tg-width=\"1542\" tg-height=\"1438\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/RN?name=RNLive&rndata={\"liveId\":\"16272656629834\"}\" target=\"_blank\"><b>Apple FY2021Q3 results conference call</b></a><b></b></p><p>Details of fiscal third quarter results:</p><p><ul><li>Total revenue was US $81.4 billion, a year-on-year increase of 36%, far exceeding market expectations of US $73.8 billion, creating the best third-quarter revenue in the company's history</li><li>Net profit was US $21.744 billion, a year-on-year increase of 93%, and diluted earnings per share (EPS) was US $1.30, doubling year-on-year, which was also higher than market expectations of US $1.01.</li><li>Among them, hardware product revenue was US $63.95 billion, higher than market expectations of US $58.18 billion; Revenue from the service business was US $17.49 billion, a record high for two consecutive quarters, a year-on-year increase of 33%<b>，</b>It was higher than analysts' expectations of $16.32 billion and higher than the growth rate of 26.7% in the previous fiscal quarter;</li><li>Quarterly gross profit margin was 43.3%, which was also higher than the expected 41.9%; Quarterly operating profit was $24.126 billion, up from $13.091 billion in the same period last year.</li></ul><b>In terms of product lines, Apple has achieved double-digit percentage year-on-year revenue growth in all product categories for three consecutive quarters, while the iPhone is not weak in the off-season;</b><img src=\"https://static.tigerbbs.com/4645adcd3f7499969d904dd8973cb926\" tg-width=\"1026\" tg-height=\"318\" referrerpolicy=\"no-referrer\"></p><p><ul><li>iPhone revenue in the quarter was US $39.57 billion, a year-on-year increase of 49.78%, exceeding market expectations of US $34.5 billion;</li><li>iPad revenue in the quarter was US $7.37 billion, a year-on-year increase of 12%, higher than market expectations of US $7.13 billion.</li><li>Mac revenue in the quarter was US $8.24 billion, a year-on-year increase of 16%, higher than market expectations of US $8 billion, but worse than the record high of US $9.1 billion in the first quarter.</li><li>Revenue from wearable devices, household goods and peripheral products in the quarter was US $8.78 billion, a year-on-year increase of 36%, higher than the expected US $7.6 billion.</li></ul><img src=\"https://static.tigerbbs.com/7bb1355a6d1dba7fdb82e2f1080709ed\" tg-width=\"826\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p><p><ul><li>The net revenue of the much-watched service business was US $17.486 billion, compared with US $13.156 billion in the same period last year, a year-on-year increase of 33%. This growth rate was higher than the 26.7% increase in the previous quarter.</li></ul><img src=\"https://static.tigerbbs.com/bf345163556353fb6796cb26a428fc67\" tg-width=\"500\" tg-height=\"291\" referrerpolicy=\"no-referrer\">In terms of regions, Apple achieved double-digit percentage growth in all regions in the same third fiscal quarter, and its Greater China region performed strongly, with a year-on-year increase of 58%:</p><p><ul><li>Net revenue from the Americas market was US $35.870 billion, compared with US $27.018 billion in the same period last year;</li><li>Net revenue from the European market was US $18.943 billion, compared with US $14.173 billion in the same period last year;</li><li>Net revenue in Greater China was US $14.762 billion, compared with US $9.329 billion in the same period last year, a year-on-year increase of 58%;</li><li>Net revenue in Japan was US $6.464 billion, compared with US $4.966 billion in the same period last year;</li><li>Net revenue in the rest of Asia-Pacific was US $5.395 billion, compared with US $4.199 billion in the same period last year.<img src=\"https://static.tigerbbs.com/ce16bed953b733de1347a9e299d82745\" tg-width=\"1020\" tg-height=\"332\" referrerpolicy=\"no-referrer\"></li></ul>In addition, Apple's board of directors announced a cash Dividend of $0.22 per share. Apple spent $29 billion on shareholder returns in the quarter, the statement showed. CFO Mestri revealed that the company has repurchased nearly $450 billion in shares in recent years.</p><p>It is worth noting that Apple did not include performance guidance for the next quarter in its financial report. It is the sixth consecutive quarter since the epidemic that it has not issued guidance. The company expects revenue in the next fiscal quarter to remain a \"very strong double-digit percentage year-on-year growth rate.\", but may be slower than the third fiscal quarter. CFO Mestri expects iPhone and iPad supply to be constrained and growth to slow in the next quarter.</p><p>Cook said: Apple can do better this quarter if it can solve the problems related to the chip shortage, which has greatly affected Mac and iPad sales. Tight chip supplies could affect its iPhone and iPad sales in September, although the chips in short supply are \"legacy nodes\" of older kinds of chips, not the processors that power Apple devices. Cook also said in a conference call with analysts that the company believes freight costs are high.</p><p>When explaining Apple's next growth engine-service revenue, Cook revealed that sub-businesses such as music, video, cloud services, advertising and payments have all hit new highs, \"showing that our long-term investment in service strategy is succeeding.\" Apple currently has 700 million paid subscribers, 150 million more than the same period last year, but this data includes the number of people who subscribe to an app through its app store.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's earnings report once again surprised four, all indicators exceeded expectations, and the stock price fell back after hours</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's earnings report once again surprised four, all indicators exceeded expectations, and the stock price fell back after hours\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-28 06:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple released its third quarter report for fiscal year 2021 (that is, the second quarter results for the natural year of 2021) after the U.S. stock market closed on Tuesday. The quarterly results were amazing, and all data exceeded market expectations. Revenue hit a record high, net profit nearly doubled year-on-year, iPhone sales surged nearly 50% year-on-year, and service revenue hit a record high again. But Apple CEO Cook said in a conference call: The chip shortage has greatly affected the sales of Mac and iPad, otherwise this quarter would be better. In addition, tight chip supply and high transportation costs will put pressure on subsequent performance.</p><p>Apple's stock price fell back from a high level, closing down 1.5% on Tuesday at US $146.77. After hours, the stock price turned from rising to falling, falling 1.48% as of press time. The company's market value still exceeds US $2.4 trillion, ranking first in the US market value.<img src=\"https://static.tigerbbs.com/b1c7358d4f1168881c8071a7e50cd849\" tg-width=\"1542\" tg-height=\"1438\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/RN?name=RNLive&rndata={\"liveId\":\"16272656629834\"}\" target=\"_blank\"><b>Apple FY2021Q3 results conference call</b></a><b></b></p><p>Details of fiscal third quarter results:</p><p><ul><li>Total revenue was US $81.4 billion, a year-on-year increase of 36%, far exceeding market expectations of US $73.8 billion, creating the best third-quarter revenue in the company's history</li><li>Net profit was US $21.744 billion, a year-on-year increase of 93%, and diluted earnings per share (EPS) was US $1.30, doubling year-on-year, which was also higher than market expectations of US $1.01.</li><li>Among them, hardware product revenue was US $63.95 billion, higher than market expectations of US $58.18 billion; Revenue from the service business was US $17.49 billion, a record high for two consecutive quarters, a year-on-year increase of 33%<b>，</b>It was higher than analysts' expectations of $16.32 billion and higher than the growth rate of 26.7% in the previous fiscal quarter;</li><li>Quarterly gross profit margin was 43.3%, which was also higher than the expected 41.9%; Quarterly operating profit was $24.126 billion, up from $13.091 billion in the same period last year.</li></ul><b>In terms of product lines, Apple has achieved double-digit percentage year-on-year revenue growth in all product categories for three consecutive quarters, while the iPhone is not weak in the off-season;</b><img src=\"https://static.tigerbbs.com/4645adcd3f7499969d904dd8973cb926\" tg-width=\"1026\" tg-height=\"318\" referrerpolicy=\"no-referrer\"></p><p><ul><li>iPhone revenue in the quarter was US $39.57 billion, a year-on-year increase of 49.78%, exceeding market expectations of US $34.5 billion;</li><li>iPad revenue in the quarter was US $7.37 billion, a year-on-year increase of 12%, higher than market expectations of US $7.13 billion.</li><li>Mac revenue in the quarter was US $8.24 billion, a year-on-year increase of 16%, higher than market expectations of US $8 billion, but worse than the record high of US $9.1 billion in the first quarter.</li><li>Revenue from wearable devices, household goods and peripheral products in the quarter was US $8.78 billion, a year-on-year increase of 36%, higher than the expected US $7.6 billion.</li></ul><img src=\"https://static.tigerbbs.com/7bb1355a6d1dba7fdb82e2f1080709ed\" tg-width=\"826\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p><p><ul><li>The net revenue of the much-watched service business was US $17.486 billion, compared with US $13.156 billion in the same period last year, a year-on-year increase of 33%. This growth rate was higher than the 26.7% increase in the previous quarter.</li></ul><img src=\"https://static.tigerbbs.com/bf345163556353fb6796cb26a428fc67\" tg-width=\"500\" tg-height=\"291\" referrerpolicy=\"no-referrer\">In terms of regions, Apple achieved double-digit percentage growth in all regions in the same third fiscal quarter, and its Greater China region performed strongly, with a year-on-year increase of 58%:</p><p><ul><li>Net revenue from the Americas market was US $35.870 billion, compared with US $27.018 billion in the same period last year;</li><li>Net revenue from the European market was US $18.943 billion, compared with US $14.173 billion in the same period last year;</li><li>Net revenue in Greater China was US $14.762 billion, compared with US $9.329 billion in the same period last year, a year-on-year increase of 58%;</li><li>Net revenue in Japan was US $6.464 billion, compared with US $4.966 billion in the same period last year;</li><li>Net revenue in the rest of Asia-Pacific was US $5.395 billion, compared with US $4.199 billion in the same period last year.<img src=\"https://static.tigerbbs.com/ce16bed953b733de1347a9e299d82745\" tg-width=\"1020\" tg-height=\"332\" referrerpolicy=\"no-referrer\"></li></ul>In addition, Apple's board of directors announced a cash Dividend of $0.22 per share. Apple spent $29 billion on shareholder returns in the quarter, the statement showed. CFO Mestri revealed that the company has repurchased nearly $450 billion in shares in recent years.</p><p>It is worth noting that Apple did not include performance guidance for the next quarter in its financial report. It is the sixth consecutive quarter since the epidemic that it has not issued guidance. The company expects revenue in the next fiscal quarter to remain a \"very strong double-digit percentage year-on-year growth rate.\", but may be slower than the third fiscal quarter. CFO Mestri expects iPhone and iPad supply to be constrained and growth to slow in the next quarter.</p><p>Cook said: Apple can do better this quarter if it can solve the problems related to the chip shortage, which has greatly affected Mac and iPad sales. Tight chip supplies could affect its iPhone and iPad sales in September, although the chips in short supply are \"legacy nodes\" of older kinds of chips, not the processors that power Apple devices. Cook also said in a conference call with analysts that the company believes freight costs are high.</p><p>When explaining Apple's next growth engine-service revenue, Cook revealed that sub-businesses such as music, video, cloud services, advertising and payments have all hit new highs, \"showing that our long-term investment in service strategy is succeeding.\" Apple currently has 700 million paid subscribers, 150 million more than the same period last year, but this data includes the number of people who subscribe to an app through its app store.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121684255","content_text":"苹果于周二美股盘后发布2021财年三季报（即2021自然年第二季度业绩），季度成绩惊艳四座，各项数据均超过市场预期。营收创历史新高，净利润同比接近翻倍，iPhone销售同比激增近50%，服务收入再创历史新高。但苹果CEO库克却在电话会中称：芯片短缺问题很大程度影响了Mac和iPad的销售，否则本季度会更好。此外，芯片供应紧张和运输费用过高会给后续业绩造成压力。\n苹果股价高位回落，周二收跌1.5%，报146.77美元，盘后股价由涨转跌，截止发稿跌1.48%，公司市值仍超2.4万亿美元，稳居美市值之冠。苹果FY2021Q3业绩电话会\n第三财季业绩详情：\n\n总营收814亿美元，同比增36%，远超市场预期的738亿美元，创公司史上最佳第三财季营收\n净利润217.44亿美元，同比增长93%，摊薄后每股收益（EPS）1.30美元，同比翻倍，也高于市场预期的1.01美元。\n其中，硬件产品营收639.5亿美元，高于市场预期的581.8亿美元；来自服务业务营收174.9亿美元，连续两个季度历史新高，同比增33%，高于分析师预期的163.2亿美元，也高于上一财季的增速26.7%；\n季度毛利率为43.3%，同样高于预期的41.9%；季度运营利润为241.26亿美元，高于去年同期的130.91亿美元。\n\n分产品线来看，苹果连续三个季度在所有产品类别上均实现了双位数百分比的同比营收涨幅，而iPhone淡季不淡；\n\n当季iPhone营收395.7亿美元，同比劲增49.78%，超过市场预期的345亿美元；\n当季iPad营收73.7亿美元，同比增12%，高于市场预期的71.3亿美元。\n当季Mac营收82.4亿美元，同比增16%，高于市场预期的80亿美元，但逊于一季度91亿美元所创的历史最高。\n当季可穿戴设备、居家用品及周边产品营收87.8亿美元，同比增36%，高于预期的76亿美元。\n\n\n\n备受关注的服务业务净营收为174.86亿美元，相比之下去年同期为131.56亿美元，同比增长33%，这个一增速高于上一季度26.7%增幅。\n\n分地区看，同样第三财季苹果在所有地区实现了双位数百分比的增幅，其大中华地区表现强劲，同比增长58%：\n\n来自美洲市场的净营收为358.70亿美元，相比之下去年同期为270.18亿美元；\n来自欧洲市场净营收为189.43亿美元，相比之下去年同期为141.73亿美元；\n大中华区净营收为147.62亿美元，相比之下去年同期为93.29亿美元，同比增幅达58%；\n日本区净营收为64.64亿美元，相比之下去年同期为49.66亿美元；\n亚太其他地区净营收为53.95亿美元，相比之下去年同期为41.99亿美元。\n\n此外，苹果董事会宣布派发每股0.22美元的现金股息。声明显示，苹果在该季度股东回报上花费了290亿美元。CFO梅斯特里透露，该公司近年来回购了近4500亿美元的股票。\n值得注意的是，苹果在财报中并没有下季度业绩指引，是疫情以来连续第六个季度没有发布指引，公司预计下一财季营收仍是“非常强劲的两位数百分比同比增速”，但可能会慢于第三财季。CFO梅斯特里预计下一个季度iPhone和iPad的供应将会受限，增长将放缓。\n库克称：如果能解决芯片短缺有关的问题，苹果本季度可以做得更好，芯片短缺极大程度影响了Mac和iPad的销售。芯片供应紧张可能会影响其9月份的iPhone和iPad销售，尽管短缺的芯片是旧种类芯片的 \"遗留节点\"，而不是为苹果设备提供动力的处理器。库克在与分析师的电话会议上还表示，该公司认为货运成本很高。\n在解释苹果的下一个增长引擎——服务收入时，库克透露，音乐、视频、云服务、广告和支付等分项业务均创新高，“显示我们对服务战略的长期投资正在取得成功”。苹果目前拥有7亿付费订阅用户，比去年同期多出1.5 亿，不过该数据包括通过其应用商店订阅某款app的人数。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143823612,"gmtCreate":1625788449436,"gmtModify":1703748450807,"author":{"id":"3585774809391416","authorId":"3585774809391416","name":"shellyc","avatar":"https://static.tigerbbs.com/a94100801e5f9c3042bd6e2e15ad8298","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585774809391416","idStr":"3585774809391416"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/143823612","repostId":"2149632317","repostType":4,"isVote":1,"tweetType":1,"viewCount":2888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155315511,"gmtCreate":1625375360033,"gmtModify":1703741013901,"author":{"id":"3585774809391416","authorId":"3585774809391416","name":"shellyc","avatar":"https://static.tigerbbs.com/a94100801e5f9c3042bd6e2e15ad8298","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585774809391416","idStr":"3585774809391416"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155315511","repostId":"2148380082","repostType":4,"isVote":1,"tweetType":1,"viewCount":2497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152220455,"gmtCreate":1625298793377,"gmtModify":1703740203649,"author":{"id":"3585774809391416","authorId":"3585774809391416","name":"shellyc","avatar":"https://static.tigerbbs.com/a94100801e5f9c3042bd6e2e15ad8298","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585774809391416","idStr":"3585774809391416"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152220455","repostId":"1188688591","repostType":4,"isVote":1,"tweetType":1,"viewCount":3435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156962607,"gmtCreate":1625191017309,"gmtModify":1703738011003,"author":{"id":"3585774809391416","authorId":"3585774809391416","name":"shellyc","avatar":"https://static.tigerbbs.com/a94100801e5f9c3042bd6e2e15ad8298","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585774809391416","idStr":"3585774809391416"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156962607","repostId":"1129796608","repostType":4,"isVote":1,"tweetType":1,"viewCount":2356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125130358,"gmtCreate":1624663129674,"gmtModify":1703842914442,"author":{"id":"3585774809391416","authorId":"3585774809391416","name":"shellyc","avatar":"https://static.tigerbbs.com/a94100801e5f9c3042bd6e2e15ad8298","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585774809391416","idStr":"3585774809391416"},"themes":[],"htmlText":"Uolp","listText":"Uolp","text":"Uolp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125130358","repostId":"1179112703","repostType":4,"repost":{"id":"1179112703","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624641115,"share":"https://ttm.financial/m/news/1179112703?lang=en_US&edition=fundamental","pubTime":"2021-06-26 01:11","market":"us","language":"zh","title":"\"The first fresh stock\" Daily Youxian broke and opened, falling more than 18% at the beginning of the session","url":"https://stock-news.laohu8.com/highlight/detail?id=1179112703","media":"老虎资讯综合","summary":"截止2021年3月31日的三个月，每日优鲜净营收为15.302亿元。","content":"<p>On June 25th, \"the first stock of fresh food e-commerce\"<a href=\"https://laohu8.com/S/MF\">Daily excellent fresh</a>Officially landed on the U.S. stock market, the company's IPO was priced at US $13. It opened at US $10.65 today, a drop of more than 18% at the beginning of the session, and its total market value exceeded US $2.5 billion.</p><p><img src=\"https://static.tigerbbs.com/a26741e6bf10a3c331c1b43354d5e31c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Daily Youxian issued a total of 21 million shares (including 24.15 million shares of Green Shoes) of American Depositary Shares (ADS) in this IPO. Based on the issue price of US $13, Daily Youxian's IPO raised approximately US $300 million.</p><p>Xu Zheng, founder and CEO of Daily Fresh, said at the listing ceremony that listing is not the goal and end point of Daily Fresh, but a new starting point for us to fulfill our mission and realize our vision. The digitalization of community retail has come to the eve of a big explosion. Facing the competition in the second half, Daily Youxian will never end to exploring the community retail industry.</p><p><img src=\"https://static.tigerbbs.com/8a45b68d6410257cdce765e8be0dc67b\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p><b>Layout the community retail market of 10 trillion yuan, the main model is (A + B) x N</b></p><p>Daily Youxian was established in October 2014. The founders Xu Zheng and Zeng Bin had previously worked in<a href=\"https://laohu8.com/S/00992\">Lenovo Group</a>He has worked for more than ten years and served as an executive of Lenovo Joyvio Group. In May 2015, Daily Youxian pioneered the instant retail business of front warehouse, and became a mobile e-commerce company focusing on providing consumers with high-quality fresh food, covering all categories such as fruits and vegetables, seafood, meat and poultry, milk snacks, etc. As of March 31, 2021, Daily Youxian has established 631 front-end warehouses in 16 cities in China, with a cumulative trading users of over 31 million, and providing services that take an average of 39 minutes.</p><p>On June 9, Daily Youxian officially submitted a prospectus to the U.S. Securities and Exchange Commission. The most interesting part was a detailed display of this year's updated (A + B) x N strategy (<b>A: Front warehouse instant retail, B: smart food market, N: retail cloud</b>), revealed its ambitions in the larger community retail track. Compared with the past, more people's understanding of daily fresh food still stays in fresh online shopping. However, on the eve of listing, Daily Youxian quietly announced its platform model. Daily Youxian's transformation from a vertical self-operated company to a platform is actually from a trading company to a road-building company, and it also puts itself in a larger market.</p><p><img src=\"https://static.tigerbbs.com/9f1b9b7e8f3af7ffa0d9b3758f5340ef\" tg-width=\"550\" tg-height=\"698\" referrerpolicy=\"no-referrer\"></p><p>The diversified layout of Daily Fresh has broken its limited definition of \"fresh e-commerce\". In the future, Daily Fresh will continue to give full play to its own advantages and always pay attention to market trends, give full play to its own advantages, and follow the trend.</p><p>According to the data in the prospectus, in 2018, the net revenue of Daily Youxian was about 3.5467 billion yuan, which increased to 6.0014 billion yuan in 2019 and reached 6.1304 billion yuan in 2020. For the three months ended March 31, 2020, Daily Youxian's net revenue was 1.6898 billion yuan, and for the three months ended March 31, 2021, the net revenue was 1.5302 billion yuan. GMV increased from 4.7259 billion yuan in 2018 to 7.6147 billion yuan in 2020, with a compound annual growth rate of 26.9%. The data shows that the average customer unit price of real-time retail in the daily Youxian front warehouse is 94.6 yuan.</p><p>Daily Youxian pioneered the front-end warehouse model in May 2015. At present, it has opened 631 front-end warehouses in 16 first-and second-tier cities across the country, providing consumers with over 4,300 fast-delivery products and an average service of 39 minutes. At present, it has more than 31 million cumulative trading users, and its GMV in 2020 is 7.6 billion yuan. In the second half of 2020, Daily Youxian launched a smart vegetable market business, and plans to promote the standardization of vegetable markets and upgrade to small fresh community shopping malls. As of May 31, 2021, it has signed operation agreements with 54 vegetable markets in 14 cities, and started operations in 33 vegetable markets in 10 cities.</p><p>In addition, the data in the prospectus shows that the average customer unit price of 94.6 yuan per day is the highest in the industry, and the performance expense ratio has continued to drop from 34.9% in 2018 to 25.7% in 2020. Higher than the industry average.</p><p><b>The digitalization of community retail has come to the eve of a big explosion</b></p><p>In terms of users, from 2018 to 2020, the number of effective users of Youxian every day was 5.1 million, 7.2 million and 8.7 million respectively, and the average consumption of effective users was 558.0 yuan, 690.4 yuan and 712.8 yuan respectively. In view of the fact that Daily Youxian defines effective users as \"transaction users whose product payment after deducting discounts and coupons is greater than the cost of related products sold\", it therefore has a group of positive profit contribution users whose number and transaction volume are increasing year by year.</p><p><img src=\"https://static.tigerbbs.com/d67526d2a1198afcce6a244be378ea5f\" tg-width=\"590\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p><p>In addition, the average daily customer unit price of Youxian is 94.6 yuan, which is higher than other front-end warehouse companies in the industry. The proportion of its core users (users who have placed orders 4 or more times in at least one month in a certain year) among transaction users has increased from 14.9% in 2018 to 21.1% in 2020. As of March 31, 2021, The annual consumption of core users reaches 2,106 yuan.</p><p>Xu Zheng mentioned in his speech, \"Although today is an important moment in the seven years since Youxian started its business, as a company with the goal of continuously, frantically and long-term value creation, I hope that everyone in Youxian can maintain Always Day One's entrepreneurial mentality.\"</p><p>He said that as an enterprise with the goal of pursuing long-term value, Daily Youxian will maintain the mentality of always day one and continue to explore in the field of community retail digitalization, so that more families can enjoy a high-quality shopping experience and help more merchants achieve efficient management and operation.</p><p>The digitalization of community retail will be the largest incremental and fastest growing market in China in the future. According to iResearch data, from 2020 to 2025, the scale of the community retail industry is expected to increase from 11.9 trillion to 15.7 trillion, and the online penetration rate of community retail will increase from 20.9% to 45.5%, which means that by 2025 In 2025, the scale of China's digital community retail industry will reach 7.2 trillion.</p><p>As Xu Zheng said, listing is a new starting point. The digitalization of community retail has come to the eve of a big explosion. In the second half of the competition, community retail platforms are facing not only business disputes, but also capital disputes.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"The first fresh stock\" Daily Youxian broke and opened, falling more than 18% at the beginning of the session</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"The first fresh stock\" Daily Youxian broke and opened, falling more than 18% at the beginning of the session\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-26 01:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 25th, \"the first stock of fresh food e-commerce\"<a href=\"https://laohu8.com/S/MF\">Daily excellent fresh</a>Officially landed on the U.S. stock market, the company's IPO was priced at US $13. It opened at US $10.65 today, a drop of more than 18% at the beginning of the session, and its total market value exceeded US $2.5 billion.</p><p><img src=\"https://static.tigerbbs.com/a26741e6bf10a3c331c1b43354d5e31c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Daily Youxian issued a total of 21 million shares (including 24.15 million shares of Green Shoes) of American Depositary Shares (ADS) in this IPO. Based on the issue price of US $13, Daily Youxian's IPO raised approximately US $300 million.</p><p>Xu Zheng, founder and CEO of Daily Fresh, said at the listing ceremony that listing is not the goal and end point of Daily Fresh, but a new starting point for us to fulfill our mission and realize our vision. The digitalization of community retail has come to the eve of a big explosion. Facing the competition in the second half, Daily Youxian will never end to exploring the community retail industry.</p><p><img src=\"https://static.tigerbbs.com/8a45b68d6410257cdce765e8be0dc67b\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p><b>Layout the community retail market of 10 trillion yuan, the main model is (A + B) x N</b></p><p>Daily Youxian was established in October 2014. The founders Xu Zheng and Zeng Bin had previously worked in<a href=\"https://laohu8.com/S/00992\">Lenovo Group</a>He has worked for more than ten years and served as an executive of Lenovo Joyvio Group. In May 2015, Daily Youxian pioneered the instant retail business of front warehouse, and became a mobile e-commerce company focusing on providing consumers with high-quality fresh food, covering all categories such as fruits and vegetables, seafood, meat and poultry, milk snacks, etc. As of March 31, 2021, Daily Youxian has established 631 front-end warehouses in 16 cities in China, with a cumulative trading users of over 31 million, and providing services that take an average of 39 minutes.</p><p>On June 9, Daily Youxian officially submitted a prospectus to the U.S. Securities and Exchange Commission. The most interesting part was a detailed display of this year's updated (A + B) x N strategy (<b>A: Front warehouse instant retail, B: smart food market, N: retail cloud</b>), revealed its ambitions in the larger community retail track. Compared with the past, more people's understanding of daily fresh food still stays in fresh online shopping. However, on the eve of listing, Daily Youxian quietly announced its platform model. Daily Youxian's transformation from a vertical self-operated company to a platform is actually from a trading company to a road-building company, and it also puts itself in a larger market.</p><p><img src=\"https://static.tigerbbs.com/9f1b9b7e8f3af7ffa0d9b3758f5340ef\" tg-width=\"550\" tg-height=\"698\" referrerpolicy=\"no-referrer\"></p><p>The diversified layout of Daily Fresh has broken its limited definition of \"fresh e-commerce\". In the future, Daily Fresh will continue to give full play to its own advantages and always pay attention to market trends, give full play to its own advantages, and follow the trend.</p><p>According to the data in the prospectus, in 2018, the net revenue of Daily Youxian was about 3.5467 billion yuan, which increased to 6.0014 billion yuan in 2019 and reached 6.1304 billion yuan in 2020. For the three months ended March 31, 2020, Daily Youxian's net revenue was 1.6898 billion yuan, and for the three months ended March 31, 2021, the net revenue was 1.5302 billion yuan. GMV increased from 4.7259 billion yuan in 2018 to 7.6147 billion yuan in 2020, with a compound annual growth rate of 26.9%. The data shows that the average customer unit price of real-time retail in the daily Youxian front warehouse is 94.6 yuan.</p><p>Daily Youxian pioneered the front-end warehouse model in May 2015. At present, it has opened 631 front-end warehouses in 16 first-and second-tier cities across the country, providing consumers with over 4,300 fast-delivery products and an average service of 39 minutes. At present, it has more than 31 million cumulative trading users, and its GMV in 2020 is 7.6 billion yuan. In the second half of 2020, Daily Youxian launched a smart vegetable market business, and plans to promote the standardization of vegetable markets and upgrade to small fresh community shopping malls. As of May 31, 2021, it has signed operation agreements with 54 vegetable markets in 14 cities, and started operations in 33 vegetable markets in 10 cities.</p><p>In addition, the data in the prospectus shows that the average customer unit price of 94.6 yuan per day is the highest in the industry, and the performance expense ratio has continued to drop from 34.9% in 2018 to 25.7% in 2020. Higher than the industry average.</p><p><b>The digitalization of community retail has come to the eve of a big explosion</b></p><p>In terms of users, from 2018 to 2020, the number of effective users of Youxian every day was 5.1 million, 7.2 million and 8.7 million respectively, and the average consumption of effective users was 558.0 yuan, 690.4 yuan and 712.8 yuan respectively. In view of the fact that Daily Youxian defines effective users as \"transaction users whose product payment after deducting discounts and coupons is greater than the cost of related products sold\", it therefore has a group of positive profit contribution users whose number and transaction volume are increasing year by year.</p><p><img src=\"https://static.tigerbbs.com/d67526d2a1198afcce6a244be378ea5f\" tg-width=\"590\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p><p>In addition, the average daily customer unit price of Youxian is 94.6 yuan, which is higher than other front-end warehouse companies in the industry. The proportion of its core users (users who have placed orders 4 or more times in at least one month in a certain year) among transaction users has increased from 14.9% in 2018 to 21.1% in 2020. As of March 31, 2021, The annual consumption of core users reaches 2,106 yuan.</p><p>Xu Zheng mentioned in his speech, \"Although today is an important moment in the seven years since Youxian started its business, as a company with the goal of continuously, frantically and long-term value creation, I hope that everyone in Youxian can maintain Always Day One's entrepreneurial mentality.\"</p><p>He said that as an enterprise with the goal of pursuing long-term value, Daily Youxian will maintain the mentality of always day one and continue to explore in the field of community retail digitalization, so that more families can enjoy a high-quality shopping experience and help more merchants achieve efficient management and operation.</p><p>The digitalization of community retail will be the largest incremental and fastest growing market in China in the future. According to iResearch data, from 2020 to 2025, the scale of the community retail industry is expected to increase from 11.9 trillion to 15.7 trillion, and the online penetration rate of community retail will increase from 20.9% to 45.5%, which means that by 2025 In 2025, the scale of China's digital community retail industry will reach 7.2 trillion.</p><p>As Xu Zheng said, listing is a new starting point. The digitalization of community retail has come to the eve of a big explosion. In the second half of the competition, community retail platforms are facing not only business disputes, but also capital disputes.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26dac0b9aef9b62cf45137413315ab61","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179112703","content_text":"6月25日，“生鲜电商第一股”每日优鲜正式登陆美股，公司IPO定价13美元，今日开盘报10.65美元，盘初跌幅超18%，总市值超25亿美元。\n\n每日优鲜在本次IPO中总计发行2100万股（含绿鞋2415万股）美国存托股票（ADS），以13美元发行价计算，每日优鲜IPO募资额约为3亿美元。\n每日优鲜创始人兼CEO徐正在上市仪式上表示，上市并不是每日优鲜的目标和终点，而是我们践行使命、实现愿景的新起点。社区零售数字化已经来到大爆发的前夜，面临着下半场的竞争，每日优鲜将永无止境地在社区零售的行业探索。\n\n布局10万亿的社区零售市场，主要模式为（A+B）x N\n每日优鲜成立于2014年10月，创始人徐正和曾斌此前曾在联想集团供职十余年，并出任联想佳沃集团高管。2015年5月，每日优鲜首创前置仓即时零售业务，成为一家专注于为消费者提供优质生鲜的移动电商，覆盖水果蔬菜、海鲜肉禽、牛奶零食等全品类。截至2021年3月31日，每日优鲜已在中国16个城市建立了631个前置仓，累计交易用户超3100万，并提供平均39分钟达的服务。\n6月9日，每日优鲜正式向美国证券交易委员会递交招股说明书，其中最有意思的部分则是详细展示了今年更新的（A+B）x N 战略（A：前置仓即时零售，B：智慧菜场，N：零售云），透露了其在更大的社区零售赛道中的野心。相比以往，更多人对每日优鲜的理解还停留在生鲜网购。但上市前夕的每日优鲜，悄然了宣告自己的平台化模式，每日优鲜从垂直自营公司到平台化的转型，其实就是从贸易型公司转向筑路型公司，而它也将自己置身于一个更大的市场里。\n\n每日优鲜的多元化布局，打破了其“生鲜电商”的局限定义，在未来每日优鲜会继续发挥自身的优势比并且时刻关注市场动向，发挥自身的优势，顺势而为。\n招股书数据显示，2018年，每日优鲜的净营收约为35.467亿元，2019年增至60.014亿元，2020年达到61.304亿元。截止2020年3月31日的三个月，每日优鲜的净营收为16.898亿元，截止2021年3月31日的三个月，净营收为15.302亿元。GMV从2018年的47.259亿元增长到2020年的76.147亿元人民币，复合年增长率为26.9%。数据显示，每日优鲜前置仓即时零售的平均客单价为94.6元。\n每日优鲜于2015年5月首创前置仓模式，目前已在全国16个一二线城市开设631个前置仓，为消费者提供超4300款极速达商品、平均39分钟达的服务。目前其累计交易用户3100多万，2020年GMV76亿元。2020年下半年，每日优鲜推出智慧菜场业务，计划推动菜市场标准化以及向小型生鲜社区商场升级。截至2021年5月31日，其已与14个城市的54家菜场签订运营协议，并在10个城市的33家菜场展开运营。\n另外，招股书数据显示，每日优鲜94.6元的平均客单价为行业最高，履约费用率从2018年的34.9%持续降至2020年的25.7%，履约利润率（毛利率扣除履约费用率）高于行业平均水平。\n社区零售数字化已经来到大爆发的前夜\n在用户方面，从2018年到2020年，每日优鲜有效用户数量分别为510万、720万和 870万，有效用户平均消费额别为558.0元、690.4元和712.8元。鉴于每日优鲜将有效用户定义为“扣除折扣和优惠券后产品付款大于相关销售产品成本的交易用户”，它因此拥有一批数量和交易额均逐年增加的正向利润贡献用户。\n\n此外，每日优鲜平均客单价为94.6元，高于行业其他前置仓企业。其核心用户（某一年份至少一个月内下单4次或以上的用户）在交易用户中的占比从2018年的14.9%，增加到2020年的21.1%，截至2021年3月31日，核心用户年消费额达2106元。\n徐正在演讲中提到，“尽管今天是优鲜创业7年来的重要时刻，但作为一家以持续地、疯狂地、长期地创造价值为目标的企业，我希望每个优鲜人都能保持Always Day One的创业心态。”\n他表示，作为一家以追求长期价值为目标的企业，每日优鲜会保持always day one的心态，继续在社区零售数字化领域做探索，让更多家庭享受到优质购物体验，帮助更多商家实现高效管理和运营。\n社区零售数字化是未来中国增量最大、增速最快的市场。根据艾瑞咨询数据，从2020年到2025年，社区零售行业规模预计会从11.9万亿增至15.7万亿，社区零售线上化渗透率则会从20.9%增至45.5%，这意味着到2025年，中国数字化社区零售的行业规模将达到7.2万亿。\n正如徐正所说，上市是新起点。社区零售数字化已经来到大爆发的前夜，在下半场的竞争中，社区零售平台们，面临的不仅仅是业务之争，还有资本之争。","news_type":1,"symbols_score_info":{"MF":0.9}},"isVote":1,"tweetType":1,"viewCount":2297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120279255,"gmtCreate":1624326215777,"gmtModify":1703833526024,"author":{"id":"3585774809391416","authorId":"3585774809391416","name":"shellyc","avatar":"https://static.tigerbbs.com/a94100801e5f9c3042bd6e2e15ad8298","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585774809391416","idStr":"3585774809391416"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120279255","repostId":"2145703290","repostType":2,"isVote":1,"tweetType":1,"viewCount":2640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}