DADA?-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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2021-03-23

DADA?

Raise money while losing money. What does JD.COM increase its holdings of Dadatu by $800 million?

京东下重注在物流业务上，在于物流在京东体系内扮演着重要角色。

Raise money while losing money. What does JD.COM increase its holdings of Dadatu by $800 million?

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What does JD.COM increase its holdings of Dadatu by $800 million?","url":"https://stock-news.laohu8.com/highlight/detail?id=1123415671","media":"一财网","summary":"京东下重注在物流业务上，在于物流在京东体系内扮演着重要角色。","content":"<p>Author: Lu Hanzhi</p><p>On March 22,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>Announced $800 million subscription<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>The newly issued common shares, after the transaction is completed, including the shares it currently holds, JD will hold about 51% of Dada.</p><p>Dada's business consists of JD Daojia, which is responsible for local instant retail, and Dada Express, which is responsible for instant delivery. According to Tianyancha, in April 2016, JD.COM Daojia and Dada conducted a merger and acquisition. After the merger, JD.COM accounted for 47.4% of the shares and became the largest shareholder. In May 2017 and August 2018, JD.COM invested in Dada twice.</p><p>In June 2020, Dada was listed on the Nasdaq. As of press time, Dada's current market value is around $6.9 billion.</p><p><img src=\"https://static.tigerbbs.com/5d24844b2a16d1b95b9d731b9c593e0b\" tg-width=\"840\" tg-height=\"470\"></p><p>Increasing the holdings of Dada again is JD.COM's optimism about the logistics industry.</p><p>Whether it is Dada, which has already been listed, or JD.COM Logistics, which issued its prospectus on February 16th this year, its revenue is constantly increasing.</p><p>On March 9th, Dada released its 2020 financial report.<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>The total revenue in 2020 was 5.7 billion yuan, a year-on-year increase of 85%.</p><p>According to the prospectus of JD Logistics, the revenue of JD Logistics in 2018, 2019 and the first nine months of 2020 was 37.9 billion yuan, 49.8 billion yuan and 49.5 billion yuan, respectively.</p><p>However, the two logistics companies are still in the red.</p><p>According to the prospectus of JD Logistics, net losses incurred in 2018, 2019 and the first nine months of 2020 were RMB2.8 billion, RMB2.2 billion and RMB11.7 million.</p><p>According to Dada's 2020 financial report, the net loss of Dada Group in 2020 was 1.705 billion yuan. According to Dada's prospectus, in 2017, 2018 and 2019, Dada's net losses were 1.449 billion yuan, 1.878 billion yuan and 1.670 billion yuan respectively. From the loss data in 2020, it is temporarily impossible to turn losses into profits.</p><p>Yang Daqing, a logistics expert, believes that Dada is the capillary of logistics, and capillaries are not suitable for independent survival. They need to be linked with JD.COM Mall and offline merchants to bring live business flow with the help of super entrance and offline entrance. It is also necessary to link with JD.COM Logistics to bring new logistics with the help of logistics arteries.</p><p>JD.COM's heavy focus on logistics business lies in the fact that logistics plays an important role in JD.COM system. Yang Daqing told China Business News that JD.COM Group is essentially a digital circulation supply chain system, and JD.COM Logistics is the logistics support of the whole supply chain system of JD.COM. On the one hand, it ensures the continuous improvement of consumer experience and maintains the reputation of C-end; on the other hand, it affects manufacturing enterprises to optimize supply chain and promote B-end empowerment. The demand for instant delivery of immediate supply and demand supports the demand for new retail services such as instant drug sales in JD Mall. As a manpower crowdsourcing platform, Dada can attract surplus labor with flexible employment, which is conducive to alleviating the labor cost pressure under the direct operation mode of JD.COM Logistics.</p><p>The logistics business also supports other businesses in JD.COM system. On December 8, 2020, JD Health was listed on the Hong Kong Stock Exchange. Han Mengying, a senior analyst in Analysys Health Industry, told China Business News that the advantage of JD.COM Health is retail medicine. One of the important points is that because JD.COM Logistics supports JD.COM Health's self-operated drug business, and the users of JD.COM e-commerce are high-end, the profit of JD.COM Health's self-operated drugs is high.</p><p>It is worth noting that JD.COM still has room for improvement in its logistics business. Yang Daqing said that, for example, in supporting high-timeliness aviation logistics<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>There is still a gap in the logistics system, and the strength of trunk land transportation needs to be continuously improved. From the perspective of industry trends, digital warehousing logistics system, aviation logistics and overseas logistics network all need to increase investment.</p>","source":"lsy1587709558694","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>Raise money while losing money. What does JD.COM increase its holdings of Dadatu by $800 million?</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\">\nRaise money while losing money. What does JD.COM increase its holdings of Dadatu by $800 million?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">一财网</strong><span class=\"h-time small\">2021-03-22 22:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Lu Hanzhi</p><p>On March 22,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>Announced $800 million subscription<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>The newly issued common shares, after the transaction is completed, including the shares it currently holds, JD will hold about 51% of Dada.</p><p>Dada's business consists of JD Daojia, which is responsible for local instant retail, and Dada Express, which is responsible for instant delivery. According to Tianyancha, in April 2016, JD.COM Daojia and Dada conducted a merger and acquisition. After the merger, JD.COM accounted for 47.4% of the shares and became the largest shareholder. In May 2017 and August 2018, JD.COM invested in Dada twice.</p><p>In June 2020, Dada was listed on the Nasdaq. As of press time, Dada's current market value is around $6.9 billion.</p><p><img src=\"https://static.tigerbbs.com/5d24844b2a16d1b95b9d731b9c593e0b\" tg-width=\"840\" tg-height=\"470\"></p><p>Increasing the holdings of Dada again is JD.COM's optimism about the logistics industry.</p><p>Whether it is Dada, which has already been listed, or JD.COM Logistics, which issued its prospectus on February 16th this year, its revenue is constantly increasing.</p><p>On March 9th, Dada released its 2020 financial report.<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>The total revenue in 2020 was 5.7 billion yuan, a year-on-year increase of 85%.</p><p>According to the prospectus of JD Logistics, the revenue of JD Logistics in 2018, 2019 and the first nine months of 2020 was 37.9 billion yuan, 49.8 billion yuan and 49.5 billion yuan, respectively.</p><p>However, the two logistics companies are still in the red.</p><p>According to the prospectus of JD Logistics, net losses incurred in 2018, 2019 and the first nine months of 2020 were RMB2.8 billion, RMB2.2 billion and RMB11.7 million.</p><p>According to Dada's 2020 financial report, the net loss of Dada Group in 2020 was 1.705 billion yuan. According to Dada's prospectus, in 2017, 2018 and 2019, Dada's net losses were 1.449 billion yuan, 1.878 billion yuan and 1.670 billion yuan respectively. From the loss data in 2020, it is temporarily impossible to turn losses into profits.</p><p>Yang Daqing, a logistics expert, believes that Dada is the capillary of logistics, and capillaries are not suitable for independent survival. They need to be linked with JD.COM Mall and offline merchants to bring live business flow with the help of super entrance and offline entrance. It is also necessary to link with JD.COM Logistics to bring new logistics with the help of logistics arteries.</p><p>JD.COM's heavy focus on logistics business lies in the fact that logistics plays an important role in JD.COM system. Yang Daqing told China Business News that JD.COM Group is essentially a digital circulation supply chain system, and JD.COM Logistics is the logistics support of the whole supply chain system of JD.COM. On the one hand, it ensures the continuous improvement of consumer experience and maintains the reputation of C-end; on the other hand, it affects manufacturing enterprises to optimize supply chain and promote B-end empowerment. The demand for instant delivery of immediate supply and demand supports the demand for new retail services such as instant drug sales in JD Mall. As a manpower crowdsourcing platform, Dada can attract surplus labor with flexible employment, which is conducive to alleviating the labor cost pressure under the direct operation mode of JD.COM Logistics.</p><p>The logistics business also supports other businesses in JD.COM system. On December 8, 2020, JD Health was listed on the Hong Kong Stock Exchange. Han Mengying, a senior analyst in Analysys Health Industry, told China Business News that the advantage of JD.COM Health is retail medicine. One of the important points is that because JD.COM Logistics supports JD.COM Health's self-operated drug business, and the users of JD.COM e-commerce are high-end, the profit of JD.COM Health's self-operated drugs is high.</p><p>It is worth noting that JD.COM still has room for improvement in its logistics business. Yang Daqing said that, for example, in supporting high-timeliness aviation logistics<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>There is still a gap in the logistics system, and the strength of trunk land transportation needs to be continuously improved. From the perspective of industry trends, digital warehousing logistics system, aviation logistics and overseas logistics network all need to increase investment.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.yicai.com/news/100995181.html\">一财网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fbc48e2ea2bffc6ccfde570872d0f1f4","relate_stocks":{"09618":"京东集团-SW","DADA":"达达集团","JD":"京东"},"source_url":"https://www.yicai.com/news/100995181.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123415671","content_text":"作者：陆涵之\n3月22日，京东宣布以8亿美元认购达达集团新发行的普通股，交易完成后，包含其现持有股份，京东将持有达达约51%股份。\n达达的业务由负责本地即时零售的京东到家和负责即时配送的达达快送组成。根据天眼查，2016年4月京东到家与达达进行并购，合并后京东占股47.4%成最大股东。2017年5月、2018年8月京东两次投资达达。\n2020年6月，达达在纳斯达克上市。截至发稿，达达当前市值在69亿美元左右。\n\n再次增持达达，是京东对于物流行业的看好。\n无论是已经上市的达达，还是在今年2月16日发布招股书的京东物流，其营收都在不断增加。\n3月9日达达发布2020年全年财报，达达集团2020全年总营收57亿元，同比增长85%。\n京东物流招股书显示，2018年、2019年、2020年前9个月京东物流的收入分别为379亿元人民币、498亿元和495亿元。\n不过，两家物流公司仍处于亏损状态。\n京东物流招股书显示， 2018年、2019年及2020年前9个月产生的净亏损为人民币28亿元、人民币22亿元及人民币1170万元。\n达达2020年财报显示，2020年达达集团净亏损为17.05亿元。达达的招股书显示，2017年、2018年和2019年，达达的净亏损分别为14.49亿元、18.78亿元和16.70亿元，从2020年的亏损数据看暂时无法转亏为盈。\n物流专家杨达卿认为，达达是物流的毛细血管，毛细血管不宜独立生存，需要与京东商城及线下商家联动，借助超级入口及线下入口带活业务流。也需要与京东物流联动，借助物流大动脉带活新物流。\n京东下重注在物流业务上，在于物流在京东体系内扮演着重要角色。杨达卿对第一财经记者表示，京东集团本质是一个数字化流通供应链体系，京东物流是京东整个供应链体系的物流支撑，一方面保障消费体验的持续提升，保持C端口碑，另一方面影响制造企业优化供应链，推进B端赋能。即供即需的即时配送需求，支撑京东商城在即时售药等新零售服务需求。达达作为人力众包平台，能以灵活用工吸引剩余劳动力，利于舒缓京东物流直营模式下的人力成本压力。\n物流业务对京东体系内其他业务也有支撑作用。2020年12月8日，京东健康在港交所挂牌交易。易观大健康行业高级分析师韩梦莹对第一财经记者表示，京东健康的优势是零售医药，其中重要一点是，由于京东物流支撑起京东健康进行药品自营业务，以及京东电商的用户偏中高端，因此京东健康自营药品的利润较高。\n值得关注的是，京东在物流业务上仍有提升空间。杨达卿表示，例如在支撑高时效的航空物流方面与亚马逊物流体系还有差距，另外干线陆运等方面实力还需不断提升。从行业趋势看，数字化仓配物流体系和航空物流、海外物流网络等都需要不断增加投资。","news_type":1,"symbols_score_info":{"JD":0.9,"DADA":0.9,"09618":0.9}},"isVote":1,"tweetType":1,"viewCount":2976,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}