XJJ personal page - To The Moon

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@豹变:每日優鮮掉隊了，叮咚買菜就能贏嗎？

2022-10-10

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最近，生鮮電商的兩大玩家先後公佈了財報，呈現出的形勢可謂冰火兩重天。經歷了“解散風波”的每日優鮮，去年虧損了38.5億，全職員工只剩55人。叮咚買菜這邊，不僅三季度虧損收窄，還預計下一季度有望自給自足，實現盈虧平衡。每日優鮮掉隊之後，叮咚買菜真的要“剩者爲王”了嗎？對於生鮮電商來說，前置倉到底是不是一個好的選擇？ 作者 | 張夢依編輯 |劉楊生死線上苦苦掙扎的生鮮電商玩家們，走上了不同的道路。近日，每日優鮮和叮咚買菜披露了各自的業績報告。叮咚買菜離實現盈利又進了一步，第三季度淨虧損3.45億元，去年同期淨虧損20.11億元；非通用會計準則（non-GAAP）下，淨虧損2.85億元，同比下降85.6%。叮咚買菜還預計，下個季度有望自給自足，實現盈虧平衡。每日優鮮的境況就沒那麼樂觀了。在關閉30分鐘即時送業務，被曝原地解散後，11月14日，每日優鮮披露了截至2021年12月31日的財務數據。2021年，每日優鮮虧損擴大至38.5億元，公司全職員工僅剩下55名，而在2019年的巔峯時期，每日優鮮員工數曾高達1771人。鉅額虧損之外，每日優鮮還深陷員工、供應商的債務糾紛，目前正在展開債務重組工作。過去幾年時間，每日優鮮和叮咚買菜兩大前置倉頭部玩家，一同經歷了瘋狂融資，燒錢拼規模的時代，敲鐘上市後，又經歷了疫情、資本遇冷的重重衝擊。伴隨着今年7月每日優鮮的暴雷，前置倉的戰況似乎漸漸明朗，叮咚買菜即將迎來盈利，美團買菜仍然屹立不倒。前置倉的戰局，將何去何從？1、剩者爲王，叮咚買菜要盈利了？生鮮電商很久沒傳來好消息了，這一年以來，圍繞玩家們的關鍵詞始終是裁員、虧損和拖欠供應商款項。今年7月，“生鮮電商第一股”每日優鮮傳出全員解散的消息。被戲稱“用復興號高鐵拉煤，算不過來賬”的前置倉玩家賺不到錢，似乎成了市場心照不宣的事實。每日優鮮急速掉隊後，生鮮電商的戰局似乎發生了變化。","listText":"「核心提示」 最近，生鮮電商的兩大玩家先後公佈了財報，呈現出的形勢可謂冰火兩重天。經歷了“解散風波”的每日優鮮，去年虧損了38.5億，全職員工只剩55人。叮咚買菜這邊，不僅三季度虧損收窄，還預計下一季度有望自給自足，實現盈虧平衡。每日優鮮掉隊之後，叮咚買菜真的要“剩者爲王”了嗎？對於生鮮電商來說，前置倉到底是不是一個好的選擇？ 作者 | 張夢依編輯 |劉楊生死線上苦苦掙扎的生鮮電商玩家們，走上了不同的道路。近日，每日優鮮和叮咚買菜披露了各自的業績報告。叮咚買菜離實現盈利又進了一步，第三季度淨虧損3.45億元，去年同期淨虧損20.11億元；非通用會計準則（non-GAAP）下，淨虧損2.85億元，同比下降85.6%。叮咚買菜還預計，下個季度有望自給自足，實現盈虧平衡。每日優鮮的境況就沒那麼樂觀了。在關閉30分鐘即時送業務，被曝原地解散後，11月14日，每日優鮮披露了截至2021年12月31日的財務數據。2021年，每日優鮮虧損擴大至38.5億元，公司全職員工僅剩下55名，而在2019年的巔峯時期，每日優鮮員工數曾高達1771人。鉅額虧損之外，每日優鮮還深陷員工、供應商的債務糾紛，目前正在展開債務重組工作。過去幾年時間，每日優鮮和叮咚買菜兩大前置倉頭部玩家，一同經歷了瘋狂融資，燒錢拼規模的時代，敲鐘上市後，又經歷了疫情、資本遇冷的重重衝擊。伴隨着今年7月每日優鮮的暴雷，前置倉的戰況似乎漸漸明朗，叮咚買菜即將迎來盈利，美團買菜仍然屹立不倒。前置倉的戰局，將何去何從？1、剩者爲王，叮咚買菜要盈利了？生鮮電商很久沒傳來好消息了，這一年以來，圍繞玩家們的關鍵詞始終是裁員、虧損和拖欠供應商款項。今年7月，“生鮮電商第一股”每日優鮮傳出全員解散的消息。被戲稱“用復興號高鐵拉煤，算不過來賬”的前置倉玩家賺不到錢，似乎成了市場心照不宣的事實。每日優鮮急速掉隊後，生鮮電商的戰局似乎發生了變化。","text":"「核心提示」 最近，生鮮電商的兩大玩家先後公佈了財報，呈現出的形勢可謂冰火兩重天。經歷了“解散風波”的每日優鮮，去年虧損了38.5億，全職員工只剩55人。叮咚買菜這邊，不僅三季度虧損收窄，還預計下一季度有望自給自足，實現盈虧平衡。每日優鮮掉隊之後，叮咚買菜真的要“剩者爲王”了嗎？對於生鮮電商來說，前置倉到底是不是一個好的選擇？ 作者 | 張夢依編輯 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最近，生鮮電商的兩大玩家先後公佈了財報，呈現出的形勢可謂冰火兩重天。經歷了“解散風波”的每日優鮮，去年虧損了38.5億，全職員工只剩55人。叮咚買菜這邊，不僅三季度虧損收窄，還預計下一季度有望自給自足，實現盈虧平衡。每日優鮮掉隊之後，叮咚買菜真的要“剩者爲王”了嗎？對於生鮮電商來說，前置倉到底是不是一個好的選擇？ 作者 | 張夢依編輯 |劉楊生死線上苦苦掙扎的生鮮電商玩家們，走上了不同的道路。近日，每日優鮮和叮咚買菜披露了各自的業績報告。叮咚買菜離實現盈利又進了一步，第三季度淨虧損3.45億元，去年同期淨虧損20.11億元；非通用會計準則（non-GAAP）下，淨虧損2.85億元，同比下降85.6%。叮咚買菜還預計，下個季度有望自給自足，實現盈虧平衡。每日優鮮的境況就沒那麼樂觀了。在關閉30分鐘即時送業務，被曝原地解散後，11月14日，每日優鮮披露了截至2021年12月31日的財務數據。2021年，每日優鮮虧損擴大至38.5億元，公司全職員工僅剩下55名，而在2019年的巔峯時期，每日優鮮員工數曾高達1771人。鉅額虧損之外，每日優鮮還深陷員工、供應商的債務糾紛，目前正在展開債務重組工作。過去幾年時間，每日優鮮和叮咚買菜兩大前置倉頭部玩家，一同經歷了瘋狂融資，燒錢拼規模的時代，敲鐘上市後，又經歷了疫情、資本遇冷的重重衝擊。伴隨着今年7月每日優鮮的暴雷，前置倉的戰況似乎漸漸明朗，叮咚買菜即將迎來盈利，美團買菜仍然屹立不倒。前置倉的戰局，將何去何從？1、剩者爲王，叮咚買菜要盈利了？生鮮電商很久沒傳來好消息了，這一年以來，圍繞玩家們的關鍵詞始終是裁員、虧損和拖欠供應商款項。今年7月，“生鮮電商第一股”每日優鮮傳出全員解散的消息。被戲稱“用復興號高鐵拉煤，算不過來賬”的前置倉玩家賺不到錢，似乎成了市場心照不宣的事實。每日優鮮急速掉隊後，生鮮電商的戰局似乎發生了變化。","listText":"「核心提示」 最近，生鮮電商的兩大玩家先後公佈了財報，呈現出的形勢可謂冰火兩重天。經歷了“解散風波”的每日優鮮，去年虧損了38.5億，全職員工只剩55人。叮咚買菜這邊，不僅三季度虧損收窄，還預計下一季度有望自給自足，實現盈虧平衡。每日優鮮掉隊之後，叮咚買菜真的要“剩者爲王”了嗎？對於生鮮電商來說，前置倉到底是不是一個好的選擇？ 作者 | 張夢依編輯 |劉楊生死線上苦苦掙扎的生鮮電商玩家們，走上了不同的道路。近日，每日優鮮和叮咚買菜披露了各自的業績報告。叮咚買菜離實現盈利又進了一步，第三季度淨虧損3.45億元，去年同期淨虧損20.11億元；非通用會計準則（non-GAAP）下，淨虧損2.85億元，同比下降85.6%。叮咚買菜還預計，下個季度有望自給自足，實現盈虧平衡。每日優鮮的境況就沒那麼樂觀了。在關閉30分鐘即時送業務，被曝原地解散後，11月14日，每日優鮮披露了截至2021年12月31日的財務數據。2021年，每日優鮮虧損擴大至38.5億元，公司全職員工僅剩下55名，而在2019年的巔峯時期，每日優鮮員工數曾高達1771人。鉅額虧損之外，每日優鮮還深陷員工、供應商的債務糾紛，目前正在展開債務重組工作。過去幾年時間，每日優鮮和叮咚買菜兩大前置倉頭部玩家，一同經歷了瘋狂融資，燒錢拼規模的時代，敲鐘上市後，又經歷了疫情、資本遇冷的重重衝擊。伴隨着今年7月每日優鮮的暴雷，前置倉的戰況似乎漸漸明朗，叮咚買菜即將迎來盈利，美團買菜仍然屹立不倒。前置倉的戰局，將何去何從？1、剩者爲王，叮咚買菜要盈利了？生鮮電商很久沒傳來好消息了，這一年以來，圍繞玩家們的關鍵詞始終是裁員、虧損和拖欠供應商款項。今年7月，“生鮮電商第一股”每日優鮮傳出全員解散的消息。被戲稱“用復興號高鐵拉煤，算不過來賬”的前置倉玩家賺不到錢，似乎成了市場心照不宣的事實。每日優鮮急速掉隊後，生鮮電商的戰局似乎發生了變化。","text":"「核心提示」 最近，生鮮電商的兩大玩家先後公佈了財報，呈現出的形勢可謂冰火兩重天。經歷了“解散風波”的每日優鮮，去年虧損了38.5億，全職員工只剩55人。叮咚買菜這邊，不僅三季度虧損收窄，還預計下一季度有望自給自足，實現盈虧平衡。每日優鮮掉隊之後，叮咚買菜真的要“剩者爲王”了嗎？對於生鮮電商來說，前置倉到底是不是一個好的選擇？ 作者 | 張夢依編輯 |劉楊生死線上苦苦掙扎的生鮮電商玩家們，走上了不同的道路。近日，每日優鮮和叮咚買菜披露了各自的業績報告。叮咚買菜離實現盈利又進了一步，第三季度淨虧損3.45億元，去年同期淨虧損20.11億元；非通用會計準則（non-GAAP）下，淨虧損2.85億元，同比下降85.6%。叮咚買菜還預計，下個季度有望自給自足，實現盈虧平衡。每日優鮮的境況就沒那麼樂觀了。在關閉30分鐘即時送業務，被曝原地解散後，11月14日，每日優鮮披露了截至2021年12月31日的財務數據。2021年，每日優鮮虧損擴大至38.5億元，公司全職員工僅剩下55名，而在2019年的巔峯時期，每日優鮮員工數曾高達1771人。鉅額虧損之外，每日優鮮還深陷員工、供應商的債務糾紛，目前正在展開債務重組工作。過去幾年時間，每日優鮮和叮咚買菜兩大前置倉頭部玩家，一同經歷了瘋狂融資，燒錢拼規模的時代，敲鐘上市後，又經歷了疫情、資本遇冷的重重衝擊。伴隨着今年7月每日優鮮的暴雷，前置倉的戰況似乎漸漸明朗，叮咚買菜即將迎來盈利，美團買菜仍然屹立不倒。前置倉的戰局，將何去何從？1、剩者爲王，叮咚買菜要盈利了？生鮮電商很久沒傳來好消息了，這一年以來，圍繞玩家們的關鍵詞始終是裁員、虧損和拖欠供應商款項。今年7月，“生鮮電商第一股”每日優鮮傳出全員解散的消息。被戲稱“用復興號高鐵拉煤，算不過來賬”的前置倉玩家賺不到錢，似乎成了市場心照不宣的事實。每日優鮮急速掉隊後，生鮮電商的戰局似乎發生了變化。","images":[{"img":"https://static.tigerbbs.com/f668d830a7d4a3782cee0dcf0b3deb2f"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/620946917","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":666900804,"gmtCreate":1665350046713,"gmtModify":1676537588740,"author":{"id":"3574306276432468","authorId":"3574306276432468","name":"XJJ","avatar":"https://static.tigerbbs.com/2900b9f60774b20bbdf9686e6e6d3d7b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574306276432468","idStr":"3574306276432468"},"themes":[],"htmlText":"？","listText":"？","text":"？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/666900804","repostId":"666059663","repostType":1,"repost":{"id":666059663,"gmtCreate":1665305108000,"gmtModify":1676537585879,"author":{"id":"3577852034187700","authorId":"3577852034187700","name":"经济观察报","avatar":"https://static.tigerbbs.com/f64ac2aa784ef0f271ddeb45c7dc72bc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577852034187700","idStr":"3577852034187700"},"themes":[],"title":"晶科、隆基、一道、通威等6企中標大唐超5.5GW光伏組件採購項目","htmlText":"據財聯社10月9日消息，大唐集團日前公佈了2022年四季度N型光伏組件、P型單晶PERC組件及陝西2022-2023年組件打捆採購中標結果。此次，大唐共招標N型組件780MW、P型組件4773MW，合計5553MW。其中，N型光伏組件採購項目中標企業爲晶科能源、一道新能源；P型單晶PERC組件採購項目中標企業共計6家，分別爲晶科能源、隆基樂葉、阿特斯、東方日升、一道新能源、通威太陽能；大唐集團陝西2022-2023年組件打捆採購項目中標企業爲隆基樂葉。","listText":"據財聯社10月9日消息，大唐集團日前公佈了2022年四季度N型光伏組件、P型單晶PERC組件及陝西2022-2023年組件打捆採購中標結果。此次，大唐共招標N型組件780MW、P型組件4773MW，合計5553MW。其中，N型光伏組件採購項目中標企業爲晶科能源、一道新能源；P型單晶PERC組件採購項目中標企業共計6家，分別爲晶科能源、隆基樂葉、阿特斯、東方日升、一道新能源、通威太陽能；大唐集團陝西2022-2023年組件打捆採購項目中標企業爲隆基樂葉。","text":"據財聯社10月9日消息，大唐集團日前公佈了2022年四季度N型光伏組件、P型單晶PERC組件及陝西2022-2023年組件打捆採購中標結果。此次，大唐共招標N型組件780MW、P型組件4773MW，合計5553MW。其中，N型光伏組件採購項目中標企業爲晶科能源、一道新能源；P型單晶PERC組件採購項目中標企業共計6家，分別爲晶科能源、隆基樂葉、阿特斯、東方日升、一道新能源、通威太陽能；大唐集團陝西2022-2023年組件打捆採購項目中標企業爲隆基樂葉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/666059663","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}