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苏宁易购(002024):在线经营思路调整小店出表后有望迎来业绩改善

苏宁易购(002024):在线经营思路调整小店出表后有望迎来业绩改善 投资要点事件:2019H1公司实现营业收入1,346。18亿,一年+21。63%,归属于母公司净利润为21。39兆,一年减少64。37%。2019H1公司实现商品销售规模1,842。15 ppm,每年增长21。80%;其中线上平台GMV为1,121。  50 ppm,十年增长26。98%。  完善的全渠道零售网络,快消品类发展重心向线下转移。  线下:完善多业态,多层级市场智慧零售网络布局。公司继续优化“两大,两小,多专”的线下门店布局,打造覆盖不同市场等级,不同消费需求的智慧零售渠道网络。截至6月30日,家电3C家居生活专业店/红孩子母婴店/苏鲜生数量分别为2,110 / 172/9家;苏宁易购直营店逐步转变为轻资产的零售云加盟店,终止季度末零售云自营店为1,746家,零售云加盟店达3,362家,加速渗透县镇级低线市场;苏宁小店经营模型持续优化,二季度完成出表,将继续围绕社区市场快速布局,门店数量已达5,368家,迪亚天天加盟店减少至42家。一季度收购的37家万达百货门店稳健经营,依托线下苏宁广场进一步丰富的全渠道零售场景。  零售行业整体增速速度,家电等耐用消费品增长承压,电器店同店仍保持负增长;生鲜,快消品及家居品类相对保持较快增长,二季度线下收入占比较去年同期增加2%,将加速整合小店/零售云/家乐福等线下资源,推动非家电品类协同发展。2019H1家电3C家居生活专业店/苏宁易购直营店可比门店销售收入同比下降5。66%/ 6。27%;红孩子母婴店经营逐步成熟,可比门店销售收入增加增长16。84%。  线上:聚焦社交运营,强化苏宁拼购,苏宁推客,苏小团等产品矩阵。2019H1线上自营GMV为1,121。50 ppm,十年增长26。98%,2019Q1 / Q2自营增速为41%/ 14%,主站增速低于预期。上半年开放平台实现324。55百万美元GMV,每年增长30。50%,2019Q1 / Q2每年增长26%/ 35%,在苏宁拼购,苏宁推客,苏小团等社交产品运营矩阵的强化下实现增长提速。截至6月30日,苏宁零售体系注册会员数达4。42亿人,线上将继续聚焦社交运营,提升流量集聚/转化效率。  营收增速与行业相当,净利润至少减少64。37%。2019年上半年实物商品网络零售额增长21。6%,电商行业增速普遍增长,公司全场景零售支撑下,2019H1实现营业收入1,346。18 ppm,十年增长21。63%。2019H1实现归母净利润21。39兆,一年减少64。37%,初步为去年同期出售阿里股份实现56。The impact of the net profit of 01 million; in the…

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Lier Chemical (002258) Investment Value Analysis Report-The glufosinate faucet accompanies the rapid growth of the market

Lier Chemical (002258) Investment Value 杭州桑拿网 Analysis Report-The glufosinate faucet accompanies the rapid growth of the market As a new type of herbicide, glufosinate is…

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Anxin Chen Guo: Investment Strategy Looks for Small and Beautiful under the New Rules of Refinancing

Anxin Chen Guo: Investment Strategy Looks for “Small and Beautiful” under the New Rules of Refinancing For stocks, please read Jin Qilin analyst research report,…

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Welcome Investors’ Short-term Financial Demand Brokers Asset Management Intensive Issuance of Short-term Bond Funds

Welcome Investors’ Short-term Financial Demand Brokers Asset Management Intensive Issuance of Short-term Bond Funds Original title: Catering to investors’ short-term financial management needs. Short-term and…

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Posted in 新闻

Huadian International (600027): Second-quarter results surpassed expectations by single fuel, and the installed layout advantage is expected to continue to drive growth

Huadian International (600027): Second-quarter results surpassed expectations by single fuel, and the installed layout advantage is expected to continue to drive growth The second quarter…

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Rainbow Group (002419): Continued improvement in gross profit margin and in-depth promotion of digital upgrades and supply chain integration

Rainbow Group (002419): Continued improvement in gross profit margin and in-depth promotion of digital upgrades and supply chain integration The company announced its semi-annual report…

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Little Swan A (000418): Revenue growth rate to recover cash structured deposits exceeds 160 billion

Little Swan A (000418): Revenue growth rate to recover cash structured deposits exceeds 160 billion Events: 1) Realization of income 236. 400 million, an increase…

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Longji (601012): Operating cash flow improved significantly, high growth momentum promoted sustainability

Longji (601012): Operating cash flow improved significantly, high growth momentum promoted sustainability Event: Longji shares released the semi-annual report for 2019, reporting that the combined…

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Maida Digital (002137): In-depth report on smart marketing, accurate and efficient smart hardware global layout

Maida Digital (002137): In-depth report on smart marketing, accurate and efficient smart hardware global layout Report Summary: Strategic layout of smart marketing, a data-driven one-stop…

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Posted in 夜生活

Taihe New Materials (002254) Annual Report and 2019Q1 Quarterly Report Comment: Benefit from Aramid Volume and Price Rise

Taihe New Materials (002254) Annual Report and 2019Q1 Quarterly Report Comment: Benefit from Aramid Volume and Price Rise Event: The company released its 2018 annual…

Continue Reading... Taihe New Materials (002254) Annual Report and 2019Q1 Quarterly Report Comment: Benefit from Aramid Volume and Price Rise