疫情对阿里巴巴影响大吗?

2020-02-14 10:11 来源:互联网

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编者按:本文来自微信公众号阿尔法工场,作者林晓晨,创业邦经授权转载。

北方稀土 2YUE13RIWANJIAN,ZHONGGUODIANSHANGLONGTOUALIBABA(NYSE:BABA)GONGBULE2020CAINIANDISANJIDUCAIBAO,YINGSHOUYUMEIGUYINGSHOUSHUJUJUNCHAOYUQI。

北方稀土 JUTILAIKAN,DISANCAIJIZONGYINGSHOU1614.56YIYUAN,SHICHANGYUQI1592.09YIYUAN,QUNIANTONGQIWEI1172.78YIYUAN,TONGBIZENGZHANG37.6%;DISANCAIJIDIAOZHENGHOUMEIGUYINGSHOU18.19YUAN,SHICHANGYUQI15.75YUAN,QUNIANTONGQIWEI12.19YUAN,TONGBIZENGZHANG49.2%。

北方稀土 XINGUANBINGDUSINVE,ZHONGDUOZHIMINGQIYEFENFENSHENCHUYUANSHOUZHIYUANFANGYIGONGZUO。ALIBABAZUOWEIZHONGGUODIANSHANGYELONGTOU,BUJINJIJIJUANKUAN10YIYUAN,ERQIEHAIZHENDUIDIANSHANGSHANGJIATIGONGLIUDAFANGMIAN20XIANGFUCHIZHENGCE,ZHULIZAIYIQINGZHONGSHOUSUNDEZHONGXIAOQIYEFAZHAN。

北方稀土 ZAI20XIANGZHENGCEZHONG,ZUIYINRENZHUMUDESHI“JIANMIANPINGTAISHANGJIAJINGYINGFEIYONG”。ZHONGSUOZHOUZHI,ALIBABADEZHIZHUYEWUWEIZHONGGUOJINGNEITo CDELINGSHOUPINGTAIYEWU,ZAIZONGYINGSHOUZHONGDECHANBICHAOGUO6CHENG。

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强劲的业绩

CONGALIBABA2YUE13RIGONGBUDE2020CAINIANDISANCAIJISHUJULAIKAN,QIZHONGLIANGDIANPINXIAN。ZONGDELAIKAN,2019NIANSHUANGSHIYICHENGJIAOZONGE2684YIYUAN,CHUANGCHUXINJILU,ZAISHUANGSHIYIDEQIANGLIZHUTUIXIA,ALIBABADISANCAIJIZONGYINGSHOUDA1614.56YIYUAN,TONGBIZENGZHANG37.6%,CHAOCHUFENXISHIDEYIZHIYUQI。

BENJIDUALIBABACHUANGZAOLEDUOXIANGDIYICI,YOU期货配资 LINGSHOUPINGTAICHUANGZAODEYINGSHOUGUIMOSHOUCICHAOGUOQIANYI,DA1104.58YIYUAN;ALIYUNCHUANGZAOYINGSHOUSHOUCITUPOBAIYI,DA107.21YIYUAN;ZHONGGUOLINGSHOUSHICHANGYIDONGYUEHUOYUEYONGHUSHULIANGSHOUCITUPO8YI。ZAIQUNIANWANCHENGGANGJIAOSUOSHANGSHIHOU,ALIBABAYECHENGWEISHOUJIATONGSHIZAIMEIGUOHEXIANGGANGSHANGSHIDEZHONGGUOHULIANWANGGONGSI。

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ALIBABAGONGBUDECAIBAOZHONG,JITUANSHOUXICAIWUGUANWUWEIBIAOSHI︰“ZHANWANGWEILAI,WOMENJIANGJIXUTOUZIYUSHUZIHUAJICHUSHESHIJIFUWU,ZHILIZHICHIALIBABASHUZIJINGJITINEIKEHUJIHEZUOHUOBANCHENGZHANG,YOUQISHIZAIDANGQIANZHEIYICHONGMANTIAOZHANDESHIKE。”

疫情冲击

SUIRANALIBABA2020CAINIANDISANJIDUCAIBAOBIAOXIANQIANGJING,DANRENGYOUHENDUOTOUZIZHEYINDANGXIADEYIQINGERKANSHUAIALI,YOUQISHIZAIXUANBUJIANMIANPINGTAISHANGJIAJINGYINGFEIYONGHOU,JIDUANTOUZIZHESHENZHIRENWEIALIBABAYIJINGSHIQUTOUZIJIAZHI。

北方稀土 YIQINGDUIALIBABADUANQIDEYEJIZAOCHENGCHONGJISHIBUZHENGDESHISHI,DANALIBABAQUEBINGFEIFENGBAODEZHONGXIN,ZHENGTILAIKAN,QIYEJIZHANGQIZENGZHANGYIRANWENJIAN,TOUZIZHEMEIYOUBIYAOGUODUBEIGUAN,YIZHIYUFANGDAALIBABAJIANMIANPINGTAISHANGJIAJINGYINGFEIYONGDAILAIDESUNSHI。

北方稀土 JUTILAIKAN,2YUE10RIALIBABAZHENDUIDIANSHANGSHANGJIAFABULE《ALIBABAGAOSHANGJIASHU》,TUICHULIUDAFANGMIAN20XIANGTESHUFUCHICUOSHI,QIZHONGDUIYEJIYINGXIANGZUISHENDESHIMIANCHU2020NIANSHANGBANNIANTIANMAOSHANGJIADEPINGTAIFUWUFEI。DUIALILEJIEBUSHENDETOUZIZHEKANDAOZHEIKENENGHUIKONGHUANG,NANDAOALIBABASHANGBANNIANJIANGBUZHUANQIANLE?

BINGFEIRUCI!SHIJISHANG,ALIDEHEXINDIANSHANGYINGSHOUZHONG,ZHANBIDATOUDESHIZHITONGCHEDAILAIDEGUANGGAOSHOURU,TIANMAOPINGTAISHANGJIAGONGXIANDEPINGTAIFUWUFEIJINZHANALIBABAHEXINDIANSHANGYEWUHENXIAODEYIBUFEN,ZAIGONGSIZONGYINGSHOUZHONGDEZHANBIGENGSHIWEIHUQIWEI,GUODUFANGDAZHEIBUFENSUNSHISHIFEICHANG“JIUCAI”DEZUOFA。

所谓天猫平台服务费指的是商家在入驻天猫时,必须提前缴纳软件服务年费才能够开店北方稀土。根据商家经营品类的不同,服务费年费的预收标准为3万元和6万元两档。但并不是预收的年费即为阿里巴巴营收所得,天猫方面还会根据店铺的销售情况进行年费折扣返还。

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RUCILAIKAN,ALIBABAMIANCHUTIANMAOPINGTAIBANNIANFUWUFEIDEZUOFA,SHIJIXIANGDANGYUMIANCHULEZHONGXIAODIANPUSHANGBANNIANDE“ZUJIN”,YOUZHUYUTAMENDUGUOWEIJI。

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“支出”并不亏

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此外,我们认为25亿元的预估损失并非凭空蒸发,实际上这相当于阿里巴巴一次完美的公关活动,或许我们将这些损失理解成营销支出也未尝不可。在2019财年四季度财报中,阿里巴巴单用于市场与营销的费用就超过96亿元,几乎是25亿元缺口的四倍。

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疫情后业绩或将报复性反弹

北方稀土 MIANCHUBANNIANPINGTAIFUWUFEIZAOCHENGDEYINGXIANGWAI,HENDUOTOUZIZHEHAIRENWEIYOUYUYIQINGBAOFA,ALIBABADEDIANSHANGYEWUJIANGZAOZHONGCUO。ZAIYIQINGZHIXIA,QUESHIHENDUODIQUBEIFENGSUO,WULIUYUNSHUYEBINGBUTONGCHANG,ZHEIKENENGDUIALIBABADUANQIDEYEJIYOUSUOYIZHI。

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北方稀土我们仔细回顾一下今年疫情全面爆发的时间点,大致是在春节前夕,按照大多数地区的习俗,年货实际早已经置办完成,当季的营销重点并未受影响。而疫情主要影响的春假期间,电商平台的销售业绩本就惨淡,其实对当季整体业绩的影响也十分有限。

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科技价值优势凸显

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北方稀土 CIWAI,CHUANMEIYULELINGYUDEYOUKU、YIYAOYEWULINGYUDEALIJIANKANG、XINLINGSHOULINGYUDEHEMAXIANSHENG,ZHEIXIEYEWUSHIJIDOUZAIQUANGUORENMINWUFAWAICHUZHIJI,TISHENGLEYINGXIANGLI。

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北方稀土 ALIBABADEHEXINJINGZHENGLIBINGFEIDIANSHANG,ERSHIKEJI,GUOWANGQIANGJINGDEYEJIXIANSHICHUALIBABADETONGZHILI,DUIWEILAIWOMENHUOXUGAIGENGYOUXINXINYIXIE。

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