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tiongjlam

tiongjlam

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2021-07-06

????

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2021-07-06

8888

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2021-07-01

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[Focus] Some celebrity Chinese concept stocks declined, with Pinduoduo falling by more than 4%.

2021-06-29

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2021-06-28

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2021-06-27

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2021-06-26

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Missfresh, the "first fresh food stock," opened below its issue price, falling more than 18% in early trading.

2021-06-25

$GoHealth(GOCO)$????

2021-06-24

$GoHealth(GOCO)$????

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23:21","market":"us","language":"zh","title":"[Focus] Some celebrity Chinese concept stocks declined, with Pinduoduo falling by more than 4%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1163220942","media":"老虎资讯综合","summary":"6月30日，部分明星中概股走低，拼多多跌超4%，达达集团、新东方、有道跌超3%，高途、腾讯音乐、哔哩哔哩跌超2%，阿里巴巴、京东、百度跌超1%。","content":"<p>On June 30, some prominent Chinese concept stocks declined.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It fell more than 4%.<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/DAO\">Youdao</a>It fell more than 3%.<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It fell more than 2%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It fell by more than 1%.</p><p><img src=\"https://static.tigerbbs.com/bc64639a311561a9aa87d6b73888e89a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>[Focus] Some celebrity Chinese concept stocks declined, with Pinduoduo falling by more than 4%.</title>\n<style 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June 30, some prominent Chinese concept stocks declined.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It fell more than 4%.<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/DAO\">Youdao</a>It fell more than 3%.<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It fell more than 2%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It fell by more than 1%.</p><p><img src=\"https://static.tigerbbs.com/bc64639a311561a9aa87d6b73888e89a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3299f0aa430f44d45729a266d0f7b350","relate_stocks":{"PDD":"拼多多","QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163220942","content_text":"6月30日，部分明星中概股走低，拼多多跌超4%，达达集团、新东方、有道跌超3%，高途、腾讯音乐、哔哩哔哩跌超2%，阿里巴巴、京东、百度跌超1%。","news_type":1,"symbols_score_info":{"QNETCN":0.9,"TTTN":0.9,"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":4847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159333957,"gmtCreate":1624940348479,"gmtModify":1703848455025,"author":{"id":"3567788901897197","authorId":"3567788901897197","name":"tiongjlam","avatar":"https://community-static.tradeup.com/news/17e39c79b773fe9aa40e2c4a5bce11d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567788901897197","authorIdStr":"3567788901897197"},"themes":[],"title":"","htmlText":"????","listText":"????","text":"????","images":[{"img":"https://static.tigerbbs.com/b429b1e6f54d932c24a41f031b8dae33","width":"1080","height":"3192"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159333957","isVote":1,"tweetType":1,"viewCount":4529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":127995459,"gmtCreate":1624810845271,"gmtModify":1703845454768,"author":{"id":"3567788901897197","authorId":"3567788901897197","name":"tiongjlam","avatar":"https://community-static.tradeup.com/news/17e39c79b773fe9aa40e2c4a5bce11d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567788901897197","authorIdStr":"3567788901897197"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127995459","repostId":"1132289893","repostType":4,"isVote":1,"tweetType":1,"viewCount":5006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124271208,"gmtCreate":1624769693904,"gmtModify":1703844859208,"author":{"id":"3567788901897197","authorId":"3567788901897197","name":"tiongjlam","avatar":"https://community-static.tradeup.com/news/17e39c79b773fe9aa40e2c4a5bce11d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567788901897197","authorIdStr":"3567788901897197"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[{"img":"https://static.tigerbbs.com/151e893d4fb92cc8bb1a5bd1a2a596bb","width":"1080","height":"3291"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124271208","isVote":1,"tweetType":1,"viewCount":4337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":125057686,"gmtCreate":1624637955345,"gmtModify":1703842572303,"author":{"id":"3567788901897197","authorId":"3567788901897197","name":"tiongjlam","avatar":"https://community-static.tradeup.com/news/17e39c79b773fe9aa40e2c4a5bce11d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567788901897197","authorIdStr":"3567788901897197"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125057686","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":"Missfresh, the \"first fresh food stock,\" opened below its issue price, falling more than 18% in early trading.","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 25, the \"first fresh food e-commerce stock\"<a href=\"https://laohu8.com/S/MF\">Missfresh</a>The company officially listed on the US stock market with an IPO price of $13. It opened at $10.65 today, a drop of more than 18% in early trading, and its total market capitalization exceeded $2.5 billion.</p><p><img src=\"https://static.tigerbbs.com/a26741e6bf10a3c331c1b43354d5e31c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>In this IPO, Missfresh issued a total of 21 million American Depositary Shares (ADSs) (including 24.15 million greenshoes). Based on the issue price of US$13, Missfresh's IPO will raise approximately US$300 million.</p><p>At the listing ceremony, Xu Zheng, founder and CEO of Missfresh, said that going public is not Missfresh's goal or end, but a new starting point for us to fulfill our mission and realize our vision. The digitalization of community retail has reached the eve of a major explosion, and facing the second half of the competition, Missfresh will never stop 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>The company is developing a 10 trillion yuan community retail market, with the main model being (A+B) x N.</b></p><p>Missfresh was founded in October 2014. Its founders, Xu Zheng and Zeng Bin, had previously...<a href=\"https://laohu8.com/S/00992\">Lenovo Group</a>He worked there for over ten years and became a senior executive at Lenovo Joyvio Group. In May 2015, Missfresh pioneered its pre-warehouse instant retail business, becoming a mobile e-commerce platform focused on providing consumers with high-quality fresh produce, covering all categories including fruits and vegetables, seafood, meat and poultry, dairy and snacks. As of March 31, 2021, Missfresh had established 631 pre-positioned warehouses in 16 cities in China, with a cumulative transaction volume of over 31 million users and an average delivery time of 39 minutes.</p><p>On June 9th, Missfresh officially submitted its prospectus to the U.S. Securities and Exchange Commission. The most interesting part of the prospectus details its updated (A+B)XN strategy this year.<b>A: Front-end warehouse instant retail, B: Smart market, N: Retail cloud</b>This reveals its ambitions in the larger community retail sector. Compared to the past, more people's understanding of Missfresh is still limited to online fresh food shopping. However, on the eve of its IPO, Missfresh quietly announced its platform-based model. Missfresh's transformation from a vertical self-operated company to a platform-based company is actually a shift from a trading company to a road-building company, and it also places 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>Missfresh's diversified layout breaks through its limited definition of \"fresh food e-commerce\". In the future, Missfresh will continue to leverage its advantages and pay close attention to market trends, leveraging its strengths and following the trend.</p><p>According to the prospectus, Missfresh's net revenue was approximately RMB 3.5467 billion in 2018, increased to RMB 6.0014 billion in 2019, and reached RMB 6.1304 billion in 2020. For the three months ended March 31, 2020, Missfresh's net revenue was RMB 1.6898 billion, and for the three months ended March 31, 2021, net revenue was RMB 1.5302 billion. GMV increased from RMB 4.7259 billion in 2018 to RMB 7.614.7 billion in 2020, with a compound annual growth rate of 26.9%. Data shows that the average order value of Missfresh's forward warehouse instant retail is 94.6 yuan.</p><p>Missfresh pioneered the pre-warehouse model in May 2015. Currently, it has opened 631 pre-warehouses in 16 first- and second-tier cities across the country, providing consumers with more than 4,300 express delivery products with an average delivery time of 39 minutes. Currently, it has more than 31 million transaction users and a GMV of 7.6 billion yuan in 2020. In the second half of 2020, Missfresh launched its smart farmers' market business, planning to promote the standardization of farmers' markets and upgrade them to small fresh food community shopping malls. As of May 31, 2021, it had signed operating agreements with 54 farmers' markets in 14 cities and was operating in 33 farmers' markets in 10 cities.</p><p>In addition, according to the prospectus, Missfresh's average order value of RMB 94.6 is the highest in the industry, its fulfillment expense ratio has continued to decline from 34.9% in 2018 to 25.7% in 2020, and its fulfillment profit margin (gross profit margin minus fulfillment expense ratio) is higher than the industry average.</p><p><b>Community retail digitalization is on the eve of a major explosion.</b></p><p>In terms of users, from 2018 to 2020, Missfresh had 5.1 million, 7.2 million and 8.7 million active users respectively, with an average spending of 558.0 yuan, 690.4 yuan and 712.8 yuan. Given that Missfresh defines effective users as \"transaction users whose product payments after deducting discounts and coupons exceed the cost of selling the relevant products,\" it therefore has a group of positive profit-contributing 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, Missfresh's average order value is 94.6 yuan, which is higher than other forward warehouse companies in the industry. The proportion of its core users (users who place orders four or more times within at least one month in a given year) among transaction users increased from 14.9% in 2018 to 21.1% in 2020. As of March 31, 2021, the annual consumption of core users reached 2,106 yuan.</p><p>In his speech, Xu Zheng mentioned, \"Although today is an important moment in Youshion's seven years of entrepreneurship, as a company that aims to create value continuously, aggressively, and in the long term, I hope that every Youshion employee can maintain the entrepreneurial mindset of Always Day One.\"</p><p>He stated that as a company that aims to pursue long-term value, MissFresh will maintain the \"always day one\" mentality, continue to explore the field of digital community retail, enable more families to enjoy a high-quality shopping experience, and help more merchants achieve efficient management and operation.</p><p>The digitalization of community retail is the largest and fastest-growing market in China in the future. According to data from iResearch Consulting, the scale of the community retail industry is expected to increase from 11.9 trillion yuan to 15.7 trillion yuan from 2020 to 2025, while the online penetration rate of community retail will increase from 20.9% to 45.5%. This means that by 2025, the scale of China's digital community retail industry will reach 7.2 trillion yuan.</p><p>As Xu Zheng said, going public is a new starting point. The digitalization of community retail has reached the eve of a major explosion. In the second half of the competition, community retail platforms are facing not only a battle for business, but also a battle for capital.</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>Missfresh, the \"first fresh food stock,\" opened below its issue price, falling more than 18% in early trading.</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\">\nMissfresh, the \"first fresh food stock,\" opened below its issue price, falling more than 18% in early trading.\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 25, the \"first fresh food e-commerce stock\"<a href=\"https://laohu8.com/S/MF\">Missfresh</a>The company officially listed on the US stock market with an IPO price of $13. It opened at $10.65 today, a drop of more than 18% in early trading, and its total market capitalization exceeded $2.5 billion.</p><p><img src=\"https://static.tigerbbs.com/a26741e6bf10a3c331c1b43354d5e31c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>In this IPO, Missfresh issued a total of 21 million American Depositary Shares (ADSs) (including 24.15 million greenshoes). Based on the issue price of US$13, Missfresh's IPO will raise approximately US$300 million.</p><p>At the listing ceremony, Xu Zheng, founder and CEO of Missfresh, said that going public is not Missfresh's goal or end, but a new starting point for us to fulfill our mission and realize our vision. The digitalization of community retail has reached the eve of a major explosion, and facing the second half of the competition, Missfresh will never stop 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>The company is developing a 10 trillion yuan community retail market, with the main model being (A+B) x N.</b></p><p>Missfresh was founded in October 2014. Its founders, Xu Zheng and Zeng Bin, had previously...<a href=\"https://laohu8.com/S/00992\">Lenovo Group</a>He worked there for over ten years and became a senior executive at Lenovo Joyvio Group. In May 2015, Missfresh pioneered its pre-warehouse instant retail business, becoming a mobile e-commerce platform focused on providing consumers with high-quality fresh produce, covering all categories including fruits and vegetables, seafood, meat and poultry, dairy and snacks. As of March 31, 2021, Missfresh had established 631 pre-positioned warehouses in 16 cities in China, with a cumulative transaction volume of over 31 million users and an average delivery time of 39 minutes.</p><p>On June 9th, Missfresh officially submitted its prospectus to the U.S. Securities and Exchange Commission. The most interesting part of the prospectus details its updated (A+B)XN strategy this year.<b>A: Front-end warehouse instant retail, B: Smart market, N: Retail cloud</b>This reveals its ambitions in the larger community retail sector. Compared to the past, more people's understanding of Missfresh is still limited to online fresh food shopping. However, on the eve of its IPO, Missfresh quietly announced its platform-based model. Missfresh's transformation from a vertical self-operated company to a platform-based company is actually a shift from a trading company to a road-building company, and it also places 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>Missfresh's diversified layout breaks through its limited definition of \"fresh food e-commerce\". In the future, Missfresh will continue to leverage its advantages and pay close attention to market trends, leveraging its strengths and following the trend.</p><p>According to the prospectus, Missfresh's net revenue was approximately RMB 3.5467 billion in 2018, increased to RMB 6.0014 billion in 2019, and reached RMB 6.1304 billion in 2020. For the three months ended March 31, 2020, Missfresh's net revenue was RMB 1.6898 billion, and for the three months ended March 31, 2021, net revenue was RMB 1.5302 billion. GMV increased from RMB 4.7259 billion in 2018 to RMB 7.614.7 billion in 2020, with a compound annual growth rate of 26.9%. Data shows that the average order value of Missfresh's forward warehouse instant retail is 94.6 yuan.</p><p>Missfresh pioneered the pre-warehouse model in May 2015. Currently, it has opened 631 pre-warehouses in 16 first- and second-tier cities across the country, providing consumers with more than 4,300 express delivery products with an average delivery time of 39 minutes. Currently, it has more than 31 million transaction users and a GMV of 7.6 billion yuan in 2020. In the second half of 2020, Missfresh launched its smart farmers' market business, planning to promote the standardization of farmers' markets and upgrade them to small fresh food community shopping malls. As of May 31, 2021, it had signed operating agreements with 54 farmers' markets in 14 cities and was operating in 33 farmers' markets in 10 cities.</p><p>In addition, according to the prospectus, Missfresh's average order value of RMB 94.6 is the highest in the industry, its fulfillment expense ratio has continued to decline from 34.9% in 2018 to 25.7% in 2020, and its fulfillment profit margin (gross profit margin minus fulfillment expense ratio) is higher than the industry average.</p><p><b>Community retail digitalization is on the eve of a major explosion.</b></p><p>In terms of users, from 2018 to 2020, Missfresh had 5.1 million, 7.2 million and 8.7 million active users respectively, with an average spending of 558.0 yuan, 690.4 yuan and 712.8 yuan. Given that Missfresh defines effective users as \"transaction users whose product payments after deducting discounts and coupons exceed the cost of selling the relevant products,\" it therefore has a group of positive profit-contributing 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, Missfresh's average order value is 94.6 yuan, which is higher than other forward warehouse companies in the industry. The proportion of its core users (users who place orders four or more times within at least one month in a given year) among transaction users increased from 14.9% in 2018 to 21.1% in 2020. As of March 31, 2021, the annual consumption of core users reached 2,106 yuan.</p><p>In his speech, Xu Zheng mentioned, \"Although today is an important moment in Youshion's seven years of entrepreneurship, as a company that aims to create value continuously, aggressively, and in the long term, I hope that every Youshion employee can maintain the entrepreneurial mindset of Always Day One.\"</p><p>He stated that as a company that aims to pursue long-term value, MissFresh will maintain the \"always day one\" mentality, continue to explore the field of digital community retail, enable more families to enjoy a high-quality shopping experience, and help more merchants achieve efficient management and operation.</p><p>The digitalization of community retail is the largest and fastest-growing market in China in the future. According to data from iResearch Consulting, the scale of the community retail industry is expected to increase from 11.9 trillion yuan to 15.7 trillion yuan from 2020 to 2025, while the online penetration rate of community retail will increase from 20.9% to 45.5%. This means that by 2025, the scale of China's digital community retail industry will reach 7.2 trillion yuan.</p><p>As Xu Zheng said, going public is a new starting point. The digitalization of community retail has reached the eve of a major explosion. In the second half of the competition, community retail platforms are facing not only a battle for business, but also a battle for capital.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26dac0b9aef9b62cf45137413315ab61","relate_stocks":{"MF":"MindForge Inc."},"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":4754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122954488,"gmtCreate":1624594699444,"gmtModify":1703841292448,"author":{"id":"3567788901897197","authorId":"3567788901897197","name":"tiongjlam","avatar":"https://community-static.tradeup.com/news/17e39c79b773fe9aa40e2c4a5bce11d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567788901897197","authorIdStr":"3567788901897197"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOCO\">$GoHealth(GOCO)$</a>????","listText":"<a href=\"https://laohu8.com/S/GOCO\">$GoHealth(GOCO)$</a>????","text":"$GoHealth(GOCO)$????","images":[{"img":"https://static.tigerbbs.com/1d1f6766187fb8ce342d49f700094cc3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122954488","isVote":1,"tweetType":1,"viewCount":4802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":126366574,"gmtCreate":1624544968298,"gmtModify":1703839982290,"author":{"id":"3567788901897197","authorId":"3567788901897197","name":"tiongjlam","avatar":"https://community-static.tradeup.com/news/17e39c79b773fe9aa40e2c4a5bce11d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567788901897197","authorIdStr":"3567788901897197"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOCO\">$GoHealth(GOCO)$</a>????","listText":"<a href=\"https://laohu8.com/S/GOCO\">$GoHealth(GOCO)$</a>????","text":"$GoHealth(GOCO)$????","images":[{"img":"https://static.tigerbbs.com/60ea396964a3fc7641bdadd2bebea4fd","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126366574","isVote":1,"tweetType":1,"viewCount":5238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":154849384,"gmtCreate":1625502149848,"gmtModify":1703742781245,"author":{"id":"3567788901897197","authorId":"3567788901897197","name":"tiongjlam","avatar":"https://community-static.tradeup.com/news/17e39c79b773fe9aa40e2c4a5bce11d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567788901897197","authorIdStr":"3567788901897197"},"themes":[],"title":"","htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154849384","repostId":"2149080331","repostType":4,"isVote":1,"tweetType":1,"viewCount":4242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127995459,"gmtCreate":1624810845271,"gmtModify":1703845454768,"author":{"id":"3567788901897197","authorId":"3567788901897197","name":"tiongjlam","avatar":"https://community-static.tradeup.com/news/17e39c79b773fe9aa40e2c4a5bce11d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567788901897197","authorIdStr":"3567788901897197"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127995459","repostId":"1132289893","repostType":4,"isVote":1,"tweetType":1,"viewCount":5006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125057686,"gmtCreate":1624637955345,"gmtModify":1703842572303,"author":{"id":"3567788901897197","authorId":"3567788901897197","name":"tiongjlam","avatar":"https://community-static.tradeup.com/news/17e39c79b773fe9aa40e2c4a5bce11d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567788901897197","authorIdStr":"3567788901897197"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125057686","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":"Missfresh, the \"first fresh food stock,\" opened below its issue price, falling more than 18% in early trading.","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 25, the \"first fresh food e-commerce stock\"<a href=\"https://laohu8.com/S/MF\">Missfresh</a>The company officially listed on the US stock market with an IPO price of $13. It opened at $10.65 today, a drop of more than 18% in early trading, and its total market capitalization exceeded $2.5 billion.</p><p><img src=\"https://static.tigerbbs.com/a26741e6bf10a3c331c1b43354d5e31c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>In this IPO, Missfresh issued a total of 21 million American Depositary Shares (ADSs) (including 24.15 million greenshoes). Based on the issue price of US$13, Missfresh's IPO will raise approximately US$300 million.</p><p>At the listing ceremony, Xu Zheng, founder and CEO of Missfresh, said that going public is not Missfresh's goal or end, but a new starting point for us to fulfill our mission and realize our vision. The digitalization of community retail has reached the eve of a major explosion, and facing the second half of the competition, Missfresh will never stop 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>The company is developing a 10 trillion yuan community retail market, with the main model being (A+B) x N.</b></p><p>Missfresh was founded in October 2014. Its founders, Xu Zheng and Zeng Bin, had previously...<a href=\"https://laohu8.com/S/00992\">Lenovo Group</a>He worked there for over ten years and became a senior executive at Lenovo Joyvio Group. In May 2015, Missfresh pioneered its pre-warehouse instant retail business, becoming a mobile e-commerce platform focused on providing consumers with high-quality fresh produce, covering all categories including fruits and vegetables, seafood, meat and poultry, dairy and snacks. As of March 31, 2021, Missfresh had established 631 pre-positioned warehouses in 16 cities in China, with a cumulative transaction volume of over 31 million users and an average delivery time of 39 minutes.</p><p>On June 9th, Missfresh officially submitted its prospectus to the U.S. Securities and Exchange Commission. The most interesting part of the prospectus details its updated (A+B)XN strategy this year.<b>A: Front-end warehouse instant retail, B: Smart market, N: Retail cloud</b>This reveals its ambitions in the larger community retail sector. Compared to the past, more people's understanding of Missfresh is still limited to online fresh food shopping. However, on the eve of its IPO, Missfresh quietly announced its platform-based model. Missfresh's transformation from a vertical self-operated company to a platform-based company is actually a shift from a trading company to a road-building company, and it also places 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>Missfresh's diversified layout breaks through its limited definition of \"fresh food e-commerce\". In the future, Missfresh will continue to leverage its advantages and pay close attention to market trends, leveraging its strengths and following the trend.</p><p>According to the prospectus, Missfresh's net revenue was approximately RMB 3.5467 billion in 2018, increased to RMB 6.0014 billion in 2019, and reached RMB 6.1304 billion in 2020. For the three months ended March 31, 2020, Missfresh's net revenue was RMB 1.6898 billion, and for the three months ended March 31, 2021, net revenue was RMB 1.5302 billion. GMV increased from RMB 4.7259 billion in 2018 to RMB 7.614.7 billion in 2020, with a compound annual growth rate of 26.9%. Data shows that the average order value of Missfresh's forward warehouse instant retail is 94.6 yuan.</p><p>Missfresh pioneered the pre-warehouse model in May 2015. Currently, it has opened 631 pre-warehouses in 16 first- and second-tier cities across the country, providing consumers with more than 4,300 express delivery products with an average delivery time of 39 minutes. Currently, it has more than 31 million transaction users and a GMV of 7.6 billion yuan in 2020. In the second half of 2020, Missfresh launched its smart farmers' market business, planning to promote the standardization of farmers' markets and upgrade them to small fresh food community shopping malls. As of May 31, 2021, it had signed operating agreements with 54 farmers' markets in 14 cities and was operating in 33 farmers' markets in 10 cities.</p><p>In addition, according to the prospectus, Missfresh's average order value of RMB 94.6 is the highest in the industry, its fulfillment expense ratio has continued to decline from 34.9% in 2018 to 25.7% in 2020, and its fulfillment profit margin (gross profit margin minus fulfillment expense ratio) is higher than the industry average.</p><p><b>Community retail digitalization is on the eve of a major explosion.</b></p><p>In terms of users, from 2018 to 2020, Missfresh had 5.1 million, 7.2 million and 8.7 million active users respectively, with an average spending of 558.0 yuan, 690.4 yuan and 712.8 yuan. Given that Missfresh defines effective users as \"transaction users whose product payments after deducting discounts and coupons exceed the cost of selling the relevant products,\" it therefore has a group of positive profit-contributing 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, Missfresh's average order value is 94.6 yuan, which is higher than other forward warehouse companies in the industry. The proportion of its core users (users who place orders four or more times within at least one month in a given year) among transaction users increased from 14.9% in 2018 to 21.1% in 2020. As of March 31, 2021, the annual consumption of core users reached 2,106 yuan.</p><p>In his speech, Xu Zheng mentioned, \"Although today is an important moment in Youshion's seven years of entrepreneurship, as a company that aims to create value continuously, aggressively, and in the long term, I hope that every Youshion employee can maintain the entrepreneurial mindset of Always Day One.\"</p><p>He stated that as a company that aims to pursue long-term value, MissFresh will maintain the \"always day one\" mentality, continue to explore the field of digital community retail, enable more families to enjoy a high-quality shopping experience, and help more merchants achieve efficient management and operation.</p><p>The digitalization of community retail is the largest and fastest-growing market in China in the future. According to data from iResearch Consulting, the scale of the community retail industry is expected to increase from 11.9 trillion yuan to 15.7 trillion yuan from 2020 to 2025, while the online penetration rate of community retail will increase from 20.9% to 45.5%. This means that by 2025, the scale of China's digital community retail industry will reach 7.2 trillion yuan.</p><p>As Xu Zheng said, going public is a new starting point. The digitalization of community retail has reached the eve of a major explosion. In the second half of the competition, community retail platforms are facing not only a battle for business, but also a battle for capital.</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>Missfresh, the \"first fresh food stock,\" opened below its issue price, falling more than 18% in early trading.</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\">\nMissfresh, the \"first fresh food stock,\" opened below its issue price, falling more than 18% in early trading.\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 25, the \"first fresh food e-commerce stock\"<a href=\"https://laohu8.com/S/MF\">Missfresh</a>The company officially listed on the US stock market with an IPO price of $13. It opened at $10.65 today, a drop of more than 18% in early trading, and its total market capitalization exceeded $2.5 billion.</p><p><img src=\"https://static.tigerbbs.com/a26741e6bf10a3c331c1b43354d5e31c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>In this IPO, Missfresh issued a total of 21 million American Depositary Shares (ADSs) (including 24.15 million greenshoes). Based on the issue price of US$13, Missfresh's IPO will raise approximately US$300 million.</p><p>At the listing ceremony, Xu Zheng, founder and CEO of Missfresh, said that going public is not Missfresh's goal or end, but a new starting point for us to fulfill our mission and realize our vision. The digitalization of community retail has reached the eve of a major explosion, and facing the second half of the competition, Missfresh will never stop 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>The company is developing a 10 trillion yuan community retail market, with the main model being (A+B) x N.</b></p><p>Missfresh was founded in October 2014. Its founders, Xu Zheng and Zeng Bin, had previously...<a href=\"https://laohu8.com/S/00992\">Lenovo Group</a>He worked there for over ten years and became a senior executive at Lenovo Joyvio Group. In May 2015, Missfresh pioneered its pre-warehouse instant retail business, becoming a mobile e-commerce platform focused on providing consumers with high-quality fresh produce, covering all categories including fruits and vegetables, seafood, meat and poultry, dairy and snacks. As of March 31, 2021, Missfresh had established 631 pre-positioned warehouses in 16 cities in China, with a cumulative transaction volume of over 31 million users and an average delivery time of 39 minutes.</p><p>On June 9th, Missfresh officially submitted its prospectus to the U.S. Securities and Exchange Commission. The most interesting part of the prospectus details its updated (A+B)XN strategy this year.<b>A: Front-end warehouse instant retail, B: Smart market, N: Retail cloud</b>This reveals its ambitions in the larger community retail sector. Compared to the past, more people's understanding of Missfresh is still limited to online fresh food shopping. However, on the eve of its IPO, Missfresh quietly announced its platform-based model. Missfresh's transformation from a vertical self-operated company to a platform-based company is actually a shift from a trading company to a road-building company, and it also places 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>Missfresh's diversified layout breaks through its limited definition of \"fresh food e-commerce\". In the future, Missfresh will continue to leverage its advantages and pay close attention to market trends, leveraging its strengths and following the trend.</p><p>According to the prospectus, Missfresh's net revenue was approximately RMB 3.5467 billion in 2018, increased to RMB 6.0014 billion in 2019, and reached RMB 6.1304 billion in 2020. For the three months ended March 31, 2020, Missfresh's net revenue was RMB 1.6898 billion, and for the three months ended March 31, 2021, net revenue was RMB 1.5302 billion. GMV increased from RMB 4.7259 billion in 2018 to RMB 7.614.7 billion in 2020, with a compound annual growth rate of 26.9%. Data shows that the average order value of Missfresh's forward warehouse instant retail is 94.6 yuan.</p><p>Missfresh pioneered the pre-warehouse model in May 2015. Currently, it has opened 631 pre-warehouses in 16 first- and second-tier cities across the country, providing consumers with more than 4,300 express delivery products with an average delivery time of 39 minutes. Currently, it has more than 31 million transaction users and a GMV of 7.6 billion yuan in 2020. In the second half of 2020, Missfresh launched its smart farmers' market business, planning to promote the standardization of farmers' markets and upgrade them to small fresh food community shopping malls. As of May 31, 2021, it had signed operating agreements with 54 farmers' markets in 14 cities and was operating in 33 farmers' markets in 10 cities.</p><p>In addition, according to the prospectus, Missfresh's average order value of RMB 94.6 is the highest in the industry, its fulfillment expense ratio has continued to decline from 34.9% in 2018 to 25.7% in 2020, and its fulfillment profit margin (gross profit margin minus fulfillment expense ratio) is higher than the industry average.</p><p><b>Community retail digitalization is on the eve of a major explosion.</b></p><p>In terms of users, from 2018 to 2020, Missfresh had 5.1 million, 7.2 million and 8.7 million active users respectively, with an average spending of 558.0 yuan, 690.4 yuan and 712.8 yuan. Given that Missfresh defines effective users as \"transaction users whose product payments after deducting discounts and coupons exceed the cost of selling the relevant products,\" it therefore has a group of positive profit-contributing 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, Missfresh's average order value is 94.6 yuan, which is higher than other forward warehouse companies in the industry. The proportion of its core users (users who place orders four or more times within at least one month in a given year) among transaction users increased from 14.9% in 2018 to 21.1% in 2020. As of March 31, 2021, the annual consumption of core users reached 2,106 yuan.</p><p>In his speech, Xu Zheng mentioned, \"Although today is an important moment in Youshion's seven years of entrepreneurship, as a company that aims to create value continuously, aggressively, and in the long term, I hope that every Youshion employee can maintain the entrepreneurial mindset of Always Day One.\"</p><p>He stated that as a company that aims to pursue long-term value, MissFresh will maintain the \"always day one\" mentality, continue to explore the field of digital community retail, enable more families to enjoy a high-quality shopping experience, and help more merchants achieve efficient management and operation.</p><p>The digitalization of community retail is the largest and fastest-growing market in China in the future. According to data from iResearch Consulting, the scale of the community retail industry is expected to increase from 11.9 trillion yuan to 15.7 trillion yuan from 2020 to 2025, while the online penetration rate of community retail will increase from 20.9% to 45.5%. This means that by 2025, the scale of China's digital community retail industry will reach 7.2 trillion yuan.</p><p>As Xu Zheng said, going public is a new starting point. The digitalization of community retail has reached the eve of a major explosion. In the second half of the competition, community retail platforms are facing not only a battle for business, but also a battle for capital.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26dac0b9aef9b62cf45137413315ab61","relate_stocks":{"MF":"MindForge Inc."},"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":4754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154840470,"gmtCreate":1625502085490,"gmtModify":1703742780592,"author":{"id":"3567788901897197","authorId":"3567788901897197","name":"tiongjlam","avatar":"https://community-static.tradeup.com/news/17e39c79b773fe9aa40e2c4a5bce11d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567788901897197","authorIdStr":"3567788901897197"},"themes":[],"title":"","htmlText":"8888","listText":"8888","text":"8888","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154840470","repostId":"2145503164","repostType":2,"isVote":1,"tweetType":1,"viewCount":4723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151222874,"gmtCreate":1625095715398,"gmtModify":1703735896726,"author":{"id":"3567788901897197","authorId":"3567788901897197","name":"tiongjlam","avatar":"https://community-static.tradeup.com/news/17e39c79b773fe9aa40e2c4a5bce11d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567788901897197","authorIdStr":"3567788901897197"},"themes":[],"title":"","htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151222874","repostId":"1163220942","repostType":4,"repost":{"id":"1163220942","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":1625066496,"share":"https://ttm.financial/m/news/1163220942?lang=en_US&edition=fundamental","pubTime":"2021-06-30 23:21","market":"us","language":"zh","title":"[Focus] Some celebrity Chinese concept stocks declined, with Pinduoduo falling by more than 4%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1163220942","media":"老虎资讯综合","summary":"6月30日，部分明星中概股走低，拼多多跌超4%，达达集团、新东方、有道跌超3%，高途、腾讯音乐、哔哩哔哩跌超2%，阿里巴巴、京东、百度跌超1%。","content":"<p>On June 30, some prominent Chinese concept stocks declined.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It fell more than 4%.<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/DAO\">Youdao</a>It fell more than 3%.<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It fell more than 2%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It fell by more than 1%.</p><p><img src=\"https://static.tigerbbs.com/bc64639a311561a9aa87d6b73888e89a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>[Focus] Some celebrity Chinese concept stocks declined, with Pinduoduo falling by more than 4%.</title>\n<style 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#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[Focus] Some celebrity Chinese concept stocks declined, with Pinduoduo falling by more than 4%.\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\">2021-06-30 23:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 30, some prominent Chinese concept stocks declined.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It fell more than 4%.<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>、<a href=\"https://laohu8.com/S/DAO\">Youdao</a>It fell more than 3%.<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It fell more than 2%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It fell by more than 1%.</p><p><img src=\"https://static.tigerbbs.com/bc64639a311561a9aa87d6b73888e89a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3299f0aa430f44d45729a266d0f7b350","relate_stocks":{"PDD":"拼多多","QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163220942","content_text":"6月30日，部分明星中概股走低，拼多多跌超4%，达达集团、新东方、有道跌超3%，高途、腾讯音乐、哔哩哔哩跌超2%，阿里巴巴、京东、百度跌超1%。","news_type":1,"symbols_score_info":{"QNETCN":0.9,"TTTN":0.9,"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":4847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159333957,"gmtCreate":1624940348479,"gmtModify":1703848455025,"author":{"id":"3567788901897197","authorId":"3567788901897197","name":"tiongjlam","avatar":"https://community-static.tradeup.com/news/17e39c79b773fe9aa40e2c4a5bce11d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567788901897197","authorIdStr":"3567788901897197"},"themes":[],"title":"","htmlText":"????","listText":"????","text":"????","images":[{"img":"https://static.tigerbbs.com/b429b1e6f54d932c24a41f031b8dae33","width":"1080","height":"3192"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159333957","isVote":1,"tweetType":1,"viewCount":4529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":124271208,"gmtCreate":1624769693904,"gmtModify":1703844859208,"author":{"id":"3567788901897197","authorId":"3567788901897197","name":"tiongjlam","avatar":"https://community-static.tradeup.com/news/17e39c79b773fe9aa40e2c4a5bce11d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567788901897197","authorIdStr":"3567788901897197"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[{"img":"https://static.tigerbbs.com/151e893d4fb92cc8bb1a5bd1a2a596bb","width":"1080","height":"3291"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124271208","isVote":1,"tweetType":1,"viewCount":4337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":122954488,"gmtCreate":1624594699444,"gmtModify":1703841292448,"author":{"id":"3567788901897197","authorId":"3567788901897197","name":"tiongjlam","avatar":"https://community-static.tradeup.com/news/17e39c79b773fe9aa40e2c4a5bce11d6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567788901897197","authorIdStr":"3567788901897197"},"themes":[],"title":"","htmlText":"<a 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