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published in(发表于) 2016/5/10 5:21:31
Jingdong lose 300 million yuan in the first quarter, Tencent QQ, the app not to force diversion,

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Jingdong lose 300 million yuan in the first quarter, Tencent QQ, the app not to force diversion-Jingdong, Jingdong Mall, Tencent, the app-IT information

On May 9 the store published financial report for the first quarter of fiscal year 2016 , the reporting period, Jingdong total (GMV) for 129.3 billion yuan, last year Beijing East core trading totaled 83.6 billion yuan, an increase of 55% per cent slowdown in 24%; net income of 54 billion yuan, an increase of 47.3%, less than analysts had expected. Non-United States under generally accepted accounting principles (Non-GAAP) operating loss of 295.7 million Yuan, up narrow.

9th after the stocks, shares in diving, Jing dong a share at one point down more than 9%. Final Jing dong fell 7.02%, closed at $ 23.43.

Though revenue fell short of analysts ' expectations, but disclosed in the earnings Mall Jingdong business profitable, Jingdong Mall during the reporting period in non-United States GAAP operating margin was 0.5%, compared to 0.1%.

Jingdong completed orders 342.1 million in the first quarter, an increase of 54%. Among them, the percentage of completed orders through the mobile channel has exceeded 70%, to 72.4%, an increase of more than 160%. Jingdong annual active users 169.1 million, an increase of 73%.

Jingdong twice times the growth while still maintaining industry growth, but growth is slowing. In the Conference call, Jingdong CFO in answering analysts ' questions, Huang Te-believes that this is because traffic from Tencent's entrance to the East support through three quarters of high growth began to slow down. He said that according to the data of the previous quarters, each quarter of growth slows 20%.

On March 10, 2014, Tencent buy Jingdong common stock, East 15% of the ordinary shares in circulation prior to listing, to the East of Beijing and micro-level entrance location and mobile QQ client support and other key platforms.

Double 11 on the eve of last year, Tencent and East Beijing launched the "Beijing make plans", and hope that in the next 4-5 the willingness of most micro-and hand Jingdong Q users into the users. At that time, Chairman Liu Jingdong said Jingdong Tencent flow resources is less than 10%.

But Tencent brings to the East flow of dividends now in decline. Says Mr Huang of vanceinfo in vertical in the category as a whole, traffic from Tencent's conversion has fallen significantly in the quarter, which have a negative impact on growth. "If the vertical impact on GMV is 3% product category last year, then this year the category of GMV's impact reaches 6%. "For example, he said.

In addition, Jingdong had submitted to the United States SEC file exposure Jingdong equity, as of February 29, 2016, Group CEO Liu Jingdong by Max Smart Limited and Fortune Rising Holdings Limited owns 16.2% and 2%. Among them, Max Smart Limited holds the right to vote is 71.5%. About 9.3% of Fortune Rising Holdings Limited the right to vote, which Liu all reserves the right to vote. Total of Beijing Liu Dong 16.4% per cent and 80.9% per cent of the vote.

In April, Beijing East to Merrill Lynch Pierce, Fenner & Smith Incorporated and UBS a $ 1 billion note issued by Hong Kong companies, and on the Singapore Exchange.


京东一季度亏3亿元,腾讯QQ、微信导流不给力 - 京东,京东商城,腾讯,微信 - IT资讯

5月9日晚京东商城公布了2016财年第一季度的财务报告,报告期内,京东交易总额(GMV)为1293亿元人民币,去年同期京东核心交易总额为836亿元人民币,同比增长55%,环比增速下滑24%;净收入为540亿元人民币,同比增长47.3%,低于分析师预期。非美国通用会计准则下(Non-GAAP)经营亏损为2.957亿元人民币,同比收窄。

9日美股开盘后,中概股纷纷跳水,京东股价一度下跌超过9%。最终京东股价下跌7.02%,以23.43美元收盘。

尽管营收不及分析师预期,但京东在财报中披露商城业务开始盈利,报告期内京东商城在非美国通用会计准则下经营利润率为0.5%,上年同期则为-0.1%。

京东在第一季度完成订单量3.421亿,同比增长54%。其中,通过移动端渠道完成的订单量占比已突破7成,达到72.4%,同比增长超过160%。京东年度活跃用户数1.691亿,同比增长73%。

京东的增速虽然仍然保持行业2倍的增长速度,但是增速放缓。在电话会议中,京东CFO黄宣德在回答分析师提问时认为,这是因为腾讯入口给京东带来的流量支持在经历了三个季度的高速增长后开始减速。他称根据前几个季度的数据,每个季度的增速都减缓了20%。

2014年3月10日,腾讯收购京东普通股,占京东上市前在外流通普通股的15%,并向京东提供微信手机QQ客户端的一级入口位置及其他主要平台的支持。

去年双11前夕,腾讯和京东推出“京腾计划”,希望在未来4到5年把大部分有消费意愿的微信和手Q用户转化成京东用户。当时,京东董事长刘强东表示,京东利用腾讯流量资源还不到10%。

但是现在腾讯给京东带来的的流量红利正在衰减。黄宣德称在整个垂直品类中,腾讯带来的流量转化在该季度都出现了显著下滑,从而对增长速度带来不利影响。“如果垂直产品品类去年对GMV的影响是3%的话,那么今年该品类对GMV的影响就达到6%。”他举例称。

此外,京东此前递交给美国SEC的文件曝光京东股权,截止到2016年2月29日,京东集团CEO刘强东通过Max Smart Limited和Fortune Rising Holdings Limited持股16.2%和2%。其中,Max Smart Limited持有投票权为71.5%。Fortune Rising Holdings Limited有约9.3%的投票权,这部分投票权归刘强东所有。刘强东共拥有京东16.4%的股权和80.9%的投票权。

4月,京东向美林Pierce, Fenner & Smith Incorporated,以及瑞银香港公司发行10亿美元票据,在新加坡交易所挂牌。






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