More than 80% of new users in 2020 will come from sinking, and another Unicorn will emerge in 2021

Zhang Zhiqiang 2021-04-08 10:01:53
new users come sinking unicorn


Each by the reporters : Wang yubiao Each by the editors : Chen Jianrui

3 month 11 Japan , Jingdong group (NASDAQ:JD;HK:09618) Released 2020 Fourth quarter and full year results , The core performance indicators exceeded market expectations .

Results show that ,2020 year , The annual net income of Jingdong group is 7458 One hundred million yuan ( RMB , The same below ), Year-on-year growth 29.3%, Among them, the net service income is 939 One hundred million yuan . The net profit attributable to common shareholders is 494 One hundred million yuan ; Non US GAAP (Non-GAAP) Net profit growth attributable to common shareholders 57% to 168 One hundred million yuan .

2020 super 80% New users come from 、2021 Another Unicorn came to the surface ? Jingdong's capital territory expands again


Jingdong group 2020 Fourth quarter and full year results

source : Jingdong financial report

《 The daily economic news 》 Reporters noted that , Just as of now 2020 year 12 month 31 In terms of the fourth quarter results of June , The net income of Jingdong group is 2243 One hundred million yuan , Year-on-year growth 31.4%, Among them, the net service income is 321 One hundred million yuan , Year-on-year growth 53.2%, The proportion of net income reaches 14.3%; The net profit attributable to common shareholders is 243 One hundred million yuan ,Non-GAAP Net profit growth attributable to common shareholders 194% to 24 One hundred million yuan .

2020 Year is undoubtedly a harvest year for Jingdong , Especially in the capital market : In the middle of this year, Jingdong returned to Hong Kong and went public for the second time , Dada group 、 Jingdong health has “ bell ”, And the Lunar New Year is just a few days away , Jingdong Logistics formally submitted the prospectus .

And on the day of the financial report , Another unicorn in Jingdong “ Jingdong produces and develops ” Surface , a 7 Billion dollars A Round of funding .

A year's net increase 1.1 More than 100 million active buyers 80% From the sinking market


In the market environment where the flow dividend is exhausted , The number of active users has undoubtedly become the lifeblood of the development of e-commerce giants and the focus of external competition .

It is worth noting that , By 2020 year 12 month 31 Japan , Jingdong past 12 The number of active customers in the past two months is relatively small 2019 In the same period of 3.620 Billion growth 30.3% to 4.719 Billion , Net growth 1.1 Billion , exceed 80% The new active users come from the sinking market . among ,2020 Fourth quarter of 2007 , Jingdong's annual net increase in number of active customers exceeded 3000 ten thousand , Created the highest growth rate since the listing .

From the sinking market 1.1 100 million incremental users , Let the total number of active users of Jingdong expand by a large margin, close to 5 Billion .

Reporters noted that ,2018 Fourth quarter of 2007 , Jingdong's annual growth rate of active purchasing users dropped to single digits ,2019 It's the first time that double-digit growth has returned in , Now it's back to high growth , The systematic sinking of Jingdong has achieved remarkable results .

2020 year 12 Mid month , Jingdong officially announced the establishment of a strategic emerging business facing the sinking market “ Jingxi business group ” There are four types of business : Jingxi APP、 Jing Xi pin pin 、 Jingxitong ( The original Jingdong new road ) And Jingxi express . Business flow and collaborative logistics , Jingdong incorporated and integrated the business lines on the sinking front in the past year , Form a new strategic focus .

one side , Online relying on Jingdong master station and Jingxi business two wheel drive ; On the other side , Jingdong Logistics “ Thousands of counties and towns 24 Hourly ” Plans to join the system with the Express brand Jingxi express two parallel . Combined with the offline Jingdong computer digital store 、 Jingdong home appliances store 、 Jingdong shopkeeper Bao cooperates with stores and other consumption scenes , Expand the sinking market in an all-round way in the form of combination boxing .

Research and development 4 Annual investment nearly 600 Billion , The weight of technology is unprecedented


《 The daily economic news 》 The reporter learned from Jingdong that , from 2017 Since the beginning of the year, the company has been fully transforming to technology , In the past 4 Jingdong system has invested nearly 600 100 million yuan for technology research and development . In Jingdong's diversified application scenarios , The value of technology is revealed , Such as 2020 Fourth quarter of 2007 , Jingdong group's inventory turnover days further reduced to 33.3 God .

Besides , In compiling cloud and AI After the establishment of the business, Jingdong technology sub group replaced Jingdong digital technology and became Jingdong “ troika ” One of , It's not hard to see. , Technology has gained unprecedented weight in Jingdong .

in fact , As early as 2017 At the opening ceremony of Jingdong in , Jingdong group emphasizes :“ The next 12 years , Jingdong only has technology , technology , technology .” At the time , Jingdong began to clarify the strategic direction of technological transformation .2019 year 11 month 15 Japan , The jingdong 2019 Q3 On the financial report call , Liu qiangdong once again said ,“ Jingdong technology investment is continuous 6 This year's growth exceeded that of income ,2019 It's a three digit growth year . future 5 Annual technology investment will far exceed revenue growth , Technology will be the driver of revenue and profit .”2020 year 10 month , Jingdong Logistics officially released Jingdong Logistics Technology brand , The reporter learned from Jingdong that , Jingdong Logistics Technology has become the second growth curve of Jingdong Logistics after the integrated supply chain .

From consumer Internet to industrial Internet , Liao Jianwen, chief strategy officer of Jingdong group, believes that ,“ Jingdong has been doing industrial Internet ”, The core and key is , On the one hand, it lies in the depth of the layout of the supply chain , On the other hand, Jingdong “All in technology ” play .

Multi line industrial layout has entered deep water area : Jingdong produces and develops 7 Billion dollars A Round of funding


in the light of 2020 Fourth quarter and full year results , Mr Liu said ,“ This quarter , Jingdong continues to promote the supply chain based technology and service strategy , Constantly enrich the diversity of the company's income . meanwhile , Jingdong will also actively respond to market development and changes in demand , And continue to invest in innovation 、 High growth potential business , To help the company grow sustainably in the long run .”

It is worth mentioning that , Jingdong's income structure is changing .

Results show that , In the fourth quarter, Jingdong's net service revenue reached 321 RMB 100 million , It accounts for more than 14.3%, Refresh history .

In terms of income structure , Jingdong vigorously expands third-party business services . Results show that , In the fourth quarter, Jingdong's advertising and marketing revenue was 174.8 One hundred million yuan , Year-on-year growth 30%.

Besides , JD.COM 2020 In 2005, we launched in all directions on the business map of innovation and high growth potential , Jingdong also has diversified sources of income and sustained growth .

2020 year 12 month , Jingdong stores fresh racetracks twice a month :7 100 million US dollars investment ,8 100 million Hong Kong dollars in China Geographic , Relying on their own business flow 、 Logistics and other advantages , Jingdong group buying in the community 、 The distribution of fresh food and other businesses has basically formed a closed loop .

Jingdong's multi line industrial layout has also entered the deep water area .

Disclosure of performance at the same time , Another Unicorn hatched by Jingdong “ Jingdong produces and develops ” Debut .

As Xu ran, chief financial officer of Jingdong group, said in the financial report ,“ Several new business sectors that the company focuses on incubating are progressing smoothly , Including the successful listing of Jingdong health on the main board of the stock exchange , Jingdong Logistics submits listing application form to the stock exchange , And Jingdong production and development A The promotion of round financing .”

It's just 3 month 11 Japan , Jingdong Industrial Development Co., Ltd., a subsidiary of Jingdong, which provides infrastructure asset management and comprehensive services, announced that it will cooperate with the joint leading investors, Hillhead capital, Huaping investment and other investors , Signed a non redeemable A The final agreement on the round of preferred stock financing . The total amount of financing for this transaction is expected to be about 7 Billion dollars , The completion of the deal will also depend on other conditions . Upon completion of the transaction , Jingdong group will remain the controlling shareholder of Jingdong Industrial Development Co., Ltd , JD will further strengthen its infrastructure property management capability , And will be positioned as high quality infrastructure property development 、 Enterprises operating and managing .

Reporters noted that , One side , As a long-term structural value investor , Highland capital has invested in the subsidiary of Jingdong for many times . One of the most remarkable is from 2018 year 2 month , Highland participated in Jingdong Logistics as high as 25 Billion dollar financing , This has also become the largest single financing in China's logistics industry .

On the other hand , In the past two years , As a cornerstone investor, Hillhouse has also been established , He has been in charge of many property companies . Insiders believe that , It is different from the traditional mode of emphasizing assets in residential real estate development , Property management industry belongs to light asset industry , First, there is no big capital expenditure , Second, have a stable income , Also has a higher rate of return ,ROIC On average, it can reach 20% above . This should be an important reason for us to focus on this industry from a strategic perspective . meanwhile , The cash conversion rate of property management industry is generally high , To have stable and sufficient operating cash flow , In order to support the M & A expansion of leading enterprises .

Announcement shows that , After the successful completion of two logistics real estate core funds , Jingdong is produced in 2020 The first logistics real estate development fund was launched in the fourth quarter of , The scale of asset management is up to 30 RMB 100 million , Core investors include Singapore's sovereign wealth fund GIC And the UAE sovereign investment company mubadara . Up to now , The total asset management scale of core funds and development funds exceeds 190 RMB 100 million .

As of US east time 3 month 11 Closed yesterday , Jingdong's share price rose 0.76%, newspaper 90.01 dollar / stocks , Total market value of 1408.56 Billion dollars . By the end of time , Jingdong Hong Kong shares fell 4.88%, newspaper 343.2 The Hong Kong dollar / stocks , Total market value of 1.07 Trillion Hong Kong dollars .

The daily economic news
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