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Special Q3 financial report: Dead agricultural shrink self-employment, the average monthly activation household reached 741.5 million

via:新浪科技     time:2021/11/27 12:01:07     readed:388

On November 26, a lot of financial reports ended on September 30th. Financial report showed that the total collection period was a total of RMB 21.558 billion (about $ 33.376 billion) during the reporting period, an increase of 51% year-on-year, down 7% from the previous month, lower than the market expectation of 26.474 billion yuan. The net profit attributable to a lot of ordinary shareholders was RMB 1.640 billion, and the net loss of RMB 784.7 million in the same period last year. Not based on the US General Accounting Standards, the net profit attended by many ordinary shareholders is RMB 3.152 billion, and the net profit of the same period of the same period is RMB 466.4 billion.

Fighting a lot of chairman and CEO Chen Lei said that after the second quarter, the profit of this quarter will also be put into the "100 billion Agricultural Research": "We will transfer more towards the research and development, and use a lot of technology. Advantage, further promote agricultural digitization. "

Trading service growth 161% of the sales sales sharply

In terms of the number of users, as of the end of September this year, the number of active purchases of many platforms was 867.3 billion, an increase of 19% from the same period of the previous year; the average monthly activation households reached 741.5 billion in the same period in the same period of this year. Growth 15%.

According to the "China Internet Development Statistics Statistical Report" issued by the China Internet Information Center, as of June 2021, my country's netizens reached 1011 million. After 6 years of rapid growth, although the total user is considerable, there is a lot of users who have a large number of users who have access to users to increase. For the number of years of buyers, the net increase of 17 million in the quarter, which sharply fell sharply from the previous quarter, and is also much lower than the market grows more than 20 million.

In terms of business structure, many business income are mainly composed of platform online marketing technology services, trading services, and merchandise sales. The business income of platform online marketing technology services is 17.946 billion yuan, a year-on-year increase of 43.7%; trading services 3.477 billion yuan, a year-on-year increase of 161%; product sales in the third quarter of this year were 0.82 billion yuan, the project was 393 million in the same period last year, down 79% year-on-year, the revenue of goods sales in the previous quarter is 1958.2 billion yuan, which is sharply declined .

The GMV situation is still not disclosed in this quarter. However, from the perspective of financial report, the decline in product sales revenue is obvious. It may be due to the fatigue of GMV growth, and the average annual consumption of users encountered a bottleneck.

Commodity sales revenue is a new business in 2020, including the income brought by the self-service business. It is worth noting that in the first quarter of 2021, the business income accounts for 23%, and the rise is the second largest income source.

In this quarter, the changes in sales revenue in most commodities were more concerned. Ma Jing responded at the financial conference. When this business was initially launched, it clearly indicated that 1P (self-operated) business was temporarily temporarily providing consumers with unwanted products. Therefore, 1P business is not a lot of focus on a lot of attention. "As the platform business sales products are more diverse, we don't think that 1P business will bring more income for spelling."

With the shrinkage of the self-service business, there are a lot of future growth potential, it may also be regarded as the main business's three-party platforms and the business capabilities and financial performance of buying food business. In recent years, agriculture has always been the core of a lot of corporate mission and strategy. Among them, more buyers are part of their agricultural layout.

Can agriculture be a second growth curve?

This is a lot of net profit for the second quarter for the second quarter. Its Finance Vice President Ma said that the main reason for spelling a lot of profit in the past two quarters lies in the leverage brought by sales and marketing spending.

In terms of fees, spelling a lot of marketing costs decline in three consecutive quarters, and research and development is innovative. The quarter marketing cost is 10050.6 billion yuan, a reduction of 3% from the previous quarter; the R & D cost is 2.422.4 billion yuan, an increase of 34% year-on-year, mainly used in the investment in technology platform and the recruitment of R & D staff. It is reported that more than about 60% of employees are R & D staff.

Chen Lei said that there will be a lot of focus on marketing in the past five years. This year, 618, Double 11 big promotion, spelled a lot of "low-key" routes, and did not announce data such as turnover.

In terms of agriculture, in August of this year, there were "100 billion Agricultural Research Special", which announced that the second quarter and the future of the profit were prioritized. At the end of September, the "Tensill of Agricultural Research" won the approval of the shareholders' meeting. After the second quarter profits were put into this special project, all the profits of this quarter will continue to invest in this special project, further promoting the Popular Agricultural Science and Technology.

Special spells are currently focusing on investing to research and development field in order to lay the foundation for future stable long-term growth. It is expected that its future R & D fees will increase. Chen Lei also said that the company will provide more opportunities for young people. In the next half of the year, there will be more young managers to go to the stage, take on important functions.

However, due to the "Nong Agricultural Research Special Project" to obtain the approval of the Company's shareholders' meeting at the end of September, the impact of the financial in the third quarter has not been reflected in the financial report.

At present, the consumption market is weak, and the growth of users who have to continue to maintain rapidly has a large pressure. In the case of continuous investment agriculture, the short-term scale growth and profitability faces a certain challenge, and whether agriculture can become a second growth curve, there is also a big uncertainty.

Chen Lei mentioned at the financial conference of the financial report. Improve our user's psychological share, this is a new challenge for spelling more. "

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