申萬宏源:淘菜菜將助阿里觸達更大下沉市場,維持阿里買入評級
格隆匯9月29日丨2021年9月14日,阿里社區電商對外品牌統一升級為“淘菜菜”,總裁為阿里巴巴合夥人戴珊。申萬宏源28日發研報稱,淘菜菜整合阿里優勢資源全新亮相:在產端打通了盒馬、大潤發、零售通、1688及淘特、阿里數字農業的供應鏈,在銷端連接了淘寶和淘特;目前淘菜菜日單量快速提升,已達到800萬~900萬單,與興盛優選同列行業第三。淘菜菜利用阿里產端和銷端供應鏈以及生態流量,在社區電商產業鏈前端推進小店數字化,通過模塊化和多功能幫助小店提高店效;在產業鏈後端打通生鮮農產品產銷全鏈路,構建直採直銷網絡推動農產品規模化上行,同時驅動中小企業深度融入供應鏈,實現消費和產業互聯網高效串聯。申萬宏源稱,資源整合後,憑藉阿里供應鏈賦能,以及產業鏈末端社區小店的細密分佈,預計淘菜菜能有效發揮優勢,實現社區電商破局,幫助阿里觸達更大下沉市場消費者,擴大用户羣。維持盈利預測,預計22-24財年調整後的攤薄每股收益預測分別為58.9、74.2、86.7元人民幣,維持阿里巴巴買入評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.