24h中概跟蹤
作者 | Len
數據支持 | 勾股大數據(www.gogudata.com)

【阿里巴巴投資者日:菜鳥物流運營能力取得紮實進展】
點評:中國快遞物流業正面臨全球供應鏈深刻變革、商業快速裂變、行業綠色轉型和智慧化升級等機遇與挑戰。目前菜鳥在物流核心能力建設上已取得一定進展,菜鳥全球物流服務已可幫助商家實現全球Top20城市5日達、整體節省20%的供應鏈成本,"一杯咖啡錢送全球"跨境包裹服務成為行業標杆,端到端進口供應鏈服務也成為海外品牌進入中國的第一選擇。預計堅持做產業互聯網公司的戰略方向,將幫助菜鳥打造互聯網數字化優勢,同時不斷夯實物流實業,在基於身位優勢的前提下持續夯實服務壁壘,支撐菜鳥未來更穩健可持續的發展。
【高盛:料阿里巴巴將重新審視整體願景和戰略 評級買入】
點評:預期阿里將重新審視並重申其整體願景和戰略,並提供個別業務線的更新和藍圖,當中在三大戰略支柱,即國內消費、全球化及雲計算中,競爭、市場份額和利潤率等成為關注重點。預計阿里將提出潛在的新戰略舉措,包括重新審視平台的商家主張,並改變消費者行為,此外也需關注宏觀環境復甦對中國市場的增長前景、行業競爭、商家的津貼及支持、新業務的進展、本地客户綜合化及菜鳥物流的擴展。
【交銀國際:京東業績增長相對更為穩健 維持買入評級】
點評:實物電商行業增速放緩,11月調整後同比增長4.9%。對比雙11大盤低雙位數的增長,交銀認為消費需求在大促期間得到釋放,尤其是服飾、母嬰品類在大促後消費同比下降。由於消費端疲弱和供應鏈緊張,雙11成交額增速放緩,主要電商平台加強扶持中小商户。抖音和快手搶佔行業增量,長期來看,消費場景多元化是大趨勢,但B2C電商在用户心智、平台基礎建設、商家服務能力佔優,將長期作為電商京東集團業績增長相對更為穩健,推薦關注京東確定性更高。
【瑞幸咖啡4.6億美元債務重組獲得美國法院批准】
點評:瑞幸債務重組計劃獲批准,意味着這項在開曼羣島法院制定的安排可以在美國實施。那麼根據法院文件,4.6億美元票據的持有人將獲得3.2億美元現金加新債券,一些股東們在瑞幸咖啡被指虛報銷售額後發起的很多訴訟也將被了結,瑞幸的債務重組在部分中概重返國內上市的背景下具有特殊意義。
【百濟神州 與維立志博達成抗LAG-3抗體LBL-007全球授權和合作協定】
點評:百濟神州被授予LBL-007的全球研發和生產許可,以及中國境外的獨家商業化權利。
LBL-007是一款靶向LAG-3通路的新型抗體,在單藥治療和與其他百濟神州產品管線中的腫瘤免疫藥物聯合上都具有組合潛力,其中包括與公司自主研發的抗 PD-1抗體藥物替雷利珠單抗的聯合,以提高抗腫瘤活性。預計發展前景廣闊,不僅能夠豐富腫瘤免疫治療藥物管線,也為全球臨牀研發的戰略要務和發展機遇提供支持,甚至有助於解決全球尚未被滿足的醫療需求。
注:本文由美股研習社團隊原創,轉載請註明出處,謝謝!
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