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聚美优品股价四天大涨45.5% 街电业务获市场青睐

2017-08-21 18:20:28   中国经济网

8月上旬以来,随着中国经济企稳回升,中概股表现抢眼,集体强势回归。其中,聚美优品涨幅最为明显,已持续数日大幅增长,目前累计涨幅已达45.5%。

目前外界持续看好聚美未来的股价走势。有分析称,聚美目前不断布局的新业务获得市场认可,是其股价强势反弹的一个重要原因。据了解,目前聚美旗下的共享充电宝项目稳居市场第一,技术和用户体验均有着明显优势,这也增加外界对聚美发展潜力的信心。

据了解,今年5月份共享充电宝行业的创业项目达到22个,投资机构超过38家,总融资额超过12亿,这是共享单车同时期的4倍。而聚美投资街电后,也引发业内广泛关注。

数月过后,街电目前的表现抢眼。

而7月份,街电铺设的柜机已超过20万台,充电宝数量达到139万,比6月增长量148%。当月共有292万用户借用街电充电宝,最高日订单超过22万,比6月增长65%。

据街电CEO原源介绍,街电在全国30多个一二线城市完成布局,用户数总计500万人以上,是共享充电宝市场绝对的领跑者。

陈欧称,今年8月中旬,街电日订单将超过50万,根据现有生产、推广和用增长速度推算,街电日订单年底将超过千万。

这背后,是街电充电宝的模式优势。相比于桌面模式,街电用户可以自由移动,对商家而言,也不会存在占据用餐时间影响翻台率的问题。此外,小机柜的街电可以深入商场的各个商家,比大机柜模式距离用户更近。

而且街电在技术专利方面拥有明显地领先优势。街电的原生产方海翼,其Anker品牌是北美第一品牌,在硬件方面、上游供应能力方面拥有长期的积累。

例如街电自带的充电线可以经受10万次的弯折,插头是唯一经过苹果和MFI认证的,“其他的全是盗版”。插入手机的瞬间,绝不会出现“未经过验证”的提示,进而确保了街电的快充技术。

今年7月街电也曾对来电提起诉讼,称其对街电的三项发明专利技术侵权。据腾讯财经报道,街电持有的多项专利授予时间,均早于市场体量逊色于自己的来电。

相比于对手,街电对于整个供应链的把控能力也更为出色。很多对手急于扩张,却忽视硬件与用户体验的问题,会导致用户快速衰减。而街电依托海翼成熟的技术和市场优势,避免了供应链大量的不确定性。

此外,街电本身也具有比共享单车更为全面的场景优势。街电长时间握在手中,距离用户更近,未来在本地生活服务、wife服务、视频娱乐等场景中,能够产生的价值更大。

根据陈欧掌握的数据,目前街电的用户留存率、使用频次和使用率都比对手更高。他希望能够“让全球手机永不断电”,更远的未来,街电还将延伸到电动车、电瓶车等多种场景,实现用户各类需求的永不断电。”

如今,聚美电商业务表现稳定,其品质化战略正在获得消费者的认可。随着聚美不断拓展街电这样的新兴业务,其持续的增长能力被外界看好,按照陈欧设想,聚美正将自己打造成一个没有边界的、科技互联网life sytle公司。

这些因素之下,也成就了聚美近期股价的强势。有分析者称,随着不同业务的良好表现,聚美股价或将迎来更大幅度的涨势。

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