微信小程序 force, Vipshop will have a net revenue of RMB 26.1 billion in the fourth quarter

Vipshop will disclose ERP system on the 21st

In its unaudited financial report for the fourth quarter of 2018, net revenue in the fourth quarter increased to 26.1 billion yuan. According to non-GAAP, the net profit attributable to Vipshop will be 911.6 million yuan, achieving the 25th consecutive quarter. profit. The strategic cooperation between Vipshop and Tencent and JD is still in steady progress, especially微信小程序在拉新、引流等方面表现突出。

According to financial report data, in the fourth quarter of 2018, Vipshop GMV was 41.8 billion yuan, a year-on-year increase of 15% compared with 36.3 billion yuan in the same period last year. For the whole year of 2018, VPG of Vipshop was 131 billion yuan, up 21% from the same period last year of 108.4 billion yuan. Since the fourth quarter of 2018, the contribution of the higher-margin apparel category GMV has increased, and Vipshop will transfer some of the standard categories from the self-operated business to the third-party merchant MP platform to improve profitability. The revenue generated by the MP platform is included in the GMV and is not fully included in the total net revenue. In view of this development of the revenue structure, Vipshop will begin to disclose the GMV, providing an additional perspective for the market to measure the scale of the business.

Thanks to the promotion of special sales and the promotion of good goods strategy, the number of orders and active users of Vipshop has maintained rapid growth. Take the two channels of the limited-time sale channel “Quick Robbery” and the deep discount channel “Crazy”, which are launched by Vipshop. In the fourth quarter, the number of customers in the fast-buying, snapping channel and the number of new customers both increased in multiples, attracting new customers. The strength is constantly increasing, the proportion of sales is rising, and the user's stickiness is obviously improved.

xx According to financial report data, Vipshop’s total orders in the fourth quarter reached 140.3 million units, an increase of 35% compared with 104.2 million units in the same period last year. In addition, active users grew at double-digit rates, up 13% year-on-year. As of the fourth quarter of 2018, the number of VIPs in Vipshop was 3.2 million, an increase of 38% from the third quarter.

According to the financial report, the strategic cooperation between Vipshop and Tencent and JD.com is still in steady progress. In the fourth quarter, Tencent and JD.com contributed 23% of the new customers to Vipshop, and the traffic performance was outstanding, and the results were in line with expectations.尤其是唯品会微信小程序在用户、流量等方面增速较快，新客环比增长38.3%。

In the future, Vipshop will continue to use Tencent's service notifications, public number, social sharing, payment, and coupons to continue to explore different marketing techniques, and further develop 小程序, and promote the transformation effect together with Tencent to explore greater development. space.

At the logistics level, up to now, Vipshop has a total global storage area of 3 million square meters. In November 2018, Vipshop Southwest Logistics Center built the world's largest honeycomb automatic collection cache system and put it into use.

xx