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一亩田纳斯达克上市首日暴跌31.7% 农业电商第一股面临盈利考验
Xin Lang Zheng Quan· 2025-08-25 09:45
尽管有着"农产品电商第一股"的光环,且获得红杉中国等知名机构的多轮投资,但一亩田至今未能实现 盈利,其商业模式在盈利可行性上依然存疑。 资本市场的现实反应 上市首日,一亩田的开盘表现曾令人振奋。开盘价达到5.88美元/股,较发行价大幅高开43.41%,但这 一势头未能维持,股价随后急剧下滑。 截至当日美股收盘,一亩田股价报收2.80美元/股,较发行价下跌31.71%。这一表现逊于市场预期,反 映出投资者对公司前景的担忧。 一亩田此次IPO共发售452.2万股美国存托股票(ADS),发行价格为每股4.1美元。若承销商全额行使 48.8万股ADS的超额配售权,一亩田本次IPO募资约2200万美元。 公司表示,本次募资主要用于继续拓展线下"沃来采"农产品经纪服务网络,进行全面农产品经纪服务流 程和制度的梳理、设计,并推进国际化相关业务。 尚未实现的盈利之路 财务数据显示,一亩田尚未实现盈利,且营收增长乏力。2022-2024年,一亩田营收分别为1.56亿、1.88 亿和1.61亿元人民币,呈现波动下降趋势。相应的净亏损分别为1.16亿、1.06亿和0.349亿元人民币。虽 然亏损降幅达67%,但这看似乐观的转变依靠 ...
小屏幕打开大市场!皋兰县农产品借电商闯出新天地
Sou Hu Cai Jing· 2025-08-23 11:26
农村电商不仅让来自乡土的产品走向更加广阔的市场,还给乡村振兴带来了新的机遇。近年来,皋兰县立足县域特色 农业资源,以电商赋能乡村振兴,通过激发产业活力、培育特色品牌、融合线上线下、完善供应链体系等举措,推动 县域经济高质量发展。 在电商蓬勃发展的当下,传统农业生产模式与现代信息技术深度融合,农民不再局限于"锄头+镰刀"的传统生产模 式,还通过"键盘+鼠标"主动找市场,根据不同的消费需求不断调整生产结构,优化服务方式。 "过去咱们合作社的产品好,但不懂线上运营,包装也跟不上趟,再好的东西也都卖不上好价钱。"皋兰县小农人种植 专业合作社负责人张宗程回忆起当初的困境,仍有感慨。 针对县域电商企业普遍存在的运营能力不足、品牌意识薄弱等问题,皋兰县商务局牵头组织全县12家电商企业、合作 社开展专题交流会,围绕质量提升、品牌打造、包装设计、直播带货等核心议题"把脉问诊"。 "会上大家把遇到的难题摆出来,政府部门帮我们对接设计公司,还邀请电商专家来培训。麦粒香的'牛面世家'牛肉拉 面就是在此次交流会后确定的升级方向。"皋兰县电商协会会长杨涛说。 通过政企联动、企业互鉴,全县电商企业逐步形成抱团发展的共识,今年上半年,全县新 ...
金融“活水”润沃土 绘就“三农”新图景 中信银行北京分行为乡村振兴注入强劲动能
和讯· 2025-08-22 10:56
乡村振兴,金融先行。继2025年中央一号文件提出,创新乡村振兴投融资机制,加大对乡村振兴领 域资金投放;不久前,中国人民银行、农业农村部印发了《关于加强金融服务农村改革 推进乡村全 面振兴的意见》,进一步指明金融服务乡村振兴的方向。 中信银行北京分行作为金融服务乡村振兴的排头兵,紧扣"聚焦重点、突出特色"经营主线,充分发 挥国有金融机构的政策优势和集团产融协同的特色专长,创新构建"五融"协同乡村振兴综合服务体 系,持续推动金融服务乡村振兴从"单一输血"向"生态赋能"迭代升级,打通金融"活水""赋能"乡村 振兴的"最后一公里"。 当金融之笔于乡野沃土挥毫,泼墨间流淌的不仅是资本活水,更擘画出"农业强、农村美、农民 富"的工笔画卷。内蒙古的草原上,伊利集团的合作牧场沐浴着晨光,满载新鲜原料奶的运输车正驶 向加工厂;几百公里外,中广核的风电机组伫立在荒漠与风场间,源源不断地将绿色电力送入电网; 数字经济领域,农产品B2B平台"一亩田"通过移动互联网技术高效连接5200万用户,年促成交易额 达3000亿元——这些场景的背后,都有中信银行北京分行以多元化金融服务模式,深度践行乡村振 兴战略的坚实足迹。 近期,该行近期成 ...
前7个月我国农产品网络零售额同比增长7.4%
Xin Hua She· 2025-08-21 10:48
新华社北京8月21日电(记者谢希瑶)商务部新闻发言人何咏前21日介绍,今年1至7月,我国农产 品网络零售额同比增长7.4%。 何咏前在商务部当天举行的例行新闻发布会上说,近年来,在各地各部门共同努力下,农村电商高 质量发展取得积极成效。 具体来看,农村消费市场不断繁荣,1至7月,农村网络零售额同比增长6.4%。农村物流体系日趋 完善,2022年以来,县域商业建设行动支持各地建设改造县级物流中心1285个、乡镇快递物流站点1457 个,全国行政村快递服务覆盖率已达95%。农村电商创业持续活跃,相关研究机构数据显示,截至7月 底,全国农村网商数已超过1950万家,同比增长6.4%。 何咏前说,下一步,商务部将继续围绕全面推进乡村振兴,会同相关部门深入实施农村电商高质量 发展工程,进一步提高农村电商应用水平,促进电商与农村一二三产业深度融合,助力农民增收和农村 消费。 ...
北京又诞生了一个明星IPO
投中网· 2025-08-21 06:48
Core Viewpoint - Aumutan Group has successfully listed on NASDAQ, becoming the only Chinese agricultural internet company on the exchange, with an opening price of $5.88 per share and a market value of approximately $255 million [6][7]. Company Overview - Founded in 2011 in Beijing, Aumutan has evolved from an information platform to a comprehensive digital service company covering the entire agricultural supply chain, serving over 56 million customers and becoming China's largest agricultural B2B platform [6][10]. - The company has completed six rounds of financing before its IPO, attracting investments from over ten well-known institutions, including Sequoia Capital and Yunfeng Capital [6][7]. Business Development - Aumutan started as a platform to address information asymmetry in rural areas, initially generating revenue through advertising on Baidu [9]. - The company launched its mobile app in 2014 and expanded its team significantly to facilitate online and offline transactions [9][10]. - A critical turning point occurred in 2015 when the company faced operational challenges, leading to a strategic pivot back to information services [10]. - In 2022, Aumutan began extending its business upstream in the supply chain with the "Wozhongtian" digital base plan, aiming to guide agricultural production based on market demand [10]. Financial Performance - Aumutan has not yet achieved profitability, but its losses are narrowing, with projected revenues of 156 million yuan, 188 million yuan, and 161 million yuan for 2022, 2023, and 2024 respectively, and corresponding net losses decreasing from 116 million yuan to 34.94 million yuan [12]. - The company boasts a remarkable gross margin of 81%, with gross profits projected to reach 131 million yuan in 2024 [13]. Future Plans - The funds raised from the IPO will be allocated towards technology development, market expansion, and business innovation, aiming to enhance the company's position in the global digital agriculture sector [14]. Investment Background - Sequoia Capital has been a significant investor, participating in four rounds of financing since 2013, highlighting the strong backing from prominent investment institutions [15][17].
武夷山市举办2025年高素质农民培育‘新农商’《电商运营》培训班,结合AI助力乡村振兴
Sou Hu Cai Jing· 2025-08-19 19:59
Core Viewpoint - The training program aims to enhance the e-commerce operational skills of farmers in Wuyishan City, promoting online sales of local agricultural products and contributing to rural revitalization [1][10]. Group 1: Training Program Overview - The training was held from August 14 to 16, organized by the Wuyishan City Agricultural and Rural Bureau and aimed at cultivating high-quality farmers in e-commerce [1]. - A total of 50 participants attended, including major agricultural producers, family farm owners, cooperative members, and returning entrepreneurs [2]. Group 2: Course Content and Delivery - The curriculum included practical topics such as short video production, AI software usage, live streaming processes, logistics management, and customer communication [2]. - Professional instructors and e-commerce experts utilized theoretical lectures, case studies, and hands-on exercises to impart knowledge and skills [2]. Group 3: Practical Application and Feedback - In the short video production segment, participants learned about filming techniques, editing methods, and using AI tools to create engaging video content [5]. - Participants expressed significant learning outcomes, with one stating that the training provided essential skills for promoting their agricultural products through e-commerce [7]. Group 4: Future Implications - The Wuyishan City Agricultural and Rural Bureau emphasized the importance of training high-quality farmers who are skilled in technology and management to drive rural e-commerce development [10]. - The successful completion of the e-commerce training program is expected to open new avenues for local agricultural product sales and upgrade the agricultural industry, supporting the implementation of rural revitalization strategies [10].
淳安“大下姜”主播集体“充电”赋能“食安共富”
Hang Zhou Ri Bao· 2025-08-12 02:29
"灯光角度差几度,农产品的卖相和下单率就大不同,这次学习解决了不少实操难题。"在参观临安 区"江南舅舅"直播基地时,来自淳安"大下姜"的农品主播张华深有感触。近日,淳安县市场监管局组 织"大下姜"区域10余名主播及运营人员,专程赴临安区开展直播电商专项学习,为扎实推进"食安共富 幸福村"建设探寻经验、汲取智慧。 "食安共富幸福村"建设以行政村(社区)为基本单元,旨在整合要素资源,做强食品作坊、美食 村、特色土特产、农村电商等食品产业链;同时健全农村食品安全治理体系,助推美丽乡村建设;并加 快完善农村家宴、养老助餐等公共服务设施,推进城乡基本公共服务一体化。其核心目标是全面提升农 村食品安全水平,促进农业增效、农民增收,实现共同富裕。 近年来,淳安县以下姜村为示范引领,成立"大下姜"乡村振兴联合体,充分发挥生态优势,抱团发 展集体经济,成功探索出一条"先富帮后富、区域共同富"的乡村振兴新路。下姜村的美丽蝶变故事,加 上"大下姜"区域得天独厚的生态环境和丰富的特色农产品,为发展直播电商提供了广阔舞台。此次选择 对标学习"江南舅舅"直播基地和"老香农"食品公司,正是因为这两家企业分别代表了"内容驱动"与"供 应链驱 ...
数字乡村建设助力农业农村现代化
Xin Lang Cai Jing· 2025-08-10 12:03
数字乡村是乡村振兴的战略方向。今年以来,各地加快数字乡村建设,着力推动农业增效益、农村增活 力、农民增收入。一部手机,管理成百上千亩农田;一场农家直播,村里的农产品远销各地;数据进 村,很多事不出村就能办。数字技术正影响和改变着中国农村的生产生活方式。今年上半年,我国农产 品电商交易额增长17.2%,增长的背后依托的是全国30多万个村级寄递物流综合服务站,数字乡村建设 让农村电商产业链蓬勃兴起。(央视新闻) ...
带货冠军牵走“怀集石山羊”!怀集新农人直播助农产出山
Nan Fang Nong Cun Bao· 2025-08-05 03:33
Core Viewpoint - The article highlights the successful launch of a live-streaming e-commerce competition in Huaiji County, aimed at promoting local agricultural products and enhancing the county's market presence through innovative marketing strategies [3][4][31]. Group 1: Event Overview - On August 2, a live-streaming competition took place in the Wangjing Ecological Park, featuring twenty live-streaming rooms where new farmers showcased Huaiji's unique agricultural products [2][3]. - The event was part of the "12221" market system construction project, which aims to deepen the high-quality development of rural areas as per provincial directives [6][31]. - The competition involved 20 teams of new farmers, integrating local cultural resources to broaden the marketing channels for Huaiji's agricultural products [7][8]. Group 2: Sales Performance - The live-streaming event generated nearly 70,000 yuan in sales, demonstrating the effectiveness of the e-commerce approach in promoting local products [9][24]. - The winning team, "Ah Mei Zuo Xiang Cun," achieved a remarkable single-session sales figure of 47,700 yuan, showcasing the potential of live-streaming as a sales channel [30][29]. Group 3: Marketing Strategies - The competition featured expert judges who evaluated participants based on their marketing techniques, including flow conversion and live-streaming performance [16][17]. - Participants effectively utilized traceability marketing techniques and creatively integrated local cultural IP, significantly enhancing brand value [18][21]. Group 4: Future Implications - The event is seen as a crucial step in implementing the "12221" market system in Huaiji, marking the first deep integration of cultural IP with agricultural marketing in the province [31][36]. - The county plans to continue developing the e-commerce live-streaming industry chain, aiming to expand the reach of Huaiji's agricultural products nationwide [39].
加速构建促进农产品消费的良性生态
Zheng Quan Ri Bao· 2025-07-30 17:19
Core Viewpoint - The recent implementation of the "Implementation Plan for Promoting Agricultural Product Consumption" by the Ministry of Agriculture and Rural Affairs and ten other departments aims to stimulate the consumption potential of agricultural products and address pain points in the agricultural product circulation sector [1][2]. Group 1: Policy Measures - The policy is designed to enhance the agricultural industry chain through improved infrastructure, innovative financial support, expanded sales channels, and promotion of industry integration, thereby accelerating the construction of a healthy ecosystem for agricultural product consumption [2]. - Key measures include breaking through circulation bottlenecks by providing innovative financial support, particularly in cold chain logistics, brand marketing, and production-sales connection channels [2][3]. Group 2: Financial Innovation - There is a growing demand for high-quality specialty agricultural products, necessitating financial and technical empowerment to address existing bottlenecks in the industry chain [2]. - The development of specialized financial products, such as "agricultural product supply chain finance," is suggested to alleviate funding pressures for small and medium-sized enterprises by including orders, warehouse receipts, and accounts receivable as collateral [2]. Group 3: Digital Empowerment - The rapid development of the digital economy highlights the importance of e-commerce platforms in empowering agriculture, with recommendations for local optimization of algorithms and the establishment of a quality traceability system for agricultural product live streaming [3]. - Initiatives such as training "farmer anchors" and providing preferential traffic for high-quality agricultural products on e-commerce platforms are proposed to enhance market reach [3]. Group 4: Cultural and Experiential Integration - The integration of agricultural products with cultural and experiential values is encouraged, suggesting the development of themed routes and experience zones around major sports events and cultural festivals [3]. - This approach aims to create new consumption scenarios that connect agricultural products with tourism, enhancing visibility and accessibility for consumers [3]. Group 5: Overall Impact - Agricultural product consumption is positioned as a crucial support for expanding domestic demand strategies, with a call for localized measures to create synergy between policies and industries [3]. - The ultimate goal is to unlock the vast potential of agricultural product consumption, providing sustained momentum for rural revitalization and solid support for the construction of a new development pattern [3].