拼多多股东大会：田忌赛马、剑指“三年再造”

林氪2025-12-19

今天拼多多召开了25年年度股东大会，释放了的积极信息，终于驱散了近日的股价阴霾，迎来久违的反弹。我们对本次大会的核心信息做一简要总结：1、首先本次这次股东大会并非临时起意。早在11月19日，也就是Q3财报次日，公司便通过6-K报告披露了会议安排，宣布了要在12月19日举行股东大会，会议将审议六项普通决议案。2、顶层架构调整，赵佳臻晋升为联席董事长，与陈磊一样，两人未来都是联席董事长&联席CEO。...

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九哥 Captain
2025-12-20
九哥 Captain
了解了，今年净利润增长率超过了30%呗

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KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC"},"translate_title":"Pinduoduo Shareholders' Meeting: Tian Ji Horse Racing and Sword Finger \"Three Years of Reconstruction\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PDD":1.96},"content_text":"今天拼多多召开了25年年度股东大会，释放了的积极信息，终于驱散了近日的股价阴霾，迎来久违的反弹。我们对本次大会的核心信息做一简要总结：1、首先本次这次股东大会并非临时起意。早在11月19日，也就是Q3财报次日，公司便通过6-K报告披露了会议安排，宣布了要在12月19日举行股东大会，会议将审议六项普通决议案。2、顶层架构调整，赵佳臻晋升为联席董事长，与陈磊一样，两人未来都是联席董事长&联席CEO。23年拼多多设置了联席CEO，如今又增加了联席董事长，赵佳臻证明了自己。3、核心高管补位，李炯出任集团财务总监（CFO），李炯加入拼多多之前任职于毕马威。在李炯此次任命之前，拼多多的CFO职位已经空缺了6年之久，上一任正式的CFO还是徐湉，他在拼多多上市初期担任CFO。4、结合25年7月，拼多多将年度审计机构从“安永华明”更换为“安永香港”，再加上李炯任命CFO，有理由更期待拼多多可以早点香港二次上市了。5、赵佳臻对外表态首先感谢这个时代，TEMU以让拼多多“自己也惊讶的速度”达到了相当的规模，离不开中国供应链。没有TEMU的时代，只有时代的TEMU，这个认知必须清醒。6、赵佳臻对外承诺，未来会All in中国供应链的高质量、品牌化，实现平台再造与生态跃迁。这句话中译中翻译一下，就是带领中国白牌走出去的目标，阶段性已经实现了，未来要带领这些白牌实现品牌化，之前在国内和阿里玩田忌赛马，现在要和亚马逊玩了。7、最近一段时间，拼多多股东不太好受，赵佳臻对外喊话，“相信下一个三年将有机会再造一个拼多多”，听到这个消息，虎躯一震。对于大部分习惯画饼的公司，类似的话听听就行了。但这句话现在来自的是，被广大投资者认为连自家股价都要“砍一刀”的拼多多，含金量不言而喻。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":512555986912120,"gmtCreate":1766162775795,"gmtModify":1766162778147,"author":{"id":"263972861263548","authorId":"263972861263548","name":"九哥 Captain","avatar":"https://static.tigerbbs.com/0f08ba9d98da52cc9814dd4a3b2ae9e0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"263972861263548","idStr":"263972861263548"},"htmlText":"了解了，今年&nbsp;净利润增长率超过了30%呗","listText":"了解了，今年&nbsp;净利润增长率超过了30%呗","text":"了解了，今年 净利润增长率超过了30%呗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512555986912120","repostId":2592195202,"repostType":2,"repost":{"id":"2592195202","kind":"news","pubTimestamp":1766159750,"share":"https://www.laohu8.com/m/news/2592195202?lang=zh_CN&edition=full","pubTime":"2025-12-19 23:55","market":"us","language":"zh","title":"拼多多股东大会：田忌赛马、剑指“三年再造”","url":"https://stock-news.laohu8.com/highlight/detail?id=2592195202","media":"林氪","summary":"今天拼多多召开了25年年度股东大会，释放了的积极信息，终于驱散了近日的股价阴霾，迎来久违的反弹。","content":"<html><body><article><p>今天<a href=\"https://laohu8.com/S/PDD\">拼多多</a>召开了25年年度股东大会，释放了的积极信息，终于驱散了近日的股价阴霾，迎来久违的反弹。</p><p>我们对本次大会的核心信息做一简要总结：</p><p>1、首先本次这次股东大会并非临时起意。早在11月19日，也就是Q3财报次日，公司便通过6-<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>报告披露了会议安排，宣布了要在12月19日举行股东大会，会议将审议六项普通决议案。</p><p>2、顶层架构调整，赵佳臻晋升为联席董事长，与陈磊一样，两人未来都是联席董事长&amp;联席CEO。23年拼多多设置了联席CEO，如今又增加了联席董事长，赵佳臻证明了自己。</p><p>3、核心高管补位，李炯出任集团财务总监（CFO），李炯加入拼多多之前任职于毕马威。在李炯此次任命之前，拼多多的CFO职位已经空缺了6年之久，上一任正式的CFO还是徐湉，他在拼多多上市初期担任CFO。</p><p>4、结合25年7月，拼多多将年度审计机构从“安永华明”更换为“安永香港”，再加上李炯任命CFO，有理由更期待拼多多可以早点香港二次上市了。</p><p>5、赵佳臻对外表态首先感谢这个时代，TEMU以让拼多多“自己也惊讶的速度”达到了相当的规模，离不开中国供应链。没有TEMU的时代，只有时代的TEMU，这个认知必须清醒。</p><p>6、赵佳臻对外承诺，未来会All in中国供应链的高质量、品牌化，实现平台再造与生态跃迁。这句话中译中翻译一下，就是带领中国白牌走出去的目标，阶段性已经实现了，未来要带领这些白牌实现品牌化，之前在国内和<a href=\"https://laohu8.com/S/BABA\">阿里</a>玩田忌赛马，现在要和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>玩了。</p><p>7、最近一段时间，拼多多股东不太好受，赵佳臻对外喊话，“相信下一个三年将有机会再造一个拼多多”，听到这个消息，虎躯一震。对于大部分习惯画饼的公司，类似的话听听就行了。但这句话现在来自的是，被广大投资者认为连自家股价都要“砍一刀”的拼多多，含金量不言而喻。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219235858a460c2d1&s=b><strong>林氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今天拼多多召开了25年年度股东大会，释放了的积极信息，终于驱散了近日的股价阴霾，迎来久违的反弹。我们对本次大会的核心信息做一简要总结：1、首先本次这次股东大会并非临时起意。早在11月19日，也就是Q3财报次日，公司便通过6-K报告披露了会议安排，宣布了要在12月19日举行股东大会，会议将审议六项普通决议案。2、顶层架构调整，赵佳臻晋升为联席董事长，与陈磊一样，两人未来都是联席董事长&联席CEO。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219235858a460c2d1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4220":"综合零售","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251219235858a460c2d1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2592195202","content_text":"今天拼多多召开了25年年度股东大会，释放了的积极信息，终于驱散了近日的股价阴霾，迎来久违的反弹。我们对本次大会的核心信息做一简要总结：1、首先本次这次股东大会并非临时起意。早在11月19日，也就是Q3财报次日，公司便通过6-K报告披露了会议安排，宣布了要在12月19日举行股东大会，会议将审议六项普通决议案。2、顶层架构调整，赵佳臻晋升为联席董事长，与陈磊一样，两人未来都是联席董事长&联席CEO。23年拼多多设置了联席CEO，如今又增加了联席董事长，赵佳臻证明了自己。3、核心高管补位，李炯出任集团财务总监（CFO），李炯加入拼多多之前任职于毕马威。在李炯此次任命之前，拼多多的CFO职位已经空缺了6年之久，上一任正式的CFO还是徐湉，他在拼多多上市初期担任CFO。4、结合25年7月，拼多多将年度审计机构从“安永华明”更换为“安永香港”，再加上李炯任命CFO，有理由更期待拼多多可以早点香港二次上市了。5、赵佳臻对外表态首先感谢这个时代，TEMU以让拼多多“自己也惊讶的速度”达到了相当的规模，离不开中国供应链。没有TEMU的时代，只有时代的TEMU，这个认知必须清醒。6、赵佳臻对外承诺，未来会All in中国供应链的高质量、品牌化，实现平台再造与生态跃迁。这句话中译中翻译一下，就是带领中国白牌走出去的目标，阶段性已经实现了，未来要带领这些白牌实现品牌化，之前在国内和阿里玩田忌赛马，现在要和亚马逊玩了。7、最近一段时间，拼多多股东不太好受，赵佳臻对外喊话，“相信下一个三年将有机会再造一个拼多多”，听到这个消息，虎躯一震。对于大部分习惯画饼的公司，类似的话听听就行了。但这句话现在来自的是，被广大投资者认为连自家股价都要“砍一刀”的拼多多，含金量不言而喻。","news_type":1,"symbols_score_info":{"PDD":1.96}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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