苏宁云商（002024）的估值分析北京大学光华管理学院案例大赛初赛案例分析报告目录案例介绍......................................................................................................................1一．背景......................................................................................................................3（一）公司简介...................................................................................................3（二）战略转型...................................................................................................41.营销转型变革...........................................................................................42.苏宁易购...................................................................................................53.多个新业态共同发展...............................................................................6（三）自身竞争优势...........................................................................................71.传统店商经营..........................................................................................72.新兴电商发展...........................................................................................83.O2O——线上与线下的融合.....................................................................8二．公司基本面分析................................................................................................9（一）收入及盈利指标分析.............................................................................9（二）每股收益分析.......................................................................................11（三）资产负债分析.......................................................................................111.货币资金.................................................................................................122.应收款项.................................................................................................123.存货.......................................................
