运费回调，船东和航运公司们对未来的市场仍然充满信心!
我们先来看看亚马逊的2022年第一季度财报，亚马逊在美国东部时间 2022 年 4 月 28 日下午 4:01公布了Amazon.com 公布第一季度业绩：（具体如下）
1.Operating cash flow decreased 41% to $39.3 billion for the trailing twelve months, compared with $67.2 billion for the trailing twelve months ended March 31, 2021.
2.Free cash flow decreased to an outflow of $18.6 billion for the trailing twelve months, compared with an inflow of $26.4 billion for the trailing twelve months ended March 31, 2021.
3.Free cash flow less principal repayments of finance leases and financing obligations decreased to an outflow of $29.3 billion for the trailing twelve months, compared with an inflow of $14.9 billion for the trailing twelve months ended March 31, 2021.
4.Free cash flow less equipment finance leases and principal repayments of all other finance leases and financing obligations decreased to an outflow of $22.3 billion for the trailing twelve months, compared with an inflow of $16.8 billion for the trailing twelve months ended March 31, 2021.
5.Common shares outstanding plus shares underlying stock-based awards totaled 523 million on March 31, 2022, compared with 519 million one year ago.
6.Net sales increased 7% to $116.4 billion in the first quarter, compared with $108.5 billion in first quarter 2021. Excluding the $1.8 billion unfavorable impact from year-over-year changes in foreign exchange rates throughout the quarter, net sales increased 9% compared with first quarter 2021.
7.Operating income decreased to $3.7 billion in the first quarter, compared with $8.9 billion in first quarter 2021.
8.Net loss was $3.8 billion in the first quarter, or $7.56 per diluted share, compared with net income of $8.1 billion, or $15.79 per diluted share, in first quarter 2021. First quarter 2022 net loss includes a pre-tax valuation loss of $7.6 billion included in non-operating expense from our common stock investment in Rivian Automotive, Inc.-
——摘自亚马逊官方
以上8组数据，我们重点看第6,7,8三点：
从销售额增长情况来看2022年Q1季度亚马逊销售额为1164亿美金，同比2021年的Q1季度的1085亿美金，同比增长7%
营业收入下降至37亿美金同比2021年Q1的89亿美元下降了52亿美金
2022年第一季度亏损38亿美金
我们来看下面这张图：
这是一张从2016年Q1到2022年Q1季度，亚马逊销售额增长变化图（蓝色线表示亚马逊真实销售曲线，灰色表示线表示疫情流行前对亚马逊的预期销售增长曲线）
从数据来看亚马逊在2016 年第一季度到 2020 年第一季度，亚马逊的销售额平均同比增长 17%，2020年由于疫情的原因，客户选择线上购买，使亚马逊的业绩出现了异常高增长，如果因为疫情的原因，那么2021年和2022年的业绩应该是平均增长18%，但是结果并没有，甚至2022的Q1季度的增长率才1.8%。从图可以发现2021年Q4和2022年第一季度的增长已经回落到疫情流行前对亚马逊的预估水平。
亚马逊的销售曲线告诉新冠疫情并没有加速电子商务发展水平——美国电子商务的渗透率目前处于即使没有发生大流行也会达到的水平（理想预估水平）
亚马逊增长趋势放缓是既定事实，未来走向又会如何呢？就像今年的局势，这几天国内大卖相继公布第一季度财报，大部分卖家增收不增利，有的营收利润双下滑或亏损，但也不用过度悲观，彼之砒霜之，吾之蜜糖。机会永远是有准备的人的，我们身边的很多卖家还是实现了利润营收双增长的！
我们建了一个亚马逊卖家交流群，里面不乏很多大卖家。
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