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唯品会2026年第二季度净营收247亿元，SVIP用户规模已突破千万,唯品会2026年第二季度净营收247亿元，SVIP用户规模已突破千万_我的网站

A |     　　唯品会发布2026年第二季度财报。

B | 财报显示，唯品会第二季度实现净营收247亿元(人民币，下同)；Non-GAAP净利润3.92亿元，上年同期为21亿元，主要因对历史股息分派相关的一次性预提税调整所致。    

    An aerial view of Taipei, Taiwan Province. Photo: VCG
At 2:30 pm on Thursday, Taipei resident Michael Chou received a mobile alert, stating that due to "simulated air attack on communications infrastructure," mobile network access would be affected. 
It turned out to be a mobile internet disruption drill in the northern part of the Taiwan island. As part of the Democratic Progressive Party (DPP) authorities' "urban resilience drill," the exercise was designed to simulate scenarios of limited communication resources amid major disasters or wartime conditions and verify public‑service backup capabilities, according to Taiwan-based media. 
Yet in the view of observers, this performative farce not only disrupts residents' daily lives, but also acts as a tool for DPP authorities to hype up crises and amplify cross‑Straits confrontation. It essentially serves their scheme of "seeking independence by force" and narrow‑minded electoral interests.
As reported by udn.com, the exercise ran from 2:30 pm to 3 pm. When the alert was triggered, local police diverted pedestrians and vehicles to the roadside and urged the public to take shelter indoors. With mobile network speeds throttled, most people at the site lost mobile internet access; many waited out the drill indoors with available Wi‑fi and passed the time by chatting or reading. 
Chou told the Global Times that 4G and 5G connections were heavily throttled during the drill, though Wi‑Fi and text messaging still worked. Even so, the exercise has created real‑world inconveniences, disrupting takeout delivery, transport‑related ticketing and outdoor emergency rescue services.
Local legislator Ko Ju-chun from the Chinese Kuomintang party was also among those opposing the drill. He accused the DPP for abusing emergency alerts which only exposed the public to inconvenience. He noted that a genuine network‑resilience drill should focus on "how the public obtain information after networks go down," yet local people still had no clear idea how to respond in such circumstances, per Taiwan-based media. 
"The so‑called mobile internet disruption drill has very limited practical combat value. And if a military conflict breaks out across the Taiwan Straits, the real‑world scenario would be far more complex than the DPP authorities have envisioned, with much higher costs to bear," Zhang Wensheng, a deputy dean and a professor at the Taiwan Research Institute at Xiamen University, told the Global Times.
"The DPP authorities want the drill to stoke tensions, drumming up public backing for its combative defense policies and higher military budgets. Yet it fears over‑hyping the specter of war would disrupt daily life and erode its popular support, hence this superficial, showpiece drill," said the expert. 
According to Zhang, the DPP authorities also intend to test Taiwan residents' tolerance threshold. It seeks to observe whether the public will passively acquiesce or push back strongly, so as to assess the mobilization effect of its narratives of "resisting mainland to protect Taiwan" and "rejecting reunification by force."
Prior to the mobile internet disruption drill in northern parts of Taiwan island, seven counties and cities in the central Taiwan region held the same drill on Monday afternoon.
Many residents have questioned why the southern region was exempt. DPP officials claimed southern Taiwan had suffered real‑life communication outages in past years and that a drill in the southern part of the island scheduled to take place at 10 am, when the Stock Exchange of Taiwan region is open, could disrupt real-time stock transactions. 
"This drill is utterly absurd," Chou said, "The DPP probably figures that if anything goes wrong in central and northern Taiwan, it does not matter, local mayors would take the blame."
Echoing Chou, Zhang said that the DPP authorities do not want drill‑related disruptions to harm their core support base in southern Taiwan, particularly Tainan and Kaohsiung. By contrast, jurisdictions across central and northern Taiwan include many areas ruled by the KMT, which are being used as test subjects for the exercise. 
By striking a posture of "combat readiness," hyping up cross‑Straits confrontation and ramping up ideological mobilization, the DPP aims to serve its interests in the year‑end local elections, he added.
"However, voters always pay more attention to livelihoods, the economy and governance performance in local election. If DPP's political manipulation go too far, it will backfire," Zhang said. "The overwhelming majority of Taiwan compatriots refuse to become cannon‑fodder for secessionists."
The DPP authorities do not hesitate to use the well‑being of Taiwan residents and cross‑Straits peace and stability as bargaining chips for their own political interests, fully laying bare its true colors as a troublemaker, the expert warned. 
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C | 同时，二季度GMV为506亿元，订单数1.82亿。唯品会超级VIP(SVIP)用户规模持续稳健增长，目前已突破1000万。　　今年上半年，唯品会已通过股票分红与回购合计回馈股东近4亿美元。

D | 基于对公司未来发展的信心，唯品会董事会批准一项新的股票回购计划，允许公司在完成现有股票回购计划后的24个月内，回购不超过10亿美元的美国存托股或A类普通股。　　第二季度，唯品会超级大牌日、超级品类日栏目整体业绩同比保持两位数增长。

E | 平台在上半年全新推出"唯品热点"活动IP，挖掘用户潜在需求，通过场景化运营带动运动、礼赠等趋势品类商品业绩增长。“限时狂秒”持续引入更多高品质、好口碑的深度折扣好货，栏目业绩和用户回访率同比保持增长。　　平台全面升级会员体系，为SVIP用户打造更优质的服务与权益。通过私享特卖、超V试用等活动或栏目，为SVIP用户提供更具稀缺性和惊喜感的商品，进一步丰富会员货价权益。同时，为SVIP黑钻等级用户新增15天无忧退换、星愿观演、尊享客服等专属权益，提升高价值用户满意度。第二季度，唯品会SVIP活跃用户数同比保持快速增长，持续贡献超过50%的线上销售额。　　技术层面，公司持续推进AI赋能业务全流程。用户服务方面，虚拟试衣、智能客服等AI产品，持续提升购物体验。内部运营方面，公司正将AI从个体工具升级为覆盖主要业务体系的智能平台，并在供应链与日常运营流程优化中初显成效。　　作为公司线上线下多渠道折扣零售战略的重要组成部分，杉杉奥莱自2019年收购以来，聚焦新一线、二线及重点省会城市稳步扩张，门店由5家增至22家，已成为国内已开业门店数量最多的奥莱集团。

F | 今年上半年，杉杉奥莱整体销售保持20%以上增长。　　财报显示，2026年第二季度，唯品会对中国内地向中国香港分派的历史股息预提税进行了处理，据此共计提约15.6亿元的预提税费用。　　唯品会首席财务官王宇骅表示，“公司一直以来高度合规，严格遵守税法及监管规定。本次预提税调整是对过往年度已汇出的历史股息进行的调整，相关税费预计在第三季度支付。未来，对于将境内收益派息至境外的部分，公司将继续按法定税率计提股息预提税。该事项不影响公司基本面，公司经营整体稳健。

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Published on:03:06:49