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赚三个点就跑
03-04
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@菜田
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:春节假期啊 谁春节去买车
赚三个点就跑
2023-10-19
沙雕
这样的瑞幸还不回港上市，等什么呢？
赚三个点就跑
2021-08-03
搞笑，查一个高度市场化产品？房地产查过哄抬价格行为了吗？
市场监管总局对涉嫌哄抬价格的汽车芯片经销企业立案调查
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19:37","market":"us","language":"zh","title":"这样的瑞幸还不回港上市，等什么呢？","url":"https://stock-news.laohu8.com/highlight/detail?id=1174054749","media":"丫丫港股圈","summary":"10月17日，瑞幸CEO郭谨一透露，预计今年底瑞幸门店将突破15000家，目前为13000家，客户数超1.7亿。结语结合门店和销量来看，瑞幸无疑占据了上风，下半年有望交出一份爆炸的财报，管理层也在中期报告会称加大股东回报。现如今，瑞幸财务造假的刻板印象已被洗刷干净，名气也有了，业绩也有了，作为前景最好的消费股，绝对有条件回港上市，给到投资者投资机会，所以瑞幸何时回港上市呢？","content":"<html><head></head><body><p>自6月初瑞幸开启9.9价格战以来，短短四个月的时间，瑞幸股价已涨超100%。</p><p>价格战开启的首月，月度交易用户数突破5000万，月均消费用户数增加至4307万，再到联名茅台的酱香拿铁火遍全国，投资者对瑞幸的共识越来越强，眼看瑞幸已无敌手，但近期股价走势震荡，何时再爆发呢？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c046caa0a8cefab64d4349513aefb41\" tg-width=\"560\" tg-height=\"240\"/></p><p>我们在6月时提到过，在瑞幸开启9.9价格战后，模仿者的库迪已失去最核心的竞争力。随着瑞幸销量和门店的快速增长，应开始考虑瑞幸需要多久的时间击倒库迪。</p><p>瑞幸二季度的毛利率为41.2%，营业利润为18.6亿人民币，市场原先预期着下半年营收增长平稳的话，全年利润可能达35-40亿左右。从近期的销量，新品热度来看，三四季度营收又是高增长，全年利润很大可能超过原先预期。</p><p>但值得一提的是，酱香拿铁的单品利润率比传统单品低了5-10%，计算上茅台合作支付的费用，有可能会降低毛利率。所以，若三季度因毛利率变差导致股价下跌，那这是一个好的买入机会。</p><p>10月16日，瑞幸联名猫和老鼠，马斯卡彭生酪拿铁首周销量突破1624万杯，该数据已超此前全部新品的首周最高记录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a617ecfb3e3defccffde6a4d65b0e9a\" alt=\"\" title=\"\" tg-width=\"358\" tg-height=\"638\"/></p><p>历史数据：冰吸生椰拿铁首周销量666万杯，生酪拿铁首周销量659万杯，碧螺知春首周销量447万杯。以上数据不包含酱香拿铁，由于酱香拿铁在第三天就已售罄，所以无法统计首周销量，而酱香拿铁首日销量为542万杯，若供给充足首周销量可能会比猫和老鼠的联名更高。</p><p><strong>值得注意的是，首周销量较以往新品的400-600万杯区间有很大增长，显示出近段时间有很多新用户的加入。</strong></p><p>瑞幸联名频频爆火出圈，瑞幸通过自身的联名优势拉开了与库迪的差距，库迪只能做到低价抄袭模仿，但做不到真正能够吸引消费者的爆款。</p><p>除了销量和消费者心智拉开差距之外，不知大家是否有发现，近两个月越来越多在建的瑞幸门店。瑞幸正在以更快的速度拓店，而库迪的拓店速度因生意减少已不如瑞幸。</p><p>10月17日，瑞幸CEO郭谨一透露，预计今年底瑞幸门店将突破15000家，目前为13000家，客户数超1.7亿。</p><p>在2022年底时，门店数为8214家，今年6月底时，门店数为10836家。原本今年瑞幸的拓店目标在3000-4000家左右，但库迪的搅局让瑞幸加快了扩张步伐，原目标在5月份就已达成。</p><p><strong>值得注意的是，瑞幸开出10000家门店花了5年7个月，今年再开超3000家门店只用了不到4个半月时间，按最新目标今年门店数突破15000家，全年开店数近7000家，这是个很可怕的数字。</strong></p><p>而库迪成立一年时间，就已开了6000家门店，两家的开店数量相近，在这种大规模的扩店竞争下，更加看谁的生意更好，能让加盟商赚到钱，尤其是对于库迪来说。</p><p>库迪的优惠都是公司补贴，走低价量大的策略，若生意不好，没有够多的销量，6000家门店是难以支撑的。当加盟商支撑不下去时，库迪也就逐渐溃败了。</p><p>在今年5月时，瑞幸为加快拓店速度，开放了带店加盟模式。</p><p>目前，已审核通过520家门店选址，其中92家已开业。10月第二周，瑞幸新开227家门店。同期，库迪开店131家门店，总门店数为6049家，瑞幸和库迪的开店速度大约差一百家左右。</p><p>瑞幸CEO郭谨一还宣布了一则重磅消息，为感谢各位合作伙伴的支持，瑞幸决定自2024年起，账期缩短为30天，这对加盟商是更大的支持信号。</p><p><strong>结语</strong></p><p>结合门店和销量来看，瑞幸无疑占据了上风，下半年有望交出一份爆炸的财报，管理层也在中期报告会称加大股东回报。</p><p>现如今，瑞幸财务造假的刻板印象已被洗刷干净，名气也有了，业绩也有了，作为前景最好的消费股，绝对有条件回港上市，给到投资者投资机会，所以瑞幸何时回港上市呢？</p></body></html>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n这样的瑞幸还不回港上市，等什么呢？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1055767104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">丫丫港股圈 </p>\n<p class=\"h-time\">2023-10-19 19:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>自6月初瑞幸开启9.9价格战以来，短短四个月的时间，瑞幸股价已涨超100%。</p><p>价格战开启的首月，月度交易用户数突破5000万，月均消费用户数增加至4307万，再到联名茅台的酱香拿铁火遍全国，投资者对瑞幸的共识越来越强，眼看瑞幸已无敌手，但近期股价走势震荡，何时再爆发呢？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c046caa0a8cefab64d4349513aefb41\" tg-width=\"560\" tg-height=\"240\"/></p><p>我们在6月时提到过，在瑞幸开启9.9价格战后，模仿者的库迪已失去最核心的竞争力。随着瑞幸销量和门店的快速增长，应开始考虑瑞幸需要多久的时间击倒库迪。</p><p>瑞幸二季度的毛利率为41.2%，营业利润为18.6亿人民币，市场原先预期着下半年营收增长平稳的话，全年利润可能达35-40亿左右。从近期的销量，新品热度来看，三四季度营收又是高增长，全年利润很大可能超过原先预期。</p><p>但值得一提的是，酱香拿铁的单品利润率比传统单品低了5-10%，计算上茅台合作支付的费用，有可能会降低毛利率。所以，若三季度因毛利率变差导致股价下跌，那这是一个好的买入机会。</p><p>10月16日，瑞幸联名猫和老鼠，马斯卡彭生酪拿铁首周销量突破1624万杯，该数据已超此前全部新品的首周最高记录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a617ecfb3e3defccffde6a4d65b0e9a\" alt=\"\" title=\"\" tg-width=\"358\" tg-height=\"638\"/></p><p>历史数据：冰吸生椰拿铁首周销量666万杯，生酪拿铁首周销量659万杯，碧螺知春首周销量447万杯。以上数据不包含酱香拿铁，由于酱香拿铁在第三天就已售罄，所以无法统计首周销量，而酱香拿铁首日销量为542万杯，若供给充足首周销量可能会比猫和老鼠的联名更高。</p><p><strong>值得注意的是，首周销量较以往新品的400-600万杯区间有很大增长，显示出近段时间有很多新用户的加入。</strong></p><p>瑞幸联名频频爆火出圈，瑞幸通过自身的联名优势拉开了与库迪的差距，库迪只能做到低价抄袭模仿，但做不到真正能够吸引消费者的爆款。</p><p>除了销量和消费者心智拉开差距之外，不知大家是否有发现，近两个月越来越多在建的瑞幸门店。瑞幸正在以更快的速度拓店，而库迪的拓店速度因生意减少已不如瑞幸。</p><p>10月17日，瑞幸CEO郭谨一透露，预计今年底瑞幸门店将突破15000家，目前为13000家，客户数超1.7亿。</p><p>在2022年底时，门店数为8214家，今年6月底时，门店数为10836家。原本今年瑞幸的拓店目标在3000-4000家左右，但库迪的搅局让瑞幸加快了扩张步伐，原目标在5月份就已达成。</p><p><strong>值得注意的是，瑞幸开出10000家门店花了5年7个月，今年再开超3000家门店只用了不到4个半月时间，按最新目标今年门店数突破15000家，全年开店数近7000家，这是个很可怕的数字。</strong></p><p>而库迪成立一年时间，就已开了6000家门店，两家的开店数量相近，在这种大规模的扩店竞争下，更加看谁的生意更好，能让加盟商赚到钱，尤其是对于库迪来说。</p><p>库迪的优惠都是公司补贴，走低价量大的策略，若生意不好，没有够多的销量，6000家门店是难以支撑的。当加盟商支撑不下去时，库迪也就逐渐溃败了。</p><p>在今年5月时，瑞幸为加快拓店速度，开放了带店加盟模式。</p><p>目前，已审核通过520家门店选址，其中92家已开业。10月第二周，瑞幸新开227家门店。同期，库迪开店131家门店，总门店数为6049家，瑞幸和库迪的开店速度大约差一百家左右。</p><p>瑞幸CEO郭谨一还宣布了一则重磅消息，为感谢各位合作伙伴的支持，瑞幸决定自2024年起，账期缩短为30天，这对加盟商是更大的支持信号。</p><p><strong>结语</strong></p><p>结合门店和销量来看，瑞幸无疑占据了上风，下半年有望交出一份爆炸的财报，管理层也在中期报告会称加大股东回报。</p><p>现如今，瑞幸财务造假的刻板印象已被洗刷干净，名气也有了，业绩也有了，作为前景最好的消费股，绝对有条件回港上市，给到投资者投资机会，所以瑞幸何时回港上市呢？</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e17f8ff805c8db4ac082e079328ed9eb","relate_stocks":{"LKNCY":"瑞幸咖啡","BK4209":"餐馆"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174054749","content_text":"自6月初瑞幸开启9.9价格战以来，短短四个月的时间，瑞幸股价已涨超100%。价格战开启的首月，月度交易用户数突破5000万，月均消费用户数增加至4307万，再到联名茅台的酱香拿铁火遍全国，投资者对瑞幸的共识越来越强，眼看瑞幸已无敌手，但近期股价走势震荡，何时再爆发呢？我们在6月时提到过，在瑞幸开启9.9价格战后，模仿者的库迪已失去最核心的竞争力。随着瑞幸销量和门店的快速增长，应开始考虑瑞幸需要多久的时间击倒库迪。瑞幸二季度的毛利率为41.2%，营业利润为18.6亿人民币，市场原先预期着下半年营收增长平稳的话，全年利润可能达35-40亿左右。从近期的销量，新品热度来看，三四季度营收又是高增长，全年利润很大可能超过原先预期。但值得一提的是，酱香拿铁的单品利润率比传统单品低了5-10%，计算上茅台合作支付的费用，有可能会降低毛利率。所以，若三季度因毛利率变差导致股价下跌，那这是一个好的买入机会。10月16日，瑞幸联名猫和老鼠，马斯卡彭生酪拿铁首周销量突破1624万杯，该数据已超此前全部新品的首周最高记录。历史数据：冰吸生椰拿铁首周销量666万杯，生酪拿铁首周销量659万杯，碧螺知春首周销量447万杯。以上数据不包含酱香拿铁，由于酱香拿铁在第三天就已售罄，所以无法统计首周销量，而酱香拿铁首日销量为542万杯，若供给充足首周销量可能会比猫和老鼠的联名更高。值得注意的是，首周销量较以往新品的400-600万杯区间有很大增长，显示出近段时间有很多新用户的加入。瑞幸联名频频爆火出圈，瑞幸通过自身的联名优势拉开了与库迪的差距，库迪只能做到低价抄袭模仿，但做不到真正能够吸引消费者的爆款。除了销量和消费者心智拉开差距之外，不知大家是否有发现，近两个月越来越多在建的瑞幸门店。瑞幸正在以更快的速度拓店，而库迪的拓店速度因生意减少已不如瑞幸。10月17日，瑞幸CEO郭谨一透露，预计今年底瑞幸门店将突破15000家，目前为13000家，客户数超1.7亿。在2022年底时，门店数为8214家，今年6月底时，门店数为10836家。原本今年瑞幸的拓店目标在3000-4000家左右，但库迪的搅局让瑞幸加快了扩张步伐，原目标在5月份就已达成。值得注意的是，瑞幸开出10000家门店花了5年7个月，今年再开超3000家门店只用了不到4个半月时间，按最新目标今年门店数突破15000家，全年开店数近7000家，这是个很可怕的数字。而库迪成立一年时间，就已开了6000家门店，两家的开店数量相近，在这种大规模的扩店竞争下，更加看谁的生意更好，能让加盟商赚到钱，尤其是对于库迪来说。库迪的优惠都是公司补贴，走低价量大的策略，若生意不好，没有够多的销量，6000家门店是难以支撑的。当加盟商支撑不下去时，库迪也就逐渐溃败了。在今年5月时，瑞幸为加快拓店速度，开放了带店加盟模式。目前，已审核通过520家门店选址，其中92家已开业。10月第二周，瑞幸新开227家门店。同期，库迪开店131家门店，总门店数为6049家，瑞幸和库迪的开店速度大约差一百家左右。瑞幸CEO郭谨一还宣布了一则重磅消息，为感谢各位合作伙伴的支持，瑞幸决定自2024年起，账期缩短为30天，这对加盟商是更大的支持信号。结语结合门店和销量来看，瑞幸无疑占据了上风，下半年有望交出一份爆炸的财报，管理层也在中期报告会称加大股东回报。现如今，瑞幸财务造假的刻板印象已被洗刷干净，名气也有了，业绩也有了，作为前景最好的消费股，绝对有条件回港上市，给到投资者投资机会，所以瑞幸何时回港上市呢？","news_type":1},"isVote":1,"tweetType":1,"viewCount":1122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804516743,"gmtCreate":1627963906682,"gmtModify":1627963906682,"author":{"id":"3449227679254087","authorId":"3449227679254087","name":"赚三个点就跑","avatar":"https://static.tigerbbs.com/df4c59b882e5e86137cea0fec4f6d28d","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3449227679254087","authorIdStr":"3449227679254087"},"themes":[],"htmlText":"搞笑，查一个高度市场化产品？房地产查过哄抬价格行为了吗？","listText":"搞笑，查一个高度市场化产品？房地产查过哄抬价格行为了吗？","text":"搞笑，查一个高度市场化产品？房地产查过哄抬价格行为了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/804516743","repostId":"1195113597","repostType":4,"repost":{"id":"1195113597","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627963266,"share":"https://www.laohu8.com/m/news/1195113597?lang=&edition=full","pubTime":"2021-08-03 12:01","market":"hk","language":"zh","title":"市场监管总局对涉嫌哄抬价格的汽车芯片经销企业立案调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1195113597","media":"老虎资讯综合","summary":"针对汽车芯片市场哄抬炒作、价格高企等突出问题，近日，市场监管总局根据价格监测和举报线索，对涉嫌哄抬价格的汽车芯片经销企业立案调查。\n下一步，市场监管总局将持续关注芯片等重要商品市场价格秩序，进一步加大","content":"<p>针对汽车芯片市场哄抬炒作、价格高企等突出问题，近日，市场监管总局根据价格监测和举报线索，对涉嫌哄抬价格的汽车芯片经销企业立案调查。</p>\n<p>下一步，市场监管总局将持续关注芯片等重要商品市场价格秩序，进一步加大监管执法力度，严厉查处囤积居奇、哄抬价格、串通涨价等违法行为。<img src=\"https://static.tigerbbs.com/aa1c222e2f78dc3d3af5ef1b8963df3e\" tg-width=\"1172\" tg-height=\"585\" width=\"100%\" height=\"auto\"></p>","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场监管总局对涉嫌哄抬价格的汽车芯片经销企业立案调查</title>\n<style 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12:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>针对汽车芯片市场哄抬炒作、价格高企等突出问题，近日，市场监管总局根据价格监测和举报线索，对涉嫌哄抬价格的汽车芯片经销企业立案调查。</p>\n<p>下一步，市场监管总局将持续关注芯片等重要商品市场价格秩序，进一步加大监管执法力度，严厉查处囤积居奇、哄抬价格、串通涨价等违法行为。<img src=\"https://static.tigerbbs.com/aa1c222e2f78dc3d3af5ef1b8963df3e\" tg-width=\"1172\" tg-height=\"585\" width=\"100%\" 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