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wink夏
13:34
东方树叶你们觉得好喝吗?
东方树叶崭露头角 将成为下一个200亿元大单品
wink夏
11:05
想买想买,雷布斯太牛了
wink夏
03-28 13:07
$恒生指数(HSI)$
大爆发了,猛一点再猛一点
wink夏
03-28 08:23
$中国中免(01880)$
从当前的业绩趋势来看,仍然是没有看到(离岛)免税消费有明显改善迹象。今年二季度以来,客流量高、销售量少、客单价更是大幅下降的“只看不买”、“消费降级”的趋势仍在继续。 当前有希望出现的利好催化,包括随着出入境客流量复苏,能带来的机场免税渠道销售复苏,至少能在营收层面带来一些可观的预期外增量。不过由于机场渠道的利润空间较低(需给机场分成),在利润上的利好弹性会更小些。 估值上今年公司的利润是67亿,市场对24年的利润预期大致在80亿以上,同比增长约19%(乐观的卖方接近90亿)。对应公司目前1720亿市值,PE估值倍数达21x左右。对应23-24年的利润增速,虽算不上便宜,但似乎也已进入了可以观察的区间。 但是要想驱动股价有不错的表现,自然也需要正向的催化。换言之,先前提及的出入境客流明显增长,国内(免税)消费力复苏,室内免税/海南封关有利好政策落地,这类信号出现时,可能会有一定的机会。
wink夏
03-25
$DiDi Global Inc.(DIDIY)$
总的来看,滴滴本次四季度业绩虽然大体上是延续了上季度的趋势,但上述几个负面信号使得我们对滴滴后续的展望还是偏负面的。 1)一方面即便在有着网约车司机供给充沛的利好下,公司一方面给用户的补贴激励在增加导致利润率小幅下降,另一方面从统计局数据来看滴滴的市场份额却是继续小幅下降。体现的似乎是滴滴面对竞争,增加了投入却连已有份额都没守住,龙头地位有慢慢被侵蚀的趋势。 2)而在目前环境下,持续亏损的新业务也普遍是被市场诟病的问题(类比美团),而本季度滴滴海外+创新业务亏损不降反而大幅增加。若诱发部分投资者弃用SOTP估值体系,按整体PE估值,也是重大的风险。 不过,目前市场对滴滴的价值和市值的判断,主要还是取决于对公司国内出行业务中期内利润率的判断。目前来看,23全年国内出行板块的调整后EBITA(加回股权激励和摊销)大致是53亿,公司指引明年是在80亿左右。然而即便是按超额达标实现100亿调整后EBITA,忽略其他业务的亏损不看,按GAAP口径滴滴当前约1350亿的市值对应的PE估值大致也有20x左右。这显然是个不低的估值。 换言之,滴滴后续必须大幅提高其释放利润的能力才能匹配当前的市值,关键就是取决于滴滴能否稳住市占的同时给用户的补贴有明显的减少。而从目前的趋势来看,滴滴的壁垒似乎并不够高。
wink夏
03-25
$美团-W(03690)$
近期财报后走势最为正常的大公司
wink夏
03-23
$DiDi Global Inc.(DIDIY)$
财报小结
wink夏
03-20
su7 是全村的希望
小米Q4调整后净利润49.1亿元,同比增长236.1%
wink夏
03-19
$荃信生物-B(02509)$
未中签!
wink夏
03-14
$BOSS直聘(BZ)$
$富途控股(FUTU)$
$大健云仓(GCT)$
中概之光,优质成长股,强推!
wink夏
03-13
$SoundHound AI Inc(SOUN)$
$英伟达(NVDA)$
$微软(MSFT)$
英伟达概念大集合
wink夏
03-13
真牛
BOSS直聘2023年净利润暴涨9.25倍!月活用户4230万,同比增长47.4%,蓝领用户成增长亮点
wink夏
03-12
招聘需求永远都有
BOSS直聘2023年第四季度营收同比增46%,实现扭亏为盈
wink夏
03-12
$荃信生物-B(02509)$
黑马?
wink夏
03-06
难得啊,中概需要不断的有这样的大公司来带动整体情绪
wink夏
03-06
这个回购额可以的!
京东Q4营收3061亿元超预期,将进行最高30亿美元的股票回购
wink夏
03-05
$理想汽车(LI)$
真的要笑死
$理想汽车-W(02015)$
wink夏
03-04
蔚来还在亏啊?
蔚来汽车4季度业绩前瞻:扭亏为盈尤待战略破局
wink夏
03-01
哎,我们啥时候能站上 4000 点
日经225指数触及4万点,续创历史新高!
wink夏
02-28
$唯品会(VIPS)$
真正的闷声发大财
去老虎APP查看更多动态
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11:48","market":"us","language":"zh","title":"东方树叶崭露头角 将成为下一个200亿元大单品","url":"https://stock-news.laohu8.com/highlight/detail?id=2422498280","media":"证券日报","summary":"本报记者谢岚见习记者梁傲男3月26日晚间,农夫山泉公布2023年业绩公告,营收426.67亿元,同比增长28.4%。其中最为亮眼的当属茶饮料板块,营收突破百亿元,达到126.6亿元,同比增长83%。虽然业绩公告中没有具体区分东方树叶和茶π,但从尼尔森数据可大致推断,去年东方树叶的年增长100%以上,近三年复合增长超90%。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09633&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 本报记者谢岚见习记者梁傲男</p> <p> 3月26日晚间,<span><a href=\"https://laohu8.com/S/09633\">农夫山泉</a></span>公布2023年业绩公告,营收426.67亿元,同比增长28.4%。其中最为亮眼的当属茶饮料板块,营收突破百亿元,达到126.6亿元,同比增长83%。</p> <p> 虽然业绩公告中没有具体区分东方树叶和茶π,但从<a href=\"https://laohu8.com/S/NLSN\">尼尔森</a>数据可大致推断,去年东方树叶的年增长100%以上,近三年复合增长超90%。按此速度,东方树叶或将在2026年成为<span href=\"http://quote.eastmoney.com/unify/r/116.09633\" target=\"_blank\" web=\"1\">农夫山泉</span>公司又一超200亿元大单品。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D24918890095561767686_w800h303.jpg\"/></center><p>东方树叶产品图/企业供图</p><p> <strong>上市前七年累计亏损仍坚持</strong></p> <p> 虽然东方树叶是近年饮料市场最为火爆的产品,被业内称为“树叶奇迹”。但鲜少有人知道,<span href=\"http://quote.eastmoney.com/unify/r/116.09633\" target=\"_blank\" web=\"1\">农夫山泉</span>为此整整培育了12年。</p> <p> 东方树叶于2011年上市,仅上市前的研发、设备等投资即已超过10亿元。产品上市八年才终于累计略有盈余。正憧憬着产品扩大规模,不料2020年人群户外活动大幅度减少。熬到2023年才终于迎来井喷的一年。</p> <p> 对饮料行业来说,不存在短时间就能创造的奇迹,只有经过长时间的积累、不断打磨产品并达到一定规模才能创造高营收、高利润。</p> <p> <strong>东方树叶高增长引领无糖茶赛道</strong></p> <p> 一边是东方树叶,另一边将是众多跟风无糖茶的格杀,无糖茶竞争将进入白热化?</p> <p> 在东方树叶带动下,2023年的无糖茶市场迎来了飞速增长,同比增长100%以上,仅上半年18个品牌推出超20款无糖茶新品。</p> <p> 最近举行的糖酒会上,无糖茶更是展出最多的饮料品类,保守估计有超过20款新的无糖茶产品。</p> <p> 有业内专家表示,未来三年无糖茶将继续保持高速增长态势,也会有越来越多的公司加入无糖茶赛道。</p> <p> 无糖茶饮料虽然是饮料市场的热门赛道,但还是有一定门槛,毕竟东方树叶已经把整个品类的标准拉到非常高的位置。而且,多年亏损也将是初入这个领域的公司需要面临的难题。</p> <p> 因此,要达到东方树叶的技术高度和品质,新进品牌需要做好过一段苦日子的准备。</p><p>(文章来源:<span>证券</span><span></span>日报)</p> </div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE 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}\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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东方树叶崭露头角 将成为下一个200亿元大单品\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-27 11:48 北京时间 <a href=http://finance.eastmoney.com/a/202403273025871464.html><strong>证券日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本报记者谢岚见习记者梁傲男 3月26日晚间,农夫山泉公布2023年业绩公告,营收426.67亿元,同比增长28.4%。其中最为亮眼的当属茶饮料板块,营收突破百亿元,达到126.6亿元,同比增长83%。 虽然业绩公告中没有具体区分东方树叶和茶π,但从尼尔森数据可大致推断,去年东方树叶的年增长100%以上,近三年复合增长超90%。按此速度,东方树叶或将在2026年成为农夫山泉公司又一超200...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202403273025871464.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09633":"农夫山泉","BK1200":"软饮料","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","BK1589":"北水核心资产"},"source_url":"http://finance.eastmoney.com/a/202403273025871464.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2422498280","content_text":"本报记者谢岚见习记者梁傲男 3月26日晚间,农夫山泉公布2023年业绩公告,营收426.67亿元,同比增长28.4%。其中最为亮眼的当属茶饮料板块,营收突破百亿元,达到126.6亿元,同比增长83%。 虽然业绩公告中没有具体区分东方树叶和茶π,但从尼尔森数据可大致推断,去年东方树叶的年增长100%以上,近三年复合增长超90%。按此速度,东方树叶或将在2026年成为农夫山泉公司又一超200亿元大单品。 东方树叶产品图/企业供图 上市前七年累计亏损仍坚持 虽然东方树叶是近年饮料市场最为火爆的产品,被业内称为“树叶奇迹”。但鲜少有人知道,农夫山泉为此整整培育了12年。 东方树叶于2011年上市,仅上市前的研发、设备等投资即已超过10亿元。产品上市八年才终于累计略有盈余。正憧憬着产品扩大规模,不料2020年人群户外活动大幅度减少。熬到2023年才终于迎来井喷的一年。 对饮料行业来说,不存在短时间就能创造的奇迹,只有经过长时间的积累、不断打磨产品并达到一定规模才能创造高营收、高利润。 东方树叶高增长引领无糖茶赛道 一边是东方树叶,另一边将是众多跟风无糖茶的格杀,无糖茶竞争将进入白热化? 在东方树叶带动下,2023年的无糖茶市场迎来了飞速增长,同比增长100%以上,仅上半年18个品牌推出超20款无糖茶新品。 最近举行的糖酒会上,无糖茶更是展出最多的饮料品类,保守估计有超过20款新的无糖茶产品。 有业内专家表示,未来三年无糖茶将继续保持高速增长态势,也会有越来越多的公司加入无糖茶赛道。 无糖茶饮料虽然是饮料市场的热门赛道,但还是有一定门槛,毕竟东方树叶已经把整个品类的标准拉到非常高的位置。而且,多年亏损也将是初入这个领域的公司需要面临的难题。 因此,要达到东方树叶的技术高度和品质,新进品牌需要做好过一段苦日子的准备。(文章来源:证券日报)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289417250594960,"gmtCreate":1711681545500,"gmtModify":1711681547394,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"想买想买,雷布斯太牛了","listText":"想买想买,雷布斯太牛了","text":"想买想买,雷布斯太牛了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289417250594960","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289147592486960,"gmtCreate":1711602468128,"gmtModify":1711602469272,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$ </a> 大爆发了,猛一点再猛一点","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$ </a> 大爆发了,猛一点再猛一点","text":"$恒生指数(HSI)$ 大爆发了,猛一点再猛一点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289147592486960","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289017238278320,"gmtCreate":1711585403699,"gmtModify":1711594512004,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01880\">$中国中免(01880)$ </a> 从当前的业绩趋势来看,仍然是没有看到(离岛)免税消费有明显改善迹象。今年二季度以来,客流量高、销售量少、客单价更是大幅下降的“只看不买”、“消费降级”的趋势仍在继续。 当前有希望出现的利好催化,包括随着出入境客流量复苏,能带来的机场免税渠道销售复苏,至少能在营收层面带来一些可观的预期外增量。不过由于机场渠道的利润空间较低(需给机场分成),在利润上的利好弹性会更小些。 估值上今年公司的利润是67亿,市场对24年的利润预期大致在80亿以上,同比增长约19%(乐观的卖方接近90亿)。对应公司目前1720亿市值,PE估值倍数达21x左右。对应23-24年的利润增速,虽算不上便宜,但似乎也已进入了可以观察的区间。 但是要想驱动股价有不错的表现,自然也需要正向的催化。换言之,先前提及的出入境客流明显增长,国内(免税)消费力复苏,室内免税/海南封关有利好政策落地,这类信号出现时,可能会有一定的机会。","listText":"<a href=\"https://laohu8.com/S/01880\">$中国中免(01880)$ </a> 从当前的业绩趋势来看,仍然是没有看到(离岛)免税消费有明显改善迹象。今年二季度以来,客流量高、销售量少、客单价更是大幅下降的“只看不买”、“消费降级”的趋势仍在继续。 当前有希望出现的利好催化,包括随着出入境客流量复苏,能带来的机场免税渠道销售复苏,至少能在营收层面带来一些可观的预期外增量。不过由于机场渠道的利润空间较低(需给机场分成),在利润上的利好弹性会更小些。 估值上今年公司的利润是67亿,市场对24年的利润预期大致在80亿以上,同比增长约19%(乐观的卖方接近90亿)。对应公司目前1720亿市值,PE估值倍数达21x左右。对应23-24年的利润增速,虽算不上便宜,但似乎也已进入了可以观察的区间。 但是要想驱动股价有不错的表现,自然也需要正向的催化。换言之,先前提及的出入境客流明显增长,国内(免税)消费力复苏,室内免税/海南封关有利好政策落地,这类信号出现时,可能会有一定的机会。","text":"$中国中免(01880)$ 从当前的业绩趋势来看,仍然是没有看到(离岛)免税消费有明显改善迹象。今年二季度以来,客流量高、销售量少、客单价更是大幅下降的“只看不买”、“消费降级”的趋势仍在继续。 当前有希望出现的利好催化,包括随着出入境客流量复苏,能带来的机场免税渠道销售复苏,至少能在营收层面带来一些可观的预期外增量。不过由于机场渠道的利润空间较低(需给机场分成),在利润上的利好弹性会更小些。 估值上今年公司的利润是67亿,市场对24年的利润预期大致在80亿以上,同比增长约19%(乐观的卖方接近90亿)。对应公司目前1720亿市值,PE估值倍数达21x左右。对应23-24年的利润增速,虽算不上便宜,但似乎也已进入了可以观察的区间。 但是要想驱动股价有不错的表现,自然也需要正向的催化。换言之,先前提及的出入境客流明显增长,国内(免税)消费力复苏,室内免税/海南封关有利好政策落地,这类信号出现时,可能会有一定的机会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289017238278320","isVote":1,"tweetType":1,"viewCount":3896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288134305403104,"gmtCreate":1711370982197,"gmtModify":1711427915652,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a> 总的来看,滴滴本次四季度业绩虽然大体上是延续了上季度的趋势,但上述几个负面信号使得我们对滴滴后续的展望还是偏负面的。 1)一方面即便在有着网约车司机供给充沛的利好下,公司一方面给用户的补贴激励在增加导致利润率小幅下降,另一方面从统计局数据来看滴滴的市场份额却是继续小幅下降。体现的似乎是滴滴面对竞争,增加了投入却连已有份额都没守住,龙头地位有慢慢被侵蚀的趋势。 2)而在目前环境下,持续亏损的新业务也普遍是被市场诟病的问题(类比美团),而本季度滴滴海外+创新业务亏损不降反而大幅增加。若诱发部分投资者弃用SOTP估值体系,按整体PE估值,也是重大的风险。 不过,目前市场对滴滴的价值和市值的判断,主要还是取决于对公司国内出行业务中期内利润率的判断。目前来看,23全年国内出行板块的调整后EBITA(加回股权激励和摊销)大致是53亿,公司指引明年是在80亿左右。然而即便是按超额达标实现100亿调整后EBITA,忽略其他业务的亏损不看,按GAAP口径滴滴当前约1350亿的市值对应的PE估值大致也有20x左右。这显然是个不低的估值。 换言之,滴滴后续必须大幅提高其释放利润的能力才能匹配当前的市值,关键就是取决于滴滴能否稳住市占的同时给用户的补贴有明显的减少。而从目前的趋势来看,滴滴的壁垒似乎并不够高。","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a> 总的来看,滴滴本次四季度业绩虽然大体上是延续了上季度的趋势,但上述几个负面信号使得我们对滴滴后续的展望还是偏负面的。 1)一方面即便在有着网约车司机供给充沛的利好下,公司一方面给用户的补贴激励在增加导致利润率小幅下降,另一方面从统计局数据来看滴滴的市场份额却是继续小幅下降。体现的似乎是滴滴面对竞争,增加了投入却连已有份额都没守住,龙头地位有慢慢被侵蚀的趋势。 2)而在目前环境下,持续亏损的新业务也普遍是被市场诟病的问题(类比美团),而本季度滴滴海外+创新业务亏损不降反而大幅增加。若诱发部分投资者弃用SOTP估值体系,按整体PE估值,也是重大的风险。 不过,目前市场对滴滴的价值和市值的判断,主要还是取决于对公司国内出行业务中期内利润率的判断。目前来看,23全年国内出行板块的调整后EBITA(加回股权激励和摊销)大致是53亿,公司指引明年是在80亿左右。然而即便是按超额达标实现100亿调整后EBITA,忽略其他业务的亏损不看,按GAAP口径滴滴当前约1350亿的市值对应的PE估值大致也有20x左右。这显然是个不低的估值。 换言之,滴滴后续必须大幅提高其释放利润的能力才能匹配当前的市值,关键就是取决于滴滴能否稳住市占的同时给用户的补贴有明显的减少。而从目前的趋势来看,滴滴的壁垒似乎并不够高。","text":"$DiDi Global Inc.(DIDIY)$ 总的来看,滴滴本次四季度业绩虽然大体上是延续了上季度的趋势,但上述几个负面信号使得我们对滴滴后续的展望还是偏负面的。 1)一方面即便在有着网约车司机供给充沛的利好下,公司一方面给用户的补贴激励在增加导致利润率小幅下降,另一方面从统计局数据来看滴滴的市场份额却是继续小幅下降。体现的似乎是滴滴面对竞争,增加了投入却连已有份额都没守住,龙头地位有慢慢被侵蚀的趋势。 2)而在目前环境下,持续亏损的新业务也普遍是被市场诟病的问题(类比美团),而本季度滴滴海外+创新业务亏损不降反而大幅增加。若诱发部分投资者弃用SOTP估值体系,按整体PE估值,也是重大的风险。 不过,目前市场对滴滴的价值和市值的判断,主要还是取决于对公司国内出行业务中期内利润率的判断。目前来看,23全年国内出行板块的调整后EBITA(加回股权激励和摊销)大致是53亿,公司指引明年是在80亿左右。然而即便是按超额达标实现100亿调整后EBITA,忽略其他业务的亏损不看,按GAAP口径滴滴当前约1350亿的市值对应的PE估值大致也有20x左右。这显然是个不低的估值。 换言之,滴滴后续必须大幅提高其释放利润的能力才能匹配当前的市值,关键就是取决于滴滴能否稳住市占的同时给用户的补贴有明显的减少。而从目前的趋势来看,滴滴的壁垒似乎并不够高。","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/288134305403104","isVote":1,"tweetType":1,"viewCount":8513,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000296","authorId":"9000000000000296","name":"互联网第N代","avatar":"https://static.tigerbbs.com/3ea9864649ba1d63aa64beeb3e478748","crmLevel":1,"crmLevelSwitch":0},"content":"自缚手脚一年多都没有被友商超越,不会有问题的","text":"自缚手脚一年多都没有被友商超越,不会有问题的","html":"自缚手脚一年多都没有被友商超越,不会有问题的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":287985286762728,"gmtCreate":1711337828239,"gmtModify":1711337829519,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><v-v data-views=\"1\"></v-v> 近期财报后走势最为正常的大公司","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a><v-v data-views=\"1\"></v-v> 近期财报后走势最为正常的大公司","text":"$美团-W(03690)$ 近期财报后走势最为正常的大公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287985286762728","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":287294882836784,"gmtCreate":1711169398960,"gmtModify":1711169401805,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a> 财报小结","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a> 财报小结","text":"$DiDi Global Inc.(DIDIY)$ 财报小结","images":[{"img":"https://static.tigerbbs.com/a8b80ef57da59c226c8a51f5c265e33a","width":"1079","height":"6012"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/287294882836784","isVote":1,"tweetType":1,"viewCount":1028,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3452256789820451","authorId":"3452256789820451","name":"Engu","avatar":"https://static.tigerbbs.com/59eaff0342516ddcbd75d88028570315","crmLevel":1,"crmLevelSwitch":0},"content":"最后资产负债是净资产吗?如果是净资产的话目前滴滴市值是被严重低估的","text":"最后资产负债是净资产吗?如果是净资产的话目前滴滴市值是被严重低估的","html":"最后资产负债是净资产吗?如果是净资产的话目前滴滴市值是被严重低估的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":286191002153192,"gmtCreate":1710889166502,"gmtModify":1710889168080,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"su7 是全村的希望","listText":"su7 是全村的希望","text":"su7 是全村的希望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286191002153192","repostId":"1108282115","repostType":2,"repost":{"id":"1108282115","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":1710840091,"share":"https://www.laohu8.com/m/news/1108282115?lang=&edition=full","pubTime":"2024-03-19 17:21","market":"us","language":"zh","title":"小米Q4调整后净利润49.1亿元,同比增长236.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108282115","media":"老虎资讯综合","summary":"3月19日,小米集团2023年第四季度营收732.4亿元人民币,预估725.1亿元人民币。调整后净利润49.1亿元人民币,预估37.7亿元人民币。智能手机收入442亿元人民币,预估432.6亿元人民币。","content":"<html><head></head><body><p>3月19日,<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>公布截止去年底的四季度及全年业绩。</p><p><img src=\"https://static.tigerbbs.com/5094061df92771109c896ab152d95d44\" alt=\"\"/>财报显示:2023年第四季度营收732.44亿元人民币,同比增长10.9%;第四季度调整后净利润49.1亿元人民币,同比增长236.1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d145a253e8a88e163215d0cc1c7de097\" title=\"\" tg-width=\"1119\" tg-height=\"558\"/></p><p>小米集团全年收入2709.7亿元人民币,同比减少3.2%;全年调整后净利润192.73亿元人民币,同比增长126.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c687ded2a675d6673230a15766043ba2\" title=\"\" tg-width=\"1113\" tg-height=\"389\"/></p><p><strong>第四季度智能手机业务收入442亿元 同比增长20.6%</strong></p><p>财报显示,2023年智能手机业务收入为人民币1,575亿元,全球智能手机出货量为1.46亿台。</p><p>2023年第四季度,智能手机业务收入为人民币442亿元,同比增长20.6%,过去连续7个季度同比下降后重回同比增长。四季度,全球智能手机出货量为4050万台,同比增长23.9%,显著超过全球市场增速。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dff0e777fc63d91f0a09d6c39e01b327\" title=\"\" tg-width=\"1090\" tg-height=\"417\"/></p><p><strong>小米集团:截至2023年底现金储备为1363亿元 创历史新高</strong></p><p>小米集团在财报中披露,充沛的现金是其核心业务以及新业务能够持续发展的重要基础,截至2023年12月31日,其现金储备为人民币1363亿元,创历史新高。此外,其首款汽车产品Xiaomi SU7系列的定价将于2024年3月28日正式公布。</p><p></p></body></html>","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>小米Q4调整后净利润49.1亿元,同比增长236.1%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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小米Q4调整后净利润49.1亿元,同比增长236.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-19 17:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月19日,<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>公布截止去年底的四季度及全年业绩。</p><p><img src=\"https://static.tigerbbs.com/5094061df92771109c896ab152d95d44\" alt=\"\"/>财报显示:2023年第四季度营收732.44亿元人民币,同比增长10.9%;第四季度调整后净利润49.1亿元人民币,同比增长236.1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d145a253e8a88e163215d0cc1c7de097\" title=\"\" tg-width=\"1119\" tg-height=\"558\"/></p><p>小米集团全年收入2709.7亿元人民币,同比减少3.2%;全年调整后净利润192.73亿元人民币,同比增长126.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c687ded2a675d6673230a15766043ba2\" title=\"\" tg-width=\"1113\" tg-height=\"389\"/></p><p><strong>第四季度智能手机业务收入442亿元 同比增长20.6%</strong></p><p>财报显示,2023年智能手机业务收入为人民币1,575亿元,全球智能手机出货量为1.46亿台。</p><p>2023年第四季度,智能手机业务收入为人民币442亿元,同比增长20.6%,过去连续7个季度同比下降后重回同比增长。四季度,全球智能手机出货量为4050万台,同比增长23.9%,显著超过全球市场增速。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dff0e777fc63d91f0a09d6c39e01b327\" title=\"\" tg-width=\"1090\" tg-height=\"417\"/></p><p><strong>小米集团:截至2023年底现金储备为1363亿元 创历史新高</strong></p><p>小米集团在财报中披露,充沛的现金是其核心业务以及新业务能够持续发展的重要基础,截至2023年12月31日,其现金储备为人民币1363亿元,创历史新高。此外,其首款汽车产品Xiaomi SU7系列的定价将于2024年3月28日正式公布。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"81810":"小米集团-WR","BK1506":"5G概念","BK1607":"新IT概念","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK1589":"北水核心资产","BK1521":"挪威政府全球养老基金持仓","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1193":"电脑硬件、储存设备及电脑周边","XIACY":"小米集团ADR","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK1523":"武汉本地概念股","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BK1502":"双十一","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1575":"同股不同权","01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108282115","content_text":"3月19日,小米集团-W公布截止去年底的四季度及全年业绩。财报显示:2023年第四季度营收732.44亿元人民币,同比增长10.9%;第四季度调整后净利润49.1亿元人民币,同比增长236.1%。小米集团全年收入2709.7亿元人民币,同比减少3.2%;全年调整后净利润192.73亿元人民币,同比增长126.3%。第四季度智能手机业务收入442亿元 同比增长20.6%财报显示,2023年智能手机业务收入为人民币1,575亿元,全球智能手机出货量为1.46亿台。2023年第四季度,智能手机业务收入为人民币442亿元,同比增长20.6%,过去连续7个季度同比下降后重回同比增长。四季度,全球智能手机出货量为4050万台,同比增长23.9%,显著超过全球市场增速。小米集团:截至2023年底现金储备为1363亿元 创历史新高小米集团在财报中披露,充沛的现金是其核心业务以及新业务能够持续发展的重要基础,截至2023年12月31日,其现金储备为人民币1363亿元,创历史新高。此外,其首款汽车产品Xiaomi SU7系列的定价将于2024年3月28日正式公布。","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285949519200488,"gmtCreate":1710830210702,"gmtModify":1710830212104,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02509\">$荃信生物-B(02509)$ </a> 未中签!","listText":"<a href=\"https://laohu8.com/S/02509\">$荃信生物-B(02509)$ </a> 未中签!","text":"$荃信生物-B(02509)$ 未中签!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285949519200488","isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284123289801024,"gmtCreate":1710382381203,"gmtModify":1710382382453,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$ </a> <a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$ </a> <a href=\"https://laohu8.com/S/GCT\">$大健云仓(GCT)$ </a> 中概之光,优质成长股,强推!","listText":"<a href=\"https://laohu8.com/S/BZ\">$BOSS直聘(BZ)$ </a> <a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$ </a> <a href=\"https://laohu8.com/S/GCT\">$大健云仓(GCT)$ </a> 中概之光,优质成长股,强推!","text":"$BOSS直聘(BZ)$ $富途控股(FUTU)$ $大健云仓(GCT)$ 中概之光,优质成长股,强推!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/284123289801024","isVote":1,"tweetType":1,"viewCount":1281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283873037582544,"gmtCreate":1710321392554,"gmtModify":1710321394560,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> <v-v data-views=\"1\"></v-v> 英伟达概念大集合","listText":"<a href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> <v-v data-views=\"1\"></v-v> 英伟达概念大集合","text":"$SoundHound AI Inc(SOUN)$ $英伟达(NVDA)$ $微软(MSFT)$ 英伟达概念大集合","images":[{"img":"https://static.tigerbbs.com/78508a8c74d729d68cd7c69300a86983","width":"897","height":"847"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/283873037582544","isVote":1,"tweetType":1,"viewCount":5628,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000557","authorId":"9000000000000557","name":"幸福泡泡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"干脆直接拉个英伟达大合唱团算了","text":"干脆直接拉个英伟达大合唱团算了","html":"干脆直接拉个英伟达大合唱团算了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":283838806343768,"gmtCreate":1710312923769,"gmtModify":1710312925407,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"真牛","listText":"真牛","text":"真牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283838806343768","repostId":"2419545393","repostType":2,"repost":{"id":"2419545393","pubTimestamp":1710296231,"share":"https://www.laohu8.com/m/news/2419545393?lang=&edition=full","pubTime":"2024-03-13 10:17","market":"hk","language":"zh","title":"BOSS直聘2023年净利润暴涨9.25倍!月活用户4230万,同比增长47.4%,蓝领用户成增长亮点","url":"https://stock-news.laohu8.com/highlight/detail?id=2419545393","media":"金融界","summary":"3月12日晚间,BOSS直聘发布2023年度财务报告,2023年度实现营业收入59.52亿元,同比增长31.9%,净利润则暴涨925%,达到10.99亿元。在用户方面,BOSS直聘表示,2023年公司恢复了强劲的用户增长,并进一步渗透到各用户群体。截至2023年12月31日止年度的平均月活跃用户为42.3百万,较截至2022年12月31日止年度的28.7百万增加47.4%。截至2023年12月31日止年度的平均日活跃用户/月活跃用户达26.3%,与2022年基本保持一致并保持在高位。","content":"<html><body><div>\n<p>3月12日晚间,<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>发布2023年度财务报告,2023年度实现营业收入59.52亿元,同比增长31.9%,净利润则暴涨925%,达到10.99亿元。</p><p><img src=\"http://img.jrjimg.cn/2024/03/13/62380f23640299a38f3ce5d62b4318a5.png\"/></p><p>在用户方面,BOSS直聘表示,2023年公司恢复了强劲的用户增长,并进一步渗透到各用户群体。截至2023年12月31日止年度的平均月活跃用户(“月活跃用户”)为42.3百万,较截至2022年12月31日止年度的28.7百万增加47.4%。截至2023年12月31日止年度的平均日活跃用户/月活跃用户达26.3%,与2022年基本保持一致并保持在高位。</p><p>此外,BOSS直聘还表示,蓝领用户(尤其是城市服务业用户)是今年用户增长的亮点,同比增速跑赢所有其他行业。与一线城市及KA客户相比,低线城市及中小企业的增长亦更快。这是公司持续致力于技术投入和创新的结果,专注于完善个性化推荐算法,使公司能够服务不同行业、地区及规模的客户。</p><p>在用户和商业产品方面,根据今年用户增长的特点,公司针对不同类型的求职者(如蓝领、毕业生)优化了使用流程,进一步提升他们的使用体验。同时,公司提供更灵活、更具针对性的商业产品,以满足不同行业及规模的企业用户的各种招聘需求。</p><p>市场消息显示,BOSS直聘(NASDAQ:BZ)美股周二收报20.79美元,涨幅18.80%,总市值90.90亿美元。今日港股开盘后,BOSS直聘直线拉升,截至10:06,报78.5港元,涨幅20.77%,总市值692亿港元。</p><p>另外值得一提的是,今天A股市场与人力资源相关股票亦迎来上涨,截至10:08分,<span><a href=\"https://laohu8.com/S/300662\">科锐国际</a></span>涨12.88%,<span><a href=\"https://laohu8.com/S/600861\">北京人力</a></span>涨7.71%,<span><a href=\"https://laohu8.com/S/600662\">外服控股</a></span>涨1.71%。</p>\n<div>\n<div>\r\n 责任编辑:张小旋\r\n </div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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>BOSS直聘2023年净利润暴涨9.25倍!月活用户4230万,同比增长47.4%,蓝领用户成增长亮点</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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#494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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\">\nBOSS直聘2023年净利润暴涨9.25倍!月活用户4230万,同比增长47.4%,蓝领用户成增长亮点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-13 10:17 北京时间 <a href=https://hk.jrj.com.cn/2024/03/13101739830887.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月12日晚间,BOSS直聘发布2023年度财务报告,2023年度实现营业收入59.52亿元,同比增长31.9%,净利润则暴涨925%,达到10.99亿元。在用户方面,BOSS直聘表示,2023年公司恢复了强劲的用户增长,并进一步渗透到各用户群体。截至2023年12月31日止年度的平均月活跃用户(“月活跃用户”)为42.3百万,较截至2022年12月31日止年度的28.7百万增加47.4%。截至...</p>\n\n<a href=\"https://hk.jrj.com.cn/2024/03/13101739830887.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://imgcloud.jrjimg.cn/2024/03/13/62380f23640299a38f3ce5d62b4318a5.png","relate_stocks":{"BZ":"BOSS直聘"},"source_url":"https://hk.jrj.com.cn/2024/03/13101739830887.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419545393","content_text":"3月12日晚间,BOSS直聘发布2023年度财务报告,2023年度实现营业收入59.52亿元,同比增长31.9%,净利润则暴涨925%,达到10.99亿元。在用户方面,BOSS直聘表示,2023年公司恢复了强劲的用户增长,并进一步渗透到各用户群体。截至2023年12月31日止年度的平均月活跃用户(“月活跃用户”)为42.3百万,较截至2022年12月31日止年度的28.7百万增加47.4%。截至2023年12月31日止年度的平均日活跃用户/月活跃用户达26.3%,与2022年基本保持一致并保持在高位。此外,BOSS直聘还表示,蓝领用户(尤其是城市服务业用户)是今年用户增长的亮点,同比增速跑赢所有其他行业。与一线城市及KA客户相比,低线城市及中小企业的增长亦更快。这是公司持续致力于技术投入和创新的结果,专注于完善个性化推荐算法,使公司能够服务不同行业、地区及规模的客户。在用户和商业产品方面,根据今年用户增长的特点,公司针对不同类型的求职者(如蓝领、毕业生)优化了使用流程,进一步提升他们的使用体验。同时,公司提供更灵活、更具针对性的商业产品,以满足不同行业及规模的企业用户的各种招聘需求。市场消息显示,BOSS直聘(NASDAQ:BZ)美股周二收报20.79美元,涨幅18.80%,总市值90.90亿美元。今日港股开盘后,BOSS直聘直线拉升,截至10:06,报78.5港元,涨幅20.77%,总市值692亿港元。另外值得一提的是,今天A股市场与人力资源相关股票亦迎来上涨,截至10:08分,科锐国际涨12.88%,北京人力涨7.71%,外服控股涨1.71%。\n\n\r\n 责任编辑:张小旋","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283518248194200,"gmtCreate":1710257228128,"gmtModify":1710257229837,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"招聘需求永远都有","listText":"招聘需求永远都有","text":"招聘需求永远都有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283518248194200","repostId":"1151207044","repostType":2,"repost":{"id":"1151207044","pubTimestamp":1710241847,"share":"https://www.laohu8.com/m/news/1151207044?lang=&edition=full","pubTime":"2024-03-12 19:10","market":"us","language":"zh","title":"BOSS直聘2023年第四季度营收同比增46%,实现扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=1151207044","media":"新浪美股","summary":"第四季度公司取得净利润3.31亿元,较上年同期由亏转盈。","content":"<html><head></head><body><p>周二,BOSS直聘盘中大涨超21%,股价创近一年新高,本月涨幅已超36%。2023年第四季度,BOSS直聘实现营收15.8亿元,同比上涨46%;经计算现金收款17.80亿元,同比增长61.2%,环比上涨8.8%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18628a5de524298d364cdfeb698dd2d3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>第四季度公司取得净利润3.31亿元,较上年同期由亏转盈。</p><p>截至2023年12月31日止的十二个月内,公司付费企业客户数为520万,同比上涨44.4%。</p></body></html>","source":"xlmg","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>BOSS直聘2023年第四季度营收同比增46%,实现扭亏为盈</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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\">\nBOSS直聘2023年第四季度营收同比增46%,实现扭亏为盈\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-12 19:10 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2024-03-12/doc-inanahxm0453369.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周二,BOSS直聘盘中大涨超21%,股价创近一年新高,本月涨幅已超36%。2023年第四季度,BOSS直聘实现营收15.8亿元,同比上涨46%;经计算现金收款17.80亿元,同比增长61.2%,环比上涨8.8%。第四季度公司取得净利润3.31亿元,较上年同期由亏转盈。截至2023年12月31日止的十二个月内,公司付费企业客户数为520万,同比上涨44.4%。</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-03-12/doc-inanahxm0453369.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f698ae7126e34e8a997d597b09a4543b","relate_stocks":{"BZ":"BOSS直聘","02076":"BOSS直聘-W"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-03-12/doc-inanahxm0453369.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151207044","content_text":"周二,BOSS直聘盘中大涨超21%,股价创近一年新高,本月涨幅已超36%。2023年第四季度,BOSS直聘实现营收15.8亿元,同比上涨46%;经计算现金收款17.80亿元,同比增长61.2%,环比上涨8.8%。第四季度公司取得净利润3.31亿元,较上年同期由亏转盈。截至2023年12月31日止的十二个月内,公司付费企业客户数为520万,同比上涨44.4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283466917683232,"gmtCreate":1710234173002,"gmtModify":1710234174060,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02509\">$荃信生物-B(02509)$ </a> 黑马?","listText":"<a href=\"https://laohu8.com/S/02509\">$荃信生物-B(02509)$ </a> 黑马?","text":"$荃信生物-B(02509)$ 黑马?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/283466917683232","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281422109913304,"gmtCreate":1709734955211,"gmtModify":1709734957075,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"难得啊,中概需要不断的有这样的大公司来带动整体情绪","listText":"难得啊,中概需要不断的有这样的大公司来带动整体情绪","text":"难得啊,中概需要不断的有这样的大公司来带动整体情绪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281422109913304","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281420013862944,"gmtCreate":1709734440624,"gmtModify":1709734443423,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"这个回购额可以的!","listText":"这个回购额可以的!","text":"这个回购额可以的!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281420013862944","repostId":"1157418326","repostType":2,"repost":{"id":"1157418326","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":1709721115,"share":"https://www.laohu8.com/m/news/1157418326?lang=&edition=full","pubTime":"2024-03-06 18:31","market":"us","language":"zh","title":"京东Q4营收3061亿元超预期,将进行最高30亿美元的股票回购","url":"https://stock-news.laohu8.com/highlight/detail?id=1157418326","media":"老虎资讯综合","summary":"2023年全年收入为人民币10,847亿元,较2022年全年增加3.7%。","content":"<html><head></head><body><p>3月6日周三,京东集团发布2023年四季度及全年业绩。</p><p><strong>2023年四季度</strong></p><ul style=\"list-style-type: disc;\"><li><p>四季度,京东集团录得收入人民币3,061亿元(431亿美元),同比增3.6%。市场预期2999亿元。</p></li><li><p>四季度,商品收入较2022年同期增加3.7%,服务收入较2022年同期增加3.0%。</p></li><li><p>四季度,归属于普通股股东的净利润34亿元(5亿美元),同比增11.8%。</p></li><li><p>四季度,非美国通用会计准则下,归属于普通股股东的净利润84亿元 (12亿美元),同比增9.9%。</p></li><li><p>四季度,每股美国存托股摊薄收益2.13元(0.30美元),2022年同期1.91元。</p></li><li><p>四季度,非美国通用会计准则下,每股美国存托股摊薄收益5.30元(0.75美元),2022年同期4.81元。</p></li></ul><p><strong>2023年全年</strong></p><ul style=\"\"><li><p>2023年,京东集团收入为人民币10,847亿元(1,528亿美元),较2022年全年增加3.7%。</p></li><li><p>2023年,商品收入较2022年全年增加0.7%,服务收入较2022年全年增加17.8%。</p></li><li><p>2023年,经营利润260亿元(37亿美元),较2022年增加32%。全年的经营利润率为2.4%, 2022年全年为1.9%。</p></li><li><p>2023年,非美国通用会计准则下,经营利润354亿元(50亿美元),较2022年增加28.5%。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e58881efdd5aac6c3f2fce9d4a977f5\" title=\"\" tg-width=\"640\" tg-height=\"616\"/></p><p><strong>回购</strong></p><p><strong>京东:董事会已批准一项新股份回购计划,于本公司现有股份回购计划于2024年3月17日届满后生效。根据新股份回购计划,本公司可于截至2027年3月的未来36个月内回购价值不超过30亿美元的股份。</strong></p><p><strong>股利</strong></p><p>董事会已批准2023年年度现金股利,为每股普通股0.38美元,或每股美国存托股0.76美元,股利总额将约为12亿美元。</p><p>截至发稿,京东盘前大涨近14%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11735712ab7e175b0d91ab331adf8dbd\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p></p></body></html>","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>京东Q4营收3061亿元超预期,将进行最高30亿美元的股票回购</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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京东Q4营收3061亿元超预期,将进行最高30亿美元的股票回购\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-06 18:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月6日周三,京东集团发布2023年四季度及全年业绩。</p><p><strong>2023年四季度</strong></p><ul style=\"list-style-type: disc;\"><li><p>四季度,京东集团录得收入人民币3,061亿元(431亿美元),同比增3.6%。市场预期2999亿元。</p></li><li><p>四季度,商品收入较2022年同期增加3.7%,服务收入较2022年同期增加3.0%。</p></li><li><p>四季度,归属于普通股股东的净利润34亿元(5亿美元),同比增11.8%。</p></li><li><p>四季度,非美国通用会计准则下,归属于普通股股东的净利润84亿元 (12亿美元),同比增9.9%。</p></li><li><p>四季度,每股美国存托股摊薄收益2.13元(0.30美元),2022年同期1.91元。</p></li><li><p>四季度,非美国通用会计准则下,每股美国存托股摊薄收益5.30元(0.75美元),2022年同期4.81元。</p></li></ul><p><strong>2023年全年</strong></p><ul style=\"\"><li><p>2023年,京东集团收入为人民币10,847亿元(1,528亿美元),较2022年全年增加3.7%。</p></li><li><p>2023年,商品收入较2022年全年增加0.7%,服务收入较2022年全年增加17.8%。</p></li><li><p>2023年,经营利润260亿元(37亿美元),较2022年增加32%。全年的经营利润率为2.4%, 2022年全年为1.9%。</p></li><li><p>2023年,非美国通用会计准则下,经营利润354亿元(50亿美元),较2022年增加28.5%。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e58881efdd5aac6c3f2fce9d4a977f5\" title=\"\" tg-width=\"640\" tg-height=\"616\"/></p><p><strong>回购</strong></p><p><strong>京东:董事会已批准一项新股份回购计划,于本公司现有股份回购计划于2024年3月17日届满后生效。根据新股份回购计划,本公司可于截至2027年3月的未来36个月内回购价值不超过30亿美元的股份。</strong></p><p><strong>股利</strong></p><p>董事会已批准2023年年度现金股利,为每股普通股0.38美元,或每股美国存托股0.76美元,股利总额将约为12亿美元。</p><p>截至发稿,京东盘前大涨近14%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11735712ab7e175b0d91ab331adf8dbd\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf5337c9c7bc23ec872d30a10fe10327","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157418326","content_text":"3月6日周三,京东集团发布2023年四季度及全年业绩。2023年四季度四季度,京东集团录得收入人民币3,061亿元(431亿美元),同比增3.6%。市场预期2999亿元。四季度,商品收入较2022年同期增加3.7%,服务收入较2022年同期增加3.0%。四季度,归属于普通股股东的净利润34亿元(5亿美元),同比增11.8%。四季度,非美国通用会计准则下,归属于普通股股东的净利润84亿元 (12亿美元),同比增9.9%。四季度,每股美国存托股摊薄收益2.13元(0.30美元),2022年同期1.91元。四季度,非美国通用会计准则下,每股美国存托股摊薄收益5.30元(0.75美元),2022年同期4.81元。2023年全年2023年,京东集团收入为人民币10,847亿元(1,528亿美元),较2022年全年增加3.7%。2023年,商品收入较2022年全年增加0.7%,服务收入较2022年全年增加17.8%。2023年,经营利润260亿元(37亿美元),较2022年增加32%。全年的经营利润率为2.4%, 2022年全年为1.9%。2023年,非美国通用会计准则下,经营利润354亿元(50亿美元),较2022年增加28.5%。回购京东:董事会已批准一项新股份回购计划,于本公司现有股份回购计划于2024年3月17日届满后生效。根据新股份回购计划,本公司可于截至2027年3月的未来36个月内回购价值不超过30亿美元的股份。股利董事会已批准2023年年度现金股利,为每股普通股0.38美元,或每股美国存托股0.76美元,股利总额将约为12亿美元。截至发稿,京东盘前大涨近14%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280941580939288,"gmtCreate":1709618300051,"gmtModify":1709621739912,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a><v-v data-views=\"1\"></v-v> 真的要笑死<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a> ","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a><v-v data-views=\"1\"></v-v> 真的要笑死<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a> ","text":"$理想汽车(LI)$ 真的要笑死$理想汽车-W(02015)$","images":[{"img":"https://static.tigerbbs.com/8b31c5470dffa15bc2fded2a185ede1b","width":"622","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/280941580939288","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":280587189895328,"gmtCreate":1709524282872,"gmtModify":1709524284514,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"蔚来还在亏啊?","listText":"蔚来还在亏啊?","text":"蔚来还在亏啊?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280587189895328","repostId":"1105397770","repostType":2,"repost":{"id":"1105397770","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":1709278563,"share":"https://www.laohu8.com/m/news/1105397770?lang=&edition=full","pubTime":"2024-03-01 15:36","market":"hk","language":"zh","title":"蔚来汽车4季度业绩前瞻:扭亏为盈尤待战略破局","url":"https://stock-news.laohu8.com/highlight/detail?id=1105397770","media":"老虎资讯综合","summary":"文章来源:招银国际4Q23盈利预测:去年四季度,考虑到$蔚来$的终端折扣低于其他主要品 牌,我们预计其整车平均售价将环比下滑 2%至 30.9 万元,而售价下 滑的影响有望被电池成本下降所抵消,我们测算其四季度整车业务毛 利率有望环比改善 0.7 百分点至 11.7%;但随着换电权益退出,我们 预计公司的其他收入和毛利率或环比下滑。综上,我们测算$蔚来$去年 四季度净利润有望环比小幅收窄至 44 亿元。","content":"<p><strong>文章来源:招银国际</strong></p><p>4Q23盈利预测:去年四季度,考虑到<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的终端折扣低于其他主要品牌,我们预计其整车平均售价将环比下滑 2%至 30.9 万元,而售价下 滑的影响有望被电池成本下降所抵消,我们测算其四季度整车业务毛 利率有望环比改善 0.7 百分点至 11.7%;但随着换电权益退出,我们 预计公司的其他收入和毛利率或环比下滑。综上,我们测算<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>去年 四季度净亏损有望环比小幅收窄至 44 亿元。</p><p>2024 年展望:我们维持对今年的销量预测 21 万台,综合毛利率改善 至 8.1%。考虑到上半年缺少新车贡献以及现有车型的内部蚕食,蔚来 今年的销量增速可能是三家新势力中最低的。考虑到公司削减非核心 业务的举措,我们预测其今年的研发和销管费用有望同比减少,但今 年的净亏损仍可达 146 亿元。我们认为去年阿布扎比主权基金对蔚来 超 200 亿人民币的投资可以支撑其 2024-25 年的发展需要,这也是决 定公司生死存亡的重要窗口期。我们认为公司仍需理清战略方向才能 有望在可预见的未来扭亏为盈,特别是对第二品牌阿尔卑斯的发展策 略。</p><p>估值:去年 12 月,公司对阿布扎比主权基金的第二次增发导致原有的 股份数量增加约 16%,这部分对股东权益的摊薄或被部分投资者忽略。 维持“持有”评级,目标价 6.8 美元,基于 1.4x FY24E P/S。</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>蔚来汽车4季度业绩前瞻:扭亏为盈尤待战略破局</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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#494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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蔚来汽车4季度业绩前瞻:扭亏为盈尤待战略破局\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-01 15:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><strong>文章来源:招银国际</strong></p><p>4Q23盈利预测:去年四季度,考虑到<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的终端折扣低于其他主要品牌,我们预计其整车平均售价将环比下滑 2%至 30.9 万元,而售价下 滑的影响有望被电池成本下降所抵消,我们测算其四季度整车业务毛 利率有望环比改善 0.7 百分点至 11.7%;但随着换电权益退出,我们 预计公司的其他收入和毛利率或环比下滑。综上,我们测算<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>去年 四季度净亏损有望环比小幅收窄至 44 亿元。</p><p>2024 年展望:我们维持对今年的销量预测 21 万台,综合毛利率改善 至 8.1%。考虑到上半年缺少新车贡献以及现有车型的内部蚕食,蔚来 今年的销量增速可能是三家新势力中最低的。考虑到公司削减非核心 业务的举措,我们预测其今年的研发和销管费用有望同比减少,但今 年的净亏损仍可达 146 亿元。我们认为去年阿布扎比主权基金对蔚来 超 200 亿人民币的投资可以支撑其 2024-25 年的发展需要,这也是决 定公司生死存亡的重要窗口期。我们认为公司仍需理清战略方向才能 有望在可预见的未来扭亏为盈,特别是对第二品牌阿尔卑斯的发展策 略。</p><p>估值:去年 12 月,公司对阿布扎比主权基金的第二次增发导致原有的 股份数量增加约 16%,这部分对股东权益的摊薄或被部分投资者忽略。 维持“持有”评级,目标价 6.8 美元,基于 1.4x FY24E P/S。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念","NIO":"蔚来","BK4526":"热门中概股","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","09866":"蔚来-SW","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK6125":"汽车制造商","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","NIO.SI":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105397770","content_text":"文章来源:招银国际4Q23盈利预测:去年四季度,考虑到蔚来的终端折扣低于其他主要品牌,我们预计其整车平均售价将环比下滑 2%至 30.9 万元,而售价下 滑的影响有望被电池成本下降所抵消,我们测算其四季度整车业务毛 利率有望环比改善 0.7 百分点至 11.7%;但随着换电权益退出,我们 预计公司的其他收入和毛利率或环比下滑。综上,我们测算蔚来去年 四季度净亏损有望环比小幅收窄至 44 亿元。2024 年展望:我们维持对今年的销量预测 21 万台,综合毛利率改善 至 8.1%。考虑到上半年缺少新车贡献以及现有车型的内部蚕食,蔚来 今年的销量增速可能是三家新势力中最低的。考虑到公司削减非核心 业务的举措,我们预测其今年的研发和销管费用有望同比减少,但今 年的净亏损仍可达 146 亿元。我们认为去年阿布扎比主权基金对蔚来 超 200 亿人民币的投资可以支撑其 2024-25 年的发展需要,这也是决 定公司生死存亡的重要窗口期。我们认为公司仍需理清战略方向才能 有望在可预见的未来扭亏为盈,特别是对第二品牌阿尔卑斯的发展策 略。估值:去年 12 月,公司对阿布扎比主权基金的第二次增发导致原有的 股份数量增加约 16%,这部分对股东权益的摊薄或被部分投资者忽略。 维持“持有”评级,目标价 6.8 美元,基于 1.4x FY24E P/S。","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279559638999272,"gmtCreate":1709273417265,"gmtModify":1709273419005,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"哎,我们啥时候能站上 4000 点","listText":"哎,我们啥时候能站上 4000 点","text":"哎,我们啥时候能站上 4000 点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/279559638999272","repostId":"1188723484","repostType":2,"repost":{"id":"1188723484","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":1709271778,"share":"https://www.laohu8.com/m/news/1188723484?lang=&edition=full","pubTime":"2024-03-01 13:42","market":"other","language":"zh","title":"日经225指数触及4万点,续创历史新高!","url":"https://stock-news.laohu8.com/highlight/detail?id=1188723484","media":"老虎资讯综合","summary":"3月1日,日经225指数站上40000点整数大关口,续创历史新高,日内涨超2%,今年迄今累涨近20%。","content":"<html><head></head><body><p>3月1日,日经225指数触及40000点整数大关口,续创历史新高,日内涨超2%。</p><p>今年以来,日经指数累计上涨近20%,受益于股东回报率上升前景、日元走弱、温和通胀迹象以及企业利润增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25ab73a46ead8ad0635701f9945ef84f\" title=\"\" tg-width=\"932\" tg-height=\"457\"/></p><p></p></body></html>","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>日经225指数触及4万点,续创历史新高!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; 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class=\"title\">\n日经225指数触及4万点,续创历史新高!\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-01 13:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月1日,日经225指数触及40000点整数大关口,续创历史新高,日内涨超2%。</p><p>今年以来,日经指数累计上涨近20%,受益于股东回报率上升前景、日元走弱、温和通胀迹象以及企业利润增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25ab73a46ead8ad0635701f9945ef84f\" title=\"\" tg-width=\"932\" tg-height=\"457\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9f0cddf70c6e25d364fa9afb7480389e","relate_stocks":{"EWJ":"日本ETF-iShares MSCI"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188723484","content_text":"3月1日,日经225指数触及40000点整数大关口,续创历史新高,日内涨超2%。今年以来,日经指数累计上涨近20%,受益于股东回报率上升前景、日元走弱、温和通胀迹象以及企业利润增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3437211315837355","authorId":"3437211315837355","name":"钞能力系我","avatar":"https://static.tigerbbs.com/d6a07e4e5031f5f6b6d949221547cf91","crmLevel":5,"crmLevelSwitch":1},"content":"睡觉的时候[笑哭][笑哭]","text":"睡觉的时候[笑哭][笑哭]","html":"睡觉的时候[笑哭][笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278981278892112,"gmtCreate":1709132077566,"gmtModify":1709132078521,"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$ </a> 真正的闷声发大财","listText":"<a href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$ </a> 真正的闷声发大财","text":"$唯品会(VIPS)$ 真正的闷声发大财","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278981278892112","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[],"lives":[]}