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泥泞之后花开满地
12-02
我开仓了
$蔚来(NIO)$
,知行合一,港美一起,短线中线值。小鹏的话,飞行汽车厉害,轿车产品线逐渐完善,蔚来国内靠换电护城河。理想增程亚历山大,毕竟现在国产起来的车也看到了增程的好卖。
泥泞之后花开满地
12-02
我开仓了
$蔚来-SW(09866)$
,斌哥的三观正,只是集团的整个思路把投资人放在了最后,随着几个产品线初具成型,汽车+能源的状态走了出来。中东土豪7美金多的股权投资,结合开拓中东后,投资人回报可能会提一提,毕竟,你不能把土豪的钱当橘子皮。年底的nio day看看什么是精品小车,看看三代平台怎么切换。这个价格,美股和港股准备都投一点。
泥泞之后花开满地
11-14
我开仓了
$XL二南方恒科(07226)$
,交易性资金撤离,战略性资金应该这里可以介入了。调整一个月了,是时候了。
泥泞之后花开满地
10-28
我平仓了28620.0股
$嘉楠科技(CAN)$
,来看看我最新分享的订单!
泥泞之后花开满地
10-23
$嘉楠科技(CAN)$
川普概念,比特币矿机中概股。有没有机会炒作下?
泥泞之后花开满地
10-18
$嘉楠科技(CAN)$
随便瞎胡扯,图形画得高超,配置一点点当做是川普交易了。
泥泞之后花开满地
07-01
干上7块,迎接乐道,话说高端纯电,又有换电,独一份
泥泞之后花开满地
07-01
$蔚来(NIO)$
这个6月交付开挂有点。。。还伴随乐道没上市。。。我蔚高端纯电一哥
泥泞之后花开满地
06-12
靴子落地,对蔚来没啥影响,对比亚迪有点影响
欧盟宣布将在7月初对自中国进口的电动汽车加征关税
泥泞之后花开满地
06-12
$蔚来(NIO)$
蔚来车有三只脚,一只蔚来,一只乐道,还有一只就是萤火虫。同时能源版块铸造了自己的护城河。 2019年蔚来危,2024年又是一个低点,5年一个轮回,从今年底到明年将会越来越好。 欧盟关税与否并不重要,毕竟也就4000多台车, 同时布局欧洲让我们看到蔚来的软硬实力,就当是广告了。 乐道以及明年初的萤火虫,希望蔚来打一个漂亮的翻身仗。同时希望蔚来注重股东回报,相信会有的。
泥泞之后花开满地
06-12
纯电的转换,或许不久就要到来
泥泞之后花开满地
06-11
$蔚来(NIO)$
混动,增程,卖得越多越好因为这都是培养纯电的基础。
泥泞之后花开满地
06-07
拐点的预测很难的,但若准了,那就是一个底部区域。
NIO Below $5: Investors Seem Way Too Bearish
泥泞之后花开满地
05-30
$Faraday Future(FFIE)$
选择相信也是因为赌,选择不信,那是因为受伤了。不评论人,只看公司的ceo变动,以及当时极度看好的陈雪峰,现在的ff更像是一个赌博的工具。车生产不了,因为供应链中国最完全,塔尖,极奢,太过浮夸了。不否认贾的远见,乐视,版权,生态等。但ff到现在,生产地方选错了,硬伤。
泥泞之后花开满地
05-07
交付时间太晚,要像小米学习,发布马上交付
泥泞之后花开满地
04-08
牛
抱歉,原内容已删除
泥泞之后花开满地
2023-01-30
$Faraday Future(FFIE)$
现在啥都有,就差量产了,这个就有意思了。中东的富豪有没有相中的?
泥泞之后花开满地
2022-06-28
牛逼牛逼,这个做空机构估计亏钱亏傻了吧
蔚来盘中“跳水”,有做空机构指其夸大部分财务数据
泥泞之后花开满地
2022-06-09
$先瑞达医疗-B(06669)$
耐心等待,持股。
泥泞之后花开满地
2022-06-09
的确蛮不错
商业化加速收入增至3.04亿元,先瑞达医疗-B(06669)将迎长期价值释放
去老虎APP查看更多动态
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,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365014383550480","isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3537152568761839","authorId":"3537152568761839","name":"盖茨乔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3537152568761839","authorIdStr":"3537152568761839"},"content":"Can预测可以涨到5💲,川建国上台,还得📈一波","text":"Can预测可以涨到5💲,川建国上台,还得📈一波","html":"Can预测可以涨到5💲,川建国上台,还得📈一波"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363137201201384,"gmtCreate":1729681821426,"gmtModify":1729688416736,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"<a 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随便瞎胡扯,图形画得高超,配置一点点当做是川普交易了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361457550569616","isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322878425252152,"gmtCreate":1719836748289,"gmtModify":1719836750581,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"干上7块,迎接乐道,话说高端纯电,又有换电,独一份","listText":"干上7块,迎接乐道,话说高端纯电,又有换电,独一份","text":"干上7块,迎接乐道,话说高端纯电,又有换电,独一份","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322878425252152","isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322868043255968,"gmtCreate":1719826615796,"gmtModify":1719826617197,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 这个6月交付开挂有点。。。还伴随乐道没上市。。。我蔚高端纯电一哥","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 这个6月交付开挂有点。。。还伴随乐道没上市。。。我蔚高端纯电一哥","text":"$蔚来(NIO)$ 这个6月交付开挂有点。。。还伴随乐道没上市。。。我蔚高端纯电一哥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322868043255968","isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316065838833720,"gmtCreate":1718190903277,"gmtModify":1718190905376,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"靴子落地,对蔚来没啥影响,对比亚迪有点影响","listText":"靴子落地,对蔚来没啥影响,对比亚迪有点影响","text":"靴子落地,对蔚来没啥影响,对比亚迪有点影响","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/316065838833720","repostId":"1100658413","repostType":2,"repost":{"id":"1100658413","kind":"news","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":1718187726,"share":"https://www.laohu8.com/m/news/1100658413?lang=&edition=full","pubTime":"2024-06-12 18:22","market":"us","language":"zh","title":"欧盟宣布将在7月初对自中国进口的电动汽车加征关税","url":"https://stock-news.laohu8.com/highlight/detail?id=1100658413","media":"老虎资讯综合","summary":"6月12日,中概新能源汽车股盘前走低,$蔚来$跌超3%,$理想汽车$跌超2%;消息面:欧盟宣布将在7月初对自中国进口的电动汽车加征关税,中方已表示将采取措施维权。欧盟将从下个月起对自中国进口的电动汽车最高加征38.1%的额外关税。12日早些时候,中国外交部发言人林剑在回应有关欧盟将从下月起对从中国进口的电动汽车征收关税一事时表示,中方已多次阐明了有关立场,这起反补贴调查是典型的保护主义。","content":"<html><head></head><body><p>6月12日,中概新能源汽车股盘前走低,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超3%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%;消息面:欧盟宣布将在7月初对自中国进口的电动汽车加征关税,中方已表示将采取措施维权。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9cb0727f8a41c7ac36f647a6bb98b3\" title=\"\" tg-width=\"408\" tg-height=\"135\"/></p><p>欧盟将从下个月起对自中国进口的电动汽车最高加征38.1%的额外关税。欧盟委员会6月12日发布公告称,如无法与中方达成解决方案,加征关税将于7月4日左右实施。欧盟委员会表示,对比亚迪、吉利汽车和上汽集团将分别加征17.4%、20%和38.1%的关税;对其它制造商将征收21%的关税;进口自中国的特斯拉汽车可能适用单独的税率。</p><p style=\"text-align: justify;\">12日早些时候,中国外交部发言人林剑在回应有关欧盟将从下月起对从中国进口的电动汽车征收关税一事时表示,中方已多次阐明了有关立场,这起反补贴调查是典型的保护主义。欧方以此为由对自中国进口的电动汽车加征关税,违背市场经济原则和国际贸易规则,损害中欧经贸合作和全球汽车产供链的稳定,最终也会损害欧洲自身的利益。</p><p style=\"text-align: justify;\">“我们注意到近段时间欧洲多个国家政要,业界的代表对欧委会的调查表达了反对意见,认为通过对中国电动汽车加税来试图保护欧洲产业是错误的方法,保护主义没有前途,开放合作才是正道。”林剑说。“我们敦促欧方恪守支持自由贸易,反对保护主义的承诺,同中方一道维护好中欧经贸合作大局。中方将采取一切必要措施,坚定维护自身合法权益。”</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>欧盟宣布将在7月初对自中国进口的电动汽车加征关税</title>\n<style 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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欧盟宣布将在7月初对自中国进口的电动汽车加征关税\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\">2024-06-12 18:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月12日,中概新能源汽车股盘前走低,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超3%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%;消息面:欧盟宣布将在7月初对自中国进口的电动汽车加征关税,中方已表示将采取措施维权。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e9cb0727f8a41c7ac36f647a6bb98b3\" title=\"\" tg-width=\"408\" tg-height=\"135\"/></p><p>欧盟将从下个月起对自中国进口的电动汽车最高加征38.1%的额外关税。欧盟委员会6月12日发布公告称,如无法与中方达成解决方案,加征关税将于7月4日左右实施。欧盟委员会表示,对比亚迪、吉利汽车和上汽集团将分别加征17.4%、20%和38.1%的关税;对其它制造商将征收21%的关税;进口自中国的特斯拉汽车可能适用单独的税率。</p><p style=\"text-align: justify;\">12日早些时候,中国外交部发言人林剑在回应有关欧盟将从下月起对从中国进口的电动汽车征收关税一事时表示,中方已多次阐明了有关立场,这起反补贴调查是典型的保护主义。欧方以此为由对自中国进口的电动汽车加征关税,违背市场经济原则和国际贸易规则,损害中欧经贸合作和全球汽车产供链的稳定,最终也会损害欧洲自身的利益。</p><p style=\"text-align: justify;\">“我们注意到近段时间欧洲多个国家政要,业界的代表对欧委会的调查表达了反对意见,认为通过对中国电动汽车加税来试图保护欧洲产业是错误的方法,保护主义没有前途,开放合作才是正道。”林剑说。“我们敦促欧方恪守支持自由贸易,反对保护主义的承诺,同中方一道维护好中欧经贸合作大局。中方将采取一切必要措施,坚定维护自身合法权益。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"XPEV":"小鹏汽车","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","01211":"比亚迪股份","NIO":"蔚来","BK4527":"明星科技股","BK4526":"热门中概股","002594":"比亚迪","BK4503":"景林资产持仓","09868":"小鹏汽车-W","BK1521":"挪威政府全球养老基金持仓","BK4505":"高瓴资本持仓","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LI":"理想汽车","09866":"蔚来-SW","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","02015":"理想汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100658413","content_text":"6月12日,中概新能源汽车股盘前走低,蔚来跌超3%,理想汽车跌超2%;消息面:欧盟宣布将在7月初对自中国进口的电动汽车加征关税,中方已表示将采取措施维权。欧盟将从下个月起对自中国进口的电动汽车最高加征38.1%的额外关税。欧盟委员会6月12日发布公告称,如无法与中方达成解决方案,加征关税将于7月4日左右实施。欧盟委员会表示,对比亚迪、吉利汽车和上汽集团将分别加征17.4%、20%和38.1%的关税;对其它制造商将征收21%的关税;进口自中国的特斯拉汽车可能适用单独的税率。12日早些时候,中国外交部发言人林剑在回应有关欧盟将从下月起对从中国进口的电动汽车征收关税一事时表示,中方已多次阐明了有关立场,这起反补贴调查是典型的保护主义。欧方以此为由对自中国进口的电动汽车加征关税,违背市场经济原则和国际贸易规则,损害中欧经贸合作和全球汽车产供链的稳定,最终也会损害欧洲自身的利益。“我们注意到近段时间欧洲多个国家政要,业界的代表对欧委会的调查表达了反对意见,认为通过对中国电动汽车加税来试图保护欧洲产业是错误的方法,保护主义没有前途,开放合作才是正道。”林剑说。“我们敦促欧方恪守支持自由贸易,反对保护主义的承诺,同中方一道维护好中欧经贸合作大局。中方将采取一切必要措施,坚定维护自身合法权益。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554955583528736","authorId":"3554955583528736","name":"Jeremy_1092","avatar":"https://static.tigerbbs.com/f04ed86a42fa7c7aa67c0f426a8a723e","crmLevel":6,"crmLevelSwitch":0,"idStr":"3554955583528736","authorIdStr":"3554955583528736"},"content":"原文没看到?“对其它制造商将征收21%的关税”","text":"原文没看到?“对其它制造商将征收21%的关税”","html":"原文没看到?“对其它制造商将征收21%的关税”"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316044450812184,"gmtCreate":1718185696358,"gmtModify":1718185724082,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>蔚来车有三只脚,一只蔚来,一只乐道,还有一只就是萤火虫。同时能源版块铸造了自己的护城河。 2019年蔚来危,2024年又是一个低点,5年一个轮回,从今年底到明年将会越来越好。 欧盟关税与否并不重要,毕竟也就4000多台车, 同时布局欧洲让我们看到蔚来的软硬实力,就当是广告了。 乐道以及明年初的萤火虫,希望蔚来打一个漂亮的翻身仗。同时希望蔚来注重股东回报,相信会有的。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>蔚来车有三只脚,一只蔚来,一只乐道,还有一只就是萤火虫。同时能源版块铸造了自己的护城河。 2019年蔚来危,2024年又是一个低点,5年一个轮回,从今年底到明年将会越来越好。 欧盟关税与否并不重要,毕竟也就4000多台车, 同时布局欧洲让我们看到蔚来的软硬实力,就当是广告了。 乐道以及明年初的萤火虫,希望蔚来打一个漂亮的翻身仗。同时希望蔚来注重股东回报,相信会有的。","text":"$蔚来(NIO)$ 蔚来车有三只脚,一只蔚来,一只乐道,还有一只就是萤火虫。同时能源版块铸造了自己的护城河。 2019年蔚来危,2024年又是一个低点,5年一个轮回,从今年底到明年将会越来越好。 欧盟关税与否并不重要,毕竟也就4000多台车, 同时布局欧洲让我们看到蔚来的软硬实力,就当是广告了。 乐道以及明年初的萤火虫,希望蔚来打一个漂亮的翻身仗。同时希望蔚来注重股东回报,相信会有的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/316044450812184","isVote":1,"tweetType":1,"viewCount":1699,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473317676152094","authorId":"3473317676152094","name":"价值投资实践中","avatar":"https://static.tigerbbs.com/22260180b4f417bdd43d7eb947cc44b7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3473317676152094","authorIdStr":"3473317676152094"},"content":"3个品牌一起亏?倒闭更快吗","text":"3个品牌一起亏?倒闭更快吗","html":"3个品牌一起亏?倒闭更快吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316051895562560,"gmtCreate":1718176195807,"gmtModify":1718176198202,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"纯电的转换,或许不久就要到来","listText":"纯电的转换,或许不久就要到来","text":"纯电的转换,或许不久就要到来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316051895562560","isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315685083537480,"gmtCreate":1718102383139,"gmtModify":1718102857567,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>混动,增程,卖得越多越好因为这都是培养纯电的基础。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>混动,增程,卖得越多越好因为这都是培养纯电的基础。","text":"$蔚来(NIO)$ 混动,增程,卖得越多越好因为这都是培养纯电的基础。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315685083537480","isVote":1,"tweetType":1,"viewCount":1435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314311962099976,"gmtCreate":1717767642035,"gmtModify":1717767644233,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"拐点的预测很难的,但若准了,那就是一个底部区域。","listText":"拐点的预测很难的,但若准了,那就是一个底部区域。","text":"拐点的预测很难的,但若准了,那就是一个底部区域。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314311962099976","repostId":"2441059256","repostType":2,"repost":{"id":"2441059256","kind":"highlight","pubTimestamp":1717836507,"share":"https://www.laohu8.com/m/news/2441059256?lang=&edition=full","pubTime":"2024-06-08 16:48","market":"us","language":"en","title":"NIO Below $5: Investors Seem Way Too Bearish","url":"https://stock-news.laohu8.com/highlight/detail?id=2441059256","media":"seekingalpha","summary":"NIO's Q1 earnings showed improved vehicle margins and a strong forecast for Q2 deliveries, leading to a positive outlook for the firm's shares.The launch of NIO's new low-cost EV brand, ONVO, represen","content":"<html><head></head><body><ul style=\"\"><li><p>NIO's Q1 earnings showed improved vehicle margins and a strong forecast for Q2 deliveries, leading to a positive outlook for the firm's shares.</p></li><li><p>The launch of NIO's new low-cost EV brand, ONVO, represents an opportunity for the company to attack Tesla in China, but also poses risks to the company's margin trend.</p></li><li><p>NIO has the second-highest vehicle margins, after Li Auto.</p></li><li><p>The Company has a low price-to-revenue ratio and upside catalysts (profit improvement, ONVO launch, growing vehicle margins).</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e9f97d77afc55629dc80b54e0d1af071\" tg-width=\"750\" tg-height=\"500\"/></p><p>Robert Way/iStock Editorial via Getty Images</p><p></p><p>Electric vehicle start-up NIO (NYSE:NIO) submitted a mixed earnings sheet for the first fiscal quarter on Thursday that thankfully showed a continual trend of vehicle margin improvements. NIO's share price nonetheless dropped 7% after the Q1'24 earnings report, largely due to persistently high losses. NIO also announced the launch of a new, low-cost electric vehicle brand recently in a bid to attack the low-cost EV market segment and challenge Tesla's (TSLA) Model Y. I believe NIO still deserves the benefit of the doubt and since deliveries are roaring back in the second-quarter, the risk profile remains skewed to the upside, especially with the kind of valuation that NIO now offers EV investors.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f4860496a35403a90a8553b59661b450\" tg-width=\"635\" tg-height=\"456\"/></p><p>Data by YCharts</p><p></p><h2 id=\"id_4132377136\">Previous rating</h2><p>My last rating (March 2024) on shares of NIO was strong buy because I saw a positive risk profile related to the company's valuation. Since then, shares have declined approximately 13%, largely because investors appear too bearish. NIO's deliveries expectedly dipped in the first-quarter due to seasonal effects (and so do the deliveries of other China-focused EV start-ups) which sometimes can take a toll on investor sentiment. However, NIO's electric vehicle margins continued to improve in the first-quarter and the company's deliveries are set for a bounce-back quarter in Q2'24. Additionally, NIO just announced the kick-off of a new EV brand, ONVO, which is meant to create a challenge for Tesla's widely popular Model Y.</p><h2 id=\"id_3735402886\">Improving vehicle margin trend for NIO</h2><p>The biggest take-away from NIO's first fiscal quarter earnings report card was that the electric vehicle start-up successfully managed to improve its margin picture. NIO's vehicle margins improved to 9.2% in Q1'24, showing 4.1 PP expansion on a year-over-year basis. NIO's vehicle margins dropped Q/Q due to increased promotional events.</p><p>XPeng (XPEV), as an example, improved its vehicle margins 8.0 PP to 5.5% in Q1'24. So while XPeng's margin improvement was bigger than NIO's in percentage terms, NIO still has higher vehicle margins than XPeng (due to the EV company posting negative margins in the last year). Li Auto (LI) is still stealing the show here and had vehicle margins of 19.8% in Q1'24, although the EV firm reported a 0.5 PP Y/Y decline in margins. Li Auto's vehicle margins were therefore more than double NIO's margins, and it is the main reason why I believe Li Auto remains the most attractive Chinese EV start-up for investors to invest in right now.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a877e36d5f0b7216ecc3078470e8f32b\" tg-width=\"640\" tg-height=\"216\"/></p><p>NIO</p><p></p><p>With delivery growth broadly slowing last year, investors have become more focused on profitability, and margins tend to be a great way to judge improvements in this regard. From this point of view, NIO did quite well in Q1'24, although the company's large net loss of 5.2B Chinese Yuan ($718.1M) which increased 10% to the year-earlier period. Because investors are more focused on costs now than a year ago and NIO continues to post large net losses, shares of NIO slumped 7% after earnings... which I consider to be a buying opportunity, largely because the delivery picture is improving.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/11fe6b413fd723e2e6ea4b246ffd21c9\" tg-width=\"640\" tg-height=\"364\"/></p><p>NIO</p><p></p><p>NIO delivered 30,053 electric vehicles in the first-quarter, but the company is seeing very encouraging momentum so far in Q2'24. First-quarter delivery volumes in China tend to decline drastically due to the inclusion of Chinese New Year holidays. However, second-quarter delivery volumes typically bounce back quick and hard: in the first two months of the second fiscal quarter, as an example, NIO already delivered 36,164 electric vehicles which is already 20% more than in the entire first-quarter. The company's delivery guidance for Q2'24 calls for 54-56k deliveries, implying up to 138% year-over-year growth.</p><h2 id=\"id_3882034590\">Launch of EV spin-off brand ONVO</h2><p>NIO announced the launch of a new electric vehicle brand named ONVO last month, which is meant to consolidate the company's attempts to challenge the position of the Tesla Model Y in China. The brand's first model, the ONVO L60, is a mid-size sport utility vehicle that is meant to target families and have mass market appeal. Deliveries for the ONVO L60 are set to start in Q3'24 and any disclosures of reservation numbers for this EV model could be a positive catalyst for NIO's shares.</p><p>The ONVO L60 is set to debut with a price tag of $30k which would make it about $10k cheaper than the Tesla Model Y. I believe the launch of the spin-off brand is a positive development for NIO although the ONVO brand also poses a significant risk for the EV start-up: with vehicle margins just rebounding, it is a big risk for NIO to launch a low-cost EV brand to consolidate its efforts to target the mass market as it could have negative consequences for the company's vehicle margin trend. Therefore, the vehicle margin trend for NIO will remain the most important KPI going forward, in my opinion.</p><h2 id=\"id_3372386272\">NIO's valuation reflects deep investor pessimism</h2><p>I believe NIO and Li Auto are the two EV start-up companies that are the most attractive for investors. This is because Li Auto is growing the fastest and is posting vehicle margins around the 20% mark, which is more than double what NIO achieved in the first-quarter and almost four times of what XPeng achieved in Q1'24.</p><p>Li Auto is not only growing the fastest, but is also already profitable and has the lowest price-to-revenue ratio... which I believe is completely undeserved. NIO is currently trading at a price-to-revenues ratio -- which I have to use for comparison purposes since only Li Auto is currently already profitable on a net income basis -- of 0.76X, which is way below the longer term (3-year) average P/S ratio of 4.45X.</p><p>In my last work on NIO, I said that the EV maker could have a fair value of $10.80 per-share if shares revalued only to their 1-year P/S ratio... which has since further risen to 1.40X. In my opinion, the reason for this is that investors have soured on the EV sector more broadly due to reports about waning electric vehicle demand, and especially on those EV firms that are not yet profitable.</p><p>However, NIO is seeing strong growth in margins and deliveries, so I believe NIO does have a lot of revaluation potential. If NIO executes well, defends its vehicle margins and continues to grow its deliveries in FY 2024 (first-half FY 2024 actuals + Q2'24 forecast imply an annual 170k+ delivery volume on a full-year basis), I believe NIO could revalue to its 1-year average P/S ratio of 1.4X which implies a fair value in the neighborhood of $9.30 per-share.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5a5cd4afbd52eda707b2616f36e58b63\" tg-width=\"635\" tg-height=\"559\"/></p><p>Data by YCharts</p><p></p><h2 id=\"id_3391514567\">Risks with NIO</h2><p>I see certain risks with NIO continuing to post high net losses, especially now that investors are more focused on profitability than mere growth. There are also risks regarding the launch of a new, lost-cost EV brand, which could add new margin pressures for NIO going forward. This launch also comes at a time at which the electric vehicle start-up is not yet achieving a baseline of profitability. What would change my mind about NIO is if the company were to see a decline in its vehicle margins specifically or suffered slowing delivery growth.</p><h2 id=\"id_1331419800\">Final thoughts</h2><p>NIO did a great job in growing its vehicle margins in the first fiscal quarter, which has been a point of contention for investors for a long time. Compared to rivals in the start-up industry, NIO has now the second-highest vehicle margins after Li Auto. XPeng is still hanging a bit behind, but has also recently seen some upside momentum in vehicle margins. I have mixed feelings about NIO's launch of its low-cost, mass market EV brand ONVO which appears set to increase margin pressures just at a time when they are recovering. The outlook for the second-quarter, in terms of deliveries, confirmed my earlier suspicions that NIO was set for a strong Q2 delivery rebound. What sustains my strong buy rating here is that NIO is trading at a very attractive valuation, from a price-to-revenue point of view, and I believe that investors are too bearish. Overall, I believe the positives outweighed the negatives with regard to NIO's earnings report for Q1'24, and I especially like the change in the vehicle margin trajectory!</p></body></html>","source":"seekingalpha","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>NIO Below $5: Investors Seem Way Too Bearish</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; 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}\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\">\nNIO Below $5: Investors Seem Way Too Bearish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-08 16:48 GMT+8 <a href=https://seekingalpha.com/article/4697980-nio-below-5-investors-seem-way-too-bearish><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO's Q1 earnings showed improved vehicle margins and a strong forecast for Q2 deliveries, leading to a positive outlook for the firm's shares.The launch of NIO's new low-cost EV brand, ONVO, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4697980-nio-below-5-investors-seem-way-too-bearish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","BK4504":"桥水持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LI":"理想汽车","LU0052750758.USD":"富兰克林中国基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4532":"文艺复兴科技持仓","BK4592":"伊斯兰概念","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4531":"中概回港概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4585":"ETF&股票定投概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2063271972.USD":"富兰克林创新领域基金","BK4534":"瑞士信贷持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4211":"区域性银行","BK4509":"腾讯概念","NIO.SI":"蔚来","NIO":"蔚来","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4527":"明星科技股","BK4526":"热门中概股","BK4588":"碎股","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4503":"景林资产持仓","BK4574":"无人驾驶","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4505":"高瓴资本持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4581":"高盛持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4697980-nio-below-5-investors-seem-way-too-bearish","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2441059256","content_text":"NIO's Q1 earnings showed improved vehicle margins and a strong forecast for Q2 deliveries, leading to a positive outlook for the firm's shares.The launch of NIO's new low-cost EV brand, ONVO, represents an opportunity for the company to attack Tesla in China, but also poses risks to the company's margin trend.NIO has the second-highest vehicle margins, after Li Auto.The Company has a low price-to-revenue ratio and upside catalysts (profit improvement, ONVO launch, growing vehicle margins).Robert Way/iStock Editorial via Getty ImagesElectric vehicle start-up NIO (NYSE:NIO) submitted a mixed earnings sheet for the first fiscal quarter on Thursday that thankfully showed a continual trend of vehicle margin improvements. NIO's share price nonetheless dropped 7% after the Q1'24 earnings report, largely due to persistently high losses. NIO also announced the launch of a new, low-cost electric vehicle brand recently in a bid to attack the low-cost EV market segment and challenge Tesla's (TSLA) Model Y. I believe NIO still deserves the benefit of the doubt and since deliveries are roaring back in the second-quarter, the risk profile remains skewed to the upside, especially with the kind of valuation that NIO now offers EV investors.Data by YChartsPrevious ratingMy last rating (March 2024) on shares of NIO was strong buy because I saw a positive risk profile related to the company's valuation. Since then, shares have declined approximately 13%, largely because investors appear too bearish. NIO's deliveries expectedly dipped in the first-quarter due to seasonal effects (and so do the deliveries of other China-focused EV start-ups) which sometimes can take a toll on investor sentiment. However, NIO's electric vehicle margins continued to improve in the first-quarter and the company's deliveries are set for a bounce-back quarter in Q2'24. Additionally, NIO just announced the kick-off of a new EV brand, ONVO, which is meant to create a challenge for Tesla's widely popular Model Y.Improving vehicle margin trend for NIOThe biggest take-away from NIO's first fiscal quarter earnings report card was that the electric vehicle start-up successfully managed to improve its margin picture. NIO's vehicle margins improved to 9.2% in Q1'24, showing 4.1 PP expansion on a year-over-year basis. NIO's vehicle margins dropped Q/Q due to increased promotional events.XPeng (XPEV), as an example, improved its vehicle margins 8.0 PP to 5.5% in Q1'24. So while XPeng's margin improvement was bigger than NIO's in percentage terms, NIO still has higher vehicle margins than XPeng (due to the EV company posting negative margins in the last year). Li Auto (LI) is still stealing the show here and had vehicle margins of 19.8% in Q1'24, although the EV firm reported a 0.5 PP Y/Y decline in margins. Li Auto's vehicle margins were therefore more than double NIO's margins, and it is the main reason why I believe Li Auto remains the most attractive Chinese EV start-up for investors to invest in right now.NIOWith delivery growth broadly slowing last year, investors have become more focused on profitability, and margins tend to be a great way to judge improvements in this regard. From this point of view, NIO did quite well in Q1'24, although the company's large net loss of 5.2B Chinese Yuan ($718.1M) which increased 10% to the year-earlier period. Because investors are more focused on costs now than a year ago and NIO continues to post large net losses, shares of NIO slumped 7% after earnings... which I consider to be a buying opportunity, largely because the delivery picture is improving.NIONIO delivered 30,053 electric vehicles in the first-quarter, but the company is seeing very encouraging momentum so far in Q2'24. First-quarter delivery volumes in China tend to decline drastically due to the inclusion of Chinese New Year holidays. However, second-quarter delivery volumes typically bounce back quick and hard: in the first two months of the second fiscal quarter, as an example, NIO already delivered 36,164 electric vehicles which is already 20% more than in the entire first-quarter. The company's delivery guidance for Q2'24 calls for 54-56k deliveries, implying up to 138% year-over-year growth.Launch of EV spin-off brand ONVONIO announced the launch of a new electric vehicle brand named ONVO last month, which is meant to consolidate the company's attempts to challenge the position of the Tesla Model Y in China. The brand's first model, the ONVO L60, is a mid-size sport utility vehicle that is meant to target families and have mass market appeal. Deliveries for the ONVO L60 are set to start in Q3'24 and any disclosures of reservation numbers for this EV model could be a positive catalyst for NIO's shares.The ONVO L60 is set to debut with a price tag of $30k which would make it about $10k cheaper than the Tesla Model Y. I believe the launch of the spin-off brand is a positive development for NIO although the ONVO brand also poses a significant risk for the EV start-up: with vehicle margins just rebounding, it is a big risk for NIO to launch a low-cost EV brand to consolidate its efforts to target the mass market as it could have negative consequences for the company's vehicle margin trend. Therefore, the vehicle margin trend for NIO will remain the most important KPI going forward, in my opinion.NIO's valuation reflects deep investor pessimismI believe NIO and Li Auto are the two EV start-up companies that are the most attractive for investors. This is because Li Auto is growing the fastest and is posting vehicle margins around the 20% mark, which is more than double what NIO achieved in the first-quarter and almost four times of what XPeng achieved in Q1'24.Li Auto is not only growing the fastest, but is also already profitable and has the lowest price-to-revenue ratio... which I believe is completely undeserved. NIO is currently trading at a price-to-revenues ratio -- which I have to use for comparison purposes since only Li Auto is currently already profitable on a net income basis -- of 0.76X, which is way below the longer term (3-year) average P/S ratio of 4.45X.In my last work on NIO, I said that the EV maker could have a fair value of $10.80 per-share if shares revalued only to their 1-year P/S ratio... which has since further risen to 1.40X. In my opinion, the reason for this is that investors have soured on the EV sector more broadly due to reports about waning electric vehicle demand, and especially on those EV firms that are not yet profitable.However, NIO is seeing strong growth in margins and deliveries, so I believe NIO does have a lot of revaluation potential. If NIO executes well, defends its vehicle margins and continues to grow its deliveries in FY 2024 (first-half FY 2024 actuals + Q2'24 forecast imply an annual 170k+ delivery volume on a full-year basis), I believe NIO could revalue to its 1-year average P/S ratio of 1.4X which implies a fair value in the neighborhood of $9.30 per-share.Data by YChartsRisks with NIOI see certain risks with NIO continuing to post high net losses, especially now that investors are more focused on profitability than mere growth. There are also risks regarding the launch of a new, lost-cost EV brand, which could add new margin pressures for NIO going forward. This launch also comes at a time at which the electric vehicle start-up is not yet achieving a baseline of profitability. What would change my mind about NIO is if the company were to see a decline in its vehicle margins specifically or suffered slowing delivery growth.Final thoughtsNIO did a great job in growing its vehicle margins in the first fiscal quarter, which has been a point of contention for investors for a long time. Compared to rivals in the start-up industry, NIO has now the second-highest vehicle margins after Li Auto. XPeng is still hanging a bit behind, but has also recently seen some upside momentum in vehicle margins. I have mixed feelings about NIO's launch of its low-cost, mass market EV brand ONVO which appears set to increase margin pressures just at a time when they are recovering. The outlook for the second-quarter, in terms of deliveries, confirmed my earlier suspicions that NIO was set for a strong Q2 delivery rebound. What sustains my strong buy rating here is that NIO is trading at a very attractive valuation, from a price-to-revenue point of view, and I believe that investors are too bearish. Overall, I believe the positives outweighed the negatives with regard to NIO's earnings report for Q1'24, and I especially like the change in the vehicle margin trajectory!","news_type":1},"isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311511041708096,"gmtCreate":1717078702866,"gmtModify":1717080642545,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>选择相信也是因为赌,选择不信,那是因为受伤了。不评论人,只看公司的ceo变动,以及当时极度看好的陈雪峰,现在的ff更像是一个赌博的工具。车生产不了,因为供应链中国最完全,塔尖,极奢,太过浮夸了。不否认贾的远见,乐视,版权,生态等。但ff到现在,生产地方选错了,硬伤。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>选择相信也是因为赌,选择不信,那是因为受伤了。不评论人,只看公司的ceo变动,以及当时极度看好的陈雪峰,现在的ff更像是一个赌博的工具。车生产不了,因为供应链中国最完全,塔尖,极奢,太过浮夸了。不否认贾的远见,乐视,版权,生态等。但ff到现在,生产地方选错了,硬伤。","text":"$Faraday Future(FFIE)$ 选择相信也是因为赌,选择不信,那是因为受伤了。不评论人,只看公司的ceo变动,以及当时极度看好的陈雪峰,现在的ff更像是一个赌博的工具。车生产不了,因为供应链中国最完全,塔尖,极奢,太过浮夸了。不否认贾的远见,乐视,版权,生态等。但ff到现在,生产地方选错了,硬伤。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311511041708096","isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303338786295968,"gmtCreate":1715077574911,"gmtModify":1715079718807,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"交付时间太晚,要像小米学习,发布马上交付","listText":"交付时间太晚,要像小米学习,发布马上交付","text":"交付时间太晚,要像小米学习,发布马上交付","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/303338786295968","isVote":1,"tweetType":1,"viewCount":1882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292978792001856,"gmtCreate":1712551415419,"gmtModify":1712551416996,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292978792001856","repostId":"2425965623","repostType":2,"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622079266,"gmtCreate":1675073523256,"gmtModify":1675073524834,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>现在啥都有,就差量产了,这个就有意思了。中东的富豪有没有相中的?","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>现在啥都有,就差量产了,这个就有意思了。中东的富豪有没有相中的?","text":"$Faraday Future(FFIE)$ 现在啥都有,就差量产了,这个就有意思了。中东的富豪有没有相中的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/622079266","isVote":1,"tweetType":1,"viewCount":6955,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547702849765002","authorId":"3547702849765002","name":"君乐宝","avatar":"https://static.tigerbbs.com/ff8d93915eb0007846a2c2b423d3e07b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3547702849765002","authorIdStr":"3547702849765002"},"content":"能不能量产取决于老贾自己,控制权已经没有问题了,剩下的就是利益最大化,(最低价增发)","text":"能不能量产取决于老贾自己,控制权已经没有问题了,剩下的就是利益最大化,(最低价增发)","html":"能不能量产取决于老贾自己,控制权已经没有问题了,剩下的就是利益最大化,(最低价增发)"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683544738,"gmtCreate":1656429203527,"gmtModify":1704864787116,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"牛逼牛逼,这个做空机构估计亏钱亏傻了吧","listText":"牛逼牛逼,这个做空机构估计亏钱亏傻了吧","text":"牛逼牛逼,这个做空机构估计亏钱亏傻了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683544738","repostId":"1146846681","repostType":2,"repost":{"id":"1146846681","kind":"news","pubTimestamp":1656427493,"share":"https://www.laohu8.com/m/news/1146846681?lang=&edition=full","pubTime":"2022-06-28 22:44","market":"us","language":"zh","title":"蔚来盘中“跳水”,有做空机构指其夸大部分财务数据","url":"https://stock-news.laohu8.com/highlight/detail?id=1146846681","media":"新浪科技","summary":"做空机构Grizzly Research发表报告称蔚来通过夸大收入和提高净利润率来达到目标。","content":"<html><head></head><body><p>周二,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>股价盘中快速走低,截至发稿跌近3%。据媒体报道,做空机构Grizzly Research发表报告称蔚来通过夸大收入和提高净利润率来达到目标。</p><p><img src=\"https://static.tigerbbs.com/949cf939c62db5577eeaba73af2d18ac\" tg-width=\"550\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/813bdfadf80dd39c482336b7815bb6df\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"sina_tech","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\" 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href=\"https://finance.sina.com.cn/tech/2022-06-28/doc-imizmscu9203282.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/eebab619623966f6e7115434f653b888","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://finance.sina.com.cn/tech/2022-06-28/doc-imizmscu9203282.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146846681","content_text":"周二,蔚来股价盘中快速走低,截至发稿跌近3%。据媒体报道,做空机构Grizzly Research发表报告称蔚来通过夸大收入和提高净利润率来达到目标。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680367212,"gmtCreate":1654783248937,"gmtModify":1704860443474,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06669\">$先瑞达医疗-B(06669)$</a>耐心等待,持股。","listText":"<a href=\"https://laohu8.com/S/06669\">$先瑞达医疗-B(06669)$</a>耐心等待,持股。","text":"$先瑞达医疗-B(06669)$耐心等待,持股。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680367212","isVote":1,"tweetType":1,"viewCount":1544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680367669,"gmtCreate":1654783205053,"gmtModify":1704860443302,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"的确蛮不错","listText":"的确蛮不错","text":"的确蛮不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680367669","repostId":"2223480654","repostType":2,"repost":{"id":"2223480654","kind":"news","pubTimestamp":1648627579,"share":"https://www.laohu8.com/m/news/2223480654?lang=&edition=full","pubTime":"2022-03-30 16:06","market":"hk","language":"zh","title":"商业化加速收入增至3.04亿元,先瑞达医疗-B(06669)将迎长期价值释放","url":"https://stock-news.laohu8.com/highlight/detail?id=2223480654","media":"智通财经","summary":"根据财报披露,截至2021年12月31日,先瑞达医疗的膝下DCB产品在27个省、市、自治区完成挂网,合计完成288家医院入院;同期,公司的膝上DCB产品实现1283家医院入院。海外市场方面,先瑞达医疗亦取得了不俗成绩。BTK DCB的IDE申请也已向美国FDA递交。特别是中国,2019年,各种血管疾病患病数便高达4.706亿人,手术量高达133.88万。","content":"<html><body><p>当医药器械市场一时间被“带量采购”、“国产替代化”等政策同时左右情绪时,投资者似乎很难去平衡投资者标的的优劣程度。</p><p>但俗话说,“牛市赚钱,熊市赚股”,那结合当前的走势,赚股绝对是投资者的立命安身之本。可器械板块该如何“赚股”?智通财经APP认为,这需要从其产品、业绩端着手。因为在高精尖器械成为各大企业追逐的方向之后,谁能拿到潜力、重磅产品,谁便能占领市场,兑现业绩,成为优质标的。自然,也就能赚到股。</p><p>基于这一买卖逻辑,手握3款“国内第一”产品(膝上DCB、膝下DCB、外周抽吸系统全系产品),布局涵盖血管外科、心脏科、肾脏科、神经科及男科五大领域,搭建36条产品管线的<a href=\"https://laohu8.com/S/06669\">先瑞达医疗-B</a>(06669)显然是一只不可忽视的票。</p><p>毕竟,从财报来看,公司的业绩可圈可点:2021年,先瑞达医疗实现营收3.04亿元(人民币,单位下同),同比增长56.6%;毛利润2.66亿元,同比增长62.4%;调整后的净利润为0.42亿元,同比大增141.8%。其中,备受瞩目的DCB产品全年营收上涨了约57%,为该公司产生了2.99亿元的收入。</p><p><img src=\"https://img.zhitongcaijing.com/image/20220330/1648627760495861.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1648627760495861.png\"/></p><p><strong>上市产品持续创收</strong></p><p>通览先瑞达医疗的财报,2021年公司在业绩端和业务端均有不少亮点。</p><p>首先就业绩表现来看,如开篇所述,报告年度内公司的核心财务数据均呈向好态势。</p><p>对于长期跟踪先瑞达医疗的投资者而言,或许并不会对公司取得的这一成绩感到意外。作为中国外周血管疾病介入医疗器械领域的龙头,先瑞达医疗的两款核心产品膝上DCB产品和膝下DCB产品在各自细分领域均处于领跑地位。</p><p>具体来看,公司于2016年5月开发并推出的国内首款外周DCB产品AcoArt Orchid®& Dhalia™,比第二款同类产品领先约四年的时间;而若以2020年产生的收益计算,该款产品以约86.9%的市场份额在中国外周DCB市场中占据主导地位。</p><p>先瑞达医疗的第二款核心产品膝下BCB产品AcoArt Tulip™& Litos™于2020年12月获批上市,成为国内首款,也是国际上第一款被临床验证的BTK DCB产品,且预期可在至少五年内保持在中国膝下DCB市场的领先地位。</p><p>2021年,先瑞达医疗的上述两款核心产品市场表现依旧强势,期内分别实现收入2.75亿元、2409.4万元。</p><p><img src=\"https://img.zhitongcaijing.com/image/20220330/1648627806608511.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1648627806608511.png\"/></p><p>盈利表现方面,先瑞达医疗的毛利率一贯出色,2021年该指标继续保持在较高水准,达到87.5%。作为对比,同期行业可比公司<a href=\"https://laohu8.com/S/688016\">心脉医疗</a>(688016.SH)和<a href=\"https://laohu8.com/S/02190\">归创通桥-B</a>(02190)的毛利率为78.05%和74.13%。</p><p>智通财经APP认为,先瑞达医疗之所以能取得优于市场的财务表现,背后的重要原因正是在于公司核心产品临床试验结果优于竞品,叠加显著的先发优势,公司建立起了深厚的基本面护城河。</p><p>而展望后市,先瑞达医疗又能否将现有的优势保持下去,甚至在未来进一步将优势差距扩大呢? </p><p><strong>加码研发拉升价值曲线</strong></p><p>回顾中国介入器械领域的发展历史,众所周知这曾是外资巨头的天下。而如今,以先瑞达医疗为典型代表的中国创新力量喷薄而出。</p><p>让行业由量变产生质变的关键因子无它,唯创新尔。</p><p>作为全身血管介入医疗器械的执牛耳者,先瑞达医疗一贯对于研发高度重视,且近年来仍一直在加码研发端的投入。2019年-2021年,公司的研发费用分别为2547.9万元、8348.7万元、1.41亿元,同期研发费用率分别为20.4%、43.04%、46.5%,两组数据均呈稳步递增态势。</p><p><img src=\"https://img.zhitongcaijing.com/image/20220330/1648627838509994.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1648627838509994.png\"/></p><p>得益于公司对于研发的重视,2021年先瑞达医疗在研发管线方面亦取得诸多进展。年内,先瑞达医疗新增2款产品获批上市,7款产品正处于临床实验中,有2款产品向FDA提交注册申请,全年新增注册了10项核心专利,3款产品实现国产第一。</p><p>其中,尤为值得留意的是,2021年8月,先瑞达医疗的外周真空抽吸泵获批上市;11月,公司的外周抽吸导管AcoStream获批上市。至此,先瑞达医疗的外周血栓抽吸系统所有产品均已获批,这亦意味着公司从动脉领域向静脉领域跨出了关键一步。</p><p><img src=\"https://img.zhitongcaijing.com/image/20220330/1648627864512452.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1648627864512452.png\"/></p><p>另外,值得一提的是,截至2021年年底,先瑞达医疗开发出了包括外周振波球囊(血管外科)、冠脉振波球囊(心脏科)、外周弹簧圈(血管外科)、等在内的6款全新产品,且产品开发进度极快。比如,振波球囊从立项到定型仅用了7个月时间。</p><p>综合上述信息,不难看出先瑞达医疗其实并非部分投资者固有认知里的专攻DCB产品,而是从研发上便采取了“多条腿走路”的策略,除了DCB产品外还在积极探索其他的领域。</p><p>看到这里,或许有投资者会有疑问,在进入壁垒较高的血管介入手术医疗器械领域,为何先瑞达医疗能够将研发的“战线”延伸到多个领域?</p><p>智通财经APP认为,这就要归功于先瑞达医疗强大的底层能力了。一方面,先瑞达医疗的研发团队配置堪称<a href=\"https://laohu8.com/S/DLX\">豪华</a>。原有技术团队覆盖了材料学、机械设计制造、化学和生物医学工程,根据当下及未来发展需要,先瑞达补充了电子科学技术、自动化及计算机编程方向的技术人员,进一步完善了人才储备量。有源方向人才的储备,也将加速先瑞达有源项目的快速落地,也为将来更多管线的研发提供了人才后盾。</p><p>而除了在北京及深圳设有研发中心外,先瑞达医疗还于2021年11月在美国加州设立了Acotec Technologies Limited,由Scott Wilson担任总经理,主要聚焦前瞻性和创新性产品的研发。值得一提的是,在加入先瑞达之前,Scott拥有超过25年的医疗设备工程经验,曾担任Silk Road medical的研发副总裁,Concentric的首席董事和工程师,先后在Stryker及Guidant担任研发负责人,专注于血管领域疾病的治疗,曾开发了包括Trevo Stentreiver、Flow Gate 及 Distal Access Catheters(DAC)在内的多条产品线。</p><p>另一方面,先瑞达医疗依托药物涂层技术、抽吸平台技术、高分子材料技术和射频消融技术这四大核心技术,打造了独特的技术平台。得益于该四类技术彼此间能产生巨大的协同效应,先瑞达医疗才有余力涉足包括心脏科、肾脏科、神经科乃至男科等在内的多个领域。</p><p><strong>商业化提速业绩增势料延续</strong></p><p>研发端既已积累了优势,那么在商业化层面自然也要努力将优势保持下去。</p><p>根据财报披露,截至2021年12月31日,先瑞达医疗的膝下DCB产品在27个省、市、自治区完成挂网,合计完成288家医院入院;同期,公司的膝上DCB产品实现1283 家医院入院。此外,公司于2021年11月上市的外周抽吸导管,亦于2021年内完成了国家采购平台挂网。</p><p>海外市场方面,先瑞达医疗亦取得了不俗成绩。截至2021年末,公司的产品已在全球12个国家实现商业化落地。BTK DCB的IDE申请也已向美国FDA递交。</p><p>智通财经APP认为,在医疗器械领域,商业化的速度也是核心竞争力之一。当医生在熟悉、认可产品后,后来者若无技术或价格上的绝对优势,将很难撼动“前浪”的地位。</p><p>回看先瑞达医疗主要产品的市场潜力,一如文章开头所述充满了想象力。近年来,主动脉、静脉外周血管疾病的患病率逐年上升,推动了微创介入手术在全球范围内的应用。特别是中国,2019年,各种血管疾病患病数便高达4.706亿人,手术量高达133.88万。另据弗若斯特沙利文报告显示,随着各类血管疾病患病率的上升,手术量预计将以15.07%的复合年增长率走高,而这意味着相关介入医疗器械的需求量将持续走俏。</p><p>参考DCB产品在美国上市后使用量的迅速增长,上市三年后超越支架成为一线疗法,而中国DCB手术在介入手术中的渗透率有望得到快速提升。同时,随着未来我国PCI手术例数的增长,以及临床验证的适应症的拓宽和介入无植入理念的深入,预计DCB市场空间将更为广阔。</p><p>综上,可以想见的是,在国内市场拥有显著先发优势的先瑞达医疗,依托强大的研发能力,有望进一步拉开与竞争者的差距;与此同时,伴随商业化产品矩阵日渐丰富,在核心产品获得海外市场认可后,公司全球范围内的商业化通路料将愈发顺畅。</p><p>回看财报,此次年报再度确认了先瑞达医疗出色的成长性。鉴于公司在研管线数量众多,且接下来陆续将有更多重磅产品和技术商业化,中长期看先瑞达医疗延续业绩增势的确定性极高。</p><p>诚然,以公司上市以来的股价表现来看,颇有些差强人意,但先瑞达医疗股价承压很大一部分原因在于港股大盘的走熊。正所谓“熊市赚股”,投资者大可以在此时保持“贪婪”。综合考虑到公司基本面无虞,未来成长确定性极高,先瑞达医疗可视为投资者重点关注的医疗器械标的。</p></body></html>","source":"stock_zhitongcaijing","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\" 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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商业化加速收入增至3.04亿元,先瑞达医疗-B(06669)将迎长期价值释放\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-30 16:06 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/692124.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当医药器械市场一时间被“带量采购”、“国产替代化”等政策同时左右情绪时,投资者似乎很难去平衡投资者标的的优劣程度。但俗话说,“牛市赚钱,熊市赚股”,那结合当前的走势,赚股绝对是投资者的立命安身之本。可器械板块该如何“赚股”?智通财经APP认为,这需要从其产品、业绩端着手。因为在高精尖器械成为各大企业追逐的方向之后,谁能拿到潜力、重磅产品,谁便能占领市场,兑现业绩,成为优质标的。自然,也就能赚到股。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/692124.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1587":"次新股","BK1574":"生物医药B类股","06669":"先瑞达医疗-B","BK1100":"医疗保健设备"},"source_url":"http://www.zhitongcaijing.com/content/detail/692124.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223480654","content_text":"当医药器械市场一时间被“带量采购”、“国产替代化”等政策同时左右情绪时,投资者似乎很难去平衡投资者标的的优劣程度。但俗话说,“牛市赚钱,熊市赚股”,那结合当前的走势,赚股绝对是投资者的立命安身之本。可器械板块该如何“赚股”?智通财经APP认为,这需要从其产品、业绩端着手。因为在高精尖器械成为各大企业追逐的方向之后,谁能拿到潜力、重磅产品,谁便能占领市场,兑现业绩,成为优质标的。自然,也就能赚到股。基于这一买卖逻辑,手握3款“国内第一”产品(膝上DCB、膝下DCB、外周抽吸系统全系产品),布局涵盖血管外科、心脏科、肾脏科、神经科及男科五大领域,搭建36条产品管线的先瑞达医疗-B(06669)显然是一只不可忽视的票。毕竟,从财报来看,公司的业绩可圈可点:2021年,先瑞达医疗实现营收3.04亿元(人民币,单位下同),同比增长56.6%;毛利润2.66亿元,同比增长62.4%;调整后的净利润为0.42亿元,同比大增141.8%。其中,备受瞩目的DCB产品全年营收上涨了约57%,为该公司产生了2.99亿元的收入。上市产品持续创收通览先瑞达医疗的财报,2021年公司在业绩端和业务端均有不少亮点。首先就业绩表现来看,如开篇所述,报告年度内公司的核心财务数据均呈向好态势。对于长期跟踪先瑞达医疗的投资者而言,或许并不会对公司取得的这一成绩感到意外。作为中国外周血管疾病介入医疗器械领域的龙头,先瑞达医疗的两款核心产品膝上DCB产品和膝下DCB产品在各自细分领域均处于领跑地位。具体来看,公司于2016年5月开发并推出的国内首款外周DCB产品AcoArt Orchid®& Dhalia™,比第二款同类产品领先约四年的时间;而若以2020年产生的收益计算,该款产品以约86.9%的市场份额在中国外周DCB市场中占据主导地位。先瑞达医疗的第二款核心产品膝下BCB产品AcoArt Tulip™& Litos™于2020年12月获批上市,成为国内首款,也是国际上第一款被临床验证的BTK DCB产品,且预期可在至少五年内保持在中国膝下DCB市场的领先地位。2021年,先瑞达医疗的上述两款核心产品市场表现依旧强势,期内分别实现收入2.75亿元、2409.4万元。盈利表现方面,先瑞达医疗的毛利率一贯出色,2021年该指标继续保持在较高水准,达到87.5%。作为对比,同期行业可比公司心脉医疗(688016.SH)和归创通桥-B(02190)的毛利率为78.05%和74.13%。智通财经APP认为,先瑞达医疗之所以能取得优于市场的财务表现,背后的重要原因正是在于公司核心产品临床试验结果优于竞品,叠加显著的先发优势,公司建立起了深厚的基本面护城河。而展望后市,先瑞达医疗又能否将现有的优势保持下去,甚至在未来进一步将优势差距扩大呢? 加码研发拉升价值曲线回顾中国介入器械领域的发展历史,众所周知这曾是外资巨头的天下。而如今,以先瑞达医疗为典型代表的中国创新力量喷薄而出。让行业由量变产生质变的关键因子无它,唯创新尔。作为全身血管介入医疗器械的执牛耳者,先瑞达医疗一贯对于研发高度重视,且近年来仍一直在加码研发端的投入。2019年-2021年,公司的研发费用分别为2547.9万元、8348.7万元、1.41亿元,同期研发费用率分别为20.4%、43.04%、46.5%,两组数据均呈稳步递增态势。得益于公司对于研发的重视,2021年先瑞达医疗在研发管线方面亦取得诸多进展。年内,先瑞达医疗新增2款产品获批上市,7款产品正处于临床实验中,有2款产品向FDA提交注册申请,全年新增注册了10项核心专利,3款产品实现国产第一。其中,尤为值得留意的是,2021年8月,先瑞达医疗的外周真空抽吸泵获批上市;11月,公司的外周抽吸导管AcoStream获批上市。至此,先瑞达医疗的外周血栓抽吸系统所有产品均已获批,这亦意味着公司从动脉领域向静脉领域跨出了关键一步。另外,值得一提的是,截至2021年年底,先瑞达医疗开发出了包括外周振波球囊(血管外科)、冠脉振波球囊(心脏科)、外周弹簧圈(血管外科)、等在内的6款全新产品,且产品开发进度极快。比如,振波球囊从立项到定型仅用了7个月时间。综合上述信息,不难看出先瑞达医疗其实并非部分投资者固有认知里的专攻DCB产品,而是从研发上便采取了“多条腿走路”的策略,除了DCB产品外还在积极探索其他的领域。看到这里,或许有投资者会有疑问,在进入壁垒较高的血管介入手术医疗器械领域,为何先瑞达医疗能够将研发的“战线”延伸到多个领域?智通财经APP认为,这就要归功于先瑞达医疗强大的底层能力了。一方面,先瑞达医疗的研发团队配置堪称豪华。原有技术团队覆盖了材料学、机械设计制造、化学和生物医学工程,根据当下及未来发展需要,先瑞达补充了电子科学技术、自动化及计算机编程方向的技术人员,进一步完善了人才储备量。有源方向人才的储备,也将加速先瑞达有源项目的快速落地,也为将来更多管线的研发提供了人才后盾。而除了在北京及深圳设有研发中心外,先瑞达医疗还于2021年11月在美国加州设立了Acotec Technologies Limited,由Scott Wilson担任总经理,主要聚焦前瞻性和创新性产品的研发。值得一提的是,在加入先瑞达之前,Scott拥有超过25年的医疗设备工程经验,曾担任Silk Road medical的研发副总裁,Concentric的首席董事和工程师,先后在Stryker及Guidant担任研发负责人,专注于血管领域疾病的治疗,曾开发了包括Trevo Stentreiver、Flow Gate 及 Distal Access Catheters(DAC)在内的多条产品线。另一方面,先瑞达医疗依托药物涂层技术、抽吸平台技术、高分子材料技术和射频消融技术这四大核心技术,打造了独特的技术平台。得益于该四类技术彼此间能产生巨大的协同效应,先瑞达医疗才有余力涉足包括心脏科、肾脏科、神经科乃至男科等在内的多个领域。商业化提速业绩增势料延续研发端既已积累了优势,那么在商业化层面自然也要努力将优势保持下去。根据财报披露,截至2021年12月31日,先瑞达医疗的膝下DCB产品在27个省、市、自治区完成挂网,合计完成288家医院入院;同期,公司的膝上DCB产品实现1283 家医院入院。此外,公司于2021年11月上市的外周抽吸导管,亦于2021年内完成了国家采购平台挂网。海外市场方面,先瑞达医疗亦取得了不俗成绩。截至2021年末,公司的产品已在全球12个国家实现商业化落地。BTK 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Inc(VLDR)$,vldr是和$英伟达(NVDA)$有合作,而且最近昨天推特上有说两家合作深入推进。2021年,激光雷达,视觉盛宴,一个是老牌量产龙头vldr,一个是新星天才少年lazr,看谁能跑到最后。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":8,"repostSize":3,"link":"https://laohu8.com/post/395442748","isVote":1,"tweetType":1,"viewCount":9061,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552406180456974","authorId":"3552406180456974","name":"小老弟liboshen","avatar":"https://static.tigerbbs.com/40b326eacd3cdbb6d0365b37de5d9e24","crmLevel":1,"crmLevelSwitch":0,"idStr":"3552406180456974","authorIdStr":"3552406180456974"},"content":"lazr被高估了,起码跌到15-20块","text":"lazr被高估了,起码跌到15-20块","html":"lazr被高估了,起码跌到15-20块"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607341843,"gmtCreate":1639493305208,"gmtModify":1639580007578,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来的定位,我觉得没有问题,在经历了2019年后,换电站超充站迅速崛起,但骨价相比2019年也是够惨,目前正经历不亚于2019年的惨状。各因素都有,你投的是企业,我是蔚来的股东,我还是看好蔚来的发展,现在依旧处于铺设道路的阶段,想要盈利很简单但蔚来现在还是要忍,多一些时间。再决战!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来的定位,我觉得没有问题,在经历了2019年后,换电站超充站迅速崛起,但骨价相比2019年也是够惨,目前正经历不亚于2019年的惨状。各因素都有,你投的是企业,我是蔚来的股东,我还是看好蔚来的发展,现在依旧处于铺设道路的阶段,想要盈利很简单但蔚来现在还是要忍,多一些时间。再决战!","text":"$蔚来(NIO)$蔚来的定位,我觉得没有问题,在经历了2019年后,换电站超充站迅速崛起,但骨价相比2019年也是够惨,目前正经历不亚于2019年的惨状。各因素都有,你投的是企业,我是蔚来的股东,我还是看好蔚来的发展,现在依旧处于铺设道路的阶段,想要盈利很简单但蔚来现在还是要忍,多一些时间。再决战!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/607341843","isVote":1,"tweetType":1,"viewCount":9569,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3471405853090759","authorId":"3471405853090759","name":"和小康","avatar":"https://static.tigerbbs.com/384782e8989fba480367af2d2171a783","crmLevel":5,"crmLevelSwitch":1,"idStr":"3471405853090759","authorIdStr":"3471405853090759"},"content":"蔚来的盈利换电能贡献多少?","text":"蔚来的盈利换电能贡献多少?","html":"蔚来的盈利换电能贡献多少?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392057267,"gmtCreate":1607344528959,"gmtModify":1703847235815,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"<a 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","text":"$蔚来(NIO)$根据网络上的一些传闻,8月20日北京发布baas,下周四,让我们师母已呆[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/947607078","isVote":1,"tweetType":1,"viewCount":2927,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502333167777724","authorId":"3502333167777724","name":"瞎诹一通善恪尕徳","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3502333167777724","authorIdStr":"3502333167777724"},"content":"为啥还要成立公司,直接让宁德等电池公司搞这件事呗,蔚来发授权","text":"为啥还要成立公司,直接让宁德等电池公司搞这件事呗,蔚来发授权","html":"为啥还要成立公司,直接让宁德等电池公司搞这件事呗,蔚来发授权"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942375866,"gmtCreate":1596099056455,"gmtModify":1704210966451,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>第三季度财报公布,稳两个字稳健。接着昨晚说的,预计蔚来2021年将在轿车平台推出走量的竞争性产品,那时候选择蔚来产品的路更多,千亿市值踩在脚下。如今nio已成热门股,大家都开始慢慢认可特斯拉第二了,而且还是高端的电动车,与小鹏,理想的同涨同跌,或是现在,或是不久,就会各走各的。投行们看着三季度报告,接下去会有什么行动?师母已呆。","text":"$蔚来(NIO)$第三季度财报公布,稳两个字稳健。接着昨晚说的,预计蔚来2021年将在轿车平台推出走量的竞争性产品,那时候选择蔚来产品的路更多,千亿市值踩在脚下。如今nio已成热门股,大家都开始慢慢认可特斯拉第二了,而且还是高端的电动车,与小鹏,理想的同涨同跌,或是现在,或是不久,就会各走各的。投行们看着三季度报告,接下去会有什么行动?师母已呆。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/307725727","isVote":1,"tweetType":1,"viewCount":3891,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"content":"果不其然,又猜对一个,2021和2022每年发布一辆轿车,应该是慢慢渗透到中端市场。接下去还有芯片。","text":"果不其然,又猜对一个,2021和2022每年发布一辆轿车,应该是慢慢渗透到中端市场。接下去还有芯片。","html":"果不其然,又猜对一个,2021和2022每年发布一辆轿车,应该是慢慢渗透到中端市场。接下去还有芯片。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305869480,"gmtCreate":1604935616840,"gmtModify":1703835350031,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来中国总部启用,最有亮点的就是与江淮展开先进制造基地扩建工作,希望在三季度财报上,能透露更多细节。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来中国总部启用,最有亮点的就是与江淮展开先进制造基地扩建工作,希望在三季度财报上,能透露更多细节。","text":"$蔚来(NIO)$蔚来中国总部启用,最有亮点的就是与江淮展开先进制造基地扩建工作,希望在三季度财报上,能透露更多细节。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/300231559","isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496664393387249","authorId":"3496664393387249","name":"劉建明","avatar":"https://static.tigerbbs.com/2620bfe36c66c0ddc325ceb37883470f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3496664393387249","authorIdStr":"3496664393387249"},"content":"确实 抓到重点了","text":"确实 抓到重点了","html":"确实 抓到重点了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393218694,"gmtCreate":1606312064318,"gmtModify":1703842496459,"author":{"id":"3532666003429721","authorId":"3532666003429721","name":"泥泞之后花开满地","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532666003429721","authorIdStr":"3532666003429721"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>也是巧合,特斯拉今天出了一个召回的新闻,本来蔚来可以借机错位一把,谁料想,国际投行过几日上调评级至75美金,总有这一天。nio day 站稳55遥望70,目标150。🐭碎觉碎觉","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>也是巧合,特斯拉今天出了一个召回的新闻,本来蔚来可以借机错位一把,谁料想,国际投行过几日上调评级至75美金,总有这一天。nio day 站稳55遥望70,目标150。🐭碎觉碎觉","text":"$蔚来(NIO)$也是巧合,特斯拉今天出了一个召回的新闻,本来蔚来可以借机错位一把,谁料想,国际投行过几日上调评级至75美金,总有这一天。nio day 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