+关注
一点小孤单
暂无个人介绍
IP属地:未知
18
关注
1
粉丝
1
主题
0
勋章
主贴
热门
一点小孤单
2021-05-08
[财迷]
一点小孤单
2021-05-04
[财迷]
一点小孤单
2021-05-04
这篇文章不错,转发给大家看
抱歉,原内容已删除
一点小孤单
2021-04-26
$小米集团-W(01810)$
[呆住]
一点小孤单
2021-04-23
$小米集团-W(01810)$
[呆住]
一点小孤单
2021-04-22
[财迷]
$知乎(ZH)$
一点小孤单
2021-04-22
[得意]
一点小孤单
2021-04-19
$知乎(ZH)$
[财迷]
一点小孤单
2021-04-17
$知乎(ZH)$
[呆住]
一点小孤单
2021-04-16
$知乎(ZH)$
[得意]
一点小孤单
2021-04-16
[财迷] [财迷]
一点小孤单
2021-04-15
这篇文章不错,转发给大家看
@市值观察:看懂复星医药,太难了?
一点小孤单
2021-04-15
$知乎(ZH)$
[龇牙]
一点小孤单
2021-04-12
$知乎(ZH)$
[财迷]
一点小孤单
2021-04-11
这篇文章不错,转发给大家看
抱歉,原内容已删除
一点小孤单
2021-04-10
[财迷]
@4207f134:史上最大单日亏损?中概股暴跌的传闻与事实
一点小孤单
2021-04-08
$知乎(ZH)$
[得意]
一点小孤单
2021-04-08
[呆住]
一点小孤单
2021-04-07
[开心]
一点小孤单
2021-04-06
$小米集团-W(01810)$
[得意]
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3575524924656544","uuid":"3575524924656544","gmtCreate":1612431617898,"gmtModify":1614403461097,"name":"一点小孤单","pinyin":"ydxgdyidianxiaogudan","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":18,"tweetSize":53,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.16","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":107145781,"gmtCreate":1620457810443,"gmtModify":1620457810443,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[{"img":"https://static.tigerbbs.com/135661af2a3a985d8f68091319b8c781","width":"1080","height":"2964"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107145781","isVote":1,"tweetType":1,"viewCount":4397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":106663551,"gmtCreate":1620112596373,"gmtModify":1620112596373,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[{"img":"https://static.tigerbbs.com/86e7cb1543f2deb26f0cd6c2956890d3","width":"1080","height":"3192"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106663551","isVote":1,"tweetType":1,"viewCount":3014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":106663888,"gmtCreate":1620112566244,"gmtModify":1620112566244,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106663888","repostId":"108101473","repostType":1,"isVote":1,"tweetType":1,"viewCount":4539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374127842,"gmtCreate":1619430479486,"gmtModify":1619430479486,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>[呆住] ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>[呆住] ","text":"$小米集团-W(01810)$[呆住]","images":[{"img":"https://static.tigerbbs.com/dc6674fb4fd0608df1a61fec3cda7f8d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/374127842","isVote":1,"tweetType":1,"viewCount":5522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":372112030,"gmtCreate":1619185655120,"gmtModify":1619185655120,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>[呆住] ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>[呆住] ","text":"$小米集团-W(01810)$[呆住]","images":[{"img":"https://static.tigerbbs.com/517eadd7e82ddd2fb36b684b990a4e1a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372112030","isVote":1,"tweetType":1,"viewCount":3551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":376173784,"gmtCreate":1619100244548,"gmtModify":1619100244548,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"[财迷] <a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>","listText":"[财迷] <a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>","text":"[财迷] $知乎(ZH)$","images":[{"img":"https://static.tigerbbs.com/fd82ef2715f70330aad3c54ec6f8996b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/376173784","isVote":1,"tweetType":1,"viewCount":5063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":376146883,"gmtCreate":1619099853542,"gmtModify":1619099853542,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"[得意] ","listText":"[得意] ","text":"[得意]","images":[{"img":"https://static.tigerbbs.com/750a59260994e6a1a80cbd50542ead30","width":"1080","height":"2989"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376146883","isVote":1,"tweetType":1,"viewCount":4002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":379795098,"gmtCreate":1618793553114,"gmtModify":1618793553114,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[财迷] ","listText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[财迷] ","text":"$知乎(ZH)$[财迷]","images":[{"img":"https://static.tigerbbs.com/f244bc8b619b5d0f5c7374b55b0d0a45","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/379795098","isVote":1,"tweetType":1,"viewCount":7240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":370404476,"gmtCreate":1618617549095,"gmtModify":1618617549095,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[呆住] ","listText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[呆住] ","text":"$知乎(ZH)$[呆住]","images":[{"img":"https://static.tigerbbs.com/f244bc8b619b5d0f5c7374b55b0d0a45","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370404476","isVote":1,"tweetType":1,"viewCount":3435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":370681789,"gmtCreate":1618580955241,"gmtModify":1618580955241,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[得意] ","listText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[得意] ","text":"$知乎(ZH)$[得意]","images":[{"img":"https://static.tigerbbs.com/8d64fdcaa772fce8f5fb438a31522214","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/370681789","isVote":1,"tweetType":1,"viewCount":7057,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578029324538199","authorId":"3578029324538199","name":"汤子杭","avatar":"https://static.tigerbbs.com/df72a8c1582c51b1aaaf5da729b548a7","crmLevel":2,"crmLevelSwitch":0,"idStr":"3578029324538199","authorIdStr":"3578029324538199"},"content":"这是中了多少股啊,哈哈哈","text":"这是中了多少股啊,哈哈哈","html":"这是中了多少股啊,哈哈哈"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":370689147,"gmtCreate":1618580854289,"gmtModify":1618580854289,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"[财迷] [财迷] ","listText":"[财迷] [财迷] ","text":"[财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/9bb50b506158f9be387f02a7d31396c2","width":"1080","height":"2989"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370689147","isVote":1,"tweetType":1,"viewCount":1692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":347106761,"gmtCreate":1618471745453,"gmtModify":1618471745453,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/347106761","repostId":"344923072","repostType":1,"repost":{"id":344923072,"gmtCreate":1618368722196,"gmtModify":1618438840375,"author":{"id":"3570081676918603","authorId":"3570081676918603","name":"市值观察","avatar":"https://static.tigerbbs.com/2ece02f8b6e557cbb0666cdb9048ec85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570081676918603","authorIdStr":"3570081676918603"},"themes":[],"title":"看懂复星医药,太难了?","htmlText":"作者:大师兄 编辑:小市妹复星医药跟德国BioNTech达成新冠疫苗研发合作后,股价半年内涨了3倍,市值最高超过2000亿。但此后至今,股价近乎腰斩。经历了暴涨暴跌的复星医药,2020年业绩到底有什么重大变化?【“白捡”5亿】年报显示,复星医药2020年营业收入303.07亿元,同比增长6.02%;归母净利润36.63亿元,同比增长10.27%;经营性净现金流25.80亿元,扣除2020年末向BioNTech支付1.25亿欧元新冠疫苗首付款的影响后,同口径增长11.19%。受疫情等因素影响,公司营收占比最高的制药业务增长缓慢,成为拖累业绩的重要原因。这是近5年来复星医药的营收增速首次跌破双位数,似乎不容乐观。事实上,制药行业在去年的特殊环境下效益普遍较差,据全球著名医药咨询公司IQVIA发布的医院终端市场数据,行业平均增长率是-11.2%。相比而言,复星能够保持正增长,已经算难能可贵。我们也可以看到,随着疫情逐步缓和,复星整体业绩在逐步好转。第四季度公司营收82.04亿元,同比增长了11.50%,扣非归母净利润6.58亿元,同比增长28.43%。此外,复星2020年最引人关注的项目mRNA新冠疫苗,并没有在当年实现实际销售进账,对复星去年的营收增速造成一定影响,同时也为今年的业绩增长留下伏笔。按照合作协议,供应于中国大陆、香港和澳门的新冠疫苗成品,复星医药和BioNTech将按65%、35%的比例分享销售毛利。2021年,复星计划引进量达到一亿剂,疫苗上的收益可能会在今年给公司营收带来较大幅度提升。值得一提的是,去年3月13日,复星医药控股子公司复星实业以31.63美元/股的价格,认购BioNTech新增发行的158万余股普通股,认购金额达到5000万美金。疫苗虽然还没开卖,但因股票上涨这笔投资在2020年为复星医药贡献了5.45亿元的净利润,占上市公司利润总额的11.64","listText":"作者:大师兄 编辑:小市妹复星医药跟德国BioNTech达成新冠疫苗研发合作后,股价半年内涨了3倍,市值最高超过2000亿。但此后至今,股价近乎腰斩。经历了暴涨暴跌的复星医药,2020年业绩到底有什么重大变化?【“白捡”5亿】年报显示,复星医药2020年营业收入303.07亿元,同比增长6.02%;归母净利润36.63亿元,同比增长10.27%;经营性净现金流25.80亿元,扣除2020年末向BioNTech支付1.25亿欧元新冠疫苗首付款的影响后,同口径增长11.19%。受疫情等因素影响,公司营收占比最高的制药业务增长缓慢,成为拖累业绩的重要原因。这是近5年来复星医药的营收增速首次跌破双位数,似乎不容乐观。事实上,制药行业在去年的特殊环境下效益普遍较差,据全球著名医药咨询公司IQVIA发布的医院终端市场数据,行业平均增长率是-11.2%。相比而言,复星能够保持正增长,已经算难能可贵。我们也可以看到,随着疫情逐步缓和,复星整体业绩在逐步好转。第四季度公司营收82.04亿元,同比增长了11.50%,扣非归母净利润6.58亿元,同比增长28.43%。此外,复星2020年最引人关注的项目mRNA新冠疫苗,并没有在当年实现实际销售进账,对复星去年的营收增速造成一定影响,同时也为今年的业绩增长留下伏笔。按照合作协议,供应于中国大陆、香港和澳门的新冠疫苗成品,复星医药和BioNTech将按65%、35%的比例分享销售毛利。2021年,复星计划引进量达到一亿剂,疫苗上的收益可能会在今年给公司营收带来较大幅度提升。值得一提的是,去年3月13日,复星医药控股子公司复星实业以31.63美元/股的价格,认购BioNTech新增发行的158万余股普通股,认购金额达到5000万美金。疫苗虽然还没开卖,但因股票上涨这笔投资在2020年为复星医药贡献了5.45亿元的净利润,占上市公司利润总额的11.64","text":"作者:大师兄 编辑:小市妹复星医药跟德国BioNTech达成新冠疫苗研发合作后,股价半年内涨了3倍,市值最高超过2000亿。但此后至今,股价近乎腰斩。经历了暴涨暴跌的复星医药,2020年业绩到底有什么重大变化?【“白捡”5亿】年报显示,复星医药2020年营业收入303.07亿元,同比增长6.02%;归母净利润36.63亿元,同比增长10.27%;经营性净现金流25.80亿元,扣除2020年末向BioNTech支付1.25亿欧元新冠疫苗首付款的影响后,同口径增长11.19%。受疫情等因素影响,公司营收占比最高的制药业务增长缓慢,成为拖累业绩的重要原因。这是近5年来复星医药的营收增速首次跌破双位数,似乎不容乐观。事实上,制药行业在去年的特殊环境下效益普遍较差,据全球著名医药咨询公司IQVIA发布的医院终端市场数据,行业平均增长率是-11.2%。相比而言,复星能够保持正增长,已经算难能可贵。我们也可以看到,随着疫情逐步缓和,复星整体业绩在逐步好转。第四季度公司营收82.04亿元,同比增长了11.50%,扣非归母净利润6.58亿元,同比增长28.43%。此外,复星2020年最引人关注的项目mRNA新冠疫苗,并没有在当年实现实际销售进账,对复星去年的营收增速造成一定影响,同时也为今年的业绩增长留下伏笔。按照合作协议,供应于中国大陆、香港和澳门的新冠疫苗成品,复星医药和BioNTech将按65%、35%的比例分享销售毛利。2021年,复星计划引进量达到一亿剂,疫苗上的收益可能会在今年给公司营收带来较大幅度提升。值得一提的是,去年3月13日,复星医药控股子公司复星实业以31.63美元/股的价格,认购BioNTech新增发行的158万余股普通股,认购金额达到5000万美金。疫苗虽然还没开卖,但因股票上涨这笔投资在2020年为复星医药贡献了5.45亿元的净利润,占上市公司利润总额的11.64","images":[{"img":"https://static.tigerbbs.com/5a4bc4359f557f033aaef0db830142e1","width":"1080","height":"542"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344923072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347101965,"gmtCreate":1618471461957,"gmtModify":1618471461957,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[龇牙] ","listText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[龇牙] ","text":"$知乎(ZH)$[龇牙]","images":[{"img":"https://static.tigerbbs.com/01bdada0f59bd04f80d6ba1a53220171","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347101965","isVote":1,"tweetType":1,"viewCount":2150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":342738772,"gmtCreate":1618241334296,"gmtModify":1618241334296,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[财迷] ","listText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[财迷] ","text":"$知乎(ZH)$[财迷]","images":[{"img":"https://static.tigerbbs.com/0dd3038d974bede862e27c5e2016295d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342738772","isVote":1,"tweetType":1,"viewCount":2249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":346777171,"gmtCreate":1618120167493,"gmtModify":1618120167493,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/346777171","repostId":"352709639","repostType":1,"isVote":1,"tweetType":1,"viewCount":3034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346686593,"gmtCreate":1618030858412,"gmtModify":1618030858412,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/346686593","repostId":"355032489","repostType":1,"repost":{"id":355032489,"gmtCreate":1617011340000,"gmtModify":1741599198504,"author":{"id":"3524030243818067","authorId":"3524030243818067","name":"4207f134","avatar":"https://static.tigerbbs.com/1ebc2483f5c94ab5917a7ec0eb2e1f05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524030243818067","authorIdStr":"3524030243818067"},"themes":[],"title":"史上最大单日亏损?中概股暴跌的传闻与事实","htmlText":"文 | 《巴伦周刊》中文版撰稿人 彭韧 编辑 | 康娟 许多信息来自于碎片、流言和报道,以及圈内朋友的讨论,我们将它们串联成了一幅有逻辑联系的拼图。 从3月24日开始,部分中概股发生诡异暴跌,之所以说诡异,是因为跌幅巨大而且走势异常一致:爱奇艺、唯品会和腾讯音乐都是在几天内跌去近半,跟谁学更是一天内就完成腰斩,而同期大盘相对稳定,于是市场开始浮现不少传闻,周末一篇名为《人类史上最大单日亏损》的文章在网络刷屏,长相酷似岳云鹏的韩国人Bill Hwang和他的家族办公室Archegos Capital浮出海面。 不过,到目前为止,所有关于Bill Hwang和Archegos Capital的报道都是基于一些坊间传闻和不明消息源的猜测,尽管这些猜测逻辑缜密,合丝严缝,同时也能够获得股价走势的佐证,但它们仍然只是猜测。《巴伦周刊》中文版与最早分析此事的大V之一、资深美股投资人陈达聊了聊近日中概股的诡异走势,以及它对于投资者的警示。 图:Bill Hwang,图源网络 《巴伦周刊》中文版:上周部分中概股发生暴跌,但这一轮下跌跟去年三月的全市场大跌并不一样,暴跌集中在中概股中的教育股、部分视频网站和百度、唯品会这几家公司,并没有扩大到所有中概股,而同期美股大盘也相对稳定,对于其背后的原因众说纷纭,比如有人认为跟SEC声称正开始推进《外国公司问责法案》有关,也有人指出这是由于某基金爆仓所导致的,您认为近期中概股异动背后是什么原因,或者说,我们现在真的能知道背后的原因吗? 陈达:我们先来梳理一下事实的时间线。首先是在3月23日左右,交易圈里爆出高盛正在为一宗美股大宗交易( block trade)寻找买家,这笔大宗交易包含1000万股百度,185美元到市价出;5000万股腾讯音乐,17.6美元到市价出,3200万股唯品会,27.6美元到市价出,这笔大宗交易不但交易量极大,而且都比当时的市","listText":"文 | 《巴伦周刊》中文版撰稿人 彭韧 编辑 | 康娟 许多信息来自于碎片、流言和报道,以及圈内朋友的讨论,我们将它们串联成了一幅有逻辑联系的拼图。 从3月24日开始,部分中概股发生诡异暴跌,之所以说诡异,是因为跌幅巨大而且走势异常一致:爱奇艺、唯品会和腾讯音乐都是在几天内跌去近半,跟谁学更是一天内就完成腰斩,而同期大盘相对稳定,于是市场开始浮现不少传闻,周末一篇名为《人类史上最大单日亏损》的文章在网络刷屏,长相酷似岳云鹏的韩国人Bill Hwang和他的家族办公室Archegos Capital浮出海面。 不过,到目前为止,所有关于Bill Hwang和Archegos Capital的报道都是基于一些坊间传闻和不明消息源的猜测,尽管这些猜测逻辑缜密,合丝严缝,同时也能够获得股价走势的佐证,但它们仍然只是猜测。《巴伦周刊》中文版与最早分析此事的大V之一、资深美股投资人陈达聊了聊近日中概股的诡异走势,以及它对于投资者的警示。 图:Bill Hwang,图源网络 《巴伦周刊》中文版:上周部分中概股发生暴跌,但这一轮下跌跟去年三月的全市场大跌并不一样,暴跌集中在中概股中的教育股、部分视频网站和百度、唯品会这几家公司,并没有扩大到所有中概股,而同期美股大盘也相对稳定,对于其背后的原因众说纷纭,比如有人认为跟SEC声称正开始推进《外国公司问责法案》有关,也有人指出这是由于某基金爆仓所导致的,您认为近期中概股异动背后是什么原因,或者说,我们现在真的能知道背后的原因吗? 陈达:我们先来梳理一下事实的时间线。首先是在3月23日左右,交易圈里爆出高盛正在为一宗美股大宗交易( block trade)寻找买家,这笔大宗交易包含1000万股百度,185美元到市价出;5000万股腾讯音乐,17.6美元到市价出,3200万股唯品会,27.6美元到市价出,这笔大宗交易不但交易量极大,而且都比当时的市","text":"文 | 《巴伦周刊》中文版撰稿人 彭韧 编辑 | 康娟 许多信息来自于碎片、流言和报道,以及圈内朋友的讨论,我们将它们串联成了一幅有逻辑联系的拼图。 从3月24日开始,部分中概股发生诡异暴跌,之所以说诡异,是因为跌幅巨大而且走势异常一致:爱奇艺、唯品会和腾讯音乐都是在几天内跌去近半,跟谁学更是一天内就完成腰斩,而同期大盘相对稳定,于是市场开始浮现不少传闻,周末一篇名为《人类史上最大单日亏损》的文章在网络刷屏,长相酷似岳云鹏的韩国人Bill Hwang和他的家族办公室Archegos Capital浮出海面。 不过,到目前为止,所有关于Bill Hwang和Archegos Capital的报道都是基于一些坊间传闻和不明消息源的猜测,尽管这些猜测逻辑缜密,合丝严缝,同时也能够获得股价走势的佐证,但它们仍然只是猜测。《巴伦周刊》中文版与最早分析此事的大V之一、资深美股投资人陈达聊了聊近日中概股的诡异走势,以及它对于投资者的警示。 图:Bill Hwang,图源网络 《巴伦周刊》中文版:上周部分中概股发生暴跌,但这一轮下跌跟去年三月的全市场大跌并不一样,暴跌集中在中概股中的教育股、部分视频网站和百度、唯品会这几家公司,并没有扩大到所有中概股,而同期美股大盘也相对稳定,对于其背后的原因众说纷纭,比如有人认为跟SEC声称正开始推进《外国公司问责法案》有关,也有人指出这是由于某基金爆仓所导致的,您认为近期中概股异动背后是什么原因,或者说,我们现在真的能知道背后的原因吗? 陈达:我们先来梳理一下事实的时间线。首先是在3月23日左右,交易圈里爆出高盛正在为一宗美股大宗交易( block trade)寻找买家,这笔大宗交易包含1000万股百度,185美元到市价出;5000万股腾讯音乐,17.6美元到市价出,3200万股唯品会,27.6美元到市价出,这笔大宗交易不但交易量极大,而且都比当时的市","images":[{"img":"https://static.tigerbbs.com/90e72b5ee284418892b301bbe3653c3e","width":"1080","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355032489","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341521766,"gmtCreate":1617841628655,"gmtModify":1617841628655,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[得意] ","listText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[得意] ","text":"$知乎(ZH)$[得意]","images":[{"img":"https://static.tigerbbs.com/d524fabf0d067322a9b506930608efd8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/341521766","isVote":1,"tweetType":1,"viewCount":2298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":341521235,"gmtCreate":1617841608827,"gmtModify":1617841608827,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[{"img":"https://static.tigerbbs.com/22c51c3df5863b6e9f2a69c6988dfb8b","width":"1080","height":"3088"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/341521235","isVote":1,"tweetType":1,"viewCount":2103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":341816919,"gmtCreate":1617802623231,"gmtModify":1617802623231,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/341816919","isVote":1,"tweetType":1,"viewCount":3215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343113759,"gmtCreate":1617688095171,"gmtModify":1617688095171,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575524924656544","authorIdStr":"3575524924656544"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>[得意] ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>[得意] ","text":"$小米集团-W(01810)$[得意]","images":[{"img":"https://static.tigerbbs.com/5004dbf83f33253a57f705ca4236b979","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343113759","isVote":1,"tweetType":1,"viewCount":1583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":370681789,"gmtCreate":1618580955241,"gmtModify":1618580955241,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575524924656544","idStr":"3575524924656544"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[得意] ","listText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[得意] ","text":"$知乎(ZH)$[得意]","images":[{"img":"https://static.tigerbbs.com/8d64fdcaa772fce8f5fb438a31522214","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/370681789","isVote":1,"tweetType":1,"viewCount":7057,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578029324538199","authorId":"3578029324538199","name":"汤子杭","avatar":"https://static.tigerbbs.com/df72a8c1582c51b1aaaf5da729b548a7","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3578029324538199","idStr":"3578029324538199"},"content":"这是中了多少股啊,哈哈哈","text":"这是中了多少股啊,哈哈哈","html":"这是中了多少股啊,哈哈哈"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":367811679,"gmtCreate":1614934803791,"gmtModify":1703483120756,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575524924656544","idStr":"3575524924656544"},"themes":[],"htmlText":"加油加油加油","listText":"加油加油加油","text":"加油加油加油","images":[{"img":"https://static.tigerbbs.com/08b377309937612cf5414554ad21f387","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/367811679","isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":341816919,"gmtCreate":1617802623231,"gmtModify":1617802623231,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575524924656544","idStr":"3575524924656544"},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/341816919","isVote":1,"tweetType":1,"viewCount":3215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347106761,"gmtCreate":1618471745453,"gmtModify":1618471745453,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575524924656544","idStr":"3575524924656544"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/347106761","repostId":"344923072","repostType":1,"repost":{"id":344923072,"gmtCreate":1618368722196,"gmtModify":1618438840375,"author":{"id":"3570081676918603","authorId":"3570081676918603","name":"市值观察","avatar":"https://static.tigerbbs.com/2ece02f8b6e557cbb0666cdb9048ec85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570081676918603","idStr":"3570081676918603"},"themes":[],"title":"看懂复星医药,太难了?","htmlText":"作者:大师兄 编辑:小市妹复星医药跟德国BioNTech达成新冠疫苗研发合作后,股价半年内涨了3倍,市值最高超过2000亿。但此后至今,股价近乎腰斩。经历了暴涨暴跌的复星医药,2020年业绩到底有什么重大变化?【“白捡”5亿】年报显示,复星医药2020年营业收入303.07亿元,同比增长6.02%;归母净利润36.63亿元,同比增长10.27%;经营性净现金流25.80亿元,扣除2020年末向BioNTech支付1.25亿欧元新冠疫苗首付款的影响后,同口径增长11.19%。受疫情等因素影响,公司营收占比最高的制药业务增长缓慢,成为拖累业绩的重要原因。这是近5年来复星医药的营收增速首次跌破双位数,似乎不容乐观。事实上,制药行业在去年的特殊环境下效益普遍较差,据全球著名医药咨询公司IQVIA发布的医院终端市场数据,行业平均增长率是-11.2%。相比而言,复星能够保持正增长,已经算难能可贵。我们也可以看到,随着疫情逐步缓和,复星整体业绩在逐步好转。第四季度公司营收82.04亿元,同比增长了11.50%,扣非归母净利润6.58亿元,同比增长28.43%。此外,复星2020年最引人关注的项目mRNA新冠疫苗,并没有在当年实现实际销售进账,对复星去年的营收增速造成一定影响,同时也为今年的业绩增长留下伏笔。按照合作协议,供应于中国大陆、香港和澳门的新冠疫苗成品,复星医药和BioNTech将按65%、35%的比例分享销售毛利。2021年,复星计划引进量达到一亿剂,疫苗上的收益可能会在今年给公司营收带来较大幅度提升。值得一提的是,去年3月13日,复星医药控股子公司复星实业以31.63美元/股的价格,认购BioNTech新增发行的158万余股普通股,认购金额达到5000万美金。疫苗虽然还没开卖,但因股票上涨这笔投资在2020年为复星医药贡献了5.45亿元的净利润,占上市公司利润总额的11.64","listText":"作者:大师兄 编辑:小市妹复星医药跟德国BioNTech达成新冠疫苗研发合作后,股价半年内涨了3倍,市值最高超过2000亿。但此后至今,股价近乎腰斩。经历了暴涨暴跌的复星医药,2020年业绩到底有什么重大变化?【“白捡”5亿】年报显示,复星医药2020年营业收入303.07亿元,同比增长6.02%;归母净利润36.63亿元,同比增长10.27%;经营性净现金流25.80亿元,扣除2020年末向BioNTech支付1.25亿欧元新冠疫苗首付款的影响后,同口径增长11.19%。受疫情等因素影响,公司营收占比最高的制药业务增长缓慢,成为拖累业绩的重要原因。这是近5年来复星医药的营收增速首次跌破双位数,似乎不容乐观。事实上,制药行业在去年的特殊环境下效益普遍较差,据全球著名医药咨询公司IQVIA发布的医院终端市场数据,行业平均增长率是-11.2%。相比而言,复星能够保持正增长,已经算难能可贵。我们也可以看到,随着疫情逐步缓和,复星整体业绩在逐步好转。第四季度公司营收82.04亿元,同比增长了11.50%,扣非归母净利润6.58亿元,同比增长28.43%。此外,复星2020年最引人关注的项目mRNA新冠疫苗,并没有在当年实现实际销售进账,对复星去年的营收增速造成一定影响,同时也为今年的业绩增长留下伏笔。按照合作协议,供应于中国大陆、香港和澳门的新冠疫苗成品,复星医药和BioNTech将按65%、35%的比例分享销售毛利。2021年,复星计划引进量达到一亿剂,疫苗上的收益可能会在今年给公司营收带来较大幅度提升。值得一提的是,去年3月13日,复星医药控股子公司复星实业以31.63美元/股的价格,认购BioNTech新增发行的158万余股普通股,认购金额达到5000万美金。疫苗虽然还没开卖,但因股票上涨这笔投资在2020年为复星医药贡献了5.45亿元的净利润,占上市公司利润总额的11.64","text":"作者:大师兄 编辑:小市妹复星医药跟德国BioNTech达成新冠疫苗研发合作后,股价半年内涨了3倍,市值最高超过2000亿。但此后至今,股价近乎腰斩。经历了暴涨暴跌的复星医药,2020年业绩到底有什么重大变化?【“白捡”5亿】年报显示,复星医药2020年营业收入303.07亿元,同比增长6.02%;归母净利润36.63亿元,同比增长10.27%;经营性净现金流25.80亿元,扣除2020年末向BioNTech支付1.25亿欧元新冠疫苗首付款的影响后,同口径增长11.19%。受疫情等因素影响,公司营收占比最高的制药业务增长缓慢,成为拖累业绩的重要原因。这是近5年来复星医药的营收增速首次跌破双位数,似乎不容乐观。事实上,制药行业在去年的特殊环境下效益普遍较差,据全球著名医药咨询公司IQVIA发布的医院终端市场数据,行业平均增长率是-11.2%。相比而言,复星能够保持正增长,已经算难能可贵。我们也可以看到,随着疫情逐步缓和,复星整体业绩在逐步好转。第四季度公司营收82.04亿元,同比增长了11.50%,扣非归母净利润6.58亿元,同比增长28.43%。此外,复星2020年最引人关注的项目mRNA新冠疫苗,并没有在当年实现实际销售进账,对复星去年的营收增速造成一定影响,同时也为今年的业绩增长留下伏笔。按照合作协议,供应于中国大陆、香港和澳门的新冠疫苗成品,复星医药和BioNTech将按65%、35%的比例分享销售毛利。2021年,复星计划引进量达到一亿剂,疫苗上的收益可能会在今年给公司营收带来较大幅度提升。值得一提的是,去年3月13日,复星医药控股子公司复星实业以31.63美元/股的价格,认购BioNTech新增发行的158万余股普通股,认购金额达到5000万美金。疫苗虽然还没开卖,但因股票上涨这笔投资在2020年为复星医药贡献了5.45亿元的净利润,占上市公司利润总额的11.64","images":[{"img":"https://static.tigerbbs.com/5a4bc4359f557f033aaef0db830142e1","width":"1080","height":"542"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344923072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349991634,"gmtCreate":1617513928328,"gmtModify":1617513928328,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575524924656544","idStr":"3575524924656544"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/349991634","repostId":"340850761","repostType":1,"isVote":1,"tweetType":1,"viewCount":1035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356122325,"gmtCreate":1616765806867,"gmtModify":1616765806867,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575524924656544","idStr":"3575524924656544"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/356122325","repostId":"356066578","repostType":1,"repost":{"id":356066578,"gmtCreate":1616743714490,"gmtModify":1616765878365,"author":{"id":"3479274683617906","authorId":"3479274683617906","name":"期货直播课代表","avatar":"https://static.tigerbbs.com/ffac331a6c299c3ae1fa4426f918e5e0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274683617906","idStr":"3479274683617906"},"themes":[],"title":"叮!叮!今晚上课:一位28年经验的基金经理分享当下交易策略","htmlText":"当美国财政部不断推出上万亿刺激的当下,市场上突然传出了美联储将提前加息紧缩的声音,大宗商品经历了近期的大起大落,特别是原油市场更加复杂,苏伊士运河又被堵塞,我们该如何判断油市的后期走势,黄金,白银和农产品还有哪些获利机会呢? 本周五晚9点,快来老虎直播间,听讲师寇健和您分享大宗商品的牛市机会和实战策略。 ----------- <a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16145863822615"}\" target=\"_blank\">==点我传送进:大宗商品超级牛市到哪里了?原油和黄金还有机会么?==</a> ------------- 主讲人:寇健(James Kou),资深期权交易员。拥有28年的期权投资交易经验,他管理的期权和期货资产组合在2011- 2013年获得240%的回报。曾担任Citibank及Morgan Stanley两家银行交易员,亲身经历1987年股灾,仍在股灾中获利。也担任过大华银行衍生品负责人,管理数亿美元基金并成功获利10年。 <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$</a> <a href=\"https://laohu8.com/FUT/YMmain\">$道琼斯指数主连(YMmain)$</a> <a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连(GCmain)$</a> <a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a> ","listText":"当美国财政部不断推出上万亿刺激的当下,市场上突然传出了美联储将提前加息紧缩的声音,大宗商品经历了近期的大起大落,特别是原油市场更加复杂,苏伊士运河又被堵塞,我们该如何判断油市的后期走势,黄金,白银和农产品还有哪些获利机会呢? 本周五晚9点,快来老虎直播间,听讲师寇健和您分享大宗商品的牛市机会和实战策略。 ----------- <a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16145863822615"}\" target=\"_blank\">==点我传送进:大宗商品超级牛市到哪里了?原油和黄金还有机会么?==</a> ------------- 主讲人:寇健(James Kou),资深期权交易员。拥有28年的期权投资交易经验,他管理的期权和期货资产组合在2011- 2013年获得240%的回报。曾担任Citibank及Morgan Stanley两家银行交易员,亲身经历1987年股灾,仍在股灾中获利。也担任过大华银行衍生品负责人,管理数亿美元基金并成功获利10年。 <a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$</a> <a href=\"https://laohu8.com/FUT/YMmain\">$道琼斯指数主连(YMmain)$</a> <a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连(GCmain)$</a> <a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a> ","text":"当美国财政部不断推出上万亿刺激的当下,市场上突然传出了美联储将提前加息紧缩的声音,大宗商品经历了近期的大起大落,特别是原油市场更加复杂,苏伊士运河又被堵塞,我们该如何判断油市的后期走势,黄金,白银和农产品还有哪些获利机会呢? 本周五晚9点,快来老虎直播间,听讲师寇健和您分享大宗商品的牛市机会和实战策略。 ----------- ==点我传送进:大宗商品超级牛市到哪里了?原油和黄金还有机会么?== ------------- 主讲人:寇健(James Kou),资深期权交易员。拥有28年的期权投资交易经验,他管理的期权和期货资产组合在2011- 2013年获得240%的回报。曾担任Citibank及Morgan Stanley两家银行交易员,亲身经历1987年股灾,仍在股灾中获利。也担任过大华银行衍生品负责人,管理数亿美元基金并成功获利10年。 $NQ100指数主连(NQmain)$ $道琼斯指数主连(YMmain)$ $黄金主连(GCmain)$ $WTI原油主连(CLmain)$","images":[{"img":"https://static.tigerbbs.com/89441ad4219daeab85f6c707819e1dc6","width":"800","height":"533"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356066578","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327205421,"gmtCreate":1616083865163,"gmtModify":1616083865163,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575524924656544","idStr":"3575524924656544"},"themes":[],"htmlText":"很好啊不错","listText":"很好啊不错","text":"很好啊不错","images":[{"img":"https://static.tigerbbs.com/03493d63ff12aee8b5a2a293a6cefea2","width":"1080","height":"2989"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/327205421","isVote":1,"tweetType":1,"viewCount":2941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":323284505,"gmtCreate":1615345475107,"gmtModify":1703487668621,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575524924656544","idStr":"3575524924656544"},"themes":[],"htmlText":"没好的一天从今天开始。","listText":"没好的一天从今天开始。","text":"没好的一天从今天开始。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/323284505","isVote":1,"tweetType":1,"viewCount":2831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379795098,"gmtCreate":1618793553114,"gmtModify":1618793553114,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575524924656544","idStr":"3575524924656544"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[财迷] ","listText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>[财迷] ","text":"$知乎(ZH)$[财迷]","images":[{"img":"https://static.tigerbbs.com/f244bc8b619b5d0f5c7374b55b0d0a45","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/379795098","isVote":1,"tweetType":1,"viewCount":7240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":346777171,"gmtCreate":1618120167493,"gmtModify":1618120167493,"author":{"id":"3575524924656544","authorId":"3575524924656544","name":"一点小孤单","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575524924656544","idStr":"3575524924656544"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/346777171","repostId":"352709639","repostType":1,"isVote":1,"tweetType":1,"viewCount":3034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}