SerenaSun412
2021-02-02
这样撒
@沉迷打新大狗子:
环联连讯:商业模式是硬伤【大狗子新股指北】
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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ebd06a2af2fd9e588a7afd16fbfc1ef\" tg-width=\"554\" tg-height=\"749\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/585b15a5564e8a9b7159289deacd3bef\" tg-width=\"554\" tg-height=\"578\"></p><p>附:分析所用图表</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d5df2ce7eb90378f8e30bc761a67ae4\" tg-width=\"554\" tg-height=\"510\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70e00efed2292a2801d69b141d040e66\" tg-width=\"554\" tg-height=\"375\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/348f8e7a4bee8fb98e77e82f8488f394\" tg-width=\"688\" tg-height=\"174\"></p><p>注:本文仅为个人记录,不作为投资建议和参考,市场有风险,投资需谨慎。</p><p><a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手科技(01024)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01473\">$环联连讯(01473)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02160\">$心通医疗-B(02160)$</a></p></body></html>","htmlText":"<html><head></head><body><p><strong>老规矩,先上结论:</strong></p><p>公司所处的赛道乍一看不错,叠加近几年5G基础设施换代大潮,貌似很有搞头,但商业模式是硬伤。经销商赚的就是差价,虽然像他们这样能提供技术支持,在客户方案设计前期就involve的经销商已经算是做得不错了,但说到底,赚的就是个辛苦钱。从利润率上就能看出,毛利率17%,净利率4%,这生意着实没什么意思,所以哪怕通信设备换代这种大事件赶上了,他们也分不了什么羹去。</p><p>无基石,保荐人没听过,稳价人历史业绩一般般,定价虽然不贵,但目前二级市场尤其是机构的风格是“宁可贵一点买好企业,不愿意便宜点买一般的企业”,所以实际上也没什么便宜好占。</p><p>计息14天这种情况更没理由融资打了,诺辉健康,赛生药业已经过聆讯了,哪个不比这个有搞头?</p><p>个人计划辉立38套餐随便摸摸,还是关注下诺辉和赛生吧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ebd06a2af2fd9e588a7afd16fbfc1ef\" tg-width=\"554\" tg-height=\"749\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/585b15a5564e8a9b7159289deacd3bef\" tg-width=\"554\" tg-height=\"578\"></p><p>附:分析所用图表</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d5df2ce7eb90378f8e30bc761a67ae4\" tg-width=\"554\" tg-height=\"510\"></p><p class=\"t-img-caption\"><img 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