思辨财经
2022-08-26
小米和北汽合作的事,大概这么推演:
1.小米立项之初就决定和北汽合作,此时主要是代工合作,政府也原意;
2.后来有关部门认为新能源车泛滥,牌照口子给的太松,就决定停发牌照,此时小米选择和北汽合作加上了“牌照合作”;
3.合作领域大,对小米造车成本肯定增加,一定程度上会影响造车估值,接下来汽车业务单独融资,小米集团也应该会调整价格;
4.北汽以牌照资格坐收好处
大公司头条
大公司又发生了什么事,收购、合作、入股?来这里关注最重要的商业新闻和公司动向吧
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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塔希提岛
2022-08-28
塔希提岛
心脉胸主动脉/腹主动脉支架的壁垒,远高于下肢动静脉支架和药球,就算集采,也一定先拿下肢下手,主要原因如下:
1. 下肢的动静脉支架/滤器/药球的对安全性的要求远低于胸腹主动脉,因为下肢质量不好顶多再开个刀,胸腹主动脉的器械出问题,人就没了
现在反过来了,最有壁垒的最害怕集采,不给估值,反而是投机倒把搞大路货赚快钱的,最不怕集采,给高估值,可笑之至。
多搞搞深度研究吧,别天天看见集采俩字就抱头鼠窜
嘉禾来了
2022-08-28
嘉禾来了
只要好的公司都和自己国内公司合作,那好啊
淘淘糖心
2022-08-27
淘淘糖心
对爽都有礼
和旺旺
2022-09-01
和旺旺
这篇文章不错,转发给大家看
john11
2022-08-28
john11
转发
密码的密
2022-08-27
密码的密
这篇文章不错,转发给大家看
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精彩评论
1. 下肢的动静脉支架/滤器/药球的对安全性的要求远低于胸腹主动脉,因为下肢质量不好顶多再开个刀,胸腹主动脉的器械出问题,人就没了
现在反过来了,最有壁垒的最害怕集采,不给估值,反而是投机倒把搞大路货赚快钱的,最不怕集采,给高估值,可笑之至。
多搞搞深度研究吧,别天天看见集采俩字就抱头鼠窜
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