巴龙的个人主页 - 老虎社区

巴龙

2019就要666

IP属地：北京

56关注

4粉丝

1主题

0勋章

2021-09-07

$滴滴(DIDI)$滴滴加油

2021-08-17

$滴滴(DIDI)$[看涨]

2021-07-26

快手差不多也就值这个价

快手跌逾9%！遭大摩下调评级+即将解禁

2021-05-28

后面说的是百度家的教育公司吧

抱歉，原内容已删除

2021-03-25

扯着新能源的皮，收入绝大部分确是健康，呵呵

抱歉，原内容已删除

2020-12-31

真佩服任正非的高瞻远瞩和做事的决心，这才是优秀企业家的典范，快钱赚多了就不愿意踏踏实实干事了

华为神秘部门“被动”营业

2020-11-10

$中手游(00302)$纳入观察

2020-11-05

最好海洛因也合法化

“拜登概念股”集体暴涨！

2020-10-27

广汽新能源不错，比新势力强

【广汽集团AH联袂上扬埃安品牌或将独立后续寻求科创板上市】

2020-10-27

期待

传旗下埃安品牌将分拆上市广汽集团A股涨5%H股涨近7%

2020-09-25

跌得稀里哗啦[黑眼圈]

2020-09-21

新的一周多挣钱

2020-09-15

$现代牙科(03600)$这个股也废了？

2020-09-08

$农夫山泉(09633)$牛逼

2020-09-01

$广汽集团(02238)$昨天发生了什么？

2020-08-31

$广汽集团(601238)$港股今天为什么崩？

2020-08-31

$广汽集团(02238)$扭头下跌，这是咋了，

2020-08-31

$广汽集团(601238)$广汽怎么了？

2020-08-28

$蓝城兄弟(BLCT)$这股废了吧，同性恋毕竟非主流

2020-08-28

$小鹏汽车(XPEV)$在为什么卖不出去？

去老虎APP查看更多动态

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11:38","market":"hk","language":"zh","title":"快手跌逾9%！遭大摩下调评级+即将解禁","url":"https://stock-news.laohu8.com/highlight/detail?id=1117552851","media":"老虎资讯综合","summary":"7月26日讯，快手$(01024)$跌逾9%，报117.6港元。快手的上市联席保荐券商摩根士丹利将其目标价由300港元/股下调至130港元/股，评级由“增持”下调为“”减持“。\n大摩研报指出，快手今年","content":"<p>7月26日讯，快手<a href=\"https://laohu8.com/S/01024\">$(01024)$</a>跌逾9%，报117.6港元。快手的上市联席保荐券商<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>将其目标价由300港元/股下调至130港元/股，评级由“增持”下调为“”减持“。</p>\n<p>大摩研报指出，快手今年第二季度日活跃用户按季增长较抖音低14个百分点，是自2018年第四季度以来最大差距。该行将快手2025年预测月活跃用户由7亿人次下调至6亿人次，对比抖音2021年底已目标有6.8亿人次。</p>\n<p>大摩预期，2021-22年快手皆录得逾120亿元净亏损，预期现时或需到2025年才扭亏为盈，对比早前预测2022年已录得盈利。<img src=\"https://static.tigerbbs.com/53cb236d42c1b7df218e8691ee42206c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">另外，快手─W（01024.hk），将于2021-08-05出现解禁。</p>\n<table>\n <thead>\n  <tr>\n   <th>公司/高管</th>\n   <th>解除股数</th>\n   <th>解除金额</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>The Capital Group Funds</td>\n   <td>2958.27万</td>\n   <td>42.92亿</td>\n  </tr>\n  <tr>\n   <td>Aranda Investments</td>\n   <td>1953.92万</td>\n   <td>28.35亿</td>\n  </tr>\n  <tr>\n   <td>GIC</td>\n   <td>1953.92万</td>\n   <td>28.35亿</td>\n  </tr>\n  <tr>\n   <td>Invesco</td>\n   <td>1599.66万</td>\n   <td>23.21亿</td>\n  </tr>\n  <tr>\n   <td>富达国际</td>\n   <td>1599.66万</td>\n   <td>23.21亿</td>\n  </tr>\n  <tr>\n   <td>BlackRock</td>\n   <td>1333.05万</td>\n   <td>19.34亿</td>\n  </tr>\n  <tr>\n   <td>CPP Investments</td>\n   <td>887.48万</td>\n   <td>12.88亿</td>\n  </tr>\n  <tr>\n   <td>Sunny Festive</td>\n   <td>887.48万</td>\n   <td>12.88亿</td>\n  </tr>\n  <tr>\n   <td>MSAL及MSIM Inc</td>\n   <td>741.39万</td>\n   <td>10.76亿</td>\n  </tr>\n  <tr>\n   <td>ADIA</td>\n   <td>591.65万</td>\n   <td>8.58亿</td>\n  </tr>\n </tbody>\n</table>","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>快手跌逾9%！遭大摩下调评级+即将解禁</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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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快手跌逾9%！遭大摩下调评级+即将解禁\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\">2021-07-26 11:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月26日讯，快手<a href=\"https://laohu8.com/S/01024\">$(01024)$</a>跌逾9%，报117.6港元。快手的上市联席保荐券商<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>将其目标价由300港元/股下调至130港元/股，评级由“增持”下调为“”减持“。</p>\n<p>大摩研报指出，快手今年第二季度日活跃用户按季增长较抖音低14个百分点，是自2018年第四季度以来最大差距。该行将快手2025年预测月活跃用户由7亿人次下调至6亿人次，对比抖音2021年底已目标有6.8亿人次。</p>\n<p>大摩预期，2021-22年快手皆录得逾120亿元净亏损，预期现时或需到2025年才扭亏为盈，对比早前预测2022年已录得盈利。<img src=\"https://static.tigerbbs.com/53cb236d42c1b7df218e8691ee42206c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">另外，快手─W（01024.hk），将于2021-08-05出现解禁。</p>\n<table>\n <thead>\n  <tr>\n   <th>公司/高管</th>\n   <th>解除股数</th>\n   <th>解除金额</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>The Capital Group Funds</td>\n   <td>2958.27万</td>\n   <td>42.92亿</td>\n  </tr>\n  <tr>\n   <td>Aranda Investments</td>\n   <td>1953.92万</td>\n   <td>28.35亿</td>\n  </tr>\n  <tr>\n   <td>GIC</td>\n   <td>1953.92万</td>\n   <td>28.35亿</td>\n  </tr>\n  <tr>\n   <td>Invesco</td>\n   <td>1599.66万</td>\n   <td>23.21亿</td>\n  </tr>\n  <tr>\n   <td>富达国际</td>\n   <td>1599.66万</td>\n   <td>23.21亿</td>\n  </tr>\n  <tr>\n   <td>BlackRock</td>\n   <td>1333.05万</td>\n   <td>19.34亿</td>\n  </tr>\n  <tr>\n   <td>CPP Investments</td>\n   <td>887.48万</td>\n   <td>12.88亿</td>\n  </tr>\n  <tr>\n   <td>Sunny Festive</td>\n   <td>887.48万</td>\n   <td>12.88亿</td>\n  </tr>\n  <tr>\n   <td>MSAL及MSIM Inc</td>\n   <td>741.39万</td>\n   <td>10.76亿</td>\n  </tr>\n  <tr>\n   <td>ADIA</td>\n   <td>591.65万</td>\n   <td>8.58亿</td>\n  </tr>\n </tbody>\n</table>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b57241e30a2dc7e84d4588d7aafb919c","relate_stocks":{"01024":"快手-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117552851","content_text":"7月26日讯，快手$(01024)$跌逾9%，报117.6港元。快手的上市联席保荐券商摩根士丹利将其目标价由300港元/股下调至130港元/股，评级由“增持”下调为“”减持“。\n大摩研报指出，快手今年第二季度日活跃用户按季增长较抖音低14个百分点，是自2018年第四季度以来最大差距。该行将快手2025年预测月活跃用户由7亿人次下调至6亿人次，对比抖音2021年底已目标有6.8亿人次。\n大摩预期，2021-22年快手皆录得逾120亿元净亏损，预期现时或需到2025年才扭亏为盈，对比早前预测2022年已录得盈利。另外，快手─W（01024.hk），将于2021-08-05出现解禁。\n\n\n\n公司/高管\n解除股数\n解除金额\n\n\n\n\nThe Capital Group Funds\n2958.27万\n42.92亿\n\n\nAranda Investments\n1953.92万\n28.35亿\n\n\nGIC\n1953.92万\n28.35亿\n\n\nInvesco\n1599.66万\n23.21亿\n\n\n富达国际\n1599.66万\n23.21亿\n\n\nBlackRock\n1333.05万\n19.34亿\n\n\nCPP Investments\n887.48万\n12.88亿\n\n\nSunny Festive\n887.48万\n12.88亿\n\n\nMSAL及MSIM Inc\n741.39万\n10.76亿\n\n\nADIA\n591.65万\n8.58亿","news_type":1},"isVote":1,"tweetType":1,"viewCount":2472,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498089921022259","authorId":"3498089921022259","name":"万物皆空","avatar":"https://static.tigerbbs.com/e8186eebd86e43bf1abafc6f32500b6c","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3498089921022259","idStr":"3498089921022259"},"content":"现在还早，要是美国加息，泡沫破灭，不知道值多少钱","text":"现在还早，要是美国加息，泡沫破灭，不知道值多少钱","html":"现在还早，要是美国加息，泡沫破灭，不知道值多少钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135451422,"gmtCreate":1622178589566,"gmtModify":1622178589566,"author":{"id":"145904269873065","authorId":"145904269873065","name":"巴龙","avatar":"https://static.tigerbbs.com/34cfa860c0b535c4aa7ed44db9d577df","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"145904269873065","idStr":"145904269873065"},"themes":[],"htmlText":"后面说的是百度家的教育公司吧","listText":"后面说的是百度家的教育公司吧","text":"后面说的是百度家的教育公司吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/135451422","repostId":"1116530512","repostType":4,"isVote":1,"tweetType":1,"viewCount":1681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358370517,"gmtCreate":1616667624139,"gmtModify":1616667624139,"author":{"id":"145904269873065","authorId":"145904269873065","name":"巴龙","avatar":"https://static.tigerbbs.com/34cfa860c0b535c4aa7ed44db9d577df","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"145904269873065","idStr":"145904269873065"},"themes":[],"htmlText":"扯着新能源的皮，收入绝大部分确是健康，呵呵","listText":"扯着新能源的皮，收入绝大部分确是健康，呵呵","text":"扯着新能源的皮，收入绝大部分确是健康，呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358370517","repostId":"1115409974","repostType":4,"isVote":1,"tweetType":1,"viewCount":2702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333787018,"gmtCreate":1609369055134,"gmtModify":1703739023791,"author":{"id":"145904269873065","authorId":"145904269873065","name":"巴龙","avatar":"https://static.tigerbbs.com/34cfa860c0b535c4aa7ed44db9d577df","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"145904269873065","idStr":"145904269873065"},"themes":[],"htmlText":"真佩服任正非的高瞻远瞩和做事的决心，这才是优秀企业家的典范，快钱赚多了就不愿意踏踏实实干事了","listText":"真佩服任正非的高瞻远瞩和做事的决心，这才是优秀企业家的典范，快钱赚多了就不愿意踏踏实实干事了","text":"真佩服任正非的高瞻远瞩和做事的决心，这才是优秀企业家的典范，快钱赚多了就不愿意踏踏实实干事了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333787018","repostId":"1126735417","repostType":4,"repost":{"id":"1126735417","pubTimestamp":1609344144,"share":"https://www.laohu8.com/m/news/1126735417?lang=&edition=full","pubTime":"2020-12-31 00:02","market":"sh","language":"zh","title":"华为神秘部门“被动”营业","url":"https://stock-news.laohu8.com/highlight/detail?id=1126735417","media":"AI财经社","summary":"低调的华为哈勃投资，因为投资项目IPO或进入上市辅导不时见诸报端。有人称华为欲通过投资实现曲线突围，也有人认为其希望靠产业投资赚钱。对于被投公司而言，与华为投资共舞，会获得采购大单、技术联合攻关等资源","content":"<blockquote>低调的华为哈勃投资，因为投资项目IPO或进入上市辅导不时见诸报端。有人称华为欲通过投资实现曲线突围，也有人认为其希望靠产业投资赚钱。对于被投公司而言，与华为投资共舞，会获得采购大单、技术联合攻关等资源，这些让势单力薄的半导体企业“像坐上一艘大船一样乘风破浪”，但也可能遭遇潜藏在海底的暗礁，企业有可能要忍受华为的强绑定和强大控制力带来的不确定性。</blockquote><p><b>“神秘”的华为投资</b></p><p>很多人可能熟知华为是一家科技公司，但近年来可能忽略了它强大的投资公司角色。</p><p>根据天眼查App显示，华为旗下哈勃投资12月26日再次出手，投资了国产EDA公司湖北九同方微电子有限公司（以下简称“九同方”）。这是一家从事的EDA软件研发的企业，其核心技术是美国对华禁运的卡脖子技术之一。当然，这家公司也承载着中国半导体的“芯酸之事”。</p><p><img src=\"https://static.tigerbbs.com/e9a25d8b86ccd4c96a58b2dcc16de71b\" tg-width=\"1080\" tg-height=\"728\"></p><p>图/视觉中国</p><p>不得不提的是，这已经是自2019年4月成立以来，哈勃投资公开的第23起投资。除了九同方，最近半年以来，随着一些项目IPO或进入上市辅导，低调的哈勃投资不时见诸报端，一些人才意识到哈勃投资的存在，甚至因此戏称“华为的投资能力堪比顶级VC”。</p><p>这家华为持股100%的投资机构，以美国第一巨型太空望远镜命名，华为对哈勃投资的注册资本由最初的7亿元，经过两次变更为27亿元。有人称华为欲通过哈勃投资实现半导体的曲线突围，也有认为其希望靠产业投资赚钱。</p><p>而实际上，一位知情人士对AI财经社表示，哈勃投资的操作模式和决策机制与华为以往风格不太一样。</p><p>担任哈勃投资董事长兼总经理的人为白熠，其在华为目前的职位是战略部副总裁，此前他也曾担任过华为财务管理办公室副总裁等。而华为战略部的职责，除了战略投资，还包括战略规划、品牌战略、标准等。</p><p>但坊间传言称，哈勃投资和白熠并没有决策权。“团队在外找到项目后，实际值不值得投，不是哈勃来决定，而是由华为各事业部负责人拍板决策。”比如，所投项目与消费终端有关，那么由消费者BG的CEO余承东、甚至是华为终端手机产品线总裁何刚来决定是否投资。上述知情人士称，这个团队人数目前不超过10人，在华为内部“并没有什么人关注，毕竟公司的驱动不是来自投资”。</p><p>这与十多年前华为做投资很不一样。当年不论是对国外各类并购案件，还是对国内企业暴风影音、昆仑万维、润和软件这类风险投资，最后一道流程都需要华为最高的管理团队EMT（华为执行管理团队）通过，任正非对这些投资“点头才行”。</p><p>而现在，哈勃投资的项目并不会传递至EMT，“也跟任正非没有关系”。对此，接近华为的人士分析，这是因为此前华为的投资和并购都与公司发展方向密切相关，需要EMT来进行把关，而现在哈勃所进行的投资更为分散，因此将这种权力下放，有利于迅速出击。</p><p>既然投资机制如此，华为的哈勃投资是为了“曲线救国”，还是为公司赚钱？</p><p>梳理这些投资目录会发现，这23家被投的企业，大部分主营业务几乎都集中在半导体领域，涵盖了从半导体材料、EDA工具、设计到测试仪器在内的多个产业链环节，比如碳化硅材料供应商山东天岳、砷化镓和磷化铟材料供应商鑫耀半导体、主做模拟芯片的思瑞浦、车载通讯芯片研发商裕太微电子、5G测试仪器供应商中电科仪等，其中很多是卡脖子环节。从这点来看，华为有扶持半导体产业链的目的。</p><p>一位接近华为的人士分析，由于美国的制裁，华为需要行动起来，“化整为零”，进行半导体产业链布局。</p><p>但也有接近华为的业内人士对AI财经社直言，“你可以理解为是赚钱加产业，双轮驱动。”</p><p>作为哈勃投资第一股，思瑞浦已于今年9月登陆科创板。截至12月30日收盘，思瑞浦股价已经涨到405元，是发行价（115.71元）的3.57倍，市值超过330亿元。按照上市前，哈勃以7200万元，32.13元/股增发认购224万股股份来计算，目前华为已经净赚8.5亿元。对比华为2020年上半年400多亿元的净利润，仅一个投资项目就有这么巨额的财务回报，赚钱能力非同一般。而思瑞浦是华为供应商，其销售收入中有近6成来自华为，华为订单的加持也让哈勃投资在资本市场上有更强的赚钱底气。</p><p>除了思瑞浦，同为华为供应商的灿勤科技、山东天岳、好达电子、东芯半导体等被投企业，也都在IPO的进程当中。有媒体称，灿勤科技上市后，保守估计，哈勃1.1亿元的投资，所占股份的市值将会超过7亿元，相当于短短半年就将增值6倍。</p><p>值得注意的一点是，华为在这轮投资中不惜以更高的比例参股，比如对庆虹电子的持股比例达到32.14%、云南鑫耀为23.91%、常州富烯科技为10%，中电科仪为10%。</p><p>投资标的占股比例不断增加，是哈勃投资比较明显的变化。据一位知情人士称，华为内部此前把很多投资比例控制在4.99%，低于5%这一基准线。该人士称，这是由于证券法规定，到达5%的持股比例后需要对外公布，也需要向监管机构报告；对于属于上市公司的，则应当同时向证券交易所报告。“华为不希望对外公布。”</p><p>但以哈勃投资出击的华为，现在显然打了一套与以往完全不同的组合拳。</p><p><b>9年前曾投资互联网，后解散团队</b></p><p>相比于腾讯和阿里在投资上的高调扩张，华为在投资方面一直颇为低调。一部名为《华为基本法》的公司制度中更是为这种投资取向进行了严格的限定：华为永远不进入信息服务业，永远不去进入主行业以外的行业。</p><p>但实际情况是，华为过去也曾“偷吃过禁果”，并在那个阶段的尝试中收获了巨大的财务回报。</p><p>图/视觉中国</p><p>当年华为负责投资的部门是企业发展部。据了解，2011年时企业发展部的负责人为郭平，也是华为现任三位轮值董事长之一。这个部门负责华为合资、并购和风险投资，华为几起重要的海外收购案就是由该部门来主导。华三、华赛和华为海缆等业务当年也均由该部门运作。</p><p>“华为当时对国内的投资逻辑以财务回报为主要目的，要求不能跟主业有冲突，最好能协同。”华为老兵戴辉对AI财经社称。他曾是企业发展部中参与风险投资的成员之一。</p><p>戴辉向AI财经社回忆，2011年有三个重要的风投项目分别是润和软件、暴风影音和昆仑万维。这三家公司所涉及到的领域有软件、物联网、视频和游戏，而这些并不是华为的主业。</p><p>当时企业发展部的做法与今天的哈勃投资有相似之处，也需要与相应部门共同探讨，而这三个项目都是由朱波深度参与和主导的。据媒体报道，2008年下半年，华为设立了互联网业务部，归属于华为业务和软件产品线，由空降过来的朱波担任该部门的首席市场官，后来朱又被任命为互联网业务部总裁。2010年，互联网业务部并入了消费者事业群旗下。</p><p>朱波在2012年离职后曾在公开场合表示，因为华为当时有意往服务和互联网发展，因此自己才选择加入。其中对互联网游戏商昆仑万维的投资就是朱波一手引入的。</p><p>如今看来，除了润和软件之后与华为在物联网、鸿蒙生态等方面有深度合作外，昆仑万维和暴风影音跟华为并没有实质的业务协同，即便华为手机业务需要游戏和影音内容，但总的说来，这两个投资更像是一场纯粹的财务投资。</p><p>华为在这三家公司上市前对其进行了数千万美元到2亿美元不等的投资，随后在其上市后解禁卖出，大赚了几十倍。</p><p>一位接近华为的人士对AI财经社透露，2015年暴风影音上市，创造了36个涨停板，股价从最低的9.43元一路上涨到327.01元，被誉为当年第一妖股，“任正非对此非常震怒”。暴风影音这样的表现，让坊间在议论中将其与华为联系在一起。“任正非生气的原因可能是，觉得华为赚这样的钱有损声誉，华为不想和这些沾上边。”</p><p>不过，早在暴风影音上市四年前的2011年10月，风险投资在华为就被叫停，相关团队被解散，华为宣布要聚焦主业。当时被“失业”的戴辉称，自己感到了巨大的失落。他认为，这种模式是很成功的，内部正要大干一场，后来突然说不让做风投，大家就作鸟兽散了。</p><p>当时华为的消费者业务和企业业务正在发展的关键时期，公司希望能够集中精力发展主业务。也有说法称，任正非担心这样赚钱太容易，会磨灭大家的斗志，就没人愿意做研发了。据另一知情人士透露，后来以任正非的名义下发文件，宣布调整华为的投资战略，只做跟自己主营相关的投资，而这里的主业仅限于通讯设备这个“苦活累活”行业。</p><p>同时期，华为对国外的投资策略则完全不同，以收购关键技术为主，融入到华为，而不以纯粹的财务投资为目标。</p><p>比如2012年和2013年，华为分别收购了CIP和比利时的Caliopa，前者是英国集成光子研究中心，后者则致力于数据通信和电信市场的硅光子技术。2014年，华为又以2600万美元与德国博世和美国赛灵思共同投资XMOS公司，这家公司在物联网领域专攻高性能传感器。</p><p>此外，华为还曾在2010年以800万欧元并购M4S，将其4G射频芯片收入囊中。2011年以5.3亿美元并购合资公司赛门铁克，2016年1.5亿美元收购以色列芯片设计公司Toga Networks。</p><p>显然，华为通过对这些外资公司的并购，获得了主业务发展所需的部分关键技术，或以较低的成本得到了当地通信行业的牌照或资质。</p><p>不过在征战海外的过程中，华为也遭遇了几次失败。比如，2008年，在美国政界以安全为由否决了华为收购3com；2010年，华为欲以200万美元收购即将破产的美国三叶系统公司特定资产，其中包含若干涉及高性能计算领域的核心技术，也被以同样的理由打断。看来，美国在10多年前就已经开始隔断华为了。</p><p><b>与大船一起乘风破浪，但也要提防暗礁</b></p><p>观察华为投资，它表现出目标明确、对一些领域极为执着、下手快准狠的特点。</p><p>比如这次投资的EDA企业九同方，有业内人士向AI财经社透露，在国内十五六家EDA企业中，九同方目前的水平“几乎是垫底的”。该人士称，这家企业此前只有10多个人。</p><p>AI财经社了解到，华为在投资九同方之前，与国内最强的EDA企业华大九天合作。双方曾商量必须在两三年之内解决EDA卡脖子技术，“一二三列出单子，哪些是你能做的，不能做的华为自己做”。但接近华大九天的人称，即便有这样紧密的合作关系，华大九天的股东CEC（中国电子）并不同意华为入股这家企业。而华为并没有放弃，转投了非常愿意接受华为投资的九同方。</p><p>华为在模拟芯片、碳化硅器件等领域也都有锲而不舍的案例。</p><p>对于被投公司而言，与华为投资共舞，会获得采购大单、技术联合攻关等资源，这些资源能让势单力薄的半导体企业“像坐上一艘大船一样乘风破浪”，也可能遭遇潜藏在海底的暗礁，企业可能要忍受华为的强绑定和强大控制力带来的不确定性。</p><p>以成功上市的思瑞浦为例，这家公司主营模拟芯片，在引入华为之前，活得异常艰难。2012年成立之后，思瑞浦一度因为市场表现太差，而陷入生死存亡之际，而后在东华芯创投的注资下，才保住了公司。但直到2018年，公司仍亏损882万元。</p><p>根据思瑞浦招股书，神秘客户A在2019年为其贡献了1.73亿元的销售额，占其当年总营收的57.13%，这帮助思瑞浦整体营收超过3亿元，净利润突破7000万元，为其之后IPO扫清了障碍。尽管招股书中未披露A的具体身份，但结合一些关联信息，A即为华为。</p><p>另一家灿勤科技更夸张，其增长几乎全部依靠华为。这家公司主营5G介质波导滤波器，是5G宏基站核心射频器的关键器件之一。2017年，灿勤科技营收为1.2亿元，净利润只有2800万元。引入华为后，2019年灿勤科技营收达14亿元，净利润涨至7.2亿元。在短短的时间里，营收增长11倍，净利润则膨胀了25倍。</p><p>2019年，华为对灿勤科技的采购额占了其总营收的92.14%。到了2020年上半年，华为的占比仍没有下降的趋势，6.8亿元的采购额贡献了灿勤总营收的92.68%。</p><p>可以说，灿勤科技因为华为而收获了一张漂亮的财务报表和充沛的资金，但同时，它也陷入了对华为的重度依赖之中，从吃百家饭变成了专靠华为供养的公司。这对第三方芯片供应商来说，也是危险的。</p><p>一位行业人士称，并不是所有企业都愿意接受华为投资。他解释，华为在很多投资上表现得非常强势，狼性的控制欲望和扩张欲望很强，通常留给被投企业的选择并不多。</p><p>AI财经社获悉，曾经华为想要投资一个半导体器件的项目，华为提出的条件是想要通过投资来控股该公司。这家企业不同意这个方案，华为又表示，希望能包下这家企业的产能，即采购其全部产品。另一家电源管理公司也曾面临华为提出的“二选一”，华为称要么投资，占股51%；要么将华为内部的人派驻到该公司，进行联合攻关。该企业最终拒绝了华为，理由是担心“最终我的公司就不是我的了”。</p><p>此前，一些半导体企业曾抱怨小米产业投资仅仅像是财务投资，在采购订单上对被投企业的加持不明显。相比较而言，华为对被投企业的影响更大更深，但企业适不适合拿这些投资，也是一个见仁见智的事情。但可以预见的是，如同阿里系、腾讯系之于互联网和群体广泛的行业，在电子信息行业，一个“华为系”或许正在诞生。</p>","source":"AI财经社","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华为神秘部门“被动”营业\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-31 00:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/_8HBAE5PLIHl0oSYxdi9yA><strong>AI财经社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>低调的华为哈勃投资，因为投资项目IPO或进入上市辅导不时见诸报端。有人称华为欲通过投资实现曲线突围，也有人认为其希望靠产业投资赚钱。对于被投公司而言，与华为投资共舞，会获得采购大单、技术联合攻关等资源，这些让势单力薄的半导体企业“像坐上一艘大船一样乘风破浪”，但也可能遭遇潜藏在海底的暗礁，企业有可能要忍受华为的强绑定和强大控制力带来的不确定性。“神秘”的华为投资很多人可能熟知华为是一家科技公司，但...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/_8HBAE5PLIHl0oSYxdi9yA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8776326a073f38b9df528ccba693d04","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/_8HBAE5PLIHl0oSYxdi9yA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126735417","content_text":"低调的华为哈勃投资，因为投资项目IPO或进入上市辅导不时见诸报端。有人称华为欲通过投资实现曲线突围，也有人认为其希望靠产业投资赚钱。对于被投公司而言，与华为投资共舞，会获得采购大单、技术联合攻关等资源，这些让势单力薄的半导体企业“像坐上一艘大船一样乘风破浪”，但也可能遭遇潜藏在海底的暗礁，企业有可能要忍受华为的强绑定和强大控制力带来的不确定性。“神秘”的华为投资很多人可能熟知华为是一家科技公司，但近年来可能忽略了它强大的投资公司角色。根据天眼查App显示，华为旗下哈勃投资12月26日再次出手，投资了国产EDA公司湖北九同方微电子有限公司（以下简称“九同方”）。这是一家从事的EDA软件研发的企业，其核心技术是美国对华禁运的卡脖子技术之一。当然，这家公司也承载着中国半导体的“芯酸之事”。图/视觉中国不得不提的是，这已经是自2019年4月成立以来，哈勃投资公开的第23起投资。除了九同方，最近半年以来，随着一些项目IPO或进入上市辅导，低调的哈勃投资不时见诸报端，一些人才意识到哈勃投资的存在，甚至因此戏称“华为的投资能力堪比顶级VC”。这家华为持股100%的投资机构，以美国第一巨型太空望远镜命名，华为对哈勃投资的注册资本由最初的7亿元，经过两次变更为27亿元。有人称华为欲通过哈勃投资实现半导体的曲线突围，也有认为其希望靠产业投资赚钱。而实际上，一位知情人士对AI财经社表示，哈勃投资的操作模式和决策机制与华为以往风格不太一样。担任哈勃投资董事长兼总经理的人为白熠，其在华为目前的职位是战略部副总裁，此前他也曾担任过华为财务管理办公室副总裁等。而华为战略部的职责，除了战略投资，还包括战略规划、品牌战略、标准等。但坊间传言称，哈勃投资和白熠并没有决策权。“团队在外找到项目后，实际值不值得投，不是哈勃来决定，而是由华为各事业部负责人拍板决策。”比如，所投项目与消费终端有关，那么由消费者BG的CEO余承东、甚至是华为终端手机产品线总裁何刚来决定是否投资。上述知情人士称，这个团队人数目前不超过10人，在华为内部“并没有什么人关注，毕竟公司的驱动不是来自投资”。这与十多年前华为做投资很不一样。当年不论是对国外各类并购案件，还是对国内企业暴风影音、昆仑万维、润和软件这类风险投资，最后一道流程都需要华为最高的管理团队EMT（华为执行管理团队）通过，任正非对这些投资“点头才行”。而现在，哈勃投资的项目并不会传递至EMT，“也跟任正非没有关系”。对此，接近华为的人士分析，这是因为此前华为的投资和并购都与公司发展方向密切相关，需要EMT来进行把关，而现在哈勃所进行的投资更为分散，因此将这种权力下放，有利于迅速出击。既然投资机制如此，华为的哈勃投资是为了“曲线救国”，还是为公司赚钱？梳理这些投资目录会发现，这23家被投的企业，大部分主营业务几乎都集中在半导体领域，涵盖了从半导体材料、EDA工具、设计到测试仪器在内的多个产业链环节，比如碳化硅材料供应商山东天岳、砷化镓和磷化铟材料供应商鑫耀半导体、主做模拟芯片的思瑞浦、车载通讯芯片研发商裕太微电子、5G测试仪器供应商中电科仪等，其中很多是卡脖子环节。从这点来看，华为有扶持半导体产业链的目的。一位接近华为的人士分析，由于美国的制裁，华为需要行动起来，“化整为零”，进行半导体产业链布局。但也有接近华为的业内人士对AI财经社直言，“你可以理解为是赚钱加产业，双轮驱动。”作为哈勃投资第一股，思瑞浦已于今年9月登陆科创板。截至12月30日收盘，思瑞浦股价已经涨到405元，是发行价（115.71元）的3.57倍，市值超过330亿元。按照上市前，哈勃以7200万元，32.13元/股增发认购224万股股份来计算，目前华为已经净赚8.5亿元。对比华为2020年上半年400多亿元的净利润，仅一个投资项目就有这么巨额的财务回报，赚钱能力非同一般。而思瑞浦是华为供应商，其销售收入中有近6成来自华为，华为订单的加持也让哈勃投资在资本市场上有更强的赚钱底气。除了思瑞浦，同为华为供应商的灿勤科技、山东天岳、好达电子、东芯半导体等被投企业，也都在IPO的进程当中。有媒体称，灿勤科技上市后，保守估计，哈勃1.1亿元的投资，所占股份的市值将会超过7亿元，相当于短短半年就将增值6倍。值得注意的一点是，华为在这轮投资中不惜以更高的比例参股，比如对庆虹电子的持股比例达到32.14%、云南鑫耀为23.91%、常州富烯科技为10%，中电科仪为10%。投资标的占股比例不断增加，是哈勃投资比较明显的变化。据一位知情人士称，华为内部此前把很多投资比例控制在4.99%，低于5%这一基准线。该人士称，这是由于证券法规定，到达5%的持股比例后需要对外公布，也需要向监管机构报告；对于属于上市公司的，则应当同时向证券交易所报告。“华为不希望对外公布。”但以哈勃投资出击的华为，现在显然打了一套与以往完全不同的组合拳。9年前曾投资互联网，后解散团队相比于腾讯和阿里在投资上的高调扩张，华为在投资方面一直颇为低调。一部名为《华为基本法》的公司制度中更是为这种投资取向进行了严格的限定：华为永远不进入信息服务业，永远不去进入主行业以外的行业。但实际情况是，华为过去也曾“偷吃过禁果”，并在那个阶段的尝试中收获了巨大的财务回报。图/视觉中国当年华为负责投资的部门是企业发展部。据了解，2011年时企业发展部的负责人为郭平，也是华为现任三位轮值董事长之一。这个部门负责华为合资、并购和风险投资，华为几起重要的海外收购案就是由该部门来主导。华三、华赛和华为海缆等业务当年也均由该部门运作。“华为当时对国内的投资逻辑以财务回报为主要目的，要求不能跟主业有冲突，最好能协同。”华为老兵戴辉对AI财经社称。他曾是企业发展部中参与风险投资的成员之一。戴辉向AI财经社回忆，2011年有三个重要的风投项目分别是润和软件、暴风影音和昆仑万维。这三家公司所涉及到的领域有软件、物联网、视频和游戏，而这些并不是华为的主业。当时企业发展部的做法与今天的哈勃投资有相似之处，也需要与相应部门共同探讨，而这三个项目都是由朱波深度参与和主导的。据媒体报道，2008年下半年，华为设立了互联网业务部，归属于华为业务和软件产品线，由空降过来的朱波担任该部门的首席市场官，后来朱又被任命为互联网业务部总裁。2010年，互联网业务部并入了消费者事业群旗下。朱波在2012年离职后曾在公开场合表示，因为华为当时有意往服务和互联网发展，因此自己才选择加入。其中对互联网游戏商昆仑万维的投资就是朱波一手引入的。如今看来，除了润和软件之后与华为在物联网、鸿蒙生态等方面有深度合作外，昆仑万维和暴风影音跟华为并没有实质的业务协同，即便华为手机业务需要游戏和影音内容，但总的说来，这两个投资更像是一场纯粹的财务投资。华为在这三家公司上市前对其进行了数千万美元到2亿美元不等的投资，随后在其上市后解禁卖出，大赚了几十倍。一位接近华为的人士对AI财经社透露，2015年暴风影音上市，创造了36个涨停板，股价从最低的9.43元一路上涨到327.01元，被誉为当年第一妖股，“任正非对此非常震怒”。暴风影音这样的表现，让坊间在议论中将其与华为联系在一起。“任正非生气的原因可能是，觉得华为赚这样的钱有损声誉，华为不想和这些沾上边。”不过，早在暴风影音上市四年前的2011年10月，风险投资在华为就被叫停，相关团队被解散，华为宣布要聚焦主业。当时被“失业”的戴辉称，自己感到了巨大的失落。他认为，这种模式是很成功的，内部正要大干一场，后来突然说不让做风投，大家就作鸟兽散了。当时华为的消费者业务和企业业务正在发展的关键时期，公司希望能够集中精力发展主业务。也有说法称，任正非担心这样赚钱太容易，会磨灭大家的斗志，就没人愿意做研发了。据另一知情人士透露，后来以任正非的名义下发文件，宣布调整华为的投资战略，只做跟自己主营相关的投资，而这里的主业仅限于通讯设备这个“苦活累活”行业。同时期，华为对国外的投资策略则完全不同，以收购关键技术为主，融入到华为，而不以纯粹的财务投资为目标。比如2012年和2013年，华为分别收购了CIP和比利时的Caliopa，前者是英国集成光子研究中心，后者则致力于数据通信和电信市场的硅光子技术。2014年，华为又以2600万美元与德国博世和美国赛灵思共同投资XMOS公司，这家公司在物联网领域专攻高性能传感器。此外，华为还曾在2010年以800万欧元并购M4S，将其4G射频芯片收入囊中。2011年以5.3亿美元并购合资公司赛门铁克，2016年1.5亿美元收购以色列芯片设计公司Toga Networks。显然，华为通过对这些外资公司的并购，获得了主业务发展所需的部分关键技术，或以较低的成本得到了当地通信行业的牌照或资质。不过在征战海外的过程中，华为也遭遇了几次失败。比如，2008年，在美国政界以安全为由否决了华为收购3com；2010年，华为欲以200万美元收购即将破产的美国三叶系统公司特定资产，其中包含若干涉及高性能计算领域的核心技术，也被以同样的理由打断。看来，美国在10多年前就已经开始隔断华为了。与大船一起乘风破浪，但也要提防暗礁观察华为投资，它表现出目标明确、对一些领域极为执着、下手快准狠的特点。比如这次投资的EDA企业九同方，有业内人士向AI财经社透露，在国内十五六家EDA企业中，九同方目前的水平“几乎是垫底的”。该人士称，这家企业此前只有10多个人。AI财经社了解到，华为在投资九同方之前，与国内最强的EDA企业华大九天合作。双方曾商量必须在两三年之内解决EDA卡脖子技术，“一二三列出单子，哪些是你能做的，不能做的华为自己做”。但接近华大九天的人称，即便有这样紧密的合作关系，华大九天的股东CEC（中国电子）并不同意华为入股这家企业。而华为并没有放弃，转投了非常愿意接受华为投资的九同方。华为在模拟芯片、碳化硅器件等领域也都有锲而不舍的案例。对于被投公司而言，与华为投资共舞，会获得采购大单、技术联合攻关等资源，这些资源能让势单力薄的半导体企业“像坐上一艘大船一样乘风破浪”，也可能遭遇潜藏在海底的暗礁，企业可能要忍受华为的强绑定和强大控制力带来的不确定性。以成功上市的思瑞浦为例，这家公司主营模拟芯片，在引入华为之前，活得异常艰难。2012年成立之后，思瑞浦一度因为市场表现太差，而陷入生死存亡之际，而后在东华芯创投的注资下，才保住了公司。但直到2018年，公司仍亏损882万元。根据思瑞浦招股书，神秘客户A在2019年为其贡献了1.73亿元的销售额，占其当年总营收的57.13%，这帮助思瑞浦整体营收超过3亿元，净利润突破7000万元，为其之后IPO扫清了障碍。尽管招股书中未披露A的具体身份，但结合一些关联信息，A即为华为。另一家灿勤科技更夸张，其增长几乎全部依靠华为。这家公司主营5G介质波导滤波器，是5G宏基站核心射频器的关键器件之一。2017年，灿勤科技营收为1.2亿元，净利润只有2800万元。引入华为后，2019年灿勤科技营收达14亿元，净利润涨至7.2亿元。在短短的时间里，营收增长11倍，净利润则膨胀了25倍。2019年，华为对灿勤科技的采购额占了其总营收的92.14%。到了2020年上半年，华为的占比仍没有下降的趋势，6.8亿元的采购额贡献了灿勤总营收的92.68%。可以说，灿勤科技因为华为而收获了一张漂亮的财务报表和充沛的资金，但同时，它也陷入了对华为的重度依赖之中，从吃百家饭变成了专靠华为供养的公司。这对第三方芯片供应商来说，也是危险的。一位行业人士称，并不是所有企业都愿意接受华为投资。他解释，华为在很多投资上表现得非常强势，狼性的控制欲望和扩张欲望很强，通常留给被投企业的选择并不多。AI财经社获悉，曾经华为想要投资一个半导体器件的项目，华为提出的条件是想要通过投资来控股该公司。这家企业不同意这个方案，华为又表示，希望能包下这家企业的产能，即采购其全部产品。另一家电源管理公司也曾面临华为提出的“二选一”，华为称要么投资，占股51%；要么将华为内部的人派驻到该公司，进行联合攻关。该企业最终拒绝了华为，理由是担心“最终我的公司就不是我的了”。此前，一些半导体企业曾抱怨小米产业投资仅仅像是财务投资，在采购订单上对被投企业的加持不明显。相比较而言，华为对被投企业的影响更大更深，但企业适不适合拿这些投资，也是一个见仁见智的事情。但可以预见的是，如同阿里系、腾讯系之于互联网和群体广泛的行业，在电子信息行业，一个“华为系”或许正在诞生。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305269839,"gmtCreate":1604993042221,"gmtModify":1703835623122,"author":{"id":"145904269873065","authorId":"145904269873065","name":"巴龙","avatar":"https://static.tigerbbs.com/34cfa860c0b535c4aa7ed44db9d577df","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"145904269873065","idStr":"145904269873065"},"themes":[],"htmlText":"<a 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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\">2020-11-05 18:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国总统大选选情反转，拜登强势反超！“拜登概念”大麻股盘前涨幅扩大，Sundial Growers Inc&nbsp;涨超24%，Aphria涨超17%，Tilray涨超32%，奥罗拉大麻公司涨超44%。拜登的竞选团队此前表示，如果当选，他们将使大麻合法化。</p><p><img src=\"https://static.tigerbbs.com/2a5b70515afe9fd89a0e4c42bfeb3302\" tg-width=\"875\" tg-height=\"848\">另外美股光伏概念股反弹，<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨超17%，<a href=\"https://laohu8.com/S/CSIQ\">阿特斯太阳能</a>涨超9%，<a href=\"https://laohu8.com/S/SPWR\">SunPower</a>涨超8%，Sunrun涨超7%，<a href=\"https://laohu8.com/S/FSLR\">第一太阳能</a>涨超5%。</p><p><img src=\"https://static.tigerbbs.com/28c6c9b81ee14682b6c54a7e274ad6d0\" tg-width=\"840\" tg-height=\"470\"></p><p></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff5ff2873826c6b15f70d63b35fff7cb","relate_stocks":{"TLRY":"Tilray Inc.","SNDL":"SNDL Inc.","APHA":"Aphria Inc.","ACB":"奥罗拉大麻公司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145313428","content_text":"美国总统大选选情反转，拜登强势反超！“拜登概念”大麻股盘前涨幅扩大，Sundial Growers 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11:30","market":"hk","language":"zh","title":"【广汽集团AH联袂上扬 埃安品牌或将独立 后续寻求科创板上市】","url":"https://stock-news.laohu8.com/highlight/detail?id=2077573512","media":"格隆汇","summary":"格隆汇10月23日丨广汽集团(2238.HK)涨约5%，广汽集团(601238.SH)亦涨超5%。日前，有国内媒体报道，广汽新能源旗下埃安品牌将于11月份独立，预计会在2020广州车展前夕正式对外公布。埃安品牌独立后，将会与广汽传祺构成广汽集团旗下两大品牌。后续可能会寻求科创板上市。","content":"<html><body><article><p>格隆汇10月23日丨<a href=\"https://laohu8.com/S/601238\">广汽集团</a>(2238.HK)涨约5%，<a href=\"https://laohu8.com/S/02238\">广汽集团</a>(601238.SH)亦涨超5%。日前，有国内媒体报道，广汽新能源旗下埃安品牌将于11月份独立，预计会在2020广州车展前夕正式对外公布。埃安品牌独立后，将会与广汽传祺构成广汽集团旗下两大品牌。后续可能会寻求科创板上市。</p></article></body></html>","source":"tencent","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>【广汽集团AH联袂上扬 埃安品牌或将独立 后续寻求科创板上市】</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ 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.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【广汽集团AH联袂上扬 埃安品牌或将独立 后续寻求科创板上市】\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-23 11:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010231130407b407f07&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇10月23日丨广汽集团(2238.HK)涨约5%，广汽集团(601238.SH)亦涨超5%。日前，有国内媒体报道，广汽新能源旗下埃安品牌将于11月份独立，预计会在2020广州车展前夕正式对外公布。埃安品牌独立后，将会与广汽传祺构成广汽集团旗下两大品牌。后续可能会寻求科创板上市。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010231130407b407f07&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8b4b1dec746396d3df4e89ac4cd29de6","relate_stocks":{"601238":"广汽集团","02238":"广汽集团"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010231130407b407f07&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2077573512","content_text":"格隆汇10月23日丨广汽集团(2238.HK)涨约5%，广汽集团(601238.SH)亦涨超5%。日前，有国内媒体报道，广汽新能源旗下埃安品牌将于11月份独立，预计会在2020广州车展前夕正式对外公布。埃安品牌独立后，将会与广汽传祺构成广汽集团旗下两大品牌。后续可能会寻求科创板上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301712423,"gmtCreate":1603765283362,"gmtModify":1703830609766,"author":{"id":"145904269873065","authorId":"145904269873065","name":"巴龙","avatar":"https://static.tigerbbs.com/34cfa860c0b535c4aa7ed44db9d577df","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"145904269873065","idStr":"145904269873065"},"themes":[],"htmlText":"期待","listText":"期待","text":"期待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301712423","repostId":"2077512995","repostType":2,"repost":{"id":"2077512995","pubTimestamp":1603424280,"share":"https://www.laohu8.com/m/news/2077512995?lang=&edition=full","pubTime":"2020-10-23 11:38","market":"hk","language":"zh","title":"传旗下埃安品牌将分拆上市 广汽集团A股涨5%H股涨近7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2077512995","media":"新浪港股","summary":"广汽新能源旗下埃安品牌将于11月份独立，后续可能寻求科创板上市，广汽集团H股涨6.67%，10月累涨24%；广汽集团A股涨超5%，10月累涨27%。日前，有国内媒体报道，广汽新能源旗下埃安品牌将于11月份独立，预计会在2020广州车展前夕正式对外公布。埃安品牌独立后，将会与广汽传祺构成广汽集团旗下两大品牌。后续可能会寻求科创板上市。责任编辑：张海营","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20201023113843086d235fg15id33oog\"/><p>广汽新能源旗下埃安品牌将于11月份独立，后续可能寻求科创板上市，<a href=\"https://laohu8.com/S/601238\">广汽集团</a>H股涨6.67%，10月累涨24%；<a href=\"https://laohu8.com/S/02238\">广汽集团</a>A股涨超5%，10月累涨27%。</p><p>日前，有国内媒体报道，广汽新能源旗下埃安品牌将于11月份独立，预计会在2020广州车展前夕正式对外公布。埃安品牌独立后，将会与广汽传祺构成广汽集团旗下两大品牌。后续可能会寻求科创板上市。</p><p>责任编辑：张海营</p></article></body></html>","source":"tencent","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>传旗下埃安品牌将分拆上市 广汽集团A股涨5%H股涨近7%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010231138437ac25ffe&s=b><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>广汽新能源旗下埃安品牌将于11月份独立，后续可能寻求科创板上市，广汽集团H股涨6.67%，10月累涨24%；广汽集团A股涨超5%，10月累涨27%。日前，有国内媒体报道，广汽新能源旗下埃安品牌将于11月份独立，预计会在2020广州车展前夕正式对外公布。埃安品牌独立后，将会与广汽传祺构成广汽集团旗下两大品牌。后续可能会寻求科创板上市。责任编辑：张海营</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010231138437ac25ffe&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aaf10f59d529fccc557480730989e342","relate_stocks":{"601238":"广汽集团","02238":"广汽集团"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010231138437ac25ffe&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2077512995","content_text":"广汽新能源旗下埃安品牌将于11月份独立，后续可能寻求科创板上市，广汽集团H股涨6.67%，10月累涨24%；广汽集团A股涨超5%，10月累涨27%。日前，有国内媒体报道，广汽新能源旗下埃安品牌将于11月份独立，预计会在2020广州车展前夕正式对外公布。埃安品牌独立后，将会与广汽传祺构成广汽集团旗下两大品牌。后续可能会寻求科创板上市。责任编辑：张海营","news_type":1},"isVote":1,"tweetType":1,"viewCount":2482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974847181,"gmtCreate":1601019647543,"gmtModify":1703823355373,"author":{"id":"145904269873065","authorId":"145904269873065","name":"巴龙","avatar":"https://static.tigerbbs.com/34cfa860c0b535c4aa7ed44db9d577df","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"145904269873065","idStr":"145904269873065"},"themes":[],"htmlText":"跌得稀里哗啦[黑眼圈]&nbsp;","listText":"跌得稀里哗啦[黑眼圈]&nbsp;","text":"跌得稀里哗啦[黑眼圈]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/974847181","isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975817672,"gmtCreate":1600650870796,"gmtModify":1703821947885,"author":{"id":"145904269873065","authorId":"145904269873065","name":"巴龙","avatar":"https://static.tigerbbs.com/34cfa860c0b535c4aa7ed44db9d577df","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"145904269873065","idStr":"145904269873065"},"themes":[],"htmlText":"新的一周多挣钱","listText":"新的一周多挣钱","text":"新的一周多挣钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975817672","isVote":1,"tweetType":1,"viewCount":1079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":972109164,"gmtCreate":1600132317858,"gmtModify":1703820422147,"author":{"id":"145904269873065","authorId":"145904269873065","name":"巴龙","avatar":"https://static.tigerbbs.com/34cfa860c0b535c4aa7ed44db9d577df","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"145904269873065","idStr":"145904269873065"},"themes":[],"htmlText":"<a 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