米朵Rita的个人主页 - 老虎社区

米朵Rita

米朵Rita

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IP属地：广东

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0勋章

2021-08-17

这篇文章不错，转发给大家看看

@知行合一稳增长:$苹果(AAPL)$$亚马逊(AMZN)$$特斯拉(TSLA)$$微软(MSFT)$$波音(BA)$祝大家发财

2021-07-20

$Ardelyx(ARDX)$坐等美国散户起床

2021-05-11

124已经抄底

抱歉，原内容已删除

2020-10-01

$Yalla Group(YALA)$$Yalla Group(YALA)$ 这次用23万打新，才中290股，从10块跌到8.1才放到我账户，感觉非常差！以后不再打新，并且尽快换劵商

2020-08-13

牛逼！

特斯拉盘中涨6%，年初至今涨超280%

2020-04-15

我昨天刚买了格力

格力暴雷震惊投资圈！行业遇冷还是中国消费面临巨变？

2020-04-14

$特斯拉(TSLA)$神奇的特斯拉

2020-03-25

2020-03-18

$二倍做多VIX波动率指数短期期权ETN(TVIX)$今天不想卖了，睡觉😪

2020-03-16

$波音(BA)$三年前的这个2月我参观了百年波音

凌晨4点收盘前15分钟醒来看到波音，我愿意为了这个缘分买单，一定还会跌，但是我想三年后再来看看，以此为据[愉快]

2020-03-16

$二倍做多VIX波动率指数短期期权ETN(TVIX)$刚才怕死488价格卖出止赢的，不知怎么手误多按了10股，变成了空10股

2020-03-07

$二倍做多VIX波动率指数短期期权ETN(TVIX)$$标普500ETF(SPY)$$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$$纳指三倍做多ETF(TQQQ)$$纳指三倍做多ETF(TQQQ)$$纳斯达克(.IXIC)$收盘最后一小时发生了什么🤔

去老虎APP查看更多动态

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[比心]","images":[{"img":"https://static.tigerbbs.com/e4f4f82a0f5e2bb9e10fc9dcf28a2396","width":"827","height":"904"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833943177","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178058973,"gmtCreate":1626774781592,"gmtModify":1626774781592,"author":{"id":"3458689978516824","authorId":"3458689978516824","name":"米朵Rita","avatar":"https://static.laohu8.com/234730a39fa6b87c187255d34420b165","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458689978516824","authorIdStr":"3458689978516824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARDX\">$Ardelyx(ARDX)$</a>坐等美国散户起床","listText":"<a 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这次用23万打新，才中290股，从10块跌到8.1才放到我账户，感觉非常差！以后不再打新，并且尽快换劵商","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/977878291","isVote":1,"tweetType":1,"viewCount":6852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3437864438698016","authorId":"3437864438698016","name":"小do","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"idStr":"3437864438698016","authorIdStr":"3437864438698016"},"content":"23万美金吗，这么多钱，为啥不打港股医药呢，一手都能上万","text":"23万美金吗，这么多钱，为啥不打港股医药呢，一手都能上万","html":"23万美金吗，这么多钱，为啥不打港股医药呢，一手都能上万"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947256957,"gmtCreate":1597333506779,"gmtModify":1704215465035,"author":{"id":"3458689978516824","authorId":"3458689978516824","name":"米朵Rita","avatar":"https://static.laohu8.com/234730a39fa6b87c187255d34420b165","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458689978516824","authorIdStr":"3458689978516824"},"themes":[],"htmlText":"牛逼！","listText":"牛逼！","text":"牛逼！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947256957","repostId":"2059992634","repostType":4,"repost":{"id":"2059992634","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":1597329594,"share":"https://www.laohu8.com/m/news/2059992634?lang=&edition=full","pubTime":"2020-08-13 22:39","market":"us","language":"zh","title":"特斯拉盘中涨6%，年初至今涨超280%","url":"https://stock-news.laohu8.com/highlight/detail?id=2059992634","media":"老虎资讯综合","summary":"今年上半年，特斯拉在美汽车销量预计为8.75万至9.4万辆。","content":"<p>8月13日周四，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘中涨幅扩大至超6%，截至发稿报1647.38美元/股，年初至今股价累计上涨超280%。</p><p>特斯拉8月11日宣布1:5拆股后股价连续上涨，周三涨幅超13%。</p><p><img src=\"https://static.tigerbbs.com/29b8b1ca02067fdddaf8cf79728e8192\" tg-width=\"840\" tg-height=\"470\"></p><p>消息面上，加州新车经销商协会（CNCDA）的数据显示，2020年上半年，美国售出了约648.0506万辆汽车，同比减少23.5%。</p><p>特斯拉在全美的市场份额为1.4%，由此可以推算出，今年上半年，该公司在美国的汽车销量约为9.075万辆。但由于实际数字可能会多/少3250辆，因此特斯拉在美国的汽车销量预计为8.75万至9.4万辆。</p><p>据外媒报道，2020年上半年，特斯拉在全球范围内交付了17.9387万辆汽车，其中在欧洲交付了大约4万辆汽车，在中国交付了大约5万辆汽车。</p><p>尽管由于受疫情影响，特斯拉的弗里蒙特工厂在今年上半年停工了一个多月，但Model 3的交付量还是挺不错的，这主要得益于该公司上海工厂Model 3产能的不断提升。</p><p>相关机构的数据显示，今年上半年，Model 3在全球范围内交付了14.2346万辆，是唯一一款交付量超过10万的电动汽车。具体来说，特斯拉在欧洲交付了3.3万多辆Model 3，在中国交付了4.7565万辆Model 3。</p><p>虽然在今年第二季度受到了新冠疫情的严重影响，但特斯拉的表现还是相对较好。该公司第二季度交付了约9.065万辆汽车，大大高于预期的7.413万辆，与去年同期相比仅下降5%，而其他大多数汽车制造商的交付量下降了30%或更多。如今，该公司计划在2020年第三季度再创电动汽车交付量新高。</p><p>此外，今年8月初，外媒报道称，特斯拉计划大幅提高下半年电动汽车的交付量，交付量可能超过30万辆，接近上半年的两倍。</p><p>此前，特斯拉表示，今年交付50万辆汽车仍是其目标，尽管现在要实现这一目标变得更加困难。</p><p></p>","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>特斯拉盘中涨6%，年初至今涨超280%</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特斯拉盘中涨6%，年初至今涨超280%\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\">2020-08-13 22:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月13日周四，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘中涨幅扩大至超6%，截至发稿报1647.38美元/股，年初至今股价累计上涨超280%。</p><p>特斯拉8月11日宣布1:5拆股后股价连续上涨，周三涨幅超13%。</p><p><img src=\"https://static.tigerbbs.com/29b8b1ca02067fdddaf8cf79728e8192\" tg-width=\"840\" tg-height=\"470\"></p><p>消息面上，加州新车经销商协会（CNCDA）的数据显示，2020年上半年，美国售出了约648.0506万辆汽车，同比减少23.5%。</p><p>特斯拉在全美的市场份额为1.4%，由此可以推算出，今年上半年，该公司在美国的汽车销量约为9.075万辆。但由于实际数字可能会多/少3250辆，因此特斯拉在美国的汽车销量预计为8.75万至9.4万辆。</p><p>据外媒报道，2020年上半年，特斯拉在全球范围内交付了17.9387万辆汽车，其中在欧洲交付了大约4万辆汽车，在中国交付了大约5万辆汽车。</p><p>尽管由于受疫情影响，特斯拉的弗里蒙特工厂在今年上半年停工了一个多月，但Model 3的交付量还是挺不错的，这主要得益于该公司上海工厂Model 3产能的不断提升。</p><p>相关机构的数据显示，今年上半年，Model 3在全球范围内交付了14.2346万辆，是唯一一款交付量超过10万的电动汽车。具体来说，特斯拉在欧洲交付了3.3万多辆Model 3，在中国交付了4.7565万辆Model 3。</p><p>虽然在今年第二季度受到了新冠疫情的严重影响，但特斯拉的表现还是相对较好。该公司第二季度交付了约9.065万辆汽车，大大高于预期的7.413万辆，与去年同期相比仅下降5%，而其他大多数汽车制造商的交付量下降了30%或更多。如今，该公司计划在2020年第三季度再创电动汽车交付量新高。</p><p>此外，今年8月初，外媒报道称，特斯拉计划大幅提高下半年电动汽车的交付量，交付量可能超过30万辆，接近上半年的两倍。</p><p>此前，特斯拉表示，今年交付50万辆汽车仍是其目标，尽管现在要实现这一目标变得更加困难。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2059992634","content_text":"8月13日周四，特斯拉盘中涨幅扩大至超6%，截至发稿报1647.38美元/股，年初至今股价累计上涨超280%。特斯拉8月11日宣布1:5拆股后股价连续上涨，周三涨幅超13%。消息面上，加州新车经销商协会（CNCDA）的数据显示，2020年上半年，美国售出了约648.0506万辆汽车，同比减少23.5%。特斯拉在全美的市场份额为1.4%，由此可以推算出，今年上半年，该公司在美国的汽车销量约为9.075万辆。但由于实际数字可能会多/少3250辆，因此特斯拉在美国的汽车销量预计为8.75万至9.4万辆。据外媒报道，2020年上半年，特斯拉在全球范围内交付了17.9387万辆汽车，其中在欧洲交付了大约4万辆汽车，在中国交付了大约5万辆汽车。尽管由于受疫情影响，特斯拉的弗里蒙特工厂在今年上半年停工了一个多月，但Model 3的交付量还是挺不错的，这主要得益于该公司上海工厂Model 3产能的不断提升。相关机构的数据显示，今年上半年，Model 3在全球范围内交付了14.2346万辆，是唯一一款交付量超过10万的电动汽车。具体来说，特斯拉在欧洲交付了3.3万多辆Model 3，在中国交付了4.7565万辆Model 3。虽然在今年第二季度受到了新冠疫情的严重影响，但特斯拉的表现还是相对较好。该公司第二季度交付了约9.065万辆汽车，大大高于预期的7.413万辆，与去年同期相比仅下降5%，而其他大多数汽车制造商的交付量下降了30%或更多。如今，该公司计划在2020年第三季度再创电动汽车交付量新高。此外，今年8月初，外媒报道称，特斯拉计划大幅提高下半年电动汽车的交付量，交付量可能超过30万辆，接近上半年的两倍。此前，特斯拉表示，今年交付50万辆汽车仍是其目标，尽管现在要实现这一目标变得更加困难。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":926097862,"gmtCreate":1586923608156,"gmtModify":1704362542036,"author":{"id":"3458689978516824","authorId":"3458689978516824","name":"米朵Rita","avatar":"https://static.laohu8.com/234730a39fa6b87c187255d34420b165","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3458689978516824","authorIdStr":"3458689978516824"},"themes":[],"htmlText":"我昨天刚买了格力[捂脸]&nbsp;[捂脸]&nbsp;","listText":"我昨天刚买了格力[捂脸]&nbsp;[捂脸]&nbsp;","text":"我昨天刚买了格力[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/926097862","repostId":"1150418869","repostType":4,"repost":{"id":"1150418869","kind":"news","pubTimestamp":1586921959,"share":"https://www.laohu8.com/m/news/1150418869?lang=&edition=full","pubTime":"2020-04-15 11:39","market":"sh","language":"zh","title":"格力暴雷震惊投资圈！行业遇冷还是中国消费面临巨变？","url":"https://stock-news.laohu8.com/highlight/detail?id=1150418869","media":"全天候科技","summary":"4 月 14 日晚间，格力电器发布的2019 年度及2020年第一季度业绩快报震惊了投资圈。业绩快报显示，格力电器2019 年实现2005.08 亿元营业总收入，同比增长 0.24%；年度归母净利润 ","content":"<p>4 月 14 日晚间，<a href=\"https://laohu8.com/S/000651\">格力电器</a>发布的2019 年度及2020年第一季度业绩快报震惊了投资圈。</p><p>业绩快报显示，格力电器2019 年实现2005.08 亿元营业总收入，同比增长 0.24%；年度归母净利润 246.72 亿元，同比下滑 5.84%。</p><p>从四季度来看，当季实现收入 438.32 亿元，同比下滑 12.29%；<b>实现归母净利润 25.55亿元，同比下滑幅度达49.76%。</b></p><p>在今年一季度，格力预计实现营业总收入 207-229 亿元，同比下滑44%-50%；<b>预计实现归母净利润 13.3 亿元-17.1 亿元，同比下滑幅度高达70%-77%。</b></p><p><b>发生了什么？</b></p><p>格力电器董事长董明珠4月14日在接受央视财经连线采访时表示，<b>公司2月、3月空调销售几乎为零，仅2月就亏了200亿元。</b></p><p>受新冠肺炎疫情影响，格力电器今年一季度利润大幅下滑容易理解。为何去年四季度在并未受到疫情冲击的情况下，利润跌幅依然接近50%？</p><p>这要从去年整个空调市场的境况说起。</p><p>据<a href=\"https://laohu8.com/S/601066\">中信建投</a>分析师陈伟奇、花小伟总结，在经济增长放缓、地产市场萎靡及贸易形势等因素影响下，2019 年初空调增长就开始失速，后续 618 大促及旺季销售仍未见起色，行业整体承压。中怡康数据显示，2019全年国内空调零售额规模同比下滑 7.29%。</p><p>行业遇冷叠加新能效政策实施后的变频化预期，促使2019年空调行业众多企业采取大力度促销措施提振销售，在保证业绩增长的同时对定频及变频三级产品进行集中出清，行业竞争日益激烈。</p><p>格力因此也于去年下半年在销售端做出重大调整。</p><p>一方面，在2020新冷年开盘期间大力度提升经销商返利、通补力度，小幅下调终端零售价，减轻经销商出货及资金压力。</p><p>另一方面，<b>公司于 11 月先后推出“30 亿”与“百亿”让利活动，给予经销商补价政策，推动公司销售及低端机库存出清。这些动作对格力电器营收和利润都带来较大影响。</b></p><p>2020年开年，又因为新冠肺炎疫情影响，白电行业从生产到零售端普遍承受较大压力。奥维云网数据显示，<b>2020 年一季度白电整体零售额降幅在 45%左右</b>。</p><p>对格力来说，在疫情影响下，公司及上下游供应商不能及时复工复产，相关订单、安装工作难以开展。同时终端销售市场几乎冻结，经销商库存负担，资金压力普遍较重，淡季提货积极性大幅降低。</p><p><b>分析师：长期价值依然确定</b></p><p>对于格力电器去年四季度和今年一季度利润的大幅下滑，多名分析师认为，短期内因疫情影响格力业绩承压，但该公司长期价值依然确定。</p><p>从去年四季度的情况来看，中信建投认为，利润的大跌主要因为低端机提货占比提升以及让利活动中产生的大幅度价格补贴所致。从结果来看，<b>促销活动中公司新能效淘汰机型得到有效出清，经销商资金压力部分释放，四季度公司市场份额显著提振，行业格局进一步明晰。</b></p><p>在如今面临疫情考验的情况下，格力近日推出了30-60亿元大额股份回购。据中信建投，按照去年三季度末数据计算，此次回购金额的上限 60 亿元约占公司总资产的2.06%、约占公司净资产的 5.95%，约占公司货币资金的 4.40%，回购不会对公司的经营、财务和未来发展产生重大影响。</p><p>中信建投认为，这一大手笔回购充分彰显对公司发展信心，同时也将进一步构建管理管理团队的长期激励与约束机制，确保公司长期目标与价值的稳步实现。</p><p>此外，2020 版空调新能效国标将于 7 月 1 日正式实施，这将使中国空调行业对标日本，出现空调“全变频化”趋势。</p><p><b>而格力借助 2019 年双十一大力度让利促销活动，对定频机与低能效变频机进行了一次集中处理，目前公司库存中，新能效规定的淘汰机型占比已大幅降低，整体库存结构趋于优化。</b></p><p>中信建投称，格力有望借助新能效推行洗牌契机，进一步扩大销售份额。疫情期间虽然业绩短暂遇冷，但是<b>经营韧性仍在，目前估值处于底部。</b></p><p>民生证券也提到，4月以来随疫情冲击减弱，生产端基本已实现了复工复产，同时据经销商反馈终端销售情况逐周有所好转，并有望在五一黄金周前后恢复到正常水平，一季度滞后的装修及购置需求有望逐步释放。</p><p>尽管全年行业价格战预期仍在，但考虑到一季度销售停滞冲击下部分地方性品牌退出市场，以及 7 月 1 日新能效标准等级实施后中小品牌的进一步出清，龙头份额有望稳步提升，一定程度上缓解较为紧张的竞争及增长压力。</p><p>民生证券认为，综合来看行业竞争格局有望逐渐明晰，预计价格战对龙头影响有限，全年业绩有望表现出韧性。在销售复苏预期下，核心资产估值修复值得期待。</p>","source":"awtmt_stock","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>格力暴雷震惊投资圈！行业遇冷还是中国消费面临巨变？</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{ 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年实现2005.08 亿元营业总收入，同比增长 0.24%；年度归母净利润 246.72 亿元，同比下滑 5.84%。从四季度来看，当季实现收入 438.32 亿元，同比下滑 12.29%；实现归母净利润 25.55亿元，同比下滑幅度达49.76%。在今年一季度，格力预计实现营业总收入 207-229 亿元，同比下滑44%-50%；预计实现归母净利润 13.3 亿元-17.1 亿元，同比下滑幅度高达70%-77%。发生了什么？格力电器董事长董明珠4月14日在接受央视财经连线采访时表示，公司2月、3月空调销售几乎为零，仅2月就亏了200亿元。受新冠肺炎疫情影响，格力电器今年一季度利润大幅下滑容易理解。为何去年四季度在并未受到疫情冲击的情况下，利润跌幅依然接近50%？这要从去年整个空调市场的境况说起。据中信建投分析师陈伟奇、花小伟总结，在经济增长放缓、地产市场萎靡及贸易形势等因素影响下，2019 年初空调增长就开始失速，后续 618 大促及旺季销售仍未见起色，行业整体承压。中怡康数据显示，2019全年国内空调零售额规模同比下滑 7.29%。行业遇冷叠加新能效政策实施后的变频化预期，促使2019年空调行业众多企业采取大力度促销措施提振销售，在保证业绩增长的同时对定频及变频三级产品进行集中出清，行业竞争日益激烈。格力因此也于去年下半年在销售端做出重大调整。一方面，在2020新冷年开盘期间大力度提升经销商返利、通补力度，小幅下调终端零售价，减轻经销商出货及资金压力。另一方面，公司于 11 月先后推出“30 亿”与“百亿”让利活动，给予经销商补价政策，推动公司销售及低端机库存出清。这些动作对格力电器营收和利润都带来较大影响。2020年开年，又因为新冠肺炎疫情影响，白电行业从生产到零售端普遍承受较大压力。奥维云网数据显示，2020 年一季度白电整体零售额降幅在 45%左右。对格力来说，在疫情影响下，公司及上下游供应商不能及时复工复产，相关订单、安装工作难以开展。同时终端销售市场几乎冻结，经销商库存负担，资金压力普遍较重，淡季提货积极性大幅降低。分析师：长期价值依然确定对于格力电器去年四季度和今年一季度利润的大幅下滑，多名分析师认为，短期内因疫情影响格力业绩承压，但该公司长期价值依然确定。从去年四季度的情况来看，中信建投认为，利润的大跌主要因为低端机提货占比提升以及让利活动中产生的大幅度价格补贴所致。从结果来看，促销活动中公司新能效淘汰机型得到有效出清，经销商资金压力部分释放，四季度公司市场份额显著提振，行业格局进一步明晰。在如今面临疫情考验的情况下，格力近日推出了30-60亿元大额股份回购。据中信建投，按照去年三季度末数据计算，此次回购金额的上限 60 亿元约占公司总资产的2.06%、约占公司净资产的 5.95%，约占公司货币资金的 4.40%，回购不会对公司的经营、财务和未来发展产生重大影响。中信建投认为，这一大手笔回购充分彰显对公司发展信心，同时也将进一步构建管理管理团队的长期激励与约束机制，确保公司长期目标与价值的稳步实现。此外，2020 版空调新能效国标将于 7 月 1 日正式实施，这将使中国空调行业对标日本，出现空调“全变频化”趋势。而格力借助 2019 年双十一大力度让利促销活动，对定频机与低能效变频机进行了一次集中处理，目前公司库存中，新能效规定的淘汰机型占比已大幅降低，整体库存结构趋于优化。中信建投称，格力有望借助新能效推行洗牌契机，进一步扩大销售份额。疫情期间虽然业绩短暂遇冷，但是经营韧性仍在，目前估值处于底部。民生证券也提到，4月以来随疫情冲击减弱，生产端基本已实现了复工复产，同时据经销商反馈终端销售情况逐周有所好转，并有望在五一黄金周前后恢复到正常水平，一季度滞后的装修及购置需求有望逐步释放。尽管全年行业价格战预期仍在，但考虑到一季度销售停滞冲击下部分地方性品牌退出市场，以及 7 月 1 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[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/926097862","repostId":"1150418869","repostType":4,"repost":{"id":"1150418869","kind":"news","pubTimestamp":1586921959,"share":"https://www.laohu8.com/m/news/1150418869?lang=&edition=full","pubTime":"2020-04-15 11:39","market":"sh","language":"zh","title":"格力暴雷震惊投资圈！行业遇冷还是中国消费面临巨变？","url":"https://stock-news.laohu8.com/highlight/detail?id=1150418869","media":"全天候科技","summary":"4 月 14 日晚间，格力电器发布的2019 年度及2020年第一季度业绩快报震惊了投资圈。业绩快报显示，格力电器2019 年实现2005.08 亿元营业总收入，同比增长 0.24%；年度归母净利润 ","content":"<p>4 月 14 日晚间，<a href=\"https://laohu8.com/S/000651\">格力电器</a>发布的2019 年度及2020年第一季度业绩快报震惊了投资圈。</p><p>业绩快报显示，格力电器2019 年实现2005.08 亿元营业总收入，同比增长 0.24%；年度归母净利润 246.72 亿元，同比下滑 5.84%。</p><p>从四季度来看，当季实现收入 438.32 亿元，同比下滑 12.29%；<b>实现归母净利润 25.55亿元，同比下滑幅度达49.76%。</b></p><p>在今年一季度，格力预计实现营业总收入 207-229 亿元，同比下滑44%-50%；<b>预计实现归母净利润 13.3 亿元-17.1 亿元，同比下滑幅度高达70%-77%。</b></p><p><b>发生了什么？</b></p><p>格力电器董事长董明珠4月14日在接受央视财经连线采访时表示，<b>公司2月、3月空调销售几乎为零，仅2月就亏了200亿元。</b></p><p>受新冠肺炎疫情影响，格力电器今年一季度利润大幅下滑容易理解。为何去年四季度在并未受到疫情冲击的情况下，利润跌幅依然接近50%？</p><p>这要从去年整个空调市场的境况说起。</p><p>据<a href=\"https://laohu8.com/S/601066\">中信建投</a>分析师陈伟奇、花小伟总结，在经济增长放缓、地产市场萎靡及贸易形势等因素影响下，2019 年初空调增长就开始失速，后续 618 大促及旺季销售仍未见起色，行业整体承压。中怡康数据显示，2019全年国内空调零售额规模同比下滑 7.29%。</p><p>行业遇冷叠加新能效政策实施后的变频化预期，促使2019年空调行业众多企业采取大力度促销措施提振销售，在保证业绩增长的同时对定频及变频三级产品进行集中出清，行业竞争日益激烈。</p><p>格力因此也于去年下半年在销售端做出重大调整。</p><p>一方面，在2020新冷年开盘期间大力度提升经销商返利、通补力度，小幅下调终端零售价，减轻经销商出货及资金压力。</p><p>另一方面，<b>公司于 11 月先后推出“30 亿”与“百亿”让利活动，给予经销商补价政策，推动公司销售及低端机库存出清。这些动作对格力电器营收和利润都带来较大影响。</b></p><p>2020年开年，又因为新冠肺炎疫情影响，白电行业从生产到零售端普遍承受较大压力。奥维云网数据显示，<b>2020 年一季度白电整体零售额降幅在 45%左右</b>。</p><p>对格力来说，在疫情影响下，公司及上下游供应商不能及时复工复产，相关订单、安装工作难以开展。同时终端销售市场几乎冻结，经销商库存负担，资金压力普遍较重，淡季提货积极性大幅降低。</p><p><b>分析师：长期价值依然确定</b></p><p>对于格力电器去年四季度和今年一季度利润的大幅下滑，多名分析师认为，短期内因疫情影响格力业绩承压，但该公司长期价值依然确定。</p><p>从去年四季度的情况来看，中信建投认为，利润的大跌主要因为低端机提货占比提升以及让利活动中产生的大幅度价格补贴所致。从结果来看，<b>促销活动中公司新能效淘汰机型得到有效出清，经销商资金压力部分释放，四季度公司市场份额显著提振，行业格局进一步明晰。</b></p><p>在如今面临疫情考验的情况下，格力近日推出了30-60亿元大额股份回购。据中信建投，按照去年三季度末数据计算，此次回购金额的上限 60 亿元约占公司总资产的2.06%、约占公司净资产的 5.95%，约占公司货币资金的 4.40%，回购不会对公司的经营、财务和未来发展产生重大影响。</p><p>中信建投认为，这一大手笔回购充分彰显对公司发展信心，同时也将进一步构建管理管理团队的长期激励与约束机制，确保公司长期目标与价值的稳步实现。</p><p>此外，2020 版空调新能效国标将于 7 月 1 日正式实施，这将使中国空调行业对标日本，出现空调“全变频化”趋势。</p><p><b>而格力借助 2019 年双十一大力度让利促销活动，对定频机与低能效变频机进行了一次集中处理，目前公司库存中，新能效规定的淘汰机型占比已大幅降低，整体库存结构趋于优化。</b></p><p>中信建投称，格力有望借助新能效推行洗牌契机，进一步扩大销售份额。疫情期间虽然业绩短暂遇冷，但是<b>经营韧性仍在，目前估值处于底部。</b></p><p>民生证券也提到，4月以来随疫情冲击减弱，生产端基本已实现了复工复产，同时据经销商反馈终端销售情况逐周有所好转，并有望在五一黄金周前后恢复到正常水平，一季度滞后的装修及购置需求有望逐步释放。</p><p>尽管全年行业价格战预期仍在，但考虑到一季度销售停滞冲击下部分地方性品牌退出市场，以及 7 月 1 日新能效标准等级实施后中小品牌的进一步出清，龙头份额有望稳步提升，一定程度上缓解较为紧张的竞争及增长压力。</p><p>民生证券认为，综合来看行业竞争格局有望逐渐明晰，预计价格战对龙头影响有限，全年业绩有望表现出韧性。在销售复苏预期下，核心资产估值修复值得期待。</p>","source":"awtmt_stock","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>格力暴雷震惊投资圈！行业遇冷还是中国消费面临巨变？</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n格力暴雷震惊投资圈！行业遇冷还是中国消费面临巨变？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-15 11:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://awtmt.com/articles/3590288><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4 月 14 日晚间，格力电器发布的2019 年度及2020年第一季度业绩快报震惊了投资圈。业绩快报显示，格力电器2019 年实现2005.08 亿元营业总收入，同比增长 0.24%；年度归母净利润 246.72 亿元，同比下滑 5.84%。从四季度来看，当季实现收入 438.32 亿元，同比下滑 12.29%；实现归母净利润 25.55亿元，同比下滑幅度达49.76%。在今年一季度，格力预计实现...</p>\n\n<a href=\"https://awtmt.com/articles/3590288\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41d6828c57bd869d8fd1acd2f06bebb9","relate_stocks":{"000651":"格力电器"},"source_url":"https://awtmt.com/articles/3590288","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150418869","content_text":"4 月 14 日晚间，格力电器发布的2019 年度及2020年第一季度业绩快报震惊了投资圈。业绩快报显示，格力电器2019 年实现2005.08 亿元营业总收入，同比增长 0.24%；年度归母净利润 246.72 亿元，同比下滑 5.84%。从四季度来看，当季实现收入 438.32 亿元，同比下滑 12.29%；实现归母净利润 25.55亿元，同比下滑幅度达49.76%。在今年一季度，格力预计实现营业总收入 207-229 亿元，同比下滑44%-50%；预计实现归母净利润 13.3 亿元-17.1 亿元，同比下滑幅度高达70%-77%。发生了什么？格力电器董事长董明珠4月14日在接受央视财经连线采访时表示，公司2月、3月空调销售几乎为零，仅2月就亏了200亿元。受新冠肺炎疫情影响，格力电器今年一季度利润大幅下滑容易理解。为何去年四季度在并未受到疫情冲击的情况下，利润跌幅依然接近50%？这要从去年整个空调市场的境况说起。据中信建投分析师陈伟奇、花小伟总结，在经济增长放缓、地产市场萎靡及贸易形势等因素影响下，2019 年初空调增长就开始失速，后续 618 大促及旺季销售仍未见起色，行业整体承压。中怡康数据显示，2019全年国内空调零售额规模同比下滑 7.29%。行业遇冷叠加新能效政策实施后的变频化预期，促使2019年空调行业众多企业采取大力度促销措施提振销售，在保证业绩增长的同时对定频及变频三级产品进行集中出清，行业竞争日益激烈。格力因此也于去年下半年在销售端做出重大调整。一方面，在2020新冷年开盘期间大力度提升经销商返利、通补力度，小幅下调终端零售价，减轻经销商出货及资金压力。另一方面，公司于 11 月先后推出“30 亿”与“百亿”让利活动，给予经销商补价政策，推动公司销售及低端机库存出清。这些动作对格力电器营收和利润都带来较大影响。2020年开年，又因为新冠肺炎疫情影响，白电行业从生产到零售端普遍承受较大压力。奥维云网数据显示，2020 年一季度白电整体零售额降幅在 45%左右。对格力来说，在疫情影响下，公司及上下游供应商不能及时复工复产，相关订单、安装工作难以开展。同时终端销售市场几乎冻结，经销商库存负担，资金压力普遍较重，淡季提货积极性大幅降低。分析师：长期价值依然确定对于格力电器去年四季度和今年一季度利润的大幅下滑，多名分析师认为，短期内因疫情影响格力业绩承压，但该公司长期价值依然确定。从去年四季度的情况来看，中信建投认为，利润的大跌主要因为低端机提货占比提升以及让利活动中产生的大幅度价格补贴所致。从结果来看，促销活动中公司新能效淘汰机型得到有效出清，经销商资金压力部分释放，四季度公司市场份额显著提振，行业格局进一步明晰。在如今面临疫情考验的情况下，格力近日推出了30-60亿元大额股份回购。据中信建投，按照去年三季度末数据计算，此次回购金额的上限 60 亿元约占公司总资产的2.06%、约占公司净资产的 5.95%，约占公司货币资金的 4.40%，回购不会对公司的经营、财务和未来发展产生重大影响。中信建投认为，这一大手笔回购充分彰显对公司发展信心，同时也将进一步构建管理管理团队的长期激励与约束机制，确保公司长期目标与价值的稳步实现。此外，2020 版空调新能效国标将于 7 月 1 日正式实施，这将使中国空调行业对标日本，出现空调“全变频化”趋势。而格力借助 2019 年双十一大力度让利促销活动，对定频机与低能效变频机进行了一次集中处理，目前公司库存中，新能效规定的淘汰机型占比已大幅降低，整体库存结构趋于优化。中信建投称，格力有望借助新能效推行洗牌契机，进一步扩大销售份额。疫情期间虽然业绩短暂遇冷，但是经营韧性仍在，目前估值处于底部。民生证券也提到，4月以来随疫情冲击减弱，生产端基本已实现了复工复产，同时据经销商反馈终端销售情况逐周有所好转，并有望在五一黄金周前后恢复到正常水平，一季度滞后的装修及购置需求有望逐步释放。尽管全年行业价格战预期仍在，但考虑到一季度销售停滞冲击下部分地方性品牌退出市场，以及 7 月 1 日新能效标准等级实施后中小品牌的进一步出清，龙头份额有望稳步提升，一定程度上缓解较为紧张的竞争及增长压力。民生证券认为，综合来看行业竞争格局有望逐渐明晰，预计价格战对龙头影响有限，全年业绩有望表现出韧性。在销售复苏预期下，核心资产估值修复值得期待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3209,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667801544975","authorId":"3527667801544975","name":"小白二号","avatar":"https://static.tigerbbs.com/e8fcd8f898255f53d2bb8ac3b78d46e6","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667801544975","authorIdStr":"3527667801544975"},"content":"没问题的 不用慌 19Q4清库存 下滑一些挺正常的 没有每年EPS都涨的公司 白电的格局还在","text":"没问题的 不用慌 19Q4清库存 下滑一些挺正常的 没有每年EPS都涨的公司 白电的格局还在","html":"没问题的 不用慌 19Q4清库存 下滑一些挺正常的 没有每年EPS都涨的公司 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3。</p><p>虽然在今年第二季度受到了新冠疫情的严重影响，但特斯拉的表现还是相对较好。该公司第二季度交付了约9.065万辆汽车，大大高于预期的7.413万辆，与去年同期相比仅下降5%，而其他大多数汽车制造商的交付量下降了30%或更多。如今，该公司计划在2020年第三季度再创电动汽车交付量新高。</p><p>此外，今年8月初，外媒报道称，特斯拉计划大幅提高下半年电动汽车的交付量，交付量可能超过30万辆，接近上半年的两倍。</p><p>此前，特斯拉表示，今年交付50万辆汽车仍是其目标，尽管现在要实现这一目标变得更加困难。</p><p></p>","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>特斯拉盘中涨6%，年初至今涨超280%</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{ margin-left:2em; }\nul{ list-style:disc; 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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特斯拉盘中涨6%，年初至今涨超280%\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\">2020-08-13 22:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月13日周四，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘中涨幅扩大至超6%，截至发稿报1647.38美元/股，年初至今股价累计上涨超280%。</p><p>特斯拉8月11日宣布1:5拆股后股价连续上涨，周三涨幅超13%。</p><p><img src=\"https://static.tigerbbs.com/29b8b1ca02067fdddaf8cf79728e8192\" tg-width=\"840\" tg-height=\"470\"></p><p>消息面上，加州新车经销商协会（CNCDA）的数据显示，2020年上半年，美国售出了约648.0506万辆汽车，同比减少23.5%。</p><p>特斯拉在全美的市场份额为1.4%，由此可以推算出，今年上半年，该公司在美国的汽车销量约为9.075万辆。但由于实际数字可能会多/少3250辆，因此特斯拉在美国的汽车销量预计为8.75万至9.4万辆。</p><p>据外媒报道，2020年上半年，特斯拉在全球范围内交付了17.9387万辆汽车，其中在欧洲交付了大约4万辆汽车，在中国交付了大约5万辆汽车。</p><p>尽管由于受疫情影响，特斯拉的弗里蒙特工厂在今年上半年停工了一个多月，但Model 3的交付量还是挺不错的，这主要得益于该公司上海工厂Model 3产能的不断提升。</p><p>相关机构的数据显示，今年上半年，Model 3在全球范围内交付了14.2346万辆，是唯一一款交付量超过10万的电动汽车。具体来说，特斯拉在欧洲交付了3.3万多辆Model 3，在中国交付了4.7565万辆Model 3。</p><p>虽然在今年第二季度受到了新冠疫情的严重影响，但特斯拉的表现还是相对较好。该公司第二季度交付了约9.065万辆汽车，大大高于预期的7.413万辆，与去年同期相比仅下降5%，而其他大多数汽车制造商的交付量下降了30%或更多。如今，该公司计划在2020年第三季度再创电动汽车交付量新高。</p><p>此外，今年8月初，外媒报道称，特斯拉计划大幅提高下半年电动汽车的交付量，交付量可能超过30万辆，接近上半年的两倍。</p><p>此前，特斯拉表示，今年交付50万辆汽车仍是其目标，尽管现在要实现这一目标变得更加困难。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2059992634","content_text":"8月13日周四，特斯拉盘中涨幅扩大至超6%，截至发稿报1647.38美元/股，年初至今股价累计上涨超280%。特斯拉8月11日宣布1:5拆股后股价连续上涨，周三涨幅超13%。消息面上，加州新车经销商协会（CNCDA）的数据显示，2020年上半年，美国售出了约648.0506万辆汽车，同比减少23.5%。特斯拉在全美的市场份额为1.4%，由此可以推算出，今年上半年，该公司在美国的汽车销量约为9.075万辆。但由于实际数字可能会多/少3250辆，因此特斯拉在美国的汽车销量预计为8.75万至9.4万辆。据外媒报道，2020年上半年，特斯拉在全球范围内交付了17.9387万辆汽车，其中在欧洲交付了大约4万辆汽车，在中国交付了大约5万辆汽车。尽管由于受疫情影响，特斯拉的弗里蒙特工厂在今年上半年停工了一个多月，但Model 3的交付量还是挺不错的，这主要得益于该公司上海工厂Model 3产能的不断提升。相关机构的数据显示，今年上半年，Model 3在全球范围内交付了14.2346万辆，是唯一一款交付量超过10万的电动汽车。具体来说，特斯拉在欧洲交付了3.3万多辆Model 3，在中国交付了4.7565万辆Model 3。虽然在今年第二季度受到了新冠疫情的严重影响，但特斯拉的表现还是相对较好。该公司第二季度交付了约9.065万辆汽车，大大高于预期的7.413万辆，与去年同期相比仅下降5%，而其他大多数汽车制造商的交付量下降了30%或更多。如今，该公司计划在2020年第三季度再创电动汽车交付量新高。此外，今年8月初，外媒报道称，特斯拉计划大幅提高下半年电动汽车的交付量，交付量可能超过30万辆，接近上半年的两倍。此前，特斯拉表示，今年交付50万辆汽车仍是其目标，尽管现在要实现这一目标变得更加困难。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}