一生黑白的个人主页 - 老虎社区

一生黑白

一生黑白

永不放弃

IP属地：北京

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7主题

0勋章

2022-03-14

就现在来看，这些头部中概股业绩还是一样，你依然再用百度搜索，用淘宝京东拼多多买货，用微信QQ聊天，打滴滴快车，政府监管不会让企业消失，我国科技产业还要壮大，风雨之后便是彩虹。

@话题虎:惨绝人寰的中概股，还具有投资价值吗？

2022-01-04

半年后一元见

一片悲观声中三天翻倍！商汤发生了什么？

2021-07-29

$滴滴(DIDI)$没办法做空啊

2021-07-19

$滴滴(DIDI)$每一次利空都可以抄底，利空出尽必大涨

2021-07-19

$AMC院线(AMC)$现阶段适合做波段

2021-07-16

$滴滴(DIDI)$又可以抄一波底了真爽

2021-07-06

$微博(WB)$老外因为信息不对等还在买，空起来

2021-07-06

$微博(WB)$预测开盘会疯狂做空

2021-07-06

$微博(WB)$预测开盘会疯狂做空

2021-07-06

$微博(WB)$假消息引起股票波动在美国会被重罚的

2021-07-06

$滴滴(DIDI)$基本面没问题，回到14很大几率

2021-06-21

钱提不了现了，真成虚拟的了$比特币基金(GBTC)$

抱歉，原内容已删除

2020-11-22

漂亮

恒大物业IPO定价区间8.5港元-9.75港元，12月2日上市

2020-11-20

$逸仙电商(YSG)$哪里能看到现场实时IPO竞价啊

2020-04-02

$瑞幸咖啡(LK)$完美解套，心惊肉跳

2019-08-28

$百度(BIDU)$ $拼多多(PDD)$ 百度市值盘中被拼多多超越，雅虎的昨天就是百度的明天。

2019-08-21

$拼多多(PDD)$ $网易(NTES)$ $百度(BIDU)$ 拼多多市值超过网易，即将赶超百度，这年头作假起家居然这么受追捧。

2019-08-14

$网易(NTES)$ $百度(BIDU)$ 见证历史时刻，百度市值被网易超越

2019-05-20

$百度(BIDU)$ $京东(JD)$ 京东市值超百度了

2019-01-25

$网易(NTES)$居然被假货拼多多市值超越了#拼多多回应bug# $拼多多(PDD)$ $京东(JD)$ $网易(NTES)$

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11:51","market":"hk","language":"zh","title":"一片悲观声中三天翻倍！商汤发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2200717854","media":"华尔街见闻","summary":"摘要：申万宏源刘洋团队认为，虽然行业情况并没有发生根本变化，但全球科技和资本市场格局变了。以后，科创板/港股/北交所将承担更多科技力量。2022年1月4日，港股商汤继续逆市大涨，上市之后四连涨。截至发","content":"<html><head></head><body><blockquote>摘要：申万宏源刘洋团队认为，虽然行业情况并没有发生根本变化，但全球科技和资本市场格局变了。以后，科创板/港股/北交所将承担更多科技力量。</blockquote><p>2022年1月4日，港股商汤继续逆市大涨，上市之后四连涨。截至发稿，商汤涨幅达10.97%，延续了此前股价三天翻倍的神迹。同时，商汤的优异表现也激励了A股的“AI兄弟”，<a href=\"https://laohu8.com/S/688088\">虹软科技</a>、<a href=\"https://laohu8.com/S/002415\">海康威视</a>、<a href=\"https://laohu8.com/S/002230\">科大讯飞</a>、大华股份等一众“AI概念股”早盘纷纷高开。</p><p><img src=\"https://static.tigerbbs.com/ab04b1a49051bec7b6d05ee49038e765\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>然而，叠加了元宇宙概念、“AI第一股”名号的商汤，在股价光鲜的背后，却是坎坷的上市历程。上个月，商汤更是因诸多外部不利消息导致上市计划一度搁浅。</p><p>好在，商汤顶住了压力，到12月20日便已迅速完成了一系列复杂手续，重新调整股份结构，并再次刊发《招股章程》，宣布于12月30日上市，且发行规模和定价区间不变。</p><p><b>这时，已有投资者注意到，商汤的基石投资者名单已经发生了重大改变。</b>Pleiad、WT、Focustar Capital、Focustar Fund 和 Hel Ved 等外资基石投资者已相继退出。</p><p><b>此后，大量质疑声四起。</b></p><p><b>对于基本面，</b>有投资者在读完招股书后发现，商汤的单个客户占比过高以及存量客户延续性不高，对于商汤收入的可持续性及稳定性发出质疑；也有投资者认为商汤的定制业务占比过高，对商汤业务的成本费用控制能力起疑，担心规模扩增却无法降成本，导致“经营杠杆”变成“经营负杠杆”，使得公司无法盈利。</p><p><b>在股价上看，</b>有投资者担心，外部不利因素会导致大量外资投资者流失，同时业务增长前景会受到影响，导致当前的基石投资者在锁定期后推出意愿强烈，导致股价的长期不稳。</p><p>此外，<b>在流动性方面，</b>还有投资者担心由于基石投资者占大部分份额，会使得公司股价虽在短期稳健趋势强劲，但长期流动性堪忧。</p><p>然而，上市后的商汤走出了超过多数投资者预期的走势。那么，为何商汤能在一片悲观声中股价气势如虹？</p><p>对此，<a href=\"https://laohu8.com/S/000166\">申万宏源</a>刘洋团队认为，<b>商汤当前超过较多投资者预期的走势，与目前投资者们更关心股票是否与AI行业有关，是否与元宇宙热点有关的大环境脱不开干系。</b>该团队提及：</p><blockquote>根据商汤招股说明书，指出“我们已构建用于赋能IoT设备及驱动元宇宙(Metaverse)的多层基础设施，以提升终端使用者体验”，“2016年,……,多年来已为超过450百万部<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机及超过200个手机应用程序赋能，并成为最大的元宇宙赋能平台之一”）</blockquote><p>复盘过去一年AI公司从遭遇上市挫折，到目前可以亏损上市的历程，<a href=\"https://laohu8.com/S/06806\">申万宏源</a>刘洋团队总结到，虽行业情况并没有发生根本变化，<b>但全球科技和资本市场格局变了。以后，科创板/港股/北交所将承担更多科技力量。</b></p><p>同时，该团队认为，商汤当下超众多投资者预期的走势，可以给投资者带来以下两点启发。</p><h2>1. 2022年AI落地加速的三种机遇</h2><p>AI的碎片化场景落地，使得领军公司分为两种路径，以海康大华为代表的“更低的成本”和商汤、旷视为代表的“更大的模型”。具体来说，<b>商汤、旷视等AI企业选择自研深度学习训练平台，</b>搭建了“大装置”底座——即包含算力、算法、平台和底层训练推理框架完全自研的AI基础设施。</p><p>首先，在对这两种AI路径进行分析后，申万宏源刘洋团队认为：</p><blockquote><ul><li><b>智慧城市/安防/智能制造环节</b>，仍将是海康威视、<a href=\"https://laohu8.com/S/002236\">大华股份</a>路径的优势行业；</li><li><b>手机、医疗等可能商汤、旷视科技的大模型努力尝试的领域</b>，目前AI渗透有待提升的<b>物流、汽车行业</b>则仍<b>需要更多时间验证。</b></li></ul></blockquote><p><img src=\"https://static.tigerbbs.com/7b456572de0838c9f0122212c3939e65\" tg-width=\"608\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p>对于人工智能行业在2022年的前景，申万宏源刘洋团队认为，AI产业将迎来落地加速的三重机遇：<b>1）成熟的应用场景涌现；2）十四五政策密集催化；3）AI 独角兽上市潮开启。</b></p><p><b>1）机遇一：成熟的应用场景涌现</b></p><p>申万宏源刘洋团队认为，当下智能制造、智慧仓储物流、智慧金融、<a href=\"https://laohu8.com/S/000816\">智慧农业</a>、智慧医疗、智能家居等<b>成熟的AI应用场景正在涌现</b>，领军AI 公司已有大量标杆案例。</p><p>同时，从ROI（投资回报率）上分析，该团队认为，<b>AI行业的高回报可以加速AI产业的普及：</b></p><blockquote>以海康威视官方公众号提供的AI案例为计算依据，我们计算客户采购后ROI大多为50%-150%，投资回收期仅为1-2年；根据艾瑞咨询的调研结果，50%的企业AI项目回报周期在1~3年，36%的企业回报周期在0.5~1年。高ROI催化了AI赋能加速普及。</blockquote><p><img src=\"https://static.tigerbbs.com/595cd2667929873bf94d0fddcd6773dd\" tg-width=\"609\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p><b>2）机遇二：十四五政策密集催化</b></p><p>近期，工信部官网密集刊登智能化、信息化相关产业的“十四五”发展规划，其中对人工智能产业提出了多层次发展目标。申万宏源刘洋团队认为：</p><blockquote><ul><li><b>在To G端，</b>十四五规划中包含大量提高政府数字化治理能力的要求，预计将在2022年加快落地；</li><li>AI也是实现<b>双碳目标的</b>重要手段。</li></ul></blockquote><p>对与人工智能有关的政策进行了梳理如下表所示：</p><p><img src=\"https://static.tigerbbs.com/81149bb8dcb82f70ca88ac49a3b5557c\" tg-width=\"834\" tg-height=\"839\" referrerpolicy=\"no-referrer\"/></p><p><b>3）机遇三：AI 独角兽上市潮开启</b></p><p>在商汤之后，云从科技、旷视科技、云天励飞、格灵深瞳等AI公司拟于2022年在科创板完成上市；第四范式、创新奇智等AI新锐也已向港交所递交招股书，积极推进上市进程。在此背景下，申万宏源刘洋团队预期，<b>AI独角兽上市潮有望为AI板块带来更高的关注度和估值锚。</b></p><p>此外，该团队认为：</p><blockquote>后人口红利时代，AI有望成为十年以上的高景气赛道；需求爆发增长的条件已经具备，现阶段瓶颈可能在于供给端；行业将获得AI赋能成功案例大量示范效应、十四五大量政策催化、AI独角兽上市潮等三重机遇；重点关注AI企业的落地能力。</blockquote><h2>2. 港股TMT，认知的再评估</h2><p>申万宏源刘洋团队认为，<b>全球科技和资本市场格局的变化，港股可能被低估，未来，港股有望成为科技新的全球资本化港湾</b>。</p><p>该团队总结到：</p><blockquote>1）投资者认为香港市场/中国大陆市场不同的投资者成分、估值体系，是阻碍港股科技表现的因素。</blockquote><blockquote>2）硬科技已A股上市，且属于世界一流。软科技曾经青睐海外上市，因其成长经常并非线性。</blockquote><blockquote>3）预计未来，商业模式属于无形资产创造价值的，伴随海外上市环境变化，会更多选择港股IPO。</blockquote><blockquote>4）TMT的“软硬科技”存在产业链联动和传导，“硬科技“的成熟，导致“软科技”产业更成熟。而从国内的视角：便于投资的港股比投向欧美容易。因此，国内投资者去港股投资“软科技“的估值体系，我们预计会和以前不同（之前欧美投资者居多，但港股不是其最优选择）。</blockquote><blockquote>5）当前商汤的2020年静态PS约61倍，高于恒生科技指数/A股AI，有示范效应，且这种“示范效应”可能会产生深远影响。</blockquote><p><img src=\"https://static.tigerbbs.com/034269e5bc2020ed77b44e86f6ff91c9\" tg-width=\"761\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"wallstreetcn_api","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>一片悲观声中三天翻倍！商汤发生了什么？</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; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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一片悲观声中三天翻倍！商汤发生了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-04 11:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3648778><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：申万宏源刘洋团队认为，虽然行业情况并没有发生根本变化，但全球科技和资本市场格局变了。以后，科创板/港股/北交所将承担更多科技力量。2022年1月4日，港股商汤继续逆市大涨，上市之后四连涨。截至发稿，商汤涨幅达10.97%，延续了此前股价三天翻倍的神迹。同时，商汤的优异表现也激励了A股的“AI兄弟”，虹软科技、海康威视、科大讯飞、大华股份等一众“AI概念股”早盘纷纷高开。然而，叠加了元宇宙概念...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3648778\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b2be8352a2da2e1aeca513d0b204831","relate_stocks":{"00020":"商汤-W"},"source_url":"https://wallstreetcn.com/articles/3648778","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200717854","content_text":"摘要：申万宏源刘洋团队认为，虽然行业情况并没有发生根本变化，但全球科技和资本市场格局变了。以后，科创板/港股/北交所将承担更多科技力量。2022年1月4日，港股商汤继续逆市大涨，上市之后四连涨。截至发稿，商汤涨幅达10.97%，延续了此前股价三天翻倍的神迹。同时，商汤的优异表现也激励了A股的“AI兄弟”，虹软科技、海康威视、科大讯飞、大华股份等一众“AI概念股”早盘纷纷高开。然而，叠加了元宇宙概念、“AI第一股”名号的商汤，在股价光鲜的背后，却是坎坷的上市历程。上个月，商汤更是因诸多外部不利消息导致上市计划一度搁浅。好在，商汤顶住了压力，到12月20日便已迅速完成了一系列复杂手续，重新调整股份结构，并再次刊发《招股章程》，宣布于12月30日上市，且发行规模和定价区间不变。这时，已有投资者注意到，商汤的基石投资者名单已经发生了重大改变。Pleiad、WT、Focustar Capital、Focustar Fund 和 Hel Ved 等外资基石投资者已相继退出。此后，大量质疑声四起。对于基本面，有投资者在读完招股书后发现，商汤的单个客户占比过高以及存量客户延续性不高，对于商汤收入的可持续性及稳定性发出质疑；也有投资者认为商汤的定制业务占比过高，对商汤业务的成本费用控制能力起疑，担心规模扩增却无法降成本，导致“经营杠杆”变成“经营负杠杆”，使得公司无法盈利。在股价上看，有投资者担心，外部不利因素会导致大量外资投资者流失，同时业务增长前景会受到影响，导致当前的基石投资者在锁定期后推出意愿强烈，导致股价的长期不稳。此外，在流动性方面，还有投资者担心由于基石投资者占大部分份额，会使得公司股价虽在短期稳健趋势强劲，但长期流动性堪忧。然而，上市后的商汤走出了超过多数投资者预期的走势。那么，为何商汤能在一片悲观声中股价气势如虹？对此，申万宏源刘洋团队认为，商汤当前超过较多投资者预期的走势，与目前投资者们更关心股票是否与AI行业有关，是否与元宇宙热点有关的大环境脱不开干系。该团队提及：根据商汤招股说明书，指出“我们已构建用于赋能IoT设备及驱动元宇宙(Metaverse)的多层基础设施，以提升终端使用者体验”，“2016年,……,多年来已为超过450百万部智能手机及超过200个手机应用程序赋能，并成为最大的元宇宙赋能平台之一”）复盘过去一年AI公司从遭遇上市挫折，到目前可以亏损上市的历程，申万宏源刘洋团队总结到，虽行业情况并没有发生根本变化，但全球科技和资本市场格局变了。以后，科创板/港股/北交所将承担更多科技力量。同时，该团队认为，商汤当下超众多投资者预期的走势，可以给投资者带来以下两点启发。1. 2022年AI落地加速的三种机遇AI的碎片化场景落地，使得领军公司分为两种路径，以海康大华为代表的“更低的成本”和商汤、旷视为代表的“更大的模型”。具体来说，商汤、旷视等AI企业选择自研深度学习训练平台，搭建了“大装置”底座——即包含算力、算法、平台和底层训练推理框架完全自研的AI基础设施。首先，在对这两种AI路径进行分析后，申万宏源刘洋团队认为：智慧城市/安防/智能制造环节，仍将是海康威视、大华股份路径的优势行业；手机、医疗等可能商汤、旷视科技的大模型努力尝试的领域，目前AI渗透有待提升的物流、汽车行业则仍需要更多时间验证。对于人工智能行业在2022年的前景，申万宏源刘洋团队认为，AI产业将迎来落地加速的三重机遇：1）成熟的应用场景涌现；2）十四五政策密集催化；3）AI 独角兽上市潮开启。1）机遇一：成熟的应用场景涌现申万宏源刘洋团队认为，当下智能制造、智慧仓储物流、智慧金融、智慧农业、智慧医疗、智能家居等成熟的AI应用场景正在涌现，领军AI 公司已有大量标杆案例。同时，从ROI（投资回报率）上分析，该团队认为，AI行业的高回报可以加速AI产业的普及：以海康威视官方公众号提供的AI案例为计算依据，我们计算客户采购后ROI大多为50%-150%，投资回收期仅为1-2年；根据艾瑞咨询的调研结果，50%的企业AI项目回报周期在1~3年，36%的企业回报周期在0.5~1年。高ROI催化了AI赋能加速普及。2）机遇二：十四五政策密集催化近期，工信部官网密集刊登智能化、信息化相关产业的“十四五”发展规划，其中对人工智能产业提出了多层次发展目标。申万宏源刘洋团队认为：在To G端，十四五规划中包含大量提高政府数字化治理能力的要求，预计将在2022年加快落地；AI也是实现双碳目标的重要手段。对与人工智能有关的政策进行了梳理如下表所示：3）机遇三：AI 独角兽上市潮开启在商汤之后，云从科技、旷视科技、云天励飞、格灵深瞳等AI公司拟于2022年在科创板完成上市；第四范式、创新奇智等AI新锐也已向港交所递交招股书，积极推进上市进程。在此背景下，申万宏源刘洋团队预期，AI独角兽上市潮有望为AI板块带来更高的关注度和估值锚。此外，该团队认为：后人口红利时代，AI有望成为十年以上的高景气赛道；需求爆发增长的条件已经具备，现阶段瓶颈可能在于供给端；行业将获得AI赋能成功案例大量示范效应、十四五大量政策催化、AI独角兽上市潮等三重机遇；重点关注AI企业的落地能力。2. 港股TMT，认知的再评估申万宏源刘洋团队认为，全球科技和资本市场格局的变化，港股可能被低估，未来，港股有望成为科技新的全球资本化港湾。该团队总结到：1）投资者认为香港市场/中国大陆市场不同的投资者成分、估值体系，是阻碍港股科技表现的因素。2）硬科技已A股上市，且属于世界一流。软科技曾经青睐海外上市，因其成长经常并非线性。3）预计未来，商业模式属于无形资产创造价值的，伴随海外上市环境变化，会更多选择港股IPO。4）TMT的“软硬科技”存在产业链联动和传导，“硬科技“的成熟，导致“软科技”产业更成熟。而从国内的视角：便于投资的港股比投向欧美容易。因此，国内投资者去港股投资“软科技“的估值体系，我们预计会和以前不同（之前欧美投资者居多，但港股不是其最优选择）。5）当前商汤的2020年静态PS约61倍，高于恒生科技指数/A股AI，有示范效应，且这种“示范效应”可能会产生深远影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808947627,"gmtCreate":1627553727169,"gmtModify":1627553727169,"author":{"id":"3464917262570865","authorId":"3464917262570865","name":"一生黑白","avatar":"https://static.laohu8.com/4b67ef3ecc1a4e262ac91654e403af0b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>没办法做空啊","listText":"<a 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14:12","market":"hk","language":"zh","title":"恒大物业IPO定价区间8.5港元-9.75港元，12月2日上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1186633906","media":"老虎资讯综合","summary":"11月22日讯，恒大物业今天宣布IPO发行价定于每股8.50～9.75港元，公司将于12月2日在香港联交所主板挂牌上市，股票代码为6666.HK。恒大物业港股IPO路演已于11月16日正式启动。此前，","content":"<p>11月22日讯，恒大物业今天宣布IPO发行价定于每股8.50～9.75港元，公司将于12月2日在香港联交所主板挂牌上市，股票代码为6666.HK。<img src=\"https://static.tigerbbs.com/fc00f1114afc2b902b8f64f225a35111\" tg-width=\"2876\" tg-height=\"1090\"></p><p>恒大物业港股IPO路演已于11月16日正式启动。此前，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>公告，恒大物业分拆上市已通过港交所聆讯。</p><p>数据显示，2017-2019年恒大物业净利润年复合增长率高达195%，并成功吸引<a href=\"https://laohu8.com/S/00700\">腾讯</a>、云锋基金、<a href=\"https://laohu8.com/S/01929\">周大福</a>等巨头入股。</p><p>从9月29日交表到如今过审，恒大物业前后历时仅一个半月，刷新了物管公司赴港上市的最短时间记录。</p><p><img src=\"https://static.tigerbbs.com/f3647be3523c0a224a331999823a9d3a\" tg-width=\"550\" tg-height=\"496\"></p><p>据了解，此次恒大物业港股IPO由华泰国际、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>、农银国际、建银国际、<a href=\"https://laohu8.com/S/600030\">中信证券</a>和<a href=\"https://laohu8.com/S/00665\">海通国际</a>为联席保荐人。公司募集资金将用于战略收购及投资；开发其增值服务；升级信息系统及设备；招聘及培养人才及营运资金。</p><p>恒大物业集团是中国最大、增长最快的综合物业管理服务提供商之一。</p><p>根据中指研究院的研究，截至2019年12月31日或截至该日止年度，在中国物业服务百强企业中，以项目所覆盖城市数目计，恒大物业排名第二；分别以总收入、总毛利及总净利润计，恒大物业排名第三；以签约面积计排名第三及按在管面积计排名第四。</p><p>根据中指研究院的研究， 2017年至2019年，恒大物业的净利润以195.5%的复合年增长率增加，在中国物业服务20强企业中最高。</p><p>恒大物业是全方位的物业管理人，管理多元化的物业组合，其中包括中高端住宅物业、商用物业、主题乐园、产业园、康养项目、特色小镇及学校。</p><p>截至2020年6月30日，恒大物业已订约为1，354个项目提供物业管理服务、非业主增值服务及╱或社区增值服务，覆盖22个省、五个自治区、四个直辖市及香港逾280个城市，总在管面积约为254.0百万平方米而签约面积为513.3百万平方米，服务近二百万个家庭。</p><p><img src=\"https://static.tigerbbs.com/d168772cbd3442d0c0273d5081a90e0d\" tg-width=\"550\" tg-height=\"430\"></p><p>恒大物业称对人们健康福祉及客户满意度的专注树立了追求高质服务的品牌形象。通过随时待命的24小时管家务，公司打造了安全、便利、健康和关爱的社区。公司以客户为中心的文化引领我们迈步向前和开辟新途为客户提供更佳服务。例如：公司推行<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>信息平台，利用信息和智能技术促进客户与管家的在线互动，提升了客户体验、减少倚赖人手劳动并提升运营效率。</p><p><img src=\"https://static.tigerbbs.com/9d242d706feb92c8cf99661031dfaba3\" tg-width=\"550\" tg-height=\"370\"></p><p>公司相信与恒大集团的紧密合作建立了高度可见的增长途径。</p><p>中国恒大集团为业务多元化企业集团，业务覆盖房地产、文化旅游、健康管理及新能源汽车等。根据中国房地产TOP10研究组的研究，于2020年，以综合实力计，恒大集团是中国房地产开发行业的标杆龙头；根据克而瑞的排名，以应占签约销售计，自2017年起连续三年在中国物业开发商排名中位居榜首。恒大物业认为恒大集团庞大的土地储备为他们开发优质项目提供具有巨大潜力的途径。</p><p><img src=\"https://static.tigerbbs.com/96e82cc9613264547b09793ce3448bf0\" tg-width=\"530\" tg-height=\"407\"></p><p>今年8月，恒大物业曾引入一轮235亿港元战略投资，投资方包括华泰国际大湾区有限公司、<a href=\"https://laohu8.com/S/00127\">华人置业</a>创始人刘銮雄之妻陈凯韵、云锋基金、腾讯、农银国际、中信、光大控股、红杉中国、周大福等14家。</p><p>其中，许家印好友，华人置业创始人刘銮雄的妻子、华人置业执行董事陈凯韵投资45亿港元，持股比例5.373%；云峰基金认购15亿港元，持股比例1.791%；腾讯认购12亿港元，持股比例1.433%；夏海钧认购5.5亿港元，持股0.657%；周大福创始人郑家纯家族认购5亿港元，持股比例0.597%。</p><p>以此折算，此次战略投资恒大物业估值约为837.5亿港元（约合750亿元人民币），在部分投资者看来这一估值水平已在较高位置。</p><p>恒大物业称，随着该等战略投资者进行投资，公司可开拓具协同效益的新服务类型，并与彼等进行其他合作，从而加强业务运营范围和深度，并为长远可持续增长带来贡献。</p><p>于往绩记录期，恒大物业的优质服务带来稳健经营业绩。</p><p>于2017年、2018年及2019年以及截至2020年6月30日止六个月，公司的收入分别为人民币（下同）43.994亿元、59.032亿元、73.327亿元及45.639亿元；公司净利润分别为1.066亿元、2.39亿元、9.305亿元及11.477亿元。</p><p><img src=\"https://static.tigerbbs.com/2c44aee437f75e19d53efcdbe61abe0a\" tg-width=\"550\" tg-height=\"308\"></p><p>于2017年、2018年及2019年以及截至2020年6月30日止六个月，公司向五大客户销售的收入分别为19.43亿元、24.607亿元、28.123亿元及17.137亿元，分别占公司总收入的约44.2%、41.7%、38.4%及37.6%。</p><p>同期，公司向单一最大客户恒大集团销售的收入分别为19.354亿元、24.397亿元、26.583亿元及15.974亿元，分别占公司总收入的约44.0%、41.3%、36.3%及35.0%。</p><p>不过，从招股说明书中可以明确看到，恒大物业规模和盈利上的优势主要来源于恒大集团，但这一单一的业绩来源，或让恒大物业面临潜在风险。</p><p>公开资料显示，恒大物业管理的绝大部分物业均由恒大集团开发。截至2017年、2018年及2019年12月31日及2020年6月30日，由恒大集团所开发物业的在管面积分别占总在管面积的99.6%、98.8%、98.4%及98.9%。</p><p>截至2020年6月末，恒大物业716项在管项目中只有13项约102.4万平米来自独立第三方，超过99%在管面积为承接母公司及其联营和合营公司的项目；与之对应，其的物业管理服务收入近乎百分百来自关联方。</p><p>更值得一提的是，恒大物业的单一最大客户即是恒大集团，2017-2019年及2020上半年为其贡献销售收入19.35亿元、24.40亿元、26.58亿元及15.97亿元，分别占其总收入约44.0%、41.3%、36.3%及35.0%。</p><p>对单一开发商的过度依赖，会影响物业公司自身的造血能力，进而影响企业估值，尤其是在当前房地产行业马太效应明显的情况下，物管企业独立开发业务能力的衡量其核心竞争力的关键。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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恒大物业IPO定价区间8.5港元-9.75港元，12月2日上市\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\">2020-11-22 14:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月22日讯，恒大物业今天宣布IPO发行价定于每股8.50～9.75港元，公司将于12月2日在香港联交所主板挂牌上市，股票代码为6666.HK。<img src=\"https://static.tigerbbs.com/fc00f1114afc2b902b8f64f225a35111\" tg-width=\"2876\" tg-height=\"1090\"></p><p>恒大物业港股IPO路演已于11月16日正式启动。此前，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>公告，恒大物业分拆上市已通过港交所聆讯。</p><p>数据显示，2017-2019年恒大物业净利润年复合增长率高达195%，并成功吸引<a href=\"https://laohu8.com/S/00700\">腾讯</a>、云锋基金、<a href=\"https://laohu8.com/S/01929\">周大福</a>等巨头入股。</p><p>从9月29日交表到如今过审，恒大物业前后历时仅一个半月，刷新了物管公司赴港上市的最短时间记录。</p><p><img src=\"https://static.tigerbbs.com/f3647be3523c0a224a331999823a9d3a\" tg-width=\"550\" tg-height=\"496\"></p><p>据了解，此次恒大物业港股IPO由华泰国际、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>、农银国际、建银国际、<a href=\"https://laohu8.com/S/600030\">中信证券</a>和<a href=\"https://laohu8.com/S/00665\">海通国际</a>为联席保荐人。公司募集资金将用于战略收购及投资；开发其增值服务；升级信息系统及设备；招聘及培养人才及营运资金。</p><p>恒大物业集团是中国最大、增长最快的综合物业管理服务提供商之一。</p><p>根据中指研究院的研究，截至2019年12月31日或截至该日止年度，在中国物业服务百强企业中，以项目所覆盖城市数目计，恒大物业排名第二；分别以总收入、总毛利及总净利润计，恒大物业排名第三；以签约面积计排名第三及按在管面积计排名第四。</p><p>根据中指研究院的研究， 2017年至2019年，恒大物业的净利润以195.5%的复合年增长率增加，在中国物业服务20强企业中最高。</p><p>恒大物业是全方位的物业管理人，管理多元化的物业组合，其中包括中高端住宅物业、商用物业、主题乐园、产业园、康养项目、特色小镇及学校。</p><p>截至2020年6月30日，恒大物业已订约为1，354个项目提供物业管理服务、非业主增值服务及╱或社区增值服务，覆盖22个省、五个自治区、四个直辖市及香港逾280个城市，总在管面积约为254.0百万平方米而签约面积为513.3百万平方米，服务近二百万个家庭。</p><p><img src=\"https://static.tigerbbs.com/d168772cbd3442d0c0273d5081a90e0d\" tg-width=\"550\" tg-height=\"430\"></p><p>恒大物业称对人们健康福祉及客户满意度的专注树立了追求高质服务的品牌形象。通过随时待命的24小时管家务，公司打造了安全、便利、健康和关爱的社区。公司以客户为中心的文化引领我们迈步向前和开辟新途为客户提供更佳服务。例如：公司推行<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>信息平台，利用信息和智能技术促进客户与管家的在线互动，提升了客户体验、减少倚赖人手劳动并提升运营效率。</p><p><img src=\"https://static.tigerbbs.com/9d242d706feb92c8cf99661031dfaba3\" tg-width=\"550\" tg-height=\"370\"></p><p>公司相信与恒大集团的紧密合作建立了高度可见的增长途径。</p><p>中国恒大集团为业务多元化企业集团，业务覆盖房地产、文化旅游、健康管理及新能源汽车等。根据中国房地产TOP10研究组的研究，于2020年，以综合实力计，恒大集团是中国房地产开发行业的标杆龙头；根据克而瑞的排名，以应占签约销售计，自2017年起连续三年在中国物业开发商排名中位居榜首。恒大物业认为恒大集团庞大的土地储备为他们开发优质项目提供具有巨大潜力的途径。</p><p><img src=\"https://static.tigerbbs.com/96e82cc9613264547b09793ce3448bf0\" tg-width=\"530\" tg-height=\"407\"></p><p>今年8月，恒大物业曾引入一轮235亿港元战略投资，投资方包括华泰国际大湾区有限公司、<a href=\"https://laohu8.com/S/00127\">华人置业</a>创始人刘銮雄之妻陈凯韵、云锋基金、腾讯、农银国际、中信、光大控股、红杉中国、周大福等14家。</p><p>其中，许家印好友，华人置业创始人刘銮雄的妻子、华人置业执行董事陈凯韵投资45亿港元，持股比例5.373%；云峰基金认购15亿港元，持股比例1.791%；腾讯认购12亿港元，持股比例1.433%；夏海钧认购5.5亿港元，持股0.657%；周大福创始人郑家纯家族认购5亿港元，持股比例0.597%。</p><p>以此折算，此次战略投资恒大物业估值约为837.5亿港元（约合750亿元人民币），在部分投资者看来这一估值水平已在较高位置。</p><p>恒大物业称，随着该等战略投资者进行投资，公司可开拓具协同效益的新服务类型，并与彼等进行其他合作，从而加强业务运营范围和深度，并为长远可持续增长带来贡献。</p><p>于往绩记录期，恒大物业的优质服务带来稳健经营业绩。</p><p>于2017年、2018年及2019年以及截至2020年6月30日止六个月，公司的收入分别为人民币（下同）43.994亿元、59.032亿元、73.327亿元及45.639亿元；公司净利润分别为1.066亿元、2.39亿元、9.305亿元及11.477亿元。</p><p><img src=\"https://static.tigerbbs.com/2c44aee437f75e19d53efcdbe61abe0a\" tg-width=\"550\" tg-height=\"308\"></p><p>于2017年、2018年及2019年以及截至2020年6月30日止六个月，公司向五大客户销售的收入分别为19.43亿元、24.607亿元、28.123亿元及17.137亿元，分别占公司总收入的约44.2%、41.7%、38.4%及37.6%。</p><p>同期，公司向单一最大客户恒大集团销售的收入分别为19.354亿元、24.397亿元、26.583亿元及15.974亿元，分别占公司总收入的约44.0%、41.3%、36.3%及35.0%。</p><p>不过，从招股说明书中可以明确看到，恒大物业规模和盈利上的优势主要来源于恒大集团，但这一单一的业绩来源，或让恒大物业面临潜在风险。</p><p>公开资料显示，恒大物业管理的绝大部分物业均由恒大集团开发。截至2017年、2018年及2019年12月31日及2020年6月30日，由恒大集团所开发物业的在管面积分别占总在管面积的99.6%、98.8%、98.4%及98.9%。</p><p>截至2020年6月末，恒大物业716项在管项目中只有13项约102.4万平米来自独立第三方，超过99%在管面积为承接母公司及其联营和合营公司的项目；与之对应，其的物业管理服务收入近乎百分百来自关联方。</p><p>更值得一提的是，恒大物业的单一最大客户即是恒大集团，2017-2019年及2020上半年为其贡献销售收入19.35亿元、24.40亿元、26.58亿元及15.97亿元，分别占其总收入约44.0%、41.3%、36.3%及35.0%。</p><p>对单一开发商的过度依赖，会影响物业公司自身的造血能力，进而影响企业估值，尤其是在当前房地产行业马太效应明显的情况下，物管企业独立开发业务能力的衡量其核心竞争力的关键。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26d35a88c8d9d9d46abd395d2bd24396","relate_stocks":{"06666":"恒大物业"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186633906","content_text":"11月22日讯，恒大物业今天宣布IPO发行价定于每股8.50～9.75港元，公司将于12月2日在香港联交所主板挂牌上市，股票代码为6666.HK。恒大物业港股IPO路演已于11月16日正式启动。此前，中国恒大公告，恒大物业分拆上市已通过港交所聆讯。数据显示，2017-2019年恒大物业净利润年复合增长率高达195%，并成功吸引腾讯、云锋基金、周大福等巨头入股。从9月29日交表到如今过审，恒大物业前后历时仅一个半月，刷新了物管公司赴港上市的最短时间记录。据了解，此次恒大物业港股IPO由华泰国际、瑞银、农银国际、建银国际、中信证券和海通国际为联席保荐人。公司募集资金将用于战略收购及投资；开发其增值服务；升级信息系统及设备；招聘及培养人才及营运资金。恒大物业集团是中国最大、增长最快的综合物业管理服务提供商之一。根据中指研究院的研究，截至2019年12月31日或截至该日止年度，在中国物业服务百强企业中，以项目所覆盖城市数目计，恒大物业排名第二；分别以总收入、总毛利及总净利润计，恒大物业排名第三；以签约面积计排名第三及按在管面积计排名第四。根据中指研究院的研究， 2017年至2019年，恒大物业的净利润以195.5%的复合年增长率增加，在中国物业服务20强企业中最高。恒大物业是全方位的物业管理人，管理多元化的物业组合，其中包括中高端住宅物业、商用物业、主题乐园、产业园、康养项目、特色小镇及学校。截至2020年6月30日，恒大物业已订约为1，354个项目提供物业管理服务、非业主增值服务及╱或社区增值服务，覆盖22个省、五个自治区、四个直辖市及香港逾280个城市，总在管面积约为254.0百万平方米而签约面积为513.3百万平方米，服务近二百万个家庭。恒大物业称对人们健康福祉及客户满意度的专注树立了追求高质服务的品牌形象。通过随时待命的24小时管家务，公司打造了安全、便利、健康和关爱的社区。公司以客户为中心的文化引领我们迈步向前和开辟新途为客户提供更佳服务。例如：公司推行智能信息平台，利用信息和智能技术促进客户与管家的在线互动，提升了客户体验、减少倚赖人手劳动并提升运营效率。公司相信与恒大集团的紧密合作建立了高度可见的增长途径。中国恒大集团为业务多元化企业集团，业务覆盖房地产、文化旅游、健康管理及新能源汽车等。根据中国房地产TOP10研究组的研究，于2020年，以综合实力计，恒大集团是中国房地产开发行业的标杆龙头；根据克而瑞的排名，以应占签约销售计，自2017年起连续三年在中国物业开发商排名中位居榜首。恒大物业认为恒大集团庞大的土地储备为他们开发优质项目提供具有巨大潜力的途径。今年8月，恒大物业曾引入一轮235亿港元战略投资，投资方包括华泰国际大湾区有限公司、华人置业创始人刘銮雄之妻陈凯韵、云锋基金、腾讯、农银国际、中信、光大控股、红杉中国、周大福等14家。其中，许家印好友，华人置业创始人刘銮雄的妻子、华人置业执行董事陈凯韵投资45亿港元，持股比例5.373%；云峰基金认购15亿港元，持股比例1.791%；腾讯认购12亿港元，持股比例1.433%；夏海钧认购5.5亿港元，持股0.657%；周大福创始人郑家纯家族认购5亿港元，持股比例0.597%。以此折算，此次战略投资恒大物业估值约为837.5亿港元（约合750亿元人民币），在部分投资者看来这一估值水平已在较高位置。恒大物业称，随着该等战略投资者进行投资，公司可开拓具协同效益的新服务类型，并与彼等进行其他合作，从而加强业务运营范围和深度，并为长远可持续增长带来贡献。于往绩记录期，恒大物业的优质服务带来稳健经营业绩。于2017年、2018年及2019年以及截至2020年6月30日止六个月，公司的收入分别为人民币（下同）43.994亿元、59.032亿元、73.327亿元及45.639亿元；公司净利润分别为1.066亿元、2.39亿元、9.305亿元及11.477亿元。于2017年、2018年及2019年以及截至2020年6月30日止六个月，公司向五大客户销售的收入分别为19.43亿元、24.607亿元、28.123亿元及17.137亿元，分别占公司总收入的约44.2%、41.7%、38.4%及37.6%。同期，公司向单一最大客户恒大集团销售的收入分别为19.354亿元、24.397亿元、26.583亿元及15.974亿元，分别占公司总收入的约44.0%、41.3%、36.3%及35.0%。不过，从招股说明书中可以明确看到，恒大物业规模和盈利上的优势主要来源于恒大集团，但这一单一的业绩来源，或让恒大物业面临潜在风险。公开资料显示，恒大物业管理的绝大部分物业均由恒大集团开发。截至2017年、2018年及2019年12月31日及2020年6月30日，由恒大集团所开发物业的在管面积分别占总在管面积的99.6%、98.8%、98.4%及98.9%。截至2020年6月末，恒大物业716项在管项目中只有13项约102.4万平米来自独立第三方，超过99%在管面积为承接母公司及其联营和合营公司的项目；与之对应，其的物业管理服务收入近乎百分百来自关联方。更值得一提的是，恒大物业的单一最大客户即是恒大集团，2017-2019年及2020上半年为其贡献销售收入19.35亿元、24.40亿元、26.58亿元及15.97亿元，分别占其总收入约44.0%、41.3%、36.3%及35.0%。对单一开发商的过度依赖，会影响物业公司自身的造血能力，进而影响企业估值，尤其是在当前房地产行业马太效应明显的情况下，物管企业独立开发业务能力的衡量其核心竞争力的关键。","news_type":1},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390277778,"gmtCreate":1605802892194,"gmtModify":1703839804319,"author":{"id":"3464917262570865","authorId":"3464917262570865","name":"一生黑白","avatar":"https://static.laohu8.com/4b67ef3ecc1a4e262ac91654e403af0b","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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