Eric0802的个人主页 - 老虎社区

Eric0802

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IP属地：北京

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2019-04-17

$优信(UXIN)$这个机构做空过很多中概股，包括京东陌陌，现在什么也做不了，等官方回复吧！

2019-01-29

$优信(UXIN)$ 怎么能坚持不抛啊？有点忍不住了

2019-04-17

$优信(UXIN)$现在官方已经回应，会出具具体报告回应做空机构，现在就看有没有持股机构出面力挺了。

2019-05-29

$优信(UXIN)$ 再来一次上次财报的玩法吧

2020-09-28

$中国恒大(03333)$有传闻的公司，不管好坏最好别买

2019-05-08

$优信(UXIN)$ 我坚信只要不倒闭股价会回归的[[流泪]

2019-03-17

$优信(UXIN)$2019年开放1500家加盟店，可以迅速铺开业务，降低成本和重资产模式，但长期来看很考验管理和品控能力

2019-05-10

$优信(UXIN)$ 什么时候出季报啊？

2019-04-25

$优信(UXIN)$ 请问哪天优信完全不能加杠杆？

2020-07-20

又薅美国羊毛去了啊

消息称理想汽车将于7月31日正式登陆纳斯达克

2020-05-29

这就能炒作起来，韭菜还是多啊

抱歉，原内容已删除

2019-06-10

$优信(UXIN)$ 感觉的确可以退市了

2019-04-25

$优信(UXIN)$ 很多人成本低，总会有砸盘的时候

2019-04-25

$优信(UXIN)$ 哈哈，看来做空机构的是否又有新内容了啊？

2019-04-17

$优信(UXIN)$也不会回购点股票，显示一下态度，虽然没钱吧[捂脸]

2019-04-17

$优信(UXIN)$是不是大家都在卖盘去杠杆啊！

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/KC\">金山云</a>正式在纳斯达克挂牌上市，成为“瑞幸事件”后首家在美上市的国内科技企业，这距离其正式递交F-1文件（4月17日）“仅”过去3周。</p><p>在此之后，<a href=\"https://laohu8.com/S/DADA\">达达集团</a>、<a href=\"https://laohu8.com/S/BNR\">燃石医学</a>、<a href=\"https://laohu8.com/S/QH\">趣活</a>、<a href=\"https://laohu8.com/S/API\">声网</a>Agora、Blued母公司<a href=\"https://laohu8.com/S/BLCT\">蓝城兄弟</a>等多家明星公司均在三周左右的时间内即完成从正式递表到挂牌上市，而耗时相对较长的uCloudlink<a href=\"https://laohu8.com/S/UCL\">优克联</a>也在40天之内走完全部流程；此外，早在2019年11月21日就已正式递表的<a href=\"https://laohu8.com/S/GTH\">泛生子</a>生物，同样选择在第二季度重启上市进程并在2周内正式登陆纳斯达克。</p><p>无疑，国内企业赴美上市的进程明显提速，当然其中很重要的一个原因便是路演基本上均可在线上完成。</p><p>而从上市后的反馈来看，中概股的股价表现同样几乎未受“瑞幸事件”影响其中，声网Agora开盘高达125%的涨幅是2020年上半年全球所有在美上市企业中涨幅最大的一家，截至美东时间7月17日收盘仍保持约147%的涨幅，市值约为50.76亿美元；而另一家云服务商金山云上市首日同样上涨超40%，截至美东时间7月17日收盘涨幅达106%，市值达65.49亿美元。</p><p>此外，消费领域的达达集团在经历首日持平收盘后，迄今也已实现近70%的涨幅；医疗赛道的燃石医学则在首日上涨49%后，目前的涨幅同样超过72%。</p><p>以此来看，鉴于第三季度是2020年一个较好的上市时间窗口，以及蔚来汽车过去一周曾一度达到近180亿美元的新高市值，理想汽车选择在7月底正式挂牌似乎也是一个水到渠成的结果。</p><p><b>成本控制成理想汽车最大亮点</b></p><p>回到理想汽车本身。</p><p>作为国内首家将增程式电动汽车（EREV）商业化的公司，理想汽车于2019年11月开始量产第一款车型——理想ONE，截至2020年6月30日共交付超过1.04万辆理想ONE；并计划在2022年推出一款全尺寸高级电动SUV，并将配备新一代EREV动力系统，进一步开发中型及紧凑型SUV以瞄准更广泛的用户群体。</p><p>在中汽协发布的2020年上半年中<a href=\"https://laohu8.com/S/600617\">国新能源</a>中大型SUV（包括混合动力、插电式混合动力、纯电动以及增程式电动）销量TOP 10榜单中，理想ONE以9666辆的总销量占前十名总计销量的46%。</p><p>财务数据方面，2019年，理想汽车的营收为2.84亿元（人民币，下同），其中包括2.81亿元的车辆销售收入以及340万元的其他销售及服务收入，涵盖充电、车联网连接、FOTA升级、保修延长、会员服务等。</p><p>2020年第一季度，即理想ONE交付后的第一个完成季度，理想汽车的营收为8.52亿元，其中包括8.41亿元的车辆销售收入以及1062万元的其他销售及服务收入。</p><p>2018年和2019年，理想汽车的净亏损分别为15.32亿元和24.38亿元，两年总计亏损不足40亿元，亏损规模之少在具有一定体量的“造车新势力”中较为罕见。2020年第一季度，理想汽车的净亏损为7711万元，而2019年同期则为3.58亿元。</p><p>此外，在2019年第四季度录得-9.5万元的毛利后，今年第一季度理想汽车的毛利达6829万元，毛利率为8.02%，其中整车毛利率为8.45%。</p><p>而根据蔚来创始人兼董事长李斌在Q1财报电话会议上表示，“蔚来第二季度整车毛利率预计可以达到5%，整体业务毛利率可以达到3%。</p><p>显然，在成本控制方面，理想汽车的表现明显优于蔚来。其中一部分原因是相较于纯电动式，理想汽车切入的增程式电动技术成本更低一些；而另一大原因则是李想“对于成本和效率近乎变态的要求”。</p><p>2020年第一季度，理想汽车的销售及行政费用为1.12亿元，而蔚来汽车在Q1该项费用则为8.48亿元。</p><p>某种意义上来讲，蔚来对于客户乃至公司员工都致力于提供最好的体验，而理想汽车的逻辑则是“健康的现金流才是王道”。</p><p>截至2020年第一季度，理想汽车拥有的现金及现金等价物为10.54亿元。</p><p>IPO前，理想汽车创始人、董事长兼CEO李想共持有25.1%的股份，并享有70.3%的投票权；总裁沈亚楠和首席财务官李铁则各自持有1.1%和1.0%的股份。此外，<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>联合创始人樊铮则持有6.1%的股份和2.4%的投票权。</p><p>外部投资方中，王兴个人及美团旗下全资子公司总计持有理想汽车23.5%的股份和9.3%的投票权。而在理想汽车递交F-1文件前，王兴也是唯一一名除管理层外的董事。</p><p>在7月1日完成由美团全资子公司领投的5.5亿美元D轮融资后，理想汽车的估值为40.5亿美元。</p><p>而综合目前市场环境及多位二级市场分析师的观点来看，理想汽车上市后在较短时间内达到80至100亿美元的市值，或许已成一种必然。</p>","source":"ipozaozhidao","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>消息称理想汽车将于7月31日正式登陆纳斯达克</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消息称理想汽车将于7月31日正式登陆纳斯达克\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-20 09:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://page.om.qq.com/page/OYOWAvHiExZ5deQ4WBgN9FYA0><strong>IPO早知道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>\"理想汽车募资规模约5-10亿美元。\"据IPO早知道消息，理想汽车计划于北京时间7月31日晚间正式以“LI”为股票代码在纳斯达克挂牌上市，成为继蔚来汽车后，第二家在美上市的国内“造车新势力”。美东时间7月10日，理想汽车正式向美国证券交易委员会（SEC）递交F-1招股文件，这距离其首次递交DRS文件（2019年12月6日）已过去7个月的时间。进展一切顺利的话，理想汽车将于本周更新F-1文件，公布...</p>\n\n<a href=\"https://page.om.qq.com/page/OYOWAvHiExZ5deQ4WBgN9FYA0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/018e2ea981f2207d0ea74f571cc97da9","relate_stocks":{"LI":"理想汽车"},"source_url":"https://page.om.qq.com/page/OYOWAvHiExZ5deQ4WBgN9FYA0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197123237","content_text":"\"理想汽车募资规模约5-10亿美元。\"据IPO早知道消息，理想汽车计划于北京时间7月31日晚间正式以“LI”为股票代码在纳斯达克挂牌上市，成为继蔚来汽车后，第二家在美上市的国内“造车新势力”。美东时间7月10日，理想汽车正式向美国证券交易委员会（SEC）递交F-1招股文件，这距离其首次递交DRS文件（2019年12月6日）已过去7个月的时间。进展一切顺利的话，理想汽车将于本周更新F-1文件，公布发行区间及募资规模，目前初步拟定的挂牌时间为7月31日。在F-1招股说明书中，理想汽车用作“占位符”的拟定募资额为1亿美元。IPO早知道获悉，理想汽车实际的募资规模或将至少达到约5亿美元，并成为2020年至今在美上市所有中国企业中IPO募资额最大的一家；至多则可达到10亿美元，追平蔚来汽车2018年上市时的募资规模。国内新经济公司接连成功在美上市值得一提的是，尽管在3、4月经历了美股市场整体波动及“瑞幸造假”事件所带来的巨大信任危机，但国内新经济公司近期赴美上市的顺利程度及上市后的股价表现均呈向好之势。北京时间5月8日，金山云正式在纳斯达克挂牌上市，成为“瑞幸事件”后首家在美上市的国内科技企业，这距离其正式递交F-1文件（4月17日）“仅”过去3周。在此之后，达达集团、燃石医学、趣活、声网Agora、Blued母公司蓝城兄弟等多家明星公司均在三周左右的时间内即完成从正式递表到挂牌上市，而耗时相对较长的uCloudlink优克联也在40天之内走完全部流程；此外，早在2019年11月21日就已正式递表的泛生子生物，同样选择在第二季度重启上市进程并在2周内正式登陆纳斯达克。无疑，国内企业赴美上市的进程明显提速，当然其中很重要的一个原因便是路演基本上均可在线上完成。而从上市后的反馈来看，中概股的股价表现同样几乎未受“瑞幸事件”影响其中，声网Agora开盘高达125%的涨幅是2020年上半年全球所有在美上市企业中涨幅最大的一家，截至美东时间7月17日收盘仍保持约147%的涨幅，市值约为50.76亿美元；而另一家云服务商金山云上市首日同样上涨超40%，截至美东时间7月17日收盘涨幅达106%，市值达65.49亿美元。此外，消费领域的达达集团在经历首日持平收盘后，迄今也已实现近70%的涨幅；医疗赛道的燃石医学则在首日上涨49%后，目前的涨幅同样超过72%。以此来看，鉴于第三季度是2020年一个较好的上市时间窗口，以及蔚来汽车过去一周曾一度达到近180亿美元的新高市值，理想汽车选择在7月底正式挂牌似乎也是一个水到渠成的结果。成本控制成理想汽车最大亮点回到理想汽车本身。作为国内首家将增程式电动汽车（EREV）商业化的公司，理想汽车于2019年11月开始量产第一款车型——理想ONE，截至2020年6月30日共交付超过1.04万辆理想ONE；并计划在2022年推出一款全尺寸高级电动SUV，并将配备新一代EREV动力系统，进一步开发中型及紧凑型SUV以瞄准更广泛的用户群体。在中汽协发布的2020年上半年中国新能源中大型SUV（包括混合动力、插电式混合动力、纯电动以及增程式电动）销量TOP 10榜单中，理想ONE以9666辆的总销量占前十名总计销量的46%。财务数据方面，2019年，理想汽车的营收为2.84亿元（人民币，下同），其中包括2.81亿元的车辆销售收入以及340万元的其他销售及服务收入，涵盖充电、车联网连接、FOTA升级、保修延长、会员服务等。2020年第一季度，即理想ONE交付后的第一个完成季度，理想汽车的营收为8.52亿元，其中包括8.41亿元的车辆销售收入以及1062万元的其他销售及服务收入。2018年和2019年，理想汽车的净亏损分别为15.32亿元和24.38亿元，两年总计亏损不足40亿元，亏损规模之少在具有一定体量的“造车新势力”中较为罕见。2020年第一季度，理想汽车的净亏损为7711万元，而2019年同期则为3.58亿元。此外，在2019年第四季度录得-9.5万元的毛利后，今年第一季度理想汽车的毛利达6829万元，毛利率为8.02%，其中整车毛利率为8.45%。而根据蔚来创始人兼董事长李斌在Q1财报电话会议上表示，“蔚来第二季度整车毛利率预计可以达到5%，整体业务毛利率可以达到3%。显然，在成本控制方面，理想汽车的表现明显优于蔚来。其中一部分原因是相较于纯电动式，理想汽车切入的增程式电动技术成本更低一些；而另一大原因则是李想“对于成本和效率近乎变态的要求”。2020年第一季度，理想汽车的销售及行政费用为1.12亿元，而蔚来汽车在Q1该项费用则为8.48亿元。某种意义上来讲，蔚来对于客户乃至公司员工都致力于提供最好的体验，而理想汽车的逻辑则是“健康的现金流才是王道”。截至2020年第一季度，理想汽车拥有的现金及现金等价物为10.54亿元。IPO前，理想汽车创始人、董事长兼CEO李想共持有25.1%的股份，并享有70.3%的投票权；总裁沈亚楠和首席财务官李铁则各自持有1.1%和1.0%的股份。此外，汽车之家联合创始人樊铮则持有6.1%的股份和2.4%的投票权。外部投资方中，王兴个人及美团旗下全资子公司总计持有理想汽车23.5%的股份和9.3%的投票权。而在理想汽车递交F-1文件前，王兴也是唯一一名除管理层外的董事。在7月1日完成由美团全资子公司领投的5.5亿美元D轮融资后，理想汽车的估值为40.5亿美元。而综合目前市场环境及多位二级市场分析师的观点来看，理想汽车上市后在较短时间内达到80至100亿美元的市值，或许已成一种必然。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951823295,"gmtCreate":1590738085017,"gmtModify":1704193568626,"author":{"id":"3473638278287725","authorId":"3473638278287725","name":"Eric0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473638278287725","authorIdStr":"3473638278287725"},"themes":[],"htmlText":"这就能炒作起来，韭菜还是多啊","listText":"这就能炒作起来，韭菜还是多啊","text":"这就能炒作起来，韭菜还是多啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951823295","repostId":"2038724264","repostType":4,"repost":{"id":"2038724264","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":1590677376,"share":"https://www.laohu8.com/m/news/2038724264?lang=&edition=full","pubTime":"2020-05-28 22:49","market":"us","language":"zh","title":"和信贷推出社交电商平台，盘中暴涨190%","url":"https://stock-news.laohu8.com/highlight/detail?id=2038724264","media":"老虎资讯综合","summary":"5月28日盘中，和信贷出现火箭式飙升，盘中涨幅超190%，截至发稿股价报1.40美元，盘中最高报1.65美元。5月28日，和信贷正式宣布推出全新的社交电商平台“小白买买”，该平台将聚焦新一代城市中产阶","content":"<p>5月28日盘中，<a href=\"https://laohu8.com/S/HX\">和信贷</a>出现火箭式飙升，盘中涨幅超190%，截至发稿股价报1.40美元，盘中最高报1.65美元。</p><p><img src=\"https://static.tigerbbs.com/28e984809269f2443494a9dd299a8675\" tg-width=\"840\" tg-height=\"470\"></p><p>5月28日，和信贷正式宣布推出全新的社交电商平台“小白买买”，该平台将聚焦新一代城市中产阶层以及富裕消费群体，打造全新的“精品会员+社交分享”运营模式，满足目标群体对于个人、家庭生活品质的追求。小白买买将由和信数字科技有限公司独立运营。</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>和信贷推出社交电商平台，盘中暴涨190%</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\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和信贷推出社交电商平台，盘中暴涨190%\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\">2020-05-28 22:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月28日盘中，<a href=\"https://laohu8.com/S/HX\">和信贷</a>出现火箭式飙升，盘中涨幅超190%，截至发稿股价报1.40美元，盘中最高报1.65美元。</p><p><img src=\"https://static.tigerbbs.com/28e984809269f2443494a9dd299a8675\" tg-width=\"840\" tg-height=\"470\"></p><p>5月28日，和信贷正式宣布推出全新的社交电商平台“小白买买”，该平台将聚焦新一代城市中产阶层以及富裕消费群体，打造全新的“精品会员+社交分享”运营模式，满足目标群体对于个人、家庭生活品质的追求。小白买买将由和信数字科技有限公司独立运营。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ddf33946e88e517fe583c1190baef830","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2038724264","content_text":"5月28日盘中，和信贷出现火箭式飙升，盘中涨幅超190%，截至发稿股价报1.40美元，盘中最高报1.65美元。5月28日，和信贷正式宣布推出全新的社交电商平台“小白买买”，该平台将聚焦新一代城市中产阶层以及富裕消费群体，打造全新的“精品会员+社交分享”运营模式，满足目标群体对于个人、家庭生活品质的追求。小白买买将由和信数字科技有限公司独立运营。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":905324327,"gmtCreate":1560176445069,"gmtModify":1704699595703,"author":{"id":"3473638278287725","authorId":"3473638278287725","name":"Eric0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473638278287725","authorIdStr":"3473638278287725"},"themes":[],"htmlText":"$优信(UXIN)$ 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09:30","market":"us","language":"zh","title":"消息称理想汽车将于7月31日正式登陆纳斯达克","url":"https://stock-news.laohu8.com/highlight/detail?id=1197123237","media":"IPO早知道","summary":"\"理想汽车募资规模约5-10亿美元。\"据IPO早知道消息，理想汽车计划于北京时间7月31日晚间正式以“LI”为股票代码在纳斯达克挂牌上市，成为继蔚来汽车后，第二家在美上市的国内“造车新势力”。美东时间","content":"<blockquote>\"<a href=\"https://laohu8.com/S/LI\">理想汽车</a>募资规模约5-10亿美元。\"</blockquote><p>据IPO早知道消息，理想汽车计划于北京时间7月31日晚间正式以“LI”为股票代码在纳斯达克挂牌上市，成为继<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车后，第二家在美上市的国内“造车新势力”。</p><p>美东时间7月10日，理想汽车正式向美国证券交易委员会（SEC）递交F-1招股文件，这距离其首次递交DRS文件（2019年12月6日）已过去7个月的时间。</p><p>进展一切顺利的话，理想汽车将于本周更新F-1文件，公布发行区间及募资规模，目前初步拟定的挂牌时间为7月31日。</p><p>在F-1招股说明书中，理想汽车用作“占位符”的拟定募资额为1亿美元。</p><p>IPO早知道获悉，理想汽车实际的募资规模或将至少达到约5亿美元，并成为2020年至今在美上市所有中国企业中IPO募资额最大的一家；至多则可达到10亿美元，追平蔚来汽车2018年上市时的募资规模。</p><p><b>国内新经济公司接连成功在美上市</b></p><p>值得一提的是，尽管在3、4月经历了美股市场整体波动及“瑞幸造假”事件所带来的巨大信任危机，但国内新经济公司近期赴美上市的顺利程度及上市后的股价表现均呈向好之势。北京时间5月8日，<a href=\"https://laohu8.com/S/KC\">金山云</a>正式在纳斯达克挂牌上市，成为“瑞幸事件”后首家在美上市的国内科技企业，这距离其正式递交F-1文件（4月17日）“仅”过去3周。</p><p>在此之后，<a href=\"https://laohu8.com/S/DADA\">达达集团</a>、<a href=\"https://laohu8.com/S/BNR\">燃石医学</a>、<a href=\"https://laohu8.com/S/QH\">趣活</a>、<a href=\"https://laohu8.com/S/API\">声网</a>Agora、Blued母公司<a href=\"https://laohu8.com/S/BLCT\">蓝城兄弟</a>等多家明星公司均在三周左右的时间内即完成从正式递表到挂牌上市，而耗时相对较长的uCloudlink<a href=\"https://laohu8.com/S/UCL\">优克联</a>也在40天之内走完全部流程；此外，早在2019年11月21日就已正式递表的<a href=\"https://laohu8.com/S/GTH\">泛生子</a>生物，同样选择在第二季度重启上市进程并在2周内正式登陆纳斯达克。</p><p>无疑，国内企业赴美上市的进程明显提速，当然其中很重要的一个原因便是路演基本上均可在线上完成。</p><p>而从上市后的反馈来看，中概股的股价表现同样几乎未受“瑞幸事件”影响其中，声网Agora开盘高达125%的涨幅是2020年上半年全球所有在美上市企业中涨幅最大的一家，截至美东时间7月17日收盘仍保持约147%的涨幅，市值约为50.76亿美元；而另一家云服务商金山云上市首日同样上涨超40%，截至美东时间7月17日收盘涨幅达106%，市值达65.49亿美元。</p><p>此外，消费领域的达达集团在经历首日持平收盘后，迄今也已实现近70%的涨幅；医疗赛道的燃石医学则在首日上涨49%后，目前的涨幅同样超过72%。</p><p>以此来看，鉴于第三季度是2020年一个较好的上市时间窗口，以及蔚来汽车过去一周曾一度达到近180亿美元的新高市值，理想汽车选择在7月底正式挂牌似乎也是一个水到渠成的结果。</p><p><b>成本控制成理想汽车最大亮点</b></p><p>回到理想汽车本身。</p><p>作为国内首家将增程式电动汽车（EREV）商业化的公司，理想汽车于2019年11月开始量产第一款车型——理想ONE，截至2020年6月30日共交付超过1.04万辆理想ONE；并计划在2022年推出一款全尺寸高级电动SUV，并将配备新一代EREV动力系统，进一步开发中型及紧凑型SUV以瞄准更广泛的用户群体。</p><p>在中汽协发布的2020年上半年中<a href=\"https://laohu8.com/S/600617\">国新能源</a>中大型SUV（包括混合动力、插电式混合动力、纯电动以及增程式电动）销量TOP 10榜单中，理想ONE以9666辆的总销量占前十名总计销量的46%。</p><p>财务数据方面，2019年，理想汽车的营收为2.84亿元（人民币，下同），其中包括2.81亿元的车辆销售收入以及340万元的其他销售及服务收入，涵盖充电、车联网连接、FOTA升级、保修延长、会员服务等。</p><p>2020年第一季度，即理想ONE交付后的第一个完成季度，理想汽车的营收为8.52亿元，其中包括8.41亿元的车辆销售收入以及1062万元的其他销售及服务收入。</p><p>2018年和2019年，理想汽车的净亏损分别为15.32亿元和24.38亿元，两年总计亏损不足40亿元，亏损规模之少在具有一定体量的“造车新势力”中较为罕见。2020年第一季度，理想汽车的净亏损为7711万元，而2019年同期则为3.58亿元。</p><p>此外，在2019年第四季度录得-9.5万元的毛利后，今年第一季度理想汽车的毛利达6829万元，毛利率为8.02%，其中整车毛利率为8.45%。</p><p>而根据蔚来创始人兼董事长李斌在Q1财报电话会议上表示，“蔚来第二季度整车毛利率预计可以达到5%，整体业务毛利率可以达到3%。</p><p>显然，在成本控制方面，理想汽车的表现明显优于蔚来。其中一部分原因是相较于纯电动式，理想汽车切入的增程式电动技术成本更低一些；而另一大原因则是李想“对于成本和效率近乎变态的要求”。</p><p>2020年第一季度，理想汽车的销售及行政费用为1.12亿元，而蔚来汽车在Q1该项费用则为8.48亿元。</p><p>某种意义上来讲，蔚来对于客户乃至公司员工都致力于提供最好的体验，而理想汽车的逻辑则是“健康的现金流才是王道”。</p><p>截至2020年第一季度，理想汽车拥有的现金及现金等价物为10.54亿元。</p><p>IPO前，理想汽车创始人、董事长兼CEO李想共持有25.1%的股份，并享有70.3%的投票权；总裁沈亚楠和首席财务官李铁则各自持有1.1%和1.0%的股份。此外，<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>联合创始人樊铮则持有6.1%的股份和2.4%的投票权。</p><p>外部投资方中，王兴个人及美团旗下全资子公司总计持有理想汽车23.5%的股份和9.3%的投票权。而在理想汽车递交F-1文件前，王兴也是唯一一名除管理层外的董事。</p><p>在7月1日完成由美团全资子公司领投的5.5亿美元D轮融资后，理想汽车的估值为40.5亿美元。</p><p>而综合目前市场环境及多位二级市场分析师的观点来看，理想汽车上市后在较短时间内达到80至100亿美元的市值，或许已成一种必然。</p>","source":"ipozaozhidao","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>消息称理想汽车将于7月31日正式登陆纳斯达克</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消息称理想汽车将于7月31日正式登陆纳斯达克\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-20 09:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://page.om.qq.com/page/OYOWAvHiExZ5deQ4WBgN9FYA0><strong>IPO早知道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>\"理想汽车募资规模约5-10亿美元。\"据IPO早知道消息，理想汽车计划于北京时间7月31日晚间正式以“LI”为股票代码在纳斯达克挂牌上市，成为继蔚来汽车后，第二家在美上市的国内“造车新势力”。美东时间7月10日，理想汽车正式向美国证券交易委员会（SEC）递交F-1招股文件，这距离其首次递交DRS文件（2019年12月6日）已过去7个月的时间。进展一切顺利的话，理想汽车将于本周更新F-1文件，公布...</p>\n\n<a href=\"https://page.om.qq.com/page/OYOWAvHiExZ5deQ4WBgN9FYA0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/018e2ea981f2207d0ea74f571cc97da9","relate_stocks":{"LI":"理想汽车"},"source_url":"https://page.om.qq.com/page/OYOWAvHiExZ5deQ4WBgN9FYA0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197123237","content_text":"\"理想汽车募资规模约5-10亿美元。\"据IPO早知道消息，理想汽车计划于北京时间7月31日晚间正式以“LI”为股票代码在纳斯达克挂牌上市，成为继蔚来汽车后，第二家在美上市的国内“造车新势力”。美东时间7月10日，理想汽车正式向美国证券交易委员会（SEC）递交F-1招股文件，这距离其首次递交DRS文件（2019年12月6日）已过去7个月的时间。进展一切顺利的话，理想汽车将于本周更新F-1文件，公布发行区间及募资规模，目前初步拟定的挂牌时间为7月31日。在F-1招股说明书中，理想汽车用作“占位符”的拟定募资额为1亿美元。IPO早知道获悉，理想汽车实际的募资规模或将至少达到约5亿美元，并成为2020年至今在美上市所有中国企业中IPO募资额最大的一家；至多则可达到10亿美元，追平蔚来汽车2018年上市时的募资规模。国内新经济公司接连成功在美上市值得一提的是，尽管在3、4月经历了美股市场整体波动及“瑞幸造假”事件所带来的巨大信任危机，但国内新经济公司近期赴美上市的顺利程度及上市后的股价表现均呈向好之势。北京时间5月8日，金山云正式在纳斯达克挂牌上市，成为“瑞幸事件”后首家在美上市的国内科技企业，这距离其正式递交F-1文件（4月17日）“仅”过去3周。在此之后，达达集团、燃石医学、趣活、声网Agora、Blued母公司蓝城兄弟等多家明星公司均在三周左右的时间内即完成从正式递表到挂牌上市，而耗时相对较长的uCloudlink优克联也在40天之内走完全部流程；此外，早在2019年11月21日就已正式递表的泛生子生物，同样选择在第二季度重启上市进程并在2周内正式登陆纳斯达克。无疑，国内企业赴美上市的进程明显提速，当然其中很重要的一个原因便是路演基本上均可在线上完成。而从上市后的反馈来看，中概股的股价表现同样几乎未受“瑞幸事件”影响其中，声网Agora开盘高达125%的涨幅是2020年上半年全球所有在美上市企业中涨幅最大的一家，截至美东时间7月17日收盘仍保持约147%的涨幅，市值约为50.76亿美元；而另一家云服务商金山云上市首日同样上涨超40%，截至美东时间7月17日收盘涨幅达106%，市值达65.49亿美元。此外，消费领域的达达集团在经历首日持平收盘后，迄今也已实现近70%的涨幅；医疗赛道的燃石医学则在首日上涨49%后，目前的涨幅同样超过72%。以此来看，鉴于第三季度是2020年一个较好的上市时间窗口，以及蔚来汽车过去一周曾一度达到近180亿美元的新高市值，理想汽车选择在7月底正式挂牌似乎也是一个水到渠成的结果。成本控制成理想汽车最大亮点回到理想汽车本身。作为国内首家将增程式电动汽车（EREV）商业化的公司，理想汽车于2019年11月开始量产第一款车型——理想ONE，截至2020年6月30日共交付超过1.04万辆理想ONE；并计划在2022年推出一款全尺寸高级电动SUV，并将配备新一代EREV动力系统，进一步开发中型及紧凑型SUV以瞄准更广泛的用户群体。在中汽协发布的2020年上半年中国新能源中大型SUV（包括混合动力、插电式混合动力、纯电动以及增程式电动）销量TOP 10榜单中，理想ONE以9666辆的总销量占前十名总计销量的46%。财务数据方面，2019年，理想汽车的营收为2.84亿元（人民币，下同），其中包括2.81亿元的车辆销售收入以及340万元的其他销售及服务收入，涵盖充电、车联网连接、FOTA升级、保修延长、会员服务等。2020年第一季度，即理想ONE交付后的第一个完成季度，理想汽车的营收为8.52亿元，其中包括8.41亿元的车辆销售收入以及1062万元的其他销售及服务收入。2018年和2019年，理想汽车的净亏损分别为15.32亿元和24.38亿元，两年总计亏损不足40亿元，亏损规模之少在具有一定体量的“造车新势力”中较为罕见。2020年第一季度，理想汽车的净亏损为7711万元，而2019年同期则为3.58亿元。此外，在2019年第四季度录得-9.5万元的毛利后，今年第一季度理想汽车的毛利达6829万元，毛利率为8.02%，其中整车毛利率为8.45%。而根据蔚来创始人兼董事长李斌在Q1财报电话会议上表示，“蔚来第二季度整车毛利率预计可以达到5%，整体业务毛利率可以达到3%。显然，在成本控制方面，理想汽车的表现明显优于蔚来。其中一部分原因是相较于纯电动式，理想汽车切入的增程式电动技术成本更低一些；而另一大原因则是李想“对于成本和效率近乎变态的要求”。2020年第一季度，理想汽车的销售及行政费用为1.12亿元，而蔚来汽车在Q1该项费用则为8.48亿元。某种意义上来讲，蔚来对于客户乃至公司员工都致力于提供最好的体验，而理想汽车的逻辑则是“健康的现金流才是王道”。截至2020年第一季度，理想汽车拥有的现金及现金等价物为10.54亿元。IPO前，理想汽车创始人、董事长兼CEO李想共持有25.1%的股份，并享有70.3%的投票权；总裁沈亚楠和首席财务官李铁则各自持有1.1%和1.0%的股份。此外，汽车之家联合创始人樊铮则持有6.1%的股份和2.4%的投票权。外部投资方中，王兴个人及美团旗下全资子公司总计持有理想汽车23.5%的股份和9.3%的投票权。而在理想汽车递交F-1文件前，王兴也是唯一一名除管理层外的董事。在7月1日完成由美团全资子公司领投的5.5亿美元D轮融资后，理想汽车的估值为40.5亿美元。而综合目前市场环境及多位二级市场分析师的观点来看，理想汽车上市后在较短时间内达到80至100亿美元的市值，或许已成一种必然。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951823295,"gmtCreate":1590738085017,"gmtModify":1704193568626,"author":{"id":"3473638278287725","authorId":"3473638278287725","name":"Eric0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473638278287725","authorIdStr":"3473638278287725"},"themes":[],"htmlText":"这就能炒作起来，韭菜还是多啊","listText":"这就能炒作起来，韭菜还是多啊","text":"这就能炒作起来，韭菜还是多啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951823295","repostId":"2038724264","repostType":4,"isVote":1,"tweetType":1,"viewCount":1756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":905324327,"gmtCreate":1560176445069,"gmtModify":1704699595703,"author":{"id":"3473638278287725","authorId":"3473638278287725","name":"Eric0802","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3473638278287725","authorIdStr":"3473638278287725"},"themes":[],"htmlText":"$优信(UXIN)$ 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