养狼人的个人主页 - 老虎社区

养狼人

养狼人

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11-15

$特斯拉(TSLA)$ 冲400

11-13

$特斯拉(TSLA)$ 上400

11-12

$特斯拉(TSLA)$ 看500

11-12

$蔚来(NIO)$ 有这么差吗？

11-02

$特斯拉(TSLA)$ ai应用公司

10-07

看多

2023-04-05

h

@雷递:永臻科技冲刺上交所：拟募资17亿高瓴与君联是股东

2023-02-20

g

@读财研习社:赚指数，不赚钱

2023-02-09

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@小虎综合资讯:丰田汽车2023财年Q3营收超预期，下调全球产量预期

2023-01-24

h

@时代财经:国美年关难过：黄光裕忙还债，18年老员工无奈离职

2022-08-10

h

@财经无忌:阿维塔完成25亿元融资，“依赖症”仍未治愈

2022-07-11

h

@大柱投研笔记:答疑课 | 蓝筹股是什么意思？怎样的股票才能被称为蓝筹股呢？

2020-09-28

$华住集团-S(01179)$小长假来一波

2020-06-05

$传奇生物(LEGN)$蚊子肉哈哈

2020-04-02

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上市后首份年报，天味食品营收17亿，出口增长200%！

2020-02-03

$尚晋国际控股(02528)$何时是个底啊

2019-11-27

$蔚来(NIO)$兄弟们，先走一步，下站再上车[财迷]

2019-11-27

$蔚来(NIO)$守得云开见月明

2019-11-26

买1中1，中签率100%[龇牙]

2019-11-17

h

中美经贸高级别磋商双方牵头人通话

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有这么差吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369868230849008","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366405587239064,"gmtCreate":1730480629625,"gmtModify":1730480631487,"author":{"id":"3474888745211102","authorId":"3474888745211102","name":"养狼人","avatar":"https://static.tigerbbs.com/ff5f3ac77c053355a05f9308a63a70b5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3474888745211102","authorIdStr":"3474888745211102"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> ai应用公司","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> ai应用公司","text":"$特斯拉(TSLA)$ 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高瓴与君联是股东","htmlText":"雷递网 雷建平 4月4日 永臻科技股份有限公司（简称：“永臻科技”）日前递交招股书，准备在上交所主板上市。 永臻科技计划募资17.25亿元，其中，14.25亿元用于铝合金光伏边框支架与储能电池托盘项目一期光伏边框工程，3亿元用于补充流动资金。 年营收51.8亿 永臻股份主要从事绿色能源结构材料的研发、生产、销售及应用，已成为国内当先的铝合金光伏结构件制造商之一。公司主营产品包括光伏边框产品、光伏建筑一体化产品（BIPV）、分布式光伏支架结构件。 目前，永臻股份拥有江苏常州、辽宁营口、安徽滁州三大生产基地，总占地规模近500亩，可年产22万吨光伏边框，拥有近8,000万套光伏边框的产能。 以2022年全球光伏新增装机230GW计算，光伏边框年需求量约143万吨，公司市场占有率约为13.04%。到2030年，以CPIA预测乐观情况下全球光伏年新增装机量516GW计算，光伏边框年需求量可达320万吨。 目前公司芜湖年产27万吨光伏边框生产基地正在建设中，并拟在越南投资新建18万吨光伏边框生产基地，届时公司总产能可达67万吨。 招股书显示，永臻股份2020年、2021年、2022年营收分别为14.33亿元、29.52亿元、51.8亿元；净利分别为4721.84万元、9472.7万元、2.46亿元；扣非后净利分别为3003万元、9134.98万元、2.67亿元。 高瓴与君联是股东 汪献利直接持有8,811.86万股股份，占永臻股份股份总数的49.52%，邵东芳直接持有永臻股份500万股股份，占永臻股份股份总数的2.81%； 汪献利、邵东芳夫妇合计直接持有永臻股份52.33%的股份。此外，汪献利持有臻核投资1万元出资份额并担任执行事务合伙人，同时持有臻才投资1万元出资份额并担任执行事务合伙人；臻核投资直接持有发行人130.00万股股份，占永臻股份股份总数的0.73%，臻才投资直接持有发","listText":"雷递网 雷建平 4月4日 永臻科技股份有限公司（简称：“永臻科技”）日前递交招股书，准备在上交所主板上市。 永臻科技计划募资17.25亿元，其中，14.25亿元用于铝合金光伏边框支架与储能电池托盘项目一期光伏边框工程，3亿元用于补充流动资金。 年营收51.8亿 永臻股份主要从事绿色能源结构材料的研发、生产、销售及应用，已成为国内当先的铝合金光伏结构件制造商之一。公司主营产品包括光伏边框产品、光伏建筑一体化产品（BIPV）、分布式光伏支架结构件。 目前，永臻股份拥有江苏常州、辽宁营口、安徽滁州三大生产基地，总占地规模近500亩，可年产22万吨光伏边框，拥有近8,000万套光伏边框的产能。 以2022年全球光伏新增装机230GW计算，光伏边框年需求量约143万吨，公司市场占有率约为13.04%。到2030年，以CPIA预测乐观情况下全球光伏年新增装机量516GW计算，光伏边框年需求量可达320万吨。 目前公司芜湖年产27万吨光伏边框生产基地正在建设中，并拟在越南投资新建18万吨光伏边框生产基地，届时公司总产能可达67万吨。 招股书显示，永臻股份2020年、2021年、2022年营收分别为14.33亿元、29.52亿元、51.8亿元；净利分别为4721.84万元、9472.7万元、2.46亿元；扣非后净利分别为3003万元、9134.98万元、2.67亿元。 高瓴与君联是股东 汪献利直接持有8,811.86万股股份，占永臻股份股份总数的49.52%，邵东芳直接持有永臻股份500万股股份，占永臻股份股份总数的2.81%； 汪献利、邵东芳夫妇合计直接持有永臻股份52.33%的股份。此外，汪献利持有臻核投资1万元出资份额并担任执行事务合伙人，同时持有臻才投资1万元出资份额并担任执行事务合伙人；臻核投资直接持有发行人130.00万股股份，占永臻股份股份总数的0.73%，臻才投资直接持有发","text":"雷递网 雷建平 4月4日 永臻科技股份有限公司（简称：“永臻科技”）日前递交招股书，准备在上交所主板上市。 永臻科技计划募资17.25亿元，其中，14.25亿元用于铝合金光伏边框支架与储能电池托盘项目一期光伏边框工程，3亿元用于补充流动资金。 年营收51.8亿 永臻股份主要从事绿色能源结构材料的研发、生产、销售及应用，已成为国内当先的铝合金光伏结构件制造商之一。公司主营产品包括光伏边框产品、光伏建筑一体化产品（BIPV）、分布式光伏支架结构件。 目前，永臻股份拥有江苏常州、辽宁营口、安徽滁州三大生产基地，总占地规模近500亩，可年产22万吨光伏边框，拥有近8,000万套光伏边框的产能。 以2022年全球光伏新增装机230GW计算，光伏边框年需求量约143万吨，公司市场占有率约为13.04%。到2030年，以CPIA预测乐观情况下全球光伏年新增装机量516GW计算，光伏边框年需求量可达320万吨。 目前公司芜湖年产27万吨光伏边框生产基地正在建设中，并拟在越南投资新建18万吨光伏边框生产基地，届时公司总产能可达67万吨。 招股书显示，永臻股份2020年、2021年、2022年营收分别为14.33亿元、29.52亿元、51.8亿元；净利分别为4721.84万元、9472.7万元、2.46亿元；扣非后净利分别为3003万元、9134.98万元、2.67亿元。 高瓴与君联是股东 汪献利直接持有8,811.86万股股份，占永臻股份股份总数的49.52%，邵东芳直接持有永臻股份500万股股份，占永臻股份股份总数的2.81%； 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所谓病来如山倒，病区如抽丝，何况这么大的经济体，大概率今年的恢复路不会太平坦了。 对咱们个人来说，买吧，又担心指数进一步回落，毕竟年前这一轮反弹确实不少；卖吧，指数在震荡，又怕市场假摔后继续新的一轮上涨。 这种担心不说普遍，只要在这个市场，牛犇觉得时时刻刻都得有想法，人性没那么坚定，趋利避害是天性。 不用觉得自己是特例，大家都有担心。 说到底无非就是价格和耐心。 投资这件事需要保持理性，理性者正确，乐观者成功，如果你能做到在市场低估时敢于买入，市场合理时勇于持有，市场高估时坚决卖出。 牛犇认为已经超过了80%的人，同时又能将耐心持续贯穿整个持有的周期过程中，不会每天关注市场的短期影响，我认为你能很好的活下去，且可能会保持着稳定的盈利。 遑论技术、政策、工具、策略等，基础的特质能决定后面很多走向。 何况，随着未来注册制的铺开，强者恒强，弱者恒弱，结构性行情一定会是主流，全面的行情可能会更少，从2015年结束上一轮全面牛市以来，8年时间A股经历了多少次结构小牛。 看似指数未涨，但一些优质的公司股价早已超过上一轮牛市，这就是变化。 所以，大概率将来赚指数不赚钱会成为很多人的真实写照。 二. 2月17日指数估值播报(第1239期) 创业板：PE市盈率从41.75降至40.76，重新回到了低估区域。目前创业板的估值十年百分位只有17.15%，极小值27.22，距离这个位置还有很大的空间。而极小值创造的时间是2018年，估计未来想要探底，有机会但比较困难。 创业板指数本身的质地很不错，近14年涨幅中，上涨概率57.14%，但对每年的涨幅求和，幅度还是挺惊人的，达到187.59%。 再看其样本，6万亿的市值中已经有不少国内顶流公司，电池龙头宁德时代、医疗","listText":"年后三周的交易，指数大多数情况都在进行震荡，虽然大方向大家的观点可能一致，但显然一个体格健壮的人生病三年，靠几个月的营养是很难恢复的。 所谓病来如山倒，病区如抽丝，何况这么大的经济体，大概率今年的恢复路不会太平坦了。 对咱们个人来说，买吧，又担心指数进一步回落，毕竟年前这一轮反弹确实不少；卖吧，指数在震荡，又怕市场假摔后继续新的一轮上涨。 这种担心不说普遍，只要在这个市场，牛犇觉得时时刻刻都得有想法，人性没那么坚定，趋利避害是天性。 不用觉得自己是特例，大家都有担心。 说到底无非就是价格和耐心。 投资这件事需要保持理性，理性者正确，乐观者成功，如果你能做到在市场低估时敢于买入，市场合理时勇于持有，市场高估时坚决卖出。 牛犇认为已经超过了80%的人，同时又能将耐心持续贯穿整个持有的周期过程中，不会每天关注市场的短期影响，我认为你能很好的活下去，且可能会保持着稳定的盈利。 遑论技术、政策、工具、策略等，基础的特质能决定后面很多走向。 何况，随着未来注册制的铺开，强者恒强，弱者恒弱，结构性行情一定会是主流，全面的行情可能会更少，从2015年结束上一轮全面牛市以来，8年时间A股经历了多少次结构小牛。 看似指数未涨，但一些优质的公司股价早已超过上一轮牛市，这就是变化。 所以，大概率将来赚指数不赚钱会成为很多人的真实写照。 二. 2月17日指数估值播报(第1239期) 创业板：PE市盈率从41.75降至40.76，重新回到了低估区域。目前创业板的估值十年百分位只有17.15%，极小值27.22，距离这个位置还有很大的空间。而极小值创造的时间是2018年，估计未来想要探底，有机会但比较困难。 创业板指数本身的质地很不错，近14年涨幅中，上涨概率57.14%，但对每年的涨幅求和，幅度还是挺惊人的，达到187.59%。 再看其样本，6万亿的市值中已经有不少国内顶流公司，电池龙头宁德时代、医疗","text":"年后三周的交易，指数大多数情况都在进行震荡，虽然大方向大家的观点可能一致，但显然一个体格健壮的人生病三年，靠几个月的营养是很难恢复的。 所谓病来如山倒，病区如抽丝，何况这么大的经济体，大概率今年的恢复路不会太平坦了。 对咱们个人来说，买吧，又担心指数进一步回落，毕竟年前这一轮反弹确实不少；卖吧，指数在震荡，又怕市场假摔后继续新的一轮上涨。 这种担心不说普遍，只要在这个市场，牛犇觉得时时刻刻都得有想法，人性没那么坚定，趋利避害是天性。 不用觉得自己是特例，大家都有担心。 说到底无非就是价格和耐心。 投资这件事需要保持理性，理性者正确，乐观者成功，如果你能做到在市场低估时敢于买入，市场合理时勇于持有，市场高估时坚决卖出。 牛犇认为已经超过了80%的人，同时又能将耐心持续贯穿整个持有的周期过程中，不会每天关注市场的短期影响，我认为你能很好的活下去，且可能会保持着稳定的盈利。 遑论技术、政策、工具、策略等，基础的特质能决定后面很多走向。 何况，随着未来注册制的铺开，强者恒强，弱者恒弱，结构性行情一定会是主流，全面的行情可能会更少，从2015年结束上一轮全面牛市以来，8年时间A股经历了多少次结构小牛。 看似指数未涨，但一些优质的公司股价早已超过上一轮牛市，这就是变化。 所以，大概率将来赚指数不赚钱会成为很多人的真实写照。 二. 2月17日指数估值播报(第1239期) 创业板：PE市盈率从41.75降至40.76，重新回到了低估区域。目前创业板的估值十年百分位只有17.15%，极小值27.22，距离这个位置还有很大的空间。而极小值创造的时间是2018年，估计未来想要探底，有机会但比较困难。 创业板指数本身的质地很不错，近14年涨幅中，上涨概率57.14%，但对每年的涨幅求和，幅度还是挺惊人的，达到187.59%。 再看其样本，6万亿的市值中已经有不少国内顶流公司，电池龙头宁德时代、医疗","images":[{"img":"https://static.tigerbbs.com/06aeab0f369346641ffd20fc7a33c46b"},{"img":"https://static.tigerbbs.com/99753c02cab9d268d32070f058e3770e"},{"img":"https://static.tigerbbs.com/82b3f4c63638f1ddef700d6e49498cf8"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625710911","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":622775134,"gmtCreate":1675920544528,"gmtModify":1675920546370,"author":{"id":"3474888745211102","authorId":"3474888745211102","name":"养狼人","avatar":"https://static.tigerbbs.com/ff5f3ac77c053355a05f9308a63a70b5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3474888745211102","authorIdStr":"3474888745211102"},"themes":[],"htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622775134","repostId":"622776783","repostType":1,"repost":{"id":622776783,"gmtCreate":1675919620142,"gmtModify":1675919622975,"author":{"id":"3527667586584720","authorId":"3527667586584720","name":"小虎综合资讯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667586584720","authorIdStr":"3527667586584720"},"themes":[],"title":"丰田汽车2023财年Q3营收超预期，下调全球产量预期","htmlText":"丰田汽车2023财年Q3 营收（亿日元）：97546.85，前值：77857.42。Q3 净利润（亿日元）：7279.42，前值：7917.38。由于芯片短缺和灾害，产量计划出现波动；正在努力对替代性芯片做快速评估。将2022年/23财年的全球产量预测从约920万辆修改为910万辆。维持预计2023财年全球零售销量为1040万辆。","listText":"丰田汽车2023财年Q3 营收（亿日元）：97546.85，前值：77857.42。Q3 净利润（亿日元）：7279.42，前值：7917.38。由于芯片短缺和灾害，产量计划出现波动；正在努力对替代性芯片做快速评估。将2022年/23财年的全球产量预测从约920万辆修改为910万辆。维持预计2023财年全球零售销量为1040万辆。","text":"丰田汽车2023财年Q3 营收（亿日元）：97546.85，前值：77857.42。Q3 净利润（亿日元）：7279.42，前值：7917.38。由于芯片短缺和灾害，产量计划出现波动；正在努力对替代性芯片做快速评估。将2022年/23财年的全球产量预测从约920万辆修改为910万辆。维持预计2023财年全球零售销量为1040万辆。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622776783","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":626564978,"gmtCreate":1674528947194,"gmtModify":1674528949644,"author":{"id":"3474888745211102","authorId":"3474888745211102","name":"养狼人","avatar":"https://static.tigerbbs.com/ff5f3ac77c053355a05f9308a63a70b5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3474888745211102","authorIdStr":"3474888745211102"},"themes":[],"htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626564978","repostId":"626594835","repostType":1,"repost":{"id":626594835,"gmtCreate":1674433800000,"gmtModify":1674438273985,"author":{"id":"3578460021109326","authorId":"3578460021109326","name":"时代财经","avatar":"https://static.tigerbbs.com/91c2175656a070c51747405cb8325278","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578460021109326","authorIdStr":"3578460021109326"},"themes":[],"title":"国美年关难过：黄光裕忙还债，18年老员工无奈离职","htmlText":"本文来源：时代财经 作者：张雪梅 图源：时代财经摄 临近年关，黄光裕再次出手缓解国美债务压力。 日前，国美零售（00493.HK）发布公告称，拟将企业第一及第二债权人的债务资本化，分别向两家公司发行43.48亿股和36.33亿股新股，通过债转股的形式清偿债务，这两家公司均为黄光裕全资持有。 在资本市场大秀财技，黄光裕却没能在战略改革上令国美真正跟上时代。日前，上线两年、曾被管理层寄予厚望的“真快乐APP”更名回“国美APP”。 2021年初，黄光裕回归国美，原国美在线APP正式升级为兼具购物和娱乐、社交功能的APP——真快乐。作为其线上零售的主战场，除了电器数码以外，还开启了个护美妆、食品酒水、服饰鞋帽等商品多元化销售。 然而，经过两年改革，真快乐APP并未成为国美新的增长点，一位门店负责人告诉时代财经：“花费人力物力对它进行一年推广后，带来的收益几乎为零。” 进入2022年下半年后，国美处境愈发艰难，拖欠薪酬、高管离职、门店关闭等消息频频曝出，国美则将重点放在直播带货上，12月30日，国美电器董事长黄秀虹更是亲自下场。国美官方数据显示，当晚3小时的直播共吸引12.6万网友参与，不过详细销售数据未公布。 该场直播同样是依托于真快乐APP，与抖音等平台相比，流量差异较大，且开播时出现卡顿、杂音等多个小插曲。与高层倚重该APP不同，不少员工对真快乐的接受程度并不高，甚至责怪它拖垮了国美的线下门店。 没有互联网基因，真快乐APP出圈难 2021年12月31日，崔波离开了国美，这个他工作了18年的地方。他对时代财经坦言，这是一个无奈的选择，“如果当时不接手新零售店，不推广真快乐APP，我可能现在还在国美。” 2020年4月，崔波所在区域正式开始筹备新零售导购店，他成为门店负责人，该店经营面积1800平方米，有26名员工。在此之前，他在国美从销售一路做到科室主任、品类主管等，经验丰","listText":"本文来源：时代财经 作者：张雪梅 图源：时代财经摄 临近年关，黄光裕再次出手缓解国美债务压力。 日前，国美零售（00493.HK）发布公告称，拟将企业第一及第二债权人的债务资本化，分别向两家公司发行43.48亿股和36.33亿股新股，通过债转股的形式清偿债务，这两家公司均为黄光裕全资持有。 在资本市场大秀财技，黄光裕却没能在战略改革上令国美真正跟上时代。日前，上线两年、曾被管理层寄予厚望的“真快乐APP”更名回“国美APP”。 2021年初，黄光裕回归国美，原国美在线APP正式升级为兼具购物和娱乐、社交功能的APP——真快乐。作为其线上零售的主战场，除了电器数码以外，还开启了个护美妆、食品酒水、服饰鞋帽等商品多元化销售。 然而，经过两年改革，真快乐APP并未成为国美新的增长点，一位门店负责人告诉时代财经：“花费人力物力对它进行一年推广后，带来的收益几乎为零。” 进入2022年下半年后，国美处境愈发艰难，拖欠薪酬、高管离职、门店关闭等消息频频曝出，国美则将重点放在直播带货上，12月30日，国美电器董事长黄秀虹更是亲自下场。国美官方数据显示，当晚3小时的直播共吸引12.6万网友参与，不过详细销售数据未公布。 该场直播同样是依托于真快乐APP，与抖音等平台相比，流量差异较大，且开播时出现卡顿、杂音等多个小插曲。与高层倚重该APP不同，不少员工对真快乐的接受程度并不高，甚至责怪它拖垮了国美的线下门店。 没有互联网基因，真快乐APP出圈难 2021年12月31日，崔波离开了国美，这个他工作了18年的地方。他对时代财经坦言，这是一个无奈的选择，“如果当时不接手新零售店，不推广真快乐APP，我可能现在还在国美。” 2020年4月，崔波所在区域正式开始筹备新零售导购店，他成为门店负责人，该店经营面积1800平方米，有26名员工。在此之前，他在国美从销售一路做到科室主任、品类主管等，经验丰","text":"本文来源：时代财经 作者：张雪梅 图源：时代财经摄 临近年关，黄光裕再次出手缓解国美债务压力。 日前，国美零售（00493.HK）发布公告称，拟将企业第一及第二债权人的债务资本化，分别向两家公司发行43.48亿股和36.33亿股新股，通过债转股的形式清偿债务，这两家公司均为黄光裕全资持有。 在资本市场大秀财技，黄光裕却没能在战略改革上令国美真正跟上时代。日前，上线两年、曾被管理层寄予厚望的“真快乐APP”更名回“国美APP”。 2021年初，黄光裕回归国美，原国美在线APP正式升级为兼具购物和娱乐、社交功能的APP——真快乐。作为其线上零售的主战场，除了电器数码以外，还开启了个护美妆、食品酒水、服饰鞋帽等商品多元化销售。 然而，经过两年改革，真快乐APP并未成为国美新的增长点，一位门店负责人告诉时代财经：“花费人力物力对它进行一年推广后，带来的收益几乎为零。” 进入2022年下半年后，国美处境愈发艰难，拖欠薪酬、高管离职、门店关闭等消息频频曝出，国美则将重点放在直播带货上，12月30日，国美电器董事长黄秀虹更是亲自下场。国美官方数据显示，当晚3小时的直播共吸引12.6万网友参与，不过详细销售数据未公布。 该场直播同样是依托于真快乐APP，与抖音等平台相比，流量差异较大，且开播时出现卡顿、杂音等多个小插曲。与高层倚重该APP不同，不少员工对真快乐的接受程度并不高，甚至责怪它拖垮了国美的线下门店。 没有互联网基因，真快乐APP出圈难 2021年12月31日，崔波离开了国美，这个他工作了18年的地方。他对时代财经坦言，这是一个无奈的选择，“如果当时不接手新零售店，不推广真快乐APP，我可能现在还在国美。” 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宁雯首款SUV上市前，阿维塔拿到了钱。2022年8月2日晚，长安汽车发布公告称，公司联营企业阿维塔科技（重庆）有限公司（简称为“阿维塔”）已完成A轮融资。据悉，国家绿色发展基金股份有限公司、嘉兴聚力展业陆号股权投资合伙企业、青岛月湾智网产业投资基金合伙企业等六家资方合计为阿维塔增资25.47亿元。本轮融资完成后，阿维塔总融资规模近50亿元，投后估值近百亿元。值得注意的是，在最新一轮的融资中，除长安汽车外，阿维塔以宁德时代、蔚来汽车为代表的其他原有股东未参与增资本。也正因此，宁德时代的持股比例从23.99%降至17.10%。不过整体来看，宁德时代依然分别位列阿维塔的第二大股东。首款车型电动轿跑SUV阿维塔11上市前夕，阿维塔融资超25亿，固然说明资方对前者的未来有极强的信心。但结合阿维塔11的卖点以及整个智能汽车行业的发展趋势来看，财力、技术雄厚的资方，或许并不会让阿维塔的创业之路走得一帆风顺。含着“金钥匙”出生的阿维塔虽然“阿维塔”的名字对大部分人来说有一定的陌生感，但其实该品牌在智能汽车行业方兴未艾之时就已诞生。2018年8月17日，长安汽车与蔚来携程成立了长安蔚来新能源汽车科技有限公司（简称为“长安蔚来”）。其中长安汽车和蔚来各占持股45%。在长安汽车的通稿中，其认为长安蔚来“是传统汽车企业与新创汽车企业的有效结合，形成优势互补、协同共赢、创新创造的发展模式”。长安汽车具备成熟的汽车工业能力，但只是个新能源汽车市场的“新手”；蔚来在智能汽车的软件交互以及自动驾驶上有独到经验，但工业能力不足。理想状态下，此二者结合，确实可以实现“协同共赢”。然而随着蔚来汽车在汽车市场以及资本市场逐渐稳住脚跟，其也越发难以抽出足够的精力运营“干儿子”。2020年6月，李斌卸任长安蔚来董事长职务，意味着长安汽车和蔚来的合作告一段落。不过长安汽车的新能源战略并未折戟，与蔚来的合作告一段","text":"文 | 宁雯首款SUV上市前，阿维塔拿到了钱。2022年8月2日晚，长安汽车发布公告称，公司联营企业阿维塔科技（重庆）有限公司（简称为“阿维塔”）已完成A轮融资。据悉，国家绿色发展基金股份有限公司、嘉兴聚力展业陆号股权投资合伙企业、青岛月湾智网产业投资基金合伙企业等六家资方合计为阿维塔增资25.47亿元。本轮融资完成后，阿维塔总融资规模近50亿元，投后估值近百亿元。值得注意的是，在最新一轮的融资中，除长安汽车外，阿维塔以宁德时代、蔚来汽车为代表的其他原有股东未参与增资本。也正因此，宁德时代的持股比例从23.99%降至17.10%。不过整体来看，宁德时代依然分别位列阿维塔的第二大股东。首款车型电动轿跑SUV阿维塔11上市前夕，阿维塔融资超25亿，固然说明资方对前者的未来有极强的信心。但结合阿维塔11的卖点以及整个智能汽车行业的发展趋势来看，财力、技术雄厚的资方，或许并不会让阿维塔的创业之路走得一帆风顺。含着“金钥匙”出生的阿维塔虽然“阿维塔”的名字对大部分人来说有一定的陌生感，但其实该品牌在智能汽车行业方兴未艾之时就已诞生。2018年8月17日，长安汽车与蔚来携程成立了长安蔚来新能源汽车科技有限公司（简称为“长安蔚来”）。其中长安汽车和蔚来各占持股45%。在长安汽车的通稿中，其认为长安蔚来“是传统汽车企业与新创汽车企业的有效结合，形成优势互补、协同共赢、创新创造的发展模式”。长安汽车具备成熟的汽车工业能力，但只是个新能源汽车市场的“新手”；蔚来在智能汽车的软件交互以及自动驾驶上有独到经验，但工业能力不足。理想状态下，此二者结合，确实可以实现“协同共赢”。然而随着蔚来汽车在汽车市场以及资本市场逐渐稳住脚跟，其也越发难以抽出足够的精力运营“干儿子”。2020年6月，李斌卸任长安蔚来董事长职务，意味着长安汽车和蔚来的合作告一段落。不过长安汽车的新能源战略并未折戟，与蔚来的合作告一段","images":[{"img":"https://static.tigerbbs.com/0c340dc74b4a8a3ba0ac74db4c95ccd4","width":"632","height":"357"},{"img":"https://static.tigerbbs.com/42d301c44c9c164fed0d2e7d83a41f95","width":"632","height":"434"},{"img":"https://static.tigerbbs.com/71ff352720057bbcf13794fdb49c4444","width":"632","height":"484"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684998985","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688137775,"gmtCreate":1657511176398,"gmtModify":1704867427120,"author":{"id":"3474888745211102","authorId":"3474888745211102","name":"养狼人","avatar":"https://static.tigerbbs.com/ff5f3ac77c053355a05f9308a63a70b5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3474888745211102","authorIdStr":"3474888745211102"},"themes":[],"htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688137775","repostId":"688134910","repostType":1,"repost":{"id":688134910,"gmtCreate":1657510493333,"gmtModify":1704867424055,"author":{"id":"4096097310772190","authorId":"4096097310772190","name":"大柱投研笔记","avatar":"https://static.tigerbbs.com/24bebfae4d0098e9b4a42f3ce9acfdba","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096097310772190","authorIdStr":"4096097310772190"},"themes":[],"htmlText":"答疑课 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蓝筹股是什么意思？怎样的股票才能被称为蓝筹股呢？","images":[{"img":"https://static.tigerbbs.com/a1370bfcf062faa13d1cc5ae98310d08","width":"720","height":"10286"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688134910","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974544465,"gmtCreate":1601264347457,"gmtModify":1703823754779,"author":{"id":"3474888745211102","authorId":"3474888745211102","name":"养狼人","avatar":"https://static.tigerbbs.com/ff5f3ac77c053355a05f9308a63a70b5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3474888745211102","authorIdStr":"3474888745211102"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01179\">$华住集团-S(01179)$</a>小长假来一波","listText":"<a 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href=\"https://laohu8.com/S/LEGN\">$传奇生物(LEGN)$</a>蚊子肉哈哈","text":"$传奇生物(LEGN)$蚊子肉哈哈","images":[{"img":"https://static.tigerbbs.com/8d6fed83ebc5e6cfb2f9e45225c24de7","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/956030809","isVote":1,"tweetType":1,"viewCount":4430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":923165069,"gmtCreate":1585790697651,"gmtModify":1704358981491,"author":{"id":"3474888745211102","authorId":"3474888745211102","name":"养狼人","avatar":"https://static.tigerbbs.com/ff5f3ac77c053355a05f9308a63a70b5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3474888745211102","authorIdStr":"3474888745211102"},"themes":[],"htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/923165069","repostId":"2024542164","repostType":2,"repost":{"id":"2024542164","kind":"news","pubTimestamp":1585789038,"share":"https://www.laohu8.com/m/news/2024542164?lang=&edition=full","pubTime":"2020-04-02 08:57","market":"sh","language":"zh","title":"上市后首份年报，天味食品营收17亿，出口增长200%！","url":"https://stock-news.laohu8.com/highlight/detail?id=2024542164","media":"粮油调味品招商网","summary":"天味食品 集团股份有限公司(以下简称“天味食品”)发布2019年年报，报告期内，天味食品实现营业收入17.27亿元，同比增长22.26%，净利润2.97 亿元，同比增长11.39%。值得一提的是，这也","content":"<html><body><article><p><a href=\"https://laohu8.com/S/603317\">天味食品</a> 集团股份有限公司(以下简称“天味食品”)发布2019年年报，报告期内，天味食品实现营业收入17.27亿元，同比增长22.26%，净利润2.97 亿元，同比增长11.39%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200402090153325v246szm0xs47xgy\"/><p>值得一提的是，这也是天味食品上市后首份年报。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200402090154014v246vxgd6wy9acm\"/><p>从产品层面看，除受非洲猪瘟疫情影响，猪肉价格上涨，公司销售的香肠腊肉系列调料出现大量退货而导致的香肠腊肉调料下滑66.35%和其他业务下滑25.9%之外，火锅底料、川菜调料、鸡精和香辣酱业务都实现大幅提升。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200402090154895v2465br3w9zbezz\"/><p>其中，天味食品旗下火锅底料营收8.16亿元，在营收总额中占比47.52%，同比增长19.1%。川菜调味品营收7.63亿元，占营收总额的44.46%，同比增长47.51%。仅这两项在营收总额中占比就超九成。</p><p>不过，天味食品在2019年旗下五大产品品类的毛利率均有小幅度下滑。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200402090157344v246qj9bjzoiemx\"/><p>从销量层面看，天味食品2019年销售火锅底料37467.39吨，同比增长14.11%；销售川菜调料42260.27吨，同比增长50.25%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200402090157983v246c62fdy9aa3y\"/><p>从区域上看，除了原本占比较高的西南地区外，天味食品的其余6个大区均实现了双位数增长，尤其是华东和华南地区，涨幅分别达到了44.62%和49.51%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200402090158812v246798zqhmlso1\"/><p>此外，天味食品的各个渠道增长也纷纷突破两位数。其中，经销商渠道增长19.7%，定制餐调增长25.84%，电商渠道增长47.61%，直营商超增长16.82%，外贸渠道增长189.43%、其他渠道增长222.83%。</p><p>天味食品在财报中表示，截止到2019年12月，公司合作的经销商1221家，销售网络覆盖约36万个零售终端、5.96万个商超卖场和4.8万家餐饮连锁单店，公司市场网络已经覆盖全国31个省、自治区及直辖市，形成了四川、河南、东北三省、江苏、陕西、甘肃、新疆、天津、北京、上海等多个优势省市以及由浙江、江西、云南等组成的快速增长区域。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200402090159477v246i8gci4g6mlx\"/><p>费用方面，2019年天味食品研发费用为2576万元，同比增长15.09%，经营活动产生的现金流净额达到3.78亿元，同比增长42.66%。</p><p>天味食品在财报中表示，2020年是公司充满机遇和挑战的一年，公司将继续秉承“用心调味生活”的经营理念，提高客户满意度，继续开拓新的业务增长点，实现收入与利润的同步、持续增长，使得公司各项指标和规模能再上一个新的台阶。2020年公司计划营业收入目标为22.46亿元，同比增长30%，净利润3.42亿元，同比增长15%。</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>上市后首份年报，天味食品营收17亿，出口增长200%！</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上市后首份年报，天味食品营收17亿，出口增长200%！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-02 08:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202004020902087928660b&s=b><strong>粮油调味品招商网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>天味食品 集团股份有限公司(以下简称“天味食品”)发布2019年年报，报告期内，天味食品实现营业收入17.27亿元，同比增长22.26%，净利润2.97 亿元，同比增长11.39%。值得一提的是，这也是天味食品上市后首份年报。从产品层面看，除受非洲猪瘟疫情影响，猪肉价格上涨，公司销售的香肠腊肉系列调料出现大量退货而导致的香肠腊肉调料下滑66.35%和其他业务下滑25.9%之外，火锅底料、川菜调料、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202004020902087928660b&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/a7123c00c718afd2209048e9d94f04a1","relate_stocks":{"603317":"天味食品"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202004020902087928660b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2024542164","content_text":"天味食品 集团股份有限公司(以下简称“天味食品”)发布2019年年报，报告期内，天味食品实现营业收入17.27亿元，同比增长22.26%，净利润2.97 亿元，同比增长11.39%。值得一提的是，这也是天味食品上市后首份年报。从产品层面看，除受非洲猪瘟疫情影响，猪肉价格上涨，公司销售的香肠腊肉系列调料出现大量退货而导致的香肠腊肉调料下滑66.35%和其他业务下滑25.9%之外，火锅底料、川菜调料、鸡精和香辣酱业务都实现大幅提升。其中，天味食品旗下火锅底料营收8.16亿元，在营收总额中占比47.52%，同比增长19.1%。川菜调味品营收7.63亿元，占营收总额的44.46%，同比增长47.51%。仅这两项在营收总额中占比就超九成。不过，天味食品在2019年旗下五大产品品类的毛利率均有小幅度下滑。从销量层面看，天味食品2019年销售火锅底料37467.39吨，同比增长14.11%；销售川菜调料42260.27吨，同比增长50.25%。从区域上看，除了原本占比较高的西南地区外，天味食品的其余6个大区均实现了双位数增长，尤其是华东和华南地区，涨幅分别达到了44.62%和49.51%。此外，天味食品的各个渠道增长也纷纷突破两位数。其中，经销商渠道增长19.7%，定制餐调增长25.84%，电商渠道增长47.61%，直营商超增长16.82%，外贸渠道增长189.43%、其他渠道增长222.83%。天味食品在财报中表示，截止到2019年12月，公司合作的经销商1221家，销售网络覆盖约36万个零售终端、5.96万个商超卖场和4.8万家餐饮连锁单店，公司市场网络已经覆盖全国31个省、自治区及直辖市，形成了四川、河南、东北三省、江苏、陕西、甘肃、新疆、天津、北京、上海等多个优势省市以及由浙江、江西、云南等组成的快速增长区域。费用方面，2019年天味食品研发费用为2576万元，同比增长15.09%，经营活动产生的现金流净额达到3.78亿元，同比增长42.66%。天味食品在财报中表示，2020年是公司充满机遇和挑战的一年，公司将继续秉承“用心调味生活”的经营理念，提高客户满意度，继续开拓新的业务增长点，实现收入与利润的同步、持续增长，使得公司各项指标和规模能再上一个新的台阶。2020年公司计划营业收入目标为22.46亿元，同比增长30%，净利润3.42亿元，同比增长15%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":915393887,"gmtCreate":1580708281249,"gmtModify":1704341954787,"author":{"id":"3474888745211102","authorId":"3474888745211102","name":"养狼人","avatar":"https://static.tigerbbs.com/ff5f3ac77c053355a05f9308a63a70b5","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3474888745211102","authorIdStr":"3474888745211102"},"themes":[],"htmlText":"<a 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