Go1denleaf的个人主页 - 老虎社区

Go1denleaf

Go1denleaf

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IP属地：河南

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2022-10-24

$颐海国际(01579)$头皮发麻

2022-10-19

$恒生指数(HSI)$跌跌跌跌跌，为啥这么能跌啊真服了

2022-06-16

$农夫山泉(09633)$你美国爹昨天那走势你能不能争点气？[微笑]

2022-04-12

$恒生指数(HSI)$果然不让你美国爹失望

2022-04-01

$恒生指数(HSI)$美股：港股A股，跪！

2022-03-30

$颐海国际(01579)$垂死病中惊坐起

2022-03-22

$农夫山泉(09633)$中国国际疯狂出货

2022-03-15

$道琼斯(.DJI)$美股不涨A股这条断脊之犬就不涨

2022-03-09

$恒生指数(HSI)$你就和老人的杰宝一样，起不来

2022-01-12

$农夫山泉(09633)$大盘涨成这样你这个表现好意思吗你？！

2022-01-06

$农夫山泉(09633)$是有什么利空吗？

2022-01-06

美股跌港股跌，A股跌港股跌，有点利空还要跌。你什么时候才能自己当爹！

错过三年全球牛市后，2022港股会好吗？

2022-01-05

$颐海国际(01579)$眼看它起高楼、宴宾客、然后楼塌了

2021-12-31

赶紧买吧，资助太空垃圾打击我们的空间站出一分力

抱歉，原内容已删除

2021-11-16

青柑普洱yyds

一年成功6个新品，农夫山泉推新背后的逻辑

2021-10-07

$农夫山泉(09633)$大盘涨成这你都一动不动是什么意思

2021-07-26

$海底捞(06862)$厚礼谢

2021-07-08

$阿里巴巴-SW(09988)$大翔，____

2021-06-23

$农夫山泉(09633)$市场大涨微跌，市场跌了你猛跌[喷血]

2021-06-01

侯亮平都爱不释手hhhh

抱歉，原内容已删除

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16:04","market":"hk","language":"zh","title":"错过三年全球牛市后，2022港股会好吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1135220807","media":"读数一帜","summary":"对比全球市场，2021年的港股相形见绌。欧美市场主要指数多上涨20%左右，亚太主要指数也多小幅上涨，然而恒生指数下跌14.08%2021年结束了。对港股投资者来说，历久弥新的话题是：香港股市是不是已经","content":"<html><head></head><body><blockquote>对比全球市场，2021年的港股相形见绌。欧美市场主要指数多上涨20%左右，亚太主要指数也多小幅上涨，然而恒生指数下跌14.08%</blockquote><p>2021年结束了。对港股投资者来说，历久弥新的话题是：香港股市是不是已经跌到了估值洼地？</p><p>过去三年，港股投资者很难不落寞。</p><p>自2019年以来，在大规模持续宽松的货币政策环境下，全球股市迎来牛市。过去三年里，纳斯达克指数增长135.78%，深证成指上涨105.22%，然而恒生指数却下跌9.47%。</p><p>2021年初，投资者原本对港股行情比较期待。有券商喊出口号“跨过香江去，夺取定价权”。新股市场同样火爆，许多从未参与过新股申购的投资者入场开户。</p><p>然而这一年的港股行情依然欠佳。恒生指数2021年累计跌幅超过14%、恒生科技指数下跌32.70%。新股发行速度放缓，破发不断。快手-W（1024.HK）、哔哩哔哩(9626.HK)、奈雪的茶(02150.HK)、诺辉健康-B（6606.HK）等新股上市至今股价已腰斩。</p><p><b>新的一年，港股会怎样？</b></p><p>港股自身独特性增加了港股市场的预测难度。除了产业基本面、科技行业等面临的监管措施，港股作为离岸市场，其受全球货币政策、汇率、股市表现等因素影响；同时港股自身也正发生着深远的变化，上市企业的构成、资金来源以及流动性等方面都有潜在变量。</p><p>从资金的行动来看，内地资金对港股总体是加仓趋势。过去两年里，南下资金总金额从1.06万亿港元，增长到了2021年底约2.2万亿港元，这也是港股通开闸后南下资金总量最高、规模变化最大的阶段。</p><p><b>港股熊市</b></p><p>12月31日，港股仅交易半日，至此全年交易收官，恒生指数收于23397.67点。</p><p>对比全球市场，2021年的港股相形见绌。欧美市场主要指数多上涨20%左右，亚太主要指数也多小幅上涨，然而恒生指数下跌14.08%。</p><p><img src=\"https://static.tigerbbs.com/c2fc79ae37fc3ff164f7c89f05bfd48c\" tg-width=\"1080\" tg-height=\"694\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>纵观各个行业的情况，科技股的下挫无疑是拖累港股最多的板块，其市值损失高于其他行业，另外，医疗、地产、金融、消费板块的低迷，均是港股市值损失的另一部分来源。</b></p><p>恒生科技指数2021年全年下跌32.7%。港股市场权重最大的互联网公司，比如腾讯、阿里、美团、小米等个股均下跌；恒生医疗保健业指数跌幅27.8%，指数快要回撤到两年前的水平；消费股也有所回撤。海底捞（6862.HK）股价下跌70.5%、中国飞鹤（6186.HK）股价下跌40.7%、农夫山泉（9633.HK）股价震荡，最终下跌5.8%，泡泡玛特（9992.HK）股价下跌44.9%。</p><p>传统行业方面，金融板块股价连续两年下跌超6%，房地产和物业遭遇重创。恒生地产建筑业指数继2020年下跌15.88%之后，2021年继续下跌19.18%。恒生物业服务及管理下跌46.7%。万科企业（2202.HK）下跌27.8%，碧桂园（2007.HK）下跌31.4%，中国恒大(03333.HK)下跌89.1%、融创中国(01918.HK)下跌54.8%。</p><p>港股也有上涨的行业。恒生能源业指数涨幅22.04%。不过，这类企业目前占港股的市值并不大。</p><p><b>新股冷却</b></p><p>年初火爆一时的港股打新也进入了冷却阶段。</p><p>年初之时，一只热门新股动辄上百万人参与其中。港股投资者“指南君”回忆年初的新股牛市，“万人拼手速抢额度（指券商提供的资金杠杆额度），快手那时候就没什么好分析的，随便一个大V都能看出它要涨，问题是你能不能抢到额度，能不能中签？”</p><p>2021年7月之前，参与人数超过30万的新股有18只，其中医渡科技（2158.HK）、快手-W、诺辉健康-B参与人数超百万。</p><p>随着市场遇冷，港股打新市场参与者迅速减少。</p><p>8月后，港股市场人气最旺的新股是两只医药股。先瑞达医疗-B（6669.HK），吸引约31万人参与打新，股价首日下跌26.05%。心玮医疗-B（6609.HK）吸引24万人参与打新，股价首日下跌24.56%。此后新股热度快速下跌，频频破发。认购热度最高的微创机器人-B（2252.HK），也仅获10万人认购。</p><p>根据Wind数据统计，2021年全年，港股新股市场共上市97只新股，44只破发，首日破发率45%，高于2020年的破发率。2021年香港新股年内破发率更是高达68%。</p><p>尤其是2021年8月后上市的31只新股中，有21只首日破发，破发率高达68%，其中包括网易云音乐（9899.HK）、微博-SW（9898.HK）、顺丰同城（9699.HK）等新股，让打新客们欲哭无泪。</p><p>如果投资者买入新股即持有至今，可能面临更大的损失。以下是2021年上市的主要港股新股涨跌数据，多数新股上市后股价下跌，其中包括公众认知度较高的快手跌幅76.0%、B站跌幅55.2%、奈雪的茶跌幅50.0%、时代天使跌幅37.8%等。</p><p><img src=\"https://static.tigerbbs.com/4aead48ccb9216ad23c6c3dd5defc00c\" tg-width=\"988\" tg-height=\"874\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>新股上市破发与港股大市的整体持续低迷，拉低新股赚钱效应有关。</b>华兴证券（香港）首席经济学家庞溟告诉《财经》记者：“一级市场的高定价进一步加剧了新股上市破发状况。监管压力之下投资者情绪依然未能修复，加上盈利增速放缓，拖累整个港股市场风险偏好下降，定价较为激进的IPO的破发概率增加。”</p><p><b>后市如何？</b></p><p>12月31日，港交所迎来了年末的最后三只新股，这三只新股最终均收涨，其中商汤-W（0020.HK）首日收涨7.27%，泉峰控股（2285.HK）首日收涨28.44%、圣诺医药-B（2257.HK）首日收涨18.21%。这给下半年低迷的港股新股市场带来了些许暖意。</p><p>2022年港股会怎么走？<b>从机构的最新表态来看，多数倾向于认可其长线配置价值，但上涨动力不足。</b></p><p>摩根士丹利表示，港股上升空间有限，小幅上调恒指展望；瑞银的态度稍乐观，认为香港通关有望推动企业盈利复苏；瑞信大中华区首席投资总监邵志铭则表示，其已把恒指未来3个月目标价由25000点下调至24000点。他认为，<b>潜在转折点将出现2022年3月的全国“两会”。若中央没有给出更大经济振兴措施并对地产行业作出更大动作，投资者将继续观望态度，香港市场将难以反弹。</b></p><p>光大证券认为，港股估值处于历史低位，不过整体上涨的空间有限，2022年应重点把握港股价值回归的投资机会。“前期受到反垄断政策影响，科技板块估值已经回落至历史低位，未来具有更大的增长弹性与长期投资价值，是首选推荐。”</p><p><b>“国内经济继续放缓、海内外政策与流动性的不确定性仍将对港股走势形成一定压制，但在国内政策环境与成本压力边际缓解背景下，港股业绩迎来一定改善，估值优势凸显，配置性价比提升。”</b>博时基金表示，投资主线聚焦受益于监管从密集落地转向常态化、上游价格回落提振中下游盈利能力、海外供应链逐步缓解的互联网、消费、医药、汽车及零部件板块，以及碳中和下新能源转型带来业绩提升的港股新能源电力运营龙头。</p><p>“备受打击的港股，当前的熊市亦已持续11个月。而在1994-2018年间，港股9次熊市平均持续时间10个月，未来上行空间应明显大于下行空间。<b>虽然港股可能受海外市场的拖累表现不及A股，但当前极低的估值意味着中长期的配置价值突出。</b>”易方达资产管理香港公司表示。</p><p>对于市场较为关心的港股流动性问题，富途投研团队向《财经》记者表示，<b>目前港股资金从过去的欧美资金主导为主，变成中国资金也有较大话语权，同时也给港股提供了持续流动性，由于中国投资者相对欧美投资者更了解在港股上市的中国资产，因此，流动性边际会持续改善。</b></p><p>庞溟认为，在股票通、跨境理财通、债券通等陆续开通和完善之后，ETF通、新股通、衍生工具通或股指期货通等等其他类别金融产品的互联互通计划有望跟进推行，这可以给香港市场带来更多的流动性、更高的关注度和更好的估值水平，促进两地金融市场共融发展。</p><p>从资金行动来看，两年前通过港股通南下进入香港股市的内地资金，总金额为1.06万亿港元（2019年12月31日数据），如今短短两年之内，这一数字已经翻倍，2021年12月31日数据该金额变成2.18万亿港元。</p><p>低迷的市场抑制了后半年北向资金的流入，2021年内地资金的流入时间主要集中在第一季度，港股通的累计资金流向迅速从约1.7万亿增长到约2.1万亿港元，此后增长缓慢。南下资金的整体流入情况与新发基金密切相关。不过，港股的跌幅令南下港股市场的基金普遍遭遇大幅回调。</p><p><b>此外，在2020年的大幅流出后，外资在2021年又逐渐回流到流出前水平。</b>光大证券研究报告统计，海外资金在2021年维持净流入,当前累计净流入水平已回到2015年的水平。</p><p>在股价大幅回撤的情况下，多家港股公司启动股票回购。<b>兴业证券张忆东全球策略团队研究报告认为，以史为鉴，回购潮可能是未来股价上涨的先行信号。</b></p><p>据兴业证券统计，截至12月15日，2021年港股有185家公司回购，累计回购金额达到335.1亿港元，创2002年有数据记录以来的历史新高，其中下半年有142家公司回购，回购金额达204.3亿港元，创半年度新高。</p></body></html>","source":"lsy1589542236822","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n错过三年全球牛市后，2022港股会好吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 16:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/GQ9vNgQCCertj6kGJ4E_WA><strong>读数一帜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对比全球市场，2021年的港股相形见绌。欧美市场主要指数多上涨20%左右，亚太主要指数也多小幅上涨，然而恒生指数下跌14.08%2021年结束了。对港股投资者来说，历久弥新的话题是：香港股市是不是已经跌到了估值洼地？过去三年，港股投资者很难不落寞。自2019年以来，在大规模持续宽松的货币政策环境下，全球股市迎来牛市。过去三年里，纳斯达克指数增长135.78%，深证成指上涨105.22%，然而...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/GQ9vNgQCCertj6kGJ4E_WA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e1ae3d0f75bebef8011736e9031acae","relate_stocks":{"HSI":"恒生指数","HSCCI":"红筹指数","HSCEI":"国企指数","HSTECH":"恒生科技指数"},"source_url":"https://mp.weixin.qq.com/s/GQ9vNgQCCertj6kGJ4E_WA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135220807","content_text":"对比全球市场，2021年的港股相形见绌。欧美市场主要指数多上涨20%左右，亚太主要指数也多小幅上涨，然而恒生指数下跌14.08%2021年结束了。对港股投资者来说，历久弥新的话题是：香港股市是不是已经跌到了估值洼地？过去三年，港股投资者很难不落寞。自2019年以来，在大规模持续宽松的货币政策环境下，全球股市迎来牛市。过去三年里，纳斯达克指数增长135.78%，深证成指上涨105.22%，然而恒生指数却下跌9.47%。2021年初，投资者原本对港股行情比较期待。有券商喊出口号“跨过香江去，夺取定价权”。新股市场同样火爆，许多从未参与过新股申购的投资者入场开户。然而这一年的港股行情依然欠佳。恒生指数2021年累计跌幅超过14%、恒生科技指数下跌32.70%。新股发行速度放缓，破发不断。快手-W（1024.HK）、哔哩哔哩(9626.HK)、奈雪的茶(02150.HK)、诺辉健康-B（6606.HK）等新股上市至今股价已腰斩。新的一年，港股会怎样？港股自身独特性增加了港股市场的预测难度。除了产业基本面、科技行业等面临的监管措施，港股作为离岸市场，其受全球货币政策、汇率、股市表现等因素影响；同时港股自身也正发生着深远的变化，上市企业的构成、资金来源以及流动性等方面都有潜在变量。从资金的行动来看，内地资金对港股总体是加仓趋势。过去两年里，南下资金总金额从1.06万亿港元，增长到了2021年底约2.2万亿港元，这也是港股通开闸后南下资金总量最高、规模变化最大的阶段。港股熊市12月31日，港股仅交易半日，至此全年交易收官，恒生指数收于23397.67点。对比全球市场，2021年的港股相形见绌。欧美市场主要指数多上涨20%左右，亚太主要指数也多小幅上涨，然而恒生指数下跌14.08%。纵观各个行业的情况，科技股的下挫无疑是拖累港股最多的板块，其市值损失高于其他行业，另外，医疗、地产、金融、消费板块的低迷，均是港股市值损失的另一部分来源。恒生科技指数2021年全年下跌32.7%。港股市场权重最大的互联网公司，比如腾讯、阿里、美团、小米等个股均下跌；恒生医疗保健业指数跌幅27.8%，指数快要回撤到两年前的水平；消费股也有所回撤。海底捞（6862.HK）股价下跌70.5%、中国飞鹤（6186.HK）股价下跌40.7%、农夫山泉（9633.HK）股价震荡，最终下跌5.8%，泡泡玛特（9992.HK）股价下跌44.9%。传统行业方面，金融板块股价连续两年下跌超6%，房地产和物业遭遇重创。恒生地产建筑业指数继2020年下跌15.88%之后，2021年继续下跌19.18%。恒生物业服务及管理下跌46.7%。万科企业（2202.HK）下跌27.8%，碧桂园（2007.HK）下跌31.4%，中国恒大(03333.HK)下跌89.1%、融创中国(01918.HK)下跌54.8%。港股也有上涨的行业。恒生能源业指数涨幅22.04%。不过，这类企业目前占港股的市值并不大。新股冷却年初火爆一时的港股打新也进入了冷却阶段。年初之时，一只热门新股动辄上百万人参与其中。港股投资者“指南君”回忆年初的新股牛市，“万人拼手速抢额度（指券商提供的资金杠杆额度），快手那时候就没什么好分析的，随便一个大V都能看出它要涨，问题是你能不能抢到额度，能不能中签？”2021年7月之前，参与人数超过30万的新股有18只，其中医渡科技（2158.HK）、快手-W、诺辉健康-B参与人数超百万。随着市场遇冷，港股打新市场参与者迅速减少。8月后，港股市场人气最旺的新股是两只医药股。先瑞达医疗-B（6669.HK），吸引约31万人参与打新，股价首日下跌26.05%。心玮医疗-B（6609.HK）吸引24万人参与打新，股价首日下跌24.56%。此后新股热度快速下跌，频频破发。认购热度最高的微创机器人-B（2252.HK），也仅获10万人认购。根据Wind数据统计，2021年全年，港股新股市场共上市97只新股，44只破发，首日破发率45%，高于2020年的破发率。2021年香港新股年内破发率更是高达68%。尤其是2021年8月后上市的31只新股中，有21只首日破发，破发率高达68%，其中包括网易云音乐（9899.HK）、微博-SW（9898.HK）、顺丰同城（9699.HK）等新股，让打新客们欲哭无泪。如果投资者买入新股即持有至今，可能面临更大的损失。以下是2021年上市的主要港股新股涨跌数据，多数新股上市后股价下跌，其中包括公众认知度较高的快手跌幅76.0%、B站跌幅55.2%、奈雪的茶跌幅50.0%、时代天使跌幅37.8%等。新股上市破发与港股大市的整体持续低迷，拉低新股赚钱效应有关。华兴证券（香港）首席经济学家庞溟告诉《财经》记者：“一级市场的高定价进一步加剧了新股上市破发状况。监管压力之下投资者情绪依然未能修复，加上盈利增速放缓，拖累整个港股市场风险偏好下降，定价较为激进的IPO的破发概率增加。”后市如何？12月31日，港交所迎来了年末的最后三只新股，这三只新股最终均收涨，其中商汤-W（0020.HK）首日收涨7.27%，泉峰控股（2285.HK）首日收涨28.44%、圣诺医药-B（2257.HK）首日收涨18.21%。这给下半年低迷的港股新股市场带来了些许暖意。2022年港股会怎么走？从机构的最新表态来看，多数倾向于认可其长线配置价值，但上涨动力不足。摩根士丹利表示，港股上升空间有限，小幅上调恒指展望；瑞银的态度稍乐观，认为香港通关有望推动企业盈利复苏；瑞信大中华区首席投资总监邵志铭则表示，其已把恒指未来3个月目标价由25000点下调至24000点。他认为，潜在转折点将出现2022年3月的全国“两会”。若中央没有给出更大经济振兴措施并对地产行业作出更大动作，投资者将继续观望态度，香港市场将难以反弹。光大证券认为，港股估值处于历史低位，不过整体上涨的空间有限，2022年应重点把握港股价值回归的投资机会。“前期受到反垄断政策影响，科技板块估值已经回落至历史低位，未来具有更大的增长弹性与长期投资价值，是首选推荐。”“国内经济继续放缓、海内外政策与流动性的不确定性仍将对港股走势形成一定压制，但在国内政策环境与成本压力边际缓解背景下，港股业绩迎来一定改善，估值优势凸显，配置性价比提升。”博时基金表示，投资主线聚焦受益于监管从密集落地转向常态化、上游价格回落提振中下游盈利能力、海外供应链逐步缓解的互联网、消费、医药、汽车及零部件板块，以及碳中和下新能源转型带来业绩提升的港股新能源电力运营龙头。“备受打击的港股，当前的熊市亦已持续11个月。而在1994-2018年间，港股9次熊市平均持续时间10个月，未来上行空间应明显大于下行空间。虽然港股可能受海外市场的拖累表现不及A股，但当前极低的估值意味着中长期的配置价值突出。”易方达资产管理香港公司表示。对于市场较为关心的港股流动性问题，富途投研团队向《财经》记者表示，目前港股资金从过去的欧美资金主导为主，变成中国资金也有较大话语权，同时也给港股提供了持续流动性，由于中国投资者相对欧美投资者更了解在港股上市的中国资产，因此，流动性边际会持续改善。庞溟认为，在股票通、跨境理财通、债券通等陆续开通和完善之后，ETF通、新股通、衍生工具通或股指期货通等等其他类别金融产品的互联互通计划有望跟进推行，这可以给香港市场带来更多的流动性、更高的关注度和更好的估值水平，促进两地金融市场共融发展。从资金行动来看，两年前通过港股通南下进入香港股市的内地资金，总金额为1.06万亿港元（2019年12月31日数据），如今短短两年之内，这一数字已经翻倍，2021年12月31日数据该金额变成2.18万亿港元。低迷的市场抑制了后半年北向资金的流入，2021年内地资金的流入时间主要集中在第一季度，港股通的累计资金流向迅速从约1.7万亿增长到约2.1万亿港元，此后增长缓慢。南下资金的整体流入情况与新发基金密切相关。不过，港股的跌幅令南下港股市场的基金普遍遭遇大幅回调。此外，在2020年的大幅流出后，外资在2021年又逐渐回流到流出前水平。光大证券研究报告统计，海外资金在2021年维持净流入,当前累计净流入水平已回到2015年的水平。在股价大幅回撤的情况下，多家港股公司启动股票回购。兴业证券张忆东全球策略团队研究报告认为，以史为鉴，回购潮可能是未来股价上涨的先行信号。据兴业证券统计，截至12月15日，2021年港股有185家公司回购，累计回购金额达到335.1亿港元，创2002年有数据记录以来的历史新高，其中下半年有142家公司回购，回购金额达204.3亿港元，创半年度新高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695327099,"gmtCreate":1641348599540,"gmtModify":1641348599540,"author":{"id":"3486391652574807","authorId":"3486391652574807","name":"Go1denleaf","avatar":"https://static.tigerbbs.com/51d7eb26514ec306e36ed04323852c2a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486391652574807","authorIdStr":"3486391652574807"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01579\">$颐海国际(01579)$</a>眼看它起高楼、宴宾客、然后楼塌了","text":"$颐海国际(01579)$眼看它起高楼、宴宾客、然后楼塌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/695327099","isVote":1,"tweetType":1,"viewCount":3129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692823612,"gmtCreate":1640918612555,"gmtModify":1640918958608,"author":{"id":"3486391652574807","authorId":"3486391652574807","name":"Go1denleaf","avatar":"https://static.tigerbbs.com/51d7eb26514ec306e36ed04323852c2a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486391652574807","authorIdStr":"3486391652574807"},"themes":[],"htmlText":"赶紧买吧，资助太空垃圾打击我们的空间站出一分力","listText":"赶紧买吧，资助太空垃圾打击我们的空间站出一分力","text":"赶紧买吧，资助太空垃圾打击我们的空间站出一分力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/692823612","repostId":"1150171417","repostType":4,"isVote":1,"tweetType":1,"viewCount":1652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871130382,"gmtCreate":1637034023301,"gmtModify":1637034023301,"author":{"id":"3486391652574807","authorId":"3486391652574807","name":"Go1denleaf","avatar":"https://static.tigerbbs.com/51d7eb26514ec306e36ed04323852c2a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486391652574807","authorIdStr":"3486391652574807"},"themes":[],"htmlText":"青柑普洱yyds","listText":"青柑普洱yyds","text":"青柑普洱yyds","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871130382","repostId":"2183027491","repostType":2,"repost":{"id":"2183027491","kind":"news","pubTimestamp":1636980521,"share":"https://www.laohu8.com/m/news/2183027491?lang=&edition=full","pubTime":"2021-11-15 20:48","market":"hk","language":"zh","title":"一年成功6个新品，农夫山泉推新背后的逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=2183027491","media":"中国饮料行业网","summary":"今年打奶茶全新升级，农夫山泉推出红茶奶茶、乌龙奶茶和茉莉绿茶三种新口味。此外，迎合消费者追求健康的趋势，农夫山泉全新打奶茶采用低糖配方。在B站，年轻消费者拿农夫山泉新的打奶茶测评，给出最高5星的评价。这是农夫山泉2021年成功推出的第六组新品。3月初，农夫山泉推出了无菌线生产的不含山梨酸钾的气泡水饮品，把气泡碳酸类产品提升到新的健康高度。4月初，农夫山泉又瞄准了泡茶市场，推出了泡茶水。","content":"<html><body><article><p>进入冬季，原本应该淡季的饮料行业，却因为一款饮料新品热闹起来：9月底，<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>上市新一代打奶茶，“打奶茶回归”、“奶茶测评”、“入冬的第一瓶奶茶”瞬间成为小红书、B站等社交媒体上的热议话题。在没有任何代言人和广告加持的情况下，10月份打奶茶在上海全家便利连锁店创下了日均12瓶的记录，最高一家门店一天卖出了80瓶！而在苏州文星广场，单店每日最高记录达到了89瓶。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14183532692/0\"/><p>农夫山泉做奶茶并非第一次。</p><p>早在2014年前后，农夫山泉就推出了同名奶茶产品“打奶茶”，有抹茶、红茶两个口味。第一代打奶茶的广告至今令人印象深刻：“奶茶，要打。打，速度、力量。打出细腻，打出柔滑。不打，不奶茶”。因包装独特，农夫山泉打奶茶还获得了当年包装设计比赛Pentawards银奖。</p><p>第一代农夫山泉打奶茶至今还在韩国、日本等国外市场广受欢迎。尤其在韩国，几乎每家便利店都有来自中国的打奶茶。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14183532693/0\"/><p>今年打奶茶全新升级，农夫山泉推出红茶奶茶、乌龙奶茶和茉莉绿茶三种新口味。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14183532694/0\"/><p>在品质上，区别于市场上多数瓶装奶茶采用奶粉制作，打奶茶选用经过巴氏杀菌、过膜处理脱水形成的进口浓缩牛奶，不添加乳粉。据媒体报道，仅供打奶茶的首批量产，农夫山泉就已购入1200吨浓缩牛奶，可谓不惜成本。茶成分则来自于精选原叶茶，佐以巴旦木风味，将原料充分融合。</p><p>在融合的工艺上，农夫山泉特意强调结合宋代的“点茶”工艺与先进的生产设备均质机，“其高压作用让不同原料细化，从而混合得更加均匀且稳定”，这也对应了打奶茶的新广告语——“好味道的奶茶，打出来”。农夫山泉甚至对包装上使用的“打”字图形申请了商标注册。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14183532975/0\"/><p>说到这个“打”字，有熟悉品牌的人士分析，其实蕴含了农夫山泉的“小心机”，不少人乍一看认不出这是一个“打”字。这样的疑惑和确认间，产品就跑进了消费者的脑海中。在终端能抓住消费者的眼光多一秒，产品成功的可能自然就大一截。</p><p>此外，迎合消费者追求健康的趋势，农夫山泉全新打奶茶采用低糖配方。利用东方树叶茶饮料早已积累成熟的无菌科技，农夫山泉打奶茶一上市，就做到了“0防腐剂”、“0反式脂肪酸”、“0植脂末”、“0茶粉”、“0乳粉”、“0苯甲酸”等多个0标准，兼具好喝和品质，打造安心低负担，几近现做奶茶般的瓶装奶茶体验。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14183532976/0\"/><p>由饮料科技和新理念带来的变化，也迎来了市场的正向反馈。在B站，年轻消费者拿农夫山泉新的打奶茶测评，给出最高5星的评价。在小红书，不少人认为其为瓶装奶茶界的天花板，称之为yyds。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14183532977/0\"/><p>这是农夫山泉2021年成功推出的第六组新品。</p><p>2月底，17年老品尖叫，推出了等渗新系列。这是国内第一款具备“等渗”资质的运动饮料。一经上市，就引爆了运动、健身圈层，不少运动饮料品牌开始研究等渗尖叫。农夫山泉凭借一己之力，开辟了一个全新的运动饮料赛道：等渗。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14183533092/0\"/><p>3月初，农夫山泉推出了无菌线生产的不含山梨酸钾的气泡水饮品，把气泡碳酸类产品提升到新的健康高度。这是中国第一款0糖、0脂肪、0山梨酸钾的气泡碳酸类产品。产品推出后，制霸了一整个夏天，据保守估计半年卖出了6亿销售额，还引得一众气泡水品牌纷纷升级生产技术。</p><p>可以说，农夫山泉用自身积累的无菌技术，引领了整个气泡、碳酸细分市场的制造水平，带动了行业升级。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14183533093/0\"/><p>3月底，东方树叶在十周年之际，推出了新口味青柑普洱和玄米茶，又在8月底推出了桂花乌龙。这三款新品延续了东方树叶十年0糖、0卡、0脂、0香精、0防腐剂的产品卖点和技术壁垒。据<a href=\"https://laohu8.com/S/NLSN\">尼尔森</a>数据，东方树叶截止目前已实现了100%以上的增长，成为今年全年当之无愧的饮料爆款王。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14183533094/0\"/><p>据了解，东方树叶是早在十年前就具备了五个0的产品，至今依旧是饮料行业的技术天花板，能做到的企业寥寥无几。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14183533418/0\"/><p>4月初，农夫山泉又瞄准了泡茶市场，推出了泡茶水。从第三方平台的统计看，这个看似小众的产品，仅在电商上就卖出了1个多亿GMV。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14183533419/0\"/><p>4月底，3元价格带的长白雪天然雪山矿泉水上市。这款产品源自农夫山泉引以为豪的水源地——<a href=\"https://laohu8.com/S/603099\">长白山</a>莫崖泉。别具一格的包装设计颜值让这款水瞬间成为了“网红”。但最让人印象深刻的其实不是它的包装，而是它的口感。通常，瓶装水产品口感很难做出差异化。但是，但凡喝过这款水的人，都会由衷说一句：这水真的好喝。无怪乎农夫山泉会用“你喝到的，是长白山松软雪花的味道”作为它的广告语。</p><p>如今进入冬季，打奶茶在上海便利条系的大卖，证明了农夫山泉今年推出的第六款新品也将大概率获得成功，甚至可能成为下一个大爆款。</p><p>据接近农夫山泉的人士透露，农夫山泉内部将六组新品的连续成功首先归功于研发和技术。据了解，农夫山泉是国内第一家掌握了饮料无菌生产技术的公司，早在十年前就开启了无菌生产矩阵。旗下的每一款产品，看似简单，其实都蕴含了不少独门技术。比如东方树叶，开盖满溢天然茶香，目前已知范围内还找不到第二家公司可以达到这一技术水平。</p><p>事实上，农夫山泉是国内拥有专利技术最多的饮料公司之一。据智慧芽全球专利数据库，农夫山泉及其关联公司在全球126个国家/地区中，仅无菌类别，就有29件专利申请，其中，发明专利占96.55%。科研实力可见一斑。</p><p>这两年，饮料行业的新品层出不穷。据天猫数据，每年大概有2000多个新SKU上市。但每年也有2000多个SKU消亡。可以说，饮料行业已经进入了高度内卷、资源严重浪费的无序竞争状态。在这样的大环境下，农夫山泉能一年成功推出六组新品，这非常值得行业内的新晋公司反思：是流量为王，还是技术为王。</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>一年成功6个新品，农夫山泉推新背后的逻辑</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一年成功6个新品，农夫山泉推新背后的逻辑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 20:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111152057247a0aa732&s=b><strong>中国饮料行业网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>进入冬季，原本应该淡季的饮料行业，却因为一款饮料新品热闹起来：9月底，农夫山泉上市新一代打奶茶，“打奶茶回归”、“奶茶测评”、“入冬的第一瓶奶茶”瞬间成为小红书、B站等社交媒体上的热议话题。在没有任何代言人和广告加持的情况下，10月份打奶茶在上海全家便利连锁店创下了日均12瓶的记录，最高一家门店一天卖出了80瓶！而在苏州文星广场，单店每日最高记录达到了89瓶。农夫山泉做奶茶并非第一次。早在2014...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111152057247a0aa732&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/9c73365999f228bdf66df7f52d79a4b4","relate_stocks":{"09633":"农夫山泉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111152057247a0aa732&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2183027491","content_text":"进入冬季，原本应该淡季的饮料行业，却因为一款饮料新品热闹起来：9月底，农夫山泉上市新一代打奶茶，“打奶茶回归”、“奶茶测评”、“入冬的第一瓶奶茶”瞬间成为小红书、B站等社交媒体上的热议话题。在没有任何代言人和广告加持的情况下，10月份打奶茶在上海全家便利连锁店创下了日均12瓶的记录，最高一家门店一天卖出了80瓶！而在苏州文星广场，单店每日最高记录达到了89瓶。农夫山泉做奶茶并非第一次。早在2014年前后，农夫山泉就推出了同名奶茶产品“打奶茶”，有抹茶、红茶两个口味。第一代打奶茶的广告至今令人印象深刻：“奶茶，要打。打，速度、力量。打出细腻，打出柔滑。不打，不奶茶”。因包装独特，农夫山泉打奶茶还获得了当年包装设计比赛Pentawards银奖。第一代农夫山泉打奶茶至今还在韩国、日本等国外市场广受欢迎。尤其在韩国，几乎每家便利店都有来自中国的打奶茶。今年打奶茶全新升级，农夫山泉推出红茶奶茶、乌龙奶茶和茉莉绿茶三种新口味。在品质上，区别于市场上多数瓶装奶茶采用奶粉制作，打奶茶选用经过巴氏杀菌、过膜处理脱水形成的进口浓缩牛奶，不添加乳粉。据媒体报道，仅供打奶茶的首批量产，农夫山泉就已购入1200吨浓缩牛奶，可谓不惜成本。茶成分则来自于精选原叶茶，佐以巴旦木风味，将原料充分融合。在融合的工艺上，农夫山泉特意强调结合宋代的“点茶”工艺与先进的生产设备均质机，“其高压作用让不同原料细化，从而混合得更加均匀且稳定”，这也对应了打奶茶的新广告语——“好味道的奶茶，打出来”。农夫山泉甚至对包装上使用的“打”字图形申请了商标注册。说到这个“打”字，有熟悉品牌的人士分析，其实蕴含了农夫山泉的“小心机”，不少人乍一看认不出这是一个“打”字。这样的疑惑和确认间，产品就跑进了消费者的脑海中。在终端能抓住消费者的眼光多一秒，产品成功的可能自然就大一截。此外，迎合消费者追求健康的趋势，农夫山泉全新打奶茶采用低糖配方。利用东方树叶茶饮料早已积累成熟的无菌科技，农夫山泉打奶茶一上市，就做到了“0防腐剂”、“0反式脂肪酸”、“0植脂末”、“0茶粉”、“0乳粉”、“0苯甲酸”等多个0标准，兼具好喝和品质，打造安心低负担，几近现做奶茶般的瓶装奶茶体验。由饮料科技和新理念带来的变化，也迎来了市场的正向反馈。在B站，年轻消费者拿农夫山泉新的打奶茶测评，给出最高5星的评价。在小红书，不少人认为其为瓶装奶茶界的天花板，称之为yyds。这是农夫山泉2021年成功推出的第六组新品。2月底，17年老品尖叫，推出了等渗新系列。这是国内第一款具备“等渗”资质的运动饮料。一经上市，就引爆了运动、健身圈层，不少运动饮料品牌开始研究等渗尖叫。农夫山泉凭借一己之力，开辟了一个全新的运动饮料赛道：等渗。3月初，农夫山泉推出了无菌线生产的不含山梨酸钾的气泡水饮品，把气泡碳酸类产品提升到新的健康高度。这是中国第一款0糖、0脂肪、0山梨酸钾的气泡碳酸类产品。产品推出后，制霸了一整个夏天，据保守估计半年卖出了6亿销售额，还引得一众气泡水品牌纷纷升级生产技术。可以说，农夫山泉用自身积累的无菌技术，引领了整个气泡、碳酸细分市场的制造水平，带动了行业升级。3月底，东方树叶在十周年之际，推出了新口味青柑普洱和玄米茶，又在8月底推出了桂花乌龙。这三款新品延续了东方树叶十年0糖、0卡、0脂、0香精、0防腐剂的产品卖点和技术壁垒。据尼尔森数据，东方树叶截止目前已实现了100%以上的增长，成为今年全年当之无愧的饮料爆款王。据了解，东方树叶是早在十年前就具备了五个0的产品，至今依旧是饮料行业的技术天花板，能做到的企业寥寥无几。4月初，农夫山泉又瞄准了泡茶市场，推出了泡茶水。从第三方平台的统计看，这个看似小众的产品，仅在电商上就卖出了1个多亿GMV。4月底，3元价格带的长白雪天然雪山矿泉水上市。这款产品源自农夫山泉引以为豪的水源地——长白山莫崖泉。别具一格的包装设计颜值让这款水瞬间成为了“网红”。但最让人印象深刻的其实不是它的包装，而是它的口感。通常，瓶装水产品口感很难做出差异化。但是，但凡喝过这款水的人，都会由衷说一句：这水真的好喝。无怪乎农夫山泉会用“你喝到的，是长白山松软雪花的味道”作为它的广告语。如今进入冬季，打奶茶在上海便利条系的大卖，证明了农夫山泉今年推出的第六款新品也将大概率获得成功，甚至可能成为下一个大爆款。据接近农夫山泉的人士透露，农夫山泉内部将六组新品的连续成功首先归功于研发和技术。据了解，农夫山泉是国内第一家掌握了饮料无菌生产技术的公司，早在十年前就开启了无菌生产矩阵。旗下的每一款产品，看似简单，其实都蕴含了不少独门技术。比如东方树叶，开盖满溢天然茶香，目前已知范围内还找不到第二家公司可以达到这一技术水平。事实上，农夫山泉是国内拥有专利技术最多的饮料公司之一。据智慧芽全球专利数据库，农夫山泉及其关联公司在全球126个国家/地区中，仅无菌类别，就有29件专利申请，其中，发明专利占96.55%。科研实力可见一斑。这两年，饮料行业的新品层出不穷。据天猫数据，每年大概有2000多个新SKU上市。但每年也有2000多个SKU消亡。可以说，饮料行业已经进入了高度内卷、资源严重浪费的无序竞争状态。在这样的大环境下，农夫山泉能一年成功推出六组新品，这非常值得行业内的新晋公司反思：是流量为王，还是技术为王。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823109466,"gmtCreate":1633593559061,"gmtModify":1633593559061,"author":{"id":"3486391652574807","authorId":"3486391652574807","name":"Go1denleaf","avatar":"https://static.tigerbbs.com/51d7eb26514ec306e36ed04323852c2a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486391652574807","authorIdStr":"3486391652574807"},"themes":[],"htmlText":"<a 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