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清晨59468
2021-03-16
全世界人吃饭美国也会受到危胁?
抱歉,原内容已删除
清晨59468
2020-07-31
$道琼斯(.DJI)$
经济这么差都不跌
清晨59468
2020-05-18
$道琼斯(.DJI)$
该减仓
清晨59468
2020-05-14
$道琼斯(.DJI)$
美股还是很抗跌
清晨59468
2020-05-14
为啥,比这差的公司大把
毛利率太高、产能扩张过快 光伏龙头通威股份遭问询
清晨59468
2020-05-05
$A50指数主连(CNmain)$
明显是想做空A股
清晨59468
2020-05-04
$恒生指数(HSI)$
只有等A股开盘拉升带一下
清晨59468
2020-04-08
$道琼斯(.DJI)$
死了那么多人还涨A股为啥不涨?
清晨59468
2020-04-08
呵呵
@果子哥家老汉:
$道琼斯(.DJI)$
$纳斯达克(.IXIC)$
$深成ETF(159903)$
$标普500ETF(SPY)$
希望房产中间赶快复工开门啊,房子一定要卖掉入金买股票。快快开门啊。唉,不想一直拖下去。
清晨59468
2020-02-28
$道琼斯(.DJI)$
这背后一系列谁策划的
清晨59468
2019-06-20
$道琼斯(.DJI)$ 新高该减点仓了
清晨59468
2019-06-13
$道琼斯(.DJI)$ 赚了钱的应该后撤了
清晨59468
2019-06-04
$道琼斯(.DJI)$ 降息只是为了配合出货
清晨59468
2019-06-03
$道琼斯(.DJI)$ 拉高就是出逃的机会
清晨59468
2019-05-29
$道琼斯(.DJI)$这一切都是金毛的功劳
清晨59468
2019-05-14
$道琼斯(.DJI)$ 这都是金毛的功劳,谁也抢不走
去老虎APP查看更多动态
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该减仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959129433","isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":950412902,"gmtCreate":1589470429206,"gmtModify":1704190048788,"author":{"id":"3486697305262052","authorId":"3486697305262052","name":"清晨59468","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 美股还是很抗跌","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 美股还是很抗跌","text":"$道琼斯(.DJI)$ 美股还是很抗跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/950412902","isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":950410378,"gmtCreate":1589469493994,"gmtModify":1704190040523,"author":{"id":"3486697305262052","authorId":"3486697305262052","name":"清晨59468","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"为啥,比这差的公司大把","listText":"为啥,比这差的公司大把","text":"为啥,比这差的公司大把","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/950410378","repostId":"2035099425","repostType":2,"repost":{"id":"2035099425","pubTimestamp":1589467320,"share":"https://www.laohu8.com/m/news/2035099425?lang=&edition=full","pubTime":"2020-05-14 22:42","market":"sh","language":"zh","title":"毛利率太高、产能扩张过快 光伏龙头通威股份遭问询","url":"https://stock-news.laohu8.com/highlight/detail?id=2035099425","media":"界面新闻","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 原标题:毛利率太高、产能扩张过快,光伏龙头通威股份遭问询\n 记者 江帆\n A股光伏龙头企业通威股份(600438.SH","content":"<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 原标题:毛利率太高、产能扩张过快,光伏龙头通威股份遭问询\n 记者 江帆\n A股光伏龙头企业通威股份(600438.SH)收到了上交所问询函。\n 通威股份5月14日晚间公告称,上交所对其下发了2019年年度报告信息披露监管问询函,要求其进一步说明关于行业经营、财务会计、其他事项等情况,并要求5月22日之前披露回复。\n...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2020-05-14/doc-iirczymk1668751.shtml\">Web Link</a>\n\n</div>\n","source":"sina","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\" 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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毛利率太高、产能扩张过快 光伏龙头通威股份遭问询\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-14 22:42 北京时间 <a href=https://finance.sina.com.cn/roll/2020-05-14/doc-iirczymk1668751.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 原标题:毛利率太高、产能扩张过快,光伏龙头通威股份遭问询\n 记者 江帆\n A股光伏龙头企业通威股份(600438.SH)收到了上交所问询函。\n 通威股份5月14日晚间公告称,上交所对其下发了2019年年度报告信息披露监管问询函,要求其进一步说明关于行业经营、财务会计、其他事项等情况,并要求5月22日之前披露回复。\n...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2020-05-14/doc-iirczymk1668751.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/096e374818f94a1d385200d65a9cc2aa","relate_stocks":{"600438":"通威股份"},"source_url":"https://finance.sina.com.cn/roll/2020-05-14/doc-iirczymk1668751.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2035099425","content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 原标题:毛利率太高、产能扩张过快,光伏龙头通威股份遭问询\n 记者 江帆\n A股光伏龙头企业通威股份(600438.SH)收到了上交所问询函。\n 通威股份5月14日晚间公告称,上交所对其下发了2019年年度报告信息披露监管问询函,要求其进一步说明关于行业经营、财务会计、其他事项等情况,并要求5月22日之前披露回复。\n 得益于光伏业务的强劲增长,2019年,通威股份营收达375.55亿元,同比增长36.39%;净利润26.35亿元,同比增长30.51%;拟每10股派发红利1.86元。\n 报告期内,该公司高纯晶硅销量6.38万吨,同比增长232.5%,在市场价格比去年同期下降30%-40%的情况下,实现毛利率24.45%。\n 上交所要求通威股份说明,相关产品市场价格下降及毛利率变动、电池及组件业务销量增速高于收入增速的原因,以及后续相关产品市场是否存在持续降价风险。\n 作为全球最大光伏电池厂商,通威股份目前的电池产能为20 GW。根据规划,2023年将形成80-100 GW的产能。该公司也在加足马力,朝着全球最大硅料供应商的位置靠近。\n 2019年末,通威股份固定资产为245.34亿元,同比增长46.43%,占总资产比重约48%。\n 上交所要求通威股份对比最近三年主要在建工程项目转入固定资产项目的金额,说明固定资产项目大幅增长是否符合公司产能增长以及行业整体发展趋势,并说明是否具有持续性。\n 今年以来,通威股份已宣布了近300亿元的产能扩张计划,其中包括30 GW高效太阳能电池及配套项目、以及7.5万吨的高纯晶硅项目。\n 根据已有及在建项目的进度情况,通威股份预计,乐山二期及保山项目实施后,其高纯晶硅年产能将达15.5万吨。\n 这意味着,通威股份大概率将在明年超越保利协鑫能源(03800.HK),成为全球硅料老大。\n 上交所要求通威股份按照产能及区域分布情况,补充披露高纯晶硅业务、电池业务在建及完工项目的建设时间、投资金额、规划产能、投资回报周期以及目前的实际运营情况。\n 庞大的新建产能计划,需要巨额资金的加持。\n 通威股份上个月接连宣布了多项融资计划,包括非公开发行募资60亿元、发行50亿元超短期融资券、以及申请400亿元综合授信额度。\n 截至2019年年末,通威股份负债合计287.33亿元,同比增长23.58%;资产负债率61.37%。\n 其中,长期借款及应付债券增长较快,应付票据期末余额为52.95亿元,同比增长143.4%;财务费用同比增长124%,至7.08亿元,高于负债规模以及净利增长速度。\n 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