长城之南的个人主页 - 老虎社区

长城之南

长城之南

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IP属地：浙江

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4主题

0勋章

2020-08-25

$360数科(QFIN)$谁能告诉我这是为什么？

2020-08-18

$乐信(LX)$先涨后跌

2020-08-24

$360数科(QFIN)$今天不翻红，全仓倾入

2020-08-28

$360数科(QFIN)$一切都是因为它是互金公司。不然早冲上天了。政策阴影得消化一阵子。

2020-08-20

$360金融(QFIN)$这个超级无敌大利空终于落地了。接下来，是实力的表现！期待下周一财报！要入场的可以入了！

2020-08-18

$乐信(LX)$每股收益不及预期。

2020-08-29

$乐信(LX)$乐信根本就懒得搭理灰熊，连个回应都没。

2020-08-26

$乐信(LX)$乐信这次被做空是否会重蹈瑞幸覆辙？有懂的大牛出来聊下吗

2020-08-24

今天若不翻红，全仓倾入

2020-10-07

7.73入。相信花旗的判断。

3月暴跌40%！高鑫零售究竟发生了什么？

2020-08-28

$阿里巴巴(BABA)$大单挂的很恐怖

2020-08-25

财报是假的吗？为什么还跌？

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/UBS\">瑞银</a>发表报告下调高鑫零售投资评级，由原来</font>“买入”降至“中性”，将目标价由<font>15.62</font><font>港元大幅下降</font><font>42%</font><font>至</font><font>9.07</font><font>港元，并将其剔出该行亚太区焦点股份名单。</font></p><p><font>瑞银认为，内地消费行为正在改变，转以社区为本的</font>“新零售”令线下交易减幅超预期，预测高鑫零售的同店销售将收缩<font>13-14%</font><font>。并且由于租金收入下降和新投资，导致高鑫零售盈利能力下降，因此将高鑫零售</font><font>2020-2022</font><font>年盈利预测下调</font><font>9-40%</font><font>。</font></p><p><font><b>但在具体财务业绩方面，上半年高鑫零售的表现实际是优于行业数据的。</b>半年报显示，期内公司营收总额为</font>532<font>亿元（人民币，下同），同比增长</font><font>5%</font><font>。净利润</font><font>20.62</font><font>亿元，同比增长</font><font>17%</font><font>，高于市场预期</font><font>3%</font><font>。</font></p><p><b><font>销售增长的主要原因，来自于大股东<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的赋能。</font></b><font>阿里巴巴</font>2017<font>年</font><font>11</font><font>月斥资</font><font>224</font><font>亿港元入股高鑫零售，目前是其第二大股东，持有</font><font>21%</font><font>股权。<span>通过天猫超市、菜鸟网络、饿了么等渠道，</span><span>高鑫零售和阿里</span><span>分别在库存、社区团购和配送方面达成合作。据</span>阿里巴巴财报显示，截至</font><font>2020</font><font>年</font><font>3</font><font>月</font><font>31</font><font>日止的</font><font>12</font><font>个月里，以淘鲜达为主的阿里巴巴商业平台，为高鑫零售带来的收入约占其总收入的</font><font>10%</font><font>。</font></p><p><font>通过淘鲜达及天猫平台，高鑫零售线上</font>B2C<font>业务实现大幅成长，盈利能力也有所提升。上半年公司</font><font>B2C</font><font>业务一季度实现店日均单量</font><font>750+</font><font>单，二季度为</font><font>950+</font><font>单。截至报告期末，</font><font>B2C</font><font>用户数接近</font><font>5000</font><font>万，活跃用户数接近</font><font>1300</font><font>万；而</font><font>B2B</font><font>业务分别为</font><font>60</font><font>万和</font><font>25</font><font>万。</font></p><p><font><img src=\"https://img3.gelonghui.com/125a3-d58d95ca-4eb7-46c4-b4a8-c9f3323c0d77.png\"/></font></p><p><font>数据来源：港交所公告</font></p><p><font>另据高鑫零售公告显示，上半年公司租金收入</font>16.76<font>亿元，同比降低</font><font>18.8%</font><font>。主要原因是受新冠疫情影响，公司给予部分租户租金减免。同样在</font><font>疫情影响</font><font>下</font><font>，</font><font>上半年</font><font>高鑫零售展店速度较慢，新增一家中型超市，关闭了三家亏损门店</font><font>。</font></p><p><font>在未来预期方面，随着疫情好转，</font> <font>高鑫零售在下半年拓店规划上预计新开大卖场</font>11<font>家，中型超市</font><font>2~3</font><font>家，盒马超市</font><font>4</font><font>家，小超市</font><font>30~50</font><font>家。</font></p><p><font>对于明年的开店目标指引，管理层预计中超新增开</font>30~50<font>家，小超增加</font><font>200</font><font>家以上。在拓店上将重新回到快速开店的轨道，并将未来展店的主力放在中型超市和小超市上。</font></p><p><font>不同于瑞银的观点，</font><font><a href=\"https://laohu8.com/S/C\">花旗</a>发表研究报告表示看好高鑫零售与阿里巴巴的合作</font><font>，双方</font><font>合作</font><font>将</font><font>进一步拓展至在数字经济领域，相信市场会在高鑫同店销售稳定时，对第四季及</font>2021<font>年时的竞争形势更为欣赏</font><font>。</font><font>该行对高鑫零售维持目标价</font>14.42<font>港元及买入评级。</font></p></body></html>","source":"gelonghui_highlight","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>3月暴跌40%！高鑫零售究竟发生了什么？</title>\n<style 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}\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\">\n3月暴跌40%！高鑫零售究竟发生了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-07 15:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.gelonghui.com/p/414738><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股高鑫零售今日低开低走，截至发稿跌超11%，现价7.7港元创近一年内新低。暂成交近4.6亿港元，最新总市值734.56亿港元。数据来源：富途牛牛自7月份开始，高鑫零售便阴跌不止。8月中旬公布中期业绩后，公司股价表现并未改善，至今已累计跌近42%。考虑到从19年5月至今年6月底的大概一年时间内，高鑫零售股价累计大涨了一倍有余，创下历史最高价13.4港元。本轮40%的下跌，可以视为市场正常的调整回落...</p>\n\n<a href=\"http://www.gelonghui.com/p/414738\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03f3d0c168656a3e6eb4245c3c31ff40","relate_stocks":{"06808":"高鑫零售"},"source_url":"http://www.gelonghui.com/p/414738","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2073897624","content_text":"港股高鑫零售今日低开低走，截至发稿跌超11%，现价7.7港元创近一年内新低。暂成交近4.6亿港元，最新总市值734.56亿港元。数据来源：富途牛牛自7月份开始，高鑫零售便阴跌不止。8月中旬公布中期业绩后，公司股价表现并未改善，至今已累计跌近42%。考虑到从19年5月至今年6月底的大概一年时间内，高鑫零售股价累计大涨了一倍有余，创下历史最高价13.4港元。本轮40%的下跌，可以视为市场正常的调整回落。消息面上，瑞银发表报告下调高鑫零售投资评级，由原来“买入”降至“中性”，将目标价由15.62港元大幅下降42%至9.07港元，并将其剔出该行亚太区焦点股份名单。瑞银认为，内地消费行为正在改变，转以社区为本的“新零售”令线下交易减幅超预期，预测高鑫零售的同店销售将收缩13-14%。并且由于租金收入下降和新投资，导致高鑫零售盈利能力下降，因此将高鑫零售2020-2022年盈利预测下调9-40%。但在具体财务业绩方面，上半年高鑫零售的表现实际是优于行业数据的。半年报显示，期内公司营收总额为532亿元（人民币，下同），同比增长5%。净利润20.62亿元，同比增长17%，高于市场预期3%。销售增长的主要原因，来自于大股东阿里巴巴的赋能。阿里巴巴2017年11月斥资224亿港元入股高鑫零售，目前是其第二大股东，持有21%股权。通过天猫超市、菜鸟网络、饿了么等渠道，高鑫零售和阿里分别在库存、社区团购和配送方面达成合作。据阿里巴巴财报显示，截至2020年3月31日止的12个月里，以淘鲜达为主的阿里巴巴商业平台，为高鑫零售带来的收入约占其总收入的10%。通过淘鲜达及天猫平台，高鑫零售线上B2C业务实现大幅成长，盈利能力也有所提升。上半年公司B2C业务一季度实现店日均单量750+单，二季度为950+单。截至报告期末，B2C用户数接近5000万，活跃用户数接近1300万；而B2B业务分别为60万和25万。数据来源：港交所公告另据高鑫零售公告显示，上半年公司租金收入16.76亿元，同比降低18.8%。主要原因是受新冠疫情影响，公司给予部分租户租金减免。同样在疫情影响下，上半年高鑫零售展店速度较慢，新增一家中型超市，关闭了三家亏损门店。在未来预期方面，随着疫情好转， 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href=\"https://laohu8.com/S/UBS\">瑞银</a>发表报告下调高鑫零售投资评级，由原来</font>“买入”降至“中性”，将目标价由<font>15.62</font><font>港元大幅下降</font><font>42%</font><font>至</font><font>9.07</font><font>港元，并将其剔出该行亚太区焦点股份名单。</font></p><p><font>瑞银认为，内地消费行为正在改变，转以社区为本的</font>“新零售”令线下交易减幅超预期，预测高鑫零售的同店销售将收缩<font>13-14%</font><font>。并且由于租金收入下降和新投资，导致高鑫零售盈利能力下降，因此将高鑫零售</font><font>2020-2022</font><font>年盈利预测下调</font><font>9-40%</font><font>。</font></p><p><font><b>但在具体财务业绩方面，上半年高鑫零售的表现实际是优于行业数据的。</b>半年报显示，期内公司营收总额为</font>532<font>亿元（人民币，下同），同比增长</font><font>5%</font><font>。净利润</font><font>20.62</font><font>亿元，同比增长</font><font>17%</font><font>，高于市场预期</font><font>3%</font><font>。</font></p><p><b><font>销售增长的主要原因，来自于大股东<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的赋能。</font></b><font>阿里巴巴</font>2017<font>年</font><font>11</font><font>月斥资</font><font>224</font><font>亿港元入股高鑫零售，目前是其第二大股东，持有</font><font>21%</font><font>股权。<span>通过天猫超市、菜鸟网络、饿了么等渠道，</span><span>高鑫零售和阿里</span><span>分别在库存、社区团购和配送方面达成合作。据</span>阿里巴巴财报显示，截至</font><font>2020</font><font>年</font><font>3</font><font>月</font><font>31</font><font>日止的</font><font>12</font><font>个月里，以淘鲜达为主的阿里巴巴商业平台，为高鑫零售带来的收入约占其总收入的</font><font>10%</font><font>。</font></p><p><font>通过淘鲜达及天猫平台，高鑫零售线上</font>B2C<font>业务实现大幅成长，盈利能力也有所提升。上半年公司</font><font>B2C</font><font>业务一季度实现店日均单量</font><font>750+</font><font>单，二季度为</font><font>950+</font><font>单。截至报告期末，</font><font>B2C</font><font>用户数接近</font><font>5000</font><font>万，活跃用户数接近</font><font>1300</font><font>万；而</font><font>B2B</font><font>业务分别为</font><font>60</font><font>万和</font><font>25</font><font>万。</font></p><p><font><img src=\"https://img3.gelonghui.com/125a3-d58d95ca-4eb7-46c4-b4a8-c9f3323c0d77.png\"/></font></p><p><font>数据来源：港交所公告</font></p><p><font>另据高鑫零售公告显示，上半年公司租金收入</font>16.76<font>亿元，同比降低</font><font>18.8%</font><font>。主要原因是受新冠疫情影响，公司给予部分租户租金减免。同样在</font><font>疫情影响</font><font>下</font><font>，</font><font>上半年</font><font>高鑫零售展店速度较慢，新增一家中型超市，关闭了三家亏损门店</font><font>。</font></p><p><font>在未来预期方面，随着疫情好转，</font> <font>高鑫零售在下半年拓店规划上预计新开大卖场</font>11<font>家，中型超市</font><font>2~3</font><font>家，盒马超市</font><font>4</font><font>家，小超市</font><font>30~50</font><font>家。</font></p><p><font>对于明年的开店目标指引，管理层预计中超新增开</font>30~50<font>家，小超增加</font><font>200</font><font>家以上。在拓店上将重新回到快速开店的轨道，并将未来展店的主力放在中型超市和小超市上。</font></p><p><font>不同于瑞银的观点，</font><font><a href=\"https://laohu8.com/S/C\">花旗</a>发表研究报告表示看好高鑫零售与阿里巴巴的合作</font><font>，双方</font><font>合作</font><font>将</font><font>进一步拓展至在数字经济领域，相信市场会在高鑫同店销售稳定时，对第四季及</font>2021<font>年时的竞争形势更为欣赏</font><font>。</font><font>该行对高鑫零售维持目标价</font>14.42<font>港元及买入评级。</font></p></body></html>","source":"gelonghui_highlight","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>3月暴跌40%！高鑫零售究竟发生了什么？</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\">\n3月暴跌40%！高鑫零售究竟发生了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-07 15:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.gelonghui.com/p/414738><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股高鑫零售今日低开低走，截至发稿跌超11%，现价7.7港元创近一年内新低。暂成交近4.6亿港元，最新总市值734.56亿港元。数据来源：富途牛牛自7月份开始，高鑫零售便阴跌不止。8月中旬公布中期业绩后，公司股价表现并未改善，至今已累计跌近42%。考虑到从19年5月至今年6月底的大概一年时间内，高鑫零售股价累计大涨了一倍有余，创下历史最高价13.4港元。本轮40%的下跌，可以视为市场正常的调整回落...</p>\n\n<a href=\"http://www.gelonghui.com/p/414738\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03f3d0c168656a3e6eb4245c3c31ff40","relate_stocks":{"06808":"高鑫零售"},"source_url":"http://www.gelonghui.com/p/414738","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2073897624","content_text":"港股高鑫零售今日低开低走，截至发稿跌超11%，现价7.7港元创近一年内新低。暂成交近4.6亿港元，最新总市值734.56亿港元。数据来源：富途牛牛自7月份开始，高鑫零售便阴跌不止。8月中旬公布中期业绩后，公司股价表现并未改善，至今已累计跌近42%。考虑到从19年5月至今年6月底的大概一年时间内，高鑫零售股价累计大涨了一倍有余，创下历史最高价13.4港元。本轮40%的下跌，可以视为市场正常的调整回落。消息面上，瑞银发表报告下调高鑫零售投资评级，由原来“买入”降至“中性”，将目标价由15.62港元大幅下降42%至9.07港元，并将其剔出该行亚太区焦点股份名单。瑞银认为，内地消费行为正在改变，转以社区为本的“新零售”令线下交易减幅超预期，预测高鑫零售的同店销售将收缩13-14%。并且由于租金收入下降和新投资，导致高鑫零售盈利能力下降，因此将高鑫零售2020-2022年盈利预测下调9-40%。但在具体财务业绩方面，上半年高鑫零售的表现实际是优于行业数据的。半年报显示，期内公司营收总额为532亿元（人民币，下同），同比增长5%。净利润20.62亿元，同比增长17%，高于市场预期3%。销售增长的主要原因，来自于大股东阿里巴巴的赋能。阿里巴巴2017年11月斥资224亿港元入股高鑫零售，目前是其第二大股东，持有21%股权。通过天猫超市、菜鸟网络、饿了么等渠道，高鑫零售和阿里分别在库存、社区团购和配送方面达成合作。据阿里巴巴财报显示，截至2020年3月31日止的12个月里，以淘鲜达为主的阿里巴巴商业平台，为高鑫零售带来的收入约占其总收入的10%。通过淘鲜达及天猫平台，高鑫零售线上B2C业务实现大幅成长，盈利能力也有所提升。上半年公司B2C业务一季度实现店日均单量750+单，二季度为950+单。截至报告期末，B2C用户数接近5000万，活跃用户数接近1300万；而B2B业务分别为60万和25万。数据来源：港交所公告另据高鑫零售公告显示，上半年公司租金收入16.76亿元，同比降低18.8%。主要原因是受新冠疫情影响，公司给予部分租户租金减免。同样在疫情影响下，上半年高鑫零售展店速度较慢，新增一家中型超市，关闭了三家亏损门店。在未来预期方面，随着疫情好转， 高鑫零售在下半年拓店规划上预计新开大卖场11家，中型超市2~3家，盒马超市4家，小超市30~50家。对于明年的开店目标指引，管理层预计中超新增开30~50家，小超增加200家以上。在拓店上将重新回到快速开店的轨道，并将未来展店的主力放在中型超市和小超市上。不同于瑞银的观点，花旗发表研究报告表示看好高鑫零售与阿里巴巴的合作，双方合作将进一步拓展至在数字经济领域，相信市场会在高鑫同店销售稳定时，对第四季及2021年时的竞争形势更为欣赏。该行对高鑫零售维持目标价14.42港元及买入评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973748985,"gmtCreate":1598629542947,"gmtModify":1704219950384,"author":{"id":"3488623768172872","authorId":"3488623768172872","name":"长城之南","avatar":"https://static.tigerbbs.com/c43d5f20fd9adb41114906c042a307cc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>大单挂的很恐怖","listText":"<a 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