冬天的东的个人主页 - 老虎社区

冬天的东

冬天的东

来年，发大财

IP属地：山西

56关注

4粉丝

1主题

0勋章

2021-12-17

$Sea Ltd(SE)$趋势已经坏了，终于开始跌了，幸好跑的快，如果20块拿的，就不用跑了，最多减仓就行。

2021-12-09

既然敢回购。说明业绩没问题。政策已经落地了。后续就是看管理层怎么调整了，大概率没啥大问题。我已经全仓了。

抱歉，原内容已删除

2021-07-19

$RLX科技(RLX)$跌吧。我等着养老了。

2021-04-01

买上几百股，拼一下吧。反正也不多。

抱歉，原内容已删除

2021-01-08

记录一下

抱歉，原内容已删除

2021-01-04

买对了

蓝月亮集团续刷历史新高，总市值逼近千亿港元

2020-11-11

$Unity Biotechnology(UBX)$一下赔了50个点。伤心透了。割肉离场。

2020-08-15

$Unity Biotechnology(UBX)$ 为啥天天涨

2020-07-30

首日涨幅300%

@小虎活动:猜理想汽车首日涨跌幅，赢66虎币！

2020-05-20

看不懂。

小米集团第一季度营收497.02亿元，好于预期

2020-05-20

嗯。比小米有钱。可以吧。

阿里投百亿布局AIoT，重点建立天猫精灵生态

2020-05-19

$九毛九(09922)$内地都关闭22家九毛九的店了。股价还在涨。这是在套人吗？

2020-03-04

$小米集团-W(01810)$20倍的pe，也不便宜了。盈利点不明确，只有手机，竞争激烈。不是很合适的投资公司。

2020-01-28

鼠年大吉大利

2020-01-24

金鼠年来啦，我想秒变小迷妹

2020-01-24

金鼠年来啦，我想事业高升

2020-01-15

$九毛九(09922)$ 嗯。确实不错，我准备放一个月再说。虽然说有杠杆。不过利率真的很低。不错

2020-01-15

$中国恒大(03333)$ 买了快一年了。倒赔了好几百了。嘿嘿。长期拿着吧，好股就是要拿住。

2019-12-09

$新城发展(01030)$打卡。9元。

2019-12-09

$新城发展(01030)$哈哈。终于突破9元。离10元不远了。

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/06993\">蓝月亮集团</a>尾盘再度发力冲高，现涨10.75%，报16.9港元，续刷历史新高，总市值达970亿港元。</p><p><img src=\"https://static.tigerbbs.com/2a239190268a4d51d704f57b35f9c25f\" tg-width=\"840\" 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target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 汽车后，造成新势力<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 将在今晚登陆纳斯达克！ 今年以来，新能源汽车迎来风口，蔚来股价从底部大涨700%+，<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 更是打爆空头，市值称霸汽车行业。 如此巨大的风口，加上高瓴资本、美团和王兴的助阵，今夜的理想汽车将如何演绎呢？ 来吧，虎友们，竞猜今夜理想汽车收盘涨幅，最接近的15位虎友将获得66虎币的奖励，如果将你的竞猜内容转发到个人主页，将额外赠送66虎币！ 评论转发一条龙，132虎币大放送！ 除了虎币奖励，预测涨跌幅最接近的8位虎友，还有理想周边礼品——环保编织袋赠送： 活动截止时间：今夜24点！ 每账号限竞猜1次 举例： 记得竞猜的同时勾选【同时转发】哦！","listText":"继<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 汽车后，造成新势力<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 将在今晚登陆纳斯达克！ 今年以来，新能源汽车迎来风口，蔚来股价从底部大涨700%+，<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 更是打爆空头，市值称霸汽车行业。 如此巨大的风口，加上高瓴资本、美团和王兴的助阵，今夜的理想汽车将如何演绎呢？ 来吧，虎友们，竞猜今夜理想汽车收盘涨幅，最接近的15位虎友将获得66虎币的奖励，如果将你的竞猜内容转发到个人主页，将额外赠送66虎币！ 评论转发一条龙，132虎币大放送！ 除了虎币奖励，预测涨跌幅最接近的8位虎友，还有理想周边礼品——环保编织袋赠送： 活动截止时间：今夜24点！ 每账号限竞猜1次 举例： 记得竞猜的同时勾选【同时转发】哦！","text":"继$蔚来(NIO)$ 汽车后，造成新势力$理想汽车(LI)$ 将在今晚登陆纳斯达克！ 今年以来，新能源汽车迎来风口，蔚来股价从底部大涨700%+，$特斯拉(TSLA)$ 更是打爆空头，市值称霸汽车行业。 如此巨大的风口，加上高瓴资本、美团和王兴的助阵，今夜的理想汽车将如何演绎呢？ 来吧，虎友们，竞猜今夜理想汽车收盘涨幅，最接近的15位虎友将获得66虎币的奖励，如果将你的竞猜内容转发到个人主页，将额外赠送66虎币！ 评论转发一条龙，132虎币大放送！ 除了虎币奖励，预测涨跌幅最接近的8位虎友，还有理想周边礼品——环保编织袋赠送： 活动截止时间：今夜24点！ 每账号限竞猜1次 举例： 记得竞猜的同时勾选【同时转发】哦！","images":[{"img":"https://static.tigerbbs.com/414c276607dc23333880f33d079d1aa0","width":"1080","height":"1440"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942326934","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959524065,"gmtCreate":1589968991257,"gmtModify":1704191293275,"author":{"id":"3492735462013267","authorId":"3492735462013267","name":"冬天的东","avatar":"https://static.tigerbbs.com/7c2d8f9533819dc22ed99ab986c92412","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492735462013267","authorIdStr":"3492735462013267"},"themes":[],"htmlText":"看不懂。","listText":"看不懂。","text":"看不懂。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959524065","repostId":"1133906698","repostType":2,"repost":{"id":"1133906698","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":1589967474,"share":"https://www.laohu8.com/m/news/1133906698?lang=&edition=full","pubTime":"2020-05-20 17:37","market":"hk","language":"zh","title":"小米集团第一季度营收497.02亿元，好于预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1133906698","media":"老虎资讯综合","summary":"5月20日港股收盘后，$小米集团-W$ 发布2020年第一季度财报。财报显示，小米集团第一季度营收为497.02亿元，市场预期478.61亿元，去年同期437.57亿元。一季度营收497亿元，同比增长13.6%；一季度经调整净利润23亿元，同比增长10.6%；一季度境外市场收入248亿元，同比增长47.8%，首次达到总收入的一半。小米集团表示，公司在2020年第一季度，持续推进5G+AIoT双引擎战略，成绩斐然。","content":"<p>5月20日港股收盘后，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 发布<span>2020年第一季度财报。财报显示，</span>小米集团第一季度营收为497.02亿元，市场预期478.61亿元，去年同期437.57亿元。此外，净利润也超出市场预期，且境外市场收入占比首次达到50%。</p><ul><li><span>一季度</span>营收497亿元，同比增长13.6%；</li><li>一季度经调整净利润23亿元，同比增长10.6%；</li><li>一季度境外市场收入248亿元，同比增长47.8%，首次达到总收入的一半。</li><li>一季度智能手机部分收入达到303亿元，同比增长12.3%；智能手机销量达到29.2百万部，同比增长4.7%。</li><li><span>3月在中国大陆的5G智能手机销量市占率已达14.1%。</span></li><li>一季度，全球智能手机出货量的市场占有率上升至11.1%，排名全球第四。</li><li><span>一季度智能电视出货量270万台，同比增长3%，连续五个季度稳居中国大陆电视出货量第一位，全球前五位。</span></li><li>MIUI的月活跃用户由 2019年3月的2.6亿人增加26.7%至2020年3月的3.3亿人。</li></ul><p>小米集团表示，公司在2020年第一季度，持续推进5G+AIoT双引擎战略，成绩斐然。2020年3月，公司在中国大陆的5G智能手机销量市占率已达14.1%。根据Canalys的数据，公司在中国大陆市场实现了25.9%的5G市场渗透率，高于市场平均，凸显了公司在5G市场的领先地位。</p><p>公司持续在国际IoT市场保持领先地位。根据iResearch的资料，据截至2019年12月31日的数据，按照已连接IoT设备数统计（不包括智能手机及笔记本计算机），小米是全球规模最大的消费级IoT平台。</p><p>截至2020年3月31日，公司的IoT平台已连接的IoT设备数（不包括智能手机和笔记本计算机）达到2.52亿台，同比增长42.6%；拥有五件及以上连接小米IoT平台的设备（不包括智能手机及笔记本计算机）的用户数增加至460万，同比增长67.9%；2020年3月，人工智能助理「小爱同学」的月活跃用户数达到7050万，同比增长54.9%；2020年3月，米家App月活跃用户数达到4000万，同比增长53.4%。</p><p><img src=\"https://static.tigerbbs.com/9687b18117a6c377b987c274c7796aab\" tg-width=\"1014\" tg-height=\"9594\"></p><p><span>谈及疫情影响，小米在财报中表示，第一季度末以来，随着中国大陆疫情的逐渐缓解，主要产品在一季度末销售已回到疫情前水准。目前中国市场供应端复工复产顺利，线下客流逐渐恢复，需求端反弹趋势明显。从我们的数据来看，我们中国大陆的手机销量在2020年3月起已逐渐回到疫情前水平；智能电视出货量也大幅回升。</span></p><p><span>对于海外市场压力更大的第二季度，小米在财报中提及，在疫情影响下，境外的其他市场也采取了不同形式的应对措施，预计会对第二季度的业绩造成影响。不过小米表示，随着印度、欧洲等市场逐步解封，消费者需求反弹明显，“分散的市场布局使我们能够快速地进行跨区域的战略部署及资源配置，以应对疫情影响。”</span></p><p><span>财报发布前，小米股票近期获得多家券商看好，其中瑞信、摩根大通分别将小米股票评级上调至“跑赢大盘”与“持有”，星展银行重申“买入”评级，并将目标价上调至15港元。</span></p><p>瑞信认为，小米集团海外销量复苏超过预期，市场占有率也有持续增加的势头，分别上调小米今明两年智能手机出货量预测7%及10%。</p><p>此外，晨星（Morningstar）成为5月唯一下调小米股票评级的机构，其在5月19日将小米股票评级从“持有”下调至“卖出”，目标价为9.8港元。</p><p>截至发稿，彭博数据显示，小米股票共有33个“买入”评级，7个“持有”评级，2个“卖出”评级，12个月平均目标价为13.17港元。</p><p>今日港股收盘，香港恒生指数跌0.07%，小米股价收报12.8港元，涨幅为1.11%，盘中一度涨至12.92港元，为3月6日以来新高。<img src=\"https://static.tigerbbs.com/9261ed58fb5146c5adb9d7af84d90509\" tg-width=\"840\" tg-height=\"470\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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小米集团第一季度营收497.02亿元，好于预期\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\">2020-05-20 17:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月20日港股收盘后，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 发布<span>2020年第一季度财报。财报显示，</span>小米集团第一季度营收为497.02亿元，市场预期478.61亿元，去年同期437.57亿元。此外，净利润也超出市场预期，且境外市场收入占比首次达到50%。</p><ul><li><span>一季度</span>营收497亿元，同比增长13.6%；</li><li>一季度经调整净利润23亿元，同比增长10.6%；</li><li>一季度境外市场收入248亿元，同比增长47.8%，首次达到总收入的一半。</li><li>一季度智能手机部分收入达到303亿元，同比增长12.3%；智能手机销量达到29.2百万部，同比增长4.7%。</li><li><span>3月在中国大陆的5G智能手机销量市占率已达14.1%。</span></li><li>一季度，全球智能手机出货量的市场占有率上升至11.1%，排名全球第四。</li><li><span>一季度智能电视出货量270万台，同比增长3%，连续五个季度稳居中国大陆电视出货量第一位，全球前五位。</span></li><li>MIUI的月活跃用户由 2019年3月的2.6亿人增加26.7%至2020年3月的3.3亿人。</li></ul><p>小米集团表示，公司在2020年第一季度，持续推进5G+AIoT双引擎战略，成绩斐然。2020年3月，公司在中国大陆的5G智能手机销量市占率已达14.1%。根据Canalys的数据，公司在中国大陆市场实现了25.9%的5G市场渗透率，高于市场平均，凸显了公司在5G市场的领先地位。</p><p>公司持续在国际IoT市场保持领先地位。根据iResearch的资料，据截至2019年12月31日的数据，按照已连接IoT设备数统计（不包括智能手机及笔记本计算机），小米是全球规模最大的消费级IoT平台。</p><p>截至2020年3月31日，公司的IoT平台已连接的IoT设备数（不包括智能手机和笔记本计算机）达到2.52亿台，同比增长42.6%；拥有五件及以上连接小米IoT平台的设备（不包括智能手机及笔记本计算机）的用户数增加至460万，同比增长67.9%；2020年3月，人工智能助理「小爱同学」的月活跃用户数达到7050万，同比增长54.9%；2020年3月，米家App月活跃用户数达到4000万，同比增长53.4%。</p><p><img src=\"https://static.tigerbbs.com/9687b18117a6c377b987c274c7796aab\" tg-width=\"1014\" tg-height=\"9594\"></p><p><span>谈及疫情影响，小米在财报中表示，第一季度末以来，随着中国大陆疫情的逐渐缓解，主要产品在一季度末销售已回到疫情前水准。目前中国市场供应端复工复产顺利，线下客流逐渐恢复，需求端反弹趋势明显。从我们的数据来看，我们中国大陆的手机销量在2020年3月起已逐渐回到疫情前水平；智能电视出货量也大幅回升。</span></p><p><span>对于海外市场压力更大的第二季度，小米在财报中提及，在疫情影响下，境外的其他市场也采取了不同形式的应对措施，预计会对第二季度的业绩造成影响。不过小米表示，随着印度、欧洲等市场逐步解封，消费者需求反弹明显，“分散的市场布局使我们能够快速地进行跨区域的战略部署及资源配置，以应对疫情影响。”</span></p><p><span>财报发布前，小米股票近期获得多家券商看好，其中瑞信、摩根大通分别将小米股票评级上调至“跑赢大盘”与“持有”，星展银行重申“买入”评级，并将目标价上调至15港元。</span></p><p>瑞信认为，小米集团海外销量复苏超过预期，市场占有率也有持续增加的势头，分别上调小米今明两年智能手机出货量预测7%及10%。</p><p>此外，晨星（Morningstar）成为5月唯一下调小米股票评级的机构，其在5月19日将小米股票评级从“持有”下调至“卖出”，目标价为9.8港元。</p><p>截至发稿，彭博数据显示，小米股票共有33个“买入”评级，7个“持有”评级，2个“卖出”评级，12个月平均目标价为13.17港元。</p><p>今日港股收盘，香港恒生指数跌0.07%，小米股价收报12.8港元，涨幅为1.11%，盘中一度涨至12.92港元，为3月6日以来新高。<img src=\"https://static.tigerbbs.com/9261ed58fb5146c5adb9d7af84d90509\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133906698","content_text":"5月20日港股收盘后，小米集团-W 发布2020年第一季度财报。财报显示，小米集团第一季度营收为497.02亿元，市场预期478.61亿元，去年同期437.57亿元。此外，净利润也超出市场预期，且境外市场收入占比首次达到50%。一季度营收497亿元，同比增长13.6%；一季度经调整净利润23亿元，同比增长10.6%；一季度境外市场收入248亿元，同比增长47.8%，首次达到总收入的一半。一季度智能手机部分收入达到303亿元，同比增长12.3%；智能手机销量达到29.2百万部，同比增长4.7%。3月在中国大陆的5G智能手机销量市占率已达14.1%。一季度，全球智能手机出货量的市场占有率上升至11.1%，排名全球第四。一季度智能电视出货量270万台，同比增长3%，连续五个季度稳居中国大陆电视出货量第一位，全球前五位。MIUI的月活跃用户由 2019年3月的2.6亿人增加26.7%至2020年3月的3.3亿人。小米集团表示，公司在2020年第一季度，持续推进5G+AIoT双引擎战略，成绩斐然。2020年3月，公司在中国大陆的5G智能手机销量市占率已达14.1%。根据Canalys的数据，公司在中国大陆市场实现了25.9%的5G市场渗透率，高于市场平均，凸显了公司在5G市场的领先地位。公司持续在国际IoT市场保持领先地位。根据iResearch的资料，据截至2019年12月31日的数据，按照已连接IoT设备数统计（不包括智能手机及笔记本计算机），小米是全球规模最大的消费级IoT平台。截至2020年3月31日，公司的IoT平台已连接的IoT设备数（不包括智能手机和笔记本计算机）达到2.52亿台，同比增长42.6%；拥有五件及以上连接小米IoT平台的设备（不包括智能手机及笔记本计算机）的用户数增加至460万，同比增长67.9%；2020年3月，人工智能助理「小爱同学」的月活跃用户数达到7050万，同比增长54.9%；2020年3月，米家App月活跃用户数达到4000万，同比增长53.4%。谈及疫情影响，小米在财报中表示，第一季度末以来，随着中国大陆疫情的逐渐缓解，主要产品在一季度末销售已回到疫情前水准。目前中国市场供应端复工复产顺利，线下客流逐渐恢复，需求端反弹趋势明显。从我们的数据来看，我们中国大陆的手机销量在2020年3月起已逐渐回到疫情前水平；智能电视出货量也大幅回升。对于海外市场压力更大的第二季度，小米在财报中提及，在疫情影响下，境外的其他市场也采取了不同形式的应对措施，预计会对第二季度的业绩造成影响。不过小米表示，随着印度、欧洲等市场逐步解封，消费者需求反弹明显，“分散的市场布局使我们能够快速地进行跨区域的战略部署及资源配置，以应对疫情影响。”财报发布前，小米股票近期获得多家券商看好，其中瑞信、摩根大通分别将小米股票评级上调至“跑赢大盘”与“持有”，星展银行重申“买入”评级，并将目标价上调至15港元。瑞信认为，小米集团海外销量复苏超过预期，市场占有率也有持续增加的势头，分别上调小米今明两年智能手机出货量预测7%及10%。此外，晨星（Morningstar）成为5月唯一下调小米股票评级的机构，其在5月19日将小米股票评级从“持有”下调至“卖出”，目标价为9.8港元。截至发稿，彭博数据显示，小米股票共有33个“买入”评级，7个“持有”评级，2个“卖出”评级，12个月平均目标价为13.17港元。今日港股收盘，香港恒生指数跌0.07%，小米股价收报12.8港元，涨幅为1.11%，盘中一度涨至12.92港元，为3月6日以来新高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959525497,"gmtCreate":1589968856819,"gmtModify":1704191293103,"author":{"id":"3492735462013267","authorId":"3492735462013267","name":"冬天的东","avatar":"https://static.tigerbbs.com/7c2d8f9533819dc22ed99ab986c92412","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492735462013267","authorIdStr":"3492735462013267"},"themes":[],"htmlText":"嗯。比小米有钱。可以吧。","listText":"嗯。比小米有钱。可以吧。","text":"嗯。比小米有钱。可以吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959525497","repostId":"1101223699","repostType":4,"repost":{"id":"1101223699","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":1589956916,"share":"https://www.laohu8.com/m/news/1101223699?lang=&edition=full","pubTime":"2020-05-20 14:41","market":"hk","language":"zh","title":"阿里投百亿布局AIoT，重点建立天猫精灵生态","url":"https://stock-news.laohu8.com/highlight/detail?id=1101223699","media":"老虎资讯综合","summary":"$阿里巴巴(BABA)$今日宣布，将投入100亿元围绕天猫精灵全面布局AIoT及内容生态领域。\n\n据悉，今年天猫精灵将全面接入阿里经济体包括文娱、健康、教育、购物等内容和服务能力，并与内容产业深度合作，扩大生态；与阿里云$智能(5RE.SI)$、达摩院进行资源整合，重点投入物联网芯片、物联网操作系统、边缘计算、多模态交互等产品与技术研发。\n\n天猫精灵方面也宣布同时启动“双百计划”：100亿元投入生态建设，年内将与合作伙伴共同推出百款千万级智能产品。","content":"<p><span><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>今日宣布，将投入100亿元围绕天猫精灵全面布局AIoT及内容生态领域。</span></p><p><span>据悉，今年天猫精灵将全面接入阿里经济体包括文娱、健康、教育、购物等内容和服务能力，并与内容产业深度合作，扩大生态；与阿里云<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、达摩院进行资源整合，重点投入物联网芯片、物联网操作系统、边缘计算、多模态交互等产品与技术研发。</span></p><p><span>天猫精灵方面也宣布同时启动“双百计划”：100亿元投入生态建设，年内将与合作伙伴共同推出百款千万级智能产品。</span></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>阿里投百亿布局AIoT，重点建立天猫精灵生态</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; 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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\">2020-05-20 14:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>今日宣布，将投入100亿元围绕天猫精灵全面布局AIoT及内容生态领域。</span></p><p><span>据悉，今年天猫精灵将全面接入阿里经济体包括文娱、健康、教育、购物等内容和服务能力，并与内容产业深度合作，扩大生态；与阿里云<a 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Ltd(SE)$趋势已经坏了，终于开始跌了，幸好跑的快，如果20块拿的，就不用跑了，最多减仓就行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690419178","isVote":1,"tweetType":1,"viewCount":2995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602547573,"gmtCreate":1639048469108,"gmtModify":1639048469108,"author":{"id":"3492735462013267","authorId":"3492735462013267","name":"冬天的东","avatar":"https://static.tigerbbs.com/7c2d8f9533819dc22ed99ab986c92412","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492735462013267","authorIdStr":"3492735462013267"},"themes":[],"htmlText":"既然敢回购。说明业绩没问题。政策已经落地了。后续就是看管理层怎么调整了，大概率没啥大问题。我已经全仓了。","listText":"既然敢回购。说明业绩没问题。政策已经落地了。后续就是看管理层怎么调整了，大概率没啥大问题。我已经全仓了。","text":"既然敢回购。说明业绩没问题。政策已经落地了。后续就是看管理层怎么调整了，大概率没啥大问题。我已经全仓了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602547573","repostId":"1141082394","repostType":2,"repost":{"id":"1141082394","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":1639004600,"share":"https://www.laohu8.com/m/news/1141082394?lang=&edition=full","pubTime":"2021-12-09 07:03","market":"us","language":"zh","title":"飙涨近22%！电子烟龙头豪掷超30亿回购股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1141082394","media":"老虎资讯综合","summary":"电子烟龙头雾芯科技12月8日晚间发布公告称，董事会授权一项股票回购计划，根据该计划，公司可在截至2023年12月31日的一段时间内回购至多5亿美元（折合人民币31.7亿元）的股票。受此消息影响，雾芯科","content":"<p>电子烟龙头雾芯科技12月8日晚间发布公告称，董事会授权一项股票回购计划，根据该计划，公司可在截至2023年12月31日的一段时间内回购至多5亿美元（折合人民币31.7亿元）的股票。受此消息影响，雾芯科技股价高开高走，截至收盘，涨近22%。</p>\n<p><img src=\"https://static.tigerbbs.com/b6c0f85c73e25ac4bd703d277d2b4bad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>雾芯科技表示，公司建议的回购可能会根据市场状况和适用的规则和法规，不时在公开市场上以现行市场价格、私下协商的交易、大宗交易和/或通过其他法律允许的方式进行。公司董事会将定期审查股票回购计划，并可能授权调整其条款和规模。公司希望从现有现金余额中为回购提供资金。</p>\n<p><b>第三季度业绩下滑，营收环比减少34.0%</b></p>\n<p>雾芯科技在12月3日刚刚披露了第三季度财务业绩。公告显示，公司净收入从2021年第二季度的25.414亿元下降到2021年第三季度的16.767亿元，降幅为34.0%。</p>\n<p>对此，雾芯科技解释称，自下半年以来对电子烟行业的负面宣传、2021年3月22日公布的新规则草案尚未在本季度得到正式确认，以及新冠肺炎反复等，都对销售和渠道库存管理产生了不利影响。</p>\n<p>毛利润从2021年第二季度的11.465亿元下降到2021年第三季度的6.56亿元，降幅为42.8%。2021年第三季度毛利率为39.1%，而2021年第二季度为45.1%。公司称，毛利率下降主要原因在于与促销活动有关的直接费用增加，以及库存拨备增加。</p>\n<p>雾芯科技首席财务官陆超表示：“三季度以来，我们的产品组合更加多样化，渠道库存也更健康。我们相信三季度收入的环比减少只是阶段性的，我们于三季度和之后在产品、人才、研发和合规方面的投入，都将让我司在新的监管形势下更具优势地位，这些投入会很快为我们带来更持续稳定的增长。”</p>\n<p><b>电子烟第一品牌，市值蒸发超400亿美元</b></p>\n<p>据了解，雾芯科技成立于2018年1月，由前Uber中国区负责人汪莹一手创办，目前是我国电子雾化烟第一消费品牌。公司主要从事RELX悦刻品牌封闭式电子雾化烟的研发、设计和销售，主要产品包括烟杆和烟弹。按零售额计，在2019年和截至2020年前三季度分别占封闭系统电子雾化产品市场份额的48.0%和62.6%。</p>\n<p>2021年1月，成立刚刚三年的雾芯科技登陆纽交所，并在上市当天受到投资者追捧，市值突破400亿美元。然而公司股价在上市第二天达到历史最高价35美元后便一路震荡下行，并在12月6日触及3.3美元的历史低价。在将近一年的时间里，雾芯科技股价跌幅近9成，市值从巅峰时期超过470亿美元，跌到现在只剩下64亿美元，市值蒸发了约406亿美元。</p>\n<p><b>电子烟监管政策密集出台，行业望进入良性发展阶段</b></p>\n<p>近几年，全球电子烟市场快速发展。根据弗若斯特沙利文统计及预测，2020年全球新型烟草市场规模约395亿美元，未来5年全球电子烟将以30%的复合增长率高速渗透，2024年可突破千亿美元。</p>\n<p>2013-2018年间，我国电子烟市场处于混沌阶段，2018年起，由于底层技术的逐步成熟，</p>\n<p>以悦客为代表的中国电子烟品牌快速崛起，但市场规模仍相对较小。据艾媒咨询数据统计，</p>\n<p>2020年国内电子烟市场约84亿元。</p>\n<p>在行业快速发展的同时，监管层面也陆续出台了相关政策措施，不断规范电子烟行业的发展和完善。</p>\n<p>今年11月26日，为加强电子烟等新型烟草制品监管，国务院决定对《中华人民共和国烟草专卖法实施条例》作出修改，增加一条作为第六十五条：“电子烟等新型烟草制品参照本条例卷烟的有关规定执行”。</p>\n<p>11月30日，国家烟草专卖局发布了关于征求《电子烟》国家标准（征求意见稿）意见的通知，征求意见稿对电子烟烟具、雾化物、释放物、产品标志等方面制定了强制性规范。</p>\n<p>12月2日，国家烟草专卖局公布了《电子烟管理办法（征求意见稿）》，提出从事电子烟生产、批发和零售业务的市场主体须相应取得烟草专卖行政主管部门核发的许可证；电子烟产品应当符合电子烟国家标准以及包装标识和警语的相关规定，并依法使用注册商标。电子烟税收征缴按照国家税收法律法规执行。</p>\n<p>对此，机构普遍认为，电子烟监管政策密集出台，行业有望进入良性有序发展阶段。</p>\n<p>银河证券表示，我国电子烟市场仍处于发展初期，市场规模仍相对较小。《电子烟管理办法（征求意见稿）》明确了电子烟定义和监管对象，加强了电子烟管理，建立了电子烟产品质量安全保证体系和电子烟产品追溯制度。一系列监管措施的出台，将进一步强化我国电子烟行业的监管力度，预计我国电子烟行业将迎来规范化、良性发展时期。</p>\n<p>首创证券指出，随着后续对电子烟生产及销售全环节进行审核批准，以及后续电子烟国标的出台，我国电子烟行业有望加速洗牌，产品质量及安全性不过关的中小电子烟厂商或因无法取得相应牌照而大面积出清，龙头厂商则在产品安全性、产品质量控制、研发能力等方面优势领先，合规成本较中小厂商更低，有望借此机会加速抢占市场份额，行业集中度有望持续提升。</p>\n<p><a href=\"https://laohu8.com/S/000728\">国元证券</a>称，新型烟草合法化已得到承认，电子烟国标也在紧锣密鼓的推进之中，征税方案的发布也将愈来愈近。展望后续，待国标细则逐步落地后，应积极关注生产、销售环节的经营牌照发放政策落地节奏。电子烟主体已得到明确，生产、销售各环节在规范及出清后，行业有望进入良性有序发展阶段。</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>飙涨近22%！电子烟龙头豪掷超30亿回购股票</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n飙涨近22%！电子烟龙头豪掷超30亿回购股票\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\">2021-12-09 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>电子烟龙头雾芯科技12月8日晚间发布公告称，董事会授权一项股票回购计划，根据该计划，公司可在截至2023年12月31日的一段时间内回购至多5亿美元（折合人民币31.7亿元）的股票。受此消息影响，雾芯科技股价高开高走，截至收盘，涨近22%。</p>\n<p><img src=\"https://static.tigerbbs.com/b6c0f85c73e25ac4bd703d277d2b4bad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>雾芯科技表示，公司建议的回购可能会根据市场状况和适用的规则和法规，不时在公开市场上以现行市场价格、私下协商的交易、大宗交易和/或通过其他法律允许的方式进行。公司董事会将定期审查股票回购计划，并可能授权调整其条款和规模。公司希望从现有现金余额中为回购提供资金。</p>\n<p><b>第三季度业绩下滑，营收环比减少34.0%</b></p>\n<p>雾芯科技在12月3日刚刚披露了第三季度财务业绩。公告显示，公司净收入从2021年第二季度的25.414亿元下降到2021年第三季度的16.767亿元，降幅为34.0%。</p>\n<p>对此，雾芯科技解释称，自下半年以来对电子烟行业的负面宣传、2021年3月22日公布的新规则草案尚未在本季度得到正式确认，以及新冠肺炎反复等，都对销售和渠道库存管理产生了不利影响。</p>\n<p>毛利润从2021年第二季度的11.465亿元下降到2021年第三季度的6.56亿元，降幅为42.8%。2021年第三季度毛利率为39.1%，而2021年第二季度为45.1%。公司称，毛利率下降主要原因在于与促销活动有关的直接费用增加，以及库存拨备增加。</p>\n<p>雾芯科技首席财务官陆超表示：“三季度以来，我们的产品组合更加多样化，渠道库存也更健康。我们相信三季度收入的环比减少只是阶段性的，我们于三季度和之后在产品、人才、研发和合规方面的投入，都将让我司在新的监管形势下更具优势地位，这些投入会很快为我们带来更持续稳定的增长。”</p>\n<p><b>电子烟第一品牌，市值蒸发超400亿美元</b></p>\n<p>据了解，雾芯科技成立于2018年1月，由前Uber中国区负责人汪莹一手创办，目前是我国电子雾化烟第一消费品牌。公司主要从事RELX悦刻品牌封闭式电子雾化烟的研发、设计和销售，主要产品包括烟杆和烟弹。按零售额计，在2019年和截至2020年前三季度分别占封闭系统电子雾化产品市场份额的48.0%和62.6%。</p>\n<p>2021年1月，成立刚刚三年的雾芯科技登陆纽交所，并在上市当天受到投资者追捧，市值突破400亿美元。然而公司股价在上市第二天达到历史最高价35美元后便一路震荡下行，并在12月6日触及3.3美元的历史低价。在将近一年的时间里，雾芯科技股价跌幅近9成，市值从巅峰时期超过470亿美元，跌到现在只剩下64亿美元，市值蒸发了约406亿美元。</p>\n<p><b>电子烟监管政策密集出台，行业望进入良性发展阶段</b></p>\n<p>近几年，全球电子烟市场快速发展。根据弗若斯特沙利文统计及预测，2020年全球新型烟草市场规模约395亿美元，未来5年全球电子烟将以30%的复合增长率高速渗透，2024年可突破千亿美元。</p>\n<p>2013-2018年间，我国电子烟市场处于混沌阶段，2018年起，由于底层技术的逐步成熟，</p>\n<p>以悦客为代表的中国电子烟品牌快速崛起，但市场规模仍相对较小。据艾媒咨询数据统计，</p>\n<p>2020年国内电子烟市场约84亿元。</p>\n<p>在行业快速发展的同时，监管层面也陆续出台了相关政策措施，不断规范电子烟行业的发展和完善。</p>\n<p>今年11月26日，为加强电子烟等新型烟草制品监管，国务院决定对《中华人民共和国烟草专卖法实施条例》作出修改，增加一条作为第六十五条：“电子烟等新型烟草制品参照本条例卷烟的有关规定执行”。</p>\n<p>11月30日，国家烟草专卖局发布了关于征求《电子烟》国家标准（征求意见稿）意见的通知，征求意见稿对电子烟烟具、雾化物、释放物、产品标志等方面制定了强制性规范。</p>\n<p>12月2日，国家烟草专卖局公布了《电子烟管理办法（征求意见稿）》，提出从事电子烟生产、批发和零售业务的市场主体须相应取得烟草专卖行政主管部门核发的许可证；电子烟产品应当符合电子烟国家标准以及包装标识和警语的相关规定，并依法使用注册商标。电子烟税收征缴按照国家税收法律法规执行。</p>\n<p>对此，机构普遍认为，电子烟监管政策密集出台，行业有望进入良性有序发展阶段。</p>\n<p>银河证券表示，我国电子烟市场仍处于发展初期，市场规模仍相对较小。《电子烟管理办法（征求意见稿）》明确了电子烟定义和监管对象，加强了电子烟管理，建立了电子烟产品质量安全保证体系和电子烟产品追溯制度。一系列监管措施的出台，将进一步强化我国电子烟行业的监管力度，预计我国电子烟行业将迎来规范化、良性发展时期。</p>\n<p>首创证券指出，随着后续对电子烟生产及销售全环节进行审核批准，以及后续电子烟国标的出台，我国电子烟行业有望加速洗牌，产品质量及安全性不过关的中小电子烟厂商或因无法取得相应牌照而大面积出清，龙头厂商则在产品安全性、产品质量控制、研发能力等方面优势领先，合规成本较中小厂商更低，有望借此机会加速抢占市场份额，行业集中度有望持续提升。</p>\n<p><a href=\"https://laohu8.com/S/000728\">国元证券</a>称，新型烟草合法化已得到承认，电子烟国标也在紧锣密鼓的推进之中，征税方案的发布也将愈来愈近。展望后续，待国标细则逐步落地后，应积极关注生产、销售环节的经营牌照发放政策落地节奏。电子烟主体已得到明确，生产、销售各环节在规范及出清后，行业有望进入良性有序发展阶段。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2edf9f40433de9411118b65473b80b0c","relate_stocks":{"RLX":"雾芯科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141082394","content_text":"电子烟龙头雾芯科技12月8日晚间发布公告称，董事会授权一项股票回购计划，根据该计划，公司可在截至2023年12月31日的一段时间内回购至多5亿美元（折合人民币31.7亿元）的股票。受此消息影响，雾芯科技股价高开高走，截至收盘，涨近22%。\n\n雾芯科技表示，公司建议的回购可能会根据市场状况和适用的规则和法规，不时在公开市场上以现行市场价格、私下协商的交易、大宗交易和/或通过其他法律允许的方式进行。公司董事会将定期审查股票回购计划，并可能授权调整其条款和规模。公司希望从现有现金余额中为回购提供资金。\n第三季度业绩下滑，营收环比减少34.0%\n雾芯科技在12月3日刚刚披露了第三季度财务业绩。公告显示，公司净收入从2021年第二季度的25.414亿元下降到2021年第三季度的16.767亿元，降幅为34.0%。\n对此，雾芯科技解释称，自下半年以来对电子烟行业的负面宣传、2021年3月22日公布的新规则草案尚未在本季度得到正式确认，以及新冠肺炎反复等，都对销售和渠道库存管理产生了不利影响。\n毛利润从2021年第二季度的11.465亿元下降到2021年第三季度的6.56亿元，降幅为42.8%。2021年第三季度毛利率为39.1%，而2021年第二季度为45.1%。公司称，毛利率下降主要原因在于与促销活动有关的直接费用增加，以及库存拨备增加。\n雾芯科技首席财务官陆超表示：“三季度以来，我们的产品组合更加多样化，渠道库存也更健康。我们相信三季度收入的环比减少只是阶段性的，我们于三季度和之后在产品、人才、研发和合规方面的投入，都将让我司在新的监管形势下更具优势地位，这些投入会很快为我们带来更持续稳定的增长。”\n电子烟第一品牌，市值蒸发超400亿美元\n据了解，雾芯科技成立于2018年1月，由前Uber中国区负责人汪莹一手创办，目前是我国电子雾化烟第一消费品牌。公司主要从事RELX悦刻品牌封闭式电子雾化烟的研发、设计和销售，主要产品包括烟杆和烟弹。按零售额计，在2019年和截至2020年前三季度分别占封闭系统电子雾化产品市场份额的48.0%和62.6%。\n2021年1月，成立刚刚三年的雾芯科技登陆纽交所，并在上市当天受到投资者追捧，市值突破400亿美元。然而公司股价在上市第二天达到历史最高价35美元后便一路震荡下行，并在12月6日触及3.3美元的历史低价。在将近一年的时间里，雾芯科技股价跌幅近9成，市值从巅峰时期超过470亿美元，跌到现在只剩下64亿美元，市值蒸发了约406亿美元。\n电子烟监管政策密集出台，行业望进入良性发展阶段\n近几年，全球电子烟市场快速发展。根据弗若斯特沙利文统计及预测，2020年全球新型烟草市场规模约395亿美元，未来5年全球电子烟将以30%的复合增长率高速渗透，2024年可突破千亿美元。\n2013-2018年间，我国电子烟市场处于混沌阶段，2018年起，由于底层技术的逐步成熟，\n以悦客为代表的中国电子烟品牌快速崛起，但市场规模仍相对较小。据艾媒咨询数据统计，\n2020年国内电子烟市场约84亿元。\n在行业快速发展的同时，监管层面也陆续出台了相关政策措施，不断规范电子烟行业的发展和完善。\n今年11月26日，为加强电子烟等新型烟草制品监管，国务院决定对《中华人民共和国烟草专卖法实施条例》作出修改，增加一条作为第六十五条：“电子烟等新型烟草制品参照本条例卷烟的有关规定执行”。\n11月30日，国家烟草专卖局发布了关于征求《电子烟》国家标准（征求意见稿）意见的通知，征求意见稿对电子烟烟具、雾化物、释放物、产品标志等方面制定了强制性规范。\n12月2日，国家烟草专卖局公布了《电子烟管理办法（征求意见稿）》，提出从事电子烟生产、批发和零售业务的市场主体须相应取得烟草专卖行政主管部门核发的许可证；电子烟产品应当符合电子烟国家标准以及包装标识和警语的相关规定，并依法使用注册商标。电子烟税收征缴按照国家税收法律法规执行。\n对此，机构普遍认为，电子烟监管政策密集出台，行业有望进入良性有序发展阶段。\n银河证券表示，我国电子烟市场仍处于发展初期，市场规模仍相对较小。《电子烟管理办法（征求意见稿）》明确了电子烟定义和监管对象，加强了电子烟管理，建立了电子烟产品质量安全保证体系和电子烟产品追溯制度。一系列监管措施的出台，将进一步强化我国电子烟行业的监管力度，预计我国电子烟行业将迎来规范化、良性发展时期。\n首创证券指出，随着后续对电子烟生产及销售全环节进行审核批准，以及后续电子烟国标的出台，我国电子烟行业有望加速洗牌，产品质量及安全性不过关的中小电子烟厂商或因无法取得相应牌照而大面积出清，龙头厂商则在产品安全性、产品质量控制、研发能力等方面优势领先，合规成本较中小厂商更低，有望借此机会加速抢占市场份额，行业集中度有望持续提升。\n国元证券称，新型烟草合法化已得到承认，电子烟国标也在紧锣密鼓的推进之中，征税方案的发布也将愈来愈近。展望后续，待国标细则逐步落地后，应积极关注生产、销售环节的经营牌照发放政策落地节奏。电子烟主体已得到明确，生产、销售各环节在规范及出清后，行业有望进入良性有序发展阶段。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305795337,"gmtCreate":1605055220929,"gmtModify":1703835983561,"author":{"id":"3492735462013267","authorId":"3492735462013267","name":"冬天的东","avatar":"https://static.tigerbbs.com/7c2d8f9533819dc22ed99ab986c92412","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492735462013267","authorIdStr":"3492735462013267"},"themes":[],"htmlText":"<a 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