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港股新人
11-22 17:20
$七牛智能(02567)$
港股垃圾一堆大家别信这种市场
港股新人
11-18
$赛力斯(601127)$
死不了的买就行了跟主力抢筹吗,理想目标2000亿
港股新人
11-18
垃圾港股一堆笑死了
【IPO月报】10月港股IPO市场热度未减 卡罗特超购1346倍、华润饮料或成年度“冻资王”
港股新人
10-25
垃圾股港股也收丢人现眼
背靠阿里系的独角兽,上市首日腰斩
港股新人
10-15
$七牛智能(02567)$
什么垃圾啊新股这么差港股?
港股新人
10-07
$信义光能(00968)$
这个股咋样啊目标多少牛市,追涨了会不会挂机
港股新人
10-07
最近买啥港股好推荐下
港股新人
10-07
$神州控股(00861)$
他的目标多少合理
港股新人
10-07
$神州控股(00861)$
他跟神州数码什么关系
港股新人
02-23
$美图公司(01357)$
为啥不涨?炒作ai垃圾啊
港股新人
2021-12-04
$滴滴(DIDI)$
我都说了,谁买叛国股票不会有好下场的,大概率是亏麻
港股新人
2021-07-29
赔偿?你真实狗腿子
抱歉,原内容已删除
港股新人
2021-07-27
$滴滴(DIDI)$
继续跌,风口浪尖你没有理由涨国家不会让你新上架
港股新人
2021-07-27
$滴滴(DIDI)$
不会涨,到时候让抄底的裤衩都没了,卖国贼没好下场
港股新人
2021-07-24
$滴滴(DIDI)$
还在买滴滴就是跟国运做对,一个这么丑陋的公司还指望他好。做空就对了
港股新人
2021-07-24
$滴滴(DIDI)$
真棒,卖国贼的企业退市
港股新人
2021-07-13
呵呵,去美股你就是封杀
消息称货拉拉将上市地更改至香港
港股新人
2021-06-25
$彩虹新能源(00438)$
港股人死了?怎么买卖不动的一天
港股新人
2021-06-25
$阳光能源(00757)$
**不动的
港股新人
2021-06-24
$满帮(YMM)$
你们中了多少股
去老虎APP查看更多动态
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死不了的买就行了跟主力抢筹吗,理想目标2000亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372339098546384","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372208019595672,"gmtCreate":1731910764611,"gmtModify":1731913930323,"author":{"id":"3497821784888540","authorId":"3497821784888540","name":"港股新人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497821784888540","authorIdStr":"3497821784888540"},"themes":[],"htmlText":"垃圾港股一堆笑死了","listText":"垃圾港股一堆笑死了","text":"垃圾港股一堆笑死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372208019595672","repostId":"2480905346","repostType":2,"repost":{"id":"2480905346","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1730688108,"share":"https://www.laohu8.com/m/news/2480905346?lang=&edition=full","pubTime":"2024-11-04 10:41","market":"other","language":"zh","title":"【IPO月报】10月港股IPO市场热度未减 卡罗特超购1346倍、华润饮料或成年度“冻资王”","url":"https://stock-news.laohu8.com/highlight/detail?id=2480905346","media":"金吾财讯","summary":"来源:港交所 整理:金吾财讯来源:港交所 整理:金吾财讯华润饮料或成年度“冻资王”顺带一提,10月以来接连两只新股挑战本年度“冻资王”称号。10月2日上市的卡罗特“冻资”1010.5亿港元,当时市场一度认为其将成为年度之最,但它在这个位置上仅坐了约20天。10月23日挂牌的包装水怡宝母公司华润饮料便以1323.9亿港元的冻结资金,夺得了本年度“冻资王”称号。不过,华润饮料目前收入仍以“怡宝”支撑。","content":"<html><body><p>9月份<a href=\"https://laohu8.com/S/000333\">美的集团</a>(00300)募资357亿元,成为港股自2021年2月以来最大、2024年前三季度亚洲最大及2024年全球第二大规模的新股集资。</p><p>港交所集团行政总裁陈翊庭表示:“最近,<a href=\"https://laohu8.com/S/00388\">香港交易所</a>迎来今年亚洲最大及全球第二大规模的新股上市,再融资活动也十分活跃,显示了我们市场的深度和吸引力,新股上市申请数目也进一步巩固了香港作为亚洲首选新股集资中心的地位。此外,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>转为双重主要上市并随后获纳入港股通,这也反映了双重主要上市结构如何帮助企业有效接触中国内地的资金池,从而提升流动性。”</p><p>同时,随着刺激政策的加码,市场活跃度高涨,港股IPO的热度也开始回升。进入10月份,共有8家企业成功登陆港交所主板,涵盖医疗科技、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备、食品饮料等多个领域。特别是<a href=\"https://laohu8.com/S/02460\">华润饮料</a>和<a href=\"https://laohu8.com/S/02549\">卡罗特</a>两家公司,因各自冻结资金超过千亿元而引起市场广泛关注,也凸显了港股IPO市场持续回暖的迹象。</p><p><b>10月募资王——地平线<a href=\"https://laohu8.com/S/300024\">机器人</a></b><b></b></p><p>近年国家大力支持智驾的发展,加之AI的推波助澜,汽车行业已经进入了智驾的大浪潮时代。</p><p>地平线机器人作为智驾科技龙头企业,其上市引起了广泛关注。背靠<a href=\"https://laohu8.com/S/BIDU\">百度</a>、阿里的它以约4亿元的优势,夺得10月募资王称号。</p><p><a href=\"https://laohu8.com/S/600109\">国金证券</a>近日研报表示,地平线机器人业务与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、Mobileye、<a href=\"https://laohu8.com/S/000716\">黑芝麻</a>等企业类似,涉及芯片设计或自动驾驶解决方案,公司作为行业龙头,同时智驾芯片市场快速爆发及国产替代趋势明显,给予2025 年11 倍PS,目标价4.7 港元,首次覆盖,“增持”评级。</p><p>财务方面,公司2021年-2023年收入分别为4.67亿元、9.06亿元和15.52亿元,复合年增长率高达82.3%,至于2024年上半年收入达9.35亿元,同比增长1.52倍,超过2022年全年收入。整体上,公司处于高速扩张阶段。</p><p>不过,不同于收入端的亮眼表现,公司在利润端仍面临较大挑战,2021年-2023年净亏损为20.64亿元、87.20亿元、67.39亿元。2024年上半年亏损达到50.98亿元,同比亏损扩大1.7倍。</p><p>另一方面,地平线也面临客户集中度高的风险,从招股书显示,2021年-2023年,公司五大客户每年产生的收入总额2.83亿元、4.82亿元、10.67亿元,占公司收入60.7%、53.2%、68.8%。2024年上半年该比例更是高达77.9%。</p><p>加之近期美国宣布禁止对华半导体、AI、量子领域投资,地平线机器人的前景仍需进一步观察。</p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/46ac2bb8b5ad47038b840db9ae65860d\"/><p>来源:港交所 整理:金吾财讯</p><p><b>10月超购王——卡罗特</b><b></b></p><p>卡罗特作为继<a href=\"https://laohu8.com/S/00300\">美的集团</a>后,10月的首只新股,市场对其期待程度空前高涨。1347.27倍的认购倍数,令其成为今年继<a href=\"https://laohu8.com/S/08529\">优博控股</a>、<a href=\"https://laohu8.com/S/08637\">元续科技</a>后第三只超购超1000倍的新股,也是今年主板上市认购之最。</p><p>据悉,卡罗特成立于2007年,在做品牌之前,主要为国际市场提供OEM服务,2013年,卡罗特第一次转型做ODM,业务从贴牌代工转为为国际品牌设计、开发新产品,甚至还有定制业务。2022年初,卡罗特剥离生产业务,转向完全外包及轻资产模式。自此,卡罗特从一家处于产业链底端的传统生产工厂,升级为一家产业链顶端、整合行业资源的品牌商。</p><p>招股书显示,根据灼识咨询的报告,按2023年零售额计算,卡罗特在各主要市场的线上炊具行业中排名前五,在中国排名第四,在美国排名第二,在西欧排名第三,在东南亚排名第二,在日本排名第三。</p><p>从该排名能看到,公司海外市场份额较高。因此也将高度依赖<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>等渠道。值得注意的是,2021-2023年,公司线上渠道销售收入占品牌业务总收入的比例分别为98.1%、98.6%及超过99.9%。</p><p>线上渠道需要向电商平台支付高额的佣金,一定程度侵蚀了利润空间。此外,过度依赖线上渠道会使品牌丧失战略主动权,有着不小隐藏的风险。如亚马逊经常爆出封号事件,2018年“214封号”、到2019年“525封号”、再到2020年“开年封号”,还有2021年封号潮等。</p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/6b5e139672b04ddbae6fefe24a2506ef\"/><p>来源:港交所 整理:金吾财讯</p><p><b>10月最难中签——<a href=\"https://laohu8.com/S/02576\">太美医疗科技</a></b><b></b></p><p>从配售结果显示,稳中一手卡罗特需要认购80手,不过一手中签率有15%。太美医疗科技一手中签率则低于2.69%,成为10月最难中签票。</p><p>据悉,太美医疗科技是腾讯、经纬创投等众多明星机构投资的一家生命科学领域数字化解决方案供应商,设计及提供行业特定的软件及数字化服务,以加速创新药物及医疗器械等医学科学产品的研究及开发及营销。</p><p>太美医疗的上市之路并不顺利。公司曾于2021年12月向科创板递交招股书,但2023年3月IPO未能过会,上市审核委员会当时审议认为,报告期内,太美科技主要依靠核心技术开展生产经营,未充分披露有利于投资者作出价值判断和投资决策的重要信息,不符合《首次公开发行股票注册管理办法》第三条和第三十四条的相关规定。随后公司选择转战港股。</p><p>从财务上看,2021、2022、2023年及2024年前3个月,公司收入分别约为人民币4.66亿元、5.49亿元、5.73亿元及1.32亿元。同时,公司常年亏损,同期对应净亏损4.8亿元、4.23亿元、3.56亿元及1.2亿元。</p><p>招股书中提到,亏损主要来源于公司各业务发展迅速,由此带来的人员扩张导致的工资薪酬和股份支付金额大幅增长,叠加业务发展相关的各类费用增加,营业收入无法覆盖主营业务成本和期间费用的增加,最终导致公司报告期内净利润亏损较大。</p><p>股东背景方面,在IPO之前,太美医疗科技经历了8轮融资,累计金额超30亿元,投资方包括云锋基金、软银、高瓴等,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>通过林芝腾讯、苏州湃益间接持有太美科技12.06%的股份,为公司第二大股东。</p><p>总的来说,股东阵容豪华显示了其在数字化医疗领域的地位和发展潜力,但在成本控制、提高盈利能力方面可见度仍较低。从公司目前的业务发展情况来看,仍任重道远。</p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/f0d832578f6742699ce5130121e51106\"/><p>来源:港交所 整理:金吾财讯</p><p><b>10月挂牌首日表现最佳——卡罗特</b><b></b></p><p>针对卡罗特的市场情绪延续至其挂牌首日。10月2日当天,其首日挂牌开报9.5港元,较招股价高出64.36%,最终收报9.15港元,仍较招股价高58.3%。全日最高见10.88港元,若高位离场,不计手续费,每手500股,一手账面盈利最高达到2550港元。</p><p>“有人欢喜有人愁”,阿里巴巴支持的<a href=\"https://laohu8.com/S/02567\">七牛智能</a>首日挂牌即破发,当日开报1.6港元,较招股价低41.82%,收盘报1.19港元,较招股价低56.73%。</p><p>同为软件服务行业的太美医疗科技亦表现糟糕。首挂当天收报9.2港元,较招股价低29.23%。纵观近期行业表现,七牛智能与太美医疗科技的表现都属于垫底。</p><p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/973a236266a6474b924553aee86a67e8\"/></p><p>来源:港交所 整理:金吾财讯</p><div><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/a93a4ed8cf10457498101893f9d4e863\"/><br/></div><p>来源:港交所 整理:金吾财讯</p><p><b>华润饮料或成年度</b><b>“冻资王”</b><b></b></p><p>顺带一提,10月以来接连两只新股挑战本年度“冻资王”称号。</p><p>10月2日上市的卡罗特“冻资”1010.5亿港元,当时市场一度认为其将成为年度之最,但它在这个位置上仅坐了约20天。10月23日挂牌的包装水怡宝母公司华润饮料便以1323.9亿港元的冻结资金,夺得了本年度“冻资王”称号。</p><p>华润饮料旗下拥有“怡宝”、“至本清润”、“蜜水系列”等13个品牌,56个SKU。不过,华润饮料目前收入仍以“怡宝”支撑。2021年至2023年及2024年前四个月,包装饮用水产品收入分别为108.18亿元、119.06亿元、124.47亿元和37.21亿元,占比分别为95.4%、94.3%、92.1%和89.7%。</p><p>极度依赖单一单品有很大弊端,因此近年来公司也不断开拓多元化战略布局,可以看到,饮料产品与收入占比由2021年的4.6%提高至2023年的7.9%。2024年上半年,该占比突破10%。</p><p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/134d49a9c3d2409288112a74b807d471\"/></p><p>来源:华润饮料招股书</p><p>银河证券表示,复盘<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>、<a href=\"https://laohu8.com/S/600887\">伊利股份</a>等饮料乳品巨头,该行发现从单一大单品驱动跃变为平台型公司的这一阶段有望实现突出的业绩表现。该行认为华润饮料当前正处于这一关键时期,值得高度关注。</p><p>近年来包装水“战场”极为激烈,若要从与农夫山泉、百岁山、娃哈哈、康师傅的混战中突围,便十分依赖上市融资。此次所募资金,超70%的资金用于扩张以及强化品牌,其上市的必要性,也就显现了。</p><p><b>10月递表一览</b><b></b></p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/dbe2318a53064e42a660b526c55d8551\"/><p>来源:港交所 整理:金吾财讯</p></body></html>","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>【IPO月报】10月港股IPO市场热度未减 卡罗特超购1346倍、华润饮料或成年度“冻资王”</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{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\n【IPO月报】10月港股IPO市场热度未减 卡罗特超购1346倍、华润饮料或成年度“冻资王”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2024-11-04 10:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>9月份<a href=\"https://laohu8.com/S/000333\">美的集团</a>(00300)募资357亿元,成为港股自2021年2月以来最大、2024年前三季度亚洲最大及2024年全球第二大规模的新股集资。</p><p>港交所集团行政总裁陈翊庭表示:“最近,<a href=\"https://laohu8.com/S/00388\">香港交易所</a>迎来今年亚洲最大及全球第二大规模的新股上市,再融资活动也十分活跃,显示了我们市场的深度和吸引力,新股上市申请数目也进一步巩固了香港作为亚洲首选新股集资中心的地位。此外,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>转为双重主要上市并随后获纳入港股通,这也反映了双重主要上市结构如何帮助企业有效接触中国内地的资金池,从而提升流动性。”</p><p>同时,随着刺激政策的加码,市场活跃度高涨,港股IPO的热度也开始回升。进入10月份,共有8家企业成功登陆港交所主板,涵盖医疗科技、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备、食品饮料等多个领域。特别是<a href=\"https://laohu8.com/S/02460\">华润饮料</a>和<a href=\"https://laohu8.com/S/02549\">卡罗特</a>两家公司,因各自冻结资金超过千亿元而引起市场广泛关注,也凸显了港股IPO市场持续回暖的迹象。</p><p><b>10月募资王——地平线<a href=\"https://laohu8.com/S/300024\">机器人</a></b><b></b></p><p>近年国家大力支持智驾的发展,加之AI的推波助澜,汽车行业已经进入了智驾的大浪潮时代。</p><p>地平线机器人作为智驾科技龙头企业,其上市引起了广泛关注。背靠<a href=\"https://laohu8.com/S/BIDU\">百度</a>、阿里的它以约4亿元的优势,夺得10月募资王称号。</p><p><a href=\"https://laohu8.com/S/600109\">国金证券</a>近日研报表示,地平线机器人业务与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、Mobileye、<a href=\"https://laohu8.com/S/000716\">黑芝麻</a>等企业类似,涉及芯片设计或自动驾驶解决方案,公司作为行业龙头,同时智驾芯片市场快速爆发及国产替代趋势明显,给予2025 年11 倍PS,目标价4.7 港元,首次覆盖,“增持”评级。</p><p>财务方面,公司2021年-2023年收入分别为4.67亿元、9.06亿元和15.52亿元,复合年增长率高达82.3%,至于2024年上半年收入达9.35亿元,同比增长1.52倍,超过2022年全年收入。整体上,公司处于高速扩张阶段。</p><p>不过,不同于收入端的亮眼表现,公司在利润端仍面临较大挑战,2021年-2023年净亏损为20.64亿元、87.20亿元、67.39亿元。2024年上半年亏损达到50.98亿元,同比亏损扩大1.7倍。</p><p>另一方面,地平线也面临客户集中度高的风险,从招股书显示,2021年-2023年,公司五大客户每年产生的收入总额2.83亿元、4.82亿元、10.67亿元,占公司收入60.7%、53.2%、68.8%。2024年上半年该比例更是高达77.9%。</p><p>加之近期美国宣布禁止对华半导体、AI、量子领域投资,地平线机器人的前景仍需进一步观察。</p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/46ac2bb8b5ad47038b840db9ae65860d\"/><p>来源:港交所 整理:金吾财讯</p><p><b>10月超购王——卡罗特</b><b></b></p><p>卡罗特作为继<a href=\"https://laohu8.com/S/00300\">美的集团</a>后,10月的首只新股,市场对其期待程度空前高涨。1347.27倍的认购倍数,令其成为今年继<a href=\"https://laohu8.com/S/08529\">优博控股</a>、<a href=\"https://laohu8.com/S/08637\">元续科技</a>后第三只超购超1000倍的新股,也是今年主板上市认购之最。</p><p>据悉,卡罗特成立于2007年,在做品牌之前,主要为国际市场提供OEM服务,2013年,卡罗特第一次转型做ODM,业务从贴牌代工转为为国际品牌设计、开发新产品,甚至还有定制业务。2022年初,卡罗特剥离生产业务,转向完全外包及轻资产模式。自此,卡罗特从一家处于产业链底端的传统生产工厂,升级为一家产业链顶端、整合行业资源的品牌商。</p><p>招股书显示,根据灼识咨询的报告,按2023年零售额计算,卡罗特在各主要市场的线上炊具行业中排名前五,在中国排名第四,在美国排名第二,在西欧排名第三,在东南亚排名第二,在日本排名第三。</p><p>从该排名能看到,公司海外市场份额较高。因此也将高度依赖<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>等渠道。值得注意的是,2021-2023年,公司线上渠道销售收入占品牌业务总收入的比例分别为98.1%、98.6%及超过99.9%。</p><p>线上渠道需要向电商平台支付高额的佣金,一定程度侵蚀了利润空间。此外,过度依赖线上渠道会使品牌丧失战略主动权,有着不小隐藏的风险。如亚马逊经常爆出封号事件,2018年“214封号”、到2019年“525封号”、再到2020年“开年封号”,还有2021年封号潮等。</p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/6b5e139672b04ddbae6fefe24a2506ef\"/><p>来源:港交所 整理:金吾财讯</p><p><b>10月最难中签——<a href=\"https://laohu8.com/S/02576\">太美医疗科技</a></b><b></b></p><p>从配售结果显示,稳中一手卡罗特需要认购80手,不过一手中签率有15%。太美医疗科技一手中签率则低于2.69%,成为10月最难中签票。</p><p>据悉,太美医疗科技是腾讯、经纬创投等众多明星机构投资的一家生命科学领域数字化解决方案供应商,设计及提供行业特定的软件及数字化服务,以加速创新药物及医疗器械等医学科学产品的研究及开发及营销。</p><p>太美医疗的上市之路并不顺利。公司曾于2021年12月向科创板递交招股书,但2023年3月IPO未能过会,上市审核委员会当时审议认为,报告期内,太美科技主要依靠核心技术开展生产经营,未充分披露有利于投资者作出价值判断和投资决策的重要信息,不符合《首次公开发行股票注册管理办法》第三条和第三十四条的相关规定。随后公司选择转战港股。</p><p>从财务上看,2021、2022、2023年及2024年前3个月,公司收入分别约为人民币4.66亿元、5.49亿元、5.73亿元及1.32亿元。同时,公司常年亏损,同期对应净亏损4.8亿元、4.23亿元、3.56亿元及1.2亿元。</p><p>招股书中提到,亏损主要来源于公司各业务发展迅速,由此带来的人员扩张导致的工资薪酬和股份支付金额大幅增长,叠加业务发展相关的各类费用增加,营业收入无法覆盖主营业务成本和期间费用的增加,最终导致公司报告期内净利润亏损较大。</p><p>股东背景方面,在IPO之前,太美医疗科技经历了8轮融资,累计金额超30亿元,投资方包括云锋基金、软银、高瓴等,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>通过林芝腾讯、苏州湃益间接持有太美科技12.06%的股份,为公司第二大股东。</p><p>总的来说,股东阵容豪华显示了其在数字化医疗领域的地位和发展潜力,但在成本控制、提高盈利能力方面可见度仍较低。从公司目前的业务发展情况来看,仍任重道远。</p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/f0d832578f6742699ce5130121e51106\"/><p>来源:港交所 整理:金吾财讯</p><p><b>10月挂牌首日表现最佳——卡罗特</b><b></b></p><p>针对卡罗特的市场情绪延续至其挂牌首日。10月2日当天,其首日挂牌开报9.5港元,较招股价高出64.36%,最终收报9.15港元,仍较招股价高58.3%。全日最高见10.88港元,若高位离场,不计手续费,每手500股,一手账面盈利最高达到2550港元。</p><p>“有人欢喜有人愁”,阿里巴巴支持的<a href=\"https://laohu8.com/S/02567\">七牛智能</a>首日挂牌即破发,当日开报1.6港元,较招股价低41.82%,收盘报1.19港元,较招股价低56.73%。</p><p>同为软件服务行业的太美医疗科技亦表现糟糕。首挂当天收报9.2港元,较招股价低29.23%。纵观近期行业表现,七牛智能与太美医疗科技的表现都属于垫底。</p><p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/973a236266a6474b924553aee86a67e8\"/></p><p>来源:港交所 整理:金吾财讯</p><div><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/a93a4ed8cf10457498101893f9d4e863\"/><br/></div><p>来源:港交所 整理:金吾财讯</p><p><b>华润饮料或成年度</b><b>“冻资王”</b><b></b></p><p>顺带一提,10月以来接连两只新股挑战本年度“冻资王”称号。</p><p>10月2日上市的卡罗特“冻资”1010.5亿港元,当时市场一度认为其将成为年度之最,但它在这个位置上仅坐了约20天。10月23日挂牌的包装水怡宝母公司华润饮料便以1323.9亿港元的冻结资金,夺得了本年度“冻资王”称号。</p><p>华润饮料旗下拥有“怡宝”、“至本清润”、“蜜水系列”等13个品牌,56个SKU。不过,华润饮料目前收入仍以“怡宝”支撑。2021年至2023年及2024年前四个月,包装饮用水产品收入分别为108.18亿元、119.06亿元、124.47亿元和37.21亿元,占比分别为95.4%、94.3%、92.1%和89.7%。</p><p>极度依赖单一单品有很大弊端,因此近年来公司也不断开拓多元化战略布局,可以看到,饮料产品与收入占比由2021年的4.6%提高至2023年的7.9%。2024年上半年,该占比突破10%。</p><p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/134d49a9c3d2409288112a74b807d471\"/></p><p>来源:华润饮料招股书</p><p>银河证券表示,复盘<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>、<a href=\"https://laohu8.com/S/600887\">伊利股份</a>等饮料乳品巨头,该行发现从单一大单品驱动跃变为平台型公司的这一阶段有望实现突出的业绩表现。该行认为华润饮料当前正处于这一关键时期,值得高度关注。</p><p>近年来包装水“战场”极为激烈,若要从与农夫山泉、百岁山、娃哈哈、康师傅的混战中突围,便十分依赖上市融资。此次所募资金,超70%的资金用于扩张以及强化品牌,其上市的必要性,也就显现了。</p><p><b>10月递表一览</b><b></b></p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/dbe2318a53064e42a660b526c55d8551\"/><p>来源:港交所 整理:金吾财讯</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20200908/MDgyM2JhZGUzZDEwMDQ3MDAxNzk5NzY4NzQxNTI4.jpg","relate_stocks":{"HSCEI":"国企指数","YANG":"三倍做空富时中国ETF-Direxion","02567":"七牛智能","BK1200":"软饮料","02576":"太美医疗科技","02460":"华润饮料","09639":"荣利营造","BK1110":"商品化工","BK1109":"应用软件","02549":"卡罗特","HSTECH":"恒生科技指数","02563":"华昊中天医药-B","BK1148":"建筑与工程"},"source_url":"1947017","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2480905346","content_text":"9月份美的集团(00300)募资357亿元,成为港股自2021年2月以来最大、2024年前三季度亚洲最大及2024年全球第二大规模的新股集资。港交所集团行政总裁陈翊庭表示:“最近,香港交易所迎来今年亚洲最大及全球第二大规模的新股上市,再融资活动也十分活跃,显示了我们市场的深度和吸引力,新股上市申请数目也进一步巩固了香港作为亚洲首选新股集资中心的地位。此外,阿里巴巴转为双重主要上市并随后获纳入港股通,这也反映了双重主要上市结构如何帮助企业有效接触中国内地的资金池,从而提升流动性。”同时,随着刺激政策的加码,市场活跃度高涨,港股IPO的热度也开始回升。进入10月份,共有8家企业成功登陆港交所主板,涵盖医疗科技、智能设备、食品饮料等多个领域。特别是华润饮料和卡罗特两家公司,因各自冻结资金超过千亿元而引起市场广泛关注,也凸显了港股IPO市场持续回暖的迹象。10月募资王——地平线机器人近年国家大力支持智驾的发展,加之AI的推波助澜,汽车行业已经进入了智驾的大浪潮时代。地平线机器人作为智驾科技龙头企业,其上市引起了广泛关注。背靠百度、阿里的它以约4亿元的优势,夺得10月募资王称号。国金证券近日研报表示,地平线机器人业务与英伟达、Mobileye、黑芝麻等企业类似,涉及芯片设计或自动驾驶解决方案,公司作为行业龙头,同时智驾芯片市场快速爆发及国产替代趋势明显,给予2025 年11 倍PS,目标价4.7 港元,首次覆盖,“增持”评级。财务方面,公司2021年-2023年收入分别为4.67亿元、9.06亿元和15.52亿元,复合年增长率高达82.3%,至于2024年上半年收入达9.35亿元,同比增长1.52倍,超过2022年全年收入。整体上,公司处于高速扩张阶段。不过,不同于收入端的亮眼表现,公司在利润端仍面临较大挑战,2021年-2023年净亏损为20.64亿元、87.20亿元、67.39亿元。2024年上半年亏损达到50.98亿元,同比亏损扩大1.7倍。另一方面,地平线也面临客户集中度高的风险,从招股书显示,2021年-2023年,公司五大客户每年产生的收入总额2.83亿元、4.82亿元、10.67亿元,占公司收入60.7%、53.2%、68.8%。2024年上半年该比例更是高达77.9%。加之近期美国宣布禁止对华半导体、AI、量子领域投资,地平线机器人的前景仍需进一步观察。来源:港交所 整理:金吾财讯10月超购王——卡罗特卡罗特作为继美的集团后,10月的首只新股,市场对其期待程度空前高涨。1347.27倍的认购倍数,令其成为今年继优博控股、元续科技后第三只超购超1000倍的新股,也是今年主板上市认购之最。据悉,卡罗特成立于2007年,在做品牌之前,主要为国际市场提供OEM服务,2013年,卡罗特第一次转型做ODM,业务从贴牌代工转为为国际品牌设计、开发新产品,甚至还有定制业务。2022年初,卡罗特剥离生产业务,转向完全外包及轻资产模式。自此,卡罗特从一家处于产业链底端的传统生产工厂,升级为一家产业链顶端、整合行业资源的品牌商。招股书显示,根据灼识咨询的报告,按2023年零售额计算,卡罗特在各主要市场的线上炊具行业中排名前五,在中国排名第四,在美国排名第二,在西欧排名第三,在东南亚排名第二,在日本排名第三。从该排名能看到,公司海外市场份额较高。因此也将高度依赖亚马逊和沃尔玛等渠道。值得注意的是,2021-2023年,公司线上渠道销售收入占品牌业务总收入的比例分别为98.1%、98.6%及超过99.9%。线上渠道需要向电商平台支付高额的佣金,一定程度侵蚀了利润空间。此外,过度依赖线上渠道会使品牌丧失战略主动权,有着不小隐藏的风险。如亚马逊经常爆出封号事件,2018年“214封号”、到2019年“525封号”、再到2020年“开年封号”,还有2021年封号潮等。来源:港交所 整理:金吾财讯10月最难中签——太美医疗科技从配售结果显示,稳中一手卡罗特需要认购80手,不过一手中签率有15%。太美医疗科技一手中签率则低于2.69%,成为10月最难中签票。据悉,太美医疗科技是腾讯、经纬创投等众多明星机构投资的一家生命科学领域数字化解决方案供应商,设计及提供行业特定的软件及数字化服务,以加速创新药物及医疗器械等医学科学产品的研究及开发及营销。太美医疗的上市之路并不顺利。公司曾于2021年12月向科创板递交招股书,但2023年3月IPO未能过会,上市审核委员会当时审议认为,报告期内,太美科技主要依靠核心技术开展生产经营,未充分披露有利于投资者作出价值判断和投资决策的重要信息,不符合《首次公开发行股票注册管理办法》第三条和第三十四条的相关规定。随后公司选择转战港股。从财务上看,2021、2022、2023年及2024年前3个月,公司收入分别约为人民币4.66亿元、5.49亿元、5.73亿元及1.32亿元。同时,公司常年亏损,同期对应净亏损4.8亿元、4.23亿元、3.56亿元及1.2亿元。招股书中提到,亏损主要来源于公司各业务发展迅速,由此带来的人员扩张导致的工资薪酬和股份支付金额大幅增长,叠加业务发展相关的各类费用增加,营业收入无法覆盖主营业务成本和期间费用的增加,最终导致公司报告期内净利润亏损较大。股东背景方面,在IPO之前,太美医疗科技经历了8轮融资,累计金额超30亿元,投资方包括云锋基金、软银、高瓴等,腾讯控股通过林芝腾讯、苏州湃益间接持有太美科技12.06%的股份,为公司第二大股东。总的来说,股东阵容豪华显示了其在数字化医疗领域的地位和发展潜力,但在成本控制、提高盈利能力方面可见度仍较低。从公司目前的业务发展情况来看,仍任重道远。来源:港交所 整理:金吾财讯10月挂牌首日表现最佳——卡罗特针对卡罗特的市场情绪延续至其挂牌首日。10月2日当天,其首日挂牌开报9.5港元,较招股价高出64.36%,最终收报9.15港元,仍较招股价高58.3%。全日最高见10.88港元,若高位离场,不计手续费,每手500股,一手账面盈利最高达到2550港元。“有人欢喜有人愁”,阿里巴巴支持的七牛智能首日挂牌即破发,当日开报1.6港元,较招股价低41.82%,收盘报1.19港元,较招股价低56.73%。同为软件服务行业的太美医疗科技亦表现糟糕。首挂当天收报9.2港元,较招股价低29.23%。纵观近期行业表现,七牛智能与太美医疗科技的表现都属于垫底。来源:港交所 整理:金吾财讯来源:港交所 整理:金吾财讯华润饮料或成年度“冻资王”顺带一提,10月以来接连两只新股挑战本年度“冻资王”称号。10月2日上市的卡罗特“冻资”1010.5亿港元,当时市场一度认为其将成为年度之最,但它在这个位置上仅坐了约20天。10月23日挂牌的包装水怡宝母公司华润饮料便以1323.9亿港元的冻结资金,夺得了本年度“冻资王”称号。华润饮料旗下拥有“怡宝”、“至本清润”、“蜜水系列”等13个品牌,56个SKU。不过,华润饮料目前收入仍以“怡宝”支撑。2021年至2023年及2024年前四个月,包装饮用水产品收入分别为108.18亿元、119.06亿元、124.47亿元和37.21亿元,占比分别为95.4%、94.3%、92.1%和89.7%。极度依赖单一单品有很大弊端,因此近年来公司也不断开拓多元化战略布局,可以看到,饮料产品与收入占比由2021年的4.6%提高至2023年的7.9%。2024年上半年,该占比突破10%。来源:华润饮料招股书银河证券表示,复盘农夫山泉、伊利股份等饮料乳品巨头,该行发现从单一大单品驱动跃变为平台型公司的这一阶段有望实现突出的业绩表现。该行认为华润饮料当前正处于这一关键时期,值得高度关注。近年来包装水“战场”极为激烈,若要从与农夫山泉、百岁山、娃哈哈、康师傅的混战中突围,便十分依赖上市融资。此次所募资金,超70%的资金用于扩张以及强化品牌,其上市的必要性,也就显现了。10月递表一览来源:港交所 整理:金吾财讯","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363805697818920,"gmtCreate":1729829925145,"gmtModify":1729831160858,"author":{"id":"3497821784888540","authorId":"3497821784888540","name":"港股新人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497821784888540","authorIdStr":"3497821784888540"},"themes":[],"htmlText":"垃圾股港股也收丢人现眼","listText":"垃圾股港股也收丢人现眼","text":"垃圾股港股也收丢人现眼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363805697818920","repostId":"2476795236","repostType":2,"repost":{"id":"2476795236","weMediaInfo":{"introduction":"为财经记者、投资者服务!","home_visible":1,"media_name":"深蓝财经","id":"10","head_image":"https://static.tigerbbs.com/7ed3098ca9794eae9907fbd1b71a744b"},"pubTimestamp":1729248360,"share":"https://www.laohu8.com/m/news/2476795236?lang=&edition=full","pubTime":"2024-10-18 18:46","market":"hk","language":"zh","title":"背靠阿里系的独角兽,上市首日腰斩","url":"https://stock-news.laohu8.com/highlight/detail?id=2476795236","media":"深蓝财经","summary":"17日收盘,七牛智能最新股价报1.2港元,市值23.96亿港元。值得注意的是,此次IPO并非是该公司首次谋求上市,2021年,七牛智能曾寻求在美国纳斯达克上市,但此后撤回申请。因此,双方是竞合关系。净利润方面,公司持续处于亏损状态,同期分别产生净亏损2.2亿元、2.13亿元、3.24亿元及1.48亿元。此次IPO,七牛智能全球发售1.5975亿股,募集资金总额约4.39亿港元,在持续亏损下,正好为公司及时补血。","content":"<html><body><div><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\">■</span><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"> </span></span><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"> </span></span><span><strong><span microsoft=\"\" visible=\"\" yahei=\"\">成都辟谣天价拆迁背后,中西部产业大转移正在到来</span></strong></span></p><p><span><span arial=\"\" gb=\"\" helvetica=\"\" left=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\">■</span><span arial=\"\" gb=\"\" helvetica=\"\" left=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"> </span><span><span microsoft=\"\" visible=\"\" yahei=\"\"><strong><span>大雷!10年前财务造假,<a href=\"https://laohu8.com/S/600999\">招商证券</a>被索偿15亿</span></strong></span></span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">来源 | 财通社</span></p><p><span microsoft=\"\" visible=\"\" yahei=\"\"><span>撰文 | 王鑫</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"init\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">10月16日,来自上海的<a href=\"https://laohu8.com/S/02567\">七牛智能</a>(02567)第四次冲击IPO终于如愿,成功登陆港交所,但没想到开盘就大幅破发,发行价2.75港元,收盘价仅1.19港元,</span><span microsoft=\"\" rgb=\"\" visible=\"\" yahei=\"\"><strong>较发行价下跌56.73%</strong></span><span microsoft=\"\" visible=\"\" yahei=\"\">。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"init\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">17日收盘,七牛智能最新股价报1.2港元,市值23.96亿港元。</span></p><p arial=\"\" blinkmacsystemfont=\"\" center=\"\" gb=\"\" line=\"eCp0\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><img height=\"auto\" src=\"https://static.tigerbbs.com/f60d03afb7064eb3a8cf359f45e2f0e9\" width=\"1087\"/></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"UtD8\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">七牛智能成立于2011年,是</span><strong><span microsoft=\"\" rgb=\"\" visible=\"\" yahei=\"\">中国云服务行业独角兽企业之一</span></strong><span microsoft=\"\" visible=\"\" yahei=\"\">,其主要提供音视频PaaS服务(MPaaS)和应用平台即服务(APaaS)。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"uH29\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">根据艾瑞咨询,按2023年收入计,七牛智能是中国第三大音视频PaaS服务商,市场份额为5.8%;按2023年APaaS收入来看,七牛智能也是中国第二大音视频APaaS服务商,市场份额为14.1%。公司是音视频PaaS行业拥有较全面AI能力覆盖的五大参与者之一。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"Gtk1\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">值得注意的是,此次IPO并非是该公司首次谋求上市,2021年,七牛智能曾寻求在美国纳斯达克上市,但此后撤回申请。随后,该公司又于2023年6月、2024年3月和9月三度递表港交所。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"3no2\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">七牛智能在本次上市前已完成多轮融资,股东包括<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、云锋基金、经纬创投、启明创投、宽带资本、嘉实基金、张江科创、<a href=\"https://laohu8.com/S/03329\">交银国际</a>、国调基金等知名机构。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"rRnd\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">从目前的股权结构来看,</span><span microsoft=\"\" rgb=\"\" visible=\"\" yahei=\"\"><strong>淘宝中国为七牛智能的第二大股东</strong></span><span microsoft=\"\" visible=\"\" yahei=\"\">,持股比例为17.69%,仅次于公司创始人许式伟(持有<a href=\"https://laohu8.com/S/QNIU\">七牛云</a>17.96%的股份)。与此同时,淘宝中国既是七牛智能的客户,也是供应商。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"XV0N\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">作为互联网巨头,淘宝背后的阿里本身也涉猎云业务,旗下阿里云目前就是国内最大的云服务商之一。因此,双方是竞合关系。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"ATpB\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">从业绩来看,2021年、2022年、2023年以及2024年第一季度,公司实现营收分别为14.71亿元、11.47亿元、13.34亿元、3.42亿元,波动较大。净利润方面,</span><span microsoft=\"\" rgb=\"\" visible=\"\" yahei=\"\"><strong>公司持续处于亏损状态</strong></span><span microsoft=\"\" visible=\"\" yahei=\"\">,同期分别产生净亏损2.2亿元、2.13亿元、3.24亿元及1.48亿元。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"r2K2\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">对此,七牛智能表示,就实现盈利所需的时间而言,本公司于往绩记录期间的亏损状况符合行业的总体趋势。根据艾瑞咨询,由于前期的大量投资,尤其是研 究及为快速占领额外市场份额所采取的一般定价政策,音视频PaaS行业营运的公司通常尚未实现盈利。音视频云服务商实现盈利通常需要10年以上。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"ah37\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">此次IPO,七牛智能全球发售1.5975亿股,</span><span microsoft=\"\" rgb=\"\" visible=\"\" yahei=\"\"><strong>募集资金总额约4.39亿港元</strong></span><span microsoft=\"\" visible=\"\" yahei=\"\">,在持续亏损下,正好为公司及时补血。</span></p><p><strong microsoft=\"\" none=\"\" rgb=\"\" start=\"\" text=\"\" yahei=\"\"><span>更多精彩内容,欢迎关注<span arial=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></span></span></strong></p></div></body></html>","source":"weixin_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>背靠阿里系的独角兽,上市首日腰斩</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背靠阿里系的独角兽,上市首日腰斩\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/10\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7ed3098ca9794eae9907fbd1b71a744b);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">深蓝财经 </p>\n<p class=\"h-time\">2024-10-18 18:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\">■</span><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"> </span></span><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"> </span></span><span><strong><span microsoft=\"\" visible=\"\" yahei=\"\">成都辟谣天价拆迁背后,中西部产业大转移正在到来</span></strong></span></p><p><span><span arial=\"\" gb=\"\" helvetica=\"\" left=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\">■</span><span arial=\"\" gb=\"\" helvetica=\"\" left=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" visible=\"\" yahei=\"\"> </span><span><span microsoft=\"\" visible=\"\" yahei=\"\"><strong><span>大雷!10年前财务造假,<a href=\"https://laohu8.com/S/600999\">招商证券</a>被索偿15亿</span></strong></span></span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">来源 | 财通社</span></p><p><span microsoft=\"\" visible=\"\" yahei=\"\"><span>撰文 | 王鑫</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"init\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">10月16日,来自上海的<a href=\"https://laohu8.com/S/02567\">七牛智能</a>(02567)第四次冲击IPO终于如愿,成功登陆港交所,但没想到开盘就大幅破发,发行价2.75港元,收盘价仅1.19港元,</span><span microsoft=\"\" rgb=\"\" visible=\"\" yahei=\"\"><strong>较发行价下跌56.73%</strong></span><span microsoft=\"\" visible=\"\" yahei=\"\">。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"init\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">17日收盘,七牛智能最新股价报1.2港元,市值23.96亿港元。</span></p><p arial=\"\" blinkmacsystemfont=\"\" center=\"\" gb=\"\" line=\"eCp0\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><img height=\"auto\" src=\"https://static.tigerbbs.com/f60d03afb7064eb3a8cf359f45e2f0e9\" width=\"1087\"/></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"UtD8\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">七牛智能成立于2011年,是</span><strong><span microsoft=\"\" rgb=\"\" visible=\"\" yahei=\"\">中国云服务行业独角兽企业之一</span></strong><span microsoft=\"\" visible=\"\" yahei=\"\">,其主要提供音视频PaaS服务(MPaaS)和应用平台即服务(APaaS)。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"uH29\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">根据艾瑞咨询,按2023年收入计,七牛智能是中国第三大音视频PaaS服务商,市场份额为5.8%;按2023年APaaS收入来看,七牛智能也是中国第二大音视频APaaS服务商,市场份额为14.1%。公司是音视频PaaS行业拥有较全面AI能力覆盖的五大参与者之一。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"Gtk1\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">值得注意的是,此次IPO并非是该公司首次谋求上市,2021年,七牛智能曾寻求在美国纳斯达克上市,但此后撤回申请。随后,该公司又于2023年6月、2024年3月和9月三度递表港交所。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"3no2\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">七牛智能在本次上市前已完成多轮融资,股东包括<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、云锋基金、经纬创投、启明创投、宽带资本、嘉实基金、张江科创、<a href=\"https://laohu8.com/S/03329\">交银国际</a>、国调基金等知名机构。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"rRnd\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">从目前的股权结构来看,</span><span microsoft=\"\" rgb=\"\" visible=\"\" yahei=\"\"><strong>淘宝中国为七牛智能的第二大股东</strong></span><span microsoft=\"\" visible=\"\" yahei=\"\">,持股比例为17.69%,仅次于公司创始人许式伟(持有<a href=\"https://laohu8.com/S/QNIU\">七牛云</a>17.96%的股份)。与此同时,淘宝中国既是七牛智能的客户,也是供应商。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"XV0N\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">作为互联网巨头,淘宝背后的阿里本身也涉猎云业务,旗下阿里云目前就是国内最大的云服务商之一。因此,双方是竞合关系。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"ATpB\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">从业绩来看,2021年、2022年、2023年以及2024年第一季度,公司实现营收分别为14.71亿元、11.47亿元、13.34亿元、3.42亿元,波动较大。净利润方面,</span><span microsoft=\"\" rgb=\"\" visible=\"\" yahei=\"\"><strong>公司持续处于亏损状态</strong></span><span microsoft=\"\" visible=\"\" yahei=\"\">,同期分别产生净亏损2.2亿元、2.13亿元、3.24亿元及1.48亿元。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"r2K2\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">对此,七牛智能表示,就实现盈利所需的时间而言,本公司于往绩记录期间的亏损状况符合行业的总体趋势。根据艾瑞咨询,由于前期的大量投资,尤其是研 究及为快速占领额外市场份额所采取的一般定价政策,音视频PaaS行业营运的公司通常尚未实现盈利。音视频云服务商实现盈利通常需要10年以上。</span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" line=\"ah37\" neue=\"\" pingfang=\"\" ql-global-para=\"true\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" visible=\"\" wrap=\"\" yahei=\"\"><span microsoft=\"\" visible=\"\" yahei=\"\">此次IPO,七牛智能全球发售1.5975亿股,</span><span microsoft=\"\" rgb=\"\" visible=\"\" yahei=\"\"><strong>募集资金总额约4.39亿港元</strong></span><span microsoft=\"\" visible=\"\" yahei=\"\">,在持续亏损下,正好为公司及时补血。</span></p><p><strong microsoft=\"\" none=\"\" rgb=\"\" start=\"\" text=\"\" yahei=\"\"><span>更多精彩内容,欢迎关注<span arial=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></span></span></strong></p></div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02567":"七牛智能"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzU1Njc1NjA2NA==&mid=2247582518&idx=3&sn=90240e8ef50d032fc8ba83eb106cc124&chksm=fa129d6c96837a8293a41478f12a12c119a9db2a0c9b83423c0ee6ec0e40ede9b6eeadb88159&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2476795236","content_text":"■ 成都辟谣天价拆迁背后,中西部产业大转移正在到来■ 大雷!10年前财务造假,招商证券被索偿15亿来源 | 财通社撰文 | 王鑫10月16日,来自上海的七牛智能(02567)第四次冲击IPO终于如愿,成功登陆港交所,但没想到开盘就大幅破发,发行价2.75港元,收盘价仅1.19港元,较发行价下跌56.73%。17日收盘,七牛智能最新股价报1.2港元,市值23.96亿港元。七牛智能成立于2011年,是中国云服务行业独角兽企业之一,其主要提供音视频PaaS服务(MPaaS)和应用平台即服务(APaaS)。根据艾瑞咨询,按2023年收入计,七牛智能是中国第三大音视频PaaS服务商,市场份额为5.8%;按2023年APaaS收入来看,七牛智能也是中国第二大音视频APaaS服务商,市场份额为14.1%。公司是音视频PaaS行业拥有较全面AI能力覆盖的五大参与者之一。值得注意的是,此次IPO并非是该公司首次谋求上市,2021年,七牛智能曾寻求在美国纳斯达克上市,但此后撤回申请。随后,该公司又于2023年6月、2024年3月和9月三度递表港交所。七牛智能在本次上市前已完成多轮融资,股东包括阿里巴巴、云锋基金、经纬创投、启明创投、宽带资本、嘉实基金、张江科创、交银国际、国调基金等知名机构。从目前的股权结构来看,淘宝中国为七牛智能的第二大股东,持股比例为17.69%,仅次于公司创始人许式伟(持有七牛云17.96%的股份)。与此同时,淘宝中国既是七牛智能的客户,也是供应商。作为互联网巨头,淘宝背后的阿里本身也涉猎云业务,旗下阿里云目前就是国内最大的云服务商之一。因此,双方是竞合关系。从业绩来看,2021年、2022年、2023年以及2024年第一季度,公司实现营收分别为14.71亿元、11.47亿元、13.34亿元、3.42亿元,波动较大。净利润方面,公司持续处于亏损状态,同期分别产生净亏损2.2亿元、2.13亿元、3.24亿元及1.48亿元。对此,七牛智能表示,就实现盈利所需的时间而言,本公司于往绩记录期间的亏损状况符合行业的总体趋势。根据艾瑞咨询,由于前期的大量投资,尤其是研 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17:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据彭博报道,知情人士称,中国按需物流配送公司货拉拉正在考虑将其计划中的10亿美元美国IPO转移到香港。</p>\n<p>6月23日,有外媒报道称,货拉拉已经以保密方式提交了赴美IPO申请,但货拉拉公开回应称目前还没有上市计划。</p>\n<p>去年,货拉拉创始人周胜馥公开曾表示:“过于追逐短期利益其实会影响企业的,同事的心态也会影响企业的行为……我们希望十年之内不上市。”</p>\n<p>天眼查数据显示,自成立以来,货拉拉已完成8轮融资,合计融资规模超过150亿元。</p>\n<p>充足的资金加速了货拉拉的扩张速度。截至2021年3月,货拉拉的业务覆盖中国363座城市,月活用户达760万,月活司机为58万。与此同时,货拉拉还不断开拓海外市场,把生意做到了东南亚、印度、拉美。</p>\n<p>在资本的加持下,货拉拉急速飞奔,但其盈利模式却饱受诟病。</p>\n<p>此前曾因“货拉拉女车主坠车身亡”事件,这家估值650亿元人民币的公司成为了众矢之的。在此事件后,货拉拉相当低调,直至被曝出赴美IPO的消息。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e55cea8193921dc75602488585eabf13","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161252944","content_text":"据彭博报道,知情人士称,中国按需物流配送公司货拉拉正在考虑将其计划中的10亿美元美国IPO转移到香港。\n6月23日,有外媒报道称,货拉拉已经以保密方式提交了赴美IPO申请,但货拉拉公开回应称目前还没有上市计划。\n去年,货拉拉创始人周胜馥公开曾表示:“过于追逐短期利益其实会影响企业的,同事的心态也会影响企业的行为……我们希望十年之内不上市。”\n天眼查数据显示,自成立以来,货拉拉已完成8轮融资,合计融资规模超过150亿元。\n充足的资金加速了货拉拉的扩张速度。截至2021年3月,货拉拉的业务覆盖中国363座城市,月活用户达760万,月活司机为58万。与此同时,货拉拉还不断开拓海外市场,把生意做到了东南亚、印度、拉美。\n在资本的加持下,货拉拉急速飞奔,但其盈利模式却饱受诟病。\n此前曾因“货拉拉女车主坠车身亡”事件,这家估值650亿元人民币的公司成为了众矢之的。在此事件后,货拉拉相当低调,直至被曝出赴美IPO的消息。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122148722,"gmtCreate":1624607445966,"gmtModify":1624607445966,"author":{"id":"3497821784888540","authorId":"3497821784888540","name":"港股新人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497821784888540","authorIdStr":"3497821784888540"},"themes":[],"htmlText":"<a 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18:33","market":"other","language":"zh","title":"滴滴出行:有关滴滴私有化的传闻为不实信息","url":"https://stock-news.laohu8.com/highlight/detail?id=1147448167","media":"老虎资讯综合","summary":"滴滴出行:有关滴滴私有化的传闻为不实信息,目前公司正积极全面配合网络安全审查。\n消息公布之后,滴滴盘前股价回落,截至发稿涨幅至24%。\n\n今日盘前,滴滴股价突然直线拉升,一度涨超45%。据华尔街日报报","content":"<p><b><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行:有关滴滴私有化的传闻为不实信息,目前公司正积极全面配合网络安全审查。</b></p>\n<p>消息公布之后,滴滴盘前股价回落,截至发稿涨幅至24%。</p>\n<p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p>今日盘前,滴滴股价突然直线拉升,一度涨超45%。据华尔街日报报道,滴滴正在考虑私有化,并赔偿投资者自该公司6月底在美上市以来遭受的损失。<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></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>滴滴出行:有关滴滴私有化的传闻为不实信息</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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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\">2021-07-29 18:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行:有关滴滴私有化的传闻为不实信息,目前公司正积极全面配合网络安全审查。</b></p>\n<p>消息公布之后,滴滴盘前股价回落,截至发稿涨幅至24%。</p>\n<p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p>今日盘前,滴滴股价突然直线拉升,一度涨超45%。据华尔街日报报道,滴滴正在考虑私有化,并赔偿投资者自该公司6月底在美上市以来遭受的损失。<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147448167","content_text":"滴滴出行:有关滴滴私有化的传闻为不实信息,目前公司正积极全面配合网络安全审查。\n消息公布之后,滴滴盘前股价回落,截至发稿涨幅至24%。\n\n今日盘前,滴滴股价突然直线拉升,一度涨超45%。据华尔街日报报道,滴滴正在考虑私有化,并赔偿投资者自该公司6月底在美上市以来遭受的损失。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335588645,"gmtCreate":1610623038687,"gmtModify":1703745693568,"author":{"id":"3497821784888540","authorId":"3497821784888540","name":"港股新人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497821784888540","authorIdStr":"3497821784888540"},"themes":[],"htmlText":"<a 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16:34","market":"sh","language":"zh","title":"市场综述:扎心!30倍大牛股跌停,最强概念股突然跳水","url":"https://stock-news.laohu8.com/highlight/detail?id=1192779295","media":"老虎资讯综合","summary":"港股今日开盘,港股恒指低开低走,截至收盘,恒生指数跌0.58%,报29297.62点,恒生国企指数跌0.35%,红筹指数跌0.19%。医药股集体回调,其中,微创医疗跌超8%,和铂医药跌超8%,维亚生物","content":"<p><b>港股</b></p><p>今日开盘,港股恒指低开低走,截至收盘,恒生指数跌0.58%,报29297.62点,恒生国企指数跌0.35%,红筹指数跌0.19%。</p><p><img src=\"https://static.tigerbbs.com/e905acdeccb8821027a0886ef677cab0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>医药股集体回调,</b>其中,微创医疗跌超8%,和铂医药跌超8%,维亚生物跌超7%,德琪医药、康方生物等跌超5%。</p><p><b>恒生科技指数成份多数下跌,</b>其中,明源云、祖龙娱乐、微盟等跌超4%,网易跌超3%,阿里、美团等走跌。</p><p>教育股部分靴子落地,新东方在香港涨超5%。因存在虚假宣传和价格欺诈等违法行为,市场监管部门对作业帮、猿辅导、新东方、学而思等15家校外培训机构予以顶格罚款,罚金合计3650万元。</p><p>恒大物业大跌12%,据外媒引述销售文件显示,恒大物业股东按每股9.8港元,较昨天收市价11.18港元折让12.34%,配售2.7亿股,套现26.46亿港元;可额外配售最多1.9亿股,H涉资18.62亿港元。</p><p>吉利汽车大涨6%,集度汽车将于2022年亮相。在昨日百度与吉利合资的集度汽车召开的2021年Q2沟通会上,集度汽车CEO夏一平表示,集度汽车第一款车将于2022年北京车展时亮相。在昨日百度与吉利合资的集度汽车召开的2021年Q2沟通会上,集度汽车CEO夏一平表示,集度汽车第一款车将于2022年北京车展时亮相。</p><p><b>A股</b></p><p>周三,A股三大股指纷纷小幅高开,随后指数受券商等板块走弱影响,震荡回落,沪指盘中跌破3600点后加速下挫,午后指数跌幅加剧,医美等前期强势板块出现明显回调。临近尾盘指数探底回升,碳交易概念逆市回暖,但最终未能成功收复3600点。</p><p><img src=\"https://static.tigerbbs.com/482d9f99c2fc4948d843705b4adf8871\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>截至收盘,沪指跌0.76%,报3597.14点,深成指跌1.18%,报14857.91点,创业板指跌1.73%,报3243.02点。沪深两市成交额连续第四日突破万亿,北向资金实际净流出24.68亿元。两市86股涨停,26股跌停(含ST)。</p><p>行业板块方面,石油行业、化肥行业、电力行业、煤炭采选、纺织服装等行业涨幅居前,工艺商品、医疗行业、文化传媒、贵金属、船舶制造等行业跌幅居前,可燃冰、油气设服、页岩气、地塞米松、滨海新区等板块表现活跃。</p><p>概念股方面,石油行业盘中表现活跃,碳交易概念逆市走强,农业种植板块走强,医美概念盘中大幅下挫。</p><p><b>强势概念板块医美跳水,</b>前期热门股昊海生科跌超15%、爱博医疗跌超10%,爱美客跌近似9%。年初至今,医疗美容指数涨幅超过66%。</p><p>个股方面,<b>被大股东与高管集体减持,“手套茅”英科医疗跌停。</b>第二大股东拟以5000万元至1亿元增持公司股份,*ST金洲涨停。</p><p><b>美股</b></p><p><b>周三盘前时段,美股三大指数期货走低。</b>周二发布的数据显示,制造业活动的总体指数高于预期,但劳动力短缺导致价格上涨并限制了生产。本周五劳工部将发布5月份就业报告,届时将重新审视上月招聘速度以及疫情之后有待填补的就业缺口。</p><p><img src=\"https://static.tigerbbs.com/525359971fdff78753be5db1b71fabc3\" tg-width=\"1242\" tg-height=\"495\" referrerpolicy=\"no-referrer\">WSB热门概念股盘前继续大涨,AMC院线、黑莓涨超15%,Express涨7%,Sundial Grower涨4%。</p><p><b>欧洲股市</b></p><p>随着石油股反弹,欧洲股市徘徊在历史高位附近。受能源和消费类股提振,欧洲股市周三小幅升至纪录高位,而美国和欧洲的强劲经济数据也提振了投资者情绪。</p><p>石油和天然气类股上涨 1.1%,领涨欧洲板块,因石油输出国组织 (OPEC)及其盟友坚持在 6月和 7月谨慎地将石油供应的计划,计划公布后,原油价格继续上涨。</p><p><img src=\"https://static.tigerbbs.com/7948a5001d0d70c9b977ddfc0a042833\" tg-width=\"810\" tg-height=\"370\" referrerpolicy=\"no-referrer\"></p><p><b>大宗商品</b></p><p><b>国际原油期货涨不停,日内继续走高。</b>此前,OPEC+维持在6月和7月谨慎恢复石油供应的计划,同时预计美国及中国这前两大石油消费国需求将强劲反弹。但OPEC+并未就8月以后的产量水平进行讨论。该联盟将于7月1日举行下一次会议。</p><p> <img src=\"https://static.tigerbbs.com/ec0743cc9c245f15d8e07c3051c39852\" tg-width=\"1242\" tg-height=\"984\" referrerpolicy=\"no-referrer\"></p><p><b>黄金期货日内微跌。</b>美国5月制造业活动回升提振市场风险偏好,限制了避险黄金近期的涨势。投资者在等待本周将公布的美国就业数据,以了解经济复苏和近期美联储政策行动的线索。 </p><p> <img src=\"https://static.tigerbbs.com/094d1ccb2900d65b29e2d1c1316b8f6f\" tg-width=\"1242\" tg-height=\"1014\" referrerpolicy=\"no-referrer\"></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 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class=\"h-time\">2021-06-02 16:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>港股</b></p><p>今日开盘,港股恒指低开低走,截至收盘,恒生指数跌0.58%,报29297.62点,恒生国企指数跌0.35%,红筹指数跌0.19%。</p><p><img src=\"https://static.tigerbbs.com/e905acdeccb8821027a0886ef677cab0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>医药股集体回调,</b>其中,微创医疗跌超8%,和铂医药跌超8%,维亚生物跌超7%,德琪医药、康方生物等跌超5%。</p><p><b>恒生科技指数成份多数下跌,</b>其中,明源云、祖龙娱乐、微盟等跌超4%,网易跌超3%,阿里、美团等走跌。</p><p>教育股部分靴子落地,新东方在香港涨超5%。因存在虚假宣传和价格欺诈等违法行为,市场监管部门对作业帮、猿辅导、新东方、学而思等15家校外培训机构予以顶格罚款,罚金合计3650万元。</p><p>恒大物业大跌12%,据外媒引述销售文件显示,恒大物业股东按每股9.8港元,较昨天收市价11.18港元折让12.34%,配售2.7亿股,套现26.46亿港元;可额外配售最多1.9亿股,H涉资18.62亿港元。</p><p>吉利汽车大涨6%,集度汽车将于2022年亮相。在昨日百度与吉利合资的集度汽车召开的2021年Q2沟通会上,集度汽车CEO夏一平表示,集度汽车第一款车将于2022年北京车展时亮相。在昨日百度与吉利合资的集度汽车召开的2021年Q2沟通会上,集度汽车CEO夏一平表示,集度汽车第一款车将于2022年北京车展时亮相。</p><p><b>A股</b></p><p>周三,A股三大股指纷纷小幅高开,随后指数受券商等板块走弱影响,震荡回落,沪指盘中跌破3600点后加速下挫,午后指数跌幅加剧,医美等前期强势板块出现明显回调。临近尾盘指数探底回升,碳交易概念逆市回暖,但最终未能成功收复3600点。</p><p><img src=\"https://static.tigerbbs.com/482d9f99c2fc4948d843705b4adf8871\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>截至收盘,沪指跌0.76%,报3597.14点,深成指跌1.18%,报14857.91点,创业板指跌1.73%,报3243.02点。沪深两市成交额连续第四日突破万亿,北向资金实际净流出24.68亿元。两市86股涨停,26股跌停(含ST)。</p><p>行业板块方面,石油行业、化肥行业、电力行业、煤炭采选、纺织服装等行业涨幅居前,工艺商品、医疗行业、文化传媒、贵金属、船舶制造等行业跌幅居前,可燃冰、油气设服、页岩气、地塞米松、滨海新区等板块表现活跃。</p><p>概念股方面,石油行业盘中表现活跃,碳交易概念逆市走强,农业种植板块走强,医美概念盘中大幅下挫。</p><p><b>强势概念板块医美跳水,</b>前期热门股昊海生科跌超15%、爱博医疗跌超10%,爱美客跌近似9%。年初至今,医疗美容指数涨幅超过66%。</p><p>个股方面,<b>被大股东与高管集体减持,“手套茅”英科医疗跌停。</b>第二大股东拟以5000万元至1亿元增持公司股份,*ST金洲涨停。</p><p><b>美股</b></p><p><b>周三盘前时段,美股三大指数期货走低。</b>周二发布的数据显示,制造业活动的总体指数高于预期,但劳动力短缺导致价格上涨并限制了生产。本周五劳工部将发布5月份就业报告,届时将重新审视上月招聘速度以及疫情之后有待填补的就业缺口。</p><p><img src=\"https://static.tigerbbs.com/525359971fdff78753be5db1b71fabc3\" tg-width=\"1242\" tg-height=\"495\" referrerpolicy=\"no-referrer\">WSB热门概念股盘前继续大涨,AMC院线、黑莓涨超15%,Express涨7%,Sundial Grower涨4%。</p><p><b>欧洲股市</b></p><p>随着石油股反弹,欧洲股市徘徊在历史高位附近。受能源和消费类股提振,欧洲股市周三小幅升至纪录高位,而美国和欧洲的强劲经济数据也提振了投资者情绪。</p><p>石油和天然气类股上涨 1.1%,领涨欧洲板块,因石油输出国组织 (OPEC)及其盟友坚持在 6月和 7月谨慎地将石油供应的计划,计划公布后,原油价格继续上涨。</p><p><img src=\"https://static.tigerbbs.com/7948a5001d0d70c9b977ddfc0a042833\" tg-width=\"810\" tg-height=\"370\" referrerpolicy=\"no-referrer\"></p><p><b>大宗商品</b></p><p><b>国际原油期货涨不停,日内继续走高。</b>此前,OPEC+维持在6月和7月谨慎恢复石油供应的计划,同时预计美国及中国这前两大石油消费国需求将强劲反弹。但OPEC+并未就8月以后的产量水平进行讨论。该联盟将于7月1日举行下一次会议。</p><p> <img src=\"https://static.tigerbbs.com/ec0743cc9c245f15d8e07c3051c39852\" tg-width=\"1242\" tg-height=\"984\" referrerpolicy=\"no-referrer\"></p><p><b>黄金期货日内微跌。</b>美国5月制造业活动回升提振市场风险偏好,限制了避险黄金近期的涨势。投资者在等待本周将公布的美国就业数据,以了解经济复苏和近期美联储政策行动的线索。 </p><p> <img src=\"https://static.tigerbbs.com/094d1ccb2900d65b29e2d1c1316b8f6f\" tg-width=\"1242\" tg-height=\"1014\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指","HSI":"恒生指数",".SPX":"S&P 500 Index","000001.SH":"上证指数",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192779295","content_text":"港股今日开盘,港股恒指低开低走,截至收盘,恒生指数跌0.58%,报29297.62点,恒生国企指数跌0.35%,红筹指数跌0.19%。医药股集体回调,其中,微创医疗跌超8%,和铂医药跌超8%,维亚生物跌超7%,德琪医药、康方生物等跌超5%。恒生科技指数成份多数下跌,其中,明源云、祖龙娱乐、微盟等跌超4%,网易跌超3%,阿里、美团等走跌。教育股部分靴子落地,新东方在香港涨超5%。因存在虚假宣传和价格欺诈等违法行为,市场监管部门对作业帮、猿辅导、新东方、学而思等15家校外培训机构予以顶格罚款,罚金合计3650万元。恒大物业大跌12%,据外媒引述销售文件显示,恒大物业股东按每股9.8港元,较昨天收市价11.18港元折让12.34%,配售2.7亿股,套现26.46亿港元;可额外配售最多1.9亿股,H涉资18.62亿港元。吉利汽车大涨6%,集度汽车将于2022年亮相。在昨日百度与吉利合资的集度汽车召开的2021年Q2沟通会上,集度汽车CEO夏一平表示,集度汽车第一款车将于2022年北京车展时亮相。在昨日百度与吉利合资的集度汽车召开的2021年Q2沟通会上,集度汽车CEO夏一平表示,集度汽车第一款车将于2022年北京车展时亮相。A股周三,A股三大股指纷纷小幅高开,随后指数受券商等板块走弱影响,震荡回落,沪指盘中跌破3600点后加速下挫,午后指数跌幅加剧,医美等前期强势板块出现明显回调。临近尾盘指数探底回升,碳交易概念逆市回暖,但最终未能成功收复3600点。截至收盘,沪指跌0.76%,报3597.14点,深成指跌1.18%,报14857.91点,创业板指跌1.73%,报3243.02点。沪深两市成交额连续第四日突破万亿,北向资金实际净流出24.68亿元。两市86股涨停,26股跌停(含ST)。行业板块方面,石油行业、化肥行业、电力行业、煤炭采选、纺织服装等行业涨幅居前,工艺商品、医疗行业、文化传媒、贵金属、船舶制造等行业跌幅居前,可燃冰、油气设服、页岩气、地塞米松、滨海新区等板块表现活跃。概念股方面,石油行业盘中表现活跃,碳交易概念逆市走强,农业种植板块走强,医美概念盘中大幅下挫。强势概念板块医美跳水,前期热门股昊海生科跌超15%、爱博医疗跌超10%,爱美客跌近似9%。年初至今,医疗美容指数涨幅超过66%。个股方面,被大股东与高管集体减持,“手套茅”英科医疗跌停。第二大股东拟以5000万元至1亿元增持公司股份,*ST金洲涨停。美股周三盘前时段,美股三大指数期货走低。周二发布的数据显示,制造业活动的总体指数高于预期,但劳动力短缺导致价格上涨并限制了生产。本周五劳工部将发布5月份就业报告,届时将重新审视上月招聘速度以及疫情之后有待填补的就业缺口。WSB热门概念股盘前继续大涨,AMC院线、黑莓涨超15%,Express涨7%,Sundial Grower涨4%。欧洲股市随着石油股反弹,欧洲股市徘徊在历史高位附近。受能源和消费类股提振,欧洲股市周三小幅升至纪录高位,而美国和欧洲的强劲经济数据也提振了投资者情绪。石油和天然气类股上涨 1.1%,领涨欧洲板块,因石油输出国组织 (OPEC)及其盟友坚持在 6月和 7月谨慎地将石油供应的计划,计划公布后,原油价格继续上涨。大宗商品国际原油期货涨不停,日内继续走高。此前,OPEC+维持在6月和7月谨慎恢复石油供应的计划,同时预计美国及中国这前两大石油消费国需求将强劲反弹。但OPEC+并未就8月以后的产量水平进行讨论。该联盟将于7月1日举行下一次会议。 黄金期货日内微跌。美国5月制造业活动回升提振市场风险偏好,限制了避险黄金近期的涨势。投资者在等待本周将公布的美国就业数据,以了解经济复苏和近期美联储政策行动的线索。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923209662,"gmtCreate":1585838508256,"gmtModify":1704359327435,"author":{"id":"3497821784888540","authorId":"3497821784888540","name":"港股新人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497821784888540","authorIdStr":"3497821784888540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UWT\">$三倍做多原油ETN(UWT)$</a>鬼啊以后不买杠杆得了","listText":"<a 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