乔哲俊的个人主页 - 老虎社区

乔哲俊

乔哲俊

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IP属地：辽宁

22关注

1粉丝

1主题

0勋章

2019-11-04

$中手游(00302)$3.87出场第一次赚钱出场心里还有些不舍！我感觉能到5 但是老婆让出场😭

2020-07-13

$中芯国际(00981)$还没有发力啊，慢慢来！两个月80等你[龇牙]

2020-08-07

$中芯国际(00981)$别看我们涨的慢，但是我们跌的快啊[笑哭]

2019-11-27

$雅高控股(03313)$买啥啥跌我也是服了是不新手都要有个过程[流泪]

2020-07-07

$中芯国际(00981)$只能期待回调了[流泪]

2020-07-10

$中芯国际(00981)$锁仓至科创板上市，期望破50[财迷]

2020-07-10

果然100亿不准确，差4个亿呢[得意]

蔚来中国签署银企战略合作协议，获104亿元综合授信

2020-08-10

$中芯国际(00981)$再加仓我会不会成为股东[财迷]

2020-04-21

$平安好医生(01833)$今天能突破110不？加油

2020-04-22

$平安好医生(01833)$可惜昨天收盘前卖掉了[捂脸]

2020-04-21

$春立医疗(01858)$目标50，加油

2019-12-18

$中国飞鹤(06186)$准备7.7上车是不是有些晚？

2019-11-29

$雅高控股(03313)$生活中一毛两毛已经早就没有感觉了，但是在这里一分两分都心惊肉跳[流泪]

2021-02-17

$哔哩哔哩(BILI)$有戏没？

2020-08-21

$中芯国际(00981)$27号能不能再拉起来一波呢？

2020-08-13

$中芯国际(00981)$8.27又有财报？不是6号刚发完财报吗？难道我穿越了？

2020-05-12

$保利物业(06049)$我猜明天涨[得意]

2020-12-17

$美团ADR(MPNGY)$这个是国内的美团吗？没听说什么时候在国外上市的呢？

2020-08-26

$中芯国际(00981)$参与的人越来越多总认为到底了该反弹了结果一次一次的见证新低谷

2020-05-21

$康希诺生物-B(06185)$每天看一下我就想看看这个泡沫什么时候破[呆住]

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23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月18日，热门中概股普跌，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>、<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>跌超8%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超6%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超4%，<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌近4%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/b6d7504a92462ed35d45dace41d1a530\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"HUYA":"虎牙"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109292896","content_text":"2月18日，热门中概股普跌，虎牙、跟谁学跌超8%，小鹏汽车跌超6%，哔哩哔哩跌超4%，网易、拼多多跌近4%，腾讯音乐跌超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385656918,"gmtCreate":1613547682134,"gmtModify":1613547682134,"author":{"id":"3532925633619433","authorId":"3532925633619433","name":"乔哲俊","avatar":"https://static.tigerbbs.com/a178071e657cc3ba78f8cc156b3c2c44","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>有戏没？","listText":"<a 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19:10","market":"hk","language":"zh","title":"康希诺生物科创板发行价格为209.71元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=1123749123","media":"老虎资讯综合","summary":"7月29日，康希诺生物-B 确定本次科创板发行价格为209.71元/股。根据安排，康希诺生物网上路演将于7月30日开启，31日申购，这意味着康希诺生物在科创板上市交易进入倒计时，成为科创板开板以来第一","content":"<p>7月29日，<a href=\"https://laohu8.com/S/06185\">康希诺生物-B</a> 确定本次科创板发行价格为209.71元/股。</p><p>根据安排，康希诺生物网上路演将于7月30日开启，31日申购，这意味着康希诺生物在科创板上市交易进入倒计时，成为科创板开板以来第一只A+H的疫苗股。</p><p>据悉，康希诺生物此次公开发行股票不超过2480万股，发行完成后公开发行的股份占公司股份总股本的比例为10.02%。</p><p>上市前5次融资，登陆中国香港市场，回归科创板，意味着康希诺生物持续获得资本市场认可。</p><p>一名不愿具名的某大型基金打新团队负责人表示，对照全球疫苗行业寡头垄断的竞争格局，康希诺生物将成为A股稀缺标的，未来其科创板首发会积极参与认购。康希诺生物的研发实力来自于多年的累积，其研发产品管线包含的结合疫苗、组分疫苗，都承担着中国疫苗市场升级换代的重任。同时，国家药监局审核查验中心网站已披露公司的MCV2将迎来药品注册现场检查。相信随着公司重磅产品的陆续上市，其价值会逐步兑现。</p><p><b>四大领先核心技术平台，疫苗产品线丰富</b></p><p>康希诺生物是一家致力于研发、生产与销售的创新型疫苗企业。经过十余年钻研，康希诺生物在疫苗研发和生产领域逐步建立起四个领先的核心技术平台：“多糖蛋白结合技术”、“蛋白结构设计和重组技术”、“腺病毒载体疫苗技术”和“制剂技术”，而这些业内领先的关键技术将保证公司未来拥有可持续性的创新疫苗研发能力。</p><p>凭借上述技术平台，公司构建和发展了丰富的产品管线。在产品线方面，目前，康希诺生物开展了针对预防脑膜炎、埃博拉病毒病、百白破、肺炎、结核病、新型冠状病毒肺炎等13个适应症的16种创新疫苗产品的研发。在科研成果方面，康希诺生物围绕关键技术在境内外取得19项授权发明专利。</p><p>其中，最早让康希诺生物闻名业内的是重组埃博拉病毒病疫苗（Ad5-EBOV）的成功研制。该疫苗是亚洲第一个获批准的埃博拉病毒病疫苗，仅用三年就将该疫苗由概念转化为获批准产品，展示出其突出的技术研发能力。</p><p>值得一提的是，康希诺生物两款脑膜炎球菌结合疫苗（MCV2、MCV4）上市在即，其中在研的MCV4目前获得NDA受理并进入优先审评，有望成为国内第一个获批的MCV4疫苗，该产品预期于2020年获得上市批准。</p><p>康希诺生物一直注重研发的投入，研发投入逐年加大。招股书显示，2017至2019年康希诺的研发投入分别达到0.89亿元、1.24亿元、1.58亿元，并且公司预计2020年至2022年还将投入9亿元至12亿元。</p><p>在康希诺生物推进的多项疫苗研发中，新冠疫苗无疑是最受关注的。</p><p>康希诺生物不负众望，7月20日，全球医学界权威论文期刊《柳叶刀》（TheLancet）公布了全球首个重组新型冠状病毒疫苗（Ad5-nCoV）的II期临床试验数据，结果显示该疫苗安全，一针接种即可引起显著免疫反应，支持该疫苗进入III期有效性研究。该款名为Ad5-nCoV的疫苗已于6月25日获得军队特需药品批件。</p><p><b>拟募资10亿元加码产能建设，未来具有较大成长空间</b></p><p>根据康希诺生物在科创板的问询回复函中披露：“疫苗的生产流程复杂，生产条件苛刻，生产成本大，生产周期长，且国家对于疫苗生产的监管非常严格，根据疫苗管理法的规定，疫苗企业应当具备疫苗生产能力，超出疫苗生产能力确需委托生产的，应当经国务院药品监督管理部门批准。故疫苗企业想要长期发展，均需提前自建生产厂房和车间，生产厂房和车间的建成时间需和公司疫苗研发进度和拟上市销售进度相匹配。”</p><p>招股书显示，康希诺生物拟募资10亿元，将主要投向生产基地建设、在研疫苗开发、冷链物流建设等项目。其中，将A股半数以上募集资金5.5亿元投入生产基地二期建设，为继MCV之后的其他临近商业化产品提前布局。</p><p>康希诺生物表示，公司将以此次新股发行上市为契机，通过募资，专注研发生产和商业化符合中国及国际质量标准的创新疫苗。</p><p>中信建投研究报告认为，康希诺生物作为国内疫苗领域最优秀的创新企业之一，管理层优秀、技术平台领先，即将迎来重磅产品商业化，考虑到公司的研发管线，未来具有较大成长空间。</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>康希诺生物科创板发行价格为209.71元/股</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; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n康希诺生物科创板发行价格为209.71元/股\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\">2020-07-29 19:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月29日，<a href=\"https://laohu8.com/S/06185\">康希诺生物-B</a> 确定本次科创板发行价格为209.71元/股。</p><p>根据安排，康希诺生物网上路演将于7月30日开启，31日申购，这意味着康希诺生物在科创板上市交易进入倒计时，成为科创板开板以来第一只A+H的疫苗股。</p><p>据悉，康希诺生物此次公开发行股票不超过2480万股，发行完成后公开发行的股份占公司股份总股本的比例为10.02%。</p><p>上市前5次融资，登陆中国香港市场，回归科创板，意味着康希诺生物持续获得资本市场认可。</p><p>一名不愿具名的某大型基金打新团队负责人表示，对照全球疫苗行业寡头垄断的竞争格局，康希诺生物将成为A股稀缺标的，未来其科创板首发会积极参与认购。康希诺生物的研发实力来自于多年的累积，其研发产品管线包含的结合疫苗、组分疫苗，都承担着中国疫苗市场升级换代的重任。同时，国家药监局审核查验中心网站已披露公司的MCV2将迎来药品注册现场检查。相信随着公司重磅产品的陆续上市，其价值会逐步兑现。</p><p><b>四大领先核心技术平台，疫苗产品线丰富</b></p><p>康希诺生物是一家致力于研发、生产与销售的创新型疫苗企业。经过十余年钻研，康希诺生物在疫苗研发和生产领域逐步建立起四个领先的核心技术平台：“多糖蛋白结合技术”、“蛋白结构设计和重组技术”、“腺病毒载体疫苗技术”和“制剂技术”，而这些业内领先的关键技术将保证公司未来拥有可持续性的创新疫苗研发能力。</p><p>凭借上述技术平台，公司构建和发展了丰富的产品管线。在产品线方面，目前，康希诺生物开展了针对预防脑膜炎、埃博拉病毒病、百白破、肺炎、结核病、新型冠状病毒肺炎等13个适应症的16种创新疫苗产品的研发。在科研成果方面，康希诺生物围绕关键技术在境内外取得19项授权发明专利。</p><p>其中，最早让康希诺生物闻名业内的是重组埃博拉病毒病疫苗（Ad5-EBOV）的成功研制。该疫苗是亚洲第一个获批准的埃博拉病毒病疫苗，仅用三年就将该疫苗由概念转化为获批准产品，展示出其突出的技术研发能力。</p><p>值得一提的是，康希诺生物两款脑膜炎球菌结合疫苗（MCV2、MCV4）上市在即，其中在研的MCV4目前获得NDA受理并进入优先审评，有望成为国内第一个获批的MCV4疫苗，该产品预期于2020年获得上市批准。</p><p>康希诺生物一直注重研发的投入，研发投入逐年加大。招股书显示，2017至2019年康希诺的研发投入分别达到0.89亿元、1.24亿元、1.58亿元，并且公司预计2020年至2022年还将投入9亿元至12亿元。</p><p>在康希诺生物推进的多项疫苗研发中，新冠疫苗无疑是最受关注的。</p><p>康希诺生物不负众望，7月20日，全球医学界权威论文期刊《柳叶刀》（TheLancet）公布了全球首个重组新型冠状病毒疫苗（Ad5-nCoV）的II期临床试验数据，结果显示该疫苗安全，一针接种即可引起显著免疫反应，支持该疫苗进入III期有效性研究。该款名为Ad5-nCoV的疫苗已于6月25日获得军队特需药品批件。</p><p><b>拟募资10亿元加码产能建设，未来具有较大成长空间</b></p><p>根据康希诺生物在科创板的问询回复函中披露：“疫苗的生产流程复杂，生产条件苛刻，生产成本大，生产周期长，且国家对于疫苗生产的监管非常严格，根据疫苗管理法的规定，疫苗企业应当具备疫苗生产能力，超出疫苗生产能力确需委托生产的，应当经国务院药品监督管理部门批准。故疫苗企业想要长期发展，均需提前自建生产厂房和车间，生产厂房和车间的建成时间需和公司疫苗研发进度和拟上市销售进度相匹配。”</p><p>招股书显示，康希诺生物拟募资10亿元，将主要投向生产基地建设、在研疫苗开发、冷链物流建设等项目。其中，将A股半数以上募集资金5.5亿元投入生产基地二期建设，为继MCV之后的其他临近商业化产品提前布局。</p><p>康希诺生物表示，公司将以此次新股发行上市为契机，通过募资，专注研发生产和商业化符合中国及国际质量标准的创新疫苗。</p><p>中信建投研究报告认为，康希诺生物作为国内疫苗领域最优秀的创新企业之一，管理层优秀、技术平台领先，即将迎来重磅产品商业化，考虑到公司的研发管线，未来具有较大成长空间。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3153c88188d79bb8182b93c4fdd43636","relate_stocks":{"06185":"康希诺生物"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123749123","content_text":"7月29日，康希诺生物-B 确定本次科创板发行价格为209.71元/股。根据安排，康希诺生物网上路演将于7月30日开启，31日申购，这意味着康希诺生物在科创板上市交易进入倒计时，成为科创板开板以来第一只A+H的疫苗股。据悉，康希诺生物此次公开发行股票不超过2480万股，发行完成后公开发行的股份占公司股份总股本的比例为10.02%。上市前5次融资，登陆中国香港市场，回归科创板，意味着康希诺生物持续获得资本市场认可。一名不愿具名的某大型基金打新团队负责人表示，对照全球疫苗行业寡头垄断的竞争格局，康希诺生物将成为A股稀缺标的，未来其科创板首发会积极参与认购。康希诺生物的研发实力来自于多年的累积，其研发产品管线包含的结合疫苗、组分疫苗，都承担着中国疫苗市场升级换代的重任。同时，国家药监局审核查验中心网站已披露公司的MCV2将迎来药品注册现场检查。相信随着公司重磅产品的陆续上市，其价值会逐步兑现。四大领先核心技术平台，疫苗产品线丰富康希诺生物是一家致力于研发、生产与销售的创新型疫苗企业。经过十余年钻研，康希诺生物在疫苗研发和生产领域逐步建立起四个领先的核心技术平台：“多糖蛋白结合技术”、“蛋白结构设计和重组技术”、“腺病毒载体疫苗技术”和“制剂技术”，而这些业内领先的关键技术将保证公司未来拥有可持续性的创新疫苗研发能力。凭借上述技术平台，公司构建和发展了丰富的产品管线。在产品线方面，目前，康希诺生物开展了针对预防脑膜炎、埃博拉病毒病、百白破、肺炎、结核病、新型冠状病毒肺炎等13个适应症的16种创新疫苗产品的研发。在科研成果方面，康希诺生物围绕关键技术在境内外取得19项授权发明专利。其中，最早让康希诺生物闻名业内的是重组埃博拉病毒病疫苗（Ad5-EBOV）的成功研制。该疫苗是亚洲第一个获批准的埃博拉病毒病疫苗，仅用三年就将该疫苗由概念转化为获批准产品，展示出其突出的技术研发能力。值得一提的是，康希诺生物两款脑膜炎球菌结合疫苗（MCV2、MCV4）上市在即，其中在研的MCV4目前获得NDA受理并进入优先审评，有望成为国内第一个获批的MCV4疫苗，该产品预期于2020年获得上市批准。康希诺生物一直注重研发的投入，研发投入逐年加大。招股书显示，2017至2019年康希诺的研发投入分别达到0.89亿元、1.24亿元、1.58亿元，并且公司预计2020年至2022年还将投入9亿元至12亿元。在康希诺生物推进的多项疫苗研发中，新冠疫苗无疑是最受关注的。康希诺生物不负众望，7月20日，全球医学界权威论文期刊《柳叶刀》（TheLancet）公布了全球首个重组新型冠状病毒疫苗（Ad5-nCoV）的II期临床试验数据，结果显示该疫苗安全，一针接种即可引起显著免疫反应，支持该疫苗进入III期有效性研究。该款名为Ad5-nCoV的疫苗已于6月25日获得军队特需药品批件。拟募资10亿元加码产能建设，未来具有较大成长空间根据康希诺生物在科创板的问询回复函中披露：“疫苗的生产流程复杂，生产条件苛刻，生产成本大，生产周期长，且国家对于疫苗生产的监管非常严格，根据疫苗管理法的规定，疫苗企业应当具备疫苗生产能力，超出疫苗生产能力确需委托生产的，应当经国务院药品监督管理部门批准。故疫苗企业想要长期发展，均需提前自建生产厂房和车间，生产厂房和车间的建成时间需和公司疫苗研发进度和拟上市销售进度相匹配。”招股书显示，康希诺生物拟募资10亿元，将主要投向生产基地建设、在研疫苗开发、冷链物流建设等项目。其中，将A股半数以上募集资金5.5亿元投入生产基地二期建设，为继MCV之后的其他临近商业化产品提前布局。康希诺生物表示，公司将以此次新股发行上市为契机，通过募资，专注研发生产和商业化符合中国及国际质量标准的创新疫苗。中信建投研究报告认为，康希诺生物作为国内疫苗领域最优秀的创新企业之一，管理层优秀、技术平台领先，即将迎来重磅产品商业化，考虑到公司的研发管线，未来具有较大成长空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948472677,"gmtCreate":1595476353199,"gmtModify":1704209120851,"author":{"id":"3532925633619433","authorId":"3532925633619433","name":"乔哲俊","avatar":"https://static.tigerbbs.com/a178071e657cc3ba78f8cc156b3c2c44","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"现在轴是不是出问题了？","listText":"现在轴是不是出问题了？","text":"现在轴是不是出问题了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/948472677","repostId":"2053448792","repostType":2,"repost":{"id":"2053448792","pubTimestamp":1595474031,"share":"https://www.laohu8.com/m/news/2053448792?lang=&edition=full","pubTime":"2020-07-23 11:13","market":"hk","language":"zh","title":"信达证券方竞：中芯国际是半导体发展的“轴”","url":"https://stock-news.laohu8.com/highlight/detail?id=2053448792","media":"每经网","summary":"原标题：信达证券方竞：中芯国际是半导体发展的“轴” 来源：每日经济新闻 每经记者 朱成祥    每经编辑 陈俊杰     在每日经济新闻主办的“聚焦科创新势力，发掘投资新机会”2020科创板开市一周年","content":"<html><body><p>原标题：信达证券方竞：<a href=\"https://laohu8.com/S/00981\">中芯国际</a>是半导体发展的“轴” 来源：每日经济新闻</p><p> 每经记者 朱成祥    每经编辑 陈俊杰     </p><p>在每日经济新闻主办的“聚焦科创新势力，发掘投资新机会”2020科创板开市一周年线上沙龙上，信达证券电子行业首席分析师方竞分享了其对科创板半导体行业发展的看法。</p><p>方竞特别指出：“<a href=\"https://laohu8.com/S/688981\">中芯国际</a>是整个（中国）半导体发展的一个轴，把这个轴做好了，我们相配套的制造、设备、材料公司都能做好。像一些材料公司，比如<a href=\"https://laohu8.com/S/688019\">安集科技</a>，就是因为跟中芯国际的密切配套才实现了国产替代的突破。”</p><div><img src=\"http://k.sinaimg.cn/n/spider2020723/320/w2048h3072/20200723/5f3a-iwtqvyk4557812.jpg/w720fin.jpg\"/><span>信达证券电子行业首席分析师方竞 受访者供图</span></div><p>封测竞争力最强，制造也有突破</p><p>方竞剖析了半导体行业的各个细分领域，他认为从国际竞争力角度分析，目前国内封测业竞争力最强，比如国内封测三巨头<a href=\"https://laohu8.com/S/600584\">长电科技</a>、<a href=\"https://laohu8.com/S/002185\">华天科技</a>、<a href=\"https://laohu8.com/S/002156\">通富微电</a>。“他们（封测三巨头）引领了（国内）封测行业向全球龙头挺进。还有一些封测业非上市公司，比如甬矽电子也很有特色”。</p><p>半导体制造方面，方竞强调了梁孟松的到来对于中芯国际的改变。“在梁孟松到来之前，中芯国际（与<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>）的差距是逐年拉大的。他到来之后，中芯国际的研发采取了“跳代”的方式，直接跳到14nm，往后继续向N+1、N+2发展，可以说中芯国际的快速发展带动了整个半导体产业链的突飞猛进。”</p><p>而中芯国际就如同一根轴，同时带动了国内设备、材料行业的发展。“设备、材料毕竟服务于中芯国际（这类晶圆厂），比如<a href=\"https://laohu8.com/S/688012\">中微公司</a>，比如很多材料行业公司，都是依托于中芯国际发展。”</p><p>“综合来看，封测业比较强大，不管是制造、设备材料、还是设计，我们都有非常长足的空间去提升。”方竞总结道。</p><p>高估值蕴含对未来的期望</p><p>目前，很多投资者认为科创板半导体公司估值相对同行偏高，相对美股、港股同行业企业也偏高。对此，方竞认为：“高（估值）蕴含了投资者对科创板的期望，期望未来这些企业能让中国在各个领域实现自给自足。（资本市场）给这些公司高估值，蕴含了对他们的祝福，也蕴含了对半导体产业发展的信心。”</p><p>另外，方竞也从总市值角度阐释了估值偏高的问题。“（科创板）总市值2.79万亿，占了A股总比例3.59%，科创板有更多的空间发展壮大。”</p><p>截至7月22日，科创板仅有140家上市公司。未来随着越来越多的优秀的半导体公司陆续登陆科创板，是否将对半导体上市公司的估值产生影响？</p><p>对此，方竞表示：“资本市场给部分公司特别高的估值，是基于稀缺性和优质表现。当上市公司增多以后，投资者选择也更多了，到时候投资者会更加理性，从业绩角度给真正优质的公司更高的估值。”</p><p>“只要科创板上市公司越来越多，接下来肯定是一个去泡沫的过程。只要上市公司越来越多，资金也会越来越多，也会让（市场）把真正的资金投入硬科技，投入创新型公司里面。”</p></body></html>","source":"sina_symbol","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>信达证券方竞：中芯国际是半导体发展的“轴”</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; 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n信达证券方竞：中芯国际是半导体发展的“轴”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-23 11:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-07-23/doc-iivhuipn4621171.shtml><strong>每经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：信达证券方竞：中芯国际是半导体发展的“轴” 来源：每日经济新闻 每经记者 朱成祥    每经编辑 陈俊杰     在每日经济新闻主办的“聚焦科创新势力，发掘投资新机会”2020科创板开市一周年线上沙龙上，信达证券电子行业首席分析师方竞分享了其对科创板半导体行业发展的看法。方竞特别指出：“中芯国际是整个（中国）半导体发展的一个轴，把这个轴做好了，我们相配套的制造、设备、材料公司都能做好。像...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-07-23/doc-iivhuipn4621171.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{"688981":"中芯国际","002185":"华天科技","00981":"中芯国际"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-07-23/doc-iivhuipn4621171.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2053448792","content_text":"原标题：信达证券方竞：中芯国际是半导体发展的“轴” 来源：每日经济新闻 每经记者 朱成祥    每经编辑 陈俊杰     在每日经济新闻主办的“聚焦科创新势力，发掘投资新机会”2020科创板开市一周年线上沙龙上，信达证券电子行业首席分析师方竞分享了其对科创板半导体行业发展的看法。方竞特别指出：“中芯国际是整个（中国）半导体发展的一个轴，把这个轴做好了，我们相配套的制造、设备、材料公司都能做好。像一些材料公司，比如安集科技，就是因为跟中芯国际的密切配套才实现了国产替代的突破。”信达证券电子行业首席分析师方竞 受访者供图封测竞争力最强，制造也有突破方竞剖析了半导体行业的各个细分领域，他认为从国际竞争力角度分析，目前国内封测业竞争力最强，比如国内封测三巨头长电科技、华天科技、通富微电。“他们（封测三巨头）引领了（国内）封测行业向全球龙头挺进。还有一些封测业非上市公司，比如甬矽电子也很有特色”。半导体制造方面，方竞强调了梁孟松的到来对于中芯国际的改变。“在梁孟松到来之前，中芯国际（与台积电、三星）的差距是逐年拉大的。他到来之后，中芯国际的研发采取了“跳代”的方式，直接跳到14nm，往后继续向N+1、N+2发展，可以说中芯国际的快速发展带动了整个半导体产业链的突飞猛进。”而中芯国际就如同一根轴，同时带动了国内设备、材料行业的发展。“设备、材料毕竟服务于中芯国际（这类晶圆厂），比如中微公司，比如很多材料行业公司，都是依托于中芯国际发展。”“综合来看，封测业比较强大，不管是制造、设备材料、还是设计，我们都有非常长足的空间去提升。”方竞总结道。高估值蕴含对未来的期望目前，很多投资者认为科创板半导体公司估值相对同行偏高，相对美股、港股同行业企业也偏高。对此，方竞认为：“高（估值）蕴含了投资者对科创板的期望，期望未来这些企业能让中国在各个领域实现自给自足。（资本市场）给这些公司高估值，蕴含了对他们的祝福，也蕴含了对半导体产业发展的信心。”另外，方竞也从总市值角度阐释了估值偏高的问题。“（科创板）总市值2.79万亿，占了A股总比例3.59%，科创板有更多的空间发展壮大。”截至7月22日，科创板仅有140家上市公司。未来随着越来越多的优秀的半导体公司陆续登陆科创板，是否将对半导体上市公司的估值产生影响？对此，方竞表示：“资本市场给部分公司特别高的估值，是基于稀缺性和优质表现。当上市公司增多以后，投资者选择也更多了，到时候投资者会更加理性，从业绩角度给真正优质的公司更高的估值。”“只要科创板上市公司越来越多，接下来肯定是一个去泡沫的过程。只要上市公司越来越多，资金也会越来越多，也会让（市场）把真正的资金投入硬科技，投入创新型公司里面。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948157771,"gmtCreate":1595301353193,"gmtModify":1704208423630,"author":{"id":"3532925633619433","authorId":"3532925633619433","name":"乔哲俊","avatar":"https://static.tigerbbs.com/a178071e657cc3ba78f8cc156b3c2c44","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>下次再长就是财报了吧？","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>下次再长就是财报了吧？","text":"$中芯国际(00981)$下次再长就是财报了吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/948157771","isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941881703,"gmtCreate":1594865099902,"gmtModify":1704207142919,"author":{"id":"3532925633619433","authorId":"3532925633619433","name":"乔哲俊","avatar":"https://static.tigerbbs.com/a178071e657cc3ba78f8cc156b3c2c44","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>挂单80卖出，不看了[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>挂单80卖出，不看了[流泪]&nbsp;","text":"$中芯国际(00981)$挂单80卖出，不看了[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/941881703","isVote":1,"tweetType":1,"viewCount":1802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941922584,"gmtCreate":1594777598548,"gmtModify":1704206769453,"author":{"id":"3532925633619433","authorId":"3532925633619433","name":"乔哲俊","avatar":"https://static.tigerbbs.com/a178071e657cc3ba78f8cc156b3c2c44","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"太扯","listText":"太扯","text":"太扯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941922584","repostId":"2051403058","repostType":2,"repost":{"id":"2051403058","pubTimestamp":1594776602,"share":"https://www.laohu8.com/m/news/2051403058?lang=&edition=full","pubTime":"2020-07-15 09:30","market":"hk","language":"zh","title":"<52周新高> 中芯国际(00981)涨7.00%，现报44.700元，创52周新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2051403058","media":"凤凰网港股","summary":"凤凰网港股| 截至09:30 中芯国际(00981)较昨收价涨7.00%，现报44.700元，创52周新高；成交量515.56万股，成交额22794.77万港元。","content":"<html><body><article><p>凤凰网港股| 截至09:30 <a href=\"https://laohu8.com/S/00981\">中芯国际</a>(00981)较昨收价涨7.00%，现报44.700元，创52周新高；成交量515.56万股，成交额22794.77万港元。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title><52周新高> 中芯国际(00981)涨7.00%，现报44.700元，创52周新高</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007150930467b1b96f8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"00981":"中芯国际"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007150930467b1b96f8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2051403058","content_text":"凤凰网港股| 截至09:30 中芯国际(00981)较昨收价涨7.00%，现报44.700元，创52周新高；成交量515.56万股，成交额22794.77万港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943619197,"gmtCreate":1594607289819,"gmtModify":1704205917384,"author":{"id":"3532925633619433","authorId":"3532925633619433","name":"乔哲俊","avatar":"https://static.tigerbbs.com/a178071e657cc3ba78f8cc156b3c2c44","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>还没有发力啊，慢慢来！两个月80等你[龇牙]&nbsp;","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>还没有发力啊，慢慢来！两个月80等你[龇牙]&nbsp;","text":"$中芯国际(00981)$还没有发力啊，慢慢来！两个月80等你[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/943619197","isVote":1,"tweetType":1,"viewCount":2580,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473907780236173","authorId":"3473907780236173","name":"calphy","avatar":"https://static.tigerbbs.com/a44a774fe74668287abe5f7dfe199a16","crmLevel":2,"crmLevelSwitch":0},"content":"这样慢慢涨才健康吧","text":"这样慢慢涨才健康吧","html":"这样慢慢涨才健康吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943157054,"gmtCreate":1594426282978,"gmtModify":1704205714618,"author":{"id":"3532925633619433","authorId":"3532925633619433","name":"乔哲俊","avatar":"https://static.tigerbbs.com/a178071e657cc3ba78f8cc156b3c2c44","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"三年需要104亿，和蔚来得到的授信额度相等！好巧[呆住]&nbsp;啥时候上市，考虑弄点[害羞]&nbsp;","listText":"三年需要104亿，和蔚来得到的授信额度相等！好巧[呆住]&nbsp;啥时候上市，考虑弄点[害羞]&nbsp;","text":"三年需要104亿，和蔚来得到的授信额度相等！好巧[呆住] 啥时候上市，考虑弄点[害羞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943157054","repostId":"1121063504","repostType":4,"repost":{"id":"1121063504","pubTimestamp":1594425631,"share":"https://www.laohu8.com/m/news/1121063504?lang=&edition=full","pubTime":"2020-07-11 08:00","market":"us","language":"zh","title":"理想汽车赴美IPO：计划至多募资1亿美元，李想持股25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121063504","media":"澎湃新闻","summary":"当地时间7月10日，理想汽车已向美国证券交易委员会（SEC）递交了上市申请。理想汽车创始人李想招股书显示，理想汽车将至多募集1亿美元，证券代码为Li。理想汽车创始人李想是理想汽车的最大自然人股东，持有","content":"<div>\n<p>当地时间7月10日，理想汽车已向美国证券交易委员会（SEC）递交了上市申请。理想汽车创始人李想招股书显示，理想汽车将至多募集1亿美元，证券代码为Li。理想汽车创始人李想是理想汽车的最大自然人股东，持有约3.56亿股，约占总股本的25.1%，拥有70.3%的投票权。2020年第一季度，理想汽车实现营收8.52亿元人民币，净亏损9148.6万元人民币，现金流10.5亿元人民币。理想汽车表示，募集来的新...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_8216502\">Web Link</a>\n\n</div>\n","source":"pengpai_highlight","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2020-07-11 08:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.thepaper.cn/newsDetail_forward_8216502><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间7月10日，理想汽车已向美国证券交易委员会（SEC）递交了上市申请。理想汽车创始人李想招股书显示，理想汽车将至多募集1亿美元，证券代码为Li。理想汽车创始人李想是理想汽车的最大自然人股东，持有约3.56亿股，约占总股本的25.1%，拥有70.3%的投票权。2020年第一季度，理想汽车实现营收8.52亿元人民币，净亏损9148.6万元人民币，现金流10.5亿元人民币。理想汽车表示，募集来的新...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_8216502\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{".IXIC":"NASDAQ 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tg-height=\"720\"></p><p>本次与蔚来中国签署战略合作协议的包括：中国建设银行安徽省分行、中国工商银行安徽省分行、中国银行安徽省分行、中国农业银行安徽省分行、兴业银行合肥分行和招商银行合肥分行。</p><p>蔚来汽车董事长李斌表示，银企战略合作的签约将加快蔚来中国总部的建设与业务发展。下一步，蔚来将增加合肥团队规模，并深化与本地供应链的合作。</p><p>此前，蔚来公布了2020年6月交付数据。蔚来在6月交付3740台，继5月破纪录后再创月度新高。自3月以来，蔚来已连续四个月实现环比上涨，6月交付数同比增长179%。蔚来二季度交付10331台，首次实现单季交付数破万。</p><p>而在融资方面，6月29日，蔚来披露合肥战略投资协议重大进展，称已按计划实质性完成注资，其中战略投资人注入48亿元人民币，蔚来注入25.56亿元人民币。2020年以来，蔚来融资效率显著提升，在2月6日、14日及3月5日累计进行了4.35亿美金的融资。此后6月15日，蔚来公告其已按每股5.95美元的价格完成7200万股的增发，同时还发行了1080万股30天有效的额外认购权，累计8280万股。至此，蔚来今年完成了近9.27亿美元的融资。加上蔚来中国项目的48亿人民币，蔚来今年累计融资超100亿人民币。</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>蔚来中国签署银企战略合作协议，获104亿元综合授信</title>\n<style 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10:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月10日，蔚来中国与建行、工行、中行、农行、兴业、招行举行了银企战略合作签约仪式，六家银行将向蔚来中国提供104亿元人民币综合授信，以支持蔚来中国业务的运营与发展。</p><p><img src=\"https://static.tigerbbs.com/02e673f266553f7ee41867172709ea81\" tg-width=\"1280\" tg-height=\"720\"></p><p>本次与蔚来中国签署战略合作协议的包括：中国建设银行安徽省分行、中国工商银行安徽省分行、中国银行安徽省分行、中国农业银行安徽省分行、兴业银行合肥分行和招商银行合肥分行。</p><p>蔚来汽车董事长李斌表示，银企战略合作的签约将加快蔚来中国总部的建设与业务发展。下一步，蔚来将增加合肥团队规模，并深化与本地供应链的合作。</p><p>此前，蔚来公布了2020年6月交付数据。蔚来在6月交付3740台，继5月破纪录后再创月度新高。自3月以来，蔚来已连续四个月实现环比上涨，6月交付数同比增长179%。蔚来二季度交付10331台，首次实现单季交付数破万。</p><p>而在融资方面，6月29日，蔚来披露合肥战略投资协议重大进展，称已按计划实质性完成注资，其中战略投资人注入48亿元人民币，蔚来注入25.56亿元人民币。2020年以来，蔚来融资效率显著提升，在2月6日、14日及3月5日累计进行了4.35亿美金的融资。此后6月15日，蔚来公告其已按每股5.95美元的价格完成7200万股的增发，同时还发行了1080万股30天有效的额外认购权，累计8280万股。至此，蔚来今年完成了近9.27亿美元的融资。加上蔚来中国项目的48亿人民币，蔚来今年累计融资超100亿人民币。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02e673f266553f7ee41867172709ea81","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167990082","content_text":"7月10日，蔚来中国与建行、工行、中行、农行、兴业、招行举行了银企战略合作签约仪式，六家银行将向蔚来中国提供104亿元人民币综合授信，以支持蔚来中国业务的运营与发展。本次与蔚来中国签署战略合作协议的包括：中国建设银行安徽省分行、中国工商银行安徽省分行、中国银行安徽省分行、中国农业银行安徽省分行、兴业银行合肥分行和招商银行合肥分行。蔚来汽车董事长李斌表示，银企战略合作的签约将加快蔚来中国总部的建设与业务发展。下一步，蔚来将增加合肥团队规模，并深化与本地供应链的合作。此前，蔚来公布了2020年6月交付数据。蔚来在6月交付3740台，继5月破纪录后再创月度新高。自3月以来，蔚来已连续四个月实现环比上涨，6月交付数同比增长179%。蔚来二季度交付10331台，首次实现单季交付数破万。而在融资方面，6月29日，蔚来披露合肥战略投资协议重大进展，称已按计划实质性完成注资，其中战略投资人注入48亿元人民币，蔚来注入25.56亿元人民币。2020年以来，蔚来融资效率显著提升，在2月6日、14日及3月5日累计进行了4.35亿美金的融资。此后6月15日，蔚来公告其已按每股5.95美元的价格完成7200万股的增发，同时还发行了1080万股30天有效的额外认购权，累计8280万股。至此，蔚来今年完成了近9.27亿美元的融资。加上蔚来中国项目的48亿人民币，蔚来今年累计融资超100亿人民币。","news_type":1},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944225218,"gmtCreate":1597046503734,"gmtModify":1704214116804,"author":{"id":"3532925633619433","authorId":"3532925633619433","name":"乔哲俊","avatar":"https://static.tigerbbs.com/a178071e657cc3ba78f8cc156b3c2c44","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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