我的鸡八岁了的个人主页 - 老虎社区

我的鸡八岁了

我的鸡八岁了

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IP属地：四川

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我的鸡八岁了

2021-11-18

该坠落了[财迷]

我的鸡八岁了

2021-11-17

$Roblox Corporation(RBLX)$本周到140问题不大吧[龇牙] [龇牙] [龇牙]

我的鸡八岁了

2021-11-02

$安飞士(CAR)$没意思啦一下就没了没有当年wsb的风采！

我的鸡八岁了

2021-11-02

$安飞士(CAR)$可能逼空到1000左右

我的鸡八岁了

2021-10-05

$Camber Energy(CEI)$刺激呀空头补完空单就开始砸盘

我的鸡八岁了

2021-09-29

这篇文章不错，转发给大家看看

绝对不是危言耸听！限电对半导体的影响如此之大

我的鸡八岁了

2021-09-28

$New Concept Energy Inc(GBR)$冲冲冲天然气行情十倍不是梦

我的鸡八岁了

2021-09-23

$微美全息(WIMI)$杀猪盘

我的鸡八岁了

2021-09-23

$微美全息(WIMI)$坑爹啊杀猪盘

我的鸡八岁了

2021-09-16

这篇文章不错，转发给大家看看

@岩松投研圈:光伏玻璃攻伐战：旗滨集团二次成长

我的鸡八岁了

2021-09-14

这篇文章不错，转发给大家看看

没了30%的苹果税，苹果还能维持高营收吗？

我的鸡八岁了

2021-07-29

$滴滴(DIDI)$@陈友谅问问你哥咋说？

我的鸡八岁了

2021-07-29

$好未来(TAL)$ 我让陈友谅算了一下今天会摸10元

我的鸡八岁了

2021-07-28

$好未来(TAL)$年内20，立贴为证

我的鸡八岁了

2021-07-27

$好未来(TAL)$$新东方(EDU)$历史低点已现，立贴为证，再跌领导木有小唧唧

我的鸡八岁了

2021-07-26

$新东方(EDU)$这个价格抄底不亏 70000员工怎么遣散维稳第一

我的鸡八岁了

2021-05-04

$中远海控(01919)$恭喜里面的朋友

我的鸡八岁了

2021-03-23

$快手-W(01024)$明天见250[笑哭] [笑哭]

我的鸡八岁了

2021-02-18

$慧择控股(HUIZ)$目标50亿刀

我的鸡八岁了

2021-02-18

$A50指数主连(CNmain)$ 新年礼物？就这？

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href=\"https://laohu8.com/S/CAR\">$安飞士(CAR)$</a>没意思 啦一下就没了 没有当年wsb的风采！","text":"$安飞士(CAR)$没意思 啦一下就没了 没有当年wsb的风采！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841916285","isVote":1,"tweetType":1,"viewCount":1418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841901234,"gmtCreate":1635866087080,"gmtModify":1635866087080,"author":{"id":"3539819406347218","authorId":"3539819406347218","name":"我的鸡八岁了","avatar":"https://static.tigerbbs.com/14d3bfbaeba64ceb6cc7bd79c2d89d20","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAR\">$安飞士(CAR)$</a>可能逼空到1000左右","listText":"<a href=\"https://laohu8.com/S/CAR\">$安飞士(CAR)$</a>可能逼空到1000左右","text":"$安飞士(CAR)$可能逼空到1000左右","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841901234","isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829910231,"gmtCreate":1633449499902,"gmtModify":1633449499902,"author":{"id":"3539819406347218","authorId":"3539819406347218","name":"我的鸡八岁了","avatar":"https://static.tigerbbs.com/14d3bfbaeba64ceb6cc7bd79c2d89d20","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CEI\">$Camber Energy(CEI)$</a>刺激呀 空头补完空单就开始砸盘","listText":"<a href=\"https://laohu8.com/S/CEI\">$Camber Energy(CEI)$</a>刺激呀 空头补完空单就开始砸盘","text":"$Camber Energy(CEI)$刺激呀 空头补完空单就开始砸盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829910231","isVote":1,"tweetType":1,"viewCount":2203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862154907,"gmtCreate":1632847937115,"gmtModify":1632847937115,"author":{"id":"3539819406347218","authorId":"3539819406347218","name":"我的鸡八岁了","avatar":"https://static.tigerbbs.com/14d3bfbaeba64ceb6cc7bd79c2d89d20","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862154907","repostId":"2170754896","repostType":4,"repost":{"id":"2170754896","pubTimestamp":1632812243,"share":"https://www.laohu8.com/m/news/2170754896?lang=&edition=full","pubTime":"2021-09-28 14:57","market":"us","language":"zh","title":"绝对不是危言耸听！限电对半导体的影响如此之大","url":"https://stock-news.laohu8.com/highlight/detail?id=2170754896","media":"芯谋研究","summary":"企业需要增加风险防控能力","content":"<p>近来多地拉闸断电，很多半导体企业竟然也被无差别地执行拉闸停工。这显然是对“能耗双控”国策，对发展半导体产业的国策的双重误读。这种运动式“减碳”已被政治局会议点名批评，正如人民日报旗下的侠客岛所说，“一刀切”要求企业停产、限产，后患无穷。</p>\n<p>电力短缺叠加能耗大考，地方确实多有难处，但作为半导体产业智库，芯谋研究认为介于半导体产业在经济命脉中所起的核心作用，但凡有一点可能，断电时应该对半导体企业区别对待。</p>\n<p>影响非同小可</p>\n<p>首先，<b>半导体不是想关就关，想开就开的寻常产业。</b></p>\n<p>“卡脖子”一词极为形象地概括了目前半导体于中国生死系之的重要地位，它与人类共同命运攸关的“能耗双控”相比，至少是同等重要的。国家有严格的界定，“能耗双控”的是螺纹钢、黄磷、电解铝、建材、煤电等高耗能低端产业。说实话，很多生产型的半导体项目确实是用电、用水大户，如果不看半导体项目的重要性，关停半导体项目确实挺省电的，但脖子还要不要？</p>\n<p>区区一次半导体企停电停工，后果有这么严重吗？此次关停，确实后果严重。半导体制造与封测企业，产线长年连续运转，设备一年只停一次用来检修维护，这就是所谓的岁休。因为关停一次，对设备的损耗与寿命有重大影响，设备重启先要用试验芯片测试设备稳定性，然后用生产芯片小批量再测试一遍。</p>\n<p>由于产线整体停机，需要对产线上的每台设备都做测试，这是一个大工程，算上准备物料等环节，全厂至少要折腾大半个星期才能重启产线。关机时还会对Wafer造成损害。这些企业宁可人工三班倒，也不敢停机器。所以半导体企业关停一次是很严重的事，绝对没有外界想象得那么简单。</p>\n<p>雪上加霜的是，年底是电子消费品旺季，中国是全球手机制造中心，华为、小米、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>这些企业刚刚发布新品，现在是半导体企业一年中最为繁忙的时候，是足金足赤的金九银十。打个比方来说，现在就是半导体企业的双抢季节。这个时候却把人家电给断了，后果自然严重。</p>\n<p><b>再进一步，由于产能短缺，半导体供应不足已经严重影响经济整体运行。</b>以汽车芯片为例，上游芯片短缺，汽车作为国民经济支柱产业已经严重受到影响，很多大型汽车制造企业已经停产。芯片企业被拉闸停电，整个生产链就更加严峻，其影响一层层向下游传递，在乘数效应下其影响被十倍几十倍地放大。这根本就不是今天关停，明天加班再追回来的概念。</p>\n<p>再反过来说，今年产能短缺，是中国半导体产业几十年一遇的绝好机会，很多进不了供应链的企业，终于有机会进入主流供应链。毫不夸张地说，对很多企业，今年一年抵得上以往十年。损失这种倍增机会，怎么不叫人痛心。</p>\n<p><b>最后，全球疫情肆虐已经两年，全球供应链七零八落，唯有中国在稳定运转，是全世界的定海神针。</b>这是中国制造能力无与伦比的成就，也意味无尽的新增订单正向中国飞来。但就因为有些地方对国家政策的曲解而打破金身，这损失会有多大？</p>\n<p>统筹规划半导体企业耗能</p>\n<p>当下是产业旺季，半导体企业承受着出货压力，在加班加点进行赶工，此时粗暴式的限电会对半导体企业造成非常大的损失。与其他类别企业相比，半导体企业具有特殊性，停工并非简单的停工，所以应该对产业链进行分环节管控，不同的企业采取不同的做法，对能耗进行更精细化管控，而非简单粗暴的“一刀切”。</p>\n<p>产业相关主管部门在能源规划时，应对当地产业链进行充分的调研和整体考量，根据产业链上下游缺料和产能具体情况，排出一个合理的生产顺序，与同级节能主管部门做好统筹衔接，进行整体的考量，通过正面协调，来保障重要产业链的生产。不搞特殊袭击，给予特殊的规模半导体企业一定豁免权。</p>\n<p>对于企业来讲，面对招商引资时，将会重点考虑地区对企业能耗的要求。此前，为了推进地区半导体产业发展，设立“链长制”，用以统筹各地区、各部门对产业链的合作共治。如今地区半导体企业用电都无法得到保障，“链长”体现在哪里？一心要给规模半导体企业搞配套，如果没有电，配套从何谈起？这本身也是压力，是备受考验的时期。企业到地方投资，要通盘考量地方能耗水平，供应链管理能力。</p>\n<p>同时，<b>企业需要增加风险防控能力</b>。当下影响半导体发展的因素纷繁复杂，产能紧张、疫情反复、复杂的国际关系等都会让半导体企业遭受困难。再加之无常的自然环境挑战，企业还要面临突如其来的天灾。此时，企业需要做好风险管理，建立预案，在挑战来临时将损失降到最低。半导体的市场不仅是技术的比拼，也是韧性的对决。</p>\n<p>结语</p>\n<p>如今的国际竞争中，半导体处于重要地位，产能的短缺已经严重影响经济，汽车芯片就是典型例子。拉闸限电毫无疑问会对半导体产业造成一定影响，被限电的企业无疑只能选择配合政策要求。</p>\n<p>给半导体产业减压是我们需要认真思考的问题，面对限电难题，应该全局统筹，给予半导体产业一定豁免权。企业也需要从自身出发，增加风险管控能力。我们坚信，在政府和企业齐心协力共同努力的前提下，中国半导体企业一定更具韧性，中国半导体产业也一定会创造奇迹。</p>","source":"lsy1632811946194","collect":0,"html":"<!DOCTYPE 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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绝对不是危言耸听！限电对半导体的影响如此之大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-28 14:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/459948.html><strong>芯谋研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近来多地拉闸断电，很多半导体企业竟然也被无差别地执行拉闸停工。这显然是对“能耗双控”国策，对发展半导体产业的国策的双重误读。这种运动式“减碳”已被政治局会议点名批评，正如人民日报旗下的侠客岛所说，“一刀切”要求企业停产、限产，后患无穷。\n电力短缺叠加能耗大考，地方确实多有难处，但作为半导体产业智库，芯谋研究认为介于半导体产业在经济命脉中所起的核心作用，但凡有一点可能，断电时应该对半导体企业区别对待...</p>\n\n<a href=\"https://www.huxiu.com/article/459948.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aedb71ee7cc3962bc07bd80f3874226e","relate_stocks":{"688981":"中芯国际"},"source_url":"https://www.huxiu.com/article/459948.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170754896","content_text":"近来多地拉闸断电，很多半导体企业竟然也被无差别地执行拉闸停工。这显然是对“能耗双控”国策，对发展半导体产业的国策的双重误读。这种运动式“减碳”已被政治局会议点名批评，正如人民日报旗下的侠客岛所说，“一刀切”要求企业停产、限产，后患无穷。\n电力短缺叠加能耗大考，地方确实多有难处，但作为半导体产业智库，芯谋研究认为介于半导体产业在经济命脉中所起的核心作用，但凡有一点可能，断电时应该对半导体企业区别对待。\n影响非同小可\n首先，半导体不是想关就关，想开就开的寻常产业。\n“卡脖子”一词极为形象地概括了目前半导体于中国生死系之的重要地位，它与人类共同命运攸关的“能耗双控”相比，至少是同等重要的。国家有严格的界定，“能耗双控”的是螺纹钢、黄磷、电解铝、建材、煤电等高耗能低端产业。说实话，很多生产型的半导体项目确实是用电、用水大户，如果不看半导体项目的重要性，关停半导体项目确实挺省电的，但脖子还要不要？\n区区一次半导体企停电停工，后果有这么严重吗？此次关停，确实后果严重。半导体制造与封测企业，产线长年连续运转，设备一年只停一次用来检修维护，这就是所谓的岁休。因为关停一次，对设备的损耗与寿命有重大影响，设备重启先要用试验芯片测试设备稳定性，然后用生产芯片小批量再测试一遍。\n由于产线整体停机，需要对产线上的每台设备都做测试，这是一个大工程，算上准备物料等环节，全厂至少要折腾大半个星期才能重启产线。关机时还会对Wafer造成损害。这些企业宁可人工三班倒，也不敢停机器。所以半导体企业关停一次是很严重的事，绝对没有外界想象得那么简单。\n雪上加霜的是，年底是电子消费品旺季，中国是全球手机制造中心，华为、小米、苹果这些企业刚刚发布新品，现在是半导体企业一年中最为繁忙的时候，是足金足赤的金九银十。打个比方来说，现在就是半导体企业的双抢季节。这个时候却把人家电给断了，后果自然严重。\n再进一步，由于产能短缺，半导体供应不足已经严重影响经济整体运行。以汽车芯片为例，上游芯片短缺，汽车作为国民经济支柱产业已经严重受到影响，很多大型汽车制造企业已经停产。芯片企业被拉闸停电，整个生产链就更加严峻，其影响一层层向下游传递，在乘数效应下其影响被十倍几十倍地放大。这根本就不是今天关停，明天加班再追回来的概念。\n再反过来说，今年产能短缺，是中国半导体产业几十年一遇的绝好机会，很多进不了供应链的企业，终于有机会进入主流供应链。毫不夸张地说，对很多企业，今年一年抵得上以往十年。损失这种倍增机会，怎么不叫人痛心。\n最后，全球疫情肆虐已经两年，全球供应链七零八落，唯有中国在稳定运转，是全世界的定海神针。这是中国制造能力无与伦比的成就，也意味无尽的新增订单正向中国飞来。但就因为有些地方对国家政策的曲解而打破金身，这损失会有多大？\n统筹规划半导体企业耗能\n当下是产业旺季，半导体企业承受着出货压力，在加班加点进行赶工，此时粗暴式的限电会对半导体企业造成非常大的损失。与其他类别企业相比，半导体企业具有特殊性，停工并非简单的停工，所以应该对产业链进行分环节管控，不同的企业采取不同的做法，对能耗进行更精细化管控，而非简单粗暴的“一刀切”。\n产业相关主管部门在能源规划时，应对当地产业链进行充分的调研和整体考量，根据产业链上下游缺料和产能具体情况，排出一个合理的生产顺序，与同级节能主管部门做好统筹衔接，进行整体的考量，通过正面协调，来保障重要产业链的生产。不搞特殊袭击，给予特殊的规模半导体企业一定豁免权。\n对于企业来讲，面对招商引资时，将会重点考虑地区对企业能耗的要求。此前，为了推进地区半导体产业发展，设立“链长制”，用以统筹各地区、各部门对产业链的合作共治。如今地区半导体企业用电都无法得到保障，“链长”体现在哪里？一心要给规模半导体企业搞配套，如果没有电，配套从何谈起？这本身也是压力，是备受考验的时期。企业到地方投资，要通盘考量地方能耗水平，供应链管理能力。\n同时，企业需要增加风险防控能力。当下影响半导体发展的因素纷繁复杂，产能紧张、疫情反复、复杂的国际关系等都会让半导体企业遭受困难。再加之无常的自然环境挑战，企业还要面临突如其来的天灾。此时，企业需要做好风险管理，建立预案，在挑战来临时将损失降到最低。半导体的市场不仅是技术的比拼，也是韧性的对决。\n结语\n如今的国际竞争中，半导体处于重要地位，产能的短缺已经严重影响经济，汽车芯片就是典型例子。拉闸限电毫无疑问会对半导体产业造成一定影响，被限电的企业无疑只能选择配合政策要求。\n给半导体产业减压是我们需要认真思考的问题，面对限电难题，应该全局统筹，给予半导体产业一定豁免权。企业也需要从自身出发，增加风险管控能力。我们坚信，在政府和企业齐心协力共同努力的前提下，中国半导体企业一定更具韧性，中国半导体产业也一定会创造奇迹。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862314420,"gmtCreate":1632837496568,"gmtModify":1632837496568,"author":{"id":"3539819406347218","authorId":"3539819406347218","name":"我的鸡八岁了","avatar":"https://static.tigerbbs.com/14d3bfbaeba64ceb6cc7bd79c2d89d20","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>杀猪盘","text":"$微美全息(WIMI)$杀猪盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863594774","isVote":1,"tweetType":1,"viewCount":1334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863508333,"gmtCreate":1632404188122,"gmtModify":1632405125821,"author":{"id":"3539819406347218","authorId":"3539819406347218","name":"我的鸡八岁了","avatar":"https://static.tigerbbs.com/14d3bfbaeba64ceb6cc7bd79c2d89d20","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>坑爹啊 杀猪盘","listText":"<a href=\"https://laohu8.com/S/WIMI\">$微美全息(WIMI)$</a>坑爹啊 杀猪盘","text":"$微美全息(WIMI)$坑爹啊 杀猪盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863508333","isVote":1,"tweetType":1,"viewCount":1487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885408069,"gmtCreate":1631807119451,"gmtModify":1631807119451,"author":{"id":"3539819406347218","authorId":"3539819406347218","name":"我的鸡八岁了","avatar":"https://static.tigerbbs.com/14d3bfbaeba64ceb6cc7bd79c2d89d20","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885408069","repostId":"140983392","repostType":1,"repost":{"id":140983392,"gmtCreate":1625623517916,"gmtModify":1625624126688,"author":{"id":"3519268973410409","authorId":"3519268973410409","name":"岩松投研圈","avatar":"https://static.tigerbbs.com/cfb8485fc90c0da67907019b747a5921","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"光伏玻璃攻伐战：旗滨集团二次成长","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/601636\">$旗滨集团(601636)$</a>&nbsp;“继成为浮法玻璃龙头之后，旗滨集团正在通过抓住光伏革命赋予的机遇迎来全新成长！”......玻璃原片不是一条好赛道。理由很简单，原片行业门槛低、产品同质化、加上高污染的特点已经很难体现出成长性。在2009-2021年期间，政府就针对行业存在的问题不断间推出政策，通过淘汰落后、严禁新增以及等量或减量置换产能以实现产业升级的目标。因此一直以来玻璃原片市场增量空间有限，生产企业更多是在存量市场里面相互厮杀。在此当中，旗滨集团之所以被称为浮法玻璃原片的黑马，并不是因为这家公司有着什么过人之处，而是它善于抓住机遇形成了竞争优势。在这样一个高经营杠杆和较强周期风险的背景下，旗滨集团通过作出了两次极具胆魄的战略投资，用仅十余年时间就做到了从进入到取代并成长为优质浮法玻璃原片最大的企业。一是旗滨集团在2005年收购亏损严重的株洲玻璃厂转型进入玻璃行业；二是2013年在行业景气度低谷之时收购破产倒闭的浙江玻璃。株洲玻璃厂和浙江玻璃具备独天得厚的地理环境优势。这两场收购均让旗滨集团不但获得了原料供应安全和成本优势，而且靠近市场带大大降低了运输成本。以至拥有了对抗同行和周期波动的本钱，产能规模得到快速扩张，市场越做越大。其实善于抓住时机这种优点让旗滨集团在战略投资领域一直有着极具独特的眼光。比如在这几年面对在新增产能受限和需求边际增长下降的情况下，旗滨集团还能在围绕浮法玻璃原片主业向下游新兴市场延伸，从节能玻璃到电子盖板玻璃再到药用玻璃的层层布局，增添新的业绩引擎。不过如今光伏革命又指引了新的方向，旗滨集团现在在再一次抓住时机下迎来二次成长。光伏革命始于平价时代和碳中和成为全球共识。从长周期视角看，“碳达峰”背景下的光伏玻璃行业加速上行是发展","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/601636\">$旗滨集团(601636)$</a>&nbsp;“继成为浮法玻璃龙头之后，旗滨集团正在通过抓住光伏革命赋予的机遇迎来全新成长！”......玻璃原片不是一条好赛道。理由很简单，原片行业门槛低、产品同质化、加上高污染的特点已经很难体现出成长性。在2009-2021年期间，政府就针对行业存在的问题不断间推出政策，通过淘汰落后、严禁新增以及等量或减量置换产能以实现产业升级的目标。因此一直以来玻璃原片市场增量空间有限，生产企业更多是在存量市场里面相互厮杀。在此当中，旗滨集团之所以被称为浮法玻璃原片的黑马，并不是因为这家公司有着什么过人之处，而是它善于抓住机遇形成了竞争优势。在这样一个高经营杠杆和较强周期风险的背景下，旗滨集团通过作出了两次极具胆魄的战略投资，用仅十余年时间就做到了从进入到取代并成长为优质浮法玻璃原片最大的企业。一是旗滨集团在2005年收购亏损严重的株洲玻璃厂转型进入玻璃行业；二是2013年在行业景气度低谷之时收购破产倒闭的浙江玻璃。株洲玻璃厂和浙江玻璃具备独天得厚的地理环境优势。这两场收购均让旗滨集团不但获得了原料供应安全和成本优势，而且靠近市场带大大降低了运输成本。以至拥有了对抗同行和周期波动的本钱，产能规模得到快速扩张，市场越做越大。其实善于抓住时机这种优点让旗滨集团在战略投资领域一直有着极具独特的眼光。比如在这几年面对在新增产能受限和需求边际增长下降的情况下，旗滨集团还能在围绕浮法玻璃原片主业向下游新兴市场延伸，从节能玻璃到电子盖板玻璃再到药用玻璃的层层布局，增添新的业绩引擎。不过如今光伏革命又指引了新的方向，旗滨集团现在在再一次抓住时机下迎来二次成长。光伏革命始于平价时代和碳中和成为全球共识。从长周期视角看，“碳达峰”背景下的光伏玻璃行业加速上行是发展","text":"$旗滨集团(601636)$ “继成为浮法玻璃龙头之后，旗滨集团正在通过抓住光伏革命赋予的机遇迎来全新成长！”......玻璃原片不是一条好赛道。理由很简单，原片行业门槛低、产品同质化、加上高污染的特点已经很难体现出成长性。在2009-2021年期间，政府就针对行业存在的问题不断间推出政策，通过淘汰落后、严禁新增以及等量或减量置换产能以实现产业升级的目标。因此一直以来玻璃原片市场增量空间有限，生产企业更多是在存量市场里面相互厮杀。在此当中，旗滨集团之所以被称为浮法玻璃原片的黑马，并不是因为这家公司有着什么过人之处，而是它善于抓住机遇形成了竞争优势。在这样一个高经营杠杆和较强周期风险的背景下，旗滨集团通过作出了两次极具胆魄的战略投资，用仅十余年时间就做到了从进入到取代并成长为优质浮法玻璃原片最大的企业。一是旗滨集团在2005年收购亏损严重的株洲玻璃厂转型进入玻璃行业；二是2013年在行业景气度低谷之时收购破产倒闭的浙江玻璃。株洲玻璃厂和浙江玻璃具备独天得厚的地理环境优势。这两场收购均让旗滨集团不但获得了原料供应安全和成本优势，而且靠近市场带大大降低了运输成本。以至拥有了对抗同行和周期波动的本钱，产能规模得到快速扩张，市场越做越大。其实善于抓住时机这种优点让旗滨集团在战略投资领域一直有着极具独特的眼光。比如在这几年面对在新增产能受限和需求边际增长下降的情况下，旗滨集团还能在围绕浮法玻璃原片主业向下游新兴市场延伸，从节能玻璃到电子盖板玻璃再到药用玻璃的层层布局，增添新的业绩引擎。不过如今光伏革命又指引了新的方向，旗滨集团现在在再一次抓住时机下迎来二次成长。光伏革命始于平价时代和碳中和成为全球共识。从长周期视角看，“碳达峰”背景下的光伏玻璃行业加速上行是发展","images":[{"img":"https://static.tigerbbs.com/84a8fdcede23e34c30f0393f45523e28","width":"688","height":"313"},{"img":"https://static.tigerbbs.com/945cd0e29c4d0098bcbe04dcb22907ee","width":"562","height":"385"},{"img":"https://static.tigerbbs.com/d5b74e6a470da9e2573431cc530d1812","width":"674","height":"427"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/140983392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886362708,"gmtCreate":1631558902404,"gmtModify":1631558902404,"author":{"id":"3539819406347218","authorId":"3539819406347218","name":"我的鸡八岁了","avatar":"https://static.tigerbbs.com/14d3bfbaeba64ceb6cc7bd79c2d89d20","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886362708","repostId":"2167691300","repostType":2,"repost":{"id":"2167691300","pubTimestamp":1631526121,"share":"https://www.laohu8.com/m/news/2167691300?lang=&edition=full","pubTime":"2021-09-13 17:42","market":"us","language":"zh","title":"没了30%的苹果税，苹果还能维持高营收吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2167691300","media":"BT财经","summary":"“雁过拔毛”的苹果税，终于要划上句号了。\n近日，美国的加利福尼亚州对苹果公司下了一项禁令，要求苹果取消对APP开发商的第三方支付系统的限制，禁令将在12月9日正式生效。\n这也表明苹果在APP Stor","content":"<p>“雁过拔毛”的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>税，终于要划上句号了。</p>\n<p>近日，美国的加利福尼亚州对苹果公司下了一项禁令，要求苹果取消对APP开发商的第三方支付系统的限制，禁令将在12月9日正式生效。</p>\n<p>这也表明<b>苹果在APP Store上实施了十多年的抽佣规则被终止，30%的“苹果税”不复存在</b>，APP开发商可以将用户引导至第三方支付平台，而对苹果手机用户来说，APP的收费终于不用再忍受“永远比安卓贵”。</p>\n<p><b>此前收取30%的“苹果税”也一直是苹果营收的重要来源。</b>数据显示，2020财年，苹果服务收入达537.68亿美元，其中近百亿美元是靠APP Store和抽取佣金赚的，占比近乎为20%，是名副其实的“雁过拔毛”式收入。</p>\n<p><b>而迫使苹果做出改变的，是游戏（虚幻引擎）开发商Epic Games与苹果的法律纠纷。</b></p>\n<p>美国加州法院禁令发出后，苹果股价下跌3.31%，市值瞬间蒸发了850亿美元（约合人民币5477亿元），这是资本市场对苹果营收能力发生改变的最直观反映。</p>\n<h2>Epic卯上“苹果税”</h2>\n<p>“苹果税”是指的苹果对其应用商店APP Store中的付费APP、或APP内产生的消费、用户打赏等都要抽取30%的佣金，这项“不平等条约”几乎是伴随着APP Store诞生一起出现的。</p>\n<p><b>苹果抽取30%的佣金，早就被多个国家的反垄断机构盯上。</b>就在8月25日，韩国国会刚刚通过了《电信业务法》修正案，主要就是针对苹果和安卓的应用商店强制要求用户使用指定的支付方式。</p>\n<p>几年前，日本的公平贸易委员会也因为苹果的这个条款，对其展开了长达五年的反垄断调查，而欧洲和澳洲反垄断机构也一直因此和苹果“扯皮”。</p>\n<p>早在2019年3月，瑞典音乐流媒体平台Spotify向欧盟提起对苹果的反垄断控诉，指控苹果对开发者收取30％的抽成费用。随后欧盟对苹果发起反垄断诉讼。</p>\n<p>苹果迫于形势也“认怂”过，在2020年11月宣布改变抽成的细则，将收入前100万美元的抽成下调至15%。今年9月2日，苹果终于宣布放弃了“苹果税”。</p>\n<p><b>迫使苹果做出妥协的，是游戏公司Epic Games和苹果长达一年的法律诉讼。</b></p>\n<p>2020年8月，Epic Games旗下的游戏《堡垒之夜》在苹果的应用商店上架后，达到了3亿用户，为了规避苹果的抽成规则，Epic Games向用户提供了更价格更低的支付渠道用来购买游戏内的道具。</p>\n<p>苹果发现Epic Games这个“小动作”后，将《堡垒之夜》从应用商店下架。并且直接停掉了Epic Games所有的开发者账号，不再为其提供开发权限，而苹果所有的设备终端只有唯一的一个应用商店——APP Store，如果苹果这么做，就表示Epic Games所有的游戏用户“全军覆没”。</p>\n<p>Epic Games旋即向美国地方法院提起对苹果的反垄断诉讼。</p>\n<p>不仅如此，<b>Epic Games还集结了多达13家应用开发商，结成了统一反苹果阵营</b>——“应用公平联盟（Coalition for App Fairness）”，正式向苹果的抽佣规则宣战。</p>\n<p>在如此大的阵势面前，苹果终于在9月2日作出妥协，宣布取消抽取佣金的条款。</p>\n<p><b>事实上，抽佣这件事不只苹果一家这么干，另一阵营<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的安卓也是这么干的，在谷歌的应用商店上架的付费APP也会收取一定比例的佣金，但是谷歌执行没有苹果这么严格</b>，谷歌允许用户安装其他的应用商店，或者直接下载应用文件安装在手机上。所以对比下来苹果的雁过拔毛式“苹果税”成为了众矢之的。</p>\n<h2>天下苦“苹果税”久矣</h2>\n<p>其实，最让开发者痛苦的是，“苹果税”除了付费APP本身需要抽佣，在APP内购买需要再抽一次佣。</p>\n<p>这就是为什么近期微信以付费的方式提供聊天记录云存储，安卓用户的费用和苹果用户不一样，安卓用户仅需要130元/年，而苹果用户需要180元/年。</p>\n<p><b>如此高昂的抽佣规则，迫使开发者不得不想既绕开苹果的抽佣，又不违反苹果条款的方法，</b>比如一些有内购的APP需要用户绑定微信，然后在公购买兑换码在APP中使用，但是这样的方法非常繁琐，导致用户简单的付费行为变得异常复杂。</p>\n<p><b>就连<a href=\"https://laohu8.com/S/00700\">腾讯</a>这样的互联网巨头，也曾因为抽佣这件事和苹果打过官司，</b>当时因为公众号的打赏功能，苹果要向腾讯收取30%的抽成，因为从法律意义上看，这属于作者和读者之间的行为，并不是开发者和用户的行为，最终腾讯起诉苹果，苹果不再收取打赏的佣金。</p>\n<p><b>近几年，苹果手机在中国的营收一直呈下滑态势，需要注意的是，苹果应用商店的营收一直呈上升态势</b>。像腾讯《王者荣耀》这样的游戏，日流水达到2亿元，苹果用户的每一次购买，都有30%落入苹果的腰包，可以说苹果完全吃到了<a href=\"https://laohu8.com/S/CHL\">中国移动</a>游戏市场的红利。</p>\n<p>值得玩味的是，腾讯看“苹果税”不爽久矣，而这次获胜的游戏公司Epic Games，背后的股东正是腾讯。</p>\n<p>尽管苹果一直声称“苹果税”不是营收的核心，但是据Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>分析，2020 年全球应用程序消费额超过 1000 亿美元，其中苹果App Store在2020年的收入就超过 700 亿美元。App Store已经是全球赚钱“最狠”的应用商店。</p>\n<p><b>更令人震惊的是，2020年最赚钱的游戏公司排名居然有苹果公司。</b>据榜单显示，2020年收入最高的游戏公司分别是：腾讯、<a href=\"https://laohu8.com/S/SNE\">索尼</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、苹果、<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>。</p>\n<p>大家都知道苹果根本不制作、出品任何游戏，居然排名在游戏公司收入榜第四位，苹果的游戏收入来源就是靠的游戏APP抽佣，就连动视暴雪这样的游戏界巨头，也不得不排在苹果之后。</p>\n<p><b>苹果为了抽取佣金，甚至不惜以身犯险。</b>6月，中国的监管机构要求境内的应用商店向所有的游戏开发商提出一个要求，即提交政府授予的许可证编号，才能继续在应用商店内进行内购消费。就连安卓应用商店都开始执行这一规定，苹果的应用商店却出现一个“漏洞”：游戏APP不需要提供许可证编号也可以有内购功能。</p>\n<p>当时就有IT界分析人士指出，苹果是舍不得丢掉游戏APP的抽佣，所以才这么长时间都“睁一只眼闭一只眼”。</p>\n<p><b>更有媒体指出，苹果在硬件上“越来越拉”，苹果新款手机的毛病非常多</b>，比如信号差，无双卡双待、阉割指纹解锁，甚至连充电头都节省掉了，营收却一直在上涨，也就是说苹果用最“拉”的硬件和服务，赚了最多的钱。</p>\n<p>今年9月15日的苹果新品发布会即将来临，但是目前来看，市场对苹果相当失望，有手机评测博主称，目前曝出的信息来看iPhone13几乎没有新意，除了摄像头换了个角度，和12比没有任何改变。</p>\n<p>毋庸置疑，在库克领导下的苹果变得越来越赚钱，但是产品却越做越差，如果仅靠抽佣这样方式赚得盆满钵满的话，等待苹果的将会是被所有用户抛弃。</p>","source":"36kr_stock","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>没了30%的苹果税，苹果还能维持高营收吗？</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{ 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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没了30%的苹果税，苹果还能维持高营收吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 17:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1396656226534533><strong>BT财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“雁过拔毛”的苹果税，终于要划上句号了。\n近日，美国的加利福尼亚州对苹果公司下了一项禁令，要求苹果取消对APP开发商的第三方支付系统的限制，禁令将在12月9日正式生效。\n这也表明苹果在APP Store上实施了十多年的抽佣规则被终止，30%的“苹果税”不复存在，APP开发商可以将用户引导至第三方支付平台，而对苹果手机用户来说，APP的收费终于不用再忍受“永远比安卓贵”。\n此前收取30%的“苹果税”...</p>\n\n<a href=\"https://36kr.com/p/1396656226534533\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d8ada6a43017d400bcffc8d2d50c562","relate_stocks":{"AAPL":"苹果"},"source_url":"https://36kr.com/p/1396656226534533","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167691300","content_text":"“雁过拔毛”的苹果税，终于要划上句号了。\n近日，美国的加利福尼亚州对苹果公司下了一项禁令，要求苹果取消对APP开发商的第三方支付系统的限制，禁令将在12月9日正式生效。\n这也表明苹果在APP Store上实施了十多年的抽佣规则被终止，30%的“苹果税”不复存在，APP开发商可以将用户引导至第三方支付平台，而对苹果手机用户来说，APP的收费终于不用再忍受“永远比安卓贵”。\n此前收取30%的“苹果税”也一直是苹果营收的重要来源。数据显示，2020财年，苹果服务收入达537.68亿美元，其中近百亿美元是靠APP Store和抽取佣金赚的，占比近乎为20%，是名副其实的“雁过拔毛”式收入。\n而迫使苹果做出改变的，是游戏（虚幻引擎）开发商Epic Games与苹果的法律纠纷。\n美国加州法院禁令发出后，苹果股价下跌3.31%，市值瞬间蒸发了850亿美元（约合人民币5477亿元），这是资本市场对苹果营收能力发生改变的最直观反映。\nEpic卯上“苹果税”\n“苹果税”是指的苹果对其应用商店APP Store中的付费APP、或APP内产生的消费、用户打赏等都要抽取30%的佣金，这项“不平等条约”几乎是伴随着APP Store诞生一起出现的。\n苹果抽取30%的佣金，早就被多个国家的反垄断机构盯上。就在8月25日，韩国国会刚刚通过了《电信业务法》修正案，主要就是针对苹果和安卓的应用商店强制要求用户使用指定的支付方式。\n几年前，日本的公平贸易委员会也因为苹果的这个条款，对其展开了长达五年的反垄断调查，而欧洲和澳洲反垄断机构也一直因此和苹果“扯皮”。\n早在2019年3月，瑞典音乐流媒体平台Spotify向欧盟提起对苹果的反垄断控诉，指控苹果对开发者收取30％的抽成费用。随后欧盟对苹果发起反垄断诉讼。\n苹果迫于形势也“认怂”过，在2020年11月宣布改变抽成的细则，将收入前100万美元的抽成下调至15%。今年9月2日，苹果终于宣布放弃了“苹果税”。\n迫使苹果做出妥协的，是游戏公司Epic Games和苹果长达一年的法律诉讼。\n2020年8月，Epic Games旗下的游戏《堡垒之夜》在苹果的应用商店上架后，达到了3亿用户，为了规避苹果的抽成规则，Epic Games向用户提供了更价格更低的支付渠道用来购买游戏内的道具。\n苹果发现Epic Games这个“小动作”后，将《堡垒之夜》从应用商店下架。并且直接停掉了Epic Games所有的开发者账号，不再为其提供开发权限，而苹果所有的设备终端只有唯一的一个应用商店——APP Store，如果苹果这么做，就表示Epic Games所有的游戏用户“全军覆没”。\nEpic Games旋即向美国地方法院提起对苹果的反垄断诉讼。\n不仅如此，Epic Games还集结了多达13家应用开发商，结成了统一反苹果阵营——“应用公平联盟（Coalition for App Fairness）”，正式向苹果的抽佣规则宣战。\n在如此大的阵势面前，苹果终于在9月2日作出妥协，宣布取消抽取佣金的条款。\n事实上，抽佣这件事不只苹果一家这么干，另一阵营谷歌的安卓也是这么干的，在谷歌的应用商店上架的付费APP也会收取一定比例的佣金，但是谷歌执行没有苹果这么严格，谷歌允许用户安装其他的应用商店，或者直接下载应用文件安装在手机上。所以对比下来苹果的雁过拔毛式“苹果税”成为了众矢之的。\n天下苦“苹果税”久矣\n其实，最让开发者痛苦的是，“苹果税”除了付费APP本身需要抽佣，在APP内购买需要再抽一次佣。\n这就是为什么近期微信以付费的方式提供聊天记录云存储，安卓用户的费用和苹果用户不一样，安卓用户仅需要130元/年，而苹果用户需要180元/年。\n如此高昂的抽佣规则，迫使开发者不得不想既绕开苹果的抽佣，又不违反苹果条款的方法，比如一些有内购的APP需要用户绑定微信，然后在公购买兑换码在APP中使用，但是这样的方法非常繁琐，导致用户简单的付费行为变得异常复杂。\n就连腾讯这样的互联网巨头，也曾因为抽佣这件事和苹果打过官司，当时因为公众号的打赏功能，苹果要向腾讯收取30%的抽成，因为从法律意义上看，这属于作者和读者之间的行为，并不是开发者和用户的行为，最终腾讯起诉苹果，苹果不再收取打赏的佣金。\n近几年，苹果手机在中国的营收一直呈下滑态势，需要注意的是，苹果应用商店的营收一直呈上升态势。像腾讯《王者荣耀》这样的游戏，日流水达到2亿元，苹果用户的每一次购买，都有30%落入苹果的腰包，可以说苹果完全吃到了中国移动游戏市场的红利。\n值得玩味的是，腾讯看“苹果税”不爽久矣，而这次获胜的游戏公司Epic Games，背后的股东正是腾讯。\n尽管苹果一直声称“苹果税”不是营收的核心，但是据Sensor Tower分析，2020 年全球应用程序消费额超过 1000 亿美元，其中苹果App Store在2020年的收入就超过 700 亿美元。App 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