Johnny812的个人主页 - 老虎社区

Johnny812

Johnny812

个人投资者

IP属地：海外

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0勋章

2023-12-29

典型的语不惊人死不休，谁说过这车售价30万起步？为骗流量不择手段！这车的定位很清晰，就是年轻人的车，起步价肯定20万以内，高配的也就25万左右，拭目以待吧……

抱歉，原内容已删除

2023-09-19

早就说过，投资这个公司的无论是投行还是普通的小散，都会血本无归，这种无节制的烧钱模式，难以为继，根本看不到盈利的可能。

抱歉，原内容已删除

2023-06-23

月销2万台？只能说梦里什么都有[开心]

抱歉，原内容已删除

2023-05-04

无论是腾讯等一众股权投资人，还是换电站的投资人，必定的结果就是血本无归！拿着特斯拉早年就放弃的换电技术当核心竞争力，关键的三电技术全部是拿来主义，靠彩电，冰箱，大沙发就自己定位成高端豪华品牌，整天拿奔驰，宝马说事，所谓的新平台无非就是外观，装饰，软件升级而已，这不是骗子是什么？现在消费者可选的产品太多，也没那么好骗了，慰来没有未来，死路一条！

抱歉，原内容已删除

2023-03-27

$蔚来-SW(09866)$ 立贴为证，三年内这个股跌成毛票！

2023-03-21

$蔚来-SW(09866)$ 这个股票任何反弹都是逃命的机会

2023-03-14

$箩筐技术(LKCO)$ 这个公司为啥跌成这样？

2021-06-18

$研控科技(RCON)$每天高开几个点，像诱饵，进去就套，还是验证了暴跌的股票不能抢反弹，形态上看3.5左右有支撑，这个价格再跌破，下个强支撑在2.2.

2021-06-18

$研控科技(RCON)$亏了12个点，止损了，当买个教训吧，暴跌的股票不能轻易抢反弹

2021-04-14

$Akers Biosciences Inc(AKER)$这是个恶庄，大家赶紧逃😡

2020-07-03

说说你对这篇新闻的看法...

抱歉，原内容已删除

2020-05-19

这篇文章不错，转发给大家看看

特斯拉4月中国注册量从3月份的12709辆下降到4633辆

2020-04-30

说说你对这篇新闻的看法...

瑞德西韦现“神反转”，美股三大股指大涨逾2%均创反弹新高，特斯拉一季度财报亮眼，A股概念股今天有机会？

去老虎APP查看更多动态

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这个股票任何反弹都是逃命的机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650581673","isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650936785,"gmtCreate":1678807952148,"gmtModify":1678807953125,"author":{"id":"3547253536289088","authorId":"3547253536289088","name":"Johnny812","avatar":"https://static.tigerbbs.com/e25d58788ab65295ce6f25b1c8015ea1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547253536289088","idStr":"3547253536289088"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKCO\">$箩筐技术(LKCO)$&nbsp;</a>这个公司为啥跌成这样？","listText":"<a href=\"https://laohu8.com/S/LKCO\">$箩筐技术(LKCO)$&nbsp;</a>这个公司为啥跌成这样？","text":"$箩筐技术(LKCO)$ 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司的4月中国汽车注册量从3月份的12709辆下降到4633辆。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/70e102e507c2847f752c0a95880de78e","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166553267","content_text":"汽车行业市场预测机构LMC：特斯拉公司的4月中国汽车注册量从3月份的12709辆下降到4633辆。","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924957100,"gmtCreate":1588195219300,"gmtModify":1704366896983,"author":{"id":"3547253536289088","authorId":"3547253536289088","name":"Johnny812","avatar":"https://static.tigerbbs.com/e25d58788ab65295ce6f25b1c8015ea1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547253536289088","idStr":"3547253536289088"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/924957100","repostId":"2031351372","repostType":2,"repost":{"id":"2031351372","pubTimestamp":1588194598,"share":"https://www.laohu8.com/m/news/2031351372?lang=&edition=full","pubTime":"2020-04-30 05:09","market":"us","language":"zh","title":"瑞德西韦现“神反转”，美股三大股指大涨逾2%均创反弹新高，特斯拉一季度财报亮眼，A股概念股今天有机会？","url":"https://stock-news.laohu8.com/highlight/detail?id=2031351372","media":"每日经济新闻","summary":"美东时间4月29日周三，美股三大股指高开高走，收盘均涨超2%。道指涨532点或2.21%，纳斯达克指数涨3.57%，标普500指数涨2.66%。三大股指均创本轮反弹以来新高。美国运通涨近9%，波音涨近","content":"<div>\n<p>美东时间4月29日周三，美股三大股指高开高走，收盘均涨超2%。道指涨532点或2.21%，纳斯达克指数涨3.57%，标普500指数涨2.66%。三大股指均创本轮反弹以来新高。美国运通涨近9%，波音涨近6%，纷纷领涨道指。科技股普涨，苹果涨逾3%，特斯拉涨超4%，谷歌涨近9%，美光科技涨近10%。此外，盘后多家公司公布了最新的财务数据。微软：第三财季营收350亿美元，市场预期336亿美元，去年同期...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020043005111079d1e70f&s=b\">Web Link</a>\n\n</div>\n","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\" 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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瑞德西韦现“神反转”，美股三大股指大涨逾2%均创反弹新高，特斯拉一季度财报亮眼，A股概念股今天有机会？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-30 05:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020043005111079d1e70f&s=b><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间4月29日周三，美股三大股指高开高走，收盘均涨超2%。道指涨532点或2.21%，纳斯达克指数涨3.57%，标普500指数涨2.66%。三大股指均创本轮反弹以来新高。美国运通涨近9%，波音涨近6%，纷纷领涨道指。科技股普涨，苹果涨逾3%，特斯拉涨超4%，谷歌涨近9%，美光科技涨近10%。此外，盘后多家公司公布了最新的财务数据。微软：第三财季营收350亿美元，市场预期336亿美元，去年同期...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020043005111079d1e70f&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/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉","GILD":"吉利德科学"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020043005111079d1e70f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2031351372","content_text":"美东时间4月29日周三，美股三大股指高开高走，收盘均涨超2%。道指涨532点或2.21%，纳斯达克指数涨3.57%，标普500指数涨2.66%。三大股指均创本轮反弹以来新高。美国运通涨近9%，波音涨近6%，纷纷领涨道指。科技股普涨，苹果涨逾3%，特斯拉涨超4%，谷歌涨近9%，美光科技涨近10%。此外，盘后多家公司公布了最新的财务数据。微软：第三财季营收350亿美元，市场预期336亿美元，去年同期306亿美元；EPS1.4美元，预期1.29美元，去年同期1.14美元；智能云收入112.8亿美元，去年同期96亿美元。微软盘后股价大涨逾4%。Facebook：第一季度总营收177.4亿美元，市场预期175.2亿美元，去年同期150.77亿美元。第一季度净利润49亿美元，市场预期49.6亿美元，去年同期24.29亿美元。Facebook盘后涨幅扩大至近10%。特斯拉周三收涨逾4%，最新股价报800.51美元，自3月18日低点以来，已累计反弹超过120%。而受益于一季报好于市场预期影响，截至发稿，特斯拉周三盘后再度大涨逾9%。特斯拉一季度财报显示，第一季度总营收59.9亿美元，市场预期59亿美元，去年同期45.41亿美元。第一季度调整后每股盈利1.24美元，市场预期每股亏损0.36美元。第一季度交付88496辆汽车，其中Model 3与Model Y交付76266辆，Model S与Model X交付12230辆；第一季度生产了102672辆汽车，其中生产Model 3与Model Y 87282辆，生产Model S与Model X交付15390辆。特斯拉表示，今年的汽车交付量有能力超过50万辆；预计美国Fremont工厂Model Y和上海工厂Model 3的产量将在第二季度逐步增加；预计到2020年中上海工厂Model 3产量将增至4000辆/周（20万/年）。尽管宣布生产中断，但今年的汽车交付能力已超过50万辆；上海工厂的毛利率正接近美国生产Model 3的毛利率。Model Y毛利率在第一季度为正值；能源业务的预订量持续扩大。消息面上，美国商务部周三报告称，今年第一季度美国实际国内生产总值(GDP)下降4.8%，远低于前值的2.1%，这也是2009年以来最大的季度跌幅。白宫经济顾问委员会主席哈西特也表示，投资者应该为即将到来的大量负面数据做好准备，预计美国第二季度GDP数据将出现更大幅度的滑坡。美联储周三下午宣布最新货币政策决定：基准利率维持在0%-0.25%不变。FOMC称，将继续按照所需数量购买国债和抵押贷款支持证券；将维持利率在低位，直至美联储有信心通胀能回归正轨。FOMC承诺使用所有工具以支撑美国经济，承诺继续进行大规模隔夜和定期回购操作；将继续监测经济前景和公共卫生方面的最新信息，以及制定未来政策方面的全球发展状况。吉利德科学(GILD)公司宣布瑞德西韦用于治疗冠状病毒的临床试验已达到主要评估指标。瑞德西韦的首个新冠临床试验研究结果显示：64%的患者在14天内出现临床改善，61%的患者出院。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":650936785,"gmtCreate":1678807952148,"gmtModify":1678807953125,"author":{"id":"3547253536289088","authorId":"3547253536289088","name":"Johnny812","avatar":"https://static.tigerbbs.com/e25d58788ab65295ce6f25b1c8015ea1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547253536289088","authorIdStr":"3547253536289088"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKCO\">$箩筐技术(LKCO)$&nbsp;</a>这个公司为啥跌成这样？","listText":"<a href=\"https://laohu8.com/S/LKCO\">$箩筐技术(LKCO)$&nbsp;</a>这个公司为啥跌成这样？","text":"$箩筐技术(LKCO)$ 这个公司为啥跌成这样？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/650936785","isVote":1,"tweetType":1,"viewCount":3228,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494570331360075","authorId":"3494570331360075","name":"坤坤万同学","avatar":"https://static.tigerbbs.com/4898257f8917f4bf5d0331c62a7bb720","crmLevel":2,"crmLevelSwitch":0,"idStr":"3494570331360075","authorIdStr":"3494570331360075"},"content":"公司大部分部门都已经解散了。开始变卖资产了","text":"公司大部分部门都已经解散了。开始变卖资产了","html":"公司大部分部门都已经解散了。开始变卖资产了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257248846573752,"gmtCreate":1703838439475,"gmtModify":1703838441574,"author":{"id":"3547253536289088","authorId":"3547253536289088","name":"Johnny812","avatar":"https://static.tigerbbs.com/e25d58788ab65295ce6f25b1c8015ea1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547253536289088","authorIdStr":"3547253536289088"},"themes":[],"htmlText":"典型的语不惊人死不休，谁说过这车售价30万起步？为骗流量不择手段！这车的定位很清晰，就是年轻人的车，起步价肯定20万以内，高配的也就25万左右，拭目以待吧……","listText":"典型的语不惊人死不休，谁说过这车售价30万起步？为骗流量不择手段！这车的定位很清晰，就是年轻人的车，起步价肯定20万以内，高配的也就25万左右，拭目以待吧……","text":"典型的语不惊人死不休，谁说过这车售价30万起步？为骗流量不择手段！这车的定位很清晰，就是年轻人的车，起步价肯定20万以内，高配的也就25万左右，拭目以待吧……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/257248846573752","repostId":"1109116088","repostType":2,"repost":{"id":"1109116088","pubTimestamp":1703809225,"share":"https://www.laohu8.com/m/news/1109116088?lang=&edition=full","pubTime":"2023-12-29 08:20","market":"hk","language":"zh","title":"至少30万起？雷军：为什么小米SU7敢卖这么贵？","url":"https://stock-news.laohu8.com/highlight/detail?id=1109116088","media":"极客公园","summary":"筹备三年，小米的第一辆车，终于正式亮相了。2023 年 12 月 28 日，距离新的一年还有三天时间，小米科技创始人、董事长兼首席执行官雷军，在台上曝光了一直备受期待和「剧透」的小米第一台车——SU7。「要与时代精英同行。」小米 SU7 发布会的 PPT 上如此写道。这被视为是小米在智能座舱领域的核心底层竞争力。03为什么「可能有点贵」？小米 SU7 的车身尺寸为 4997mm x 1963mm x 1440mm，轴距为 3000mm，整体外形呈现低趴的跑车姿态，风阻低至 0.195Cd。","content":"<html><head></head><body><blockquote><p>小米第一辆车，要「与时代精英同行」。</p></blockquote><p>筹备三年，小米的第一辆车，终于正式亮相了。</p><p>2023 年 12 月 28 日，距离新的一年还有三天时间，小米科技创始人、董事长兼首席执行官雷军，在台上曝光了一直备受期待和「剧透」的小米第一台车——SU7（读作苏 7）。</p><p>备受关心的产品价格没有公布，甚至在为数不多提及价格的时候，雷军还要强调「<strong>9.9 万不可能，14.9 万也不用想</strong>」。</p><p>但这场持续 3 小时的演讲依然吸引了在场所有人的眼球。雷军给出了小米第一辆汽车的定位：「<strong>比肩保时捷和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的 Dream Car</strong>」，并且用 5 个维度的研发故事和产品的各项功能打造，阐释了 1003 天的造车故事。</p><p>在 2023 年年末，这样的叙事方法，好像和国内<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车的内卷环境有些格格不入。但这样的「跨越」故事是今天的小米汽车需要的：性价比已不再是这家企业的主攻方向，在高端化的道路上持续探索才是未来的目标。</p><p>雷军说：「在 1003 天里，『攒』出一辆车很容易，但正向研发不容易。」在发布会上，他分别从电池、电驱、大压铸、智能驾驶、智能座舱 5 个维度介绍了小米汽车的研发故事。</p><p>「要与时代精英同行。」小米 SU7 发布会的 PPT 上如此写道。</p><p><strong>01</strong></p><p><strong>正向研发，小米</strong></p><p><strong>不是要「攒」出一台车</strong></p><p>作为一家科技企业，小米在汽车机械化、电动化、制造等领域的投入有些出人意料。</p><p>在电驱领域，小米用超过两年的时间，自研了 HyperEngine V6/V6s 超级电机，以 21000rpm 的转速位居行业第一梯队，超越了特斯拉 Model S Plaid。同时，另一款转速高达 27200rpm 的 HyperEngine V8s 超级电机预计将在 2025 年上车。</p><p>值得一提是，为了突破转子在高速工作下的物理性能，小米也和首钢建立了技术联合实验室，利用在材料领域的联合研发，解决了电机转速问题。</p><p>在电池领域，小米自研了全球首个倒置电芯的 CTB 一体化电池（即电池和车辆底板融为一体）电池。电池包的最高容量可达 150 度，理论 CLTC 续航里程可超过 1200km。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a35c1873e6568d1858fb7e0c29ff7af\" alt=\"小米自研的 9100 吨超级压铸机｜小米\" title=\"小米自研的 9100 吨超级压铸机｜小米\" tg-width=\"1080\" tg-height=\"596\"/><span>小米自研的 9100 吨超级压铸机｜小米</span></p><p>甚至，小米还在制造流程里自研了一体化压铸的技术——这是一项由马斯克引领，被视为有望引发汽车生产制造革命的全新技术。过往，只有达到一定量产规模的「车企」才会卷这项技术。现在小米加入，也可以从某种程度体现小米对于造车的长期决心以及投入之大、领域之广。</p><p>这套集群设备占地面积 840m²，总重量 1050t，锁模力可达 9100t。在小米自研视觉大模型质量判定系统的配合下，可以让小米汽车的后地板实现了 72 个零件合一，焊点减少 840 个，整体重量减轻 17%，且生产工时大幅减少 45%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b9119cf9b764f4ff88f579bbe9f0ca6\" alt=\"投资「压铸机」看起来像是在和特斯拉掰手腕｜小米\" title=\"投资「压铸机」看起来像是在和特斯拉掰手腕｜小米\" tg-width=\"1080\" tg-height=\"604\"/><span>投资「压铸机」看起来像是在和特斯拉掰手腕｜小米</span></p><p>除此之外，小米也在节约制造成本的同时加入了一个「小心机」。利用一体化压铸的车型，往往对于用户来说维修成本更高，小米汽车采用了三段式可维修设计——一体压铸后地板 + 中高速溃缩区 + 低速溃缩区，中低速碰撞中，无需更换大压铸件；而在高速碰撞中，这一设计也能满足 90km/h 的后碰标准。</p><p><strong>02</strong></p><p><strong>智能化：2024 年</strong></p><p><strong>进入第一梯队</strong></p><p>当然，智能化是科技公司进入智能电动汽车领域的核心竞争优势。今年 10 月，小米正式发布了迈向「人车家」全生态的全新系统澎湃 OS。这被视为是小米在智能座舱领域的核心底层竞争力。</p><p>在今天的发布会上，雷军正式宣布澎湃 OS 上车，并且从学习成本、系统流畅度、软件生态和硬件生态 4 个维度介绍了这套车机系统。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64c0ef4db8a9833d8cf9fc4477314292\" alt=\"小米 SU7 的中控屏尺寸和参数｜小米\" title=\"小米 SU7 的中控屏尺寸和参数｜小米\" tg-width=\"1080\" tg-height=\"593\"/><span>小米 SU7 的中控屏尺寸和参数｜小米</span></p><p>从用户的角度来说，小米要做的就是让操作车机系统达到和操作手机、平板一样的效果。要达到这样的效果，不仅需要屏幕够大，更需要系统够流畅、够丝滑。根据发布会展示的信息，小米汽车的车机启动速度可以达到 1.49 秒，手机视频会议可以共享车外摄像头，车内阅读灯可以调用手机的光线传感器等。</p><p>从体验的角度来说，仅仅有硬件的共享还不够。在开发者和系统工程师眼中，根据不同的屏幕尺寸适配产品是一件非常琐碎的事。因此，小米选择了 16:10 的中控屏比例，可以让小米平板上的 App 无缝上车，解决了开发者的难度；同时，小米手机的应用也可以直接 Pin（投射）到车端屏幕，并且投射后支持车端直接操作，变成一个运行在手机端、使用在汽车端的「云应用」。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c26a3c45caae3aba7576d6c4911c49bb\" alt=\"SU7 可以通过座舱中的触电和小米生态硬件接驳｜小米\" title=\"SU7 可以通过座舱中的触电和小米生态硬件接驳｜小米\" tg-width=\"1080\" tg-height=\"606\"/><span>SU7 可以通过座舱中的触电和小米生态硬件接驳｜小米</span></p><p>不仅如此，得益于小米丰富的 IoT 智能硬件生态，小米在中控屏下方也留出了足够的硬件接口，四组 Pin 点供电通信设计可扩展物理按键，可以和米家设备无感灵动。更有意思的是，小米 SU7 还全面支持<a href=\"https://laohu8.com/S/AAPL\">苹果</a> CarPlay 车载，并且后排的扩展屏幕接口也支持 iPad 接入，雷军表示，要让「苹果用户开小米汽车，也有很好的体验」。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52346f14871dad6e35e25e66bd8d6802\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"810\"/></p><p>智能驾驶领域，雷军在 2022 年年中的个人演讲里，便提到要让小米的智驾在 2024 年跻身行业第一梯队。今天，他再次强调了这个目标，并表示希望小米自研的 NOA（城市领航辅助驾驶功能）在 2024 年末开放 100 城。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3819e754e7cbe49944fd9356b7956ab\" alt=\"小米汽车的智驾目标，明年进入第一阵营｜小米\" title=\"小米汽车的智驾目标，明年进入第一阵营｜小米\" tg-width=\"1080\" tg-height=\"590\"/><span>小米汽车的智驾目标，明年进入第一阵营｜小米</span></p><p>在技术层面，小米通过自适应变焦 BEV 技术、道路大模型、超分辨率占用网络技术 3 项技术，分别提高了感知和识别技术。硬件方面，这套智驾系统搭载了 2 颗<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> Orin 高算力芯片，综合算力高达 508TOPS。Max 车型总有 1 颗激光雷达、11 颗高清摄像头、3 颗毫米波雷达和 12 颗超声波雷达共 27 个感知硬件。</p><p>可以预见，2024 年的智驾竞争力，有一家科技公司以强大的研发和 AI 能力加入到这个战场里。</p><p><strong>03</strong></p><p><strong>为什么「可能有点贵」？</strong></p><p>小米 SU7 的车身尺寸为 4997mm x 1963mm x 1440mm，轴距为 3000mm，整体外形呈现低趴的跑车姿态，风阻低至 0.195Cd。同时，得益于正向研发的纯电平台，该车也具有 105L 前备箱容积。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/396f1cef8b350b099e8b16c1e6f63377\" alt=\"双电机版的小米 SU7 零百加速达到了 2.78 秒｜小米\" title=\"双电机版的小米 SU7 零百加速达到了 2.78 秒｜小米\" tg-width=\"1080\" tg-height=\"590\"/><span>双电机版的小米 SU7 零百加速达到了 2.78 秒｜小米</span></p><p>由于搭载了小米联合研发的 HyperEngine V6/V6s 超级电机，小米 SU7 Max 版的零百加速可到 2.78 秒（减去起步时间），同时最高车速可达 265km/h。在小米疾风智能底盘、CDC 阻尼可变减振器、博世 ESP10.0 车身稳定系统、博世 DPB 制动控制器、布雷博四活塞固定卡钳等众多配置的加持下，雷军表示「不仅为美而设计，也为驾驶而设计的」。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5eb05e45bd8798adf3440a59b58ca412\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"810\"/></p><p>整场发布会，雷军似乎刻意避开了价格这一话题，在为数不多提到的时候，雷军还要强调「<strong>9.9 万不可能，14.9 万也不不用想</strong>」。</p><p>我们可以从现在透露的一些配置信息上简单猜测背后的定价逻辑：</p><p>对于一辆智能电动汽车来说，最大的成本在于电池，大概占了整车成本的 40%-50%。小米 SU7 有两个续航版本，CLTC 工况续航里程分别为 668km 与 800km，MAX 版采用 800V 超级快充，充电 5 分钟续航可达 220km。</p><p>雷军在发布会上介绍道：「三元锂（电芯材料）、100°电（电池容量）、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>，这三个元素加在一起，就意味着十几万的成本。」由此可见，至少小米 SU7 的高续航版本的电池成本是较高的。</p><p>不过，根据工信部的公开信息，小米 SU7 和 SU7 Max 两个版本，在电池、电驱、智驾硬件上，似乎都有不少的差距。所以，我们是否可以想象在小米 SU7 的入门版里，得到一台类似「红米」的车型呢？</p><p>无论如何，对于小米和雷军而言，用 1003 天的时间让小米汽车正式亮相，既是对制造能力的全新考验，也是对一家科技公司调动过往软件、系统等多方能力的全方位管理和运行测试。人车家的故事即将在 2024 迎来全新的一章，小米汽车的故事，也将会是小米集团的全新故事。</p></body></html>","source":"jkgy","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>至少30万起？雷军：为什么小米SU7敢卖这么贵？</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; 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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至少30万起？雷军：为什么小米SU7敢卖这么贵？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-29 08:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/rMPadqAau-8pM4Ix9whA-Q><strong>极客公园</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米第一辆车，要「与时代精英同行」。筹备三年，小米的第一辆车，终于正式亮相了。2023 年 12 月 28 日，距离新的一年还有三天时间，小米科技创始人、董事长兼首席执行官雷军，在台上曝光了一直备受期待和「剧透」的小米第一台车——SU7（读作苏 7）。备受关心的产品价格没有公布，甚至在为数不多提及价格的时候，雷军还要强调「9.9 万不可能，14.9 万也不用想」。但这场持续 3 小时的演讲依然吸引...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/rMPadqAau-8pM4Ix9whA-Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f07df8be28b4fab6d4f0dcb5b4f03b4d","relate_stocks":{"81810":"小米集团-WR","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","XIACY":"小米集团ADR","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK1502":"双十一","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1607":"新IT概念","BK1193":"电脑硬件、储存设备及电脑周边","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1506":"5G概念","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK4116":"互联网服务与基础架构","BK4526":"热门中概股","BK1589":"北水核心资产","BK1523":"武汉本地概念股","BK1575":"同股不同权","01810":"小米集团-W","BK1521":"挪威政府全球养老基金持仓","BK4563":"昨日强势股"},"source_url":"https://mp.weixin.qq.com/s/rMPadqAau-8pM4Ix9whA-Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109116088","content_text":"小米第一辆车，要「与时代精英同行」。筹备三年，小米的第一辆车，终于正式亮相了。2023 年 12 月 28 日，距离新的一年还有三天时间，小米科技创始人、董事长兼首席执行官雷军，在台上曝光了一直备受期待和「剧透」的小米第一台车——SU7（读作苏 7）。备受关心的产品价格没有公布，甚至在为数不多提及价格的时候，雷军还要强调「9.9 万不可能，14.9 万也不用想」。但这场持续 3 小时的演讲依然吸引了在场所有人的眼球。雷军给出了小米第一辆汽车的定位：「比肩保时捷和特斯拉的 Dream Car」，并且用 5 个维度的研发故事和产品的各项功能打造，阐释了 1003 天的造车故事。在 2023 年年末，这样的叙事方法，好像和国内智能电动汽车的内卷环境有些格格不入。但这样的「跨越」故事是今天的小米汽车需要的：性价比已不再是这家企业的主攻方向，在高端化的道路上持续探索才是未来的目标。雷军说：「在 1003 天里，『攒』出一辆车很容易，但正向研发不容易。」在发布会上，他分别从电池、电驱、大压铸、智能驾驶、智能座舱 5 个维度介绍了小米汽车的研发故事。「要与时代精英同行。」小米 SU7 发布会的 PPT 上如此写道。01正向研发，小米不是要「攒」出一台车作为一家科技企业，小米在汽车机械化、电动化、制造等领域的投入有些出人意料。在电驱领域，小米用超过两年的时间，自研了 HyperEngine V6/V6s 超级电机，以 21000rpm 的转速位居行业第一梯队，超越了特斯拉 Model S Plaid。同时，另一款转速高达 27200rpm 的 HyperEngine V8s 超级电机预计将在 2025 年上车。值得一提是，为了突破转子在高速工作下的物理性能，小米也和首钢建立了技术联合实验室，利用在材料领域的联合研发，解决了电机转速问题。在电池领域，小米自研了全球首个倒置电芯的 CTB 一体化电池（即电池和车辆底板融为一体）电池。电池包的最高容量可达 150 度，理论 CLTC 续航里程可超过 1200km。小米自研的 9100 吨超级压铸机｜小米甚至，小米还在制造流程里自研了一体化压铸的技术——这是一项由马斯克引领，被视为有望引发汽车生产制造革命的全新技术。过往，只有达到一定量产规模的「车企」才会卷这项技术。现在小米加入，也可以从某种程度体现小米对于造车的长期决心以及投入之大、领域之广。这套集群设备占地面积 840m²，总重量 1050t，锁模力可达 9100t。在小米自研视觉大模型质量判定系统的配合下，可以让小米汽车的后地板实现了 72 个零件合一，焊点减少 840 个，整体重量减轻 17%，且生产工时大幅减少 45%。投资「压铸机」看起来像是在和特斯拉掰手腕｜小米除此之外，小米也在节约制造成本的同时加入了一个「小心机」。利用一体化压铸的车型，往往对于用户来说维修成本更高，小米汽车采用了三段式可维修设计——一体压铸后地板 + 中高速溃缩区 + 低速溃缩区，中低速碰撞中，无需更换大压铸件；而在高速碰撞中，这一设计也能满足 90km/h 的后碰标准。02智能化：2024 年进入第一梯队当然，智能化是科技公司进入智能电动汽车领域的核心竞争优势。今年 10 月，小米正式发布了迈向「人车家」全生态的全新系统澎湃 OS。这被视为是小米在智能座舱领域的核心底层竞争力。在今天的发布会上，雷军正式宣布澎湃 OS 上车，并且从学习成本、系统流畅度、软件生态和硬件生态 4 个维度介绍了这套车机系统。小米 SU7 的中控屏尺寸和参数｜小米从用户的角度来说，小米要做的就是让操作车机系统达到和操作手机、平板一样的效果。要达到这样的效果，不仅需要屏幕够大，更需要系统够流畅、够丝滑。根据发布会展示的信息，小米汽车的车机启动速度可以达到 1.49 秒，手机视频会议可以共享车外摄像头，车内阅读灯可以调用手机的光线传感器等。从体验的角度来说，仅仅有硬件的共享还不够。在开发者和系统工程师眼中，根据不同的屏幕尺寸适配产品是一件非常琐碎的事。因此，小米选择了 16:10 的中控屏比例，可以让小米平板上的 App 无缝上车，解决了开发者的难度；同时，小米手机的应用也可以直接 Pin（投射）到车端屏幕，并且投射后支持车端直接操作，变成一个运行在手机端、使用在汽车端的「云应用」。SU7 可以通过座舱中的触电和小米生态硬件接驳｜小米不仅如此，得益于小米丰富的 IoT 智能硬件生态，小米在中控屏下方也留出了足够的硬件接口，四组 Pin 点供电通信设计可扩展物理按键，可以和米家设备无感灵动。更有意思的是，小米 SU7 还全面支持苹果 CarPlay 车载，并且后排的扩展屏幕接口也支持 iPad 接入，雷军表示，要让「苹果用户开小米汽车，也有很好的体验」。智能驾驶领域，雷军在 2022 年年中的个人演讲里，便提到要让小米的智驾在 2024 年跻身行业第一梯队。今天，他再次强调了这个目标，并表示希望小米自研的 NOA（城市领航辅助驾驶功能）在 2024 年末开放 100 城。小米汽车的智驾目标，明年进入第一阵营｜小米在技术层面，小米通过自适应变焦 BEV 技术、道路大模型、超分辨率占用网络技术 3 项技术，分别提高了感知和识别技术。硬件方面，这套智驾系统搭载了 2 颗英伟达 Orin 高算力芯片，综合算力高达 508TOPS。Max 车型总有 1 颗激光雷达、11 颗高清摄像头、3 颗毫米波雷达和 12 颗超声波雷达共 27 个感知硬件。可以预见，2024 年的智驾竞争力，有一家科技公司以强大的研发和 AI 能力加入到这个战场里。03为什么「可能有点贵」？小米 SU7 的车身尺寸为 4997mm x 1963mm x 1440mm，轴距为 3000mm，整体外形呈现低趴的跑车姿态，风阻低至 0.195Cd。同时，得益于正向研发的纯电平台，该车也具有 105L 前备箱容积。双电机版的小米 SU7 零百加速达到了 2.78 秒｜小米由于搭载了小米联合研发的 HyperEngine V6/V6s 超级电机，小米 SU7 Max 版的零百加速可到 2.78 秒（减去起步时间），同时最高车速可达 265km/h。在小米疾风智能底盘、CDC 阻尼可变减振器、博世 ESP10.0 车身稳定系统、博世 DPB 制动控制器、布雷博四活塞固定卡钳等众多配置的加持下，雷军表示「不仅为美而设计，也为驾驶而设计的」。整场发布会，雷军似乎刻意避开了价格这一话题，在为数不多提到的时候，雷军还要强调「9.9 万不可能，14.9 万也不不用想」。我们可以从现在透露的一些配置信息上简单猜测背后的定价逻辑：对于一辆智能电动汽车来说，最大的成本在于电池，大概占了整车成本的 40%-50%。小米 SU7 有两个续航版本，CLTC 工况续航里程分别为 668km 与 800km，MAX 版采用 800V 超级快充，充电 5 分钟续航可达 220km。雷军在发布会上介绍道：「三元锂（电芯材料）、100°电（电池容量）、宁德时代，这三个元素加在一起，就意味着十几万的成本。」由此可见，至少小米 SU7 的高续航版本的电池成本是较高的。不过，根据工信部的公开信息，小米 SU7 和 SU7 Max 两个版本，在电池、电驱、智驾硬件上，似乎都有不少的差距。所以，我们是否可以想象在小米 SU7 的入门版里，得到一台类似「红米」的车型呢？无论如何，对于小米和雷军而言，用 1003 天的时间让小米汽车正式亮相，既是对制造能力的全新考验，也是对一家科技公司调动过往软件、系统等多方能力的全方位管理和运行测试。人车家的故事即将在 2024 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07:21","market":"sg","language":"en","title":"Nio Announces Plan to Issue $1 Billion Convertible Notes","url":"https://stock-news.laohu8.com/highlight/detail?id=2368949705","media":"CnEVPost","summary":"Nio plans to use a portion of the net proceeds to repurchase certain existing debt securities, with the remainder to be used primarily to further strengthen its balance sheet posit\n...","content":"<html><head></head><body><blockquote><p>Nio plans to use a portion of the net proceeds to repurchase certain existing debt securities, with the remainder to be used primarily to further strengthen its balance sheet position and for general corporate purposes.</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b563564ff83a3efa6073f1596a5fe03c\" tg-width=\"1200\" tg-height=\"601\"/></p><p>Nio (NYSE: NIO) announced plans to issue $1 billion in convertible senior notes to repurchase existing debt securities and strengthen its balance sheet, causing its shares to fall in after-hours trading.</p><p>The company today announced plans to issue $500 million in aggregate principal amount of convertible senior notes due 2029 and $500 million in convertible senior notes due 2030, according to an announcement.</p><p>Initial purchasers will be able to exercise an option within 30 days of the date of issuance of the notes to purchase up to an additional $75 million in aggregate principal amount of the 2029 notes and up to an additional $75 million of the 2030 notes.</p><p>When issued, the notes will become the senior unsecured debt of Nio and will mature on October 15, 2029, and October 15, 2030, respectively.</p><p>Nio plans to use a portion of the net proceeds from the note offering to repurchase a portion of its existing debt securities and the remainder primarily to further strengthen its balance sheet position and for general corporate purposes, the company said.</p><p>This is Nio&#39;s second financing announcement in three months, causing its US-traded ADRs to plunge in after-hours trading on Monday. At press time, Nio was down 5.72 percent to $9.72.</p><p>On June 20, Nio signed a share subscription agreement with Abu Dhabi-based investor CYVN Holdings, which would invest a total of about $1.1 billion in the Chinese electric vehicle (EV) company.</p><p>On July 12, Nio announced that it completed a $738.5 million investment from CYVN Investments RSC Ltd, an affiliate of CYVN Holdings. The CYVN entity also acquired certain shares of Nio from an affiliate of Tencent for total consideration of $350 million.</p><p>Following the completion of the investment transaction and the secondary share transfer, CYVN Investments owns about 7.0 percent of the total outstanding shares of Nio.</p><p>Nio&#39;s balance of cash and cash equivalents, restricted cash, short-term investments and long-term time deposits was RMB31.5 billion as of June 30, down RMB6.3 billion from RMB37.8 billion at the end of the first quarter, according to its second-quarter earnings report announced on August 29.</p><p>Nio&#39;s weak deliveries in the first half of the year and still high investment in research and development led to a continued depletion of cash.</p><p>Yesterday, local media outlet HiEV reported that Nio could see two chips tape out next year, based on 7 nm and 5 nm, respectively, which would require additional R&amp;D funds.</p><p>The tape-out of a chip based on a 7 nm process will cost roughly $30 million, and roughly $500 million for a 5-nm chip, the report said, citing a person familiar with the matter, adding that Nio will need to prepare sufficient funds for this.</p><p>Stocks fell nearly 6% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9464d164406fece40211500b87be5c6\" tg-width=\"602\" tg-height=\"608\"/></p><p></p></body></html>","source":"cnevpost_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>Nio Announces Plan to Issue $1 Billion Convertible Notes</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\">\nNio Announces Plan to Issue $1 Billion Convertible Notes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-19 07:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2023/09/19/nio-announces-plan-to-issue-1-billion-convertible-notes/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio plans to use a portion of the net proceeds to repurchase certain existing debt securities, with the remainder to be used primarily to further strengthen its balance sheet position and for general ...</p>\n\n<a href=\"https://cnevpost.com/2023/09/19/nio-announces-plan-to-issue-1-billion-convertible-notes/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://cnevpost.com/2023/09/19/nio-announces-plan-to-issue-1-billion-convertible-notes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2368949705","content_text":"Nio plans to use a portion of the net proceeds to repurchase certain existing debt securities, with the remainder to be used primarily to further strengthen its balance sheet position and for general corporate purposes.Nio (NYSE: NIO) announced plans to issue $1 billion in convertible senior notes to repurchase existing debt securities and strengthen its balance sheet, causing its shares to fall in after-hours trading.The company today announced plans to issue $500 million in aggregate principal amount of convertible senior notes due 2029 and $500 million in convertible senior notes due 2030, according to an announcement.Initial purchasers will be able to exercise an option within 30 days of the date of issuance of the notes to purchase up to an additional $75 million in aggregate principal amount of the 2029 notes and up to an additional $75 million of the 2030 notes.When issued, the notes will become the senior unsecured debt of Nio and will mature on October 15, 2029, and October 15, 2030, respectively.Nio plans to use a portion of the net proceeds from the note offering to repurchase a portion of its existing debt securities and the remainder primarily to further strengthen its balance sheet position and for general corporate purposes, the company said.This is Nio's second financing announcement in three months, causing its US-traded ADRs to plunge in after-hours trading on Monday. At press time, Nio was down 5.72 percent to $9.72.On June 20, Nio signed a share subscription agreement with Abu Dhabi-based investor CYVN Holdings, which would invest a total of about $1.1 billion in the Chinese electric vehicle (EV) company.On July 12, Nio announced that it completed a $738.5 million investment from CYVN Investments RSC Ltd, an affiliate of CYVN Holdings. The CYVN entity also acquired certain shares of Nio from an affiliate of Tencent for total consideration of $350 million.Following the completion of the investment transaction and the secondary share transfer, CYVN Investments owns about 7.0 percent of the total outstanding shares of Nio.Nio's balance of cash and cash equivalents, restricted cash, short-term investments and long-term time deposits was RMB31.5 billion as of June 30, down RMB6.3 billion from RMB37.8 billion at the end of the first quarter, according to its second-quarter earnings report announced on August 29.Nio's weak deliveries in the first half of the year and still high investment in research and development led to a continued depletion of cash.Yesterday, local media outlet HiEV reported that Nio could see two chips tape out next year, based on 7 nm and 5 nm, respectively, which would require additional R&D funds.The tape-out of a chip based on a 7 nm process will cost roughly $30 million, and roughly $500 million for a 5-nm chip, the report said, citing a person familiar with the matter, adding that Nio will need to prepare sufficient funds for this.Stocks fell nearly 6% in extended trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650581673,"gmtCreate":1679378688592,"gmtModify":1679378689752,"author":{"id":"3547253536289088","authorId":"3547253536289088","name":"Johnny812","avatar":"https://static.tigerbbs.com/e25d58788ab65295ce6f25b1c8015ea1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547253536289088","authorIdStr":"3547253536289088"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a>这个股票任何反弹都是逃命的机会","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a>这个股票任何反弹都是逃命的机会","text":"$蔚来-SW(09866)$ 这个股票任何反弹都是逃命的机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650581673","isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190364457734160,"gmtCreate":1687501170902,"gmtModify":1687501173607,"author":{"id":"3547253536289088","authorId":"3547253536289088","name":"Johnny812","avatar":"https://static.tigerbbs.com/e25d58788ab65295ce6f25b1c8015ea1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547253536289088","authorIdStr":"3547253536289088"},"themes":[],"htmlText":"月销2万台？只能说梦里什么都有[开心]&nbsp;","listText":"月销2万台？只能说梦里什么都有[开心]&nbsp;","text":"月销2万台？只能说梦里什么都有[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190364457734160","repostId":"2345751596","repostType":2,"repost":{"id":"2345751596","pubTimestamp":1687441335,"share":"https://www.laohu8.com/m/news/2345751596?lang=&edition=full","pubTime":"2023-06-22 21:42","market":"us","language":"zh","title":"11亿美元战略投资！中东土豪为何选择了蔚来？","url":"https://stock-news.laohu8.com/highlight/detail?id=2345751596","media":"格隆汇","summary":"6月20日，蔚来宣布与阿布扎比投资机构CYVN Holdings签订股份认购协议。根据协议，CYVN Holdings将通过定向增发新股和老股转让的方式进行总计约11亿美元的战略投资。对此，市场表现的","content":"<html><head></head><body><p>6月20日，蔚来宣布与阿布扎比投资机构CYVN Holdings签订股份认购协议。根据协议，CYVN Holdings将通过定向增发新股和老股转让的方式进行总计约11亿美元的战略投资。</p><p>对此，市场表现的乐观程度可见一斑。6月21日，港股大市开盘即崩盘的不利情形下，蔚来逆市高开近3%，盘中一度涨超6%，收盘涨3.97%，领涨港股汽车板块。为何市场反应会如此积极？</p><p><strong>1、中东财富主权基金：一手握钱，一手“掌权”，坚持长线投资</strong></p><p>此次投资方CYVN Holdings，来头不小，是最大的焦点之一。</p><p>作为阿布扎比财政部主要出资成立的实体，隶属于管理资产超万亿美元的阿布扎比主权投资基金体系，其董事长Jassem Al Zaabi也是阿布扎比财政部部长，并担任央行副主席、主权基金ADQ副主席，以及主权基金ADIA和石油公司ADNOC董事。所以，此次投资行为不止是一次单纯的资本行为，更反映的是其背后阿布扎比政府的意志。</p><p>在这样的背景支持下，其所拥有的钞能力基本也是可以想象的。据了解，阿布扎比的多家主权基金规模位于全球前列，且素以坚持长期价值投资而闻名。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3030894aa9d5719d0addd1ebe8ca574e\" tg-width=\"810\" tg-height=\"720\"/></p><p>图片来源：公开网络</p><p>另外，汽车行业其实一直是中东主权财富基金重点关注和偏好的领域。</p><p>据了解，自上世纪70年代以来，中东地区就一直在投入真金白银。例如，在第一次石油危机之后，奔驰母公司戴姆勒就曾受益于来自科威特的资金。近年来，随着中国与中东关系迅速升温，中东目光明显转向中国市场，资金不断涌向各行业头部公司。</p><p>而此次中东土豪投资<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>，往小了说，是出于对全球<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>出行趋势以及中国汽车制造全球化优势的认可，往大了讲，是对于中国经济的看好。</p><p><strong>2、蔚来：钱和市场都要，有望借力加速反转</strong></p><p>当然，能得到这样一位大金主的支持，对于蔚来而言，好处自然也是不言而喻。</p><p>CYVN的这一笔大额资金，可以直接补充蔚来的流动性，保障其后续发展所需的投入，特别是在产品、技术等关键性领域，有望筑高护城河，继续增强公司核心竞争力。</p><p>事实上，不同于国内众多新势力，蔚来主打30万元以上的高端市场，这也是传统豪车市场的腹地。其ET5T进入30万元主流细分市场，可与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y正面竞争。与同为双电机的Model Y长续航版相比，ET5T不仅在价格上拥有优势，智能硬件的配置也更加丰富。同时，蔚来还能提供可充可换可升级的补能服务和权益更丰富的质保服务，性价比超特斯拉。</p><p>换一个角度来看，在绝大多数中国投资机构中东募资成功率不足10%的情况下，蔚来仅用了三周时间便完成了从讨论到签署协议全流程拿下这笔投资，也足以见证蔚来本身的实力。</p><p>首先，蔚来高度契合包括阿布扎比主权基金在内的中东主权财富基金的投资风格。中东投资者非常专业、偏向长期持有，因此也更加看重企业的长期价值。蔚来作为公认的最优秀创新企业的代表之一，坚持长期主义进行战略性投入，在核心技术、产品、服务与社区等方面已经具备了多重优势，在一定程度上奠定了品牌较强的影响力和成长性。</p><p>具体而言，公司双顶流车型全新ES6、ET5T在今年5月和6月陆续上市并开启交付，进入下半年这两款有希望爆量的车型将开始贡献全量销量，而到今年年中，蔚来将有8款第二代技术平台车型在售，在高端智能电动汽车领域形成最强产品阵容，进入产品强周期。</p><p>除此之外，蔚来近期宣布调整全系新车价格及首任车主用车权益，在展现公司快速调整的灵活性的同时，能够让更多消费者享受蔚来的服务和社区生活。通过一系列组合拳，有望带动蔚来销量和毛利率的增长，实现触底反弹，进入新一阶段的高速增长。</p><p>事实上，蔚来在产品和体系上的优势也能从公司在高端品牌纯电市场占有率的视角观察到。</p><p>数据显示，2023年1-5月，蔚来在成交均价30万以上高端品牌纯电市场占有率为55.8%，在江浙沪地区，这一数值达到了64.5%。在蔚来的增换购车主中，有48%来自BBA，部分第二代技术平台车型甚至高达56%，持续引领高端品牌纯电市场。</p><p>从投资层面而言，目前蔚来股价目前正在触底反弹，因此从逆向投资角度来看，当前正是布局具备长期增量的优质股票的时机。因此，结合蔚来在高端智能电动汽车领域布局带来的坚实基础来看，能够获得CYVN的青睐也在情理之中。</p><p><strong>结语</strong></p><p>总而言之，坚持产品、技术和服务的创新有助于提升公司自身价值并加深护城河，再叠加投资带来的价值强化，奠定了蔚来长期发展的增量基础，促使公司能够持续兑现成长潜力和价值。</p><p>消息发布后，国内外各大知名机构纷纷给予蔚来正面评价。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的Tim Hsiao表示，此次对蔚来的投资是CYVN成立以来在该领域的第一笔投资，在帮助双方建立金融合作伙伴关系的基础上，这项投资还具有一定的战略协同作用。</p><p>美国银行的Ming Hsun Lee给予蔚来“买入”评级，称蔚来在高端智能电动汽车领域具有优势，并推出了可以夺回市场份额的新车型，此次交易对蔚来现金状况的改善是积极的。</p><p>汽车行业顶级分析师王斌也对这项战略投资持积极态度，他认为，CYVN的认可显示了蔚来在智能电动汽车行业的独特价值，这将有助于提升其品牌形象和展厅流量。王斌还评价称，根据其团队的调研，全新ES6和ET5新订单流量相当好，符合该公司对23年下半年月均销量超过2万台的预期。</p><p>从市场角度来看，蔚来近期一系列动作已经为投资者带来积极的预期，在宣布全系车型进行权益与价格调整后，蔚来二级市场的股价实现了港股五日连涨，累涨近30%，蔚来美股四日连涨，累涨近27%。而在“中东土豪”的加持下，蔚来有望强化投资者信心，加速迎来估值修复的新局面。</p><p>毫无疑问，此次蔚来获阿布扎比的投资，是一场双向奔赴。今年以来，大量投资正不断从中东涌向中国，尤其是汽车产业。对于这些头部企业而言，有望借势加快发展步伐，实现破局。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>11亿美元战略投资！中东土豪为何选择了蔚来？</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\">\n11亿美元战略投资！中东土豪为何选择了蔚来？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-22 21:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/616297><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月20日，蔚来宣布与阿布扎比投资机构CYVN Holdings签订股份认购协议。根据协议，CYVN Holdings将通过定向增发新股和老股转让的方式进行总计约11亿美元的战略投资。对此，市场表现的乐观程度可见一斑。6月21日，港股大市开盘即崩盘的不利情形下，蔚来逆市高开近3%，盘中一度涨超6%，收盘涨3.97%，领涨港股汽车板块。为何市场反应会如此积极？1、中东财富主权基金：一手握钱，一手“...</p>\n\n<a href=\"https://www.gelonghui.com/p/616297\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/608c0ca7f544a93854339353ff5e9ae1","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK1588":"回港中概股","BK4509":"腾讯概念","NIO":"蔚来","BK4588":"碎股","BK4526":"热门中概股","BK1119":"汽车制造商","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4574":"无人驾驶","LU0052750758.USD":"富兰克林中国基金A Acc","09866":"蔚来-SW","BK4505":"高瓴资本持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商"},"source_url":"https://www.gelonghui.com/p/616297","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2345751596","content_text":"6月20日，蔚来宣布与阿布扎比投资机构CYVN Holdings签订股份认购协议。根据协议，CYVN Holdings将通过定向增发新股和老股转让的方式进行总计约11亿美元的战略投资。对此，市场表现的乐观程度可见一斑。6月21日，港股大市开盘即崩盘的不利情形下，蔚来逆市高开近3%，盘中一度涨超6%，收盘涨3.97%，领涨港股汽车板块。为何市场反应会如此积极？1、中东财富主权基金：一手握钱，一手“掌权”，坚持长线投资此次投资方CYVN Holdings，来头不小，是最大的焦点之一。作为阿布扎比财政部主要出资成立的实体，隶属于管理资产超万亿美元的阿布扎比主权投资基金体系，其董事长Jassem Al Zaabi也是阿布扎比财政部部长，并担任央行副主席、主权基金ADQ副主席，以及主权基金ADIA和石油公司ADNOC董事。所以，此次投资行为不止是一次单纯的资本行为，更反映的是其背后阿布扎比政府的意志。在这样的背景支持下，其所拥有的钞能力基本也是可以想象的。据了解，阿布扎比的多家主权基金规模位于全球前列，且素以坚持长期价值投资而闻名。图片来源：公开网络另外，汽车行业其实一直是中东主权财富基金重点关注和偏好的领域。据了解，自上世纪70年代以来，中东地区就一直在投入真金白银。例如，在第一次石油危机之后，奔驰母公司戴姆勒就曾受益于来自科威特的资金。近年来，随着中国与中东关系迅速升温，中东目光明显转向中国市场，资金不断涌向各行业头部公司。而此次中东土豪投资蔚来，往小了说，是出于对全球智能出行趋势以及中国汽车制造全球化优势的认可，往大了讲，是对于中国经济的看好。2、蔚来：钱和市场都要，有望借力加速反转当然，能得到这样一位大金主的支持，对于蔚来而言，好处自然也是不言而喻。CYVN的这一笔大额资金，可以直接补充蔚来的流动性，保障其后续发展所需的投入，特别是在产品、技术等关键性领域，有望筑高护城河，继续增强公司核心竞争力。事实上，不同于国内众多新势力，蔚来主打30万元以上的高端市场，这也是传统豪车市场的腹地。其ET5T进入30万元主流细分市场，可与特斯拉Model Y正面竞争。与同为双电机的Model Y长续航版相比，ET5T不仅在价格上拥有优势，智能硬件的配置也更加丰富。同时，蔚来还能提供可充可换可升级的补能服务和权益更丰富的质保服务，性价比超特斯拉。换一个角度来看，在绝大多数中国投资机构中东募资成功率不足10%的情况下，蔚来仅用了三周时间便完成了从讨论到签署协议全流程拿下这笔投资，也足以见证蔚来本身的实力。首先，蔚来高度契合包括阿布扎比主权基金在内的中东主权财富基金的投资风格。中东投资者非常专业、偏向长期持有，因此也更加看重企业的长期价值。蔚来作为公认的最优秀创新企业的代表之一，坚持长期主义进行战略性投入，在核心技术、产品、服务与社区等方面已经具备了多重优势，在一定程度上奠定了品牌较强的影响力和成长性。具体而言，公司双顶流车型全新ES6、ET5T在今年5月和6月陆续上市并开启交付，进入下半年这两款有希望爆量的车型将开始贡献全量销量，而到今年年中，蔚来将有8款第二代技术平台车型在售，在高端智能电动汽车领域形成最强产品阵容，进入产品强周期。除此之外，蔚来近期宣布调整全系新车价格及首任车主用车权益，在展现公司快速调整的灵活性的同时，能够让更多消费者享受蔚来的服务和社区生活。通过一系列组合拳，有望带动蔚来销量和毛利率的增长，实现触底反弹，进入新一阶段的高速增长。事实上，蔚来在产品和体系上的优势也能从公司在高端品牌纯电市场占有率的视角观察到。数据显示，2023年1-5月，蔚来在成交均价30万以上高端品牌纯电市场占有率为55.8%，在江浙沪地区，这一数值达到了64.5%。在蔚来的增换购车主中，有48%来自BBA，部分第二代技术平台车型甚至高达56%，持续引领高端品牌纯电市场。从投资层面而言，目前蔚来股价目前正在触底反弹，因此从逆向投资角度来看，当前正是布局具备长期增量的优质股票的时机。因此，结合蔚来在高端智能电动汽车领域布局带来的坚实基础来看，能够获得CYVN的青睐也在情理之中。结语总而言之，坚持产品、技术和服务的创新有助于提升公司自身价值并加深护城河，再叠加投资带来的价值强化，奠定了蔚来长期发展的增量基础，促使公司能够持续兑现成长潜力和价值。消息发布后，国内外各大知名机构纷纷给予蔚来正面评价。摩根士丹利的Tim Hsiao表示，此次对蔚来的投资是CYVN成立以来在该领域的第一笔投资，在帮助双方建立金融合作伙伴关系的基础上，这项投资还具有一定的战略协同作用。美国银行的Ming Hsun Lee给予蔚来“买入”评级，称蔚来在高端智能电动汽车领域具有优势，并推出了可以夺回市场份额的新车型，此次交易对蔚来现金状况的改善是积极的。汽车行业顶级分析师王斌也对这项战略投资持积极态度，他认为，CYVN的认可显示了蔚来在智能电动汽车行业的独特价值，这将有助于提升其品牌形象和展厅流量。王斌还评价称，根据其团队的调研，全新ES6和ET5新订单流量相当好，符合该公司对23年下半年月均销量超过2万台的预期。从市场角度来看，蔚来近期一系列动作已经为投资者带来积极的预期，在宣布全系车型进行权益与价格调整后，蔚来二级市场的股价实现了港股五日连涨，累涨近30%，蔚来美股四日连涨，累涨近27%。而在“中东土豪”的加持下，蔚来有望强化投资者信心，加速迎来估值修复的新局面。毫无疑问，此次蔚来获阿布扎比的投资，是一场双向奔赴。今年以来，大量投资正不断从中东涌向中国，尤其是汽车产业。对于这些头部企业而言，有望借势加快发展步伐，实现破局。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656006627,"gmtCreate":1683180527370,"gmtModify":1683180530943,"author":{"id":"3547253536289088","authorId":"3547253536289088","name":"Johnny812","avatar":"https://static.tigerbbs.com/e25d58788ab65295ce6f25b1c8015ea1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547253536289088","authorIdStr":"3547253536289088"},"themes":[],"htmlText":"无论是腾讯等一众股权投资人，还是换电站的投资人，必定的结果就是血本无归！拿着特斯拉早年就放弃的换电技术当核心竞争力，关键的三电技术全部是拿来主义，靠彩电，冰箱，大沙发就自己定位成高端豪华品牌，整天拿奔驰，宝马说事，所谓的新平台无非就是外观，装饰，软件升级而已，这不是骗子是什么？现在消费者可选的产品太多，也没那么好骗了，慰来没有未来，死路一条！","listText":"无论是腾讯等一众股权投资人，还是换电站的投资人，必定的结果就是血本无归！拿着特斯拉早年就放弃的换电技术当核心竞争力，关键的三电技术全部是拿来主义，靠彩电，冰箱，大沙发就自己定位成高端豪华品牌，整天拿奔驰，宝马说事，所谓的新平台无非就是外观，装饰，软件升级而已，这不是骗子是什么？现在消费者可选的产品太多，也没那么好骗了，慰来没有未来，死路一条！","text":"无论是腾讯等一众股权投资人，还是换电站的投资人，必定的结果就是血本无归！拿着特斯拉早年就放弃的换电技术当核心竞争力，关键的三电技术全部是拿来主义，靠彩电，冰箱，大沙发就自己定位成高端豪华品牌，整天拿奔驰，宝马说事，所谓的新平台无非就是外观，装饰，软件升级而已，这不是骗子是什么？现在消费者可选的产品太多，也没那么好骗了，慰来没有未来，死路一条！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656006627","repostId":"2332818044","repostType":2,"repost":{"id":"2332818044","pubTimestamp":1683185419,"share":"https://www.laohu8.com/m/news/2332818044?lang=&edition=full","pubTime":"2023-05-04 15:30","market":"us","language":"en","title":"NIO: It's Now Or Never","url":"https://stock-news.laohu8.com/highlight/detail?id=2332818044","media":"seekingalpha","summary":"SummaryNIO April deliveries were weakest in a year.New product launches need to drive massive volume","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>NIO April deliveries were weakest in a year.</p></li><li><p>New product launches need to drive massive volume growth.</p></li><li><p>Company may need to raise additional capital.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ddf0943a93f4ecd7825e6732cb46f8a\" alt=\"Andy Feng\" title=\"Andy Feng\" tg-width=\"750\" tg-height=\"563\"/><span>Andy Feng</span></p><p>Two months ago, I covered the very disappointing Q4 report from Chinese electric vehicle maker NIO (NYSE:NIO). The company missed street estimates for revenues and gave Q1 2023 delivery guidance that was rather light. Since then, shares are down more than 16%, and they are now trading near a multi-year low. Investors are expecting big things from the company for the remainder of 2023, so it is time for NIO to step up and finally deliver.</p><p>Let me first start with the latest news. This week, NIO announced that its April 2023 monthly delivery figure was 6,658 vehicles. While this was up more than 31% year over year, it was the lowest monthly number seen since last year&#39;s April mark of just over 5,000 units. A year ago, China was getting hit by the coronavirus, significantly impacting supply chains. As the chart below shows, the most recent number sent the 3-month rolling average below 10,000 units.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca7ee901283a29dd4183a48a51415d95\" alt=\"NIO 3-Month Rolling Deliveries (Company Press Releases)\" title=\"NIO 3-Month Rolling Deliveries (Company Press Releases)\" tg-width=\"640\" tg-height=\"334\"/><span>NIO 3-Month Rolling Deliveries (Company Press Releases)</span></p><p>Through the first third of the year, NIO sits at just under 37,700 deliveries. That number is up 22% year over year but would extrapolate to an annual rate that doesn&#39;t even top last year&#39;s total. Of course, management&#39;s target as stated on the Q4 conference call for this year is to double the 2022 total, which implies roughly 245,000 vehicles for 2023.</p><p>This company has disappointed many times in the past, however, most recently being the 100,000 unit target for the back half of last year. That target was missed by almost 30%, and NIO still sits well below the 30,000 monthly volume target that was supposed to be seen in early 2023. As part of the significant ramp expected in the coming months, here is what NIO detailed as part of the current plan in the April release. NT2.0 is its next generation vehicle platform.</p><ul><li><p>In late April 2023, NIO started to steadily ramp up the production and delivery of the EC7, a five-seater smart electric flagship coupe SUV from NT2.0.</p></li><li><p>On April 18, 2023, NIO debuted the All-New ES6, a smart electric all-round SUV, at the Shanghai Auto Show. NIO expects to officially launch the All-New ES6 and commence deliveries in May 2023.</p></li><li><p>At the Shanghai Auto Show, NIO also launched the 2023 ET7, a smart electric flagship sedan based on NT2.0. Deliveries of the 2023 ET7 will start in May 2023.</p></li><li><p>The All-New ES8, a smart electric flagship SUV based on NT2.0 that was launched at NIO Day 2022, is expected to commence deliveries in June 2023.</p></li></ul><p>It will be interesting to see how Q2 guidance fares, which hopefully we will see in the next month or so when the company reports full Q1 results. For the company to hit its full year target, it has to average 69,000 deliveries per quarter from Q2 to Q4. Obviously, the current period is likely to be well below that as these launches are just starting. Given&#39;s NIO history, I&#39;m hesitant to think they&#39;ll get to 245,000 this year, but I also think management will try to reiterate guidance in a few weeks unless it definitely knows it can&#39;t get there.</p><p>Beyond the expected revenue surge as deliveries ramp, NIO is hoping that much higher volumes can reduce ongoing losses. Last year&#39;s net loss was almost $2.1 billion, or more than $1.75 billion when excluding stock based compensation. The company reported a more than $2 billion decline in its cash and investment pile for 2022, ending at $6.6 billion. However, its working capital position weakened even more as the chart below shows, meaning the company may look to raise some more funds in the coming months to fund this production and delivery surge.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/117a593fe0be134e5e38684ab901d5db\" alt=\"NIO Working Capital (Company Earnings Releases)\" title=\"NIO Working Capital (Company Earnings Releases)\" tg-width=\"607\" tg-height=\"399\"/><span>NIO Working Capital (Company Earnings Releases)</span></p><p>As for NIO shares, they currently sit about a dime from their multi-year low. The average analyst price target of $14.41 implies more than 93% upside from current levels, mainly based on the expectation for strong revenue growth moving forward. However, that average valuation figure has come down by more than $3 just since my previous article, and a year ago it was approaching $40.</p><p>In the end, it&#39;s time for NIO to finally deliver some solid results. It seems that every quarter in recent years has been impacted by some major issue, whether it be production line upgrades, supply chain issues, or coronavirus shutdowns. Most of those problems should be in the rear view mirror now, with the NT2.0 platform expected to drive substantial growth for the remainder of 2023. With NIO stock trading just off its lowest point in a few years, this could be a speculative buy for those who believe in the story, but recent history suggests some disappointment may be in the cards.</p><p><em>This article is written by </em><strong><em>Bill Maurer</em></strong><em> for reference only. Please note the risks.</em></p></body></html>","source":"seekingalpha","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>NIO: It's Now Or Never</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\">\nNIO: It's Now Or Never\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-04 15:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4599693-nio-stock-april-monthly-delivery-figures-upgrade-hold><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO April deliveries were weakest in a year.New product launches need to drive massive volume growth.Company may need to raise additional capital.Andy FengTwo months ago, I covered the very ...</p>\n\n<a href=\"https://seekingalpha.com/article/4599693-nio-stock-april-monthly-delivery-figures-upgrade-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4509":"腾讯概念","BK4585":"ETF&股票定投概念","NIO.SI":"蔚来","LU0052750758.USD":"富兰克林中国基金A Acc","BK4526":"热门中概股","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","NIO":"蔚来","BK4574":"无人驾驶","09866":"蔚来-SW","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4588":"碎股","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车"},"source_url":"https://seekingalpha.com/article/4599693-nio-stock-april-monthly-delivery-figures-upgrade-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2332818044","content_text":"SummaryNIO April deliveries were weakest in a year.New product launches need to drive massive volume growth.Company may need to raise additional capital.Andy FengTwo months ago, I covered the very disappointing Q4 report from Chinese electric vehicle maker NIO (NYSE:NIO). The company missed street estimates for revenues and gave Q1 2023 delivery guidance that was rather light. Since then, shares are down more than 16%, and they are now trading near a multi-year low. Investors are expecting big things from the company for the remainder of 2023, so it is time for NIO to step up and finally deliver.Let me first start with the latest news. This week, NIO announced that its April 2023 monthly delivery figure was 6,658 vehicles. While this was up more than 31% year over year, it was the lowest monthly number seen since last year's April mark of just over 5,000 units. A year ago, China was getting hit by the coronavirus, significantly impacting supply chains. As the chart below shows, the most recent number sent the 3-month rolling average below 10,000 units.NIO 3-Month Rolling Deliveries (Company Press Releases)Through the first third of the year, NIO sits at just under 37,700 deliveries. That number is up 22% year over year but would extrapolate to an annual rate that doesn't even top last year's total. Of course, management's target as stated on the Q4 conference call for this year is to double the 2022 total, which implies roughly 245,000 vehicles for 2023.This company has disappointed many times in the past, however, most recently being the 100,000 unit target for the back half of last year. That target was missed by almost 30%, and NIO still sits well below the 30,000 monthly volume target that was supposed to be seen in early 2023. As part of the significant ramp expected in the coming months, here is what NIO detailed as part of the current plan in the April release. NT2.0 is its next generation vehicle platform.In late April 2023, NIO started to steadily ramp up the production and delivery of the EC7, a five-seater smart electric flagship coupe SUV from NT2.0.On April 18, 2023, NIO debuted the All-New ES6, a smart electric all-round SUV, at the Shanghai Auto Show. NIO expects to officially launch the All-New ES6 and commence deliveries in May 2023.At the Shanghai Auto Show, NIO also launched the 2023 ET7, a smart electric flagship sedan based on NT2.0. Deliveries of the 2023 ET7 will start in May 2023.The All-New ES8, a smart electric flagship SUV based on NT2.0 that was launched at NIO Day 2022, is expected to commence deliveries in June 2023.It will be interesting to see how Q2 guidance fares, which hopefully we will see in the next month or so when the company reports full Q1 results. For the company to hit its full year target, it has to average 69,000 deliveries per quarter from Q2 to Q4. Obviously, the current period is likely to be well below that as these launches are just starting. Given's NIO history, I'm hesitant to think they'll get to 245,000 this year, but I also think management will try to reiterate guidance in a few weeks unless it definitely knows it can't get there.Beyond the expected revenue surge as deliveries ramp, NIO is hoping that much higher volumes can reduce ongoing losses. Last year's net loss was almost $2.1 billion, or more than $1.75 billion when excluding stock based compensation. The company reported a more than $2 billion decline in its cash and investment pile for 2022, ending at $6.6 billion. However, its working capital position weakened even more as the chart below shows, meaning the company may look to raise some more funds in the coming months to fund this production and delivery surge.NIO Working Capital (Company Earnings Releases)As for NIO shares, they currently sit about a dime from their multi-year low. The average analyst price target of $14.41 implies more than 93% upside from current levels, mainly based on the expectation for strong revenue growth moving forward. However, that average valuation figure has come down by more than $3 just since my previous article, and a year ago it was approaching $40.In the end, it's time for NIO to finally deliver some solid results. It seems that every quarter in recent years has been impacted by some major issue, whether it be production line upgrades, supply chain issues, or coronavirus shutdowns. Most of those problems should be in the rear view mirror now, with the NT2.0 platform expected to drive substantial growth for the remainder of 2023. With NIO stock trading just off its lowest point in a few years, this could be a speculative buy for those who believe in the story, but recent history suggests some disappointment may be in the cards.This article is written by Bill Maurer for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345424386,"gmtCreate":1618333418945,"gmtModify":1618333418945,"author":{"id":"3547253536289088","authorId":"3547253536289088","name":"Johnny812","avatar":"https://static.tigerbbs.com/e25d58788ab65295ce6f25b1c8015ea1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547253536289088","authorIdStr":"3547253536289088"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AKER\">$Akers Biosciences Inc(AKER)$</a>这是个恶庄，大家赶紧逃😡","listText":"<a href=\"https://laohu8.com/S/AKER\">$Akers Biosciences Inc(AKER)$</a>这是个恶庄，大家赶紧逃😡","text":"$Akers Biosciences Inc(AKER)$这是个恶庄，大家赶紧逃😡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345424386","isVote":1,"tweetType":1,"viewCount":1846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940847197,"gmtCreate":1593758568919,"gmtModify":1704203151630,"author":{"id":"3547253536289088","authorId":"3547253536289088","name":"Johnny812","avatar":"https://static.tigerbbs.com/e25d58788ab65295ce6f25b1c8015ea1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547253536289088","authorIdStr":"3547253536289088"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940847197","repostId":"2046692395","repostType":2,"repost":{"id":"2046692395","pubTimestamp":1593298320,"share":"https://www.laohu8.com/m/news/2046692395?lang=&edition=full","pubTime":"2020-06-28 06:52","market":"sh","language":"zh","title":"林华医疗冲刺IPO：曾多次卷入商业贿赂事件 高层销售人员平均月薪超10万","url":"https://stock-news.laohu8.com/highlight/detail?id=2046692395","media":"金融界","summary":"原标题：林华医疗冲刺IPO：曾多次卷入商业贿赂事件 高层销售人员平均月薪超10万 来源：中国网财经中国网财经6月28日讯（记者 牛荷）近日，中国证监会二度披露苏州林华医疗器械股份有限公司（“林华医疗”","content":"<html><body><p>原标题：林华医疗冲刺IPO：曾多次卷入商业贿赂事件 高层销售人员平均月薪超10万 来源：中国网财经</p><p>中国网财经6月28日讯（记者 牛荷）近日，中国证监会二度披露苏州林华医疗器械股份有限公司（“林华医疗”）招股书。</p><p>作为新三板挂牌企业，林华医疗此次冲刺A股IPO，虽是机遇，却也引发了行业的关注和争议。有媒体质疑称，近三年，林华医疗销售费用远超同期研发费用，且销售费用率高于同行业企业平均水平。</p><p>此外，招股书显示，林华医疗还曾因频繁股权转让遭证监会问询；存在依赖经销商渠道、产品单一等风险。</p><p>来源：中国证监会</p><p><font>销售费用超研发10倍以上 高层销售人员平均月薪超10万</font></p><p>记者梳理招股书发现，2017年至2019年，林华医疗销售费用是同期研发费用的10倍不止，且销售费用率高于多家同行企业。</p><p>数据显示，2017年至2019年，林华医疗销售费用分别为1.76亿元、2.03亿元和 2.42亿元，占营业收入比例分别为29.25%、29.56%和30.53%；同期研发费用分别为1444.99万元、1834.65万元、2014.25万元，占同期营收比例分别为2.39%、2.67%、2.54%，不足同期销售费用的十分之一。</p><p>记者注意到，林华医疗的销售费用率始终高于<a href=\"https://laohu8.com/S/300453\">三鑫医疗</a>等其他7家同行业上市企业销售费用率的平均值，其中，三鑫医疗、<a href=\"https://laohu8.com/S/603987\">康德莱</a>销售费用率始终不足同期林华医疗销售费用率的一半。</p><p>招股书显示，林华医疗的销售费用主要由职工薪酬和业务宣传费构成，报告期内两项费用合计占总销售费用比例始终超80%，而销售人员职工薪酬却连续3年“独占鳌头”，且所占份额逐渐扩大。</p><p>财报数据显示，2017年至2019年，林华医疗销售职工薪酬分别为1.11亿元、1.33亿元、1.65亿元，占当期销售费用比例分别为63.06%、65.36%、68.34%。其中，2018年职工薪酬同比增长19.36%，2019年职工薪酬同比增长24.42%。</p><p>对此，林华医疗在招股书中透露，职工薪酬增长的主要原因包括在原有的奖金制度基础上新设季度奖金，给予销售人员更高的奖励系数；销售人员目标业绩达成率普遍提升，奖金总额增加；针对业绩突出的省区给予了较高的奖金计提比例等。</p><p>林华医疗销售人员工资表显示，2017年至2019年，普通销售人员平均工资分别为19.05万元、22.74万元、28.25万元；中层销售人员平均工资分别为66.30万元、75.69万元、88.90万元；高层销售人员平均工资分别为83.85万元、102.45万元、141.18万元。</p><p>相较而言，2017年至2019年，同行业企业三鑫医疗、康德莱的职工薪酬占营业收入的比重始终未突破4%，而林华医疗的这一比例却超过18%，且呈逐年增长态势。</p><p>有媒体报道称，林华医疗平均每名销售人员为公司所创造的营收，与同行业的三鑫医疗、康德莱、<a href=\"https://laohu8.com/S/01066\">威高股份</a>平均每名销售人员为公司创造的营收存在较大差距，因而被质疑为“高薪低能”。</p><p>实际上，在林华医疗2019年12月报送招股书后，2020年4月份，中国证监会就曾对其发布的招股书给予反馈意见，并重点问询了职工薪酬及销售费用居高不下等问题。</p><p>来源：中国证监会 来源：招股书反馈意见</p><p><font>频繁股权转让遭证监会问询</font></p><p>公开资料显示，林华医疗前身为苏州林华医疗器械有限公司，于2015年9月整体变更为股份公司。2016年，林华医疗在新三板挂牌，专业从事临床血管给药工具研发、生产和销售。</p><p>据招股书介绍，公司董事长、总经理吴林元持有公司股份79.99%，是控股股东；吴文燕（吴林元之女）持股9.21%，担任公司董事，两人合计持股89.20%。而自2002年以来，吴林元一直持有公司不低于70%的股权，始终处于控股地位。</p><p>林华医疗股权结构图（来源：招股书）</p><p>值得注意的是，据招股书披露，林华医疗在2015年整体变更为股份公司之前，曾累计股权转让8次，并重复变动企业性质。</p><p>2015年3月，在第7次股权转让中，吴林元将其2%股权转让给Highlight Biotech Limited，有限公司变更为中外合资企业。</p><p>2015年7月，在第8次股权转让中，因“吴林元诉称其与Highlight Biotech Limited签署《股权转让协议》时，协议将股权转让价格210万美元误写为210万人民币，该等事项构成重大误解，请求撤销双方签署的《股权转让协议》”，最终Highlight Biotech Limited名下2%股权恢复登记至吴林元名下，中外合资企业变更为有限公司（自然人控股）。</p><p>2015年7月，在第三次增资中，Green Medical对林华有限增资5100.00万元，其中，161.00万元计入注册资本，有限公司（自然人控股）又变更为中外合资企业。</p><p>来源：招股书</p><p>林华医疗上述一系列动作引起了中国证监会的关注。</p><p>今年4月份，中国证监会在披露的“招股书反馈意见”中问询其历次股权转让原因，交易定价依据是否公允，交易资金来源是否合法，是否存在亲属之间溢价转让的情形，是否具有合理性，说明自然人股东背景和机构股东的股权结构（直至自然人或国资股东），是否与控股股东、实控人、董监高存在关联关系，是否存在股份代持、委托持股的情形；并要求其说明企业性质重复变动的原因，是否涉及税收补缴事项等问题。</p><p>林华医疗在招股书中解释，实控人就历次股权转让、未分配利润转增股本、整体变更等事项履行了个人纳税义务，不存在违法违规行为，不存在受到相关行政处罚之情形；林华医疗历次股权转让主要为家庭或者家族成员之间的股权转让，或者为实现高管员工持股而发生的股权转让。股权受让方资金为自有合法资金，不存在通过亲属溢价转让进行利益输送或者股份代持之情形。</p><p>来源：招股书</p><p><font>产品单一、 产能利用率连续下跌</font></p><p>除了此前频繁进行股权转让引发中国证监会质疑，记者梳理发现，林华医疗还面临着产品单一、过于依赖经销商渠道、产能利用率连续下跌等问题。</p><p>招股书披露的财务数据显示，2017年至2019年，林华医疗营收分别为6.03亿元 、6.88亿元 、7.92亿元；同期归属于母公司所有者的净利润分别为1.68亿元、1.73亿元、2.07亿元，营收和净利润均持续增长。</p><p>在业绩持续向好的背后，是林华医疗营收的“重头戏”—“静脉留置针”产品的热销。</p><p>据介绍，林华医疗的销售收入和利润主要来源于“静脉留置针”产品。2017年至2019年期间，“留置针”类产品销售金额分别为5.18亿元、5.80亿元、6.77亿元，占主营业务收入的比例分别为85.85%、84.48%、85.48%。</p><p>林华医疗在招股书中透露，公司营收对“留置针”类产品的依赖较大，如果“留置针”类产品的销售出现问题，将给经营带来较大风险。</p><p>值得关注的是，同期“留置针”产品的产能、产量、销量虽在持续增加，但产能利用率却持续下滑，分别为95.12%、91.18%、80.09%，三年下跌了15个百分点左右。</p><p>据介绍，林华医疗的产品销售主要以经销为主，目前拥有一级经销商约1020家，二级经销商约741家，覆盖约3389家终端医院。2017年至2019年，经销收入占公司主营业务收入的比例分别为90.61%、89.50%及91.80%。</p><p>对此，林华医疗在招股书中透露，随着公司营销网络的扩大，对经销商管理难度也进一步扩大，如果出现经销商不遵从其关于销售区域的经营秩序以及经销商自身经营不善等情形，可能导致产品在该区域销售出现下滑，从而影响产品销售。</p><p><font>曾多次卷入“商业贿赂”事件</font></p><p>不仅如此，记者梳理发现，林华医疗此前还多次卷入商业贿赂丑闻。</p><p>2019年12月26日，中国裁判文书网公布的“道布代受贿罪一审刑事判决书（（2019）新2801刑初761号）”显示，道布代为原巴州人民医院装备科副主任。2009年至2016年，道布代利用职务便利为江苏盛韧源医疗器械有限公司经销商李某在办理医用耗材出入库手续及继续取得“林华留置针”在巴州医院授权代理等方面提供帮助，先后收受李某所送现金29万元。</p><p>2016年6月21日，中国裁判文书网发布的“扶某某受贿罪一审刑事判决书（（2015）桂刑初字第00037号）”显示，扶某某在2008年7月至2012年11月担任桂东县人民医院药械科副主任（主持工作）、主任期间，违反国家规定，在桂东县人民医院药品采购环节中，收受桂东县人民医院药品供应商吴某某等5人共计人民币56.55万元的药品回扣归其个人所有。其中，2011年11月，黄某某为了销售2000支林华牌留置针至桂东县人民医院，有一次其在郴州市申湘4S店找到扶某某送给他人民币1万元。事后扶某某在黄某某处采购了2000支“林华牌留置针”，并帮忙办理了耗材入库手续。</p><p>记者就上述问题致函林华医疗，截至发稿，未收到任何回复。</p><div></div><div></div></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>林华医疗冲刺IPO：曾多次卷入商业贿赂事件 高层销售人员平均月薪超10万</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{ 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{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林华医疗冲刺IPO：曾多次卷入商业贿赂事件 高层销售人员平均月薪超10万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-28 06:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-06-28/doc-iirczymk9280242.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：林华医疗冲刺IPO：曾多次卷入商业贿赂事件 高层销售人员平均月薪超10万 来源：中国网财经中国网财经6月28日讯（记者 牛荷）近日，中国证监会二度披露苏州林华医疗器械股份有限公司（“林华医疗”）招股书。作为新三板挂牌企业，林华医疗此次冲刺A股IPO，虽是机遇，却也引发了行业的关注和争议。有媒体质疑称，近三年，林华医疗销售费用远超同期研发费用，且销售费用率高于同行业企业平均水平。此外，招股书...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-06-28/doc-iirczymk9280242.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/652439e9a583362a48785b3b6c9d61c0","relate_stocks":{"603987":"康德莱"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-06-28/doc-iirczymk9280242.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2046692395","content_text":"原标题：林华医疗冲刺IPO：曾多次卷入商业贿赂事件 高层销售人员平均月薪超10万 来源：中国网财经中国网财经6月28日讯（记者 牛荷）近日，中国证监会二度披露苏州林华医疗器械股份有限公司（“林华医疗”）招股书。作为新三板挂牌企业，林华医疗此次冲刺A股IPO，虽是机遇，却也引发了行业的关注和争议。有媒体质疑称，近三年，林华医疗销售费用远超同期研发费用，且销售费用率高于同行业企业平均水平。此外，招股书显示，林华医疗还曾因频繁股权转让遭证监会问询；存在依赖经销商渠道、产品单一等风险。来源：中国证监会销售费用超研发10倍以上 高层销售人员平均月薪超10万记者梳理招股书发现，2017年至2019年，林华医疗销售费用是同期研发费用的10倍不止，且销售费用率高于多家同行企业。数据显示，2017年至2019年，林华医疗销售费用分别为1.76亿元、2.03亿元和 2.42亿元，占营业收入比例分别为29.25%、29.56%和30.53%；同期研发费用分别为1444.99万元、1834.65万元、2014.25万元，占同期营收比例分别为2.39%、2.67%、2.54%，不足同期销售费用的十分之一。记者注意到，林华医疗的销售费用率始终高于三鑫医疗等其他7家同行业上市企业销售费用率的平均值，其中，三鑫医疗、康德莱销售费用率始终不足同期林华医疗销售费用率的一半。招股书显示，林华医疗的销售费用主要由职工薪酬和业务宣传费构成，报告期内两项费用合计占总销售费用比例始终超80%，而销售人员职工薪酬却连续3年“独占鳌头”，且所占份额逐渐扩大。财报数据显示，2017年至2019年，林华医疗销售职工薪酬分别为1.11亿元、1.33亿元、1.65亿元，占当期销售费用比例分别为63.06%、65.36%、68.34%。其中，2018年职工薪酬同比增长19.36%，2019年职工薪酬同比增长24.42%。对此，林华医疗在招股书中透露，职工薪酬增长的主要原因包括在原有的奖金制度基础上新设季度奖金，给予销售人员更高的奖励系数；销售人员目标业绩达成率普遍提升，奖金总额增加；针对业绩突出的省区给予了较高的奖金计提比例等。林华医疗销售人员工资表显示，2017年至2019年，普通销售人员平均工资分别为19.05万元、22.74万元、28.25万元；中层销售人员平均工资分别为66.30万元、75.69万元、88.90万元；高层销售人员平均工资分别为83.85万元、102.45万元、141.18万元。相较而言，2017年至2019年，同行业企业三鑫医疗、康德莱的职工薪酬占营业收入的比重始终未突破4%，而林华医疗的这一比例却超过18%，且呈逐年增长态势。有媒体报道称，林华医疗平均每名销售人员为公司所创造的营收，与同行业的三鑫医疗、康德莱、威高股份平均每名销售人员为公司创造的营收存在较大差距，因而被质疑为“高薪低能”。实际上，在林华医疗2019年12月报送招股书后，2020年4月份，中国证监会就曾对其发布的招股书给予反馈意见，并重点问询了职工薪酬及销售费用居高不下等问题。来源：中国证监会 来源：招股书反馈意见频繁股权转让遭证监会问询公开资料显示，林华医疗前身为苏州林华医疗器械有限公司，于2015年9月整体变更为股份公司。2016年，林华医疗在新三板挂牌，专业从事临床血管给药工具研发、生产和销售。据招股书介绍，公司董事长、总经理吴林元持有公司股份79.99%，是控股股东；吴文燕（吴林元之女）持股9.21%，担任公司董事，两人合计持股89.20%。而自2002年以来，吴林元一直持有公司不低于70%的股权，始终处于控股地位。林华医疗股权结构图（来源：招股书）值得注意的是，据招股书披露，林华医疗在2015年整体变更为股份公司之前，曾累计股权转让8次，并重复变动企业性质。2015年3月，在第7次股权转让中，吴林元将其2%股权转让给Highlight Biotech Limited，有限公司变更为中外合资企业。2015年7月，在第8次股权转让中，因“吴林元诉称其与Highlight Biotech Limited签署《股权转让协议》时，协议将股权转让价格210万美元误写为210万人民币，该等事项构成重大误解，请求撤销双方签署的《股权转让协议》”，最终Highlight Biotech Limited名下2%股权恢复登记至吴林元名下，中外合资企业变更为有限公司（自然人控股）。2015年7月，在第三次增资中，Green Medical对林华有限增资5100.00万元，其中，161.00万元计入注册资本，有限公司（自然人控股）又变更为中外合资企业。来源：招股书林华医疗上述一系列动作引起了中国证监会的关注。今年4月份，中国证监会在披露的“招股书反馈意见”中问询其历次股权转让原因，交易定价依据是否公允，交易资金来源是否合法，是否存在亲属之间溢价转让的情形，是否具有合理性，说明自然人股东背景和机构股东的股权结构（直至自然人或国资股东），是否与控股股东、实控人、董监高存在关联关系，是否存在股份代持、委托持股的情形；并要求其说明企业性质重复变动的原因，是否涉及税收补缴事项等问题。林华医疗在招股书中解释，实控人就历次股权转让、未分配利润转增股本、整体变更等事项履行了个人纳税义务，不存在违法违规行为，不存在受到相关行政处罚之情形；林华医疗历次股权转让主要为家庭或者家族成员之间的股权转让，或者为实现高管员工持股而发生的股权转让。股权受让方资金为自有合法资金，不存在通过亲属溢价转让进行利益输送或者股份代持之情形。来源：招股书产品单一、 产能利用率连续下跌除了此前频繁进行股权转让引发中国证监会质疑，记者梳理发现，林华医疗还面临着产品单一、过于依赖经销商渠道、产能利用率连续下跌等问题。招股书披露的财务数据显示，2017年至2019年，林华医疗营收分别为6.03亿元 、6.88亿元 、7.92亿元；同期归属于母公司所有者的净利润分别为1.68亿元、1.73亿元、2.07亿元，营收和净利润均持续增长。在业绩持续向好的背后，是林华医疗营收的“重头戏”—“静脉留置针”产品的热销。据介绍，林华医疗的销售收入和利润主要来源于“静脉留置针”产品。2017年至2019年期间，“留置针”类产品销售金额分别为5.18亿元、5.80亿元、6.77亿元，占主营业务收入的比例分别为85.85%、84.48%、85.48%。林华医疗在招股书中透露，公司营收对“留置针”类产品的依赖较大，如果“留置针”类产品的销售出现问题，将给经营带来较大风险。值得关注的是，同期“留置针”产品的产能、产量、销量虽在持续增加，但产能利用率却持续下滑，分别为95.12%、91.18%、80.09%，三年下跌了15个百分点左右。据介绍，林华医疗的产品销售主要以经销为主，目前拥有一级经销商约1020家，二级经销商约741家，覆盖约3389家终端医院。2017年至2019年，经销收入占公司主营业务收入的比例分别为90.61%、89.50%及91.80%。对此，林华医疗在招股书中透露，随着公司营销网络的扩大，对经销商管理难度也进一步扩大，如果出现经销商不遵从其关于销售区域的经营秩序以及经销商自身经营不善等情形，可能导致产品在该区域销售出现下滑，从而影响产品销售。曾多次卷入“商业贿赂”事件不仅如此，记者梳理发现，林华医疗此前还多次卷入商业贿赂丑闻。2019年12月26日，中国裁判文书网公布的“道布代受贿罪一审刑事判决书（（2019）新2801刑初761号）”显示，道布代为原巴州人民医院装备科副主任。2009年至2016年，道布代利用职务便利为江苏盛韧源医疗器械有限公司经销商李某在办理医用耗材出入库手续及继续取得“林华留置针”在巴州医院授权代理等方面提供帮助，先后收受李某所送现金29万元。2016年6月21日，中国裁判文书网发布的“扶某某受贿罪一审刑事判决书（（2015）桂刑初字第00037号）”显示，扶某某在2008年7月至2012年11月担任桂东县人民医院药械科副主任（主持工作）、主任期间，违反国家规定，在桂东县人民医院药品采购环节中，收受桂东县人民医院药品供应商吴某某等5人共计人民币56.55万元的药品回扣归其个人所有。其中，2011年11月，黄某某为了销售2000支林华牌留置针至桂东县人民医院，有一次其在郴州市申湘4S店找到扶某某送给他人民币1万元。事后扶某某在黄某某处采购了2000支“林华牌留置针”，并帮忙办理了耗材入库手续。记者就上述问题致函林华医疗，截至发稿，未收到任何回复。","news_type":1},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959851976,"gmtCreate":1589864524695,"gmtModify":1704190900235,"author":{"id":"3547253536289088","authorId":"3547253536289088","name":"Johnny812","avatar":"https://static.tigerbbs.com/e25d58788ab65295ce6f25b1c8015ea1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547253536289088","authorIdStr":"3547253536289088"},"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/959851976","repostId":"1166553267","repostType":4,"repost":{"id":"1166553267","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1589863027,"share":"https://www.laohu8.com/m/news/1166553267?lang=&edition=full","pubTime":"2020-05-19 12:37","market":"us","language":"zh","title":"特斯拉4月中国注册量从3月份的12709辆下降到4633辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1166553267","media":"老虎资讯综合","summary":"汽车行业市场预测机构LMC：特斯拉公司的4月中国汽车注册量从3月份的12709辆下降到4633辆。","content":"<p><span>汽车行业市场预测机构LMC：<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司的4月中国汽车注册量从3月份的12709辆下降到4633辆。</span></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉4月中国注册量从3月份的12709辆下降到4633辆</title>\n<style 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司的4月中国汽车注册量从3月份的12709辆下降到4633辆。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/70e102e507c2847f752c0a95880de78e","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166553267","content_text":"汽车行业市场预测机构LMC：特斯拉公司的4月中国汽车注册量从3月份的12709辆下降到4633辆。","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924957100,"gmtCreate":1588195219300,"gmtModify":1704366896983,"author":{"id":"3547253536289088","authorId":"3547253536289088","name":"Johnny812","avatar":"https://static.tigerbbs.com/e25d58788ab65295ce6f25b1c8015ea1","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547253536289088","authorIdStr":"3547253536289088"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/924957100","repostId":"2031351372","repostType":2,"repost":{"id":"2031351372","pubTimestamp":1588194598,"share":"https://www.laohu8.com/m/news/2031351372?lang=&edition=full","pubTime":"2020-04-30 05:09","market":"us","language":"zh","title":"瑞德西韦现“神反转”，美股三大股指大涨逾2%均创反弹新高，特斯拉一季度财报亮眼，A股概念股今天有机会？","url":"https://stock-news.laohu8.com/highlight/detail?id=2031351372","media":"每日经济新闻","summary":"美东时间4月29日周三，美股三大股指高开高走，收盘均涨超2%。道指涨532点或2.21%，纳斯达克指数涨3.57%，标普500指数涨2.66%。三大股指均创本轮反弹以来新高。美国运通涨近9%，波音涨近","content":"<div>\n<p>美东时间4月29日周三，美股三大股指高开高走，收盘均涨超2%。道指涨532点或2.21%，纳斯达克指数涨3.57%，标普500指数涨2.66%。三大股指均创本轮反弹以来新高。美国运通涨近9%，波音涨近6%，纷纷领涨道指。科技股普涨，苹果涨逾3%，特斯拉涨超4%，谷歌涨近9%，美光科技涨近10%。此外，盘后多家公司公布了最新的财务数据。微软：第三财季营收350亿美元，市场预期336亿美元，去年同期...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020043005111079d1e70f&s=b\">Web Link</a>\n\n</div>\n","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\" 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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瑞德西韦现“神反转”，美股三大股指大涨逾2%均创反弹新高，特斯拉一季度财报亮眼，A股概念股今天有机会？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-30 05:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020043005111079d1e70f&s=b><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间4月29日周三，美股三大股指高开高走，收盘均涨超2%。道指涨532点或2.21%，纳斯达克指数涨3.57%，标普500指数涨2.66%。三大股指均创本轮反弹以来新高。美国运通涨近9%，波音涨近6%，纷纷领涨道指。科技股普涨，苹果涨逾3%，特斯拉涨超4%，谷歌涨近9%，美光科技涨近10%。此外，盘后多家公司公布了最新的财务数据。微软：第三财季营收350亿美元，市场预期336亿美元，去年同期...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020043005111079d1e70f&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/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSLA":"特斯拉","GILD":"吉利德科学"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020043005111079d1e70f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2031351372","content_text":"美东时间4月29日周三，美股三大股指高开高走，收盘均涨超2%。道指涨532点或2.21%，纳斯达克指数涨3.57%，标普500指数涨2.66%。三大股指均创本轮反弹以来新高。美国运通涨近9%，波音涨近6%，纷纷领涨道指。科技股普涨，苹果涨逾3%，特斯拉涨超4%，谷歌涨近9%，美光科技涨近10%。此外，盘后多家公司公布了最新的财务数据。微软：第三财季营收350亿美元，市场预期336亿美元，去年同期306亿美元；EPS1.4美元，预期1.29美元，去年同期1.14美元；智能云收入112.8亿美元，去年同期96亿美元。微软盘后股价大涨逾4%。Facebook：第一季度总营收177.4亿美元，市场预期175.2亿美元，去年同期150.77亿美元。第一季度净利润49亿美元，市场预期49.6亿美元，去年同期24.29亿美元。Facebook盘后涨幅扩大至近10%。特斯拉周三收涨逾4%，最新股价报800.51美元，自3月18日低点以来，已累计反弹超过120%。而受益于一季报好于市场预期影响，截至发稿，特斯拉周三盘后再度大涨逾9%。特斯拉一季度财报显示，第一季度总营收59.9亿美元，市场预期59亿美元，去年同期45.41亿美元。第一季度调整后每股盈利1.24美元，市场预期每股亏损0.36美元。第一季度交付88496辆汽车，其中Model 3与Model Y交付76266辆，Model S与Model X交付12230辆；第一季度生产了102672辆汽车，其中生产Model 3与Model Y 87282辆，生产Model S与Model X交付15390辆。特斯拉表示，今年的汽车交付量有能力超过50万辆；预计美国Fremont工厂Model Y和上海工厂Model 3的产量将在第二季度逐步增加；预计到2020年中上海工厂Model 3产量将增至4000辆/周（20万/年）。尽管宣布生产中断，但今年的汽车交付能力已超过50万辆；上海工厂的毛利率正接近美国生产Model 3的毛利率。Model Y毛利率在第一季度为正值；能源业务的预订量持续扩大。消息面上，美国商务部周三报告称，今年第一季度美国实际国内生产总值(GDP)下降4.8%，远低于前值的2.1%，这也是2009年以来最大的季度跌幅。白宫经济顾问委员会主席哈西特也表示，投资者应该为即将到来的大量负面数据做好准备，预计美国第二季度GDP数据将出现更大幅度的滑坡。美联储周三下午宣布最新货币政策决定：基准利率维持在0%-0.25%不变。FOMC称，将继续按照所需数量购买国债和抵押贷款支持证券；将维持利率在低位，直至美联储有信心通胀能回归正轨。FOMC承诺使用所有工具以支撑美国经济，承诺继续进行大规模隔夜和定期回购操作；将继续监测经济前景和公共卫生方面的最新信息，以及制定未来政策方面的全球发展状况。吉利德科学(GILD)公司宣布瑞德西韦用于治疗冠状病毒的临床试验已达到主要评估指标。瑞德西韦的首个新冠临床试验研究结果显示：64%的患者在14天内出现临床改善，61%的患者出院。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}