WilllllChen的个人主页 - 老虎社区

WilllllChen

WilllllChen

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IP属地：广东

67关注

23粉丝

15主题

0勋章

08-27

$美兰空港(00357)$ 媒体都在渲染亏损扩大200%，就不提亏损是因为3亿的赔款，其实各项指标都是在改善的，在我看来是买入的时机

2022-11-17

$Tiger Brokers(TIGR)$ 切换个关注列表都这么难，老虎产品的脑子是怎么想的?

2022-11-01

$蜗牛游戏(SNAL)$当年还买过他家的安卓掌机，印象中干啥都不行……游戏硬件没了，虚拟运营商业务没了，游戏代理就靠一款游戏翻了身，就看看有没有资金来炒了[笑哭]

2022-06-19

越做越垃圾！$Tiger Brokers(TIGR)$

2022-05-26

很多影视剧下架了，裁员也裁了，而会员收入具有滞后性，下个季度就不好说了……

爱奇艺Q1营收72.77亿元，净利润远超市场预期

2022-05-13

汇款神器，谁用谁知道 $WISE PLC(WIZEY)$$WISE PLC(WISE.UK)$

2022-03-31

增发200%股份[Cry] $Air New Zealand(AIZ.AU)$

2022-03-15

确定这不是俄股吗？$Direxion Daily FTSE China bull 3x Shares(YINN)$

2022-03-03

$耶弗拉兹公司(EVR.UK)$60便士的股价里面还有0.5美元近期股息，股价相当于只剩下20便士

2022-03-02

$俄罗斯联邦储蓄银行(SBER.UK)$算你狠[笑哭]

2022-02-28

$俄罗斯联邦储蓄银行(SBER.UK)$只要不倒闭就行[笑哭]

2022-02-24

$俄罗斯联邦储蓄银行(SBER.UK)$$JSC VTB BK. S(VTBR.UK)$等待入场时机

2021-08-17

盐田港没有吸引力

原报告｜盐田港、普洛斯与顺丰房托：物流REITs竞逐的未来

2021-07-30

居然还有新闻联播...........[笑哭] [笑哭]

抱歉，原内容已删除

2021-07-19

$天然气主连 2108(NGmain)$ MD就你最牛，为啥我偏偏做空了你[喷血]

2021-07-16

$易捷航空(EZJ.UK)$ 现在看来疫情不会被疫苗消灭，也不会有太多好消息提振航空股，仿佛看不到尽头...

2021-07-16

数字货币之所以流行，恰恰是因为没有央行二字…..

抱歉，原内容已删除

2021-07-09

什么玩意，新东方在线啥时候52了

新东方在线(01797.HK)跌超10%，现报52.85港元，此前大和将其...

2021-06-22

下跌警惕！

高盛上调中电信(00728.HK)目标价至3.7元估算明年股息率料高达10%

2021-06-17

该买了？

高盛公司将中国联通评级下调至卖出

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>","text":"越做越垃圾！$Tiger Brokers(TIGR)$","images":[{"img":"https://static.tigerbbs.com/548f58ec9886d95803edae27731806c8","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/689670588","isVote":1,"tweetType":1,"viewCount":2140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":614640910,"gmtCreate":1653562479832,"gmtModify":1704857560213,"author":{"id":"3552908658229606","authorId":"3552908658229606","name":"WilllllChen","avatar":"https://static.tigerbbs.com/ac12984bb3d16979ad2c247b4ce794d7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552908658229606","authorIdStr":"3552908658229606"},"themes":[],"htmlText":"很多影视剧下架了，裁员也裁了，而会员收入具有滞后性，下个季度就不好说了……","listText":"很多影视剧下架了，裁员也裁了，而会员收入具有滞后性，下个季度就不好说了……","text":"很多影视剧下架了，裁员也裁了，而会员收入具有滞后性，下个季度就不好说了……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614640910","repostId":"1194346108","repostType":4,"repost":{"id":"1194346108","kind":"news","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":1653554077,"share":"https://www.laohu8.com/m/news/1194346108?lang=&edition=full","pubTime":"2022-05-26 16:34","market":"other","language":"zh","title":"爱奇艺Q1营收72.77亿元，净利润远超市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1194346108","media":"老虎资讯综合","summary":"5月26日，爱奇艺发布2022年第一季度业绩。财报显示，第一季营收72.77亿元，市场预期72.19亿元，去年同期79.68亿元；净利润1.69亿元，市场预期净亏损6.65亿元，去年同期净亏损12.7","content":"<html><head></head><body><p>5月26日，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>发布2022年第一季度业绩。财报显示，第一季营收72.77亿元，市场预期72.19亿元，去年同期79.68亿元；净利润1.69亿元，市场预期净亏损6.65亿元，去年同期净亏损12.7亿元；每股收益0.21元，市场预期每股亏损0.69元，去年同期每股亏损1.61元。</p><p>第一季度日均订阅会员总数为1.014亿，而2021年同期为1.054亿，2021年第四季度为9700万。</p><p>第一季度每会员月平均收入（ARM）为14.69元，而2021年同期为13.64元，2021年第四季度为14.16元。</p><p>财报发布后，爱奇艺盘前涨幅持续扩大，现涨逾15%。</p><p><img src=\"https://static.tigerbbs.com/ce4f11e0ac9d713249481b60c84f10b3\" tg-width=\"889\" tg-height=\"827\" referrerpolicy=\"no-referrer\"/></p><p><b>第一季度财务业绩：</b></p><p>总营收为73亿元（约合11亿美元），同比下滑9%。</p><p>会员服务营收为45亿元（约合7.054亿美元），同比增长4%。</p><p>在线广告服务营收为13亿元（约合2.110亿美元），同比下滑30%。</p><p>内容分发营收为6.261亿元（约合9880万美元），同比下滑20%。</p><p>其他营收为8.422亿元（约合1.328亿元），同比下滑12%。</p><p>营收成本为60亿元（约合9.408亿美元），同比下滑16%。</p><p>销售、总务和行政支出为7.448亿元（约合1.175亿美元），同比下降38%。</p><p>研发支出为4.750亿元（约合7490万美元），同比下滑29%。</p><p>运营利润为9340万元（约合1470万美元），运营利润率为1%；而上年同期运营亏损为10亿元，运营亏损率为13%。</p><p>不按美国通用会计准则，运营利润为3.266亿元（约合5150万美元），运营利润率为4%；而上年同期运营亏损为6.582亿元，运营亏损率为8%。</p><p>其他收益总额为9730万元（约合1540万美元），而上年同期其他支出总额为2.224亿元。</p><p>税前利润为1.907亿元（约合3010万美元），而上年同期税前亏损为12亿美元。</p><p>归属于爱奇艺的净利润为1.691亿元（约合2670万美元），而上年同期净亏损13亿元。</p><p>不按美国通用会计准则，归属于爱奇艺的净利润为1.622亿元（约合2560万美元），而上年同期净亏损10亿元。</p><p>每股美国存托股（ADS）摊薄净收益为0.21元（约合0.03美元），而上年同期每股美国存托股摊薄净亏损1.61元。</p><p>不按美国通用会计准则，每股美国存托股（ADS）摊薄净收益为0.20元（约合0.03美元），而上年同期每股美国存托股摊薄净亏损1.30元。</p><p>截至2022年3月31日，爱奇艺所持现金、现金等价物、限制性现金和短期投资总额为52亿元（约合8.148亿美元）。</p><p>爱奇艺创始人兼CEO龚宇：在2022年第一季度，我们推出的一系列优质内容推动了会员业务的增长。同时，通过采取多种提升运营效率的有效措施，爱奇艺实现了利润的增长和利润率的改善。接下来，我们将坚持同样的策略，这将为我们的用户、股东以及在爱奇艺生态中的所有参与者创造价值。</p><p>爱奇艺CFO汪骏：过去三个季度，我们的毛利率持续增长，并于2022年第一季度达到历史新高。与此同时，运营费用连续三个季度持续下降。这些数字的背后，是我们为提高运营效率和提升业务扩展性做出的不懈努力，以更好地为长远发展做准备。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>爱奇艺Q1营收72.77亿元，净利润远超市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n爱奇艺Q1营收72.77亿元，净利润远超市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-05-26 16:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月26日，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>发布2022年第一季度业绩。财报显示，第一季营收72.77亿元，市场预期72.19亿元，去年同期79.68亿元；净利润1.69亿元，市场预期净亏损6.65亿元，去年同期净亏损12.7亿元；每股收益0.21元，市场预期每股亏损0.69元，去年同期每股亏损1.61元。</p><p>第一季度日均订阅会员总数为1.014亿，而2021年同期为1.054亿，2021年第四季度为9700万。</p><p>第一季度每会员月平均收入（ARM）为14.69元，而2021年同期为13.64元，2021年第四季度为14.16元。</p><p>财报发布后，爱奇艺盘前涨幅持续扩大，现涨逾15%。</p><p><img src=\"https://static.tigerbbs.com/ce4f11e0ac9d713249481b60c84f10b3\" tg-width=\"889\" tg-height=\"827\" referrerpolicy=\"no-referrer\"/></p><p><b>第一季度财务业绩：</b></p><p>总营收为73亿元（约合11亿美元），同比下滑9%。</p><p>会员服务营收为45亿元（约合7.054亿美元），同比增长4%。</p><p>在线广告服务营收为13亿元（约合2.110亿美元），同比下滑30%。</p><p>内容分发营收为6.261亿元（约合9880万美元），同比下滑20%。</p><p>其他营收为8.422亿元（约合1.328亿元），同比下滑12%。</p><p>营收成本为60亿元（约合9.408亿美元），同比下滑16%。</p><p>销售、总务和行政支出为7.448亿元（约合1.175亿美元），同比下降38%。</p><p>研发支出为4.750亿元（约合7490万美元），同比下滑29%。</p><p>运营利润为9340万元（约合1470万美元），运营利润率为1%；而上年同期运营亏损为10亿元，运营亏损率为13%。</p><p>不按美国通用会计准则，运营利润为3.266亿元（约合5150万美元），运营利润率为4%；而上年同期运营亏损为6.582亿元，运营亏损率为8%。</p><p>其他收益总额为9730万元（约合1540万美元），而上年同期其他支出总额为2.224亿元。</p><p>税前利润为1.907亿元（约合3010万美元），而上年同期税前亏损为12亿美元。</p><p>归属于爱奇艺的净利润为1.691亿元（约合2670万美元），而上年同期净亏损13亿元。</p><p>不按美国通用会计准则，归属于爱奇艺的净利润为1.622亿元（约合2560万美元），而上年同期净亏损10亿元。</p><p>每股美国存托股（ADS）摊薄净收益为0.21元（约合0.03美元），而上年同期每股美国存托股摊薄净亏损1.61元。</p><p>不按美国通用会计准则，每股美国存托股（ADS）摊薄净收益为0.20元（约合0.03美元），而上年同期每股美国存托股摊薄净亏损1.30元。</p><p>截至2022年3月31日，爱奇艺所持现金、现金等价物、限制性现金和短期投资总额为52亿元（约合8.148亿美元）。</p><p>爱奇艺创始人兼CEO龚宇：在2022年第一季度，我们推出的一系列优质内容推动了会员业务的增长。同时，通过采取多种提升运营效率的有效措施，爱奇艺实现了利润的增长和利润率的改善。接下来，我们将坚持同样的策略，这将为我们的用户、股东以及在爱奇艺生态中的所有参与者创造价值。</p><p>爱奇艺CFO汪骏：过去三个季度，我们的毛利率持续增长，并于2022年第一季度达到历史新高。与此同时，运营费用连续三个季度持续下降。这些数字的背后，是我们为提高运营效率和提升业务扩展性做出的不懈努力，以更好地为长远发展做准备。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f48fbc541b07547e95dfb5b1221fb6ed","relate_stocks":{"IQ":"爱奇艺"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194346108","content_text":"5月26日，爱奇艺发布2022年第一季度业绩。财报显示，第一季营收72.77亿元，市场预期72.19亿元，去年同期79.68亿元；净利润1.69亿元，市场预期净亏损6.65亿元，去年同期净亏损12.7亿元；每股收益0.21元，市场预期每股亏损0.69元，去年同期每股亏损1.61元。第一季度日均订阅会员总数为1.014亿，而2021年同期为1.054亿，2021年第四季度为9700万。第一季度每会员月平均收入（ARM）为14.69元，而2021年同期为13.64元，2021年第四季度为14.16元。财报发布后，爱奇艺盘前涨幅持续扩大，现涨逾15%。第一季度财务业绩：总营收为73亿元（约合11亿美元），同比下滑9%。会员服务营收为45亿元（约合7.054亿美元），同比增长4%。在线广告服务营收为13亿元（约合2.110亿美元），同比下滑30%。内容分发营收为6.261亿元（约合9880万美元），同比下滑20%。其他营收为8.422亿元（约合1.328亿元），同比下滑12%。营收成本为60亿元（约合9.408亿美元），同比下滑16%。销售、总务和行政支出为7.448亿元（约合1.175亿美元），同比下降38%。研发支出为4.750亿元（约合7490万美元），同比下滑29%。运营利润为9340万元（约合1470万美元），运营利润率为1%；而上年同期运营亏损为10亿元，运营亏损率为13%。不按美国通用会计准则，运营利润为3.266亿元（约合5150万美元），运营利润率为4%；而上年同期运营亏损为6.582亿元，运营亏损率为8%。其他收益总额为9730万元（约合1540万美元），而上年同期其他支出总额为2.224亿元。税前利润为1.907亿元（约合3010万美元），而上年同期税前亏损为12亿美元。归属于爱奇艺的净利润为1.691亿元（约合2670万美元），而上年同期净亏损13亿元。不按美国通用会计准则，归属于爱奇艺的净利润为1.622亿元（约合2560万美元），而上年同期净亏损10亿元。每股美国存托股（ADS）摊薄净收益为0.21元（约合0.03美元），而上年同期每股美国存托股摊薄净亏损1.61元。不按美国通用会计准则，每股美国存托股（ADS）摊薄净收益为0.20元（约合0.03美元），而上年同期每股美国存托股摊薄净亏损1.30元。截至2022年3月31日，爱奇艺所持现金、现金等价物、限制性现金和短期投资总额为52亿元（约合8.148亿美元）。爱奇艺创始人兼CEO龚宇：在2022年第一季度，我们推出的一系列优质内容推动了会员业务的增长。同时，通过采取多种提升运营效率的有效措施，爱奇艺实现了利润的增长和利润率的改善。接下来，我们将坚持同样的策略，这将为我们的用户、股东以及在爱奇艺生态中的所有参与者创造价值。爱奇艺CFO汪骏：过去三个季度，我们的毛利率持续增长，并于2022年第一季度达到历史新高。与此同时，运营费用连续三个季度持续下降。这些数字的背后，是我们为提高运营效率和提升业务扩展性做出的不懈努力，以更好地为长远发展做准备。","news_type":1},"isVote":1,"tweetType":1,"viewCount":4729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612431843,"gmtCreate":1652441646382,"gmtModify":1652441646382,"author":{"id":"3552908658229606","authorId":"3552908658229606","name":"WilllllChen","avatar":"https://static.tigerbbs.com/ac12984bb3d16979ad2c247b4ce794d7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552908658229606","authorIdStr":"3552908658229606"},"themes":[],"htmlText":"汇款神器，谁用谁知道&nbsp;<a href=\"https://laohu8.com/S/WIZEY\">$WISE PLC(WIZEY)$</a><a href=\"https://laohu8.com/S/WISE.UK\">$WISE PLC(WISE.UK)$</a>","listText":"汇款神器，谁用谁知道&nbsp;<a href=\"https://laohu8.com/S/WIZEY\">$WISE PLC(WIZEY)$</a><a href=\"https://laohu8.com/S/WISE.UK\">$WISE PLC(WISE.UK)$</a>","text":"汇款神器，谁用谁知道 $WISE PLC(WIZEY)$$WISE 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Zealand(AIZ.AU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/610539697","isVote":1,"tweetType":1,"viewCount":2039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634064276,"gmtCreate":1647298437844,"gmtModify":1647298437844,"author":{"id":"3552908658229606","authorId":"3552908658229606","name":"WilllllChen","avatar":"https://static.tigerbbs.com/ac12984bb3d16979ad2c247b4ce794d7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552908658229606","authorIdStr":"3552908658229606"},"themes":[],"htmlText":"确定这不是俄股吗？<a href=\"https://laohu8.com/S/YINN\">$Direxion Daily FTSE China bull 3x Shares(YINN)$</a>","listText":"确定这不是俄股吗？<a href=\"https://laohu8.com/S/YINN\">$Direxion Daily FTSE China bull 3x Shares(YINN)$</a>","text":"确定这不是俄股吗？$Direxion Daily FTSE China bull 3x 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S(VTBR.UK)$等待入场时机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636109216","isVote":1,"tweetType":1,"viewCount":2276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839657949,"gmtCreate":1629158330481,"gmtModify":1629158330481,"author":{"id":"3552908658229606","authorId":"3552908658229606","name":"WilllllChen","avatar":"https://static.tigerbbs.com/ac12984bb3d16979ad2c247b4ce794d7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552908658229606","authorIdStr":"3552908658229606"},"themes":[],"htmlText":"盐田港没有吸引力","listText":"盐田港没有吸引力","text":"盐田港没有吸引力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839657949","repostId":"2145080111","repostType":2,"repost":{"id":"2145080111","kind":"news","pubTimestamp":1624266385,"share":"https://www.laohu8.com/m/news/2145080111?lang=&edition=full","pubTime":"2021-06-21 17:06","market":"hk","language":"zh","title":"原报告｜盐田港、普洛斯与顺丰房托：物流REITs竞逐的未来","url":"https://stock-news.laohu8.com/highlight/detail?id=2145080111","media":"观点地产新媒体","summary":"与中金普洛斯REIT和顺丰房托REIT以多个不同资产入池不同，这是一个单体项目。普洛斯REIT则是本次首批基础设施公募REITs中，唯一一单原始权益人不是国有企业的。截至2020年末，顺丰房托REIT前5位租户租金收入占总体比例高达80.1%，前5位租户应占可出租面积67.1%。截至2020年，盐田港REIT来自前10大客户的收入合计占比为92%，前5大客户收入合计占比为74%。盐田港REIT的外部管理机构为盐田港物流有限公司，其为REIT原始权益人盐田港集团的全资子公司。","content":"<html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/13680039366/0\"/><p><strong>观点指数</strong>从海外的经验看，仓储物流<span>资产</span>一直拥有较好的金融属性，经营模式清晰确定、现金流稳定，是较适宜进行资产证券化的资产种类。但在2021年前，国内的物理仓储资产仅有进行CMBS和类REITs等债权型的产品发行。</p><p>不过这种现象在2021年有所改变，<a href=\"https://laohu8.com/S/02191\">顺丰房托</a>REIT在香港完成募集上市。</p><p>而在内地，中金<a href=\"https://laohu8.com/S/PLD\">普洛斯</a>REIT和红土创新<a href=\"https://laohu8.com/S/000088\">盐田港</a>REIT作为内地首批公募REITs也在5月31日正式向公众投资者发售。</p><p>这三单REITs从主体上已有相当的代表性，分别为民资、外资和国企，更分别是港交所、上交所、深交所三个交易所的第一单物流资产公募REITs，在内地和香港都有象征性，对比和梳理具有重要的意义。</p><p><strong>资产选择与估值对比</strong></p><p>在首批公募REITs资料递交并公示前，市场原本预计相当数量的合资格资产持有者会先采取观望的态度，不会将最优质资产装入，特别是对于国企来说，毕竟公募REITs涉及到了产权的转让。</p><p>但首批9支公募REITs中，多家企业拿出了自家的优质资产进行了本次REITs的发行。</p><p>就仓储物流REITs看，盐田港REIT的底层资产为位于深圳市盐田区盐田综合保税区北片区的现代物流中心，内含4座高标仓、1栋综合办公楼、1座气瓶站。与中金普洛斯REIT和顺丰房托REIT以多个不同资产入池不同，这是一个单体项目。</p><p>该单REITs的原始权益人盐田港集团是深圳市国资委100%控股国有企业，在资产重组阶段，盐田港仓储物流REIT采取的是新成立项目公司然后进行国资无偿划转的方式，将本次入池资产由盐田港集团无偿划转至项目公司深圳市盐港现代物流发展公司。</p><p>项目建筑面积共计约32.04万平方米，可租赁面积26.61万平方米，出租率100%，为三单REITs中最高。有效租金单价38.34元/平方米/月，估值17.05亿元，估值单价5321元/平方米，相对较低。</p><p>普洛斯REIT则是本次首批基础设施公募REITs中，唯一一单原始权益人不是国有企业的。</p><p>底层资产上，普洛斯REIT含有7个资产，分别位于北京、广州、佛山、苏州、昆山5个城市，不仅为三单物流仓储REITs中包含最多资产的一单，亦是5单产业地产类基础设施公募REITs中资产最多的。</p><p>7个物流园建筑面积合共70.50万平方米，可租赁面积70.76万平方米，出租率98.7%。有效租金单价40.04元/平方米/月，估值53.46亿元，为3单物流地产REITs中最高，估值单价7583元/平方米。</p><p>先行一步的顺丰房托REIT，于5月17日在港交所鸣锣上市，开盘报4.49港元/股，收报4.16港元/股，下跌16.47%。截至6月10日，顺丰房托回升至4.53港元/股，回到发行价之上。</p><p>该单REITs底层资产包括香港、佛山、芜湖三个现代物流地产项目，总建筑面积为23.44万平方米，总可出租面积30.8万平方米，目前总出租率为94.9%，资产估值达到60.93亿港元（折合51.5亿元人民币），估值单价换算人民币折合约21970元/平方米。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13680039367/0\"/><p>从上述三单物流地产REITs底层资产所在区位来讲，均位于中国的核心城市圈：京津冀、长三角、粤港澳大湾区，占据了核心物流<a href=\"https://laohu8.com/S/HUBG\">枢纽</a>。其中，部分地区近年来几乎未有出让任何仓储用地，潜在价值较大。</p><p>中金普洛斯REIT有网络化和品牌加持；盐田港REIT为保税仓，并兼有仓储物流和港口两大行业属性；顺丰房托REIT则以香港物业作为主要组成部分，而香港物业受土地资源稀缺影响，物流地产供应有限，资源稀缺属性进一步加强。</p><p><strong>关联方背书与分散客户，三大主体的扩募未来</strong></p><p>租约结构上，三单物流地产REITs有所区别，普洛斯REIT将普洛斯中国作为外部管理机构，租户结构较为多样。按现金流来源计算，普洛斯关联方仅占5.7%，其余均为第三方客户。</p><p>截至2020年末，普洛斯REIT前十大租户月租金及管理费（不含税）合计1616.99万元，占比58.32%，第三方租户分散，市场化程度高。</p><p>由于仓储物业在换租阶段会自然出现一个月左右的空窗期，分散的租户可以在微观上稳定空窗期的现金流。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13680039368/0\"/><p>数据来源：募集说明书、观点指数整理</p><p>相对而言，顺丰房托REIT和盐田港REIT的租户均以关联方为主。</p><p>截至2020年末，顺丰房托REIT前5位租户租金收入占总体比例高达80.1%，前5位租户应占可出租面积67.1%。前三大租户均为顺丰关联方，租金收入合共占比71.3%，可出租面积合共占比62.1%。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13680039370/0\"/><p>数据来源：募集说明书、观点指数整理</p><p>关联方背书是顺丰物流园高出租率的保证，但客观上存在集中度和依赖度过高的问题，对后续增长潜力及抗风险能力存在一定影响。</p><p>以关联方作为主要租户来为项目经营做强背书，同样的逻辑也在盐田港REIT上存在。</p><p>截至2020年，盐田港REIT来自前10大客户的收入合计占比为92%，前5大客户收入合计占比为74%。盐田港REIT的外部管理机构为盐田港物流有限公司，其为REIT原始权益人盐田港集团的全资子公司。</p><p>而盐田港集团又是盐田港现代物流中心的第一大租户，租赁了约44%可出租面积，包括8%自用、22%散租和14%对外招租，采取相当于“二房东”的模式经营。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13680039371/0\"/><p>数据来源：募集说明书、观点指数整理</p><p>关联方背书有助于保持满租状态，但亦因此使整租部分的租金收入相对较低。</p><p>截至2020年12月31日，盐田港集团租用的仓储部分租赁价格为37.5元/平方米/月，项目由独立第三方承租人租赁的仓储部分的加权平均租金水平约为39元/平方米/月，略高于整租部分。</p><p>租户以关联方为主不仅会使得项目租金提升的可能性降低，还会使投资者对运营主体的经营能力持有保守意见，使投资者对REIT未来的扩募缺乏信心。</p><p>顺丰管理层表示，未来顺丰REIT一个重要的发展动力是将从<a href=\"https://laohu8.com/S/002352\">顺丰控股</a>收购新的物流资产项目，集团已经为公司提供了众多可挑选的收购目标，会从中挑选合适的物业进行收购。</p><p>上述说法为顺丰REIT的扩募增添了确定性，不过考虑到本次发行相对较高的估值，以及顺丰集团其他项目均存在关联方租户占比较大的情况，预料市场热情依然有限，REIT的价格将受集团经营情况影响较大。</p><p><strong>原报告 | 敏于数，追本溯源，解读地产深层次脉络。笃于行，揭行业整体发展规律。</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>原报告｜盐田港、普洛斯与顺丰房托：物流REITs竞逐的未来</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; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n原报告｜盐田港、普洛斯与顺丰房托：物流REITs竞逐的未来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 17:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062120161579c8f181&s=b><strong>观点地产新媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>观点指数从海外的经验看，仓储物流资产一直拥有较好的金融属性，经营模式清晰确定、现金流稳定，是较适宜进行资产证券化的资产种类。但在2021年前，国内的物理仓储资产仅有进行CMBS和类REITs等债权型的产品发行。不过这种现象在2021年有所改变，顺丰房托REIT在香港完成募集上市。而在内地，中金普洛斯REIT和红土创新盐田港REIT作为内地首批公募REITs也在5月31日正式向公众投资者发售。这三单...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062120161579c8f181&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/69cb99414ad545d3e125459e030ab33d","relate_stocks":{"000088":"盐田港","PLD":"安博","02191":"顺丰房托"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062120161579c8f181&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2145080111","content_text":"观点指数从海外的经验看，仓储物流资产一直拥有较好的金融属性，经营模式清晰确定、现金流稳定，是较适宜进行资产证券化的资产种类。但在2021年前，国内的物理仓储资产仅有进行CMBS和类REITs等债权型的产品发行。不过这种现象在2021年有所改变，顺丰房托REIT在香港完成募集上市。而在内地，中金普洛斯REIT和红土创新盐田港REIT作为内地首批公募REITs也在5月31日正式向公众投资者发售。这三单REITs从主体上已有相当的代表性，分别为民资、外资和国企，更分别是港交所、上交所、深交所三个交易所的第一单物流资产公募REITs，在内地和香港都有象征性，对比和梳理具有重要的意义。资产选择与估值对比在首批公募REITs资料递交并公示前，市场原本预计相当数量的合资格资产持有者会先采取观望的态度，不会将最优质资产装入，特别是对于国企来说，毕竟公募REITs涉及到了产权的转让。但首批9支公募REITs中，多家企业拿出了自家的优质资产进行了本次REITs的发行。就仓储物流REITs看，盐田港REIT的底层资产为位于深圳市盐田区盐田综合保税区北片区的现代物流中心，内含4座高标仓、1栋综合办公楼、1座气瓶站。与中金普洛斯REIT和顺丰房托REIT以多个不同资产入池不同，这是一个单体项目。该单REITs的原始权益人盐田港集团是深圳市国资委100%控股国有企业，在资产重组阶段，盐田港仓储物流REIT采取的是新成立项目公司然后进行国资无偿划转的方式，将本次入池资产由盐田港集团无偿划转至项目公司深圳市盐港现代物流发展公司。项目建筑面积共计约32.04万平方米，可租赁面积26.61万平方米，出租率100%，为三单REITs中最高。有效租金单价38.34元/平方米/月，估值17.05亿元，估值单价5321元/平方米，相对较低。普洛斯REIT则是本次首批基础设施公募REITs中，唯一一单原始权益人不是国有企业的。底层资产上，普洛斯REIT含有7个资产，分别位于北京、广州、佛山、苏州、昆山5个城市，不仅为三单物流仓储REITs中包含最多资产的一单，亦是5单产业地产类基础设施公募REITs中资产最多的。7个物流园建筑面积合共70.50万平方米，可租赁面积70.76万平方米，出租率98.7%。有效租金单价40.04元/平方米/月，估值53.46亿元，为3单物流地产REITs中最高，估值单价7583元/平方米。先行一步的顺丰房托REIT，于5月17日在港交所鸣锣上市，开盘报4.49港元/股，收报4.16港元/股，下跌16.47%。截至6月10日，顺丰房托回升至4.53港元/股，回到发行价之上。该单REITs底层资产包括香港、佛山、芜湖三个现代物流地产项目，总建筑面积为23.44万平方米，总可出租面积30.8万平方米，目前总出租率为94.9%，资产估值达到60.93亿港元（折合51.5亿元人民币），估值单价换算人民币折合约21970元/平方米。从上述三单物流地产REITs底层资产所在区位来讲，均位于中国的核心城市圈：京津冀、长三角、粤港澳大湾区，占据了核心物流枢纽。其中，部分地区近年来几乎未有出让任何仓储用地，潜在价值较大。中金普洛斯REIT有网络化和品牌加持；盐田港REIT为保税仓，并兼有仓储物流和港口两大行业属性；顺丰房托REIT则以香港物业作为主要组成部分，而香港物业受土地资源稀缺影响，物流地产供应有限，资源稀缺属性进一步加强。关联方背书与分散客户，三大主体的扩募未来租约结构上，三单物流地产REITs有所区别，普洛斯REIT将普洛斯中国作为外部管理机构，租户结构较为多样。按现金流来源计算，普洛斯关联方仅占5.7%，其余均为第三方客户。截至2020年末，普洛斯REIT前十大租户月租金及管理费（不含税）合计1616.99万元，占比58.32%，第三方租户分散，市场化程度高。由于仓储物业在换租阶段会自然出现一个月左右的空窗期，分散的租户可以在微观上稳定空窗期的现金流。数据来源：募集说明书、观点指数整理相对而言，顺丰房托REIT和盐田港REIT的租户均以关联方为主。截至2020年末，顺丰房托REIT前5位租户租金收入占总体比例高达80.1%，前5位租户应占可出租面积67.1%。前三大租户均为顺丰关联方，租金收入合共占比71.3%，可出租面积合共占比62.1%。数据来源：募集说明书、观点指数整理关联方背书是顺丰物流园高出租率的保证，但客观上存在集中度和依赖度过高的问题，对后续增长潜力及抗风险能力存在一定影响。以关联方作为主要租户来为项目经营做强背书，同样的逻辑也在盐田港REIT上存在。截至2020年，盐田港REIT来自前10大客户的收入合计占比为92%，前5大客户收入合计占比为74%。盐田港REIT的外部管理机构为盐田港物流有限公司，其为REIT原始权益人盐田港集团的全资子公司。而盐田港集团又是盐田港现代物流中心的第一大租户，租赁了约44%可出租面积，包括8%自用、22%散租和14%对外招租，采取相当于“二房东”的模式经营。数据来源：募集说明书、观点指数整理关联方背书有助于保持满租状态，但亦因此使整租部分的租金收入相对较低。截至2020年12月31日，盐田港集团租用的仓储部分租赁价格为37.5元/平方米/月，项目由独立第三方承租人租赁的仓储部分的加权平均租金水平约为39元/平方米/月，略高于整租部分。租户以关联方为主不仅会使得项目租金提升的可能性降低，还会使投资者对运营主体的经营能力持有保守意见，使投资者对REIT未来的扩募缺乏信心。顺丰管理层表示，未来顺丰REIT一个重要的发展动力是将从顺丰控股收购新的物流资产项目，集团已经为公司提供了众多可挑选的收购目标，会从中挑选合适的物业进行收购。上述说法为顺丰REIT的扩募增添了确定性，不过考虑到本次发行相对较高的估值，以及顺丰集团其他项目均存在关联方租户占比较大的情况，预料市场热情依然有限，REIT的价格将受集团经营情况影响较大。原报告 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现在看来疫情不会被疫苗消灭，也不会有太多好消息提振航空股，仿佛看不到尽头...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170257039","isVote":1,"tweetType":1,"viewCount":2245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147767649,"gmtCreate":1626392284081,"gmtModify":1626400498143,"author":{"id":"3552908658229606","authorId":"3552908658229606","name":"WilllllChen","avatar":"https://static.tigerbbs.com/ac12984bb3d16979ad2c247b4ce794d7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552908658229606","authorIdStr":"3552908658229606"},"themes":[],"htmlText":"数字货币之所以流行，恰恰是因为没有央行二字…..","listText":"数字货币之所以流行，恰恰是因为没有央行二字…..","text":"数字货币之所以流行，恰恰是因为没有央行二字…..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147767649","repostId":"2151575910","repostType":4,"isVote":1,"tweetType":1,"viewCount":1910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143262469,"gmtCreate":1625796532351,"gmtModify":1625796532351,"author":{"id":"3552908658229606","authorId":"3552908658229606","name":"WilllllChen","avatar":"https://static.tigerbbs.com/ac12984bb3d16979ad2c247b4ce794d7","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552908658229606","authorIdStr":"3552908658229606"},"themes":[],"htmlText":"什么玩意，新东方在线啥时候52了","listText":"什么玩意，新东方在线啥时候52了","text":"什么玩意，新东方在线啥时候52了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/143262469","repostId":"2149343415","repostType":2,"repost":{"id":"2149343415","kind":"news","pubTimestamp":1625728751,"share":"https://www.laohu8.com/m/news/2149343415?lang=&edition=full","pubTime":"2021-07-08 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11:55","market":"us","language":"zh","title":"高盛上调中电信(00728.HK)目标价至3.7元  估算明年股息率料高达10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2145301290","media":"AAFN","summary":"高盛发表研究报告，指考虑新派息政策，上调中电信2021至2023年派息比率预测由40%、40%及40%，上调至分别60%、63%及67%，上调今年至2023年每股派息预测37%、49%及63%。考虑最新人民币兑港元汇价预测，以6月18日收市後市值计，中电信2021至2023年股息率料分别9.2%、10%及10.7%。考虑更高派息预期及汇率更新，该行下调中电信2022及2023年盈测分别0.7%及1.6%，目标价上调8.8%至3.7元，评级「买入」，料公司未来在流动市场市占续扩大。","content":"<html><body><p>中电信  上日宣布通过了关於调整公司派息政策的议案，同意今年度以现金方式分配的利润不少於该年度公司股东应占利润的60%，A股发行上市後三年内，每年以现金方式分配的利润逐步提升至公司股东应占利润的70%以上。同时，调整派息安排，自2022年起宣派中期股息。<a href=\"https://laohu8.com/S/GS\">高盛</a>发表研究报告，指考虑新派息政策，上调中电信2021至2023年派息比率预测由40%、40%及40%，上调至分别60%、63%及67%，上调今年至2023年每股派息预测37%、49%及63%。考虑最新人民币兑港元汇价预测，以6月18日收市後市值计，中电信2021至2023年股息率料分别9.2%、10%及10.7%。比较起来，该行估算中移动  2021至2023年股息率分别7.2%、7.2%及7.2%，估算联通  同期料分别5.4%、6.1%及8.1%。考虑更高派息预期及汇率更新，该行下调中电信2022及2023年盈测分别0.7%及1.6%，目标价上调8.8%至3.7元，评级「买入」，料公司未来在流动市场市占续扩大。该行料其2020至2023年间服务收入及EBITDA的三年年均复合增长分别5.2%及3%。(da/a)~阿思达克财经新闻网址: www.aastocks.com\t\t\t\t\t\t\t\t\t </p></body></html>","source":"aastocks","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>高盛上调中电信(00728.HK)目标价至3.7元  估算明年股息率料高达10%</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{ 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class=\"title\">\n高盛上调中电信(00728.HK)目标价至3.7元  估算明年股息率料高达10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 11:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1106976&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中电信  上日宣布通过了关於调整公司派息政策的议案，同意今年度以现金方式分配的利润不少於该年度公司股东应占利润的60%，A股发行上市後三年内，每年以现金方式分配的利润逐步提升至公司股东应占利润的70%以上。同时，调整派息安排，自2022年起宣派中期股息。高盛发表研究报告，指考虑新派息政策，上调中电信2021至2023年派息比率预测由40%、40%及40%，上调至分别60%、63%及67%，上调今年...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1106976&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web 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referrerpolicy=\"no-referrer\"></p><p>4月12日上午8点，阿里巴巴召开电话会议，讨论行政处罚决定。4月10日，市场监管总局依法对阿里巴巴集团作出行政处罚，并处以其2019年销售额4%计182.28亿元罚款。</p><p>阿里巴巴董事局主席兼CEO张勇表示，预计监管部门的反垄断处罚不会造成重大影响，公司将会作出更多行动减少商户经营成本。此外，公司会把更多已成熟的业务转为免费，同时公司也已准备了数十亿元资金支持新项目，还将加大投资以提高商户培训。</p><p>阿里巴巴执行副主席蔡崇信表示，目前没有知悉有其他关于反垄断的调查。</p><p>阿里巴巴方面表示，对平台经济模式感到满意；全球的大型科技公司都会面临审查；监管部门正在关注数据隐私和数据保护问题，数据监管是一个全球趋势；将会与监管部门在数据使用和收集方面进行合作。</p><p>阿里巴巴CFO武卫表示，此次罚款将会反映在本季度财报中。（编者按：阿里巴巴财年与自然年不同步，从每年的4月1日开始，至第二年的3月31日结束）</p><p><b>以下为阿里巴巴电话会议实录（全文）：</b></p><p><b>分析师提问：这次处罚是否会对阿里巴巴的成交额造成影响？阿里巴巴将会怎样维持住商户？</b></p><p>张勇：阿里巴巴是中国目前最大的电商平台，拥有上亿的活跃用户，单个用户的购买力每年近9000元人民币，这在某种程度上向各个品类的商户反映了平台的实力。</p><p>所以这也是为什么这么多年，阿里巴巴都能和众多商户建立长期稳定的合作关系，因为我们为他们带来了价值和增长。因此实际上，我们不用刻意地去获取和维持商户。</p><p>现在很多商家都采用了多渠道平台战略，在这次处罚之前我们就投入了快闪店，为商家提供了更多的机会和渠道，所以我们认为这次处罚不会产生实际上的负面影响。之后我们还会继续为商户们提供更多高质量的服务，为他们带来更多的增长。</p><p><b>分析师提问：阿里巴巴计划之后怎样为商户减少成本？这会对公司财务有什么影响？</b></p><p>张勇：我们之前提到，阿里巴巴会继续致力于不断提升用户体验并努力为用户带来更多价值。在这种情况下，我们首先会先降低商业准入门槛，并帮助商户减少商务运营成本。除此之外，我们还会为合作伙伴、零售商等提供帮助以减少他们在平台上的成本。</p><p>比如在过去的几个月里我们逐步为他们提供了技术相关的服务，比如软件服务。随着我们平台技术服务的不断升级和越来越成熟，我们目前为已有商户提供的这些付费技术服务也会慢慢免费化。之后我们会推出更多新的服务，目的在于可以为商户提供更多的工具，以减低他们在平台的运营成本。</p><p>与此同时，阿里巴巴会继续在商户培训等方面进行更多投资，让商户可以利用平台后端数据优化自己的业务。这样一来，似乎意味着我们又产生了额外的费用，不过这不是一个一次性的投入，对于我们来说这是一种长期的投资，可以让我们的商户在平台获得更优质的运营结果。</p><p>武卫：关于财务影响，正如张总刚才所说我们计划减少商户平台运营成本，同时公司还会进一步为此加强投资，这一计划会直接反应到公司的营收和利润上。</p><p>公司已经对新的财年规划了上十亿人民币的预算，以支持我们在未来几年逐步实现这项战略。</p><p><b>分析师提问：管理层之前提到公司目前的投资都是基于长期发展的角度，那么这会在成交额上有怎样的体现？哪些领域是公司在投资中重点关注的？公司计划怎样维持住高质商户？怎样平衡营收和投资的关系？</b></p><p><b>张勇：</b>对于商户，运营成本是选择平台时的重要因素之一，但是他们最看重还是业务增长潜力和商业机会。所以说，一方面我们会不断为商户加强投资，另一面我们还会不断顽固平台用户基础和用户参与度。</p><p>截止到目前为止，阿里巴巴拥有7.8亿年活跃用户数，是全国乃至全球最大的消费者平台。但是中国是一个分化度很高的市场，因此在之后的几年我们会继续对小城市和农村市场进行投资。</p><p>不过正如我刚才所提到的，阿里巴巴的消费者已经达到人均每年9000元人民币（张勇原话为900元），说明这个平台对于整个市场都是十分有价值的。所以，我们会不断致力于提升用户使用体验，从而提升用户粘性。除此之外，还会不断拓展平台商品品类和品牌数量，满足消费者的更多购买需求。</p><p>综上所述，用户体验、以及用户和商户的获取和维持是我们之后几年的两大重点。</p><p><b>蔡崇信：</b>我更正下张总上面说的一个数字，目前阿里巴巴平台用户的年均消费额为9000元人民币。</p><p><b>分析师提问：之后公司还会参与到后续的“反垄断”调查中吗？目前整个调查流程还有哪些环节在进行和没有完成？</b></p><p><b>蔡崇信：</b>目前调查方还在对我们的收购并购以及战略投资等环节进行审核，整个行业包括很多同行业的竞争对手也都在接受投资并购方面的调查，所以我们并没有觉得这是对我们“反垄断法”的后续调查环节。</p><p><b>分析师提问：公司是否在什么方面被要求对审核方进行定期的汇报？公司对相关方提交自我评估报告的频率？</b></p><p><b>张勇：</b>正如大家所获悉的，我们被要求在判决公告公开十五天内提交相关评估报告。实际上，我们已经进行了深刻的沟通，并且已经汇报了调查后平台的整改措施。</p><p>之后我们会继续保持这种沟通和管理决策的公开透明，按照监管方的要求进行运营，并同时积极配合他们定期汇报。当然，之后我们的重心还是会放在商户和用户上，并确保他们可以在平台获得更优质的体验。</p><p><b>分析师提问：在这种大环境下，阿里巴巴怎样才可以让投资者信服公司之后的发展？放眼整个互联网行业，对于全球投资者有哪些机遇和挑战？</b></p><p><b>蔡崇信：</b>其实管理方的监管已经从侧面对我们的商业模式进行了肯定，目前整个市场处于平台经济，我们平台的运营和商业模型是得到官方认可的。这种模式架构可以对整个国家的经济起到带动作用并且促进科技创新。所以说，在核心业务上我们是没有任何问题的。这些监管举措是为了可以确保整个市场的公平竞争，从而为公众、消费者、商户和所有平台经济的相关者带来更多利益。</p><p>这次的惩治措施对于我们也是一个指引，让我们可以更好的参与到市场经济和进一步改善公司管理，我也很高兴阿里巴巴可以进行及时的调整。</p><p>所以对于全球的投资者，我觉得需要将一个行业看作一个整体并关注每个行业的监管。大型的互联网公司在为整个国家的经济进行助推。尤其在中国，电商平台在整个经济的电子化中起到了积极作用，使每一个消费者可以更轻松的获取到所需的商品和服务。所以我们作为一个大型的电商平台在促进整个行业的监管上就起到了至关重要的作用，我想不只是我们而是所有这些大型互联网公司都共同面对的问题。</p><p>之后全球的大趋势是，监管者参与到市场经济并不断加强顽固整个市场竞争的公平性。通过这次判决我们也赞同管理者的想法，会不断改善这方面的管理。对此我们已经部署了相应的整改措施，并建立起了内部的合规监管系统。</p><p><b>分析师提问：在数据方面阿里巴巴是否在监管下？我想这对一个互联网公司也是一个十分重要的话题。第二个问题有关于会计处理。</b></p><p><b>蔡崇信：</b>对于数据，一般监管方会比较关注用户数据保护和平台数据获取渠道，尤其是像我们这种大的互联网公司，是怎样保护大量的用户信息的，我认为这是一个全球的趋势。</p><p><b>张勇：</b>阿里巴巴非常关注用户数据的保护，在信息获取和分享中都是十分审慎的。正如蔡总所说这不仅仅是对阿里巴巴，而是对于全球都是非常重要的。对此我们一直在和监管方积极合作，同时也进行了大量的投资。</p><p><b>武卫：</b>此次罚款将会反映在本季度财报中。</p>","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张勇：预计监管部门的反垄断处罚不会造成重大影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-12 09:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>【直播】<a href=\"https://www.laohu8.com/live/16180238652987?invite=CBT6V\" target=\"_blank\">阿里巴巴集团电话会议</a></p><p>4月12日讯，阿里巴巴<a href=\"https://laohu8.com/S/09988\">$(09988)$</a>盘前竞价大涨10%，报240港元。4月10日，市场监管总局依法对阿里巴巴集团作出行政处罚，责令其停止违法行为，并处以182.28亿元罚款。阿里巴巴张勇称，不会造成重大影响，将降低电子商务平台上商户的进入壁垒和业务成本。<img src=\"https://static.tigerbbs.com/7cf8ad3e269b7fe591c1250ad9d1b50d\" tg-width=\"1125\" tg-height=\"2436\" referrerpolicy=\"no-referrer\"></p><p>4月12日上午8点，阿里巴巴召开电话会议，讨论行政处罚决定。4月10日，市场监管总局依法对阿里巴巴集团作出行政处罚，并处以其2019年销售额4%计182.28亿元罚款。</p><p>阿里巴巴董事局主席兼CEO张勇表示，预计监管部门的反垄断处罚不会造成重大影响，公司将会作出更多行动减少商户经营成本。此外，公司会把更多已成熟的业务转为免费，同时公司也已准备了数十亿元资金支持新项目，还将加大投资以提高商户培训。</p><p>阿里巴巴执行副主席蔡崇信表示，目前没有知悉有其他关于反垄断的调查。</p><p>阿里巴巴方面表示，对平台经济模式感到满意；全球的大型科技公司都会面临审查；监管部门正在关注数据隐私和数据保护问题，数据监管是一个全球趋势；将会与监管部门在数据使用和收集方面进行合作。</p><p>阿里巴巴CFO武卫表示，此次罚款将会反映在本季度财报中。（编者按：阿里巴巴财年与自然年不同步，从每年的4月1日开始，至第二年的3月31日结束）</p><p><b>以下为阿里巴巴电话会议实录（全文）：</b></p><p><b>分析师提问：这次处罚是否会对阿里巴巴的成交额造成影响？阿里巴巴将会怎样维持住商户？</b></p><p>张勇：阿里巴巴是中国目前最大的电商平台，拥有上亿的活跃用户，单个用户的购买力每年近9000元人民币，这在某种程度上向各个品类的商户反映了平台的实力。</p><p>所以这也是为什么这么多年，阿里巴巴都能和众多商户建立长期稳定的合作关系，因为我们为他们带来了价值和增长。因此实际上，我们不用刻意地去获取和维持商户。</p><p>现在很多商家都采用了多渠道平台战略，在这次处罚之前我们就投入了快闪店，为商家提供了更多的机会和渠道，所以我们认为这次处罚不会产生实际上的负面影响。之后我们还会继续为商户们提供更多高质量的服务，为他们带来更多的增长。</p><p><b>分析师提问：阿里巴巴计划之后怎样为商户减少成本？这会对公司财务有什么影响？</b></p><p>张勇：我们之前提到，阿里巴巴会继续致力于不断提升用户体验并努力为用户带来更多价值。在这种情况下，我们首先会先降低商业准入门槛，并帮助商户减少商务运营成本。除此之外，我们还会为合作伙伴、零售商等提供帮助以减少他们在平台上的成本。</p><p>比如在过去的几个月里我们逐步为他们提供了技术相关的服务，比如软件服务。随着我们平台技术服务的不断升级和越来越成熟，我们目前为已有商户提供的这些付费技术服务也会慢慢免费化。之后我们会推出更多新的服务，目的在于可以为商户提供更多的工具，以减低他们在平台的运营成本。</p><p>与此同时，阿里巴巴会继续在商户培训等方面进行更多投资，让商户可以利用平台后端数据优化自己的业务。这样一来，似乎意味着我们又产生了额外的费用，不过这不是一个一次性的投入，对于我们来说这是一种长期的投资，可以让我们的商户在平台获得更优质的运营结果。</p><p>武卫：关于财务影响，正如张总刚才所说我们计划减少商户平台运营成本，同时公司还会进一步为此加强投资，这一计划会直接反应到公司的营收和利润上。</p><p>公司已经对新的财年规划了上十亿人民币的预算，以支持我们在未来几年逐步实现这项战略。</p><p><b>分析师提问：管理层之前提到公司目前的投资都是基于长期发展的角度，那么这会在成交额上有怎样的体现？哪些领域是公司在投资中重点关注的？公司计划怎样维持住高质商户？怎样平衡营收和投资的关系？</b></p><p><b>张勇：</b>对于商户，运营成本是选择平台时的重要因素之一，但是他们最看重还是业务增长潜力和商业机会。所以说，一方面我们会不断为商户加强投资，另一面我们还会不断顽固平台用户基础和用户参与度。</p><p>截止到目前为止，阿里巴巴拥有7.8亿年活跃用户数，是全国乃至全球最大的消费者平台。但是中国是一个分化度很高的市场，因此在之后的几年我们会继续对小城市和农村市场进行投资。</p><p>不过正如我刚才所提到的，阿里巴巴的消费者已经达到人均每年9000元人民币（张勇原话为900元），说明这个平台对于整个市场都是十分有价值的。所以，我们会不断致力于提升用户使用体验，从而提升用户粘性。除此之外，还会不断拓展平台商品品类和品牌数量，满足消费者的更多购买需求。</p><p>综上所述，用户体验、以及用户和商户的获取和维持是我们之后几年的两大重点。</p><p><b>蔡崇信：</b>我更正下张总上面说的一个数字，目前阿里巴巴平台用户的年均消费额为9000元人民币。</p><p><b>分析师提问：之后公司还会参与到后续的“反垄断”调查中吗？目前整个调查流程还有哪些环节在进行和没有完成？</b></p><p><b>蔡崇信：</b>目前调查方还在对我们的收购并购以及战略投资等环节进行审核，整个行业包括很多同行业的竞争对手也都在接受投资并购方面的调查，所以我们并没有觉得这是对我们“反垄断法”的后续调查环节。</p><p><b>分析师提问：公司是否在什么方面被要求对审核方进行定期的汇报？公司对相关方提交自我评估报告的频率？</b></p><p><b>张勇：</b>正如大家所获悉的，我们被要求在判决公告公开十五天内提交相关评估报告。实际上，我们已经进行了深刻的沟通，并且已经汇报了调查后平台的整改措施。</p><p>之后我们会继续保持这种沟通和管理决策的公开透明，按照监管方的要求进行运营，并同时积极配合他们定期汇报。当然，之后我们的重心还是会放在商户和用户上，并确保他们可以在平台获得更优质的体验。</p><p><b>分析师提问：在这种大环境下，阿里巴巴怎样才可以让投资者信服公司之后的发展？放眼整个互联网行业，对于全球投资者有哪些机遇和挑战？</b></p><p><b>蔡崇信：</b>其实管理方的监管已经从侧面对我们的商业模式进行了肯定，目前整个市场处于平台经济，我们平台的运营和商业模型是得到官方认可的。这种模式架构可以对整个国家的经济起到带动作用并且促进科技创新。所以说，在核心业务上我们是没有任何问题的。这些监管举措是为了可以确保整个市场的公平竞争，从而为公众、消费者、商户和所有平台经济的相关者带来更多利益。</p><p>这次的惩治措施对于我们也是一个指引，让我们可以更好的参与到市场经济和进一步改善公司管理，我也很高兴阿里巴巴可以进行及时的调整。</p><p>所以对于全球的投资者，我觉得需要将一个行业看作一个整体并关注每个行业的监管。大型的互联网公司在为整个国家的经济进行助推。尤其在中国，电商平台在整个经济的电子化中起到了积极作用，使每一个消费者可以更轻松的获取到所需的商品和服务。所以我们作为一个大型的电商平台在促进整个行业的监管上就起到了至关重要的作用，我想不只是我们而是所有这些大型互联网公司都共同面对的问题。</p><p>之后全球的大趋势是，监管者参与到市场经济并不断加强顽固整个市场竞争的公平性。通过这次判决我们也赞同管理者的想法，会不断改善这方面的管理。对此我们已经部署了相应的整改措施，并建立起了内部的合规监管系统。</p><p><b>分析师提问：在数据方面阿里巴巴是否在监管下？我想这对一个互联网公司也是一个十分重要的话题。第二个问题有关于会计处理。</b></p><p><b>蔡崇信：</b>对于数据，一般监管方会比较关注用户数据保护和平台数据获取渠道，尤其是像我们这种大的互联网公司，是怎样保护大量的用户信息的，我认为这是一个全球的趋势。</p><p><b>张勇：</b>阿里巴巴非常关注用户数据的保护，在信息获取和分享中都是十分审慎的。正如蔡总所说这不仅仅是对阿里巴巴，而是对于全球都是非常重要的。对此我们一直在和监管方积极合作，同时也进行了大量的投资。</p><p><b>武卫：</b>此次罚款将会反映在本季度财报中。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8484c32aa045a32d4ca87a47aef4e825","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169116997","content_text":"【直播】阿里巴巴集团电话会议4月12日讯，阿里巴巴$(09988)$盘前竞价大涨10%，报240港元。4月10日，市场监管总局依法对阿里巴巴集团作出行政处罚，责令其停止违法行为，并处以182.28亿元罚款。阿里巴巴张勇称，不会造成重大影响，将降低电子商务平台上商户的进入壁垒和业务成本。4月12日上午8点，阿里巴巴召开电话会议，讨论行政处罚决定。4月10日，市场监管总局依法对阿里巴巴集团作出行政处罚，并处以其2019年销售额4%计182.28亿元罚款。阿里巴巴董事局主席兼CEO张勇表示，预计监管部门的反垄断处罚不会造成重大影响，公司将会作出更多行动减少商户经营成本。此外，公司会把更多已成熟的业务转为免费，同时公司也已准备了数十亿元资金支持新项目，还将加大投资以提高商户培训。阿里巴巴执行副主席蔡崇信表示，目前没有知悉有其他关于反垄断的调查。阿里巴巴方面表示，对平台经济模式感到满意；全球的大型科技公司都会面临审查；监管部门正在关注数据隐私和数据保护问题，数据监管是一个全球趋势；将会与监管部门在数据使用和收集方面进行合作。阿里巴巴CFO武卫表示，此次罚款将会反映在本季度财报中。（编者按：阿里巴巴财年与自然年不同步，从每年的4月1日开始，至第二年的3月31日结束）以下为阿里巴巴电话会议实录（全文）：分析师提问：这次处罚是否会对阿里巴巴的成交额造成影响？阿里巴巴将会怎样维持住商户？张勇：阿里巴巴是中国目前最大的电商平台，拥有上亿的活跃用户，单个用户的购买力每年近9000元人民币，这在某种程度上向各个品类的商户反映了平台的实力。所以这也是为什么这么多年，阿里巴巴都能和众多商户建立长期稳定的合作关系，因为我们为他们带来了价值和增长。因此实际上，我们不用刻意地去获取和维持商户。现在很多商家都采用了多渠道平台战略，在这次处罚之前我们就投入了快闪店，为商家提供了更多的机会和渠道，所以我们认为这次处罚不会产生实际上的负面影响。之后我们还会继续为商户们提供更多高质量的服务，为他们带来更多的增长。分析师提问：阿里巴巴计划之后怎样为商户减少成本？这会对公司财务有什么影响？张勇：我们之前提到，阿里巴巴会继续致力于不断提升用户体验并努力为用户带来更多价值。在这种情况下，我们首先会先降低商业准入门槛，并帮助商户减少商务运营成本。除此之外，我们还会为合作伙伴、零售商等提供帮助以减少他们在平台上的成本。比如在过去的几个月里我们逐步为他们提供了技术相关的服务，比如软件服务。随着我们平台技术服务的不断升级和越来越成熟，我们目前为已有商户提供的这些付费技术服务也会慢慢免费化。之后我们会推出更多新的服务，目的在于可以为商户提供更多的工具，以减低他们在平台的运营成本。与此同时，阿里巴巴会继续在商户培训等方面进行更多投资，让商户可以利用平台后端数据优化自己的业务。这样一来，似乎意味着我们又产生了额外的费用，不过这不是一个一次性的投入，对于我们来说这是一种长期的投资，可以让我们的商户在平台获得更优质的运营结果。武卫：关于财务影响，正如张总刚才所说我们计划减少商户平台运营成本，同时公司还会进一步为此加强投资，这一计划会直接反应到公司的营收和利润上。公司已经对新的财年规划了上十亿人民币的预算，以支持我们在未来几年逐步实现这项战略。分析师提问：管理层之前提到公司目前的投资都是基于长期发展的角度，那么这会在成交额上有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