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11-01

过去四年整个的欧洲和世界不太平，俄乌战争以巴冲突，中东战争危机，再不踩刹车，第3次世界大战就来发生了，地球就要爆炸了。战争和死亡不是人类所追求的，经济和民生才是人类共同的追求，过去4年，拜登政府民主党的政策，美国人民的生活不见好转，全球的经济不见好转，人们已经厌倦了虚伪和无能的拜登和哈里斯政府，更多会喜欢幽默、搞笑更懂生意的川普先生。所以选民作出自己的选择，下届美国总统是川普！

2021-11-26

5

@机构有话说:两国关系缓和，美豆进口有望复苏

2021-02-25

估计首日什么价位？

2021-01-28

这篇文章不错，转发给大家看

国药集团拟私有化中国中药公司停牌前涨近7%

2021-01-22

中签了，看会到多少？

2020-12-17

$VESYNC(02148)$[开心] [财迷] [得意]

2020-12-17

$VESYNC(02148)$[财迷] [开心] [得意]

2020-07-08

$蓝城兄弟(BLCT)$蚊子腿…

2020-07-08

$声网(API)$ 连续两天的高开低走，短线今晚开始反攻了！

2020-07-08

$蓝城兄弟(BLCT)$几点公布中签结果呢？

2020-06-24

新股申购，可以多次申购吗?还是只能购有一次申购机会？如果已经申购了某只新购，还有保证金的话，还可以再资申购吗？@虎哥

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1、豆粕需求逐步提高 国内豆粕自10月份以来，维持弱势格局，近日在美国农业部11月份供需报告偏多的影响下有所反弹，报告发布前，市场普遍持有结果利空的预期，预计单产将继续上调，但是报告对于单产调整不及市场预期，不升反降，与出口数据下调相冲抵，最终导致美国结转库存增加幅度有限，美豆价格开始止跌反弹，美国大豆出口下调100万吨的同时上调了100万吨巴西大豆出口量，也间接反映了近期中国市场采购需求的转移。 笔者总结了近期豆粕价格持续低迷的三点因素：一是因为全球供应宽松，美国大豆较低的库存消费比将在本年度得到一定程度的改善。其次是最大豆粕需求国中国生猪养殖行业的持续亏损，对豆粕需求量有一定的影响。第三，**中央办公厅、国务院办公厅近日印发的《粮食节约行动方案》中指出，要加强饲料粮减量替代，进一步抑制了豆粕的价格。 根据钢联农产品最新预估，11月大豆到港量为810万吨，12月为850万吨，较此前预估值700万吨、810万吨所有上调。 随着气温的逐渐降低，生猪养殖疫病高发期即将到来，叠加低价格豆粕因素的影响，饲料企业已经开始逐渐提高饲料质量，增加饲料中豆粕的添加比例，据调研的饲料企业介绍，目前生猪育肥料中豆粕添加比例已提高至15%左右。 图表：中国工业猪饲料产量（万吨） 数据来源：饲料工业协会，光大期货研究所 中国饲料工业协会10月数据显示，全国工业饲料总产量2520万吨，环比下降4.1%，同比增长","listText":"作为全球最大的大豆买家，因压榨利润较低抑制需求，且飓风“艾达”限制美国的大豆出口，10月中国大豆进口量仅为511万吨，较上年同期869万吨下降41.2%，为2020年3月以来最低水平，同时还低于9月份进口的688万吨，环比下降25.7%。而随着豆粕需求的逐步回升，棕榈油价格大幅上涨后，豆油在油脂需求中替代比例增大以及中美关系缓和等因素的共同作用，预计后期中国从美国进口的大豆数量将会有所复苏。 1、豆粕需求逐步提高 国内豆粕自10月份以来，维持弱势格局，近日在美国农业部11月份供需报告偏多的影响下有所反弹，报告发布前，市场普遍持有结果利空的预期，预计单产将继续上调，但是报告对于单产调整不及市场预期，不升反降，与出口数据下调相冲抵，最终导致美国结转库存增加幅度有限，美豆价格开始止跌反弹，美国大豆出口下调100万吨的同时上调了100万吨巴西大豆出口量，也间接反映了近期中国市场采购需求的转移。 笔者总结了近期豆粕价格持续低迷的三点因素：一是因为全球供应宽松，美国大豆较低的库存消费比将在本年度得到一定程度的改善。其次是最大豆粕需求国中国生猪养殖行业的持续亏损，对豆粕需求量有一定的影响。第三，**中央办公厅、国务院办公厅近日印发的《粮食节约行动方案》中指出，要加强饲料粮减量替代，进一步抑制了豆粕的价格。 根据钢联农产品最新预估，11月大豆到港量为810万吨，12月为850万吨，较此前预估值700万吨、810万吨所有上调。 随着气温的逐渐降低，生猪养殖疫病高发期即将到来，叠加低价格豆粕因素的影响，饲料企业已经开始逐渐提高饲料质量，增加饲料中豆粕的添加比例，据调研的饲料企业介绍，目前生猪育肥料中豆粕添加比例已提高至15%左右。 图表：中国工业猪饲料产量（万吨） 数据来源：饲料工业协会，光大期货研究所 中国饲料工业协会10月数据显示，全国工业饲料总产量2520万吨，环比下降4.1%，同比增长","text":"作为全球最大的大豆买家，因压榨利润较低抑制需求，且飓风“艾达”限制美国的大豆出口，10月中国大豆进口量仅为511万吨，较上年同期869万吨下降41.2%，为2020年3月以来最低水平，同时还低于9月份进口的688万吨，环比下降25.7%。而随着豆粕需求的逐步回升，棕榈油价格大幅上涨后，豆油在油脂需求中替代比例增大以及中美关系缓和等因素的共同作用，预计后期中国从美国进口的大豆数量将会有所复苏。 1、豆粕需求逐步提高 国内豆粕自10月份以来，维持弱势格局，近日在美国农业部11月份供需报告偏多的影响下有所反弹，报告发布前，市场普遍持有结果利空的预期，预计单产将继续上调，但是报告对于单产调整不及市场预期，不升反降，与出口数据下调相冲抵，最终导致美国结转库存增加幅度有限，美豆价格开始止跌反弹，美国大豆出口下调100万吨的同时上调了100万吨巴西大豆出口量，也间接反映了近期中国市场采购需求的转移。 笔者总结了近期豆粕价格持续低迷的三点因素：一是因为全球供应宽松，美国大豆较低的库存消费比将在本年度得到一定程度的改善。其次是最大豆粕需求国中国生猪养殖行业的持续亏损，对豆粕需求量有一定的影响。第三，**中央办公厅、国务院办公厅近日印发的《粮食节约行动方案》中指出，要加强饲料粮减量替代，进一步抑制了豆粕的价格。 根据钢联农产品最新预估，11月大豆到港量为810万吨，12月为850万吨，较此前预估值700万吨、810万吨所有上调。 随着气温的逐渐降低，生猪养殖疫病高发期即将到来，叠加低价格豆粕因素的影响，饲料企业已经开始逐渐提高饲料质量，增加饲料中豆粕的添加比例，据调研的饲料企业介绍，目前生猪育肥料中豆粕添加比例已提高至15%左右。 图表：中国工业猪饲料产量（万吨） 数据来源：饲料工业协会，光大期货研究所 中国饲料工业协会10月数据显示，全国工业饲料总产量2520万吨，环比下降4.1%，同比增长","images":[{"img":"https://static.tigerbbs.com/17a479e7ef0534c9a21d963771e7104c","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/e114b671459ce44026a4ef331adb117e","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/2643c1acd35cb28d2e8b33ea08ab7241","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874460858","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361287285,"gmtCreate":1614239618247,"gmtModify":1614239618247,"author":{"id":"3555930946631591","authorId":"3555930946631591","name":"iostony","avatar":"https://static.tigerbbs.com/c612da032eb808a4fd2ccd59c34778de","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555930946631591","authorIdStr":"3555930946631591"},"themes":[],"htmlText":"估计首日什么价位？","listText":"估计首日什么价位？","text":"估计首日什么价位？","images":[{"img":"https://static.tigerbbs.com/1fa8566061cf15448ef38f75bfffc58a","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361287285","isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":311247928,"gmtCreate":1611805435365,"gmtModify":1703754071616,"author":{"id":"3555930946631591","authorId":"3555930946631591","name":"iostony","avatar":"https://static.tigerbbs.com/c612da032eb808a4fd2ccd59c34778de","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555930946631591","authorIdStr":"3555930946631591"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311247928","repostId":"2106283432","repostType":2,"repost":{"id":"2106283432","kind":"news","pubTimestamp":1611730020,"share":"https://www.laohu8.com/m/news/2106283432?lang=&edition=full","pubTime":"2021-01-27 14:47","market":"sh","language":"zh","title":"国药集团拟私有化中国中药 公司停牌前涨近7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2106283432","media":"新浪港股","summary":"国药集团拟私有化中国中药，公司停牌前涨近7%，最新市值217亿港元。　　据知情人士称，一个以国药集团为首的财团正计划将香港上市的中国中药控股有限公司私有化，对该公司的估值至少为33亿美元。　　中国中药的股价去年仅上涨了2%。　　一位消息人士称，国药牵头的财团计划最终让中国中药在A股上市，以利用内地股市估值较高的机会。","content":"<html><body><div>\n<p>　　国药集团拟私有化<span><a href=\"https://laohu8.com/S/00570\">中国中药</a></span><span></span>，公司停牌前涨近7%，最新市值217亿港元。</p>\n<p>　　据知情人士称，一个以国药集团为首的财团正计划将香港上市的中国中药控股有限公司私有化，对该公司的估值至少为33亿美元。</p>\n<p>　　国药集团是中国中药的母公司和主要股东，目前正与另外两大股东——平安保险集团和中国中药董事总经理王晓春——联手，这三大股东总计持有中国中药的49.4%股份。</p>\n<p>　　该财团计划对中国中药提出至少每股5.10港元的私有化报价，较该股过去一个月的平均股价溢价约33%。</p>\n<p>　　中国中药的股价去年仅上涨了2%。Refinitiv的数据显示，该股的预期市盈率为9倍，远低于20倍的行业中值。</p>\n<p>　　一位消息人士称，国药牵头的财团计划最终让中国中药在A股上市，以利用内地股市估值较高的机会。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑：张海营 </p>\n</div></body></html>","source":"sina","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>国药集团拟私有化中国中药 公司停牌前涨近7%</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国药集团拟私有化中国中药 公司停牌前涨近7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-27 14:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/marketalerts/2021-01-27/doc-ikftpnny2271453.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国药集团拟私有化中国中药，公司停牌前涨近7%，最新市值217亿港元。\n　　据知情人士称，一个以国药集团为首的财团正计划将香港上市的中国中药控股有限公司私有化，对该公司的估值至少为33亿美元。\n　　国药集团是中国中药的母公司和主要股东，目前正与另外两大股东——平安保险集团和中国中药董事总经理王晓春——联手，这三大股东总计持有中国中药的49.4%股份。\n　　该财团计划对中国中药提出至少每股5.10港元...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/marketalerts/2021-01-27/doc-ikftpnny2271453.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/0dadac519bb6258dbafe32faf8a03d89","relate_stocks":{"00570":"中国中药"},"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2021-01-27/doc-ikftpnny2271453.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2106283432","content_text":"国药集团拟私有化中国中药，公司停牌前涨近7%，最新市值217亿港元。\n　　据知情人士称，一个以国药集团为首的财团正计划将香港上市的中国中药控股有限公司私有化，对该公司的估值至少为33亿美元。\n　　国药集团是中国中药的母公司和主要股东，目前正与另外两大股东——平安保险集团和中国中药董事总经理王晓春——联手，这三大股东总计持有中国中药的49.4%股份。\n　　该财团计划对中国中药提出至少每股5.10港元的私有化报价，较该股过去一个月的平均股价溢价约33%。\n　　中国中药的股价去年仅上涨了2%。Refinitiv的数据显示，该股的预期市盈率为9倍，远低于20倍的行业中值。\n　　一位消息人士称，国药牵头的财团计划最终让中国中药在A股上市，以利用内地股市估值较高的机会。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张海营","news_type":1},"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310235184,"gmtCreate":1611328627748,"gmtModify":1703749828703,"author":{"id":"3555930946631591","authorId":"3555930946631591","name":"iostony","avatar":"https://static.tigerbbs.com/c612da032eb808a4fd2ccd59c34778de","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555930946631591","authorIdStr":"3555930946631591"},"themes":[],"htmlText":"中签了，看会到多少？","listText":"中签了，看会到多少？","text":"中签了，看会到多少？","images":[{"img":"https://static.tigerbbs.com/bc37f60bc728e23a3ef0edb7cf48069f","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/310235184","isVote":1,"tweetType":1,"viewCount":1659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":397150107,"gmtCreate":1608212830209,"gmtModify":1703851799984,"author":{"id":"3555930946631591","authorId":"3555930946631591","name":"iostony","avatar":"https://static.tigerbbs.com/c612da032eb808a4fd2ccd59c34778de","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555930946631591","authorIdStr":"3555930946631591"},"themes":[],"htmlText":"<a 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1、豆粕需求逐步提高 国内豆粕自10月份以来，维持弱势格局，近日在美国农业部11月份供需报告偏多的影响下有所反弹，报告发布前，市场普遍持有结果利空的预期，预计单产将继续上调，但是报告对于单产调整不及市场预期，不升反降，与出口数据下调相冲抵，最终导致美国结转库存增加幅度有限，美豆价格开始止跌反弹，美国大豆出口下调100万吨的同时上调了100万吨巴西大豆出口量，也间接反映了近期中国市场采购需求的转移。 笔者总结了近期豆粕价格持续低迷的三点因素：一是因为全球供应宽松，美国大豆较低的库存消费比将在本年度得到一定程度的改善。其次是最大豆粕需求国中国生猪养殖行业的持续亏损，对豆粕需求量有一定的影响。第三，**中央办公厅、国务院办公厅近日印发的《粮食节约行动方案》中指出，要加强饲料粮减量替代，进一步抑制了豆粕的价格。 根据钢联农产品最新预估，11月大豆到港量为810万吨，12月为850万吨，较此前预估值700万吨、810万吨所有上调。 随着气温的逐渐降低，生猪养殖疫病高发期即将到来，叠加低价格豆粕因素的影响，饲料企业已经开始逐渐提高饲料质量，增加饲料中豆粕的添加比例，据调研的饲料企业介绍，目前生猪育肥料中豆粕添加比例已提高至15%左右。 图表：中国工业猪饲料产量（万吨） 数据来源：饲料工业协会，光大期货研究所 中国饲料工业协会10月数据显示，全国工业饲料总产量2520万吨，环比下降4.1%，同比增长","listText":"作为全球最大的大豆买家，因压榨利润较低抑制需求，且飓风“艾达”限制美国的大豆出口，10月中国大豆进口量仅为511万吨，较上年同期869万吨下降41.2%，为2020年3月以来最低水平，同时还低于9月份进口的688万吨，环比下降25.7%。而随着豆粕需求的逐步回升，棕榈油价格大幅上涨后，豆油在油脂需求中替代比例增大以及中美关系缓和等因素的共同作用，预计后期中国从美国进口的大豆数量将会有所复苏。 1、豆粕需求逐步提高 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笔者总结了近期豆粕价格持续低迷的三点因素：一是因为全球供应宽松，美国大豆较低的库存消费比将在本年度得到一定程度的改善。其次是最大豆粕需求国中国生猪养殖行业的持续亏损，对豆粕需求量有一定的影响。第三，**中央办公厅、国务院办公厅近日印发的《粮食节约行动方案》中指出，要加强饲料粮减量替代，进一步抑制了豆粕的价格。 根据钢联农产品最新预估，11月大豆到港量为810万吨，12月为850万吨，较此前预估值700万吨、810万吨所有上调。 随着气温的逐渐降低，生猪养殖疫病高发期即将到来，叠加低价格豆粕因素的影响，饲料企业已经开始逐渐提高饲料质量，增加饲料中豆粕的添加比例，据调研的饲料企业介绍，目前生猪育肥料中豆粕添加比例已提高至15%左右。 图表：中国工业猪饲料产量（万吨） 数据来源：饲料工业协会，光大期货研究所 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