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xnfzhkmmd
2021-10-16
$老虎证券(TIGR)$
这十几年A股投资环境没有满足境内人民群众的共同富裕愿望,更没有像美股一样有着养老的功能,所以才有境外证券投资需求,也就是民生逃生之路。打压民意解决不了问题,只有解决问题才能解决根本。
xnfzhkmmd
2022-07-15
$阿里巴巴(BABA)$
一个时代的蛀虫,一个时代的垃圾资产。
xnfzhkmmd
2022-07-19
垃圾资产,不值得买
Is Alibaba Stock Worth Buying?
xnfzhkmmd
2022-05-25
我一直在等。
单季度首次全面盈利,瑞幸离重返纳斯达克不远了
xnfzhkmmd
2021-09-20
30,见!
FF宣布与吉利合作取得实质进展,旗舰店选址北上广深
xnfzhkmmd
2021-08-13
这篇文章不错,转发给大家看
@芋头红薯爸爸:万字长文记录13年坎坷投资路之柬埔寨要债
去老虎APP查看更多动态
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金边也不是我第一次来了,以前在上市公司做项目投资的时候在柬埔寨参与投资过一个30万亩的水稻种植项目,当时来了很多次,在金边都住在一个叫金界的酒店,楼下是金边唯一的赌场,楼上就是酒店。这次来我还把酒店定在金界。 到了机场,老王和他在柬埔寨的朋友一起来到了机场接我们,还开了一辆路虎,没等我们开口问钱的事情,老王就在一路谈论他偷渡的惊险经历,然后又描述了他在这边要投资的新项目,介绍了他这边的温州老乡。意图给我们呈现出还钱根本不是问题,他的事业依旧欣欣向荣的想象空间。终于我们还是打断他的吹嘘,问他,钱到期什么时候可以给,现在给有什么问题。老王说现在离岸清算账户提款需要手持护照拍照,护照还丢在国内,逃出来的时候什么也没带,所以现在需要找人去国内帮他把护照带过来才可以申请提款,需要等一等,并且还说清算账户里还500多万美金,是足够支付我们的欠款。我们听了也没有什么反驳的理由,加上我们本来也是比较守契约的人,比较容易相信别人讲的东西,所以我们决定住下了等一等他的护照从国内带过来再进行取款操作。 时间很快过去了一周,他说国内国内给他带护照的人出了点问题,没有拿到护照。现在还是没法提款,他说准备伪造一个护照,来试试看提款。一拖再拖,当时我感觉就不太妙,但是也拿不出当场摊牌的勇气,或者说也不想一下就撕破脸面,出现什么后果都很难讲。真是人善良就被人骗,后来我才明白了,这种人已经违法在逃了,一不要皮二不要脸,也不怕违法,还有什么理由让他给钱,除非是发了菩萨心肠了。后面老王对我们的态度也是越发推诿,见我们都很少了能推就推,信息能不回就不回,后面干脆开始躲着我们了,估计老王自己也知道拖延不下去了,干脆直接失联躲我们,省的还天天和我们周旋。之前我就问过我一些朋友,他们讲到了这种情况","listText":"去之前就联系了欠我钱的这个平台老板老王,老王是温州人,40岁左右中年微胖男子。他说好的,我和另外一个合伙人朋友一起过去的。 金边也不是我第一次来了,以前在上市公司做项目投资的时候在柬埔寨参与投资过一个30万亩的水稻种植项目,当时来了很多次,在金边都住在一个叫金界的酒店,楼下是金边唯一的赌场,楼上就是酒店。这次来我还把酒店定在金界。 到了机场,老王和他在柬埔寨的朋友一起来到了机场接我们,还开了一辆路虎,没等我们开口问钱的事情,老王就在一路谈论他偷渡的惊险经历,然后又描述了他在这边要投资的新项目,介绍了他这边的温州老乡。意图给我们呈现出还钱根本不是问题,他的事业依旧欣欣向荣的想象空间。终于我们还是打断他的吹嘘,问他,钱到期什么时候可以给,现在给有什么问题。老王说现在离岸清算账户提款需要手持护照拍照,护照还丢在国内,逃出来的时候什么也没带,所以现在需要找人去国内帮他把护照带过来才可以申请提款,需要等一等,并且还说清算账户里还500多万美金,是足够支付我们的欠款。我们听了也没有什么反驳的理由,加上我们本来也是比较守契约的人,比较容易相信别人讲的东西,所以我们决定住下了等一等他的护照从国内带过来再进行取款操作。 时间很快过去了一周,他说国内国内给他带护照的人出了点问题,没有拿到护照。现在还是没法提款,他说准备伪造一个护照,来试试看提款。一拖再拖,当时我感觉就不太妙,但是也拿不出当场摊牌的勇气,或者说也不想一下就撕破脸面,出现什么后果都很难讲。真是人善良就被人骗,后来我才明白了,这种人已经违法在逃了,一不要皮二不要脸,也不怕违法,还有什么理由让他给钱,除非是发了菩萨心肠了。后面老王对我们的态度也是越发推诿,见我们都很少了能推就推,信息能不回就不回,后面干脆开始躲着我们了,估计老王自己也知道拖延不下去了,干脆直接失联躲我们,省的还天天和我们周旋。之前我就问过我一些朋友,他们讲到了这种情况","text":"去之前就联系了欠我钱的这个平台老板老王,老王是温州人,40岁左右中年微胖男子。他说好的,我和另外一个合伙人朋友一起过去的。 金边也不是我第一次来了,以前在上市公司做项目投资的时候在柬埔寨参与投资过一个30万亩的水稻种植项目,当时来了很多次,在金边都住在一个叫金界的酒店,楼下是金边唯一的赌场,楼上就是酒店。这次来我还把酒店定在金界。 到了机场,老王和他在柬埔寨的朋友一起来到了机场接我们,还开了一辆路虎,没等我们开口问钱的事情,老王就在一路谈论他偷渡的惊险经历,然后又描述了他在这边要投资的新项目,介绍了他这边的温州老乡。意图给我们呈现出还钱根本不是问题,他的事业依旧欣欣向荣的想象空间。终于我们还是打断他的吹嘘,问他,钱到期什么时候可以给,现在给有什么问题。老王说现在离岸清算账户提款需要手持护照拍照,护照还丢在国内,逃出来的时候什么也没带,所以现在需要找人去国内帮他把护照带过来才可以申请提款,需要等一等,并且还说清算账户里还500多万美金,是足够支付我们的欠款。我们听了也没有什么反驳的理由,加上我们本来也是比较守契约的人,比较容易相信别人讲的东西,所以我们决定住下了等一等他的护照从国内带过来再进行取款操作。 时间很快过去了一周,他说国内国内给他带护照的人出了点问题,没有拿到护照。现在还是没法提款,他说准备伪造一个护照,来试试看提款。一拖再拖,当时我感觉就不太妙,但是也拿不出当场摊牌的勇气,或者说也不想一下就撕破脸面,出现什么后果都很难讲。真是人善良就被人骗,后来我才明白了,这种人已经违法在逃了,一不要皮二不要脸,也不怕违法,还有什么理由让他给钱,除非是发了菩萨心肠了。后面老王对我们的态度也是越发推诿,见我们都很少了能推就推,信息能不回就不回,后面干脆开始躲着我们了,估计老王自己也知道拖延不下去了,干脆直接失联躲我们,省的还天天和我们周旋。之前我就问过我一些朋友,他们讲到了这种情况","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147074965","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":824772294,"gmtCreate":1634361269388,"gmtModify":1634361269388,"author":{"id":"3556185424556931","authorId":"3556185424556931","name":"xnfzhkmmd","avatar":"https://static.tigerbbs.com/51733e8dba262d3b34490b33c97874ea","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556185424556931","authorIdStr":"3556185424556931"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>这十几年A股投资环境没有满足境内人民群众的共同富裕愿望,更没有像美股一样有着养老的功能,所以才有境外证券投资需求,也就是民生逃生之路。打压民意解决不了问题,只有解决问题才能解决根本。","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>这十几年A股投资环境没有满足境内人民群众的共同富裕愿望,更没有像美股一样有着养老的功能,所以才有境外证券投资需求,也就是民生逃生之路。打压民意解决不了问题,只有解决问题才能解决根本。","text":"$老虎证券(TIGR)$这十几年A股投资环境没有满足境内人民群众的共同富裕愿望,更没有像美股一样有着养老的功能,所以才有境外证券投资需求,也就是民生逃生之路。打压民意解决不了问题,只有解决问题才能解决根本。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/824772294","isVote":1,"tweetType":1,"viewCount":2183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688705177,"gmtCreate":1657821313501,"gmtModify":1704868411609,"author":{"id":"3556185424556931","authorId":"3556185424556931","name":"xnfzhkmmd","avatar":"https://static.tigerbbs.com/51733e8dba262d3b34490b33c97874ea","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556185424556931","authorIdStr":"3556185424556931"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>一个时代的蛀虫,一个时代的垃圾资产。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>一个时代的蛀虫,一个时代的垃圾资产。","text":"$阿里巴巴(BABA)$一个时代的蛀虫,一个时代的垃圾资产。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688705177","isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686850967,"gmtCreate":1658245644461,"gmtModify":1704869383672,"author":{"id":"3556185424556931","authorId":"3556185424556931","name":"xnfzhkmmd","avatar":"https://static.tigerbbs.com/51733e8dba262d3b34490b33c97874ea","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556185424556931","authorIdStr":"3556185424556931"},"themes":[],"htmlText":"垃圾资产,不值得买","listText":"垃圾资产,不值得买","text":"垃圾资产,不值得买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686850967","repostId":"1189531059","repostType":2,"repost":{"id":"1189531059","kind":"news","pubTimestamp":1658192461,"share":"https://www.laohu8.com/m/news/1189531059?lang=&edition=full","pubTime":"2022-07-19 09:01","market":"us","language":"en","title":"Is Alibaba Stock Worth Buying?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189531059","media":"TipRanks","summary":"Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back","content":"<div>\n<p>Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back to revive growth in the tech sector. The company now has to deal with a different set of challenges...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Is Alibaba Stock Worth Buying?</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\">\nIs Alibaba Stock Worth Buying?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 09:01 GMT+8 <a href=https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back to revive growth in the tech sector. The company now has to deal with a different set of challenges...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189531059","content_text":"Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back to revive growth in the tech sector. The company now has to deal with a different set of challenges brought on by macroeconomic developments.Alibaba Group Holding Limited (BABA), the Chinese e-commerce juggernaut, has taken a massive hit over the past two years due to pandemic-related disruptions and the Chinese government’s crackdown on the tech industry. Alibaba’s stock dropped 51% over the last 12 months, compared to a 13% decline in the S&P 500 (SPX). Alibaba stock may be headed for a significant recovery in the long run given that Chinese regulators are now taking a more measured approach. However, the company continues to avoid making any predictions for the upcoming quarters due to the uncertainty surrounding macroeconomic conditions.Geopolitical tensions and the threat of U.S. regulators tightening their grip on Chinese stocks do not paint a promising picture for Alibaba.Although I am bullish about the long-term prospects of the company and the stock looks attractive at these depressed prices, things are likely to get worse before they get better.Regulatory Challenges Are Easing for BABAInvestors abandoned Alibaba for two primary reasons. First, Alibaba was charged with a record-breaking antitrust penalty by Chinese officials. The Chinese government has been cracking down on large technology companies for alleged monopolistic data security tactics and monopolistic business practices. Alibaba’s profitability was significantly impacted after it was fined $2.75 billion by China’s State Administration for Market Regulation in April 2021.Additionally, authorities imposed new restrictions on its e-commerce business and called off the Ant Group’s much-anticipated IPO. Chinese regulators have tightened their control over businesses trying to enter foreign financial markets ever since the $35 billion IPO of the Ant Group, the fintech division of Alibaba, was suspended by the China Securities Regulatory Commission (CSRC) in November 2020.The Ant Group was scheduled to start trading in Hong Kong. However, this was suspended after Shanghai officials said that the listing would be halted as Alibaba was unable to meet the requirements due to changes in the regulatory environment.Many investors continue to avoid Chinese equities in general as a result of the possibility of mass delisting in the United States. Alibaba faces the possibility of delisting from U.S. exchanges even though the SEC has not yet identified it as a violator of the Holding Foreign Companies Accountable Act (HFCAA). That said, some institutional investors are already moving to Hong Kong to invest in Alibaba while dumping its American depositary receipts (ADRs). For example, BlackRock, Inc. (BLK) sold its Alibaba ADRs in the U.S. and purchased the stock in Hong Kong.Alibaba stock has gained some ground since March after Beijing and the U.S. announced that officials are in talks to allow American regulators to undertake on-site audits of Chinese companies listed in the United States. Chinese policymakers have also paused their regulatory pressure on the tech industry in an effort to stabilize the economy, which has dramatically improved the sentiment toward Alibaba. The focus of investors, therefore, is likely to shift to corporate earnings once again.BABA’s Recent Earnings Highlight New ChallengesAlibaba surpassed analyst estimates and posted revenue of RMB 204,052 billion ($32.18 billion) for the fourth quarter of fiscal 2022. The China Commerce segment brought in RMB 140,330 million ($22.17 billion) in revenue, an increase of 8% from the previous year. Similarly, the Local Consumer Services segment reported RMB 10,445 million ($1.64 billion) in revenue, an increase of 29%. The all-important Cloud segment brought in RMB 18,971 million ($2.99 billion) in revenue, an increase of 12% from the previous year.For the fiscal year ending March 31, 2022, Alibaba Group’s global active consumers totaled approximately 1.31 billion. This includes over one billion Chinese consumers and 305 million international consumers, representing a quarterly net increase of approximately 24.6 million and 3.7 million customers, respectively, and an annual net increase of 113 million and 64 million customers, respectively.The company’s global gross merchandise value (GMV) for the fiscal year reached a record RMB 8,317 billion ($1,312 billion). However, the GMV growth in January and February was flat, and the overall GMV for the quarter had a low single-digit decline. This was due to logistics and supply chain pressures, coupled with a softening of demand due to challenging macroeconomic conditions such as inflation.Alibaba’s gross and operating margins declined significantly in the recent quarter due to severe margin pressures brought on by inflation. It has already hurt the company’s free cash flow, and a continuation of this trend will not be welcome news for investors.Alibaba reported a negative free cash flow exceeding $1 billion for the fourth quarter of fiscal 2022, which is not encouraging given that the company has always been able to generate positive free cash flow even under challenging circumstances. Macroeconomic challenges are already taking a toll on Alibaba’s earnings, and its stock price might come under pressure yet again due to the deterioration of investor sentiment toward China and Alibaba’s growth prospects.Wall Street Is Bullish about BABABased on the ratings of 23 Wall Street analysts, the average Alibaba price target is $153.68, which implies upside of 48% from the current market price.TakeawayAlibaba can finally breathe easy as regulators are taking a step back. Unfortunately, the company is now faced with macroeconomic challenges that threaten to eat into its profitability. Even on the back of a lackluster stock market performance in the last 12 months, Alibaba stock is still valued at a forward price-to-earnings (P/E) multiple of 29, suggesting investors are willing to pay a premium for expected growth. This premium, however, could quickly disappear if Alibaba fails to maintain the growth momentum in the coming quarters, which makes investing in Alibaba only suitable for investors with a long-term perspective.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614884415,"gmtCreate":1653486246440,"gmtModify":1653486246440,"author":{"id":"3556185424556931","authorId":"3556185424556931","name":"xnfzhkmmd","avatar":"https://static.tigerbbs.com/51733e8dba262d3b34490b33c97874ea","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556185424556931","authorIdStr":"3556185424556931"},"themes":[],"htmlText":"我一直在等。","listText":"我一直在等。","text":"我一直在等。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614884415","repostId":"1167816744","repostType":2,"repost":{"id":"1167816744","kind":"news","pubTimestamp":1653465058,"share":"https://www.laohu8.com/m/news/1167816744?lang=&edition=full","pubTime":"2022-05-25 15:50","market":"us","language":"zh","title":"单季度首次全面盈利,瑞幸离重返纳斯达克不远了","url":"https://stock-news.laohu8.com/highlight/detail?id=1167816744","media":"36氪","summary":"伴随首次季度盈利,市场似乎都在等待瑞幸重返纳斯达克。成立5年,经历“起死回生”的瑞幸,在哀嚎遍野的一季度送上了惊喜——首次实现单季度全面盈利。财报数据显示,一季度瑞幸咖啡(以下简称“瑞幸”)实现营收2","content":"<html><head></head><body><blockquote>伴随首次季度盈利,市场似乎都在等待瑞幸重返纳斯达克。</blockquote><p>成立5年,经历“起死回生”的瑞幸,在哀嚎遍野的一季度送上了惊喜——首次实现单季度全面盈利。</p><p>财报数据显示,一季度<a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>(以下简称“瑞幸”)实现营收24.046亿人民币,同比增长89.5%。其中,自营门店收入17.147亿,同比增长66.2%;加盟门店收入5.493亿,同比暴增239.3%,占总收入的比重也首次突破20%,达到22.8%。</p><p>考虑一季度是传统淡季,叠加疫情反弹,瑞幸的增长让人惊讶。以自营门店为例,其单店的GMV增速达到41.6%,尽管相比去年同期有所下滑,但仍然领先行业对手——<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>中国一季度收入7.4亿美元,同比下降14%,同店GMV则下降了23%。</p><p>借势冬奥营销,瑞幸一季度的月活用户数也创出新高,达到1600万,同比大涨83%。门店数上,一季度瑞幸净新开门店556家,环比增长9.2%,截止一季度共有门店6580家,其中自营门店4675家,加盟门店1905家,但由于上海和深圳疫情肆虐,3月份瑞幸平均每天关闭约700家门店。</p><p>业绩的大幅增长,也让瑞幸实现了5年来首个单季度全面盈利。一季度,美国会计准则(GAAP)下瑞幸的经营利润达到1610万人民币,去年同期则为亏损为3.64亿;Non-GAAP下的营业利润则为9210万。</p><p>受此影响,瑞幸股价在粉单市场一度大涨5%,截至今早收盘,报收8.54美元/股,微跌2%。</p><p><b>盈利背后</b></p><p>拆分来看,瑞幸的收入主要分为两部分:产品销售收入以及加盟门店收入。前者包括饮品销售收入、零售收入以及配送收入;后者则涵盖向加盟商出售的原材料和设备等收入、销售分成以及配送等服务收入。</p><p>一季度,瑞幸实现产品销售收入18.553亿元,同比增长67.6%,其中来自饮品的收入为16.526亿元,占一季度总收入的68.8%,去年同期这一数字为76.2%。在自营门店数增速放缓后,瑞幸在有意加大对加盟门店服务收入的比重,这既能提升整体的毛利率,在经济环境不确定的情况下,也能一定程度的转嫁风险。</p><p><img src=\"https://static.tigerbbs.com/30be565b8e55eb847c5b64eae0833638\" tg-width=\"1476\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>一季度收入细分</p><p>层出不穷的新品、活跃用户数增长以及不断推高的单杯售价都为产品销售收入的暴涨贡献良多。财报显示,一季度瑞幸推出了34款新品,这一势头在4月份延续,以“椰云拿铁”为例,其上市第一周就售出超495万杯,一跃成为新爆款。</p><p><b>瑞幸在一季报中并没有披露具体的销量,因而无法计算单杯的平均售价。但据<a href=\"https://laohu8.com/S/KRKR\">36氪</a>了解,在经历去年底的提价后,瑞幸咖啡目前单杯的售价已经突破17元,去年三季度该数据为15.2元,2019年四季度则仅为9.7元。</b></p><p>去年Q4,瑞幸首次将配送费用从销售和市场营销费用中独立出来,一季度瑞幸在本项上的费用达到了2.467亿元(因为存在多杯一起配送情况,无法按照6元/次配送费估计单量),猛增88.1%;销售和营销费用也因为冬奥等因素出现了76.8%的同比增长,达到1.084亿元。</p><p>不过,伴随Q1成功完成临时清算,与虚假交易和重组相关的亏损和费用本季度大降近60%仅为3730万元,瑞幸预估相关费用在2022年Q2将继续下降。</p><p>尽管有多重不利因素的影响,本季度瑞幸自营门店的经营利润率还是保持在了20.3%,已经连续四个季度保持在20%以上,此前三个季度分别为20.9%、25.2%、23.1%。</p><p>再来看下加盟门店的表现。</p><p>截至一季度末,瑞幸拥有自营门店4675家,加盟门店1905家,新增的556家门店中超60%的来自加盟。这使得一季度瑞幸的加盟门店收入达到了3.657亿元,同比大增239.3%。</p><p><img src=\"https://static.tigerbbs.com/42dd596d5299e451100e5d263779036d\" tg-width=\"1488\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/></p><p>瑞幸咖啡门店表现</p><p>此前有多位瑞幸加盟店长告诉36氪,自去年下半年起,瑞幸在有意控制加盟门店数的增长,“更看质量,而非数量,对选址和加盟店的经营也要求更高”。但这一趋势似乎正在打破——今年一季度瑞幸的新增门店数已经占到2021全年(1221家)的近一半。</p><p>据了解,目前瑞幸的加盟条件包括拥有一个至少30平米的店铺,设计费5000元,11-13万元的装修费以及19万元的设备费,还要缴纳5万元的保证金,投入成本至少在40万元以上。</p><p>但与众多开展加盟模式的零售企业不同,瑞幸并不收取加盟费,而是对每个加盟门店2万元以上的销售毛利进行阶梯式抽成。在3.657亿元的加盟门店收入中,有6610万元来自这一项。粗略估算,一季度瑞幸从每个加盟门店就会抽取3.5万元。</p><p><b>一位加盟门店店主告诉36氪,该抽成比例从10-40%不等,“毛利2万元之下不抽成,2-3万元部分抽取10%;3-4万元的部分抽取20%,4-8万元的部分抽取30%。”</b></p><p>财报显示,截至2022年4月11日,瑞幸咖啡在三线及以下门店占比已接近20%,2021年瑞幸咖啡门店三四线城市的覆盖率则超过80%。平安证券在此前的研报也表示,目前国内一二线市场竞争激烈,中国咖啡市场能否实现突破很大程度上取决于下沉市场,伴随瑞幸正式盈利,瑞幸的加盟生意或许会迎来新一轮高潮。</p><p><b>能持续吗?</b></p><p>如此严峻的宏观环境下,瑞幸咖啡能实现首次单季度全面盈利已经证明了其商业模式的成功,但要想保持这一状态并不容易。</p><p>疫情肆虐对线下门店的冲击肉眼可见。<b>瑞幸咖啡董事长郭瑾一在业绩电话会上就表示,3月份瑞幸平均每天关闭的门店就有约700家,而截至财报发布前,这一数字已经攀升至950家(</b>据不完全统计,瑞幸目前在上海的门店数大约在500家上下),<b>按照投行的预估,这将为瑞幸带来单季度超4亿人民币的经营损失。</b></p><p>原材料价格的上涨似乎也在困扰着整个行业。在此前的业绩会上,星巴克中国区董事长王静瑛就表示,对星巴克中国业绩影响最大的就是通货膨胀的压力。</p><p><b>美国ICE<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>的数据显示,截至5月25日阿拉比卡咖啡期货主力合约(03合约)上涨4.8%至223.5美分/磅,创下2011年11月以来的最高水平,咖啡库存已经降至22年来的新低。</b></p><p>咖啡期货的涨价,与全球最大的咖啡生产国巴西产量下滑有关。巴西年出口量占全球咖啡贸易总额30%以上,但2021年先后遭遇干旱和霜冻灾害,恰好发生在咖啡豆收获季,导致咖啡豆同比减产近20%,至今供需调整仍未结束,短期内仍将继续推动咖啡价格上涨。</p><p>瑞幸也没能幸免,一直以来其选用的正是来自埃塞俄比亚、巴西等地的阿拉比卡当季生豆(2021年共进口咖啡豆15808吨)。一季度瑞幸的原材料成本暴涨83.2%至9.832亿元,在各项成本的同比增速中仅次于配送费用,远超门店成本以及销售和营销费用。</p><p><b>郭瑾一也表示,这会在二季度为瑞幸咖啡的经营业绩带来很大的不确定性,但因为此前瑞幸咖啡豆的备货相对充足,能最大程度上抵减原材料成本持续上涨带来的传导压力。</b>自去年12月对大部分单品提价3元后,瑞幸咖啡再无提价之举,据了解在接下来的季度瑞幸提价的可能性依然不大。</p><p>按照投行预估,假如Q3不受疫情影响,预计瑞幸自营门店的经营利润率将达到28%-30%,这已经接近甚至超过星巴克单季度门店的最高利润率水平,但按照现在的市值算,瑞幸的单店价值只有300万人民币左右,被大大低估。</p><p>就在一季度财报发布前,瑞幸发布采用新的董事会任期并任命四名新董事的公告,表示将在下次会议上重新任命每位董事,且对重新任命的董事和未来任命的董事实施两年任期制,以进一步改善公司治理。在外界看来这是瑞幸为重返资本市场做出的又一举动。</p><p>此前的1月27日,瑞幸咖啡宣布大钲资本联合国际顶级投资机构IDG和Ares SSG,完成对毕马威(KPMG)所托管的陆正耀及其管理团队所持有的3.83亿股瑞幸股份的收购。交易完成后,大钲资本成为瑞幸咖啡控股股东,持有公司超过50%投票权。</p><p>这个公告意味着,为期一年多的原管理层股权归属问题画上终止符。与债务事项一同终结的,还有以陆为首的原造假团队回归翻盘的猜测。市场对瑞幸管理层的变动焦虑也随之消散。</p><p>伴随首次季度盈利,市场似乎都在等待瑞幸重返纳斯达克。</p></body></html>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>单季度首次全面盈利,瑞幸离重返纳斯达克不远了</title>\n<style 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}\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单季度首次全面盈利,瑞幸离重返纳斯达克不远了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-25 15:50 北京时间 <a href=https://36kr.com/p/1755111977172612><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伴随首次季度盈利,市场似乎都在等待瑞幸重返纳斯达克。成立5年,经历“起死回生”的瑞幸,在哀嚎遍野的一季度送上了惊喜——首次实现单季度全面盈利。财报数据显示,一季度瑞幸咖啡(以下简称“瑞幸”)实现营收24.046亿人民币,同比增长89.5%。其中,自营门店收入17.147亿,同比增长66.2%;加盟门店收入5.493亿,同比暴增239.3%,占总收入的比重也首次突破20%,达到22.8%。考虑一季度...</p>\n\n<a href=\"https://36kr.com/p/1755111977172612\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65c6455ef80d23573ed85d61bbc37d01","relate_stocks":{"LKNCY":"瑞幸咖啡"},"source_url":"https://36kr.com/p/1755111977172612","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167816744","content_text":"伴随首次季度盈利,市场似乎都在等待瑞幸重返纳斯达克。成立5年,经历“起死回生”的瑞幸,在哀嚎遍野的一季度送上了惊喜——首次实现单季度全面盈利。财报数据显示,一季度瑞幸咖啡(以下简称“瑞幸”)实现营收24.046亿人民币,同比增长89.5%。其中,自营门店收入17.147亿,同比增长66.2%;加盟门店收入5.493亿,同比暴增239.3%,占总收入的比重也首次突破20%,达到22.8%。考虑一季度是传统淡季,叠加疫情反弹,瑞幸的增长让人惊讶。以自营门店为例,其单店的GMV增速达到41.6%,尽管相比去年同期有所下滑,但仍然领先行业对手——星巴克中国一季度收入7.4亿美元,同比下降14%,同店GMV则下降了23%。借势冬奥营销,瑞幸一季度的月活用户数也创出新高,达到1600万,同比大涨83%。门店数上,一季度瑞幸净新开门店556家,环比增长9.2%,截止一季度共有门店6580家,其中自营门店4675家,加盟门店1905家,但由于上海和深圳疫情肆虐,3月份瑞幸平均每天关闭约700家门店。业绩的大幅增长,也让瑞幸实现了5年来首个单季度全面盈利。一季度,美国会计准则(GAAP)下瑞幸的经营利润达到1610万人民币,去年同期则为亏损为3.64亿;Non-GAAP下的营业利润则为9210万。受此影响,瑞幸股价在粉单市场一度大涨5%,截至今早收盘,报收8.54美元/股,微跌2%。盈利背后拆分来看,瑞幸的收入主要分为两部分:产品销售收入以及加盟门店收入。前者包括饮品销售收入、零售收入以及配送收入;后者则涵盖向加盟商出售的原材料和设备等收入、销售分成以及配送等服务收入。一季度,瑞幸实现产品销售收入18.553亿元,同比增长67.6%,其中来自饮品的收入为16.526亿元,占一季度总收入的68.8%,去年同期这一数字为76.2%。在自营门店数增速放缓后,瑞幸在有意加大对加盟门店服务收入的比重,这既能提升整体的毛利率,在经济环境不确定的情况下,也能一定程度的转嫁风险。瑞幸咖啡一季度收入细分层出不穷的新品、活跃用户数增长以及不断推高的单杯售价都为产品销售收入的暴涨贡献良多。财报显示,一季度瑞幸推出了34款新品,这一势头在4月份延续,以“椰云拿铁”为例,其上市第一周就售出超495万杯,一跃成为新爆款。瑞幸在一季报中并没有披露具体的销量,因而无法计算单杯的平均售价。但据36氪了解,在经历去年底的提价后,瑞幸咖啡目前单杯的售价已经突破17元,去年三季度该数据为15.2元,2019年四季度则仅为9.7元。去年Q4,瑞幸首次将配送费用从销售和市场营销费用中独立出来,一季度瑞幸在本项上的费用达到了2.467亿元(因为存在多杯一起配送情况,无法按照6元/次配送费估计单量),猛增88.1%;销售和营销费用也因为冬奥等因素出现了76.8%的同比增长,达到1.084亿元。不过,伴随Q1成功完成临时清算,与虚假交易和重组相关的亏损和费用本季度大降近60%仅为3730万元,瑞幸预估相关费用在2022年Q2将继续下降。尽管有多重不利因素的影响,本季度瑞幸自营门店的经营利润率还是保持在了20.3%,已经连续四个季度保持在20%以上,此前三个季度分别为20.9%、25.2%、23.1%。再来看下加盟门店的表现。截至一季度末,瑞幸拥有自营门店4675家,加盟门店1905家,新增的556家门店中超60%的来自加盟。这使得一季度瑞幸的加盟门店收入达到了3.657亿元,同比大增239.3%。瑞幸咖啡门店表现此前有多位瑞幸加盟店长告诉36氪,自去年下半年起,瑞幸在有意控制加盟门店数的增长,“更看质量,而非数量,对选址和加盟店的经营也要求更高”。但这一趋势似乎正在打破——今年一季度瑞幸的新增门店数已经占到2021全年(1221家)的近一半。据了解,目前瑞幸的加盟条件包括拥有一个至少30平米的店铺,设计费5000元,11-13万元的装修费以及19万元的设备费,还要缴纳5万元的保证金,投入成本至少在40万元以上。但与众多开展加盟模式的零售企业不同,瑞幸并不收取加盟费,而是对每个加盟门店2万元以上的销售毛利进行阶梯式抽成。在3.657亿元的加盟门店收入中,有6610万元来自这一项。粗略估算,一季度瑞幸从每个加盟门店就会抽取3.5万元。一位加盟门店店主告诉36氪,该抽成比例从10-40%不等,“毛利2万元之下不抽成,2-3万元部分抽取10%;3-4万元的部分抽取20%,4-8万元的部分抽取30%。”财报显示,截至2022年4月11日,瑞幸咖啡在三线及以下门店占比已接近20%,2021年瑞幸咖啡门店三四线城市的覆盖率则超过80%。平安证券在此前的研报也表示,目前国内一二线市场竞争激烈,中国咖啡市场能否实现突破很大程度上取决于下沉市场,伴随瑞幸正式盈利,瑞幸的加盟生意或许会迎来新一轮高潮。能持续吗?如此严峻的宏观环境下,瑞幸咖啡能实现首次单季度全面盈利已经证明了其商业模式的成功,但要想保持这一状态并不容易。疫情肆虐对线下门店的冲击肉眼可见。瑞幸咖啡董事长郭瑾一在业绩电话会上就表示,3月份瑞幸平均每天关闭的门店就有约700家,而截至财报发布前,这一数字已经攀升至950家(据不完全统计,瑞幸目前在上海的门店数大约在500家上下),按照投行的预估,这将为瑞幸带来单季度超4亿人民币的经营损失。原材料价格的上涨似乎也在困扰着整个行业。在此前的业绩会上,星巴克中国区董事长王静瑛就表示,对星巴克中国业绩影响最大的就是通货膨胀的压力。美国ICE洲际交易所的数据显示,截至5月25日阿拉比卡咖啡期货主力合约(03合约)上涨4.8%至223.5美分/磅,创下2011年11月以来的最高水平,咖啡库存已经降至22年来的新低。咖啡期货的涨价,与全球最大的咖啡生产国巴西产量下滑有关。巴西年出口量占全球咖啡贸易总额30%以上,但2021年先后遭遇干旱和霜冻灾害,恰好发生在咖啡豆收获季,导致咖啡豆同比减产近20%,至今供需调整仍未结束,短期内仍将继续推动咖啡价格上涨。瑞幸也没能幸免,一直以来其选用的正是来自埃塞俄比亚、巴西等地的阿拉比卡当季生豆(2021年共进口咖啡豆15808吨)。一季度瑞幸的原材料成本暴涨83.2%至9.832亿元,在各项成本的同比增速中仅次于配送费用,远超门店成本以及销售和营销费用。郭瑾一也表示,这会在二季度为瑞幸咖啡的经营业绩带来很大的不确定性,但因为此前瑞幸咖啡豆的备货相对充足,能最大程度上抵减原材料成本持续上涨带来的传导压力。自去年12月对大部分单品提价3元后,瑞幸咖啡再无提价之举,据了解在接下来的季度瑞幸提价的可能性依然不大。按照投行预估,假如Q3不受疫情影响,预计瑞幸自营门店的经营利润率将达到28%-30%,这已经接近甚至超过星巴克单季度门店的最高利润率水平,但按照现在的市值算,瑞幸的单店价值只有300万人民币左右,被大大低估。就在一季度财报发布前,瑞幸发布采用新的董事会任期并任命四名新董事的公告,表示将在下次会议上重新任命每位董事,且对重新任命的董事和未来任命的董事实施两年任期制,以进一步改善公司治理。在外界看来这是瑞幸为重返资本市场做出的又一举动。此前的1月27日,瑞幸咖啡宣布大钲资本联合国际顶级投资机构IDG和Ares SSG,完成对毕马威(KPMG)所托管的陆正耀及其管理团队所持有的3.83亿股瑞幸股份的收购。交易完成后,大钲资本成为瑞幸咖啡控股股东,持有公司超过50%投票权。这个公告意味着,为期一年多的原管理层股权归属问题画上终止符。与债务事项一同终结的,还有以陆为首的原造假团队回归翻盘的猜测。市场对瑞幸管理层的变动焦虑也随之消散。伴随首次季度盈利,市场似乎都在等待瑞幸重返纳斯达克。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860084314,"gmtCreate":1632107993338,"gmtModify":1632107993338,"author":{"id":"3556185424556931","authorId":"3556185424556931","name":"xnfzhkmmd","avatar":"https://static.tigerbbs.com/51733e8dba262d3b34490b33c97874ea","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556185424556931","authorIdStr":"3556185424556931"},"themes":[],"htmlText":"30,见!","listText":"30,见!","text":"30,见!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860084314","repostId":"1189078247","repostType":2,"repost":{"id":"1189078247","kind":"news","pubTimestamp":1632056857,"share":"https://www.laohu8.com/m/news/1189078247?lang=&edition=full","pubTime":"2021-09-19 21:07","market":"hk","language":"zh","title":"FF宣布与吉利合作取得实质进展,旗舰店选址北上广深","url":"https://stock-news.laohu8.com/highlight/detail?id=1189078247","media":"新浪科技","summary":"目前双方技术团队正在紧密对接,进行平台技术的验收及开发准备。","content":"<p>9月19日下午消息,<a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a> Intelligent Electric Inc. (法拉第未来,以下称\"FF\") 今天在“919未来主义者共创节”上宣布,FF与吉利控股的双方合作取得了实质性进展,实现了技术合作的第一阶段。目前双方技术团队正在紧密对接,进行平台技术的验收及开发准备。</p>\n<p>在此次“919未来主义者共创节”上,FF中国CEO陈雪峰率公司高管团队首次集体亮相,并公布了FF 91量产交付最新进展以及渠道销售策略,表示FF 91在中国的首批旗舰店将选址北京、上海、广州、深圳四地。</p>\n<p>陈雪峰还透露,公司中美双主场战略已取得重要突破,FF和吉利控股的双方合作取得了实质性进展,实现了技术合作的第一阶段。目前,双方技术团队正在紧密对接,进行平台技术的验收及开发准备。此技术合作的落实,有助于推动双方探讨进一步的合作,同时也会促进FF中国业务的发展。</p>\n<p>共创节上,FF还介绍了FF 91量产交付的最新进展,表示随着全面展开的生产和技术保障的大规模人员招聘,全面负责领导Faraday Future的生产制造工作的生产制造副总裁Matt Tall的加盟,将加速实现公司上市后12个月内量产交付FF 91的承诺。但由于时差,FF 91量产交付的具体细节随后将在FF 美国举行的919共创节上对外公布。</p>\n<p>此外,FF还公布了FF 91在国内的销售及渠道策略。目前,FF打造了线上线下融合的生态O2O直销模式,通过在线平台(FF Intelligent App及FF.com)、FF自有门店、合作伙伴自有门店和展厅,形成轻资产的销售网络。官方数据显示,FF Intelligent App(FF官方App)上线两个月来,70%+ 的新增订单来自App平台。现在,FF美国正在洛杉矶和纽约进行旗舰店选址;接下来,FF中国将在北京、上海、广州、深圳四地进行FF/FF Par生态旗舰店选址。</p>","source":"sina_tech","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>FF宣布与吉利合作取得实质进展,旗舰店选址北上广深</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\">\nFF宣布与吉利合作取得实质进展,旗舰店选址北上广深\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-19 21:07 北京时间 <a href=https://finance.sina.com.cn/tech/2021-09-19/doc-iktzscyx5197841.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月19日下午消息,Faraday Future Intelligent Electric Inc. (法拉第未来,以下称\"FF\") 今天在“919未来主义者共创节”上宣布,FF与吉利控股的双方合作取得了实质性进展,实现了技术合作的第一阶段。目前双方技术团队正在紧密对接,进行平台技术的验收及开发准备。\n在此次“919未来主义者共创节”上,FF中国CEO陈雪峰率公司高管团队首次集体亮相,并公布了FF...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-09-19/doc-iktzscyx5197841.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/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{"00175":"吉利汽车","FFIE":"Faraday Future"},"source_url":"https://finance.sina.com.cn/tech/2021-09-19/doc-iktzscyx5197841.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189078247","content_text":"9月19日下午消息,Faraday Future Intelligent Electric Inc. (法拉第未来,以下称\"FF\") 今天在“919未来主义者共创节”上宣布,FF与吉利控股的双方合作取得了实质性进展,实现了技术合作的第一阶段。目前双方技术团队正在紧密对接,进行平台技术的验收及开发准备。\n在此次“919未来主义者共创节”上,FF中国CEO陈雪峰率公司高管团队首次集体亮相,并公布了FF 91量产交付最新进展以及渠道销售策略,表示FF 91在中国的首批旗舰店将选址北京、上海、广州、深圳四地。\n陈雪峰还透露,公司中美双主场战略已取得重要突破,FF和吉利控股的双方合作取得了实质性进展,实现了技术合作的第一阶段。目前,双方技术团队正在紧密对接,进行平台技术的验收及开发准备。此技术合作的落实,有助于推动双方探讨进一步的合作,同时也会促进FF中国业务的发展。\n共创节上,FF还介绍了FF 91量产交付的最新进展,表示随着全面展开的生产和技术保障的大规模人员招聘,全面负责领导Faraday Future的生产制造工作的生产制造副总裁Matt Tall的加盟,将加速实现公司上市后12个月内量产交付FF 91的承诺。但由于时差,FF 91量产交付的具体细节随后将在FF 美国举行的919共创节上对外公布。\n此外,FF还公布了FF 91在国内的销售及渠道策略。目前,FF打造了线上线下融合的生态O2O直销模式,通过在线平台(FF Intelligent App及FF.com)、FF自有门店、合作伙伴自有门店和展厅,形成轻资产的销售网络。官方数据显示,FF Intelligent App(FF官方App)上线两个月来,70%+ 的新增订单来自App平台。现在,FF美国正在洛杉矶和纽约进行旗舰店选址;接下来,FF中国将在北京、上海、广州、深圳四地进行FF/FF Par生态旗舰店选址。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894605898,"gmtCreate":1628819582814,"gmtModify":1628819582814,"author":{"id":"3556185424556931","authorId":"3556185424556931","name":"xnfzhkmmd","avatar":"https://static.tigerbbs.com/51733e8dba262d3b34490b33c97874ea","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556185424556931","authorIdStr":"3556185424556931"},"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/894605898","repostId":"147074965","repostType":1,"repost":{"id":147074965,"gmtCreate":1626324070757,"gmtModify":1626655242292,"author":{"id":"3474427844601583","authorId":"3474427844601583","name":"芋头红薯爸爸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474427844601583","authorIdStr":"3474427844601583"},"themes":[],"title":"万字长文记录13年坎坷投资路之柬埔寨要债","htmlText":"去之前就联系了欠我钱的这个平台老板老王,老王是温州人,40岁左右中年微胖男子。他说好的,我和另外一个合伙人朋友一起过去的。 金边也不是我第一次来了,以前在上市公司做项目投资的时候在柬埔寨参与投资过一个30万亩的水稻种植项目,当时来了很多次,在金边都住在一个叫金界的酒店,楼下是金边唯一的赌场,楼上就是酒店。这次来我还把酒店定在金界。 到了机场,老王和他在柬埔寨的朋友一起来到了机场接我们,还开了一辆路虎,没等我们开口问钱的事情,老王就在一路谈论他偷渡的惊险经历,然后又描述了他在这边要投资的新项目,介绍了他这边的温州老乡。意图给我们呈现出还钱根本不是问题,他的事业依旧欣欣向荣的想象空间。终于我们还是打断他的吹嘘,问他,钱到期什么时候可以给,现在给有什么问题。老王说现在离岸清算账户提款需要手持护照拍照,护照还丢在国内,逃出来的时候什么也没带,所以现在需要找人去国内帮他把护照带过来才可以申请提款,需要等一等,并且还说清算账户里还500多万美金,是足够支付我们的欠款。我们听了也没有什么反驳的理由,加上我们本来也是比较守契约的人,比较容易相信别人讲的东西,所以我们决定住下了等一等他的护照从国内带过来再进行取款操作。 时间很快过去了一周,他说国内国内给他带护照的人出了点问题,没有拿到护照。现在还是没法提款,他说准备伪造一个护照,来试试看提款。一拖再拖,当时我感觉就不太妙,但是也拿不出当场摊牌的勇气,或者说也不想一下就撕破脸面,出现什么后果都很难讲。真是人善良就被人骗,后来我才明白了,这种人已经违法在逃了,一不要皮二不要脸,也不怕违法,还有什么理由让他给钱,除非是发了菩萨心肠了。后面老王对我们的态度也是越发推诿,见我们都很少了能推就推,信息能不回就不回,后面干脆开始躲着我们了,估计老王自己也知道拖延不下去了,干脆直接失联躲我们,省的还天天和我们周旋。之前我就问过我一些朋友,他们讲到了这种情况","listText":"去之前就联系了欠我钱的这个平台老板老王,老王是温州人,40岁左右中年微胖男子。他说好的,我和另外一个合伙人朋友一起过去的。 金边也不是我第一次来了,以前在上市公司做项目投资的时候在柬埔寨参与投资过一个30万亩的水稻种植项目,当时来了很多次,在金边都住在一个叫金界的酒店,楼下是金边唯一的赌场,楼上就是酒店。这次来我还把酒店定在金界。 到了机场,老王和他在柬埔寨的朋友一起来到了机场接我们,还开了一辆路虎,没等我们开口问钱的事情,老王就在一路谈论他偷渡的惊险经历,然后又描述了他在这边要投资的新项目,介绍了他这边的温州老乡。意图给我们呈现出还钱根本不是问题,他的事业依旧欣欣向荣的想象空间。终于我们还是打断他的吹嘘,问他,钱到期什么时候可以给,现在给有什么问题。老王说现在离岸清算账户提款需要手持护照拍照,护照还丢在国内,逃出来的时候什么也没带,所以现在需要找人去国内帮他把护照带过来才可以申请提款,需要等一等,并且还说清算账户里还500多万美金,是足够支付我们的欠款。我们听了也没有什么反驳的理由,加上我们本来也是比较守契约的人,比较容易相信别人讲的东西,所以我们决定住下了等一等他的护照从国内带过来再进行取款操作。 时间很快过去了一周,他说国内国内给他带护照的人出了点问题,没有拿到护照。现在还是没法提款,他说准备伪造一个护照,来试试看提款。一拖再拖,当时我感觉就不太妙,但是也拿不出当场摊牌的勇气,或者说也不想一下就撕破脸面,出现什么后果都很难讲。真是人善良就被人骗,后来我才明白了,这种人已经违法在逃了,一不要皮二不要脸,也不怕违法,还有什么理由让他给钱,除非是发了菩萨心肠了。后面老王对我们的态度也是越发推诿,见我们都很少了能推就推,信息能不回就不回,后面干脆开始躲着我们了,估计老王自己也知道拖延不下去了,干脆直接失联躲我们,省的还天天和我们周旋。之前我就问过我一些朋友,他们讲到了这种情况","text":"去之前就联系了欠我钱的这个平台老板老王,老王是温州人,40岁左右中年微胖男子。他说好的,我和另外一个合伙人朋友一起过去的。 金边也不是我第一次来了,以前在上市公司做项目投资的时候在柬埔寨参与投资过一个30万亩的水稻种植项目,当时来了很多次,在金边都住在一个叫金界的酒店,楼下是金边唯一的赌场,楼上就是酒店。这次来我还把酒店定在金界。 到了机场,老王和他在柬埔寨的朋友一起来到了机场接我们,还开了一辆路虎,没等我们开口问钱的事情,老王就在一路谈论他偷渡的惊险经历,然后又描述了他在这边要投资的新项目,介绍了他这边的温州老乡。意图给我们呈现出还钱根本不是问题,他的事业依旧欣欣向荣的想象空间。终于我们还是打断他的吹嘘,问他,钱到期什么时候可以给,现在给有什么问题。老王说现在离岸清算账户提款需要手持护照拍照,护照还丢在国内,逃出来的时候什么也没带,所以现在需要找人去国内帮他把护照带过来才可以申请提款,需要等一等,并且还说清算账户里还500多万美金,是足够支付我们的欠款。我们听了也没有什么反驳的理由,加上我们本来也是比较守契约的人,比较容易相信别人讲的东西,所以我们决定住下了等一等他的护照从国内带过来再进行取款操作。 时间很快过去了一周,他说国内国内给他带护照的人出了点问题,没有拿到护照。现在还是没法提款,他说准备伪造一个护照,来试试看提款。一拖再拖,当时我感觉就不太妙,但是也拿不出当场摊牌的勇气,或者说也不想一下就撕破脸面,出现什么后果都很难讲。真是人善良就被人骗,后来我才明白了,这种人已经违法在逃了,一不要皮二不要脸,也不怕违法,还有什么理由让他给钱,除非是发了菩萨心肠了。后面老王对我们的态度也是越发推诿,见我们都很少了能推就推,信息能不回就不回,后面干脆开始躲着我们了,估计老王自己也知道拖延不下去了,干脆直接失联躲我们,省的还天天和我们周旋。之前我就问过我一些朋友,他们讲到了这种情况","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147074965","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}