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周云飞
11-21
这篇文章不错,转发给大家看看
@侃见财经:手握220亿现金,赴港上市!顺丰控股,彻底爆了!
周云飞
10-22
$华润饮料(02460)$
为什么交易不了,也撤不了
去老虎APP查看更多动态
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为什么交易不了,也撤不了","text":"$华润饮料(02460)$ 为什么交易不了,也撤不了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/362774246404160","isVote":1,"tweetType":1,"viewCount":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373287095169168,"gmtCreate":1732162374950,"gmtModify":1732167566616,"author":{"id":"3558751661169358","authorId":"3558751661169358","name":"周云飞","avatar":"https://static.tigerbbs.com/52c766bd8d980bd08b8ed8b3d5dd5969","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558751661169358","authorIdStr":"3558751661169358"},"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/373287095169168","repostId":"372846286917968","repostType":1,"repost":{"id":372846286917968,"gmtCreate":1732069564015,"gmtModify":1732069836159,"author":{"id":"3570515415388899","authorId":"3570515415388899","name":"侃见财经","avatar":"https://static.tigerbbs.com/58a85251003e9d3ca730ab71b7738ce8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570515415388899","authorIdStr":"3570515415388899"},"themes":[],"title":"手握220亿现金,赴港上市!顺丰控股,彻底爆了!","htmlText":"顺丰 <a href=\"https://laohu8.com/S/002352\">$顺丰控股(002352)$</a> 赴港上市,只差“临门一脚”。 11月19日,顺丰控股发布公告称,公司拟全球发售1.7亿股H股,发行的价格区间初步确定为32.30港元至36.30港元,预计于11月27日在香港联交所挂牌并开始上市交易。若没有意外,顺丰将成为首家“A+H”的上市快递公司。 曾几何时,顺丰王卫对上市非常抵触。他认为,“上市的好处无非是圈钱,获得发展企业所需的资金,顺丰也缺钱,但是顺丰不能为了钱而上市。” 然而,13年过去,顺丰对于上市的态度发生了巨大的变化。 实际上,顺丰的此次赴港二次上市并没有太大的“紧迫性”。从业绩来看,今年前三季度顺丰的营收和净利润增速分别为9.44%和21.59%,经营较为稳定;从现金流来看,截至三季度,顺丰手握的现金超过了220亿。 “烧”出来的竞争优势 从目前来看,顺丰赴港二次上市的主要目的仍是融资,因为其核心竞争力是通过“烧钱”来打造的。 快递公司的竞争力,重点在于规模和时效性,规模决定了成本,时效性决定了服务品质,即用户体验。由于缺少电商快递业务的支撑,顺丰在规模上并不具备优势,因此其将大部分的精力都放在了提高时效性,即提高用户体验上。 不过,对于一家快递公司而言,想要提高用户的体验并不容易,这需要一套完整且高效的配送服务体系作为支撑。而构筑一套完整且高效的配送服务体系背后,除了要建仓储,要建分拣中心,还要买飞机、买车,还要招飞行员,配送员等等,这些都意味着庞大的资本支出。 除了上市融资之外,上市后顺丰曾两度公开募资——2019年顺丰曾发行58亿元的可转债,主要用于飞机购置及航材购置维修、智慧物流信息系统建设等项目。2021年,顺丰又通过定增募资200亿元,投向设备升级、机场建设、航材购置维修等方向。 据顺丰披露的《关于2023年度募集资金存放与","listText":"顺丰 <a href=\"https://laohu8.com/S/002352\">$顺丰控股(002352)$</a> 赴港上市,只差“临门一脚”。 11月19日,顺丰控股发布公告称,公司拟全球发售1.7亿股H股,发行的价格区间初步确定为32.30港元至36.30港元,预计于11月27日在香港联交所挂牌并开始上市交易。若没有意外,顺丰将成为首家“A+H”的上市快递公司。 曾几何时,顺丰王卫对上市非常抵触。他认为,“上市的好处无非是圈钱,获得发展企业所需的资金,顺丰也缺钱,但是顺丰不能为了钱而上市。” 然而,13年过去,顺丰对于上市的态度发生了巨大的变化。 实际上,顺丰的此次赴港二次上市并没有太大的“紧迫性”。从业绩来看,今年前三季度顺丰的营收和净利润增速分别为9.44%和21.59%,经营较为稳定;从现金流来看,截至三季度,顺丰手握的现金超过了220亿。 “烧”出来的竞争优势 从目前来看,顺丰赴港二次上市的主要目的仍是融资,因为其核心竞争力是通过“烧钱”来打造的。 快递公司的竞争力,重点在于规模和时效性,规模决定了成本,时效性决定了服务品质,即用户体验。由于缺少电商快递业务的支撑,顺丰在规模上并不具备优势,因此其将大部分的精力都放在了提高时效性,即提高用户体验上。 不过,对于一家快递公司而言,想要提高用户的体验并不容易,这需要一套完整且高效的配送服务体系作为支撑。而构筑一套完整且高效的配送服务体系背后,除了要建仓储,要建分拣中心,还要买飞机、买车,还要招飞行员,配送员等等,这些都意味着庞大的资本支出。 除了上市融资之外,上市后顺丰曾两度公开募资——2019年顺丰曾发行58亿元的可转债,主要用于飞机购置及航材购置维修、智慧物流信息系统建设等项目。2021年,顺丰又通过定增募资200亿元,投向设备升级、机场建设、航材购置维修等方向。 据顺丰披露的《关于2023年度募集资金存放与","text":"顺丰 $顺丰控股(002352)$ 赴港上市,只差“临门一脚”。 11月19日,顺丰控股发布公告称,公司拟全球发售1.7亿股H股,发行的价格区间初步确定为32.30港元至36.30港元,预计于11月27日在香港联交所挂牌并开始上市交易。若没有意外,顺丰将成为首家“A+H”的上市快递公司。 曾几何时,顺丰王卫对上市非常抵触。他认为,“上市的好处无非是圈钱,获得发展企业所需的资金,顺丰也缺钱,但是顺丰不能为了钱而上市。” 然而,13年过去,顺丰对于上市的态度发生了巨大的变化。 实际上,顺丰的此次赴港二次上市并没有太大的“紧迫性”。从业绩来看,今年前三季度顺丰的营收和净利润增速分别为9.44%和21.59%,经营较为稳定;从现金流来看,截至三季度,顺丰手握的现金超过了220亿。 “烧”出来的竞争优势 从目前来看,顺丰赴港二次上市的主要目的仍是融资,因为其核心竞争力是通过“烧钱”来打造的。 快递公司的竞争力,重点在于规模和时效性,规模决定了成本,时效性决定了服务品质,即用户体验。由于缺少电商快递业务的支撑,顺丰在规模上并不具备优势,因此其将大部分的精力都放在了提高时效性,即提高用户体验上。 不过,对于一家快递公司而言,想要提高用户的体验并不容易,这需要一套完整且高效的配送服务体系作为支撑。而构筑一套完整且高效的配送服务体系背后,除了要建仓储,要建分拣中心,还要买飞机、买车,还要招飞行员,配送员等等,这些都意味着庞大的资本支出。 除了上市融资之外,上市后顺丰曾两度公开募资——2019年顺丰曾发行58亿元的可转债,主要用于飞机购置及航材购置维修、智慧物流信息系统建设等项目。2021年,顺丰又通过定增募资200亿元,投向设备升级、机场建设、航材购置维修等方向。 据顺丰披露的《关于2023年度募集资金存放与","images":[{"img":"https://static.tigerbbs.com/790d4a4c9193bee69be29afb6c7bd600","width":"1262","height":"830"},{"img":"https://static.tigerbbs.com/945f3f3300317a33e19d59c3adc95534","width":"1218","height":"786"},{"img":"https://static.tigerbbs.com/9906fd434b257d4874f78cc3bdbafdde","width":"1254","height":"828"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372846286917968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}