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mark2020
2021-07-28
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2021-07-28
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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌4.4%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌3%，<a href=\"https://laohu8.com/S/TSM\">台积电</a>跌超2%，<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌近2%，苹果、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌超1%。</p>\n<p><img src=\"https://static.tigerbbs.com/051840d5ecf82c61de519f9c615b58b7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/367fa068a00cbca94908e862748783f0","relate_stocks":{".DJI":"道琼斯","QNETCN":"纳斯达克中美互联网老虎指数","PSQ":"纳指反向ETF","TTTN":"老虎中美互联网巨头ETF",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF","03086":"华夏纳指","QQQ":"纳指100ETF","QLD":"纳指两倍做多ETF",".SPX":"S&P 500 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","text":"鼓掌[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803168924","repostId":"1121088324","repostType":4,"repost":{"id":"1121088324","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":1627396699,"share":"https://www.laohu8.com/m/news/1121088324?lang=&edition=full","pubTime":"2021-07-27 22:38","market":"hk","language":"zh","title":"人民日报：切实维护外卖小哥的正当权益","url":"https://stock-news.laohu8.com/highlight/detail?id=1121088324","media":"老虎资讯综合","summary":"据人民日报，近些年，外卖送餐作为一种新就业形态，在便利百姓生活、吸纳就业等方面发挥着重要作用。但其高度平台化、流动性强、劳动关系不明晰等特点，也带来了用工不规范、劳动者权益保护难等问题。相关部门瞄准行","content":"<p>据人民日报，近些年，外卖送餐作为一种新就业形态，在便利百姓生活、吸纳就业等方面发挥着重要作用。但其高度平台化、流动性强、劳动关系不明晰等特点，也带来了用工不规范、劳动者权益保护难等问题。相关部门瞄准行业痛点，建章立制，对保护外卖送餐员的劳动权益，推动行业有序发展至关重要。平台越是壮大，越要规范发展。也只有走在规范的轨道上，企业才能走得更稳、更远。</p>\n<p><img src=\"https://static.tigerbbs.com/c486d5a90738a3939eab19502fa7ca19\" tg-width=\"550\" tg-height=\"978\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>人民日报：切实维护外卖小哥的正当权益</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n人民日报：切实维护外卖小哥的正当权益\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\">2021-07-27 22:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据人民日报，近些年，外卖送餐作为一种新就业形态，在便利百姓生活、吸纳就业等方面发挥着重要作用。但其高度平台化、流动性强、劳动关系不明晰等特点，也带来了用工不规范、劳动者权益保护难等问题。相关部门瞄准行业痛点，建章立制，对保护外卖送餐员的劳动权益，推动行业有序发展至关重要。平台越是壮大，越要规范发展。也只有走在规范的轨道上，企业才能走得更稳、更远。</p>\n<p><img src=\"https://static.tigerbbs.com/c486d5a90738a3939eab19502fa7ca19\" tg-width=\"550\" tg-height=\"978\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450","relate_stocks":{"03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121088324","content_text":"据人民日报，近些年，外卖送餐作为一种新就业形态，在便利百姓生活、吸纳就业等方面发挥着重要作用。但其高度平台化、流动性强、劳动关系不明晰等特点，也带来了用工不规范、劳动者权益保护难等问题。相关部门瞄准行业痛点，建章立制，对保护外卖送餐员的劳动权益，推动行业有序发展至关重要。平台越是壮大，越要规范发展。也只有走在规范的轨道上，企业才能走得更稳、更远。","news_type":1},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173451378,"gmtCreate":1626682244994,"gmtModify":1633924971605,"author":{"id":"3561438036549838","authorId":"3561438036549838","name":"mark2020","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[强] [强] [强] ","listText":"[强] [强] [强] ","text":"[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173451378","repostId":"1130874381","repostType":4,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173453508,"gmtCreate":1626682199904,"gmtModify":1633924972067,"author":{"id":"3561438036549838","authorId":"3561438036549838","name":"mark2020","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] [微笑] ","listText":"[微笑] [微笑] ","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173453508","repostId":"1119809832","repostType":4,"repost":{"id":"1119809832","weMediaInfo":{"introduction":"数据宝——中国股市大数据新媒体领先品牌，让您用手机也能从海量数据中获得有用的决策信息支持，数据是个宝，炒股不烦恼！","home_visible":1,"media_name":"数据宝","id":"41","head_image":"https://static.tigerbbs.com/462b2cc98f70412d82b85c0c4f356ccc"},"pubTimestamp":1626672087,"share":"https://www.laohu8.com/m/news/1119809832?lang=&edition=full","pubTime":"2021-07-19 13:21","market":"sh","language":"zh","title":"行情两极分化严重，早盘主力资金抢筹这些股","url":"https://stock-news.laohu8.com/highlight/detail?id=1119809832","media":"数据宝","summary":"盐津铺子连续3个跌停。\n今日早盘，指数走势分化，沪指一度逼近3500点，上证50指数再创调整新低，题材方面，保健品、MicroLED、稀土、中药和通信等板块领涨；锂电、林业、食品加工、养猪、橡胶等板块","content":"<p><a href=\"https://laohu8.com/S/002847\">盐津铺子</a>连续3个跌停。</p>\n<p>今日早盘，指数走势分化，沪指一度逼近3500点，上证50指数再创调整新低，题材方面，<b>保健品、MicroLED、稀土、中药</b>和<b>通信</b>等板块领涨；<b>锂电、林业、食品加工、养猪、橡胶</b>等板块领跌。</p>\n<p><b>盐津铺子连续3个跌停</b></p>\n<p>盐津铺子连续3日跌停，主要原因来看是业绩下滑。公司此前一直高歌猛进，过去两年公司业绩一直保持着80%左右的增幅，被部分券商机构称为散装称重渠道的休闲零食龙头。最新业绩公告显示，<b>公司预计上半年净利润同比下降57.68%-65.38%</b>，根据半年度业绩测算，<b>公司在第二季度预计亏损3000万左右，系自2015年以来财务数据的首次亏损。</b></p>\n<p>公司公布的业绩同比下降原因主要有，2020年上半年疫情期间，销售收入基数较高，公司低估社区团购等新零售渠道对传统商超渠道影响，今年上半年公司市场费用投入过多（有冗余），以及3月以来部分原材料采购成本上升等。</p>\n<p><img src=\"https://static.tigerbbs.com/04a366e18217f605989adfe3509f1bbd\" tg-width=\"1055\" tg-height=\"807\" referrerpolicy=\"no-referrer\"></p>\n<p>盐津铺子此前受益于业绩连续高增长，去年股价一度增长352%，市值最高超200亿。此次业绩不及预期，股价也出现大幅下跌，公司最新价为69.73元，距去年10月创下的160.4元（前复权价）已下跌56.5%，公司市值已不足百亿，<b>不到半年时间蒸发110亿元，而一季度末公司股东户数为9026户，意味着户均市值蒸发120万元。</b></p>\n<p><img src=\"https://static.tigerbbs.com/8f096b1e50f1dd18def73c949826029e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>食品加工板块大跌</b></p>\n<p>盐津铺子股价大跌，引发连锁反应。今日食品加工板块多股大跌，如<b><a href=\"https://laohu8.com/S/603317\">天味食品</a>、<a href=\"https://laohu8.com/S/603719\">良品铺子</a>、<a href=\"https://laohu8.com/S/300892\">品渥食品</a></b>跌幅均超6%，千亿市值的<b><a href=\"https://laohu8.com/S/603288\">海天味业</a>、<a href=\"https://laohu8.com/S/600887\">伊利股份</a></b>和<b><a href=\"https://laohu8.com/S/000895\">双汇发展</a></b>分别下跌2.5%、1.8%和4.8%。</p>\n<p>受去年疫情影响，食品加工板块去年需求迎来爆发，无论是酱油、牛奶还是零食，股价翻倍股比比皆是，被称为“牛股集中营”，如食品加工板块中<b>良品铺子、盐津铺子、天味食品、海天味业</b>等11只成分股2020年股价均实现翻倍。</p>\n<p>不过，食品加工指数在年初创下历史最高纪录后，最新价距年初高点已回调近30%，成分股<b>天味食品、<a href=\"https://laohu8.com/S/600872\">中炬高新</a>、<a href=\"https://laohu8.com/S/603536\">惠发食品</a>、良品铺子、<a href=\"https://laohu8.com/S/002702\">海欣食品</a></b>和<b><a href=\"https://laohu8.com/S/002661\">克明食品</a></b>等12家公司年内股价跌幅超30%。</p>\n<p>食品加工板块中近三分之一成分股公布 上半年业绩预告。7月15日，<b>克明食品</b>发布半年度业绩预告，预计比上年同期下降74.39%-82.93%，公司股价随即跌停；<b>海欣食品</b>和<b><a href=\"https://laohu8.com/S/002582\">好想你</a></b>均预告业绩下滑公告。</p>\n<p>食品加工板块业绩出现下滑，与去年的高基数有关外，与社区团购带来的低价营销也有极大关系。社区团购围绕社区主打低价策略，低价品牌营销替代了高价品牌的销量，各品牌间主要利用价格战，实行低价优惠，压低利润，市场被大量低价品牌侵占。</p>\n<p><img src=\"https://static.tigerbbs.com/4fd9be72dd31454a85152ceaf5f756be\" tg-width=\"496\" tg-height=\"855\" referrerpolicy=\"no-referrer\"></p>\n<p><b>主力资金抢筹这些股</b></p>\n<p>今日早盘，指数走势分化，沪指一度逼近3500点，上证50指数再创调整新低，题材方面，保健品、MicroLED、稀土、中药和通信等板块领涨；锂电、林业、食品加工、养猪、橡胶等板块领跌。</p>\n<p>个股来看，共有49只个股主力资金净流入超亿元，<b><a href=\"https://laohu8.com/S/000762\">西藏矿业</a></b>主力资金净流入9.21亿元，净流入资金居首；<b><a href=\"https://laohu8.com/S/000063\">中兴通讯</a>、<a href=\"https://laohu8.com/S/600259\">广晟有色</a></b>紧随其后，净流入资金分别为9.2亿元、7.93亿元；早盘净流入资金较多的还有<b><a href=\"https://laohu8.com/S/600436\">片仔癀</a>、<a href=\"https://laohu8.com/S/000661\">长春高新</a></b>等。</p>\n<p>股价表现方面，净流入资金超亿元个股今日平均上涨6%，表现强于大盘，涨停的有西<b>藏矿业、广晟有色、<a href=\"https://laohu8.com/S/002453\">华软科技</a>、<a href=\"https://laohu8.com/S/300590\">移为通信</a>、<a href=\"https://laohu8.com/S/601606\">长城军工</a></b>和<b><a href=\"https://laohu8.com/S/603098\">森特股份</a></b>等，仅<a href=\"https://laohu8.com/S/300073\">当升科技</a>股价出现下跌。</p>\n<p>目前A股结构性行情特征明显，高景气行业与业绩承压板块股价走势呈现两极分化态势。截至7月15日中午，2021年A股中报业绩快报与预告披露率近40%。分板块看，上游工业品盈利表现最好，带动整个工业板块股价走高，<b>计算机、电子</b>等板块上半年盈利维持高增速；具体到题材表现上，如<b>新能源汽车、钢铁，化工、有色金属、酒、光伏、煤炭、半导体</b>等；<b>消费、医药</b>第二季度盈利增速有所放缓。</p>\n<p><img src=\"https://static.tigerbbs.com/e26c7e639e7b23b22beca8f33840300d\" tg-width=\"529\" tg-height=\"736\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>行情两极分化严重，早盘主力资金抢筹这些股</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n行情两极分化严重，早盘主力资金抢筹这些股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/41\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/462b2cc98f70412d82b85c0c4f356ccc);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">数据宝 </p>\n<p class=\"h-time\">2021-07-19 13:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/002847\">盐津铺子</a>连续3个跌停。</p>\n<p>今日早盘，指数走势分化，沪指一度逼近3500点，上证50指数再创调整新低，题材方面，<b>保健品、MicroLED、稀土、中药</b>和<b>通信</b>等板块领涨；<b>锂电、林业、食品加工、养猪、橡胶</b>等板块领跌。</p>\n<p><b>盐津铺子连续3个跌停</b></p>\n<p>盐津铺子连续3日跌停，主要原因来看是业绩下滑。公司此前一直高歌猛进，过去两年公司业绩一直保持着80%左右的增幅，被部分券商机构称为散装称重渠道的休闲零食龙头。最新业绩公告显示，<b>公司预计上半年净利润同比下降57.68%-65.38%</b>，根据半年度业绩测算，<b>公司在第二季度预计亏损3000万左右，系自2015年以来财务数据的首次亏损。</b></p>\n<p>公司公布的业绩同比下降原因主要有，2020年上半年疫情期间，销售收入基数较高，公司低估社区团购等新零售渠道对传统商超渠道影响，今年上半年公司市场费用投入过多（有冗余），以及3月以来部分原材料采购成本上升等。</p>\n<p><img src=\"https://static.tigerbbs.com/04a366e18217f605989adfe3509f1bbd\" tg-width=\"1055\" tg-height=\"807\" referrerpolicy=\"no-referrer\"></p>\n<p>盐津铺子此前受益于业绩连续高增长，去年股价一度增长352%，市值最高超200亿。此次业绩不及预期，股价也出现大幅下跌，公司最新价为69.73元，距去年10月创下的160.4元（前复权价）已下跌56.5%，公司市值已不足百亿，<b>不到半年时间蒸发110亿元，而一季度末公司股东户数为9026户，意味着户均市值蒸发120万元。</b></p>\n<p><img src=\"https://static.tigerbbs.com/8f096b1e50f1dd18def73c949826029e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>食品加工板块大跌</b></p>\n<p>盐津铺子股价大跌，引发连锁反应。今日食品加工板块多股大跌，如<b><a href=\"https://laohu8.com/S/603317\">天味食品</a>、<a href=\"https://laohu8.com/S/603719\">良品铺子</a>、<a href=\"https://laohu8.com/S/300892\">品渥食品</a></b>跌幅均超6%，千亿市值的<b><a href=\"https://laohu8.com/S/603288\">海天味业</a>、<a href=\"https://laohu8.com/S/600887\">伊利股份</a></b>和<b><a href=\"https://laohu8.com/S/000895\">双汇发展</a></b>分别下跌2.5%、1.8%和4.8%。</p>\n<p>受去年疫情影响，食品加工板块去年需求迎来爆发，无论是酱油、牛奶还是零食，股价翻倍股比比皆是，被称为“牛股集中营”，如食品加工板块中<b>良品铺子、盐津铺子、天味食品、海天味业</b>等11只成分股2020年股价均实现翻倍。</p>\n<p>不过，食品加工指数在年初创下历史最高纪录后，最新价距年初高点已回调近30%，成分股<b>天味食品、<a href=\"https://laohu8.com/S/600872\">中炬高新</a>、<a href=\"https://laohu8.com/S/603536\">惠发食品</a>、良品铺子、<a href=\"https://laohu8.com/S/002702\">海欣食品</a></b>和<b><a href=\"https://laohu8.com/S/002661\">克明食品</a></b>等12家公司年内股价跌幅超30%。</p>\n<p>食品加工板块中近三分之一成分股公布 上半年业绩预告。7月15日，<b>克明食品</b>发布半年度业绩预告，预计比上年同期下降74.39%-82.93%，公司股价随即跌停；<b>海欣食品</b>和<b><a href=\"https://laohu8.com/S/002582\">好想你</a></b>均预告业绩下滑公告。</p>\n<p>食品加工板块业绩出现下滑，与去年的高基数有关外，与社区团购带来的低价营销也有极大关系。社区团购围绕社区主打低价策略，低价品牌营销替代了高价品牌的销量，各品牌间主要利用价格战，实行低价优惠，压低利润，市场被大量低价品牌侵占。</p>\n<p><img src=\"https://static.tigerbbs.com/4fd9be72dd31454a85152ceaf5f756be\" tg-width=\"496\" tg-height=\"855\" referrerpolicy=\"no-referrer\"></p>\n<p><b>主力资金抢筹这些股</b></p>\n<p>今日早盘，指数走势分化，沪指一度逼近3500点，上证50指数再创调整新低，题材方面，保健品、MicroLED、稀土、中药和通信等板块领涨；锂电、林业、食品加工、养猪、橡胶等板块领跌。</p>\n<p>个股来看，共有49只个股主力资金净流入超亿元，<b><a href=\"https://laohu8.com/S/000762\">西藏矿业</a></b>主力资金净流入9.21亿元，净流入资金居首；<b><a href=\"https://laohu8.com/S/000063\">中兴通讯</a>、<a href=\"https://laohu8.com/S/600259\">广晟有色</a></b>紧随其后，净流入资金分别为9.2亿元、7.93亿元；早盘净流入资金较多的还有<b><a href=\"https://laohu8.com/S/600436\">片仔癀</a>、<a href=\"https://laohu8.com/S/000661\">长春高新</a></b>等。</p>\n<p>股价表现方面，净流入资金超亿元个股今日平均上涨6%，表现强于大盘，涨停的有西<b>藏矿业、广晟有色、<a href=\"https://laohu8.com/S/002453\">华软科技</a>、<a href=\"https://laohu8.com/S/300590\">移为通信</a>、<a href=\"https://laohu8.com/S/601606\">长城军工</a></b>和<b><a href=\"https://laohu8.com/S/603098\">森特股份</a></b>等，仅<a href=\"https://laohu8.com/S/300073\">当升科技</a>股价出现下跌。</p>\n<p>目前A股结构性行情特征明显，高景气行业与业绩承压板块股价走势呈现两极分化态势。截至7月15日中午，2021年A股中报业绩快报与预告披露率近40%。分板块看，上游工业品盈利表现最好，带动整个工业板块股价走高，<b>计算机、电子</b>等板块上半年盈利维持高增速；具体到题材表现上，如<b>新能源汽车、钢铁，化工、有色金属、酒、光伏、煤炭、半导体</b>等；<b>消费、医药</b>第二季度盈利增速有所放缓。</p>\n<p><img src=\"https://static.tigerbbs.com/e26c7e639e7b23b22beca8f33840300d\" tg-width=\"529\" tg-height=\"736\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119809832","content_text":"盐津铺子连续3个跌停。\n今日早盘，指数走势分化，沪指一度逼近3500点，上证50指数再创调整新低，题材方面，保健品、MicroLED、稀土、中药和通信等板块领涨；锂电、林业、食品加工、养猪、橡胶等板块领跌。\n盐津铺子连续3个跌停\n盐津铺子连续3日跌停，主要原因来看是业绩下滑。公司此前一直高歌猛进，过去两年公司业绩一直保持着80%左右的增幅，被部分券商机构称为散装称重渠道的休闲零食龙头。最新业绩公告显示，公司预计上半年净利润同比下降57.68%-65.38%，根据半年度业绩测算，公司在第二季度预计亏损3000万左右，系自2015年以来财务数据的首次亏损。\n公司公布的业绩同比下降原因主要有，2020年上半年疫情期间，销售收入基数较高，公司低估社区团购等新零售渠道对传统商超渠道影响，今年上半年公司市场费用投入过多（有冗余），以及3月以来部分原材料采购成本上升等。\n\n盐津铺子此前受益于业绩连续高增长，去年股价一度增长352%，市值最高超200亿。此次业绩不及预期，股价也出现大幅下跌，公司最新价为69.73元，距去年10月创下的160.4元（前复权价）已下跌56.5%，公司市值已不足百亿，不到半年时间蒸发110亿元，而一季度末公司股东户数为9026户，意味着户均市值蒸发120万元。\n\n食品加工板块大跌\n盐津铺子股价大跌，引发连锁反应。今日食品加工板块多股大跌，如天味食品、良品铺子、品渥食品跌幅均超6%，千亿市值的海天味业、伊利股份和双汇发展分别下跌2.5%、1.8%和4.8%。\n受去年疫情影响，食品加工板块去年需求迎来爆发，无论是酱油、牛奶还是零食，股价翻倍股比比皆是，被称为“牛股集中营”，如食品加工板块中良品铺子、盐津铺子、天味食品、海天味业等11只成分股2020年股价均实现翻倍。\n不过，食品加工指数在年初创下历史最高纪录后，最新价距年初高点已回调近30%，成分股天味食品、中炬高新、惠发食品、良品铺子、海欣食品和克明食品等12家公司年内股价跌幅超30%。\n食品加工板块中近三分之一成分股公布 上半年业绩预告。7月15日，克明食品发布半年度业绩预告，预计比上年同期下降74.39%-82.93%，公司股价随即跌停；海欣食品和好想你均预告业绩下滑公告。\n食品加工板块业绩出现下滑，与去年的高基数有关外，与社区团购带来的低价营销也有极大关系。社区团购围绕社区主打低价策略，低价品牌营销替代了高价品牌的销量，各品牌间主要利用价格战，实行低价优惠，压低利润，市场被大量低价品牌侵占。\n\n主力资金抢筹这些股\n今日早盘，指数走势分化，沪指一度逼近3500点，上证50指数再创调整新低，题材方面，保健品、MicroLED、稀土、中药和通信等板块领涨；锂电、林业、食品加工、养猪、橡胶等板块领跌。\n个股来看，共有49只个股主力资金净流入超亿元，西藏矿业主力资金净流入9.21亿元，净流入资金居首；中兴通讯、广晟有色紧随其后，净流入资金分别为9.2亿元、7.93亿元；早盘净流入资金较多的还有片仔癀、长春高新等。\n股价表现方面，净流入资金超亿元个股今日平均上涨6%，表现强于大盘，涨停的有西藏矿业、广晟有色、华软科技、移为通信、长城军工和森特股份等，仅当升科技股价出现下跌。\n目前A股结构性行情特征明显，高景气行业与业绩承压板块股价走势呈现两极分化态势。截至7月15日中午，2021年A股中报业绩快报与预告披露率近40%。分板块看，上游工业品盈利表现最好，带动整个工业板块股价走高，计算机、电子等板块上半年盈利维持高增速；具体到题材表现上，如新能源汽车、钢铁，化工、有色金属、酒、光伏、煤炭、半导体等；消费、医药第二季度盈利增速有所放缓。","news_type":1},"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
