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慧商
诚信,坚韧,没有最好只有更好。
IP属地:北京
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慧商
2021-04-06
$库客音乐(KUKE)$
打新的成了炒股了[流泪] 快三个月了,补仓两次了,却依然没能解套。看样子业绩还是好不起来啊
慧商
2021-04-08
$容联云(RAAS)$
看好此saas(软件即服务),且其股票代码与saas仅差一个字母[微笑] ,跌得差不多了,算作企稳了,果断建仓。
慧商
2021-03-26
CFO对于上市有这么重要吗?个人觉得只要是自身盈利能力强,现金流好,远比选个CFO强劲
消息称小红书聘请CFO,考虑在美进行IPO
慧商
2021-03-27
$知乎(ZH)$
为何竞价这么长时间,3个多小时了还不能交易,感觉又要破发了[捂脸]
慧商
2021-03-27
$知乎(ZH)$
连续破发[流泪] 还要打新吗?怀疑人生了
慧商
2021-04-06
$容联云(RAAS)$
SaaS产品,美股代码差一个字母[微笑]
慧商
2021-04-01
$比迪法巴一十购C.C(24806)$
受益于拜登2万亿计划,新能源等绿色环保类等反应真迅速啊
慧商
2021-03-27
$RLX科技(RLX)$
雾芯科技暴跌腰斩时入手还是有点早[流泪] 应该再等等的[捂脸]
慧商
2021-01-26
$Facebook(FB)$
第一拥有它,短线择时挺有用的
慧商
2020-11-11
疫苗面世,欧美股票大涨,下步旅游、消费股也会大涨
慧商
2021-04-06
$美国达乐公司(DG)$
入手3个月,补仓一次,做T一次,总算解套了。20日分红,业绩不错
慧商
2021-03-26
小米业绩已经不错了,在竞争对手如云的情况下取得了好成绩
抱歉,原内容已删除
慧商
2021-04-09
$容联云(RAAS)$
昨天刚说看好你,今天就给我样子[捂脸]
慧商
2021-04-06
$RLX科技(RLX)$
电子烟的赛道很好,腰斩的价格,横盘了一段时间,企稳了,建议入手。
慧商
2021-04-01
旗下两大超级平台抖音,今日头条
抱歉,原内容已删除
慧商
2021-03-26
正好给民族品牌,中国制造助力了
风口浪尖上的耐克,屋漏偏逢连夜雨?
慧商
2021-03-26
$美国达乐公司(DG)$
为何入手后就没盈利过?全美超市受疫情影响这么大?美国人不是不怕新冠吗
慧商
2020-11-14
持续关注
新股前瞻|代建行业IPO“迎新”,中原建业携高净利率赴港
慧商
2020-11-13
大健康领域吗?
《新股消息》传京东健康通过上市聆讯
慧商
2021-04-23
$美国达乐公司(DG)$
艰难上行一段时间了,连续两天下跌,现跌破5日均线,看样子又要回撤了,我先撤了,到处转转再回来看你吧[微笑]
去老虎APP查看更多动态
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00:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>中国科技企业走向公开市场的名单越来越长。最新为首次公开发行(ipo)打下基础的是类似Instagram的社交电子商务平台小红书。据知情人士透露,该公司最近聘请了一名首席财务官,并考虑最早于今年在美国上市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac77203c1b9a3d0f3169b11b3a953a61","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100861784","content_text":"中国科技企业走向公开市场的名单越来越长。最新为首次公开发行(ipo)打下基础的是类似Instagram的社交电子商务平台小红书。据知情人士透露,该公司最近聘请了一名首席财务官,并考虑最早于今年在美国上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358212047,"gmtCreate":1616695324889,"gmtModify":1616695324889,"author":{"id":"3564759772718189","authorId":"3564759772718189","name":"慧商","avatar":"https://static.tigerbbs.com/d0b6a0c7baa098fe4c8c1b2a9cfd54d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564759772718189","authorIdStr":"3564759772718189"},"themes":[],"htmlText":"小米业绩已经不错了,在竞争对手如云的情况下取得了好成绩","listText":"小米业绩已经不错了,在竞争对手如云的情况下取得了好成绩","text":"小米业绩已经不错了,在竞争对手如云的情况下取得了好成绩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358212047","repostId":"2121661124","repostType":4,"isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358211681,"gmtCreate":1616694691343,"gmtModify":1616694691343,"author":{"id":"3564759772718189","authorId":"3564759772718189","name":"慧商","avatar":"https://static.tigerbbs.com/d0b6a0c7baa098fe4c8c1b2a9cfd54d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564759772718189","authorIdStr":"3564759772718189"},"themes":[],"htmlText":"正好给民族品牌,中国制造助力了","listText":"正好给民族品牌,中国制造助力了","text":"正好给民族品牌,中国制造助力了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358211681","repostId":"1127735698","repostType":4,"repost":{"id":"1127735698","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信,提供全球各国海量金融资讯和实时行情数据,包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1616666387,"share":"https://www.laohu8.com/m/news/1127735698?lang=&edition=full","pubTime":"2021-03-25 17:59","market":"us","language":"zh","title":"风口浪尖上的耐克,屋漏偏逢连夜雨?","url":"https://stock-news.laohu8.com/highlight/detail?id=1127735698","media":"英为财情Investing","summary":"耐克此时在重要的中国市场陷入品牌危机,无异于雪上加霜。","content":"<p>周四,<a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>在德国法兰克福交易所下跌4.6%,<a href=\"https://laohu8.com/S/NKE\">耐克</a>美股盘前跌幅扩大至3%。这两家知名运动品牌都陷入了棉花风波。</p><p><img src=\"https://static.tigerbbs.com/20c2037d4fe03b3cf365afd9d7c8f8ff\" tg-width=\"800\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p>耐克周三登上了热搜,因为被曝抵制新疆棉花而遭遇网友的口诛笔伐。对于耐克的投资者来说,耐克此时在重要的中国市场陷入品牌危机,无异于雪上加霜。</p><p>耐克(NYSE:NKE)上周刚刚发布了最新的季度财报。财报显示,在截至2月28日的第三财季,耐克的净利润同比增长了71.2%至14.5亿美元,即每股收益90美分,好于预期的每股收益76美分;不过,销售额仅增长不到3%,至103.6亿美元,远远逊于预期的110亿美元。</p><p>在2020年,耐克的销售额曾因疫情期间门店关闭而连续两个季度录得同比下滑。但之后在第二财季,因为“黑五”购物季,其收入增长录得反弹,达到创纪录的112亿美元。</p><p><b>耐克三财季的增长放缓,主要是因为受到供应链问题的困扰。</b>这在北美市场最为明显,因为受到疫情影响,北美西海岸港口实施的劳工限制导致了将货物送入分销网络的时间出现延迟,同时还引发了成本压力。包括诺德斯特龙、Peloton等零售商都受到了影响,许多公司表示,预计这些问题将持续到下半年。</p><p>“在货币中立的基础上,北美收入下降了11%,这主要是由于全球集装箱短缺和美国港口拥堵的影响,导致三财季库存流动延迟了三周以上,影响了批发出货的时间。”耐克称。</p><p><img src=\"https://static.tigerbbs.com/a5cf40bdfea734801cbaa13605e16fd3\" tg-width=\"1010\" tg-height=\"646\" referrerpolicy=\"no-referrer\">耐克全球前三大市场增长情况</p><p><b>在EMEA(欧洲、中东、非洲),耐克该季度的收入也令人失望,这一定程度上要归因于疫情阴影迟迟未散,当地的许多商店仍然处于关闭的状态。</b></p><p>由此看来,耐克在全球市场的复苏并不平衡,仅有中国市场销售势头反弹强劲。截至2月底,耐克大中华区销售额增长了51%至22.8亿美元,超过了预期。大中华区也因此取代了EMEA,成为该季度耐克的第二大市场。</p><p><b>当然,耐克预计当前季度的收入将弥补上季度供应链中断而造成的损失。</b>公司管理层预计,四财季销售额将比去年同期的63亿美元增长约75%,至110亿美元。</p><p><b>但关键在于,耐克过高的估值已经引发了市场的担忧。</b></p><p>过去一年,耐克的股价上涨了84.1%,其股价现在是未来12个月预期盈利的36.2倍,仍然远高于五年均值29倍。高估值之下,业绩仅仅是达到市场预期并不足以维持投资者的热情。在三季度财报公布前几天内,许多分析师都上调了财报预期,但结果却意外疲软。</p><p><b>尤其是,在这个关键节点,耐克在贡献22%总收入、增长最为迅速的大中华市场遭遇了危机,至少在短期内,这可能成为耐克股票的最大风险。</b></p><p>从去年3月份的低点强劲反弹之后,2021年迄今,耐克的涨势便丧失了动能,年内下跌了近6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/247ac7b19f631f6c4cc4f0e9188f2bb9\" tg-width=\"604\" tg-height=\"733\" referrerpolicy=\"no-referrer\"><span>耐克股价走势</span></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\" 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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风口浪尖上的耐克,屋漏偏逢连夜雨?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-03-25 17:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四,<a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>在德国法兰克福交易所下跌4.6%,<a href=\"https://laohu8.com/S/NKE\">耐克</a>美股盘前跌幅扩大至3%。这两家知名运动品牌都陷入了棉花风波。</p><p><img src=\"https://static.tigerbbs.com/20c2037d4fe03b3cf365afd9d7c8f8ff\" tg-width=\"800\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p>耐克周三登上了热搜,因为被曝抵制新疆棉花而遭遇网友的口诛笔伐。对于耐克的投资者来说,耐克此时在重要的中国市场陷入品牌危机,无异于雪上加霜。</p><p>耐克(NYSE:NKE)上周刚刚发布了最新的季度财报。财报显示,在截至2月28日的第三财季,耐克的净利润同比增长了71.2%至14.5亿美元,即每股收益90美分,好于预期的每股收益76美分;不过,销售额仅增长不到3%,至103.6亿美元,远远逊于预期的110亿美元。</p><p>在2020年,耐克的销售额曾因疫情期间门店关闭而连续两个季度录得同比下滑。但之后在第二财季,因为“黑五”购物季,其收入增长录得反弹,达到创纪录的112亿美元。</p><p><b>耐克三财季的增长放缓,主要是因为受到供应链问题的困扰。</b>这在北美市场最为明显,因为受到疫情影响,北美西海岸港口实施的劳工限制导致了将货物送入分销网络的时间出现延迟,同时还引发了成本压力。包括诺德斯特龙、Peloton等零售商都受到了影响,许多公司表示,预计这些问题将持续到下半年。</p><p>“在货币中立的基础上,北美收入下降了11%,这主要是由于全球集装箱短缺和美国港口拥堵的影响,导致三财季库存流动延迟了三周以上,影响了批发出货的时间。”耐克称。</p><p><img src=\"https://static.tigerbbs.com/a5cf40bdfea734801cbaa13605e16fd3\" tg-width=\"1010\" tg-height=\"646\" referrerpolicy=\"no-referrer\">耐克全球前三大市场增长情况</p><p><b>在EMEA(欧洲、中东、非洲),耐克该季度的收入也令人失望,这一定程度上要归因于疫情阴影迟迟未散,当地的许多商店仍然处于关闭的状态。</b></p><p>由此看来,耐克在全球市场的复苏并不平衡,仅有中国市场销售势头反弹强劲。截至2月底,耐克大中华区销售额增长了51%至22.8亿美元,超过了预期。大中华区也因此取代了EMEA,成为该季度耐克的第二大市场。</p><p><b>当然,耐克预计当前季度的收入将弥补上季度供应链中断而造成的损失。</b>公司管理层预计,四财季销售额将比去年同期的63亿美元增长约75%,至110亿美元。</p><p><b>但关键在于,耐克过高的估值已经引发了市场的担忧。</b></p><p>过去一年,耐克的股价上涨了84.1%,其股价现在是未来12个月预期盈利的36.2倍,仍然远高于五年均值29倍。高估值之下,业绩仅仅是达到市场预期并不足以维持投资者的热情。在三季度财报公布前几天内,许多分析师都上调了财报预期,但结果却意外疲软。</p><p><b>尤其是,在这个关键节点,耐克在贡献22%总收入、增长最为迅速的大中华市场遭遇了危机,至少在短期内,这可能成为耐克股票的最大风险。</b></p><p>从去年3月份的低点强劲反弹之后,2021年迄今,耐克的涨势便丧失了动能,年内下跌了近6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/247ac7b19f631f6c4cc4f0e9188f2bb9\" tg-width=\"604\" tg-height=\"733\" referrerpolicy=\"no-referrer\"><span>耐克股价走势</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b1d5c7c9d853e94601159db38d7645e","relate_stocks":{"NKE":"耐克"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127735698","content_text":"周四,阿迪达斯在德国法兰克福交易所下跌4.6%,耐克美股盘前跌幅扩大至3%。这两家知名运动品牌都陷入了棉花风波。耐克周三登上了热搜,因为被曝抵制新疆棉花而遭遇网友的口诛笔伐。对于耐克的投资者来说,耐克此时在重要的中国市场陷入品牌危机,无异于雪上加霜。耐克(NYSE:NKE)上周刚刚发布了最新的季度财报。财报显示,在截至2月28日的第三财季,耐克的净利润同比增长了71.2%至14.5亿美元,即每股收益90美分,好于预期的每股收益76美分;不过,销售额仅增长不到3%,至103.6亿美元,远远逊于预期的110亿美元。在2020年,耐克的销售额曾因疫情期间门店关闭而连续两个季度录得同比下滑。但之后在第二财季,因为“黑五”购物季,其收入增长录得反弹,达到创纪录的112亿美元。耐克三财季的增长放缓,主要是因为受到供应链问题的困扰。这在北美市场最为明显,因为受到疫情影响,北美西海岸港口实施的劳工限制导致了将货物送入分销网络的时间出现延迟,同时还引发了成本压力。包括诺德斯特龙、Peloton等零售商都受到了影响,许多公司表示,预计这些问题将持续到下半年。“在货币中立的基础上,北美收入下降了11%,这主要是由于全球集装箱短缺和美国港口拥堵的影响,导致三财季库存流动延迟了三周以上,影响了批发出货的时间。”耐克称。耐克全球前三大市场增长情况在EMEA(欧洲、中东、非洲),耐克该季度的收入也令人失望,这一定程度上要归因于疫情阴影迟迟未散,当地的许多商店仍然处于关闭的状态。由此看来,耐克在全球市场的复苏并不平衡,仅有中国市场销售势头反弹强劲。截至2月底,耐克大中华区销售额增长了51%至22.8亿美元,超过了预期。大中华区也因此取代了EMEA,成为该季度耐克的第二大市场。当然,耐克预计当前季度的收入将弥补上季度供应链中断而造成的损失。公司管理层预计,四财季销售额将比去年同期的63亿美元增长约75%,至110亿美元。但关键在于,耐克过高的估值已经引发了市场的担忧。过去一年,耐克的股价上涨了84.1%,其股价现在是未来12个月预期盈利的36.2倍,仍然远高于五年均值29倍。高估值之下,业绩仅仅是达到市场预期并不足以维持投资者的热情。在三季度财报公布前几天内,许多分析师都上调了财报预期,但结果却意外疲软。尤其是,在这个关键节点,耐克在贡献22%总收入、增长最为迅速的大中华市场遭遇了危机,至少在短期内,这可能成为耐克股票的最大风险。从去年3月份的低点强劲反弹之后,2021年迄今,耐克的涨势便丧失了动能,年内下跌了近6%。耐克股价走势","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358213170,"gmtCreate":1616694197290,"gmtModify":1616694197290,"author":{"id":"3564759772718189","authorId":"3564759772718189","name":"慧商","avatar":"https://static.tigerbbs.com/d0b6a0c7baa098fe4c8c1b2a9cfd54d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564759772718189","authorIdStr":"3564759772718189"},"themes":[],"htmlText":"<a 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18:12","market":"hk","language":"zh","title":"新股前瞻|代建行业IPO“迎新”,中原建业携高净利率赴港","url":"https://stock-news.laohu8.com/highlight/detail?id=2082142664","media":"智通财经","summary":"以轻资产模式运营背靠着“建业”这块金字招牌,中原建业近年以来的规模扩张可谓是“无往不利”。在营收和利润持续增长的背后,中原建业的高速成长与中国城镇化的提速以及房地产市场对优质物业开发项目的需求增长密切相关。近年房地产市场的高速周转,使得中原建业的在管项目数量及在管面积分别由2017年的33个和630万平方米急速增加至2020上半年约182个和2403.2万平方米。从项目分布来看,中原建业目前依然是深耕于大本营河南省。","content":"<html><body><p>继<a href=\"https://laohu8.com/S/09979\">绿城管理控股</a>成功登陆港股市场之后,代建行业中不少企业赴港的步伐开始加快了许多,分拆代建业务也成为了地产公司扩充融资平台的又一新玩法。</p><p>11月10日,中原建业向港交所递表,该公司是<a href=\"https://laohu8.com/S/00832\">建业地产</a>旗下代建公司,其代表项目拥有人于整个物业开发过程管理房地产开发项目,并采用轻资产模式运营,从而无须承担土地取得及项目开发的费用。</p><p>以轻资产模式运营</p><p>背靠着“建业”这块金字招牌,中原建业近年以来的规模扩张可谓是“无往不利”。</p><p>智通财经APP了解到,中原建业收入由2017年的3.09亿元(人民币,单位下同)增加至2019年的10.29亿元,年复合增长率达到49.33%。不过,今年上半年受公共卫生事件影响,公司实现收入4.81亿元,较2019年同期约4.12亿元增长16.75%,远低于2019年全年52.1%的增速。因此,公司倘若想要在2020年保持着与前几年同步的增速,下半年所面临的业绩增长压力会相应有所上升。</p><p><img src=\"https://img.zhitongcaijing.com/image/20201112/1605176151812465.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1605176151812465.png\"/></p><p>净利润方面,公司由2017年的约1.42亿元增加至2019年的6.41亿元。2020上半年内,公司录得净利润3.02亿元,即便在一季度受到停工因素扰动的基础上,再次较2019年同期的2.56亿元增长18.90%,可见公司的在手项目相对比较充裕,且正随着地产行业的开工而持续复苏回暖。</p><p>尽管对于传统地产开发而言,代建业务的规模还是稍显“薄弱”,但中原建业在2017-2019年及2020上半年内,净利率分别达到45.9%、59.7%、62.3%及62.8%,由此公司能够在收入规模双扩张的同时,保持超高的净利润率,这等中上水平的盈利能力,在代建业内也并不多见。</p><p><img src=\"https://img.zhitongcaijing.com/image/20201112/1605176168720860.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1605176168720860.png\"/></p><p>在营收和利润持续增长的背后,中原建业的高速成长与中国城镇化的提速以及房地产市场对优质物业开发项目的需求增长密切相关。近年房地产市场的高速周转,使得中原建业的在管项目数量及在管面积分别由2017年的33个和630万平方米急速增加至2020上半年约182个和2403.2万平方米。</p><p><img src=\"https://img.zhitongcaijing.com/image/20201112/1605176178678771.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1605176178678771.png\"/></p><p>值得一提的是,2017-2019年以及2020前六个月,中原建业分别录得现金及现金等价物1.25亿元、0.85亿元、3.45亿元和3.83亿元,除2018年由于派发2017年年终奖致使流动资金总额有所减少外,公司现金流保持还是相对比较充裕。</p><p><img src=\"https://img.zhitongcaijing.com/image/20201112/1605176186409504.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1605176186409504.png\"/></p><p>不过仍需注意,根据项目拥有人与中原建业订立的房地产代建协议,中原建业的客户通常需要在预先协定的期间内就达致的项目进度分期向公司支付费用。而项目拥有人延误或未能付款可能会对公司现金流量状况及满足营运资金需要的能力造成负面影响。</p><p>智通财经APP观测到,2017-2019年内,公司的贸易应收款项及应收票据(扣除亏损拨备)分别为2290万元、1770万元、3440万元,而到了2020上半年,该项竟飙升至1.35亿元。公司客户虽有受卫生事件影响难以周转,但项目拥有人拖欠支付应收款项及进度款依然会导致公司其他业务的可用营运资金减少,或造成资金层面的错配。</p><p>立足河南,向外扩张</p><p>经历了30余年发展的“投资、开发、运营、物业一体化”房地产经营模式逐步向分工更为精细化的模式转变,以轻资产运营为核心的代建业务随之快速崛起。中原建业专注于河南本土,且起步较早,且在发展的过程中逐渐拓展客户群体,来自建业地产的比重并不大,因此也不存在客户集中度高和高度依赖母企的问题。</p><p>智通财经APP了解到,中原建业的客户均为项目拥有人,公司积累了庞大且不断扩展的客户群。于2017-2019年以及2020上半年,向五大客户提供房地产代建服务所得收益分别约占总收益的25.4%、24.8%、17.8%及14.4%。同期,自公司单一最大客户所得收益分别约占总收益的7.8%、7.2%、4.1%及3.3%,在管理项目获得更多的基础上,占比正持续下降。</p><p>从项目分布来看,中原建业目前依然是深耕于大本营河南省。从2017年到2020上半年,公司自提供房地产代建服务产生收益及收取管理费,其主要由在河南省所管理的项目所贡献,分别占公司相关期间收益的100.0%、100.0%、99.4%及98.0%。</p><p>而早在踏足资本市场之前,中原建业就已逐渐向外做出拓展尝试。上市融资,或许会为规模的扩张再添一枚砝码。在招股书中公司透露道,未来预计在陕西、山西、河北、新疆及海南等五个省及自治区开展更多房地产代建项目,并计划将业务扩展至河南省相邻省份,如山东、湖北、江苏及安徽等。</p><p>这似乎也在一定程度上代表着建业地产的多元化举动——在当前“房住不炒”的官方定调下,代建业务使母企减少拿地风险,减轻资金压力,输出品牌优势,扩大项目规模。更重要的是,建业地产也能够通过对代建和物业等业务的运营,尝试从单纯的房地产开发商向房地产投资商、运营商和服务商的定位转型。</p><p>当前的房地产市场正在逐步从卖方市场过渡到买方市场,项目的品质日益受到重视,代建模式的合理性和可行性日渐凸显,前端的地产金融和后端环节的运营服务将成为下一个利润引擎。因此,单从财务和规模的角度上来看,中原建业通过港交所聆讯的概率还是十分之高。</p><p>但依然需要注意的是,代建业务同时高度依赖于中国房地产市场的市况,更取决于地产项目的投资和开工影响。在当前地产市场竞争加剧的情况下,中原建业所面临的行业天花板也正在一步一步临近。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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{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新股前瞻|代建行业IPO“迎新”,中原建业携高净利率赴港\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-12 18:12 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/361775.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>继绿城管理控股成功登陆港股市场之后,代建行业中不少企业赴港的步伐开始加快了许多,分拆代建业务也成为了地产公司扩充融资平台的又一新玩法。11月10日,中原建业向港交所递表,该公司是建业地产旗下代建公司,其代表项目拥有人于整个物业开发过程管理房地产开发项目,并采用轻资产模式运营,从而无须承担土地取得及项目开发的费用。以轻资产模式运营背靠着“建业”这块金字招牌,中原建业近年以来的规模扩张可谓是“无往不利...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/361775.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b3f85d38ab2aad0b07ab8f38b2df477f","relate_stocks":{"09979":"绿城管理控股"},"source_url":"http://www.zhitongcaijing.com/content/detail/361775.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2082142664","content_text":"继绿城管理控股成功登陆港股市场之后,代建行业中不少企业赴港的步伐开始加快了许多,分拆代建业务也成为了地产公司扩充融资平台的又一新玩法。11月10日,中原建业向港交所递表,该公司是建业地产旗下代建公司,其代表项目拥有人于整个物业开发过程管理房地产开发项目,并采用轻资产模式运营,从而无须承担土地取得及项目开发的费用。以轻资产模式运营背靠着“建业”这块金字招牌,中原建业近年以来的规模扩张可谓是“无往不利”。智通财经APP了解到,中原建业收入由2017年的3.09亿元(人民币,单位下同)增加至2019年的10.29亿元,年复合增长率达到49.33%。不过,今年上半年受公共卫生事件影响,公司实现收入4.81亿元,较2019年同期约4.12亿元增长16.75%,远低于2019年全年52.1%的增速。因此,公司倘若想要在2020年保持着与前几年同步的增速,下半年所面临的业绩增长压力会相应有所上升。净利润方面,公司由2017年的约1.42亿元增加至2019年的6.41亿元。2020上半年内,公司录得净利润3.02亿元,即便在一季度受到停工因素扰动的基础上,再次较2019年同期的2.56亿元增长18.90%,可见公司的在手项目相对比较充裕,且正随着地产行业的开工而持续复苏回暖。尽管对于传统地产开发而言,代建业务的规模还是稍显“薄弱”,但中原建业在2017-2019年及2020上半年内,净利率分别达到45.9%、59.7%、62.3%及62.8%,由此公司能够在收入规模双扩张的同时,保持超高的净利润率,这等中上水平的盈利能力,在代建业内也并不多见。在营收和利润持续增长的背后,中原建业的高速成长与中国城镇化的提速以及房地产市场对优质物业开发项目的需求增长密切相关。近年房地产市场的高速周转,使得中原建业的在管项目数量及在管面积分别由2017年的33个和630万平方米急速增加至2020上半年约182个和2403.2万平方米。值得一提的是,2017-2019年以及2020前六个月,中原建业分别录得现金及现金等价物1.25亿元、0.85亿元、3.45亿元和3.83亿元,除2018年由于派发2017年年终奖致使流动资金总额有所减少外,公司现金流保持还是相对比较充裕。不过仍需注意,根据项目拥有人与中原建业订立的房地产代建协议,中原建业的客户通常需要在预先协定的期间内就达致的项目进度分期向公司支付费用。而项目拥有人延误或未能付款可能会对公司现金流量状况及满足营运资金需要的能力造成负面影响。智通财经APP观测到,2017-2019年内,公司的贸易应收款项及应收票据(扣除亏损拨备)分别为2290万元、1770万元、3440万元,而到了2020上半年,该项竟飙升至1.35亿元。公司客户虽有受卫生事件影响难以周转,但项目拥有人拖欠支付应收款项及进度款依然会导致公司其他业务的可用营运资金减少,或造成资金层面的错配。立足河南,向外扩张经历了30余年发展的“投资、开发、运营、物业一体化”房地产经营模式逐步向分工更为精细化的模式转变,以轻资产运营为核心的代建业务随之快速崛起。中原建业专注于河南本土,且起步较早,且在发展的过程中逐渐拓展客户群体,来自建业地产的比重并不大,因此也不存在客户集中度高和高度依赖母企的问题。智通财经APP了解到,中原建业的客户均为项目拥有人,公司积累了庞大且不断扩展的客户群。于2017-2019年以及2020上半年,向五大客户提供房地产代建服务所得收益分别约占总收益的25.4%、24.8%、17.8%及14.4%。同期,自公司单一最大客户所得收益分别约占总收益的7.8%、7.2%、4.1%及3.3%,在管理项目获得更多的基础上,占比正持续下降。从项目分布来看,中原建业目前依然是深耕于大本营河南省。从2017年到2020上半年,公司自提供房地产代建服务产生收益及收取管理费,其主要由在河南省所管理的项目所贡献,分别占公司相关期间收益的100.0%、100.0%、99.4%及98.0%。而早在踏足资本市场之前,中原建业就已逐渐向外做出拓展尝试。上市融资,或许会为规模的扩张再添一枚砝码。在招股书中公司透露道,未来预计在陕西、山西、河北、新疆及海南等五个省及自治区开展更多房地产代建项目,并计划将业务扩展至河南省相邻省份,如山东、湖北、江苏及安徽等。这似乎也在一定程度上代表着建业地产的多元化举动——在当前“房住不炒”的官方定调下,代建业务使母企减少拿地风险,减轻资金压力,输出品牌优势,扩大项目规模。更重要的是,建业地产也能够通过对代建和物业等业务的运营,尝试从单纯的房地产开发商向房地产投资商、运营商和服务商的定位转型。当前的房地产市场正在逐步从卖方市场过渡到买方市场,项目的品质日益受到重视,代建模式的合理性和可行性日渐凸显,前端的地产金融和后端环节的运营服务将成为下一个利润引擎。因此,单从财务和规模的角度上来看,中原建业通过港交所聆讯的概率还是十分之高。但依然需要注意的是,代建业务同时高度依赖于中国房地产市场的市况,更取决于地产项目的投资和开工影响。在当前地产市场竞争加剧的情况下,中原建业所面临的行业天花板也正在一步一步临近。","news_type":1},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304505260,"gmtCreate":1605260425550,"gmtModify":1703837053348,"author":{"id":"3564759772718189","authorId":"3564759772718189","name":"慧商","avatar":"https://static.tigerbbs.com/d0b6a0c7baa098fe4c8c1b2a9cfd54d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564759772718189","authorIdStr":"3564759772718189"},"themes":[],"htmlText":"大健康领域吗?","listText":"大健康领域吗?","text":"大健康领域吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304505260","repostId":"2083176700","repostType":4,"repost":{"id":"2083176700","kind":"news","pubTimestamp":1605235433,"share":"https://www.laohu8.com/m/news/2083176700?lang=&edition=full","pubTime":"2020-11-13 10:43","market":"us","language":"zh","title":"《新股消息》传京东健康通过上市聆讯","url":"https://stock-news.laohu8.com/highlight/detail?id=2083176700","media":"AAFN","summary":"据《路透》旗下IFR报道,京东健康已通过联交所上市聆讯,将在下周开始上市前推介工作,目标集资约30亿美元。京东 於9月底就分拆京东健康提交申请,预期京东健康上市後,京东将间接持有不少於50%股权。(gc/u)~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p>据《路透》旗下IFR报道,<a href=\"https://laohu8.com/S/JD\">京东</a>健康已通过联交所上市聆讯,将在下周开始上市前推介工作,目标集资约30亿美元。京东 於9月底就分拆京东健康提交申请,预期京东健康上市後,京东将间接持有不少於50%股权。(gc/u)~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>《新股消息》传京东健康通过上市聆讯</title>\n<style 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於9月底就分拆京东健康提交申请,预期京东健康上市後,京东将间接持有不少於50%股权。(gc/u)~阿思达克财经新闻网址: www.aastocks.com</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1056096&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e723da7a3701993fab850969ee288920","relate_stocks":{"09618":"京东集团-SW","QNETCN":"纳斯达克中美互联网老虎指数","00388":"香港交易所","JD":"京东"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1056096&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2083176700","content_text":"据《路透》旗下IFR报道,京东健康已通过联交所上市聆讯,将在下周开始上市前推介工作,目标集资约30亿美元。京东 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17:59","market":"us","language":"zh","title":"风口浪尖上的耐克,屋漏偏逢连夜雨?","url":"https://stock-news.laohu8.com/highlight/detail?id=1127735698","media":"英为财情Investing","summary":"耐克此时在重要的中国市场陷入品牌危机,无异于雪上加霜。","content":"<p>周四,<a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>在德国法兰克福交易所下跌4.6%,<a href=\"https://laohu8.com/S/NKE\">耐克</a>美股盘前跌幅扩大至3%。这两家知名运动品牌都陷入了棉花风波。</p><p><img src=\"https://static.tigerbbs.com/20c2037d4fe03b3cf365afd9d7c8f8ff\" tg-width=\"800\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p>耐克周三登上了热搜,因为被曝抵制新疆棉花而遭遇网友的口诛笔伐。对于耐克的投资者来说,耐克此时在重要的中国市场陷入品牌危机,无异于雪上加霜。</p><p>耐克(NYSE:NKE)上周刚刚发布了最新的季度财报。财报显示,在截至2月28日的第三财季,耐克的净利润同比增长了71.2%至14.5亿美元,即每股收益90美分,好于预期的每股收益76美分;不过,销售额仅增长不到3%,至103.6亿美元,远远逊于预期的110亿美元。</p><p>在2020年,耐克的销售额曾因疫情期间门店关闭而连续两个季度录得同比下滑。但之后在第二财季,因为“黑五”购物季,其收入增长录得反弹,达到创纪录的112亿美元。</p><p><b>耐克三财季的增长放缓,主要是因为受到供应链问题的困扰。</b>这在北美市场最为明显,因为受到疫情影响,北美西海岸港口实施的劳工限制导致了将货物送入分销网络的时间出现延迟,同时还引发了成本压力。包括诺德斯特龙、Peloton等零售商都受到了影响,许多公司表示,预计这些问题将持续到下半年。</p><p>“在货币中立的基础上,北美收入下降了11%,这主要是由于全球集装箱短缺和美国港口拥堵的影响,导致三财季库存流动延迟了三周以上,影响了批发出货的时间。”耐克称。</p><p><img src=\"https://static.tigerbbs.com/a5cf40bdfea734801cbaa13605e16fd3\" tg-width=\"1010\" tg-height=\"646\" referrerpolicy=\"no-referrer\">耐克全球前三大市场增长情况</p><p><b>在EMEA(欧洲、中东、非洲),耐克该季度的收入也令人失望,这一定程度上要归因于疫情阴影迟迟未散,当地的许多商店仍然处于关闭的状态。</b></p><p>由此看来,耐克在全球市场的复苏并不平衡,仅有中国市场销售势头反弹强劲。截至2月底,耐克大中华区销售额增长了51%至22.8亿美元,超过了预期。大中华区也因此取代了EMEA,成为该季度耐克的第二大市场。</p><p><b>当然,耐克预计当前季度的收入将弥补上季度供应链中断而造成的损失。</b>公司管理层预计,四财季销售额将比去年同期的63亿美元增长约75%,至110亿美元。</p><p><b>但关键在于,耐克过高的估值已经引发了市场的担忧。</b></p><p>过去一年,耐克的股价上涨了84.1%,其股价现在是未来12个月预期盈利的36.2倍,仍然远高于五年均值29倍。高估值之下,业绩仅仅是达到市场预期并不足以维持投资者的热情。在三季度财报公布前几天内,许多分析师都上调了财报预期,但结果却意外疲软。</p><p><b>尤其是,在这个关键节点,耐克在贡献22%总收入、增长最为迅速的大中华市场遭遇了危机,至少在短期内,这可能成为耐克股票的最大风险。</b></p><p>从去年3月份的低点强劲反弹之后,2021年迄今,耐克的涨势便丧失了动能,年内下跌了近6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/247ac7b19f631f6c4cc4f0e9188f2bb9\" tg-width=\"604\" tg-height=\"733\" referrerpolicy=\"no-referrer\"><span>耐克股价走势</span></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\" 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style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-03-25 17:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四,<a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>在德国法兰克福交易所下跌4.6%,<a href=\"https://laohu8.com/S/NKE\">耐克</a>美股盘前跌幅扩大至3%。这两家知名运动品牌都陷入了棉花风波。</p><p><img src=\"https://static.tigerbbs.com/20c2037d4fe03b3cf365afd9d7c8f8ff\" tg-width=\"800\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p>耐克周三登上了热搜,因为被曝抵制新疆棉花而遭遇网友的口诛笔伐。对于耐克的投资者来说,耐克此时在重要的中国市场陷入品牌危机,无异于雪上加霜。</p><p>耐克(NYSE:NKE)上周刚刚发布了最新的季度财报。财报显示,在截至2月28日的第三财季,耐克的净利润同比增长了71.2%至14.5亿美元,即每股收益90美分,好于预期的每股收益76美分;不过,销售额仅增长不到3%,至103.6亿美元,远远逊于预期的110亿美元。</p><p>在2020年,耐克的销售额曾因疫情期间门店关闭而连续两个季度录得同比下滑。但之后在第二财季,因为“黑五”购物季,其收入增长录得反弹,达到创纪录的112亿美元。</p><p><b>耐克三财季的增长放缓,主要是因为受到供应链问题的困扰。</b>这在北美市场最为明显,因为受到疫情影响,北美西海岸港口实施的劳工限制导致了将货物送入分销网络的时间出现延迟,同时还引发了成本压力。包括诺德斯特龙、Peloton等零售商都受到了影响,许多公司表示,预计这些问题将持续到下半年。</p><p>“在货币中立的基础上,北美收入下降了11%,这主要是由于全球集装箱短缺和美国港口拥堵的影响,导致三财季库存流动延迟了三周以上,影响了批发出货的时间。”耐克称。</p><p><img src=\"https://static.tigerbbs.com/a5cf40bdfea734801cbaa13605e16fd3\" tg-width=\"1010\" tg-height=\"646\" referrerpolicy=\"no-referrer\">耐克全球前三大市场增长情况</p><p><b>在EMEA(欧洲、中东、非洲),耐克该季度的收入也令人失望,这一定程度上要归因于疫情阴影迟迟未散,当地的许多商店仍然处于关闭的状态。</b></p><p>由此看来,耐克在全球市场的复苏并不平衡,仅有中国市场销售势头反弹强劲。截至2月底,耐克大中华区销售额增长了51%至22.8亿美元,超过了预期。大中华区也因此取代了EMEA,成为该季度耐克的第二大市场。</p><p><b>当然,耐克预计当前季度的收入将弥补上季度供应链中断而造成的损失。</b>公司管理层预计,四财季销售额将比去年同期的63亿美元增长约75%,至110亿美元。</p><p><b>但关键在于,耐克过高的估值已经引发了市场的担忧。</b></p><p>过去一年,耐克的股价上涨了84.1%,其股价现在是未来12个月预期盈利的36.2倍,仍然远高于五年均值29倍。高估值之下,业绩仅仅是达到市场预期并不足以维持投资者的热情。在三季度财报公布前几天内,许多分析师都上调了财报预期,但结果却意外疲软。</p><p><b>尤其是,在这个关键节点,耐克在贡献22%总收入、增长最为迅速的大中华市场遭遇了危机,至少在短期内,这可能成为耐克股票的最大风险。</b></p><p>从去年3月份的低点强劲反弹之后,2021年迄今,耐克的涨势便丧失了动能,年内下跌了近6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/247ac7b19f631f6c4cc4f0e9188f2bb9\" tg-width=\"604\" tg-height=\"733\" referrerpolicy=\"no-referrer\"><span>耐克股价走势</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b1d5c7c9d853e94601159db38d7645e","relate_stocks":{"NKE":"耐克"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127735698","content_text":"周四,阿迪达斯在德国法兰克福交易所下跌4.6%,耐克美股盘前跌幅扩大至3%。这两家知名运动品牌都陷入了棉花风波。耐克周三登上了热搜,因为被曝抵制新疆棉花而遭遇网友的口诛笔伐。对于耐克的投资者来说,耐克此时在重要的中国市场陷入品牌危机,无异于雪上加霜。耐克(NYSE:NKE)上周刚刚发布了最新的季度财报。财报显示,在截至2月28日的第三财季,耐克的净利润同比增长了71.2%至14.5亿美元,即每股收益90美分,好于预期的每股收益76美分;不过,销售额仅增长不到3%,至103.6亿美元,远远逊于预期的110亿美元。在2020年,耐克的销售额曾因疫情期间门店关闭而连续两个季度录得同比下滑。但之后在第二财季,因为“黑五”购物季,其收入增长录得反弹,达到创纪录的112亿美元。耐克三财季的增长放缓,主要是因为受到供应链问题的困扰。这在北美市场最为明显,因为受到疫情影响,北美西海岸港口实施的劳工限制导致了将货物送入分销网络的时间出现延迟,同时还引发了成本压力。包括诺德斯特龙、Peloton等零售商都受到了影响,许多公司表示,预计这些问题将持续到下半年。“在货币中立的基础上,北美收入下降了11%,这主要是由于全球集装箱短缺和美国港口拥堵的影响,导致三财季库存流动延迟了三周以上,影响了批发出货的时间。”耐克称。耐克全球前三大市场增长情况在EMEA(欧洲、中东、非洲),耐克该季度的收入也令人失望,这一定程度上要归因于疫情阴影迟迟未散,当地的许多商店仍然处于关闭的状态。由此看来,耐克在全球市场的复苏并不平衡,仅有中国市场销售势头反弹强劲。截至2月底,耐克大中华区销售额增长了51%至22.8亿美元,超过了预期。大中华区也因此取代了EMEA,成为该季度耐克的第二大市场。当然,耐克预计当前季度的收入将弥补上季度供应链中断而造成的损失。公司管理层预计,四财季销售额将比去年同期的63亿美元增长约75%,至110亿美元。但关键在于,耐克过高的估值已经引发了市场的担忧。过去一年,耐克的股价上涨了84.1%,其股价现在是未来12个月预期盈利的36.2倍,仍然远高于五年均值29倍。高估值之下,业绩仅仅是达到市场预期并不足以维持投资者的热情。在三季度财报公布前几天内,许多分析师都上调了财报预期,但结果却意外疲软。尤其是,在这个关键节点,耐克在贡献22%总收入、增长最为迅速的大中华市场遭遇了危机,至少在短期内,这可能成为耐克股票的最大风险。从去年3月份的低点强劲反弹之后,2021年迄今,耐克的涨势便丧失了动能,年内下跌了近6%。耐克股价走势","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358213170,"gmtCreate":1616694197290,"gmtModify":1616694197290,"author":{"id":"3564759772718189","authorId":"3564759772718189","name":"慧商","avatar":"https://static.tigerbbs.com/d0b6a0c7baa098fe4c8c1b2a9cfd54d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564759772718189","authorIdStr":"3564759772718189"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DG\">$美国达乐公司(DG)$</a>为何入手后就没盈利过?全美超市受疫情影响这么大?美国人不是不怕新冠吗","listText":"<a href=\"https://laohu8.com/S/DG\">$美国达乐公司(DG)$</a>为何入手后就没盈利过?全美超市受疫情影响这么大?美国人不是不怕新冠吗","text":"$美国达乐公司(DG)$为何入手后就没盈利过?全美超市受疫情影响这么大?美国人不是不怕新冠吗","images":[{"img":"https://static.tigerbbs.com/a8e75cae0d27433dfece70890938b5e1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358213170","isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":307025038,"gmtCreate":1605327829924,"gmtModify":1703837547874,"author":{"id":"3564759772718189","authorId":"3564759772718189","name":"慧商","avatar":"https://static.tigerbbs.com/d0b6a0c7baa098fe4c8c1b2a9cfd54d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564759772718189","authorIdStr":"3564759772718189"},"themes":[],"htmlText":"持续关注","listText":"持续关注","text":"持续关注","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307025038","repostId":"2082142664","repostType":4,"repost":{"id":"2082142664","kind":"news","pubTimestamp":1605175964,"share":"https://www.laohu8.com/m/news/2082142664?lang=&edition=full","pubTime":"2020-11-12 18:12","market":"hk","language":"zh","title":"新股前瞻|代建行业IPO“迎新”,中原建业携高净利率赴港","url":"https://stock-news.laohu8.com/highlight/detail?id=2082142664","media":"智通财经","summary":"以轻资产模式运营背靠着“建业”这块金字招牌,中原建业近年以来的规模扩张可谓是“无往不利”。在营收和利润持续增长的背后,中原建业的高速成长与中国城镇化的提速以及房地产市场对优质物业开发项目的需求增长密切相关。近年房地产市场的高速周转,使得中原建业的在管项目数量及在管面积分别由2017年的33个和630万平方米急速增加至2020上半年约182个和2403.2万平方米。从项目分布来看,中原建业目前依然是深耕于大本营河南省。","content":"<html><body><p>继<a href=\"https://laohu8.com/S/09979\">绿城管理控股</a>成功登陆港股市场之后,代建行业中不少企业赴港的步伐开始加快了许多,分拆代建业务也成为了地产公司扩充融资平台的又一新玩法。</p><p>11月10日,中原建业向港交所递表,该公司是<a href=\"https://laohu8.com/S/00832\">建业地产</a>旗下代建公司,其代表项目拥有人于整个物业开发过程管理房地产开发项目,并采用轻资产模式运营,从而无须承担土地取得及项目开发的费用。</p><p>以轻资产模式运营</p><p>背靠着“建业”这块金字招牌,中原建业近年以来的规模扩张可谓是“无往不利”。</p><p>智通财经APP了解到,中原建业收入由2017年的3.09亿元(人民币,单位下同)增加至2019年的10.29亿元,年复合增长率达到49.33%。不过,今年上半年受公共卫生事件影响,公司实现收入4.81亿元,较2019年同期约4.12亿元增长16.75%,远低于2019年全年52.1%的增速。因此,公司倘若想要在2020年保持着与前几年同步的增速,下半年所面临的业绩增长压力会相应有所上升。</p><p><img src=\"https://img.zhitongcaijing.com/image/20201112/1605176151812465.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1605176151812465.png\"/></p><p>净利润方面,公司由2017年的约1.42亿元增加至2019年的6.41亿元。2020上半年内,公司录得净利润3.02亿元,即便在一季度受到停工因素扰动的基础上,再次较2019年同期的2.56亿元增长18.90%,可见公司的在手项目相对比较充裕,且正随着地产行业的开工而持续复苏回暖。</p><p>尽管对于传统地产开发而言,代建业务的规模还是稍显“薄弱”,但中原建业在2017-2019年及2020上半年内,净利率分别达到45.9%、59.7%、62.3%及62.8%,由此公司能够在收入规模双扩张的同时,保持超高的净利润率,这等中上水平的盈利能力,在代建业内也并不多见。</p><p><img src=\"https://img.zhitongcaijing.com/image/20201112/1605176168720860.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1605176168720860.png\"/></p><p>在营收和利润持续增长的背后,中原建业的高速成长与中国城镇化的提速以及房地产市场对优质物业开发项目的需求增长密切相关。近年房地产市场的高速周转,使得中原建业的在管项目数量及在管面积分别由2017年的33个和630万平方米急速增加至2020上半年约182个和2403.2万平方米。</p><p><img src=\"https://img.zhitongcaijing.com/image/20201112/1605176178678771.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1605176178678771.png\"/></p><p>值得一提的是,2017-2019年以及2020前六个月,中原建业分别录得现金及现金等价物1.25亿元、0.85亿元、3.45亿元和3.83亿元,除2018年由于派发2017年年终奖致使流动资金总额有所减少外,公司现金流保持还是相对比较充裕。</p><p><img src=\"https://img.zhitongcaijing.com/image/20201112/1605176186409504.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1605176186409504.png\"/></p><p>不过仍需注意,根据项目拥有人与中原建业订立的房地产代建协议,中原建业的客户通常需要在预先协定的期间内就达致的项目进度分期向公司支付费用。而项目拥有人延误或未能付款可能会对公司现金流量状况及满足营运资金需要的能力造成负面影响。</p><p>智通财经APP观测到,2017-2019年内,公司的贸易应收款项及应收票据(扣除亏损拨备)分别为2290万元、1770万元、3440万元,而到了2020上半年,该项竟飙升至1.35亿元。公司客户虽有受卫生事件影响难以周转,但项目拥有人拖欠支付应收款项及进度款依然会导致公司其他业务的可用营运资金减少,或造成资金层面的错配。</p><p>立足河南,向外扩张</p><p>经历了30余年发展的“投资、开发、运营、物业一体化”房地产经营模式逐步向分工更为精细化的模式转变,以轻资产运营为核心的代建业务随之快速崛起。中原建业专注于河南本土,且起步较早,且在发展的过程中逐渐拓展客户群体,来自建业地产的比重并不大,因此也不存在客户集中度高和高度依赖母企的问题。</p><p>智通财经APP了解到,中原建业的客户均为项目拥有人,公司积累了庞大且不断扩展的客户群。于2017-2019年以及2020上半年,向五大客户提供房地产代建服务所得收益分别约占总收益的25.4%、24.8%、17.8%及14.4%。同期,自公司单一最大客户所得收益分别约占总收益的7.8%、7.2%、4.1%及3.3%,在管理项目获得更多的基础上,占比正持续下降。</p><p>从项目分布来看,中原建业目前依然是深耕于大本营河南省。从2017年到2020上半年,公司自提供房地产代建服务产生收益及收取管理费,其主要由在河南省所管理的项目所贡献,分别占公司相关期间收益的100.0%、100.0%、99.4%及98.0%。</p><p>而早在踏足资本市场之前,中原建业就已逐渐向外做出拓展尝试。上市融资,或许会为规模的扩张再添一枚砝码。在招股书中公司透露道,未来预计在陕西、山西、河北、新疆及海南等五个省及自治区开展更多房地产代建项目,并计划将业务扩展至河南省相邻省份,如山东、湖北、江苏及安徽等。</p><p>这似乎也在一定程度上代表着建业地产的多元化举动——在当前“房住不炒”的官方定调下,代建业务使母企减少拿地风险,减轻资金压力,输出品牌优势,扩大项目规模。更重要的是,建业地产也能够通过对代建和物业等业务的运营,尝试从单纯的房地产开发商向房地产投资商、运营商和服务商的定位转型。</p><p>当前的房地产市场正在逐步从卖方市场过渡到买方市场,项目的品质日益受到重视,代建模式的合理性和可行性日渐凸显,前端的地产金融和后端环节的运营服务将成为下一个利润引擎。因此,单从财务和规模的角度上来看,中原建业通过港交所聆讯的概率还是十分之高。</p><p>但依然需要注意的是,代建业务同时高度依赖于中国房地产市场的市况,更取决于地产项目的投资和开工影响。在当前地产市场竞争加剧的情况下,中原建业所面临的行业天花板也正在一步一步临近。</p></body></html>","source":"stock_zhitongcaijing","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>新股前瞻|代建行业IPO“迎新”,中原建业携高净利率赴港</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新股前瞻|代建行业IPO“迎新”,中原建业携高净利率赴港\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-12 18:12 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/361775.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>继绿城管理控股成功登陆港股市场之后,代建行业中不少企业赴港的步伐开始加快了许多,分拆代建业务也成为了地产公司扩充融资平台的又一新玩法。11月10日,中原建业向港交所递表,该公司是建业地产旗下代建公司,其代表项目拥有人于整个物业开发过程管理房地产开发项目,并采用轻资产模式运营,从而无须承担土地取得及项目开发的费用。以轻资产模式运营背靠着“建业”这块金字招牌,中原建业近年以来的规模扩张可谓是“无往不利...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/361775.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b3f85d38ab2aad0b07ab8f38b2df477f","relate_stocks":{"09979":"绿城管理控股"},"source_url":"http://www.zhitongcaijing.com/content/detail/361775.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2082142664","content_text":"继绿城管理控股成功登陆港股市场之后,代建行业中不少企业赴港的步伐开始加快了许多,分拆代建业务也成为了地产公司扩充融资平台的又一新玩法。11月10日,中原建业向港交所递表,该公司是建业地产旗下代建公司,其代表项目拥有人于整个物业开发过程管理房地产开发项目,并采用轻资产模式运营,从而无须承担土地取得及项目开发的费用。以轻资产模式运营背靠着“建业”这块金字招牌,中原建业近年以来的规模扩张可谓是“无往不利”。智通财经APP了解到,中原建业收入由2017年的3.09亿元(人民币,单位下同)增加至2019年的10.29亿元,年复合增长率达到49.33%。不过,今年上半年受公共卫生事件影响,公司实现收入4.81亿元,较2019年同期约4.12亿元增长16.75%,远低于2019年全年52.1%的增速。因此,公司倘若想要在2020年保持着与前几年同步的增速,下半年所面临的业绩增长压力会相应有所上升。净利润方面,公司由2017年的约1.42亿元增加至2019年的6.41亿元。2020上半年内,公司录得净利润3.02亿元,即便在一季度受到停工因素扰动的基础上,再次较2019年同期的2.56亿元增长18.90%,可见公司的在手项目相对比较充裕,且正随着地产行业的开工而持续复苏回暖。尽管对于传统地产开发而言,代建业务的规模还是稍显“薄弱”,但中原建业在2017-2019年及2020上半年内,净利率分别达到45.9%、59.7%、62.3%及62.8%,由此公司能够在收入规模双扩张的同时,保持超高的净利润率,这等中上水平的盈利能力,在代建业内也并不多见。在营收和利润持续增长的背后,中原建业的高速成长与中国城镇化的提速以及房地产市场对优质物业开发项目的需求增长密切相关。近年房地产市场的高速周转,使得中原建业的在管项目数量及在管面积分别由2017年的33个和630万平方米急速增加至2020上半年约182个和2403.2万平方米。值得一提的是,2017-2019年以及2020前六个月,中原建业分别录得现金及现金等价物1.25亿元、0.85亿元、3.45亿元和3.83亿元,除2018年由于派发2017年年终奖致使流动资金总额有所减少外,公司现金流保持还是相对比较充裕。不过仍需注意,根据项目拥有人与中原建业订立的房地产代建协议,中原建业的客户通常需要在预先协定的期间内就达致的项目进度分期向公司支付费用。而项目拥有人延误或未能付款可能会对公司现金流量状况及满足营运资金需要的能力造成负面影响。智通财经APP观测到,2017-2019年内,公司的贸易应收款项及应收票据(扣除亏损拨备)分别为2290万元、1770万元、3440万元,而到了2020上半年,该项竟飙升至1.35亿元。公司客户虽有受卫生事件影响难以周转,但项目拥有人拖欠支付应收款项及进度款依然会导致公司其他业务的可用营运资金减少,或造成资金层面的错配。立足河南,向外扩张经历了30余年发展的“投资、开发、运营、物业一体化”房地产经营模式逐步向分工更为精细化的模式转变,以轻资产运营为核心的代建业务随之快速崛起。中原建业专注于河南本土,且起步较早,且在发展的过程中逐渐拓展客户群体,来自建业地产的比重并不大,因此也不存在客户集中度高和高度依赖母企的问题。智通财经APP了解到,中原建业的客户均为项目拥有人,公司积累了庞大且不断扩展的客户群。于2017-2019年以及2020上半年,向五大客户提供房地产代建服务所得收益分别约占总收益的25.4%、24.8%、17.8%及14.4%。同期,自公司单一最大客户所得收益分别约占总收益的7.8%、7.2%、4.1%及3.3%,在管理项目获得更多的基础上,占比正持续下降。从项目分布来看,中原建业目前依然是深耕于大本营河南省。从2017年到2020上半年,公司自提供房地产代建服务产生收益及收取管理费,其主要由在河南省所管理的项目所贡献,分别占公司相关期间收益的100.0%、100.0%、99.4%及98.0%。而早在踏足资本市场之前,中原建业就已逐渐向外做出拓展尝试。上市融资,或许会为规模的扩张再添一枚砝码。在招股书中公司透露道,未来预计在陕西、山西、河北、新疆及海南等五个省及自治区开展更多房地产代建项目,并计划将业务扩展至河南省相邻省份,如山东、湖北、江苏及安徽等。这似乎也在一定程度上代表着建业地产的多元化举动——在当前“房住不炒”的官方定调下,代建业务使母企减少拿地风险,减轻资金压力,输出品牌优势,扩大项目规模。更重要的是,建业地产也能够通过对代建和物业等业务的运营,尝试从单纯的房地产开发商向房地产投资商、运营商和服务商的定位转型。当前的房地产市场正在逐步从卖方市场过渡到买方市场,项目的品质日益受到重视,代建模式的合理性和可行性日渐凸显,前端的地产金融和后端环节的运营服务将成为下一个利润引擎。因此,单从财务和规模的角度上来看,中原建业通过港交所聆讯的概率还是十分之高。但依然需要注意的是,代建业务同时高度依赖于中国房地产市场的市况,更取决于地产项目的投资和开工影响。在当前地产市场竞争加剧的情况下,中原建业所面临的行业天花板也正在一步一步临近。","news_type":1},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304505260,"gmtCreate":1605260425550,"gmtModify":1703837053348,"author":{"id":"3564759772718189","authorId":"3564759772718189","name":"慧商","avatar":"https://static.tigerbbs.com/d0b6a0c7baa098fe4c8c1b2a9cfd54d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564759772718189","authorIdStr":"3564759772718189"},"themes":[],"htmlText":"大健康领域吗?","listText":"大健康领域吗?","text":"大健康领域吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304505260","repostId":"2083176700","repostType":4,"repost":{"id":"2083176700","kind":"news","pubTimestamp":1605235433,"share":"https://www.laohu8.com/m/news/2083176700?lang=&edition=full","pubTime":"2020-11-13 10:43","market":"us","language":"zh","title":"《新股消息》传京东健康通过上市聆讯","url":"https://stock-news.laohu8.com/highlight/detail?id=2083176700","media":"AAFN","summary":"据《路透》旗下IFR报道,京东健康已通过联交所上市聆讯,将在下周开始上市前推介工作,目标集资约30亿美元。京东 於9月底就分拆京东健康提交申请,预期京东健康上市後,京东将间接持有不少於50%股权。(gc/u)~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p>据《路透》旗下IFR报道,<a href=\"https://laohu8.com/S/JD\">京东</a>健康已通过联交所上市聆讯,将在下周开始上市前推介工作,目标集资约30亿美元。京东 於9月底就分拆京东健康提交申请,预期京东健康上市後,京东将间接持有不少於50%股权。(gc/u)~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>《新股消息》传京东健康通过上市聆讯</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《新股消息》传京东健康通过上市聆讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-13 10:43 北京时间 <a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1056096&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>据《路透》旗下IFR报道,京东健康已通过联交所上市聆讯,将在下周开始上市前推介工作,目标集资约30亿美元。京东 於9月底就分拆京东健康提交申请,预期京东健康上市後,京东将间接持有不少於50%股权。(gc/u)~阿思达克财经新闻网址: www.aastocks.com</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1056096&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e723da7a3701993fab850969ee288920","relate_stocks":{"09618":"京东集团-SW","QNETCN":"纳斯达克中美互联网老虎指数","00388":"香港交易所","JD":"京东"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1056096&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2083176700","content_text":"据《路透》旗下IFR报道,京东健康已通过联交所上市聆讯,将在下周开始上市前推介工作,目标集资约30亿美元。京东 於9月底就分拆京东健康提交申请,预期京东健康上市後,京东将间接持有不少於50%股权。(gc/u)~阿思达克财经新闻网址: www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376613528,"gmtCreate":1619108316064,"gmtModify":1619108316064,"author":{"id":"3564759772718189","authorId":"3564759772718189","name":"慧商","avatar":"https://static.tigerbbs.com/d0b6a0c7baa098fe4c8c1b2a9cfd54d5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564759772718189","authorIdStr":"3564759772718189"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DG\">$美国达乐公司(DG)$</a>艰难上行一段时间了,连续两天下跌,现跌破5日均线,看样子又要回撤了,我先撤了,到处转转再回来看你吧[微笑] ","listText":"<a href=\"https://laohu8.com/S/DG\">$美国达乐公司(DG)$</a>艰难上行一段时间了,连续两天下跌,现跌破5日均线,看样子又要回撤了,我先撤了,到处转转再回来看你吧[微笑] ","text":"$美国达乐公司(DG)$艰难上行一段时间了,连续两天下跌,现跌破5日均线,看样子又要回撤了,我先撤了,到处转转再回来看你吧[微笑]","images":[{"img":"https://static.tigerbbs.com/dcce016e766ae8ad13b26f5e70c125fa","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376613528","isVote":1,"tweetType":1,"viewCount":3438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}