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2020-10-16

人艰不拆

拼团海底捞的“A股名媛群”

2020-12-17

$VESYNC(02148)$感觉一顿爆炒

2020-12-17

$VESYNC(02148)$在钓鱼一样

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10:44","market":"hk","language":"zh","title":"拼团海底捞的“A股名媛群”","url":"https://stock-news.laohu8.com/highlight/detail?id=1139691246","media":"诗与星空","summary":"最近，一则“上海名媛群”的消息引爆了各社交平台，一时间，广大人民群众吃了大瓜。火了爆料人，苦了小红书的妹子们。在小红书的宝格丽分享下面，已经笑场了。UP主愤怒的晒出付款记录后… …不过，星空君闲着无聊","content":"<p>最近，一则“上海名媛群”的消息引爆了各社交平台，一时间，广大人民群众吃了大瓜。</p><p>火了爆料人，苦了小红书的妹子们。</p><p><img src=\"https://static.tigerbbs.com/8700c05f74601bf08cdfaa9e744cd3ef\" tg-width=\"672\" tg-height=\"674\"></p><p>在小红书的宝格丽分享下面，已经笑场了。</p><p><img src=\"https://static.tigerbbs.com/61cf339f66e5eba1bf05994154be7d68\" tg-width=\"669\" tg-height=\"652\"></p><p>UP主愤怒的晒出付款记录后… …</p><p><img src=\"https://static.tigerbbs.com/48a0b18a80068bf815364d3ea4e9abc4\" tg-width=\"654\" tg-height=\"256\"></p><p>不过，星空君闲着无聊的时候，研究了那个名媛拼团的瓜，新闻的真假不好确定，但是这种拼照片发朋友圈的现象，貌似蛮常见的。</p><p>星空君的好友4、5000个，比较杂，偶尔也有一些奇怪的妹子加好友，然后在朋友圈里晒类似的照片。我还纳闷这是什么人？从哪找来的？找我干什么？这些精致的美食我丝毫不感兴趣。</p><p>可能是因为星空君平时发的动态不是跑步就是读书，晒不起名车名表，慢慢就被删了。</p><p><img src=\"https://static.tigerbbs.com/b72fc9fcb7149660b0fb6db3de63c9d8\" tg-width=\"640\" tg-height=\"1383\"></p><p>晚饭去吃<a href=\"https://laohu8.com/S/06862\">海底捞</a>的时候，心想，要是能拼一下，该多好。</p><p>于是翻了翻财报，发现拼团海底捞的，还真不少。</p><p><b>一、海底捞的“名媛”们</b></p><p>2019年海底捞营收265亿，净利润23亿。2020年上半年，由于疫情的影响，海底捞是受损最为惨烈的行业—火锅。</p><p>支撑餐饮行业最后一丝气息的，是美团和饿了么。</p><p>虽然海底捞开发出了送货上门的小火锅，但很显然，气氛不足，也远不如其他类餐饮食品更容易配送。</p><p><img src=\"https://static.tigerbbs.com/b58e1eb2a0d3cb44608290090ac8fdc3\" tg-width=\"500\" tg-height=\"344\"></p><p>半年报显示，海底捞销售收入97.61亿，亏损9.65亿。公司硬扛了下来，算是符合预期。</p><p>陪伴着海底捞一起硬扛的，还有几家A股上市公司：<a href=\"https://laohu8.com/S/300268\">佳沃股份</a>、<a href=\"https://laohu8.com/S/300511\">雪榕生物</a>、<a href=\"https://laohu8.com/S/603345\">安井食品</a>、<a href=\"https://laohu8.com/S/002216\">三全食品</a>、<a href=\"https://laohu8.com/S/002481\">双塔食品</a>、<a href=\"https://laohu8.com/S/300138\">晨光生物</a>、<a href=\"https://laohu8.com/S/300094\">国联水产</a>。</p><p>其中，雪榕生物率先发布了三季报。</p><p><b>二、雪榕生物的三季报</b></p><p>雪榕生物还是特殊的疫情概念股，公司经营鲜品食用菌的研发、工厂化种植与销售，主要产品包括金针菇、真姬菇、香菇等鲜品食用菌。疫情期间，公司及早复工复产，参与保障“”菜篮子供应。</p><p>三季报显示，公司营收15.63亿，较上年同期增加18.43%；净利润2.17亿元，较上年同期增加97.03%。</p><p>虽然海底捞的采购下降了，但由于菜市场个体户都回乡隔离了，反而是工厂化生产的蔬菜类企业销量大增。</p><p>明明说好一起白头，结果你先焗了油。</p><p><img src=\"https://static.tigerbbs.com/ffba7b3c58364f861e0064eb255000cb\" tg-width=\"255\" tg-height=\"255\"></p><p>不过，优异的业绩，掩饰不了公司账面存在的大量问题：</p><p>长短期借款超过14个亿，应付债券5.2亿，合计甚至超过公司营收额，1-9月份利息支出超过5000万，资金周转压力非常大。</p><p>公司的资金压力主要来自2016年和2017年两年的疯狂固定资产投资，主要包括房屋建筑物和机器设备(厂房)。</p><p>从2018年及之后的营收规模看，虽然公司营收额有了明显的进步，但净利润几乎原地踏步，公司大规模投资的投资回报率极低。</p><p><b>三、联想也救不回来的佳沃股份</b></p><p>在全国范围内，疫情基本结束后，除了输入病例，大连、青岛等地发生了零星几例反复。但在全员测核酸的强力排查下，很快恢复。</p><p>这些零星病例，大多和进口的海产品有关。</p><p>恰好，<a href=\"https://laohu8.com/S/03396\">联想控股</a>的佳沃股份就从事进口海产品。</p><p>佳沃股份是一家命运多舛的上市公司，公司原名叫万福生科，造假上市。曾经采用了在建工程科目造假的方式虚增营收和净利润，成为教科书般的经典案例。</p><p><img src=\"https://static.tigerbbs.com/aa81fabc527331f978c937c17e8e6ed2\" tg-width=\"400\" tg-height=\"300\"></p><p>后来，联想控股的进口大龙虾业务借壳上市，似乎挽救了这个壳资源。</p><p>然而，海鲜毁损率太高，名媛们很少摆拍大龙虾，销量难以支撑。公司迟迟打不开局面，连年亏损。</p><p>2020年上半年亏了3.1亿，就不用多说了。公司2019年业绩也不好，营收34亿，亏损1.48亿。</p><p>按照这个速度亏下去，公司离ST不远了。</p><p><b>四、惺惺相惜的国联水产</b></p><p>佳沃股份是做进口大龙虾的，国联水产是做国产小龙虾的。</p><p>二者半斤八两，不相上下。</p><p>甚至，连年报都很像，连亏两年了。</p><p>国联水产的概念不少，甚至还是KFC的御用供应商，可惜我只吃了一次，太难吃了。</p><p><b>五、一往直前的双塔食品</b></p><p>双塔食品名下最著名的产品，是龙口粉丝。</p><p><img src=\"https://static.tigerbbs.com/f655f21247528e2955965b75edfe49ad\" tg-width=\"1000\" tg-height=\"1000\"></p><p>疫情根本阻挡不住人民群众对粉丝的热切需求，尤其是低端“地摊货”消失后，公司的毛利也大幅提高。</p><p>半年报显示，双塔食品的销售额略有下滑，净利润几乎翻番。</p><p><b>六、总结</b></p><p>在海底捞血亏的同时，绑定海底捞产业链的公司，却几家欢喜几家愁。主要原因和企业的经营范围有很大关系，还是那句老话：伟大的企业都是To C的，接地气的企业都能安稳的撑过这次危机。</p><p>反而是<a href=\"https://laohu8.com/S/BJZ.SI\">高大</a>上依赖名媛的行业，人艰不拆。</p>","source":"syxk","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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拼团海底捞的“A股名媛群”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-16 10:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/417544><strong>诗与星空</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近，一则“上海名媛群”的消息引爆了各社交平台，一时间，广大人民群众吃了大瓜。火了爆料人，苦了小红书的妹子们。在小红书的宝格丽分享下面，已经笑场了。UP主愤怒的晒出付款记录后… …不过，星空君闲着无聊的时候，研究了那个名媛拼团的瓜，新闻的真假不好确定，但是这种拼照片发朋友圈的现象，貌似蛮常见的。星空君的好友4、5000个，比较杂，偶尔也有一些奇怪的妹子加好友，然后在朋友圈里晒类似的照片。我还纳闷...</p>\n\n<a href=\"https://www.gelonghui.com/p/417544\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/23f2c25e060d113f3768c45cafc16292","relate_stocks":{"06862":"海底捞"},"source_url":"https://www.gelonghui.com/p/417544","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139691246","content_text":"最近，一则“上海名媛群”的消息引爆了各社交平台，一时间，广大人民群众吃了大瓜。火了爆料人，苦了小红书的妹子们。在小红书的宝格丽分享下面，已经笑场了。UP主愤怒的晒出付款记录后… …不过，星空君闲着无聊的时候，研究了那个名媛拼团的瓜，新闻的真假不好确定，但是这种拼照片发朋友圈的现象，貌似蛮常见的。星空君的好友4、5000个，比较杂，偶尔也有一些奇怪的妹子加好友，然后在朋友圈里晒类似的照片。我还纳闷这是什么人？从哪找来的？找我干什么？这些精致的美食我丝毫不感兴趣。可能是因为星空君平时发的动态不是跑步就是读书，晒不起名车名表，慢慢就被删了。晚饭去吃海底捞的时候，心想，要是能拼一下，该多好。于是翻了翻财报，发现拼团海底捞的，还真不少。一、海底捞的“名媛”们2019年海底捞营收265亿，净利润23亿。2020年上半年，由于疫情的影响，海底捞是受损最为惨烈的行业—火锅。支撑餐饮行业最后一丝气息的，是美团和饿了么。虽然海底捞开发出了送货上门的小火锅，但很显然，气氛不足，也远不如其他类餐饮食品更容易配送。半年报显示，海底捞销售收入97.61亿，亏损9.65亿。公司硬扛了下来，算是符合预期。陪伴着海底捞一起硬扛的，还有几家A股上市公司：佳沃股份、雪榕生物、安井食品、三全食品、双塔食品、晨光生物、国联水产。其中，雪榕生物率先发布了三季报。二、雪榕生物的三季报雪榕生物还是特殊的疫情概念股，公司经营鲜品食用菌的研发、工厂化种植与销售，主要产品包括金针菇、真姬菇、香菇等鲜品食用菌。疫情期间，公司及早复工复产，参与保障“”菜篮子供应。三季报显示，公司营收15.63亿，较上年同期增加18.43%；净利润2.17亿元，较上年同期增加97.03%。虽然海底捞的采购下降了，但由于菜市场个体户都回乡隔离了，反而是工厂化生产的蔬菜类企业销量大增。明明说好一起白头，结果你先焗了油。不过，优异的业绩，掩饰不了公司账面存在的大量问题：长短期借款超过14个亿，应付债券5.2亿，合计甚至超过公司营收额，1-9月份利息支出超过5000万，资金周转压力非常大。公司的资金压力主要来自2016年和2017年两年的疯狂固定资产投资，主要包括房屋建筑物和机器设备(厂房)。从2018年及之后的营收规模看，虽然公司营收额有了明显的进步，但净利润几乎原地踏步，公司大规模投资的投资回报率极低。三、联想也救不回来的佳沃股份在全国范围内，疫情基本结束后，除了输入病例，大连、青岛等地发生了零星几例反复。但在全员测核酸的强力排查下，很快恢复。这些零星病例，大多和进口的海产品有关。恰好，联想控股的佳沃股份就从事进口海产品。佳沃股份是一家命运多舛的上市公司，公司原名叫万福生科，造假上市。曾经采用了在建工程科目造假的方式虚增营收和净利润，成为教科书般的经典案例。后来，联想控股的进口大龙虾业务借壳上市，似乎挽救了这个壳资源。然而，海鲜毁损率太高，名媛们很少摆拍大龙虾，销量难以支撑。公司迟迟打不开局面，连年亏损。2020年上半年亏了3.1亿，就不用多说了。公司2019年业绩也不好，营收34亿，亏损1.48亿。按照这个速度亏下去，公司离ST不远了。四、惺惺相惜的国联水产佳沃股份是做进口大龙虾的，国联水产是做国产小龙虾的。二者半斤八两，不相上下。甚至，连年报都很像，连亏两年了。国联水产的概念不少，甚至还是KFC的御用供应商，可惜我只吃了一次，太难吃了。五、一往直前的双塔食品双塔食品名下最著名的产品，是龙口粉丝。疫情根本阻挡不住人民群众对粉丝的热切需求，尤其是低端“地摊货”消失后，公司的毛利也大幅提高。半年报显示，双塔食品的销售额略有下滑，净利润几乎翻番。六、总结在海底捞血亏的同时，绑定海底捞产业链的公司，却几家欢喜几家愁。主要原因和企业的经营范围有很大关系，还是那句老话：伟大的企业都是To C的，接地气的企业都能安稳的撑过这次危机。反而是高大上依赖名媛的行业，人艰不拆。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397377109,"gmtCreate":1608197454301,"gmtModify":1703851704755,"author":{"id":"3565129451647934","authorId":"3565129451647934","name":"自律自强","avatar":"https://static.tigerbbs.com/253c5ef7ed66f8679a874941501b4d3d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02148\">$VESYNC(02148)$</a>感觉一顿爆炒","listText":"<a 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