Yanyanyy的个人主页 - 老虎社区

Yanyanyy

Yanyanyy

暂无个人介绍

IP属地：浙江

37关注

2粉丝

1主题

0勋章

2021-07-15

$喆丽控股(02209)$垃圾股割了

2021-06-03

$联易融科技-W(09959)$真的服了，跌破发行价了[捂脸]

2021-02-17

$信阳毛尖(00362)$天哪，还真以为是我们信阳毛尖茶叶呢？原来是化工类的，为啥要挂上我们信阳毛尖的名称，真是的，万恶的资本。

2021-08-19

$腾讯音乐(TME)$会跌到1元吗[笑哭]

2021-07-14

$喆丽控股(02209)$垃圾股

2021-07-19

$喆丽控股(02209)$买了这个股你就中奖了[喷血] 跌倒谷底

2021-02-26

找好公司低估值买入

抱歉，原内容已删除

2021-07-23

$好未来(TAL)$教育股今年真惨，本来想入手的，还好老师说今年教育股最好不要入手，避免了入坑。

2021-04-24

看好新东方

抱歉，原内容已删除

2021-02-26

不是疯子就是傻子😂

抱歉，原内容已删除

2021-06-09

$雅士利国际(01230)$卖了好久都没卖出去[晕]

2022-01-28

$中远海控(01919)$最后一天还要📉[惊吓]

2021-07-07

[爱你]

直播：重回聚光灯，光伏悄然站上风口

2021-04-13

观望就好

抱歉，原内容已删除

2021-04-12

港股打新第一次中也一签

联易融科技上市：背后投资机构很强大这家大赚50倍

2021-04-08

港股终于中了一签！！！

2021-04-02

等待就有了

抱歉，原内容已删除

2021-03-30

打过好多次了，希望能中一手，以后不打了，港股打新太坑了，每次都收手续费还不中。

港股打新：联易融科技-W基本面情况到底如何？

去老虎APP查看更多动态

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16:23","market":"hk","language":"zh","title":"港股打新 |  森松国际(02155)、广联工程控股(01413)、久久王(01927)，哪个有肉吃？","url":"https://stock-news.laohu8.com/highlight/detail?id=2116627539","media":"智通财经网","summary":"新股发行严重旱涝不均，很多时候一周都没有新股，说来的时候又扎堆上，一股一篇分析都来不及，这三只新股今天一起说说。","content":"<html><body><article> <p><strong>本文转自微信公众号“ 郭二侠鑫金融”。</strong></p><p>新股发行严重旱涝不均，很多时候一周都没有新股，说来的时候又扎堆上，一股一篇分析都来不及，这三只新股今天一起说说。</p><p><a href=\"https://laohu8.com/S/02155\">森松国际</a></p><p>一、招股信息</p><center><img height=\"1196\" src=\"http://img.zhitongcaijing.com/images/contentformat/918da2e9a079cb48441e6a4d304e9783.jpg\" width=\"1080\"/></center><p>二、公司概况</p><p>森松国际(02155)是压力设备制造商及综合压力设备解决方案供应商，提供传统压力设备、模块化压力设备及与压力设备相关的增值服务。</p><center><img height=\"735\" src=\"http://img.zhitongcaijing.com/images/contentformat/83d349df37bd0df310fe5e2cf318f02b.jpg\" width=\"1080\"/></center><p>根据行业报告，按2019年的销售收入来看，公司是中国第四大压力设备制造商及综合压力设备解决方案供货商，市场份额约为1.5%。</p><center><img height=\"1088\" src=\"http://img.zhitongcaijing.com/images/contentformat/818cec20311e5c4ad91540a3e834b4d9.jpg\" width=\"828\"/></center><p>财务数据显示，公司2017财年至2019财年总收益分别为人民币15.70亿元、24.68亿元及28.26亿元，复合年增长率34.2%。同期录得净利润-832万元、1.26亿元及1.47亿元。截至2020年9月30日止九个月，公司收入20.14亿港元，净利润2.21亿港元。</p><p>目前，公司收入增长主要依赖于传统压力设备的制造及销售。</p><p>根据公开资料，传统压力设备行业规模于2014-2019年由1018亿增至1281亿元人民币，复合年增长率约为4.7%。2019-2024年，市场规模将以复合年增长率约4.2%增至1571亿元人民币。</p><p>引入4名基石投资者，当中浙江<a href=\"https://laohu8.com/S/603799\">华友钴业</a>认购1,000万美元、Dialog  Malaysia认购800万美元、苏州晶瑞旗下晶之瑞苏州及施建刚先生均认购500万美元，合共认购2,800万美元(约2.17亿港元)，按中间价计算，约占发售股份27.14%，设6个月禁售期。</p><p>三、综合点评</p><p>森松国际需要特别注意的是，招股价区间高达58%，非常罕见，这是不自信的表现，说明公司也吃不准市场对其的估值。</p><p>其实公司基本面是目前正在招股的四只新股里面最好的，只是所处行业是传统制造业，缺乏想象空间。</p><p>以上限价3.92元计算，市值约39.2亿元，以20年预估盈利约3.2亿港元计算，市盈率约12.2倍，这个估值可以接受，如果认购冷清下限定价可能还有点汤喝。</p><p>郭二侠计划娱乐申购几手(风险偏好低的投资者，可以放弃申购)。</p><p><a href=\"https://laohu8.com/S/01413\">广联工程控股</a></p><p>一、招股信息</p><p><img height=\"1196\" src=\"http://img.zhitongcaijing.com/images/contentformat/7a088aedf5f4bc31f05ef3e4f774e4b9.jpg\" width=\"1080\"/></p><p>二、公司概况</p><p>广联工程控股(01413)是一家香港的地基工程承包商，于1995年开展业务，其后通过主要营运附属公司广联工程以分包商身份承接地基工程，主要包括挖掘及侧向承托及其他相关工程，包括桩帽工程、地下排水工程及地盘平整工程。</p><p>根据行业报告，公司于2019年位居香港第四大地基工程分包商(按收益计)，占地基行业约1.7%的市场份额。</p><p>财务数据方面，公司2018财年-2020财年总收益分别为1.70亿港元、2.73亿港元及4.05亿港元，复合年增长率达54.2%;同期净利润分别为1404.1万港元、2515.6万港元及3840.8万港元，复合年增长率达65.4%。</p><center><img height=\"336\" src=\"http://img.zhitongcaijing.com/images/contentformat/3d932109a9a216b50d613d5fe9e40996.jpg\" width=\"830\"/></center><p>截至2020年8月31日止五个月，公司收入2.21亿港元，净利润1434万港元。</p><p>公司营收和净利润增长很快，但2020年因为疫情的影响，增速明显放缓。</p><p>三、综合点评</p><p>保荐人是均富，历史保荐项目大涨大跌，是做妖的老手，但这次比较蹊跷，均富作为保荐人，居然没有出现在承销团里面，而稳定价格操作人恒宇证券也不承销团里面，虽然这种小盘一般不会卖出绿鞋，稳定价格操作人只是个摆设。</p><p>本次包销佣金12.5%，超过正常包销佣金水平，可能有抽屉协议。</p><p>保荐人是做妖老手+香港建筑股+小市值低股价+一个股东(是夫妻可以视为一个老板)+高包销佣金=做妖的概率很高，而且还是往上做。</p><p>目前已经孖展16倍，最终大概率超购50倍，启动40%回拨，甲乙组各获分1万手，按照4万人申购算，一手中签率15%。</p><p>郭二侠计划偷鸡申购。</p><p>久久王</p><p>一、招股信息</p><p><img height=\"1196\" src=\"http://img.zhitongcaijing.com/images/contentformat/9cb4a7d2db2dd0d9f690015396840cdc.jpg\" width=\"1080\"/></p><p>二、公司概况</p><p><a href=\"https://laohu8.com/S/01927\">久久王</a>(01927)是一家甜食产品制造商，生产及销售甜食产品，包括胶基糖果、压片糖果、充气糖果及硬糖。公司拥有自有品牌酷莎、拉拉卜及久久王。</p><center><img height=\"874\" src=\"http://img.zhitongcaijing.com/images/contentformat/e61a9dcfa712dd5611f33f1481245f35.jpg\" width=\"828\"/></center><p>根据资料显示，按收益计，该公司在福建省整体甜食市场排名第二，占2019年该区域市场份额约2.7%及2019年中国市场份额约0.7%。</p><p>财务数据方面，公司2017财年至2019财年总收益分别为人民币3.36亿元、3.81亿元及4.14亿元，复合年增长率7.9%。同期净利润分别为4641.5万元、3869.6万元及4319.6万元。</p><center><img height=\"328\" src=\"http://img.zhitongcaijing.com/images/contentformat/733f2c7781a10b74d45a4bb117ed38e0.jpg\" width=\"830\"/></center><p>截至2020年8月31日止八个月，公司收入2.38亿元，同比下降8.4%，净利润2581.8万元，与去年同期持平。</p><p>三、综合点评</p><p>小市值股，基本面真没啥好看的，一般都不咋地，真有发展前景市值也不会这么小，就是制糖卖糖果的，不是卖鸭脖那个。</p><p>本次IPO计息长达10天，这是想吓退散户融资申购。包销佣金14%，再加3%的酌情奖励，一共高达17%。</p><p>保荐人力高，历史保荐项目暴涨暴跌，是个做妖高手。妖股赌的成分大，郭二侠赌涨。</p><p>目前孖展38倍，最终大概率超购100倍启动50%回拨，甲乙组各分9900手，按照5万人申购算，一手中签率10%。</p><p>郭二侠计划偷鸡申购。</p><p>(编辑：曾盈颖)</p> </article></body></html>","source":"highlight_zhitongcaijin","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>港股打新 |  森松国际(02155)、广联工程控股(01413)、久久王(01927)，哪个有肉吃？</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{ 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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港股打新 |  森松国际(02155)、广联工程控股(01413)、久久王(01927)，哪个有肉吃？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 16:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/419227.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文转自微信公众号“ 郭二侠鑫金融”。新股发行严重旱涝不均，很多时候一周都没有新股，说来的时候又扎堆上，一股一篇分析都来不及，这三只新股今天一起说说。森松国际一、招股信息二、公司概况森松国际(02155)是压力设备制造商及综合压力设备解决方案供应商，提供传统压力设备、模块化压力设备及与压力设备相关的增值服务。根据行业报告，按2019年的销售收入来看，公司是中国第四大压力设备制造商及综合压力设备...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/419227.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20210301/20210301162228_98059.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{"01927":"久久王"},"source_url":"http://www.zhitongcaijing.com/content/detail/419227.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2116627539","content_text":"本文转自微信公众号“ 郭二侠鑫金融”。新股发行严重旱涝不均，很多时候一周都没有新股，说来的时候又扎堆上，一股一篇分析都来不及，这三只新股今天一起说说。森松国际一、招股信息二、公司概况森松国际(02155)是压力设备制造商及综合压力设备解决方案供应商，提供传统压力设备、模块化压力设备及与压力设备相关的增值服务。根据行业报告，按2019年的销售收入来看，公司是中国第四大压力设备制造商及综合压力设备解决方案供货商，市场份额约为1.5%。财务数据显示，公司2017财年至2019财年总收益分别为人民币15.70亿元、24.68亿元及28.26亿元，复合年增长率34.2%。同期录得净利润-832万元、1.26亿元及1.47亿元。截至2020年9月30日止九个月，公司收入20.14亿港元，净利润2.21亿港元。目前，公司收入增长主要依赖于传统压力设备的制造及销售。根据公开资料，传统压力设备行业规模于2014-2019年由1018亿增至1281亿元人民币，复合年增长率约为4.7%。2019-2024年，市场规模将以复合年增长率约4.2%增至1571亿元人民币。引入4名基石投资者，当中浙江华友钴业认购1,000万美元、Dialog  Malaysia认购800万美元、苏州晶瑞旗下晶之瑞苏州及施建刚先生均认购500万美元，合共认购2,800万美元(约2.17亿港元)，按中间价计算，约占发售股份27.14%，设6个月禁售期。三、综合点评森松国际需要特别注意的是，招股价区间高达58%，非常罕见，这是不自信的表现，说明公司也吃不准市场对其的估值。其实公司基本面是目前正在招股的四只新股里面最好的，只是所处行业是传统制造业，缺乏想象空间。以上限价3.92元计算，市值约39.2亿元，以20年预估盈利约3.2亿港元计算，市盈率约12.2倍，这个估值可以接受，如果认购冷清下限定价可能还有点汤喝。郭二侠计划娱乐申购几手(风险偏好低的投资者，可以放弃申购)。广联工程控股一、招股信息二、公司概况广联工程控股(01413)是一家香港的地基工程承包商，于1995年开展业务，其后通过主要营运附属公司广联工程以分包商身份承接地基工程，主要包括挖掘及侧向承托及其他相关工程，包括桩帽工程、地下排水工程及地盘平整工程。根据行业报告，公司于2019年位居香港第四大地基工程分包商(按收益计)，占地基行业约1.7%的市场份额。财务数据方面，公司2018财年-2020财年总收益分别为1.70亿港元、2.73亿港元及4.05亿港元，复合年增长率达54.2%;同期净利润分别为1404.1万港元、2515.6万港元及3840.8万港元，复合年增长率达65.4%。截至2020年8月31日止五个月，公司收入2.21亿港元，净利润1434万港元。公司营收和净利润增长很快，但2020年因为疫情的影响，增速明显放缓。三、综合点评保荐人是均富，历史保荐项目大涨大跌，是做妖的老手，但这次比较蹊跷，均富作为保荐人，居然没有出现在承销团里面，而稳定价格操作人恒宇证券也不承销团里面，虽然这种小盘一般不会卖出绿鞋，稳定价格操作人只是个摆设。本次包销佣金12.5%，超过正常包销佣金水平，可能有抽屉协议。保荐人是做妖老手+香港建筑股+小市值低股价+一个股东(是夫妻可以视为一个老板)+高包销佣金=做妖的概率很高，而且还是往上做。目前已经孖展16倍，最终大概率超购50倍，启动40%回拨，甲乙组各获分1万手，按照4万人申购算，一手中签率15%。郭二侠计划偷鸡申购。久久王一、招股信息二、公司概况久久王(01927)是一家甜食产品制造商，生产及销售甜食产品，包括胶基糖果、压片糖果、充气糖果及硬糖。公司拥有自有品牌酷莎、拉拉卜及久久王。根据资料显示，按收益计，该公司在福建省整体甜食市场排名第二，占2019年该区域市场份额约2.7%及2019年中国市场份额约0.7%。财务数据方面，公司2017财年至2019财年总收益分别为人民币3.36亿元、3.81亿元及4.14亿元，复合年增长率7.9%。同期净利润分别为4641.5万元、3869.6万元及4319.6万元。截至2020年8月31日止八个月，公司收入2.38亿元，同比下降8.4%，净利润2581.8万元，与去年同期持平。三、综合点评小市值股，基本面真没啥好看的，一般都不咋地，真有发展前景市值也不会这么小，就是制糖卖糖果的，不是卖鸭脖那个。本次IPO计息长达10天，这是想吓退散户融资申购。包销佣金14%，再加3%的酌情奖励，一共高达17%。保荐人力高，历史保荐项目暴涨暴跌，是个做妖高手。妖股赌的成分大，郭二侠赌涨。目前孖展38倍，最终大概率超购100倍启动50%回拨，甲乙组各分9900手，按照5万人申购算，一手中签率10%。郭二侠计划偷鸡申购。(编辑：曾盈颖)","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368423496,"gmtCreate":1614349366715,"gmtModify":1703476732967,"author":{"id":"3567198067365241","authorId":"3567198067365241","name":"Yanyanyy","avatar":"https://static.tigerbbs.com/eac42b8d5ad954309acc86e045a380c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不是疯子就是傻子😂","listText":"不是疯子就是傻子😂","text":"不是疯子就是傻子😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368423496","repostId":"1194402715","repostType":4,"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368154769,"gmtCreate":1614302671351,"gmtModify":1703476047518,"author":{"id":"3567198067365241","authorId":"3567198067365241","name":"Yanyanyy","avatar":"https://static.tigerbbs.com/eac42b8d5ad954309acc86e045a380c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"找好公司低估值买入","listText":"找好公司低估值买入","text":"找好公司低估值买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/368154769","repostId":"1184986631","repostType":4,"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554370359678037","authorId":"3554370359678037","name":"cmgdyy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"没毛病，不持有现金","text":"没毛病，不持有现金","html":"没毛病，不持有现金"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":147926090,"gmtCreate":1626328859210,"gmtModify":1626329588847,"author":{"id":"3567198067365241","authorId":"3567198067365241","name":"Yanyanyy","avatar":"https://static.tigerbbs.com/eac42b8d5ad954309acc86e045a380c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>联易融科技上市：背后投资机构很强大 这家大赚50倍</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{ 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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联易融科技上市：背后投资机构很强大 这家大赚50倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 13:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-04-09/doc-ikmxzfmk5852109.shtml><strong>中国基金报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国基金报记者吴君\n　　4月9日，国内供应链金融科技解决方案龙头联易融科技（9959.HK）在港交所挂牌上市，其最大股东是腾讯，它是腾讯To B战略生态圈的核心成员之一。\n　　今天早盘联易融高开，一度涨超10%，截至发稿，联易融报收19.02港元/股，涨幅为8.19%，最新总市值为431亿港元。\n\n　　联易融净筹资超77亿港元\n　　4月9日联易融登陆香港联交所，发行价为17.58港元/股。\n　　据...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-04-09/doc-ikmxzfmk5852109.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/a00745cd781f91ef6ef359064c639fbb","relate_stocks":{"09959":"联易融科技-W"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-04-09/doc-ikmxzfmk5852109.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2126690088","content_text":"中国基金报记者吴君\n　　4月9日，国内供应链金融科技解决方案龙头联易融科技（9959.HK）在港交所挂牌上市，其最大股东是腾讯，它是腾讯To B战略生态圈的核心成员之一。\n　　今天早盘联易融高开，一度涨超10%，截至发稿，联易融报收19.02港元/股，涨幅为8.19%，最新总市值为431亿港元。\n\n　　联易融净筹资超77亿港元\n　　4月9日联易融登陆香港联交所，发行价为17.58港元/股。\n　　据了解，此次联易融上市全球发售约4.53亿股，其中香港发售约1.268亿股，国际发售3.26亿股，每手500股，一手中签率20%，香港发售股份获98.46倍认购，净筹77.138亿港元。\n　　公司公告称，募资将用作以下用途： 约35%用于增强核心科技能力和基础研究与开发；约20%用于扩大跨境业务；约15%用于提升销售及营销、 业务发展及品牌建设等方面的能力；约20%将用于未来三年的战略性投资和收购机会；约10%将用于营运资金和其他一般公司用途。\n　　据了解，联易融最大股东是腾讯，还包括中信资本、正心谷资本、GIC、渣打银行等。据了解，正心谷资本连续4轮加注，是投资联易融轮次最多的机构投资者，投资回报超50倍。此次IPO联易融还引入贝莱德、富达、红杉等基石投资者。\n　　中国供应链科技解决方案提供商排名第一\n　　腾讯To B战略重要成员\n　　公开资料显示，联易融数字科技集团有限公司成立于2016年2月，是国内知名的供应链金融科技解决方案提供商，是腾讯To B战略生态圈的核心成员之一，聚焦于ABCD（AI、区块链、云计算、大数据）等技术在供应链生态的应用，以线上化、场景化、数据化的方式提供创新供应链金融科技解决方案。\n　　据了解，联易融的云原生解决方案可优化供应链金融的支付周期，实现供应链金融全流程的数字化，提升整个供应链金融生态系统的透明度和连通性。\n　　招股书显示，根据灼识咨询数据，联易融科技在2020年处理的供应链金融交易金额达人民币1638亿元，在中国供应链金融科技解决方案提供商中排名第一，市场份额为20.6%。\n　　在《2020年胡润全球独角兽榜》上，中国金融科技独角兽有18家，联易融就是其中一家，企业估值是70亿人民币。目前，公司股东包括腾讯、中信资本、正心谷、新加坡政府投资公司（GIC）、渣打银行、贝塔斯曼（BAI）、招商局创投、创维、泛海投资、普洛斯、微光创投等。\n\n　　我们来简单了解一下联易融做的是什么业务？\n　　作为供应链金融科技企业，联易融主要帮助企业及银行等金融机构解决几个问题：一是打破信息障碍减少信息不对称，因为信息不对称对供应链金融交易的风险评估和管理构成巨大挑战，并使得金融机构很难在遵守其内部风控要求的同时，以较低风险的形式向中小企业提供资金；二是提高效率并降低成本，比如核心企业和金融机构越来越多使用OCR和NLP技术来最大程度地减少手动数据输入和处理；三是增强整个供应链金融生态系统中合作伙伴之间的联通性。\n\n　　联易融的业务主要涉及两大板块：供应链金融解决方案、新兴解决方案。根据招股书披露，截至2020年底，公司服务及建立合作伙伴关系的核心企业超过340家，覆盖25%以上的中国百强企业。其服务的金融机构超过200家，包括全部的中国前20大商业银行，以及中国前20大券商中的16家。\n　　截至2020年12月31日，联易融在中国已累计帮助客户和合作伙伴处理逾人民币2800亿元的供应链金融交易。2020年，公司供应链金融科技解决方案客户留存率高达99%，净扩张率达112%。\n\n　　联易融的盈利模式是基于交易量收取科技解决方案的服务费用，SaaS模式为客户提供了较低的使用成本，通常不收取或仅收取有限的前置实施费。据了解，联易融的供应链金融科技解决方案的客户净扩张率在2019年约为125%，在2020年前9个月约为116%。\n　　业内人士表示，从行业竞争格局看，头部公司基本确立，联易融、蚂蚁及京东数科，联易融是腾讯系的公司，体量和研发实力影响力等比蚂蚁略胜一筹，暂时处于领先地位。\n　　联易融去年经调整净利润1.92亿元\n　　根据招股书披露，联易融从2018-2020年公司收入分别为人民币3.83亿元、7.00亿元及10.29亿元，2020年实现47%的同比增长；同期毛利润分别为1.94亿元、3.63亿元及6.30亿元。\n　　联易融的数据也显示，公司在2018年、2019年纪2020年分别录得年内亏损14.10亿元、10.82亿元及7.15亿元，2020年亏损有所收窄。\n　　但是，在高经营杠杆下，联易融在不断扩大业务规模的同时得以提高利润率和盈利能力，2018年至2020年，公司经调整净利润分别为-1412.5万元，3650.5万元及1.92亿元。\n\n　　我们可以看到联易融目前主要收入来源还是在供应链金融科技解决方案上，来自核心企业云、金融机构云的收入，2020年分别达到4.75亿元、4.46亿元，合计占总收入的89.50%。新兴解决方案，包括跨境云、中小企业信用科技解决方案的收入占比还相对较低。\n\n　　第一大股东是腾讯\n　　林利军连续四轮加注\n　　联易融是腾讯在供应链金融领域的重要布局，跟蚂蚁、京东数科形成竞争，在公司的股东阵容中，腾讯持股18.89%，为最大机构投资方，而中信资本、正心谷资本、GIC、渣打银行等知名投资机构均是公司股东。\n\n　　同时，此次IPO，联易融引入的基石投资者包括贝莱德（BlackRock）、富达国际（Fidelity）、Janus Henderson基金、安大略省教师退休金计划（OTPP）、红杉（Sequoia）等国际长线资金，合共认购逾1.61亿股。\n　　值得一提的是，自2016年初联易融成立以来，正心谷资本连续4轮加注，是投资联易融轮次最多的机构投资者，成为公司最大的投资机构股东之一。正心谷资本由原汇添富基金总经理林利军在2015年创立，过去几年在一级市场投资了不少新经济企业，多家已登录资本市场。\n　　据正心谷资本透露，其在联易融上的投资回报超过50倍。正心谷资本董事总经理赵永生表示，“我们非常看好联易融能够以SaaS为手段，来降低交付和使用的双边成本，服务更多的中小微企业，也是公司实现规模效应的最佳路径。过去几年，以美国为例，Zoom、Snowflake、Salesforce等一批企业服务巨头涌现。”\n　　赵永生也称，自首轮投资至今，正心谷除了提供资金支持外，也在发展战略、业务合作等方面为联易融提供了全面支持，助力公司从单一金融服务向平台化和数字化转型。“我们认为中国的企业服务市场仍是一片蓝海，供应链科技这一细分领域一定会出现百亿美元体量的公司，联易融目前仅切入了围绕核心企业的供应链服务业务，未来还有很大的成长空间。”\n　　在他看来，随着核心企业客户的业务下沉以及数字化渗透，联易融拥有的专业的管理团队和深厚的技术团队，以及腾讯在云计算、AI大数据等领域的科技能力来协同提升服务效率，将会使得联易融的商业模式差异、竞争优势地位更加稳固。\n　　编辑：舰长\n\n扫二维码，3分钟极速开户>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341771012,"gmtCreate":1617861744436,"gmtModify":1617861744436,"author":{"id":"3567198067365241","authorId":"3567198067365241","name":"Yanyanyy","avatar":"https://static.tigerbbs.com/eac42b8d5ad954309acc86e045a380c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"港股终于中了一签！！！","listText":"港股终于中了一签！！！","text":"港股终于中了一签！！！","images":[{"img":"https://static.tigerbbs.com/1bc3fcbbfc0e84835e404eddd47f12f7","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341771012","isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":357734575,"gmtCreate":1617296271097,"gmtModify":1617296271097,"author":{"id":"3567198067365241","authorId":"3567198067365241","name":"Yanyanyy","avatar":"https://static.tigerbbs.com/eac42b8d5ad954309acc86e045a380c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"等待就有了","listText":"等待就有了","text":"等待就有了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357734575","repostId":"2124209114","repostType":4,"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354002610,"gmtCreate":1617111172030,"gmtModify":1617111172030,"author":{"id":"3567198067365241","authorId":"3567198067365241","name":"Yanyanyy","avatar":"https://static.tigerbbs.com/eac42b8d5ad954309acc86e045a380c5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"打过好多次了，希望能中一手，以后不打了，港股打新太坑了，每次都收手续费还不中。","listText":"打过好多次了，希望能中一手，以后不打了，港股打新太坑了，每次都收手续费还不中。","text":"打过好多次了，希望能中一手，以后不打了，港股打新太坑了，每次都收手续费还不中。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354002610","repostId":"2123235668","repostType":2,"repost":{"id":"2123235668","pubTimestamp":1616999639,"share":"https://www.laohu8.com/m/news/2123235668?lang=&edition=full","pubTime":"2021-03-29 14:33","market":"hk","language":"zh","title":"港股打新：联易融科技-W基本面情况到底如何？","url":"https://stock-news.laohu8.com/highlight/detail?id=2123235668","media":"爱投资的小熊猫02","summary":"联易融按今年15亿，对应估值24倍PS。目前发四百多也不算太贵，但也不便宜就是了。","content":"<p><a href=\"https://laohu8.com/S/09959\">联易融科技-W</a>(09959)这篇说说基本面给大家再次做参考下吧，后面大家打不打，打多少还是大家自己决策的。</p><p><a href=\"https://laohu8.com/S/90022\">联易融</a>基本面分析如下：</p><p>①供应链金融不存在没需求的问题，是为了解决行业融资难融资贵等问题应运而生的，行业前景好增速高;②国家鼓励支持;③竞争格局较好，头部企业已经确立(但还要进一步分胜负);④<a href=\"https://laohu8.com/S/00700\">腾讯</a>系的光环，是腾讯(00700)在供应链金融领域的重要棋子，跟蚂蚁、<a href=\"https://laohu8.com/S/JD\">京东</a>数科竞争;⑤业务扩张、财务数据都比较好。潜在风险是自己有部分助贷业务(自己上场，但占比低)，总体瑕不掩瑜。</p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/4508de31da691cf58d19184783a175c3.jpg\" tg-width=\"793\" tg-height=\"432\" referrerpolicy=\"no-referrer\"></p><p><b>一、公司介绍：(成立仅5年，腾讯圈子重要成员，金融科技独角兽)</b></p><p>【我们是一家中国领先的供应链金融科技解决方案提供商。我们的云原生解决方案可优化供应链交易的支付周期，实现供应链金融全工作流程的数字化。我们为核心企业和金融机构客户提供高效可靠的供应链金融科技解决方案，并提升整个供应链金融生态系统中的透明度和连通性。根据灼识咨询数据，在2020年前9个月，我们处理的供应链金融交易金额达人民币1,223亿元，在中国供应链金融科技解决方案提供商中排名第一，市场份额为20.5%。】</p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/06090ccf48c99520c7040b88e3319d6b.jpg\" tg-width=\"554\" tg-height=\"504\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/2d60a61ea07425c56c70c08059be8f85.jpg\" tg-width=\"554\" tg-height=\"112\" referrerpolicy=\"no-referrer\"></p><p><b>二、生意模式</b></p><p>首先先解释一下供应链金融，这个东西挺复杂的，用我的理解尽量通俗解释一下，希望没翻车。</p><p>打开门做生意，就有几样东西，①一个是库存，大多数生意都不可能等生意来了再生产交货，所以需要备货，还没客户还没收到钱就要先生产(这里就要自己先解决组织备货需要的资金问题);②有了订单，客户可能只给你少量的订金(会计科目里的“预收款项”)，这又得自己解决生产所需要的资金问题;③交了货之后可能也不会马上收到全部货款，还有部分要几个月半年甚至更长的时间才能收到，形成会计科目里的“应收账款”。这几个过程中，通常靠自己现有资金是有缺口的，需要借钱周转(融资)。</p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/4d4055c29994c7cd544a8ff1b94734c0.jpg\" tg-width=\"554\" tg-height=\"335\" referrerpolicy=\"no-referrer\"></p><p>企业传统融资的痛点是融资难、融资贵、融资险、融资乱(以银行为中心，向银行借钱可不是容易的事，效率低要求高是常识);对银行来说，它也没办法，有些企业不是国家逼着借它还不想借了(缺乏可靠的抵押物可靠的财务数据，钱少事多风险大，也因为风险大所以风险溢价也高融资贵是正常的)，这里的问题主要是信息、数据不透明不可靠、企业信用资质或可靠抵押物不足造成的。</p><p><b>供应链金融就是为了解决、缓解上述痛点问题的(参考下面几个图)，这个转变背后本质是融资的过程由单一银行主导改为核心企业利用其本身“强信用”“强数据”(即熟悉产业链以及供应链企业真实供需、财务情况)”的优势为其供应链企业“增信背书”。</b></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/14fb94f3523fee7efb1f9a90dfe8ae5f.jpg\" tg-width=\"554\" tg-height=\"250\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/40af3a28279702a24ba8217f7568ea79.jpg\" tg-width=\"554\" tg-height=\"344\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/50a2170687c37a20d860a34f5a74f22c.jpg\" tg-width=\"554\" tg-height=\"244\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/cacdfcf9120f8e6ac0334290ab65b710.jpg\" tg-width=\"554\" tg-height=\"200\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/0112673c09e1e50f498a579917f12d8d.jpg\" tg-width=\"554\" tg-height=\"391\" referrerpolicy=\"no-referrer\"></p><p><b>这这个产业链中，以联易融为代表的供应链金融科技企业就是要帮助企业及银行等金融机构解决以下几个问题：</b></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/b6b5caeffc9d51ede9d053bbb3899728.jpg\" tg-width=\"554\" tg-height=\"190\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/11b84899bc023b27b491533c7db4f385.jpg\" tg-width=\"554\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/e59faa89b3b35f8995f231bbdbf68bd3.jpg\" tg-width=\"554\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p><p><b>有上述业务衍生出联易融的盈利模式：(靠收服务费或佣金，按交易额百分比，这点类似电商企业按GMV收佣金  模式成熟了投入是有限的，对新的客户或行业复制一下+小改就行，扩张业务不需要增加很大的投入，产出却可以很大很大 这是很好的生意模式)</b></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/b68dc4d310d2557bc2019f606da2e1bd.jpg\" tg-width=\"554\" tg-height=\"196\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/fa2d9fcd01665d2d4c4add34728d172f.jpg\" tg-width=\"554\" tg-height=\"97\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/503e3c8306bafe37f377a85a9ff8fbc4.jpg\" tg-width=\"554\" tg-height=\"98\" referrerpolicy=\"no-referrer\"></p><p><b>三、行业前景(不存在有没需求问题 更多在于供给服务是否优质)</b></p><p>上面着重介绍了产业的痛点，谁能解决好这个痛点问题肯定是不存在需求问题，是有没这么好的优质供给优质服务的问题。供应链金融科技又分成大公司自己投入解决以及交给第三方公司(比如联易融)，<b>第三方按支出计算，从预期从19年的100亿增长到24年的693亿，复合增速47.3%。蛋糕是比较大的，增速也很快，就看谁能吃到。</b></p><p><b>第三方的优势是相对独立，更专业，比自己搭建成本更低，缺点就是经营秘密被泄露被不当利用的风险，对于缺钱缺人缺技术或者嫌麻烦的企业给第三方还是大势所趋</b>【根据灼识咨询估计，自主研发具有AI和大数据技术能力的供应链金融系统通常需要人民币30百万元至人民币40百万元的前期成本，以及每年人民币5百万元至人民币15百万元的维护升级费用，而我们通常不收取或仅收取有限的前置实施费，一般在人民币5百万元以内。】</p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/7c38abde46c2d7266120d680d237f215.jpg\" tg-width=\"554\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/50a8bb6567685b3a78ec9ab31753f969.jpg\" tg-width=\"554\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/6ece43f2f84173f3e6e388b0defa5d99.jpg\" tg-width=\"554\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p><p><b>四、竞争格局与公司地位</b></p><p>(行业相对集中，头部公司基本确立，联易融、蚂蚁以及京东数科，联易融可以说是腾讯系，也就是背后其实是腾讯、阿里、京东的厮杀，联易融跟蚂蚁金服咬的比较紧，差距微乎其微，论体量论研发实力影响力等蚂蚁都要略胜一筹的，所以联易融暂时取得领先，但也不是高枕无忧)</p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/32e434e2bd1fa41a1f1b2350781dd9b0.jpg\" tg-width=\"554\" tg-height=\"282\" referrerpolicy=\"no-referrer\"></p><p><b>五、业务与财务情况</b></p><p>业务发展迅速，这个可以参考①下面的客户数增长率(包括核心客户)(20年核心企业客户数量将近翻倍)、客户留存率(99%)还是总的交易额增速(182%、92%);</p><p>②收入快速增长(83%、52%)，对五大客户的依赖度却在降低，说明开拓了更多的核心客户，过于依赖单一客户的风险在降低【于2018年及2019年及截至2020年9月30日止九个月，来自五大客户的收入及收益分别占我们同期总收入及收益的69.0%、47.6%及37.9%】</p><p>③除了收入快速增长，毛利率也通用快速拔高，从50.6%提到58.7%，经调整利润率也从-3.7%提到16%，也就是20年非但没有受疫情因素影响下滑反而是大发展的一年，这跟百融对比一下是不是感受更明显?</p><p>【自2016年成立以来，我们已服务290多家核心企业，其中包括25%以上的中国百强企业，并与超过180家金融机构合作，以及93,000余家中小企业和近100家专业机构和数据提供商。截至2020年9月30日，我们在中国已累积帮助客户和合作伙伴处理近人民币2,500亿元的供应链金融交易】</p><p>【我们的供应链金融科技解决方案处理的总交易额从2018年的人民币293亿元增长到2019年的人民币826亿元，实现了182%的快速增长，继而又增长到截至2020年9月30日止九个月的人民币1,223亿元，同比2019年增长92%。我们的总收入及收益也从2018年的人民币3.83亿元增长到2019年的人民币7.00亿元，增速达83%，并在截至2020年9月30日止九个月实现52%的同比增长，达到人民币8.08亿元。得益于我们的高经营杠杆，在我们不断扩大业务规模的过程中同时能够提高利润率和盈利能力。我们的经调整净利润截至2020年9月30日止九个月达到人民币1.3亿元，而2019年同期为人民币3,700万元】</p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/11ace67f1dad004f9643c692e4808212.jpg\" tg-width=\"554\" tg-height=\"410\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/7c1ff322b14ccdda23cc5154ae0f415a.jpg\" tg-width=\"554\" tg-height=\"303\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/b4c2130e151c0fd70d9b5cde3537f797.jpg\" tg-width=\"554\" tg-height=\"197\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/15cb52f253b7b4c8181a5f934d4035f3.jpg\" tg-width=\"554\" tg-height=\"294\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/66bac445c1fc56797082b00e43d3c806.jpg\" tg-width=\"553\" tg-height=\"287\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/ee459b82f67067b9efeb7e516d5354d8.jpg\" tg-width=\"554\" tg-height=\"334\" referrerpolicy=\"no-referrer\"></p><p><b>六、股东结构：</b>腾讯占19%，妥妥的大股东(但是同股不同权)，新加坡GIC也有9%，如上面提到的，联易融就是腾讯系，背后是腾讯给了很多的产业资源与协助。</p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/69d10af73acd38388839269ca91c3a3b.jpg\" tg-width=\"554\" tg-height=\"83\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/6b5766c187b917dceaa9ae3f1c746dd3.jpg\" tg-width=\"554\" tg-height=\"86\" referrerpolicy=\"no-referrer\"></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/1426cdcaff15654f2a45b4fa39b1e26d.jpg\" tg-width=\"554\" tg-height=\"341\" referrerpolicy=\"no-referrer\"></p><p><b>七、估值</b></p><p>目前市场上saas的估值除<a href=\"https://laohu8.com/S/00909\">明源云</a>外大致回落都20倍PS,明源云对应今年利润还有26倍PS,联易融按今年15亿，对应估值24倍PS。目前发四百多也不算太贵，但也不便宜就是了。</p><p><b>小结：</b></p><p>①供应链金融不存在没需求的问题，是为了解决行业融资难融资贵等问题应运而生的，行业前景好增速高;②国家鼓励支持;③竞争格局较好，头部企业已经确立(但还要进一步分胜负);④腾讯系的光环，是腾讯在供应链金融领域的重要棋子，跟蚂蚁、京东数科竞争;⑤业务扩张、财务数据都比较好。潜在风险是自己有部分助贷业务(自己上场，但占比低)，总体瑕不掩瑜。</p>","source":"lsy1617001435084","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>港股打新：联易融科技-W基本面情况到底如何？</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港股打新：联易融科技-W基本面情况到底如何？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-29 14:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/437085.html><strong>爱投资的小熊猫02</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>联易融科技-W(09959)这篇说说基本面给大家再次做参考下吧，后面大家打不打，打多少还是大家自己决策的。联易融基本面分析如下：①供应链金融不存在没需求的问题，是为了解决行业融资难融资贵等问题应运而生的，行业前景好增速高;②国家鼓励支持;③竞争格局较好，头部企业已经确立(但还要进一步分胜负);④腾讯系的光环，是腾讯(00700)在供应链金融领域的重要棋子，跟蚂蚁、京东数科竞争;⑤业务扩张、财务数据...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/437085.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/b1394d8858f846b3232bf869e3020424","relate_stocks":{"09959":"联易融科技-W"},"source_url":"http://www.zhitongcaijing.com/content/detail/437085.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123235668","content_text":"联易融科技-W(09959)这篇说说基本面给大家再次做参考下吧，后面大家打不打，打多少还是大家自己决策的。联易融基本面分析如下：①供应链金融不存在没需求的问题，是为了解决行业融资难融资贵等问题应运而生的，行业前景好增速高;②国家鼓励支持;③竞争格局较好，头部企业已经确立(但还要进一步分胜负);④腾讯系的光环，是腾讯(00700)在供应链金融领域的重要棋子，跟蚂蚁、京东数科竞争;⑤业务扩张、财务数据都比较好。潜在风险是自己有部分助贷业务(自己上场，但占比低)，总体瑕不掩瑜。一、公司介绍：(成立仅5年，腾讯圈子重要成员，金融科技独角兽)【我们是一家中国领先的供应链金融科技解决方案提供商。我们的云原生解决方案可优化供应链交易的支付周期，实现供应链金融全工作流程的数字化。我们为核心企业和金融机构客户提供高效可靠的供应链金融科技解决方案，并提升整个供应链金融生态系统中的透明度和连通性。根据灼识咨询数据，在2020年前9个月，我们处理的供应链金融交易金额达人民币1,223亿元，在中国供应链金融科技解决方案提供商中排名第一，市场份额为20.5%。】二、生意模式首先先解释一下供应链金融，这个东西挺复杂的，用我的理解尽量通俗解释一下，希望没翻车。打开门做生意，就有几样东西，①一个是库存，大多数生意都不可能等生意来了再生产交货，所以需要备货，还没客户还没收到钱就要先生产(这里就要自己先解决组织备货需要的资金问题);②有了订单，客户可能只给你少量的订金(会计科目里的“预收款项”)，这又得自己解决生产所需要的资金问题;③交了货之后可能也不会马上收到全部货款，还有部分要几个月半年甚至更长的时间才能收到，形成会计科目里的“应收账款”。这几个过程中，通常靠自己现有资金是有缺口的，需要借钱周转(融资)。企业传统融资的痛点是融资难、融资贵、融资险、融资乱(以银行为中心，向银行借钱可不是容易的事，效率低要求高是常识);对银行来说，它也没办法，有些企业不是国家逼着借它还不想借了(缺乏可靠的抵押物可靠的财务数据，钱少事多风险大，也因为风险大所以风险溢价也高融资贵是正常的)，这里的问题主要是信息、数据不透明不可靠、企业信用资质或可靠抵押物不足造成的。供应链金融就是为了解决、缓解上述痛点问题的(参考下面几个图)，这个转变背后本质是融资的过程由单一银行主导改为核心企业利用其本身“强信用”“强数据”(即熟悉产业链以及供应链企业真实供需、财务情况)”的优势为其供应链企业“增信背书”。这这个产业链中，以联易融为代表的供应链金融科技企业就是要帮助企业及银行等金融机构解决以下几个问题：有上述业务衍生出联易融的盈利模式：(靠收服务费或佣金，按交易额百分比，这点类似电商企业按GMV收佣金  模式成熟了投入是有限的，对新的客户或行业复制一下+小改就行，扩张业务不需要增加很大的投入，产出却可以很大很大 这是很好的生意模式)三、行业前景(不存在有没需求问题 更多在于供给服务是否优质)上面着重介绍了产业的痛点，谁能解决好这个痛点问题肯定是不存在需求问题，是有没这么好的优质供给优质服务的问题。供应链金融科技又分成大公司自己投入解决以及交给第三方公司(比如联易融)，第三方按支出计算，从预期从19年的100亿增长到24年的693亿，复合增速47.3%。蛋糕是比较大的，增速也很快，就看谁能吃到。第三方的优势是相对独立，更专业，比自己搭建成本更低，缺点就是经营秘密被泄露被不当利用的风险，对于缺钱缺人缺技术或者嫌麻烦的企业给第三方还是大势所趋【根据灼识咨询估计，自主研发具有AI和大数据技术能力的供应链金融系统通常需要人民币30百万元至人民币40百万元的前期成本，以及每年人民币5百万元至人民币15百万元的维护升级费用，而我们通常不收取或仅收取有限的前置实施费，一般在人民币5百万元以内。】四、竞争格局与公司地位(行业相对集中，头部公司基本确立，联易融、蚂蚁以及京东数科，联易融可以说是腾讯系，也就是背后其实是腾讯、阿里、京东的厮杀，联易融跟蚂蚁金服咬的比较紧，差距微乎其微，论体量论研发实力影响力等蚂蚁都要略胜一筹的，所以联易融暂时取得领先，但也不是高枕无忧)五、业务与财务情况业务发展迅速，这个可以参考①下面的客户数增长率(包括核心客户)(20年核心企业客户数量将近翻倍)、客户留存率(99%)还是总的交易额增速(182%、92%);②收入快速增长(83%、52%)，对五大客户的依赖度却在降低，说明开拓了更多的核心客户，过于依赖单一客户的风险在降低【于2018年及2019年及截至2020年9月30日止九个月，来自五大客户的收入及收益分别占我们同期总收入及收益的69.0%、47.6%及37.9%】③除了收入快速增长，毛利率也通用快速拔高，从50.6%提到58.7%，经调整利润率也从-3.7%提到16%，也就是20年非但没有受疫情因素影响下滑反而是大发展的一年，这跟百融对比一下是不是感受更明显?【自2016年成立以来，我们已服务290多家核心企业，其中包括25%以上的中国百强企业，并与超过180家金融机构合作，以及93,000余家中小企业和近100家专业机构和数据提供商。截至2020年9月30日，我们在中国已累积帮助客户和合作伙伴处理近人民币2,500亿元的供应链金融交易】【我们的供应链金融科技解决方案处理的总交易额从2018年的人民币293亿元增长到2019年的人民币826亿元，实现了182%的快速增长，继而又增长到截至2020年9月30日止九个月的人民币1,223亿元，同比2019年增长92%。我们的总收入及收益也从2018年的人民币3.83亿元增长到2019年的人民币7.00亿元，增速达83%，并在截至2020年9月30日止九个月实现52%的同比增长，达到人民币8.08亿元。得益于我们的高经营杠杆，在我们不断扩大业务规模的过程中同时能够提高利润率和盈利能力。我们的经调整净利润截至2020年9月30日止九个月达到人民币1.3亿元，而2019年同期为人民币3,700万元】六、股东结构：腾讯占19%，妥妥的大股东(但是同股不同权)，新加坡GIC也有9%，如上面提到的，联易融就是腾讯系，背后是腾讯给了很多的产业资源与协助。七、估值目前市场上saas的估值除明源云外大致回落都20倍PS,明源云对应今年利润还有26倍PS,联易融按今年15亿，对应估值24倍PS。目前发四百多也不算太贵，但也不便宜就是了。小结：①供应链金融不存在没需求的问题，是为了解决行业融资难融资贵等问题应运而生的，行业前景好增速高;②国家鼓励支持;③竞争格局较好，头部企业已经确立(但还要进一步分胜负);④腾讯系的光环，是腾讯在供应链金融领域的重要棋子，跟蚂蚁、京东数科竞争;⑤业务扩张、财务数据都比较好。潜在风险是自己有部分助贷业务(自己上场，但占比低)，总体瑕不掩瑜。","news_type":1},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}