EmmA的个人主页 - 老虎社区

EmmA

EmmA

暂无个人介绍

IP属地：未知

130关注

5粉丝

11主题

0勋章

2021-02-10

$OncoCyte Corporation(OCX)$目标价位：150美金五年后

2021-06-22

骗骗无知的基民吧？

抱歉，原内容已删除

2021-02-17

都是**

抱歉，原内容已删除

2021-02-17

$特斯拉(TSLA)$国内生产特斯拉装配的配件80%是国产厂家，招回的配件更换都是配套厂家的产品，特斯拉是名誉受到影响，损失都是厂家的问题，否则配件厂家会被踢出供应链体系！

2021-02-10

$容联云(RAAS)$16美金还没有开盘，中概股就是上涨下跌等待过几个月8元在买入

2021-02-09

白菜韭菜

抱歉，原内容已删除

2021-06-22

企业的发展及创新能力是产品的技术发展及市场份额的增长空间，说白话就是产品价格的下降及市场份额的增长，学几天金融就明白企业的管理水平就是笑话！等待打脸吧！[喷血]

抱歉，原内容已删除

2021-06-14

能不能行吗？什么都来割韭菜盒子.韭菜花也能上市？

一年卖出3.6亿只粽子：百年老字号五芳斋冲刺IPO

2021-04-07

说说你对这篇新闻的看法...

抱歉，原内容已删除

2021-01-30

o$台积电(TSM)$

2021-06-22

什么魔女都会变成妖女，木头姐怎么样？一样被市场所淘汰！

抱歉，原内容已删除

2021-06-18

当年中国石油中签多爽，

此生还有解套希望？中国石油连续大涨创一年新高

2021-06-12

这种股票是骗子玩得杀猪盘游戏！骗骗新生婴儿肥宝可以有效

研控科技盘中异动股价大涨5.13%报13.70美元

2021-05-11

开错了药方了[喷血]

老龄化程度加深！复盘日本十倍股，A股潜力股名单来了

2021-05-06

是暂时放弃知识产权，不是永远放弃！[贱笑]

抱歉，原内容已删除

2021-04-28

出口二万台以上车还有多少路要走？

抱歉，原内容已删除

2021-03-31

[开心]赔那么一点点小事还有赔12万的人陪着你一起玩耍

@Kyler92:$ARKG 20210416 95.0 CALL(ARKG)$ok...

2021-03-29

说说你对这篇新闻的看法...

这些毛病，得治！聚焦新能源汽车行业发展隐忧

2021-03-29

说说你对这篇新闻的看法...

These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan

2021-03-10

快啦！你等待着吧！[看跌]

@远东小巴韭特:$Foresight Autonomous Holdings Ltd.(FRSX)$给我跌到三块我就进场试试

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3568384496871651,"uuid":"3568384496871651","gmtCreate":1605290474769,"gmtModify":1614911052812,"name":"EmmA","pinyin":"emma","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":130,"tweetSize":31,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":11,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":129663032,"gmtCreate":1624371202226,"gmtModify":1624371202226,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"企业的发展及创新能力是产品的技术发展及市场份额的增长空间，说白话就是产品价格的下降及市场份额的增长，学几天金融就明白企业的管理水平就是笑话！等待打脸吧！[喷血]&nbsp;","listText":"企业的发展及创新能力是产品的技术发展及市场份额的增长空间，说白话就是产品价格的下降及市场份额的增长，学几天金融就明白企业的管理水平就是笑话！等待打脸吧！[喷血]&nbsp;","text":"企业的发展及创新能力是产品的技术发展及市场份额的增长空间，说白话就是产品价格的下降及市场份额的增长，学几天金融就明白企业的管理水平就是笑话！等待打脸吧！[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129663032","repostId":"1111640986","repostType":4,"isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129615497,"gmtCreate":1624370817619,"gmtModify":1624370817619,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"骗骗无知的基民吧？","listText":"骗骗无知的基民吧？","text":"骗骗无知的基民吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129615497","repostId":"1111640986","repostType":4,"isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129634386,"gmtCreate":1624370644545,"gmtModify":1624370644545,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"什么魔女都会变成妖女，木头姐怎么样？一样被市场所淘汰！","listText":"什么魔女都会变成妖女，木头姐怎么样？一样被市场所淘汰！","text":"什么魔女都会变成妖女，木头姐怎么样？一样被市场所淘汰！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129634386","repostId":"1111640986","repostType":4,"isVote":1,"tweetType":1,"viewCount":1907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":168114202,"gmtCreate":1623964947406,"gmtModify":1623964947406,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"当年中国石油中签多爽，","listText":"当年中国石油中签多爽，","text":"当年中国石油中签多爽，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168114202","repostId":"2143189761","repostType":2,"repost":{"id":"2143189761","pubTimestamp":1623814493,"share":"https://www.laohu8.com/m/news/2143189761?lang=&edition=full","pubTime":"2021-06-16 11:34","market":"us","language":"zh","title":"此生还有解套希望？中国石油连续大涨创一年新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2143189761","media":"证券之星原创","summary":"近期，中国石油股价连续大涨。截至发稿，中国石油为5.4元/股，涨幅为3.06%，创下年内新高。而相对于2021年2月4日触及年内低点4.05元/股，中国石油年内涨幅已高达30%。国际油价的上升中石油股价的罕见上涨是和当前整个石油市场大规模涨价密不可分的一个趋势。所以中国石油的上涨与国际油价的上升密不可分。不过也有不少机构看好中国石油，比如，OPEC就预期今年下半年石油需求将大涨。","content":"<html><body><article><p>近期，<a href=\"https://laohu8.com/S/601857\">中国石油</a>股价连续大涨。截至发稿，中国石油为5.4元/股，涨幅为3.06%，创下年内新高。</p><p>而相对于2021年2月4日触及年内低点4.05元/股，中国石油年内涨幅已高达30%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210616113707019v2351if9pfpuz9y\"/><p>2007年11月5日，中国石油上市了。中国石油开盘价位48.6，然后股价只涨了2分钱，就开始一路下跌。甚至有股民买在48.62元/股，这一套就是14年。</p><p>此外，其余石油股也涨势喜人。整个石油矿业板块在<a href=\"https://laohu8.com/S/PTR\">中石油</a>的带动下领涨两市。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210616113709287v2352myfmp1o1bm\"/><p><strong>中国石油是因什么上涨呢？股民还有解套的希望吗？</strong></p><p><strong>国际油价的上升</strong></p><p>中石油股价的罕见上涨是和当前整个石油市场大规模涨价密不可分的一个趋势。国际原油价格13年下跌了92%，中国石油的盈利盈利13年下滑了90%，股票的价格13年下跌了92%。</p><p>去年疫情期间，整个石油价格由地板价进行保护，但是那个时候中石油的利润水平却并没有我们想象中的那么高。</p><p>反而在国际油价上涨的时候，中国石油反而有了比较好的市场发展的基础，毛利率将提高，公司的盈利能力也得到提高，这就是中石油特殊的属性所决定的。资料显示，从2020年5月份，石油价格就开始了上涨，目前涨幅为112%。</p><p>去年一季度中石油的毛利率只有16%，现在高达23%。所以中国石油的上涨与国际油价的上升密不可分。</p><p><strong>股民还有解套的希望吗？</strong></p><p>值得注意的是，<span>毛利</span>的上涨，并不是可以持续的。所以，如果未来原油价格能持续上涨，中石油股价的上涨将是大概率事件。</p><p>如果仅仅依靠这种宏观条件来支撑股价上涨的话，这种上涨还是不稳定的，甚至有较大风险的，所以中国石油当前的上涨只是波段性的，或者说是一定阶段程度的上涨。</p><p>不过也有不少机构看好中国石油，比如，OPEC就预期今年下半年石油需求将大涨。此外，<a href=\"https://laohu8.com/S/GS\">高盛</a>等多家机构也发布研报表示，预计石油需求将继续复苏。</p><p><a href=\"https://laohu8.com/S/601788\">光大证券</a>也表示，由于油价上升提振上游板块业绩，加上中石油在天然气管道板块盈利能力大幅改善、减油增化战略布局逐步完成后竞争优势将更为明显，未来存在一定的上涨空间，给出了买入评级。</p></article></body></html>","source":"tencent","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>此生还有解套希望？中国石油连续大涨创一年新高</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此生还有解套希望？中国石油连续大涨创一年新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 11:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061611371179c6aa4a&s=b><strong>证券之星原创</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，中国石油股价连续大涨。截至发稿，中国石油为5.4元/股，涨幅为3.06%，创下年内新高。而相对于2021年2月4日触及年内低点4.05元/股，中国石油年内涨幅已高达30%。2007年11月5日，中国石油上市了。中国石油开盘价位48.6，然后股价只涨了2分钱，就开始一路下跌。甚至有股民买在48.62元/股，这一套就是14年。此外，其余石油股也涨势喜人。整个石油矿业板块在中石油的带动下领涨两市。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061611371179c6aa4a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d26deea7720c8db4c30c727d9798d48e","relate_stocks":{"601857":"中国石油"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061611371179c6aa4a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2143189761","content_text":"近期，中国石油股价连续大涨。截至发稿，中国石油为5.4元/股，涨幅为3.06%，创下年内新高。而相对于2021年2月4日触及年内低点4.05元/股，中国石油年内涨幅已高达30%。2007年11月5日，中国石油上市了。中国石油开盘价位48.6，然后股价只涨了2分钱，就开始一路下跌。甚至有股民买在48.62元/股，这一套就是14年。此外，其余石油股也涨势喜人。整个石油矿业板块在中石油的带动下领涨两市。中国石油是因什么上涨呢？股民还有解套的希望吗？国际油价的上升中石油股价的罕见上涨是和当前整个石油市场大规模涨价密不可分的一个趋势。国际原油价格13年下跌了92%，中国石油的盈利盈利13年下滑了90%，股票的价格13年下跌了92%。去年疫情期间，整个石油价格由地板价进行保护，但是那个时候中石油的利润水平却并没有我们想象中的那么高。反而在国际油价上涨的时候，中国石油反而有了比较好的市场发展的基础，毛利率将提高，公司的盈利能力也得到提高，这就是中石油特殊的属性所决定的。资料显示，从2020年5月份，石油价格就开始了上涨，目前涨幅为112%。去年一季度中石油的毛利率只有16%，现在高达23%。所以中国石油的上涨与国际油价的上升密不可分。股民还有解套的希望吗？值得注意的是，毛利的上涨，并不是可以持续的。所以，如果未来原油价格能持续上涨，中石油股价的上涨将是大概率事件。如果仅仅依靠这种宏观条件来支撑股价上涨的话，这种上涨还是不稳定的，甚至有较大风险的，所以中国石油当前的上涨只是波段性的，或者说是一定阶段程度的上涨。不过也有不少机构看好中国石油，比如，OPEC就预期今年下半年石油需求将大涨。此外，高盛等多家机构也发布研报表示，预计石油需求将继续复苏。光大证券也表示，由于油价上升提振上游板块业绩，加上中石油在天然气管道板块盈利能力大幅改善、减油增化战略布局逐步完成后竞争优势将更为明显，未来存在一定的上涨空间，给出了买入评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185622991,"gmtCreate":1623647094713,"gmtModify":1623647094713,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"能不能行吗？什么都来割韭菜盒子.韭菜花也能上市？","listText":"能不能行吗？什么都来割韭菜盒子.韭菜花也能上市？","text":"能不能行吗？什么都来割韭菜盒子.韭菜花也能上市？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185622991","repostId":"2142033224","repostType":4,"repost":{"id":"2142033224","pubTimestamp":1623641696,"share":"https://www.laohu8.com/m/news/2142033224?lang=&edition=full","pubTime":"2021-06-14 11:34","market":"us","language":"zh","title":"一年卖出3.6亿只粽子：百年老字号五芳斋冲刺IPO ","url":"https://stock-news.laohu8.com/highlight/detail?id=2142033224","media":"新浪财经综合","summary":"百年老字号冲刺IPO 董事长却说：“不会包粽子”来源：全景财经老字号在资本市场上还香吗？端午节来临之际，百年“老字号”企业浙江五芳斋实业股份有限公司的A股上市申请获受理，拟冲击“粽子第一股”。招股书显示，2020年五芳斋全年销售了3.66亿只粽子，粽子系列产品贡献了16.44亿元的营收，占总营收比例的7成。图/五芳斋招股书一年卖出3.66亿只粽子营收净利双下滑五芳斋这一纸招股书一经披露，其业绩的面纱也被揭开。","content":"<p>老字号在资本市场上还香吗？</p>\n<p>端午节来临之际，百年“老字号”企业浙江五芳斋实业股份有限公司（以下简称“五芳斋”）的A股上市申请获受理，拟冲击“粽子第一股”。</p>\n<p>招股书显示，2020年五芳斋全年销售了3.66亿只粽子，粽子系列产品贡献了16.44亿元的营收，占总营收比例的7成。</p>\n<p>此次IPO，五芳斋拟募资11亿元，用于五芳斋三期<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>食品车间建设等5个项目。</p>\n<p><img src=\"https://static.tigerbbs.com/02f1ea7ce0140e1734c7d7d38b9fad10\" tg-width=\"550\" tg-height=\"218\" referrerpolicy=\"no-referrer\">图/五芳斋招股书</p>\n<p>在新式餐饮品牌不断奔赴资本市场之际，五芳斋这家传统食品企业在此时选择冲击IPO，究竟是为何？</p>\n<p>百年老字号冲击A股</p>\n<p>“100岁，正年轻。”这是五芳斋在自家官网上的自述。据了解，“五芳斋”的历史可追溯至1921年，距今刚好100年。</p>\n<p>作为全国首批“中华老字号”企业之一，2004年五芳斋被国家商标局认定为中国驰名商标。公司的粽子制作方法源于百年传承的传统工艺，该制作技艺于2011年被文化部收录进第三批国家级非物质文化遗产名录。</p>\n<p>早在2019年，五芳斋就开始尝试探寻上市之路。当年4月五芳斋与<a href=\"https://laohu8.com/S/000776\">广发证券</a>签署上市辅导协议，但时隔五个月后，双方一致决定终止上市辅导，其上市辅导随后转至<a href=\"https://laohu8.com/S/601995\">中金公司</a>。</p>\n<p>2020年9月，五芳斋的上市辅导机构又由<a href=\"https://laohu8.com/S/601878\">浙商证券</a>接手，经过三家券商倒腾，今年3月五芳斋终于完成上市辅导。</p>\n<p>招股书信息显示，此次上市主体五芳斋，经浙江省人民政府证券委员会批准，由嘉兴市五芳斋粽子公司整体改组，同时吸纳嘉兴百货、嘉兴肉类中心、嘉兴酿造、嘉兴农科院及582名自然人共同作为发起人，于1998年发起设立的股份有限公司。</p>\n<p>上述股份有限公司设立3年后，五芳斋开始进行国有股转让，从而在经过多轮增资和股权转让后，由国资变身为民企。</p>\n<p><img src=\"https://static.tigerbbs.com/6594a3b61f07dc6ffa539fc3a02dd578\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\">图/五芳斋招股书</p>\n<p>截至招股书签署日，五芳斋集团直接和间接持有发行人3782.45万股股份，合计占总股本的50.06%，为发行人的控股股东。</p>\n<p>而厉建平与厉昊嘉父子通过五芳斋集团合计间接控制发行人50.06%的股份，为发行人的实际控制人。其中，厉建平任公司董事长、五芳斋集团董事长，厉昊嘉任公司董事兼总审计师。</p>\n<p>有意思的是，在一个媒体采访中，厉建平坦言自己“不会包粽子”。媒体追问他：“连包粽子都不会，又如何执掌五芳斋？”</p>\n<p>面对媒体的犀利发问，他表示：“五芳斋虽然是老字号，但它已不是传统意义上的老字号作坊。领导一个作坊，跟领导一家现代化的企业集团是两个概念。前者靠师傅传、帮、带，后者需要现代化的企业经营理念和管理体制。”</p>\n<p>值得一提的是，<a href=\"https://laohu8.com/S/000895\">双汇发展</a>（000895）持有五芳斋150万股股份，持股占比1.99%，为其第八大股东。此外，双汇发展还是五芳斋的第一大供应商，2020年采购金额为7836.76万元。</p>\n<p><img src=\"https://static.tigerbbs.com/4ce1fd52006b40b2e0d845dbb82f6d47\" tg-width=\"550\" tg-height=\"375\" referrerpolicy=\"no-referrer\">图/五芳斋招股书</p>\n<p>一年卖出3.66亿只粽子&nbsp;营收净利双下滑</p>\n<p>五芳斋这一纸招股书一经披露，其业绩的面纱也被揭开。</p>\n<p>做了百年粽子的五芳斋核心业务自然是粽子。2018年至2020年，五芳斋分别销售4.11亿、4.08亿、3.66亿只粽子，对应的销售额分别为15.02亿元、16.09亿元、16.44亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/1684b101223020f362be7873b0c20ed9\" tg-width=\"550\" tg-height=\"239\" referrerpolicy=\"no-referrer\">图/五芳斋招股书</p>\n<p>近几年，粽子系列业务对五芳斋总营收的贡献由2018年的66.28%提升至2020年的70.77%。</p>\n<p>然而从销售数量也可以看出，近年来五芳斋的粽子业务销量一直在下滑，销量下滑但销售总额在上涨，这意味着粽子单价在上涨，2018年五芳斋粽子单价为2.99元/100g，2020年上涨至3.68元/100g。</p>\n<p><img src=\"https://static.tigerbbs.com/9dab36a476357cea830bace8839168c1\" tg-width=\"550\" tg-height=\"167\" referrerpolicy=\"no-referrer\">图/五芳斋招股书</p>\n<p>由于产量巨大，五芳斋的粽子也并非全由自己生产，2020年，其通过委托加工模式生产的粽子产量占粽子总产量的25.01%，即每4个五芳斋粽子里就有1个外包的。</p>\n<p>综合来看，近几年五芳斋的营收规模表现较为稳定，但其业绩在2020年出现一定下滑。</p>\n<p>2018年至2020年期间，五芳斋分别实现营收24.23亿元、25.07亿元、24.21亿元；同期归母净利润分别为0.97亿元、1.63亿元、1.42亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/86494e410ca9219baa49eea389341a86\" tg-width=\"550\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p>\n<p>五芳斋坦言，2020年，新冠疫情对其经营业绩产生了负面影响。未来若由于行业竞争加剧、下游市场波动等原因导致公司主要产品供需发生不利变化，可能对公司业务开展产生影响，并可能导致公司经营业务发生下滑。</p>\n<p>粽子市场未来还有多大想象空间？</p>\n<p>粽子是中国历史文化积淀深厚的传统美食代表。一颗小小的粽子背靠的也是一个百亿级的市场。</p>\n<p>据五芳斋招股书显示，2015年中国粽子市场规模为49.16亿元，到2019年增长至73.37亿元，复合增长率达10.53%。未来，随着传统文化的回归与弘扬，叠加粽子方便食品的属性，预计到2024年中国粽子市场规模将增长至102.91亿元，2020年至2024年复合增长率预计为7%。</p>\n<p><img src=\"https://static.tigerbbs.com/bd0bce641086e3485e0a8235d3acc9d1\" tg-width=\"550\" tg-height=\"352\" referrerpolicy=\"no-referrer\">图/五芳斋招股书</p>\n<p>从上图也可以看出，粽子细分市场每一年的增长空间在6亿左右。而从五芳斋近几年的营收规模来看，并未见明显的增长。这意味着，这部分增量市场或可能被竞争对手瓜分。</p>\n<p>而目前在粽子生产制造和销售领域，五芳斋的竞争对手就包括稻香村、真真老老、<a href=\"https://laohu8.com/S/002216\">三全食品</a>、思念食品、<a href=\"https://laohu8.com/S/603866\">桃李面包</a>等；在月饼等糕点生产制造和销售领域，也聚集了<a href=\"https://laohu8.com/S/603043\">广州酒家</a>、元祖食品、稻香村、美心集团、杏花楼等强劲对手。</p>\n<p>相对而言，粽子行业的进入门槛并不高，行业壁垒主要体现在品牌、食品安全、销售渠道、规模化生产等方面。</p>\n<p>从2019年端午节期间商超渠道粽子主要品牌占有率来看，五芳斋已30.2%的份额位列第一，其次为三全食品和思念食品。</p>\n<p><img src=\"https://static.tigerbbs.com/426e1dd7398c163a10fcea3ed70897eb\" tg-width=\"550\" tg-height=\"348\" referrerpolicy=\"no-referrer\">图/五芳斋招股书</p>\n<p>五芳斋也在加紧布局淘宝、天猫、<a href=\"https://laohu8.com/S/JD\">京东</a>、苏宁等线上平台，并结合大数据技术进行精准营销，通过口味创新、IP 联名、私人定制等方式更贴近消费者，使端午“粽子”文化走向更多年轻群体。</p>\n<p>但市场仍然担忧，在同质化严重的市场，五芳斋能否长期稳坐粽子领域的头把交椅？</p>\n<p>值得一提的是，同样来自浙江嘉兴的真真老老，也是一家专注做粽子老字号企业，其2015年被<a href=\"https://laohu8.com/S/002695\">煌上煌</a>收购后，增长势头强劲。2020年，真真老老营收、净利润分别达4.56亿元、1000.71万元。</p>\n<p>销量已经出现下滑的五芳斋，是否能持续依靠提价维持现有的业绩，答案是很显然的。因此五芳斋近年来开始在业务布局上下功夫，逐渐从粽子走向大食品。但效果似乎也不太好。</p>\n<p>除了粽子系列业务，五芳斋的业务还涉及月饼系列、餐食系列、蛋制品、糕点及其他方面，然而前两项业务发展与粽子系列也较为类似，目前对利润未见明显增长点。而餐食系列则呈现明显的下滑趋势，2020年较2018年下滑5.78个百分点。</p>\n<p>招股书显示，五芳斋餐饮业务未来三年还将继续扩张。至2023年，公司新设直营店将达30家。但从目前来看，餐饮业务能否成为其未来的业绩增长点，尚未可知。</p>\n<p>老字号陷入转型困境</p>\n<p>除了五芳斋，还有一些老字号在经过漫长的时间考验后，积累下来优质品牌。随着国潮兴起，老字号也迎来了新的发展机会。</p>\n<p>目前，众多老字号品牌将目光转向了资本市场。如张小泉、德州扒鸡等在内的老字号企业都在冲刺资本市场。</p>\n<p>今年2月已经过会的张小泉曾一度接近亏损。但随着数字化转型成效突出，张小泉搭乘了电商发展的顺风车，从2009年底起，张小泉开始布局线上市场，现在已经形成了自营与经销相融合的全网电子商务运营的模式，至2019年，其线上销售占比已接近40%。</p>\n<p>目前A股市场中的老字号也接近50家，如<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>、片仔黄、<a href=\"https://laohu8.com/S/000538\">云南白药</a>等发展突出的代表企业。</p>\n<p>但更多的老字号企业如今却面临着发展困局。据清晖智库统计，在近2000家老字号餐饮企业中，仅有10%经营良好，剩下的大多勉强维持现状。</p>\n<p>以<a href=\"https://laohu8.com/S/002186\">全聚德</a>为例，该公司营收规模已经从2016年的18.47亿元左右下滑至2020年的7.83亿元；净利润则由2016年的盈利1.4亿元转至2020年的亏损2.62亿元。</p>\n<p>而全聚德多次对外称，业绩下滑主要是受餐饮行业，尤其是中式正餐竞争加剧影响，公司年度接待人次同比减少导致业绩出现下滑。</p>\n<p>从全聚德也可以看出，资本市场并非一片坦途。为何五芳斋选择此时冲击IPO？</p>\n<p>值得一提的是，今年2 月，宁波复聚和宁波永戊分别与五芳斋集团签署了两份补充协议，分别约定若五芳斋在2022年12月31日和2021年12月31日前未能实现其在A股上市，则有权向五芳斋集团提出回购请求。</p>\n<p>另一方面，有分析认为，五芳斋寻求上市是为了寻求突破。此外，奈雪的茶等新式餐饮品牌奔赴资本市场之际，市场愿意给予较高的估值。五芳斋最终能否搭上资本的快车，更上一层楼，还有待观察。 </p>","source":"sina_symbol","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>一年卖出3.6亿只粽子：百年老字号五芳斋冲刺IPO </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一年卖出3.6亿只粽子：百年老字号五芳斋冲刺IPO \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 11:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2021-06-10/doc-ikqcfnca0342676.shtml><strong>新浪财经综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>老字号在资本市场上还香吗？\n端午节来临之际，百年“老字号”企业浙江五芳斋实业股份有限公司（以下简称“五芳斋”）的A股上市申请获受理，拟冲击“粽子第一股”。\n招股书显示，2020年五芳斋全年销售了3.66亿只粽子，粽子系列产品贡献了16.44亿元的营收，占总营收比例的7成。\n此次IPO，五芳斋拟募资11亿元，用于五芳斋三期智能食品车间建设等5个项目。\n图/五芳斋招股书\n在新式餐饮品牌不断奔赴资本市场...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2021-06-10/doc-ikqcfnca0342676.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/029b5d4f26e3d6000c366d22965cab6d","relate_stocks":{},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2021-06-10/doc-ikqcfnca0342676.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142033224","content_text":"老字号在资本市场上还香吗？\n端午节来临之际，百年“老字号”企业浙江五芳斋实业股份有限公司（以下简称“五芳斋”）的A股上市申请获受理，拟冲击“粽子第一股”。\n招股书显示，2020年五芳斋全年销售了3.66亿只粽子，粽子系列产品贡献了16.44亿元的营收，占总营收比例的7成。\n此次IPO，五芳斋拟募资11亿元，用于五芳斋三期智能食品车间建设等5个项目。\n图/五芳斋招股书\n在新式餐饮品牌不断奔赴资本市场之际，五芳斋这家传统食品企业在此时选择冲击IPO，究竟是为何？\n百年老字号冲击A股\n“100岁，正年轻。”这是五芳斋在自家官网上的自述。据了解，“五芳斋”的历史可追溯至1921年，距今刚好100年。\n作为全国首批“中华老字号”企业之一，2004年五芳斋被国家商标局认定为中国驰名商标。公司的粽子制作方法源于百年传承的传统工艺，该制作技艺于2011年被文化部收录进第三批国家级非物质文化遗产名录。\n早在2019年，五芳斋就开始尝试探寻上市之路。当年4月五芳斋与广发证券签署上市辅导协议，但时隔五个月后，双方一致决定终止上市辅导，其上市辅导随后转至中金公司。\n2020年9月，五芳斋的上市辅导机构又由浙商证券接手，经过三家券商倒腾，今年3月五芳斋终于完成上市辅导。\n招股书信息显示，此次上市主体五芳斋，经浙江省人民政府证券委员会批准，由嘉兴市五芳斋粽子公司整体改组，同时吸纳嘉兴百货、嘉兴肉类中心、嘉兴酿造、嘉兴农科院及582名自然人共同作为发起人，于1998年发起设立的股份有限公司。\n上述股份有限公司设立3年后，五芳斋开始进行国有股转让，从而在经过多轮增资和股权转让后，由国资变身为民企。\n图/五芳斋招股书\n截至招股书签署日，五芳斋集团直接和间接持有发行人3782.45万股股份，合计占总股本的50.06%，为发行人的控股股东。\n而厉建平与厉昊嘉父子通过五芳斋集团合计间接控制发行人50.06%的股份，为发行人的实际控制人。其中，厉建平任公司董事长、五芳斋集团董事长，厉昊嘉任公司董事兼总审计师。\n有意思的是，在一个媒体采访中，厉建平坦言自己“不会包粽子”。媒体追问他：“连包粽子都不会，又如何执掌五芳斋？”\n面对媒体的犀利发问，他表示：“五芳斋虽然是老字号，但它已不是传统意义上的老字号作坊。领导一个作坊，跟领导一家现代化的企业集团是两个概念。前者靠师傅传、帮、带，后者需要现代化的企业经营理念和管理体制。”\n值得一提的是，双汇发展（000895）持有五芳斋150万股股份，持股占比1.99%，为其第八大股东。此外，双汇发展还是五芳斋的第一大供应商，2020年采购金额为7836.76万元。\n图/五芳斋招股书\n一年卖出3.66亿只粽子 营收净利双下滑\n五芳斋这一纸招股书一经披露，其业绩的面纱也被揭开。\n做了百年粽子的五芳斋核心业务自然是粽子。2018年至2020年，五芳斋分别销售4.11亿、4.08亿、3.66亿只粽子，对应的销售额分别为15.02亿元、16.09亿元、16.44亿元。\n图/五芳斋招股书\n近几年，粽子系列业务对五芳斋总营收的贡献由2018年的66.28%提升至2020年的70.77%。\n然而从销售数量也可以看出，近年来五芳斋的粽子业务销量一直在下滑，销量下滑但销售总额在上涨，这意味着粽子单价在上涨，2018年五芳斋粽子单价为2.99元/100g，2020年上涨至3.68元/100g。\n图/五芳斋招股书\n由于产量巨大，五芳斋的粽子也并非全由自己生产，2020年，其通过委托加工模式生产的粽子产量占粽子总产量的25.01%，即每4个五芳斋粽子里就有1个外包的。\n综合来看，近几年五芳斋的营收规模表现较为稳定，但其业绩在2020年出现一定下滑。\n2018年至2020年期间，五芳斋分别实现营收24.23亿元、25.07亿元、24.21亿元；同期归母净利润分别为0.97亿元、1.63亿元、1.42亿元。\n\n五芳斋坦言，2020年，新冠疫情对其经营业绩产生了负面影响。未来若由于行业竞争加剧、下游市场波动等原因导致公司主要产品供需发生不利变化，可能对公司业务开展产生影响，并可能导致公司经营业务发生下滑。\n粽子市场未来还有多大想象空间？\n粽子是中国历史文化积淀深厚的传统美食代表。一颗小小的粽子背靠的也是一个百亿级的市场。\n据五芳斋招股书显示，2015年中国粽子市场规模为49.16亿元，到2019年增长至73.37亿元，复合增长率达10.53%。未来，随着传统文化的回归与弘扬，叠加粽子方便食品的属性，预计到2024年中国粽子市场规模将增长至102.91亿元，2020年至2024年复合增长率预计为7%。\n图/五芳斋招股书\n从上图也可以看出，粽子细分市场每一年的增长空间在6亿左右。而从五芳斋近几年的营收规模来看，并未见明显的增长。这意味着，这部分增量市场或可能被竞争对手瓜分。\n而目前在粽子生产制造和销售领域，五芳斋的竞争对手就包括稻香村、真真老老、三全食品、思念食品、桃李面包等；在月饼等糕点生产制造和销售领域，也聚集了广州酒家、元祖食品、稻香村、美心集团、杏花楼等强劲对手。\n相对而言，粽子行业的进入门槛并不高，行业壁垒主要体现在品牌、食品安全、销售渠道、规模化生产等方面。\n从2019年端午节期间商超渠道粽子主要品牌占有率来看，五芳斋已30.2%的份额位列第一，其次为三全食品和思念食品。\n图/五芳斋招股书\n五芳斋也在加紧布局淘宝、天猫、京东、苏宁等线上平台，并结合大数据技术进行精准营销，通过口味创新、IP 联名、私人定制等方式更贴近消费者，使端午“粽子”文化走向更多年轻群体。\n但市场仍然担忧，在同质化严重的市场，五芳斋能否长期稳坐粽子领域的头把交椅？\n值得一提的是，同样来自浙江嘉兴的真真老老，也是一家专注做粽子老字号企业，其2015年被煌上煌收购后，增长势头强劲。2020年，真真老老营收、净利润分别达4.56亿元、1000.71万元。\n销量已经出现下滑的五芳斋，是否能持续依靠提价维持现有的业绩，答案是很显然的。因此五芳斋近年来开始在业务布局上下功夫，逐渐从粽子走向大食品。但效果似乎也不太好。\n除了粽子系列业务，五芳斋的业务还涉及月饼系列、餐食系列、蛋制品、糕点及其他方面，然而前两项业务发展与粽子系列也较为类似，目前对利润未见明显增长点。而餐食系列则呈现明显的下滑趋势，2020年较2018年下滑5.78个百分点。\n招股书显示，五芳斋餐饮业务未来三年还将继续扩张。至2023年，公司新设直营店将达30家。但从目前来看，餐饮业务能否成为其未来的业绩增长点，尚未可知。\n老字号陷入转型困境\n除了五芳斋，还有一些老字号在经过漫长的时间考验后，积累下来优质品牌。随着国潮兴起，老字号也迎来了新的发展机会。\n目前，众多老字号品牌将目光转向了资本市场。如张小泉、德州扒鸡等在内的老字号企业都在冲刺资本市场。\n今年2月已经过会的张小泉曾一度接近亏损。但随着数字化转型成效突出，张小泉搭乘了电商发展的顺风车，从2009年底起，张小泉开始布局线上市场，现在已经形成了自营与经销相融合的全网电子商务运营的模式，至2019年，其线上销售占比已接近40%。\n目前A股市场中的老字号也接近50家，如贵州茅台、片仔黄、云南白药等发展突出的代表企业。\n但更多的老字号企业如今却面临着发展困局。据清晖智库统计，在近2000家老字号餐饮企业中，仅有10%经营良好，剩下的大多勉强维持现状。\n以全聚德为例，该公司营收规模已经从2016年的18.47亿元左右下滑至2020年的7.83亿元；净利润则由2016年的盈利1.4亿元转至2020年的亏损2.62亿元。\n而全聚德多次对外称，业绩下滑主要是受餐饮行业，尤其是中式正餐竞争加剧影响，公司年度接待人次同比减少导致业绩出现下滑。\n从全聚德也可以看出，资本市场并非一片坦途。为何五芳斋选择此时冲击IPO？\n值得一提的是，今年2 月，宁波复聚和宁波永戊分别与五芳斋集团签署了两份补充协议，分别约定若五芳斋在2022年12月31日和2021年12月31日前未能实现其在A股上市，则有权向五芳斋集团提出回购请求。\n另一方面，有分析认为，五芳斋寻求上市是为了寻求突破。此外，奈雪的茶等新式餐饮品牌奔赴资本市场之际，市场愿意给予较高的估值。五芳斋最终能否搭上资本的快车，更上一层楼，还有待观察。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188621837,"gmtCreate":1623433945529,"gmtModify":1623433945529,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这种股票是骗子玩得杀猪盘游戏！骗骗新生婴儿肥宝可以有效","listText":"这种股票是骗子玩得杀猪盘游戏！骗骗新生婴儿肥宝可以有效","text":"这种股票是骗子玩得杀猪盘游戏！骗骗新生婴儿肥宝可以有效","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188621837","repostId":"2142785312","repostType":2,"repost":{"id":"2142785312","pubTimestamp":1623334092,"share":"https://www.laohu8.com/m/news/2142785312?lang=&edition=full","pubTime":"2021-06-10 22:08","market":"us","language":"zh","title":"研控科技盘中异动 股价大涨5.13%报13.70美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2142785312","media":"自选股智能写手","summary":"北京时间2021年06月10日22时08分，研控科技股票出现波动，股价大幅拉升5.13%。截至发稿，该股报13.70美元/股，成交量14.2262万股，换手率0.78%，振幅4.07%。研控科技股票所在的油气设备与服务行业中，整体涨幅为0.04%。消息层面，截至22时08分，研控科技股票正面舆情新闻比例100%。","content":"<html><body><article><p>北京时间2021年06月10日22时08分，<a href=\"https://laohu8.com/S/RCON\">研控科技</a>（RCON.us）股票出现波动，股价大幅<span>拉升</span>5.13%。截至发稿，该股报13.70美元/股，成交量14.2262万股，<span>换手率</span>0.78%，振幅4.07%。</p><p>最近的财报数据显示，该股实现<span>营业收入</span>3.72百万美元，<span>净利润</span>-1.32百万美元，<span>每股收益</span>-0.18美元，<span>毛利</span>991614.51美元，市盈率-23.11倍。</p><p>机构评级方面，目前暂无机构对该股做出“买入、持有、卖出”建议。</p><p>研控科技股票所在的油气设备与服务行业中，整体涨幅为0.04%。其相关个股中，Frank'S International Nv、研控科技、Mammoth Energy Services Inc涨幅较大，Klx Energy Services Holdings Inc、研控科技、Frank'S International Nv较为活跃，换手率分别为1.78%、0.78%、0.37%，振幅较大的相关个股有Cypress Environmental Partners Lp、Klx Energy Services Holdings Inc、Frank'S International Nv，振幅分别为9.52%、8.49%、7.58%。</p><p>研控科技公司简介：研控科技有限公司是一家领先的油田服务公司。 该公司从事油田自动化产品，油气生产和运输设备以及工程服务的销售。 它分为三个运营部门：自动化产品和软件，设备和配件以及油田环境保护。 公司的大部分收入来自自动化产品和软件部门。</p><p>消息层面，截至22时08分，研控科技股票正面舆情新闻比例100%。</p><p>（以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）</p></article></body></html>","source":"tencent","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>研控科技盘中异动 股价大涨5.13%报13.70美元</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研控科技盘中异动 股价大涨5.13%报13.70美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 22:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106102208137dd9efd2&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2021年06月10日22时08分，研控科技（RCON.us）股票出现波动，股价大幅拉升5.13%。截至发稿，该股报13.70美元/股，成交量14.2262万股，换手率0.78%，振幅4.07%。最近的财报数据显示，该股实现营业收入3.72百万美元，净利润-1.32百万美元，每股收益-0.18美元，毛利991614.51美元，市盈率-23.11倍。机构评级方面，目前暂无机构对该股做出“买入...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106102208137dd9efd2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"RCON":"研控科技"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106102208137dd9efd2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2142785312","content_text":"北京时间2021年06月10日22时08分，研控科技（RCON.us）股票出现波动，股价大幅拉升5.13%。截至发稿，该股报13.70美元/股，成交量14.2262万股，换手率0.78%，振幅4.07%。最近的财报数据显示，该股实现营业收入3.72百万美元，净利润-1.32百万美元，每股收益-0.18美元，毛利991614.51美元，市盈率-23.11倍。机构评级方面，目前暂无机构对该股做出“买入、持有、卖出”建议。研控科技股票所在的油气设备与服务行业中，整体涨幅为0.04%。其相关个股中，Frank'S International Nv、研控科技、Mammoth Energy Services Inc涨幅较大，Klx Energy Services Holdings Inc、研控科技、Frank'S International Nv较为活跃，换手率分别为1.78%、0.78%、0.37%，振幅较大的相关个股有Cypress Environmental Partners Lp、Klx Energy Services Holdings Inc、Frank'S International Nv，振幅分别为9.52%、8.49%、7.58%。研控科技公司简介：研控科技有限公司是一家领先的油田服务公司。 该公司从事油田自动化产品，油气生产和运输设备以及工程服务的销售。 它分为三个运营部门：自动化产品和软件，设备和配件以及油田环境保护。 公司的大部分收入来自自动化产品和软件部门。消息层面，截至22时08分，研控科技股票正面舆情新闻比例100%。（以上内容为自选股智能机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199708538,"gmtCreate":1620731789424,"gmtModify":1620731789424,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"开错了药方了[喷血]&nbsp;","listText":"开错了药方了[喷血]&nbsp;","text":"开错了药方了[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199708538","repostId":"2134527726","repostType":4,"repost":{"id":"2134527726","pubTimestamp":1620704671,"share":"https://www.laohu8.com/m/news/2134527726?lang=&edition=full","pubTime":"2021-05-11 11:44","market":"hk","language":"zh","title":"老龄化程度加深！复盘日本十倍股，A股潜力股名单来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2134527726","media":"证券时报网","summary":"数据表明，我国人口10年来继续保持低速增长态势。总人口性别比为105.07。统计局表示，我国少儿人口比重回升，生育政策调整取得了积极成效。同时，人口老龄化程度进一步加深，未来一段时期将持续面临人口长期均衡发展的压力。复盘日本十倍股A股对应潜力股名单来了“人口转型”下，楼市整体性投资机会或愈发难以把握，资本市场又将如何表现？据此，梳理出来自A股和港股的30只潜力龙头股，以飨读者。30大潜力股未来成长性值得期待。","content":"<div>\n<p>作者： 陈见南导读人口老龄化程度进一步加深，未来一段时期将持续面临人口长期均衡发展的压力。今天上午10时，国新办举行新闻发布会，介绍第七次全国人口普查主要数据结果并答记者问。国家统计局局长宁吉喆在会上通报，全国人口共141178万人，与2010年的133972万人相比，增加了7206万人，增长5.38%；年平均增长率为0.53%，比2000年到2010年的年平均增长率0.57%下降0.04个百分点...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/zqgd/2021-05-11/doc-ikmyaawc4616735.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","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>老龄化程度加深！复盘日本十倍股，A股潜力股名单来了</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老龄化程度加深！复盘日本十倍股，A股潜力股名单来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 11:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/zqgd/2021-05-11/doc-ikmyaawc4616735.shtml><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者： 陈见南导读人口老龄化程度进一步加深，未来一段时期将持续面临人口长期均衡发展的压力。今天上午10时，国新办举行新闻发布会，介绍第七次全国人口普查主要数据结果并答记者问。国家统计局局长宁吉喆在会上通报，全国人口共141178万人，与2010年的133972万人相比，增加了7206万人，增长5.38%；年平均增长率为0.53%，比2000年到2010年的年平均增长率0.57%下降0.04个百分点...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/zqgd/2021-05-11/doc-ikmyaawc4616735.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/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/zqgd/2021-05-11/doc-ikmyaawc4616735.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134527726","content_text":"作者： 陈见南导读人口老龄化程度进一步加深，未来一段时期将持续面临人口长期均衡发展的压力。今天上午10时，国新办举行新闻发布会，介绍第七次全国人口普查主要数据结果并答记者问。国家统计局局长宁吉喆在会上通报，全国人口共141178万人，与2010年的133972万人相比，增加了7206万人，增长5.38%；年平均增长率为0.53%，比2000年到2010年的年平均增长率0.57%下降0.04个百分点。数据表明，我国人口10年来继续保持低速增长态势。全国人口中，男性人口为723339956人，占51.24%；女性人口为688438768人，占48.76%。总人口性别比为105.07。分区域来看，东部地区人口占39.93％，中部地区占25.83％，西部地区占27.12％，东北地区占6.98％。与2010年相比，东部地区人口所占比重上升2.15个百分点，中部地区下降0.79个百分点，西部地区上升0.22个百分点，东北地区下降1.20个百分点。人口向经济发达区域、城市群进一步集聚。从年龄分布来看，全国人口中，0—14岁人口为253383938人，占17.95%；15—59岁人口为894376020人，占63.35%；60岁及以上人口为264018766人，占18.70%，其中65岁及以上人口为190635280人，占13.50%。与2010年第六次全国人口普查相比，0—14岁人口的比重上升1.35个百分点，15—59岁人口的比重下降6.79个百分点，60岁及以上人口的比重上升5.44个百分点，65岁及以上人口的比重上升4.63个百分点。统计局表示，我国少儿人口比重回升，生育政策调整取得了积极成效。同时，人口老龄化程度进一步加深，未来一段时期将持续面临人口长期均衡发展的压力。大城市人口虹吸或加剧分析人士指出，目前人口还在保持增长，但区域之间不平衡的现象开始凸显，同时老年人口占比上升明显，凸显一定的老龄化趋势。人口拐点隐现，对楼市股市影响如何？中泰证券近期研究报告指出，未来5-10年，伴随第一批建国“婴儿潮”进入“寿终正寝期”，第二批60后“婴儿潮”步入“退休潮”下变为需要财政供养人员，第三批80后“婴儿潮”失去“黄金生育年龄”，我们认为，我国“人口转型”可能走向下一个拐点，即“老龄化与少子化加速”的第Ⅳ阶段，这将对经济与资本市场产生深远影响。对于房地产市场的影响方面，中泰证券认为，通过对日本房地产调控的成败之鉴研究，人口老龄化下房地产的下行是否导致系统性风险的关键在于能否在“人口转型”的前后两个阶段，通过实施“前紧后松”的政策，以实现房价走势的“平滑化”过渡。2017年以来，我国严格的“房住不炒”政策基调以及预留的充足政策空间，就可以预期的未来而言，无需过于担忧人口老龄化下，房地产下行引发系统性风险的可能性。楼市另一个可以遇见结果是，随着人口拐点的愈发临近，城市之间争夺人口的战争即将打响。在过去数年时间里，这种现象已经愈演愈烈。发改委早前已发公告，城区常住人口300万以下的城市，将全面取消落户限制政策，有序的放开放宽城市落户限制，而甚至一些大城市也开始爆发抢人大战。可以想象，人口，尤其是年轻人口，正越来越成为一种稀缺资源，大城市之间的竞争，也将日趋激烈，对小城市的人口虹吸，或将进一步加剧。复盘日本十倍股A股对应潜力股名单来了“人口转型”下，楼市整体性投资机会或愈发难以把握，资本市场又将如何表现？中泰证券对于“鼓励生育类”主题性机会持谨慎态度，并通过复盘日本“十倍股”，认为老龄化下社会结构与消费风向变化下所孕育的投资机会，或是真正长期“十倍牛股”的“集结地”，相关概念板块主要包括药品保健、医美、药妆、健康饮料、宠物经济、新潮国货、互联网消费等。据此，梳理出来自A股和港股的30只潜力龙头股，以飨读者。从行业板块来看，30只潜力股主要集中在互联网消费、药品保健、医美、药妆、健康饮料、国货潮牌等。其中，药品保健贡献9只股票，包括医疗器械龙头迈瑞医疗，创新药龙头恒瑞医药，CRO龙头药明康德，疫苗龙头智飞生物、万泰生物等；互联网消费囊括6只股票，腾讯控股、美团、快手等，以及A股网游龙头三七互娱；健康饮料4只股票，港股农夫山泉，A股百润股份、养元饮品和妙可蓝多；药妆和医美和国货潮牌均有3只股票，药妆有上海家化珀莱雅丸美股份；医美有爱美客华熙生物贝泰妮；国货潮牌有李宁安踏华利集团；宠物经济的中宠股份，殡葬股是港股上市的福寿园。30大潜力股未来成长性值得期待。就今年、明年以及2023年机构一致预期净利增速来看，大部分个股三年净利增速均值超过20%。其中，妙可蓝多、快手-W、美团-W等个股增速均值超过100%，康泰生物、万泰生物、爱美客等个股超过50%，贝泰妮、通策医疗、百润股份、中宠股份、上海家化、智飞生物、药明康德、安踏体育、爱尔眼科等个股超过30%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":105859798,"gmtCreate":1620291459414,"gmtModify":1620291459414,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"是暂时放弃知识产权，不是永远放弃！[贱笑]&nbsp;","listText":"是暂时放弃知识产权，不是永远放弃！[贱笑]&nbsp;","text":"是暂时放弃知识产权，不是永远放弃！[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105859798","repostId":"1125870095","repostType":4,"isVote":1,"tweetType":1,"viewCount":1886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100167763,"gmtCreate":1619590998552,"gmtModify":1619590998552,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"出口二万台以上车还有多少路要走？","listText":"出口二万台以上车还有多少路要走？","text":"出口二万台以上车还有多少路要走？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100167763","repostId":"1164532146","repostType":4,"isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341680373,"gmtCreate":1617808092892,"gmtModify":1617808092892,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341680373","repostId":"1171285496","repostType":4,"isVote":1,"tweetType":1,"viewCount":1529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354422987,"gmtCreate":1617197999749,"gmtModify":1617197999749,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心]赔那么一点点小事还有赔12万的人陪着你一起玩耍","listText":"[开心]赔那么一点点小事还有赔12万的人陪着你一起玩耍","text":"[开心]赔那么一点点小事还有赔12万的人陪着你一起玩耍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354422987","repostId":"355954214","repostType":1,"repost":{"id":355954214,"gmtCreate":1617025909238,"gmtModify":1631886478047,"author":{"id":"3577089111763064","authorId":"3577089111763064","name":"Kyler92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKG\">$ARKG 20210416 95.0 CALL(ARKG)$</a>ok...","listText":"<a href=\"https://laohu8.com/S/ARKG\">$ARKG 20210416 95.0 CALL(ARKG)$</a>ok...","text":"$ARKG 20210416 95.0 CALL(ARKG)$ok...","images":[{"img":"https://static.tigerbbs.com/8aff83da9561ce5c4c68183729ecaeb3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355954214","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352538978,"gmtCreate":1616983575394,"gmtModify":1616983575394,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352538978","repostId":"1162023690","repostType":4,"repost":{"id":"1162023690","pubTimestamp":1616983019,"share":"https://www.laohu8.com/m/news/1162023690?lang=&edition=full","pubTime":"2021-03-29 09:56","market":"sh","language":"zh","title":"这些毛病，得治！聚焦新能源汽车行业发展隐忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1162023690","media":"新华网","summary":"日前，国家市场监管总局公布了一批车企的汽车召回计划，4万余辆因安全隐患实施召回的车辆中，纯电动新能源汽车超过33000辆。“十四五”规划和2035年远景目标纲要中，新能源汽车被列为“构筑产业体系新支柱","content":"<div>\n<p>日前，国家市场监管总局公布了一批车企的汽车召回计划，4万余辆因安全隐患实施召回的车辆中，纯电动新能源汽车超过33000辆。“十四五”规划和2035年远景目标纲要中，新能源汽车被列为“构筑产业体系新支柱”的战略性新兴产业之一。新华社记者调查发现，当前新能源汽车行业中，“产品指标注水还甩锅客户”“企业还没卖一辆车市值就几千亿”等问题逐渐凸显，“虚假宣传”“虚火过旺”已成为制约行业进一步健康发展的隐忧。...</p>\n\n<a href=\"http://www.xinhuanet.com/2021-03/28/c_1127264904.htm\">Web Link</a>\n\n</div>\n","source":"xhw","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>这些毛病，得治！聚焦新能源汽车行业发展隐忧</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这些毛病，得治！聚焦新能源汽车行业发展隐忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-29 09:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.xinhuanet.com/2021-03/28/c_1127264904.htm><strong>新华网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前，国家市场监管总局公布了一批车企的汽车召回计划，4万余辆因安全隐患实施召回的车辆中，纯电动新能源汽车超过33000辆。“十四五”规划和2035年远景目标纲要中，新能源汽车被列为“构筑产业体系新支柱”的战略性新兴产业之一。新华社记者调查发现，当前新能源汽车行业中，“产品指标注水还甩锅客户”“企业还没卖一辆车市值就几千亿”等问题逐渐凸显，“虚假宣传”“虚火过旺”已成为制约行业进一步健康发展的隐忧。...</p>\n\n<a href=\"http://www.xinhuanet.com/2021-03/28/c_1127264904.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edb5904d62b10798f760277be625646d","relate_stocks":{},"source_url":"http://www.xinhuanet.com/2021-03/28/c_1127264904.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162023690","content_text":"日前，国家市场监管总局公布了一批车企的汽车召回计划，4万余辆因安全隐患实施召回的车辆中，纯电动新能源汽车超过33000辆。“十四五”规划和2035年远景目标纲要中，新能源汽车被列为“构筑产业体系新支柱”的战略性新兴产业之一。新华社记者调查发现，当前新能源汽车行业中，“产品指标注水还甩锅客户”“企业还没卖一辆车市值就几千亿”等问题逐渐凸显，“虚假宣传”“虚火过旺”已成为制约行业进一步健康发展的隐忧。浮夸、注水、甩锅 行业“热”中有忧新能源汽车行业仍然“火热”。国家统计局近期公布的数据显示，今年1至2月，新能源汽车生产量31.7万辆，同比增长达395.3%。中国汽车工业协会最新数据显示，今年前2个月，新能源汽车累计销售同比增长3.2倍。2月，新能源汽车销售同比增长近6倍。截至2020年底，我国新能源汽车保有量达492万辆，比上年增长29.2%，并呈高速增长趋势。但在行业高热度背后也潜藏不少隐忧。产品性能指标“浮夸”“注水”情况时有出现。近期，一位购买大众新迈腾GTE车型的深圳车主对记者表示，厂家宣称的“56公里纯电续航里程”，“即便车辆充满电后自动断电，仪表盘显示的纯电续航里程也只有44公里左右。”4S店方面对此解释是“算法实现的精准续航”。武汉理工大学汽车工程学院副教授杨胜兵表示，当前车企通过夸大宣传对整车实际使用状况下续航里程“注水”，在行业中并不鲜见，因此引发的诉讼争议明显增加。此前某知名车企对其取得电池技术突破的宣传被指不实，引来不少专家批评与业界非议。还有一些车企玩“文字游戏”，将一些行业中常见的技术包装成“黑科技”忽悠消费者。部分车企产品故障频发却习惯性“甩锅”消费者。据市场监管总局数据，2020年新能源汽车因三电系统缺陷召回占召回总数量的31.3%。另据缺陷产品管理中心收到消费者提供的汽车产品缺陷线索数据，新能源汽车缺陷线索中关于动力电池、电机、电控系统的问题线索占总量近半。记者发现，部分车企往往是责任能甩就甩，如：理想ONE新能源车断轴事件中，车企先以“硬件优化升级”搪塞，后在公众压力下才承认存在设计缺陷；前述同品牌产品严重碰撞后安全气囊仍未弹出，车企则回应称“撞的地方不是要点”；在多起特斯拉电动车无故加速造成事故中，特斯拉均试图将事故原因归结为车主误操作；今年1月特斯拉新车断电事件中，企业竟“甩锅”国家电网。“纸上造车”“盲目招商” 行业“虚火”旺多名行业人士及专家向记者表示，目前新能源车销售端“虚假宣传”多见的背后是该行业“虚火过旺”。记者发现，广阔的市场潜力催生出部分纸上“造车”的“PPT车企”。截至目前，恒大汽车公司市值已高达5000亿港元，成为港股中仅次于比亚迪的第二大车企，但该公司尚未有一款量产车型在售。根据日前公布的2020年全年业绩报，从营收占比来看，恒大汽车98.79%营收来自医疗美容及健康管理收入，却只有1.21%营收来自新能源汽车。部分市场人士判断，产能和市值的巨大反差表明新能源汽车行业在资本市场上存在一定程度的估值虚高。国投招商投资管理有限公司总经理杜硕认为：“部分市场主体投机冲动强烈，新能源汽车的头部企业并不多，资产配置中股票又是最容易获得的，很容易就形成过热。”记者还发现，部分地方政府盲目“竞赛”引进新能源汽车项目。“有的地方为拉项目啥都条件都给，有的直接为车企把土地都平整好了。”一位地方政府工作人员向记者透露，“见新能源车项目就抢，审核、甄别都‘绿灯’，生怕自己落在后面。”“一些地方政府拼命上项目，变相助推行业‘虚火’上升。没有真正的市场需求，产品可靠性无法达标。”中国汽车工业协会副秘书长师建华说。此外，杨胜兵表示，2021年新能源车补贴进一步退坡，行业面临全面转向技术能力主导的市场竞争。面对当前国内行业技术积累仍较有限的现实，“浮夸”“虚火”在一定程度上都折射出行业焦虑。抓质量、控资本、提技术 保障行业长远发展多名专家和业内人士向记者表示，核心技术“吹”不出来，行业“虚火”不是真火，新能源车行业要实现长足发展就要“挤泡沫”“降虚火”，多层次、多方面地提升经营、治理效能。中国消费者协会表示，除续航里程“注水”外，2020年新能源汽车涉投诉主要问题还有：充电速度与宣传不符；电池质量问题突出；变速箱异响、顿挫及动力消失等问题较多；售后服务水平不高等。记者发现，有不少消费者希望主管部门针对新能源车“虚假宣传”问题建立更直接更高效的投诉举报机制。杨胜兵认为，当前新能源车企采用宣传手段推广产品无可厚非，这在一定程度上对相关企业引导技术发展方向、吸引超前研发投资有积极影响。但如果沦为“虚假宣传”则不但会直接损害消费者权利，还将对产业链各环节都产生负面影响。他建议，消费者、企业、监管部门等各方应正确认识当前消费预期、产业政策预期与产业真实发展整体水平，相关企业在宣传产品性能时，应将实验品、小试产品与产业整体水平的真实关系表达清楚，消费者也应积极了解行业实况及法律法规政策。对续航里程“注水”等问题，深圳市消委会副秘书长靳丽娟表示，下一步将组织新能源车主流品牌车型的续航里程“残酷测试”，确保续航里程数据准确真实。对于部分地方盲目争抢新能源汽车项目，多地政府相关工作人员建议加强新能源汽车产业规划的顶层设计，在招商引资中把好甄别关。此外业内人士还建议，监管部门应对资本市场针对新能源车行业的“泡沫操作”保持高度警惕。近期，工信部、市场监管总局等部门表示，将采取技术、管理等多类措施，加强新能源汽车质量监管。","news_type":1},"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352661610,"gmtCreate":1616955917330,"gmtModify":1616955917330,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352661610","repostId":"1174857234","repostType":2,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</p>","source":"lsy1601382232898","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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMAT":"应用材料","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","INTC":"英特尔","ASML":"阿斯麦"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321958663,"gmtCreate":1615390128652,"gmtModify":1703488417072,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"快啦！你等待着吧！[看跌]&nbsp;","listText":"快啦！你等待着吧！[看跌]&nbsp;","text":"快啦！你等待着吧！[看跌]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321958663","repostId":"364725330","repostType":1,"repost":{"id":364725330,"gmtCreate":1614876156820,"gmtModify":1703482471666,"author":{"id":"3568711619665469","authorId":"3568711619665469","name":"远东小巴韭特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FRSX\">$Foresight Autonomous Holdings Ltd.(FRSX)$</a>给我跌到三块我就进场试试","listText":"<a href=\"https://laohu8.com/S/FRSX\">$Foresight Autonomous Holdings Ltd.(FRSX)$</a>给我跌到三块我就进场试试","text":"$Foresight Autonomous Holdings Ltd.(FRSX)$给我跌到三块我就进场试试","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364725330","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367067447,"gmtCreate":1614894187089,"gmtModify":1703482601769,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367067447","repostId":"2116148548","repostType":2,"repost":{"id":"2116148548","pubTimestamp":1614760138,"share":"https://www.laohu8.com/m/news/2116148548?lang=&edition=full","pubTime":"2021-03-03 16:28","market":"us","language":"zh","title":"美国芯片业加速没落？英特尔遭美史上罕见罚单，赔偿140亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2116148548","media":"金十数据","summary":"美国史上罕见罚单！英特尔专利侵权赔偿140亿据英媒报道，美东时间3月2日，美国得克萨斯州中部城市韦科的陪审团裁定，英特尔公司侵犯一家VLSI技术公司的两项芯片生产专利，需向后者赔偿约21.8亿美元 。这一次的赔偿金额相当于英特尔公司2020年四季度盈利的一半，这也是美国历史上规模最大的专利侵权赔偿案之一。遭新规反噬，美国芯片业出现两大后果！","content":"<html><body><article><p>本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。</p><p>曾是全球最大芯片制造商的<a href=\"https://laohu8.com/S/INTC\">英特尔</a>正在走向没落：不断受到新晋者的挑战，其市值一度被<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>超越；与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>分手后，先进制程技术突围失败，无奈变卖家当，以90亿美元的售价将其闪存存储业务出售给韩国SK海力士；眼下研制的7nm芯片又被曝存在缺陷，迟迟不能量产等等。内有隐忧、外有强敌的情况下，英特尔又迎来一个坏消息。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13234932574/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/13234932726/0\"/><p>美国史上罕见罚单！英特尔专利侵权赔偿140亿</p><p>据英媒报道，美东时间3月2日，美国得克萨斯州中部城市韦科的陪审团裁定，<strong>英特尔公司侵犯一家VLSI技术公司的两项芯片生产专利，需向后者赔偿约21.8亿美元（约合140亿元人民币）。</strong>这一次的赔偿金额相当于英特尔公司2020年四季度盈利的一半，这也是美国历史上规模最大的专利侵权赔偿案之一。</p><p><strong>对此，英特尔强烈反对陪审团的裁定，否认专利侵权，认为VLSI碰瓷，并打算上诉且有信心赢回局面。</strong>但事实上，这不是英特尔首次因专利侵权交罚款，2005年英特尔就向MicroUnity系统工程公司支付了3亿美元罚金，2011年向NVIDIA公司支付15亿美元罚金等等。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13234932963/0\"/><p>要知道，在台积电等新晋选手崛起之前，得益于深厚的技术底蕴，英特尔还是享誉全球的“芯片之王”，成立50年来始终坚持芯片设计与芯片制造“双管齐下”，拥有覆盖整个芯片产业链的强大业务实力，在半导体领域里有着绝对的话语权。</p><p>然而，全球化的发展，让什么都想要的英特尔不再拔尖。<strong>如今在芯片设计领域，英特尔与强敌<a href=\"https://laohu8.com/S/AMD\">AMD</a>相持不下，稍不留意就会败北；</strong>在芯片制造领域，有心无力的英特尔又要夺得一席之地，<strong>但其10nm芯片自研失败，7nm芯片一再推迟，而竞争对手台积电、三星的5nm芯片早已量产上市。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13234933240/0\"/><p>遭新规反噬，美国芯片业出现两大后果！</p><p><strong>美国芯片之王英特尔之所以加速跌落神坛，除了与自身技术陷入瓶颈之外，还和美国制定的芯片规则脱不了干系。</strong>在芯片限制令下，英特尔不能对华自由<span>出货</span>，经济收入自然大幅削减。</p><p>例如，国际半导体协会（SEMI）曾表示，因为美国芯片出口新规的影响，两个月里美国芯片业销售额就减少了1700万美元（约合1.1亿元人民币）。但美国依旧收紧芯片限制，还企图拉拢日本和荷兰等芯片制造商，要求他们采取对华芯片设备出口限制等措施。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13234933439/0\"/><p>有声音指出，美国一系列不合理的阻挠和限制，将会令美芯片业承受两大后果，<strong>一是经济蒙受巨大损失，美国商会一份报告指出，痛失中国市场，美国半导体行业将损失830亿美元的经济收入和124000个工作岗位。</strong></p><p><strong>二是美国芯片制造业将就此走向衰落，而亚洲芯片代工市场则越发繁荣。</strong>作为全美最大的芯片企业，近年来单打独斗的英特尔所持有的市场份额正遭到竞争对手蚕食，其正在失去过去几十年来所积累起来的竞争优势。</p><p><strong>或者说，拒绝分工合作，坚持走全能模式的英特尔今日所遇到的瓶颈，就是美国芯片行业的瓶颈。</strong>如果不吸取教训，美国芯片业哪里会有辉煌的明天？</p><p><strong>文 | 李泽钚 题 |徐晓冰 图 | 卢文祥&amp;饶建宁 审 | 刘苏林</strong></p></article></body></html>","source":"tencent","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>美国芯片业加速没落？英特尔遭美史上罕见罚单，赔偿140亿</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美国芯片业加速没落？英特尔遭美史上罕见罚单，赔偿140亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-03 16:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103031629547e64489b&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。曾是全球最大芯片制造商的英特尔正在走向没落：不断受到新晋者的挑战，其市值一度被三星、台积电、英伟达超越；与苹果分手后，先进制程技术突围失败，无奈变卖家当，以90亿美元的售价将其闪存存储业务出售给韩国SK海力士；眼下研制的7nm芯片又被曝存在缺陷，迟迟不能量产等等。内有隐忧、外有强敌的情况下，英特尔又迎来一个坏消息。美国史上罕见罚单！英特尔...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103031629547e64489b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/db9d40affd7144ecdfdd62b9c8b3aed5","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","INTC":"英特尔"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103031629547e64489b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2116148548","content_text":"本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。曾是全球最大芯片制造商的英特尔正在走向没落：不断受到新晋者的挑战，其市值一度被三星、台积电、英伟达超越；与苹果分手后，先进制程技术突围失败，无奈变卖家当，以90亿美元的售价将其闪存存储业务出售给韩国SK海力士；眼下研制的7nm芯片又被曝存在缺陷，迟迟不能量产等等。内有隐忧、外有强敌的情况下，英特尔又迎来一个坏消息。美国史上罕见罚单！英特尔专利侵权赔偿140亿据英媒报道，美东时间3月2日，美国得克萨斯州中部城市韦科的陪审团裁定，英特尔公司侵犯一家VLSI技术公司的两项芯片生产专利，需向后者赔偿约21.8亿美元（约合140亿元人民币）。这一次的赔偿金额相当于英特尔公司2020年四季度盈利的一半，这也是美国历史上规模最大的专利侵权赔偿案之一。对此，英特尔强烈反对陪审团的裁定，否认专利侵权，认为VLSI碰瓷，并打算上诉且有信心赢回局面。但事实上，这不是英特尔首次因专利侵权交罚款，2005年英特尔就向MicroUnity系统工程公司支付了3亿美元罚金，2011年向NVIDIA公司支付15亿美元罚金等等。要知道，在台积电等新晋选手崛起之前，得益于深厚的技术底蕴，英特尔还是享誉全球的“芯片之王”，成立50年来始终坚持芯片设计与芯片制造“双管齐下”，拥有覆盖整个芯片产业链的强大业务实力，在半导体领域里有着绝对的话语权。然而，全球化的发展，让什么都想要的英特尔不再拔尖。如今在芯片设计领域，英特尔与强敌AMD相持不下，稍不留意就会败北；在芯片制造领域，有心无力的英特尔又要夺得一席之地，但其10nm芯片自研失败，7nm芯片一再推迟，而竞争对手台积电、三星的5nm芯片早已量产上市。遭新规反噬，美国芯片业出现两大后果！美国芯片之王英特尔之所以加速跌落神坛，除了与自身技术陷入瓶颈之外，还和美国制定的芯片规则脱不了干系。在芯片限制令下，英特尔不能对华自由出货，经济收入自然大幅削减。例如，国际半导体协会（SEMI）曾表示，因为美国芯片出口新规的影响，两个月里美国芯片业销售额就减少了1700万美元（约合1.1亿元人民币）。但美国依旧收紧芯片限制，还企图拉拢日本和荷兰等芯片制造商，要求他们采取对华芯片设备出口限制等措施。有声音指出，美国一系列不合理的阻挠和限制，将会令美芯片业承受两大后果，一是经济蒙受巨大损失，美国商会一份报告指出，痛失中国市场，美国半导体行业将损失830亿美元的经济收入和124000个工作岗位。二是美国芯片制造业将就此走向衰落，而亚洲芯片代工市场则越发繁荣。作为全美最大的芯片企业，近年来单打独斗的英特尔所持有的市场份额正遭到竞争对手蚕食，其正在失去过去几十年来所积累起来的竞争优势。或者说，拒绝分工合作，坚持走全能模式的英特尔今日所遇到的瓶颈，就是美国芯片行业的瓶颈。如果不吸取教训，美国芯片业哪里会有辉煌的明天？文 | 李泽钚 题 |徐晓冰 图 | 卢文祥&饶建宁 审 | 刘苏林","news_type":1},"isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364734346,"gmtCreate":1614873217485,"gmtModify":1703482418564,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"你","listText":"你","text":"你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364734346","repostId":"2116512573","repostType":2,"isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364606664,"gmtCreate":1614842443558,"gmtModify":1703481824523,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"472元","listText":"472元","text":"472元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364606664","repostId":"1184975170","repostType":4,"repost":{"id":"1184975170","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":1614825574,"share":"https://www.laohu8.com/m/news/1184975170?lang=&edition=full","pubTime":"2021-03-04 10:39","market":"sh","language":"zh","title":"贵州茅台跌超5%报2030.83元，创1月20日以来新低","url":"https://stock-news.laohu8.com/highlight/detail?id=1184975170","media":"老虎资讯综合","summary":"3月4日，贵州茅台跌幅继续扩大，一度跌超5%报2030.83元，创1月20日以来新低，市值2.56万亿元。茅台现价较2月18日创出的历史最高价2627.88元已回调22.7%。","content":"<p>3月4日，<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>跌幅继续扩大，一度跌超5%报2030.83元，创1月20日以来新低，市值2.56万亿元。茅台现价较2月18日创出的历史最高价2627.88元已回调22.7%。</p><p><img src=\"https://static.tigerbbs.com/5f2cc8ac45553e6d67d2a910885db384\" tg-width=\"840\" tg-height=\"470\" 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>贵州茅台跌超5%报2030.83元，创1月20日以来新低</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贵州茅台跌超5%报2030.83元，创1月20日以来新低\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\">2021-03-04 10:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月4日，<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>跌幅继续扩大，一度跌超5%报2030.83元，创1月20日以来新低，市值2.56万亿元。茅台现价较2月18日创出的历史最高价2627.88元已回调22.7%。</p><p><img src=\"https://static.tigerbbs.com/5f2cc8ac45553e6d67d2a910885db384\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aba16b4f88c90908701f4ff26fee613c","relate_stocks":{"600519":"贵州茅台"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184975170","content_text":"3月4日，贵州茅台跌幅继续扩大，一度跌超5%报2030.83元，创1月20日以来新低，市值2.56万亿元。茅台现价较2月18日创出的历史最高价2627.88元已回调22.7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360263359,"gmtCreate":1613929608371,"gmtModify":1613929608371,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360263359","repostId":"2112894382","repostType":2,"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385854646,"gmtCreate":1613534996685,"gmtModify":1613534996685,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"都是**","listText":"都是**","text":"都是**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385854646","repostId":"1168530249","repostType":4,"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385938732,"gmtCreate":1613492425626,"gmtModify":1613492425626,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>国内生产特斯拉装配的配件80%是国产厂家，招回的配件更换都是配套厂家的产品，特斯拉是名誉受到影响，损失都是厂家的问题，否则配件厂家会被踢出供应链体系！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>国内生产特斯拉装配的配件80%是国产厂家，招回的配件更换都是配套厂家的产品，特斯拉是名誉受到影响，损失都是厂家的问题，否则配件厂家会被踢出供应链体系！","text":"$特斯拉(TSLA)$国内生产特斯拉装配的配件80%是国产厂家，招回的配件更换都是配套厂家的产品，特斯拉是名誉受到影响，损失都是厂家的问题，否则配件厂家会被踢出供应链体系！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385938732","isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":381168772,"gmtCreate":1612947249896,"gmtModify":1703767248843,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OCX\">$OncoCyte Corporation(OCX)$</a>目标价位：150美金五年后","listText":"<a href=\"https://laohu8.com/S/OCX\">$OncoCyte Corporation(OCX)$</a>目标价位：150美金五年后","text":"$OncoCyte Corporation(OCX)$目标价位：150美金五年后","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/381168772","isVote":1,"tweetType":1,"viewCount":1969,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535552451236423","authorId":"3535552451236423","name":"好记一点的名字","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"为什么？ 这么看好？","text":"为什么？ 这么看好？","html":"为什么？ 这么看好？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129615497,"gmtCreate":1624370817619,"gmtModify":1624370817619,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"骗骗无知的基民吧？","listText":"骗骗无知的基民吧？","text":"骗骗无知的基民吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129615497","repostId":"1111640986","repostType":4,"isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385854646,"gmtCreate":1613534996685,"gmtModify":1613534996685,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"都是**","listText":"都是**","text":"都是**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385854646","repostId":"1168530249","repostType":4,"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385938732,"gmtCreate":1613492425626,"gmtModify":1613492425626,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>国内生产特斯拉装配的配件80%是国产厂家，招回的配件更换都是配套厂家的产品，特斯拉是名誉受到影响，损失都是厂家的问题，否则配件厂家会被踢出供应链体系！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>国内生产特斯拉装配的配件80%是国产厂家，招回的配件更换都是配套厂家的产品，特斯拉是名誉受到影响，损失都是厂家的问题，否则配件厂家会被踢出供应链体系！","text":"$特斯拉(TSLA)$国内生产特斯拉装配的配件80%是国产厂家，招回的配件更换都是配套厂家的产品，特斯拉是名誉受到影响，损失都是厂家的问题，否则配件厂家会被踢出供应链体系！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385938732","isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383411842,"gmtCreate":1612886717986,"gmtModify":1703766517451,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>16美金还没有开盘，中概股就是上涨下跌等待过几个月8元在买入","listText":"<a href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a>16美金还没有开盘，中概股就是上涨下跌等待过几个月8元在买入","text":"$容联云(RAAS)$16美金还没有开盘，中概股就是上涨下跌等待过几个月8元在买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383411842","isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383372050,"gmtCreate":1612845162770,"gmtModify":1703765759440,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"白菜韭菜","listText":"白菜韭菜","text":"白菜韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383372050","repostId":"1194357857","repostType":4,"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129663032,"gmtCreate":1624371202226,"gmtModify":1624371202226,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"企业的发展及创新能力是产品的技术发展及市场份额的增长空间，说白话就是产品价格的下降及市场份额的增长，学几天金融就明白企业的管理水平就是笑话！等待打脸吧！[喷血]&nbsp;","listText":"企业的发展及创新能力是产品的技术发展及市场份额的增长空间，说白话就是产品价格的下降及市场份额的增长，学几天金融就明白企业的管理水平就是笑话！等待打脸吧！[喷血]&nbsp;","text":"企业的发展及创新能力是产品的技术发展及市场份额的增长空间，说白话就是产品价格的下降及市场份额的增长，学几天金融就明白企业的管理水平就是笑话！等待打脸吧！[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129663032","repostId":"1111640986","repostType":4,"isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185622991,"gmtCreate":1623647094713,"gmtModify":1623647094713,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"能不能行吗？什么都来割韭菜盒子.韭菜花也能上市？","listText":"能不能行吗？什么都来割韭菜盒子.韭菜花也能上市？","text":"能不能行吗？什么都来割韭菜盒子.韭菜花也能上市？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185622991","repostId":"2142033224","repostType":4,"repost":{"id":"2142033224","pubTimestamp":1623641696,"share":"https://www.laohu8.com/m/news/2142033224?lang=&edition=full","pubTime":"2021-06-14 11:34","market":"us","language":"zh","title":"一年卖出3.6亿只粽子：百年老字号五芳斋冲刺IPO ","url":"https://stock-news.laohu8.com/highlight/detail?id=2142033224","media":"新浪财经综合","summary":"百年老字号冲刺IPO 董事长却说：“不会包粽子”来源：全景财经老字号在资本市场上还香吗？端午节来临之际，百年“老字号”企业浙江五芳斋实业股份有限公司的A股上市申请获受理，拟冲击“粽子第一股”。招股书显示，2020年五芳斋全年销售了3.66亿只粽子，粽子系列产品贡献了16.44亿元的营收，占总营收比例的7成。图/五芳斋招股书一年卖出3.66亿只粽子营收净利双下滑五芳斋这一纸招股书一经披露，其业绩的面纱也被揭开。","content":"<p>老字号在资本市场上还香吗？</p>\n<p>端午节来临之际，百年“老字号”企业浙江五芳斋实业股份有限公司（以下简称“五芳斋”）的A股上市申请获受理，拟冲击“粽子第一股”。</p>\n<p>招股书显示，2020年五芳斋全年销售了3.66亿只粽子，粽子系列产品贡献了16.44亿元的营收，占总营收比例的7成。</p>\n<p>此次IPO，五芳斋拟募资11亿元，用于五芳斋三期<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>食品车间建设等5个项目。</p>\n<p><img src=\"https://static.tigerbbs.com/02f1ea7ce0140e1734c7d7d38b9fad10\" tg-width=\"550\" tg-height=\"218\" referrerpolicy=\"no-referrer\">图/五芳斋招股书</p>\n<p>在新式餐饮品牌不断奔赴资本市场之际，五芳斋这家传统食品企业在此时选择冲击IPO，究竟是为何？</p>\n<p>百年老字号冲击A股</p>\n<p>“100岁，正年轻。”这是五芳斋在自家官网上的自述。据了解，“五芳斋”的历史可追溯至1921年，距今刚好100年。</p>\n<p>作为全国首批“中华老字号”企业之一，2004年五芳斋被国家商标局认定为中国驰名商标。公司的粽子制作方法源于百年传承的传统工艺，该制作技艺于2011年被文化部收录进第三批国家级非物质文化遗产名录。</p>\n<p>早在2019年，五芳斋就开始尝试探寻上市之路。当年4月五芳斋与<a href=\"https://laohu8.com/S/000776\">广发证券</a>签署上市辅导协议，但时隔五个月后，双方一致决定终止上市辅导，其上市辅导随后转至<a href=\"https://laohu8.com/S/601995\">中金公司</a>。</p>\n<p>2020年9月，五芳斋的上市辅导机构又由<a href=\"https://laohu8.com/S/601878\">浙商证券</a>接手，经过三家券商倒腾，今年3月五芳斋终于完成上市辅导。</p>\n<p>招股书信息显示，此次上市主体五芳斋，经浙江省人民政府证券委员会批准，由嘉兴市五芳斋粽子公司整体改组，同时吸纳嘉兴百货、嘉兴肉类中心、嘉兴酿造、嘉兴农科院及582名自然人共同作为发起人，于1998年发起设立的股份有限公司。</p>\n<p>上述股份有限公司设立3年后，五芳斋开始进行国有股转让，从而在经过多轮增资和股权转让后，由国资变身为民企。</p>\n<p><img src=\"https://static.tigerbbs.com/6594a3b61f07dc6ffa539fc3a02dd578\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\">图/五芳斋招股书</p>\n<p>截至招股书签署日，五芳斋集团直接和间接持有发行人3782.45万股股份，合计占总股本的50.06%，为发行人的控股股东。</p>\n<p>而厉建平与厉昊嘉父子通过五芳斋集团合计间接控制发行人50.06%的股份，为发行人的实际控制人。其中，厉建平任公司董事长、五芳斋集团董事长，厉昊嘉任公司董事兼总审计师。</p>\n<p>有意思的是，在一个媒体采访中，厉建平坦言自己“不会包粽子”。媒体追问他：“连包粽子都不会，又如何执掌五芳斋？”</p>\n<p>面对媒体的犀利发问，他表示：“五芳斋虽然是老字号，但它已不是传统意义上的老字号作坊。领导一个作坊，跟领导一家现代化的企业集团是两个概念。前者靠师傅传、帮、带，后者需要现代化的企业经营理念和管理体制。”</p>\n<p>值得一提的是，<a href=\"https://laohu8.com/S/000895\">双汇发展</a>（000895）持有五芳斋150万股股份，持股占比1.99%，为其第八大股东。此外，双汇发展还是五芳斋的第一大供应商，2020年采购金额为7836.76万元。</p>\n<p><img src=\"https://static.tigerbbs.com/4ce1fd52006b40b2e0d845dbb82f6d47\" tg-width=\"550\" tg-height=\"375\" referrerpolicy=\"no-referrer\">图/五芳斋招股书</p>\n<p>一年卖出3.66亿只粽子&nbsp;营收净利双下滑</p>\n<p>五芳斋这一纸招股书一经披露，其业绩的面纱也被揭开。</p>\n<p>做了百年粽子的五芳斋核心业务自然是粽子。2018年至2020年，五芳斋分别销售4.11亿、4.08亿、3.66亿只粽子，对应的销售额分别为15.02亿元、16.09亿元、16.44亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/1684b101223020f362be7873b0c20ed9\" tg-width=\"550\" tg-height=\"239\" referrerpolicy=\"no-referrer\">图/五芳斋招股书</p>\n<p>近几年，粽子系列业务对五芳斋总营收的贡献由2018年的66.28%提升至2020年的70.77%。</p>\n<p>然而从销售数量也可以看出，近年来五芳斋的粽子业务销量一直在下滑，销量下滑但销售总额在上涨，这意味着粽子单价在上涨，2018年五芳斋粽子单价为2.99元/100g，2020年上涨至3.68元/100g。</p>\n<p><img src=\"https://static.tigerbbs.com/9dab36a476357cea830bace8839168c1\" tg-width=\"550\" tg-height=\"167\" referrerpolicy=\"no-referrer\">图/五芳斋招股书</p>\n<p>由于产量巨大，五芳斋的粽子也并非全由自己生产，2020年，其通过委托加工模式生产的粽子产量占粽子总产量的25.01%，即每4个五芳斋粽子里就有1个外包的。</p>\n<p>综合来看，近几年五芳斋的营收规模表现较为稳定，但其业绩在2020年出现一定下滑。</p>\n<p>2018年至2020年期间，五芳斋分别实现营收24.23亿元、25.07亿元、24.21亿元；同期归母净利润分别为0.97亿元、1.63亿元、1.42亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/86494e410ca9219baa49eea389341a86\" tg-width=\"550\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p>\n<p>五芳斋坦言，2020年，新冠疫情对其经营业绩产生了负面影响。未来若由于行业竞争加剧、下游市场波动等原因导致公司主要产品供需发生不利变化，可能对公司业务开展产生影响，并可能导致公司经营业务发生下滑。</p>\n<p>粽子市场未来还有多大想象空间？</p>\n<p>粽子是中国历史文化积淀深厚的传统美食代表。一颗小小的粽子背靠的也是一个百亿级的市场。</p>\n<p>据五芳斋招股书显示，2015年中国粽子市场规模为49.16亿元，到2019年增长至73.37亿元，复合增长率达10.53%。未来，随着传统文化的回归与弘扬，叠加粽子方便食品的属性，预计到2024年中国粽子市场规模将增长至102.91亿元，2020年至2024年复合增长率预计为7%。</p>\n<p><img src=\"https://static.tigerbbs.com/bd0bce641086e3485e0a8235d3acc9d1\" tg-width=\"550\" tg-height=\"352\" referrerpolicy=\"no-referrer\">图/五芳斋招股书</p>\n<p>从上图也可以看出，粽子细分市场每一年的增长空间在6亿左右。而从五芳斋近几年的营收规模来看，并未见明显的增长。这意味着，这部分增量市场或可能被竞争对手瓜分。</p>\n<p>而目前在粽子生产制造和销售领域，五芳斋的竞争对手就包括稻香村、真真老老、<a href=\"https://laohu8.com/S/002216\">三全食品</a>、思念食品、<a href=\"https://laohu8.com/S/603866\">桃李面包</a>等；在月饼等糕点生产制造和销售领域，也聚集了<a href=\"https://laohu8.com/S/603043\">广州酒家</a>、元祖食品、稻香村、美心集团、杏花楼等强劲对手。</p>\n<p>相对而言，粽子行业的进入门槛并不高，行业壁垒主要体现在品牌、食品安全、销售渠道、规模化生产等方面。</p>\n<p>从2019年端午节期间商超渠道粽子主要品牌占有率来看，五芳斋已30.2%的份额位列第一，其次为三全食品和思念食品。</p>\n<p><img src=\"https://static.tigerbbs.com/426e1dd7398c163a10fcea3ed70897eb\" tg-width=\"550\" tg-height=\"348\" referrerpolicy=\"no-referrer\">图/五芳斋招股书</p>\n<p>五芳斋也在加紧布局淘宝、天猫、<a href=\"https://laohu8.com/S/JD\">京东</a>、苏宁等线上平台，并结合大数据技术进行精准营销，通过口味创新、IP 联名、私人定制等方式更贴近消费者，使端午“粽子”文化走向更多年轻群体。</p>\n<p>但市场仍然担忧，在同质化严重的市场，五芳斋能否长期稳坐粽子领域的头把交椅？</p>\n<p>值得一提的是，同样来自浙江嘉兴的真真老老，也是一家专注做粽子老字号企业，其2015年被<a href=\"https://laohu8.com/S/002695\">煌上煌</a>收购后，增长势头强劲。2020年，真真老老营收、净利润分别达4.56亿元、1000.71万元。</p>\n<p>销量已经出现下滑的五芳斋，是否能持续依靠提价维持现有的业绩，答案是很显然的。因此五芳斋近年来开始在业务布局上下功夫，逐渐从粽子走向大食品。但效果似乎也不太好。</p>\n<p>除了粽子系列业务，五芳斋的业务还涉及月饼系列、餐食系列、蛋制品、糕点及其他方面，然而前两项业务发展与粽子系列也较为类似，目前对利润未见明显增长点。而餐食系列则呈现明显的下滑趋势，2020年较2018年下滑5.78个百分点。</p>\n<p>招股书显示，五芳斋餐饮业务未来三年还将继续扩张。至2023年，公司新设直营店将达30家。但从目前来看，餐饮业务能否成为其未来的业绩增长点，尚未可知。</p>\n<p>老字号陷入转型困境</p>\n<p>除了五芳斋，还有一些老字号在经过漫长的时间考验后，积累下来优质品牌。随着国潮兴起，老字号也迎来了新的发展机会。</p>\n<p>目前，众多老字号品牌将目光转向了资本市场。如张小泉、德州扒鸡等在内的老字号企业都在冲刺资本市场。</p>\n<p>今年2月已经过会的张小泉曾一度接近亏损。但随着数字化转型成效突出，张小泉搭乘了电商发展的顺风车，从2009年底起，张小泉开始布局线上市场，现在已经形成了自营与经销相融合的全网电子商务运营的模式，至2019年，其线上销售占比已接近40%。</p>\n<p>目前A股市场中的老字号也接近50家，如<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>、片仔黄、<a href=\"https://laohu8.com/S/000538\">云南白药</a>等发展突出的代表企业。</p>\n<p>但更多的老字号企业如今却面临着发展困局。据清晖智库统计，在近2000家老字号餐饮企业中，仅有10%经营良好，剩下的大多勉强维持现状。</p>\n<p>以<a href=\"https://laohu8.com/S/002186\">全聚德</a>为例，该公司营收规模已经从2016年的18.47亿元左右下滑至2020年的7.83亿元；净利润则由2016年的盈利1.4亿元转至2020年的亏损2.62亿元。</p>\n<p>而全聚德多次对外称，业绩下滑主要是受餐饮行业，尤其是中式正餐竞争加剧影响，公司年度接待人次同比减少导致业绩出现下滑。</p>\n<p>从全聚德也可以看出，资本市场并非一片坦途。为何五芳斋选择此时冲击IPO？</p>\n<p>值得一提的是，今年2 月，宁波复聚和宁波永戊分别与五芳斋集团签署了两份补充协议，分别约定若五芳斋在2022年12月31日和2021年12月31日前未能实现其在A股上市，则有权向五芳斋集团提出回购请求。</p>\n<p>另一方面，有分析认为，五芳斋寻求上市是为了寻求突破。此外，奈雪的茶等新式餐饮品牌奔赴资本市场之际，市场愿意给予较高的估值。五芳斋最终能否搭上资本的快车，更上一层楼，还有待观察。 </p>","source":"sina_symbol","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>一年卖出3.6亿只粽子：百年老字号五芳斋冲刺IPO </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一年卖出3.6亿只粽子：百年老字号五芳斋冲刺IPO \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 11:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2021-06-10/doc-ikqcfnca0342676.shtml><strong>新浪财经综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>老字号在资本市场上还香吗？\n端午节来临之际，百年“老字号”企业浙江五芳斋实业股份有限公司（以下简称“五芳斋”）的A股上市申请获受理，拟冲击“粽子第一股”。\n招股书显示，2020年五芳斋全年销售了3.66亿只粽子，粽子系列产品贡献了16.44亿元的营收，占总营收比例的7成。\n此次IPO，五芳斋拟募资11亿元，用于五芳斋三期智能食品车间建设等5个项目。\n图/五芳斋招股书\n在新式餐饮品牌不断奔赴资本市场...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2021-06-10/doc-ikqcfnca0342676.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/029b5d4f26e3d6000c366d22965cab6d","relate_stocks":{},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2021-06-10/doc-ikqcfnca0342676.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142033224","content_text":"老字号在资本市场上还香吗？\n端午节来临之际，百年“老字号”企业浙江五芳斋实业股份有限公司（以下简称“五芳斋”）的A股上市申请获受理，拟冲击“粽子第一股”。\n招股书显示，2020年五芳斋全年销售了3.66亿只粽子，粽子系列产品贡献了16.44亿元的营收，占总营收比例的7成。\n此次IPO，五芳斋拟募资11亿元，用于五芳斋三期智能食品车间建设等5个项目。\n图/五芳斋招股书\n在新式餐饮品牌不断奔赴资本市场之际，五芳斋这家传统食品企业在此时选择冲击IPO，究竟是为何？\n百年老字号冲击A股\n“100岁，正年轻。”这是五芳斋在自家官网上的自述。据了解，“五芳斋”的历史可追溯至1921年，距今刚好100年。\n作为全国首批“中华老字号”企业之一，2004年五芳斋被国家商标局认定为中国驰名商标。公司的粽子制作方法源于百年传承的传统工艺，该制作技艺于2011年被文化部收录进第三批国家级非物质文化遗产名录。\n早在2019年，五芳斋就开始尝试探寻上市之路。当年4月五芳斋与广发证券签署上市辅导协议，但时隔五个月后，双方一致决定终止上市辅导，其上市辅导随后转至中金公司。\n2020年9月，五芳斋的上市辅导机构又由浙商证券接手，经过三家券商倒腾，今年3月五芳斋终于完成上市辅导。\n招股书信息显示，此次上市主体五芳斋，经浙江省人民政府证券委员会批准，由嘉兴市五芳斋粽子公司整体改组，同时吸纳嘉兴百货、嘉兴肉类中心、嘉兴酿造、嘉兴农科院及582名自然人共同作为发起人，于1998年发起设立的股份有限公司。\n上述股份有限公司设立3年后，五芳斋开始进行国有股转让，从而在经过多轮增资和股权转让后，由国资变身为民企。\n图/五芳斋招股书\n截至招股书签署日，五芳斋集团直接和间接持有发行人3782.45万股股份，合计占总股本的50.06%，为发行人的控股股东。\n而厉建平与厉昊嘉父子通过五芳斋集团合计间接控制发行人50.06%的股份，为发行人的实际控制人。其中，厉建平任公司董事长、五芳斋集团董事长，厉昊嘉任公司董事兼总审计师。\n有意思的是，在一个媒体采访中，厉建平坦言自己“不会包粽子”。媒体追问他：“连包粽子都不会，又如何执掌五芳斋？”\n面对媒体的犀利发问，他表示：“五芳斋虽然是老字号，但它已不是传统意义上的老字号作坊。领导一个作坊，跟领导一家现代化的企业集团是两个概念。前者靠师傅传、帮、带，后者需要现代化的企业经营理念和管理体制。”\n值得一提的是，双汇发展（000895）持有五芳斋150万股股份，持股占比1.99%，为其第八大股东。此外，双汇发展还是五芳斋的第一大供应商，2020年采购金额为7836.76万元。\n图/五芳斋招股书\n一年卖出3.66亿只粽子 营收净利双下滑\n五芳斋这一纸招股书一经披露，其业绩的面纱也被揭开。\n做了百年粽子的五芳斋核心业务自然是粽子。2018年至2020年，五芳斋分别销售4.11亿、4.08亿、3.66亿只粽子，对应的销售额分别为15.02亿元、16.09亿元、16.44亿元。\n图/五芳斋招股书\n近几年，粽子系列业务对五芳斋总营收的贡献由2018年的66.28%提升至2020年的70.77%。\n然而从销售数量也可以看出，近年来五芳斋的粽子业务销量一直在下滑，销量下滑但销售总额在上涨，这意味着粽子单价在上涨，2018年五芳斋粽子单价为2.99元/100g，2020年上涨至3.68元/100g。\n图/五芳斋招股书\n由于产量巨大，五芳斋的粽子也并非全由自己生产，2020年，其通过委托加工模式生产的粽子产量占粽子总产量的25.01%，即每4个五芳斋粽子里就有1个外包的。\n综合来看，近几年五芳斋的营收规模表现较为稳定，但其业绩在2020年出现一定下滑。\n2018年至2020年期间，五芳斋分别实现营收24.23亿元、25.07亿元、24.21亿元；同期归母净利润分别为0.97亿元、1.63亿元、1.42亿元。\n\n五芳斋坦言，2020年，新冠疫情对其经营业绩产生了负面影响。未来若由于行业竞争加剧、下游市场波动等原因导致公司主要产品供需发生不利变化，可能对公司业务开展产生影响，并可能导致公司经营业务发生下滑。\n粽子市场未来还有多大想象空间？\n粽子是中国历史文化积淀深厚的传统美食代表。一颗小小的粽子背靠的也是一个百亿级的市场。\n据五芳斋招股书显示，2015年中国粽子市场规模为49.16亿元，到2019年增长至73.37亿元，复合增长率达10.53%。未来，随着传统文化的回归与弘扬，叠加粽子方便食品的属性，预计到2024年中国粽子市场规模将增长至102.91亿元，2020年至2024年复合增长率预计为7%。\n图/五芳斋招股书\n从上图也可以看出，粽子细分市场每一年的增长空间在6亿左右。而从五芳斋近几年的营收规模来看，并未见明显的增长。这意味着，这部分增量市场或可能被竞争对手瓜分。\n而目前在粽子生产制造和销售领域，五芳斋的竞争对手就包括稻香村、真真老老、三全食品、思念食品、桃李面包等；在月饼等糕点生产制造和销售领域，也聚集了广州酒家、元祖食品、稻香村、美心集团、杏花楼等强劲对手。\n相对而言，粽子行业的进入门槛并不高，行业壁垒主要体现在品牌、食品安全、销售渠道、规模化生产等方面。\n从2019年端午节期间商超渠道粽子主要品牌占有率来看，五芳斋已30.2%的份额位列第一，其次为三全食品和思念食品。\n图/五芳斋招股书\n五芳斋也在加紧布局淘宝、天猫、京东、苏宁等线上平台，并结合大数据技术进行精准营销，通过口味创新、IP 联名、私人定制等方式更贴近消费者，使端午“粽子”文化走向更多年轻群体。\n但市场仍然担忧，在同质化严重的市场，五芳斋能否长期稳坐粽子领域的头把交椅？\n值得一提的是，同样来自浙江嘉兴的真真老老，也是一家专注做粽子老字号企业，其2015年被煌上煌收购后，增长势头强劲。2020年，真真老老营收、净利润分别达4.56亿元、1000.71万元。\n销量已经出现下滑的五芳斋，是否能持续依靠提价维持现有的业绩，答案是很显然的。因此五芳斋近年来开始在业务布局上下功夫，逐渐从粽子走向大食品。但效果似乎也不太好。\n除了粽子系列业务，五芳斋的业务还涉及月饼系列、餐食系列、蛋制品、糕点及其他方面，然而前两项业务发展与粽子系列也较为类似，目前对利润未见明显增长点。而餐食系列则呈现明显的下滑趋势，2020年较2018年下滑5.78个百分点。\n招股书显示，五芳斋餐饮业务未来三年还将继续扩张。至2023年，公司新设直营店将达30家。但从目前来看，餐饮业务能否成为其未来的业绩增长点，尚未可知。\n老字号陷入转型困境\n除了五芳斋，还有一些老字号在经过漫长的时间考验后，积累下来优质品牌。随着国潮兴起，老字号也迎来了新的发展机会。\n目前，众多老字号品牌将目光转向了资本市场。如张小泉、德州扒鸡等在内的老字号企业都在冲刺资本市场。\n今年2月已经过会的张小泉曾一度接近亏损。但随着数字化转型成效突出，张小泉搭乘了电商发展的顺风车，从2009年底起，张小泉开始布局线上市场，现在已经形成了自营与经销相融合的全网电子商务运营的模式，至2019年，其线上销售占比已接近40%。\n目前A股市场中的老字号也接近50家，如贵州茅台、片仔黄、云南白药等发展突出的代表企业。\n但更多的老字号企业如今却面临着发展困局。据清晖智库统计，在近2000家老字号餐饮企业中，仅有10%经营良好，剩下的大多勉强维持现状。\n以全聚德为例，该公司营收规模已经从2016年的18.47亿元左右下滑至2020年的7.83亿元；净利润则由2016年的盈利1.4亿元转至2020年的亏损2.62亿元。\n而全聚德多次对外称，业绩下滑主要是受餐饮行业，尤其是中式正餐竞争加剧影响，公司年度接待人次同比减少导致业绩出现下滑。\n从全聚德也可以看出，资本市场并非一片坦途。为何五芳斋选择此时冲击IPO？\n值得一提的是，今年2 月，宁波复聚和宁波永戊分别与五芳斋集团签署了两份补充协议，分别约定若五芳斋在2022年12月31日和2021年12月31日前未能实现其在A股上市，则有权向五芳斋集团提出回购请求。\n另一方面，有分析认为，五芳斋寻求上市是为了寻求突破。此外，奈雪的茶等新式餐饮品牌奔赴资本市场之际，市场愿意给予较高的估值。五芳斋最终能否搭上资本的快车，更上一层楼，还有待观察。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341680373,"gmtCreate":1617808092892,"gmtModify":1617808092892,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341680373","repostId":"1171285496","repostType":4,"isVote":1,"tweetType":1,"viewCount":1529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312053696,"gmtCreate":1611978038915,"gmtModify":1703757249649,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"o<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>","listText":"o<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>","text":"o$台积电(TSM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312053696","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129634386,"gmtCreate":1624370644545,"gmtModify":1624370644545,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"什么魔女都会变成妖女，木头姐怎么样？一样被市场所淘汰！","listText":"什么魔女都会变成妖女，木头姐怎么样？一样被市场所淘汰！","text":"什么魔女都会变成妖女，木头姐怎么样？一样被市场所淘汰！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129634386","repostId":"1111640986","repostType":4,"isVote":1,"tweetType":1,"viewCount":1907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":168114202,"gmtCreate":1623964947406,"gmtModify":1623964947406,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"当年中国石油中签多爽，","listText":"当年中国石油中签多爽，","text":"当年中国石油中签多爽，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168114202","repostId":"2143189761","repostType":2,"repost":{"id":"2143189761","pubTimestamp":1623814493,"share":"https://www.laohu8.com/m/news/2143189761?lang=&edition=full","pubTime":"2021-06-16 11:34","market":"us","language":"zh","title":"此生还有解套希望？中国石油连续大涨创一年新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2143189761","media":"证券之星原创","summary":"近期，中国石油股价连续大涨。截至发稿，中国石油为5.4元/股，涨幅为3.06%，创下年内新高。而相对于2021年2月4日触及年内低点4.05元/股，中国石油年内涨幅已高达30%。国际油价的上升中石油股价的罕见上涨是和当前整个石油市场大规模涨价密不可分的一个趋势。所以中国石油的上涨与国际油价的上升密不可分。不过也有不少机构看好中国石油，比如，OPEC就预期今年下半年石油需求将大涨。","content":"<html><body><article><p>近期，<a href=\"https://laohu8.com/S/601857\">中国石油</a>股价连续大涨。截至发稿，中国石油为5.4元/股，涨幅为3.06%，创下年内新高。</p><p>而相对于2021年2月4日触及年内低点4.05元/股，中国石油年内涨幅已高达30%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210616113707019v2351if9pfpuz9y\"/><p>2007年11月5日，中国石油上市了。中国石油开盘价位48.6，然后股价只涨了2分钱，就开始一路下跌。甚至有股民买在48.62元/股，这一套就是14年。</p><p>此外，其余石油股也涨势喜人。整个石油矿业板块在<a href=\"https://laohu8.com/S/PTR\">中石油</a>的带动下领涨两市。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210616113709287v2352myfmp1o1bm\"/><p><strong>中国石油是因什么上涨呢？股民还有解套的希望吗？</strong></p><p><strong>国际油价的上升</strong></p><p>中石油股价的罕见上涨是和当前整个石油市场大规模涨价密不可分的一个趋势。国际原油价格13年下跌了92%，中国石油的盈利盈利13年下滑了90%，股票的价格13年下跌了92%。</p><p>去年疫情期间，整个石油价格由地板价进行保护，但是那个时候中石油的利润水平却并没有我们想象中的那么高。</p><p>反而在国际油价上涨的时候，中国石油反而有了比较好的市场发展的基础，毛利率将提高，公司的盈利能力也得到提高，这就是中石油特殊的属性所决定的。资料显示，从2020年5月份，石油价格就开始了上涨，目前涨幅为112%。</p><p>去年一季度中石油的毛利率只有16%，现在高达23%。所以中国石油的上涨与国际油价的上升密不可分。</p><p><strong>股民还有解套的希望吗？</strong></p><p>值得注意的是，<span>毛利</span>的上涨，并不是可以持续的。所以，如果未来原油价格能持续上涨，中石油股价的上涨将是大概率事件。</p><p>如果仅仅依靠这种宏观条件来支撑股价上涨的话，这种上涨还是不稳定的，甚至有较大风险的，所以中国石油当前的上涨只是波段性的，或者说是一定阶段程度的上涨。</p><p>不过也有不少机构看好中国石油，比如，OPEC就预期今年下半年石油需求将大涨。此外，<a href=\"https://laohu8.com/S/GS\">高盛</a>等多家机构也发布研报表示，预计石油需求将继续复苏。</p><p><a href=\"https://laohu8.com/S/601788\">光大证券</a>也表示，由于油价上升提振上游板块业绩，加上中石油在天然气管道板块盈利能力大幅改善、减油增化战略布局逐步完成后竞争优势将更为明显，未来存在一定的上涨空间，给出了买入评级。</p></article></body></html>","source":"tencent","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>此生还有解套希望？中国石油连续大涨创一年新高</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此生还有解套希望？中国石油连续大涨创一年新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 11:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061611371179c6aa4a&s=b><strong>证券之星原创</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，中国石油股价连续大涨。截至发稿，中国石油为5.4元/股，涨幅为3.06%，创下年内新高。而相对于2021年2月4日触及年内低点4.05元/股，中国石油年内涨幅已高达30%。2007年11月5日，中国石油上市了。中国石油开盘价位48.6，然后股价只涨了2分钱，就开始一路下跌。甚至有股民买在48.62元/股，这一套就是14年。此外，其余石油股也涨势喜人。整个石油矿业板块在中石油的带动下领涨两市。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061611371179c6aa4a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d26deea7720c8db4c30c727d9798d48e","relate_stocks":{"601857":"中国石油"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061611371179c6aa4a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2143189761","content_text":"近期，中国石油股价连续大涨。截至发稿，中国石油为5.4元/股，涨幅为3.06%，创下年内新高。而相对于2021年2月4日触及年内低点4.05元/股，中国石油年内涨幅已高达30%。2007年11月5日，中国石油上市了。中国石油开盘价位48.6，然后股价只涨了2分钱，就开始一路下跌。甚至有股民买在48.62元/股，这一套就是14年。此外，其余石油股也涨势喜人。整个石油矿业板块在中石油的带动下领涨两市。中国石油是因什么上涨呢？股民还有解套的希望吗？国际油价的上升中石油股价的罕见上涨是和当前整个石油市场大规模涨价密不可分的一个趋势。国际原油价格13年下跌了92%，中国石油的盈利盈利13年下滑了90%，股票的价格13年下跌了92%。去年疫情期间，整个石油价格由地板价进行保护，但是那个时候中石油的利润水平却并没有我们想象中的那么高。反而在国际油价上涨的时候，中国石油反而有了比较好的市场发展的基础，毛利率将提高，公司的盈利能力也得到提高，这就是中石油特殊的属性所决定的。资料显示，从2020年5月份，石油价格就开始了上涨，目前涨幅为112%。去年一季度中石油的毛利率只有16%，现在高达23%。所以中国石油的上涨与国际油价的上升密不可分。股民还有解套的希望吗？值得注意的是，毛利的上涨，并不是可以持续的。所以，如果未来原油价格能持续上涨，中石油股价的上涨将是大概率事件。如果仅仅依靠这种宏观条件来支撑股价上涨的话，这种上涨还是不稳定的，甚至有较大风险的，所以中国石油当前的上涨只是波段性的，或者说是一定阶段程度的上涨。不过也有不少机构看好中国石油，比如，OPEC就预期今年下半年石油需求将大涨。此外，高盛等多家机构也发布研报表示，预计石油需求将继续复苏。光大证券也表示，由于油价上升提振上游板块业绩，加上中石油在天然气管道板块盈利能力大幅改善、减油增化战略布局逐步完成后竞争优势将更为明显，未来存在一定的上涨空间，给出了买入评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188621837,"gmtCreate":1623433945529,"gmtModify":1623433945529,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这种股票是骗子玩得杀猪盘游戏！骗骗新生婴儿肥宝可以有效","listText":"这种股票是骗子玩得杀猪盘游戏！骗骗新生婴儿肥宝可以有效","text":"这种股票是骗子玩得杀猪盘游戏！骗骗新生婴儿肥宝可以有效","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188621837","repostId":"2142785312","repostType":2,"repost":{"id":"2142785312","pubTimestamp":1623334092,"share":"https://www.laohu8.com/m/news/2142785312?lang=&edition=full","pubTime":"2021-06-10 22:08","market":"us","language":"zh","title":"研控科技盘中异动 股价大涨5.13%报13.70美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2142785312","media":"自选股智能写手","summary":"北京时间2021年06月10日22时08分，研控科技股票出现波动，股价大幅拉升5.13%。截至发稿，该股报13.70美元/股，成交量14.2262万股，换手率0.78%，振幅4.07%。研控科技股票所在的油气设备与服务行业中，整体涨幅为0.04%。消息层面，截至22时08分，研控科技股票正面舆情新闻比例100%。","content":"<html><body><article><p>北京时间2021年06月10日22时08分，<a href=\"https://laohu8.com/S/RCON\">研控科技</a>（RCON.us）股票出现波动，股价大幅<span>拉升</span>5.13%。截至发稿，该股报13.70美元/股，成交量14.2262万股，<span>换手率</span>0.78%，振幅4.07%。</p><p>最近的财报数据显示，该股实现<span>营业收入</span>3.72百万美元，<span>净利润</span>-1.32百万美元，<span>每股收益</span>-0.18美元，<span>毛利</span>991614.51美元，市盈率-23.11倍。</p><p>机构评级方面，目前暂无机构对该股做出“买入、持有、卖出”建议。</p><p>研控科技股票所在的油气设备与服务行业中，整体涨幅为0.04%。其相关个股中，Frank'S International Nv、研控科技、Mammoth Energy Services Inc涨幅较大，Klx Energy Services Holdings Inc、研控科技、Frank'S International Nv较为活跃，换手率分别为1.78%、0.78%、0.37%，振幅较大的相关个股有Cypress Environmental Partners Lp、Klx Energy Services Holdings Inc、Frank'S International Nv，振幅分别为9.52%、8.49%、7.58%。</p><p>研控科技公司简介：研控科技有限公司是一家领先的油田服务公司。 该公司从事油田自动化产品，油气生产和运输设备以及工程服务的销售。 它分为三个运营部门：自动化产品和软件，设备和配件以及油田环境保护。 公司的大部分收入来自自动化产品和软件部门。</p><p>消息层面，截至22时08分，研控科技股票正面舆情新闻比例100%。</p><p>（以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）</p></article></body></html>","source":"tencent","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>研控科技盘中异动 股价大涨5.13%报13.70美元</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研控科技盘中异动 股价大涨5.13%报13.70美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 22:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106102208137dd9efd2&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2021年06月10日22时08分，研控科技（RCON.us）股票出现波动，股价大幅拉升5.13%。截至发稿，该股报13.70美元/股，成交量14.2262万股，换手率0.78%，振幅4.07%。最近的财报数据显示，该股实现营业收入3.72百万美元，净利润-1.32百万美元，每股收益-0.18美元，毛利991614.51美元，市盈率-23.11倍。机构评级方面，目前暂无机构对该股做出“买入...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106102208137dd9efd2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"RCON":"研控科技"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106102208137dd9efd2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2142785312","content_text":"北京时间2021年06月10日22时08分，研控科技（RCON.us）股票出现波动，股价大幅拉升5.13%。截至发稿，该股报13.70美元/股，成交量14.2262万股，换手率0.78%，振幅4.07%。最近的财报数据显示，该股实现营业收入3.72百万美元，净利润-1.32百万美元，每股收益-0.18美元，毛利991614.51美元，市盈率-23.11倍。机构评级方面，目前暂无机构对该股做出“买入、持有、卖出”建议。研控科技股票所在的油气设备与服务行业中，整体涨幅为0.04%。其相关个股中，Frank'S International Nv、研控科技、Mammoth Energy Services Inc涨幅较大，Klx Energy Services Holdings Inc、研控科技、Frank'S International Nv较为活跃，换手率分别为1.78%、0.78%、0.37%，振幅较大的相关个股有Cypress Environmental Partners Lp、Klx Energy Services Holdings Inc、Frank'S International Nv，振幅分别为9.52%、8.49%、7.58%。研控科技公司简介：研控科技有限公司是一家领先的油田服务公司。 该公司从事油田自动化产品，油气生产和运输设备以及工程服务的销售。 它分为三个运营部门：自动化产品和软件，设备和配件以及油田环境保护。 公司的大部分收入来自自动化产品和软件部门。消息层面，截至22时08分，研控科技股票正面舆情新闻比例100%。（以上内容为自选股智能机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199708538,"gmtCreate":1620731789424,"gmtModify":1620731789424,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"开错了药方了[喷血]&nbsp;","listText":"开错了药方了[喷血]&nbsp;","text":"开错了药方了[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199708538","repostId":"2134527726","repostType":4,"repost":{"id":"2134527726","pubTimestamp":1620704671,"share":"https://www.laohu8.com/m/news/2134527726?lang=&edition=full","pubTime":"2021-05-11 11:44","market":"hk","language":"zh","title":"老龄化程度加深！复盘日本十倍股，A股潜力股名单来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2134527726","media":"证券时报网","summary":"数据表明，我国人口10年来继续保持低速增长态势。总人口性别比为105.07。统计局表示，我国少儿人口比重回升，生育政策调整取得了积极成效。同时，人口老龄化程度进一步加深，未来一段时期将持续面临人口长期均衡发展的压力。复盘日本十倍股A股对应潜力股名单来了“人口转型”下，楼市整体性投资机会或愈发难以把握，资本市场又将如何表现？据此，梳理出来自A股和港股的30只潜力龙头股，以飨读者。30大潜力股未来成长性值得期待。","content":"<div>\n<p>作者： 陈见南导读人口老龄化程度进一步加深，未来一段时期将持续面临人口长期均衡发展的压力。今天上午10时，国新办举行新闻发布会，介绍第七次全国人口普查主要数据结果并答记者问。国家统计局局长宁吉喆在会上通报，全国人口共141178万人，与2010年的133972万人相比，增加了7206万人，增长5.38%；年平均增长率为0.53%，比2000年到2010年的年平均增长率0.57%下降0.04个百分点...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/zqgd/2021-05-11/doc-ikmyaawc4616735.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","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>老龄化程度加深！复盘日本十倍股，A股潜力股名单来了</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老龄化程度加深！复盘日本十倍股，A股潜力股名单来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 11:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/zqgd/2021-05-11/doc-ikmyaawc4616735.shtml><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者： 陈见南导读人口老龄化程度进一步加深，未来一段时期将持续面临人口长期均衡发展的压力。今天上午10时，国新办举行新闻发布会，介绍第七次全国人口普查主要数据结果并答记者问。国家统计局局长宁吉喆在会上通报，全国人口共141178万人，与2010年的133972万人相比，增加了7206万人，增长5.38%；年平均增长率为0.53%，比2000年到2010年的年平均增长率0.57%下降0.04个百分点...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/zqgd/2021-05-11/doc-ikmyaawc4616735.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/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/zqgd/2021-05-11/doc-ikmyaawc4616735.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134527726","content_text":"作者： 陈见南导读人口老龄化程度进一步加深，未来一段时期将持续面临人口长期均衡发展的压力。今天上午10时，国新办举行新闻发布会，介绍第七次全国人口普查主要数据结果并答记者问。国家统计局局长宁吉喆在会上通报，全国人口共141178万人，与2010年的133972万人相比，增加了7206万人，增长5.38%；年平均增长率为0.53%，比2000年到2010年的年平均增长率0.57%下降0.04个百分点。数据表明，我国人口10年来继续保持低速增长态势。全国人口中，男性人口为723339956人，占51.24%；女性人口为688438768人，占48.76%。总人口性别比为105.07。分区域来看，东部地区人口占39.93％，中部地区占25.83％，西部地区占27.12％，东北地区占6.98％。与2010年相比，东部地区人口所占比重上升2.15个百分点，中部地区下降0.79个百分点，西部地区上升0.22个百分点，东北地区下降1.20个百分点。人口向经济发达区域、城市群进一步集聚。从年龄分布来看，全国人口中，0—14岁人口为253383938人，占17.95%；15—59岁人口为894376020人，占63.35%；60岁及以上人口为264018766人，占18.70%，其中65岁及以上人口为190635280人，占13.50%。与2010年第六次全国人口普查相比，0—14岁人口的比重上升1.35个百分点，15—59岁人口的比重下降6.79个百分点，60岁及以上人口的比重上升5.44个百分点，65岁及以上人口的比重上升4.63个百分点。统计局表示，我国少儿人口比重回升，生育政策调整取得了积极成效。同时，人口老龄化程度进一步加深，未来一段时期将持续面临人口长期均衡发展的压力。大城市人口虹吸或加剧分析人士指出，目前人口还在保持增长，但区域之间不平衡的现象开始凸显，同时老年人口占比上升明显，凸显一定的老龄化趋势。人口拐点隐现，对楼市股市影响如何？中泰证券近期研究报告指出，未来5-10年，伴随第一批建国“婴儿潮”进入“寿终正寝期”，第二批60后“婴儿潮”步入“退休潮”下变为需要财政供养人员，第三批80后“婴儿潮”失去“黄金生育年龄”，我们认为，我国“人口转型”可能走向下一个拐点，即“老龄化与少子化加速”的第Ⅳ阶段，这将对经济与资本市场产生深远影响。对于房地产市场的影响方面，中泰证券认为，通过对日本房地产调控的成败之鉴研究，人口老龄化下房地产的下行是否导致系统性风险的关键在于能否在“人口转型”的前后两个阶段，通过实施“前紧后松”的政策，以实现房价走势的“平滑化”过渡。2017年以来，我国严格的“房住不炒”政策基调以及预留的充足政策空间，就可以预期的未来而言，无需过于担忧人口老龄化下，房地产下行引发系统性风险的可能性。楼市另一个可以遇见结果是，随着人口拐点的愈发临近，城市之间争夺人口的战争即将打响。在过去数年时间里，这种现象已经愈演愈烈。发改委早前已发公告，城区常住人口300万以下的城市，将全面取消落户限制政策，有序的放开放宽城市落户限制，而甚至一些大城市也开始爆发抢人大战。可以想象，人口，尤其是年轻人口，正越来越成为一种稀缺资源，大城市之间的竞争，也将日趋激烈，对小城市的人口虹吸，或将进一步加剧。复盘日本十倍股A股对应潜力股名单来了“人口转型”下，楼市整体性投资机会或愈发难以把握，资本市场又将如何表现？中泰证券对于“鼓励生育类”主题性机会持谨慎态度，并通过复盘日本“十倍股”，认为老龄化下社会结构与消费风向变化下所孕育的投资机会，或是真正长期“十倍牛股”的“集结地”，相关概念板块主要包括药品保健、医美、药妆、健康饮料、宠物经济、新潮国货、互联网消费等。据此，梳理出来自A股和港股的30只潜力龙头股，以飨读者。从行业板块来看，30只潜力股主要集中在互联网消费、药品保健、医美、药妆、健康饮料、国货潮牌等。其中，药品保健贡献9只股票，包括医疗器械龙头迈瑞医疗，创新药龙头恒瑞医药，CRO龙头药明康德，疫苗龙头智飞生物、万泰生物等；互联网消费囊括6只股票，腾讯控股、美团、快手等，以及A股网游龙头三七互娱；健康饮料4只股票，港股农夫山泉，A股百润股份、养元饮品和妙可蓝多；药妆和医美和国货潮牌均有3只股票，药妆有上海家化珀莱雅丸美股份；医美有爱美客华熙生物贝泰妮；国货潮牌有李宁安踏华利集团；宠物经济的中宠股份，殡葬股是港股上市的福寿园。30大潜力股未来成长性值得期待。就今年、明年以及2023年机构一致预期净利增速来看，大部分个股三年净利增速均值超过20%。其中，妙可蓝多、快手-W、美团-W等个股增速均值超过100%，康泰生物、万泰生物、爱美客等个股超过50%，贝泰妮、通策医疗、百润股份、中宠股份、上海家化、智飞生物、药明康德、安踏体育、爱尔眼科等个股超过30%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":105859798,"gmtCreate":1620291459414,"gmtModify":1620291459414,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"是暂时放弃知识产权，不是永远放弃！[贱笑]&nbsp;","listText":"是暂时放弃知识产权，不是永远放弃！[贱笑]&nbsp;","text":"是暂时放弃知识产权，不是永远放弃！[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105859798","repostId":"1125870095","repostType":4,"isVote":1,"tweetType":1,"viewCount":1886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100167763,"gmtCreate":1619590998552,"gmtModify":1619590998552,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"出口二万台以上车还有多少路要走？","listText":"出口二万台以上车还有多少路要走？","text":"出口二万台以上车还有多少路要走？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100167763","repostId":"1164532146","repostType":4,"isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354422987,"gmtCreate":1617197999749,"gmtModify":1617197999749,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心]赔那么一点点小事还有赔12万的人陪着你一起玩耍","listText":"[开心]赔那么一点点小事还有赔12万的人陪着你一起玩耍","text":"[开心]赔那么一点点小事还有赔12万的人陪着你一起玩耍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354422987","repostId":"355954214","repostType":1,"repost":{"id":355954214,"gmtCreate":1617025909238,"gmtModify":1631886478047,"author":{"id":"3577089111763064","authorId":"3577089111763064","name":"Kyler92","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARKG\">$ARKG 20210416 95.0 CALL(ARKG)$</a>ok...","listText":"<a href=\"https://laohu8.com/S/ARKG\">$ARKG 20210416 95.0 CALL(ARKG)$</a>ok...","text":"$ARKG 20210416 95.0 CALL(ARKG)$ok...","images":[{"img":"https://static.tigerbbs.com/8aff83da9561ce5c4c68183729ecaeb3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355954214","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352538978,"gmtCreate":1616983575394,"gmtModify":1616983575394,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352538978","repostId":"1162023690","repostType":4,"repost":{"id":"1162023690","pubTimestamp":1616983019,"share":"https://www.laohu8.com/m/news/1162023690?lang=&edition=full","pubTime":"2021-03-29 09:56","market":"sh","language":"zh","title":"这些毛病，得治！聚焦新能源汽车行业发展隐忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1162023690","media":"新华网","summary":"日前，国家市场监管总局公布了一批车企的汽车召回计划，4万余辆因安全隐患实施召回的车辆中，纯电动新能源汽车超过33000辆。“十四五”规划和2035年远景目标纲要中，新能源汽车被列为“构筑产业体系新支柱","content":"<div>\n<p>日前，国家市场监管总局公布了一批车企的汽车召回计划，4万余辆因安全隐患实施召回的车辆中，纯电动新能源汽车超过33000辆。“十四五”规划和2035年远景目标纲要中，新能源汽车被列为“构筑产业体系新支柱”的战略性新兴产业之一。新华社记者调查发现，当前新能源汽车行业中，“产品指标注水还甩锅客户”“企业还没卖一辆车市值就几千亿”等问题逐渐凸显，“虚假宣传”“虚火过旺”已成为制约行业进一步健康发展的隐忧。...</p>\n\n<a href=\"http://www.xinhuanet.com/2021-03/28/c_1127264904.htm\">Web Link</a>\n\n</div>\n","source":"xhw","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>这些毛病，得治！聚焦新能源汽车行业发展隐忧</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这些毛病，得治！聚焦新能源汽车行业发展隐忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-29 09:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.xinhuanet.com/2021-03/28/c_1127264904.htm><strong>新华网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前，国家市场监管总局公布了一批车企的汽车召回计划，4万余辆因安全隐患实施召回的车辆中，纯电动新能源汽车超过33000辆。“十四五”规划和2035年远景目标纲要中，新能源汽车被列为“构筑产业体系新支柱”的战略性新兴产业之一。新华社记者调查发现，当前新能源汽车行业中，“产品指标注水还甩锅客户”“企业还没卖一辆车市值就几千亿”等问题逐渐凸显，“虚假宣传”“虚火过旺”已成为制约行业进一步健康发展的隐忧。...</p>\n\n<a href=\"http://www.xinhuanet.com/2021-03/28/c_1127264904.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edb5904d62b10798f760277be625646d","relate_stocks":{},"source_url":"http://www.xinhuanet.com/2021-03/28/c_1127264904.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162023690","content_text":"日前，国家市场监管总局公布了一批车企的汽车召回计划，4万余辆因安全隐患实施召回的车辆中，纯电动新能源汽车超过33000辆。“十四五”规划和2035年远景目标纲要中，新能源汽车被列为“构筑产业体系新支柱”的战略性新兴产业之一。新华社记者调查发现，当前新能源汽车行业中，“产品指标注水还甩锅客户”“企业还没卖一辆车市值就几千亿”等问题逐渐凸显，“虚假宣传”“虚火过旺”已成为制约行业进一步健康发展的隐忧。浮夸、注水、甩锅 行业“热”中有忧新能源汽车行业仍然“火热”。国家统计局近期公布的数据显示，今年1至2月，新能源汽车生产量31.7万辆，同比增长达395.3%。中国汽车工业协会最新数据显示，今年前2个月，新能源汽车累计销售同比增长3.2倍。2月，新能源汽车销售同比增长近6倍。截至2020年底，我国新能源汽车保有量达492万辆，比上年增长29.2%，并呈高速增长趋势。但在行业高热度背后也潜藏不少隐忧。产品性能指标“浮夸”“注水”情况时有出现。近期，一位购买大众新迈腾GTE车型的深圳车主对记者表示，厂家宣称的“56公里纯电续航里程”，“即便车辆充满电后自动断电，仪表盘显示的纯电续航里程也只有44公里左右。”4S店方面对此解释是“算法实现的精准续航”。武汉理工大学汽车工程学院副教授杨胜兵表示，当前车企通过夸大宣传对整车实际使用状况下续航里程“注水”，在行业中并不鲜见，因此引发的诉讼争议明显增加。此前某知名车企对其取得电池技术突破的宣传被指不实，引来不少专家批评与业界非议。还有一些车企玩“文字游戏”，将一些行业中常见的技术包装成“黑科技”忽悠消费者。部分车企产品故障频发却习惯性“甩锅”消费者。据市场监管总局数据，2020年新能源汽车因三电系统缺陷召回占召回总数量的31.3%。另据缺陷产品管理中心收到消费者提供的汽车产品缺陷线索数据，新能源汽车缺陷线索中关于动力电池、电机、电控系统的问题线索占总量近半。记者发现，部分车企往往是责任能甩就甩，如：理想ONE新能源车断轴事件中，车企先以“硬件优化升级”搪塞，后在公众压力下才承认存在设计缺陷；前述同品牌产品严重碰撞后安全气囊仍未弹出，车企则回应称“撞的地方不是要点”；在多起特斯拉电动车无故加速造成事故中，特斯拉均试图将事故原因归结为车主误操作；今年1月特斯拉新车断电事件中，企业竟“甩锅”国家电网。“纸上造车”“盲目招商” 行业“虚火”旺多名行业人士及专家向记者表示，目前新能源车销售端“虚假宣传”多见的背后是该行业“虚火过旺”。记者发现，广阔的市场潜力催生出部分纸上“造车”的“PPT车企”。截至目前，恒大汽车公司市值已高达5000亿港元，成为港股中仅次于比亚迪的第二大车企，但该公司尚未有一款量产车型在售。根据日前公布的2020年全年业绩报，从营收占比来看，恒大汽车98.79%营收来自医疗美容及健康管理收入，却只有1.21%营收来自新能源汽车。部分市场人士判断，产能和市值的巨大反差表明新能源汽车行业在资本市场上存在一定程度的估值虚高。国投招商投资管理有限公司总经理杜硕认为：“部分市场主体投机冲动强烈，新能源汽车的头部企业并不多，资产配置中股票又是最容易获得的，很容易就形成过热。”记者还发现，部分地方政府盲目“竞赛”引进新能源汽车项目。“有的地方为拉项目啥都条件都给，有的直接为车企把土地都平整好了。”一位地方政府工作人员向记者透露，“见新能源车项目就抢，审核、甄别都‘绿灯’，生怕自己落在后面。”“一些地方政府拼命上项目，变相助推行业‘虚火’上升。没有真正的市场需求，产品可靠性无法达标。”中国汽车工业协会副秘书长师建华说。此外，杨胜兵表示，2021年新能源车补贴进一步退坡，行业面临全面转向技术能力主导的市场竞争。面对当前国内行业技术积累仍较有限的现实，“浮夸”“虚火”在一定程度上都折射出行业焦虑。抓质量、控资本、提技术 保障行业长远发展多名专家和业内人士向记者表示，核心技术“吹”不出来，行业“虚火”不是真火，新能源车行业要实现长足发展就要“挤泡沫”“降虚火”，多层次、多方面地提升经营、治理效能。中国消费者协会表示，除续航里程“注水”外，2020年新能源汽车涉投诉主要问题还有：充电速度与宣传不符；电池质量问题突出；变速箱异响、顿挫及动力消失等问题较多；售后服务水平不高等。记者发现，有不少消费者希望主管部门针对新能源车“虚假宣传”问题建立更直接更高效的投诉举报机制。杨胜兵认为，当前新能源车企采用宣传手段推广产品无可厚非，这在一定程度上对相关企业引导技术发展方向、吸引超前研发投资有积极影响。但如果沦为“虚假宣传”则不但会直接损害消费者权利，还将对产业链各环节都产生负面影响。他建议，消费者、企业、监管部门等各方应正确认识当前消费预期、产业政策预期与产业真实发展整体水平，相关企业在宣传产品性能时，应将实验品、小试产品与产业整体水平的真实关系表达清楚，消费者也应积极了解行业实况及法律法规政策。对续航里程“注水”等问题，深圳市消委会副秘书长靳丽娟表示，下一步将组织新能源车主流品牌车型的续航里程“残酷测试”，确保续航里程数据准确真实。对于部分地方盲目争抢新能源汽车项目，多地政府相关工作人员建议加强新能源汽车产业规划的顶层设计，在招商引资中把好甄别关。此外业内人士还建议，监管部门应对资本市场针对新能源车行业的“泡沫操作”保持高度警惕。近期，工信部、市场监管总局等部门表示，将采取技术、管理等多类措施，加强新能源汽车质量监管。","news_type":1},"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352661610,"gmtCreate":1616955917330,"gmtModify":1616955917330,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352661610","repostId":"1174857234","repostType":2,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</p>","source":"lsy1601382232898","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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMAT":"应用材料","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","INTC":"英特尔","ASML":"阿斯麦"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321958663,"gmtCreate":1615390128652,"gmtModify":1703488417072,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"快啦！你等待着吧！[看跌]&nbsp;","listText":"快啦！你等待着吧！[看跌]&nbsp;","text":"快啦！你等待着吧！[看跌]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321958663","repostId":"364725330","repostType":1,"repost":{"id":364725330,"gmtCreate":1614876156820,"gmtModify":1703482471666,"author":{"id":"3568711619665469","authorId":"3568711619665469","name":"远东小巴韭特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FRSX\">$Foresight Autonomous Holdings Ltd.(FRSX)$</a>给我跌到三块我就进场试试","listText":"<a href=\"https://laohu8.com/S/FRSX\">$Foresight Autonomous Holdings Ltd.(FRSX)$</a>给我跌到三块我就进场试试","text":"$Foresight Autonomous Holdings Ltd.(FRSX)$给我跌到三块我就进场试试","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364725330","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}