龙啸天地间的个人主页 - 老虎社区

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龙啸天地间

2021-10-15

$牧原股份(002714)$有19年8块买进的朋友吗

龙啸天地间

2021-10-15

猪茅一去不复返

抱歉，原内容已删除

龙啸天地间

2021-09-15

$吉利汽车(00175)$等你爆发看好你[财迷]

龙啸天地间

2021-09-07

一丘之貉，都不是什么好鸟

字节跳动副总裁李亮再度炮轰腾讯

龙啸天地间

2021-09-06

$N张小泉(301055)$要套现跑路了吧

龙啸天地间

2021-08-18

$中航科工(02357)$重仓冲冲冲！！！

龙啸天地间

2021-05-20

$贝壳(BEKE)$痛失一位励志改变行业的大佬[默哀] [默哀] [默哀]

龙啸天地间

2021-05-11

$水滴(WDH)$这都可以上市？

龙啸天地间

2021-04-26

该来的总会来。

市场监管总局依法对美团涉嫌垄断行为立案调查

龙啸天地间

2021-04-16

$斗鱼(DOYU)$有点难搞啊鱼桑！这比赛这么多，流水也漂亮。直播间的主播也好看，咋股票拉拉呢。今年年度我能不能下山就看你了。

龙啸天地间

2021-04-08

$斗鱼(DOYU)$小陈，咱们能挺近20大关嘛。今年能不能在直播间横着走就看你了。

龙啸天地间

2021-04-07

$斗鱼(DOYU)$已经看不到希望了吗

龙啸天地间

2021-01-29

$斗鱼(DOYU)$鱼桑你啥时候能上20

去老虎APP查看更多动态

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href=\"http://news.zol.com.cn/776/7760636.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8bea8b224335f941f6bd882d8b14f1da","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"source_url":"http://news.zol.com.cn/776/7760636.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165842643","content_text":"作者：轻舟\n字节跳动副总裁李亮转载人民日报评论《中纪委网站：资本介入是青少年沉迷网游的重要因素，相关企业不能唯利是图》一文评论道：“此前腾讯与某机构出台报告称游戏无害，受某中学老师批评。就这一篇批评文章，腾讯就推动某地公安立案，刑询这位反对游戏毒害学生的中学老师，此案至今没有结论。”\n在转载评论中，李亮言辞激烈的指出，腾讯利用其影响力介入公权力，影响甚大。以下为字节跳动李亮炮轰腾讯原文：","news_type":1},"isVote":1,"tweetType":1,"viewCount":1978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817329485,"gmtCreate":1630910021247,"gmtModify":1630910021247,"author":{"id":"3574892196759174","authorId":"3574892196759174","name":"龙啸天地间","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574892196759174","authorIdStr":"3574892196759174"},"themes":[],"htmlText":"<a 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16:32","market":"hk","language":"zh","title":"市场监管总局依法对美团涉嫌垄断行为立案调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1127307299","media":"人民日报客户端","summary":"近日，市场监管总局根据举报，依法对美团实施“二选一”等涉嫌垄断行为立案调查。美团：公司将积极配合监管部门调查\n\n今日，美团接到国家市场监管总局通知，依法对美团涉嫌垄断行为立案调查。公司将积极配合监管部门调查，进一步提升业务合规管理水平，保障用户以及各方主体合法权益，促进行业长期健康发展，切实履行社会责任。目前公司各项业务正常运行。","content":"<p>近日，市场监管总局根据举报，依法对美团实施“二选一”等涉嫌垄断行为立案调查。<img src=\"https://static.tigerbbs.com/a04c2185cb591737b4b050c07901650f\" tg-width=\"630\" tg-height=\"368\" referrerpolicy=\"no-referrer\">美团：公司将积极配合监管部门调查</p><p>今日，美团接到国家市场监管总局通知，依法对美团涉嫌垄断行为立案调查。公司将积极配合监管部门调查，进一步提升业务合规管理水平，保障用户以及各方主体合法权益，促进行业长期健康发展，切实履行社会责任。目前公司各项业务正常运行。</p><p><img src=\"https://static.tigerbbs.com/40d80dcf5be949d81abae8a14c42c95a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","source":"rmrbkhd","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://wap.peopleapp.com/article/6186939/6089476><strong>人民日报客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，市场监管总局根据举报，依法对美团实施“二选一”等涉嫌垄断行为立案调查。美团：公司将积极配合监管部门调查今日，美团接到国家市场监管总局通知，依法对美团涉嫌垄断行为立案调查。公司将积极配合监管部门调查，进一步提升业务合规管理水平，保障用户以及各方主体合法权益，促进行业长期健康发展，切实履行社会责任。目前公司各项业务正常运行。</p>\n\n<a href=\"https://wap.peopleapp.com/article/6186939/6089476\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4589810b25a8b6d34214e0147613ce0c","relate_stocks":{"03690":"美团-W"},"source_url":"https://wap.peopleapp.com/article/6186939/6089476","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127307299","content_text":"近日，市场监管总局根据举报，依法对美团实施“二选一”等涉嫌垄断行为立案调查。美团：公司将积极配合监管部门调查今日，美团接到国家市场监管总局通知，依法对美团涉嫌垄断行为立案调查。公司将积极配合监管部门调查，进一步提升业务合规管理水平，保障用户以及各方主体合法权益，促进行业长期健康发展，切实履行社会责任。目前公司各项业务正常运行。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370360540,"gmtCreate":1618552959880,"gmtModify":1618552959880,"author":{"id":"3574892196759174","authorId":"3574892196759174","name":"龙啸天地间","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574892196759174","authorIdStr":"3574892196759174"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/DOYU\">$斗鱼(DOYU)$</a>已经看不到希望了吗","text":"$斗鱼(DOYU)$已经看不到希望了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343772763","isVote":1,"tweetType":1,"viewCount":1438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817458625,"gmtCreate":1630982631767,"gmtModify":1630982631767,"author":{"id":"3574892196759174","authorId":"3574892196759174","name":"龙啸天地间","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574892196759174","authorIdStr":"3574892196759174"},"themes":[],"htmlText":"一丘之貉，都不是什么好鸟","listText":"一丘之貉，都不是什么好鸟","text":"一丘之貉，都不是什么好鸟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817458625","repostId":"2165842643","repostType":4,"repost":{"id":"2165842643","kind":"news","pubTimestamp":1630923185,"share":"https://www.laohu8.com/m/news/2165842643?lang=&edition=full","pubTime":"2021-09-06 18:13","market":"hk","language":"zh","title":"字节跳动副总裁李亮再度炮轰腾讯","url":"https://stock-news.laohu8.com/highlight/detail?id=2165842643","media":"中关村新闻","summary":"在转载评论中，李亮言辞激烈的指出，腾讯利用其影响力介入公权力，影响甚大。","content":"<p>作者：轻舟</p>\n<p>字节跳动副总裁李亮转载人民日报评论《中纪委网站：资本介入是青少年沉迷网游的重要因素，相关企业不能唯利是图》一文评论道：“此前<a href=\"https://laohu8.com/S/00700\">腾讯</a>与某机构出台报告称游戏无害，受某中学老师批评。就这一篇批评文章，腾讯就推动某地公安立案，刑询这位反对游戏毒害学生的中学老师，此案至今没有结论。”</p>\n<p>在转载评论中，李亮言辞激烈的指出，腾讯利用其影响力介入公权力，影响甚大。以下为字节跳动李亮炮轰腾讯原文：</p>\n<p><img src=\"https://static.tigerbbs.com/8ca01a854f01ee36d6f74cd8cac0264b\" tg-width=\"640\" tg-height=\"1385\" referrerpolicy=\"no-referrer\"></p>","source":"zol_stock","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>字节跳动副总裁李亮再度炮轰腾讯</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; 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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字节跳动副总裁李亮再度炮轰腾讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-06 18:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://news.zol.com.cn/776/7760636.html><strong>中关村新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：轻舟\n字节跳动副总裁李亮转载人民日报评论《中纪委网站：资本介入是青少年沉迷网游的重要因素，相关企业不能唯利是图》一文评论道：“此前腾讯与某机构出台报告称游戏无害，受某中学老师批评。就这一篇批评文章，腾讯就推动某地公安立案，刑询这位反对游戏毒害学生的中学老师，此案至今没有结论。”\n在转载评论中，李亮言辞激烈的指出，腾讯利用其影响力介入公权力，影响甚大。以下为字节跳动李亮炮轰腾讯原文：</p>\n\n<a href=\"http://news.zol.com.cn/776/7760636.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8bea8b224335f941f6bd882d8b14f1da","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"source_url":"http://news.zol.com.cn/776/7760636.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165842643","content_text":"作者：轻舟\n字节跳动副总裁李亮转载人民日报评论《中纪委网站：资本介入是青少年沉迷网游的重要因素，相关企业不能唯利是图》一文评论道：“此前腾讯与某机构出台报告称游戏无害，受某中学老师批评。就这一篇批评文章，腾讯就推动某地公安立案，刑询这位反对游戏毒害学生的中学老师，此案至今没有结论。”\n在转载评论中，李亮言辞激烈的指出，腾讯利用其影响力介入公权力，影响甚大。以下为字节跳动李亮炮轰腾讯原文：","news_type":1},"isVote":1,"tweetType":1,"viewCount":1978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":130074597,"gmtCreate":1621499916919,"gmtModify":1621499916919,"author":{"id":"3574892196759174","authorId":"3574892196759174","name":"龙啸天地间","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574892196759174","authorIdStr":"3574892196759174"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>痛失一位励志改变行业的大佬[默哀]&nbsp;[默哀]&nbsp;[默哀]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>痛失一位励志改变行业的大佬[默哀]&nbsp;[默哀]&nbsp;[默哀]&nbsp;","text":"$贝壳(BEKE)$痛失一位励志改变行业的大佬[默哀] [默哀] [默哀]","images":[{"img":"https://static.tigerbbs.com/cfa17751c0d288805c7d144d77df1b17","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130074597","isVote":1,"tweetType":1,"viewCount":1317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":824340002,"gmtCreate":1634284200909,"gmtModify":1634284200909,"author":{"id":"3574892196759174","authorId":"3574892196759174","name":"龙啸天地间","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574892196759174","authorIdStr":"3574892196759174"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/002714\">$牧原股份(002714)$</a>有19年8块买进的朋友吗","listText":"<a href=\"https://laohu8.com/S/002714\">$牧原股份(002714)$</a>有19年8块买进的朋友吗","text":"$牧原股份(002714)$有19年8块买进的朋友吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824340002","isVote":1,"tweetType":1,"viewCount":2009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824357325,"gmtCreate":1634284122029,"gmtModify":1634284122029,"author":{"id":"3574892196759174","authorId":"3574892196759174","name":"龙啸天地间","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574892196759174","authorIdStr":"3574892196759174"},"themes":[],"htmlText":"猪茅一去不复返","listText":"猪茅一去不复返","text":"猪茅一去不复返","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824357325","repostId":"1148676478","repostType":2,"repost":{"id":"1148676478","kind":"news","pubTimestamp":1634275037,"share":"https://www.laohu8.com/m/news/1148676478?lang=&edition=full","pubTime":"2021-10-15 13:17","market":"sh","language":"zh","title":"合计亏损超百亿，猪企三季度集体“沦陷”","url":"https://stock-news.laohu8.com/highlight/detail?id=1148676478","media":"华尔街见闻","summary":"10月14日晚间，养猪企业集体披露三季报预告，合计巨亏金额超百亿。\n不过由于市场已有预期，各个猪肉股早盘集体低开后出现明显分化，截至午盘牧原股份涨超5%，傲农生物、温氏股份小幅上涨，罗牛山、正邦科技、","content":"<p>10月14日晚间，养猪企业集体披露三季报预告，合计巨亏金额超百亿。</p>\n<p>不过由于市场已有预期，各个猪肉股早盘集体低开后出现明显分化，截至午盘<a href=\"https://laohu8.com/S/002714\">牧原股份</a>涨超5%，<a href=\"https://laohu8.com/S/603363\">傲农生物</a>、<a href=\"https://laohu8.com/S/300498\">温氏股份</a>小幅上涨，罗牛山、<a href=\"https://laohu8.com/S/002157\">正邦科技</a>、大北农等跌幅居前。</p>\n<p><img src=\"https://static.tigerbbs.com/fac2f409543f319ecb6c9e32aecb1cba\" tg-width=\"692\" tg-height=\"511\" referrerpolicy=\"no-referrer\"></p>\n<p><b>猪企三季报集体“沦陷”，合计巨亏过百亿</b></p>\n<p>10月14日晚间，牧原股份发布公告称，预计第三季度亏损5亿元-10亿，有点儿惨，上年同期盈利102亿。</p>\n<p>正邦科技发布公告称，预计第三季度亏损55.2-65.2亿元，这个更惨，上年同期盈利是30.16亿，而且这单一季度的亏损已经超过了2020全年54亿的净利润。</p>\n<p><a href=\"https://laohu8.com/S/000876\">新希望</a>发布公告称，预计第三季度亏损25.8-29.8亿元，还是惨，上年同期盈利是19.2亿元；预计前三季度亏损59.95-63.95亿元，上年同期盈利50.8亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/7caa3592032aaa3d54e6de62b190a9ef\" tg-width=\"1196\" tg-height=\"517\" referrerpolicy=\"no-referrer\"></p>\n<p>据各公司公告，亏损原因主要系报告期内公司生猪出栏量较去年同期大幅增加，生猪价格较去年同期明显下降所致。</p>\n<p>数据显示，各生猪养殖企业9月份商品猪销售均价区间11.4-12.7元/公斤，同比跌幅均超过61%，环比跌幅约16%。</p>\n<p><img src=\"https://static.tigerbbs.com/cae2f1e06da972408465d33b90993be9\" tg-width=\"704\" tg-height=\"276\" referrerpolicy=\"no-referrer\"></p>\n<p><b>股市期市已经出现回暖迹象</b></p>\n<p>值得注意的是，猪价在持续走低，上市猪企也集体陷入亏损，但期货市场上近日生猪主力期货合约却已悄悄拿下了上市以来的首个涨停，10月11日，生猪期货主力合约2201大涨7.98%，这是我国生猪期货上市后的首次涨停。</p>\n<p>另外，备受市场关注的牧原股份其实也已经从底部有所反弹，从相对底部的9月15日至今，牧原股份股价已经反弹了29.55%。</p>\n<p><img src=\"https://static.tigerbbs.com/3f58afb2c1d3823e2d8e41521651057d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/600918\">中泰证券</a>指出，高亏损率决定猪价已经触及阶段性底部，比较确定的是，猪价下行的空间已经很小了，\"买预期，卖现实”，这是近期养猪板块反弹的基本逻辑。</p>\n<p><b>后市展望，分析师出现分歧</b></p>\n<p><a href=\"https://laohu8.com/S/600030\">中信证券</a>指出，参照此前四轮猪周期的经验，每轮猪周期的平均上行时间约为25.5个月，下行时间约为22.3个月，一轮完整的周期约4年，而借鉴美国的经验，随着生猪养殖规模化和专业化程度的加深，猪周期的时间会逐步拉长。</p>\n<p>其表示，国内自2018年5月以来的本轮周期，上行时间运行约27个月，当前下行时间已持续14个月，而由于近年非洲猪瘟疫情和环保限制等因素影响，我国生猪养殖规模化程度也在快速提升，大的规模养殖企业具有资金优势，抗风险能力更强，或将导致本轮周期被进一步延长。</p>\n<p>在没有疫情或人为干预等因素的影响下，当期的能繁母猪存栏量基本决定着10个月后的生猪供应，<b>因此预计本轮猪周期仍处于下行区间，产能去化尚需时日，行情或仍处左侧</b>，后市仍需密切关注产能去化的幅度和节奏。</p>\n<p><a href=\"https://laohu8.com/S/002736\">国信证券</a>则认为，预计猪周期有望提前反转，<b>可布局四季度生猪绝地反击。</b></p>\n<p>其同时指出，</p>\n<p>1）本轮下行周期底部持续时间有望缩短，而不是拉长。</p>\n<p>2）猪价春节前难有明显改善，春节后猪价压力会更大，散户有望集中出清产能，周期提前反转。</p>\n<p>3）仔猪和育肥猪均出现亏损，行业淘汰三元母猪势必会加快；从我们跟屠宰场的交流来看，10月份母猪淘汰符合我们预测，环比去化程度有望超预期。</p>\n<p>4）猪价低迷，行业非洲猪瘟防控投入有望减弱，考虑到养殖密度的提升以及天气转凉，非洲猪瘟疫情存在再次抬头的可能，加大产能去化程度，开启新周期。</p>","source":"highlight_wallstreetcn","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>合计亏损超百亿，猪企三季度集体“沦陷”</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; 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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合计亏损超百亿，猪企三季度集体“沦陷”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 13:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3642422><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月14日晚间，养猪企业集体披露三季报预告，合计巨亏金额超百亿。\n不过由于市场已有预期，各个猪肉股早盘集体低开后出现明显分化，截至午盘牧原股份涨超5%，傲农生物、温氏股份小幅上涨，罗牛山、正邦科技、大北农等跌幅居前。\n\n猪企三季报集体“沦陷”，合计巨亏过百亿\n10月14日晚间，牧原股份发布公告称，预计第三季度亏损5亿元-10亿，有点儿惨，上年同期盈利102亿。\n正邦科技发布公告称，预计第三季度...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3642422\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09c8e4660c17f3d23ffbf9091817fb46","relate_stocks":{"002714":"牧原股份"},"source_url":"https://wallstreetcn.com/articles/3642422","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1148676478","content_text":"10月14日晚间，养猪企业集体披露三季报预告，合计巨亏金额超百亿。\n不过由于市场已有预期，各个猪肉股早盘集体低开后出现明显分化，截至午盘牧原股份涨超5%，傲农生物、温氏股份小幅上涨，罗牛山、正邦科技、大北农等跌幅居前。\n\n猪企三季报集体“沦陷”，合计巨亏过百亿\n10月14日晚间，牧原股份发布公告称，预计第三季度亏损5亿元-10亿，有点儿惨，上年同期盈利102亿。\n正邦科技发布公告称，预计第三季度亏损55.2-65.2亿元，这个更惨，上年同期盈利是30.16亿，而且这单一季度的亏损已经超过了2020全年54亿的净利润。\n新希望发布公告称，预计第三季度亏损25.8-29.8亿元，还是惨，上年同期盈利是19.2亿元；预计前三季度亏损59.95-63.95亿元，上年同期盈利50.8亿元。\n\n据各公司公告，亏损原因主要系报告期内公司生猪出栏量较去年同期大幅增加，生猪价格较去年同期明显下降所致。\n数据显示，各生猪养殖企业9月份商品猪销售均价区间11.4-12.7元/公斤，同比跌幅均超过61%，环比跌幅约16%。\n\n股市期市已经出现回暖迹象\n值得注意的是，猪价在持续走低，上市猪企也集体陷入亏损，但期货市场上近日生猪主力期货合约却已悄悄拿下了上市以来的首个涨停，10月11日，生猪期货主力合约2201大涨7.98%，这是我国生猪期货上市后的首次涨停。\n另外，备受市场关注的牧原股份其实也已经从底部有所反弹，从相对底部的9月15日至今，牧原股份股价已经反弹了29.55%。\n\n中泰证券指出，高亏损率决定猪价已经触及阶段性底部，比较确定的是，猪价下行的空间已经很小了，\"买预期，卖现实”，这是近期养猪板块反弹的基本逻辑。\n后市展望，分析师出现分歧\n中信证券指出，参照此前四轮猪周期的经验，每轮猪周期的平均上行时间约为25.5个月，下行时间约为22.3个月，一轮完整的周期约4年，而借鉴美国的经验，随着生猪养殖规模化和专业化程度的加深，猪周期的时间会逐步拉长。\n其表示，国内自2018年5月以来的本轮周期，上行时间运行约27个月，当前下行时间已持续14个月，而由于近年非洲猪瘟疫情和环保限制等因素影响，我国生猪养殖规模化程度也在快速提升，大的规模养殖企业具有资金优势，抗风险能力更强，或将导致本轮周期被进一步延长。\n在没有疫情或人为干预等因素的影响下，当期的能繁母猪存栏量基本决定着10个月后的生猪供应，因此预计本轮猪周期仍处于下行区间，产能去化尚需时日，行情或仍处左侧，后市仍需密切关注产能去化的幅度和节奏。\n国信证券则认为，预计猪周期有望提前反转，可布局四季度生猪绝地反击。\n其同时指出，\n1）本轮下行周期底部持续时间有望缩短，而不是拉长。\n2）猪价春节前难有明显改善，春节后猪价压力会更大，散户有望集中出清产能，周期提前反转。\n3）仔猪和育肥猪均出现亏损，行业淘汰三元母猪势必会加快；从我们跟屠宰场的交流来看，10月份母猪淘汰符合我们预测，环比去化程度有望超预期。\n4）猪价低迷，行业非洲猪瘟防控投入有望减弱，考虑到养殖密度的提升以及天气转凉，非洲猪瘟疫情存在再次抬头的可能，加大产能去化程度，开启新周期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882886042,"gmtCreate":1631674209086,"gmtModify":1631674209086,"author":{"id":"3574892196759174","authorId":"3574892196759174","name":"龙啸天地间","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574892196759174","authorIdStr":"3574892196759174"},"themes":[],"htmlText":"<a 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