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杨过168

杨过168

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2021-05-13

$苹果(AAPL)$咋办呢

2021-04-07

$强生(JNJ)$还差点

2021-03-11

$苹果(AAPL)$恩

2021-06-23

快快快继续

市场消息：李佳琦、薇娅所属公司均在计划进行IPO

2021-06-23

不错加油

满帮上市首日开涨超18%，老虎申购用户100%中签！

2021-05-30

$苹果(AAPL)$红苹果

2021-05-03

$苹果(AAPL)$拿住加油

2021-04-11

$苹果(AAPL)$加油！！

2021-04-02

$洛克希德马丁(LMT)$就他最棒

2021-06-10

加油加油加油

抱歉，原内容已删除

2021-06-04

$苹果(AAPL)$红苹果

2021-05-15

$苹果(AAPL)$一点点

2021-04-25

$苹果(AAPL)$继续继续

2021-04-18

$强生(JNJ)$继续加油

2021-04-17

$洛克希德马丁(LMT)$太棒了！

2021-04-09

$苹果(AAPL)$真香

2021-03-30

$洛克希德马丁(LMT)$太棒了

2021-03-29

$苹果(AAPL)$加油看好你哟

2021-03-26

$苹果(AAPL)$继续等待

2021-03-21

咋办等等看

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23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据知情人士透露，中国“口红之王”李佳琦所属公司美One正在物色一名首席财务官，为可能的美国售股计划做准备。与此同时据另一位知情人士透露，薇娅的母公司谦寻集团(Qianxun)也在计划IPO。这两笔IPO有望揭开中国最大、最具活力的互联网竞技场之一的面纱。</p>\n<p>两家公司的审议都处于早期阶段，美One没有回应记者多次的置评请求，而谦寻拒绝置评。</p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/079350e90b4d0a1dc22ccb584df23a8d","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113483599","content_text":"据知情人士透露，中国“口红之王”李佳琦所属公司美One正在物色一名首席财务官，为可能的美国售股计划做准备。与此同时据另一位知情人士透露，薇娅的母公司谦寻集团(Qianxun)也在计划IPO。这两笔IPO有望揭开中国最大、最具活力的互联网竞技场之一的面纱。\n两家公司的审议都处于早期阶段，美One没有回应记者多次的置评请求，而谦寻拒绝置评。","news_type":1},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129758006,"gmtCreate":1624399694005,"gmtModify":1634006840127,"author":{"id":"3575340725030635","authorId":"3575340725030635","name":"杨过168","avatar":"https://static.tigerbbs.com/f31055acb0ab3710b7384574d107e4d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575340725030635","authorIdStr":"3575340725030635"},"themes":[],"htmlText":"不错 加油","listText":"不错 加油","text":"不错 加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129758006","repostId":"1117991740","repostType":4,"repost":{"id":"1117991740","kind":"news","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":1624382900,"share":"https://www.laohu8.com/m/news/1117991740?lang=&edition=full","pubTime":"2021-06-23 01:28","market":"us","language":"zh","title":"满帮上市首日开涨超18%，老虎申购用户100%中签！","url":"https://stock-news.laohu8.com/highlight/detail?id=1117991740","media":"老虎资讯综合","summary":"满帮集团于2017年由运满满和货车帮合并而来。","content":"<html><head></head><body><p>6月22日，中国最大的数字货运平台——<a href=\"https://laohu8.com/S/YMM\">满帮</a>集团以“YMM”代码正式登陆纽交所，发行价为19美元/ADS，开盘价报22.50美元/ADS。截至发稿，满帮涨幅超18%。</p><p><img src=\"https://static.tigerbbs.com/4c938386a34f63a7207fb83da7c42e0b\" tg-width=\"450\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/></p><p><b>数字货运第一股</b></p><p>满帮集团于2017年由运满满和货车帮合并而来，从货运信息发布平台发展成为通过数据驱动、增值服务实现端到端物流交易的生态系统，并建立起具有规模经济特征的全国公路物流网络。目前，平台服务已覆盖全国300多个城市并拥有支持超过10万条线路的全国货运网络。</p><p><img src=\"https://static.tigerbbs.com/6cdc6464d15b77398d9ae53a891240a1\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"/></p><p>中国拥有全球最大的公路运输市场，据灼识咨询数据，2020年市场规模为6.2万亿元（9515亿美元），其中整车（FTL）和零担（LTL）运输占到中国公路运输市场较大比重，<b>鉴于高灵活性、低基础设施投资要求和端到端交付的便利性，预计公路运输在不久的将来仍将是中国的主要运输方式。</b></p><p>满帮旨在将货主与卡车司机连接起来，以促进跨距离、跨重量和跨类型的公路运输，公司通过在整个价值链中开创数字化、标准化和智能化的物流基础设施，立志用技术手段改变中国道路运输行业。截至2021年3月，在满帮平台发布运输订单的货主已有140万，按2020全年的GTV（平台交易总额）计算，满帮已成为全球最大的数字货运平台。</p><p><b>资本青睐</b></p><p>据天眼查数据显示，从2014至2017年的短短三年间，满帮完成了七轮融资;至2018年4月时，满帮完成了19亿美元的第八轮融资，同年的10月23日，完成了10亿美元的第十轮融资;至2020年11月底时，满帮完成了约17亿美元的第十一轮融资。市场消息称，第十一轮融资时，满帮集团估值为120亿美元。</p><p>数轮融资下来，满帮的股东已囊括国内外的知名投资机构，其中便包括了软银、红衫中国、全明显投资基金、老虎环球基金、高瓴、金沙江创投、<a href=\"https://laohu8.com/S/00700\">腾讯</a>等。其中，红衫中国更是连续6轮加注投资满帮，在IPO前持有满帮7.2%的股份，而软银则以22.2%的IPO前持股成为最大的机构投资方。</p><p>面对众多知名投资机构站台的满帮，市场似乎更关心公司的潜在经营风险，且投资者疑虑，长达十一轮的融资是否会过高推升满帮集团在一级市场中的估值，从而导致一二级市场的估值倒挂?</p><p><b>布局自动驾驶为基本面加分</b></p><p>整车运输市场是公路货运市场中最大的细分市场，2020年时，整车运输市场的规模为3.8万亿，占公路货运市场的60%。至2025年时，整车运输市场的规模有望达4.5万亿，五年复合增速为3.8%。</p><p><img src=\"https://static.tigerbbs.com/a7df4135a04992c6352a238a07852078\" tg-width=\"550\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/></p><p>但就在这样万亿级别的庞大市场中，却存在着诸多发展痛点，高度碎片化、信息极度不对称导致交易流程冗长且低效，严重阻碍了行业的持续增长。</p><p>为解决这一痛点，满帮致力于通过线上信息平台，高效匹配货运供需两端，打通线上车货匹配及交易闭环，完成货主与司机的无缝连接，实现了从传统的“货主找司机”与“司机找货主”的局部静态模式，到全局最优动态匹配的突破，在有效减少第三方转包的同时，可大幅提升货运匹配效率。</p><p>在经过数年的积累后，截至2020年底时，满帮业务已覆盖全国超过300座城市，线路覆盖超过10万条，高度密集的全国线路网形成巨大的网络效应。线路网将中国每个地级市与其他数百个城市连接起来，对百万量级的用户在不同路线上运送百万量级的非标货物进行动态编排，从而实现全局最优的复杂动态匹配。</p><p>据招股书显示，满帮已组成了一个庞大的生态系统，2020年时，有超过280万辆卡车司机在公司的平台上完成了运输订单，这占中国重型与中型卡车司机的约20%。且至2021年3月时，平台上货主的MAU达到了约140万。除货主与司机外，越来越多的金融机构、保险公司、加油站运营商、高速公路管理机构、汽车制造商和经销商等均加入了满帮，平台生态逐渐完善。</p><p>CIC表示，若按GTV(平台总交易额)计算，满帮2020年以7170万份订单，1738亿人民币的GTV成为了全球最大的数字货运平台，该GTV约占中国数字货运平台GTV总量的64%，规模优势显而易见。而在2021年第一季度，满帮完成了2210万个订单，GTV为人民币515亿元，同比增长分别为170.2%和108%。</p><p>财务方面，满帮集团2019-2020年的营业总收入分别为24.7亿元和25.8亿元，同比增长4.4%，在疫情影响下仍呈现稳健增长态势。详细来看，现阶段满帮收入主要来源于其核心的货运匹配服务及增值服务两方面。其中货运匹配服务带来的营收从17.7亿元进一步增长至19.5亿元，同比增长10%;而在2020年，增值服务也为满帮带来6.3亿元营收，贡献近1/4的总营收占比。</p><p><img src=\"https://static.tigerbbs.com/a6dc8f856eea4885fba9e7ea2dc0c8ca\" tg-width=\"720\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/></p><p>而通过优化成本结构，满帮扣除营业成本之后的毛利率也从2019年的44%增至2020年的49%，这为公司在基于非美国通用会计准则(Non-GAAP)下实现扭亏为盈奠定基础。据招股书显示，满帮2020年Non-GAAP下的净利润为2.81亿人民币，而2019年为亏损9281.1万元。且随着疫情影响的消除，满帮2021年第一季度的Non-GAAP净利润达1.13亿元，同比实现3.4倍的大幅增长。</p><p>除此之外，满帮布局自动驾驶也是公司的一大亮点。智通财经了解到，去年9月，智加科技宣布携手满帮集团升级战略合作。作为满帮的独家自动驾驶技术伙伴，智加此次将前装量产级别的高速干线自动驾驶重卡引入到与满帮的战略合作中。而满帮则是智加科技的早期股东，并于今年2月继续跟投后者的新一轮融资。</p><p>满帮之所以选择与智加合作，因为其拥有L4级全栈自动驾驶技术研发能力。2021年年中，智加科技助力<a href=\"https://laohu8.com/S/000800\">一汽解放</a>推出的高级别自动驾驶重卡J7 L3将实现量产上市，率先打开国内自动驾驶卡车市场。满帮通过投资智加科技而布局自动驾驶，或给市场带来一定想象力。</p></body></html>","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>满帮上市首日开涨超18%，老虎申购用户100%中签！</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满帮上市首日开涨超18%，老虎申购用户100%中签！\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\">2021-06-23 01:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月22日，中国最大的数字货运平台——<a href=\"https://laohu8.com/S/YMM\">满帮</a>集团以“YMM”代码正式登陆纽交所，发行价为19美元/ADS，开盘价报22.50美元/ADS。截至发稿，满帮涨幅超18%。</p><p><img src=\"https://static.tigerbbs.com/4c938386a34f63a7207fb83da7c42e0b\" tg-width=\"450\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/></p><p><b>数字货运第一股</b></p><p>满帮集团于2017年由运满满和货车帮合并而来，从货运信息发布平台发展成为通过数据驱动、增值服务实现端到端物流交易的生态系统，并建立起具有规模经济特征的全国公路物流网络。目前，平台服务已覆盖全国300多个城市并拥有支持超过10万条线路的全国货运网络。</p><p><img src=\"https://static.tigerbbs.com/6cdc6464d15b77398d9ae53a891240a1\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"/></p><p>中国拥有全球最大的公路运输市场，据灼识咨询数据，2020年市场规模为6.2万亿元（9515亿美元），其中整车（FTL）和零担（LTL）运输占到中国公路运输市场较大比重，<b>鉴于高灵活性、低基础设施投资要求和端到端交付的便利性，预计公路运输在不久的将来仍将是中国的主要运输方式。</b></p><p>满帮旨在将货主与卡车司机连接起来，以促进跨距离、跨重量和跨类型的公路运输，公司通过在整个价值链中开创数字化、标准化和智能化的物流基础设施，立志用技术手段改变中国道路运输行业。截至2021年3月，在满帮平台发布运输订单的货主已有140万，按2020全年的GTV（平台交易总额）计算，满帮已成为全球最大的数字货运平台。</p><p><b>资本青睐</b></p><p>据天眼查数据显示，从2014至2017年的短短三年间，满帮完成了七轮融资;至2018年4月时，满帮完成了19亿美元的第八轮融资，同年的10月23日，完成了10亿美元的第十轮融资;至2020年11月底时，满帮完成了约17亿美元的第十一轮融资。市场消息称，第十一轮融资时，满帮集团估值为120亿美元。</p><p>数轮融资下来，满帮的股东已囊括国内外的知名投资机构，其中便包括了软银、红衫中国、全明显投资基金、老虎环球基金、高瓴、金沙江创投、<a href=\"https://laohu8.com/S/00700\">腾讯</a>等。其中，红衫中国更是连续6轮加注投资满帮，在IPO前持有满帮7.2%的股份，而软银则以22.2%的IPO前持股成为最大的机构投资方。</p><p>面对众多知名投资机构站台的满帮，市场似乎更关心公司的潜在经营风险，且投资者疑虑，长达十一轮的融资是否会过高推升满帮集团在一级市场中的估值，从而导致一二级市场的估值倒挂?</p><p><b>布局自动驾驶为基本面加分</b></p><p>整车运输市场是公路货运市场中最大的细分市场，2020年时，整车运输市场的规模为3.8万亿，占公路货运市场的60%。至2025年时，整车运输市场的规模有望达4.5万亿，五年复合增速为3.8%。</p><p><img src=\"https://static.tigerbbs.com/a7df4135a04992c6352a238a07852078\" tg-width=\"550\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/></p><p>但就在这样万亿级别的庞大市场中，却存在着诸多发展痛点，高度碎片化、信息极度不对称导致交易流程冗长且低效，严重阻碍了行业的持续增长。</p><p>为解决这一痛点，满帮致力于通过线上信息平台，高效匹配货运供需两端，打通线上车货匹配及交易闭环，完成货主与司机的无缝连接，实现了从传统的“货主找司机”与“司机找货主”的局部静态模式，到全局最优动态匹配的突破，在有效减少第三方转包的同时，可大幅提升货运匹配效率。</p><p>在经过数年的积累后，截至2020年底时，满帮业务已覆盖全国超过300座城市，线路覆盖超过10万条，高度密集的全国线路网形成巨大的网络效应。线路网将中国每个地级市与其他数百个城市连接起来，对百万量级的用户在不同路线上运送百万量级的非标货物进行动态编排，从而实现全局最优的复杂动态匹配。</p><p>据招股书显示，满帮已组成了一个庞大的生态系统，2020年时，有超过280万辆卡车司机在公司的平台上完成了运输订单，这占中国重型与中型卡车司机的约20%。且至2021年3月时，平台上货主的MAU达到了约140万。除货主与司机外，越来越多的金融机构、保险公司、加油站运营商、高速公路管理机构、汽车制造商和经销商等均加入了满帮，平台生态逐渐完善。</p><p>CIC表示，若按GTV(平台总交易额)计算，满帮2020年以7170万份订单，1738亿人民币的GTV成为了全球最大的数字货运平台，该GTV约占中国数字货运平台GTV总量的64%，规模优势显而易见。而在2021年第一季度，满帮完成了2210万个订单，GTV为人民币515亿元，同比增长分别为170.2%和108%。</p><p>财务方面，满帮集团2019-2020年的营业总收入分别为24.7亿元和25.8亿元，同比增长4.4%，在疫情影响下仍呈现稳健增长态势。详细来看，现阶段满帮收入主要来源于其核心的货运匹配服务及增值服务两方面。其中货运匹配服务带来的营收从17.7亿元进一步增长至19.5亿元，同比增长10%;而在2020年，增值服务也为满帮带来6.3亿元营收，贡献近1/4的总营收占比。</p><p><img src=\"https://static.tigerbbs.com/a6dc8f856eea4885fba9e7ea2dc0c8ca\" tg-width=\"720\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/></p><p>而通过优化成本结构，满帮扣除营业成本之后的毛利率也从2019年的44%增至2020年的49%，这为公司在基于非美国通用会计准则(Non-GAAP)下实现扭亏为盈奠定基础。据招股书显示，满帮2020年Non-GAAP下的净利润为2.81亿人民币，而2019年为亏损9281.1万元。且随着疫情影响的消除，满帮2021年第一季度的Non-GAAP净利润达1.13亿元，同比实现3.4倍的大幅增长。</p><p>除此之外，满帮布局自动驾驶也是公司的一大亮点。智通财经了解到，去年9月，智加科技宣布携手满帮集团升级战略合作。作为满帮的独家自动驾驶技术伙伴，智加此次将前装量产级别的高速干线自动驾驶重卡引入到与满帮的战略合作中。而满帮则是智加科技的早期股东，并于今年2月继续跟投后者的新一轮融资。</p><p>满帮之所以选择与智加合作，因为其拥有L4级全栈自动驾驶技术研发能力。2021年年中，智加科技助力<a href=\"https://laohu8.com/S/000800\">一汽解放</a>推出的高级别自动驾驶重卡J7 L3将实现量产上市，率先打开国内自动驾驶卡车市场。满帮通过投资智加科技而布局自动驾驶，或给市场带来一定想象力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ba8d3cf09ea2b7adfee4a2057e1fd28a","relate_stocks":{"YMM":"满帮"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117991740","content_text":"6月22日，中国最大的数字货运平台——满帮集团以“YMM”代码正式登陆纽交所，发行价为19美元/ADS，开盘价报22.50美元/ADS。截至发稿，满帮涨幅超18%。数字货运第一股满帮集团于2017年由运满满和货车帮合并而来，从货运信息发布平台发展成为通过数据驱动、增值服务实现端到端物流交易的生态系统，并建立起具有规模经济特征的全国公路物流网络。目前，平台服务已覆盖全国300多个城市并拥有支持超过10万条线路的全国货运网络。中国拥有全球最大的公路运输市场，据灼识咨询数据，2020年市场规模为6.2万亿元（9515亿美元），其中整车（FTL）和零担（LTL）运输占到中国公路运输市场较大比重，鉴于高灵活性、低基础设施投资要求和端到端交付的便利性，预计公路运输在不久的将来仍将是中国的主要运输方式。满帮旨在将货主与卡车司机连接起来，以促进跨距离、跨重量和跨类型的公路运输，公司通过在整个价值链中开创数字化、标准化和智能化的物流基础设施，立志用技术手段改变中国道路运输行业。截至2021年3月，在满帮平台发布运输订单的货主已有140万，按2020全年的GTV（平台交易总额）计算，满帮已成为全球最大的数字货运平台。资本青睐据天眼查数据显示，从2014至2017年的短短三年间，满帮完成了七轮融资;至2018年4月时，满帮完成了19亿美元的第八轮融资，同年的10月23日，完成了10亿美元的第十轮融资;至2020年11月底时，满帮完成了约17亿美元的第十一轮融资。市场消息称，第十一轮融资时，满帮集团估值为120亿美元。数轮融资下来，满帮的股东已囊括国内外的知名投资机构，其中便包括了软银、红衫中国、全明显投资基金、老虎环球基金、高瓴、金沙江创投、腾讯等。其中，红衫中国更是连续6轮加注投资满帮，在IPO前持有满帮7.2%的股份，而软银则以22.2%的IPO前持股成为最大的机构投资方。面对众多知名投资机构站台的满帮，市场似乎更关心公司的潜在经营风险，且投资者疑虑，长达十一轮的融资是否会过高推升满帮集团在一级市场中的估值，从而导致一二级市场的估值倒挂?布局自动驾驶为基本面加分整车运输市场是公路货运市场中最大的细分市场，2020年时，整车运输市场的规模为3.8万亿，占公路货运市场的60%。至2025年时，整车运输市场的规模有望达4.5万亿，五年复合增速为3.8%。但就在这样万亿级别的庞大市场中，却存在着诸多发展痛点，高度碎片化、信息极度不对称导致交易流程冗长且低效，严重阻碍了行业的持续增长。为解决这一痛点，满帮致力于通过线上信息平台，高效匹配货运供需两端，打通线上车货匹配及交易闭环，完成货主与司机的无缝连接，实现了从传统的“货主找司机”与“司机找货主”的局部静态模式，到全局最优动态匹配的突破，在有效减少第三方转包的同时，可大幅提升货运匹配效率。在经过数年的积累后，截至2020年底时，满帮业务已覆盖全国超过300座城市，线路覆盖超过10万条，高度密集的全国线路网形成巨大的网络效应。线路网将中国每个地级市与其他数百个城市连接起来，对百万量级的用户在不同路线上运送百万量级的非标货物进行动态编排，从而实现全局最优的复杂动态匹配。据招股书显示，满帮已组成了一个庞大的生态系统，2020年时，有超过280万辆卡车司机在公司的平台上完成了运输订单，这占中国重型与中型卡车司机的约20%。且至2021年3月时，平台上货主的MAU达到了约140万。除货主与司机外，越来越多的金融机构、保险公司、加油站运营商、高速公路管理机构、汽车制造商和经销商等均加入了满帮，平台生态逐渐完善。CIC表示，若按GTV(平台总交易额)计算，满帮2020年以7170万份订单，1738亿人民币的GTV成为了全球最大的数字货运平台，该GTV约占中国数字货运平台GTV总量的64%，规模优势显而易见。而在2021年第一季度，满帮完成了2210万个订单，GTV为人民币515亿元，同比增长分别为170.2%和108%。财务方面，满帮集团2019-2020年的营业总收入分别为24.7亿元和25.8亿元，同比增长4.4%，在疫情影响下仍呈现稳健增长态势。详细来看，现阶段满帮收入主要来源于其核心的货运匹配服务及增值服务两方面。其中货运匹配服务带来的营收从17.7亿元进一步增长至19.5亿元，同比增长10%;而在2020年，增值服务也为满帮带来6.3亿元营收，贡献近1/4的总营收占比。而通过优化成本结构，满帮扣除营业成本之后的毛利率也从2019年的44%增至2020年的49%，这为公司在基于非美国通用会计准则(Non-GAAP)下实现扭亏为盈奠定基础。据招股书显示，满帮2020年Non-GAAP下的净利润为2.81亿人民币，而2019年为亏损9281.1万元。且随着疫情影响的消除，满帮2021年第一季度的Non-GAAP净利润达1.13亿元，同比实现3.4倍的大幅增长。除此之外，满帮布局自动驾驶也是公司的一大亮点。智通财经了解到，去年9月，智加科技宣布携手满帮集团升级战略合作。作为满帮的独家自动驾驶技术伙伴，智加此次将前装量产级别的高速干线自动驾驶重卡引入到与满帮的战略合作中。而满帮则是智加科技的早期股东，并于今年2月继续跟投后者的新一轮融资。满帮之所以选择与智加合作，因为其拥有L4级全栈自动驾驶技术研发能力。2021年年中，智加科技助力一汽解放推出的高级别自动驾驶重卡J7 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21:24","market":"hk","language":"zh","title":"谈华为，劝雷军 ！王传福冲上热搜！","url":"https://stock-news.laohu8.com/highlight/detail?id=1191783985","media":"中国证券报  ","summary":"“我们代工很多手机，华为的手机大部分是我们造的。”\n6月9日，在2021亚布力中国企业家论坛上，比亚迪董事长兼总裁王传福被问到比亚迪会造手机吗？王传福如是回应。\n此话一出，火速冲上热搜。来源：微博\n王","content":"<div>\n<p>“我们代工很多手机，华为的手机大部分是我们造的。”\n6月9日，在2021亚布力中国企业家论坛上，比亚迪董事长兼总裁王传福被问到比亚迪会造手机吗？王传福如是回应。\n此话一出，火速冲上热搜。来源：微博\n王传福还谈到造车，他说：“雷军造车用1000个亿，用了3年的时间，这3年时间拿钱是买不到的。你的战略要是走了一个错误方向，可能丢失了50亿不算多，但是你丢失了3年的时间，这就很重要。”\n近期，关于比亚迪...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/-F_22YkCugIJn5E1vFAKVg\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>谈华为，劝雷军 ！王传福冲上热搜！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谈华为，劝雷军 ！王传福冲上热搜！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 21:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/-F_22YkCugIJn5E1vFAKVg><strong>中国证券报  </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“我们代工很多手机，华为的手机大部分是我们造的。”\n6月9日，在2021亚布力中国企业家论坛上，比亚迪董事长兼总裁王传福被问到比亚迪会造手机吗？王传福如是回应。\n此话一出，火速冲上热搜。来源：微博\n王传福还谈到造车，他说：“雷军造车用1000个亿，用了3年的时间，这3年时间拿钱是买不到的。你的战略要是走了一个错误方向，可能丢失了50亿不算多，但是你丢失了3年的时间，这就很重要。”\n近期，关于比亚迪...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/-F_22YkCugIJn5E1vFAKVg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4e95b9f737373aa1307a9954757a4a51","relate_stocks":{"002594":"比亚迪"},"source_url":"https://mp.weixin.qq.com/s/-F_22YkCugIJn5E1vFAKVg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191783985","content_text":"“我们代工很多手机，华为的手机大部分是我们造的。”\n6月9日，在2021亚布力中国企业家论坛上，比亚迪董事长兼总裁王传福被问到比亚迪会造手机吗？王传福如是回应。\n此话一出，火速冲上热搜。来源：微博\n王传福还谈到造车，他说：“雷军造车用1000个亿，用了3年的时间，这3年时间拿钱是买不到的。你的战略要是走了一个错误方向，可能丢失了50亿不算多，但是你丢失了3年的时间，这就很重要。”\n近期，关于比亚迪的热点频频传出，在各种消息带动下，比亚迪股价连续大涨，一个多月已大幅反弹48.6%。\n喊话雷军\n近几年，新能源汽车站上风口。主持人提问，比亚迪作为行业龙头，是处于“如履薄冰”的状态，还是“稳坐钓鱼台”？\n来源：公司供图\n王传福回应称，大家觉得市场巨大，市场成长速度十分快，都一拥而上闯进来。“这对比亚迪来说，对一个有核心技术的企业来说，并不可怕。应该说有利有弊，或者是喜忧参半。”\n“很多大咖进来（新能源造车市场），50亿不算钱。”王传福说，雷军造车用1000个亿，用了3年的时间，这3年时间拿钱是买不到的。你的战略要是走了一个错误方向，可能丢失了50亿不算多，但是你丢失了3年的时间，这就很重要。\n他强调，掌握核心技术、制定精准的战略、拥有快速决策机制，是比亚迪发展的三大法宝。\n对于技术变革，他呼吁，中国不能从石油卡脖子变成镍、钴等稀有金属卡脖子。\n“新能源车电池如果大量使用镍、钴等稀有金属，当原材料无法稳定供应或燃油车全部被新能源车代替时，原材料供需矛盾将不可避免。”王传福说，同时，中国是个多煤少油的国家，进口石油超过70%，70%进口石油经过南海运输，交通运输领域消耗70%石油。面对“3个70%”挑战，中国发展新能源车减少石油消耗，比任何国家都紧迫。\n王传福指出，比亚迪在2008年就坚守磷酸铁锂，2020年推出刀片电池，包体能量密度与三元电池基本相当，解决产品安全性、稀有金属卡脖子问题，循环次数达到1.5万次，成本也更具竞争力。\n一个多月股价大涨48.6%\n近期，有关比亚迪的消息屡次刷屏。\n6月7日晚间，比亚迪发布5月产销快报。数据显示，今年5月比亚迪新能源汽车销量32800辆，同比增长189.62%；1-5 月累计销量为113213 辆，同比增长143.41%。\n6月8日，比亚迪股价大涨6.55%。\n同日，有消息传出，苹果与宁德时代和比亚迪磋商为其电动汽车项目供应电池的协议。6月10日，比亚迪股价再度大涨6%，收报214.11元。\n对于与苹果磋商供应电池的问题，比亚迪有关负责人表示，比亚迪的电池业务是通过弗迪电池公司开展，弗迪电池对此不予回应。不过，比亚迪电子跟苹果之前有过接触，是关于平板iPad方面的合作。\n此前，还有消息称，后续将与华为合作卖车的车企也包括比亚迪。对此，比亚迪彼复称不予置评。\n在多重消息带动下，比亚迪股价近日持续大涨，与5月7日低点相比，已大幅反弹48.6%。\n不过值得关注的是，5月28日晚间，比亚迪公告，公司董事、创始人之一夏佐全，拟在6个月内减持不超过1200万股比亚迪A股。按当时收盘价算，夏佐全此次减持将套现21.8亿元。\n市场人士提示称，虽然公司业务站在风口上，但需注意盲目追高有风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183265918,"gmtCreate":1623333228734,"gmtModify":1634034479056,"author":{"id":"3575340725030635","authorId":"3575340725030635","name":"杨过168","avatar":"https://static.tigerbbs.com/f31055acb0ab3710b7384574d107e4d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575340725030635","authorIdStr":"3575340725030635"},"themes":[],"htmlText":"帅呆了","listText":"帅呆了","text":"帅呆了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183265918","repostId":"2142226049","repostType":4,"isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183656211,"gmtCreate":1623330305933,"gmtModify":1631886659113,"author":{"id":"3575340725030635","authorId":"3575340725030635","name":"杨过168","avatar":"https://static.tigerbbs.com/f31055acb0ab3710b7384574d107e4d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575340725030635","authorIdStr":"3575340725030635"},"themes":[],"htmlText":"<a 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23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据知情人士透露，中国“口红之王”李佳琦所属公司美One正在物色一名首席财务官，为可能的美国售股计划做准备。与此同时据另一位知情人士透露，薇娅的母公司谦寻集团(Qianxun)也在计划IPO。这两笔IPO有望揭开中国最大、最具活力的互联网竞技场之一的面纱。</p>\n<p>两家公司的审议都处于早期阶段，美One没有回应记者多次的置评请求，而谦寻拒绝置评。</p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/079350e90b4d0a1dc22ccb584df23a8d","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113483599","content_text":"据知情人士透露，中国“口红之王”李佳琦所属公司美One正在物色一名首席财务官，为可能的美国售股计划做准备。与此同时据另一位知情人士透露，薇娅的母公司谦寻集团(Qianxun)也在计划IPO。这两笔IPO有望揭开中国最大、最具活力的互联网竞技场之一的面纱。\n两家公司的审议都处于早期阶段，美One没有回应记者多次的置评请求，而谦寻拒绝置评。","news_type":1},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129758006,"gmtCreate":1624399694005,"gmtModify":1634006840127,"author":{"id":"3575340725030635","authorId":"3575340725030635","name":"杨过168","avatar":"https://static.tigerbbs.com/f31055acb0ab3710b7384574d107e4d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575340725030635","authorIdStr":"3575340725030635"},"themes":[],"htmlText":"不错 加油","listText":"不错 加油","text":"不错 加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129758006","repostId":"1117991740","repostType":4,"repost":{"id":"1117991740","kind":"news","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":1624382900,"share":"https://www.laohu8.com/m/news/1117991740?lang=&edition=full","pubTime":"2021-06-23 01:28","market":"us","language":"zh","title":"满帮上市首日开涨超18%，老虎申购用户100%中签！","url":"https://stock-news.laohu8.com/highlight/detail?id=1117991740","media":"老虎资讯综合","summary":"满帮集团于2017年由运满满和货车帮合并而来。","content":"<html><head></head><body><p>6月22日，中国最大的数字货运平台——<a href=\"https://laohu8.com/S/YMM\">满帮</a>集团以“YMM”代码正式登陆纽交所，发行价为19美元/ADS，开盘价报22.50美元/ADS。截至发稿，满帮涨幅超18%。</p><p><img src=\"https://static.tigerbbs.com/4c938386a34f63a7207fb83da7c42e0b\" tg-width=\"450\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/></p><p><b>数字货运第一股</b></p><p>满帮集团于2017年由运满满和货车帮合并而来，从货运信息发布平台发展成为通过数据驱动、增值服务实现端到端物流交易的生态系统，并建立起具有规模经济特征的全国公路物流网络。目前，平台服务已覆盖全国300多个城市并拥有支持超过10万条线路的全国货运网络。</p><p><img src=\"https://static.tigerbbs.com/6cdc6464d15b77398d9ae53a891240a1\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"/></p><p>中国拥有全球最大的公路运输市场，据灼识咨询数据，2020年市场规模为6.2万亿元（9515亿美元），其中整车（FTL）和零担（LTL）运输占到中国公路运输市场较大比重，<b>鉴于高灵活性、低基础设施投资要求和端到端交付的便利性，预计公路运输在不久的将来仍将是中国的主要运输方式。</b></p><p>满帮旨在将货主与卡车司机连接起来，以促进跨距离、跨重量和跨类型的公路运输，公司通过在整个价值链中开创数字化、标准化和智能化的物流基础设施，立志用技术手段改变中国道路运输行业。截至2021年3月，在满帮平台发布运输订单的货主已有140万，按2020全年的GTV（平台交易总额）计算，满帮已成为全球最大的数字货运平台。</p><p><b>资本青睐</b></p><p>据天眼查数据显示，从2014至2017年的短短三年间，满帮完成了七轮融资;至2018年4月时，满帮完成了19亿美元的第八轮融资，同年的10月23日，完成了10亿美元的第十轮融资;至2020年11月底时，满帮完成了约17亿美元的第十一轮融资。市场消息称，第十一轮融资时，满帮集团估值为120亿美元。</p><p>数轮融资下来，满帮的股东已囊括国内外的知名投资机构，其中便包括了软银、红衫中国、全明显投资基金、老虎环球基金、高瓴、金沙江创投、<a href=\"https://laohu8.com/S/00700\">腾讯</a>等。其中，红衫中国更是连续6轮加注投资满帮，在IPO前持有满帮7.2%的股份，而软银则以22.2%的IPO前持股成为最大的机构投资方。</p><p>面对众多知名投资机构站台的满帮，市场似乎更关心公司的潜在经营风险，且投资者疑虑，长达十一轮的融资是否会过高推升满帮集团在一级市场中的估值，从而导致一二级市场的估值倒挂?</p><p><b>布局自动驾驶为基本面加分</b></p><p>整车运输市场是公路货运市场中最大的细分市场，2020年时，整车运输市场的规模为3.8万亿，占公路货运市场的60%。至2025年时，整车运输市场的规模有望达4.5万亿，五年复合增速为3.8%。</p><p><img src=\"https://static.tigerbbs.com/a7df4135a04992c6352a238a07852078\" tg-width=\"550\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/></p><p>但就在这样万亿级别的庞大市场中，却存在着诸多发展痛点，高度碎片化、信息极度不对称导致交易流程冗长且低效，严重阻碍了行业的持续增长。</p><p>为解决这一痛点，满帮致力于通过线上信息平台，高效匹配货运供需两端，打通线上车货匹配及交易闭环，完成货主与司机的无缝连接，实现了从传统的“货主找司机”与“司机找货主”的局部静态模式，到全局最优动态匹配的突破，在有效减少第三方转包的同时，可大幅提升货运匹配效率。</p><p>在经过数年的积累后，截至2020年底时，满帮业务已覆盖全国超过300座城市，线路覆盖超过10万条，高度密集的全国线路网形成巨大的网络效应。线路网将中国每个地级市与其他数百个城市连接起来，对百万量级的用户在不同路线上运送百万量级的非标货物进行动态编排，从而实现全局最优的复杂动态匹配。</p><p>据招股书显示，满帮已组成了一个庞大的生态系统，2020年时，有超过280万辆卡车司机在公司的平台上完成了运输订单，这占中国重型与中型卡车司机的约20%。且至2021年3月时，平台上货主的MAU达到了约140万。除货主与司机外，越来越多的金融机构、保险公司、加油站运营商、高速公路管理机构、汽车制造商和经销商等均加入了满帮，平台生态逐渐完善。</p><p>CIC表示，若按GTV(平台总交易额)计算，满帮2020年以7170万份订单，1738亿人民币的GTV成为了全球最大的数字货运平台，该GTV约占中国数字货运平台GTV总量的64%，规模优势显而易见。而在2021年第一季度，满帮完成了2210万个订单，GTV为人民币515亿元，同比增长分别为170.2%和108%。</p><p>财务方面，满帮集团2019-2020年的营业总收入分别为24.7亿元和25.8亿元，同比增长4.4%，在疫情影响下仍呈现稳健增长态势。详细来看，现阶段满帮收入主要来源于其核心的货运匹配服务及增值服务两方面。其中货运匹配服务带来的营收从17.7亿元进一步增长至19.5亿元，同比增长10%;而在2020年，增值服务也为满帮带来6.3亿元营收，贡献近1/4的总营收占比。</p><p><img src=\"https://static.tigerbbs.com/a6dc8f856eea4885fba9e7ea2dc0c8ca\" tg-width=\"720\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/></p><p>而通过优化成本结构，满帮扣除营业成本之后的毛利率也从2019年的44%增至2020年的49%，这为公司在基于非美国通用会计准则(Non-GAAP)下实现扭亏为盈奠定基础。据招股书显示，满帮2020年Non-GAAP下的净利润为2.81亿人民币，而2019年为亏损9281.1万元。且随着疫情影响的消除，满帮2021年第一季度的Non-GAAP净利润达1.13亿元，同比实现3.4倍的大幅增长。</p><p>除此之外，满帮布局自动驾驶也是公司的一大亮点。智通财经了解到，去年9月，智加科技宣布携手满帮集团升级战略合作。作为满帮的独家自动驾驶技术伙伴，智加此次将前装量产级别的高速干线自动驾驶重卡引入到与满帮的战略合作中。而满帮则是智加科技的早期股东，并于今年2月继续跟投后者的新一轮融资。</p><p>满帮之所以选择与智加合作，因为其拥有L4级全栈自动驾驶技术研发能力。2021年年中，智加科技助力<a href=\"https://laohu8.com/S/000800\">一汽解放</a>推出的高级别自动驾驶重卡J7 L3将实现量产上市，率先打开国内自动驾驶卡车市场。满帮通过投资智加科技而布局自动驾驶，或给市场带来一定想象力。</p></body></html>","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>满帮上市首日开涨超18%，老虎申购用户100%中签！</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满帮上市首日开涨超18%，老虎申购用户100%中签！\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\">2021-06-23 01:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月22日，中国最大的数字货运平台——<a href=\"https://laohu8.com/S/YMM\">满帮</a>集团以“YMM”代码正式登陆纽交所，发行价为19美元/ADS，开盘价报22.50美元/ADS。截至发稿，满帮涨幅超18%。</p><p><img src=\"https://static.tigerbbs.com/4c938386a34f63a7207fb83da7c42e0b\" tg-width=\"450\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/></p><p><b>数字货运第一股</b></p><p>满帮集团于2017年由运满满和货车帮合并而来，从货运信息发布平台发展成为通过数据驱动、增值服务实现端到端物流交易的生态系统，并建立起具有规模经济特征的全国公路物流网络。目前，平台服务已覆盖全国300多个城市并拥有支持超过10万条线路的全国货运网络。</p><p><img src=\"https://static.tigerbbs.com/6cdc6464d15b77398d9ae53a891240a1\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"/></p><p>中国拥有全球最大的公路运输市场，据灼识咨询数据，2020年市场规模为6.2万亿元（9515亿美元），其中整车（FTL）和零担（LTL）运输占到中国公路运输市场较大比重，<b>鉴于高灵活性、低基础设施投资要求和端到端交付的便利性，预计公路运输在不久的将来仍将是中国的主要运输方式。</b></p><p>满帮旨在将货主与卡车司机连接起来，以促进跨距离、跨重量和跨类型的公路运输，公司通过在整个价值链中开创数字化、标准化和智能化的物流基础设施，立志用技术手段改变中国道路运输行业。截至2021年3月，在满帮平台发布运输订单的货主已有140万，按2020全年的GTV（平台交易总额）计算，满帮已成为全球最大的数字货运平台。</p><p><b>资本青睐</b></p><p>据天眼查数据显示，从2014至2017年的短短三年间，满帮完成了七轮融资;至2018年4月时，满帮完成了19亿美元的第八轮融资，同年的10月23日，完成了10亿美元的第十轮融资;至2020年11月底时，满帮完成了约17亿美元的第十一轮融资。市场消息称，第十一轮融资时，满帮集团估值为120亿美元。</p><p>数轮融资下来，满帮的股东已囊括国内外的知名投资机构，其中便包括了软银、红衫中国、全明显投资基金、老虎环球基金、高瓴、金沙江创投、<a href=\"https://laohu8.com/S/00700\">腾讯</a>等。其中，红衫中国更是连续6轮加注投资满帮，在IPO前持有满帮7.2%的股份，而软银则以22.2%的IPO前持股成为最大的机构投资方。</p><p>面对众多知名投资机构站台的满帮，市场似乎更关心公司的潜在经营风险，且投资者疑虑，长达十一轮的融资是否会过高推升满帮集团在一级市场中的估值，从而导致一二级市场的估值倒挂?</p><p><b>布局自动驾驶为基本面加分</b></p><p>整车运输市场是公路货运市场中最大的细分市场，2020年时，整车运输市场的规模为3.8万亿，占公路货运市场的60%。至2025年时，整车运输市场的规模有望达4.5万亿，五年复合增速为3.8%。</p><p><img src=\"https://static.tigerbbs.com/a7df4135a04992c6352a238a07852078\" tg-width=\"550\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/></p><p>但就在这样万亿级别的庞大市场中，却存在着诸多发展痛点，高度碎片化、信息极度不对称导致交易流程冗长且低效，严重阻碍了行业的持续增长。</p><p>为解决这一痛点，满帮致力于通过线上信息平台，高效匹配货运供需两端，打通线上车货匹配及交易闭环，完成货主与司机的无缝连接，实现了从传统的“货主找司机”与“司机找货主”的局部静态模式，到全局最优动态匹配的突破，在有效减少第三方转包的同时，可大幅提升货运匹配效率。</p><p>在经过数年的积累后，截至2020年底时，满帮业务已覆盖全国超过300座城市，线路覆盖超过10万条，高度密集的全国线路网形成巨大的网络效应。线路网将中国每个地级市与其他数百个城市连接起来，对百万量级的用户在不同路线上运送百万量级的非标货物进行动态编排，从而实现全局最优的复杂动态匹配。</p><p>据招股书显示，满帮已组成了一个庞大的生态系统，2020年时，有超过280万辆卡车司机在公司的平台上完成了运输订单，这占中国重型与中型卡车司机的约20%。且至2021年3月时，平台上货主的MAU达到了约140万。除货主与司机外，越来越多的金融机构、保险公司、加油站运营商、高速公路管理机构、汽车制造商和经销商等均加入了满帮，平台生态逐渐完善。</p><p>CIC表示，若按GTV(平台总交易额)计算，满帮2020年以7170万份订单，1738亿人民币的GTV成为了全球最大的数字货运平台，该GTV约占中国数字货运平台GTV总量的64%，规模优势显而易见。而在2021年第一季度，满帮完成了2210万个订单，GTV为人民币515亿元，同比增长分别为170.2%和108%。</p><p>财务方面，满帮集团2019-2020年的营业总收入分别为24.7亿元和25.8亿元，同比增长4.4%，在疫情影响下仍呈现稳健增长态势。详细来看，现阶段满帮收入主要来源于其核心的货运匹配服务及增值服务两方面。其中货运匹配服务带来的营收从17.7亿元进一步增长至19.5亿元，同比增长10%;而在2020年，增值服务也为满帮带来6.3亿元营收，贡献近1/4的总营收占比。</p><p><img src=\"https://static.tigerbbs.com/a6dc8f856eea4885fba9e7ea2dc0c8ca\" tg-width=\"720\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/></p><p>而通过优化成本结构，满帮扣除营业成本之后的毛利率也从2019年的44%增至2020年的49%，这为公司在基于非美国通用会计准则(Non-GAAP)下实现扭亏为盈奠定基础。据招股书显示，满帮2020年Non-GAAP下的净利润为2.81亿人民币，而2019年为亏损9281.1万元。且随着疫情影响的消除，满帮2021年第一季度的Non-GAAP净利润达1.13亿元，同比实现3.4倍的大幅增长。</p><p>除此之外，满帮布局自动驾驶也是公司的一大亮点。智通财经了解到，去年9月，智加科技宣布携手满帮集团升级战略合作。作为满帮的独家自动驾驶技术伙伴，智加此次将前装量产级别的高速干线自动驾驶重卡引入到与满帮的战略合作中。而满帮则是智加科技的早期股东，并于今年2月继续跟投后者的新一轮融资。</p><p>满帮之所以选择与智加合作，因为其拥有L4级全栈自动驾驶技术研发能力。2021年年中，智加科技助力<a href=\"https://laohu8.com/S/000800\">一汽解放</a>推出的高级别自动驾驶重卡J7 L3将实现量产上市，率先打开国内自动驾驶卡车市场。满帮通过投资智加科技而布局自动驾驶，或给市场带来一定想象力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ba8d3cf09ea2b7adfee4a2057e1fd28a","relate_stocks":{"YMM":"满帮"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117991740","content_text":"6月22日，中国最大的数字货运平台——满帮集团以“YMM”代码正式登陆纽交所，发行价为19美元/ADS，开盘价报22.50美元/ADS。截至发稿，满帮涨幅超18%。数字货运第一股满帮集团于2017年由运满满和货车帮合并而来，从货运信息发布平台发展成为通过数据驱动、增值服务实现端到端物流交易的生态系统，并建立起具有规模经济特征的全国公路物流网络。目前，平台服务已覆盖全国300多个城市并拥有支持超过10万条线路的全国货运网络。中国拥有全球最大的公路运输市场，据灼识咨询数据，2020年市场规模为6.2万亿元（9515亿美元），其中整车（FTL）和零担（LTL）运输占到中国公路运输市场较大比重，鉴于高灵活性、低基础设施投资要求和端到端交付的便利性，预计公路运输在不久的将来仍将是中国的主要运输方式。满帮旨在将货主与卡车司机连接起来，以促进跨距离、跨重量和跨类型的公路运输，公司通过在整个价值链中开创数字化、标准化和智能化的物流基础设施，立志用技术手段改变中国道路运输行业。截至2021年3月，在满帮平台发布运输订单的货主已有140万，按2020全年的GTV（平台交易总额）计算，满帮已成为全球最大的数字货运平台。资本青睐据天眼查数据显示，从2014至2017年的短短三年间，满帮完成了七轮融资;至2018年4月时，满帮完成了19亿美元的第八轮融资，同年的10月23日，完成了10亿美元的第十轮融资;至2020年11月底时，满帮完成了约17亿美元的第十一轮融资。市场消息称，第十一轮融资时，满帮集团估值为120亿美元。数轮融资下来，满帮的股东已囊括国内外的知名投资机构，其中便包括了软银、红衫中国、全明显投资基金、老虎环球基金、高瓴、金沙江创投、腾讯等。其中，红衫中国更是连续6轮加注投资满帮，在IPO前持有满帮7.2%的股份，而软银则以22.2%的IPO前持股成为最大的机构投资方。面对众多知名投资机构站台的满帮，市场似乎更关心公司的潜在经营风险，且投资者疑虑，长达十一轮的融资是否会过高推升满帮集团在一级市场中的估值，从而导致一二级市场的估值倒挂?布局自动驾驶为基本面加分整车运输市场是公路货运市场中最大的细分市场，2020年时，整车运输市场的规模为3.8万亿，占公路货运市场的60%。至2025年时，整车运输市场的规模有望达4.5万亿，五年复合增速为3.8%。但就在这样万亿级别的庞大市场中，却存在着诸多发展痛点，高度碎片化、信息极度不对称导致交易流程冗长且低效，严重阻碍了行业的持续增长。为解决这一痛点，满帮致力于通过线上信息平台，高效匹配货运供需两端，打通线上车货匹配及交易闭环，完成货主与司机的无缝连接，实现了从传统的“货主找司机”与“司机找货主”的局部静态模式，到全局最优动态匹配的突破，在有效减少第三方转包的同时，可大幅提升货运匹配效率。在经过数年的积累后，截至2020年底时，满帮业务已覆盖全国超过300座城市，线路覆盖超过10万条，高度密集的全国线路网形成巨大的网络效应。线路网将中国每个地级市与其他数百个城市连接起来，对百万量级的用户在不同路线上运送百万量级的非标货物进行动态编排，从而实现全局最优的复杂动态匹配。据招股书显示，满帮已组成了一个庞大的生态系统，2020年时，有超过280万辆卡车司机在公司的平台上完成了运输订单，这占中国重型与中型卡车司机的约20%。且至2021年3月时，平台上货主的MAU达到了约140万。除货主与司机外，越来越多的金融机构、保险公司、加油站运营商、高速公路管理机构、汽车制造商和经销商等均加入了满帮，平台生态逐渐完善。CIC表示，若按GTV(平台总交易额)计算，满帮2020年以7170万份订单，1738亿人民币的GTV成为了全球最大的数字货运平台，该GTV约占中国数字货运平台GTV总量的64%，规模优势显而易见。而在2021年第一季度，满帮完成了2210万个订单，GTV为人民币515亿元，同比增长分别为170.2%和108%。财务方面，满帮集团2019-2020年的营业总收入分别为24.7亿元和25.8亿元，同比增长4.4%，在疫情影响下仍呈现稳健增长态势。详细来看，现阶段满帮收入主要来源于其核心的货运匹配服务及增值服务两方面。其中货运匹配服务带来的营收从17.7亿元进一步增长至19.5亿元，同比增长10%;而在2020年，增值服务也为满帮带来6.3亿元营收，贡献近1/4的总营收占比。而通过优化成本结构，满帮扣除营业成本之后的毛利率也从2019年的44%增至2020年的49%，这为公司在基于非美国通用会计准则(Non-GAAP)下实现扭亏为盈奠定基础。据招股书显示，满帮2020年Non-GAAP下的净利润为2.81亿人民币，而2019年为亏损9281.1万元。且随着疫情影响的消除，满帮2021年第一季度的Non-GAAP净利润达1.13亿元，同比实现3.4倍的大幅增长。除此之外，满帮布局自动驾驶也是公司的一大亮点。智通财经了解到，去年9月，智加科技宣布携手满帮集团升级战略合作。作为满帮的独家自动驾驶技术伙伴，智加此次将前装量产级别的高速干线自动驾驶重卡引入到与满帮的战略合作中。而满帮则是智加科技的早期股东，并于今年2月继续跟投后者的新一轮融资。满帮之所以选择与智加合作，因为其拥有L4级全栈自动驾驶技术研发能力。2021年年中，智加科技助力一汽解放推出的高级别自动驾驶重卡J7 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