RonTSL的个人主页 - 老虎社区

RonTSL

RonTSL

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IP属地：江苏

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27粉丝

6主题

0勋章

04-27

这时候这价格不加码待何时

内房股集体扬升新城发展(01030)涨超13% 机构看好供需政策双向发力对板块行情的持续驱动

04-25

当然要加仓，难道等到500 ？

04-19

$中梁控股(02772)$ 交易量慢慢的起来了

04-05

$中梁控股(02772)$ 趋好👍 现在 0.19，0.38 就是 2 倍， 0.57 就是 3 倍， 1 $ 就是 5 倍多，开始加仓

04-02

什么时候恢复呢

碧桂园：将延迟发布2023年业绩，股票4月2日起停牌

04-01

$亿航智能(EH)$ 本周到25，月底 30

03-25

$中梁控股(02772)$ 撤销清盘，股价0.5 在一个月内，6月到 1$

03-21

亿航第一家吃螃蟹的

“空中的士”爆火！一文看懂背后的“低空经济”

03-21

$亿航智能(EH)$ 20$ 快了，冲30$

03-20

$亿航智能(EH)$ 本周20$，下月30$

03-20

$亿航智能(EH)$ 本周内到20$，下月到30$

03-20

$中梁控股(02772)$ 往积极面走，是时候建仓了

03-07

可以搞定？这样的声明有用？

药明康德药明生物股价暴跌强烈反对生物安全法案草案

02-26

$中梁控股(02772)$ 涨到 1$

02-18

$亿航智能(EH)$ 建仓的好时机，2024: 15-20， 2025 ： 30-50， 2026: > 80

02-18

$Grab Holdings(GRAB)$ 这次在马来西亚叫车都是Grab，已经快3 年，很快就翻翻

02-18

$PayPal(PYPL)$ 2 个月内涨至 85$

01-31

$Prenetics Global(PRE)$ 会到15$

01-28

$亿航智能(EH)$ 会到50$

01-28

$Lucid Group Inc(LCID)$ 会到10$

去老虎APP查看更多动态

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style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2024-04-26 13:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 内房股集体扬升，<a href=\"https://laohu8.com/S/01030\">新城发展</a>(01030)涨超13%，<a href=\"https://laohu8.com/S/02772\">中梁控股</a>(02772)涨超12%，<a href=\"https://laohu8.com/S/00960\">龙湖集团</a>(00960)涨12.04%，<a href=\"https://laohu8.com/S/00884\">旭辉控股集团</a>(00884)涨超11%，<a href=\"https://laohu8.com/S/01918\">融创中国</a>(01918)涨超10%。</p><p>消息面上，<a href=\"https://laohu8.com/S/601162\">天风证券</a>发布研究报告称，2月基本面下修和3月基本面上修或主要源于高能级城市需求受抑和放量的影响，故一线及强二线城市新房高频成交的边际变化，仍是判断基本面是否有二次走弱可能的关键依据。需求侧LPR超预期下调，因城施策框架下各地“四限”调整进入新一轮发力期，有望带动改善需求集中释放，白名单等供给端融资支持力度持续加码，预计24年供给侧出清基本结束。行业基本面止跌企稳前，该行认为需求不稳、政策延续，看好供需政策双向发力对板块行情的持续驱动。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210810/YmM2NzQwMDNlZDk0ZTY3OGE5Y2Q1OTEzYWZlYzg1NDA3MTQ3NTA1OTAx.jpg","relate_stocks":{"00884":"旭辉控股集团","BK1240":"房地产开发","01030":"新城发展","BK1585":"昨日强势股","02772":"中梁控股","BK1555":"内房股","BK1589":"北水核心资产","BK1521":"挪威政府全球养老基金持仓","01918":"融创中国","00960":"龙湖集团"},"source_url":"1935872","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2430219856","content_text":"金吾财讯 | 内房股集体扬升，新城发展(01030)涨超13%，中梁控股(02772)涨超12%，龙湖集团(00960)涨12.04%，旭辉控股集团(00884)涨超11%，融创中国(01918)涨超10%。消息面上，天风证券发布研究报告称，2月基本面下修和3月基本面上修或主要源于高能级城市需求受抑和放量的影响，故一线及强二线城市新房高频成交的边际变化，仍是判断基本面是否有二次走弱可能的关键依据。需求侧LPR超预期下调，因城施策框架下各地“四限”调整进入新一轮发力期，有望带动改善需求集中释放，白名单等供给端融资支持力度持续加码，预计24年供给侧出清基本结束。行业基本面止跌企稳前，该行认为需求不稳、政策延续，看好供需政策双向发力对板块行情的持续驱动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298949447074032,"gmtCreate":1714014981892,"gmtModify":1714018064332,"author":{"id":"3579498294282282","authorId":"3579498294282282","name":"RonTSL","avatar":"https://static.tigerbbs.com/07d49a809f6fd99e1dcf9d446b823ffd","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"当然要加仓，难道等到500 ？","listText":"当然要加仓，难道等到500 ？","text":"当然要加仓，难道等到500 ？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298949447074032","isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296784512991432,"gmtCreate":1713494783830,"gmtModify":1713494785375,"author":{"id":"3579498294282282","authorId":"3579498294282282","name":"RonTSL","avatar":"https://static.tigerbbs.com/07d49a809f6fd99e1dcf9d446b823ffd","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02772\">$中梁控股(02772)$</a> 交易量慢慢的起来了","listText":"<a href=\"https://laohu8.com/S/02772\">$中梁控股(02772)$</a> 交易量慢慢的起来了","text":"$中梁控股(02772)$ 交易量慢慢的起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296784512991432","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291944173699208,"gmtCreate":1712301443358,"gmtModify":1712301449003,"author":{"id":"3579498294282282","authorId":"3579498294282282","name":"RonTSL","avatar":"https://static.tigerbbs.com/07d49a809f6fd99e1dcf9d446b823ffd","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02772\">$中梁控股(02772)$</a> 趋好👍 现在 0.19，0.38 就是 2 倍， 0.57 就是 3 倍， 1 $ 就是 5 倍多，开始加仓","listText":"<a href=\"https://laohu8.com/S/02772\">$中梁控股(02772)$</a> 趋好👍 现在 0.19，0.38 就是 2 倍， 0.57 就是 3 倍， 1 $ 就是 5 倍多，开始加仓","text":"$中梁控股(02772)$ 趋好👍 现在 0.19，0.38 就是 2 倍， 0.57 就是 3 倍， 1 $ 就是 5 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21:11","market":"hk","language":"zh","title":"碧桂园：将延迟发布2023年业绩，股票4月2日起停牌","url":"https://stock-news.laohu8.com/highlight/detail?id=1169421146","media":"华尔街见闻","summary":"预计公司的股份将于2024年4月2日上午9时正起暂停在联交所买卖。","content":"<html><head></head><body><p>碧桂园港交所公告，由于行业持续波动，本集团面临的经营环境日趋复杂，本公司需要收集更多信息以作出合适的会计估计及判断，以将行业及本公司的变化合理反映于本集团截至2023年12月31日止年度的合并财务报表。同时，由于本集团之债务重组工作仍在进行，鉴于本集团的项目数量众多，分布广泛，相关尽职调查涉及的工作量大、复杂度高，本集团需要更多时间去收集相关财务资料以谨慎评估本集团的现时及未来的财务资源与财务义务。</p><p>预计公司的股份将于2024年4月2日上午9时正起暂停在联交所买卖。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22b558e9f28961b28a1b0f67c4bc73c9\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"live_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>碧桂园：将延迟发布2023年业绩，股票4月2日起停牌</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; 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.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碧桂园：将延迟发布2023年业绩，股票4月2日起停牌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-28 21:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/livenews/2650661><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>碧桂园港交所公告，由于行业持续波动，本集团面临的经营环境日趋复杂，本公司需要收集更多信息以作出合适的会计估计及判断，以将行业及本公司的变化合理反映于本集团截至2023年12月31日止年度的合并财务报表。同时，由于本集团之债务重组工作仍在进行，鉴于本集团的项目数量众多，分布广泛，相关尽职调查涉及的工作量大、复杂度高，本集团需要更多时间去收集相关财务资料以谨慎评估本集团的现时及未来的财务资源与财务义务...</p>\n\n<a href=\"https://wallstreetcn.com/livenews/2650661\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5bd3ae7ca8ea5fbfd608c1c93fc8cabb","relate_stocks":{"02007":"碧桂园"},"source_url":"https://wallstreetcn.com/livenews/2650661","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1169421146","content_text":"碧桂园港交所公告，由于行业持续波动，本集团面临的经营环境日趋复杂，本公司需要收集更多信息以作出合适的会计估计及判断，以将行业及本公司的变化合理反映于本集团截至2023年12月31日止年度的合并财务报表。同时，由于本集团之债务重组工作仍在进行，鉴于本集团的项目数量众多，分布广泛，相关尽职调查涉及的工作量大、复杂度高，本集团需要更多时间去收集相关财务资料以谨慎评估本集团的现时及未来的财务资源与财务义务。预计公司的股份将于2024年4月2日上午9时正起暂停在联交所买卖。","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290623239561352,"gmtCreate":1711978949672,"gmtModify":1711978950790,"author":{"id":"3579498294282282","authorId":"3579498294282282","name":"RonTSL","avatar":"https://static.tigerbbs.com/07d49a809f6fd99e1dcf9d446b823ffd","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a 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30","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/290623239561352","isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120360017010400","authorId":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":7,"crmLevelSwitch":0},"content":"今天开始跌，13块进","text":"今天开始跌，13块进","html":"今天开始跌，13块进"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288123917091024,"gmtCreate":1711368489020,"gmtModify":1711368490494,"author":{"id":"3579498294282282","authorId":"3579498294282282","name":"RonTSL","avatar":"https://static.tigerbbs.com/07d49a809f6fd99e1dcf9d446b823ffd","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02772\">$中梁控股(02772)$</a> 撤销清盘，股价0.5 在一个月内，6月 到 1$","listText":"<a href=\"https://laohu8.com/S/02772\">$中梁控股(02772)$</a> 撤销清盘，股价0.5 在一个月内，6月 到 1$","text":"$中梁控股(02772)$ 撤销清盘，股价0.5 在一个月内，6月 到 1$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288123917091024","isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286778310136016,"gmtCreate":1711034278278,"gmtModify":1711034280331,"author":{"id":"3579498294282282","authorId":"3579498294282282","name":"RonTSL","avatar":"https://static.tigerbbs.com/07d49a809f6fd99e1dcf9d446b823ffd","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"亿航第一家吃螃蟹的","listText":"亿航第一家吃螃蟹的","text":"亿航第一家吃螃蟹的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286778310136016","repostId":"2421185019","repostType":2,"repost":{"id":"2421185019","pubTimestamp":1711026158,"share":"https://www.laohu8.com/m/news/2421185019?lang=&edition=full","pubTime":"2024-03-21 21:02","market":"us","language":"zh","title":"“空中的士”爆火！一文看懂背后的“低空经济”","url":"https://stock-news.laohu8.com/highlight/detail?id=2421185019","media":"华尔街见闻","summary":"“低空经济”涵盖场景丰富，多产业融合发展可期，主要包括无人机、“空中的士”（eVTOL）和通航三个方面，预计2035年中国低空经济市场规模将超过6万亿元。","content":"<html><head></head><body><blockquote><p><strong>“低空经济”涵盖场景丰富，多产业融合发展可期，主要包括无人机、“空中的士”（eVTOL）和通航三个方面，预计2035年中国低空经济市场规模将超过6万亿元。</strong></p></blockquote><p>随着与“低空经济“相关的政策接连落地，低空经济商业化加速，相关概念持续爆发。</p><p>3月18日，全球首个获得适航认证的国产自主研发的“空中的士”——电动垂直起降飞行器（eVTOL）亿航EH216-S无人驾驶载人航空器上架淘宝，标价239万元。3月20日晚间，这一“空中的士”又亮相“交个朋友”淘宝直播间，全款购买为199万元。据数据显示，<strong>已经有12人为亿航“空中的士”交付3.99万元定金</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3a0d00d097f18eb800857c09e138bb0\" tg-width=\"1024\" tg-height=\"2020\"/></p><p>从定义来看，低空经济是以垂直高度1000米以下、根据实际需要延伸至不超过3000米的低空空域为主要活动场域，<strong>以电动垂直起降飞行器（eVTOL）和无人驾驶航空器为载体</strong>，以载人、载货及其他作业等多场景低空飞行活动为牵引，带动相关领域融合发展的综合性经济业态。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5679e0cc66b002a4f67ac5dc64cd4c99\" tg-width=\"1024\" tg-height=\"496\"/></p><p>民生证券尹会伟等在题为《低空经济系列：新质生产力标杆赛道，低空经济展翅高飞》的研报中指出，“低空经济”涵盖场景丰富，多产业融合发展可期，包括<strong>1）无人机；2）eVTOL；3）通航</strong>三个方面：</p><blockquote><p><strong>1）无人机方面</strong>，我国具备领先优势。以工业级无人机为代表的低空数字经济近年来呈现加速发展态势，<strong>更多市场将以“数据+服务”的方式存在</strong>，“飞行器+产业”的生态正在慢慢形成，这或是低空经济中最快能见效益、能出成果的领域之一；</p><p><strong>2）eVTOL方面，</strong>eVTOL在城际互通、旅游观光、医疗、应急等诸多领域均具备较好应用前景。</p><p><strong>3）通航方面</strong>，随着空域资源管理流程优化，我国通航产业有望焕发成长新动能。</p></blockquote><p><a href=\"https://laohu8.com/S/600999\">招商证券</a>分析师汪刘胜等在题为《汽车行业飞行汽车专题报告：低空经济浪潮将至，重视飞行汽车投资机遇》的研报指出，低空经济浪潮将至，UAM（城市空中交通）备受关注，eVTOL作为新一代航空革命性飞行器，是新概念、新能源、新材料、新技术的集合体，<strong>是未来城市空中交通市场的主流方案</strong>，已在全世界范围内引起了研发的热潮，<strong>成为国际航空科技创新竞争的新赛道。</strong></p><p><a href=\"https://laohu8.com/S/601066\">中信建投</a>分析师应瑛在题为《低空经济系列报告：概述低空经济，<a href=\"https://laohu8.com/S/300832\">新产业</a>启航》指出，作为<strong>产业链型经济，</strong>具有多领域、跨行业、全链条的特点，其构成包含基建端、飞行器制造端和应用端三部分。2023年我国低空经济市场规模超5000亿元，预计2035年中国低空经济市场规模将超过6万亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7417d20dbc9dfd1d5401a51405d378b3\" tg-width=\"1024\" tg-height=\"453\"/></p><h2 id=\"id_2849347985\">中国低空经济现状：通航处快速建设期</h2><p><a href=\"https://laohu8.com/S/601878\">浙商证券</a>分析师邱世梁等在题为《低空经济：低空翱翔，拉开序幕》的报告中指出，低空经济是以各种有人驾驶和无人驾驶航空器的各类低空飞行活动为牵引，辐射带动相关领域融合发展的综合性经济形态。低空经济<strong>以通用航空产业为主体，以无人机产业为主导，广泛体现于第一、第二、第三产业之中。</strong></p><p>民生证券指出，低空经济生态由<strong>低空制造产业、低空飞行产业、低空保障产业和综合服务产业四个部分构成：</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9dc0efee59cd81831a8798784f50df2f\" tg-width=\"1024\" tg-height=\"543\"/></p><p><strong>从通航产业来看</strong>，浙商证券指出，<strong>当前中国的通航处快速建设期，</strong>中国通用航空机场2023年数量为449个，较2018年增长122%，2018-2023年复合增速为17%，但通航机场仍较少：</p><blockquote><p>通用航空机队规模2022年达到3186架，2018-2022年复合增速为6%。其中，教学训练用通航机队规模2018-2022年复合增速为14%，高于整体机队。侧面反映出了我国通航领域的飞行需求保持在比较高的水平。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/766b1132d07439b60f5dcc9f9bbf9f5d\" tg-width=\"1024\" tg-height=\"273\"/></p></blockquote><p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>研究员李聪在题为《低空经济：强势起飞，未来已来》的研报中指出<strong>，低空经济与通用航空有着天然的联系，</strong>尽管有政策加持，但通用航空依然面临困境，主要体现在低空空域资源供给不足、低空飞行活动审批程序繁琐、通用机场建设滞后等问题。</p><p>民生证券认为，我国通航产业整体起步较晚，基础相对薄弱。近些年随着空域资源的逐步放宽以及相关科技产业的加速发展，整体呈现向好态势，但相较海外仍有一定差距。</p><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>也指出，2022年我国通航机队规模仅为美国的1.52%，相较美国发展空间巨大。</p><p><strong>从无人机产业来看</strong>，民生证券指出，<strong>我国无人机产业链体系完备，早期通过大疆创新等消费级无人机的发展迅速在全球占据了市场，具备国际比较优势。</strong>而以工业无人机为代表的低空数字经济近年来正在加速发展，更多工业级无人机市场或将以“数据＋服务”的方式存在，<strong>“飞行器＋产业” 的发展生态正在慢慢形成</strong>。</p><p>中信建投认为，<strong>无人机赋能低空物流，2035年行业产值可超万亿规模</strong>，同时，<strong>无人机还可以整合巡检产业，2022年市场规模达78亿元：</strong></p><blockquote><p><strong>地面物流承载压力大，无人机物流实现快捷高效配送，规模化运输后配送成本下降40%-50%，是巨大的发展机遇。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/480657edafd97d437c3b300ad356a6df\" tg-width=\"1024\" tg-height=\"486\"/></p><p>无人机在救援、安防、巡检、农林植保等城市管理领域前景广阔，其落地应用有助于扩大城市管理边界、提升城市管理效率，全方位保障城市安全。将传统人工巡检20天/100公里的巡检速度压缩到4天，巡检效率提升5至10倍，巡检成本降低50%以上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6533cd5afb77a125a24a08e7dd509a4b\" tg-width=\"1024\" tg-height=\"437\"/></p></blockquote><p><a href=\"https://laohu8.com/S/06030\">中信证券</a>指出，在民用无人机中，工业级占比已超越消费级并在高速增长，根据Frost &amp; Sullivan的预测（转引自<a href=\"https://laohu8.com/S/688070\">纵横股份</a>招股说明书），工业无人机市场增速仍将保持高位，其中，物流或将是无人机应用的重点领域，<strong>22-24年物流无人机市场CAGR或将达到200%。</strong></p><p>分析师普遍强调，<strong>eVTOL（</strong>Electric Vertical Takeoff and Landing<strong>）是低空经济重要载体</strong>，<strong>是低空经济中不可忽视的拼图。</strong></p><p>浙商证券指出，eVTOL是指以电力作为飞行动力来源且具备垂直起降功能的飞行器，具有低成本、低噪音、高安全等优势。UAM（城市空中交通）是eVTOL飞行器未来重要应用方向：</p><blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/591f52bd02bd6eadb327d81e23aa9f2d\" tg-width=\"1024\" tg-height=\"532\"/></p><p>按照整机构型，主流<strong>eVTOL</strong>可分为多旋翼、复合型、矢量型。近年来，全球范围内涌现出多种类型和形式的eVTOL产品，其最大区别在于产品构型上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bb39a38f0f1bcab18dee88d90218203\" tg-width=\"1024\" tg-height=\"261\"/></p></blockquote><p><a href=\"https://laohu8.com/S/HTSC.UK\">华泰证券</a>指出，eVTOL技术基础是飞控、电机、锂电池等，这些因素与自动控制和电气化技术密切相关，而这些相关技术在最近几十年才发展成熟到可以应用在载人航空器上。也正因此，eVTOL 航空器设计才能在最近十余年开始出现，<strong>与常规飞行器相比，eVTOL 有垂直起降技术、电池技术、分布式电推进技术三大不同：</strong></p><blockquote><p>1）垂直起降技术。大多数 eVTOL 飞行器采用电力驱动系统，通常采用多旋翼设计，配备先进的飞行控制系统，包括传感器、舵面和螺旋桨的电动调节等，以实现精确的飞行控制和姿态调整，通常具备自主飞行和自动驾驶的能力；</p><p>2）电池技术。电池是 eVTOL 技术的核心，主流为锂离子电池。电池技术不仅会影响飞机续航，也会影响飞机的形态。提高电池比能量和比 率，并实现快速充电和长使用寿命是eVTOL 电池面临的主要技术挑战；</p><p>3）分布式电推进技术。分布式电推进技术可以提供更高的推力控制精度和灵活性，在 eVTOL 中被普遍使用。通过将多个电动发动机分布在飞行器的不同位置，实现对飞行器的推进和控制，在提高飞行性能、增强机动性、提供冗余性发面具有显著的优势。</p></blockquote><p>中信证券认为，目前航空装备巨头、传统或新兴车企、互联网科技公司均在该领域加速布局，<strong>eVTOL商业化元年已经到来</strong>。</p><p>浙商证券指出，2023年12月，亿航<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>向广州亿通智航交付全球首台获颁适航证的载人eVTOL，后续将在广州开展空中游览商业运营。受益于UAM公众接受度提升、政府部门投资增加、关键技术迭代升级，预计到2032年全球eVTOL市场规模将达到357.9亿美元左右，2022-2032年10年复合增长率为12.4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d88e52f1e9a0c82b7f13ca55f6e4680b\" tg-width=\"1024\" tg-height=\"570\"/></p><h2 id=\"id_3536774033\">低空经济万亿市场规模成共识</h2><p>中信证券指出，低空经济作为新兴的融合经济形态，产业辐射面极大。根据<a href=\"https://laohu8.com/S/603888\">新华网</a>测算，2023年我国低空经济规模超5000亿元，2030年有望达到2万亿元。</p><p>浙商证券指出，预计2040年中国城市空中交通总产值将达2680亿美元，CAGR为32%（2020-2040），据<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>预测，至2040年全球城市空中交通行业总产值能够达到1万亿美元，至2050年总产值将达到9万亿美元：</p><blockquote><p>其中，中国城市空中交通总产值至2040年将达到2680亿美元（测算得2020-2040年CAGR=32%），至2050将达到2.1万亿美元（测算得2020-2050年CAGR=21%）</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4473c9d220057cd4f59bcc1fcf620e95\" tg-width=\"1024\" tg-height=\"627\"/></p></blockquote><p>其中，工业无人机市场增速仍将保持高位，<strong>物流或将是无人机应用的重点领域。</strong></p><p>浙商证券认为，低空经济+”模式催生各类应用场景，预计2024年我国工业无人机市场规模有望超1500亿元，2024年<strong>快递物流方面的无人机市场规模约300亿元</strong>：</p><blockquote><p>根据国家统计局数据，2023年国内快递量为1321亿件，同比增长19%；快递业务收入为12074亿元，同比增长14%。深圳市无人机行业协会预计，到2024年民用无人机国内场规模接近1600亿元，其中快递物流方面的无人机市场规模约300亿元。</p><p>截至2023年底，深圳市无人机企业1700多家，年产值为960亿元，增长28%；累计开通低空航线126条，建设无人机起降点89个，2023年无人机载货及综合飞行60多万架次。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c6cb0f4b15f1ffaea7ee50d652e8c639\" tg-width=\"932\" tg-height=\"580\"/></p></blockquote><p>与此同时，<strong>eVTOL的发展前景越发受到重视。</strong></p><p>中信证券指出，综合Markets and Markets、Global Info Research等机构数据，预计到2030年全球eVTOL市场规模将达200~300亿美元，其中亚太地区复合增速或为最高，中国eVTOL产值预计在2025年有望超过百亿，到2030年中国市场份额有望达到25%-30%左右。</p><p>民生证券认为，eVTOL作为一种新型智能航空器，有望改变传统交通出行和游乐方式，其应用领域与生产生活密切关联，在城际互通、旅游观光、医疗、应急救援等诸多领域均具备较好应用前景。</p><p>中信建投认为，<strong>eVTOL在国内按空中游览、医疗转运、空中出租车顺序落地。</strong>据Roland Berger预测，全球UAM（城市空中交通）规模有望在2030年达到20亿美元，2050年增至900亿美元，三种重要使用场景分别是城市出租车、机场班车和城际交通，<strong>2025年eVTOL占比达36%、35%和29%。</strong></p><p>浙商证券认为，<strong>eVTOL作为低空经济的重要组成部分，产业发展进度在政策推动下有望超出预期。</strong>随着民航局对于<strong>eVTOL</strong>适航审定经验逐渐丰富，有望在适航审定专用条件基础上形成标准条件，促进<strong>eVTOL</strong>适航审定提速：</p><blockquote><p>全球政策同频，促进<strong>eVTOL</strong>行业供需双优。近年来，欧美日韩等发达国家也加快了低空经济和eVTOL领域的规则和标准的出台，从行业供给（适航认证、机型开发、运营和监督）和行业需求（货运、客运）两方面推动eVTOL行业发展。</p><p>商业化方面，23年12月，亿航智能向广州亿通智航交付全球首台获颁适航证的载人eVTOL，后续将在广州开展空中游览商业运营。根据德勤预测，2025-2030年间，适航规章、基础设施以及空管系统将完成建立，<strong>技术进步将推动有人驾驶eVTOL进入商用阶段</strong></p></blockquote></body></html>","source":"wallstreetcn_hot_news","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>“空中的士”爆火！一文看懂背后的“低空经济”</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“空中的士”爆火！一文看懂背后的“低空经济”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-21 21:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3710986><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“低空经济”涵盖场景丰富，多产业融合发展可期，主要包括无人机、“空中的士”（eVTOL）和通航三个方面，预计2035年中国低空经济市场规模将超过6万亿元。随着与“低空经济“相关的政策接连落地，低空经济商业化加速，相关概念持续爆发。3月18日，全球首个获得适航认证的国产自主研发的“空中的士”——电动垂直起降飞行器（eVTOL）亿航EH216-S无人驾驶载人航空器上架淘宝，标价239万元。3月20日...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3710986\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b7e7fd0527faa277f74d34c904d583b","relate_stocks":{"EH":"亿航智能"},"source_url":"https://wallstreetcn.com/articles/3710986","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2421185019","content_text":"“低空经济”涵盖场景丰富，多产业融合发展可期，主要包括无人机、“空中的士”（eVTOL）和通航三个方面，预计2035年中国低空经济市场规模将超过6万亿元。随着与“低空经济“相关的政策接连落地，低空经济商业化加速，相关概念持续爆发。3月18日，全球首个获得适航认证的国产自主研发的“空中的士”——电动垂直起降飞行器（eVTOL）亿航EH216-S无人驾驶载人航空器上架淘宝，标价239万元。3月20日晚间，这一“空中的士”又亮相“交个朋友”淘宝直播间，全款购买为199万元。据数据显示，已经有12人为亿航“空中的士”交付3.99万元定金。从定义来看，低空经济是以垂直高度1000米以下、根据实际需要延伸至不超过3000米的低空空域为主要活动场域，以电动垂直起降飞行器（eVTOL）和无人驾驶航空器为载体，以载人、载货及其他作业等多场景低空飞行活动为牵引，带动相关领域融合发展的综合性经济业态。民生证券尹会伟等在题为《低空经济系列：新质生产力标杆赛道，低空经济展翅高飞》的研报中指出，“低空经济”涵盖场景丰富，多产业融合发展可期，包括1）无人机；2）eVTOL；3）通航三个方面：1）无人机方面，我国具备领先优势。以工业级无人机为代表的低空数字经济近年来呈现加速发展态势，更多市场将以“数据+服务”的方式存在，“飞行器+产业”的生态正在慢慢形成，这或是低空经济中最快能见效益、能出成果的领域之一；2）eVTOL方面，eVTOL在城际互通、旅游观光、医疗、应急等诸多领域均具备较好应用前景。3）通航方面，随着空域资源管理流程优化，我国通航产业有望焕发成长新动能。招商证券分析师汪刘胜等在题为《汽车行业飞行汽车专题报告：低空经济浪潮将至，重视飞行汽车投资机遇》的研报指出，低空经济浪潮将至，UAM（城市空中交通）备受关注，eVTOL作为新一代航空革命性飞行器，是新概念、新能源、新材料、新技术的集合体，是未来城市空中交通市场的主流方案，已在全世界范围内引起了研发的热潮，成为国际航空科技创新竞争的新赛道。中信建投分析师应瑛在题为《低空经济系列报告：概述低空经济，新产业启航》指出，作为产业链型经济，具有多领域、跨行业、全链条的特点，其构成包含基建端、飞行器制造端和应用端三部分。2023年我国低空经济市场规模超5000亿元，预计2035年中国低空经济市场规模将超过6万亿元。中国低空经济现状：通航处快速建设期浙商证券分析师邱世梁等在题为《低空经济：低空翱翔，拉开序幕》的报告中指出，低空经济是以各种有人驾驶和无人驾驶航空器的各类低空飞行活动为牵引，辐射带动相关领域融合发展的综合性经济形态。低空经济以通用航空产业为主体，以无人机产业为主导，广泛体现于第一、第二、第三产业之中。民生证券指出，低空经济生态由低空制造产业、低空飞行产业、低空保障产业和综合服务产业四个部分构成：从通航产业来看，浙商证券指出，当前中国的通航处快速建设期，中国通用航空机场2023年数量为449个，较2018年增长122%，2018-2023年复合增速为17%，但通航机场仍较少：通用航空机队规模2022年达到3186架，2018-2022年复合增速为6%。其中，教学训练用通航机队规模2018-2022年复合增速为14%，高于整体机队。侧面反映出了我国通航领域的飞行需求保持在比较高的水平。华泰证券研究员李聪在题为《低空经济：强势起飞，未来已来》的研报中指出，低空经济与通用航空有着天然的联系，尽管有政策加持，但通用航空依然面临困境，主要体现在低空空域资源供给不足、低空飞行活动审批程序繁琐、通用机场建设滞后等问题。民生证券认为，我国通航产业整体起步较晚，基础相对薄弱。近些年随着空域资源的逐步放宽以及相关科技产业的加速发展，整体呈现向好态势，但相较海外仍有一定差距。中信证券也指出，2022年我国通航机队规模仅为美国的1.52%，相较美国发展空间巨大。从无人机产业来看，民生证券指出，我国无人机产业链体系完备，早期通过大疆创新等消费级无人机的发展迅速在全球占据了市场，具备国际比较优势。而以工业无人机为代表的低空数字经济近年来正在加速发展，更多工业级无人机市场或将以“数据＋服务”的方式存在，“飞行器＋产业” 的发展生态正在慢慢形成。中信建投认为，无人机赋能低空物流，2035年行业产值可超万亿规模，同时，无人机还可以整合巡检产业，2022年市场规模达78亿元：地面物流承载压力大，无人机物流实现快捷高效配送，规模化运输后配送成本下降40%-50%，是巨大的发展机遇。无人机在救援、安防、巡检、农林植保等城市管理领域前景广阔，其落地应用有助于扩大城市管理边界、提升城市管理效率，全方位保障城市安全。将传统人工巡检20天/100公里的巡检速度压缩到4天，巡检效率提升5至10倍，巡检成本降低50%以上。中信证券指出，在民用无人机中，工业级占比已超越消费级并在高速增长，根据Frost & Sullivan的预测（转引自纵横股份招股说明书），工业无人机市场增速仍将保持高位，其中，物流或将是无人机应用的重点领域，22-24年物流无人机市场CAGR或将达到200%。分析师普遍强调，eVTOL（Electric Vertical Takeoff and Landing）是低空经济重要载体，是低空经济中不可忽视的拼图。浙商证券指出，eVTOL是指以电力作为飞行动力来源且具备垂直起降功能的飞行器，具有低成本、低噪音、高安全等优势。UAM（城市空中交通）是eVTOL飞行器未来重要应用方向：按照整机构型，主流eVTOL可分为多旋翼、复合型、矢量型。近年来，全球范围内涌现出多种类型和形式的eVTOL产品，其最大区别在于产品构型上。华泰证券指出，eVTOL技术基础是飞控、电机、锂电池等，这些因素与自动控制和电气化技术密切相关，而这些相关技术在最近几十年才发展成熟到可以应用在载人航空器上。也正因此，eVTOL 航空器设计才能在最近十余年开始出现，与常规飞行器相比，eVTOL 有垂直起降技术、电池技术、分布式电推进技术三大不同：1）垂直起降技术。大多数 eVTOL 飞行器采用电力驱动系统，通常采用多旋翼设计，配备先进的飞行控制系统，包括传感器、舵面和螺旋桨的电动调节等，以实现精确的飞行控制和姿态调整，通常具备自主飞行和自动驾驶的能力；2）电池技术。电池是 eVTOL 技术的核心，主流为锂离子电池。电池技术不仅会影响飞机续航，也会影响飞机的形态。提高电池比能量和比 率，并实现快速充电和长使用寿命是eVTOL 电池面临的主要技术挑战；3）分布式电推进技术。分布式电推进技术可以提供更高的推力控制精度和灵活性，在 eVTOL 中被普遍使用。通过将多个电动发动机分布在飞行器的不同位置，实现对飞行器的推进和控制，在提高飞行性能、增强机动性、提供冗余性发面具有显著的优势。中信证券认为，目前航空装备巨头、传统或新兴车企、互联网科技公司均在该领域加速布局，eVTOL商业化元年已经到来。浙商证券指出，2023年12月，亿航智能向广州亿通智航交付全球首台获颁适航证的载人eVTOL，后续将在广州开展空中游览商业运营。受益于UAM公众接受度提升、政府部门投资增加、关键技术迭代升级，预计到2032年全球eVTOL市场规模将达到357.9亿美元左右，2022-2032年10年复合增长率为12.4%。低空经济万亿市场规模成共识中信证券指出，低空经济作为新兴的融合经济形态，产业辐射面极大。根据新华网测算，2023年我国低空经济规模超5000亿元，2030年有望达到2万亿元。浙商证券指出，预计2040年中国城市空中交通总产值将达2680亿美元，CAGR为32%（2020-2040），据摩根士丹利预测，至2040年全球城市空中交通行业总产值能够达到1万亿美元，至2050年总产值将达到9万亿美元：其中，中国城市空中交通总产值至2040年将达到2680亿美元（测算得2020-2040年CAGR=32%），至2050将达到2.1万亿美元（测算得2020-2050年CAGR=21%）其中，工业无人机市场增速仍将保持高位，物流或将是无人机应用的重点领域。浙商证券认为，低空经济+”模式催生各类应用场景，预计2024年我国工业无人机市场规模有望超1500亿元，2024年快递物流方面的无人机市场规模约300亿元：根据国家统计局数据，2023年国内快递量为1321亿件，同比增长19%；快递业务收入为12074亿元，同比增长14%。深圳市无人机行业协会预计，到2024年民用无人机国内场规模接近1600亿元，其中快递物流方面的无人机市场规模约300亿元。截至2023年底，深圳市无人机企业1700多家，年产值为960亿元，增长28%；累计开通低空航线126条，建设无人机起降点89个，2023年无人机载货及综合飞行60多万架次。与此同时，eVTOL的发展前景越发受到重视。中信证券指出，综合Markets and Markets、Global Info Research等机构数据，预计到2030年全球eVTOL市场规模将达200~300亿美元，其中亚太地区复合增速或为最高，中国eVTOL产值预计在2025年有望超过百亿，到2030年中国市场份额有望达到25%-30%左右。民生证券认为，eVTOL作为一种新型智能航空器，有望改变传统交通出行和游乐方式，其应用领域与生产生活密切关联，在城际互通、旅游观光、医疗、应急救援等诸多领域均具备较好应用前景。中信建投认为，eVTOL在国内按空中游览、医疗转运、空中出租车顺序落地。据Roland Berger预测，全球UAM（城市空中交通）规模有望在2030年达到20亿美元，2050年增至900亿美元，三种重要使用场景分别是城市出租车、机场班车和城际交通，2025年eVTOL占比达36%、35%和29%。浙商证券认为，eVTOL作为低空经济的重要组成部分，产业发展进度在政策推动下有望超出预期。随着民航局对于eVTOL适航审定经验逐渐丰富，有望在适航审定专用条件基础上形成标准条件，促进eVTOL适航审定提速：全球政策同频，促进eVTOL行业供需双优。近年来，欧美日韩等发达国家也加快了低空经济和eVTOL领域的规则和标准的出台，从行业供给（适航认证、机型开发、运营和监督）和行业需求（货运、客运）两方面推动eVTOL行业发展。商业化方面，23年12月，亿航智能向广州亿通智航交付全球首台获颁适航证的载人eVTOL，后续将在广州开展空中游览商业运营。根据德勤预测，2025-2030年间，适航规章、基础设施以及空管系统将完成建立，技术进步将推动有人驾驶eVTOL进入商用阶段","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286763034771504,"gmtCreate":1711030597827,"gmtModify":1711030599093,"author":{"id":"3579498294282282","authorId":"3579498294282282","name":"RonTSL","avatar":"https://static.tigerbbs.com/07d49a809f6fd99e1dcf9d446b823ffd","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 20$ 快了，冲30$","listText":"<a 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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>药明康德药明生物股价暴跌 强烈反对生物安全法案草案</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; 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403071405288b1183bb&s=b><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>药明系个股因美参议院通过《生物安全法案》草案遭受重挫，药明康德(603259)和药明生物股价暴跌。7日早盘，受利空消息影响，A股药明康德股价跌停，而港股药明康德下跌16%，药明生物则大跌近21%。药明康德中午在香港交易所发布公告，表达对被定义为“予以关注的生物技术公司”的强烈反对。公司声明，药明康德不会对任何国家构成国家安全风险，并强调未来数月将继续参与相关立法过程的讨论。药明康德的回应显示，草案...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403071405288b1183bb&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"603259":"药明康德","BK1589":"北水核心资产","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0823426480.USD":"法巴中国股票经典Dis","LU0052750758.USD":"富兰克林中国基金A Acc","BK1583":"高瓴概念","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0359201612.USD":"贝莱德中国基金A2","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc 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