Pagyu的个人主页 - 老虎社区

Pagyu

暂无个人介绍

IP属地：未知

114关注

1粉丝

0主题

0勋章

2021-10-13

炒股时间又来了

Tenaga,bursa,airaisa,ays,brahims,genting炒股时间又来了和病毒共存什么股会起呢

炒股时间又来了

2021-09-01

Well

抱歉，原内容已删除

2021-09-01

Good

抱歉，原内容已删除

2021-09-01

Sept new life trading start

2021-08-31

good

@价值投资为王:比亚迪半年报：股价很丰满，利润很骨感！

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3582188444463512","uuid":"3582188444463512","gmtCreate":1619094702335,"gmtModify":1619094702335,"name":"Pagyu","pinyin":"pagyu","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":114,"tweetSize":5,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.23","exceedPercentage":"60.36%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"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":"2022.09.16","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"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":"post","tweets":[{"id":822599108,"gmtCreate":1634139077561,"gmtModify":1634139077561,"author":{"id":"3582188444463512","authorId":"3582188444463512","name":"Pagyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582188444463512","authorIdStr":"3582188444463512"},"themes":[],"title":"炒股时间又来了","htmlText":"Tenaga,bursa,airaisa,ays,brahims,genting炒股时间又来了和病毒共存什么股会起呢","listText":"Tenaga,bursa,airaisa,ays,brahims,genting炒股时间又来了和病毒共存什么股会起呢","text":"Tenaga,bursa,airaisa,ays,brahims,genting炒股时间又来了和病毒共存什么股会起呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822599108","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816541965,"gmtCreate":1630509330557,"gmtModify":1632475414376,"author":{"id":"3582188444463512","authorId":"3582188444463512","name":"Pagyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582188444463512","authorIdStr":"3582188444463512"},"themes":[],"htmlText":"Well","listText":"Well","text":"Well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816541965","repostId":"2164180358","repostType":4,"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816549526,"gmtCreate":1630509270065,"gmtModify":1632475420368,"author":{"id":"3582188444463512","authorId":"3582188444463512","name":"Pagyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582188444463512","authorIdStr":"3582188444463512"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816549526","repostId":"2164818033","repostType":4,"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818454462,"gmtCreate":1630434585156,"gmtModify":1633678110250,"author":{"id":"3582188444463512","authorId":"3582188444463512","name":"Pagyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582188444463512","authorIdStr":"3582188444463512"},"themes":[],"htmlText":"Sept new life trading start","listText":"Sept new life trading start","text":"Sept new life trading start","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818454462","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818256265,"gmtCreate":1630416418057,"gmtModify":1633678239264,"author":{"id":"3582188444463512","authorId":"3582188444463512","name":"Pagyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582188444463512","authorIdStr":"3582188444463512"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818256265","repostId":"813191159","repostType":1,"repost":{"id":813191159,"gmtCreate":1630144605671,"gmtModify":1704956525777,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"比亚迪半年报：股价很丰满，利润很骨感！","htmlText":"2021年，新能源汽车行情发生明显的两极分化，最正宗的造车新势力：蔚来、理想和小鹏股价从高点回落40%左右，而国内的新能源汽车概念股则继续突飞猛进，比亚迪年内上涨近50%！暴涨的股价让新能源成为市场YYDS(永远的神)！此情此景下，比亚迪的半年报万众瞩目，当成绩于昨日盘后揭晓之后，微薄的利润让投资者炸了锅。未加速的营收和惨淡的利润比亚迪上半年营收909亿，同比增长50%，初看还不错，但细看二季度营收499亿，同比增长只有22.2%。再来看净利润，上半年为11.7亿，同比下跌29%。由于比亚迪净利润中有大量的政府补贴，因此，扣非后的净利润更能反映真实的经营情况。在扣除9.6亿政府补贴及其他非经营损益后，比亚迪的扣非净利润为3.7亿，下降60%。比亚迪历来净利润都不太稳定，忽上忽下，市场也未指望比亚迪真的能赚多少钱，因此，所有的希望都寄托在营收上，只要成长在，利润不重要。因为比亚迪每月初都会公布上一个月的汽车销量，在7月初的时候，市场已然获悉汽车销量在今年上半年提升了55.5%。这样的成绩相比往年有明显提升，由此市场对比亚迪的业绩有一种期待，希望能爆发。然而，希望是用来破灭的。上半年，比亚迪汽车、汽车相关产品及其他产品业务的收入约392亿元，同比增长22.09%；手机部件、组装及其他产品业务的收入约431亿 元，同比增长84.48%；二次充电电池及光伏业务的收入约83亿元，同比增长72.97%。三大业务占本集团总收入 的比例分别为43.08%、47.46%和9.12%。由此可见，汽车业务营收并不亮眼，更何况上半年汽车行业顺风顺水，根据中国汽车工业协会的数据，今年上半年全国汽车销量为 1289.1万辆，同比增长25.6%。比亚迪最令人关注的汽车业务并无惊喜。从部门营收增速来看，比亚迪上半年主要依靠手机和电池业务实现50%增速。手机业务方面，疫情之后，全世界对电子产品的需求明显提升","listText":"2021年，新能源汽车行情发生明显的两极分化，最正宗的造车新势力：蔚来、理想和小鹏股价从高点回落40%左右，而国内的新能源汽车概念股则继续突飞猛进，比亚迪年内上涨近50%！暴涨的股价让新能源成为市场YYDS(永远的神)！此情此景下，比亚迪的半年报万众瞩目，当成绩于昨日盘后揭晓之后，微薄的利润让投资者炸了锅。未加速的营收和惨淡的利润比亚迪上半年营收909亿，同比增长50%，初看还不错，但细看二季度营收499亿，同比增长只有22.2%。再来看净利润，上半年为11.7亿，同比下跌29%。由于比亚迪净利润中有大量的政府补贴，因此，扣非后的净利润更能反映真实的经营情况。在扣除9.6亿政府补贴及其他非经营损益后，比亚迪的扣非净利润为3.7亿，下降60%。比亚迪历来净利润都不太稳定，忽上忽下，市场也未指望比亚迪真的能赚多少钱，因此，所有的希望都寄托在营收上，只要成长在，利润不重要。因为比亚迪每月初都会公布上一个月的汽车销量，在7月初的时候，市场已然获悉汽车销量在今年上半年提升了55.5%。这样的成绩相比往年有明显提升，由此市场对比亚迪的业绩有一种期待，希望能爆发。然而，希望是用来破灭的。上半年，比亚迪汽车、汽车相关产品及其他产品业务的收入约392亿元，同比增长22.09%；手机部件、组装及其他产品业务的收入约431亿 元，同比增长84.48%；二次充电电池及光伏业务的收入约83亿元，同比增长72.97%。三大业务占本集团总收入 的比例分别为43.08%、47.46%和9.12%。由此可见，汽车业务营收并不亮眼，更何况上半年汽车行业顺风顺水，根据中国汽车工业协会的数据，今年上半年全国汽车销量为 1289.1万辆，同比增长25.6%。比亚迪最令人关注的汽车业务并无惊喜。从部门营收增速来看，比亚迪上半年主要依靠手机和电池业务实现50%增速。手机业务方面，疫情之后，全世界对电子产品的需求明显提升","text":"2021年，新能源汽车行情发生明显的两极分化，最正宗的造车新势力：蔚来、理想和小鹏股价从高点回落40%左右，而国内的新能源汽车概念股则继续突飞猛进，比亚迪年内上涨近50%！暴涨的股价让新能源成为市场YYDS(永远的神)！此情此景下，比亚迪的半年报万众瞩目，当成绩于昨日盘后揭晓之后，微薄的利润让投资者炸了锅。未加速的营收和惨淡的利润比亚迪上半年营收909亿，同比增长50%，初看还不错，但细看二季度营收499亿，同比增长只有22.2%。再来看净利润，上半年为11.7亿，同比下跌29%。由于比亚迪净利润中有大量的政府补贴，因此，扣非后的净利润更能反映真实的经营情况。在扣除9.6亿政府补贴及其他非经营损益后，比亚迪的扣非净利润为3.7亿，下降60%。比亚迪历来净利润都不太稳定，忽上忽下，市场也未指望比亚迪真的能赚多少钱，因此，所有的希望都寄托在营收上，只要成长在，利润不重要。因为比亚迪每月初都会公布上一个月的汽车销量，在7月初的时候，市场已然获悉汽车销量在今年上半年提升了55.5%。这样的成绩相比往年有明显提升，由此市场对比亚迪的业绩有一种期待，希望能爆发。然而，希望是用来破灭的。上半年，比亚迪汽车、汽车相关产品及其他产品业务的收入约392亿元，同比增长22.09%；手机部件、组装及其他产品业务的收入约431亿 元，同比增长84.48%；二次充电电池及光伏业务的收入约83亿元，同比增长72.97%。三大业务占本集团总收入 的比例分别为43.08%、47.46%和9.12%。由此可见，汽车业务营收并不亮眼，更何况上半年汽车行业顺风顺水，根据中国汽车工业协会的数据，今年上半年全国汽车销量为 1289.1万辆，同比增长25.6%。比亚迪最令人关注的汽车业务并无惊喜。从部门营收增速来看，比亚迪上半年主要依靠手机和电池业务实现50%增速。手机业务方面，疫情之后，全世界对电子产品的需求明显提升","images":[{"img":"https://static.tigerbbs.com/68047095cba1fdabf221eced8733196f","width":"688","height":"370"},{"img":"https://static.tigerbbs.com/2a9986c6cd16417128b7667a96b9a8d5","width":"688","height":"255"},{"img":"https://static.tigerbbs.com/672e0ce03d3b94c1e9ec84a80d36f17f","width":"688","height":"399"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813191159","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":816549526,"gmtCreate":1630509270065,"gmtModify":1632475420368,"author":{"id":"3582188444463512","authorId":"3582188444463512","name":"Pagyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582188444463512","idStr":"3582188444463512"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816549526","repostId":"2164818033","repostType":4,"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816541965,"gmtCreate":1630509330557,"gmtModify":1632475414376,"author":{"id":"3582188444463512","authorId":"3582188444463512","name":"Pagyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582188444463512","idStr":"3582188444463512"},"themes":[],"htmlText":"Well","listText":"Well","text":"Well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816541965","repostId":"2164180358","repostType":4,"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":822599108,"gmtCreate":1634139077561,"gmtModify":1634139077561,"author":{"id":"3582188444463512","authorId":"3582188444463512","name":"Pagyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582188444463512","idStr":"3582188444463512"},"themes":[],"title":"炒股时间又来了","htmlText":"Tenaga,bursa,airaisa,ays,brahims,genting炒股时间又来了和病毒共存什么股会起呢","listText":"Tenaga,bursa,airaisa,ays,brahims,genting炒股时间又来了和病毒共存什么股会起呢","text":"Tenaga,bursa,airaisa,ays,brahims,genting炒股时间又来了和病毒共存什么股会起呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822599108","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818454462,"gmtCreate":1630434585156,"gmtModify":1633678110250,"author":{"id":"3582188444463512","authorId":"3582188444463512","name":"Pagyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582188444463512","idStr":"3582188444463512"},"themes":[],"htmlText":"Sept new life trading start","listText":"Sept new life trading start","text":"Sept new life trading start","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818454462","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818256265,"gmtCreate":1630416418057,"gmtModify":1633678239264,"author":{"id":"3582188444463512","authorId":"3582188444463512","name":"Pagyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582188444463512","idStr":"3582188444463512"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818256265","repostId":"813191159","repostType":1,"repost":{"id":813191159,"gmtCreate":1630144605671,"gmtModify":1704956525777,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"比亚迪半年报：股价很丰满，利润很骨感！","htmlText":"2021年，新能源汽车行情发生明显的两极分化，最正宗的造车新势力：蔚来、理想和小鹏股价从高点回落40%左右，而国内的新能源汽车概念股则继续突飞猛进，比亚迪年内上涨近50%！暴涨的股价让新能源成为市场YYDS(永远的神)！此情此景下，比亚迪的半年报万众瞩目，当成绩于昨日盘后揭晓之后，微薄的利润让投资者炸了锅。未加速的营收和惨淡的利润比亚迪上半年营收909亿，同比增长50%，初看还不错，但细看二季度营收499亿，同比增长只有22.2%。再来看净利润，上半年为11.7亿，同比下跌29%。由于比亚迪净利润中有大量的政府补贴，因此，扣非后的净利润更能反映真实的经营情况。在扣除9.6亿政府补贴及其他非经营损益后，比亚迪的扣非净利润为3.7亿，下降60%。比亚迪历来净利润都不太稳定，忽上忽下，市场也未指望比亚迪真的能赚多少钱，因此，所有的希望都寄托在营收上，只要成长在，利润不重要。因为比亚迪每月初都会公布上一个月的汽车销量，在7月初的时候，市场已然获悉汽车销量在今年上半年提升了55.5%。这样的成绩相比往年有明显提升，由此市场对比亚迪的业绩有一种期待，希望能爆发。然而，希望是用来破灭的。上半年，比亚迪汽车、汽车相关产品及其他产品业务的收入约392亿元，同比增长22.09%；手机部件、组装及其他产品业务的收入约431亿 元，同比增长84.48%；二次充电电池及光伏业务的收入约83亿元，同比增长72.97%。三大业务占本集团总收入 的比例分别为43.08%、47.46%和9.12%。由此可见，汽车业务营收并不亮眼，更何况上半年汽车行业顺风顺水，根据中国汽车工业协会的数据，今年上半年全国汽车销量为 1289.1万辆，同比增长25.6%。比亚迪最令人关注的汽车业务并无惊喜。从部门营收增速来看，比亚迪上半年主要依靠手机和电池业务实现50%增速。手机业务方面，疫情之后，全世界对电子产品的需求明显提升","listText":"2021年，新能源汽车行情发生明显的两极分化，最正宗的造车新势力：蔚来、理想和小鹏股价从高点回落40%左右，而国内的新能源汽车概念股则继续突飞猛进，比亚迪年内上涨近50%！暴涨的股价让新能源成为市场YYDS(永远的神)！此情此景下，比亚迪的半年报万众瞩目，当成绩于昨日盘后揭晓之后，微薄的利润让投资者炸了锅。未加速的营收和惨淡的利润比亚迪上半年营收909亿，同比增长50%，初看还不错，但细看二季度营收499亿，同比增长只有22.2%。再来看净利润，上半年为11.7亿，同比下跌29%。由于比亚迪净利润中有大量的政府补贴，因此，扣非后的净利润更能反映真实的经营情况。在扣除9.6亿政府补贴及其他非经营损益后，比亚迪的扣非净利润为3.7亿，下降60%。比亚迪历来净利润都不太稳定，忽上忽下，市场也未指望比亚迪真的能赚多少钱，因此，所有的希望都寄托在营收上，只要成长在，利润不重要。因为比亚迪每月初都会公布上一个月的汽车销量，在7月初的时候，市场已然获悉汽车销量在今年上半年提升了55.5%。这样的成绩相比往年有明显提升，由此市场对比亚迪的业绩有一种期待，希望能爆发。然而，希望是用来破灭的。上半年，比亚迪汽车、汽车相关产品及其他产品业务的收入约392亿元，同比增长22.09%；手机部件、组装及其他产品业务的收入约431亿 元，同比增长84.48%；二次充电电池及光伏业务的收入约83亿元，同比增长72.97%。三大业务占本集团总收入 的比例分别为43.08%、47.46%和9.12%。由此可见，汽车业务营收并不亮眼，更何况上半年汽车行业顺风顺水，根据中国汽车工业协会的数据，今年上半年全国汽车销量为 1289.1万辆，同比增长25.6%。比亚迪最令人关注的汽车业务并无惊喜。从部门营收增速来看，比亚迪上半年主要依靠手机和电池业务实现50%增速。手机业务方面，疫情之后，全世界对电子产品的需求明显提升","text":"2021年，新能源汽车行情发生明显的两极分化，最正宗的造车新势力：蔚来、理想和小鹏股价从高点回落40%左右，而国内的新能源汽车概念股则继续突飞猛进，比亚迪年内上涨近50%！暴涨的股价让新能源成为市场YYDS(永远的神)！此情此景下，比亚迪的半年报万众瞩目，当成绩于昨日盘后揭晓之后，微薄的利润让投资者炸了锅。未加速的营收和惨淡的利润比亚迪上半年营收909亿，同比增长50%，初看还不错，但细看二季度营收499亿，同比增长只有22.2%。再来看净利润，上半年为11.7亿，同比下跌29%。由于比亚迪净利润中有大量的政府补贴，因此，扣非后的净利润更能反映真实的经营情况。在扣除9.6亿政府补贴及其他非经营损益后，比亚迪的扣非净利润为3.7亿，下降60%。比亚迪历来净利润都不太稳定，忽上忽下，市场也未指望比亚迪真的能赚多少钱，因此，所有的希望都寄托在营收上，只要成长在，利润不重要。因为比亚迪每月初都会公布上一个月的汽车销量，在7月初的时候，市场已然获悉汽车销量在今年上半年提升了55.5%。这样的成绩相比往年有明显提升，由此市场对比亚迪的业绩有一种期待，希望能爆发。然而，希望是用来破灭的。上半年，比亚迪汽车、汽车相关产品及其他产品业务的收入约392亿元，同比增长22.09%；手机部件、组装及其他产品业务的收入约431亿 元，同比增长84.48%；二次充电电池及光伏业务的收入约83亿元，同比增长72.97%。三大业务占本集团总收入 的比例分别为43.08%、47.46%和9.12%。由此可见，汽车业务营收并不亮眼，更何况上半年汽车行业顺风顺水，根据中国汽车工业协会的数据，今年上半年全国汽车销量为 1289.1万辆，同比增长25.6%。比亚迪最令人关注的汽车业务并无惊喜。从部门营收增速来看，比亚迪上半年主要依靠手机和电池业务实现50%增速。手机业务方面，疫情之后，全世界对电子产品的需求明显提升","images":[{"img":"https://static.tigerbbs.com/68047095cba1fdabf221eced8733196f","width":"688","height":"370"},{"img":"https://static.tigerbbs.com/2a9986c6cd16417128b7667a96b9a8d5","width":"688","height":"255"},{"img":"https://static.tigerbbs.com/672e0ce03d3b94c1e9ec84a80d36f17f","width":"688","height":"399"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813191159","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}