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奈雪的茶招股价17.20-19.80港元，引入5名基石投资者
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href=\"http://finance.sina.com.cn/stock/hkstock/ggipo/2021-06-17/doc-ikqciyzk0176051.shtml\">Web 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22:26","market":"hk","language":"zh","title":"中旅集团、中国中免向港交所提交上市申请书","url":"https://stock-news.laohu8.com/highlight/detail?id=1133892127","media":"老虎资讯综合","summary":"据港交所文件：中旅集团、中国中免向港交所提交上市申请书。\n中国中免正与中金合作，消息人士指公司有望成香港今年最大新股，并料IPO规模有望达93亿美元(约725亿港元)。","content":"<p>据港交所文件：中旅集团、<a href=\"https://laohu8.com/S/601888\">中国中免</a>向港交所提交上市申请书。</p>\n<p>中国中免正与中金合作，消息人士指公司有望成香港今年最大新股，并料IPO规模有望达93亿美元(约725亿港元)。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中旅集团、中国中免向港交所提交上市申请书</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中旅集团、中国中免向港交所提交上市申请书\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\">2021-06-25 22:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据港交所文件：中旅集团、<a href=\"https://laohu8.com/S/601888\">中国中免</a>向港交所提交上市申请书。</p>\n<p>中国中免正与中金合作，消息人士指公司有望成香港今年最大新股，并料IPO规模有望达93亿美元(约725亿港元)。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/186ff42cf72b907a21ea58520e2c0f78","relate_stocks":{"601888":"中国中免","01880":"中国中免"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133892127","content_text":"据港交所文件：中旅集团、中国中免向港交所提交上市申请书。\n中国中免正与中金合作，消息人士指公司有望成香港今年最大新股，并料IPO规模有望达93亿美元(约725亿港元)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166746378,"gmtCreate":1624026300194,"gmtModify":1634023900081,"author":{"id":"3582459886302363","authorId":"3582459886302363","name":"lengleng","avatar":"https://static.tigerbbs.com/992abc3245799677f2dabdd1c5f62b45","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582459886302363","authorIdStr":"3582459886302363"},"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/166746378","repostId":"1170978194","repostType":4,"repost":{"id":"1170978194","pubTimestamp":1624025766,"share":"https://www.laohu8.com/m/news/1170978194?lang=&edition=full","pubTime":"2021-06-18 22:16","market":"sh","language":"zh","title":"从券商报告看下半年赚钱机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1170978194","media":"金融1号院","summary":"随着2021年上半年行情接近尾声，包括中金公司、中信证券、广发证券、平安证券等在内的26家券商近期陆续发布2021年下半年A股策略报告。在经济延续修复态势的情形下，下半年有哪些优质赛道值得布局？\n《证","content":"<p>随着2021年上半年行情接近尾声，包括<a href=\"https://laohu8.com/S/601995\">中金公司</a>、<a href=\"https://laohu8.com/S/600030\">中信证券</a>、<a href=\"https://laohu8.com/S/000776\">广发证券</a>、平安证券等在内的26家券商近期陆续发布2021年下半年A股策略报告。在经济延续修复态势的情形下，下半年有哪些优质赛道值得布局？</p>\n<p>《证券日报》记者根据26家券商发布的2021年下半年A股策略报告统计发现，成长品种被机构普遍看好，下半年市场风格将重回成长，市场可能会更加关注企业盈利能力的持续性。<b>其中，科技、消费、新能源、碳中和等四大优质赛道有望成为今年下半年布局重点领域。</b></p>\n<p><b>首先，消费类品种。</b>据统计，包括<a href=\"https://laohu8.com/S/601377\">兴业证券</a>、<a href=\"https://laohu8.com/S/06066\">中信建投证券</a>、<a href=\"https://laohu8.com/S/600958\">东方证券</a>等在内的16家券商纷纷看好消费类品种的下半年投资机会。</p>\n<p><b><a href=\"https://laohu8.com/S/601066\">中信建投</a>证券认为</b>，2021年下半年A股市场不存在系统性机会，赛道选择和预期收益判断的重要性愈发凸显，成长股将表现占优。我们认为医药生物、新能源汽车和新能源行业具备长期景气度上行空间，同时看好消费行业的盈利稳定性和长期性。</p>\n<p><b><a href=\"https://laohu8.com/S/06030\">中信证券</a>认为</b>，A股下半年盈利有韧性但结构分化明显，周期弱化，成长占优。配置方面，建议淡化周期思维，重视估值弹性，三季度可以聚焦高成长品种，四季度增配大消费板块。</p>\n<p><b><a href=\"https://laohu8.com/S/03908\">中金公司</a>则表示</b>，今年下半年对中国市场观点整体中性、结构乐观，建议“轻指数、重结构、偏成长”，在上半年的盘整后重新重视产业升级与消费升级等“新经济”大趋势。</p>\n<p>同时，持有类似观点的<b>粤资基金投研部研究员任涛对《证券日报》记者表示</b>，生物医疗叠加养老，近期关于医保、医疗改革的政策频出。随着国内老龄化加速，医药医疗消费具有刚需性质，人们对优质医疗资源的追求持续增加，下半年看好“创新”和“消费升级”两条主线。</p>\n<p><b>其次，科技类品种。</b>统计显示，包括兴业证券、<a href=\"https://laohu8.com/S/000686\">东北证券</a>等在内的13家券商集体看好科技类成长品种的下半年配置机会。</p>\n<p><b>兴业证券2021年下半年A股策略报告显示</b>，下半年我们主要看好政策与业绩双催化的大<a href=\"https://laohu8.com/S/C76.SI\">创新科技</a>成长方向，主要聚焦在以万物智联的AIoT、医药、新能源链条、高端制造设备等。具体来看四大细分链条：一是AIoT，万物互联，以鸿蒙为代表的中国国产操作系统与<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>终端手机、汽车等相互链接，孕育的机会值得重点关注，如：计算机、通信、电子等；二是医药，创新、景气、科技与消费属性兼具，重点关注医疗器械、医疗服务等方向；三是新能源链条与智能驾驶，媲美消费电子10年黄金成长周期，在“碳中和、碳达峰”背景下，“政策+需求+技术变革”三轮驱动，重点关注：新能源材料、锂电设备、汽车、智能驾驶等细分领域；四是高端制造设备，主要围绕中国制造走向高端化、国产化，顺应行业需求和景气发展，可重点关注半导体链条、军工等方向。</p>\n<p><b><a href=\"https://laohu8.com/S/600109\">国金证券</a>2021年下半年A股市场策略报告显示</b>，攻守并重，科技接力：核心资产瓦解—周期淡去—科技或将接力，受益于资本开支扩张的“半导体设备、锂电设备、自动化设备”等，估值性价比日益显现的半导体等科技板块。</p>\n<p>除券商机构看好科技股之外，私募基金也看好科技板块的投资机会。<b>其中，接受《证券日报》记者采访的私募排排网研究主管刘有华表示</b>，对于今年下半年，市场全面性的机会可能性不大，明显的结构性机会依然存在。从市场的风格来看，近期科创板放量大涨，可能是一种迹象，值得注意。已经调整一年多的科创板以及科技股，基本面改善明显，政策面的加持是亮点，值得重视。</p>\n<p><b>任涛进一步表示</b>，目前6月份、7月份处于中报披露期间，预计中报业绩确定性强、增速较高的行业和相关公司短期更受资金青睐。中期来看，依然紧贴有政策催化，科技自主可控的成长主线，下半年围绕经济结构调整、产业升级的脉络，布局高成长性的优势和科技板块。</p>\n<p><b>其三，新能源类品种。</b>统计显示，包括东北证券、川财证券等在内的8家券商普遍看好新能源类品种的下半年投资机会。</p>\n<p><b>川财证券下半年板块轮动将更加频繁，结构性分化延续</b>。在“碳中和”背景下，新能源行业预计出现分化，重点会更加关注技术路径和成本优势两端。6月底全国碳排放权交易市场即将上线交易，推动企业能源低碳转型，届时新能源行业将受益。光伏方面，我们认为，政策支持、新能源经济性的凸显以及对稳定电力供应的需求将推动2021年光伏装机需求大幅增长。</p>\n<p><b>东北证券认为下半年市场主线</b>：当前处于盈利筑顶期，市场整体估值难提升，低估值和高景气行业占优，科技制造中的新能源估值较低且景气度较高，“碳中和”框架下的新能源值得关注。</p>\n<p><b>最后，“碳中和”类品种。</b>统计显示，包括兴业证券、信达证券等在内的8家券商也纷纷看好“碳中和”类品种的下半年投资机会。</p>\n<p><b>信达证券在2021年中期策略报告指出</b>，发力“碳中和”，奔向智能化。在“碳中和”的观点上，信达证券认为，碳中和发展对于光伏、锂电、氢能源、核电等板块有明显提振作用，这些都属于“碳中和”的一些细分领域。</p>\n<p><b><a href=\"https://laohu8.com/S/601696\">中银证券</a>下半年建议重点关注“碳中和”主题投资机会</b>：1.高碳排行业去产能过程中龙头企业提升竞争优势；2.清洁能源对于传统能源替代过程的全产业链机会；3.节能节材降耗所衍生的对循环经济、固废处理、新材料、碳捕捉、碳回收等领域的需求；3.环保优势企业的碳权增值。</p>","source":"lsy1580453774300","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>从券商报告看下半年赚钱机会</title>\n<style 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}\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从券商报告看下半年赚钱机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 22:16 北京时间 <a href=https://mp.weixin.qq.com/s/cBc1pMAAx-_R9aC3-3awdg><strong>金融1号院</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着2021年上半年行情接近尾声，包括中金公司、中信证券、广发证券、平安证券等在内的26家券商近期陆续发布2021年下半年A股策略报告。在经济延续修复态势的情形下，下半年有哪些优质赛道值得布局？\n《证券日报》记者根据26家券商发布的2021年下半年A股策略报告统计发现，成长品种被机构普遍看好，下半年市场风格将重回成长，市场可能会更加关注企业盈利能力的持续性。其中，科技、消费、新能源、碳中和等四大...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/cBc1pMAAx-_R9aC3-3awdg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/cBc1pMAAx-_R9aC3-3awdg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170978194","content_text":"随着2021年上半年行情接近尾声，包括中金公司、中信证券、广发证券、平安证券等在内的26家券商近期陆续发布2021年下半年A股策略报告。在经济延续修复态势的情形下，下半年有哪些优质赛道值得布局？\n《证券日报》记者根据26家券商发布的2021年下半年A股策略报告统计发现，成长品种被机构普遍看好，下半年市场风格将重回成长，市场可能会更加关注企业盈利能力的持续性。其中，科技、消费、新能源、碳中和等四大优质赛道有望成为今年下半年布局重点领域。\n首先，消费类品种。据统计，包括兴业证券、中信建投证券、东方证券等在内的16家券商纷纷看好消费类品种的下半年投资机会。\n中信建投证券认为，2021年下半年A股市场不存在系统性机会，赛道选择和预期收益判断的重要性愈发凸显，成长股将表现占优。我们认为医药生物、新能源汽车和新能源行业具备长期景气度上行空间，同时看好消费行业的盈利稳定性和长期性。\n中信证券认为，A股下半年盈利有韧性但结构分化明显，周期弱化，成长占优。配置方面，建议淡化周期思维，重视估值弹性，三季度可以聚焦高成长品种，四季度增配大消费板块。\n中金公司则表示，今年下半年对中国市场观点整体中性、结构乐观，建议“轻指数、重结构、偏成长”，在上半年的盘整后重新重视产业升级与消费升级等“新经济”大趋势。\n同时，持有类似观点的粤资基金投研部研究员任涛对《证券日报》记者表示，生物医疗叠加养老，近期关于医保、医疗改革的政策频出。随着国内老龄化加速，医药医疗消费具有刚需性质，人们对优质医疗资源的追求持续增加，下半年看好“创新”和“消费升级”两条主线。\n其次，科技类品种。统计显示，包括兴业证券、东北证券等在内的13家券商集体看好科技类成长品种的下半年配置机会。\n兴业证券2021年下半年A股策略报告显示，下半年我们主要看好政策与业绩双催化的大创新科技成长方向，主要聚焦在以万物智联的AIoT、医药、新能源链条、高端制造设备等。具体来看四大细分链条：一是AIoT，万物互联，以鸿蒙为代表的中国国产操作系统与智能终端手机、汽车等相互链接，孕育的机会值得重点关注，如：计算机、通信、电子等；二是医药，创新、景气、科技与消费属性兼具，重点关注医疗器械、医疗服务等方向；三是新能源链条与智能驾驶，媲美消费电子10年黄金成长周期，在“碳中和、碳达峰”背景下，“政策+需求+技术变革”三轮驱动，重点关注：新能源材料、锂电设备、汽车、智能驾驶等细分领域；四是高端制造设备，主要围绕中国制造走向高端化、国产化，顺应行业需求和景气发展，可重点关注半导体链条、军工等方向。\n国金证券2021年下半年A股市场策略报告显示，攻守并重，科技接力：核心资产瓦解—周期淡去—科技或将接力，受益于资本开支扩张的“半导体设备、锂电设备、自动化设备”等，估值性价比日益显现的半导体等科技板块。\n除券商机构看好科技股之外，私募基金也看好科技板块的投资机会。其中，接受《证券日报》记者采访的私募排排网研究主管刘有华表示，对于今年下半年，市场全面性的机会可能性不大，明显的结构性机会依然存在。从市场的风格来看，近期科创板放量大涨，可能是一种迹象，值得注意。已经调整一年多的科创板以及科技股，基本面改善明显，政策面的加持是亮点，值得重视。\n任涛进一步表示，目前6月份、7月份处于中报披露期间，预计中报业绩确定性强、增速较高的行业和相关公司短期更受资金青睐。中期来看，依然紧贴有政策催化，科技自主可控的成长主线，下半年围绕经济结构调整、产业升级的脉络，布局高成长性的优势和科技板块。\n其三，新能源类品种。统计显示，包括东北证券、川财证券等在内的8家券商普遍看好新能源类品种的下半年投资机会。\n川财证券下半年板块轮动将更加频繁，结构性分化延续。在“碳中和”背景下，新能源行业预计出现分化，重点会更加关注技术路径和成本优势两端。6月底全国碳排放权交易市场即将上线交易，推动企业能源低碳转型，届时新能源行业将受益。光伏方面，我们认为，政策支持、新能源经济性的凸显以及对稳定电力供应的需求将推动2021年光伏装机需求大幅增长。\n东北证券认为下半年市场主线：当前处于盈利筑顶期，市场整体估值难提升，低估值和高景气行业占优，科技制造中的新能源估值较低且景气度较高，“碳中和”框架下的新能源值得关注。\n最后，“碳中和”类品种。统计显示，包括兴业证券、信达证券等在内的8家券商也纷纷看好“碳中和”类品种的下半年投资机会。\n信达证券在2021年中期策略报告指出，发力“碳中和”，奔向智能化。在“碳中和”的观点上，信达证券认为，碳中和发展对于光伏、锂电、氢能源、核电等板块有明显提振作用，这些都属于“碳中和”的一些细分领域。\n中银证券下半年建议重点关注“碳中和”主题投资机会：1.高碳排行业去产能过程中龙头企业提升竞争优势；2.清洁能源对于传统能源替代过程的全产业链机会；3.节能节材降耗所衍生的对循环经济、固废处理、新材料、碳捕捉、碳回收等领域的需求；3.环保优势企业的碳权增值。","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
