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xxmm332244

xxmm332244

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2021-09-02

我信

全面加仓！超级大咖扫货港股，阵营出现“新面孔”

2021-08-26

@小米买个寂寞[捂脸] [捂脸] [捂脸]

开盘：恒指低开0.08%，小米集团绩后涨超2%

2021-08-26

为什么不起飞[捂脸] [捂脸] [捂脸]

小米斥资7737万美元收购自动驾驶技术公司深动科技

2021-08-25

为啥不起飞？

小米二季度营收877.9亿元，手机出货量创新高

2021-08-24

赶紧起飞[真香] [真香] [真香]

抱歉，原内容已删除

2021-08-24

[鼓掌] [鼓掌] [鼓掌]

抱歉，原内容已删除

2021-08-24

[得意] [得意] [得意]

抱歉，原内容已删除

2021-08-23

[流泪] [流泪] [流泪]

【异动】签署疫苗协议，BioNTech SE盘前涨超6%

2021-08-23

[鼓掌] [鼓掌] [鼓掌]

抱歉，原内容已删除

2021-08-20

[开心] [开心] [开心]

抱歉，原内容已删除

2021-08-19

[冷漠] [冷漠] [冷漠]

抱歉，原内容已删除

2021-08-18

[看涨] [看涨] [看涨]

中概新能源车股强势反弹，小牛电动涨超8%

2021-08-17

[笑哭] [笑哭] [笑哭] 别放弃

遇见海豚，比亚迪带来新浪漫

2021-08-17

他来了[捂脸] [捂脸] [捂脸]

抱歉，原内容已删除

2021-08-16

[财迷] [财迷] [财迷]

中信证券：给予比亚迪股份目标价447港元继续重点推荐

2021-08-15

[财迷] [财迷] [财迷]

华西证券维持比亚迪增持评级：海豚系列首发上市，燃油平价大有可为

2021-08-15

[微笑] [微笑]

抱歉，原内容已删除

2021-08-15

有什么用呢

传小红书开始新一轮融资，估值超100亿美元

2021-08-14

小米…

中国公司全球化周报｜小米首次位列东南亚市场智能手机出货量第一

2021-08-13

[眼眼]

抱歉，原内容已删除

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href=\"https://laohu8.com/S/06078\">海吉亚医疗</a>，持股市值占基金净值比例为2.39%。易方达蓝筹精选是张坤在管基金中规模最大的，截至6月末的规模为989.89亿元，持仓个股92只。对比此前的定期报告，该基金上半年末对海吉亚医疗和<a href=\"https://laohu8.com/S/06618\">京东健康</a>的持股数量较2020年末有所增加。值得一提的是，海吉亚医疗同样也是傅鹏博的隐形重仓股，二季度股价上涨了80.94%。</p>\n<p>易方达基金旗下另外一位基金经理冯波管理的基金半年报显示，港股持仓比重大幅增加，增持了<a href=\"https://laohu8.com/S/02020\">安踏体育</a>、<a href=\"https://laohu8.com/S/02331\">李宁</a>、<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>等。</p>\n<p>截至二季度末，秦毅管理的泓德睿泽共计持有114只股票，持有<a href=\"https://laohu8.com/S/02269\">药明生物</a>的市值占基金净值比例超过3%，位列第14大重仓股。与去年年底相比，秦毅还进一步加仓了<a href=\"https://laohu8.com/S/00291\">华润啤酒</a>、<a href=\"https://laohu8.com/S/00268\">金蝶国际</a>，新进港股医药股<a href=\"https://laohu8.com/S/01801\">信达生物</a>452万股。</p>\n<p><b>公募积极布局港股基金</b></p>\n<p>尽管港股短期面临诸多不确定性，公募布局港股基金的热情依然高涨，多只主投港股市场的基金相继发行。</p>\n<p>数据显示，截至9月1日，下半年以来已有16只主投港股的相关基金进入发行，其中，指数基金有9只，包括天弘恒生沪深港创新药精选50ETF等；主动权益基金合计7只，如广发恒生科技等。按照公告披露的发行计划，接下来还有华夏恒生中国内地企业高股息率ETF等多只基金陆续发行。</p>\n<p>与此同时，嘉实、光证资管等基金管理人拿出真金白银自购旗下港股基金。例如，嘉实港股互联网产业核心资产在发行期间，嘉实基金认购3000万元，公司高管、投研部门负责人、基金经理均参与认购。另外，光证资管出资1000万元申购旗下产品光大阳光香港精选。此外，对于几只港股主题发起式基金，相关公司运用自有资金认购1000万元。</p>\n<p>多位公募人士认为，港股整体应该处于偏底部区域，长期看有一定的配置价值。嘉实基金认为， 近一年恒生指数走势如过山车，指数本身的投资逻辑并没有改变，指数基本面仍然向好。从估值层面来看，经历过这波较大的回调，恒生科技指数的市盈率市销率都有所下降，市销率已达到指数上市以来新低，估值压力有所缓解。</p>\n<p>诺德基金研究员张昳泓表示，港股从2月份以来走势一直较为低迷，从恒生指数来看市净率接近破净状态。过去20年，恒指破净只出现过4次，分别是2015年股灾、2016年A股熔断、2019年、2020年新冠疫情，破净后一般持续时间都未超过半年。预计下半年港股可能有结构性行情，建议重点关注半年报超预期的板块及个股。</p>","source":"cszg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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全面加仓！超级大咖扫货港股，阵营出现“新面孔”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 10:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://global.eastmoney.com/a/202109022076863011_0.html><strong>证券时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前披露完毕的公募基金半年报显示，多位知名基金经理管理的投资组合逆市增持港股。多家公募近期也纷纷出手布局主投港股的基金，还通过自购旗下港股基金增强市场信心。\n基金投资人士预计，港股市场或会出现结构性行情，建议重点关注半年报超预期的板块及个股。\n多位知名基金经理\n加仓港股\n公募基金半年报披露的“隐形重仓股”显示，多位明星基金经理逢低加仓了港股，不少基金经理增持力度较大，港股持仓比重大幅提升。\n截至二...</p>\n\n<a href=\"http://global.eastmoney.com/a/202109022076863011_0.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0a831bcebda158ecca4acb0e3ba2927d","relate_stocks":{"06078":"海吉亚医疗"},"source_url":"http://global.eastmoney.com/a/202109022076863011_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164811943","content_text":"日前披露完毕的公募基金半年报显示，多位知名基金经理管理的投资组合逆市增持港股。多家公募近期也纷纷出手布局主投港股的基金，还通过自购旗下港股基金增强市场信心。\n基金投资人士预计，港股市场或会出现结构性行情，建议重点关注半年报超预期的板块及个股。\n多位知名基金经理\n加仓港股\n公募基金半年报披露的“隐形重仓股”显示，多位明星基金经理逢低加仓了港股，不少基金经理增持力度较大，港股持仓比重大幅提升。\n截至二季度末，赵枫管理的睿远均衡价值共计持有106只股票，隐形重仓股中包括部分港股标的。其中，位列第13大重仓股的思摩尔国际的持股市值占基金净值比例超过3%，达到3.11%；腾讯控股、敏华控股分列睿远均衡价值的第16、17大重仓股，持股数较去年末均有所上升，持股市值占基金资产净值比例分别为2.21%、1.95%。\n在张坤管理的易方达优质企业基金的持仓中，占净比超过1%的阵营出现“新面孔”——海吉亚医疗，持股市值占基金净值比例为2.39%。易方达蓝筹精选是张坤在管基金中规模最大的，截至6月末的规模为989.89亿元，持仓个股92只。对比此前的定期报告，该基金上半年末对海吉亚医疗和京东健康的持股数量较2020年末有所增加。值得一提的是，海吉亚医疗同样也是傅鹏博的隐形重仓股，二季度股价上涨了80.94%。\n易方达基金旗下另外一位基金经理冯波管理的基金半年报显示，港股持仓比重大幅增加，增持了安踏体育、李宁、中芯国际等。\n截至二季度末，秦毅管理的泓德睿泽共计持有114只股票，持有药明生物的市值占基金净值比例超过3%，位列第14大重仓股。与去年年底相比，秦毅还进一步加仓了华润啤酒、金蝶国际，新进港股医药股信达生物452万股。\n公募积极布局港股基金\n尽管港股短期面临诸多不确定性，公募布局港股基金的热情依然高涨，多只主投港股市场的基金相继发行。\n数据显示，截至9月1日，下半年以来已有16只主投港股的相关基金进入发行，其中，指数基金有9只，包括天弘恒生沪深港创新药精选50ETF等；主动权益基金合计7只，如广发恒生科技等。按照公告披露的发行计划，接下来还有华夏恒生中国内地企业高股息率ETF等多只基金陆续发行。\n与此同时，嘉实、光证资管等基金管理人拿出真金白银自购旗下港股基金。例如，嘉实港股互联网产业核心资产在发行期间，嘉实基金认购3000万元，公司高管、投研部门负责人、基金经理均参与认购。另外，光证资管出资1000万元申购旗下产品光大阳光香港精选。此外，对于几只港股主题发起式基金，相关公司运用自有资金认购1000万元。\n多位公募人士认为，港股整体应该处于偏底部区域，长期看有一定的配置价值。嘉实基金认为， 近一年恒生指数走势如过山车，指数本身的投资逻辑并没有改变，指数基本面仍然向好。从估值层面来看，经历过这波较大的回调，恒生科技指数的市盈率市销率都有所下降，市销率已达到指数上市以来新低，估值压力有所缓解。\n诺德基金研究员张昳泓表示，港股从2月份以来走势一直较为低迷，从恒生指数来看市净率接近破净状态。过去20年，恒指破净只出现过4次，分别是2015年股灾、2016年A股熔断、2019年、2020年新冠疫情，破净后一般持续时间都未超过半年。预计下半年港股可能有结构性行情，建议重点关注半年报超预期的板块及个股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810306433,"gmtCreate":1629942455422,"gmtModify":1633681282436,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"@小米 买个寂寞[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","listText":"@小米 买个寂寞[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","text":"@小米 买个寂寞[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/810306433","repostId":"1163302425","repostType":4,"repost":{"id":"1163302425","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":1629940944,"share":"https://www.laohu8.com/m/news/1163302425?lang=&edition=full","pubTime":"2021-08-26 09:22","market":"sh","language":"zh","title":"开盘：恒指低开0.08%，小米集团绩后涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163302425","media":"老虎资讯综合","summary":"8月26日讯，港股三大指数开盘涨跌不一，恒指跌0.08%报25673点，国指涨0.08%报9082点，恒生科技指数涨0.51%报6492点。盘面上，钢铁股、港口航运股表现强势，中国外运绩后涨4.4%，","content":"<p>8月26日讯，港股三大指数开盘涨跌不一，恒指跌0.08%报25673点，国指涨0.08%报9082点，恒生科技指数涨0.51%报6492点。<img src=\"https://static.tigerbbs.com/bb670fc62d56adede9ecb466ee912b22\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">盘面上，钢铁股、港口航运股表现强势，<a href=\"https://laohu8.com/S/601598\">中国外运</a>绩后涨4.4%，<a href=\"https://laohu8.com/S/00323\">马鞍山钢铁股份</a>大涨超7%；药品股、乳业股、风电股、物管股普遍上涨，<a href=\"https://laohu8.com/S/SSRX\">三生制药</a>、<a href=\"https://laohu8.com/S/02319\">蒙牛乳业</a>均高开逾3%；大型科网股多数高开，小米涨2.56%，二季度净利增逾八成。<a href=\"https://laohu8.com/S/09618\">京东</a>涨1.36%，<a href=\"https://laohu8.com/S/09888\">百度</a>涨1%，快手低开1.42%；恒大概念股继续下跌，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>跌逾3%，预计上半年净利润最多降39%。教育股、啤酒股、餐饮股普跌。<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>高开5%，上半年收入增长80.2%至21.26亿元。</p>\n<p><a href=\"https://laohu8.com/S/09633\">农夫山泉</a>高开5.6%，上半年业绩全面超出预期，净利润同比增加40%。</p>\n<p>快手低开1.42%，第二季度亏损扩大，日活增长放缓。</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>开盘：恒指低开0.08%，小米集团绩后涨超2%</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; 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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开盘：恒指低开0.08%，小米集团绩后涨超2%\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\">2021-08-26 09:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月26日讯，港股三大指数开盘涨跌不一，恒指跌0.08%报25673点，国指涨0.08%报9082点，恒生科技指数涨0.51%报6492点。<img src=\"https://static.tigerbbs.com/bb670fc62d56adede9ecb466ee912b22\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">盘面上，钢铁股、港口航运股表现强势，<a href=\"https://laohu8.com/S/601598\">中国外运</a>绩后涨4.4%，<a href=\"https://laohu8.com/S/00323\">马鞍山钢铁股份</a>大涨超7%；药品股、乳业股、风电股、物管股普遍上涨，<a href=\"https://laohu8.com/S/SSRX\">三生制药</a>、<a href=\"https://laohu8.com/S/02319\">蒙牛乳业</a>均高开逾3%；大型科网股多数高开，小米涨2.56%，二季度净利增逾八成。<a href=\"https://laohu8.com/S/09618\">京东</a>涨1.36%，<a href=\"https://laohu8.com/S/09888\">百度</a>涨1%，快手低开1.42%；恒大概念股继续下跌，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>跌逾3%，预计上半年净利润最多降39%。教育股、啤酒股、餐饮股普跌。<a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>高开5%，上半年收入增长80.2%至21.26亿元。</p>\n<p><a href=\"https://laohu8.com/S/09633\">农夫山泉</a>高开5.6%，上半年业绩全面超出预期，净利润同比增加40%。</p>\n<p>快手低开1.42%，第二季度亏损扩大，日活增长放缓。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9635eb271432f5c92670ddd7726225b","relate_stocks":{"513600":"恒生指数ETF","02833":"恒指ETF","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163302425","content_text":"8月26日讯，港股三大指数开盘涨跌不一，恒指跌0.08%报25673点，国指涨0.08%报9082点，恒生科技指数涨0.51%报6492点。盘面上，钢铁股、港口航运股表现强势，中国外运绩后涨4.4%，马鞍山钢铁股份大涨超7%；药品股、乳业股、风电股、物管股普遍上涨，三生制药、蒙牛乳业均高开逾3%；大型科网股多数高开，小米涨2.56%，二季度净利增逾八成。京东涨1.36%，百度涨1%，快手低开1.42%；恒大概念股继续下跌，中国恒大跌逾3%，预计上半年净利润最多降39%。教育股、啤酒股、餐饮股普跌。奈雪的茶高开5%，上半年收入增长80.2%至21.26亿元。\n农夫山泉高开5.6%，上半年业绩全面超出预期，净利润同比增加40%。\n快手低开1.42%，第二季度亏损扩大，日活增长放缓。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810016103,"gmtCreate":1629934534102,"gmtModify":1633681415841,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"为什么不起飞[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","listText":"为什么不起飞[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","text":"为什么不起飞[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810016103","repostId":"1102292075","repostType":4,"repost":{"id":"1102292075","kind":"news","weMediaInfo":{"introduction":"界面是中国最大的商业新闻和社交平台，只服务于独立思考的人群。","home_visible":1,"media_name":"界面新闻","id":"30","head_image":"https://static.tigerbbs.com/be3a47b8a80a6b0d62c8f48a7534c1af"},"pubTimestamp":1629903289,"share":"https://www.laohu8.com/m/news/1102292075?lang=&edition=full","pubTime":"2021-08-25 22:54","market":"hk","language":"zh","title":"小米斥资7737万美元收购自动驾驶技术公司深动科技","url":"https://stock-news.laohu8.com/highlight/detail?id=1102292075","media":"界面新闻","summary":"8月25日，小米集团宣布以总交易金额约7737万美元收购自动驾驶技术公司深动科技（Deepmotion Tech），其中2440万美元将以现金偿付，其余则发行代价股份支付。\n根据公告，小米集团以149","content":"<div>\n<p>8月25日，小米集团宣布以总交易金额约7737万美元收购自动驾驶技术公司深动科技（Deepmotion Tech），其中2440万美元将以现金偿付，其余则发行代价股份支付。\n根据公告，小米集团以1490万美元现金收购深动科技28.84%优先股股权，再以6247万美元收购深动科技的71.16%普通股股权，并以现金及股份偿付。交易完成后，深动科技将成为小米全资附属公司。\n小米集团对此表示，深动科技拥有...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>小米斥资7737万美元收购自动驾驶技术公司深动科技</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小米斥资7737万美元收购自动驾驶技术公司深动科技\n</h2>\n\n<h4 class=\"meta\">\n\n2021-08-25 22:54 北京时间&nbsp;&nbsp;&nbsp;<strong>界面新闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月25日，小米集团宣布以总交易金额约7737万美元收购自动驾驶技术公司深动科技（Deepmotion Tech），其中2440万美元将以现金偿付，其余则发行代价股份支付。\n根据公告，小米集团以1490万美元现金收购深动科技28.84%优先股股权，再以6247万美元收购深动科技的71.16%普通股股权，并以现金及股份偿付。交易完成后，深动科技将成为小米全资附属公司。\n小米集团对此表示，深动科技拥有...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aac6d3f4204471347ac7956a101f4423","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102292075","content_text":"8月25日，小米集团宣布以总交易金额约7737万美元收购自动驾驶技术公司深动科技（Deepmotion Tech），其中2440万美元将以现金偿付，其余则发行代价股份支付。\n根据公告，小米集团以1490万美元现金收购深动科技28.84%优先股股权，再以6247万美元收购深动科技的71.16%普通股股权，并以现金及股份偿付。交易完成后，深动科技将成为小米全资附属公司。\n小米集团对此表示，深动科技拥有较强的技术储备和研发能力，为高级辅助驾驶系统（ADAS）和自动驾驶应用提供包括感知、定位、规划和控制在内的全套解决方案，能够增强公司在智能电动汽车业务上的核心技术能力。\n这项交易早在7月初就有消息放出，当时小米公关部回复称“不清楚”。据汽车之心当时报道，深动科技将有最多20余人的团队加入小米，帮助小米初步补齐自动驾驶技术各个模块的负责人阵容。\n深动科技创办于2017年7月，是一家汽车自动驾驶解决方案提供商。其4位联合创始人，包括CEO蔡锐、CTO李志伟、首席科学家杨奎元、研发总监张驰均有多年微软亚洲研究院的工作背景，使该公司具有计算机视觉、深度学习等方面的技术基因。\n蔡锐此前接受采访时曾表示，深动科技采用了视觉为主的多传感器融合策略，其高精度定位技术已能达到前后30-40cm、左右10-20cm的定位精度。在技术路线方面，深动科技以高精地图为核心，对感知、定位与构图模块在算法层面进行整合。\n一般认为，L3或者更高等级的自动驾驶，在很长一段时间内离不开高精地图。据蔡锐介绍，高精地图是对物理世界路况的精准还原，可以为车辆加速减速、并道转弯等驾驶决策提供关键道路信息，也能给车辆提供超视距的信息，跟其他传感器形成互补。比如车辆前方500米的弯道传感器很难感知，而高精地图可以预先提供这个信息。\n如深动科技团队成功加入小米汽车，将有助于后者优化视觉识别方案与高精度地图的配置，支持众包采集更新这样的技术路径。\n小米造车业务近日一直在招兵买马，加速组建团队。\n据天眼查APP显示，8月20日，一家名为“北京昌米科技有限公司”的新公司成立，经营范围包含销售（含网上销售）汽车零配件、自行车、摩托车（不含三轮摩托车）等，注册资本100万元人民币。天眼查的股权穿透显示，该公司由小米通讯技术有限公司100%控股。而这家公司的监事就是小米集团联合创始人、高级副总裁兼股东刘德。刘德同时也是河北开云汽车制造有限公司董事，持有该公司0.98838%股份。\n据界面新闻此前报道，加上刘德，小米已有不只一位高层进入开云汽车担任重要高管。另一位小米联合创始人黄江吉，在7月26日成为开云汽车董事。更早之前还有原小米生态链副总裁赵彩霞前往开云汽车担任COO。\n开云汽车旗下的第一款汽车PICKMAN是一辆电动皮卡，于2016年5月上市，主要面向农村和非城市核心区，官方指导价为2.83万元；同年8月，该公司又推出定位为城市智能交通车的VV，瞄准城市短途出行需求， 最多容纳三人乘坐 。\n在近期小米高管陆续“扎堆”入职开云汽车后，开云汽车宣布，将用 “小米”模式做智能商用车，在硬件基本功能向传统品牌看齐的基础上，叠加IoT等功能，降维取代两、三轮车低级工具。","news_type":1},"isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837651661,"gmtCreate":1629886140453,"gmtModify":1633681720268,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"为啥不起飞？","listText":"为啥不起飞？","text":"为啥不起飞？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837651661","repostId":"1105909453","repostType":4,"repost":{"id":"1105909453","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":1629886229,"share":"https://www.laohu8.com/m/news/1105909453?lang=&edition=full","pubTime":"2021-08-25 18:10","market":"hk","language":"zh","title":"小米二季度营收877.9亿元，手机出货量创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1105909453","media":"老虎资讯综合","summary":"二季度全球智能手机出货量排名首次晋升第二位，市占率达到16.7%。","content":"<p>8月25日(周三)，<a href=\"https://laohu8.com/S/01810\">小米集团</a>发布2021年第二季度及上半年业绩情况，营收数据高于市场此前预期。</p>\n<p><b>主要业绩</b></p>\n<ul>\n <li><b>二季度营收877.9亿元</b>，同比增长64%，环比增长14.2%。</li>\n <li><b>二季度净利润82.7亿元</b>，同比增长83.9%。</li>\n <li><b>二季度调整后净利润63.2亿元人民币</b>，同比增长87.4%，环比增长4.2%。</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/6d5c6a62fe41eaad43ab42863b3901c0\" tg-width=\"794\" tg-height=\"370\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>2021年上半年营收1647亿元。</li>\n <li>2021年上半年净利润160.6亿元。</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/e48c17d8d3aa3c8e1d6f4c92f9061ef9\" tg-width=\"936\" tg-height=\"387\" width=\"100%\" height=\"auto\"></p>\n<p><b>业务分类</b></p>\n<ul>\n <li>二季度，<b>智能手机业务增长强劲，收入及出货量均创历史新高。</b>小米智能手机收入达到人民币591亿元，同比增长86.8%；全球智能手机出货量达到52.9百万部，同比增长86.8%。</li>\n <li>二季度全球智能手机出货量排名首次晋升第二位，市占率达到16.7%；在中国大陆，智能手机出货量排名第三，市占率达到16.8%。</li>\n <li>二季度，IoT与生活消费产品业务继续表现强劲，收入实现人民币207亿元，同比增长35.9%。</li>\n <li>二季度，智能电视全球出货量超过2.5百万台，继续保持行业领先地位。</li>\n <li>二季度，IoT业务在境外市场保持强劲增长，境外IoT及生活消费产品收入同比增长93.8%。电动滑板车、智能电视、智能手环、智能手表等品类在海外市场持续畅销。</li>\n <li>二季度，互联网服务收入达到人民币70亿元，创下历史新高，收入同比增长19.1%。</li>\n <li>二季度，广告业务收入创下历史新高，达到人民币45亿元，同比增长46.2%。</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/2afd3b96be6d3002bb9077af1b5257f9\" tg-width=\"798\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p>\n<p><b>收购披露</b></p>\n<p>小米集团披露，公司与Deepmotion Tech Limited（一家自动驾驶技术公司）相关订约方订立股份购买协议，据此，公司有条件同意收购而各普通股股东卖方及各优先股股东卖方有条件同意出售1.25亿股普通股及5085.47万股优先股，分别为Deepmotion已发行股本的71.16%及28.84%。整体收购总代价约为77.37百万美元。</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>小米二季度营收877.9亿元，手机出货量创新高</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小米二季度营收877.9亿元，手机出货量创新高\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\">2021-08-25 18:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月25日(周三)，<a href=\"https://laohu8.com/S/01810\">小米集团</a>发布2021年第二季度及上半年业绩情况，营收数据高于市场此前预期。</p>\n<p><b>主要业绩</b></p>\n<ul>\n <li><b>二季度营收877.9亿元</b>，同比增长64%，环比增长14.2%。</li>\n <li><b>二季度净利润82.7亿元</b>，同比增长83.9%。</li>\n <li><b>二季度调整后净利润63.2亿元人民币</b>，同比增长87.4%，环比增长4.2%。</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/6d5c6a62fe41eaad43ab42863b3901c0\" tg-width=\"794\" tg-height=\"370\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>2021年上半年营收1647亿元。</li>\n <li>2021年上半年净利润160.6亿元。</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/e48c17d8d3aa3c8e1d6f4c92f9061ef9\" tg-width=\"936\" tg-height=\"387\" width=\"100%\" height=\"auto\"></p>\n<p><b>业务分类</b></p>\n<ul>\n <li>二季度，<b>智能手机业务增长强劲，收入及出货量均创历史新高。</b>小米智能手机收入达到人民币591亿元，同比增长86.8%；全球智能手机出货量达到52.9百万部，同比增长86.8%。</li>\n <li>二季度全球智能手机出货量排名首次晋升第二位，市占率达到16.7%；在中国大陆，智能手机出货量排名第三，市占率达到16.8%。</li>\n <li>二季度，IoT与生活消费产品业务继续表现强劲，收入实现人民币207亿元，同比增长35.9%。</li>\n <li>二季度，智能电视全球出货量超过2.5百万台，继续保持行业领先地位。</li>\n <li>二季度，IoT业务在境外市场保持强劲增长，境外IoT及生活消费产品收入同比增长93.8%。电动滑板车、智能电视、智能手环、智能手表等品类在海外市场持续畅销。</li>\n <li>二季度，互联网服务收入达到人民币70亿元，创下历史新高，收入同比增长19.1%。</li>\n <li>二季度，广告业务收入创下历史新高，达到人民币45亿元，同比增长46.2%。</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/2afd3b96be6d3002bb9077af1b5257f9\" tg-width=\"798\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p>\n<p><b>收购披露</b></p>\n<p>小米集团披露，公司与Deepmotion Tech Limited（一家自动驾驶技术公司）相关订约方订立股份购买协议，据此，公司有条件同意收购而各普通股股东卖方及各优先股股东卖方有条件同意出售1.25亿股普通股及5085.47万股优先股，分别为Deepmotion已发行股本的71.16%及28.84%。整体收购总代价约为77.37百万美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105909453","content_text":"8月25日(周三)，小米集团发布2021年第二季度及上半年业绩情况，营收数据高于市场此前预期。\n主要业绩\n\n二季度营收877.9亿元，同比增长64%，环比增长14.2%。\n二季度净利润82.7亿元，同比增长83.9%。\n二季度调整后净利润63.2亿元人民币，同比增长87.4%，环比增长4.2%。\n\n\n\n2021年上半年营收1647亿元。\n2021年上半年净利润160.6亿元。\n\n\n业务分类\n\n二季度，智能手机业务增长强劲，收入及出货量均创历史新高。小米智能手机收入达到人民币591亿元，同比增长86.8%；全球智能手机出货量达到52.9百万部，同比增长86.8%。\n二季度全球智能手机出货量排名首次晋升第二位，市占率达到16.7%；在中国大陆，智能手机出货量排名第三，市占率达到16.8%。\n二季度，IoT与生活消费产品业务继续表现强劲，收入实现人民币207亿元，同比增长35.9%。\n二季度，智能电视全球出货量超过2.5百万台，继续保持行业领先地位。\n二季度，IoT业务在境外市场保持强劲增长，境外IoT及生活消费产品收入同比增长93.8%。电动滑板车、智能电视、智能手环、智能手表等品类在海外市场持续畅销。\n二季度，互联网服务收入达到人民币70亿元，创下历史新高，收入同比增长19.1%。\n二季度，广告业务收入创下历史新高，达到人民币45亿元，同比增长46.2%。\n\n\n收购披露\n小米集团披露，公司与Deepmotion Tech Limited（一家自动驾驶技术公司）相关订约方订立股份购买协议，据此，公司有条件同意收购而各普通股股东卖方及各优先股股东卖方有条件同意出售1.25亿股普通股及5085.47万股优先股，分别为Deepmotion已发行股本的71.16%及28.84%。整体收购总代价约为77.37百万美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834391885,"gmtCreate":1629770440647,"gmtModify":1633682560555,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"赶紧起飞[真香]&nbsp;[真香]&nbsp;[真香]&nbsp;","listText":"赶紧起飞[真香]&nbsp;[真香]&nbsp;[真香]&nbsp;","text":"赶紧起飞[真香] [真香] 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[鼓掌]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834029438","repostId":"2161772577","repostType":2,"isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834020831,"gmtCreate":1629763177523,"gmtModify":1633682677520,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","listText":"[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","text":"[得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834020831","repostId":"2161770699","repostType":4,"isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835675071,"gmtCreate":1629716625993,"gmtModify":1633682995072,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","listText":"[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","text":"[流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835675071","repostId":"1162315763","repostType":4,"repost":{"id":"1162315763","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":1629716313,"share":"https://www.laohu8.com/m/news/1162315763?lang=&edition=full","pubTime":"2021-08-23 18:58","market":"us","language":"zh","title":"【异动】签署疫苗协议，BioNTech SE盘前涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162315763","media":"老虎资讯综合","summary":"8月23日，BioNTech SE盘前涨超6%，辉瑞盘前涨超3%。市场消息：英国与辉瑞、BioNTech SE公司签署了3500万剂疫苗的协议。英国表示，辉瑞、BioNTech SE的疫苗将从2022","content":"<p>8月23日，<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>盘前涨超6%，<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>盘前涨超3%。市场消息：英国与辉瑞、BioNTech SE公司签署了3500万剂疫苗的协议。英国表示，辉瑞、BioNTech SE的疫苗将从2022年下半年开始交付。</p>\n<p><img src=\"https://static.tigerbbs.com/02fbe983ee20ab4e3d9a6f8bafb31172\" tg-width=\"844\" tg-height=\"627\" referrerpolicy=\"no-referrer\"></p>\n<p></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>【异动】签署疫苗协议，BioNTech SE盘前涨超6%</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; 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href=\"https://laohu8.com/S/NIU\">小牛电动</a>涨超8%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨3.7%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨2.7%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车、法拉第未来涨0.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/d52a11393fb37371a18c1f63d586b6aa\" tg-width=\"840\" tg-height=\"470\" 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[笑哭] [笑哭] 别放弃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839685739","repostId":"2160273466","repostType":2,"repost":{"id":"2160273466","kind":"news","pubTimestamp":1629154320,"share":"https://www.laohu8.com/m/news/2160273466?lang=&edition=full","pubTime":"2021-08-17 06:52","market":"hk","language":"zh","title":"遇见海豚，比亚迪带来新浪漫","url":"https://stock-news.laohu8.com/highlight/detail?id=2160273466","media":"大众证券报","summary":"七夕前夕，比亚迪海洋车系正式发布。专为年轻用户打造的“纯电新物种”比亚迪海豚是使用比亚迪全新LOGO的首款车型，也是基于比亚迪e平台 3.0打造的首款车型。“码”上领养海豚，抽取盲盒赢好礼海豚是比亚迪首款全面开启线上预定和销售模式的车型，扫码进入比亚迪汽车APP或小程序，指点间就能完成车辆预订，像网购一样方便。为了减轻年轻用户的购车压力，为首批海豚用户提供更多福利，比亚迪特别推出 “海豚领YOUNG计划”。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20210817065423000d154bvk1zmlqwan\"/><p>七夕前夕，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>海洋车系正式发布。作为该车系的首款车型，比亚迪海豚的预售同步开启，共四款车型，预售价格区间为9.68万元-12.48万元，预售期下订的用户可以获得 “海豚领YOUNG计划”送出的多重好礼。</p><p><strong>身披七彩，诠释“海洋美学”</strong></p><p>“海洋美学”设计理念是设计大师艾格的又一次大胆突破，TA不仅仅是一辆车，更是一个用自由、个性和乐趣描绘的城市生活梦想，这也迎合了Z世代人群青睐美好、注重质感、喜欢萌趣的审美需要。</p><p>比亚迪海豚包含了丰富的海洋元素，色彩搭配非常有特点，七种创意色彩被命名为“贝贝灰”“嘟嘟白”“闪闪蓝”“飒飒绿”“蜜蜜橙”“噗噗粉”“冲浪蓝”。其双色车身设计与“海豚”的生物形象高度契合，在前后保险杠、裙线部位，更有惹眼的亮色调作为跳色，造成视觉反差。为了获得更好的效果，还采用了内外色调一致的设计，海豚也因此瞬间成为专属的个性化时尚标签。</p><p>在外部设计方面，车顶的轮廓线如同 “海豚”越出水面的脊背;腰线和裙线的锐利组合非常有速度感，好像“海豚”在高速冲刺;前大灯的设计被称作“海豚之眼”。类似的设计还有很多，轮毂造型让人想起“海豚”跃出水面的欢快、“水波纹前格栅”如同“海豚”推开水面泛起涟漪的愉悦。自由自在，充满活力。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210817065423967d154v1sd72986nw\"/><p>置身海豚车内，会让人获得<a href=\"https://laohu8.com/S/CYOU\">畅游</a>海洋世界的满满治愈感。悬浮式仪表台如同漂浮在水面，柔美的曲线好像围绕在四周的海浪。配备的12.8英寸自适应旋转悬浮Pad，屏占比更大，看视频、追剧更过瘾。DiLink3.0<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>网联系统采用全新的UI设计，同时实现了账号体系互通，让手机、车机无缝链接，做到了人-车-社会-生活场景的全面融合。手机NFC车钥匙和VTOL放电黑科技赋予生活更多智慧体验。</p><p><strong>专为年轻用户打造的“纯电新物种”</strong></p><p>比亚迪海豚是使用比亚迪全新LOGO的首款车型，也是基于比亚迪e平台 3.0打造的首款车型。</p><p>由于e平台3.0的纯电动车属性，海豚的前后悬更短，轴距达到了2,700mm。66.3%的轴长比让车身比例也更协调，看上去毫无紧绷感，同时也让海豚具有堪比B级车的超大空间。</p><p>海豚搭载全球首款深度集成八合一电驱动总成，具有领先的功率密度和系统效率。在能耗方面，比亚迪海豚百公里电耗将低至10.3kW·h，比同级别车型低10%以上。海豚还是比亚迪首款搭载高能效热泵系统的车型，能够在冬季低温状态下获得更佳的续航表现，配合电池包直热直冷技术，海豚的热泵还能让动力电池始终处于理想的工作温度，让冬季续航能力获得20%的改善。</p><p>海豚标配“刀片电池”，并采用纯电动车专属的安全车身结构，白车身的高强度钢用量达到了78.2%，关键部位更采用抗拉强度超过1500MPa的热成型钢，时刻为用户提供最直接的安全保护。</p><p><strong>“码”上领养海豚，抽取盲盒赢好礼</strong></p><p>海豚是比亚迪首款全面开启线上预定和销售模式的车型，扫码进入比亚迪汽车APP或小程序，指点间就能完成车辆预订，像网购一样方便。完成订金支付的用户，还可以线上实时查询专属自己的车辆交付状态信息。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210817065424761d1543sr3l4pn8kt\"/><p>为了减轻年轻用户的购车压力，为首批海豚用户提供更多福利，比亚迪特别推出 “海豚领YOUNG计划”。自预售开启之日起，截止至海豚正式上市当日(含)，预订海豚的用户可享受包括“2年0息，首付40%起”“至高4000元置换补贴”在内的多重权益大礼，通过比亚迪汽车APP或小程序下订的前5000名客户，更有机会抽取盲盒赢好礼。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210817065425076d154vqrw0991jed\"/><p>作为海洋车系的开端，“生而出色”的比亚迪海豚将凭借萌动的设计、聪慧的智能科技、治愈的出行体验和靠谱的硬核技术，成为新世代年轻用户开启都市梦想的灵魂伴侣。“领养”海豚，“码上”行动。</p></article></body></html>","source":"tencent","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>遇见海豚，比亚迪带来新浪漫</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遇见海豚，比亚迪带来新浪漫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 06:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108170654277c2ef74e&s=b><strong>大众证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>七夕前夕，比亚迪海洋车系正式发布。作为该车系的首款车型，比亚迪海豚的预售同步开启，共四款车型，预售价格区间为9.68万元-12.48万元，预售期下订的用户可以获得 “海豚领YOUNG计划”送出的多重好礼。身披七彩，诠释“海洋美学”“海洋美学”设计理念是设计大师艾格的又一次大胆突破，TA不仅仅是一辆车，更是一个用自由、个性和乐趣描绘的城市生活梦想，这也迎合了Z世代人群青睐美好、注重质感、喜欢萌趣的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108170654277c2ef74e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71e083ef578be0fa6cea421c4a68bb5b","relate_stocks":{"002594":"比亚迪","01211":"比亚迪股份"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108170654277c2ef74e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2160273466","content_text":"七夕前夕，比亚迪海洋车系正式发布。作为该车系的首款车型，比亚迪海豚的预售同步开启，共四款车型，预售价格区间为9.68万元-12.48万元，预售期下订的用户可以获得 “海豚领YOUNG计划”送出的多重好礼。身披七彩，诠释“海洋美学”“海洋美学”设计理念是设计大师艾格的又一次大胆突破，TA不仅仅是一辆车，更是一个用自由、个性和乐趣描绘的城市生活梦想，这也迎合了Z世代人群青睐美好、注重质感、喜欢萌趣的审美需要。比亚迪海豚包含了丰富的海洋元素，色彩搭配非常有特点，七种创意色彩被命名为“贝贝灰”“嘟嘟白”“闪闪蓝”“飒飒绿”“蜜蜜橙”“噗噗粉”“冲浪蓝”。其双色车身设计与“海豚”的生物形象高度契合，在前后保险杠、裙线部位，更有惹眼的亮色调作为跳色，造成视觉反差。为了获得更好的效果，还采用了内外色调一致的设计，海豚也因此瞬间成为专属的个性化时尚标签。在外部设计方面，车顶的轮廓线如同 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“海豚领YOUNG计划”。自预售开启之日起，截止至海豚正式上市当日(含)，预订海豚的用户可享受包括“2年0息，首付40%起”“至高4000元置换补贴”在内的多重权益大礼，通过比亚迪汽车APP或小程序下订的前5000名客户，更有机会抽取盲盒赢好礼。作为海洋车系的开端，“生而出色”的比亚迪海豚将凭借萌动的设计、聪慧的智能科技、治愈的出行体验和靠谱的硬核技术，成为新世代年轻用户开启都市梦想的灵魂伴侣。“领养”海豚，“码上”行动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839681616,"gmtCreate":1629156662035,"gmtModify":1633687040132,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"他来了[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","listText":"他来了[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","text":"他来了[捂脸] [捂脸] 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830220266","repostId":"2159243496","repostType":2,"repost":{"id":"2159243496","kind":"highlight","pubTimestamp":1629073620,"share":"https://www.laohu8.com/m/news/2159243496?lang=&edition=full","pubTime":"2021-08-16 08:27","market":"hk","language":"zh","title":"中信证券：给予比亚迪股份目标价447港元 继续重点推荐","url":"https://stock-news.laohu8.com/highlight/detail?id=2159243496","media":"中信证券研究","summary":"【中信证券：给予比亚迪股份目标价447港元 继续重点推荐】2021年8月，公司e平台3.0首款纯电车型“海豚”发布，“海洋系列”有望继续推动公司车型周期向上。公司全系乘用车型切换刀片电池，第四代插混DM-i车型销量逐月爬升，标续版汉EV打开C级车下沉市场。公司在智能化领域的布局突破也值得期待。此外，公司中性化战略稳步推进，比亚迪半导体上市于2021年7月获受理，动力电池加速外供、储能业务快速增长，继续重点推荐，维持A+H“买入”评级。","content":"<html><body><div>\n<p>　　2021年8月，公司e平台3.0首款纯电车型“海豚”发布，“海洋系列”有望继续推动公司车型周期向上。公司全系乘用车型切换刀片电池，第四代插混DM-i车型销量逐月爬升，标续版汉EV打开C级车下沉市场。公司在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化领域的布局突破也值得期待。此外，公司中性化战略稳步推进，<span><a href=\"https://laohu8.com/S/002594\">比亚迪</a></span><span></span>半导体上市于2021年7月获受理，动力电池加速外供、储能业务快速增长，继续重点推荐，维持A+H“买入”评级。</p><p>　　2021年公司全新纯电车型“海豚”发布，对此我们点评如下：</p><p>　　<strong>▍</strong><strong>城市纯电车型“海豚”发布，增厚公司车型矩阵。</strong></p><p>　　8月13日公司全新e平台3.0首款城市纯电车型“海豚”发布。价格方面，定价9.68-12.48万元，在购置成本上相比同级别燃油车如大众Polo、本田飞度有竞争力。空间方面，海豚具备2700mm超长轴距，较同级别燃油车长6%。核心配置上，海豚搭载八合一电驱总成及热泵系统，百公里电耗低至10.3kWh。标配刀片电池，续航405/301km两种版本可选。同时具备800V高压快充功能，5分钟可补充150km续航。另外，“海豚”具备可定制化选项，精准迎合年轻消费群体审美趋势。同时后续还有海鸥、海豹、海狮等“海洋系列”车型值得期待，推动公司车型周期继续向上。</p><p>　　<strong>▍</strong><strong>“汉”标续版有望驱动销量向上，DM-i系列车型产能持续释放。</strong></p><p>　　公司重磅车型旗舰轿车“汉”于2020年7月上市，2021年7月“汉”销售约8,300辆，其中“汉”EV约5,800辆、汉DM约2,500辆，稳态期持续验证。中高端车型“汉”终端热销验证了电动产品竞争力，驱动公司品牌力提升，并引领公司新一轮车型周期。搭载全新第四代插混平台DM-i的秦/宋PLUS和唐分别于3月和4月正式上市。DM-i系列预计7月份销量约2.3万辆，环比约+30%。截至7月底在手订单预计仍逾10万辆，热度维持高位。上海车展公司发布e平台3.0，并于近期发布基于该平台的打造纯电动车“海豚”和元Plus， 8月1日公司发布标续版506km的汉EV，售价20.98万元，预计9月开始交付，延续车型向上周期。</p><p>　　<strong>▍</strong><strong>电动化技术引领行业，H股融资赋能电动战略。</strong></p><p>　　2020年3月公司发布“刀片电池”技术，凭借高能量密度、低成本、高安全性引领行业，并搭载旗舰车型“汉”，年内产能顺利爬坡。同时动力电池也在2020年持续突破外供，目前国内市场已配套长安、小康、北汽等车企，对海外获丰田定点，并有望供应福特、奔驰等全球知名车企；刀片电池也进入了一汽红旗外供配套。2021年3月，公司第四代插混DM-i车型上市，主打燃油经济性，有望加速电动汽车对燃油车替代。<span target=\"_blank\" web=\"1\">比亚迪</span>在年初已完成H股<span>增发</span>1.33亿股，净募集资金298亿港元(约248亿元人民币)，将持续加大对电动、智能化投入，保持行业技术领先地位。</p><p>　　<strong>▍</strong><strong>2021年中性化战略扎实推进，<span target=\"_blank\" web=\"1\">比亚迪</span>半导体上市申请获受理。</strong></p><p>　　目前比亚迪半导体<span>公告</span>申报创业板上市已获受理，拟发行不超过5000万股，计划募集28.9亿元投入新型功率半导体芯片产业化及升级项目、功率半导体和智能控制器件研发及产业化项目。</p><p>　　比亚迪半导体业务包括功率半导体、智能控制 IC、智能传感器、光电半导体、制造与服务五大类，2018-2020年总营收13.4/11.0/14.4亿元，<span>净利润</span>1.04/0.85/0.59亿元，毛<span>利率</span>26.4%/29.8%/27.9%。其中功率半导体2018-2020年营收占比33%/28%/32%，毛<span>利率</span>24.3%/33.7%/30.0%，是第一大主营业务，采用IDM模式，国内市场份额领先，部分产品性能优于国际主流厂商。</p><p>　　半导体业务分拆上市后可降低资金成本、享受独立估值兑现价值、经营积极性提升，有望强化其竞争优势。另一方面，半导体业务分拆为动力电池分拆提供路径参考，动力电池分拆有望加速。</p><p>　　<strong>▍</strong><strong>风险因素：</strong></p><p>　　新能源汽车销量不及预期风险；比亚迪DM-i新平台车型销量不及预期风险；技术路线更迭风险；新能源汽车政策波动。</p><p>　　<strong>▍</strong><strong>投资建议：</strong></p><p>　　考虑公司电动车销量提升，动力电池外供、储能电池出货加速，我们上调公司2021/22/23年归母净利润预测至49.1/88.1/122.4亿元(原预测为49.0/75.5/103.1亿元)，现价对应A股PE 175/97/70倍，对应H股93/52/37倍。按分部估值，参照可比公司，给予2022年公司造车/动力电池/控股<span><a href=\"https://laohu8.com/S/00285\">比亚迪电子</a></span>/半导体和电动供应链分别为5930/3087/658/757亿估值，加总得公司合理价值10643亿，对应A/H股目标价372元/447港元，维持公司(A+H股)“买入”评级，继续重点推荐。</p><p>（文章来源：<span><a href=\"https://laohu8.com/S/600030\">中信证券</a></span>研究）</p>\n</div></body></html>","source":"eastmoney_highlight","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>中信证券：给予比亚迪股份目标价447港元 继续重点推荐</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{ 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class=\"meta\">\n\n\n2021-08-16 08:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://hk.eastmoney.com/a/202108162046676957_0.html><strong>中信证券研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年8月，公司e平台3.0首款纯电车型“海豚”发布，“海洋系列”有望继续推动公司车型周期向上。公司全系乘用车型切换刀片电池，第四代插混DM-i车型销量逐月爬升，标续版汉EV打开C级车下沉市场。公司在智能化领域的布局突破也值得期待。此外，公司中性化战略稳步推进，比亚迪半导体上市于2021年7月获受理，动力电池加速外供、储能业务快速增长，继续重点推荐，维持A+H“买入”评级。　　2021年公司...</p>\n\n<a href=\"http://hk.eastmoney.com/a/202108162046676957_0.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com///dfscdn.dfcfw.com/download/D25192095296553314857.jpg?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","relate_stocks":{"01211":"比亚迪股份"},"source_url":"http://hk.eastmoney.com/a/202108162046676957_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159243496","content_text":"2021年8月，公司e平台3.0首款纯电车型“海豚”发布，“海洋系列”有望继续推动公司车型周期向上。公司全系乘用车型切换刀片电池，第四代插混DM-i车型销量逐月爬升，标续版汉EV打开C级车下沉市场。公司在智能化领域的布局突破也值得期待。此外，公司中性化战略稳步推进，比亚迪半导体上市于2021年7月获受理，动力电池加速外供、储能业务快速增长，继续重点推荐，维持A+H“买入”评级。　　2021年公司全新纯电车型“海豚”发布，对此我们点评如下：　　▍城市纯电车型“海豚”发布，增厚公司车型矩阵。　　8月13日公司全新e平台3.0首款城市纯电车型“海豚”发布。价格方面，定价9.68-12.48万元，在购置成本上相比同级别燃油车如大众Polo、本田飞度有竞争力。空间方面，海豚具备2700mm超长轴距，较同级别燃油车长6%。核心配置上，海豚搭载八合一电驱总成及热泵系统，百公里电耗低至10.3kWh。标配刀片电池，续航405/301km两种版本可选。同时具备800V高压快充功能，5分钟可补充150km续航。另外，“海豚”具备可定制化选项，精准迎合年轻消费群体审美趋势。同时后续还有海鸥、海豹、海狮等“海洋系列”车型值得期待，推动公司车型周期继续向上。　　▍“汉”标续版有望驱动销量向上，DM-i系列车型产能持续释放。　　公司重磅车型旗舰轿车“汉”于2020年7月上市，2021年7月“汉”销售约8,300辆，其中“汉”EV约5,800辆、汉DM约2,500辆，稳态期持续验证。中高端车型“汉”终端热销验证了电动产品竞争力，驱动公司品牌力提升，并引领公司新一轮车型周期。搭载全新第四代插混平台DM-i的秦/宋PLUS和唐分别于3月和4月正式上市。DM-i系列预计7月份销量约2.3万辆，环比约+30%。截至7月底在手订单预计仍逾10万辆，热度维持高位。上海车展公司发布e平台3.0，并于近期发布基于该平台的打造纯电动车“海豚”和元Plus， 8月1日公司发布标续版506km的汉EV，售价20.98万元，预计9月开始交付，延续车型向上周期。　　▍电动化技术引领行业，H股融资赋能电动战略。　　2020年3月公司发布“刀片电池”技术，凭借高能量密度、低成本、高安全性引领行业，并搭载旗舰车型“汉”，年内产能顺利爬坡。同时动力电池也在2020年持续突破外供，目前国内市场已配套长安、小康、北汽等车企，对海外获丰田定点，并有望供应福特、奔驰等全球知名车企；刀片电池也进入了一汽红旗外供配套。2021年3月，公司第四代插混DM-i车型上市，主打燃油经济性，有望加速电动汽车对燃油车替代。比亚迪在年初已完成H股增发1.33亿股，净募集资金298亿港元(约248亿元人民币)，将持续加大对电动、智能化投入，保持行业技术领先地位。　　▍2021年中性化战略扎实推进，比亚迪半导体上市申请获受理。　　目前比亚迪半导体公告申报创业板上市已获受理，拟发行不超过5000万股，计划募集28.9亿元投入新型功率半导体芯片产业化及升级项目、功率半导体和智能控制器件研发及产业化项目。　　比亚迪半导体业务包括功率半导体、智能控制 IC、智能传感器、光电半导体、制造与服务五大类，2018-2020年总营收13.4/11.0/14.4亿元，净利润1.04/0.85/0.59亿元，毛利率26.4%/29.8%/27.9%。其中功率半导体2018-2020年营收占比33%/28%/32%，毛利率24.3%/33.7%/30.0%，是第一大主营业务，采用IDM模式，国内市场份额领先，部分产品性能优于国际主流厂商。　　半导体业务分拆上市后可降低资金成本、享受独立估值兑现价值、经营积极性提升，有望强化其竞争优势。另一方面，半导体业务分拆为动力电池分拆提供路径参考，动力电池分拆有望加速。　　▍风险因素：　　新能源汽车销量不及预期风险；比亚迪DM-i新平台车型销量不及预期风险；技术路线更迭风险；新能源汽车政策波动。　　▍投资建议：　　考虑公司电动车销量提升，动力电池外供、储能电池出货加速，我们上调公司2021/22/23年归母净利润预测至49.1/88.1/122.4亿元(原预测为49.0/75.5/103.1亿元)，现价对应A股PE 175/97/70倍，对应H股93/52/37倍。按分部估值，参照可比公司，给予2022年公司造车/动力电池/控股比亚迪电子/半导体和电动供应链分别为5930/3087/658/757亿估值，加总得公司合理价值10643亿，对应A/H股目标价372元/447港元，维持公司(A+H股)“买入”评级，继续重点推荐。（文章来源：中信证券研究）","news_type":1},"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830133175,"gmtCreate":1629025132497,"gmtModify":1633687895254,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830133175","repostId":"2159621772","repostType":2,"repost":{"id":"2159621772","kind":"news","pubTimestamp":1629020230,"share":"https://www.laohu8.com/m/news/2159621772?lang=&edition=full","pubTime":"2021-08-15 17:37","market":"hk","language":"zh","title":"华西证券维持比亚迪增持评级：海豚系列首发上市，燃油平价大有可为","url":"https://stock-news.laohu8.com/highlight/detail?id=2159621772","media":"每日经济新闻","summary":"每经AI快讯，华西证券08月15日发布研报称，维持比亚迪4.SZ，最新价：300.02元）增持评级。评级理由主要包括：1）E3.0平台引领综合效率海洋美学诠释年轻主张；2）低配版定价已破10万燃油平价大有可为。AI点评：比亚迪近一个月获得5份券商研报关注，买入3家，增持1家，平均目标价为360元，与最新价300.02元相比，高59.98元，目标均价涨幅19.99%。据此操作，风险自担。","content":"<div>\n<p>每经AI快讯，华西证券08月15日发布研报称，维持比亚迪4.SZ，最新价：300.02元）增持评级。评级理由主要包括：1）E3.0平台引领综合效率海洋美学诠释年轻主张；2）低配版定价已破10万燃油平价大有可为。风险提示：产能扩张低于预期；车市下行风险；新车型销量不及预期。AI点评：比亚迪近一个月获得5份券商研报关注，买入3家，增持1家，平均目标价为360元，与最新价300.02元相比，高59.98...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021081517385377eda027&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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>华西证券维持比亚迪增持评级：海豚系列首发上市，燃油平价大有可为</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华西证券维持比亚迪增持评级：海豚系列首发上市，燃油平价大有可为\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 17:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021081517385377eda027&s=b><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每经AI快讯，华西证券08月15日发布研报称，维持比亚迪4.SZ，最新价：300.02元）增持评级。评级理由主要包括：1）E3.0平台引领综合效率海洋美学诠释年轻主张；2）低配版定价已破10万燃油平价大有可为。风险提示：产能扩张低于预期；车市下行风险；新车型销量不及预期。AI点评：比亚迪近一个月获得5份券商研报关注，买入3家，增持1家，平均目标价为360元，与最新价300.02元相比，高59.98...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021081517385377eda027&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/20e6fa66017937fe813c3ab4efba6858","relate_stocks":{"002594":"比亚迪","01211":"比亚迪股份","002926":"华西证券"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021081517385377eda027&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2159621772","content_text":"每经AI快讯，华西证券08月15日发布研报称，维持比亚迪4.SZ，最新价：300.02元）增持评级。评级理由主要包括：1）E3.0平台引领综合效率海洋美学诠释年轻主张；2）低配版定价已破10万燃油平价大有可为。风险提示：产能扩张低于预期；车市下行风险；新车型销量不及预期。AI点评：比亚迪近一个月获得5份券商研报关注，买入3家，增持1家，平均目标价为360元，与最新价300.02元相比，高59.98元，目标均价涨幅19.99%。每经头条（nbdtoutiao）——美参议院通过1.2万亿美元基建法案；联合国气候报告敲响警钟；梅西正式加盟“大巴黎”；世卫组织测试三种潜在新冠药物|一周国际财经(记者 王晓波)免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。","news_type":1},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897791325,"gmtCreate":1628984464267,"gmtModify":1633688240511,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/897791325","repostId":"1142153860","repostType":4,"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897706902,"gmtCreate":1628983625406,"gmtModify":1633688248593,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"有什么用呢","listText":"有什么用呢","text":"有什么用呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897706902","repostId":"1100243251","repostType":4,"repost":{"id":"1100243251","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":1628935539,"share":"https://www.laohu8.com/m/news/1100243251?lang=&edition=full","pubTime":"2021-08-14 18:05","market":"us","language":"zh","title":"传小红书开始新一轮融资，估值超100亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1100243251","media":"老虎资讯综合","summary":"小红书此前已经完成六轮融资，最新一轮融资在今年上半年。","content":"<p>据财经杂志报道，近日，多位接近小红书的投资人告诉记者，小红书已经开始新一轮融资，估值超过100亿美元。小红书此前已经完成六轮融资，最新一轮融资在今年上半年，小红书并未对外披露这一轮融资，前述投资人称，当时估值是60亿美元左右。</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>传小红书开始新一轮融资，估值超100亿美元</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; 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18:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据财经杂志报道，近日，多位接近小红书的投资人告诉记者，小红书已经开始新一轮融资，估值超过100亿美元。小红书此前已经完成六轮融资，最新一轮融资在今年上半年，小红书并未对外披露这一轮融资，前述投资人称，当时估值是60亿美元左右。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cec2264fc35e6e89a4846187d3ab20a4","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100243251","content_text":"据财经杂志报道，近日，多位接近小红书的投资人告诉记者，小红书已经开始新一轮融资，估值超过100亿美元。小红书此前已经完成六轮融资，最新一轮融资在今年上半年，小红书并未对外披露这一轮融资，前述投资人称，当时估值是60亿美元左右。","news_type":1},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897625047,"gmtCreate":1628914398889,"gmtModify":1633688514759,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"小米…","listText":"小米…","text":"小米…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897625047","repostId":"2159219958","repostType":2,"repost":{"id":"2159219958","kind":"news","pubTimestamp":1628908167,"share":"https://www.laohu8.com/m/news/2159219958?lang=&edition=full","pubTime":"2021-08-14 10:29","market":"hk","language":"zh","title":"中国公司全球化周报｜小米首次位列东南亚市场智能手机出货量第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2159219958","media":"36氪出海","summary":"值得关注的中国公司全球化大事件小米首次位列东南亚市场智能手机出货量第一。36氪获悉，根据市场调研机构 Canalys 日前发布的报告，2021年 Q2，小米首次成为了东南亚地区智能手机出货量排名第一的厂商，以22%的市场份额和107%的年增长率排名东南亚地区首位。小马智行暂缓 SPAC 赴美上市计划。据悉，新资金将用于进一步开拓土耳其市场，以及布局全球市场。报告称2040年全球新车销售电动汽车将占三分之二。","content":"<html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/13880730515/0\"/><p><strong>- Aug. 14, 2021 -</strong></p><p><strong>聚焦中国公司全球化大事、提供世界各地最新创投新闻；致力于消除信息差，让读者将本周最值得关注的大事件尽收眼底。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/12750934862/0\"/><p><strong>值得关注的中国公司全球化大事件</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/12750934861/0\"/><p><strong>小米首次位列东南亚市场智能手机出货量第一。</strong><a href=\"https://laohu8.com/S/KRKR\">36氪</a>获悉，根据市场调研机构 Canalys 日前发布的报告，2021年 Q2，小米首次成为了东南亚地区智能手机出货量排名第一的厂商，以22%的市场份额和107%的年增长率排名东南亚地区首位。</p><p><strong>Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>：7月<a href=\"https://laohu8.com/S/DYIN\">抖音</a>及 TikTok 蝉联全球移动应用（非游戏）下载榜冠军。</strong>36氪获悉，Sensor Tower 显示，2021年7月抖音及 TikTok 以超过6300万下载量，蝉联全球移动应用（非游戏）下载榜冠军。</p><p><strong>小马智行暂缓 SPAC 赴美上市计划。</strong>据<a href=\"https://laohu8.com/S/SINA\">新浪</a>科技报道，自动驾驶初创公司小马智行已经暂缓了通过 SPAC 赴美上市的计划，但公司仍希望赴美上市。此外，有消息称，小马智行拟通过私募融资，在新一轮融资中筹集5亿-10亿美元。</p><p><strong>2021年前7月进出口总值同比增长24.5%，我国外贸稳定增长态势巩固。</strong>据经济日报报道，海关总署8月7日发布数据显示，前7个月，我国进出口总值21.34万亿元，同比增长24.5%，比2019年同期增长22.3%。其中，出口11.66万亿元，同比增长24.5%；进口9.68万亿元，同比增24.4%。</p><p>本周必读出海精品文章</p><p>一条存在20年的赛道，正在变成红海市场与资本战场。作为基础设施的跨境电商出口物流“一夜翻红”。资本及巨头们都希望制造出跨境电商物流领域的“三通一达”。仅2021年，递一物流、Speedaf 速达非、跨境好运等先后获得千万级别甚至数亿融资；<a href=\"https://laohu8.com/S/603128\">华贸物流</a>、菜鸟网络加速“拉拢”跨境电商物流服务商；百世、顺丰、<a href=\"https://laohu8.com/S/02618\">京东物流</a>等加注海外业务。究竟当下行业形势如何？产业链如何划分？赛道有哪些业务模式？运营商分别有何特质？为了解答这些疑虑，36氪出海盘点了部分代表性企业，希望为正在关注跨境电商出口物流的读者们提供一些有参考价值的信息。</p><p>自疫情推动全球电商爆发式增长后，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>并购运营公司不断涌现，并迅速成为资本青睐的热门赛道。从2020年3月至今年8月，这一赛道的公司已经在全球募集超过71.75亿美元的资金。36氪出海获悉，日前，来自欧洲的亚马逊并购运营公司 SellerX 完成了1亿欧元的融资。这是迄今为止，欧洲亚马逊并购运营公司中最大的单笔股权融资。SellerX 成立于2020年，公司注重多平台发展及品牌发展，致力于将旗下涵盖多个品类的30多个消费品品牌纵向整合，通过过往运营经验进一步扩大现有品牌规模。</p><p>全球新经济大事件</p><p><strong>土耳其电商巨头 Trendyol 完成15亿美元融</strong><strong>资，估值达165亿美元。</strong>据 TechCrunch 报道，本轮融资的投资方包括 General Atlantic、软银愿景基金2期 和 Qatar Investment Authority 等。据悉，新资金将用于进一步开拓土耳其市场，以及布局全球市场。</p><p><strong>越南互联网巨头 VNG 计划通过 SPAC 赴美上市。</strong>据 Tech in Asia 报道，VNG 计划通过 SPAC 赴美上市，估值或达20亿至30亿美元。VNG 成立于2004年，是越南最大的互联网公司之一。</p><p><strong>英国外卖平台 Deliveroo 获德国竞争对手入股：股价涨超10%。</strong>据新浪科技报道，Deliveroo 宣布获得德国竞争对手 Delivery Hero 买入该公司5.09%的股份后，其股价周一大涨逾10%。Deliveroo 的市值约为80亿欧元，因此这笔投资价值约为4亿欧元。</p><p><strong>报告称2040年全球新车销售电动汽车将占三分之二。</strong>据新浪财经报道，一份最新报告预测，到2040年，全球乘用电动汽车的销售预计将从2020年的300万辆增至6600万辆。这意味着2040年全球销售的乘用车中，有三分之二以上将是电动汽车。</p><p>文｜余思航</p><p>图｜图虫</p></article></body></html>","source":"tencent","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>中国公司全球化周报｜小米首次位列东南亚市场智能手机出货量第一</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中国公司全球化周报｜小米首次位列东南亚市场智能手机出货量第一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 10:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108141032507c2e082e&s=b><strong>36氪出海</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>- Aug. 14, 2021 -聚焦中国公司全球化大事、提供世界各地最新创投新闻；致力于消除信息差，让读者将本周最值得关注的大事件尽收眼底。值得关注的中国公司全球化大事件小米首次位列东南亚市场智能手机出货量第一。36氪获悉，根据市场调研机构 Canalys 日前发布的报告，2021年 Q2，小米首次成为了东南亚地区智能手机出货量排名第一的厂商，以22%的市场份额和107%的年增长率排名东南亚地区...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108141032507c2e082e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/523577f376ad45e2d0b28eb9173ccb28","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108141032507c2e082e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2159219958","content_text":"- Aug. 14, 2021 -聚焦中国公司全球化大事、提供世界各地最新创投新闻；致力于消除信息差，让读者将本周最值得关注的大事件尽收眼底。值得关注的中国公司全球化大事件小米首次位列东南亚市场智能手机出货量第一。36氪获悉，根据市场调研机构 Canalys 日前发布的报告，2021年 Q2，小米首次成为了东南亚地区智能手机出货量排名第一的厂商，以22%的市场份额和107%的年增长率排名东南亚地区首位。Sensor Tower：7月抖音及 TikTok 蝉联全球移动应用（非游戏）下载榜冠军。36氪获悉，Sensor Tower 显示，2021年7月抖音及 TikTok 以超过6300万下载量，蝉联全球移动应用（非游戏）下载榜冠军。小马智行暂缓 SPAC 赴美上市计划。据新浪科技报道，自动驾驶初创公司小马智行已经暂缓了通过 SPAC 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的市值约为80亿欧元，因此这笔投资价值约为4亿欧元。报告称2040年全球新车销售电动汽车将占三分之二。据新浪财经报道，一份最新报告预测，到2040年，全球乘用电动汽车的销售预计将从2020年的300万辆增至6600万辆。这意味着2040年全球销售的乘用车中，有三分之二以上将是电动汽车。文｜余思航图｜图虫","news_type":1},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894184351,"gmtCreate":1628811958273,"gmtModify":1633689357063,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"[眼眼]&nbsp;","listText":"[眼眼]&nbsp;","text":"[眼眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/894184351","repostId":"1131215562","repostType":4,"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":810306433,"gmtCreate":1629942455422,"gmtModify":1633681282436,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"@小米 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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/897791325","repostId":"1142153860","repostType":4,"repost":{"id":"1142153860","kind":"news","pubTimestamp":1628907066,"share":"https://www.laohu8.com/m/news/1142153860?lang=&edition=full","pubTime":"2021-08-14 10:11","market":"us","language":"zh","title":"高盛Q2持仓：买入587万股阿里，减持标普500ETF","url":"https://stock-news.laohu8.com/highlight/detail?id=1142153860","media":"智通财经网","summary":"高盛二季度持仓总市值达4463.9亿美元，环比增长12.6%。","content":"<p>作者：许然</p>\n<p>周五，根据美国证券交易委员会(SEC)披露，<a href=\"https://laohu8.com/S/GS\">高盛</a>递交了截止至2021年6月30日的二季度持仓报告(13F)。</p>\n<p>据统计，高盛二季度持仓总市值达4463.9亿美元，上一季度总市值为3964.54亿美元，环比增长12.6%。在二季度的持仓组合中新增了836只个股，增持了2591只个股。同时，高盛还减持了2356只个股并清仓了706只个股。其中前十大持仓标的占总市值的17.27%。</p>\n<p><img src=\"https://static.tigerbbs.com/3d5cec0fc3d9f436677caf598225f9ae\" tg-width=\"1889\" tg-height=\"1106\" referrerpolicy=\"no-referrer\"></p>\n<p>该行在二季度大举买入587万股<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，并成为第五大持仓股，另外<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/FB\">Facebook</a>及<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等科技股也获较大幅度增持。</p>\n<p>减持方面，本季度高盛大幅减持了<a href=\"https://laohu8.com/S/SPY\">标普500ETF</a>、纳斯达克100ETF(QQQ.US)等ETF以及<a href=\"https://laohu8.com/S/V\">Visa</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>等金融股，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等部分科技股也遭不同程度减持。</p>\n<p>截至第二季度，高盛前五大持仓股分别为标普500ETF、苹果、微软、安硕<a href=\"https://laohu8.com/S/R2US.UK\">罗素2000ETF</a>(IWM.US)及阿里巴巴。</p>\n<p><img src=\"https://static.tigerbbs.com/dd36355c8185a18b6a319e744e58ab34\" tg-width=\"1484\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>","source":"live_zhitongcaijing","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>高盛Q2持仓：买入587万股阿里，减持标普500ETF</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; 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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高盛Q2持仓：买入587万股阿里，减持标普500ETF\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 10:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/535250.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：许然\n周五，根据美国证券交易委员会(SEC)披露，高盛递交了截止至2021年6月30日的二季度持仓报告(13F)。\n据统计，高盛二季度持仓总市值达4463.9亿美元，上一季度总市值为3964.54亿美元，环比增长12.6%。在二季度的持仓组合中新增了836只个股，增持了2591只个股。同时，高盛还减持了2356只个股并清仓了706只个股。其中前十大持仓标的占总市值的17.27%。\n\n该行在...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/535250.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","relate_stocks":{"GS":"高盛","BABA":"阿里巴巴"},"source_url":"https://www.zhitongcaijing.com/content/detail/535250.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1142153860","content_text":"作者：许然\n周五，根据美国证券交易委员会(SEC)披露，高盛递交了截止至2021年6月30日的二季度持仓报告(13F)。\n据统计，高盛二季度持仓总市值达4463.9亿美元，上一季度总市值为3964.54亿美元，环比增长12.6%。在二季度的持仓组合中新增了836只个股，增持了2591只个股。同时，高盛还减持了2356只个股并清仓了706只个股。其中前十大持仓标的占总市值的17.27%。\n\n该行在二季度大举买入587万股阿里巴巴，并成为第五大持仓股，另外苹果、Facebook及特斯拉等科技股也获较大幅度增持。\n减持方面，本季度高盛大幅减持了标普500ETF、纳斯达克100ETF(QQQ.US)等ETF以及Visa、摩根大通等金融股，亚马逊、谷歌等部分科技股也遭不同程度减持。\n截至第二季度，高盛前五大持仓股分别为标普500ETF、苹果、微软、安硕罗素2000ETF(IWM.US)及阿里巴巴。","news_type":1},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":141865712,"gmtCreate":1625847973936,"gmtModify":1633936709793,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"[无语]&nbsp;[无语]&nbsp;[无语]&nbsp;","listText":"[无语]&nbsp;[无语]&nbsp;[无语]&nbsp;","text":"[无语] [无语] 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18:18","market":"us","language":"zh","title":"阿里巴巴成立工作环境委员会，完善反性骚扰制度","url":"https://stock-news.laohu8.com/highlight/detail?id=1176659889","media":"中国经济网","summary":"阿里巴巴集团公布了推动反性骚扰的机制化工作进展。","content":"<div>\n<p>8月12日，阿里巴巴集团公布了推动反性骚扰的机制化工作进展。\n这项内部全员公告包括四方面的行动。\n在强化组织保障方面，阿里巴巴集团成立工作环境委员会，作为反性骚扰在内的工作环境相关事项的处理决策机构，直接向董事会汇报。集团副首席人力官蒋芳担任主席，首期成员由首席财务官武卫、首席人力官童文红、首席法律顾问俞思瑛、首席风险官郑俊芳等几位女性高级管理人员组成，未来将吸纳多元化的员工代表加入其中。委员会...</p>\n\n<a href=\"http://www.ce.cn/xwzx/gnsz/gdxw/202108/12/t20210812_36802536.shtml\">Web Link</a>\n\n</div>\n","source":"ZGJJW","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>阿里巴巴成立工作环境委员会，完善反性骚扰制度</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阿里巴巴成立工作环境委员会，完善反性骚扰制度\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 18:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.ce.cn/xwzx/gnsz/gdxw/202108/12/t20210812_36802536.shtml><strong>中国经济网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月12日，阿里巴巴集团公布了推动反性骚扰的机制化工作进展。\n这项内部全员公告包括四方面的行动。\n在强化组织保障方面，阿里巴巴集团成立工作环境委员会，作为反性骚扰在内的工作环境相关事项的处理决策机构，直接向董事会汇报。集团副首席人力官蒋芳担任主席，首期成员由首席财务官武卫、首席人力官童文红、首席法律顾问俞思瑛、首席风险官郑俊芳等几位女性高级管理人员组成，未来将吸纳多元化的员工代表加入其中。委员会...</p>\n\n<a href=\"http://www.ce.cn/xwzx/gnsz/gdxw/202108/12/t20210812_36802536.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b6144783fb942d6493c55cf38d87bfdd","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"http://www.ce.cn/xwzx/gnsz/gdxw/202108/12/t20210812_36802536.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176659889","content_text":"8月12日，阿里巴巴集团公布了推动反性骚扰的机制化工作进展。\n这项内部全员公告包括四方面的行动。\n在强化组织保障方面，阿里巴巴集团成立工作环境委员会，作为反性骚扰在内的工作环境相关事项的处理决策机构，直接向董事会汇报。集团副首席人力官蒋芳担任主席，首期成员由首席财务官武卫、首席人力官童文红、首席法律顾问俞思瑛、首席风险官郑俊芳等几位女性高级管理人员组成，未来将吸纳多元化的员工代表加入其中。委员会下设独立工作团队（AID团队），负责就员工涉及性骚扰和性侵犯领域的投诉举报事项进行调查，目前已开设举报邮箱和紧急援助热线。委员会还针对重大举报成立专案复议工作组，就调查出现的分歧进行复核，保障各方的合法权益。\n在制度层面，阿里将修订此前的《阿里巴巴集团商业行为准则》，完善反性骚扰、反性侵的相关内容。正在制定《阿里巴巴集团反性骚扰行为准则》，强化对性骚扰零容忍。此外还完善了与客户和合作伙伴交往的行为准则，并明确性骚扰、性侵犯等恶性事件的投诉响应和应急处置机制，确保举报通道畅通。\n此外，阿里巴巴还着手建立一系列常态工作机制，已成立ALI-WE（反陋习小组），对集中反映的不当工作方式自查自清，包括但不限于酒桌陋习、低俗玩笑等在工作场合让员工感到不适的方式。内部信还强调，“无条件支持员工拒绝劝酒等行为”。性别平等和健康职场文化也将纳入到企业年度环境社会治理（ESG）评估报告中。\n据了解，阿里巴巴还将定期组织反性骚扰和自我保护的员工培训。已开通健康咨询和法律援助热线，为员工提供必要的支持和帮助。\n这是女员工举报被侵害事件以来，阿里巴巴第二次公布进展。8月9日凌晨5点，阿里宣布了阶段性调查结果和处理决定。\n全员公告中说，“最好的反思是行动。打造风清气正的阿里巴巴，每个人都是一号位。营造彼此尊重的工作环境，是我们共同的责任”，并号召阿里人共同加入行动中。","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465431827100262","authorId":"3465431827100262","name":"25d459fd","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3465431827100262","authorIdStr":"3465431827100262"},"content":"你的文化水平理解不了这些词汇吧。多看看中内外新闻稿","text":"你的文化水平理解不了这些词汇吧。多看看中内外新闻稿","html":"你的文化水平理解不了这些词汇吧。多看看中内外新闻稿"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837651661,"gmtCreate":1629886140453,"gmtModify":1633681720268,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"为啥不起飞？","listText":"为啥不起飞？","text":"为啥不起飞？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837651661","repostId":"1105909453","repostType":4,"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894184351,"gmtCreate":1628811958273,"gmtModify":1633689357063,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"[眼眼]&nbsp;","listText":"[眼眼]&nbsp;","text":"[眼眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/894184351","repostId":"1131215562","repostType":4,"repost":{"id":"1131215562","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":1628810614,"share":"https://www.laohu8.com/m/news/1131215562?lang=&edition=full","pubTime":"2021-08-13 07:23","market":"hk","language":"zh","title":"李宁上半年净利润19.62亿元，同比增长187%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131215562","media":"老虎资讯综合","summary":"8月13日早间，李宁在港交所发布公告，截至2021年6月30日止六个月，收入上升65%至101.97亿元人民币；毛利率上升6.4个百分点至55.9%；经营杠杆增强，带动经营利润率上升10.4个百分点至","content":"<p>8月13日早间，<a href=\"https://laohu8.com/S/02331\">李宁</a>在港交所发布公告，截至2021年6月30日止六个月，收入上升65%至101.97亿元人民币；毛利率上升6.4个百分点至55.9%；经营杠杆增强，带动经营利润率上升10.4个百分点至24.9%；权益持有人应占净溢利上升187%至19.62亿元人民币，净利率由11.1%提高至19.2%；经营现金流增长超过590%至33.25亿元人民币。运营资金状况持续显著改善，平均运营资金总额改善(下降)超过10%，收入上升65%。现金循环周期进一步改善(缩短)17天(2020上半年：30天╱2021上半年：13天)。</p>\n<p><img src=\"https://static.tigerbbs.com/13dbed8c0b830ed82680e8c124151469\" tg-width=\"596\" tg-height=\"708\" referrerpolicy=\"no-referrer\"></p>\n<p>报告期间，整体零售流水(包括线上及线下)录得90%-100%低段增长。渠道库存录得中单位数下降，库龄结构改善，尽管上述零售流水扩张，库存周转仍大幅改善。新品线下零售流水加速录得90%-100%中段增长：终端零售折扣改善录得高单位数个百分点；售罄率：6个月及3个月均改善约21个百分点。</p>\n<p>2021年上半年，集团根据消费者的个性化需求，持续优化营销策略，务求提升顾客的消费体验，进一步聚焦李宁式体验价值。与此同时，为了强化品牌及产品内核，集团致力打造专业口碑，紧贴潮流，与时俱进。随着科技研发、设计能力、产品质量等多方面的提升，国产品牌受到国内消费者的关注与认同。受益于此，过去半年，集团主要运营指标显著优化，收入大幅增长，盈利能力进一步提升。截至2021年6月30日，李宁牌(包含李宁核心品牌及李宁YOUNG)常规店、旗舰店、中国李宁时尚店、工厂店、多品牌集合店的销售点数量为6,745个，较2020年12月31日净减188个；经销商63家(包括中国李宁时尚店渠道)，较2020年12月31日净减2家。</p>\n<p>报告期内，集团收入较2020年同期上升65.0%，增幅显著。本期，得益于中国政府的有效疫情防控，国内疫情形势相对稳定，集团针对疫情期间的各项销售改善举措持续获得回报。同时，得益于国内消费者对健康生活的要求提升、对国产运动品牌的充分肯定和大力支持，集团2021年上半年各渠道收入均录得可喜成绩：(1)直营店铺大多建立在国内二线以上城市，去年同期受疫情影响尤为明显。本期，随着疫情受到有效控制，及消费者对国产品牌的青睐，线下终端销售获得较快的复苏，直接经营销售流水大幅增加88.5%；(2)电子商务渠道是消费者需求的快速反应渠道，近年来不断在该渠道及产品的投入与建设获得了消费者的认可，本期收入亦获得77.8%的高速增长；及(3)由于销售流水显著增加，使特许经销商订货量大幅增加，从而销售收入增长47.7%，凸显经销商对国内市场及品牌的信心。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\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李宁上半年净利润19.62亿元，同比增长187%\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\">2021-08-13 07:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月13日早间，<a href=\"https://laohu8.com/S/02331\">李宁</a>在港交所发布公告，截至2021年6月30日止六个月，收入上升65%至101.97亿元人民币；毛利率上升6.4个百分点至55.9%；经营杠杆增强，带动经营利润率上升10.4个百分点至24.9%；权益持有人应占净溢利上升187%至19.62亿元人民币，净利率由11.1%提高至19.2%；经营现金流增长超过590%至33.25亿元人民币。运营资金状况持续显著改善，平均运营资金总额改善(下降)超过10%，收入上升65%。现金循环周期进一步改善(缩短)17天(2020上半年：30天╱2021上半年：13天)。</p>\n<p><img src=\"https://static.tigerbbs.com/13dbed8c0b830ed82680e8c124151469\" tg-width=\"596\" tg-height=\"708\" referrerpolicy=\"no-referrer\"></p>\n<p>报告期间，整体零售流水(包括线上及线下)录得90%-100%低段增长。渠道库存录得中单位数下降，库龄结构改善，尽管上述零售流水扩张，库存周转仍大幅改善。新品线下零售流水加速录得90%-100%中段增长：终端零售折扣改善录得高单位数个百分点；售罄率：6个月及3个月均改善约21个百分点。</p>\n<p>2021年上半年，集团根据消费者的个性化需求，持续优化营销策略，务求提升顾客的消费体验，进一步聚焦李宁式体验价值。与此同时，为了强化品牌及产品内核，集团致力打造专业口碑，紧贴潮流，与时俱进。随着科技研发、设计能力、产品质量等多方面的提升，国产品牌受到国内消费者的关注与认同。受益于此，过去半年，集团主要运营指标显著优化，收入大幅增长，盈利能力进一步提升。截至2021年6月30日，李宁牌(包含李宁核心品牌及李宁YOUNG)常规店、旗舰店、中国李宁时尚店、工厂店、多品牌集合店的销售点数量为6,745个，较2020年12月31日净减188个；经销商63家(包括中国李宁时尚店渠道)，较2020年12月31日净减2家。</p>\n<p>报告期内，集团收入较2020年同期上升65.0%，增幅显著。本期，得益于中国政府的有效疫情防控，国内疫情形势相对稳定，集团针对疫情期间的各项销售改善举措持续获得回报。同时，得益于国内消费者对健康生活的要求提升、对国产运动品牌的充分肯定和大力支持，集团2021年上半年各渠道收入均录得可喜成绩：(1)直营店铺大多建立在国内二线以上城市，去年同期受疫情影响尤为明显。本期，随着疫情受到有效控制，及消费者对国产品牌的青睐，线下终端销售获得较快的复苏，直接经营销售流水大幅增加88.5%；(2)电子商务渠道是消费者需求的快速反应渠道，近年来不断在该渠道及产品的投入与建设获得了消费者的认可，本期收入亦获得77.8%的高速增长；及(3)由于销售流水显著增加，使特许经销商订货量大幅增加，从而销售收入增长47.7%，凸显经销商对国内市场及品牌的信心。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/36c94c5afd401e5546b2679333bd30b1","relate_stocks":{"02331":"李宁"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131215562","content_text":"8月13日早间，李宁在港交所发布公告，截至2021年6月30日止六个月，收入上升65%至101.97亿元人民币；毛利率上升6.4个百分点至55.9%；经营杠杆增强，带动经营利润率上升10.4个百分点至24.9%；权益持有人应占净溢利上升187%至19.62亿元人民币，净利率由11.1%提高至19.2%；经营现金流增长超过590%至33.25亿元人民币。运营资金状况持续显著改善，平均运营资金总额改善(下降)超过10%，收入上升65%。现金循环周期进一步改善(缩短)17天(2020上半年：30天╱2021上半年：13天)。\n\n报告期间，整体零售流水(包括线上及线下)录得90%-100%低段增长。渠道库存录得中单位数下降，库龄结构改善，尽管上述零售流水扩张，库存周转仍大幅改善。新品线下零售流水加速录得90%-100%中段增长：终端零售折扣改善录得高单位数个百分点；售罄率：6个月及3个月均改善约21个百分点。\n2021年上半年，集团根据消费者的个性化需求，持续优化营销策略，务求提升顾客的消费体验，进一步聚焦李宁式体验价值。与此同时，为了强化品牌及产品内核，集团致力打造专业口碑，紧贴潮流，与时俱进。随着科技研发、设计能力、产品质量等多方面的提升，国产品牌受到国内消费者的关注与认同。受益于此，过去半年，集团主要运营指标显著优化，收入大幅增长，盈利能力进一步提升。截至2021年6月30日，李宁牌(包含李宁核心品牌及李宁YOUNG)常规店、旗舰店、中国李宁时尚店、工厂店、多品牌集合店的销售点数量为6,745个，较2020年12月31日净减188个；经销商63家(包括中国李宁时尚店渠道)，较2020年12月31日净减2家。\n报告期内，集团收入较2020年同期上升65.0%，增幅显著。本期，得益于中国政府的有效疫情防控，国内疫情形势相对稳定，集团针对疫情期间的各项销售改善举措持续获得回报。同时，得益于国内消费者对健康生活的要求提升、对国产运动品牌的充分肯定和大力支持，集团2021年上半年各渠道收入均录得可喜成绩：(1)直营店铺大多建立在国内二线以上城市，去年同期受疫情影响尤为明显。本期，随着疫情受到有效控制，及消费者对国产品牌的青睐，线下终端销售获得较快的复苏，直接经营销售流水大幅增加88.5%；(2)电子商务渠道是消费者需求的快速反应渠道，近年来不断在该渠道及产品的投入与建设获得了消费者的认可，本期收入亦获得77.8%的高速增长；及(3)由于销售流水显著增加，使特许经销商订货量大幅增加，从而销售收入增长47.7%，凸显经销商对国内市场及品牌的信心。","news_type":1},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897706902,"gmtCreate":1628983625406,"gmtModify":1633688248593,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"有什么用呢","listText":"有什么用呢","text":"有什么用呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897706902","repostId":"1100243251","repostType":4,"repost":{"id":"1100243251","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":1628935539,"share":"https://www.laohu8.com/m/news/1100243251?lang=&edition=full","pubTime":"2021-08-14 18:05","market":"us","language":"zh","title":"传小红书开始新一轮融资，估值超100亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1100243251","media":"老虎资讯综合","summary":"小红书此前已经完成六轮融资，最新一轮融资在今年上半年。","content":"<p>据财经杂志报道，近日，多位接近小红书的投资人告诉记者，小红书已经开始新一轮融资，估值超过100亿美元。小红书此前已经完成六轮融资，最新一轮融资在今年上半年，小红书并未对外披露这一轮融资，前述投资人称，当时估值是60亿美元左右。</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>传小红书开始新一轮融资，估值超100亿美元</title>\n<style 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18:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据财经杂志报道，近日，多位接近小红书的投资人告诉记者，小红书已经开始新一轮融资，估值超过100亿美元。小红书此前已经完成六轮融资，最新一轮融资在今年上半年，小红书并未对外披露这一轮融资，前述投资人称，当时估值是60亿美元左右。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cec2264fc35e6e89a4846187d3ab20a4","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100243251","content_text":"据财经杂志报道，近日，多位接近小红书的投资人告诉记者，小红书已经开始新一轮融资，估值超过100亿美元。小红书此前已经完成六轮融资，最新一轮融资在今年上半年，小红书并未对外披露这一轮融资，前述投资人称，当时估值是60亿美元左右。","news_type":1},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146930044,"gmtCreate":1626048390688,"gmtModify":1633930735698,"author":{"id":"3585896966785401","authorId":"3585896966785401","name":"xxmm332244","avatar":"https://static.tigerbbs.com/b0fc3c0aec872232bf3a880795e6d919","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585896966785401","authorIdStr":"3585896966785401"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] 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10:29","market":"hk","language":"zh","title":"中国公司全球化周报｜小米首次位列东南亚市场智能手机出货量第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2159219958","media":"36氪出海","summary":"值得关注的中国公司全球化大事件小米首次位列东南亚市场智能手机出货量第一。36氪获悉，根据市场调研机构 Canalys 日前发布的报告，2021年 Q2，小米首次成为了东南亚地区智能手机出货量排名第一的厂商，以22%的市场份额和107%的年增长率排名东南亚地区首位。小马智行暂缓 SPAC 赴美上市计划。据悉，新资金将用于进一步开拓土耳其市场，以及布局全球市场。报告称2040年全球新车销售电动汽车将占三分之二。","content":"<html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/13880730515/0\"/><p><strong>- Aug. 14, 2021 -</strong></p><p><strong>聚焦中国公司全球化大事、提供世界各地最新创投新闻；致力于消除信息差，让读者将本周最值得关注的大事件尽收眼底。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/12750934862/0\"/><p><strong>值得关注的中国公司全球化大事件</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/12750934861/0\"/><p><strong>小米首次位列东南亚市场智能手机出货量第一。</strong><a href=\"https://laohu8.com/S/KRKR\">36氪</a>获悉，根据市场调研机构 Canalys 日前发布的报告，2021年 Q2，小米首次成为了东南亚地区智能手机出货量排名第一的厂商，以22%的市场份额和107%的年增长率排名东南亚地区首位。</p><p><strong>Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>：7月<a href=\"https://laohu8.com/S/DYIN\">抖音</a>及 TikTok 蝉联全球移动应用（非游戏）下载榜冠军。</strong>36氪获悉，Sensor Tower 显示，2021年7月抖音及 TikTok 以超过6300万下载量，蝉联全球移动应用（非游戏）下载榜冠军。</p><p><strong>小马智行暂缓 SPAC 赴美上市计划。</strong>据<a href=\"https://laohu8.com/S/SINA\">新浪</a>科技报道，自动驾驶初创公司小马智行已经暂缓了通过 SPAC 赴美上市的计划，但公司仍希望赴美上市。此外，有消息称，小马智行拟通过私募融资，在新一轮融资中筹集5亿-10亿美元。</p><p><strong>2021年前7月进出口总值同比增长24.5%，我国外贸稳定增长态势巩固。</strong>据经济日报报道，海关总署8月7日发布数据显示，前7个月，我国进出口总值21.34万亿元，同比增长24.5%，比2019年同期增长22.3%。其中，出口11.66万亿元，同比增长24.5%；进口9.68万亿元，同比增24.4%。</p><p>本周必读出海精品文章</p><p>一条存在20年的赛道，正在变成红海市场与资本战场。作为基础设施的跨境电商出口物流“一夜翻红”。资本及巨头们都希望制造出跨境电商物流领域的“三通一达”。仅2021年，递一物流、Speedaf 速达非、跨境好运等先后获得千万级别甚至数亿融资；<a href=\"https://laohu8.com/S/603128\">华贸物流</a>、菜鸟网络加速“拉拢”跨境电商物流服务商；百世、顺丰、<a href=\"https://laohu8.com/S/02618\">京东物流</a>等加注海外业务。究竟当下行业形势如何？产业链如何划分？赛道有哪些业务模式？运营商分别有何特质？为了解答这些疑虑，36氪出海盘点了部分代表性企业，希望为正在关注跨境电商出口物流的读者们提供一些有参考价值的信息。</p><p>自疫情推动全球电商爆发式增长后，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>并购运营公司不断涌现，并迅速成为资本青睐的热门赛道。从2020年3月至今年8月，这一赛道的公司已经在全球募集超过71.75亿美元的资金。36氪出海获悉，日前，来自欧洲的亚马逊并购运营公司 SellerX 完成了1亿欧元的融资。这是迄今为止，欧洲亚马逊并购运营公司中最大的单笔股权融资。SellerX 成立于2020年，公司注重多平台发展及品牌发展，致力于将旗下涵盖多个品类的30多个消费品品牌纵向整合，通过过往运营经验进一步扩大现有品牌规模。</p><p>全球新经济大事件</p><p><strong>土耳其电商巨头 Trendyol 完成15亿美元融</strong><strong>资，估值达165亿美元。</strong>据 TechCrunch 报道，本轮融资的投资方包括 General Atlantic、软银愿景基金2期 和 Qatar Investment Authority 等。据悉，新资金将用于进一步开拓土耳其市场，以及布局全球市场。</p><p><strong>越南互联网巨头 VNG 计划通过 SPAC 赴美上市。</strong>据 Tech in Asia 报道，VNG 计划通过 SPAC 赴美上市，估值或达20亿至30亿美元。VNG 成立于2004年，是越南最大的互联网公司之一。</p><p><strong>英国外卖平台 Deliveroo 获德国竞争对手入股：股价涨超10%。</strong>据新浪科技报道，Deliveroo 宣布获得德国竞争对手 Delivery Hero 买入该公司5.09%的股份后，其股价周一大涨逾10%。Deliveroo 的市值约为80亿欧元，因此这笔投资价值约为4亿欧元。</p><p><strong>报告称2040年全球新车销售电动汽车将占三分之二。</strong>据新浪财经报道，一份最新报告预测，到2040年，全球乘用电动汽车的销售预计将从2020年的300万辆增至6600万辆。这意味着2040年全球销售的乘用车中，有三分之二以上将是电动汽车。</p><p>文｜余思航</p><p>图｜图虫</p></article></body></html>","source":"tencent","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>中国公司全球化周报｜小米首次位列东南亚市场智能手机出货量第一</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中国公司全球化周报｜小米首次位列东南亚市场智能手机出货量第一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 10:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108141032507c2e082e&s=b><strong>36氪出海</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>- Aug. 14, 2021 -聚焦中国公司全球化大事、提供世界各地最新创投新闻；致力于消除信息差，让读者将本周最值得关注的大事件尽收眼底。值得关注的中国公司全球化大事件小米首次位列东南亚市场智能手机出货量第一。36氪获悉，根据市场调研机构 Canalys 日前发布的报告，2021年 Q2，小米首次成为了东南亚地区智能手机出货量排名第一的厂商，以22%的市场份额和107%的年增长率排名东南亚地区...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108141032507c2e082e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/523577f376ad45e2d0b28eb9173ccb28","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108141032507c2e082e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2159219958","content_text":"- Aug. 14, 2021 -聚焦中国公司全球化大事、提供世界各地最新创投新闻；致力于消除信息差，让读者将本周最值得关注的大事件尽收眼底。值得关注的中国公司全球化大事件小米首次位列东南亚市场智能手机出货量第一。36氪获悉，根据市场调研机构 Canalys 日前发布的报告，2021年 Q2，小米首次成为了东南亚地区智能手机出货量排名第一的厂商，以22%的市场份额和107%的年增长率排名东南亚地区首位。Sensor Tower：7月抖音及 TikTok 蝉联全球移动应用（非游戏）下载榜冠军。36氪获悉，Sensor Tower 显示，2021年7月抖音及 TikTok 以超过6300万下载量，蝉联全球移动应用（非游戏）下载榜冠军。小马智行暂缓 SPAC 赴美上市计划。据新浪科技报道，自动驾驶初创公司小马智行已经暂缓了通过 SPAC 赴美上市的计划，但公司仍希望赴美上市。此外，有消息称，小马智行拟通过私募融资，在新一轮融资中筹集5亿-10亿美元。2021年前7月进出口总值同比增长24.5%，我国外贸稳定增长态势巩固。据经济日报报道，海关总署8月7日发布数据显示，前7个月，我国进出口总值21.34万亿元，同比增长24.5%，比2019年同期增长22.3%。其中，出口11.66万亿元，同比增长24.5%；进口9.68万亿元，同比增24.4%。本周必读出海精品文章一条存在20年的赛道，正在变成红海市场与资本战场。作为基础设施的跨境电商出口物流“一夜翻红”。资本及巨头们都希望制造出跨境电商物流领域的“三通一达”。仅2021年，递一物流、Speedaf 速达非、跨境好运等先后获得千万级别甚至数亿融资；华贸物流、菜鸟网络加速“拉拢”跨境电商物流服务商；百世、顺丰、京东物流等加注海外业务。究竟当下行业形势如何？产业链如何划分？赛道有哪些业务模式？运营商分别有何特质？为了解答这些疑虑，36氪出海盘点了部分代表性企业，希望为正在关注跨境电商出口物流的读者们提供一些有参考价值的信息。自疫情推动全球电商爆发式增长后，亚马逊并购运营公司不断涌现，并迅速成为资本青睐的热门赛道。从2020年3月至今年8月，这一赛道的公司已经在全球募集超过71.75亿美元的资金。36氪出海获悉，日前，来自欧洲的亚马逊并购运营公司 SellerX 完成了1亿欧元的融资。这是迄今为止，欧洲亚马逊并购运营公司中最大的单笔股权融资。SellerX 成立于2020年，公司注重多平台发展及品牌发展，致力于将旗下涵盖多个品类的30多个消费品品牌纵向整合，通过过往运营经验进一步扩大现有品牌规模。全球新经济大事件土耳其电商巨头 Trendyol 完成15亿美元融资，估值达165亿美元。据 TechCrunch 报道，本轮融资的投资方包括 General Atlantic、软银愿景基金2期 和 Qatar Investment Authority 等。据悉，新资金将用于进一步开拓土耳其市场，以及布局全球市场。越南互联网巨头 VNG 计划通过 SPAC 赴美上市。据 Tech in Asia 报道，VNG 计划通过 SPAC 赴美上市，估值或达20亿至30亿美元。VNG 成立于2004年，是越南最大的互联网公司之一。英国外卖平台 Deliveroo 获德国竞争对手入股：股价涨超10%。据新浪科技报道，Deliveroo 宣布获得德国竞争对手 Delivery Hero 买入该公司5.09%的股份后，其股价周一大涨逾10%。Deliveroo 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