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钞能感应赚一个亿
11-14
如果在坚持最初的判断,应该都是红色才对
钞能感应赚一个亿
11-14
目标赚一个亿
钞能感应赚一个亿
11-11
$特斯拉(TSLA)$
物极必反,到头了。
钞能感应赚一个亿
11-01
小打小闹,持续上涨。
钞能感应赚一个亿
04-27
$茶百道(02555)$
你一个卖水的,上什么市,看跌,暴跌
钞能感应赚一个亿
04-16
$茶百道(02555)$
上市后可以长期做空
@价值投资为王:茶百道能打吗?
钞能感应赚一个亿
2023-07-15
$特斯拉(TSLA)$
抬头过高,没支撑点
钞能感应赚一个亿
2023-07-11
$比亚迪(002594)$
今天立帖为证,次股不跌,天理难容!
钞能感应赚一个亿
2023-07-05
$特斯拉(TSLA)$
可以跌了
钞能感应赚一个亿
2022-10-03
我的规矩就是规矩
酱油是海克斯科技?海天味业回应添加剂争议:使用及标识符合法规
钞能感应赚一个亿
2022-10-01
$海天味业(603288)$
海天不跌天理难容
钞能感应赚一个亿
2021-08-06
堂下何人状告本官
抱歉,原内容已删除
去老虎APP查看更多动态
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而奈雪的茶属于直营模式,需要承担店铺的各项成本,压力较大,盈利能力低,上市时仍是亏损状态。 另外,今年前3月,港股共有12支新股上市,其中,上市首日上涨的个股有8家,平盘1家,下跌的只有3个: 由此来看,港股IPO市场有所回暖,加上茶百道发行估值不算离谱,打新有一定的机会。 但展望长期,茶百道已经过了快速增长期,而且在招股书中,公司称今年1-2月的零售额为25.44亿,与去年同月相比,“录得收入与毛利一致增加”。 这个描述相对奇怪,并没有直接说数字,或许是不太亮眼吧,因此,长期持有茶百道还是有风险的。 <a href=\"https://laohu8.com/S/02555\">$茶百道(02555)$</a> <a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>","text":"“新式茶饮第二股”茶百道今日开启招股,发行价17.5港币,每手/200股,预计4月23日上市。 关于茶百道的基本面,我在此前的文章《卖奶茶不赚钱,割加盟商才是王道!》中有过阐述,可以移步查看。 从发行市值来看,茶百道定价259亿港币,按照2023年11.5亿的净利润计算,市盈率为21倍。 对比茶百道2023年20%的净利润增速,IPO估值称不上贵。 由此来看,茶百道值得打新。 参考历史,新式茶饮第一股——奈雪的茶IPO首日下跌13.5%,这可能会让投资者望而生畏,但实际上,虽然两家公司都是卖奶茶的,但他们的商业模式并不相同,如茶百道99%的店铺是加盟而来,因此,茶百道并不直接卖奶茶赚钱,而是向加盟商销售原材料赚钱,可以做到低成本、高盈利,且经营风险较低。 而奈雪的茶属于直营模式,需要承担店铺的各项成本,压力较大,盈利能力低,上市时仍是亏损状态。 另外,今年前3月,港股共有12支新股上市,其中,上市首日上涨的个股有8家,平盘1家,下跌的只有3个: 由此来看,港股IPO市场有所回暖,加上茶百道发行估值不算离谱,打新有一定的机会。 但展望长期,茶百道已经过了快速增长期,而且在招股书中,公司称今年1-2月的零售额为25.44亿,与去年同月相比,“录得收入与毛利一致增加”。 这个描述相对奇怪,并没有直接说数字,或许是不太亮眼吧,因此,长期持有茶百道还是有风险的。 $茶百道(02555)$ 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17:29","market":"sh","language":"zh","title":"酱油是海克斯科技?海天味业回应添加剂争议:使用及标识符合法规","url":"https://stock-news.laohu8.com/highlight/detail?id=2272902840","media":"澎湃新闻","summary":"“酱油茅”海天味业回应酱油添加剂争议。 10月1日,话题“海天味业回应酱油添加剂争议”登上微博热搜。9月30日晚间,“酱油茅”佛山市海天调味食品股份有限公司官方微博发布《严正声明》,回应近期发酵的食品添加剂争议。 海天味业表示,海天所有产品都严格按照《食品安全法》生产,并且随时接受国家及各级食品安全主管部门的常态化监督和检查。此外,所有产品中食品添加剂的使用及其标识均符合我国相关标准法规要求。","content":"<div>\n<p>“酱油茅”海天味业回应酱油添加剂争议。\n 10月1日,话题“海天味业回应酱油添加剂争议”登上微博热搜。9月30日晚间,“酱油茅”佛山市海天调味食品股份有限公司(海天味业,603288.SH)官方微博发布《严正声明》,回应近期发酵的食品添加剂争议。\n 海天味业表示,海天所有产品都严格按照《食品安全法》生产,并且随时接受国家及各级食品安全主管部门的常态化监督和检查。此外,所有产品中食品添加剂的使用...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2022-10-02/doc-imqqsmrp1308953.shtml\">Web Link</a>\n\n</div>\n","source":"sina","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 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10月1日,话题“海天味业回应酱油添加剂争议”登上微博热搜。9月30日晚间,“酱油茅”佛山市海天调味食品股份有限公司(海天味业,603288.SH)官方微博发布《严正声明》,回应近期发酵的食品添加剂争议。\n 海天味业表示,海天所有产品都严格按照《食品安全法》生产,并且随时接受国家及各级食品安全主管部门的常态化监督和检查。此外,所有产品中食品添加剂的使用...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2022-10-02/doc-imqqsmrp1308953.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"603288":"海天味业","BK0012":"证金概念","BK0196":"行业龙头","BK0175":"白马股","BK0226":"食品制造","BK0028":"国家队","BK0183":"MSCI概念"},"source_url":"https://finance.sina.com.cn/jjxw/2022-10-02/doc-imqqsmrp1308953.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2272902840","content_text":"“酱油茅”海天味业回应酱油添加剂争议。\n 10月1日,话题“海天味业回应酱油添加剂争议”登上微博热搜。9月30日晚间,“酱油茅”佛山市海天调味食品股份有限公司(海天味业,603288.SH)官方微博发布《严正声明》,回应近期发酵的食品添加剂争议。\n 海天味业表示,海天所有产品都严格按照《食品安全法》生产,并且随时接受国家及各级食品安全主管部门的常态化监督和检查。此外,所有产品中食品添加剂的使用及其标识均符合我国相关标准法规要求。\n 声明指出,部分短视频账号借“海克斯科技”“科技与狠活”话题,利用大众对于食品安全的关注制造焦虑和恐慌,在网络上制造并且散播谣言,妖魔化食品添加剂,黑化中国食品安全,甚至将“酱油致癌”“吃酱油掉头发”“坑害国人”等标签扣在海天产品身上,严重损害公司品牌形象,其言行已构成对公司名誉权的严重侵害。\n 海天味业表示,针对在事件中恶意造谣中伤海天品牌的短视频账号,公司已委派专业律师团队调查取证,必将恶意造谣者、传播者的法律责任追查到底。\n来源:海天味业官方微博\n 海天味业专营调味品,产品涵盖酱油、蚝油、酱、醋等百余品种,2022年半年报称公司年产值超200亿元,海天酱油的产销量连续25年列全国第一。\n 今年上半年,海天味业营收135.32亿元,同比(较上年同期)增长9.73%;归属于上市公司股东的净利润33.93亿元,同比增加1.21%;基本每股收益0.73元/股。\n 在海天味业2022年半年度业绩说明会上,海天味业董事长庞康坦言,从今年全年营收280亿元、利润74.7亿元的目标来看,“目前确实面临非常大的压力。”但庞康表示,下半年还有几个月时间,不会调整目标。\n 所谓“海克斯科技”,本是游戏用语,指魔法与科技的融合技术,后延伸到食品领域,多指使用食品添加剂制作的食物。\n 自媒体博主“辛吉飞”的视频中,利用一系列食品添加剂“还原”美食,“揭秘”食品行业“内幕”,如在鸡排里加保水剂和肉味香精,用边角料合成牛排等。另一个自媒体博主“刘怂”则以“一勺三花淡奶”走红,利用三花淡奶与水调配出奶白色的“羊汤”。\n 9月7日,中国食品报融媒体发布视频直指辛吉飞“贩卖焦虑”,视频内容部分失实、夸张演绎,反对“低价有罪论”。随后,关于食品添加剂的讨论愈演愈烈。\n 随着多位海外网友在社交平台晒出当地的海天牌酱油的配料表,公众对食品添加剂的关注,逐渐从餐饮行业转向调味品,还出现国内外配料表“双标”的争议,将这家酱油龙头上市公司推向风口浪尖。网友提供的日本、加拿大的海天酱油配料表显示不含添加剂,而国内的海天酱油则含有谷氨酸钠、甲苯酸钠、三氯蔗糖等食品添加剂。\n 中国疾控中心营养与食品安全所副所长王竹天曾在2008年接受采访称,食品添加剂在整个食品加工过程中几乎全都是存在的,它带来了色、香、味,以及延长保存期,在确保食品添加剂安全的情况下才会批准其加入食品中。而彼时,美国批准的食品添加剂近4000种,我国批准了约2000种食品添加剂,但其中有1000多种是香料,我国食品添加剂标准基本上接近国际食品法典委员会制定的国际标准。\n 截至9月30日,海天味业(603288.SH)收跌1.4%,报收82.82元,总市值3838亿元,今年以来股价已累计跌超12%。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:赵思远","news_type":1},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668611799,"gmtCreate":1664616048711,"gmtModify":1664616818456,"author":{"id":"3585915303249081","authorId":"3585915303249081","name":"钞能感应赚一个亿","avatar":"https://static.tigerbbs.com/d9d24100e8c642290eaa829c2f5eacea","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585915303249081","idStr":"3585915303249081"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/603288\">$海天味业(603288)$</a>海天不跌天理难容","listText":"<a 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对比茶百道2023年20%的净利润增速,IPO估值称不上贵。 由此来看,茶百道值得打新。 参考历史,新式茶饮第一股——奈雪的茶IPO首日下跌13.5%,这可能会让投资者望而生畏,但实际上,虽然两家公司都是卖奶茶的,但他们的商业模式并不相同,如茶百道99%的店铺是加盟而来,因此,茶百道并不直接卖奶茶赚钱,而是向加盟商销售原材料赚钱,可以做到低成本、高盈利,且经营风险较低。 而奈雪的茶属于直营模式,需要承担店铺的各项成本,压力较大,盈利能力低,上市时仍是亏损状态。 另外,今年前3月,港股共有12支新股上市,其中,上市首日上涨的个股有8家,平盘1家,下跌的只有3个: 由此来看,港股IPO市场有所回暖,加上茶百道发行估值不算离谱,打新有一定的机会。 但展望长期,茶百道已经过了快速增长期,而且在招股书中,公司称今年1-2月的零售额为25.44亿,与去年同月相比,“录得收入与毛利一致增加”。 这个描述相对奇怪,并没有直接说数字,或许是不太亮眼吧,因此,长期持有茶百道还是有风险的。 <a href=\"https://laohu8.com/S/02555\">$茶百道(02555)$</a> <a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>","listText":"“新式茶饮第二股”茶百道今日开启招股,发行价17.5港币,每手/200股,预计4月23日上市。 关于茶百道的基本面,我在此前的文章《<a href=\"https://www.laohu8.com/post/292967457345600\" target=\"_blank\">卖奶茶不赚钱,割加盟商才是王道!</a>》中有过阐述,可以移步查看。 从发行市值来看,茶百道定价259亿港币,按照2023年11.5亿的净利润计算,市盈率为21倍。 对比茶百道2023年20%的净利润增速,IPO估值称不上贵。 由此来看,茶百道值得打新。 参考历史,新式茶饮第一股——奈雪的茶IPO首日下跌13.5%,这可能会让投资者望而生畏,但实际上,虽然两家公司都是卖奶茶的,但他们的商业模式并不相同,如茶百道99%的店铺是加盟而来,因此,茶百道并不直接卖奶茶赚钱,而是向加盟商销售原材料赚钱,可以做到低成本、高盈利,且经营风险较低。 而奈雪的茶属于直营模式,需要承担店铺的各项成本,压力较大,盈利能力低,上市时仍是亏损状态。 另外,今年前3月,港股共有12支新股上市,其中,上市首日上涨的个股有8家,平盘1家,下跌的只有3个: 由此来看,港股IPO市场有所回暖,加上茶百道发行估值不算离谱,打新有一定的机会。 但展望长期,茶百道已经过了快速增长期,而且在招股书中,公司称今年1-2月的零售额为25.44亿,与去年同月相比,“录得收入与毛利一致增加”。 这个描述相对奇怪,并没有直接说数字,或许是不太亮眼吧,因此,长期持有茶百道还是有风险的。 <a href=\"https://laohu8.com/S/02555\">$茶百道(02555)$</a> <a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>","text":"“新式茶饮第二股”茶百道今日开启招股,发行价17.5港币,每手/200股,预计4月23日上市。 关于茶百道的基本面,我在此前的文章《卖奶茶不赚钱,割加盟商才是王道!》中有过阐述,可以移步查看。 从发行市值来看,茶百道定价259亿港币,按照2023年11.5亿的净利润计算,市盈率为21倍。 对比茶百道2023年20%的净利润增速,IPO估值称不上贵。 由此来看,茶百道值得打新。 参考历史,新式茶饮第一股——奈雪的茶IPO首日下跌13.5%,这可能会让投资者望而生畏,但实际上,虽然两家公司都是卖奶茶的,但他们的商业模式并不相同,如茶百道99%的店铺是加盟而来,因此,茶百道并不直接卖奶茶赚钱,而是向加盟商销售原材料赚钱,可以做到低成本、高盈利,且经营风险较低。 而奈雪的茶属于直营模式,需要承担店铺的各项成本,压力较大,盈利能力低,上市时仍是亏损状态。 另外,今年前3月,港股共有12支新股上市,其中,上市首日上涨的个股有8家,平盘1家,下跌的只有3个: 由此来看,港股IPO市场有所回暖,加上茶百道发行估值不算离谱,打新有一定的机会。 但展望长期,茶百道已经过了快速增长期,而且在招股书中,公司称今年1-2月的零售额为25.44亿,与去年同月相比,“录得收入与毛利一致增加”。 这个描述相对奇怪,并没有直接说数字,或许是不太亮眼吧,因此,长期持有茶百道还是有风险的。 $茶百道(02555)$ 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