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微道
2021-08-11
贾跃亭都有人买单 就别操心这个了
未卖一车却先被“卖身”,恒大汽车还有未来吗?
微道
2021-08-10
这篇挺不错
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微道
2021-07-24
自从周杰伦歌在qq音乐要钱直接卸载了 咪咕音乐免费很香
网易云回应市监总局反垄断监管
微道
2021-07-20
中国市场经得起考验 病毒在中国注定被干掉
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微道
2021-07-16
这篇文章不错,转发给大家看
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微道
2021-07-16
买国运吧
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微道
2021-06-24
美国放水放够了就可以收割其他国家了
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微道
2021-06-23
又是一个上市被干的股
每日优鲜递交红鲱鱼招股书,已获超额认购
微道
2021-06-22
想靠比特币发财的醒醒
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微道
2021-06-22
中国很多人只会眼红别人的成功却从不管别人背后的付出
揭秘董明珠:59亿财富从何而来
微道
2021-06-18
上市就做空它
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就别操心这个了","listText":"贾跃亭都有人买单 就别操心这个了","text":"贾跃亭都有人买单 就别操心这个了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/892473922","repostId":"1144086028","repostType":4,"repost":{"id":"1144086028","kind":"news","pubTimestamp":1628689184,"share":"https://www.laohu8.com/m/news/1144086028?lang=&edition=full","pubTime":"2021-08-11 21:39","market":"hk","language":"zh","title":"未卖一车却先被“卖身”,恒大汽车还有未来吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1144086028","media":" iFeng科技","summary":"1.2018年~2020年,恒大汽车每年都在亏损,三年亏损总计近136亿元,今年上半年,预亏48亿元。\n2.恒大汽车早前发布了9款车型,但截至目前一车未卖。\n3.造车前期投入堪比无底洞,负债压力下,或","content":"<p><img src=\"https://static.tigerbbs.com/0f519b4c609a501229a54c03bd35e7a4\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\">1.2018年~2020年,恒大汽车每年都在亏损,三年亏损总计近136亿元,今年上半年,预亏48亿元。</p>\n<p>2.恒大汽车早前发布了9款车型,但截至目前一车未卖。</p>\n<p>3.造车前期投入堪比无底洞,负债压力下,或许恒大集团的“弃车保帅”是最为明智的出路。</p>\n<p>或许,从某种意义上,恒大汽车实现了许家印在2018年时定下的战略规划:“开辟一条不同于世界上任何造车企业的新的造车路。”</p>\n<p>8月10日晚间,中国恒大发布公告称,目前正在与几家潜在的独立第三方投资者进行接触,探讨有关出售旗下部分资产,包括但不限于出售恒大新能源汽车及恒大物业集团的部分权益。</p>\n<p><img src=\"https://static.tigerbbs.com/36424a81bcf9890cac8d93cbcc1128ab\" tg-width=\"1080\" tg-height=\"803\" referrerpolicy=\"no-referrer\">就在前一天,恒大汽车发布了半年盈利预警,预计2021年上半年净亏损额48亿元,相较去年同期增长近96%。尽管亏损的原因主要由于拓展新能源汽车业务,需要进行固定资产、设备、技术研发等开支的投入,但是自2018年~2020年,恒大汽车每年都在亏损,三年亏损总计近136亿元。<img src=\"https://static.tigerbbs.com/41bf17b66c62795234e3ecf40aa78c6b\" tg-width=\"685\" tg-height=\"620\" referrerpolicy=\"no-referrer\">不仅如此,自2021年开始,恒大汽车的股价也一路高开低走,短短半年,便从最高点的72.45港元/股一路跌到近10港元/股,市值也从5000亿港元下跌到近1200亿港元,市值缩水数千亿。截至8月11日发稿,受恒大系整体利好影响,恒大汽车报价13.82港元,市值达到1350亿,有所增长。</p>\n<p>不管是许家印,还是深陷债务危机的恒大集团,想在恒大汽车上投入更多资金恐怕有些力不从心。2021年6月底,恒大集团有息负债额度总计达到近6000亿元,与2020年最高点相比,已经下降近3000亿元,但债务压力仍不容小觑。</p>\n<p>更何况就造车行业而言,前期的投入堪比无底洞,负债压力下,或许恒大集团的“弃车保帅”是最为明智的出路。</p>\n<p><b>被恒大拿来换钱“回血”?</b></p>\n<p>今年4月,恒大在上海车展期间,将其早前发布的9款车型进行了统一亮相,并公开表示,预计在2021年第四季度实现试生产,2022年开始进行大规模交付,2025年产销实现100万辆。另外,具有长寿命、高安全等性能的动力电池产品,也将于2021年下半年量产。</p>\n<p>按照此前恒大汽车首席财务官潘大荣的预测,恒大集团还将在2021年对恒大汽车投入90亿元进行造车,而随着汽车销量的增长,集团将不再对其进行投入,也可正常运营。</p>\n<p>反观造车新势力们,今年以来蔚来、理想、小鹏纷纷加大了研发投入,且均表示未来每年都会在研发投入上有所增加;小米也斥巨资进入造车领域,雷军更是做出未来10年投资100亿美元的计划;而当各大企业都在不遗余力的加大投入的时候,恒大汽车却在投入上“戛然而止”。</p>\n<p>有分析师表示,在很大程度上,恒大汽车缺乏知识产权的沉淀,很多技术、资质等汽车产业链的布局都是通过大手笔买来的,很难形成自己的核心壁垒。“恒大用房地产的模式造车,很难与汽车行业相融,再加上造车理念、行为方式的区别,要想在汽车行业获得一席之位并不容易。”上述分析师称。</p>\n<p>但许家印并不这么想。早在2018年,他就曾提出恒大汽车“换道超车”的战略部署:要把能买的核心技术、能买的企业都买来,如底盘、电池等;不能买、买不过来的,要推进全方面合作;与工程技术领域建立朋友圈;与全球五大汽车工程技术龙头达成合作等等。</p>\n<p>而在商业规划上,则计划同步研发15款车型,在全球建立10大整车生产基地,2~3年内,生产规模达到100万辆;10~15年内,超过500万辆。但计划赶不上变化,恒大汽车最终只有“被换道”的命运。</p>\n<p><b>谁来接盘恒大汽车?</b></p>\n<p>8月9日,在恒大发布公告前一天,一份疑似恒大合作企业名单流出,包含珠江投资、广州城投、越秀金控、华润、万科等央企正与恒大开展谈判。恒大方面对此向凤凰科技表示:暂不清楚具体细节,如果能与上述企业合作会非常开心,最终协议以公司公告为准。</p>\n<p>恒大汽车被出售,或许有助于安抚恒大集团债权人的心态,并且可以释放其未来流动性有所改善的信号。但对恒大汽车而言,却不是笔划算的买卖。</p>\n<p>2018年,当许家印没能促成恒大与贾跃亭FF的合作后,恒大汽车就成了许家印进入汽车领域的最后一张底牌。至此往后,恒大汽车开始围绕新能源汽车产业链进行收购。</p>\n<p>同年6月,恒大汽车以67.46亿港元收购香港时颖公司100%股份,间接获得Smart King公司(全资持有FF香港与FF美国)45%的股权,成为其第一大股东。三个月后又斥资近150亿元,收购汽车经销商广汇集团40%股份,成为其第二大股东,并打通后续经销商体系。</p>\n<p>不仅如此,恒大汽车还在2019年,相继收购了瑞典电动汽车公司NEVS、荷兰商用车轮毂电机驱动技术公司e-Traction等汽车产业链公司,进行相关技术的研发工作。</p>\n<p>在建厂方面,恒大汽车更是舍得投资。2019年分别投资1600亿元、1200亿元在广州南沙区及沈阳建设以新能源汽车为主的基地项目;2020年投资100亿,在上海建立恒大动力电机生产基地,年规划产能20万套电机,拟于2022年建成投产。</p>\n<p>但出手阔绰的恒大汽车,其实更像一个“空壳”,既没有自己的核心技术也没有车企的严谨。“哪有一家车企会同时发布9款车型?这已经违反了行业逻辑。”汽车领域分析师表示,成本很难在短期内消化下去。</p>\n<p>以造车新势力中的理想汽车为例,在2019年大规模量产后,仅有一款在售车型,2021年发布的理想ONE改款车型,也不过是在现款的基础上,对其自动驾驶辅助系统、增程电动系统等方面进行了系统性升级。</p>\n<p>可见多款车型同时发售,对任何一家造车企业而言,都不是件容易的事,更何况还是在没有量产的情况下,同时发布9款车型,无形中增加了多重压力。而对智能汽车行业来说,整个行业都处于加速发展的状态,今天的新款或许就会变成明天的旧款,停止产品的演进及更新便会成为“落后者”。</p>\n<p>而在成为“落后者”之前,恒大汽车必须要先把自己卖出去。</p>","source":"lsy1570585487130","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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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未卖一车却先被“卖身”,恒大汽车还有未来吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 21:39 北京时间 <a href=https://mp.weixin.qq.com/s/UNACQEWbdI5qafjKlcG6xw><strong> iFeng科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1.2018年~2020年,恒大汽车每年都在亏损,三年亏损总计近136亿元,今年上半年,预亏48亿元。\n2.恒大汽车早前发布了9款车型,但截至目前一车未卖。\n3.造车前期投入堪比无底洞,负债压力下,或许恒大集团的“弃车保帅”是最为明智的出路。\n或许,从某种意义上,恒大汽车实现了许家印在2018年时定下的战略规划:“开辟一条不同于世界上任何造车企业的新的造车路。”\n8月10日晚间,中国恒大发布公告称...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/UNACQEWbdI5qafjKlcG6xw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f519b4c609a501229a54c03bd35e7a4","relate_stocks":{"00708":"恒大汽车"},"source_url":"https://mp.weixin.qq.com/s/UNACQEWbdI5qafjKlcG6xw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144086028","content_text":"1.2018年~2020年,恒大汽车每年都在亏损,三年亏损总计近136亿元,今年上半年,预亏48亿元。\n2.恒大汽车早前发布了9款车型,但截至目前一车未卖。\n3.造车前期投入堪比无底洞,负债压力下,或许恒大集团的“弃车保帅”是最为明智的出路。\n或许,从某种意义上,恒大汽车实现了许家印在2018年时定下的战略规划:“开辟一条不同于世界上任何造车企业的新的造车路。”\n8月10日晚间,中国恒大发布公告称,目前正在与几家潜在的独立第三方投资者进行接触,探讨有关出售旗下部分资产,包括但不限于出售恒大新能源汽车及恒大物业集团的部分权益。\n就在前一天,恒大汽车发布了半年盈利预警,预计2021年上半年净亏损额48亿元,相较去年同期增长近96%。尽管亏损的原因主要由于拓展新能源汽车业务,需要进行固定资产、设备、技术研发等开支的投入,但是自2018年~2020年,恒大汽车每年都在亏损,三年亏损总计近136亿元。不仅如此,自2021年开始,恒大汽车的股价也一路高开低走,短短半年,便从最高点的72.45港元/股一路跌到近10港元/股,市值也从5000亿港元下跌到近1200亿港元,市值缩水数千亿。截至8月11日发稿,受恒大系整体利好影响,恒大汽车报价13.82港元,市值达到1350亿,有所增长。\n不管是许家印,还是深陷债务危机的恒大集团,想在恒大汽车上投入更多资金恐怕有些力不从心。2021年6月底,恒大集团有息负债额度总计达到近6000亿元,与2020年最高点相比,已经下降近3000亿元,但债务压力仍不容小觑。\n更何况就造车行业而言,前期的投入堪比无底洞,负债压力下,或许恒大集团的“弃车保帅”是最为明智的出路。\n被恒大拿来换钱“回血”?\n今年4月,恒大在上海车展期间,将其早前发布的9款车型进行了统一亮相,并公开表示,预计在2021年第四季度实现试生产,2022年开始进行大规模交付,2025年产销实现100万辆。另外,具有长寿命、高安全等性能的动力电池产品,也将于2021年下半年量产。\n按照此前恒大汽车首席财务官潘大荣的预测,恒大集团还将在2021年对恒大汽车投入90亿元进行造车,而随着汽车销量的增长,集团将不再对其进行投入,也可正常运营。\n反观造车新势力们,今年以来蔚来、理想、小鹏纷纷加大了研发投入,且均表示未来每年都会在研发投入上有所增加;小米也斥巨资进入造车领域,雷军更是做出未来10年投资100亿美元的计划;而当各大企业都在不遗余力的加大投入的时候,恒大汽车却在投入上“戛然而止”。\n有分析师表示,在很大程度上,恒大汽车缺乏知识产权的沉淀,很多技术、资质等汽车产业链的布局都是通过大手笔买来的,很难形成自己的核心壁垒。“恒大用房地产的模式造车,很难与汽车行业相融,再加上造车理念、行为方式的区别,要想在汽车行业获得一席之位并不容易。”上述分析师称。\n但许家印并不这么想。早在2018年,他就曾提出恒大汽车“换道超车”的战略部署:要把能买的核心技术、能买的企业都买来,如底盘、电池等;不能买、买不过来的,要推进全方面合作;与工程技术领域建立朋友圈;与全球五大汽车工程技术龙头达成合作等等。\n而在商业规划上,则计划同步研发15款车型,在全球建立10大整车生产基地,2~3年内,生产规模达到100万辆;10~15年内,超过500万辆。但计划赶不上变化,恒大汽车最终只有“被换道”的命运。\n谁来接盘恒大汽车?\n8月9日,在恒大发布公告前一天,一份疑似恒大合作企业名单流出,包含珠江投资、广州城投、越秀金控、华润、万科等央企正与恒大开展谈判。恒大方面对此向凤凰科技表示:暂不清楚具体细节,如果能与上述企业合作会非常开心,最终协议以公司公告为准。\n恒大汽车被出售,或许有助于安抚恒大集团债权人的心态,并且可以释放其未来流动性有所改善的信号。但对恒大汽车而言,却不是笔划算的买卖。\n2018年,当许家印没能促成恒大与贾跃亭FF的合作后,恒大汽车就成了许家印进入汽车领域的最后一张底牌。至此往后,恒大汽车开始围绕新能源汽车产业链进行收购。\n同年6月,恒大汽车以67.46亿港元收购香港时颖公司100%股份,间接获得Smart King公司(全资持有FF香港与FF美国)45%的股权,成为其第一大股东。三个月后又斥资近150亿元,收购汽车经销商广汇集团40%股份,成为其第二大股东,并打通后续经销商体系。\n不仅如此,恒大汽车还在2019年,相继收购了瑞典电动汽车公司NEVS、荷兰商用车轮毂电机驱动技术公司e-Traction等汽车产业链公司,进行相关技术的研发工作。\n在建厂方面,恒大汽车更是舍得投资。2019年分别投资1600亿元、1200亿元在广州南沙区及沈阳建设以新能源汽车为主的基地项目;2020年投资100亿,在上海建立恒大动力电机生产基地,年规划产能20万套电机,拟于2022年建成投产。\n但出手阔绰的恒大汽车,其实更像一个“空壳”,既没有自己的核心技术也没有车企的严谨。“哪有一家车企会同时发布9款车型?这已经违反了行业逻辑。”汽车领域分析师表示,成本很难在短期内消化下去。\n以造车新势力中的理想汽车为例,在2019年大规模量产后,仅有一款在售车型,2021年发布的理想ONE改款车型,也不过是在现款的基础上,对其自动驾驶辅助系统、增程电动系统等方面进行了系统性升级。\n可见多款车型同时发售,对任何一家造车企业而言,都不是件容易的事,更何况还是在没有量产的情况下,同时发布9款车型,无形中增加了多重压力。而对智能汽车行业来说,整个行业都处于加速发展的状态,今天的新款或许就会变成明天的旧款,停止产品的演进及更新便会成为“落后者”。\n而在成为“落后者”之前,恒大汽车必须要先把自己卖出去。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896442474,"gmtCreate":1628603206498,"gmtModify":1628604397568,"author":{"id":"3586230365284911","authorId":"3586230365284911","name":"微道","avatar":"https://static.tigerbbs.com/11fd691ca5b977fe4aa30f4047596f7d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586230365284911","authorIdStr":"3586230365284911"},"themes":[],"htmlText":"这篇挺不错","listText":"这篇挺不错","text":"这篇挺不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896442474","repostId":"1135739902","repostType":4,"isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174266050,"gmtCreate":1627102229970,"gmtModify":1627102864472,"author":{"id":"3586230365284911","authorId":"3586230365284911","name":"微道","avatar":"https://static.tigerbbs.com/11fd691ca5b977fe4aa30f4047596f7d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586230365284911","authorIdStr":"3586230365284911"},"themes":[],"htmlText":"自从周杰伦歌在qq音乐要钱直接卸载了 咪咕音乐免费很香","listText":"自从周杰伦歌在qq音乐要钱直接卸载了 咪咕音乐免费很香","text":"自从周杰伦歌在qq音乐要钱直接卸载了 咪咕音乐免费很香","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174266050","repostId":"1135225174","repostType":4,"repost":{"id":"1135225174","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":1627098358,"share":"https://www.laohu8.com/m/news/1135225174?lang=&edition=full","pubTime":"2021-07-24 11:45","market":"us","language":"zh","title":"网易云回应市监总局反垄断监管","url":"https://stock-news.laohu8.com/highlight/detail?id=1135225174","media":"老虎资讯综合","summary":"针对市场监管总局责令腾讯解除网络音乐独家版权,网易云发公告称坚决支持国家市场监督管理总局处罚决定。网易云音乐认为,国家市场监督管理总局依法责令涉案公司解除网络音乐独家版权协议、停止高额预付金等版权费用","content":"<p>针对市场监管总局责令<a href=\"https://laohu8.com/S/00700\">腾讯</a>解除网络音乐独家版权,<a href=\"https://laohu8.com/S/NTES\">网易</a>云发公告称坚决支持国家市场监督管理总局处罚决定。网易云音乐认为,国家市场监督管理总局依法责令涉案公司解除网络音乐独家版权协议、停止高额预付金等版权费用支付方式、不得实施最惠国待遇条款等恢复市场竞争状态的措施,将持续改善中国网络音乐版权授权环境,引导版权价格回归理性,促进优秀音乐作品的广泛传播和用户音乐消费体验提升,推动产业接轨国际规则,提升我国音乐平台企业国际竞争力。</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>网易云回应市监总局反垄断监管</title>\n<style 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href=\"https://laohu8.com/S/NTES\">网易</a>云发公告称坚决支持国家市场监督管理总局处罚决定。网易云音乐认为,国家市场监督管理总局依法责令涉案公司解除网络音乐独家版权协议、停止高额预付金等版权费用支付方式、不得实施最惠国待遇条款等恢复市场竞争状态的措施,将持续改善中国网络音乐版权授权环境,引导版权价格回归理性,促进优秀音乐作品的广泛传播和用户音乐消费体验提升,推动产业接轨国际规则,提升我国音乐平台企业国际竞争力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fcabf75ca25b5c2a5767c559e42702f8","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","NTES":"网易","09999":"网易-S"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135225174","content_text":"针对市场监管总局责令腾讯解除网络音乐独家版权,网易云发公告称坚决支持国家市场监督管理总局处罚决定。网易云音乐认为,国家市场监督管理总局依法责令涉案公司解除网络音乐独家版权协议、停止高额预付金等版权费用支付方式、不得实施最惠国待遇条款等恢复市场竞争状态的措施,将持续改善中国网络音乐版权授权环境,引导版权价格回归理性,促进优秀音乐作品的广泛传播和用户音乐消费体验提升,推动产业接轨国际规则,提升我国音乐平台企业国际竞争力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171491847,"gmtCreate":1626754525389,"gmtModify":1626757962748,"author":{"id":"3586230365284911","authorId":"3586230365284911","name":"微道","avatar":"https://static.tigerbbs.com/11fd691ca5b977fe4aa30f4047596f7d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586230365284911","authorIdStr":"3586230365284911"},"themes":[],"htmlText":"中国市场经得起考验 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href=\"https://laohu8.com/S/MF\">$(MF)$</a>赴美IPO已获得超额认购。每日优鲜更新招股书显示,其IPO定价为13-16美元/ADS,现有股东中金、腾讯、美国长线基金Davis、元生、元璟均已认购。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26d35a88c8d9d9d46abd395d2bd24396","relate_stocks":{"MF":"每日优鲜"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109081443","content_text":"6月23日讯,据接近IPO的市场人士消息,自更新招股书以来,每日优鲜$(MF)$赴美IPO已获得超额认购。每日优鲜更新招股书显示,其IPO定价为13-16美元/ADS,现有股东中金、腾讯、美国长线基金Davis、元生、元璟均已认购。","news_type":1},"isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129125894,"gmtCreate":1624366147118,"gmtModify":1624370349301,"author":{"id":"3586230365284911","authorId":"3586230365284911","name":"微道","avatar":"https://static.tigerbbs.com/11fd691ca5b977fe4aa30f4047596f7d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586230365284911","authorIdStr":"3586230365284911"},"themes":[],"htmlText":"想靠比特币发财的醒醒","listText":"想靠比特币发财的醒醒","text":"想靠比特币发财的醒醒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129125894","repostId":"1165824329","repostType":4,"isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120470410,"gmtCreate":1624334962830,"gmtModify":1624335115100,"author":{"id":"3586230365284911","authorId":"3586230365284911","name":"微道","avatar":"https://static.tigerbbs.com/11fd691ca5b977fe4aa30f4047596f7d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586230365284911","authorIdStr":"3586230365284911"},"themes":[],"htmlText":"中国很多人只会眼红别人的成功却从不管别人背后的付出","listText":"中国很多人只会眼红别人的成功却从不管别人背后的付出","text":"中国很多人只会眼红别人的成功却从不管别人背后的付出","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120470410","repostId":"2145349460","repostType":4,"repost":{"id":"2145349460","kind":"highlight","pubTimestamp":1624320082,"share":"https://www.laohu8.com/m/news/2145349460?lang=&edition=full","pubTime":"2021-06-22 08:01","market":"sh","language":"zh","title":"揭秘董明珠:59亿财富从何而来","url":"https://stock-news.laohu8.com/highlight/detail?id=2145349460","media":"格隆汇","summary":"近10年分红超6亿元。","content":"<p><a href=\"https://laohu8.com/S/000651\">格力电器</a>的30亿元员工持股计划,因<b>“5折购股”、“董明珠一人独得3000万股”、“董大姐浮盈8亿”</b>等槽点,让中小投资者在互联网上炸了锅。</p>\n<p>有人说,董阿姨劳苦功高,在她的带领下,格力电器得以做大做强,就算直接给几个亿也不为过。</p>\n<p>更多的人认为,本次员工持股计划价格太低,董明珠分得比例太大,且业绩考核指标低,无异于给董明珠送钱。</p>\n<p>昨日,格力电器大幅低开,盘中跌幅一度接近5%,最终跌4.79%,以51.11元报收,<b>创下了今年年内新低。</b></p>\n<p>这份员工持股计划还需经过股东大会审议,届时,投资者可用自己手中的投票权表明自己的态度。方案一旦通过,董明珠的持股数将超过7400万股,跻身当前公司第七大股东。</p>\n<p>当大多数媒体都在探讨本次员工持股计划的合理性时,我们来帮大家梳理一下,董明珠是如何从一个职业经理人,变身公司前十大股东,并积累巨额财富的。</p>\n<h3><b>股改红利</b></h3>\n<p>从格力电器(000651.SZ)的业务员到公司“二把手”,董明珠用去了11年;从总经理到董事长、总裁一肩挑的“一把手”,她又等待了11年。</p>\n<p>但是,从2007年首次拿到过百万的年薪,到<b>跻身为公司前十名的重要股东,她只要了8年时间。</b></p>\n<p>董明珠有能力、有眼光、更有好运。</p>\n<p>年轻时,她在南京一家事业单位做着安稳的行政管理工作,如果不是丈夫病逝,她可能不会于1990年南下珠海。</p>\n<p>从事业单位到企业,董明珠如鱼得水,充分展露了自己女强人的性格,相继帮格力电器拿下安徽和南京市场。</p>\n<p>4年之后,她在格力电器最困难的时期,临危受命成为公司经营部部长,用自己强有力的市场手腕,让格力登上并稳坐国内空调市场的头把交椅。<img src=\"https://static.tigerbbs.com/88e9d31369989cd5ab50e51159505e9d\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\">1996年,格力电器在深交所主板上市。次年,作为销售公司经理的董明珠,在时任总经理朱江洪的提议下,获聘为公司副总经理。</p>\n<p>上市之前,董明珠只是以普通中层干部的身份,获得了500股格力电器股票。2001年,她成为公司总经理时,股票经几年分红转股,持股数也仅有5070股。</p>\n<p>直到格力电器实施股权分置改革,当时的管理层获得了红利。</p>\n<p>2005年,格力电器为股改配套了管理层股权激励,格力集团在自身持有的上市公司股票中划出2639万股,在3年内激励管理层。</p>\n<p>2005年-2007年,在朱江洪和董明珠的带领下,格力电器均超额完成业绩目标,董明珠分别分得150万股、250万股和226万股。这些股票的行权价格以各年度每股的净资产作为标准(每股价格分别为5.07元、3.87元和4.49元),相当于给管理层发放了一批原始股。拿到这些股份,董明珠合计耗资2700余万元。</p>\n<h3><b>大手笔分红</b></h3>\n<p>那么,董明珠又是如何将以上数百万股票变成如今的4000多万股的呢?</p>\n<p>长期关注格力电器的投资者都知道,公司业绩一直不错,分红亦相当慷慨。十多年前,格力电器不仅坚持高额现金分红,还经常公积金转股,以增加股本规模。</p>\n<p>2005年度,公司每10股送5股,到2006年末,董明珠的持股数已增至225.97万股。2008和2009年度,公司在现金分红的同时,连续实施10送5,到2010年,董明珠的持股数飙升至2114.88万股。</p>\n<p>2012年,一直提携董明珠的朱江洪退休,董明珠接过一把手之位,集董事长、总裁大权于一身。</p>\n<p>2014年,格力电器的分红方案惊为天人,不仅每10股派30元现金红利,同时10送10,董明珠的持股数倍增至超过4000万股。<img src=\"https://static.tigerbbs.com/fc9a978e11d6082f5ab0fb5fd7fbfab5\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\">始于2012年末的牛市,在3年之后终结。2015年的A股可谓惨烈异常,千股跌停频现。这一年,董明珠以15.83元-17.63元均价,增持格力电器140.7万股。</p>\n<p>随后的2016年和2017年,她分别增持49.8万股和17万股,将总持股数稳定在了4448.85万股。</p>\n<h3><b>一直不减持</b></h3>\n<p>作为格力电器最大的个人股东,董明珠没有减持过公司股票,这很大程度上体现出了她对自己和公司发展的信心。当然,她估计也不太缺钱,不需要通过股票套现来进行财务安排。</p>\n<p>2007年,董明珠从格力电器领取的薪酬首过百万,2009年增至210万,两年后一跃至475万,3年后达到720万,期间,薪酬略有调整,2018年领薪960万元。</p>\n<p>斑马消费初步计算,<b>最近十年,董明珠从格力电器领取的薪酬总额6928万元</b>(含税)。</p>\n<p>而相较于她所持股份获得的分红来说,从公司领取的薪酬只能算是毛毛雨。</p>\n<p>2011年,董明珠获得的股份分红首次过千万,此后,随着公司业绩的不断增长和其持股数的增多,她所获得的分红水涨船高。<img src=\"https://static.tigerbbs.com/3212467cb51fb6cce0898589d39d1321\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\">2014年度一次性获得现金分红超过6300万元;</p>\n<p>2018年和2019年度,公司分别实施10派21元和10派12元;</p>\n<p>2020年全年更是实施10派40元,仅此一年,董明珠就可获得现金分红1.78亿元。</p>\n<p><b>最近十年,董明珠累计获得的现金分红接近6亿元</b>(以上分红均为含税数据)。</p>\n<p>有了这些钱,董明珠确实没有卖股票的需要,直到她自己有了大额投资需求。</p>\n<p>2016年,在董明珠的力推之下,格力电器筹划收购珠海银隆进军新能源汽车领域,但这宗交易因中小股东的联合阻击而流产,董明珠为此在股东大会上当场发飙。</p>\n<p>董明珠一气之下,自己以个人身份投资银隆,为此,她质押了自己名下几乎全部格力电器股票。</p>\n<p>2021年,在格力电器股价上涨的推动下,<b>董明珠以59亿元身家,位列《胡润中国职业经理人榜》第31位。</b></p>","source":"gelonghui_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>揭秘董明珠:59亿财富从何而来</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n揭秘董明珠:59亿财富从何而来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 08:01 北京时间 <a href=http://www.gelonghui.com/p/471156><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格力电器的30亿元员工持股计划,因“5折购股”、“董明珠一人独得3000万股”、“董大姐浮盈8亿”等槽点,让中小投资者在互联网上炸了锅。\n有人说,董阿姨劳苦功高,在她的带领下,格力电器得以做大做强,就算直接给几个亿也不为过。\n更多的人认为,本次员工持股计划价格太低,董明珠分得比例太大,且业绩考核指标低,无异于给董明珠送钱。\n昨日,格力电器大幅低开,盘中跌幅一度接近5%,最终跌4.79%,以...</p>\n\n<a href=\"http://www.gelonghui.com/p/471156\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7fbe9ddf0c99060a7af233d1996d96b","relate_stocks":{"000651":"格力电器"},"source_url":"http://www.gelonghui.com/p/471156","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2145349460","content_text":"格力电器的30亿元员工持股计划,因“5折购股”、“董明珠一人独得3000万股”、“董大姐浮盈8亿”等槽点,让中小投资者在互联网上炸了锅。\n有人说,董阿姨劳苦功高,在她的带领下,格力电器得以做大做强,就算直接给几个亿也不为过。\n更多的人认为,本次员工持股计划价格太低,董明珠分得比例太大,且业绩考核指标低,无异于给董明珠送钱。\n昨日,格力电器大幅低开,盘中跌幅一度接近5%,最终跌4.79%,以51.11元报收,创下了今年年内新低。\n这份员工持股计划还需经过股东大会审议,届时,投资者可用自己手中的投票权表明自己的态度。方案一旦通过,董明珠的持股数将超过7400万股,跻身当前公司第七大股东。\n当大多数媒体都在探讨本次员工持股计划的合理性时,我们来帮大家梳理一下,董明珠是如何从一个职业经理人,变身公司前十大股东,并积累巨额财富的。\n股改红利\n从格力电器(000651.SZ)的业务员到公司“二把手”,董明珠用去了11年;从总经理到董事长、总裁一肩挑的“一把手”,她又等待了11年。\n但是,从2007年首次拿到过百万的年薪,到跻身为公司前十名的重要股东,她只要了8年时间。\n董明珠有能力、有眼光、更有好运。\n年轻时,她在南京一家事业单位做着安稳的行政管理工作,如果不是丈夫病逝,她可能不会于1990年南下珠海。\n从事业单位到企业,董明珠如鱼得水,充分展露了自己女强人的性格,相继帮格力电器拿下安徽和南京市场。\n4年之后,她在格力电器最困难的时期,临危受命成为公司经营部部长,用自己强有力的市场手腕,让格力登上并稳坐国内空调市场的头把交椅。1996年,格力电器在深交所主板上市。次年,作为销售公司经理的董明珠,在时任总经理朱江洪的提议下,获聘为公司副总经理。\n上市之前,董明珠只是以普通中层干部的身份,获得了500股格力电器股票。2001年,她成为公司总经理时,股票经几年分红转股,持股数也仅有5070股。\n直到格力电器实施股权分置改革,当时的管理层获得了红利。\n2005年,格力电器为股改配套了管理层股权激励,格力集团在自身持有的上市公司股票中划出2639万股,在3年内激励管理层。\n2005年-2007年,在朱江洪和董明珠的带领下,格力电器均超额完成业绩目标,董明珠分别分得150万股、250万股和226万股。这些股票的行权价格以各年度每股的净资产作为标准(每股价格分别为5.07元、3.87元和4.49元),相当于给管理层发放了一批原始股。拿到这些股份,董明珠合计耗资2700余万元。\n大手笔分红\n那么,董明珠又是如何将以上数百万股票变成如今的4000多万股的呢?\n长期关注格力电器的投资者都知道,公司业绩一直不错,分红亦相当慷慨。十多年前,格力电器不仅坚持高额现金分红,还经常公积金转股,以增加股本规模。\n2005年度,公司每10股送5股,到2006年末,董明珠的持股数已增至225.97万股。2008和2009年度,公司在现金分红的同时,连续实施10送5,到2010年,董明珠的持股数飙升至2114.88万股。\n2012年,一直提携董明珠的朱江洪退休,董明珠接过一把手之位,集董事长、总裁大权于一身。\n2014年,格力电器的分红方案惊为天人,不仅每10股派30元现金红利,同时10送10,董明珠的持股数倍增至超过4000万股。始于2012年末的牛市,在3年之后终结。2015年的A股可谓惨烈异常,千股跌停频现。这一年,董明珠以15.83元-17.63元均价,增持格力电器140.7万股。\n随后的2016年和2017年,她分别增持49.8万股和17万股,将总持股数稳定在了4448.85万股。\n一直不减持\n作为格力电器最大的个人股东,董明珠没有减持过公司股票,这很大程度上体现出了她对自己和公司发展的信心。当然,她估计也不太缺钱,不需要通过股票套现来进行财务安排。\n2007年,董明珠从格力电器领取的薪酬首过百万,2009年增至210万,两年后一跃至475万,3年后达到720万,期间,薪酬略有调整,2018年领薪960万元。\n斑马消费初步计算,最近十年,董明珠从格力电器领取的薪酬总额6928万元(含税)。\n而相较于她所持股份获得的分红来说,从公司领取的薪酬只能算是毛毛雨。\n2011年,董明珠获得的股份分红首次过千万,此后,随着公司业绩的不断增长和其持股数的增多,她所获得的分红水涨船高。2014年度一次性获得现金分红超过6300万元;\n2018年和2019年度,公司分别实施10派21元和10派12元;\n2020年全年更是实施10派40元,仅此一年,董明珠就可获得现金分红1.78亿元。\n最近十年,董明珠累计获得的现金分红接近6亿元(以上分红均为含税数据)。\n有了这些钱,董明珠确实没有卖股票的需要,直到她自己有了大额投资需求。\n2016年,在董明珠的力推之下,格力电器筹划收购珠海银隆进军新能源汽车领域,但这宗交易因中小股东的联合阻击而流产,董明珠为此在股东大会上当场发飙。\n董明珠一气之下,自己以个人身份投资银隆,为此,她质押了自己名下几乎全部格力电器股票。\n2021年,在格力电器股价上涨的推动下,董明珠以59亿元身家,位列《胡润中国职业经理人榜》第31位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":168440745,"gmtCreate":1623981918287,"gmtModify":1623982474794,"author":{"id":"3586230365284911","authorId":"3586230365284911","name":"微道","avatar":"https://static.tigerbbs.com/11fd691ca5b977fe4aa30f4047596f7d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586230365284911","authorIdStr":"3586230365284911"},"themes":[],"htmlText":"上市就做空它","listText":"上市就做空它","text":"上市就做空它","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/168440745","repostId":"2144723622","repostType":4,"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":120470410,"gmtCreate":1624334962830,"gmtModify":1624335115100,"author":{"id":"3586230365284911","authorId":"3586230365284911","name":"微道","avatar":"https://static.tigerbbs.com/11fd691ca5b977fe4aa30f4047596f7d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586230365284911","authorIdStr":"3586230365284911"},"themes":[],"htmlText":"中国很多人只会眼红别人的成功却从不管别人背后的付出","listText":"中国很多人只会眼红别人的成功却从不管别人背后的付出","text":"中国很多人只会眼红别人的成功却从不管别人背后的付出","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120470410","repostId":"2145349460","repostType":4,"isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892473922,"gmtCreate":1628687411066,"gmtModify":1628690910289,"author":{"id":"3586230365284911","authorId":"3586230365284911","name":"微道","avatar":"https://static.tigerbbs.com/11fd691ca5b977fe4aa30f4047596f7d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586230365284911","authorIdStr":"3586230365284911"},"themes":[],"htmlText":"贾跃亭都有人买单 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咪咕音乐免费很香","listText":"自从周杰伦歌在qq音乐要钱直接卸载了 咪咕音乐免费很香","text":"自从周杰伦歌在qq音乐要钱直接卸载了 咪咕音乐免费很香","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174266050","repostId":"1135225174","repostType":4,"repost":{"id":"1135225174","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":1627098358,"share":"https://www.laohu8.com/m/news/1135225174?lang=&edition=full","pubTime":"2021-07-24 11:45","market":"us","language":"zh","title":"网易云回应市监总局反垄断监管","url":"https://stock-news.laohu8.com/highlight/detail?id=1135225174","media":"老虎资讯综合","summary":"针对市场监管总局责令腾讯解除网络音乐独家版权,网易云发公告称坚决支持国家市场监督管理总局处罚决定。网易云音乐认为,国家市场监督管理总局依法责令涉案公司解除网络音乐独家版权协议、停止高额预付金等版权费用","content":"<p>针对市场监管总局责令<a href=\"https://laohu8.com/S/00700\">腾讯</a>解除网络音乐独家版权,<a href=\"https://laohu8.com/S/NTES\">网易</a>云发公告称坚决支持国家市场监督管理总局处罚决定。网易云音乐认为,国家市场监督管理总局依法责令涉案公司解除网络音乐独家版权协议、停止高额预付金等版权费用支付方式、不得实施最惠国待遇条款等恢复市场竞争状态的措施,将持续改善中国网络音乐版权授权环境,引导版权价格回归理性,促进优秀音乐作品的广泛传播和用户音乐消费体验提升,推动产业接轨国际规则,提升我国音乐平台企业国际竞争力。</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>网易云回应市监总局反垄断监管</title>\n<style 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