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江苏国资联合阿里等战投苏宁易购，获其16.96%股权
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零氪科技拟发行1082.5万股ADS，阿里健康等现有股东有意认购
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2021-07-02
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开盘：滴滴跌约9%，维珍银河涨超22%
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22:43","market":"us","language":"zh","title":"江苏国资联合阿里等战投苏宁易购，获其16.96%股权","url":"https://stock-news.laohu8.com/highlight/detail?id=1143687917","media":"老虎资讯综合","summary":"转让完成后，公司将处于无控股股东、无实控人状态。","content":"<p>7月5日晚，<a href=\"https://laohu8.com/S/002024\">苏宁易购</a>发布公告，<b>张近东及其一致行动人苏宁控股集团，股东苏宁电器集团拟将上市公司16.96%的股份转让给新新零售基金二期，协议转让标的股份的每股转让价格为人民币5.59元。</b>公告显示，新新零售基金二期由江苏省、南京市国资联合华泰证券资产管理有限公司，杭州阿里妈妈软件服务有限公司，以及重庆海尔家电销售有限公司、美的集团股份有限公司、TCL实业控股股份有限公司、小米科技有限公司等产业投资人参与，遵循市场化、法制化原则，履行属地责任，积极支持苏宁易购平稳健康发展。</p>\n<p>本次股份转让新引入的股东新新零售基金二期，出资人结构多元、优势互补，各方将积极推动苏宁易购进一步完善治理结构，提升上市公司科学决策能力，全面提升经营管理水平，建立更为科学的激励体系，助推向“零售服务商”转型的落地，提高上市公司资产和业务运营效率，推动公司长期战略的实施。</p>\n<p>本次股份转让有利于苏宁易购进一步整合优质资产和优质业务，与国有资本、产业资本实现资源互补、合作共赢。</p>\n<p>转让完成后，公司将处于无控股股东、无实控人状态。</p>\n<p>根据有关规定，公司股票将于2021年7月6日（星期二）开市起复牌。公司承诺，本公告披露之日起1个月内不再筹划重大资产重组。<img src=\"https://static.tigerbbs.com/efc418361a8f4ce41dc9c3faa6abebba\" tg-width=\"1074\" tg-height=\"2230\" referrerpolicy=\"no-referrer\"></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>江苏国资联合阿里等战投苏宁易购，获其16.96%股权</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江苏国资联合阿里等战投苏宁易购，获其16.96%股权\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\">2021-07-05 22:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月5日晚，<a href=\"https://laohu8.com/S/002024\">苏宁易购</a>发布公告，<b>张近东及其一致行动人苏宁控股集团，股东苏宁电器集团拟将上市公司16.96%的股份转让给新新零售基金二期，协议转让标的股份的每股转让价格为人民币5.59元。</b>公告显示，新新零售基金二期由江苏省、南京市国资联合华泰证券资产管理有限公司，杭州阿里妈妈软件服务有限公司，以及重庆海尔家电销售有限公司、美的集团股份有限公司、TCL实业控股股份有限公司、小米科技有限公司等产业投资人参与，遵循市场化、法制化原则，履行属地责任，积极支持苏宁易购平稳健康发展。</p>\n<p>本次股份转让新引入的股东新新零售基金二期，出资人结构多元、优势互补，各方将积极推动苏宁易购进一步完善治理结构，提升上市公司科学决策能力，全面提升经营管理水平，建立更为科学的激励体系，助推向“零售服务商”转型的落地，提高上市公司资产和业务运营效率，推动公司长期战略的实施。</p>\n<p>本次股份转让有利于苏宁易购进一步整合优质资产和优质业务，与国有资本、产业资本实现资源互补、合作共赢。</p>\n<p>转让完成后，公司将处于无控股股东、无实控人状态。</p>\n<p>根据有关规定，公司股票将于2021年7月6日（星期二）开市起复牌。公司承诺，本公告披露之日起1个月内不再筹划重大资产重组。<img src=\"https://static.tigerbbs.com/efc418361a8f4ce41dc9c3faa6abebba\" tg-width=\"1074\" tg-height=\"2230\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/64cd4e9d34d765eb6c97b06d579f7f39","relate_stocks":{"01810":"小米集团-W","BABA":"阿里巴巴","002024":"ST易购"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143687917","content_text":"7月5日晚，苏宁易购发布公告，张近东及其一致行动人苏宁控股集团，股东苏宁电器集团拟将上市公司16.96%的股份转让给新新零售基金二期，协议转让标的股份的每股转让价格为人民币5.59元。公告显示，新新零售基金二期由江苏省、南京市国资联合华泰证券资产管理有限公司，杭州阿里妈妈软件服务有限公司，以及重庆海尔家电销售有限公司、美的集团股份有限公司、TCL实业控股股份有限公司、小米科技有限公司等产业投资人参与，遵循市场化、法制化原则，履行属地责任，积极支持苏宁易购平稳健康发展。\n本次股份转让新引入的股东新新零售基金二期，出资人结构多元、优势互补，各方将积极推动苏宁易购进一步完善治理结构，提升上市公司科学决策能力，全面提升经营管理水平，建立更为科学的激励体系，助推向“零售服务商”转型的落地，提高上市公司资产和业务运营效率，推动公司长期战略的实施。\n本次股份转让有利于苏宁易购进一步整合优质资产和优质业务，与国有资本、产业资本实现资源互补、合作共赢。\n转让完成后，公司将处于无控股股东、无实控人状态。\n根据有关规定，公司股票将于2021年7月6日（星期二）开市起复牌。公司承诺，本公告披露之日起1个月内不再筹划重大资产重组。","news_type":1},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152652504,"gmtCreate":1625290140508,"gmtModify":1633941676527,"author":{"id":"4087371163339050","authorId":"4087371163339050","name":"Sky9292","avatar":"https://static.tigerbbs.com/e54cf3c218ba1e46c37cda7088208b4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371163339050","authorIdStr":"4087371163339050"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152652504","repostId":"2148167804","repostType":4,"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152008387,"gmtCreate":1625239179449,"gmtModify":1633942149155,"author":{"id":"4087371163339050","authorId":"4087371163339050","name":"Sky9292","avatar":"https://static.tigerbbs.com/e54cf3c218ba1e46c37cda7088208b4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371163339050","authorIdStr":"4087371163339050"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152008387","repostId":"2148875521","repostType":4,"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156745373,"gmtCreate":1625238514192,"gmtModify":1633942160027,"author":{"id":"4087371163339050","authorId":"4087371163339050","name":"Sky9292","avatar":"https://static.tigerbbs.com/e54cf3c218ba1e46c37cda7088208b4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371163339050","authorIdStr":"4087371163339050"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156745373","repostId":"2148719218","repostType":4,"repost":{"id":"2148719218","kind":"news","pubTimestamp":1625215067,"share":"https://www.laohu8.com/m/news/2148719218?lang=&edition=full","pubTime":"2021-07-02 16:37","market":"us","language":"zh","title":"零氪科技拟发行1082.5万股ADS，阿里健康等现有股东有意认购","url":"https://stock-news.laohu8.com/highlight/detail?id=2148719218","media":"资本邦","summary":"零氪科技是一家数据驱动、AI赋能的医疗科技公司。","content":"<p>7月2日，资本邦了解到，<b><a href=\"https://laohu8.com/S/LDOC\">零氪科技</a></b>发布更新后的招股书，计划发行1082.5万股ADS，代表4330万股A类普通股。IPO发行区间为17.5-19.5美元每ADS，计划在纳斯达克上市。</p><p>公司称，部分现有股东及其附属公司，以及第三方投资者有意认购总计1.15亿美元的ADS。其中现有股东<a href=\"https://laohu8.com/S/00241\">阿里健康</a>及蓝湖资本有意认购2500万美元。新投资者包括淡马锡、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>、Hudson Bay Capital和Sage Partners。</p><p>以IPO发行区间的中间值计算，公司预计此次发行所得收益净额约为1.827亿美元，若承销商完全行使超额配授权，则收益净额约2.106亿美元。</p><p>公司计划将此次IPO净收益的45%用于加强研发能力与技术基础设施，引入更多的肿瘤专家、数据科学家和其他经验丰富的专业人士;15%用于扩大患者护理中心网络和服务，以及其他资本支出;25%用于寻求潜在的战略投资和收购;15%用于一般公司用途。</p><p>零氪科技是一家数据驱动、AI赋能的医疗科技公司，为医药、医疗产业各方提供大数据和人工智能整体解决方案。 目前主要业务包括药品真实世界研究、患者健康管理业务、患者招募业务等，并专注于提供以肿瘤和罕见病为代表的重大疾病领域的解决方案。</p><p>招股书显示，2019年、2020年，公司营收分别为4.99亿元(人民币，下同)、9.42亿元;净亏损分别为4.34亿元、4.89亿元。</p><p>2021年第一季度，公司营收为2.23亿元，净亏损1.38亿元，同比扩大116%。</p>","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>零氪科技拟发行1082.5万股ADS，阿里健康等现有股东有意认购</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零氪科技拟发行1082.5万股ADS，阿里健康等现有股东有意认购\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 16:37 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021070216374979cdd1ba&s=b><strong>资本邦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月2日，资本邦了解到，零氪科技发布更新后的招股书，计划发行1082.5万股ADS，代表4330万股A类普通股。IPO发行区间为17.5-19.5美元每ADS，计划在纳斯达克上市。公司称，部分现有股东及其附属公司，以及第三方投资者有意认购总计1.15亿美元的ADS。其中现有股东阿里健康及蓝湖资本有意认购2500万美元。新投资者包括淡马锡、瑞银、Hudson Bay Capital和Sage ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021070216374979cdd1ba&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/11d14604e93a2bf0961a77fba86eb076","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021070216374979cdd1ba&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2148719218","content_text":"7月2日，资本邦了解到，零氪科技发布更新后的招股书，计划发行1082.5万股ADS，代表4330万股A类普通股。IPO发行区间为17.5-19.5美元每ADS，计划在纳斯达克上市。公司称，部分现有股东及其附属公司，以及第三方投资者有意认购总计1.15亿美元的ADS。其中现有股东阿里健康及蓝湖资本有意认购2500万美元。新投资者包括淡马锡、瑞银、Hudson Bay Capital和Sage Partners。以IPO发行区间的中间值计算，公司预计此次发行所得收益净额约为1.827亿美元，若承销商完全行使超额配授权，则收益净额约2.106亿美元。公司计划将此次IPO净收益的45%用于加强研发能力与技术基础设施，引入更多的肿瘤专家、数据科学家和其他经验丰富的专业人士;15%用于扩大患者护理中心网络和服务，以及其他资本支出;25%用于寻求潜在的战略投资和收购;15%用于一般公司用途。零氪科技是一家数据驱动、AI赋能的医疗科技公司，为医药、医疗产业各方提供大数据和人工智能整体解决方案。 目前主要业务包括药品真实世界研究、患者健康管理业务、患者招募业务等，并专注于提供以肿瘤和罕见病为代表的重大疾病领域的解决方案。招股书显示，2019年、2020年，公司营收分别为4.99亿元(人民币，下同)、9.42亿元;净亏损分别为4.34亿元、4.89亿元。2021年第一季度，公司营收为2.23亿元，净亏损1.38亿元，同比扩大116%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156728793,"gmtCreate":1625237635812,"gmtModify":1633942172318,"author":{"id":"4087371163339050","authorId":"4087371163339050","name":"Sky9292","avatar":"https://static.tigerbbs.com/e54cf3c218ba1e46c37cda7088208b4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371163339050","authorIdStr":"4087371163339050"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156728793","repostId":"1141207816","repostType":4,"repost":{"id":"1141207816","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":1625232688,"share":"https://www.laohu8.com/m/news/1141207816?lang=&edition=full","pubTime":"2021-07-02 21:31","market":"us","language":"zh","title":"开盘：滴滴跌约9%，维珍银河涨超22%","url":"https://stock-news.laohu8.com/highlight/detail?id=1141207816","media":"老虎资讯综合","summary":"7月2日，美股三大指数小幅高开，道指涨0.16%，普500指数涨0.25%，纳指涨0.44%。美国6月季调后非农就业人口录得增加85万人，好于市场预期，增幅创去年8月以来新高。\n滴滴跌约9%，滴滴称将","content":"<p>7月2日，美股三大指数小幅高开，道指涨0.16%，普500指数涨0.25%，纳指涨0.44%。美国6月季调后非农就业人口录得增加85万人，好于市场预期，增幅创去年8月以来新高。<img src=\"https://static.tigerbbs.com/4f2936abbbd9b5b916f14197fafd3258\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>滴滴跌约9%，滴滴称将积极配合网络安全审查，审查期间<a href=\"https://laohu8.com/S/DIDI\">滴滴出行</a>停止新用户注册。</p>\n<p><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>涨22.5%，公司将于7月11日启动首次搭载完整机组的飞行测试，公司创始人Branson也将登上飞船进行测试。</p>\n<p><a href=\"https://laohu8.com/S/DDL\">叮咚</a>买菜续跌超4%，昨日收盘跌近15%。</p>\n<p>“嘻哈文化第一股”普普文化(CPOP.O)上市第三日高开14%，该股昨日收涨近100%。</p>\n<p>中概新能源车股普涨，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨0.55%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨0.92%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨0.65%。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨0.16%。第二季度交付量为201250辆汽车，生产了206421辆汽车。</p>\n<p><a href=\"https://laohu8.com/S/00013\">和黄医药</a>涨1.32%，美国食品药品监督管理局(FDA)已受理索凡替尼用于治疗胰腺和胰腺外(非胰腺)神经内分泌瘤(NET)的新药上市申请。</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：滴滴跌约9%，维珍银河涨超22%</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开盘：滴滴跌约9%，维珍银河涨超22%\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\">2021-07-02 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月2日，美股三大指数小幅高开，道指涨0.16%，普500指数涨0.25%，纳指涨0.44%。美国6月季调后非农就业人口录得增加85万人，好于市场预期，增幅创去年8月以来新高。<img src=\"https://static.tigerbbs.com/4f2936abbbd9b5b916f14197fafd3258\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>滴滴跌约9%，滴滴称将积极配合网络安全审查，审查期间<a href=\"https://laohu8.com/S/DIDI\">滴滴出行</a>停止新用户注册。</p>\n<p><a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>涨22.5%，公司将于7月11日启动首次搭载完整机组的飞行测试，公司创始人Branson也将登上飞船进行测试。</p>\n<p><a href=\"https://laohu8.com/S/DDL\">叮咚</a>买菜续跌超4%，昨日收盘跌近15%。</p>\n<p>“嘻哈文化第一股”普普文化(CPOP.O)上市第三日高开14%，该股昨日收涨近100%。</p>\n<p>中概新能源车股普涨，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨0.55%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨0.92%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨0.65%。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨0.16%。第二季度交付量为201250辆汽车，生产了206421辆汽车。</p>\n<p><a href=\"https://laohu8.com/S/00013\">和黄医药</a>涨1.32%，美国食品药品监督管理局(FDA)已受理索凡替尼用于治疗胰腺和胰腺外(非胰腺)神经内分泌瘤(NET)的新药上市申请。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ 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12:18","market":"us","language":"zh","title":"《新股消息》罗兵咸预测全年香港IPO集额达5,000亿元 下半年百亿新股5至7宗","url":"https://stock-news.laohu8.com/highlight/detail?id=2148875521","media":"AAFN","summary":"罗兵咸发表上半年新股市场回顾，期内47只新股共集资2,129.6亿元。该行预测香港全年共有150家公司上市，当中145只为主板新股。他预期，下半年将有5至7家集资100亿元以上的超大型新股上市，共集资750亿至1,000亿元，包括电动汽车及环保相关大型ESG企业、消费品及零售服务公司。罗兵咸预期，ESG相关大型企业共有5至6家，将集资共500亿元以上，生物科技公司将有28至30家，筹集700亿至750亿元。","content":"<html><body><p>罗兵咸发表上半年新股市场回顾，期内47只新股共集资2,129.6亿元。 罗兵咸永道香港资本市场服务合夥人黄金钱指出，今年上半年同股不同权、生物科技、医药及TMT行业等新经济IPO共录23宗，合计集资1,492亿元，占期内集资额的70%，较去年同期的84%下降。他指出，数据反映前内新股百花齐放，市场不单单只依赖新经济支撑。该行预测香港全年共有150家公司上市，当中145只为主板新股。 罗兵咸永道香港企业客户主管合夥人黄炜邦指出，目前正在排队的上市申请超过200宗，6月份更录得61宗申请，有信心新股市场维持增长及活跃，大市气氛向好，将全年集资额预测由4,600亿元提升至5,000亿元，即按年增长约25%。按集资额计，香港今年於全球排名有机会继续跻身三甲。他预期，下半年将有5至7家集资100亿元以上的超大型新股上市，共集资750亿至1,000亿元，包括电动汽车及环保相关大型ESG企业、消费品及零售服务公司。集资50亿至100亿元预期共有5至10家，共筹集350亿至700亿元；另外集资50亿元以下新股料超过80家，平均集资约15亿元。罗兵咸预期，ESG相关大型企业共有5至6家，将集资共500亿元以上，生物科技公司将有28至30家，筹集700亿至750亿元。(gc/k)~阿思达克财经新闻网址: www.aastocks.com\t\t\t\t\t\t\t\t\t </p></body></html>","source":"aastocks","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>《新股消息》罗兵咸预测全年香港IPO集额达5,000亿元 下半年百亿新股5至7宗</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{ 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class=\"title\">\n《新股消息》罗兵咸预测全年香港IPO集额达5,000亿元 下半年百亿新股5至7宗\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 12:18 北京时间 <a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1109717&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>罗兵咸发表上半年新股市场回顾，期内47只新股共集资2,129.6亿元。 罗兵咸永道香港资本市场服务合夥人黄金钱指出，今年上半年同股不同权、生物科技、医药及TMT行业等新经济IPO共录23宗，合计集资1,492亿元，占期内集资额的70%，较去年同期的84%下降。他指出，数据反映前内新股百花齐放，市场不单单只依赖新经济支撑。该行预测香港全年共有150家公司上市，当中145只为主板新股。 罗兵咸永道香港...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1109717&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"00388":"香港交易所"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1109717&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2148875521","content_text":"罗兵咸发表上半年新股市场回顾，期内47只新股共集资2,129.6亿元。 罗兵咸永道香港资本市场服务合夥人黄金钱指出，今年上半年同股不同权、生物科技、医药及TMT行业等新经济IPO共录23宗，合计集资1,492亿元，占期内集资额的70%，较去年同期的84%下降。他指出，数据反映前内新股百花齐放，市场不单单只依赖新经济支撑。该行预测香港全年共有150家公司上市，当中145只为主板新股。 罗兵咸永道香港企业客户主管合夥人黄炜邦指出，目前正在排队的上市申请超过200宗，6月份更录得61宗申请，有信心新股市场维持增长及活跃，大市气氛向好，将全年集资额预测由4,600亿元提升至5,000亿元，即按年增长约25%。按集资额计，香港今年於全球排名有机会继续跻身三甲。他预期，下半年将有5至7家集资100亿元以上的超大型新股上市，共集资750亿至1,000亿元，包括电动汽车及环保相关大型ESG企业、消费品及零售服务公司。集资50亿至100亿元预期共有5至10家，共筹集350亿至700亿元；另外集资50亿元以下新股料超过80家，平均集资约15亿元。罗兵咸预期，ESG相关大型企业共有5至6家，将集资共500亿元以上，生物科技公司将有28至30家，筹集700亿至750亿元。(gc/k)~阿思达克财经新闻网址: www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802178778,"gmtCreate":1627742054694,"gmtModify":1633756699383,"author":{"id":"4087371163339050","authorId":"4087371163339050","name":"Sky9292","avatar":"https://static.tigerbbs.com/e54cf3c218ba1e46c37cda7088208b4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371163339050","authorIdStr":"4087371163339050"},"themes":[],"htmlText":"加油","listText":"加油","text":"加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802178778","repostId":"2155133311","repostType":4,"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154851277,"gmtCreate":1625500921199,"gmtModify":1633940163423,"author":{"id":"4087371163339050","authorId":"4087371163339050","name":"Sky9292","avatar":"https://static.tigerbbs.com/e54cf3c218ba1e46c37cda7088208b4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371163339050","authorIdStr":"4087371163339050"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154851277","repostId":"1143687917","repostType":4,"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156745373,"gmtCreate":1625238514192,"gmtModify":1633942160027,"author":{"id":"4087371163339050","authorId":"4087371163339050","name":"Sky9292","avatar":"https://static.tigerbbs.com/e54cf3c218ba1e46c37cda7088208b4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371163339050","authorIdStr":"4087371163339050"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156745373","repostId":"2148719218","repostType":4,"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156728793,"gmtCreate":1625237635812,"gmtModify":1633942172318,"author":{"id":"4087371163339050","authorId":"4087371163339050","name":"Sky9292","avatar":"https://static.tigerbbs.com/e54cf3c218ba1e46c37cda7088208b4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371163339050","authorIdStr":"4087371163339050"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156728793","repostId":"1141207816","repostType":4,"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156728620,"gmtCreate":1625237620660,"gmtModify":1633942172437,"author":{"id":"4087371163339050","authorId":"4087371163339050","name":"Sky9292","avatar":"https://static.tigerbbs.com/e54cf3c218ba1e46c37cda7088208b4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371163339050","authorIdStr":"4087371163339050"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156728620","repostId":"2148803813","repostType":4,"repost":{"id":"2148803813","kind":"news","pubTimestamp":1625236084,"share":"https://www.laohu8.com/m/news/2148803813?lang=&edition=full","pubTime":"2021-07-02 22:28","market":"us","language":"zh","title":"首度突破20万销量，特斯拉能否高枕无忧？","url":"https://stock-news.laohu8.com/highlight/detail?id=2148803813","media":"36氪","summary":"2021年二季度，特斯拉交付量持续增长，首度突破20万辆。\n其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海","content":"<p>2021年二季度，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>交付量持续增长，首度突破20万辆。</p>\n<p>其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海超级工厂生产的Model 3，出口至欧洲、澳大利亚等10个国家和地区，促进者特斯拉二季度的交付量的增长。</p>\n<p>车型方面，Model Y交付成绩较为亮，眼乘联会数据显示，1-5月Model Y全国累计销量为34557辆，其中5月销量为12728辆，位列当月SUV销量榜单第九名。</p>\n<p>相关配套设施方面，特斯拉在中国的超级充电站达到了850座，有超过6500根超级充电桩，目的地充电站已达到700+，1700+目的地充电桩，共覆盖全国320个以上的城市。此外，特斯拉计划在上海投资4,200万元，建设一座集研发、生产于一体的超级充电桩工厂，该项目预计2021年第一季度投产，初期规划年产10,000根超级充电桩（主要为V3超级充电桩）</p>\n<p>即便如此，特斯拉的安全氤氲仍未散去。近日特斯拉宣布召回国内超28万辆进口Model 3、国产Model 3以及国产Model Y。值得注意的是，本次召回数量基本涵盖了今年1-5月所有销售的国产Model 3与国产Model Y。</p>\n<p>同时，特斯拉还要面临传统车企巨头大众的挑战。</p>\n<p>近日，大众宣布其整个产品线最迟将在2050年实现碳中和，到2030年电动汽车将是集团主销车型，届时将占到其欧洲销量的70%。2021年大众汽车的目标是将电动汽车的交付量增加一倍以上，并达到100万辆。去年欧洲新能源市场一举跃升为全球最大新能源车市场，占全球市场份额的43%。此举意味着大众将押宝欧洲市场，并将其作为抗衡特斯拉的重要市场。</p>\n<p>相较于成熟的造车企业，特斯拉质量以及产能上都需要进一步提高。</p>","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>首度突破20万销量，特斯拉能否高枕无忧？</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首度突破20万销量，特斯拉能否高枕无忧？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 22:28 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107022132327d4b9b6f&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年二季度，特斯拉交付量持续增长，首度突破20万辆。\n其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海超级工厂生产的Model 3，出口至欧洲、澳大利亚等10个国家和地区，促进者特斯拉二季度的交付量的增长。\n车型方面，Model Y交付成绩较为亮，眼乘联会数据显示，1-5月Model Y全国累计销量为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107022132327d4b9b6f&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/577e499e898d722a6d935282f36956a3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107022132327d4b9b6f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2148803813","content_text":"2021年二季度，特斯拉交付量持续增长，首度突破20万辆。\n其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海超级工厂生产的Model 3，出口至欧洲、澳大利亚等10个国家和地区，促进者特斯拉二季度的交付量的增长。\n车型方面，Model Y交付成绩较为亮，眼乘联会数据显示，1-5月Model Y全国累计销量为34557辆，其中5月销量为12728辆，位列当月SUV销量榜单第九名。\n相关配套设施方面，特斯拉在中国的超级充电站达到了850座，有超过6500根超级充电桩，目的地充电站已达到700+，1700+目的地充电桩，共覆盖全国320个以上的城市。此外，特斯拉计划在上海投资4,200万元，建设一座集研发、生产于一体的超级充电桩工厂，该项目预计2021年第一季度投产，初期规划年产10,000根超级充电桩（主要为V3超级充电桩）\n即便如此，特斯拉的安全氤氲仍未散去。近日特斯拉宣布召回国内超28万辆进口Model 3、国产Model 3以及国产Model Y。值得注意的是，本次召回数量基本涵盖了今年1-5月所有销售的国产Model 3与国产Model Y。\n同时，特斯拉还要面临传统车企巨头大众的挑战。\n近日，大众宣布其整个产品线最迟将在2050年实现碳中和，到2030年电动汽车将是集团主销车型，届时将占到其欧洲销量的70%。2021年大众汽车的目标是将电动汽车的交付量增加一倍以上，并达到100万辆。去年欧洲新能源市场一举跃升为全球最大新能源车市场，占全球市场份额的43%。此举意味着大众将押宝欧洲市场，并将其作为抗衡特斯拉的重要市场。\n相较于成熟的造车企业，特斯拉质量以及产能上都需要进一步提高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156728183,"gmtCreate":1625237604942,"gmtModify":1633942172557,"author":{"id":"4087371163339050","authorId":"4087371163339050","name":"Sky9292","avatar":"https://static.tigerbbs.com/e54cf3c218ba1e46c37cda7088208b4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371163339050","authorIdStr":"4087371163339050"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156728183","repostId":"1116214742","repostType":4,"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156721759,"gmtCreate":1625237595171,"gmtModify":1633942172796,"author":{"id":"4087371163339050","authorId":"4087371163339050","name":"Sky9292","avatar":"https://static.tigerbbs.com/e54cf3c218ba1e46c37cda7088208b4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371163339050","authorIdStr":"4087371163339050"},"themes":[],"htmlText":"OMG","listText":"OMG","text":"OMG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156721759","repostId":"1116214742","repostType":4,"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156721063,"gmtCreate":1625237560552,"gmtModify":1633942173400,"author":{"id":"4087371163339050","authorId":"4087371163339050","name":"Sky9292","avatar":"https://static.tigerbbs.com/e54cf3c218ba1e46c37cda7088208b4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371163339050","authorIdStr":"4087371163339050"},"themes":[],"htmlText":"OMG","listText":"OMG","text":"OMG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156721063","repostId":"1116214742","repostType":4,"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122641442,"gmtCreate":1624619455086,"gmtModify":1633950476038,"author":{"id":"4087371163339050","authorId":"4087371163339050","name":"Sky9292","avatar":"https://static.tigerbbs.com/e54cf3c218ba1e46c37cda7088208b4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371163339050","authorIdStr":"4087371163339050"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122641442","repostId":"1120778675","repostType":4,"repost":{"id":"1120778675","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":1624615207,"share":"https://www.laohu8.com/m/news/1120778675?lang=&edition=full","pubTime":"2021-06-25 18:00","market":"hk","language":"zh","title":"曝美团骑手反抗“霸王条款” ，狂接253单后销号","url":"https://stock-news.laohu8.com/highlight/detail?id=1120778675","media":"老虎资讯综合","summary":"平台表示正在对该事件进行核查。","content":"<p>日前，网曝沈阳一骑手因对美团的霸王条款不满，一口气接了253单，且全部原地取货原地送达。相关报道称，该名骑手接了253单共产生1200元的配送费也没提现，便直接注销了美团账号。事件发酵至今已有两天，但美团方面既未辟谣，也未回应此事。</p>\n<p>今日，平台表示正在对该事件进行核查，此外，客服人员再未提供更多消息。</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>曝美团骑手反抗“霸王条款” ，狂接253单后销号</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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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曝美团骑手反抗“霸王条款” ，狂接253单后销号\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-25 18:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>日前，网曝沈阳一骑手因对美团的霸王条款不满，一口气接了253单，且全部原地取货原地送达。相关报道称，该名骑手接了253单共产生1200元的配送费也没提现，便直接注销了美团账号。事件发酵至今已有两天，但美团方面既未辟谣，也未回应此事。</p>\n<p>今日，平台表示正在对该事件进行核查，此外，客服人员再未提供更多消息。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bcdda851b4c4666fce3a4fe62b1f3254","relate_stocks":{"MPNGY":"美团ADR","03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120778675","content_text":"日前，网曝沈阳一骑手因对美团的霸王条款不满，一口气接了253单，且全部原地取货原地送达。相关报道称，该名骑手接了253单共产生1200元的配送费也没提现，便直接注销了美团账号。事件发酵至今已有两天，但美团方面既未辟谣，也未回应此事。\n今日，平台表示正在对该事件进行核查，此外，客服人员再未提供更多消息。","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167598133,"gmtCreate":1624275328722,"gmtModify":1634008574340,"author":{"id":"4087371163339050","authorId":"4087371163339050","name":"Sky9292","avatar":"https://static.tigerbbs.com/e54cf3c218ba1e46c37cda7088208b4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371163339050","authorIdStr":"4087371163339050"},"themes":[],"htmlText":"888","listText":"888","text":"888","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167598133","repostId":"1194525625","repostType":4,"repost":{"id":"1194525625","kind":"news","pubTimestamp":1624270668,"share":"https://www.laohu8.com/m/news/1194525625?lang=&edition=full","pubTime":"2021-06-21 18:17","market":"us","language":"zh","title":"水滴，除了保险，还有哪些牌可打？","url":"https://stock-news.laohu8.com/highlight/detail?id=1194525625","media":"BT财经","summary":"一时亏损可无须在意，但如何迎接市场的严峻挑战、坐稳最大独立保险科技平台的位子，才是水滴真正需要思考的问题。\n5月7日，水滴公司（NYSE:WDH）顶着“中国最大的独立第三方保险平台”的名头登陆纽交所。","content":"<p>一时亏损可无须在意，但如何迎接市场的严峻挑战、坐稳最大独立保险科技平台的位子，才是<a href=\"https://laohu8.com/S/WDH\">水滴</a>真正需要思考的问题。</p>\n<p>5月7日，水滴公司（NYSE:WDH）顶着“中国最大的独立第三方保险平台”的名头登陆纽交所。然而开局不利，上市便破发，至今股价在7美元左右徘徊，市值为26亿美元。</p>\n<p>6月17日，水滴公布了2021年第一季度财报。这份上市以来的首份成绩单，透露出了哪些关键信息？水滴到底有没有被市场错误低估呢？</p>\n<p><b>亏损下的增长有何意义？</b></p>\n<p>财报显示，今年一季度，水滴公司净收入为8.834亿元人民币（合1.348亿美元），同比增长35.1%。剔除今年3月底停止的互助业务管理费收入，<b>调整后的净收入为8.806亿元人民币（合1.344亿美元），同比增长43.2%。</b></p>\n<p><img src=\"https://static.tigerbbs.com/144d7d20248382ada8b079eac8e81030\" tg-width=\"745\" tg-height=\"696\" referrerpolicy=\"no-referrer\"></p>\n<p>但与此同时，水滴仍未实现盈利，一季度营业亏损额达4.606亿元人民币(合7030万美元)，而2020年同期营业亏损为1.111亿元人民币，同比扩大315%；调整后的净亏损为2.031亿元人民币（3100万美元，较上年同期1.065亿元同比扩大90.7%；净利润率也从去年同期的-16.3%增长为-23%。</p>\n<p>BT财经发现，<b>水滴增收不增利的主要原因在于，高企的营销成本支出。</b></p>\n<p>据财报，水滴一季度总体成本与费用为13.439亿元，较上年同期的7.649亿元增长75.7%。其中，占比最大的是销售与营销费用，比例高达62.2%，为8.372亿元，较上年同期的4.992亿元同比增长67.7%。</p>\n<p>水滴对此解释，由于业务扩张，第三方流量渠道的营销费用增加了2.478亿元，第三方外包销售和营销服务费用增加了1.07亿元。</p>\n<p>反映到用户数据上来，<b>水滴一季度的第三方流量同比增长达到51.6%，相比于2018年第三方流量仅1.9%的占比已有显著的大幅提升。</b></p>\n<p>水滴上市之前，BT财经曾对其招股书进行过详解，提到过水滴的本质并不是慈善机构，而是一家商业公司，其水滴筹业务并未产生任何收益，水滴保业务为营收支柱。</p>\n<p>不过，不可否认的是，水滴筹带来的巨大流量确实构成了水滴保发展的基本盘。由此，水滴也颇受非议，“不承担盈利却直接参与变现，是打着公益旗号来换真金白银”的声音不绝于耳。如果非说由此获得的流量是“原罪”，那么水滴确实已经在有意识地调整和完善这一获客逻辑。</p>\n<p>今年3月底，互助业务已全面关闭，不再有来自于互助渠道的流量，且由水滴筹贡献的首年保费正在逐年下降，已从2018年的46.5%减少至2020年的13%。除第三方流量外，水滴的自然和重复采购流量也在逐渐增加，今年一季度同步增速已达48.4%。</p>\n<p>可以看到，水滴的用户获取渠道正在逐渐摆脱早期业务的流量影响，朝着更为健康平衡、也更被市场所接受的方向改变。</p>\n<p><b>因此，这是一家公司为追求规模而带来的正常成本增长，也是必要的、有效的营销支出，情理之中计划之内。</b></p>\n<p>BT财经对比其他保险概念股发现，高昂的营销费用并非水滴一家所为。</p>\n<p>如美股财产保险科技公司Lemonade，其2020年的营销费用高达8040万美元，占其全年营收（9400万美元）的85.5%；再如“保险电商第一中概股”慧择，今年一季度的营收成本从2020年同期的1.478亿元增长到5.567亿元，同比增幅高达276.7%，主要原因正是增加了向用户流量渠道支付的服务费。</p>\n<p>与此同时，可以看到，截至2021年3月31日，水滴公司的现金、现金等量物和限制性现金合计为17.054亿元人民币(2.603亿美元)，而截至2020年12月31日为13.233亿元人民币，三个月内增长28.9%，现金流较为充裕，能在一定时期内为巨额的营销支出提供支撑。</p>\n<p>水滴保总经理杨光也曾表示，<b>目前水滴公司业务正处于扩张阶段，短期内公司首要目标是实现保险用户快速增长，</b>只要满足客户全生命周期价值(LTV)可以覆盖获客成本(CAC)的前提，就会继续投入，通过第三方流量触达更广泛的客户基础。</p>\n<p>换言之，只要增长有意义，对于短时期的亏损是可以接受的。那么，问题就在于，水滴的业务结构能否长期撑起高速的用户和营收增长？</p>\n<p><b>保险标签愈发清晰</b></p>\n<p>水滴上市之际，便将自己定位为“保险概念股”。如今，水滴的保险标签愈发清晰，已称得上是一家保险中介公司了，一季报的绝大部分篇幅也都在于阐述其最新的保险业绩。</p>\n<p>今年一季度，水滴保实现首年保费（FYP）44.69亿元人民币，同比增长42.7%。保险客户数量和每个客户的FYP也都实现了快速增长，累计保险付费用户达到2190万，用户人均首年保费为1165元，同比增长32.1%。</p>\n<p>从规模体量上来说，水滴确实称得上是“中国最大的第三方保险平台”。2020年，水滴的首年保费达到144亿元，慧择同期只有30.2亿元；今年一季度，慧择首年保费为8.898亿元，都约为水滴的20%。</p>\n<p>从增速来看，结合招股书和一季报的数据可知，水滴保首年保费收入在2018-2020年的复合增速达到285.15%，占比逐年上升。对此，<b>水滴预计，根据目前的市场情况，今年第二季度，水滴保首年保费将同比增长50%以上。</b><a href=\"https://laohu8.com/S/GS\">高盛</a>也曾预测，2020-2023年，水滴的首年保费将实现36%的年复合增长率。通常互联网保险公司的增长幅度保持在20%左右，比如众安今年一季度保费收入增速就为28%，<b>而水滴的该项数据已远超了行业预期。</b></p>\n<p>由财报可知，90%以上的首年保费是由水滴专属定制的保险产品贡献的。截至2021年3月31日，水滴平台上提供了240种保险产品，相比去年年末的数量，增加了40种。其中，重大疾病保险贡献的首年保费在今年一季度增长了131.8%。水滴表示，将继续扩大产品供应。</p>\n<p>保险产品通常分为短期险(保险期限不超过一年)和长期险(保险期限一年以上)。由招股书可知，<b>短期险是水滴保的主要营收来源，</b>2020年的首年保费为119.16亿元，占比高达82.6%。据悉，水滴保2018年底才开始提供长期健康和寿险产品，2020年长险的首年保费超过25亿元。</p>\n<p>短期险虽然能较快地提升用户规模，但其用户黏性、留存度以及客单价往往不如长期险。相比之下，慧择的长期险保费占比就非常高，2020年已达93.8%，今年一季度还进一步提高至96.9%。</p>\n<p>对此，水滴也在有意识地增加长期险比例。杨光透露，未来将通过在线策略再次触达数量庞大(接近一亿人)的存量用户，转化长期险。高盛则保守预计，2024年，水滴的长期险首年保费将达到130亿元，届时会有7%的用户会在水滴保平台上购买长险产品，高于2020年的5%。</p>\n<p>尽管预测乐观，但值得注意的是，水滴如今砍掉了互助业务，水滴筹也不产生利润，<b>仅靠保险业务，营收来源相对单一，</b>其中蕴含的风险不言而喻。当烧钱不再管用，增长不再高速，水滴又该何去何从？</p>\n<p><b>水滴能打出新牌吗？</b></p>\n<p>水滴创始人兼CEO沈鹏在此次电话会议中表示，公司的总体增长业绩源于效率优势。他所说的效率优势，指的是<b>“科技提效”</b>。</p>\n<p>BT财经此前曾撰文说过，科技属性是水滴一直想向外界传达的重要信息。杨光也曾表示，水滴就是一家聚焦在保险领域的科技公司。</p>\n<p>梳理目前公开资料可知，水滴的科技主要表现在以下几个方面：一是诊疗数据库的建立，目前已覆盖全国26个省；二是打造<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>客服系统“水滴帮帮”，平均单日服务用户数1.6万人次，会话处理量约达87%；三是智能理赔，系统准确率99.7%，效率提升30%，最快赔付速度仅为13秒，理赔平均时效为0.8天，大大缩短用户理赔处理周期。</p>\n<p>水滴宣称，水滴保已经接近100%地完成了承保核保、续费续保、退费退保以及保全服务的智能线上化，提高了用户自助式服务体验，推动了保险行业数字化进程。此外，还在向合作的保险公司和机构提供保险科技解决方案，多元化公司的创收来源。招股书显示，2020年的技术服务收入为1.94亿元，占比上升至6.4%。</p>\n<p><img src=\"https://static.tigerbbs.com/fea4571dd15c13abc26d953b0903ed99\" tg-width=\"668\" tg-height=\"2135\" referrerpolicy=\"no-referrer\"></p>\n<p><b>如果水滴能够打好“科技”这张牌，威力还是很大的。</b></p>\n<p>与传统保险行业相比，互联网保险行业的最大优势就在于可以针对用户行为进行大数据分析以及个性化智能营销，从而获得行业领先的获客成本和规模效率。</p>\n<p>美股财产保险科技公司Lemonade就是一个极好的例子。虽然它的产品是房产险，与水滴的健康寿险有所区别，但因为采用了人工智能和大数据等技术手段运营，备受资本市场追捧，上市首日股价暴涨139%，截至6月18日，股价为103.83美元，市值达63.76亿美元。</p>\n<p><b>同在纳斯达克，若以Lemonade为标杆的话，目前股价仅为6.82美元的水滴还有很大的估值上升空间。</b></p>\n<p>不过从财务数据上来看，水滴在科技研发上的投入还有待加强。</p>\n<p>尽管水滴在上市招股书中表示，大约30%募金将用于研发，主要包括平台和新功能的开发及重大改进等，但就一季报来看，研发投入8487.5万元，虽同比增长25.6%，但仅占总营收的9.6%。事实上，2018-2020年，水滴的研发费用占比就在一路下滑，从2018年的29%降至2020年的8.1%。</p>\n<p>相比之下，Lemonade 2020年的科技投入达到1940万美元，同比增长98%，占总营收的20.6%；今年一季度的科技投入为710万美元，占总营收的30.2%，均远高于水滴。因此，水滴要想在保险业务上持续爆发，核心科技投入还须加大马力。</p>\n<p><b>除了“科技”这张牌，水滴还想打“健康”牌。</b></p>\n<p>招股书显示，IPO募资净额将主要用于健康服务和健康保险业务，以及在健康服务和保险领域的潜在战略投资和收购，以构建一个“保险+健康服务”的生态圈。</p>\n<p>据悉，水滴公司旗下的水滴健康平台，可提供包括在线问诊、电话医生、体检、保健品、基础药品等服务。目前，水滴健康会员超过500万，水滴健康APP用户近100万。此外，水滴好药付业务一季度新增会员超过7万人，累计会员数约14万人，目前已经和1400多家药房开展合作。</p>\n<p>水滴认为，健康业务可以与保险业务形成良好协同，帮助保险业务提升价值，提升获客、留存和转化，从而积累更多数据，进一步反哺业务。</p>\n<p>中金报告也曾表示，未来水滴若能将医疗健康服务和健康保障板块内各平台的接口打通，有望打造“保险+医+药+创新支付”的一站式健康管理平台。</p>\n<p>正如沈鹏所说，<b>水滴的愿景是打造中国版的“<a href=\"https://laohu8.com/S/UNH\">联合健康</a>”</b>。联合健康是美国最大的商业健康保险公司，涵盖健康保险、健康管理两块业务，市值高达3674亿美元。相比Lemonade，其未来版图对水滴更具诱惑力。</p>\n<p>但还是那句老话，前途是光明的，道路是曲折的。水滴要想真正讲好“保险+科技+健康”的故事，并不容易。</p>\n<p>纵观互联网保险以及大健康产业，摩拳擦掌者频出。阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、平安、美团、360等巨头均已入场，他们不仅自带巨大流量，更有技术和资源加持，水滴的规模增长还能狂奔多久？</p>\n<p>一时亏损可无须在意，但如何迎接市场的严峻挑战、坐稳最大独立保险科技平台的位子，才是水滴真正需要思考的问题。</p>","source":"lsy1588993976395","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>水滴，除了保险，还有哪些牌可打？</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水滴，除了保险，还有哪些牌可打？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 18:17 北京时间 <a href=https://mp.weixin.qq.com/s/wDCzSVJZaV5U20lKMkYMsQ><strong>BT财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一时亏损可无须在意，但如何迎接市场的严峻挑战、坐稳最大独立保险科技平台的位子，才是水滴真正需要思考的问题。\n5月7日，水滴公司（NYSE:WDH）顶着“中国最大的独立第三方保险平台”的名头登陆纽交所。然而开局不利，上市便破发，至今股价在7美元左右徘徊，市值为26亿美元。\n6月17日，水滴公布了2021年第一季度财报。这份上市以来的首份成绩单，透露出了哪些关键信息？水滴到底有没有被市场错误低估呢？\n...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wDCzSVJZaV5U20lKMkYMsQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d75cfc6ef4e8f8ee3aceaa20254206f","relate_stocks":{"WDH":"水滴"},"source_url":"https://mp.weixin.qq.com/s/wDCzSVJZaV5U20lKMkYMsQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194525625","content_text":"一时亏损可无须在意，但如何迎接市场的严峻挑战、坐稳最大独立保险科技平台的位子，才是水滴真正需要思考的问题。\n5月7日，水滴公司（NYSE:WDH）顶着“中国最大的独立第三方保险平台”的名头登陆纽交所。然而开局不利，上市便破发，至今股价在7美元左右徘徊，市值为26亿美元。\n6月17日，水滴公布了2021年第一季度财报。这份上市以来的首份成绩单，透露出了哪些关键信息？水滴到底有没有被市场错误低估呢？\n亏损下的增长有何意义？\n财报显示，今年一季度，水滴公司净收入为8.834亿元人民币（合1.348亿美元），同比增长35.1%。剔除今年3月底停止的互助业务管理费收入，调整后的净收入为8.806亿元人民币（合1.344亿美元），同比增长43.2%。\n\n但与此同时，水滴仍未实现盈利，一季度营业亏损额达4.606亿元人民币(合7030万美元)，而2020年同期营业亏损为1.111亿元人民币，同比扩大315%；调整后的净亏损为2.031亿元人民币（3100万美元，较上年同期1.065亿元同比扩大90.7%；净利润率也从去年同期的-16.3%增长为-23%。\nBT财经发现，水滴增收不增利的主要原因在于，高企的营销成本支出。\n据财报，水滴一季度总体成本与费用为13.439亿元，较上年同期的7.649亿元增长75.7%。其中，占比最大的是销售与营销费用，比例高达62.2%，为8.372亿元，较上年同期的4.992亿元同比增长67.7%。\n水滴对此解释，由于业务扩张，第三方流量渠道的营销费用增加了2.478亿元，第三方外包销售和营销服务费用增加了1.07亿元。\n反映到用户数据上来，水滴一季度的第三方流量同比增长达到51.6%，相比于2018年第三方流量仅1.9%的占比已有显著的大幅提升。\n水滴上市之前，BT财经曾对其招股书进行过详解，提到过水滴的本质并不是慈善机构，而是一家商业公司，其水滴筹业务并未产生任何收益，水滴保业务为营收支柱。\n不过，不可否认的是，水滴筹带来的巨大流量确实构成了水滴保发展的基本盘。由此，水滴也颇受非议，“不承担盈利却直接参与变现，是打着公益旗号来换真金白银”的声音不绝于耳。如果非说由此获得的流量是“原罪”，那么水滴确实已经在有意识地调整和完善这一获客逻辑。\n今年3月底，互助业务已全面关闭，不再有来自于互助渠道的流量，且由水滴筹贡献的首年保费正在逐年下降，已从2018年的46.5%减少至2020年的13%。除第三方流量外，水滴的自然和重复采购流量也在逐渐增加，今年一季度同步增速已达48.4%。\n可以看到，水滴的用户获取渠道正在逐渐摆脱早期业务的流量影响，朝着更为健康平衡、也更被市场所接受的方向改变。\n因此，这是一家公司为追求规模而带来的正常成本增长，也是必要的、有效的营销支出，情理之中计划之内。\nBT财经对比其他保险概念股发现，高昂的营销费用并非水滴一家所为。\n如美股财产保险科技公司Lemonade，其2020年的营销费用高达8040万美元，占其全年营收（9400万美元）的85.5%；再如“保险电商第一中概股”慧择，今年一季度的营收成本从2020年同期的1.478亿元增长到5.567亿元，同比增幅高达276.7%，主要原因正是增加了向用户流量渠道支付的服务费。\n与此同时，可以看到，截至2021年3月31日，水滴公司的现金、现金等量物和限制性现金合计为17.054亿元人民币(2.603亿美元)，而截至2020年12月31日为13.233亿元人民币，三个月内增长28.9%，现金流较为充裕，能在一定时期内为巨额的营销支出提供支撑。\n水滴保总经理杨光也曾表示，目前水滴公司业务正处于扩张阶段，短期内公司首要目标是实现保险用户快速增长，只要满足客户全生命周期价值(LTV)可以覆盖获客成本(CAC)的前提，就会继续投入，通过第三方流量触达更广泛的客户基础。\n换言之，只要增长有意义，对于短时期的亏损是可以接受的。那么，问题就在于，水滴的业务结构能否长期撑起高速的用户和营收增长？\n保险标签愈发清晰\n水滴上市之际，便将自己定位为“保险概念股”。如今，水滴的保险标签愈发清晰，已称得上是一家保险中介公司了，一季报的绝大部分篇幅也都在于阐述其最新的保险业绩。\n今年一季度，水滴保实现首年保费（FYP）44.69亿元人民币，同比增长42.7%。保险客户数量和每个客户的FYP也都实现了快速增长，累计保险付费用户达到2190万，用户人均首年保费为1165元，同比增长32.1%。\n从规模体量上来说，水滴确实称得上是“中国最大的第三方保险平台”。2020年，水滴的首年保费达到144亿元，慧择同期只有30.2亿元；今年一季度，慧择首年保费为8.898亿元，都约为水滴的20%。\n从增速来看，结合招股书和一季报的数据可知，水滴保首年保费收入在2018-2020年的复合增速达到285.15%，占比逐年上升。对此，水滴预计，根据目前的市场情况，今年第二季度，水滴保首年保费将同比增长50%以上。高盛也曾预测，2020-2023年，水滴的首年保费将实现36%的年复合增长率。通常互联网保险公司的增长幅度保持在20%左右，比如众安今年一季度保费收入增速就为28%，而水滴的该项数据已远超了行业预期。\n由财报可知，90%以上的首年保费是由水滴专属定制的保险产品贡献的。截至2021年3月31日，水滴平台上提供了240种保险产品，相比去年年末的数量，增加了40种。其中，重大疾病保险贡献的首年保费在今年一季度增长了131.8%。水滴表示，将继续扩大产品供应。\n保险产品通常分为短期险(保险期限不超过一年)和长期险(保险期限一年以上)。由招股书可知，短期险是水滴保的主要营收来源，2020年的首年保费为119.16亿元，占比高达82.6%。据悉，水滴保2018年底才开始提供长期健康和寿险产品，2020年长险的首年保费超过25亿元。\n短期险虽然能较快地提升用户规模，但其用户黏性、留存度以及客单价往往不如长期险。相比之下，慧择的长期险保费占比就非常高，2020年已达93.8%，今年一季度还进一步提高至96.9%。\n对此，水滴也在有意识地增加长期险比例。杨光透露，未来将通过在线策略再次触达数量庞大(接近一亿人)的存量用户，转化长期险。高盛则保守预计，2024年，水滴的长期险首年保费将达到130亿元，届时会有7%的用户会在水滴保平台上购买长险产品，高于2020年的5%。\n尽管预测乐观，但值得注意的是，水滴如今砍掉了互助业务，水滴筹也不产生利润，仅靠保险业务，营收来源相对单一，其中蕴含的风险不言而喻。当烧钱不再管用，增长不再高速，水滴又该何去何从？\n水滴能打出新牌吗？\n水滴创始人兼CEO沈鹏在此次电话会议中表示，公司的总体增长业绩源于效率优势。他所说的效率优势，指的是“科技提效”。\nBT财经此前曾撰文说过，科技属性是水滴一直想向外界传达的重要信息。杨光也曾表示，水滴就是一家聚焦在保险领域的科技公司。\n梳理目前公开资料可知，水滴的科技主要表现在以下几个方面：一是诊疗数据库的建立，目前已覆盖全国26个省；二是打造智能客服系统“水滴帮帮”，平均单日服务用户数1.6万人次，会话处理量约达87%；三是智能理赔，系统准确率99.7%，效率提升30%，最快赔付速度仅为13秒，理赔平均时效为0.8天，大大缩短用户理赔处理周期。\n水滴宣称，水滴保已经接近100%地完成了承保核保、续费续保、退费退保以及保全服务的智能线上化，提高了用户自助式服务体验，推动了保险行业数字化进程。此外，还在向合作的保险公司和机构提供保险科技解决方案，多元化公司的创收来源。招股书显示，2020年的技术服务收入为1.94亿元，占比上升至6.4%。\n\n如果水滴能够打好“科技”这张牌，威力还是很大的。\n与传统保险行业相比，互联网保险行业的最大优势就在于可以针对用户行为进行大数据分析以及个性化智能营销，从而获得行业领先的获客成本和规模效率。\n美股财产保险科技公司Lemonade就是一个极好的例子。虽然它的产品是房产险，与水滴的健康寿险有所区别，但因为采用了人工智能和大数据等技术手段运营，备受资本市场追捧，上市首日股价暴涨139%，截至6月18日，股价为103.83美元，市值达63.76亿美元。\n同在纳斯达克，若以Lemonade为标杆的话，目前股价仅为6.82美元的水滴还有很大的估值上升空间。\n不过从财务数据上来看，水滴在科技研发上的投入还有待加强。\n尽管水滴在上市招股书中表示，大约30%募金将用于研发，主要包括平台和新功能的开发及重大改进等，但就一季报来看，研发投入8487.5万元，虽同比增长25.6%，但仅占总营收的9.6%。事实上，2018-2020年，水滴的研发费用占比就在一路下滑，从2018年的29%降至2020年的8.1%。\n相比之下，Lemonade 2020年的科技投入达到1940万美元，同比增长98%，占总营收的20.6%；今年一季度的科技投入为710万美元，占总营收的30.2%，均远高于水滴。因此，水滴要想在保险业务上持续爆发，核心科技投入还须加大马力。\n除了“科技”这张牌，水滴还想打“健康”牌。\n招股书显示，IPO募资净额将主要用于健康服务和健康保险业务，以及在健康服务和保险领域的潜在战略投资和收购，以构建一个“保险+健康服务”的生态圈。\n据悉，水滴公司旗下的水滴健康平台，可提供包括在线问诊、电话医生、体检、保健品、基础药品等服务。目前，水滴健康会员超过500万，水滴健康APP用户近100万。此外，水滴好药付业务一季度新增会员超过7万人，累计会员数约14万人，目前已经和1400多家药房开展合作。\n水滴认为，健康业务可以与保险业务形成良好协同，帮助保险业务提升价值，提升获客、留存和转化，从而积累更多数据，进一步反哺业务。\n中金报告也曾表示，未来水滴若能将医疗健康服务和健康保障板块内各平台的接口打通，有望打造“保险+医+药+创新支付”的一站式健康管理平台。\n正如沈鹏所说，水滴的愿景是打造中国版的“联合健康”。联合健康是美国最大的商业健康保险公司，涵盖健康保险、健康管理两块业务，市值高达3674亿美元。相比Lemonade，其未来版图对水滴更具诱惑力。\n但还是那句老话，前途是光明的，道路是曲折的。水滴要想真正讲好“保险+科技+健康”的故事，并不容易。\n纵观互联网保险以及大健康产业，摩拳擦掌者频出。阿里、腾讯、京东、平安、美团、360等巨头均已入场，他们不仅自带巨大流量，更有技术和资源加持，水滴的规模增长还能狂奔多久？\n一时亏损可无须在意，但如何迎接市场的严峻挑战、坐稳最大独立保险科技平台的位子，才是水滴真正需要思考的问题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167504790,"gmtCreate":1624275010810,"gmtModify":1634008579087,"author":{"id":"4087371163339050","authorId":"4087371163339050","name":"Sky9292","avatar":"https://static.tigerbbs.com/e54cf3c218ba1e46c37cda7088208b4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087371163339050","authorIdStr":"4087371163339050"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167504790","repostId":"1115796699","repostType":4,"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
