天黑好投资的个人主页 - 老虎社区

天黑好投资

天黑好投资

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天黑好投资

2021-07-28

$淘屏(TAOP)$开盘没上到车的人，会不会觉得可惜

天黑好投资

2021-07-28

$淘屏(TAOP)$哇，猛起来了？？

天黑好投资

2021-07-13

$腾讯音乐(TME)$腾讯系大爆发，反垄断真的干不了腾讯吗？

天黑好投资

2021-10-20

$老虎证券(TIGR)$即使能破9也稳不住，全看政策

天黑好投资

2021-07-13

$Integrated Media Technology Limited(IMTE)$今晚凉凉了，回调还是下跌，还要观察一下

天黑好投资

2022-01-19

$Integrated Limited(IMTE)$逆市上扬猛如虎[吃瓜] [666] [666] [666]

天黑好投资

2021-08-30

$耀世星辉(GSMG)$回落的好快[流泪] [流泪] [流泪]

天黑好投资

2021-08-25

$宏桥高科(PBTS)$就快开盘了，搞得我心情有点复杂。又怕高开太多，买不到。

天黑好投资

2021-07-16

$Integrated Media Technology Limited(IMTE)$这走势，今晚做个短线看看能不能赚个周末娱乐费。

天黑好投资

2021-07-13

$淘屏(TAOP)$利润不行，概念来凑😛 怎么说呢？这票中规中矩吧，区块链不错可以来凑凑热闹

天黑好投资

2021-09-17

$淘屏(TAOP)$又快新低了，真也是无语了🙄

天黑好投资

2021-09-03

$耀世星辉(GSMG)$修复狂涨阶段，多点耐心。等下一波

天黑好投资

2021-08-26

$耀世星辉(GSMG)$机构投资人，真不会值机构入场了吧。要是那样我就不怕了，毕竟人家看到6元

东兴证券（香港）：给予耀世星辉（GSMG.US）每股目标价6.05美元

天黑好投资

2021-08-24

$宏桥高科(PBTS)$不抛弃不放弃，我准备和这票做兄弟

天黑好投资

2021-08-24

$耀世星辉(GSMG)$市场绝望的时候，就开始反转了。

天黑好投资

2021-07-15

$哔哩哔哩(BILI)$能奔溃，还能上热搜，是不是说明他用户量太大了

天黑好投资

2021-09-22

$融创中国(01918)$别了，dic

天黑好投资

2021-09-22

$富力地产(02777)$雷霆万钧

天黑好投资

2021-09-22

$淘屏(TAOP)$虽日渐无力，但我却不想丧失信心。

天黑好投资

2021-09-17

$世茂服务(00873)$放弃了

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href=\"https://laohu8.com/S/02777\">$富力地产(02777)$</a>雷霆万钧","text":"$富力地产(02777)$雷霆万钧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869273266","isVote":1,"tweetType":1,"viewCount":1887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869273308,"gmtCreate":1632298489004,"gmtModify":1632298489004,"author":{"id":"4088135820967560","authorId":"4088135820967560","name":"天黑好投资","avatar":"https://static.tigerbbs.com/09ead30cc38074807b24e024cf2d0485","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869273308","repostId":"869240794","repostType":1,"repost":{"id":869240794,"gmtCreate":1632297340418,"gmtModify":1632297340418,"author":{"id":"3537495099315769","authorId":"3537495099315769","name":"贝多财经","avatar":"https://static.tigerbbs.com/877a3c5d8839f64e4a3fd9d269db942e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"不玩了？中策集团要卖掉恒大汽车全部股份，“必要时可迅速出售”","htmlText":"日前，港交所上市公司中策集团（HK:00235）发布公告，称公司建议在股东特别大会上预先寻求股东批准出售授权，允许董事可在授权期间出售最多1.336亿股恒大汽车股份，相当于恒大汽车已发行股份总数的约1.37%。据了解，这也是中策集团持有的全部恒大汽车的股份。此前的2021年8月24日，中策集团一家间接全资附属公司佳致于二级市场出售部分中国恒大集团优先票据，合计约263.8万美元。值得一提的是，中策集团在公布2021年中期业绩报告时称，其2021年上半年产生净亏损的主要原因，是由于所持上市股本证券组合公允值净减少所致，公允值净减少主要包括恒大汽车公允值减少1.74亿港元。财报显示，中策集团上半年收入3.25亿港元，2020年同期为1.43亿港元；净亏损1.96亿港元，而2020年同期为净利润5165.1万元，同比减少480.68%，由盈转亏。根据公开信息，中策集团曾在2015年3月投资恒大汽车的前身——恒大健康。截至2020年年末，中策集团持有恒大汽车1.336亿股普通股股份，占其已发行股份约1.52%，对应的持仓市值为44.84亿港元。而截至2021年6月30日，中策集团投资恒大汽车的累计持有收益达36.42亿港元。其中，中策集团对恒大汽车的投资的账面值为38.61亿港元，占该集团总资产约46.96%。据贝多财经了解，恒大汽车的股价曾在2021年2月13日收报72.45港元/股，对应的总市值达到7077.64亿港元，创造历史新高。以中策集团持有恒大汽车1.336亿股普通股股份计算，其持仓市值达到96.79亿港元。而截至2021年9月21日，中策集团对恒大汽车的持仓市值仅剩3.87亿港元。相比之下，中策集团持有的恒大汽车市值较历史高位缩水约96%，较2021年6月30日的38.61亿港元下跌89.96%。这意味着，中策集团对恒大汽车的投资收益在2021年上半年大幅增值，但在2","listText":"日前，港交所上市公司中策集团（HK:00235）发布公告，称公司建议在股东特别大会上预先寻求股东批准出售授权，允许董事可在授权期间出售最多1.336亿股恒大汽车股份，相当于恒大汽车已发行股份总数的约1.37%。据了解，这也是中策集团持有的全部恒大汽车的股份。此前的2021年8月24日，中策集团一家间接全资附属公司佳致于二级市场出售部分中国恒大集团优先票据，合计约263.8万美元。值得一提的是，中策集团在公布2021年中期业绩报告时称，其2021年上半年产生净亏损的主要原因，是由于所持上市股本证券组合公允值净减少所致，公允值净减少主要包括恒大汽车公允值减少1.74亿港元。财报显示，中策集团上半年收入3.25亿港元，2020年同期为1.43亿港元；净亏损1.96亿港元，而2020年同期为净利润5165.1万元，同比减少480.68%，由盈转亏。根据公开信息，中策集团曾在2015年3月投资恒大汽车的前身——恒大健康。截至2020年年末，中策集团持有恒大汽车1.336亿股普通股股份，占其已发行股份约1.52%，对应的持仓市值为44.84亿港元。而截至2021年6月30日，中策集团投资恒大汽车的累计持有收益达36.42亿港元。其中，中策集团对恒大汽车的投资的账面值为38.61亿港元，占该集团总资产约46.96%。据贝多财经了解，恒大汽车的股价曾在2021年2月13日收报72.45港元/股，对应的总市值达到7077.64亿港元，创造历史新高。以中策集团持有恒大汽车1.336亿股普通股股份计算，其持仓市值达到96.79亿港元。而截至2021年9月21日，中策集团对恒大汽车的持仓市值仅剩3.87亿港元。相比之下，中策集团持有的恒大汽车市值较历史高位缩水约96%，较2021年6月30日的38.61亿港元下跌89.96%。这意味着，中策集团对恒大汽车的投资收益在2021年上半年大幅增值，但在2","text":"日前，港交所上市公司中策集团（HK:00235）发布公告，称公司建议在股东特别大会上预先寻求股东批准出售授权，允许董事可在授权期间出售最多1.336亿股恒大汽车股份，相当于恒大汽车已发行股份总数的约1.37%。据了解，这也是中策集团持有的全部恒大汽车的股份。此前的2021年8月24日，中策集团一家间接全资附属公司佳致于二级市场出售部分中国恒大集团优先票据，合计约263.8万美元。值得一提的是，中策集团在公布2021年中期业绩报告时称，其2021年上半年产生净亏损的主要原因，是由于所持上市股本证券组合公允值净减少所致，公允值净减少主要包括恒大汽车公允值减少1.74亿港元。财报显示，中策集团上半年收入3.25亿港元，2020年同期为1.43亿港元；净亏损1.96亿港元，而2020年同期为净利润5165.1万元，同比减少480.68%，由盈转亏。根据公开信息，中策集团曾在2015年3月投资恒大汽车的前身——恒大健康。截至2020年年末，中策集团持有恒大汽车1.336亿股普通股股份，占其已发行股份约1.52%，对应的持仓市值为44.84亿港元。而截至2021年6月30日，中策集团投资恒大汽车的累计持有收益达36.42亿港元。其中，中策集团对恒大汽车的投资的账面值为38.61亿港元，占该集团总资产约46.96%。据贝多财经了解，恒大汽车的股价曾在2021年2月13日收报72.45港元/股，对应的总市值达到7077.64亿港元，创造历史新高。以中策集团持有恒大汽车1.336亿股普通股股份计算，其持仓市值达到96.79亿港元。而截至2021年9月21日，中策集团对恒大汽车的持仓市值仅剩3.87亿港元。相比之下，中策集团持有的恒大汽车市值较历史高位缩水约96%，较2021年6月30日的38.61亿港元下跌89.96%。这意味着，中策集团对恒大汽车的投资收益在2021年上半年大幅增值，但在2","images":[{"img":"https://static.tigerbbs.com/6385aaf81969d000ca0f50646eb25cf1","width":"688","height":"516"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869240794","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869273020,"gmtCreate":1632298482060,"gmtModify":1632298482060,"author":{"id":"4088135820967560","authorId":"4088135820967560","name":"天黑好投资","avatar":"https://static.tigerbbs.com/09ead30cc38074807b24e024cf2d0485","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869273020","repostId":"869247559","repostType":1,"repost":{"id":869247559,"gmtCreate":1632298224471,"gmtModify":1632298224471,"author":{"id":"3436310715787496","authorId":"3436310715787496","name":"金思汇闻","avatar":"https://static.tigerbbs.com/569b7e391b67b52cb16b8b7a353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从@<a target=\"_blank\" href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a>&nbsp;恒大汽车没有车，夫妻肺片没夫妻开始，恒大就是中国财经领域近10年来最为热门的话题，只不过前几年变着法的不停夸恒大的各类媒体，现在开始了墙倒众人推，不断的踩恒大。 投资者喜欢从热门话题中选择投资对象，很符合人性的思维方式，但往往也是最不符合常识的一点。努力去克服人性，需要更多常识性的理性思维。对于恒大这个热门的话题，我们不妨从地产这个行业看起来。 没有坏的行业，只有坏公司 如果说这一两年，要选一个最不景气的行业，莫过于房地产吧。政策的打压几乎成了所有地产公司股价大幅下滑的唯一借口。整个港股地产板块中，今年以来跌幅最大的前20家公司里，其中包括了最近几年网上最为热门的地产公司，恒大、融创、碧桂园，以及在这个板块里传统意义上的龙头企业保利与万科<a target=\"_blank\" href=\"https://laohu8.com/S/000002\">$万科A(000002)$</a>&nbsp;，貌似这个行业里，没有任何的力量可以和趋势进行对抗。 但如果你有能力，又足够细心，你会发现在这个行业里，也并不缺乏好的投资机会。鼎丰集团在今年涨幅已经超过1.5倍，在市值超过100亿港币的地产上市公司中，涨幅最高的前十名里最差的长实集团，涨幅也超过了20%。本质上，投资并不区分行业周期性的好与坏，重要是选择性价比，这里面的性价比，就是潜在收益与潜在风险之间的关系，对于认知不同的人，其评价态度可能是完全不同的。 &nbsp;热门公司背后的常识","listText":"地产界皮带哥的故事，是近期的至HOT话题，恒大财富的做法固然够坏，但诸多中小投资者如果不从自己贪便宜的心态、不尊重常识的行为中进行反思，而将所有的责任都推向外界，恐怕日后继续吃亏也只是时间问题。 从@<a target=\"_blank\" href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a>&nbsp;恒大汽车没有车，夫妻肺片没夫妻开始，恒大就是中国财经领域近10年来最为热门的话题，只不过前几年变着法的不停夸恒大的各类媒体，现在开始了墙倒众人推，不断的踩恒大。 投资者喜欢从热门话题中选择投资对象，很符合人性的思维方式，但往往也是最不符合常识的一点。努力去克服人性，需要更多常识性的理性思维。对于恒大这个热门的话题，我们不妨从地产这个行业看起来。 没有坏的行业，只有坏公司 如果说这一两年，要选一个最不景气的行业，莫过于房地产吧。政策的打压几乎成了所有地产公司股价大幅下滑的唯一借口。整个港股地产板块中，今年以来跌幅最大的前20家公司里，其中包括了最近几年网上最为热门的地产公司，恒大、融创、碧桂园，以及在这个板块里传统意义上的龙头企业保利与万科<a target=\"_blank\" href=\"https://laohu8.com/S/000002\">$万科A(000002)$</a>&nbsp;，貌似这个行业里，没有任何的力量可以和趋势进行对抗。 但如果你有能力，又足够细心，你会发现在这个行业里，也并不缺乏好的投资机会。鼎丰集团在今年涨幅已经超过1.5倍，在市值超过100亿港币的地产上市公司中，涨幅最高的前十名里最差的长实集团，涨幅也超过了20%。本质上，投资并不区分行业周期性的好与坏，重要是选择性价比，这里面的性价比，就是潜在收益与潜在风险之间的关系，对于认知不同的人，其评价态度可能是完全不同的。 &nbsp;热门公司背后的常识","text":"地产界皮带哥的故事，是近期的至HOT话题，恒大财富的做法固然够坏，但诸多中小投资者如果不从自己贪便宜的心态、不尊重常识的行为中进行反思，而将所有的责任都推向外界，恐怕日后继续吃亏也只是时间问题。 从@$中国恒大(03333)$ 恒大汽车没有车，夫妻肺片没夫妻开始，恒大就是中国财经领域近10年来最为热门的话题，只不过前几年变着法的不停夸恒大的各类媒体，现在开始了墙倒众人推，不断的踩恒大。 投资者喜欢从热门话题中选择投资对象，很符合人性的思维方式，但往往也是最不符合常识的一点。努力去克服人性，需要更多常识性的理性思维。对于恒大这个热门的话题，我们不妨从地产这个行业看起来。 没有坏的行业，只有坏公司 如果说这一两年，要选一个最不景气的行业，莫过于房地产吧。政策的打压几乎成了所有地产公司股价大幅下滑的唯一借口。整个港股地产板块中，今年以来跌幅最大的前20家公司里，其中包括了最近几年网上最为热门的地产公司，恒大、融创、碧桂园，以及在这个板块里传统意义上的龙头企业保利与万科$万科A(000002)$ ，貌似这个行业里，没有任何的力量可以和趋势进行对抗。 但如果你有能力，又足够细心，你会发现在这个行业里，也并不缺乏好的投资机会。鼎丰集团在今年涨幅已经超过1.5倍，在市值超过100亿港币的地产上市公司中，涨幅最高的前十名里最差的长实集团，涨幅也超过了20%。本质上，投资并不区分行业周期性的好与坏，重要是选择性价比，这里面的性价比，就是潜在收益与潜在风险之间的关系，对于认知不同的人，其评价态度可能是完全不同的。 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14:21","market":"hk","language":"zh","title":"社区团购“下一站”，退潮还是重生？","url":"https://stock-news.laohu8.com/highlight/detail?id=2167519647","media":"经济日报","summary":"社区团购终于走到命运的“十字路口”。9月14日，阿里巴巴社区电商召开发布会，宣布将其品牌正式升级为“淘菜菜”，将沉寂多时的社区团购再次拉回到人们的视野当中。今年以来，监管力度不断加大，社区团购一度成为","content":"<p>社区团购终于走到命运的“十字路口”。9月14日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>社区电商召开发布会，宣布将其品牌正式升级为“淘菜菜”，将沉寂多时的社区团购再次拉回到人们的视野当中。今年以来，监管力度不断加大，社区团购一度成为各大企业避而不谈的话题。持续亏损、资本退烧、监管趋严、投诉不断，有些社区团购企业逐渐退出市场，但也有一些企业迎难而上转型升级。面对全新的市场环境，社区团购是全面“退潮”还是走向“重生”？</p>\n<p><b>行业发展有喜有忧</b></p>\n<p>今年以来，随着有关部门对社区团购监管加码，行业发展态势急转直下。7月7日，同程生活正式宣布破产，并宣称“几年来因经营不善，虽经多方努力，但仍然无法摆脱经营困境”。在同程生活“猝死”的同时，十荟团也传出全国整体战略收缩的消息。橙心优选的日子一样不容乐观，记者近日多次打开橙心优选APP，不论是粮油调味、日用百货还是个护清洁等页面，多数商品都显示为“已售罄”状态。</p>\n<p><img src=\"https://static.tigerbbs.com/bc759f35f7779d5020350b521ce63364\" tg-width=\"550\" tg-height=\"413\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">企查查数据显示，2020年社区团购公开融资事件达19起，披露融资金额高达171.7亿元，同比增长356.3%，创下历史新高。而今年前8个月，社区团购赛道仅完成11起融资。</p>\n<p>强监管下，企业命运不尽相同。今年3月份，阿里整合零售通、盒马集市成立社区电商部门，对外品牌为“盒马集市”“淘宝买菜”。9月14日，阿里社区电商继续发力，统一升级品牌为“淘菜菜”。</p>\n<p>“我们希望在为群众提供更多的好货和服务的同时，帮助农民增加收入，让小店生意更好。”在阿里淘菜菜负责人戴珊看来，阿里做社区电商并不是为抢小贩生意而来。</p>\n<p>值得注意的是，美团优选、多多买菜日件量仍然领跑行业，优势凸显。虽然监管趋严叠加消费淡季，两大平台春节期间件量出现短期下滑，但随后平台通过活动运营件量得以恢复。<a href=\"https://laohu8.com/S/601162\">天风证券</a>数据显示，美团优选件量日均稳定在2300万，同期多多买菜日件量在2000万左右。</p>\n<p><b>向近场电商演变</b></p>\n<p>社区团购是源于社交电商的一种团购模式，在快速发展过程中，行业出现补贴大战、低价倾销等一系列问题，严重破坏了原有市场的价格秩序，损害了公平竞争的市场环境，给线下社区经济造成了冲击。</p>\n<p>近日，国家市场监管总局局长张工在国新办发布会上表示，严厉查处社区团购领域低价倾销、价格欺诈等违法行为，加强虚假促销、大数据杀熟等不正当竞争行为监管执法，坚决防止资本无序扩张，保护消费者利益。</p>\n<p>随着监管趋严，社区团购野蛮生长的乱象有所收敛，行业粗放式扩张将告一段落，追求精细化运营成为下一阶段企业经营的必然选择。</p>\n<p>据统计，近年来社区团购用户规模增速不断下滑，2018年至2020年增速分别为58.01%、25.37%、11.9%。行业退潮背后，实质上是传统的社区团购模式走进了“死胡同”。</p>\n<p><img src=\"https://static.tigerbbs.com/627327f68d167fc28124a459463354e0\" tg-width=\"550\" tg-height=\"379\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<h2></h2>\n<p>当前，社区团购行业整体仍处起步阶段，需要持续进化和升级。天风证券认为，随着物流基础设施的完善，供应链效率提升，现有的社区团购有望进阶到近场电商阶段，最终进化为以社区为中心的综合电商平台，满足3公里至5公里半径内消费者生活相关的高频需求。</p>\n<p>业内专家表示，在社区团购向近场电商的演变过程中，早期行业以“流量”为核心，各大平台依靠补贴、团长获客、主站导流等方式，快速抢占市场；下一阶段履约体系将成为市场竞争关键要素，高效的仓配履约体系，多品类、多层次的供应链将成为平台向近场电商进化的竞争优势。</p>\n<p>“目前，各大平台相继入局社区团购行业，市场集中度将不断提升，其发展也会更注重服务性，而不是商业的逐利性。”中南财经政法大学数字经济研究院执行院长盘和林说。</p>\n<p><b>行业潜力有待挖掘</b></p>\n<p>长期来看，社区团购行业的良性竞争利于行业发展，行业巨大潜力仍有待挖掘。天风证券数据显示，2020年中国社区零售市场总规模约11.9万亿元，线上化率为20.9%；在各种线上渠道协同作用下，预计2025年社区零售总市场规模将达到15.7万亿元，线上化率为45.5%。</p>\n<p><img src=\"https://static.tigerbbs.com/ed4b76e0a51e4ee6a8734c98dacdb1f0\" tg-width=\"372\" tg-height=\"469\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<h2></h2>\n<p>“技术进步会推动商业，包括社区零售的发展，也会改变消费者的行为方式。”首都经济贸易大学教授陈立平表示，社区的商业机会还未被全部挖掘出来，未来20年至30年，培育中国零售业发展的主要土壤在社区。</p>\n<p>“如何将电商平台和社区零售融合起来，既是一个机遇，也是一个挑战。”中国社会科学院财经战略研究院互联网经济研究室主任李勇坚表示，电商平台和社区小店未来一定是融合的关系。电商平台如果能将产品营销、产品供应链管理、门店数字化改造、客户智慧化管理、精准化营销等方面嫁接到社区门店里，社区零售一定会获得非常大的成长空间。</p>\n<p><img src=\"https://static.tigerbbs.com/cf0fe2ac4867ca4e69f97914c93464bd\" tg-width=\"550\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<h2></h2>\n<p>长远来看，与远场电商相比，近场电商将为<a href=\"https://laohu8.com/S/000061\">农产品</a>上行提供新的动力。中国农业的结构性矛盾是供给过剩，卖难买贵，原因是流通效率低，信息不对称。农产品层层流转产生的信息误差，是供需不平衡的重要因素。此外，从全国来看，冷链物流等基础设施仍然十分薄弱。</p>\n<p>根据近场电商模式的逻辑路径，通过搭建社区数字化销售服务网络，聚合确定性的终端消费需求，推动中小企业和农产品基地深度融入供应链，打通物流、商流、信息流、资金流，通过集中采购和配送，形成相对于传统零售和远场电商的时间和成本优势，进而降低全社会的交易成本。</p>\n<p>“这种模式能够实现以销定产和以销优产，引导制造业和农业的高质量发展和数字化转型。”阿里巴巴社区电商湖北运营总监李标亚说。</p>","source":"lsy1597656426531","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>社区团购“下一站”，退潮还是重生？</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社区团购“下一站”，退潮还是重生？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-16 14:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/i/gn/2021-09-16/detail-iktzqtyt6334411.d.html?vt=4><strong>经济日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>社区团购终于走到命运的“十字路口”。9月14日，阿里巴巴社区电商召开发布会，宣布将其品牌正式升级为“淘菜菜”，将沉寂多时的社区团购再次拉回到人们的视野当中。今年以来，监管力度不断加大，社区团购一度成为各大企业避而不谈的话题。持续亏损、资本退烧、监管趋严、投诉不断，有些社区团购企业逐渐退出市场，但也有一些企业迎难而上转型升级。面对全新的市场环境，社区团购是全面“退潮”还是走向“重生”？\n行业发展...</p>\n\n<a href=\"https://tech.sina.cn/i/gn/2021-09-16/detail-iktzqtyt6334411.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bc759f35f7779d5020350b521ce63364","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"https://tech.sina.cn/i/gn/2021-09-16/detail-iktzqtyt6334411.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167519647","content_text":"社区团购终于走到命运的“十字路口”。9月14日，阿里巴巴社区电商召开发布会，宣布将其品牌正式升级为“淘菜菜”，将沉寂多时的社区团购再次拉回到人们的视野当中。今年以来，监管力度不断加大，社区团购一度成为各大企业避而不谈的话题。持续亏损、资本退烧、监管趋严、投诉不断，有些社区团购企业逐渐退出市场，但也有一些企业迎难而上转型升级。面对全新的市场环境，社区团购是全面“退潮”还是走向“重生”？\n行业发展有喜有忧\n今年以来，随着有关部门对社区团购监管加码，行业发展态势急转直下。7月7日，同程生活正式宣布破产，并宣称“几年来因经营不善，虽经多方努力，但仍然无法摆脱经营困境”。在同程生活“猝死”的同时，十荟团也传出全国整体战略收缩的消息。橙心优选的日子一样不容乐观，记者近日多次打开橙心优选APP，不论是粮油调味、日用百货还是个护清洁等页面，多数商品都显示为“已售罄”状态。\n企查查数据显示，2020年社区团购公开融资事件达19起，披露融资金额高达171.7亿元，同比增长356.3%，创下历史新高。而今年前8个月，社区团购赛道仅完成11起融资。\n强监管下，企业命运不尽相同。今年3月份，阿里整合零售通、盒马集市成立社区电商部门，对外品牌为“盒马集市”“淘宝买菜”。9月14日，阿里社区电商继续发力，统一升级品牌为“淘菜菜”。\n“我们希望在为群众提供更多的好货和服务的同时，帮助农民增加收入，让小店生意更好。”在阿里淘菜菜负责人戴珊看来，阿里做社区电商并不是为抢小贩生意而来。\n值得注意的是，美团优选、多多买菜日件量仍然领跑行业，优势凸显。虽然监管趋严叠加消费淡季，两大平台春节期间件量出现短期下滑，但随后平台通过活动运营件量得以恢复。天风证券数据显示，美团优选件量日均稳定在2300万，同期多多买菜日件量在2000万左右。\n向近场电商演变\n社区团购是源于社交电商的一种团购模式，在快速发展过程中，行业出现补贴大战、低价倾销等一系列问题，严重破坏了原有市场的价格秩序，损害了公平竞争的市场环境，给线下社区经济造成了冲击。\n近日，国家市场监管总局局长张工在国新办发布会上表示，严厉查处社区团购领域低价倾销、价格欺诈等违法行为，加强虚假促销、大数据杀熟等不正当竞争行为监管执法，坚决防止资本无序扩张，保护消费者利益。\n随着监管趋严，社区团购野蛮生长的乱象有所收敛，行业粗放式扩张将告一段落，追求精细化运营成为下一阶段企业经营的必然选择。\n据统计，近年来社区团购用户规模增速不断下滑，2018年至2020年增速分别为58.01%、25.37%、11.9%。行业退潮背后，实质上是传统的社区团购模式走进了“死胡同”。\n\n\n当前，社区团购行业整体仍处起步阶段，需要持续进化和升级。天风证券认为，随着物流基础设施的完善，供应链效率提升，现有的社区团购有望进阶到近场电商阶段，最终进化为以社区为中心的综合电商平台，满足3公里至5公里半径内消费者生活相关的高频需求。\n业内专家表示，在社区团购向近场电商的演变过程中，早期行业以“流量”为核心，各大平台依靠补贴、团长获客、主站导流等方式，快速抢占市场；下一阶段履约体系将成为市场竞争关键要素，高效的仓配履约体系，多品类、多层次的供应链将成为平台向近场电商进化的竞争优势。\n“目前，各大平台相继入局社区团购行业，市场集中度将不断提升，其发展也会更注重服务性，而不是商业的逐利性。”中南财经政法大学数字经济研究院执行院长盘和林说。\n行业潜力有待挖掘\n长期来看，社区团购行业的良性竞争利于行业发展，行业巨大潜力仍有待挖掘。天风证券数据显示，2020年中国社区零售市场总规模约11.9万亿元，线上化率为20.9%；在各种线上渠道协同作用下，预计2025年社区零售总市场规模将达到15.7万亿元，线上化率为45.5%。\n\n\n“技术进步会推动商业，包括社区零售的发展，也会改变消费者的行为方式。”首都经济贸易大学教授陈立平表示，社区的商业机会还未被全部挖掘出来，未来20年至30年，培育中国零售业发展的主要土壤在社区。\n“如何将电商平台和社区零售融合起来，既是一个机遇，也是一个挑战。”中国社会科学院财经战略研究院互联网经济研究室主任李勇坚表示，电商平台和社区小店未来一定是融合的关系。电商平台如果能将产品营销、产品供应链管理、门店数字化改造、客户智慧化管理、精准化营销等方面嫁接到社区门店里，社区零售一定会获得非常大的成长空间。\n\n\n长远来看，与远场电商相比，近场电商将为农产品上行提供新的动力。中国农业的结构性矛盾是供给过剩，卖难买贵，原因是流通效率低，信息不对称。农产品层层流转产生的信息误差，是供需不平衡的重要因素。此外，从全国来看，冷链物流等基础设施仍然十分薄弱。\n根据近场电商模式的逻辑路径，通过搭建社区数字化销售服务网络，聚合确定性的终端消费需求，推动中小企业和农产品基地深度融入供应链，打通物流、商流、信息流、资金流，通过集中采购和配送，形成相对于传统零售和远场电商的时间和成本优势，进而降低全社会的交易成本。\n“这种模式能够实现以销定产和以销优产，引导制造业和农业的高质量发展和数字化转型。”阿里巴巴社区电商湖北运营总监李标亚说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885814300,"gmtCreate":1631775566700,"gmtModify":1631775566700,"author":{"id":"4088135820967560","authorId":"4088135820967560","name":"天黑好投资","avatar":"https://static.tigerbbs.com/09ead30cc38074807b24e024cf2d0485","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885814300","repostId":"1192570115","repostType":4,"repost":{"id":"1192570115","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":1631775127,"share":"https://www.laohu8.com/m/news/1192570115?lang=&edition=full","pubTime":"2021-09-16 14:52","market":"us","language":"zh","title":"发改委：到2025年能耗双控制度更加健全，能源资源利用效率大幅提高","url":"https://stock-news.laohu8.com/highlight/detail?id=1192570115","media":"老虎资讯综合","summary":"9月16日电，发改委印发《完善能源消费强度和总量双控制度方案》。方案提出，到2025年，能耗双控制度更加健全，能源资源配置更加合理、利用效率大幅提高。到2030年，能耗双控制度进一步完善，能耗强度继续","content":"<p>9月16日电，发改委印发《完善能源消费强度和总量双控制度方案》。方案提出，到2025年，能耗双控制度更加健全，能源资源配置更加合理、利用效率大幅提高。到2030年，能耗双控制度进一步完善，能耗强度继续大幅下降，能源消费总量得到合理控制，能源结构更加优化。到2035年，能源资源优化配置、全面节约制度更加成熟和定型，有力支撑碳排放达峰后稳中有降目标实现。</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>发改委：到2025年能耗双控制度更加健全，能源资源利用效率大幅提高</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发改委：到2025年能耗双控制度更加健全，能源资源利用效率大幅提高\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\">2021-09-16 14:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月16日电，发改委印发《完善能源消费强度和总量双控制度方案》。方案提出，到2025年，能耗双控制度更加健全，能源资源配置更加合理、利用效率大幅提高。到2030年，能耗双控制度进一步完善，能耗强度继续大幅下降，能源消费总量得到合理控制，能源结构更加优化。到2035年，能源资源优化配置、全面节约制度更加成熟和定型，有力支撑碳排放达峰后稳中有降目标实现。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192570115","content_text":"9月16日电，发改委印发《完善能源消费强度和总量双控制度方案》。方案提出，到2025年，能耗双控制度更加健全，能源资源配置更加合理、利用效率大幅提高。到2030年，能耗双控制度进一步完善，能耗强度继续大幅下降，能源消费总量得到合理控制，能源结构更加优化。到2035年，能源资源优化配置、全面节约制度更加成熟和定型，有力支撑碳排放达峰后稳中有降目标实现。","news_type":1},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885814070,"gmtCreate":1631775556790,"gmtModify":1631775556790,"author":{"id":"4088135820967560","authorId":"4088135820967560","name":"天黑好投资","avatar":"https://static.tigerbbs.com/09ead30cc38074807b24e024cf2d0485","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09889\">$东莞农商银行(09889)$</a>可玩","listText":"<a href=\"https://laohu8.com/S/09889\">$东莞农商银行(09889)$</a>可玩","text":"$东莞农商银行(09889)$可玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885814070","isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885815438,"gmtCreate":1631775548124,"gmtModify":1631775548124,"author":{"id":"4088135820967560","authorId":"4088135820967560","name":"天黑好投资","avatar":"https://static.tigerbbs.com/09ead30cc38074807b24e024cf2d0485","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885815438","repostId":"1162180604","repostType":4,"repost":{"id":"1162180604","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":1631758579,"share":"https://www.laohu8.com/m/news/1162180604?lang=&edition=full","pubTime":"2021-09-16 10:16","market":"hk","language":"zh","title":"东莞农商银行今起招股，入场费8797.78港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1162180604","media":"老虎资讯综合","summary":"9月16日，东莞农商银行发布公告，将于9月16日-21日招股，公司拟发行约11.48亿股股份，其中公开发售约1.15亿股，国际发售约10.33亿股，每股发行价7.92-8.71港元，每手1000股，预","content":"<p>9月16日，<a href=\"https://laohu8.com/S/09889\">东莞农商银行</a>发布公告，将于9月16日-21日招股，公司拟发行约11.48亿股股份，其中公开发售约1.15亿股，国际发售约10.33亿股，每股发行价7.92-8.71港元，每手1000股，预期将于9月29日上市。<img src=\"https://static.tigerbbs.com/f5e2d100ef00d0d9c51f0d0602eeeac5\" tg-width=\"870\" tg-height=\"754\" referrerpolicy=\"no-referrer\"><b>申购阶梯：</b></p>\n<p>每手1000股，入场费8797.78港元。</p>\n<p>乙组门槛为60万股，申购所需资金约5278662.40港元。</p>\n<p><img src=\"https://static.tigerbbs.com/2a1fd0e5af9221f7be7ce1546e583965\" tg-width=\"859\" tg-height=\"590\" referrerpolicy=\"no-referrer\">基石投资者方面，福民发展有限公司同意按发售价认购可供认购的发售股份数目，总额10亿港元。<img src=\"https://static.tigerbbs.com/fd84ac59de6b0fc238da2c7f396a432e\" tg-width=\"998\" tg-height=\"323\" referrerpolicy=\"no-referrer\">筹资用途方面，公司所得款项净额92.95亿元(假设超额配股权未获行使，以发行价中位数计算)。拟用于强化资本基础，以支持业务的持续增长。全球发售所得款项净额可补充集团的核心一级资本，从而提升其资本充足指标，包括核心一级资本充足率、一级资本充足率及资本充足率。</p>\n<p>财务数据方面，2018年至2020年，集团录得营业收入人民币97.78亿元、117.95亿元及120.47亿元，复合年增长率为11%；同期录得净利润人民币44.53亿元、48.70亿元及50.55亿元，复合年增长率为6.6%。2021年第一季度，集团录得营业收入31.56亿元、净利润17.59亿元。<img src=\"https://static.tigerbbs.com/9fe9e00dfd7abb2d95ed269f6eea4226\" tg-width=\"1030\" tg-height=\"755\" referrerpolicy=\"no-referrer\">东莞农商银行在东莞透过广泛的分销网络提供定制化金融产品及服务。截至最后实际可行日期，该行共有505个网点，其中501个位于东莞，覆盖东莞所有行政区域。根据中国银保监会东莞监管分局相关统计，该行是东莞市商业银行中拥有最多网点的银行。</p>\n<p>根据中国银行业协会2021年发布的《2021年中国银行业100强榜单》，<b>以截至2020年12月31日的总资产统计，东莞农商银行是中国第五大的农村商业银行。</b></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>东莞农商银行今起招股，入场费8797.78港元</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东莞农商银行今起招股，入场费8797.78港元\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\">2021-09-16 10:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月16日，<a href=\"https://laohu8.com/S/09889\">东莞农商银行</a>发布公告，将于9月16日-21日招股，公司拟发行约11.48亿股股份，其中公开发售约1.15亿股，国际发售约10.33亿股，每股发行价7.92-8.71港元，每手1000股，预期将于9月29日上市。<img src=\"https://static.tigerbbs.com/f5e2d100ef00d0d9c51f0d0602eeeac5\" tg-width=\"870\" tg-height=\"754\" referrerpolicy=\"no-referrer\"><b>申购阶梯：</b></p>\n<p>每手1000股，入场费8797.78港元。</p>\n<p>乙组门槛为60万股，申购所需资金约5278662.40港元。</p>\n<p><img src=\"https://static.tigerbbs.com/2a1fd0e5af9221f7be7ce1546e583965\" tg-width=\"859\" tg-height=\"590\" referrerpolicy=\"no-referrer\">基石投资者方面，福民发展有限公司同意按发售价认购可供认购的发售股份数目，总额10亿港元。<img src=\"https://static.tigerbbs.com/fd84ac59de6b0fc238da2c7f396a432e\" tg-width=\"998\" tg-height=\"323\" referrerpolicy=\"no-referrer\">筹资用途方面，公司所得款项净额92.95亿元(假设超额配股权未获行使，以发行价中位数计算)。拟用于强化资本基础，以支持业务的持续增长。全球发售所得款项净额可补充集团的核心一级资本，从而提升其资本充足指标，包括核心一级资本充足率、一级资本充足率及资本充足率。</p>\n<p>财务数据方面，2018年至2020年，集团录得营业收入人民币97.78亿元、117.95亿元及120.47亿元，复合年增长率为11%；同期录得净利润人民币44.53亿元、48.70亿元及50.55亿元，复合年增长率为6.6%。2021年第一季度，集团录得营业收入31.56亿元、净利润17.59亿元。<img src=\"https://static.tigerbbs.com/9fe9e00dfd7abb2d95ed269f6eea4226\" tg-width=\"1030\" tg-height=\"755\" referrerpolicy=\"no-referrer\">东莞农商银行在东莞透过广泛的分销网络提供定制化金融产品及服务。截至最后实际可行日期，该行共有505个网点，其中501个位于东莞，覆盖东莞所有行政区域。根据中国银保监会东莞监管分局相关统计，该行是东莞市商业银行中拥有最多网点的银行。</p>\n<p>根据中国银行业协会2021年发布的《2021年中国银行业100强榜单》，<b>以截至2020年12月31日的总资产统计，东莞农商银行是中国第五大的农村商业银行。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55a6356f9706effd9bc8acc57b516010","relate_stocks":{"09889":"东莞农商银行"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162180604","content_text":"9月16日，东莞农商银行发布公告，将于9月16日-21日招股，公司拟发行约11.48亿股股份，其中公开发售约1.15亿股，国际发售约10.33亿股，每股发行价7.92-8.71港元，每手1000股，预期将于9月29日上市。申购阶梯：\n每手1000股，入场费8797.78港元。\n乙组门槛为60万股，申购所需资金约5278662.40港元。\n基石投资者方面，福民发展有限公司同意按发售价认购可供认购的发售股份数目，总额10亿港元。筹资用途方面，公司所得款项净额92.95亿元(假设超额配股权未获行使，以发行价中位数计算)。拟用于强化资本基础，以支持业务的持续增长。全球发售所得款项净额可补充集团的核心一级资本，从而提升其资本充足指标，包括核心一级资本充足率、一级资本充足率及资本充足率。\n财务数据方面，2018年至2020年，集团录得营业收入人民币97.78亿元、117.95亿元及120.47亿元，复合年增长率为11%；同期录得净利润人民币44.53亿元、48.70亿元及50.55亿元，复合年增长率为6.6%。2021年第一季度，集团录得营业收入31.56亿元、净利润17.59亿元。东莞农商银行在东莞透过广泛的分销网络提供定制化金融产品及服务。截至最后实际可行日期，该行共有505个网点，其中501个位于东莞，覆盖东莞所有行政区域。根据中国银保监会东莞监管分局相关统计，该行是东莞市商业银行中拥有最多网点的银行。\n根据中国银行业协会2021年发布的《2021年中国银行业100强榜单》，以截至2020年12月31日的总资产统计，东莞农商银行是中国第五大的农村商业银行。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882058456,"gmtCreate":1631633267575,"gmtModify":1631633267575,"author":{"id":"4088135820967560","authorId":"4088135820967560","name":"天黑好投资","avatar":"https://static.tigerbbs.com/09ead30cc38074807b24e024cf2d0485","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/GSMG\">$耀世星辉(GSMG)$</a>修复狂涨阶段，多点耐心。等下一波","text":"$耀世星辉(GSMG)$修复狂涨阶段，多点耐心。等下一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/815175790","isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810262629,"gmtCreate":1629981664461,"gmtModify":1629981664461,"author":{"id":"4088135820967560","authorId":"4088135820967560","name":"天黑好投资","avatar":"https://static.tigerbbs.com/09ead30cc38074807b24e024cf2d0485","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSMG\">$耀世星辉(GSMG)$</a>机构投资人，真不会值机构入场了吧。要是那样我就不怕了，毕竟人家看到6元","listText":"<a href=\"https://laohu8.com/S/GSMG\">$耀世星辉(GSMG)$</a>机构投资人，真不会值机构入场了吧。要是那样我就不怕了，毕竟人家看到6元","text":"$耀世星辉(GSMG)$机构投资人，真不会值机构入场了吧。要是那样我就不怕了，毕竟人家看到6元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810262629","repostId":"2154500990","repostType":2,"repost":{"id":"2154500990","pubTimestamp":1627383600,"share":"https://www.laohu8.com/m/news/2154500990?lang=&edition=full","pubTime":"2021-07-27 19:00","market":"hk","language":"zh","title":"东兴证券（香港）：给予耀世星辉（GSMG.US）每股目标价6.05美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2154500990","media":"智通财经","summary":"东兴证券(香港)发布研究报告，预计2021年耀世星辉收入增长约50%，结合公司自身基本面和历史市场估值、可比同业基本面和估值情况的两个维度，给予公司12个月2.21倍的目标市销率，对应每股目标价6.05美元，及合理预期估值约为4.09亿美元。公司当前股价较目标价仍有168%的上涨空间。报告称，自成立以来，耀世星辉专注于提供广告及内容制作服务。","content":"<html><body><p><a href=\"https://laohu8.com/S/601198\">东兴证券</a>(香港)发布研究报告，预计2021年<a href=\"https://laohu8.com/S/GSMG\">耀世星辉</a>(GSMG.US)收入增长约50%，结合公司自身基本面和历史市场估值、可比同业基本面和估值情况的两个维度，给予公司12个月2.21倍的目标市销率，对应每股目标价6.05美元，及合理预期估值约为4.09亿美元。公司当前股价较目标价仍有168%的上涨空间。</p><p><img src=\"https://img.zhitongcaijing.com/image/20210727/1627379799827676.png?x-oss-process=image/format,jpg/quality,q_60\" title=\"1627379799827676.png\"/></p><p><img src=\"https://img.zhitongcaijing.com/image/20210727/1627380005560797.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1627380005560797.png\"/></p><p>报告称，自成立以来，耀世星辉专注于提供广告及内容制作服务。2018年推出悦享视频App后，通过App内的悦享商城平台、视频内容、直播以及线上游戏，结合区块链等科技赋能，公司正在成为中国领先的电商平台之一。按 \n2020年上半年GMV计算，公司已经位居视频内容电商平台的前五名，是行业内少有的已盈利公司。</p><p>根据2021年第一季度数据，公司悦享视频App下载量突破1.92亿，DAU达710万，悦享商城SKU达36887个，GMV突破4.32亿人民币。2021年5月份，公司从悦享视频App中分拆电商业务，单独推出悦享商城App，以更有针对性的发展内容电商业务，同时保持业务之间的协同效应。</p><p>东兴证券(香港)认为，随着公司大力推进视频内容电商发展、在原有变现业务上探索多维度的变现方式以及积极布局数字经济产业生态，公司业务将保持高速增长。</p><p>报告中提到，在内容赋能下，新消费模式成为公司的变现利器。耀世星辉从2018年开始布局内容赋能下的消费端。通过网络直播节目加强与消费者的互动，率先推出了《剁手天才》等国内第一批网络直播节目。2019年悦享商城上线后，耀世星辉的商业化变现进入加速阶段。耀世星辉通过与品牌商家合作，以轻资产模式，快速扩充悦享商城中SKU的数量，同时，悦享商城的自有品牌“悦享优选”在良性竞争中不断成熟。</p><p>同时，区块链和 NFT \n技术已成为耀世星辉业绩高速成长的重要创新业务板块。此外，除了自身内容赋能新消费变现之外，公司还在多个领域展开协同合作，探索多维度的变现方式。</p><p>东兴证券(香港)表示，2020年公司广告收入同比增长116%，增速大幅高于整个网络广告市场增速。预计 \n2021年公司广告收入增长仍将明显高于行业同比增速。此外，市场预计2020到2024年PGC视频内容电商市场将保持32.5%的年复合增长，考虑到公司电商业务刚刚起步，基数较低，预计公司该业务2021年仍将保持100%左右的快速增长。</p><p>基于以上判断，东兴证券(香港)预计2021年公司收入增长约50%，结合公司自身基本面和历史市场估值、可比同业基本面和估值情况的两个维度，给予公司12个月2.21倍的目标市销率，对应每股目标价6.05美元，及合理预期估值约为4.09亿美元。</p></body></html>","source":"stock_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>东兴证券（香港）：给予耀世星辉（GSMG.US）每股目标价6.05美元</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{ 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}\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东兴证券（香港）：给予耀世星辉（GSMG.US）每股目标价6.05美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 19:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/522027.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>东兴证券(香港)发布研究报告，预计2021年耀世星辉(GSMG.US)收入增长约50%，结合公司自身基本面和历史市场估值、可比同业基本面和估值情况的两个维度，给予公司12个月2.21倍的目标市销率，对应每股目标价6.05美元，及合理预期估值约为4.09亿美元。公司当前股价较目标价仍有168%的上涨空间。报告称，自成立以来，耀世星辉专注于提供广告及内容制作服务。2018年推出悦享视频App后，通过...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/522027.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/85b27e74fe34a252689a2e1f84553a0e","relate_stocks":{"601198":"东兴证券"},"source_url":"http://www.zhitongcaijing.com/content/detail/522027.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154500990","content_text":"东兴证券(香港)发布研究报告，预计2021年耀世星辉(GSMG.US)收入增长约50%，结合公司自身基本面和历史市场估值、可比同业基本面和估值情况的两个维度，给予公司12个月2.21倍的目标市销率，对应每股目标价6.05美元，及合理预期估值约为4.09亿美元。公司当前股价较目标价仍有168%的上涨空间。报告称，自成立以来，耀世星辉专注于提供广告及内容制作服务。2018年推出悦享视频App后，通过App内的悦享商城平台、视频内容、直播以及线上游戏，结合区块链等科技赋能，公司正在成为中国领先的电商平台之一。按 \n2020年上半年GMV计算，公司已经位居视频内容电商平台的前五名，是行业内少有的已盈利公司。根据2021年第一季度数据，公司悦享视频App下载量突破1.92亿，DAU达710万，悦享商城SKU达36887个，GMV突破4.32亿人民币。2021年5月份，公司从悦享视频App中分拆电商业务，单独推出悦享商城App，以更有针对性的发展内容电商业务，同时保持业务之间的协同效应。东兴证券(香港)认为，随着公司大力推进视频内容电商发展、在原有变现业务上探索多维度的变现方式以及积极布局数字经济产业生态，公司业务将保持高速增长。报告中提到，在内容赋能下，新消费模式成为公司的变现利器。耀世星辉从2018年开始布局内容赋能下的消费端。通过网络直播节目加强与消费者的互动，率先推出了《剁手天才》等国内第一批网络直播节目。2019年悦享商城上线后，耀世星辉的商业化变现进入加速阶段。耀世星辉通过与品牌商家合作，以轻资产模式，快速扩充悦享商城中SKU的数量，同时，悦享商城的自有品牌“悦享优选”在良性竞争中不断成熟。同时，区块链和 NFT \n技术已成为耀世星辉业绩高速成长的重要创新业务板块。此外，除了自身内容赋能新消费变现之外，公司还在多个领域展开协同合作，探索多维度的变现方式。东兴证券(香港)表示，2020年公司广告收入同比增长116%，增速大幅高于整个网络广告市场增速。预计 \n2021年公司广告收入增长仍将明显高于行业同比增速。此外，市场预计2020到2024年PGC视频内容电商市场将保持32.5%的年复合增长，考虑到公司电商业务刚刚起步，基数较低，预计公司该业务2021年仍将保持100%左右的快速增长。基于以上判断，东兴证券(香港)预计2021年公司收入增长约50%，结合公司自身基本面和历史市场估值、可比同业基本面和估值情况的两个维度，给予公司12个月2.21倍的目标市销率，对应每股目标价6.05美元，及合理预期估值约为4.09亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834552253,"gmtCreate":1629815243072,"gmtModify":1629815243072,"author":{"id":"4088135820967560","authorId":"4088135820967560","name":"天黑好投资","avatar":"https://static.tigerbbs.com/09ead30cc38074807b24e024cf2d0485","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PBTS\">$宏桥高科(PBTS)$</a>不抛弃不放弃，我准备和这票做兄弟","listText":"<a 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