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11:10","market":"sh","language":"zh","title":"高瓴诠释什么叫炒“赛道股”","url":"https://stock-news.laohu8.com/highlight/detail?id=1149698660","media":"华尔街见闻","summary":"随着A股热门赛道龙头公司财报逐渐披露,私募巨头高瓴资本再一次展示了它的“钞能力”。\n8月30日,“光伏茅”隆基股份披露的半年报显示,上半年实现营业收入350.98亿元,同比增长74.26%;实现归属于","content":"<p>随着A股热门赛道龙头公司财报逐渐披露,私募巨头高瓴资本再一次展示了它的“钞能力”。</p>\n<p>8月30日,“光伏茅”<a href=\"https://laohu8.com/S/601012\">隆基股份</a>披露的半年报显示,上半年实现营业收入350.98亿元,同比增长74.26%;实现归属于上市公司股东净利润49.93亿元,同比增长21.30%。</p>\n<p>报告显示,高瓴位列隆基股份第三大股东,二季度持股比例未变,仍为5.85%,<b>但由于6月底隆基股份每股转增股份0.4股的转增股,截至6月末,高瓴持有隆基股份股数达到3.17亿股。</b></p>\n<p><img src=\"https://static.tigerbbs.com/db8cb152a9e1e5b84d563db8a16511e1\" tg-width=\"640\" tg-height=\"678\" referrerpolicy=\"no-referrer\"></p>\n<p>按照隆基股份周一(8月30日)收盘价97.3元每股计算,高瓴持有隆基股份市值超过308亿元。而据公告显示,去年12月19日,隆基股份股东李春安通过协议转让的方式,向高瓴资本转让其持有的6%公司股份,每股转让价格为70元,交易对价总额为158.41亿元。</p>\n<p><b>这意味着,8个多月的时间里,高瓴在隆基股份上赚了近150亿元。</b></p>\n<p>作为光伏行业龙头之一,隆基股份股价自8月20日以来强势反弹,从最低77元一路走高,周一更是大涨7.15%,创下历史新高,市值突破5000亿。</p>\n<p>今日光伏板块集体回调,隆基股份一度大跌8%,<a href=\"https://laohu8.com/S/603063\">禾望电气</a>、<a href=\"https://laohu8.com/S/002335\">科华数据</a>、福斯特等跌停。</p>\n<p><img src=\"https://static.tigerbbs.com/065bb04c3c10a4e03c0d0f2ddc516fad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>高瓴布局碳中和 <a href=\"https://laohu8.com/S/300750\">宁德时代</a>浮盈200亿</b></p>\n<p>高瓴在宁德时代的投资收益也颇丰。</p>\n<p>2020年7月17日,宁德时代定增募资197亿元,当时共计有9名股东参与认购了宁德时代的定增,其中高瓴资本百亿入股,认购了6211.1801万股,认购价格161元。</p>\n<p><b>按照宁德时代周一(8月30日)505元每股的收盘价计算,高瓴这笔投资的回报率超过200%,不考虑今年二季度的减持话,浮盈达到213亿。</b></p>\n<p>据宁德时代上周披露的半年报,今年第二季度,包括多个机构投资者选择纷减持套现,其中高瓴资本减持798.94万股。</p>\n<p>在高瓴减持的二季度,宁德时代市值突破万亿元,股价在6月底达到475元,假设高瓴是在最高位减持,那么这笔投资的浮盈也达到211亿。</p>\n<p><img src=\"https://static.tigerbbs.com/1f338232b66947619e77b665427d1869\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>据<a href=\"https://laohu8.com/S/CHN\">中国基金</a>报统计,截至6月底,高瓴及其旗下二级私募礼仁在A股共计持有17只股票,合计金额达740亿元。</b></p>\n<p>其中隆基股份为第一重仓股,宁德时代位居其后。截至二季末,高瓴持有隆基股份和宁德时代市值达520亿元,占A股持仓超7成。此外,不仅高瓴的二级投资团队在碳中和上布局了隆基、通威、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、<a href=\"https://laohu8.com/S/03868\">信义能源</a>等公司,高瓴的一级团队还投资了碳阻迹、爱科农、蓝晶生物等企业。</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>高瓴诠释什么叫炒“赛道股”</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高瓴诠释什么叫炒“赛道股”\n</h2>\n\n<h4 class=\"meta\">\n\n2021-08-31 11:10 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着A股热门赛道龙头公司财报逐渐披露,私募巨头高瓴资本再一次展示了它的“钞能力”。\n8月30日,“光伏茅”隆基股份披露的半年报显示,上半年实现营业收入350.98亿元,同比增长74.26%;实现归属于上市公司股东净利润49.93亿元,同比增长21.30%。\n报告显示,高瓴位列隆基股份第三大股东,二季度持股比例未变,仍为5.85%,但由于6月底隆基股份每股转增股份0.4股的转增股,截至6月末,高瓴...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"300750":"宁德时代","601012":"隆基绿能","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149698660","content_text":"随着A股热门赛道龙头公司财报逐渐披露,私募巨头高瓴资本再一次展示了它的“钞能力”。\n8月30日,“光伏茅”隆基股份披露的半年报显示,上半年实现营业收入350.98亿元,同比增长74.26%;实现归属于上市公司股东净利润49.93亿元,同比增长21.30%。\n报告显示,高瓴位列隆基股份第三大股东,二季度持股比例未变,仍为5.85%,但由于6月底隆基股份每股转增股份0.4股的转增股,截至6月末,高瓴持有隆基股份股数达到3.17亿股。\n\n按照隆基股份周一(8月30日)收盘价97.3元每股计算,高瓴持有隆基股份市值超过308亿元。而据公告显示,去年12月19日,隆基股份股东李春安通过协议转让的方式,向高瓴资本转让其持有的6%公司股份,每股转让价格为70元,交易对价总额为158.41亿元。\n这意味着,8个多月的时间里,高瓴在隆基股份上赚了近150亿元。\n作为光伏行业龙头之一,隆基股份股价自8月20日以来强势反弹,从最低77元一路走高,周一更是大涨7.15%,创下历史新高,市值突破5000亿。\n今日光伏板块集体回调,隆基股份一度大跌8%,禾望电气、科华数据、福斯特等跌停。\n\n高瓴布局碳中和 宁德时代浮盈200亿\n高瓴在宁德时代的投资收益也颇丰。\n2020年7月17日,宁德时代定增募资197亿元,当时共计有9名股东参与认购了宁德时代的定增,其中高瓴资本百亿入股,认购了6211.1801万股,认购价格161元。\n按照宁德时代周一(8月30日)505元每股的收盘价计算,高瓴这笔投资的回报率超过200%,不考虑今年二季度的减持话,浮盈达到213亿。\n据宁德时代上周披露的半年报,今年第二季度,包括多个机构投资者选择纷减持套现,其中高瓴资本减持798.94万股。\n在高瓴减持的二季度,宁德时代市值突破万亿元,股价在6月底达到475元,假设高瓴是在最高位减持,那么这笔投资的浮盈也达到211亿。\n\n据中国基金报统计,截至6月底,高瓴及其旗下二级私募礼仁在A股共计持有17只股票,合计金额达740亿元。\n其中隆基股份为第一重仓股,宁德时代位居其后。截至二季末,高瓴持有隆基股份和宁德时代市值达520亿元,占A股持仓超7成。此外,不仅高瓴的二级投资团队在碳中和上布局了隆基、通威、蔚来、小鹏、信义能源等公司,高瓴的一级团队还投资了碳阻迹、爱科农、蓝晶生物等企业。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":818515416,"gmtCreate":1630419163035,"gmtModify":1630420765277,"author":{"id":"4090198419842050","authorId":"4090198419842050","authorIdStr":"4090198419842050","name":"莫名66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"希望查一查,肯定有内幕","listText":"希望查一查,肯定有内幕","text":"希望查一查,肯定有内幕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818515416","repostId":"1149698660","repostType":4,"isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}