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小胖子kon
12-23 14:56
$东阳光长江药业(01558)$
对于东阳光长江药业换股股东来说,此次东阳光药的合并将形成一体化的自主研发体系及覆盖药物完整开发周期的研发平台,可实现长期价值创造,换股股东能够享受到吸收合并扩大后的东阳光药整体资本市场表现的提升和长期资本增值潜力,从而实现双赢。
小胖子kon
12-23 14:25
$映宇宙(03700)$
$昆仑万维(300418)$
11月末,昆仑万维在北京的一场闭门交流会上宣布,将豪掷5亿美金,投资1000部海外本土短剧。据悉,其全资子公司Kunlun Group Limited近日多次增持映宇宙(3700.SH)股份。资料显示,做直播社交起家的映宇宙已经成为国内微短剧市场的第一梯队。
小胖子kon
12-23 09:02
$上美股份(02145)$
这次微信小店风口,先涨一波再说
小胖子kon
12-16
$子不语(02420)$
$跨境通(002640)$
得益于海外多国迎来消费旺季,国内跨境贸易政策持续优化,跨境电商在年末持续火热。在业内人士看来,跨境电商的红利尚未消退,全球范围内依然存在诸多蓝海市场待中国卖家开拓。新的一年,跨境电商前景依然广阔。
小胖子kon
12-16
$今海医疗科技(02921)$
这个走填权行情?那就不得了了
小胖子kon
12-13
$东阳光长江药业(01558)$
三连阳了,形态还不错
小胖子kon
12-12
$顺丰同城(09699)$
这个很明显站稳信号了,金针探底
小胖子kon
12-11
$上美股份(02145)$
资本市场对上美股份给予高度评价,中金、华泰等知名券商机构纷纷给予上美股份“买入”评级,一致看好其“高增长、高股息、高回报”的长期发展潜力
小胖子kon
12-06
$东阳光长江药业(01558)$
前不久东阳光长江药业还与Apollo Therapeutics达成一笔超9亿美元的高里程碑独家许可协议。一个月内连续达成两个License-out合作交易,凸显公司的创新价值正获得业界高度认可。
小胖子kon
12-05
$上美股份(02145)$
这两天慢慢走起来了,还不错
小胖子kon
12-04
$映宇宙(03700)$
$博雅互动(00434)$
这俩最近好生猛,资金猛怼了
小胖子kon
12-02
$顺丰同城(09699)$
钟声响起归家的讯号,加油鸭
小胖子kon
11-29
$子不语(02420)$
年底了,消费股应该要爆发了。
$开润股份(300577)$
开润都20cm了。
小胖子kon
11-28
$东阳光长江药业(01558)$
又回到9块平台了,这个位置低吸一笔
小胖子kon
11-28
$今海医疗科技(02225)$
走的还不错,趋势大牛股了
小胖子kon
11-28
$映宇宙(03700)$
$泡泡玛特(09992)$
数据统计,我国二次元及其衍生市场于2023年达到2219亿,其中,周边及衍生市场1024亿元。 3700是不是也有谷子经济概念。
小胖子kon
11-25
$上美股份(02145)$
30块附近,构筑3重底结构了
小胖子kon
11-21
$东阳光长江药业(01558)$
静待花开了,未来半年内,13.3应该是可以突破的
小胖子kon
11-21
$顺丰同城(09699)$
顺丰同城在全国性头部和区域性连锁商超客户合作方面均实现了突破性进展,发展势头强劲。 顺丰同城2024中报显示,公司与头部客户的合作份额持续提升,在保持市场占有率第一的同时,新增合作门店超过6000家。报告期内,顺丰同城平台年度活跃商家规模达到55万,同比增长45%。
小胖子kon
11-21
$映宇宙(03700)$
这个太猛了,估计很快就要拿下2块了
去老虎APP查看更多动态
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这次微信小店风口,先涨一波再说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384512542544448","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382089971154968,"gmtCreate":1734327774611,"gmtModify":1734329015328,"author":{"id":"4107239966895660","authorId":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107239966895660","authorIdStr":"4107239966895660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02420\">$子不语(02420)$ </a><a href=\"https://laohu8.com/S/002640\">$跨境通(002640)$ </a> 得益于海外多国迎来消费旺季,国内跨境贸易政策持续优化,跨境电商在年末持续火热。在业内人士看来,跨境电商的红利尚未消退,全球范围内依然存在诸多蓝海市场待中国卖家开拓。新的一年,跨境电商前景依然广阔。","listText":"<a href=\"https://laohu8.com/S/02420\">$子不语(02420)$ </a><a 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href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a>这个太猛了,估计很快就要拿下2块了","text":"$映宇宙(03700)$ 这个太猛了,估计很快就要拿下2块了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373240527089952","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":286934020341960,"gmtCreate":1711072290339,"gmtModify":1711072346997,"author":{"id":"4107239966895660","authorId":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107239966895660","idStr":"4107239966895660"},"themes":[],"title":"2023年净利润同比增长213.5%,多品牌、科研优势助力上美股份业绩腾飞","htmlText":"3月21日,上美股份(02145.HK)发布2023年业绩公告,交出了营收、利润双增长的亮眼答卷。毛利率等指标的攀升,也表明上美股份整体盈利能力持续走高。 现如今,中国化妆品市场已进入“长线竞争”时代,国货龙头上美股份业绩盈利表现出色、投资价值可期的背后,是其中多品牌战略、超级品牌韩束业绩爆发、科研创新、渠道优势的共同加持。 抓住时代机遇,上美业绩实现爆发性增长 成立20余载,上美股份的成长路径就是优秀国货化妆品公司的缩影。2023年,伴随着消费复苏、国货品牌的崛起和渠道变革的机遇,上美股份拉开了新一轮增长序幕。 公告数据显示,报告期内,上美股份实现营业收入41.91亿元,同比增长56.6%;实现归母净利润4.61亿元,同比增长213.5%。 自建科研供应链的复利效应叠加多品牌升级焕新、渠道结构调整等措施,带动上美股份盈利能力逐步优化。公告显示,2023年上美股份毛利率同比增长8.6个百分点,达72.1%。 持续的盈利能力让上美股份有了发放高股息的底气。公告表示,上美股份全年派息0.95元/股,较2022年每股派息0.25元同比增长280.0%。在近期恒生指数震荡的背景下,高派息也让上美股份的配置价值也在进一步凸显。 在二级市场上,上美股份也走出了强于大盘的走势。截至3月21日收盘,上美股份总市值达192.0亿港元,股价报收48.25港元。值得关注的是,2024年至今,上美股份就收获了超80%的涨幅。 诚然,稳健的业绩是资本市场表现的“压舱石”。从自身发展角度来看,上美股份多品牌造血能力、持续迭新的渠道能力以及不断提升的自主科研能力,也成为延展其发展顶线的“助推器”。 “一超多强”多品牌发力,打开向上增量 成立至今,上美股份始终深耕护肤、母婴、洗护三大赛道,布局大众、中高端、高端价格带,以多元的品牌、多样的产品、多重的渠道,实现核心消费群体的深层次覆盖,进一步夯","listText":"3月21日,上美股份(02145.HK)发布2023年业绩公告,交出了营收、利润双增长的亮眼答卷。毛利率等指标的攀升,也表明上美股份整体盈利能力持续走高。 现如今,中国化妆品市场已进入“长线竞争”时代,国货龙头上美股份业绩盈利表现出色、投资价值可期的背后,是其中多品牌战略、超级品牌韩束业绩爆发、科研创新、渠道优势的共同加持。 抓住时代机遇,上美业绩实现爆发性增长 成立20余载,上美股份的成长路径就是优秀国货化妆品公司的缩影。2023年,伴随着消费复苏、国货品牌的崛起和渠道变革的机遇,上美股份拉开了新一轮增长序幕。 公告数据显示,报告期内,上美股份实现营业收入41.91亿元,同比增长56.6%;实现归母净利润4.61亿元,同比增长213.5%。 自建科研供应链的复利效应叠加多品牌升级焕新、渠道结构调整等措施,带动上美股份盈利能力逐步优化。公告显示,2023年上美股份毛利率同比增长8.6个百分点,达72.1%。 持续的盈利能力让上美股份有了发放高股息的底气。公告表示,上美股份全年派息0.95元/股,较2022年每股派息0.25元同比增长280.0%。在近期恒生指数震荡的背景下,高派息也让上美股份的配置价值也在进一步凸显。 在二级市场上,上美股份也走出了强于大盘的走势。截至3月21日收盘,上美股份总市值达192.0亿港元,股价报收48.25港元。值得关注的是,2024年至今,上美股份就收获了超80%的涨幅。 诚然,稳健的业绩是资本市场表现的“压舱石”。从自身发展角度来看,上美股份多品牌造血能力、持续迭新的渠道能力以及不断提升的自主科研能力,也成为延展其发展顶线的“助推器”。 “一超多强”多品牌发力,打开向上增量 成立至今,上美股份始终深耕护肤、母婴、洗护三大赛道,布局大众、中高端、高端价格带,以多元的品牌、多样的产品、多重的渠道,实现核心消费群体的深层次覆盖,进一步夯","text":"3月21日,上美股份(02145.HK)发布2023年业绩公告,交出了营收、利润双增长的亮眼答卷。毛利率等指标的攀升,也表明上美股份整体盈利能力持续走高。 现如今,中国化妆品市场已进入“长线竞争”时代,国货龙头上美股份业绩盈利表现出色、投资价值可期的背后,是其中多品牌战略、超级品牌韩束业绩爆发、科研创新、渠道优势的共同加持。 抓住时代机遇,上美业绩实现爆发性增长 成立20余载,上美股份的成长路径就是优秀国货化妆品公司的缩影。2023年,伴随着消费复苏、国货品牌的崛起和渠道变革的机遇,上美股份拉开了新一轮增长序幕。 公告数据显示,报告期内,上美股份实现营业收入41.91亿元,同比增长56.6%;实现归母净利润4.61亿元,同比增长213.5%。 自建科研供应链的复利效应叠加多品牌升级焕新、渠道结构调整等措施,带动上美股份盈利能力逐步优化。公告显示,2023年上美股份毛利率同比增长8.6个百分点,达72.1%。 持续的盈利能力让上美股份有了发放高股息的底气。公告表示,上美股份全年派息0.95元/股,较2022年每股派息0.25元同比增长280.0%。在近期恒生指数震荡的背景下,高派息也让上美股份的配置价值也在进一步凸显。 在二级市场上,上美股份也走出了强于大盘的走势。截至3月21日收盘,上美股份总市值达192.0亿港元,股价报收48.25港元。值得关注的是,2024年至今,上美股份就收获了超80%的涨幅。 诚然,稳健的业绩是资本市场表现的“压舱石”。从自身发展角度来看,上美股份多品牌造血能力、持续迭新的渠道能力以及不断提升的自主科研能力,也成为延展其发展顶线的“助推器”。 “一超多强”多品牌发力,打开向上增量 成立至今,上美股份始终深耕护肤、母婴、洗护三大赛道,布局大众、中高端、高端价格带,以多元的品牌、多样的产品、多重的渠道,实现核心消费群体的深层次覆盖,进一步夯","images":[{"img":"https://static.tigerbbs.com/3ea41d4f57869581367c58a8a7dce00b","width":"2480","height":"3508"},{"img":"https://static.tigerbbs.com/0b8331fdd009fa6747a53f4f97aa32b0","width":"1263","height":"705"},{"img":"https://static.tigerbbs.com/c8e860db96f5cc99c9c6c168d4eb85f8","width":"1267","height":"708"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/286934020341960","isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},{"id":658418437,"gmtCreate":1682950071429,"gmtModify":1682950076095,"author":{"id":"4107239966895660","authorId":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107239966895660","idStr":"4107239966895660"},"themes":[],"title":"节后充电桩是否爆发性的需求增长呢?","htmlText":"节前加快充电桩安装的政策新闻出来后,市场较为兴奋,那么充电桩能够带来多大的市场增量呢? 预计 2023-2025 年国内充电桩新增数量分别为 436 万台、480 万台、572 万台,2023-2025 年新增充电桩数量年复合增长率达 30%。但是既然是加快建设充电桩,那么相当于3年变成2年完成了,也就是增长率要提升到70%,即2023年新增570万台,2024年新增970万台,也许2023年会更快,比如直接打到800万台以上,直接导致充电桩出现供不应求的状态,因此我们按照今年800万台,明年700万台来预测分析今年的市场空间。 按照充电桩平均单价3万元计算,那么2023年充电桩市场规模为2400亿,2024年规模为2100亿,这个增量是非常恐怖的,因为2022年充电桩市场规模只有900亿左右,增量空间达到了1500亿。也就是今年很可能规模增速是去年的2倍左右,这样的增长空间是非常有利于充电桩企业的发展的,因此关注生产充电桩的相关上市公司 <a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$ </a><a href=\"https://laohu8.com/S/300698\">$万马科技(300698)$ </a><a href=\"https://laohu8.com/S/300491\">$通合科技(300491)$ </a>","listText":"节前加快充电桩安装的政策新闻出来后,市场较为兴奋,那么充电桩能够带来多大的市场增量呢? 预计 2023-2025 年国内充电桩新增数量分别为 436 万台、480 万台、572 万台,2023-2025 年新增充电桩数量年复合增长率达 30%。但是既然是加快建设充电桩,那么相当于3年变成2年完成了,也就是增长率要提升到70%,即2023年新增570万台,2024年新增970万台,也许2023年会更快,比如直接打到800万台以上,直接导致充电桩出现供不应求的状态,因此我们按照今年800万台,明年700万台来预测分析今年的市场空间。 按照充电桩平均单价3万元计算,那么2023年充电桩市场规模为2400亿,2024年规模为2100亿,这个增量是非常恐怖的,因为2022年充电桩市场规模只有900亿左右,增量空间达到了1500亿。也就是今年很可能规模增速是去年的2倍左右,这样的增长空间是非常有利于充电桩企业的发展的,因此关注生产充电桩的相关上市公司 <a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$ </a><a href=\"https://laohu8.com/S/300698\">$万马科技(300698)$ </a><a href=\"https://laohu8.com/S/300491\">$通合科技(300491)$ </a>","text":"节前加快充电桩安装的政策新闻出来后,市场较为兴奋,那么充电桩能够带来多大的市场增量呢? 预计 2023-2025 年国内充电桩新增数量分别为 436 万台、480 万台、572 万台,2023-2025 年新增充电桩数量年复合增长率达 30%。但是既然是加快建设充电桩,那么相当于3年变成2年完成了,也就是增长率要提升到70%,即2023年新增570万台,2024年新增970万台,也许2023年会更快,比如直接打到800万台以上,直接导致充电桩出现供不应求的状态,因此我们按照今年800万台,明年700万台来预测分析今年的市场空间。 按照充电桩平均单价3万元计算,那么2023年充电桩市场规模为2400亿,2024年规模为2100亿,这个增量是非常恐怖的,因为2022年充电桩市场规模只有900亿左右,增量空间达到了1500亿。也就是今年很可能规模增速是去年的2倍左右,这样的增长空间是非常有利于充电桩企业的发展的,因此关注生产充电桩的相关上市公司 $能链智电(NAAS)$ $万马科技(300698)$ $通合科技(300491)$","images":[{"img":"https://static.tigerbbs.com/e9c60e860b17817569659f46456ffb5c","width":"640","height":"365"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/658418437","isVote":1,"tweetType":1,"viewCount":6561,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118472521748070","authorId":"4118472521748070","name":"塔罗卡牌","avatar":"https://static.tigerbbs.com/8f8c49ebfe9f476de44416d3bea7da3c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4118472521748070","idStr":"4118472521748070"},"content":"2022年充电桩市场规模只有900亿左右,如果加快建设充电桩,增量市场很大,能链智电NAAS预计明年净收入同比翻5-6倍,真的是个赚钱的好生意","text":"2022年充电桩市场规模只有900亿左右,如果加快建设充电桩,增量市场很大,能链智电NAAS预计明年净收入同比翻5-6倍,真的是个赚钱的好生意","html":"2022年充电桩市场规模只有900亿左右,如果加快建设充电桩,增量市场很大,能链智电NAAS预计明年净收入同比翻5-6倍,真的是个赚钱的好生意"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":245045497688088,"gmtCreate":1700840239957,"gmtModify":1700840241032,"author":{"id":"4107239966895660","authorId":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107239966895660","idStr":"4107239966895660"},"themes":[],"htmlText":"<a 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近日,能链智电与成都中集产业园经营管理有限公司达成合作。能链智电针对快速发展的新能源商用车市场,提供包括充电桩互联互通在内的一站式充电服务解决方案。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/245045497688088","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202854362624200,"gmtCreate":1690555071607,"gmtModify":1690555072399,"author":{"id":"4107239966895660","authorId":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107239966895660","idStr":"4107239966895660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BK4542\">$充电桩(BK4542)$ </a> 近日,能链智电(NASDAQ:NAAS)携自主研发的自动充电机器人、充电桩、自动贩售机等创新产品,亮相2023农村能源发展大会,为新能源汽车下乡、完善农村地区充电基础设施提供充电服务行业解决方案。","listText":"<a href=\"https://laohu8.com/S/BK4542\">$充电桩(BK4542)$ </a> 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针对当前充电服务市场面临的充电难、找好桩难、充电体验待提升等痛点,合作中,能链智电依托一张结合各类公共充电场景的立体充电网络,联合战略合作伙伴快电,为红旗智能旗下充电站提供智能推荐等功能服务,通过数字化手段触达更多新能源车主。用户可通过快电App,查询附近充电站的价格、位置等信息,并通过在线导航前往充电场站,使用高效便捷的一键充电、在线支付等多种服务。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/231859552198984","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274708638467","authorId":"3479274708638467","name":"杜向峰","avatar":"https://static.tigerbbs.com/2a5f73b1d6901f88e932bab82a625a66","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274708638467","idStr":"3479274708638467"},"content":"买点$新能源ETF易方达(516090)$ ,如何?","text":"买点$新能源ETF易方达(516090)$ ,如何?","html":"买点$新能源ETF易方达(516090)$ 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关注充电服务第一股——能链智电。能链智电近日发布最新财报,2023年Q2,能链智电营收4860万人民币(670万美元),同比增长121%;上半年营收8480万人民币(1170万美元),同比增长132%。","text":"$特斯拉概念(BK4511)$ 9月21日,在商务部发布会上,商务部发言人表示,中秋、国庆双节是传统的消费旺季,商务部正在组织开展“金九银十”系列的促消费活动。围绕重点的领域,推动出台支持汽车后市场发展等一批的政策举措,为消费加快恢复增添动力。 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3月15日,SensorTower研报指出,短剧出海市场近半年热度骤增,相比2023年9月,2024年2月内购收入和下载量分别增长280%和220%。截至2024年2月底,已有多达40多款短剧应用试水海外市场,累计下载量近5500万次,内购收入达到1.7亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/285642773684496","isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":216586203050048,"gmtCreate":1693906141644,"gmtModify":1693906249378,"author":{"id":"4107239966895660","authorId":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107239966895660","idStr":"4107239966895660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/560550\">$碳中和ETF龙头(560550)$ </a> 第二十六届成都国际汽车展览会上,能链智电推出智慧补能解决方案,包括充电桩、自动充电机器人、光储充一体化场站建设运营、出海产品检测及认证等多项创新产品和服务。 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