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小胖子kon

小胖子kon

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12:21

大爆发了

港股异动 | 政策刺激市场持续上行恒科指上探5200点科网股早盘全线爆发

12:21

$顺丰同城(09699)$ 如果真的是牛市的话，所有股票都会轮动上涨的

09-30 15:59

今海医疗科技(02225.HK)委任何晓为集团首席营销官

今海医疗科技(02225.HK)宣布，何晓(为公司间接非全资附属公司上海今海立晨医疗科技有限公司总经理)获委任为集团首席营销官，由2024年10月1日起生效，初步任期为三年，主要负责制定及实施集团的营销策略及销售目标、销售渠道推广及管理，以及监督集团的销售及营销职能。$今海医疗科技(02225)$

今海医疗科技(02225.HK)委任何晓为集团首席营销官

09-27

上美股份（02145.HK）再获董事增持，该董事近半年累计增持超3300万港元

披露易显示，9月27日，上美股份（02145.HK）再获董事力挺，连续两日增持公司股份超5万股，增持金额累计超200万港元。近半年，该董事已累计增持超3300万港元。根据公开数据显示，自今年5月份以来，上美股份已累计获得公司董事13次增持。董事连续增持，是对公司未来发展的信心以及公司价值的认可，伴之近日来上美股份股价回涨，进一步增强了投资者信心，未来投资前景广阔。 $上美股份(02145)$

上美股份（02145.HK）再获董事增持，该董事近半年累计增持超3300万港元

09-26

$顺丰同城(09699)$ 今日一样穿三线了，这个是进攻信号📶

09-26

$上美股份(02145)$ 这个位置买入等收息都不错。2024年上半年股息0.75元/股，派息总金额高达3.0亿元，股息率达4.5%。

09-24

$东阳光长江药业(01558)$ $恒瑞医药(600276)$ 历史规律显示，历次美联储降息周期开启后，美债利率趋于回落，港股创新药板块均有上涨机会且具备超额收益。

09-16

这篇文章不错，转发给大家看看

@需要给力的兔子:$纳斯达克(.IXIC)$ 跌，大跌，超级大跌，没有底线的大跌。靠压力测试是没有用的。当资金承压的时候，唯有放弃。

09-16

。

@cc爱中分:$阿里巴巴(BABA)$ $阿里巴巴-W(09988)$ $腾讯控股(00700)$ 刚刚去看了不能微信支付啊，问了说是陆续开放，陆续就要陆续个几年等着吧[汗颜]

09-16

还雄安呀

@琥珀食酒社:山水城市雄安新区：打造“未来之城”绿色低碳电网

09-16

涨起来

@果子哥家老汉:$纳斯达克(.IXIC)$ 总感觉最近美股要开始转跌了，不知道我的第六感对不对。还是先卖掉吧。毕竟竞选期间的事。谁也说不清楚。$恒生指数(HSI)$ $标普500(.SPX)$ $道琼斯(.DJI)$

09-16

这篇文章不错，转发给大家看看

@黄油手11:$阿里巴巴(BABA)$ $拼多多(PDD)$ 阿里巴巴像中国版的亚马逊，拼多多像中国版的开市客！未来十年之内，这两家电商巨头的总市值都会突破万亿美元大关，基本上没啥悬念，因为商业大趋势没法改变！

09-16

$东阳光长江药业(01558)$ 今天跌那么凶猛，可以抄底了吗

09-12

$顺丰同城(09699)$ 怎么那么猛，有什么利好消息吗

09-11

$今海医疗科技(02225)$ $海南海药(000566)$ 海南自贸港进口药医疗器械绝对堪比免税。

09-09

$顺丰同城(09699)$ 今天上影线那么长？

09-09

$东阳光长江药业(01558)$ 每次都是这样，尾盘拉升

09-05

$映宇宙(03700)$ 时间换空间，0.8下面性价比高

09-04

$上美股份(02145)$ 上美股份开始积极布局线下市场，其中韩束品牌宣布重返线下市场，并举办了CS新品发布会，首次推出了专供CS渠道的新品、新模式和服务。这一系列举措标志着上美股份对于线下渠道的重视程度进一步提升。

09-02

这篇文章不错，转发给大家看看

@星河投资日记:美联储降息对中国股市影响的几个问答

去老虎APP查看更多动态

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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20241002/20241002113345_53236.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{"00700":"腾讯控股","09626":"哔哩哔哩-W","03690":"美团-W","09618":"京东集团-SW","09888":"百度集团-SW"},"source_url":"http://www.zhitongcaijing.com/content/detail/1189664.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2472480561","content_text":"智通财经APP获悉，恒科指数大涨超9%，盘中高见5200点创2022年2月以来新高。成份股方面，科网股早盘全线爆发，哔哩哔哩-W(09626)涨21.78%，报236港元；美团-W(03690)涨15.12%，报198港元；京东集团-SW(09618)涨12.21%，报187.5港元；百度集团-SW(09888)涨10.8%，报117港元；腾讯(00700)涨6.93%，报475.4港元。消息面上，国元国际认为，美联储宣布降息并开启降息周期，叠加国内政策红利支持股票市场发展，这对港股互联网板块估值进入上升通道周期，形成实质性利好。首先由于美联储降息带来的全球市场流动性宽松，有利于国际资本流向风险偏好更高的资产，而港股互联网板块目前估值处于历史底部位置，未来通过降本增效及技术迭代推动业绩增长，安全边际进一步提升，对于资金吸引力不断放大。该行指，国内上周二、周四一系列重磅政策与重要会议，围绕货币、财政、市场三个维度的强力刺激政策，已经大幅度扭转市场此前的悲观预期，投资情绪也从境内蔓延至境外市场。该行认为短期拉升后，由于市场对政策的乐观期待，因此依然会在短期内形成上扬推动力。目前投资主线应该仍然围绕着游戏、AI场景落地以及云服务行业进行布局。","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355700298731808,"gmtCreate":1727842869204,"gmtModify":1727842870850,"author":{"id":"4107239966895660","authorId":"4107239966895660","authorIdStr":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107239966895660"},"themes":[],"htmlText":"<a 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如果真的是牛市的话，所有股票都会轮动上涨的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355700298731808","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355015415382248,"gmtCreate":1727683152168,"gmtModify":1727683154838,"author":{"id":"4107239966895660","authorId":"4107239966895660","authorIdStr":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107239966895660"},"themes":[],"title":"今海医疗科技(02225.HK)委任何晓为集团首席营销官","htmlText":"今海医疗科技(02225.HK)宣布，何晓(为公司间接非全资附属公司上海今海立晨医疗科技有限公司总经理)获委任为集团首席营销官，由2024年10月1日起生效，初步任期为三年，主要负责制定及实施集团的营销策略及销售目标、销售渠道推广及管理，以及监督集团的销售及营销职能。<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ &nbsp;</a>","listText":"今海医疗科技(02225.HK)宣布，何晓(为公司间接非全资附属公司上海今海立晨医疗科技有限公司总经理)获委任为集团首席营销官，由2024年10月1日起生效，初步任期为三年，主要负责制定及实施集团的营销策略及销售目标、销售渠道推广及管理，以及监督集团的销售及营销职能。<a href=\"https://laohu8.com/S/02225\">$今海医疗科技(02225)$ 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上美股份开始积极布局线下市场，其中韩束品牌宣布重返线下市场，并举办了CS新品发布会，首次推出了专供CS渠道的新品、新模式和服务。这一系列举措标志着上美股份对于线下渠道的重视程度进一步提升。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345784247881928","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345130840084808,"gmtCreate":1725252770549,"gmtModify":1725252772044,"author":{"id":"4107239966895660","authorId":"4107239966895660","authorIdStr":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107239966895660"},"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/345130840084808","repostId":"344892898279792","repostType":1,"repost":{"id":344892898279792,"gmtCreate":1725201600000,"gmtModify":1725259708595,"author":{"id":"10000000000010631","authorId":"10000000000010631","authorIdStr":"10000000000010631","name":"星河投资日记","avatar":"https://static.tigerbbs.com/53867722d8c898639b24e51d4d836c32","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010631"},"themes":[],"title":"美联储降息对中国股市影响的几个问答","htmlText":"2022年3月至2023年7月，美联储疯狂加息11次，从零利率快速飙到了5.5%，对A股和港股也造成了很大影响。→美联储加息对中国股市影响的八个问答如今，美联储即将进入降息周期，A股和港股会有哪些变化呢，本篇针对大家较为关心的几个问题，进行阐述和讨论。1、美联储降息对中国股市有何影响中国股市从2021年中至今的这轮大熊市的背后包含了内因和外因这两部分。其中的外因就是美联储加息，美国的基准利率高达5.25%~5.50%，远高于国内，使得资金外流，可以说这几年全球大量资金流向美国，这就直接影响了中国股市的流动性。如今，美国通胀得到控制，七月CPI增速降至2字头，美联储即将在九月开启降息，未来基准利率将回到2~3%的水平，势必将有资金回流中国，随着流动性的转好，中国股市也有望出现上涨。但需要注意，A股和港股绝不会因为老美开始降息，就立竿见影般的涨起来。随着降息，股市转好是一定的，但需要时间，有可能是一个漫长的过程。此外，美联储降息的影响只限于外因层面，若想股市真正转牛，还需要内因同步发力配合才行。2、美联储降息后，哪些股票将受益盈亏同源，回答这个问题可以看过去两年多加息周期里，哪些题材板块受损最严重。首当其冲的当属那些还在处于早期烧钱开发阶段的、尚未盈利的如生物医药、科技等类型公司，所谓赛道股。的确，在2020年大放水背景下，有些初创阶段严重亏损的创新药企先是暴涨，随后又暴跌，甚至很多跌去了九成。接下来随着降息，流动性的好转，成长股有望得到重估，这其中有真正实力的公司，表现将格外突出。像A股最近一两年，医药医疗板块也是重灾区，随着降息的到来，估值也有望得到修复。 加息周期里，大资金青睐于那些高股息、高回购、重视股东回馈的公司，已经形成了相应了市场风格和偏好，股东回馈可以说是让投资者真正受益、分享公司增长的有效途径，所以，个人觉得，即便之后进入降息周期，这一点也不会轻易改变。另外无","listText":"2022年3月至2023年7月，美联储疯狂加息11次，从零利率快速飙到了5.5%，对A股和港股也造成了很大影响。→美联储加息对中国股市影响的八个问答如今，美联储即将进入降息周期，A股和港股会有哪些变化呢，本篇针对大家较为关心的几个问题，进行阐述和讨论。1、美联储降息对中国股市有何影响中国股市从2021年中至今的这轮大熊市的背后包含了内因和外因这两部分。其中的外因就是美联储加息，美国的基准利率高达5.25%~5.50%，远高于国内，使得资金外流，可以说这几年全球大量资金流向美国，这就直接影响了中国股市的流动性。如今，美国通胀得到控制，七月CPI增速降至2字头，美联储即将在九月开启降息，未来基准利率将回到2~3%的水平，势必将有资金回流中国，随着流动性的转好，中国股市也有望出现上涨。但需要注意，A股和港股绝不会因为老美开始降息，就立竿见影般的涨起来。随着降息，股市转好是一定的，但需要时间，有可能是一个漫长的过程。此外，美联储降息的影响只限于外因层面，若想股市真正转牛，还需要内因同步发力配合才行。2、美联储降息后，哪些股票将受益盈亏同源，回答这个问题可以看过去两年多加息周期里，哪些题材板块受损最严重。首当其冲的当属那些还在处于早期烧钱开发阶段的、尚未盈利的如生物医药、科技等类型公司，所谓赛道股。的确，在2020年大放水背景下，有些初创阶段严重亏损的创新药企先是暴涨，随后又暴跌，甚至很多跌去了九成。接下来随着降息，流动性的好转，成长股有望得到重估，这其中有真正实力的公司，表现将格外突出。像A股最近一两年，医药医疗板块也是重灾区，随着降息的到来，估值也有望得到修复。 加息周期里，大资金青睐于那些高股息、高回购、重视股东回馈的公司，已经形成了相应了市场风格和偏好，股东回馈可以说是让投资者真正受益、分享公司增长的有效途径，所以，个人觉得，即便之后进入降息周期，这一点也不会轻易改变。另外无","text":"2022年3月至2023年7月，美联储疯狂加息11次，从零利率快速飙到了5.5%，对A股和港股也造成了很大影响。→美联储加息对中国股市影响的八个问答如今，美联储即将进入降息周期，A股和港股会有哪些变化呢，本篇针对大家较为关心的几个问题，进行阐述和讨论。1、美联储降息对中国股市有何影响中国股市从2021年中至今的这轮大熊市的背后包含了内因和外因这两部分。其中的外因就是美联储加息，美国的基准利率高达5.25%~5.50%，远高于国内，使得资金外流，可以说这几年全球大量资金流向美国，这就直接影响了中国股市的流动性。如今，美国通胀得到控制，七月CPI增速降至2字头，美联储即将在九月开启降息，未来基准利率将回到2~3%的水平，势必将有资金回流中国，随着流动性的转好，中国股市也有望出现上涨。但需要注意，A股和港股绝不会因为老美开始降息，就立竿见影般的涨起来。随着降息，股市转好是一定的，但需要时间，有可能是一个漫长的过程。此外，美联储降息的影响只限于外因层面，若想股市真正转牛，还需要内因同步发力配合才行。2、美联储降息后，哪些股票将受益盈亏同源，回答这个问题可以看过去两年多加息周期里，哪些题材板块受损最严重。首当其冲的当属那些还在处于早期烧钱开发阶段的、尚未盈利的如生物医药、科技等类型公司，所谓赛道股。的确，在2020年大放水背景下，有些初创阶段严重亏损的创新药企先是暴涨，随后又暴跌，甚至很多跌去了九成。接下来随着降息，流动性的好转，成长股有望得到重估，这其中有真正实力的公司，表现将格外突出。像A股最近一两年，医药医疗板块也是重灾区，随着降息的到来，估值也有望得到修复。 加息周期里，大资金青睐于那些高股息、高回购、重视股东回馈的公司，已经形成了相应了市场风格和偏好，股东回馈可以说是让投资者真正受益、分享公司增长的有效途径，所以，个人觉得，即便之后进入降息周期，这一点也不会轻易改变。另外无","images":[{"img":"https://static.tigerbbs.com/920cbd9bc7ee44d2a8ee94679deb7f19"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344892898279792","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":286934020341960,"gmtCreate":1711072290339,"gmtModify":1711072346997,"author":{"id":"4107239966895660","authorId":"4107239966895660","authorIdStr":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"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。 &nbsp;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","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。 &nbsp;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","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","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":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},{"id":658418437,"gmtCreate":1682950071429,"gmtModify":1682950076095,"author":{"id":"4107239966895660","authorId":"4107239966895660","authorIdStr":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"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\">$能链智电(NAAS)$ &nbsp;</a><a href=\"https://laohu8.com/S/300698\">$万马科技(300698)$ &nbsp;</a><a href=\"https://laohu8.com/S/300491\">$通合科技(300491)$ &nbsp;</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\">$能链智电(NAAS)$ &nbsp;</a><a href=\"https://laohu8.com/S/300698\">$万马科技(300698)$ &nbsp;</a><a href=\"https://laohu8.com/S/300491\">$通合科技(300491)$ &nbsp;</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":6137,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118472521748070","authorId":"4118472521748070","authorIdStr":"4118472521748070","name":"时光匆匆流","avatar":"https://static.tigerbbs.com/8f8c49ebfe9f476de44416d3bea7da3c","crmLevel":1,"crmLevelSwitch":0,"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","authorIdStr":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107239966895660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HXC\">$纳斯达克中国金龙指数(HXC)$ &nbsp;</a> 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。","listText":"<a href=\"https://laohu8.com/S/HXC\">$纳斯达克中国金龙指数(HXC)$ &nbsp;</a> 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。","text":"$纳斯达克中国金龙指数(HXC)$ 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":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202854362624200,"gmtCreate":1690555071607,"gmtModify":1690555072399,"author":{"id":"4107239966895660","authorId":"4107239966895660","authorIdStr":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107239966895660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BK4542\">$充电桩(BK4542)$ &nbsp;</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\">$充电桩(BK4542)$ &nbsp;</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。","text":"$充电桩(BK4542)$ 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。","images":[{"img":"https://static.tigerbbs.com/a88e2ee9bd64c0906ca56bfe38505aca","width":"846","height":"564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202854362624200","isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":231859552198984,"gmtCreate":1697615209506,"gmtModify":1697615210835,"author":{"id":"4107239966895660","authorId":"4107239966895660","authorIdStr":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107239966895660"},"themes":[],"htmlText":"<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":351,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274708638467","authorId":"3479274708638467","authorIdStr":"3479274708638467","name":"杜向峰","avatar":"https://static.tigerbbs.com/2a5f73b1d6901f88e932bab82a625a66","crmLevel":1,"crmLevelSwitch":0,"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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能链智电战略合作伙伴快电，聚合国内主流充电运营商，构建起覆盖全国的互联互通充电服务网络。电动汽车车主可通过快电App“一键找好桩”“一键充电”“快电会员”等创新服务，省掉了下载多个充电App的麻烦，并通过“在线导航”“找桩路书”等功能，提升车主找桩效率，让车主享受便捷、优质的充电体验。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/232555661217816","isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274703284436","authorId":"3479274703284436","authorIdStr":"3479274703284436","name":"纯天然绿色学渣","avatar":"https://static.tigerbbs.com/9dc28887a53f3e3459540639cff63b44","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274703284436"},"content":"能链智电的股票到年底能到多少？","text":"能链智电的股票到年底能到多少？","html":"能链智电的股票到年底能到多少？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":218820533424232,"gmtCreate":1694413027175,"gmtModify":1694413029616,"author":{"id":"4107239966895660","authorId":"4107239966895660","authorIdStr":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107239966895660"},"themes":[],"htmlText":"<a 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