cyndex的个人主页 - 老虎社区

cyndex

cyndex

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10-17

$HomesToLife(HTLM)$ 为什么卖不掉？

12-10

$房多多(DUO)$ **，又发行

11-22

$房多多(DUO)$ 已经很低了，一补仓又跌。

11-13

$Sirius XM Holdings Inc.(SIRI)$ 股息什么时候发放

10-17

$盛京银行(02066)$ 房地产利好，这家银行可以贷款买房吗？

10-16

$Sirius XM Holdings Inc.(SIRI)$ 加油干

10-02

$BigBear.ai Holdings(BBAI)$ 死水一滩

09-25

$Applied DNA Sciences Inc(APDN)$ 没动静

09-17

$BigBear.ai Holdings(BBAI)$ 涨

09-26

$卡罗特(02549)$ 有多少人申购，举手🙋

11-14

$房多多(DUO)$ 之前那几位在这里叫的欢的呢？

10-02

$卡罗特(02549)$ 价格这么回调了？

10-01

$HomesToLife(HTLM)$ 没人竞价吗？

09-18

$XCHG Limited(XCH)$ 今天怎么这么猛，谁能解释下

12-08

$特朗普媒体科技集团(DJT)$ 这走势跟中概股一样

12-04

$高途(GOTU)$ 还没退市吗

10-31

$Applied DNA Sciences Inc(APDN)$ 这只烂股，天天跌

09-24

$美的集团(00300)$ 为什么二次上市，第一次退市是什么原因？

10-07

$太美医疗科技(02576)$ 果然鸡太美

11-29

$商汤-W(00020)$ 长期看好，我们公司用他们家的门禁机AI系统

去老虎APP查看更多动态

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这走势跟中概股一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/379310961492368","isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482550532367433","authorId":"3482550532367433","name":"龙腾虎乐","avatar":"https://static.laohu8.com/1530cc5cd548815469551d0b8c1c8ee8","crmLevel":6,"crmLevelSwitch":1,"idStr":"3482550532367433","authorIdStr":"3482550532367433"},"content":"别扯了[捂脸][捂脸]","text":"别扯了[捂脸][捂脸]","html":"别扯了[捂脸][捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378027626582304,"gmtCreate":1733322353934,"gmtModify":1733322355150,"author":{"id":"4184703644253842","authorId":"4184703644253842","name":"cyndex","avatar":"https://static.tigerbbs.com/858946f21661e6551fefccc64895ebad","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4184703644253842","authorIdStr":"4184703644253842"},"themes":[],"htmlText":"<a 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还没退市吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/378027626582304","isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3432601228539905","authorId":"3432601228539905","name":"哇呀呀呀在找借口","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3432601228539905","authorIdStr":"3432601228539905"},"content":"人家为啥要退市","text":"人家为啥要退市","html":"人家为啥要退市"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377770853065064,"gmtCreate":1733265792785,"gmtModify":1733265794770,"author":{"id":"4184703644253842","authorId":"4184703644253842","name":"cyndex","avatar":"https://static.tigerbbs.com/858946f21661e6551fefccc64895ebad","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4184703644253842","authorIdStr":"4184703644253842"},"themes":[],"htmlText":"你怎么知道是这个原因？","listText":"你怎么知道是这个原因？","text":"你怎么知道是这个原因？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377770853065064","repostId":"1158142701","repostType":2,"repost":{"id":"1158142701","kind":"news","weMediaInfo":{"introduction":"Track 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While Weigand will remain in the role until a successor is named, the move raised questions about potential remaining issues at the company that need to be addressed.</p>","source":"ai_movement_en","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>Stock Track | Super Micro Plummets 5.24% as CFO Replacement Sparks Fresh Worries Despite Probe Clearing</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\">\nStock Track | Super Micro Plummets 5.24% as CFO Replacement Sparks Fresh Worries Despite Probe Clearing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2024-12-03 23:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of AI server maker Super Micro Computer Inc (SMCI) plummeted 5.24% on Tuesday, reversing course after a nearly 30% rally in the previous session.</p>\n\n<p>The stock had surged Monday following an independent committee's announcement that its probe found no evidence of fraud or misconduct at the company. This investigation was launched after SMCI's auditor Ernst & Young resigned, citing concerns over the firm's governance and financial controls.</p>\n\n<p>However, SMCI's decision to replace its Chief Financial Officer David Weigand, despite the probe clearing the management, sparked fresh worries among investors. While Weigand will remain in the role until a successor is named, the move raised questions about potential remaining issues at the company that need to be addressed.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158142701","content_text":"Shares of AI server maker Super Micro Computer Inc (SMCI) plummeted 5.24% on Tuesday, reversing course after a nearly 30% rally in the previous session.\nThe stock had surged Monday following an independent committee's announcement that its probe found no evidence of fraud or misconduct at the company. This investigation was launched after SMCI's auditor Ernst & Young resigned, citing concerns over the firm's governance and financial controls.\nHowever, SMCI's decision to replace its Chief Financial Officer David Weigand, despite the probe clearing the management, sparked fresh worries among investors. 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10:41","market":"nz","language":"zh","title":"【IPO月报】10月港股IPO市场热度未减 卡罗特超购1346倍、华润饮料或成年度“冻资王”","url":"https://stock-news.laohu8.com/highlight/detail?id=2480905346","media":"金吾财讯","summary":"来源：港交所 整理：金吾财讯来源：港交所 整理：金吾财讯华润饮料或成年度“冻资王”顺带一提，10月以来接连两只新股挑战本年度“冻资王”称号。10月2日上市的卡罗特“冻资”1010.5亿港元，当时市场一度认为其将成为年度之最，但它在这个位置上仅坐了约20天。10月23日挂牌的包装水怡宝母公司华润饮料便以1323.9亿港元的冻结资金，夺得了本年度“冻资王”称号。不过，华润饮料目前收入仍以“怡宝”支撑。","content":"<html><body><p>9月份<a href=\"https://laohu8.com/S/000333\">美的集团</a>(00300)募资357亿元，成为港股自2021年2月以来最大、2024年前三季度亚洲最大及2024年全球第二大规模的新股集资。</p><p>港交所集团行政总裁陈翊庭表示：“最近，<a href=\"https://laohu8.com/S/00388\">香港交易所</a>迎来今年亚洲最大及全球第二大规模的新股上市，再融资活动也十分活跃，显示了我们市场的深度和吸引力，新股上市申请数目也进一步巩固了香港作为亚洲首选新股集资中心的地位。此外，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>转为双重主要上市并随后获纳入港股通，这也反映了双重主要上市结构如何帮助企业有效接触中国内地的资金池，从而提升流动性。”</p><p>同时，随着刺激政策的加码，市场活跃度高涨，港股IPO的热度也开始回升。进入10月份，共有8家企业成功登陆港交所主板，涵盖医疗科技、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备、食品饮料等多个领域。特别是<a href=\"https://laohu8.com/S/02460\">华润饮料</a>和<a href=\"https://laohu8.com/S/02549\">卡罗特</a>两家公司，因各自冻结资金超过千亿元而引起市场广泛关注，也凸显了港股IPO市场持续回暖的迹象。</p><p><b>10月募资王——地平线<a href=\"https://laohu8.com/S/300024\">机器人</a></b><b></b></p><p>近年国家大力支持智驾的发展，加之AI的推波助澜，汽车行业已经进入了智驾的大浪潮时代。</p><p>地平线机器人作为智驾科技龙头企业，其上市引起了广泛关注。背靠<a href=\"https://laohu8.com/S/BIDU\">百度</a>、阿里的它以约4亿元的优势，夺得10月募资王称号。</p><p><a href=\"https://laohu8.com/S/600109\">国金证券</a>近日研报表示，地平线机器人业务与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、Mobileye、<a href=\"https://laohu8.com/S/000716\">黑芝麻</a>等企业类似，涉及芯片设计或自动驾驶解决方案，公司作为行业龙头，同时智驾芯片市场快速爆发及国产替代趋势明显，给予2025 年11 倍PS，目标价4.7 港元，首次覆盖，“增持”评级。</p><p>财务方面，公司2021年-2023年收入分别为4.67亿元、9.06亿元和15.52亿元，复合年增长率高达82.3%，至于2024年上半年收入达9.35亿元，同比增长1.52倍，超过2022年全年收入。整体上，公司处于高速扩张阶段。</p><p>不过，不同于收入端的亮眼表现，公司在利润端仍面临较大挑战，2021年-2023年净亏损为20.64亿元、87.20亿元、67.39亿元。2024年上半年亏损达到50.98亿元，同比亏损扩大1.7倍。</p><p>另一方面，地平线也面临客户集中度高的风险，从招股书显示，2021年-2023年，公司五大客户每年产生的收入总额2.83亿元、4.82亿元、10.67亿元，占公司收入60.7%、53.2%、68.8%。2024年上半年该比例更是高达77.9%。</p><p>加之近期美国宣布禁止对华半导体、AI、量子领域投资，地平线机器人的前景仍需进一步观察。</p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/46ac2bb8b5ad47038b840db9ae65860d\"/><p>来源：港交所 整理：金吾财讯</p><p><b>10月超购王——卡罗特</b><b></b></p><p>卡罗特作为继<a href=\"https://laohu8.com/S/00300\">美的集团</a>后，10月的首只新股，市场对其期待程度空前高涨。1347.27倍的认购倍数，令其成为今年继<a href=\"https://laohu8.com/S/08529\">优博控股</a>、<a href=\"https://laohu8.com/S/08637\">元续科技</a>后第三只超购超1000倍的新股，也是今年主板上市认购之最。</p><p>据悉，卡罗特成立于2007年，在做品牌之前，主要为国际市场提供OEM服务，2013年，卡罗特第一次转型做ODM，业务从贴牌代工转为为国际品牌设计、开发新产品，甚至还有定制业务。2022年初，卡罗特剥离生产业务，转向完全外包及轻资产模式。自此，卡罗特从一家处于产业链底端的传统生产工厂，升级为一家产业链顶端、整合行业资源的品牌商。</p><p>招股书显示，根据灼识咨询的报告，按2023年零售额计算，卡罗特在各主要市场的线上炊具行业中排名前五，在中国排名第四，在美国排名第二，在西欧排名第三，在东南亚排名第二，在日本排名第三。</p><p>从该排名能看到，公司海外市场份额较高。因此也将高度依赖<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>等渠道。值得注意的是，2021-2023年，公司线上渠道销售收入占品牌业务总收入的比例分别为98.1%、98.6%及超过99.9%。</p><p>线上渠道需要向电商平台支付高额的佣金，一定程度侵蚀了利润空间。此外，过度依赖线上渠道会使品牌丧失战略主动权，有着不小隐藏的风险。如亚马逊经常爆出封号事件，2018年“214封号”、到2019年“525封号”、再到2020年“开年封号”，还有2021年封号潮等。</p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/6b5e139672b04ddbae6fefe24a2506ef\"/><p>来源：港交所 整理：金吾财讯</p><p><b>10月最难中签——<a href=\"https://laohu8.com/S/02576\">太美医疗科技</a></b><b></b></p><p>从配售结果显示，稳中一手卡罗特需要认购80手，不过一手中签率有15%。太美医疗科技一手中签率则低于2.69%，成为10月最难中签票。</p><p>据悉，太美医疗科技是腾讯、经纬创投等众多明星机构投资的一家生命科学领域数字化解决方案供应商，设计及提供行业特定的软件及数字化服务，以加速创新药物及医疗器械等医学科学产品的研究及开发及营销。</p><p>太美医疗的上市之路并不顺利。公司曾于2021年12月向科创板递交招股书，但2023年3月IPO未能过会，上市审核委员会当时审议认为，报告期内，太美科技主要依靠核心技术开展生产经营，未充分披露有利于投资者作出价值判断和投资决策的重要信息，不符合《首次公开发行股票注册管理办法》第三条和第三十四条的相关规定。随后公司选择转战港股。</p><p>从财务上看，2021、2022、2023年及2024年前3个月，公司收入分别约为人民币4.66亿元、5.49亿元、5.73亿元及1.32亿元。同时，公司常年亏损，同期对应净亏损4.8亿元、4.23亿元、3.56亿元及1.2亿元。</p><p>招股书中提到，亏损主要来源于公司各业务发展迅速，由此带来的人员扩张导致的工资薪酬和股份支付金额大幅增长，叠加业务发展相关的各类费用增加，营业收入无法覆盖主营业务成本和期间费用的增加，最终导致公司报告期内净利润亏损较大。</p><p>股东背景方面，在IPO之前，太美医疗科技经历了8轮融资，累计金额超30亿元，投资方包括云锋基金、软银、高瓴等，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>通过林芝腾讯、苏州湃益间接持有太美科技12.06%的股份，为公司第二大股东。</p><p>总的来说，股东阵容豪华显示了其在数字化医疗领域的地位和发展潜力，但在成本控制、提高盈利能力方面可见度仍较低。从公司目前的业务发展情况来看，仍任重道远。</p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/f0d832578f6742699ce5130121e51106\"/><p>来源：港交所 整理：金吾财讯</p><p><b>10月挂牌首日表现最佳——卡罗特</b><b></b></p><p>针对卡罗特的市场情绪延续至其挂牌首日。10月2日当天，其首日挂牌开报9.5港元，较招股价高出64.36%，最终收报9.15港元，仍较招股价高58.3%。全日最高见10.88港元，若高位离场，不计手续费，每手500股，一手账面盈利最高达到2550港元。</p><p>“有人欢喜有人愁”，阿里巴巴支持的<a href=\"https://laohu8.com/S/02567\">七牛智能</a>首日挂牌即破发，当日开报1.6港元，较招股价低41.82%，收盘报1.19港元，较招股价低56.73%。</p><p>同为软件服务行业的太美医疗科技亦表现糟糕。首挂当天收报9.2港元，较招股价低29.23%。纵观近期行业表现，七牛智能与太美医疗科技的表现都属于垫底。</p><p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/973a236266a6474b924553aee86a67e8\"/></p><p>来源：港交所 整理：金吾财讯</p><div><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/a93a4ed8cf10457498101893f9d4e863\"/><br/></div><p>来源：港交所 整理：金吾财讯</p><p><b>华润饮料或成年度</b><b>“冻资王”</b><b></b></p><p>顺带一提，10月以来接连两只新股挑战本年度“冻资王”称号。</p><p>10月2日上市的卡罗特“冻资”1010.5亿港元，当时市场一度认为其将成为年度之最，但它在这个位置上仅坐了约20天。10月23日挂牌的包装水怡宝母公司华润饮料便以1323.9亿港元的冻结资金，夺得了本年度“冻资王”称号。</p><p>华润饮料旗下拥有“怡宝”、“至本清润”、“蜜水系列”等13个品牌，56个SKU。不过，华润饮料目前收入仍以“怡宝”支撑。2021年至2023年及2024年前四个月，包装饮用水产品收入分别为108.18亿元、119.06亿元、124.47亿元和37.21亿元，占比分别为95.4%、94.3%、92.1%和89.7%。</p><p>极度依赖单一单品有很大弊端，因此近年来公司也不断开拓多元化战略布局，可以看到，饮料产品与收入占比由2021年的4.6%提高至2023年的7.9%。2024年上半年，该占比突破10%。</p><p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/134d49a9c3d2409288112a74b807d471\"/></p><p>来源：华润饮料招股书</p><p>银河证券表示，复盘<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>、<a href=\"https://laohu8.com/S/600887\">伊利股份</a>等饮料乳品巨头，该行发现从单一大单品驱动跃变为平台型公司的这一阶段有望实现突出的业绩表现。该行认为华润饮料当前正处于这一关键时期，值得高度关注。</p><p>近年来包装水“战场”极为激烈，若要从与农夫山泉、百岁山、娃哈哈、康师傅的混战中突围，便十分依赖上市融资。此次所募资金，超70%的资金用于扩张以及强化品牌，其上市的必要性，也就显现了。</p><p><b>10月递表一览</b><b></b></p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/dbe2318a53064e42a660b526c55d8551\"/><p>来源：港交所 整理：金吾财讯</p></body></html>","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>【IPO月报】10月港股IPO市场热度未减 卡罗特超购1346倍、华润饮料或成年度“冻资王”</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【IPO月报】10月港股IPO市场热度未减 卡罗特超购1346倍、华润饮料或成年度“冻资王”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2024-11-04 10:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>9月份<a href=\"https://laohu8.com/S/000333\">美的集团</a>(00300)募资357亿元，成为港股自2021年2月以来最大、2024年前三季度亚洲最大及2024年全球第二大规模的新股集资。</p><p>港交所集团行政总裁陈翊庭表示：“最近，<a href=\"https://laohu8.com/S/00388\">香港交易所</a>迎来今年亚洲最大及全球第二大规模的新股上市，再融资活动也十分活跃，显示了我们市场的深度和吸引力，新股上市申请数目也进一步巩固了香港作为亚洲首选新股集资中心的地位。此外，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>转为双重主要上市并随后获纳入港股通，这也反映了双重主要上市结构如何帮助企业有效接触中国内地的资金池，从而提升流动性。”</p><p>同时，随着刺激政策的加码，市场活跃度高涨，港股IPO的热度也开始回升。进入10月份，共有8家企业成功登陆港交所主板，涵盖医疗科技、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备、食品饮料等多个领域。特别是<a href=\"https://laohu8.com/S/02460\">华润饮料</a>和<a href=\"https://laohu8.com/S/02549\">卡罗特</a>两家公司，因各自冻结资金超过千亿元而引起市场广泛关注，也凸显了港股IPO市场持续回暖的迹象。</p><p><b>10月募资王——地平线<a href=\"https://laohu8.com/S/300024\">机器人</a></b><b></b></p><p>近年国家大力支持智驾的发展，加之AI的推波助澜，汽车行业已经进入了智驾的大浪潮时代。</p><p>地平线机器人作为智驾科技龙头企业，其上市引起了广泛关注。背靠<a href=\"https://laohu8.com/S/BIDU\">百度</a>、阿里的它以约4亿元的优势，夺得10月募资王称号。</p><p><a href=\"https://laohu8.com/S/600109\">国金证券</a>近日研报表示，地平线机器人业务与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、Mobileye、<a href=\"https://laohu8.com/S/000716\">黑芝麻</a>等企业类似，涉及芯片设计或自动驾驶解决方案，公司作为行业龙头，同时智驾芯片市场快速爆发及国产替代趋势明显，给予2025 年11 倍PS，目标价4.7 港元，首次覆盖，“增持”评级。</p><p>财务方面，公司2021年-2023年收入分别为4.67亿元、9.06亿元和15.52亿元，复合年增长率高达82.3%，至于2024年上半年收入达9.35亿元，同比增长1.52倍，超过2022年全年收入。整体上，公司处于高速扩张阶段。</p><p>不过，不同于收入端的亮眼表现，公司在利润端仍面临较大挑战，2021年-2023年净亏损为20.64亿元、87.20亿元、67.39亿元。2024年上半年亏损达到50.98亿元，同比亏损扩大1.7倍。</p><p>另一方面，地平线也面临客户集中度高的风险，从招股书显示，2021年-2023年，公司五大客户每年产生的收入总额2.83亿元、4.82亿元、10.67亿元，占公司收入60.7%、53.2%、68.8%。2024年上半年该比例更是高达77.9%。</p><p>加之近期美国宣布禁止对华半导体、AI、量子领域投资，地平线机器人的前景仍需进一步观察。</p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/46ac2bb8b5ad47038b840db9ae65860d\"/><p>来源：港交所 整理：金吾财讯</p><p><b>10月超购王——卡罗特</b><b></b></p><p>卡罗特作为继<a href=\"https://laohu8.com/S/00300\">美的集团</a>后，10月的首只新股，市场对其期待程度空前高涨。1347.27倍的认购倍数，令其成为今年继<a href=\"https://laohu8.com/S/08529\">优博控股</a>、<a href=\"https://laohu8.com/S/08637\">元续科技</a>后第三只超购超1000倍的新股，也是今年主板上市认购之最。</p><p>据悉，卡罗特成立于2007年，在做品牌之前，主要为国际市场提供OEM服务，2013年，卡罗特第一次转型做ODM，业务从贴牌代工转为为国际品牌设计、开发新产品，甚至还有定制业务。2022年初，卡罗特剥离生产业务，转向完全外包及轻资产模式。自此，卡罗特从一家处于产业链底端的传统生产工厂，升级为一家产业链顶端、整合行业资源的品牌商。</p><p>招股书显示，根据灼识咨询的报告，按2023年零售额计算，卡罗特在各主要市场的线上炊具行业中排名前五，在中国排名第四，在美国排名第二，在西欧排名第三，在东南亚排名第二，在日本排名第三。</p><p>从该排名能看到，公司海外市场份额较高。因此也将高度依赖<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>等渠道。值得注意的是，2021-2023年，公司线上渠道销售收入占品牌业务总收入的比例分别为98.1%、98.6%及超过99.9%。</p><p>线上渠道需要向电商平台支付高额的佣金，一定程度侵蚀了利润空间。此外，过度依赖线上渠道会使品牌丧失战略主动权，有着不小隐藏的风险。如亚马逊经常爆出封号事件，2018年“214封号”、到2019年“525封号”、再到2020年“开年封号”，还有2021年封号潮等。</p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/6b5e139672b04ddbae6fefe24a2506ef\"/><p>来源：港交所 整理：金吾财讯</p><p><b>10月最难中签——<a href=\"https://laohu8.com/S/02576\">太美医疗科技</a></b><b></b></p><p>从配售结果显示，稳中一手卡罗特需要认购80手，不过一手中签率有15%。太美医疗科技一手中签率则低于2.69%，成为10月最难中签票。</p><p>据悉，太美医疗科技是腾讯、经纬创投等众多明星机构投资的一家生命科学领域数字化解决方案供应商，设计及提供行业特定的软件及数字化服务，以加速创新药物及医疗器械等医学科学产品的研究及开发及营销。</p><p>太美医疗的上市之路并不顺利。公司曾于2021年12月向科创板递交招股书，但2023年3月IPO未能过会，上市审核委员会当时审议认为，报告期内，太美科技主要依靠核心技术开展生产经营，未充分披露有利于投资者作出价值判断和投资决策的重要信息，不符合《首次公开发行股票注册管理办法》第三条和第三十四条的相关规定。随后公司选择转战港股。</p><p>从财务上看，2021、2022、2023年及2024年前3个月，公司收入分别约为人民币4.66亿元、5.49亿元、5.73亿元及1.32亿元。同时，公司常年亏损，同期对应净亏损4.8亿元、4.23亿元、3.56亿元及1.2亿元。</p><p>招股书中提到，亏损主要来源于公司各业务发展迅速，由此带来的人员扩张导致的工资薪酬和股份支付金额大幅增长，叠加业务发展相关的各类费用增加，营业收入无法覆盖主营业务成本和期间费用的增加，最终导致公司报告期内净利润亏损较大。</p><p>股东背景方面，在IPO之前，太美医疗科技经历了8轮融资，累计金额超30亿元，投资方包括云锋基金、软银、高瓴等，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>通过林芝腾讯、苏州湃益间接持有太美科技12.06%的股份，为公司第二大股东。</p><p>总的来说，股东阵容豪华显示了其在数字化医疗领域的地位和发展潜力，但在成本控制、提高盈利能力方面可见度仍较低。从公司目前的业务发展情况来看，仍任重道远。</p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/f0d832578f6742699ce5130121e51106\"/><p>来源：港交所 整理：金吾财讯</p><p><b>10月挂牌首日表现最佳——卡罗特</b><b></b></p><p>针对卡罗特的市场情绪延续至其挂牌首日。10月2日当天，其首日挂牌开报9.5港元，较招股价高出64.36%，最终收报9.15港元，仍较招股价高58.3%。全日最高见10.88港元，若高位离场，不计手续费，每手500股，一手账面盈利最高达到2550港元。</p><p>“有人欢喜有人愁”，阿里巴巴支持的<a href=\"https://laohu8.com/S/02567\">七牛智能</a>首日挂牌即破发，当日开报1.6港元，较招股价低41.82%，收盘报1.19港元，较招股价低56.73%。</p><p>同为软件服务行业的太美医疗科技亦表现糟糕。首挂当天收报9.2港元，较招股价低29.23%。纵观近期行业表现，七牛智能与太美医疗科技的表现都属于垫底。</p><p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/973a236266a6474b924553aee86a67e8\"/></p><p>来源：港交所 整理：金吾财讯</p><div><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/a93a4ed8cf10457498101893f9d4e863\"/><br/></div><p>来源：港交所 整理：金吾财讯</p><p><b>华润饮料或成年度</b><b>“冻资王”</b><b></b></p><p>顺带一提，10月以来接连两只新股挑战本年度“冻资王”称号。</p><p>10月2日上市的卡罗特“冻资”1010.5亿港元，当时市场一度认为其将成为年度之最，但它在这个位置上仅坐了约20天。10月23日挂牌的包装水怡宝母公司华润饮料便以1323.9亿港元的冻结资金，夺得了本年度“冻资王”称号。</p><p>华润饮料旗下拥有“怡宝”、“至本清润”、“蜜水系列”等13个品牌，56个SKU。不过，华润饮料目前收入仍以“怡宝”支撑。2021年至2023年及2024年前四个月，包装饮用水产品收入分别为108.18亿元、119.06亿元、124.47亿元和37.21亿元，占比分别为95.4%、94.3%、92.1%和89.7%。</p><p>极度依赖单一单品有很大弊端，因此近年来公司也不断开拓多元化战略布局，可以看到，饮料产品与收入占比由2021年的4.6%提高至2023年的7.9%。2024年上半年，该占比突破10%。</p><p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/134d49a9c3d2409288112a74b807d471\"/></p><p>来源：华润饮料招股书</p><p>银河证券表示，复盘<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>、<a href=\"https://laohu8.com/S/600887\">伊利股份</a>等饮料乳品巨头，该行发现从单一大单品驱动跃变为平台型公司的这一阶段有望实现突出的业绩表现。该行认为华润饮料当前正处于这一关键时期，值得高度关注。</p><p>近年来包装水“战场”极为激烈，若要从与农夫山泉、百岁山、娃哈哈、康师傅的混战中突围，便十分依赖上市融资。此次所募资金，超70%的资金用于扩张以及强化品牌，其上市的必要性，也就显现了。</p><p><b>10月递表一览</b><b></b></p><img contenteditable=\"false\" src=\"https://static.tigerbbs.com/dbe2318a53064e42a660b526c55d8551\"/><p>来源：港交所 整理：金吾财讯</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20200908/MDgyM2JhZGUzZDEwMDQ3MDAxNzk5NzY4NzQxNTI4.jpg","relate_stocks":{"BK1110":"商品化工","09639":"荣利营造","BK1109":"应用软件","YANG":"三倍做空富时中国ETF-Direxion","HSCEI":"国企指数","02549":"卡罗特","BK1200":"软饮料","HSTECH":"恒生科技指数","02576":"太美医疗科技","02567":"七牛智能","BK1148":"建筑与工程","02460":"华润饮料","02563":"华昊中天医药-B"},"source_url":"1947017","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2480905346","content_text":"9月份美的集团(00300)募资357亿元，成为港股自2021年2月以来最大、2024年前三季度亚洲最大及2024年全球第二大规模的新股集资。港交所集团行政总裁陈翊庭表示：“最近，香港交易所迎来今年亚洲最大及全球第二大规模的新股上市，再融资活动也十分活跃，显示了我们市场的深度和吸引力，新股上市申请数目也进一步巩固了香港作为亚洲首选新股集资中心的地位。此外，阿里巴巴转为双重主要上市并随后获纳入港股通，这也反映了双重主要上市结构如何帮助企业有效接触中国内地的资金池，从而提升流动性。”同时，随着刺激政策的加码，市场活跃度高涨，港股IPO的热度也开始回升。进入10月份，共有8家企业成功登陆港交所主板，涵盖医疗科技、智能设备、食品饮料等多个领域。特别是华润饮料和卡罗特两家公司，因各自冻结资金超过千亿元而引起市场广泛关注，也凸显了港股IPO市场持续回暖的迹象。10月募资王——地平线机器人近年国家大力支持智驾的发展，加之AI的推波助澜，汽车行业已经进入了智驾的大浪潮时代。地平线机器人作为智驾科技龙头企业，其上市引起了广泛关注。背靠百度、阿里的它以约4亿元的优势，夺得10月募资王称号。国金证券近日研报表示，地平线机器人业务与英伟达、Mobileye、黑芝麻等企业类似，涉及芯片设计或自动驾驶解决方案，公司作为行业龙头，同时智驾芯片市场快速爆发及国产替代趋势明显，给予2025 年11 倍PS，目标价4.7 港元，首次覆盖，“增持”评级。财务方面，公司2021年-2023年收入分别为4.67亿元、9.06亿元和15.52亿元，复合年增长率高达82.3%，至于2024年上半年收入达9.35亿元，同比增长1.52倍，超过2022年全年收入。整体上，公司处于高速扩张阶段。不过，不同于收入端的亮眼表现，公司在利润端仍面临较大挑战，2021年-2023年净亏损为20.64亿元、87.20亿元、67.39亿元。2024年上半年亏损达到50.98亿元，同比亏损扩大1.7倍。另一方面，地平线也面临客户集中度高的风险，从招股书显示，2021年-2023年，公司五大客户每年产生的收入总额2.83亿元、4.82亿元、10.67亿元，占公司收入60.7%、53.2%、68.8%。2024年上半年该比例更是高达77.9%。加之近期美国宣布禁止对华半导体、AI、量子领域投资，地平线机器人的前景仍需进一步观察。来源：港交所 整理：金吾财讯10月超购王——卡罗特卡罗特作为继美的集团后，10月的首只新股，市场对其期待程度空前高涨。1347.27倍的认购倍数，令其成为今年继优博控股、元续科技后第三只超购超1000倍的新股，也是今年主板上市认购之最。据悉，卡罗特成立于2007年，在做品牌之前，主要为国际市场提供OEM服务，2013年，卡罗特第一次转型做ODM，业务从贴牌代工转为为国际品牌设计、开发新产品，甚至还有定制业务。2022年初，卡罗特剥离生产业务，转向完全外包及轻资产模式。自此，卡罗特从一家处于产业链底端的传统生产工厂，升级为一家产业链顶端、整合行业资源的品牌商。招股书显示，根据灼识咨询的报告，按2023年零售额计算，卡罗特在各主要市场的线上炊具行业中排名前五，在中国排名第四，在美国排名第二，在西欧排名第三，在东南亚排名第二，在日本排名第三。从该排名能看到，公司海外市场份额较高。因此也将高度依赖亚马逊和沃尔玛等渠道。值得注意的是，2021-2023年，公司线上渠道销售收入占品牌业务总收入的比例分别为98.1%、98.6%及超过99.9%。线上渠道需要向电商平台支付高额的佣金，一定程度侵蚀了利润空间。此外，过度依赖线上渠道会使品牌丧失战略主动权，有着不小隐藏的风险。如亚马逊经常爆出封号事件，2018年“214封号”、到2019年“525封号”、再到2020年“开年封号”，还有2021年封号潮等。来源：港交所 整理：金吾财讯10月最难中签——太美医疗科技从配售结果显示，稳中一手卡罗特需要认购80手，不过一手中签率有15%。太美医疗科技一手中签率则低于2.69%，成为10月最难中签票。据悉，太美医疗科技是腾讯、经纬创投等众多明星机构投资的一家生命科学领域数字化解决方案供应商，设计及提供行业特定的软件及数字化服务，以加速创新药物及医疗器械等医学科学产品的研究及开发及营销。太美医疗的上市之路并不顺利。公司曾于2021年12月向科创板递交招股书，但2023年3月IPO未能过会，上市审核委员会当时审议认为，报告期内，太美科技主要依靠核心技术开展生产经营，未充分披露有利于投资者作出价值判断和投资决策的重要信息，不符合《首次公开发行股票注册管理办法》第三条和第三十四条的相关规定。随后公司选择转战港股。从财务上看，2021、2022、2023年及2024年前3个月，公司收入分别约为人民币4.66亿元、5.49亿元、5.73亿元及1.32亿元。同时，公司常年亏损，同期对应净亏损4.8亿元、4.23亿元、3.56亿元及1.2亿元。招股书中提到，亏损主要来源于公司各业务发展迅速，由此带来的人员扩张导致的工资薪酬和股份支付金额大幅增长，叠加业务发展相关的各类费用增加，营业收入无法覆盖主营业务成本和期间费用的增加，最终导致公司报告期内净利润亏损较大。股东背景方面，在IPO之前，太美医疗科技经历了8轮融资，累计金额超30亿元，投资方包括云锋基金、软银、高瓴等，腾讯控股通过林芝腾讯、苏州湃益间接持有太美科技12.06%的股份，为公司第二大股东。总的来说，股东阵容豪华显示了其在数字化医疗领域的地位和发展潜力，但在成本控制、提高盈利能力方面可见度仍较低。从公司目前的业务发展情况来看，仍任重道远。来源：港交所 整理：金吾财讯10月挂牌首日表现最佳——卡罗特针对卡罗特的市场情绪延续至其挂牌首日。10月2日当天，其首日挂牌开报9.5港元，较招股价高出64.36%，最终收报9.15港元，仍较招股价高58.3%。全日最高见10.88港元，若高位离场，不计手续费，每手500股，一手账面盈利最高达到2550港元。“有人欢喜有人愁”，阿里巴巴支持的七牛智能首日挂牌即破发，当日开报1.6港元，较招股价低41.82%，收盘报1.19港元，较招股价低56.73%。同为软件服务行业的太美医疗科技亦表现糟糕。首挂当天收报9.2港元，较招股价低29.23%。纵观近期行业表现，七牛智能与太美医疗科技的表现都属于垫底。来源：港交所 整理：金吾财讯来源：港交所 整理：金吾财讯华润饮料或成年度“冻资王”顺带一提，10月以来接连两只新股挑战本年度“冻资王”称号。10月2日上市的卡罗特“冻资”1010.5亿港元，当时市场一度认为其将成为年度之最，但它在这个位置上仅坐了约20天。10月23日挂牌的包装水怡宝母公司华润饮料便以1323.9亿港元的冻结资金，夺得了本年度“冻资王”称号。华润饮料旗下拥有“怡宝”、“至本清润”、“蜜水系列”等13个品牌，56个SKU。不过，华润饮料目前收入仍以“怡宝”支撑。2021年至2023年及2024年前四个月，包装饮用水产品收入分别为108.18亿元、119.06亿元、124.47亿元和37.21亿元，占比分别为95.4%、94.3%、92.1%和89.7%。极度依赖单一单品有很大弊端，因此近年来公司也不断开拓多元化战略布局，可以看到，饮料产品与收入占比由2021年的4.6%提高至2023年的7.9%。2024年上半年，该占比突破10%。来源：华润饮料招股书银河证券表示，复盘农夫山泉、伊利股份等饮料乳品巨头，该行发现从单一大单品驱动跃变为平台型公司的这一阶段有望实现突出的业绩表现。该行认为华润饮料当前正处于这一关键时期，值得高度关注。近年来包装水“战场”极为激烈，若要从与农夫山泉、百岁山、娃哈哈、康师傅的混战中突围，便十分依赖上市融资。此次所募资金，超70%的资金用于扩张以及强化品牌，其上市的必要性，也就显现了。10月递表一览来源：港交所 整理：金吾财讯","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371187403612352,"gmtCreate":1731635727571,"gmtModify":1731635729333,"author":{"id":"4184703644253842","authorId":"4184703644253842","name":"cyndex","avatar":"https://static.tigerbbs.com/858946f21661e6551fefccc64895ebad","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4184703644253842","authorIdStr":"4184703644253842"},"themes":[],"htmlText":"看来不能","listText":"看来不能","text":"看来不能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371187403612352","repostId":"2483613364","repostType":2,"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370788428873936,"gmtCreate":1731538322844,"gmtModify":1731538325006,"author":{"id":"4184703644253842","authorId":"4184703644253842","name":"cyndex","avatar":"https://static.tigerbbs.com/858946f21661e6551fefccc64895ebad","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4184703644253842","authorIdStr":"4184703644253842"},"themes":[],"htmlText":"你倒是涨啊","listText":"你倒是涨啊","text":"你倒是涨啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370788428873936","repostId":"2482270955","repostType":2,"repost":{"id":"2482270955","kind":"news","pubTimestamp":1731414598,"share":"https://www.laohu8.com/m/news/2482270955?lang=&edition=full","pubTime":"2024-11-12 20:29","market":"us","language":"zh","title":"消费趋势 | 双十一“囤旅游”热情不减，出境游、高星级酒店成消费者“囤货”心头好","url":"https://stock-news.laohu8.com/highlight/detail?id=2482270955","media":"蓝鲸财经","summary":"蓝鲸新闻11月12日讯 双十一刚刚落下帷幕，从飞猪、途牛、携程等OTA平台公布数据看，消费者“囤旅游”热度有所提升，出境游、高星级酒店产品成消费者“囤货”心头好。飞猪双十一战报显示，22个品牌的活动商品成交额突破1亿元，创下飞猪历届大促的新纪录。从航司情况来看，国航、东航、南航等多家航司位列“亿元俱乐部”，出境游带动下，全日空航空、卡塔尔航空的商品成交额也突破1亿元。","content":"<html><body><p><img border=\"0\" src=\"https://img.lanjinger.com/news/20241112/202959_xszqpxbbylchq.jpeg\" width=\"1000\"/></p>\n<p>图片来源：<a href=\"https://laohu8.com/S/000681\">视觉中国</a></p>\n<p><strong>蓝鲸新闻11月12日讯（记者 孙煜）</strong>双十一刚刚落下帷幕，从飞猪、<a href=\"https://laohu8.com/S/TOUR\">途牛</a>、携程等OTA（在线旅游）平台公布数据看，消费者“囤旅游”热度有所提升，出境游、高星级酒店产品成消费者“囤货”心头好。</p>\n<p>飞猪双十一战报显示，22个品牌的活动商品成交额突破1亿元，创下飞猪历届大促的新纪录。其中，<a href=\"https://laohu8.com/S/H\">凯悦酒店</a>集团、<a href=\"https://laohu8.com/S/HLT\">希尔顿酒店</a>集团、<a href=\"https://laohu8.com/S/IHG.UK\">洲际酒店集团</a>等多家酒店集团商品成交额破亿。从航司情况来看，国航、东航、南航等多家航司位列“亿元俱乐部”，出境游带动下，全日空航空、卡塔尔航空的商品成交额也突破1亿元。</p>\n<p>“囤旅游”客群扩大、玩法上新</p>\n<p>先囤货后使用、过期自动退全款的“囤旅游”，已经成为消费者主要的旅游消费模式之一。飞猪数据显示，双十一活动商品成交额同比去年双位数增长，客群的持续扩大，交易用户数同比去年增长40%，其中约三分之一是新用户。</p>\n<p>今年双十一期间，携程进一步将“先囤后用”提升到了“先囤后付”，消费者可“0元下单”，于次月开始付款，在预约入住后再计入账单。如消费者行程有变，未预约可取消订单，款项将原路退回。蓝鲸新闻了解到，“先囤后付”产品覆盖全球15个国家和地区，日均覆盖300个酒店集团的9万个酒店套餐产品。</p>\n<p>业内人士认为，“先囤后付”可以降低消费者下单时的“决策门槛”，也方便消费者未来灵活安排出游计划，囤酒店券、囤机票卡等产品颇受欢迎。飞猪数据显示，今年双十一期间，累计售出近100万张“随心飞”及机票次卡、近300万件酒店套餐、超110万件乐园门票及玩乐套餐，全部刷新历史纪录。</p>\n<p>值得一提的是，制定日期购买使用的“日历型商品”销售数据也有所提升。今年双十一，飞猪携40家航空公司、6000多家酒店开展日历型商品促销，1元秒杀、大额立减等促销手段下，酒店日历型商品闪促活动成交额同比去年增长120%以上，带动对应酒店转化率提升约70%。</p>\n<p>途牛在今年双十一酒店套餐活动中，除了不约过期自动全额退款外，增加了旺季不加价、无连住限制等优惠政策。蓝鲸新闻从途牛处了解到，其中，有三分之二的酒店套餐产品是截止11月底使用均可享受旺季不加价。另有部分酒店套餐使用期限延长到了2025年1月-2月，且预约可享受旺季不加价。</p>\n<p>出境游产品热度空前</p>\n<p>不少消费者将“双十一”视作了囤货出境游的最佳时机。</p>\n<p>携程大促负责人表示，今年双十一，携程针对热门境外目的地、酒店、机票做了定向采货，参与活动的出境游目的地覆盖泰国、韩国、马来西亚、日本、新加坡、意大利、土耳其、澳大利亚、英国等，最高折扣力度达万元。</p>\n<p>蓝鲸新闻从携程处获悉，携程今年双十一期间，东南亚短线游折扣力度最高，韩国济州岛5日4晚跟团游、新加坡+马来西亚6日跟团游等线路买一送一，售价仅4000元左右，泰国跟团游最低不到千元。此外，全球热门景点门票提前预囤低至5折、特价机票买一送一。</p>\n<p>飞猪数据显示，今年双十一报名的商家数和商品数创历史新高，商品的占比较去年增长了近2倍，目的地覆盖近200个国家，出境游活动商品销量占比同比增长30%，中国香港、日本、中国澳门、泰国、韩国、马来西亚等是热门目的地，冰岛、土耳其、柬埔寨、斐济、法国同比去年增速最快。</p>\n<p>蓝鲸新闻从途牛处了解到，今年双十一，上线多款出境游特惠产品，迪拜、欧洲等目的地的产品预订火爆。</p>\n<p>高星级酒店受欢迎</p>\n<p>飞猪数据显示，双十一酒店套餐消费者规模显著超越去年，其中，出境游酒店套餐销量强劲，双十一开售仅3天，成交额已超过去年全程。国内高星级酒店套餐售出超200万件。</p>\n<p>蓝鲸新闻获悉，8家酒店集团位列今年飞猪双十一“亿元俱乐部”行列，其中不乏高星级酒店身影，包括：万豪国际酒店集团、万达酒店及度假村、希尔顿酒店集团、凯悦酒店集团、<a href=\"https://laohu8.com/S/IHG\">洲际酒店</a>集团、悦榕酒店集团、<a href=\"https://laohu8.com/S/0H59.UK\">雅高酒店集团</a>、开元森泊酒店。</p>\n<p>途牛的双十一活动中，同样有高星级酒店身影。蓝鲸新闻从途牛处了解到，活动产品包括上海外滩茂悦<a href=\"https://laohu8.com/S/00045\">大酒店</a>、宁波柏悦酒店每晚999元起，三亚·亚特兰蒂斯酒店海景房限时特价等。</p>\n<p>飞猪数据显示，悦榕集团在双十一期间销售业绩强劲，活动商品成交额突破1亿元仅用了36个小时。相关负责人表示，“今年双11活动商品的预约使用情况远超我们预期。今年我们不仅将目光放在吸引消费者下单上，更将核销率视为关键指标。”</p>\n<p>业内人士指出，对于旅游行业而言，双十一是“淡季”获客的方式之一，企业可以根据消费者的“预订单”提前做出相应准备，此外，也是会员拉新、新品开发、品牌营销的重要场合。</p>\n</body></html>","source":"lanjinger_stock","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>消费趋势 | 双十一“囤旅游”热情不减，出境游、高星级酒店成消费者“囤货”心头好</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消费趋势 | 双十一“囤旅游”热情不减，出境游、高星级酒店成消费者“囤货”心头好\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-12 20:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/244442><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图片来源：视觉中国\n蓝鲸新闻11月12日讯（记者 孙煜）双十一刚刚落下帷幕，从飞猪、途牛、携程等OTA（在线旅游）平台公布数据看，消费者“囤旅游”热度有所提升，出境游、高星级酒店产品成消费者“囤货”心头好。\n飞猪双十一战报显示，22个品牌的活动商品成交额突破1亿元，创下飞猪历届大促的新纪录。其中，凯悦酒店集团、希尔顿酒店集团、洲际酒店集团等多家酒店集团商品成交额破亿。从航司情况来看，国航、东航、...</p>\n\n<a href=\"https://www.lanjinger.com/d/244442\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0329678170.USD":"FIDELITY EMERGING ASIA \"A\" (USD) INC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0051755006.USD":"摩根大通中国A (dist)","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0594300419.USD":"富达中国消费基金A","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC 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孙煜）双十一刚刚落下帷幕，从飞猪、途牛、携程等OTA（在线旅游）平台公布数据看，消费者“囤旅游”热度有所提升，出境游、高星级酒店产品成消费者“囤货”心头好。\n飞猪双十一战报显示，22个品牌的活动商品成交额突破1亿元，创下飞猪历届大促的新纪录。其中，凯悦酒店集团、希尔顿酒店集团、洲际酒店集团等多家酒店集团商品成交额破亿。从航司情况来看，国航、东航、南航等多家航司位列“亿元俱乐部”，出境游带动下，全日空航空、卡塔尔航空的商品成交额也突破1亿元。\n“囤旅游”客群扩大、玩法上新\n先囤货后使用、过期自动退全款的“囤旅游”，已经成为消费者主要的旅游消费模式之一。飞猪数据显示，双十一活动商品成交额同比去年双位数增长，客群的持续扩大，交易用户数同比去年增长40%，其中约三分之一是新用户。\n今年双十一期间，携程进一步将“先囤后用”提升到了“先囤后付”，消费者可“0元下单”，于次月开始付款，在预约入住后再计入账单。如消费者行程有变，未预约可取消订单，款项将原路退回。蓝鲸新闻了解到，“先囤后付”产品覆盖全球15个国家和地区，日均覆盖300个酒店集团的9万个酒店套餐产品。\n业内人士认为，“先囤后付”可以降低消费者下单时的“决策门槛”，也方便消费者未来灵活安排出游计划，囤酒店券、囤机票卡等产品颇受欢迎。飞猪数据显示，今年双十一期间，累计售出近100万张“随心飞”及机票次卡、近300万件酒店套餐、超110万件乐园门票及玩乐套餐，全部刷新历史纪录。\n值得一提的是，制定日期购买使用的“日历型商品”销售数据也有所提升。今年双十一，飞猪携40家航空公司、6000多家酒店开展日历型商品促销，1元秒杀、大额立减等促销手段下，酒店日历型商品闪促活动成交额同比去年增长120%以上，带动对应酒店转化率提升约70%。\n途牛在今年双十一酒店套餐活动中，除了不约过期自动全额退款外，增加了旺季不加价、无连住限制等优惠政策。蓝鲸新闻从途牛处了解到，其中，有三分之二的酒店套餐产品是截止11月底使用均可享受旺季不加价。另有部分酒店套餐使用期限延长到了2025年1月-2月，且预约可享受旺季不加价。\n出境游产品热度空前\n不少消费者将“双十一”视作了囤货出境游的最佳时机。\n携程大促负责人表示，今年双十一，携程针对热门境外目的地、酒店、机票做了定向采货，参与活动的出境游目的地覆盖泰国、韩国、马来西亚、日本、新加坡、意大利、土耳其、澳大利亚、英国等，最高折扣力度达万元。\n蓝鲸新闻从携程处获悉，携程今年双十一期间，东南亚短线游折扣力度最高，韩国济州岛5日4晚跟团游、新加坡+马来西亚6日跟团游等线路买一送一，售价仅4000元左右，泰国跟团游最低不到千元。此外，全球热门景点门票提前预囤低至5折、特价机票买一送一。\n飞猪数据显示，今年双十一报名的商家数和商品数创历史新高，商品的占比较去年增长了近2倍，目的地覆盖近200个国家，出境游活动商品销量占比同比增长30%，中国香港、日本、中国澳门、泰国、韩国、马来西亚等是热门目的地，冰岛、土耳其、柬埔寨、斐济、法国同比去年增速最快。\n蓝鲸新闻从途牛处了解到，今年双十一，上线多款出境游特惠产品，迪拜、欧洲等目的地的产品预订火爆。\n高星级酒店受欢迎\n飞猪数据显示，双十一酒店套餐消费者规模显著超越去年，其中，出境游酒店套餐销量强劲，双十一开售仅3天，成交额已超过去年全程。国内高星级酒店套餐售出超200万件。\n蓝鲸新闻获悉，8家酒店集团位列今年飞猪双十一“亿元俱乐部”行列，其中不乏高星级酒店身影，包括：万豪国际酒店集团、万达酒店及度假村、希尔顿酒店集团、凯悦酒店集团、洲际酒店集团、悦榕酒店集团、雅高酒店集团、开元森泊酒店。\n途牛的双十一活动中，同样有高星级酒店身影。蓝鲸新闻从途牛处了解到，活动产品包括上海外滩茂悦大酒店、宁波柏悦酒店每晚999元起，三亚·亚特兰蒂斯酒店海景房限时特价等。\n飞猪数据显示，悦榕集团在双十一期间销售业绩强劲，活动商品成交额突破1亿元仅用了36个小时。相关负责人表示，“今年双11活动商品的预约使用情况远超我们预期。今年我们不仅将目光放在吸引消费者下单上，更将核销率视为关键指标。”\n业内人士指出，对于旅游行业而言，双十一是“淡季”获客的方式之一，企业可以根据消费者的“预订单”提前做出相应准备，此外，也是会员拉新、新品开发、品牌营销的重要场合。","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370690191163520,"gmtCreate":1731514932700,"gmtModify":1731514934270,"author":{"id":"4184703644253842","authorId":"4184703644253842","name":"cyndex","avatar":"https://static.tigerbbs.com/858946f21661e6551fefccc64895ebad","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4184703644253842","authorIdStr":"4184703644253842"},"themes":[],"htmlText":"<a 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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美国大选日，老虎国际交易订单量激增74%，盈利用户占比逾7成\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\">2024-11-08 20:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>新加坡，2024年11月8日 -<strong> </strong>老虎国际平台数据显示，11月6日（美国大选落地）老虎用户交投活跃，整体交易订单量较前一日提升74%，相比10月份月均订单量提升48%；整体盈利订单量占已实现盈亏订单量63%，盈利用户数占已实现盈亏用户数76%；交易标的主要集中在 TSLA、DJT、COIN 等，其中 COIN 和 TSLA 订单量分别较前一日大幅增长 354% 和 182%。</p><p>新加坡市场，当日老虎平台整体交易订单量较前一日提升84%，相比10月份月均订单量提升51%；订单金额较前一日提升44%，相比10月份月均订单金额提升31%。其中，美股交易活跃度显著提升，交易订单量较前一日提升88%，相比10月份月均订单量提升52%。</p><p>香港市场，当日老虎平台整体交易订单量较前一日提升47%，相比10月份月均订单量提升41%；订单金额较前一日提升87%，相比10月份月均订单金额提升39%。其中，其中美股交易订单量和交易金额增长势头强劲，交易订单量和交易金额分别较前一日提升88%和178%。</p><p>老虎国际创始人及CEO巫天华表示：“美国大选落地，特朗普再度当选，美股三大指数均大幅上涨且创下历史新高，当日老虎平台上整体交易订单量大幅提升，客户平均收益表现更佳，表明市场对美国经济前景的乐观态度，也展现了老虎平台强大的市场响应力和金融服务实力。面对特朗普当选可能引发的市场波动和政策调整，老虎平台以其全面的市场覆盖、丰富的交易品种和高效的交易系统，为投资者提供了灵活应对市场挑战的工具。例如，近期平台新推出了交易分享虚拟号，让用户可以实时追踪巴菲特、佩洛西等名人的最新交易动态和持仓变化，从而做出更为精准的投资决策，降低投资风险并寻求收益。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168597772","content_text":"新加坡，2024年11月8日 - 老虎国际平台数据显示，11月6日（美国大选落地）老虎用户交投活跃，整体交易订单量较前一日提升74%，相比10月份月均订单量提升48%；整体盈利订单量占已实现盈亏订单量63%，盈利用户数占已实现盈亏用户数76%；交易标的主要集中在 TSLA、DJT、COIN 等，其中 COIN 和 TSLA 订单量分别较前一日大幅增长 354% 和 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