小而美的UP的个人主页 - 老虎社区

小而美的UP

小而美的UP

成长和周期永恒主题

IP属地：浙江

25关注

8粉丝

0主题

0勋章

2023-04-03

$KC 20230818 5.0 CALL$ 国内微软运营影响有多大

2023-03-31

$KC 20230818 5.0 CALL$

2021-05-12

改正错误就是好同志，不逃避用于认错，不错。

BRIEF-Emergent Biosolutions Says Issued A Statement On Status Of Response To FDA's Observations Related To Company's Baltimore Bayview Facility

2021-04-19

$Emergent Biosolutions(EBS)$9个工厂5个做加工制造，巴尔的摩有两个，是卡姆还是湾景还不清楚，不管是那个占比不大。在退一步看19年产品收入80%，20年cdmo扩张厉害4亿营收，那么产品收入不低于65%。在看下估值极度压缩。庆幸的是之前估值没有炒作太高，那么现在对应风险不是很大。

2021-03-11

我们也只能印要不然外债不用还了是这么个道理吗

美国1.9万亿美元刺激法案通过，是福是祸？

2021-02-19

优秀

Emergent BioSolutions Q4 Adj. EPS $3.67 Beats $3.19 Estimate, Sales $583.00M Beat $563.60M Estimate

2021-02-18

great

Grand Canyon Education Q4 EPS $1.89 Beats $1.79 Estimate, Sales $238.20M Beat $236.27M Estimate

2021-01-06

支付宝的数字竞争优势越来越让人感到不安

抱歉，原内容已删除

2021-01-04

卖水的逻辑

农夫山泉上涨8%，钟睒睒入围世界富豪榜前八

2020-12-28

$东港股份(002117)$你也是区块链啊为何你这么秀

2020-12-16

$滨江服务(03316)$今天杭州1300户的商品房未来海岸开始交房物业费是不是大大的有啊

2020-12-15

嗯好好查查垄断市场是走不通了

暂缓上市一个多月，蚂蚁在做什么？井贤栋公开发声透露

2020-12-14

问题多多

隐瞒三年多的股权激励为双星新材资产埋下隐患

2020-12-11

$泡泡玛特(09992)$85的空单

2020-12-11

$双星新材(002585)$主要是有动力砸盘涨这么多加上明牌哈哈哈

2020-12-11

$泡泡玛特(09992)$做空坚决也就300亿左右到玩意

2020-12-10

$双星新材(002585)$昨天发生了什么大跌眼镜虽然没有仓位

2020-12-08

$滨江服务(03316)$杭州滨江未来海岸马上交付12.16号物业费强势回归

2020-11-27

吹吧继续

抱歉，原内容已删除

2020-11-25

呵呵

乘联会谈中概股造车新势力：高估值也是很好的事情

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"224643188914936","uuid":"224643188914936","gmtCreate":1505451018091,"gmtModify":1611714337148,"name":"小而美的UP","pinyin":"xemdupxiaoermeideup","introduction":"","introductionEn":"","signature":"成长和周期永恒主题","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","hatId":"ca_profile_frame_DWr5S1","hatName":"","vip":1,"status":2,"fanSize":8,"headSize":25,"tweetSize":53,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"80.18%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.66%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":653330534,"gmtCreate":1680534298928,"gmtModify":1680534300067,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/KC 20230818 5.0 CALL\">$KC 20230818 5.0 CALL$&nbsp;</a>国内微软运营影响有多大","listText":"<a href=\"https://laohu8.com/OPT/KC 20230818 5.0 CALL\">$KC 20230818 5.0 CALL$&nbsp;</a>国内微软运营影响有多大","text":"$KC 20230818 5.0 CALL$ 国内微软运营影响有多大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653330534","isVote":1,"tweetType":1,"viewCount":2198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653009500,"gmtCreate":1680275180500,"gmtModify":1680275185249,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/KC 20230818 5.0 CALL\">$KC 20230818 5.0 CALL$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/OPT/KC 20230818 5.0 CALL\">$KC 20230818 5.0 CALL$&nbsp;</a>","text":"$KC 20230818 5.0 CALL$","images":[{"img":"https://static.tigerbbs.com/3b489ff2647b6ec4b02e6458a3eb2ada","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653009500","isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":191077757,"gmtCreate":1620831043379,"gmtModify":1620831043379,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"改正错误就是好同志，不逃避用于认错，不错。","listText":"改正错误就是好同志，不逃避用于认错，不错。","text":"改正错误就是好同志，不逃避用于认错，不错。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191077757","repostId":"2134616391","repostType":2,"repost":{"id":"2134616391","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1620823124,"share":"https://www.laohu8.com/m/news/2134616391?lang=&edition=full","pubTime":"2021-05-12 20:38","market":"us","language":"en","title":"BRIEF-Emergent Biosolutions Says Issued A Statement On Status Of Response To FDA's Observations Related To Company's Baltimore Bayview Facility","url":"https://stock-news.laohu8.com/highlight/detail?id=2134616391","media":"Reuters","summary":"May 12 (Reuters) - Emergent BioSolutions Inc   :   * EMERGENT BIOSOLUTIONS - ISSUED A STATEMENT ON S","content":"<html><body><p>May 12 (Reuters) - Emergent BioSolutions Inc   :</p><p>   * EMERGENT BIOSOLUTIONS - ISSUED A STATEMENT ON STATUS OF RESPONSE TO FDA'S OBSERVATIONS RELATED TO COMPANY'S BALTIMORE BAYVIEW FACILITY</p><p>   * EMERGENT BIOSOLUTIONS - CONTINUE TO HAVE ON-GOING DIALOGUE WITH FDA &amp; JOHNSON &amp; JOHNSON AS WE WORK TO RELEASE DRUG SUBSTANCE, RESUME PRODUCTION</p><p>   * EMERGENT BIOSOLUTIONS - HAVE ALREADY STARTED MAKING IMPROVEMENTS, CO FULLY COMMITTED TO MAKING NECESSARY ENHANCEMENTS TO MEET/EXCEED FDA'S STANDARDS</p><p>Source: [ Further company coverage:   </p><p> ((reuters.briefs@thomsonreuters.com;))</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>BRIEF-Emergent Biosolutions Says Issued A Statement On Status Of Response To FDA's Observations Related To Company's Baltimore Bayview Facility</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\">\nBRIEF-Emergent Biosolutions Says Issued A Statement On Status Of Response To FDA's Observations Related To Company's Baltimore Bayview Facility\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-12 20:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>May 12 (Reuters) - Emergent BioSolutions Inc   :</p><p>   * EMERGENT BIOSOLUTIONS - ISSUED A STATEMENT ON STATUS OF RESPONSE TO FDA'S OBSERVATIONS RELATED TO COMPANY'S BALTIMORE BAYVIEW FACILITY</p><p>   * EMERGENT BIOSOLUTIONS - CONTINUE TO HAVE ON-GOING DIALOGUE WITH FDA &amp; JOHNSON &amp; JOHNSON AS WE WORK TO RELEASE DRUG SUBSTANCE, RESUME PRODUCTION</p><p>   * EMERGENT BIOSOLUTIONS - HAVE ALREADY STARTED MAKING IMPROVEMENTS, CO FULLY COMMITTED TO MAKING NECESSARY ENHANCEMENTS TO MEET/EXCEED FDA'S STANDARDS</p><p>Source: [ Further company coverage:   </p><p> ((reuters.briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","EBS":"Emergent Biosolutions"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134616391","content_text":"May 12 (Reuters) - Emergent BioSolutions Inc   :   * EMERGENT BIOSOLUTIONS - ISSUED A STATEMENT ON STATUS OF RESPONSE TO FDA'S OBSERVATIONS RELATED TO COMPANY'S BALTIMORE BAYVIEW FACILITY   * EMERGENT BIOSOLUTIONS - CONTINUE TO HAVE ON-GOING DIALOGUE WITH FDA & JOHNSON & JOHNSON AS WE WORK TO RELEASE DRUG SUBSTANCE, RESUME PRODUCTION   * EMERGENT BIOSOLUTIONS - HAVE ALREADY STARTED MAKING IMPROVEMENTS, CO FULLY COMMITTED TO MAKING NECESSARY ENHANCEMENTS TO MEET/EXCEED FDA'S STANDARDSSource: [ Further company coverage:    ((reuters.briefs@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":2640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373658839,"gmtCreate":1618844168021,"gmtModify":1618844168021,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EBS\">$Emergent Biosolutions(EBS)$</a>9个工厂5个做加工制造，巴尔的摩有两个，是卡姆还是湾景还不清楚，不管是那个占比不大。在退一步看19年产品收入80%，20年cdmo扩张厉害4亿营收，那么产品收入不低于65%。在看下估值极度压缩。庆幸的是之前估值没有炒作太高，那么现在对应风险不是很大。","listText":"<a href=\"https://laohu8.com/S/EBS\">$Emergent Biosolutions(EBS)$</a>9个工厂5个做加工制造，巴尔的摩有两个，是卡姆还是湾景还不清楚，不管是那个占比不大。在退一步看19年产品收入80%，20年cdmo扩张厉害4亿营收，那么产品收入不低于65%。在看下估值极度压缩。庆幸的是之前估值没有炒作太高，那么现在对应风险不是很大。","text":"$Emergent Biosolutions(EBS)$9个工厂5个做加工制造，巴尔的摩有两个，是卡姆还是湾景还不清楚，不管是那个占比不大。在退一步看19年产品收入80%，20年cdmo扩张厉害4亿营收，那么产品收入不低于65%。在看下估值极度压缩。庆幸的是之前估值没有炒作太高，那么现在对应风险不是很大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/373658839","isVote":1,"tweetType":1,"viewCount":6110,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3455098038875483","authorId":"3455098038875483","name":"海木火","avatar":"https://static.tigerbbs.com/1e035005dd5ff0d405799afed1a41445","crmLevel":3,"crmLevelSwitch":0,"idStr":"3455098038875483","authorIdStr":"3455098038875483"},"content":"对比国内～低的离谱～国外果真太成熟","text":"对比国内～低的离谱～国外果真太成熟","html":"对比国内～低的离谱～国外果真太成熟"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328052779,"gmtCreate":1615475956591,"gmtModify":1703489704441,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"我们也只能印 要不然外债不用还了 是这么个道理吗","listText":"我们也只能印 要不然外债不用还了 是这么个道理吗","text":"我们也只能印 要不然外债不用还了 是这么个道理吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328052779","repostId":"1150912365","repostType":4,"repost":{"id":"1150912365","kind":"news","pubTimestamp":1615473673,"share":"https://www.laohu8.com/m/news/1150912365?lang=&edition=full","pubTime":"2021-03-11 22:41","market":"us","language":"zh","title":"美国1.9万亿美元刺激法案通过，是福是祸？","url":"https://stock-news.laohu8.com/highlight/detail?id=1150912365","media":"腾讯美股","summary":"正方认为，法案通过标志着所谓“美国黎明”时刻的来到，已经准备好迎来繁荣时期的美国经济将获得“涡轮增压”，贫富不均问题将得到重大改善，最终拜登也将因此与终结了大萧条的罗斯福，以及开启20世纪80年代大繁","content":"<p><i>正方认为，法案通过标志着所谓“美国黎明”时刻的来到，已经准备好迎来繁荣时期的美国经济将获得“涡轮增压”，贫富不均问题将得到重大改善，最终拜登也将因此与终结了大萧条的罗斯福，以及开启20世纪80年代大繁荣的里根比肩而立，成为一位美国经济英雄。反方则认为，现在，全球范围内从汽油价格到住宅价格都在大涨，而那些投机性资产价格更是高到让人瞠目结舌，投资者越来越谈通货膨胀而色变，在这种情况下，如果美国政府向已经转暖的经济倾泻更多燃料，火上浇油，就可能导致通货膨胀急剧抬头，酿成大祸。</i></p>\n<p>当地时间周三，美国国会正式批准了向已然处在增长当中的美国经济注入1.9万亿美元资金的法案，堪称是前所未有的举措。这一法案至此只剩下了最后一步程序——送交拜登总统签署，而在此之前，国会去年在疫情期间已经通过了总计近4万亿美元的刺激计划。</p>\n<p>不过，白宫显然并不满足于此，他们还希望能够在今年年内抛出更多万亿级别的刺激，比如对全美基础设施进行全面大升级。</p>\n<p>这样的现实之下，经济学家、预算专家，以及经济政策制定者们当中，已经掀起了一场覆盖全美的大辩论。</p>\n<p>正方认为，法案通过标志着所谓“美国黎明”时刻的来到，已经准备好迎来繁荣时期的美国经济将获得“涡轮增压”，贫富不均问题将得到重大改善，最终拜登也将因此与终结了大萧条的罗斯福，以及开启20世纪80年代大繁荣的里根比肩而立，成为一位美国经济英雄。</p>\n<p>反方则认为，现在，全球范围内从汽油价格到住宅价格都在大涨，而那些投机性资产价格更是高到让人瞠目结舌，投资者越来越谈通货膨胀而色变，在这种情况下，如果美国政府向已经转暖的经济倾泻更多燃料，火上浇油，就可能导致通货膨胀急剧抬头，酿成大祸。</p>\n<p>无论怎样，当拜登按照预定日程于本周五签署新法案，他的早期经济政策日程都将迎来一个标志性的时刻。只不过，这个国家现在正在开始以一种全新的路径来管理经济，而这未必一定就会有一个美妙的结果。</p>\n<p>“如果一切运转良好，拜登就将成为大家心目当中的英雄，而他确实也配得上这样的光荣。”锡拉丘兹大学经济学家、税务政策中心（Tax Policy Center）创始人之一伯曼（Len Burman）分析道，“这是美国历史上第一次在危机当中提供力度足够的刺激，但是风险在于，这力度也可能会被证明是过大了。通货膨胀的威胁是实实在在的。如果最终的结果不如人意，至少我们会得到一些教训，知道这样规模的实验会造成怎样的后果。”</p>\n<p>伴随新冠病毒疫苗加速铺开，各州陆续解除和放宽封锁措施，这份即将贯彻实施的“美国救援计划”（ American Rescue Plan）问世的时候，美国经济其实已经显现出了不少复苏的苗头。</p>\n<p>2月间，美国经济创造出了37.9万就业机会，让观察家们大喜过望，而且预计未来一段时间当中，伴随酒吧和餐厅重新开始营业，美国人逐渐恢复旅行，还将有大量更多的岗位被创造出来。</p>\n<p>现在，企业界都在准备迎接经济在今年晚些时候逐渐回归常态的脚步，首席执行官信心指数冲上了十七年的新高。小企业信心数字虽然保持着相对谨慎的态势，但是上扬的势头也是实实在在的。在整个疫情封锁期间，全球主要经济体的消费者们已经积蓄了近3万亿美元的新增现金，这就意味着一旦生活逐渐恢复正常，从旅行到汽车再到各种新商品，所有领域的需求都将大幅度抬头。</p>\n<p>当然，这样的局面之下，各种通货膨胀走高的迹象也开始在美国多处出现，比如汽油价格正在飞涨，而且预计还将继续涨下去。无论是新车还是二手车，价格都大幅度上涨，原本就已经炙手可热的住宅市场就更不必说。在这样的情况下，政策制定者们不能不开始警惕起来，甚至感到担心。</p>\n<p>当然，最有代表性的当然还是高企的股票价格，以及比特币等投机资产的价格。在利率处于历史性低点，联储和国会还在持续注入现金的情况之下，这些涨势大概率都将延续下去。</p>\n<p>股市本周继续奔腾前进，欣快症的气息越发浓烈。比如游戏驿站这种散户疯狂集中地，还有特斯拉这种散户情绪标志性股票，价格都在大涨。</p>\n<p>在未来一段时间里，成百上千万美国人都将从刺激计划当中获得不菲的现金——联邦失业救济补贴，儿童免税扣除额度提升，更慷慨的医保补贴，以及针对小企业，尤其是有色人种和女性企业主的小企业的定向援救措施等。</p>\n<p>进步主义者对上述所有这一切拍手叫好，认为这是重大的进步，不但会在短期内促进经济增长，更有助于矫正疫情期间越发严重的贫富不均局面。</p>\n<p>许多经济学家还指出，其实还有许多美国人依然需要更多的帮助。目前，全美就业机会数量较之疫情爆发前依然有着大约1100万的差距。虽然官方失业率数字是6.2%，但是如果将那些疫情期间退出劳动力市场的人口——大部分都是女性——纳入计算，则这一数字就将接近10%。</p>\n<p>虽然共和党方面几乎是众口一词地批评这一纾困计划规模过大，颇有浪费的嫌疑，但是多数经济学家们的口径却要柔和得多。</p>\n<p>他们指出，虽然救援计划力度过大的可能性确实是存在的，也完全可能导致价格迅速上涨，并迫使联储提早加息，使科技股票、散户热门股票和虚拟货币等资产价格遭到冲击，但是，如果这些泡沫能够缓缓将空气放出，而不是一起破灭，其实也未必不是一件好事。</p>\n<p>穆迪分析首席经济学家詹迪（Mark Zandi）就认为：“其实我们别无选择，唯有提供这种力度的支持，而且我们过去长达二十年的时间里，通货膨胀一直都低于正常水平。通货膨胀适度抬升并非坏事，现在还远没有到其为其感到担心的地步。至于利率，现在无论如何都是过低的。投资者对于更高的利率和通货膨胀率并非毫无准备。”</p>\n<p>“市场泡沫气息浓厚。”詹迪补充道，“提早释放出一些空气，其实总好过让这些泡沫日益膨胀。”</p>\n<p>詹迪所言，其实就代表了对即将迎来现金大水漫灌的美国经济前景的最乐观预期：市场温和调整，利率略有提高，而失业率将大幅度降低，贫富不均局面将得到重大改善。事实上，这也正是拜登的理想蓝图。</p>\n<p>不过，也有不少经济学家并没有这么乐观，他们担心的是已经非常可观的消费者储蓄，一旦疫情结束，生活和经济正常化，这些资金全部释放出来，就将使得总需求大幅度提升，而总供给根本无法与其匹配。在这种情况下，各种商品和服务价格就将全面飙涨，迫使联储提早加息，而且是连续加息。</p>\n<p>大力度的连续加息，将使得消费者面临的借贷成本急剧窜升，而因为通货膨胀的关系，他们的购买力同时还在迅速缩水。更不必说，高利率环境当中，美国业已膨胀到惊人地步的国债，其偿付成本也将大幅度升高，拜登希望后续推出的基础设施升级刺激计划的命运就将因此被打上巨大的问号，毕竟现在，共和党人就已经表示了强烈抵制的态度。</p>\n<p>“我们的债务规模显然已经达到了不可持续的水平，而且我们也知道，利率终归不可能永远保持这样的低水平。”伯曼分析道，“如果市场最终意识到，美国已经不再是过去那种安全的避风港，利率就可能迅速窜升。这当然还不是迫在眉睫的问题，但是投资者对此必须提前有所准备，归根结底，这风险是实实在在的。”</p>\n<p>其实，早在新刺激法案闯关前，经济学家们就已经预计美国经济2021年将实现强势增长了。现在，大家的普遍看法是，在新法案的进一步刺激下，美国经济今年的增长速度有望达到7%左右，这是一个20世纪80年代以来就从来不曾出现过的数字。</p>\n<p>如此可观的经济增长确实可以帮助许多人摆脱贫困，让工资在不导致通货膨胀抬头的情况下获得增长，并让拜登因此获得经济英雄的地位。然而，另外一种截然相反的结果出现的可能性一样不容忽视——通货膨胀急剧窜升，吞噬消费者的购买力，并迫使联储采取破坏性极大的紧急加息动作。</p>\n<p>“显而易见的是，政策制定者们，尤其是他们当中的左翼，已经彻底忘记了通货膨胀的破坏力能够有多可怕。”瑞穗证券首席美国经济学家雷契特（Steven Ricchiuto）表示，好在至少现在，他还不必对这一点过多担心。</p>","source":"txmg","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>美国1.9万亿美元刺激法案通过，是福是祸？</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美国1.9万亿美元刺激法案通过，是福是祸？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-11 22:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/jmcdhioDCRCM3mU8pjgQcQ><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>正方认为，法案通过标志着所谓“美国黎明”时刻的来到，已经准备好迎来繁荣时期的美国经济将获得“涡轮增压”，贫富不均问题将得到重大改善，最终拜登也将因此与终结了大萧条的罗斯福，以及开启20世纪80年代大繁荣的里根比肩而立，成为一位美国经济英雄。反方则认为，现在，全球范围内从汽油价格到住宅价格都在大涨，而那些投机性资产价格更是高到让人瞠目结舌，投资者越来越谈通货膨胀而色变，在这种情况下，如果美国政府向...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/jmcdhioDCRCM3mU8pjgQcQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/844c8f1c14dd94e2ef7036ff97d43537","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://mp.weixin.qq.com/s/jmcdhioDCRCM3mU8pjgQcQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150912365","content_text":"正方认为，法案通过标志着所谓“美国黎明”时刻的来到，已经准备好迎来繁荣时期的美国经济将获得“涡轮增压”，贫富不均问题将得到重大改善，最终拜登也将因此与终结了大萧条的罗斯福，以及开启20世纪80年代大繁荣的里根比肩而立，成为一位美国经济英雄。反方则认为，现在，全球范围内从汽油价格到住宅价格都在大涨，而那些投机性资产价格更是高到让人瞠目结舌，投资者越来越谈通货膨胀而色变，在这种情况下，如果美国政府向已经转暖的经济倾泻更多燃料，火上浇油，就可能导致通货膨胀急剧抬头，酿成大祸。\n当地时间周三，美国国会正式批准了向已然处在增长当中的美国经济注入1.9万亿美元资金的法案，堪称是前所未有的举措。这一法案至此只剩下了最后一步程序——送交拜登总统签署，而在此之前，国会去年在疫情期间已经通过了总计近4万亿美元的刺激计划。\n不过，白宫显然并不满足于此，他们还希望能够在今年年内抛出更多万亿级别的刺激，比如对全美基础设施进行全面大升级。\n这样的现实之下，经济学家、预算专家，以及经济政策制定者们当中，已经掀起了一场覆盖全美的大辩论。\n正方认为，法案通过标志着所谓“美国黎明”时刻的来到，已经准备好迎来繁荣时期的美国经济将获得“涡轮增压”，贫富不均问题将得到重大改善，最终拜登也将因此与终结了大萧条的罗斯福，以及开启20世纪80年代大繁荣的里根比肩而立，成为一位美国经济英雄。\n反方则认为，现在，全球范围内从汽油价格到住宅价格都在大涨，而那些投机性资产价格更是高到让人瞠目结舌，投资者越来越谈通货膨胀而色变，在这种情况下，如果美国政府向已经转暖的经济倾泻更多燃料，火上浇油，就可能导致通货膨胀急剧抬头，酿成大祸。\n无论怎样，当拜登按照预定日程于本周五签署新法案，他的早期经济政策日程都将迎来一个标志性的时刻。只不过，这个国家现在正在开始以一种全新的路径来管理经济，而这未必一定就会有一个美妙的结果。\n“如果一切运转良好，拜登就将成为大家心目当中的英雄，而他确实也配得上这样的光荣。”锡拉丘兹大学经济学家、税务政策中心（Tax Policy Center）创始人之一伯曼（Len Burman）分析道，“这是美国历史上第一次在危机当中提供力度足够的刺激，但是风险在于，这力度也可能会被证明是过大了。通货膨胀的威胁是实实在在的。如果最终的结果不如人意，至少我们会得到一些教训，知道这样规模的实验会造成怎样的后果。”\n伴随新冠病毒疫苗加速铺开，各州陆续解除和放宽封锁措施，这份即将贯彻实施的“美国救援计划”（ American Rescue Plan）问世的时候，美国经济其实已经显现出了不少复苏的苗头。\n2月间，美国经济创造出了37.9万就业机会，让观察家们大喜过望，而且预计未来一段时间当中，伴随酒吧和餐厅重新开始营业，美国人逐渐恢复旅行，还将有大量更多的岗位被创造出来。\n现在，企业界都在准备迎接经济在今年晚些时候逐渐回归常态的脚步，首席执行官信心指数冲上了十七年的新高。小企业信心数字虽然保持着相对谨慎的态势，但是上扬的势头也是实实在在的。在整个疫情封锁期间，全球主要经济体的消费者们已经积蓄了近3万亿美元的新增现金，这就意味着一旦生活逐渐恢复正常，从旅行到汽车再到各种新商品，所有领域的需求都将大幅度抬头。\n当然，这样的局面之下，各种通货膨胀走高的迹象也开始在美国多处出现，比如汽油价格正在飞涨，而且预计还将继续涨下去。无论是新车还是二手车，价格都大幅度上涨，原本就已经炙手可热的住宅市场就更不必说。在这样的情况下，政策制定者们不能不开始警惕起来，甚至感到担心。\n当然，最有代表性的当然还是高企的股票价格，以及比特币等投机资产的价格。在利率处于历史性低点，联储和国会还在持续注入现金的情况之下，这些涨势大概率都将延续下去。\n股市本周继续奔腾前进，欣快症的气息越发浓烈。比如游戏驿站这种散户疯狂集中地，还有特斯拉这种散户情绪标志性股票，价格都在大涨。\n在未来一段时间里，成百上千万美国人都将从刺激计划当中获得不菲的现金——联邦失业救济补贴，儿童免税扣除额度提升，更慷慨的医保补贴，以及针对小企业，尤其是有色人种和女性企业主的小企业的定向援救措施等。\n进步主义者对上述所有这一切拍手叫好，认为这是重大的进步，不但会在短期内促进经济增长，更有助于矫正疫情期间越发严重的贫富不均局面。\n许多经济学家还指出，其实还有许多美国人依然需要更多的帮助。目前，全美就业机会数量较之疫情爆发前依然有着大约1100万的差距。虽然官方失业率数字是6.2%，但是如果将那些疫情期间退出劳动力市场的人口——大部分都是女性——纳入计算，则这一数字就将接近10%。\n虽然共和党方面几乎是众口一词地批评这一纾困计划规模过大，颇有浪费的嫌疑，但是多数经济学家们的口径却要柔和得多。\n他们指出，虽然救援计划力度过大的可能性确实是存在的，也完全可能导致价格迅速上涨，并迫使联储提早加息，使科技股票、散户热门股票和虚拟货币等资产价格遭到冲击，但是，如果这些泡沫能够缓缓将空气放出，而不是一起破灭，其实也未必不是一件好事。\n穆迪分析首席经济学家詹迪（Mark Zandi）就认为：“其实我们别无选择，唯有提供这种力度的支持，而且我们过去长达二十年的时间里，通货膨胀一直都低于正常水平。通货膨胀适度抬升并非坏事，现在还远没有到其为其感到担心的地步。至于利率，现在无论如何都是过低的。投资者对于更高的利率和通货膨胀率并非毫无准备。”\n“市场泡沫气息浓厚。”詹迪补充道，“提早释放出一些空气，其实总好过让这些泡沫日益膨胀。”\n詹迪所言，其实就代表了对即将迎来现金大水漫灌的美国经济前景的最乐观预期：市场温和调整，利率略有提高，而失业率将大幅度降低，贫富不均局面将得到重大改善。事实上，这也正是拜登的理想蓝图。\n不过，也有不少经济学家并没有这么乐观，他们担心的是已经非常可观的消费者储蓄，一旦疫情结束，生活和经济正常化，这些资金全部释放出来，就将使得总需求大幅度提升，而总供给根本无法与其匹配。在这种情况下，各种商品和服务价格就将全面飙涨，迫使联储提早加息，而且是连续加息。\n大力度的连续加息，将使得消费者面临的借贷成本急剧窜升，而因为通货膨胀的关系，他们的购买力同时还在迅速缩水。更不必说，高利率环境当中，美国业已膨胀到惊人地步的国债，其偿付成本也将大幅度升高，拜登希望后续推出的基础设施升级刺激计划的命运就将因此被打上巨大的问号，毕竟现在，共和党人就已经表示了强烈抵制的态度。\n“我们的债务规模显然已经达到了不可持续的水平，而且我们也知道，利率终归不可能永远保持这样的低水平。”伯曼分析道，“如果市场最终意识到，美国已经不再是过去那种安全的避风港，利率就可能迅速窜升。这当然还不是迫在眉睫的问题，但是投资者对此必须提前有所准备，归根结底，这风险是实实在在的。”\n其实，早在新刺激法案闯关前，经济学家们就已经预计美国经济2021年将实现强势增长了。现在，大家的普遍看法是，在新法案的进一步刺激下，美国经济今年的增长速度有望达到7%左右，这是一个20世纪80年代以来就从来不曾出现过的数字。\n如此可观的经济增长确实可以帮助许多人摆脱贫困，让工资在不导致通货膨胀抬头的情况下获得增长，并让拜登因此获得经济英雄的地位。然而，另外一种截然相反的结果出现的可能性一样不容忽视——通货膨胀急剧窜升，吞噬消费者的购买力，并迫使联储采取破坏性极大的紧急加息动作。\n“显而易见的是，政策制定者们，尤其是他们当中的左翼，已经彻底忘记了通货膨胀的破坏力能够有多可怕。”瑞穗证券首席美国经济学家雷契特（Steven Ricchiuto）表示，好在至少现在，他还不必对这一点过多担心。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384719982,"gmtCreate":1613688475546,"gmtModify":1613688475546,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"优秀","listText":"优秀","text":"优秀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384719982","repostId":"2112946118","repostType":2,"repost":{"id":"2112946118","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1613687357,"share":"https://www.laohu8.com/m/news/2112946118?lang=&edition=full","pubTime":"2021-02-19 06:29","market":"hk","language":"en","title":"Emergent BioSolutions Q4 Adj. EPS $3.67 Beats $3.19 Estimate, Sales $583.00M Beat $563.60M Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2112946118","media":"Benzinga","summary":"Emergent BioSolutions (NYSE:EBS) reported quarterly earnings of $3.67 per share which beat the analyst consensus estimate of $3.19 by 15.05 percent. This is a 133.76 percent increase over earnings of $1.57 per share from","content":"<html><body><p>Emergent BioSolutions (NYSE:EBS) reported quarterly earnings of $3.67 per share which beat the analyst consensus estimate of $3.19 by 15.05 percent. This is a 133.76 percent increase over earnings of $1.57 per share from the same period last year.  The company reported quarterly sales of $583.00 million which beat the analyst consensus estimate of $563.60 million by 3.44 percent.  This is a 61.76 percent increase over sales of $360.40 million the same period last year.</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>Emergent BioSolutions Q4 Adj. EPS $3.67 Beats $3.19 Estimate, Sales $583.00M Beat $563.60M Estimate</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\">\nEmergent BioSolutions Q4 Adj. EPS $3.67 Beats $3.19 Estimate, Sales $583.00M Beat $563.60M Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-02-19 06:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Emergent BioSolutions (NYSE:EBS) reported quarterly earnings of $3.67 per share which beat the analyst consensus estimate of $3.19 by 15.05 percent. This is a 133.76 percent increase over earnings of $1.57 per share from the same period last year.  The company reported quarterly sales of $583.00 million which beat the analyst consensus estimate of $563.60 million by 3.44 percent.  This is a 61.76 percent increase over sales of $360.40 million the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/node/19737583","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2112946118","content_text":"Emergent BioSolutions (NYSE:EBS) reported quarterly earnings of $3.67 per share which beat the analyst consensus estimate of $3.19 by 15.05 percent. This is a 133.76 percent increase over earnings of $1.57 per share from the same period last year.  The company reported quarterly sales of $583.00 million which beat the analyst consensus estimate of $563.60 million by 3.44 percent.  This is a 61.76 percent increase over sales of $360.40 million the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384945107,"gmtCreate":1613610247309,"gmtModify":1613610247309,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384945107","repostId":"2112591668","repostType":2,"repost":{"id":"2112591668","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1613600041,"share":"https://www.laohu8.com/m/news/2112591668?lang=&edition=full","pubTime":"2021-02-18 06:14","market":"us","language":"en","title":"Grand Canyon Education Q4 EPS $1.89 Beats $1.79 Estimate, Sales $238.20M Beat $236.27M Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2112591668","media":"Benzinga","summary":"Grand Canyon Education (NASDAQ:LOPE) reported quarterly earnings of $1.89 per share which beat the analyst consensus estimate of $1.79 by 5.59 percent. This is a 15.95 percent increase over earnings of $1.63 per share","content":"<html><body><p>Grand Canyon Education (NASDAQ:LOPE) reported quarterly earnings of $1.89 per share which beat the analyst consensus estimate of $1.79 by 5.59 percent. This is a 15.95 percent increase over earnings of $1.63 per share from the same period last year.  The company reported quarterly sales of $238.20 million which beat the analyst consensus estimate of $236.27 million by 0.82 percent.  This is a 11.70 percent increase over sales of $213.25 million the same period last year.</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>Grand Canyon Education Q4 EPS $1.89 Beats $1.79 Estimate, Sales $238.20M Beat $236.27M Estimate</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\">\nGrand Canyon Education Q4 EPS $1.89 Beats $1.79 Estimate, Sales $238.20M Beat $236.27M Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-02-18 06:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Grand Canyon Education (NASDAQ:LOPE) reported quarterly earnings of $1.89 per share which beat the analyst consensus estimate of $1.79 by 5.59 percent. This is a 15.95 percent increase over earnings of $1.63 per share from the same period last year.  The company reported quarterly sales of $238.20 million which beat the analyst consensus estimate of $236.27 million by 0.82 percent.  This is a 11.70 percent increase over sales of $213.25 million the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LOPE":"大峡谷教育"},"source_url":"https://www.benzinga.com/node/19713798","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2112591668","content_text":"Grand Canyon Education (NASDAQ:LOPE) reported quarterly earnings of $1.89 per share which beat the analyst consensus estimate of $1.79 by 5.59 percent. This is a 15.95 percent increase over earnings of $1.63 per share from the same period last year.  The company reported quarterly sales of $238.20 million which beat the analyst consensus estimate of $236.27 million by 0.82 percent.  This is a 11.70 percent increase over sales of $213.25 million the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":338613436,"gmtCreate":1609896129225,"gmtModify":1703741139510,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"支付宝的数字竞争优势越来越让人感到不安","listText":"支付宝的数字竞争优势越来越让人感到不安","text":"支付宝的数字竞争优势越来越让人感到不安","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338613436","repostId":"1170780382","repostType":4,"isVote":1,"tweetType":1,"viewCount":3259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331573481,"gmtCreate":1609738036643,"gmtModify":1703740113799,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"卖水的逻辑","listText":"卖水的逻辑","text":"卖水的逻辑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331573481","repostId":"1139088375","repostType":4,"repost":{"id":"1139088375","kind":"news","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":1609737798,"share":"https://www.laohu8.com/m/news/1139088375?lang=&edition=full","pubTime":"2021-01-04 13:23","market":"hk","language":"zh","title":"农夫山泉上涨8%，钟睒睒入围世界富豪榜前八","url":"https://stock-news.laohu8.com/highlight/detail?id=1139088375","media":"老虎资讯综合","summary":"1月4日讯，港股农夫山泉股价大涨8%，再创上市以来新高，总市值超6600亿港元。福布斯实时富豪榜显示，农夫山泉创始人钟睒睒以840亿美元身家跻身全球富豪榜第八位，超越谷歌创始人拉里·佩奇，排名第七位的","content":"<p>1月4日讯，港股<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>股价大涨8%，再创上市以来新高，总市值超6600亿港元。福布斯实时富豪榜显示，农夫山泉创始人钟睒睒以840亿美元身家跻身全球富豪榜第八位，超越<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>创始人拉里·佩奇，排名第七位的是沃伦·巴菲特。</p>\n<p><img src=\"https://static.tigerbbs.com/8a78f84cb64d80e04dd709567269f459\" tg-width=\"412\" tg-height=\"666\"></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>农夫山泉上涨8%，钟睒睒入围世界富豪榜前八</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农夫山泉上涨8%，钟睒睒入围世界富豪榜前八\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\">2021-01-04 13:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月4日讯，港股<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>股价大涨8%，再创上市以来新高，总市值超6600亿港元。福布斯实时富豪榜显示，农夫山泉创始人钟睒睒以840亿美元身家跻身全球富豪榜第八位，超越<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>创始人拉里·佩奇，排名第七位的是沃伦·巴菲特。</p>\n<p><img src=\"https://static.tigerbbs.com/8a78f84cb64d80e04dd709567269f459\" tg-width=\"412\" tg-height=\"666\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9c73365999f228bdf66df7f52d79a4b4","relate_stocks":{"09633":"农夫山泉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139088375","content_text":"1月4日讯，港股农夫山泉股价大涨8%，再创上市以来新高，总市值超6600亿港元。福布斯实时富豪榜显示，农夫山泉创始人钟睒睒以840亿美元身家跻身全球富豪榜第八位，超越谷歌创始人拉里·佩奇，排名第七位的是沃伦·巴菲特。","news_type":1},"isVote":1,"tweetType":1,"viewCount":4089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339725639,"gmtCreate":1609120735921,"gmtModify":1703737668013,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/002117\">$东港股份(002117)$</a>你也是区块链啊 为何你这么秀","listText":"<a href=\"https://laohu8.com/S/002117\">$东港股份(002117)$</a>你也是区块链啊 为何你这么秀","text":"$东港股份(002117)$你也是区块链啊 为何你这么秀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339725639","isVote":1,"tweetType":1,"viewCount":4338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394429156,"gmtCreate":1608093400375,"gmtModify":1703851085382,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03316\">$滨江服务(03316)$</a>今天杭州1300户的商品房未来海岸开始交房 物业费是不是大大的有啊","listText":"<a href=\"https://laohu8.com/S/03316\">$滨江服务(03316)$</a>今天杭州1300户的商品房未来海岸开始交房 物业费是不是大大的有啊","text":"$滨江服务(03316)$今天杭州1300户的商品房未来海岸开始交房 物业费是不是大大的有啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394429156","isVote":1,"tweetType":1,"viewCount":3097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394696970,"gmtCreate":1608014599390,"gmtModify":1703850605940,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"嗯好好查查 垄断市场是走不通了","listText":"嗯好好查查 垄断市场是走不通了","text":"嗯好好查查 垄断市场是走不通了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394696970","repostId":"1108605846","repostType":4,"repost":{"id":"1108605846","kind":"news","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":1608006827,"share":"https://www.laohu8.com/m/news/1108605846?lang=&edition=full","pubTime":"2020-12-15 12:33","market":"us","language":"zh","title":"暂缓上市一个多月，蚂蚁在做什么？井贤栋公开发声透露","url":"https://stock-news.laohu8.com/highlight/detail?id=1108605846","media":"老虎资讯综合","summary":"12月15日讯，井贤栋称，过去一个多月，蚂蚁在监管指导下全力做好暂缓上市的善后工作。他透露，蚂蚁全体正在认真学习“十四五”规划建议和中央一系列关于金融安全和金融稳定发展的政策精神，对照监管部门的新要求","content":"<p>12月15日讯，井贤栋称，过去一个多月，蚂蚁在监管指导下全力做好暂缓上市的善后工作。他透露，蚂蚁全体正在认真学习“十四五”规划建议和中央一系列关于金融安全和金融稳定发展的政策精神，对照监管部门的新要求，认真进行全面的自审，并积极配合监管，进一步落实监管要求。</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>暂缓上市一个多月，蚂蚁在做什么？井贤栋公开发声透露</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暂缓上市一个多月，蚂蚁在做什么？井贤栋公开发声透露\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\">2020-12-15 12:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月15日讯，井贤栋称，过去一个多月，蚂蚁在监管指导下全力做好暂缓上市的善后工作。他透露，蚂蚁全体正在认真学习“十四五”规划建议和中央一系列关于金融安全和金融稳定发展的政策精神，对照监管部门的新要求，认真进行全面的自审，并积极配合监管，进一步落实监管要求。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1684aaaa06891b8d2dd04a9941acb502","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108605846","content_text":"12月15日讯，井贤栋称，过去一个多月，蚂蚁在监管指导下全力做好暂缓上市的善后工作。他透露，蚂蚁全体正在认真学习“十四五”规划建议和中央一系列关于金融安全和金融稳定发展的政策精神，对照监管部门的新要求，认真进行全面的自审，并积极配合监管，进一步落实监管要求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394375447,"gmtCreate":1607956351089,"gmtModify":1703850297446,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"问题多多","listText":"问题多多","text":"问题多多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394375447","repostId":"2090883699","repostType":2,"repost":{"id":"2090883699","kind":"news","pubTimestamp":1607525760,"share":"https://www.laohu8.com/m/news/2090883699?lang=&edition=full","pubTime":"2020-12-09 22:56","market":"hk","language":"zh","title":"隐瞒三年多的股权激励 为双星新材资产埋下隐患","url":"https://stock-news.laohu8.com/highlight/detail?id=2090883699","media":"一财网","summary":"　　应收账款第一大客户注册资本金只有100万；第二大客户被列为老赖，双星新材的资产还安全吗？　　然而，第一财经记者梳理资料发现，前几年双星新材为了突破业绩瓶颈，不惜违规操作，急功近利的做法为双星新材的业绩和资产注了水，埋下了资产爆雷的隐患。　　顺着苏州幸福的线索往前查，记者发现，双星新材三年多前存在违反公司章程，对一个外围的太阳能背板项目销售团队承诺股权激励，并隐瞒资产隐患和诉讼风险。","content":"<html><body><div>\n<p>　　原标题：隐瞒三年多的股权激励，为<span><a href=\"https://laohu8.com/S/002585\">双星新材</a></span><span></span>资产埋下隐患</p>\n<p cms-style=\"font-L subpect-abstract\">　　应收账款第一大客户注册资本金只有100万；第二大客户被列为老赖，双星新材的资产还安全吗？</p>\n<p cms-style=\"font-L\">　　双星新材（002585.SZ）自2019年从聚酯薄膜向光学膜等功能性膜材料转型以来，毛利率飙升，业绩向好，股价也从今年2月4日的3.75元开始逐级走高，8月24日盘中最高上攻至11.17元，刷新五年来高点，不到七个月时间里累计涨幅接近两倍。2020年前三季度实现净利润4.5亿元，同比增长238%。</p>\n<p cms-style=\"font-L\">　　然而，第一财经记者梳理资料发现，前几年双星新材为了突破业绩瓶颈，不惜违规操作，急功近利的做法为双星新材的业绩和资产注了水，埋下了资产爆雷的隐患。</p>\n<p cms-style=\"font-L\">　　一家叫做苏州幸福新能源科技有限公司（下称“苏州幸福”）的公司，欠双星新材货款1.3亿元，在账面上挂了两年。2020年开始，苏州幸福前后三次被最高法院列为失信被执行人。</p>\n<p cms-style=\"font-L\">　　顺着苏州幸福的线索往前查，记者发现，双星新材三年多前存在违反公司章程，对一个外围的<span><a href=\"https://laohu8.com/S/000591\">太阳能</a></span><span></span>背板项目销售团队承诺股权激励，并隐瞒资产隐患和诉讼风险。</p>\n<p cms-style=\"font-L\">　　双星新材与该团队的合作，还存在角色不清情况——该团队名义为双星新材员工，但实质却是苏州幸福的法定代表人和财务总监，该团队不仅以双星新材的名义对外替双星新材招揽业务，还以苏州幸福名义与双星新材签订加工协议，双星新材提前向苏州幸福支付加工费，存在利益输送风险。</p>\n<p cms-style=\"font-L\">　　欠款近两年，未见双星新材去打官司向苏州幸福要钱。最近，双星新材却反被苏州幸福告上了法庭。</p>\n<p cms-style=\"strong-Bold font-L\">　　<font cms-style=\"font-L strong-Bold\">引狼入室还是另有隐情？</font></p>\n<p cms-style=\"font-L\">　　2016年前后，聚酯薄膜全行业亏损，上市公司中达股份、<span><a href=\"https://laohu8.com/S/002263\">大东南</a></span><span></span>等相关业务均明显亏损，已经转型发展其他业务，2014年聚酯薄膜行业龙头<span><a href=\"https://laohu8.com/S/600697\">欧亚集团</a></span><span></span>倒闭破产。</p>\n<p cms-style=\"font-L\">　　在行业不景气的背景下，2017年，双星新材居然还做出了一份对象为管理层的股权激励计划，这份计划要求2018年至2020年，公司净利润年复合增长率达到30%。</p>\n<p cms-style=\"font-L\">　　不知是否出于业绩增长压力过大的原因，双星新材找到了苏州幸福的股东和法定代表人仲春及财务总监李宝山，希望仲某团队能够帮助双星新材打开太阳能背板项目的销路，并签订了《合作协议》，但该《合作协议》公司并未公告。</p>\n<p cms-style=\"font-L\">　　仲某团队与双星新材的合作不到一年，双方就撕破了脸皮。双星新材将仲某团队告到了江苏省宿迁市中院，要求确认仲某团队与双星新材存在劳动雇佣关系。</p>\n<p cms-style=\"font-L\">　　法院一审和二审判决，均认为仲某团队与双星新材不存在劳动雇佣关系，仲春和李宝山不是双星新材员工。</p>\n<p cms-style=\"font-L\">　　关键是，这份判决书，透露了双星新材与仲某团队的合作细节。</p>\n<p cms-style=\"font-L\">　　判决书中内容显示，双星新材给到仲某团队的目标是，2017至2019年，要为双星新材完成1.4亿元的净利润。这一目标，占到了2017至2019年双星新材这三年合计归母净利润的四分之一。显然，双星新材对仲某团队寄予厚望，委以重任。</p>\n<p cms-style=\"font-L\">　　判决书称，《合作协议》约定，双星新材吸纳仲某团队（2人）加入双星公司太阳能背板项目，仲某团队承诺业绩目标，时间段为2017年-2019年，承诺业绩净利润为14000万元人民币；双星公司对仲某团队奖惩措施，公司以股权激励形式给予仲某团队700万股双星公司股票作为奖惩考核兑现，锁定期三年。</p>\n<p cms-style=\"font-L\">　　如此重量级的销售任务交给了一个外部团队，双星新材却未公告与仲某团队合作这一影响公司业绩预期的重大事项，也没有公告这700万股权激励的相关事项。</p>\n<p cms-style=\"font-L\">　　2017年，双星新材出台过一项股权激励计划，但遍查公司的股权激励公告，激励名单中并没有仲春和李宝山的名字。</p>\n<p cms-style=\"strong-Bold font-L\">　　<font cms-style=\"font-L strong-Bold\">角色混同</font></p>\n<p cms-style=\"font-L\">　　双星新材的打算是，苏州幸福有价值的是团队和人，苏州幸福这个壳已然没有价值，导入苏州幸福的团队和客户，才是当务之急。</p>\n<p cms-style=\"font-L\">　　本来合作双方只是仲某团队和双星新材，但最终，合作协议还是将苏州幸福拉进来了。</p>\n<p cms-style=\"font-L\">　　根据判决书，合作过程中，仲某团队需将原属苏州幸福的客户切换至双星公司，促成原属幸福公司的客户与双星公司建立合作关系。</p>\n<p cms-style=\"font-L\">　　苏州幸福和双星新材此后还共同向客户致函，内容为“苏州幸福与双星新材进行业务合作，原由苏州幸福销售的背板，将由双星新材销售并办理开票业务，服务团队等不变……”</p>\n<p cms-style=\"font-L\">　　为维持苏州幸福的存续，协议约定，双星新材还需要以提前支付加工费形式给予苏州幸福必要的资金支持。</p>\n<p cms-style=\"font-L\">　　仲春和李宝山不承认他俩是双星新材的员工。仲春和李宝山主张，签署的《合作协议》和《补充协议》，实质仍为公司（苏州幸福）与公司（双星新材）之间的合作。</p>\n<p cms-style=\"font-L\">　　如判决书所述，仲某团队和苏州幸福在与双星新材合作的主体上存在交叉、混同。</p>\n<p cms-style=\"font-L\">　　合作主体不清、合作方主体的责、权、利的关系不明，为双星新材的资产埋下重大隐患。</p>\n<p cms-style=\"font-L\">　　双方合作至2017年11月时（一年多），即不欢而散。2017年年报开始，苏州幸福为双星新材实现销售金额1.62亿元，却欠了双星新材1.15亿的债。至2018年年报，该欠款金额增至1.36亿元，此后账面余额就未变动过。这表明，双星新材对苏州幸福主要应收款的账龄，接近3年时间。</p>\n<p cms-style=\"font-L\">　　据天眼查数据，苏州幸福成立于2011年1月，2020年3月、4月和6月，分别3次被最高人民法院公示为失信公司。2019年11月至2020年11月，公司四次列为限制高消费企业。但从公司专利数据来看，苏州幸福拥有多项关于太阳能背板技术的专利。这可能是苏州幸福虽然负债累累，却仍有被收购价值的因素之一。</p>\n<p cms-style=\"font-L\">　　苏州幸福出现债务危机前后，多次变更股东、法定代表人、名称和住所。据天眼查数据2019年2月，苏州幸福的法定代表人由仲春变更为瞿连芬，2020年5月，又由瞿连芬变更为陈惠明。2020年1月，苏州幸福的名称变更为汕头市幸星新能源科技有限公司（下称“汕头幸星”）。2020年5月，仲春也从股东名单中消失。</p>\n<p cms-style=\"font-L\">　　最近，汕头幸星将双星新材告到了江苏宿迁市宿豫区法院。案由为：委托合同纠纷。具体情形不详。法院将于12月14日开庭审理该案。</p>\n<p cms-style=\"font-L\">　　双星新材未起诉汕头幸星，反被汕头幸星先起诉，是何缘由，截至发稿时，双星新材未就此诉讼做出说明。</p>\n<p cms-style=\"strong-Bold font-L\">　　<font cms-style=\"font-L strong-Bold\">违法违规</font></p>\n<p cms-style=\"font-L\">　　《上市公司股权激励管理办法（试行）》第八条规定，股权激励的对象包括上市公司的董事、监事、高级管理人员、核心业务和技术人员，以及公司认为应当激励的其他员工，且上市公司进行股权激励必须履行信息披露义务。</p>\n<p cms-style=\"font-L\">　　也就是说，激励对象首先应该是公司员工。上述办法还规定，股权激励计划经董事会审议通过后，上市公司监事会应当对激励对象名单予以核实，并将核实情况在股东大会上予以说明。</p>\n<p cms-style=\"font-L\">　　记者查看双星新材最新《公司章程》，其间明确规定，根据公司章程，股权激励计划，需通过股东大会特别决议通过。而双星新材对仲某团队700万股权激励，并没有提交股东大会审议，也没有公告。</p>\n<p cms-style=\"font-L\">　　事实上，仲某团队在审判过程中提出，700万股权激励计划从未实施，其合法性本身也存在问题。</p>\n<p cms-style=\"font-L\">　　长期关注上市公司股权激励的正谋咨询资深研究员罗霄翔对第一财经记者分析称，这笔股权激励的合法性，可能正是仲某团队顾虑的焦点。“上市公司并没有履行股权激励方案的合法程序，且没有对外公告，对于仲某团队来说，即使完成销售任务，这笔股权激励，能否拿到仍有很大不确定；另外上市公司拒绝收购幸福公司，仲某团队无法资产证券化，因此，双方合作动力不足。“</p>\n<p cms-style=\"font-L\">　　另外，双星新材与仲某团队，并非经销商赚差价的模式。一位证券业律师分析称，仲某团队的付出与收获不对等——1.4亿净利润只有700万股权激励，而苏州幸福又有机会介入并提前获得上市公司的资金支持，“眼看销售任务完不成，股权激励拿不到，苏州幸福不还钱就成了利益驱动下的首选。”</p>\n<p cms-style=\"font-L\">　　上述证券业律师对记者分析称，苏州幸福既是双星新材的客户，苏州幸福的实控人又与双星新材利益绑定，双星新材还必须向苏州幸福提前付款，这种安排容易出现公司治理的漏洞，存在利益输送的可能。</p>\n<p cms-style=\"strong-Bold font-L\">　　<font cms-style=\"font-L strong-Bold\">业绩可信度成疑</font></p>\n<p cms-style=\"font-L\">　　有投资者担心，除了账面上归于苏州幸福的1.3亿资产可能拿不回来，仲某团队在2016年度至2017年度，因苏州幸福信用已崩，仲某团队与双星新材对簿公堂，仲某团队为双星新材导入的其他客户，其应收账款回收也成了问题。</p>\n<p cms-style=\"font-L\">　　在公司“互动易”投资者与上市公司互动平台上，更有许多投资者担心双星新材的第一大客户——深圳市海天塑材有限公司（下称“深圳海天”）应收账款的回收风险。</p>\n<div><img src=\"http://n.sinaimg.cn/sinakd2020129s/533/w1806h327/20201209/dc7b-keyancx5597903.jpg\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/sinakd2020129s/661/w1806h455/20201209/7d92-keyancx5597904.jpg\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/sinakd2020129s/661/w1806h455/20201209/7d92-keyancx5597904.jpg\"/><span></span></div>\n<p cms-style=\"font-L\">　　综合双星新材债券评级报告和定期报告财务数据来看，至少自2015年起，深圳海天即是双星新材第一大客户。至2019年报，深圳海天在双星新材的账面，有应收账款3.2亿元。</p>\n<p cms-style=\"font-L\">　　2020年9月，雪球上，有投资者问，双星新材会爆雷吗？——公司应收账款最大客户深圳市海天塑材，注册资金100万元，实缴资金无。社保人数25人。应收账款余额与年度销售额相当，也就是说收款账期差不多一年。对这样的经销商给了近一年的收款账期符合常识吗？</p>\n<p cms-style=\"font-L\">　　另有投资者在互动易抛出问题——公司向深圳海天销售3.35亿元，应收账款却高达3.2亿元（2019年年末数），推算账期为12个月，这样长的账期是否风险巨大？如果是非常熟悉的客户，12个月的账期是否涉嫌利益输送？</p>\n<p cms-style=\"font-L\">　　记者发现，自多名投资者在公开平台向针对深圳海天100万的注册资金发问后，2020年11月3日，深圳海天的注册资本变更为800万元。自然人许统史和许美庚分别持有70%和30%的股权。</p>\n<p cms-style=\"font-L\">　　张丽华</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑：杨亚龙 </p>\n</div></body></html>","source":"sina","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>隐瞒三年多的股权激励 为双星新材资产埋下隐患</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隐瞒三年多的股权激励 为双星新材资产埋下隐患\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-09 22:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2020-12-09/doc-iiznctke5682440.shtml><strong>一财网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：隐瞒三年多的股权激励，为双星新材资产埋下隐患\n　　应收账款第一大客户注册资本金只有100万；第二大客户被列为老赖，双星新材的资产还安全吗？\n　　双星新材（002585.SZ）自2019年从聚酯薄膜向光学膜等功能性膜材料转型以来，毛利率飙升，业绩向好，股价也从今年2月4日的3.75元开始逐级走高，8月24日盘中最高上攻至11.17元，刷新五年来高点，不到七个月时间里累计涨幅接近两倍。2020...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2020-12-09/doc-iiznctke5682440.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e0ab8365ea89ee143187cbf51d23ba8f","relate_stocks":{"002585":"双星新材"},"source_url":"https://finance.sina.com.cn/roll/2020-12-09/doc-iiznctke5682440.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2090883699","content_text":"原标题：隐瞒三年多的股权激励，为双星新材资产埋下隐患\n　　应收账款第一大客户注册资本金只有100万；第二大客户被列为老赖，双星新材的资产还安全吗？\n　　双星新材（002585.SZ）自2019年从聚酯薄膜向光学膜等功能性膜材料转型以来，毛利率飙升，业绩向好，股价也从今年2月4日的3.75元开始逐级走高，8月24日盘中最高上攻至11.17元，刷新五年来高点，不到七个月时间里累计涨幅接近两倍。2020年前三季度实现净利润4.5亿元，同比增长238%。\n　　然而，第一财经记者梳理资料发现，前几年双星新材为了突破业绩瓶颈，不惜违规操作，急功近利的做法为双星新材的业绩和资产注了水，埋下了资产爆雷的隐患。\n　　一家叫做苏州幸福新能源科技有限公司（下称“苏州幸福”）的公司，欠双星新材货款1.3亿元，在账面上挂了两年。2020年开始，苏州幸福前后三次被最高法院列为失信被执行人。\n　　顺着苏州幸福的线索往前查，记者发现，双星新材三年多前存在违反公司章程，对一个外围的太阳能背板项目销售团队承诺股权激励，并隐瞒资产隐患和诉讼风险。\n　　双星新材与该团队的合作，还存在角色不清情况——该团队名义为双星新材员工，但实质却是苏州幸福的法定代表人和财务总监，该团队不仅以双星新材的名义对外替双星新材招揽业务，还以苏州幸福名义与双星新材签订加工协议，双星新材提前向苏州幸福支付加工费，存在利益输送风险。\n　　欠款近两年，未见双星新材去打官司向苏州幸福要钱。最近，双星新材却反被苏州幸福告上了法庭。\n　　引狼入室还是另有隐情？\n　　2016年前后，聚酯薄膜全行业亏损，上市公司中达股份、大东南等相关业务均明显亏损，已经转型发展其他业务，2014年聚酯薄膜行业龙头欧亚集团倒闭破产。\n　　在行业不景气的背景下，2017年，双星新材居然还做出了一份对象为管理层的股权激励计划，这份计划要求2018年至2020年，公司净利润年复合增长率达到30%。\n　　不知是否出于业绩增长压力过大的原因，双星新材找到了苏州幸福的股东和法定代表人仲春及财务总监李宝山，希望仲某团队能够帮助双星新材打开太阳能背板项目的销路，并签订了《合作协议》，但该《合作协议》公司并未公告。\n　　仲某团队与双星新材的合作不到一年，双方就撕破了脸皮。双星新材将仲某团队告到了江苏省宿迁市中院，要求确认仲某团队与双星新材存在劳动雇佣关系。\n　　法院一审和二审判决，均认为仲某团队与双星新材不存在劳动雇佣关系，仲春和李宝山不是双星新材员工。\n　　关键是，这份判决书，透露了双星新材与仲某团队的合作细节。\n　　判决书中内容显示，双星新材给到仲某团队的目标是，2017至2019年，要为双星新材完成1.4亿元的净利润。这一目标，占到了2017至2019年双星新材这三年合计归母净利润的四分之一。显然，双星新材对仲某团队寄予厚望，委以重任。\n　　判决书称，《合作协议》约定，双星新材吸纳仲某团队（2人）加入双星公司太阳能背板项目，仲某团队承诺业绩目标，时间段为2017年-2019年，承诺业绩净利润为14000万元人民币；双星公司对仲某团队奖惩措施，公司以股权激励形式给予仲某团队700万股双星公司股票作为奖惩考核兑现，锁定期三年。\n　　如此重量级的销售任务交给了一个外部团队，双星新材却未公告与仲某团队合作这一影响公司业绩预期的重大事项，也没有公告这700万股权激励的相关事项。\n　　2017年，双星新材出台过一项股权激励计划，但遍查公司的股权激励公告，激励名单中并没有仲春和李宝山的名字。\n　　角色混同\n　　双星新材的打算是，苏州幸福有价值的是团队和人，苏州幸福这个壳已然没有价值，导入苏州幸福的团队和客户，才是当务之急。\n　　本来合作双方只是仲某团队和双星新材，但最终，合作协议还是将苏州幸福拉进来了。\n　　根据判决书，合作过程中，仲某团队需将原属苏州幸福的客户切换至双星公司，促成原属幸福公司的客户与双星公司建立合作关系。\n　　苏州幸福和双星新材此后还共同向客户致函，内容为“苏州幸福与双星新材进行业务合作，原由苏州幸福销售的背板，将由双星新材销售并办理开票业务，服务团队等不变……”\n　　为维持苏州幸福的存续，协议约定，双星新材还需要以提前支付加工费形式给予苏州幸福必要的资金支持。\n　　仲春和李宝山不承认他俩是双星新材的员工。仲春和李宝山主张，签署的《合作协议》和《补充协议》，实质仍为公司（苏州幸福）与公司（双星新材）之间的合作。\n　　如判决书所述，仲某团队和苏州幸福在与双星新材合作的主体上存在交叉、混同。\n　　合作主体不清、合作方主体的责、权、利的关系不明，为双星新材的资产埋下重大隐患。\n　　双方合作至2017年11月时（一年多），即不欢而散。2017年年报开始，苏州幸福为双星新材实现销售金额1.62亿元，却欠了双星新材1.15亿的债。至2018年年报，该欠款金额增至1.36亿元，此后账面余额就未变动过。这表明，双星新材对苏州幸福主要应收款的账龄，接近3年时间。\n　　据天眼查数据，苏州幸福成立于2011年1月，2020年3月、4月和6月，分别3次被最高人民法院公示为失信公司。2019年11月至2020年11月，公司四次列为限制高消费企业。但从公司专利数据来看，苏州幸福拥有多项关于太阳能背板技术的专利。这可能是苏州幸福虽然负债累累，却仍有被收购价值的因素之一。\n　　苏州幸福出现债务危机前后，多次变更股东、法定代表人、名称和住所。据天眼查数据2019年2月，苏州幸福的法定代表人由仲春变更为瞿连芬，2020年5月，又由瞿连芬变更为陈惠明。2020年1月，苏州幸福的名称变更为汕头市幸星新能源科技有限公司（下称“汕头幸星”）。2020年5月，仲春也从股东名单中消失。\n　　最近，汕头幸星将双星新材告到了江苏宿迁市宿豫区法院。案由为：委托合同纠纷。具体情形不详。法院将于12月14日开庭审理该案。\n　　双星新材未起诉汕头幸星，反被汕头幸星先起诉，是何缘由，截至发稿时，双星新材未就此诉讼做出说明。\n　　违法违规\n　　《上市公司股权激励管理办法（试行）》第八条规定，股权激励的对象包括上市公司的董事、监事、高级管理人员、核心业务和技术人员，以及公司认为应当激励的其他员工，且上市公司进行股权激励必须履行信息披露义务。\n　　也就是说，激励对象首先应该是公司员工。上述办法还规定，股权激励计划经董事会审议通过后，上市公司监事会应当对激励对象名单予以核实，并将核实情况在股东大会上予以说明。\n　　记者查看双星新材最新《公司章程》，其间明确规定，根据公司章程，股权激励计划，需通过股东大会特别决议通过。而双星新材对仲某团队700万股权激励，并没有提交股东大会审议，也没有公告。\n　　事实上，仲某团队在审判过程中提出，700万股权激励计划从未实施，其合法性本身也存在问题。\n　　长期关注上市公司股权激励的正谋咨询资深研究员罗霄翔对第一财经记者分析称，这笔股权激励的合法性，可能正是仲某团队顾虑的焦点。“上市公司并没有履行股权激励方案的合法程序，且没有对外公告，对于仲某团队来说，即使完成销售任务，这笔股权激励，能否拿到仍有很大不确定；另外上市公司拒绝收购幸福公司，仲某团队无法资产证券化，因此，双方合作动力不足。“\n　　另外，双星新材与仲某团队，并非经销商赚差价的模式。一位证券业律师分析称，仲某团队的付出与收获不对等——1.4亿净利润只有700万股权激励，而苏州幸福又有机会介入并提前获得上市公司的资金支持，“眼看销售任务完不成，股权激励拿不到，苏州幸福不还钱就成了利益驱动下的首选。”\n　　上述证券业律师对记者分析称，苏州幸福既是双星新材的客户，苏州幸福的实控人又与双星新材利益绑定，双星新材还必须向苏州幸福提前付款，这种安排容易出现公司治理的漏洞，存在利益输送的可能。\n　　业绩可信度成疑\n　　有投资者担心，除了账面上归于苏州幸福的1.3亿资产可能拿不回来，仲某团队在2016年度至2017年度，因苏州幸福信用已崩，仲某团队与双星新材对簿公堂，仲某团队为双星新材导入的其他客户，其应收账款回收也成了问题。\n　　在公司“互动易”投资者与上市公司互动平台上，更有许多投资者担心双星新材的第一大客户——深圳市海天塑材有限公司（下称“深圳海天”）应收账款的回收风险。\n\n\n\n　　综合双星新材债券评级报告和定期报告财务数据来看，至少自2015年起，深圳海天即是双星新材第一大客户。至2019年报，深圳海天在双星新材的账面，有应收账款3.2亿元。\n　　2020年9月，雪球上，有投资者问，双星新材会爆雷吗？——公司应收账款最大客户深圳市海天塑材，注册资金100万元，实缴资金无。社保人数25人。应收账款余额与年度销售额相当，也就是说收款账期差不多一年。对这样的经销商给了近一年的收款账期符合常识吗？\n　　另有投资者在互动易抛出问题——公司向深圳海天销售3.35亿元，应收账款却高达3.2亿元（2019年年末数），推算账期为12个月，这样长的账期是否风险巨大？如果是非常熟悉的客户，12个月的账期是否涉嫌利益输送？\n　　记者发现，自多名投资者在公开平台向针对深圳海天100万的注册资金发问后，2020年11月3日，深圳海天的注册资本变更为800万元。自然人许统史和许美庚分别持有70%和30%的股权。\n　　张丽华\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨亚龙","news_type":1},"isVote":1,"tweetType":1,"viewCount":1910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395232562,"gmtCreate":1607667979456,"gmtModify":1703849383838,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a>85的空单","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a>85的空单","text":"$泡泡玛特(09992)$85的空单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/395232562","isVote":1,"tweetType":1,"viewCount":1807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395662599,"gmtCreate":1607651378711,"gmtModify":1703849283207,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/002585\">$双星新材(002585)$</a>主要是有动力砸盘 涨这么多 加上明牌哈哈哈","listText":"<a href=\"https://laohu8.com/S/002585\">$双星新材(002585)$</a>主要是有动力砸盘 涨这么多 加上明牌哈哈哈","text":"$双星新材(002585)$主要是有动力砸盘 涨这么多 加上明牌哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395662599","isVote":1,"tweetType":1,"viewCount":3541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395662098,"gmtCreate":1607651211914,"gmtModify":1703849282521,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a>做空 坚决 也就300亿左右到玩意","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a>做空 坚决 也就300亿左右到玩意","text":"$泡泡玛特(09992)$做空 坚决 也就300亿左右到玩意","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/395662098","isVote":1,"tweetType":1,"viewCount":3014,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564110161385806","authorId":"3564110161385806","name":"破蔚来没未来","avatar":"https://static.tigerbbs.com/7ee5b157d4c505ac119dae72f12a2b05","crmLevel":6,"crmLevelSwitch":1,"idStr":"3564110161385806","authorIdStr":"3564110161385806"},"content":"去年新三板退市20多亿rmb，300多亿我觉得有点多","text":"去年新三板退市20多亿rmb，300多亿我觉得有点多","html":"去年新三板退市20多亿rmb，300多亿我觉得有点多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395984414,"gmtCreate":1607564576638,"gmtModify":1703848720010,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/002585\">$双星新材(002585)$</a>昨天发生了什么 大跌眼镜 虽然没有仓位","listText":"<a href=\"https://laohu8.com/S/002585\">$双星新材(002585)$</a>昨天发生了什么 大跌眼镜 虽然没有仓位","text":"$双星新材(002585)$昨天发生了什么 大跌眼镜 虽然没有仓位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395984414","isVote":1,"tweetType":1,"viewCount":2742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392127774,"gmtCreate":1607407000598,"gmtModify":1703847641737,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03316\">$滨江服务(03316)$</a>杭州滨江未来海岸马上交付12.16号 物业费强势回归","listText":"<a href=\"https://laohu8.com/S/03316\">$滨江服务(03316)$</a>杭州滨江未来海岸马上交付12.16号 物业费强势回归","text":"$滨江服务(03316)$杭州滨江未来海岸马上交付12.16号 物业费强势回归","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392127774","isVote":1,"tweetType":1,"viewCount":2620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391043564,"gmtCreate":1606450168158,"gmtModify":1703843119926,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"吹吧继续","listText":"吹吧继续","text":"吹吧继续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391043564","repostId":"1144500625","repostType":4,"isVote":1,"tweetType":1,"viewCount":1682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393278110,"gmtCreate":1606316093130,"gmtModify":1703842581144,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"呵呵","listText":"呵呵","text":"呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393278110","repostId":"1165281165","repostType":4,"repost":{"id":"1165281165","kind":"news","pubTimestamp":1606302494,"share":"https://www.laohu8.com/m/news/1165281165?lang=&edition=full","pubTime":"2020-11-25 19:08","market":"us","language":"zh","title":"乘联会谈中概股造车新势力：高估值也是很好的事情","url":"https://stock-news.laohu8.com/highlight/detail?id=1165281165","media":"华尔街见闻","summary":"对于近期中概汽车股的强劲表现，乘联会表示车企高估值也是很好的事情。\n乘联会表示，近期的中概新势力车企股价的表现强势超出其预期。\n这部分车企在美国市场的高价格有一定的泡沫成分。但这部分泡沫实际上反映了一","content":"<p>对于近期中概汽车股的强劲表现，乘联会表示车企高估值也是很好的事情。</p>\n<p>乘联会表示，近期的中概新势力车企股价的表现强势超出其预期。</p>\n<p>这部分车企在美国市场的高价格有一定的泡沫成分。但这部分泡沫实际上反映了一个预期，<b>即目前似乎没有其他的车企或者造车势力能够像他们一样能够追上<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的发展的线路</b>。美国投资者也是认同这个线路和未来的趋势的。</p>\n<p>乘联会同时表示，目前新势力车企的车辆销售价格较高，实现了高价高销量的较好表现。随着销量的提升，毛利状态也明显改善。</p>\n<p>由于目前新能源高端车型缺乏有效的价格参照，而部分国际车企的新能源成本偏高，产品表现也一般，短期内难以与新势力车企竞争。因此自主新势力车企产品即使价格较高，也是能获得市场的认可。</p>\n<p>华晨破产重组不影响合资格局</p>\n<p>对于华晨汽车破产，乘联会表示华晨破产重组不影响合资格局。</p>\n<p>乘联会表示，目前看合资企业的稳定性还是相对有保障的，但合资企业需要自强，要有自己的核心竞争力。</p>\n<p>而合资格局的变化也是渐进的，既有合资企业外方退出，也有外方的股权扩张，这主要是对中国汽车市场的发展有很强的的信心。大部分外方还是希望扩大股权获得长期更好的收益，这也体现了中国汽车市场持久巨大的魅力。</p>\n<p><b>国企发展高端电动很有必要</b></p>\n<p>乘联会表示，目前国企发展高端电动类似参考SUV发展，国内SUV市场的民企先布局，国企快速跟进发展，现在的SUV市场的民企纷纷倒下，长城、长安等都很优秀，国企的SUV总体表现很强。</p>\n<p>国企电动车高端化应该其中会有一些突破发展，部分企业品牌应该有阶段性成果。这也体现了市场的新机会一般会被部分企业先抓住，随后的国企等看准了跟上。</p>\n<p><b>11月汽车零售反弹</b></p>\n<p>在11月汽车零售数据方面，乘联会数据显示，11月零售较同期改善较大，月初的零售开局较强，持续三周较高增长。第二周的零售走势没有出现大的问题，环比10月的零售偏低是正常的，主要是因为10月的国庆集中收订单，随后第二周开始集中交车，形成第二周的环比表现稍差的特征。</p>\n<p>乘联会认为，由于目前宏观经济环境稳定，疫情因素也仅有个别苗头，因此对冬季出行的个性化选择带动购车的热情相对较高，目前的市场零售较强也带来经销商的销售信心稳定，因此经销商的出货节奏也加快，形成更良好的月度销售节奏，导致月初增速改善，月末的冲刺压力减少。上海出台外牌限行政策，短期内将持续拉动新能源汽车销量提升整体市场热度不减。</p>\n<p><img src=\"https://static.tigerbbs.com/853a2442f820edee2dbcf3517a83e319\" tg-width=\"767\" tg-height=\"630\"></p>","source":"highlight_wallstreetcn","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>乘联会谈中概股造车新势力：高估值也是很好的事情</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乘联会谈中概股造车新势力：高估值也是很好的事情\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-25 19:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3611542><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于近期中概汽车股的强劲表现，乘联会表示车企高估值也是很好的事情。\n乘联会表示，近期的中概新势力车企股价的表现强势超出其预期。\n这部分车企在美国市场的高价格有一定的泡沫成分。但这部分泡沫实际上反映了一个预期，即目前似乎没有其他的车企或者造车势力能够像他们一样能够追上特斯拉的发展的线路。美国投资者也是认同这个线路和未来的趋势的。\n乘联会同时表示，目前新势力车企的车辆销售价格较高，实现了高价高销量的较...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3611542\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://wallstreetcn.com/articles/3611542","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1165281165","content_text":"对于近期中概汽车股的强劲表现，乘联会表示车企高估值也是很好的事情。\n乘联会表示，近期的中概新势力车企股价的表现强势超出其预期。\n这部分车企在美国市场的高价格有一定的泡沫成分。但这部分泡沫实际上反映了一个预期，即目前似乎没有其他的车企或者造车势力能够像他们一样能够追上特斯拉的发展的线路。美国投资者也是认同这个线路和未来的趋势的。\n乘联会同时表示，目前新势力车企的车辆销售价格较高，实现了高价高销量的较好表现。随着销量的提升，毛利状态也明显改善。\n由于目前新能源高端车型缺乏有效的价格参照，而部分国际车企的新能源成本偏高，产品表现也一般，短期内难以与新势力车企竞争。因此自主新势力车企产品即使价格较高，也是能获得市场的认可。\n华晨破产重组不影响合资格局\n对于华晨汽车破产，乘联会表示华晨破产重组不影响合资格局。\n乘联会表示，目前看合资企业的稳定性还是相对有保障的，但合资企业需要自强，要有自己的核心竞争力。\n而合资格局的变化也是渐进的，既有合资企业外方退出，也有外方的股权扩张，这主要是对中国汽车市场的发展有很强的的信心。大部分外方还是希望扩大股权获得长期更好的收益，这也体现了中国汽车市场持久巨大的魅力。\n国企发展高端电动很有必要\n乘联会表示，目前国企发展高端电动类似参考SUV发展，国内SUV市场的民企先布局，国企快速跟进发展，现在的SUV市场的民企纷纷倒下，长城、长安等都很优秀，国企的SUV总体表现很强。\n国企电动车高端化应该其中会有一些突破发展，部分企业品牌应该有阶段性成果。这也体现了市场的新机会一般会被部分企业先抓住，随后的国企等看准了跟上。\n11月汽车零售反弹\n在11月汽车零售数据方面，乘联会数据显示，11月零售较同期改善较大，月初的零售开局较强，持续三周较高增长。第二周的零售走势没有出现大的问题，环比10月的零售偏低是正常的，主要是因为10月的国庆集中收订单，随后第二周开始集中交车，形成第二周的环比表现稍差的特征。\n乘联会认为，由于目前宏观经济环境稳定，疫情因素也仅有个别苗头，因此对冬季出行的个性化选择带动购车的热情相对较高，目前的市场零售较强也带来经销商的销售信心稳定，因此经销商的出货节奏也加快，形成更良好的月度销售节奏，导致月初增速改善，月末的冲刺压力减少。上海出台外牌限行政策，短期内将持续拉动新能源汽车销量提升整体市场热度不减。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":373658839,"gmtCreate":1618844168021,"gmtModify":1618844168021,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EBS\">$Emergent Biosolutions(EBS)$</a>9个工厂5个做加工制造，巴尔的摩有两个，是卡姆还是湾景还不清楚，不管是那个占比不大。在退一步看19年产品收入80%，20年cdmo扩张厉害4亿营收，那么产品收入不低于65%。在看下估值极度压缩。庆幸的是之前估值没有炒作太高，那么现在对应风险不是很大。","listText":"<a href=\"https://laohu8.com/S/EBS\">$Emergent Biosolutions(EBS)$</a>9个工厂5个做加工制造，巴尔的摩有两个，是卡姆还是湾景还不清楚，不管是那个占比不大。在退一步看19年产品收入80%，20年cdmo扩张厉害4亿营收，那么产品收入不低于65%。在看下估值极度压缩。庆幸的是之前估值没有炒作太高，那么现在对应风险不是很大。","text":"$Emergent Biosolutions(EBS)$9个工厂5个做加工制造，巴尔的摩有两个，是卡姆还是湾景还不清楚，不管是那个占比不大。在退一步看19年产品收入80%，20年cdmo扩张厉害4亿营收，那么产品收入不低于65%。在看下估值极度压缩。庆幸的是之前估值没有炒作太高，那么现在对应风险不是很大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/373658839","isVote":1,"tweetType":1,"viewCount":6110,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3455098038875483","authorId":"3455098038875483","name":"海木火","avatar":"https://static.tigerbbs.com/1e035005dd5ff0d405799afed1a41445","crmLevel":3,"crmLevelSwitch":0,"idStr":"3455098038875483","authorIdStr":"3455098038875483"},"content":"对比国内～低的离谱～国外果真太成熟","text":"对比国内～低的离谱～国外果真太成熟","html":"对比国内～低的离谱～国外果真太成熟"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395662098,"gmtCreate":1607651211914,"gmtModify":1703849282521,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a>做空 坚决 也就300亿左右到玩意","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a>做空 坚决 也就300亿左右到玩意","text":"$泡泡玛特(09992)$做空 坚决 也就300亿左右到玩意","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/395662098","isVote":1,"tweetType":1,"viewCount":3014,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564110161385806","authorId":"3564110161385806","name":"破蔚来没未来","avatar":"https://static.tigerbbs.com/7ee5b157d4c505ac119dae72f12a2b05","crmLevel":6,"crmLevelSwitch":1,"idStr":"3564110161385806","authorIdStr":"3564110161385806"},"content":"去年新三板退市20多亿rmb，300多亿我觉得有点多","text":"去年新三板退市20多亿rmb，300多亿我觉得有点多","html":"去年新三板退市20多亿rmb，300多亿我觉得有点多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303141827,"gmtCreate":1603071655669,"gmtModify":1703828537254,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06088\">$鸿腾精密(06088)$</a>官网已经买不到了，无线充电","listText":"<a href=\"https://laohu8.com/S/06088\">$鸿腾精密(06088)$</a>官网已经买不到了，无线充电","text":"$鸿腾精密(06088)$官网已经买不到了，无线充电","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/303141827","isVote":1,"tweetType":1,"viewCount":2354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302311337,"gmtCreate":1604545707429,"gmtModify":1703833697625,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a>明牌啦","listText":"<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a>明牌啦","text":"$比亚迪股份(01211)$明牌啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/302311337","isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978190501,"gmtCreate":1599142509503,"gmtModify":1704221739763,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>谁能告诉我还能买吗，在线等，急","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>谁能告诉我还能买吗，在线等，急","text":"$Zoom(ZM)$谁能告诉我还能买吗，在线等，急","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/978190501","isVote":1,"tweetType":1,"viewCount":1790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395232562,"gmtCreate":1607667979456,"gmtModify":1703849383838,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a>85的空单","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a>85的空单","text":"$泡泡玛特(09992)$85的空单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/395232562","isVote":1,"tweetType":1,"viewCount":1807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306467101,"gmtCreate":1604453591703,"gmtModify":1703833185582,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00354\">$中国软件国际(00354)$</a>哈哈哈数字货币最大受益者","listText":"<a href=\"https://laohu8.com/S/00354\">$中国软件国际(00354)$</a>哈哈哈数字货币最大受益者","text":"$中国软件国际(00354)$哈哈哈数字货币最大受益者","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/306467101","isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309007054,"gmtCreate":1602485821578,"gmtModify":1703826670368,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02168\">$佳兆业美好(02168)$</a>异常低估，质地这么好","listText":"<a href=\"https://laohu8.com/S/02168\">$佳兆业美好(02168)$</a>异常低估，质地这么好","text":"$佳兆业美好(02168)$异常低估，质地这么好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/309007054","isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978190152,"gmtCreate":1599142470076,"gmtModify":1704221738906,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06123\">$圆通速递国际(06123)$</a>各位老铁还能买吗，在线等，急","listText":"<a href=\"https://laohu8.com/S/06123\">$圆通速递国际(06123)$</a>各位老铁还能买吗，在线等，急","text":"$圆通速递国际(06123)$各位老铁还能买吗，在线等，急","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/978190152","isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307496665,"gmtCreate":1605614910757,"gmtModify":1703838582171,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>看不懂花钱买没人要的东西","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>看不懂花钱买没人要的东西","text":"$百度(BIDU)$看不懂花钱买没人要的东西","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307496665","isVote":1,"tweetType":1,"viewCount":3058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978097620,"gmtCreate":1599059165660,"gmtModify":1704221346715,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01415\">$高伟电子(01415)$</a>苹果都涨到天上去了，你为何还在原地，莫非真的我认知有纰漏？","listText":"<a href=\"https://laohu8.com/S/01415\">$高伟电子(01415)$</a>苹果都涨到天上去了，你为何还在原地，莫非真的我认知有纰漏？","text":"$高伟电子(01415)$苹果都涨到天上去了，你为何还在原地，莫非真的我认知有纰漏？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/978097620","isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306291913,"gmtCreate":1604401682332,"gmtModify":1703832853227,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02168\">$佳兆业美好(02168)$</a>发改委10.29《方案》指出要推动物业服务线上线下融合发展，搭建智慧物业平台，推动物业服务企业对接各类商业服务，构建线上线下生活服务圈，满足居民多样化生活服务需求。这是国家层面第一次把物业管理纳入扩内需的核心领域，也是政策层面第一次明确鼓励物业管理公司依托科技赋能，开展社区增值服务。推动物业服务线上线下融合发展政策鼓励物业服务企业搭建物业智慧平台，对接各类商业服务，为物业服务企业开展智慧社区，提升自身科技化水平，深入开展各类业主增值服务提供支撑。","listText":"<a href=\"https://laohu8.com/S/02168\">$佳兆业美好(02168)$</a>发改委10.29《方案》指出要推动物业服务线上线下融合发展，搭建智慧物业平台，推动物业服务企业对接各类商业服务，构建线上线下生活服务圈，满足居民多样化生活服务需求。这是国家层面第一次把物业管理纳入扩内需的核心领域，也是政策层面第一次明确鼓励物业管理公司依托科技赋能，开展社区增值服务。推动物业服务线上线下融合发展政策鼓励物业服务企业搭建物业智慧平台，对接各类商业服务，为物业服务企业开展智慧社区，提升自身科技化水平，深入开展各类业主增值服务提供支撑。","text":"$佳兆业美好(02168)$发改委10.29《方案》指出要推动物业服务线上线下融合发展，搭建智慧物业平台，推动物业服务企业对接各类商业服务，构建线上线下生活服务圈，满足居民多样化生活服务需求。这是国家层面第一次把物业管理纳入扩内需的核心领域，也是政策层面第一次明确鼓励物业管理公司依托科技赋能，开展社区增值服务。推动物业服务线上线下融合发展政策鼓励物业服务企业搭建物业智慧平台，对接各类商业服务，为物业服务企业开展智慧社区，提升自身科技化水平，深入开展各类业主增值服务提供支撑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306291913","isVote":1,"tweetType":1,"viewCount":2023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338613436,"gmtCreate":1609896129225,"gmtModify":1703741139510,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"支付宝的数字竞争优势越来越让人感到不安","listText":"支付宝的数字竞争优势越来越让人感到不安","text":"支付宝的数字竞争优势越来越让人感到不安","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338613436","repostId":"1170780382","repostType":4,"isVote":1,"tweetType":1,"viewCount":3259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394429156,"gmtCreate":1608093400375,"gmtModify":1703851085382,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03316\">$滨江服务(03316)$</a>今天杭州1300户的商品房未来海岸开始交房 物业费是不是大大的有啊","listText":"<a href=\"https://laohu8.com/S/03316\">$滨江服务(03316)$</a>今天杭州1300户的商品房未来海岸开始交房 物业费是不是大大的有啊","text":"$滨江服务(03316)$今天杭州1300户的商品房未来海岸开始交房 物业费是不是大大的有啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394429156","isVote":1,"tweetType":1,"viewCount":3097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391043564,"gmtCreate":1606450168158,"gmtModify":1703843119926,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"吹吧继续","listText":"吹吧继续","text":"吹吧继续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391043564","repostId":"1144500625","repostType":4,"isVote":1,"tweetType":1,"viewCount":1682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393278110,"gmtCreate":1606316093130,"gmtModify":1703842581144,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"呵呵","listText":"呵呵","text":"呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393278110","repostId":"1165281165","repostType":4,"repost":{"id":"1165281165","kind":"news","pubTimestamp":1606302494,"share":"https://www.laohu8.com/m/news/1165281165?lang=&edition=full","pubTime":"2020-11-25 19:08","market":"us","language":"zh","title":"乘联会谈中概股造车新势力：高估值也是很好的事情","url":"https://stock-news.laohu8.com/highlight/detail?id=1165281165","media":"华尔街见闻","summary":"对于近期中概汽车股的强劲表现，乘联会表示车企高估值也是很好的事情。\n乘联会表示，近期的中概新势力车企股价的表现强势超出其预期。\n这部分车企在美国市场的高价格有一定的泡沫成分。但这部分泡沫实际上反映了一","content":"<p>对于近期中概汽车股的强劲表现，乘联会表示车企高估值也是很好的事情。</p>\n<p>乘联会表示，近期的中概新势力车企股价的表现强势超出其预期。</p>\n<p>这部分车企在美国市场的高价格有一定的泡沫成分。但这部分泡沫实际上反映了一个预期，<b>即目前似乎没有其他的车企或者造车势力能够像他们一样能够追上<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的发展的线路</b>。美国投资者也是认同这个线路和未来的趋势的。</p>\n<p>乘联会同时表示，目前新势力车企的车辆销售价格较高，实现了高价高销量的较好表现。随着销量的提升，毛利状态也明显改善。</p>\n<p>由于目前新能源高端车型缺乏有效的价格参照，而部分国际车企的新能源成本偏高，产品表现也一般，短期内难以与新势力车企竞争。因此自主新势力车企产品即使价格较高，也是能获得市场的认可。</p>\n<p>华晨破产重组不影响合资格局</p>\n<p>对于华晨汽车破产，乘联会表示华晨破产重组不影响合资格局。</p>\n<p>乘联会表示，目前看合资企业的稳定性还是相对有保障的，但合资企业需要自强，要有自己的核心竞争力。</p>\n<p>而合资格局的变化也是渐进的，既有合资企业外方退出，也有外方的股权扩张，这主要是对中国汽车市场的发展有很强的的信心。大部分外方还是希望扩大股权获得长期更好的收益，这也体现了中国汽车市场持久巨大的魅力。</p>\n<p><b>国企发展高端电动很有必要</b></p>\n<p>乘联会表示，目前国企发展高端电动类似参考SUV发展，国内SUV市场的民企先布局，国企快速跟进发展，现在的SUV市场的民企纷纷倒下，长城、长安等都很优秀，国企的SUV总体表现很强。</p>\n<p>国企电动车高端化应该其中会有一些突破发展，部分企业品牌应该有阶段性成果。这也体现了市场的新机会一般会被部分企业先抓住，随后的国企等看准了跟上。</p>\n<p><b>11月汽车零售反弹</b></p>\n<p>在11月汽车零售数据方面，乘联会数据显示，11月零售较同期改善较大，月初的零售开局较强，持续三周较高增长。第二周的零售走势没有出现大的问题，环比10月的零售偏低是正常的，主要是因为10月的国庆集中收订单，随后第二周开始集中交车，形成第二周的环比表现稍差的特征。</p>\n<p>乘联会认为，由于目前宏观经济环境稳定，疫情因素也仅有个别苗头，因此对冬季出行的个性化选择带动购车的热情相对较高，目前的市场零售较强也带来经销商的销售信心稳定，因此经销商的出货节奏也加快，形成更良好的月度销售节奏，导致月初增速改善，月末的冲刺压力减少。上海出台外牌限行政策，短期内将持续拉动新能源汽车销量提升整体市场热度不减。</p>\n<p><img src=\"https://static.tigerbbs.com/853a2442f820edee2dbcf3517a83e319\" tg-width=\"767\" tg-height=\"630\"></p>","source":"highlight_wallstreetcn","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>乘联会谈中概股造车新势力：高估值也是很好的事情</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乘联会谈中概股造车新势力：高估值也是很好的事情\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-25 19:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3611542><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于近期中概汽车股的强劲表现，乘联会表示车企高估值也是很好的事情。\n乘联会表示，近期的中概新势力车企股价的表现强势超出其预期。\n这部分车企在美国市场的高价格有一定的泡沫成分。但这部分泡沫实际上反映了一个预期，即目前似乎没有其他的车企或者造车势力能够像他们一样能够追上特斯拉的发展的线路。美国投资者也是认同这个线路和未来的趋势的。\n乘联会同时表示，目前新势力车企的车辆销售价格较高，实现了高价高销量的较...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3611542\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://wallstreetcn.com/articles/3611542","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1165281165","content_text":"对于近期中概汽车股的强劲表现，乘联会表示车企高估值也是很好的事情。\n乘联会表示，近期的中概新势力车企股价的表现强势超出其预期。\n这部分车企在美国市场的高价格有一定的泡沫成分。但这部分泡沫实际上反映了一个预期，即目前似乎没有其他的车企或者造车势力能够像他们一样能够追上特斯拉的发展的线路。美国投资者也是认同这个线路和未来的趋势的。\n乘联会同时表示，目前新势力车企的车辆销售价格较高，实现了高价高销量的较好表现。随着销量的提升，毛利状态也明显改善。\n由于目前新能源高端车型缺乏有效的价格参照，而部分国际车企的新能源成本偏高，产品表现也一般，短期内难以与新势力车企竞争。因此自主新势力车企产品即使价格较高，也是能获得市场的认可。\n华晨破产重组不影响合资格局\n对于华晨汽车破产，乘联会表示华晨破产重组不影响合资格局。\n乘联会表示，目前看合资企业的稳定性还是相对有保障的，但合资企业需要自强，要有自己的核心竞争力。\n而合资格局的变化也是渐进的，既有合资企业外方退出，也有外方的股权扩张，这主要是对中国汽车市场的发展有很强的的信心。大部分外方还是希望扩大股权获得长期更好的收益，这也体现了中国汽车市场持久巨大的魅力。\n国企发展高端电动很有必要\n乘联会表示，目前国企发展高端电动类似参考SUV发展，国内SUV市场的民企先布局，国企快速跟进发展，现在的SUV市场的民企纷纷倒下，长城、长安等都很优秀，国企的SUV总体表现很强。\n国企电动车高端化应该其中会有一些突破发展，部分企业品牌应该有阶段性成果。这也体现了市场的新机会一般会被部分企业先抓住，随后的国企等看准了跟上。\n11月汽车零售反弹\n在11月汽车零售数据方面，乘联会数据显示，11月零售较同期改善较大，月初的零售开局较强，持续三周较高增长。第二周的零售走势没有出现大的问题，环比10月的零售偏低是正常的，主要是因为10月的国庆集中收订单，随后第二周开始集中交车，形成第二周的环比表现稍差的特征。\n乘联会认为，由于目前宏观经济环境稳定，疫情因素也仅有个别苗头，因此对冬季出行的个性化选择带动购车的热情相对较高，目前的市场零售较强也带来经销商的销售信心稳定，因此经销商的出货节奏也加快，形成更良好的月度销售节奏，导致月初增速改善，月末的冲刺压力减少。上海出台外牌限行政策，短期内将持续拉动新能源汽车销量提升整体市场热度不减。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300868609,"gmtCreate":1602140159701,"gmtModify":1703825924318,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00354\">$中国软件国际(00354)$</a>这里还是静悄悄，嘘，继续潜伏，别惊动明天。","listText":"<a href=\"https://laohu8.com/S/00354\">$中国软件国际(00354)$</a>这里还是静悄悄，嘘，继续潜伏，别惊动明天。","text":"$中国软件国际(00354)$这里还是静悄悄，嘘，继续潜伏，别惊动明天。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300868609","isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":975678318,"gmtCreate":1600698003834,"gmtModify":1703822158558,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>哈哈","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>哈哈","text":"$道琼斯(.DJI)$哈哈","images":[{"img":"https://static.tigerbbs.com/fa139d47548cec89de364d04f6cc615b","width":"500","height":"500"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/975678318","isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":394375447,"gmtCreate":1607956351089,"gmtModify":1703850297446,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"问题多多","listText":"问题多多","text":"问题多多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394375447","repostId":"2090883699","repostType":2,"isVote":1,"tweetType":1,"viewCount":1910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392127774,"gmtCreate":1607407000598,"gmtModify":1703847641737,"author":{"id":"224643188914936","authorId":"224643188914936","name":"小而美的UP","avatar":"https://static.tigerbbs.com/4631980fc804296ae2655cc0c24650a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"224643188914936","authorIdStr":"224643188914936"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03316\">$滨江服务(03316)$</a>杭州滨江未来海岸马上交付12.16号 物业费强势回归","listText":"<a href=\"https://laohu8.com/S/03316\">$滨江服务(03316)$</a>杭州滨江未来海岸马上交付12.16号 物业费强势回归","text":"$滨江服务(03316)$杭州滨江未来海岸马上交付12.16号 物业费强势回归","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392127774","isVote":1,"tweetType":1,"viewCount":2620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}