cornpop的个人主页 - 老虎社区

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04-18

$霸王茶姬(CHA)$ 都是智商税，资本搭台，圈子唱戏

04-11

我平仓了150.0股$两倍做多波动率指数期货ETF(UVIX)$ ,来看看我最新分享的订单！

04-04

$lululemon athletica(LULU)$ 智商税

02-21

$和誉-B(02256)$

02-16

$Quantumscape Corp.(QS)$ 阿三的诈骗股

2024-12-19

$纽约梅隆银行(BK)$ 非常烂的中转行，比JPM差远了，又慢又耽误事

2024-06-07

$Summit Therapeutics PLC(SMMT)$

2024-05-25

陆没啥创业故事，都是事故

抱歉，原内容已删除

2023-05-14

都这时候还把握个球

如何把握“中特估”行情？一篇看懂主要逻辑：四大主线和三条辅线

2023-03-29

$ALB.HK 20230330 85.00 CALL$

2023-03-21

$瑞士信贷(CS)$ oooooo

2022-12-07

$XAB.HK 20221229 2.00 PUT$ $XAB.HK 20221229 2.00 PUT$ 啊啊啊啊啊

2022-12-07

$Summit Therapeutics PLC(SMMT)$ $$

2022-05-04

$Quantumscape Corp.(QS)$辛格啊，印度人忽悠傻白还是有一套的，晃着脑袋讲一遍ppt，钱到手

2022-03-21

$老虎证券(TIGR)$比富途的资金管理方便太多

2022-02-03

$Meta Platforms(FB)$有这么差吗，现在的财报，只要不到一点预期，就是情绪崩溃

2021-10-19

$小米 211129 23.00 CALL(MIU.HK)$。。。

2020-12-03

$Cogent Biosciences, Inc.(COGT)$啥破玩意

2020-07-22

$INTEC PHARMA LTD(NTEC)$(⊙o⊙)啥？

2020-07-13

$ELECTROCORE INC(ECOR)$撩啊撩

去老虎APP查看更多动态

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智商税","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420659743945040","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405739813044776,"gmtCreate":1740102282157,"gmtModify":1740103616552,"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3447477120405680","authorIdStr":"3447477120405680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02256\">$和誉-B(02256)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/02256\">$和誉-B(02256)$ 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阿三的诈骗股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404171790418392","isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383272981209192,"gmtCreate":1734577914681,"gmtModify":1734577916786,"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3447477120405680","authorIdStr":"3447477120405680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BK\">$纽约梅隆银行(BK)$ </a> 非常烂的中转行，比JPM差远了，又慢又耽误事","listText":"<a href=\"https://laohu8.com/S/BK\">$纽约梅隆银行(BK)$ </a> 非常烂的中转行，比JPM差远了，又慢又耽误事","text":"$纽约梅隆银行(BK)$ 非常烂的中转行，比JPM差远了，又慢又耽误事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383272981209192","isVote":1,"tweetType":1,"viewCount":5597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314175458865440,"gmtCreate":1717723286931,"gmtModify":1717723292702,"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3447477120405680","authorIdStr":"3447477120405680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMMT\">$Summit Therapeutics PLC(SMMT)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SMMT\">$Summit Therapeutics PLC(SMMT)$ </a>&nbsp;","text":"$Summit Therapeutics PLC(SMMT)$","images":[{"img":"https://static.tigerbbs.com/909813117714920ee535d10cbe511c57","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314175458865440","isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":309523492065288,"gmtCreate":1716594916768,"gmtModify":1716594918728,"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3447477120405680","authorIdStr":"3447477120405680"},"themes":[],"htmlText":"陆没啥创业故事，都是事故","listText":"陆没啥创业故事，都是事故","text":"陆没啥创业故事，都是事故","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309523492065288","repostId":"2437270892","repostType":2,"isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656782135,"gmtCreate":1684048195327,"gmtModify":1684048196992,"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3447477120405680","authorIdStr":"3447477120405680"},"themes":[],"htmlText":"都这时候还把握个球","listText":"都这时候还把握个球","text":"都这时候还把握个球","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656782135","repostId":"1133932406","repostType":2,"repost":{"id":"1133932406","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1684021385,"share":"https://www.laohu8.com/m/news/1133932406?lang=&edition=full","pubTime":"2023-05-14 07:43","market":"sh","language":"zh","title":"如何把握“中特估”行情？一篇看懂主要逻辑：四大主线和三条辅线","url":"https://stock-news.laohu8.com/highlight/detail?id=1133932406","media":"华尔街见闻","summary":"广发证券指出，本轮央企改革“站位更高、格局更大、任务更急”，从四大主线和三条辅助线索（重组改革/“世界一流”/产业转型/“一利五率”；高股息率/投关管理/资本开支）把握重估动能。国企改革进入新阶段，“","content":"<html><head></head><body><blockquote>广发证券指出，本轮央企改革“站位更高、格局更大、任务更急”，从四大主线和三条辅助线索（重组改革/“世界一流”/产业转型/“一利五率”；高股息率/投关管理/资本开支）把握重估动能。</blockquote><p style=\"text-align: justify;\">国企改革进入新阶段，“中特估”概念迎来大爆发，成为近期贯穿沪深两市的主线，本轮央国企重估应该把握哪些方向？</p><p style=\"text-align: justify;\">广发证券在最新的报告中全面梳理央国企重估核心逻辑，从四大主线和三条辅助线索解读重估动能。</p><p style=\"text-align: justify;\">改革开放以来我国四轮国企改革阶段图，如今新一轮国企改革蓄势待发。</p><p style=\"text-align: justify;\"><strong>广发证券分析师戴康指出，本轮改革“站位更高、格局更大、任务更急”：“中国式现代化→中国特色估值体系→对标世界一流企业→国际国内核心竞争力→现代化产业体系→价值创新创造”。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e6660613189b9b3e1c5592f7341bc3c\" tg-width=\"640\" tg-height=\"366\"/></p><p><strong>四大主线</strong></p><p style=\"text-align: justify;\"><strong>1、上市平台改革</strong></p><p style=\"text-align: justify;\">广发证券指出，本轮上市平台改革政策确定性强、路径清晰，目的为推进央企专业化整合、做强做精优势主业。</p><blockquote>目前，专业化整合主要集中在军工、电力、钢铁等重点领域。根据国资委《提高央企控股上市公司质量工作方案》，2024年底前要求调整盘活一批上市平台。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cab0012c907972897e1e99d5b4a7b12\" tg-width=\"640\" tg-height=\"438\"/></p><p style=\"text-align: justify;\">根据国资委《提高央企控股上市公司质量工作方案》，关注一下三方面的标的：</p><blockquote>（1） 同业竞争资产重组，利于盘活缺乏持续经营能力、长期丧失融资功能的存量资产，或者加强优质资产集中度，如中航电子换股吸收合并中航机电，关注央企集团旗下具有2家及以上上市平台，且主营业务重合度高的标的；</blockquote><blockquote>（2）分拆上市，利于母公司剥离非优势业务、子公司拓宽融资渠道及提高经营效率，如中国联通分拆子公司智网科技至科创板上市，关注央企集团旗下上市平台数量少或仅1家、主业集中度低的标的；</blockquote><blockquote>（3）未上市资产注入，利于优质资产向上市公司汇集或盘活存量资产，如中航电测拟收购成飞集团，关注资产证券化率相对低的央企集团，即具备一定未上市优质。</blockquote><p style=\"text-align: justify;\"><strong>2、对标国际龙头</strong></p><p style=\"text-align: justify;\">广发证券指出，前后两批世界一流示范央企在ROE和盈利增速上逐步赶超央企整体水平，尤其重视研发投入，根据3月31日国资委副主任翁杰明表述，世界一流示范企业力争研发投入强度超过行业平均值2倍以上。</p><p style=\"text-align: justify;\">国资委从“五维度”定义“世界一流”，“主业突出、技术领先、管理先进、绩效优秀、全球资源配置能力强”的世界一流企业，可以对应相关路径：</p><blockquote>路径一：对标国际龙头存在ROE修复空间，提高国际化经营能力。PB-ROE视角下，石油石化、工程机械、电力等行业的世界一流示范央企与国际龙头差距相对 较大，着力提高国际竞争力，尤其是传统能源行业。</blockquote><blockquote>路径二：央企“一带一路”参与度仍有提升空间。目前电力、交运、建筑等基 建类央企参与“一带一路”建设较多，据国资委公布数据，已有81家央企参与沿线 项目超过3400个，“十三五”期间央企实现海外营业收入超过24万亿元，对外投资收益率达到6.7%。据绿色“一带一路”中心官网数据，2020年参与投资 “一带一路” 国家项目的主要是央企。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f314a2b0369d4378e2a3aa64d6a9a72\" tg-width=\"640\" tg-height=\"444\"/></p><p style=\"text-align: justify;\"><strong>3、产业结构升级</strong></p><p style=\"text-align: justify;\">第三条主线为产业结构升级，广发证券指出，央国企参与构建现代化产业体系是题中应有之意，一方面契合我国经济结构转型升级的大势，另一方面以创新发展促央企内生增长，</p><blockquote>转型方向之一：自主创新能力。一方面，聚焦打造产业链链长企业；另一方面，在战略性新兴产业打造央企集团，比如半导体、新能源、操作系统、软件开发、 新材料等领域。</blockquote><blockquote>转型方向之二：数字化能力。 我国央企正有序推进数字化转型行动计划，据《数字国资》最新统计，目前超60 家央企公布了数字化转型战略，主要聚焦在智慧能源和智慧交通领域。</blockquote><blockquote>转型方向之三：绿色低碳能力。 央企实现绿色低碳转型共有五个重点方向：①传统产业低碳改造②布局新能源，推动能源结构优化、非化石能源占比提高；③发展循环经济④攻关绿色低碳技术⑤建立绿色投融机制等。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89a364d94e377f127a1617415130dcff\" tg-width=\"640\" tg-height=\"315\"/></p><p style=\"text-align: justify;\"><strong>4、“一利五率”经营考核</strong></p><p style=\"text-align: justify;\">国资委将央企经营指标体系由“两利四率”调整为“一利五率”，增强上市央企业绩预期：</p><blockquote>1. “一增”：利润总额增速维持超GDP增速的目标；</blockquote><blockquote>2. “一稳”：资产负债率维持稳定在65%左右，根据国资委官网数据，22年央企资产负债率64.8%；</blockquote><blockquote>3. “四提高”：新增的ROE、营业现金比率指标以及原有的研发投入强度、全员劳动生产率指标继续提高。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a67b0a3a67c485669716687b06e49010\" tg-width=\"640\" tg-height=\"422\"/></p><p style=\"text-align: justify;\">因此，广发证券认为，应关注新增ROE、营业现金比率指标，指向行业：（1）ROE相对高且当前相对民 企低估的航运港口/电池/乘用车/化学原料；（2）营业现金比率相对高且当前相对民企低估的证券/航运港口/通信服务/保险/煤炭开采。</p><p><strong>三大辅线</strong></p><p style=\"text-align: justify;\"><strong>1、高股息权重升</strong></p><p style=\"text-align: justify;\">广发证券指出，国央企承担社会价值、重视股东回报（高股息），是国民经济的“压舱石”， 行业上主要集中于军工、电力、通信、机械设备等攸关国民经济的重点工业领域。</p><blockquote>第一，国央企重视股东回报，以高股息率践行国有资本的社会责任，5月9日， 三只中证国新央企股东回报ETF（广发、汇添富、招商）发布募集公告，该指数反映 高股东回报率（高股息率/回购率）央企的整体表现。第二，国央企中高ESG评级企业明显多于民企，且集中在军工、交运、计算机等央企低估行业。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc19e50f97190a0ae09cecdf57b31430\" tg-width=\"640\" tg-height=\"396\"/></p><p style=\"text-align: justify;\"><strong>2、投资者关注度</strong></p><p style=\"text-align: justify;\">国央企的机构调研及个股关注度偏低，表明市场对国央企上市公司的价值认同度不足。相较于民营企业，股东对业绩的诉求较为宽松，更多是要求企业完成社会责任。</p><p style=\"text-align: justify;\">然而，广发证券认为，社会责任与社会价值具有很高的正外部性，难以在现有的西方传统估值体系 、下有所衡量，进而造成了承担了更多社会责任的国有企业估值偏低的结果。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96741be44b3789547886aea32fddb056\" tg-width=\"640\" tg-height=\"427\"/></p><p style=\"text-align: justify;\"><strong>3、加杠杆空间高</strong></p><p style=\"text-align: justify;\">2023年央企将加大关键领域投资力度，尤其是战略性新兴产业。根据广发证券总结，目前央企处于资本开支上行周期，投资的方向亦符合央企产业转型方向：</p><blockquote>1. 新基建，包含：（1）数字基建，如5G、数据中心、工业互联网、物联网、 算力基础设施；（2）新能源基建，如新能源充电桩、特高压。</blockquote><blockquote>2. 产业链强链补链，聚焦高端装备、新一代信息技术、新材料等领域。</blockquote><blockquote>3. 国家重大项目，包含国家“十四五”102个重大工程、中央企业“十四五”规划确定的1400项重大投资项目，如电网电力企业参与风光大基地项目等。</blockquote><blockquote>4. 前瞻战略性新兴产业，主要包含前沿技术研发及应用，包括AI、量子计算、 生物制造、新能源等。</blockquote></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>如何把握“中特估”行情？一篇看懂主要逻辑：四大主线和三条辅线</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n如何把握“中特估”行情？一篇看懂主要逻辑：四大主线和三条辅线\n</h2>\n\n<h4 class=\"meta\">\n\n2023-05-14 07:43 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>广发证券指出，本轮央企改革“站位更高、格局更大、任务更急”，从四大主线和三条辅助线索（重组改革/“世界一流”/产业转型/“一利五率”；高股息率/投关管理/资本开支）把握重估动能。国企改革进入新阶段，“中特估”概念迎来大爆发，成为近期贯穿沪深两市的主线，本轮央国企重估应该把握哪些方向？广发证券在最新的报告中全面梳理央国企重估核心逻辑，从四大主线和三条辅助线索解读重估动能。改革开放以来我国四轮国企改革...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133932406","content_text":"广发证券指出，本轮央企改革“站位更高、格局更大、任务更急”，从四大主线和三条辅助线索（重组改革/“世界一流”/产业转型/“一利五率”；高股息率/投关管理/资本开支）把握重估动能。国企改革进入新阶段，“中特估”概念迎来大爆发，成为近期贯穿沪深两市的主线，本轮央国企重估应该把握哪些方向？广发证券在最新的报告中全面梳理央国企重估核心逻辑，从四大主线和三条辅助线索解读重估动能。改革开放以来我国四轮国企改革阶段图，如今新一轮国企改革蓄势待发。广发证券分析师戴康指出，本轮改革“站位更高、格局更大、任务更急”：“中国式现代化→中国特色估值体系→对标世界一流企业→国际国内核心竞争力→现代化产业体系→价值创新创造”。四大主线1、上市平台改革广发证券指出，本轮上市平台改革政策确定性强、路径清晰，目的为推进央企专业化整合、做强做精优势主业。目前，专业化整合主要集中在军工、电力、钢铁等重点领域。根据国资委《提高央企控股上市公司质量工作方案》，2024年底前要求调整盘活一批上市平台。根据国资委《提高央企控股上市公司质量工作方案》，关注一下三方面的标的：（1） 同业竞争资产重组，利于盘活缺乏持续经营能力、长期丧失融资功能的存量资产，或者加强优质资产集中度，如中航电子换股吸收合并中航机电，关注央企集团旗下具有2家及以上上市平台，且主营业务重合度高的标的；（2）分拆上市，利于母公司剥离非优势业务、子公司拓宽融资渠道及提高经营效率，如中国联通分拆子公司智网科技至科创板上市，关注央企集团旗下上市平台数量少或仅1家、主业集中度低的标的；（3）未上市资产注入，利于优质资产向上市公司汇集或盘活存量资产，如中航电测拟收购成飞集团，关注资产证券化率相对低的央企集团，即具备一定未上市优质。2、对标国际龙头广发证券指出，前后两批世界一流示范央企在ROE和盈利增速上逐步赶超央企整体水平，尤其重视研发投入，根据3月31日国资委副主任翁杰明表述，世界一流示范企业力争研发投入强度超过行业平均值2倍以上。国资委从“五维度”定义“世界一流”，“主业突出、技术领先、管理先进、绩效优秀、全球资源配置能力强”的世界一流企业，可以对应相关路径：路径一：对标国际龙头存在ROE修复空间，提高国际化经营能力。PB-ROE视角下，石油石化、工程机械、电力等行业的世界一流示范央企与国际龙头差距相对 较大，着力提高国际竞争力，尤其是传统能源行业。路径二：央企“一带一路”参与度仍有提升空间。目前电力、交运、建筑等基 建类央企参与“一带一路”建设较多，据国资委公布数据，已有81家央企参与沿线 项目超过3400个，“十三五”期间央企实现海外营业收入超过24万亿元，对外投资收益率达到6.7%。据绿色“一带一路”中心官网数据，2020年参与投资 “一带一路” 国家项目的主要是央企。3、产业结构升级第三条主线为产业结构升级，广发证券指出，央国企参与构建现代化产业体系是题中应有之意，一方面契合我国经济结构转型升级的大势，另一方面以创新发展促央企内生增长，转型方向之一：自主创新能力。一方面，聚焦打造产业链链长企业；另一方面，在战略性新兴产业打造央企集团，比如半导体、新能源、操作系统、软件开发、 新材料等领域。转型方向之二：数字化能力。 我国央企正有序推进数字化转型行动计划，据《数字国资》最新统计，目前超60 家央企公布了数字化转型战略，主要聚焦在智慧能源和智慧交通领域。转型方向之三：绿色低碳能力。 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非常烂的中转行，比JPM差远了，又慢又耽误事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383272981209192","isVote":1,"tweetType":1,"viewCount":5597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314175458865440,"gmtCreate":1717723286931,"gmtModify":1717723292702,"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3447477120405680","authorIdStr":"3447477120405680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMMT\">$Summit Therapeutics PLC(SMMT)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SMMT\">$Summit Therapeutics PLC(SMMT)$ </a>&nbsp;","text":"$Summit Therapeutics PLC(SMMT)$","images":[{"img":"https://static.tigerbbs.com/909813117714920ee535d10cbe511c57","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314175458865440","isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":309523492065288,"gmtCreate":1716594916768,"gmtModify":1716594918728,"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3447477120405680","authorIdStr":"3447477120405680"},"themes":[],"htmlText":"陆没啥创业故事，都是事故","listText":"陆没啥创业故事，都是事故","text":"陆没啥创业故事，都是事故","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309523492065288","repostId":"2437270892","repostType":2,"repost":{"id":"2437270892","kind":"news","pubTimestamp":1716428011,"share":"https://www.laohu8.com/m/news/2437270892?lang=&edition=full","pubTime":"2024-05-23 09:33","market":"hk","language":"zh","title":"库迪推新店型，陆正耀终于急了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2437270892","media":"蓝鲸财经","summary":"库迪，终于不再怼着瑞幸打，开始走属于自己的路。5月21日，库迪咖啡正式宣布推出便捷店型“COTTI Express”。据库迪相关人员介绍，该店型为店中店，具有占地面积小、投资小、盈亏平衡点低等三大特点，未来将广泛植入到便利店、连锁餐厅等各类业态和各种场景。放在其他品牌身上，做创新探索理所当然，但对于始终跟随瑞幸脚步的库迪而言，在瑞幸尚未涉水相同店型时，库迪的这番举动还真是大姑娘拜天地——头一遭。","content":"<html><body><blockquote>\n<p>作者|李梦冉</p>\n<p>编辑|吕鑫燚</p>\n</blockquote>\n<p>库迪，终于不再怼着瑞幸打，开始走属于自己的路。</p>\n<p>5月21日，库迪咖啡正式宣布推出便捷店型“COTTI Express”。据库迪相关人员介绍，该店型为店中店，具有占地面积小、投资小、盈亏平衡点低等三大特点，未来将广泛植入到便利店、连锁餐厅等各类业态和各种场景。</p>\n<p>放在其他品牌身上，做创新探索理所当然，但对于始终跟随瑞幸脚步的库迪而言，在瑞幸尚未涉水相同店型时，库迪的这番举动还真是大姑娘拜天地——头一遭。</p>\n<p>于库迪而言，店中店的尝试，绝不只是简单的求变，其背后透出两个风向：</p>\n<p>一是库迪亟需更灵活、抗风险能力更强的运营模式，这映射出库迪当下的日子并不好过；</p>\n<p>二是陆正耀和库迪开始放下对瑞幸的执念，想要找到属于库迪的解法。</p>\n<p><img src=\"https://img.jiemian.com/101/original/20240523/171642693181528600.png\"/></p>\n<p><em>图源：零售商业财经</em></p>\n<p>从新店型的运营成本来看，库迪咖啡首席策略官李颖波曾表示，门店变小后，房租成本从6元降至1.2元。相比于传统店面模式，这种店中店、便携式店型投资成本更小，联营商所承担风险也大大降低。</p>\n<p>以更灵活的经营模式入局，库迪此举有意降低加盟门槛，提升联营商经营效率，吸引更多联营商入局，进而提升库迪咖啡整体门店规模。</p>\n<p>如此谨慎的经营模式，着实不像陆正耀的风格。库迪风向的转变，一定程度上源自陆正耀观念的转舵。毕竟，创始人的性格底色才是一家品牌的真正基因。</p>\n<p>据悉，今年初陆正耀开始提出“风险意识”，这是陆正耀此前鲜少提及的观点，也并不是其作为连续创业者始终坚持的观念。在他的创业故事中，“速度”才是第一性原理，这点从瑞幸咖啡仅成立18个月就冲击美股上市的动作中也能看出。</p>\n<p>陆正耀的“风险意识”和库迪的经营情况息息相关，随着瑞幸9.9元活动缩水，这场咖啡界的荒唐战争已渐有熄火之势，而战争发起人陆正耀，也受9.9拖累，门店无法分摊成本，重金补贴下，库迪亟需更稳健的发展路线。</p>\n<p>当库迪布局“店中店”模式时，也透露出库迪不再以瑞幸为唯一对手。</p>\n<p>此举在库迪的发展中可谓是开创先河，毕竟纵览库迪以往行事风格，哪回行动不是上来就对瑞幸“贴脸开大”？</p>\n<p>从门店选址紧贴着瑞幸，到创新做店中店模式，库迪咖啡终于不再追着瑞幸打，而是聚焦自身发展，目光往盈利处看去。</p>\n<p>目前店中店这步棋，能撬动多少市场增量尚不得知，但可以肯定的是，其所面对的市场挑战众多。</p>\n<p>“零售商业财经”认为，陆正耀带领库迪所做的店中店创新，想要进军便利店业态，各大连锁便利店品牌是否接受还得打一个问号。</p>\n<p>毕竟在陆正耀的蝴蝶效应下，咖啡已成跨界“万金油”，便利店赛道的头部玩家，早已布局自有咖啡品牌，如7-ELEVEn便利店7-COFFEE、全家便利店湃客咖啡、罗森便利店L-café、唐久便利店“样咖啡”、昆仑好客便利店“好客咖啡”等。</p>\n<p>上班族作为庞大的消费群体，去连锁品牌便利店买早餐时顺带买一杯咖啡，市场需求量非常可观。但在这片红海中，库迪“COTTI Express”该如何落点值得进一步思考。</p>\n<p>陆正耀于2022年创办库迪，如今库迪的品牌声量和门店规模已在国内咖啡市场占据一席之地。可直到陆正耀有了“风险意识”，才预示着库迪拥有一个真正的开始。</p>\n<p>虽然这场关于低价的战争还远未结束，但库迪推出“COTTI Express”这一步棋似乎向国内咖啡市场释放出一个积极信号：“卷价格”不会是唯一的出路。</p>\n<p>库迪不再跟着瑞幸身后亦步亦趋，也不再将低价作为唯一武器，国内咖啡市场的畸形发展仿佛也将迎来终点。未来国内咖啡市场仍有增量，健康向好发展只是时间问题。</p>\n</body></html>","source":"lanjinger_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>库迪推新店型，陆正耀终于急了？</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n库迪推新店型，陆正耀终于急了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-23 09:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/232473><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者|李梦冉\n编辑|吕鑫燚\n\n库迪，终于不再怼着瑞幸打，开始走属于自己的路。\n5月21日，库迪咖啡正式宣布推出便捷店型“COTTI Express”。据库迪相关人员介绍，该店型为店中店，具有占地面积小、投资小、盈亏平衡点低等三大特点，未来将广泛植入到便利店、连锁餐厅等各类业态和各种场景。\n放在其他品牌身上，做创新探索理所当然，但对于始终跟随瑞幸脚步的库迪而言，在瑞幸尚未涉水相同店型时，库迪的这番...</p>\n\n<a href=\"https://www.lanjinger.com/d/232473\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LKNCY":"瑞幸咖啡","BK4209":"餐馆"},"source_url":"https://www.lanjinger.com/d/232473","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437270892","content_text":"作者|李梦冉\n编辑|吕鑫燚\n\n库迪，终于不再怼着瑞幸打，开始走属于自己的路。\n5月21日，库迪咖啡正式宣布推出便捷店型“COTTI Express”。据库迪相关人员介绍，该店型为店中店，具有占地面积小、投资小、盈亏平衡点低等三大特点，未来将广泛植入到便利店、连锁餐厅等各类业态和各种场景。\n放在其他品牌身上，做创新探索理所当然，但对于始终跟随瑞幸脚步的库迪而言，在瑞幸尚未涉水相同店型时，库迪的这番举动还真是大姑娘拜天地——头一遭。\n于库迪而言，店中店的尝试，绝不只是简单的求变，其背后透出两个风向：\n一是库迪亟需更灵活、抗风险能力更强的运营模式，这映射出库迪当下的日子并不好过；\n二是陆正耀和库迪开始放下对瑞幸的执念，想要找到属于库迪的解法。\n\n图源：零售商业财经\n从新店型的运营成本来看，库迪咖啡首席策略官李颖波曾表示，门店变小后，房租成本从6元降至1.2元。相比于传统店面模式，这种店中店、便携式店型投资成本更小，联营商所承担风险也大大降低。\n以更灵活的经营模式入局，库迪此举有意降低加盟门槛，提升联营商经营效率，吸引更多联营商入局，进而提升库迪咖啡整体门店规模。\n如此谨慎的经营模式，着实不像陆正耀的风格。库迪风向的转变，一定程度上源自陆正耀观念的转舵。毕竟，创始人的性格底色才是一家品牌的真正基因。\n据悉，今年初陆正耀开始提出“风险意识”，这是陆正耀此前鲜少提及的观点，也并不是其作为连续创业者始终坚持的观念。在他的创业故事中，“速度”才是第一性原理，这点从瑞幸咖啡仅成立18个月就冲击美股上市的动作中也能看出。\n陆正耀的“风险意识”和库迪的经营情况息息相关，随着瑞幸9.9元活动缩水，这场咖啡界的荒唐战争已渐有熄火之势，而战争发起人陆正耀，也受9.9拖累，门店无法分摊成本，重金补贴下，库迪亟需更稳健的发展路线。\n当库迪布局“店中店”模式时，也透露出库迪不再以瑞幸为唯一对手。\n此举在库迪的发展中可谓是开创先河，毕竟纵览库迪以往行事风格，哪回行动不是上来就对瑞幸“贴脸开大”？\n从门店选址紧贴着瑞幸，到创新做店中店模式，库迪咖啡终于不再追着瑞幸打，而是聚焦自身发展，目光往盈利处看去。\n目前店中店这步棋，能撬动多少市场增量尚不得知，但可以肯定的是，其所面对的市场挑战众多。\n“零售商业财经”认为，陆正耀带领库迪所做的店中店创新，想要进军便利店业态，各大连锁便利店品牌是否接受还得打一个问号。\n毕竟在陆正耀的蝴蝶效应下，咖啡已成跨界“万金油”，便利店赛道的头部玩家，早已布局自有咖啡品牌，如7-ELEVEn便利店7-COFFEE、全家便利店湃客咖啡、罗森便利店L-café、唐久便利店“样咖啡”、昆仑好客便利店“好客咖啡”等。\n上班族作为庞大的消费群体，去连锁品牌便利店买早餐时顺带买一杯咖啡，市场需求量非常可观。但在这片红海中，库迪“COTTI Express”该如何落点值得进一步思考。\n陆正耀于2022年创办库迪，如今库迪的品牌声量和门店规模已在国内咖啡市场占据一席之地。可直到陆正耀有了“风险意识”，才预示着库迪拥有一个真正的开始。\n虽然这场关于低价的战争还远未结束，但库迪推出“COTTI Express”这一步棋似乎向国内咖啡市场释放出一个积极信号：“卷价格”不会是唯一的出路。\n库迪不再跟着瑞幸身后亦步亦趋，也不再将低价作为唯一武器，国内咖啡市场的畸形发展仿佛也将迎来终点。未来国内咖啡市场仍有增量，健康向好发展只是时间问题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656782135,"gmtCreate":1684048195327,"gmtModify":1684048196992,"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3447477120405680","authorIdStr":"3447477120405680"},"themes":[],"htmlText":"都这时候还把握个球","listText":"都这时候还把握个球","text":"都这时候还把握个球","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656782135","repostId":"1133932406","repostType":2,"repost":{"id":"1133932406","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1684021385,"share":"https://www.laohu8.com/m/news/1133932406?lang=&edition=full","pubTime":"2023-05-14 07:43","market":"sh","language":"zh","title":"如何把握“中特估”行情？一篇看懂主要逻辑：四大主线和三条辅线","url":"https://stock-news.laohu8.com/highlight/detail?id=1133932406","media":"华尔街见闻","summary":"广发证券指出，本轮央企改革“站位更高、格局更大、任务更急”，从四大主线和三条辅助线索（重组改革/“世界一流”/产业转型/“一利五率”；高股息率/投关管理/资本开支）把握重估动能。国企改革进入新阶段，“","content":"<html><head></head><body><blockquote>广发证券指出，本轮央企改革“站位更高、格局更大、任务更急”，从四大主线和三条辅助线索（重组改革/“世界一流”/产业转型/“一利五率”；高股息率/投关管理/资本开支）把握重估动能。</blockquote><p style=\"text-align: justify;\">国企改革进入新阶段，“中特估”概念迎来大爆发，成为近期贯穿沪深两市的主线，本轮央国企重估应该把握哪些方向？</p><p style=\"text-align: justify;\">广发证券在最新的报告中全面梳理央国企重估核心逻辑，从四大主线和三条辅助线索解读重估动能。</p><p style=\"text-align: justify;\">改革开放以来我国四轮国企改革阶段图，如今新一轮国企改革蓄势待发。</p><p style=\"text-align: justify;\"><strong>广发证券分析师戴康指出，本轮改革“站位更高、格局更大、任务更急”：“中国式现代化→中国特色估值体系→对标世界一流企业→国际国内核心竞争力→现代化产业体系→价值创新创造”。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e6660613189b9b3e1c5592f7341bc3c\" tg-width=\"640\" tg-height=\"366\"/></p><p><strong>四大主线</strong></p><p style=\"text-align: justify;\"><strong>1、上市平台改革</strong></p><p style=\"text-align: justify;\">广发证券指出，本轮上市平台改革政策确定性强、路径清晰，目的为推进央企专业化整合、做强做精优势主业。</p><blockquote>目前，专业化整合主要集中在军工、电力、钢铁等重点领域。根据国资委《提高央企控股上市公司质量工作方案》，2024年底前要求调整盘活一批上市平台。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cab0012c907972897e1e99d5b4a7b12\" tg-width=\"640\" tg-height=\"438\"/></p><p style=\"text-align: justify;\">根据国资委《提高央企控股上市公司质量工作方案》，关注一下三方面的标的：</p><blockquote>（1） 同业竞争资产重组，利于盘活缺乏持续经营能力、长期丧失融资功能的存量资产，或者加强优质资产集中度，如中航电子换股吸收合并中航机电，关注央企集团旗下具有2家及以上上市平台，且主营业务重合度高的标的；</blockquote><blockquote>（2）分拆上市，利于母公司剥离非优势业务、子公司拓宽融资渠道及提高经营效率，如中国联通分拆子公司智网科技至科创板上市，关注央企集团旗下上市平台数量少或仅1家、主业集中度低的标的；</blockquote><blockquote>（3）未上市资产注入，利于优质资产向上市公司汇集或盘活存量资产，如中航电测拟收购成飞集团，关注资产证券化率相对低的央企集团，即具备一定未上市优质。</blockquote><p style=\"text-align: justify;\"><strong>2、对标国际龙头</strong></p><p style=\"text-align: justify;\">广发证券指出，前后两批世界一流示范央企在ROE和盈利增速上逐步赶超央企整体水平，尤其重视研发投入，根据3月31日国资委副主任翁杰明表述，世界一流示范企业力争研发投入强度超过行业平均值2倍以上。</p><p style=\"text-align: justify;\">国资委从“五维度”定义“世界一流”，“主业突出、技术领先、管理先进、绩效优秀、全球资源配置能力强”的世界一流企业，可以对应相关路径：</p><blockquote>路径一：对标国际龙头存在ROE修复空间，提高国际化经营能力。PB-ROE视角下，石油石化、工程机械、电力等行业的世界一流示范央企与国际龙头差距相对 较大，着力提高国际竞争力，尤其是传统能源行业。</blockquote><blockquote>路径二：央企“一带一路”参与度仍有提升空间。目前电力、交运、建筑等基 建类央企参与“一带一路”建设较多，据国资委公布数据，已有81家央企参与沿线 项目超过3400个，“十三五”期间央企实现海外营业收入超过24万亿元，对外投资收益率达到6.7%。据绿色“一带一路”中心官网数据，2020年参与投资 “一带一路” 国家项目的主要是央企。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f314a2b0369d4378e2a3aa64d6a9a72\" tg-width=\"640\" tg-height=\"444\"/></p><p style=\"text-align: justify;\"><strong>3、产业结构升级</strong></p><p style=\"text-align: justify;\">第三条主线为产业结构升级，广发证券指出，央国企参与构建现代化产业体系是题中应有之意，一方面契合我国经济结构转型升级的大势，另一方面以创新发展促央企内生增长，</p><blockquote>转型方向之一：自主创新能力。一方面，聚焦打造产业链链长企业；另一方面，在战略性新兴产业打造央企集团，比如半导体、新能源、操作系统、软件开发、 新材料等领域。</blockquote><blockquote>转型方向之二：数字化能力。 我国央企正有序推进数字化转型行动计划，据《数字国资》最新统计，目前超60 家央企公布了数字化转型战略，主要聚焦在智慧能源和智慧交通领域。</blockquote><blockquote>转型方向之三：绿色低碳能力。 央企实现绿色低碳转型共有五个重点方向：①传统产业低碳改造②布局新能源，推动能源结构优化、非化石能源占比提高；③发展循环经济④攻关绿色低碳技术⑤建立绿色投融机制等。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89a364d94e377f127a1617415130dcff\" tg-width=\"640\" tg-height=\"315\"/></p><p style=\"text-align: justify;\"><strong>4、“一利五率”经营考核</strong></p><p style=\"text-align: justify;\">国资委将央企经营指标体系由“两利四率”调整为“一利五率”，增强上市央企业绩预期：</p><blockquote>1. “一增”：利润总额增速维持超GDP增速的目标；</blockquote><blockquote>2. “一稳”：资产负债率维持稳定在65%左右，根据国资委官网数据，22年央企资产负债率64.8%；</blockquote><blockquote>3. “四提高”：新增的ROE、营业现金比率指标以及原有的研发投入强度、全员劳动生产率指标继续提高。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a67b0a3a67c485669716687b06e49010\" tg-width=\"640\" tg-height=\"422\"/></p><p style=\"text-align: justify;\">因此，广发证券认为，应关注新增ROE、营业现金比率指标，指向行业：（1）ROE相对高且当前相对民 企低估的航运港口/电池/乘用车/化学原料；（2）营业现金比率相对高且当前相对民企低估的证券/航运港口/通信服务/保险/煤炭开采。</p><p><strong>三大辅线</strong></p><p style=\"text-align: justify;\"><strong>1、高股息权重升</strong></p><p style=\"text-align: justify;\">广发证券指出，国央企承担社会价值、重视股东回报（高股息），是国民经济的“压舱石”， 行业上主要集中于军工、电力、通信、机械设备等攸关国民经济的重点工业领域。</p><blockquote>第一，国央企重视股东回报，以高股息率践行国有资本的社会责任，5月9日， 三只中证国新央企股东回报ETF（广发、汇添富、招商）发布募集公告，该指数反映 高股东回报率（高股息率/回购率）央企的整体表现。第二，国央企中高ESG评级企业明显多于民企，且集中在军工、交运、计算机等央企低估行业。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc19e50f97190a0ae09cecdf57b31430\" tg-width=\"640\" tg-height=\"396\"/></p><p style=\"text-align: justify;\"><strong>2、投资者关注度</strong></p><p style=\"text-align: justify;\">国央企的机构调研及个股关注度偏低，表明市场对国央企上市公司的价值认同度不足。相较于民营企业，股东对业绩的诉求较为宽松，更多是要求企业完成社会责任。</p><p style=\"text-align: justify;\">然而，广发证券认为，社会责任与社会价值具有很高的正外部性，难以在现有的西方传统估值体系 、下有所衡量，进而造成了承担了更多社会责任的国有企业估值偏低的结果。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96741be44b3789547886aea32fddb056\" tg-width=\"640\" tg-height=\"427\"/></p><p style=\"text-align: justify;\"><strong>3、加杠杆空间高</strong></p><p style=\"text-align: justify;\">2023年央企将加大关键领域投资力度，尤其是战略性新兴产业。根据广发证券总结，目前央企处于资本开支上行周期，投资的方向亦符合央企产业转型方向：</p><blockquote>1. 新基建，包含：（1）数字基建，如5G、数据中心、工业互联网、物联网、 算力基础设施；（2）新能源基建，如新能源充电桩、特高压。</blockquote><blockquote>2. 产业链强链补链，聚焦高端装备、新一代信息技术、新材料等领域。</blockquote><blockquote>3. 国家重大项目，包含国家“十四五”102个重大工程、中央企业“十四五”规划确定的1400项重大投资项目，如电网电力企业参与风光大基地项目等。</blockquote><blockquote>4. 前瞻战略性新兴产业，主要包含前沿技术研发及应用，包括AI、量子计算、 生物制造、新能源等。</blockquote></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>如何把握“中特估”行情？一篇看懂主要逻辑：四大主线和三条辅线</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n如何把握“中特估”行情？一篇看懂主要逻辑：四大主线和三条辅线\n</h2>\n\n<h4 class=\"meta\">\n\n2023-05-14 07:43 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>广发证券指出，本轮央企改革“站位更高、格局更大、任务更急”，从四大主线和三条辅助线索（重组改革/“世界一流”/产业转型/“一利五率”；高股息率/投关管理/资本开支）把握重估动能。国企改革进入新阶段，“中特估”概念迎来大爆发，成为近期贯穿沪深两市的主线，本轮央国企重估应该把握哪些方向？广发证券在最新的报告中全面梳理央国企重估核心逻辑，从四大主线和三条辅助线索解读重估动能。改革开放以来我国四轮国企改革...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133932406","content_text":"广发证券指出，本轮央企改革“站位更高、格局更大、任务更急”，从四大主线和三条辅助线索（重组改革/“世界一流”/产业转型/“一利五率”；高股息率/投关管理/资本开支）把握重估动能。国企改革进入新阶段，“中特估”概念迎来大爆发，成为近期贯穿沪深两市的主线，本轮央国企重估应该把握哪些方向？广发证券在最新的报告中全面梳理央国企重估核心逻辑，从四大主线和三条辅助线索解读重估动能。改革开放以来我国四轮国企改革阶段图，如今新一轮国企改革蓄势待发。广发证券分析师戴康指出，本轮改革“站位更高、格局更大、任务更急”：“中国式现代化→中国特色估值体系→对标世界一流企业→国际国内核心竞争力→现代化产业体系→价值创新创造”。四大主线1、上市平台改革广发证券指出，本轮上市平台改革政策确定性强、路径清晰，目的为推进央企专业化整合、做强做精优势主业。目前，专业化整合主要集中在军工、电力、钢铁等重点领域。根据国资委《提高央企控股上市公司质量工作方案》，2024年底前要求调整盘活一批上市平台。根据国资委《提高央企控股上市公司质量工作方案》，关注一下三方面的标的：（1） 同业竞争资产重组，利于盘活缺乏持续经营能力、长期丧失融资功能的存量资产，或者加强优质资产集中度，如中航电子换股吸收合并中航机电，关注央企集团旗下具有2家及以上上市平台，且主营业务重合度高的标的；（2）分拆上市，利于母公司剥离非优势业务、子公司拓宽融资渠道及提高经营效率，如中国联通分拆子公司智网科技至科创板上市，关注央企集团旗下上市平台数量少或仅1家、主业集中度低的标的；（3）未上市资产注入，利于优质资产向上市公司汇集或盘活存量资产，如中航电测拟收购成飞集团，关注资产证券化率相对低的央企集团，即具备一定未上市优质。2、对标国际龙头广发证券指出，前后两批世界一流示范央企在ROE和盈利增速上逐步赶超央企整体水平，尤其重视研发投入，根据3月31日国资委副主任翁杰明表述，世界一流示范企业力争研发投入强度超过行业平均值2倍以上。国资委从“五维度”定义“世界一流”，“主业突出、技术领先、管理先进、绩效优秀、全球资源配置能力强”的世界一流企业，可以对应相关路径：路径一：对标国际龙头存在ROE修复空间，提高国际化经营能力。PB-ROE视角下，石油石化、工程机械、电力等行业的世界一流示范央企与国际龙头差距相对 较大，着力提高国际竞争力，尤其是传统能源行业。路径二：央企“一带一路”参与度仍有提升空间。目前电力、交运、建筑等基 建类央企参与“一带一路”建设较多，据国资委公布数据，已有81家央企参与沿线 项目超过3400个，“十三五”期间央企实现海外营业收入超过24万亿元，对外投资收益率达到6.7%。据绿色“一带一路”中心官网数据，2020年参与投资 “一带一路” 国家项目的主要是央企。3、产业结构升级第三条主线为产业结构升级，广发证券指出，央国企参与构建现代化产业体系是题中应有之意，一方面契合我国经济结构转型升级的大势，另一方面以创新发展促央企内生增长，转型方向之一：自主创新能力。一方面，聚焦打造产业链链长企业；另一方面，在战略性新兴产业打造央企集团，比如半导体、新能源、操作系统、软件开发、 新材料等领域。转型方向之二：数字化能力。 我国央企正有序推进数字化转型行动计划，据《数字国资》最新统计，目前超60 家央企公布了数字化转型战略，主要聚焦在智慧能源和智慧交通领域。转型方向之三：绿色低碳能力。 央企实现绿色低碳转型共有五个重点方向：①传统产业低碳改造②布局新能源，推动能源结构优化、非化石能源占比提高；③发展循环经济④攻关绿色低碳技术⑤建立绿色投融机制等。4、“一利五率”经营考核国资委将央企经营指标体系由“两利四率”调整为“一利五率”，增强上市央企业绩预期：1. “一增”：利润总额增速维持超GDP增速的目标；2. “一稳”：资产负债率维持稳定在65%左右，根据国资委官网数据，22年央企资产负债率64.8%；3. “四提高”：新增的ROE、营业现金比率指标以及原有的研发投入强度、全员劳动生产率指标继续提高。因此，广发证券认为，应关注新增ROE、营业现金比率指标，指向行业：（1）ROE相对高且当前相对民 企低估的航运港口/电池/乘用车/化学原料；（2）营业现金比率相对高且当前相对民企低估的证券/航运港口/通信服务/保险/煤炭开采。三大辅线1、高股息权重升广发证券指出，国央企承担社会价值、重视股东回报（高股息），是国民经济的“压舱石”， 行业上主要集中于军工、电力、通信、机械设备等攸关国民经济的重点工业领域。第一，国央企重视股东回报，以高股息率践行国有资本的社会责任，5月9日， 三只中证国新央企股东回报ETF（广发、汇添富、招商）发布募集公告，该指数反映 高股东回报率（高股息率/回购率）央企的整体表现。第二，国央企中高ESG评级企业明显多于民企，且集中在军工、交运、计算机等央企低估行业。2、投资者关注度国央企的机构调研及个股关注度偏低，表明市场对国央企上市公司的价值认同度不足。相较于民营企业，股东对业绩的诉求较为宽松，更多是要求企业完成社会责任。然而，广发证券认为，社会责任与社会价值具有很高的正外部性，难以在现有的西方传统估值体系 、下有所衡量，进而造成了承担了更多社会责任的国有企业估值偏低的结果。3、加杠杆空间高2023年央企将加大关键领域投资力度，尤其是战略性新兴产业。根据广发证券总结，目前央企处于资本开支上行周期，投资的方向亦符合央企产业转型方向：1. 新基建，包含：（1）数字基建，如5G、数据中心、工业互联网、物联网、 算力基础设施；（2）新能源基建，如新能源充电桩、特高压。2. 产业链强链补链，聚焦高端装备、新一代信息技术、新材料等领域。3. 国家重大项目，包含国家“十四五”102个重大工程、中央企业“十四五”规划确定的1400项重大投资项目，如电网电力企业参与风光大基地项目等。4. 前瞻战略性新兴产业，主要包含前沿技术研发及应用，包括AI、量子计算、 生物制造、新能源等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659655159,"gmtCreate":1680046983471,"gmtModify":1680053373692,"author":{"id":"3447477120405680","authorId":"3447477120405680","name":"cornpop","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3447477120405680","authorIdStr":"3447477120405680"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/ALB.HK 20230330 85.00 CALL\">$ALB.HK 20230330 85.00 CALL$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/OPT/ALB.HK 20230330 85.00 CALL\">$ALB.HK 20230330 85.00 CALL$ &nbsp;</a>","text":"$ALB.HK 20230330 85.00 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