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价值投资量化分析
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价值投资量化分析
2021-12-02
是否会利好股市?推出更宽松的货币政策
抱歉,原内容已删除
价值投资量化分析
2021-10-26
港股有机会
抱歉,原内容已删除
价值投资量化分析
2021-10-25
$赤子城科技(09911)$
还得涨,短期看到6块
价值投资量化分析
2021-10-18
医疗B股接连破发,微泰凶多吉少啊
微泰医疗-B一手中签率80.01%,认购2手稳中一手
价值投资量化分析
2021-10-05
各种各样的火锅连锁店太多了
海底捞为什么没以前那么火了?
价值投资量化分析
2021-09-11
汇森有什么动作
顾家家居拟25亿元投建 100万套软体家具项目
价值投资量化分析
2021-08-31
非常好的业绩水平啊
汇森家居(02127)上半年股东应占净利同比增长75.91%至4.21亿元
价值投资量化分析
2021-08-05
牛
抱歉,原内容已删除
价值投资量化分析
2021-06-30
$赤子城科技(09911)$
放着吧,明年底上20
价值投资量化分析
2021-06-23
比特币大涨是货币泛滥的产物,只要不加息还会涨。
抱歉,原内容已删除
价值投资量化分析
2021-06-22
挂了39卖,睡觉了,不看了,希望能成交。
价值投资量化分析
2021-06-19
$爱回收(RERE)$
睡觉挂20没有成交
价值投资量化分析
2021-06-16
$蓝城兄弟(BLCT)$
年内必创新高
价值投资量化分析
2021-06-12
$第九城市(NCTY)$
天天涨啊📈
价值投资量化分析
2021-06-11
分享庄家的一个操作手法:分析一下某些庄家弄盤手法俾大家參考:一般而言,庄家用一段時間壓低股價,發放大量利好消息,但死命不升。淡友短炒戶們往往割之。突然一天,爆升,北水大媽瘋狂入市,執些小又割。而本身坐艇嘅小戶有兩種心態 ~ 1. 收割2. 死守賺多點先1. 就不用多說。但 2. 方面,庄家會稍微壓下一天至數天不等,好讓想賺多點的小戶氣餒,再行由庄家以較低價接收,之後再行炒上大賺。因此,有貨的各位,忍一忍就可以發財。
价值投资量化分析
2021-06-10
$第九城市(NCTY)$
很有意思的票
价值投资量化分析
2021-06-09
$汇森家居(02127)$
五月出口数据来看,家居出口继续高增长,算是大利好了
价值投资量化分析
2021-06-07
$第一视频(00082)$
体育大年,潜在海南概念龙头,先看到2元
价值投资量化分析
2021-06-05
$汇森家居(02127)$
不畏调整,不到四块坚决不走
价值投资量化分析
2021-06-03
$汇森家居(02127)$
突破前高2.89,直奔4元
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$</a>还得涨,短期看到6块","listText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$</a>还得涨,短期看到6块","text":"$赤子城科技(09911)$还得涨,短期看到6块","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858783504","isVote":1,"tweetType":1,"viewCount":2599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850010753,"gmtCreate":1634533561241,"gmtModify":1634533561241,"author":{"id":"3542414435283541","authorId":"3542414435283541","name":"价值投资量化分析","avatar":"https://static.tigerbbs.com/59120a76644465a27080c02f3d448447","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542414435283541","authorIdStr":"3542414435283541"},"themes":[],"htmlText":"医疗B股接连破发,微泰凶多吉少啊","listText":"医疗B股接连破发,微泰凶多吉少啊","text":"医疗B股接连破发,微泰凶多吉少啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850010753","repostId":"1163030723","repostType":4,"repost":{"id":"1163030723","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":1634521226,"share":"https://www.laohu8.com/m/news/1163030723?lang=&edition=full","pubTime":"2021-10-18 09:40","market":"hk","language":"zh","title":"微泰医疗-B一手中签率80.01%,认购2手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1163030723","media":"老虎资讯综合","summary":"公司发行约6352.95万股股份,每股定价30.5港元,每手100股。","content":"<p>10月18日消息,<a href=\"https://laohu8.com/S/02235\">微泰医疗-B</a>发布公告,公司发行约6352.95万股股份,每股定价30.5港元,每手100股,预期10月19日上市。</p>\n<p>公开发售阶段微泰医疗-B获约6.79倍认购,分配至公开发售的发售股份最终数目635.3万股,占发售股份总数的约10%(任何超额配股权获行使前)。合共接获14360份有效申请,一手中签率80.01%,认购2手稳中一手。</p>\n<p>此外,国际发售已获超额认购,发售股份最终数目约为5717.65万股,相当于发售股份总数的约90%(任何超额配股权获行使前)。老虎资讯整理相关数据如下表:</p>\n<p><img src=\"https://static.tigerbbs.com/ea43f672d140b5e5364a2ebd6e36f101\" tg-width=\"775\" tg-height=\"657\" referrerpolicy=\"no-referrer\"></p>\n<p><b>分配结果</b></p>\n<p>甲组每手100股,一手中签率80.01%,认购2手稳中一手。<img src=\"https://static.tigerbbs.com/c4bcc1828d8586b1302bc45368ac7730\" tg-width=\"870\" tg-height=\"1355\" referrerpolicy=\"no-referrer\"></p>\n<p>乙组头为2000手(200000股),获配236手(23600股)。<img src=\"https://static.tigerbbs.com/7d9b43f75d25068cdc3882114e42ed17\" tg-width=\"889\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p>\n<p><b>公司简介</b></p>\n<p>微泰医疗成立于2011年,主要从事包括糖尿病治疗及糖尿病检测医疗器械的研发与生产。截至目前,微泰医疗已有9款获批及在研产品,拥有Equil贴敷式胰岛素泵(NMPA、CE)、AiDEX G7连续血糖检测系统(CE)等3款获批产品。</p>\n<p><img src=\"https://static.tigerbbs.com/b35e891ba1674110900ed3106846d1d5\" tg-width=\"1080\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>本次港股IPO微泰医疗与多名基石投资者订立基石投资协议,基石投资者已同意在若干条件规限下按发售价认购以合共1.535亿美元可购买的一定数目的发售股份。</p>\n<p>本次基石投资者包括:Invesco;UBS AM Singapore;LAV;Springhill;Hudson Bay;Tencent Mobility(腾讯的全资附属公司);Boyu Capital(博裕资本管理的投资基金); Lake Bleu Prime;Octagon Investments;OrbiMed; Sage Partners。</p>\n<p>根据灼识咨询报告,微泰医疗是全球3家商业化贴敷式胰岛素泵企业中唯一一家商业化免校准持续葡萄糖监测系统的公司。同时,公司的核心产品Equil贴敷式胰岛素泵是全球第二款商业化的半抛式使用贴敷式胰岛素泵,也是唯一一款同时在中国和欧盟获批的国产贴敷式胰岛素泵。</p>\n<p>招股书显示,2019年及2020年,公司营业收入分别为5186万元、7528万元;净利润分别为-7861万元、-1.21亿元。营收逐年增长,业绩却接连亏损,对此,微泰医疗称,主要是报告期内公司不断走高的行政开支、研发开支以及销售及分销开支所致。</p>\n<p><img src=\"https://static.tigerbbs.com/302718827a7e44beafc2ba57d70e4b5b\" tg-width=\"864\" tg-height=\"749\" referrerpolicy=\"no-referrer\"></p>\n<p>微泰医疗解释,上述费用的增长,主要是由于授予行政及研发人员的股份奖励而增加支出,员工数量及薪资水平提高令员工成本增加,以及技术服务费及原材料成本增加。</p>\n<p>2021年1-4月,微泰医疗的业绩有所好转。招股书显示,截至今年4月底,公司亏损降至250万元,去年同期为亏损400万元,销售收入则由1700万元跃升至3800万元。</p>\n<p>目前,微泰医疗业绩并不亮眼,但公司所处的糖尿病医疗器械赛道未来前景可观。</p>\n<p>灼识报告指出,中国糖尿病医疗器械的市场规模预计将由2020年的9亿美元增至2030年的36亿美元,年复合率增长为15.1%。而中国的胰岛素泵市场规模预计将以更高的增长率增长——由2020年的1.25亿美元增长至2030年的10.2亿美元,年复合增长率达23.3%。</p>\n<p>目前,市面上的胰岛素泵有管路式胰岛素泵和贴敷式胰岛素泵两种主要类型。而微泰医疗的拳头产品Equil是一款贴敷式胰岛素泵。</p>\n<p>相较传统的有管路式胰岛素泵,Equil的体积减少了约65%,且由单独的设备无线控制,消除管路式泵所需的外部管路被扭结、弯曲或拉扯而带来的风险,患者的隐私性和舒适度都得到改善。</p>\n<p>相关业内人士介绍,贴敷式泵的设计及组装存在一定技术壁垒,目前国内的胰岛素泵市场仍被进口厂商占据。</p>\n<p>微泰医疗招股书显示,<a href=\"https://laohu8.com/S/MDT\">美敦力</a>和SOOIL等进口厂商占据80%左右的市场份额,市场处于高度集中状态。不过,相较于进口厂商的产品,微泰医疗的Equil性价比最高。在国内,使用美敦力712E的患者日均花费为50元,使用Equil的日均花费约为32至36元。</p>\n<p>早在谋求上市前,微泰医疗就大受资本青睐。天眼查数据显示,此前,微泰医疗已经进行了4轮融资。其中,在上市前最后一轮融资中,腾讯投资、启明创投、IDG资本等明星投资机构现身。</p>\n<p>招股书显示,截至IPO前,公司董事长郑攀及其控制的杭州研泰、杭州衡泰共计持股34.17%,为公司单一最大股东;启明创投旗下的QM32基金、苏州启明、QM153基金共计持股15.83%;浙江九仁资本、LAV Evergreen 分别持有公司7.79%、7.12%的股份。此外,深圳腾讯持股2.49%。</p>\n<p>微泰医疗10月6日披露的文件显示,腾讯在本次IPO中再度出手。本次IPO共引入11名基石投资者,其中,腾讯的全资子公司Tencent Mobility认购1000万美元。</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>微泰医疗-B一手中签率80.01%,认购2手稳中一手</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微泰医疗-B一手中签率80.01%,认购2手稳中一手\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\">2021-10-18 09:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月18日消息,<a href=\"https://laohu8.com/S/02235\">微泰医疗-B</a>发布公告,公司发行约6352.95万股股份,每股定价30.5港元,每手100股,预期10月19日上市。</p>\n<p>公开发售阶段微泰医疗-B获约6.79倍认购,分配至公开发售的发售股份最终数目635.3万股,占发售股份总数的约10%(任何超额配股权获行使前)。合共接获14360份有效申请,一手中签率80.01%,认购2手稳中一手。</p>\n<p>此外,国际发售已获超额认购,发售股份最终数目约为5717.65万股,相当于发售股份总数的约90%(任何超额配股权获行使前)。老虎资讯整理相关数据如下表:</p>\n<p><img src=\"https://static.tigerbbs.com/ea43f672d140b5e5364a2ebd6e36f101\" tg-width=\"775\" tg-height=\"657\" referrerpolicy=\"no-referrer\"></p>\n<p><b>分配结果</b></p>\n<p>甲组每手100股,一手中签率80.01%,认购2手稳中一手。<img src=\"https://static.tigerbbs.com/c4bcc1828d8586b1302bc45368ac7730\" tg-width=\"870\" tg-height=\"1355\" referrerpolicy=\"no-referrer\"></p>\n<p>乙组头为2000手(200000股),获配236手(23600股)。<img src=\"https://static.tigerbbs.com/7d9b43f75d25068cdc3882114e42ed17\" tg-width=\"889\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p>\n<p><b>公司简介</b></p>\n<p>微泰医疗成立于2011年,主要从事包括糖尿病治疗及糖尿病检测医疗器械的研发与生产。截至目前,微泰医疗已有9款获批及在研产品,拥有Equil贴敷式胰岛素泵(NMPA、CE)、AiDEX G7连续血糖检测系统(CE)等3款获批产品。</p>\n<p><img src=\"https://static.tigerbbs.com/b35e891ba1674110900ed3106846d1d5\" tg-width=\"1080\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>本次港股IPO微泰医疗与多名基石投资者订立基石投资协议,基石投资者已同意在若干条件规限下按发售价认购以合共1.535亿美元可购买的一定数目的发售股份。</p>\n<p>本次基石投资者包括:Invesco;UBS AM Singapore;LAV;Springhill;Hudson Bay;Tencent Mobility(腾讯的全资附属公司);Boyu Capital(博裕资本管理的投资基金); Lake Bleu Prime;Octagon Investments;OrbiMed; Sage Partners。</p>\n<p>根据灼识咨询报告,微泰医疗是全球3家商业化贴敷式胰岛素泵企业中唯一一家商业化免校准持续葡萄糖监测系统的公司。同时,公司的核心产品Equil贴敷式胰岛素泵是全球第二款商业化的半抛式使用贴敷式胰岛素泵,也是唯一一款同时在中国和欧盟获批的国产贴敷式胰岛素泵。</p>\n<p>招股书显示,2019年及2020年,公司营业收入分别为5186万元、7528万元;净利润分别为-7861万元、-1.21亿元。营收逐年增长,业绩却接连亏损,对此,微泰医疗称,主要是报告期内公司不断走高的行政开支、研发开支以及销售及分销开支所致。</p>\n<p><img src=\"https://static.tigerbbs.com/302718827a7e44beafc2ba57d70e4b5b\" tg-width=\"864\" tg-height=\"749\" referrerpolicy=\"no-referrer\"></p>\n<p>微泰医疗解释,上述费用的增长,主要是由于授予行政及研发人员的股份奖励而增加支出,员工数量及薪资水平提高令员工成本增加,以及技术服务费及原材料成本增加。</p>\n<p>2021年1-4月,微泰医疗的业绩有所好转。招股书显示,截至今年4月底,公司亏损降至250万元,去年同期为亏损400万元,销售收入则由1700万元跃升至3800万元。</p>\n<p>目前,微泰医疗业绩并不亮眼,但公司所处的糖尿病医疗器械赛道未来前景可观。</p>\n<p>灼识报告指出,中国糖尿病医疗器械的市场规模预计将由2020年的9亿美元增至2030年的36亿美元,年复合率增长为15.1%。而中国的胰岛素泵市场规模预计将以更高的增长率增长——由2020年的1.25亿美元增长至2030年的10.2亿美元,年复合增长率达23.3%。</p>\n<p>目前,市面上的胰岛素泵有管路式胰岛素泵和贴敷式胰岛素泵两种主要类型。而微泰医疗的拳头产品Equil是一款贴敷式胰岛素泵。</p>\n<p>相较传统的有管路式胰岛素泵,Equil的体积减少了约65%,且由单独的设备无线控制,消除管路式泵所需的外部管路被扭结、弯曲或拉扯而带来的风险,患者的隐私性和舒适度都得到改善。</p>\n<p>相关业内人士介绍,贴敷式泵的设计及组装存在一定技术壁垒,目前国内的胰岛素泵市场仍被进口厂商占据。</p>\n<p>微泰医疗招股书显示,<a href=\"https://laohu8.com/S/MDT\">美敦力</a>和SOOIL等进口厂商占据80%左右的市场份额,市场处于高度集中状态。不过,相较于进口厂商的产品,微泰医疗的Equil性价比最高。在国内,使用美敦力712E的患者日均花费为50元,使用Equil的日均花费约为32至36元。</p>\n<p>早在谋求上市前,微泰医疗就大受资本青睐。天眼查数据显示,此前,微泰医疗已经进行了4轮融资。其中,在上市前最后一轮融资中,腾讯投资、启明创投、IDG资本等明星投资机构现身。</p>\n<p>招股书显示,截至IPO前,公司董事长郑攀及其控制的杭州研泰、杭州衡泰共计持股34.17%,为公司单一最大股东;启明创投旗下的QM32基金、苏州启明、QM153基金共计持股15.83%;浙江九仁资本、LAV Evergreen 分别持有公司7.79%、7.12%的股份。此外,深圳腾讯持股2.49%。</p>\n<p>微泰医疗10月6日披露的文件显示,腾讯在本次IPO中再度出手。本次IPO共引入11名基石投资者,其中,腾讯的全资子公司Tencent Mobility认购1000万美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5c9478415acb530261d21b35ad8ee5f6","relate_stocks":{"02235":"微泰医疗-B"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163030723","content_text":"10月18日消息,微泰医疗-B发布公告,公司发行约6352.95万股股份,每股定价30.5港元,每手100股,预期10月19日上市。\n公开发售阶段微泰医疗-B获约6.79倍认购,分配至公开发售的发售股份最终数目635.3万股,占发售股份总数的约10%(任何超额配股权获行使前)。合共接获14360份有效申请,一手中签率80.01%,认购2手稳中一手。\n此外,国际发售已获超额认购,发售股份最终数目约为5717.65万股,相当于发售股份总数的约90%(任何超额配股权获行使前)。老虎资讯整理相关数据如下表:\n\n分配结果\n甲组每手100股,一手中签率80.01%,认购2手稳中一手。\n乙组头为2000手(200000股),获配236手(23600股)。\n公司简介\n微泰医疗成立于2011年,主要从事包括糖尿病治疗及糖尿病检测医疗器械的研发与生产。截至目前,微泰医疗已有9款获批及在研产品,拥有Equil贴敷式胰岛素泵(NMPA、CE)、AiDEX G7连续血糖检测系统(CE)等3款获批产品。\n\n本次港股IPO微泰医疗与多名基石投资者订立基石投资协议,基石投资者已同意在若干条件规限下按发售价认购以合共1.535亿美元可购买的一定数目的发售股份。\n本次基石投资者包括:Invesco;UBS AM Singapore;LAV;Springhill;Hudson Bay;Tencent Mobility(腾讯的全资附属公司);Boyu Capital(博裕资本管理的投资基金); Lake Bleu Prime;Octagon Investments;OrbiMed; Sage Partners。\n根据灼识咨询报告,微泰医疗是全球3家商业化贴敷式胰岛素泵企业中唯一一家商业化免校准持续葡萄糖监测系统的公司。同时,公司的核心产品Equil贴敷式胰岛素泵是全球第二款商业化的半抛式使用贴敷式胰岛素泵,也是唯一一款同时在中国和欧盟获批的国产贴敷式胰岛素泵。\n招股书显示,2019年及2020年,公司营业收入分别为5186万元、7528万元;净利润分别为-7861万元、-1.21亿元。营收逐年增长,业绩却接连亏损,对此,微泰医疗称,主要是报告期内公司不断走高的行政开支、研发开支以及销售及分销开支所致。\n\n微泰医疗解释,上述费用的增长,主要是由于授予行政及研发人员的股份奖励而增加支出,员工数量及薪资水平提高令员工成本增加,以及技术服务费及原材料成本增加。\n2021年1-4月,微泰医疗的业绩有所好转。招股书显示,截至今年4月底,公司亏损降至250万元,去年同期为亏损400万元,销售收入则由1700万元跃升至3800万元。\n目前,微泰医疗业绩并不亮眼,但公司所处的糖尿病医疗器械赛道未来前景可观。\n灼识报告指出,中国糖尿病医疗器械的市场规模预计将由2020年的9亿美元增至2030年的36亿美元,年复合率增长为15.1%。而中国的胰岛素泵市场规模预计将以更高的增长率增长——由2020年的1.25亿美元增长至2030年的10.2亿美元,年复合增长率达23.3%。\n目前,市面上的胰岛素泵有管路式胰岛素泵和贴敷式胰岛素泵两种主要类型。而微泰医疗的拳头产品Equil是一款贴敷式胰岛素泵。\n相较传统的有管路式胰岛素泵,Equil的体积减少了约65%,且由单独的设备无线控制,消除管路式泵所需的外部管路被扭结、弯曲或拉扯而带来的风险,患者的隐私性和舒适度都得到改善。\n相关业内人士介绍,贴敷式泵的设计及组装存在一定技术壁垒,目前国内的胰岛素泵市场仍被进口厂商占据。\n微泰医疗招股书显示,美敦力和SOOIL等进口厂商占据80%左右的市场份额,市场处于高度集中状态。不过,相较于进口厂商的产品,微泰医疗的Equil性价比最高。在国内,使用美敦力712E的患者日均花费为50元,使用Equil的日均花费约为32至36元。\n早在谋求上市前,微泰医疗就大受资本青睐。天眼查数据显示,此前,微泰医疗已经进行了4轮融资。其中,在上市前最后一轮融资中,腾讯投资、启明创投、IDG资本等明星投资机构现身。\n招股书显示,截至IPO前,公司董事长郑攀及其控制的杭州研泰、杭州衡泰共计持股34.17%,为公司单一最大股东;启明创投旗下的QM32基金、苏州启明、QM153基金共计持股15.83%;浙江九仁资本、LAV Evergreen 分别持有公司7.79%、7.12%的股份。此外,深圳腾讯持股2.49%。\n微泰医疗10月6日披露的文件显示,腾讯在本次IPO中再度出手。本次IPO共引入11名基石投资者,其中,腾讯的全资子公司Tencent Mobility认购1000万美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820239650,"gmtCreate":1633394250184,"gmtModify":1633394250184,"author":{"id":"3542414435283541","authorId":"3542414435283541","name":"价值投资量化分析","avatar":"https://static.tigerbbs.com/59120a76644465a27080c02f3d448447","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542414435283541","authorIdStr":"3542414435283541"},"themes":[],"htmlText":"各种各样的火锅连锁店太多了","listText":"各种各样的火锅连锁店太多了","text":"各种各样的火锅连锁店太多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820239650","repostId":"2172041969","repostType":2,"repost":{"id":"2172041969","kind":"highlight","pubTimestamp":1633141090,"share":"https://www.laohu8.com/m/news/2172041969?lang=&edition=full","pubTime":"2021-10-02 10:18","market":"us","language":"zh","title":"海底捞为什么没以前那么火了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2172041969","media":"虎嗅","summary":"因为想“和所有的社恐说拜拜”","content":"<html><body><p>5年前我第一次去家门口的<a href=\"https://laohu8.com/S/06862\">海底捞</a>,下午5点等位的人就已经密密麻麻。上周末我又路过这家海底捞,已经到了饭点,居然不用等位。这让我大吃一惊:海底捞这么不火了吗?今天就来聊聊海底捞为什么没以前那么火了。</p></body></html>","source":"highlight_huxiu","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>海底捞为什么没以前那么火了?</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.huxiucdn.com/article/cover/202110/01/183456892180.png?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/png","relate_stocks":{"06862":"海底捞"},"source_url":"https://www.huxiu.com/article/461002.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2172041969","content_text":"5年前我第一次去家门口的海底捞,下午5点等位的人就已经密密麻麻。上周末我又路过这家海底捞,已经到了饭点,居然不用等位。这让我大吃一惊:海底捞这么不火了吗?今天就来聊聊海底捞为什么没以前那么火了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881614268,"gmtCreate":1631330561054,"gmtModify":1631330561054,"author":{"id":"3542414435283541","authorId":"3542414435283541","name":"价值投资量化分析","avatar":"https://static.tigerbbs.com/59120a76644465a27080c02f3d448447","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542414435283541","authorIdStr":"3542414435283541"},"themes":[],"htmlText":"汇森有什么动作","listText":"汇森有什么动作","text":"汇森有什么动作","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881614268","repostId":"2166372594","repostType":2,"repost":{"id":"2166372594","kind":"news","pubTimestamp":1631313540,"share":"https://www.laohu8.com/m/news/2166372594?lang=&edition=full","pubTime":"2021-09-11 06:39","market":"hk","language":"zh","title":"顾家家居拟25亿元投建 100万套软体家具项目","url":"https://stock-news.laohu8.com/highlight/detail?id=2166372594","media":"上海证券报 ","summary":"锂盐为矛,电机为盾,剑指千亿,涅槃重生的锂云母采选冶一体化龙头。机构高呼“不惧调整,逢低加仓”,军工板块三大新“洼地”在此,产业链16股上涨目标价曝光(名单)。 顾家家居9月10日晚间公告称,为巩固华东地区的市场,提升公司在家具行业竞争力和市场占有率,公司与杭州钱塘新区管理委员会签署投资协议书,公司拟使用24.96亿元投资建设顾家家居新增100万套软体家居及配套产业项目。","content":"<div>\n<p>投资研报\n又涨停!锂盐为矛,电机为盾,剑指千亿,涅槃重生的锂云母采选冶一体化龙头(重磅深度市值空间测算)\n比亚迪苦尽甘来,自主品牌重构与重估,智能颠覆传统格局,整车投资新论!(附A股重点公司跟踪)\n【机构调研】 未来三年快速增长可期!行业发展迎来黄金时代!机构高呼“不惧调整,逢低加仓”,军工板块三大新“洼地”在此,产业链16股上涨目标价曝光(名单)\n北向资金与百亿基金共同加仓24只票,机构总结三大...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/s/2021-09-11/doc-iktzscyx3549614.shtml\">Web Link</a>\n\n</div>\n","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 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}\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顾家家居拟25亿元投建 100万套软体家具项目\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 06:39 北京时间 <a href=https://finance.sina.com.cn/stock/s/2021-09-11/doc-iktzscyx3549614.shtml><strong>上海证券报 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资研报\n又涨停!锂盐为矛,电机为盾,剑指千亿,涅槃重生的锂云母采选冶一体化龙头(重磅深度市值空间测算)\n比亚迪苦尽甘来,自主品牌重构与重估,智能颠覆传统格局,整车投资新论!(附A股重点公司跟踪)\n【机构调研】 未来三年快速增长可期!行业发展迎来黄金时代!机构高呼“不惧调整,逢低加仓”,军工板块三大新“洼地”在此,产业链16股上涨目标价曝光(名单)\n北向资金与百亿基金共同加仓24只票,机构总结三大...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/s/2021-09-11/doc-iktzscyx3549614.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/de122c692e25941610780a1604e3c57d","relate_stocks":{"603816":"顾家家居","02127":"汇森股份"},"source_url":"https://finance.sina.com.cn/stock/s/2021-09-11/doc-iktzscyx3549614.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2166372594","content_text":"投资研报\n又涨停!锂盐为矛,电机为盾,剑指千亿,涅槃重生的锂云母采选冶一体化龙头(重磅深度市值空间测算)\n比亚迪苦尽甘来,自主品牌重构与重估,智能颠覆传统格局,整车投资新论!(附A股重点公司跟踪)\n【机构调研】 未来三年快速增长可期!行业发展迎来黄金时代!机构高呼“不惧调整,逢低加仓”,军工板块三大新“洼地”在此,产业链16股上涨目标价曝光(名单)\n北向资金与百亿基金共同加仓24只票,机构总结三大启示!每天仅需6.6元,掌握万亿聪明钱最新动向\n 原标题:顾家家居拟25亿元投建 100万套软体家具项目 来源:上海证券报\n 顾家家居9月10日晚间公告称,为巩固华东地区的市场,提升公司在家具行业竞争力和市场占有率,公司与杭州钱塘新区管理委员会签署投资协议书,公司拟使用24.96亿元投资建设顾家家居新增100万套软体家居及配套产业项目。\n 具体看,本项目拟在杭州市钱塘区建设生产基地,项目主要从事高端软体沙发、高端智能功能沙发、高端床垫、智能控制系统功能铁架、电机及配套、智能系统配套等家具产业链产品的生产,依托大数据、物联网、云计算、AI/VI等新技术,打造智能数字化工厂,建设工业4.0级先进床垫生产线,实现家居生产全流程智能控制。\n 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12:14","market":"hk","language":"zh","title":"汇森家居(02127)上半年股东应占净利同比增长75.91%至4.21亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2163483266","media":"智通财经网","summary":"汇森家居(02127)发布截至2021年6月30日止六个月中期业绩,该集团于期间取...","content":"<html><body><div> <p>智通财经APP讯,<a href=\"https://laohu8.com/S/02127\">汇森家居</a>(02127)发布截至2021年6月30日止六个月中期业绩,该集团于期间取得收益约人民币24.02亿元(单位下同),同比增长47.32%;公司拥有人应占溢利4.21亿元,同比增长75.91%;每股盈利0.14元。</p><p>据悉,于报告期内,该集团净利润同比增长主要是由于报告期内全球经济复苏,家具产品需求增长,该集团部分家具产品售价提高带动集团整体产品的毛利率上升。</p> </div></body></html>","source":"highlight_zhitongcaijin","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>汇森家居(02127)上半年股东应占净利同比增长75.91%至4.21亿元</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汇森家居(02127)上半年股东应占净利同比增长75.91%至4.21亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 12:14 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/550904.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯,汇森家居(02127)发布截至2021年6月30日止六个月中期业绩,该集团于期间取得收益约人民币24.02亿元(单位下同),同比增长47.32%;公司拥有人应占溢利4.21亿元,同比增长75.91%;每股盈利0.14元。据悉,于报告期内,该集团净利润同比增长主要是由于报告期内全球经济复苏,家具产品需求增长,该集团部分家具产品售价提高带动集团整体产品的毛利率上升。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/550904.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/gonggao/ztcj_announce_40.jpeg?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"02127":"汇森股份"},"source_url":"http://www.zhitongcaijing.com/content/detail/550904.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2163483266","content_text":"智通财经APP讯,汇森家居(02127)发布截至2021年6月30日止六个月中期业绩,该集团于期间取得收益约人民币24.02亿元(单位下同),同比增长47.32%;公司拥有人应占溢利4.21亿元,同比增长75.91%;每股盈利0.14元。据悉,于报告期内,该集团净利润同比增长主要是由于报告期内全球经济复苏,家具产品需求增长,该集团部分家具产品售价提高带动集团整体产品的毛利率上升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890520955,"gmtCreate":1628124498077,"gmtModify":1628124498077,"author":{"id":"3542414435283541","authorId":"3542414435283541","name":"价值投资量化分析","avatar":"https://static.tigerbbs.com/59120a76644465a27080c02f3d448447","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542414435283541","authorIdStr":"3542414435283541"},"themes":[],"htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890520955","repostId":"1147906355","repostType":2,"isVote":1,"tweetType":1,"viewCount":3016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153298792,"gmtCreate":1625025805916,"gmtModify":1625025805916,"author":{"id":"3542414435283541","authorId":"3542414435283541","name":"价值投资量化分析","avatar":"https://static.tigerbbs.com/59120a76644465a27080c02f3d448447","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542414435283541","authorIdStr":"3542414435283541"},"themes":[],"htmlText":"<a 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