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williamccc
2024-11-11
$BILL HOLDINGS INC(BILL)$
这个票可能在整个降息周期和特朗普任期内会突破前高348,上摸到600刀,逻辑如下: 1,懂王政府金融政策宽松 2,刚发布的财报,季度营收增长率出现拐点,停止了增长率环比下降的趋势 3,大小票风格开始切换 4,开始盈利了
williamccc
2024-11-11
$BILL HOLDINGS INC(BILL)$
这个票可能在整个降息周期和特朗普任期内会突破前高348,上摸到600刀,逻辑如下: 1,懂王政府金融政策宽松 2,刚发布的财报,季度营收增长率出现拐点,停止了增长率环比下降的趋势 3,大小票风格开始切换 4,开始盈利了
williamccc
2023-02-22
据CNN:美国军方正在调查五角大楼服务器邮件泄露事件。 (来自美港电讯App)
williamccc
2022-05-21
$Bill.Com Holdings, Inc.(BILL)$
作为华人中最老的bill.com的散户投资者,也是最大的仓位的持有者,我大胆的给出bill.com的股价会在2024年中的某个时候突破1000刀。
williamccc
2022-05-03
$Bill.Com Holdings, Inc.(BILL)$
$Bill.com Holdings(BILL)$ $Bill.com(BILL.US)$ 5/5赌一季报营收增长率超200%,涨幅50%
williamccc
2022-05-03
$Bill.com(BILL.US)$ 5/5赌一季报营收增长率超200%
williamccc
2022-02-23
美国网络安全与基础设施安全局负责人表示,俄罗斯可能考虑采取报复行动,以回应影响其关键基础设施的制裁。(来自美港电讯App)
williamccc
2022-02-03
$Bill.Com Holdings, Inc.(BILL)$
$Bill.com(BILL.US)$ 今晚盘后公布财报,盘后应该是20%的涨幅。
williamccc
2022-01-30
$Bill.Com Holdings, Inc.(BILL)$
这篇美国银行的分析报告,很有意思
williamccc
2022-01-30
$Bill.Com Holdings, Inc.(BILL)$
Q2单季报的营收增长率可能会达到200%,远超预期
williamccc
2021-12-08
$RLX科技(RLX)$
5亿美元的回购,扫货市面上1/3的流通筹码,轧空行情,挤爆空头,新的gme
williamccc
2021-07-04
$CrowdStrike Holdings, Inc.(CRWD)$
一场“巨大且具毁灭性”的黑客攻击!IT服务供应商遭勒索软件入侵,上千家公司受影响
williamccc
2021-06-12
$CrowdStrike Holdings, Inc.(CRWD)$
据美国媒体于当地时间6月11日报道,美国知名快餐品牌麦当劳发布声明称遭到黑客攻击,造成其在美国、韩国和中国台湾地区的数据少量泄露。
williamccc
2021-06-03
$RLX科技(RLX)$
科创板日报援引中国工程院院士陈薇在浦江论坛上表示,疫苗既可以通过皮下注射,还可以通过鼻喷雾式吸入,后者所需的剂量是前者的1/5,而且可以形成黏膜免疫,“鼻喷雾式/吸入型新冠疫苗正在申请紧急使用。”RLX新冠疫苗概念股
williamccc
2021-06-02
$RLX科技(RLX)$
$雾芯科技(RLX.US)$ 央视新闻来源:抗新冠药物通过雾化吸入即可生效,正在研发中可长期储存。
williamccc
2021-06-02
$RLX科技(RLX)$
央视新闻来源:抗新冠药物通过雾化吸入,正在研发中可长期储存。
williamccc
2021-06-02
$RLX科技(RLX)$
央视新闻:
williamccc
2021-06-02
$CrowdStrike Holdings, Inc.(CRWD)$
又来了!成功勒索美国最大燃油管道运营商Colonial后,黑客又攻击了全球最大的肉类供应商JBS。JBS上周日称遭到黑客攻击,北美、澳大利亚分部的服务器受到影响。目前,JBS关闭了美国所有的肉类加工厂。
williamccc
2021-06-01
$CrowdStrike Holdings, Inc.(CRWD)$
全球最大肉食品加工商JBS的美国分部和澳大利亚分部遭到网络攻击
williamccc
2021-06-01
$CrowdStrike Holdings, Inc.(CRWD)$
全球最大肉食品加工商JBS的美国分部和澳大利亚分部遭到网络攻击
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href=\"https://laohu8.com/S/BILL\">$BILL HOLDINGS INC(BILL)$ </a> 这个票可能在整个降息周期和特朗普任期内会突破前高348,上摸到600刀,逻辑如下: 1,懂王政府金融政策宽松 2,刚发布的财报,季度营收增长率出现拐点,停止了增长率环比下降的趋势 3,大小票风格开始切换 4,开始盈利了","listText":"<a href=\"https://laohu8.com/S/BILL\">$BILL HOLDINGS INC(BILL)$ </a> 这个票可能在整个降息周期和特朗普任期内会突破前高348,上摸到600刀,逻辑如下: 1,懂王政府金融政策宽松 2,刚发布的财报,季度营收增长率出现拐点,停止了增长率环比下降的趋势 3,大小票风格开始切换 4,开始盈利了","text":"$BILL HOLDINGS INC(BILL)$ 这个票可能在整个降息周期和特朗普任期内会突破前高348,上摸到600刀,逻辑如下: 1,懂王政府金融政策宽松 2,刚发布的财报,季度营收增长率出现拐点,停止了增长率环比下降的趋势 3,大小票风格开始切换 4,开始盈利了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369903780311040","isVote":1,"tweetType":1,"viewCount":1147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369903635726424,"gmtCreate":1731326095509,"gmtModify":1731330346028,"author":{"id":"3545494174242556","authorId":"3545494174242556","name":"williamccc","avatar":"https://static.tigerbbs.com/bb7ee6f72c569a9ad2e06e5e4c7ec9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545494174242556","authorIdStr":"3545494174242556"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILL\">$BILL HOLDINGS INC(BILL)$ </a> 这个票可能在整个降息周期和特朗普任期内会突破前高348,上摸到600刀,逻辑如下: 1,懂王政府金融政策宽松 2,刚发布的财报,季度营收增长率出现拐点,停止了增长率环比下降的趋势 3,大小票风格开始切换 4,开始盈利了","listText":"<a href=\"https://laohu8.com/S/BILL\">$BILL HOLDINGS INC(BILL)$ </a> 这个票可能在整个降息周期和特朗普任期内会突破前高348,上摸到600刀,逻辑如下: 1,懂王政府金融政策宽松 2,刚发布的财报,季度营收增长率出现拐点,停止了增长率环比下降的趋势 3,大小票风格开始切换 4,开始盈利了","text":"$BILL HOLDINGS INC(BILL)$ 这个票可能在整个降息周期和特朗普任期内会突破前高348,上摸到600刀,逻辑如下: 1,懂王政府金融政策宽松 2,刚发布的财报,季度营收增长率出现拐点,停止了增长率环比下降的趋势 3,大小票风格开始切换 4,开始盈利了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369903635726424","isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624989621,"gmtCreate":1677008175163,"gmtModify":1677008178470,"author":{"id":"3545494174242556","authorId":"3545494174242556","name":"williamccc","avatar":"https://static.tigerbbs.com/bb7ee6f72c569a9ad2e06e5e4c7ec9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545494174242556","authorIdStr":"3545494174242556"},"themes":[],"htmlText":"据CNN:美国军方正在调查五角大楼服务器邮件泄露事件。 (来自美港电讯App)","listText":"据CNN:美国军方正在调查五角大楼服务器邮件泄露事件。 (来自美港电讯App)","text":"据CNN:美国军方正在调查五角大楼服务器邮件泄露事件。 (来自美港电讯App)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624989621","isVote":1,"tweetType":1,"viewCount":2125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615702548,"gmtCreate":1653129572884,"gmtModify":1653135434064,"author":{"id":"3545494174242556","authorId":"3545494174242556","name":"williamccc","avatar":"https://static.tigerbbs.com/bb7ee6f72c569a9ad2e06e5e4c7ec9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545494174242556","authorIdStr":"3545494174242556"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILL\">$Bill.Com Holdings, Inc.(BILL)$</a>作为华人中最老的bill.com的散户投资者,也是最大的仓位的持有者,我大胆的给出bill.com的股价会在2024年中的某个时候突破1000刀。","listText":"<a href=\"https://laohu8.com/S/BILL\">$Bill.Com Holdings, Inc.(BILL)$</a>作为华人中最老的bill.com的散户投资者,也是最大的仓位的持有者,我大胆的给出bill.com的股价会在2024年中的某个时候突破1000刀。","text":"$Bill.Com Holdings, Inc.(BILL)$作为华人中最老的bill.com的散户投资者,也是最大的仓位的持有者,我大胆的给出bill.com的股价会在2024年中的某个时候突破1000刀。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/615702548","isVote":1,"tweetType":1,"viewCount":4424,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492473311194731","authorId":"3492473311194731","name":"Jason罗_9493","avatar":"https://static.tigerbbs.com/c003c0f34436a237c529ddd9f0f8335e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3492473311194731","authorIdStr":"3492473311194731"},"content":"我也是老股东了,上市当天买的。","text":"我也是老股东了,上市当天买的。","html":"我也是老股东了,上市当天买的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616196841,"gmtCreate":1651550359449,"gmtModify":1651550359449,"author":{"id":"3545494174242556","authorId":"3545494174242556","name":"williamccc","avatar":"https://static.tigerbbs.com/bb7ee6f72c569a9ad2e06e5e4c7ec9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545494174242556","authorIdStr":"3545494174242556"},"themes":[],"htmlText":"<a 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Inc.(CRWD)$</a>全球最大肉食品加工商JBS的美国分部和澳大利亚分部遭到网络攻击","text":"$CrowdStrike Holdings, Inc.(CRWD)$全球最大肉食品加工商JBS的美国分部和澳大利亚分部遭到网络攻击","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119101698","isVote":1,"tweetType":1,"viewCount":2146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119334601,"gmtCreate":1622518607103,"gmtModify":1622518607103,"author":{"id":"3545494174242556","authorId":"3545494174242556","name":"williamccc","avatar":"https://static.tigerbbs.com/bb7ee6f72c569a9ad2e06e5e4c7ec9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545494174242556","authorIdStr":"3545494174242556"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>全球最大肉食品加工商JBS的美国分部和澳大利亚分部遭到网络攻击","listText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>全球最大肉食品加工商JBS的美国分部和澳大利亚分部遭到网络攻击","text":"$CrowdStrike Holdings, Inc.(CRWD)$全球最大肉食品加工商JBS的美国分部和澳大利亚分部遭到网络攻击","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119334601","isVote":1,"tweetType":1,"viewCount":1251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":615702548,"gmtCreate":1653129572884,"gmtModify":1653135434064,"author":{"id":"3545494174242556","authorId":"3545494174242556","name":"williamccc","avatar":"https://static.tigerbbs.com/bb7ee6f72c569a9ad2e06e5e4c7ec9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545494174242556","authorIdStr":"3545494174242556"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILL\">$Bill.Com Holdings, Inc.(BILL)$</a>作为华人中最老的bill.com的散户投资者,也是最大的仓位的持有者,我大胆的给出bill.com的股价会在2024年中的某个时候突破1000刀。","listText":"<a href=\"https://laohu8.com/S/BILL\">$Bill.Com 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Inc.(BILL)$作为华人中最老的bill.com的散户投资者,也是最大的仓位的持有者,我大胆的给出bill.com的股价会在2024年中的某个时候突破1000刀。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/615702548","isVote":1,"tweetType":1,"viewCount":4424,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492473311194731","authorId":"3492473311194731","name":"Jason罗_9493","avatar":"https://static.tigerbbs.com/c003c0f34436a237c529ddd9f0f8335e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3492473311194731","authorIdStr":"3492473311194731"},"content":"我也是老股东了,上市当天买的。","text":"我也是老股东了,上市当天买的。","html":"我也是老股东了,上市当天买的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113532845,"gmtCreate":1622625154887,"gmtModify":1622625154887,"author":{"id":"3545494174242556","authorId":"3545494174242556","name":"williamccc","avatar":"https://static.tigerbbs.com/bb7ee6f72c569a9ad2e06e5e4c7ec9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545494174242556","authorIdStr":"3545494174242556"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>$雾芯科技(RLX.US)$ 央视新闻来源:抗新冠药物通过雾化吸入即可生效,正在研发中可长期储存。","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>$雾芯科技(RLX.US)$ 央视新闻来源:抗新冠药物通过雾化吸入即可生效,正在研发中可长期储存。","text":"$RLX科技(RLX)$$雾芯科技(RLX.US)$ 央视新闻来源:抗新冠药物通过雾化吸入即可生效,正在研发中可长期储存。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/113532845","isVote":1,"tweetType":1,"viewCount":5071,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548408641040880","authorId":"3548408641040880","name":"小良i","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3548408641040880","authorIdStr":"3548408641040880"},"content":"这个跟rlx啥关系都可以","text":"这个跟rlx啥关系都可以","html":"这个跟rlx啥关系都可以"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355333101,"gmtCreate":1617027589703,"gmtModify":1617027589703,"author":{"id":"3545494174242556","authorId":"3545494174242556","name":"williamccc","avatar":"https://static.tigerbbs.com/bb7ee6f72c569a9ad2e06e5e4c7ec9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545494174242556","authorIdStr":"3545494174242556"},"themes":[],"htmlText":"你怎么不谴责第一致癌物白酒的呢?吴砖家","listText":"你怎么不谴责第一致癌物白酒的呢?吴砖家","text":"你怎么不谴责第一致癌物白酒的呢?吴砖家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/355333101","repostId":"2123289074","repostType":2,"repost":{"id":"2123289074","kind":"highlight","weMediaInfo":{"introduction":"“吴晓波频道”是财经作家吴晓波在微信平台上进行内容发布的自媒体,涵盖视频、专栏和测试。视频部分与爱奇艺合作,每周四推出。","home_visible":1,"media_name":"吴晓波频道","id":"59","head_image":"https://static.tigerbbs.com/4cc21218e3324ab08453fc786ebc2ce3"},"pubTimestamp":1617004732,"share":"https://ttm.financial/m/news/2123289074?lang=&edition=full","pubTime":"2021-03-29 15:58","market":"hk","language":"zh","title":"被收编的电子烟","url":"https://stock-news.laohu8.com/highlight/detail?id=2123289074","media":"吴晓波频道","summary":"消息公布后,雾芯科技股价一路下跌“血光之灾”的成因,是政府加强了对电子烟的监管。作为高科技公司,电子烟制造商思摩尔还享有企业所得税优惠,从25%降至15%。据弗若斯特沙利文此前的测算,2019—2024年,卷烟与电子烟两者的市场规模年复合增速分别为5.2%和24.9%。此外,电子烟中的镍、铬等重金属以及香料添加剂都会对人体健康造成损伤。","content":"<blockquote>\n <b>君子爱财,取之有道。</b>\n</blockquote>\n<p>3月23日,对在港、美、A股上市的电子烟产业链来说是一个流血之日,无人幸免。</p>\n<p>电子烟品牌零售商雾芯科技股价腰斩;电子烟制造商思摩尔当日暴跌27.22%;产业链上游的电池生产商<a href=\"https://laohu8.com/S/300014\">亿纬锂能</a>也未能幸免,全天下跌15.85%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5bc770d070b06897ff9fc5da0848b8f\" tg-width=\"840\" tg-height=\"470\"><span>消息公布后,雾芯科技股价一路下跌</span></p>\n<p><b>“血光之灾”的成因,是政府加强了对电子烟的监管。</b></p>\n<p>3月22日,工信部对《关于修改〈中华人民共和国烟草专卖法实施条例〉》公开征求意见,附则中增加了一条内容——电子烟等新型烟草制品参照本条例中关于卷烟的有关规定执行。</p>\n<p>新规对电子烟行业有何影响?</p>\n<p><b>1</b></p>\n<p>在中国,普通消费品归市场监督管理局管理,药品归药监局管理,烟草归烟草专卖局管理。此前,电子烟是一个身份模糊的产品,行业的发展史可以概括为监管套利史。</p>\n<p>比如,传统卷烟不允许发布广告、不允许在互联网平台销售,而电子烟在2019年11月之前并未受到限制;</p>\n<p>传统卷烟的生产、批发、零售都必须申请许可证,电子烟不用;</p>\n<p>传统的卷烟要在包装外明显标注“吸烟有害健康”的字样,电子烟不用。</p>\n<p><b>除了对行业经营的限制,还有税率。</b></p>\n<p>众所周知,烟草行业是一个“重税”行业,自2014年以来中国烟草业每年的利税总额都超过1万亿元,贡献5%以上的财政收入。</p>\n<p>此前,电子烟按普通消费品征税,主要缴纳企业增值税+城市建设维护税和教育费附加,合计税率约20%多。</p>\n<p>作为高科技公司,电子烟制造商思摩尔还享有企业所得税优惠,从25%降至15%。 </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee93c076d1a54931a5034963f83b43a6\" tg-width=\"950\" tg-height=\"334\"><span>电子烟享受了高科技公司的待遇</span></p>\n<p>收购烟叶要交20%的烟叶税,烟叶生产烟丝要交30%的税,在卷烟的生产环节从量与从价交两笔税,分别按支(每条烟0.003元)收和按价收36%—56%,批发环节还得交税。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f97ae70488ff48b2ad2987eae806bd08\" tg-width=\"1080\" tg-height=\"608\"><span>调整后的烟消费税税目税率表</span></p>\n<p>国家烟草专卖局烟草经济研究所发布的《2018年中国控烟履约进展报告》显示,目前我国卷烟的综合税率为66.6%。</p>\n<p>据弗若斯特沙利文此前的测算,2019—2024年,卷烟与电子烟两者的市场规模年复合增速分别为5.2%和24.9%。</p>\n<p><b>政府部门将在多大程度上参照传统卷烟对电子烟进行监管,决定了电子烟市场规模的增速更接近5.2%还是24.9%,</b>这也正是近期电子烟产业链人心惶惶的原因。</p>\n<p><b>2</b></p>\n<p>加强监管的政策大方向出台后,有券商分析师认为,“电子烟在我国贡献大量就业(300万人)、出口创汇(500多亿),产业技术多掌握在中国企业手中,因此中烟对电子烟发展进行封堵的概率很小。后续中烟可能出台一系列配套措施促进产业健康发展。”</p>\n<p><b>甚至,监管越严,合规成本越高,竞争反而越弱,行业内的龙头公司会活得更好。</b></p>\n<p>但是,小巴不知道分析师、投资者是否想过一个问题:<b>企业应不应该有利润之上的追求?</b></p>\n<p>2015年,美国达特茅斯学院诺里斯科顿癌症中心进行过一项估算,当年美国有2070个成年人通过电子烟戒掉传统香烟,同时有16.8万青少年和青年因使用电子烟,而开始转向抽真烟,二者比例为1:81。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e93243df39e4440f8bfc9552c10871fb\" tg-width=\"1080\" tg-height=\"720\"><span>出售电子烟美国商店内,男子表演“吞云吐雾”</span></p>\n<p>也就是说,<b>电子烟在帮助一个老烟民戒烟的同时,拖了81个新烟民下水。</b></p>\n<p>而电子烟即便不如传统卷烟危害大,也并非无害:因吸食电子烟出现肺损伤的患者为数不少,这一疾病有了自己的名字——电子烟引发的肺损伤(E-Cigarette or Vaping Product Use-Associated Lung Injury)。</p>\n<p>此外,电子烟中的镍、铬等重金属以及香料添加剂都会对人体健康造成损伤。</p>\n<p><b>3</b></p>\n<p>电子烟应避免或减少对消费者健康的损害,疫苗公司不应生产问题疫苗,奶粉不应添加三聚氰胺……</p>\n<p>如果认可企业应该有利润之上的追求,而现实中部分企业做不到,那么投资者可以将这些公司列入负面清单,<b>进行ESG投资。</b></p>\n<p>与财务指标衡量公司对股东的回报不同,ESG投资强调从环境(Environment)、社会(Social)、公司治理(Corporate Governance)角度,<b>评估企业对社会的总回报。</b></p>\n<p>其中,环境领域主要关注资源消耗、废弃物污染等问题;</p>\n<p>社会领域则关注员工性别平衡、劳动规范、产品责任(召回事件)等问题;</p>\n<p>公司治理领域则关注贿赂和腐败、财务造假、管理层处罚等问题。</p>\n<p>这种投资理念最初起源于宗教徒朴素的道德观。</p>\n<p>例如,18世纪的美国卫理公会教徒(Methodists)拒绝投资与酒精、烟草、赌博或武器相关业务。</p>\n<p>19世纪末,贵格派教徒(Quakers)设立的资产管理机构,明确排除对武器、烟草或酒精相关公司的投资。</p>\n<p>20世纪六七十年代以来,反对种族歧视与性别歧视思潮兴起,工业化导致的环境污染、气候变暖、资源短缺等问题日渐严重,可持续发展成为社会大众普遍关注的话题。<b>投资管理业也开始倡导企业的社会责任,</b>因而有了ESG投资。</p>\n<p>*ESG投资因此也被称为责任投资。</p>\n<p>据联合国责任投资原则组织的统计,目前全球责任投资资产管理规模由2006年的不足7万亿美元增至目前超100万亿美元,其中包括中国主权财富基金、日本政府养老投资基金等许多投资机构。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ff9154cc6c045d9b36e748d55906056\" tg-width=\"908\" tg-height=\"549\"><span>全球ESG投资发展迅速</span></p>\n<p>在国内,早在2006年深交所就发布了《上市公司社会责任指引》,并逐渐确立了上市公司ESG信息披露基本框架。</p>\n<p>2019年,沪深300指数包含的300家上市公司中,有85%的公司发布了ESG报告,展示自身在履行社会责任方面的工作。</p>\n<p><b>4</b></p>\n<p>总的来说,ESG投资就是有价值观的投资,通过投资来表达自身对社会、政治和环境诉求:在获取投资回报的同时,为社会和环境带去正面影响。</p>\n<p>如果投资者广泛接受ESG投资的理念,用钱投票,那么就能通过市场化的方式引导公司改变行为,实现商业价值与社会价值的并重。</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>被收编的电子烟</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被收编的电子烟\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/59\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/4cc21218e3324ab08453fc786ebc2ce3);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">吴晓波频道 </p>\n<p class=\"h-time\">2021-03-29 15:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>君子爱财,取之有道。</b>\n</blockquote>\n<p>3月23日,对在港、美、A股上市的电子烟产业链来说是一个流血之日,无人幸免。</p>\n<p>电子烟品牌零售商雾芯科技股价腰斩;电子烟制造商思摩尔当日暴跌27.22%;产业链上游的电池生产商<a href=\"https://laohu8.com/S/300014\">亿纬锂能</a>也未能幸免,全天下跌15.85%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5bc770d070b06897ff9fc5da0848b8f\" tg-width=\"840\" tg-height=\"470\"><span>消息公布后,雾芯科技股价一路下跌</span></p>\n<p><b>“血光之灾”的成因,是政府加强了对电子烟的监管。</b></p>\n<p>3月22日,工信部对《关于修改〈中华人民共和国烟草专卖法实施条例〉》公开征求意见,附则中增加了一条内容——电子烟等新型烟草制品参照本条例中关于卷烟的有关规定执行。</p>\n<p>新规对电子烟行业有何影响?</p>\n<p><b>1</b></p>\n<p>在中国,普通消费品归市场监督管理局管理,药品归药监局管理,烟草归烟草专卖局管理。此前,电子烟是一个身份模糊的产品,行业的发展史可以概括为监管套利史。</p>\n<p>比如,传统卷烟不允许发布广告、不允许在互联网平台销售,而电子烟在2019年11月之前并未受到限制;</p>\n<p>传统卷烟的生产、批发、零售都必须申请许可证,电子烟不用;</p>\n<p>传统的卷烟要在包装外明显标注“吸烟有害健康”的字样,电子烟不用。</p>\n<p><b>除了对行业经营的限制,还有税率。</b></p>\n<p>众所周知,烟草行业是一个“重税”行业,自2014年以来中国烟草业每年的利税总额都超过1万亿元,贡献5%以上的财政收入。</p>\n<p>此前,电子烟按普通消费品征税,主要缴纳企业增值税+城市建设维护税和教育费附加,合计税率约20%多。</p>\n<p>作为高科技公司,电子烟制造商思摩尔还享有企业所得税优惠,从25%降至15%。 </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee93c076d1a54931a5034963f83b43a6\" tg-width=\"950\" tg-height=\"334\"><span>电子烟享受了高科技公司的待遇</span></p>\n<p>收购烟叶要交20%的烟叶税,烟叶生产烟丝要交30%的税,在卷烟的生产环节从量与从价交两笔税,分别按支(每条烟0.003元)收和按价收36%—56%,批发环节还得交税。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f97ae70488ff48b2ad2987eae806bd08\" tg-width=\"1080\" tg-height=\"608\"><span>调整后的烟消费税税目税率表</span></p>\n<p>国家烟草专卖局烟草经济研究所发布的《2018年中国控烟履约进展报告》显示,目前我国卷烟的综合税率为66.6%。</p>\n<p>据弗若斯特沙利文此前的测算,2019—2024年,卷烟与电子烟两者的市场规模年复合增速分别为5.2%和24.9%。</p>\n<p><b>政府部门将在多大程度上参照传统卷烟对电子烟进行监管,决定了电子烟市场规模的增速更接近5.2%还是24.9%,</b>这也正是近期电子烟产业链人心惶惶的原因。</p>\n<p><b>2</b></p>\n<p>加强监管的政策大方向出台后,有券商分析师认为,“电子烟在我国贡献大量就业(300万人)、出口创汇(500多亿),产业技术多掌握在中国企业手中,因此中烟对电子烟发展进行封堵的概率很小。后续中烟可能出台一系列配套措施促进产业健康发展。”</p>\n<p><b>甚至,监管越严,合规成本越高,竞争反而越弱,行业内的龙头公司会活得更好。</b></p>\n<p>但是,小巴不知道分析师、投资者是否想过一个问题:<b>企业应不应该有利润之上的追求?</b></p>\n<p>2015年,美国达特茅斯学院诺里斯科顿癌症中心进行过一项估算,当年美国有2070个成年人通过电子烟戒掉传统香烟,同时有16.8万青少年和青年因使用电子烟,而开始转向抽真烟,二者比例为1:81。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e93243df39e4440f8bfc9552c10871fb\" tg-width=\"1080\" tg-height=\"720\"><span>出售电子烟美国商店内,男子表演“吞云吐雾”</span></p>\n<p>也就是说,<b>电子烟在帮助一个老烟民戒烟的同时,拖了81个新烟民下水。</b></p>\n<p>而电子烟即便不如传统卷烟危害大,也并非无害:因吸食电子烟出现肺损伤的患者为数不少,这一疾病有了自己的名字——电子烟引发的肺损伤(E-Cigarette or Vaping Product Use-Associated Lung Injury)。</p>\n<p>此外,电子烟中的镍、铬等重金属以及香料添加剂都会对人体健康造成损伤。</p>\n<p><b>3</b></p>\n<p>电子烟应避免或减少对消费者健康的损害,疫苗公司不应生产问题疫苗,奶粉不应添加三聚氰胺……</p>\n<p>如果认可企业应该有利润之上的追求,而现实中部分企业做不到,那么投资者可以将这些公司列入负面清单,<b>进行ESG投资。</b></p>\n<p>与财务指标衡量公司对股东的回报不同,ESG投资强调从环境(Environment)、社会(Social)、公司治理(Corporate Governance)角度,<b>评估企业对社会的总回报。</b></p>\n<p>其中,环境领域主要关注资源消耗、废弃物污染等问题;</p>\n<p>社会领域则关注员工性别平衡、劳动规范、产品责任(召回事件)等问题;</p>\n<p>公司治理领域则关注贿赂和腐败、财务造假、管理层处罚等问题。</p>\n<p>这种投资理念最初起源于宗教徒朴素的道德观。</p>\n<p>例如,18世纪的美国卫理公会教徒(Methodists)拒绝投资与酒精、烟草、赌博或武器相关业务。</p>\n<p>19世纪末,贵格派教徒(Quakers)设立的资产管理机构,明确排除对武器、烟草或酒精相关公司的投资。</p>\n<p>20世纪六七十年代以来,反对种族歧视与性别歧视思潮兴起,工业化导致的环境污染、气候变暖、资源短缺等问题日渐严重,可持续发展成为社会大众普遍关注的话题。<b>投资管理业也开始倡导企业的社会责任,</b>因而有了ESG投资。</p>\n<p>*ESG投资因此也被称为责任投资。</p>\n<p>据联合国责任投资原则组织的统计,目前全球责任投资资产管理规模由2006年的不足7万亿美元增至目前超100万亿美元,其中包括中国主权财富基金、日本政府养老投资基金等许多投资机构。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ff9154cc6c045d9b36e748d55906056\" tg-width=\"908\" tg-height=\"549\"><span>全球ESG投资发展迅速</span></p>\n<p>在国内,早在2006年深交所就发布了《上市公司社会责任指引》,并逐渐确立了上市公司ESG信息披露基本框架。</p>\n<p>2019年,沪深300指数包含的300家上市公司中,有85%的公司发布了ESG报告,展示自身在履行社会责任方面的工作。</p>\n<p><b>4</b></p>\n<p>总的来说,ESG投资就是有价值观的投资,通过投资来表达自身对社会、政治和环境诉求:在获取投资回报的同时,为社会和环境带去正面影响。</p>\n<p>如果投资者广泛接受ESG投资的理念,用钱投票,那么就能通过市场化的方式引导公司改变行为,实现商业价值与社会价值的并重。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e93243df39e4440f8bfc9552c10871fb","relate_stocks":{"300014":"亿纬锂能","RLX":"雾芯科技","06969":"思摩尔国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123289074","content_text":"君子爱财,取之有道。\n\n3月23日,对在港、美、A股上市的电子烟产业链来说是一个流血之日,无人幸免。\n电子烟品牌零售商雾芯科技股价腰斩;电子烟制造商思摩尔当日暴跌27.22%;产业链上游的电池生产商亿纬锂能也未能幸免,全天下跌15.85%。\n消息公布后,雾芯科技股价一路下跌\n“血光之灾”的成因,是政府加强了对电子烟的监管。\n3月22日,工信部对《关于修改〈中华人民共和国烟草专卖法实施条例〉》公开征求意见,附则中增加了一条内容——电子烟等新型烟草制品参照本条例中关于卷烟的有关规定执行。\n新规对电子烟行业有何影响?\n1\n在中国,普通消费品归市场监督管理局管理,药品归药监局管理,烟草归烟草专卖局管理。此前,电子烟是一个身份模糊的产品,行业的发展史可以概括为监管套利史。\n比如,传统卷烟不允许发布广告、不允许在互联网平台销售,而电子烟在2019年11月之前并未受到限制;\n传统卷烟的生产、批发、零售都必须申请许可证,电子烟不用;\n传统的卷烟要在包装外明显标注“吸烟有害健康”的字样,电子烟不用。\n除了对行业经营的限制,还有税率。\n众所周知,烟草行业是一个“重税”行业,自2014年以来中国烟草业每年的利税总额都超过1万亿元,贡献5%以上的财政收入。\n此前,电子烟按普通消费品征税,主要缴纳企业增值税+城市建设维护税和教育费附加,合计税率约20%多。\n作为高科技公司,电子烟制造商思摩尔还享有企业所得税优惠,从25%降至15%。 \n电子烟享受了高科技公司的待遇\n收购烟叶要交20%的烟叶税,烟叶生产烟丝要交30%的税,在卷烟的生产环节从量与从价交两笔税,分别按支(每条烟0.003元)收和按价收36%—56%,批发环节还得交税。\n调整后的烟消费税税目税率表\n国家烟草专卖局烟草经济研究所发布的《2018年中国控烟履约进展报告》显示,目前我国卷烟的综合税率为66.6%。\n据弗若斯特沙利文此前的测算,2019—2024年,卷烟与电子烟两者的市场规模年复合增速分别为5.2%和24.9%。\n政府部门将在多大程度上参照传统卷烟对电子烟进行监管,决定了电子烟市场规模的增速更接近5.2%还是24.9%,这也正是近期电子烟产业链人心惶惶的原因。\n2\n加强监管的政策大方向出台后,有券商分析师认为,“电子烟在我国贡献大量就业(300万人)、出口创汇(500多亿),产业技术多掌握在中国企业手中,因此中烟对电子烟发展进行封堵的概率很小。后续中烟可能出台一系列配套措施促进产业健康发展。”\n甚至,监管越严,合规成本越高,竞争反而越弱,行业内的龙头公司会活得更好。\n但是,小巴不知道分析师、投资者是否想过一个问题:企业应不应该有利润之上的追求?\n2015年,美国达特茅斯学院诺里斯科顿癌症中心进行过一项估算,当年美国有2070个成年人通过电子烟戒掉传统香烟,同时有16.8万青少年和青年因使用电子烟,而开始转向抽真烟,二者比例为1:81。\n出售电子烟美国商店内,男子表演“吞云吐雾”\n也就是说,电子烟在帮助一个老烟民戒烟的同时,拖了81个新烟民下水。\n而电子烟即便不如传统卷烟危害大,也并非无害:因吸食电子烟出现肺损伤的患者为数不少,这一疾病有了自己的名字——电子烟引发的肺损伤(E-Cigarette or Vaping Product Use-Associated Lung Injury)。\n此外,电子烟中的镍、铬等重金属以及香料添加剂都会对人体健康造成损伤。\n3\n电子烟应避免或减少对消费者健康的损害,疫苗公司不应生产问题疫苗,奶粉不应添加三聚氰胺……\n如果认可企业应该有利润之上的追求,而现实中部分企业做不到,那么投资者可以将这些公司列入负面清单,进行ESG投资。\n与财务指标衡量公司对股东的回报不同,ESG投资强调从环境(Environment)、社会(Social)、公司治理(Corporate Governance)角度,评估企业对社会的总回报。\n其中,环境领域主要关注资源消耗、废弃物污染等问题;\n社会领域则关注员工性别平衡、劳动规范、产品责任(召回事件)等问题;\n公司治理领域则关注贿赂和腐败、财务造假、管理层处罚等问题。\n这种投资理念最初起源于宗教徒朴素的道德观。\n例如,18世纪的美国卫理公会教徒(Methodists)拒绝投资与酒精、烟草、赌博或武器相关业务。\n19世纪末,贵格派教徒(Quakers)设立的资产管理机构,明确排除对武器、烟草或酒精相关公司的投资。\n20世纪六七十年代以来,反对种族歧视与性别歧视思潮兴起,工业化导致的环境污染、气候变暖、资源短缺等问题日渐严重,可持续发展成为社会大众普遍关注的话题。投资管理业也开始倡导企业的社会责任,因而有了ESG投资。\n*ESG投资因此也被称为责任投资。\n据联合国责任投资原则组织的统计,目前全球责任投资资产管理规模由2006年的不足7万亿美元增至目前超100万亿美元,其中包括中国主权财富基金、日本政府养老投资基金等许多投资机构。\n全球ESG投资发展迅速\n在国内,早在2006年深交所就发布了《上市公司社会责任指引》,并逐渐确立了上市公司ESG信息披露基本框架。\n2019年,沪深300指数包含的300家上市公司中,有85%的公司发布了ESG报告,展示自身在履行社会责任方面的工作。\n4\n总的来说,ESG投资就是有价值观的投资,通过投资来表达自身对社会、政治和环境诉求:在获取投资回报的同时,为社会和环境带去正面影响。\n如果投资者广泛接受ESG投资的理念,用钱投票,那么就能通过市场化的方式引导公司改变行为,实现商业价值与社会价值的并重。","news_type":1,"symbols_score_info":{"300014":0.9,"06969":0.9,"RLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602377965,"gmtCreate":1638977377361,"gmtModify":1638977377361,"author":{"id":"3545494174242556","authorId":"3545494174242556","name":"williamccc","avatar":"https://static.tigerbbs.com/bb7ee6f72c569a9ad2e06e5e4c7ec9f3","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545494174242556","authorIdStr":"3545494174242556"},"themes":[],"htmlText":"<a 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