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IP属地:浙江
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Anyso
2025-05-27
$拼多多(PDD)$
TEMU在关税下也不好过,欧洲市场还好一点,但对卖家罚款很厉害
Anyso
2025-02-21
蜜雪1年开了好多店连我们小区都开了估计挣不到钱
蜜雪冰城孖展申购已近2000倍!老虎国际开放全员108倍杠杆融资申购
Anyso
2025-02-14
$Quantumscape Corp.(QS)$
又回来了
Anyso
2024-01-22
这么高买的吗
@千島:
$Quantumscape Corp.(QS)$
Anyso
2023-11-13
$波音(BA)$
170架订单马上到位
Anyso
2023-05-03
$标普500(.SPX)$
美国自做自受,自己印了那么多钱还要加息,银行迟早倒闭没有人贷款了,都去吃银行的利息银行拿什么付利息,所以银行倒闭了,美国本来想割一波的,现在不好割了,还把自己划一刀,越加息越死,
Anyso
2022-10-29
$阿里巴巴(BABA)$
抖音一个主播干出215亿,世道变了,以前说开网店如果不跟马云分着吃哪里有生意,赚了充直通车还会给你带点单子,现在即使直通充值钱点完了也没有什么成交量,还亏本流量没了被其他的平台弄走了。抖音更狠不充没有流量,充了有流量,没有成交量,
Anyso
2022-10-29
$小鹏汽车(XPEV)$
美国如果过不好世界都要跟着遭罪
Anyso
2022-04-28
$滴滴(DIDI)$
什么时候退市
Anyso
2022-04-19
自愿退市,真的自原吗?美国股东的利益怎么赔偿想好了吧,16元干到2元,
滴滴将发起退市投票,股票持有者该怎么办?
Anyso
2021-07-19
$滴滴(DIDI)$
假如滴滴在国内上市,也会跟蚂蚁金服一样上市前被叫停吗?
Anyso
2021-07-17
$滴滴(DIDI)$
滴滴抢先在国家法律出台前悄悄上市,不查你查谁,出台法律后难上市了
Anyso
2021-07-09
$滴滴(DIDI)$
滴滴为什么火急火燎的在美国上市,难道已经知道有人查它了,
Anyso
2020-12-29
$阿里巴巴(BABA)$
完了,刚刚搜一下唯品会的鞋子都比淘宝便宜,由于新人还减30元,算一起便宜50以上,阿里已醉翁之意不在酒,蚂蚁金融才是他的最终目标,
Anyso
2020-12-24
$阿里巴巴(BABA)$
阿里巴巴跌多少,拼多多就涨多少,气人不
Anyso
2020-12-24
$拼多多(PDD)$
不可否认拼多多烧钱赢得了广大用户,阿里巴巴都有分红,而拼多多把赚到的钱又返回给用户,这一招是阿里走下坡路的原因之一,两块也包邮,去拼多多只要求能用,货呢比假货还假,拼多多得出结论便宜才是最好的
Anyso
2020-12-07
$跟谁学(GSX)$
什么路数
Anyso
2020-11-27
$云集(YJ)$
管住手很重要
Anyso
2020-11-25
$拼多多(PDD)$
刚刚说拼多多的好,今天收到了33元优惠券,加2.2元,买了35.2元的东西
Anyso
2020-11-25
有华为电子,没华为电子区別不大,
新能源汽车一日连遭2大利空,影响有多大?
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> TEMU在关税下也不好过,欧洲市场还好一点,但对卖家罚款很厉害","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> TEMU在关税下也不好过,欧洲市场还好一点,但对卖家罚款很厉害","text":"$拼多多(PDD)$ TEMU在关税下也不好过,欧洲市场还好一点,但对卖家罚款很厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439591906620296","isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405971123888448,"gmtCreate":1740141109251,"gmtModify":1740141111178,"author":{"id":"3545621619411559","authorId":"3545621619411559","name":"Anyso","avatar":"https://static.tigerbbs.com/f72628cb5ca829993b5810c31898b018","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545621619411559","authorIdStr":"3545621619411559"},"themes":[],"htmlText":"蜜雪1年开了好多店连我们小区都开了估计挣不到钱","listText":"蜜雪1年开了好多店连我们小区都开了估计挣不到钱","text":"蜜雪1年开了好多店连我们小区都开了估计挣不到钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405971123888448","repostId":"1183321781","repostType":2,"repost":{"id":"1183321781","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":1740357102,"share":"https://www.laohu8.com/m/news/1183321781?lang=zh_CN&edition=full","pubTime":"2025-02-24 08:31","market":"hk","language":"zh","title":"蜜雪冰城孖展申购已近2000倍!老虎国际开放全员108倍杠杆融资申购","url":"https://stock-news.laohu8.com/highlight/detail?id=1183321781","media":"老虎资讯综合","summary":"蜜雪冰城旗下有现制茶饮品牌“蜜雪冰城”和现磨咖啡品牌“幸运咖”。2023年和2024年1月至9月,蜜雪冰城网络分别实现饮品出杯量约74亿杯及71亿杯。根据灼识咨询的报告,按照截至2024年9月30日门店数计,蜜雪冰城是中国及全球最大的现制饮品企业。按照2023年的终端零售额计,蜜雪冰城是中国第一、全球第四的现制饮品企业,在中国及全球的市场份额分别约为11.3%及2.2%。","content":"<html><head></head><body><p>上周五(2月21日)开启招股的茶饮巨头 <a href=\"https://laohu8.com/S/02097\">蜜雪集团</a> 认购情况火热,截至发稿融资申购金额已达到6622亿港元,孖展倍数超1916.96倍:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/783adfe675cb656232c9aa5dc6db3d6d\" title=\"\" tg-width=\"1224\" tg-height=\"2187\"/></p><p>老虎国际已加开【全员108倍】杠杆额度,需1手本金,最低需申购 100 手,孖展利率0%!</p><p>补额时间:已开启无限额度</p><p>申购截止:2025.02.26 8:00(预计)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e938e73f5c7a4428633a0df3474ec0\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h3 id=\"id_98235178\" style=\"text-align: start;\">招股信息速递:每股202.5港元,募资约33亿港元</h3><ul style=\"\"><li><p><strong>招股时间</strong>:2月21日至2月26日,3月3日正式敲钟。</p></li><li><p><strong>发行规模</strong>:全球发售1705.99万股,其中国际配售占90%(约1535.39万股),香港公开发售占10%(约170.60万股)。</p></li><li><p><strong>发行价</strong>:每股202.50港元,每手100股,入场费约2万港元。</p></li><li><p><strong>保荐天团</strong>:美林证券、高盛和瑞银集团三大投行保驾护航。</p></li><li><p><strong>募资用途</strong>:约70%用于扩大供应链及产能,15%投入数字化升级,10%拓展海外市场,5%补充营运资金。</p></li></ul><hr/><h3 id=\"id_1111505328\" style=\"text-align: start;\">公司档案:从“寒流刨冰”到全球现制饮品霸主</h3><ul style=\"\"><li><p><strong>门店规模</strong>:截至2024年9月,全球门店超4.5万家,覆盖中国及海外11国(包括印尼、越南、澳大利亚等),海外门店约4800家。仅中国三线及以下城市门店占比就达57.2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1dd4e74d6bc99c17ccca3baca8506375\" title=\"\" tg-width=\"726\" tg-height=\"642\"/></p></li><li><p><strong>产品矩阵</strong>:王牌品牌“蜜雪冰城”(茶饮)贡献95%以上收入,副牌“幸运咖”(咖啡)加速扩张,2024年前9个月卖出71亿杯饮品,冰鲜柠檬水、冰淇淋单品销量均破10亿杯。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a542898355d4d6eda89e1ffbabeddcc2\" title=\"\" tg-width=\"1122\" tg-height=\"628\"/></p><ul style=\"\"><li><p><strong>供应链狠角色</strong>:自建五大生产基地(年产能165万吨)、全球38国采购网络、27个仓库组成的物流体系,90%中国县级区域实现12小时配送,堪称“奶茶界的基建狂魔”。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8d835a084cd523ba6b30fb44cb14ee9\" title=\"\" tg-width=\"1183\" tg-height=\"685\"/></p><hr/><h3 id=\"id_498175274\" style=\"text-align: start;\">吸金力Max的财务表现</h3><ul style=\"\"><li><p><strong>营收增长</strong>:2022年至2024年前9个月,收入从135.76亿元飙至186.6亿元,年复合增长率超40%。</p></li><li><p><strong>利润狂飙</strong>:同期净利润从20.13亿元跃升至34.91亿元,2024年前9个月净利率高达18.7%,比2022年提升近4个百分点。</p></li><li><p><strong>现金流充沛</strong>:账上现金近60亿,经营活动现金流51亿,妥妥的“现金奶牛”。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dcc4d638c7e64d1b5edc886c5e79a05\" title=\"\" tg-width=\"781\" tg-height=\"792\"/></p><hr/><h3 id=\"id_423560647\" style=\"text-align: start;\">基石投资者阵容:国际资本抢滩“奶茶经济”</h3><p style=\"text-align: start;\">蜜雪冰城此次IPO引入5家豪华基石投资者,合计认购2亿美元(约15.58亿港元),堪称“全明星阵容”:</p><ol start=\"1\" style=\"\"><li><p><strong>M&G Investments(英卓投资管理)</strong>:英国资管巨头,豪掷6000万美元,首次重仓中国消费股。</p></li><li><p><strong>红杉中国</strong>:消费赛道老玩家,加码6000万美元,持续押注现制饮品风口。</p></li><li><p><strong>博裕资本</strong>:4000万美元入场,曾投资阿里、美团,此次瞄准蜜雪冰城下沉市场潜力。</p></li><li><p><strong>高瓴资本 & 美团龙珠</strong>:Pre-IPO轮已布局,此次再跟投,用真金白银为“雪王”全球化站台。</p></li></ol><hr/><h3 id=\"id_3235828881\" style=\"text-align: start;\">未来看点:奶茶江湖的超级巨头如何破局?</h3><p style=\"text-align: start;\">蜜雪冰城的目标不仅是“全球门店第一”,更计划借上市东风加码供应链、数字化和海外扩张。东南亚市场(印尼、越南)已成海外主战场,未来或向欧美渗透。</p><p style=\"text-align: start;\">而“幸运咖”能否复制蜜雪冰城的平价神话,与瑞幸、星巴克正面刚,也值得期待。</p><p style=\"text-align: start;\">从郑州街边小店到港股准上市公司,蜜雪冰城用28年时间证明,“高质平价”才是消费赛道的终极密码。这次IPO能否让“雪王”在全球饮品市场再下一城?3月3日港交所见分晓。</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>蜜雪冰城孖展申购已近2000倍!老虎国际开放全员108倍杠杆融资申购</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; 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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蜜雪冰城孖展申购已近2000倍!老虎国际开放全员108倍杠杆融资申购\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\">2025-02-24 08:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>上周五(2月21日)开启招股的茶饮巨头 <a href=\"https://laohu8.com/S/02097\">蜜雪集团</a> 认购情况火热,截至发稿融资申购金额已达到6622亿港元,孖展倍数超1916.96倍:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/783adfe675cb656232c9aa5dc6db3d6d\" title=\"\" tg-width=\"1224\" tg-height=\"2187\"/></p><p>老虎国际已加开【全员108倍】杠杆额度,需1手本金,最低需申购 100 手,孖展利率0%!</p><p>补额时间:已开启无限额度</p><p>申购截止:2025.02.26 8:00(预计)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1e938e73f5c7a4428633a0df3474ec0\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><h3 id=\"id_98235178\" style=\"text-align: start;\">招股信息速递:每股202.5港元,募资约33亿港元</h3><ul style=\"\"><li><p><strong>招股时间</strong>:2月21日至2月26日,3月3日正式敲钟。</p></li><li><p><strong>发行规模</strong>:全球发售1705.99万股,其中国际配售占90%(约1535.39万股),香港公开发售占10%(约170.60万股)。</p></li><li><p><strong>发行价</strong>:每股202.50港元,每手100股,入场费约2万港元。</p></li><li><p><strong>保荐天团</strong>:美林证券、高盛和瑞银集团三大投行保驾护航。</p></li><li><p><strong>募资用途</strong>:约70%用于扩大供应链及产能,15%投入数字化升级,10%拓展海外市场,5%补充营运资金。</p></li></ul><hr/><h3 id=\"id_1111505328\" style=\"text-align: start;\">公司档案:从“寒流刨冰”到全球现制饮品霸主</h3><ul style=\"\"><li><p><strong>门店规模</strong>:截至2024年9月,全球门店超4.5万家,覆盖中国及海外11国(包括印尼、越南、澳大利亚等),海外门店约4800家。仅中国三线及以下城市门店占比就达57.2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1dd4e74d6bc99c17ccca3baca8506375\" title=\"\" tg-width=\"726\" tg-height=\"642\"/></p></li><li><p><strong>产品矩阵</strong>:王牌品牌“蜜雪冰城”(茶饮)贡献95%以上收入,副牌“幸运咖”(咖啡)加速扩张,2024年前9个月卖出71亿杯饮品,冰鲜柠檬水、冰淇淋单品销量均破10亿杯。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a542898355d4d6eda89e1ffbabeddcc2\" title=\"\" tg-width=\"1122\" tg-height=\"628\"/></p><ul style=\"\"><li><p><strong>供应链狠角色</strong>:自建五大生产基地(年产能165万吨)、全球38国采购网络、27个仓库组成的物流体系,90%中国县级区域实现12小时配送,堪称“奶茶界的基建狂魔”。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8d835a084cd523ba6b30fb44cb14ee9\" title=\"\" tg-width=\"1183\" tg-height=\"685\"/></p><hr/><h3 id=\"id_498175274\" style=\"text-align: start;\">吸金力Max的财务表现</h3><ul style=\"\"><li><p><strong>营收增长</strong>:2022年至2024年前9个月,收入从135.76亿元飙至186.6亿元,年复合增长率超40%。</p></li><li><p><strong>利润狂飙</strong>:同期净利润从20.13亿元跃升至34.91亿元,2024年前9个月净利率高达18.7%,比2022年提升近4个百分点。</p></li><li><p><strong>现金流充沛</strong>:账上现金近60亿,经营活动现金流51亿,妥妥的“现金奶牛”。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dcc4d638c7e64d1b5edc886c5e79a05\" title=\"\" tg-width=\"781\" tg-height=\"792\"/></p><hr/><h3 id=\"id_423560647\" style=\"text-align: start;\">基石投资者阵容:国际资本抢滩“奶茶经济”</h3><p style=\"text-align: start;\">蜜雪冰城此次IPO引入5家豪华基石投资者,合计认购2亿美元(约15.58亿港元),堪称“全明星阵容”:</p><ol start=\"1\" style=\"\"><li><p><strong>M&G Investments(英卓投资管理)</strong>:英国资管巨头,豪掷6000万美元,首次重仓中国消费股。</p></li><li><p><strong>红杉中国</strong>:消费赛道老玩家,加码6000万美元,持续押注现制饮品风口。</p></li><li><p><strong>博裕资本</strong>:4000万美元入场,曾投资阿里、美团,此次瞄准蜜雪冰城下沉市场潜力。</p></li><li><p><strong>高瓴资本 & 美团龙珠</strong>:Pre-IPO轮已布局,此次再跟投,用真金白银为“雪王”全球化站台。</p></li></ol><hr/><h3 id=\"id_3235828881\" style=\"text-align: start;\">未来看点:奶茶江湖的超级巨头如何破局?</h3><p style=\"text-align: start;\">蜜雪冰城的目标不仅是“全球门店第一”,更计划借上市东风加码供应链、数字化和海外扩张。东南亚市场(印尼、越南)已成海外主战场,未来或向欧美渗透。</p><p style=\"text-align: start;\">而“幸运咖”能否复制蜜雪冰城的平价神话,与瑞幸、星巴克正面刚,也值得期待。</p><p style=\"text-align: start;\">从郑州街边小店到港股准上市公司,蜜雪冰城用28年时间证明,“高质平价”才是消费赛道的终极密码。这次IPO能否让“雪王”在全球饮品市场再下一城?3月3日港交所见分晓。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31eabfc11a6fe44344227805925267a0","relate_stocks":{"02097":"蜜雪集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183321781","content_text":"上周五(2月21日)开启招股的茶饮巨头 蜜雪集团 认购情况火热,截至发稿融资申购金额已达到6622亿港元,孖展倍数超1916.96倍:老虎国际已加开【全员108倍】杠杆额度,需1手本金,最低需申购 100 手,孖展利率0%!补额时间:已开启无限额度申购截止:2025.02.26 8:00(预计)招股信息速递:每股202.5港元,募资约33亿港元招股时间:2月21日至2月26日,3月3日正式敲钟。发行规模:全球发售1705.99万股,其中国际配售占90%(约1535.39万股),香港公开发售占10%(约170.60万股)。发行价:每股202.50港元,每手100股,入场费约2万港元。保荐天团:美林证券、高盛和瑞银集团三大投行保驾护航。募资用途:约70%用于扩大供应链及产能,15%投入数字化升级,10%拓展海外市场,5%补充营运资金。公司档案:从“寒流刨冰”到全球现制饮品霸主门店规模:截至2024年9月,全球门店超4.5万家,覆盖中国及海外11国(包括印尼、越南、澳大利亚等),海外门店约4800家。仅中国三线及以下城市门店占比就达57.2%。产品矩阵:王牌品牌“蜜雪冰城”(茶饮)贡献95%以上收入,副牌“幸运咖”(咖啡)加速扩张,2024年前9个月卖出71亿杯饮品,冰鲜柠檬水、冰淇淋单品销量均破10亿杯。供应链狠角色:自建五大生产基地(年产能165万吨)、全球38国采购网络、27个仓库组成的物流体系,90%中国县级区域实现12小时配送,堪称“奶茶界的基建狂魔”。吸金力Max的财务表现营收增长:2022年至2024年前9个月,收入从135.76亿元飙至186.6亿元,年复合增长率超40%。利润狂飙:同期净利润从20.13亿元跃升至34.91亿元,2024年前9个月净利率高达18.7%,比2022年提升近4个百分点。现金流充沛:账上现金近60亿,经营活动现金流51亿,妥妥的“现金奶牛”。基石投资者阵容:国际资本抢滩“奶茶经济”蜜雪冰城此次IPO引入5家豪华基石投资者,合计认购2亿美元(约15.58亿港元),堪称“全明星阵容”:M&G Investments(英卓投资管理):英国资管巨头,豪掷6000万美元,首次重仓中国消费股。红杉中国:消费赛道老玩家,加码6000万美元,持续押注现制饮品风口。博裕资本:4000万美元入场,曾投资阿里、美团,此次瞄准蜜雪冰城下沉市场潜力。高瓴资本 & 美团龙珠:Pre-IPO轮已布局,此次再跟投,用真金白银为“雪王”全球化站台。未来看点:奶茶江湖的超级巨头如何破局?蜜雪冰城的目标不仅是“全球门店第一”,更计划借上市东风加码供应链、数字化和海外扩张。东南亚市场(印尼、越南)已成海外主战场,未来或向欧美渗透。而“幸运咖”能否复制蜜雪冰城的平价神话,与瑞幸、星巴克正面刚,也值得期待。从郑州街边小店到港股准上市公司,蜜雪冰城用28年时间证明,“高质平价”才是消费赛道的终极密码。这次IPO能否让“雪王”在全球饮品市场再下一城?3月3日港交所见分晓。","news_type":1,"symbols_score_info":{"02097":1.1}},"isVote":1,"tweetType":1,"viewCount":2427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403514366632608,"gmtCreate":1739539678246,"gmtModify":1739539679711,"author":{"id":"3545621619411559","authorId":"3545621619411559","name":"Anyso","avatar":"https://static.tigerbbs.com/f72628cb5ca829993b5810c31898b018","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545621619411559","authorIdStr":"3545621619411559"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$ </a> 又回来了","listText":"<a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$ </a> 又回来了","text":"$Quantumscape Corp.(QS)$ 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href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>美国如果过不好世界都要跟着遭罪","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>美国如果过不好世界都要跟着遭罪","text":"$小鹏汽车(XPEV)$美国如果过不好世界都要跟着遭罪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665106564","isVote":1,"tweetType":1,"viewCount":3082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618590272,"gmtCreate":1651076949239,"gmtModify":1651076949239,"author":{"id":"3545621619411559","authorId":"3545621619411559","name":"Anyso","avatar":"https://static.tigerbbs.com/f72628cb5ca829993b5810c31898b018","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545621619411559","authorIdStr":"3545621619411559"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>什么时候退市","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>什么时候退市","text":"$滴滴(DIDI)$什么时候退市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618590272","isVote":1,"tweetType":1,"viewCount":3176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611121548,"gmtCreate":1650366360586,"gmtModify":1650366926855,"author":{"id":"3545621619411559","authorId":"3545621619411559","name":"Anyso","avatar":"https://static.tigerbbs.com/f72628cb5ca829993b5810c31898b018","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545621619411559","authorIdStr":"3545621619411559"},"themes":[],"htmlText":"自愿退市,真的自原吗?美国股东的利益怎么赔偿想好了吧,16元干到2元,","listText":"自愿退市,真的自原吗?美国股东的利益怎么赔偿想好了吧,16元干到2元,","text":"自愿退市,真的自原吗?美国股东的利益怎么赔偿想好了吧,16元干到2元,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611121548","repostId":"1104106274","repostType":2,"repost":{"id":"1104106274","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":1650327648,"share":"https://www.laohu8.com/m/news/1104106274?lang=zh_CN&edition=full","pubTime":"2022-04-19 08:20","market":"sh","language":"zh","title":"滴滴将发起退市投票,股票持有者该怎么办?","url":"https://stock-news.laohu8.com/highlight/detail?id=1104106274","media":"老虎资讯综合","summary":"4月16日,滴滴发布公告称,将于2022年5月23日19:00举行特别股东大会,就本公司的美国存托股票在纽约证券交易所的自愿退市进行投票,在退市完成前,本公司将不会申请其股份在其他任何证券交易所上市。","content":"<html><head></head><body><p>4月16日,<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>发布公告称,将于2022年5月23日19:00举行特别股东大会,就本公司的美国存托股票在纽约证券交易所的自愿退市进行投票,在退市完成前,本公司将不会申请其股份在其他任何证券交易所上市。</p><p>滴滴公告称,在特别股东大会上,滴滴的A类和B类普通股的股东均将以每股一票的方式投票。滴滴将继续尝试在另一家国际认可的交易所上市的可能性。<img src=\"https://static.tigerbbs.com/933ab6a30ac2f24d2738847f47d1fb47\" tg-width=\"1843\" tg-height=\"821\" referrerpolicy=\"no-referrer\"/>对此,证监会回应称:这是企业根据市场和自身情况作出的自主决策。证监会一贯坚持企业境外上市活动应当遵守上市地和经营地的法律法规和监管规则,要求上市公司切实保护投资者,尤其是中小投资者的合法权益。滴滴自主退市这一特定个案,与其他在美上市中概股无关,与目前正在进行的中美审计监管合作磋商无关,不影响双方合作进程。</p><p><span style=\"color:rgba(245,166,35,1);\"><b>什么是自愿退市?</b></span></p><p>按照美国证券法的规定,美国上市公司的董事会可决议批准自愿退市,随后书面通知交易所并在10日内向SEC提交Form-25,从而完成退市。值得注意的是,按照上述程序自愿退市的公司的股份可继续以场外方式(OTC)交易。</p><p>自愿退市并不受制于严苛的股东审批要求(除非注册地公司法有特殊要求)。</p><p><span style=\"color:rgba(245,166,35,1);\"><b>公告背后有哪些信息值得关注?</b></span></p><p>首先,据市场人士分析,根据滴滴官网发布的公告显示,由于滴滴完成退市前,不会申请在其他易所上市,打消股份在其他交易所先上市,做好美股投资者无缝交接的念头,即现时持持股权的股东,将一直持有股份,在退市后若想交易,将于OTC粉单市场自行买卖。根据通告,在退市完成后,持有公司ADS或普通股的股东,或会在OTC粉单市场交易,滴滴将不会介入(involvement)。</p><p>由于交易难度增加,一般投资者会投票赞成退市的意愿减低,加上没有提及用一个理想的价钱私有化,若退市表决获得通过,对股价仍有压力。<b>公告指出,下周四(4月28号)是公司确定哪些股东在5月23日退市决议中能够拥有投票权的最后一天。</b></p><p>另外,有分析指出,滴滴公告提及这是自愿退市(voluntary delisting),不是私有化(private transaction),也不是公开市场回购(open-market purchases)。这里面区别很大,自愿退市没有底价,只要有股东决议就可以摘牌了。</p><p><span style=\"color:rgba(245,166,35,1);\"><b>至于股东的投票意愿如何?</b></span></p><p>据香港经济日报,目前,滴滴ADS发行A类股份43.54亿份,1股普通股相当于4股ADS,即10.885亿股普通股,B类股份1.17亿股,原为一股10票,不过退市投票时,A、B类股份均为一票,即12.06亿票。</p><p>构机投资者方面,GALILEO(PTC)LTD持有 7,588.4万股ADS,即1897万股普通股或1.57%,DAVIS SELECTED ADVISERS持有4,748.8万ADS,持股约1%,BEDFORD RIDGE CAPITAL LP持有4,581.5万股ADS,持股约1%,其是新增持仓。</p><p><b>虽然机构投资者或各有取态,软银、Uber等上市前投资者已持有45.05%,该媒体预期获过半数支持退市,难度不会太大。</b></p><p><b>在了解美股退市相关情况之前,首先需要明确的是,退市并不相当于企业破产,也不意味着该股股票完全退出流通。</b></p><p><b><span style=\"color:rgba(245,166,35,1);\">那么对于持有滴滴的投资者来说,自愿退市到底意味着什么?</span></b></p><p>作为与私有化交易实质不同的退市方式,<b>自愿退市至少有以下不确定性及风险:</b></p><blockquote>1、虽然自愿退市无需受制于SEC或交易所的批准,但SEC有权为衡量退市是否符合美国证券法规定之目的而推迟退市生效时间、亦有权为保护投资者之目的而决定对退市施加额外条件;</blockquote><blockquote>2、自愿退市完成后,因不涉及收购方对非公众股东所持股份的收购,上市公司将保留众多利益不统一的小股东(包括存托股票或存托凭证持有人)。虽然非关联小股东无权直接要求上市公司或控股股东回购/收购其持有的股份,但其将继续就相应股份享有投票权和分红权(若有);</blockquote><blockquote>3、若小股东认为批准自愿退市的决定的董事违反了其信义义务(Fiduciary Duties),则有可能就该董事提起诉讼——特别是若上市公司经董事会决定自愿退市后,短时间内上市公司的控股股东或其他关联方提议以较低价格收购小股东所持股份;以及</blockquote><blockquote>4、自愿退市后,上市公司股东所持股份虽然可以继续进行场外交易,但此时流动性及股价将显著低于在纽交所等交易所交易时的情形。</blockquote><p>自愿退市应符合上市公司注册地适用法律之规定及美国证券法。但是,在自愿退市的情形下,上市公司无需像私有化交易一样受规则13e-3的诸多限制,一般亦无需股东大会审议通过(除非公司章程另有规定),且小股东通常并无异议权。</p><p>相比私有化退市,自愿退市在流程上简单很多、所需时间亦相应较短。对于仅希望实现退市、并不强调清理非关联小股东的上市公司而言,自愿退市无疑具有不小的吸引力。<img src=\"https://static.tigerbbs.com/67bd32797c869b75100719f6f946eb5b\" tg-width=\"772\" tg-height=\"1541\" width=\"100%\" height=\"auto\"/></p><p>资本市场风云瞬息万变,进入与退出都是市场常态,退市制度是资本市场健康发展的基础性制度之一。<b>对于滴滴退市事宜的后续进展,投资者仍需以公司公告为准。</b></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>滴滴将发起退市投票,股票持有者该怎么办?</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滴滴将发起退市投票,股票持有者该怎么办?\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\">2022-04-19 08:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月16日,<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>发布公告称,将于2022年5月23日19:00举行特别股东大会,就本公司的美国存托股票在纽约证券交易所的自愿退市进行投票,在退市完成前,本公司将不会申请其股份在其他任何证券交易所上市。</p><p>滴滴公告称,在特别股东大会上,滴滴的A类和B类普通股的股东均将以每股一票的方式投票。滴滴将继续尝试在另一家国际认可的交易所上市的可能性。<img src=\"https://static.tigerbbs.com/933ab6a30ac2f24d2738847f47d1fb47\" tg-width=\"1843\" tg-height=\"821\" referrerpolicy=\"no-referrer\"/>对此,证监会回应称:这是企业根据市场和自身情况作出的自主决策。证监会一贯坚持企业境外上市活动应当遵守上市地和经营地的法律法规和监管规则,要求上市公司切实保护投资者,尤其是中小投资者的合法权益。滴滴自主退市这一特定个案,与其他在美上市中概股无关,与目前正在进行的中美审计监管合作磋商无关,不影响双方合作进程。</p><p><span style=\"color:rgba(245,166,35,1);\"><b>什么是自愿退市?</b></span></p><p>按照美国证券法的规定,美国上市公司的董事会可决议批准自愿退市,随后书面通知交易所并在10日内向SEC提交Form-25,从而完成退市。值得注意的是,按照上述程序自愿退市的公司的股份可继续以场外方式(OTC)交易。</p><p>自愿退市并不受制于严苛的股东审批要求(除非注册地公司法有特殊要求)。</p><p><span style=\"color:rgba(245,166,35,1);\"><b>公告背后有哪些信息值得关注?</b></span></p><p>首先,据市场人士分析,根据滴滴官网发布的公告显示,由于滴滴完成退市前,不会申请在其他易所上市,打消股份在其他交易所先上市,做好美股投资者无缝交接的念头,即现时持持股权的股东,将一直持有股份,在退市后若想交易,将于OTC粉单市场自行买卖。根据通告,在退市完成后,持有公司ADS或普通股的股东,或会在OTC粉单市场交易,滴滴将不会介入(involvement)。</p><p>由于交易难度增加,一般投资者会投票赞成退市的意愿减低,加上没有提及用一个理想的价钱私有化,若退市表决获得通过,对股价仍有压力。<b>公告指出,下周四(4月28号)是公司确定哪些股东在5月23日退市决议中能够拥有投票权的最后一天。</b></p><p>另外,有分析指出,滴滴公告提及这是自愿退市(voluntary delisting),不是私有化(private transaction),也不是公开市场回购(open-market purchases)。这里面区别很大,自愿退市没有底价,只要有股东决议就可以摘牌了。</p><p><span style=\"color:rgba(245,166,35,1);\"><b>至于股东的投票意愿如何?</b></span></p><p>据香港经济日报,目前,滴滴ADS发行A类股份43.54亿份,1股普通股相当于4股ADS,即10.885亿股普通股,B类股份1.17亿股,原为一股10票,不过退市投票时,A、B类股份均为一票,即12.06亿票。</p><p>构机投资者方面,GALILEO(PTC)LTD持有 7,588.4万股ADS,即1897万股普通股或1.57%,DAVIS SELECTED ADVISERS持有4,748.8万ADS,持股约1%,BEDFORD RIDGE CAPITAL LP持有4,581.5万股ADS,持股约1%,其是新增持仓。</p><p><b>虽然机构投资者或各有取态,软银、Uber等上市前投资者已持有45.05%,该媒体预期获过半数支持退市,难度不会太大。</b></p><p><b>在了解美股退市相关情况之前,首先需要明确的是,退市并不相当于企业破产,也不意味着该股股票完全退出流通。</b></p><p><b><span style=\"color:rgba(245,166,35,1);\">那么对于持有滴滴的投资者来说,自愿退市到底意味着什么?</span></b></p><p>作为与私有化交易实质不同的退市方式,<b>自愿退市至少有以下不确定性及风险:</b></p><blockquote>1、虽然自愿退市无需受制于SEC或交易所的批准,但SEC有权为衡量退市是否符合美国证券法规定之目的而推迟退市生效时间、亦有权为保护投资者之目的而决定对退市施加额外条件;</blockquote><blockquote>2、自愿退市完成后,因不涉及收购方对非公众股东所持股份的收购,上市公司将保留众多利益不统一的小股东(包括存托股票或存托凭证持有人)。虽然非关联小股东无权直接要求上市公司或控股股东回购/收购其持有的股份,但其将继续就相应股份享有投票权和分红权(若有);</blockquote><blockquote>3、若小股东认为批准自愿退市的决定的董事违反了其信义义务(Fiduciary Duties),则有可能就该董事提起诉讼——特别是若上市公司经董事会决定自愿退市后,短时间内上市公司的控股股东或其他关联方提议以较低价格收购小股东所持股份;以及</blockquote><blockquote>4、自愿退市后,上市公司股东所持股份虽然可以继续进行场外交易,但此时流动性及股价将显著低于在纽交所等交易所交易时的情形。</blockquote><p>自愿退市应符合上市公司注册地适用法律之规定及美国证券法。但是,在自愿退市的情形下,上市公司无需像私有化交易一样受规则13e-3的诸多限制,一般亦无需股东大会审议通过(除非公司章程另有规定),且小股东通常并无异议权。</p><p>相比私有化退市,自愿退市在流程上简单很多、所需时间亦相应较短。对于仅希望实现退市、并不强调清理非关联小股东的上市公司而言,自愿退市无疑具有不小的吸引力。<img src=\"https://static.tigerbbs.com/67bd32797c869b75100719f6f946eb5b\" tg-width=\"772\" tg-height=\"1541\" width=\"100%\" height=\"auto\"/></p><p>资本市场风云瞬息万变,进入与退出都是市场常态,退市制度是资本市场健康发展的基础性制度之一。<b>对于滴滴退市事宜的后续进展,投资者仍需以公司公告为准。</b></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/90e9b3b1ac56aae7290447c10b3ea865","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104106274","content_text":"4月16日,滴滴发布公告称,将于2022年5月23日19:00举行特别股东大会,就本公司的美国存托股票在纽约证券交易所的自愿退市进行投票,在退市完成前,本公司将不会申请其股份在其他任何证券交易所上市。滴滴公告称,在特别股东大会上,滴滴的A类和B类普通股的股东均将以每股一票的方式投票。滴滴将继续尝试在另一家国际认可的交易所上市的可能性。对此,证监会回应称:这是企业根据市场和自身情况作出的自主决策。证监会一贯坚持企业境外上市活动应当遵守上市地和经营地的法律法规和监管规则,要求上市公司切实保护投资者,尤其是中小投资者的合法权益。滴滴自主退市这一特定个案,与其他在美上市中概股无关,与目前正在进行的中美审计监管合作磋商无关,不影响双方合作进程。什么是自愿退市?按照美国证券法的规定,美国上市公司的董事会可决议批准自愿退市,随后书面通知交易所并在10日内向SEC提交Form-25,从而完成退市。值得注意的是,按照上述程序自愿退市的公司的股份可继续以场外方式(OTC)交易。自愿退市并不受制于严苛的股东审批要求(除非注册地公司法有特殊要求)。公告背后有哪些信息值得关注?首先,据市场人士分析,根据滴滴官网发布的公告显示,由于滴滴完成退市前,不会申请在其他易所上市,打消股份在其他交易所先上市,做好美股投资者无缝交接的念头,即现时持持股权的股东,将一直持有股份,在退市后若想交易,将于OTC粉单市场自行买卖。根据通告,在退市完成后,持有公司ADS或普通股的股东,或会在OTC粉单市场交易,滴滴将不会介入(involvement)。由于交易难度增加,一般投资者会投票赞成退市的意愿减低,加上没有提及用一个理想的价钱私有化,若退市表决获得通过,对股价仍有压力。公告指出,下周四(4月28号)是公司确定哪些股东在5月23日退市决议中能够拥有投票权的最后一天。另外,有分析指出,滴滴公告提及这是自愿退市(voluntary delisting),不是私有化(private transaction),也不是公开市场回购(open-market purchases)。这里面区别很大,自愿退市没有底价,只要有股东决议就可以摘牌了。至于股东的投票意愿如何?据香港经济日报,目前,滴滴ADS发行A类股份43.54亿份,1股普通股相当于4股ADS,即10.885亿股普通股,B类股份1.17亿股,原为一股10票,不过退市投票时,A、B类股份均为一票,即12.06亿票。构机投资者方面,GALILEO(PTC)LTD持有 7,588.4万股ADS,即1897万股普通股或1.57%,DAVIS SELECTED ADVISERS持有4,748.8万ADS,持股约1%,BEDFORD RIDGE CAPITAL LP持有4,581.5万股ADS,持股约1%,其是新增持仓。虽然机构投资者或各有取态,软银、Uber等上市前投资者已持有45.05%,该媒体预期获过半数支持退市,难度不会太大。在了解美股退市相关情况之前,首先需要明确的是,退市并不相当于企业破产,也不意味着该股股票完全退出流通。那么对于持有滴滴的投资者来说,自愿退市到底意味着什么?作为与私有化交易实质不同的退市方式,自愿退市至少有以下不确定性及风险:1、虽然自愿退市无需受制于SEC或交易所的批准,但SEC有权为衡量退市是否符合美国证券法规定之目的而推迟退市生效时间、亦有权为保护投资者之目的而决定对退市施加额外条件;2、自愿退市完成后,因不涉及收购方对非公众股东所持股份的收购,上市公司将保留众多利益不统一的小股东(包括存托股票或存托凭证持有人)。虽然非关联小股东无权直接要求上市公司或控股股东回购/收购其持有的股份,但其将继续就相应股份享有投票权和分红权(若有);3、若小股东认为批准自愿退市的决定的董事违反了其信义义务(Fiduciary Duties),则有可能就该董事提起诉讼——特别是若上市公司经董事会决定自愿退市后,短时间内上市公司的控股股东或其他关联方提议以较低价格收购小股东所持股份;以及4、自愿退市后,上市公司股东所持股份虽然可以继续进行场外交易,但此时流动性及股价将显著低于在纽交所等交易所交易时的情形。自愿退市应符合上市公司注册地适用法律之规定及美国证券法。但是,在自愿退市的情形下,上市公司无需像私有化交易一样受规则13e-3的诸多限制,一般亦无需股东大会审议通过(除非公司章程另有规定),且小股东通常并无异议权。相比私有化退市,自愿退市在流程上简单很多、所需时间亦相应较短。对于仅希望实现退市、并不强调清理非关联小股东的上市公司而言,自愿退市无疑具有不小的吸引力。资本市场风云瞬息万变,进入与退出都是市场常态,退市制度是资本市场健康发展的基础性制度之一。对于滴滴退市事宜的后续进展,投资者仍需以公司公告为准。","news_type":1,"symbols_score_info":{"DIDI":0}},"isVote":1,"tweetType":1,"viewCount":3436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173743117,"gmtCreate":1626690511139,"gmtModify":1626690511139,"author":{"id":"3545621619411559","authorId":"3545621619411559","name":"Anyso","avatar":"https://static.tigerbbs.com/f72628cb5ca829993b5810c31898b018","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545621619411559","authorIdStr":"3545621619411559"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>假如滴滴在国内上市,也会跟蚂蚁金服一样上市前被叫停吗?","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>假如滴滴在国内上市,也会跟蚂蚁金服一样上市前被叫停吗?","text":"$滴滴(DIDI)$假如滴滴在国内上市,也会跟蚂蚁金服一样上市前被叫停吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173743117","isVote":1,"tweetType":1,"viewCount":3673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170781872,"gmtCreate":1626451291796,"gmtModify":1626451291796,"author":{"id":"3545621619411559","authorId":"3545621619411559","name":"Anyso","avatar":"https://static.tigerbbs.com/f72628cb5ca829993b5810c31898b018","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545621619411559","authorIdStr":"3545621619411559"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>滴滴抢先在国家法律出台前悄悄上市,不查你查谁,出台法律后难上市了","listText":"<a 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href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>什么路数","text":"$跟谁学(GSX)$什么路数","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392928701","isVote":1,"tweetType":1,"viewCount":2155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391967218,"gmtCreate":1606470985834,"gmtModify":1703843228872,"author":{"id":"3545621619411559","authorId":"3545621619411559","name":"Anyso","avatar":"https://static.tigerbbs.com/f72628cb5ca829993b5810c31898b018","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545621619411559","authorIdStr":"3545621619411559"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a>管住手很重要","listText":"<a href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a>管住手很重要","text":"$云集(YJ)$管住手很重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391967218","isVote":1,"tweetType":1,"viewCount":2576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393513369,"gmtCreate":1606318849151,"gmtModify":1703842634663,"author":{"id":"3545621619411559","authorId":"3545621619411559","name":"Anyso","avatar":"https://static.tigerbbs.com/f72628cb5ca829993b5810c31898b018","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545621619411559","authorIdStr":"3545621619411559"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>刚刚说拼多多的好,今天收到了33元优惠券,加2.2元,买了35.2元的东西","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>刚刚说拼多多的好,今天收到了33元优惠券,加2.2元,买了35.2元的东西","text":"$拼多多(PDD)$刚刚说拼多多的好,今天收到了33元优惠券,加2.2元,买了35.2元的东西","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393513369","isVote":1,"tweetType":1,"viewCount":1866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393594856,"gmtCreate":1606317561475,"gmtModify":1703842615573,"author":{"id":"3545621619411559","authorId":"3545621619411559","name":"Anyso","avatar":"https://static.tigerbbs.com/f72628cb5ca829993b5810c31898b018","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545621619411559","authorIdStr":"3545621619411559"},"themes":[],"htmlText":"有华为电子,没华为电子区別不大,","listText":"有华为电子,没华为电子区別不大,","text":"有华为电子,没华为电子区別不大,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393594856","repostId":"1164621167","repostType":4,"repost":{"id":"1164621167","kind":"news","pubTimestamp":1606288611,"share":"https://www.laohu8.com/m/news/1164621167?lang=zh_CN&edition=full","pubTime":"2020-11-25 15:16","market":"sh","language":"zh","title":"新能源汽车一日连遭2大利空,影响有多大?","url":"https://stock-news.laohu8.com/highlight/detail?id=1164621167","media":"网易财经","summary":"新能源汽车2020年走上了风口。而造车新势力$蔚来$汽车,2019年10月还挣扎在死亡线上,结果一年多股价涨了47倍!新能源汽车板块,在A股年内也经历过多轮炒作,从3月份的充电桩开始,之后是锂电池、整车、锂电池上游的镍钴铝,今天,有回到了充电桩。从7月开始,新能源汽车产销数据开始出现同比上升,而且增速连续4个月上升!然而,在今天市场调整之际,新能源汽车传出来两条利空。无疑是给火爆的新能源汽车行情泼了一盆冷水。","content":"<p>新能源汽车2020年走上了风口。美股市场上,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>市值已经超过5200亿美元,3月以来,股价上涨680%!而造车新势力<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车,2019年10月还挣扎在死亡线上,结果一年多股价涨了47倍!市值这算下来逼近5000亿元人民币,已经成为国内第二大市值的汽车公司。</p><p><img src=\"https://static.tigerbbs.com/173009c01cfd45cccf48c6738a5ccd1b\" tg-width=\"640\" tg-height=\"255\"></p><p>新能源汽车板块,在A股年内也经历过多轮炒作,从3月份的充电桩开始,之后是锂电池、整车、锂电池上游的镍钴铝,今天,有回到了充电桩。<b>从7月开始,新能源汽车产销数据开始出现同比上升,而且增速连续4个月上升!这成为新能源汽车炒作的最佳逻辑--困境反转!</b></p><p><img src=\"https://static.tigerbbs.com/84fe45bae9a6037640dbc1456c5db2e0\" tg-width=\"650\" tg-height=\"167\"></p><p>然而,在今天市场调整之际,新能源汽车传出来两条利空。无疑是给火爆的新能源汽车行情泼了一盆冷水。</p><p>11月25日,华为再次重申,华为不造整车,而是聚焦ICT技术,帮助车企造好车,造好车,成为智能网联汽车的增量部件提供商。“以后谁再建言造车,干扰公司,可调离岗位,另外寻找岗位。”</p><p><b>华为不造车,只做汽车电子,算是给新能源汽车泼的第一盆冷水。</b></p><p><b>第二盆冷水,也在今天传出:FGW下发《关于开展新能源汽车整车生产及项目情况调查的通知》,要求各地FGW在11月18日前向国家发改委产业司上报各地新能源汽车的投资情况。</b></p><p><img src=\"https://static.tigerbbs.com/4d81f0268e8bd54d8e9380a85b9e5480\" tg-width=\"640\" tg-height=\"406\"></p><p>《通知》第三条要求各地提供本地区纯电动汽汽车项目规划和招商引资情况,其中明确要求各地详细报告恒大、宝能等企业2017年以来在当地投资以及拟投资建设的新能源整车和零部件项目,包含<b>土地占用、建设内容、项目进展、完成投资</b>等情况。</p><p><b>业内人士表示:此举在摸底之外,也传递出防止当前新能源汽车产能过剩的信号。</b></p><p>汽车工业是对中国经济拉动仅次于房地产的第二大行业,一年8万亿以上的总产值,意义重大。2019年,汽车产销分别完成2572.1万辆和2576.9万辆,同比分别下降7.5%和8.2%,产销量继续蝉联全球第一,汽车制造业营业收入80846.7亿元。刺激汽车消费,可以刺激GDP增长。而各地也有上马大型新能源汽车项目的冲动。但是,冲动背后,是否出现之前水氢车闹剧,以及贾跃亭圈地却不投入的现象,引发大家的猜想。FGW此时摸底,对于新能源汽车产业的健康发展是非常关键的。</p><p>目前,传统燃油车面临瓶颈,新能源汽车则是多条路线并举。</p><p>纯电动、氢燃料电池、插电混合增程式等获得同等的机会,相对而言,<b>纯电动汽车产业化已经形成,而氢燃料电池产业才刚刚开始起步,这一板块自从2019年出现一波大行情之外,已经横盘了足够长的时间。FGW摸底,并不涉及氢燃料电池产业链,大家可以重点关注下。</b></p><p><img src=\"https://static.tigerbbs.com/78c0cc80bfd96f02227dd9960d64c15b\" tg-width=\"640\" tg-height=\"373\"></p><p>随着燃料电池及氢气储运技术的不断成熟,结合政策推广力度的逐步加大,燃料电池在汽车能源领域的渗透率将不断提升。业内预计,有即将落地的政策加持的中国燃料电池产业,年底估计望开始加速。</p><p><img src=\"https://static.tigerbbs.com/78ed16c70a72a8fbf311ea42eb98e0f5\" tg-width=\"640\" tg-height=\"439\"></p><p><b>重点公司:</b></p><p><b><a href=\"https://laohu8.com/S/603158\">腾龙股份</a></b></p><p>公司控股的<a href=\"https://laohu8.com/S/MR8.SI\">新源</a>动力是国内第一家致力于燃料电池产业化的企业,在质子交换膜燃料电池发动机系统关键材料、关键部件、整堆系统位于国内领先地位,推出了国内首款具有自主知识产权的高集成度大功率电堆的第三代产品。</p><p>从2019年6月20日首次披露收购新源动力股份有限公司(下称:新源动力)3.57%股权至今,腾龙股份已经多次出手增持,累计耗资2.486亿元,对新源动力的持股比例相应提升至40.36%,成为新源动力第一大股东。</p><p><img src=\"https://static.tigerbbs.com/465f7502e44b25589e723df91f757722\" tg-width=\"640\" tg-height=\"373\"></p><p>据悉,新源动力生产的第三代产品HYSTK-70是国内首款具有自主知识产权的高集成度大功率电堆;目前新源动力研发的第四代产品,功率、功率密度和低温启动等各项技术指标,可以比肩以丰田、现代为代表的全球顶尖水平。</p><p><b><a href=\"https://laohu8.com/S/688339\">亿华通</a></b></p><p>亿华通是国内领先的氢燃料电池发动机系统研发及产业化公司,主要产品为氢燃料电池发动机系统及相关技术开发与服务,目前主要应用于客车、物流车等商用车型,已形成以自主氢燃料电池发动机为核心的业务体系,包括双极板、电堆、整车控制器、DC/DC、氢系统、测试设备、燃料电池实验室全套解决方案等。核心产品为氢燃料电池发动机。</p><p>公司配套车型第一,销量增长有潜力。2019年《推荐车型目录》燃料电池配套车型市占率20%(排名第一),装机量市占率19%(排名第二)。据工信部2020年前8批新能源车推广目录统计,公司配套车型达到29款,仍然居于首位。</p><p><img src=\"https://static.tigerbbs.com/3ab7a1d690d92d9a77779c6c7213763d\" tg-width=\"640\" tg-height=\"324\"></p><p><b><a href=\"https://laohu8.com/S/002733\">雄韬股份</a></b></p><p>公司是国内铅酸蓄电池龙头,近年来随着电池行业技术革新,铅酸电池逐渐被锂电池和燃料电池所替代。公司将氢燃料电池作为战略转型重点,积极布局氢燃料电池全产业链,目前已完成在制氢、膜电极、燃料电池电堆、燃料电池发动机系统、整车运营等关键领域布局。2018年9月,公司与大同市政府签订总额达10.8亿元的300辆燃料电池公交车订单,标志着公司燃料电池业务开始放量。未来伴随公司燃料电池投入和市场开发进展顺利,叠加国家加大对燃料电池领域的投入支持,公司有望借助氢燃料电池实现弯道超车,打开业绩成长空间。</p>","source":"lsy1604369546568","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>新能源汽车一日连遭2大利空,影响有多大?</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新能源汽车一日连遭2大利空,影响有多大?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-25 15:16 北京时间 <a href=https://dy.163.com/article/FS9KAN1C05393C9C.html><strong>网易财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新能源汽车2020年走上了风口。美股市场上,特斯拉市值已经超过5200亿美元,3月以来,股价上涨680%!而造车新势力蔚来汽车,2019年10月还挣扎在死亡线上,结果一年多股价涨了47倍!市值这算下来逼近5000亿元人民币,已经成为国内第二大市值的汽车公司。新能源汽车板块,在A股年内也经历过多轮炒作,从3月份的充电桩开始,之后是锂电池、整车、锂电池上游的镍钴铝,今天,有回到了充电桩。从7月开始,...</p>\n\n<a href=\"https://dy.163.com/article/FS9KAN1C05393C9C.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b0a86ab4a13aa839ed3911cc1568355b","relate_stocks":{},"source_url":"https://dy.163.com/article/FS9KAN1C05393C9C.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164621167","content_text":"新能源汽车2020年走上了风口。美股市场上,特斯拉市值已经超过5200亿美元,3月以来,股价上涨680%!而造车新势力蔚来汽车,2019年10月还挣扎在死亡线上,结果一年多股价涨了47倍!市值这算下来逼近5000亿元人民币,已经成为国内第二大市值的汽车公司。新能源汽车板块,在A股年内也经历过多轮炒作,从3月份的充电桩开始,之后是锂电池、整车、锂电池上游的镍钴铝,今天,有回到了充电桩。从7月开始,新能源汽车产销数据开始出现同比上升,而且增速连续4个月上升!这成为新能源汽车炒作的最佳逻辑--困境反转!然而,在今天市场调整之际,新能源汽车传出来两条利空。无疑是给火爆的新能源汽车行情泼了一盆冷水。11月25日,华为再次重申,华为不造整车,而是聚焦ICT技术,帮助车企造好车,造好车,成为智能网联汽车的增量部件提供商。“以后谁再建言造车,干扰公司,可调离岗位,另外寻找岗位。”华为不造车,只做汽车电子,算是给新能源汽车泼的第一盆冷水。第二盆冷水,也在今天传出:FGW下发《关于开展新能源汽车整车生产及项目情况调查的通知》,要求各地FGW在11月18日前向国家发改委产业司上报各地新能源汽车的投资情况。《通知》第三条要求各地提供本地区纯电动汽汽车项目规划和招商引资情况,其中明确要求各地详细报告恒大、宝能等企业2017年以来在当地投资以及拟投资建设的新能源整车和零部件项目,包含土地占用、建设内容、项目进展、完成投资等情况。业内人士表示:此举在摸底之外,也传递出防止当前新能源汽车产能过剩的信号。汽车工业是对中国经济拉动仅次于房地产的第二大行业,一年8万亿以上的总产值,意义重大。2019年,汽车产销分别完成2572.1万辆和2576.9万辆,同比分别下降7.5%和8.2%,产销量继续蝉联全球第一,汽车制造业营业收入80846.7亿元。刺激汽车消费,可以刺激GDP增长。而各地也有上马大型新能源汽车项目的冲动。但是,冲动背后,是否出现之前水氢车闹剧,以及贾跃亭圈地却不投入的现象,引发大家的猜想。FGW此时摸底,对于新能源汽车产业的健康发展是非常关键的。目前,传统燃油车面临瓶颈,新能源汽车则是多条路线并举。纯电动、氢燃料电池、插电混合增程式等获得同等的机会,相对而言,纯电动汽车产业化已经形成,而氢燃料电池产业才刚刚开始起步,这一板块自从2019年出现一波大行情之外,已经横盘了足够长的时间。FGW摸底,并不涉及氢燃料电池产业链,大家可以重点关注下。随着燃料电池及氢气储运技术的不断成熟,结合政策推广力度的逐步加大,燃料电池在汽车能源领域的渗透率将不断提升。业内预计,有即将落地的政策加持的中国燃料电池产业,年底估计望开始加速。重点公司:腾龙股份公司控股的新源动力是国内第一家致力于燃料电池产业化的企业,在质子交换膜燃料电池发动机系统关键材料、关键部件、整堆系统位于国内领先地位,推出了国内首款具有自主知识产权的高集成度大功率电堆的第三代产品。从2019年6月20日首次披露收购新源动力股份有限公司(下称:新源动力)3.57%股权至今,腾龙股份已经多次出手增持,累计耗资2.486亿元,对新源动力的持股比例相应提升至40.36%,成为新源动力第一大股东。据悉,新源动力生产的第三代产品HYSTK-70是国内首款具有自主知识产权的高集成度大功率电堆;目前新源动力研发的第四代产品,功率、功率密度和低温启动等各项技术指标,可以比肩以丰田、现代为代表的全球顶尖水平。亿华通亿华通是国内领先的氢燃料电池发动机系统研发及产业化公司,主要产品为氢燃料电池发动机系统及相关技术开发与服务,目前主要应用于客车、物流车等商用车型,已形成以自主氢燃料电池发动机为核心的业务体系,包括双极板、电堆、整车控制器、DC/DC、氢系统、测试设备、燃料电池实验室全套解决方案等。核心产品为氢燃料电池发动机。公司配套车型第一,销量增长有潜力。2019年《推荐车型目录》燃料电池配套车型市占率20%(排名第一),装机量市占率19%(排名第二)。据工信部2020年前8批新能源车推广目录统计,公司配套车型达到29款,仍然居于首位。雄韬股份公司是国内铅酸蓄电池龙头,近年来随着电池行业技术革新,铅酸电池逐渐被锂电池和燃料电池所替代。公司将氢燃料电池作为战略转型重点,积极布局氢燃料电池全产业链,目前已完成在制氢、膜电极、燃料电池电堆、燃料电池发动机系统、整车运营等关键领域布局。2018年9月,公司与大同市政府签订总额达10.8亿元的300辆燃料电池公交车订单,标志着公司燃料电池业务开始放量。未来伴随公司燃料电池投入和市场开发进展顺利,叠加国家加大对燃料电池领域的投入支持,公司有望借助氢燃料电池实现弯道超车,打开业绩成长空间。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":959687557,"gmtCreate":1589893758879,"gmtModify":1704191003778,"author":{"id":"3545621619411559","authorId":"3545621619411559","name":"Anyso","avatar":"https://static.tigerbbs.com/f72628cb5ca829993b5810c31898b018","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545621619411559","idStr":"3545621619411559"},"themes":[],"htmlText":"支持美国的重要决定,就这一点就比我们做的好,法律法规必须遵守,否则罚死,","listText":"支持美国的重要决定,就这一点就比我们做的好,法律法规必须遵守,否则罚死,","text":"支持美国的重要决定,就这一点就比我们做的好,法律法规必须遵守,否则罚死,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/959687557","repostId":"1121043316","repostType":4,"isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481520294998732","authorId":"3481520294998732","name":"从新开始加油","avatar":"https://static.tigerbbs.com/6a8631a9f2c85fd866b1e516dcb99dc5","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3481520294998732","idStr":"3481520294998732"},"content":"A股造假千亿罚款60万","text":"A股造假千亿罚款60万","html":"A股造假千亿罚款60万"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339841598,"gmtCreate":1608822382514,"gmtModify":1703737002699,"author":{"id":"3545621619411559","authorId":"3545621619411559","name":"Anyso","avatar":"https://static.tigerbbs.com/f72628cb5ca829993b5810c31898b018","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545621619411559","idStr":"3545621619411559"},"themes":[],"htmlText":"<a 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src=\"https://static.tigerbbs.com/1aa02487eaaf7a7e919e80e8215e85b0\" tg-width=\"1080\" tg-height=\"720\"></p><p>苹果 CEO 库克曾表示,为了产品质量,苹果无意向东南亚等低成本区域转移产能,目前事实并非如此|视觉中国</p><p>纬创把位于中国大陆的苹果代工厂卖掉后,转身就在印度接下了苹果手机的新订单,并开始大规模招聘。几天后,为苹果做代工的另一家企业富士康披露了一组数据:去年,他们在中国大陆制造和组装的产品约占其总量的 75%,今年则降低到了 70%。</p><p>很快,这组数据就引发了一轮热议:中国是否会失去其「世界工厂」的地位?</p><p>全球最大的代工厂富士康是否要开始撤离中国?富士康工业富联董事长李军旗对极客公园表示,他们的战略依旧是扎根大陆,「为了应对全球市场客户的需求,我们在 11 个国家和地区有研发、生产据点,这不是这几年的事,十几年前我们就这么做了。」</p><p>过去,几乎所有的 iPhone、iPad 等苹果产品都是在中国完成生产、组装,之后出口到各个国家。</p><p>未来,可能会有所不同。有供应链人士告诉极客公园,苹果可能会继续将更多工厂生产线撤离中国,只留下总体的 30%,专门供应中国市场。这样的转移,也发生在其他国外品牌身上。似乎中国作为「世界工厂」的位置真的在动摇。</p><p>不过,中国是不是「世界工厂」这件事儿,重要么?</p><p><b>「二选一」下的新格局</b></p><p>「世界工厂」的名号似乎离我们日常生活很远,但各类工业品在哪里生产、组装这件事儿,对于政府和普通民众来讲是重要的。</p><p>一座工厂转移的背后牵扯着更多利益。比如,2010 年,富士康落户郑州后,一年时间就招聘了 13 万员工,帮助河南解决了大量的就业问题。一年后,拉动加工贸易、机电产品等相关出口额分别增长了 50% 左右。到了 2019 年,郑州富士康出口总额为 2199 亿元,进口总额为 1138 亿元,占郑州进出口总额的 81%。</p><p><img src=\"https://static.tigerbbs.com/58d4d15fdb3a2e3d0ca3c3db61a0c331\" tg-width=\"1080\" tg-height=\"714\"></p><p>河南省郑州市航空港区的富士康保税区厂房 | 视觉中国</p><p>因为,引进富士康往往还会吸引它的众多供应商一齐入驻,相当于带来了完整的工业生态。进而,继续拉动就业,提高政府财政收入。</p><p>不止中国政府明白这一点,其他国家也明白。过去,中国凭借大量廉价劳动力和优惠税收政策,吸引了大量国外品牌和制造商来中国建厂,逐渐形成了完备的供应商集群。中国世界工厂的地位越来越稳固。现在,中国工业产值已占全球 30%,其中汽车零部件、家电、服务机器人等出口占比 30% 以上,光伏产业更是达到 70%。</p><p>然而,受到新冠疫情和中美贸易摩擦加剧的影响,这样的平衡似乎正在被打破。美国开始对从中国进口的产品征收更高的关税,来抑制中国的经济增长。</p><p>尤其是电子、通信等领域的产品。库克近两年来开始抱怨美国政府总是针对苹果,比如,在中国组装并运往美国的 iPhone 将被征收更高的关税。</p><p>其他品牌也是一样,只要想卖到美国或者其盟友国家,往往需要缴纳更高的关税。比如思科售卖的网络通信设备,已经从广西转移到了越南制造。</p><p>品牌商和他们的代工厂们,摸索出了一条新的路子:规划两条供应链体系,一条面向美国和其盟友国家,一条面向中国和其他国家。</p><p>立讯精密早在几年前就开始在印度和越南建立工厂,董事长王来春 2019 年时表示,为了解决两个最大经济体之间关税战带来的问题,必要时公司会将受影响的产品继续转移至越南或其他国家。按照她的规划,未来越南会承载立讯精密 1/3 的产能。</p><p>2017 年,库克曾到立讯精密车间观看工作人员操作过程 | 立讯精密</p><p>嗅到了机会的其他发展中国家,更加积极地抛出了橄榄枝。</p><p>4 月份,印度发布了招商引资的新策略,宣布拿出 60 亿美金的激励、大面积的廉价土地吸引电子产业链的企业。</p><p>6 月份,越南和欧盟签订了自由贸易协定,将取消或减少 99% 的关税。实际上,此前三星在陆续关闭了中国大陆的工厂之后,已经完全将海外生产重心转移到了越南,随之转移的还有它的一系列供应链伙伴。不过,土地有限,且人口只有 1 亿的越南,它的承载能力注定有限。</p><p>另外一个热门地点是墨西哥。7 月份,墨西哥与美国签署了贸易协议,商品出口美国零关税。墨西哥的特点也是具备大量廉价的劳动力,富士康此前就在那里有 5 个工厂。</p><p>当地的一家房地产中介公司 CEO 表示,他的公司目前正在帮助两家中国公司(其中一家在汽车领域,另一家在制造业)搬迁到墨西哥的工业集群。「想要在北美保持市场份额的中国制造商别无选择」。</p><p><img src=\"https://static.tigerbbs.com/448a3c2a0b801b1c4725a531adc4e5ce\" tg-width=\"1080\" tg-height=\"720\">江苏徐州,工作人员在组装工程机械 | 人民视觉</p><p>不同国家的人力成本、供应链成本都是有差异的,这必然会影响整体的成本结构,进而影响定价和利润。</p><p>制造商和硕董事长董子贤在一次采访中谈到,没有哪个国家能像中国过去那样提供如此诱人的投资环境,拥有庞大的劳动力队伍,得到几代官员支持的政策,以及众多附近的供应商。「我们下一步要去哪里?我不知道。」</p><p>但是,在中美贸易摩擦的大环境下,只能寻找应急对策。</p><p><b>破局:寻找全球化的新思路、新平衡</b></p><p>45 年前,富士康创始人郭台铭将自己的业务从一个租来的小作坊里,发展为一家跨国产业巨头。它扎根中国大陆,吸引了来自全球的订单。</p><p>从 90 年代开始,中国制造业崛起的过程,其实就是中国全球化进程的体现。与怎么留住制造业对应的问题是,中国企业怎么继续走出去。一进一出,才能构成中国迈向全球化的闭环。</p><p>如今,无论是国外呼吁的供应链回流,还是 TikTok、华为等企业在海外遭遇的围堵,亦或是疫情加速造成的脱钩,中国企业所面临的全球化环境前所未有的严峻。「这么多年过去,在国外无论是大的发达市场还是新兴国家,有的时候大家对中国的大公司还是感觉到威胁,感到害怕。」这是跨境 B2B 电商敦煌网创始人王树彤的亲身体会。</p><p>与几十年前相比,中国的地位和国际影响力已经发生了改变,中国企业正在发挥着越来越重要的角色。每个国家有自己的政治、经济、文化,她觉得中国企业需要找到新的姿势、模式来融入全球,以此来消除合作伙伴的不安和不信任。</p><p>如果说,TikTok 在美国面临被封杀的问题,是华为之后,中国企业走向国际化又一场至关重要的战役。那么,重新思考自己的位置、进行姿态和路径的转换,则是中国企业走向全球的另一重自我考验。</p>","source":"jkgy","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>当苹果正在悄悄减少中国制造,接下来会发生什么?</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{ 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#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当苹果正在悄悄减少中国制造,接下来会发生什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-24 22:15 北京时间 <a href=https://mp.weixin.qq.com/s/G7Ca9T7_zaTyJqza6FJamQ><strong>极客公园</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如果说未来世界制造业格局会发生剧变,那么现在大概率就是那个起点。「中国制造」生变苹果电子产品的生产正在从中国向外转移。9 月 7 日,印度科技部长普拉萨表示,苹果已有 8 家代工厂从中国转移到了印度。这只是产业转移的缩影。小何从未想到过,这种国际新闻里的事情,会和普普通通的自己产生联系。7 月,小何从山西老家来到江苏昆山求职,心里想着要出人头地。在家里,没有工作的小何觉得自己被父母瞧不起,又被相亲...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/G7Ca9T7_zaTyJqza6FJamQ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6c270f4f234db14bb09d64aec8f85a31","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/G7Ca9T7_zaTyJqza6FJamQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146955750","content_text":"如果说未来世界制造业格局会发生剧变,那么现在大概率就是那个起点。「中国制造」生变苹果电子产品的生产正在从中国向外转移。9 月 7 日,印度科技部长普拉萨表示,苹果已有 8 家代工厂从中国转移到了印度。这只是产业转移的缩影。小何从未想到过,这种国际新闻里的事情,会和普普通通的自己产生联系。7 月,小何从山西老家来到江苏昆山求职,心里想着要出人头地。在家里,没有工作的小何觉得自己被父母瞧不起,又被相亲对象嫌弃,他想改变这一切。他通过中介找了一份工厂里的短期工作,被分配到苹果的生产线,薪资至少过得去,又不需要技术基础。昆山汇聚了大量的电子产品代工厂,它们会在旺季的时候招聘大量的短期工人,做一些技术含量不高、机械重复的工作,在淡季的时候自然结束合同。这类合同的时间通常在一周到三个月,甚至可以按天结算工资。这样可以节约大量的人力成本,不需要为每一个人交社保。比如一个注册规模几千人的企业,每年的招聘人次却可以达到几十万。小何就是这几十万流动人员之一,他预料到车间里的工作会是枯燥的。他为自己打气:「闭眼交证了,干就完了,最少顶一个月!」一周后,「快活不下去了,难受」。工作比他想象的还要枯燥,人的情绪被机械的产线几乎碾碎。从同事那里,他听到一个消息,自己所在的纬创,被一家叫立讯精密的中国代工厂收购,他并不清楚这意味着什么。苹果 CEO 库克曾表示,为了产品质量,苹果无意向东南亚等低成本区域转移产能,目前事实并非如此|视觉中国纬创把位于中国大陆的苹果代工厂卖掉后,转身就在印度接下了苹果手机的新订单,并开始大规模招聘。几天后,为苹果做代工的另一家企业富士康披露了一组数据:去年,他们在中国大陆制造和组装的产品约占其总量的 75%,今年则降低到了 70%。很快,这组数据就引发了一轮热议:中国是否会失去其「世界工厂」的地位?全球最大的代工厂富士康是否要开始撤离中国?富士康工业富联董事长李军旗对极客公园表示,他们的战略依旧是扎根大陆,「为了应对全球市场客户的需求,我们在 11 个国家和地区有研发、生产据点,这不是这几年的事,十几年前我们就这么做了。」过去,几乎所有的 iPhone、iPad 等苹果产品都是在中国完成生产、组装,之后出口到各个国家。未来,可能会有所不同。有供应链人士告诉极客公园,苹果可能会继续将更多工厂生产线撤离中国,只留下总体的 30%,专门供应中国市场。这样的转移,也发生在其他国外品牌身上。似乎中国作为「世界工厂」的位置真的在动摇。不过,中国是不是「世界工厂」这件事儿,重要么?「二选一」下的新格局「世界工厂」的名号似乎离我们日常生活很远,但各类工业品在哪里生产、组装这件事儿,对于政府和普通民众来讲是重要的。一座工厂转移的背后牵扯着更多利益。比如,2010 年,富士康落户郑州后,一年时间就招聘了 13 万员工,帮助河南解决了大量的就业问题。一年后,拉动加工贸易、机电产品等相关出口额分别增长了 50% 左右。到了 2019 年,郑州富士康出口总额为 2199 亿元,进口总额为 1138 亿元,占郑州进出口总额的 81%。河南省郑州市航空港区的富士康保税区厂房 | 视觉中国因为,引进富士康往往还会吸引它的众多供应商一齐入驻,相当于带来了完整的工业生态。进而,继续拉动就业,提高政府财政收入。不止中国政府明白这一点,其他国家也明白。过去,中国凭借大量廉价劳动力和优惠税收政策,吸引了大量国外品牌和制造商来中国建厂,逐渐形成了完备的供应商集群。中国世界工厂的地位越来越稳固。现在,中国工业产值已占全球 30%,其中汽车零部件、家电、服务机器人等出口占比 30% 以上,光伏产业更是达到 70%。然而,受到新冠疫情和中美贸易摩擦加剧的影响,这样的平衡似乎正在被打破。美国开始对从中国进口的产品征收更高的关税,来抑制中国的经济增长。尤其是电子、通信等领域的产品。库克近两年来开始抱怨美国政府总是针对苹果,比如,在中国组装并运往美国的 iPhone 将被征收更高的关税。其他品牌也是一样,只要想卖到美国或者其盟友国家,往往需要缴纳更高的关税。比如思科售卖的网络通信设备,已经从广西转移到了越南制造。品牌商和他们的代工厂们,摸索出了一条新的路子:规划两条供应链体系,一条面向美国和其盟友国家,一条面向中国和其他国家。立讯精密早在几年前就开始在印度和越南建立工厂,董事长王来春 2019 年时表示,为了解决两个最大经济体之间关税战带来的问题,必要时公司会将受影响的产品继续转移至越南或其他国家。按照她的规划,未来越南会承载立讯精密 1/3 的产能。2017 年,库克曾到立讯精密车间观看工作人员操作过程 | 立讯精密嗅到了机会的其他发展中国家,更加积极地抛出了橄榄枝。4 月份,印度发布了招商引资的新策略,宣布拿出 60 亿美金的激励、大面积的廉价土地吸引电子产业链的企业。6 月份,越南和欧盟签订了自由贸易协定,将取消或减少 99% 的关税。实际上,此前三星在陆续关闭了中国大陆的工厂之后,已经完全将海外生产重心转移到了越南,随之转移的还有它的一系列供应链伙伴。不过,土地有限,且人口只有 1 亿的越南,它的承载能力注定有限。另外一个热门地点是墨西哥。7 月份,墨西哥与美国签署了贸易协议,商品出口美国零关税。墨西哥的特点也是具备大量廉价的劳动力,富士康此前就在那里有 5 个工厂。当地的一家房地产中介公司 CEO 表示,他的公司目前正在帮助两家中国公司(其中一家在汽车领域,另一家在制造业)搬迁到墨西哥的工业集群。「想要在北美保持市场份额的中国制造商别无选择」。江苏徐州,工作人员在组装工程机械 | 人民视觉不同国家的人力成本、供应链成本都是有差异的,这必然会影响整体的成本结构,进而影响定价和利润。制造商和硕董事长董子贤在一次采访中谈到,没有哪个国家能像中国过去那样提供如此诱人的投资环境,拥有庞大的劳动力队伍,得到几代官员支持的政策,以及众多附近的供应商。「我们下一步要去哪里?我不知道。」但是,在中美贸易摩擦的大环境下,只能寻找应急对策。破局:寻找全球化的新思路、新平衡45 年前,富士康创始人郭台铭将自己的业务从一个租来的小作坊里,发展为一家跨国产业巨头。它扎根中国大陆,吸引了来自全球的订单。从 90 年代开始,中国制造业崛起的过程,其实就是中国全球化进程的体现。与怎么留住制造业对应的问题是,中国企业怎么继续走出去。一进一出,才能构成中国迈向全球化的闭环。如今,无论是国外呼吁的供应链回流,还是 TikTok、华为等企业在海外遭遇的围堵,亦或是疫情加速造成的脱钩,中国企业所面临的全球化环境前所未有的严峻。「这么多年过去,在国外无论是大的发达市场还是新兴国家,有的时候大家对中国的大公司还是感觉到威胁,感到害怕。」这是跨境 B2B 电商敦煌网创始人王树彤的亲身体会。与几十年前相比,中国的地位和国际影响力已经发生了改变,中国企业正在发挥着越来越重要的角色。每个国家有自己的政治、经济、文化,她觉得中国企业需要找到新的姿势、模式来融入全球,以此来消除合作伙伴的不安和不信任。如果说,TikTok 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