细水长流22的个人主页 - 老虎社区

细水长流22

细水长流22

暂无个人介绍

IP属地：浙江

30关注

0粉丝

1主题

0勋章

2021-06-29

$东阳光药(01558)$未来出的要只要集采一中都是利好

2021-06-25

$东阳光药(01558)$涨起来了

2020-12-04

跌停的节奏

消息称理想汽车增发股份每股定价29美元

2021-01-19

$滨江服务(03316)$滨江服务前景不得了第一名稳了

03-03

$美光科技(MU)$ 清仓美光科技，台积电，大幅减仓谷歌，安心睡觉。

02-26

$南方两倍做多海力士(07709)$ 咋回事，持有这么多现金，涨幅没有2倍啊

2021-04-12

$东阳光药(01558)$每次跌10%加一层

2024-05-13

难怪大涨一波

浙商证券：如何看待近期集运价格反直觉大涨？

2023-08-17

再跌跌

瑞思迈盘中异动快速下挫5.00%

2022-12-22

$上美股份(02145)$ 牛逼没交易量

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3561014892613672","uuid":"3561014892613672","gmtCreate":1597921584186,"gmtModify":1608023191266,"name":"细水长流22","pinyin":"xscl22xishuichangliu22","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":30,"tweetSize":14,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.21","exceedPercentage":"80.53%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.16","exceedPercentage":"93.79%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":538681560127064,"gmtCreate":1772535018028,"gmtModify":1772543113837,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 清仓美光科技，台积电，大幅减仓谷歌，安心睡觉。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 清仓美光科技，台积电，大幅减仓谷歌，安心睡觉。","text":"$美光科技(MU)$ 清仓美光科技，台积电，大幅减仓谷歌，安心睡觉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538681560127064","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536828997645880,"gmtCreate":1772082731126,"gmtModify":1772082732818,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 咋回事，持有这么多现金，涨幅没有2倍啊","listText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 咋回事，持有这么多现金，涨幅没有2倍啊","text":"$南方两倍做多海力士(07709)$ 咋回事，持有这么多现金，涨幅没有2倍啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536828997645880","isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305338037379232,"gmtCreate":1715579931553,"gmtModify":1715579933529,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"htmlText":"难怪大涨一波","listText":"难怪大涨一波","text":"难怪大涨一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305338037379232","repostId":"2435439743","repostType":2,"repost":{"id":"2435439743","kind":"news","pubTimestamp":1715572037,"share":"https://www.laohu8.com/m/news/2435439743?lang=zh_CN&edition=full","pubTime":"2024-05-13 11:47","market":"hk","language":"zh","title":"浙商证券：如何看待近期集运价格反直觉大涨？","url":"https://stock-news.laohu8.com/highlight/detail?id=2435439743","media":"智通财经","summary":"集运运价反直觉大涨：红海冲突长期化、欧美需求边际好转、美线进入长协签订期，三大因素共同作用红海冲突有效提升集装箱船舶箱海里运力需求，根据Clarksons数据，预计2024年运力增长约9.0%，需求吨海里增长约9.2%，行业供需关系改善。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/601878\">浙商证券</a>发布研报称，近期，船公司涨价情绪受多方面因素支撑：<strong>红海冲突长期化导致供应链紧张，</strong>一方面，船舶绕行导致运距增长，有效提升箱海里运力需求，消化现有运力，另一方面，船舶周转效率下降导致港口集装箱周转紧张，进一步加剧供应链紧张情绪。<strong>需求端边际向好，</strong>一方面，欧美宏观经济数据边际好转，另一方面，受绕行导致运输时间拉长影响，叠加对旺季运价上涨的预期，货主提前备货。此外，美线进入长协签约关键时期，船公司具有涨价动力。</p><p><strong>相关标的：</strong>随供需关系改善，集运板块盈利或逐步修复，建议关注<a href=\"https://laohu8.com/S/601919\">中远海控</a>(601919.SH,01919)，<a href=\"https://laohu8.com/S/01308\">海丰国际</a>(01308)，<a href=\"https://laohu8.com/S/00316\">东方海外国际</a>(00316)，<a href=\"https://laohu8.com/S/603565\">中谷物流</a>(603565.SH)等。</p><p><span>浙商证券主要观点如下：</span></p><p><strong>集装箱船舶进入集中交付期，但远东-欧洲主力船型17000+TEU交付增量有限</strong></p><p>集装箱船舶存量市场供给情况： 2022年以来，集装箱船舶订单量快速增长，截至2024年4月，全球存量集装箱船舶约6239艘，总运力约2854.9万TEU，在手订单船舶约749艘，总运力约634.7万TEU，订单运力占比约22%。</p><p>订单运力预期交付情况：2023年以来，集装箱船舶陆续交付，根据Clarksons数据，预计2024年至2027年交付运力分别占现有运力的8.3%、6.8%、3.9%和2.6%，2024-2025年为订单运力集中交付期。分船型看，主干航线17000+TEU船型2024年交付运力占比约6.0%，交付运力相对有限。</p><p>高集中度格局及行业联盟形成挺价动力。外贸集装箱班轮公司具备较高的集中度，截至2024年5月10日，前十大集装箱班轮公司运力占比达84.2%，加上公司之间形成行业联盟合作，一方面在供需环境恶化背景下有助于通过停航控制运力等方式减缓恶性价格竞争，另一方面在供需关系好转背景下有望通过联合挺价实现更高运价水平。</p><p><strong>红海冲突后船舶绕行，航距增长约29%，仅远东-欧洲饶行就会拉动全球箱海里需求增长5.27%</strong></p><p>集装箱船舶大量绕行，且绕行长期化趋势显著。1月以来，集装箱船舶开始大规模绕行好望角，截至5月8日，7日平均抵达亚丁湾集装箱船舶约6艘，同比-67%，集装箱数量1.67万TEU，同比-92%;抵达好望角集装箱船舶约20艘，同比+262%，集装箱数量22.43万TEU，同比+446%。</p><p>根据Clarksons数据，若避开红海选择绕航，将大幅增加航线距离和航行天数，以远东至欧洲为例，绕航好望角，航行天数约36天，较途径苏伊士运河的航线时间增加约8天，航距增长约29%。根据我们测算，远东至欧洲航线绕行将带动全球箱海里运输需求增长5.27%。</p><p><strong>集运运价反直觉大涨：红海冲突长期化、欧美需求边际好转、美线进入长协签订期，三大因素共同作用</strong></p><p>红海冲突有效提升集装箱船舶箱海里运力需求，根据Clarksons数据，预计2024年运力增长约9.0%，需求吨海里增长约9.2%，行业供需关系改善。其中，主干航线17000+TEU船型2024年交付运力占比约6.0%，交付运力相对有限。根据Clarksons数据，预计2024年欧洲与远东之间贸易箱海里量增速为16%，欧线运力供给相对紧缺。</p><p>红海绕行带动运输箱海里需求提升，另一方面，高集中度背景下行业内挺价意愿较强，其次，欧线主力船型为17000TEU+船型，2024年交付运力占比约6.0%，新增运力供给有限。2024年集运运价大幅上涨，年初至今CCFI指数均值同比+20%，SCFI指数均值同比+100%。</p><p>5月以来，多家船公司披露涨价，月初达飞、赫伯罗特针对亚洲-北欧、亚洲-地中海及北非等航线上调运费，以达飞为例，亚洲-北欧航线新FAK标准为2700美元/TEU、5000美元/FEU，5月15日起生效，新标准涨幅为500美元/TEU、1000美元/FEU；近日多家班轮公司相继调整亚非航线旺季附加费。</p></body></html>","source":"stock_zhitongcaijing","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>浙商证券：如何看待近期集运价格反直觉大涨？</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浙商证券：如何看待近期集运价格反直觉大涨？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-13 11:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1120360.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，浙商证券发布研报称，近期，船公司涨价情绪受多方面因素支撑：红海冲突长期化导致供应链紧张，一方面，船舶绕行导致运距增长，有效提升箱海里运力需求，消化现有运力，另一方面，船舶周转效率下降导致港口集装箱周转紧张，进一步加剧供应链紧张情绪。需求端边际向好，一方面，欧美宏观经济数据边际好转，另一方面，受绕行导致运输时间拉长影响，叠加对旺季运价上涨的预期，货主提前备货。此外，美线进入长协...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1120360.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601878":"浙商证券","01308":"海丰国际","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","BK1535":"港口运输股","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","IE00BYTNYN87.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5\" (SGD) ACC","BK0276":"资本市场","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","00316":"东方海外国际","01919":"中远海控","BK1103":"海运","BK1505":"一带一路","BK1541":"物流"},"source_url":"http://www.zhitongcaijing.com/content/detail/1120360.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2435439743","content_text":"智通财经APP获悉，浙商证券发布研报称，近期，船公司涨价情绪受多方面因素支撑：红海冲突长期化导致供应链紧张，一方面，船舶绕行导致运距增长，有效提升箱海里运力需求，消化现有运力，另一方面，船舶周转效率下降导致港口集装箱周转紧张，进一步加剧供应链紧张情绪。需求端边际向好，一方面，欧美宏观经济数据边际好转，另一方面，受绕行导致运输时间拉长影响，叠加对旺季运价上涨的预期，货主提前备货。此外，美线进入长协签约关键时期，船公司具有涨价动力。相关标的：随供需关系改善，集运板块盈利或逐步修复，建议关注中远海控(601919.SH,01919)，海丰国际(01308)，东方海外国际(00316)，中谷物流(603565.SH)等。浙商证券主要观点如下：集装箱船舶进入集中交付期，但远东-欧洲主力船型17000+TEU交付增量有限集装箱船舶存量市场供给情况： 2022年以来，集装箱船舶订单量快速增长，截至2024年4月，全球存量集装箱船舶约6239艘，总运力约2854.9万TEU，在手订单船舶约749艘，总运力约634.7万TEU，订单运力占比约22%。订单运力预期交付情况：2023年以来，集装箱船舶陆续交付，根据Clarksons数据，预计2024年至2027年交付运力分别占现有运力的8.3%、6.8%、3.9%和2.6%，2024-2025年为订单运力集中交付期。分船型看，主干航线17000+TEU船型2024年交付运力占比约6.0%，交付运力相对有限。高集中度格局及行业联盟形成挺价动力。外贸集装箱班轮公司具备较高的集中度，截至2024年5月10日，前十大集装箱班轮公司运力占比达84.2%，加上公司之间形成行业联盟合作，一方面在供需环境恶化背景下有助于通过停航控制运力等方式减缓恶性价格竞争，另一方面在供需关系好转背景下有望通过联合挺价实现更高运价水平。红海冲突后船舶绕行，航距增长约29%，仅远东-欧洲饶行就会拉动全球箱海里需求增长5.27%集装箱船舶大量绕行，且绕行长期化趋势显著。1月以来，集装箱船舶开始大规模绕行好望角，截至5月8日，7日平均抵达亚丁湾集装箱船舶约6艘，同比-67%，集装箱数量1.67万TEU，同比-92%;抵达好望角集装箱船舶约20艘，同比+262%，集装箱数量22.43万TEU，同比+446%。根据Clarksons数据，若避开红海选择绕航，将大幅增加航线距离和航行天数，以远东至欧洲为例，绕航好望角，航行天数约36天，较途径苏伊士运河的航线时间增加约8天，航距增长约29%。根据我们测算，远东至欧洲航线绕行将带动全球箱海里运输需求增长5.27%。集运运价反直觉大涨：红海冲突长期化、欧美需求边际好转、美线进入长协签订期，三大因素共同作用红海冲突有效提升集装箱船舶箱海里运力需求，根据Clarksons数据，预计2024年运力增长约9.0%，需求吨海里增长约9.2%，行业供需关系改善。其中，主干航线17000+TEU船型2024年交付运力占比约6.0%，交付运力相对有限。根据Clarksons数据，预计2024年欧洲与远东之间贸易箱海里量增速为16%，欧线运力供给相对紧缺。红海绕行带动运输箱海里需求提升，另一方面，高集中度背景下行业内挺价意愿较强，其次，欧线主力船型为17000TEU+船型，2024年交付运力占比约6.0%，新增运力供给有限。2024年集运运价大幅上涨，年初至今CCFI指数均值同比+20%，SCFI指数均值同比+100%。5月以来，多家船公司披露涨价，月初达飞、赫伯罗特针对亚洲-北欧、亚洲-地中海及北非等航线上调运费，以达飞为例，亚洲-北欧航线新FAK标准为2700美元/TEU、5000美元/FEU，5月15日起生效，新标准涨幅为500美元/TEU、1000美元/FEU；近日多家班轮公司相继调整亚非航线旺季附加费。","news_type":1,"symbols_score_info":{"601878":1,"01919":0.9,"00316":0.9,"01308":0.9}},"isVote":1,"tweetType":1,"viewCount":3287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209802748453112,"gmtCreate":1692226979623,"gmtModify":1692226981112,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"htmlText":"再跌跌","listText":"再跌跌","text":"再跌跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209802748453112","repostId":"2360336272","repostType":2,"repost":{"id":"2360336272","kind":"news","pubTimestamp":1692213808,"share":"https://www.laohu8.com/m/news/2360336272?lang=zh_CN&edition=full","pubTime":"2023-08-17 03:23","market":"us","language":"zh","title":"瑞思迈盘中异动 快速下挫5.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=2360336272","media":"自选股智能写手","summary":"北京时间2023年08月17日03时23分，瑞思迈股票出现波动，股价快速跳水5.00%。截至发稿，该股报173.73美元/股，成交量105.657万股，换手率0.72%，振幅5.13%。机构评级方面，在所有24家参与评级的机构中，75%的券商给予买入建议，25%的券商给予持有建议，无券商给予卖出建议。瑞思迈股票所在的医疗设备行业中，整体跌幅为1.50%。瑞思迈公司简介：瑞思迈是全球最大的呼吸护理设备公司之一，主要开发和供应用于治疗睡眠呼吸暂停的气流发生器、面罩和配件。","content":"<html><body><article><p>北京时间2023年08月17日03时23分，<a href=\"https://laohu8.com/S/RMD\">瑞思迈</a>（RMD.us）股票出现波动，股价快速跳水5.00%。截至发稿，该股报173.73美元/股，成交量105.657万股，<span>换手率</span>0.72%，振幅5.13%。</p><p>最近的财报数据显示，该股实现<span>营业收入</span>42.23亿美元，<span>净利润</span>8.98亿美元，<span>每股收益</span>6.12美元，<span>毛利</span>23.14亿美元，市盈率28.54倍。</p><p>机构评级方面，在所有24家参与评级的机构中，75%的券商给予买入建议，25%的券商给予持有建议，无券商给予卖出建议。</p><p>瑞思迈股票所在的医疗设备行业中，整体跌幅为1.50%。其相关个股中，<a href=\"https://laohu8.com/S/BNGOW\">Bionano Genomics Inc</a> C/Wts 21/08/2023(To Pur Com)、<a href=\"https://laohu8.com/S/GMVD\">G Medical Innovations</a> Hldgs Ltd C/Wts 29/06/2025 (To Pur Ord) (P/S)、Nexgel Inc C/Wts 01/12/2026 (To Pur Com)涨幅较大，<a href=\"https://laohu8.com/S/GMV.AU\">G Medical Innovations</a> Hldgs Ltd、<a href=\"https://laohu8.com/S/BNGO\">Bionano Genomics</a> Inc、AngioDynamics较为活跃，换手率分别为28.11%、2.93%、2.34%，振幅较大的相关个股有Bionano Genomics Inc C/Wts 21/08/2023(To Pur Com)、Nexgel Inc、G Medical Innovations Hldgs Ltd C/Wts 29/06/2025 (To Pur Ord) (P/S)，振幅分别为32.61%、22.86%、21.19%。</p><p>瑞思迈公司简介：瑞思迈是全球最大的呼吸护理设备公司之一，主要开发和供应用于治疗睡眠呼吸暂停的气流发生器、面罩和配件。 越来越多的睡眠呼吸暂停诊断加上人口老龄化和肥胖症的流行，导致市场结构性增长。 该公司大约三分之二的收入来自美洲，其余收入来自欧洲、日本和澳大利亚主导的其他地区。 最近的发展和收购都集中在数字健康上，因为瑞思迈的目标是通过提供临床数据供院外环境中的患者、医疗保健顾问和付款人使用来实现差异化。</p><p>（以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）</p></article></body></html>","source":"tencent","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>瑞思迈盘中异动 快速下挫5.00%</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瑞思迈盘中异动 快速下挫5.00%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-17 03:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081703232883831102&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2023年08月17日03时23分，瑞思迈（RMD.us）股票出现波动，股价快速跳水5.00%。截至发稿，该股报173.73美元/股，成交量105.657万股，换手率0.72%，振幅5.13%。最近的财报数据显示，该股实现营业收入42.23亿美元，净利润8.98亿美元，每股收益6.12美元，毛利23.14亿美元，市盈率28.54倍。机构评级方面，在所有24家参与评级的机构中，75%的券商...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081703232883831102&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4082":"医疗保健设备","RMD":"瑞思迈","BK4504":"桥水持仓","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4548":"巴美列捷福持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081703232883831102&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2360336272","content_text":"北京时间2023年08月17日03时23分，瑞思迈（RMD.us）股票出现波动，股价快速跳水5.00%。截至发稿，该股报173.73美元/股，成交量105.657万股，换手率0.72%，振幅5.13%。最近的财报数据显示，该股实现营业收入42.23亿美元，净利润8.98亿美元，每股收益6.12美元，毛利23.14亿美元，市盈率28.54倍。机构评级方面，在所有24家参与评级的机构中，75%的券商给予买入建议，25%的券商给予持有建议，无券商给予卖出建议。瑞思迈股票所在的医疗设备行业中，整体跌幅为1.50%。其相关个股中，Bionano Genomics Inc C/Wts 21/08/2023(To Pur Com)、G Medical Innovations Hldgs Ltd C/Wts 29/06/2025 (To Pur Ord) (P/S)、Nexgel Inc C/Wts 01/12/2026 (To Pur Com)涨幅较大，G Medical Innovations Hldgs Ltd、Bionano Genomics Inc、AngioDynamics较为活跃，换手率分别为28.11%、2.93%、2.34%，振幅较大的相关个股有Bionano Genomics Inc C/Wts 21/08/2023(To Pur Com)、Nexgel Inc、G Medical Innovations Hldgs Ltd C/Wts 29/06/2025 (To Pur Ord) (P/S)，振幅分别为32.61%、22.86%、21.19%。瑞思迈公司简介：瑞思迈是全球最大的呼吸护理设备公司之一，主要开发和供应用于治疗睡眠呼吸暂停的气流发生器、面罩和配件。 越来越多的睡眠呼吸暂停诊断加上人口老龄化和肥胖症的流行，导致市场结构性增长。 该公司大约三分之二的收入来自美洲，其余收入来自欧洲、日本和澳大利亚主导的其他地区。 最近的发展和收购都集中在数字健康上，因为瑞思迈的目标是通过提供临床数据供院外环境中的患者、医疗保健顾问和付款人使用来实现差异化。（以上内容为自选股智能机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）","news_type":1,"symbols_score_info":{"RMD":1}},"isVote":1,"tweetType":1,"viewCount":5441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623711310,"gmtCreate":1671676627331,"gmtModify":1671678427211,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ &nbsp;</a>牛逼没交易量","listText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ &nbsp;</a>牛逼没交易量","text":"$上美股份(02145)$ 牛逼没交易量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623711310","isVote":1,"tweetType":1,"viewCount":3701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667052388,"gmtCreate":1668470438144,"gmtModify":1668470439884,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"htmlText":"看来股神也是经常调动仓位，我还以为买了以后持有很多年","listText":"看来股神也是经常调动仓位，我还以为买了以后持有很多年","text":"看来股神也是经常调动仓位，我还以为买了以后持有很多年","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667052388","repostId":"2283236809","repostType":2,"isVote":1,"tweetType":1,"viewCount":3198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661108017,"gmtCreate":1663747457239,"gmtModify":1663747460374,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光药(01558)$</a>9月15日，九州通宣布与宜昌东阳光长江药业股份有限公司（简称“东阳光药”）签署《战略合作框架协议》，将继续独家总代理“磷酸奥司他韦(可威)”3个单独规格在OTC渠道的销售，自2023年1月1日起合作3年，期内力争实现50亿元销售","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光药(01558)$</a>9月15日，九州通宣布与宜昌东阳光长江药业股份有限公司（简称“东阳光药”）签署《战略合作框架协议》，将继续独家总代理“磷酸奥司他韦(可威)”3个单独规格在OTC渠道的销售，自2023年1月1日起合作3年，期内力争实现50亿元销售","text":"$东阳光药(01558)$9月15日，九州通宣布与宜昌东阳光长江药业股份有限公司（简称“东阳光药”）签署《战略合作框架协议》，将继续独家总代理“磷酸奥司他韦(可威)”3个单独规格在OTC渠道的销售，自2023年1月1日起合作3年，期内力争实现50亿元销售","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661108017","isVote":1,"tweetType":1,"viewCount":4054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159036163,"gmtCreate":1624930632752,"gmtModify":1624930632752,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光药(01558)$</a>未来出的要只要集采一中都是利好","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光药(01558)$</a>未来出的要只要集采一中都是利好","text":"$东阳光药(01558)$未来出的要只要集采一中都是利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/159036163","isVote":1,"tweetType":1,"viewCount":6644,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500533681959256","authorId":"3500533681959256","name":"亏到底裤已卖","avatar":"https://static.tigerbbs.com/4a516d77954e7d5d207bac889796c3b8","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3500533681959256","idStr":"3500533681959256"},"content":"我还亏25个点","text":"我还亏25个点","html":"我还亏25个点"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122040272,"gmtCreate":1624589879396,"gmtModify":1624589879396,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光药(01558)$</a>涨起来了","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光药(01558)$</a>涨起来了","text":"$东阳光药(01558)$涨起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/122040272","isVote":1,"tweetType":1,"viewCount":4264,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500533681959256","authorId":"3500533681959256","name":"亏到底裤已卖","avatar":"https://static.tigerbbs.com/4a516d77954e7d5d207bac889796c3b8","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3500533681959256","idStr":"3500533681959256"},"content":"整个老虎就咱俩买这个股票。[流泪]你买了多少？","text":"整个老虎就咱俩买这个股票。[流泪]你买了多少？","html":"整个老虎就咱俩买这个股票。[流泪]你买了多少？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163876675,"gmtCreate":1623879272597,"gmtModify":1623879272597,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"htmlText":"跌停","listText":"跌停","text":"跌停","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163876675","repostId":"2143938497","repostType":2,"repost":{"id":"2143938497","kind":"news","pubTimestamp":1623836478,"share":"https://www.laohu8.com/m/news/2143938497?lang=zh_CN&edition=full","pubTime":"2021-06-16 17:41","market":"us","language":"zh","title":"中概教育股盘前普跌 行业整顿措施或继续出台","url":"https://stock-news.laohu8.com/highlight/detail?id=2143938497","media":"格隆汇","summary":"格隆汇6月16日丨延续昨日跌势，中概教育股今日盘前继续下跌。好未来跌3.4%，高途跌3.25%，新东方跌3.04%。教育部成立校外教育培训监管司，今日还发布了校外培训风险提示。有机构指出，校外教育培训监管司的成立体现中央对校外教培行业改革的决心，与早前市场关于未来将出现更加严厉的行业整顿措施的预期一致，预计未来会出台关于校外教培行业的新政策，行业的发展将迎来改变。行业内一些弊端有望被有效根除，长远来看会有利于头部企业的业务发展，但短期内会对企业业务拓展造成一定约束。目前行业仍面临新政策的不确定性，短期内会进一步对教培行业的估值造成波动。","content":"<html><body><p>格隆汇6月16日丨延续昨日跌势，中概教育股今日盘前继续下跌。<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌3.4%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌3.25%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌3.04%。</p><p><img src=\"https://img3.gelonghui.com/a5628-226263ed-3512-42f4-9a59-844d26105fd6.png\"/></p><div><div>教育部成立校外教育培训监管司，今日还发布了校外培训风险提示。<br/><br/>有机构指出，校外教育培训监管司的成立体现中央对校外教培行业改革的决心，与早前市场关于未来将出现更加严厉的行业整顿措施的预期一致，预计未来会出台关于校外教培行业的新政策，行业的发展将迎来改变。行业内一些弊端有望被有效根除，长远来看会有利于头部企业的业务发展，但短期内会对企业业务拓展造成一定约束。目前行业仍面临新政策的不确定性，短期内会进一步对教培行业的估值造成波动。</div></div></body></html>","source":"stock_gelonghui","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>中概教育股盘前普跌 行业整顿措施或继续出台</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中概教育股盘前普跌 行业整顿措施或继续出台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 17:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/news/detail.html?id=536278><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇6月16日丨延续昨日跌势，中概教育股今日盘前继续下跌。好未来跌3.4%，高途跌3.25%，新东方跌3.04%。教育部成立校外教育培训监管司，今日还发布了校外培训风险提示。有机构指出，校外教育培训监管司的成立体现中央对校外教培行业改革的决心，与早前市场关于未来将出现更加严厉的行业整顿措施的预期一致，预计未来会出台关于校外教培行业的新政策，行业的发展将迎来改变。行业内一些弊端有望被有效根除，长远...</p>\n\n<a href=\"https://www.gelonghui.com/news/detail.html?id=536278\">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/1c0bfebcb37e1240d16377a06ed99d55","relate_stocks":{"TAL":"好未来","EDU":"新东方","GOTU":"高途"},"source_url":"https://www.gelonghui.com/news/detail.html?id=536278","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143938497","content_text":"格隆汇6月16日丨延续昨日跌势，中概教育股今日盘前继续下跌。好未来跌3.4%，高途跌3.25%，新东方跌3.04%。教育部成立校外教育培训监管司，今日还发布了校外培训风险提示。有机构指出，校外教育培训监管司的成立体现中央对校外教培行业改革的决心，与早前市场关于未来将出现更加严厉的行业整顿措施的预期一致，预计未来会出台关于校外教培行业的新政策，行业的发展将迎来改变。行业内一些弊端有望被有效根除，长远来看会有利于头部企业的业务发展，但短期内会对企业业务拓展造成一定约束。目前行业仍面临新政策的不确定性，短期内会进一步对教培行业的估值造成波动。","news_type":1,"symbols_score_info":{"TAL":0.9,"EDU":0.9,"GOTU":0.9}},"isVote":1,"tweetType":1,"viewCount":4339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342865258,"gmtCreate":1618200166874,"gmtModify":1618200166874,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光药(01558)$</a>每次跌10%加一层","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光药(01558)$</a>每次跌10%加一层","text":"$东阳光药(01558)$每次跌10%加一层","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342865258","isVote":1,"tweetType":1,"viewCount":3116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360995400,"gmtCreate":1613806045500,"gmtModify":1613806045500,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"htmlText":"干","listText":"干","text":"干","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360995400","repostId":"1122334705","repostType":4,"isVote":1,"tweetType":1,"viewCount":4219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337085825,"gmtCreate":1611029011667,"gmtModify":1703747525470,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03316\">$滨江服务(03316)$</a>滨江服务前景不得了第一名稳了","listText":"<a href=\"https://laohu8.com/S/03316\">$滨江服务(03316)$</a>滨江服务前景不得了第一名稳了","text":"$滨江服务(03316)$滨江服务前景不得了第一名稳了","images":[{"img":"https://static.tigerbbs.com/ca32fb4c846fc8a93230d2944200797d","width":"800","height":"1770"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337085825","isVote":1,"tweetType":1,"viewCount":3755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":396345897,"gmtCreate":1607051821619,"gmtModify":1703846139254,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"htmlText":"跌停的节奏","listText":"跌停的节奏","text":"跌停的节奏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/396345897","repostId":"1126211137","repostType":4,"repost":{"id":"1126211137","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1607050548,"share":"https://www.laohu8.com/m/news/1126211137?lang=zh_CN&edition=full","pubTime":"2020-12-04 10:55","market":"us","language":"zh","title":"消息称理想汽车增发股份每股定价29美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1126211137","media":"老虎资讯综合","summary":"12月4日讯，据媒体报道，知情人士称$理想汽车(LI)$把增发4,700万股美国存托股份(ADS)的价格定在每股29美元，募集13.6亿美元，增发价格较周四收盘价32.31美元折让10.2％。高盛、瑞银和中金公司为账簿管理人。\n\n计划用途包括：约30%用于新一代电动汽车技术的研发，包括高压平台、高C电池和超快充电；约20%用于下一个BEV（Battery Electric Vehicle）平台和未来车型的研发；大约20%用于自动驾驶技术和解决方案的研发；余额用于公司一般用途。","content":"<p>12月4日讯，据媒体报道，知情人士称<a href=\"https://laohu8.com/S/LI\">理想汽车</a>把增发4,700万股美国存托股份(ADS)的价格定在每股29美元，募集13.6亿美元，增发价格较周四收盘价32.31美元折让10.2％。高盛、瑞银和中金公司为账簿管理人。</p><p>计划用途包括：约30%用于新一代电动汽车技术的研发，包括高压平台、高C电池和超快充电；约20%用于下一个BEV（Battery Electric Vehicle）平台和未来车型的研发；大约20%用于自动驾驶技术和解决方案的研发；余额用于公司一般用途。</p><p><img src=\"https://static.tigerbbs.com/b7387642c299e5e4f6e6a640863075d7\" tg-width=\"840\" tg-height=\"470\"></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>消息称理想汽车增发股份每股定价29美元</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消息称理想汽车增发股份每股定价29美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-12-04 10:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月4日讯，据媒体报道，知情人士称<a href=\"https://laohu8.com/S/LI\">理想汽车</a>把增发4,700万股美国存托股份(ADS)的价格定在每股29美元，募集13.6亿美元，增发价格较周四收盘价32.31美元折让10.2％。高盛、瑞银和中金公司为账簿管理人。</p><p>计划用途包括：约30%用于新一代电动汽车技术的研发，包括高压平台、高C电池和超快充电；约20%用于下一个BEV（Battery Electric Vehicle）平台和未来车型的研发；大约20%用于自动驾驶技术和解决方案的研发；余额用于公司一般用途。</p><p><img src=\"https://static.tigerbbs.com/b7387642c299e5e4f6e6a640863075d7\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126211137","content_text":"12月4日讯，据媒体报道，知情人士称理想汽车把增发4,700万股美国存托股份(ADS)的价格定在每股29美元，募集13.6亿美元，增发价格较周四收盘价32.31美元折让10.2％。高盛、瑞银和中金公司为账簿管理人。计划用途包括：约30%用于新一代电动汽车技术的研发，包括高压平台、高C电池和超快充电；约20%用于下一个BEV（Battery Electric Vehicle）平台和未来车型的研发；大约20%用于自动驾驶技术和解决方案的研发；余额用于公司一般用途。","news_type":1,"symbols_score_info":{"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1653,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":159036163,"gmtCreate":1624930632752,"gmtModify":1624930632752,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561014892613672","authorIdStr":"3561014892613672"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光药(01558)$</a>未来出的要只要集采一中都是利好","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光药(01558)$</a>未来出的要只要集采一中都是利好","text":"$东阳光药(01558)$未来出的要只要集采一中都是利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/159036163","isVote":1,"tweetType":1,"viewCount":6644,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500533681959256","authorId":"3500533681959256","name":"亏到底裤已卖","avatar":"https://static.tigerbbs.com/4a516d77954e7d5d207bac889796c3b8","crmLevel":2,"crmLevelSwitch":0,"idStr":"3500533681959256","authorIdStr":"3500533681959256"},"content":"我还亏25个点","text":"我还亏25个点","html":"我还亏25个点"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122040272,"gmtCreate":1624589879396,"gmtModify":1624589879396,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561014892613672","authorIdStr":"3561014892613672"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光药(01558)$</a>涨起来了","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光药(01558)$</a>涨起来了","text":"$东阳光药(01558)$涨起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/122040272","isVote":1,"tweetType":1,"viewCount":4264,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500533681959256","authorId":"3500533681959256","name":"亏到底裤已卖","avatar":"https://static.tigerbbs.com/4a516d77954e7d5d207bac889796c3b8","crmLevel":2,"crmLevelSwitch":0,"idStr":"3500533681959256","authorIdStr":"3500533681959256"},"content":"整个老虎就咱俩买这个股票。[流泪]你买了多少？","text":"整个老虎就咱俩买这个股票。[流泪]你买了多少？","html":"整个老虎就咱俩买这个股票。[流泪]你买了多少？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396345897,"gmtCreate":1607051821619,"gmtModify":1703846139254,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561014892613672","authorIdStr":"3561014892613672"},"themes":[],"htmlText":"跌停的节奏","listText":"跌停的节奏","text":"跌停的节奏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/396345897","repostId":"1126211137","repostType":4,"repost":{"id":"1126211137","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1607050548,"share":"https://www.laohu8.com/m/news/1126211137?lang=zh_CN&edition=full","pubTime":"2020-12-04 10:55","market":"us","language":"zh","title":"消息称理想汽车增发股份每股定价29美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1126211137","media":"老虎资讯综合","summary":"12月4日讯，据媒体报道，知情人士称$理想汽车(LI)$把增发4,700万股美国存托股份(ADS)的价格定在每股29美元，募集13.6亿美元，增发价格较周四收盘价32.31美元折让10.2％。高盛、瑞银和中金公司为账簿管理人。\n\n计划用途包括：约30%用于新一代电动汽车技术的研发，包括高压平台、高C电池和超快充电；约20%用于下一个BEV（Battery Electric Vehicle）平台和未来车型的研发；大约20%用于自动驾驶技术和解决方案的研发；余额用于公司一般用途。","content":"<p>12月4日讯，据媒体报道，知情人士称<a href=\"https://laohu8.com/S/LI\">理想汽车</a>把增发4,700万股美国存托股份(ADS)的价格定在每股29美元，募集13.6亿美元，增发价格较周四收盘价32.31美元折让10.2％。高盛、瑞银和中金公司为账簿管理人。</p><p>计划用途包括：约30%用于新一代电动汽车技术的研发，包括高压平台、高C电池和超快充电；约20%用于下一个BEV（Battery Electric Vehicle）平台和未来车型的研发；大约20%用于自动驾驶技术和解决方案的研发；余额用于公司一般用途。</p><p><img src=\"https://static.tigerbbs.com/b7387642c299e5e4f6e6a640863075d7\" tg-width=\"840\" tg-height=\"470\"></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>消息称理想汽车增发股份每股定价29美元</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消息称理想汽车增发股份每股定价29美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-12-04 10:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月4日讯，据媒体报道，知情人士称<a href=\"https://laohu8.com/S/LI\">理想汽车</a>把增发4,700万股美国存托股份(ADS)的价格定在每股29美元，募集13.6亿美元，增发价格较周四收盘价32.31美元折让10.2％。高盛、瑞银和中金公司为账簿管理人。</p><p>计划用途包括：约30%用于新一代电动汽车技术的研发，包括高压平台、高C电池和超快充电；约20%用于下一个BEV（Battery Electric Vehicle）平台和未来车型的研发；大约20%用于自动驾驶技术和解决方案的研发；余额用于公司一般用途。</p><p><img src=\"https://static.tigerbbs.com/b7387642c299e5e4f6e6a640863075d7\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126211137","content_text":"12月4日讯，据媒体报道，知情人士称理想汽车把增发4,700万股美国存托股份(ADS)的价格定在每股29美元，募集13.6亿美元，增发价格较周四收盘价32.31美元折让10.2％。高盛、瑞银和中金公司为账簿管理人。计划用途包括：约30%用于新一代电动汽车技术的研发，包括高压平台、高C电池和超快充电；约20%用于下一个BEV（Battery Electric Vehicle）平台和未来车型的研发；大约20%用于自动驾驶技术和解决方案的研发；余额用于公司一般用途。","news_type":1,"symbols_score_info":{"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1653,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337085825,"gmtCreate":1611029011667,"gmtModify":1703747525470,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561014892613672","authorIdStr":"3561014892613672"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03316\">$滨江服务(03316)$</a>滨江服务前景不得了第一名稳了","listText":"<a href=\"https://laohu8.com/S/03316\">$滨江服务(03316)$</a>滨江服务前景不得了第一名稳了","text":"$滨江服务(03316)$滨江服务前景不得了第一名稳了","images":[{"img":"https://static.tigerbbs.com/ca32fb4c846fc8a93230d2944200797d","width":"800","height":"1770"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337085825","isVote":1,"tweetType":1,"viewCount":3755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":538681560127064,"gmtCreate":1772535018028,"gmtModify":1772543113837,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561014892613672","authorIdStr":"3561014892613672"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 清仓美光科技，台积电，大幅减仓谷歌，安心睡觉。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 清仓美光科技，台积电，大幅减仓谷歌，安心睡觉。","text":"$美光科技(MU)$ 清仓美光科技，台积电，大幅减仓谷歌，安心睡觉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538681560127064","isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536828997645880,"gmtCreate":1772082731126,"gmtModify":1772082732818,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561014892613672","authorIdStr":"3561014892613672"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 咋回事，持有这么多现金，涨幅没有2倍啊","listText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 咋回事，持有这么多现金，涨幅没有2倍啊","text":"$南方两倍做多海力士(07709)$ 咋回事，持有这么多现金，涨幅没有2倍啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536828997645880","isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342865258,"gmtCreate":1618200166874,"gmtModify":1618200166874,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561014892613672","authorIdStr":"3561014892613672"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01558\">$东阳光药(01558)$</a>每次跌10%加一层","listText":"<a href=\"https://laohu8.com/S/01558\">$东阳光药(01558)$</a>每次跌10%加一层","text":"$东阳光药(01558)$每次跌10%加一层","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342865258","isVote":1,"tweetType":1,"viewCount":3116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305338037379232,"gmtCreate":1715579931553,"gmtModify":1715579933529,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561014892613672","authorIdStr":"3561014892613672"},"themes":[],"htmlText":"难怪大涨一波","listText":"难怪大涨一波","text":"难怪大涨一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305338037379232","repostId":"2435439743","repostType":2,"repost":{"id":"2435439743","kind":"news","pubTimestamp":1715572037,"share":"https://www.laohu8.com/m/news/2435439743?lang=zh_CN&edition=full","pubTime":"2024-05-13 11:47","market":"hk","language":"zh","title":"浙商证券：如何看待近期集运价格反直觉大涨？","url":"https://stock-news.laohu8.com/highlight/detail?id=2435439743","media":"智通财经","summary":"集运运价反直觉大涨：红海冲突长期化、欧美需求边际好转、美线进入长协签订期，三大因素共同作用红海冲突有效提升集装箱船舶箱海里运力需求，根据Clarksons数据，预计2024年运力增长约9.0%，需求吨海里增长约9.2%，行业供需关系改善。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/601878\">浙商证券</a>发布研报称，近期，船公司涨价情绪受多方面因素支撑：<strong>红海冲突长期化导致供应链紧张，</strong>一方面，船舶绕行导致运距增长，有效提升箱海里运力需求，消化现有运力，另一方面，船舶周转效率下降导致港口集装箱周转紧张，进一步加剧供应链紧张情绪。<strong>需求端边际向好，</strong>一方面，欧美宏观经济数据边际好转，另一方面，受绕行导致运输时间拉长影响，叠加对旺季运价上涨的预期，货主提前备货。此外，美线进入长协签约关键时期，船公司具有涨价动力。</p><p><strong>相关标的：</strong>随供需关系改善，集运板块盈利或逐步修复，建议关注<a href=\"https://laohu8.com/S/601919\">中远海控</a>(601919.SH,01919)，<a href=\"https://laohu8.com/S/01308\">海丰国际</a>(01308)，<a href=\"https://laohu8.com/S/00316\">东方海外国际</a>(00316)，<a href=\"https://laohu8.com/S/603565\">中谷物流</a>(603565.SH)等。</p><p><span>浙商证券主要观点如下：</span></p><p><strong>集装箱船舶进入集中交付期，但远东-欧洲主力船型17000+TEU交付增量有限</strong></p><p>集装箱船舶存量市场供给情况： 2022年以来，集装箱船舶订单量快速增长，截至2024年4月，全球存量集装箱船舶约6239艘，总运力约2854.9万TEU，在手订单船舶约749艘，总运力约634.7万TEU，订单运力占比约22%。</p><p>订单运力预期交付情况：2023年以来，集装箱船舶陆续交付，根据Clarksons数据，预计2024年至2027年交付运力分别占现有运力的8.3%、6.8%、3.9%和2.6%，2024-2025年为订单运力集中交付期。分船型看，主干航线17000+TEU船型2024年交付运力占比约6.0%，交付运力相对有限。</p><p>高集中度格局及行业联盟形成挺价动力。外贸集装箱班轮公司具备较高的集中度，截至2024年5月10日，前十大集装箱班轮公司运力占比达84.2%，加上公司之间形成行业联盟合作，一方面在供需环境恶化背景下有助于通过停航控制运力等方式减缓恶性价格竞争，另一方面在供需关系好转背景下有望通过联合挺价实现更高运价水平。</p><p><strong>红海冲突后船舶绕行，航距增长约29%，仅远东-欧洲饶行就会拉动全球箱海里需求增长5.27%</strong></p><p>集装箱船舶大量绕行，且绕行长期化趋势显著。1月以来，集装箱船舶开始大规模绕行好望角，截至5月8日，7日平均抵达亚丁湾集装箱船舶约6艘，同比-67%，集装箱数量1.67万TEU，同比-92%;抵达好望角集装箱船舶约20艘，同比+262%，集装箱数量22.43万TEU，同比+446%。</p><p>根据Clarksons数据，若避开红海选择绕航，将大幅增加航线距离和航行天数，以远东至欧洲为例，绕航好望角，航行天数约36天，较途径苏伊士运河的航线时间增加约8天，航距增长约29%。根据我们测算，远东至欧洲航线绕行将带动全球箱海里运输需求增长5.27%。</p><p><strong>集运运价反直觉大涨：红海冲突长期化、欧美需求边际好转、美线进入长协签订期，三大因素共同作用</strong></p><p>红海冲突有效提升集装箱船舶箱海里运力需求，根据Clarksons数据，预计2024年运力增长约9.0%，需求吨海里增长约9.2%，行业供需关系改善。其中，主干航线17000+TEU船型2024年交付运力占比约6.0%，交付运力相对有限。根据Clarksons数据，预计2024年欧洲与远东之间贸易箱海里量增速为16%，欧线运力供给相对紧缺。</p><p>红海绕行带动运输箱海里需求提升，另一方面，高集中度背景下行业内挺价意愿较强，其次，欧线主力船型为17000TEU+船型，2024年交付运力占比约6.0%，新增运力供给有限。2024年集运运价大幅上涨，年初至今CCFI指数均值同比+20%，SCFI指数均值同比+100%。</p><p>5月以来，多家船公司披露涨价，月初达飞、赫伯罗特针对亚洲-北欧、亚洲-地中海及北非等航线上调运费，以达飞为例，亚洲-北欧航线新FAK标准为2700美元/TEU、5000美元/FEU，5月15日起生效，新标准涨幅为500美元/TEU、1000美元/FEU；近日多家班轮公司相继调整亚非航线旺季附加费。</p></body></html>","source":"stock_zhitongcaijing","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>浙商证券：如何看待近期集运价格反直觉大涨？</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浙商证券：如何看待近期集运价格反直觉大涨？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-13 11:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1120360.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，浙商证券发布研报称，近期，船公司涨价情绪受多方面因素支撑：红海冲突长期化导致供应链紧张，一方面，船舶绕行导致运距增长，有效提升箱海里运力需求，消化现有运力，另一方面，船舶周转效率下降导致港口集装箱周转紧张，进一步加剧供应链紧张情绪。需求端边际向好，一方面，欧美宏观经济数据边际好转，另一方面，受绕行导致运输时间拉长影响，叠加对旺季运价上涨的预期，货主提前备货。此外，美线进入长协...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1120360.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601878":"浙商证券","01308":"海丰国际","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","BK1535":"港口运输股","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","IE00BYTNYN87.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5\" (SGD) ACC","BK0276":"资本市场","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","00316":"东方海外国际","01919":"中远海控","BK1103":"海运","BK1505":"一带一路","BK1541":"物流"},"source_url":"http://www.zhitongcaijing.com/content/detail/1120360.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2435439743","content_text":"智通财经APP获悉，浙商证券发布研报称，近期，船公司涨价情绪受多方面因素支撑：红海冲突长期化导致供应链紧张，一方面，船舶绕行导致运距增长，有效提升箱海里运力需求，消化现有运力，另一方面，船舶周转效率下降导致港口集装箱周转紧张，进一步加剧供应链紧张情绪。需求端边际向好，一方面，欧美宏观经济数据边际好转，另一方面，受绕行导致运输时间拉长影响，叠加对旺季运价上涨的预期，货主提前备货。此外，美线进入长协签约关键时期，船公司具有涨价动力。相关标的：随供需关系改善，集运板块盈利或逐步修复，建议关注中远海控(601919.SH,01919)，海丰国际(01308)，东方海外国际(00316)，中谷物流(603565.SH)等。浙商证券主要观点如下：集装箱船舶进入集中交付期，但远东-欧洲主力船型17000+TEU交付增量有限集装箱船舶存量市场供给情况： 2022年以来，集装箱船舶订单量快速增长，截至2024年4月，全球存量集装箱船舶约6239艘，总运力约2854.9万TEU，在手订单船舶约749艘，总运力约634.7万TEU，订单运力占比约22%。订单运力预期交付情况：2023年以来，集装箱船舶陆续交付，根据Clarksons数据，预计2024年至2027年交付运力分别占现有运力的8.3%、6.8%、3.9%和2.6%，2024-2025年为订单运力集中交付期。分船型看，主干航线17000+TEU船型2024年交付运力占比约6.0%，交付运力相对有限。高集中度格局及行业联盟形成挺价动力。外贸集装箱班轮公司具备较高的集中度，截至2024年5月10日，前十大集装箱班轮公司运力占比达84.2%，加上公司之间形成行业联盟合作，一方面在供需环境恶化背景下有助于通过停航控制运力等方式减缓恶性价格竞争，另一方面在供需关系好转背景下有望通过联合挺价实现更高运价水平。红海冲突后船舶绕行，航距增长约29%，仅远东-欧洲饶行就会拉动全球箱海里需求增长5.27%集装箱船舶大量绕行，且绕行长期化趋势显著。1月以来，集装箱船舶开始大规模绕行好望角，截至5月8日，7日平均抵达亚丁湾集装箱船舶约6艘，同比-67%，集装箱数量1.67万TEU，同比-92%;抵达好望角集装箱船舶约20艘，同比+262%，集装箱数量22.43万TEU，同比+446%。根据Clarksons数据，若避开红海选择绕航，将大幅增加航线距离和航行天数，以远东至欧洲为例，绕航好望角，航行天数约36天，较途径苏伊士运河的航线时间增加约8天，航距增长约29%。根据我们测算，远东至欧洲航线绕行将带动全球箱海里运输需求增长5.27%。集运运价反直觉大涨：红海冲突长期化、欧美需求边际好转、美线进入长协签订期，三大因素共同作用红海冲突有效提升集装箱船舶箱海里运力需求，根据Clarksons数据，预计2024年运力增长约9.0%，需求吨海里增长约9.2%，行业供需关系改善。其中，主干航线17000+TEU船型2024年交付运力占比约6.0%，交付运力相对有限。根据Clarksons数据，预计2024年欧洲与远东之间贸易箱海里量增速为16%，欧线运力供给相对紧缺。红海绕行带动运输箱海里需求提升，另一方面，高集中度背景下行业内挺价意愿较强，其次，欧线主力船型为17000TEU+船型，2024年交付运力占比约6.0%，新增运力供给有限。2024年集运运价大幅上涨，年初至今CCFI指数均值同比+20%，SCFI指数均值同比+100%。5月以来，多家船公司披露涨价，月初达飞、赫伯罗特针对亚洲-北欧、亚洲-地中海及北非等航线上调运费，以达飞为例，亚洲-北欧航线新FAK标准为2700美元/TEU、5000美元/FEU，5月15日起生效，新标准涨幅为500美元/TEU、1000美元/FEU；近日多家班轮公司相继调整亚非航线旺季附加费。","news_type":1,"symbols_score_info":{"601878":1,"01919":0.9,"00316":0.9,"01308":0.9}},"isVote":1,"tweetType":1,"viewCount":3287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209802748453112,"gmtCreate":1692226979623,"gmtModify":1692226981112,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561014892613672","authorIdStr":"3561014892613672"},"themes":[],"htmlText":"再跌跌","listText":"再跌跌","text":"再跌跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209802748453112","repostId":"2360336272","repostType":2,"repost":{"id":"2360336272","kind":"news","pubTimestamp":1692213808,"share":"https://www.laohu8.com/m/news/2360336272?lang=zh_CN&edition=full","pubTime":"2023-08-17 03:23","market":"us","language":"zh","title":"瑞思迈盘中异动 快速下挫5.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=2360336272","media":"自选股智能写手","summary":"北京时间2023年08月17日03时23分，瑞思迈股票出现波动，股价快速跳水5.00%。截至发稿，该股报173.73美元/股，成交量105.657万股，换手率0.72%，振幅5.13%。机构评级方面，在所有24家参与评级的机构中，75%的券商给予买入建议，25%的券商给予持有建议，无券商给予卖出建议。瑞思迈股票所在的医疗设备行业中，整体跌幅为1.50%。瑞思迈公司简介：瑞思迈是全球最大的呼吸护理设备公司之一，主要开发和供应用于治疗睡眠呼吸暂停的气流发生器、面罩和配件。","content":"<html><body><article><p>北京时间2023年08月17日03时23分，<a href=\"https://laohu8.com/S/RMD\">瑞思迈</a>（RMD.us）股票出现波动，股价快速跳水5.00%。截至发稿，该股报173.73美元/股，成交量105.657万股，<span>换手率</span>0.72%，振幅5.13%。</p><p>最近的财报数据显示，该股实现<span>营业收入</span>42.23亿美元，<span>净利润</span>8.98亿美元，<span>每股收益</span>6.12美元，<span>毛利</span>23.14亿美元，市盈率28.54倍。</p><p>机构评级方面，在所有24家参与评级的机构中，75%的券商给予买入建议，25%的券商给予持有建议，无券商给予卖出建议。</p><p>瑞思迈股票所在的医疗设备行业中，整体跌幅为1.50%。其相关个股中，<a href=\"https://laohu8.com/S/BNGOW\">Bionano Genomics Inc</a> C/Wts 21/08/2023(To Pur Com)、<a href=\"https://laohu8.com/S/GMVD\">G Medical Innovations</a> Hldgs Ltd C/Wts 29/06/2025 (To Pur Ord) (P/S)、Nexgel Inc C/Wts 01/12/2026 (To Pur Com)涨幅较大，<a href=\"https://laohu8.com/S/GMV.AU\">G Medical Innovations</a> Hldgs Ltd、<a href=\"https://laohu8.com/S/BNGO\">Bionano Genomics</a> Inc、AngioDynamics较为活跃，换手率分别为28.11%、2.93%、2.34%，振幅较大的相关个股有Bionano Genomics Inc C/Wts 21/08/2023(To Pur Com)、Nexgel Inc、G Medical Innovations Hldgs Ltd C/Wts 29/06/2025 (To Pur Ord) (P/S)，振幅分别为32.61%、22.86%、21.19%。</p><p>瑞思迈公司简介：瑞思迈是全球最大的呼吸护理设备公司之一，主要开发和供应用于治疗睡眠呼吸暂停的气流发生器、面罩和配件。 越来越多的睡眠呼吸暂停诊断加上人口老龄化和肥胖症的流行，导致市场结构性增长。 该公司大约三分之二的收入来自美洲，其余收入来自欧洲、日本和澳大利亚主导的其他地区。 最近的发展和收购都集中在数字健康上，因为瑞思迈的目标是通过提供临床数据供院外环境中的患者、医疗保健顾问和付款人使用来实现差异化。</p><p>（以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）</p></article></body></html>","source":"tencent","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>瑞思迈盘中异动 快速下挫5.00%</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瑞思迈盘中异动 快速下挫5.00%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-17 03:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081703232883831102&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2023年08月17日03时23分，瑞思迈（RMD.us）股票出现波动，股价快速跳水5.00%。截至发稿，该股报173.73美元/股，成交量105.657万股，换手率0.72%，振幅5.13%。最近的财报数据显示，该股实现营业收入42.23亿美元，净利润8.98亿美元，每股收益6.12美元，毛利23.14亿美元，市盈率28.54倍。机构评级方面，在所有24家参与评级的机构中，75%的券商...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081703232883831102&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4082":"医疗保健设备","RMD":"瑞思迈","BK4504":"桥水持仓","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4548":"巴美列捷福持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081703232883831102&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2360336272","content_text":"北京时间2023年08月17日03时23分，瑞思迈（RMD.us）股票出现波动，股价快速跳水5.00%。截至发稿，该股报173.73美元/股，成交量105.657万股，换手率0.72%，振幅5.13%。最近的财报数据显示，该股实现营业收入42.23亿美元，净利润8.98亿美元，每股收益6.12美元，毛利23.14亿美元，市盈率28.54倍。机构评级方面，在所有24家参与评级的机构中，75%的券商给予买入建议，25%的券商给予持有建议，无券商给予卖出建议。瑞思迈股票所在的医疗设备行业中，整体跌幅为1.50%。其相关个股中，Bionano Genomics Inc C/Wts 21/08/2023(To Pur Com)、G Medical Innovations Hldgs Ltd C/Wts 29/06/2025 (To Pur Ord) (P/S)、Nexgel Inc C/Wts 01/12/2026 (To Pur Com)涨幅较大，G Medical Innovations Hldgs Ltd、Bionano Genomics Inc、AngioDynamics较为活跃，换手率分别为28.11%、2.93%、2.34%，振幅较大的相关个股有Bionano Genomics Inc C/Wts 21/08/2023(To Pur Com)、Nexgel Inc、G Medical Innovations Hldgs Ltd C/Wts 29/06/2025 (To Pur Ord) (P/S)，振幅分别为32.61%、22.86%、21.19%。瑞思迈公司简介：瑞思迈是全球最大的呼吸护理设备公司之一，主要开发和供应用于治疗睡眠呼吸暂停的气流发生器、面罩和配件。 越来越多的睡眠呼吸暂停诊断加上人口老龄化和肥胖症的流行，导致市场结构性增长。 该公司大约三分之二的收入来自美洲，其余收入来自欧洲、日本和澳大利亚主导的其他地区。 最近的发展和收购都集中在数字健康上，因为瑞思迈的目标是通过提供临床数据供院外环境中的患者、医疗保健顾问和付款人使用来实现差异化。（以上内容为自选股智能机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）","news_type":1,"symbols_score_info":{"RMD":1}},"isVote":1,"tweetType":1,"viewCount":5441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623711310,"gmtCreate":1671676627331,"gmtModify":1671678427211,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561014892613672","authorIdStr":"3561014892613672"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ &nbsp;</a>牛逼没交易量","listText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ &nbsp;</a>牛逼没交易量","text":"$上美股份(02145)$ 牛逼没交易量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623711310","isVote":1,"tweetType":1,"viewCount":3701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}