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TeckLee

TeckLee

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2021-06-15

$Histogenics Corporation(OCGN)$我只想问，猫今天讲话了吗

2021-06-29

$Histogenics Corporation(OCGN)$昨天看到Reddit散户在抱团了，希望可以pump到像amc一样。空头准备爆仓吧。

2021-11-17

$英偉達(NVDA)$今晚跌了再买

2021-06-09

$ContextLogic Inc.(WISH)$我放了bb过来的！

2021-04-30

$Histogenics Corporation(OCGN)$還會再高嗎

2021-06-07

$黑莓(BB)$只要开盘1小时能维持在14-14.6。今天就稳了👍

2021-06-04

$黑莓(BB)$昨天回调一点，今天就可以冲了！跟amc礼拜二一样隔一天就冲了

2021-11-05

$Exela Technologies, Inc.(XELA)$安全带系好

2021-08-04

$Robinhood Markets, Inc.(HOOD)$有詐？

2021-06-21

$Palantir Technologies Inc.(PLTR)$今晚26！

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<b>深陷舆论争议的联想。</b>\n</blockquote>\n<p>联想，正在被架在火上烤，还是急火攻心，大火猛煎的那种。</p>\n<p>公司明明是国内电脑企业，在全球竞争市场的格局下拿下第一桂冠，是当初的民族之光，却在现在总背着“美帝良心想”的骂名，不受很多国人待见；</p>\n<p>创始人柳传志明明是被业界公认的教父级别企业家，是官方认证的改革先锋，但在近段时间被质疑是“国有资产流失的罪人”，更严重点被扣上了“卖国贼”、“买办”的帽子；</p>\n<p>连带着联想全球CMO乔健，都被标上柳传志秘书的标签，被质疑者借机发挥......</p>\n<p>联想究竟做错了什么。</p>\n<p>昔日的“贸工技”“技工贸”路线之争，昔日的国有企业股改，昔日的5G投票事件等等，这些陈旧的往事一一被再度拿到台前。</p>\n<p><b>即便无论从当时的历史背景、财务资料，乃至事实真相上，这些往事早就有了准确定论，但这并未阻止在今时今日继续成为人们攻讦联想的主要依据。</b></p>\n<p>同时，联想高管的天价薪酬，高管中的老外比例等，亦让本就污名化的联想火上浇油。即便从一个参与全球市场竞争的商业公司角度出发，这些也是在情理之中。</p>\n<p>那么为什么联想，会陷入目前如此之境地？在过去这么多年发展中，联想是怎么就“练就”了这样一幅招黑体质。</p>\n<p><b>联想，没成为人们期待中的联想</b></p>\n<p>能力越大，责任越大。</p>\n<p>放到企业身上，便是当这家企业足够强大时，外界自然期待它应该做的更多，承担的更多，而不仅仅依旧局限于企业本身的职责。</p>\n<p>尤其在联想这种备受关注的互联网行业。</p>\n<p>作为国内第一批互联网企业，联想称得上是充分享受到改革开放以及国内互联网发展红利的企业，也凭借于此站在了全球第一的位置。</p>\n<p>算得上是十足的“既得利益者”。</p>\n<p><b>但穿透市占率、销售额、利润等，人们发现联想并没有积累过强过硬的核心自研科技，本质上或仍然更像是一家电脑组装厂。</b></p>\n<p>过去已经很成功的发展中，联想依旧沿用“贸工技”路线惯性，没有花大力气搞核心技术研发。与同为第一批互联网企业拼搏而出的华为对比，就更显反差。</p>\n<p>一个背景是，自中兴受制事件爆发后，国内用户对于企业的期望，已不再是只关注规模、体量、排名，更强调自主研发、技术创新等实力。</p>\n<p><img src=\"https://static.tigerbbs.com/85e2ed236296a118eec88dcd8847a783\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>联想也需要明白这一点。</p>\n<p>比如此次冲刺科创板为什么引起外界这么质疑？</p>\n<p><b>原因就在于，联想本身认为自己符合条件“最近三年研发投入占营业收入比例5%以上，或最近三年研发投入金额累计6000万以上”的后者。</b></p>\n<p>过去三年，联想每年研发费用约100亿投入，累计下来自然远超科创板上市标准。</p>\n<p><b>但外界针对联想这样的公司体量及江湖地位，认为联想应该满足前者。</b></p>\n<p>而事实上，根据联想科创板上市申请资料显示，联想最近三个财年研发投入分别为102.03亿元、115.17亿元以及120.38亿元，在总营收所占比例为 2.98%、3.27%和 2.92%。</p>\n<p>在已上市科创板企业中，排名倒数。</p>\n<p>跟华为对比，华为2020年的研发费用支出1418.93亿元，约占全年收入的15.9％，且值得注意的是，这一年华为整体受制，营收仅增长3.8%的情况下，研发投入还是持续加码，同比增长7.8%。</p>\n<p>要知道曾几何时，联想也对外一直以民族之光示人，但显然从国人们最期待的核心科技层面出发，联想是没能担起破局排头兵这份职责的。</p>\n<p><b>杨元庆不接地气与联想的傲慢</b></p>\n<p>联想骨子里不愿走出“舒适区”，没能成为外界期待中的国内企业，与此同时，无论是管理层，还是公关层面，或者说是自我陶醉，或者说是傲慢无视，进一步加剧了口碑的快速崩塌。</p>\n<p>先说，杨元庆。</p>\n<p>头部互联网公司，真的很少见企业CEO像杨元庆这样，容易踩坑。</p>\n<p>在华为受制时，面对彼时国内的舆论环境，有报道称，杨元庆在接受采访时表示“联想不是一家中国公司”。</p>\n<p>在引发轩然大波后，即便杨元庆本人还有联想都做出了辟谣声明，指出是被曲解，原话是“联想不仅仅是中国公司，更是一家全球公司。”</p>\n<p>但负面影响已然造成。</p>\n<p>同时也是在国内高呼自研芯片、自研系统等背景下，杨元庆说出了“我们依然相信全球化是一个趋势。对于一家公司，我们没必要自己去做所有的东西；所以我们没有计划，去自己做芯片，做操作系统。”</p>\n<p>5G投票事件中闹得纷纷扬扬，杨元庆发表朋友圈称“出行高考面试结婚生子炒股买黄金剥鸡蛋皮高核武器打贸易战……就怕联想投你反对票！#没想到我司投票天天改变世界”。</p>\n<p><b>看似是自嘲，实际上对舆论满满的不爽。</b></p>\n<p>再到此次谈联想终止科创板IPO事宜，杨元庆也是底气十足地表示，联想研发投入年均持续超过100亿元，“这大大跨越了科创板相关的研发门槛”。他当然明知道外界质疑的是联想研发占整体收入的比例。</p>\n<p><b>从一个企业管理者角度出发，杨元庆的所有表态，一味着站在对企业有利的立场上，为企业说话，以至于不断挑战舆论的神经。</b></p>\n<p>即不接地气，沉迷于自我世界，无视外界反对声音，依旧我行我素。</p>\n<p>这种傲慢，也贯穿到联想集团本身。</p>\n<p>在5G投票事件时，联想已经遭遇了特别大的舆论危机。彼时联想主要做了两件事。</p>\n<p>第一件，柳传志联合一众高管发表声明称，整个过程中联想的投票原则、执行都没有问题，并且搬出了和华为创始人任正非的对话，作为佐证，表示联想维护了企业利益，更注重了大局。不止如此，柳传志还发动了朋友圈，一众业内知名大佬包括李彦宏、周鸿祎、俞敏洪等都力挺联想。</p>\n<p><b>用意其实很直接：那么多大佬都说我联想没问题，你们这些群众还吵吵什么。</b></p>\n<p>只是越如此，越脱离群众。</p>\n<p>第二件，联想也在官方对5G投票以及这么多年遭受的质疑都作出了回应，<b>但不是真诚地沟通，而是怒怼。</b></p>\n<p>比如针对“海外召回，中国不召回，还振振有词的拿民族主义做借口”等质疑联想歧视中国消费者时，联想官方长篇回应就两个意思：我从没有歧视中国消费者。大家黑我是情绪化的，缺乏思考。</p>\n<p>比如针对联想没有核心科技，官方反讽：“您就是来教PC厂商怎么做企业的，我们都错了，您说的都对。”</p>\n<p>显然都没能取得很好的效果。</p>\n<p>否则也不会有此次的再次卷入争议。并且在此次的争议中，联想采取的也不是跟公众真诚沟通，而是想着能不能搞定那个质疑它的人。</p>\n<p>整体而言，联想确实是一家优秀的企业，商业上很成功，但也的确给人留下了不少口实。</p>\n<p>若想在商业成功的基础上获得鲜花与掌声，对于联想来说，需要反思并且做得更多。</p>","source":"lmh","collect":0,"html":"<!DOCTYPE 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}\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联想做错了什么\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 20:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/n89aI_4kNmjzK19-ssPxNQ><strong>AI蓝媒汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>深陷舆论争议的联想。\n\n联想，正在被架在火上烤，还是急火攻心，大火猛煎的那种。\n公司明明是国内电脑企业，在全球竞争市场的格局下拿下第一桂冠，是当初的民族之光，却在现在总背着“美帝良心想”的骂名，不受很多国人待见；\n创始人柳传志明明是被业界公认的教父级别企业家，是官方认证的改革先锋，但在近段时间被质疑是“国有资产流失的罪人”，更严重点被扣上了“卖国贼”、“买办”的帽子；\n连带着联想全球CMO乔健，都...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/n89aI_4kNmjzK19-ssPxNQ\">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/22ad5b18587068f8e3b89a384d8c55ed","relate_stocks":{"00992":"联想集团","BK1526":"科网股","BK1193":"电脑硬件、储存设备及电脑周边","BK1607":"新IT概念"},"source_url":"https://mp.weixin.qq.com/s/n89aI_4kNmjzK19-ssPxNQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127298956","content_text":"深陷舆论争议的联想。\n\n联想，正在被架在火上烤，还是急火攻心，大火猛煎的那种。\n公司明明是国内电脑企业，在全球竞争市场的格局下拿下第一桂冠，是当初的民族之光，却在现在总背着“美帝良心想”的骂名，不受很多国人待见；\n创始人柳传志明明是被业界公认的教父级别企业家，是官方认证的改革先锋，但在近段时间被质疑是“国有资产流失的罪人”，更严重点被扣上了“卖国贼”、“买办”的帽子；\n连带着联想全球CMO乔健，都被标上柳传志秘书的标签，被质疑者借机发挥......\n联想究竟做错了什么。\n昔日的“贸工技”“技工贸”路线之争，昔日的国有企业股改，昔日的5G投票事件等等，这些陈旧的往事一一被再度拿到台前。\n即便无论从当时的历史背景、财务资料，乃至事实真相上，这些往事早就有了准确定论，但这并未阻止在今时今日继续成为人们攻讦联想的主要依据。\n同时，联想高管的天价薪酬，高管中的老外比例等，亦让本就污名化的联想火上浇油。即便从一个参与全球市场竞争的商业公司角度出发，这些也是在情理之中。\n那么为什么联想，会陷入目前如此之境地？在过去这么多年发展中，联想是怎么就“练就”了这样一幅招黑体质。\n联想，没成为人们期待中的联想\n能力越大，责任越大。\n放到企业身上，便是当这家企业足够强大时，外界自然期待它应该做的更多，承担的更多，而不仅仅依旧局限于企业本身的职责。\n尤其在联想这种备受关注的互联网行业。\n作为国内第一批互联网企业，联想称得上是充分享受到改革开放以及国内互联网发展红利的企业，也凭借于此站在了全球第一的位置。\n算得上是十足的“既得利益者”。\n但穿透市占率、销售额、利润等，人们发现联想并没有积累过强过硬的核心自研科技，本质上或仍然更像是一家电脑组装厂。\n过去已经很成功的发展中，联想依旧沿用“贸工技”路线惯性，没有花大力气搞核心技术研发。与同为第一批互联网企业拼搏而出的华为对比，就更显反差。\n一个背景是，自中兴受制事件爆发后，国内用户对于企业的期望，已不再是只关注规模、体量、排名，更强调自主研发、技术创新等实力。\n\n联想也需要明白这一点。\n比如此次冲刺科创板为什么引起外界这么质疑？\n原因就在于，联想本身认为自己符合条件“最近三年研发投入占营业收入比例5%以上，或最近三年研发投入金额累计6000万以上”的后者。\n过去三年，联想每年研发费用约100亿投入，累计下来自然远超科创板上市标准。\n但外界针对联想这样的公司体量及江湖地位，认为联想应该满足前者。\n而事实上，根据联想科创板上市申请资料显示，联想最近三个财年研发投入分别为102.03亿元、115.17亿元以及120.38亿元，在总营收所占比例为 2.98%、3.27%和 2.92%。\n在已上市科创板企业中，排名倒数。\n跟华为对比，华为2020年的研发费用支出1418.93亿元，约占全年收入的15.9％，且值得注意的是，这一年华为整体受制，营收仅增长3.8%的情况下，研发投入还是持续加码，同比增长7.8%。\n要知道曾几何时，联想也对外一直以民族之光示人，但显然从国人们最期待的核心科技层面出发，联想是没能担起破局排头兵这份职责的。\n杨元庆不接地气与联想的傲慢\n联想骨子里不愿走出“舒适区”，没能成为外界期待中的国内企业，与此同时，无论是管理层，还是公关层面，或者说是自我陶醉，或者说是傲慢无视，进一步加剧了口碑的快速崩塌。\n先说，杨元庆。\n头部互联网公司，真的很少见企业CEO像杨元庆这样，容易踩坑。\n在华为受制时，面对彼时国内的舆论环境，有报道称，杨元庆在接受采访时表示“联想不是一家中国公司”。\n在引发轩然大波后，即便杨元庆本人还有联想都做出了辟谣声明，指出是被曲解，原话是“联想不仅仅是中国公司，更是一家全球公司。”\n但负面影响已然造成。\n同时也是在国内高呼自研芯片、自研系统等背景下，杨元庆说出了“我们依然相信全球化是一个趋势。对于一家公司，我们没必要自己去做所有的东西；所以我们没有计划，去自己做芯片，做操作系统。”\n5G投票事件中闹得纷纷扬扬，杨元庆发表朋友圈称“出行高考面试结婚生子炒股买黄金剥鸡蛋皮高核武器打贸易战……就怕联想投你反对票！#没想到我司投票天天改变世界”。\n看似是自嘲，实际上对舆论满满的不爽。\n再到此次谈联想终止科创板IPO事宜，杨元庆也是底气十足地表示，联想研发投入年均持续超过100亿元，“这大大跨越了科创板相关的研发门槛”。他当然明知道外界质疑的是联想研发占整体收入的比例。\n从一个企业管理者角度出发，杨元庆的所有表态，一味着站在对企业有利的立场上，为企业说话，以至于不断挑战舆论的神经。\n即不接地气，沉迷于自我世界，无视外界反对声音，依旧我行我素。\n这种傲慢，也贯穿到联想集团本身。\n在5G投票事件时，联想已经遭遇了特别大的舆论危机。彼时联想主要做了两件事。\n第一件，柳传志联合一众高管发表声明称，整个过程中联想的投票原则、执行都没有问题，并且搬出了和华为创始人任正非的对话，作为佐证，表示联想维护了企业利益，更注重了大局。不止如此，柳传志还发动了朋友圈，一众业内知名大佬包括李彦宏、周鸿祎、俞敏洪等都力挺联想。\n用意其实很直接：那么多大佬都说我联想没问题，你们这些群众还吵吵什么。\n只是越如此，越脱离群众。\n第二件，联想也在官方对5G投票以及这么多年遭受的质疑都作出了回应，但不是真诚地沟通，而是怒怼。\n比如针对“海外召回，中国不召回，还振振有词的拿民族主义做借口”等质疑联想歧视中国消费者时，联想官方长篇回应就两个意思：我从没有歧视中国消费者。大家黑我是情绪化的，缺乏思考。\n比如针对联想没有核心科技，官方反讽：“您就是来教PC厂商怎么做企业的，我们都错了，您说的都对。”\n显然都没能取得很好的效果。\n否则也不会有此次的再次卷入争议。并且在此次的争议中，联想采取的也不是跟公众真诚沟通，而是想着能不能搞定那个质疑它的人。\n整体而言，联想确实是一家优秀的企业，商业上很成功，但也的确给人留下了不少口实。\n若想在商业成功的基础上获得鲜花与掌声，对于联想来说，需要反思并且做得更多。","news_type":1,"symbols_score_info":{"00992":0.9}},"isVote":1,"tweetType":1,"viewCount":1874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876082633,"gmtCreate":1637244674621,"gmtModify":1637244674674,"author":{"id":"3578827310462867","authorId":"3578827310462867","name":"TeckLee","avatar":"https://static.tigerbbs.com/a14b042b91ec43916bc16b7839e39ed2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578827310462867","idStr":"3578827310462867"},"themes":[],"htmlText":"<a 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14:04","market":"sh","language":"zh","title":"万达电影Q3亏损超3亿，推茶饮品牌巩固院线生意？","url":"https://stock-news.laohu8.com/highlight/detail?id=1181466062","media":"36氪","summary":"日前，万达电影公布2021年三季报。受疫情反复的影响，这份成绩单不甚理想。业绩公布后的第一个交易日（11月1日），万达电影盘中一度跌超3%。\n2021年前三季度，万达电影营收92.71亿元，同比增长1","content":"<p>日前，万达电影公布2021年三季报。受疫情反复的影响，这份成绩单不甚理想。业绩公布后的第一个交易日（11月1日），万达电影盘中一度跌超3%。</p>\n<p>2021年前三季度，万达电影营收92.71亿元，同比增长188.50%；归母净利润2.91亿元，同比增长114.42%。其中，第三季度，万达电影营收22.37亿元，同比增长80.25%；录得净亏损3.48亿元，亏损同比收窄22.40%。</p>\n<p>院线电影放映和影视投资制作、发行是万达电影最重要的收入来源。尽管从数据来看，在去年同期的低基数上，万达电影三季度收入增长、亏损收窄，可实际上，其院线放映和影视投资制作、发行两项业务不及预期。</p>\n<p>院线放映方面，在多地发生局部聚集性疫情的情况下，三季度，全国超过3000家影院暂停营业，全国大盘票房仅66.5亿元，较2019年同期下降57.3%，观影人次2亿，较2019年同期下降58.5%，因此万达电影国内影院票房收入大幅下滑。<b>期内其下属影院最多时有近200家暂停营业，截至9月30日仍有40家为停业状态。</b></p>\n<p>影视投资制作、发行方面，万达电影表示，万达影视主投主控的《新大头儿子和小头爸爸4：完美爸爸》和《2哥来了怎么办》于7月先后上映，票房均未能达到预期，加上原定于暑期档上映的郑渊洁作品首部真人电影《皮皮鲁与鲁西西之罐头小人》也因疫情延期上映，作为亲子电影错过了最适合的暑期档，<b>对万达影视业绩造成一定影响，因此万达影视2021年预计无法完成业绩承诺。</b></p>\n<p>展望四季度，作为院线龙头，万达电影具备一定的市占率优势。2021年国庆档，万达电影的市场占有率为14.4%，相比2019年同期提升1个百分点。同时公司重点影院数量有显著提升，在国庆档全国票房排名前200的影院中，万达影院占比超过50%，在全国前10名影院中占据5席。</p>\n<p>值得注意的是，万达电影作为老牌院线，也在想方设法地吸引、留存年轻人。日前万达电影在投资者互动平台透露，<b>公司在旗下影城推出自有品牌茶饮“万茶”，包括独立店及与costa咖啡的融合店两种形式，目前经营良好，同时公司也在调研市场、捕捉消费者习惯，对自有饮品品牌进行提档升级。</b></p>\n<p>此外，优质影片资源也是市场关注的重点。广发证券表示，后续万达电影出品的《寻龙诀2》《误杀2》《外太空的莫扎特》《折叠城市》等重点影片待播。明年进口片引进有望恢复常态，多部好莱坞大片有望带动票房大盘。</p>","source":"36k","collect":0,"html":"<!DOCTYPE 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}\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万达电影Q3亏损超3亿，推茶饮品牌巩固院线生意？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-02 14:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1467286628666377><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前，万达电影公布2021年三季报。受疫情反复的影响，这份成绩单不甚理想。业绩公布后的第一个交易日（11月1日），万达电影盘中一度跌超3%。\n2021年前三季度，万达电影营收92.71亿元，同比增长188.50%；归母净利润2.91亿元，同比增长114.42%。其中，第三季度，万达电影营收22.37亿元，同比增长80.25%；录得净亏损3.48亿元，亏损同比收窄22.40%。\n院线电影放映和影视...</p>\n\n<a href=\"https://36kr.com/p/1467286628666377\">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/c0c4c03a5eea688b1e8fa7410c021db6","relate_stocks":{"002739":"万达电影"},"source_url":"https://36kr.com/p/1467286628666377","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181466062","content_text":"日前，万达电影公布2021年三季报。受疫情反复的影响，这份成绩单不甚理想。业绩公布后的第一个交易日（11月1日），万达电影盘中一度跌超3%。\n2021年前三季度，万达电影营收92.71亿元，同比增长188.50%；归母净利润2.91亿元，同比增长114.42%。其中，第三季度，万达电影营收22.37亿元，同比增长80.25%；录得净亏损3.48亿元，亏损同比收窄22.40%。\n院线电影放映和影视投资制作、发行是万达电影最重要的收入来源。尽管从数据来看，在去年同期的低基数上，万达电影三季度收入增长、亏损收窄，可实际上，其院线放映和影视投资制作、发行两项业务不及预期。\n院线放映方面，在多地发生局部聚集性疫情的情况下，三季度，全国超过3000家影院暂停营业，全国大盘票房仅66.5亿元，较2019年同期下降57.3%，观影人次2亿，较2019年同期下降58.5%，因此万达电影国内影院票房收入大幅下滑。期内其下属影院最多时有近200家暂停营业，截至9月30日仍有40家为停业状态。\n影视投资制作、发行方面，万达电影表示，万达影视主投主控的《新大头儿子和小头爸爸4：完美爸爸》和《2哥来了怎么办》于7月先后上映，票房均未能达到预期，加上原定于暑期档上映的郑渊洁作品首部真人电影《皮皮鲁与鲁西西之罐头小人》也因疫情延期上映，作为亲子电影错过了最适合的暑期档，对万达影视业绩造成一定影响，因此万达影视2021年预计无法完成业绩承诺。\n展望四季度，作为院线龙头，万达电影具备一定的市占率优势。2021年国庆档，万达电影的市场占有率为14.4%，相比2019年同期提升1个百分点。同时公司重点影院数量有显著提升，在国庆档全国票房排名前200的影院中，万达影院占比超过50%，在全国前10名影院中占据5席。\n值得注意的是，万达电影作为老牌院线，也在想方设法地吸引、留存年轻人。日前万达电影在投资者互动平台透露，公司在旗下影城推出自有品牌茶饮“万茶”，包括独立店及与costa咖啡的融合店两种形式，目前经营良好，同时公司也在调研市场、捕捉消费者习惯，对自有饮品品牌进行提档升级。\n此外，优质影片资源也是市场关注的重点。广发证券表示，后续万达电影出品的《寻龙诀2》《误杀2》《外太空的莫扎特》《折叠城市》等重点影片待播。明年进口片引进有望恢复常态，多部好莱坞大片有望带动票房大盘。","news_type":1,"symbols_score_info":{"002739":0.9}},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843171058,"gmtCreate":1635815287287,"gmtModify":1635815287287,"author":{"id":"3578827310462867","authorId":"3578827310462867","name":"TeckLee","avatar":"https://static.tigerbbs.com/a14b042b91ec43916bc16b7839e39ed2","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578827310462867","idStr":"3578827310462867"},"themes":[],"htmlText":"<a 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