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Bipen

Bipen

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IP属地：河南

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2粉丝

3主题

0勋章

01-25

终于升级了。

2024-12-19

$英伟达(NVDA)$ 做丅吧，现在能买到时就上车，135左右卖出。

2024-11-20

看涨。

2024-09-19

$英伟达(NVDA)$ 可能要涨。

2021-09-09

看过。

小米集团：今日耗资约9817万港元，回购410万股

2021-08-31

己阅读

上市后首份财报出炉，先瑞达医疗-B(06669)收入毛利“双百”增长

2021-08-09

阅

【异动股】青岛啤酒股份(00168.HK)涨5.28%

2021-08-09

己阅

东北证券：予盛新锂能(002240.SZ)“增持”评级锂盐业务量价齐升驱动业绩爆发式增长

2021-08-05

阅

抱歉，原内容已删除

2021-07-09

$小米集团-W(01810)$盈亏自知，何时是头。

2021-06-29

$小米集团-W(01810)$小米还不错

2021-06-11

$京东物流(02618)$真是无语了，今天又跌倒了。你还能爬起来吗？？

2021-06-10

$水滴(WDH)$水滴还是那个水滴。

2021-06-05

$京东物流(02618)$天啦，套上了，暗盘就是坑。

2021-05-17

开始打了。

京东物流今起招股，入场费约4379.70港元

2021-05-13

美股也要乱了？？？

抱歉，原内容已删除

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referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109664000","content_text":"9月9日，小米集团：今日回购410万股股份，耗资约9817万港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818127405,"gmtCreate":1630387024507,"gmtModify":1704959532248,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"己阅读","listText":"己阅读","text":"己阅读","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818127405","repostId":"2163839489","repostType":2,"repost":{"id":"2163839489","kind":"news","pubTimestamp":1630372539,"share":"https://www.laohu8.com/m/news/2163839489?lang=&edition=full","pubTime":"2021-08-31 09:15","market":"hk","language":"zh","title":"上市后首份财报出炉，先瑞达医疗-B(06669)收入毛利“双百”增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2163839489","media":"智通财经","summary":"8月30日晚间，“敲钟”不久的中国创新介入医疗器械龙头企业先瑞达医疗-B，马不停蹄地公布了其上市以来的首份中期财报。财报显示，公司开始录得营收主要得益于PTA球囊产品及DCB产品推出。截至2021上半年，该公司收入1.4亿元，同比增长106%，毛利1.23亿，同比增长108%，实现“双百”增长。此次财报同时披露了一项针对其获批产品AcoArt Orchid&Dhalia的临床研究结果。同时，先瑞达在扩大DCB产品适应症方面亦为业内先驱。","content":"<html><body><article><p>8月30日晚间，“敲钟”不久的中国创新介入医疗器械龙头企业<a href=\"https://laohu8.com/S/06669\">先瑞达医疗-B</a>(06669)，马不停蹄地公布了其上市以来的首份中期财报。在资本市场上的聚光灯下，先瑞达充分展现出，其在创新研发驱动之下，开始逐渐释放的业绩潜力和市场竞争力。</p><p>先瑞达医疗是中国创新的介入医疗器械企业，专注于提供血管疾病的“介入无植入及血栓抽吸导管”治疗方案，开发出一套具有世界领先技术(尤其适用于药物涂层球囊(DCB)领域)的介入医疗器械。</p><p>智通财经APP了解到，先瑞达的产品主要专注于血管疾病介入治疗，涉及药物涂层球囊(DCB)、外周球囊扩张导管(PTA)等。财报显示，公司开始录得营收主要得益于PTA球囊产品及DCB产品推出。截至2021上半年，该公司收入1.4亿元，同比增长106%，<span>毛利</span>1.23亿，同比增长108%，实现“双百”增长。公司一直保持超过80%的毛利率，此次财报期更强势增长5个百分点，达到了88.3%。作为重研发的企业，其期内录得研发开支6137.5万元，同比增长327.91%。</p><p>此次财报同时披露了一项针对其获批产品AcoArt Orchid&amp;Dhalia的临床研究结果。该研究是一项针对自体动静脉通路狭窄的多中心，前瞻性，随机对照临床研究，表明实验组6个月Freedom-TLR(即目标病变在手术后6个月内没有再次进行治疗的比率)数据为91.3%，对照组为66.7%。而国产DCB在同类临床实验中的此结果为85.9%，某进口DCB同类结果为82.2%。</p><p>当前，先瑞达自研开发的首款外周DCB产品AcoArt Orchid &amp; Dhalia和第二款DCB产品AcoArt Tulip &amp; Litos为公司的主要收入来源。其中，AcoArt Orchid &amp; Dhalia为中国首款外周DCB产品，领先紧随其后的第二名约四年的时间，在市场中充分占据主导地位。公司的第二款DCB产品于2019年获美国FDA指定为“突破性器械”，并于2020年12月获NMPA批准，成为全球首款(目前为仅有的一款)基于多中心随机对照临床试验结果获监管批准的膝下(BTK)DCB产品。</p><p>这两款产品不仅在国内已经获批，此次财报还公布，本月底巴西也批准了这两款产品的上市，至此，该产品已经在全球12个国家上市销售，包括医疗水平处于世界前列的德国、西班牙、瑞士、捷克、印度、土耳其等。而获得美国FDA的“突破性器械”认定也意味着距离AcoArt Tulip &amp; Litos进入美国市场不远了。值得注意的是，先瑞达的先发优势延续到了美国，该产品是美国FDA正在审批的唯一一款被证实临床有效的膝下DCB产品。</p><p>另外一个新获批的新产品是其血栓抽吸泵，意味着先瑞达将进入外周血栓抽吸治疗领域，包括深静脉血栓、急性下肢缺血、急性肺栓塞等多种疾病的治疗，又是一个庞大的市场。据沙利文报告显示，该领域市场规模已经由2015年的7200万人民币上升至2019年的2.1亿，复合年增长率为30.3%，且预期将于2024年达到7.1亿，到2030年进一步上升至人民币19个亿。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210831091747265d154xeckzm11340\"/><p>得益于公司产品技术的独特性及稳定的产品性能，公司的技术和产品开始逐渐被市场广泛认可，终端客户不断增加。同时，先瑞达在扩大DCB产品适应症方面亦为业内先驱。公司与Innora实验室合作突破了雷帕霉素涂层技术，产品已进入临床试验阶段，有望进一步扩大对适应症的覆盖。未来公司也将计划加大销售力度，加深目前医院的渗透及扩张新医院覆盖，甚至扩宽欧洲及美国等全球销售网络，有望持续稳固其领先地位。</p><p>值得注意的是，当前医疗器械“进口替代”的进程正在持续推进，对于目前国产市占率较低的介入类医疗器械领域，销售量、覆盖面和渗透率均存在广大扩容空间和多项提振因素，也将为公司的业绩提振贡献诸多利好。</p><p>可以预见的是，先瑞达未来有望凭借强大的研发能力、产品注册累积的经验以及健全的商业化网络，能够有效复制在下肢DCB市场取得的成功，并把握住中国体量庞大且成长迅速的血管疾病治疗市场的增长潜力。</p><p>综合来看，无论是在研产品管线布局，还是商业化能力，先瑞达毫无疑问走在介入医疗器械领域的最前沿。随着公司对疾病机理和作用机制的深入理解、扎实的研究和开发质量，都将令其在近年迎来新的突破，价值投资者坚守终将获得丰厚的长期回报。</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\" 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#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上市后首份财报出炉，先瑞达医疗-B(06669)收入毛利“双百”增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 09:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021083109174777ee96a7&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月30日晚间，“敲钟”不久的中国创新介入医疗器械龙头企业先瑞达医疗-B(06669)，马不停蹄地公布了其上市以来的首份中期财报。在资本市场上的聚光灯下，先瑞达充分展现出，其在创新研发驱动之下，开始逐渐释放的业绩潜力和市场竞争力。先瑞达医疗是中国创新的介入医疗器械企业，专注于提供血管疾病的“介入无植入及血栓抽吸导管”治疗方案，开发出一套具有世界领先技术(尤其适用于药物涂层球囊(DCB)领域)的介入...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021083109174777ee96a7&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d17cb0ea313437e7afb8bad7f25dce9a","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021083109174777ee96a7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2163839489","content_text":"8月30日晚间，“敲钟”不久的中国创新介入医疗器械龙头企业先瑞达医疗-B(06669)，马不停蹄地公布了其上市以来的首份中期财报。在资本市场上的聚光灯下，先瑞达充分展现出，其在创新研发驱动之下，开始逐渐释放的业绩潜力和市场竞争力。先瑞达医疗是中国创新的介入医疗器械企业，专注于提供血管疾病的“介入无植入及血栓抽吸导管”治疗方案，开发出一套具有世界领先技术(尤其适用于药物涂层球囊(DCB)领域)的介入医疗器械。智通财经APP了解到，先瑞达的产品主要专注于血管疾病介入治疗，涉及药物涂层球囊(DCB)、外周球囊扩张导管(PTA)等。财报显示，公司开始录得营收主要得益于PTA球囊产品及DCB产品推出。截至2021上半年，该公司收入1.4亿元，同比增长106%，毛利1.23亿，同比增长108%，实现“双百”增长。公司一直保持超过80%的毛利率，此次财报期更强势增长5个百分点，达到了88.3%。作为重研发的企业，其期内录得研发开支6137.5万元，同比增长327.91%。此次财报同时披露了一项针对其获批产品AcoArt Orchid&Dhalia的临床研究结果。该研究是一项针对自体动静脉通路狭窄的多中心，前瞻性，随机对照临床研究，表明实验组6个月Freedom-TLR(即目标病变在手术后6个月内没有再次进行治疗的比率)数据为91.3%，对照组为66.7%。而国产DCB在同类临床实验中的此结果为85.9%，某进口DCB同类结果为82.2%。当前，先瑞达自研开发的首款外周DCB产品AcoArt Orchid & Dhalia和第二款DCB产品AcoArt Tulip & Litos为公司的主要收入来源。其中，AcoArt Orchid & Dhalia为中国首款外周DCB产品，领先紧随其后的第二名约四年的时间，在市场中充分占据主导地位。公司的第二款DCB产品于2019年获美国FDA指定为“突破性器械”，并于2020年12月获NMPA批准，成为全球首款(目前为仅有的一款)基于多中心随机对照临床试验结果获监管批准的膝下(BTK)DCB产品。这两款产品不仅在国内已经获批，此次财报还公布，本月底巴西也批准了这两款产品的上市，至此，该产品已经在全球12个国家上市销售，包括医疗水平处于世界前列的德国、西班牙、瑞士、捷克、印度、土耳其等。而获得美国FDA的“突破性器械”认定也意味着距离AcoArt Tulip & Litos进入美国市场不远了。值得注意的是，先瑞达的先发优势延续到了美国，该产品是美国FDA正在审批的唯一一款被证实临床有效的膝下DCB产品。另外一个新获批的新产品是其血栓抽吸泵，意味着先瑞达将进入外周血栓抽吸治疗领域，包括深静脉血栓、急性下肢缺血、急性肺栓塞等多种疾病的治疗，又是一个庞大的市场。据沙利文报告显示，该领域市场规模已经由2015年的7200万人民币上升至2019年的2.1亿，复合年增长率为30.3%，且预期将于2024年达到7.1亿，到2030年进一步上升至人民币19个亿。得益于公司产品技术的独特性及稳定的产品性能，公司的技术和产品开始逐渐被市场广泛认可，终端客户不断增加。同时，先瑞达在扩大DCB产品适应症方面亦为业内先驱。公司与Innora实验室合作突破了雷帕霉素涂层技术，产品已进入临床试验阶段，有望进一步扩大对适应症的覆盖。未来公司也将计划加大销售力度，加深目前医院的渗透及扩张新医院覆盖，甚至扩宽欧洲及美国等全球销售网络，有望持续稳固其领先地位。值得注意的是，当前医疗器械“进口替代”的进程正在持续推进，对于目前国产市占率较低的介入类医疗器械领域，销售量、覆盖面和渗透率均存在广大扩容空间和多项提振因素，也将为公司的业绩提振贡献诸多利好。可以预见的是，先瑞达未来有望凭借强大的研发能力、产品注册累积的经验以及健全的商业化网络，能够有效复制在下肢DCB市场取得的成功，并把握住中国体量庞大且成长迅速的血管疾病治疗市场的增长潜力。综合来看，无论是在研产品管线布局，还是商业化能力，先瑞达毫无疑问走在介入医疗器械领域的最前沿。随着公司对疾病机理和作用机制的深入理解、扎实的研究和开发质量，都将令其在近年迎来新的突破，价值投资者坚守终将获得丰厚的长期回报。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898212374,"gmtCreate":1628500092098,"gmtModify":1628500092098,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"&nbsp;阅","listText":"&nbsp;阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898212374","repostId":"2158417361","repostType":2,"repost":{"id":"2158417361","kind":"news","pubTimestamp":1628477814,"share":"https://www.laohu8.com/m/news/2158417361?lang=&edition=full","pubTime":"2021-08-09 10:56","market":"hk","language":"zh","title":"【异动股】青岛啤酒股份(00168.HK)涨5.28%","url":"https://stock-news.laohu8.com/highlight/detail?id=2158417361","media":"金融界网站","summary":"【财华社讯】青岛啤酒股份(00168.HK)截至10:56上涨5.28%，现报65.8港元，涨3.3港元。成交160万股，涉资1.03亿元。（出处：FinetAI）","content":"<html><body><div><p>　　【财华社讯】<a href=\"https://laohu8.com/S/00168\">青岛啤酒股份</a>(00168.HK)截至10:56上涨5.28%，现报65.8港元，涨3.3港元。成交160万股，涉资1.03亿元。（出处：FinetAI）</p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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>【异动股】青岛啤酒股份(00168.HK)涨5.28%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动股】青岛啤酒股份(00168.HK)涨5.28%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 10:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://hk.jrj.com.cn/2021/08/09105633224418.shtml><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【财华社讯】青岛啤酒股份(00168.HK)截至10:56上涨5.28%，现报65.8港元，涨3.3港元。成交160万股，涉资1.03亿元。（出处：FinetAI）</p>\n\n<a href=\"http://hk.jrj.com.cn/2021/08/09105633224418.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/de0bbe341ac5d74e1a8d74c9ca5de715","relate_stocks":{"00168":"青岛啤酒股份"},"source_url":"http://hk.jrj.com.cn/2021/08/09105633224418.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158417361","content_text":"【财华社讯】青岛啤酒股份(00168.HK)截至10:56上涨5.28%，现报65.8港元，涨3.3港元。成交160万股，涉资1.03亿元。（出处：FinetAI）","news_type":1},"isVote":1,"tweetType":1,"viewCount":2288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898218432,"gmtCreate":1628500006126,"gmtModify":1628500006126,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"己阅","listText":"己阅","text":"己阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898218432","repostId":"2158541030","repostType":2,"repost":{"id":"2158541030","kind":"news","pubTimestamp":1628498018,"share":"https://www.laohu8.com/m/news/2158541030?lang=&edition=full","pubTime":"2021-08-09 16:33","market":"hk","language":"zh","title":"东北证券：予盛新锂能(002240.SZ)“增持”评级 锂盐业务量价齐升 驱动业绩爆发式增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2158541030","media":"智通财经","summary":"智通财经APP获悉，东北证券发布研究报告称，预计盛新锂能2021/2022/2023年归母净利润6.2/10.7/12.9亿元。给予“增持”评级。东北证券主要观点如下：业务结构再优化，锂盐业务迎来爆发式增长。2)量价齐升推动锂盐业务营收迅速扩张。随着下游需求走旺、锂盐产能持续释放，2021H1公司锂盐产量/销量达1.85/1.77万吨，同比+150%/+324%，同时锂盐产品均价约5.6万元，同比上涨约38%，量价齐升下公司锂盐营收同比+484%。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/000686\">东北证券</a>发布研究报告称，预计<a href=\"https://laohu8.com/S/002240\">盛新锂能</a>(002240.SZ)2021/2022/2023年归母净利润6.2/10.7/12.9亿元。给予“增持”评级。</p><p><strong>事件：</strong>公司披露2021年半年报，2021年上半年实现营收11.34亿元，同比增50.6%，实现归母净利润2.91亿元，同比增273.8%，实现扣非净利润2.65亿元，同比增258.4%。</p><p><strong>东北证券主要观点如下：</strong></p><p><strong>业务结构再优化，锂盐业务迎来爆发式增长。</strong></p><p>1)公司已转型为纯正锂标的。报告期内公司陆续出售了稀土、人造板业务，当前仅剩下少量林木业务，未来也将适时剥离。2021H1公司锂盐业务营收占比高达87.4%，同比+64.9pct，公司已基本转型为纯正锂业标的。</p><p>2)量价齐升推动锂盐业务营收迅速扩张。随着下游需求走旺、锂盐产能持续释放，2021H1公司锂盐产量/销量达1.85/1.77万吨，同比+150%/+324%，同时锂盐产品均价约5.6万元，同比上涨约38%，量价齐升下公司锂盐营收同比+484%。</p><p>3)盈利性显著强化。2021H1公司毛利率/净利率提升至34.6%/26.3%，同比+27.1/49.5pct，为上市以来最高值，主要原因在于锂价上涨大幅提振锂盐业务毛利率44.4pct至36.2%，且高盈利性锂盐业务占比明显提升。</p><p><strong>锂盐产能稳步扩张，上游原料+下游客户优势巩固</strong>。</p><p>1)锂盐产能稳步扩张。当前致远锂业碳酸锂产能2.5万吨、氢氧化锂产能1.5万吨已建成投产，遂宁盛新设计产能3万吨锂盐，首期2万吨氢氧化锂产能预计2022年初投产。</p><p>2)原料保障度较高。公司拥有业隆沟锂矿75%股权，年产40.5万吨原矿可供应约1万吨碳酸锂，且与银河锂业、AVZ等签订了包销协议，此外报告期内还参股惠绒矿业约10.2%股权，该公司拥有四川木绒锂矿探矿权(矿床Li2O平均品位1.63%，Li2O资源量64.3万吨).</p><p>3)切入下游优质客户群。公司已经与<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、中航锂电、LGI、贝特瑞等众多优质客户建立了稳定合作关系，将保障公司后续订单充足。</p><p><strong>供需矛盾突出，锂价长牛可期。</strong></p><p>未来电动车+储能两大高成长性赛道将带动锂需求持续扩张，而主流锂供给增量有限，预计未来三年锂行业供需持续趋紧，锂价中枢或将持续抬升，推动公司业绩持续释放。</p><p><strong>风险提示：</strong>产能投产进度不及预期、下游需求不及预期</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>东北证券：予盛新锂能(002240.SZ)“增持”评级 锂盐业务量价齐升 驱动业绩爆发式增长</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东北证券：予盛新锂能(002240.SZ)“增持”评级 锂盐业务量价齐升 驱动业绩爆发式增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 16:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/529745.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，东北证券发布研究报告称，预计盛新锂能(002240.SZ)2021/2022/2023年归母净利润6.2/10.7/12.9亿元。给予“增持”评级。事件：公司披露2021年半年报，2021年上半年实现营收11.34亿元，同比增50.6%，实现归母净利润2.91亿元，同比增273.8%，实现扣非净利润2.65亿元，同比增258.4%。东北证券主要观点如下：业务结构再优化，锂盐业务...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/529745.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/98e661d079a394a2795b91495bc103d7","relate_stocks":{"002240":"盛新锂能","000686":"东北证券"},"source_url":"http://www.zhitongcaijing.com/content/detail/529745.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158541030","content_text":"智通财经APP获悉，东北证券发布研究报告称，预计盛新锂能(002240.SZ)2021/2022/2023年归母净利润6.2/10.7/12.9亿元。给予“增持”评级。事件：公司披露2021年半年报，2021年上半年实现营收11.34亿元，同比增50.6%，实现归母净利润2.91亿元，同比增273.8%，实现扣非净利润2.65亿元，同比增258.4%。东北证券主要观点如下：业务结构再优化，锂盐业务迎来爆发式增长。1)公司已转型为纯正锂标的。报告期内公司陆续出售了稀土、人造板业务，当前仅剩下少量林木业务，未来也将适时剥离。2021H1公司锂盐业务营收占比高达87.4%，同比+64.9pct，公司已基本转型为纯正锂业标的。2)量价齐升推动锂盐业务营收迅速扩张。随着下游需求走旺、锂盐产能持续释放，2021H1公司锂盐产量/销量达1.85/1.77万吨，同比+150%/+324%，同时锂盐产品均价约5.6万元，同比上涨约38%，量价齐升下公司锂盐营收同比+484%。3)盈利性显著强化。2021H1公司毛利率/净利率提升至34.6%/26.3%，同比+27.1/49.5pct，为上市以来最高值，主要原因在于锂价上涨大幅提振锂盐业务毛利率44.4pct至36.2%，且高盈利性锂盐业务占比明显提升。锂盐产能稳步扩张，上游原料+下游客户优势巩固。1)锂盐产能稳步扩张。当前致远锂业碳酸锂产能2.5万吨、氢氧化锂产能1.5万吨已建成投产，遂宁盛新设计产能3万吨锂盐，首期2万吨氢氧化锂产能预计2022年初投产。2)原料保障度较高。公司拥有业隆沟锂矿75%股权，年产40.5万吨原矿可供应约1万吨碳酸锂，且与银河锂业、AVZ等签订了包销协议，此外报告期内还参股惠绒矿业约10.2%股权，该公司拥有四川木绒锂矿探矿权(矿床Li2O平均品位1.63%，Li2O资源量64.3万吨).3)切入下游优质客户群。公司已经与宁德时代、中航锂电、LGI、贝特瑞等众多优质客户建立了稳定合作关系，将保障公司后续订单充足。供需矛盾突出，锂价长牛可期。未来电动车+储能两大高成长性赛道将带动锂需求持续扩张，而主流锂供给增量有限，预计未来三年锂行业供需持续趋紧，锂价中枢或将持续抬升，推动公司业绩持续释放。风险提示：产能投产进度不及预期、下游需求不及预期","news_type":1},"isVote":1,"tweetType":1,"viewCount":2659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899995216,"gmtCreate":1628149709035,"gmtModify":1628149709035,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899995216","repostId":"2156106036","repostType":2,"isVote":1,"tweetType":1,"viewCount":3367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143727481,"gmtCreate":1625819535743,"gmtModify":1625819535743,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>水滴还是那个水滴。","listText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>水滴还是那个水滴。","text":"$水滴(WDH)$水滴还是那个水滴。","images":[{"img":"https://static.tigerbbs.com/6ce0164d645985d5be9993fdd9fa5576","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/183690675","isVote":1,"tweetType":1,"viewCount":3871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":112226039,"gmtCreate":1622876125821,"gmtModify":1622876125821,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>天啦，套上了，暗盘就是坑。","listText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>天啦，套上了，暗盘就是坑。","text":"$京东物流(02618)$天啦，套上了，暗盘就是坑。","images":[{"img":"https://static.tigerbbs.com/d0307fc7452bfd5156800a0128350792","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/112226039","isVote":1,"tweetType":1,"viewCount":3045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":192552371,"gmtCreate":1621217824193,"gmtModify":1621217824193,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"开始打了。","listText":"开始打了。","text":"开始打了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/192552371","repostId":"1100553547","repostType":2,"repost":{"id":"1100553547","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":1621210313,"share":"https://www.laohu8.com/m/news/1100553547?lang=&edition=full","pubTime":"2021-05-17 08:11","market":"sh","language":"zh","title":"京东物流今起招股，入场费约4379.70港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1100553547","media":"老虎资讯综合","summary":"5月17日消息，京东物流$(90032)$5月17日-5月21日招股。公司发行6.09亿股，其中97%为国际发售，3%为公开发售，另有不超过15%超额配股权。每股招股价介乎39.36-43.36港元，","content":"<p>5月17日消息，京东物流<a href=\"https://laohu8.com/S/90032\">$(90032)$</a>5月17日-5月21日招股。公司发行6.09亿股，其中97%为国际发售，3%为公开发售，另有不超过15%超额配股权。每股招股价介乎39.36-43.36港元，每手100股，预期5月28日上市。</p><p><b>老虎预计11:30开放京东物流打新【</b><a href=\"https://www.tigersecurities.com/login?next=https%3A%2F%2Fwww-web.itiger.com%2Fmi%2Fipo%3Ff%3Dshare%26share%3DWechat\" target=\"_blank\"><b>申购入口</b></a><b>】</b><img src=\"https://static.tigerbbs.com/a6f3ff6837d1af4329154c69b4b17f2b\" tg-width=\"731\" tg-height=\"660\" referrerpolicy=\"no-referrer\"><b>申购阶梯：</b></p><p>每手100股，入场费4379.70港元。</p><p>乙组门槛为20万股，申购所需资金约8,759,387.74港元。<img src=\"https://static.tigerbbs.com/fbe401b252a3c98c49cd1911ea921739\" tg-width=\"760\" tg-height=\"370\" referrerpolicy=\"no-referrer\">据悉，京东物流是中国领先的技术驱动的供应链解决方案及物流服务商。京东物流通过科技赋能提供全方位的覆盖各个业务领域的供应链解决方案和优质物流服务，从仓储到配送，从制造端到终端客户，涵盖普通和特殊物品。</p><p>根据灼识咨询报告，按总收入计，京东物流是中国最大的一体化供应链物流服务商，2020年市场份额为2.7%。根据灼识咨询报告，一体化供应链物流服务是物流服务的细分市场之一，其支出约占2020年外包物流服务支出的三分之一。与其他形式的物流服务相比，一体化供应链物流服务具有端到端覆盖、更先进的技术以及对行业洞察的更高要求等明显特点，旨在赋能客户的业务经营并满足其不断更新升级的需求。</p><p>财务状况方面，公司的总收入由2018年的379亿元增加31.6%至2019年的498亿元，并进一步增加47.2%至2020年的734亿元，2018~2020年的复合年增长率为24.65%；于2018~2020年，公司分别产生亏损约28亿元、22亿元及40亿元人民币。<img src=\"https://static.tigerbbs.com/7b889fef5d167f78de177bcec63d0c1b\" tg-width=\"672\" tg-height=\"357\" referrerpolicy=\"no-referrer\">基石投资者方面，京东物流此次引入7名基石投资者，当中包括软银、淡马锡、Tiger Global、中国国有企业结构调整基金及中国诚通投资、黑石、Matthews Funds和Oaktree，合共认购约15.29亿美元，假如超额配售权未行使，约占行使超额配售权前募集资金规模的47.16%(以发行价中位数计算)。</p><p>筹资用途方面，假设超额配股权未获行使，所得款项净额247.13亿港元(以发行价中位数计算)，55%预计在未来12个月至36个月将用于升级和扩展公司的物流网络；20%预计将用于开发与供应链解决方案和物流服务相关的先进技术；15%预计将用于扩展公司解决方案的广度与深度，深耕现有客户；10%预计在未来12个月至36个月将用于一般公司用途及满足营运资金需求。<img src=\"https://static.tigerbbs.com/db0e7c4c9ebb3386aefa7df293ee1798\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></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>京东物流今起招股，入场费约4379.70港元</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东物流今起招股，入场费约4379.70港元\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\">2021-05-17 08:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月17日消息，京东物流<a href=\"https://laohu8.com/S/90032\">$(90032)$</a>5月17日-5月21日招股。公司发行6.09亿股，其中97%为国际发售，3%为公开发售，另有不超过15%超额配股权。每股招股价介乎39.36-43.36港元，每手100股，预期5月28日上市。</p><p><b>老虎预计11:30开放京东物流打新【</b><a href=\"https://www.tigersecurities.com/login?next=https%3A%2F%2Fwww-web.itiger.com%2Fmi%2Fipo%3Ff%3Dshare%26share%3DWechat\" target=\"_blank\"><b>申购入口</b></a><b>】</b><img src=\"https://static.tigerbbs.com/a6f3ff6837d1af4329154c69b4b17f2b\" tg-width=\"731\" tg-height=\"660\" referrerpolicy=\"no-referrer\"><b>申购阶梯：</b></p><p>每手100股，入场费4379.70港元。</p><p>乙组门槛为20万股，申购所需资金约8,759,387.74港元。<img src=\"https://static.tigerbbs.com/fbe401b252a3c98c49cd1911ea921739\" tg-width=\"760\" tg-height=\"370\" referrerpolicy=\"no-referrer\">据悉，京东物流是中国领先的技术驱动的供应链解决方案及物流服务商。京东物流通过科技赋能提供全方位的覆盖各个业务领域的供应链解决方案和优质物流服务，从仓储到配送，从制造端到终端客户，涵盖普通和特殊物品。</p><p>根据灼识咨询报告，按总收入计，京东物流是中国最大的一体化供应链物流服务商，2020年市场份额为2.7%。根据灼识咨询报告，一体化供应链物流服务是物流服务的细分市场之一，其支出约占2020年外包物流服务支出的三分之一。与其他形式的物流服务相比，一体化供应链物流服务具有端到端覆盖、更先进的技术以及对行业洞察的更高要求等明显特点，旨在赋能客户的业务经营并满足其不断更新升级的需求。</p><p>财务状况方面，公司的总收入由2018年的379亿元增加31.6%至2019年的498亿元，并进一步增加47.2%至2020年的734亿元，2018~2020年的复合年增长率为24.65%；于2018~2020年，公司分别产生亏损约28亿元、22亿元及40亿元人民币。<img src=\"https://static.tigerbbs.com/7b889fef5d167f78de177bcec63d0c1b\" tg-width=\"672\" tg-height=\"357\" referrerpolicy=\"no-referrer\">基石投资者方面，京东物流此次引入7名基石投资者，当中包括软银、淡马锡、Tiger Global、中国国有企业结构调整基金及中国诚通投资、黑石、Matthews Funds和Oaktree，合共认购约15.29亿美元，假如超额配售权未行使，约占行使超额配售权前募集资金规模的47.16%(以发行价中位数计算)。</p><p>筹资用途方面，假设超额配股权未获行使，所得款项净额247.13亿港元(以发行价中位数计算)，55%预计在未来12个月至36个月将用于升级和扩展公司的物流网络；20%预计将用于开发与供应链解决方案和物流服务相关的先进技术；15%预计将用于扩展公司解决方案的广度与深度，深耕现有客户；10%预计在未来12个月至36个月将用于一般公司用途及满足营运资金需求。<img src=\"https://static.tigerbbs.com/db0e7c4c9ebb3386aefa7df293ee1798\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0c3cd0e7a2b30c11cafacf326a2d8526","relate_stocks":{"02618":"京东物流","09618":"京东集团-SW","JD":"京东"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100553547","content_text":"5月17日消息，京东物流$(90032)$5月17日-5月21日招股。公司发行6.09亿股，其中97%为国际发售，3%为公开发售，另有不超过15%超额配股权。每股招股价介乎39.36-43.36港元，每手100股，预期5月28日上市。老虎预计11:30开放京东物流打新【申购入口】申购阶梯：每手100股，入场费4379.70港元。乙组门槛为20万股，申购所需资金约8,759,387.74港元。据悉，京东物流是中国领先的技术驱动的供应链解决方案及物流服务商。京东物流通过科技赋能提供全方位的覆盖各个业务领域的供应链解决方案和优质物流服务，从仓储到配送，从制造端到终端客户，涵盖普通和特殊物品。根据灼识咨询报告，按总收入计，京东物流是中国最大的一体化供应链物流服务商，2020年市场份额为2.7%。根据灼识咨询报告，一体化供应链物流服务是物流服务的细分市场之一，其支出约占2020年外包物流服务支出的三分之一。与其他形式的物流服务相比，一体化供应链物流服务具有端到端覆盖、更先进的技术以及对行业洞察的更高要求等明显特点，旨在赋能客户的业务经营并满足其不断更新升级的需求。财务状况方面，公司的总收入由2018年的379亿元增加31.6%至2019年的498亿元，并进一步增加47.2%至2020年的734亿元，2018~2020年的复合年增长率为24.65%；于2018~2020年，公司分别产生亏损约28亿元、22亿元及40亿元人民币。基石投资者方面，京东物流此次引入7名基石投资者，当中包括软银、淡马锡、Tiger Global、中国国有企业结构调整基金及中国诚通投资、黑石、Matthews Funds和Oaktree，合共认购约15.29亿美元，假如超额配售权未行使，约占行使超额配售权前募集资金规模的47.16%(以发行价中位数计算)。筹资用途方面，假设超额配股权未获行使，所得款项净额247.13亿港元(以发行价中位数计算)，55%预计在未来12个月至36个月将用于升级和扩展公司的物流网络；20%预计将用于开发与供应链解决方案和物流服务相关的先进技术；15%预计将用于扩展公司解决方案的广度与深度，深耕现有客户；10%预计在未来12个月至36个月将用于一般公司用途及满足营运资金需求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191874524,"gmtCreate":1620872327168,"gmtModify":1620872327168,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"美股也要乱了？？？","listText":"美股也要乱了？？？","text":"美股也要乱了？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/191874524","repostId":"1115433734","repostType":2,"isVote":1,"tweetType":1,"viewCount":2500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":183690675,"gmtCreate":1623326451797,"gmtModify":1623326451797,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>水滴还是那个水滴。","listText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>水滴还是那个水滴。","text":"$水滴(WDH)$水滴还是那个水滴。","images":[{"img":"https://static.tigerbbs.com/6ce0164d645985d5be9993fdd9fa5576","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/183690675","isVote":1,"tweetType":1,"viewCount":3871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":188167547,"gmtCreate":1623424725789,"gmtModify":1623424725789,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>真是无语了，今天又跌倒了。你还能爬起来吗？？","listText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>真是无语了，今天又跌倒了。你还能爬起来吗？？","text":"$京东物流(02618)$真是无语了，今天又跌倒了。你还能爬起来吗？？","images":[{"img":"https://static.tigerbbs.com/19aca84841e4eb2f5215a28d179d3355","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/188167547","isVote":1,"tweetType":1,"viewCount":2486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":112226039,"gmtCreate":1622876125821,"gmtModify":1622876125821,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>天啦，套上了，暗盘就是坑。","listText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>天啦，套上了，暗盘就是坑。","text":"$京东物流(02618)$天啦，套上了，暗盘就是坑。","images":[{"img":"https://static.tigerbbs.com/d0307fc7452bfd5156800a0128350792","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/112226039","isVote":1,"tweetType":1,"viewCount":3045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":191874524,"gmtCreate":1620872327168,"gmtModify":1620872327168,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"美股也要乱了？？？","listText":"美股也要乱了？？？","text":"美股也要乱了？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/191874524","repostId":"1115433734","repostType":2,"isVote":1,"tweetType":1,"viewCount":2500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351165968720088,"gmtCreate":1726756257373,"gmtModify":1726756259147,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"<a 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可能要涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351165968720088","isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883061143,"gmtCreate":1631190309982,"gmtModify":1631190309982,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"看过。","listText":"看过。","text":"看过。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883061143","repostId":"1109664000","repostType":2,"repost":{"id":"1109664000","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":1631187087,"share":"https://www.laohu8.com/m/news/1109664000?lang=&edition=full","pubTime":"2021-09-09 19:31","market":"hk","language":"zh","title":"小米集团：今日耗资约9817万港元，回购410万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1109664000","media":"老虎资讯综合","summary":"9月9日，小米集团：今日回购410万股股份，耗资约9817万港元。","content":"<p>9月9日，小米集团：今日回购410万股股份，耗资约9817万港元。<img src=\"https://static.tigerbbs.com/e5d5596fbc7bb09f8ecf1c9bfcfbda55\" tg-width=\"1563\" tg-height=\"477\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b418eeb9aeef01083458a7a9764e8de7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>小米集团：今日耗资约9817万港元，回购410万股</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米集团：今日耗资约9817万港元，回购410万股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-09 19:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月9日，小米集团：今日回购410万股股份，耗资约9817万港元。<img src=\"https://static.tigerbbs.com/e5d5596fbc7bb09f8ecf1c9bfcfbda55\" tg-width=\"1563\" tg-height=\"477\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b418eeb9aeef01083458a7a9764e8de7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109664000","content_text":"9月9日，小米集团：今日回购410万股股份，耗资约9817万港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818127405,"gmtCreate":1630387024507,"gmtModify":1704959532248,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"己阅读","listText":"己阅读","text":"己阅读","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818127405","repostId":"2163839489","repostType":2,"repost":{"id":"2163839489","kind":"news","pubTimestamp":1630372539,"share":"https://www.laohu8.com/m/news/2163839489?lang=&edition=full","pubTime":"2021-08-31 09:15","market":"hk","language":"zh","title":"上市后首份财报出炉，先瑞达医疗-B(06669)收入毛利“双百”增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2163839489","media":"智通财经","summary":"8月30日晚间，“敲钟”不久的中国创新介入医疗器械龙头企业先瑞达医疗-B，马不停蹄地公布了其上市以来的首份中期财报。财报显示，公司开始录得营收主要得益于PTA球囊产品及DCB产品推出。截至2021上半年，该公司收入1.4亿元，同比增长106%，毛利1.23亿，同比增长108%，实现“双百”增长。此次财报同时披露了一项针对其获批产品AcoArt Orchid&Dhalia的临床研究结果。同时，先瑞达在扩大DCB产品适应症方面亦为业内先驱。","content":"<html><body><article><p>8月30日晚间，“敲钟”不久的中国创新介入医疗器械龙头企业<a href=\"https://laohu8.com/S/06669\">先瑞达医疗-B</a>(06669)，马不停蹄地公布了其上市以来的首份中期财报。在资本市场上的聚光灯下，先瑞达充分展现出，其在创新研发驱动之下，开始逐渐释放的业绩潜力和市场竞争力。</p><p>先瑞达医疗是中国创新的介入医疗器械企业，专注于提供血管疾病的“介入无植入及血栓抽吸导管”治疗方案，开发出一套具有世界领先技术(尤其适用于药物涂层球囊(DCB)领域)的介入医疗器械。</p><p>智通财经APP了解到，先瑞达的产品主要专注于血管疾病介入治疗，涉及药物涂层球囊(DCB)、外周球囊扩张导管(PTA)等。财报显示，公司开始录得营收主要得益于PTA球囊产品及DCB产品推出。截至2021上半年，该公司收入1.4亿元，同比增长106%，<span>毛利</span>1.23亿，同比增长108%，实现“双百”增长。公司一直保持超过80%的毛利率，此次财报期更强势增长5个百分点，达到了88.3%。作为重研发的企业，其期内录得研发开支6137.5万元，同比增长327.91%。</p><p>此次财报同时披露了一项针对其获批产品AcoArt Orchid&amp;Dhalia的临床研究结果。该研究是一项针对自体动静脉通路狭窄的多中心，前瞻性，随机对照临床研究，表明实验组6个月Freedom-TLR(即目标病变在手术后6个月内没有再次进行治疗的比率)数据为91.3%，对照组为66.7%。而国产DCB在同类临床实验中的此结果为85.9%，某进口DCB同类结果为82.2%。</p><p>当前，先瑞达自研开发的首款外周DCB产品AcoArt Orchid &amp; Dhalia和第二款DCB产品AcoArt Tulip &amp; Litos为公司的主要收入来源。其中，AcoArt Orchid &amp; Dhalia为中国首款外周DCB产品，领先紧随其后的第二名约四年的时间，在市场中充分占据主导地位。公司的第二款DCB产品于2019年获美国FDA指定为“突破性器械”，并于2020年12月获NMPA批准，成为全球首款(目前为仅有的一款)基于多中心随机对照临床试验结果获监管批准的膝下(BTK)DCB产品。</p><p>这两款产品不仅在国内已经获批，此次财报还公布，本月底巴西也批准了这两款产品的上市，至此，该产品已经在全球12个国家上市销售，包括医疗水平处于世界前列的德国、西班牙、瑞士、捷克、印度、土耳其等。而获得美国FDA的“突破性器械”认定也意味着距离AcoArt Tulip &amp; Litos进入美国市场不远了。值得注意的是，先瑞达的先发优势延续到了美国，该产品是美国FDA正在审批的唯一一款被证实临床有效的膝下DCB产品。</p><p>另外一个新获批的新产品是其血栓抽吸泵，意味着先瑞达将进入外周血栓抽吸治疗领域，包括深静脉血栓、急性下肢缺血、急性肺栓塞等多种疾病的治疗，又是一个庞大的市场。据沙利文报告显示，该领域市场规模已经由2015年的7200万人民币上升至2019年的2.1亿，复合年增长率为30.3%，且预期将于2024年达到7.1亿，到2030年进一步上升至人民币19个亿。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210831091747265d154xeckzm11340\"/><p>得益于公司产品技术的独特性及稳定的产品性能，公司的技术和产品开始逐渐被市场广泛认可，终端客户不断增加。同时，先瑞达在扩大DCB产品适应症方面亦为业内先驱。公司与Innora实验室合作突破了雷帕霉素涂层技术，产品已进入临床试验阶段，有望进一步扩大对适应症的覆盖。未来公司也将计划加大销售力度，加深目前医院的渗透及扩张新医院覆盖，甚至扩宽欧洲及美国等全球销售网络，有望持续稳固其领先地位。</p><p>值得注意的是，当前医疗器械“进口替代”的进程正在持续推进，对于目前国产市占率较低的介入类医疗器械领域，销售量、覆盖面和渗透率均存在广大扩容空间和多项提振因素，也将为公司的业绩提振贡献诸多利好。</p><p>可以预见的是，先瑞达未来有望凭借强大的研发能力、产品注册累积的经验以及健全的商业化网络，能够有效复制在下肢DCB市场取得的成功，并把握住中国体量庞大且成长迅速的血管疾病治疗市场的增长潜力。</p><p>综合来看，无论是在研产品管线布局，还是商业化能力，先瑞达毫无疑问走在介入医疗器械领域的最前沿。随着公司对疾病机理和作用机制的深入理解、扎实的研究和开发质量，都将令其在近年迎来新的突破，价值投资者坚守终将获得丰厚的长期回报。</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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021083109174777ee96a7&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月30日晚间，“敲钟”不久的中国创新介入医疗器械龙头企业先瑞达医疗-B(06669)，马不停蹄地公布了其上市以来的首份中期财报。在资本市场上的聚光灯下，先瑞达充分展现出，其在创新研发驱动之下，开始逐渐释放的业绩潜力和市场竞争力。先瑞达医疗是中国创新的介入医疗器械企业，专注于提供血管疾病的“介入无植入及血栓抽吸导管”治疗方案，开发出一套具有世界领先技术(尤其适用于药物涂层球囊(DCB)领域)的介入...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021083109174777ee96a7&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d17cb0ea313437e7afb8bad7f25dce9a","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021083109174777ee96a7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2163839489","content_text":"8月30日晚间，“敲钟”不久的中国创新介入医疗器械龙头企业先瑞达医疗-B(06669)，马不停蹄地公布了其上市以来的首份中期财报。在资本市场上的聚光灯下，先瑞达充分展现出，其在创新研发驱动之下，开始逐渐释放的业绩潜力和市场竞争力。先瑞达医疗是中国创新的介入医疗器械企业，专注于提供血管疾病的“介入无植入及血栓抽吸导管”治疗方案，开发出一套具有世界领先技术(尤其适用于药物涂层球囊(DCB)领域)的介入医疗器械。智通财经APP了解到，先瑞达的产品主要专注于血管疾病介入治疗，涉及药物涂层球囊(DCB)、外周球囊扩张导管(PTA)等。财报显示，公司开始录得营收主要得益于PTA球囊产品及DCB产品推出。截至2021上半年，该公司收入1.4亿元，同比增长106%，毛利1.23亿，同比增长108%，实现“双百”增长。公司一直保持超过80%的毛利率，此次财报期更强势增长5个百分点，达到了88.3%。作为重研发的企业，其期内录得研发开支6137.5万元，同比增长327.91%。此次财报同时披露了一项针对其获批产品AcoArt Orchid&Dhalia的临床研究结果。该研究是一项针对自体动静脉通路狭窄的多中心，前瞻性，随机对照临床研究，表明实验组6个月Freedom-TLR(即目标病变在手术后6个月内没有再次进行治疗的比率)数据为91.3%，对照组为66.7%。而国产DCB在同类临床实验中的此结果为85.9%，某进口DCB同类结果为82.2%。当前，先瑞达自研开发的首款外周DCB产品AcoArt Orchid & Dhalia和第二款DCB产品AcoArt Tulip & Litos为公司的主要收入来源。其中，AcoArt Orchid & Dhalia为中国首款外周DCB产品，领先紧随其后的第二名约四年的时间，在市场中充分占据主导地位。公司的第二款DCB产品于2019年获美国FDA指定为“突破性器械”，并于2020年12月获NMPA批准，成为全球首款(目前为仅有的一款)基于多中心随机对照临床试验结果获监管批准的膝下(BTK)DCB产品。这两款产品不仅在国内已经获批，此次财报还公布，本月底巴西也批准了这两款产品的上市，至此，该产品已经在全球12个国家上市销售，包括医疗水平处于世界前列的德国、西班牙、瑞士、捷克、印度、土耳其等。而获得美国FDA的“突破性器械”认定也意味着距离AcoArt Tulip & Litos进入美国市场不远了。值得注意的是，先瑞达的先发优势延续到了美国，该产品是美国FDA正在审批的唯一一款被证实临床有效的膝下DCB产品。另外一个新获批的新产品是其血栓抽吸泵，意味着先瑞达将进入外周血栓抽吸治疗领域，包括深静脉血栓、急性下肢缺血、急性肺栓塞等多种疾病的治疗，又是一个庞大的市场。据沙利文报告显示，该领域市场规模已经由2015年的7200万人民币上升至2019年的2.1亿，复合年增长率为30.3%，且预期将于2024年达到7.1亿，到2030年进一步上升至人民币19个亿。得益于公司产品技术的独特性及稳定的产品性能，公司的技术和产品开始逐渐被市场广泛认可，终端客户不断增加。同时，先瑞达在扩大DCB产品适应症方面亦为业内先驱。公司与Innora实验室合作突破了雷帕霉素涂层技术，产品已进入临床试验阶段，有望进一步扩大对适应症的覆盖。未来公司也将计划加大销售力度，加深目前医院的渗透及扩张新医院覆盖，甚至扩宽欧洲及美国等全球销售网络，有望持续稳固其领先地位。值得注意的是，当前医疗器械“进口替代”的进程正在持续推进，对于目前国产市占率较低的介入类医疗器械领域，销售量、覆盖面和渗透率均存在广大扩容空间和多项提振因素，也将为公司的业绩提振贡献诸多利好。可以预见的是，先瑞达未来有望凭借强大的研发能力、产品注册累积的经验以及健全的商业化网络，能够有效复制在下肢DCB市场取得的成功，并把握住中国体量庞大且成长迅速的血管疾病治疗市场的增长潜力。综合来看，无论是在研产品管线布局，还是商业化能力，先瑞达毫无疑问走在介入医疗器械领域的最前沿。随着公司对疾病机理和作用机制的深入理解、扎实的研究和开发质量，都将令其在近年迎来新的突破，价值投资者坚守终将获得丰厚的长期回报。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":192552371,"gmtCreate":1621217824193,"gmtModify":1621217824193,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"开始打了。","listText":"开始打了。","text":"开始打了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/192552371","repostId":"1100553547","repostType":2,"repost":{"id":"1100553547","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":1621210313,"share":"https://www.laohu8.com/m/news/1100553547?lang=&edition=full","pubTime":"2021-05-17 08:11","market":"sh","language":"zh","title":"京东物流今起招股，入场费约4379.70港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1100553547","media":"老虎资讯综合","summary":"5月17日消息，京东物流$(90032)$5月17日-5月21日招股。公司发行6.09亿股，其中97%为国际发售，3%为公开发售，另有不超过15%超额配股权。每股招股价介乎39.36-43.36港元，","content":"<p>5月17日消息，京东物流<a href=\"https://laohu8.com/S/90032\">$(90032)$</a>5月17日-5月21日招股。公司发行6.09亿股，其中97%为国际发售，3%为公开发售，另有不超过15%超额配股权。每股招股价介乎39.36-43.36港元，每手100股，预期5月28日上市。</p><p><b>老虎预计11:30开放京东物流打新【</b><a href=\"https://www.tigersecurities.com/login?next=https%3A%2F%2Fwww-web.itiger.com%2Fmi%2Fipo%3Ff%3Dshare%26share%3DWechat\" target=\"_blank\"><b>申购入口</b></a><b>】</b><img src=\"https://static.tigerbbs.com/a6f3ff6837d1af4329154c69b4b17f2b\" tg-width=\"731\" tg-height=\"660\" referrerpolicy=\"no-referrer\"><b>申购阶梯：</b></p><p>每手100股，入场费4379.70港元。</p><p>乙组门槛为20万股，申购所需资金约8,759,387.74港元。<img src=\"https://static.tigerbbs.com/fbe401b252a3c98c49cd1911ea921739\" tg-width=\"760\" tg-height=\"370\" referrerpolicy=\"no-referrer\">据悉，京东物流是中国领先的技术驱动的供应链解决方案及物流服务商。京东物流通过科技赋能提供全方位的覆盖各个业务领域的供应链解决方案和优质物流服务，从仓储到配送，从制造端到终端客户，涵盖普通和特殊物品。</p><p>根据灼识咨询报告，按总收入计，京东物流是中国最大的一体化供应链物流服务商，2020年市场份额为2.7%。根据灼识咨询报告，一体化供应链物流服务是物流服务的细分市场之一，其支出约占2020年外包物流服务支出的三分之一。与其他形式的物流服务相比，一体化供应链物流服务具有端到端覆盖、更先进的技术以及对行业洞察的更高要求等明显特点，旨在赋能客户的业务经营并满足其不断更新升级的需求。</p><p>财务状况方面，公司的总收入由2018年的379亿元增加31.6%至2019年的498亿元，并进一步增加47.2%至2020年的734亿元，2018~2020年的复合年增长率为24.65%；于2018~2020年，公司分别产生亏损约28亿元、22亿元及40亿元人民币。<img src=\"https://static.tigerbbs.com/7b889fef5d167f78de177bcec63d0c1b\" tg-width=\"672\" tg-height=\"357\" referrerpolicy=\"no-referrer\">基石投资者方面，京东物流此次引入7名基石投资者，当中包括软银、淡马锡、Tiger Global、中国国有企业结构调整基金及中国诚通投资、黑石、Matthews Funds和Oaktree，合共认购约15.29亿美元，假如超额配售权未行使，约占行使超额配售权前募集资金规模的47.16%(以发行价中位数计算)。</p><p>筹资用途方面，假设超额配股权未获行使，所得款项净额247.13亿港元(以发行价中位数计算)，55%预计在未来12个月至36个月将用于升级和扩展公司的物流网络；20%预计将用于开发与供应链解决方案和物流服务相关的先进技术；15%预计将用于扩展公司解决方案的广度与深度，深耕现有客户；10%预计在未来12个月至36个月将用于一般公司用途及满足营运资金需求。<img src=\"https://static.tigerbbs.com/db0e7c4c9ebb3386aefa7df293ee1798\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></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>京东物流今起招股，入场费约4379.70港元</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东物流今起招股，入场费约4379.70港元\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\">2021-05-17 08:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月17日消息，京东物流<a href=\"https://laohu8.com/S/90032\">$(90032)$</a>5月17日-5月21日招股。公司发行6.09亿股，其中97%为国际发售，3%为公开发售，另有不超过15%超额配股权。每股招股价介乎39.36-43.36港元，每手100股，预期5月28日上市。</p><p><b>老虎预计11:30开放京东物流打新【</b><a href=\"https://www.tigersecurities.com/login?next=https%3A%2F%2Fwww-web.itiger.com%2Fmi%2Fipo%3Ff%3Dshare%26share%3DWechat\" target=\"_blank\"><b>申购入口</b></a><b>】</b><img src=\"https://static.tigerbbs.com/a6f3ff6837d1af4329154c69b4b17f2b\" tg-width=\"731\" tg-height=\"660\" referrerpolicy=\"no-referrer\"><b>申购阶梯：</b></p><p>每手100股，入场费4379.70港元。</p><p>乙组门槛为20万股，申购所需资金约8,759,387.74港元。<img src=\"https://static.tigerbbs.com/fbe401b252a3c98c49cd1911ea921739\" tg-width=\"760\" tg-height=\"370\" referrerpolicy=\"no-referrer\">据悉，京东物流是中国领先的技术驱动的供应链解决方案及物流服务商。京东物流通过科技赋能提供全方位的覆盖各个业务领域的供应链解决方案和优质物流服务，从仓储到配送，从制造端到终端客户，涵盖普通和特殊物品。</p><p>根据灼识咨询报告，按总收入计，京东物流是中国最大的一体化供应链物流服务商，2020年市场份额为2.7%。根据灼识咨询报告，一体化供应链物流服务是物流服务的细分市场之一，其支出约占2020年外包物流服务支出的三分之一。与其他形式的物流服务相比，一体化供应链物流服务具有端到端覆盖、更先进的技术以及对行业洞察的更高要求等明显特点，旨在赋能客户的业务经营并满足其不断更新升级的需求。</p><p>财务状况方面，公司的总收入由2018年的379亿元增加31.6%至2019年的498亿元，并进一步增加47.2%至2020年的734亿元，2018~2020年的复合年增长率为24.65%；于2018~2020年，公司分别产生亏损约28亿元、22亿元及40亿元人民币。<img src=\"https://static.tigerbbs.com/7b889fef5d167f78de177bcec63d0c1b\" tg-width=\"672\" tg-height=\"357\" referrerpolicy=\"no-referrer\">基石投资者方面，京东物流此次引入7名基石投资者，当中包括软银、淡马锡、Tiger Global、中国国有企业结构调整基金及中国诚通投资、黑石、Matthews Funds和Oaktree，合共认购约15.29亿美元，假如超额配售权未行使，约占行使超额配售权前募集资金规模的47.16%(以发行价中位数计算)。</p><p>筹资用途方面，假设超额配股权未获行使，所得款项净额247.13亿港元(以发行价中位数计算)，55%预计在未来12个月至36个月将用于升级和扩展公司的物流网络；20%预计将用于开发与供应链解决方案和物流服务相关的先进技术；15%预计将用于扩展公司解决方案的广度与深度，深耕现有客户；10%预计在未来12个月至36个月将用于一般公司用途及满足营运资金需求。<img src=\"https://static.tigerbbs.com/db0e7c4c9ebb3386aefa7df293ee1798\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0c3cd0e7a2b30c11cafacf326a2d8526","relate_stocks":{"02618":"京东物流","09618":"京东集团-SW","JD":"京东"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100553547","content_text":"5月17日消息，京东物流$(90032)$5月17日-5月21日招股。公司发行6.09亿股，其中97%为国际发售，3%为公开发售，另有不超过15%超额配股权。每股招股价介乎39.36-43.36港元，每手100股，预期5月28日上市。老虎预计11:30开放京东物流打新【申购入口】申购阶梯：每手100股，入场费4379.70港元。乙组门槛为20万股，申购所需资金约8,759,387.74港元。据悉，京东物流是中国领先的技术驱动的供应链解决方案及物流服务商。京东物流通过科技赋能提供全方位的覆盖各个业务领域的供应链解决方案和优质物流服务，从仓储到配送，从制造端到终端客户，涵盖普通和特殊物品。根据灼识咨询报告，按总收入计，京东物流是中国最大的一体化供应链物流服务商，2020年市场份额为2.7%。根据灼识咨询报告，一体化供应链物流服务是物流服务的细分市场之一，其支出约占2020年外包物流服务支出的三分之一。与其他形式的物流服务相比，一体化供应链物流服务具有端到端覆盖、更先进的技术以及对行业洞察的更高要求等明显特点，旨在赋能客户的业务经营并满足其不断更新升级的需求。财务状况方面，公司的总收入由2018年的379亿元增加31.6%至2019年的498亿元，并进一步增加47.2%至2020年的734亿元，2018~2020年的复合年增长率为24.65%；于2018~2020年，公司分别产生亏损约28亿元、22亿元及40亿元人民币。基石投资者方面，京东物流此次引入7名基石投资者，当中包括软银、淡马锡、Tiger Global、中国国有企业结构调整基金及中国诚通投资、黑石、Matthews Funds和Oaktree，合共认购约15.29亿美元，假如超额配售权未行使，约占行使超额配售权前募集资金规模的47.16%(以发行价中位数计算)。筹资用途方面，假设超额配股权未获行使，所得款项净额247.13亿港元(以发行价中位数计算)，55%预计在未来12个月至36个月将用于升级和扩展公司的物流网络；20%预计将用于开发与供应链解决方案和物流服务相关的先进技术；15%预计将用于扩展公司解决方案的广度与深度，深耕现有客户；10%预计在未来12个月至36个月将用于一般公司用途及满足营运资金需求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396286874141280,"gmtCreate":1737772131064,"gmtModify":1737775959235,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"终于升级了。","listText":"终于升级了。","text":"终于升级了。","images":[{"img":"https://static.tigerbbs.com/cd08762f97c5a251186b314fd9e49032","width":"960","height":"1483"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396286874141280","isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":383085652488344,"gmtCreate":1734568991558,"gmtModify":1734568993158,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 做丅吧，现在能买到时就上车，135左右卖出。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 做丅吧，现在能买到时就上车，135左右卖出。","text":"$英伟达(NVDA)$ 做丅吧，现在能买到时就上车，135左右卖出。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383085652488344","isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373050685435968,"gmtCreate":1732087022922,"gmtModify":1732087024504,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"看涨。","listText":"看涨。","text":"看涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373050685435968","isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898212374,"gmtCreate":1628500092098,"gmtModify":1628500092098,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"&nbsp;阅","listText":"&nbsp;阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898212374","repostId":"2158417361","repostType":2,"isVote":1,"tweetType":1,"viewCount":2288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898218432,"gmtCreate":1628500006126,"gmtModify":1628500006126,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"己阅","listText":"己阅","text":"己阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898218432","repostId":"2158541030","repostType":2,"repost":{"id":"2158541030","kind":"news","pubTimestamp":1628498018,"share":"https://www.laohu8.com/m/news/2158541030?lang=&edition=full","pubTime":"2021-08-09 16:33","market":"hk","language":"zh","title":"东北证券：予盛新锂能(002240.SZ)“增持”评级 锂盐业务量价齐升 驱动业绩爆发式增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2158541030","media":"智通财经","summary":"智通财经APP获悉，东北证券发布研究报告称，预计盛新锂能2021/2022/2023年归母净利润6.2/10.7/12.9亿元。给予“增持”评级。东北证券主要观点如下：业务结构再优化，锂盐业务迎来爆发式增长。2)量价齐升推动锂盐业务营收迅速扩张。随着下游需求走旺、锂盐产能持续释放，2021H1公司锂盐产量/销量达1.85/1.77万吨，同比+150%/+324%，同时锂盐产品均价约5.6万元，同比上涨约38%，量价齐升下公司锂盐营收同比+484%。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/000686\">东北证券</a>发布研究报告称，预计<a href=\"https://laohu8.com/S/002240\">盛新锂能</a>(002240.SZ)2021/2022/2023年归母净利润6.2/10.7/12.9亿元。给予“增持”评级。</p><p><strong>事件：</strong>公司披露2021年半年报，2021年上半年实现营收11.34亿元，同比增50.6%，实现归母净利润2.91亿元，同比增273.8%，实现扣非净利润2.65亿元，同比增258.4%。</p><p><strong>东北证券主要观点如下：</strong></p><p><strong>业务结构再优化，锂盐业务迎来爆发式增长。</strong></p><p>1)公司已转型为纯正锂标的。报告期内公司陆续出售了稀土、人造板业务，当前仅剩下少量林木业务，未来也将适时剥离。2021H1公司锂盐业务营收占比高达87.4%，同比+64.9pct，公司已基本转型为纯正锂业标的。</p><p>2)量价齐升推动锂盐业务营收迅速扩张。随着下游需求走旺、锂盐产能持续释放，2021H1公司锂盐产量/销量达1.85/1.77万吨，同比+150%/+324%，同时锂盐产品均价约5.6万元，同比上涨约38%，量价齐升下公司锂盐营收同比+484%。</p><p>3)盈利性显著强化。2021H1公司毛利率/净利率提升至34.6%/26.3%，同比+27.1/49.5pct，为上市以来最高值，主要原因在于锂价上涨大幅提振锂盐业务毛利率44.4pct至36.2%，且高盈利性锂盐业务占比明显提升。</p><p><strong>锂盐产能稳步扩张，上游原料+下游客户优势巩固</strong>。</p><p>1)锂盐产能稳步扩张。当前致远锂业碳酸锂产能2.5万吨、氢氧化锂产能1.5万吨已建成投产，遂宁盛新设计产能3万吨锂盐，首期2万吨氢氧化锂产能预计2022年初投产。</p><p>2)原料保障度较高。公司拥有业隆沟锂矿75%股权，年产40.5万吨原矿可供应约1万吨碳酸锂，且与银河锂业、AVZ等签订了包销协议，此外报告期内还参股惠绒矿业约10.2%股权，该公司拥有四川木绒锂矿探矿权(矿床Li2O平均品位1.63%，Li2O资源量64.3万吨).</p><p>3)切入下游优质客户群。公司已经与<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、中航锂电、LGI、贝特瑞等众多优质客户建立了稳定合作关系，将保障公司后续订单充足。</p><p><strong>供需矛盾突出，锂价长牛可期。</strong></p><p>未来电动车+储能两大高成长性赛道将带动锂需求持续扩张，而主流锂供给增量有限，预计未来三年锂行业供需持续趋紧，锂价中枢或将持续抬升，推动公司业绩持续释放。</p><p><strong>风险提示：</strong>产能投产进度不及预期、下游需求不及预期</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>东北证券：予盛新锂能(002240.SZ)“增持”评级 锂盐业务量价齐升 驱动业绩爆发式增长</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n东北证券：予盛新锂能(002240.SZ)“增持”评级 锂盐业务量价齐升 驱动业绩爆发式增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 16:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/529745.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，东北证券发布研究报告称，预计盛新锂能(002240.SZ)2021/2022/2023年归母净利润6.2/10.7/12.9亿元。给予“增持”评级。事件：公司披露2021年半年报，2021年上半年实现营收11.34亿元，同比增50.6%，实现归母净利润2.91亿元，同比增273.8%，实现扣非净利润2.65亿元，同比增258.4%。东北证券主要观点如下：业务结构再优化，锂盐业务...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/529745.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/98e661d079a394a2795b91495bc103d7","relate_stocks":{"002240":"盛新锂能","000686":"东北证券"},"source_url":"http://www.zhitongcaijing.com/content/detail/529745.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158541030","content_text":"智通财经APP获悉，东北证券发布研究报告称，预计盛新锂能(002240.SZ)2021/2022/2023年归母净利润6.2/10.7/12.9亿元。给予“增持”评级。事件：公司披露2021年半年报，2021年上半年实现营收11.34亿元，同比增50.6%，实现归母净利润2.91亿元，同比增273.8%，实现扣非净利润2.65亿元，同比增258.4%。东北证券主要观点如下：业务结构再优化，锂盐业务迎来爆发式增长。1)公司已转型为纯正锂标的。报告期内公司陆续出售了稀土、人造板业务，当前仅剩下少量林木业务，未来也将适时剥离。2021H1公司锂盐业务营收占比高达87.4%，同比+64.9pct，公司已基本转型为纯正锂业标的。2)量价齐升推动锂盐业务营收迅速扩张。随着下游需求走旺、锂盐产能持续释放，2021H1公司锂盐产量/销量达1.85/1.77万吨，同比+150%/+324%，同时锂盐产品均价约5.6万元，同比上涨约38%，量价齐升下公司锂盐营收同比+484%。3)盈利性显著强化。2021H1公司毛利率/净利率提升至34.6%/26.3%，同比+27.1/49.5pct，为上市以来最高值，主要原因在于锂价上涨大幅提振锂盐业务毛利率44.4pct至36.2%，且高盈利性锂盐业务占比明显提升。锂盐产能稳步扩张，上游原料+下游客户优势巩固。1)锂盐产能稳步扩张。当前致远锂业碳酸锂产能2.5万吨、氢氧化锂产能1.5万吨已建成投产，遂宁盛新设计产能3万吨锂盐，首期2万吨氢氧化锂产能预计2022年初投产。2)原料保障度较高。公司拥有业隆沟锂矿75%股权，年产40.5万吨原矿可供应约1万吨碳酸锂，且与银河锂业、AVZ等签订了包销协议，此外报告期内还参股惠绒矿业约10.2%股权，该公司拥有四川木绒锂矿探矿权(矿床Li2O平均品位1.63%，Li2O资源量64.3万吨).3)切入下游优质客户群。公司已经与宁德时代、中航锂电、LGI、贝特瑞等众多优质客户建立了稳定合作关系，将保障公司后续订单充足。供需矛盾突出，锂价长牛可期。未来电动车+储能两大高成长性赛道将带动锂需求持续扩张，而主流锂供给增量有限，预计未来三年锂行业供需持续趋紧，锂价中枢或将持续抬升，推动公司业绩持续释放。风险提示：产能投产进度不及预期、下游需求不及预期","news_type":1},"isVote":1,"tweetType":1,"viewCount":2659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899995216,"gmtCreate":1628149709035,"gmtModify":1628149709035,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899995216","repostId":"2156106036","repostType":2,"isVote":1,"tweetType":1,"viewCount":3367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143727481,"gmtCreate":1625819535743,"gmtModify":1625819535743,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"<a 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