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小胖子kon
05-09 17:21
$艾迪康控股(09860)$
最强支撑位在6.6附近,不知道给不给机会低吸呢
小胖子kon
05-07
$上美股份(02145)$
作为优质消费大龙头,刚刚突破历史新高,这个位置整理一下,还是会上去的
小胖子kon
05-07
$地平线机器人-W(09660)$
今天跌那么多
小胖子kon
05-07
$小米集团-W(01810)$
开始调整了
小胖子kon
05-07
$瑞浦兰钧(00666)$
瑞浦兰钧的控股股东青山集团通过直接控制或股权投资在新能源材料领域打造了一条完整的产业链,涵盖正极前驱体、正极材料、负极材料、镍、锂及钴等上游资源。得益于青山集团在锂电池产业链的全面布局,瑞浦兰钧未来将获得坚实可靠的原材料供应,并增强在供应链上与的竞争力。
小胖子kon
05-06
$东阳光长江药业(01558)$
合并后新公司估值锚定母公司308亿港元,存在翻倍空间
小胖子kon
04-23
$艾迪康控股(09860)$
W底形态慢慢出来了
小胖子kon
04-23
$小米集团-W(01810)$
今天继续拉
小胖子kon
04-23
$上美股份(02145)$
作为国货美护龙头,上美有望持续受益消费升级与本土品牌崛起趋势,估值修复空间可观。
小胖子kon
04-22
$瑞浦兰钧(00666)$
9块的平台,双底结构很明显了
小胖子kon
04-22
$子不语(02420)$
北美市场今年会不会反而卖的更好呢,像敦煌网一样
小胖子kon
04-14
$东阳光长江药业(01558)$
合并后东阳光药总估值达308亿港元(东阳光长江药业占157亿)1],动态PE仅8.6倍,显著低于A股创新药企均值(25倍+)。
小胖子kon
04-03
$瑞浦兰钧(00666)$
今天站稳信号了?
小胖子kon
04-01
$上美股份(02145)$
全面拥抱AI,增效降本,“中国首个AI智能化妆品无人车间”正式投产,今年破百亿可期
小胖子kon
03-30
$特斯拉(TSLA)$
还要跌
小胖子kon
03-30
$荣利营造(09639)$
作为香港最大电缆及民用管道安装分包商,2023年市场份额达13.6%。引入三一国际、高升集团及福耀玻璃关联方为基石投资者,产业链资源协同潜力大,获机构长期发展信心。
小胖子kon
03-28
$子不语(02420)$
这个市场还是业绩说了算,太猛了
小胖子kon
03-25
$上美股份(02145)$
持股不动,坐等加速了,稳稳的幸福
小胖子kon
03-24
$小米集团-W(01810)$
今天可以涨了
小胖子kon
03-24
$映宇宙(03700)$
在1.5-1.8一带构筑底部平台了
去老虎APP查看更多动态
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</a>W底形态慢慢出来了","text":"$艾迪康控股(09860)$ W底形态慢慢出来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427483173269728","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427405592580712,"gmtCreate":1745370796551,"gmtModify":1745370798455,"author":{"id":"4107239966895660","authorId":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107239966895660","authorIdStr":"4107239966895660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>今天继续拉","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>今天继续拉","text":"$小米集团-W(01810)$ 今天继续拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427405592580712","isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427405402313296,"gmtCreate":1745370785801,"gmtModify":1745370788072,"author":{"id":"4107239966895660","authorId":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107239966895660","authorIdStr":"4107239966895660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>作为国货美护龙头,上美有望持续受益消费升级与本土品牌崛起趋势,估值修复空间可观。","listText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>作为国货美护龙头,上美有望持续受益消费升级与本土品牌崛起趋势,估值修复空间可观。","text":"$上美股份(02145)$ 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公告数据显示,报告期内,上美股份实现营业收入41.91亿元,同比增长56.6%;实现归母净利润4.61亿元,同比增长213.5%。 自建科研供应链的复利效应叠加多品牌升级焕新、渠道结构调整等措施,带动上美股份盈利能力逐步优化。公告显示,2023年上美股份毛利率同比增长8.6个百分点,达72.1%。 持续的盈利能力让上美股份有了发放高股息的底气。公告表示,上美股份全年派息0.95元/股,较2022年每股派息0.25元同比增长280.0%。在近期恒生指数震荡的背景下,高派息也让上美股份的配置价值也在进一步凸显。 在二级市场上,上美股份也走出了强于大盘的走势。截至3月21日收盘,上美股份总市值达192.0亿港元,股价报收48.25港元。值得关注的是,2024年至今,上美股份就收获了超80%的涨幅。 诚然,稳健的业绩是资本市场表现的“压舱石”。从自身发展角度来看,上美股份多品牌造血能力、持续迭新的渠道能力以及不断提升的自主科研能力,也成为延展其发展顶线的“助推器”。 “一超多强”多品牌发力,打开向上增量 成立至今,上美股份始终深耕护肤、母婴、洗护三大赛道,布局大众、中高端、高端价格带,以多元的品牌、多样的产品、多重的渠道,实现核心消费群体的深层次覆盖,进一步夯","listText":"3月21日,上美股份(02145.HK)发布2023年业绩公告,交出了营收、利润双增长的亮眼答卷。毛利率等指标的攀升,也表明上美股份整体盈利能力持续走高。 现如今,中国化妆品市场已进入“长线竞争”时代,国货龙头上美股份业绩盈利表现出色、投资价值可期的背后,是其中多品牌战略、超级品牌韩束业绩爆发、科研创新、渠道优势的共同加持。 抓住时代机遇,上美业绩实现爆发性增长 成立20余载,上美股份的成长路径就是优秀国货化妆品公司的缩影。2023年,伴随着消费复苏、国货品牌的崛起和渠道变革的机遇,上美股份拉开了新一轮增长序幕。 公告数据显示,报告期内,上美股份实现营业收入41.91亿元,同比增长56.6%;实现归母净利润4.61亿元,同比增长213.5%。 自建科研供应链的复利效应叠加多品牌升级焕新、渠道结构调整等措施,带动上美股份盈利能力逐步优化。公告显示,2023年上美股份毛利率同比增长8.6个百分点,达72.1%。 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Limited近日多次增持映宇宙(3700.SH)股份。资料显示,做直播社交起家的映宇宙已经成为国内微短剧市场的第一梯队。","listText":"<a href=\"https://laohu8.com/S/03700\">$映宇宙(03700)$ </a><a href=\"https://laohu8.com/S/300418\">$昆仑万维(300418)$ </a>11月末,昆仑万维在北京的一场闭门交流会上宣布,将豪掷5亿美金,投资1000部海外本土短剧。据悉,其全资子公司Kunlun Group Limited近日多次增持映宇宙(3700.SH)股份。资料显示,做直播社交起家的映宇宙已经成为国内微短剧市场的第一梯队。","text":"$映宇宙(03700)$ $昆仑万维(300418)$ 11月末,昆仑万维在北京的一场闭门交流会上宣布,将豪掷5亿美金,投资1000部海外本土短剧。据悉,其全资子公司Kunlun Group Limited近日多次增持映宇宙(3700.SH)股份。资料显示,做直播社交起家的映宇宙已经成为国内微短剧市场的第一梯队。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/384634240897264","isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658418437,"gmtCreate":1682950071429,"gmtModify":1682950076095,"author":{"id":"4107239966895660","authorId":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107239966895660","authorIdStr":"4107239966895660"},"themes":[],"title":"节后充电桩是否爆发性的需求增长呢?","htmlText":"节前加快充电桩安装的政策新闻出来后,市场较为兴奋,那么充电桩能够带来多大的市场增量呢? 预计 2023-2025 年国内充电桩新增数量分别为 436 万台、480 万台、572 万台,2023-2025 年新增充电桩数量年复合增长率达 30%。但是既然是加快建设充电桩,那么相当于3年变成2年完成了,也就是增长率要提升到70%,即2023年新增570万台,2024年新增970万台,也许2023年会更快,比如直接打到800万台以上,直接导致充电桩出现供不应求的状态,因此我们按照今年800万台,明年700万台来预测分析今年的市场空间。 按照充电桩平均单价3万元计算,那么2023年充电桩市场规模为2400亿,2024年规模为2100亿,这个增量是非常恐怖的,因为2022年充电桩市场规模只有900亿左右,增量空间达到了1500亿。也就是今年很可能规模增速是去年的2倍左右,这样的增长空间是非常有利于充电桩企业的发展的,因此关注生产充电桩的相关上市公司 <a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$ </a><a href=\"https://laohu8.com/S/300698\">$万马科技(300698)$ </a><a href=\"https://laohu8.com/S/300491\">$通合科技(300491)$ </a>","listText":"节前加快充电桩安装的政策新闻出来后,市场较为兴奋,那么充电桩能够带来多大的市场增量呢? 预计 2023-2025 年国内充电桩新增数量分别为 436 万台、480 万台、572 万台,2023-2025 年新增充电桩数量年复合增长率达 30%。但是既然是加快建设充电桩,那么相当于3年变成2年完成了,也就是增长率要提升到70%,即2023年新增570万台,2024年新增970万台,也许2023年会更快,比如直接打到800万台以上,直接导致充电桩出现供不应求的状态,因此我们按照今年800万台,明年700万台来预测分析今年的市场空间。 按照充电桩平均单价3万元计算,那么2023年充电桩市场规模为2400亿,2024年规模为2100亿,这个增量是非常恐怖的,因为2022年充电桩市场规模只有900亿左右,增量空间达到了1500亿。也就是今年很可能规模增速是去年的2倍左右,这样的增长空间是非常有利于充电桩企业的发展的,因此关注生产充电桩的相关上市公司 <a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$ </a><a href=\"https://laohu8.com/S/300698\">$万马科技(300698)$ </a><a href=\"https://laohu8.com/S/300491\">$通合科技(300491)$ </a>","text":"节前加快充电桩安装的政策新闻出来后,市场较为兴奋,那么充电桩能够带来多大的市场增量呢? 预计 2023-2025 年国内充电桩新增数量分别为 436 万台、480 万台、572 万台,2023-2025 年新增充电桩数量年复合增长率达 30%。但是既然是加快建设充电桩,那么相当于3年变成2年完成了,也就是增长率要提升到70%,即2023年新增570万台,2024年新增970万台,也许2023年会更快,比如直接打到800万台以上,直接导致充电桩出现供不应求的状态,因此我们按照今年800万台,明年700万台来预测分析今年的市场空间。 按照充电桩平均单价3万元计算,那么2023年充电桩市场规模为2400亿,2024年规模为2100亿,这个增量是非常恐怖的,因为2022年充电桩市场规模只有900亿左右,增量空间达到了1500亿。也就是今年很可能规模增速是去年的2倍左右,这样的增长空间是非常有利于充电桩企业的发展的,因此关注生产充电桩的相关上市公司 $能链智电(NAAS)$ $万马科技(300698)$ $通合科技(300491)$","images":[{"img":"https://static.tigerbbs.com/e9c60e860b17817569659f46456ffb5c","width":"640","height":"365"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/658418437","isVote":1,"tweetType":1,"viewCount":7317,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118472521748070","authorId":"4118472521748070","name":"大虾米子","avatar":"https://static.tigerbbs.com/8f8c49ebfe9f476de44416d3bea7da3c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4118472521748070","authorIdStr":"4118472521748070"},"content":"2022年充电桩市场规模只有900亿左右,如果加快建设充电桩,增量市场很大,能链智电NAAS预计明年净收入同比翻5-6倍,真的是个赚钱的好生意","text":"2022年充电桩市场规模只有900亿左右,如果加快建设充电桩,增量市场很大,能链智电NAAS预计明年净收入同比翻5-6倍,真的是个赚钱的好生意","html":"2022年充电桩市场规模只有900亿左右,如果加快建设充电桩,增量市场很大,能链智电NAAS预计明年净收入同比翻5-6倍,真的是个赚钱的好生意"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":399666593251736,"gmtCreate":1738597622059,"gmtModify":1738597623495,"author":{"id":"4107239966895660","authorId":"4107239966895660","name":"小胖子kon","avatar":"https://static.tigerbbs.com/6246e486a2b266876dd2e5068793e479","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107239966895660","authorIdStr":"4107239966895660"},"themes":[],"htmlText":"<a 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5月,能链智电完成新一轮增发,获香港郑氏家族第三代郑志刚博士、香港老牌上市公司中誉集团(00985.HK)等战略投资。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/207824079630608","isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000148","authorId":"9000000000000148","name":"河东荷西","avatar":"https://static.tigerbbs.com/70eb8e5a109296fe82a90563211f430b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000148","authorIdStr":"9000000000000148"},"content":"$特斯拉概念(BK4511)$ 个人还是比较看好的","text":"$特斯拉概念(BK4511)$ 个人还是比较看好的","html":"$特斯拉概念(BK4511)$ 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