Kita1a的个人主页 - 老虎社区

Kita1a

Kita1a

🌈Never be enough !Never！never ,for me…

IP属地：吉林

77关注

12粉丝

0主题

0勋章

09-16

股价什么时候可以冲一冲[吃瓜] [吃瓜] [吃瓜]

飞鹤(06186)获中国质量领域最高荣誉，为奶粉行业树立品质新标杆

09-16

$AMD 20260116 180.0 CALL$

09-11

OpenAi 不用微软的？[吃瓜]

甲骨文与OpenAI签署3000亿美元计算协议，电力需求4.5 GW

09-11

[你懂的] 真能吹！

甲骨文与OpenAI签署3000亿美元计算协议，这份协议将需要4.5 GW

09-10

$甲骨文(ORCL)$ 吹牛*呐4000亿订单，地球都你的了，毁灭吧，累了😔

09-09

大摩反着买，别墅靠大海$中远海能(01138)$

大摩：重申对中远海能(01138)“增持”评级料航运旺季将至

09-08

失望，你倒是画个饼啊，像耐克一样吹啊

Lululemon(LULU.US)Q2电话会：未来新品将重点倾向于社交休闲方向

09-06

$LULU 20260116 195.0 CALL$ [愤怒] [愤怒] [愤怒] [愤怒] [愤怒]

09-06

$LULU 20260116 210.0 PUT$ 我要把衣柜里的露露全烧🔥了

09-02

$MIU.HK 20250929 60.00 CALL$

09-02

$双登股份(06960)$ 🤣🤣🤣

09-01

$双登股份(06960)$ Holy sh*t[心碎]

08-29

$COS.HK 20250929 14.00 PUT$ [喷血] [喷血] [喷血]

08-29

$地平线机器人-W(09660)$ 久旱逢甘露

08-26

$好市多(COST)$ 感觉自己有点飘了[丢脸]

08-25

$赣锋锂业(01772)$ 接着捂[暗中观察]

08-18

$中远海能(01138)$ [吃瓜] [吃瓜] [吃瓜]

08-15

$LULU 20260116 210.0 PUT$🤏搏一搏

08-15

$AMD 20260116 170.0 PUT$ 27年前瞻下限168。170应该是稳妥的位置[吃瓜]

07-24

$GLI.HK 20250730 26.00 CALL$

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[吃瓜] [吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479207016043208","repostId":"2567798601","repostType":2,"repost":{"id":"2567798601","kind":"news","pubTimestamp":1758002471,"share":"https://www.laohu8.com/m/news/2567798601?lang=&edition=full","pubTime":"2025-09-16 14:01","market":"us","language":"zh","title":"飞鹤(06186)获中国质量领域最高荣誉，为奶粉行业树立品质新标杆","url":"https://stock-news.laohu8.com/highlight/detail?id=2567798601","media":"智通财经","summary":"9月16日，第五届中国质量奖获奖名单正式公布，中国飞鹤乳业凭借“产业链、创新链双链融合智能制造质量管理模式”荣获第五届中国质量奖提名奖，成为婴幼儿奶粉行业中唯一获此殊荣的企业。63年安全生产0事故，成就质量领域最高荣誉质量是兴国之道、强国之策。中国质量奖是经中央批准设立、由国家市场监督管理总局主办的政府在质量管理领域的最高荣誉，代表了中国质量管理的顶尖水准。","content":"<html><body><p>9月16日，第五届中国质量奖获奖名单正式公布，<a href=\"https://laohu8.com/S/06186\">中国飞鹤</a>乳业凭借“产业链、创新链双链融合智能制造质量管理模式”荣获第五届中国质量奖提名奖，成为婴幼儿奶粉行业中唯一获此殊荣的企业。这一荣誉不仅是对飞鹤63年来坚守质量初心的高度认可，更是中国乳业质量管理水平迈向新台阶的重要标志。</p><p>此次获得中国质量奖提名奖，既是对飞鹤长期坚持高质量发展路线的充分肯定，更是对中国乳业质量提升成果的重要见证。业内专家认为，飞鹤的创新质量管理模式不仅为乳制品行业树立了标杆，其“双链融合”的理念和实践对推动中国制造业高质量发展也具有重要借鉴意义。</p><p><img src=\"https://img.zhitongcaijing.com/image/20250916/1758002248149333.jpg?x-oss-process=image/format,jpg/quality,q_40\" title=\"1758002248149333.jpg\"/></p><p>（飞鹤荣获第五届中国质量奖提名奖）</p><p><strong>63年安全生产0事故，成就质量领域最高荣誉</strong></p><p>质量是兴国之道、强国之策。中国质量奖是经中央批准设立、由国家市场监督管理总局主办的政府在质量管理领域的最高荣誉，代表了中国质量管理的顶尖水准。该奖项旨在表彰在质量管理模式、方法和管理制度领域取得重大创新成就的组织和个人。自2013年至今已举办五届，往届获奖企业包括中国<a href=\"https://laohu8.com/S/000901\">航天科技</a>集团、<a href=\"https://laohu8.com/S/00390\">中铁</a>工程装备集团、<a href=\"https://laohu8.com/S/000333\">美的集团</a>、华为、<a href=\"https://laohu8.com/S/000651\">格力电器</a>、上海<a href=\"https://laohu8.com/S/600320\">振华重工</a>等行业巨头。</p><p>在本届评选中，飞鹤与成飞、哈飞、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/000800\">一汽解放</a>等<a href=\"https://laohu8.com/S/00031\">航天</a>军工、新能源、重工业领域的“大国重器”企业共同入选提名奖名单，充分彰显了其质量管理体系已达到国家顶尖水准。特别值得一提的是，飞鹤是本届中国质量奖获奖企业中唯一的奶粉企业，在乳业高质量发展、以科技创新角逐全球市场的当下，这也标志着中国乳业在质量管理领域实现了历史性突破。</p><p><img src=\"https://img.zhitongcaijing.com/image/20250916/1758002337767598.jpg?x-oss-process=image/format,jpg/quality,q_40\" title=\"1758002337767598.jpg\"/></p><p>（中国飞鹤在第五届中国质量奖颁奖现场）</p><p>在这一荣誉的背后，承载着飞鹤守护中国宝宝口粮安全的重要使命。作为婴幼儿奶粉企业，飞鹤深知每一罐奶粉都关系着下一代的健康成长，始终将产品质量视为企业的生命线。</p><p>自1962年成立以来，飞鹤始终坚持“质量不给任何事情让路”的核心原则，践行“三不让”质量承诺——质量不给成本让路、质量不给产量让路、质量不给权力让路，创造了63年安全生产0事故纪录。</p><p>自2006年起，飞鹤在<a href=\"https://laohu8.com/S/002148\">北纬</a>47°黄金奶源带打造了集牧草种植、饲料加工、规模化养殖、生产加工、物流仓储于一体的产业集群，实现从源头到终端全程自主管控，为确保产品质量安全提供了坚实保障。</p><p><img src=\"https://img.zhitongcaijing.com/image/20250916/1758002375661367.png?x-oss-process=image/format,jpg/quality,q_40\" title=\"1758002375661367.png\"/></p><p>（飞鹤自有牧场）</p><p>在奶源安全方面，飞鹤专属牧场生牛乳菌落指数优于欧盟标准20倍，高于国标400倍，从源头确保了产品品质。而飞鹤的“2小时生态圈”更是体现了企业对产品品质的极致追求。其首创鲜奶挤出后迅速降温至0-4℃，并通过全封闭冷链运输在2小时内送达工厂加工，最大限度保留鲜奶中的活性营养成分。</p><p><strong>牵头“十四五”成立母乳研究国家队，铸就飞鹤质量护城河</strong></p><p>作为中国乳业领军企业，飞鹤创新构建“产业链、创新链双链融合智能制造质量管理模式”，通过全产业链布局与科技创新深度融合，建立了行业领先的质量管理体系。其优势不仅体现在飞鹤首创的“农牧工”一体化全产业链模式上，更是贯穿了研发工艺、质量管控、智能制造、服务体验的全流程，为乳业和食品行业的高质量发展树立了标杆，引领行业质量升级和协同提升。</p><p>为了打造更适合中国宝宝体质的奶粉，飞鹤深耕中国母乳研究领域，取得了一系列突破性成果。作为“十四五”国家重点研发计划项目的牵头单位，飞鹤与合作高校、机构已采集全国10个饮食文化区的母乳样本，<a href=\"https://laohu8.com/S/01630\">建成</a>国内最大的母婴健康队列，建立国内首个HMOs全谱系结构数据库，开发首个自主母乳智算引擎，深入研究中国母乳成分含量及变化规律，为创新更适合中国宝宝的新一代婴配粉奠定坚实基础，推动我国婴配粉产业自主创新能力跻身国际前列。</p><p>据介绍，飞鹤的部分母乳研究成果已应用于系列产品，如飞鹤的星飞帆、星飞帆卓睿等全线婴幼儿奶粉均创新性采用1:1.7黄金比例的DHA：ARA配比，卓睿配方中高活性N-糖含量达到母乳水平等，均得益于企业深入的科研探索。</p><p><img src=\"https://img.zhitongcaijing.com/image/20250916/1758002646934083.png?x-oss-process=image/format,jpg/quality,q_40\" title=\"1758002646934083.png\"/></p><p>（飞鹤数智化生产线）</p><p>在持续推进科技创新的同时，飞鹤建立了一套严苛的质量保障体系。生产端，严格执行制药级10万级洁净车间标准，车间洁净度与医院ICU重症监护室相当。检测端，行业首创流式细胞术，30秒内即可完成设备清洁度检测，相比传统方法用时2-3天，大幅提升检测效率和准确性；创新性引入AIB国际食品安全预防控制标准审核，通过飞行检查，确保质量标准落实。目前，飞鹤已建立1322项质量管理制度，覆盖农牧管理、研发技术、实验室管理等全流程，实施24小时全程检测，覆盖25道检测程序、411项次检测。</p><p>AI应用进一步筑牢企业质量基石。作为“首批AI乳企”，飞鹤通过构建数智化生产管理体系，实现智能制造升级。其自主研发的AI智瞳系统，在国际上首次实现对奶粉生产全过程的毫秒级在线监控，推动乳制品检测模式从抽样检查向全时监控转变。数智化赋能也大幅提升了飞鹤的供应链效率，整体供应链效率提升40%，确保产品在28天内新鲜直达消费者手中。</p><p><strong>创新新一代鲜活营养，领导地位获市场与业界双重认可</strong></p><p>这份对质量的坚守，也让飞鹤赢得了消费者的青睐，持续夯实市场领军地位。据弗若斯特沙利文统计，飞鹤已连续六年蝉联中国婴配粉市场销量第一，连续四年位居全球婴配粉销量榜首。2025年上半年，飞鹤婴配粉全渠道市场份额及销量继续稳居市场第一。在品牌影响力方面，权威调研机构数据显示，2025年第二季度，飞鹤品牌认知度高达99%，稳居用户心智首位。</p><p><img src=\"https://img.zhitongcaijing.com/image/20250916/1758002530507455.png?x-oss-process=image/format,jpg/quality,q_60\" title=\"1758002530507455.png\"/></p><p>（飞鹤连续六年蝉联中国婴配粉市场销量第一，连续四年位居全球婴配粉销量榜首）</p><p>在获得市场认可的同时，飞鹤的产品质量也赢得了国内外权威机构的高度肯定。除了连续八年斩获“世界食品品质评鉴大会金奖”、三次获得被誉为制造业“诺贝尔奖”的全球卓越制造大奖TPM奖外，飞鹤还荣获“人民匠心奖”和“国家技术创新示范企业”称号、入选“品牌强国工程”，并获得“ROI-EFESO工业4.0中国奖”等多项重要荣誉。</p><p>高质量发展少不了科技创新的驱动，聚焦“鲜活营养”，飞鹤以2小时生态圈为鲜活基底，以中国母乳为产品研发的黄金标准，构建起“科研驱动、产品应用、实证升级”的产业闭环，实现从黄金奶源到中国宝宝奶瓶的鲜活营养直达。</p><p>依托“新一代鲜活营养”核心技术创新，飞鹤打破传统技术路线，直接从北纬47°产出的优质鲜奶中低温萃取目标活性营养成分，让奶粉最大程度保留生鲜奶中的天然活性营养，让宝宝吸收更轻松。飞鹤联合多家知名高校、机构合作的研究报告显示，星飞帆卓睿已取得2倍营养活性、6.4倍好吸收、3.9倍促大脑神经元发育等多项实证。飞鹤“新一代鲜活营养”的研发与产业实践成果，涵盖新鲜奶源、鲜活科技、鲜活营养产品及科学实证全链条，为行业高质量发展提供经验。</p><p><img src=\"https://img.zhitongcaijing.com/image/20250916/1758002571171623.png?x-oss-process=image/format,jpg/quality,q_60\" title=\"1758002571171623.png\"/></p><p>（飞鹤星飞帆卓睿鲜活营养效果实证）</p><p>面向未来，飞鹤将继续秉持质量初心，以科技创新为驱动，不断完善和升级质量管理体系，引领行业高质量发展，为消费者提供更优质的产品和服务，助力中国乳业迈向世界领先水平，为实施质量强国战略贡献飞鹤力量。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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飞鹤(06186)获中国质量领域最高荣誉，为奶粉行业树立品质新标杆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-16 14:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1345700.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月16日，第五届中国质量奖获奖名单正式公布，中国飞鹤乳业凭借“产业链、创新链双链融合智能制造质量管理模式”荣获第五届中国质量奖提名奖，成为婴幼儿奶粉行业中唯一获此殊荣的企业。这一荣誉不仅是对飞鹤63年来坚守质量初心的高度认可，更是中国乳业质量管理水平迈向新台阶的重要标志。此次获得中国质量奖提名奖，既是对飞鹤长期坚持高质量发展路线的充分肯定，更是对中国乳业质量提升成果的重要见证。业内专家认为，飞鹤...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1345700.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1500":"做空集合股","BK1237":"包装食品与肉类","06186":"中国飞鹤","BK1553":"奶制品股","BK1597":"三胎概念","BK1589":"北水核心资产"},"source_url":"http://www.zhitongcaijing.com/content/detail/1345700.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2567798601","content_text":"9月16日，第五届中国质量奖获奖名单正式公布，中国飞鹤乳业凭借“产业链、创新链双链融合智能制造质量管理模式”荣获第五届中国质量奖提名奖，成为婴幼儿奶粉行业中唯一获此殊荣的企业。这一荣誉不仅是对飞鹤63年来坚守质量初心的高度认可，更是中国乳业质量管理水平迈向新台阶的重要标志。此次获得中国质量奖提名奖，既是对飞鹤长期坚持高质量发展路线的充分肯定，更是对中国乳业质量提升成果的重要见证。业内专家认为，飞鹤的创新质量管理模式不仅为乳制品行业树立了标杆，其“双链融合”的理念和实践对推动中国制造业高质量发展也具有重要借鉴意义。（飞鹤荣获第五届中国质量奖提名奖）63年安全生产0事故，成就质量领域最高荣誉质量是兴国之道、强国之策。中国质量奖是经中央批准设立、由国家市场监督管理总局主办的政府在质量管理领域的最高荣誉，代表了中国质量管理的顶尖水准。该奖项旨在表彰在质量管理模式、方法和管理制度领域取得重大创新成就的组织和个人。自2013年至今已举办五届，往届获奖企业包括中国航天科技集团、中铁工程装备集团、美的集团、华为、格力电器、上海振华重工等行业巨头。在本届评选中，飞鹤与成飞、哈飞、宁德时代、一汽解放等航天军工、新能源、重工业领域的“大国重器”企业共同入选提名奖名单，充分彰显了其质量管理体系已达到国家顶尖水准。特别值得一提的是，飞鹤是本届中国质量奖获奖企业中唯一的奶粉企业，在乳业高质量发展、以科技创新角逐全球市场的当下，这也标志着中国乳业在质量管理领域实现了历史性突破。（中国飞鹤在第五届中国质量奖颁奖现场）在这一荣誉的背后，承载着飞鹤守护中国宝宝口粮安全的重要使命。作为婴幼儿奶粉企业，飞鹤深知每一罐奶粉都关系着下一代的健康成长，始终将产品质量视为企业的生命线。自1962年成立以来，飞鹤始终坚持“质量不给任何事情让路”的核心原则，践行“三不让”质量承诺——质量不给成本让路、质量不给产量让路、质量不给权力让路，创造了63年安全生产0事故纪录。自2006年起，飞鹤在北纬47°黄金奶源带打造了集牧草种植、饲料加工、规模化养殖、生产加工、物流仓储于一体的产业集群，实现从源头到终端全程自主管控，为确保产品质量安全提供了坚实保障。（飞鹤自有牧场）在奶源安全方面，飞鹤专属牧场生牛乳菌落指数优于欧盟标准20倍，高于国标400倍，从源头确保了产品品质。而飞鹤的“2小时生态圈”更是体现了企业对产品品质的极致追求。其首创鲜奶挤出后迅速降温至0-4℃，并通过全封闭冷链运输在2小时内送达工厂加工，最大限度保留鲜奶中的活性营养成分。牵头“十四五”成立母乳研究国家队，铸就飞鹤质量护城河作为中国乳业领军企业，飞鹤创新构建“产业链、创新链双链融合智能制造质量管理模式”，通过全产业链布局与科技创新深度融合，建立了行业领先的质量管理体系。其优势不仅体现在飞鹤首创的“农牧工”一体化全产业链模式上，更是贯穿了研发工艺、质量管控、智能制造、服务体验的全流程，为乳业和食品行业的高质量发展树立了标杆，引领行业质量升级和协同提升。为了打造更适合中国宝宝体质的奶粉，飞鹤深耕中国母乳研究领域，取得了一系列突破性成果。作为“十四五”国家重点研发计划项目的牵头单位，飞鹤与合作高校、机构已采集全国10个饮食文化区的母乳样本，建成国内最大的母婴健康队列，建立国内首个HMOs全谱系结构数据库，开发首个自主母乳智算引擎，深入研究中国母乳成分含量及变化规律，为创新更适合中国宝宝的新一代婴配粉奠定坚实基础，推动我国婴配粉产业自主创新能力跻身国际前列。据介绍，飞鹤的部分母乳研究成果已应用于系列产品，如飞鹤的星飞帆、星飞帆卓睿等全线婴幼儿奶粉均创新性采用1:1.7黄金比例的DHA：ARA配比，卓睿配方中高活性N-糖含量达到母乳水平等，均得益于企业深入的科研探索。（飞鹤数智化生产线）在持续推进科技创新的同时，飞鹤建立了一套严苛的质量保障体系。生产端，严格执行制药级10万级洁净车间标准，车间洁净度与医院ICU重症监护室相当。检测端，行业首创流式细胞术，30秒内即可完成设备清洁度检测，相比传统方法用时2-3天，大幅提升检测效率和准确性；创新性引入AIB国际食品安全预防控制标准审核，通过飞行检查，确保质量标准落实。目前，飞鹤已建立1322项质量管理制度，覆盖农牧管理、研发技术、实验室管理等全流程，实施24小时全程检测，覆盖25道检测程序、411项次检测。AI应用进一步筑牢企业质量基石。作为“首批AI乳企”，飞鹤通过构建数智化生产管理体系，实现智能制造升级。其自主研发的AI智瞳系统，在国际上首次实现对奶粉生产全过程的毫秒级在线监控，推动乳制品检测模式从抽样检查向全时监控转变。数智化赋能也大幅提升了飞鹤的供应链效率，整体供应链效率提升40%，确保产品在28天内新鲜直达消费者手中。创新新一代鲜活营养，领导地位获市场与业界双重认可这份对质量的坚守，也让飞鹤赢得了消费者的青睐，持续夯实市场领军地位。据弗若斯特沙利文统计，飞鹤已连续六年蝉联中国婴配粉市场销量第一，连续四年位居全球婴配粉销量榜首。2025年上半年，飞鹤婴配粉全渠道市场份额及销量继续稳居市场第一。在品牌影响力方面，权威调研机构数据显示，2025年第二季度，飞鹤品牌认知度高达99%，稳居用户心智首位。（飞鹤连续六年蝉联中国婴配粉市场销量第一，连续四年位居全球婴配粉销量榜首）在获得市场认可的同时，飞鹤的产品质量也赢得了国内外权威机构的高度肯定。除了连续八年斩获“世界食品品质评鉴大会金奖”、三次获得被誉为制造业“诺贝尔奖”的全球卓越制造大奖TPM奖外，飞鹤还荣获“人民匠心奖”和“国家技术创新示范企业”称号、入选“品牌强国工程”，并获得“ROI-EFESO工业4.0中国奖”等多项重要荣誉。高质量发展少不了科技创新的驱动，聚焦“鲜活营养”，飞鹤以2小时生态圈为鲜活基底，以中国母乳为产品研发的黄金标准，构建起“科研驱动、产品应用、实证升级”的产业闭环，实现从黄金奶源到中国宝宝奶瓶的鲜活营养直达。依托“新一代鲜活营养”核心技术创新，飞鹤打破传统技术路线，直接从北纬47°产出的优质鲜奶中低温萃取目标活性营养成分，让奶粉最大程度保留生鲜奶中的天然活性营养，让宝宝吸收更轻松。飞鹤联合多家知名高校、机构合作的研究报告显示，星飞帆卓睿已取得2倍营养活性、6.4倍好吸收、3.9倍促大脑神经元发育等多项实证。飞鹤“新一代鲜活营养”的研发与产业实践成果，涵盖新鲜奶源、鲜活科技、鲜活营养产品及科学实证全链条，为行业高质量发展提供经验。（飞鹤星飞帆卓睿鲜活营养效果实证）面向未来，飞鹤将继续秉持质量初心，以科技创新为驱动，不断完善和升级质量管理体系，引领行业高质量发展，为消费者提供更优质的产品和服务，助力中国乳业迈向世界领先水平，为实施质量强国战略贡献飞鹤力量。","news_type":1,"symbols_score_info":{"06186":1.5}},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478994883420544,"gmtCreate":1757960865131,"gmtModify":1757960867551,"author":{"id":"4192178964309222","authorId":"4192178964309222","name":"Kita1a","avatar":"https://static.tigerbbs.com/fea2dca54a41ef2c4de0672af615fa12","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192178964309222","authorIdStr":"4192178964309222"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/AMD 20260116 180.0 CALL\">$AMD 20260116 180.0 CALL$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/AMD 20260116 180.0 CALL\">$AMD 20260116 180.0 CALL$</a>&nbsp;","text":"$AMD 20260116 180.0 CALL$","images":[{"img":"https://static.tigerbbs.com/29c9a87ffd2f22081a86ee1118222267","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478994883420544","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":477271178363648,"gmtCreate":1757543722582,"gmtModify":1757543724449,"author":{"id":"4192178964309222","authorId":"4192178964309222","name":"Kita1a","avatar":"https://static.tigerbbs.com/fea2dca54a41ef2c4de0672af615fa12","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192178964309222","authorIdStr":"4192178964309222"},"themes":[],"htmlText":"OpenAi 不用微软的？[吃瓜]&nbsp;&nbsp;","listText":"OpenAi 不用微软的？[吃瓜]&nbsp;&nbsp;","text":"OpenAi 不用微软的？[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477271178363648","repostId":"2566098284","repostType":2,"repost":{"id":"2566098284","kind":"news","pubTimestamp":1757535013,"share":"https://www.laohu8.com/m/news/2566098284?lang=&edition=full","pubTime":"2025-09-11 04:10","market":"us","language":"zh","title":"甲骨文与OpenAI签署3000亿美元计算协议，电力需求4.5 GW","url":"https://stock-news.laohu8.com/highlight/detail?id=2566098284","media":"华尔街见闻","summary":"OpenAI与甲骨文达成了一项价值高达3000亿美元的重磅协议。9月10日，据报道，OpenAI已签署合同，在未来约五年内从甲骨文购买价值3000亿美元的算力。OpenAI是一家仍在亏损的初创公司，其在6月披露的年化收入约为100亿美元，这远低于其为该协议每年平均需要支付的600亿美元。这笔与甲骨文的协议，标志着OpenAI在确保其未来AI版图所需算力供应的道路上迈出了关键一步。","content":"<html><head></head><body><blockquote><p>OpenAI已签署合同，在未来约五年内从甲骨文购买价值3000亿美元的计算能力。该协议将从2027年开始执行，所需的4.5GW电力容量相当于两座胡佛水坝的发电量，足以供应约400万户家庭用电。</p></blockquote><p style=\"text-align: left;\">OpenAI与甲骨文达成了一项价值高达3000亿美元的重磅协议。</p><p style=\"text-align: left;\">9月10日，据报道，<strong>OpenAI已签署合同，在未来约五年内从甲骨文购买价值3000亿美元的算力。该协议将从2027年开始执行，所需的4.5GW电力容量相当于两座胡佛水坝的发电量，足以供应约400万户家庭用电。</strong></p><p style=\"text-align: left;\">华尔街见闻昨日提及，公司首席执行官Safra Catz在财报电话会议上透露，<strong>公司在本财年第一季度新增了3170亿美元的剩余履约义务，使该指标总额达到4550亿美元，同比增长359%。</strong></p><p style=\"text-align: left;\">对OpenAI而言，这是一次对其未来增长的激进赌博；而对甲骨文来说，这意味着将未来收入的很大一部分集中于单一客户，这对双方的执行力和市场前景都提出了严峻考验。</p><h2 id=\"id_832326005\" style=\"text-align: left;\">甲骨文的业绩与股价飙升</h2><p style=\"text-align: left;\">在披露其最新财季（截至8月31日）新增了3170亿美元的未来合同收入后，甲骨文的股价在周三一度飙升42%。</p><p style=\"text-align: left;\">公司首席执行官Safra Catz向分析师表示，该季度公司与三位不同的客户签署了合同。她强调：</p><blockquote><p style=\"text-align: left;\">我们已经与人工智能领域的巨头们签署了重要的云合同，包括OpenAI、xAI、Meta、英伟达、AMD以及许多其他公司。</p></blockquote><p style=\"text-align: left;\">股价的飙升使甲骨文董事长Larry Ellison的财富增加了超过1000亿美元，使其净资产接近4000亿美元，进入了与马斯克比肩的全球最富有人士行列。</p><p style=\"text-align: left;\">事实上，<strong>甲骨文早在6月的一份文件中就首次暗示了这笔交易，当时披露公司达成了一项云服务协议，从2027年开始将带来超过300亿美元的年收入</strong>。</p><h2 id=\"id_3991730288\" style=\"text-align: left;\">一场高风险的“豪赌”</h2><p style=\"text-align: left;\">这份将于2027年开始执行的合同，对OpenAI和甲骨文而言都是一场高风险的赌博。</p><p style=\"text-align: left;\">OpenAI是一家仍在亏损的初创公司，其在6月披露的年化收入约为100亿美元，这远低于其为该协议每年平均需要支付的600亿美元。</p><p style=\"text-align: left;\">这笔交易的成功，完全建立在ChatGPT能够持续其爆炸性增长，并被全球数十亿用户以及主要企业和政府广泛采用的假设之上。</p><p style=\"text-align: left;\">虽然OpenAI的增长非同寻常，但它也正面临日益增长的压力，包括昂贵的人才争夺战、与微软紧张的合作关系谈判，以及一项正在接受两个州监管机构审查的营利性重组。</p><p style=\"text-align: left;\">对于甲骨文来说，<strong>风险在于将未来的巨额收入押注在单一客户身上，并且公司可能需要通过借贷来购买支撑这些数据中心所需的大量AI芯片。</strong></p><h2 id=\"id_4258287170\" style=\"text-align: left;\">OpenAI的算力困境</h2><p style=\"text-align: left;\">OpenAI之所以寻求这笔大规模交易，根本原因在于其面临着严重的计算能力短缺，这一短缺正在阻碍其产品的推出和新AI模型的开发进程。</p><p style=\"text-align: left;\">多年来，OpenAI一直依赖其最大的支持者之一微软独家提供算力，但据报道，由于对供应短缺感到失望，该公司最近获得了寻找新供应商的豁免。</p><p style=\"text-align: left;\">为了解决算力瓶颈，OpenAI曾尝试与其支持者软银共同发起一个名为“星际之门”的新数据中心项目，但该项目起步缓慢。</p><p style=\"text-align: left;\">此后，OpenAI表示，“星际之门”是其所有数据中心业务的品牌，并将与甲骨文的这笔交易视为“星际之门”项目的一部分。</p><p style=\"text-align: left;\">这笔与甲骨文的协议，标志着OpenAI在确保其未来AI版图所需算力供应的道路上迈出了关键一步。</p></body></html>","source":"wallstreetcn_api","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>甲骨文与OpenAI签署3000亿美元计算协议，电力需求4.5 GW</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; 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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甲骨文与OpenAI签署3000亿美元计算协议，电力需求4.5 GW\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-11 04:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3755353><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OpenAI已签署合同，在未来约五年内从甲骨文购买价值3000亿美元的计算能力。该协议将从2027年开始执行，所需的4.5GW电力容量相当于两座胡佛水坝的发电量，足以供应约400万户家庭用电。OpenAI与甲骨文达成了一项价值高达3000亿美元的重磅协议。9月10日，据报道，OpenAI已签署合同，在未来约五年内从甲骨文购买价值3000亿美元的算力。该协议将从2027年开始执行，所需的4.5GW...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3755353\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f4afa2b01089dca2de3558f352a0acc","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://wallstreetcn.com/articles/3755353","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566098284","content_text":"OpenAI已签署合同，在未来约五年内从甲骨文购买价值3000亿美元的计算能力。该协议将从2027年开始执行，所需的4.5GW电力容量相当于两座胡佛水坝的发电量，足以供应约400万户家庭用电。OpenAI与甲骨文达成了一项价值高达3000亿美元的重磅协议。9月10日，据报道，OpenAI已签署合同，在未来约五年内从甲骨文购买价值3000亿美元的算力。该协议将从2027年开始执行，所需的4.5GW电力容量相当于两座胡佛水坝的发电量，足以供应约400万户家庭用电。华尔街见闻昨日提及，公司首席执行官Safra Catz在财报电话会议上透露，公司在本财年第一季度新增了3170亿美元的剩余履约义务，使该指标总额达到4550亿美元，同比增长359%。对OpenAI而言，这是一次对其未来增长的激进赌博；而对甲骨文来说，这意味着将未来收入的很大一部分集中于单一客户，这对双方的执行力和市场前景都提出了严峻考验。甲骨文的业绩与股价飙升在披露其最新财季（截至8月31日）新增了3170亿美元的未来合同收入后，甲骨文的股价在周三一度飙升42%。公司首席执行官Safra Catz向分析师表示，该季度公司与三位不同的客户签署了合同。她强调：我们已经与人工智能领域的巨头们签署了重要的云合同，包括OpenAI、xAI、Meta、英伟达、AMD以及许多其他公司。股价的飙升使甲骨文董事长Larry Ellison的财富增加了超过1000亿美元，使其净资产接近4000亿美元，进入了与马斯克比肩的全球最富有人士行列。事实上，甲骨文早在6月的一份文件中就首次暗示了这笔交易，当时披露公司达成了一项云服务协议，从2027年开始将带来超过300亿美元的年收入。一场高风险的“豪赌”这份将于2027年开始执行的合同，对OpenAI和甲骨文而言都是一场高风险的赌博。OpenAI是一家仍在亏损的初创公司，其在6月披露的年化收入约为100亿美元，这远低于其为该协议每年平均需要支付的600亿美元。这笔交易的成功，完全建立在ChatGPT能够持续其爆炸性增长，并被全球数十亿用户以及主要企业和政府广泛采用的假设之上。虽然OpenAI的增长非同寻常，但它也正面临日益增长的压力，包括昂贵的人才争夺战、与微软紧张的合作关系谈判，以及一项正在接受两个州监管机构审查的营利性重组。对于甲骨文来说，风险在于将未来的巨额收入押注在单一客户身上，并且公司可能需要通过借贷来购买支撑这些数据中心所需的大量AI芯片。OpenAI的算力困境OpenAI之所以寻求这笔大规模交易，根本原因在于其面临着严重的计算能力短缺，这一短缺正在阻碍其产品的推出和新AI模型的开发进程。多年来，OpenAI一直依赖其最大的支持者之一微软独家提供算力，但据报道，由于对供应短缺感到失望，该公司最近获得了寻找新供应商的豁免。为了解决算力瓶颈，OpenAI曾尝试与其支持者软银共同发起一个名为“星际之门”的新数据中心项目，但该项目起步缓慢。此后，OpenAI表示，“星际之门”是其所有数据中心业务的品牌，并将与甲骨文的这笔交易视为“星际之门”项目的一部分。这笔与甲骨文的协议，标志着OpenAI在确保其未来AI版图所需算力供应的道路上迈出了关键一步。","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477212830540624,"gmtCreate":1757529483900,"gmtModify":1757529485809,"author":{"id":"4192178964309222","authorId":"4192178964309222","name":"Kita1a","avatar":"https://static.tigerbbs.com/fea2dca54a41ef2c4de0672af615fa12","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192178964309222","authorIdStr":"4192178964309222"},"themes":[],"htmlText":"[你懂的]&nbsp; 真能吹！","listText":"[你懂的]&nbsp; 真能吹！","text":"[你懂的] 真能吹！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477212830540624","repostId":"2566989959","repostType":2,"repost":{"id":"2566989959","kind":"news","pubTimestamp":1757527899,"share":"https://www.laohu8.com/m/news/2566989959?lang=&edition=full","pubTime":"2025-09-11 02:11","market":"hk","language":"zh","title":"甲骨文与OpenAI签署3000亿美元计算协议，这份协议将需要4.5 GW","url":"https://stock-news.laohu8.com/highlight/detail?id=2566989959","media":"华尔街见闻","summary":"更多消息，持续更新中","content":"<html><body><p><a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>与OpenAI签署3000亿美元计算协议，这份协议将需要4.5 GW。</p><div>风险提示及免责条款</div>\n<div>\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          </div>\n</body></html>","source":"wallstreetcn_hot_news","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>甲骨文与OpenAI签署3000亿美元计算协议，这份协议将需要4.5 GW</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; 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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甲骨文与OpenAI签署3000亿美元计算协议，这份协议将需要4.5 GW\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-11 02:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3755353><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>甲骨文与OpenAI签署3000亿美元计算协议，这份协议将需要4.5 GW。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。</p>\n\n<a href=\"https://wallstreetcn.com/articles/3755353\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/d0/24/94/-1-2-.png","relate_stocks":{"LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU1489326972.SGD":"First Eagle Amundi International AHS-MD 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吹牛*呐4000亿订单，地球都你的了，毁灭吧，累了😔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477115643015400","isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476791315251768,"gmtCreate":1757425995071,"gmtModify":1757425997415,"author":{"id":"4192178964309222","authorId":"4192178964309222","name":"Kita1a","avatar":"https://static.tigerbbs.com/fea2dca54a41ef2c4de0672af615fa12","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192178964309222","authorIdStr":"4192178964309222"},"themes":[],"htmlText":"大摩反着买，别墅靠大海<a href=\"https://laohu8.com/S/01138\">$中远海能(01138)$ </a>&nbsp;","listText":"大摩反着买，别墅靠大海<a href=\"https://laohu8.com/S/01138\">$中远海能(01138)$ </a>&nbsp;","text":"大摩反着买，别墅靠大海$中远海能(01138)$","images":[{"img":"https://static.tigerbbs.com/6e128275bb132083cc5929c35101a96c"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476791315251768","repostId":"2566669812","repostType":2,"repost":{"id":"2566669812","kind":"news","pubTimestamp":1757399217,"share":"https://www.laohu8.com/m/news/2566669812?lang=&edition=full","pubTime":"2025-09-09 14:26","market":"fut","language":"zh","title":"大摩：重申对中远海能(01138)“增持”评级 料航运旺季将至","url":"https://stock-news.laohu8.com/highlight/detail?id=2566669812","media":"智通财经","summary":"智通财经APP获悉，摩根士丹利发布研报称，虽然全球经济增长及地缘政治局势仍存在许多不确定性，但认为原油运输市场仍存在潜在上行风险，包括第四季旺季将至、更多影子船队受到制裁、购买俄罗斯石油潜在次级制裁、稳步增长的石油产量或转化为运输需求，以及潜在增长的长途运输需求，相应地将中远海能(01138)及招商轮船(601872.SH)目标价从7.8港元及7.8元人民币，升至9.9港元及9.1元人民币，重申“增持”评级。报告指，超大型油轮(VLCC)运价市场在第四季的传统旺季来临前反弹，9月初突破6万美元，对比8月初仍在盈亏平衡点附近轻微波动，该行相信是由于供应紧张、装载量增加及市场积极情绪所推动。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发布研报称，虽然全球经济增长及地缘政治局势仍存在许多不确定性，但认为原油运输市场仍存在潜在上行风险，包括第四季旺季将至、更多影子船队受到制裁、购买俄罗斯石油潜在次级制裁、稳步增长的石油产量或转化为运输需求，以及潜在增长的长途运输需求，相应地将<a href=\"https://laohu8.com/S/600026\">中远海能</a>(01138)及<a href=\"https://laohu8.com/S/601872\">招商轮船</a>(601872.SH)目标价从7.8港元及7.8元人民币，升至9.9港元及9.1元人民币，重申“增持”评级。</p><p>报告指，超大型油轮(VLCC)运价市场在第四季的传统旺季来临前反弹，9月初突破6万美元，对比8月初仍在盈亏平衡点附近轻微波动，该行相信是由于供应紧张、装载量增加及市场积极情绪所推动。</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>大摩：重申对中远海能(01138)“增持”评级 料航运旺季将至</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大摩：重申对中远海能(01138)“增持”评级 料航运旺季将至\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-09 14:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1343021.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，摩根士丹利发布研报称，虽然全球经济增长及地缘政治局势仍存在许多不确定性，但认为原油运输市场仍存在潜在上行风险，包括第四季旺季将至、更多影子船队受到制裁、购买俄罗斯石油潜在次级制裁、稳步增长的石油产量或转化为运输需求，以及潜在增长的长途运输需求，相应地将中远海能(01138)及招商轮船(601872.SH)目标价从7.8港元及7.8元人民币，升至9.9港元及9.1元人民币，重申“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1343021.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600026":"中远海能","01138":"中远海能"},"source_url":"http://www.zhitongcaijing.com/content/detail/1343021.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566669812","content_text":"智通财经APP获悉，摩根士丹利发布研报称，虽然全球经济增长及地缘政治局势仍存在许多不确定性，但认为原油运输市场仍存在潜在上行风险，包括第四季旺季将至、更多影子船队受到制裁、购买俄罗斯石油潜在次级制裁、稳步增长的石油产量或转化为运输需求，以及潜在增长的长途运输需求，相应地将中远海能(01138)及招商轮船(601872.SH)目标价从7.8港元及7.8元人民币，升至9.9港元及9.1元人民币，重申“增持”评级。报告指，超大型油轮(VLCC)运价市场在第四季的传统旺季来临前反弹，9月初突破6万美元，对比8月初仍在盈亏平衡点附近轻微波动，该行相信是由于供应紧张、装载量增加及市场积极情绪所推动。","news_type":1,"symbols_score_info":{"600026":1,"01138":1}},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":476512843035032,"gmtCreate":1757339429629,"gmtModify":1757339431479,"author":{"id":"4192178964309222","authorId":"4192178964309222","name":"Kita1a","avatar":"https://static.tigerbbs.com/fea2dca54a41ef2c4de0672af615fa12","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192178964309222","authorIdStr":"4192178964309222"},"themes":[],"htmlText":"失望，你倒是画个饼啊，像耐克一样吹啊","listText":"失望，你倒是画个饼啊，像耐克一样吹啊","text":"失望，你倒是画个饼啊，像耐克一样吹啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476512843035032","repostId":"2565682530","repostType":2,"repost":{"id":"2565682530","kind":"highlight","pubTimestamp":1757337438,"share":"https://www.laohu8.com/m/news/2565682530?lang=&edition=full","pubTime":"2025-09-08 21:17","market":"us","language":"zh","title":"Lululemon(LULU.US)Q2电话会：未来新品将重点倾向于社交休闲方向","url":"https://stock-news.laohu8.com/highlight/detail?id=2565682530","media":"智通财经网","summary":"高管称，产品方面，公司团队聚焦三个重点领域：维持运动品类的增长势头，设计休闲社交类新品，以及为经典款注入新元素。","content":"<html><body><div> <p>智通财经APP获悉，近日，Lululemon(LULU.US)召开2025 年二季度财报电话会。公司二季度总收入25 亿美元，同比增长  7%(固定汇率下增长 6%)。可比销售额增长 1%。净利润3.71 亿美元，摊薄后每股收益(EPS)为 3.10 美元(包含 0.15 美元的股权激励  reversal 影响;若不包含，EPS 为 2.95 美元，超出指引区间 2.85-2.90 美元)。</p><p>财务指引上，公司预期全年收入108.5-110 亿美元，增长 2%-4%(剔除 53 周影响为 4%-6%)。三季度预期收入 24.7-25  亿美元，EPS 为 2.18-2.23 美元。资本开支下调至 7-7.2 亿美元，反映更谨慎的支出管理。</p><p>高管表示，公司二季度每股收益超预期，但收入低于指引，主要因北美市场表现疲软。面临行业结构性挑战：关税税率提升、de  minimis(低价值货物免税)政策取消、消费者支出更谨慎。美国市场核心问题：休闲服(Lounge &amp; Social)产品老化，消费者对经典款式(如  Scuba、Softstreme)反应疲软。</p><p>关税影响全年毛利率，预计下降 300 个基点，其中 220 个基点来自关税和 de minimis 取消。约 2/3  美国电商订单原通过加拿大发货享受免税，政策取消后带来显著利润压力。应对措施为战略调价、供应链优化、费用节约。</p><p>高管称，产品方面，公司团队聚焦三个重点领域：维持运动品类的增长势头，设计休闲社交类新品，以及为经典款注入新元素。下半年将推出 Loungeful 和 Big  Cozy 等新品，新款式占比将从当前的 23% 提升至明年春季的 35%。休闲类产品约占 40%，其中部分核心系列如 Scuba、Softstreme  等面临消费者审美疲劳，而运动类产品持续增长，因此需要调整休闲品类的创新节奏。</p><p><span>Q&amp;A 分析师问答</span></p><p>Q：我们想了解更多关于产品品类调整的计划。首先，下半年会有哪些具体措施?市场对明年上半年的期待较高，那么下半年的预期是什么?另外，休闲类产品在销售中占比多少?你们如何确定这部分需要调整?</p><p>A: 产品方面，我们团队聚焦三个重点领域：维持运动品类的增长势头，设计休闲社交类新品，以及为经典款注入新元素。下半年将推出 Loungeful 和 Big  Cozy 等新品，新款式占比将从当前的 23% 提升至明年春季的 35%。休闲类产品约占 40%，其中部分核心系列如 Scuba、Softstreme  等面临消费者审美疲劳，而运动类产品持续增长，因此需要调整休闲品类的创新节奏。</p><p>Q: 关于关税影响，目前价格调整的效果如何?近期关税上调是否改变了明年的定价策略?</p><p>A：我们对小部分产品实施了适度提价，目前效果符合预期，未来会继续将定价作为成本缓解的手段之一，但会谨慎评估消费者弹性，避免影响品牌定位。</p><p>Q：休闲类产品占比 40% 是否为<a href=\"https://laohu8.com/S/LI\">理想</a>比例?不同地区是否存在差异?为何休闲类产品出现疲态，而运动类产品表现更持久?</p><p>A：60% 运动类与 40%  休闲类的比例是历史基准，但会根据新品反馈动态调整。休闲类疲态主要因核心系列迭代不足，消费者更倾向选择创新款式;而运动类通过持续的材料创新和功能优化保持了吸引力。</p><p>Q：在休闲类 40% 的品类中，下滑的核心系列占比有多大?春季新品的创新规模何时能完全抵消现有休闲系列的压力?</p><p>A: 新品占比提升至 35% 后，将重点覆盖休闲社交类的创新需求，如 Daydrift、BeCalm 等新品已获积极反馈，加上 Big Cozy  等后续款式，预计 2026 年春季能有效改善品类结构。</p><p>Q：供应链方面，目前的 lead time 是多少?目标缩短到多少?如何推动供应链流程的变革?</p><p>A：通过与供应商提前锁定面料、优化生产排期，已缩短部分款式的 lead time 达两个月。未来将通过技术投入和流程再造进一步提升敏捷性，新上任的首席  AI 与技术官将推动数字化工具的应用。</p><p>Q：营销投入是否会增加以提升品牌热度?</p><p>A：营销费用将维持在营收的 5%，重点通过社区活动和精准营销触达高价值用户，目前品牌健康度和客群增长数据良好，无需额外增加预算。</p><p>Q：关税和最低免税额取消对毛利率的年度影响有多大?定价和促销策略如何平衡?</p><p>A：2025 年关税相关影响约 220 个基点，其中最低免税额取消占 170  个基点。定价措施将覆盖约一半的成本压力，同时通过季节性清仓消化库存，但不会改变长期定价策略。</p><p>Q：关税应对措施是否仅针对美国市场?</p><p>A：目前定价调整主要在北美市场，国际市场将根据当地情况逐步评估。</p><p>Q：库存管理在 2026 年调整前有哪些应对措施?最低免税额取消对电商业务的具体影响如何?</p><p>A：通过加快新品迭代和灵活补货机制调整库存，部分款式的追单周期已缩短。约三分之二的美国电商订单通过加拿大仓库发货，原享受最低免税额优惠，取消后将增加关税成本，未来将优化仓储布局以缓解影响。</p><p>Q：美国和中国市场的最新流量趋势如何?为何下调全年预期?</p><p>A：美国市场 5 月表现较强，7  月有所放缓，电商和门店流量均有下降;中国市场增速在预期范围内，但一线城市受宏观影响略有压力。下调预期主要因北美复苏慢于预期及关税成本超预期。</p><p>Q：加拿大市场是否出现类似美国的疲软趋势?中国市场的门店盈利能力如何?新品占比提升是否会增加 markdown 压力?</p><p>A：加拿大市场受宏观影响出现消费谨慎迹象，但调整措施将同步惠及该市场。中国门店盈利能力随规模扩张逐步提升，电商贡献主要增长。新品推广将通过精准营销控制折扣率，避免过度  markdown。</p><p>Q：电商增速超过门店，是否反映消费者购物习惯变化?还是清仓活动的影响?</p><p>A：部分因季节性清仓活动集中在电商渠道，同时消费者行为也存在线上购物偏好提升的趋势，电商转化率有所改善。</p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","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>Lululemon(LULU.US)Q2电话会：未来新品将重点倾向于社交休闲方向</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; 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class=\"title\">\nLululemon(LULU.US)Q2电话会：未来新品将重点倾向于社交休闲方向\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-08 21:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1342810.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，近日，Lululemon(LULU.US)召开2025 年二季度财报电话会。公司二季度总收入25 亿美元，同比增长  7%(固定汇率下增长 6%)。可比销售额增长 1%。净利润3.71 亿美元，摊薄后每股收益(EPS)为 3.10 美元(包含 0.15 美元的股权激励  reversal 影响;若不包含，EPS 为 2.95 美元，超出指引区间 2.85-2.90 美元)。财务...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1342810.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20250908/20250908212018_39939.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"BK4585":"ETF&股票定投概念","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LULU":"lululemon athletica","LU0823411888.USD":"法巴消费创新基金 Cap","BK4588":"碎股","BK4202":"服装、服饰与奢侈品","BK4504":"桥水持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/1342810.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2565682530","content_text":"智通财经APP获悉，近日，Lululemon(LULU.US)召开2025 年二季度财报电话会。公司二季度总收入25 亿美元，同比增长  7%(固定汇率下增长 6%)。可比销售额增长 1%。净利润3.71 亿美元，摊薄后每股收益(EPS)为 3.10 美元(包含 0.15 美元的股权激励  reversal 影响;若不包含，EPS 为 2.95 美元，超出指引区间 2.85-2.90 美元)。财务指引上，公司预期全年收入108.5-110 亿美元，增长 2%-4%(剔除 53 周影响为 4%-6%)。三季度预期收入 24.7-25  亿美元，EPS 为 2.18-2.23 美元。资本开支下调至 7-7.2 亿美元，反映更谨慎的支出管理。高管表示，公司二季度每股收益超预期，但收入低于指引，主要因北美市场表现疲软。面临行业结构性挑战：关税税率提升、de  minimis(低价值货物免税)政策取消、消费者支出更谨慎。美国市场核心问题：休闲服(Lounge & Social)产品老化，消费者对经典款式(如  Scuba、Softstreme)反应疲软。关税影响全年毛利率，预计下降 300 个基点，其中 220 个基点来自关税和 de minimis 取消。约 2/3  美国电商订单原通过加拿大发货享受免税，政策取消后带来显著利润压力。应对措施为战略调价、供应链优化、费用节约。高管称，产品方面，公司团队聚焦三个重点领域：维持运动品类的增长势头，设计休闲社交类新品，以及为经典款注入新元素。下半年将推出 Loungeful 和 Big  Cozy 等新品，新款式占比将从当前的 23% 提升至明年春季的 35%。休闲类产品约占 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5%，重点通过社区活动和精准营销触达高价值用户，目前品牌健康度和客群增长数据良好，无需额外增加预算。Q：关税和最低免税额取消对毛利率的年度影响有多大?定价和促销策略如何平衡?A：2025 年关税相关影响约 220 个基点，其中最低免税额取消占 170  个基点。定价措施将覆盖约一半的成本压力，同时通过季节性清仓消化库存，但不会改变长期定价策略。Q：关税应对措施是否仅针对美国市场?A：目前定价调整主要在北美市场，国际市场将根据当地情况逐步评估。Q：库存管理在 2026 年调整前有哪些应对措施?最低免税额取消对电商业务的具体影响如何?A：通过加快新品迭代和灵活补货机制调整库存，部分款式的追单周期已缩短。约三分之二的美国电商订单通过加拿大仓库发货，原享受最低免税额优惠，取消后将增加关税成本，未来将优化仓储布局以缓解影响。Q：美国和中国市场的最新流量趋势如何?为何下调全年预期?A：美国市场 5 月表现较强，7  月有所放缓，电商和门店流量均有下降;中国市场增速在预期范围内，但一线城市受宏观影响略有压力。下调预期主要因北美复苏慢于预期及关税成本超预期。Q：加拿大市场是否出现类似美国的疲软趋势?中国市场的门店盈利能力如何?新品占比提升是否会增加 markdown 压力?A：加拿大市场受宏观影响出现消费谨慎迹象，但调整措施将同步惠及该市场。中国门店盈利能力随规模扩张逐步提升，电商贡献主要增长。新品推广将通过精准营销控制折扣率，避免过度  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耐心持有","images":[{"img":"https://static.tigerbbs.com/b433b903bc51c61cd649924451323e64","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430505398132824","isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":479207016043208,"gmtCreate":1758029410383,"gmtModify":1758029418671,"author":{"id":"4192178964309222","authorId":"4192178964309222","name":"Kita1a","avatar":"https://static.tigerbbs.com/fea2dca54a41ef2c4de0672af615fa12","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192178964309222","authorIdStr":"4192178964309222"},"themes":[],"htmlText":"股价什么时候可以冲一冲[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;","listText":"股价什么时候可以冲一冲[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;","text":"股价什么时候可以冲一冲[吃瓜] [吃瓜] [吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479207016043208","repostId":"2567798601","repostType":2,"repost":{"id":"2567798601","kind":"news","pubTimestamp":1758002471,"share":"https://www.laohu8.com/m/news/2567798601?lang=&edition=full","pubTime":"2025-09-16 14:01","market":"us","language":"zh","title":"飞鹤(06186)获中国质量领域最高荣誉，为奶粉行业树立品质新标杆","url":"https://stock-news.laohu8.com/highlight/detail?id=2567798601","media":"智通财经","summary":"9月16日，第五届中国质量奖获奖名单正式公布，中国飞鹤乳业凭借“产业链、创新链双链融合智能制造质量管理模式”荣获第五届中国质量奖提名奖，成为婴幼儿奶粉行业中唯一获此殊荣的企业。63年安全生产0事故，成就质量领域最高荣誉质量是兴国之道、强国之策。中国质量奖是经中央批准设立、由国家市场监督管理总局主办的政府在质量管理领域的最高荣誉，代表了中国质量管理的顶尖水准。","content":"<html><body><p>9月16日，第五届中国质量奖获奖名单正式公布，<a href=\"https://laohu8.com/S/06186\">中国飞鹤</a>乳业凭借“产业链、创新链双链融合智能制造质量管理模式”荣获第五届中国质量奖提名奖，成为婴幼儿奶粉行业中唯一获此殊荣的企业。这一荣誉不仅是对飞鹤63年来坚守质量初心的高度认可，更是中国乳业质量管理水平迈向新台阶的重要标志。</p><p>此次获得中国质量奖提名奖，既是对飞鹤长期坚持高质量发展路线的充分肯定，更是对中国乳业质量提升成果的重要见证。业内专家认为，飞鹤的创新质量管理模式不仅为乳制品行业树立了标杆，其“双链融合”的理念和实践对推动中国制造业高质量发展也具有重要借鉴意义。</p><p><img src=\"https://img.zhitongcaijing.com/image/20250916/1758002248149333.jpg?x-oss-process=image/format,jpg/quality,q_40\" title=\"1758002248149333.jpg\"/></p><p>（飞鹤荣获第五届中国质量奖提名奖）</p><p><strong>63年安全生产0事故，成就质量领域最高荣誉</strong></p><p>质量是兴国之道、强国之策。中国质量奖是经中央批准设立、由国家市场监督管理总局主办的政府在质量管理领域的最高荣誉，代表了中国质量管理的顶尖水准。该奖项旨在表彰在质量管理模式、方法和管理制度领域取得重大创新成就的组织和个人。自2013年至今已举办五届，往届获奖企业包括中国<a href=\"https://laohu8.com/S/000901\">航天科技</a>集团、<a href=\"https://laohu8.com/S/00390\">中铁</a>工程装备集团、<a href=\"https://laohu8.com/S/000333\">美的集团</a>、华为、<a href=\"https://laohu8.com/S/000651\">格力电器</a>、上海<a href=\"https://laohu8.com/S/600320\">振华重工</a>等行业巨头。</p><p>在本届评选中，飞鹤与成飞、哈飞、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/000800\">一汽解放</a>等<a href=\"https://laohu8.com/S/00031\">航天</a>军工、新能源、重工业领域的“大国重器”企业共同入选提名奖名单，充分彰显了其质量管理体系已达到国家顶尖水准。特别值得一提的是，飞鹤是本届中国质量奖获奖企业中唯一的奶粉企业，在乳业高质量发展、以科技创新角逐全球市场的当下，这也标志着中国乳业在质量管理领域实现了历史性突破。</p><p><img src=\"https://img.zhitongcaijing.com/image/20250916/1758002337767598.jpg?x-oss-process=image/format,jpg/quality,q_40\" title=\"1758002337767598.jpg\"/></p><p>（中国飞鹤在第五届中国质量奖颁奖现场）</p><p>在这一荣誉的背后，承载着飞鹤守护中国宝宝口粮安全的重要使命。作为婴幼儿奶粉企业，飞鹤深知每一罐奶粉都关系着下一代的健康成长，始终将产品质量视为企业的生命线。</p><p>自1962年成立以来，飞鹤始终坚持“质量不给任何事情让路”的核心原则，践行“三不让”质量承诺——质量不给成本让路、质量不给产量让路、质量不给权力让路，创造了63年安全生产0事故纪录。</p><p>自2006年起，飞鹤在<a href=\"https://laohu8.com/S/002148\">北纬</a>47°黄金奶源带打造了集牧草种植、饲料加工、规模化养殖、生产加工、物流仓储于一体的产业集群，实现从源头到终端全程自主管控，为确保产品质量安全提供了坚实保障。</p><p><img src=\"https://img.zhitongcaijing.com/image/20250916/1758002375661367.png?x-oss-process=image/format,jpg/quality,q_40\" title=\"1758002375661367.png\"/></p><p>（飞鹤自有牧场）</p><p>在奶源安全方面，飞鹤专属牧场生牛乳菌落指数优于欧盟标准20倍，高于国标400倍，从源头确保了产品品质。而飞鹤的“2小时生态圈”更是体现了企业对产品品质的极致追求。其首创鲜奶挤出后迅速降温至0-4℃，并通过全封闭冷链运输在2小时内送达工厂加工，最大限度保留鲜奶中的活性营养成分。</p><p><strong>牵头“十四五”成立母乳研究国家队，铸就飞鹤质量护城河</strong></p><p>作为中国乳业领军企业，飞鹤创新构建“产业链、创新链双链融合智能制造质量管理模式”，通过全产业链布局与科技创新深度融合，建立了行业领先的质量管理体系。其优势不仅体现在飞鹤首创的“农牧工”一体化全产业链模式上，更是贯穿了研发工艺、质量管控、智能制造、服务体验的全流程，为乳业和食品行业的高质量发展树立了标杆，引领行业质量升级和协同提升。</p><p>为了打造更适合中国宝宝体质的奶粉，飞鹤深耕中国母乳研究领域，取得了一系列突破性成果。作为“十四五”国家重点研发计划项目的牵头单位，飞鹤与合作高校、机构已采集全国10个饮食文化区的母乳样本，<a href=\"https://laohu8.com/S/01630\">建成</a>国内最大的母婴健康队列，建立国内首个HMOs全谱系结构数据库，开发首个自主母乳智算引擎，深入研究中国母乳成分含量及变化规律，为创新更适合中国宝宝的新一代婴配粉奠定坚实基础，推动我国婴配粉产业自主创新能力跻身国际前列。</p><p>据介绍，飞鹤的部分母乳研究成果已应用于系列产品，如飞鹤的星飞帆、星飞帆卓睿等全线婴幼儿奶粉均创新性采用1:1.7黄金比例的DHA：ARA配比，卓睿配方中高活性N-糖含量达到母乳水平等，均得益于企业深入的科研探索。</p><p><img src=\"https://img.zhitongcaijing.com/image/20250916/1758002646934083.png?x-oss-process=image/format,jpg/quality,q_40\" title=\"1758002646934083.png\"/></p><p>（飞鹤数智化生产线）</p><p>在持续推进科技创新的同时，飞鹤建立了一套严苛的质量保障体系。生产端，严格执行制药级10万级洁净车间标准，车间洁净度与医院ICU重症监护室相当。检测端，行业首创流式细胞术，30秒内即可完成设备清洁度检测，相比传统方法用时2-3天，大幅提升检测效率和准确性；创新性引入AIB国际食品安全预防控制标准审核，通过飞行检查，确保质量标准落实。目前，飞鹤已建立1322项质量管理制度，覆盖农牧管理、研发技术、实验室管理等全流程，实施24小时全程检测，覆盖25道检测程序、411项次检测。</p><p>AI应用进一步筑牢企业质量基石。作为“首批AI乳企”，飞鹤通过构建数智化生产管理体系，实现智能制造升级。其自主研发的AI智瞳系统，在国际上首次实现对奶粉生产全过程的毫秒级在线监控，推动乳制品检测模式从抽样检查向全时监控转变。数智化赋能也大幅提升了飞鹤的供应链效率，整体供应链效率提升40%，确保产品在28天内新鲜直达消费者手中。</p><p><strong>创新新一代鲜活营养，领导地位获市场与业界双重认可</strong></p><p>这份对质量的坚守，也让飞鹤赢得了消费者的青睐，持续夯实市场领军地位。据弗若斯特沙利文统计，飞鹤已连续六年蝉联中国婴配粉市场销量第一，连续四年位居全球婴配粉销量榜首。2025年上半年，飞鹤婴配粉全渠道市场份额及销量继续稳居市场第一。在品牌影响力方面，权威调研机构数据显示，2025年第二季度，飞鹤品牌认知度高达99%，稳居用户心智首位。</p><p><img src=\"https://img.zhitongcaijing.com/image/20250916/1758002530507455.png?x-oss-process=image/format,jpg/quality,q_60\" title=\"1758002530507455.png\"/></p><p>（飞鹤连续六年蝉联中国婴配粉市场销量第一，连续四年位居全球婴配粉销量榜首）</p><p>在获得市场认可的同时，飞鹤的产品质量也赢得了国内外权威机构的高度肯定。除了连续八年斩获“世界食品品质评鉴大会金奖”、三次获得被誉为制造业“诺贝尔奖”的全球卓越制造大奖TPM奖外，飞鹤还荣获“人民匠心奖”和“国家技术创新示范企业”称号、入选“品牌强国工程”，并获得“ROI-EFESO工业4.0中国奖”等多项重要荣誉。</p><p>高质量发展少不了科技创新的驱动，聚焦“鲜活营养”，飞鹤以2小时生态圈为鲜活基底，以中国母乳为产品研发的黄金标准，构建起“科研驱动、产品应用、实证升级”的产业闭环，实现从黄金奶源到中国宝宝奶瓶的鲜活营养直达。</p><p>依托“新一代鲜活营养”核心技术创新，飞鹤打破传统技术路线，直接从北纬47°产出的优质鲜奶中低温萃取目标活性营养成分，让奶粉最大程度保留生鲜奶中的天然活性营养，让宝宝吸收更轻松。飞鹤联合多家知名高校、机构合作的研究报告显示，星飞帆卓睿已取得2倍营养活性、6.4倍好吸收、3.9倍促大脑神经元发育等多项实证。飞鹤“新一代鲜活营养”的研发与产业实践成果，涵盖新鲜奶源、鲜活科技、鲜活营养产品及科学实证全链条，为行业高质量发展提供经验。</p><p><img src=\"https://img.zhitongcaijing.com/image/20250916/1758002571171623.png?x-oss-process=image/format,jpg/quality,q_60\" title=\"1758002571171623.png\"/></p><p>（飞鹤星飞帆卓睿鲜活营养效果实证）</p><p>面向未来，飞鹤将继续秉持质量初心，以科技创新为驱动，不断完善和升级质量管理体系，引领行业高质量发展，为消费者提供更优质的产品和服务，助力中国乳业迈向世界领先水平，为实施质量强国战略贡献飞鹤力量。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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飞鹤(06186)获中国质量领域最高荣誉，为奶粉行业树立品质新标杆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-16 14:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1345700.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月16日，第五届中国质量奖获奖名单正式公布，中国飞鹤乳业凭借“产业链、创新链双链融合智能制造质量管理模式”荣获第五届中国质量奖提名奖，成为婴幼儿奶粉行业中唯一获此殊荣的企业。这一荣誉不仅是对飞鹤63年来坚守质量初心的高度认可，更是中国乳业质量管理水平迈向新台阶的重要标志。此次获得中国质量奖提名奖，既是对飞鹤长期坚持高质量发展路线的充分肯定，更是对中国乳业质量提升成果的重要见证。业内专家认为，飞鹤...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1345700.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1500":"做空集合股","BK1237":"包装食品与肉类","06186":"中国飞鹤","BK1553":"奶制品股","BK1597":"三胎概念","BK1589":"北水核心资产"},"source_url":"http://www.zhitongcaijing.com/content/detail/1345700.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2567798601","content_text":"9月16日，第五届中国质量奖获奖名单正式公布，中国飞鹤乳业凭借“产业链、创新链双链融合智能制造质量管理模式”荣获第五届中国质量奖提名奖，成为婴幼儿奶粉行业中唯一获此殊荣的企业。这一荣誉不仅是对飞鹤63年来坚守质量初心的高度认可，更是中国乳业质量管理水平迈向新台阶的重要标志。此次获得中国质量奖提名奖，既是对飞鹤长期坚持高质量发展路线的充分肯定，更是对中国乳业质量提升成果的重要见证。业内专家认为，飞鹤的创新质量管理模式不仅为乳制品行业树立了标杆，其“双链融合”的理念和实践对推动中国制造业高质量发展也具有重要借鉴意义。（飞鹤荣获第五届中国质量奖提名奖）63年安全生产0事故，成就质量领域最高荣誉质量是兴国之道、强国之策。中国质量奖是经中央批准设立、由国家市场监督管理总局主办的政府在质量管理领域的最高荣誉，代表了中国质量管理的顶尖水准。该奖项旨在表彰在质量管理模式、方法和管理制度领域取得重大创新成就的组织和个人。自2013年至今已举办五届，往届获奖企业包括中国航天科技集团、中铁工程装备集团、美的集团、华为、格力电器、上海振华重工等行业巨头。在本届评选中，飞鹤与成飞、哈飞、宁德时代、一汽解放等航天军工、新能源、重工业领域的“大国重器”企业共同入选提名奖名单，充分彰显了其质量管理体系已达到国家顶尖水准。特别值得一提的是，飞鹤是本届中国质量奖获奖企业中唯一的奶粉企业，在乳业高质量发展、以科技创新角逐全球市场的当下，这也标志着中国乳业在质量管理领域实现了历史性突破。（中国飞鹤在第五届中国质量奖颁奖现场）在这一荣誉的背后，承载着飞鹤守护中国宝宝口粮安全的重要使命。作为婴幼儿奶粉企业，飞鹤深知每一罐奶粉都关系着下一代的健康成长，始终将产品质量视为企业的生命线。自1962年成立以来，飞鹤始终坚持“质量不给任何事情让路”的核心原则，践行“三不让”质量承诺——质量不给成本让路、质量不给产量让路、质量不给权力让路，创造了63年安全生产0事故纪录。自2006年起，飞鹤在北纬47°黄金奶源带打造了集牧草种植、饲料加工、规模化养殖、生产加工、物流仓储于一体的产业集群，实现从源头到终端全程自主管控，为确保产品质量安全提供了坚实保障。（飞鹤自有牧场）在奶源安全方面，飞鹤专属牧场生牛乳菌落指数优于欧盟标准20倍，高于国标400倍，从源头确保了产品品质。而飞鹤的“2小时生态圈”更是体现了企业对产品品质的极致追求。其首创鲜奶挤出后迅速降温至0-4℃，并通过全封闭冷链运输在2小时内送达工厂加工，最大限度保留鲜奶中的活性营养成分。牵头“十四五”成立母乳研究国家队，铸就飞鹤质量护城河作为中国乳业领军企业，飞鹤创新构建“产业链、创新链双链融合智能制造质量管理模式”，通过全产业链布局与科技创新深度融合，建立了行业领先的质量管理体系。其优势不仅体现在飞鹤首创的“农牧工”一体化全产业链模式上，更是贯穿了研发工艺、质量管控、智能制造、服务体验的全流程，为乳业和食品行业的高质量发展树立了标杆，引领行业质量升级和协同提升。为了打造更适合中国宝宝体质的奶粉，飞鹤深耕中国母乳研究领域，取得了一系列突破性成果。作为“十四五”国家重点研发计划项目的牵头单位，飞鹤与合作高校、机构已采集全国10个饮食文化区的母乳样本，建成国内最大的母婴健康队列，建立国内首个HMOs全谱系结构数据库，开发首个自主母乳智算引擎，深入研究中国母乳成分含量及变化规律，为创新更适合中国宝宝的新一代婴配粉奠定坚实基础，推动我国婴配粉产业自主创新能力跻身国际前列。据介绍，飞鹤的部分母乳研究成果已应用于系列产品，如飞鹤的星飞帆、星飞帆卓睿等全线婴幼儿奶粉均创新性采用1:1.7黄金比例的DHA：ARA配比，卓睿配方中高活性N-糖含量达到母乳水平等，均得益于企业深入的科研探索。（飞鹤数智化生产线）在持续推进科技创新的同时，飞鹤建立了一套严苛的质量保障体系。生产端，严格执行制药级10万级洁净车间标准，车间洁净度与医院ICU重症监护室相当。检测端，行业首创流式细胞术，30秒内即可完成设备清洁度检测，相比传统方法用时2-3天，大幅提升检测效率和准确性；创新性引入AIB国际食品安全预防控制标准审核，通过飞行检查，确保质量标准落实。目前，飞鹤已建立1322项质量管理制度，覆盖农牧管理、研发技术、实验室管理等全流程，实施24小时全程检测，覆盖25道检测程序、411项次检测。AI应用进一步筑牢企业质量基石。作为“首批AI乳企”，飞鹤通过构建数智化生产管理体系，实现智能制造升级。其自主研发的AI智瞳系统，在国际上首次实现对奶粉生产全过程的毫秒级在线监控，推动乳制品检测模式从抽样检查向全时监控转变。数智化赋能也大幅提升了飞鹤的供应链效率，整体供应链效率提升40%，确保产品在28天内新鲜直达消费者手中。创新新一代鲜活营养，领导地位获市场与业界双重认可这份对质量的坚守，也让飞鹤赢得了消费者的青睐，持续夯实市场领军地位。据弗若斯特沙利文统计，飞鹤已连续六年蝉联中国婴配粉市场销量第一，连续四年位居全球婴配粉销量榜首。2025年上半年，飞鹤婴配粉全渠道市场份额及销量继续稳居市场第一。在品牌影响力方面，权威调研机构数据显示，2025年第二季度，飞鹤品牌认知度高达99%，稳居用户心智首位。（飞鹤连续六年蝉联中国婴配粉市场销量第一，连续四年位居全球婴配粉销量榜首）在获得市场认可的同时，飞鹤的产品质量也赢得了国内外权威机构的高度肯定。除了连续八年斩获“世界食品品质评鉴大会金奖”、三次获得被誉为制造业“诺贝尔奖”的全球卓越制造大奖TPM奖外，飞鹤还荣获“人民匠心奖”和“国家技术创新示范企业”称号、入选“品牌强国工程”，并获得“ROI-EFESO工业4.0中国奖”等多项重要荣誉。高质量发展少不了科技创新的驱动，聚焦“鲜活营养”，飞鹤以2小时生态圈为鲜活基底，以中国母乳为产品研发的黄金标准，构建起“科研驱动、产品应用、实证升级”的产业闭环，实现从黄金奶源到中国宝宝奶瓶的鲜活营养直达。依托“新一代鲜活营养”核心技术创新，飞鹤打破传统技术路线，直接从北纬47°产出的优质鲜奶中低温萃取目标活性营养成分，让奶粉最大程度保留生鲜奶中的天然活性营养，让宝宝吸收更轻松。飞鹤联合多家知名高校、机构合作的研究报告显示，星飞帆卓睿已取得2倍营养活性、6.4倍好吸收、3.9倍促大脑神经元发育等多项实证。飞鹤“新一代鲜活营养”的研发与产业实践成果，涵盖新鲜奶源、鲜活科技、鲜活营养产品及科学实证全链条，为行业高质量发展提供经验。（飞鹤星飞帆卓睿鲜活营养效果实证）面向未来，飞鹤将继续秉持质量初心，以科技创新为驱动，不断完善和升级质量管理体系，引领行业高质量发展，为消费者提供更优质的产品和服务，助力中国乳业迈向世界领先水平，为实施质量强国战略贡献飞鹤力量。","news_type":1,"symbols_score_info":{"06186":1.5}},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478994883420544,"gmtCreate":1757960865131,"gmtModify":1757960867551,"author":{"id":"4192178964309222","authorId":"4192178964309222","name":"Kita1a","avatar":"https://static.tigerbbs.com/fea2dca54a41ef2c4de0672af615fa12","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192178964309222","authorIdStr":"4192178964309222"},"themes":[],"htmlText":"<a 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href=http://www.zhitongcaijing.com/content/detail/1343021.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，摩根士丹利发布研报称，虽然全球经济增长及地缘政治局势仍存在许多不确定性，但认为原油运输市场仍存在潜在上行风险，包括第四季旺季将至、更多影子船队受到制裁、购买俄罗斯石油潜在次级制裁、稳步增长的石油产量或转化为运输需求，以及潜在增长的长途运输需求，相应地将中远海能(01138)及招商轮船(601872.SH)目标价从7.8港元及7.8元人民币，升至9.9港元及9.1元人民币，重申“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1343021.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600026":"中远海能","01138":"中远海能"},"source_url":"http://www.zhitongcaijing.com/content/detail/1343021.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566669812","content_text":"智通财经APP获悉，摩根士丹利发布研报称，虽然全球经济增长及地缘政治局势仍存在许多不确定性，但认为原油运输市场仍存在潜在上行风险，包括第四季旺季将至、更多影子船队受到制裁、购买俄罗斯石油潜在次级制裁、稳步增长的石油产量或转化为运输需求，以及潜在增长的长途运输需求，相应地将中远海能(01138)及招商轮船(601872.SH)目标价从7.8港元及7.8元人民币，升至9.9港元及9.1元人民币，重申“增持”评级。报告指，超大型油轮(VLCC)运价市场在第四季的传统旺季来临前反弹，9月初突破6万美元，对比8月初仍在盈亏平衡点附近轻微波动，该行相信是由于供应紧张、装载量增加及市场积极情绪所推动。","news_type":1,"symbols_score_info":{"600026":1,"01138":1}},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":475496976265280,"gmtCreate":1757091858349,"gmtModify":1757091860628,"author":{"id":"4192178964309222","authorId":"4192178964309222","name":"Kita1a","avatar":"https://static.tigerbbs.com/fea2dca54a41ef2c4de0672af615fa12","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192178964309222","authorIdStr":"4192178964309222"},"themes":[],"htmlText":"<a 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