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后厂男孩

后厂男孩

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0勋章

01-13 21:28

这个价格个配置，国内没有竞争力

市场消息：“廉价版”Model Y、Model 3将在国内开售，先上3，后上Y

2025-08-29

$极智嘉-W(02590)$

2025-08-22

$极智嘉-W(02590)$ $极智嘉-W(02590)$

2025-08-20

$天岳先进(02631)$ $天岳先进(02631)$ 跑了

2025-08-14

$Bullish(BLSH)$ $Bullish(BLSH)$

2025-08-11

肯定打啊，药已经批了人源长效GLP-1 才85亿多便宜啊。诺和诺德几万亿了。影响力很大

2025-08-09

有区别

2025-07-30

熬不动了

2025-07-03

我预测蓝思科技(06613)暗盘收盘价较发行价涨幅为11% 。我的交易策略是暗盘套利，打算在暗盘时密切关注股价走势，若涨幅达到预期收益就及时抛售获利，期待能在这次打新中收获满满。

2025-06-30

起飞了

抱歉，原内容已删除

2025-06-26

$小米集团ADR(XIACY)$

$小米集团ADR(XIACY)$ 跑了

2025-06-26

$小米集团ADR(XIACY)$ 必须飞起，订单分分钟破100万

2025-06-24

$三花智控(02050)$ 起飞🛫

2025-06-24

起飞🛫

三花智控涨超8%！制冷汽零实现优异增长，机器人布局稳步推进

2025-06-19

$海天味业(03288)$ 年轻人大部分996吃外卖谁还买酱油做饭。

2025-06-14

一定是研发实力强有核心技术和护城河的科技公司，排除AI类这种容易技术爆炸弯道超车的，我推测三个方向：1算力基础 2可控核聚变 3 常温超目前23短时间比较难有大的突破，1的代表英伟达还是最有潜力十倍股的 @美港股观察社

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href=\"https://news.mydrivers.com/1/1098/1098175.htm\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5897e847f82308d442c8840eb5adeaa","relate_stocks":{},"source_url":"https://news.mydrivers.com/1/1098/1098175.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603500334","content_text":"对于国内厂商而言，这注定是一个不好的消息：廉价版特斯拉Model Y已经出现在特斯拉官网上了（现已更改相关页面）。而有业内人士咨询特斯拉方面后得知，除了廉价Model Y，廉价Model 3也要在国内开售了，而且是先上3，后上Y。之所以说这是不好的消息，因为这两款车的价格相较于标准版定然要降低不少，国产后大概率将杀入20万以内的市场，而特斯拉的号召力在国内可谓独一档，随着这两款车的到来，自主品牌市场怕是要丢失更多蛋糕。据悉，廉价版较标准车型取消或简化了20余项配置，如取消车头贯穿灯带、后视镜调节方式由电动改为手动、车窗取消双层夹胶玻璃、座椅不再支持电动调节，标配LCC，但没有车道居中，同时动力和续航也被砍了一些。由此可以看出，特斯拉未来几年的产品策略，便是在现有产品的基础上做简化开发，利用长久积累的品牌声誉，向更低价市场寻求销量突破。可能会有人质疑，砍去这么多的配置，廉价版的特斯拉Model Y和3真的能被中国消费者相中吗？还是看数据吧，在2025年12月份Model Y狂卖65874辆，成为了乘用车全品类销冠，Model 3也有将近2.8万的销量，排在第八名。要知道它们相较于自主品牌，尤其是新势力竞争对手其实在配置上并不占优，然而依旧有如此多的国人选择购买，所以即便是廉价版砍了非常多，只要它还是挂着特斯拉的标，销量绝对有保证。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472772078437096,"gmtCreate":1756454364187,"gmtModify":1756454392693,"author":{"id":"4200725761865692","authorId":"4200725761865692","name":"后厂男孩","avatar":"https://static.tigerbbs.com/1fd94ae8055043e68ac7ad4184e90197","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4200725761865692","authorIdStr":"4200725761865692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ </a>","listText":"<a href=\"https://laohu8.com/S/02590\">$极智嘉-W(02590)$ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n三花智控涨超8%！制冷汽零实现优异增长，机器人布局稳步推进\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\">2025-06-24 14:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月24日，<a href=\"https://laohu8.com/S/02050\">三花智控</a>H股上市次日涨超8%！制冷汽零实现优异增长，机器人布局稳步推进。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae68d4ca7287399a8388c3d63876a3c8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/603162\">海通</a>国际认为，公司自身业绩端始终维持良好增长态势，24年全年及25Q1在制冷及汽零板块均实现优异增长。25Q1公司整体实现营收76.7亿元，同比增长19%，实现归母净利润9.0亿元，同比增长39.5%。该行认为2025年期间，公司作为零部件上游龙头企业，制冷板块将有效受益于国补政策带动下的空调等消费需求的提振。汽车零部件方面，25年在手订单情况充裕，全年增长确定强。</p><p style=\"text-align: justify;\">该行还指出，长期来看，公司以热泵变频控制技术及热管理系统产品为核心，在制冷元器件以及汽车热管理零部件方面有望保持全球领先水平。本次公司港股IPO的成功募集，将有助于公司继续推进产能的全球化布局以及扩充，有效推进仿生机器人机电执行器的产品研发及生产制造，从而推进人形机器人的业务布局。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"02050":"三花智控"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184351439","content_text":"6月24日，三花智控H股上市次日涨超8%！制冷汽零实现优异增长，机器人布局稳步推进。海通国际认为，公司自身业绩端始终维持良好增长态势，24年全年及25Q1在制冷及汽零板块均实现优异增长。25Q1公司整体实现营收76.7亿元，同比增长19%，实现归母净利润9.0亿元，同比增长39.5%。该行认为2025年期间，公司作为零部件上游龙头企业，制冷板块将有效受益于国补政策带动下的空调等消费需求的提振。汽车零部件方面，25年在手订单情况充裕，全年增长确定强。该行还指出，长期来看，公司以热泵变频控制技术及热管理系统产品为核心，在制冷元器件以及汽车热管理零部件方面有望保持全球领先水平。本次公司港股IPO的成功募集，将有助于公司继续推进产能的全球化布局以及扩充，有效推进仿生机器人机电执行器的产品研发及生产制造，从而推进人形机器人的业务布局。","news_type":1,"symbols_score_info":{"02050":1.1}},"isVote":1,"tweetType":1,"viewCount":4196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447519627858144,"gmtCreate":1750295872889,"gmtModify":1750296330715,"author":{"id":"4200725761865692","authorId":"4200725761865692","name":"后厂男孩","avatar":"https://static.tigerbbs.com/1fd94ae8055043e68ac7ad4184e90197","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4200725761865692","authorIdStr":"4200725761865692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03288\">$海天味业(03288)$ </a> 年轻人大部分996吃外卖谁还买酱油做饭。","listText":"<a href=\"https://laohu8.com/S/03288\">$海天味业(03288)$ </a> 年轻人大部分996吃外卖谁还买酱油做饭。","text":"$海天味业(03288)$ 年轻人大部分996吃外卖谁还买酱油做饭。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/447519627858144","isVote":1,"tweetType":1,"viewCount":7371,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572308881608547","authorId":"3572308881608547","name":"Felix8284","avatar":"https://static.tigerbbs.com/0404edd7d40af76e8a61b7333bee9eb0","crmLevel":5,"crmLevelSwitch":0,"idStr":"3572308881608547","authorIdStr":"3572308881608547"},"content":"年轻人只是不做饭不是不吃饭，做饭还是要酱油的，当然用不用海天就不好说了","text":"年轻人只是不做饭不是不吃饭，做饭还是要酱油的，当然用不用海天就不好说了","html":"年轻人只是不做饭不是不吃饭，做饭还是要酱油的，当然用不用海天就不好说了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445879585337672,"gmtCreate":1749863302517,"gmtModify":1749864741344,"author":{"id":"4200725761865692","authorId":"4200725761865692","name":"后厂男孩","avatar":"https://static.tigerbbs.com/1fd94ae8055043e68ac7ad4184e90197","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4200725761865692","authorIdStr":"4200725761865692"},"themes":[],"htmlText":"一定是研发实力强有核心技术和护城河的科技公司，排除AI类这种容易技术爆炸弯道超车的，我推测三个方向：1算力基础 2可控核聚变 3 常温超目前23短时间比较难有大的突破，1的代表英伟达还是最有潜力十倍股的<a href=\"https://laohu8.com/U/3519157433193136\"> @美港股观察社 </a>","listText":"一定是研发实力强有核心技术和护城河的科技公司，排除AI类这种容易技术爆炸弯道超车的，我推测三个方向：1算力基础 2可控核聚变 3 常温超目前23短时间比较难有大的突破，1的代表英伟达还是最有潜力十倍股的<a href=\"https://laohu8.com/U/3519157433193136\"> @美港股观察社 </a>","text":"一定是研发实力强有核心技术和护城河的科技公司，排除AI类这种容易技术爆炸弯道超车的，我推测三个方向：1算力基础 2可控核聚变 3 常温超目前23短时间比较难有大的突破，1的代表英伟达还是最有潜力十倍股的 @美港股观察社","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445879585337672","isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":521301641118920,"gmtCreate":1768310897780,"gmtModify":1768310901392,"author":{"id":"4200725761865692","authorId":"4200725761865692","name":"后厂男孩","avatar":"https://static.tigerbbs.com/1fd94ae8055043e68ac7ad4184e90197","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4200725761865692","idStr":"4200725761865692"},"themes":[],"title":"","htmlText":"这个价格个配置，国内没有竞争力","listText":"这个价格个配置，国内没有竞争力","text":"这个价格个配置，国内没有竞争力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521301641118920","repostId":"2603500334","repostType":2,"repost":{"id":"2603500334","kind":"news","pubTimestamp":1768299132,"share":"https://www.laohu8.com/m/news/2603500334?lang=zh_CN&edition=full","pubTime":"2026-01-13 18:12","market":"us","language":"zh","title":"市场消息：“廉价版”Model Y、Model 3将在国内开售，先上3，后上Y","url":"https://stock-news.laohu8.com/highlight/detail?id=2603500334","media":"快科技","summary":"销量绝对有保证。","content":"<html><head></head><body><p>对于国内厂商而言，这注定是一个不好的消息：<strong>廉价版特斯拉Model Y已经出现在特斯拉官网上了</strong>（现已更改相关页面）。</p><p style=\"text-align: start;\">而有业内人士咨询特斯拉方面后得知，<strong>除了廉价Model Y，廉价Model 3也要在国内开售了，而且是先上3，后上Y</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/971c68ddba07e0e738439850ce399db0\" title=\"\" tg-width=\"600\" tg-height=\"380\"/></p><p style=\"text-align: start;\">之所以说这是不好的消息，<strong>因为这两款车的价格相较于标准版定然要降低不少，国产后大概率将杀入20万以内的市场</strong>，而特斯拉的号召力在国内可谓独一档，随着这两款车的到来，自主品牌市场怕是要丢失更多蛋糕。</p><p style=\"text-align: start;\">据悉，廉价版较标准车型取消或简化了20余项配置，<strong>如取消车头贯穿灯带、后视镜调节方式由电动改为手动、车窗取消双层夹胶玻璃、座椅不再支持电动调节，标配LCC，但没有车道居中，同时动力和续航也被砍了一些</strong>。</p><p style=\"text-align: start;\">由此可以看出，<strong>特斯拉未来几年的产品策略，便是在现有产品的基础上做简化开发，利用长久积累的品牌声誉，向更低价市场寻求销量突破</strong>。</p><p style=\"text-align: start;\">可能会有人质疑，砍去这么多的配置，廉价版的特斯拉Model Y和3真的能被中国消费者相中吗？</p><p style=\"text-align: start;\">还是看数据吧，<strong>在2025年12月份Model Y狂卖65874辆，成为了乘用车全品类销冠，Model 3也有将近2.8万的销量，排在第八名</strong>。</p><p style=\"text-align: start;\">要知道它们相较于自主品牌，尤其是新势力竞争对手其实在配置上并不占优，然而依旧有如此多的国人选择购买，<strong>所以即便是廉价版砍了非常多，只要它还是挂着特斯拉的标，销量绝对有保证</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f73dbf96d56f9dda5412eaf936f58319\" title=\"\" tg-width=\"600\" tg-height=\"323\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/483e51296da355fb646b498cfcb37681\" title=\"\" tg-width=\"600\" tg-height=\"496\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1174fb08d586870de7c8593b4467d53\" title=\"\" tg-width=\"600\" tg-height=\"745\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8cbcfe34911142a473b7db31deb9ec7\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"308\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/859b7aefaf4ac6a92f5a904da749791c\" title=\"\" tg-width=\"600\" tg-height=\"295\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a714c8f7526ccda0222a14c307c1575\" title=\"\" tg-width=\"600\" tg-height=\"365\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b20dcb516a52f750515589414c0ea008\" title=\"\" tg-width=\"600\" tg-height=\"301\"/></p></body></html>","source":"kkj","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>市场消息：“廉价版”Model Y、Model 3将在国内开售，先上3，后上Y</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市场消息：“廉价版”Model Y、Model 3将在国内开售，先上3，后上Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-13 18:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.mydrivers.com/1/1098/1098175.htm><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于国内厂商而言，这注定是一个不好的消息：廉价版特斯拉Model Y已经出现在特斯拉官网上了（现已更改相关页面）。而有业内人士咨询特斯拉方面后得知，除了廉价Model Y，廉价Model 3也要在国内开售了，而且是先上3，后上Y。之所以说这是不好的消息，因为这两款车的价格相较于标准版定然要降低不少，国产后大概率将杀入20万以内的市场，而特斯拉的号召力在国内可谓独一档，随着这两款车的到来，自主品牌...</p>\n\n<a href=\"https://news.mydrivers.com/1/1098/1098175.htm\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5897e847f82308d442c8840eb5adeaa","relate_stocks":{},"source_url":"https://news.mydrivers.com/1/1098/1098175.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603500334","content_text":"对于国内厂商而言，这注定是一个不好的消息：廉价版特斯拉Model Y已经出现在特斯拉官网上了（现已更改相关页面）。而有业内人士咨询特斯拉方面后得知，除了廉价Model Y，廉价Model 3也要在国内开售了，而且是先上3，后上Y。之所以说这是不好的消息，因为这两款车的价格相较于标准版定然要降低不少，国产后大概率将杀入20万以内的市场，而特斯拉的号召力在国内可谓独一档，随着这两款车的到来，自主品牌市场怕是要丢失更多蛋糕。据悉，廉价版较标准车型取消或简化了20余项配置，如取消车头贯穿灯带、后视镜调节方式由电动改为手动、车窗取消双层夹胶玻璃、座椅不再支持电动调节，标配LCC，但没有车道居中，同时动力和续航也被砍了一些。由此可以看出，特斯拉未来几年的产品策略，便是在现有产品的基础上做简化开发，利用长久积累的品牌声誉，向更低价市场寻求销量突破。可能会有人质疑，砍去这么多的配置，廉价版的特斯拉Model Y和3真的能被中国消费者相中吗？还是看数据吧，在2025年12月份Model Y狂卖65874辆，成为了乘用车全品类销冠，Model 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href=\"https://laohu8.com/S/02050\">三花智控</a>（02050）1608.35万股，每股作价26.1323港元，总金额约为4.2亿港元。增持后最新持股数目约为4606.83万股，持股比例为11.12%。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑：卢昱君 </p>\n</div></body></html>","source":"sina","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>三花智控获FMR LLC增持434万股 每股作价24.0052港元</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三花智控获FMR LLC增持434万股 每股作价24.0052港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-30 08:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-06-30/doc-infcvawu7888294.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　据香港联交所最新数据显示，6月24日，FMR LLC增持三花智控（02050）434万股，每股作价24.0052港元，总金额约为1.04亿港元。增持后最新持股数目约为2454.2316万股，持股比例为5.92%。\n　　6月25日，Baillie Gifford & Co增持三花智控（02050）1608.35万股，每股...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-06-30/doc-infcvawu7888294.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","002050":"三花智控","LU2580892789.USD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (USD) ACC","BK0188":"融资融券","BK0187":"一线龙头","BK0028":"国家队","LU0359201612.USD":"贝莱德中国基金A2","BK0197":"中小创蓝筹","LU1939255532.USD":"NINETY ONE GSF GLOBAL ENVIRONMENT \"A\" (USD) ACC","BK0076":"特斯拉","LU2580892862.HKD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (HKD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU2298064838.USD":"NINETY ONE GSF GLOBAL ENVIRONMENT \"A\" (USD) 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Co增持三花智控（02050）1608.35万股，每股作价26.1323港元，总金额约为4.2亿港元。增持后最新持股数目约为4606.83万股，持股比例为11.12%。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","news_type":1,"symbols_score_info":{"02050":1,"002050":1}},"isVote":1,"tweetType":1,"viewCount":5124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449414962917704,"gmtCreate":1750747011126,"gmtModify":1750747578420,"author":{"id":"4200725761865692","authorId":"4200725761865692","name":"后厂男孩","avatar":"https://static.tigerbbs.com/1fd94ae8055043e68ac7ad4184e90197","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4200725761865692","idStr":"4200725761865692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02050\">$三花智控(02050)$ </a> 起飞🛫","listText":"<a href=\"https://laohu8.com/S/02050\">$三花智控(02050)$ </a> 起飞🛫","text":"$三花智控(02050)$ 起飞🛫","images":[{"img":"https://static.tigerbbs.com/8e6a7d93297c405fefd31e87b4e85261","width":"1176","height":"2220"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449414962917704","isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":449406795612200,"gmtCreate":1750745085402,"gmtModify":1750746694519,"author":{"id":"4200725761865692","authorId":"4200725761865692","name":"后厂男孩","avatar":"https://static.tigerbbs.com/1fd94ae8055043e68ac7ad4184e90197","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4200725761865692","idStr":"4200725761865692"},"themes":[],"htmlText":"起飞🛫","listText":"起飞🛫","text":"起飞🛫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449406795612200","repostId":"1184351439","repostType":2,"repost":{"id":"1184351439","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":1750744939,"share":"https://www.laohu8.com/m/news/1184351439?lang=zh_CN&edition=full","pubTime":"2025-06-24 14:02","market":"hk","language":"zh","title":"三花智控涨超8%！制冷汽零实现优异增长，机器人布局稳步推进","url":"https://stock-news.laohu8.com/highlight/detail?id=1184351439","media":"老虎资讯综合","summary":"6月24日，$三花智控$H股上市次日涨超8%！$海通$国际认为，公司自身业绩端始终维持良好增长态势，24年全年及25Q1在制冷及汽零板块均实现优异增长。25Q1公司整体实现营收76.7亿元，同比增长19%，实现归母净利润9.0亿元，同比增长39.5%。该行还指出，长期来看，公司以热泵变频控制技术及热管理系统产品为核心，在制冷元器件以及汽车热管理零部件方面有望保持全球领先水平。","content":"<html><head></head><body><p>6月24日，<a href=\"https://laohu8.com/S/02050\">三花智控</a>H股上市次日涨超8%！制冷汽零实现优异增长，机器人布局稳步推进。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae68d4ca7287399a8388c3d63876a3c8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/603162\">海通</a>国际认为，公司自身业绩端始终维持良好增长态势，24年全年及25Q1在制冷及汽零板块均实现优异增长。25Q1公司整体实现营收76.7亿元，同比增长19%，实现归母净利润9.0亿元，同比增长39.5%。该行认为2025年期间，公司作为零部件上游龙头企业，制冷板块将有效受益于国补政策带动下的空调等消费需求的提振。汽车零部件方面，25年在手订单情况充裕，全年增长确定强。</p><p style=\"text-align: justify;\">该行还指出，长期来看，公司以热泵变频控制技术及热管理系统产品为核心，在制冷元器件以及汽车热管理零部件方面有望保持全球领先水平。本次公司港股IPO的成功募集，将有助于公司继续推进产能的全球化布局以及扩充，有效推进仿生机器人机电执行器的产品研发及生产制造，从而推进人形机器人的业务布局。</p></body></html>","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>三花智控涨超8%！制冷汽零实现优异增长，机器人布局稳步推进</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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}\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三花智控涨超8%！制冷汽零实现优异增长，机器人布局稳步推进\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\">2025-06-24 14:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月24日，<a href=\"https://laohu8.com/S/02050\">三花智控</a>H股上市次日涨超8%！制冷汽零实现优异增长，机器人布局稳步推进。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae68d4ca7287399a8388c3d63876a3c8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/603162\">海通</a>国际认为，公司自身业绩端始终维持良好增长态势，24年全年及25Q1在制冷及汽零板块均实现优异增长。25Q1公司整体实现营收76.7亿元，同比增长19%，实现归母净利润9.0亿元，同比增长39.5%。该行认为2025年期间，公司作为零部件上游龙头企业，制冷板块将有效受益于国补政策带动下的空调等消费需求的提振。汽车零部件方面，25年在手订单情况充裕，全年增长确定强。</p><p style=\"text-align: justify;\">该行还指出，长期来看，公司以热泵变频控制技术及热管理系统产品为核心，在制冷元器件以及汽车热管理零部件方面有望保持全球领先水平。本次公司港股IPO的成功募集，将有助于公司继续推进产能的全球化布局以及扩充，有效推进仿生机器人机电执行器的产品研发及生产制造，从而推进人形机器人的业务布局。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"02050":"三花智控"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184351439","content_text":"6月24日，三花智控H股上市次日涨超8%！制冷汽零实现优异增长，机器人布局稳步推进。海通国际认为，公司自身业绩端始终维持良好增长态势，24年全年及25Q1在制冷及汽零板块均实现优异增长。25Q1公司整体实现营收76.7亿元，同比增长19%，实现归母净利润9.0亿元，同比增长39.5%。该行认为2025年期间，公司作为零部件上游龙头企业，制冷板块将有效受益于国补政策带动下的空调等消费需求的提振。汽车零部件方面，25年在手订单情况充裕，全年增长确定强。该行还指出，长期来看，公司以热泵变频控制技术及热管理系统产品为核心，在制冷元器件以及汽车热管理零部件方面有望保持全球领先水平。本次公司港股IPO的成功募集，将有助于公司继续推进产能的全球化布局以及扩充，有效推进仿生机器人机电执行器的产品研发及生产制造，从而推进人形机器人的业务布局。","news_type":1,"symbols_score_info":{"02050":1.1}},"isVote":1,"tweetType":1,"viewCount":4196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445879585337672,"gmtCreate":1749863302517,"gmtModify":1749864741344,"author":{"id":"4200725761865692","authorId":"4200725761865692","name":"后厂男孩","avatar":"https://static.tigerbbs.com/1fd94ae8055043e68ac7ad4184e90197","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4200725761865692","idStr":"4200725761865692"},"themes":[],"htmlText":"一定是研发实力强有核心技术和护城河的科技公司，排除AI类这种容易技术爆炸弯道超车的，我推测三个方向：1算力基础 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