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亲善的存钱小洪水
11-06 14:17
大盘在涨,个股感觉都没动啊
@金融叁劍客:解码赛力斯:迄今规模最大的中国车企IPO
亲善的存钱小洪水
10-29
$金嗓子(06896)$
益生菌含片+喉片双管齐下 ,金嗓子这波产品组合拳打得漂亮!比赛选手刚需,顺便还给自家技术打了个硬广,服气!
亲善的存钱小洪水
10-16
$找钢集团-W(06676)$
供应链金融发展空间巨大,找钢优势明显
亲善的存钱小洪水
10-16
$金嗓子(06896)$
涨的慢不怕,就怕你不涨,看来这股是开始抬头了。。。
亲善的存钱小洪水
09-29
$协鑫科技(03800)$
说点技术方面的,协鑫科技的颗粒硅和传统棒状硅比起来确实有优势,流化床法连续生产,电耗低那么多,成本自然有竞争力。现在行业都在提先进产能,这种技术路线才是未来。有些小厂肯定要被出清,但协鑫科技这种有核心技术的企业,反而会受益于行业整合。
亲善的存钱小洪水
09-18
$奥克斯电气(02580)$
就这行情,再等等看吧,不慌。
亲善的存钱小洪水
08-19
$地平线机器人-W(09660)$
大盘震荡它照涨不误, 涨幅虽小但稳,这种票拿在手里才安心,长期看好
亲善的存钱小洪水
08-19
$极智嘉-W(02590)$
机构集体看多极智嘉:招银、中信、德意志予 “买入”,大摩 “增持”,最高目标价 26.7 港元
亲善的存钱小洪水
08-04
$地平线机器人-W(09660)$
实在忍不住想做T,记住一句话:卖飞一次,少赚三年;横盘的成本就是时间,不是手续费。
亲善的存钱小洪水
07-16
$极智嘉-W(02590)$
极智嘉的客户有多牛?沃尔玛、迪卡侬、西门子都是它的长期合作伙伴,全球超800家客户,63家世界500强,关键客户复购率84.3%,这忠诚度比茅台还高,难怪海外收入占比超70%!
亲善的存钱小洪水
07-08
$极智嘉-W(02590)$
能在欧美高端市场站稳脚跟的中国科技企业少之又少,极智嘉海外收入占比 72%,56000 台设备交付 40 多国,1500 + 项目落地,必须重点关注。
亲善的存钱小洪水
06-04
$地平线机器人-W(09660)$
如果相信2030年智驾渗透率超99%,地平线作为市占率龙头,市值至少看2千亿港元。现在1000亿市值,空间足够。波动难免,但时间会奖励耐心。
亲善的存钱小洪水
05-23
$BOSS直聘(BZ)$
这两年创业,最直观的感受是,虽然在小红书发招聘帖能有不少流量,但感觉还是围观的居多,沟通不如在boss上便捷,特别是回刷消息的时候,虽然很不情愿付费,但花钱确实能带来便利……哎还是穷的原因
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盈利能力经过验证:继特斯拉、比亚迪、理想之后,全球第四家实现盈利的新能源车企。2025年前三季度归母净利润53.12亿元,同比增长31.56%。 高端市场占据制高点:2025年三季度毛利率高达29.9%,超越特斯拉及BBA传统豪华品牌。上半年单车成交均价超40万元,其中问界M9和问界M8分别问鼎50万元级和40万元级市场销量冠军。 高研发投入:港股上市70%募资用于研发,强化自研能力,并前瞻性布局机器人等前沿领域。 全球化战略加速落地:首家“A+H”两地上市的豪华新能源车企,对接国际资本。2025年上半年,赛力斯境外营收同比增长145%,海外业务已成为毛利率最高的业务板块。 这些数字勾勒出赛力斯的竞争力轮廓,也解释了资本市场的热烈反应。 更重要的是,问界品牌的高端化布局,正通过扎实的产品力和服务力赢得用户信任。据杰兰路《2025年度上半年新能源汽车品牌健康度研究》,问界品牌获得2025年上半年品牌发展信心指数第一名,问界M9以85.2分位列新能源车型净推荐值NPS总榜第一名。 赛力斯的估值逻辑,是多重势能叠加的结果:背后有资本市场的信任加持,也有产品盈利模式的成熟验证,更有全球化与智能化布局带来的成长预期。本文将从资本信心、产品韧性与全球化三条主线,进一步拆解赛力斯的“估值底气”。 49","text":"11月5日,赛力斯(9927.HK)正式登陆港交所主板,市值超2200亿港元,是迄今为止规模最大的中国车企IPO,也是2025年以来全球规模最大的车企IPO。 一个年销量刚刚突破40万辆的车企,凭什么获得如此惊人的估值?答案早已写在全球汽车产业的新估值逻辑里。 电动车时代,销量规模正在让位于科技潜力与成长潜力,成为新的估值锚点。最直观的例子是,特斯拉以科技股的估值体系引领全球车企,全球汽车销量冠军丰田集团,如今美股市值仅为特斯拉的17%。 而赛力斯,恰恰交出了一份符合新估值逻辑的高分答卷: 盈利能力经过验证:继特斯拉、比亚迪、理想之后,全球第四家实现盈利的新能源车企。2025年前三季度归母净利润53.12亿元,同比增长31.56%。 高端市场占据制高点:2025年三季度毛利率高达29.9%,超越特斯拉及BBA传统豪华品牌。上半年单车成交均价超40万元,其中问界M9和问界M8分别问鼎50万元级和40万元级市场销量冠军。 高研发投入:港股上市70%募资用于研发,强化自研能力,并前瞻性布局机器人等前沿领域。 全球化战略加速落地:首家“A+H”两地上市的豪华新能源车企,对接国际资本。2025年上半年,赛力斯境外营收同比增长145%,海外业务已成为毛利率最高的业务板块。 这些数字勾勒出赛力斯的竞争力轮廓,也解释了资本市场的热烈反应。 更重要的是,问界品牌的高端化布局,正通过扎实的产品力和服务力赢得用户信任。据杰兰路《2025年度上半年新能源汽车品牌健康度研究》,问界品牌获得2025年上半年品牌发展信心指数第一名,问界M9以85.2分位列新能源车型净推荐值NPS总榜第一名。 赛力斯的估值逻辑,是多重势能叠加的结果:背后有资本市场的信任加持,也有产品盈利模式的成熟验证,更有全球化与智能化布局带来的成长预期。本文将从资本信心、产品韧性与全球化三条主线,进一步拆解赛力斯的“估值底气”。 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