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zjmting
只分享实盘,认知变现,慢慢变富
IP属地:北京
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zjmting
2024-06-29
2024/06/29 交易笔记 by zjmting
2024/06/29 成本 现价 浮动收益 道指三倍做空ETF-ProShares(SDOW) 16.92 16.56 2.10% 加油,继续战斗
2024/06/29 交易笔记 by zjmting
zjmting
2024-02-23
阿里小贷自己都不知道还有这个使命[得意]
抱歉,原内容已删除
zjmting
2022-11-08
$特斯拉(TSLA)$
特斯拉跌的差不多了,可以买了
zjmting
2022-01-18
[龇牙] [开心]
抱歉,原内容已删除
zjmting
2021-12-26
好久没晒晒实盘了。
zjmting
2021-12-22
[开心]
抱歉,原内容已删除
zjmting
2021-12-09
这种操作也就呵呵了,他不是在220左右sell put阿里巴巴不少吗?看看都亏成屎了,他不晒持仓,瞎忽悠。
抱歉,原内容已删除
zjmting
2021-11-25
已阅
@koolgal:BLOK ETF An Easy Way To Get Into Crypto
zjmting
2021-10-28
$Facebook(FB)$
探底成功
zjmting
2021-10-09
已阅
抱歉,原内容已删除
zjmting
2021-08-12
外资宁愿流血都要退出。
抱歉,原内容已删除
zjmting
2021-08-12
自欺欺人
抱歉,原内容已删除
zjmting
2021-07-25
今年收益
$标普500ETF(SPY)$
$纳指ETF(QQQ)$
zjmting
2021-07-09
已阅
抱歉,原内容已删除
zjmting
2021-06-19
这篇文章不错,转发给大家看
抱歉,原内容已删除
zjmting
2021-06-14
这篇文章不错,转发给大家看
@格隆汇:自动驾驶究竟在颠覆谁?
zjmting
2021-06-13
这篇文章不错,转发给大家看
@深燃:从亏损2亿到净赚1664万,奈雪的茶真的盈利了?
zjmting
2021-06-10
这篇文章不错,转发给大家看
@真是港股圈:冷冻烘培原料龙头立高食品是怎样的一个故事?
zjmting
2021-06-10
这篇文章不错,转发给大家看
抱歉,原内容已删除
zjmting
2021-06-10
这篇文章不错,转发给大家看
@桃李春风益点财:几十年一遇的港股IPO热潮!该上车吗?(上)
去老虎APP查看更多动态
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加油,继续战斗","images":[{"img":"https://static.tigerbbs.com/ecb0926687993106970cbaa578e780ec","width":"898","height":"862"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321991523237952","isVote":1,"tweetType":1,"viewCount":1292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":277088094671032,"gmtCreate":1708677610180,"gmtModify":1708677611746,"author":{"id":"93307585905380","authorId":"93307585905380","name":"zjmting","avatar":"https://static.tigerbbs.com/149689199bf6404f947eeb88d01e2881","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"93307585905380","authorIdStr":"93307585905380"},"themes":[],"htmlText":"阿里小贷自己都不知道还有这个使命[得意] ","listText":"阿里小贷自己都不知道还有这个使命[得意] ","text":"阿里小贷自己都不知道还有这个使命[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/277088094671032","repostId":"1128953847","repostType":2,"isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664880738,"gmtCreate":1667919719924,"gmtModify":1667919721382,"author":{"id":"93307585905380","authorId":"93307585905380","name":"zjmting","avatar":"https://static.tigerbbs.com/149689199bf6404f947eeb88d01e2881","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"93307585905380","authorIdStr":"93307585905380"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉跌的差不多了,可以买了","listText":"<a 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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697563066","repostId":"2204070757","repostType":4,"isVote":1,"tweetType":1,"viewCount":3111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698702861,"gmtCreate":1640525002673,"gmtModify":1640525002673,"author":{"id":"93307585905380","authorId":"93307585905380","name":"zjmting","avatar":"https://static.tigerbbs.com/149689199bf6404f947eeb88d01e2881","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"93307585905380","authorIdStr":"93307585905380"},"themes":[],"htmlText":"好久没晒晒实盘了。","listText":"好久没晒晒实盘了。","text":"好久没晒晒实盘了。","images":[{"img":"https://static.tigerbbs.com/55a5da723ed97f6d74a689a1c131ae1d","width":"998","height":"1227"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698702861","isVote":1,"tweetType":1,"viewCount":3166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":691861487,"gmtCreate":1640167362277,"gmtModify":1640167362277,"author":{"id":"93307585905380","authorId":"93307585905380","name":"zjmting","avatar":"https://static.tigerbbs.com/149689199bf6404f947eeb88d01e2881","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"93307585905380","authorIdStr":"93307585905380"},"themes":[],"htmlText":"[开心] ","listText":"[开心] ","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691861487","repostId":"1164344862","repostType":2,"isVote":1,"tweetType":1,"viewCount":3635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602454508,"gmtCreate":1639061001538,"gmtModify":1639061457366,"author":{"id":"93307585905380","authorId":"93307585905380","name":"zjmting","avatar":"https://static.tigerbbs.com/149689199bf6404f947eeb88d01e2881","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"93307585905380","authorIdStr":"93307585905380"},"themes":[],"htmlText":"这种操作也就呵呵了,他不是在220左右sell put阿里巴巴不少吗?看看都亏成屎了,他不晒持仓,瞎忽悠。","listText":"这种操作也就呵呵了,他不是在220左右sell put阿里巴巴不少吗?看看都亏成屎了,他不晒持仓,瞎忽悠。","text":"这种操作也就呵呵了,他不是在220左右sell put阿里巴巴不少吗?看看都亏成屎了,他不晒持仓,瞎忽悠。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602454508","repostId":"2190611647","repostType":4,"isVote":1,"tweetType":1,"viewCount":4645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874232137,"gmtCreate":1637788155839,"gmtModify":1637788155839,"author":{"id":"93307585905380","authorId":"93307585905380","name":"zjmting","avatar":"https://static.tigerbbs.com/149689199bf6404f947eeb88d01e2881","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"93307585905380","authorIdStr":"93307585905380"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874232137","repostId":"876733710","repostType":1,"repost":{"id":876733710,"gmtCreate":1637362734403,"gmtModify":1637553164491,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"BLOK ETF An Easy Way To Get Into Crypto","htmlText":"BlockChain Technology is one of the hottest technologies these days. If you are a new investor with limited funds and want to get a piece of the action, then <a href=\"https://laohu8.com/S/BLOK\">$Amplify Transformational Data Sharing ETF(BLOK)$</a> would be a great choice. You also don't have the hassle of opening a crypto wallet and handling crypto directly. What is Blockchain? In simplest term, Blockchain can be described as a data structure that holds transactional records while ensuring security, transparency and decentralisation. <a href=\"https://laohu8.com/S/BLOK\">$Amplify Transformational Data Sharing ETF(BLOK)$</a> is an actively managed ETF that seeks to provide total return by investing at least 80% of its net assets in equity securities","listText":"BlockChain Technology is one of the hottest technologies these days. If you are a new investor with limited funds and want to get a piece of the action, then <a href=\"https://laohu8.com/S/BLOK\">$Amplify Transformational Data Sharing ETF(BLOK)$</a> would be a great choice. You also don't have the hassle of opening a crypto wallet and handling crypto directly. What is Blockchain? In simplest term, Blockchain can be described as a data structure that holds transactional records while ensuring security, transparency and decentralisation. <a href=\"https://laohu8.com/S/BLOK\">$Amplify Transformational Data Sharing ETF(BLOK)$</a> is an actively managed ETF that seeks to provide total return by investing at least 80% of its net assets in equity securities","text":"BlockChain Technology is one of the hottest technologies these days. If you are a new investor with limited funds and want to get a piece of the action, then $Amplify Transformational Data Sharing ETF(BLOK)$ would be a great choice. You also don't have the hassle of opening a crypto wallet and handling crypto directly. What is Blockchain? 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| 唐亚华编辑 | 黎明几个月前还被说成是“流血上市”的奈雪的茶,转眼间就更新了招股书,“扭亏为盈”了。不少人好奇,短短一个季度,奈雪的茶怎么就突然盈利了?深燃翻看招股书发现,事实上,奈雪的茶所谓的盈利,只是剔除掉了一些优先股、期权激励、利息、税收等带来的亏损,将账面数字变得更好看了。如果不进行账务调账,奈雪的茶2020年亏损约2亿元,仍然是不小的数目。不过,正如招股书所说,经调整后的净利润排除了资本因素,更能准确反映公司的经营状况。从经营利润来看,奈雪的茶单店经过10个月左右的回本周期,可以保持近30%的经营利润率,这也证明了其盈利能力。至于公司逐年加大的亏损,主要是由于扩张导致的。新茶饮市场还处于急速上升期,奈雪的茶的野心显然不会止于500多家门店。所以在短期内,奈雪的茶因扩张带来的亏损还会持续。此外,有数据显示,奈雪的茶门店坪效远低于喜茶,而一直以来有着差异化优势的烘焙类产品线竟然成了拖低门店利润率和坪效的业务,这让奈雪的茶所谓的“第三空间”、“社交属性”的故事显得苍白无力。值得探究的是,争抢新式茶饮第一股的奈雪的茶,发展前景究竟如何?调整出的“账面利润”6月6日,港交所信息显示,奈雪的茶已通过聆讯。其更新版招股书显示,2020年经调整净利润达到1664万元,扭亏为盈。在对外宣传上,奈雪的茶还提到,如使用更准确反映公司实际租金水平的国际会计准则第17号,公司2020年全年实现经调整净利润6217万元。奈雪的茶在2020年2月11日,农历除夕夜,第一次提交了招股书,数据显示,2020年前三季度净亏损2750万元。仅一个季度后,再更新招股书,公司就变成盈利,难道这一个季度净赚几千万?这不禁让人疑惑。事实上,这不过是常规的财务操作手段。我们从合并损益表可以看出,奈雪的茶2020年全年营收30.57亿元,净亏损2.03亿元。也就是","listText":"深燃(shenrancaijing)原创作者 | 唐亚华编辑 | 黎明几个月前还被说成是“流血上市”的奈雪的茶,转眼间就更新了招股书,“扭亏为盈”了。不少人好奇,短短一个季度,奈雪的茶怎么就突然盈利了?深燃翻看招股书发现,事实上,奈雪的茶所谓的盈利,只是剔除掉了一些优先股、期权激励、利息、税收等带来的亏损,将账面数字变得更好看了。如果不进行账务调账,奈雪的茶2020年亏损约2亿元,仍然是不小的数目。不过,正如招股书所说,经调整后的净利润排除了资本因素,更能准确反映公司的经营状况。从经营利润来看,奈雪的茶单店经过10个月左右的回本周期,可以保持近30%的经营利润率,这也证明了其盈利能力。至于公司逐年加大的亏损,主要是由于扩张导致的。新茶饮市场还处于急速上升期,奈雪的茶的野心显然不会止于500多家门店。所以在短期内,奈雪的茶因扩张带来的亏损还会持续。此外,有数据显示,奈雪的茶门店坪效远低于喜茶,而一直以来有着差异化优势的烘焙类产品线竟然成了拖低门店利润率和坪效的业务,这让奈雪的茶所谓的“第三空间”、“社交属性”的故事显得苍白无力。值得探究的是,争抢新式茶饮第一股的奈雪的茶,发展前景究竟如何?调整出的“账面利润”6月6日,港交所信息显示,奈雪的茶已通过聆讯。其更新版招股书显示,2020年经调整净利润达到1664万元,扭亏为盈。在对外宣传上,奈雪的茶还提到,如使用更准确反映公司实际租金水平的国际会计准则第17号,公司2020年全年实现经调整净利润6217万元。奈雪的茶在2020年2月11日,农历除夕夜,第一次提交了招股书,数据显示,2020年前三季度净亏损2750万元。仅一个季度后,再更新招股书,公司就变成盈利,难道这一个季度净赚几千万?这不禁让人疑惑。事实上,这不过是常规的财务操作手段。我们从合并损益表可以看出,奈雪的茶2020年全年营收30.57亿元,净亏损2.03亿元。也就是","text":"深燃(shenrancaijing)原创作者 | 唐亚华编辑 | 黎明几个月前还被说成是“流血上市”的奈雪的茶,转眼间就更新了招股书,“扭亏为盈”了。不少人好奇,短短一个季度,奈雪的茶怎么就突然盈利了?深燃翻看招股书发现,事实上,奈雪的茶所谓的盈利,只是剔除掉了一些优先股、期权激励、利息、税收等带来的亏损,将账面数字变得更好看了。如果不进行账务调账,奈雪的茶2020年亏损约2亿元,仍然是不小的数目。不过,正如招股书所说,经调整后的净利润排除了资本因素,更能准确反映公司的经营状况。从经营利润来看,奈雪的茶单店经过10个月左右的回本周期,可以保持近30%的经营利润率,这也证明了其盈利能力。至于公司逐年加大的亏损,主要是由于扩张导致的。新茶饮市场还处于急速上升期,奈雪的茶的野心显然不会止于500多家门店。所以在短期内,奈雪的茶因扩张带来的亏损还会持续。此外,有数据显示,奈雪的茶门店坪效远低于喜茶,而一直以来有着差异化优势的烘焙类产品线竟然成了拖低门店利润率和坪效的业务,这让奈雪的茶所谓的“第三空间”、“社交属性”的故事显得苍白无力。值得探究的是,争抢新式茶饮第一股的奈雪的茶,发展前景究竟如何?调整出的“账面利润”6月6日,港交所信息显示,奈雪的茶已通过聆讯。其更新版招股书显示,2020年经调整净利润达到1664万元,扭亏为盈。在对外宣传上,奈雪的茶还提到,如使用更准确反映公司实际租金水平的国际会计准则第17号,公司2020年全年实现经调整净利润6217万元。奈雪的茶在2020年2月11日,农历除夕夜,第一次提交了招股书,数据显示,2020年前三季度净亏损2750万元。仅一个季度后,再更新招股书,公司就变成盈利,难道这一个季度净赚几千万?这不禁让人疑惑。事实上,这不过是常规的财务操作手段。我们从合并损益表可以看出,奈雪的茶2020年全年营收30.57亿元,净亏损2.03亿元。也就是","images":[{"img":"https://static.tigerbbs.com/bf225a81ef7f0205f7d97e34ba3a0742","width":"688","height":"459"},{"img":"https://static.tigerbbs.com/fc4cd999bc43f0cc2598097b53e562e0","width":"688","height":"459"},{"img":"https://static.tigerbbs.com/b36e7e2b89904d7ec337a593857a2dd7","width":"688","height":"457"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188719009","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183359019,"gmtCreate":1623310052431,"gmtModify":1623310052431,"author":{"id":"93307585905380","authorId":"93307585905380","name":"zjmting","avatar":"https://static.tigerbbs.com/149689199bf6404f947eeb88d01e2881","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"93307585905380","authorIdStr":"93307585905380"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183359019","repostId":"189046961","repostType":1,"repost":{"id":189046961,"gmtCreate":1623234180000,"gmtModify":1623237897955,"author":{"id":"3465782205567474","authorId":"3465782205567474","name":"真是港股圈","avatar":"https://static.tigerbbs.com/ecdf784ac4b6eb627d1f2c8c45171e32","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465782205567474","authorIdStr":"3465782205567474"},"themes":[],"title":"冷冻烘培原料龙头立高食品是怎样的一个故事?","htmlText":"由于城市化的发展,房租、人员工资、物料的上涨,许多烘焙门店运营成本大幅提升。 有危就有機,这也使得有技术、产品实力的烘焙公司脱颖而出,立高食品(300973.SZ)便是其一,主要从事烘焙食品原料及冷冻烘焙食品的研发、生产和销售,利用规模效应,能够有效的降低下游烘培店的产品成本。 作为行业龙头,自上市以来,股價一路暴涨,估值最高达到100倍PE,可见资本市场对其的青睐。 资料来源:东方财富 公司简介 公司主要产品包括奶油、水果制品、酱料、巧克力等烘焙食品原料和冷冻烘焙半成品及成品,此外还生产部分休闲食品。 烘焙食品原料主要包括奶油、水果制品、酱料等,其中奶油、水果制品主要用于蛋糕、西点的表面装饰和夹层,也可用于奶盖、果汁等饮品调制;酱料主要用于糕点、面包夹心,也可用于餐饮及家庭调味使用。 资料来源:公司年报 冷冻烘焙食品指烘焙过程中完成部分或全部工序后进行冷冻处理得到的烘焙产品,并通过冷冻方式进行储存和运输,保存期通常 6 到 9 个月,能够在安全、健康和保持口感的情况下,大幅延长烘焙产品的使用周期。 资料来源:公司年报 总的来说,公司产品类型众多,规格多样,产品品规总量超过650种,能够充分满足下游不同类型客户的多产品、多规格的一站式采购消费需求,提高了客户的使用便利性。由于产品的不断丰富,终端客户也从最初的烘焙门店发展到目前的烘焙门店、饮品店、餐饮、商超和便利店等多种业态。 可以看到,公司主要从事to B的生意。 资料来源:公司招股书 简单看,烘培类食品是一个低门槛的行业,行业并不需要什么高精尖的技术储备。而立高食品能够突围上市,自然离不开独特的功夫,也就是广泛而深入的营销网络,自有多元化的销售渠道。 截至2020年底,公司销售人员达到983人,营销网络遍布我国除港澳台外全部省、直辖市、自治区,深入357个城市,与公司合作的经销商超过1,800家(约八成为买断式经销),直","listText":"由于城市化的发展,房租、人员工资、物料的上涨,许多烘焙门店运营成本大幅提升。 有危就有機,这也使得有技术、产品实力的烘焙公司脱颖而出,立高食品(300973.SZ)便是其一,主要从事烘焙食品原料及冷冻烘焙食品的研发、生产和销售,利用规模效应,能够有效的降低下游烘培店的产品成本。 作为行业龙头,自上市以来,股價一路暴涨,估值最高达到100倍PE,可见资本市场对其的青睐。 资料来源:东方财富 公司简介 公司主要产品包括奶油、水果制品、酱料、巧克力等烘焙食品原料和冷冻烘焙半成品及成品,此外还生产部分休闲食品。 烘焙食品原料主要包括奶油、水果制品、酱料等,其中奶油、水果制品主要用于蛋糕、西点的表面装饰和夹层,也可用于奶盖、果汁等饮品调制;酱料主要用于糕点、面包夹心,也可用于餐饮及家庭调味使用。 资料来源:公司年报 冷冻烘焙食品指烘焙过程中完成部分或全部工序后进行冷冻处理得到的烘焙产品,并通过冷冻方式进行储存和运输,保存期通常 6 到 9 个月,能够在安全、健康和保持口感的情况下,大幅延长烘焙产品的使用周期。 资料来源:公司年报 总的来说,公司产品类型众多,规格多样,产品品规总量超过650种,能够充分满足下游不同类型客户的多产品、多规格的一站式采购消费需求,提高了客户的使用便利性。由于产品的不断丰富,终端客户也从最初的烘焙门店发展到目前的烘焙门店、饮品店、餐饮、商超和便利店等多种业态。 可以看到,公司主要从事to B的生意。 资料来源:公司招股书 简单看,烘培类食品是一个低门槛的行业,行业并不需要什么高精尖的技术储备。而立高食品能够突围上市,自然离不开独特的功夫,也就是广泛而深入的营销网络,自有多元化的销售渠道。 截至2020年底,公司销售人员达到983人,营销网络遍布我国除港澳台外全部省、直辖市、自治区,深入357个城市,与公司合作的经销商超过1,800家(约八成为买断式经销),直","text":"由于城市化的发展,房租、人员工资、物料的上涨,许多烘焙门店运营成本大幅提升。 有危就有機,这也使得有技术、产品实力的烘焙公司脱颖而出,立高食品(300973.SZ)便是其一,主要从事烘焙食品原料及冷冻烘焙食品的研发、生产和销售,利用规模效应,能够有效的降低下游烘培店的产品成本。 作为行业龙头,自上市以来,股價一路暴涨,估值最高达到100倍PE,可见资本市场对其的青睐。 资料来源:东方财富 公司简介 公司主要产品包括奶油、水果制品、酱料、巧克力等烘焙食品原料和冷冻烘焙半成品及成品,此外还生产部分休闲食品。 烘焙食品原料主要包括奶油、水果制品、酱料等,其中奶油、水果制品主要用于蛋糕、西点的表面装饰和夹层,也可用于奶盖、果汁等饮品调制;酱料主要用于糕点、面包夹心,也可用于餐饮及家庭调味使用。 资料来源:公司年报 冷冻烘焙食品指烘焙过程中完成部分或全部工序后进行冷冻处理得到的烘焙产品,并通过冷冻方式进行储存和运输,保存期通常 6 到 9 个月,能够在安全、健康和保持口感的情况下,大幅延长烘焙产品的使用周期。 资料来源:公司年报 总的来说,公司产品类型众多,规格多样,产品品规总量超过650种,能够充分满足下游不同类型客户的多产品、多规格的一站式采购消费需求,提高了客户的使用便利性。由于产品的不断丰富,终端客户也从最初的烘焙门店发展到目前的烘焙门店、饮品店、餐饮、商超和便利店等多种业态。 可以看到,公司主要从事to B的生意。 资料来源:公司招股书 简单看,烘培类食品是一个低门槛的行业,行业并不需要什么高精尖的技术储备。而立高食品能够突围上市,自然离不开独特的功夫,也就是广泛而深入的营销网络,自有多元化的销售渠道。 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IPO热潮的出现通常来说往往伴随着市场的飙升;另一方面,IPO的热潮为交易所带来了大量收入——企业缴纳的一次性注册费和每年所付的会员费——不要小看这些钱,这可是项大业务,因此,香港证券交易所显然是这股热潮中的一个大赢家,也是这股热潮中对于投资来说最直接的一个机会。但问题来了,追根溯源,港股市场为何","listText":"摘要:加密货币市场暴跌!美股市场面临巨大通胀压力!港股IPO热潮及时到来!现在是个好时机吗?发展前景如何?有什么潜在机会值得关注?本文聚焦:·1、美股的高估值下,投资者可能错过的高潜力市场?·2、港股上市热潮从何而来?带来了什么机会?·3、有什么潜在机会不能错过?什么样的高潜力机会显然正在被投资者无视?贝瑞研究声明:贝瑞研究声明:文中观点基于公开市场信息和历史数据形成,不作为直接投资建议,仅供交流,欢迎留言探讨投资见解。1、美股的高估值下,投资者可能错过的高潜力市场?2021年才过去一半,美股市场IPO上市的股票已经超过了去年的总数,近半年以来,美股已有496只股票IPO上市。图注:图片源自网络,如有侵权请联系删除说实话,自2000年互联网泡沫以后,美股市场这还是第一次出现这样的热潮。如今,在美股前所未有的高估值下,各个公司都迫不及待上市筹集资本,市场滚雪球般越来越热火朝天,投资者们对于打新也越来越感兴趣。但在如火如荼的美股以外,有一个市场的资金流入已经悄悄破了历史记录,而投资者们正在忽略这个20年来前所未见的机会……可能大家已经猜到了——港股市场:2020年第一季度,香港是全球第五大IPO市场;到2020年底,它已跃升至全球第二,仅次于纳斯达克;2021年一开局,香港证券交易所便吸纳了139亿美元资金,比去年同期的19亿美元增长了超过7倍。对于投资者来说,这意味着什么?为什么要关注港股这几十年一遇的IPO热潮?图注:图片源自网络,如有侵权请联系删除一方面,也是最显而易见的一点, 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黎明几个月前还被说成是“流血上市”的奈雪的茶,转眼间就更新了招股书,“扭亏为盈”了。不少人好奇,短短一个季度,奈雪的茶怎么就突然盈利了?深燃翻看招股书发现,事实上,奈雪的茶所谓的盈利,只是剔除掉了一些优先股、期权激励、利息、税收等带来的亏损,将账面数字变得更好看了。如果不进行账务调账,奈雪的茶2020年亏损约2亿元,仍然是不小的数目。不过,正如招股书所说,经调整后的净利润排除了资本因素,更能准确反映公司的经营状况。从经营利润来看,奈雪的茶单店经过10个月左右的回本周期,可以保持近30%的经营利润率,这也证明了其盈利能力。至于公司逐年加大的亏损,主要是由于扩张导致的。新茶饮市场还处于急速上升期,奈雪的茶的野心显然不会止于500多家门店。所以在短期内,奈雪的茶因扩张带来的亏损还会持续。此外,有数据显示,奈雪的茶门店坪效远低于喜茶,而一直以来有着差异化优势的烘焙类产品线竟然成了拖低门店利润率和坪效的业务,这让奈雪的茶所谓的“第三空间”、“社交属性”的故事显得苍白无力。值得探究的是,争抢新式茶饮第一股的奈雪的茶,发展前景究竟如何?调整出的“账面利润”6月6日,港交所信息显示,奈雪的茶已通过聆讯。其更新版招股书显示,2020年经调整净利润达到1664万元,扭亏为盈。在对外宣传上,奈雪的茶还提到,如使用更准确反映公司实际租金水平的国际会计准则第17号,公司2020年全年实现经调整净利润6217万元。奈雪的茶在2020年2月11日,农历除夕夜,第一次提交了招股书,数据显示,2020年前三季度净亏损2750万元。仅一个季度后,再更新招股书,公司就变成盈利,难道这一个季度净赚几千万?这不禁让人疑惑。事实上,这不过是常规的财务操作手段。我们从合并损益表可以看出,奈雪的茶2020年全年营收30.57亿元,净亏损2.03亿元。也就是","text":"深燃(shenrancaijing)原创作者 | 唐亚华编辑 | 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