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2021-07-30
$IT科技包装(ITP)$
冲鸭
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2021-07-14
$东北社区银行(NECB)$
什么鬼？
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2021-07-12
$IT科技包装(ITP)$
$上为集团(SGOC)$
什么时候你能这么拉下？[难过]
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2021-04-15
利好哪个票
拜登授权美国政府制裁俄罗斯经济的任何领域
英国路透社刚刚消息，据美国政府一名高级官员透露，作为对“俄罗斯干预2020年美国大选”的“惩罚”，美国拜登将于当地时间15日发布一项行政令，授权美国政府制裁俄罗斯经济的任何领域。路透社称，据美政府匿名
拜登授权美国政府制裁俄罗斯经济的任何领域
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·
2021-03-26
$Ctd Holdings Inc(CYTH)$
搞什么？？增发了？？？什么价格增发？
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2021-03-20
什么意思？
BRIEF-Cyclo Therapeutics Files For Mixed Shelf Of Up To $100 Mln
March 19 (Reuters) - Cyclo Therapeutics Inc : * CYCLO THERAPEUTICS FILES FOR MIXED SHELF OF UP T
BRIEF-Cyclo Therapeutics Files For Mixed Shelf Of Up To $100 Mln
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·
2021-03-17
这是打击报复吗[开心]
5000亿贝壳的幻象
贝壳找房（以下简称贝壳）董事长左晖，是2020年开发商最羡慕的人。 2020年房地产行业的大事件，除了恒大债务危机，就是贝壳上市，市值超万科了，这带给开发商大佬们的震撼、慨叹、启迪，至今未息。 如果说
5000亿贝壳的幻象
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2021-03-14
很好
非常抱歉，此主贴已删除
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·
2021-02-26
华为永不造车[捂脸] [捂脸] [捂脸]
华为回应造车传闻：重申不造车，帮助车企造好车
2月26日，消息人士：华为计划推出自有品牌电动汽车；华为正和长安汽车、北汽蓝谷协商代工制造。受此消息影响，北汽蓝谷直线涨停，长安汽车大涨7%。就市场再次盛传的造车传闻，华为回应表示，公司策略不变：华为
华为回应造车传闻：重申不造车，帮助车企造好车
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·
2021-02-22
梭哈✈️
Cyclo Therapeutics Unveils New Corporate Identity and Reaffirms Commitment to Improving Quality of Life and Providing Hope for Patients and Families
- The evolution of the Company’s brand identity aligns with Cyclo Therapeutics’ science-based, patie
Cyclo Therapeutics Unveils New Corporate Identity and Reaffirms Commitment to Improving Quality of Life and Providing Hope for Patients and Families
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19:32","market":"other","language":"zh","title":"拜登授权美国政府制裁俄罗斯经济的任何领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2127002605","media":"环球网","summary":"英国路透社刚刚消息，据美国政府一名高级官员透露，作为对“俄罗斯干预2020年美国大选”的“惩罚”，美国拜登将于当地时间15日发布一项行政令，授权美国政府制裁俄罗斯经济的任何领域。路透社称，据美政府匿名","content":"<p>英国路透社刚刚消息，据美国政府一名高级官员透露，作为对“俄罗斯干预2020年美国大选”的“惩罚”，美国拜登将于当地时间15日发布一项行政令，授权美国政府制裁俄罗斯经济的任何领域。</p><p><img src=\"https://static.tigerbbs.com/ad6bb23c935caae4e908a2aa539dc11c\" tg-width=\"728\" tg-height=\"274\" referrerpolicy=\"no-referrer\"></p><p>路透社称，据美政府匿名官员透露，<b>拜登将从6月14日起禁止美国金融机构参与以卢布计价的俄罗斯主权债券一级市场。</b></p><p>一位知情人士还表示，即将公布的制裁措施包括，将约30家实体列入黑名单，以及发布将约10名俄官员驱逐出美国的命令。</p><p>路透社提到，美政府日前以“干涉大选”、俄反对派人士纳瓦利内有关事件、网络攻击，悬赏杀害驻阿富汗美军等为由指责俄罗斯。俄方对这些指控均予以反驳。</p><p>美国政府3月2日称俄反对派人士纳瓦利内去年8月被俄方“下毒”，并以此为由宣布对俄罗斯实施一系列制裁措施。俄外交部同一天发表声明说，美方此举是“反俄的敌对攻击”。同月16日，美国情报部门又公布了一份有关2020年美国总统大选的“外国威胁报告”，将矛头直指俄罗斯和伊朗等国。俄总统新闻秘书佩斯科夫17日批评美方报告是“为制裁找借口”。俄副外长里亚布科夫表示，相关指控没有任何根据，报告内容是为既有结论而炮制的。</p><p>之前，有关“俄罗斯悬赏塔利班暗杀美军”的相关报道，美媒最终承认没有任何证据证明其指控，五角大楼也表示“彻查”此事后没有发现任何证据。俄总统普京去年10月在接受俄罗斯第一电视台采访时认为，这些针对俄罗斯的“赏金”指控“毫无根据”：“我再说一遍，我们没有必要争执美国在阿富汗的存在。”此外，美媒多次宣称的俄罗斯黑客对美攻击事件，也被俄方反驳为“毫无根据的指责”。</p>","source":"hqw","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\" 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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拜登授权美国政府制裁俄罗斯经济的任何领域\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 19:32 北京时间 <a href=https://world.huanqiu.com/article/42jX5edkg7V><strong>环球网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国路透社刚刚消息，据美国政府一名高级官员透露，作为对“俄罗斯干预2020年美国大选”的“惩罚”，美国拜登将于当地时间15日发布一项行政令，授权美国政府制裁俄罗斯经济的任何领域。路透社称，据美政府匿名官员透露，拜登将从6月14日起禁止美国金融机构参与以卢布计价的俄罗斯主权债券一级市场。一位知情人士还表示，即将公布的制裁措施包括，将约30家实体列入黑名单，以及发布将约10名俄官员驱逐出美国的命令。...</p>\n\n<a href=\"https://world.huanqiu.com/article/42jX5edkg7V\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/be1f2064b1def89283b4efa9b8ac4586","relate_stocks":{},"source_url":"https://world.huanqiu.com/article/42jX5edkg7V","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127002605","content_text":"英国路透社刚刚消息，据美国政府一名高级官员透露，作为对“俄罗斯干预2020年美国大选”的“惩罚”，美国拜登将于当地时间15日发布一项行政令，授权美国政府制裁俄罗斯经济的任何领域。路透社称，据美政府匿名官员透露，拜登将从6月14日起禁止美国金融机构参与以卢布计价的俄罗斯主权债券一级市场。一位知情人士还表示，即将公布的制裁措施包括，将约30家实体列入黑名单，以及发布将约10名俄官员驱逐出美国的命令。路透社提到，美政府日前以“干涉大选”、俄反对派人士纳瓦利内有关事件、网络攻击，悬赏杀害驻阿富汗美军等为由指责俄罗斯。俄方对这些指控均予以反驳。美国政府3月2日称俄反对派人士纳瓦利内去年8月被俄方“下毒”，并以此为由宣布对俄罗斯实施一系列制裁措施。俄外交部同一天发表声明说，美方此举是“反俄的敌对攻击”。同月16日，美国情报部门又公布了一份有关2020年美国总统大选的“外国威胁报告”，将矛头直指俄罗斯和伊朗等国。俄总统新闻秘书佩斯科夫17日批评美方报告是“为制裁找借口”。俄副外长里亚布科夫表示，相关指控没有任何根据，报告内容是为既有结论而炮制的。之前，有关“俄罗斯悬赏塔利班暗杀美军”的相关报道，美媒最终承认没有任何证据证明其指控，五角大楼也表示“彻查”此事后没有发现任何证据。俄总统普京去年10月在接受俄罗斯第一电视台采访时认为，这些针对俄罗斯的“赏金”指控“毫无根据”：“我再说一遍，我们没有必要争执美国在阿富汗的存在。”此外，美媒多次宣称的俄罗斯黑客对美攻击事件，也被俄方反驳为“毫无根据的指责”。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356638966,"gmtCreate":1616771282555,"gmtModify":1616771282555,"author":{"id":"3574295790470636","authorId":"3574295790470636","name":"粉肠","avatar":"https://static.tigerbbs.com/0107bea6eb0c464151aeef32ea6d6f18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574295790470636","idStr":"3574295790470636"},"themes":[],"htmlText":"<a 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Mln\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-20 04:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>March 19 (Reuters) - Cyclo Therapeutics Inc :</p><p> * CYCLO THERAPEUTICS FILES FOR MIXED SHELF OF UP TO $100 MILLION - SEC FILING</p><p>Source : () Further company coverage: </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LHDX":"Lucira Health, Inc.","CGEM":"Cullinan Therapeutics","CYTH":"Cyclo Therapeutics","SANA":"Sana Biotechnology, Inc.","LABP":"Landos Biopharma, Inc."},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120499112","content_text":"March 19 (Reuters) - Cyclo Therapeutics Inc : * CYCLO THERAPEUTICS FILES FOR MIXED SHELF OF UP TO $100 MILLION - SEC FILINGSource : () Further company coverage: ((Reuters.Briefs@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"APR":0.9,"CGEM":0.9,"CYTH":0.9,"LABP":0.9,"LHDX":0.9,"SANA":0.9}},"isVote":1,"tweetType":1,"viewCount":2328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324171528,"gmtCreate":1615978661564,"gmtModify":1703495811843,"author":{"id":"3574295790470636","authorId":"3574295790470636","name":"粉肠","avatar":"https://static.tigerbbs.com/0107bea6eb0c464151aeef32ea6d6f18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574295790470636","idStr":"3574295790470636"},"themes":[],"htmlText":"这是打击报复吗[开心] ","listText":"这是打击报复吗[开心] ","text":"这是打击报复吗[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324171528","repostId":"2120904478","repostType":2,"repost":{"id":"2120904478","kind":"news","pubTimestamp":1615963501,"share":"https://ttm.financial/m/news/2120904478?lang=&edition=full","pubTime":"2021-03-17 14:45","market":"us","language":"zh","title":"5000亿贝壳的幻象","url":"https://stock-news.laohu8.com/highlight/detail?id=2120904478","media":"华尔街见闻","summary":"贝壳找房（以下简称贝壳）董事长左晖，是2020年开发商最羡慕的人。\n2020年房地产行业的大事件，除了恒大债务危机，就是贝壳上市，市值超万科了，这带给开发商大佬们的震撼、慨叹、启迪，至今未息。\n如果说","content":"<p><a href=\"https://laohu8.com/S/BEKE\">贝壳</a>找房（以下简称贝壳）董事长左晖，是2020年开发商最羡慕的人。</p>\n<p>2020年房地产行业的大事件，除了恒大债务危机，就是贝壳上市，市值超万科了，这带给开发商大佬们的震撼、慨叹、启迪，至今未息。</p>\n<p>如果说，房地产的互联网化在此之前还是镜花水月，是大佬们的不屑一顾或求而不得，贝壳的上市，则让他们看到了一个惊人的事实：房地产互联网真的可以变现，原本看不上的中介，身价也几百亿了。资本的游戏如此美妙。</p>\n<p>不过，左晖自有他的烦恼。3月16日，贝壳发布上市后的首份年报，虽然首次实现了盈利，但<b>其中超过一半是由新房交易带来的，贝壳引以为傲的ACN、楼盘字典，所谓护城河，并没能带来强劲的收入和利润增长。</b></p>\n<p><b>相反，新房、二手房正在接近天花板，扩张进入瓶颈期，且都面临区域市场更严厉的调控，以及规模增长、定价权带来的垄断风险。</b></p>\n<p>贝壳这个“独角兽”，撕下互联网的外衣，靠什么继续支撑5000亿的市值？在恒大、万科、龙湖等地产商纷纷自建平台，甚至介入二手房之后，贝壳的业务又如何增长？它的盈利状况，是否可持续？</p>\n<p>上市从来不是终点。摆在左晖面前的，都是难题。</p>\n<h2><b>沦为开发商代理？</b></h2>\n<p>毋庸置疑，贝壳已成为中国居住领域绝对的巨头。</p>\n<p>2020年，贝壳GTV（平台交易总额）3.5万亿，仅次于阿里，相当于3个<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、5个美团。</p>\n<p>其中，新房1.38万亿GTV，占全国新房交易量的8%，是<a href=\"https://laohu8.com/S/02007\">碧桂园</a>的1.8倍；1.94万亿的二手房GTV，占全国二手房交易量约四分之一。</p>\n<p>目前贝壳平台连接的经纪门店数量为4.69万家，经纪人接近50万，达到全国总量的四分之一。左晖的目标是，未来扩展到10万家门店、100万经纪人。</p>\n<p>2020年，<b>贝壳的新房交易营收首次超过了存量房交易营收，前者为379亿元，同比增长87.1%，高于后者的306亿元（同比仅增24.4%）。</b></p>\n<p>其中，非链家连接渠道完成的新房交易GTV同比增长102.7%至1.11万亿，贝壳没有公布由此带来的收入是多少。</p>\n<p>而非链家连接经纪人贡献的二手房GTV，虽然同比增长109.9%至9,281亿，但因此带来的收入仅有30亿。</p>\n<p><b>营收结构及增速的变化表明，新房交易已成为贝壳的主打业务和主要收入来源。</b></p>\n<p>两年前，左晖曾将链家比作开发商的“夜壶”，市场不好被拿来用，好了再放回去，“2019年新房GMV有15万亿+，真正通过外面渠道销售约20%，绝大多数还是靠开发商自销。二手房仍是贝壳的核心业务，新房GMV大概只占30%。”</p>\n<p><b>然而今天的贝壳，正在变得越来越像一家开发商代理公司。</b>占比40%－45%的新房交易量，以及超过一半的营收，让他们苦心建立的经纪人、楼盘“护城河”，越来越被服务于开发商了。</p>\n<p>虽然，开发商们并不希望通过贝壳这样的渠道卖房，因为佣金太高。渠道佣金起步1%，多则到10％，显然，通过渠道销售的房子越多，开发商的利润也就被分走的越多。</p>\n<p>但2018年四季度以来，市场的低迷让开发商找客户成了困难，链家和贝壳的“渠道费”高涨。有北京开发商人士对华尔街见闻表示，2017年之前链家收的北京新房渠道费用都在1%以下，2018年后逐渐提升到了3%以上。市场中也总有“贝壳推高房价”的质疑，因为高昂的渠道费，总要转嫁到购房者身上。</p>\n<h2><b>虚幻的“科技”标签</b></h2>\n<p>越来越多帮开发商卖房子的贝壳，与它讲给资本市场的故事，并不相符。</p>\n<p>10多年前，在北京干房屋中介的左晖，没想到有一天自己可以身价千亿，成为互联网大佬。</p>\n<p>但他确实是一个对互联网极其敏锐的人。2014年，在其他中介都还苦苦跑线下之时，链家网问世，同时开启上市计划，进行多轮融资。</p>\n<p>在资本的助推下，链家从北京到深圳、上海，疯狂收并购，高速网罗门店和经纪人；2018年年初，开放平台贝壳找房宣布成立，左晖把链家装进了贝壳，并邀请其他中介公司加入，引发了著名的贝壳、<a href=\"https://laohu8.com/S/WUBA\">58同城</a>之战。</p>\n<p><b>2020年9月，贝壳上市，抛出产业互联网、科技公司的故事，市场和投资者给予极高的热情。</b></p>\n<p>贝壳股价很快超过了地产龙头万科的3000亿，摸高到6000亿，令一众开发商羡慕不已。作为股东的万科、融创，都在中期业绩会上，表达了对“互联网”贝壳的关注。</p>\n<p>在美股中概股里，贝壳股价仅次于<a href=\"https://laohu8.com/S/TSM\">台积电</a>、阿里、拼多多、<a href=\"https://laohu8.com/S/JD\">京东</a>及<a href=\"https://laohu8.com/S/BIDU\">百度</a>。上市以来，贝壳股价涨幅已超过226%。</p>\n<p>贝壳的核心业务模式，是房屋交易平台、ACN（经纪人合作网络）模式，彭永东称，这是一个“门槛极高、大赛道，值得往十年去做”的领域。</p>\n<p><b>但时至今日，贝壳的收入和盈利模式仍来自于佣金和渠道费／分成，2020年，来自平台服务费的收入只有30亿。</b></p>\n<p>而当新房交易营收大过二手房，它和其他的中介代理比如<a href=\"https://laohu8.com/S/002285\">世联行</a>、易居，又有什么区别？</p>\n<p><b>与其说它是平台，不如说是建立了统一规则的中介联盟，尤其是在新房交易上，对开发商拥有了很大的话语权。</b></p>\n<p>这样的贝壳值多少钱？资本市场是否高估？5029亿的市值，对应27.78亿元的净利润，市盈率为181，即便按美国会计准则调整后的57.20亿元来算，市盈率也在87.9，远高于其他科技公司。</p>\n<p>有人说，贝壳不应该算市盈率，应该看市销率、用PCF估值法，有人反驳，“亏损之前，投资人可以各种估值法说它股价多合理，赚钱了反而就打破幻想，原来这业务就赚这么点钱。”这时候反而觉得它更贵了。</p>\n<p>从股价表现来看，贝壳上市后股价最高涨至79.4美元/股，但随后贝壳给出一个定增，股价便再没上过79。</p>\n<p>“贝壳去年刚上市募资20多亿美金，三个月后又定增25亿，说明非常缺钱。股价70多美金的时候，定增价格定在58，说明贝壳自己都觉得贵”，一名投资者说。</p>\n<h2><b>定价权与垄断的风险</b></h2>\n<p>贝壳5000亿的市值，是基于GTV给出的，也就是规模，然而规模与垄断之间，天然地存在悖论。</p>\n<p><b>一方面，贝壳通过快速收并购，让投资者看到了它的规模和增长，并且拥有了区域市场的定价权，但另一方面，垄断或接近垄断面临政策风险。</b></p>\n<p>目前，贝壳并没有下沉到四五线市场，在它重点布局的部分一二线、强三线城市，占据市场成交量的50%。</p>\n<p><b>贝壳最被诟病的动作是垄断性定价。中原地产首席分析师张大伟指出，除了在部分区域市场实际上垄断外，贝壳最大的问题是拥有了定价权。</b></p>\n<p>首先是新房渠道业务针对B端开发商提价，由于2019年房地产新房市场普遍低迷，贝壳在部分城市的新房渠道费率上涨。比如在北京，2017年之前，新房渠道费率在1%以下，从2018年起提到2%-3%，2019年起开始达到5%-8%，部分去化艰难项目达到10%以上。</p>\n<p>从财报看，粗略来说，贝壳2020年新房的佣金费率（收入／GTV）大约为2.75%。</p>\n<p>2019年，包括天津等地城市政府部门专门发文，狙击渠道费，比如规定不能超过6%等。</p>\n<p><b>2020年，阿里旗下的天猫好房成立，郁亮、莫斌作为贝壳的股东方，也和其他200多家地产商都去站台，背后正是他们对贝壳高昂渠道费的反感。</b></p>\n<p>其次是针对C端普通购房者的佣金涨价。目前，全国主流城市大部分中介的佣金费率在1-2%之间，贝壳、链家的佣金费则往往更高。</p>\n<p>业绩会上，有人问贝壳CEO彭永东，贝壳在有些城市佣金已经提高到3%了，会不会推广到其他地方？彭永东没有正面回答，但他表示，<b>希望佣金的比例能符合中介提供的服务水准。</b></p>\n<p><b>事实上，华尔街见闻发现，贝壳在多个城市已经提价。</b>去年12月底，郑州贝壳系所有门店宣布上调中介收费标准至3%，今年2月18日起，重庆贝壳系宣布服务费用调整为卖方1%、买方2%，此前则为卖方0%，买方2%。</p>\n<p>房产交易是普通<a href=\"https://laohu8.com/S/603883\">老百姓</a>一生中最大的财产交易，针对C端的佣金上调，引发大批购房者的反对呼声；2019年以来，业内多个“反壳联盟”横空出世，反对“贝壳一家独大”。</p>\n<p>景晖智库首席经济学家景晖认为，<b>今年贝壳还有可能增加中介经纪公司的平台费。</b></p>\n<p>“贝壳为了做独角兽，为了获得资本认可，一直采取高投入策略，走向垄断，而一旦形成垄断，各方面都会涨价。”胡景晖指出，定价权和垄断越高，风险越大。</p>\n<p><a href=\"https://laohu8.com/S/SFUN\">房天下控股</a>董事长莫天全认为，在二手房住房市场，如果一家公司或平台的市场占有率超过30%，理论上来说这家企业就可以左右市场价格走向，决定供需情况，更不用说交易环节费用的上涨。</p>\n<p><b>在二手房交易市场即将达到这一占有率的公司，只有贝壳。</b></p>\n<p>而针对互联网大平台的反垄断，国家层面的动作越来越多。去年11月至今，监管部门多次提出强化反垄断、防止资本无序扩张。</p>\n<p>对此贝壳不以为意。彭永东去年底回应，反垄断针对取得巨大市场份额的大型互联网公司，而贝壳成立刚两年半，未来还有很大的增长空间。</p>\n<p>胡景晖则认为，在房地产行业内，贝壳已经被打上垄断标签，“贝壳一直标榜流量、数据，在某种程度上，已经踩到线了”。</p>\n<h2><b>扩张陷入瓶颈</b></h2>\n<p>抛开垄断与否，看似风光的贝壳，暗流汹涌，扩张已经遇到了阻碍。</p>\n<p>贝壳整体交易额、净利润的增长，跟去年的特殊年份有很大关系。3月份，中国迅速走出疫情后，开发商急着卖房，叠加货币因素，新房交易量达到17.4万亿，再创历史新高。所以去年贝壳收入增长最快、最大的一部分，仍然是新房交易。</p>\n<p>胡景晖认为，新房市场越是接近峰值，越是意味着拐点到来，新房的再增长，最长维持不超过3-5年。</p>\n<p><b>贝壳还将面临更多的竞争者，分食市场。去年底，恒大房车宝上线，对标贝壳，万科、碧桂园、龙湖等大型房企，也纷纷成立了自己的房屋交易平台，这都将可能分走贝壳的流量。</b></p>\n<p>此外，过去几年，贝壳规模扩张太快，门店和经纪人数量的扩张，接下来面临瓶颈。据华尔街见闻了解，去年就有不少“退壳”的企业，“贝壳管理风格强硬，很多入驻企业并不适应，用统一标准来做全国市场是会出现问题的。”一些中介从业者说。</p>\n<p>而贝壳的立身之本，二手房市场，正面临前所未有的严厉调控。今年春节前后，以深圳、上海、杭州为代表的重点城市，首次出现强管控二手房房价的做法，并且针对中介平台不断出招。</p>\n<p>1月底，北京政府部门约谈中介机构，要求不能渲染、炒作房屋成交信息，减少带看次数等，其后贝壳开始隐藏每个小区的历史成交价格。</p>\n<p>没过几天，楼市火热的深圳出台二手房成交参考价新政，彻底打破了以贝壳为首的中介在二手房定价中的惯常玩法，贝壳的房源挂牌价格被迫下线。</p>\n<p>3月，杭州开始整顿中介市场秩序，贝壳系的链家门店、德佑门店被点名批评。杭州房管局还要求，中介平台展示的房源价格，和监管平台挂牌价格必须一致——这意味着，杭州也拿回了二手房价话语权。</p>\n<p><b>多个城市的二手房买卖陷入了博弈，交易量迅速转冷，巨变正在发生。</b></p>\n<p>从历史经验看，二手房市场在密集调控后会走入低谷，交易量的下滑，对贝壳这样的中间商的影响是巨大的。</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>便指出，贝壳面临的风险包括，房地产市场周期性和潜在的监管逆风、竞争加剧，以及与网络商店/开发商的关系管理，不如预期。</p>\n<p><b>胡景晖认为，政府针对中介平台的强监管不会放松，贝壳想要继续扩张，面临很大挑战，尤其是反垄断，“房产交易关乎国计民生，这些不可能由一个上市公司掌控”。</b></p>\n<p>上市前，市场传言，贝壳在B轮融资中签署了对赌协议，若无法在2020年上市成功，则需要返还64亿元+8%的利息。</p>\n<p>如今，身价千亿的左晖，终究也不过是个资本工具人罢了。</p>","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>5000亿贝壳的幻象</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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\">\n5000亿贝壳的幻象\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 14:45 北京时间 <a href=https://wallstreetcn.com/articles/3624003><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>贝壳找房（以下简称贝壳）董事长左晖，是2020年开发商最羡慕的人。\n2020年房地产行业的大事件，除了恒大债务危机，就是贝壳上市，市值超万科了，这带给开发商大佬们的震撼、慨叹、启迪，至今未息。\n如果说，房地产的互联网化在此之前还是镜花水月，是大佬们的不屑一顾或求而不得，贝壳的上市，则让他们看到了一个惊人的事实：房地产互联网真的可以变现，原本看不上的中介，身价也几百亿了。资本的游戏如此美妙。\n不过，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3624003\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b535c9a2fb31d3a8e79d1d3d90fd21a","relate_stocks":{"BEKE":"贝壳"},"source_url":"https://wallstreetcn.com/articles/3624003","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120904478","content_text":"贝壳找房（以下简称贝壳）董事长左晖，是2020年开发商最羡慕的人。\n2020年房地产行业的大事件，除了恒大债务危机，就是贝壳上市，市值超万科了，这带给开发商大佬们的震撼、慨叹、启迪，至今未息。\n如果说，房地产的互联网化在此之前还是镜花水月，是大佬们的不屑一顾或求而不得，贝壳的上市，则让他们看到了一个惊人的事实：房地产互联网真的可以变现，原本看不上的中介，身价也几百亿了。资本的游戏如此美妙。\n不过，左晖自有他的烦恼。3月16日，贝壳发布上市后的首份年报，虽然首次实现了盈利，但其中超过一半是由新房交易带来的，贝壳引以为傲的ACN、楼盘字典，所谓护城河，并没能带来强劲的收入和利润增长。\n相反，新房、二手房正在接近天花板，扩张进入瓶颈期，且都面临区域市场更严厉的调控，以及规模增长、定价权带来的垄断风险。\n贝壳这个“独角兽”，撕下互联网的外衣，靠什么继续支撑5000亿的市值？在恒大、万科、龙湖等地产商纷纷自建平台，甚至介入二手房之后，贝壳的业务又如何增长？它的盈利状况，是否可持续？\n上市从来不是终点。摆在左晖面前的，都是难题。\n沦为开发商代理？\n毋庸置疑，贝壳已成为中国居住领域绝对的巨头。\n2020年，贝壳GTV（平台交易总额）3.5万亿，仅次于阿里，相当于3个拼多多、5个美团。\n其中，新房1.38万亿GTV，占全国新房交易量的8%，是碧桂园的1.8倍；1.94万亿的二手房GTV，占全国二手房交易量约四分之一。\n目前贝壳平台连接的经纪门店数量为4.69万家，经纪人接近50万，达到全国总量的四分之一。左晖的目标是，未来扩展到10万家门店、100万经纪人。\n2020年，贝壳的新房交易营收首次超过了存量房交易营收，前者为379亿元，同比增长87.1%，高于后者的306亿元（同比仅增24.4%）。\n其中，非链家连接渠道完成的新房交易GTV同比增长102.7%至1.11万亿，贝壳没有公布由此带来的收入是多少。\n而非链家连接经纪人贡献的二手房GTV，虽然同比增长109.9%至9,281亿，但因此带来的收入仅有30亿。\n营收结构及增速的变化表明，新房交易已成为贝壳的主打业务和主要收入来源。\n两年前，左晖曾将链家比作开发商的“夜壶”，市场不好被拿来用，好了再放回去，“2019年新房GMV有15万亿+，真正通过外面渠道销售约20%，绝大多数还是靠开发商自销。二手房仍是贝壳的核心业务，新房GMV大概只占30%。”\n然而今天的贝壳，正在变得越来越像一家开发商代理公司。占比40%－45%的新房交易量，以及超过一半的营收，让他们苦心建立的经纪人、楼盘“护城河”，越来越被服务于开发商了。\n虽然，开发商们并不希望通过贝壳这样的渠道卖房，因为佣金太高。渠道佣金起步1%，多则到10％，显然，通过渠道销售的房子越多，开发商的利润也就被分走的越多。\n但2018年四季度以来，市场的低迷让开发商找客户成了困难，链家和贝壳的“渠道费”高涨。有北京开发商人士对华尔街见闻表示，2017年之前链家收的北京新房渠道费用都在1%以下，2018年后逐渐提升到了3%以上。市场中也总有“贝壳推高房价”的质疑，因为高昂的渠道费，总要转嫁到购房者身上。\n虚幻的“科技”标签\n越来越多帮开发商卖房子的贝壳，与它讲给资本市场的故事，并不相符。\n10多年前，在北京干房屋中介的左晖，没想到有一天自己可以身价千亿，成为互联网大佬。\n但他确实是一个对互联网极其敏锐的人。2014年，在其他中介都还苦苦跑线下之时，链家网问世，同时开启上市计划，进行多轮融资。\n在资本的助推下，链家从北京到深圳、上海，疯狂收并购，高速网罗门店和经纪人；2018年年初，开放平台贝壳找房宣布成立，左晖把链家装进了贝壳，并邀请其他中介公司加入，引发了著名的贝壳、58同城之战。\n2020年9月，贝壳上市，抛出产业互联网、科技公司的故事，市场和投资者给予极高的热情。\n贝壳股价很快超过了地产龙头万科的3000亿，摸高到6000亿，令一众开发商羡慕不已。作为股东的万科、融创，都在中期业绩会上，表达了对“互联网”贝壳的关注。\n在美股中概股里，贝壳股价仅次于台积电、阿里、拼多多、京东及百度。上市以来，贝壳股价涨幅已超过226%。\n贝壳的核心业务模式，是房屋交易平台、ACN（经纪人合作网络）模式，彭永东称，这是一个“门槛极高、大赛道，值得往十年去做”的领域。\n但时至今日，贝壳的收入和盈利模式仍来自于佣金和渠道费／分成，2020年，来自平台服务费的收入只有30亿。\n而当新房交易营收大过二手房，它和其他的中介代理比如世联行、易居，又有什么区别？\n与其说它是平台，不如说是建立了统一规则的中介联盟，尤其是在新房交易上，对开发商拥有了很大的话语权。\n这样的贝壳值多少钱？资本市场是否高估？5029亿的市值，对应27.78亿元的净利润，市盈率为181，即便按美国会计准则调整后的57.20亿元来算，市盈率也在87.9，远高于其他科技公司。\n有人说，贝壳不应该算市盈率，应该看市销率、用PCF估值法，有人反驳，“亏损之前，投资人可以各种估值法说它股价多合理，赚钱了反而就打破幻想，原来这业务就赚这么点钱。”这时候反而觉得它更贵了。\n从股价表现来看，贝壳上市后股价最高涨至79.4美元/股，但随后贝壳给出一个定增，股价便再没上过79。\n“贝壳去年刚上市募资20多亿美金，三个月后又定增25亿，说明非常缺钱。股价70多美金的时候，定增价格定在58，说明贝壳自己都觉得贵”，一名投资者说。\n定价权与垄断的风险\n贝壳5000亿的市值，是基于GTV给出的，也就是规模，然而规模与垄断之间，天然地存在悖论。\n一方面，贝壳通过快速收并购，让投资者看到了它的规模和增长，并且拥有了区域市场的定价权，但另一方面，垄断或接近垄断面临政策风险。\n目前，贝壳并没有下沉到四五线市场，在它重点布局的部分一二线、强三线城市，占据市场成交量的50%。\n贝壳最被诟病的动作是垄断性定价。中原地产首席分析师张大伟指出，除了在部分区域市场实际上垄断外，贝壳最大的问题是拥有了定价权。\n首先是新房渠道业务针对B端开发商提价，由于2019年房地产新房市场普遍低迷，贝壳在部分城市的新房渠道费率上涨。比如在北京，2017年之前，新房渠道费率在1%以下，从2018年起提到2%-3%，2019年起开始达到5%-8%，部分去化艰难项目达到10%以上。\n从财报看，粗略来说，贝壳2020年新房的佣金费率（收入／GTV）大约为2.75%。\n2019年，包括天津等地城市政府部门专门发文，狙击渠道费，比如规定不能超过6%等。\n2020年，阿里旗下的天猫好房成立，郁亮、莫斌作为贝壳的股东方，也和其他200多家地产商都去站台，背后正是他们对贝壳高昂渠道费的反感。\n其次是针对C端普通购房者的佣金涨价。目前，全国主流城市大部分中介的佣金费率在1-2%之间，贝壳、链家的佣金费则往往更高。\n业绩会上，有人问贝壳CEO彭永东，贝壳在有些城市佣金已经提高到3%了，会不会推广到其他地方？彭永东没有正面回答，但他表示，希望佣金的比例能符合中介提供的服务水准。\n事实上，华尔街见闻发现，贝壳在多个城市已经提价。去年12月底，郑州贝壳系所有门店宣布上调中介收费标准至3%，今年2月18日起，重庆贝壳系宣布服务费用调整为卖方1%、买方2%，此前则为卖方0%，买方2%。\n房产交易是普通老百姓一生中最大的财产交易，针对C端的佣金上调，引发大批购房者的反对呼声；2019年以来，业内多个“反壳联盟”横空出世，反对“贝壳一家独大”。\n景晖智库首席经济学家景晖认为，今年贝壳还有可能增加中介经纪公司的平台费。\n“贝壳为了做独角兽，为了获得资本认可，一直采取高投入策略，走向垄断，而一旦形成垄断，各方面都会涨价。”胡景晖指出，定价权和垄断越高，风险越大。\n房天下控股董事长莫天全认为，在二手房住房市场，如果一家公司或平台的市场占有率超过30%，理论上来说这家企业就可以左右市场价格走向，决定供需情况，更不用说交易环节费用的上涨。\n在二手房交易市场即将达到这一占有率的公司，只有贝壳。\n而针对互联网大平台的反垄断，国家层面的动作越来越多。去年11月至今，监管部门多次提出强化反垄断、防止资本无序扩张。\n对此贝壳不以为意。彭永东去年底回应，反垄断针对取得巨大市场份额的大型互联网公司，而贝壳成立刚两年半，未来还有很大的增长空间。\n胡景晖则认为，在房地产行业内，贝壳已经被打上垄断标签，“贝壳一直标榜流量、数据，在某种程度上，已经踩到线了”。\n扩张陷入瓶颈\n抛开垄断与否，看似风光的贝壳，暗流汹涌，扩张已经遇到了阻碍。\n贝壳整体交易额、净利润的增长，跟去年的特殊年份有很大关系。3月份，中国迅速走出疫情后，开发商急着卖房，叠加货币因素，新房交易量达到17.4万亿，再创历史新高。所以去年贝壳收入增长最快、最大的一部分，仍然是新房交易。\n胡景晖认为，新房市场越是接近峰值，越是意味着拐点到来，新房的再增长，最长维持不超过3-5年。\n贝壳还将面临更多的竞争者，分食市场。去年底，恒大房车宝上线，对标贝壳，万科、碧桂园、龙湖等大型房企，也纷纷成立了自己的房屋交易平台，这都将可能分走贝壳的流量。\n此外，过去几年，贝壳规模扩张太快，门店和经纪人数量的扩张，接下来面临瓶颈。据华尔街见闻了解，去年就有不少“退壳”的企业，“贝壳管理风格强硬，很多入驻企业并不适应，用统一标准来做全国市场是会出现问题的。”一些中介从业者说。\n而贝壳的立身之本，二手房市场，正面临前所未有的严厉调控。今年春节前后，以深圳、上海、杭州为代表的重点城市，首次出现强管控二手房房价的做法，并且针对中介平台不断出招。\n1月底，北京政府部门约谈中介机构，要求不能渲染、炒作房屋成交信息，减少带看次数等，其后贝壳开始隐藏每个小区的历史成交价格。\n没过几天，楼市火热的深圳出台二手房成交参考价新政，彻底打破了以贝壳为首的中介在二手房定价中的惯常玩法，贝壳的房源挂牌价格被迫下线。\n3月，杭州开始整顿中介市场秩序，贝壳系的链家门店、德佑门店被点名批评。杭州房管局还要求，中介平台展示的房源价格，和监管平台挂牌价格必须一致——这意味着，杭州也拿回了二手房价话语权。\n多个城市的二手房买卖陷入了博弈，交易量迅速转冷，巨变正在发生。\n从历史经验看，二手房市场在密集调控后会走入低谷，交易量的下滑，对贝壳这样的中间商的影响是巨大的。\n高盛便指出，贝壳面临的风险包括，房地产市场周期性和潜在的监管逆风、竞争加剧，以及与网络商店/开发商的关系管理，不如预期。\n胡景晖认为，政府针对中介平台的强监管不会放松，贝壳想要继续扩张，面临很大挑战，尤其是反垄断，“房产交易关乎国计民生，这些不可能由一个上市公司掌控”。\n上市前，市场传言，贝壳在B轮融资中签署了对赌协议，若无法在2020年上市成功，则需要返还64亿元+8%的利息。\n如今，身价千亿的左晖，终究也不过是个资本工具人罢了。","news_type":1,"symbols_score_info":{"BEKE":0.9}},"isVote":1,"tweetType":1,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[捂脸] [捂脸] ","listText":"华为永不造车[捂脸] [捂脸] [捂脸] ","text":"华为永不造车[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368662697","repostId":"1163942481","repostType":4,"repost":{"id":"1163942481","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":1614319025,"share":"https://ttm.financial/m/news/1163942481?lang=&edition=full","pubTime":"2021-02-26 13:57","market":"us","language":"zh","title":"华为回应造车传闻：重申不造车，帮助车企造好车","url":"https://stock-news.laohu8.com/highlight/detail?id=1163942481","media":"老虎资讯综合","summary":"2月26日，消息人士：华为计划推出自有品牌电动汽车；华为正和长安汽车、北汽蓝谷协商代工制造。受此消息影响，北汽蓝谷直线涨停，长安汽车大涨7%。就市场再次盛传的造车传闻，华为回应表示，公司策略不变：华为","content":"<p>2月26日，消息人士：华为计划推出自有品牌电动汽车；华为正和<a href=\"https://laohu8.com/S/000625\">长安汽车</a>、<a href=\"https://laohu8.com/S/600733\">北汽蓝谷</a>协商代工制造。</p><p>受此消息影响，北汽蓝谷直线涨停，长安汽车大涨7%。</p><p>就市场再次盛传的造车传闻，华为回应表示，公司策略不变：华为不造车，聚焦ICT技术，做智能汽车增量部件供应商，帮助车企造好车。</p><p><img src=\"https://static.tigerbbs.com/3915d43ab96ccb3317c92124a87a74f0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c49db11bea99d0ddbfbddf3def6c64e9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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>华为回应造车传闻：重申不造车，帮助车企造好车</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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华为回应造车传闻：重申不造车，帮助车企造好车\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\">2021-02-26 13:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月26日，消息人士：华为计划推出自有品牌电动汽车；华为正和<a href=\"https://laohu8.com/S/000625\">长安汽车</a>、<a href=\"https://laohu8.com/S/600733\">北汽蓝谷</a>协商代工制造。</p><p>受此消息影响，北汽蓝谷直线涨停，长安汽车大涨7%。</p><p>就市场再次盛传的造车传闻，华为回应表示，公司策略不变：华为不造车，聚焦ICT技术，做智能汽车增量部件供应商，帮助车企造好车。</p><p><img src=\"https://static.tigerbbs.com/3915d43ab96ccb3317c92124a87a74f0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c49db11bea99d0ddbfbddf3def6c64e9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8776326a073f38b9df528ccba693d04","relate_stocks":{"600733":"北汽蓝谷"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163942481","content_text":"2月26日，消息人士：华为计划推出自有品牌电动汽车；华为正和长安汽车、北汽蓝谷协商代工制造。受此消息影响，北汽蓝谷直线涨停，长安汽车大涨7%。就市场再次盛传的造车传闻，华为回应表示，公司策略不变：华为不造车，聚焦ICT技术，做智能汽车增量部件供应商，帮助车企造好车。","news_type":1,"symbols_score_info":{"600733":0.9}},"isVote":1,"tweetType":1,"viewCount":1850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369110419,"gmtCreate":1614007759131,"gmtModify":1614007759131,"author":{"id":"3574295790470636","authorId":"3574295790470636","name":"粉肠","avatar":"https://static.tigerbbs.com/0107bea6eb0c464151aeef32ea6d6f18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574295790470636","idStr":"3574295790470636"},"themes":[],"htmlText":"梭哈✈️","listText":"梭哈✈️","text":"梭哈✈️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369110419","repostId":"2113805379","repostType":2,"repost":{"id":"2113805379","kind":"news","pubTimestamp":1614002400,"share":"https://ttm.financial/m/news/2113805379?lang=&edition=full","pubTime":"2021-02-22 22:00","market":"us","language":"en","title":"Cyclo Therapeutics Unveils New Corporate Identity and Reaffirms Commitment to Improving Quality of Life and Providing Hope for Patients and Families","url":"https://stock-news.laohu8.com/highlight/detail?id=2113805379","media":"Business Wire","summary":"- The evolution of the Company’s brand identity aligns with Cyclo Therapeutics’ science-based, patie","content":"<html><body><p><i>- The evolution of the Company’s brand identity aligns with Cyclo Therapeutics’ science-based, patient-focus approach to drug development</i></p>\n<p><i>- Company developing cyclodextrin-based products for the treatment of diseases with significant unmet needs, including Niemann-Pick Disease Type C (NPC) and Alzheimer’s Disease (AD)</i></p>\n<p>Cyclo Therapeutics, Inc. (Nasdaq: CYTH) (\"Cyclo Therapeutics\" or the \"Company\"), a clinical stage biotechnology company developing cyclodextrin-based products for the treatment of Niemann-Pick Disease Type C and Alzheimer’s Disease, today unveiled its new corporate identity, which is intended to emphasize the Company’s commitment to improving quality of life, providing hope for patients and families through innovative life-changing medicine, and bringing awareness that we are all in this together.</p>\n<p>\"This coming Sunday, February 28<sup>th</sup>, is Rare Disease Day, an event meant to bring attention and hope to patients and families suffering from devastating and rare diseases, and who are left without treatment options,\" commented N. Scott Fine, CEO of Cyclo Therapeutics. \"In recognition of Rare Disease Day, we reaffirm our commitment to patients and families. Our re-branding reflects an identity in line with our mission and vision to bring hope to patients and families in indications where there remains significant unmet medical need.\"</p>\n<p><b>Mission: </b></p>\n<p>Dedicated to developing life-changing medicines through science and innovation for patients and families suffering from disease.</p>\n<p><b>Vision: </b></p>\n<p>Providing hope through patient-focused drug development to improve quality of life.</p>\n<p>The Company’s lead product in development, Trappsol<sup>®</sup> Cyclo™, is a proprietary formulation of hydroxypropyl beta cyclodextrin used intravenously (IV). Trappsol<sup>®</sup> Cyclo™ is currently in development for the treatment of NPC1, a rare genetic disorder causing cholesterol accumulation in lysosomes of cells, organ dysfunction and premature death. Functioning like the NPC1 protein, Trappsol<sup>®</sup> Cyclo™ has been shown to transport cholesterol out of cells, normalizing cholesterol metabolism. Following review of the Company’s Phase 1 and Phase 1/2 data, coupled with preclinical and compassionate use data, regulatory authorities acknowledged that IV hydroxypropyl beta cyclodextrin has the potential to treat systemic and neurologic manifestations of NPC and has the capacity when given intravenously to be a preventative treatment. The Company received FDA acknowledgment that the pivotal Phase 3 study may begin, and enrollment is targeted to commence in Q2 2021.</p>\n<p>Additionally, based on encouraging data from an Expanded Access program for late-onset Alzheimer’s Disease, the Company is planning to initiate an early phase clinical trial evaluating the use of Trappsol<sup>®</sup> Cyclo™ intravenously for the treatment of Alzheimer’s Disease.</p>\n<p>For more information about the Cyclo Therapeutics and its pipeline of products in development, please visit: www.cyclotherapeutics.com</p>\n<p><b>About Cyclo Therapeutics</b></p>\n<p>Cyclo Therapeutics, Inc. is a clinical-stage biotechnology company dedicated to developing life-changing medicines through science and innovation for patients and families suffering from disease. The company’s Trappsol<sup>®</sup> Cyclo™, an orphan drug designated product in the United States and Europe, is the subject of three ongoing formal clinical trials for Niemann-Pick Disease Type C, a rare and fatal genetic disease, (ClinicalTrials.gov NCT02939547, NCT02912793 and NCT02912793). The company is planning an early phase clinical trial using Trappsol<sup>®</sup> Cyclo™ intravenously in Alzheimer’s Disease based on encouraging data from an Expanded Access program for late-onset Alzheimer’s Disease (NCT03624842). Additional indications for the active ingredient in Trappsol<sup>®</sup> Cyclo™ are in development. For additional information, visit the company’s website: www.cyclotherapeutics.com.</p>\n<p><b>Safe Harbor Statement</b></p>\n<p>This press release contains \"forward-looking statements\" about the company’s current expectations about future results, performance, prospects and opportunities, including, without limitation, statements regarding the satisfaction of closing conditions relating to the offering and the anticipated use of proceeds from the offering. Statements that are not historical facts, such as \"anticipates,\" \"believes\" and \"expects\" or similar expressions, are forward-looking statements. These statements are subject to a number of risks, uncertainties and other factors that could cause actual results in future periods to differ materially from what is expressed in, or implied by, these statements. The factors which may influence the company’s future performance include the company’s ability to obtain additional capital to expand operations as planned, success in achieving regulatory approval for clinical protocols, enrollment of adequate numbers of patients in clinical trials, unforeseen difficulties in showing efficacy of the company’s biopharmaceutical products, success in attracting additional customers and profitable contracts, and regulatory risks associated with producing pharmaceutical grade and food products. These and other risk factors are described from time to time in the company’s filings with the Securities and Exchange Commission, including, but not limited to, the company’s reports on Forms 10-K and 10-Q. Unless required by law, the company assumes no obligation to update or revise any forward-looking statements as a result of new information or future events.</p>\n<p><span>View source version on businesswire.com: </span><span>https://www.businesswire.com/news/home/20210222005186/en/</span></p>\n<p><b>Contacts</b></p>\n<p><b>Investors: </b><br/>JTC Team, LLC<br/>Jenene Thomas<br/>(833) 475-8247<br/>CYTH@jtcir.com</p></body></html>","source":"yahoofinance","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>Cyclo Therapeutics Unveils New Corporate Identity and Reaffirms Commitment to Improving Quality of Life and Providing Hope for Patients and Families</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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\">\nCyclo Therapeutics Unveils New Corporate Identity and Reaffirms Commitment to Improving Quality of Life and Providing Hope for Patients and Families\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-22 22:00 GMT+8 <a href=https://finance.yahoo.com/news/cyclo-therapeutics-unveils-corporate-identity-140000396.html><strong>Business Wire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>- The evolution of the Company’s brand identity aligns with Cyclo Therapeutics’ science-based, patient-focus approach to drug development\n- Company developing cyclodextrin-based products for the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cyclo-therapeutics-unveils-corporate-identity-140000396.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/pEICq791ZL2XcuzWiOgbGw--~B/aD00ODA7dz00ODA7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/LFsGum.rZMjMkwUFXorNxw--~B/aD00ODA7dz00ODA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/business-wire.com/4a5d92fed062962031ebb19093a61ec5","relate_stocks":{"CYTH":"Cyclo Therapeutics"},"source_url":"https://finance.yahoo.com/news/cyclo-therapeutics-unveils-corporate-identity-140000396.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2113805379","content_text":"- The evolution of the Company’s brand identity aligns with Cyclo Therapeutics’ science-based, patient-focus approach to drug development\n- Company developing cyclodextrin-based products for the treatment of diseases with significant unmet needs, including Niemann-Pick Disease Type C (NPC) and Alzheimer’s Disease (AD)\nCyclo Therapeutics, Inc. (Nasdaq: CYTH) (\"Cyclo Therapeutics\" or the \"Company\"), a clinical stage biotechnology company developing cyclodextrin-based products for the treatment of Niemann-Pick Disease Type C and Alzheimer’s Disease, today unveiled its new corporate identity, which is intended to emphasize the Company’s commitment to improving quality of life, providing hope for patients and families through innovative life-changing medicine, and bringing awareness that we are all in this together.\n\"This coming Sunday, February 28th, is Rare Disease Day, an event meant to bring attention and hope to patients and families suffering from devastating and rare diseases, and who are left without treatment options,\" commented N. Scott Fine, CEO of Cyclo Therapeutics. \"In recognition of Rare Disease Day, we reaffirm our commitment to patients and families. Our re-branding reflects an identity in line with our mission and vision to bring hope to patients and families in indications where there remains significant unmet medical need.\"\nMission: \nDedicated to developing life-changing medicines through science and innovation for patients and families suffering from disease.\nVision: \nProviding hope through patient-focused drug development to improve quality of life.\nThe Company’s lead product in development, Trappsol® Cyclo™, is a proprietary formulation of hydroxypropyl beta cyclodextrin used intravenously (IV). Trappsol® Cyclo™ is currently in development for the treatment of NPC1, a rare genetic disorder causing cholesterol accumulation in lysosomes of cells, organ dysfunction and premature death. Functioning like the NPC1 protein, Trappsol® Cyclo™ has been shown to transport cholesterol out of cells, normalizing cholesterol metabolism. Following review of the Company’s Phase 1 and Phase 1/2 data, coupled with preclinical and compassionate use data, regulatory authorities acknowledged that IV hydroxypropyl beta cyclodextrin has the potential to treat systemic and neurologic manifestations of NPC and has the capacity when given intravenously to be a preventative treatment. The Company received FDA acknowledgment that the pivotal Phase 3 study may begin, and enrollment is targeted to commence in Q2 2021.\nAdditionally, based on encouraging data from an Expanded Access program for late-onset Alzheimer’s Disease, the Company is planning to initiate an early phase clinical trial evaluating the use of Trappsol® Cyclo™ intravenously for the treatment of Alzheimer’s Disease.\nFor more information about the Cyclo Therapeutics and its pipeline of products in development, please visit: www.cyclotherapeutics.com\nAbout Cyclo Therapeutics\nCyclo Therapeutics, Inc. is a clinical-stage biotechnology company dedicated to developing life-changing medicines through science and innovation for patients and families suffering from disease. The company’s Trappsol® Cyclo™, an orphan drug designated product in the United States and Europe, is the subject of three ongoing formal clinical trials for Niemann-Pick Disease Type C, a rare and fatal genetic disease, (ClinicalTrials.gov NCT02939547, NCT02912793 and NCT02912793). The company is planning an early phase clinical trial using Trappsol® Cyclo™ intravenously in Alzheimer’s Disease based on encouraging data from an Expanded Access program for late-onset Alzheimer’s Disease (NCT03624842). Additional indications for the active ingredient in Trappsol® Cyclo™ are in development. For additional information, visit the company’s website: www.cyclotherapeutics.com.\nSafe Harbor Statement\nThis press release contains \"forward-looking statements\" about the company’s current expectations about future results, performance, prospects and opportunities, including, without limitation, statements regarding the satisfaction of closing conditions relating to the offering and the anticipated use of proceeds from the offering. Statements that are not historical facts, such as \"anticipates,\" \"believes\" and \"expects\" or similar expressions, are forward-looking statements. These statements are subject to a number of risks, uncertainties and other factors that could cause actual results in future periods to differ materially from what is expressed in, or implied by, these statements. The factors which may influence the company’s future performance include the company’s ability to obtain additional capital to expand operations as planned, success in achieving regulatory approval for clinical protocols, enrollment of adequate numbers of patients in clinical trials, unforeseen difficulties in showing efficacy of the company’s biopharmaceutical products, success in attracting additional customers and profitable contracts, and regulatory risks associated with producing pharmaceutical grade and food products. These and other risk factors are described from time to time in the company’s filings with the Securities and Exchange Commission, including, but not limited to, the company’s reports on Forms 10-K and 10-Q. Unless required by law, the company assumes no obligation to update or revise any forward-looking statements as a result of new information or future events.\nView source version on businesswire.com: https://www.businesswire.com/news/home/20210222005186/en/\nContacts\nInvestors: JTC Team, LLCJenene Thomas(833) 475-8247CYTH@jtcir.com","news_type":1,"symbols_score_info":{"CYTH":0.9}},"isVote":1,"tweetType":1,"viewCount":2133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}