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窗外松
窗外松
·
2021-09-08
水滴跌回去了
开盘：中概游戏股集体走低，水滴涨超10%
9月8日，美股三大指数小幅低开，道指跌0.11%，纳指跌0.09%，标普500指数跌0.10%。 中概游戏股走低，网易跌逾3%，哔哩哔哩跌逾4%，虎牙跌逾2%。此前中央宣传部、国家新闻出版署有关负责
开盘：中概游戏股集体走低，水滴涨超10%
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窗外松
窗外松
·
2021-08-19
利好
市场消息：恒大正与小米谈判出售电动汽车部门的股份
市场消息：中国恒大集团正在与小米谈判出售电动汽车部门的股份。
市场消息：恒大正与小米谈判出售电动汽车部门的股份
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·
2021-08-12
度过难关
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窗外松
窗外松
·
2021-08-11
时机不对，就是不涨
监管新动向，地产股暴跌！今年上市的三巽集团，股价为何0涨跌？
截至目前，今年内唯一一家完成IPO上市的房企三巽集团，自7月19日上市以来，截至今天收盘，连续6个交易日，涨跌幅为0。02其实，如今看来是幸运儿的三巽集团，其上市之路颇为不易。三巽集团营收体量方面较小，2020年受影响明显，增速放缓。至少从截至今年4月底的数据来看，三巽集团很努力在改变这一现状。幸运的是，三巽集团的坚持不懈终于熬到了上市，且股价保持了0涨跌，暂时未受大影响。
监管新动向，地产股暴跌！今年上市的三巽集团，股价为何0涨跌？
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窗外松
·
2021-08-06
故事很好😂
水滴公司入选《亚洲保险评论》2021亚洲保险科技Top25榜单
近日，亚洲保险行业专业杂志《亚洲保险评论》联合CBInsight及韦莱韬悦，共同评选出“2021亚洲保险科技Top25”榜单。榜单显示中国和印度吸引了亚太地区78%的保险科技投资，是亚洲保险业的增长引...
水滴公司入选《亚洲保险评论》2021亚洲保险科技Top25榜单
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2021-06-28
无语😓
非常抱歉，此主贴已删除
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2021-06-17
背靠大树好乘凉
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2021-06-16
支持发展卡脖子技术
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·
2021-06-12
Tiger is here
老虎七周年：在全球与你不期而遇
老虎七周年：在全球与你不期而遇
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窗外松
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2021-06-12
boss直聘发现大涨
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href=\"https://laohu8.com/S/0O59.UK\">赛诺菲</a>(SNY.O)将以19亿美元收购该公司。</p>\n<p>Coinbase跌超3%，拟发行“借贷”产品遭美国证券交易委员会起诉威胁。</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>开盘：中概游戏股集体走低，水滴涨超10%</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 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class=\"title\">\n开盘：中概游戏股集体走低，水滴涨超10%\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\">2021-09-08 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月8日，美股三大指数小幅低开，道指跌0.11%，纳指跌0.09%，标普500指数跌0.10%。</p>\n<p><img src=\"https://static.tigerbbs.com/91f8790bff69506280ad35a05d1519ba\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>中概游戏股走低，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌逾3%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌逾4%，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>跌逾2%。此前中央宣传部、国家新闻出版署有关负责人约谈<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>等游戏企业和平台。</p>\n<p>新能源汽车股走低，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超4%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超2%。</p>\n<p><a href=\"https://laohu8.com/S/WDH\">水滴</a>涨超10%，公司第二季度营收同比增长38%，首年保费收入接近翻倍。</p>\n<p>生物制药公司KADMON涨超73%，<a href=\"https://laohu8.com/S/0O59.UK\">赛诺菲</a>(SNY.O)将以19亿美元收购该公司。</p>\n<p>Coinbase跌超3%，拟发行“借贷”产品遭美国证券交易委员会起诉威胁。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","WDH":"水滴",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159311366","content_text":"9月8日，美股三大指数小幅低开，道指跌0.11%，纳指跌0.09%，标普500指数跌0.10%。\n\n中概游戏股走低，网易跌逾3%，哔哩哔哩跌逾4%，虎牙跌逾2%。此前中央宣传部、国家新闻出版署有关负责人约谈腾讯、网易等游戏企业和平台。\n新能源汽车股走低，蔚来跌超4%，小鹏汽车跌超2%。\n水滴涨超10%，公司第二季度营收同比增长38%，首年保费收入接近翻倍。\n生物制药公司KADMON涨超73%，赛诺菲(SNY.O)将以19亿美元收购该公司。\nCoinbase跌超3%，拟发行“借贷”产品遭美国证券交易委员会起诉威胁。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"WDH":0.9}},"isVote":1,"tweetType":1,"viewCount":2009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838359462,"gmtCreate":1629376734056,"gmtModify":1629376734056,"author":{"id":"3581645282528750","authorId":"3581645282528750","name":"窗外松","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645282528750","authorIdStr":"3581645282528750"},"themes":[],"htmlText":"利好","listText":"利好","text":"利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838359462","repostId":"1187481946","repostType":4,"repost":{"id":"1187481946","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":1629370512,"share":"https://www.laohu8.com/m/news/1187481946?lang=&edition=full","pubTime":"2021-08-19 18:55","market":"hk","language":"zh","title":"市场消息：恒大正与小米谈判出售电动汽车部门的股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1187481946","media":"老虎资讯综合","summary":"市场消息：中国恒大集团正在与小米谈判出售电动汽车部门的股份。","content":"<p>市场消息：中国恒大集团正在与小米谈判出售电动汽车部门的股份。</p>\n<p><img src=\"https://static.tigerbbs.com/de01d626f6bf1c10af19690853f1a1b5\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/e9cee1d0febf22098d3546faccb7676d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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>市场消息：恒大正与小米谈判出售电动汽车部门的股份</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市场消息：恒大正与小米谈判出售电动汽车部门的股份\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\">2021-08-19 18:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>市场消息：中国恒大集团正在与小米谈判出售电动汽车部门的股份。</p>\n<p><img src=\"https://static.tigerbbs.com/de01d626f6bf1c10af19690853f1a1b5\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/e9cee1d0febf22098d3546faccb7676d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7b6f993a5f8d78485f7cb0eefa540f23","relate_stocks":{"01810":"小米集团-W","00708":"恒大汽车","03333":"中国恒大"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187481946","content_text":"市场消息：中国恒大集团正在与小米谈判出售电动汽车部门的股份。","news_type":1,"symbols_score_info":{"00708":0.9,"01810":0.9,"03333":0.9}},"isVote":1,"tweetType":1,"viewCount":2253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895528006,"gmtCreate":1628757955805,"gmtModify":1628757955805,"author":{"id":"3581645282528750","authorId":"3581645282528750","name":"窗外松","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645282528750","authorIdStr":"3581645282528750"},"themes":[],"htmlText":"度过难关","listText":"度过难关","text":"度过难关","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895528006","repostId":"2158286748","repostType":2,"isVote":1,"tweetType":1,"viewCount":2728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892803630,"gmtCreate":1628646336420,"gmtModify":1628646336420,"author":{"id":"3581645282528750","authorId":"3581645282528750","name":"窗外松","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645282528750","authorIdStr":"3581645282528750"},"themes":[],"htmlText":"时机不对，就是不涨","listText":"时机不对，就是不涨","text":"时机不对，就是不涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892803630","repostId":"2155035908","repostType":2,"repost":{"id":"2155035908","kind":"news","pubTimestamp":1627481854,"share":"https://www.laohu8.com/m/news/2155035908?lang=&edition=full","pubTime":"2021-07-28 22:17","market":"sh","language":"zh","title":"监管新动向，地产股暴跌！今年上市的三巽集团，股价为何0涨跌？","url":"https://stock-news.laohu8.com/highlight/detail?id=2155035908","media":"闺蜜财经","summary":"截至目前，今年内唯一一家完成IPO上市的房企三巽集团，自7月19日上市以来，截至今天收盘，连续6个交易日，涨跌幅为0。02其实，如今看来是幸运儿的三巽集团，其上市之路颇为不易。三巽集团营收体量方面较小，2020年受影响明显，增速放缓。至少从截至今年4月底的数据来看，三巽集团很努力在改变这一现状。幸运的是，三巽集团的坚持不懈终于熬到了上市，且股价保持了0涨跌，暂时未受大影响。","content":"<html><body><div></div><p><font>本周，股市哀嚎一片，尤其是教培和地产股，跌到惨不忍睹。</font></p><p><font>然而，蜜姐发现一个有意思的现象。</font></p><p><font>截至目前，今年内唯一一家完成IPO上市的房企<a href=\"https://laohu8.com/S/06611\">三巽集团</a>，自7月19日上市以来，截至今天收盘，连续6个交易日，涨跌幅为0。似乎并不受大行情的影响，到底是坚挺还是幸运？</font></p><div><img src=\"http://k.sinaimg.cn/n/sinakd20210728ac/349/w651h498/20210728/9c93-c85fb4928f971bf1c1fb590e3fade22f.png/w720fin.jpg\"/></div><p><font>01</font></p><p><font>近期，监管新消息不断传出，地产股和物企股均持续下跌。</font></p><p><font>上周五，住建部官网发布了一则新消息：住房和城乡建设部、国家发展改革委、公安部、自然资源部、税务总局、市场监管总局、银保监会、国家网信8部门联合发文，要求持续整治规范房地产市场秩序。</font></p><p><font>消息显示，发文实际时间为7月13日，在官网发布前十来天已经开始执行。</font></p><p><font>通知中提到监管定位、目标，蜜友们应该都早已耳熟能详，比如房住不炒，比如“稳地价、稳房价、稳预期”……</font></p><p><font>楼市调控持续且趋严的态势明显。</font></p><p><font>此次重点整治包括房地产开发、房屋买卖、住房租赁、物业服务等领域。覆盖范围之广，也可见监管的决心。</font></p><p><font>该消息还未被市场消化，本周一，媒体报道被纳入“三道红线”试点的几十家重点房企，迎来了新挑战：买地金额不得超年度销售额40%。</font></p><div><img src=\"http://k.sinaimg.cn/n/sinakd20210728ac/414/w244h170/20210728/a6a7-293ea587bebdb4c86a9f1294ddb7eebf.jpg/w720fin.jpg\"/></div><p><font>图片来源|财联社（特此感谢！）</font></p><p><font>此外，截至目前，深圳、宁波、成都、西安、上海、绍兴、无锡7个城市已宣布实施二手房参考价制度。</font></p><p><font>监管的细致程度、覆盖范围应该说是前所未有的。</font></p><p><font>如此大背景之下，三巽集团赶在6月下旬通过聆讯，7月19日正式上市，应该说非常幸运。</font></p><p><font>02</font></p><p><font>其实，如今看来是幸运儿的三巽集团，其上市之路颇为不易。</font></p><p><font>三巽集团的创始人兼执行董事钱堃及安娟早在2004年就进入了房地产行业，不过彼时主要是搞投资，直到2010年才正式成立地产开发公司，早年发家于安徽省滁州市。</font></p><p><font>三巽集团入场时间并不晚，然而直到2019年才首次在港交所递交招股书。</font></p><p><font>2019-2020年，它三次递表，均折戟而归。</font></p><p><font>直到今年6月，第四次递表的三巽集团终于通过港交所聆讯。</font></p><p><font>据招股书披露，三巽集团主要由创始人及相关方持股，2019-2020年的营收分别为31.09亿元、39.46亿元；归母净利润分别为4.42亿元，3.67亿元，同比增幅为667%和-16.9%。</font></p><p><font>三巽集团营收体量方面较小，2020年受影响明显，增速放缓。</font></p><div><img src=\"http://k.sinaimg.cn/n/sinakd20210728ac/532/w1030h302/20210728/7fcf-afac1f18c547dafe3eca7cee7c4f73d3.png/w720fin.jpg\"/></div><p><font>图片来源|<a href=\"https://laohu8.com/S/300059\">东方财富</a>网（特此感谢！）</font></p><p><font>2018年三巽集团将总部迁往上海，按照其定位，植根安徽省，布局长三角地区，然而对安徽省的依赖程度仍然很高。</font></p><div><img src=\"http://k.sinaimg.cn/n/sinakd20210728ac/707/w994h513/20210728/9943-6832ada41bc1f437b3fa9efadb034f9a.png/w720fin.jpg\"/></div><p><font>以招股书中的土地储备及物业组合数据为例，截至今年4月底，三巽集团位于安徽省内的土地储备占总土地储备的比例高达82.3%！</font></p><p><font>同期，三巽集团及其联营公司拥有的44个处于不同开发阶段的项目中，有34个位于安徽省，力图开拓的长三角地区，仅9个项目在江苏省，此外，仅1个项目在山东省。</font></p><p><font>收入方面对于区域的依赖表现更加明显。</font></p><p><font>2018-2020年，其来自安徽省销售物业的收入占比分别为100.0%、100.0%及90.3%。</font></p><p><font>当然，在安徽省内，三巽集团还是很有优势。</font></p><p><font>数据显示，2019年，总部位于或业务重点位于安徽省的私人房企中，三巽集团的营收排名第三。</font></p><p><font>也许前两年三次冲击IPO失败，也与其过度的区域依赖不无关系。至少从截至今年4月底的数据来看，三巽集团很努力在改变这一现状。</font></p><p><font>另外，合约销售额方面，据亿翰智库的数据显示，三巽集团的合约销售额排名，由2018年的130名提升至2020年71名。为了上市，2019-2020年，确实很拼。</font></p><p><font>03</font></p><p><font>在楼市调控越来越严的大背景之下，三巽集团的四次赴港冲刺IPO，从一家企业的发展来看，还是很励志。</font></p><p><font>励志的背后，或许也是因为压力大才动力足。</font></p><p><font>如大部分中小房企一样，三巽集团负债压力较大，2018-2020年，其资产负债率分别高达140.5%、204.0%、135.9%。</font></p><div><img src=\"http://k.sinaimg.cn/n/sinakd20210728ac/83/w702h181/20210728/6fa7-1a5621479844436f4ec0a2d1b1254366.png/w720fin.jpg\"/></div><p><font>随着扩张和民企的融资成本普遍较高，2018-2020年，三巽集团的融资成本也是明显增加，分别为8.6百万、44.3百万及22.1百万。</font></p><p><font>对于如三巽集团一样，全国扩张脚步相对较晚的中小房企来说，未来压力大的主要方面包括：融资、新区域开拓、增速及拿地。</font></p><p><font>其压力有多大，以三巽集团的土地使用权成本为例。</font></p><p><font>招股书披露，2018-2020年，其土地使用权成本分别为142.9百万元、716.5百万元和1102.1百万元，同期，其土地使用权成本增加5%则可能导致其相关年度的除税前溢利减少约8.1%、5.2%及8.5%。</font></p><p><font>幸运的是，三巽集团的坚持不懈终于熬到了上市，且股价保持了0涨跌，暂时未受大影响。</font></p><p><font>然而，如果细看会发现它的交易量也颇低，资本市场对其的态度也相当冷淡。</font></p><p><font>新一轮的监管之下，如三巽集团一样的中小房企们，更艰难的挑战或许才刚刚开始。</font></p></body></html>","source":"sina_symbol","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>监管新动向，地产股暴跌！今年上市的三巽集团，股价为何0涨跌？</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监管新动向，地产股暴跌！今年上市的三巽集团，股价为何0涨跌？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 22:17 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6430223479_17f456c770010152xw.html><strong>闺蜜财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周，股市哀嚎一片，尤其是教培和地产股，跌到惨不忍睹。然而，蜜姐发现一个有意思的现象。截至目前，今年内唯一一家完成IPO上市的房企三巽集团，自7月19日上市以来，截至今天收盘，连续6个交易日，涨跌幅为0。似乎并不受大行情的影响，到底是坚挺还是幸运？01近期，监管新消息不断传出，地产股和物企股均持续下跌。上周五，住建部官网发布了一则新消息：住房和城乡建设部、国家发展改革委、公安部、自然资源部、...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6430223479_17f456c770010152xw.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3032b14c2473d66d67c993a1e0a753c0","relate_stocks":{"06611":"三巽集团"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6430223479_17f456c770010152xw.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155035908","content_text":"本周，股市哀嚎一片，尤其是教培和地产股，跌到惨不忍睹。然而，蜜姐发现一个有意思的现象。截至目前，今年内唯一一家完成IPO上市的房企三巽集团，自7月19日上市以来，截至今天收盘，连续6个交易日，涨跌幅为0。似乎并不受大行情的影响，到底是坚挺还是幸运？01近期，监管新消息不断传出，地产股和物企股均持续下跌。上周五，住建部官网发布了一则新消息：住房和城乡建设部、国家发展改革委、公安部、自然资源部、税务总局、市场监管总局、银保监会、国家网信8部门联合发文，要求持续整治规范房地产市场秩序。消息显示，发文实际时间为7月13日，在官网发布前十来天已经开始执行。通知中提到监管定位、目标，蜜友们应该都早已耳熟能详，比如房住不炒，比如“稳地价、稳房价、稳预期”……楼市调控持续且趋严的态势明显。此次重点整治包括房地产开发、房屋买卖、住房租赁、物业服务等领域。覆盖范围之广，也可见监管的决心。该消息还未被市场消化，本周一，媒体报道被纳入“三道红线”试点的几十家重点房企，迎来了新挑战：买地金额不得超年度销售额40%。图片来源|财联社（特此感谢！）此外，截至目前，深圳、宁波、成都、西安、上海、绍兴、无锡7个城市已宣布实施二手房参考价制度。监管的细致程度、覆盖范围应该说是前所未有的。如此大背景之下，三巽集团赶在6月下旬通过聆讯，7月19日正式上市，应该说非常幸运。02其实，如今看来是幸运儿的三巽集团，其上市之路颇为不易。三巽集团的创始人兼执行董事钱堃及安娟早在2004年就进入了房地产行业，不过彼时主要是搞投资，直到2010年才正式成立地产开发公司，早年发家于安徽省滁州市。三巽集团入场时间并不晚，然而直到2019年才首次在港交所递交招股书。2019-2020年，它三次递表，均折戟而归。直到今年6月，第四次递表的三巽集团终于通过港交所聆讯。据招股书披露，三巽集团主要由创始人及相关方持股，2019-2020年的营收分别为31.09亿元、39.46亿元；归母净利润分别为4.42亿元，3.67亿元，同比增幅为667%和-16.9%。三巽集团营收体量方面较小，2020年受影响明显，增速放缓。图片来源|东方财富网（特此感谢！）2018年三巽集团将总部迁往上海，按照其定位，植根安徽省，布局长三角地区，然而对安徽省的依赖程度仍然很高。以招股书中的土地储备及物业组合数据为例，截至今年4月底，三巽集团位于安徽省内的土地储备占总土地储备的比例高达82.3%！同期，三巽集团及其联营公司拥有的44个处于不同开发阶段的项目中，有34个位于安徽省，力图开拓的长三角地区，仅9个项目在江苏省，此外，仅1个项目在山东省。收入方面对于区域的依赖表现更加明显。2018-2020年，其来自安徽省销售物业的收入占比分别为100.0%、100.0%及90.3%。当然，在安徽省内，三巽集团还是很有优势。数据显示，2019年，总部位于或业务重点位于安徽省的私人房企中，三巽集团的营收排名第三。也许前两年三次冲击IPO失败，也与其过度的区域依赖不无关系。至少从截至今年4月底的数据来看，三巽集团很努力在改变这一现状。另外，合约销售额方面，据亿翰智库的数据显示，三巽集团的合约销售额排名，由2018年的130名提升至2020年71名。为了上市，2019-2020年，确实很拼。03在楼市调控越来越严的大背景之下，三巽集团的四次赴港冲刺IPO，从一家企业的发展来看，还是很励志。励志的背后，或许也是因为压力大才动力足。如大部分中小房企一样，三巽集团负债压力较大，2018-2020年，其资产负债率分别高达140.5%、204.0%、135.9%。随着扩张和民企的融资成本普遍较高，2018-2020年，三巽集团的融资成本也是明显增加，分别为8.6百万、44.3百万及22.1百万。对于如三巽集团一样，全国扩张脚步相对较晚的中小房企来说，未来压力大的主要方面包括：融资、新区域开拓、增速及拿地。其压力有多大，以三巽集团的土地使用权成本为例。招股书披露，2018-2020年，其土地使用权成本分别为142.9百万元、716.5百万元和1102.1百万元，同期，其土地使用权成本增加5%则可能导致其相关年度的除税前溢利减少约8.1%、5.2%及8.5%。幸运的是，三巽集团的坚持不懈终于熬到了上市，且股价保持了0涨跌，暂时未受大影响。然而，如果细看会发现它的交易量也颇低，资本市场对其的态度也相当冷淡。新一轮的监管之下，如三巽集团一样的中小房企们，更艰难的挑战或许才刚刚开始。","news_type":1,"symbols_score_info":{"06611":1}},"isVote":1,"tweetType":1,"viewCount":2662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899582225,"gmtCreate":1628206615067,"gmtModify":1628206615067,"author":{"id":"3581645282528750","authorId":"3581645282528750","name":"窗外松","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581645282528750","authorIdStr":"3581645282528750"},"themes":[],"htmlText":"故事很好😂","listText":"故事很好😂","text":"故事很好😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899582225","repostId":"2156125144","repostType":2,"repost":{"id":"2156125144","kind":"news","pubTimestamp":1627980060,"share":"https://www.laohu8.com/m/news/2156125144?lang=&edition=full","pubTime":"2021-08-03 16:41","market":"hk","language":"zh","title":"水滴公司入选《亚洲保险评论》2021亚洲保险科技Top25榜单","url":"https://stock-news.laohu8.com/highlight/detail?id=2156125144","media":"经济观察网","summary":"近日，亚洲保险行业专业杂志《亚洲保险评论》联合CBInsight及韦莱韬悦，共同评选出“2021亚洲保险科技Top25”榜单。榜单显示中国和印度吸引了亚太地区78%的保险科技投资，是亚洲保险业的增长引...","content":"<div>\n<p>近日，亚洲保险行业专业杂志《亚洲保险评论》联合CB Insight及韦莱韬悦，共同评选出“2021亚洲保险科技Top25”榜单。榜单显示中国和印度吸引了亚太地区78%的保险科技投资，是亚洲保险业的增长引擎。其中，国内领先独立保险科技平台水滴公司位列榜单Top3，这些入选企业被认为是亚洲保险科技的领跑者。 《亚洲保险评论》表示，全球保险科技的投资在今年一季度再创新高，这一趋势反映了保险业对技术的...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202108032028466573.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","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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《亚洲保险评论》表示，全球保险科技的投资在今年一季度再创新高，这一趋势反映了保险业对技术的...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202108032028466573.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c7221d934f1008e531bdf79c8cfe0ee","relate_stocks":{"WDH":"水滴"},"source_url":"http://finance.eastmoney.com/a/202108032028466573.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156125144","content_text":"近日，亚洲保险行业专业杂志《亚洲保险评论》联合CB Insight及韦莱韬悦，共同评选出“2021亚洲保险科技Top25”榜单。榜单显示中国和印度吸引了亚太地区78%的保险科技投资，是亚洲保险业的增长引擎。其中，国内领先独立保险科技平台水滴公司位列榜单Top3，这些入选企业被认为是亚洲保险科技的领跑者。 《亚洲保险评论》表示，全球保险科技的投资在今年一季度再创新高，这一趋势反映了保险业对技术的巨大需求。安永调查认为，保险科技的价值将体现在整个保险产业链条中，将在智能定价、承保、线上运营、理赔等方面创造新的价值，未来三年的价值将高于过去三年。 水滴公司成立于2016年，是中国领先的保险和健康服务科技平台。旗下互联网保险平台水滴保，致力于用科技助推普惠保险，提供更多高性价比的产品和极致的服务体验。截止2020年12月，累计保险用户数已经超过7940万。 经过近5年发展，水滴公司已经逐步形成“AI+Blockchain+Data=Construction”的科技战略，通过技术赋能保险和健康产业，从而实现线上化、流程化、数据化和智能化。目前水滴保已经完成了承保核保、续费续保、退费退保以及保全服务的智能线上化，并且实现率接近100%，实现用户全链条自助式服务，进而也推动了保险行业标准化。 在保险营销环节，水滴通过推荐算法进行智能匹配保险产品，通过策略差异化为实现保险产品的精准推荐，减少用户决策时间。 在用户线上或电话咨询时，语音识别、语义理解和多轮对话能力搭建的“AI坐席助手”智能客服系统能够帮助服务人员更懂用户的诉求。全程帮助客服转译方言、医疗专业术语等关键信息并辅助回答、解决问题。同时，智能客服系统还可以通过AI不断学习，沉淀并优化话术模板，充分保障了用户体验的同时也大幅度降低人力成本。 在用户最关心的保险理赔环节，水滴建设并规模应用智能理赔系统，通过全流程智能化作业，为用户带来全新的理赔体验。目前，该系统已经覆盖了超过50%以上的日常理赔案件，准确率可达99.7%，辅助提效55.9%。目前水滴理赔平均时效仅为15.7小时，最快理赔时效仅为8秒。 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