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Bipen
Bipen
·
01-25
终于升级了。
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Bipen
Bipen
·
2024-12-19
$英伟达(NVDA)$
做丅吧,现在能买到时就上车,135左右卖出。
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Bipen
Bipen
·
2024-11-20
看涨。
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Bipen
Bipen
·
2024-09-19
$英伟达(NVDA)$
可能要涨。
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2
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Bipen
Bipen
·
2021-09-09
看过。
小米集团:今日耗资约9817万港元,回购410万股
9月9日,小米集团:今日回购410万股股份,耗资约9817万港元。
小米集团:今日耗资约9817万港元,回购410万股
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Bipen
Bipen
·
2021-08-31
己阅读
上市后首份财报出炉,先瑞达医疗-B(06669)收入毛利“双百”增长
8月30日晚间,“敲钟”不久的中国创新介入医疗器械龙头企业先瑞达医疗-B,马不停蹄地公布了其上市以来的首份中期财报。财报显示,公司开始录得营收主要得益于PTA球囊产品及DCB产品推出。截至2021上半年,该公司收入1.4亿元,同比增长106%,毛利1.23亿,同比增长108%,实现“双百”增长。此次财报同时披露了一项针对其获批产品AcoArt Orchid&Dhalia的临床研究结果。同时,先瑞达在扩大DCB产品适应症方面亦为业内先驱。
上市后首份财报出炉,先瑞达医疗-B(06669)收入毛利“双百”增长
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Bipen
Bipen
·
2021-08-09
阅
【异动股】青岛啤酒股份(00168.HK)涨5.28%
【财华社讯】青岛啤酒股份(00168.HK)截至10:56上涨5.28%,现报65.8港元,涨3.3港元。成交160万股,涉资1.03亿元。(出处:FinetAI)
【异动股】青岛啤酒股份(00168.HK)涨5.28%
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Bipen
Bipen
·
2021-08-09
己阅
东北证券:予盛新锂能(002240.SZ)“增持”评级 锂盐业务量价齐升 驱动业绩爆发式增长
智通财经APP获悉,东北证券发布研究报告称,预计盛新锂能2021/2022/2023年归母净利润6.2/10.7/12.9亿元。给予“增持”评级。东北证券主要观点如下:业务结构再优化,锂盐业务迎来爆发式增长。2)量价齐升推动锂盐业务营收迅速扩张。随着下游需求走旺、锂盐产能持续释放,2021H1公司锂盐产量/销量达1.85/1.77万吨,同比+150%/+324%,同时锂盐产品均价约5.6万元,同比上涨约38%,量价齐升下公司锂盐营收同比+484%。
东北证券:予盛新锂能(002240.SZ)“增持”评级 锂盐业务量价齐升 驱动业绩爆发式增长
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Bipen
Bipen
·
2021-08-05
阅
非常抱歉,此主贴已删除
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Bipen
Bipen
·
2021-07-09
$小米集团-W(01810)$
盈亏自知,何时是头。
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09:15","market":"hk","language":"zh","title":"上市后首份财报出炉,先瑞达医疗-B(06669)收入毛利“双百”增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2163839489","media":"智通财经","summary":"8月30日晚间,“敲钟”不久的中国创新介入医疗器械龙头企业先瑞达医疗-B,马不停蹄地公布了其上市以来的首份中期财报。财报显示,公司开始录得营收主要得益于PTA球囊产品及DCB产品推出。截至2021上半年,该公司收入1.4亿元,同比增长106%,毛利1.23亿,同比增长108%,实现“双百”增长。此次财报同时披露了一项针对其获批产品AcoArt Orchid&Dhalia的临床研究结果。同时,先瑞达在扩大DCB产品适应症方面亦为业内先驱。","content":"<html><body><article><p>8月30日晚间,“敲钟”不久的中国创新介入医疗器械龙头企业<a href=\"https://laohu8.com/S/06669\">先瑞达医疗-B</a>(06669),马不停蹄地公布了其上市以来的首份中期财报。在资本市场上的聚光灯下,先瑞达充分展现出,其在创新研发驱动之下,开始逐渐释放的业绩潜力和市场竞争力。</p><p>先瑞达医疗是中国创新的介入医疗器械企业,专注于提供血管疾病的“介入无植入及血栓抽吸导管”治疗方案,开发出一套具有世界领先技术(尤其适用于药物涂层球囊(DCB)领域)的介入医疗器械。</p><p>智通财经APP了解到,先瑞达的产品主要专注于血管疾病介入治疗,涉及药物涂层球囊(DCB)、外周球囊扩张导管(PTA)等。财报显示,公司开始录得营收主要得益于PTA球囊产品及DCB产品推出。截至2021上半年,该公司收入1.4亿元,同比增长106%,<span>毛利</span>1.23亿,同比增长108%,实现“双百”增长。公司一直保持超过80%的毛利率,此次财报期更强势增长5个百分点,达到了88.3%。作为重研发的企业,其期内录得研发开支6137.5万元,同比增长327.91%。</p><p>此次财报同时披露了一项针对其获批产品AcoArt Orchid&Dhalia的临床研究结果。该研究是一项针对自体动静脉通路狭窄的多中心,前瞻性,随机对照临床研究,表明实验组6个月Freedom-TLR(即目标病变在手术后6个月内没有再次进行治疗的比率)数据为91.3%,对照组为66.7%。而国产DCB在同类临床实验中的此结果为85.9%,某进口DCB同类结果为82.2%。</p><p>当前,先瑞达自研开发的首款外周DCB产品AcoArt Orchid & Dhalia和第二款DCB产品AcoArt Tulip & Litos为公司的主要收入来源。其中,AcoArt Orchid & Dhalia为中国首款外周DCB产品,领先紧随其后的第二名约四年的时间,在市场中充分占据主导地位。公司的第二款DCB产品于2019年获美国FDA指定为“突破性器械”,并于2020年12月获NMPA批准,成为全球首款(目前为仅有的一款)基于多中心随机对照临床试验结果获监管批准的膝下(BTK)DCB产品。</p><p>这两款产品不仅在国内已经获批,此次财报还公布,本月底巴西也批准了这两款产品的上市,至此,该产品已经在全球12个国家上市销售,包括医疗水平处于世界前列的德国、西班牙、瑞士、捷克、印度、土耳其等。而获得美国FDA的“突破性器械”认定也意味着距离AcoArt Tulip & Litos进入美国市场不远了。值得注意的是,先瑞达的先发优势延续到了美国,该产品是美国FDA正在审批的唯一一款被证实临床有效的膝下DCB产品。</p><p>另外一个新获批的新产品是其血栓抽吸泵,意味着先瑞达将进入外周血栓抽吸治疗领域,包括深静脉血栓、急性下肢缺血、急性肺栓塞等多种疾病的治疗,又是一个庞大的市场。据沙利文报告显示,该领域市场规模已经由2015年的7200万人民币上升至2019年的2.1亿,复合年增长率为30.3%,且预期将于2024年达到7.1亿,到2030年进一步上升至人民币19个亿。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210831091747265d154xeckzm11340\"/><p>得益于公司产品技术的独特性及稳定的产品性能,公司的技术和产品开始逐渐被市场广泛认可,终端客户不断增加。同时,先瑞达在扩大DCB产品适应症方面亦为业内先驱。公司与Innora实验室合作突破了雷帕霉素涂层技术,产品已进入临床试验阶段,有望进一步扩大对适应症的覆盖。未来公司也将计划加大销售力度,加深目前医院的渗透及扩张新医院覆盖,甚至扩宽欧洲及美国等全球销售网络,有望持续稳固其领先地位。</p><p>值得注意的是,当前医疗器械“进口替代”的进程正在持续推进,对于目前国产市占率较低的介入类医疗器械领域,销售量、覆盖面和渗透率均存在广大扩容空间和多项提振因素,也将为公司的业绩提振贡献诸多利好。</p><p>可以预见的是,先瑞达未来有望凭借强大的研发能力、产品注册累积的经验以及健全的商业化网络,能够有效复制在下肢DCB市场取得的成功,并把握住中国体量庞大且成长迅速的血管疾病治疗市场的增长潜力。</p><p>综合来看,无论是在研产品管线布局,还是商业化能力,先瑞达毫无疑问走在介入医疗器械领域的最前沿。随着公司对疾病机理和作用机制的深入理解、扎实的研究和开发质量,都将令其在近年迎来新的突破,价值投资者坚守终将获得丰厚的长期回报。</p></article></body></html>","source":"tencent","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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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021083109174777ee96a7&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月30日晚间,“敲钟”不久的中国创新介入医疗器械龙头企业先瑞达医疗-B(06669),马不停蹄地公布了其上市以来的首份中期财报。在资本市场上的聚光灯下,先瑞达充分展现出,其在创新研发驱动之下,开始逐渐释放的业绩潜力和市场竞争力。先瑞达医疗是中国创新的介入医疗器械企业,专注于提供血管疾病的“介入无植入及血栓抽吸导管”治疗方案,开发出一套具有世界领先技术(尤其适用于药物涂层球囊(DCB)领域)的介入...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021083109174777ee96a7&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d17cb0ea313437e7afb8bad7f25dce9a","relate_stocks":{"06669":"先瑞达医疗-B"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021083109174777ee96a7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2163839489","content_text":"8月30日晚间,“敲钟”不久的中国创新介入医疗器械龙头企业先瑞达医疗-B(06669),马不停蹄地公布了其上市以来的首份中期财报。在资本市场上的聚光灯下,先瑞达充分展现出,其在创新研发驱动之下,开始逐渐释放的业绩潜力和市场竞争力。先瑞达医疗是中国创新的介入医疗器械企业,专注于提供血管疾病的“介入无植入及血栓抽吸导管”治疗方案,开发出一套具有世界领先技术(尤其适用于药物涂层球囊(DCB)领域)的介入医疗器械。智通财经APP了解到,先瑞达的产品主要专注于血管疾病介入治疗,涉及药物涂层球囊(DCB)、外周球囊扩张导管(PTA)等。财报显示,公司开始录得营收主要得益于PTA球囊产品及DCB产品推出。截至2021上半年,该公司收入1.4亿元,同比增长106%,毛利1.23亿,同比增长108%,实现“双百”增长。公司一直保持超过80%的毛利率,此次财报期更强势增长5个百分点,达到了88.3%。作为重研发的企业,其期内录得研发开支6137.5万元,同比增长327.91%。此次财报同时披露了一项针对其获批产品AcoArt Orchid&Dhalia的临床研究结果。该研究是一项针对自体动静脉通路狭窄的多中心,前瞻性,随机对照临床研究,表明实验组6个月Freedom-TLR(即目标病变在手术后6个月内没有再次进行治疗的比率)数据为91.3%,对照组为66.7%。而国产DCB在同类临床实验中的此结果为85.9%,某进口DCB同类结果为82.2%。当前,先瑞达自研开发的首款外周DCB产品AcoArt Orchid & Dhalia和第二款DCB产品AcoArt Tulip & Litos为公司的主要收入来源。其中,AcoArt Orchid & Dhalia为中国首款外周DCB产品,领先紧随其后的第二名约四年的时间,在市场中充分占据主导地位。公司的第二款DCB产品于2019年获美国FDA指定为“突破性器械”,并于2020年12月获NMPA批准,成为全球首款(目前为仅有的一款)基于多中心随机对照临床试验结果获监管批准的膝下(BTK)DCB产品。这两款产品不仅在国内已经获批,此次财报还公布,本月底巴西也批准了这两款产品的上市,至此,该产品已经在全球12个国家上市销售,包括医疗水平处于世界前列的德国、西班牙、瑞士、捷克、印度、土耳其等。而获得美国FDA的“突破性器械”认定也意味着距离AcoArt Tulip & Litos进入美国市场不远了。值得注意的是,先瑞达的先发优势延续到了美国,该产品是美国FDA正在审批的唯一一款被证实临床有效的膝下DCB产品。另外一个新获批的新产品是其血栓抽吸泵,意味着先瑞达将进入外周血栓抽吸治疗领域,包括深静脉血栓、急性下肢缺血、急性肺栓塞等多种疾病的治疗,又是一个庞大的市场。据沙利文报告显示,该领域市场规模已经由2015年的7200万人民币上升至2019年的2.1亿,复合年增长率为30.3%,且预期将于2024年达到7.1亿,到2030年进一步上升至人民币19个亿。得益于公司产品技术的独特性及稳定的产品性能,公司的技术和产品开始逐渐被市场广泛认可,终端客户不断增加。同时,先瑞达在扩大DCB产品适应症方面亦为业内先驱。公司与Innora实验室合作突破了雷帕霉素涂层技术,产品已进入临床试验阶段,有望进一步扩大对适应症的覆盖。未来公司也将计划加大销售力度,加深目前医院的渗透及扩张新医院覆盖,甚至扩宽欧洲及美国等全球销售网络,有望持续稳固其领先地位。值得注意的是,当前医疗器械“进口替代”的进程正在持续推进,对于目前国产市占率较低的介入类医疗器械领域,销售量、覆盖面和渗透率均存在广大扩容空间和多项提振因素,也将为公司的业绩提振贡献诸多利好。可以预见的是,先瑞达未来有望凭借强大的研发能力、产品注册累积的经验以及健全的商业化网络,能够有效复制在下肢DCB市场取得的成功,并把握住中国体量庞大且成长迅速的血管疾病治疗市场的增长潜力。综合来看,无论是在研产品管线布局,还是商业化能力,先瑞达毫无疑问走在介入医疗器械领域的最前沿。随着公司对疾病机理和作用机制的深入理解、扎实的研究和开发质量,都将令其在近年迎来新的突破,价值投资者坚守终将获得丰厚的长期回报。","news_type":1,"symbols_score_info":{"06669":1}},"isVote":1,"tweetType":1,"viewCount":4480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898212374,"gmtCreate":1628500092098,"gmtModify":1628500092098,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":" 阅","listText":" 阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898212374","repostId":"2158417361","repostType":2,"repost":{"id":"2158417361","kind":"news","pubTimestamp":1628477814,"share":"https://www.laohu8.com/m/news/2158417361?lang=&edition=full","pubTime":"2021-08-09 10:56","market":"hk","language":"zh","title":"【异动股】青岛啤酒股份(00168.HK)涨5.28%","url":"https://stock-news.laohu8.com/highlight/detail?id=2158417361","media":"金融界网站","summary":"【财华社讯】青岛啤酒股份(00168.HK)截至10:56上涨5.28%,现报65.8港元,涨3.3港元。成交160万股,涉资1.03亿元。(出处:FinetAI)","content":"<html><body><div><p> 【财华社讯】<a href=\"https://laohu8.com/S/00168\">青岛啤酒股份</a>(00168.HK)截至10:56上涨5.28%,现报65.8港元,涨3.3港元。成交160万股,涉资1.03亿元。(出处:FinetAI)</p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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>【异动股】青岛啤酒股份(00168.HK)涨5.28%</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; 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href=http://hk.jrj.com.cn/2021/08/09105633224418.shtml><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【财华社讯】青岛啤酒股份(00168.HK)截至10:56上涨5.28%,现报65.8港元,涨3.3港元。成交160万股,涉资1.03亿元。(出处:FinetAI)</p>\n\n<a href=\"http://hk.jrj.com.cn/2021/08/09105633224418.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/de0bbe341ac5d74e1a8d74c9ca5de715","relate_stocks":{"00168":"青岛啤酒股份"},"source_url":"http://hk.jrj.com.cn/2021/08/09105633224418.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158417361","content_text":"【财华社讯】青岛啤酒股份(00168.HK)截至10:56上涨5.28%,现报65.8港元,涨3.3港元。成交160万股,涉资1.03亿元。(出处:FinetAI)","news_type":1,"symbols_score_info":{"00168":1}},"isVote":1,"tweetType":1,"viewCount":2821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898218432,"gmtCreate":1628500006126,"gmtModify":1628500006126,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"己阅","listText":"己阅","text":"己阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898218432","repostId":"2158541030","repostType":2,"repost":{"id":"2158541030","kind":"news","pubTimestamp":1628498018,"share":"https://www.laohu8.com/m/news/2158541030?lang=&edition=full","pubTime":"2021-08-09 16:33","market":"hk","language":"zh","title":"东北证券:予盛新锂能(002240.SZ)“增持”评级 锂盐业务量价齐升 驱动业绩爆发式增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2158541030","media":"智通财经","summary":"智通财经APP获悉,东北证券发布研究报告称,预计盛新锂能2021/2022/2023年归母净利润6.2/10.7/12.9亿元。给予“增持”评级。东北证券主要观点如下:业务结构再优化,锂盐业务迎来爆发式增长。2)量价齐升推动锂盐业务营收迅速扩张。随着下游需求走旺、锂盐产能持续释放,2021H1公司锂盐产量/销量达1.85/1.77万吨,同比+150%/+324%,同时锂盐产品均价约5.6万元,同比上涨约38%,量价齐升下公司锂盐营收同比+484%。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/000686\">东北证券</a>发布研究报告称,预计<a href=\"https://laohu8.com/S/002240\">盛新锂能</a>(002240.SZ)2021/2022/2023年归母净利润6.2/10.7/12.9亿元。给予“增持”评级。</p><p><strong>事件:</strong>公司披露2021年半年报,2021年上半年实现营收11.34亿元,同比增50.6%,实现归母净利润2.91亿元,同比增273.8%,实现扣非净利润2.65亿元,同比增258.4%。</p><p><strong>东北证券主要观点如下:</strong></p><p><strong>业务结构再优化,锂盐业务迎来爆发式增长。</strong></p><p>1)公司已转型为纯正锂标的。报告期内公司陆续出售了稀土、人造板业务,当前仅剩下少量林木业务,未来也将适时剥离。2021H1公司锂盐业务营收占比高达87.4%,同比+64.9pct,公司已基本转型为纯正锂业标的。</p><p>2)量价齐升推动锂盐业务营收迅速扩张。随着下游需求走旺、锂盐产能持续释放,2021H1公司锂盐产量/销量达1.85/1.77万吨,同比+150%/+324%,同时锂盐产品均价约5.6万元,同比上涨约38%,量价齐升下公司锂盐营收同比+484%。</p><p>3)盈利性显著强化。2021H1公司毛利率/净利率提升至34.6%/26.3%,同比+27.1/49.5pct,为上市以来最高值,主要原因在于锂价上涨大幅提振锂盐业务毛利率44.4pct至36.2%,且高盈利性锂盐业务占比明显提升。</p><p><strong>锂盐产能稳步扩张,上游原料+下游客户优势巩固</strong>。</p><p>1)锂盐产能稳步扩张。当前致远锂业碳酸锂产能2.5万吨、氢氧化锂产能1.5万吨已建成投产,遂宁盛新设计产能3万吨锂盐,首期2万吨氢氧化锂产能预计2022年初投产。</p><p>2)原料保障度较高。公司拥有业隆沟锂矿75%股权,年产40.5万吨原矿可供应约1万吨碳酸锂,且与银河锂业、AVZ等签订了包销协议,此外报告期内还参股惠绒矿业约10.2%股权,该公司拥有四川木绒锂矿探矿权(矿床Li2O平均品位1.63%,Li2O资源量64.3万吨).</p><p>3)切入下游优质客户群。公司已经与<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、中航锂电、LGI、贝特瑞等众多优质客户建立了稳定合作关系,将保障公司后续订单充足。</p><p><strong>供需矛盾突出,锂价长牛可期。</strong></p><p>未来电动车+储能两大高成长性赛道将带动锂需求持续扩张,而主流锂供给增量有限,预计未来三年锂行业供需持续趋紧,锂价中枢或将持续抬升,推动公司业绩持续释放。</p><p><strong>风险提示:</strong>产能投产进度不及预期、下游需求不及预期</p></body></html>","source":"stock_zhitongcaijing","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>东北证券:予盛新锂能(002240.SZ)“增持”评级 锂盐业务量价齐升 驱动业绩爆发式增长</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\">\n东北证券:予盛新锂能(002240.SZ)“增持”评级 锂盐业务量价齐升 驱动业绩爆发式增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 16:33 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/529745.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,东北证券发布研究报告称,预计盛新锂能(002240.SZ)2021/2022/2023年归母净利润6.2/10.7/12.9亿元。给予“增持”评级。事件:公司披露2021年半年报,2021年上半年实现营收11.34亿元,同比增50.6%,实现归母净利润2.91亿元,同比增273.8%,实现扣非净利润2.65亿元,同比增258.4%。东北证券主要观点如下:业务结构再优化,锂盐业务...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/529745.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/98e661d079a394a2795b91495bc103d7","relate_stocks":{"002240":"盛新锂能","000686":"东北证券"},"source_url":"http://www.zhitongcaijing.com/content/detail/529745.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158541030","content_text":"智通财经APP获悉,东北证券发布研究报告称,预计盛新锂能(002240.SZ)2021/2022/2023年归母净利润6.2/10.7/12.9亿元。给予“增持”评级。事件:公司披露2021年半年报,2021年上半年实现营收11.34亿元,同比增50.6%,实现归母净利润2.91亿元,同比增273.8%,实现扣非净利润2.65亿元,同比增258.4%。东北证券主要观点如下:业务结构再优化,锂盐业务迎来爆发式增长。1)公司已转型为纯正锂标的。报告期内公司陆续出售了稀土、人造板业务,当前仅剩下少量林木业务,未来也将适时剥离。2021H1公司锂盐业务营收占比高达87.4%,同比+64.9pct,公司已基本转型为纯正锂业标的。2)量价齐升推动锂盐业务营收迅速扩张。随着下游需求走旺、锂盐产能持续释放,2021H1公司锂盐产量/销量达1.85/1.77万吨,同比+150%/+324%,同时锂盐产品均价约5.6万元,同比上涨约38%,量价齐升下公司锂盐营收同比+484%。3)盈利性显著强化。2021H1公司毛利率/净利率提升至34.6%/26.3%,同比+27.1/49.5pct,为上市以来最高值,主要原因在于锂价上涨大幅提振锂盐业务毛利率44.4pct至36.2%,且高盈利性锂盐业务占比明显提升。锂盐产能稳步扩张,上游原料+下游客户优势巩固。1)锂盐产能稳步扩张。当前致远锂业碳酸锂产能2.5万吨、氢氧化锂产能1.5万吨已建成投产,遂宁盛新设计产能3万吨锂盐,首期2万吨氢氧化锂产能预计2022年初投产。2)原料保障度较高。公司拥有业隆沟锂矿75%股权,年产40.5万吨原矿可供应约1万吨碳酸锂,且与银河锂业、AVZ等签订了包销协议,此外报告期内还参股惠绒矿业约10.2%股权,该公司拥有四川木绒锂矿探矿权(矿床Li2O平均品位1.63%,Li2O资源量64.3万吨).3)切入下游优质客户群。公司已经与宁德时代、中航锂电、LGI、贝特瑞等众多优质客户建立了稳定合作关系,将保障公司后续订单充足。供需矛盾突出,锂价长牛可期。未来电动车+储能两大高成长性赛道将带动锂需求持续扩张,而主流锂供给增量有限,预计未来三年锂行业供需持续趋紧,锂价中枢或将持续抬升,推动公司业绩持续释放。风险提示:产能投产进度不及预期、下游需求不及预期","news_type":1,"symbols_score_info":{"000686":1,"002240":1}},"isVote":1,"tweetType":1,"viewCount":3115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899995216,"gmtCreate":1628149709035,"gmtModify":1628149709035,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899995216","repostId":"2156106036","repostType":2,"isVote":1,"tweetType":1,"viewCount":3845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143727481,"gmtCreate":1625819535743,"gmtModify":1625819535743,"author":{"id":"3582263599915873","authorId":"3582263599915873","name":"Bipen","avatar":"https://static.tigerbbs.com/7d31f1e1172ca796321bf7c64243c918","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582263599915873","authorIdStr":"3582263599915873"},"themes":[],"htmlText":"<a 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