云里梦里飞 personal page - To The Moon

云里梦里飞

云里梦里飞

缘起缘落都是命

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云里梦里飞

2022-11-28

[微笑]

@格隆汇:方盛股份登陸北交所，股價大漲超48%！

云里梦里飞

2022-11-03

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云里梦里飞

2021-08-16

666

Wall Street bullish levels hit a nearly 20-year high, with analysts warning: things will reverse to their extremes.

云里梦里飞

2021-02-26

$ASPEN (GROUP) HOLDINGS LIMITED(1F3.SI)$going to fly soon

Go to Tiger App to see more news

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44,464,064 股，實際可控制公司70.13%的股份，二人爲公司的控股股東和共同實際控制人，公司實際控制人佔據絕對控股地位。本次IPO擬募集的資金主要用於年產20萬臺（套）節能高效換熱系統及換熱器生產基地建設項目、研發中心建設項目。募資使用情況，圖片來源：招股書報告期內，方盛股份實現營收2.03億元、2.08億元、2.96億元、1.61億元，歸屬於母公司所有者的淨利潤分別爲3107.92萬元、3178.04萬元、3650.73萬元、2193.36萬元。基本面情況，圖片來源：招股書報告期內，公司風力發電領域產品收入佔主營業務收入比例分別爲 30.96%、42.26%、35.29%、29.23%，剔除運輸及出口代理費用因素後毛利率分別爲 21.95%、 25.04%、21.86%、17.77%，系公司重要的收入來源之一。隨着國內風電平價上網政策的逐步實施，短期內可能會對風力發電領域相關產品的需求產生不利影響，亦存在向產業鏈上游環節傳遞降價壓力，導致公司營業收入、產品價格和毛利率下降的可能。如果公司不能及時研發創新推出新產品，進一步提高產品技術水平，擴大市場佔有率，加強成本管理，提高對供應商的議價能力，或將會對公司的業績造成不利影響。報告期內，方盛股份的綜合毛利率分別爲32.60%、29.88%、25.21%、25.15%，呈下降趨勢，主要原因爲鋁錠市場價格上漲帶動公司鋁製材料價格的上漲。事實上，公司報告期內直接材料佔主營業務成本的比例均超六成，爲主","listText":"11月28日，無錫方盛換熱器股份有限公司（以下簡稱“方盛股份”）登陸北交所上市，保薦人爲華英證券。本次發行價格爲6.5元/股，發行市盈率爲16.07倍。截至發稿時間，最新市值8億元。方盛股份是一家專業從事板翅式換熱器和換熱系統的研發、設計、生產和銷售的高新技術企業。截至招股說明書籤署日，丁雲龍、丁振芳二人直接和間接持有公司股份 44,464,064 股，實際可控制公司70.13%的股份，二人爲公司的控股股東和共同實際控制人，公司實際控制人佔據絕對控股地位。本次IPO擬募集的資金主要用於年產20萬臺（套）節能高效換熱系統及換熱器生產基地建設項目、研發中心建設項目。募資使用情況，圖片來源：招股書報告期內，方盛股份實現營收2.03億元、2.08億元、2.96億元、1.61億元，歸屬於母公司所有者的淨利潤分別爲3107.92萬元、3178.04萬元、3650.73萬元、2193.36萬元。基本面情況，圖片來源：招股書報告期內，公司風力發電領域產品收入佔主營業務收入比例分別爲 30.96%、42.26%、35.29%、29.23%，剔除運輸及出口代理費用因素後毛利率分別爲 21.95%、 25.04%、21.86%、17.77%，系公司重要的收入來源之一。隨着國內風電平價上網政策的逐步實施，短期內可能會對風力發電領域相關產品的需求產生不利影響，亦存在向產業鏈上游環節傳遞降價壓力，導致公司營業收入、產品價格和毛利率下降的可能。如果公司不能及時研發創新推出新產品，進一步提高產品技術水平，擴大市場佔有率，加強成本管理，提高對供應商的議價能力，或將會對公司的業績造成不利影響。報告期內，方盛股份的綜合毛利率分別爲32.60%、29.88%、25.21%、25.15%，呈下降趨勢，主要原因爲鋁錠市場價格上漲帶動公司鋁製材料價格的上漲。事實上，公司報告期內直接材料佔主營業務成本的比例均超六成，爲主","text":"11月28日，無錫方盛換熱器股份有限公司（以下簡稱“方盛股份”）登陸北交所上市，保薦人爲華英證券。本次發行價格爲6.5元/股，發行市盈率爲16.07倍。截至發稿時間，最新市值8億元。方盛股份是一家專業從事板翅式換熱器和換熱系統的研發、設計、生產和銷售的高新技術企業。截至招股說明書籤署日，丁雲龍、丁振芳二人直接和間接持有公司股份 44,464,064 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13:07","market":"us","language":"zh","title":"Wall Street bullish levels hit a nearly 20-year high, with analysts warning: things will reverse to their extremes.","url":"https://stock-news.laohu8.com/highlight/detail?id=2159212249","media":"华尔街见闻","summary":"企业很难维持高估值，盈利增长可能已经见顶，将在未来几个月内放缓。","content":"<p>A strong recovery in corporate profits is fueling optimism on Wall Street that the U.S. stock market will continue its bull market, but some analysts have warned of \"complacency\" in the market.</p><p>Several analysts predict that companies may face downward pressure on profit margins, making it difficult to maintain their current high profit growth, thus impacting the stock market.</p><p><h2>Wall Street bullish levels hit a 20-year high</h2>According to Bloomberg, about 56% of all stocks included in the S&P 500 are rated \"buy\" by analysts, the highest level since 2002. Meanwhile, about 52% of the constituent stocks of Europe's Stoxx 600 index are listed as \"buy\" by analysts, which is also a 10-year high.</p><p>In Asia, this figure jumped to 75%, the highest level since at least 2010. This reflects a renewed surge in bullish sentiment in the market following a strong corporate earnings season.</p><p>While analysts have historically been bullish on the stock market, they have become more optimistic amid continued gains and corporate earnings exceeding expectations.</p><p>Todd Jablonski, Chief Investment Officer of Principal Global Asset Allocation, stated in a report:</p><p>Demand for risky assets is driven not only by the overall financial environment and low interest rates; the market is expected to see a significant improvement in fundamentals by 2022.<h2>Strong corporate earnings push up the stock market</h2>After recovering from the pandemic, U.S. corporate profits are growing at their strongest pace since 2008.</p><p>According to FactSet data, profits of blue-chip stocks in the S&P 500 have surged by about 90%, and sales have increased by about a quarter. European corporate profits rose 71%, 16% higher than expected.</p><p>At the same time,<b>The average profit margin of companies included in the S&P 500 index jumped from 12.8% in the previous quarter to a record 13%, the highest level since 2008.</b></p><p>These figures were significantly higher than Wall Street analysts' forecasts before the earnings release. At the end of March, analysts expected corporate profits to grow by an average of 53% and operating revenue to grow by an average of 16%.</p><p>This helped propel the U.S. stock market to new highs.</p><p>So far this year,<b>The S&P 500 rose more than 18%. The index has nearly doubled from its low point in March last year</b>At that time, the pandemic plunged global financial markets into chaos.</p><p><img src=\"https://static.tigerbbs.com/87b4625ae526d917f08fd6b8d85055ca\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p>According to the Financial Times,<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>Russ Koesterich, portfolio manager of the Global Allocation Fund, said:</p><p>Economic growth is running at its fastest pace in decades, which is a huge boost to corporate profits. After raising the company's profit growth forecast,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>and<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Analysts recently raised their 12-month forecasts for the S&P 500.</p><p>According to FactSet data, Wall Street analysts expect the S&P 500 to rise to 4,949 points over the next 12 months, representing an 11% increase.</p><p><h2>The stock market still faces downside risks.</h2>Although corporate profit margins are expected to remain high in the second quarter, Koesterich warned that in the coming quarters,<b>Businesses are unable to pass on rising costs such as employee wages, and profit margin pressures will put high stock market and corporate valuations to the test.</b></p><p>Another unfavorable factor facing the profitability of American companies is that<b>Under pressure from Biden to implement a global minimum tax, businesses will pay more taxes.</b></p><p>According to the Financial Times,<a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a>Lale Akoner, senior market strategist at [Company Name], points out:</p><p>As the market begins to factor these higher taxes into its assessment system, corporate profit growth may have peaked and will slow down in the coming months. I expect the market to start showing this between October and December. For investors, the situation seems more challenging. Because optimism in the stock market has reached saturation, overall valuations are at historical highs, making bullish sentiment unfavorable.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>David Kelly, chief global strategist at the asset management company, said:</p><p>While this was a very strong quarter for the S&P 500, the question is how investors will react. Compared to the rest of the world, the overall valuation of American companies remains high, and it will be difficult for companies to maintain this high level. As Wall Street Insights previously mentioned,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Strategist Savita Subramanian predicts that the S&P 500 has 14% downside potential by the end of the year compared to the current level, and the risk of a correction is accumulating.</p><p>Dave Lutz, head of ETFs at Jones Trading Annapolis, stated in a report:</p><p>I believe the market will develop in a direction that harms most participants. If all Wall Street analysts are bullish, I will remain cautious.</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>Wall Street bullish levels hit a nearly 20-year high, with analysts warning: things will reverse to their extremes.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWall Street bullish levels hit a nearly 20-year high, with analysts warning: things will reverse to their extremes.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-15 13:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A strong recovery in corporate profits is fueling optimism on Wall Street that the U.S. stock market will continue its bull market, but some analysts have warned of \"complacency\" in the market.</p><p>Several analysts predict that companies may face downward pressure on profit margins, making it difficult to maintain their current high profit growth, thus impacting the stock market.</p><p><h2>Wall Street bullish levels hit a 20-year high</h2>According to Bloomberg, about 56% of all stocks included in the S&P 500 are rated \"buy\" by analysts, the highest level since 2002. Meanwhile, about 52% of the constituent stocks of Europe's Stoxx 600 index are listed as \"buy\" by analysts, which is also a 10-year high.</p><p>In Asia, this figure jumped to 75%, the highest level since at least 2010. This reflects a renewed surge in bullish sentiment in the market following a strong corporate earnings season.</p><p>While analysts have historically been bullish on the stock market, they have become more optimistic amid continued gains and corporate earnings exceeding expectations.</p><p>Todd Jablonski, Chief Investment Officer of Principal Global Asset Allocation, stated in a report:</p><p>Demand for risky assets is driven not only by the overall financial environment and low interest rates; the market is expected to see a significant improvement in fundamentals by 2022.<h2>Strong corporate earnings push up the stock market</h2>After recovering from the pandemic, U.S. corporate profits are growing at their strongest pace since 2008.</p><p>According to FactSet data, profits of blue-chip stocks in the S&P 500 have surged by about 90%, and sales have increased by about a quarter. European corporate profits rose 71%, 16% higher than expected.</p><p>At the same time,<b>The average profit margin of companies included in the S&P 500 index jumped from 12.8% in the previous quarter to a record 13%, the highest level since 2008.</b></p><p>These figures were significantly higher than Wall Street analysts' forecasts before the earnings release. At the end of March, analysts expected corporate profits to grow by an average of 53% and operating revenue to grow by an average of 16%.</p><p>This helped propel the U.S. stock market to new highs.</p><p>So far this year,<b>The S&P 500 rose more than 18%. The index has nearly doubled from its low point in March last year</b>At that time, the pandemic plunged global financial markets into chaos.</p><p><img src=\"https://static.tigerbbs.com/87b4625ae526d917f08fd6b8d85055ca\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p>According to the Financial Times,<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>Russ Koesterich, portfolio manager of the Global Allocation Fund, said:</p><p>Economic growth is running at its fastest pace in decades, which is a huge boost to corporate profits. After raising the company's profit growth forecast,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>and<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Analysts recently raised their 12-month forecasts for the S&P 500.</p><p>According to FactSet data, Wall Street analysts expect the S&P 500 to rise to 4,949 points over the next 12 months, representing an 11% increase.</p><p><h2>The stock market still faces downside risks.</h2>Although corporate profit margins are expected to remain high in the second quarter, Koesterich warned that in the coming quarters,<b>Businesses are unable to pass on rising costs such as employee wages, and profit margin pressures will put high stock market and corporate valuations to the test.</b></p><p>Another unfavorable factor facing the profitability of American companies is that<b>Under pressure from Biden to implement a global minimum tax, businesses will pay more taxes.</b></p><p>According to the Financial Times,<a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a>Lale Akoner, senior market strategist at [Company Name], points out:</p><p>As the market begins to factor these higher taxes into its assessment system, corporate profit growth may have peaked and will slow down in the coming months. I expect the market to start showing this between October and December. For investors, the situation seems more challenging. Because optimism in the stock market has reached saturation, overall valuations are at historical highs, making bullish sentiment unfavorable.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>David Kelly, chief global strategist at the asset management company, said:</p><p>While this was a very strong quarter for the S&P 500, the question is how investors will react. Compared to the rest of the world, the overall valuation of American companies remains high, and it will be difficult for companies to maintain this high level. As Wall Street Insights previously mentioned,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Strategist Savita Subramanian predicts that the S&P 500 has 14% downside potential by the end of the year compared to the current level, and the risk of a correction is accumulating.</p><p>Dave Lutz, head of ETFs at Jones Trading Annapolis, stated in a report:</p><p>I believe the market will develop in a direction that harms most participants. If all Wall Street analysts are bullish, I will remain cautious.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637965\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cb5398fed733ffbbc94ab1b9a49946a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3637965","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159212249","content_text":"企业强劲的利润复苏正在催化华尔街的乐观情绪，认为美国股市将延续牛市，但已有分析师对市场的“自满自大”发出了警告。\n多位分析师预计，企业可能面临利润率下行的压力，将很难保持目前的高盈利增长，从而对股市产生影响。\n华尔街看涨水平创20年来新高\n据彭博统计，在标普500指数包含的所有股票中，约有56%被分析师列为“买入”，这是2002年以来的最高水平。同时，欧洲的Stoxx 600指数成分股中，约52%被分析师们列为“买入”，这也是10年来的高点。\n在亚洲，这一数字跃升至75%，至少是2010年以来的最高水平。这反映了在强劲的企业财报季后，市场看多情绪的再次高涨。\n虽然分析师历来看涨股市，但在股市持续上涨和企业盈利超出预期的情况下，他们变得更加乐观了。\n信安环球资产配置(Principal Global Asset Allocation)首席投资官Todd Jablonski在一份报告中表示：\n\n 推动风险资产需求的不仅仅是整体金融环境和低利率，预计到2022年，市场将出现巨大的基本面改善。\n\n企业盈利强劲 推高股市\n在从疫情中复苏后，美国企业的盈利正以2008年以来最强劲的速度增长。\n根据FactSet的数据，标普500指数中蓝筹股的利润已经飙涨了约90%，销售额也上升了约四分之一；欧洲企业的利润增长71%，比预期高16%。\n与此同时，标普500指数所包含公司的平均利润率从上一季度的12.8%跃升到了创纪录的13%，也是2008年以来的最高值。\n这些数据显著高于华尔街分析师在财报发布前的预测。在3月底，分析师预计企业利润平均增长53%，营业收入平均增长16%。\n这帮助推动美国股市创下了新高。\n今年到目前为止，标普500指数上涨超过18%。该指数已经从去年3月的低点上涨了近一倍，当时疫情的侵袭使全球金融市场陷入混乱。\n\n据金融时报报道，贝莱德全球配置基金的投资组合经理Russ Koesterich说：\n\n 经济增长正以几十年来最快的速度运行，这对企业盈利来说是个巨大的推动力。\n\n在上调了企业的盈利增长预期后，高盛和瑞士信贷的分析师近期紧接着上调了12个月内对标普500指数的预期。\n根据FactSet的数据，华尔街分析师对标普500指数未来12个月的预期为4949点，预计涨幅为11%。\n股市仍存在下行风险\n尽管第二季度企业的利润率预计将继续保持在较高水平，但Koesterich警告称，在未来几个季度，企业无法转嫁雇员工资等成本的上升，利润率压力将对股市和企业的高估值带来考验。\n而美国企业盈利面临的另一个不利因素是，在拜登推行全球最低税的压力之下，企业会缴纳更多的税款。\n据金融时报报道，纽约梅隆银行的高级市场策略师Lale Akoner指出：\n\n 随着市场开始将这些更高的税收纳入评估体系，企业盈利增长可能已经见顶，并将在未来几个月内放缓。我预计，在10月至12月之间，市场将开始表现出这一点。\n\n对于投资者来说，情况似乎更具挑战性。因为股市的乐观情绪已经处于饱和状态，总体估值居于历史高位使看多也变得不利。\n摩根大通资产管理公司首席全球策略师David Kelly表示：\n\n 尽管对标普指数来说，这是一个表现十分亮眼的季度，但问题是投资者将如何做出反应？与世界其它地区相比，美国企业的总体估值仍然较高，企业将很难维持这一高位。\n\n华尔街见闻此前提及，美国银行策略师Savita Subramanian预测，标普500年底相对目前有14%的下跌空间，回调风险正在聚集。\nJones Trading Annapolis的ETF主管Dave Lutz在一份报告中表示：\n\n 我相信市场会朝着损害大多数参与者的方向发展。如果华尔街所有分析师都看多，我将仍将保持谨慎态度。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":5349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368103730,"gmtCreate":1614297461220,"gmtModify":1704770265458,"author":{"id":"3568431359478653","authorId":"3568431359478653","name":"云里梦里飞","avatar":"https://static.tigerbbs.com/db96756ff214a0066bf8ab2c997583b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568431359478653","idStr":"3568431359478653"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/1F3.SI\">$ASPEN (GROUP) HOLDINGS LIMITED(1F3.SI)$</a>going to fly soon","listText":"<a href=\"https://laohu8.com/S/1F3.SI\">$ASPEN (GROUP) HOLDINGS LIMITED(1F3.SI)$</a>going to fly soon","text":"$ASPEN (GROUP) HOLDINGS LIMITED(1F3.SI)$going to fly soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368103730","isVote":1,"tweetType":1,"viewCount":5385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":368103730,"gmtCreate":1614297461220,"gmtModify":1704770265458,"author":{"id":"3568431359478653","authorId":"3568431359478653","name":"云里梦里飞","avatar":"https://static.tigerbbs.com/db96756ff214a0066bf8ab2c997583b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568431359478653","authorIdStr":"3568431359478653"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/1F3.SI\">$ASPEN (GROUP) HOLDINGS LIMITED(1F3.SI)$</a>going to fly soon","listText":"<a href=\"https://laohu8.com/S/1F3.SI\">$ASPEN (GROUP) HOLDINGS LIMITED(1F3.SI)$</a>going to fly soon","text":"$ASPEN (GROUP) HOLDINGS LIMITED(1F3.SI)$going to fly soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368103730","isVote":1,"tweetType":1,"viewCount":5385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830688914,"gmtCreate":1629070710738,"gmtModify":1676529918670,"author":{"id":"3568431359478653","authorId":"3568431359478653","name":"云里梦里飞","avatar":"https://static.tigerbbs.com/db96756ff214a0066bf8ab2c997583b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568431359478653","authorIdStr":"3568431359478653"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830688914","repostId":"2159212249","repostType":4,"repost":{"id":"2159212249","kind":"highlight","pubTimestamp":1629004050,"share":"https://ttm.financial/m/news/2159212249?lang=en_US&edition=fundamental","pubTime":"2021-08-15 13:07","market":"us","language":"zh","title":"Wall Street bullish levels hit a nearly 20-year high, with analysts warning: things will reverse to their extremes.","url":"https://stock-news.laohu8.com/highlight/detail?id=2159212249","media":"华尔街见闻","summary":"企业很难维持高估值，盈利增长可能已经见顶，将在未来几个月内放缓。","content":"<p>A strong recovery in corporate profits is fueling optimism on Wall Street that the U.S. stock market will continue its bull market, but some analysts have warned of \"complacency\" in the market.</p><p>Several analysts predict that companies may face downward pressure on profit margins, making it difficult to maintain their current high profit growth, thus impacting the stock market.</p><p><h2>Wall Street bullish levels hit a 20-year high</h2>According to Bloomberg, about 56% of all stocks included in the S&P 500 are rated \"buy\" by analysts, the highest level since 2002. Meanwhile, about 52% of the constituent stocks of Europe's Stoxx 600 index are listed as \"buy\" by analysts, which is also a 10-year high.</p><p>In Asia, this figure jumped to 75%, the highest level since at least 2010. This reflects a renewed surge in bullish sentiment in the market following a strong corporate earnings season.</p><p>While analysts have historically been bullish on the stock market, they have become more optimistic amid continued gains and corporate earnings exceeding expectations.</p><p>Todd Jablonski, Chief Investment Officer of Principal Global Asset Allocation, stated in a report:</p><p>Demand for risky assets is driven not only by the overall financial environment and low interest rates; the market is expected to see a significant improvement in fundamentals by 2022.<h2>Strong corporate earnings push up the stock market</h2>After recovering from the pandemic, U.S. corporate profits are growing at their strongest pace since 2008.</p><p>According to FactSet data, profits of blue-chip stocks in the S&P 500 have surged by about 90%, and sales have increased by about a quarter. European corporate profits rose 71%, 16% higher than expected.</p><p>At the same time,<b>The average profit margin of companies included in the S&P 500 index jumped from 12.8% in the previous quarter to a record 13%, the highest level since 2008.</b></p><p>These figures were significantly higher than Wall Street analysts' forecasts before the earnings release. At the end of March, analysts expected corporate profits to grow by an average of 53% and operating revenue to grow by an average of 16%.</p><p>This helped propel the U.S. stock market to new highs.</p><p>So far this year,<b>The S&P 500 rose more than 18%. The index has nearly doubled from its low point in March last year</b>At that time, the pandemic plunged global financial markets into chaos.</p><p><img src=\"https://static.tigerbbs.com/87b4625ae526d917f08fd6b8d85055ca\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p>According to the Financial Times,<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>Russ Koesterich, portfolio manager of the Global Allocation Fund, said:</p><p>Economic growth is running at its fastest pace in decades, which is a huge boost to corporate profits. After raising the company's profit growth forecast,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>and<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Analysts recently raised their 12-month forecasts for the S&P 500.</p><p>According to FactSet data, Wall Street analysts expect the S&P 500 to rise to 4,949 points over the next 12 months, representing an 11% increase.</p><p><h2>The stock market still faces downside risks.</h2>Although corporate profit margins are expected to remain high in the second quarter, Koesterich warned that in the coming quarters,<b>Businesses are unable to pass on rising costs such as employee wages, and profit margin pressures will put high stock market and corporate valuations to the test.</b></p><p>Another unfavorable factor facing the profitability of American companies is that<b>Under pressure from Biden to implement a global minimum tax, businesses will pay more taxes.</b></p><p>According to the Financial Times,<a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a>Lale Akoner, senior market strategist at [Company Name], points out:</p><p>As the market begins to factor these higher taxes into its assessment system, corporate profit growth may have peaked and will slow down in the coming months. I expect the market to start showing this between October and December. For investors, the situation seems more challenging. Because optimism in the stock market has reached saturation, overall valuations are at historical highs, making bullish sentiment unfavorable.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>David Kelly, chief global strategist at the asset management company, said:</p><p>While this was a very strong quarter for the S&P 500, the question is how investors will react. Compared to the rest of the world, the overall valuation of American companies remains high, and it will be difficult for companies to maintain this high level. As Wall Street Insights previously mentioned,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Strategist Savita Subramanian predicts that the S&P 500 has 14% downside potential by the end of the year compared to the current level, and the risk of a correction is accumulating.</p><p>Dave Lutz, head of ETFs at Jones Trading Annapolis, stated in a report:</p><p>I believe the market will develop in a direction that harms most participants. If all Wall Street analysts are bullish, I will remain cautious.</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>Wall Street bullish levels hit a nearly 20-year high, with analysts warning: things will reverse to their extremes.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWall Street bullish levels hit a nearly 20-year high, with analysts warning: things will reverse to their extremes.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-15 13:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A strong recovery in corporate profits is fueling optimism on Wall Street that the U.S. stock market will continue its bull market, but some analysts have warned of \"complacency\" in the market.</p><p>Several analysts predict that companies may face downward pressure on profit margins, making it difficult to maintain their current high profit growth, thus impacting the stock market.</p><p><h2>Wall Street bullish levels hit a 20-year high</h2>According to Bloomberg, about 56% of all stocks included in the S&P 500 are rated \"buy\" by analysts, the highest level since 2002. Meanwhile, about 52% of the constituent stocks of Europe's Stoxx 600 index are listed as \"buy\" by analysts, which is also a 10-year high.</p><p>In Asia, this figure jumped to 75%, the highest level since at least 2010. This reflects a renewed surge in bullish sentiment in the market following a strong corporate earnings season.</p><p>While analysts have historically been bullish on the stock market, they have become more optimistic amid continued gains and corporate earnings exceeding expectations.</p><p>Todd Jablonski, Chief Investment Officer of Principal Global Asset Allocation, stated in a report:</p><p>Demand for risky assets is driven not only by the overall financial environment and low interest rates; the market is expected to see a significant improvement in fundamentals by 2022.<h2>Strong corporate earnings push up the stock market</h2>After recovering from the pandemic, U.S. corporate profits are growing at their strongest pace since 2008.</p><p>According to FactSet data, profits of blue-chip stocks in the S&P 500 have surged by about 90%, and sales have increased by about a quarter. European corporate profits rose 71%, 16% higher than expected.</p><p>At the same time,<b>The average profit margin of companies included in the S&P 500 index jumped from 12.8% in the previous quarter to a record 13%, the highest level since 2008.</b></p><p>These figures were significantly higher than Wall Street analysts' forecasts before the earnings release. At the end of March, analysts expected corporate profits to grow by an average of 53% and operating revenue to grow by an average of 16%.</p><p>This helped propel the U.S. stock market to new highs.</p><p>So far this year,<b>The S&P 500 rose more than 18%. The index has nearly doubled from its low point in March last year</b>At that time, the pandemic plunged global financial markets into chaos.</p><p><img src=\"https://static.tigerbbs.com/87b4625ae526d917f08fd6b8d85055ca\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p>According to the Financial Times,<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>Russ Koesterich, portfolio manager of the Global Allocation Fund, said:</p><p>Economic growth is running at its fastest pace in decades, which is a huge boost to corporate profits. After raising the company's profit growth forecast,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>and<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Analysts recently raised their 12-month forecasts for the S&P 500.</p><p>According to FactSet data, Wall Street analysts expect the S&P 500 to rise to 4,949 points over the next 12 months, representing an 11% increase.</p><p><h2>The stock market still faces downside risks.</h2>Although corporate profit margins are expected to remain high in the second quarter, Koesterich warned that in the coming quarters,<b>Businesses are unable to pass on rising costs such as employee wages, and profit margin pressures will put high stock market and corporate valuations to the test.</b></p><p>Another unfavorable factor facing the profitability of American companies is that<b>Under pressure from Biden to implement a global minimum tax, businesses will pay more taxes.</b></p><p>According to the Financial Times,<a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a>Lale Akoner, senior market strategist at [Company Name], points out:</p><p>As the market begins to factor these higher taxes into its assessment system, corporate profit growth may have peaked and will slow down in the coming months. I expect the market to start showing this between October and December. For investors, the situation seems more challenging. Because optimism in the stock market has reached saturation, overall valuations are at historical highs, making bullish sentiment unfavorable.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>David Kelly, chief global strategist at the asset management company, said:</p><p>While this was a very strong quarter for the S&P 500, the question is how investors will react. Compared to the rest of the world, the overall valuation of American companies remains high, and it will be difficult for companies to maintain this high level. As Wall Street Insights previously mentioned,<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Strategist Savita Subramanian predicts that the S&P 500 has 14% downside potential by the end of the year compared to the current level, and the risk of a correction is accumulating.</p><p>Dave Lutz, head of ETFs at Jones Trading Annapolis, stated in a report:</p><p>I believe the market will develop in a direction that harms most participants. If all Wall Street analysts are bullish, I will remain cautious.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637965\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cb5398fed733ffbbc94ab1b9a49946a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3637965","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159212249","content_text":"企业强劲的利润复苏正在催化华尔街的乐观情绪，认为美国股市将延续牛市，但已有分析师对市场的“自满自大”发出了警告。\n多位分析师预计，企业可能面临利润率下行的压力，将很难保持目前的高盈利增长，从而对股市产生影响。\n华尔街看涨水平创20年来新高\n据彭博统计，在标普500指数包含的所有股票中，约有56%被分析师列为“买入”，这是2002年以来的最高水平。同时，欧洲的Stoxx 600指数成分股中，约52%被分析师们列为“买入”，这也是10年来的高点。\n在亚洲，这一数字跃升至75%，至少是2010年以来的最高水平。这反映了在强劲的企业财报季后，市场看多情绪的再次高涨。\n虽然分析师历来看涨股市，但在股市持续上涨和企业盈利超出预期的情况下，他们变得更加乐观了。\n信安环球资产配置(Principal Global Asset Allocation)首席投资官Todd Jablonski在一份报告中表示：\n\n 推动风险资产需求的不仅仅是整体金融环境和低利率，预计到2022年，市场将出现巨大的基本面改善。\n\n企业盈利强劲 推高股市\n在从疫情中复苏后，美国企业的盈利正以2008年以来最强劲的速度增长。\n根据FactSet的数据，标普500指数中蓝筹股的利润已经飙涨了约90%，销售额也上升了约四分之一；欧洲企业的利润增长71%，比预期高16%。\n与此同时，标普500指数所包含公司的平均利润率从上一季度的12.8%跃升到了创纪录的13%，也是2008年以来的最高值。\n这些数据显著高于华尔街分析师在财报发布前的预测。在3月底，分析师预计企业利润平均增长53%，营业收入平均增长16%。\n这帮助推动美国股市创下了新高。\n今年到目前为止，标普500指数上涨超过18%。该指数已经从去年3月的低点上涨了近一倍，当时疫情的侵袭使全球金融市场陷入混乱。\n\n据金融时报报道，贝莱德全球配置基金的投资组合经理Russ Koesterich说：\n\n 经济增长正以几十年来最快的速度运行，这对企业盈利来说是个巨大的推动力。\n\n在上调了企业的盈利增长预期后，高盛和瑞士信贷的分析师近期紧接着上调了12个月内对标普500指数的预期。\n根据FactSet的数据，华尔街分析师对标普500指数未来12个月的预期为4949点，预计涨幅为11%。\n股市仍存在下行风险\n尽管第二季度企业的利润率预计将继续保持在较高水平，但Koesterich警告称，在未来几个季度，企业无法转嫁雇员工资等成本的上升，利润率压力将对股市和企业的高估值带来考验。\n而美国企业盈利面临的另一个不利因素是，在拜登推行全球最低税的压力之下，企业会缴纳更多的税款。\n据金融时报报道，纽约梅隆银行的高级市场策略师Lale Akoner指出：\n\n 随着市场开始将这些更高的税收纳入评估体系，企业盈利增长可能已经见顶，并将在未来几个月内放缓。我预计，在10月至12月之间，市场将开始表现出这一点。\n\n对于投资者来说，情况似乎更具挑战性。因为股市的乐观情绪已经处于饱和状态，总体估值居于历史高位使看多也变得不利。\n摩根大通资产管理公司首席全球策略师David Kelly表示：\n\n 尽管对标普指数来说，这是一个表现十分亮眼的季度，但问题是投资者将如何做出反应？与世界其它地区相比，美国企业的总体估值仍然较高，企业将很难维持这一高位。\n\n华尔街见闻此前提及，美国银行策略师Savita Subramanian预测，标普500年底相对目前有14%的下跌空间，回调风险正在聚集。\nJones Trading Annapolis的ETF主管Dave Lutz在一份报告中表示：\n\n 我相信市场会朝着损害大多数参与者的方向发展。如果华尔街所有分析师都看多，我将仍将保持谨慎态度。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":5349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966408546,"gmtCreate":1669602319285,"gmtModify":1676538211996,"author":{"id":"3568431359478653","authorId":"3568431359478653","name":"云里梦里飞","avatar":"https://static.tigerbbs.com/db96756ff214a0066bf8ab2c997583b0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568431359478653","authorIdStr":"3568431359478653"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966408546","repostId":"620128647","repostType":1,"repost":{"id":620128647,"gmtCreate":1669601247690,"gmtModify":1676538211902,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"方盛股份登陸北交所，股價大漲超48%！","htmlText":"11月28日，無錫方盛換熱器股份有限公司（以下簡稱“方盛股份”）登陸北交所上市，保薦人爲華英證券。本次發行價格爲6.5元/股，發行市盈率爲16.07倍。截至發稿時間，最新市值8億元。方盛股份是一家專業從事板翅式換熱器和換熱系統的研發、設計、生產和銷售的高新技術企業。截至招股說明書籤署日，丁雲龍、丁振芳二人直接和間接持有公司股份 44,464,064 股，實際可控制公司70.13%的股份，二人爲公司的控股股東和共同實際控制人，公司實際控制人佔據絕對控股地位。本次IPO擬募集的資金主要用於年產20萬臺（套）節能高效換熱系統及換熱器生產基地建設項目、研發中心建設項目。募資使用情況，圖片來源：招股書報告期內，方盛股份實現營收2.03億元、2.08億元、2.96億元、1.61億元，歸屬於母公司所有者的淨利潤分別爲3107.92萬元、3178.04萬元、3650.73萬元、2193.36萬元。基本面情況，圖片來源：招股書報告期內，公司風力發電領域產品收入佔主營業務收入比例分別爲 30.96%、42.26%、35.29%、29.23%，剔除運輸及出口代理費用因素後毛利率分別爲 21.95%、 25.04%、21.86%、17.77%，系公司重要的收入來源之一。隨着國內風電平價上網政策的逐步實施，短期內可能會對風力發電領域相關產品的需求產生不利影響，亦存在向產業鏈上游環節傳遞降價壓力，導致公司營業收入、產品價格和毛利率下降的可能。如果公司不能及時研發創新推出新產品，進一步提高產品技術水平，擴大市場佔有率，加強成本管理，提高對供應商的議價能力，或將會對公司的業績造成不利影響。報告期內，方盛股份的綜合毛利率分別爲32.60%、29.88%、25.21%、25.15%，呈下降趨勢，主要原因爲鋁錠市場價格上漲帶動公司鋁製材料價格的上漲。事實上，公司報告期內直接材料佔主營業務成本的比例均超六成，爲主","listText":"11月28日，無錫方盛換熱器股份有限公司（以下簡稱“方盛股份”）登陸北交所上市，保薦人爲華英證券。本次發行價格爲6.5元/股，發行市盈率爲16.07倍。截至發稿時間，最新市值8億元。方盛股份是一家專業從事板翅式換熱器和換熱系統的研發、設計、生產和銷售的高新技術企業。截至招股說明書籤署日，丁雲龍、丁振芳二人直接和間接持有公司股份 44,464,064 股，實際可控制公司70.13%的股份，二人爲公司的控股股東和共同實際控制人，公司實際控制人佔據絕對控股地位。本次IPO擬募集的資金主要用於年產20萬臺（套）節能高效換熱系統及換熱器生產基地建設項目、研發中心建設項目。募資使用情況，圖片來源：招股書報告期內，方盛股份實現營收2.03億元、2.08億元、2.96億元、1.61億元，歸屬於母公司所有者的淨利潤分別爲3107.92萬元、3178.04萬元、3650.73萬元、2193.36萬元。基本面情況，圖片來源：招股書報告期內，公司風力發電領域產品收入佔主營業務收入比例分別爲 30.96%、42.26%、35.29%、29.23%，剔除運輸及出口代理費用因素後毛利率分別爲 21.95%、 25.04%、21.86%、17.77%，系公司重要的收入來源之一。隨着國內風電平價上網政策的逐步實施，短期內可能會對風力發電領域相關產品的需求產生不利影響，亦存在向產業鏈上游環節傳遞降價壓力，導致公司營業收入、產品價格和毛利率下降的可能。如果公司不能及時研發創新推出新產品，進一步提高產品技術水平，擴大市場佔有率，加強成本管理，提高對供應商的議價能力，或將會對公司的業績造成不利影響。報告期內，方盛股份的綜合毛利率分別爲32.60%、29.88%、25.21%、25.15%，呈下降趨勢，主要原因爲鋁錠市場價格上漲帶動公司鋁製材料價格的上漲。事實上，公司報告期內直接材料佔主營業務成本的比例均超六成，爲主","text":"11月28日，無錫方盛換熱器股份有限公司（以下簡稱“方盛股份”）登陸北交所上市，保薦人爲華英證券。本次發行價格爲6.5元/股，發行市盈率爲16.07倍。截至發稿時間，最新市值8億元。方盛股份是一家專業從事板翅式換熱器和換熱系統的研發、設計、生產和銷售的高新技術企業。截至招股說明書籤署日，丁雲龍、丁振芳二人直接和間接持有公司股份 44,464,064 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