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雨后就是彩虹

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雨后就是彩虹

2024-11-13

$胜科工业(U96.SI)$

雨后就是彩虹

2024-11-13

$新翔集团有限公司(S58.SI)$

雨后就是彩虹

2024-11-13

$福根集团有限公司(E28.SI)$

雨后就是彩虹

2024-08-13

$扬子江船业(BS6.SI)$

雨后就是彩虹

2024-08-03

OK。。。。。。。……。。。。。

@TigerEvents:[10th Anniv] Discover exciting features & win a US$1,010 reward!

雨后就是彩虹

2024-08-03

OK。。。。。。。。。。

雨后就是彩虹

2024-01-30

$莎姆达拉(S56.SI)$

雨后就是彩虹

2024-01-30

$莎姆达拉(S56.SI)$

雨后就是彩虹

2024-01-14

OK。。。。。。。。。。。

雨后就是彩虹

2024-01-13

Ok...,,.....,.,.......

雨后就是彩虹

2024-01-13

Ok.....,,..,,............

雨后就是彩虹

2024-01-13

Ok...........,...,...

雨后就是彩虹

2024-01-12

OK。。。。…。。。。。

雨后就是彩虹

2024-01-12

OK。。。…。。。。。。。。。

雨后就是彩虹

2024-01-11

OK。。。。。。。。。

雨后就是彩虹

2024-01-11

OK。。。。。。。。。。。

雨后就是彩虹

2024-01-10

Ok.....................

雨后就是彩虹

2024-01-10

Ok.....,..,..,.,,.,.,....

雨后就是彩虹

2024-01-09

OK…。。。。。…。。。。。

雨后就是彩虹

2024-01-08

OK。。。。…………。

Go to Tiger App to see more news

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Not only can you explore our unique tech-driven features, but you also stand a chance to win incredible rewards. Here’s how you can maximize your winnings:🏆 Winning Guide 🏆Discover Exclusive Features:Click to explore the unique features you’re interested in.Watch the feature introduction videos and complete the corresponding tasksShow Your Love:Like your favorite featuresIf the features you like end up in the top three, you’ll share in extra grand prizes!Collect and Win:Complete special tasks to earn pieces.Collect all pieces to exchange for high-value rewards!💡 Pro Tips:Complete highlighted tasks to earn extra rewards and a big bonus!Ready to dive","listText":"🎉 Unlock Your Path to $1,010 voucher with Our Winning Guide! 🎉Our exclusive anniversary event is now LIVE, and we want YOU to join in the fun! Not only can you explore our unique tech-driven features, but you also stand a chance to win incredible rewards. 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href=\"https://ttm.financial/S/S56.SI\">$莎姆达拉(S56.SI)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/S56.SI\">$莎姆达拉(S56.SI)$ </a>&nbsp;","text":"$莎姆达拉(S56.SI)$","images":[{"img":"https://community-static.tradeup.com/news/cc97d333f0930d9ccd77933011a58694","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268622164644000","isVote":1,"tweetType":1,"viewCount":5882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":811418401,"gmtCreate":1630335960603,"gmtModify":1676530274386,"author":{"id":"4087263755014960","authorId":"4087263755014960","name":"雨后就是彩虹","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087263755014960","idStr":"4087263755014960"},"themes":[],"title":"","htmlText":"555","listText":"555","text":"555","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/811418401","repostId":"1187906756","repostType":4,"repost":{"id":"1187906756","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":1630333803,"share":"https://ttm.financial/m/news/1187906756?lang=en_US&edition=fundamental","pubTime":"2021-08-30 22:30","market":"us","language":"zh","title":"Chinese emerging electric vehicle manufacturers listed in the US declined intraday, with Li Auto falling nearly 5%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1187906756","media":"老虎资讯综合","summary":"周一，中概新能源车概念股盘中走低，截至发稿，理想汽车跌近5%，蔚来超跌3%，小鹏汽车跌2.61%，小牛电动跌2.04%。\n\n今日理想汽车发布财报，2021年第二季度营收50.4亿元，同比增长158.8","content":"<p>On Monday, Chinese concept stocks related to new energy vehicles fell during trading. As of press time,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It fell nearly 5%.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Oversold by 3%<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell 2.61%.<a href=\"https://laohu8.com/S/NIU\">Niu Electric</a>It fell 2.04%.</p><p><img src=\"https://static.tigerbbs.com/be6b097daa07cdc62fa3c46a69ae8239\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Li Auto released its financial report today, showing revenue of 5.04 billion yuan in the second quarter of 2021, a year-on-year increase of 158.8%; The company reported a net loss of 235.5 million yuan in the second quarter, an increase compared to the same period last year.</p><p><img src=\"https://static.tigerbbs.com/7e875fb3de68b1e08ae8df67abb0cfc2\" tg-width=\"835\" tg-height=\"457\" 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>Chinese emerging electric vehicle manufacturers listed in the US declined intraday, with Li Auto falling nearly 5%.</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\">\nChinese emerging electric vehicle manufacturers listed in the US declined intraday, with Li Auto falling nearly 5%.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-08-30 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On Monday, Chinese concept stocks related to new energy vehicles fell during trading. As of press time,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It fell nearly 5%.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Oversold by 3%<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell 2.61%.<a href=\"https://laohu8.com/S/NIU\">Niu Electric</a>It fell 2.04%.</p><p><img src=\"https://static.tigerbbs.com/be6b097daa07cdc62fa3c46a69ae8239\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Li Auto released its financial report today, showing revenue of 5.04 billion yuan in the second quarter of 2021, a year-on-year increase of 158.8%; The company reported a net loss of 235.5 million yuan in the second quarter, an increase compared to the same period last year.</p><p><img src=\"https://static.tigerbbs.com/7e875fb3de68b1e08ae8df67abb0cfc2\" tg-width=\"835\" tg-height=\"457\" width=\"100%\" height=\"auto\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3461c9400040bdfdce3ecdd4882fbed","relate_stocks":{"LI":"理想汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187906756","content_text":"周一，中概新能源车概念股盘中走低，截至发稿，理想汽车跌近5%，蔚来超跌3%，小鹏汽车跌2.61%，小牛电动跌2.04%。\n\n今日理想汽车发布财报，2021年第二季度营收50.4亿元，同比增长158.8%；二季度净亏损2.355亿元，同比有所扩大。","news_type":1,"symbols_score_info":{"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":1301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884222564,"gmtCreate":1631895998858,"gmtModify":1676530665650,"author":{"id":"4087263755014960","authorId":"4087263755014960","name":"雨后就是彩虹","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087263755014960","idStr":"4087263755014960"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/884222564","repostId":"1121845156","repostType":4,"repost":{"id":"1121845156","kind":"news","pubTimestamp":1631892220,"share":"https://ttm.financial/m/news/1121845156?lang=en_US&edition=fundamental","pubTime":"2021-09-17 23:23","market":"sh","language":"zh","title":"Haitian Flavoring's market value has nearly halved this year. Is it a trap or an opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121845156","media":"闺蜜财经","summary":"今年的股市，说是价值投资者的“噩梦”也不为过。不知蜜友们感觉如何，蜜姐身边很多人，现在已经开始躺平了。\n尤其是年初拿了很多价值股的人，中国平安、万科、伊利、海天味业……惨得一塌糊涂。\n昨天，蜜妹关注到","content":"<p>It's no exaggeration to say that this year's stock market has been a \"nightmare\" for value investors. I wonder how my friends feel, but many people around me have already started to lie down.</p><p>Especially those who bought a lot of value stocks at the beginning of the year,<a href=\"https://laohu8.com/S/601318\">Ping An</a>Vanke, Yili<a href=\"https://laohu8.com/S/603288\">Haitian Flavoring</a>...It was a complete mess.</p><p>Yesterday, Honey Sister noticed that Haitian Flavoring had six block trades, with a total trading volume of 812,700 shares and a transaction amount of 64.4995 million yuan.</p><p>Further statistics show that the stock has seen 129 block trades in the past three months, with a total transaction amount of 2.392 billion yuan.</p><p>What's going on? Is it time to buy at the bottom?</p><p><img src=\"https://static.tigerbbs.com/e8cc8871fff56784f5654ddd5b3eacb0\" tg-width=\"964\" tg-height=\"783\" referrerpolicy=\"no-referrer\"></p><p><b>01</b></p><p>Haitian Flavoring Industry may not be known to many honey lovers. Its history can be traced back to 1955, when 25 ancient soy sauce gardens in Foshan planned to merge and reorganize, and the newly established factory was named \"Haitian Soy Sauce Factory\".</p><p>In 1994, Haitian underwent restructuring, transforming from a state-owned enterprise into a municipal enterprise.<a href=\"https://laohu8.com/S/QC7.SI\">the whole people</a>Foshan Haitian Seasoning Food Co., Ltd., a state-owned limited liability company, became a state-owned enterprise in 1995.</p><p>In November 2010, Haitian Seasoning Co., Ltd. was transformed into a joint-stock company.</p><p>On February 11, 2014, Haitian was successfully listed on the main board of the Shanghai Stock Exchange under the stock name Haitian Flavoring.</p><p><b>In the years since its listing, Haitian Flavoring has lived up to its reputation as a \"master of sauce\".</b>According to public reports, based on the stock price adjusted for stock splits, Haitian Flavoring's stock price has increased by as much as 13 times in the past 7 years, with a market capitalization of approximately 708.2 billion yuan.</p><p>However, judging from this year, this white horse seems to have \"faded away\".</p><p><img src=\"https://static.tigerbbs.com/2faa47619cb9324c533fc81d98383050\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p>Let's first take a look at Haitian Flavoring's stock price trend over the past year. As shown in the figure below, the highest point was in January of this year, when Haitian Flavoring's stock price reached more than 160 yuan per share. It then declined amidst fluctuations and remained above 100 yuan until the end of August.</p><p>As August 31 approached, things didn't seem to be going well. Haitian Flavoring hit the daily limit down that day and continued its downward trend for the next few trading days, gradually falling to more than 80 yuan today.</p><p>Today (September 16), Haitian Flavoring's stock price rose sharply, contrary to the overall market trend. Is this bottom out?</p><p><b>02</b></p><p>If the decline in the first half of the year was related to the general sluggishness of value stocks and the return of market capitalization, then the main reason for the sharp drop at the end of August lies with Haitian Flavoring itself.</p><p><b>The story begins with the semi-annual report released by Haitian Flavoring on August 30. Simply put, this is a \"report card\" that fell short of expectations.</b></p><p><img src=\"https://static.tigerbbs.com/84899a2aa3d36490eb84542211744637\" tg-width=\"554\" tg-height=\"266\" referrerpolicy=\"no-referrer\"></p><p>The interim report disclosed that in the first half of 2021, Haitian Flavoring's revenue reached 12.332 billion yuan, a year-on-year increase of 6.36%; Net profit attributable to the parent company was RMB 3.353 billion, a year-on-year increase of 3.07%, while net cash flow from operating activities plummeted by 83.85%, decreasing from RMB 1.57 billion in the first half of 2020 to RMB 254 million in the first half of this year.</p><p>The second quarter is particularly noteworthy.</p><p>In terms of product categories, Haitian Flavoring's revenue from soy sauce, seasoning sauce, and oyster sauce increased year-on-year in the first half of the year, but the year-on-year growth rates of these three categories all declined in the second quarter.</p><p>The year-on-year growth rates of the three major products decreased by 7.2%, 8.66%, and 7.06%, respectively.</p><p><img src=\"https://static.tigerbbs.com/0548466483704418615f3c035980a40e\" tg-width=\"554\" tg-height=\"468\" referrerpolicy=\"no-referrer\"></p><p>Looking at different regions, Haitian Flavoring also experienced a downward trend in the second quarter. Revenue in the East, South, Central, North, and West regions decreased by 7.10%, 9.47%, 8.10%, 14.15%, and 4.82% year-on-year, respectively.</p><p>In addition, the rise in raw material prices such as soybeans in the first half of the year led to higher production costs, which squeezed profit margins. In the first half of 2021, Haitian Flavoring's gross profit margin and net profit margin were 39.31% and 27.21% respectively, a decrease of 3.63 and 0.87 percentage points compared with the same period last year.</p><p><b>Based on this,<a href=\"https://laohu8.com/S/002926\">Huaxi Securities</a>The research institute downgraded Haitian Flavoring's rating from buy to overweight.</b></p><p><img src=\"https://static.tigerbbs.com/7d4df3fc6eaabe7539ae1d146df806c8\" tg-width=\"700\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p><p><b>03</b></p><p><b>Besides cost increases squeezing profit margins, Haitian Flavoring has another \"competitor\": community group buying.</b></p><p>As a giant in offline channels, Haitian Flavoring has excellent shelf locations in supermarkets and other areas, giving it a clear advantage.</p><p>However, with the rise of community group buying, the impact on sales through offline channels has also become significant. Public data shows that in the second quarter, Haitian Flavoring's offline channel revenue was 4.74 billion yuan, a year-on-year decrease of 10%.</p><p>On the other hand, because community group buying does not require paying large barcode fees, it means that all brands are on the same starting line. Haitian Flavoring's traditional \"moat\" advantage is gone, which is actually detrimental to its sales growth.</p><p><b>How much growth potential does Haitian Flavoring have in the future? From a channel perspective, the main consideration is the impact of community group buying on the company, as well as the company's own response to it.</b>Coping strategies.</p><p>Currently, Haitian Flavoring is promoting its marketing transformation. On the one hand, it continues to strengthen its offline network, with a net increase of 356 new distributors in the first half of the year. At the same time, it is accelerating the expansion of its online business. In the second quarter, online revenue reached 250 million yuan, an increase of 14.4% year-on-year, which is a reasonable pace.</p><p><img src=\"https://static.tigerbbs.com/6dab3f7a8d9c0b815adbd6ea2e2a5b4c\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p><p><b>In terms of products, the question is whether, while stabilizing the core business of soy sauce, it can further explore new growth points.</b></p><p>In the past two years, Haitian Flavoring has made many moves. In addition to its main products, it has successively expanded into sub-sectors such as vinegar, chicken essence, MSG, and cooking wine. Later, it has launched products such as hot pot broth, cooking oil, and rice. The current product range is also very wide.</p><p>However, from Mi Mei's perspective, consumers are more willing to pay for its main product line, while its secondary products do not have a high presence. This can also be seen from the data. According to the 2021 semi-annual report, excluding soy sauce, oyster sauce, and sauces, Haitian Flavoring's revenue from \"other\" products was 1.125 billion yuan, accounting for 9.13% of revenue, the lowest revenue share among all categories.</p><p>Therefore, it is still unclear whether there will be a major breakthrough in new growth points.</p><p><b>Finally, when buying a stock, besides the fundamentals and trend, the price is more important.</b></p><p>After 2020, Haitian Flavoring's P/E exceeded 100 times at its peak. Although it has now fallen to around 56 times, it is still higher than the average for the food and beverage industry. The price-to-sales ratio is currently more than 16, which is also higher than the industry average of less than 15.</p><p><img src=\"https://static.tigerbbs.com/0b1569d930e5cd2ffebc105b33cab17a\" tg-width=\"1080\" tg-height=\"746\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>It is also worth noting that in the past year, the number of shareholders of Haitian Flavoring has increased from more than 40,000 to more than 160,000 at the end of the first half of 2021, a threefold increase. What does this mean?</p><p>In the six years from its listing in 2014 to 2020, the number of shareholders of Haitian Flavoring only increased from about 24,000 to about 48,000. In other words, the number of shareholders increased by Haitian Flavoring in the past year far exceeds the total number of shareholders increased in the past six years.</p><p>This means the entry of a large number of retail investors, but also a reduction in institutional shareholding. What kind of signal is this?</p>","source":"lsy1600999424646","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>Haitian Flavoring's market value has nearly halved this year. Is it a trap or an opportunity?</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\">\nHaitian Flavoring's market value has nearly halved this year. Is it a trap or an opportunity?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">闺蜜财经</strong><span class=\"h-time small\">2021-09-17 23:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It's no exaggeration to say that this year's stock market has been a \"nightmare\" for value investors. I wonder how my friends feel, but many people around me have already started to lie down.</p><p>Especially those who bought a lot of value stocks at the beginning of the year,<a href=\"https://laohu8.com/S/601318\">Ping An</a>Vanke, Yili<a href=\"https://laohu8.com/S/603288\">Haitian Flavoring</a>...It was a complete mess.</p><p>Yesterday, Honey Sister noticed that Haitian Flavoring had six block trades, with a total trading volume of 812,700 shares and a transaction amount of 64.4995 million yuan.</p><p>Further statistics show that the stock has seen 129 block trades in the past three months, with a total transaction amount of 2.392 billion yuan.</p><p>What's going on? Is it time to buy at the bottom?</p><p><img src=\"https://static.tigerbbs.com/e8cc8871fff56784f5654ddd5b3eacb0\" tg-width=\"964\" tg-height=\"783\" referrerpolicy=\"no-referrer\"></p><p><b>01</b></p><p>Haitian Flavoring Industry may not be known to many honey lovers. Its history can be traced back to 1955, when 25 ancient soy sauce gardens in Foshan planned to merge and reorganize, and the newly established factory was named \"Haitian Soy Sauce Factory\".</p><p>In 1994, Haitian underwent restructuring, transforming from a state-owned enterprise into a municipal enterprise.<a href=\"https://laohu8.com/S/QC7.SI\">the whole people</a>Foshan Haitian Seasoning Food Co., Ltd., a state-owned limited liability company, became a state-owned enterprise in 1995.</p><p>In November 2010, Haitian Seasoning Co., Ltd. was transformed into a joint-stock company.</p><p>On February 11, 2014, Haitian was successfully listed on the main board of the Shanghai Stock Exchange under the stock name Haitian Flavoring.</p><p><b>In the years since its listing, Haitian Flavoring has lived up to its reputation as a \"master of sauce\".</b>According to public reports, based on the stock price adjusted for stock splits, Haitian Flavoring's stock price has increased by as much as 13 times in the past 7 years, with a market capitalization of approximately 708.2 billion yuan.</p><p>However, judging from this year, this white horse seems to have \"faded away\".</p><p><img src=\"https://static.tigerbbs.com/2faa47619cb9324c533fc81d98383050\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p>Let's first take a look at Haitian Flavoring's stock price trend over the past year. As shown in the figure below, the highest point was in January of this year, when Haitian Flavoring's stock price reached more than 160 yuan per share. It then declined amidst fluctuations and remained above 100 yuan until the end of August.</p><p>As August 31 approached, things didn't seem to be going well. Haitian Flavoring hit the daily limit down that day and continued its downward trend for the next few trading days, gradually falling to more than 80 yuan today.</p><p>Today (September 16), Haitian Flavoring's stock price rose sharply, contrary to the overall market trend. Is this bottom out?</p><p><b>02</b></p><p>If the decline in the first half of the year was related to the general sluggishness of value stocks and the return of market capitalization, then the main reason for the sharp drop at the end of August lies with Haitian Flavoring itself.</p><p><b>The story begins with the semi-annual report released by Haitian Flavoring on August 30. Simply put, this is a \"report card\" that fell short of expectations.</b></p><p><img src=\"https://static.tigerbbs.com/84899a2aa3d36490eb84542211744637\" tg-width=\"554\" tg-height=\"266\" referrerpolicy=\"no-referrer\"></p><p>The interim report disclosed that in the first half of 2021, Haitian Flavoring's revenue reached 12.332 billion yuan, a year-on-year increase of 6.36%; Net profit attributable to the parent company was RMB 3.353 billion, a year-on-year increase of 3.07%, while net cash flow from operating activities plummeted by 83.85%, decreasing from RMB 1.57 billion in the first half of 2020 to RMB 254 million in the first half of this year.</p><p>The second quarter is particularly noteworthy.</p><p>In terms of product categories, Haitian Flavoring's revenue from soy sauce, seasoning sauce, and oyster sauce increased year-on-year in the first half of the year, but the year-on-year growth rates of these three categories all declined in the second quarter.</p><p>The year-on-year growth rates of the three major products decreased by 7.2%, 8.66%, and 7.06%, respectively.</p><p><img src=\"https://static.tigerbbs.com/0548466483704418615f3c035980a40e\" tg-width=\"554\" tg-height=\"468\" referrerpolicy=\"no-referrer\"></p><p>Looking at different regions, Haitian Flavoring also experienced a downward trend in the second quarter. Revenue in the East, South, Central, North, and West regions decreased by 7.10%, 9.47%, 8.10%, 14.15%, and 4.82% year-on-year, respectively.</p><p>In addition, the rise in raw material prices such as soybeans in the first half of the year led to higher production costs, which squeezed profit margins. In the first half of 2021, Haitian Flavoring's gross profit margin and net profit margin were 39.31% and 27.21% respectively, a decrease of 3.63 and 0.87 percentage points compared with the same period last year.</p><p><b>Based on this,<a href=\"https://laohu8.com/S/002926\">Huaxi Securities</a>The research institute downgraded Haitian Flavoring's rating from buy to overweight.</b></p><p><img src=\"https://static.tigerbbs.com/7d4df3fc6eaabe7539ae1d146df806c8\" tg-width=\"700\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p><p><b>03</b></p><p><b>Besides cost increases squeezing profit margins, Haitian Flavoring has another \"competitor\": community group buying.</b></p><p>As a giant in offline channels, Haitian Flavoring has excellent shelf locations in supermarkets and other areas, giving it a clear advantage.</p><p>However, with the rise of community group buying, the impact on sales through offline channels has also become significant. Public data shows that in the second quarter, Haitian Flavoring's offline channel revenue was 4.74 billion yuan, a year-on-year decrease of 10%.</p><p>On the other hand, because community group buying does not require paying large barcode fees, it means that all brands are on the same starting line. Haitian Flavoring's traditional \"moat\" advantage is gone, which is actually detrimental to its sales growth.</p><p><b>How much growth potential does Haitian Flavoring have in the future? From a channel perspective, the main consideration is the impact of community group buying on the company, as well as the company's own response to it.</b>Coping strategies.</p><p>Currently, Haitian Flavoring is promoting its marketing transformation. On the one hand, it continues to strengthen its offline network, with a net increase of 356 new distributors in the first half of the year. At the same time, it is accelerating the expansion of its online business. In the second quarter, online revenue reached 250 million yuan, an increase of 14.4% year-on-year, which is a reasonable pace.</p><p><img src=\"https://static.tigerbbs.com/6dab3f7a8d9c0b815adbd6ea2e2a5b4c\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p><p><b>In terms of products, the question is whether, while stabilizing the core business of soy sauce, it can further explore new growth points.</b></p><p>In the past two years, Haitian Flavoring has made many moves. In addition to its main products, it has successively expanded into sub-sectors such as vinegar, chicken essence, MSG, and cooking wine. Later, it has launched products such as hot pot broth, cooking oil, and rice. The current product range is also very wide.</p><p>However, from Mi Mei's perspective, consumers are more willing to pay for its main product line, while its secondary products do not have a high presence. This can also be seen from the data. According to the 2021 semi-annual report, excluding soy sauce, oyster sauce, and sauces, Haitian Flavoring's revenue from \"other\" products was 1.125 billion yuan, accounting for 9.13% of revenue, the lowest revenue share among all categories.</p><p>Therefore, it is still unclear whether there will be a major breakthrough in new growth points.</p><p><b>Finally, when buying a stock, besides the fundamentals and trend, the price is more important.</b></p><p>After 2020, Haitian Flavoring's P/E exceeded 100 times at its peak. Although it has now fallen to around 56 times, it is still higher than the average for the food and beverage industry. The price-to-sales ratio is currently more than 16, which is also higher than the industry average of less than 15.</p><p><img src=\"https://static.tigerbbs.com/0b1569d930e5cd2ffebc105b33cab17a\" tg-width=\"1080\" tg-height=\"746\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>It is also worth noting that in the past year, the number of shareholders of Haitian Flavoring has increased from more than 40,000 to more than 160,000 at the end of the first half of 2021, a threefold increase. What does this mean?</p><p>In the six years from its listing in 2014 to 2020, the number of shareholders of Haitian Flavoring only increased from about 24,000 to about 48,000. In other words, the number of shareholders increased by Haitian Flavoring in the past year far exceeds the total number of shareholders increased in the past six years.</p><p>This means the entry of a large number of retail investors, but also a reduction in institutional shareholding. What kind of signal is this?</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/CjqhUqROX2CXwYImc04kdw\">闺蜜财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"603288":"海天味业"},"source_url":"https://mp.weixin.qq.com/s/CjqhUqROX2CXwYImc04kdw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121845156","content_text":"今年的股市，说是价值投资者的“噩梦”也不为过。不知蜜友们感觉如何，蜜姐身边很多人，现在已经开始躺平了。\n尤其是年初拿了很多价值股的人，中国平安、万科、伊利、海天味业……惨得一塌糊涂。\n昨天，蜜妹关注到，海天味业发生6笔大宗交易，合计成交量81.27万股，成交金额6449.95万元。\n进一步统计，近3个月内该股累计发生129笔大宗交易，合计成交金额为23.92亿元。\n这是什么情况，抄底的时机到了吗？\n\n01\n海天味业，可能不少蜜友并不知道这个名字。其历史要从1955年说起，彼时佛山25家古酱园谋略合并重组，新组建的厂命名为“海天酱油厂”。\n1994年海天转制，从国有企业变身为市属全民所有制企业，1995年成为国有参股的有限责任公司——佛山市海天调味食品有限公司。\n2010年11月，海天调味有限整体变更为股份有限公司。\n2014年2月11日，海天在上交所主板成功挂牌上市，股票名称为海天味业。\n上市这几年里，海天味业“酱茅”的称号名不虚传。根据公开报道，以后复权的股价来计算，这7年海天味业的股价涨幅最高达13倍，市值最高大概7082亿。\n不过今年来看，这只白马似乎有“偃旗息鼓”的态势。\n\n先来看看海天味业最近一年的股价走势。如下图，最高点时是今年1月，彼时海天味业的股价到了每股160多块，随后在震荡中下行，直到8月底前，还维持在百元以上的价格。\n时间进入8月31日，情况似乎又不太妙，当天海天味业直接跌停，此后几个交易日继续维持下跌趋势，陆陆续续阴跌到如今的80多块。\n今天（9月16日），海天味业股价和大盘走势相反，呈大涨状态。这是触底反弹了吗？\n02\n如果说前半年的下跌和价值股普遍的萎靡状态、市值回归等有关，那么8月底的那场大跌，主要还是得从海天味业本身找原因。\n情况要从8月30日，海天味业发布的半年度报告说起。简单说，这是一份不及预期的“成绩单”。\n\n半年报披露，2021上半年，海天味业营收123.32亿元，同比增长6.36%；归母净利润33.53亿元，同比增长3.07%，经营活动产生的现金流量净额大跌83.85%，从2020上半年的15.70亿元，减少到今年上半年的2.54亿元。\n尤其值得注意的是二季度。\n从品类来看，上半年海天味业的酱油、调味酱、蚝油的营收同比还是增长的，但二季度这三大品类的同比增速都不约而同下降了。\n上述三大产品同比增速分别下降了7.2%、8.66%、7.06%。\n\n分区域来看，海天味业二季度也在走“下坡路”。东部、南部、中部、北部、西部营收同比分别下降了7.10%、9.47%、8.10%、14.15%、4.82%。\n此外，因为上半年大豆等原材料价格的上升，导致生产成本变高，压缩了利润空间。2021上半年，海天味业的毛利率和净利率分别为39.31%、27.21%，同比去年下降了3.63和0.87个百分点。\n基于此，华西证券研究所下调了海天味业的评级，从买入下调至增持。\n\n03\n除了成本增长压缩了利润空间，海天味业还有一个“竞争者”是社区团购。\n作为线下渠道的大佬，海天味业的商超等货架铺设位置很好，优势明显。\n但随着社区团购的兴起，线下渠道的销售影响亦明显。公开数据显示，二季度，海天味业的线下渠道收入47.4亿元，同比下降10%。\n另一方面，因为社区团购不需要支付大额的条码费，相当于所有品牌都在同一起跑线，海天味业传统的“护城河”优势没有了，这对其销售增长其实是不利的。\n未来海天味业的增长空间有多大？从渠道方面，主要看社区团购对其的冲击，以及公司自身对此的应对策略。\n目前，海天味业正在推进营销转型，一方面持续强化线下网络，上半年净新增经销商356家，同时加速开拓在线业务，二季度在线收入2.5亿，同比增14.4%，这个速度也还可以。\n\n产品方面，就是是否能在稳住酱油这个基本盘的基础上，再进一步寻找新的业绩增长点。\n这两年，海天味业的动作颇多，几大主营产品外，后面又陆续布局醋、鸡精、味精、料酒等细分领域，后面又陆续推出了火锅底料、食用油、大米等产品。现在的产品系也很广泛。\n但就蜜妹来看，消费者更愿意买单的还是他的主营产品线，副线产品的存在感并不高。这从数据中也可以看到。2021半年报显示，除去酱油、蚝油、酱类，海天味业的“其他”产品营收11.25亿，占收入的比例为9.13%，营收占比是各项中的最低。\n所以，新的增长点是否会有大的突破，目前还不明朗。\n最后，买入一只股票，除了基本盘和趋势，更重要的是价格。\n2020年以后，海天味业的市盈率最高时超过100倍。尽管目前跌到了56倍左右，但仍然高于食品饮料行业的平均数值。市销率目前16倍多，也高于不到15倍的行业平均值。\n\n还值得注意的是，最近1年里海天味业的股东数，从4万多户增加到2021年半年末时的16万多户，增加了3倍。这是什么概念？\n从2014年上市到2020年这6年时间，海天味业的股东数量只是从2.4万左右增加到大概4.8万。也就是说，过去1年里，海天味业增加的股东数远超于过去6年增加的总和。\n这意味着大量散户的进场，也意味着机构持股的减少。这是啥信号？","news_type":1,"symbols_score_info":{"603288":0.9}},"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831862976,"gmtCreate":1629301092295,"gmtModify":1676529997893,"author":{"id":"4087263755014960","authorId":"4087263755014960","name":"雨后就是彩虹","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087263755014960","idStr":"4087263755014960"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/831862976","repostId":"1134934979","repostType":4,"repost":{"id":"1134934979","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":1629296884,"share":"https://ttm.financial/m/news/1134934979?lang=en_US&edition=fundamental","pubTime":"2021-08-18 22:28","market":"us","language":"zh","title":"Tencent's ADR surged nearly 5% after its financial report was recognized.","url":"https://stock-news.laohu8.com/highlight/detail?id=1134934979","media":"老虎资讯综合","summary":"周三盘中，$腾讯控股ADR(TCEHY)$快速拉升，现涨近5%，股价报57.78美元，成交额超1亿美元。今日公布的财报显示，腾讯二季度营收1382.59亿人民币，同比增长20%。二季度净利润426亿人民币，同比增长29%。\n\n\n【详情查看】腾讯财报超预期，首度披露小学生游戏流水占比","content":"<p>During trading on Wednesday,<a href=\"https://laohu8.com/S/TCEHY\">Tencent Holdings ADR</a>It surged rapidly, currently up nearly 5%, with the stock price at $57.78 and a turnover exceeding $100 million. Tencent's financial report released today shows that its revenue in the second quarter was RMB 138.259 billion, a year-on-year increase of 20%. Net profit for the second quarter was RMB 42.6 billion, a year-on-year increase of 29%.</p><p>[View Details]<a href=\"https://laohu8.com/NW/1183521984\" target=\"_blank\">Tencent's financial report exceeded expectations, revealing for the first time the proportion of revenue from primary school student games.</a></p><p><img src=\"https://static.tigerbbs.com/18657681e04d47136e2634a1bb31566d\" 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>Tencent's ADR surged nearly 5% after its financial report was recognized.</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\">\nTencent's ADR surged nearly 5% after its financial report was recognized.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-08-18 22:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>During trading on Wednesday,<a href=\"https://laohu8.com/S/TCEHY\">Tencent Holdings ADR</a>It surged rapidly, currently up nearly 5%, with the stock price at $57.78 and a turnover exceeding $100 million. Tencent's financial report released today shows that its revenue in the second quarter was RMB 138.259 billion, a year-on-year increase of 20%. Net profit for the second quarter was RMB 42.6 billion, a year-on-year increase of 29%.</p><p>[View Details]<a href=\"https://laohu8.com/NW/1183521984\" target=\"_blank\">Tencent's financial report exceeded expectations, revealing for the first time the proportion of revenue from primary school student games.</a></p><p><img src=\"https://static.tigerbbs.com/18657681e04d47136e2634a1bb31566d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134934979","content_text":"周三盘中，腾讯控股ADR快速拉升，现涨近5%，股价报57.78美元，成交额超1亿美元。今日公布的财报显示，腾讯二季度营收1382.59亿人民币，同比增长20%。二季度净利润426亿人民币，同比增长29%。\n【详情查看】腾讯财报超预期，首度披露小学生游戏流水占比","news_type":1,"symbols_score_info":{"00700":0.9}},"isVote":1,"tweetType":1,"viewCount":1764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892025698,"gmtCreate":1628613588814,"gmtModify":1676529798581,"author":{"id":"4087263755014960","authorId":"4087263755014960","name":"雨后就是彩虹","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087263755014960","idStr":"4087263755014960"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/892025698","repostId":"2158047258","repostType":4,"repost":{"id":"2158047258","kind":"highlight","pubTimestamp":1628609622,"share":"https://ttm.financial/m/news/2158047258?lang=en_US&edition=fundamental","pubTime":"2021-08-10 23:33","market":"us","language":"zh","title":"The tide recedes: Can seashells, which have plummeted, still survive?","url":"https://stock-news.laohu8.com/highlight/detail?id=2158047258","media":"虎嗅","summary":"贝壳正站在悬崖边，股价一度跌破发行价。\n中概股暴跌，波及到贝壳。美国东部时间8月5日收盘，贝壳跌破发行价至19.81美元每股、市值236亿美元（人民币约1525.39亿元），与去年8月刚上市相比，市值","content":"<p><a href=\"https://laohu8.com/S/BEKE\">Seashell</a>Standing on the edge of a cliff, the stock price once fell below the issue price.</p><p>Chinese concept stocks plummeted, affecting Beike. At the close of trading on August 5, Eastern Time, Beike fell below its IPO price to $19.81 per share, with a market capitalization of $23.6 billion (approximately RMB 152.539 billion). Compared with when it first went public last August, its market capitalization has shrunk by more than half.</p><p>It's not without reason that seashells were affected this time. There have been constant questions about the monopoly of this \"behemoth\" real estate agency.</p><p>The crackdown arrived soon. On July 23, eight departments, including the Ministry of Housing and Urban-Rural Development, the National Development and Reform Commission, and the Ministry of Public Security, issued a notice on continuing to rectify and standardize the real estate market order.</p><p>The situation has suddenly changed, and the thriving intermediary agencies are facing a strong crackdown. Zuo Hui, the founder of Beike, has passed away. Can Beike, led by his successor, overcome its uncertainty?</p><p><img src=\"https://static.tigerbbs.com/4ee4a6f1c40c1e7f49292c6ff0039d5b\" tg-width=\"1000\" tg-height=\"750\" referrerpolicy=\"no-referrer\">Photo by Sister Morse at a seashell contracted service center in Yubei District, Chongqing.</p><p>Shell Story</p><p>Beike, the largest real estate transaction platform in China, has received mixed reviews within the industry.</p><p>In 2001, Zuo Hui founded Lianjia, honestly engaged in the real estate transaction brokerage business, and occasionally embraced the internet to avoid being photographed on the beach.</p><p>Looking back at the company's development history, under Zuo Hui's leadership, Lianjia, with a sweeping momentum, successively merged a total of 11 real estate brokerage companies in first- and second-tier developed cities such as Chengdu, Shanghai, Beijing, Shenzhen, and Hangzhou in different ways, including Yicheng, Deyou, Yijia, Zoomlion, Beijing Gaoce, Shengshi Butler, Daxingye, Furui Real Estate, Mantanghong, Haowangjiao, and Yuansheng Real Estate.</p><p><img src=\"https://static.tigerbbs.com/5247820fa7ed73839a30febdeafe6100\" tg-width=\"1000\" tg-height=\"578\" referrerpolicy=\"no-referrer\">Beike's Development History (Illustrated by Sister Morse)</p><p>That wasn't enough. Zuo Hui, spearheaded by Peng Yongdong (now Chairman and CEO of Beike Zhaofang), expanded his territory on the internet. In April 2018, amidst widespread skepticism, Beike Zhaofang was launched, positioned as an open industry platform. In fact, Peng Yongdong also had doubts. After all, he already had Lianjia.com. Would it be a waste of manpower and resources to continue working on Beike, which was shelved in 2014?</p><p>The fundamental difference is that Lianjia's main focus is on traditional intermediaries, which are difficult to tell stories in the capital market, while Beike's story, which focuses on internet technology platforms, is more enticing. Beike is actually a means to alleviate Lianjia's IPO predicament.</p><p>Beike's development platform is reflected in its rapid expansion and cooperation with offline stores and intermediaries through the ACN network (note: broker collaboration network).</p><p>Real estate agencies that join the Beike platform can access more properties and potential customers through shared resources, thereby promoting commercial housing transactions. After the transaction is completed, according to the current ACN network rules, the Beike platform and the brand owner will deduct a certain percentage of the store's transaction performance commission, and the remaining portion will be shared by the stores, transaction brokers, property entry personnel, maintainers, recommenders, financial advisors and other parties.</p><p>In a single transaction, there may be more than 10 people involved, which is where Beike stands out.</p><p>On its expansion path, Beike has increased its leverage in the second-hand housing sector, acquiring franchise partnerships by offering discounts, and using a decline in commission rates to increase its overall market share. Its overall GTV increased from RMB 0.7 trillion in 2017 to RMB 1.9 trillion in 2020, its commission rate decreased from 2.5% to 1.6%, and its overall market share increased from 12.3% to 26.2%.</p><p>Through this model, each participant receives a share of the transaction revenue, which fattens the shell's size.</p><p>According to Beike's prospectus, Beike became China's second-largest commercial platform in 2019, second only to Taobao, and higher than...<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Ctrip, etc.</p><p>As a leading real estate brokerage company, Beike had 47,000 offline stores, 493,100 real estate agents, and 9.11 million online VR properties as of the time of its 2020 annual report.</p><p>Among them, Beike has two larger entities: Lianjia, which accounts for 80% of the direct line, and 21st Century Real Estate and other cooperative franchise brands, which account for 20%.</p><p>In the intermediary industry, which lacks technical content, scale alone is not enough. Therefore, in order to compete with competitors, Beike implemented standardization of three major elements: housing data, services, and brokers, to strengthen its competitive advantage, which is also an important foundation for its unique position in the industry.</p><p>Especially in terms of housing data, Beike relies on Lianjia's efforts since 2009 to collect housing information and build a \"real estate dictionary\" to verify genuine properties. As of the end of the first quarter of 2020, the \"Real Estate Dictionary\" had information on 226 million real housing units. With a huge market size and the support of genuine housing listings, this is a competitive barrier that is difficult for external competitors to match.</p><p>Beike's ACN broker partnership network model and the \"Real Estate Dictionary,\" a big database of real estate information it has created, have piqued the interests of overseas investors.</p><p>On August 13, 2020, Beike successfully completed its IPO, raising over $2 billion, with a daily increase of over 80% and a market capitalization of over 290 billion yuan. At that time, Beike's market capitalization was equivalent to 1.5.<a href=\"https://laohu8.com/S/02007\">Country Garden</a>Two Sunacs.</p><p>Driven by massive transaction data from its existing housing business (second-hand housing brokerage and rental brokerage businesses) and new housing business, Beike's total transaction volume in 2020 reached 3.5 trillion yuan, with revenue of 70.5 billion yuan and net profit of 2.78 billion yuan.</p><p>\"Monopoly\" question</p><p>Beike, which is too big to fail, is usually questioned about the disorderly expansion and monopoly of capital. Today, Beike, which has become the target of public criticism, also faces this problem.</p><p>Since becoming a platform, Beike has leaped to a higher level, upgrading its profit model from doing it yourself to having other companies work for it. It's understandable that the real estate agents who join the platform are being charged commissions. If any platform adopts strong controls to exploit people for a long time, it will inevitably cause a backlash.</p><p>To what extent should strict control be implemented? Once you join, you cannot join other platforms. Moreover, under the revenue-sharing model, the intermediaries who join are required to hand over core secrets such as personnel and financial rights to Beike.</p><p>Based on a set of assessment standards, intermediaries are divided into four levels: A, B, C, and D. Each level has different permissions. Level C and Level D stores have relatively fewer customer and property viewing permissions, and agents are also divided into different levels, resulting in different exposure rates.</p><p>Beike's strong control has caused widespread resentment among intermediaries in the industry (both those who have not yet joined Beike and those who have already joined Beike), leading to numerous boycotts.</p><p>Two points have been consistently criticized:</p><p><ul><li>As Beike's self-operated project, Lianjia is considered to have received more resource allocation and platform exposure, which has been criticized as \"both setting rules and playing the game, acting as both a referee and an athlete\".</p><p></li></ul><ul><li>Beike holds an absolute leading position in the industry, which can easily lead to partner agencies being sidelined by brands, losing their teams, handing over trade secrets such as properties and customers, and having to leave their commission rates at Beike's mercy.</p><p></li></ul>Actually, the developers weren't too happy either.</p><p>In the new housing sector, Beike's Class A and Class B cooperation implements an exclusive distribution model of \"I don't have him, and he doesn't have me\", which means that if a real estate company chooses Beike, it cannot choose other channel partners. Only in Class C cooperation can real estate companies cooperate with other channel partners at the same time.</p><p>How high is the status of seashells? \"Being a real estate executive these days is really simple. You either have to come up with a tried-and-true trump card to lower prices, or you have to persuade the boss to go to Beike,\" an industry insider lamented.</p><p>Beike has gained control of the discourse and the pricing power for profit sharing. Beike's commission rate for new homes increased from 2.54% in 2017 to 2.74% in 2020. With high commissions, Beike's total transaction volume for new homes increased from 252.6 billion yuan to 1.4 trillion yuan. At its peak, Beike's commissions were equivalent to those of real estate companies in the universe.<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>(03333.HK) had a net profit margin of 6% in 2020.</p><p>Beike has taken the top spot in real estate profit sharing, even surpassing the usually dominant developers. Some people quit, and Evergrande took the lead in using RV Treasure to compete, while other real estate companies also began to build their own marketing channels.</p><p>Beike's enviable dividends and crushing competition have made other internet peers quite uncomfortable.</p><p>On April 10th this year,<a href=\"https://laohu8.com/S/WUBA\">58.com</a>CEO Yao Jinbo angrily posted this.<a href=\"https://laohu8.com/S/WB\">Weibo</a>\"In the real estate transaction sector, there is a more blatant choice of two options packaged as voluntary. We strongly urge the state to impose an anti-monopoly fine of 4 billion yuan on Beike Zhaofang.\"</p><p>Since 2019, Jinhua, Shaoxing,<a href=\"https://laohu8.com/S/N4E.SI\">Nanchang</a>In many places, an \"anti-shell alliance\" has emerged in which real estate agencies are boycotting Beike. Yao Jinbo was one of the first to \"reverse the shell company\". In June 2018, 58.com jointly<a href=\"https://laohu8.com/S/000560\">I love my home</a>Real estate agencies such as Centaline Property and 21st Century Real Estate have established the \"Anti-Shell Alliance\".</p><p>As Beike expands, it has unlimited possibilities in data applications, but these unlimited possibilities hide the danger of encountering antitrust regulations.</p><p>Once Beike becomes a \"channel terminator,\" all customer sources must be obtained through Beike. Through this, Beike gained a more accurate understanding of transaction situations in the real estate market.</p><p>Compared to the lagging online contract signing data and the fact that new home prices and transaction volumes are easily affected by supply and location, the second-hand housing market is a more free market, and its transaction situation often better reflects the actual temperature of the urban real estate market.</p><p>Therefore, the database built by Beike has great potential for future application scenarios, including but not limited to government policy-making, real estate market investment, and investment institution investment.</p><p>The tide has gone out.</p><p>Beike, which has been criticized for alleged monopoly, may feel innocent.</p><p>Beike has developed rapidly in recent years and has become an undisputed industry leader.</p><p>Zuo Hui, who once suffered greatly from black market intermediaries, said before his death, \"I am a long-termist who does not care about short-term interests and is more willing to do the difficult but right thing.\" It was under the guidance of this idealistic sentiment that Beike indeed carved out a bloody path.</p><p>In recent years, relevant departments have proposed \"strengthening anti-monopoly measures and preventing the disorderly expansion of capital\" three times in a row. This has made many industry giants suspected of monopolies tremble.</p><p>In the second-hand housing market, Beike's predecessor, Lianjia, had a precedent of being investigated and punished for suspected monopoly.</p><p>Beike's predecessor, Lianjia, invented the \"exclusive housing listing entrustment\" transaction model and paid the price for it. In 2016, Lianjia was investigated and punished for suspected monopoly in first-tier cities such as Beijing and Shanghai.</p><p>Anti-monopoly actions in the real estate transaction sector are intensifying. Previously, at an administrative guidance meeting for internet platform companies convened by relevant departments, among the 34 internet companies present, in addition to...<a href=\"https://laohu8.com/S/00700\">Tencent</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Waiting for giants, there's also Beike looking for housing.</p><p>Since July, efforts to rectify irregularities in real estate transactions have been continuously intensified. Everyone is waiting and watching. Who will be the one who stands out and gets beaten up?</p><p>Against the backdrop of \"the higher the housing price, the higher the transaction volume of the house, and the more commission the real estate agent will receive,\" the existing business practices and marketing methods of real estate agents have become one of the important fuels for rising housing prices. It's nothing new for some real estate agencies to get involved in fueling the surge in speculation.</p><p>In the recently reported \"Shenzhen Real Estate Management\" incident, 44 real estate agents who facilitated illegal real estate speculation were blacklisted.</p><p>Since 2021, Beike Zhaofang has successively raised its brokerage fees in some key cities in China, including Shanghai, Shenzhen, Guangzhou, Chengdu, Zhengzhou, and Chongqing, from 2% to 3%, with buyers bearing 2% and sellers bearing 1% (previously 0%). The wool comes from the sheep, which naturally affects the price of second-hand homes.</p><p>While commission increases can boost intermediary profits, they can also have other negative impacts. In December 2014, the Tianjin Municipal Price Authority imposed a total fine of 5.31 million yuan on I Love My Home, Lianjia Real Estate, and Centaline Property for colluding to raise brokerage fees simultaneously.</p><p>With increasing regulatory pressure, it is becoming increasingly difficult to operate in the second-hand housing market.</p><p>According to the latest statistics from institutions, the transaction volume of second-hand homes in 10 major cities across the country declined by 30% in July, a far greater decline than that of new homes.</p><p>Beike was launched in April 2018; Beike went public on NASDAQ on August 13, 2020; Beike ranked 164th on the Fortune China 500 list released in July 2021.</p><p>Undoubtedly, the seashells of the past caught up with good times, and the seashells of the future need to get used to the ebb and flow of the tides. Xu Jiaying once sang in the song \"Shell\": \"I am a shell, unable to move forward or backward between the sea and the sand. The heart of the sand cannot be guessed, but the sea still waits without complaint or regret.\"</p>","source":"highlight_huxiu","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>The tide recedes: Can seashells, which have plummeted, still survive?</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\">\nThe tide recedes: Can seashells, which have plummeted, still survive?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">虎嗅</strong><span class=\"h-time small\">2021-08-10 23:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/BEKE\">Seashell</a>Standing on the edge of a cliff, the stock price once fell below the issue price.</p><p>Chinese concept stocks plummeted, affecting Beike. At the close of trading on August 5, Eastern Time, Beike fell below its IPO price to $19.81 per share, with a market capitalization of $23.6 billion (approximately RMB 152.539 billion). Compared with when it first went public last August, its market capitalization has shrunk by more than half.</p><p>It's not without reason that seashells were affected this time. There have been constant questions about the monopoly of this \"behemoth\" real estate agency.</p><p>The crackdown arrived soon. On July 23, eight departments, including the Ministry of Housing and Urban-Rural Development, the National Development and Reform Commission, and the Ministry of Public Security, issued a notice on continuing to rectify and standardize the real estate market order.</p><p>The situation has suddenly changed, and the thriving intermediary agencies are facing a strong crackdown. Zuo Hui, the founder of Beike, has passed away. Can Beike, led by his successor, overcome its uncertainty?</p><p><img src=\"https://static.tigerbbs.com/4ee4a6f1c40c1e7f49292c6ff0039d5b\" tg-width=\"1000\" tg-height=\"750\" referrerpolicy=\"no-referrer\">Photo by Sister Morse at a seashell contracted service center in Yubei District, Chongqing.</p><p>Shell Story</p><p>Beike, the largest real estate transaction platform in China, has received mixed reviews within the industry.</p><p>In 2001, Zuo Hui founded Lianjia, honestly engaged in the real estate transaction brokerage business, and occasionally embraced the internet to avoid being photographed on the beach.</p><p>Looking back at the company's development history, under Zuo Hui's leadership, Lianjia, with a sweeping momentum, successively merged a total of 11 real estate brokerage companies in first- and second-tier developed cities such as Chengdu, Shanghai, Beijing, Shenzhen, and Hangzhou in different ways, including Yicheng, Deyou, Yijia, Zoomlion, Beijing Gaoce, Shengshi Butler, Daxingye, Furui Real Estate, Mantanghong, Haowangjiao, and Yuansheng Real Estate.</p><p><img src=\"https://static.tigerbbs.com/5247820fa7ed73839a30febdeafe6100\" tg-width=\"1000\" tg-height=\"578\" referrerpolicy=\"no-referrer\">Beike's Development History (Illustrated by Sister Morse)</p><p>That wasn't enough. Zuo Hui, spearheaded by Peng Yongdong (now Chairman and CEO of Beike Zhaofang), expanded his territory on the internet. In April 2018, amidst widespread skepticism, Beike Zhaofang was launched, positioned as an open industry platform. In fact, Peng Yongdong also had doubts. After all, he already had Lianjia.com. Would it be a waste of manpower and resources to continue working on Beike, which was shelved in 2014?</p><p>The fundamental difference is that Lianjia's main focus is on traditional intermediaries, which are difficult to tell stories in the capital market, while Beike's story, which focuses on internet technology platforms, is more enticing. Beike is actually a means to alleviate Lianjia's IPO predicament.</p><p>Beike's development platform is reflected in its rapid expansion and cooperation with offline stores and intermediaries through the ACN network (note: broker collaboration network).</p><p>Real estate agencies that join the Beike platform can access more properties and potential customers through shared resources, thereby promoting commercial housing transactions. After the transaction is completed, according to the current ACN network rules, the Beike platform and the brand owner will deduct a certain percentage of the store's transaction performance commission, and the remaining portion will be shared by the stores, transaction brokers, property entry personnel, maintainers, recommenders, financial advisors and other parties.</p><p>In a single transaction, there may be more than 10 people involved, which is where Beike stands out.</p><p>On its expansion path, Beike has increased its leverage in the second-hand housing sector, acquiring franchise partnerships by offering discounts, and using a decline in commission rates to increase its overall market share. Its overall GTV increased from RMB 0.7 trillion in 2017 to RMB 1.9 trillion in 2020, its commission rate decreased from 2.5% to 1.6%, and its overall market share increased from 12.3% to 26.2%.</p><p>Through this model, each participant receives a share of the transaction revenue, which fattens the shell's size.</p><p>According to Beike's prospectus, Beike became China's second-largest commercial platform in 2019, second only to Taobao, and higher than...<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Ctrip, etc.</p><p>As a leading real estate brokerage company, Beike had 47,000 offline stores, 493,100 real estate agents, and 9.11 million online VR properties as of the time of its 2020 annual report.</p><p>Among them, Beike has two larger entities: Lianjia, which accounts for 80% of the direct line, and 21st Century Real Estate and other cooperative franchise brands, which account for 20%.</p><p>In the intermediary industry, which lacks technical content, scale alone is not enough. Therefore, in order to compete with competitors, Beike implemented standardization of three major elements: housing data, services, and brokers, to strengthen its competitive advantage, which is also an important foundation for its unique position in the industry.</p><p>Especially in terms of housing data, Beike relies on Lianjia's efforts since 2009 to collect housing information and build a \"real estate dictionary\" to verify genuine properties. As of the end of the first quarter of 2020, the \"Real Estate Dictionary\" had information on 226 million real housing units. With a huge market size and the support of genuine housing listings, this is a competitive barrier that is difficult for external competitors to match.</p><p>Beike's ACN broker partnership network model and the \"Real Estate Dictionary,\" a big database of real estate information it has created, have piqued the interests of overseas investors.</p><p>On August 13, 2020, Beike successfully completed its IPO, raising over $2 billion, with a daily increase of over 80% and a market capitalization of over 290 billion yuan. At that time, Beike's market capitalization was equivalent to 1.5.<a href=\"https://laohu8.com/S/02007\">Country Garden</a>Two Sunacs.</p><p>Driven by massive transaction data from its existing housing business (second-hand housing brokerage and rental brokerage businesses) and new housing business, Beike's total transaction volume in 2020 reached 3.5 trillion yuan, with revenue of 70.5 billion yuan and net profit of 2.78 billion yuan.</p><p>\"Monopoly\" question</p><p>Beike, which is too big to fail, is usually questioned about the disorderly expansion and monopoly of capital. Today, Beike, which has become the target of public criticism, also faces this problem.</p><p>Since becoming a platform, Beike has leaped to a higher level, upgrading its profit model from doing it yourself to having other companies work for it. It's understandable that the real estate agents who join the platform are being charged commissions. If any platform adopts strong controls to exploit people for a long time, it will inevitably cause a backlash.</p><p>To what extent should strict control be implemented? Once you join, you cannot join other platforms. Moreover, under the revenue-sharing model, the intermediaries who join are required to hand over core secrets such as personnel and financial rights to Beike.</p><p>Based on a set of assessment standards, intermediaries are divided into four levels: A, B, C, and D. Each level has different permissions. Level C and Level D stores have relatively fewer customer and property viewing permissions, and agents are also divided into different levels, resulting in different exposure rates.</p><p>Beike's strong control has caused widespread resentment among intermediaries in the industry (both those who have not yet joined Beike and those who have already joined Beike), leading to numerous boycotts.</p><p>Two points have been consistently criticized:</p><p><ul><li>As Beike's self-operated project, Lianjia is considered to have received more resource allocation and platform exposure, which has been criticized as \"both setting rules and playing the game, acting as both a referee and an athlete\".</p><p></li></ul><ul><li>Beike holds an absolute leading position in the industry, which can easily lead to partner agencies being sidelined by brands, losing their teams, handing over trade secrets such as properties and customers, and having to leave their commission rates at Beike's mercy.</p><p></li></ul>Actually, the developers weren't too happy either.</p><p>In the new housing sector, Beike's Class A and Class B cooperation implements an exclusive distribution model of \"I don't have him, and he doesn't have me\", which means that if a real estate company chooses Beike, it cannot choose other channel partners. Only in Class C cooperation can real estate companies cooperate with other channel partners at the same time.</p><p>How high is the status of seashells? \"Being a real estate executive these days is really simple. You either have to come up with a tried-and-true trump card to lower prices, or you have to persuade the boss to go to Beike,\" an industry insider lamented.</p><p>Beike has gained control of the discourse and the pricing power for profit sharing. Beike's commission rate for new homes increased from 2.54% in 2017 to 2.74% in 2020. With high commissions, Beike's total transaction volume for new homes increased from 252.6 billion yuan to 1.4 trillion yuan. At its peak, Beike's commissions were equivalent to those of real estate companies in the universe.<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>(03333.HK) had a net profit margin of 6% in 2020.</p><p>Beike has taken the top spot in real estate profit sharing, even surpassing the usually dominant developers. Some people quit, and Evergrande took the lead in using RV Treasure to compete, while other real estate companies also began to build their own marketing channels.</p><p>Beike's enviable dividends and crushing competition have made other internet peers quite uncomfortable.</p><p>On April 10th this year,<a href=\"https://laohu8.com/S/WUBA\">58.com</a>CEO Yao Jinbo angrily posted this.<a href=\"https://laohu8.com/S/WB\">Weibo</a>\"In the real estate transaction sector, there is a more blatant choice of two options packaged as voluntary. We strongly urge the state to impose an anti-monopoly fine of 4 billion yuan on Beike Zhaofang.\"</p><p>Since 2019, Jinhua, Shaoxing,<a href=\"https://laohu8.com/S/N4E.SI\">Nanchang</a>In many places, an \"anti-shell alliance\" has emerged in which real estate agencies are boycotting Beike. Yao Jinbo was one of the first to \"reverse the shell company\". In June 2018, 58.com jointly<a href=\"https://laohu8.com/S/000560\">I love my home</a>Real estate agencies such as Centaline Property and 21st Century Real Estate have established the \"Anti-Shell Alliance\".</p><p>As Beike expands, it has unlimited possibilities in data applications, but these unlimited possibilities hide the danger of encountering antitrust regulations.</p><p>Once Beike becomes a \"channel terminator,\" all customer sources must be obtained through Beike. Through this, Beike gained a more accurate understanding of transaction situations in the real estate market.</p><p>Compared to the lagging online contract signing data and the fact that new home prices and transaction volumes are easily affected by supply and location, the second-hand housing market is a more free market, and its transaction situation often better reflects the actual temperature of the urban real estate market.</p><p>Therefore, the database built by Beike has great potential for future application scenarios, including but not limited to government policy-making, real estate market investment, and investment institution investment.</p><p>The tide has gone out.</p><p>Beike, which has been criticized for alleged monopoly, may feel innocent.</p><p>Beike has developed rapidly in recent years and has become an undisputed industry leader.</p><p>Zuo Hui, who once suffered greatly from black market intermediaries, said before his death, \"I am a long-termist who does not care about short-term interests and is more willing to do the difficult but right thing.\" It was under the guidance of this idealistic sentiment that Beike indeed carved out a bloody path.</p><p>In recent years, relevant departments have proposed \"strengthening anti-monopoly measures and preventing the disorderly expansion of capital\" three times in a row. This has made many industry giants suspected of monopolies tremble.</p><p>In the second-hand housing market, Beike's predecessor, Lianjia, had a precedent of being investigated and punished for suspected monopoly.</p><p>Beike's predecessor, Lianjia, invented the \"exclusive housing listing entrustment\" transaction model and paid the price for it. In 2016, Lianjia was investigated and punished for suspected monopoly in first-tier cities such as Beijing and Shanghai.</p><p>Anti-monopoly actions in the real estate transaction sector are intensifying. Previously, at an administrative guidance meeting for internet platform companies convened by relevant departments, among the 34 internet companies present, in addition to...<a href=\"https://laohu8.com/S/00700\">Tencent</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Waiting for giants, there's also Beike looking for housing.</p><p>Since July, efforts to rectify irregularities in real estate transactions have been continuously intensified. Everyone is waiting and watching. Who will be the one who stands out and gets beaten up?</p><p>Against the backdrop of \"the higher the housing price, the higher the transaction volume of the house, and the more commission the real estate agent will receive,\" the existing business practices and marketing methods of real estate agents have become one of the important fuels for rising housing prices. It's nothing new for some real estate agencies to get involved in fueling the surge in speculation.</p><p>In the recently reported \"Shenzhen Real Estate Management\" incident, 44 real estate agents who facilitated illegal real estate speculation were blacklisted.</p><p>Since 2021, Beike Zhaofang has successively raised its brokerage fees in some key cities in China, including Shanghai, Shenzhen, Guangzhou, Chengdu, Zhengzhou, and Chongqing, from 2% to 3%, with buyers bearing 2% and sellers bearing 1% (previously 0%). The wool comes from the sheep, which naturally affects the price of second-hand homes.</p><p>While commission increases can boost intermediary profits, they can also have other negative impacts. In December 2014, the Tianjin Municipal Price Authority imposed a total fine of 5.31 million yuan on I Love My Home, Lianjia Real Estate, and Centaline Property for colluding to raise brokerage fees simultaneously.</p><p>With increasing regulatory pressure, it is becoming increasingly difficult to operate in the second-hand housing market.</p><p>According to the latest statistics from institutions, the transaction volume of second-hand homes in 10 major cities across the country declined by 30% in July, a far greater decline than that of new homes.</p><p>Beike was launched in April 2018; Beike went public on NASDAQ on August 13, 2020; Beike ranked 164th on the Fortune China 500 list released in July 2021.</p><p>Undoubtedly, the seashells of the past caught up with good times, and the seashells of the future need to get used to the ebb and flow of the tides. Xu Jiaying once sang in the song \"Shell\": \"I am a shell, unable to move forward or backward between the sea and the sand. The heart of the sand cannot be guessed, but the sea still waits without complaint or regret.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.huxiu.com/article/447430.html\">虎嗅</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4ee4a6f1c40c1e7f49292c6ff0039d5b","relate_stocks":{"BEKE":"贝壳"},"source_url":"https://www.huxiu.com/article/447430.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158047258","content_text":"贝壳正站在悬崖边，股价一度跌破发行价。\n中概股暴跌，波及到贝壳。美国东部时间8月5日收盘，贝壳跌破发行价至19.81美元每股、市值236亿美元（人民币约1525.39亿元），与去年8月刚上市相比，市值缩水了一半以上。\n贝壳这次被波及并非没有道理。一直以来，质疑这个地产中介“巨无霸”垄断的声音不断。\n整治很快降临。7月23日，住房城乡建设部、国家发展改革委、公安部等八部门发布了关于持续整治规范房地产市场秩序的通知。\n形势陡然生变，高歌凯进的中介机构面临强力整治。贝壳创始人左晖已逝，接任者带领的贝壳能走出彷徨吗？\n重庆渝北某贝壳签约服务中心 Morse姐摄\n贝壳故事\n贝壳这个国内最大的房地产交易平台，业内对于其评价褒贬不一。\n2001年，左晖创立了链家，老老实实地做着撮合房产交易的中介生意，还不时拥抱互联网防止被拍在沙滩上。\n回顾这家公司的发展历程，在左晖的带领下，链家以扫荡式的气势，先后在成都、上海、北京、深圳、杭州等一二线发达城市以不同方式合并了伊诚、德佑、易家、中联、北京高策、盛世管家、大兴业、孚瑞不动产、满堂红、好旺角、元盛房产等共计11家房地产中介企业。\n贝壳发展历程 Morse姐制图\n这还不够，左晖以彭永东（现贝壳找房董事长、CEO）为先锋，在互联网开疆拓土。2018年4月，在一片质疑声中，贝壳找房上线，它被定位为开放的行业平台。其实，彭永东心里也有疑问，毕竟已经有了链家网，再做2014年就搁置的贝壳会不会“劳民伤财”？\n其实这中间本质的区别是，链家主打的传统中介在资本市场不好讲故事，而主打互联网科技平台的贝壳的故事更诱人，贝壳实为纾解链家上市困境的手段。\n贝壳的开发平台体现在，通过ACN网络（注：经纪人协作网络）快速拓展、合作线下门店与中介。\n入驻贝壳平台的中介品牌，可通过共享的资源获得更多的房源及潜在客户，促进商品房成交。成交后，按照目前ACN网络规则，贝壳平台与品牌方按照一定比例扣收门店成交的业绩分佣，剩余部分由门店、成交经纪人、房源录入者、维护人、推荐人、金融顾问等各方角色共同分享。\n一次交易中，参与的人可能达到10人以上，这便是贝壳点睛之处。\n扩张路上，贝壳在二手房领域加大筹码，通过让利获得合作品牌加盟，用提佣率的下滑换取整体市场占有率提升。其整体GTV从2017年0.7万亿元增长至2020年1.9万亿元，提佣率从2.5%下降至1.6%，整体市占率从12.3%提升至26.2%。\n通过这个模式，每个参与者分到交易分成，并催肥了贝壳的体量。\n贝壳招股书显示，贝壳2019年就已成为中国第二大商业平台，仅次于淘宝，而高于拼多多、京东、携程等。\n作为房地产中介龙头，截至2020年报披露时，贝壳线下门店4.7万家，中介49.31万人，线上VR房源911万套。\n这当中，贝壳有两个规模较大的主体，一个是占比80%的嫡系的链家，另一个是占比20%的21世纪不动产等合作加盟品牌。\n在没有技术含量的中介行业，光有规模是不够的。于是，为对抗竞争者，贝壳实施房屋数据、服务和经纪人三大元素标准化，加固护城河，这也是其在业界独树一帜的重要基础。\n尤其是在房屋数据方面，贝壳依托链家自2009年就实施的搜集房屋信息、构筑“楼盘字典”，开启真房源验证。截至2020年第一季度末，“楼盘字典”拥有2.26亿套真实房屋信息。坐拥巨大市场规模下，加持真房源，这是外界同行难以匹敌的竞争壁垒。\n贝壳的ACN经纪人合作网络模式以及打造的房屋信息大数据库“楼盘字典”等概念，戳中了海外投资者的兴趣点。\n2020年8月13日，贝壳成功IPO，募资超过20亿美元，当日涨幅超过80%，市值达到 2900多亿元人民币。彼时，贝壳的市值相当于1.5个碧桂园、2个融创。\n存量房业务（二手房中介和租赁中介业务）和新房业务庞大交易数据的影响下，贝壳2020年总交易额3.5万亿元，收入705亿元，净利润27.8亿元。\n“垄断”质疑\n大而不倒，通常是人们对资本无序扩张且垄断一切的质疑，今天成为“众矢之的”的贝壳同样面临这个问题。\n贝壳成为平台后就跃升到更高的台阶，它的盈利模式从之前的自己动手升级为让其他公司为它打工。入驻的中介被抽取佣金这倒无可厚非。任何平台如果长期采取强管控来压榨，必然会引起反弹。\n强管控到什么程度？入驻之后就不能再加入其它平台，而且在收入分成模式下，入驻的中介需要把人事、 财权等核心机密上交贝壳。\n基于一套考核标准，中介被分为 A、B、C、D四个等级。每个等级拥有不同的权限，C等级和D等级的门店在客源和房源查看权限等方面相对较少，经纪人也会分为不同等级，曝光率也会有所差异。\n贝壳这种强管控，使行业内中介（既包括未入驻贝壳，也包括已经入驻贝壳的）怨声载道，出现了很多抵制行为。\n其中有两点一直被诟病：\n\n链家作为贝壳的自营项目，被认为得到了更多的资源倾斜和平台曝光，这被批评为“既制定规则又下场比赛，既当裁判又当运动员”；\n\n\n贝壳处于行业绝对领先地位，容易导致合作中介被架空品牌、失去团队，交出房源和客户等商业机密，分佣抽成也只能听任贝壳摆布。\n\n其实，开发商也不太开心。\n在新房领域，贝壳A级、B级合作实行“有我没他，有他没我”排他性式分销，也就是房企选了贝壳就不能选择其他渠道商；只有在C级合作中，房企才能同时与其他渠道商合作。\n贝壳的地位有多高？“现在做房地产高管真的很简单，要么拿出百试不爽的杀手锏降价；要么说服老板上贝壳。”一个业内人士苦恼道。\n贝壳掌控了话语权，利润分成的定价权也握在了手里。贝壳新房提佣率从2017年的2.54%提升至2020年的2.74%。高佣金下，贝壳新房业务总交易额从2526亿元增长至1.4万亿元。高的时候，贝壳佣金等同于宇宙房企中国恒大（03333.HK）2020年6%的净利率。\n贝壳站在了房地产利润分成的顶端，甚至把一向强势的开发商压过一头。一些人不干了，恒大率先祭出房车宝抗衡，其他房企也开始自建营销渠道。\n贝壳让人嫉妒的红利，以及碾压式竞争方式，让其他互联网同行颇感不适。\n今年4月10日，58同城CEO姚劲波愤愤地发了这么个微博：“房产交易领域有更明目张胆地二选一包装成自愿，强烈呼吁国家反垄断罚款贝壳找房40亿元。”\n自2019年以来，金华、绍兴、南昌等多地出现了房产中介抵制贝壳的“反壳联盟”。更早“反壳”的还是姚劲波。2018年6月，58同城联合我爱我家、中原地产、21世纪不动产等房屋中介成立了“反贝壳联盟”。\n随着贝壳规模的扩大，贝壳在数据应用方面拥有无限可能，这种无限可能暗藏着踩上反垄断的危险。\n贝壳一旦成为 “渠道终结者”，所有客源都得通过贝壳获得。借此，贝壳掌握了房地产市场更加真实的成交情况。\n相比网签数据较滞后，且新房价格及成交量容易受供给量、所处区位等影响，二手房市场反而作为一个更加自由的市场，其成交情况往往更能反映城市房地产市场的实际温度。\n因此，贝壳构建的数据库未来的应用场景想象空间很大，包括但不限于政府政策制定依据、房企市场投资依据和投资机构投资依据等。\n大退潮了\n被诟病涉嫌垄断的贝壳，或许会觉得无辜。\n贝壳这些年发展迅猛，已经成为当之无愧的行业龙头。\n曾经饱受黑中介之苦的左晖生前说，“自己是一个长期主义者，不关心短期的利益，更加愿意去做那种难而正确的事情。”正是这种理想主义情节指引下，贝壳确实杀出了一条血路。\n近年来，相关部门已连续三次提出“强化反垄断和防止资本无序扩张”。这让不少涉嫌垄断的行业巨头瑟瑟发抖，\n二手房市场上，贝壳的前身链家曾有涉嫌垄断被查处先例。\n贝壳前身链家发明了“独家房源委托”交易模式，并因此付出过代价。2016年，链家在北京、上海等一线城市被以涉嫌垄断查处。\n房产交易领域的反垄断行动正在加大力度。此前，由有关部门牵头召开的互联网平台企业行政指导会，与会的34家互联网企业中除了腾讯、百度等巨头，还有贝壳找房。\n7月以来，整治房地产交易乱象的力度持续加大。大家都在拭目以待。谁会成为出头鸟被敲打？\n在“房价越高，房屋的成交额越高，中介的提佣就越多”背景下，房产中介现有的经营行为、营销手段，已经成为房价上涨重要的助燃剂之一。一些中介机构参与到推动炒房热情高涨方面早就不是新鲜事了。\n近日通报的“深房理”事件中，44名中介为违规炒房提供便利被纳入“黑名单”。\n2021年以来，贝壳找房陆续在国内部分重点城市，包括上海、深圳、广州、成都、郑州、重庆等地上调中介费，从过去的2%涨至了3%，其中买家承担2%，卖家承担1%（过去是0%）。羊毛出在羊身上，二手房房价自然受到影响。\n提佣对于中介来说，虽然能够提升中介利润，但是也会有其他负面影响。2014年12月，天津市价格主管部门就我爱我家、链家地产和中原地产同时上调中介费的价格串谋行为合计处罚531万元。\n监管压力加大下，二手房市场业务也越来越难做。\n机构统计的最新数据显示，7月份全国10个主要城市二手房成交量下滑了30%，降幅远远高于新房。\n2018年4月贝壳上线；2020年8月13日贝壳在纳斯达克上市；2021年7月出炉的《财富》中国500强排行榜，贝壳排名第164位。\n无疑，过去的贝壳赶上了好时候，未来的贝壳要好好习惯潮涨潮落。徐佳莹曾经在歌曲《贝壳》长这么唱道：“我是一片贝壳，在海与沙之间进退不得，沙的心无法猜测，海依然无怨无悔地等着。”","news_type":1,"symbols_score_info":{"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888841294,"gmtCreate":1631490422718,"gmtModify":1676530554376,"author":{"id":"4087263755014960","authorId":"4087263755014960","name":"雨后就是彩虹","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087263755014960","idStr":"4087263755014960"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/888841294","repostId":"1130981584","repostType":4,"repost":{"id":"1130981584","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":1631488430,"share":"https://ttm.financial/m/news/1130981584?lang=en_US&edition=fundamental","pubTime":"2021-09-13 07:13","market":"us","language":"zh","title":"Preview: Apple's new product launch event is coming! XPeng P5 will go on sale on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1130981584","media":"老虎资讯综合","summary":"事件方面：苹果公司将举办秋季发布会，华为将举办智慧办公新品发布会，小鹏汽车将举行小鹏 P5 超级发布会等；来港易将于周三正式推出；以及中秋节期间，港股通、沪深股通暂停交易。周一，华为将举行智慧办公新品发布会，届时会有多款重磅产品发布，还包括发布一款14寸的大屏手机。小鹏汽车官方宣布，小鹏P5将于9月15日上市。","content":"<p>Abstract:</p><p>In terms of events: Apple will hold its fall product launch event, Huawei will hold a smart office product launch event, and XPeng will hold a XPeng P5 super launch event, etc. Easy Hong Kong will officially launch on Wednesday; During the Mid-Autumn Festival, trading in Hong Kong Stock Connect and Shanghai-Shenzhen Stock Connect will be suspended. In terms of data: The United States will release data on August CPI, industrial production, and retail sales; China will release data on the urban surveyed unemployment rate, real estate investment, and retail consumption in August. Regarding financial reports: Oracle, Jinko Solar, and others will release their financial reports. Regarding new stocks: The US stock market is about to see several star IPOs.<b>Monday's keywords: Huawei holds smart office product launch event, Oracle releases latest financial report</b></p><p><b>Huawei will hold a new smart office product launch event on Monday.</b>Several major products will be launched at the event, including a 14-inch large-screen phone.</p><p>In addition, Tesla's Gigafactory near Berlin, Germany, has been hampered by environmental issues, and two major local environmental groups, Grüne Liga Brandenburg and NABU, have filed complaints with the Brandenburg Ministry of the Environment.<b>The Brandenburg Ministry of the Environment will hold an online hearing on September 13 regarding the construction of Tesla's Gigafactory.</b>。</p><p><b>Regarding financial reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone script</a>Financial reports will be released.</b>Wall Street analysts expect Oracle to earn $0.97 per share on revenue of $9.78 billion. In comparison, Oracle's earnings per share in the fourth quarter of last year were $0.93, with revenue of $9.37 billion.</p><p><b>Tuesday's keywords: US August CPI year-on-year, Sportradar, the largest US betting data provider, US IPO</b><img src=\"https://static.tigerbbs.com/db4ed9d6247431d0db34f87250bceea0\" tg-width=\"449\" tg-height=\"136\" referrerpolicy=\"no-referrer\"><b>In terms of economic data, the United States will release its August CPI year-on-year data.</b>The U.S. CPI rose 5.4% year-on-year in July, the same rate as in June. Whether the August CPI can continue the moderate growth rate of July and achieve a further slowdown has led to reports from Nomura and UBS, which unanimously agree that the inflation rate may continue to decline in August, but also point out that there are certain inflation risks.</p><p>According to Nomura and UBS, lower prices for used cars, hotel accommodations, and airfares will be the main reasons for the slowdown in CPI in August. Due to the initial shortage of semiconductor chips and the shutdown of overseas factories, there was a shortage of new car supply in the United States. Consumers turned to the used car market, which further strengthened the demand for used cars and thus pushed up their prices.</p><p><b>Regarding the incident,</b>Attention is focused on SEC Chairman Gensler testifying before the Senate Banking Committee. Last month, Gensler wrote to Senator Warren, requesting more powers to regulate digital asset trading. At this hearing, he is expected to discuss fintech and digital assets extensively.</p><p>Regarding financial reports,<a href=\"https://laohu8.com/S/FCEL\">fuel cell energy</a>Financial reports will be released.</p><p>Regarding IPOs,<a href=\"https://laohu8.com/S/SRAD\">Sportradar Group AG</a>It is an online betting platform from Switzerland whose mission is to increase sports fan engagement globally through its fully integrated technology and service platform. In terms of finances, the company's revenue in 2020 was $470 million, a year-on-year increase of 6.4%; Net income was $17.32 million. The average annual growth rate is only about 10%, which is not a very impressive figure. However, the company is already profitable, but its market capitalization of 6 billion is slightly overvalued.</p><p><b>Wednesday's keywords: Easy Hong Kong officially launched, Apple's new product launch event coming soon</b><img src=\"https://static.tigerbbs.com/e06908ad4f84d40f0294c13e906e1578\" tg-width=\"539\" tg-height=\"212\" referrerpolicy=\"no-referrer\"></p><p>In terms of economic data, China will release data on the urban surveyed unemployment rate, real estate investment, and year-on-year changes in total retail consumption in August.</p><p><b>Regarding the event, the Visit Hong Kong plan will be officially launched on September 15th.</b>Non-Hong Kong residents residing in mainland China, except those from medium- and high-risk areas, are exempt from the 14-day mandatory quarantine measures upon arrival in Hong Kong. Carrie Lam revealed that under the Easy Entry to Hong Kong Scheme, a daily quota of 1,000 people will be introduced at each of the Shenzhen Bay Port and the Hong Kong-Zhuhai-Macau Bridge Port, meaning that there will be a daily quota of 2,000 mainland people entering Hong Kong. This is expected to attract mainland tourists to Hong Kong for shopping and travel, which will positively boost Hong Kong local stocks, especially retail stocks.</p><p>Individual stocks involved:<a href=\"https://laohu8.com/S/00178\">Sasa International</a>、<a href=\"https://laohu8.com/S/00116\">Zhou Shengsheng</a>、<a href=\"https://laohu8.com/S/00590\">Luk Fook Group</a>、<a href=\"https://laohu8.com/S/01212\">Lifestyle International</a>Retail stocks,<a href=\"https://laohu8.com/S/01997\">Wharf Properties</a>、<a href=\"https://laohu8.com/S/00004\">Wharf Group</a>、<a href=\"https://laohu8.com/S/00016\">Sun Hung Kai Properties</a>、<a href=\"https://laohu8.com/S/01972\">Swire Properties</a>Real estate stocks, etc.</p><p><b>Apple will broadcast a special online event live on its official website at 1:00 AM Beijing time on September 15th.</b>。 As is customary, the special event will unveil important products such as new iPhones and the Apple Watch. According to current supply chain information, the iPhone 13 series, Apple Watch Series 7, and AirPods 3 are expected to be launched at this event. The newly released iPhone 13 series still features four models: iPhone 13/mini and iPhone 13 Pro/Max, maintaining the same product lineup as its predecessor.</p><p>Individual stocks involved:<a href=\"https://laohu8.com/S/02382\">Sunny Optical Technology</a>、<a href=\"https://laohu8.com/S/02018\">AAC Technologies</a>、<a href=\"https://laohu8.com/S/01415\">Cowell Electronics</a>、<a href=\"https://laohu8.com/S/00285\">BYD Electronics</a>etc.</p><p><b>XPeng officially announced that the XPeng P5 will be launched on September 15.</b>The P5 is the third mass-produced model after the XPeng G3 and P7.</p><p><b>The 3rd World New Energy Vehicle Congress (WNEVC) will be held from September 15-17, 2021 at the Hainan International Convention and Exhibition Center.</b>。 The three-day event includes 20 conferences, forums, technology exhibitions, and multiple concurrent events, and is expected to attract more than 1,000 senior executives from government, industry, academia, and research institutions around the world in the field of new energy vehicles to Hainan.</p><p>It is reported that the new energy vehicles and brands showcased at the event include: Changan CS55 pure electric, Benben E-Star National Edition, and Eado EV460; Volkswagen ID. Family; BMW iX3, BMW iX; SAIC's first strategic product based on R-TECH, the ES33, the SAIC MG Cyberster, the Nio ES6, and the ES8, etc.</p><p>In addition, State Grid, CRRC Times Electric (03898.HK), Vipai Technology, TELD (600089.SH), Jingjin Electric, and others will showcase their latest batteries, charging and swapping, electric drives, and other core components and technologies; The exhibition area features a dedicated chip zone, where Infineon, Texas Instruments TI, Black Sesame Technologies, Chip Energy, Suzhou Guoxin, and Basic Semiconductor will showcase the latest automotive-grade chip technologies and products.</p><p><b>Regarding financial reports,<a href=\"https://laohu8.com/S/JKS\">Jinko Solar</a>The company plans to release its financial report before the market opens on Wednesday, September 15th.</b>。 Analysts expect the company to earn $0.23 per share for the quarter.</p><p>Jinko Solar last released its financial report on Thursday, June 24. The semiconductor company reported earnings per share of $0.15 for the quarter at the time, $0.17 higher than analysts' consensus estimate (-$0.02). The company's revenue for the quarter was $1.21 billion, also exceeding the market's collective expectation of $1.18 billion. Jinko Solar's net profit margin was 0.43%, and its return on net assets was 2.98%. Quarterly revenue increased by 1.1% year-over-year. In the same period last year, the company earned $0.65 per share. Analysts on average expect Jinko Solar to earn $1 per share this fiscal year and $3 per share next fiscal year.</p><p>According to MarketBeat data, Jinko Solar currently has a consensus rating of \"Hold\" and a target price of $34.75.</p><p>It is worth mentioning that a hedge fund recently increased its holdings in Jinko Solar. According to Wells Fargo's latest Form 13F filing with the U.S. Securities and Exchange Commission (SEC), the bank significantly increased its stake in Jinko Solar by 375.1% in the second quarter.</p><p>Regarding IPOs,<a href=\"https://laohu8.com/S/ONON\">On Holding AG</a>He is the owner of On Running, a high-performance shoe manufacturer founded in 2010. OnRun was founded by triathlon world champion Olivier Bernhard and his two friends Caspar Coppetti and David Allemann. Investors in the On Running footwear brand also include tennis legend Roger Federer, who became a shareholder in the company in 2019 and helped design a shoe named after him launched last year.</p><p>In terms of finances, On's revenue growth rate ranks among the top among sports companies, with a compound annual growth rate of 85% from its establishment in 2010 to 2020. The company's revenue in 2020 was 425.3 million Swiss francs, a year-on-year increase of 59.2%, and its net loss was 27.5 million Swiss francs; As of the first half of 2021, revenue was 315.5 million Swiss francs, and net income was 3.8 million Swiss francs.</p><p><b>Thursday's keywords: U.S. retail sales, initial hiring</b><img src=\"https://static.tigerbbs.com/ad1ff496066f36e37b6c701459da0230\" tg-width=\"539\" tg-height=\"193\" referrerpolicy=\"no-referrer\">In terms of economic data, pay attention to the changes in the number of initial jobless claims in the United States in the week ending September 11.</p><p>Regarding financial events, due to the Mid-Autumn Festival holiday, trading in Hong Kong Stock Connect will be suspended from September 16-22.</p><p><b>Friday's keywords: US September University of Michigan Consumer Confidence Index, Alibaba's annual shareholders meeting</b><img src=\"https://static.tigerbbs.com/2697f5f523c70cb8281e4ad4f426467f\" tg-width=\"539\" tg-height=\"155\" referrerpolicy=\"no-referrer\">Regarding economic data,<b>Pay attention to the University of Michigan Consumer Confidence Index for September.</b>The market expected 72, compared to the previous value of 70.3.</p><p>Regarding the incident, at 7 PM Beijing time,<b>Alibaba held its annual shareholders' meeting.</b></p><p>In addition, the U.S. Food and Drug Administration (FDA) Advisory Committee on Vaccines and Related Biologics will meet on September 17, 2021, to discuss the issue of additional COVID-19 vaccine booster shots. The meeting will be held from 8:30 a.m. to 3:45 p.m. ET. In early September, Moderna also submitted an application to the FDA for a booster shot of the COVID-19 vaccine, slightly behind competitor Pfizer. In addition, in the United States, the FDA has approved additional booster shots of the COVID-19 vaccine for people with weakened immune systems. Individual stocks involved:<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>、<a href=\"https://laohu8.com/S/BNTX\">Biotech</a>、<a href=\"https://laohu8.com/S/MRNA\">Modern</a>、<a href=\"https://laohu8.com/S/JNJ\">Johnson and Johnson</a>。</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>Preview: Apple's new product launch event is coming! XPeng P5 will go on sale on Wednesday</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\">\nPreview: Apple's new product launch event is coming! XPeng P5 will go on sale on Wednesday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-09-13 07:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Abstract:</p><p>In terms of events: Apple will hold its fall product launch event, Huawei will hold a smart office product launch event, and XPeng will hold a XPeng P5 super launch event, etc. Easy Hong Kong will officially launch on Wednesday; During the Mid-Autumn Festival, trading in Hong Kong Stock Connect and Shanghai-Shenzhen Stock Connect will be suspended. In terms of data: The United States will release data on August CPI, industrial production, and retail sales; China will release data on the urban surveyed unemployment rate, real estate investment, and retail consumption in August. Regarding financial reports: Oracle, Jinko Solar, and others will release their financial reports. Regarding new stocks: The US stock market is about to see several star IPOs.<b>Monday's keywords: Huawei holds smart office product launch event, Oracle releases latest financial report</b></p><p><b>Huawei will hold a new smart office product launch event on Monday.</b>Several major products will be launched at the event, including a 14-inch large-screen phone.</p><p>In addition, Tesla's Gigafactory near Berlin, Germany, has been hampered by environmental issues, and two major local environmental groups, Grüne Liga Brandenburg and NABU, have filed complaints with the Brandenburg Ministry of the Environment.<b>The Brandenburg Ministry of the Environment will hold an online hearing on September 13 regarding the construction of Tesla's Gigafactory.</b>。</p><p><b>Regarding financial reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone script</a>Financial reports will be released.</b>Wall Street analysts expect Oracle to earn $0.97 per share on revenue of $9.78 billion. In comparison, Oracle's earnings per share in the fourth quarter of last year were $0.93, with revenue of $9.37 billion.</p><p><b>Tuesday's keywords: US August CPI year-on-year, Sportradar, the largest US betting data provider, US IPO</b><img src=\"https://static.tigerbbs.com/db4ed9d6247431d0db34f87250bceea0\" tg-width=\"449\" tg-height=\"136\" referrerpolicy=\"no-referrer\"><b>In terms of economic data, the United States will release its August CPI year-on-year data.</b>The U.S. CPI rose 5.4% year-on-year in July, the same rate as in June. Whether the August CPI can continue the moderate growth rate of July and achieve a further slowdown has led to reports from Nomura and UBS, which unanimously agree that the inflation rate may continue to decline in August, but also point out that there are certain inflation risks.</p><p>According to Nomura and UBS, lower prices for used cars, hotel accommodations, and airfares will be the main reasons for the slowdown in CPI in August. Due to the initial shortage of semiconductor chips and the shutdown of overseas factories, there was a shortage of new car supply in the United States. Consumers turned to the used car market, which further strengthened the demand for used cars and thus pushed up their prices.</p><p><b>Regarding the incident,</b>Attention is focused on SEC Chairman Gensler testifying before the Senate Banking Committee. Last month, Gensler wrote to Senator Warren, requesting more powers to regulate digital asset trading. At this hearing, he is expected to discuss fintech and digital assets extensively.</p><p>Regarding financial reports,<a href=\"https://laohu8.com/S/FCEL\">fuel cell energy</a>Financial reports will be released.</p><p>Regarding IPOs,<a href=\"https://laohu8.com/S/SRAD\">Sportradar Group AG</a>It is an online betting platform from Switzerland whose mission is to increase sports fan engagement globally through its fully integrated technology and service platform. In terms of finances, the company's revenue in 2020 was $470 million, a year-on-year increase of 6.4%; Net income was $17.32 million. The average annual growth rate is only about 10%, which is not a very impressive figure. However, the company is already profitable, but its market capitalization of 6 billion is slightly overvalued.</p><p><b>Wednesday's keywords: Easy Hong Kong officially launched, Apple's new product launch event coming soon</b><img src=\"https://static.tigerbbs.com/e06908ad4f84d40f0294c13e906e1578\" tg-width=\"539\" tg-height=\"212\" referrerpolicy=\"no-referrer\"></p><p>In terms of economic data, China will release data on the urban surveyed unemployment rate, real estate investment, and year-on-year changes in total retail consumption in August.</p><p><b>Regarding the event, the Visit Hong Kong plan will be officially launched on September 15th.</b>Non-Hong Kong residents residing in mainland China, except those from medium- and high-risk areas, are exempt from the 14-day mandatory quarantine measures upon arrival in Hong Kong. Carrie Lam revealed that under the Easy Entry to Hong Kong Scheme, a daily quota of 1,000 people will be introduced at each of the Shenzhen Bay Port and the Hong Kong-Zhuhai-Macau Bridge Port, meaning that there will be a daily quota of 2,000 mainland people entering Hong Kong. This is expected to attract mainland tourists to Hong Kong for shopping and travel, which will positively boost Hong Kong local stocks, especially retail stocks.</p><p>Individual stocks involved:<a href=\"https://laohu8.com/S/00178\">Sasa International</a>、<a href=\"https://laohu8.com/S/00116\">Zhou Shengsheng</a>、<a href=\"https://laohu8.com/S/00590\">Luk Fook Group</a>、<a href=\"https://laohu8.com/S/01212\">Lifestyle International</a>Retail stocks,<a href=\"https://laohu8.com/S/01997\">Wharf Properties</a>、<a href=\"https://laohu8.com/S/00004\">Wharf Group</a>、<a href=\"https://laohu8.com/S/00016\">Sun Hung Kai Properties</a>、<a href=\"https://laohu8.com/S/01972\">Swire Properties</a>Real estate stocks, etc.</p><p><b>Apple will broadcast a special online event live on its official website at 1:00 AM Beijing time on September 15th.</b>。 As is customary, the special event will unveil important products such as new iPhones and the Apple Watch. According to current supply chain information, the iPhone 13 series, Apple Watch Series 7, and AirPods 3 are expected to be launched at this event. The newly released iPhone 13 series still features four models: iPhone 13/mini and iPhone 13 Pro/Max, maintaining the same product lineup as its predecessor.</p><p>Individual stocks involved:<a href=\"https://laohu8.com/S/02382\">Sunny Optical Technology</a>、<a href=\"https://laohu8.com/S/02018\">AAC Technologies</a>、<a href=\"https://laohu8.com/S/01415\">Cowell Electronics</a>、<a href=\"https://laohu8.com/S/00285\">BYD Electronics</a>etc.</p><p><b>XPeng officially announced that the XPeng P5 will be launched on September 15.</b>The P5 is the third mass-produced model after the XPeng G3 and P7.</p><p><b>The 3rd World New Energy Vehicle Congress (WNEVC) will be held from September 15-17, 2021 at the Hainan International Convention and Exhibition Center.</b>。 The three-day event includes 20 conferences, forums, technology exhibitions, and multiple concurrent events, and is expected to attract more than 1,000 senior executives from government, industry, academia, and research institutions around the world in the field of new energy vehicles to Hainan.</p><p>It is reported that the new energy vehicles and brands showcased at the event include: Changan CS55 pure electric, Benben E-Star National Edition, and Eado EV460; Volkswagen ID. Family; BMW iX3, BMW iX; SAIC's first strategic product based on R-TECH, the ES33, the SAIC MG Cyberster, the Nio ES6, and the ES8, etc.</p><p>In addition, State Grid, CRRC Times Electric (03898.HK), Vipai Technology, TELD (600089.SH), Jingjin Electric, and others will showcase their latest batteries, charging and swapping, electric drives, and other core components and technologies; The exhibition area features a dedicated chip zone, where Infineon, Texas Instruments TI, Black Sesame Technologies, Chip Energy, Suzhou Guoxin, and Basic Semiconductor will showcase the latest automotive-grade chip technologies and products.</p><p><b>Regarding financial reports,<a href=\"https://laohu8.com/S/JKS\">Jinko Solar</a>The company plans to release its financial report before the market opens on Wednesday, September 15th.</b>。 Analysts expect the company to earn $0.23 per share for the quarter.</p><p>Jinko Solar last released its financial report on Thursday, June 24. The semiconductor company reported earnings per share of $0.15 for the quarter at the time, $0.17 higher than analysts' consensus estimate (-$0.02). The company's revenue for the quarter was $1.21 billion, also exceeding the market's collective expectation of $1.18 billion. Jinko Solar's net profit margin was 0.43%, and its return on net assets was 2.98%. Quarterly revenue increased by 1.1% year-over-year. In the same period last year, the company earned $0.65 per share. Analysts on average expect Jinko Solar to earn $1 per share this fiscal year and $3 per share next fiscal year.</p><p>According to MarketBeat data, Jinko Solar currently has a consensus rating of \"Hold\" and a target price of $34.75.</p><p>It is worth mentioning that a hedge fund recently increased its holdings in Jinko Solar. According to Wells Fargo's latest Form 13F filing with the U.S. Securities and Exchange Commission (SEC), the bank significantly increased its stake in Jinko Solar by 375.1% in the second quarter.</p><p>Regarding IPOs,<a href=\"https://laohu8.com/S/ONON\">On Holding AG</a>He is the owner of On Running, a high-performance shoe manufacturer founded in 2010. OnRun was founded by triathlon world champion Olivier Bernhard and his two friends Caspar Coppetti and David Allemann. Investors in the On Running footwear brand also include tennis legend Roger Federer, who became a shareholder in the company in 2019 and helped design a shoe named after him launched last year.</p><p>In terms of finances, On's revenue growth rate ranks among the top among sports companies, with a compound annual growth rate of 85% from its establishment in 2010 to 2020. The company's revenue in 2020 was 425.3 million Swiss francs, a year-on-year increase of 59.2%, and its net loss was 27.5 million Swiss francs; As of the first half of 2021, revenue was 315.5 million Swiss francs, and net income was 3.8 million Swiss francs.</p><p><b>Thursday's keywords: U.S. retail sales, initial hiring</b><img src=\"https://static.tigerbbs.com/ad1ff496066f36e37b6c701459da0230\" tg-width=\"539\" tg-height=\"193\" referrerpolicy=\"no-referrer\">In terms of economic data, pay attention to the changes in the number of initial jobless claims in the United States in the week ending September 11.</p><p>Regarding financial events, due to the Mid-Autumn Festival holiday, trading in Hong Kong Stock Connect will be suspended from September 16-22.</p><p><b>Friday's keywords: US September University of Michigan Consumer Confidence Index, Alibaba's annual shareholders meeting</b><img src=\"https://static.tigerbbs.com/2697f5f523c70cb8281e4ad4f426467f\" tg-width=\"539\" tg-height=\"155\" referrerpolicy=\"no-referrer\">Regarding economic data,<b>Pay attention to the University of Michigan Consumer Confidence Index for September.</b>The market expected 72, compared to the previous value of 70.3.</p><p>Regarding the incident, at 7 PM Beijing time,<b>Alibaba held its annual shareholders' meeting.</b></p><p>In addition, the U.S. Food and Drug Administration (FDA) Advisory Committee on Vaccines and Related Biologics will meet on September 17, 2021, to discuss the issue of additional COVID-19 vaccine booster shots. The meeting will be held from 8:30 a.m. to 3:45 p.m. ET. In early September, Moderna also submitted an application to the FDA for a booster shot of the COVID-19 vaccine, slightly behind competitor Pfizer. In addition, in the United States, the FDA has approved additional booster shots of the COVID-19 vaccine for people with weakened immune systems. Individual stocks involved:<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>、<a href=\"https://laohu8.com/S/BNTX\">Biotech</a>、<a href=\"https://laohu8.com/S/MRNA\">Modern</a>、<a href=\"https://laohu8.com/S/JNJ\">Johnson and Johnson</a>。</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3c6a9864ff5cea57b22ba422497681e0","relate_stocks":{"HSTECH":"恒生科技指数",".SPX":"S&P 500 Index",".DJI":"道琼斯","HSCEI":"国企指数",".IXIC":"NASDAQ Composite","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130981584","content_text":"摘要：\n\n 事件方面：苹果公司将举办秋季发布会，华为将举办智慧办公新品发布会，小鹏汽车将举行小鹏 P5 超级发布会等；来港易将于周三正式推出；以及中秋节期间，港股通、沪深股通暂停交易。\n\n\n 数据方面：美国将公布8月CPI、工业产出、零售销售等数据；中国将公布8月城镇调查失业率、房地产投资、社零消费等数据。\n\n\n 财报方面：甲骨文、晶科能源等将公布财报。\n\n\n 新股方面：美股市场将迎来多只明星IPO。\n\n周一关键词：华为举行智慧办公新品发布会、甲骨文发布最新财报\n周一，华为将举行智慧办公新品发布会，届时会有多款重磅产品发布，还包括发布一款14寸的大屏手机。\n此外，特斯拉在德国柏林附近的超级工厂因环境问题一直受阻，被当地的两大环境团体Grüne Liga Brandenburg和NABU投诉至德国勃兰登堡环境部；勃兰登堡环境部将在9月13日就特斯拉超级工厂建厂问题召开线上听证会。\n财报方面，甲骨文将公布财报。华尔街分析师预计，甲骨文每股收益为0.97美元，营收为97.8亿美元。相比之下，去年第四季度甲骨文的每股收益为0.93美元，营收为93.7亿美元。\n周二关键词：美国8月CPI同比、美国最大博彩数据提供商Sportradar美股IPO经济数据方面，美国将公布8月CPI同比数据。7月份美国CPI同比上升5.4%，升幅与6月持平。8月CPI能否延续7月份的温和增速，实现进一步放缓，野村和瑞银两家机构相继发布报告，一致认为8月通胀速度可能会继续下降，但是同时也指出存在一定的通胀风险。\n根据野村和瑞银的解释，二手车、酒店住宿和飞机票价格走低将是8月份CPI放缓的主要原因。由于前期半导体芯片短缺和海外工厂停工，美国本土新车供应出现短缺，消费者就转向了二手车市场，进一步导致二手车的需求走强，从而推高其价格。\n事件方面，关注美国证交会主席根斯勒将在参议院银行委员会作证。上个月，根斯勒曾致信参议员沃伦，要求获得更多权力来监管数字资产交易。此次听证会，预计他将会对金融科技、数字资产进行大量讨论。\n财报方面，燃料电池能源将公布财报。\nIPO方面，Sportradar Group AG是一家来自瑞士的线上博彩平台，其使命是通过其完全集成的技术和服务平台在全球范围内提高体育迷的参与度。财务方面，该公司2020年营收4.7亿美元，同比增6.4%；净利润1732万美元。每年平均增速只有大约10%，算不上非常亮眼的数字。但公司已处于盈利状态，不过市值60亿，又略显高估。\n周三关键词：来港易正式推出、苹果新品发布会来袭\n经济数据方面，中国将公布8月城镇调查失业率、房地产投资、社零消费总额同比变化等数据。\n事件方面，来港易计划将于9月15日正式推出，在中国内地居住，除中高风险区的非香港居民抵港均可豁免14天强制检疫隔离措施。林郑月娥透露，在来港易计划下，每日将于深圳湾口岸及港珠澳大桥口岸各推出1000人的配额，即每日内地来港配额人员有2000人。预计将吸引大陆游客到香港购物、旅游，对香港本地股尤其是零售股是积极提振。\n涉及个股：莎莎国际、周生生、六福集团、利福国际等零售股，九龙仓置业、九龙仓集团、新鸿基地产、太古地产等地产股。\n苹果将于北京时间9月15日凌晨1点在官网直播在线特别活动。按照惯例，该场特别活动将发布新款iPhone手机和Apple Watch等重要产品。根据目前的供应链爆料信息，本次发布会预计会推出iPhone13系列，Apple Watch Series7以及AirPods 3。而新发布的iPhone 13系列依旧拥有四款机型，分别为iPhone 13/mini、iPhone 13 Pro/Max，在产品矩阵上与上一代保持一致。\n涉及个股：舜宇光学科技、瑞声科技、高伟电子、比亚迪电子等。\n小鹏汽车官方宣布，小鹏P5将于9月15日上市。P5是小鹏G3、P7之后的第三款量产车型。\n第三届世界新能源汽车大会（WNEVC）将于2021年9月15-17日在海南国际会展中心召开。3天的活动包含20场会议论坛、技术展览及多场同期活动，预计将有1000多名全球新能源汽车领域政产学研高层云集海南。\n据悉，现场展示的新能源车辆以及品牌包括：长安CS55纯电动、奔奔E-Star国民版、逸动EV460；大众ID.家族；宝马iX3、宝马iX；上汽首款基于R-TECH打造的战略产品ES33、上汽名爵MG Cyberster、蔚来ES6和ES8等。\n此外，国家电网、中车时代电气(03898.HK)、纬湃科技、特来电(600089.SH)、精进电动等将展示最新的电池、充换电、电驱动和其他核心零部件及技术；展区设立芯片专区，英飞凌、德州仪器TI、黑芝麻智能、芯力能、苏州国芯、基本半导体将展示最新车规级芯片技术和产品。\n财报方面，晶科能源计划在9月15日周三开盘前发布财报。分析师预计该公司本季度每股收益为0.23美元。\n晶科太阳能最近一次发布财报是在6月24日周四。这家半导体公司当时公布的本季度每股收益为0.15美元，比分析师的普遍预期(-0.02美元)高出0.17美元。该公司当季营收为12.1亿美元，同样高出此前市场集体预期11.8亿美元。晶科能源的净利润率为0.43%，净资产收益率为2.98%。季度收入同比增长了1.1%。去年同期，该公司每股盈利0.65美元。分析师平均预计晶科能源本财年每股收益为1美元，下一财年每股收益则为3美元。\n根据MarketBeat的数据，晶科能源目前的共识评级为持有，目标价为34.75美元。\n值得一提的是，一家对冲基金最近增持了晶科能源的股票。根据富国银行向美国证券交易委员会(SEC)提交的最新13F表格，该行在第二季度大手增持晶科能源的股份375.1%。\nIPO方面，On Holding AG是高性能鞋制造商On Running的所有者，成立于 2010 年。On昂跑由铁人三项世界冠军Olivier Bernhard及其两位好友Caspar Coppetti、David Allemann一同创办。On Running鞋类品牌的投资者也中包括网球传奇人物罗杰-费德勒，费德勒在2019年成为公司股东，并参与设计去年推出的一款以他命名的鞋子。\n财务方面，On昂跑营收规模增速在体育运动公司中名列前茅，从2010年成立到2020 年，其营收复合年增长率为85%。公司2020 年营收为 4.253 亿瑞士法郎，同比增长 59.2%，净亏损为 2750 万瑞士法郎；截至 2021H1，营收为 3.155 亿瑞士法郎，净收入为380 万瑞士法郎。\n周四关键词：美国零售销售、初请经济数据方面，关注美国9月11日当周首次申请失业救济人数变动。\n财经事件方面，因中秋节假期，9月16-22日港股通将暂停交易。\n周五关键词：美国9月密歇根大学消费者信心指数、阿里巴巴年度股东大会经济数据方面，关注美国9月密歇根大学消费者信心指数，市场预期为72，前值为70.3。\n事件方面，北京时间晚7点，阿里巴巴召开年度股东大会。\n此外，美国食品药品监督管理局（FDA）疫苗和相关生物制品咨询委员会将于2021年9月17日召开会议，讨论关于额外注射新冠疫苗加强针的接种问题。会议将于美东时间上午8:30至下午3:45举行。九月初，Moderna也向FDA提交了新冠疫苗加强针的申请，略微落后于竞争对手辉瑞。此外，在美国，FDA已批准向免疫系统薄弱人士额外注射新冠疫苗加强针。涉及个股：辉瑞、BioNTech、Moderna、强生。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9,"HSTECH":0.9,"HSI":0.9,"HSCEI":0.9}},"isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816525273,"gmtCreate":1630508371492,"gmtModify":1676530325718,"author":{"id":"4087263755014960","authorId":"4087263755014960","name":"雨后就是彩虹","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087263755014960","idStr":"4087263755014960"},"themes":[],"title":"","htmlText":"555","listText":"555","text":"555","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/816525273","repostId":"2164867980","repostType":4,"isVote":1,"tweetType":1,"viewCount":1274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082813878,"gmtCreate":1650549302194,"gmtModify":1676534749309,"author":{"id":"4087263755014960","authorId":"4087263755014960","name":"雨后就是彩虹","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087263755014960","idStr":"4087263755014960"},"themes":[],"title":"","htmlText":"ok<a href=\"https://ttm.financial/S/S58.SI\">$新翔集团有限公司(S58.SI)$</a>","listText":"ok<a href=\"https://ttm.financial/S/S58.SI\">$新翔集团有限公司(S58.SI)$</a>","text":"ok$新翔集团有限公司(S58.SI)$","images":[{"img":"https://community-static.tradeup.com/news/71c18547908dd191fa821a15d8946ff0","width":"1080","height":"2141"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082813878","isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":887762146,"gmtCreate":1632100615285,"gmtModify":1676530700299,"author":{"id":"4087263755014960","authorId":"4087263755014960","name":"雨后就是彩虹","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087263755014960","idStr":"4087263755014960"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/887762146","repostId":"2168705503","repostType":4,"isVote":1,"tweetType":1,"viewCount":1298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885528681,"gmtCreate":1631804402343,"gmtModify":1676530641397,"author":{"id":"4087263755014960","authorId":"4087263755014960","name":"雨后就是彩虹","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087263755014960","idStr":"4087263755014960"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/885528681","repostId":"1188077028","repostType":4,"repost":{"id":"1188077028","kind":"news","weMediaInfo":{"introduction":"凤凰网港股官方账号，专注让专业更简单","home_visible":1,"media_name":"凤凰网港股","id":"56","head_image":"https://community-static.tradeup.com/news/63f98f2e899d607a12011e4ecf9c0ac7"},"pubTimestamp":1631803045,"share":"https://ttm.financial/m/news/1188077028?lang=en_US&edition=fundamental","pubTime":"2021-09-16 22:37","market":"us","language":"zh","title":"What certain opportunities are there in the next 5 to 10 years? Wu Xiaobo and Qin Shuo said this","url":"https://stock-news.laohu8.com/highlight/detail?id=1188077028","media":"凤凰网港股","summary":"9月12日，2021凤凰网财经峰会暨天籁思享荟杭州站成功召开，著名财经作家吴晓波、财经媒体人秦朔出席活动并发言。嘉宾们聚焦于杭州区域经济与财富热点，就资本市场、房价趋势、行业投资机会等相关创富话题，带","content":"<p>On September 12, the 2021 Phoenix Finance Summit and Tianlai Sixianghui Hangzhou Station were successfully held. Renowned financial writer Wu Xiaobo and financial media professional Qin Shuo attended the event and delivered speeches. The guests focused on hot topics in Hangzhou's regional economy and wealth, sharing high-value wealth knowledge on related wealth creation topics such as capital markets, housing price trends, and industry investment opportunities.</p><p><b>Wu Xiaobo: The intelligent revolution is China's hottest testing ground</b></p><p><img src=\"https://static.tigerbbs.com/6f59c35ff2a24d05b5a15487dcee7fe1\" tg-width=\"552\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p>Wu Xiaobo, a journalism graduate, has been conducting in-depth research on China's industrial economy as an industrial journalist for thirty years since 1990, and has written books on Chinese business such as \"Thirty Years of Turbulence\". He has always believed that the development of a country and an economy depends primarily on one thing: its economic cells.</p><p>After visiting as many as 38 companies in the first eight months of this year, Wu Xiaobo shared a presentation on \"New Trends in Industrial Transformation and New Opportunities for Track Investment\" with Teana car owners in Hangzhou at this event, based on his observations and summaries of the changes in China's economic cells within the companies.</p><p>Wu Xiaobo believes that, firstly,<b>The entire consumer internet entrepreneurship cycle has basically ended, and the new wave of entrepreneurship will be the intelligent revolution.</b></p><p>“China has undergone tremendous changes in the consumer goods and manufacturing sectors in the past two years. I have visited many factories that make mattresses, down jackets, cattle, steelmaking, and automobiles, and I have seen that manual labor is being replaced by machines on a large scale. Due to the huge Chinese consumer market, Chinese manufacturing has been the most active in the world in investing in intelligent technology in the past two or three years.”</p><p>Secondly, Wu Xiaobo pointed out that manufacturing is empowering platforms, restructuring industrial resources, and many small and medium-sized enterprises are also undergoing transformation in the intelligent revolution.</p><p>In the past, the entire manufacturing process, from land purchase to production lines, R&D, manufacturing, and sales, has been disrupted today. \"If you want to start a sofa company in Hangzhou, you don't need to buy a 50-square-meter plot of land in any jurisdiction of Hangzhou. You only need to answer one question: Why am I making sofas today? What are the differences between the sofas I make and other competitors? You just need to find this question and build resources that can help you through the Internet empowerment platform to achieve this.\"</p><p>Third, we need to use data-driven methods to improve the relationship between businesses and consumers. The pandemic has caused high costs for communication between people, and we need some data-driven tools to rebuild relationships within businesses and with consumers.</p><p>Fourth, the emergence of new domestic products in the past two years has been a national trend sparked by a fashion trend. This is an entrepreneurial wave based on Chinese culture and Chinese consumers, especially young consumers. This round of new national trend entrepreneurs are mainly those born in the 1980s and 1990s, while consumers are mainly those born in the 1990s and 2000s.</p><p>Data from this year's 618 shopping festival shows that domestic brands have a market share of 72%, with 459 new brands ranking first in their respective categories, which is a very obvious trend.</p><p>Last year's data shows that the market share of new domestic products in first- and second-tier cities reached 46%, in third- and fourth-tier cities it accounted for 30%, and in other cities it accounted for 24%. In 2020, the growth rate of new domestic product consumption in first- and second-tier cities was 22.4%, while in third-tier cities it reached 45.7%.</p><p>Wu Xiaobo analyzed, \"These two data points tell us that this round of new domestic products first exploded in first- and second-tier cities, and then their growth clearly declined, while third- and fourth-tier cities and below saw large-scale price increases. This means...\"<b>The new wave of domestic products has only just begun; I believe it will take another 5-10 years for it to become widespread nationwide.</b></p><p>Fifth, Wu Xiaobo proposed,<b>In recent years, people have been discussing business models, traffic, and the internet. One term that has been downplayed for many years but has now made a comeback is \"management\".</b>This round of organizational capabilities track determines the innovation possibilities of a company. Ultimately, a company is an organization. If all the dividends are exhausted and the contingency is used up, it will inevitably return to the organizational aspect.</p><p>At the end of his speech, Wu Xiaobo proposed the candlestick theory. After the recovery of the epidemic, unlike the previous V-shaped and U-shaped patterns, those that develop well in this round will be better, while those that develop poorly will be worse off.<b>With consumption facing a bottleneck and inflation entering an era of stagflation, Wu Xiaobo offers three suggestions to combat the downward trend in the candlestick chart:</b></p><p><b>First, stick to your core business, do what you are familiar with and good at, and reduce costs and increase efficiency;</b></p><p><b>Second, allocate assets rationally;</b></p><p><b>Third, avoid mental involution and enjoy a better life.</b></p><p><b>Qin Shuo: New consumption is a certain opportunity in the next 5 to 10 years</b></p><p><img src=\"https://static.tigerbbs.com/11095cb66ea11e41baeb99b273d0d3fa\" tg-width=\"552\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p>According to relevant data, investment and financing in the new consumption sector reached nearly 45 billion yuan in 2020, with 286 projects receiving financing. In the first half of 2021, there were 333 financing events in the new consumer sector, with a total financing amount exceeding 50 billion yuan.</p><p>Taking the \"tea and coffee soft drink\" sector as an example, Heytea, Genki Forest, Modern China Tea Shop, Jane Eyre, Sandon and Half Coffee, CHALI, Yongpu, and Sumidagawa are all sought after by investors.</p><p>Why is new consumption so popular? How long can it remain popular? At this event, Qin Shuo delivered a keynote speech entitled \"From the 14th Five-Year Plan to 2035: New Consumption Trends and New Growth Opportunities\" to Teana owners in Hangzhou.</p><p>“China has 600 million people with an average monthly income of 1,000 yuan, which accounts for about 40% of the country, while the average monthly income of 3,000 yuan or less accounts for 60%. We are still a developing country,” said Qin Shuo, a veteran financial media professional. He believes that although the growth rate of China’s bottom income is still relatively low, under the process of “promoting common prosperity through high-quality development,” as more bottom-income groups gradually rise to the middle class, there is great potential for future residents’ consumption.</p><p>At the same time,<b>Qin Shuo believes that the three drivers of the future of the consumer industry are: basic consumption, silver consumption, and new consumption, with new consumption being the most dynamic and imaginative part.</b></p><p>Regarding basic consumption, many people think that basic consumption is traditional and outdated, which is wrong, because basic consumption items such as soy sauce and vinegar will always exist.</p><p>Regarding consumption in the elderly, this generation will not be as frugal as the post-50s generation when considering retirement, so their willingness to consume will increase in the future.</p><p>New consumption in China is mainly driven by \"Generation Z,\" and this population and their consumption propositions are the natural fertile ground for new consumption. For example, in the food and beverage industry, the keywords are sugar-free sparkling water, high-end mineral water, plant-based protein drinks, and low-sugar and low-salt functional snacks. It can be seen that the new consumer group facing the new consumer group has changed dramatically compared to the traditional consumer group.</p><p><b>In Qin Shuo's view, China will soon become the world's largest consumer goods retail market, so the combination of domestic services such as \"clothing, food, housing, transportation, health, and entertainment\" with the upgrading of new technologies is a very certain investment track.</b></p><p><a href=\"https://laohu8.com/S/00700\">Tencent</a>Traffic giants like ByteDance are now investing heavily not in internet companies, but in new consumer companies. For example, Tencent has invested in Heytea, Perfect Diary, TIMS, Shengxiangting, and Weilong. ByteDance has invested in MANNER Coffee, Li Ziqi's contracted company Weinian, and so on.</p><p>Regarding the future of new consumption, Qin Shuo stated<b>\"It is not the digitalization of existing consumption, but the incremental consumption created by new supply. Therefore, everyone must understand that new consumption will bring a lot of incremental consumption, which is a certain opportunity in the next 5 to 10 years.\"</b></p><p>Qin Shuo added that how to go from an internet celebrity to a long-term success is the main challenge facing the new consumer industry today. It's not difficult to become an internet celebrity in the short term, and it's easy to create short-term miracles with capital support. However, if you become overly obsessed with traffic games, you will only overdraw your brand credit and will ultimately be difficult to sustain.</p><p><b>Hot topic 1</b></p><p><b>Opportunities come and go quickly; how can we avoid becoming retail investors?</b></p><p><img src=\"https://static.tigerbbs.com/e0b299359bf8fa9d67661ab7cf24aa80\" tg-width=\"552\" tg-height=\"368\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>Qin Shuo: I was once a \"leek\" too.</b></p><p><b>Wu Xiaobo: Locking in \"Desire\" and Focusing on Long-Term Closed-End Funds</b></p><p>At the event, Dongfeng Nissan Teana owners also had in-depth interactions with the guests. When answering a car owner's question about \"how to avoid becoming a retail investor,\" Qin Shuo shared his personal experience: \"I have been a retail investor myself. After reflecting on it, the root cause of my being a retail investor each time is not a knowledge problem, but a psychological problem, which is greed and speculation.\"</p><p>Qin Shuo offered two suggestions:</p><p><b>First, try not to invest yourself. Instead, buy some funds and leave the professional work to professionals.</b></p><p>Because the things a person is good at are very limited, if you don't want to be exploited, you need to reduce the probability of playing around yourself. Don't jump in blindly just because you don't understand this or that concept this year.</p><p><b>Secondly, if you want to invest yourself, you should have rational expectations, buy things you truly understand, and avoid speculation.</b></p><p><b>When choosing stocks, you can follow the example of fund companies that have a good reputation for long-term investment and good risk control, and see what kind of stocks their funds buy.</b></p><p>\"For example, they bought a bunch of blue-chip consumer stocks, which have been very strong over the past three years. This year, blue-chip consumer stocks have all fallen, with some already down by one-third or even 40%. When the fundamentals have not fundamentally changed and there are still many fund companies holding them, you can buy them now for 40% cheaper than fund companies. So why not buy them? If you absolutely have to operate, I think you can buy them.\"</p><p>Wu Xiaobo advises investors to trust professional institutions and focus their asset allocation more on funds.</p><p>“I never buy stocks myself. I suggest leaving professional matters to professionals. If you are still very interested, you can invest 5% or 10% of your assets in the market yourself and have a good time.”</p><p>Wu Xiaobo specifically mentioned closed-end funds, saying, \"This year, many large fund companies have launched some long-term closed-end funds that cannot be exited for 8-10 years, which in turn locks in your desires.\"<b>If you are certain about the fund manager's financial philosophy, are quite certain about his past performance, and are optimistic about his investment sector, then you should follow him for 8-10 years.</b></p><p><b>\"The era of selling funds and promising to double in three years is over in China.\"</b></p><p><b>Hot Topic 2</b></p><p><b>If you have spare money, what should you buy? How do I buy it?</b></p><p><img src=\"https://static.tigerbbs.com/961b1d92290cb3aafa96da8210d6b66f\" tg-width=\"552\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p><b>Wu Xiaobo: Leverage should be increased for promising sectors.</b></p><p><b>Qin Shuo: It's time to buy Chinese concept stocks at the bottom.</b></p><p>During his recent presentation at the Phoenix Finance Summit and Tianlai Sixianghui Shenzhen Station, Qin Shuo clearly stated that many Hong Kong and US stocks have fallen to their knees and even ankles, presenting a value investing opportunity.</p><p>\"The last event in Shenzhen was on Saturday. If some viewers listened and bought, many stocks rose by 15% on Monday.\"</p><p>At the Tianlai Sixianghui Hangzhou event, Qin Shuo reiterated this viewpoint.<b>\"Chinese concept stocks have fallen too sharply right now, with many companies dropping by more than 50% or even 80%. Is this the only value of these companies? It's impossible to build another giant company like this.\"</b></p><p>Qin Shuo invested in \"Duan Yongping\"<a href=\"https://laohu8.com/S/NTES\">NetEase</a>He cited the story as an example, saying that when NetEase fell to one dollar, many people were afraid, but after analysis, he believed that no matter how bad the company was, its stock price would still be higher than it is now.</p><p>Duan Yongping once said, \"What is the biggest advantage of buying stocks at this time? It's not that you can buy them low, but that you can buy more at a low price.\"</p><p>\"When others are fearful, you are greedy; when others are greedy, you are fearful. This is truly a profound saying,\" Qin Shuo concluded.</p><p>From an investment perspective, Wu Xiaobo believes<b>Real estate is not a good investment target for many high-net-worth individuals.</b>Unless you are trying to improve your housing environment.</p><p><b>\"If you believe you will have a stable income over the next five years, you can increase your leverage. It is best to leverage your personal assets by about 60% to buy predictable and trend-related assets to resist this round of inflation.\"</b></p><p><b>epilogue</b></p><p>Staying at the forefront of the times helps you advance in life. Since its domestic production in 2004, the Dongfeng Nissan Teana has witnessed the rapid take-off of China's economy, bringing a high-quality and stylish driving experience to the ever-growing urban elite class, and accompanying them step by step to achieve their life goals.</p><p>As a value leader in China's mid-to-high-end car market, the 2021 Teana offers consumers a superior experience with its comprehensive product strength of \"not only comfort, but also surging, controlled, and composed\".<a href=\"https://laohu8.com/S/DLX\">luxury</a>The driving experience. Thanks to its repeated title as one of Ward's Top Ten Global Engines in 2019 and 2020, and the support of the world's first mass-produced variable compression ratio engine, the VC-TURBO supercharger, the 2021 Teana stands out from its peers with its powerful and efficient performance. Based on its class-leading intelligence and 380,000 kilometers of road testing in China, ProPILOT has become an Level 2 autonomous driving assistance system with functionality and ease of use far exceeding that of its competitors. Nissan Connect, with its class-leading and comprehensive vehicle connectivity capabilities, brings users a surprising connected experience.</p><p>In recent years, Dongfeng Nissan Teana has actively partnered with top domestic financial media to create the Teana Thought Club, rapidly transforming it into a high-end intellectual interaction platform connecting financial leaders, renowned scholars, and elite car owners. It delivers forward-looking financial insights and trend analysis to new urban elites, points out wealth creation opportunities, and has attracted the attention of a wide range of Teana car owners and investors. At this year's Phoenix Finance Summit and Tianlai Thought Forum Hangzhou Station, top financial experts Wu Xiaobo and Qin Shuo shared their insights, undoubtedly providing valuable financial advice and helping everyone clarify their future investment strategies.</p><p>The technological wave is in full swing, the global pandemic continues, and international competition intensifies. On one side is the sea, and on the other side is the flames. The uncertain situation has exacerbated the volatility in the capital market, presenting both opportunities and crises for the future. How can investors correctly understand the current situation, and how can they rationally allocate assets to mitigate risks and achieve steady asset appreciation? The answers to all of these questions can be found at Tianlai Sixianghui.</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>What certain opportunities are there in the next 5 to 10 years? Wu Xiaobo and Qin Shuo said this</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\">\nWhat certain opportunities are there in the next 5 to 10 years? Wu Xiaobo and Qin Shuo said this\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/56\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/63f98f2e899d607a12011e4ecf9c0ac7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time smaller\">2021-09-16 22:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On September 12, the 2021 Phoenix Finance Summit and Tianlai Sixianghui Hangzhou Station were successfully held. Renowned financial writer Wu Xiaobo and financial media professional Qin Shuo attended the event and delivered speeches. The guests focused on hot topics in Hangzhou's regional economy and wealth, sharing high-value wealth knowledge on related wealth creation topics such as capital markets, housing price trends, and industry investment opportunities.</p><p><b>Wu Xiaobo: The intelligent revolution is China's hottest testing ground</b></p><p><img src=\"https://static.tigerbbs.com/6f59c35ff2a24d05b5a15487dcee7fe1\" tg-width=\"552\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p>Wu Xiaobo, a journalism graduate, has been conducting in-depth research on China's industrial economy as an industrial journalist for thirty years since 1990, and has written books on Chinese business such as \"Thirty Years of Turbulence\". He has always believed that the development of a country and an economy depends primarily on one thing: its economic cells.</p><p>After visiting as many as 38 companies in the first eight months of this year, Wu Xiaobo shared a presentation on \"New Trends in Industrial Transformation and New Opportunities for Track Investment\" with Teana car owners in Hangzhou at this event, based on his observations and summaries of the changes in China's economic cells within the companies.</p><p>Wu Xiaobo believes that, firstly,<b>The entire consumer internet entrepreneurship cycle has basically ended, and the new wave of entrepreneurship will be the intelligent revolution.</b></p><p>“China has undergone tremendous changes in the consumer goods and manufacturing sectors in the past two years. I have visited many factories that make mattresses, down jackets, cattle, steelmaking, and automobiles, and I have seen that manual labor is being replaced by machines on a large scale. Due to the huge Chinese consumer market, Chinese manufacturing has been the most active in the world in investing in intelligent technology in the past two or three years.”</p><p>Secondly, Wu Xiaobo pointed out that manufacturing is empowering platforms, restructuring industrial resources, and many small and medium-sized enterprises are also undergoing transformation in the intelligent revolution.</p><p>In the past, the entire manufacturing process, from land purchase to production lines, R&D, manufacturing, and sales, has been disrupted today. \"If you want to start a sofa company in Hangzhou, you don't need to buy a 50-square-meter plot of land in any jurisdiction of Hangzhou. You only need to answer one question: Why am I making sofas today? What are the differences between the sofas I make and other competitors? You just need to find this question and build resources that can help you through the Internet empowerment platform to achieve this.\"</p><p>Third, we need to use data-driven methods to improve the relationship between businesses and consumers. The pandemic has caused high costs for communication between people, and we need some data-driven tools to rebuild relationships within businesses and with consumers.</p><p>Fourth, the emergence of new domestic products in the past two years has been a national trend sparked by a fashion trend. This is an entrepreneurial wave based on Chinese culture and Chinese consumers, especially young consumers. This round of new national trend entrepreneurs are mainly those born in the 1980s and 1990s, while consumers are mainly those born in the 1990s and 2000s.</p><p>Data from this year's 618 shopping festival shows that domestic brands have a market share of 72%, with 459 new brands ranking first in their respective categories, which is a very obvious trend.</p><p>Last year's data shows that the market share of new domestic products in first- and second-tier cities reached 46%, in third- and fourth-tier cities it accounted for 30%, and in other cities it accounted for 24%. In 2020, the growth rate of new domestic product consumption in first- and second-tier cities was 22.4%, while in third-tier cities it reached 45.7%.</p><p>Wu Xiaobo analyzed, \"These two data points tell us that this round of new domestic products first exploded in first- and second-tier cities, and then their growth clearly declined, while third- and fourth-tier cities and below saw large-scale price increases. This means...\"<b>The new wave of domestic products has only just begun; I believe it will take another 5-10 years for it to become widespread nationwide.</b></p><p>Fifth, Wu Xiaobo proposed,<b>In recent years, people have been discussing business models, traffic, and the internet. One term that has been downplayed for many years but has now made a comeback is \"management\".</b>This round of organizational capabilities track determines the innovation possibilities of a company. Ultimately, a company is an organization. If all the dividends are exhausted and the contingency is used up, it will inevitably return to the organizational aspect.</p><p>At the end of his speech, Wu Xiaobo proposed the candlestick theory. After the recovery of the epidemic, unlike the previous V-shaped and U-shaped patterns, those that develop well in this round will be better, while those that develop poorly will be worse off.<b>With consumption facing a bottleneck and inflation entering an era of stagflation, Wu Xiaobo offers three suggestions to combat the downward trend in the candlestick chart:</b></p><p><b>First, stick to your core business, do what you are familiar with and good at, and reduce costs and increase efficiency;</b></p><p><b>Second, allocate assets rationally;</b></p><p><b>Third, avoid mental involution and enjoy a better life.</b></p><p><b>Qin Shuo: New consumption is a certain opportunity in the next 5 to 10 years</b></p><p><img src=\"https://static.tigerbbs.com/11095cb66ea11e41baeb99b273d0d3fa\" tg-width=\"552\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p>According to relevant data, investment and financing in the new consumption sector reached nearly 45 billion yuan in 2020, with 286 projects receiving financing. In the first half of 2021, there were 333 financing events in the new consumer sector, with a total financing amount exceeding 50 billion yuan.</p><p>Taking the \"tea and coffee soft drink\" sector as an example, Heytea, Genki Forest, Modern China Tea Shop, Jane Eyre, Sandon and Half Coffee, CHALI, Yongpu, and Sumidagawa are all sought after by investors.</p><p>Why is new consumption so popular? How long can it remain popular? At this event, Qin Shuo delivered a keynote speech entitled \"From the 14th Five-Year Plan to 2035: New Consumption Trends and New Growth Opportunities\" to Teana owners in Hangzhou.</p><p>“China has 600 million people with an average monthly income of 1,000 yuan, which accounts for about 40% of the country, while the average monthly income of 3,000 yuan or less accounts for 60%. We are still a developing country,” said Qin Shuo, a veteran financial media professional. He believes that although the growth rate of China’s bottom income is still relatively low, under the process of “promoting common prosperity through high-quality development,” as more bottom-income groups gradually rise to the middle class, there is great potential for future residents’ consumption.</p><p>At the same time,<b>Qin Shuo believes that the three drivers of the future of the consumer industry are: basic consumption, silver consumption, and new consumption, with new consumption being the most dynamic and imaginative part.</b></p><p>Regarding basic consumption, many people think that basic consumption is traditional and outdated, which is wrong, because basic consumption items such as soy sauce and vinegar will always exist.</p><p>Regarding consumption in the elderly, this generation will not be as frugal as the post-50s generation when considering retirement, so their willingness to consume will increase in the future.</p><p>New consumption in China is mainly driven by \"Generation Z,\" and this population and their consumption propositions are the natural fertile ground for new consumption. For example, in the food and beverage industry, the keywords are sugar-free sparkling water, high-end mineral water, plant-based protein drinks, and low-sugar and low-salt functional snacks. It can be seen that the new consumer group facing the new consumer group has changed dramatically compared to the traditional consumer group.</p><p><b>In Qin Shuo's view, China will soon become the world's largest consumer goods retail market, so the combination of domestic services such as \"clothing, food, housing, transportation, health, and entertainment\" with the upgrading of new technologies is a very certain investment track.</b></p><p><a href=\"https://laohu8.com/S/00700\">Tencent</a>Traffic giants like ByteDance are now investing heavily not in internet companies, but in new consumer companies. For example, Tencent has invested in Heytea, Perfect Diary, TIMS, Shengxiangting, and Weilong. ByteDance has invested in MANNER Coffee, Li Ziqi's contracted company Weinian, and so on.</p><p>Regarding the future of new consumption, Qin Shuo stated<b>\"It is not the digitalization of existing consumption, but the incremental consumption created by new supply. Therefore, everyone must understand that new consumption will bring a lot of incremental consumption, which is a certain opportunity in the next 5 to 10 years.\"</b></p><p>Qin Shuo added that how to go from an internet celebrity to a long-term success is the main challenge facing the new consumer industry today. It's not difficult to become an internet celebrity in the short term, and it's easy to create short-term miracles with capital support. However, if you become overly obsessed with traffic games, you will only overdraw your brand credit and will ultimately be difficult to sustain.</p><p><b>Hot topic 1</b></p><p><b>Opportunities come and go quickly; how can we avoid becoming retail investors?</b></p><p><img src=\"https://static.tigerbbs.com/e0b299359bf8fa9d67661ab7cf24aa80\" tg-width=\"552\" tg-height=\"368\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><b>Qin Shuo: I was once a \"leek\" too.</b></p><p><b>Wu Xiaobo: Locking in \"Desire\" and Focusing on Long-Term Closed-End Funds</b></p><p>At the event, Dongfeng Nissan Teana owners also had in-depth interactions with the guests. When answering a car owner's question about \"how to avoid becoming a retail investor,\" Qin Shuo shared his personal experience: \"I have been a retail investor myself. After reflecting on it, the root cause of my being a retail investor each time is not a knowledge problem, but a psychological problem, which is greed and speculation.\"</p><p>Qin Shuo offered two suggestions:</p><p><b>First, try not to invest yourself. Instead, buy some funds and leave the professional work to professionals.</b></p><p>Because the things a person is good at are very limited, if you don't want to be exploited, you need to reduce the probability of playing around yourself. Don't jump in blindly just because you don't understand this or that concept this year.</p><p><b>Secondly, if you want to invest yourself, you should have rational expectations, buy things you truly understand, and avoid speculation.</b></p><p><b>When choosing stocks, you can follow the example of fund companies that have a good reputation for long-term investment and good risk control, and see what kind of stocks their funds buy.</b></p><p>\"For example, they bought a bunch of blue-chip consumer stocks, which have been very strong over the past three years. This year, blue-chip consumer stocks have all fallen, with some already down by one-third or even 40%. When the fundamentals have not fundamentally changed and there are still many fund companies holding them, you can buy them now for 40% cheaper than fund companies. So why not buy them? If you absolutely have to operate, I think you can buy them.\"</p><p>Wu Xiaobo advises investors to trust professional institutions and focus their asset allocation more on funds.</p><p>“I never buy stocks myself. I suggest leaving professional matters to professionals. If you are still very interested, you can invest 5% or 10% of your assets in the market yourself and have a good time.”</p><p>Wu Xiaobo specifically mentioned closed-end funds, saying, \"This year, many large fund companies have launched some long-term closed-end funds that cannot be exited for 8-10 years, which in turn locks in your desires.\"<b>If you are certain about the fund manager's financial philosophy, are quite certain about his past performance, and are optimistic about his investment sector, then you should follow him for 8-10 years.</b></p><p><b>\"The era of selling funds and promising to double in three years is over in China.\"</b></p><p><b>Hot Topic 2</b></p><p><b>If you have spare money, what should you buy? How do I buy it?</b></p><p><img src=\"https://static.tigerbbs.com/961b1d92290cb3aafa96da8210d6b66f\" tg-width=\"552\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p><b>Wu Xiaobo: Leverage should be increased for promising sectors.</b></p><p><b>Qin Shuo: It's time to buy Chinese concept stocks at the bottom.</b></p><p>During his recent presentation at the Phoenix Finance Summit and Tianlai Sixianghui Shenzhen Station, Qin Shuo clearly stated that many Hong Kong and US stocks have fallen to their knees and even ankles, presenting a value investing opportunity.</p><p>\"The last event in Shenzhen was on Saturday. If some viewers listened and bought, many stocks rose by 15% on Monday.\"</p><p>At the Tianlai Sixianghui Hangzhou event, Qin Shuo reiterated this viewpoint.<b>\"Chinese concept stocks have fallen too sharply right now, with many companies dropping by more than 50% or even 80%. Is this the only value of these companies? It's impossible to build another giant company like this.\"</b></p><p>Qin Shuo invested in \"Duan Yongping\"<a href=\"https://laohu8.com/S/NTES\">NetEase</a>He cited the story as an example, saying that when NetEase fell to one dollar, many people were afraid, but after analysis, he believed that no matter how bad the company was, its stock price would still be higher than it is now.</p><p>Duan Yongping once said, \"What is the biggest advantage of buying stocks at this time? It's not that you can buy them low, but that you can buy more at a low price.\"</p><p>\"When others are fearful, you are greedy; when others are greedy, you are fearful. This is truly a profound saying,\" Qin Shuo concluded.</p><p>From an investment perspective, Wu Xiaobo believes<b>Real estate is not a good investment target for many high-net-worth individuals.</b>Unless you are trying to improve your housing environment.</p><p><b>\"If you believe you will have a stable income over the next five years, you can increase your leverage. It is best to leverage your personal assets by about 60% to buy predictable and trend-related assets to resist this round of inflation.\"</b></p><p><b>epilogue</b></p><p>Staying at the forefront of the times helps you advance in life. Since its domestic production in 2004, the Dongfeng Nissan Teana has witnessed the rapid take-off of China's economy, bringing a high-quality and stylish driving experience to the ever-growing urban elite class, and accompanying them step by step to achieve their life goals.</p><p>As a value leader in China's mid-to-high-end car market, the 2021 Teana offers consumers a superior experience with its comprehensive product strength of \"not only comfort, but also surging, controlled, and composed\".<a href=\"https://laohu8.com/S/DLX\">luxury</a>The driving experience. Thanks to its repeated title as one of Ward's Top Ten Global Engines in 2019 and 2020, and the support of the world's first mass-produced variable compression ratio engine, the VC-TURBO supercharger, the 2021 Teana stands out from its peers with its powerful and efficient performance. Based on its class-leading intelligence and 380,000 kilometers of road testing in China, ProPILOT has become an Level 2 autonomous driving assistance system with functionality and ease of use far exceeding that of its competitors. Nissan Connect, with its class-leading and comprehensive vehicle connectivity capabilities, brings users a surprising connected experience.</p><p>In recent years, Dongfeng Nissan Teana has actively partnered with top domestic financial media to create the Teana Thought Club, rapidly transforming it into a high-end intellectual interaction platform connecting financial leaders, renowned scholars, and elite car owners. It delivers forward-looking financial insights and trend analysis to new urban elites, points out wealth creation opportunities, and has attracted the attention of a wide range of Teana car owners and investors. At this year's Phoenix Finance Summit and Tianlai Thought Forum Hangzhou Station, top financial experts Wu Xiaobo and Qin Shuo shared their insights, undoubtedly providing valuable financial advice and helping everyone clarify their future investment strategies.</p><p>The technological wave is in full swing, the global pandemic continues, and international competition intensifies. On one side is the sea, and on the other side is the flames. The uncertain situation has exacerbated the volatility in the capital market, presenting both opportunities and crises for the future. How can investors correctly understand the current situation, and how can they rationally allocate assets to mitigate risks and achieve steady asset appreciation? The answers to all of these questions can be found at Tianlai Sixianghui.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2a986280a0d0ac6d75b62fd1fec8874","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188077028","content_text":"9月12日，2021凤凰网财经峰会暨天籁思享荟杭州站成功召开，著名财经作家吴晓波、财经媒体人秦朔出席活动并发言。嘉宾们聚焦于杭州区域经济与财富热点，就资本市场、房价趋势、行业投资机会等相关创富话题，带来一场高价值财富知识分享。\n吴晓波：智能化革命是中国最热烈的试验场\n\n新闻系出身的吴晓波从90年开始，作为一名工业记者深入研究中国产业经济三十年，并写出《激荡三十年》等中国商业著作。他始终认为一个国家和一个经济体的发展最主要就看一件事，就是经济细胞。\n在今年前8个月考察多达38家企业后，吴晓波通过在企业中看到并总结的中国经济细胞变化，在本次活动中为杭州的天籁车主们带来了《产业变革新趋势、赛道投资新机遇》主题分享。\n吴晓波认为，首先，整个消费互联网创业周期已基本上结束，新一轮创业浪潮将是智能化革命。\n“中国在消费品及制造业领域里这两年发生了特别大的变化。我去了很多像做床垫、做羽绒服、养牛、炼钢和汽车的工厂，看到人工正在大规模地被机器所替代。由于有着庞大的中国消费市场存在，在过去两三年中国制造业在智能化投资是全世界最积极的” 。\n其次，吴晓波指出制造业赋能平台，正在重构产业资源，很多中小企业也在智能化革命中进行变革。\n过去，从买土地到生产线、研发、制造、销售这样一个完整的制造环节，在今天已被颠覆。“如果说你想在杭州做一个沙发公司，你不需要在杭州任何一个辖区去买一个50平方米地，你只需要回答一个问题，为什么今天要我来做沙发，我做的沙发和其他对手有什么区别，你只要找好这个问题，通过互联网赋能平台去组建那些能够帮助你的资源就可以实现” 。\n第三，用数据化的方式改善企业跟消费者之间的关系，疫情之后造成人和人之间的交流成本很高，我们需要一些数据化工具重建企业内部之间以及与消费者之间的关系。\n第四，这两年新国货是一次时尚流行所引爆的国潮，这是一个基于中国文化和中国消费者，特别是年轻消费者所形成的创业浪潮。这一轮新国潮创业者以80、90后为主，消费者以90、00后为主。\n今年618产生的数据显示，国货品牌市场占有率达到72%，459个新品牌成为细分品类中的第一名，这是一个非常明显的趋势。\n去年的数据显示，一、二线城市的新国货市场占有率达到46%，三、四线城市占30%，其他24%。而2020年一、二线城市新国货消费增长数据是22.4%，三线城市高达45.7%。\n吴晓波分析，“这两个数据告诉我们，这一轮新国货首先在一、二线城市爆炸，然后它的增长明显是在下降，而三四线及以下城市在大规模上涨，这意味着新国货浪潮才刚刚开始，我认为全国普及还有5-10年的时间”。\n第五，吴晓波提出，近几年人们总是在讨论模式、流量、互联网，有一个名词很多年被淡化而现在又重新回来了，就是“管理”。这一轮组织能力赛道决定企业的创新可能性，企业最终是一个组织，红利都吃完了，偶然性都被用光了，最终必然就回到组织部分。\n在发言最后，吴晓波提出K线理论，疫情复苏之后，有别于以前的V型、U型，这轮发展好的将更好，发展不好的会更惨。消费陷入瓶颈，通货变成滞胀的时代，对抗K线下行，吴晓波为大家提出三点建议：\n第一，坚守自己的本业，做熟悉擅长的事，降本增效；\n第二，理性配置资产；\n第三，避免精神内卷，享受美好生活。\n秦朔：新消费是未来5到10年的确定性机会\n\n据相关数据，2020年新消费领域投融资额达近450亿元，获得融资的项目有286起。而2021年上半年，新消费领域融资事件已达333起，融资金额超500亿。\n以“茶咖软饮”赛道为例，喜茶、元气森林、茶颜悦色、简爱、三顿半咖啡、CHALI茶里、永璞、隅田川，投资人莫不追捧。\n新消费为何这么火？还能火多久？在本次活动中，秦朔为杭州的天籁车主们带来了《从十四五到2035：消费新趋势与增长新机遇》主题分享。\n“中国有6亿人，月均收入是1千元，这部分人口占全国约40%，而月均收入3千元及以下人口占60%，我们仍然是一个发展中国家”，作为资深财经媒体人，秦朔认为中国底层收入增长水平虽然目前还比较低，但在“高质量发展中促进共同富裕”的进程下，随着更多底层收入阶层慢慢提升为中间阶层，未来居民消费大有潜力。\n同时，秦朔认为消费行业未来的三驾马车是：基础消费、银发消费和新消费，而新消费是其中最具活力和想象力的部分。\n基础消费方面，很多人觉得基础消费是传统，过时了，这不对，因为酱油醋之类的基础性消费永远存在。\n银发消费方面，这一代人考虑养老的时候不会像“50后”那一代人那么节俭，所以未来消费意愿会越来越起来。\n而新消费在中国主要是“Z时代”驱动的，这些人口以及他们的消费主张是新消费天然的土壤。比如在食品饮料赛道里，关键词都是无糖气泡水、高端矿泉水、植物蛋白饮料、低糖低盐功能型零食，可以看到新消费所面对的新人群跟传统消费人群有巨大变化。\n在秦朔看来，中国很快会成为全球最大的消费品零售市场，所以围绕“衣、食、住、行、康、乐”这样的内需服务结合新技术的升级是非常确定的投资赛道。\n腾讯、字节跳动这样的流量巨人，现在大规模不是在投互联网公司，而是在投新消费公司。比如腾讯投了喜茶、完美日记、TIMS、盛香亭、卫龙。字节跳动投了MANNER咖啡、李子柒的签约公司微念等等。\n对于新消费的未来，秦朔表示“它不是原有消费的数字化，而是新供给创造的消费增量。所以大家一定要理解新消费会带来很多消费增量，这是未来5到10年的确定性机会”。\n秦朔还补充道，如何从网红走上长青，是当下新消费行业面临的主要挑战。一时网红不难，通过资本助力很容易产生短期奇迹，但是如果过度沉迷于流量玩法，只会透支品牌信用，终究难以持续。\n热议一\n风口来得快走得也快，如何避免成为韭菜？\n\n秦朔：我也曾是“韭菜”\n吴晓波：反锁“欲望” 关注长周期封闭基金\n本次活动现场，东风日产天籁车主也与嘉宾进行了深度互动。在回答“如何避免成为韭菜”的车主提问时，秦朔给出了自己的现身说法：“我也当过韭菜，我反思了一下，我每次当韭菜的根本原因不是知识问题，而是心理问题，就是贪婪、投机”。\n秦朔对此给出了两点建议：\n第一、尽量不要自己做投资，可以买一些基金，把专业的事交给专业的人。\n因为一个人擅长做的事情很有限，所以你要不想当韭菜，就要减少自己去玩的概率。不要看到今年这个概念、那个概念，也搞不清楚就盲目进去。\n第二、如果要自己投资，要有理性预期，要买自己真正懂的东西，不要投机。\n在选择股票方面，可以跟基金看齐，比如一些在长期投资中具有良好声誉的、风控比较好的基金公司，去看他们的基金都买什么样的股票。\n“比如说他们买了一堆白马消费股，在过去三年都很厉害，今年白马消费股集体向下，有一些已经向下三分之一甚至40%，当基本面没有根本性变化且还有很多基金公司持有的时候，你现在买可以比基金公司便宜40%，那为什么不买，如果一定要操作，我觉得就可以买”。\n吴晓波建议投资者相信专业机构，可以将资产配置更偏重于基金。\n“我自己是从来不买股票的，我建议专业的事情交给专业的人打理。如果你还是很有兴趣，可以拿你资产的5%、10%自己在市场里去投资，去玩个胆战心惊。”\n吴晓波特别提到了封闭基金，“今年好多大的基金公司发了一些长周期的封闭式基金，8-10年不能退出，反向把你的欲望锁定住，如果你确定这个基金经理他的理财理念，对他过往业绩比较确定，看好他的投资赛道，那你就跟他8-10年”。\n“卖基金承诺三年翻一番，这个时代在中国已经过去了”。\n热议二\n身上有闲钱，买什么？怎么买？\n\n吴晓波：对看好的赛道要加足杠杆\n秦朔：是时候抄底中概股了\n在不久前凤凰网财经峰会暨天籁思享荟深圳站的分享中，秦朔就曾经明确表示，很多港股和美股已经跌到膝盖乃至脚踝了，是一个价值投资的机会。\n“上次深圳的活动是在周六，如果有观众听了并且买了，周一很多股票就涨了15%”。\n在本次天籁思享荟杭州站的活动现场，秦朔再次强调了这一观点，“中概股现在跌得太厉害，大量的公司都跌了50%以上甚至80%，这些公司的价值是不是只有这一点？如果想再打造一个这样的巨型公司是不可能的”。\n秦朔以“段永平投资网易”的故事举例，称网易当年跌到一美元的时候，很多人都害怕，但是他经过分析之后认为这个公司再坏也会比现在的股价高。\n段永平曾说过：“这时候买股票最大的好处是什么？不是可以买得低，而是在低的价位上可以买得多。”\n“别人恐惧的时候你贪婪，别人贪婪的时候你恐惧，这句话真的是至理名言”，秦朔总结道。\n从投资角度，吴晓波认为不动产对很多高净值人来说不是很好的投资标的，除非你为了改善自己的住房环境。\n“如果你认为自己未来5年自己有稳定的收入，可以加足杠杆，最好能在个人资产上放个60%左右的杠杆，买那些可预期的、跟趋势有关的资产，抵抗这一轮通货膨胀”。\n结语\n立足时代前沿，助力人生进阶。自2004年国产以来，东风日产天籁见证了中国经济的高速腾飞，为不断壮大的都市精英阶层带去充满品质与格调的驾乘感受，陪伴着他们一步步实现人生的进阶目标。\n作为国内中高级车领域的价值引领者，天籁2021款凭借“不止于舒适，更是澎湃、掌控、从容”的全面产品实力，为消费者奉上越级豪华的驾乘体验。得益于蝉联2019年和2020年沃德全球十佳发动机，全球首款量产可变压缩比发动机VC-TURBO超变擎的加持，天籁2021款以澎湃且高效的动力表现傲视同侪；ProPILOT超智驾基于领先同级的智能化与国内38万公里道路测试，成为功能性、易用性远超竞品的L2级自动驾驶辅助系统；而Nissan Connect超智联则以同级超强、超全车联网功能，为用户带来充满惊喜的互联体验。\n近年来，东风日产天籁积极携手国内顶尖财经媒体，倾力打造天籁思享荟，使其迅速成为链接财经领袖、知名学者、精英车主的高端思想互动平台，为都市新精英们传递前瞻性的财经洞察和趋势解析，指明创富机遇，受到广大天籁车主和投资者的关注。此次凤凰网财经峰会暨天籁思享荟杭州站，顶级财经大咖吴晓波和秦朔带来的分享，无疑给大家提供了一些宝贵的理财建议，帮助大家厘清未来投资思路。\n科技浪潮方兴未艾，世界疫情不断，国际竞争加剧。一边是海水，一边是火焰。不确定的时局，加剧了资本市场的动荡，未来机遇与危机并存。投资者该如何正确认识时局，又该如何合理配置资产抵御风险，实现资产的平稳增值？而这些都能在天籁思享荟找到答案。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}