雨后就是彩虹 personal page - To The Moon

雨后就是彩虹

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雨后就是彩虹

2024-01-30

$莎姆达拉(S56.SI)$

雨后就是彩虹

2021-08-30

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China's new car-making forces fell lower in intraday sessions, and Li Auto fell nearly 5%

雨后就是彩虹

2021-09-18

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The market value of "Jiangmao" Haitian Flavor Industry was nearly halved during the year. Is it a trap or an opportunity?

雨后就是彩虹

2021-08-18

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The financial report was recognized, and Tencent ADR rapidly rose by nearly 5%

雨后就是彩虹

2021-08-11

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The Great Ebb: Can Plunging Shells Still Go Shore?

雨后就是彩虹

2021-09-13

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Preview: Apple's new product launch conference is coming! XPeng P5 goes on sale Wednesday

雨后就是彩虹

2021-09-01

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雨后就是彩虹

2022-04-21

ok$新翔集团有限公司(S58.SI)$

雨后就是彩虹

2021-09-20

666

Call an emergency meeting! Britain's "gas shortage" is not easy this time

雨后就是彩虹

2021-09-16

666

What are the certainty opportunities in the next 5 to 10 years? Wu Xiaobo and Qin Shuo said this

Go to Tiger App to see more news

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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":3724,"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":[],"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":"China's new car-making forces fell lower in intraday sessions, and Li Auto fell 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, the concept stocks of new energy vehicles in China fell in the intraday session. As of press time,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Down nearly 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Oversold by 3%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>down 2.61%,<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>down 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>Today, Li Auto released its financial report, with revenue of 5.04 billion yuan in the second quarter of 2021, a year-on-year increase of 158.8%; The net loss in the second quarter was 235.5 million yuan, which increased year-on-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>China's new car-making forces fell lower in intraday sessions, and Li Auto fell 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\">\nChina's new car-making forces fell lower in intraday sessions, and Li Auto fell 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, the concept stocks of new energy vehicles in China fell in the intraday session. As of press time,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Down nearly 5%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Oversold by 3%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>down 2.61%,<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>down 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>Today, Li Auto released its financial report, with revenue of 5.04 billion yuan in the second quarter of 2021, a year-on-year increase of 158.8%; The net loss in the second quarter was 235.5 million yuan, which increased year-on-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":841,"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":[],"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":"The market value of \"Jiangmao\" Haitian Flavor Industry was nearly halved during the 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 is not an exaggeration to say that this year's stock market is a \"nightmare\" for value investors. I don't know how my friends feel. Many people around my sister have begun to lie flat now.</p><p>Especially people who took a lot of value stocks at the beginning of the year,<a href=\"https://laohu8.com/S/601318\">Ping An of China</a>Vanke, Yili,<a href=\"https://laohu8.com/S/603288\">Haitian Flavor Industry</a>…It was a miserable mess.</p><p>Yesterday, Mi Mei noticed that there were six block transactions in Haitian flavor industry, with a total turnover of 812,700 shares and a turnover of 64,499,500 yuan.</p><p>According to further statistics, in the past three months, there have been 129 block transactions in this stock, with a total turnover of 2.392 billion yuan.</p><p>What's the situation, and is the time to bargain-hunting?</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 flavor industry, many honey friends may not know this name. Its history starts in 1955, when 25 ancient sauce gardens in Foshan were strategically merged and reorganized, and the newly established factory was named \"Haitian Soy Sauce Factory\".</p><p>In 1994, Haiti transformed from a state-owned enterprise to a municipal enterprise<a href=\"https://laohu8.com/S/QC7.SI\">the whole people</a>In 1995, it became a state-owned limited liability company-Foshan Haitian Seasoning Food Co., Ltd.</p><p>In November 2010, Haitian Seasoning Co., Ltd. was changed into a joint stock limited company.</p><p>On February 11th, 2014, Haiti was successfully listed on the main board of Shanghai Stock Exchange, with the stock name of Haitian Flavor Industry.</p><p><b>In the past few years, the title of \"sauce mao\" in Haitian flavor industry is well deserved.</b>According to public reports, the stock price of Haitian Flavor Industry has increased by as much as 13 times in the past seven years, and the highest market value is about 708.2 billion.</p><p>However, this year, this white horse seems to have a \"dying\" situation.</p><p><img src=\"https://static.tigerbbs.com/2faa47619cb9324c533fc81d98383050\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p>Let's take a look at the stock price trend of Haitian Flavor Industry in the past year. As shown in the figure below, the highest point was in January this year, when the share price of Haitian Flavor Industry reached more than 160 pieces per share, and then went down in the shock. Until the end of August, it still maintained a price of more than 100 yuan.</p><p>On August 31st, the situation seemed not good again. On that day, the Haitian flavor industry directly fell to the limit, and continued to maintain a downward trend in the following trading days, falling one after another to more than 80 pieces today.</p><p>Today (September 16th), the stock price of Haitian Flavor Industry is opposite to the broader market trend, showing a sharp rise. Is this bottom out anymore?</p><p><b>02</b></p><p>If the decline in the first half of the year is related to the general sluggish state of value stocks and the return of market value, then the plunge at the end of August mainly has to be found from Haitian flavor industry itself.</p><p><b>The situation starts with the semi-annual report released by Haitian Flavor Industry on August 30th. Simply put, it was 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>According to the semi-annual report, in the first half of 2021, the revenue of Haitian Flavor Industry was 12.332 billion yuan, a year-on-year increase of 6.36%; Net profit attributable to the parent company was 3.353 billion yuan, a year-on-year increase of 3.07%, and net cash flow from operating activities dropped by 83.85%, from 1.570 billion yuan in the first half of 2020 to 254 million yuan in the first half of this year.</p><p>Particularly noteworthy is the second quarter.</p><p>From the category point of view, in the first half of the year, the revenue of soy sauce, sauce and oyster sauce in Haitian Flavor Industry still increased year-on-year, but the year-on-year growth rates of these three categories all decreased in the second quarter.</p><p>The year-on-year growth rates of the above three 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>Regionally, Haitian flavor industry is also going downhill in the second quarter. Revenue in the eastern, southern, central, northern and western regions decreased by 7.10%, 9.47%, 8.10%, 14.15% and 4.82% year-on-year, respectively.</p><p>In addition, because the price of raw materials such as soybeans rose in the first half of the year, the production cost became higher, which compressed the profit margin. In the first half of 2021, the gross profit margin and net profit margin of Haitian Flavor were 39.31% and 27.21%, respectively, representing a year-on-year decrease of 3.63 and 0.87 percentage points.</p><p><b>Based on this,<a href=\"https://laohu8.com/S/002926\">West China Securities</a>The institute downgraded Haitian Flavor to overweight from buy.</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>In addition to the cost increase that compresses the profit margin, Haitian Flavor Industry also has a \"competitor\" that is community group buying.</b></p><p>As a big boss of offline channels, shelves such as supermarkets in Haitian Flavor Industry are in good positions and have obvious advantages.</p><p>However, with the rise of community group buying, the sales impact of offline channels is also obvious. According to public data, in the second quarter, the offline channel revenue of Haitian Flavor Industry was 4.74 billion yuan, a year-on-year decrease of 10%.</p><p>On the other hand, because community group buying does not need to pay a large amount of barcode fee, which is equivalent to all brands at the same starting line, the traditional \"moat\" advantage of Haitian flavor industry is gone, which is actually detrimental to its sales growth.</p><p><b>How much room is there for growth in Haitian flavor industry in the future? From the aspect of channels, it mainly looks at the impact of community group buying on it, and the company's own</b>Coping strategies.</p><p>At present, Haitian Flavor Industry is promoting marketing transformation. On the one hand, it continues to strengthen its offline network. In the first half of the year, there were 356 new distributors, and at the same time, it accelerated the development of online business. In the second quarter, the online revenue was 250 million, a year-on-year increase of 14.4%, which is also okay.</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, whether we can further look for new performance growth points on the basis of stabilizing the basic plate of soy sauce.</b></p><p>In the past two years, Haitian flavor industry has made a lot of moves. In addition to several main products, it has successively laid out vinegar, chicken essence, monosodium glutamate, cooking wine and other subdivisions, and then successively launched hot pot base, edible oil, rice and other products. Nowadays, the product line is also very wide.</p><p>But as far as Honey Sister is concerned, consumers are more willing to pay for his main product line, and the presence of sub-line products is not high. This can also be seen from the data. According to the 2021 semi-annual report, excluding soy sauce, oyster sauce and sauce, the revenue of \"other\" products of Haitian Flavor Industry is 1.125 billion, accounting for 9.13% of the revenue, and the revenue proportion is the lowest among all items.</p><p>Therefore, it is still unclear whether there will be a big breakthrough in the new growth point.</p><p><b>Finally, buying a stock, in addition to the fundamentals and trends, more important is the price.</b></p><p>After 2020, the P/E of Haitian flavor industry will exceed 100 times at its highest. Although it has dropped to about 56 times, it is still higher than the average value in the food and beverage industry. The price-to-sales ratio is currently more than 16 times, which is also higher than the industry average of less than 15 times.</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 Flavor Industry has increased from more than 40,000 to more than 160,000 at the end of the half of 2021, an increase of three times. What is this concept?</p><p>In the six years from its listing in 2014 to 2020, the number of shareholders of Haitian Flavor Industry only increased from about 24,000 to about 48,000. That is to say, in the past year, the number of shareholders increased by Haitian Flavor Industry far exceeds the sum of the increase in the past six years.</p><p>This means the entry of a large number of retail investors and the reduction of institutional holdings. What's this signal?</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>The market value of \"Jiangmao\" Haitian Flavor Industry was nearly halved during the 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\">\nThe market value of \"Jiangmao\" Haitian Flavor Industry was nearly halved during the 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 is not an exaggeration to say that this year's stock market is a \"nightmare\" for value investors. I don't know how my friends feel. Many people around my sister have begun to lie flat now.</p><p>Especially people who took a lot of value stocks at the beginning of the year,<a href=\"https://laohu8.com/S/601318\">Ping An of China</a>Vanke, Yili,<a href=\"https://laohu8.com/S/603288\">Haitian Flavor Industry</a>…It was a miserable mess.</p><p>Yesterday, Mi Mei noticed that there were six block transactions in Haitian flavor industry, with a total turnover of 812,700 shares and a turnover of 64,499,500 yuan.</p><p>According to further statistics, in the past three months, there have been 129 block transactions in this stock, with a total turnover of 2.392 billion yuan.</p><p>What's the situation, and is the time to bargain-hunting?</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 flavor industry, many honey friends may not know this name. Its history starts in 1955, when 25 ancient sauce gardens in Foshan were strategically merged and reorganized, and the newly established factory was named \"Haitian Soy Sauce Factory\".</p><p>In 1994, Haiti transformed from a state-owned enterprise to a municipal enterprise<a href=\"https://laohu8.com/S/QC7.SI\">the whole people</a>In 1995, it became a state-owned limited liability company-Foshan Haitian Seasoning Food Co., Ltd.</p><p>In November 2010, Haitian Seasoning Co., Ltd. was changed into a joint stock limited company.</p><p>On February 11th, 2014, Haiti was successfully listed on the main board of Shanghai Stock Exchange, with the stock name of Haitian Flavor Industry.</p><p><b>In the past few years, the title of \"sauce mao\" in Haitian flavor industry is well deserved.</b>According to public reports, the stock price of Haitian Flavor Industry has increased by as much as 13 times in the past seven years, and the highest market value is about 708.2 billion.</p><p>However, this year, this white horse seems to have a \"dying\" situation.</p><p><img src=\"https://static.tigerbbs.com/2faa47619cb9324c533fc81d98383050\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p>Let's take a look at the stock price trend of Haitian Flavor Industry in the past year. As shown in the figure below, the highest point was in January this year, when the share price of Haitian Flavor Industry reached more than 160 pieces per share, and then went down in the shock. Until the end of August, it still maintained a price of more than 100 yuan.</p><p>On August 31st, the situation seemed not good again. On that day, the Haitian flavor industry directly fell to the limit, and continued to maintain a downward trend in the following trading days, falling one after another to more than 80 pieces today.</p><p>Today (September 16th), the stock price of Haitian Flavor Industry is opposite to the broader market trend, showing a sharp rise. Is this bottom out anymore?</p><p><b>02</b></p><p>If the decline in the first half of the year is related to the general sluggish state of value stocks and the return of market value, then the plunge at the end of August mainly has to be found from Haitian flavor industry itself.</p><p><b>The situation starts with the semi-annual report released by Haitian Flavor Industry on August 30th. Simply put, it was 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>According to the semi-annual report, in the first half of 2021, the revenue of Haitian Flavor Industry was 12.332 billion yuan, a year-on-year increase of 6.36%; Net profit attributable to the parent company was 3.353 billion yuan, a year-on-year increase of 3.07%, and net cash flow from operating activities dropped by 83.85%, from 1.570 billion yuan in the first half of 2020 to 254 million yuan in the first half of this year.</p><p>Particularly noteworthy is the second quarter.</p><p>From the category point of view, in the first half of the year, the revenue of soy sauce, sauce and oyster sauce in Haitian Flavor Industry still increased year-on-year, but the year-on-year growth rates of these three categories all decreased in the second quarter.</p><p>The year-on-year growth rates of the above three 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>Regionally, Haitian flavor industry is also going downhill in the second quarter. Revenue in the eastern, southern, central, northern and western regions decreased by 7.10%, 9.47%, 8.10%, 14.15% and 4.82% year-on-year, respectively.</p><p>In addition, because the price of raw materials such as soybeans rose in the first half of the year, the production cost became higher, which compressed the profit margin. In the first half of 2021, the gross profit margin and net profit margin of Haitian Flavor were 39.31% and 27.21%, respectively, representing a year-on-year decrease of 3.63 and 0.87 percentage points.</p><p><b>Based on this,<a href=\"https://laohu8.com/S/002926\">West China Securities</a>The institute downgraded Haitian Flavor to overweight from buy.</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>In addition to the cost increase that compresses the profit margin, Haitian Flavor Industry also has a \"competitor\" that is community group buying.</b></p><p>As a big boss of offline channels, shelves such as supermarkets in Haitian Flavor Industry are in good positions and have obvious advantages.</p><p>However, with the rise of community group buying, the sales impact of offline channels is also obvious. According to public data, in the second quarter, the offline channel revenue of Haitian Flavor Industry was 4.74 billion yuan, a year-on-year decrease of 10%.</p><p>On the other hand, because community group buying does not need to pay a large amount of barcode fee, which is equivalent to all brands at the same starting line, the traditional \"moat\" advantage of Haitian flavor industry is gone, which is actually detrimental to its sales growth.</p><p><b>How much room is there for growth in Haitian flavor industry in the future? From the aspect of channels, it mainly looks at the impact of community group buying on it, and the company's own</b>Coping strategies.</p><p>At present, Haitian Flavor Industry is promoting marketing transformation. On the one hand, it continues to strengthen its offline network. In the first half of the year, there were 356 new distributors, and at the same time, it accelerated the development of online business. In the second quarter, the online revenue was 250 million, a year-on-year increase of 14.4%, which is also okay.</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, whether we can further look for new performance growth points on the basis of stabilizing the basic plate of soy sauce.</b></p><p>In the past two years, Haitian flavor industry has made a lot of moves. In addition to several main products, it has successively laid out vinegar, chicken essence, monosodium glutamate, cooking wine and other subdivisions, and then successively launched hot pot base, edible oil, rice and other products. Nowadays, the product line is also very wide.</p><p>But as far as Honey Sister is concerned, consumers are more willing to pay for his main product line, and the presence of sub-line products is not high. This can also be seen from the data. According to the 2021 semi-annual report, excluding soy sauce, oyster sauce and sauce, the revenue of \"other\" products of Haitian Flavor Industry is 1.125 billion, accounting for 9.13% of the revenue, and the revenue proportion is the lowest among all items.</p><p>Therefore, it is still unclear whether there will be a big breakthrough in the new growth point.</p><p><b>Finally, buying a stock, in addition to the fundamentals and trends, more important is the price.</b></p><p>After 2020, the P/E of Haitian flavor industry will exceed 100 times at its highest. Although it has dropped to about 56 times, it is still higher than the average value in the food and beverage industry. The price-to-sales ratio is currently more than 16 times, which is also higher than the industry average of less than 15 times.</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 Flavor Industry has increased from more than 40,000 to more than 160,000 at the end of the half of 2021, an increase of three times. What is this concept?</p><p>In the six years from its listing in 2014 to 2020, the number of shareholders of Haitian Flavor Industry only increased from about 24,000 to about 48,000. That is to say, in the past year, the number of shareholders increased by Haitian Flavor Industry far exceeds the sum of the increase in the past six years.</p><p>This means the entry of a large number of retail investors and the reduction of institutional holdings. What's this signal?</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":819,"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":[],"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":"The financial report was recognized, and Tencent ADR rapidly rose by nearly 5%","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>Intraday Wednesday,<a href=\"https://laohu8.com/S/TCEHY\">Tencent Holdings ADR</a>It has risen rapidly, and now it has risen by nearly 5%. The share price is reported at $57.78, and the turnover exceeds $100 million. According to the financial report released today, Tencent's revenue in the second quarter was 138.259 billion yuan, a year-on-year increase of 20%. Net profit in the second quarter was 42.6 billion yuan, up 29% year-on-year.</p><p>[Details]<a href=\"https://laohu8.com/NW/1183521984\" target=\"_blank\">Tencent's financial report exceeded expectations and disclosed the proportion of primary school students' game flow for the first time</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>The financial report was recognized, and Tencent ADR rapidly rose by 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\">\nThe financial report was recognized, and Tencent ADR rapidly rose by 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\">2021-08-18 22:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Intraday Wednesday,<a href=\"https://laohu8.com/S/TCEHY\">Tencent Holdings ADR</a>It has risen rapidly, and now it has risen by nearly 5%. The share price is reported at $57.78, and the turnover exceeds $100 million. According to the financial report released today, Tencent's revenue in the second quarter was 138.259 billion yuan, a year-on-year increase of 20%. Net profit in the second quarter was 42.6 billion yuan, up 29% year-on-year.</p><p>[Details]<a href=\"https://laohu8.com/NW/1183521984\" target=\"_blank\">Tencent's financial report exceeded expectations and disclosed the proportion of primary school students' game flow for the first time</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":1159,"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":[],"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 Great Ebb: Can Plunging Shells Still Go Shore?","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\">Shell</a>Standing on the edge of a cliff, the share price once fell below the offering price.</p><p>Chinese stocks plummeted, affecting shells. At the close of trading on August 5th, Eastern Time, the shell fell below the issue price to 19.81 USD per share, with a market value of 23.6 billion USD (about 152.539 billion RMB). Compared with its listing in August last year, the market value shrank by more than half.</p><p>It is not unreasonable that the shell has been affected this time. All along, there have been constant voices questioning the monopoly of this real estate agency \"Big Mac\".</p><p>Remediation came soon. On July 23rd, 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 continuous rectification and standardization of the order of the real estate market.</p><p>The situation suddenly changed, and the intermediaries of Gaoge Kaijin faced strong rectification. Zuo Hui, the founder of Shell, has passed away. Can the Shell led by the successor get out of hesitation?</p><p><img src=\"https://static.tigerbbs.com/4ee4a6f1c40c1e7f49292c6ff0039d5b\" tg-width=\"1000\" tg-height=\"750\" referrerpolicy=\"no-referrer\">Photo by Sister Morse of a Shell Signing Service Center in Yubei, Chongqing</p><p>Shell Story</p><p>Shell, the largest real estate trading platform in China, has mixed reviews in the industry.</p><p>In 2001, Zuo Hui founded Chain Home, honestly doing the intermediary business of matching real estate transactions, and embracing the Internet from time to time to prevent being photographed on the beach.</p><p>Looking back on the development history of this company, under the leadership of Zuo Hui, Chain Home has successively merged 11 real estate agencies in different ways in first-and second-tier developed cities such as Chengdu, Shanghai, Beijing, Shenzhen and Hangzhou, including Yicheng, Deyou, Yijia, Zhonglian, Beijing Gaoce, Shengshi Guanjia, Daxingye, Furui Real Estate, Mantanghong, Haomongjiao and Yuansheng Real Estate.</p><p><img src=\"https://static.tigerbbs.com/5247820fa7ed73839a30febdeafe6100\" tg-width=\"1000\" tg-height=\"578\" referrerpolicy=\"no-referrer\">The development of shells, drawing by Sister Morse</p><p>This is not enough. Zuo Hui took Peng Yongdong (now the chairman and CEO of Shell Housing) as the pioneer to expand its territory on the Internet. In April 2018, amid doubts, Shell House Search went online, and it was positioned as an open industry platform. In fact, Peng Yongdong also has questions in his heart. After all, he already has a chain home network. Will it be \"a waste of money\" to do the shells that were shelved in 2014?</p><p>In fact, the essential difference is that the traditional intermediary of Chain Home is not good at telling stories in the capital market, while the story of Shell, which is the main Internet technology platform, is more attractive. Shell is actually a means to relieve the listing dilemma of Chain Home.</p><p>Shell's development platform is reflected in the rapid expansion and cooperation of offline stores and intermediaries through ACN network (note: broker collaboration network).</p><p>Intermediary brands settled in the shell platform can obtain more houses and potential customers through shared resources, and promote commercial housing transactions. After the transaction, according to the current ACN network rules, the shell platform and the brand will deduct the performance commission of the store transaction according to a certain proportion, and the remaining part will be shared by the stores, transaction brokers, housing entrants, maintainers, recommenders, financial consultants and other roles.</p><p>In a transaction, more than 10 people may participate, which is the finishing touch of Shell.</p><p>On the road of expansion, Shell increased its chips in the field of second-hand housing, obtained cooperative brands to join by making profits, and exchanged the decline of commission rate for the increase of overall market share. Its overall GTV increased from 0.7 trillion yuan in 2017 to 1.9 trillion yuan in 2020, the commission rate decreased from 2.5% to 1.6%, and the overall market share increased from 12.3% to 26.2%.</p><p>Through this model, each participant gets a share of the transaction and fattens the volume of the shell.</p><p>Shell's prospectus shows that Shell has become the second largest commercial platform in China 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\">Jingdong</a>, Ctrip, etc.</p><p>As the leading real estate intermediary, as of the disclosure of the 2020 annual report, Shell has 47,000 offline stores, 493,100 intermediaries and 9.11 million online VR houses.</p><p>Among them, Shell has two large-scale entities, one is 80% of the direct chain family, and the other is 20% of 21st century real estate and other cooperative franchise brands.</p><p>In an intermediary industry without technical content, scale alone is not enough. Therefore, in order to compete against competitors, Shell implements the standardization of three elements of housing data, services and brokers, and strengthens the moat, which is also an important foundation for its uniqueness in the industry.</p><p>Especially in terms of housing data, Shell relies on the collection of housing information and the construction of a \"real estate dictionary\" implemented by Chain Home since 2009 to open the verification of real housing. As of the end of the first quarter of 2020, the \"Real Estate Dictionary\" had 226 million real house information. With a huge market scale, blessing real housing is a competitive barrier that is difficult to match by outside peers.</p><p>Shell's ACN broker cooperation network mode and the concept of \"Real Estate Dictionary\", a big database of housing information, have attracted the interest of overseas investors.</p><p>On August 13, 2020, Shell successfully launched an IPO, raising more than US$2 billion, an increase of more than 80% on that day, and its market value reached more than 290 billion yuan. At that time, the market value of shells was equivalent to 1.5<a href=\"https://laohu8.com/S/02007\">Country Garden</a>2 Sunac.</p><p>Under the influence of the huge transaction data of stock housing business (second-hand housing intermediary and leasing intermediary business) and new housing business, Shell's total transaction volume in 2020 was 3.5 trillion yuan, revenue was 70.5 billion yuan, and net profit was 2.78 billion yuan.</p><p>\"Monopoly\" Question</p><p>Too big to fail is usually people's question of the disorderly expansion of capital and the monopoly of everything. Today, the shell, which has become the \"target of public criticism\", also faces this problem.</p><p>After Shell became a platform, it jumped to a higher level, and its profit model was upgraded from doing it yourself to letting other companies work for it. It is understandable that the settled intermediary is drawn a commission. If any platform adopts strong control for a long time to squeeze it, it will inevitably cause a rebound.</p><p>To what extent is strong control? After settling in, you can't join other platforms, and under the income sharing mode, the settled intermediary needs to hand over the core secrets such as personnel and financial rights to the shell.</p><p>Based on a set of assessment criteria, intermediaries are classified into four grades: A, B, C and D. Each level has different permissions. C-level and D-level stores have relatively few permissions to view customers and houses. Brokers will also be divided into different levels, and their exposure will also be different.</p><p>This strong control of shells has made intermediaries in the industry (including both those who have not settled in shells and those who have already settled in shells) complain, and there have been many boycotts.</p><p>Two of them have been criticized:</p><p><ul><li>As a self-operated project of Shell, Chain Home is believed to have received more resource tilt and platform exposure, which has been criticized for \"both making rules and playing, and being both a referee and an athlete\";</p><p></li></ul><ul><li>Shells are in an absolute leading position in the industry, which can easily lead to the overhead brand of cooperative intermediaries, the loss of teams, the handover of commercial secrets such as houses and customers, and the commission can only be left to the mercy of shells.</p><p></li></ul>In fact, developers are not very happy either.</p><p>In the field of new houses, the A-level and B-level cooperation of shells implements exclusive distribution of \"with me without him, with him without me\", that is, housing enterprises can't choose other channel providers if they choose shells; Only in C-level cooperation can housing enterprises cooperate with other channel providers at the same time.</p><p>How high is the status of shells? \"It is really simple to be a real estate executive now. Either come up with a tried-and-true killer to cut prices; Or persuade the boss to buy shells.\" An industry insider said distressed.</p><p>Shell controls the right to speak, and the pricing power of profit sharing is also in its hands. Shell new house commission rate increased from 2.54% in 2017 to 2.74% in 2020. Under the high commission, the total transaction volume of shell new house business increased from 252.6 billion yuan to 1.4 trillion yuan. When it is high, shell commission is equivalent to cosmic housing enterprises<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>(03333.HK) net profit margin of 6% in 2020.</p><p>Shell stands at the top of real estate profit sharing, even overwhelming the always strong developers. Some people quit, Evergrande took the lead in offering RV treasure to compete, and other housing enterprises also began to build their own marketing channels.</p><p>Shell's jealous dividends and crushing competition make other Internet peers feel uncomfortable.</p><p>On April 10 this year,<a href=\"https://laohu8.com/S/WUBA\">58INTERCITY</a>CEO Yao Jinbo angrily posted this<a href=\"https://laohu8.com/S/WB\">Weibo</a>: \"In the field of real estate transactions, there is a more blatant choice of two packages as voluntary, and we strongly call on the state to antitrust and fine shells 4 billion yuan for finding houses.\"</p><p>Since 2019, Jinhua, Shaoxing,<a href=\"https://laohu8.com/S/N4E.SI\">Nanchang</a>In many places, there have been \"anti-shell alliances\" in which real estate agents boycott shells. Earlier, it was Yao Jinbo who was \"anti-shell\". In June 2018, 58.com United<a href=\"https://laohu8.com/S/000560\">I love my family</a>Centaline Real Estate, 21st Century Real Estate and other housing agencies have set up the \"Anti-Shell Alliance\".</p><p>With the expansion of Shell, Shell has infinite possibilities in data application, and this infinite possibility hides the danger of stepping on antitrust.</p><p>Once the shell becomes a \"channel terminator\", all customers have to be obtained through the shell. With this, Shell has mastered a more real transaction situation in the real estate market.</p><p>Compared with the online signing data, and the price and transaction volume of new houses are easily affected by the supply and location, the second-hand housing market is a freer market, and its transaction situation often better reflects the actual temperature of the urban real estate market.</p><p>Therefore, the future application scenarios of the database built by Shell have a lot of imagination, including but not limited to the basis of government policy formulation, the basis of housing market investment and the basis of investment institutions.</p><p>The tide is low</p><p>Shells criticized for being suspected of monopoly may feel innocent.</p><p>Shell has developed rapidly in recent years and has become a well-deserved industry leader.</p><p>Zuo Hui, who once suffered from black intermediaries, said before his death, \"I am a long-term person. I don't care about short-term interests, and I am more willing to do that difficult but correct thing.\" It was under the guidance of this idealistic plot that Shell did fight out a bloody path.</p><p>In recent years, relevant departments have put forward \"strengthening anti-monopoly and preventing disorderly capital expansion\" three times in a row. This makes many industry giants suspected of monopoly tremble,</p><p>In the second-hand housing market, Chain Home, the predecessor of Shell, had a precedent of being investigated and punished for suspected monopoly.</p><p>The predecessor of Shell Chain Home invented the \"exclusive housing entrustment\" trading mode, and paid a price for it. In 2016, Chain Home was investigated and punished for suspected monopoly in first-tier cities such as Beijing and Shanghai.</p><p>Antitrust action in property transactions is ramping up. Previously, the administrative guidance meeting of Internet platform enterprises led by relevant departments, among the 34 Internet enterprises participating in the meeting, in addition to<a href=\"https://laohu8.com/S/00700\">Tencent</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Wait for giants, and shells to find houses.</p><p>Since July, efforts to rectify the chaos of real estate transactions have continued to increase. Everyone is waiting to see. Who will be the leading bird to be beaten?</p><p>Under the background of \"the higher the house price, the higher the house turnover, and the more commission the intermediary will pay\", the existing business behaviors and marketing methods of real estate intermediaries have become one of the important accelerators for the rise of house prices. It is not new that some intermediaries are involved in promoting the enthusiasm of real estate speculation.</p><p>In the recently reported \"Shen Fang Li\" incident, 44 intermediaries were included in the \"blacklist\" for providing convenience for illegal real estate speculation.</p><p>Since 2021, Shell Housing Search has successively raised its agency fees in some key cities in China, including Shanghai, Shenzhen, Guangzhou, Chengdu, Zhengzhou, Chongqing and other places, from 2% in the past to 3%, of which buyers bear 2% and sellers bear 1% (0% in the past). Wool comes from sheep, and the price of second-hand houses is naturally affected.</p><p>For the intermediary, although the commission can improve the profit of the intermediary, it will also have other negative effects. In December 2014, the competent price department of Tianjin fined a total of 5.31 million yuan for the price conspiracy of I Love My Home, Chain Home Real Estate and Zhongyuan Real Estate to raise the intermediary fee at the same time.</p><p>Under the increasing regulatory pressure, the second-hand housing market business is becoming more and more difficult to do.</p><p>According to the latest data of agency statistics, the transaction volume of second-hand houses in 10 major cities across the country fell by 30% in July, which is far higher than that of new houses.</p><p>Shell went online in April 2018; Aug 13, 2020 Shell listed on Nasdaq; In the Fortune China 500 list released in July 2021, Shell ranked 164th.</p><p>Undoubtedly, the shells of the past have caught up with good times, and the shells of the future should get used to the ebb and flow. Xu Jiaying once sang in the song \"Shell\": \"I am a shell, and I can't advance or retreat between the sea and the sand. The sand's heart can't guess, and the sea still waits without 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 Great Ebb: Can Plunging Shells Still Go Shore?</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 Great Ebb: Can Plunging Shells Still Go Shore?\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\">Shell</a>Standing on the edge of a cliff, the share price once fell below the offering price.</p><p>Chinese stocks plummeted, affecting shells. At the close of trading on August 5th, Eastern Time, the shell fell below the issue price to 19.81 USD per share, with a market value of 23.6 billion USD (about 152.539 billion RMB). Compared with its listing in August last year, the market value shrank by more than half.</p><p>It is not unreasonable that the shell has been affected this time. All along, there have been constant voices questioning the monopoly of this real estate agency \"Big Mac\".</p><p>Remediation came soon. On July 23rd, 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 continuous rectification and standardization of the order of the real estate market.</p><p>The situation suddenly changed, and the intermediaries of Gaoge Kaijin faced strong rectification. Zuo Hui, the founder of Shell, has passed away. Can the Shell led by the successor get out of hesitation?</p><p><img src=\"https://static.tigerbbs.com/4ee4a6f1c40c1e7f49292c6ff0039d5b\" tg-width=\"1000\" tg-height=\"750\" referrerpolicy=\"no-referrer\">Photo by Sister Morse of a Shell Signing Service Center in Yubei, Chongqing</p><p>Shell Story</p><p>Shell, the largest real estate trading platform in China, has mixed reviews in the industry.</p><p>In 2001, Zuo Hui founded Chain Home, honestly doing the intermediary business of matching real estate transactions, and embracing the Internet from time to time to prevent being photographed on the beach.</p><p>Looking back on the development history of this company, under the leadership of Zuo Hui, Chain Home has successively merged 11 real estate agencies in different ways in first-and second-tier developed cities such as Chengdu, Shanghai, Beijing, Shenzhen and Hangzhou, including Yicheng, Deyou, Yijia, Zhonglian, Beijing Gaoce, Shengshi Guanjia, Daxingye, Furui Real Estate, Mantanghong, Haomongjiao and Yuansheng Real Estate.</p><p><img src=\"https://static.tigerbbs.com/5247820fa7ed73839a30febdeafe6100\" tg-width=\"1000\" tg-height=\"578\" referrerpolicy=\"no-referrer\">The development of shells, drawing by Sister Morse</p><p>This is not enough. Zuo Hui took Peng Yongdong (now the chairman and CEO of Shell Housing) as the pioneer to expand its territory on the Internet. In April 2018, amid doubts, Shell House Search went online, and it was positioned as an open industry platform. In fact, Peng Yongdong also has questions in his heart. After all, he already has a chain home network. Will it be \"a waste of money\" to do the shells that were shelved in 2014?</p><p>In fact, the essential difference is that the traditional intermediary of Chain Home is not good at telling stories in the capital market, while the story of Shell, which is the main Internet technology platform, is more attractive. Shell is actually a means to relieve the listing dilemma of Chain Home.</p><p>Shell's development platform is reflected in the rapid expansion and cooperation of offline stores and intermediaries through ACN network (note: broker collaboration network).</p><p>Intermediary brands settled in the shell platform can obtain more houses and potential customers through shared resources, and promote commercial housing transactions. After the transaction, according to the current ACN network rules, the shell platform and the brand will deduct the performance commission of the store transaction according to a certain proportion, and the remaining part will be shared by the stores, transaction brokers, housing entrants, maintainers, recommenders, financial consultants and other roles.</p><p>In a transaction, more than 10 people may participate, which is the finishing touch of Shell.</p><p>On the road of expansion, Shell increased its chips in the field of second-hand housing, obtained cooperative brands to join by making profits, and exchanged the decline of commission rate for the increase of overall market share. Its overall GTV increased from 0.7 trillion yuan in 2017 to 1.9 trillion yuan in 2020, the commission rate decreased from 2.5% to 1.6%, and the overall market share increased from 12.3% to 26.2%.</p><p>Through this model, each participant gets a share of the transaction and fattens the volume of the shell.</p><p>Shell's prospectus shows that Shell has become the second largest commercial platform in China 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\">Jingdong</a>, Ctrip, etc.</p><p>As the leading real estate intermediary, as of the disclosure of the 2020 annual report, Shell has 47,000 offline stores, 493,100 intermediaries and 9.11 million online VR houses.</p><p>Among them, Shell has two large-scale entities, one is 80% of the direct chain family, and the other is 20% of 21st century real estate and other cooperative franchise brands.</p><p>In an intermediary industry without technical content, scale alone is not enough. Therefore, in order to compete against competitors, Shell implements the standardization of three elements of housing data, services and brokers, and strengthens the moat, which is also an important foundation for its uniqueness in the industry.</p><p>Especially in terms of housing data, Shell relies on the collection of housing information and the construction of a \"real estate dictionary\" implemented by Chain Home since 2009 to open the verification of real housing. As of the end of the first quarter of 2020, the \"Real Estate Dictionary\" had 226 million real house information. With a huge market scale, blessing real housing is a competitive barrier that is difficult to match by outside peers.</p><p>Shell's ACN broker cooperation network mode and the concept of \"Real Estate Dictionary\", a big database of housing information, have attracted the interest of overseas investors.</p><p>On August 13, 2020, Shell successfully launched an IPO, raising more than US$2 billion, an increase of more than 80% on that day, and its market value reached more than 290 billion yuan. At that time, the market value of shells was equivalent to 1.5<a href=\"https://laohu8.com/S/02007\">Country Garden</a>2 Sunac.</p><p>Under the influence of the huge transaction data of stock housing business (second-hand housing intermediary and leasing intermediary business) and new housing business, Shell's total transaction volume in 2020 was 3.5 trillion yuan, revenue was 70.5 billion yuan, and net profit was 2.78 billion yuan.</p><p>\"Monopoly\" Question</p><p>Too big to fail is usually people's question of the disorderly expansion of capital and the monopoly of everything. Today, the shell, which has become the \"target of public criticism\", also faces this problem.</p><p>After Shell became a platform, it jumped to a higher level, and its profit model was upgraded from doing it yourself to letting other companies work for it. It is understandable that the settled intermediary is drawn a commission. If any platform adopts strong control for a long time to squeeze it, it will inevitably cause a rebound.</p><p>To what extent is strong control? After settling in, you can't join other platforms, and under the income sharing mode, the settled intermediary needs to hand over the core secrets such as personnel and financial rights to the shell.</p><p>Based on a set of assessment criteria, intermediaries are classified into four grades: A, B, C and D. Each level has different permissions. C-level and D-level stores have relatively few permissions to view customers and houses. Brokers will also be divided into different levels, and their exposure will also be different.</p><p>This strong control of shells has made intermediaries in the industry (including both those who have not settled in shells and those who have already settled in shells) complain, and there have been many boycotts.</p><p>Two of them have been criticized:</p><p><ul><li>As a self-operated project of Shell, Chain Home is believed to have received more resource tilt and platform exposure, which has been criticized for \"both making rules and playing, and being both a referee and an athlete\";</p><p></li></ul><ul><li>Shells are in an absolute leading position in the industry, which can easily lead to the overhead brand of cooperative intermediaries, the loss of teams, the handover of commercial secrets such as houses and customers, and the commission can only be left to the mercy of shells.</p><p></li></ul>In fact, developers are not very happy either.</p><p>In the field of new houses, the A-level and B-level cooperation of shells implements exclusive distribution of \"with me without him, with him without me\", that is, housing enterprises can't choose other channel providers if they choose shells; Only in C-level cooperation can housing enterprises cooperate with other channel providers at the same time.</p><p>How high is the status of shells? \"It is really simple to be a real estate executive now. Either come up with a tried-and-true killer to cut prices; Or persuade the boss to buy shells.\" An industry insider said distressed.</p><p>Shell controls the right to speak, and the pricing power of profit sharing is also in its hands. Shell new house commission rate increased from 2.54% in 2017 to 2.74% in 2020. Under the high commission, the total transaction volume of shell new house business increased from 252.6 billion yuan to 1.4 trillion yuan. When it is high, shell commission is equivalent to cosmic housing enterprises<a href=\"https://laohu8.com/S/03333\">China Evergrande</a>(03333.HK) net profit margin of 6% in 2020.</p><p>Shell stands at the top of real estate profit sharing, even overwhelming the always strong developers. Some people quit, Evergrande took the lead in offering RV treasure to compete, and other housing enterprises also began to build their own marketing channels.</p><p>Shell's jealous dividends and crushing competition make other Internet peers feel uncomfortable.</p><p>On April 10 this year,<a href=\"https://laohu8.com/S/WUBA\">58INTERCITY</a>CEO Yao Jinbo angrily posted this<a href=\"https://laohu8.com/S/WB\">Weibo</a>: \"In the field of real estate transactions, there is a more blatant choice of two packages as voluntary, and we strongly call on the state to antitrust and fine shells 4 billion yuan for finding houses.\"</p><p>Since 2019, Jinhua, Shaoxing,<a href=\"https://laohu8.com/S/N4E.SI\">Nanchang</a>In many places, there have been \"anti-shell alliances\" in which real estate agents boycott shells. Earlier, it was Yao Jinbo who was \"anti-shell\". In June 2018, 58.com United<a href=\"https://laohu8.com/S/000560\">I love my family</a>Centaline Real Estate, 21st Century Real Estate and other housing agencies have set up the \"Anti-Shell Alliance\".</p><p>With the expansion of Shell, Shell has infinite possibilities in data application, and this infinite possibility hides the danger of stepping on antitrust.</p><p>Once the shell becomes a \"channel terminator\", all customers have to be obtained through the shell. With this, Shell has mastered a more real transaction situation in the real estate market.</p><p>Compared with the online signing data, and the price and transaction volume of new houses are easily affected by the supply and location, the second-hand housing market is a freer market, and its transaction situation often better reflects the actual temperature of the urban real estate market.</p><p>Therefore, the future application scenarios of the database built by Shell have a lot of imagination, including but not limited to the basis of government policy formulation, the basis of housing market investment and the basis of investment institutions.</p><p>The tide is low</p><p>Shells criticized for being suspected of monopoly may feel innocent.</p><p>Shell has developed rapidly in recent years and has become a well-deserved industry leader.</p><p>Zuo Hui, who once suffered from black intermediaries, said before his death, \"I am a long-term person. I don't care about short-term interests, and I am more willing to do that difficult but correct thing.\" It was under the guidance of this idealistic plot that Shell did fight out a bloody path.</p><p>In recent years, relevant departments have put forward \"strengthening anti-monopoly and preventing disorderly capital expansion\" three times in a row. This makes many industry giants suspected of monopoly tremble,</p><p>In the second-hand housing market, Chain Home, the predecessor of Shell, had a precedent of being investigated and punished for suspected monopoly.</p><p>The predecessor of Shell Chain Home invented the \"exclusive housing entrustment\" trading mode, and paid a price for it. In 2016, Chain Home was investigated and punished for suspected monopoly in first-tier cities such as Beijing and Shanghai.</p><p>Antitrust action in property transactions is ramping up. Previously, the administrative guidance meeting of Internet platform enterprises led by relevant departments, among the 34 Internet enterprises participating in the meeting, in addition to<a href=\"https://laohu8.com/S/00700\">Tencent</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Wait for giants, and shells to find houses.</p><p>Since July, efforts to rectify the chaos of real estate transactions have continued to increase. Everyone is waiting to see. Who will be the leading bird to be beaten?</p><p>Under the background of \"the higher the house price, the higher the house turnover, and the more commission the intermediary will pay\", the existing business behaviors and marketing methods of real estate intermediaries have become one of the important accelerators for the rise of house prices. It is not new that some intermediaries are involved in promoting the enthusiasm of real estate speculation.</p><p>In the recently reported \"Shen Fang Li\" incident, 44 intermediaries were included in the \"blacklist\" for providing convenience for illegal real estate speculation.</p><p>Since 2021, Shell Housing Search has successively raised its agency fees in some key cities in China, including Shanghai, Shenzhen, Guangzhou, Chengdu, Zhengzhou, Chongqing and other places, from 2% in the past to 3%, of which buyers bear 2% and sellers bear 1% (0% in the past). Wool comes from sheep, and the price of second-hand houses is naturally affected.</p><p>For the intermediary, although the commission can improve the profit of the intermediary, it will also have other negative effects. In December 2014, the competent price department of Tianjin fined a total of 5.31 million yuan for the price conspiracy of I Love My Home, Chain Home Real Estate and Zhongyuan Real Estate to raise the intermediary fee at the same time.</p><p>Under the increasing regulatory pressure, the second-hand housing market business is becoming more and more difficult to do.</p><p>According to the latest data of agency statistics, the transaction volume of second-hand houses in 10 major cities across the country fell by 30% in July, which is far higher than that of new houses.</p><p>Shell went online in April 2018; Aug 13, 2020 Shell listed on Nasdaq; In the Fortune China 500 list released in July 2021, Shell ranked 164th.</p><p>Undoubtedly, the shells of the past have caught up with good times, and the shells of the future should get used to the ebb and flow. Xu Jiaying once sang in the song \"Shell\": \"I am a shell, and I can't advance or retreat between the sea and the sand. The sand's heart can't guess, and the sea still waits without 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":1088,"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":[],"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":"hk","language":"zh","title":"Preview: Apple's new product launch conference is coming! XPeng P5 goes on sale 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>Events: Apple will hold its autumn conference, Huawei will hold its smart office new product conference, XPeng will hold its XPeng P5 super conference, etc. Easy to come to Hong Kong will be officially launched on Wednesday; And during the Mid-Autumn Festival, the trading of Hong Kong Stock Connect and Shanghai-Shenzhen Stock Connect was suspended. Data: The United States will release CPI, industrial output, retail sales and other data in August; China will release data on urban surveyed unemployment rate, real estate investment and social retail consumption in August. Financial reports: Oracle, JinkoSolar, etc. will announce financial reports. In terms of new shares: The US stock market will usher in many star IPOs.<b>Keywords on Monday: Huawei holds smart office new product launch conference, Oracle releases latest financial report</b></p><p><b>On Monday, Huawei will hold a new product launch conference for smart office</b>At that time, a number of blockbuster products will be released, including the release of a 14-inch large-screen mobile phone.</p><p>In addition, Tesla's Gigafactory near Berlin, Germany, has been blocked due to environmental problems, and was complained to the Environment Ministry of Brandenburg, Germany, by Grüne Liga Brandenburg and NABU, two major local environmental groups;<b>Brandenburg Environment Ministry will hold an online hearing on the construction of Tesla Gigafactory on September 13</b>。</p><p><b>In terms of financial report,<a href=\"https://laohu8.com/S/ORCL\">Oracle</a>Will report earnings.</b>Wall Street analysts expect Oracle to report earnings of $0.97 per share on revenue of $9.78 billion. This compares to Oracle's earnings of $0.93 per share on revenue of $9.37 billion in the fourth quarter of last year.</p><p><b>TuesdayKEYWORDS: U.S. August CPI year-over-year, U.S. largest gaming data provider Sportradar U.S. stock 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 the year-on-year CPI data in August.</b>The U.S. CPI rose 5.4% year-on-year in July, the same increase as in June. Whether the CPI in August can continue the moderate growth rate in July and achieve a further slowdown? Nomura and UBS have successively released reports, agreeing that the inflation rate may continue to decline in August, but at the same time, they also pointed out that there is a certain inflation risk.</p><p>According to Nomura's and UBS's explanations, lower prices for used cars, hotel accommodation and airline tickets will be the main reason for the CPI slowdown in August. Due to the shortage of semiconductor chips in the early stage and the shutdown of overseas factories, the supply of new cars in the United States was shortage, and consumers turned to the used car market, further contributing to the strengthening demand for used cars, thus pushing up their prices.</p><p><b>In terms of events,</b>Watch for SEC Chairman Gensler to testify before the Senate Banking Committee. Last month, Gensler sent a letter to Senator Warren asking for more authority to regulate digital asset trading. In this hearing, he is expected to have a lot of discussions on financial technology and digital assets.</p><p>In terms of financial report,<a href=\"https://laohu8.com/S/FCEL\">Fuel cell energy</a>Will report earnings.</p><p>In terms of IPO,<a href=\"https://laohu8.com/S/SRAD\">Sportradar Group AG</a>Is an online betting platform from Switzerland whose mission is to increase sports fan engagement worldwide through its fully integrated technology and service platform. In terms of finance, the company's revenue in 2020 was US$470 million, up 6.4% year-on-year; Net income of $17.32 million. The average annual growth rate is only about 10%, which is not a very eye-catching figure. However, the company is already in a profitable state, but its market value is 6 billion, which is slightly overvalued.</p><p><b>Wednesday Keywords: Come to Hong Kong easy official launch, Apple new product launch hit</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 such as urban surveyed unemployment rate, real estate investment and year-on-year changes in total social retail consumption in August.</p><p><b>In terms of events, the Hong Kong Easy Scheme will be officially launched on September 15</b>Non-Hong Kong residents living in Mainland China are exempted from the 14-day compulsory quarantine measures when arriving in Hong Kong except for those in medium and high risk areas. Carrie Lam revealed that under the Easy to Come to Hong Kong Scheme, a daily quota of 1,000 people will be introduced at Shenzhen Bay Port and Hong Kong-Zhuhai-Macao Bridge Port each, that is, there will be 2,000 people from the mainland coming to Hong Kong every day. It is expected to attract mainland tourists to Hong Kong for shopping and travel, which is a positive boost to local stocks in Hong Kong, especially retail stocks.</p><p>Individual stocks involved:<a href=\"https://laohu8.com/S/00178\">Salsa International</a>、<a href=\"https://laohu8.com/S/00116\">Chow Sang Sang</a>、<a href=\"https://laohu8.com/S/00590\">Luk Fook Group</a>、<a href=\"https://laohu8.com/S/01212\">Lifestyle International</a>and other retail stocks,<a href=\"https://laohu8.com/S/01997\">Wharf Property</a>、<a href=\"https://laohu8.com/S/00004\">The Wharf (Holdings)</a>、<a href=\"https://laohu8.com/S/00016\">SUN HUNG KAI PROPERTIES</a>、<a href=\"https://laohu8.com/S/01972\">Swire Properties</a>And other real estate stocks.</p><p><b>Apple will broadcast live online special events on official website at 1 am on September 15th, Beijing time</b>。 As is customary, the special event will unveil important products such as new iPhones and Apple Watches. According to the current supply chain breaking information, this conference is expected to launch iPhone13 series, Apple Watch Series 7 and AirPods 3. The newly released iPhone 13 series still has four models, namely iPhone 13/mini and iPhone 13 Pro/Max, which are consistent with the previous generation in product matrix.</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\">Gaowei Electronics</a>、<a href=\"https://laohu8.com/S/00285\">BYD Electronics</a>Etc.</p><p><b>XPeng Motors has officially announced that the XPeng P5 will go on sale on September 15.</b>The P5 is the third production model in XPeng after the G3, P7.</p><p><b>The 3rd World New Energy Vehicle Conference (WNEVC) will be held at Hainan International Convention and Exhibition Center on September 15-17, 2021</b>。 The three-day event includes 20 conferences and forums, technology exhibitions and many simultaneous activities. It is expected that more than 1,000 senior executives from government, industry, university and research in the field of new energy vehicles will gather in Hainan.</p><p>It is reported that the new energy vehicles and brands displayed on the spot include: Changan CS55 pure electric, Benben E-Star national version and Eado EV460; Volkswagen ID. Family; BMW iX3, BMW iX; SAIC's first R-Tech-based strategic product ES33, SAIC MG MG Cyberster, Nio ES6 and ES8, among others.</p><p>In addition, State Grid, CRRC Times Electric (03898.HK), Weipai Technology, Te Laidian (600089.SH), Jingjin Electric, etc. will display the latest batteries, charging and swapping, electric drives and other core components and technologies; A special chip area will be set up in the exhibition area. Infineon, Texas Instruments TI, Black Sesame Intelligent, Xinlineng, Suzhou Guoxin and Basic Semiconductor will display the latest automobile-grade chip technologies and products.</p><p><b>In terms of financial report,<a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>Earnings scheduled for Wednesday, Sept. 15 before market open</b>。 Analysts expect the company to post $0.23 EPS for the quarter.</p><p>Jinko Solar's most recent earnings report was on Thursday, June 24th. The semiconductor company reported $0.15 EPS for the quarter at the time, beating analysts' consensus estimates of (-$0.02) by $0.17. The company's revenue for the quarter was $1.21 billion, which was also higher than the previous collective market expectation of $1.18 billion. JinkoSolar has a net margin of 0.43% and a return on equity of 2.98%. Quarterly revenue increased 1.1% year over year. During the same period last year, the company earned $0.65 per share. Analysts, on average, expect JinkoSolar to earn $1 per share for the current fiscal year and $3 per share for the next fiscal year.</p><p>According to data from MarketBeat, JinkoSolar currently has a consensus rating of Hold and a price target of $34.75.</p><p>It is worth mentioning that a hedge fund recently increased its holdings in JinkoSolar. Wells Fargo heavily increased its stake in JinkoSolar by 375.1% in the second quarter, according to its latest Form 13F filed with the Securities and Exchange Commission (SEC).</p><p>In terms of IPO,<a href=\"https://laohu8.com/S/ONON\">On Holding AG</a>Is the owner of performance shoe manufacturer On Running, founded in 2010. The On run was founded by Olivier Bernhard, world triathlon champion, and two of his friends, Caspar Coppetti and David Allemann. Among the investors in the On Running footwear brand is tennis legend Roger Federer, who became a shareholder in 2019 and was involved in designing a shoe named after him launched last year.</p><p>In terms of finance, On Angpao's revenue scale growth rate ranks among the best 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 CHF 425.3 million, up 59.2% year-on-year, and its net loss was CHF 27.5 million; As of 2021H1, revenue was CHF 315.5 million and net income was CHF 3.8 million.</p><p><b>ThursdayKEYWORDS: U.S. retail sales, initial request</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 unemployment claims in the United States in the week of September 11th.</p><p>In terms of financial events, due to the Mid-Autumn Festival holiday, Hong Kong Stock Connect will be suspended from September 16th to 22nd.</p><p><b>FridayKEYWORDS: U.S. September University of Michigan Consumer Confidence Index, Alibaba Annual Shareholder Meeting</b><img src=\"https://static.tigerbbs.com/2697f5f523c70cb8281e4ad4f426467f\" tg-width=\"539\" tg-height=\"155\" referrerpolicy=\"no-referrer\">In terms of economic data,<b>Pay attention to the consumer confidence index of the University of Michigan in September,</b>The market expectation was 72, compared to the previous value of 70.3.</p><p>In terms of incidents, at 7 p.m. Beijing time,<b>Alibaba Holds Annual Shareholders' Meeting.</b></p><p>In addition, the U.S. Food and Drug Administration's (FDA) Advisory Committee on Vaccines and Related Biologics will meet on September 17, 2021 to discuss the issue of vaccination regarding additional COVID-19 vaccine booster shots. Meetings will be held from 8:30 a.m. to 3:45 p.m. EST. In early September, Moderna also submitted an application to the FDA for a COVID vaccine booster shot, slightly behind rival Pfizer. In addition, in the United States, the FDA has approved additional COVID-19 vaccine booster shots 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\">BioNTech</a>、<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>、<a href=\"https://laohu8.com/S/JNJ\">Johnson & 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 conference is coming! XPeng P5 goes on sale 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 conference is coming! XPeng P5 goes on sale 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>Events: Apple will hold its autumn conference, Huawei will hold its smart office new product conference, XPeng will hold its XPeng P5 super conference, etc. Easy to come to Hong Kong will be officially launched on Wednesday; And during the Mid-Autumn Festival, the trading of Hong Kong Stock Connect and Shanghai-Shenzhen Stock Connect was suspended. Data: The United States will release CPI, industrial output, retail sales and other data in August; China will release data on urban surveyed unemployment rate, real estate investment and social retail consumption in August. Financial reports: Oracle, JinkoSolar, etc. will announce financial reports. In terms of new shares: The US stock market will usher in many star IPOs.<b>Keywords on Monday: Huawei holds smart office new product launch conference, Oracle releases latest financial report</b></p><p><b>On Monday, Huawei will hold a new product launch conference for smart office</b>At that time, a number of blockbuster products will be released, including the release of a 14-inch large-screen mobile phone.</p><p>In addition, Tesla's Gigafactory near Berlin, Germany, has been blocked due to environmental problems, and was complained to the Environment Ministry of Brandenburg, Germany, by Grüne Liga Brandenburg and NABU, two major local environmental groups;<b>Brandenburg Environment Ministry will hold an online hearing on the construction of Tesla Gigafactory on September 13</b>。</p><p><b>In terms of financial report,<a href=\"https://laohu8.com/S/ORCL\">Oracle</a>Will report earnings.</b>Wall Street analysts expect Oracle to report earnings of $0.97 per share on revenue of $9.78 billion. This compares to Oracle's earnings of $0.93 per share on revenue of $9.37 billion in the fourth quarter of last year.</p><p><b>TuesdayKEYWORDS: U.S. August CPI year-over-year, U.S. largest gaming data provider Sportradar U.S. stock 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 the year-on-year CPI data in August.</b>The U.S. CPI rose 5.4% year-on-year in July, the same increase as in June. Whether the CPI in August can continue the moderate growth rate in July and achieve a further slowdown? Nomura and UBS have successively released reports, agreeing that the inflation rate may continue to decline in August, but at the same time, they also pointed out that there is a certain inflation risk.</p><p>According to Nomura's and UBS's explanations, lower prices for used cars, hotel accommodation and airline tickets will be the main reason for the CPI slowdown in August. Due to the shortage of semiconductor chips in the early stage and the shutdown of overseas factories, the supply of new cars in the United States was shortage, and consumers turned to the used car market, further contributing to the strengthening demand for used cars, thus pushing up their prices.</p><p><b>In terms of events,</b>Watch for SEC Chairman Gensler to testify before the Senate Banking Committee. Last month, Gensler sent a letter to Senator Warren asking for more authority to regulate digital asset trading. In this hearing, he is expected to have a lot of discussions on financial technology and digital assets.</p><p>In terms of financial report,<a href=\"https://laohu8.com/S/FCEL\">Fuel cell energy</a>Will report earnings.</p><p>In terms of IPO,<a href=\"https://laohu8.com/S/SRAD\">Sportradar Group AG</a>Is an online betting platform from Switzerland whose mission is to increase sports fan engagement worldwide through its fully integrated technology and service platform. In terms of finance, the company's revenue in 2020 was US$470 million, up 6.4% year-on-year; Net income of $17.32 million. The average annual growth rate is only about 10%, which is not a very eye-catching figure. However, the company is already in a profitable state, but its market value is 6 billion, which is slightly overvalued.</p><p><b>Wednesday Keywords: Come to Hong Kong easy official launch, Apple new product launch hit</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 such as urban surveyed unemployment rate, real estate investment and year-on-year changes in total social retail consumption in August.</p><p><b>In terms of events, the Hong Kong Easy Scheme will be officially launched on September 15</b>Non-Hong Kong residents living in Mainland China are exempted from the 14-day compulsory quarantine measures when arriving in Hong Kong except for those in medium and high risk areas. Carrie Lam revealed that under the Easy to Come to Hong Kong Scheme, a daily quota of 1,000 people will be introduced at Shenzhen Bay Port and Hong Kong-Zhuhai-Macao Bridge Port each, that is, there will be 2,000 people from the mainland coming to Hong Kong every day. It is expected to attract mainland tourists to Hong Kong for shopping and travel, which is a positive boost to local stocks in Hong Kong, especially retail stocks.</p><p>Individual stocks involved:<a href=\"https://laohu8.com/S/00178\">Salsa International</a>、<a href=\"https://laohu8.com/S/00116\">Chow Sang Sang</a>、<a href=\"https://laohu8.com/S/00590\">Luk Fook Group</a>、<a href=\"https://laohu8.com/S/01212\">Lifestyle International</a>and other retail stocks,<a href=\"https://laohu8.com/S/01997\">Wharf Property</a>、<a href=\"https://laohu8.com/S/00004\">The Wharf (Holdings)</a>、<a href=\"https://laohu8.com/S/00016\">SUN HUNG KAI PROPERTIES</a>、<a href=\"https://laohu8.com/S/01972\">Swire Properties</a>And other real estate stocks.</p><p><b>Apple will broadcast live online special events on official website at 1 am on September 15th, Beijing time</b>。 As is customary, the special event will unveil important products such as new iPhones and Apple Watches. According to the current supply chain breaking information, this conference is expected to launch iPhone13 series, Apple Watch Series 7 and AirPods 3. The newly released iPhone 13 series still has four models, namely iPhone 13/mini and iPhone 13 Pro/Max, which are consistent with the previous generation in product matrix.</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\">Gaowei Electronics</a>、<a href=\"https://laohu8.com/S/00285\">BYD Electronics</a>Etc.</p><p><b>XPeng Motors has officially announced that the XPeng P5 will go on sale on September 15.</b>The P5 is the third production model in XPeng after the G3, P7.</p><p><b>The 3rd World New Energy Vehicle Conference (WNEVC) will be held at Hainan International Convention and Exhibition Center on September 15-17, 2021</b>。 The three-day event includes 20 conferences and forums, technology exhibitions and many simultaneous activities. It is expected that more than 1,000 senior executives from government, industry, university and research in the field of new energy vehicles will gather in Hainan.</p><p>It is reported that the new energy vehicles and brands displayed on the spot include: Changan CS55 pure electric, Benben E-Star national version and Eado EV460; Volkswagen ID. Family; BMW iX3, BMW iX; SAIC's first R-Tech-based strategic product ES33, SAIC MG MG Cyberster, Nio ES6 and ES8, among others.</p><p>In addition, State Grid, CRRC Times Electric (03898.HK), Weipai Technology, Te Laidian (600089.SH), Jingjin Electric, etc. will display the latest batteries, charging and swapping, electric drives and other core components and technologies; A special chip area will be set up in the exhibition area. Infineon, Texas Instruments TI, Black Sesame Intelligent, Xinlineng, Suzhou Guoxin and Basic Semiconductor will display the latest automobile-grade chip technologies and products.</p><p><b>In terms of financial report,<a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>Earnings scheduled for Wednesday, Sept. 15 before market open</b>。 Analysts expect the company to post $0.23 EPS for the quarter.</p><p>Jinko Solar's most recent earnings report was on Thursday, June 24th. The semiconductor company reported $0.15 EPS for the quarter at the time, beating analysts' consensus estimates of (-$0.02) by $0.17. The company's revenue for the quarter was $1.21 billion, which was also higher than the previous collective market expectation of $1.18 billion. JinkoSolar has a net margin of 0.43% and a return on equity of 2.98%. Quarterly revenue increased 1.1% year over year. During the same period last year, the company earned $0.65 per share. Analysts, on average, expect JinkoSolar to earn $1 per share for the current fiscal year and $3 per share for the next fiscal year.</p><p>According to data from MarketBeat, JinkoSolar currently has a consensus rating of Hold and a price target of $34.75.</p><p>It is worth mentioning that a hedge fund recently increased its holdings in JinkoSolar. Wells Fargo heavily increased its stake in JinkoSolar by 375.1% in the second quarter, according to its latest Form 13F filed with the Securities and Exchange Commission (SEC).</p><p>In terms of IPO,<a href=\"https://laohu8.com/S/ONON\">On Holding AG</a>Is the owner of performance shoe manufacturer On Running, founded in 2010. The On run was founded by Olivier Bernhard, world triathlon champion, and two of his friends, Caspar Coppetti and David Allemann. Among the investors in the On Running footwear brand is tennis legend Roger Federer, who became a shareholder in 2019 and was involved in designing a shoe named after him launched last year.</p><p>In terms of finance, On Angpao's revenue scale growth rate ranks among the best 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 CHF 425.3 million, up 59.2% year-on-year, and its net loss was CHF 27.5 million; As of 2021H1, revenue was CHF 315.5 million and net income was CHF 3.8 million.</p><p><b>ThursdayKEYWORDS: U.S. retail sales, initial request</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 unemployment claims in the United States in the week of September 11th.</p><p>In terms of financial events, due to the Mid-Autumn Festival holiday, Hong Kong Stock Connect will be suspended from September 16th to 22nd.</p><p><b>FridayKEYWORDS: U.S. September University of Michigan Consumer Confidence Index, Alibaba Annual Shareholder Meeting</b><img src=\"https://static.tigerbbs.com/2697f5f523c70cb8281e4ad4f426467f\" tg-width=\"539\" tg-height=\"155\" referrerpolicy=\"no-referrer\">In terms of economic data,<b>Pay attention to the consumer confidence index of the University of Michigan in September,</b>The market expectation was 72, compared to the previous value of 70.3.</p><p>In terms of incidents, at 7 p.m. Beijing time,<b>Alibaba Holds Annual Shareholders' Meeting.</b></p><p>In addition, the U.S. Food and Drug Administration's (FDA) Advisory Committee on Vaccines and Related Biologics will meet on September 17, 2021 to discuss the issue of vaccination regarding additional COVID-19 vaccine booster shots. Meetings will be held from 8:30 a.m. to 3:45 p.m. EST. In early September, Moderna also submitted an application to the FDA for a COVID vaccine booster shot, slightly behind rival Pfizer. In addition, in the United States, the FDA has approved additional COVID-19 vaccine booster shots 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\">BioNTech</a>、<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>、<a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a>。</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3c6a9864ff5cea57b22ba422497681e0","relate_stocks":{"HSCEI":"国企指数",".IXIC":"NASDAQ Composite","HSI":"恒生指数",".SPX":"S&P 500 Index",".DJI":"道琼斯","HSTECH":"恒生科技指数"},"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,"HSCEI":0.9,"HSTECH":0.9,"HSI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":749,"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":[],"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":765,"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":[],"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":651,"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":[],"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,"repost":{"id":"2168705503","kind":"highlight","pubTimestamp":1632099070,"share":"https://ttm.financial/m/news/2168705503?lang=en_US&edition=fundamental","pubTime":"2021-09-20 08:51","market":"hk","language":"zh","title":"Call an emergency meeting! Britain's \"gas shortage\" is not easy this time","url":"https://stock-news.laohu8.com/highlight/detail?id=2168705503","media":"华尔街见闻","summary":"飙涨的天然气价格，让英国的天然气行业苦不堪言，而且他们的难题才刚刚开始。","content":"<p>Britons are experiencing a gas supply crisis as European gas prices skyrocket.</p><p>On Saturday, Kwasi Kwarteng, the British Business Secretary, held an emergency meeting with a number of energy suppliers to discuss how to help suppliers cope with the dilemma caused by record gas prices and ensure stable gas supply in the UK this winter.</p><p>At present, in the next 7 to 10 days, at least four suppliers in the UK may be withdrawn from the market for financial reasons. The cost of natural gas is \"changing with each passing day\" but the selling price is limited, leaving suppliers miserable,</p><p>In the UK, with energy-related taxes and fees relatively fixed, household users are price protected at first. But the UK's energy regulator had already announced a 12% increase in the energy price cap in August, as prices in the wholesale energy market rose sharply.</p><p>However, this terminal price increase obviously can't keep up with the soaring cost. UK gas prices rose 7pc to more than £1.65 a sam on Tuesday, three times the level at the start of the year, and have risen 70pc since early August alone. As a key energy source for electricity generation, the skyrocketing price of natural gas has also set a record for the highest electricity price.</p><p>As of Friday, UK gas futures were trading at 165.25p/kcal, four times the level at the beginning of the year.</p><p><img src=\"https://static.tigerbbs.com/5983b395b95814179cc4a30a7e869e8b\" tg-width=\"1214\" tg-height=\"609\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Energy consultancy Baringa had previously predicted the UK could be left with \"fewer than 10 gas suppliers\" by this winter. According to Ofgem, as of the end of March this year, there were 49 suppliers in the UK.</p><p>Ofgem, the UK's office for gas and electricity markets, said that while record wholesale gas prices are putting a lot of pressure on energy suppliers, existing mechanisms are still able to address the current woes. For example, a larger supplier can be allowed to take over the customers of the exiting supplier.</p><p>However, the market is worried that if the price increase continues, even big suppliers may be overwhelmed, and the government may come forward to bail out and support the bottom.</p><p><h2>Europe's 'gas crisis'</h2>Wall Street has previously introduced that this round of \"natural gas crisis\" in Europe is mainly affected by both supply and demand.</p><p>On the demand side, the post-pandemic economic restart has driven up demand for natural gas globally, with less polluting gas emerging as the preferred alternative to coal as countries implement greener energy policies, leading to Europe competing with Asia for liquefied natural gas (LNG) imports.</p><p>On the supply side, last year's particularly cold winter meant Europe consumed more gas reserves than usual, which were not replenished in time this summer. Natural gas production in different parts of the world has also been disrupted and disrupted; And Russian gas flows into Europe are falling, adding to the already tight market.</p><p>As an important supplier of natural gas in Europe, natural gas production in the United States is currently plagued by hurricanes, and the price of natural gas futures has been at the highest level in more than seven years. The U.S. Safety and Environmental Enforcement Agency said Monday that in the wake of Hurricane Ida,<b>An estimated 43.6% of oil production capacity and 51.6% of natural gas production capacity in the Gulf of Mexico region remain closed.</b></p><p>Tropical Storm Nicholas has formed in the southern Gulf of Mexico before the blow dealt by Hurricane Ida to oil and gas production in the Gulf of Mexico has recovered, which may once again disrupt natural gas production in the region.</p><p><b>The lack of power generation from renewable energy sources such as wind energy has indirectly pushed up the price of natural gas in Europe.</b></p><p><h2><b>May continue to rise in the future</b></h2>Britain's nightmare is far from over, though, as gas prices may continue to rise in the future.</p><p>European gas prices are likely to continue to move higher in the coming weeks as the heating season begins in Europe, Fatih Birol, executive director of the International Energy Agency, told Bloomberg in an interview on Friday.</p><p>Birol also pointed to strong demand as a driver driving gas prices higher; Meanwhile, supplies from Russia have dwindled, and Russia has failed to replenish Europe's gas stocks in time for the heating season.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>In the latest research report, it is also predicted that the tight supply and demand of natural gas in Europe is expected to further intensify in the next few months, and the whole Europe will face the risk of power outage.</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Call an emergency meeting! Britain's \"gas shortage\" is not easy this time</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\">\nCall an emergency meeting! Britain's \"gas shortage\" is not easy this time\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-09-20 08:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Britons are experiencing a gas supply crisis as European gas prices skyrocket.</p><p>On Saturday, Kwasi Kwarteng, the British Business Secretary, held an emergency meeting with a number of energy suppliers to discuss how to help suppliers cope with the dilemma caused by record gas prices and ensure stable gas supply in the UK this winter.</p><p>At present, in the next 7 to 10 days, at least four suppliers in the UK may be withdrawn from the market for financial reasons. The cost of natural gas is \"changing with each passing day\" but the selling price is limited, leaving suppliers miserable,</p><p>In the UK, with energy-related taxes and fees relatively fixed, household users are price protected at first. But the UK's energy regulator had already announced a 12% increase in the energy price cap in August, as prices in the wholesale energy market rose sharply.</p><p>However, this terminal price increase obviously can't keep up with the soaring cost. UK gas prices rose 7pc to more than £1.65 a sam on Tuesday, three times the level at the start of the year, and have risen 70pc since early August alone. As a key energy source for electricity generation, the skyrocketing price of natural gas has also set a record for the highest electricity price.</p><p>As of Friday, UK gas futures were trading at 165.25p/kcal, four times the level at the beginning of the year.</p><p><img src=\"https://static.tigerbbs.com/5983b395b95814179cc4a30a7e869e8b\" tg-width=\"1214\" tg-height=\"609\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Energy consultancy Baringa had previously predicted the UK could be left with \"fewer than 10 gas suppliers\" by this winter. According to Ofgem, as of the end of March this year, there were 49 suppliers in the UK.</p><p>Ofgem, the UK's office for gas and electricity markets, said that while record wholesale gas prices are putting a lot of pressure on energy suppliers, existing mechanisms are still able to address the current woes. For example, a larger supplier can be allowed to take over the customers of the exiting supplier.</p><p>However, the market is worried that if the price increase continues, even big suppliers may be overwhelmed, and the government may come forward to bail out and support the bottom.</p><p><h2>Europe's 'gas crisis'</h2>Wall Street has previously introduced that this round of \"natural gas crisis\" in Europe is mainly affected by both supply and demand.</p><p>On the demand side, the post-pandemic economic restart has driven up demand for natural gas globally, with less polluting gas emerging as the preferred alternative to coal as countries implement greener energy policies, leading to Europe competing with Asia for liquefied natural gas (LNG) imports.</p><p>On the supply side, last year's particularly cold winter meant Europe consumed more gas reserves than usual, which were not replenished in time this summer. Natural gas production in different parts of the world has also been disrupted and disrupted; And Russian gas flows into Europe are falling, adding to the already tight market.</p><p>As an important supplier of natural gas in Europe, natural gas production in the United States is currently plagued by hurricanes, and the price of natural gas futures has been at the highest level in more than seven years. The U.S. Safety and Environmental Enforcement Agency said Monday that in the wake of Hurricane Ida,<b>An estimated 43.6% of oil production capacity and 51.6% of natural gas production capacity in the Gulf of Mexico region remain closed.</b></p><p>Tropical Storm Nicholas has formed in the southern Gulf of Mexico before the blow dealt by Hurricane Ida to oil and gas production in the Gulf of Mexico has recovered, which may once again disrupt natural gas production in the region.</p><p><b>The lack of power generation from renewable energy sources such as wind energy has indirectly pushed up the price of natural gas in Europe.</b></p><p><h2><b>May continue to rise in the future</b></h2>Britain's nightmare is far from over, though, as gas prices may continue to rise in the future.</p><p>European gas prices are likely to continue to move higher in the coming weeks as the heating season begins in Europe, Fatih Birol, executive director of the International Energy Agency, told Bloomberg in an interview on Friday.</p><p>Birol also pointed to strong demand as a driver driving gas prices higher; Meanwhile, supplies from Russia have dwindled, and Russia has failed to replenish Europe's gas stocks in time for the heating season.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>In the latest research report, it is also predicted that the tight supply and demand of natural gas in Europe is expected to further intensify in the next few months, and the whole Europe will face the risk of power outage.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3640760\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f01e4b782ba393cb7794f7764a5d7d90","relate_stocks":{"UNG":"美国天然气基金","DGAZ":"三倍做空天然气ETN(VelocityShares)","UGAZ":"三倍做多天然气ETN(VelocityShares)"},"source_url":"https://wallstreetcn.com/articles/3640760","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168705503","content_text":"随着欧洲天然气价格暴涨，英国人正遇到天然气供应危机。\n本周六，英国商务大臣Kwasi Kwarteng与多家能源供应商召开紧急会议，商讨如何帮助供应商应对创纪录的天然气价格带来的困境，确保英国今冬能稳定供气。\n目前情况下，未来7到10天，英国可能将至少有4家供应商因为财务原因退出市场。天然气成本“日新月异”，但售价却受到限制，让供应商们苦不堪言，\n在英国，由于能源相关的税费相对固定，家庭用户一开始是受价格保护的。但随着能源批发市场价格大幅上升，英国能源监管机构已在8月份宣布将能源价格上限提高了12%。\n但这点终端价格涨幅显然跟不上飙升的成本。周二，英国天然气价格上涨7%，超过1.65英镑每撒姆，是年初价格水平的三倍，仅8月初以来就上涨了70%。天然气作为发电的关键能源，价格飞涨也创造了电价最高纪录。\n截至本周五，英国天然气期货价格报165.25便士/千卡，是年初水平的4倍。\n\n能源咨询公司Baringa此前预计，到了今年冬天，英国可能会只剩下“不到10个天然气供应商”。而根据Ofgem的数据，截至今年3月底，英国一共有49个供应商。\n英国天然气电力市场办公室Ofgem表示，虽然创纪录的天然气批发价格让能源供应商压力很大，但现有的机制仍然能够解决当前的困境。比如可以让更大型的供应商来接手退出的供应商的客户。\n不过市场担心，如果价格上涨持续，即便是大供应商，可能也会不堪重负，届时可能会由政府出面救助并托底。\n欧洲“天然气危机”\n华尔街见闻此前曾介绍过，本轮欧洲“天然气危机”主要是受供需两端同时影响。\n在需求端，疫情后经济重启全球推高了对天然气的需求，随着各国执行更环保的能源政策，污染更少的天然气成为替代煤炭的首选，这导致欧洲正在与亚洲争夺液化天然气（LNG）进口量。\n在供应端，去年特别寒冷冬天意味着欧洲比平时消耗了更多的天然气储备，而这个夏天储备没有得到及时补充。全球不同地区的天然气生产还遭到干扰与中断；而流入欧洲的俄罗斯天然气流量在下降，使本已吃紧的市场更加紧张。\n作为欧洲天然气重要供给地，美国天然气生产目前深受飓风困扰，天然气期货价格已处于7年多最高水平。美国安全与环境执法局周一表示，在飓风“艾达”过后，估计墨西哥湾地区43.6%的石油产能和51.6%的天然气产能仍处于关闭状态。\n飓风“艾达”给墨西哥湾油气生产造成的打击还未恢复之际，热带风暴“尼古拉斯”已在墨西哥湾南部形成，可能会再次扰乱该地区天然气生产。\n而风能等可再生能源发电不足也间接推高了欧洲天然气价格。\n未来可能继续上涨\n不过英国的噩梦还远未结束，因为未来天然气价格可能继续上涨。\n国际能源署执行主任Fatih Birol周五在接受彭博采访时表示，随着欧洲供暖季节的开始，欧洲天然气价格在未来几周可能会持续走高。\nBirol还指出，强劲的需求是推动天然气价格上涨的一个驱动因素；与此同时，来自俄罗斯的供应减少，俄罗斯未能在供暖季节到来之前及时补充欧洲的天然气库存。\n高盛在最新研报中也预计，未来几个月欧洲天然气供需紧张有望进一步加剧，整个欧洲将面临停电的风险。","news_type":1,"symbols_score_info":{"NGmain":0.9,"QGmain":0.9,"UGAZ":0.9,"DGAZ":0.9,"UNG":0.9}},"isVote":1,"tweetType":1,"viewCount":711,"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":[],"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":"sh","language":"zh","title":"What are the certainty opportunities 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 12th, 2021 ifeng.com Financial Summit and Tianlai Sixiang Hui Hangzhou Station were successfully held. Wu Xiaobo, a famous financial writer, and Qin Shuo, a financial media person, attended the event and made speeches. The guests focused on the regional economic and wealth hotspots in Hangzhou, and brought a high-value wealth knowledge sharing on related wealth creation topics such as capital market, housing price trends and industry investment opportunities.</p><p><b>Wu Xiaobo: Intelligent revolution is China's most enthusiastic 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, who was born in the journalism department, has studied China's industrial economy as an industrial journalist for 30 years since 1990, and has written Chinese business works such as Thirty Years of Agitation. He always believes that the development of a country and an economy mainly depends on one thing, that is, economic cells.</p><p>After inspecting as many as 38 enterprises in the first eight months of this year, Wu Xiaobo brought the theme sharing of \"New Trends of Industrial Transformation and New Opportunities for Track Investment\" to Teana car owners in Hangzhou in this event through the changes of China's economic cells seen and summarized in enterprises.</p><p>Wu Xiaobo believes that, first of all,<b>The whole consumer Internet entrepreneurial cycle has basically ended, and a new wave of entrepreneurship will be an intelligent revolution.</b></p><p>\"China has undergone particularly big changes in the field of consumer goods and manufacturing in the past two years. I went to many factories such as mattresses, down jackets, cattle, steelmaking and automobiles, and saw that labor was being replaced by machines on a large scale. Due to the huge Chinese consumer market, China's manufacturing industry has been the most active in the world in intelligent investment in the past two or three years\".</p><p>Secondly, Wu Xiaobo pointed out that the manufacturing empowerment platform is reconstructing industrial resources, and many small and medium-sized enterprises are also undergoing changes in the intelligent revolution.</p><p>In the past, a complete manufacturing link from buying land to production line, R&D, manufacturing and sales has been subverted today. \"If you want to be a sofa company in Hangzhou, you don't need to buy a 50-square-meter land in any jurisdiction of Hangzhou. You only need to answer one question, why do you want me to make a sofa today? What is the difference between the sofa I make and other rivals? You just need to find this problem and set up those resources that can help you through the Internet empowerment platform.\"</p><p>Third, use data to improve the relationship between enterprises and consumers. After the epidemic, the communication cost between people is very high. We need some data tools to rebuild the relationship between enterprises and consumers.</p><p>Fourth, the new domestic products in the past two years are a national tide detonated by a fashion fashion, which is a wave of entrepreneurship based on Chinese culture and Chinese consumers, especially young consumers. This round of new national trend entrepreneurs are mainly born in the 1980s and 1990s, and consumers are mainly born in the 1990s and 2000s.</p><p>According to the data generated by 618 this year, the market share of domestic brands has reached 72%, and 459 new brands have become the first in the sub-categories, which is a very obvious trend.</p><p>Last year's data showed that the market share of new domestic products in first-and second-tier cities reached 46%, that in third-and fourth-tier cities accounted for 30%, and that in the other 24%. In 2020, the consumption growth data of new domestic products in first-and second-tier cities was 22.4%, and that in third-tier cities was as high as 45.7%.</p><p>Wu Xiaobo analyzed, \"These two data tell us that this round of new domestic products first exploded in first-and second-tier cities, and then its growth was obviously declining, while third-and fourth-tier cities and below were rising on a large scale, which means that<b>The wave of new domestic products has just begun, and I think it is still 5-10 years before it is popularized nationwide \".</b></p><p>Fifth, Wu Xiaobo proposed,<b>In recent years, people have always discussed mode, traffic and the Internet. There is a term that has been watered down for many years and now has come back, that is, \"management\".</b>This round of organizational ability track determines the innovation possibility of the enterprise. The enterprise is ultimately an organization, the dividends are all eaten, the contingencies are all used up, and eventually it will inevitably return to the organizational part.</p><p>At the end of his speech, Wu Xiaobo put forward the K-line theory. After the recovery of the epidemic, it is different from the previous V-shaped and U-shaped ones. This round of good development will be better, and the poor development will be worse.<b>Consumption has fallen into a bottleneck, and currency has become an era of stagflation. Against the K-line, Wu Xiaobo put forward three suggestions for everyone:</b></p><p><b>First, stick to your own business, do what you are familiar with, reduce costs and increase efficiency;</b></p><p><b>Second, rationally allocate assets;</b></p><p><b>Third, avoid mental involvement and enjoy a good 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, in 2020, the investment and financing amount in the new consumption field reached nearly 45 billion yuan, and 286 projects were financed. In the first half of 2021, there were 333 financing events in the new consumption sector, with a financing amount exceeding 50 billion yuan.</p><p>Take the \"Tea Coffee Soft Drink\" track as an example. Heytea, Genki Forest, Cha Yan Yuese, Jane Eyre, Three and a Half Coffee, CHALI CHALI, Yongpu and Sumida River are all sought after by investors.</p><p>Why is new consumption so hot? How long can it stay hot? In this event, Qin Shuo shared the theme of \"From the 14th Five-Year Plan to 2035: New Consumption Trends and New Growth Opportunities\" for Teana car owners in Hangzhou.</p><p>\"There are 600 million people in China, with an average monthly income of 1,000 yuan. This part of the population accounts for about 40% of the country, while the population with an average monthly income of 3,000 yuan or less accounts for 60%. We are still a developing country.\" As a senior financial media person, Qin Shuo believes that although the growth level of China's bottom income is still relatively low at present, under the process of \"promoting common prosperity through high-quality development\", as more bottom income classes are slowly upgraded to the middle class, there is great potential for future residents' consumption.</p><p>At the same time,<b>Qin Shuo believes that the future troika of consumer industry is: basic consumption, silver consumption and new consumption, and new consumption is the most dynamic and imaginative part of it.</b></p><p>In terms of basic consumption, many people think that basic consumption is traditional and outdated, which is wrong, because basic consumption such as soy sauce and vinegar will always exist.</p><p>In terms of silver-hair consumption, this generation will not be as frugal as the \"post-50s\" generation when considering old-age care, so their willingness to spend will increase in the future.</p><p>New consumption in China is mainly driven by the \"Z era\". These populations and their consumption ideas are the natural soil for new consumption. For example, in the food and beverage track, the key words are sugar-free sparkling water, high-end mineral water, plant protein beverages, low-sugar and low-salt functional snacks. It can be seen that the new people faced by new consumption have changed greatly from the traditional consumer groups.</p><p><b>In Qin Shuo's view, China will soon become the world's largest retail market for consumer goods, so the upgrading of domestic services such as \"clothing, food, housing, transportation, health and entertainment\" combined with new technologies is a very certain investment track.</b></p><p><a href=\"https://laohu8.com/S/00700\">Tencent</a>Traffic giants like ByteDance and ByteDance are now investing in new consumer companies instead of Internet companies on a large scale. For example, Tencent voted for Heytea, Perfect Diary, TIMS, Shengxiangting and Weilong. ByteDance invested in MANNER Coffee, Li Ziqi's contracted company Weinian, and so on.</p><p>Regarding the future of new consumption, Qin Shuo said<b>\"It is not the digitalization of original consumption, but the consumption increase created by new supply. Therefore, everyone must understand that new consumption will bring a lot of consumption increase, which is a certain opportunity in the next 5 to 10 years\".</b></p><p>Qin Shuo also added that how to go from online celebrity to evergreen is the main challenge faced by the new consumer industry at present. For a while, it is not difficult for online celebrity, and it is easy to produce short-term miracles through capital assistance. However, if you are too addicted to traffic play, it will only overdraw the brand credit, which will be difficult to sustain after all.</p><p><b>Hot discussion one</b></p><p><b>How to avoid becoming a leek when the wind comes and goes quickly?</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 also a \"leek\"</b></p><p><b>Wu Xiaobo: Anti-locking \"desire\" pays attention to long-term closed funds</b></p><p>At this event, the owner of Dongfeng Nissan Teana also had in-depth interaction with the guests. When answering the question of the car owner \"How to avoid becoming a leek\", Qin Shuo gave his own personal statement: \"I have also been a leek. I reflected on it. The fundamental reason why I am a leek every time is not a knowledge problem, but a psychological problem, that is, greed and speculation\".</p><p>Qin Shuo gave two suggestions:</p><p><b>First, try not to make your own investments. You can buy some funds and give professional things to professional people.</b></p><p>Because the things one is good at are very limited, so if you don't want to be a leek, you have to reduce the probability of playing yourself. Don't see this concept and that concept this year, and go in blindly if you can't figure it out.</p><p><b>Second, if you want to invest yourself, you should have rational expectations, buy what you really know, and don't speculate.</b></p><p><b>In terms of choosing stocks, you can be in line with funds. For example, some fund companies with good reputation and good risk control in long-term investment can see what kind of stocks their funds buy.</b></p><p>\"For example, they bought a bunch of white horse consumer stocks, which have been very powerful in the past three years. This year, white horse consumer stocks have dropped collectively, and some of them have dropped 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 40% cheaper than fund companies now, so why not buy them? If you have to operate them, I think you can buy them\".</p><p>Wu Xiaobo suggested that investors believe in professional institutions and can focus their asset allocation more on funds.</p><p>\"I never buy stocks myself. I suggest that professional things should be taken care of by professionals. If you are still very interested, you can invest 5% or 10% of your assets in the market by yourself and play with fear.\"</p><p>Wu Xiaobo specifically mentioned closed funds, \"This year, many large fund companies have issued some long-term closed-end funds, which can't be withdrawn for 8-10 years, which locks your desires in the reverse direction.<b>If you are sure of this fund manager's financial philosophy, are certain about his past performance, and are optimistic about his investment track, then you will be with him for 8-10 years. \"</b></p><p><b>\"Selling funds promises to double in three years. This era has passed in China\".</b></p><p><b>Hot Discussion II</b></p><p><b>What do you buy if you have spare money? How to buy?</b></p><p><img src=\"https://static.tigerbbs.com/961b1d92290cb3aafa96da8210d6b66f\" tg-width=\"552\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p><b>Wu Xiaobo: Add enough leverage to the optimistic track</b></p><p><b>Qin Shuo: It's time to bargain-hunting Chinese stocks</b></p><p>Not long ago, in the sharing of Phoenix Net Financial Summit and Tianlai Sixianghui Shenzhen Station, Qin Shuo once made it clear that many Hong Kong stocks and US stocks have fallen to their knees and even ankles, which is an opportunity for value investment.</p><p>\"The last event in Shenzhen was on Saturday. If an audience listened and bought it, many stocks rose 15% on Monday\".</p><p>Qin Shuo once again emphasized this view at the event site of Tianlai Sixiang Hui Hangzhou Station.<b>\"China stocks have fallen too badly now, and a large number of companies have fallen by more than 50% or even 80%. Is this the only value of these companies? It is impossible to build another such giant company\".</b></p><p>Qin Shuo \"Duan Yongping Investment\"<a href=\"https://laohu8.com/S/NTES\">Netease</a>For example, when Netease fell to one dollar, many people were afraid, but after analysis, he thought that no matter how bad the company was, it would be higher than the current share price.</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 you can buy them much more at a low price.\"</p><p>\"You are greedy when others are afraid, and you are afraid when others are greedy. This sentence is truly a wise saying,\" Qin Shuo concluded.</p><p>From the investment perspective, Wu Xiaobo believes that<b>Real estate is not a good investment target for many high net worth people</b>Unless you want to improve your housing environment.</p><p><b>\"If you think you will have a stable income in the next five years, you can increase your leverage. It's best to put about 60% leverage on your personal assets, buy those predictable and trend-related assets, and resist this round of inflation\".</b></p><p><b>epilogue</b></p><p>Stay at the forefront of the times and help advance in life. Since its domestic production in 2004, Dongfeng Nissan Teana has witnessed the rapid takeoff of China's economy, bringing a driving experience full of quality and style to the growing urban elite class, and accompanying them to achieve their advanced goals in life step by step.</p><p>As a value leader in the domestic mid-to-high-end vehicle segment, Teana 2021 offers consumers a leapfrog with its comprehensive product strength of \"not only comfort, but also surging, controlling and calm\"<a href=\"https://laohu8.com/S/DLX\">luxury</a>The driving experience. Thanks to the blessing of VC-TURBO, the world's first mass-produced variable compression ratio engine, which was ranked among Ward's top ten engines in the world in 2019 and 2020, Teana 2021 outperforms its peers with surging and efficient power performance; ProPILOT Super Intelligent Driving is based on the leading intelligence of the same class and the domestic 380,000-kilometer road test, and has become an L2-level automatic driving assistance system with functionality and ease of use far exceeding competing products; Nissan Connect, on the other hand, brings users a surprising interconnected experience with its super-powerful and super-full vehicle networking functions.</p><p>In recent years, Dongfeng Nissan Teana has actively joined hands with top domestic financial media to build Teana Sixiang Hui, which has quickly become a high-end ideological interactive platform linking financial leaders, well-known scholars and elite car owners, conveying forward-looking financial insights and trend analysis to new urban elites, pointing out opportunities for wealth creation, and attracting the attention of the majority of Teana car owners and investors. The sharing brought by Wu Xiaobo and Qin Shuo, the top financial big coffee makers, of Phoenix Net Financial Summit and Tianlai Sixianghui Hangzhou Station undoubtedly provided you with some valuable financial advice and helped you clarify your future investment ideas.</p><p>The wave of science and technology is in the ascendant, the world epidemic is constant, and international competition is intensifying. Seawater on one side, flames on the other. The uncertain current situation has aggravated the turmoil in the capital market, and future opportunities and crises coexist. How should investors correctly understand the current situation, and how should they rationally allocate assets to resist risks and realize the steady appreciation of assets? And these can be answered in 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 are the certainty opportunities in the next 5 to 10 years? 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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 12th, 2021 ifeng.com Financial Summit and Tianlai Sixiang Hui Hangzhou Station were successfully held. Wu Xiaobo, a famous financial writer, and Qin Shuo, a financial media person, attended the event and made speeches. The guests focused on the regional economic and wealth hotspots in Hangzhou, and brought a high-value wealth knowledge sharing on related wealth creation topics such as capital market, housing price trends and industry investment opportunities.</p><p><b>Wu Xiaobo: Intelligent revolution is China's most enthusiastic 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, who was born in the journalism department, has studied China's industrial economy as an industrial journalist for 30 years since 1990, and has written Chinese business works such as Thirty Years of Agitation. He always believes that the development of a country and an economy mainly depends on one thing, that is, economic cells.</p><p>After inspecting as many as 38 enterprises in the first eight months of this year, Wu Xiaobo brought the theme sharing of \"New Trends of Industrial Transformation and New Opportunities for Track Investment\" to Teana car owners in Hangzhou in this event through the changes of China's economic cells seen and summarized in enterprises.</p><p>Wu Xiaobo believes that, first of all,<b>The whole consumer Internet entrepreneurial cycle has basically ended, and a new wave of entrepreneurship will be an intelligent revolution.</b></p><p>\"China has undergone particularly big changes in the field of consumer goods and manufacturing in the past two years. I went to many factories such as mattresses, down jackets, cattle, steelmaking and automobiles, and saw that labor was being replaced by machines on a large scale. Due to the huge Chinese consumer market, China's manufacturing industry has been the most active in the world in intelligent investment in the past two or three years\".</p><p>Secondly, Wu Xiaobo pointed out that the manufacturing empowerment platform is reconstructing industrial resources, and many small and medium-sized enterprises are also undergoing changes in the intelligent revolution.</p><p>In the past, a complete manufacturing link from buying land to production line, R&D, manufacturing and sales has been subverted today. \"If you want to be a sofa company in Hangzhou, you don't need to buy a 50-square-meter land in any jurisdiction of Hangzhou. You only need to answer one question, why do you want me to make a sofa today? What is the difference between the sofa I make and other rivals? You just need to find this problem and set up those resources that can help you through the Internet empowerment platform.\"</p><p>Third, use data to improve the relationship between enterprises and consumers. After the epidemic, the communication cost between people is very high. We need some data tools to rebuild the relationship between enterprises and consumers.</p><p>Fourth, the new domestic products in the past two years are a national tide detonated by a fashion fashion, which is a wave of entrepreneurship based on Chinese culture and Chinese consumers, especially young consumers. This round of new national trend entrepreneurs are mainly born in the 1980s and 1990s, and consumers are mainly born in the 1990s and 2000s.</p><p>According to the data generated by 618 this year, the market share of domestic brands has reached 72%, and 459 new brands have become the first in the sub-categories, which is a very obvious trend.</p><p>Last year's data showed that the market share of new domestic products in first-and second-tier cities reached 46%, that in third-and fourth-tier cities accounted for 30%, and that in the other 24%. In 2020, the consumption growth data of new domestic products in first-and second-tier cities was 22.4%, and that in third-tier cities was as high as 45.7%.</p><p>Wu Xiaobo analyzed, \"These two data tell us that this round of new domestic products first exploded in first-and second-tier cities, and then its growth was obviously declining, while third-and fourth-tier cities and below were rising on a large scale, which means that<b>The wave of new domestic products has just begun, and I think it is still 5-10 years before it is popularized nationwide \".</b></p><p>Fifth, Wu Xiaobo proposed,<b>In recent years, people have always discussed mode, traffic and the Internet. There is a term that has been watered down for many years and now has come back, that is, \"management\".</b>This round of organizational ability track determines the innovation possibility of the enterprise. The enterprise is ultimately an organization, the dividends are all eaten, the contingencies are all used up, and eventually it will inevitably return to the organizational part.</p><p>At the end of his speech, Wu Xiaobo put forward the K-line theory. After the recovery of the epidemic, it is different from the previous V-shaped and U-shaped ones. This round of good development will be better, and the poor development will be worse.<b>Consumption has fallen into a bottleneck, and currency has become an era of stagflation. Against the K-line, Wu Xiaobo put forward three suggestions for everyone:</b></p><p><b>First, stick to your own business, do what you are familiar with, reduce costs and increase efficiency;</b></p><p><b>Second, rationally allocate assets;</b></p><p><b>Third, avoid mental involvement and enjoy a good 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, in 2020, the investment and financing amount in the new consumption field reached nearly 45 billion yuan, and 286 projects were financed. In the first half of 2021, there were 333 financing events in the new consumption sector, with a financing amount exceeding 50 billion yuan.</p><p>Take the \"Tea Coffee Soft Drink\" track as an example. Heytea, Genki Forest, Cha Yan Yuese, Jane Eyre, Three and a Half Coffee, CHALI CHALI, Yongpu and Sumida River are all sought after by investors.</p><p>Why is new consumption so hot? How long can it stay hot? In this event, Qin Shuo shared the theme of \"From the 14th Five-Year Plan to 2035: New Consumption Trends and New Growth Opportunities\" for Teana car owners in Hangzhou.</p><p>\"There are 600 million people in China, with an average monthly income of 1,000 yuan. This part of the population accounts for about 40% of the country, while the population with an average monthly income of 3,000 yuan or less accounts for 60%. We are still a developing country.\" As a senior financial media person, Qin Shuo believes that although the growth level of China's bottom income is still relatively low at present, under the process of \"promoting common prosperity through high-quality development\", as more bottom income classes are slowly upgraded to the middle class, there is great potential for future residents' consumption.</p><p>At the same time,<b>Qin Shuo believes that the future troika of consumer industry is: basic consumption, silver consumption and new consumption, and new consumption is the most dynamic and imaginative part of it.</b></p><p>In terms of basic consumption, many people think that basic consumption is traditional and outdated, which is wrong, because basic consumption such as soy sauce and vinegar will always exist.</p><p>In terms of silver-hair consumption, this generation will not be as frugal as the \"post-50s\" generation when considering old-age care, so their willingness to spend will increase in the future.</p><p>New consumption in China is mainly driven by the \"Z era\". These populations and their consumption ideas are the natural soil for new consumption. For example, in the food and beverage track, the key words are sugar-free sparkling water, high-end mineral water, plant protein beverages, low-sugar and low-salt functional snacks. It can be seen that the new people faced by new consumption have changed greatly from the traditional consumer groups.</p><p><b>In Qin Shuo's view, China will soon become the world's largest retail market for consumer goods, so the upgrading of domestic services such as \"clothing, food, housing, transportation, health and entertainment\" combined with new technologies is a very certain investment track.</b></p><p><a href=\"https://laohu8.com/S/00700\">Tencent</a>Traffic giants like ByteDance and ByteDance are now investing in new consumer companies instead of Internet companies on a large scale. For example, Tencent voted for Heytea, Perfect Diary, TIMS, Shengxiangting and Weilong. ByteDance invested in MANNER Coffee, Li Ziqi's contracted company Weinian, and so on.</p><p>Regarding the future of new consumption, Qin Shuo said<b>\"It is not the digitalization of original consumption, but the consumption increase created by new supply. Therefore, everyone must understand that new consumption will bring a lot of consumption increase, which is a certain opportunity in the next 5 to 10 years\".</b></p><p>Qin Shuo also added that how to go from online celebrity to evergreen is the main challenge faced by the new consumer industry at present. For a while, it is not difficult for online celebrity, and it is easy to produce short-term miracles through capital assistance. However, if you are too addicted to traffic play, it will only overdraw the brand credit, which will be difficult to sustain after all.</p><p><b>Hot discussion one</b></p><p><b>How to avoid becoming a leek when the wind comes and goes quickly?</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 also a \"leek\"</b></p><p><b>Wu Xiaobo: Anti-locking \"desire\" pays attention to long-term closed funds</b></p><p>At this event, the owner of Dongfeng Nissan Teana also had in-depth interaction with the guests. When answering the question of the car owner \"How to avoid becoming a leek\", Qin Shuo gave his own personal statement: \"I have also been a leek. I reflected on it. The fundamental reason why I am a leek every time is not a knowledge problem, but a psychological problem, that is, greed and speculation\".</p><p>Qin Shuo gave two suggestions:</p><p><b>First, try not to make your own investments. You can buy some funds and give professional things to professional people.</b></p><p>Because the things one is good at are very limited, so if you don't want to be a leek, you have to reduce the probability of playing yourself. Don't see this concept and that concept this year, and go in blindly if you can't figure it out.</p><p><b>Second, if you want to invest yourself, you should have rational expectations, buy what you really know, and don't speculate.</b></p><p><b>In terms of choosing stocks, you can be in line with funds. For example, some fund companies with good reputation and good risk control in long-term investment can see what kind of stocks their funds buy.</b></p><p>\"For example, they bought a bunch of white horse consumer stocks, which have been very powerful in the past three years. This year, white horse consumer stocks have dropped collectively, and some of them have dropped 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 40% cheaper than fund companies now, so why not buy them? If you have to operate them, I think you can buy them\".</p><p>Wu Xiaobo suggested that investors believe in professional institutions and can focus their asset allocation more on funds.</p><p>\"I never buy stocks myself. I suggest that professional things should be taken care of by professionals. If you are still very interested, you can invest 5% or 10% of your assets in the market by yourself and play with fear.\"</p><p>Wu Xiaobo specifically mentioned closed funds, \"This year, many large fund companies have issued some long-term closed-end funds, which can't be withdrawn for 8-10 years, which locks your desires in the reverse direction.<b>If you are sure of this fund manager's financial philosophy, are certain about his past performance, and are optimistic about his investment track, then you will be with him for 8-10 years. \"</b></p><p><b>\"Selling funds promises to double in three years. This era has passed in China\".</b></p><p><b>Hot Discussion II</b></p><p><b>What do you buy if you have spare money? How to buy?</b></p><p><img src=\"https://static.tigerbbs.com/961b1d92290cb3aafa96da8210d6b66f\" tg-width=\"552\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p><p><b>Wu Xiaobo: Add enough leverage to the optimistic track</b></p><p><b>Qin Shuo: It's time to bargain-hunting Chinese stocks</b></p><p>Not long ago, in the sharing of Phoenix Net Financial Summit and Tianlai Sixianghui Shenzhen Station, Qin Shuo once made it clear that many Hong Kong stocks and US stocks have fallen to their knees and even ankles, which is an opportunity for value investment.</p><p>\"The last event in Shenzhen was on Saturday. If an audience listened and bought it, many stocks rose 15% on Monday\".</p><p>Qin Shuo once again emphasized this view at the event site of Tianlai Sixiang Hui Hangzhou Station.<b>\"China stocks have fallen too badly now, and a large number of companies have fallen by more than 50% or even 80%. Is this the only value of these companies? It is impossible to build another such giant company\".</b></p><p>Qin Shuo \"Duan Yongping Investment\"<a href=\"https://laohu8.com/S/NTES\">Netease</a>For example, when Netease fell to one dollar, many people were afraid, but after analysis, he thought that no matter how bad the company was, it would be higher than the current share price.</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 you can buy them much more at a low price.\"</p><p>\"You are greedy when others are afraid, and you are afraid when others are greedy. This sentence is truly a wise saying,\" Qin Shuo concluded.</p><p>From the investment perspective, Wu Xiaobo believes that<b>Real estate is not a good investment target for many high net worth people</b>Unless you want to improve your housing environment.</p><p><b>\"If you think you will have a stable income in the next five years, you can increase your leverage. It's best to put about 60% leverage on your personal assets, buy those predictable and trend-related assets, and resist this round of inflation\".</b></p><p><b>epilogue</b></p><p>Stay at the forefront of the times and help advance in life. Since its domestic production in 2004, Dongfeng Nissan Teana has witnessed the rapid takeoff of China's economy, bringing a driving experience full of quality and style to the growing urban elite class, and accompanying them to achieve their advanced goals in life step by step.</p><p>As a value leader in the domestic mid-to-high-end vehicle segment, Teana 2021 offers consumers a leapfrog with its comprehensive product strength of \"not only comfort, but also surging, controlling and calm\"<a href=\"https://laohu8.com/S/DLX\">luxury</a>The driving experience. Thanks to the blessing of VC-TURBO, the world's first mass-produced variable compression ratio engine, which was ranked among Ward's top ten engines in the world in 2019 and 2020, Teana 2021 outperforms its peers with surging and efficient power performance; ProPILOT Super Intelligent Driving is based on the leading intelligence of the same class and the domestic 380,000-kilometer road test, and has become an L2-level automatic driving assistance system with functionality and ease of use far exceeding competing products; Nissan Connect, on the other hand, brings users a surprising interconnected experience with its super-powerful and super-full vehicle networking functions.</p><p>In recent years, Dongfeng Nissan Teana has actively joined hands with top domestic financial media to build Teana Sixiang Hui, which has quickly become a high-end ideological interactive platform linking financial leaders, well-known scholars and elite car owners, conveying forward-looking financial insights and trend analysis to new urban elites, pointing out opportunities for wealth creation, and attracting the attention of the majority of Teana car owners and investors. The sharing brought by Wu Xiaobo and Qin Shuo, the top financial big coffee makers, of Phoenix Net Financial Summit and Tianlai Sixianghui Hangzhou Station undoubtedly provided you with some valuable financial advice and helped you clarify your future investment ideas.</p><p>The wave of science and technology is in the ascendant, the world epidemic is constant, and international competition is intensifying. Seawater on one side, flames on the other. The uncertain current situation has aggravated the turmoil in the capital market, and future opportunities and crises coexist. How should investors correctly understand the current situation, and how should they rationally allocate assets to resist risks and realize the steady appreciation of assets? And these can be answered in 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":1005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}