Helena Singapore personal page - To The Moon

Helena Singapore

Helena Singapore

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Helena Singapore

06-27

$维珍银河(SPCE)$

Helena Singapore

2023-03-22

[微笑]

@MetaHK:UBS收購瑞銀後的7個投資注意點和策略

Helena Singapore

2023-03-20

👌

@万物新生:萬物新生（愛回收）：2022年營收98.7億元，Q4實現non-GAAP經營利潤3457萬元，全年non-GAAP盈利

Helena Singapore

2023-02-28

[微笑]

@投资界:首發 | 典晶生物完成超過4000萬美元B輪融資，千驥資本領投

Helena Singapore

2023-02-28

[微笑] [微笑]

@投资界:首發 | 典晶生物完成超過4000萬美元B輪融資，千驥資本領投

Helena Singapore

2023-02-10

[微笑]

@市值观察:預製菜概念股“嗨了”，萬億風口下誰手裏“籌碼”最多？

Helena Singapore

2023-01-31

😕😕

@de06e5:年度成績單公佈：vivo贏了，蘋果賺了；榮耀笑了，小米麻了

Helena Singapore

2023-01-29

[微笑]

@JC888:Camber Energy ($CEI) - My Swing Trade. Why ? Read On !

Helena Singapore

2023-01-29

😉🌹

@小左第一视角: 挖掘50%的利潤！馬斯克又要有好事！AAPL悄悄地漲！YINN、AMC、XBI、PFE、CHPT、NIO、FCX、AAL、AAPL、NNDM、OXY

Helena Singapore

2022-12-20

[微笑] [微笑]

@到底什么值得买啊:防疫放開後的疫情高峯逐漸過去，受此影響版號的發放也應該會恢復，這次恢復後應該就不會再輕易停止了，這方面的市場風險也就大大降低了，應該恢復到疫情之前了。 $騰訊控股(00700)$ $網易-S(09999)$ $中手遊(00302)$

Helena Singapore

2022-11-20

[微笑]

@财闻网:全球智能手機已進入存量市場，超高端市場成高增長陣營

Helena Singapore

2022-10-08

$苹果(AAPL)$😋

Helena Singapore

2022-10-08

$两倍做空标普500ETF(SDS)$[微笑]

Helena Singapore

2022-10-07

$AVEO制药公司(AVEO)$[微笑]

Helena Singapore

2022-10-07

$Assure Holdings Corp(IONM)$[微笑]

Helena Singapore

2022-10-07

$博通(AVGO)$[笑哭]

Helena Singapore

2022-10-07

$Assure Holdings Corp(IONM)$[微笑]

Helena Singapore

2022-10-06

$苹果(AAPL)$[微笑]

Helena Singapore

2022-10-06

$Assure Holdings Corp(IONM)$[微笑]

Helena Singapore

2022-10-05

$博通(AVGO)$[笑哭]

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財報顯示，2022年第四季度萬物新生集團總收入29.8億元，同比增長22.4%。四季度，萬物新生實現non-GAAP經營利潤3457萬元（經調整，不含員工股權激勵費用，無形資產的攤銷以及因收購產生的遞延成本，遞延成本、商譽及無形資產減值，下同），創下歷史新高。縱觀2022全年，萬物新生總收入同比增長26.9%達到98.7億元，平臺全年二手商品交易量達3200萬單，營收和業務規模均創新高。集團2022全年non-GAAP經營利潤爲690萬元，non-GAAP淨利潤爲5084萬元，首次實現了non-GAAP層面全年盈利，併產生正向經營性現金流8.8億元，現金流淨流入2.0億元。截至2022年末，集團綜合現金儲備總計28.0億元。 四季度營收創新高 non-GAAP經營層面持續盈利 2022年四季度，萬物新生集團營收達到歷史新高的29.8億元，同比增長22.4%。從營收構成來看，四季度儘管受到疫情的不利影響，1P（自營）產品銷售收入仍保持了29.5%的較高增長，達到26.9億元，展現出自營業務的高度確定性。經過平臺業務效率優化，3P（平臺）服務收入爲2.9億元，平臺綜合收費率爲4.8%。從盈利情況來看，四季度集團取得non-GAAP經營利潤3457萬元，同比增長257.6%，也是本財年第三次實現單季度運營盈利，季度經調整經營利潤率從2021年同期的0.4%提升至1.2%，創歷史新高。在線下運營層面，四季度萬物新生持續擴大線下服務網絡，門店穩步擴張。截至2022年12月31日，萬物新生集團的線下門店已覆蓋全國266座城市，相比三季度末增加10座；四季度新開店116家，門店總數達1920家。2022年總營收近百億 non-GAAP層面","listText":"北京時間3月13日，國內領先的二手消費電子產品交易和服務平臺萬物新生（愛回收）集團（紐交所股票代碼：RERE）發佈2022財年第四季度和全年業績報告。 財報顯示，2022年第四季度萬物新生集團總收入29.8億元，同比增長22.4%。四季度，萬物新生實現non-GAAP經營利潤3457萬元（經調整，不含員工股權激勵費用，無形資產的攤銷以及因收購產生的遞延成本，遞延成本、商譽及無形資產減值，下同），創下歷史新高。縱觀2022全年，萬物新生總收入同比增長26.9%達到98.7億元，平臺全年二手商品交易量達3200萬單，營收和業務規模均創新高。集團2022全年non-GAAP經營利潤爲690萬元，non-GAAP淨利潤爲5084萬元，首次實現了non-GAAP層面全年盈利，併產生正向經營性現金流8.8億元，現金流淨流入2.0億元。截至2022年末，集團綜合現金儲備總計28.0億元。 四季度營收創新高 non-GAAP經營層面持續盈利 2022年四季度，萬物新生集團營收達到歷史新高的29.8億元，同比增長22.4%。從營收構成來看，四季度儘管受到疫情的不利影響，1P（自營）產品銷售收入仍保持了29.5%的較高增長，達到26.9億元，展現出自營業務的高度確定性。經過平臺業務效率優化，3P（平臺）服務收入爲2.9億元，平臺綜合收費率爲4.8%。從盈利情況來看，四季度集團取得non-GAAP經營利潤3457萬元，同比增長257.6%，也是本財年第三次實現單季度運營盈利，季度經調整經營利潤率從2021年同期的0.4%提升至1.2%，創歷史新高。在線下運營層面，四季度萬物新生持續擴大線下服務網絡，門店穩步擴張。截至2022年12月31日，萬物新生集團的線下門店已覆蓋全國266座城市，相比三季度末增加10座；四季度新開店116家，門店總數達1920家。2022年總營收近百億 non-GAAP層面","text":"北京時間3月13日，國內領先的二手消費電子產品交易和服務平臺萬物新生（愛回收）集團（紐交所股票代碼：RERE）發佈2022財年第四季度和全年業績報告。 財報顯示，2022年第四季度萬物新生集團總收入29.8億元，同比增長22.4%。四季度，萬物新生實現non-GAAP經營利潤3457萬元（經調整，不含員工股權激勵費用，無形資產的攤銷以及因收購產生的遞延成本，遞延成本、商譽及無形資產減值，下同），創下歷史新高。縱觀2022全年，萬物新生總收入同比增長26.9%達到98.7億元，平臺全年二手商品交易量達3200萬單，營收和業務規模均創新高。集團2022全年non-GAAP經營利潤爲690萬元，non-GAAP淨利潤爲5084萬元，首次實現了non-GAAP層面全年盈利，併產生正向經營性現金流8.8億元，現金流淨流入2.0億元。截至2022年末，集團綜合現金儲備總計28.0億元。 四季度營收創新高 non-GAAP經營層面持續盈利 2022年四季度，萬物新生集團營收達到歷史新高的29.8億元，同比增長22.4%。從營收構成來看，四季度儘管受到疫情的不利影響，1P（自營）產品銷售收入仍保持了29.5%的較高增長，達到26.9億元，展現出自營業務的高度確定性。經過平臺業務效率優化，3P（平臺）服務收入爲2.9億元，平臺綜合收費率爲4.8%。從盈利情況來看，四季度集團取得non-GAAP經營利潤3457萬元，同比增長257.6%，也是本財年第三次實現單季度運營盈利，季度經調整經營利潤率從2021年同期的0.4%提升至1.2%，創歷史新高。在線下運營層面，四季度萬物新生持續擴大線下服務網絡，門店穩步擴張。截至2022年12月31日，萬物新生集團的線下門店已覆蓋全國266座城市，相比三季度末增加10座；四季度新開店116家，門店總數達1920家。2022年總營收近百億 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典晶生物完成超過4000萬美元B輪融資，千驥資本領投","htmlText":"投資界2月28日消息，典晶生物醫藥科技（蘇州）有限公司（典晶生物）宣佈完成超過4000萬美元B輪融資，用於推進生物合成角膜及多個眼科創新藥物的臨牀研究。此輪融資由千驥資本領投，越秀產業基金、本草資本和元禾控股跟投，現有股東繼續加持。ARK舟渡資本在本次交易中擔任典晶生物的獨家財務顧問。 典晶生物成立於2020年初，是一家臨牀階段的生物技術公司，公司總部和研發中心位於蘇州工業園區生物醫藥產業園，在美國舊金山灣區設有國際臨牀和註冊中心。典晶生物創始人，董事長和首席執行官張金忠博士曾在美國知名大學擔任眼科學助理教授，並先後在美國博士倫、日本參天製藥和在納斯達克上市的兩家美國生物技術公司擔任高級領導職位。典晶生物核心管理團隊成員在全球著名生物醫藥公司有平均超過20年從事創新藥和醫療器械研發的經驗，曾領導和參與了數十個產品的研發和上市，包括年銷售額達幾十億美金的重磅產品。 典晶生物的一個聚焦方向是全球領先的重組人膠原蛋白技術。公司通過合成生物學技術表達具有三股螺旋結構的全長III型人膠原蛋白，並掌握了規模化生產工藝。以此爲材料製成的生物合成角膜可以治療與角膜盲相關的視力缺陷，解決捐獻角膜嚴重不足的問題，目前已啓動了全球第一個生物合成角膜三類醫療器械註冊臨牀試驗。除生物合成角膜外，具有三股螺旋結構的重組III型人膠原蛋白還在其它組織再生醫學領域有着廣泛的應用前景。 典晶生物於2020年底完成5000萬美元的A輪融資，由禮來亞洲基金，高瓴創投和泉創資本共同領投。在過去兩年多的時間裏，公司在團隊和管線建設方面都取得了令人矚目的成績，將利用B輪資金繼續開發全球創新的眼科管線和國際領先的重組人膠原蛋白技術平臺，以滿足中國和全球患者對於眼部疾病和醫用膠原蛋白產品的需求。公司非常感謝四家知名投資機構以及原有股東對典晶生物的認可和支持。 千驥資本執行董事張春燕表示：“典晶團隊憑藉在眼科創新療法的深厚","listText":"投資界2月28日消息，典晶生物醫藥科技（蘇州）有限公司（典晶生物）宣佈完成超過4000萬美元B輪融資，用於推進生物合成角膜及多個眼科創新藥物的臨牀研究。此輪融資由千驥資本領投，越秀產業基金、本草資本和元禾控股跟投，現有股東繼續加持。ARK舟渡資本在本次交易中擔任典晶生物的獨家財務顧問。 典晶生物成立於2020年初，是一家臨牀階段的生物技術公司，公司總部和研發中心位於蘇州工業園區生物醫藥產業園，在美國舊金山灣區設有國際臨牀和註冊中心。典晶生物創始人，董事長和首席執行官張金忠博士曾在美國知名大學擔任眼科學助理教授，並先後在美國博士倫、日本參天製藥和在納斯達克上市的兩家美國生物技術公司擔任高級領導職位。典晶生物核心管理團隊成員在全球著名生物醫藥公司有平均超過20年從事創新藥和醫療器械研發的經驗，曾領導和參與了數十個產品的研發和上市，包括年銷售額達幾十億美金的重磅產品。 典晶生物的一個聚焦方向是全球領先的重組人膠原蛋白技術。公司通過合成生物學技術表達具有三股螺旋結構的全長III型人膠原蛋白，並掌握了規模化生產工藝。以此爲材料製成的生物合成角膜可以治療與角膜盲相關的視力缺陷，解決捐獻角膜嚴重不足的問題，目前已啓動了全球第一個生物合成角膜三類醫療器械註冊臨牀試驗。除生物合成角膜外，具有三股螺旋結構的重組III型人膠原蛋白還在其它組織再生醫學領域有着廣泛的應用前景。 典晶生物於2020年底完成5000萬美元的A輪融資，由禮來亞洲基金，高瓴創投和泉創資本共同領投。在過去兩年多的時間裏，公司在團隊和管線建設方面都取得了令人矚目的成績，將利用B輪資金繼續開發全球創新的眼科管線和國際領先的重組人膠原蛋白技術平臺，以滿足中國和全球患者對於眼部疾病和醫用膠原蛋白產品的需求。公司非常感謝四家知名投資機構以及原有股東對典晶生物的認可和支持。 千驥資本執行董事張春燕表示：“典晶團隊憑藉在眼科創新療法的深厚","text":"投資界2月28日消息，典晶生物醫藥科技（蘇州）有限公司（典晶生物）宣佈完成超過4000萬美元B輪融資，用於推進生物合成角膜及多個眼科創新藥物的臨牀研究。此輪融資由千驥資本領投，越秀產業基金、本草資本和元禾控股跟投，現有股東繼續加持。ARK舟渡資本在本次交易中擔任典晶生物的獨家財務顧問。 典晶生物成立於2020年初，是一家臨牀階段的生物技術公司，公司總部和研發中心位於蘇州工業園區生物醫藥產業園，在美國舊金山灣區設有國際臨牀和註冊中心。典晶生物創始人，董事長和首席執行官張金忠博士曾在美國知名大學擔任眼科學助理教授，並先後在美國博士倫、日本參天製藥和在納斯達克上市的兩家美國生物技術公司擔任高級領導職位。典晶生物核心管理團隊成員在全球著名生物醫藥公司有平均超過20年從事創新藥和醫療器械研發的經驗，曾領導和參與了數十個產品的研發和上市，包括年銷售額達幾十億美金的重磅產品。 典晶生物的一個聚焦方向是全球領先的重組人膠原蛋白技術。公司通過合成生物學技術表達具有三股螺旋結構的全長III型人膠原蛋白，並掌握了規模化生產工藝。以此爲材料製成的生物合成角膜可以治療與角膜盲相關的視力缺陷，解決捐獻角膜嚴重不足的問題，目前已啓動了全球第一個生物合成角膜三類醫療器械註冊臨牀試驗。除生物合成角膜外，具有三股螺旋結構的重組III型人膠原蛋白還在其它組織再生醫學領域有着廣泛的應用前景。 典晶生物於2020年底完成5000萬美元的A輪融資，由禮來亞洲基金，高瓴創投和泉創資本共同領投。在過去兩年多的時間裏，公司在團隊和管線建設方面都取得了令人矚目的成績，將利用B輪資金繼續開發全球創新的眼科管線和國際領先的重組人膠原蛋白技術平臺，以滿足中國和全球患者對於眼部疾病和醫用膠原蛋白產品的需求。公司非常感謝四家知名投資機構以及原有股東對典晶生物的認可和支持。 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&nbsp; &nbsp; &nbsp;預製菜無疑成爲了一道強力風口。&nbsp; &nbsp; &nbsp; &nbsp;京東數據顯示，春節期間預製菜成交額同比增長超6倍。&nbsp; &nbsp; &nbsp; &nbsp;所謂預製菜，引自華創證券的說法，指以農產品和肉類爲原料，經預加工而成的成品或半成品，其本質仍是菜，如酸菜魚、小龍蝦等。&nbsp; &nbsp; &nbsp; &nbsp;當前預製菜已是一座巨大的市場金礦。據中國產業信息網統計，2021年預製菜市場規模爲3459億，預計到2026年將超萬億，2022-2026年複合增速達20.6%。&nbsp; &nbsp; &nbsp; &nbsp;在行業內“動靜”最大的，當屬安井食品、三全食品和思念食品等速凍食品巨頭。&nbsp; &nbsp; &nbsp; &nbsp;相對於其他企業，速凍企業的優勢在於冷鏈和加工，能更好地解決標準化和運輸中的商品損耗和成本問題，做預製菜可謂得天獨厚。&nbsp; &nbsp; &nbsp; &nbsp;而率先搶佔預製菜高地的，是安井食品。&nbsp; &nbsp; &nbsp; &nbsp;安井的速凍菜餚業務佈局較早，2018年就成立了凍品先生，聚焦C端，並在2021年和2022年收購了新宏業、新柳伍，重點發展小龍蝦；2022年5月還成立了安井小廚事業部，以B端爲主。&nbsp; &nbsp; &nbsp; &nbsp;當下安井的預製菜業務已經迎來了豐收時刻。其在2018年就實現了3.95億營收，佔營收比重","listText":"&nbsp; &nbsp; &nbsp; &nbsp;作者：泰羅，編輯：小市妹&nbsp; &nbsp; &nbsp; &nbsp;2月10日，A股預製菜概念股發力。同慶樓、金陵飯店、味知香、西安飲食、大湖股份、華天酒店、國聯水產、安井食品、千味央廚等都在上漲。&nbsp; &nbsp; &nbsp; &nbsp;預製菜無疑成爲了一道強力風口。&nbsp; &nbsp; &nbsp; &nbsp;京東數據顯示，春節期間預製菜成交額同比增長超6倍。&nbsp; &nbsp; &nbsp; &nbsp;所謂預製菜，引自華創證券的說法，指以農產品和肉類爲原料，經預加工而成的成品或半成品，其本質仍是菜，如酸菜魚、小龍蝦等。&nbsp; &nbsp; &nbsp; &nbsp;當前預製菜已是一座巨大的市場金礦。據中國產業信息網統計，2021年預製菜市場規模爲3459億，預計到2026年將超萬億，2022-2026年複合增速達20.6%。&nbsp; &nbsp; &nbsp; &nbsp;在行業內“動靜”最大的，當屬安井食品、三全食品和思念食品等速凍食品巨頭。&nbsp; &nbsp; &nbsp; &nbsp;相對於其他企業，速凍企業的優勢在於冷鏈和加工，能更好地解決標準化和運輸中的商品損耗和成本問題，做預製菜可謂得天獨厚。&nbsp; &nbsp; &nbsp; &nbsp;而率先搶佔預製菜高地的，是安井食品。&nbsp; &nbsp; &nbsp; &nbsp;安井的速凍菜餚業務佈局較早，2018年就成立了凍品先生，聚焦C端，並在2021年和2022年收購了新宏業、新柳伍，重點發展小龍蝦；2022年5月還成立了安井小廚事業部，以B端爲主。&nbsp; &nbsp; &nbsp; &nbsp;當下安井的預製菜業務已經迎來了豐收時刻。其在2018年就實現了3.95億營收，佔營收比重","text":"作者：泰羅，編輯：小市妹 2月10日，A股預製菜概念股發力。同慶樓、金陵飯店、味知香、西安飲食、大湖股份、華天酒店、國聯水產、安井食品、千味央廚等都在上漲。 預製菜無疑成爲了一道強力風口。 京東數據顯示，春節期間預製菜成交額同比增長超6倍。 所謂預製菜，引自華創證券的說法，指以農產品和肉類爲原料，經預加工而成的成品或半成品，其本質仍是菜，如酸菜魚、小龍蝦等。 當前預製菜已是一座巨大的市場金礦。據中國產業信息網統計，2021年預製菜市場規模爲3459億，預計到2026年將超萬億，2022-2026年複合增速達20.6%。 在行業內“動靜”最大的，當屬安井食品、三全食品和思念食品等速凍食品巨頭。 相對於其他企業，速凍企業的優勢在於冷鏈和加工，能更好地解決標準化和運輸中的商品損耗和成本問題，做預製菜可謂得天獨厚。 而率先搶佔預製菜高地的，是安井食品。 安井的速凍菜餚業務佈局較早，2018年就成立了凍品先生，聚焦C端，並在2021年和2022年收購了新宏業、新柳伍，重點發展小龍蝦；2022年5月還成立了安井小廚事業部，以B端爲主。 當下安井的預製菜業務已經迎來了豐收時刻。其在2018年就實現了3.95億營收，佔營收比重","images":[{"img":"https://static.tigerbbs.com/122932b4e86a2cd52647d431974ba3db","width":"4317","height":"2428"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625917819","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955951146,"gmtCreate":1675159480586,"gmtModify":1676538980386,"author":{"id":"4092568421615420","authorId":"4092568421615420","name":"Helena 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Research和Canalys對中國手機市場的全年出貨量均做出了接近20%左右同比下滑的調研結論。從工信部旗下的中國信通院數據來看，這個降幅甚至還是相對樂觀的估計。（圖源：IDC）從結果來看，儘管降幅不低，但是vivo還是憑藉自身硬實力以18.6%成功坐上了國內市場出貨量第一的寶座。如此優異的市場成績，除了vivo始終堅持的機海戰術（全年發佈產品超50款）以外，憑藉在X系列上的投入研究，vivo去年在高端市場上建立了良好的口碑，去年的X80/X90系列就有很好的線下市場表現，再加上自家的子品牌iQOO實現全年同比增長26.9%，加強線上渠道競爭力，銷量表現自然是相當不錯。（圖源：vivo）在2022年TOP5廠商中，只有榮耀實現了同比","listText":"如果說2020年的疫情打亂了大家生活的常態，2021年的芯片短缺是可以預見的疫情餘震，那麼2022年全年的疫情反覆，則是很多廠商都沒有料到的。奧密克戎的入侵，讓國內一線城市驟然吹起了疫情擴散的警報鈴，不僅影響了人們的日常生活，也不僅對大家熟悉的數碼產業帶來了關鍵影響。根據國際數據公司IDC最新發布的手機季度跟蹤報告顯示，2022年第四季度，中國智能手機市場出貨量約7292萬臺，同比下降12.6%；2022年全年中國智能手機市場出貨量約2.86億臺，同比下降13.2%，創有史以來最大降幅。這也是10年以來，中國智能手機出貨量首次跌破3億臺大關。事實上，從#年輕人爲什麼不愛換手機了#話題多次上微博熱搜就能看出，過去一年的手機出貨量很有可能會創下近幾年新低。面對如此萎靡的市場，到底有多少手機廠商選擇了穩健保守的運營策略，又有哪些手機廠商選擇主動出擊，試圖在這寒冬抓到一束暖陽？國內市場：vivo稱王，榮耀逆襲消費需求的下滑，是今年手機市場的典型特徵。儘管目前尚未全部出爐，但是目前全球四家主要的權威調研機構IDC、Counterpoint、CINNO Research和Canalys對中國手機市場的全年出貨量均做出了接近20%左右同比下滑的調研結論。從工信部旗下的中國信通院數據來看，這個降幅甚至還是相對樂觀的估計。（圖源：IDC）從結果來看，儘管降幅不低，但是vivo還是憑藉自身硬實力以18.6%成功坐上了國內市場出貨量第一的寶座。如此優異的市場成績，除了vivo始終堅持的機海戰術（全年發佈產品超50款）以外，憑藉在X系列上的投入研究，vivo去年在高端市場上建立了良好的口碑，去年的X80/X90系列就有很好的線下市場表現，再加上自家的子品牌iQOO實現全年同比增長26.9%，加強線上渠道競爭力，銷量表現自然是相當不錯。（圖源：vivo）在2022年TOP5廠商中，只有榮耀實現了同比","text":"如果說2020年的疫情打亂了大家生活的常態，2021年的芯片短缺是可以預見的疫情餘震，那麼2022年全年的疫情反覆，則是很多廠商都沒有料到的。奧密克戎的入侵，讓國內一線城市驟然吹起了疫情擴散的警報鈴，不僅影響了人們的日常生活，也不僅對大家熟悉的數碼產業帶來了關鍵影響。根據國際數據公司IDC最新發布的手機季度跟蹤報告顯示，2022年第四季度，中國智能手機市場出貨量約7292萬臺，同比下降12.6%；2022年全年中國智能手機市場出貨量約2.86億臺，同比下降13.2%，創有史以來最大降幅。這也是10年以來，中國智能手機出貨量首次跌破3億臺大關。事實上，從#年輕人爲什麼不愛換手機了#話題多次上微博熱搜就能看出，過去一年的手機出貨量很有可能會創下近幾年新低。面對如此萎靡的市場，到底有多少手機廠商選擇了穩健保守的運營策略，又有哪些手機廠商選擇主動出擊，試圖在這寒冬抓到一束暖陽？國內市場：vivo稱王，榮耀逆襲消費需求的下滑，是今年手機市場的典型特徵。儘管目前尚未全部出爐，但是目前全球四家主要的權威調研機構IDC、Counterpoint、CINNO Research和Canalys對中國手機市場的全年出貨量均做出了接近20%左右同比下滑的調研結論。從工信部旗下的中國信通院數據來看，這個降幅甚至還是相對樂觀的估計。（圖源：IDC）從結果來看，儘管降幅不低，但是vivo還是憑藉自身硬實力以18.6%成功坐上了國內市場出貨量第一的寶座。如此優異的市場成績，除了vivo始終堅持的機海戰術（全年發佈產品超50款）以外，憑藉在X系列上的投入研究，vivo去年在高端市場上建立了良好的口碑，去年的X80/X90系列就有很好的線下市場表現，再加上自家的子品牌iQOO實現全年同比增長26.9%，加強線上渠道競爭力，銷量表現自然是相當不錯。（圖源：vivo）在2022年TOP5廠商中，只有榮耀實現了同比","images":[{"img":"https://static.tigerbbs.com/efc4cb90e8fe729f8a94b0aa0c839525","width":"1526","height":"904"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622983954","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952781026,"gmtCreate":1674978123365,"gmtModify":1676538969175,"author":{"id":"4092568421615420","authorId":"4092568421615420","name":"Helena 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Why ? Read On !","htmlText":"There is a Cantonese saying that goes something like this \"作熟好過作生\" that literally translates as \"it is better to deal with the familiar than the new/unknown\". Apply this approach to the topic of&nbsp;\"Which&nbsp;stock&nbsp;would I pick&nbsp;for&nbsp;swing&nbsp;trading?\" I ended up with stock -&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/CEI\">$Camber Energy(CEI)$</a>&nbsp; It is a \"nostalgic\" stock pick because it was my \"Sell\" trade in Dec 2022.&nbsp;I have a post to prove it as well.&nbsp;&nbsp;<a href=\"https://ttm.financial/post/9927660140\" target=\"_blank\">Click here </a>&nbsp;to read about it.&nbsp;LOL ! For those who have been reading my posts for a while, you would've known by now that I am keen in Energy stocks amongst others. Been trying to keep tab of all news \"energy\". D","listText":"There is a Cantonese saying that goes something like this \"作熟好過作生\" that literally translates as \"it is better to deal with the familiar than the new/unknown\". Apply this approach to the topic of&nbsp;\"Which&nbsp;stock&nbsp;would I pick&nbsp;for&nbsp;swing&nbsp;trading?\" I ended up with stock -&nbsp;<a target=\"_blank\" href=\"https://ttm.financial/S/CEI\">$Camber Energy(CEI)$</a>&nbsp; It is a \"nostalgic\" stock pick because it was my \"Sell\" trade in Dec 2022.&nbsp;I have a post to prove it as well.&nbsp;&nbsp;<a href=\"https://ttm.financial/post/9927660140\" target=\"_blank\">Click here </a>&nbsp;to read about it.&nbsp;LOL ! For those who have been reading my posts for a while, you would've known by now that I am keen in Energy stocks amongst others. Been trying to keep tab of all news \"energy\". D","text":"There is a Cantonese saying that goes something like this \"作熟好過作生\" that literally translates as \"it is better to deal with the familiar than the new/unknown\". Apply this approach to the topic of \"Which stock would I pick for swing trading?\" I ended up with stock - $Camber Energy(CEI)$ It is a \"nostalgic\" stock pick because it was my \"Sell\" trade in Dec 2022. I have a post to prove it as well. Click here to read about it. LOL ! For those who have been reading my posts for a while, you would've known by now that I am keen in Energy stocks amongst others. Been trying to keep tab of all news \"energy\". D","images":[{"img":"https://community-static.tradeup.com/news/849e6e3560f0c73cb894c74a720329a4","width":"632","height":"307"},{"img":"https://community-static.tradeup.com/news/a435d0837c92b78219d652c17609ef4a","width":"632","height":"339"},{"img":"https://community-static.tradeup.com/news/0106641d5af01ddb22a6b5c584d89f0b","width":"632","height":"81"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952736774","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952783795,"gmtCreate":1674978089117,"gmtModify":1676538969175,"author":{"id":"4092568421615420","authorId":"4092568421615420","name":"Helena 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\n","listText":"挖掘50%的利潤！馬斯克又要有好事！AAPL悄悄地漲！YINN、AMC、XBI、PFE、CHPT、NIO、FCX、AAL、AAPL、NNDM、OXY","text":"挖掘50%的利潤！馬斯克又要有好事！AAPL悄悄地漲！YINN、AMC、XBI、PFE、CHPT、NIO、FCX、AAL、AAPL、NNDM、OXY","images":[{"img":"https://static.tigerbbs.com/cc2b95aea763d85b1bd94ce2f325bde8","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626742084","isVote":1,"tweetType":2,"object":{"id":"1db37b446dd646b8b347a50ff1ecf3db","tweetId":"626742084","title":"挖掘50%的利润！马斯克又要有好事！AAPL悄悄地涨！YINN、AMC、XBI、PFE、CHPT、NIO、FCX、AAL、AAPL、NNDM、OXY","videoUrl":"http://v.tigerbbs.com/16749498680756d8f00a3f9ccd33701c37778a51f6684.mp4","poster":"https://static.tigerbbs.com/cc2b95aea763d85b1bd94ce2f325bde8","shareLink":"http://v.tigerbbs.com/16749498680756d8f00a3f9ccd33701c37778a51f6684.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926885018,"gmtCreate":1671510274334,"gmtModify":1676538548258,"author":{"id":"4092568421615420","authorId":"4092568421615420","name":"Helena Singapore","avatar":"https://static.tigerbbs.com/c2f94e0e3b4270799d9294e8a7636ab0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092568421615420","authorIdStr":"4092568421615420"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926885018","repostId":"9926912222","repostType":1,"repost":{"id":9926912222,"gmtCreate":1671444092467,"gmtModify":1676538537277,"author":{"id":"4103845736937630","authorId":"4103845736937630","name":"到底什么值得买啊","avatar":"https://community-static.tradeup.com/news/08fc7818d31bc1754ccfba6add6ab160","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103845736937630","authorIdStr":"4103845736937630"},"themes":[],"htmlText":"防疫放開後的疫情高峯逐漸過去，受此影響版號的發放也應該會恢復，這次恢復後應該就不會再輕易停止了，這方面的市場風險也就大大降低了，應該恢復到疫情之前了。 <a href=\"https://ttm.financial/S/00700\">$騰訊控股(00700)$&nbsp;</a><a href=\"https://ttm.financial/S/09999\">$網易-S(09999)$ &nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/00302\">$中手遊(00302)$ &nbsp;</a>&nbsp;","listText":"防疫放開後的疫情高峯逐漸過去，受此影響版號的發放也應該會恢復，這次恢復後應該就不會再輕易停止了，這方面的市場風險也就大大降低了，應該恢復到疫情之前了。 <a href=\"https://ttm.financial/S/00700\">$騰訊控股(00700)$&nbsp;</a><a href=\"https://ttm.financial/S/09999\">$網易-S(09999)$ &nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/00302\">$中手遊(00302)$ &nbsp;</a>&nbsp;","text":"防疫放開後的疫情高峯逐漸過去，受此影響版號的發放也應該會恢復，這次恢復後應該就不會再輕易停止了，這方面的市場風險也就大大降低了，應該恢復到疫情之前了。 $騰訊控股(00700)$ $網易-S(09999)$ $中手遊(00302)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926912222","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961601276,"gmtCreate":1668921549295,"gmtModify":1676538128882,"author":{"id":"4092568421615420","authorId":"4092568421615420","name":"Helena Singapore","avatar":"https://static.tigerbbs.com/c2f94e0e3b4270799d9294e8a7636ab0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092568421615420","authorIdStr":"4092568421615420"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961601276","repostId":"667685976","repostType":1,"repost":{"id":667685976,"gmtCreate":1668758620097,"gmtModify":1676538109344,"author":{"id":"4114262227265950","authorId":"4114262227265950","name":"财闻网","avatar":"https://static.tigerbbs.com/e39edfdd3ad7e314ac6b9f3ca27aab6c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114262227265950","authorIdStr":"4114262227265950"},"themes":[],"title":"全球智能手機已進入存量市場，超高端市場成高增長陣營","htmlText":"全球智能手機出貨量在2017年見頂，隨後陷入停滯，2021年受益G手機換機潮，全球手機銷售曾出現短暫復甦，但在2021年下半年開始再次進入下行期，出貨量持續萎靡。根據IDC數據，2022年1-9月全球智能手機出貨量僅爲9.02億臺，相比2021年同期下降 8.88%。國內方面，根據工信部數據，2022年1-8月國內智能手機出貨總量爲1.71億部，相比上年同期減少22.94%，下降幅度大於全球平均水平。超高端手機市場銷量持續增長根據 Counterpoint Research 的數據，本季度全球高端（400美元及以上批發 ASP）智能手機市場銷量同比下降8%，但仍優於整體智能手機市場，後者下降 10%。市場脈搏服務.這是高端市場連續第八個季度的表現超過整體智能手機市場的增長。三星的份額有所下降。這主要是因爲Galaxy S22系列的發佈時間比 S21 系列在 2021 年的發佈時間有所延遲。但是S22系列的整體表現不錯。Galaxy S22 Ultra 結合了S系列和 Note系列的精華，大獲成功。它是 2022 年第一季度高端市場中最暢銷的安卓智能手機。小米連續第三個季度保持在高端市場的第三大品牌。緊隨小米之後的是OPPO和vivo。自 2021 年以來，小米、OPPO 和Vivo 在高端市場中中國市場的銷售貢獻有所下降。由三星主導的可摺疊產品也在慢慢獲得關注。高端市場的可摺疊產品銷量同比增長 184%，儘管基數較小，佔高端市場總銷量的 3%。越來越多的智能手機制造商正在進入可摺疊手機市場，隨着價格的下降，可摺疊手機可能會變得更加主流。儘管高端市場的銷量同比下降，但其重要性卻在增加，近十分之三的智能手機銷售來自高端市場；第一季度的最高份額。由於平均售價（ASP）的增加，銷售額略有增長（同比增長 0.5%）。本季度，僅高端市場就佔全球智能手機價值的近三分之二，也達到了第一季度","listText":"全球智能手機出貨量在2017年見頂，隨後陷入停滯，2021年受益G手機換機潮，全球手機銷售曾出現短暫復甦，但在2021年下半年開始再次進入下行期，出貨量持續萎靡。根據IDC數據，2022年1-9月全球智能手機出貨量僅爲9.02億臺，相比2021年同期下降 8.88%。國內方面，根據工信部數據，2022年1-8月國內智能手機出貨總量爲1.71億部，相比上年同期減少22.94%，下降幅度大於全球平均水平。超高端手機市場銷量持續增長根據 Counterpoint Research 的數據，本季度全球高端（400美元及以上批發 ASP）智能手機市場銷量同比下降8%，但仍優於整體智能手機市場，後者下降 10%。市場脈搏服務.這是高端市場連續第八個季度的表現超過整體智能手機市場的增長。三星的份額有所下降。這主要是因爲Galaxy S22系列的發佈時間比 S21 系列在 2021 年的發佈時間有所延遲。但是S22系列的整體表現不錯。Galaxy S22 Ultra 結合了S系列和 Note系列的精華，大獲成功。它是 2022 年第一季度高端市場中最暢銷的安卓智能手機。小米連續第三個季度保持在高端市場的第三大品牌。緊隨小米之後的是OPPO和vivo。自 2021 年以來，小米、OPPO 和Vivo 在高端市場中中國市場的銷售貢獻有所下降。由三星主導的可摺疊產品也在慢慢獲得關注。高端市場的可摺疊產品銷量同比增長 184%，儘管基數較小，佔高端市場總銷量的 3%。越來越多的智能手機制造商正在進入可摺疊手機市場，隨着價格的下降，可摺疊手機可能會變得更加主流。儘管高端市場的銷量同比下降，但其重要性卻在增加，近十分之三的智能手機銷售來自高端市場；第一季度的最高份額。由於平均售價（ASP）的增加，銷售額略有增長（同比增長 0.5%）。本季度，僅高端市場就佔全球智能手機價值的近三分之二，也達到了第一季度","text":"全球智能手機出貨量在2017年見頂，隨後陷入停滯，2021年受益G手機換機潮，全球手機銷售曾出現短暫復甦，但在2021年下半年開始再次進入下行期，出貨量持續萎靡。根據IDC數據，2022年1-9月全球智能手機出貨量僅爲9.02億臺，相比2021年同期下降 8.88%。國內方面，根據工信部數據，2022年1-8月國內智能手機出貨總量爲1.71億部，相比上年同期減少22.94%，下降幅度大於全球平均水平。超高端手機市場銷量持續增長根據 Counterpoint Research 的數據，本季度全球高端（400美元及以上批發 ASP）智能手機市場銷量同比下降8%，但仍優於整體智能手機市場，後者下降 10%。市場脈搏服務.這是高端市場連續第八個季度的表現超過整體智能手機市場的增長。三星的份額有所下降。這主要是因爲Galaxy S22系列的發佈時間比 S21 系列在 2021 年的發佈時間有所延遲。但是S22系列的整體表現不錯。Galaxy S22 Ultra 結合了S系列和 Note系列的精華，大獲成功。它是 2022 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Ratio）低於某個百分比時強制觸發彌補虧損條款，屆時投資者手上的債券將會被強制轉換成銀行新發行的普通股。 原先，Coco債券持有人持債到期就可以收取7%-8%收息，即使觸發強制換股，也算有股票在手，但今次事件連股票也收不到，被清零，可謂晴天霹靂。 1) 160億瑞郎(約1,355.46億港元)的瑞信AT1債券(額外一級資本債券)「變廢紙」，雖然金額未馬上令其它大型金融機構破產，但預計陸續會有銀行和保險公司公佈損失，匯豐今天跌近6%，跌穿$50。匯豐其中一批Coco債今天由$95跌超過10%至$85。暫時遠離銀行股。 2) 此事令投資者對銀行業的信心受到打擊，重新審視銀行AT1債券風險，引發金融衝擊。多間上市銀行的AT1債券價格跌近10%，又導致全球市場的Coco債券市價下跌，導致下一個風波? 現時全球的AT1市場高達2750億美元，CDS導致雷曼破產時，市值是6000億美元。 3) 瑞士今次搬龍門，股東早於最高等級的債券持有人收到錢，打破三觀，將來銀行發債成本提高，大大影響銀行股將來的盈利率。 4) UBS的CDS升超過2%以上，大家將來對UBS甚至投資銀行的信心餘下多少？暫時遠離投資有發行CDS的投資銀行或保險公司。 5) 美聯儲和ECB沒有辦法，很有可能要盡快提早減息，和重新注入更多流動性入市場，加劇未解決的通脹問題，影響各行各業特別是製作業。 6) 在危機減卻後，若未能及時收水便變成QE，黃金和美元計價的資產有機會像2009年和2020年一樣升。亞洲例如香港、阿聯酋的金融和房地產市場比較穩定，房地產市場或有機會在稍後時間有不錯的升勢。 7) 傳統銀行再次出問題，加","listText":"瑞信被收購後，手上的AT1債券被清零，AT1是Coco債券Contingent Convertible Bond）的一種銀行發出的企業債，在覈心一級資本充足比率（CET1 Capital Adequacy Ratio）低於某個百分比時強制觸發彌補虧損條款，屆時投資者手上的債券將會被強制轉換成銀行新發行的普通股。 原先，Coco債券持有人持債到期就可以收取7%-8%收息，即使觸發強制換股，也算有股票在手，但今次事件連股票也收不到，被清零，可謂晴天霹靂。 1) 160億瑞郎(約1,355.46億港元)的瑞信AT1債券(額外一級資本債券)「變廢紙」，雖然金額未馬上令其它大型金融機構破產，但預計陸續會有銀行和保險公司公佈損失，匯豐今天跌近6%，跌穿$50。匯豐其中一批Coco債今天由$95跌超過10%至$85。暫時遠離銀行股。 2) 此事令投資者對銀行業的信心受到打擊，重新審視銀行AT1債券風險，引發金融衝擊。多間上市銀行的AT1債券價格跌近10%，又導致全球市場的Coco債券市價下跌，導致下一個風波? 現時全球的AT1市場高達2750億美元，CDS導致雷曼破產時，市值是6000億美元。 3) 瑞士今次搬龍門，股東早於最高等級的債券持有人收到錢，打破三觀，將來銀行發債成本提高，大大影響銀行股將來的盈利率。 4) UBS的CDS升超過2%以上，大家將來對UBS甚至投資銀行的信心餘下多少？暫時遠離投資有發行CDS的投資銀行或保險公司。 5) 美聯儲和ECB沒有辦法，很有可能要盡快提早減息，和重新注入更多流動性入市場，加劇未解決的通脹問題，影響各行各業特別是製作業。 6) 在危機減卻後，若未能及時收水便變成QE，黃金和美元計價的資產有機會像2009年和2020年一樣升。亞洲例如香港、阿聯酋的金融和房地產市場比較穩定，房地產市場或有機會在稍後時間有不錯的升勢。 7) 傳統銀行再次出問題，加","text":"瑞信被收購後，手上的AT1債券被清零，AT1是Coco債券Contingent Convertible Bond）的一種銀行發出的企業債，在覈心一級資本充足比率（CET1 Capital Adequacy Ratio）低於某個百分比時強制觸發彌補虧損條款，屆時投資者手上的債券將會被強制轉換成銀行新發行的普通股。 原先，Coco債券持有人持債到期就可以收取7%-8%收息，即使觸發強制換股，也算有股票在手，但今次事件連股票也收不到，被清零，可謂晴天霹靂。 1) 160億瑞郎(約1,355.46億港元)的瑞信AT1債券(額外一級資本債券)「變廢紙」，雖然金額未馬上令其它大型金融機構破產，但預計陸續會有銀行和保險公司公佈損失，匯豐今天跌近6%，跌穿$50。匯豐其中一批Coco債今天由$95跌超過10%至$85。暫時遠離銀行股。 2) 此事令投資者對銀行業的信心受到打擊，重新審視銀行AT1債券風險，引發金融衝擊。多間上市銀行的AT1債券價格跌近10%，又導致全球市場的Coco債券市價下跌，導致下一個風波? 現時全球的AT1市場高達2750億美元，CDS導致雷曼破產時，市值是6000億美元。 3) 瑞士今次搬龍門，股東早於最高等級的債券持有人收到錢，打破三觀，將來銀行發債成本提高，大大影響銀行股將來的盈利率。 4) UBS的CDS升超過2%以上，大家將來對UBS甚至投資銀行的信心餘下多少？暫時遠離投資有發行CDS的投資銀行或保險公司。 5) 美聯儲和ECB沒有辦法，很有可能要盡快提早減息，和重新注入更多流動性入市場，加劇未解決的通脹問題，影響各行各業特別是製作業。 6) 在危機減卻後，若未能及時收水便變成QE，黃金和美元計價的資產有機會像2009年和2020年一樣升。亞洲例如香港、阿聯酋的金融和房地產市場比較穩定，房地產市場或有機會在稍後時間有不錯的升勢。 7) 傳統銀行再次出問題，加","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943632913","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185275350124082","authorId":"4185275350124082","name":"Lu 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Singapore","avatar":"https://static.tigerbbs.com/c2f94e0e3b4270799d9294e8a7636ab0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092568421615420","authorIdStr":"4092568421615420"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957735889","repostId":"624271158","repostType":1,"repost":{"id":624271158,"gmtCreate":1677542400000,"gmtModify":1677542400000,"author":{"id":"3579560926082632","authorId":"3579560926082632","name":"投资界","avatar":"https://static.tigerbbs.com/6a09632062f91283b4308e641ec08979","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579560926082632","authorIdStr":"3579560926082632"},"themes":[],"title":"首發 | 典晶生物完成超過4000萬美元B輪融資，千驥資本領投","htmlText":"投資界2月28日消息，典晶生物醫藥科技（蘇州）有限公司（典晶生物）宣佈完成超過4000萬美元B輪融資，用於推進生物合成角膜及多個眼科創新藥物的臨牀研究。此輪融資由千驥資本領投，越秀產業基金、本草資本和元禾控股跟投，現有股東繼續加持。ARK舟渡資本在本次交易中擔任典晶生物的獨家財務顧問。 典晶生物成立於2020年初，是一家臨牀階段的生物技術公司，公司總部和研發中心位於蘇州工業園區生物醫藥產業園，在美國舊金山灣區設有國際臨牀和註冊中心。典晶生物創始人，董事長和首席執行官張金忠博士曾在美國知名大學擔任眼科學助理教授，並先後在美國博士倫、日本參天製藥和在納斯達克上市的兩家美國生物技術公司擔任高級領導職位。典晶生物核心管理團隊成員在全球著名生物醫藥公司有平均超過20年從事創新藥和醫療器械研發的經驗，曾領導和參與了數十個產品的研發和上市，包括年銷售額達幾十億美金的重磅產品。 典晶生物的一個聚焦方向是全球領先的重組人膠原蛋白技術。公司通過合成生物學技術表達具有三股螺旋結構的全長III型人膠原蛋白，並掌握了規模化生產工藝。以此爲材料製成的生物合成角膜可以治療與角膜盲相關的視力缺陷，解決捐獻角膜嚴重不足的問題，目前已啓動了全球第一個生物合成角膜三類醫療器械註冊臨牀試驗。除生物合成角膜外，具有三股螺旋結構的重組III型人膠原蛋白還在其它組織再生醫學領域有着廣泛的應用前景。 典晶生物於2020年底完成5000萬美元的A輪融資，由禮來亞洲基金，高瓴創投和泉創資本共同領投。在過去兩年多的時間裏，公司在團隊和管線建設方面都取得了令人矚目的成績，將利用B輪資金繼續開發全球創新的眼科管線和國際領先的重組人膠原蛋白技術平臺，以滿足中國和全球患者對於眼部疾病和醫用膠原蛋白產品的需求。公司非常感謝四家知名投資機構以及原有股東對典晶生物的認可和支持。 千驥資本執行董事張春燕表示：“典晶團隊憑藉在眼科創新療法的深厚","listText":"投資界2月28日消息，典晶生物醫藥科技（蘇州）有限公司（典晶生物）宣佈完成超過4000萬美元B輪融資，用於推進生物合成角膜及多個眼科創新藥物的臨牀研究。此輪融資由千驥資本領投，越秀產業基金、本草資本和元禾控股跟投，現有股東繼續加持。ARK舟渡資本在本次交易中擔任典晶生物的獨家財務顧問。 典晶生物成立於2020年初，是一家臨牀階段的生物技術公司，公司總部和研發中心位於蘇州工業園區生物醫藥產業園，在美國舊金山灣區設有國際臨牀和註冊中心。典晶生物創始人，董事長和首席執行官張金忠博士曾在美國知名大學擔任眼科學助理教授，並先後在美國博士倫、日本參天製藥和在納斯達克上市的兩家美國生物技術公司擔任高級領導職位。典晶生物核心管理團隊成員在全球著名生物醫藥公司有平均超過20年從事創新藥和醫療器械研發的經驗，曾領導和參與了數十個產品的研發和上市，包括年銷售額達幾十億美金的重磅產品。 典晶生物的一個聚焦方向是全球領先的重組人膠原蛋白技術。公司通過合成生物學技術表達具有三股螺旋結構的全長III型人膠原蛋白，並掌握了規模化生產工藝。以此爲材料製成的生物合成角膜可以治療與角膜盲相關的視力缺陷，解決捐獻角膜嚴重不足的問題，目前已啓動了全球第一個生物合成角膜三類醫療器械註冊臨牀試驗。除生物合成角膜外，具有三股螺旋結構的重組III型人膠原蛋白還在其它組織再生醫學領域有着廣泛的應用前景。 典晶生物於2020年底完成5000萬美元的A輪融資，由禮來亞洲基金，高瓴創投和泉創資本共同領投。在過去兩年多的時間裏，公司在團隊和管線建設方面都取得了令人矚目的成績，將利用B輪資金繼續開發全球創新的眼科管線和國際領先的重組人膠原蛋白技術平臺，以滿足中國和全球患者對於眼部疾病和醫用膠原蛋白產品的需求。公司非常感謝四家知名投資機構以及原有股東對典晶生物的認可和支持。 千驥資本執行董事張春燕表示：“典晶團隊憑藉在眼科創新療法的深厚","text":"投資界2月28日消息，典晶生物醫藥科技（蘇州）有限公司（典晶生物）宣佈完成超過4000萬美元B輪融資，用於推進生物合成角膜及多個眼科創新藥物的臨牀研究。此輪融資由千驥資本領投，越秀產業基金、本草資本和元禾控股跟投，現有股東繼續加持。ARK舟渡資本在本次交易中擔任典晶生物的獨家財務顧問。 典晶生物成立於2020年初，是一家臨牀階段的生物技術公司，公司總部和研發中心位於蘇州工業園區生物醫藥產業園，在美國舊金山灣區設有國際臨牀和註冊中心。典晶生物創始人，董事長和首席執行官張金忠博士曾在美國知名大學擔任眼科學助理教授，並先後在美國博士倫、日本參天製藥和在納斯達克上市的兩家美國生物技術公司擔任高級領導職位。典晶生物核心管理團隊成員在全球著名生物醫藥公司有平均超過20年從事創新藥和醫療器械研發的經驗，曾領導和參與了數十個產品的研發和上市，包括年銷售額達幾十億美金的重磅產品。 典晶生物的一個聚焦方向是全球領先的重組人膠原蛋白技術。公司通過合成生物學技術表達具有三股螺旋結構的全長III型人膠原蛋白，並掌握了規模化生產工藝。以此爲材料製成的生物合成角膜可以治療與角膜盲相關的視力缺陷，解決捐獻角膜嚴重不足的問題，目前已啓動了全球第一個生物合成角膜三類醫療器械註冊臨牀試驗。除生物合成角膜外，具有三股螺旋結構的重組III型人膠原蛋白還在其它組織再生醫學領域有着廣泛的應用前景。 典晶生物於2020年底完成5000萬美元的A輪融資，由禮來亞洲基金，高瓴創投和泉創資本共同領投。在過去兩年多的時間裏，公司在團隊和管線建設方面都取得了令人矚目的成績，將利用B輪資金繼續開發全球創新的眼科管線和國際領先的重組人膠原蛋白技術平臺，以滿足中國和全球患者對於眼部疾病和醫用膠原蛋白產品的需求。公司非常感謝四家知名投資機構以及原有股東對典晶生物的認可和支持。 千驥資本執行董事張春燕表示：“典晶團隊憑藉在眼科創新療法的深厚","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/624271158","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918421051,"gmtCreate":1664435870973,"gmtModify":1676537454991,"author":{"id":"4092568421615420","authorId":"4092568421615420","name":"Helena Singapore","avatar":"https://static.tigerbbs.com/c2f94e0e3b4270799d9294e8a7636ab0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092568421615420","authorIdStr":"4092568421615420"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>😭","listText":"<a 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&nbsp; &nbsp; &nbsp;預製菜無疑成爲了一道強力風口。&nbsp; &nbsp; &nbsp; &nbsp;京東數據顯示，春節期間預製菜成交額同比增長超6倍。&nbsp; &nbsp; &nbsp; &nbsp;所謂預製菜，引自華創證券的說法，指以農產品和肉類爲原料，經預加工而成的成品或半成品，其本質仍是菜，如酸菜魚、小龍蝦等。&nbsp; &nbsp; &nbsp; &nbsp;當前預製菜已是一座巨大的市場金礦。據中國產業信息網統計，2021年預製菜市場規模爲3459億，預計到2026年將超萬億，2022-2026年複合增速達20.6%。&nbsp; &nbsp; &nbsp; &nbsp;在行業內“動靜”最大的，當屬安井食品、三全食品和思念食品等速凍食品巨頭。&nbsp; &nbsp; &nbsp; &nbsp;相對於其他企業，速凍企業的優勢在於冷鏈和加工，能更好地解決標準化和運輸中的商品損耗和成本問題，做預製菜可謂得天獨厚。&nbsp; &nbsp; &nbsp; &nbsp;而率先搶佔預製菜高地的，是安井食品。&nbsp; &nbsp; &nbsp; &nbsp;安井的速凍菜餚業務佈局較早，2018年就成立了凍品先生，聚焦C端，並在2021年和2022年收購了新宏業、新柳伍，重點發展小龍蝦；2022年5月還成立了安井小廚事業部，以B端爲主。&nbsp; &nbsp; &nbsp; &nbsp;當下安井的預製菜業務已經迎來了豐收時刻。其在2018年就實現了3.95億營收，佔營收比重","listText":"&nbsp; &nbsp; &nbsp; &nbsp;作者：泰羅，編輯：小市妹&nbsp; &nbsp; &nbsp; &nbsp;2月10日，A股預製菜概念股發力。同慶樓、金陵飯店、味知香、西安飲食、大湖股份、華天酒店、國聯水產、安井食品、千味央廚等都在上漲。&nbsp; &nbsp; &nbsp; &nbsp;預製菜無疑成爲了一道強力風口。&nbsp; &nbsp; &nbsp; &nbsp;京東數據顯示，春節期間預製菜成交額同比增長超6倍。&nbsp; &nbsp; &nbsp; &nbsp;所謂預製菜，引自華創證券的說法，指以農產品和肉類爲原料，經預加工而成的成品或半成品，其本質仍是菜，如酸菜魚、小龍蝦等。&nbsp; &nbsp; 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