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Janny 99
2024-12-26
Janny 99
2025-02-23
$苹果(AAPL)$
Janny 99
10-09 12:15
hello
Janny 99
10-09 12:14
$苹果(AAPL)$
Janny 99
10-09 12:13
$苹果(AAPL)$
Janny 99
2022-05-21
OK
@科记汇新媒体:管清友：時代的一瞬間，對普通個體而言，可能就是幾代人的命運
Janny 99
2022-05-08
OK
@中指研究院:2022年1-4月淄博房地產企業銷售業績TOP10
Janny 99
2022-07-04
ok
Wenzhou's richest man battles Wall Street; JPMorgan Chase loses 800 million yuan.
Janny 99
2022-05-01
yes
@KYHBKO:BABA stock technical analysis
Janny 99
2024-12-26
Go to Tiger App to see more news
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99","avatar":"https://community-static.tradeup.com/news/073d8249f2efefe0cca55c7c1a2b520d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100586589107860","idStr":"4100586589107860"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/651994098","repostId":"651992294","repostType":1,"repost":{"id":651992294,"gmtCreate":1681390247321,"gmtModify":1681391098092,"author":{"id":"3471113037366681","authorId":"3471113037366681","name":"江玲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471113037366681","idStr":"3471113037366681"},"themes":[],"title":"每天關掉一家店 個護美妝零售巨頭屈臣氏要涼了？","htmlText":"圖片“20年前，一二線城市時尚年輕女性最愛逛的個護美妝門店，恐怕非屈臣氏莫屬。自從華人首富李嘉誠將其收至麾下，屈臣氏在內地一路高歌猛進，創下幾乎一天開一家門店的記錄。然而過去幾年，屈臣氏門庭冷落，業績不斷下滑。從一天開一家店，到一天關一家店，個護美妝零售巨頭屈臣氏究竟怎麼了？”作者/木木3月16日屈臣氏母公司發佈的2022年財報顯示，屈臣氏2022年全球總營收同比下滑2%，EBITDA（稅息折舊及攤銷前利潤）同比下滑11%，跌至2020年水平。中國市場的營收同比下滑23%，EBITDA下滑59%，是近9年來業績最差的一年。店鋪數量也自進入內地33年來首現負增長，全年關閉店面343家，總數跌破4000家，平均幾乎每天關一家。從店面年收益看，2021年全年總額544.87萬港元，僅僅是2014年的一半，去年同比又下滑了18.3%。消費者的親身感受比數字更直觀。十年前熙熙攘攘的屈臣氏門店，如今門可羅雀。消費者不大進去逛了，連店員似乎也沒了那些年的勁頭。有媒體報道稱，一些門店普通工作人員月薪從巔峯時期的萬元左右降到了現在的不足3000元。01進駐內地 迅速走紅一二線城市的70後、80後應該還隱約記得屈臣氏當年的輝煌。那時的屈臣氏有多牛？每逢週末，各大商圈的門店可用人山人海來形容，結賬處能排起長隊，一些熱門商品甚至往往要下手極快才能搶到。屈臣氏自有品牌的部分單品例如面膜、護手霜，更是當年的“網紅”，大學女生、寫字樓白領幾乎人手一盒。圖片誕生於1828年的屈臣氏，起初是家名不見經傳的“小藥房”。1981年被華人首富李嘉誠名下的和記黃埔收購後，屈臣氏搖身一變成了零售業的金鳳凰。進入內地後正趕上大衆消費飛速發展的階段，屈臣氏以其高辨識度的店面設計，劃分鮮明的產品區域、頗有吸引力的價格折扣、獨有的選品和高性價比的自有品牌產品，以及專業的導購服務在內地迅速捲起一股消費熱潮。彼時，49","listText":"圖片“20年前，一二線城市時尚年輕女性最愛逛的個護美妝門店，恐怕非屈臣氏莫屬。自從華人首富李嘉誠將其收至麾下，屈臣氏在內地一路高歌猛進，創下幾乎一天開一家門店的記錄。然而過去幾年，屈臣氏門庭冷落，業績不斷下滑。從一天開一家店，到一天關一家店，個護美妝零售巨頭屈臣氏究竟怎麼了？”作者/木木3月16日屈臣氏母公司發佈的2022年財報顯示，屈臣氏2022年全球總營收同比下滑2%，EBITDA（稅息折舊及攤銷前利潤）同比下滑11%，跌至2020年水平。中國市場的營收同比下滑23%，EBITDA下滑59%，是近9年來業績最差的一年。店鋪數量也自進入內地33年來首現負增長，全年關閉店面343家，總數跌破4000家，平均幾乎每天關一家。從店面年收益看，2021年全年總額544.87萬港元，僅僅是2014年的一半，去年同比又下滑了18.3%。消費者的親身感受比數字更直觀。十年前熙熙攘攘的屈臣氏門店，如今門可羅雀。消費者不大進去逛了，連店員似乎也沒了那些年的勁頭。有媒體報道稱，一些門店普通工作人員月薪從巔峯時期的萬元左右降到了現在的不足3000元。01進駐內地 迅速走紅一二線城市的70後、80後應該還隱約記得屈臣氏當年的輝煌。那時的屈臣氏有多牛？每逢週末，各大商圈的門店可用人山人海來形容，結賬處能排起長隊，一些熱門商品甚至往往要下手極快才能搶到。屈臣氏自有品牌的部分單品例如面膜、護手霜，更是當年的“網紅”，大學女生、寫字樓白領幾乎人手一盒。圖片誕生於1828年的屈臣氏，起初是家名不見經傳的“小藥房”。1981年被華人首富李嘉誠名下的和記黃埔收購後，屈臣氏搖身一變成了零售業的金鳳凰。進入內地後正趕上大衆消費飛速發展的階段，屈臣氏以其高辨識度的店面設計，劃分鮮明的產品區域、頗有吸引力的價格折扣、獨有的選品和高性價比的自有品牌產品，以及專業的導購服務在內地迅速捲起一股消費熱潮。彼時，49","text":"圖片“20年前，一二線城市時尚年輕女性最愛逛的個護美妝門店，恐怕非屈臣氏莫屬。自從華人首富李嘉誠將其收至麾下，屈臣氏在內地一路高歌猛進，創下幾乎一天開一家門店的記錄。然而過去幾年，屈臣氏門庭冷落，業績不斷下滑。從一天開一家店，到一天關一家店，個護美妝零售巨頭屈臣氏究竟怎麼了？”作者/木木3月16日屈臣氏母公司發佈的2022年財報顯示，屈臣氏2022年全球總營收同比下滑2%，EBITDA（稅息折舊及攤銷前利潤）同比下滑11%，跌至2020年水平。中國市場的營收同比下滑23%，EBITDA下滑59%，是近9年來業績最差的一年。店鋪數量也自進入內地33年來首現負增長，全年關閉店面343家，總數跌破4000家，平均幾乎每天關一家。從店面年收益看，2021年全年總額544.87萬港元，僅僅是2014年的一半，去年同比又下滑了18.3%。消費者的親身感受比數字更直觀。十年前熙熙攘攘的屈臣氏門店，如今門可羅雀。消費者不大進去逛了，連店員似乎也沒了那些年的勁頭。有媒體報道稱，一些門店普通工作人員月薪從巔峯時期的萬元左右降到了現在的不足3000元。01進駐內地 迅速走紅一二線城市的70後、80後應該還隱約記得屈臣氏當年的輝煌。那時的屈臣氏有多牛？每逢週末，各大商圈的門店可用人山人海來形容，結賬處能排起長隊，一些熱門商品甚至往往要下手極快才能搶到。屈臣氏自有品牌的部分單品例如面膜、護手霜，更是當年的“網紅”，大學女生、寫字樓白領幾乎人手一盒。圖片誕生於1828年的屈臣氏，起初是家名不見經傳的“小藥房”。1981年被華人首富李嘉誠名下的和記黃埔收購後，屈臣氏搖身一變成了零售業的金鳳凰。進入內地後正趕上大衆消費飛速發展的階段，屈臣氏以其高辨識度的店面設計，劃分鮮明的產品區域、頗有吸引力的價格折扣、獨有的選品和高性價比的自有品牌產品，以及專業的導購服務在內地迅速捲起一股消費熱潮。彼時，49","images":[{"img":"https://static.tigerbbs.com/a23e06edba7e3c9a0fc861b2fa1bd57b","width":"960","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/651992294","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954020265,"gmtCreate":1675856098758,"gmtModify":1675856102413,"author":{"id":"4100586589107860","authorId":"4100586589107860","name":"Janny 99","avatar":"https://community-static.tradeup.com/news/073d8249f2efefe0cca55c7c1a2b520d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100586589107860","idStr":"4100586589107860"},"themes":[],"title":"","htmlText":"Ok ","listText":"Ok ","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954020265","repostId":"622476621","repostType":1,"repost":{"id":622476621,"gmtCreate":1675842780000,"gmtModify":1675842780000,"author":{"id":"3579560926082632","authorId":"3579560926082632","name":"投资界","avatar":"https://static.tigerbbs.com/6a09632062f91283b4308e641ec08979","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579560926082632","idStr":"3579560926082632"},"themes":[],"title":"“智束科技”完成數千萬元A+輪融資，華德資本領投","htmlText":"投資界2月8日消息，近日，北京智束科技有限公司（以下簡稱：智束科技）宣佈完成數千萬元A+輪融資。本輪融資由華德資本領投，海容資本和佳更鑫資本等機構跟投。募集資金將用於加速推進CT球管的技術研發、產品批量化生產的設備配置，以及研發團隊擴建。 智束科技於2019年2月在北京成立，是一家專注CT球管等核心真空電子器件自主研發、生產與銷售的高新技術企業。智束科技深耕液態金屬軸承，以及單極陽極接地等關鍵技術攻關，建立了CT球管設計、加工、製造、測試以及可靠性驗證等完整的能力體系。 智束科技已經建立了完整的CT球管設計研發體系，獲批第一張國產液態金屬軸承CT球管醫療器械註冊證並實現量產，同時公司自主研發的液態金屬軸承球管也已經與國產CT整機配套取證。 相較於傳統的滾珠軸承球管，智束科技液態金屬軸承技術具有多重優勢：零磨損、高散熱、高性能、陽極不停轉、降低系統成本、液態金屬軸承球管是高端64排及以上CT主要配置。 智束科技通過四年的研發投入，實現了工藝製造的標準化及均一性。如今，智束科技在售及在研的多款型號，已可替代覆蓋高中低市場層級，加快產品上市步伐。同時智束科技兼顧下沉市場，降低設備採購成本，爲基層的醫院、醫療機構提供更多選擇。 此外，爲應對後疫情期間的需求，實現關鍵部件對供應鏈安全、成本控制、技術創新。智束科技將協同整機商、代理商合作伙伴，向醫用CT市場持續提**品、服務及解決方案，並協同國內企業一起推動CT球管的國產替代進程。","listText":"投資界2月8日消息，近日，北京智束科技有限公司（以下簡稱：智束科技）宣佈完成數千萬元A+輪融資。本輪融資由華德資本領投，海容資本和佳更鑫資本等機構跟投。募集資金將用於加速推進CT球管的技術研發、產品批量化生產的設備配置，以及研發團隊擴建。 智束科技於2019年2月在北京成立，是一家專注CT球管等核心真空電子器件自主研發、生產與銷售的高新技術企業。智束科技深耕液態金屬軸承，以及單極陽極接地等關鍵技術攻關，建立了CT球管設計、加工、製造、測試以及可靠性驗證等完整的能力體系。 智束科技已經建立了完整的CT球管設計研發體系，獲批第一張國產液態金屬軸承CT球管醫療器械註冊證並實現量產，同時公司自主研發的液態金屬軸承球管也已經與國產CT整機配套取證。 相較於傳統的滾珠軸承球管，智束科技液態金屬軸承技術具有多重優勢：零磨損、高散熱、高性能、陽極不停轉、降低系統成本、液態金屬軸承球管是高端64排及以上CT主要配置。 智束科技通過四年的研發投入，實現了工藝製造的標準化及均一性。如今，智束科技在售及在研的多款型號，已可替代覆蓋高中低市場層級，加快產品上市步伐。同時智束科技兼顧下沉市場，降低設備採購成本，爲基層的醫院、醫療機構提供更多選擇。 此外，爲應對後疫情期間的需求，實現關鍵部件對供應鏈安全、成本控制、技術創新。智束科技將協同整機商、代理商合作伙伴，向醫用CT市場持續提**品、服務及解決方案，並協同國內企業一起推動CT球管的國產替代進程。","text":"投資界2月8日消息，近日，北京智束科技有限公司（以下簡稱：智束科技）宣佈完成數千萬元A+輪融資。本輪融資由華德資本領投，海容資本和佳更鑫資本等機構跟投。募集資金將用於加速推進CT球管的技術研發、產品批量化生產的設備配置，以及研發團隊擴建。 智束科技於2019年2月在北京成立，是一家專注CT球管等核心真空電子器件自主研發、生產與銷售的高新技術企業。智束科技深耕液態金屬軸承，以及單極陽極接地等關鍵技術攻關，建立了CT球管設計、加工、製造、測試以及可靠性驗證等完整的能力體系。 智束科技已經建立了完整的CT球管設計研發體系，獲批第一張國產液態金屬軸承CT球管醫療器械註冊證並實現量產，同時公司自主研發的液態金屬軸承球管也已經與國產CT整機配套取證。 相較於傳統的滾珠軸承球管，智束科技液態金屬軸承技術具有多重優勢：零磨損、高散熱、高性能、陽極不停轉、降低系統成本、液態金屬軸承球管是高端64排及以上CT主要配置。 智束科技通過四年的研發投入，實現了工藝製造的標準化及均一性。如今，智束科技在售及在研的多款型號，已可替代覆蓋高中低市場層級，加快產品上市步伐。同時智束科技兼顧下沉市場，降低設備採購成本，爲基層的醫院、醫療機構提供更多選擇。 此外，爲應對後疫情期間的需求，實現關鍵部件對供應鏈安全、成本控制、技術創新。智束科技將協同整機商、代理商合作伙伴，向醫用CT市場持續提**品、服務及解決方案，並協同國內企業一起推動CT球管的國產替代進程。","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622476621","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955370011,"gmtCreate":1675241060233,"gmtModify":1676538986179,"author":{"id":"4100586589107860","authorId":"4100586589107860","name":"Janny 99","avatar":"https://community-static.tradeup.com/news/073d8249f2efefe0cca55c7c1a2b520d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100586589107860","idStr":"4100586589107860"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955370011","repostId":"9955347327","repostType":1,"repost":{"id":9955347327,"gmtCreate":1675240606869,"gmtModify":1676538986148,"author":{"id":"3567497553453071","authorId":"3567497553453071","name":"NFTGR","avatar":"https://static.tigerbbs.com/ab47367525b6e6b9c6093ea906b80889","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3567497553453071","idStr":"3567497553453071"},"themes":[],"title":"","htmlText":"Tiger is the best platform I always use to trade and invest. It is fast and provide a easy platform to buy Singapore and US stocks. There are some hiccups like crash or slowdown of tiger app in the past. I hope these will not happen again and tiger will improve with more good features. Hope some bugs can be fixed soon. Eg. Active buy or active sell not correctly recorded or shown. If the idle money automatically generate interest (even with low interest) will be even better. Wish tiger app will be the best trading app in the world soon, with more people having it in their pocket! ","listText":"Tiger is the best platform I always use to trade and invest. It is fast and provide a easy platform to buy Singapore and US stocks. There are some hiccups like crash or slowdown of tiger app in the past. I hope these will not happen again and tiger will improve with more good features. Hope some bugs can be fixed soon. Eg. Active buy or active sell not correctly recorded or shown. If the idle money automatically generate interest (even with low interest) will be even better. Wish tiger app will be the best trading app in the world soon, with more people having it in their pocket! ","text":"Tiger is the best platform I always use to trade and invest. It is fast and provide a easy platform to buy Singapore and US stocks. There are some hiccups like crash or slowdown of tiger app in the past. I hope these will not happen again and tiger will improve with more good features. Hope some bugs can be fixed soon. Eg. Active buy or active sell not correctly recorded or shown. If the idle money automatically generate interest (even with low interest) will be even better. Wish tiger app will be the best trading app in the world soon, with more people having it in their pocket!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955347327","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924955448,"gmtCreate":1672160750685,"gmtModify":1676538645151,"author":{"id":"4100586589107860","authorId":"4100586589107860","name":"Janny 99","avatar":"https://community-static.tradeup.com/news/073d8249f2efefe0cca55c7c1a2b520d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100586589107860","idStr":"4100586589107860"},"themes":[],"title":"","htmlText":"still rubbish！","listText":"still rubbish！","text":"still rubbish！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924955448","repostId":"2294640594","repostType":2,"isVote":1,"tweetType":1,"viewCount":5392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929364771,"gmtCreate":1670602387694,"gmtModify":1676538403382,"author":{"id":"4100586589107860","authorId":"4100586589107860","name":"Janny 99","avatar":"https://community-static.tradeup.com/news/073d8249f2efefe0cca55c7c1a2b520d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100586589107860","idStr":"4100586589107860"},"themes":[],"title":"","htmlText":"rubbish！","listText":"rubbish！","text":"rubbish！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929364771","repostId":"2289210591","repostType":2,"isVote":1,"tweetType":1,"viewCount":5398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047551071,"gmtCreate":1656946953693,"gmtModify":1676535920196,"author":{"id":"4100586589107860","authorId":"4100586589107860","name":"Janny 99","avatar":"https://community-static.tradeup.com/news/073d8249f2efefe0cca55c7c1a2b520d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100586589107860","idStr":"4100586589107860"},"themes":[],"title":"","htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047551071","repostId":"1128701140","repostType":4,"repost":{"id":"1128701140","kind":"news","weMediaInfo":{"introduction":"有深度、有温度、有态度，在这里读懂财富。","home_visible":1,"media_name":"金融八卦女频道","id":"63","head_image":"https://static.tigerbbs.com/01a8ace21e1041b4bb972ca835e331c7"},"pubTimestamp":1656917579,"share":"https://ttm.financial/m/news/1128701140?lang=en_US&edition=fundamental","pubTime":"2022-07-04 14:52","market":"us","language":"zh","title":"Wenzhou's richest man battles Wall Street; JPMorgan Chase loses 800 million yuan.","url":"https://stock-news.laohu8.com/highlight/detail?id=1128701140","media":"金融八卦女频道","summary":"这次华尔街失算了，金融领域华尔街还是天下第一，但他们的对手也不是没有长进。中国企业通过多年的努力，已经获得了丰富的市场经验和丰厚的资本，被别人摁在地上暴打时，还是有能力反击的。时隔三个多月，全地球人都","content":"<p><html><head></head><body>Wall Street miscalculated this time. In the financial sector, Wall Street is still number one in the world, but its competitors have also improved. Through years of effort, Chinese companies have gained rich market experience and abundant capital, and they are still capable of fighting back when they are crushed and beaten. More than three months later, the \"nickel short squeeze war,\" known to the whole world, has finally come to an end:</p><p>Wenzhou's richest man, Xiang Guangda, and his Qingshan Group escaped unscathed, while Wall Street giant JPMorgan Chase cut its losses and exited the market, losing $120 million (approximately 800 million RMB).</p><p><img src=\"https://static.tigerbbs.com/ed3f5a82dbe41eeb1131b5fe7f4f8e37\" tg-width=\"693\" tg-height=\"442\" referrerpolicy=\"no-referrer\"/></p><p>▲ Xiang Guangda, actual controller of Tsingshan Holdings / Image source: Internet</p><p>On June 29, it was reported that Tsingshan Holdings Group safely exited most of its short nickel positions on the London Metal Exchange (LME). The holdings have shrunk to around 30,000 tons, far below the peak of over 150,000 tons at the time of the incident, and none of these positions were held through JPMorgan Chase.</p><p>This is likely the result of negotiations between the two parties. Tsingshan Group left the Wall Street tycoon with dignity; otherwise, given the circumstances at the time, $120 million would have been far from enough.</p><p>Those who are following this matter may still be \"confused\". Isn't the legendary mastermind behind this the Swiss commodities giant Glencore? How come JPMorgan Chase ended up losing money?</p><p>What exactly happened in these three months?</p><p><b>/Qingshan counterattacks, Wall Street miscalculates/</b></p><p>Let's briefly review the entire process of the LME nickel incident:</p><p>On March 7, 2022, LME nickel futures surged from US$29,000/ton to US$55,000/ton, a new high in 15 years.</p><p>On March 8, LME nickel futures surged from $60,000/ton to $100,000/ton, a process that took less than an hour.</p><p>At 8:15 a.m. (UK time) on March 8, the London Money Exchange suspended trading in all nickel contracts and canceled trading after midnight on March 8, commonly known as \"unplugging the network\".</p><p>On March 9, Xiang Guangda admitted that he had been squeezed short by foreign capital and had obtained sufficient spot funds through various channels.</p><p>On March 15, Tsingshan Group announced that it had reached a \"tacit agreement\" with a syndicate of futures bank creditors. During this period, Tsingshan Group will not liquidate its holdings; thereafter, Tsingshan Group will reduce its holdings.</p><p>On March 16, nickel trading resumed on the London Money Exchange.</p><p>On June 29, Tsingshan Group exited most of its short nickel positions on the London Financial Exchange, ending the event.</p><p>At this point, those unfamiliar with the details may wonder why Tsingshan Group has been targeted by Wall Street capital.</p><p>You really can't blame Wall Street capital. Tsingshan Group has turned itself into \"Tang Sanzang's flesh,\" and who wouldn't want to eat it?</p><p>Tsingshan Group has three fatal flaws in this matter:</p><p>1. The nickel produced by Tsingshan Group is different from the nickel delivered by Longines. The products delivered by Longines are electrolytic nickel with a purity of over 99.8%, while the nickel produced by Tsingshan Group only contains about 70% high nickel matte and about 10% ferronickel. 2. Tsingshan Group's hedging operations are problematic. At the time, it bought 200,000 tons of futures short positions, but the entire London Exchange's nickel inventory was only 80,000 tons. In other words, even if it bought all the nickel on the London Exchange, it still couldn't raise half of its futures short positions. 3. Normally, when Tsingshan Group encounters a delivery period, it will buy nickel from Russia to liquidate its positions. The Russia-Ukraine conflict reversed market logic, leading to an embargo on Russian nickel. Tsingshan Group failed to respond to this news in a timely manner. In conclusion, although Qingshan Group has a wealth of assets, it has played all its good cards at this table, with only \"1 to 3\" in its hand, and it cannot afford any cards played by others. Faced with this situation, how could Wall Street capital, which is naturally bloodthirsty, possibly let this seemingly \"sure-win\" hunt slip by? Wall Street has done something like this before.</p><p>Therefore, Wall Street capital rapidly pushed up nickel futures prices on March 7 and 8, raising something worth $20,000 to $30,000 to $100,000, incidentally breaking \"the record for the highest price volatility of any asset.\"</p><p>The situation at the time was that if Tsingshan Group couldn't deliver its goods, it would have to lose hundreds of billions of yuan, and if it didn't have money, it would have to sell its nickel ore in Indonesia. The new energy industry chain that Chinese companies had painstakingly built was likely to be severely hammered.</p><p>Wall Street miscalculated this time. In the financial sector, Wall Street is still number one in the world, but its competitors have also improved. Through years of effort, Chinese companies have gained rich market experience and abundant capital, and they are still capable of fighting back when they are crushed and beaten.</p><p>Although it was unknown who had done it at the time, Qingshan Group's counterattack began on March 9. Tsingshan Holdings responded that it will replace domestic metal nickel plates with its high-grade nickel matte, and has allocated sufficient spot stock through various channels for delivery.</p><p>According to rumors, several large companies in the industry participated in this replacement at the time, which can be described as a united front. Xiang Guangda's original words were: \"I received many phone calls, and relevant national departments and leaders were very supportive of Qingshan.\"</p><p><img src=\"https://static.tigerbbs.com/5c59e434fbd20c251852e2cf114ed5ca\" tg-width=\"509\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ccda0030b524a1d6ae7153f6bcfe1ae9\" tg-width=\"494\" tg-height=\"202\" referrerpolicy=\"no-referrer\"/></p><p>So why didn't Tsingshan Group hand over 200,000 tons of nickel deliverables to Wall Street buyers, leaving them with nowhere to store the goods and ultimately having to sell them at a low price, losing tens of billions of US dollars?</p><p>While raising 200,000 tons of nickel for delivery can certainly solve the immediate problem, what should domestic companies do with so much nickel delivered? Should all companies stop production and wait a few months for new nickel to be produced before resuming production?</p><p>Doing this was certainly satisfying, but the price paid was too high.</p><p>As a seasoned entrepreneur, Xiang Guangda negotiated with his rivals from March 9 to March 15, confident that he could provide 200,000 tons of deliverables, and ultimately reached a \"silent agreement\".</p><p>Judging from the news on June 29, Tsingshan Group reduced its short positions to turn the tide. Although Wall Street institutions lost a small amount of money, they prevented the losses from widening, which is an outcome acceptable to both sides.</p><p><b>Who is the real mastermind behind the \"Demon Nickel War\"? /</b></p><p>When the incident occurred in early March, someone pressed a calculator and said that Tsingshan Group might have lost 8 billion to 12 billion US dollars, equivalent to hundreds of billions of yuan. Such a large-scale short squeeze inevitably involves a considerable amount of capital.</p><p>At the time, some suspected that commodities giant Glencore was behind it all in order to acquire a 60% stake in Tsingshan's nickel mine in Indonesia. Founded in 1974, Glencore is Switzerland's largest company with revenues of US$215.11 billion and a business scope covering the supply of mineral, energy and agricultural products.</p><p>But Glencore couldn't possibly come up with so much money on its own; there must be a team behind it. Judging from the current situation, at least for now, JPMorgan Chase and Elliott have been forced out, the two \"wolves from Wall Street\".</p><p>In April, JPMorgan Chase had already sold it in its first-quarter earnings report, which showed a loss of $120 million in its nickel-related business.</p><p>There is hardly any convincing reason for Wall Street's long-established investment banks to lose hundreds of millions of dollars on a single futures product in the first quarter, other than their involvement in the \"nickel short squeeze\" event in March. Subsequent information also proved that it was the largest counterparty to Tsingshan Group's large short positions.</p><p>Three months ago, of Tsingshan's more than 150,000 tons of nickel short positions, about 50,000 tons were held through JPMorgan Chase's off-exchange positions. At that time, Tsingshan Holdings Group owed JPMorgan Chase about $1 billion in margin. In just three months, JPMorgan Chase fell into a quagmire of losses of $120 million.</p><p>With such a huge financial hole, the person in charge should at least say something.</p><p>JPMorgan Chase CEO Jamie Dimon reluctantly said, \"We had a small loss this quarter, and we will try to get through it. We will conduct an after-the-fact analysis of what we did wrong and what different measures LLM could have taken afterward.\"</p><p>This statement sounds very official, but upon closer examination, it has two meanings:</p><p>First, they were doing things for their clients; JPMorgan Chase lost money, and so did their clients. As for who the client was or whether it was Glencore, they did not say. Second, they have reservations about Lenkin Institute's action of \"unplugging the network cable\" and may have to \"take measures\". It's hard to say what measures JPMorgan Chase will take, but some people have already begun to take action. They don't seem to be giving up and are still making a final struggle.</p><p><img src=\"https://static.tigerbbs.com/373adb34449d811ea165e417eea1bae6\" tg-width=\"1080\" tg-height=\"634\" referrerpolicy=\"no-referrer\"/></p><p>▲ Image source/Visual China</p><p>According to an announcement released by the Hong Kong Stock Exchange on June 6, on June 1, Elliott Management, a well-known American investment firm, launched a challenge against them, arguing that the London Exchange's \"cancellation of trading after 00:00 UK time on March 8, 2022 is illegal.\"</p><p>Two hedge funds under Elliott Group have sued the Hong Kong Stock Exchange, its subsidiary LME, and its clearing house LME Clear Limite in the UK High Court, seeking approximately US$456 million, or about RMB 3 billion, in damages.</p><p><img src=\"https://static.tigerbbs.com/9692a7e3296316fcd1fde0c491252117\" tg-width=\"640\" tg-height=\"712\" referrerpolicy=\"no-referrer\"/></p><p>Founded in 1977, Elliott Management managed over $51.5 billion in funds at the end of 2021. It is a veritable wolf of Wall Street, known for its tough, aggressive, and ruthless investment style.</p><p>Just how fierce was Elliott? It can make a country uneasy.</p><p>At the end of 2000, Argentina was in turmoil, changing presidents five times in half a month, and was unable to repay its foreign debt of up to $150 billion. Just as other financial institutions were avoiding it in time, Elliott spent $617 million to buy Argentina's Treasury Bond at the bottom.</p><p>Over the next nine years, Argentina proposed a debt restructuring plan in an effort to revive its economy, which Elliott and his creditors rejected twice and even sued Argentina in a U.S. court. It's unimaginable how ruthless this move is. It can be compared to what will happen to Evergrande if its creditors disagree with its restructuring.</p><p>On June 16, 2017, the U.S. Supreme Court ruled against Argentina. Argentina tearfully offered $2.28 billion in settlement, a deal that Elliott earned 3.7 times, but every penny was the hard-earned money of the Argentine people.</p><p>As for exactly how many Wall Street capital institutions are involved in this matter, it is still unclear. If Elliott can win its lawsuit against the Hong Kong Stock Exchange, it may be possible to see it. Because when it's time to \"divide the meat,\" the wolves of Wall Street are willing to go all out.</p><p><b>Is \"China's Nickel King\" holding Musks' Achilles' heel? /</b></p><p>According to the Daily Economic News, a Glencore representative, when asked whether they were involved in the matter, said, \"The above statement is complete nonsense.\"</p><p>However, the report also pointed out that some industry insiders believe that Glencore, even if not directly involved, is an indirect participant in this market trend. The market's speculation stems from the fact that the global competition for nickel has reached a fever pitch.</p><p>Nickel is one of the important raw materials for manufacturing new energy ternary lithium batteries, accounting for nearly 30% of the total cost of batteries. The proportion will be even higher for high-nickel and ultra-high-nickel batteries. However, nickel is unevenly distributed around the world, making it difficult to mine.</p><p>\"Nickel anxiety\" is a common problem among new energy vehicle giants. Even Tesla CEO Elon Musk said that the shortage of nickel raw materials is the biggest obstacle affecting the production of electric vehicle batteries.</p><p>Data shows that from March 2021 to March 2022, LME's nickel inventory continued to decline, with a drop of nearly 70%. The main reason is that nickel deliverables are purchased in large quantities for use in manufacturing new energy batteries. The nickel deficit is projected to be -25,600 tons, -27,900 tons, and -65,300 tons in 2023, 2025, and 2025, respectively.</p><p><img src=\"https://static.tigerbbs.com/4245aa1e37a9a023ca6069abaa0dccba\" tg-width=\"1080\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>Isn't this just like God feeding Xiang Guangda with his rice bowl?</p><p>Xiang Guangda was born in 1958 into an ordinary working-class family in Shacheng Town, Longwan District, Wenzhou. After graduation, I worked in a state-owned enterprise for eight years and even became a workshop director.</p><p>In 1988, Xiang Guangda was preparing to \"turn thirty and stand firm\". He gave up his \"iron rice bowl\" that everyone envied at the time and co-founded \"Zhejiang Ouhai Automobile Doors and Windows Manufacturing Company\" with relatives such as Zhang Jimin.</p><p>Thanks to its emphasis on research and development, Xiang Guangda's car door and window business is doing very well. At the end of 1993, he jointly developed automobile rim steel with a Chinese automobile wheel factory and invested 24 million yuan to establish \"Zhejiang Fengye Special Shape Steel Company\". In 1995, the company was reorganized to establish \"Zhejiang Fengye Group Co., Ltd.\", officially entering the stainless steel industry.</p><p><img src=\"https://static.tigerbbs.com/1739f693edc5047788bfff78b4944285\" tg-width=\"400\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>After 2005, the entire steel industry entered a destocking cycle. Xiang Guangda realized that without change, the company would sooner or later be submerged in the torrent of stainless steel enterprises.</p><p>Xiang Guangda invested 10 billion yuan in research and development of new technologies, took the lead in introducing the internationally advanced rotary kiln-mineral heat furnace (RKEF) smelting process, and led a team to develop a new RKEF-AOD furnace dual-combination method technology, which reduced the total energy consumption of stainless steel smelting by 50% and saved 800 yuan per ton.</p><p>“Stainless steel is 60%-70% nickel, so who produces the nickel? It’s produced by foreigners; we don’t produce it ourselves.” Xiang Guangda then put nickel production on the agenda.</p><p>During the 2008 financial crisis, Xiang Guangda took the opportunity to acquire the Indonesian nickel mine, which has the world's largest nickel reserves. Tsingshan Holdings and Indonesia's Eight Star Investment Co., Ltd. jointly established Sulawesi Mining Investment Co., Ltd., and obtained the mining rights for a laterite nickel mine covering an area of 47,000 hectares.</p><p>The mining park was quickly established, and in February 2010, nickel produced abroad by a Chinese company was successfully shipped back to China for the first time. Qingshan Holdings Group has once again mastered the technology of purifying high nickel matte from laterite nickel ore. After one operation, Xiang Guangda has connected the upstream and downstream of nickel production.</p><p>With nickel in hand, stainless steel is no problem. Tsingshan Holdings Group has more than ten stainless steel subsidiaries. From 2009 to 2019, Tsingshan Holdings' stainless steel output increased from one million tons to ten million tons, and its sales increased from tens of billions to more than 200 billion yuan. It has now firmly established itself as the world's largest stainless steel producer.</p><p>Xiang Guangda has also become a frequent guest at local government and business symposiums.</p><p><img src=\"https://static.tigerbbs.com/c46ceaa170e4d055c8235a32992a6dfb\" tg-width=\"618\" tg-height=\"453\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In 2021, Tsingshan Holdings Group's total revenue reached 292.892 billion yuan, ranking 279th in the Fortune Global 500. According to Tianyancha, Xiang Guangda acquired a 48.45% stake in Qingshan Holdings Group through various means, making him the actual controller of the group.</p><p><img src=\"https://static.tigerbbs.com/684284868a43986c93078ec1487797ce\" tg-width=\"507\" tg-height=\"760\" referrerpolicy=\"no-referrer\"/></p><p>▲ Tsingshan Holdings' equity structure / Screenshot from Tianyancha</p><p>In recent years, the new energy industry has gradually emerged, especially after 2020, when it became the hottest track, bar none. CATL and BYD, listed on the A-share market, have market capitalizations exceeding one trillion yuan, while Tesla's market capitalization even exceeds the combined market capitalization of several established automakers.</p><p>The new energy industry is short of nickel, but Xiang Guangda has plenty of it. Tsingshan Holdings' nickel production was 600,000 tons in 2021, which is expected to reach 850,000 tons in 2022, accounting for 30% of the global total, and 1.1 million tons in 2023.</p><p>Holding nearly 30% of the world's nickel production, Xiang Guangda can be said to be the undisputed \"King of Nickel\" and holds a firm grip on the lifeblood of the new energy vehicle industry.</p><p>Not content with just \"working\" for new energy vehicles, Tsingshan Group has now joined hands with XCMG Group to enter the new energy vehicle industry.</p><p>However, fame brings trouble, and pigs at the forefront are the easiest targets to be targeted. Xiang Guangda, who survived this \"ordeal\" safely, still needs to be careful; he has too much \"nickel\" in his hands, which is too tempting.</p><p></body></html></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>Wenzhou's richest man battles Wall Street; JPMorgan Chase loses 800 million yuan.</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\">\nWenzhou's richest man battles Wall Street; JPMorgan Chase loses 800 million yuan.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/63\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/01a8ace21e1041b4bb972ca835e331c7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金融八卦女频道 </p>\n<p class=\"h-time smaller\">2022-07-04 14:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Wall Street miscalculated this time. In the financial sector, Wall Street is still number one in the world, but its competitors have also improved. Through years of effort, Chinese companies have gained rich market experience and abundant capital, and they are still capable of fighting back when they are crushed and beaten. More than three months later, the \"nickel short squeeze war,\" known to the whole world, has finally come to an end:</p><p>Wenzhou's richest man, Xiang Guangda, and his Qingshan Group escaped unscathed, while Wall Street giant JPMorgan Chase cut its losses and exited the market, losing $120 million (approximately 800 million RMB).</p><p><img src=\"https://static.tigerbbs.com/ed3f5a82dbe41eeb1131b5fe7f4f8e37\" tg-width=\"693\" tg-height=\"442\" referrerpolicy=\"no-referrer\"/></p><p>▲ Xiang Guangda, actual controller of Tsingshan Holdings / Image source: Internet</p><p>On June 29, it was reported that Tsingshan Holdings Group safely exited most of its short nickel positions on the London Metal Exchange (LME). The holdings have shrunk to around 30,000 tons, far below the peak of over 150,000 tons at the time of the incident, and none of these positions were held through JPMorgan Chase.</p><p>This is likely the result of negotiations between the two parties. Tsingshan Group left the Wall Street tycoon with dignity; otherwise, given the circumstances at the time, $120 million would have been far from enough.</p><p>Those who are following this matter may still be \"confused\". Isn't the legendary mastermind behind this the Swiss commodities giant Glencore? How come JPMorgan Chase ended up losing money?</p><p>What exactly happened in these three months?</p><p><b>/Qingshan counterattacks, Wall Street miscalculates/</b></p><p>Let's briefly review the entire process of the LME nickel incident:</p><p>On March 7, 2022, LME nickel futures surged from US$29,000/ton to US$55,000/ton, a new high in 15 years.</p><p>On March 8, LME nickel futures surged from $60,000/ton to $100,000/ton, a process that took less than an hour.</p><p>At 8:15 a.m. (UK time) on March 8, the London Money Exchange suspended trading in all nickel contracts and canceled trading after midnight on March 8, commonly known as \"unplugging the network\".</p><p>On March 9, Xiang Guangda admitted that he had been squeezed short by foreign capital and had obtained sufficient spot funds through various channels.</p><p>On March 15, Tsingshan Group announced that it had reached a \"tacit agreement\" with a syndicate of futures bank creditors. During this period, Tsingshan Group will not liquidate its holdings; thereafter, Tsingshan Group will reduce its holdings.</p><p>On March 16, nickel trading resumed on the London Money Exchange.</p><p>On June 29, Tsingshan Group exited most of its short nickel positions on the London Financial Exchange, ending the event.</p><p>At this point, those unfamiliar with the details may wonder why Tsingshan Group has been targeted by Wall Street capital.</p><p>You really can't blame Wall Street capital. Tsingshan Group has turned itself into \"Tang Sanzang's flesh,\" and who wouldn't want to eat it?</p><p>Tsingshan Group has three fatal flaws in this matter:</p><p>1. The nickel produced by Tsingshan Group is different from the nickel delivered by Longines. The products delivered by Longines are electrolytic nickel with a purity of over 99.8%, while the nickel produced by Tsingshan Group only contains about 70% high nickel matte and about 10% ferronickel. 2. Tsingshan Group's hedging operations are problematic. At the time, it bought 200,000 tons of futures short positions, but the entire London Exchange's nickel inventory was only 80,000 tons. In other words, even if it bought all the nickel on the London Exchange, it still couldn't raise half of its futures short positions. 3. Normally, when Tsingshan Group encounters a delivery period, it will buy nickel from Russia to liquidate its positions. The Russia-Ukraine conflict reversed market logic, leading to an embargo on Russian nickel. Tsingshan Group failed to respond to this news in a timely manner. In conclusion, although Qingshan Group has a wealth of assets, it has played all its good cards at this table, with only \"1 to 3\" in its hand, and it cannot afford any cards played by others. Faced with this situation, how could Wall Street capital, which is naturally bloodthirsty, possibly let this seemingly \"sure-win\" hunt slip by? Wall Street has done something like this before.</p><p>Therefore, Wall Street capital rapidly pushed up nickel futures prices on March 7 and 8, raising something worth $20,000 to $30,000 to $100,000, incidentally breaking \"the record for the highest price volatility of any asset.\"</p><p>The situation at the time was that if Tsingshan Group couldn't deliver its goods, it would have to lose hundreds of billions of yuan, and if it didn't have money, it would have to sell its nickel ore in Indonesia. The new energy industry chain that Chinese companies had painstakingly built was likely to be severely hammered.</p><p>Wall Street miscalculated this time. In the financial sector, Wall Street is still number one in the world, but its competitors have also improved. Through years of effort, Chinese companies have gained rich market experience and abundant capital, and they are still capable of fighting back when they are crushed and beaten.</p><p>Although it was unknown who had done it at the time, Qingshan Group's counterattack began on March 9. Tsingshan Holdings responded that it will replace domestic metal nickel plates with its high-grade nickel matte, and has allocated sufficient spot stock through various channels for delivery.</p><p>According to rumors, several large companies in the industry participated in this replacement at the time, which can be described as a united front. Xiang Guangda's original words were: \"I received many phone calls, and relevant national departments and leaders were very supportive of Qingshan.\"</p><p><img src=\"https://static.tigerbbs.com/5c59e434fbd20c251852e2cf114ed5ca\" tg-width=\"509\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ccda0030b524a1d6ae7153f6bcfe1ae9\" tg-width=\"494\" tg-height=\"202\" referrerpolicy=\"no-referrer\"/></p><p>So why didn't Tsingshan Group hand over 200,000 tons of nickel deliverables to Wall Street buyers, leaving them with nowhere to store the goods and ultimately having to sell them at a low price, losing tens of billions of US dollars?</p><p>While raising 200,000 tons of nickel for delivery can certainly solve the immediate problem, what should domestic companies do with so much nickel delivered? Should all companies stop production and wait a few months for new nickel to be produced before resuming production?</p><p>Doing this was certainly satisfying, but the price paid was too high.</p><p>As a seasoned entrepreneur, Xiang Guangda negotiated with his rivals from March 9 to March 15, confident that he could provide 200,000 tons of deliverables, and ultimately reached a \"silent agreement\".</p><p>Judging from the news on June 29, Tsingshan Group reduced its short positions to turn the tide. Although Wall Street institutions lost a small amount of money, they prevented the losses from widening, which is an outcome acceptable to both sides.</p><p><b>Who is the real mastermind behind the \"Demon Nickel War\"? /</b></p><p>When the incident occurred in early March, someone pressed a calculator and said that Tsingshan Group might have lost 8 billion to 12 billion US dollars, equivalent to hundreds of billions of yuan. Such a large-scale short squeeze inevitably involves a considerable amount of capital.</p><p>At the time, some suspected that commodities giant Glencore was behind it all in order to acquire a 60% stake in Tsingshan's nickel mine in Indonesia. Founded in 1974, Glencore is Switzerland's largest company with revenues of US$215.11 billion and a business scope covering the supply of mineral, energy and agricultural products.</p><p>But Glencore couldn't possibly come up with so much money on its own; there must be a team behind it. Judging from the current situation, at least for now, JPMorgan Chase and Elliott have been forced out, the two \"wolves from Wall Street\".</p><p>In April, JPMorgan Chase had already sold it in its first-quarter earnings report, which showed a loss of $120 million in its nickel-related business.</p><p>There is hardly any convincing reason for Wall Street's long-established investment banks to lose hundreds of millions of dollars on a single futures product in the first quarter, other than their involvement in the \"nickel short squeeze\" event in March. Subsequent information also proved that it was the largest counterparty to Tsingshan Group's large short positions.</p><p>Three months ago, of Tsingshan's more than 150,000 tons of nickel short positions, about 50,000 tons were held through JPMorgan Chase's off-exchange positions. At that time, Tsingshan Holdings Group owed JPMorgan Chase about $1 billion in margin. In just three months, JPMorgan Chase fell into a quagmire of losses of $120 million.</p><p>With such a huge financial hole, the person in charge should at least say something.</p><p>JPMorgan Chase CEO Jamie Dimon reluctantly said, \"We had a small loss this quarter, and we will try to get through it. We will conduct an after-the-fact analysis of what we did wrong and what different measures LLM could have taken afterward.\"</p><p>This statement sounds very official, but upon closer examination, it has two meanings:</p><p>First, they were doing things for their clients; JPMorgan Chase lost money, and so did their clients. As for who the client was or whether it was Glencore, they did not say. Second, they have reservations about Lenkin Institute's action of \"unplugging the network cable\" and may have to \"take measures\". It's hard to say what measures JPMorgan Chase will take, but some people have already begun to take action. They don't seem to be giving up and are still making a final struggle.</p><p><img src=\"https://static.tigerbbs.com/373adb34449d811ea165e417eea1bae6\" tg-width=\"1080\" tg-height=\"634\" referrerpolicy=\"no-referrer\"/></p><p>▲ Image source/Visual China</p><p>According to an announcement released by the Hong Kong Stock Exchange on June 6, on June 1, Elliott Management, a well-known American investment firm, launched a challenge against them, arguing that the London Exchange's \"cancellation of trading after 00:00 UK time on March 8, 2022 is illegal.\"</p><p>Two hedge funds under Elliott Group have sued the Hong Kong Stock Exchange, its subsidiary LME, and its clearing house LME Clear Limite in the UK High Court, seeking approximately US$456 million, or about RMB 3 billion, in damages.</p><p><img src=\"https://static.tigerbbs.com/9692a7e3296316fcd1fde0c491252117\" tg-width=\"640\" tg-height=\"712\" referrerpolicy=\"no-referrer\"/></p><p>Founded in 1977, Elliott Management managed over $51.5 billion in funds at the end of 2021. It is a veritable wolf of Wall Street, known for its tough, aggressive, and ruthless investment style.</p><p>Just how fierce was Elliott? It can make a country uneasy.</p><p>At the end of 2000, Argentina was in turmoil, changing presidents five times in half a month, and was unable to repay its foreign debt of up to $150 billion. Just as other financial institutions were avoiding it in time, Elliott spent $617 million to buy Argentina's Treasury Bond at the bottom.</p><p>Over the next nine years, Argentina proposed a debt restructuring plan in an effort to revive its economy, which Elliott and his creditors rejected twice and even sued Argentina in a U.S. court. It's unimaginable how ruthless this move is. It can be compared to what will happen to Evergrande if its creditors disagree with its restructuring.</p><p>On June 16, 2017, the U.S. Supreme Court ruled against Argentina. Argentina tearfully offered $2.28 billion in settlement, a deal that Elliott earned 3.7 times, but every penny was the hard-earned money of the Argentine people.</p><p>As for exactly how many Wall Street capital institutions are involved in this matter, it is still unclear. If Elliott can win its lawsuit against the Hong Kong Stock Exchange, it may be possible to see it. Because when it's time to \"divide the meat,\" the wolves of Wall Street are willing to go all out.</p><p><b>Is \"China's Nickel King\" holding Musks' Achilles' heel? /</b></p><p>According to the Daily Economic News, a Glencore representative, when asked whether they were involved in the matter, said, \"The above statement is complete nonsense.\"</p><p>However, the report also pointed out that some industry insiders believe that Glencore, even if not directly involved, is an indirect participant in this market trend. The market's speculation stems from the fact that the global competition for nickel has reached a fever pitch.</p><p>Nickel is one of the important raw materials for manufacturing new energy ternary lithium batteries, accounting for nearly 30% of the total cost of batteries. The proportion will be even higher for high-nickel and ultra-high-nickel batteries. However, nickel is unevenly distributed around the world, making it difficult to mine.</p><p>\"Nickel anxiety\" is a common problem among new energy vehicle giants. Even Tesla CEO Elon Musk said that the shortage of nickel raw materials is the biggest obstacle affecting the production of electric vehicle batteries.</p><p>Data shows that from March 2021 to March 2022, LME's nickel inventory continued to decline, with a drop of nearly 70%. The main reason is that nickel deliverables are purchased in large quantities for use in manufacturing new energy batteries. The nickel deficit is projected to be -25,600 tons, -27,900 tons, and -65,300 tons in 2023, 2025, and 2025, respectively.</p><p><img src=\"https://static.tigerbbs.com/4245aa1e37a9a023ca6069abaa0dccba\" tg-width=\"1080\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>Isn't this just like God feeding Xiang Guangda with his rice bowl?</p><p>Xiang Guangda was born in 1958 into an ordinary working-class family in Shacheng Town, Longwan District, Wenzhou. After graduation, I worked in a state-owned enterprise for eight years and even became a workshop director.</p><p>In 1988, Xiang Guangda was preparing to \"turn thirty and stand firm\". He gave up his \"iron rice bowl\" that everyone envied at the time and co-founded \"Zhejiang Ouhai Automobile Doors and Windows Manufacturing Company\" with relatives such as Zhang Jimin.</p><p>Thanks to its emphasis on research and development, Xiang Guangda's car door and window business is doing very well. At the end of 1993, he jointly developed automobile rim steel with a Chinese automobile wheel factory and invested 24 million yuan to establish \"Zhejiang Fengye Special Shape Steel Company\". In 1995, the company was reorganized to establish \"Zhejiang Fengye Group Co., Ltd.\", officially entering the stainless steel industry.</p><p><img src=\"https://static.tigerbbs.com/1739f693edc5047788bfff78b4944285\" tg-width=\"400\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>After 2005, the entire steel industry entered a destocking cycle. Xiang Guangda realized that without change, the company would sooner or later be submerged in the torrent of stainless steel enterprises.</p><p>Xiang Guangda invested 10 billion yuan in research and development of new technologies, took the lead in introducing the internationally advanced rotary kiln-mineral heat furnace (RKEF) smelting process, and led a team to develop a new RKEF-AOD furnace dual-combination method technology, which reduced the total energy consumption of stainless steel smelting by 50% and saved 800 yuan per ton.</p><p>“Stainless steel is 60%-70% nickel, so who produces the nickel? It’s produced by foreigners; we don’t produce it ourselves.” Xiang Guangda then put nickel production on the agenda.</p><p>During the 2008 financial crisis, Xiang Guangda took the opportunity to acquire the Indonesian nickel mine, which has the world's largest nickel reserves. Tsingshan Holdings and Indonesia's Eight Star Investment Co., Ltd. jointly established Sulawesi Mining Investment Co., Ltd., and obtained the mining rights for a laterite nickel mine covering an area of 47,000 hectares.</p><p>The mining park was quickly established, and in February 2010, nickel produced abroad by a Chinese company was successfully shipped back to China for the first time. Qingshan Holdings Group has once again mastered the technology of purifying high nickel matte from laterite nickel ore. After one operation, Xiang Guangda has connected the upstream and downstream of nickel production.</p><p>With nickel in hand, stainless steel is no problem. Tsingshan Holdings Group has more than ten stainless steel subsidiaries. From 2009 to 2019, Tsingshan Holdings' stainless steel output increased from one million tons to ten million tons, and its sales increased from tens of billions to more than 200 billion yuan. It has now firmly established itself as the world's largest stainless steel producer.</p><p>Xiang Guangda has also become a frequent guest at local government and business symposiums.</p><p><img src=\"https://static.tigerbbs.com/c46ceaa170e4d055c8235a32992a6dfb\" tg-width=\"618\" tg-height=\"453\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In 2021, Tsingshan Holdings Group's total revenue reached 292.892 billion yuan, ranking 279th in the Fortune Global 500. According to Tianyancha, Xiang Guangda acquired a 48.45% stake in Qingshan Holdings Group through various means, making him the actual controller of the group.</p><p><img src=\"https://static.tigerbbs.com/684284868a43986c93078ec1487797ce\" tg-width=\"507\" tg-height=\"760\" referrerpolicy=\"no-referrer\"/></p><p>▲ Tsingshan Holdings' equity structure / Screenshot from Tianyancha</p><p>In recent years, the new energy industry has gradually emerged, especially after 2020, when it became the hottest track, bar none. CATL and BYD, listed on the A-share market, have market capitalizations exceeding one trillion yuan, while Tesla's market capitalization even exceeds the combined market capitalization of several established automakers.</p><p>The new energy industry is short of nickel, but Xiang Guangda has plenty of it. Tsingshan Holdings' nickel production was 600,000 tons in 2021, which is expected to reach 850,000 tons in 2022, accounting for 30% of the global total, and 1.1 million tons in 2023.</p><p>Holding nearly 30% of the world's nickel production, Xiang Guangda can be said to be the undisputed \"King of Nickel\" and holds a firm grip on the lifeblood of the new energy vehicle industry.</p><p>Not content with just \"working\" for new energy vehicles, Tsingshan Group has now joined hands with XCMG Group to enter the new energy vehicle industry.</p><p>However, fame brings trouble, and pigs at the forefront are the easiest targets to be targeted. Xiang Guangda, who survived this \"ordeal\" safely, still needs to be careful; he has too much \"nickel\" in his hands, which is too tempting.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed3f5a82dbe41eeb1131b5fe7f4f8e37","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128701140","content_text":"这次华尔街失算了，金融领域华尔街还是天下第一，但他们的对手也不是没有长进。中国企业通过多年的努力，已经获得了丰富的市场经验和丰厚的资本，被别人摁在地上暴打时，还是有能力反击的。时隔三个多月，全地球人都知道的“妖镍逼空大战”，终于告一段落：温州首富项光达和他的青山集团全身而退，华尔街巨头摩根大通割肉出局，亏了1.2亿美金（约8亿人民币）。▲青山控股实控人项光达/图源：网络6月29日消息，青山控股集团安全退出了伦敦金属交易所（LME）的大部分镍空头头寸。持仓规模已经缩减至3万吨左右，远低于事发时的超15万吨的峰值，且这些头寸都不是通过摩根大通持有。这很可能是双方协商的结果，青山集团给华尔街大佬留了体面，否则根据当时的情况，1.2亿美金是远远不够的。关注这个事情的朋友可能还“懵着”，传说中的幕后黑手不是瑞士大宗商品巨鳄“嘉能可”吗，怎么最后亏损的是摩根大通？这三个月到底发生了什么？/青山反杀，华尔街失算/简单梳理一下伦镍事件的整个过程：2022年3月7日伦镍期货从2.9万美元/吨，飙涨到5.5万美元/吨，创15年内新高。3月8日伦镍期货从6万美元/吨直线拉升到10万美元/吨，整个过程不超过1小时。3月8日8时15分（英国时间），伦金所暂停所有镍合约的交易，并取消3月8日0点之后的交易，俗称“拔网线”。3月9日，项光达承认被外国资本逼空，已通过多种渠道获得充足现货。3月15日，青山集团表示与期货银行债权人组成的银团达成“静默协议”。期间不会对青山的持仓进行平仓，此后青山集团会减少持仓。3月16日，伦金所镍交易恢复。6月29日，青山集团退出了伦金所的大部分镍空头头寸，事件结束。读到这里，不了解其中细节的人还会有疑问，为什么是青山集团被华尔街资本盯上了呢？还真不能怪华尔街资本，青山集团把自己养成“唐僧肉”，谁不想吃呢。青山集团在此事上有三大致命漏洞：1、青山集团生产的镍，与伦金所交易的交割品不一样。伦金所交割品是纯度高达99.8%以上的电解镍，而青山集团生产的镍只有70%左右高冰镍和含量10%左右的镍铁。2、青山集团的对冲操作有问题。当时它买了20万吨期货空单，但整个伦金所镍库存只有8万吨，也就是说把伦金所的镍都买了，也凑不齐它期货空单的一半。3、平常青山集团遇到交割期，会跟俄罗斯买镍平仓。俄乌冲突导致市场逻辑逆转，俄罗斯的镍被禁运，青山集团没有及时对这一消息有所反应。综上，青山集团虽然家底丰厚，但在这张牌桌上，它把好牌都出了，手里只有“1对3”，别人出什么牌都要不起。遇到这种情况，天生嗜血的华尔街资本，怎么可能放过这场看似“必赢”的围猎。华尔街以前也不是没干过这种事。所以，华尔街资本于3月7日、3月8日两日快速拉升镍期货价格，将两三万美金的东西快速拉升到10万美金，顺带破了“任何一种资产价格波动的最高纪录。”当时的情况就是，青山集团拿不出货就得赔钱上千亿，没钱就得卖印尼的镍矿，中国企业辛辛苦苦建立的新能源产业链，恐将遭到狠狠一棒槌。这次华尔街失算了，金融领域华尔街还是天下第一，但他们的对手也不是没有长进。中国企业通过多年的努力，已经获得了丰富的市场经验和丰厚的资本，被别人摁在地上暴打时，还是有能力反击的。虽然当时还不知道谁下手的，但3月9日，青山集团的反杀就开始了。青山控股回应称，将用旗下高冰镍置换国内金属镍板，已通过多种渠道调配到充足现货进行交割。从小道消息来看，当时业内好几家大型企业都参与到了此次的置换，可谓是众志成城。项光达的原话是：“接到很多电话，国家有关部门和领导对青山都很支持。”那么，最后的结果为什么不是青山集团拿出20万吨镍交割品，交给华尔街接盘侠，让他们拿货无处存放，最后只能低价出售，赔上百亿美金呢？凑了20万吨镍交割品固然能够解决燃眉之急，但这么多镍交出去，国内企业该怎么办？难道所有企业都停止生产，等上几个月，新镍生产出来再恢复生产？这么做，固然很解气，付出的代价也太大了。项光达作为成熟的企业家，3月9日到3月15日，他在能拿出20万吨交割品的底气下，同对手进行了谈判，最终达成了“静默协议”。从6月29日的消息来看，青山集团缩减了空头头寸让自己转危为安，华尔街机构虽然赔了点小钱，但避免了损失扩大化，算是两边都能接受的结果。/谁是“妖镍大战”真正的幕后黑手？/3月初事件发生时，有人按过计算器，说当时青山集团可能亏损80亿到120亿美金，折合人民币上千亿。逼空这么大体量资金，涉及的资金必然不会少。当时有人怀疑大宗商品巨头嘉能可是幕后黑手，目的是为了拿到青山在印尼镍矿60%的股权。嘉能可成立于1974年，是瑞士最大的企业，营业收入高达2151.1亿美元，经营范围覆盖矿产品、能源产品和农产品的供应。但嘉能可不可能自己拿出这么多钱，背后一定有团队。从目前的情况看，至少现在已经逼出来摩根大通和埃利奥特这两头“来自华尔街的狼”。4月，摩根大通第一季财报早就出卖了它，财报显示与镍相关的业务出现了1.2亿美元的亏损。能让华尔街老牌投行一季度在单一期货商品上大亏上亿美元，除了参与了3月的“妖镍逼空”事件，很难有别的理由让人信服。事后相关信息也证明，它是青山集团大量空头头寸的最大交易对手方。而三个月前，在青山逾15万吨的镍空头头寸中，约有5万吨是通过摩根大通场外头寸持有，当时青山控股集团一度欠摩根大通约10亿美元保证金。短短三个月间，摩根大通便陷入了1.2亿美元亏损的泥潭。财务上出了这么大窟窿，负责人总得说点什么吧。摩根大通首席执行官杰米·戴蒙（Jamie Dimon）不情愿地说：“我们本季度有一点亏损，我们会设法渡过难关的。我们会对自己做错了什么，以及伦金所之后可以采取哪些不同措施进行事后分析。”这句话说的很官方，但细品有两重意思：一，他们是在帮客户做事，摩根大通亏了，他们的客户也亏了。至于客户是谁，是不是嘉能可，并没说。二，他们对伦金所“拔网线”的行为是有保留意见的，说不定还得“采取措施”。摩根大通会采取什么措施不好说，但有人已经开始行动了，他们似乎并不认输，还在做最后的挣扎。▲图源/视觉中国根据港交所6月6日发布的公告，6月1日美国著名投资公司“埃利奥特管理公司”向他们发难，认为伦金所“取消2022年3月8日英国时间00：00之后交易的行为不合法。”埃利奥特旗下两只对冲基金将港交所和其子公司伦金所（LME）及其清算公司LME Clear Limite告上英国高等法院，准备索赔约4.56亿美元，约30亿人民币。埃利奥特管理公司成立于1977年，2021年底基金管理规模超515亿美元，它是名副其实的华尔街之狼，以强硬、激进、狠辣的投资风格闻名。埃利奥特到底有多凶狠？它能让一个国家不得安生。2000年底，阿根廷动荡不安，半个月连续换了5任总统，高达1500亿美元的外债无力偿还。正当其他金融机构避之不及时，埃利奥特用6.17亿美元抄底阿根廷国债。此后9年时间里，阿根廷为了重振经济提出债务重组方案，埃利奥特为首的债权人2次无情拒绝，还将阿根廷告上美国法庭。想象不到这招有多狠，可以类比现在债权人不同意恒大重组，恒大会怎样。2017年6月16日，美国最高法院最终判决阿根廷败诉。阿根廷含泪拿出了22.8亿美元和解，这一单埃利奥特赚了3.7倍，但每一分钱都是阿根廷人民的血汗钱。至于到底有多少华尔街的资本机构参与此事，目前还不明确。如果埃利奥特能从与港交所的官司中获胜，或许有可能看到。因为“分肉”的时候，华尔街的狼才会愿意倾巢出动。/“中国镍王”捏住马斯克们命门？ /据《每日经济新闻》报道，嘉能可相关人员在回复是否参与此事时表示，“上述这种说法完全是胡说八道（total nonsense）。”但报道中也同时指出有行内人员认为嘉能可即使没有直接参与，也是这一波行情的间接参与者。市场之所以这样猜测，是因为在全球范围内，对于金属镍的争夺已经进入白热化的阶段。镍是制造新能源三元锂电池的重要原材料之一，在电池总成本中占比将近30%，如果是高镍、超高镍电池这个比例还将更高。但镍元素在全世界分布不均，开采难度大。“镍焦虑”是新能源汽车大佬的普遍问题，连特斯拉CEO马斯克都说，镍原料的短缺是影响电动车电池生产的最大障碍。数据显示，2021年3月至2022年3月，伦金所的镍库存持续下降，降幅接近70%。主要原因是镍交割品被大量买去用于制造新能源电池。预计2023年-2025年镍的缺口分别为-2.56万吨、-2.79万吨、-6.53万吨。这不就是老天爷端着饭碗给项光达喂饭吗？1958年项光达出生于温州龙湾沙城镇的一个普通工人家庭。毕业后在国企干了八年，还当上了车间主任。1988年，项光达准备“三十而立”，他放弃了当时人人羡慕的“铁饭碗”，联合张积敏等亲戚合伙创办了“浙江瓯海汽车门窗制造公司”。由于注重研发，项光达的汽车门窗生意很好。1993年底，他与中国一汽车轮厂联合开发汽车轮辋钢，并投资2400万元，成立“浙江丰业异型钢公司”。并于1995年改组公司，成立“浙江丰业集团有限公司”，正式进入不锈钢行业。2005年之后，整个钢铁行业进入去库存周期。项光达意识到，如果不改变，企业迟早淹没在不锈钢企业的洪流中。项光达拿出100亿投入研发新技术，率先引进国际先进的回转窑—矿热炉（RKEF）冶炼工艺，又带队研发出RKEF—AOD炉双联法新技术，把不锈钢冶炼的总能耗砍掉了50%，每吨成本节省800元。“不锈钢60%--70%都是镍，那镍是谁来生产的？是老外生产的，我们自己没有生产。”项光达又将生产“镍”提到了议事日程。2008年金融危机时，项光达趁机收购了全球镍储量最高的印尼镍矿。青山控股与印尼八星投资有限公司合资设立苏拉威西矿业投资有限公司，获得了面积为4.70万公顷的红土镍矿开采权。矿业园区很快建立，2010年2月，第一次由中国公司在国外生产的镍顺利装船回国。青山控股集团又攻克了用红土镍矿提纯高冰镍的技术，一通操作下来，项光达已经打通了镍生产的上下游。有“镍”在手，不锈钢不愁。青山控股集团旗下有十多家不锈钢类子公司，2009年至2019年，青山控股不锈钢产量从百万吨增至千万吨，销售额从几百亿增至2000多亿元，目前已经坐稳全球最大不锈钢生产企业的宝座。项光达也成为当地政府企业座谈会上的常客。2021年青山控股集团总营收高达2928.92亿，位列世界500强第279位。天眼查显示，项光达通过各种路径，占有青山控股集团的股权比例高达48.45%，是集团的实际控制人。▲青山控股股权结构/天眼查截图这些年，新能源产业逐步兴起，尤其是2020年之后，新能源成为当下最火的赛道，没有之一。A股的宁德时代、比亚迪市值破万亿，特斯拉的市值甚至超过几家老牌汽车公司市值总和。新能源行业缺镍，项光达手里有很多。青山控股2021年镍产量为60万吨，2022年将达到85万吨占到全球总量的30%，2023年更将达到110万吨。手握全球近30%的镍产量，可以说，项光达是妥妥的“镍之王”，也把新能源汽车行业的命门捏得死死的。不满足只是给新能源汽车“打工”，目前青山集团已携手徐工集团，入局新能源汽车产业。只是人红是非多，风口上的猪也是最容易被下手的对象。安然渡过这一“劫”的项光达，还是要小心，他手上的“镍”太多，太诱人了。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":5658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041646830,"gmtCreate":1656047037020,"gmtModify":1676535758550,"author":{"id":"4100586589107860","authorId":"4100586589107860","name":"Janny 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Various beaten-down electric vehicle (EV) stocks were getting a lot of love from the market. Shares of <a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> , <a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> , <a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a> and <a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> were all up between 7% and 10%. Higher oil prices and climate concerns have turned consumers’ attention toward electric vehicles in recent times. However, the growth in the automobile sector, including EVs, has slowed due to various macroeconomic, geopolitical, supply-chain troubles and other factors. I would like to inv","listText":"The market was bouncing back today from a rough last week. Various beaten-down electric vehicle (EV) stocks were getting a lot of love from the market. Shares of <a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> , <a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> , <a href=\"https://laohu8.com/S/LCID\">$Lucid Group Inc(LCID)$</a> and <a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> were all up between 7% and 10%. Higher oil prices and climate concerns have turned consumers’ attention toward electric vehicles in recent times. However, the growth in the automobile sector, including EVs, has slowed due to various macroeconomic, geopolitical, supply-chain troubles and other factors. I would like to inv","text":"The market was bouncing back today from a rough last week. Various beaten-down electric vehicle (EV) stocks were getting a lot of love from the market. Shares of $Tesla Motors(TSLA)$ , $NIO Inc.(NIO)$ , $Lucid Group Inc(LCID)$ and $Rivian Automotive, Inc.(RIVN)$ were all up between 7% and 10%. Higher oil prices and climate concerns have turned consumers’ attention toward electric vehicles in recent times. However, the growth in the automobile sector, including EVs, has slowed due to various macroeconomic, geopolitical, supply-chain troubles and other factors. I would like to inv","images":[{"img":"https://community-static.tradeup.com/news/06165d877f8cb2c58d9980a723d29d2d","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/6e371252d5d16a7f950c43b01d9b9c2f","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/315ba8632e15b19f8d3287644e5f7166","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043378203","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028060601,"gmtCreate":1653118133303,"gmtModify":1676535227832,"author":{"id":"4100586589107860","authorId":"4100586589107860","name":"Janny 99","avatar":"https://community-static.tradeup.com/news/073d8249f2efefe0cca55c7c1a2b520d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100586589107860","idStr":"4100586589107860"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028060601","repostId":"615471867","repostType":1,"repost":{"id":615471867,"gmtCreate":1653108572659,"gmtModify":1676533132269,"author":{"id":"3521844918918291","authorId":"3521844918918291","name":"科记汇新媒体","avatar":"https://static.tigerbbs.com/36f590ce20fb38a9e01ca45737e0a0fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3521844918918291","idStr":"3521844918918291"},"themes":[],"title":"管清友：時代的一瞬間，對普通個體而言，可能就是幾代人的命運","htmlText":"編者按當前，國內經濟是嚴峻的，無論是官方、學界還是資本市場都認識到了。當然這個話說起來很容易，但背後的現實是殘酷的。我們經常講一句話，經濟數據宏觀上是大勢所趨、前後左右、東西南北，微觀上是社會百態、萬家燈火、悲歡離合。更深遠去想，時代的一瞬間，對普通個體而言，可能就是幾代人的命運。本文爲管院長近期在某經濟論壇上的發言整理而來。文/如是金融研究院院長管清友01形勢緊迫，特別要重視年輕人的失業問題說實話，從我個人從業的角度來看，確實從來沒有見過如此嚴峻危機的狀況，我希望以後不要再見到了，希望這是一個底部，當然這是一個善良的願望。兩個問題是關鍵：一是增長，二是就業。關於經濟增長。國內有機構測算中國2022年二季度GDP增長有可能跌破4%或3%。這是大概率，甚至可能更差。從國際機構對全年的預測看，OECD預測爲4.95%，IMF預測爲4.4%。顯然，這沒有充分考慮三月以來中國疫情情況。很多機構給出不同預測，今年大家對經濟分析預測分歧比較大，有很多不確定性，特別是國內的疫情防控政策，有些國外機構甚至給出更悲觀的預測數據，實際上現在爭論這個問題意義並不大。從目前觀察和感受到的情況看，在二季度中，原來我們希望在4月底結束目前疫情防控的狀況，現在看要到5月底了，有些地區甚至要更久，這對經濟的殺傷力還是比較大的。沒有增長就就沒有一切，增長是基礎。事實一再提醒我們，發展是解決中國諸多問題的關鍵。關於就業問題。4月全國城鎮調查失業率爲6.1％，比3月上升0.3個百分點。有媒體機構給出的青年人失業率，十分驚人——16-24歲青年人的失業率爲18.2%，創下歷史新高。其他一些媒體和機構也給出了數據，非常慘淡。年輕人現在的就業率太低了，失業率太高了。無論是媒體和機構提供的調查統計，還是我們自己切身的感受，問問各個學校的書記、校長、院長們，問問身邊的這些學生，包括和往年的感受相比，大家都能體會到。我想說","listText":"編者按當前，國內經濟是嚴峻的，無論是官方、學界還是資本市場都認識到了。當然這個話說起來很容易，但背後的現實是殘酷的。我們經常講一句話，經濟數據宏觀上是大勢所趨、前後左右、東西南北，微觀上是社會百態、萬家燈火、悲歡離合。更深遠去想，時代的一瞬間，對普通個體而言，可能就是幾代人的命運。本文爲管院長近期在某經濟論壇上的發言整理而來。文/如是金融研究院院長管清友01形勢緊迫，特別要重視年輕人的失業問題說實話，從我個人從業的角度來看，確實從來沒有見過如此嚴峻危機的狀況，我希望以後不要再見到了，希望這是一個底部，當然這是一個善良的願望。兩個問題是關鍵：一是增長，二是就業。關於經濟增長。國內有機構測算中國2022年二季度GDP增長有可能跌破4%或3%。這是大概率，甚至可能更差。從國際機構對全年的預測看，OECD預測爲4.95%，IMF預測爲4.4%。顯然，這沒有充分考慮三月以來中國疫情情況。很多機構給出不同預測，今年大家對經濟分析預測分歧比較大，有很多不確定性，特別是國內的疫情防控政策，有些國外機構甚至給出更悲觀的預測數據，實際上現在爭論這個問題意義並不大。從目前觀察和感受到的情況看，在二季度中，原來我們希望在4月底結束目前疫情防控的狀況，現在看要到5月底了，有些地區甚至要更久，這對經濟的殺傷力還是比較大的。沒有增長就就沒有一切，增長是基礎。事實一再提醒我們，發展是解決中國諸多問題的關鍵。關於就業問題。4月全國城鎮調查失業率爲6.1％，比3月上升0.3個百分點。有媒體機構給出的青年人失業率，十分驚人——16-24歲青年人的失業率爲18.2%，創下歷史新高。其他一些媒體和機構也給出了數據，非常慘淡。年輕人現在的就業率太低了，失業率太高了。無論是媒體和機構提供的調查統計，還是我們自己切身的感受，問問各個學校的書記、校長、院長們，問問身邊的這些學生，包括和往年的感受相比，大家都能體會到。我想說","text":"編者按當前，國內經濟是嚴峻的，無論是官方、學界還是資本市場都認識到了。當然這個話說起來很容易，但背後的現實是殘酷的。我們經常講一句話，經濟數據宏觀上是大勢所趨、前後左右、東西南北，微觀上是社會百態、萬家燈火、悲歡離合。更深遠去想，時代的一瞬間，對普通個體而言，可能就是幾代人的命運。本文爲管院長近期在某經濟論壇上的發言整理而來。文/如是金融研究院院長管清友01形勢緊迫，特別要重視年輕人的失業問題說實話，從我個人從業的角度來看，確實從來沒有見過如此嚴峻危機的狀況，我希望以後不要再見到了，希望這是一個底部，當然這是一個善良的願望。兩個問題是關鍵：一是增長，二是就業。關於經濟增長。國內有機構測算中國2022年二季度GDP增長有可能跌破4%或3%。這是大概率，甚至可能更差。從國際機構對全年的預測看，OECD預測爲4.95%，IMF預測爲4.4%。顯然，這沒有充分考慮三月以來中國疫情情況。很多機構給出不同預測，今年大家對經濟分析預測分歧比較大，有很多不確定性，特別是國內的疫情防控政策，有些國外機構甚至給出更悲觀的預測數據，實際上現在爭論這個問題意義並不大。從目前觀察和感受到的情況看，在二季度中，原來我們希望在4月底結束目前疫情防控的狀況，現在看要到5月底了，有些地區甚至要更久，這對經濟的殺傷力還是比較大的。沒有增長就就沒有一切，增長是基礎。事實一再提醒我們，發展是解決中國諸多問題的關鍵。關於就業問題。4月全國城鎮調查失業率爲6.1％，比3月上升0.3個百分點。有媒體機構給出的青年人失業率，十分驚人——16-24歲青年人的失業率爲18.2%，創下歷史新高。其他一些媒體和機構也給出了數據，非常慘淡。年輕人現在的就業率太低了，失業率太高了。無論是媒體和機構提供的調查統計，還是我們自己切身的感受，問問各個學校的書記、校長、院長們，問問身邊的這些學生，包括和往年的感受相比，大家都能體會到。我想說","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/615471867","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062919131,"gmtCreate":1651985897723,"gmtModify":1676535009420,"author":{"id":"4100586589107860","authorId":"4100586589107860","name":"Janny 99","avatar":"https://community-static.tradeup.com/news/073d8249f2efefe0cca55c7c1a2b520d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100586589107860","idStr":"4100586589107860"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062919131","repostId":"616795861","repostType":1,"repost":{"id":616795861,"gmtCreate":1651909620000,"gmtModify":1676533074523,"author":{"id":"3585174875227135","authorId":"3585174875227135","name":"中指研究院","avatar":"https://static.tigerbbs.com/c37ce6cc70c6f31a0f7f7db20a7cccdb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585174875227135","idStr":"3585174875227135"},"themes":[],"title":"2022年1-4月淄博房地產企業銷售業績TOP10","htmlText":"2022年1-4月，淄博商品房市場累計成交金額約155.5億元，累計成交面積約169.3萬平，與去年同期相比有所下滑；4月共2宗住宅用地新增供應，無宅地成交。下面讓我們來看一下2022年1-4月淄博房地產企業的銷售業績排行： 房企TOP10 特別聲明：房地產企業銷售數據統計是以2022年1-4月期間銷售的商品房爲統計口徑，項目銷售數據以商品住宅爲統計口徑，主要依據中指數據CREIS（點擊試用）在淄博的銷售監測數據；對於少數沒有在監測範圍內的項目，由企業提供相關證明，經課題組對數據進行嚴格審覈，也納入統計範圍。本榜單僅供參考，不保證數據的準確性、完整性及可靠性，不對使用榜單及內容所引發的任何直接或間接損失承擔責任。 2022年1-4月份，淄博房地產企業銷售金額TOP10企業合計銷售金額爲46.5億元，銷售面積TOP10企業合計銷售面積49.8萬平。 山東金鼎智達集團表現優異，以7.7億元/8.1萬平的銷售業績蟬聯銷售金額、銷售面積排行榜雙榜冠軍；魯商發展以7.3億元/7萬平的銷售業績位列銷售金額、面積排行榜雙榜第二名；同時萬科以5.3億元的銷售額位居銷售金額榜單第三名；中國恆大以6.4萬平的銷售面積位居銷售面積榜單第三名。 項目TOP10 2022年1-4月份，淄博商品住宅項目銷售金額排行榜TOP10合計銷售金額爲35.72億元，本月TOP10門檻值提高至1.96億元。 排行榜前三位的項目銷售金額均超4億，其中魯商學府公館熱銷，以7.24億的銷售額位居榜首；第二位是創業.悅湖花園，銷售金額爲4.56億；淄博創業創新谷排名第三，銷售金額爲4.51億。 2022年1-4月份，淄博商品住宅項目銷售面積TOP10合計銷售面積爲39.44萬平，排行榜前四位項目銷售面積均超過4萬平。 其中，魯商學府公館榮登銷售面積冠軍寶座，銷售面積6.99萬平；創業.悅湖花園以5.15萬平位列第二；水岸","listText":"2022年1-4月，淄博商品房市場累計成交金額約155.5億元，累計成交面積約169.3萬平，與去年同期相比有所下滑；4月共2宗住宅用地新增供應，無宅地成交。下面讓我們來看一下2022年1-4月淄博房地產企業的銷售業績排行： 房企TOP10 特別聲明：房地產企業銷售數據統計是以2022年1-4月期間銷售的商品房爲統計口徑，項目銷售數據以商品住宅爲統計口徑，主要依據中指數據CREIS（點擊試用）在淄博的銷售監測數據；對於少數沒有在監測範圍內的項目，由企業提供相關證明，經課題組對數據進行嚴格審覈，也納入統計範圍。本榜單僅供參考，不保證數據的準確性、完整性及可靠性，不對使用榜單及內容所引發的任何直接或間接損失承擔責任。 2022年1-4月份，淄博房地產企業銷售金額TOP10企業合計銷售金額爲46.5億元，銷售面積TOP10企業合計銷售面積49.8萬平。 山東金鼎智達集團表現優異，以7.7億元/8.1萬平的銷售業績蟬聯銷售金額、銷售面積排行榜雙榜冠軍；魯商發展以7.3億元/7萬平的銷售業績位列銷售金額、面積排行榜雙榜第二名；同時萬科以5.3億元的銷售額位居銷售金額榜單第三名；中國恆大以6.4萬平的銷售面積位居銷售面積榜單第三名。 項目TOP10 2022年1-4月份，淄博商品住宅項目銷售金額排行榜TOP10合計銷售金額爲35.72億元，本月TOP10門檻值提高至1.96億元。 排行榜前三位的項目銷售金額均超4億，其中魯商學府公館熱銷，以7.24億的銷售額位居榜首；第二位是創業.悅湖花園，銷售金額爲4.56億；淄博創業創新谷排名第三，銷售金額爲4.51億。 2022年1-4月份，淄博商品住宅項目銷售面積TOP10合計銷售面積爲39.44萬平，排行榜前四位項目銷售面積均超過4萬平。 其中，魯商學府公館榮登銷售面積冠軍寶座，銷售面積6.99萬平；創業.悅湖花園以5.15萬平位列第二；水岸","text":"2022年1-4月，淄博商品房市場累計成交金額約155.5億元，累計成交面積約169.3萬平，與去年同期相比有所下滑；4月共2宗住宅用地新增供應，無宅地成交。下面讓我們來看一下2022年1-4月淄博房地產企業的銷售業績排行： 房企TOP10 特別聲明：房地產企業銷售數據統計是以2022年1-4月期間銷售的商品房爲統計口徑，項目銷售數據以商品住宅爲統計口徑，主要依據中指數據CREIS（點擊試用）在淄博的銷售監測數據；對於少數沒有在監測範圍內的項目，由企業提供相關證明，經課題組對數據進行嚴格審覈，也納入統計範圍。本榜單僅供參考，不保證數據的準確性、完整性及可靠性，不對使用榜單及內容所引發的任何直接或間接損失承擔責任。 2022年1-4月份，淄博房地產企業銷售金額TOP10企業合計銷售金額爲46.5億元，銷售面積TOP10企業合計銷售面積49.8萬平。 山東金鼎智達集團表現優異，以7.7億元/8.1萬平的銷售業績蟬聯銷售金額、銷售面積排行榜雙榜冠軍；魯商發展以7.3億元/7萬平的銷售業績位列銷售金額、面積排行榜雙榜第二名；同時萬科以5.3億元的銷售額位居銷售金額榜單第三名；中國恆大以6.4萬平的銷售面積位居銷售面積榜單第三名。 項目TOP10 2022年1-4月份，淄博商品住宅項目銷售金額排行榜TOP10合計銷售金額爲35.72億元，本月TOP10門檻值提高至1.96億元。 排行榜前三位的項目銷售金額均超4億，其中魯商學府公館熱銷，以7.24億的銷售額位居榜首；第二位是創業.悅湖花園，銷售金額爲4.56億；淄博創業創新谷排名第三，銷售金額爲4.51億。 2022年1-4月份，淄博商品住宅項目銷售面積TOP10合計銷售面積爲39.44萬平，排行榜前四位項目銷售面積均超過4萬平。 其中，魯商學府公館榮登銷售面積冠軍寶座，銷售面積6.99萬平；創業.悅湖花園以5.15萬平位列第二；水岸","images":[{"img":"https://static.tigerbbs.com/b3060b0170b14c6abca002ba47f0e44a","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/2c0237a871634d49b8579c31becab61c","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/f4dccb4f02ec42faa39158dcceb1495e","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/616795861","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063356037,"gmtCreate":1651414365766,"gmtModify":1676534902976,"author":{"id":"4100586589107860","authorId":"4100586589107860","name":"Janny 99","avatar":"https://community-static.tradeup.com/news/073d8249f2efefe0cca55c7c1a2b520d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100586589107860","idStr":"4100586589107860"},"themes":[],"title":"","htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063356037","repostId":"9063359747","repostType":1,"repost":{"id":9063359747,"gmtCreate":1651413782288,"gmtModify":1676534902922,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574381076586256","idStr":"3574381076586256"},"themes":[],"title":"BABA stock technical analysis","htmlText":"1D chart of BABA as of 30Apr2022From the 1D chart of $BABA above, we can see that the stock has been on a perpetual downtrend.The Stochastic indicator points to an uptrend and the MACD is about to confirm a cross over (a typically buy signal). What is interesting is that the 3 EMA lines are also converging. Typically when they converge, it also serves as a signal for the reversal of the downtrend. It is essential that the most recent downtrend fail to challenge the 52 week low of 73.28. with the candle finally touching the MA50 line, there is hope that the price is moving away from the bearish sentiments.Interpretation of MA50 & MA200 linesUsing the MA50 line (as a short term trend outlook), a candle underneath the MA 50 line can imply a bearish zone and a break above th","listText":"1D chart of BABA as of 30Apr2022From the 1D chart of $BABA above, we can see that the stock has been on a perpetual downtrend.The Stochastic indicator points to an uptrend and the MACD is about to confirm a cross over (a typically buy signal). What is interesting is that the 3 EMA lines are also converging. Typically when they converge, it also serves as a signal for the reversal of the downtrend. It is essential that the most recent downtrend fail to challenge the 52 week low of 73.28. with the candle finally touching the MA50 line, there is hope that the price is moving away from the bearish sentiments.Interpretation of MA50 & MA200 linesUsing the MA50 line (as a short term trend outlook), a candle underneath the MA 50 line can imply a bearish zone and a break above th","text":"1D chart of BABA as of 30Apr2022From the 1D chart of $BABA above, we can see that the stock has been on a perpetual downtrend.The Stochastic indicator points to an uptrend and the MACD is about to confirm a cross over (a typically buy signal). What is interesting is that the 3 EMA lines are also converging. Typically when they converge, it also serves as a signal for the reversal of the downtrend. It is essential that the most recent downtrend fail to challenge the 52 week low of 73.28. with the candle finally touching the MA50 line, there is hope that the price is moving away from the bearish sentiments.Interpretation of MA50 & MA200 linesUsing the MA50 line (as a short term trend outlook), a candle underneath the MA 50 line can imply a bearish zone and a break above th","images":[{"img":"https://community-static.tradeup.com/news/5ecae120fdacea47b27a181167fbf9ad","width":"632","height":"354"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063359747","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":385691768754344,"gmtCreate":1735174170751,"gmtModify":1735177497672,"author":{"id":"4100586589107860","authorId":"4100586589107860","name":"Janny 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99","avatar":"https://community-static.tradeup.com/news/073d8249f2efefe0cca55c7c1a2b520d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100586589107860","authorIdStr":"4100586589107860"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a>","text":"$苹果(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/01aa5cc050f98c323ce4b8be228f47d9","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406497264578872","isVote":1,"tweetType":1,"viewCount":5207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":616613283692840,"gmtCreate":1791519346291,"gmtModify":1791519349018,"author":{"id":"4100586589107860","authorId":"4100586589107860","name":"Janny 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99","avatar":"https://community-static.tradeup.com/news/073d8249f2efefe0cca55c7c1a2b520d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100586589107860","authorIdStr":"4100586589107860"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028060601","repostId":"615471867","repostType":1,"repost":{"id":615471867,"gmtCreate":1653108572659,"gmtModify":1676533132269,"author":{"id":"3521844918918291","authorId":"3521844918918291","name":"科记汇新媒体","avatar":"https://static.tigerbbs.com/36f590ce20fb38a9e01ca45737e0a0fe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521844918918291","authorIdStr":"3521844918918291"},"themes":[],"title":"管清友：時代的一瞬間，對普通個體而言，可能就是幾代人的命運","htmlText":"編者按當前，國內經濟是嚴峻的，無論是官方、學界還是資本市場都認識到了。當然這個話說起來很容易，但背後的現實是殘酷的。我們經常講一句話，經濟數據宏觀上是大勢所趨、前後左右、東西南北，微觀上是社會百態、萬家燈火、悲歡離合。更深遠去想，時代的一瞬間，對普通個體而言，可能就是幾代人的命運。本文爲管院長近期在某經濟論壇上的發言整理而來。文/如是金融研究院院長管清友01形勢緊迫，特別要重視年輕人的失業問題說實話，從我個人從業的角度來看，確實從來沒有見過如此嚴峻危機的狀況，我希望以後不要再見到了，希望這是一個底部，當然這是一個善良的願望。兩個問題是關鍵：一是增長，二是就業。關於經濟增長。國內有機構測算中國2022年二季度GDP增長有可能跌破4%或3%。這是大概率，甚至可能更差。從國際機構對全年的預測看，OECD預測爲4.95%，IMF預測爲4.4%。顯然，這沒有充分考慮三月以來中國疫情情況。很多機構給出不同預測，今年大家對經濟分析預測分歧比較大，有很多不確定性，特別是國內的疫情防控政策，有些國外機構甚至給出更悲觀的預測數據，實際上現在爭論這個問題意義並不大。從目前觀察和感受到的情況看，在二季度中，原來我們希望在4月底結束目前疫情防控的狀況，現在看要到5月底了，有些地區甚至要更久，這對經濟的殺傷力還是比較大的。沒有增長就就沒有一切，增長是基礎。事實一再提醒我們，發展是解決中國諸多問題的關鍵。關於就業問題。4月全國城鎮調查失業率爲6.1％，比3月上升0.3個百分點。有媒體機構給出的青年人失業率，十分驚人——16-24歲青年人的失業率爲18.2%，創下歷史新高。其他一些媒體和機構也給出了數據，非常慘淡。年輕人現在的就業率太低了，失業率太高了。無論是媒體和機構提供的調查統計，還是我們自己切身的感受，問問各個學校的書記、校長、院長們，問問身邊的這些學生，包括和往年的感受相比，大家都能體會到。我想說","listText":"編者按當前，國內經濟是嚴峻的，無論是官方、學界還是資本市場都認識到了。當然這個話說起來很容易，但背後的現實是殘酷的。我們經常講一句話，經濟數據宏觀上是大勢所趨、前後左右、東西南北，微觀上是社會百態、萬家燈火、悲歡離合。更深遠去想，時代的一瞬間，對普通個體而言，可能就是幾代人的命運。本文爲管院長近期在某經濟論壇上的發言整理而來。文/如是金融研究院院長管清友01形勢緊迫，特別要重視年輕人的失業問題說實話，從我個人從業的角度來看，確實從來沒有見過如此嚴峻危機的狀況，我希望以後不要再見到了，希望這是一個底部，當然這是一個善良的願望。兩個問題是關鍵：一是增長，二是就業。關於經濟增長。國內有機構測算中國2022年二季度GDP增長有可能跌破4%或3%。這是大概率，甚至可能更差。從國際機構對全年的預測看，OECD預測爲4.95%，IMF預測爲4.4%。顯然，這沒有充分考慮三月以來中國疫情情況。很多機構給出不同預測，今年大家對經濟分析預測分歧比較大，有很多不確定性，特別是國內的疫情防控政策，有些國外機構甚至給出更悲觀的預測數據，實際上現在爭論這個問題意義並不大。從目前觀察和感受到的情況看，在二季度中，原來我們希望在4月底結束目前疫情防控的狀況，現在看要到5月底了，有些地區甚至要更久，這對經濟的殺傷力還是比較大的。沒有增長就就沒有一切，增長是基礎。事實一再提醒我們，發展是解決中國諸多問題的關鍵。關於就業問題。4月全國城鎮調查失業率爲6.1％，比3月上升0.3個百分點。有媒體機構給出的青年人失業率，十分驚人——16-24歲青年人的失業率爲18.2%，創下歷史新高。其他一些媒體和機構也給出了數據，非常慘淡。年輕人現在的就業率太低了，失業率太高了。無論是媒體和機構提供的調查統計，還是我們自己切身的感受，問問各個學校的書記、校長、院長們，問問身邊的這些學生，包括和往年的感受相比，大家都能體會到。我想說","text":"編者按當前，國內經濟是嚴峻的，無論是官方、學界還是資本市場都認識到了。當然這個話說起來很容易，但背後的現實是殘酷的。我們經常講一句話，經濟數據宏觀上是大勢所趨、前後左右、東西南北，微觀上是社會百態、萬家燈火、悲歡離合。更深遠去想，時代的一瞬間，對普通個體而言，可能就是幾代人的命運。本文爲管院長近期在某經濟論壇上的發言整理而來。文/如是金融研究院院長管清友01形勢緊迫，特別要重視年輕人的失業問題說實話，從我個人從業的角度來看，確實從來沒有見過如此嚴峻危機的狀況，我希望以後不要再見到了，希望這是一個底部，當然這是一個善良的願望。兩個問題是關鍵：一是增長，二是就業。關於經濟增長。國內有機構測算中國2022年二季度GDP增長有可能跌破4%或3%。這是大概率，甚至可能更差。從國際機構對全年的預測看，OECD預測爲4.95%，IMF預測爲4.4%。顯然，這沒有充分考慮三月以來中國疫情情況。很多機構給出不同預測，今年大家對經濟分析預測分歧比較大，有很多不確定性，特別是國內的疫情防控政策，有些國外機構甚至給出更悲觀的預測數據，實際上現在爭論這個問題意義並不大。從目前觀察和感受到的情況看，在二季度中，原來我們希望在4月底結束目前疫情防控的狀況，現在看要到5月底了，有些地區甚至要更久，這對經濟的殺傷力還是比較大的。沒有增長就就沒有一切，增長是基礎。事實一再提醒我們，發展是解決中國諸多問題的關鍵。關於就業問題。4月全國城鎮調查失業率爲6.1％，比3月上升0.3個百分點。有媒體機構給出的青年人失業率，十分驚人——16-24歲青年人的失業率爲18.2%，創下歷史新高。其他一些媒體和機構也給出了數據，非常慘淡。年輕人現在的就業率太低了，失業率太高了。無論是媒體和機構提供的調查統計，還是我們自己切身的感受，問問各個學校的書記、校長、院長們，問問身邊的這些學生，包括和往年的感受相比，大家都能體會到。我想說","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/615471867","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062919131,"gmtCreate":1651985897723,"gmtModify":1676535009420,"author":{"id":"4100586589107860","authorId":"4100586589107860","name":"Janny 99","avatar":"https://community-static.tradeup.com/news/073d8249f2efefe0cca55c7c1a2b520d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100586589107860","authorIdStr":"4100586589107860"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062919131","repostId":"616795861","repostType":1,"repost":{"id":616795861,"gmtCreate":1651909620000,"gmtModify":1676533074523,"author":{"id":"3585174875227135","authorId":"3585174875227135","name":"中指研究院","avatar":"https://static.tigerbbs.com/c37ce6cc70c6f31a0f7f7db20a7cccdb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585174875227135","authorIdStr":"3585174875227135"},"themes":[],"title":"2022年1-4月淄博房地產企業銷售業績TOP10","htmlText":"2022年1-4月，淄博商品房市場累計成交金額約155.5億元，累計成交面積約169.3萬平，與去年同期相比有所下滑；4月共2宗住宅用地新增供應，無宅地成交。下面讓我們來看一下2022年1-4月淄博房地產企業的銷售業績排行： 房企TOP10 特別聲明：房地產企業銷售數據統計是以2022年1-4月期間銷售的商品房爲統計口徑，項目銷售數據以商品住宅爲統計口徑，主要依據中指數據CREIS（點擊試用）在淄博的銷售監測數據；對於少數沒有在監測範圍內的項目，由企業提供相關證明，經課題組對數據進行嚴格審覈，也納入統計範圍。本榜單僅供參考，不保證數據的準確性、完整性及可靠性，不對使用榜單及內容所引發的任何直接或間接損失承擔責任。 2022年1-4月份，淄博房地產企業銷售金額TOP10企業合計銷售金額爲46.5億元，銷售面積TOP10企業合計銷售面積49.8萬平。 山東金鼎智達集團表現優異，以7.7億元/8.1萬平的銷售業績蟬聯銷售金額、銷售面積排行榜雙榜冠軍；魯商發展以7.3億元/7萬平的銷售業績位列銷售金額、面積排行榜雙榜第二名；同時萬科以5.3億元的銷售額位居銷售金額榜單第三名；中國恆大以6.4萬平的銷售面積位居銷售面積榜單第三名。 項目TOP10 2022年1-4月份，淄博商品住宅項目銷售金額排行榜TOP10合計銷售金額爲35.72億元，本月TOP10門檻值提高至1.96億元。 排行榜前三位的項目銷售金額均超4億，其中魯商學府公館熱銷，以7.24億的銷售額位居榜首；第二位是創業.悅湖花園，銷售金額爲4.56億；淄博創業創新谷排名第三，銷售金額爲4.51億。 2022年1-4月份，淄博商品住宅項目銷售面積TOP10合計銷售面積爲39.44萬平，排行榜前四位項目銷售面積均超過4萬平。 其中，魯商學府公館榮登銷售面積冠軍寶座，銷售面積6.99萬平；創業.悅湖花園以5.15萬平位列第二；水岸","listText":"2022年1-4月，淄博商品房市場累計成交金額約155.5億元，累計成交面積約169.3萬平，與去年同期相比有所下滑；4月共2宗住宅用地新增供應，無宅地成交。下面讓我們來看一下2022年1-4月淄博房地產企業的銷售業績排行： 房企TOP10 特別聲明：房地產企業銷售數據統計是以2022年1-4月期間銷售的商品房爲統計口徑，項目銷售數據以商品住宅爲統計口徑，主要依據中指數據CREIS（點擊試用）在淄博的銷售監測數據；對於少數沒有在監測範圍內的項目，由企業提供相關證明，經課題組對數據進行嚴格審覈，也納入統計範圍。本榜單僅供參考，不保證數據的準確性、完整性及可靠性，不對使用榜單及內容所引發的任何直接或間接損失承擔責任。 2022年1-4月份，淄博房地產企業銷售金額TOP10企業合計銷售金額爲46.5億元，銷售面積TOP10企業合計銷售面積49.8萬平。 山東金鼎智達集團表現優異，以7.7億元/8.1萬平的銷售業績蟬聯銷售金額、銷售面積排行榜雙榜冠軍；魯商發展以7.3億元/7萬平的銷售業績位列銷售金額、面積排行榜雙榜第二名；同時萬科以5.3億元的銷售額位居銷售金額榜單第三名；中國恆大以6.4萬平的銷售面積位居銷售面積榜單第三名。 項目TOP10 2022年1-4月份，淄博商品住宅項目銷售金額排行榜TOP10合計銷售金額爲35.72億元，本月TOP10門檻值提高至1.96億元。 排行榜前三位的項目銷售金額均超4億，其中魯商學府公館熱銷，以7.24億的銷售額位居榜首；第二位是創業.悅湖花園，銷售金額爲4.56億；淄博創業創新谷排名第三，銷售金額爲4.51億。 2022年1-4月份，淄博商品住宅項目銷售面積TOP10合計銷售面積爲39.44萬平，排行榜前四位項目銷售面積均超過4萬平。 其中，魯商學府公館榮登銷售面積冠軍寶座，銷售面積6.99萬平；創業.悅湖花園以5.15萬平位列第二；水岸","text":"2022年1-4月，淄博商品房市場累計成交金額約155.5億元，累計成交面積約169.3萬平，與去年同期相比有所下滑；4月共2宗住宅用地新增供應，無宅地成交。下面讓我們來看一下2022年1-4月淄博房地產企業的銷售業績排行： 房企TOP10 特別聲明：房地產企業銷售數據統計是以2022年1-4月期間銷售的商品房爲統計口徑，項目銷售數據以商品住宅爲統計口徑，主要依據中指數據CREIS（點擊試用）在淄博的銷售監測數據；對於少數沒有在監測範圍內的項目，由企業提供相關證明，經課題組對數據進行嚴格審覈，也納入統計範圍。本榜單僅供參考，不保證數據的準確性、完整性及可靠性，不對使用榜單及內容所引發的任何直接或間接損失承擔責任。 2022年1-4月份，淄博房地產企業銷售金額TOP10企業合計銷售金額爲46.5億元，銷售面積TOP10企業合計銷售面積49.8萬平。 山東金鼎智達集團表現優異，以7.7億元/8.1萬平的銷售業績蟬聯銷售金額、銷售面積排行榜雙榜冠軍；魯商發展以7.3億元/7萬平的銷售業績位列銷售金額、面積排行榜雙榜第二名；同時萬科以5.3億元的銷售額位居銷售金額榜單第三名；中國恆大以6.4萬平的銷售面積位居銷售面積榜單第三名。 項目TOP10 2022年1-4月份，淄博商品住宅項目銷售金額排行榜TOP10合計銷售金額爲35.72億元，本月TOP10門檻值提高至1.96億元。 排行榜前三位的項目銷售金額均超4億，其中魯商學府公館熱銷，以7.24億的銷售額位居榜首；第二位是創業.悅湖花園，銷售金額爲4.56億；淄博創業創新谷排名第三，銷售金額爲4.51億。 2022年1-4月份，淄博商品住宅項目銷售面積TOP10合計銷售面積爲39.44萬平，排行榜前四位項目銷售面積均超過4萬平。 其中，魯商學府公館榮登銷售面積冠軍寶座，銷售面積6.99萬平；創業.悅湖花園以5.15萬平位列第二；水岸","images":[{"img":"https://static.tigerbbs.com/b3060b0170b14c6abca002ba47f0e44a","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/2c0237a871634d49b8579c31becab61c","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/f4dccb4f02ec42faa39158dcceb1495e","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/616795861","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047551071,"gmtCreate":1656946953693,"gmtModify":1676535920196,"author":{"id":"4100586589107860","authorId":"4100586589107860","name":"Janny 99","avatar":"https://community-static.tradeup.com/news/073d8249f2efefe0cca55c7c1a2b520d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100586589107860","authorIdStr":"4100586589107860"},"themes":[],"title":"","htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047551071","repostId":"1128701140","repostType":4,"repost":{"id":"1128701140","kind":"news","weMediaInfo":{"introduction":"有深度、有温度、有态度，在这里读懂财富。","home_visible":1,"media_name":"金融八卦女频道","id":"63","head_image":"https://static.tigerbbs.com/01a8ace21e1041b4bb972ca835e331c7"},"pubTimestamp":1656917579,"share":"https://ttm.financial/m/news/1128701140?lang=en_US&edition=fundamental","pubTime":"2022-07-04 14:52","market":"us","language":"zh","title":"Wenzhou's richest man battles Wall Street; JPMorgan Chase loses 800 million yuan.","url":"https://stock-news.laohu8.com/highlight/detail?id=1128701140","media":"金融八卦女频道","summary":"这次华尔街失算了，金融领域华尔街还是天下第一，但他们的对手也不是没有长进。中国企业通过多年的努力，已经获得了丰富的市场经验和丰厚的资本，被别人摁在地上暴打时，还是有能力反击的。时隔三个多月，全地球人都","content":"<p><html><head></head><body>Wall Street miscalculated this time. In the financial sector, Wall Street is still number one in the world, but its competitors have also improved. Through years of effort, Chinese companies have gained rich market experience and abundant capital, and they are still capable of fighting back when they are crushed and beaten. More than three months later, the \"nickel short squeeze war,\" known to the whole world, has finally come to an end:</p><p>Wenzhou's richest man, Xiang Guangda, and his Qingshan Group escaped unscathed, while Wall Street giant JPMorgan Chase cut its losses and exited the market, losing $120 million (approximately 800 million RMB).</p><p><img src=\"https://static.tigerbbs.com/ed3f5a82dbe41eeb1131b5fe7f4f8e37\" tg-width=\"693\" tg-height=\"442\" referrerpolicy=\"no-referrer\"/></p><p>▲ Xiang Guangda, actual controller of Tsingshan Holdings / Image source: Internet</p><p>On June 29, it was reported that Tsingshan Holdings Group safely exited most of its short nickel positions on the London Metal Exchange (LME). The holdings have shrunk to around 30,000 tons, far below the peak of over 150,000 tons at the time of the incident, and none of these positions were held through JPMorgan Chase.</p><p>This is likely the result of negotiations between the two parties. Tsingshan Group left the Wall Street tycoon with dignity; otherwise, given the circumstances at the time, $120 million would have been far from enough.</p><p>Those who are following this matter may still be \"confused\". Isn't the legendary mastermind behind this the Swiss commodities giant Glencore? How come JPMorgan Chase ended up losing money?</p><p>What exactly happened in these three months?</p><p><b>/Qingshan counterattacks, Wall Street miscalculates/</b></p><p>Let's briefly review the entire process of the LME nickel incident:</p><p>On March 7, 2022, LME nickel futures surged from US$29,000/ton to US$55,000/ton, a new high in 15 years.</p><p>On March 8, LME nickel futures surged from $60,000/ton to $100,000/ton, a process that took less than an hour.</p><p>At 8:15 a.m. (UK time) on March 8, the London Money Exchange suspended trading in all nickel contracts and canceled trading after midnight on March 8, commonly known as \"unplugging the network\".</p><p>On March 9, Xiang Guangda admitted that he had been squeezed short by foreign capital and had obtained sufficient spot funds through various channels.</p><p>On March 15, Tsingshan Group announced that it had reached a \"tacit agreement\" with a syndicate of futures bank creditors. During this period, Tsingshan Group will not liquidate its holdings; thereafter, Tsingshan Group will reduce its holdings.</p><p>On March 16, nickel trading resumed on the London Money Exchange.</p><p>On June 29, Tsingshan Group exited most of its short nickel positions on the London Financial Exchange, ending the event.</p><p>At this point, those unfamiliar with the details may wonder why Tsingshan Group has been targeted by Wall Street capital.</p><p>You really can't blame Wall Street capital. Tsingshan Group has turned itself into \"Tang Sanzang's flesh,\" and who wouldn't want to eat it?</p><p>Tsingshan Group has three fatal flaws in this matter:</p><p>1. The nickel produced by Tsingshan Group is different from the nickel delivered by Longines. The products delivered by Longines are electrolytic nickel with a purity of over 99.8%, while the nickel produced by Tsingshan Group only contains about 70% high nickel matte and about 10% ferronickel. 2. Tsingshan Group's hedging operations are problematic. At the time, it bought 200,000 tons of futures short positions, but the entire London Exchange's nickel inventory was only 80,000 tons. In other words, even if it bought all the nickel on the London Exchange, it still couldn't raise half of its futures short positions. 3. Normally, when Tsingshan Group encounters a delivery period, it will buy nickel from Russia to liquidate its positions. The Russia-Ukraine conflict reversed market logic, leading to an embargo on Russian nickel. Tsingshan Group failed to respond to this news in a timely manner. In conclusion, although Qingshan Group has a wealth of assets, it has played all its good cards at this table, with only \"1 to 3\" in its hand, and it cannot afford any cards played by others. Faced with this situation, how could Wall Street capital, which is naturally bloodthirsty, possibly let this seemingly \"sure-win\" hunt slip by? Wall Street has done something like this before.</p><p>Therefore, Wall Street capital rapidly pushed up nickel futures prices on March 7 and 8, raising something worth $20,000 to $30,000 to $100,000, incidentally breaking \"the record for the highest price volatility of any asset.\"</p><p>The situation at the time was that if Tsingshan Group couldn't deliver its goods, it would have to lose hundreds of billions of yuan, and if it didn't have money, it would have to sell its nickel ore in Indonesia. The new energy industry chain that Chinese companies had painstakingly built was likely to be severely hammered.</p><p>Wall Street miscalculated this time. In the financial sector, Wall Street is still number one in the world, but its competitors have also improved. Through years of effort, Chinese companies have gained rich market experience and abundant capital, and they are still capable of fighting back when they are crushed and beaten.</p><p>Although it was unknown who had done it at the time, Qingshan Group's counterattack began on March 9. Tsingshan Holdings responded that it will replace domestic metal nickel plates with its high-grade nickel matte, and has allocated sufficient spot stock through various channels for delivery.</p><p>According to rumors, several large companies in the industry participated in this replacement at the time, which can be described as a united front. Xiang Guangda's original words were: \"I received many phone calls, and relevant national departments and leaders were very supportive of Qingshan.\"</p><p><img src=\"https://static.tigerbbs.com/5c59e434fbd20c251852e2cf114ed5ca\" tg-width=\"509\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ccda0030b524a1d6ae7153f6bcfe1ae9\" tg-width=\"494\" tg-height=\"202\" referrerpolicy=\"no-referrer\"/></p><p>So why didn't Tsingshan Group hand over 200,000 tons of nickel deliverables to Wall Street buyers, leaving them with nowhere to store the goods and ultimately having to sell them at a low price, losing tens of billions of US dollars?</p><p>While raising 200,000 tons of nickel for delivery can certainly solve the immediate problem, what should domestic companies do with so much nickel delivered? Should all companies stop production and wait a few months for new nickel to be produced before resuming production?</p><p>Doing this was certainly satisfying, but the price paid was too high.</p><p>As a seasoned entrepreneur, Xiang Guangda negotiated with his rivals from March 9 to March 15, confident that he could provide 200,000 tons of deliverables, and ultimately reached a \"silent agreement\".</p><p>Judging from the news on June 29, Tsingshan Group reduced its short positions to turn the tide. Although Wall Street institutions lost a small amount of money, they prevented the losses from widening, which is an outcome acceptable to both sides.</p><p><b>Who is the real mastermind behind the \"Demon Nickel War\"? /</b></p><p>When the incident occurred in early March, someone pressed a calculator and said that Tsingshan Group might have lost 8 billion to 12 billion US dollars, equivalent to hundreds of billions of yuan. Such a large-scale short squeeze inevitably involves a considerable amount of capital.</p><p>At the time, some suspected that commodities giant Glencore was behind it all in order to acquire a 60% stake in Tsingshan's nickel mine in Indonesia. Founded in 1974, Glencore is Switzerland's largest company with revenues of US$215.11 billion and a business scope covering the supply of mineral, energy and agricultural products.</p><p>But Glencore couldn't possibly come up with so much money on its own; there must be a team behind it. Judging from the current situation, at least for now, JPMorgan Chase and Elliott have been forced out, the two \"wolves from Wall Street\".</p><p>In April, JPMorgan Chase had already sold it in its first-quarter earnings report, which showed a loss of $120 million in its nickel-related business.</p><p>There is hardly any convincing reason for Wall Street's long-established investment banks to lose hundreds of millions of dollars on a single futures product in the first quarter, other than their involvement in the \"nickel short squeeze\" event in March. Subsequent information also proved that it was the largest counterparty to Tsingshan Group's large short positions.</p><p>Three months ago, of Tsingshan's more than 150,000 tons of nickel short positions, about 50,000 tons were held through JPMorgan Chase's off-exchange positions. At that time, Tsingshan Holdings Group owed JPMorgan Chase about $1 billion in margin. In just three months, JPMorgan Chase fell into a quagmire of losses of $120 million.</p><p>With such a huge financial hole, the person in charge should at least say something.</p><p>JPMorgan Chase CEO Jamie Dimon reluctantly said, \"We had a small loss this quarter, and we will try to get through it. We will conduct an after-the-fact analysis of what we did wrong and what different measures LLM could have taken afterward.\"</p><p>This statement sounds very official, but upon closer examination, it has two meanings:</p><p>First, they were doing things for their clients; JPMorgan Chase lost money, and so did their clients. As for who the client was or whether it was Glencore, they did not say. Second, they have reservations about Lenkin Institute's action of \"unplugging the network cable\" and may have to \"take measures\". It's hard to say what measures JPMorgan Chase will take, but some people have already begun to take action. They don't seem to be giving up and are still making a final struggle.</p><p><img src=\"https://static.tigerbbs.com/373adb34449d811ea165e417eea1bae6\" tg-width=\"1080\" tg-height=\"634\" referrerpolicy=\"no-referrer\"/></p><p>▲ Image source/Visual China</p><p>According to an announcement released by the Hong Kong Stock Exchange on June 6, on June 1, Elliott Management, a well-known American investment firm, launched a challenge against them, arguing that the London Exchange's \"cancellation of trading after 00:00 UK time on March 8, 2022 is illegal.\"</p><p>Two hedge funds under Elliott Group have sued the Hong Kong Stock Exchange, its subsidiary LME, and its clearing house LME Clear Limite in the UK High Court, seeking approximately US$456 million, or about RMB 3 billion, in damages.</p><p><img src=\"https://static.tigerbbs.com/9692a7e3296316fcd1fde0c491252117\" tg-width=\"640\" tg-height=\"712\" referrerpolicy=\"no-referrer\"/></p><p>Founded in 1977, Elliott Management managed over $51.5 billion in funds at the end of 2021. It is a veritable wolf of Wall Street, known for its tough, aggressive, and ruthless investment style.</p><p>Just how fierce was Elliott? It can make a country uneasy.</p><p>At the end of 2000, Argentina was in turmoil, changing presidents five times in half a month, and was unable to repay its foreign debt of up to $150 billion. Just as other financial institutions were avoiding it in time, Elliott spent $617 million to buy Argentina's Treasury Bond at the bottom.</p><p>Over the next nine years, Argentina proposed a debt restructuring plan in an effort to revive its economy, which Elliott and his creditors rejected twice and even sued Argentina in a U.S. court. It's unimaginable how ruthless this move is. It can be compared to what will happen to Evergrande if its creditors disagree with its restructuring.</p><p>On June 16, 2017, the U.S. Supreme Court ruled against Argentina. Argentina tearfully offered $2.28 billion in settlement, a deal that Elliott earned 3.7 times, but every penny was the hard-earned money of the Argentine people.</p><p>As for exactly how many Wall Street capital institutions are involved in this matter, it is still unclear. If Elliott can win its lawsuit against the Hong Kong Stock Exchange, it may be possible to see it. Because when it's time to \"divide the meat,\" the wolves of Wall Street are willing to go all out.</p><p><b>Is \"China's Nickel King\" holding Musks' Achilles' heel? /</b></p><p>According to the Daily Economic News, a Glencore representative, when asked whether they were involved in the matter, said, \"The above statement is complete nonsense.\"</p><p>However, the report also pointed out that some industry insiders believe that Glencore, even if not directly involved, is an indirect participant in this market trend. The market's speculation stems from the fact that the global competition for nickel has reached a fever pitch.</p><p>Nickel is one of the important raw materials for manufacturing new energy ternary lithium batteries, accounting for nearly 30% of the total cost of batteries. The proportion will be even higher for high-nickel and ultra-high-nickel batteries. However, nickel is unevenly distributed around the world, making it difficult to mine.</p><p>\"Nickel anxiety\" is a common problem among new energy vehicle giants. Even Tesla CEO Elon Musk said that the shortage of nickel raw materials is the biggest obstacle affecting the production of electric vehicle batteries.</p><p>Data shows that from March 2021 to March 2022, LME's nickel inventory continued to decline, with a drop of nearly 70%. The main reason is that nickel deliverables are purchased in large quantities for use in manufacturing new energy batteries. The nickel deficit is projected to be -25,600 tons, -27,900 tons, and -65,300 tons in 2023, 2025, and 2025, respectively.</p><p><img src=\"https://static.tigerbbs.com/4245aa1e37a9a023ca6069abaa0dccba\" tg-width=\"1080\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>Isn't this just like God feeding Xiang Guangda with his rice bowl?</p><p>Xiang Guangda was born in 1958 into an ordinary working-class family in Shacheng Town, Longwan District, Wenzhou. After graduation, I worked in a state-owned enterprise for eight years and even became a workshop director.</p><p>In 1988, Xiang Guangda was preparing to \"turn thirty and stand firm\". He gave up his \"iron rice bowl\" that everyone envied at the time and co-founded \"Zhejiang Ouhai Automobile Doors and Windows Manufacturing Company\" with relatives such as Zhang Jimin.</p><p>Thanks to its emphasis on research and development, Xiang Guangda's car door and window business is doing very well. At the end of 1993, he jointly developed automobile rim steel with a Chinese automobile wheel factory and invested 24 million yuan to establish \"Zhejiang Fengye Special Shape Steel Company\". In 1995, the company was reorganized to establish \"Zhejiang Fengye Group Co., Ltd.\", officially entering the stainless steel industry.</p><p><img src=\"https://static.tigerbbs.com/1739f693edc5047788bfff78b4944285\" tg-width=\"400\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>After 2005, the entire steel industry entered a destocking cycle. Xiang Guangda realized that without change, the company would sooner or later be submerged in the torrent of stainless steel enterprises.</p><p>Xiang Guangda invested 10 billion yuan in research and development of new technologies, took the lead in introducing the internationally advanced rotary kiln-mineral heat furnace (RKEF) smelting process, and led a team to develop a new RKEF-AOD furnace dual-combination method technology, which reduced the total energy consumption of stainless steel smelting by 50% and saved 800 yuan per ton.</p><p>“Stainless steel is 60%-70% nickel, so who produces the nickel? It’s produced by foreigners; we don’t produce it ourselves.” Xiang Guangda then put nickel production on the agenda.</p><p>During the 2008 financial crisis, Xiang Guangda took the opportunity to acquire the Indonesian nickel mine, which has the world's largest nickel reserves. Tsingshan Holdings and Indonesia's Eight Star Investment Co., Ltd. jointly established Sulawesi Mining Investment Co., Ltd., and obtained the mining rights for a laterite nickel mine covering an area of 47,000 hectares.</p><p>The mining park was quickly established, and in February 2010, nickel produced abroad by a Chinese company was successfully shipped back to China for the first time. Qingshan Holdings Group has once again mastered the technology of purifying high nickel matte from laterite nickel ore. After one operation, Xiang Guangda has connected the upstream and downstream of nickel production.</p><p>With nickel in hand, stainless steel is no problem. Tsingshan Holdings Group has more than ten stainless steel subsidiaries. From 2009 to 2019, Tsingshan Holdings' stainless steel output increased from one million tons to ten million tons, and its sales increased from tens of billions to more than 200 billion yuan. It has now firmly established itself as the world's largest stainless steel producer.</p><p>Xiang Guangda has also become a frequent guest at local government and business symposiums.</p><p><img src=\"https://static.tigerbbs.com/c46ceaa170e4d055c8235a32992a6dfb\" tg-width=\"618\" tg-height=\"453\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In 2021, Tsingshan Holdings Group's total revenue reached 292.892 billion yuan, ranking 279th in the Fortune Global 500. According to Tianyancha, Xiang Guangda acquired a 48.45% stake in Qingshan Holdings Group through various means, making him the actual controller of the group.</p><p><img src=\"https://static.tigerbbs.com/684284868a43986c93078ec1487797ce\" tg-width=\"507\" tg-height=\"760\" referrerpolicy=\"no-referrer\"/></p><p>▲ Tsingshan Holdings' equity structure / Screenshot from Tianyancha</p><p>In recent years, the new energy industry has gradually emerged, especially after 2020, when it became the hottest track, bar none. CATL and BYD, listed on the A-share market, have market capitalizations exceeding one trillion yuan, while Tesla's market capitalization even exceeds the combined market capitalization of several established automakers.</p><p>The new energy industry is short of nickel, but Xiang Guangda has plenty of it. Tsingshan Holdings' nickel production was 600,000 tons in 2021, which is expected to reach 850,000 tons in 2022, accounting for 30% of the global total, and 1.1 million tons in 2023.</p><p>Holding nearly 30% of the world's nickel production, Xiang Guangda can be said to be the undisputed \"King of Nickel\" and holds a firm grip on the lifeblood of the new energy vehicle industry.</p><p>Not content with just \"working\" for new energy vehicles, Tsingshan Group has now joined hands with XCMG Group to enter the new energy vehicle industry.</p><p>However, fame brings trouble, and pigs at the forefront are the easiest targets to be targeted. Xiang Guangda, who survived this \"ordeal\" safely, still needs to be careful; he has too much \"nickel\" in his hands, which is too tempting.</p><p></body></html></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>Wenzhou's richest man battles Wall Street; JPMorgan Chase loses 800 million yuan.</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\">\nWenzhou's richest man battles Wall Street; JPMorgan Chase loses 800 million yuan.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/63\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/01a8ace21e1041b4bb972ca835e331c7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金融八卦女频道 </p>\n<p class=\"h-time smaller\">2022-07-04 14:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Wall Street miscalculated this time. In the financial sector, Wall Street is still number one in the world, but its competitors have also improved. Through years of effort, Chinese companies have gained rich market experience and abundant capital, and they are still capable of fighting back when they are crushed and beaten. More than three months later, the \"nickel short squeeze war,\" known to the whole world, has finally come to an end:</p><p>Wenzhou's richest man, Xiang Guangda, and his Qingshan Group escaped unscathed, while Wall Street giant JPMorgan Chase cut its losses and exited the market, losing $120 million (approximately 800 million RMB).</p><p><img src=\"https://static.tigerbbs.com/ed3f5a82dbe41eeb1131b5fe7f4f8e37\" tg-width=\"693\" tg-height=\"442\" referrerpolicy=\"no-referrer\"/></p><p>▲ Xiang Guangda, actual controller of Tsingshan Holdings / Image source: Internet</p><p>On June 29, it was reported that Tsingshan Holdings Group safely exited most of its short nickel positions on the London Metal Exchange (LME). The holdings have shrunk to around 30,000 tons, far below the peak of over 150,000 tons at the time of the incident, and none of these positions were held through JPMorgan Chase.</p><p>This is likely the result of negotiations between the two parties. Tsingshan Group left the Wall Street tycoon with dignity; otherwise, given the circumstances at the time, $120 million would have been far from enough.</p><p>Those who are following this matter may still be \"confused\". Isn't the legendary mastermind behind this the Swiss commodities giant Glencore? How come JPMorgan Chase ended up losing money?</p><p>What exactly happened in these three months?</p><p><b>/Qingshan counterattacks, Wall Street miscalculates/</b></p><p>Let's briefly review the entire process of the LME nickel incident:</p><p>On March 7, 2022, LME nickel futures surged from US$29,000/ton to US$55,000/ton, a new high in 15 years.</p><p>On March 8, LME nickel futures surged from $60,000/ton to $100,000/ton, a process that took less than an hour.</p><p>At 8:15 a.m. (UK time) on March 8, the London Money Exchange suspended trading in all nickel contracts and canceled trading after midnight on March 8, commonly known as \"unplugging the network\".</p><p>On March 9, Xiang Guangda admitted that he had been squeezed short by foreign capital and had obtained sufficient spot funds through various channels.</p><p>On March 15, Tsingshan Group announced that it had reached a \"tacit agreement\" with a syndicate of futures bank creditors. During this period, Tsingshan Group will not liquidate its holdings; thereafter, Tsingshan Group will reduce its holdings.</p><p>On March 16, nickel trading resumed on the London Money Exchange.</p><p>On June 29, Tsingshan Group exited most of its short nickel positions on the London Financial Exchange, ending the event.</p><p>At this point, those unfamiliar with the details may wonder why Tsingshan Group has been targeted by Wall Street capital.</p><p>You really can't blame Wall Street capital. Tsingshan Group has turned itself into \"Tang Sanzang's flesh,\" and who wouldn't want to eat it?</p><p>Tsingshan Group has three fatal flaws in this matter:</p><p>1. The nickel produced by Tsingshan Group is different from the nickel delivered by Longines. The products delivered by Longines are electrolytic nickel with a purity of over 99.8%, while the nickel produced by Tsingshan Group only contains about 70% high nickel matte and about 10% ferronickel. 2. Tsingshan Group's hedging operations are problematic. At the time, it bought 200,000 tons of futures short positions, but the entire London Exchange's nickel inventory was only 80,000 tons. In other words, even if it bought all the nickel on the London Exchange, it still couldn't raise half of its futures short positions. 3. Normally, when Tsingshan Group encounters a delivery period, it will buy nickel from Russia to liquidate its positions. The Russia-Ukraine conflict reversed market logic, leading to an embargo on Russian nickel. Tsingshan Group failed to respond to this news in a timely manner. In conclusion, although Qingshan Group has a wealth of assets, it has played all its good cards at this table, with only \"1 to 3\" in its hand, and it cannot afford any cards played by others. Faced with this situation, how could Wall Street capital, which is naturally bloodthirsty, possibly let this seemingly \"sure-win\" hunt slip by? Wall Street has done something like this before.</p><p>Therefore, Wall Street capital rapidly pushed up nickel futures prices on March 7 and 8, raising something worth $20,000 to $30,000 to $100,000, incidentally breaking \"the record for the highest price volatility of any asset.\"</p><p>The situation at the time was that if Tsingshan Group couldn't deliver its goods, it would have to lose hundreds of billions of yuan, and if it didn't have money, it would have to sell its nickel ore in Indonesia. The new energy industry chain that Chinese companies had painstakingly built was likely to be severely hammered.</p><p>Wall Street miscalculated this time. In the financial sector, Wall Street is still number one in the world, but its competitors have also improved. Through years of effort, Chinese companies have gained rich market experience and abundant capital, and they are still capable of fighting back when they are crushed and beaten.</p><p>Although it was unknown who had done it at the time, Qingshan Group's counterattack began on March 9. Tsingshan Holdings responded that it will replace domestic metal nickel plates with its high-grade nickel matte, and has allocated sufficient spot stock through various channels for delivery.</p><p>According to rumors, several large companies in the industry participated in this replacement at the time, which can be described as a united front. Xiang Guangda's original words were: \"I received many phone calls, and relevant national departments and leaders were very supportive of Qingshan.\"</p><p><img src=\"https://static.tigerbbs.com/5c59e434fbd20c251852e2cf114ed5ca\" tg-width=\"509\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ccda0030b524a1d6ae7153f6bcfe1ae9\" tg-width=\"494\" tg-height=\"202\" referrerpolicy=\"no-referrer\"/></p><p>So why didn't Tsingshan Group hand over 200,000 tons of nickel deliverables to Wall Street buyers, leaving them with nowhere to store the goods and ultimately having to sell them at a low price, losing tens of billions of US dollars?</p><p>While raising 200,000 tons of nickel for delivery can certainly solve the immediate problem, what should domestic companies do with so much nickel delivered? Should all companies stop production and wait a few months for new nickel to be produced before resuming production?</p><p>Doing this was certainly satisfying, but the price paid was too high.</p><p>As a seasoned entrepreneur, Xiang Guangda negotiated with his rivals from March 9 to March 15, confident that he could provide 200,000 tons of deliverables, and ultimately reached a \"silent agreement\".</p><p>Judging from the news on June 29, Tsingshan Group reduced its short positions to turn the tide. Although Wall Street institutions lost a small amount of money, they prevented the losses from widening, which is an outcome acceptable to both sides.</p><p><b>Who is the real mastermind behind the \"Demon Nickel War\"? /</b></p><p>When the incident occurred in early March, someone pressed a calculator and said that Tsingshan Group might have lost 8 billion to 12 billion US dollars, equivalent to hundreds of billions of yuan. Such a large-scale short squeeze inevitably involves a considerable amount of capital.</p><p>At the time, some suspected that commodities giant Glencore was behind it all in order to acquire a 60% stake in Tsingshan's nickel mine in Indonesia. Founded in 1974, Glencore is Switzerland's largest company with revenues of US$215.11 billion and a business scope covering the supply of mineral, energy and agricultural products.</p><p>But Glencore couldn't possibly come up with so much money on its own; there must be a team behind it. Judging from the current situation, at least for now, JPMorgan Chase and Elliott have been forced out, the two \"wolves from Wall Street\".</p><p>In April, JPMorgan Chase had already sold it in its first-quarter earnings report, which showed a loss of $120 million in its nickel-related business.</p><p>There is hardly any convincing reason for Wall Street's long-established investment banks to lose hundreds of millions of dollars on a single futures product in the first quarter, other than their involvement in the \"nickel short squeeze\" event in March. Subsequent information also proved that it was the largest counterparty to Tsingshan Group's large short positions.</p><p>Three months ago, of Tsingshan's more than 150,000 tons of nickel short positions, about 50,000 tons were held through JPMorgan Chase's off-exchange positions. At that time, Tsingshan Holdings Group owed JPMorgan Chase about $1 billion in margin. In just three months, JPMorgan Chase fell into a quagmire of losses of $120 million.</p><p>With such a huge financial hole, the person in charge should at least say something.</p><p>JPMorgan Chase CEO Jamie Dimon reluctantly said, \"We had a small loss this quarter, and we will try to get through it. We will conduct an after-the-fact analysis of what we did wrong and what different measures LLM could have taken afterward.\"</p><p>This statement sounds very official, but upon closer examination, it has two meanings:</p><p>First, they were doing things for their clients; JPMorgan Chase lost money, and so did their clients. As for who the client was or whether it was Glencore, they did not say. Second, they have reservations about Lenkin Institute's action of \"unplugging the network cable\" and may have to \"take measures\". It's hard to say what measures JPMorgan Chase will take, but some people have already begun to take action. They don't seem to be giving up and are still making a final struggle.</p><p><img src=\"https://static.tigerbbs.com/373adb34449d811ea165e417eea1bae6\" tg-width=\"1080\" tg-height=\"634\" referrerpolicy=\"no-referrer\"/></p><p>▲ Image source/Visual China</p><p>According to an announcement released by the Hong Kong Stock Exchange on June 6, on June 1, Elliott Management, a well-known American investment firm, launched a challenge against them, arguing that the London Exchange's \"cancellation of trading after 00:00 UK time on March 8, 2022 is illegal.\"</p><p>Two hedge funds under Elliott Group have sued the Hong Kong Stock Exchange, its subsidiary LME, and its clearing house LME Clear Limite in the UK High Court, seeking approximately US$456 million, or about RMB 3 billion, in damages.</p><p><img src=\"https://static.tigerbbs.com/9692a7e3296316fcd1fde0c491252117\" tg-width=\"640\" tg-height=\"712\" referrerpolicy=\"no-referrer\"/></p><p>Founded in 1977, Elliott Management managed over $51.5 billion in funds at the end of 2021. It is a veritable wolf of Wall Street, known for its tough, aggressive, and ruthless investment style.</p><p>Just how fierce was Elliott? It can make a country uneasy.</p><p>At the end of 2000, Argentina was in turmoil, changing presidents five times in half a month, and was unable to repay its foreign debt of up to $150 billion. Just as other financial institutions were avoiding it in time, Elliott spent $617 million to buy Argentina's Treasury Bond at the bottom.</p><p>Over the next nine years, Argentina proposed a debt restructuring plan in an effort to revive its economy, which Elliott and his creditors rejected twice and even sued Argentina in a U.S. court. It's unimaginable how ruthless this move is. It can be compared to what will happen to Evergrande if its creditors disagree with its restructuring.</p><p>On June 16, 2017, the U.S. Supreme Court ruled against Argentina. Argentina tearfully offered $2.28 billion in settlement, a deal that Elliott earned 3.7 times, but every penny was the hard-earned money of the Argentine people.</p><p>As for exactly how many Wall Street capital institutions are involved in this matter, it is still unclear. If Elliott can win its lawsuit against the Hong Kong Stock Exchange, it may be possible to see it. Because when it's time to \"divide the meat,\" the wolves of Wall Street are willing to go all out.</p><p><b>Is \"China's Nickel King\" holding Musks' Achilles' heel? /</b></p><p>According to the Daily Economic News, a Glencore representative, when asked whether they were involved in the matter, said, \"The above statement is complete nonsense.\"</p><p>However, the report also pointed out that some industry insiders believe that Glencore, even if not directly involved, is an indirect participant in this market trend. The market's speculation stems from the fact that the global competition for nickel has reached a fever pitch.</p><p>Nickel is one of the important raw materials for manufacturing new energy ternary lithium batteries, accounting for nearly 30% of the total cost of batteries. The proportion will be even higher for high-nickel and ultra-high-nickel batteries. However, nickel is unevenly distributed around the world, making it difficult to mine.</p><p>\"Nickel anxiety\" is a common problem among new energy vehicle giants. Even Tesla CEO Elon Musk said that the shortage of nickel raw materials is the biggest obstacle affecting the production of electric vehicle batteries.</p><p>Data shows that from March 2021 to March 2022, LME's nickel inventory continued to decline, with a drop of nearly 70%. The main reason is that nickel deliverables are purchased in large quantities for use in manufacturing new energy batteries. The nickel deficit is projected to be -25,600 tons, -27,900 tons, and -65,300 tons in 2023, 2025, and 2025, respectively.</p><p><img src=\"https://static.tigerbbs.com/4245aa1e37a9a023ca6069abaa0dccba\" tg-width=\"1080\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>Isn't this just like God feeding Xiang Guangda with his rice bowl?</p><p>Xiang Guangda was born in 1958 into an ordinary working-class family in Shacheng Town, Longwan District, Wenzhou. After graduation, I worked in a state-owned enterprise for eight years and even became a workshop director.</p><p>In 1988, Xiang Guangda was preparing to \"turn thirty and stand firm\". He gave up his \"iron rice bowl\" that everyone envied at the time and co-founded \"Zhejiang Ouhai Automobile Doors and Windows Manufacturing Company\" with relatives such as Zhang Jimin.</p><p>Thanks to its emphasis on research and development, Xiang Guangda's car door and window business is doing very well. At the end of 1993, he jointly developed automobile rim steel with a Chinese automobile wheel factory and invested 24 million yuan to establish \"Zhejiang Fengye Special Shape Steel Company\". In 1995, the company was reorganized to establish \"Zhejiang Fengye Group Co., Ltd.\", officially entering the stainless steel industry.</p><p><img src=\"https://static.tigerbbs.com/1739f693edc5047788bfff78b4944285\" tg-width=\"400\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>After 2005, the entire steel industry entered a destocking cycle. Xiang Guangda realized that without change, the company would sooner or later be submerged in the torrent of stainless steel enterprises.</p><p>Xiang Guangda invested 10 billion yuan in research and development of new technologies, took the lead in introducing the internationally advanced rotary kiln-mineral heat furnace (RKEF) smelting process, and led a team to develop a new RKEF-AOD furnace dual-combination method technology, which reduced the total energy consumption of stainless steel smelting by 50% and saved 800 yuan per ton.</p><p>“Stainless steel is 60%-70% nickel, so who produces the nickel? It’s produced by foreigners; we don’t produce it ourselves.” Xiang Guangda then put nickel production on the agenda.</p><p>During the 2008 financial crisis, Xiang Guangda took the opportunity to acquire the Indonesian nickel mine, which has the world's largest nickel reserves. Tsingshan Holdings and Indonesia's Eight Star Investment Co., Ltd. jointly established Sulawesi Mining Investment Co., Ltd., and obtained the mining rights for a laterite nickel mine covering an area of 47,000 hectares.</p><p>The mining park was quickly established, and in February 2010, nickel produced abroad by a Chinese company was successfully shipped back to China for the first time. Qingshan Holdings Group has once again mastered the technology of purifying high nickel matte from laterite nickel ore. After one operation, Xiang Guangda has connected the upstream and downstream of nickel production.</p><p>With nickel in hand, stainless steel is no problem. Tsingshan Holdings Group has more than ten stainless steel subsidiaries. From 2009 to 2019, Tsingshan Holdings' stainless steel output increased from one million tons to ten million tons, and its sales increased from tens of billions to more than 200 billion yuan. It has now firmly established itself as the world's largest stainless steel producer.</p><p>Xiang Guangda has also become a frequent guest at local government and business symposiums.</p><p><img src=\"https://static.tigerbbs.com/c46ceaa170e4d055c8235a32992a6dfb\" tg-width=\"618\" tg-height=\"453\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In 2021, Tsingshan Holdings Group's total revenue reached 292.892 billion yuan, ranking 279th in the Fortune Global 500. According to Tianyancha, Xiang Guangda acquired a 48.45% stake in Qingshan Holdings Group through various means, making him the actual controller of the group.</p><p><img src=\"https://static.tigerbbs.com/684284868a43986c93078ec1487797ce\" tg-width=\"507\" tg-height=\"760\" referrerpolicy=\"no-referrer\"/></p><p>▲ Tsingshan Holdings' equity structure / Screenshot from Tianyancha</p><p>In recent years, the new energy industry has gradually emerged, especially after 2020, when it became the hottest track, bar none. CATL and BYD, listed on the A-share market, have market capitalizations exceeding one trillion yuan, while Tesla's market capitalization even exceeds the combined market capitalization of several established automakers.</p><p>The new energy industry is short of nickel, but Xiang Guangda has plenty of it. Tsingshan Holdings' nickel production was 600,000 tons in 2021, which is expected to reach 850,000 tons in 2022, accounting for 30% of the global total, and 1.1 million tons in 2023.</p><p>Holding nearly 30% of the world's nickel production, Xiang Guangda can be said to be the undisputed \"King of Nickel\" and holds a firm grip on the lifeblood of the new energy vehicle industry.</p><p>Not content with just \"working\" for new energy vehicles, Tsingshan Group has now joined hands with XCMG Group to enter the new energy vehicle industry.</p><p>However, fame brings trouble, and pigs at the forefront are the easiest targets to be targeted. Xiang Guangda, who survived this \"ordeal\" safely, still needs to be careful; he has too much \"nickel\" in his hands, which is too tempting.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed3f5a82dbe41eeb1131b5fe7f4f8e37","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128701140","content_text":"这次华尔街失算了，金融领域华尔街还是天下第一，但他们的对手也不是没有长进。中国企业通过多年的努力，已经获得了丰富的市场经验和丰厚的资本，被别人摁在地上暴打时，还是有能力反击的。时隔三个多月，全地球人都知道的“妖镍逼空大战”，终于告一段落：温州首富项光达和他的青山集团全身而退，华尔街巨头摩根大通割肉出局，亏了1.2亿美金（约8亿人民币）。▲青山控股实控人项光达/图源：网络6月29日消息，青山控股集团安全退出了伦敦金属交易所（LME）的大部分镍空头头寸。持仓规模已经缩减至3万吨左右，远低于事发时的超15万吨的峰值，且这些头寸都不是通过摩根大通持有。这很可能是双方协商的结果，青山集团给华尔街大佬留了体面，否则根据当时的情况，1.2亿美金是远远不够的。关注这个事情的朋友可能还“懵着”，传说中的幕后黑手不是瑞士大宗商品巨鳄“嘉能可”吗，怎么最后亏损的是摩根大通？这三个月到底发生了什么？/青山反杀，华尔街失算/简单梳理一下伦镍事件的整个过程：2022年3月7日伦镍期货从2.9万美元/吨，飙涨到5.5万美元/吨，创15年内新高。3月8日伦镍期货从6万美元/吨直线拉升到10万美元/吨，整个过程不超过1小时。3月8日8时15分（英国时间），伦金所暂停所有镍合约的交易，并取消3月8日0点之后的交易，俗称“拔网线”。3月9日，项光达承认被外国资本逼空，已通过多种渠道获得充足现货。3月15日，青山集团表示与期货银行债权人组成的银团达成“静默协议”。期间不会对青山的持仓进行平仓，此后青山集团会减少持仓。3月16日，伦金所镍交易恢复。6月29日，青山集团退出了伦金所的大部分镍空头头寸，事件结束。读到这里，不了解其中细节的人还会有疑问，为什么是青山集团被华尔街资本盯上了呢？还真不能怪华尔街资本，青山集团把自己养成“唐僧肉”，谁不想吃呢。青山集团在此事上有三大致命漏洞：1、青山集团生产的镍，与伦金所交易的交割品不一样。伦金所交割品是纯度高达99.8%以上的电解镍，而青山集团生产的镍只有70%左右高冰镍和含量10%左右的镍铁。2、青山集团的对冲操作有问题。当时它买了20万吨期货空单，但整个伦金所镍库存只有8万吨，也就是说把伦金所的镍都买了，也凑不齐它期货空单的一半。3、平常青山集团遇到交割期，会跟俄罗斯买镍平仓。俄乌冲突导致市场逻辑逆转，俄罗斯的镍被禁运，青山集团没有及时对这一消息有所反应。综上，青山集团虽然家底丰厚，但在这张牌桌上，它把好牌都出了，手里只有“1对3”，别人出什么牌都要不起。遇到这种情况，天生嗜血的华尔街资本，怎么可能放过这场看似“必赢”的围猎。华尔街以前也不是没干过这种事。所以，华尔街资本于3月7日、3月8日两日快速拉升镍期货价格，将两三万美金的东西快速拉升到10万美金，顺带破了“任何一种资产价格波动的最高纪录。”当时的情况就是，青山集团拿不出货就得赔钱上千亿，没钱就得卖印尼的镍矿，中国企业辛辛苦苦建立的新能源产业链，恐将遭到狠狠一棒槌。这次华尔街失算了，金融领域华尔街还是天下第一，但他们的对手也不是没有长进。中国企业通过多年的努力，已经获得了丰富的市场经验和丰厚的资本，被别人摁在地上暴打时，还是有能力反击的。虽然当时还不知道谁下手的，但3月9日，青山集团的反杀就开始了。青山控股回应称，将用旗下高冰镍置换国内金属镍板，已通过多种渠道调配到充足现货进行交割。从小道消息来看，当时业内好几家大型企业都参与到了此次的置换，可谓是众志成城。项光达的原话是：“接到很多电话，国家有关部门和领导对青山都很支持。”那么，最后的结果为什么不是青山集团拿出20万吨镍交割品，交给华尔街接盘侠，让他们拿货无处存放，最后只能低价出售，赔上百亿美金呢？凑了20万吨镍交割品固然能够解决燃眉之急，但这么多镍交出去，国内企业该怎么办？难道所有企业都停止生产，等上几个月，新镍生产出来再恢复生产？这么做，固然很解气，付出的代价也太大了。项光达作为成熟的企业家，3月9日到3月15日，他在能拿出20万吨交割品的底气下，同对手进行了谈判，最终达成了“静默协议”。从6月29日的消息来看，青山集团缩减了空头头寸让自己转危为安，华尔街机构虽然赔了点小钱，但避免了损失扩大化，算是两边都能接受的结果。/谁是“妖镍大战”真正的幕后黑手？/3月初事件发生时，有人按过计算器，说当时青山集团可能亏损80亿到120亿美金，折合人民币上千亿。逼空这么大体量资金，涉及的资金必然不会少。当时有人怀疑大宗商品巨头嘉能可是幕后黑手，目的是为了拿到青山在印尼镍矿60%的股权。嘉能可成立于1974年，是瑞士最大的企业，营业收入高达2151.1亿美元，经营范围覆盖矿产品、能源产品和农产品的供应。但嘉能可不可能自己拿出这么多钱，背后一定有团队。从目前的情况看，至少现在已经逼出来摩根大通和埃利奥特这两头“来自华尔街的狼”。4月，摩根大通第一季财报早就出卖了它，财报显示与镍相关的业务出现了1.2亿美元的亏损。能让华尔街老牌投行一季度在单一期货商品上大亏上亿美元，除了参与了3月的“妖镍逼空”事件，很难有别的理由让人信服。事后相关信息也证明，它是青山集团大量空头头寸的最大交易对手方。而三个月前，在青山逾15万吨的镍空头头寸中，约有5万吨是通过摩根大通场外头寸持有，当时青山控股集团一度欠摩根大通约10亿美元保证金。短短三个月间，摩根大通便陷入了1.2亿美元亏损的泥潭。财务上出了这么大窟窿，负责人总得说点什么吧。摩根大通首席执行官杰米·戴蒙（Jamie Dimon）不情愿地说：“我们本季度有一点亏损，我们会设法渡过难关的。我们会对自己做错了什么，以及伦金所之后可以采取哪些不同措施进行事后分析。”这句话说的很官方，但细品有两重意思：一，他们是在帮客户做事，摩根大通亏了，他们的客户也亏了。至于客户是谁，是不是嘉能可，并没说。二，他们对伦金所“拔网线”的行为是有保留意见的，说不定还得“采取措施”。摩根大通会采取什么措施不好说，但有人已经开始行动了，他们似乎并不认输，还在做最后的挣扎。▲图源/视觉中国根据港交所6月6日发布的公告，6月1日美国著名投资公司“埃利奥特管理公司”向他们发难，认为伦金所“取消2022年3月8日英国时间00：00之后交易的行为不合法。”埃利奥特旗下两只对冲基金将港交所和其子公司伦金所（LME）及其清算公司LME Clear Limite告上英国高等法院，准备索赔约4.56亿美元，约30亿人民币。埃利奥特管理公司成立于1977年，2021年底基金管理规模超515亿美元，它是名副其实的华尔街之狼，以强硬、激进、狠辣的投资风格闻名。埃利奥特到底有多凶狠？它能让一个国家不得安生。2000年底，阿根廷动荡不安，半个月连续换了5任总统，高达1500亿美元的外债无力偿还。正当其他金融机构避之不及时，埃利奥特用6.17亿美元抄底阿根廷国债。此后9年时间里，阿根廷为了重振经济提出债务重组方案，埃利奥特为首的债权人2次无情拒绝，还将阿根廷告上美国法庭。想象不到这招有多狠，可以类比现在债权人不同意恒大重组，恒大会怎样。2017年6月16日，美国最高法院最终判决阿根廷败诉。阿根廷含泪拿出了22.8亿美元和解，这一单埃利奥特赚了3.7倍，但每一分钱都是阿根廷人民的血汗钱。至于到底有多少华尔街的资本机构参与此事，目前还不明确。如果埃利奥特能从与港交所的官司中获胜，或许有可能看到。因为“分肉”的时候，华尔街的狼才会愿意倾巢出动。/“中国镍王”捏住马斯克们命门？ /据《每日经济新闻》报道，嘉能可相关人员在回复是否参与此事时表示，“上述这种说法完全是胡说八道（total nonsense）。”但报道中也同时指出有行内人员认为嘉能可即使没有直接参与，也是这一波行情的间接参与者。市场之所以这样猜测，是因为在全球范围内，对于金属镍的争夺已经进入白热化的阶段。镍是制造新能源三元锂电池的重要原材料之一，在电池总成本中占比将近30%，如果是高镍、超高镍电池这个比例还将更高。但镍元素在全世界分布不均，开采难度大。“镍焦虑”是新能源汽车大佬的普遍问题，连特斯拉CEO马斯克都说，镍原料的短缺是影响电动车电池生产的最大障碍。数据显示，2021年3月至2022年3月，伦金所的镍库存持续下降，降幅接近70%。主要原因是镍交割品被大量买去用于制造新能源电池。预计2023年-2025年镍的缺口分别为-2.56万吨、-2.79万吨、-6.53万吨。这不就是老天爷端着饭碗给项光达喂饭吗？1958年项光达出生于温州龙湾沙城镇的一个普通工人家庭。毕业后在国企干了八年，还当上了车间主任。1988年，项光达准备“三十而立”，他放弃了当时人人羡慕的“铁饭碗”，联合张积敏等亲戚合伙创办了“浙江瓯海汽车门窗制造公司”。由于注重研发，项光达的汽车门窗生意很好。1993年底，他与中国一汽车轮厂联合开发汽车轮辋钢，并投资2400万元，成立“浙江丰业异型钢公司”。并于1995年改组公司，成立“浙江丰业集团有限公司”，正式进入不锈钢行业。2005年之后，整个钢铁行业进入去库存周期。项光达意识到，如果不改变，企业迟早淹没在不锈钢企业的洪流中。项光达拿出100亿投入研发新技术，率先引进国际先进的回转窑—矿热炉（RKEF）冶炼工艺，又带队研发出RKEF—AOD炉双联法新技术，把不锈钢冶炼的总能耗砍掉了50%，每吨成本节省800元。“不锈钢60%--70%都是镍，那镍是谁来生产的？是老外生产的，我们自己没有生产。”项光达又将生产“镍”提到了议事日程。2008年金融危机时，项光达趁机收购了全球镍储量最高的印尼镍矿。青山控股与印尼八星投资有限公司合资设立苏拉威西矿业投资有限公司，获得了面积为4.70万公顷的红土镍矿开采权。矿业园区很快建立，2010年2月，第一次由中国公司在国外生产的镍顺利装船回国。青山控股集团又攻克了用红土镍矿提纯高冰镍的技术，一通操作下来，项光达已经打通了镍生产的上下游。有“镍”在手，不锈钢不愁。青山控股集团旗下有十多家不锈钢类子公司，2009年至2019年，青山控股不锈钢产量从百万吨增至千万吨，销售额从几百亿增至2000多亿元，目前已经坐稳全球最大不锈钢生产企业的宝座。项光达也成为当地政府企业座谈会上的常客。2021年青山控股集团总营收高达2928.92亿，位列世界500强第279位。天眼查显示，项光达通过各种路径，占有青山控股集团的股权比例高达48.45%，是集团的实际控制人。▲青山控股股权结构/天眼查截图这些年，新能源产业逐步兴起，尤其是2020年之后，新能源成为当下最火的赛道，没有之一。A股的宁德时代、比亚迪市值破万亿，特斯拉的市值甚至超过几家老牌汽车公司市值总和。新能源行业缺镍，项光达手里有很多。青山控股2021年镍产量为60万吨，2022年将达到85万吨占到全球总量的30%，2023年更将达到110万吨。手握全球近30%的镍产量，可以说，项光达是妥妥的“镍之王”，也把新能源汽车行业的命门捏得死死的。不满足只是给新能源汽车“打工”，目前青山集团已携手徐工集团，入局新能源汽车产业。只是人红是非多，风口上的猪也是最容易被下手的对象。安然渡过这一“劫”的项光达，还是要小心，他手上的“镍”太多，太诱人了。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":5658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063356037,"gmtCreate":1651414365766,"gmtModify":1676534902976,"author":{"id":"4100586589107860","authorId":"4100586589107860","name":"Janny 99","avatar":"https://community-static.tradeup.com/news/073d8249f2efefe0cca55c7c1a2b520d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100586589107860","authorIdStr":"4100586589107860"},"themes":[],"title":"","htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063356037","repostId":"9063359747","repostType":1,"repost":{"id":9063359747,"gmtCreate":1651413782288,"gmtModify":1676534902922,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574381076586256","authorIdStr":"3574381076586256"},"themes":[],"title":"BABA stock technical analysis","htmlText":"1D chart of BABA as of 30Apr2022From the 1D chart of $BABA above, we can see that the stock has been on a perpetual downtrend.The Stochastic indicator points to an uptrend and the MACD is about to confirm a cross over (a typically buy signal). What is interesting is that the 3 EMA lines are also converging. Typically when they converge, it also serves as a signal for the reversal of the downtrend. It is essential that the most recent downtrend fail to challenge the 52 week low of 73.28. with the candle finally touching the MA50 line, there is hope that the price is moving away from the bearish sentiments.Interpretation of MA50 & MA200 linesUsing the MA50 line (as a short term trend outlook), a candle underneath the MA 50 line can imply a bearish zone and a break above th","listText":"1D chart of BABA as of 30Apr2022From the 1D chart of $BABA above, we can see that the stock has been on a perpetual downtrend.The Stochastic indicator points to an uptrend and the MACD is about to confirm a cross over (a typically buy signal). What is interesting is that the 3 EMA lines are also converging. Typically when they converge, it also serves as a signal for the reversal of the downtrend. It is essential that the most recent downtrend fail to challenge the 52 week low of 73.28. with the candle finally touching the MA50 line, there is hope that the price is moving away from the bearish sentiments.Interpretation of MA50 & MA200 linesUsing the MA50 line (as a short term trend outlook), a candle underneath the MA 50 line can imply a bearish zone and a break above th","text":"1D chart of BABA as of 30Apr2022From the 1D chart of $BABA above, we can see that the stock has been on a perpetual downtrend.The Stochastic indicator points to an uptrend and the MACD is about to confirm a cross over (a typically buy signal). What is interesting is that the 3 EMA lines are also converging. Typically when they converge, it also serves as a signal for the reversal of the downtrend. It is essential that the most recent downtrend fail to challenge the 52 week low of 73.28. with the candle finally touching the MA50 line, there is hope that the price is moving away from the bearish sentiments.Interpretation of MA50 & MA200 linesUsing the MA50 line (as a short term trend outlook), a candle underneath the MA 50 line can imply a bearish zone and a break above th","images":[{"img":"https://community-static.tradeup.com/news/5ecae120fdacea47b27a181167fbf9ad","width":"632","height":"354"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063359747","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385693188632792,"gmtCreate":1735174438945,"gmtModify":1735177528062,"author":{"id":"4100586589107860","authorId":"4100586589107860","name":"Janny 99","avatar":"https://community-static.tradeup.com/news/073d8249f2efefe0cca55c7c1a2b520d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100586589107860","authorIdStr":"4100586589107860"},"themes":[],"title":"","htmlText":"","listText":"","text":"","images":[{"img":"https://community-static.tradeup.com/news/26b535edde14b0ba388adc7124ef2e93","width":"1125","height":"3129"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385693188632792","isVote":1,"tweetType":1,"viewCount":4856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}