Profile - To The Moon

HCBICE

Posts · 1.39KPosts · 1.39K
Following · 0Following · 0
Followers · 0Followers · 0

- HCBICEHCBICE
  ·2024-03-18
  $SOUN 20240322 8.0 PUT$
  2.84K Comment
  Like
  Share
  Report
- HCBICEHCBICE
  ·2023-01-06
  [微笑]
  Sorry, this post has been deleted
  2.33K Comment
  Like
  Share
  Report
- HCBICEHCBICE
  ·2022-12-31
  [微笑] [微笑]
  Top ten A-share events in 2022: "Ning Wang" becomes "Ning Zi", and the demon king goes out of the market 10 times
  跌宕起伏，好戏不断！
  Top ten A-share events in 2022: "Ning Wang" becomes "Ning Zi", and the demon king goes out of the market 10 times
  2.60K Comment
  Like
  Share
  Report
- HCBICEHCBICE
  ·2022-12-18
  [财迷] [财迷]
  New energy vehicle stocks rose, Nikola rose more than 10%, Tesla fell
  美股新能源车股走高，截至发稿，Nikola涨超10%，小鹏汽车涨超7%，理想汽车涨超4%，Lordstown Motors涨超3%。不过，特斯拉跌1.8%。
  New energy vehicle stocks rose, Nikola rose more than 10%, Tesla fell
  2.87K Comment
  1
  Share
  Report
- HCBICEHCBICE
  ·2022-12-05
  [财迷]
  Sorry, this post has been deleted
  2.87K 1
  Like
  Share
  Report
- HCBICEHCBICE
  ·2022-12-01
  [财迷]
  Sorry, this post has been deleted
  2.15K Comment
  Like
  Share
  Report
- HCBICEHCBICE
  ·2022-11-30
  [财迷]
  Goldman Sachs: It is expected that the probability of OPEC cutting crude oil production is very high, and oil prices will reach US $110 next year
  高盛预测，在通胀依然维持高位、经济衰退迹象越来越明显、多个原油进口国需求陡降以及欧盟寻求对俄罗斯原油制定价格上限之际，OPEC+极有可能采取进一步措施来阻止油价下跌并试图平衡市场供需。
  Goldman Sachs: It is expected that the probability of OPEC cutting crude oil production is very high, and oil prices will reach US $110 next year
  3.44K 1
  Like
  Share
  Report
- HCBICEHCBICE
  ·2022-11-27
  [财迷]
  Sorry, this post has been deleted
  3.58K 1
  Like
  Share
  Report
- HCBICEHCBICE
  ·2022-11-27
  [财迷]
  Sorry, this post has been deleted
  3.38K 1
  Like
  Share
  Report
- HCBICEHCBICE
  ·2022-11-13
  [财迷] [财迷]
  Sorry, this post has been deleted
  2.75K Comment
  Like
  Share
  Report

Most Discussed

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3568697814695599","uuid":"3568697814695599","gmtCreate":1605620863794,"gmtModify":1611828000074,"name":"HCBICE","pinyin":"hcbice","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","hatId":"award-a6197a578fe7778e8d49a95ac425bcfc","hatName":"2024新年头像框-虎币抽奖","vip":1,"status":2,"fanSize":22,"headSize":539,"tweetSize":1386,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":5,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.27","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.05%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.39%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":45,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":285636621844488,"gmtCreate":1710770294380,"gmtModify":1710770297482,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SOUN 20240322 8.0 PUT\">$SOUN 20240322 8.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/SOUN 20240322 8.0 PUT\">$SOUN 20240322 8.0 PUT$ </a>&nbsp;","text":"$SOUN 20240322 8.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/b2aee64e5609c5b36b0c1641f6dfbc7c","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285636621844488","isVote":1,"tweetType":1,"viewCount":2837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9959669416,"gmtCreate":1672972115736,"gmtModify":1676538765006,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959669416","repostId":"2301129402","repostType":4,"isVote":1,"tweetType":1,"viewCount":2327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927620188,"gmtCreate":1672476429545,"gmtModify":1676538696027,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927620188","repostId":"2295318833","repostType":4,"repost":{"id":"2295318833","kind":"highlight","pubTimestamp":1672468178,"share":"https://ttm.financial/m/news/2295318833?lang=en_US&edition=fundamental","pubTime":"2022-12-31 14:29","market":"us","language":"zh","title":"Top ten A-share events in 2022: \"Ning Wang\" becomes \"Ning Zi\", and the demon king goes out of the market 10 times","url":"https://stock-news.laohu8.com/highlight/detail?id=2295318833","media":"华尔街见闻","summary":"跌宕起伏，好戏不断！","content":"<p><html><head></head><body>Ups and downs, and the good show continues!</p><p>A-shares have just ended their trading day in 2022.</p><p>In the past year, under the attack of negative factors such as the Federal Reserve's rate hike, the Russia-Ukraine conflict, and the supply chain, A-shares bottomed out twice during the year, falling below 3,000 points four times. As of the close of trading on December 30, the Shanghai Composite Index has fallen by more than 15% this year, the Shenzhen Component Index has fallen by nearly 26%, and the ChiNext Index has fallen by more than 29%.</p><p>Except for the strong performance of the coal sector, most A-share sectors have been impacted to varying degrees. With the landing of the \"three arrows\", real estate has ushered in a strong rebound recently, but in the end it failed to reverse the decline during the year; The performance of the liquor industry, which achieved good financial results during the year, is not very optimistic. But what is comforting is that the Xinchuang industry related to national security and the hot Web3.0 have achieved good results in the capital market. Under the guidance of the \"valuation system with Chinese characteristics\", low-valued companies with Chinese prefixes have also ushered in a long-lost outbreak.</p><p>From a microscopic perspective,<a href=\"https://laohu8.com/S/600519\">Kweichow Moutai</a>Still the company with the highest value in the A-share market, the king of lithium batteries<a href=\"https://laohu8.com/S/300750\">Ningde era</a>The glory is no longer there, and the market value has fallen below one trillion during the year.<a href=\"https://laohu8.com/S/002432\">Jiu'an Medical</a>Then it became the largest monster stock of the year, with an increase of 13 times in 101 trading days. With the continuous optimization of domestic epidemic prevention and control policies,<a href=\"https://laohu8.com/S/301211\">Hendi Pharmaceutical</a>Waiting for antipyretic concept stocks to usher in a surge. Listed companies associated with \"Sheep Liao Ge Sheep\"<a href=\"https://laohu8.com/S/603444\">Gigabit</a>Because of the \"clearance dividend\", it has become the object of the whole network.</p><p>Two bottoms, two rallies</p><p>Under the combined action of multiple factors, A-shares have bottomed out twice this year.</p><p>The first bottom began at the beginning of the year. The Shanghai Composite Index fell from a high of 3,651.89 points in early January to 2,863.65 points on April 27, which took three and a half months. Other major indexes fell across the board, with the Shenzhen Component Index falling nearly 28% and the Growth Enterprise Market falling more than 35%.</p><p>The second dip occurred in the middle of the year. The Shanghai Composite Index started its decline on July 5th and fell to 2893 points on October 31st. Other major stock indexes fell across the board again.</p><p><img src=\"https://static.tigerbbs.com/f00ff4e1dee3d46ddac730828bf8fb7e\" tg-width=\"1024\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/></p><p>Looking deeper into the reasons for the decline in A-shares, Wang Lei, investment director of Jurong Assets, told the Economic Observer that the Shanghai Composite Index experienced a stampede in mid-March, mainly due to the conflict between Russia and Ukraine and the US attack on the audit of Chinese concept stocks. The sharp decline at the end of April was due to the short-term collapse of economic data, and the sharp decline in early November was due to weak investor confidence; What the above-mentioned rounds of exploration have in common is that the impact of external factors leads to the scarcity of investor confidence.</p><p>Of course, after the bottom, A-shares ushered in two rounds of violent rises: from April 27th to July 5th, the Shanghai Composite Index rebounded by 17%, and the Growth Enterprise Market rebounded by 32%; In addition, since November, the Shanghai Composite Index has risen by 7% and the Shenzhen Component Index has risen by 6%.</p><p>Looking forward to 2023,<a href=\"https://laohu8.com/S/601211\">Guotai Junan</a>The latest report points out that the improvement of profit expectations such as the restraining policy shift and post-epidemic opening up, the rising certainty of the internal and external macro environment, and the return space implied by the policy bottom, economic bottom and valuation bottom will push 2023 to become the starting point of a new round of bull market..</p><p>\"Ning Wang\" becomes \"Ning Zi\"? Fall below trillion market capitalization</p><p>In the hottest years of the new energy track, CATL's stock price has soared from 40 yuan to a maximum of 692 yuan per share in 2021, and its market value once exceeded 1.6 trillion yuan.</p><p>But in 2022, the Ningde era failed at the beginning, and its first-quarter financial report fell into the curse of increasing revenue but not increasing profits. At that time, doubts flooded the entire market. On April 20, the stock price of Ningde Times suffered a heavy loss, closing down 7.55% on the same day to 407 yuan per share, with a total market value of 948.7 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/f77a5aa2bafde36e5f23337738a8987e\" tg-width=\"865\" tg-height=\"568\" referrerpolicy=\"no-referrer\"/></p><p>In the following days, CATL's stock price experienced a rebound in June, and then continued its pullback/retracement again in September, currently hovering around 400 yuan.<b>The market value has evaporated by about 600 billion yuan from the peak, which can be called the stock with the most serious market value evaporation of A shares this year.</b></p><p>During this period, CATL handed over financial reports for the second and third quarters that exceeded expectations. Not only did it receive huge orders from BMW and Honda, but it was also preparing to build factories in North America. It can be said that there is constant good news. But this has not completely restored investors' confidence in it. As the \"sky-high price\" of lithium continues to compress the profit margin of batteries, former partners have rebelled one after another, the oversupply of power batteries has begun to emerge, and the competition in the industry is becoming fierce. The era of making money is over.</p><p>Driven by policies, Xinchuang rises in an all-round way</p><p>If there is any sector that is the hottest recently, Xinchuang must be on the list.</p><p>Looking back at the entire month of October, in just 16 trading days, the Wind Xinchuang Industrial Index rose by nearly 12% cumulatively, while the Shanghai Composite Index fell by 4% during the same period.</p><p>Against the background of the hot track, the stock prices of relevant leading companies have soared. Since October,<a href=\"https://laohu8.com/S/002528\">Infineon</a>A cumulative increase of 256%,<a href=\"https://laohu8.com/S/600602\">Yunsai Zhilian</a>With a cumulative rise of nearly 54%, Zhenshitong,<a href=\"https://laohu8.com/S/002315\">Focus Technology</a>, Jiuqi Software,<a href=\"https://laohu8.com/S/600476\">Xiangyou Technology</a>All rose by more than 40%,<a href=\"https://laohu8.com/S/688111\">Kingsoft Office</a>Up more than 31%.</p><p><img src=\"https://static.tigerbbs.com/69c577cad70894876e235c955aefdf29\" tg-width=\"828\" tg-height=\"690\" referrerpolicy=\"no-referrer\"/></p><p>\"Xinchuang\" refers to the information technology application innovation industry, which mainly covers four major sectors: basic hardware, basic software, application software and information security. It is the foundation of data security and network security and an important part of new infrastructure.</p><p><img src=\"https://static.tigerbbs.com/865986dd8258a2f3efc820494ca18a0d\" tg-width=\"865\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/>Since 2006, when the State Council proposed to list core electronic devices, high-end general-purpose chips and basic software products as one of the 16 major scientific and technological projects, the Xinchuang industry has begun to take root. After 2019, the number of relevant policies showed explosive growth, and the development of Xinchuang industry officially ushered in the \"golden three years\".</p><p>The rise of the Xinchuang sector is also driven by policies.</p><p>At the end of September this year, the state issued Document No. 79 to comprehensively guide the development and progress of the state-owned information innovation industry, requiring 100% of central and state-owned enterprises to complete information innovation replacement by 2027, covering chips, basic software, operating systems, middleware and other fields.</p><p>Looking forward to the future, Kaiyuan Securities said,<b>The next five years will be a critical period for the development of \"Daxinchuang\", with broad room for development. In the short term, 2022 is the first year of industry innovation. Starting from 2023, the localization of eight key industries including finance, operators, and electric power is expected to accelerate. At the same time, relevant policy catalysis is expected to be gradually implemented, boosting market confidence.</b></p><p>Global energy is becoming increasingly tight, and \"coal super wind\" is sweeping A-shares</p><p>Coal is definitely the \"most beautiful boy\" among all A-share sectors this year. Taking Shenwan's first-level industry as an example, as of December 29 this year, the Shenwan Coal Industry Index has increased by 10.8% during the year, ranking first among 31 industries. Although the prosperity of the coal sector has declined since the fourth quarter, it is still the only sector that has risen in the first three quarters, and its performance is quite strong.</p><p><img src=\"https://static.tigerbbs.com/f6e2f14dd791d31ce302cc9328f57c5c\" tg-width=\"865\" tg-height=\"522\" referrerpolicy=\"no-referrer\"/></p><p>Among individual stocks,<a href=\"https://laohu8.com/S/600546\">Shanxi Coal International</a>The increase ranked first, with a cumulative increase of nearly 134% during the year;<a href=\"https://laohu8.com/S/000933\">Shenhuo shares</a>、<a href=\"https://laohu8.com/S/601225\">Shaanxi coal industry</a>It rose by more than 70%, Lu'an Environmental Energy, Yankuang Energy, Shanxi Coking Coal, etc. all rose by more than 50%.</p><p><img src=\"https://static.tigerbbs.com/e88a809aaef3b5f928d58e4f1d303cc2\" tg-width=\"780\" tg-height=\"809\" referrerpolicy=\"no-referrer\"/></p><p>It is generally believed that the fundamental reason for the strong performance of the coal sector in the past year lies in the supply imbalance in the context of the energy cycle.</p><p>Changes in the global energy landscape, geopolitical crises and other factors have exacerbated the supply risks in the global energy market, and the \"coal grabbing\" sentiment in the international market has increased accordingly. According to an IEA report, global coal usage will increase by 1.2% this year, with annual usage exceeding 8 billion tons for the first time, exceeding the historical record set in 2013.</p><p>At the same time, domestic coal production hit record highs, driven by demand. Data released by the National Energy Administration shows that the national coal output from January to November was 4.09 billion tons, a year-on-year increase of 9.7% and an increase of 360 million tons over the same period last year.</p><p>In 2021, there will be a \"coal flying dance\", and in 2022, there will be bursts of \"coal super wind\". Will there be \"coal opening three times\" in 2023?</p><p>In this regard,<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>According to the research report, the current supply of coking coal is tight and the inventory is at an absolute low level in history. With the acceleration of the construction of the subsequent 14th Five-Year Plan project and the marginal improvement of real estate demand, it is expected that the prosperity of the coking coal industry will pick up, which will make the coking coal sector Valuations are ushering in a recovery. At the same time, under the background of global basic energy shortage, thermal coal prices have stabilized at high levels, corporate profits have high certainty, and they have the attributes of high dividends and high Dividend, highlighting long-term investment value. It is expected that the investment logic of the sector in 2023 will mainly be on the demand side, and we are optimistic about the recovery of industry demand in the second half of the year.</p><p>Under the \"valuation system with Chinese characteristics\", the Chinese prefix exploded</p><p>According to Xinhua News Agency, China Securities Regulatory Commission Chairman Yi Huiman said on the 21st of 2022<a href=\"https://laohu8.com/S/000402\">Financial Street</a>At the annual meeting of the Forum<a href=\"https://laohu8.com/S/00170\">China Capital</a>Market construction and development made a speech, specifically pointing out that \"explore the establishment of a valuation system with Chinese characteristics to promote the better function of market resource allocation\".</p><p>Affected by the good news, in the week of November 21, the concept stocks with Chinese prefixes went up across the board when the market was pulling back, and continued to stage a daily limit tide. Judging from the performance in the past two months, the rise of Chinese prefix concept stocks is amazing. Among them, China National Heavy Duty Truck and China Pharmaceutical have risen by more than 40%, and Chinese films,<a href=\"https://laohu8.com/S/600050\">China Unicom</a>, Chinese software has risen by more than 30% cumulatively,<a href=\"https://laohu8.com/S/002116\">China Haicheng</a>、<a href=\"https://laohu8.com/S/600730\">China High-Tech</a>、<a href=\"https://laohu8.com/S/601601\">China Pacific Insurance</a>The cumulative increase has exceeded 20%.</p><p><img src=\"https://static.tigerbbs.com/f178324186b42df872b80e2d2608064d\" tg-width=\"508\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>In the traditional valuation system, central enterprises with controllable risks but relatively limited growth are often in a valuation depression, falling into the dilemma of \"better performance\" matching \"worse valuation\". However, under the concept of \"valuation system with Chinese characteristics\", many analysts believe that the intrinsic value of central enterprises may be re-recognized.</p><p><a href=\"https://laohu8.com/S/000776\">GF Securities</a>Dai Kang once stated in a research report that low valuation, high dividends, abundant cash flow, and stable profitability are all significant advantages of central enterprises. He also said that in the past era of globalization, the advantages of \"high profit margins\" and \"high leverage ratios\" supported the 20-year bull growth of US stocks FAANG. Under the current trend of \"anti-globalization\", \"safety\" takes precedence over \"efficiency\", and the \"high profit margin\" advantage of central enterprises also has a lot of room for improvement, which is expected to give birth to China's FAANG.</p><p>Demon King of the Year: 101 trading days, 13 times of interval increase</p><p>During the two A-share bottom out this year, various N-board \"demon stocks\" appeared, such as<a href=\"https://laohu8.com/S/002761\">Zhejiang Jiantou</a>、<a href=\"https://laohu8.com/S/000736\">CCCC Real Estate</a>、<a href=\"https://laohu8.com/S/000756\">Xinhua Pharmaceutical</a>、<a href=\"https://laohu8.com/S/000957\">Zhongtong Bus</a>... But when it comes to the \"king of demons\" in 2022, it must be Jiu'an Medical, the leader in new crown testing.</p><p>On November 7, Jiu'an Medical announced that its subsidiary's new crown antigen home self-test kit was authorized by the US FDA, which kicked off its stock price skyrocketing; Next, a number of large international orders made Jiu'an Medical come up with a shining first-quarter performance report: revenue increased by 66 times year-on-year, and net profit increased by 375 times year-on-year, further pushing the company's stock price to the closing peak of 89.45 yuan.</p><p>Specifically, from the opening on November 15, 2021 to the closing on April 14, 2022, in 101 trading days, Jiu'an Medical has gained 38 daily limit boards. The maximum number of consecutive daily limit days is 9 consecutive boards, and the cumulative increase in the range is as high as an astonishing 1333%.</p><p>From April 15th, this \"demon wind\" began to fade. After the completion of the large order, Jiu'an Medical's performance declined rapidly. In the second quarter, its revenue and net profit both fell by more than 90% month-on-month, and continued to decline by more than 10% month-on-month in the third quarter. Without the support of performance, the company's stock price has been falling all the way, and now it has a pullback/retracement of nearly 42% from a historical high.</p><p><img src=\"https://static.tigerbbs.com/621d1d6c633b5c6d42786300f6dba7dc\" tg-width=\"865\" tg-height=\"652\" referrerpolicy=\"no-referrer\"/></p><p>As far as the performance in the first three quarters of this year is concerned, Jiu'an Medical's revenue increased by 3,000% year-on-year, and its net profit increased by 32,000% year-on-year, far exceeding other concept stocks in terms of scale and speed. In addition, Jiu'an Medical received another large order from the United States in November, and its rapid growth performance is expected to continue in the fourth quarter.</p><p>However, it is worth noting that with the continuous optimization of COVID-19 pandemic prevention and control measures in China, the normalization of epidemic prevention and control policies in the European and American markets, and the rapid decline in demand for nucleic acid testing, can Jiu'an Medical's performance and stock price return to their peak?</p><p>6 billion in 45 days, Hendi Pharmaceuticals made money with ibuprofen</p><p>Recently, ibuprofen is hard to find, making Hendi Pharmaceutical, the second largest ibuprofen raw material drug company in China, once the darling of the capital market.</p><p>From November 24th to December 16th, in less than a month, the stock price of Hendi Pharmaceuticals soared from 23.65 yuan to 55.63 yuan, almost doubling.</p><p><img src=\"https://static.tigerbbs.com/61bb59abcab626549c6d3774767d7f3b\" tg-width=\"865\" tg-height=\"772\" referrerpolicy=\"no-referrer\"/></p><p>The stock price continues to rise, and the family of Liu Yiqian, the actual controller of Hendi Pharmaceuticals, has increased its book wealth by nearly 6 billion yuan in just 45 days, which is really a profit.</p><p>But in fact,<b>The performance of Hendi Pharmaceuticals over the past year has not been satisfactory.</b>Due to the continued decline in revenue from ibuprofen APIs, the company's net profit attributable to the parent company in 2021 will decrease by 28% year-on-year, while it will continue to decline by 21% in the first three quarters of this year.</p><p>At present, the upstream supply of raw materials for ibuprofen is sufficient, and raw material manufacturers also have sufficient production capacity. However, the competition in the industry is still fierce. I believe that the dividends of the new crown antipyretics will not last too long.</p><p>Smart capital markets have long realized this,<b>Hendy Pharmaceutical's share price quickly pulled back after peaking. Up to now, it has dropped by nearly 38% from its high point on the 16th. In addition, the share price of Xinhua Pharmaceutical, the largest ibuprofen raw material factory in China, has dropped by nearly 35% from its high point in mid-December.</b></p><p>The company behind \"A Sheep\": earned 1 billion and paid 1 billion in dividends</p><p>In 2022, this casual mini-game with simple gameplay but extremely high difficulty coefficient will become a mess, and Gigabit, a listed company behind it, will become the focus of market attention.</p><p><img src=\"https://static.tigerbbs.com/81c11e46e95378b8e1339f10fd72b425\" tg-width=\"581\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p>According to public information, Gigabit was established in 2004 and is mainly engaged in the planning, research and development and operation of online games. Its representative works include \"Asking\", \"Moore Manor\", \"One Thought of Happiness\" and \"Obi Island\".</p><p>Gigabit holds a 20% stake in Beijing Jianyou Technology Co., Ltd., the developer of Sheep, but the profit of the game has little impact on the company's overall financial affairs. Therefore, although \"A Sheep\" has brought a lot of exposure to Gigabit, it still cannot drive its stock price up. On the contrary, its share price has fallen by more than 22% from its highs in early January.</p><p><img src=\"https://static.tigerbbs.com/f93eb4ce4bdd561f48b9a5a2da9fc99c\" tg-width=\"1024\" tg-height=\"775\" referrerpolicy=\"no-referrer\"/></p><p><b>What really makes Gigabit out of the circle is the extremely luxurious \"clearance dividend\".</b></p><p>On October 26, Gigabit released its third quarter financial report. The financial report shows that Gigabit's net profit in the first three quarters was 1.012 billion yuan, a year-on-year decrease of 16.07%. At the same time, a profit distribution plan was announced, that is, a cash dividend of 140 yuan (tax included) will be distributed for every 10 shares, with a total cash dividend of 1.006 billion yuan (tax included).</p><p>In other words,<b>Gigabit, whose net profit declined, split all three quarters of profits in one go. After the announcement of the large-scale dividend plan, Gigabit's stock price rose from 241.33 yuan/share that day to 335.35 yuan/share on November 17.</b></p><p>It is worth noting that Lu Hongyan, the actual controller and chairman of Gigabit, received about 303 million yuan in cash through this dividend, accounting for 30.1% of the total dividends. In addition, the top ten shareholders such as Gigabit Vice Chairman Chen Tuolin and Huang Zhihui can also receive dividends of approximately 155 million yuan.</p><p>What's even more shocking is that large cash dividends are not uncommon for Gigabit. As the \"Maotai in the game industry\", Gigabit once distributed 160 yuan in 10 yuan last year, with a total cash of 1.15 billion yuan.</p><p>Are A-shares about to usher in the Web3.0 era?</p><p>When the Internet industry as a whole is sluggish, the concept of Web3.0 is extremely popular.</p><p>On the one hand, it is reported that the post-00s generation is crazily pouring into Web3.0 and making it the first choice for careers. On the other hand, venture capital institutions are betting heavily on Web3. At that time, Stephen Chow wrote \"Looking for distinctive and outstanding Web3.0 talents in the dark\" The recruitment advertisement has added another fire to Web3.0. When this craze poured into A-shares, a Web3.0 track worth hundreds of billions was born.</p><p><img src=\"https://static.tigerbbs.com/5bab76da8c6f2483abafbc0cbfae6309\" tg-width=\"827\" tg-height=\"1454\" referrerpolicy=\"no-referrer\"/></p><p>Since November,<b>Web3.0 concept stocks continue to be active, and the limelight is unique.</b>Related concept stocks<a href=\"https://laohu8.com/S/002235\">Anne Shares</a>In the past two months, it has increased by nearly 83%.<a href=\"https://laohu8.com/S/002995\">World Online</a>A cumulative increase of 77%,<a href=\"https://laohu8.com/S/300051\">35 Internet</a>A cumulative increase of 65%,<a href=\"https://laohu8.com/S/300071\">Fushi Holdings</a>A cumulative increase of 45%,<a href=\"https://laohu8.com/S/300364\">Chinese Online</a>A cumulative increase of 42%.</p><p>According to the description of technology entrepreneur and investor Chris Dixon, Web3.0 is an Internet of builders and users. Jiangxia, a researcher at research institute Messari, described Web3.0 as \"readable + writable + owned\". Zhu Zhu, an analyst in the Internet media industry of Huaxin Securities, explained that in the era of Web3.0, users will enjoy real data autonomy and can really benefit from data circulation and transactions, so that their data is no longer a free resource of the Internet platform.</p><p>Europeans bought Chinese electric blankets and other \"eight-piece winter sets\" to lead flying industrial chain companies</p><p>In order to survive this winter of energy shortage, European consumers have turned their attention to China's \"heating artifact\".</p><p>Electric blankets, bare-legged artifacts, autumn clothes and autumn trousers, flannel pajamas, hot water bottles, hand warmers, heaters and turtleneck sweaters, the traditional Chinese \"eight-piece winter set\" have all been bought by Europeans. Surprisingly, heating concept stocks were also \"bought up\" by Chinese investors.<a href=\"https://laohu8.com/S/003023\">Rainbow Group</a>Is the biggest \"lucky one\" among them.</p><p>Rainbow Group's stock price rose sharply from 18.04 yuan on August 31 to 40.70 yuan at the close on October 14, and its market value also climbed from 1.884 billion yuan in early September to 4.290 billion yuan. Moreover, Rainbow Group achieved 8 daily limits in the 12 trading days since September 21st, and hit an all-time high on October 14th.</p><p><img src=\"https://static.tigerbbs.com/f68047153f35b980b47b8409ae41aab5\" tg-width=\"865\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/></p><p>The amazing performance also attracted a letter of concern from Shenzhen Stock Exchange. On the evening of October 13, Rainbow Group responded to the letter of concern from the Shenzhen Stock Exchange, saying that in 2022, the company will receive some product export orders, and the overall quantity is small and the amount is low. As of the end of June, Rainbow Group had achieved overseas sales revenue of 210,000 yuan of household flexible heating products such as electric blankets, and the current order amount in hand is about 1.33 million yuan.</p><p>After Rainbow Group responded to the letter of concern, the company's stock price continued to fall, and so far it has spit out most of the gains.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top ten A-share events in 2022: \"Ning Wang\" becomes \"Ning Zi\", and the demon king goes out of the market 10 times</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\">\nTop ten A-share events in 2022: \"Ning Wang\" becomes \"Ning Zi\", and the demon king goes out of the market 10 times\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-12-31 14:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Ups and downs, and the good show continues!</p><p>A-shares have just ended their trading day in 2022.</p><p>In the past year, under the attack of negative factors such as the Federal Reserve's rate hike, the Russia-Ukraine conflict, and the supply chain, A-shares bottomed out twice during the year, falling below 3,000 points four times. As of the close of trading on December 30, the Shanghai Composite Index has fallen by more than 15% this year, the Shenzhen Component Index has fallen by nearly 26%, and the ChiNext Index has fallen by more than 29%.</p><p>Except for the strong performance of the coal sector, most A-share sectors have been impacted to varying degrees. With the landing of the \"three arrows\", real estate has ushered in a strong rebound recently, but in the end it failed to reverse the decline during the year; The performance of the liquor industry, which achieved good financial results during the year, is not very optimistic. But what is comforting is that the Xinchuang industry related to national security and the hot Web3.0 have achieved good results in the capital market. Under the guidance of the \"valuation system with Chinese characteristics\", low-valued companies with Chinese prefixes have also ushered in a long-lost outbreak.</p><p>From a microscopic perspective,<a href=\"https://laohu8.com/S/600519\">Kweichow Moutai</a>Still the company with the highest value in the A-share market, the king of lithium batteries<a href=\"https://laohu8.com/S/300750\">Ningde era</a>The glory is no longer there, and the market value has fallen below one trillion during the year.<a href=\"https://laohu8.com/S/002432\">Jiu'an Medical</a>Then it became the largest monster stock of the year, with an increase of 13 times in 101 trading days. With the continuous optimization of domestic epidemic prevention and control policies,<a href=\"https://laohu8.com/S/301211\">Hendi Pharmaceutical</a>Waiting for antipyretic concept stocks to usher in a surge. Listed companies associated with \"Sheep Liao Ge Sheep\"<a href=\"https://laohu8.com/S/603444\">Gigabit</a>Because of the \"clearance dividend\", it has become the object of the whole network.</p><p>Two bottoms, two rallies</p><p>Under the combined action of multiple factors, A-shares have bottomed out twice this year.</p><p>The first bottom began at the beginning of the year. The Shanghai Composite Index fell from a high of 3,651.89 points in early January to 2,863.65 points on April 27, which took three and a half months. Other major indexes fell across the board, with the Shenzhen Component Index falling nearly 28% and the Growth Enterprise Market falling more than 35%.</p><p>The second dip occurred in the middle of the year. The Shanghai Composite Index started its decline on July 5th and fell to 2893 points on October 31st. Other major stock indexes fell across the board again.</p><p><img src=\"https://static.tigerbbs.com/f00ff4e1dee3d46ddac730828bf8fb7e\" tg-width=\"1024\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/></p><p>Looking deeper into the reasons for the decline in A-shares, Wang Lei, investment director of Jurong Assets, told the Economic Observer that the Shanghai Composite Index experienced a stampede in mid-March, mainly due to the conflict between Russia and Ukraine and the US attack on the audit of Chinese concept stocks. The sharp decline at the end of April was due to the short-term collapse of economic data, and the sharp decline in early November was due to weak investor confidence; What the above-mentioned rounds of exploration have in common is that the impact of external factors leads to the scarcity of investor confidence.</p><p>Of course, after the bottom, A-shares ushered in two rounds of violent rises: from April 27th to July 5th, the Shanghai Composite Index rebounded by 17%, and the Growth Enterprise Market rebounded by 32%; In addition, since November, the Shanghai Composite Index has risen by 7% and the Shenzhen Component Index has risen by 6%.</p><p>Looking forward to 2023,<a href=\"https://laohu8.com/S/601211\">Guotai Junan</a>The latest report points out that the improvement of profit expectations such as the restraining policy shift and post-epidemic opening up, the rising certainty of the internal and external macro environment, and the return space implied by the policy bottom, economic bottom and valuation bottom will push 2023 to become the starting point of a new round of bull market..</p><p>\"Ning Wang\" becomes \"Ning Zi\"? Fall below trillion market capitalization</p><p>In the hottest years of the new energy track, CATL's stock price has soared from 40 yuan to a maximum of 692 yuan per share in 2021, and its market value once exceeded 1.6 trillion yuan.</p><p>But in 2022, the Ningde era failed at the beginning, and its first-quarter financial report fell into the curse of increasing revenue but not increasing profits. At that time, doubts flooded the entire market. On April 20, the stock price of Ningde Times suffered a heavy loss, closing down 7.55% on the same day to 407 yuan per share, with a total market value of 948.7 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/f77a5aa2bafde36e5f23337738a8987e\" tg-width=\"865\" tg-height=\"568\" referrerpolicy=\"no-referrer\"/></p><p>In the following days, CATL's stock price experienced a rebound in June, and then continued its pullback/retracement again in September, currently hovering around 400 yuan.<b>The market value has evaporated by about 600 billion yuan from the peak, which can be called the stock with the most serious market value evaporation of A shares this year.</b></p><p>During this period, CATL handed over financial reports for the second and third quarters that exceeded expectations. Not only did it receive huge orders from BMW and Honda, but it was also preparing to build factories in North America. It can be said that there is constant good news. But this has not completely restored investors' confidence in it. As the \"sky-high price\" of lithium continues to compress the profit margin of batteries, former partners have rebelled one after another, the oversupply of power batteries has begun to emerge, and the competition in the industry is becoming fierce. The era of making money is over.</p><p>Driven by policies, Xinchuang rises in an all-round way</p><p>If there is any sector that is the hottest recently, Xinchuang must be on the list.</p><p>Looking back at the entire month of October, in just 16 trading days, the Wind Xinchuang Industrial Index rose by nearly 12% cumulatively, while the Shanghai Composite Index fell by 4% during the same period.</p><p>Against the background of the hot track, the stock prices of relevant leading companies have soared. Since October,<a href=\"https://laohu8.com/S/002528\">Infineon</a>A cumulative increase of 256%,<a href=\"https://laohu8.com/S/600602\">Yunsai Zhilian</a>With a cumulative rise of nearly 54%, Zhenshitong,<a href=\"https://laohu8.com/S/002315\">Focus Technology</a>, Jiuqi Software,<a href=\"https://laohu8.com/S/600476\">Xiangyou Technology</a>All rose by more than 40%,<a href=\"https://laohu8.com/S/688111\">Kingsoft Office</a>Up more than 31%.</p><p><img src=\"https://static.tigerbbs.com/69c577cad70894876e235c955aefdf29\" tg-width=\"828\" tg-height=\"690\" referrerpolicy=\"no-referrer\"/></p><p>\"Xinchuang\" refers to the information technology application innovation industry, which mainly covers four major sectors: basic hardware, basic software, application software and information security. It is the foundation of data security and network security and an important part of new infrastructure.</p><p><img src=\"https://static.tigerbbs.com/865986dd8258a2f3efc820494ca18a0d\" tg-width=\"865\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/>Since 2006, when the State Council proposed to list core electronic devices, high-end general-purpose chips and basic software products as one of the 16 major scientific and technological projects, the Xinchuang industry has begun to take root. After 2019, the number of relevant policies showed explosive growth, and the development of Xinchuang industry officially ushered in the \"golden three years\".</p><p>The rise of the Xinchuang sector is also driven by policies.</p><p>At the end of September this year, the state issued Document No. 79 to comprehensively guide the development and progress of the state-owned information innovation industry, requiring 100% of central and state-owned enterprises to complete information innovation replacement by 2027, covering chips, basic software, operating systems, middleware and other fields.</p><p>Looking forward to the future, Kaiyuan Securities said,<b>The next five years will be a critical period for the development of \"Daxinchuang\", with broad room for development. In the short term, 2022 is the first year of industry innovation. Starting from 2023, the localization of eight key industries including finance, operators, and electric power is expected to accelerate. At the same time, relevant policy catalysis is expected to be gradually implemented, boosting market confidence.</b></p><p>Global energy is becoming increasingly tight, and \"coal super wind\" is sweeping A-shares</p><p>Coal is definitely the \"most beautiful boy\" among all A-share sectors this year. Taking Shenwan's first-level industry as an example, as of December 29 this year, the Shenwan Coal Industry Index has increased by 10.8% during the year, ranking first among 31 industries. Although the prosperity of the coal sector has declined since the fourth quarter, it is still the only sector that has risen in the first three quarters, and its performance is quite strong.</p><p><img src=\"https://static.tigerbbs.com/f6e2f14dd791d31ce302cc9328f57c5c\" tg-width=\"865\" tg-height=\"522\" referrerpolicy=\"no-referrer\"/></p><p>Among individual stocks,<a href=\"https://laohu8.com/S/600546\">Shanxi Coal International</a>The increase ranked first, with a cumulative increase of nearly 134% during the year;<a href=\"https://laohu8.com/S/000933\">Shenhuo shares</a>、<a href=\"https://laohu8.com/S/601225\">Shaanxi coal industry</a>It rose by more than 70%, Lu'an Environmental Energy, Yankuang Energy, Shanxi Coking Coal, etc. all rose by more than 50%.</p><p><img src=\"https://static.tigerbbs.com/e88a809aaef3b5f928d58e4f1d303cc2\" tg-width=\"780\" tg-height=\"809\" referrerpolicy=\"no-referrer\"/></p><p>It is generally believed that the fundamental reason for the strong performance of the coal sector in the past year lies in the supply imbalance in the context of the energy cycle.</p><p>Changes in the global energy landscape, geopolitical crises and other factors have exacerbated the supply risks in the global energy market, and the \"coal grabbing\" sentiment in the international market has increased accordingly. According to an IEA report, global coal usage will increase by 1.2% this year, with annual usage exceeding 8 billion tons for the first time, exceeding the historical record set in 2013.</p><p>At the same time, domestic coal production hit record highs, driven by demand. Data released by the National Energy Administration shows that the national coal output from January to November was 4.09 billion tons, a year-on-year increase of 9.7% and an increase of 360 million tons over the same period last year.</p><p>In 2021, there will be a \"coal flying dance\", and in 2022, there will be bursts of \"coal super wind\". Will there be \"coal opening three times\" in 2023?</p><p>In this regard,<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>According to the research report, the current supply of coking coal is tight and the inventory is at an absolute low level in history. With the acceleration of the construction of the subsequent 14th Five-Year Plan project and the marginal improvement of real estate demand, it is expected that the prosperity of the coking coal industry will pick up, which will make the coking coal sector Valuations are ushering in a recovery. At the same time, under the background of global basic energy shortage, thermal coal prices have stabilized at high levels, corporate profits have high certainty, and they have the attributes of high dividends and high Dividend, highlighting long-term investment value. It is expected that the investment logic of the sector in 2023 will mainly be on the demand side, and we are optimistic about the recovery of industry demand in the second half of the year.</p><p>Under the \"valuation system with Chinese characteristics\", the Chinese prefix exploded</p><p>According to Xinhua News Agency, China Securities Regulatory Commission Chairman Yi Huiman said on the 21st of 2022<a href=\"https://laohu8.com/S/000402\">Financial Street</a>At the annual meeting of the Forum<a href=\"https://laohu8.com/S/00170\">China Capital</a>Market construction and development made a speech, specifically pointing out that \"explore the establishment of a valuation system with Chinese characteristics to promote the better function of market resource allocation\".</p><p>Affected by the good news, in the week of November 21, the concept stocks with Chinese prefixes went up across the board when the market was pulling back, and continued to stage a daily limit tide. Judging from the performance in the past two months, the rise of Chinese prefix concept stocks is amazing. Among them, China National Heavy Duty Truck and China Pharmaceutical have risen by more than 40%, and Chinese films,<a href=\"https://laohu8.com/S/600050\">China Unicom</a>, Chinese software has risen by more than 30% cumulatively,<a href=\"https://laohu8.com/S/002116\">China Haicheng</a>、<a href=\"https://laohu8.com/S/600730\">China High-Tech</a>、<a href=\"https://laohu8.com/S/601601\">China Pacific Insurance</a>The cumulative increase has exceeded 20%.</p><p><img src=\"https://static.tigerbbs.com/f178324186b42df872b80e2d2608064d\" tg-width=\"508\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>In the traditional valuation system, central enterprises with controllable risks but relatively limited growth are often in a valuation depression, falling into the dilemma of \"better performance\" matching \"worse valuation\". However, under the concept of \"valuation system with Chinese characteristics\", many analysts believe that the intrinsic value of central enterprises may be re-recognized.</p><p><a href=\"https://laohu8.com/S/000776\">GF Securities</a>Dai Kang once stated in a research report that low valuation, high dividends, abundant cash flow, and stable profitability are all significant advantages of central enterprises. He also said that in the past era of globalization, the advantages of \"high profit margins\" and \"high leverage ratios\" supported the 20-year bull growth of US stocks FAANG. Under the current trend of \"anti-globalization\", \"safety\" takes precedence over \"efficiency\", and the \"high profit margin\" advantage of central enterprises also has a lot of room for improvement, which is expected to give birth to China's FAANG.</p><p>Demon King of the Year: 101 trading days, 13 times of interval increase</p><p>During the two A-share bottom out this year, various N-board \"demon stocks\" appeared, such as<a href=\"https://laohu8.com/S/002761\">Zhejiang Jiantou</a>、<a href=\"https://laohu8.com/S/000736\">CCCC Real Estate</a>、<a href=\"https://laohu8.com/S/000756\">Xinhua Pharmaceutical</a>、<a href=\"https://laohu8.com/S/000957\">Zhongtong Bus</a>... But when it comes to the \"king of demons\" in 2022, it must be Jiu'an Medical, the leader in new crown testing.</p><p>On November 7, Jiu'an Medical announced that its subsidiary's new crown antigen home self-test kit was authorized by the US FDA, which kicked off its stock price skyrocketing; Next, a number of large international orders made Jiu'an Medical come up with a shining first-quarter performance report: revenue increased by 66 times year-on-year, and net profit increased by 375 times year-on-year, further pushing the company's stock price to the closing peak of 89.45 yuan.</p><p>Specifically, from the opening on November 15, 2021 to the closing on April 14, 2022, in 101 trading days, Jiu'an Medical has gained 38 daily limit boards. The maximum number of consecutive daily limit days is 9 consecutive boards, and the cumulative increase in the range is as high as an astonishing 1333%.</p><p>From April 15th, this \"demon wind\" began to fade. After the completion of the large order, Jiu'an Medical's performance declined rapidly. In the second quarter, its revenue and net profit both fell by more than 90% month-on-month, and continued to decline by more than 10% month-on-month in the third quarter. Without the support of performance, the company's stock price has been falling all the way, and now it has a pullback/retracement of nearly 42% from a historical high.</p><p><img src=\"https://static.tigerbbs.com/621d1d6c633b5c6d42786300f6dba7dc\" tg-width=\"865\" tg-height=\"652\" referrerpolicy=\"no-referrer\"/></p><p>As far as the performance in the first three quarters of this year is concerned, Jiu'an Medical's revenue increased by 3,000% year-on-year, and its net profit increased by 32,000% year-on-year, far exceeding other concept stocks in terms of scale and speed. In addition, Jiu'an Medical received another large order from the United States in November, and its rapid growth performance is expected to continue in the fourth quarter.</p><p>However, it is worth noting that with the continuous optimization of COVID-19 pandemic prevention and control measures in China, the normalization of epidemic prevention and control policies in the European and American markets, and the rapid decline in demand for nucleic acid testing, can Jiu'an Medical's performance and stock price return to their peak?</p><p>6 billion in 45 days, Hendi Pharmaceuticals made money with ibuprofen</p><p>Recently, ibuprofen is hard to find, making Hendi Pharmaceutical, the second largest ibuprofen raw material drug company in China, once the darling of the capital market.</p><p>From November 24th to December 16th, in less than a month, the stock price of Hendi Pharmaceuticals soared from 23.65 yuan to 55.63 yuan, almost doubling.</p><p><img src=\"https://static.tigerbbs.com/61bb59abcab626549c6d3774767d7f3b\" tg-width=\"865\" tg-height=\"772\" referrerpolicy=\"no-referrer\"/></p><p>The stock price continues to rise, and the family of Liu Yiqian, the actual controller of Hendi Pharmaceuticals, has increased its book wealth by nearly 6 billion yuan in just 45 days, which is really a profit.</p><p>But in fact,<b>The performance of Hendi Pharmaceuticals over the past year has not been satisfactory.</b>Due to the continued decline in revenue from ibuprofen APIs, the company's net profit attributable to the parent company in 2021 will decrease by 28% year-on-year, while it will continue to decline by 21% in the first three quarters of this year.</p><p>At present, the upstream supply of raw materials for ibuprofen is sufficient, and raw material manufacturers also have sufficient production capacity. However, the competition in the industry is still fierce. I believe that the dividends of the new crown antipyretics will not last too long.</p><p>Smart capital markets have long realized this,<b>Hendy Pharmaceutical's share price quickly pulled back after peaking. Up to now, it has dropped by nearly 38% from its high point on the 16th. In addition, the share price of Xinhua Pharmaceutical, the largest ibuprofen raw material factory in China, has dropped by nearly 35% from its high point in mid-December.</b></p><p>The company behind \"A Sheep\": earned 1 billion and paid 1 billion in dividends</p><p>In 2022, this casual mini-game with simple gameplay but extremely high difficulty coefficient will become a mess, and Gigabit, a listed company behind it, will become the focus of market attention.</p><p><img src=\"https://static.tigerbbs.com/81c11e46e95378b8e1339f10fd72b425\" tg-width=\"581\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p>According to public information, Gigabit was established in 2004 and is mainly engaged in the planning, research and development and operation of online games. Its representative works include \"Asking\", \"Moore Manor\", \"One Thought of Happiness\" and \"Obi Island\".</p><p>Gigabit holds a 20% stake in Beijing Jianyou Technology Co., Ltd., the developer of Sheep, but the profit of the game has little impact on the company's overall financial affairs. Therefore, although \"A Sheep\" has brought a lot of exposure to Gigabit, it still cannot drive its stock price up. On the contrary, its share price has fallen by more than 22% from its highs in early January.</p><p><img src=\"https://static.tigerbbs.com/f93eb4ce4bdd561f48b9a5a2da9fc99c\" tg-width=\"1024\" tg-height=\"775\" referrerpolicy=\"no-referrer\"/></p><p><b>What really makes Gigabit out of the circle is the extremely luxurious \"clearance dividend\".</b></p><p>On October 26, Gigabit released its third quarter financial report. The financial report shows that Gigabit's net profit in the first three quarters was 1.012 billion yuan, a year-on-year decrease of 16.07%. At the same time, a profit distribution plan was announced, that is, a cash dividend of 140 yuan (tax included) will be distributed for every 10 shares, with a total cash dividend of 1.006 billion yuan (tax included).</p><p>In other words,<b>Gigabit, whose net profit declined, split all three quarters of profits in one go. After the announcement of the large-scale dividend plan, Gigabit's stock price rose from 241.33 yuan/share that day to 335.35 yuan/share on November 17.</b></p><p>It is worth noting that Lu Hongyan, the actual controller and chairman of Gigabit, received about 303 million yuan in cash through this dividend, accounting for 30.1% of the total dividends. In addition, the top ten shareholders such as Gigabit Vice Chairman Chen Tuolin and Huang Zhihui can also receive dividends of approximately 155 million yuan.</p><p>What's even more shocking is that large cash dividends are not uncommon for Gigabit. As the \"Maotai in the game industry\", Gigabit once distributed 160 yuan in 10 yuan last year, with a total cash of 1.15 billion yuan.</p><p>Are A-shares about to usher in the Web3.0 era?</p><p>When the Internet industry as a whole is sluggish, the concept of Web3.0 is extremely popular.</p><p>On the one hand, it is reported that the post-00s generation is crazily pouring into Web3.0 and making it the first choice for careers. On the other hand, venture capital institutions are betting heavily on Web3. At that time, Stephen Chow wrote \"Looking for distinctive and outstanding Web3.0 talents in the dark\" The recruitment advertisement has added another fire to Web3.0. When this craze poured into A-shares, a Web3.0 track worth hundreds of billions was born.</p><p><img src=\"https://static.tigerbbs.com/5bab76da8c6f2483abafbc0cbfae6309\" tg-width=\"827\" tg-height=\"1454\" referrerpolicy=\"no-referrer\"/></p><p>Since November,<b>Web3.0 concept stocks continue to be active, and the limelight is unique.</b>Related concept stocks<a href=\"https://laohu8.com/S/002235\">Anne Shares</a>In the past two months, it has increased by nearly 83%.<a href=\"https://laohu8.com/S/002995\">World Online</a>A cumulative increase of 77%,<a href=\"https://laohu8.com/S/300051\">35 Internet</a>A cumulative increase of 65%,<a href=\"https://laohu8.com/S/300071\">Fushi Holdings</a>A cumulative increase of 45%,<a href=\"https://laohu8.com/S/300364\">Chinese Online</a>A cumulative increase of 42%.</p><p>According to the description of technology entrepreneur and investor Chris Dixon, Web3.0 is an Internet of builders and users. Jiangxia, a researcher at research institute Messari, described Web3.0 as \"readable + writable + owned\". Zhu Zhu, an analyst in the Internet media industry of Huaxin Securities, explained that in the era of Web3.0, users will enjoy real data autonomy and can really benefit from data circulation and transactions, so that their data is no longer a free resource of the Internet platform.</p><p>Europeans bought Chinese electric blankets and other \"eight-piece winter sets\" to lead flying industrial chain companies</p><p>In order to survive this winter of energy shortage, European consumers have turned their attention to China's \"heating artifact\".</p><p>Electric blankets, bare-legged artifacts, autumn clothes and autumn trousers, flannel pajamas, hot water bottles, hand warmers, heaters and turtleneck sweaters, the traditional Chinese \"eight-piece winter set\" have all been bought by Europeans. Surprisingly, heating concept stocks were also \"bought up\" by Chinese investors.<a href=\"https://laohu8.com/S/003023\">Rainbow Group</a>Is the biggest \"lucky one\" among them.</p><p>Rainbow Group's stock price rose sharply from 18.04 yuan on August 31 to 40.70 yuan at the close on October 14, and its market value also climbed from 1.884 billion yuan in early September to 4.290 billion yuan. Moreover, Rainbow Group achieved 8 daily limits in the 12 trading days since September 21st, and hit an all-time high on October 14th.</p><p><img src=\"https://static.tigerbbs.com/f68047153f35b980b47b8409ae41aab5\" tg-width=\"865\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/></p><p>The amazing performance also attracted a letter of concern from Shenzhen Stock Exchange. On the evening of October 13, Rainbow Group responded to the letter of concern from the Shenzhen Stock Exchange, saying that in 2022, the company will receive some product export orders, and the overall quantity is small and the amount is low. As of the end of June, Rainbow Group had achieved overseas sales revenue of 210,000 yuan of household flexible heating products such as electric blankets, and the current order amount in hand is about 1.33 million yuan.</p><p>After Rainbow Group responded to the letter of concern, the company's stock price continued to fall, and so far it has spit out most of the gains.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3678760\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3b4a781f9c48e25cb027cb85e338c75","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3678760","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295318833","content_text":"跌宕起伏，好戏不断！A股刚刚结束2022年的交易日。过去这一年，在美联储加息、俄乌冲突以及供应链等利空因素的夹击下，A股年内两度探底，四度跌破3000点。截止12月30日收盘，上证指数今年累计下跌超过15%，深成指跌幅接近26%，创业板指跌逾29%。除煤炭板块表现强势外，A股绝大多数板块均遭到不同程度的冲击。随着“三支箭”落地，房地产近期迎来了强势反弹，不过最终还是未能在年内扭转跌势；年内拿出不错财务成绩的白酒行业，表现也不太乐观。但值得安慰的是，事关国家安全的信创行业、火爆的Web3.0在资本市场取得了不俗的成绩，在“中国特色估值体系”的指引下，低估值的中字头公司也迎来了久违的爆发。从微观来看，贵州茅台仍是A股市值最高公司，锂电之王宁德时代风光不再，年内市值已跌破万亿，九安医疗则登上年度最大妖股宝座，101个交易日涨幅高达13倍。随着国内持续优化疫情防控政策，亨迪药业等退烧药概念股迎来一波大涨。《羊了个羊》关联上市公司吉比特因“清仓式分红”成为全网吃瓜对象。两次触底，两次反弹多因素共同作用下，A股今年出现两次探底回升。第一次探底始于年初，沪指从1月初的3651.89点高位下跌至4月27日的2863.65点，耗时3个半月，其他主要指数全线下跌，深成指累跌近28%，创业板累跌逾35%。第二次探底发生在年中，沪指从7月5日开启跌势，直至10月31日跌至2893点，其他主要股指再度全线下跌。深究A股下挫的原因，钜融资产投资总监王雷向经济观察报表示，沪指3月中出现踩踏行情，主因俄乌冲突叠加美方发难中概股审计事宜，4月末重跌则是因经济数据短期坍塌，11月初急挫则是投资者信心孱弱；上述几轮下探的共同点都在于外部因素冲击导致投资者信心稀缺。当然，探底之后A股则迎来了两轮暴力上涨：4月27日至7月5日，沪指累计反弹了17%，创业板累计反弹了32%；另外，11月以来，沪指累计上涨了7%，深成指累计上涨了6%。展望2023年，国泰君安最新报告指出，抑制性政策转向与疫后开放等盈利预期改善、内外宏观环境确定性上升以及政策底、经济底和估值底隐含的回报空间等将推动2023年成为新一轮牛市的起点。“宁王”变“宁子”？跌破万亿市值在新能源赛道最火爆的那几年，宁德时代股价从40元一路高歌猛进，到2021年涨至最高692元/股，市值一度突破1.6万亿元。但到了2022年，宁德时代开局即失利，一季度财报陷入了增收不增利的魔咒，彼时质疑声充斥着整个市场。4月20日，宁德时代股价遭遇重创，当日收跌7.55%，报407元/股，总市值9487亿元，这是自2021年5月登顶万亿后，宁德时代市值首次跌破万亿。在接下来的日子里，宁德时代股价经历了6月的回光返照，然后在9月份再次持续回撤，目前在400元附近徘徊，市值较峰值蒸发了约6000亿元左右，堪称A股今年市值蒸发最严重的股票。在其此期间，宁德时代交出了超预期的二三季度财报，不仅拿到了宝马、本田的超大订单，还准备在北美建厂，可谓好消息不断。但这并未能彻底挽回投资者对它的信心，随着 “天价”锂不断压缩电池利润空间，往日的合作伙伴接连反水，动力电池供应过剩初现端倪，行业竞争走向白热化，躺着赚钱的时代已经结束。政策驱动下，信创全面崛起如果说近期什么板块最火爆，信创一定榜上有名。回看整个十月份，仅仅16个交易日，万得信创产业指数累计涨幅接近12%，而同期沪指却跌了4%。在整个赛道火热的背景下，相关龙头股价一飞冲天。10月以来，英飞拓累涨256%，云赛智联累涨近54%，真视通、焦点科技、久其软件、湘邮科技均涨超40%，金山办公涨超31%。“信创”即信息技术应用创新产业，主要涵盖基础硬件、基础软件、应用软件、信息安全四大板块，是数据安全、网络安全的基础，也是新基建的重要组成部分。自2006年国务院将提出将核心电子器件、高端通用芯片及基础软件产品列为16个重大科技专项之一以来，信创产业开始生根发芽。2019年之后，相关政策数量呈现爆发式增长，信创产业的发展正式迎来“黄金三年”。本次信创板块的崛起，也正是由政策所驱动。今年9月底国家下发79号文，全面指导国资信创产业发展和进度，要求到2027年央企国企100%完成信创替代，替换范围涵盖芯片、基础软件、操作系统、中间件等领域。展望未来，开源证券表示，未来五年是“大信创”发展的关键时期，发展空间广阔。短期来看，2022年是行业信创的元年，从2023年开始，金融、运营商、电力等八大关键行业的国产化有望加速。同时，相关政策催化有望逐渐落地，提振市场信心。全球能源愈发紧俏，“煤超风”席卷A股煤炭绝对是今年A股所有板块中“最靓的仔”。以申万一级行业为例，今年截至12月29日，申万煤炭行业指数年内累计上涨10.8%，涨幅在31个行业中位居首位。虽然四季度以来，煤炭板块的景气度有所下行，但仍是前三季度唯一上涨的板块，表现相当强劲。个股中，山煤国际涨幅居首，年内累计上涨近134%；神火股份、陕西煤业涨超70%，潞安环能、兖矿能源、山西焦煤等均涨超50%。普遍认为，煤炭板块过去一年表现强势的根本原因在于能源大周期背景下的供给失衡。全球能源格局的转变、地缘政治危机等因素加剧全球能源市场的供给风险，国际市场“抢煤”情绪随之升温。据IEA报告显示，今年全球煤炭使用量将增长1.2%，年度使用量首次超过80亿吨，超过了2013年创下的历史记录。与此同时，国内煤炭产量在需求的推动下创下历史新高。国家能源局公布的数据显示，1-11月全国煤炭产量40.9亿吨，同比增长9.7%，比去年同期增加3.6亿吨。2021年上演“煤飞色舞”，2022年刮起阵阵“煤超风”，2023年是否会“煤开三度”?对此，中信证券在研报中表示，当前焦煤供给偏紧、且库存处于历史绝对低位，在后续十四五项目建设加快推进、地产需求边际改善的情形下，预计焦煤行业景气度将有所回暖，进而使焦煤板块估值迎来修复。同时全球基础能源不足的背景下，动力煤价格高位企稳、企业利润具有高确定性，兼具高分红、高股息属性，长期投资价值凸显。预计2023年板块投资逻辑主要在需求端，看好下半年行业需求的恢复。“中国特色估值体系”下，中字头爆发据新华社报道，证监会主席易会满21日在2022金融街论坛年会上对中国资本市场建设和发展作了讲话，特别指出“探索建立具有中国特色的估值体系，促进市场资源配置功能更好发挥”。受该利好消息影响，11月21日当周，中字头概念股在大盘回调之际全线上攻，连续上演涨停潮。从近两个月表现来看，中字头概念股涨势十分惊人，其中中国重汽、中国医药累计涨逾40%，中国电影、中国联通、中国软件累计涨逾30%，中国海诚、中国高科、中国太保累计涨逾20%。在传统的估值体系中，风险可控但成长性相对有限的央企往往身处估值洼地，陷入“更好业绩”匹配“更差估值”的窘境。但在“中国特色的估值体系”概念之下，不少分析师认为，央企的内在价值或将得到重新认识。广发证券戴康曾在研报中表示，低估值、高分红、现金流充沛、盈利稳定性等均为央企的显著优势。他还表示，在过去的全球化时代，“高利润率”和“高杠杆率”优势支撑美股FAANG的20年长牛。当前“逆全球化”大趋势下，“安全”优先于“效率”，央企的“高利润率”优势也有很大的提升空间，有望诞生出中国的FAANG。年度妖王：101个交易日，区间涨幅13倍在今年A股两次触底反弹的过程中，出现了各种N连板的“妖股”，比如浙江建投、中交地产、新华制药、中通客车……但当说起2022年的“妖中之王”时，非新冠检测龙头九安医疗莫属。11月7日，九安医疗公告称旗下子公司的新冠抗原家用自测试剂盒获美国FDA授权的公告，拉开了其股价暴涨的序幕；接下来，多份国际大单让九安医疗拿出了闪亮十足的一季度业绩报告：营收同比大增66倍，净利润同比增375倍，进一步把公司股价推上89.45元的收盘巅峰。具体来看，从2021年11月15日开盘到2022年4月14日收盘，101个交易日，九安医疗足足收获了38个涨停板，最大连续涨停天数为9连板，区间累计涨幅高达惊人的1333%。4月15日起，这股“妖风”便开始消退。在大单完成后，九安医疗业绩快速下滑，二季度营收、净利润均环比下滑超过90%，三季度继续环比下滑超过10%。没了业绩的支撑，公司股价一路走低，目前已从历史高位回撤近42%。就今年前三季表现而言，九安医疗营收同比增长3000%，净利润同比增长32000%，无论从规模上还是从速度上都远超其他概念股。另外，九安医疗11月再获美国大额订单，其高速增长的业绩有望在四季度持续。但值得注意的是，随着国内持续优化新冠疫情防控措施，欧美市场疫情防控政策趋向常态化，核酸检测需求快速回落的前景下，九安医疗的业绩与股价还能重回巅峰吗？45天60亿，亨迪药业靠布洛芬赚麻了近期布洛芬的一片难求，让国内第二大布洛芬原料药企业亨迪药业一度成为资本市场的宠儿。从11月24日至12月16日，不到一个月的时间，亨迪药业股价从23.65元飙升至55.63元，几乎翻了一番。股价持续走高，也让亨迪药业实控人刘益谦家族在短短45天内增加了近60亿元的账面财富，真可谓赚麻了。但事实上，亨迪药业上市一年多来的业绩表现并不理想。由于营收大头布洛芬类原料药收入持续下滑，公司2021年归母净利润同比减少28%，而今年前三季度继续下降21%。目前布洛芬上游原料供应充足，原料厂商也有足够的产能，而行业竞争依旧激烈，相信新冠退烧药的红利也不会持续太长时间。精明的资本市场也早已意识到这一点，亨迪药业股价触顶后迅速回调，截至目前已从16日的高点下跌近38%，此外，国内最大布洛芬原料厂新华制药股价已从12月中旬的高点下跌近35%。《羊了个羊》背后公司：赚了10个亿，分红10个亿2022年，这款玩法简单但难度系数极高的休闲小游戏火得一塌糊涂，也让其背后的一家上市公司吉比特成了市场关注的焦点。公开资料显示，吉比特成立于2004年，主要从事网络游戏的策划、研发及运营，代表作有《问道》《摩尔庄园》《一念逍遥》《奥比岛》。吉比特持有《羊了个羊》研发商北京简游科技有限公司20%的股权，但该游戏的盈利对公司整体财务影响程度不大。因此《羊了个羊》虽然为吉比特带来了不少的曝光度，但仍无法带动其股价上涨。相反，其股价已经从1月初的高点已经跌去了超过22%。真正令吉比特出圈的是豪到极致的“清仓式分红”。10月26日，吉比特发布了三季度财报。财报显示，吉比特前三季度净利润10.12亿元，同比减少16.07％。同时公布的还有利润分配预案，即每10股派发现金红利140元(含税)，合计派发现金红利10.06亿元（含税）。也就是说，净利润下滑的吉比特一口气将三个季度的利润全部分光了。大手笔分红预案公布后，吉比特股价一路从当日的241.33元/股走高至11月17日的335.35元/股。值得关注的是，吉比特实控人、董事长卢竑岩通过此次分红获得约3.03亿元的现金，占全部分红的30.1%。此外，吉比特副董事长陈拓琳、黄志辉等前十大股东也能获得约1.55亿元的分红。更令人惊掉下巴的是，大手笔的现金分红对于吉比特而言并不罕见。作为“游戏界的茅台”，吉比特曾在去年10派160元，共计派现11.50亿元。A股要迎来Web3.0时代？互联网行业整体不振之际，Web3.0概念却异常火爆。一边是报道称00后疯狂涌入Web3.0，并将其作为职业首选，另一边是风投机构纷纷重金押注Web3，彼时周星驰一则“在漆黑中找寻鲜明出众的Web3.0人才”的招聘广告，更是为Web3.0再添了一把火。而当这股热潮涌入A股时，一条价值千亿的Web3.0赛道横空出世。自11月开始，Web3.0概念股持续活跃，风头独步一时。相关概念股安妮股份两个月来累计涨近83%，天地在线累涨77%，三五互联累涨65%，福石控股累涨45%，中文在线累涨42%。根据科技创业者兼投资人Chris Dixon的描述，Web3.0是一个建设者和用户的互联网，研究机构Messari研究员江下则把Web3.0描述为“可读+可写+拥有”。华鑫证券互联网传媒行业分析师朱珠解释称，Web3.0时代，用户将享有真正的数据自主权，可以在数据流转和交易中真正获益，使自己的数据不再是互联网平台的免费资源。欧洲人买爆中国电热毯等“过冬八件套”，带飞产业链公司为了熬过这个能源短缺的冬天，欧洲消费者纷纷把目光投向了投向中国的“取暖神器”。电热毯、光腿神器、秋衣秋裤、法兰绒睡衣、热水袋、暖手宝、取暖器和高领毛衣，中国传统的 “过冬八件套”通通被欧洲人爆买。意外的是，取暖概念股也被中国股民“买爆”，彩虹集团就是其中最大的“幸运儿”。彩虹集团股价从8月31日的18.04元大涨至10月14日收盘的40.70元，市值也从9月初的18.84亿元攀升至了42.90亿元。而且彩虹集团在自9月21日之后的12个交易日中斩获8个涨停板，并在10月14日一举创下历史最高价。惊人表现也引来了深交所的关注函。10月13日晚间，彩虹集团回复深交所关注函称，2022年，公司获得一些产品出口订单，总体上数量少金额低。彩虹集团截至6月底，电热毯等家用柔性取暖产品实现海外销售收入21万元，目前在手订单金额约133万元。在彩虹集团回复关注函后，公司股价便持续走低，截至目前已吐出大部分涨幅。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928409076,"gmtCreate":1671332462495,"gmtModify":1676538525422,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928409076","repostId":"1173145906","repostType":4,"repost":{"id":"1173145906","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1671203311,"share":"https://ttm.financial/m/news/1173145906?lang=en_US&edition=fundamental","pubTime":"2022-12-16 23:08","market":"us","language":"zh","title":"New energy vehicle stocks rose, Nikola rose more than 10%, Tesla fell","url":"https://stock-news.laohu8.com/highlight/detail?id=1173145906","media":"老虎资讯综合","summary":"美股新能源车股走高，截至发稿，Nikola涨超10%，小鹏汽车涨超7%，理想汽车涨超4%，Lordstown Motors涨超3%。不过，特斯拉跌1.8%。","content":"<p><html><head></head><body>U.S. new energy vehicle stocks rose. As of press time, Nikola rose more than 10%.<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose more than 7%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 4%, and Lordstown Motors rose more than 3%. However,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It fell 1.8%.</p><p><img src=\"https://static.tigerbbs.com/75a07af55c74528115518f4a5c07df47\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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>New energy vehicle stocks rose, Nikola rose more than 10%, Tesla fell</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\">\nNew energy vehicle stocks rose, Nikola rose more than 10%, Tesla fell\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-12-16 23:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>U.S. new energy vehicle stocks rose. As of press time, Nikola rose more than 10%.<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose more than 7%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 4%, and Lordstown Motors rose more than 3%. However,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It fell 1.8%.</p><p><img src=\"https://static.tigerbbs.com/75a07af55c74528115518f4a5c07df47\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9a3e252cf47633203f1bca58d691ff6f","relate_stocks":{"XPEV":"小鹏汽车","LI":"理想汽车","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173145906","content_text":"美股新能源车股走高，截至发稿，Nikola涨超10%，小鹏汽车涨超7%，理想汽车涨超4%，Lordstown Motors涨超3%。不过，特斯拉跌1.8%。","news_type":1,"symbols_score_info":{"RIDE":0.9,"NKLA":0.9,"TSLA":0.9,"XPEV":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":2868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967923928,"gmtCreate":1670251756164,"gmtModify":1676538329674,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967923928","repostId":"1144881783","repostType":4,"isVote":1,"tweetType":1,"viewCount":2873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965062988,"gmtCreate":1669858547245,"gmtModify":1676538257856,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965062988","repostId":"2288613792","repostType":4,"isVote":1,"tweetType":1,"viewCount":2151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962875867,"gmtCreate":1669765876660,"gmtModify":1676538237555,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9962875867","repostId":"2287507941","repostType":4,"repost":{"id":"2287507941","kind":"highlight","pubTimestamp":1669764127,"share":"https://ttm.financial/m/news/2287507941?lang=en_US&edition=fundamental","pubTime":"2022-11-30 07:22","market":"us","language":"zh","title":"Goldman Sachs: It is expected that the probability of OPEC cutting crude oil production is very high, and oil prices will reach US $110 next year","url":"https://stock-news.laohu8.com/highlight/detail?id=2287507941","media":"华尔街见闻","summary":"高盛预测，在通胀依然维持高位、经济衰退迹象越来越明显、多个原油进口国需求陡降以及欧盟寻求对俄罗斯原油制定价格上限之际，OPEC+极有可能采取进一步措施来阻止油价下跌并试图平衡市场供需。","content":"<p><html><head></head><body>Goldman Sachs predicts that as inflation remains high, signs of economic recession become increasingly obvious, demand from many crude oil importing countries plummets, and the European Union seeks to set a price cap on Russian crude oil, OPEC + is likely to take further measures to stop oil prices falling and try to balance market supply and demand. Tuesday, November 29th,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is forecast that as inflation remains high, signs of economic recession become increasingly obvious, demand from many crude oil importing countries plummets, and the European Union seeks to set a price cap on Russian crude oil, OPEC + is likely to take further measures to stop oil prices falling and try to balance market supply and demand.</p><p>Jeff Currie, global head of commodities at Goldman Sachs, said on Tuesday that a variety of factors led the bank to cut its oil price forecast in recent months:</p><p>First, the dollar. What is the definition of inflation? Too much money chasing too little merchandise. The second factor is Russian crude oil. Russia is working hard to bring its own crude oil to the market before the price cap takes effect on December 5. Currie said he was \"very optimistic\" about the medium-term oil outlook in 2023 and that Goldman Sachs would \"stick to its ground\" with a forecast of $110 a barrel for Brent next year.</p><p>This means that compared with the current price of about 85 US dollars per barrel, there is still nearly 30% room for oil prices to rise next year.</p><p><img src=\"https://static.tigerbbs.com/53a2f18b009821da60eeea7f4ad30f8c\" tg-width=\"1024\" tg-height=\"674\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>However, Currie also acknowledged that there is \"a lot of uncertainty\" ahead.</p><p>Brent crude oil futures prices soared after the outbreak of geopolitical conflicts in Eastern Europe in February this year, and remained above $110 for a long time from March to June, and reached above $120 many times. Then the price began to gradually decline.</p><p>OPEC agreed in early October to cut production by 2 million barrels per day starting in November. At that time, this move drew strong dissatisfaction from the United States, which had asked OPEC to maintain or even increase production to ease U.S. inflation and help the global economy recover.</p><p>OPEC + recently hinted that it may implement deeper production cuts to stimulate a recovery in crude oil prices.</p><p>On Monday, media reports said Saudi Arabia and other oil producers were considering announcing new production cuts at the upcoming OPEC + meeting amid a slowdown in global crude oil demand.</p><p>Earlier on Monday, the consulting firm<a href=\"https://laohu8.com/S/600697\">Eurasia Group</a>According to a report, due to the recent sharp drop in international crude oil prices, OPEC + plans to \"seriously consider\" the possibility of introducing new production reduction measures at its next regular meeting in early December:</p><p>Given overall market conditions, OPEC will seriously consider new production cuts at its upcoming meeting, especially if crude oil prices fall well below current levels next week. Ultimately, the decision will depend on the trend of oil prices at the time of the OPEC + meeting and the extent of disruption EU sanctions will cause to the market. Last week, Saudi Arabia denied that OPEC + members would discuss the option of increasing production. Saudi Energy Minister Prince Abdulaziz bin Salman said that OPEC + was \"ready to intervene\" if it was needed to \"balance supply and demand\", further reducing supply.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs: It is expected that the probability of OPEC cutting crude oil production is very high, and oil prices will reach US $110 next year</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\">\nGoldman Sachs: It is expected that the probability of OPEC cutting crude oil production is very high, and oil prices will reach US $110 next year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-11-30 07:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Goldman Sachs predicts that as inflation remains high, signs of economic recession become increasingly obvious, demand from many crude oil importing countries plummets, and the European Union seeks to set a price cap on Russian crude oil, OPEC + is likely to take further measures to stop oil prices falling and try to balance market supply and demand. Tuesday, November 29th,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is forecast that as inflation remains high, signs of economic recession become increasingly obvious, demand from many crude oil importing countries plummets, and the European Union seeks to set a price cap on Russian crude oil, OPEC + is likely to take further measures to stop oil prices falling and try to balance market supply and demand.</p><p>Jeff Currie, global head of commodities at Goldman Sachs, said on Tuesday that a variety of factors led the bank to cut its oil price forecast in recent months:</p><p>First, the dollar. What is the definition of inflation? Too much money chasing too little merchandise. The second factor is Russian crude oil. Russia is working hard to bring its own crude oil to the market before the price cap takes effect on December 5. Currie said he was \"very optimistic\" about the medium-term oil outlook in 2023 and that Goldman Sachs would \"stick to its ground\" with a forecast of $110 a barrel for Brent next year.</p><p>This means that compared with the current price of about 85 US dollars per barrel, there is still nearly 30% room for oil prices to rise next year.</p><p><img src=\"https://static.tigerbbs.com/53a2f18b009821da60eeea7f4ad30f8c\" tg-width=\"1024\" tg-height=\"674\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>However, Currie also acknowledged that there is \"a lot of uncertainty\" ahead.</p><p>Brent crude oil futures prices soared after the outbreak of geopolitical conflicts in Eastern Europe in February this year, and remained above $110 for a long time from March to June, and reached above $120 many times. Then the price began to gradually decline.</p><p>OPEC agreed in early October to cut production by 2 million barrels per day starting in November. At that time, this move drew strong dissatisfaction from the United States, which had asked OPEC to maintain or even increase production to ease U.S. inflation and help the global economy recover.</p><p>OPEC + recently hinted that it may implement deeper production cuts to stimulate a recovery in crude oil prices.</p><p>On Monday, media reports said Saudi Arabia and other oil producers were considering announcing new production cuts at the upcoming OPEC + meeting amid a slowdown in global crude oil demand.</p><p>Earlier on Monday, the consulting firm<a href=\"https://laohu8.com/S/600697\">Eurasia Group</a>According to a report, due to the recent sharp drop in international crude oil prices, OPEC + plans to \"seriously consider\" the possibility of introducing new production reduction measures at its next regular meeting in early December:</p><p>Given overall market conditions, OPEC will seriously consider new production cuts at its upcoming meeting, especially if crude oil prices fall well below current levels next week. Ultimately, the decision will depend on the trend of oil prices at the time of the OPEC + meeting and the extent of disruption EU sanctions will cause to the market. Last week, Saudi Arabia denied that OPEC + members would discuss the option of increasing production. Saudi Energy Minister Prince Abdulaziz bin Salman said that OPEC + was \"ready to intervene\" if it was needed to \"balance supply and demand\", further reducing supply.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3676212\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a4a666a090d4f1214e1749db962100a","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3676212","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287507941","content_text":"高盛预测，在通胀依然维持高位、经济衰退迹象越来越明显、多个原油进口国需求陡降以及欧盟寻求对俄罗斯原油制定价格上限之际，OPEC+极有可能采取进一步措施来阻止油价下跌并试图平衡市场供需。11月29日周二，高盛预测，在通胀依然维持高位、经济衰退迹象越来越明显、多个原油进口国需求陡降以及欧盟寻求对俄罗斯原油制定价格上限之际，OPEC+极有可能采取进一步措施来阻止油价下跌并试图平衡市场供需。高盛全球大宗商品主管Jeff Currie周二表示，多种因素导致该行下调了近几个月的油价预测：首先是美元。通货膨胀的定义是什么？太多的钱追逐太少的商品。第二个因素俄罗斯原油，俄罗斯正在努力在12月5日的价格上限生效之前，把自己的原油推向市场。Currie表示，他对2023年的中期石油前景“非常乐观”，高盛将“坚持其立场”，对明年布伦特原油的预测为每桶110美元。这意味着，和当前大约85美元每桶的价格相比，明年油价还有近30%的上涨空间。然而，Currie也承认，未来存在“很多不确定性”。布伦特原油期货价格在今年2月份东欧地缘冲突爆发后飙涨，并在3月至6月长时间维持在110美元上方，并多次达到120美元上方。随后价格开始逐步走低。OPEC+在10月初同意，从11月开始，每天减产200万桶，当时这一举措招致美国的强烈不满，因为美国曾要求OPEC+维持产量甚至增产以缓解美国通胀，并帮助全球经济复苏。OPEC+最近暗示可能实施更大幅度的减产以刺激原油价格回升。周一，媒体报道称，在全球原油需求放缓的情况下，沙特和其他产油国考虑在即将召开的OPEC+会议上宣布新的减产措施。周一早些时候，咨询公司欧亚集团在一份报告中表示，因近期国际原油价格已出现大幅回落，OPEC+拟在12月初举行的下一次例会上“严肃地考虑”出台新减产措施的可能性：鉴于整体市场状况，OPEC+将在即将召开的会议上严肃地考虑新的减产措施，特别是如果原油价格在下周跌至远低于当前水平的情况下。最终，该决定将取决于OPEC+会议时油价的走势，以及欧盟制裁对市场造成的破坏程度。上周，沙特阿拉伯否认OPEC+成员国将讨论增产这一选项，沙特能源大臣阿卜杜勒阿齐兹·本·萨勒曼亲王表示，如果需要“平衡供需”，OPEC+“准备好进行干预”，进一步减少供应。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966672840,"gmtCreate":1669531080481,"gmtModify":1676538205514,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966672840","repostId":"1108771392","repostType":4,"isVote":1,"tweetType":1,"viewCount":3584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966672304,"gmtCreate":1669531053308,"gmtModify":1676538205513,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966672304","repostId":"1120274684","repostType":4,"isVote":1,"tweetType":1,"viewCount":3381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969920996,"gmtCreate":1668321519115,"gmtModify":1676538041384,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969920996","repostId":"2283499039","repostType":4,"isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}