说明人还不如牛值钱_老虎社区_美港股上老虎 - 老虎社区

说明人还不如牛值钱

“中国私募之王”单伟建颠覆性研究：中国工人成本效益是美国的7-20倍，中位数约14倍

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":607664423650640,"tweetId":"607664423650640","gmtCreate":1789379162989,"gmtModify":1789379165077,"author":{"id":4116359106040260,"idStr":"4116359106040260","authorId":4116359106040260,"authorIdStr":"4116359106040260","name":"贝莱格","avatar":"https://static.tigerbbs.com/35c4f56c084929cb4ca1d7985ddfdd74","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.21","exceedPercentage":"93.30%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1101,"badgeId":"228c86a078844d74991fff2b7ab2428d-3","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>说明人还不如牛值钱</p></body></html>","htmlText":"<html><head></head><body><p>说明人还不如牛值钱</p></body></html>","text":"说明人还不如牛值钱","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/607664423650640","repostId":2666510765,"repostType":2,"repost":{"id":"2666510765","kind":"live","pubTimestamp":1789008535,"share":"https://www.laohunote.com/m/news/2666510765?lang=zh_CN&edition=full","pubTime":"2026-09-10 10:48","market":"sh","language":"zh","title":"“中国私募之王”单伟建颠覆性研究：中国工人成本效益是美国的7-20倍，中位数约14倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2666510765","media":"格隆汇","summary":"亚洲最大私募股权基金之一太盟投资集团（PAG）的执行董事长兼联合创始人单伟建，被业内称为“中国私募之王”。最近他一篇分析中美制造业的文章，彻底颠覆了很多人的固有认知。核心结论是：按实物产出计算，中国工","content":"<html><body>亚洲最大私募股权基金之一太盟投资集团（PAG）的执行董事长兼联合创始人单伟建，被业内称为“中国私募之王”。最近他一篇分析中美制造业的文章，彻底颠覆了很多人的固有认知。核心结论是：按实物产出计算，中国工人的成本效益中位数约为美国的14倍，不同行业在7到20倍之间浮动。\n他选了最有说服力的样本：特斯拉上海工厂和美国弗里蒙特工厂。两家工厂技术、生产线、产品完全一致，工人数量都是约2万名，完全排除了技术和产品差异的干扰，是最公平的参照组。2024年上海工厂生产了近100万辆车，人均年产约50辆；弗里蒙特工厂年产量约56万辆，人均年产仅20.8辆。中国工人的实物生产效率是美国同事的近两倍。再看工资：上海特斯拉工人年薪约 1.4万至1.5万美元，美国特斯拉工人年薪约8.25万美元，仅为对方的17%。两项综合下来，中国工厂的成本效益是美国的8~14 倍。\n单伟建还分析了多个行业：造船业中国成本效益是美国的7~10倍，钢铁业是10至20倍，光伏产业是10至15倍，电动车领域更是不用多说。很多人之前被国际机构的数据误导，认为中国制造业劳动生产率只有美国的15%至20%，核心原因是国际通用算法用增加值计算，还存在价格扭曲、购买力评价低估等问题。如果按成本效益算，中国制造业成本效益相当于美国的7至20倍。</body></html>","source":"live_gelonghui","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>“中国私募之王”单伟建颠覆性研究：中国工人成本效益是美国的7-20倍，中位数约14倍</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n“中国私募之王”单伟建颠覆性研究：中国工人成本效益是美国的7-20倍，中位数约14倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-10 10:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亚洲最大私募股权基金之一太盟投资集团（PAG）的执行董事长兼联合创始人单伟建，被业内称为“中国私募之王”。最近他一篇分析中美制造业的文章，彻底颠覆了很多人的固有认知。核心结论是：按实物产出计算，中国工人的成本效益中位数约为美国的14倍，不同行业在7到20倍之间浮动。\n他选了最有说服力的样本：特斯拉上海工厂和美国弗里蒙特工厂。两家工厂技术、生产线、产品完全一致，工人数量都是约2万名，完全排除了技术和...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","07766":"南方两倍做多特斯拉","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","07366":"南方两倍做空特斯拉","TSLS":"1倍做空TSLA ETF-Direxion","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IDRV":"iShares Self-Driving EV and Tech ETF","TSLW":"TSLA周配息ETF-Roundhill","TSII":"REX TSLA Growth & Income ETF","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","09766":"南方两倍做多特斯拉-U","TSLQ":"2倍做空TSLA ETF-Tradr","TSLZ":"2倍做空TSLA ETF-T-Rex","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","TSDD":"2倍做空TSLA ETF-GraniteShares","TSL":"1.25倍做多TSLA ETF-GraniteShares","TSLT":"2倍做多TSLA ETF-T-Rex","TLA":"GraniteShares Autocallable TSLA ETF","WATS":"Corgi Battery Energy Storage Systems ETF","TSLL":"2倍做多TSLA ETF-Direxion","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","TESL":"Simplify Volt TSLA Revolution ETF","LIT":"Global X Lithium & Battery Tech ETF","WANT":"Direxion Daily Consumer Discretionary Bull 3X ETF","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","TSLG":"2倍做多TSLA ETF-Leverage Shares","SG9999015978.USD":"利安颠覆性创新基金A","TESC":"Corgi TSLA 2x Daily ETF","TSLA":"特斯拉","09366":"南方两倍做空特斯拉-U","TSYY":"收益增强TSLA ETF-GraniteShares","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","SMOG":"VanEck Low Carbon Energy ETF","TSLR":"2倍做多TSLA ETF-GraniteShares","FDRV":"Fidelity Electric Vehicles and Future Transportation ETF","TSLY":"TSLA期权收益策略ETF-YieldMax","PAG":"潘世奇汽车","TSLP":"TSLA收益溢价策略ETF-Kurv","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","TSLI":"2倍做多TSLA ETF-ProShares"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2666510765","content_text":"亚洲最大私募股权基金之一太盟投资集团（PAG）的执行董事长兼联合创始人单伟建，被业内称为“中国私募之王”。最近他一篇分析中美制造业的文章，彻底颠覆了很多人的固有认知。核心结论是：按实物产出计算，中国工人的成本效益中位数约为美国的14倍，不同行业在7到20倍之间浮动。\n他选了最有说服力的样本：特斯拉上海工厂和美国弗里蒙特工厂。两家工厂技术、生产线、产品完全一致，工人数量都是约2万名，完全排除了技术和产品差异的干扰，是最公平的参照组。2024年上海工厂生产了近100万辆车，人均年产约50辆；弗里蒙特工厂年产量约56万辆，人均年产仅20.8辆。中国工人的实物生产效率是美国同事的近两倍。再看工资：上海特斯拉工人年薪约 1.4万至1.5万美元，美国特斯拉工人年薪约8.25万美元，仅为对方的17%。两项综合下来，中国工厂的成本效益是美国的8~14 倍。\n单伟建还分析了多个行业：造船业中国成本效益是美国的7~10倍，钢铁业是10至20倍，光伏产业是10至15倍，电动车领域更是不用多说。很多人之前被国际机构的数据误导，认为中国制造业劳动生产率只有美国的15%至20%，核心原因是国际通用算法用增加值计算，还存在价格扭曲、购买力评价低估等问题。如果按成本效益算，中国制造业成本效益相当于美国的7至20倍。","news_type":1,"symbols_score_info":{"TESC":0.6,"TSYY":0.6,"TEST":0.6,"PAG":1,"TSLA":0.85,"TESL":0.6,"IDRV":0.6,"ELOL":0.6,"TSDD":0.6,"TSLG":0.6,"LIT":0.6,"WATS":0.6,"09766":0.6,"TSLZ":0.6,"TSL":0.6,"TSLQ":0.6,"TSLO":0.6,"07766":0.6,"TSLI":0.6,"07366":0.6,"TSLS":0.6,"TSLW":0.6,"TSLP":0.6,"FDRV":0.6,"SMOG":0.6,"TSII":0.6,"TLA":0.6,"STSLAmain":0.6,"TSLR":0.6,"TSLT":0.6,"TSLY":0.6,"WANT":0.6,"TSLL":0.6,"09366":0.6,"CRSH":0.6}},"isVote":1,"tweetType":1,"viewCount":150,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":18,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/607664423650640"}