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股灾的时候你在想什么

股灾的时候你在想什么

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IP属地：浙江

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股灾的时候你在想什么

2025-10-22

其兴也乎焉其亡也忽焉

沃尔玛救了人造肉，Beyond Meat又燃起一束光

股灾的时候你在想什么

2024-12-21

第一次玩这个哦虽说是模拟盘 $TSLA 20241220 407.5 PUT$

股灾的时候你在想什么

2024-12-17

Replying to @鹿鼎公韦小宝:空头短裤马斯克用来讽刺空头的//@鹿鼎公韦小宝:哪条//@股灾的时候你在想什么:有谁还记得那条420的short

股灾的时候你在想什么

2023-07-11

这篇文章不错，转发给大家看看

抱歉，原内容已删除

股灾的时候你在想什么

2022-08-24

当年比特币也是这么被韩棒子追捧的

抱歉，原内容已删除

股灾的时候你在想什么

2021-12-19

好像是练瑜伽卡住自己脖子导致的

“中植系”掌门人解直锟离世，旗下多家A股上市公司

股灾的时候你在想什么

2021-11-28

圈重点^_^两倍

抱歉，原内容已删除

股灾的时候你在想什么

2021-11-08

逆境反转

中概教育股盘前异动拉升，高途涨24%

股灾的时候你在想什么

2021-07-24

$高途(GOTU)$如果从149的顶点开始做空目前的股价能赚多少%（做空有时间成本的）

股灾的时候你在想什么

2021-07-13

睡前洗澡的乐趣没了

B站出现访问故障，股价涨幅收窄

股灾的时候你在想什么

2021-06-24

现实世界里的自由之翼

抱歉，原内容已删除

股灾的时候你在想什么

2021-04-13

$红黄蓝(RYB)$你赶紧退市算了

股灾的时候你在想什么

2020-08-06

立定跳远的时候也是要深蹲一下才能跳得更远

股灾的时候你在想什么

2020-02-14

youtu.be/jtB0ZdXyues好慢啊谁有好用的那啥

股灾的时候你在想什么

2020-02-10

等退市吧孙子！

股灾的时候你在想什么

2020-02-03

意犹未尽

股灾的时候你在想什么

2020-02-03

不是很了解这家公司它除了隐适美还有什么别的产品吗

股灾的时候你在想什么

2019-12-31

404买了点

股灾的时候你在想什么

2019-12-24

每天看盘次数越来越多睡眠越来越差也许是时候把它卖了

股灾的时候你在想什么

2019-09-23

32-35磨个个把月再说吧

去老虎APP查看更多动态

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10:23","market":"us","language":"zh","title":"沃尔玛救了人造肉，Beyond Meat又燃起一束光","url":"https://stock-news.laohu8.com/highlight/detail?id=2577694373","media":"涌流商业","summary":"经历了过山车一样的行情。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b774a464f67f21c8d1a7015e503c9dac\" tg-width=\"1080\" tg-height=\"797\"/></p><p>作者 | 李伟</p><p>上周四，股价收于0.52美元；本周二，股价最高飙升至2.91美元。几乎被投资者遗忘的植物肉第一股<a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a>，过去几天经历了过山车一样的行情，上周五涨24%，周一涨127%，周二涨146%，三个交易日累计暴涨596.15%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b3c09693f9d20bfbbca639dcf2e7ecb\" tg-width=\"560\" tg-height=\"240\"/></p><p>10月21日，Beyond Meat宣布计划将分销渠道拓展至<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>。Beyond汉堡六件装和鸡块将在美国2000家沃尔玛门店销售，公司市值因此飞跃至约15亿美元。</p><p>曾经风头无两的植物肉第一品牌Beyond Meat，在过去数年市值严重缩水，它的股价曾在2019年达到历史高点230多美元，市值高达百亿美元。</p><p>资本市场吹起了一个泡沫，又戳破了它。投资圈里几乎没人在谈论它了，即便是当年做出过天量市场规模预测的分析师。留下Beyond Meat在持续亏损和10亿多美元的债务中挣扎，财务前景岌岌可危。</p><p>持续数年之久的跌宕剧情，裹挟了许多人和事；追随植物肉故事的人们，从躁动兴奋到落寞离场，如今又燃起一束光。</p><p>五年由盛及衰</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77511ca49bcd9ffefdde5ea8e92a4c65\" tg-width=\"1080\" tg-height=\"712\"/></p><p>Beyond Meat自2012年推出第一款产品以来，一直在生产植物性肉类替代品，包括汉堡、香肠、肉丸、肉干。许多消费者尝试过几次后，依旧选择新鲜且便宜的普通肉类。</p><p>Beyond Meat每个季度都在亏损，11.5亿美元的债务将于2027年3月到期。Beyond Meat停止了中国业务，这里曾被视为主要潜在增长市场，这也标志着公司停止全球扩张。</p><p>这家植物肉第一品牌的发展可分为两个阶段，爆发式增长阶段（2016-2021年）和收缩阶段（2022年至今）。</p><p>在第一阶段，由于技术革新、知名投资人背书，公司呈指数级增长，收入在五年内增长了28倍，虽然未能盈利。</p><p>第二阶段，需求疲软，2022年收入比2021年降低了30%，2022年和2023年毛利润都为负数。2024年全年，收入再下降4.9%至3.265亿美元，净亏损从2023年的3.381亿美元收窄至1.603亿美元。</p><p>初生逢时</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/941e1f2c06cef24ace8bbb942ea7fffc\" tg-width=\"1080\" tg-height=\"778\"/></p><p>Beyond Meat由Ethan Brown于2009年创立，2019年5月IPO。</p><p>Brown是华盛顿人，在马里兰州的农场度过一段时间后，逐渐成了素食主义者。在创办公司时，Brown从密苏里大学获得了技术授权，通过从豌豆等来源中提取蛋白质、将其与菜籽油、淀粉、甜菜汁色素等成分混合，制成看起来像真牛肉的产品。</p><p>Beyond Meat的产品代表了行业分界线——它之前，素食汉堡味同嚼蜡；它之后，味道可以让大多数人接受。逐渐地，Beyond Meat从Whole Foods超市走向餐厅、高档酒店（如丽思卡尔顿）。</p><p>知名投资者极力追捧，包括比尔·盖茨、影星<a href=\"https://laohu8.com/S/0ONG.UK\">莱昂纳多</a>·迪卡普里奥、<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>前首席执行官唐·汤普森等。</p><p>来自比尔·盖茨的认可是极好的背书。盖茨本人非常喜欢芝士汉堡，但他担忧畜牧业造成环境负担。于是，他成为许多家植物肉公司的早期投资者。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34e8cfdefe87e0b6cf86edd191f0dc12\" tg-width=\"890\" tg-height=\"501\"/></p><p>2019年5月，Beyond Meat成功IPO，IPO价格为46美元，不到三个月就冲上239美元。同期市场表现唯一可以媲美的公司是<a href=\"https://laohu8.com/S/ZM\">Zoom</a>。投资者押注消费者对植物肉的兴趣会不断上升，公司能与世界各地的连锁餐厅建立合作，潜在市场无限好。</p><p>2019年8月，肯德基与Beyond Meat合作测试植物肉鸡块，后者股价随即上涨至154美元。</p><p>上市两个多月后，Beyond Meat市值达到<a href=\"https://laohu8.com/S/BG\">邦吉</a>Bunge的约1.5倍，后者是全球四大粮商之一，成立于1818年。</p><p>2020年，Beyond Meat将目光投向中国，不仅和<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>、肯德基、必胜客合作，还进入零售市场，在盒马鲜生上架销售。</p><p>当时，把植物肉引入豆腐发明地、美食王国中国，Beyond Meat的决策其实一直有争议。意气风发的管理层没理会，决定在中国建厂。在中国建厂之前，Beyond Meat还在荷兰启动了欧洲首家工厂。</p><p>喧嚣过后</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c217379666012f8f51b1f6f948c8fb05\" tg-width=\"1080\" tg-height=\"727\"/></p><p>2019年至2021年，Beyond Meat销售额增长了56%，达到4.65亿美元，但同时成本和债务增长得更快。</p><p>同期，与研发相关的费用增加了两倍多，资本支出增加了五倍多。2021年1月，公司签署了一份价值超过1.5亿美元的12年租约，要建造面积约为旧园区100倍的新园区。</p><p>2016年至2021 年底，公司全职员工和合同工规模膨胀了约10倍。加之在荷兰和中国的工厂投入，公司的亏损从1200万美元扩大至1.82亿美元。</p><p>一些细微的问题，加剧了经营压力。比如Beyond Meat向欧洲扩张时，汉堡和香肠很容易变质，因为欧洲冰柜的温度设定比美国高，致使大量浪费。某些产品报废率甚至占销售额的20%-35%。</p><p>植物肉树大招风，反对者组织在电视、报纸上刊登整版广告来质问，“植物肉里藏着什么？”，质疑植物肉盐、糖、添加剂、防腐剂、人造香料含量过高，比牛肉和猪肉更不健康。</p><p>2022年秋，Beyond Meat搬入洛杉矶占地30万平方英尺的新园区时，已经开始裁员、19%的员工离开。</p><p>2021年3月，Beyond Meat曾发行了价值10亿美元的可转换高级债券。公司的财务状况，几乎无法全额偿还债务。截至2024年12月31日，公司拥有现金和现金等价物1.456亿美元，未偿债务总额超11亿美元，2027年3月到期。</p><p>在沃尔玛宣布这一消息之前，Beyond Meat最近还披露了一项债务互换协议，以减少公司债务，但稀释了股票数量。</p></body></html>","source":"lsy1670243073133","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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沃尔玛救了人造肉，Beyond Meat又燃起一束光\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-22 10:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022194309973c895f&s=b><strong>涌流商业</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 李伟上周四，股价收于0.52美元；本周二，股价最高飙升至2.91美元。几乎被投资者遗忘的植物肉第一股Beyond Meat，过去几天经历了过山车一样的行情，上周五涨24%，周一涨127%，周二涨146%，三个交易日累计暴涨596.15%。10月21日，Beyond Meat宣布计划将分销渠道拓展至沃尔玛。Beyond汉堡六件装和鸡块将在美国2000家沃尔玛门店销售，公司市值因此飞跃至约...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022194309973c895f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b774a464f67f21c8d1a7015e503c9dac","relate_stocks":{"BYND":"Beyond Meat, Inc."},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022194309973c895f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2577694373","content_text":"作者 | 李伟上周四，股价收于0.52美元；本周二，股价最高飙升至2.91美元。几乎被投资者遗忘的植物肉第一股Beyond Meat，过去几天经历了过山车一样的行情，上周五涨24%，周一涨127%，周二涨146%，三个交易日累计暴涨596.15%。10月21日，Beyond Meat宣布计划将分销渠道拓展至沃尔玛。Beyond汉堡六件装和鸡块将在美国2000家沃尔玛门店销售，公司市值因此飞跃至约15亿美元。曾经风头无两的植物肉第一品牌Beyond Meat，在过去数年市值严重缩水，它的股价曾在2019年达到历史高点230多美元，市值高达百亿美元。资本市场吹起了一个泡沫，又戳破了它。投资圈里几乎没人在谈论它了，即便是当年做出过天量市场规模预测的分析师。留下Beyond Meat在持续亏损和10亿多美元的债务中挣扎，财务前景岌岌可危。持续数年之久的跌宕剧情，裹挟了许多人和事；追随植物肉故事的人们，从躁动兴奋到落寞离场，如今又燃起一束光。五年由盛及衰Beyond Meat自2012年推出第一款产品以来，一直在生产植物性肉类替代品，包括汉堡、香肠、肉丸、肉干。许多消费者尝试过几次后，依旧选择新鲜且便宜的普通肉类。Beyond Meat每个季度都在亏损，11.5亿美元的债务将于2027年3月到期。Beyond Meat停止了中国业务，这里曾被视为主要潜在增长市场，这也标志着公司停止全球扩张。这家植物肉第一品牌的发展可分为两个阶段，爆发式增长阶段（2016-2021年）和收缩阶段（2022年至今）。在第一阶段，由于技术革新、知名投资人背书，公司呈指数级增长，收入在五年内增长了28倍，虽然未能盈利。第二阶段，需求疲软，2022年收入比2021年降低了30%，2022年和2023年毛利润都为负数。2024年全年，收入再下降4.9%至3.265亿美元，净亏损从2023年的3.381亿美元收窄至1.603亿美元。初生逢时Beyond Meat由Ethan Brown于2009年创立，2019年5月IPO。Brown是华盛顿人，在马里兰州的农场度过一段时间后，逐渐成了素食主义者。在创办公司时，Brown从密苏里大学获得了技术授权，通过从豌豆等来源中提取蛋白质、将其与菜籽油、淀粉、甜菜汁色素等成分混合，制成看起来像真牛肉的产品。Beyond Meat的产品代表了行业分界线——它之前，素食汉堡味同嚼蜡；它之后，味道可以让大多数人接受。逐渐地，Beyond Meat从Whole Foods超市走向餐厅、高档酒店（如丽思卡尔顿）。知名投资者极力追捧，包括比尔·盖茨、影星莱昂纳多·迪卡普里奥、麦当劳前首席执行官唐·汤普森等。来自比尔·盖茨的认可是极好的背书。盖茨本人非常喜欢芝士汉堡，但他担忧畜牧业造成环境负担。于是，他成为许多家植物肉公司的早期投资者。2019年5月，Beyond Meat成功IPO，IPO价格为46美元，不到三个月就冲上239美元。同期市场表现唯一可以媲美的公司是Zoom。投资者押注消费者对植物肉的兴趣会不断上升，公司能与世界各地的连锁餐厅建立合作，潜在市场无限好。2019年8月，肯德基与Beyond Meat合作测试植物肉鸡块，后者股价随即上涨至154美元。上市两个多月后，Beyond Meat市值达到邦吉Bunge的约1.5倍，后者是全球四大粮商之一，成立于1818年。2020年，Beyond Meat将目光投向中国，不仅和星巴克、肯德基、必胜客合作，还进入零售市场，在盒马鲜生上架销售。当时，把植物肉引入豆腐发明地、美食王国中国，Beyond Meat的决策其实一直有争议。意气风发的管理层没理会，决定在中国建厂。在中国建厂之前，Beyond Meat还在荷兰启动了欧洲首家工厂。喧嚣过后2019年至2021年，Beyond Meat销售额增长了56%，达到4.65亿美元，但同时成本和债务增长得更快。同期，与研发相关的费用增加了两倍多，资本支出增加了五倍多。2021年1月，公司签署了一份价值超过1.5亿美元的12年租约，要建造面积约为旧园区100倍的新园区。2016年至2021 年底，公司全职员工和合同工规模膨胀了约10倍。加之在荷兰和中国的工厂投入，公司的亏损从1200万美元扩大至1.82亿美元。一些细微的问题，加剧了经营压力。比如Beyond Meat向欧洲扩张时，汉堡和香肠很容易变质，因为欧洲冰柜的温度设定比美国高，致使大量浪费。某些产品报废率甚至占销售额的20%-35%。植物肉树大招风，反对者组织在电视、报纸上刊登整版广告来质问，“植物肉里藏着什么？”，质疑植物肉盐、糖、添加剂、防腐剂、人造香料含量过高，比牛肉和猪肉更不健康。2022年秋，Beyond Meat搬入洛杉矶占地30万平方英尺的新园区时，已经开始裁员、19%的员工离开。2021年3月，Beyond 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19:34","market":"sh","language":"zh","title":"“中植系”掌门人解直锟离世，旗下多家A股上市公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1153763839","media":"腾讯一线","summary":"解直锟，1961年生人，中国改革开放的第一代企业家，于1995年创立中植集团。","content":"<p>记者&nbsp;李思谊</p>\n<p>腾讯新闻《一线》从多个消息源获悉，中植系实控人、毛阿敏丈夫解直锟于12月18日离世，享年60岁。</p>\n<p>一位消息人士表示，突然离世是由于12月17日晚间的心脏病突发导致。</p>\n<p>另一位消息人士表示，解直锟16日还在处理日常工作，但近期的身体状况确实不太好。</p>\n<p>资料显示，解直锟原名解植坤，1961年1月出生于黑龙江省，现任中植企业集团首席执行官，同时担任北京大学、复旦大学和南开大学的校董。</p>\n<p>他所创立的中植系是中国最大的金融财团之一，资产规模达上万亿。</p>\n<p>Wind统计显示，解直锟控制的上市公司有<a href=\"https://laohu8.com/S/002012\">凯恩股份</a>、<a href=\"https://laohu8.com/S/002621\">美吉姆</a>、<a href=\"https://laohu8.com/S/600107\">美尔雅</a>、<a href=\"https://laohu8.com/S/002289\">宇顺电子</a>、<a href=\"https://laohu8.com/S/002207\">准油股份</a>、<a href=\"https://laohu8.com/S/002418\">康盛股份</a>、<a href=\"https://laohu8.com/S/002622\">融钰集团</a>，今年下半年还拿下<a href=\"https://laohu8.com/S/300313\">ST天山</a>的控制权。</p>","source":"TXYX","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>“中植系”掌门人解直锟离世，旗下多家A股上市公司</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; 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}\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“中植系”掌门人解直锟离世，旗下多家A股上市公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 19:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/omn/20211218/20211218A084LH00.html><strong>腾讯一线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者 李思谊\n腾讯新闻《一线》从多个消息源获悉，中植系实控人、毛阿敏丈夫解直锟于12月18日离世，享年60岁。\n一位消息人士表示，突然离世是由于12月17日晚间的心脏病突发导致。\n另一位消息人士表示，解直锟16日还在处理日常工作，但近期的身体状况确实不太好。\n资料显示，解直锟原名解植坤，1961年1月出生于黑龙江省，现任中植企业集团首席执行官，同时担任北京大学、复旦大学和南开大学的校董。\n他所创立...</p>\n\n<a href=\"https://new.qq.com/omn/20211218/20211218A084LH00.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3120daff1f137eb591d0c6b2dac66676","relate_stocks":{"300313":"*ST天山","600107":"ST尔雅","002621":"*ST美吉","002622":"皓宸医疗","002418":"康盛股份","002207":"准油股份","002289":"*ST宇顺","002012":"凯恩股份"},"source_url":"https://new.qq.com/omn/20211218/20211218A084LH00.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153763839","content_text":"记者 李思谊\n腾讯新闻《一线》从多个消息源获悉，中植系实控人、毛阿敏丈夫解直锟于12月18日离世，享年60岁。\n一位消息人士表示，突然离世是由于12月17日晚间的心脏病突发导致。\n另一位消息人士表示，解直锟16日还在处理日常工作，但近期的身体状况确实不太好。\n资料显示，解直锟原名解植坤，1961年1月出生于黑龙江省，现任中植企业集团首席执行官，同时担任北京大学、复旦大学和南开大学的校董。\n他所创立的中植系是中国最大的金融财团之一，资产规模达上万亿。\nWind统计显示，解直锟控制的上市公司有凯恩股份、美吉姆、美尔雅、宇顺电子、准油股份、康盛股份、融钰集团，今年下半年还拿下ST天山的控制权。","news_type":1,"symbols_score_info":{"300313":0.9,"600107":0.9,"002207":0.9,"002012":0.9,"002418":0.9,"002622":0.9,"002621":0.9,"002289":0.9}},"isVote":1,"tweetType":1,"viewCount":4782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600359555,"gmtCreate":1638072430006,"gmtModify":1638072430006,"author":{"id":"3436434420840519","authorId":"3436434420840519","name":"股灾的时候你在想什么","avatar":"https://static.tigerbbs.com/857d0498e5e567cae4a87f6834ba5178","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3436434420840519","idStr":"3436434420840519"},"themes":[],"htmlText":"圈重点^_^两倍","listText":"圈重点^_^两倍","text":"圈重点^_^两倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/600359555","repostId":"1120184060","repostType":2,"isVote":1,"tweetType":1,"viewCount":5522,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093822616987430","authorId":"4093822616987430","name":"混迹丛林","avatar":"https://static.tigerbbs.com/6bc2d36c25aeb7a432dd6ce4e972cfd3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4093822616987430","idStr":"4093822616987430"},"content":"非法能超过合法的两倍，看来信誉度比官家强，看来诚信乃立身处世之本这老话诚不欺我","text":"非法能超过合法的两倍，看来信誉度比官家强，看来诚信乃立身处世之本这老话诚不欺我","html":"非法能超过合法的两倍，看来信誉度比官家强，看来诚信乃立身处世之本这老话诚不欺我"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845760659,"gmtCreate":1636369116611,"gmtModify":1636369116611,"author":{"id":"3436434420840519","authorId":"3436434420840519","name":"股灾的时候你在想什么","avatar":"https://static.tigerbbs.com/857d0498e5e567cae4a87f6834ba5178","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3436434420840519","idStr":"3436434420840519"},"themes":[],"htmlText":"逆境反转","listText":"逆境反转","text":"逆境反转","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/845760659","repostId":"1158353498","repostType":4,"repost":{"id":"1158353498","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":1636368990,"share":"https://www.laohu8.com/m/news/1158353498?lang=zh_CN&edition=full","pubTime":"2021-11-08 18:56","market":"us","language":"zh","title":"中概教育股盘前异动拉升，高途涨24%","url":"https://stock-news.laohu8.com/highlight/detail?id=1158353498","media":"老虎资讯综合","summary":"中概教育股盘前异动拉升，高途涨24%，新东方涨22%，好未来涨15%。","content":"<p>中概教育股盘前异动拉升，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨24%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨22%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨15%。</p>\n<p><img src=\"https://static.tigerbbs.com/9698c20fd43c450cdc24ba1d1bd6f7cc\" tg-width=\"850\" tg-height=\"621\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/440beae2bf86339307b9ce796d3bb7ad\" tg-width=\"850\" tg-height=\"616\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/95b55cef8dfd38a974aac330fa062057\" tg-width=\"850\" tg-height=\"622\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中概教育股盘前异动拉升，高途涨24%</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{ 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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\">2021-11-08 18:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>中概教育股盘前异动拉升，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨24%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨22%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨15%。</p>\n<p><img src=\"https://static.tigerbbs.com/9698c20fd43c450cdc24ba1d1bd6f7cc\" tg-width=\"850\" tg-height=\"621\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/440beae2bf86339307b9ce796d3bb7ad\" tg-width=\"850\" tg-height=\"616\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/95b55cef8dfd38a974aac330fa062057\" tg-width=\"850\" tg-height=\"622\" width=\"100%\" 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href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>如果从149的顶点开始做空 目前的股价能赚多少%（做空有时间成本的）","listText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>如果从149的顶点开始做空 目前的股价能赚多少%（做空有时间成本的）","text":"$高途(GOTU)$如果从149的顶点开始做空 目前的股价能赚多少%（做空有时间成本的）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174880935","isVote":1,"tweetType":1,"viewCount":4808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145335654,"gmtCreate":1626189265878,"gmtModify":1626189265878,"author":{"id":"3436434420840519","authorId":"3436434420840519","name":"股灾的时候你在想什么","avatar":"https://static.tigerbbs.com/857d0498e5e567cae4a87f6834ba5178","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3436434420840519","idStr":"3436434420840519"},"themes":[],"htmlText":"睡前洗澡的乐趣没了","listText":"睡前洗澡的乐趣没了","text":"睡前洗澡的乐趣没了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145335654","repostId":"1188731119","repostType":4,"repost":{"id":"1188731119","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":1626189096,"share":"https://www.laohu8.com/m/news/1188731119?lang=zh_CN&edition=full","pubTime":"2021-07-13 23:11","market":"hk","language":"zh","title":"B站出现访问故障，股价涨幅收窄","url":"https://stock-news.laohu8.com/highlight/detail?id=1188731119","media":"老虎资讯综合","summary":"周二，B站出现访问故障，疑似出现服务器宕机事故。哔哩哔哩股价短线走低，涨幅收窄至3%，此前一度涨约5%。据悉B站主站、App 以及小程序都无法使用。目前“b 站崩了”话题已登上微博热搜。从网友反馈来看","content":"<p>周二，B站出现访问故障，疑似出现服务器宕机事故。<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>股价短线走低，涨幅收窄至3%，此前一度涨约5%。据悉B站主站、App 以及小程序都无法使用。目前“b 站崩了”话题已登上微博热搜。从网友反馈来看，该问题出现的范围较大，国内国外都有受影响用户反馈。</p>\n<p><img src=\"https://static.tigerbbs.com/83cd4cc6835de30899d483e3c6709f27\" tg-width=\"1730\" tg-height=\"1044\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/9ddd44f5f37a0c4e5cfbf26e4ed5b5fb\" tg-width=\"1080\" tg-height=\"1724\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/9b5bd37e1ed66bebf496c6e19004b95d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">2021-07-13 23:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周二，B站出现访问故障，疑似出现服务器宕机事故。<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>股价短线走低，涨幅收窄至3%，此前一度涨约5%。据悉B站主站、App 以及小程序都无法使用。目前“b 站崩了”话题已登上微博热搜。从网友反馈来看，该问题出现的范围较大，国内国外都有受影响用户反馈。</p>\n<p><img src=\"https://static.tigerbbs.com/83cd4cc6835de30899d483e3c6709f27\" tg-width=\"1730\" tg-height=\"1044\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/9ddd44f5f37a0c4e5cfbf26e4ed5b5fb\" tg-width=\"1080\" tg-height=\"1724\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/9b5bd37e1ed66bebf496c6e19004b95d\" tg-width=\"840\" tg-height=\"470\" 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10:23","market":"us","language":"zh","title":"沃尔玛救了人造肉，Beyond Meat又燃起一束光","url":"https://stock-news.laohu8.com/highlight/detail?id=2577694373","media":"涌流商业","summary":"经历了过山车一样的行情。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b774a464f67f21c8d1a7015e503c9dac\" tg-width=\"1080\" tg-height=\"797\"/></p><p>作者 | 李伟</p><p>上周四，股价收于0.52美元；本周二，股价最高飙升至2.91美元。几乎被投资者遗忘的植物肉第一股<a href=\"https://laohu8.com/S/BYND\">Beyond Meat</a>，过去几天经历了过山车一样的行情，上周五涨24%，周一涨127%，周二涨146%，三个交易日累计暴涨596.15%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b3c09693f9d20bfbbca639dcf2e7ecb\" tg-width=\"560\" tg-height=\"240\"/></p><p>10月21日，Beyond Meat宣布计划将分销渠道拓展至<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>。Beyond汉堡六件装和鸡块将在美国2000家沃尔玛门店销售，公司市值因此飞跃至约15亿美元。</p><p>曾经风头无两的植物肉第一品牌Beyond Meat，在过去数年市值严重缩水，它的股价曾在2019年达到历史高点230多美元，市值高达百亿美元。</p><p>资本市场吹起了一个泡沫，又戳破了它。投资圈里几乎没人在谈论它了，即便是当年做出过天量市场规模预测的分析师。留下Beyond Meat在持续亏损和10亿多美元的债务中挣扎，财务前景岌岌可危。</p><p>持续数年之久的跌宕剧情，裹挟了许多人和事；追随植物肉故事的人们，从躁动兴奋到落寞离场，如今又燃起一束光。</p><p>五年由盛及衰</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77511ca49bcd9ffefdde5ea8e92a4c65\" tg-width=\"1080\" tg-height=\"712\"/></p><p>Beyond Meat自2012年推出第一款产品以来，一直在生产植物性肉类替代品，包括汉堡、香肠、肉丸、肉干。许多消费者尝试过几次后，依旧选择新鲜且便宜的普通肉类。</p><p>Beyond Meat每个季度都在亏损，11.5亿美元的债务将于2027年3月到期。Beyond Meat停止了中国业务，这里曾被视为主要潜在增长市场，这也标志着公司停止全球扩张。</p><p>这家植物肉第一品牌的发展可分为两个阶段，爆发式增长阶段（2016-2021年）和收缩阶段（2022年至今）。</p><p>在第一阶段，由于技术革新、知名投资人背书，公司呈指数级增长，收入在五年内增长了28倍，虽然未能盈利。</p><p>第二阶段，需求疲软，2022年收入比2021年降低了30%，2022年和2023年毛利润都为负数。2024年全年，收入再下降4.9%至3.265亿美元，净亏损从2023年的3.381亿美元收窄至1.603亿美元。</p><p>初生逢时</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/941e1f2c06cef24ace8bbb942ea7fffc\" tg-width=\"1080\" tg-height=\"778\"/></p><p>Beyond Meat由Ethan Brown于2009年创立，2019年5月IPO。</p><p>Brown是华盛顿人，在马里兰州的农场度过一段时间后，逐渐成了素食主义者。在创办公司时，Brown从密苏里大学获得了技术授权，通过从豌豆等来源中提取蛋白质、将其与菜籽油、淀粉、甜菜汁色素等成分混合，制成看起来像真牛肉的产品。</p><p>Beyond Meat的产品代表了行业分界线——它之前，素食汉堡味同嚼蜡；它之后，味道可以让大多数人接受。逐渐地，Beyond Meat从Whole Foods超市走向餐厅、高档酒店（如丽思卡尔顿）。</p><p>知名投资者极力追捧，包括比尔·盖茨、影星<a href=\"https://laohu8.com/S/0ONG.UK\">莱昂纳多</a>·迪卡普里奥、<a href=\"https://laohu8.com/S/MCD\">麦当劳</a>前首席执行官唐·汤普森等。</p><p>来自比尔·盖茨的认可是极好的背书。盖茨本人非常喜欢芝士汉堡，但他担忧畜牧业造成环境负担。于是，他成为许多家植物肉公司的早期投资者。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34e8cfdefe87e0b6cf86edd191f0dc12\" tg-width=\"890\" tg-height=\"501\"/></p><p>2019年5月，Beyond Meat成功IPO，IPO价格为46美元，不到三个月就冲上239美元。同期市场表现唯一可以媲美的公司是<a href=\"https://laohu8.com/S/ZM\">Zoom</a>。投资者押注消费者对植物肉的兴趣会不断上升，公司能与世界各地的连锁餐厅建立合作，潜在市场无限好。</p><p>2019年8月，肯德基与Beyond Meat合作测试植物肉鸡块，后者股价随即上涨至154美元。</p><p>上市两个多月后，Beyond Meat市值达到<a href=\"https://laohu8.com/S/BG\">邦吉</a>Bunge的约1.5倍，后者是全球四大粮商之一，成立于1818年。</p><p>2020年，Beyond Meat将目光投向中国，不仅和<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>、肯德基、必胜客合作，还进入零售市场，在盒马鲜生上架销售。</p><p>当时，把植物肉引入豆腐发明地、美食王国中国，Beyond Meat的决策其实一直有争议。意气风发的管理层没理会，决定在中国建厂。在中国建厂之前，Beyond Meat还在荷兰启动了欧洲首家工厂。</p><p>喧嚣过后</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c217379666012f8f51b1f6f948c8fb05\" tg-width=\"1080\" tg-height=\"727\"/></p><p>2019年至2021年，Beyond Meat销售额增长了56%，达到4.65亿美元，但同时成本和债务增长得更快。</p><p>同期，与研发相关的费用增加了两倍多，资本支出增加了五倍多。2021年1月，公司签署了一份价值超过1.5亿美元的12年租约，要建造面积约为旧园区100倍的新园区。</p><p>2016年至2021 年底，公司全职员工和合同工规模膨胀了约10倍。加之在荷兰和中国的工厂投入，公司的亏损从1200万美元扩大至1.82亿美元。</p><p>一些细微的问题，加剧了经营压力。比如Beyond Meat向欧洲扩张时，汉堡和香肠很容易变质，因为欧洲冰柜的温度设定比美国高，致使大量浪费。某些产品报废率甚至占销售额的20%-35%。</p><p>植物肉树大招风，反对者组织在电视、报纸上刊登整版广告来质问，“植物肉里藏着什么？”，质疑植物肉盐、糖、添加剂、防腐剂、人造香料含量过高，比牛肉和猪肉更不健康。</p><p>2022年秋，Beyond Meat搬入洛杉矶占地30万平方英尺的新园区时，已经开始裁员、19%的员工离开。</p><p>2021年3月，Beyond Meat曾发行了价值10亿美元的可转换高级债券。公司的财务状况，几乎无法全额偿还债务。截至2024年12月31日，公司拥有现金和现金等价物1.456亿美元，未偿债务总额超11亿美元，2027年3月到期。</p><p>在沃尔玛宣布这一消息之前，Beyond Meat最近还披露了一项债务互换协议，以减少公司债务，但稀释了股票数量。</p></body></html>","source":"lsy1670243073133","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>沃尔玛救了人造肉，Beyond Meat又燃起一束光</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; 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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沃尔玛救了人造肉，Beyond Meat又燃起一束光\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-22 10:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022194309973c895f&s=b><strong>涌流商业</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 李伟上周四，股价收于0.52美元；本周二，股价最高飙升至2.91美元。几乎被投资者遗忘的植物肉第一股Beyond Meat，过去几天经历了过山车一样的行情，上周五涨24%，周一涨127%，周二涨146%，三个交易日累计暴涨596.15%。10月21日，Beyond Meat宣布计划将分销渠道拓展至沃尔玛。Beyond汉堡六件装和鸡块将在美国2000家沃尔玛门店销售，公司市值因此飞跃至约...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022194309973c895f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b774a464f67f21c8d1a7015e503c9dac","relate_stocks":{"BYND":"Beyond Meat, Inc."},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251022194309973c895f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2577694373","content_text":"作者 | 李伟上周四，股价收于0.52美元；本周二，股价最高飙升至2.91美元。几乎被投资者遗忘的植物肉第一股Beyond Meat，过去几天经历了过山车一样的行情，上周五涨24%，周一涨127%，周二涨146%，三个交易日累计暴涨596.15%。10月21日，Beyond Meat宣布计划将分销渠道拓展至沃尔玛。Beyond汉堡六件装和鸡块将在美国2000家沃尔玛门店销售，公司市值因此飞跃至约15亿美元。曾经风头无两的植物肉第一品牌Beyond Meat，在过去数年市值严重缩水，它的股价曾在2019年达到历史高点230多美元，市值高达百亿美元。资本市场吹起了一个泡沫，又戳破了它。投资圈里几乎没人在谈论它了，即便是当年做出过天量市场规模预测的分析师。留下Beyond Meat在持续亏损和10亿多美元的债务中挣扎，财务前景岌岌可危。持续数年之久的跌宕剧情，裹挟了许多人和事；追随植物肉故事的人们，从躁动兴奋到落寞离场，如今又燃起一束光。五年由盛及衰Beyond Meat自2012年推出第一款产品以来，一直在生产植物性肉类替代品，包括汉堡、香肠、肉丸、肉干。许多消费者尝试过几次后，依旧选择新鲜且便宜的普通肉类。Beyond Meat每个季度都在亏损，11.5亿美元的债务将于2027年3月到期。Beyond Meat停止了中国业务，这里曾被视为主要潜在增长市场，这也标志着公司停止全球扩张。这家植物肉第一品牌的发展可分为两个阶段，爆发式增长阶段（2016-2021年）和收缩阶段（2022年至今）。在第一阶段，由于技术革新、知名投资人背书，公司呈指数级增长，收入在五年内增长了28倍，虽然未能盈利。第二阶段，需求疲软，2022年收入比2021年降低了30%，2022年和2023年毛利润都为负数。2024年全年，收入再下降4.9%至3.265亿美元，净亏损从2023年的3.381亿美元收窄至1.603亿美元。初生逢时Beyond Meat由Ethan Brown于2009年创立，2019年5月IPO。Brown是华盛顿人，在马里兰州的农场度过一段时间后，逐渐成了素食主义者。在创办公司时，Brown从密苏里大学获得了技术授权，通过从豌豆等来源中提取蛋白质、将其与菜籽油、淀粉、甜菜汁色素等成分混合，制成看起来像真牛肉的产品。Beyond Meat的产品代表了行业分界线——它之前，素食汉堡味同嚼蜡；它之后，味道可以让大多数人接受。逐渐地，Beyond Meat从Whole Foods超市走向餐厅、高档酒店（如丽思卡尔顿）。知名投资者极力追捧，包括比尔·盖茨、影星莱昂纳多·迪卡普里奥、麦当劳前首席执行官唐·汤普森等。来自比尔·盖茨的认可是极好的背书。盖茨本人非常喜欢芝士汉堡，但他担忧畜牧业造成环境负担。于是，他成为许多家植物肉公司的早期投资者。2019年5月，Beyond Meat成功IPO，IPO价格为46美元，不到三个月就冲上239美元。同期市场表现唯一可以媲美的公司是Zoom。投资者押注消费者对植物肉的兴趣会不断上升，公司能与世界各地的连锁餐厅建立合作，潜在市场无限好。2019年8月，肯德基与Beyond Meat合作测试植物肉鸡块，后者股价随即上涨至154美元。上市两个多月后，Beyond Meat市值达到邦吉Bunge的约1.5倍，后者是全球四大粮商之一，成立于1818年。2020年，Beyond Meat将目光投向中国，不仅和星巴克、肯德基、必胜客合作，还进入零售市场，在盒马鲜生上架销售。当时，把植物肉引入豆腐发明地、美食王国中国，Beyond Meat的决策其实一直有争议。意气风发的管理层没理会，决定在中国建厂。在中国建厂之前，Beyond Meat还在荷兰启动了欧洲首家工厂。喧嚣过后2019年至2021年，Beyond Meat销售额增长了56%，达到4.65亿美元，但同时成本和债务增长得更快。同期，与研发相关的费用增加了两倍多，资本支出增加了五倍多。2021年1月，公司签署了一份价值超过1.5亿美元的12年租约，要建造面积约为旧园区100倍的新园区。2016年至2021 年底，公司全职员工和合同工规模膨胀了约10倍。加之在荷兰和中国的工厂投入，公司的亏损从1200万美元扩大至1.82亿美元。一些细微的问题，加剧了经营压力。比如Beyond Meat向欧洲扩张时，汉堡和香肠很容易变质，因为欧洲冰柜的温度设定比美国高，致使大量浪费。某些产品报废率甚至占销售额的20%-35%。植物肉树大招风，反对者组织在电视、报纸上刊登整版广告来质问，“植物肉里藏着什么？”，质疑植物肉盐、糖、添加剂、防腐剂、人造香料含量过高，比牛肉和猪肉更不健康。2022年秋，Beyond Meat搬入洛杉矶占地30万平方英尺的新园区时，已经开始裁员、19%的员工离开。2021年3月，Beyond Meat曾发行了价值10亿美元的可转换高级债券。公司的财务状况，几乎无法全额偿还债务。截至2024年12月31日，公司拥有现金和现金等价物1.456亿美元，未偿债务总额超11亿美元，2027年3月到期。在沃尔玛宣布这一消息之前，Beyond 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23:11","market":"hk","language":"zh","title":"B站出现访问故障，股价涨幅收窄","url":"https://stock-news.laohu8.com/highlight/detail?id=1188731119","media":"老虎资讯综合","summary":"周二，B站出现访问故障，疑似出现服务器宕机事故。哔哩哔哩股价短线走低，涨幅收窄至3%，此前一度涨约5%。据悉B站主站、App 以及小程序都无法使用。目前“b 站崩了”话题已登上微博热搜。从网友反馈来看","content":"<p>周二，B站出现访问故障，疑似出现服务器宕机事故。<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>股价短线走低，涨幅收窄至3%，此前一度涨约5%。据悉B站主站、App 以及小程序都无法使用。目前“b 站崩了”话题已登上微博热搜。从网友反馈来看，该问题出现的范围较大，国内国外都有受影响用户反馈。</p>\n<p><img src=\"https://static.tigerbbs.com/83cd4cc6835de30899d483e3c6709f27\" tg-width=\"1730\" tg-height=\"1044\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/9ddd44f5f37a0c4e5cfbf26e4ed5b5fb\" tg-width=\"1080\" tg-height=\"1724\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/9b5bd37e1ed66bebf496c6e19004b95d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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站崩了”话题已登上微博热搜。从网友反馈来看，该问题出现的范围较大，国内国外都有受影响用户反馈。","news_type":1,"symbols_score_info":{"BILI":0.9,"09626":0.9}},"isVote":1,"tweetType":1,"viewCount":3943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383725640090016,"gmtCreate":1734724299073,"gmtModify":1734726597895,"author":{"id":"3436434420840519","authorId":"3436434420840519","name":"股灾的时候你在想什么","avatar":"https://static.tigerbbs.com/857d0498e5e567cae4a87f6834ba5178","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3436434420840519","idStr":"3436434420840519"},"themes":[],"htmlText":"第一次玩这个哦 虽说是模拟盘 <a href=\"https://laohu8.com/OPT/TSLA 20241220 407.5 PUT\">$TSLA 20241220 407.5 PUT$</a>&nbsp;","listText":"第一次玩这个哦 虽说是模拟盘 <a href=\"https://laohu8.com/OPT/TSLA 20241220 407.5 PUT\">$TSLA 20241220 407.5 PUT$</a>&nbsp;","text":"第一次玩这个哦 虽说是模拟盘 $TSLA 20241220 407.5 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