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笨孩破孩
2023-03-19
感谢分享
抱歉，原内容已删除
笨孩破孩
2023-03-19
感谢分享
抱歉，原内容已删除
笨孩破孩
2023-03-15
感谢分享
@格隆汇:钢结构行业核心受益者，百甲科技正式登陆北交所
笨孩破孩
2023-02-18
看一些经济学方面比较入门的书籍，牛奶可乐经济学，小狗钱钱等，聪明的投资者。
笨孩破孩
2023-01-04
$美丽田园医疗健康(02373)$
大涨翻倍！
笨孩破孩
2019-09-10
$菲利普莫里斯(PM)$
成了古董了
去老虎APP查看更多动态
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而从大的结构类型来看，相比于砖、石、木、混凝土等传统材料，钢材的轻、强、受力均匀、可循环等优点使其在现代建筑中有着越来越广泛的用途。2022年3 月，住建部印发《“十四五”建筑业发展规划》，强调“积极推进高品质钢结构住宅建设,鼓励学校、医院等公共建筑优先采用钢结构”。 但相较于发达国家，我国的钢结构渗透率仍然偏低。据悉，2020年我国钢结构产量占粗钢产量7.6%，远低于日本的20%以及美国的50%。行业渗透率长期提升的趋势给整个产业链带来了一次绝佳的发展机会。 3月14日，就有一家身处该产业链核心位置的公司将正式登陆北交所，它就是百甲科技。 一、钢结构景气度上升趋势确立，优质厂商受益于行业集中度提升 遵循自上而下的分析方法，行业未来格局演变是后续推论的起点，有必要更深层次地阐述清楚钢结构行业景气度演绎的过程。 首先要明确的是，建筑行业作为碳排放大户，在双碳战略的指引下，必须要朝着节能减排的方向进行产业转型升级。而相较于传统建筑模式，装配式建筑能够实现40%以上的碳排放总量降低，这也是其在近年成为行业发展主线的原因之一。 通过结构件的预制、预装实现建筑主体的快速安装，装配式建筑得以实现类似“搭积木”的方式完成日常生产、制造、安装，标准化思想贯穿了全产业链，进而达到降本增效的目的，这也符合近年来建筑工业化的发展大势。 而钢结构天然的高度工业化，恰恰符合装配式建筑发展所需的基础条件。反过来，装配式建筑的推广和发展也带动了钢结构行业的渗透率提升。 回到钢结构行业本身，其具备明显的“大行业，小公司”特征。据悉，2021年我国钢结构行业前五大厂商的产量占比共计仅64%，超过2000家中小企业是当前行业内的主流。 但行业格局正在悄然变化。 一方面，重型钢结构、空间","listText":"建筑业作为实体经济的重要组成部分，能否实现持续高质量发展，促使我国从“建造大国”迈向“建造强国”，成为了当下经济转型的焦点。 而从大的结构类型来看，相比于砖、石、木、混凝土等传统材料，钢材的轻、强、受力均匀、可循环等优点使其在现代建筑中有着越来越广泛的用途。2022年3 月，住建部印发《“十四五”建筑业发展规划》，强调“积极推进高品质钢结构住宅建设,鼓励学校、医院等公共建筑优先采用钢结构”。 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成了古董了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/930357476","isVote":1,"tweetType":1,"viewCount":1876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":930357476,"gmtCreate":1568064582395,"gmtModify":1704717165292,"author":{"id":"3473475347848614","authorId":"3473475347848614","name":"笨孩破孩","avatar":"https://static.tigerbbs.com/361731739b025dcf1279855f19e9f80a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PM\">$菲利普莫里斯(PM)$</a> 成了古董了","listText":"<a href=\"https://laohu8.com/S/PM\">$菲利普莫里斯(PM)$</a> 成了古董了","text":"$菲利普莫里斯(PM)$ 成了古董了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/930357476","isVote":1,"tweetType":1,"viewCount":1876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650665519,"gmtCreate":1679182127431,"gmtModify":1679182128764,"author":{"id":"3473475347848614","authorId":"3473475347848614","name":"笨孩破孩","avatar":"https://static.tigerbbs.com/361731739b025dcf1279855f19e9f80a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"感谢分享","listText":"感谢分享","text":"感谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650665519","repostId":"2319190871","repostType":2,"repost":{"id":"2319190871","pubTimestamp":1678921399,"share":"https://www.laohu8.com/m/news/2319190871?lang=&edition=full","pubTime":"2023-03-16 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4209":"餐馆","DPZ":"达美乐比萨","01405":"达势股份","BK4532":"文艺复兴科技持仓","BK4524":"宅经济概念","BK4585":"ETF&股票定投概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230316071027826b72c0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2319190871","content_text":"达势股份/达美乐比萨申请通过香港IPO发行1280万股股票，发行价指导区间为每股46-55港元，预计3月28日开始交易。","news_type":1},"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650665225,"gmtCreate":1679182112368,"gmtModify":1679182115079,"author":{"id":"3473475347848614","authorId":"3473475347848614","name":"笨孩破孩","avatar":"https://static.tigerbbs.com/361731739b025dcf1279855f19e9f80a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"感谢分享","listText":"感谢分享","text":"感谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650665225","repostId":"2319846823","repostType":2,"repost":{"id":"2319846823","pubTimestamp":1678949706,"share":"https://www.laohu8.com/m/news/2319846823?lang=&edition=full","pubTime":"2023-03-16 14:55","market":"us","language":"zh","title":"达美乐中国经营商启动招股 预计3月28日登陆港股","url":"https://stock-news.laohu8.com/highlight/detail?id=2319846823","media":"上海证券报·中国证券网","summary":"根据公告，达势股份拟全球发售1279.9万股股份，其中香港公开发售股份128万股，国际发售股份1151.9万股，另有15%超额配股权。若超额配股权未获行使，达势股份发将自全球发售取得所得款项净额约5.15亿港元。公司预期于3月28日登陆港股主板。资料显示，达势股份是达美乐比萨在中国内地、中国香港和中国澳门的独家总特许经营商。截至2023年3月6日，达势股份于中国内地的17个城市直营604家门店。","content":"<div>\n<p>上证报中国证券网讯（记者 黎灵希）3月16日，达势股份在港股开启招股。根据公告，达势股份拟全球发售1279.9万股股份，其中香港公开发售股份128万股，国际发售股份1151.9万股，另有15%超额配股权。若超额配股权未获行使，达势股份发将自全球发售取得所得款项净额约5.15亿港元。公司预期于3月28日登陆港股主板。资料显示，达势股份是达美乐比萨在中国内地、中国香港和中国澳门的独家总特许经营商。截至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230316145617835437a6&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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\" 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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达美乐中国经营商启动招股 预计3月28日登陆港股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-16 14:55 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230316145617835437a6&s=b><strong>上海证券报·中国证券网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上证报中国证券网讯（记者 黎灵希）3月16日，达势股份在港股开启招股。根据公告，达势股份拟全球发售1279.9万股股份，其中香港公开发售股份128万股，国际发售股份1151.9万股，另有15%超额配股权。若超额配股权未获行使，达势股份发将自全球发售取得所得款项净额约5.15亿港元。公司预期于3月28日登陆港股主板。资料显示，达势股份是达美乐比萨在中国内地、中国香港和中国澳门的独家总特许经营商。截至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230316145617835437a6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4588":"碎股","DPZ":"达美乐比萨","01405":"达势股份","BK4209":"餐馆","BK4532":"文艺复兴科技持仓","BK4524":"宅经济概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230316145617835437a6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2319846823","content_text":"上证报中国证券网讯（记者 黎灵希）3月16日，达势股份在港股开启招股。根据公告，达势股份拟全球发售1279.9万股股份，其中香港公开发售股份128万股，国际发售股份1151.9万股，另有15%超额配股权。若超额配股权未获行使，达势股份发将自全球发售取得所得款项净额约5.15亿港元。公司预期于3月28日登陆港股主板。资料显示，达势股份是达美乐比萨在中国内地、中国香港和中国澳门的独家总特许经营商。截至2023年3月6日，达势股份于中国内地的17个城市直营604家门店。达势股份在招股书中表示，将通过扩大地理覆盖范围及深化市场渗透，继续扩大在中国的市场范围。公司计划于2023年开设约180家新店及于2024年开设约240家新店。","news_type":1},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650912478,"gmtCreate":1678831300894,"gmtModify":1678831350207,"author":{"id":"3473475347848614","authorId":"3473475347848614","name":"笨孩破孩","avatar":"https://static.tigerbbs.com/361731739b025dcf1279855f19e9f80a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"感谢分享","listText":"感谢分享","text":"感谢分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650912478","repostId":"650065314","repostType":1,"repost":{"id":650065314,"gmtCreate":1678773779639,"gmtModify":1678775393641,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"钢结构行业核心受益者，百甲科技正式登陆北交所","htmlText":"建筑业作为实体经济的重要组成部分，能否实现持续高质量发展，促使我国从“建造大国”迈向“建造强国”，成为了当下经济转型的焦点。 而从大的结构类型来看，相比于砖、石、木、混凝土等传统材料，钢材的轻、强、受力均匀、可循环等优点使其在现代建筑中有着越来越广泛的用途。2022年3 月，住建部印发《“十四五”建筑业发展规划》，强调“积极推进高品质钢结构住宅建设,鼓励学校、医院等公共建筑优先采用钢结构”。 但相较于发达国家，我国的钢结构渗透率仍然偏低。据悉，2020年我国钢结构产量占粗钢产量7.6%，远低于日本的20%以及美国的50%。行业渗透率长期提升的趋势给整个产业链带来了一次绝佳的发展机会。 3月14日，就有一家身处该产业链核心位置的公司将正式登陆北交所，它就是百甲科技。 一、钢结构景气度上升趋势确立，优质厂商受益于行业集中度提升 遵循自上而下的分析方法，行业未来格局演变是后续推论的起点，有必要更深层次地阐述清楚钢结构行业景气度演绎的过程。 首先要明确的是，建筑行业作为碳排放大户，在双碳战略的指引下，必须要朝着节能减排的方向进行产业转型升级。而相较于传统建筑模式，装配式建筑能够实现40%以上的碳排放总量降低，这也是其在近年成为行业发展主线的原因之一。 通过结构件的预制、预装实现建筑主体的快速安装，装配式建筑得以实现类似“搭积木”的方式完成日常生产、制造、安装，标准化思想贯穿了全产业链，进而达到降本增效的目的，这也符合近年来建筑工业化的发展大势。 而钢结构天然的高度工业化，恰恰符合装配式建筑发展所需的基础条件。反过来，装配式建筑的推广和发展也带动了钢结构行业的渗透率提升。 回到钢结构行业本身，其具备明显的“大行业，小公司”特征。据悉，2021年我国钢结构行业前五大厂商的产量占比共计仅64%，超过2000家中小企业是当前行业内的主流。 但行业格局正在悄然变化。 一方面，重型钢结构、空间","listText":"建筑业作为实体经济的重要组成部分，能否实现持续高质量发展，促使我国从“建造大国”迈向“建造强国”，成为了当下经济转型的焦点。 而从大的结构类型来看，相比于砖、石、木、混凝土等传统材料，钢材的轻、强、受力均匀、可循环等优点使其在现代建筑中有着越来越广泛的用途。2022年3 月，住建部印发《“十四五”建筑业发展规划》，强调“积极推进高品质钢结构住宅建设,鼓励学校、医院等公共建筑优先采用钢结构”。 但相较于发达国家，我国的钢结构渗透率仍然偏低。据悉，2020年我国钢结构产量占粗钢产量7.6%，远低于日本的20%以及美国的50%。行业渗透率长期提升的趋势给整个产业链带来了一次绝佳的发展机会。 3月14日，就有一家身处该产业链核心位置的公司将正式登陆北交所，它就是百甲科技。 一、钢结构景气度上升趋势确立，优质厂商受益于行业集中度提升 遵循自上而下的分析方法，行业未来格局演变是后续推论的起点，有必要更深层次地阐述清楚钢结构行业景气度演绎的过程。 首先要明确的是，建筑行业作为碳排放大户，在双碳战略的指引下，必须要朝着节能减排的方向进行产业转型升级。而相较于传统建筑模式，装配式建筑能够实现40%以上的碳排放总量降低，这也是其在近年成为行业发展主线的原因之一。 通过结构件的预制、预装实现建筑主体的快速安装，装配式建筑得以实现类似“搭积木”的方式完成日常生产、制造、安装，标准化思想贯穿了全产业链，进而达到降本增效的目的，这也符合近年来建筑工业化的发展大势。 而钢结构天然的高度工业化，恰恰符合装配式建筑发展所需的基础条件。反过来，装配式建筑的推广和发展也带动了钢结构行业的渗透率提升。 回到钢结构行业本身，其具备明显的“大行业，小公司”特征。据悉，2021年我国钢结构行业前五大厂商的产量占比共计仅64%，超过2000家中小企业是当前行业内的主流。 但行业格局正在悄然变化。 一方面，重型钢结构、空间","text":"建筑业作为实体经济的重要组成部分，能否实现持续高质量发展，促使我国从“建造大国”迈向“建造强国”，成为了当下经济转型的焦点。 而从大的结构类型来看，相比于砖、石、木、混凝土等传统材料，钢材的轻、强、受力均匀、可循环等优点使其在现代建筑中有着越来越广泛的用途。2022年3 月，住建部印发《“十四五”建筑业发展规划》，强调“积极推进高品质钢结构住宅建设,鼓励学校、医院等公共建筑优先采用钢结构”。 但相较于发达国家，我国的钢结构渗透率仍然偏低。据悉，2020年我国钢结构产量占粗钢产量7.6%，远低于日本的20%以及美国的50%。行业渗透率长期提升的趋势给整个产业链带来了一次绝佳的发展机会。 3月14日，就有一家身处该产业链核心位置的公司将正式登陆北交所，它就是百甲科技。 一、钢结构景气度上升趋势确立，优质厂商受益于行业集中度提升 遵循自上而下的分析方法，行业未来格局演变是后续推论的起点，有必要更深层次地阐述清楚钢结构行业景气度演绎的过程。 首先要明确的是，建筑行业作为碳排放大户，在双碳战略的指引下，必须要朝着节能减排的方向进行产业转型升级。而相较于传统建筑模式，装配式建筑能够实现40%以上的碳排放总量降低，这也是其在近年成为行业发展主线的原因之一。 通过结构件的预制、预装实现建筑主体的快速安装，装配式建筑得以实现类似“搭积木”的方式完成日常生产、制造、安装，标准化思想贯穿了全产业链，进而达到降本增效的目的，这也符合近年来建筑工业化的发展大势。 而钢结构天然的高度工业化，恰恰符合装配式建筑发展所需的基础条件。反过来，装配式建筑的推广和发展也带动了钢结构行业的渗透率提升。 回到钢结构行业本身，其具备明显的“大行业，小公司”特征。据悉，2021年我国钢结构行业前五大厂商的产量占比共计仅64%，超过2000家中小企业是当前行业内的主流。 但行业格局正在悄然变化。 一方面，重型钢结构、空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650065314","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625456109,"gmtCreate":1676676491601,"gmtModify":1676685274996,"author":{"id":"3473475347848614","authorId":"3473475347848614","name":"笨孩破孩","avatar":"https://static.tigerbbs.com/361731739b025dcf1279855f19e9f80a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"看一些经济学方面比较入门的书籍，牛奶可乐经济学，小狗钱钱等，聪明的投资者。","listText":"看一些经济学方面比较入门的书籍，牛奶可乐经济学，小狗钱钱等，聪明的投资者。","text":"看一些经济学方面比较入门的书籍，牛奶可乐经济学，小狗钱钱等，聪明的投资者。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625456109","isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628983883,"gmtCreate":1672824802442,"gmtModify":1672824804870,"author":{"id":"3473475347848614","authorId":"3473475347848614","name":"笨孩破孩","avatar":"https://static.tigerbbs.com/361731739b025dcf1279855f19e9f80a","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02373\">$美丽田园医疗健康(02373)$ </a>大涨翻倍！","listText":"<a href=\"https://laohu8.com/S/02373\">$美丽田园医疗健康(02373)$ </a>大涨翻倍！","text":"$美丽田园医疗健康(02373)$ 大涨翻倍！","images":[{"img":"https://static.tigerbbs.com/f633ed35c5d924925b139b44b9c4c216","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628983883","isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}
