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钢筋铁骨
2019-07-22
$小米集团-W(01810)$
破九块，想补仓
钢筋铁骨
2020-08-03
$达华智能(002512)$
垃圾股票，割肉走人
钢筋铁骨
05-13
$*ST闻泰(600745)$
**鬼吹灯发现了新的割韭菜方式！
钢筋铁骨
05-11
踏青，除夕
哈啰员工聚会踩踏青桔、美团单车引争议 官方回应来了
钢筋铁骨
04-11
$上证指数(000001.SH)$
钢筋铁骨
04-07
$上证指数(000001.SH)$
钢筋铁骨
02-13
消灭鬼吹灯，解救老百姓
多地节前发文要求外卖平台停止“内卷式”竞争，不得组织恶性补贴
钢筋铁骨
2023-11-14
抵制华为人人有责
国产操作系统崛起，鸿蒙板块集体大涨！
去老虎APP查看更多动态
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对于“内部调查”的下一步进展及具体整改计划，哈啰官方客服进一步表示，“这种行为确实非常不妥，这个事情是个别员工的错误做法，完全不符合公司的要求和价值，我们绝对不容忍。”并表示，“公司内部根据这个问题已经第一时间启动了内部调查，严肃依规处理了涉及人员，同时在全公司展开了职业道德与职业规范教育，杜绝类似问题再次发生。”</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：凌辰 </p>\n</div></body></html>","source":"sina","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>哈啰员工聚会踩踏青桔、美团单车引争议 官方回应来了</title>\n<style 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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哈啰员工聚会踩踏青桔、美团单车引争议 官方回应来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-11 09:13 北京时间 <a href=https://finance.sina.com.cn/roll/2026-05-11/doc-inhxnscp1996439.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：TechWeb\n 【TechWeb】5月11日消息，近日，一张哈啰员工聚会的合影照片在各大社交平台广泛流传，画面中多名哈啰员工刻意踩踏、摆放倒地的青桔单车、美团单车，并集体比出竖大拇指手势拍照留念。\n 该照片流出后，迅速在网络上引发大量网友围观与争议。不少网友直言此类行为格局狭隘、缺乏职业素养，属于低级且不道德的竞争方式。\n\n 针对此事，哈啰方面回应媒体称，“近日，社交平台流传的一张...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2026-05-11/doc-inhxnscp1996439.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0173614495.USD":"富达中国焦点A","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","BK1233":"餐馆","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0455707207.USD":"FIDELITY FUNDS CHINA INNOVATION \"A\" (USD) INC","SG9999002562.SGD":"LionGlobal Asia Pacific 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data-views=\"0\"></v-v>","text":"$上证指数(000001.SH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551059349794872","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":532181306774720,"gmtCreate":1770947965308,"gmtModify":1770948311258,"author":{"id":"3492145077103657","authorId":"3492145077103657","name":"钢筋铁骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492145077103657","authorIdStr":"3492145077103657"},"themes":[],"title":"","htmlText":"消灭鬼吹灯，解救老百姓","listText":"消灭鬼吹灯，解救老百姓","text":"消灭鬼吹灯，解救老百姓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532181306774720","repostId":"1125588490","repostType":2,"repost":{"id":"1125588490","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":1770907051,"share":"https://www.laohu8.com/m/news/1125588490?lang=zh_CN&edition=full","pubTime":"2026-02-12 22:37","market":"hk","language":"zh","title":"多地节前发文要求外卖平台停止“内卷式”竞争，不得组织恶性补贴","url":"https://stock-news.laohu8.com/highlight/detail?id=1125588490","media":"老虎资讯综合","summary":"保障春节外卖市场秩序稳定。","content":"<html><head></head><body><p>据澎湃，春节前夕，全国多地市监部门发布春节外卖合规指引，告诫相关外卖平台理性竞争。其中，河南信阳市、南阳市、安徽蚌埠市、广东汕头市、海南文昌市、辽宁辽阳市等地要求，外卖平台立即停止低质低价“内卷式”恶性竞争，不得组织恶性补贴、低价倾销，以保障春节外卖市场秩序稳定。</p></body></html>","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>多地节前发文要求外卖平台停止“内卷式”竞争，不得组织恶性补贴</title>\n<style 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22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据澎湃，春节前夕，全国多地市监部门发布春节外卖合规指引，告诫相关外卖平台理性竞争。其中，河南信阳市、南阳市、安徽蚌埠市、广东汕头市、海南文昌市、辽宁辽阳市等地要求，外卖平台立即停止低质低价“内卷式”恶性竞争，不得组织恶性补贴、低价倾销，以保障春节外卖市场秩序稳定。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450","relate_stocks":{"BABA":"阿里巴巴","JD":"京东","09988":"阿里巴巴-W","09618":"京东集团-SW","03690":"美团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125588490","content_text":"据澎湃，春节前夕，全国多地市监部门发布春节外卖合规指引，告诫相关外卖平台理性竞争。其中，河南信阳市、南阳市、安徽蚌埠市、广东汕头市、海南文昌市、辽宁辽阳市等地要求，外卖平台立即停止低质低价“内卷式”恶性竞争，不得组织恶性补贴、低价倾销，以保障春节外卖市场秩序稳定。","news_type":1,"symbols_score_info":{"BABA":2,"JD":2,"09618":2,"09988":2,"03690":2}},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370114346315960,"gmtCreate":1731377540917,"gmtModify":1731377542777,"author":{"id":"3492145077103657","authorId":"3492145077103657","name":"钢筋铁骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492145077103657","authorIdStr":"3492145077103657"},"themes":[],"title":"","htmlText":"鬼吹灯是中国老百姓当前最大的的敌人！","listText":"鬼吹灯是中国老百姓当前最大的的敌人！","text":"鬼吹灯是中国老百姓当前最大的的敌人！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370114346315960","repostId":"369858541568072","repostType":1,"repost":{"id":369858541568072,"gmtCreate":1731327717829,"gmtModify":1731327720382,"author":{"id":"10000000000010487","authorId":"10000000000010487","name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010487","authorIdStr":"10000000000010487"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> 北水占了成交额的91%，到头来砸盘的还是咱们自己人！天天抱怨外资，其实说到底是自己不给力呀！[愤怒]","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> 北水占了成交额的91%，到头来砸盘的还是咱们自己人！天天抱怨外资，其实说到底是自己不给力呀！[愤怒]","text":"$中芯国际(00981)$ 北水占了成交额的91%，到头来砸盘的还是咱们自己人！天天抱怨外资，其实说到底是自己不给力呀！[愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369858541568072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368572777611688,"gmtCreate":1731025070617,"gmtModify":1731030712871,"author":{"id":"3492145077103657","authorId":"3492145077103657","name":"钢筋铁骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492145077103657","authorIdStr":"3492145077103657"},"themes":[],"title":"","htmlText":"特朗普万岁万岁万万岁","listText":"特朗普万岁万岁万万岁","text":"特朗普万岁万岁万万岁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368572777611688","repostId":"1197593078","repostType":2,"repost":{"id":"1197593078","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":1731008019,"share":"https://www.laohu8.com/m/news/1197593078?lang=zh_CN&edition=full","pubTime":"2024-11-08 03:33","market":"us","language":"zh","title":"鲍威尔：随着接近中性利率，可能有必要放缓降息步伐","url":"https://stock-news.laohu8.com/highlight/detail?id=1197593078","media":"老虎资讯综合","summary":"11月8日，美联储主席鲍威尔召开货币政策新闻发布会。美联储主席鲍威尔表示，整体经济表现强劲；高通胀已大幅缓解，劳动力市场依然稳健。","content":"<html><head></head><body><p>11月8日，美联储利率决议公布后，美联储主席鲍威尔召开货币政策新闻发布会。美联储主席鲍威尔表示，整体经济表现强劲；高通胀已大幅缓解，劳动力市场依然稳健；在短期内选举将不会对政策产生影响。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dce657c82455c0a7b6165bbad86cfa3f\" title=\"\" tg-width=\"715\" tg-height=\"435\"/></p><p>美联储主席鲍威尔讲话期间，美股三大指数小幅波动，截至发稿，道指涨0.18，纳指涨1.67%，标普500指数涨0.92%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed9e44f2e5637aca8df82b5412bb4db2\" title=\"\" tg-width=\"972\" tg-height=\"157\"/></p><p><strong>整体经济表现强劲 通货膨胀已大大缓解</strong></p><p>美联储主席鲍威尔表示，整体经济表现强劲，通货膨胀已大大缓解，随着立场的重新调整，通胀将持续下降至2%。通胀数据虽然并不糟糕，但高于预期。</p><p><strong>过去三个月失业率有所下降 仍然处于低位</strong></p><p>美联储主席鲍威尔表示，过去三个月失业率有所下降，仍然处于低位。如果没有风暴和罢工，招聘人数将“略高一些”。并表示，供应状况改善支撑经济，消费者支出增长仍具韧性。</p><p><strong>美联储将继续采取逐次会议的方式做出决策</strong></p><p>美联储主席鲍威尔表示，美联储可以更慢或更快地调整政策限制，正在努力在行动过快与行动过慢之间寻求平衡；美联储将继续采取逐次会议的方式做出决策。如果经济保持强劲，通胀未能回落至2%，则可以更缓慢地调整政策。</p><p><strong>在短期内 选举将不会对政策产生影响</strong></p><p>美联储主席鲍威尔表示，在短期内，选举将不会对政策产生影响；不会谈论与选举相关的任何事项。不清楚政府政策变化的时机和实质。因此，不清楚政策将如何影响美联储的目标。并表示，美联储不对财政政策发表评论。目前美联储并未对潜在的财政政策变化进行建模。</p><p><strong>关注到美国国债收益率的上升 目前远未达到之前的水平</strong></p><p>美联储主席鲍威尔表示，关注到美国国债收益率的上升，目前远未达到之前的水平。将观察国收益率的走势，目前还为时尚早，无法确定具体方向。并表示，债券利率反映了经济增长预期；债券市场的波动似乎并非主要受预期通胀上升的影响。</p><p><strong>自九月份会议以来 主要经济活动数据表现更为强劲</strong></p><p>美联储主席鲍威尔表示，自九月份会议以来，主要经济活动数据表现更为强劲；经济面临的一些下行风险已经减弱。</p><p><strong>FOMC声明中省略有关信心措辞的变化并不意味着对通胀粘性的任何暗示</strong></p><p>美联储主席鲍威尔表示，FOMC声明中省略有关信心措辞的变化并不意味着对通胀粘性的任何暗示。当被问及9月所做的2025年降息预测时，鲍威尔称没有排除或接受这种可能性。</p><p><strong>随着接近中性利率 可能有必要放缓降息步伐</strong></p><p>美联储主席鲍威尔表示，随着接近中性利率，可能有必要放缓降息步伐，美联储才刚刚开始考虑调整降息步伐。已准备好调整对利率变化速度和目标的评估。并表示，美联储并不急于达到中性利率，寻找中性利率的正确方式是谨慎行事。加息并非美联储的计划，美联储的基本预期是将利率逐步调整至中性水平。</p></body></html>","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>鲍威尔：随着接近中性利率，可能有必要放缓降息步伐</title>\n<style 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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鲍威尔：随着接近中性利率，可能有必要放缓降息步伐\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2024-11-08 03:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月8日，美联储利率决议公布后，美联储主席鲍威尔召开货币政策新闻发布会。美联储主席鲍威尔表示，整体经济表现强劲；高通胀已大幅缓解，劳动力市场依然稳健；在短期内选举将不会对政策产生影响。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dce657c82455c0a7b6165bbad86cfa3f\" title=\"\" tg-width=\"715\" tg-height=\"435\"/></p><p>美联储主席鲍威尔讲话期间，美股三大指数小幅波动，截至发稿，道指涨0.18，纳指涨1.67%，标普500指数涨0.92%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed9e44f2e5637aca8df82b5412bb4db2\" title=\"\" tg-width=\"972\" tg-height=\"157\"/></p><p><strong>整体经济表现强劲 通货膨胀已大大缓解</strong></p><p>美联储主席鲍威尔表示，整体经济表现强劲，通货膨胀已大大缓解，随着立场的重新调整，通胀将持续下降至2%。通胀数据虽然并不糟糕，但高于预期。</p><p><strong>过去三个月失业率有所下降 仍然处于低位</strong></p><p>美联储主席鲍威尔表示，过去三个月失业率有所下降，仍然处于低位。如果没有风暴和罢工，招聘人数将“略高一些”。并表示，供应状况改善支撑经济，消费者支出增长仍具韧性。</p><p><strong>美联储将继续采取逐次会议的方式做出决策</strong></p><p>美联储主席鲍威尔表示，美联储可以更慢或更快地调整政策限制，正在努力在行动过快与行动过慢之间寻求平衡；美联储将继续采取逐次会议的方式做出决策。如果经济保持强劲，通胀未能回落至2%，则可以更缓慢地调整政策。</p><p><strong>在短期内 选举将不会对政策产生影响</strong></p><p>美联储主席鲍威尔表示，在短期内，选举将不会对政策产生影响；不会谈论与选举相关的任何事项。不清楚政府政策变化的时机和实质。因此，不清楚政策将如何影响美联储的目标。并表示，美联储不对财政政策发表评论。目前美联储并未对潜在的财政政策变化进行建模。</p><p><strong>关注到美国国债收益率的上升 目前远未达到之前的水平</strong></p><p>美联储主席鲍威尔表示，关注到美国国债收益率的上升，目前远未达到之前的水平。将观察国收益率的走势，目前还为时尚早，无法确定具体方向。并表示，债券利率反映了经济增长预期；债券市场的波动似乎并非主要受预期通胀上升的影响。</p><p><strong>自九月份会议以来 主要经济活动数据表现更为强劲</strong></p><p>美联储主席鲍威尔表示，自九月份会议以来，主要经济活动数据表现更为强劲；经济面临的一些下行风险已经减弱。</p><p><strong>FOMC声明中省略有关信心措辞的变化并不意味着对通胀粘性的任何暗示</strong></p><p>美联储主席鲍威尔表示，FOMC声明中省略有关信心措辞的变化并不意味着对通胀粘性的任何暗示。当被问及9月所做的2025年降息预测时，鲍威尔称没有排除或接受这种可能性。</p><p><strong>随着接近中性利率 可能有必要放缓降息步伐</strong></p><p>美联储主席鲍威尔表示，随着接近中性利率，可能有必要放缓降息步伐，美联储才刚刚开始考虑调整降息步伐。已准备好调整对利率变化速度和目标的评估。并表示，美联储并不急于达到中性利率，寻找中性利率的正确方式是谨慎行事。加息并非美联储的计划，美联储的基本预期是将利率逐步调整至中性水平。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/499d73ece33aa33a20d67cc087f64953","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197593078","content_text":"11月8日，美联储利率决议公布后，美联储主席鲍威尔召开货币政策新闻发布会。美联储主席鲍威尔表示，整体经济表现强劲；高通胀已大幅缓解，劳动力市场依然稳健；在短期内选举将不会对政策产生影响。美联储主席鲍威尔讲话期间，美股三大指数小幅波动，截至发稿，道指涨0.18，纳指涨1.67%，标普500指数涨0.92%。整体经济表现强劲 通货膨胀已大大缓解美联储主席鲍威尔表示，整体经济表现强劲，通货膨胀已大大缓解，随着立场的重新调整，通胀将持续下降至2%。通胀数据虽然并不糟糕，但高于预期。过去三个月失业率有所下降 仍然处于低位美联储主席鲍威尔表示，过去三个月失业率有所下降，仍然处于低位。如果没有风暴和罢工，招聘人数将“略高一些”。并表示，供应状况改善支撑经济，消费者支出增长仍具韧性。美联储将继续采取逐次会议的方式做出决策美联储主席鲍威尔表示，美联储可以更慢或更快地调整政策限制，正在努力在行动过快与行动过慢之间寻求平衡；美联储将继续采取逐次会议的方式做出决策。如果经济保持强劲，通胀未能回落至2%，则可以更缓慢地调整政策。在短期内 选举将不会对政策产生影响美联储主席鲍威尔表示，在短期内，选举将不会对政策产生影响；不会谈论与选举相关的任何事项。不清楚政府政策变化的时机和实质。因此，不清楚政策将如何影响美联储的目标。并表示，美联储不对财政政策发表评论。目前美联储并未对潜在的财政政策变化进行建模。关注到美国国债收益率的上升 目前远未达到之前的水平美联储主席鲍威尔表示，关注到美国国债收益率的上升，目前远未达到之前的水平。将观察国收益率的走势，目前还为时尚早，无法确定具体方向。并表示，债券利率反映了经济增长预期；债券市场的波动似乎并非主要受预期通胀上升的影响。自九月份会议以来 主要经济活动数据表现更为强劲美联储主席鲍威尔表示，自九月份会议以来，主要经济活动数据表现更为强劲；经济面临的一些下行风险已经减弱。FOMC声明中省略有关信心措辞的变化并不意味着对通胀粘性的任何暗示美联储主席鲍威尔表示，FOMC声明中省略有关信心措辞的变化并不意味着对通胀粘性的任何暗示。当被问及9月所做的2025年降息预测时，鲍威尔称没有排除或接受这种可能性。随着接近中性利率 可能有必要放缓降息步伐美联储主席鲍威尔表示，随着接近中性利率，可能有必要放缓降息步伐，美联储才刚刚开始考虑调整降息步伐。已准备好调整对利率变化速度和目标的评估。并表示，美联储并不急于达到中性利率，寻找中性利率的正确方式是谨慎行事。加息并非美联储的计划，美联储的基本预期是将利率逐步调整至中性水平。","news_type":1,"symbols_score_info":{".IXIC":1.1,".SPX":1.1,".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":3062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358069056827704,"gmtCreate":1728455916269,"gmtModify":1728455918161,"author":{"id":"3492145077103657","authorId":"3492145077103657","name":"钢筋铁骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492145077103657","authorIdStr":"3492145077103657"},"themes":[],"title":"","htmlText":"推翻鬼吹灯","listText":"推翻鬼吹灯","text":"推翻鬼吹灯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358069056827704","repostId":"2473410842","repostType":2,"isVote":1,"tweetType":1,"viewCount":2894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354918277222488,"gmtCreate":1727659556167,"gmtModify":1727659557147,"author":{"id":"3492145077103657","authorId":"3492145077103657","name":"钢筋铁骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492145077103657","authorIdStr":"3492145077103657"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><v-v data-views=\"0\"></v-v>","text":"$上证指数(000001.SH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354918277222488","isVote":1,"tweetType":1,"viewCount":2357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353940716433672,"gmtCreate":1727419419622,"gmtModify":1727419421477,"author":{"id":"3492145077103657","authorId":"3492145077103657","name":"钢筋铁骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492145077103657","authorIdStr":"3492145077103657"},"themes":[],"title":"","htmlText":"股市到6000点，我就去买房","listText":"股市到6000点，我就去买房","text":"股市到6000点，我就去买房","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353940716433672","repostId":"1168031808","repostType":2,"repost":{"id":"1168031808","kind":"news","pubTimestamp":1727397050,"share":"https://www.laohu8.com/m/news/1168031808?lang=zh_CN&edition=full","pubTime":"2024-09-27 08:30","market":"sh","language":"zh","title":"中国央行降准落地，释放1万亿，有何影响？","url":"https://stock-news.laohu8.com/highlight/detail?id=1168031808","media":"Wind","summary":"9月24日上午，央行行长在国务院新闻办公室举行新闻发布会上宣布，近期将下调存款准备金率0.5个百分点，向金融市场提供长期流动性约1万亿元。9月27日大清早央行正式宣布自9月27日起降准0.5个基点，增加市场流动性。Wind数据显示，去年以来央行共进行了4次降准，除了这次，前期央行宣布降准分别在2023年3月17日、9月14日和2024年1月24日。降准公布后首个交易日，上证指数有11次上涨，7次下跌，上涨概率超过六成。","content":"<html><head></head><body><p>9月24日上午，央行行长在国务院新闻办公室举行新闻发布会上宣布，近期将下调存款准备金率0.5个百分点，向金融市场提供长期流动性约1万亿元。9月27日大清早央行正式宣布自9月27日起降准0.5个基点，增加市场流动性。</p><p style=\"text-align: left;\"><strong>// 央行正式降准 //</strong></p><p style=\"text-align: justify;\">9月24日新闻发布会上，央行行长表示，近期将下调存款准备金率0.5个百分点，向金融市场提供长期流动性约1万亿元；在今年年内还将视市场流动性的状况，可能择机进一步下调存款准备金率0.25-0.5个百分点。</p><p style=\"text-align: justify;\">9月27日，中国人民银行决定：自2024年9月27日起，下调金融机构存款准备金率0.5个百分点（不含已执行5%存款准备金率的金融机构）。本次下调后，金融机构加权平均存款准备金率约为6.6%。</p><p style=\"text-align: justify;\">此外央行还公告称，为加大货币政策逆周期调节力度，支持经济稳定增长，从9月27日起，公开市场7天期逆回购操作利率由此前的1.70%调整为1.50%。公开市场14天期逆回购和临时正、逆回购的操作利率继续在公开市场7天期逆回购操作利率上加减点确定，加减点幅度保持不变。</p><p style=\"text-align: justify;\">Wind数据显示，去年以来央行共进行了4次降准，除了这次，前期央行宣布降准分别在2023年3月17日、9月14日和2024年1月24日。</p><p style=\"text-align: left;\"><strong>// 降准对市场有提振作用 //</strong></p><p style=\"text-align: justify;\">Wind数据显示，2016年以来，央行共进行了18次降准（不包含本次）。降准公布后首个交易日，上证指数有11次上涨，7次下跌，上涨概率超过六成。其中全面降准11次（不包含本次），降准公布后首个交易日，上证指数有7次上涨，4次下跌，上涨概率为64%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f5504e496835d6c48f7c25efcb60c705\" title=\"\" tg-width=\"1080\" tg-height=\"1685\"/></p><p style=\"text-align: justify;\">Wind数据显示，降准落地后一周，风格上消费和成长优于周期和金融，相对沪深300获得超额收益的概率更高；成长风格在降准后30天内有更高的概率上涨。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2306dd1991592f688db4e1b1126a2e1c\" title=\"\" tg-width=\"972\" tg-height=\"2353\"/></p><p style=\"text-align: left;\"><strong>// 降准有何影响？ //</strong></p><p style=\"text-align: left;\">从市场影响方面看，降准会释放清晰的稳增长信号，资金面也会进一步充裕，整体上利好资本市场。</p><p style=\"text-align: justify;\">从宏观层面来看，本轮降准有利于保持流动性合理充裕，使社会融资规模、货币供应量同经济增长和价格水平预期目标相匹配，为推动经济持续复苏提供有力的支撑。对于银行业来说，降准将直接增加银行的可用资金，从而使银行具备更强的信贷投放能力，同时，优化银行体系资金结构，降低商业银行资金成本，为银行提供长期低成本资金。</p><p style=\"text-align: justify;\">招联首席研究员董希淼表示，降准降息等政策，有助于降低金融机构资金成本，推动金融机构降低贷款实际利率，促进社会综合融资成本稳中有降，减轻企业和个人的利息支出，激发有效融资需求。</p><p style=\"text-align: justify;\">上海易居房地产研究院副院长严跃进表示，此次政策意味着央行开启新一轮降准。其为市场流动性的注入等发挥了积极的作用，也在很大程度上有助于促进银行流动性增加，且增强银行贷款的能力。此次降准的政策提前宣布，信号引导和预期引导意义很强，同时此次也明确后续根据市场流动性状况，可能择机进一步下调存量准备进率。这也说明流动性宽松的环境将进一步释放，有助于持续促进后续货币金融市场和贷款市场的宽松。</p><p style=\"text-align: justify;\">58安居客研究院院长张波表示，本次降准在美联储宣布降息之后，这也预示着我国进一步向市场释放流动性动作在加速，通过优化金融机构的资金结构，更大力度提升金融服务能力，更好地支持房地产行业的复苏，推进经济稳步运行。同时，降准释放的流动性可能会被投资者视为一种信号，即政府对经济增长的支持。这种预期可能会刺激投资者对国内大宗资产的信心，增加此类投资性需求的增长。</p></body></html>","source":"wind","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>中国央行降准落地，释放1万亿，有何影响？</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; 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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中国央行降准落地，释放1万亿，有何影响？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-27 08:30 北京时间 <a href=https://mp.weixin.qq.com/s/_H1SK4PMJzIGjigNVuCiwg><strong>Wind</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月24日上午，央行行长在国务院新闻办公室举行新闻发布会上宣布，近期将下调存款准备金率0.5个百分点，向金融市场提供长期流动性约1万亿元。9月27日大清早央行正式宣布自9月27日起降准0.5个基点，增加市场流动性。// 央行正式降准 //9月24日新闻发布会上，央行行长表示，近期将下调存款准备金率0.5个百分点，向金融市场提供长期流动性约1万亿元；在今年年内还将视市场流动性的状况，可能择机...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/_H1SK4PMJzIGjigNVuCiwg\">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/5d8fb95e65f042f352c6313989391357","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/_H1SK4PMJzIGjigNVuCiwg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168031808","content_text":"9月24日上午，央行行长在国务院新闻办公室举行新闻发布会上宣布，近期将下调存款准备金率0.5个百分点，向金融市场提供长期流动性约1万亿元。9月27日大清早央行正式宣布自9月27日起降准0.5个基点，增加市场流动性。// 央行正式降准 //9月24日新闻发布会上，央行行长表示，近期将下调存款准备金率0.5个百分点，向金融市场提供长期流动性约1万亿元；在今年年内还将视市场流动性的状况，可能择机进一步下调存款准备金率0.25-0.5个百分点。9月27日，中国人民银行决定：自2024年9月27日起，下调金融机构存款准备金率0.5个百分点（不含已执行5%存款准备金率的金融机构）。本次下调后，金融机构加权平均存款准备金率约为6.6%。此外央行还公告称，为加大货币政策逆周期调节力度，支持经济稳定增长，从9月27日起，公开市场7天期逆回购操作利率由此前的1.70%调整为1.50%。公开市场14天期逆回购和临时正、逆回购的操作利率继续在公开市场7天期逆回购操作利率上加减点确定，加减点幅度保持不变。Wind数据显示，去年以来央行共进行了4次降准，除了这次，前期央行宣布降准分别在2023年3月17日、9月14日和2024年1月24日。// 降准对市场有提振作用 //Wind数据显示，2016年以来，央行共进行了18次降准（不包含本次）。降准公布后首个交易日，上证指数有11次上涨，7次下跌，上涨概率超过六成。其中全面降准11次（不包含本次），降准公布后首个交易日，上证指数有7次上涨，4次下跌，上涨概率为64%。Wind数据显示，降准落地后一周，风格上消费和成长优于周期和金融，相对沪深300获得超额收益的概率更高；成长风格在降准后30天内有更高的概率上涨。// 降准有何影响？ //从市场影响方面看，降准会释放清晰的稳增长信号，资金面也会进一步充裕，整体上利好资本市场。从宏观层面来看，本轮降准有利于保持流动性合理充裕，使社会融资规模、货币供应量同经济增长和价格水平预期目标相匹配，为推动经济持续复苏提供有力的支撑。对于银行业来说，降准将直接增加银行的可用资金，从而使银行具备更强的信贷投放能力，同时，优化银行体系资金结构，降低商业银行资金成本，为银行提供长期低成本资金。招联首席研究员董希淼表示，降准降息等政策，有助于降低金融机构资金成本，推动金融机构降低贷款实际利率，促进社会综合融资成本稳中有降，减轻企业和个人的利息支出，激发有效融资需求。上海易居房地产研究院副院长严跃进表示，此次政策意味着央行开启新一轮降准。其为市场流动性的注入等发挥了积极的作用，也在很大程度上有助于促进银行流动性增加，且增强银行贷款的能力。此次降准的政策提前宣布，信号引导和预期引导意义很强，同时此次也明确后续根据市场流动性状况，可能择机进一步下调存量准备进率。这也说明流动性宽松的环境将进一步释放，有助于持续促进后续货币金融市场和贷款市场的宽松。58安居客研究院院长张波表示，本次降准在美联储宣布降息之后，这也预示着我国进一步向市场释放流动性动作在加速，通过优化金融机构的资金结构，更大力度提升金融服务能力，更好地支持房地产行业的复苏，推进经济稳步运行。同时，降准释放的流动性可能会被投资者视为一种信号，即政府对经济增长的支持。这种预期可能会刺激投资者对国内大宗资产的信心，增加此类投资性需求的增长。","news_type":1,"symbols_score_info":{"399001":1.1,"399006":1.1,"000001.SH":1.1}},"isVote":1,"tweetType":1,"viewCount":3073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353210872742128,"gmtCreate":1727240259348,"gmtModify":1727240260630,"author":{"id":"3492145077103657","authorId":"3492145077103657","name":"钢筋铁骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492145077103657","authorIdStr":"3492145077103657"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><v-v data-views=\"1\"></v-v>推翻鬼吹灯","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a><v-v data-views=\"1\"></v-v>推翻鬼吹灯","text":"$上证指数(000001.SH)$ 推翻鬼吹灯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353210872742128","isVote":1,"tweetType":1,"viewCount":2373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241280083050776,"gmtCreate":1699926923879,"gmtModify":1699927337034,"author":{"id":"3492145077103657","authorId":"3492145077103657","name":"钢筋铁骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492145077103657","authorIdStr":"3492145077103657"},"themes":[],"title":"","htmlText":"抵制华为人人有责","listText":"抵制华为人人有责","text":"抵制华为人人有责","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241280083050776","repostId":"2383084035","repostType":2,"repost":{"id":"2383084035","kind":"highlight","pubTimestamp":1699875071,"share":"https://www.laohu8.com/m/news/2383084035?lang=zh_CN&edition=full","pubTime":"2023-11-13 19:31","market":"other","language":"zh","title":"国产操作系统崛起，鸿蒙板块集体大涨！","url":"https://stock-news.laohu8.com/highlight/detail?id=2383084035","media":"财华社","summary":"11月13日，市场成交萎靡，鸿蒙板块却集体大涨。","content":"<html><body><p>11月13日，市场成交萎靡，鸿蒙板块却集体大涨。</p><p>其中，<a href=\"https://laohu8.com/S/301236\">软通动力</a>（301236.SZ）、<a href=\"https://laohu8.com/S/688609\">九联科技</a>（688609.SH）涨20%，<a href=\"https://laohu8.com/S/300826\">测绘股份</a>（300826.SZ）涨近12%，<a href=\"https://laohu8.com/S/002512\">达华智能</a>（002512.SZ）涨10%，<a href=\"https://laohu8.com/S/300364\">中文在线</a>（300364.SZ）涨超9%，<a href=\"https://laohu8.com/S/300339\">润和软件</a>（300339.SZ）涨7.29%，常山北明（000158.SZ）涨6.16%。</p><p><img height=\"537\" src=\"https://images.finet.hk/photoLib/content/202311_1/bf957c80-e2d3-408c-94a9-3e6c706044b0.png\" width=\"1448\"/></p><p><strong>鸿蒙大放异彩，国产操作系统可期</strong></p><p>由于安卓版本与鸿蒙将不再兼容，近期，<a href=\"https://laohu8.com/S/NTES\">网易</a>、美团等多家互联网公司发布和鸿蒙系统有关岗位招聘，以加快推进鸿蒙原生应用开发转型。</p><p>据悉，相关“鸿蒙基建工程师”岗位月薪在4万元到6万元之间，年薪大约60万左右，可谓炙手可热。</p><p>根据统计，华为正加快软、硬、边、端、云等全面融合，鲲鹏、升腾生态已汇聚超过440万开发者，合作伙伴超过6000家，解决方案认证超过17000个，并建设72个产教融合的人才基地。可以看到，来自各领域的合作伙伴正加速融入鸿蒙产业链，形成良性的生态系统。</p><p>近期关于鸿蒙的利好消息不断。11月4日，第二届开放原子开源基金会OpenHarmony技术大会即将在北京开幕，大会由华为、润开鸿、九联开鸿、软通动力、深开鸿等多方合作支持。</p><p>11月9日，华为智选车业务首款轿车——与奇瑞联合打造的“智界S7”开启预售，该车是首款搭载鸿蒙<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>座舱4.0的车型。同日，鸿蒙智行联盟也正式成立。</p><p>鸿蒙智行也即鸿蒙智能座舱的内核，其实就是鸿蒙操作系统在车领域的延伸，可以为智能驾驶提供统一、开放的操作系统平台，无论是汽车厂商还是自动驾驶技术公司，都可以在这个平台上进行开发和应用。目前“鸿蒙智行”在各大社交平台官方账号均已开通。</p><p>一系列的动作如捷报般传来，随着鸿蒙OS硬件及软件生态初步完善，车机一体化正在成为现实。</p><p>鸿蒙从最开始一些人的“不抱希望”，到现在的“不负众望”，其发展历程也是国产操作系统的崛起历程。</p><p>2019年8月份，华为正式发布自研操作系统鸿蒙OS，兼容安卓App，主要用于荣耀智慧屏/智慧屏Pro。</p><p>2021年6月份，鸿蒙OS2正式发布，将原本仅应用于智慧屏的鸿蒙系统搬上了手机、平板，多种设备间能够实现硬件互助和资源共享，当年年末鸿蒙设备数成功突破2.2亿。</p><p>2022年7月份，华为召开鸿蒙OS3及华为全场景新品发布会，鸿蒙OS3如期发布，彼时余承东公布：华为鸿蒙设备数突破3亿。</p><p>今年8月份，鸿蒙OS4正式发布，鸿蒙生态设备数量突破7亿。截止今年9月份，鸿蒙OS4升级用户达上千万。</p><p>和安卓、iOS相比，鸿蒙早已不仅是一个手机操作系统，更是一个面向万物互联的操作系统。手机、电视、平板、汽车等终端只要搭载鸿蒙系统，软件在不同平台之间都可以适配，不再需要单独开发，通信专家项立刚把鸿蒙称为“下一代操作系统”。</p><p><strong>产业链投资机遇梳理</strong></p><p>从产业层面看，鸿蒙确实有望引领国产软件、硬件迈向新台阶，以鸿蒙为支点，国内厂商有望彻底摆脱对国外基础软件的依赖。伴随整个生态逐步推进，相关公司在产业链中分得一杯羹。财华社根据公开资料，梳理相关投资机遇如下——</p><p><strong>1. 鸿蒙OS——</strong></p><p>润和软件（300339.SZ）：公司与华为建立了长期深度的合作关系，是OpenHarmony（开放鸿蒙）发起单位之一、华为HarmonyOS生态共建者、海思芯片及IoT战略合作伙伴。</p><p>软通动力（301236.SZ）：公司深入参与到鸿蒙生态的共建中，在研发、应用、生态、可持续发展等维度全线出击，软硬件结合，全场景助力鸿蒙生态。</p><p><a href=\"https://laohu8.com/S/00354\">中国软件国际</a>（00354.HK）：公司是华为“同舟共济”战略合作伙伴。公司深度参与华为消费者终端、鸿蒙、AI大模型、MetaERP等核心业务，通过多年合作，华为业务已经成为公司营收的“半壁江山”。</p><p><a href=\"https://laohu8.com/S/300496\">中科创达</a>（300496.SZ）：旗下子公司创思远达Ainergy推出了面向嵌入式WiFi+BLE芯片的鸿蒙操作系统发行版。</p><p>九联科技（688609.SH）：公司已成立鸿蒙实验室，围绕智慧城市、智慧教育、智慧客厅等多场景多领域的鸿蒙全场景系列产品进行开发，同时公司积极参与鸿蒙生态链的相关产学研合作，与国内多所高校建立了鸿蒙领域的课程开发和联合创新合作。</p><p><strong>2. 鸿蒙应用——</strong></p><p><a href=\"https://laohu8.com/S/301270\">汉仪股份</a>（301270.SZ）：公司为华为设计开发了鸿蒙系统字体，采用的是定制开发方式。</p><p><a href=\"https://laohu8.com/S/000158\">常山北明</a>（000158.SZ）：公司旗下北明软件与鸿蒙系统有合作，是华为重要的核心战略合作伙伴。</p><p><a href=\"https://laohu8.com/S/300352\">北信源</a>（300352.SZ）：公司核心技术可应用于华为鸿蒙系统，进行高安全产品级别合作，公司与华为云就公司旗下安全通信产品信源密信及基于信源密信开发的多种通信云应用进行了深入合作适配。</p><p><strong>3. 鸿蒙智能座舱——</strong></p><p><a href=\"https://laohu8.com/S/002965\">祥鑫科技</a>（002965.SZ）：公司在互动平台表示，H客户是公司的重要战略客户，公司已为其配套供应通信、数据中心、智能汽车、光伏逆变器及储能等产品。</p><p><a href=\"https://laohu8.com/S/002609\">捷顺科技</a>（002609.SZ）：捷停车“找车位”能力通过华为鸿蒙系统已在AITO问界M5、M7车型上应用，其中小艺“查车位”服务的点击率在智能座舱的排名前列，其可为AITO车主提供便捷智慧停车服务。</p><p><a href=\"https://laohu8.com/S/600699\">均胜电子</a>（600699.SH）：公司已于2021年就与华为在智能座舱领域展开深入合作，双方共同推进基于鸿蒙操作系统座舱产品的研发、生产与销售。公司与华为问界相关车型在智能座舱域控产品上有业务合作。</p><p><a href=\"https://laohu8.com/S/002906\">华阳集团</a>（002906.SZ）：公司智能座舱域控产品已获得长安、长城、奇瑞、北汽、宇通、<a href=\"https://laohu8.com/S/000951\">中国重汽</a>等客户的十多个项目，公司车机搭载华为HiCar应用已完成适配，将在奇瑞车型上量产。</p></body></html>","source":"finet_stock","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>国产操作系统崛起，鸿蒙板块集体大涨！</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国产操作系统崛起，鸿蒙板块集体大涨！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-13 19:31 北京时间 <a href=https://www.finet.hk/newscenter/news_content/655208ffbde0b375aabeae73><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月13日，市场成交萎靡，鸿蒙板块却集体大涨。其中，软通动力（301236.SZ）、九联科技（688609.SH）涨20%，测绘股份（300826.SZ）涨近12%，达华智能（002512.SZ）涨10%，中文在线（300364.SZ）涨超9%，润和软件（300339.SZ）涨7.29%，常山北明（000158.SZ）涨6.16%。鸿蒙大放异彩，国产操作系统可期由于安卓版本与鸿蒙将不再兼容，近期...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/655208ffbde0b375aabeae73\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.finet.hk/photoLib/title/202311_1/b21e5cab-c0f0-42d2-8a60-f29f232d6fac.png","relate_stocks":{"300339":"润和软件","300352":"ST信源","300364":"中文在线","300496":"中科创达","300826":"测绘股份","301236":"软通动力","301270":"汉仪股份","600699":"均胜电子","688609":"九联科技","BK0132":"高送转概念","BK0076":"特斯拉","BK0231":"软件信息","BK0061":"机器人","BK0130":"工业4.0","BK0090":"移动互联网","BK1526":"科网股","BK0256":"金属制品","BK0065":"智能汽车","BK0043":"网络安全","BK0091":"移动支付","BK0221":"专业技术","002965":"祥鑫科技","BK0058":"智慧城市","BK0088":"京津冀一体化","BK0098":"文化传媒概念","BK0174":"增持","BK0128":"无人机","BK0087":"IP流量变现","BK0041":"安防监控","002512":"ST达华","00354":"中国软件国际","BK0196":"行业龙头","BK0268":"新闻出版","002609":"捷顺科技","002906":"华阳集团","BK0108":"虚拟现实","BK0036":"汽车后市场","BK1586":"云计算","BK0264":"汽车制造","BK0214":"IT设备","000158":"常山北明","LU0140636845.USD":"施罗德大中华区股票A Acc","BK1589":"北水核心资产","BK0188":"融资融券","BK0077":"质押式回购","BK0187":"一线龙头","BK1155":"信息科技咨询与其它服务","BK0028":"国家队","BK0197":"中小创蓝筹","BK0201":"可转债"},"source_url":"https://www.finet.hk/newscenter/news_content/655208ffbde0b375aabeae73","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2383084035","content_text":"11月13日，市场成交萎靡，鸿蒙板块却集体大涨。其中，软通动力（301236.SZ）、九联科技（688609.SH）涨20%，测绘股份（300826.SZ）涨近12%，达华智能（002512.SZ）涨10%，中文在线（300364.SZ）涨超9%，润和软件（300339.SZ）涨7.29%，常山北明（000158.SZ）涨6.16%。鸿蒙大放异彩，国产操作系统可期由于安卓版本与鸿蒙将不再兼容，近期，网易、美团等多家互联网公司发布和鸿蒙系统有关岗位招聘，以加快推进鸿蒙原生应用开发转型。据悉，相关“鸿蒙基建工程师”岗位月薪在4万元到6万元之间，年薪大约60万左右，可谓炙手可热。根据统计，华为正加快软、硬、边、端、云等全面融合，鲲鹏、升腾生态已汇聚超过440万开发者，合作伙伴超过6000家，解决方案认证超过17000个，并建设72个产教融合的人才基地。可以看到，来自各领域的合作伙伴正加速融入鸿蒙产业链，形成良性的生态系统。近期关于鸿蒙的利好消息不断。11月4日，第二届开放原子开源基金会OpenHarmony技术大会即将在北京开幕，大会由华为、润开鸿、九联开鸿、软通动力、深开鸿等多方合作支持。11月9日，华为智选车业务首款轿车——与奇瑞联合打造的“智界S7”开启预售，该车是首款搭载鸿蒙智能座舱4.0的车型。同日，鸿蒙智行联盟也正式成立。鸿蒙智行也即鸿蒙智能座舱的内核，其实就是鸿蒙操作系统在车领域的延伸，可以为智能驾驶提供统一、开放的操作系统平台，无论是汽车厂商还是自动驾驶技术公司，都可以在这个平台上进行开发和应用。目前“鸿蒙智行”在各大社交平台官方账号均已开通。一系列的动作如捷报般传来，随着鸿蒙OS硬件及软件生态初步完善，车机一体化正在成为现实。鸿蒙从最开始一些人的“不抱希望”，到现在的“不负众望”，其发展历程也是国产操作系统的崛起历程。2019年8月份，华为正式发布自研操作系统鸿蒙OS，兼容安卓App，主要用于荣耀智慧屏/智慧屏Pro。2021年6月份，鸿蒙OS2正式发布，将原本仅应用于智慧屏的鸿蒙系统搬上了手机、平板，多种设备间能够实现硬件互助和资源共享，当年年末鸿蒙设备数成功突破2.2亿。2022年7月份，华为召开鸿蒙OS3及华为全场景新品发布会，鸿蒙OS3如期发布，彼时余承东公布：华为鸿蒙设备数突破3亿。今年8月份，鸿蒙OS4正式发布，鸿蒙生态设备数量突破7亿。截止今年9月份，鸿蒙OS4升级用户达上千万。和安卓、iOS相比，鸿蒙早已不仅是一个手机操作系统，更是一个面向万物互联的操作系统。手机、电视、平板、汽车等终端只要搭载鸿蒙系统，软件在不同平台之间都可以适配，不再需要单独开发，通信专家项立刚把鸿蒙称为“下一代操作系统”。产业链投资机遇梳理从产业层面看，鸿蒙确实有望引领国产软件、硬件迈向新台阶，以鸿蒙为支点，国内厂商有望彻底摆脱对国外基础软件的依赖。伴随整个生态逐步推进，相关公司在产业链中分得一杯羹。财华社根据公开资料，梳理相关投资机遇如下——1. 鸿蒙OS——润和软件（300339.SZ）：公司与华为建立了长期深度的合作关系，是OpenHarmony（开放鸿蒙）发起单位之一、华为HarmonyOS生态共建者、海思芯片及IoT战略合作伙伴。软通动力（301236.SZ）：公司深入参与到鸿蒙生态的共建中，在研发、应用、生态、可持续发展等维度全线出击，软硬件结合，全场景助力鸿蒙生态。中国软件国际（00354.HK）：公司是华为“同舟共济”战略合作伙伴。公司深度参与华为消费者终端、鸿蒙、AI大模型、MetaERP等核心业务，通过多年合作，华为业务已经成为公司营收的“半壁江山”。中科创达（300496.SZ）：旗下子公司创思远达Ainergy推出了面向嵌入式WiFi+BLE芯片的鸿蒙操作系统发行版。九联科技（688609.SH）：公司已成立鸿蒙实验室，围绕智慧城市、智慧教育、智慧客厅等多场景多领域的鸿蒙全场景系列产品进行开发，同时公司积极参与鸿蒙生态链的相关产学研合作，与国内多所高校建立了鸿蒙领域的课程开发和联合创新合作。2. 鸿蒙应用——汉仪股份（301270.SZ）：公司为华为设计开发了鸿蒙系统字体，采用的是定制开发方式。常山北明（000158.SZ）：公司旗下北明软件与鸿蒙系统有合作，是华为重要的核心战略合作伙伴。北信源（300352.SZ）：公司核心技术可应用于华为鸿蒙系统，进行高安全产品级别合作，公司与华为云就公司旗下安全通信产品信源密信及基于信源密信开发的多种通信云应用进行了深入合作适配。3. 鸿蒙智能座舱——祥鑫科技（002965.SZ）：公司在互动平台表示，H客户是公司的重要战略客户，公司已为其配套供应通信、数据中心、智能汽车、光伏逆变器及储能等产品。捷顺科技（002609.SZ）：捷停车“找车位”能力通过华为鸿蒙系统已在AITO问界M5、M7车型上应用，其中小艺“查车位”服务的点击率在智能座舱的排名前列，其可为AITO车主提供便捷智慧停车服务。均胜电子（600699.SH）：公司已于2021年就与华为在智能座舱领域展开深入合作，双方共同推进基于鸿蒙操作系统座舱产品的研发、生产与销售。公司与华为问界相关车型在智能座舱域控产品上有业务合作。华阳集团（002906.SZ）：公司智能座舱域控产品已获得长安、长城、奇瑞、北汽、宇通、中国重汽等客户的十多个项目，公司车机搭载华为HiCar应用已完成适配，将在奇瑞车型上量产。","news_type":1,"symbols_score_info":{"300339":1,"300352":1,"300364":1,"300496":1,"300826":1,"301236":1,"301270":1,"600699":1,"688609":1,"000158":1,"002965":1,"002512":1,"00354":1,"002906":1,"002609":1}},"isVote":1,"tweetType":1,"viewCount":2935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":205311272456320,"gmtCreate":1691134167405,"gmtModify":1691135521344,"author":{"id":"3492145077103657","authorId":"3492145077103657","name":"钢筋铁骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492145077103657","authorIdStr":"3492145077103657"},"themes":[],"title":"","htmlText":"哪儿有行业？全国垄断的杀铂一巨头","listText":"哪儿有行业？全国垄断的杀铂一巨头","text":"哪儿有行业？全国垄断的杀铂一巨头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205311272456320","repostId":"2356109660","repostType":2,"repost":{"id":"2356109660","kind":"news","pubTimestamp":1691114889,"share":"https://www.laohu8.com/m/news/2356109660?lang=zh_CN&edition=full","pubTime":"2023-08-04 10:08","market":"hk","language":"zh","title":"中金：维持中国铁塔(00788.HK)“跑赢行业”评级 目标价1.2港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2356109660","media":"智通财经","summary":"智通财经APP获悉，中金发布研究报告称，维持 中国铁塔 (00788.HK)“跑赢行业”评级，考虑到上半年费用控制良好，维持2023/24年收入预测不变，下调2023/24年维护费用，上调2023/24年盈利预测3%/3%至94.7亿/107.2亿元，目标价1.2港元。公司1H23收入464.6亿元，归母净利润48.4亿元，同比+14.6%。收入符合预期，1H23维护费用等成本费用低于该行此前预期，利润表现超出该行预期。","content":"<html><body><article><p>智通财经APP获悉，中金发布研究报告称，维持 <a href=\"https://laohu8.com/S/00788\">中国铁塔</a> (00788.HK)“跑赢行业”评级，考虑到上半年费用控制良好，维持2023/24年收入预测不变，下调2023/24年维护费用，上调2023/24年盈利预测3%/3%至94.7亿/107.2亿元，目标价1.2港元。公司1H23收入464.6亿元，归母<span>净利润</span>48.4亿元，同比+14.6%。收入符合预期，1H23维护费用等成本费用低于该行此前预期，利润表现超出该行预期。</p></article></body></html>","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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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202308041020278267d31d&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中金发布研究报告称，维持 中国铁塔 (00788.HK)“跑赢行业”评级，考虑到上半年费用控制良好，维持2023/24年收入预测不变，下调2023/24年维护费用，上调2023/24年盈利预测3%/3%至94.7亿/107.2亿元，目标价1.2港元。公司1H23收入464.6亿元，归母净利润48.4亿元，同比+14.6%。收入符合预期，1H23维护费用等成本费用低于该行此前预期...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202308041020278267d31d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00788":"中国铁塔"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202308041020278267d31d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2356109660","content_text":"智通财经APP获悉，中金发布研究报告称，维持 中国铁塔 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16:35","market":"hk","language":"zh","title":"中国铁塔(00788.HK)拟8月3日举行董事会会议批准中期业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2352159018","media":"格隆汇资讯","summary":"格隆汇7月20日丨中国铁塔(00788.HK)发布公告，董事会将于2023年8月3日(星期四)举行公司董事会会议，旨在(其中包括)批准公司及其附属公司截至2023年6月30日止六个月的中期业绩及考虑派发中期股息(如有)。","content":"<html><body><article><p>格隆汇7月20日丨<a href=\"https://laohu8.com/S/00788\">中国铁塔</a>(00788.HK)发布公告，董事会将于2023年8月3日(星期四)举行公司董事会会议，旨在(其中包括)批准公司及其附属公司截至2023年6月30日止六个月的中期业绩及考虑派发中期股息(如有)。</p></article></body></html>","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\" 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>中国铁塔(00788.HK)拟8月3日举行董事会会议批准中期业绩</title>\n<style 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}\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中国铁塔(00788.HK)拟8月3日举行董事会会议批准中期业绩\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-20 16:35 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023072016352182436399&s=b><strong>格隆汇资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇7月20日丨中国铁塔(00788.HK)发布公告，董事会将于2023年8月3日(星期四)举行公司董事会会议，旨在(其中包括)批准公司及其附属公司截至2023年6月30日止六个月的中期业绩及考虑派发中期股息(如有)。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023072016352182436399&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1529":"电讯设备","BK1133":"综合电信业务","00788":"中国铁塔","BK1583":"高瓴概念","BK1589":"北水核心资产","BK1521":"挪威政府全球养老基金持仓","BK1506":"5G概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023072016352182436399&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2352159018","content_text":"格隆汇7月20日丨中国铁塔(00788.HK)发布公告，董事会将于2023年8月3日(星期四)举行公司董事会会议，旨在(其中包括)批准公司及其附属公司截至2023年6月30日止六个月的中期业绩及考虑派发中期股息(如有)。","news_type":1,"symbols_score_info":{"00788":1}},"isVote":1,"tweetType":1,"viewCount":3867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651518736,"gmtCreate":1681957621326,"gmtModify":1681957622898,"author":{"id":"3492145077103657","authorId":"3492145077103657","name":"钢筋铁骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492145077103657","authorIdStr":"3492145077103657"},"themes":[],"title":"","htmlText":"就是不涨","listText":"就是不涨","text":"就是不涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651518736","repostId":"2328765790","repostType":2,"isVote":1,"tweetType":1,"viewCount":3399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620314255,"gmtCreate":1669365400678,"gmtModify":1669365402214,"author":{"id":"3492145077103657","authorId":"3492145077103657","name":"钢筋铁骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492145077103657","authorIdStr":"3492145077103657"},"themes":[],"title":"","htmlText":"我出了大力","listText":"我出了大力","text":"我出了大力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620314255","repostId":"1154075993","repostType":2,"repost":{"id":"1154075993","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":1669365126,"share":"https://www.laohu8.com/m/news/1154075993?lang=zh_CN&edition=full","pubTime":"2022-11-25 16:32","market":"other","language":"zh","title":"美团Q3营收626.2亿元，同比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=1154075993","media":"老虎资讯综合","summary":"11月25日，美团-W2022年第三季度业绩。财报显示，第三季度营收626.2亿元，市场预期617.85亿元，去年同期488.3亿元；净利润12.168亿元，市场预期净亏损10.83亿元，去年同期净亏","content":"<html><head></head><body><p>11月25日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>2022年第三季度业绩。财报显示，第三季度营收626.2亿元，市场预期617.85亿元，去年同期488.3亿元；净利润12.168亿元，市场预期净亏损10.83亿元，去年同期净亏损99.9亿元。</p><p><img src=\"https://static.tigerbbs.com/a2b54324dc8c4d7c53dfa5ad8930ed7c\" tg-width=\"1101\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/></p><p>第三季度经调整EBITDA及经调整溢利净额分别为48亿元及35亿元，由2021年同期扭亏为盈并环比显着提升。</p><p>于2022年第三季度的经营溢利及经营利润率分别为9.882亿元及1.6%，而于2021年同期的经营亏损及经营亏损率分别为101亿元及20.7%。</p><p><b>核心本地商业：</b></p><p>财报显示，2022年第三季度，美团核心本地商业分部收入由2021年第三季度的372亿元增长24.6%至2022年同期的463亿元；经营溢利由2021年第三季度的人民币42亿元增长124.6%至2022年同期的人民币93亿元，经营利润率提高至20.1%。</p><p>（注：美团核心本地商业，主要包括原有的餐饮外卖和到店、酒店及旅游分部，还有美团闪购、民宿以及交通票务）</p><p><b>新业务：</b></p><p>财报显示，美团新业务分部的收入2021年第三季度的人民币117亿元增长39.7%至2022年同期的人民币163亿元；经营亏损环比略微收窄至人民币68亿元，而经营亏损率改善至41.6%，</p><p><b>其他方面：</b></p><p>美团研发开支由2021年第三季度的人民币47亿元增加至2022年同期的人民币54亿元，占收入百分比则由9.7%同比下降1.1个百分点至8.6%。</p><p>美团一般及行政开支由2021年第三季度的人民币24亿元增加至2022年同期的人民币25亿元，占收入百分比由4.9%同比下降0.9个百分点至4.0%。</p><p>截至2022年9月30日，美团持有的现金及现金等价物及短期理财投资分别为人民币233亿元及人民币883亿元</p><p><b>美团和腾讯将维持互惠共赢的商业合作关系，延续现有的战略合作协议</b></p><p>美团发布公告，鉴于腾讯根据建议计划拟向其股东分配约958,121,562股美团B类股份（相当于腾讯持有的美团B类股份约90.9%）从而导致腾讯于本公司的持股拟变化，于2022年11月16日，本公司宣布刘炽平先生已辞任其非执行董事一职，并立即生效。紧随实物分配完成，并经任何必要的调整后，腾讯的相关合资格股东将收到本公司若干股份。美团和腾讯将维持互惠共赢的商业合作关系，包括延续现有的战略合作协议。</p></body></html>","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>美团Q3营收626.2亿元，同比扭亏为盈</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美团Q3营收626.2亿元，同比扭亏为盈\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2022-11-25 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月25日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>2022年第三季度业绩。财报显示，第三季度营收626.2亿元，市场预期617.85亿元，去年同期488.3亿元；净利润12.168亿元，市场预期净亏损10.83亿元，去年同期净亏损99.9亿元。</p><p><img src=\"https://static.tigerbbs.com/a2b54324dc8c4d7c53dfa5ad8930ed7c\" tg-width=\"1101\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/></p><p>第三季度经调整EBITDA及经调整溢利净额分别为48亿元及35亿元，由2021年同期扭亏为盈并环比显着提升。</p><p>于2022年第三季度的经营溢利及经营利润率分别为9.882亿元及1.6%，而于2021年同期的经营亏损及经营亏损率分别为101亿元及20.7%。</p><p><b>核心本地商业：</b></p><p>财报显示，2022年第三季度，美团核心本地商业分部收入由2021年第三季度的372亿元增长24.6%至2022年同期的463亿元；经营溢利由2021年第三季度的人民币42亿元增长124.6%至2022年同期的人民币93亿元，经营利润率提高至20.1%。</p><p>（注：美团核心本地商业，主要包括原有的餐饮外卖和到店、酒店及旅游分部，还有美团闪购、民宿以及交通票务）</p><p><b>新业务：</b></p><p>财报显示，美团新业务分部的收入2021年第三季度的人民币117亿元增长39.7%至2022年同期的人民币163亿元；经营亏损环比略微收窄至人民币68亿元，而经营亏损率改善至41.6%，</p><p><b>其他方面：</b></p><p>美团研发开支由2021年第三季度的人民币47亿元增加至2022年同期的人民币54亿元，占收入百分比则由9.7%同比下降1.1个百分点至8.6%。</p><p>美团一般及行政开支由2021年第三季度的人民币24亿元增加至2022年同期的人民币25亿元，占收入百分比由4.9%同比下降0.9个百分点至4.0%。</p><p>截至2022年9月30日，美团持有的现金及现金等价物及短期理财投资分别为人民币233亿元及人民币883亿元</p><p><b>美团和腾讯将维持互惠共赢的商业合作关系，延续现有的战略合作协议</b></p><p>美团发布公告，鉴于腾讯根据建议计划拟向其股东分配约958,121,562股美团B类股份（相当于腾讯持有的美团B类股份约90.9%）从而导致腾讯于本公司的持股拟变化，于2022年11月16日，本公司宣布刘炽平先生已辞任其非执行董事一职，并立即生效。紧随实物分配完成，并经任何必要的调整后，腾讯的相关合资格股东将收到本公司若干股份。美团和腾讯将维持互惠共赢的商业合作关系，包括延续现有的战略合作协议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce5ccb69b0c9bc5acc5f2a0a9bb7e638","relate_stocks":{"SG9999002828.SGD":"Eastspring 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ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154075993","content_text":"11月25日，美团-W2022年第三季度业绩。财报显示，第三季度营收626.2亿元，市场预期617.85亿元，去年同期488.3亿元；净利润12.168亿元，市场预期净亏损10.83亿元，去年同期净亏损99.9亿元。第三季度经调整EBITDA及经调整溢利净额分别为48亿元及35亿元，由2021年同期扭亏为盈并环比显着提升。于2022年第三季度的经营溢利及经营利润率分别为9.882亿元及1.6%，而于2021年同期的经营亏损及经营亏损率分别为101亿元及20.7%。核心本地商业：财报显示，2022年第三季度，美团核心本地商业分部收入由2021年第三季度的372亿元增长24.6%至2022年同期的463亿元；经营溢利由2021年第三季度的人民币42亿元增长124.6%至2022年同期的人民币93亿元，经营利润率提高至20.1%。（注：美团核心本地商业，主要包括原有的餐饮外卖和到店、酒店及旅游分部，还有美团闪购、民宿以及交通票务）新业务：财报显示，美团新业务分部的收入2021年第三季度的人民币117亿元增长39.7%至2022年同期的人民币163亿元；经营亏损环比略微收窄至人民币68亿元，而经营亏损率改善至41.6%，其他方面：美团研发开支由2021年第三季度的人民币47亿元增加至2022年同期的人民币54亿元，占收入百分比则由9.7%同比下降1.1个百分点至8.6%。美团一般及行政开支由2021年第三季度的人民币24亿元增加至2022年同期的人民币25亿元，占收入百分比由4.9%同比下降0.9个百分点至4.0%。截至2022年9月30日，美团持有的现金及现金等价物及短期理财投资分别为人民币233亿元及人民币883亿元美团和腾讯将维持互惠共赢的商业合作关系，延续现有的战略合作协议美团发布公告，鉴于腾讯根据建议计划拟向其股东分配约958,121,562股美团B类股份（相当于腾讯持有的美团B类股份约90.9%）从而导致腾讯于本公司的持股拟变化，于2022年11月16日，本公司宣布刘炽平先生已辞任其非执行董事一职，并立即生效。紧随实物分配完成，并经任何必要的调整后，腾讯的相关合资格股东将收到本公司若干股份。美团和腾讯将维持互惠共赢的商业合作关系，包括延续现有的战略合作协议。","news_type":1,"symbols_score_info":{"03690":0.9}},"isVote":1,"tweetType":1,"viewCount":2362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":945936580,"gmtCreate":1596419265940,"gmtModify":1704212077144,"author":{"id":"3492145077103657","authorId":"3492145077103657","name":"钢筋铁骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492145077103657","authorIdStr":"3492145077103657"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/002512\">$达华智能(002512)$</a>垃圾股票，割肉走人","listText":"<a href=\"https://laohu8.com/S/002512\">$达华智能(002512)$</a>垃圾股票，割肉走人","text":"$达华智能(002512)$垃圾股票，割肉走人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/945936580","isVote":1,"tweetType":1,"viewCount":3623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":955927820,"gmtCreate":1592291243560,"gmtModify":1704198637353,"author":{"id":"3492145077103657","authorId":"3492145077103657","name":"钢筋铁骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492145077103657","authorIdStr":"3492145077103657"},"themes":[],"title":"","htmlText":"垃圾股票","listText":"垃圾股票","text":"垃圾股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/955927820","repostId":"2042046176","repostType":2,"repost":{"id":"2042046176","kind":"news","pubTimestamp":1591670145,"share":"https://www.laohu8.com/m/news/2042046176?lang=zh_CN&edition=full","pubTime":"2020-06-09 10:35","market":"sh","language":"zh","title":"公司实控人所持股份被冻结 达华智能收深交所年报问询函","url":"https://stock-news.laohu8.com/highlight/detail?id=2042046176","media":"资本邦","summary":"6月9日，资本邦获悉，达华智能(002512.SZ)收深交所年报问询函。深交所要求公司就以下事项加以说明或者补充披露：1、本年公司转让润兴融资租赁有限公司(以下简称“润兴租赁”)40%股权产生投资收益","content":"<html><body><article><p>6月9日，资本邦获悉，<strong><a href=\"https://laohu8.com/S/002512\">达华智能</a></strong>(002512.SZ)收深交所年报问询函。深交所要求公司就以下事项加以说明或者补充披露：</p><p>1、本年公司转让润兴融资租赁有限公司(以下简称“润兴租赁”)40%股权产生投资收益合计1.38亿元;截至2019年末，公司应收关联方珠海晟则投资管理中心(有限合伙)(以下简称“珠海晟则”)股权转让款账面余额为5.59亿元，占公司2019年经审计净资产的42.6%，已计提坏账准备4,752.81万元。要求说明：</p><p>上述股权转让款的期后回款情况，公司在大部分现金对价尚未收回的情形下，于本年度全额确认投资收益的合理性，是否谨慎; 股权转让的资产交割情况，说明相关风险报酬是否转移，投资收益的计算过程、确认时点、确认依据、会计处理过程以及是否符合《企业会计准则》的规定; 分析说明珠海晟则的履约能力，坏账准备计提的充分性，公司已采取和拟采取保障收回款项的具体措施; 要求公司自查珠海晟则股权转让的交易对手方与公司实际控制人及关联方之间是否存在关联关系，上述股权转让款是否实质上构成关联方资金占用。要求年审会计师就上述事项发表明确意见。</p><p>2、2019年度和2020年第一季度，公司对所持广东南方新媒体股份有限公司股票分别确认公允价值变动收益5.18亿元、1.24亿元。要求说明公司股票投资的具体情况，包括但不限于投资目的、投资时间、计入的会计科目及相关依据等，公允价值变动收益的计算依据及计算过程，相关会计处理是否符合《企业会计准则》的规定，自查并说明股票投资事项是否履行必要的审议程序和信息披露义务。要求年审会计师发表明确意见。</p><p>3、报告期内，公司实现营业收入22.83亿元，同比下降20.43%;实现归属于上市公司股东的扣除非经常性损益的净利润(以下简称“扣非后净利润”)-6.22亿元，同比减少64.28%，第四季度扣非后净利润为-5.53亿元。要求结合产品售价及订单情况按产品逐项说明营业收入下滑的原因及合理性，第四季度产生大额亏损的具体原因，公司已采取及拟采取改善经营业绩的应对措施。</p><p>4、报告期内，公司电视机主板产品实现营业收入18.14亿元，同比减少16.92%;当年销售量为1,754.44万PCS，同比减少4.55%;当年产品毛利率为12.88%，较上年增加近5个百分点。要求说明以下事项并要求年审会计师发表明确意见： 结合公司主要产品类型和客户情况说明行业同类产品当前的竞争态势、产品价格区间及公司产品定位、市场份额，主要客户、销售模式及收入确认依据，并结合产品类型、销售订单及售价情况说明公司电视机主板产品营业收入下滑幅度大于销售量下降幅度的具体原因及合理性; 产品营业成本构成，包括但不限于成本类别、金额及占比，主要供应商、采购模式及采购价格波动情况，并结合成本驱动因素变化情况说明营业成本大幅下滑的具体原因; 量化分析电视机主板业务营业收入大幅下滑情况下，毛利率增长的原因及合理性，结合会计核算过程说明成本归集的完整性、成本分类的准确性和成本结转的充分性。</p><p>5、公司2018年营业利润为-17.67亿元，2019年营业利润为8,377.5万元，如扣除公允价值变动净收益的影响后，当年营业利润为-4.14亿元。要求结合行业情况及公司业务开展情况说明主营业务产生的利润连续为负的主要原因，并说明公司所属行业经营环境是否发生重大不利变化。</p><p>6、报告期内，公司发生管理费用合计2.41亿元，占营业收入的比例为10.57%，其中，咨询服务费和技术指导费分别为3,034.84万元、1,537.8万元。要求说明咨询服务费、技术指导费的具体用途及核算过程，并补充披露同行业可比公司管理费用率水平，结合公司管理费用的构成分析管理费用率与同行业可比公司管理费用率水平是否存在差异，如存在，要求说明产生差异的原因及合理性。要求年审会计师发表明确意见。</p><p>7、报告期末，公司应收账款余额为6.05亿元，占比营业收入的26.52%;本期按单项计提和按组合计提的应收账款坏账准备金额分别为4,192.59万元、361.73万元。要求说明以下问题并要求年审会计师发表明确意见： 结合业务模式、同行业公司情况等说明公司应收账款规模较大且占营业收入比例较高的原因; 结合以往年度及本年度的单项计提事项说明每笔计提的明细情况，本期计提的依据、是否符合一致性原则、是否存在跨期情形。</p><p>8、报告期末，公司无形资产余额为5.11亿元，同比减少11.15%，其中，特许经营权合计3.73亿元，专有技术合计7,720.73万元;本期对专有技术、特许经营权计提无形资产减值准备，计提金额分别为5,128.54万元和687.49万元。要求说明无形资产减值准备计提的依据、主要假设、参数及选取的合理性、减值测算的具体过程，减值准备计提金额的充分性和合理性，会计处理是否符合《企业会计准则》的规定。要求年审会计师说明执行的审计程序和实施结果，并就上述问题发表明确意见。</p><p>9、报告期末，公司长期股权投资余额为2.47亿元，同比减少83.1%，其中，2条卫星轨位的特许经营权合计1.79亿元;本期计提减值准备合计290.84万元，对卡友支付服务有限公司(以下简称“卡友支付”)的长期股权投资确认其他减少合计1.26亿元。要求说明以下问题并要求年审会计师发表明确意见： 公司卫星通信业务的在手订单及项目开展情况，本报告期经营业绩，对应特许经营权的市场价格及估值情况，并结合减值测试过程说明公司认为无需计提相关资产减值准备的原因及合理性; 2019年12月3日公司披露公告称，公司与南京铭朋信息科技有限公司就转让卡友支付股权的仲裁案件达成和解，并签署《和解协议》;2019年末，公司其他非流动负债—卡友支付和解余额为3.91亿元。要求说明上述款项的确认依据及支付安排，和解款计提金额是否充分、合理，以及公司确认卡友支付长期股权投资减少的依据及计算过程，相关会计处理是否符合《企业会计准则》的规定。</p><p>10、报告期末，公司应付账款余额为6.46亿元，较上年末增长35.46%，其中应付货款6.26亿元。要求说明应付账款增长的具体原因及合理性，是否与公司采购规模、营业成本相配比，截至本问询函发出日的期后付款情况，并结合公司现金流状况分析说明短期偿债能力。</p><p>11、报告期末，公司其他非流动资产余额为5.12亿元，较上年末增长88.67%，主要为购买资产及投资款。要求说明其他非流动资产增长的具体原因，上述余额形成的背景、发生时间、对应的交易内容，公司与交易对方是否存在关联关系，相关会计处理以及是否符合《企业会计准则》的规定。</p><p>12、报告期末，公司货币资金余额为4.29亿元，占资产总额的比重为7.84%，包括短期借款、一年内到期的非流动负债、长期借款在内的有息负债余额为21.54亿元，占负债总额的比重为52.02%;本期发生利息支出合计2.2亿元。要求补充披露公司货币资金收益及银行授信情况，并结合资金需求、负债成本、同行业公司情况说明公司资本结构的合理性，量化分析公司的债务偿还能力，可能面临的财务风险及应对的具体措施。</p><p>13、自2019年1月1日，公司执行新金融工具准则，对部分科目进行调整后，应收款项融资期初余额为1.24亿元，其他非流动金融资产期初余额为 3.22 亿元，其他权益工具投资期初余额为2,962.14万元。要求说明原金融工具准则下的各类资产重分类为新金融工具准则下各类资产的具体确定方法，分类是否符合新金融工具准则的规定，相关会计政策变更对公司财务状况的影响。要求年审会计师发表明确意见。</p><p>14、报告期末，公司受限资产金额合计16.72亿元，主要包括其他非流动金融资产8.24亿元、其他应收款5.59亿元。要求逐项说明资产权利受限的具体情况，对公司生产经营的影响及具体应对措施，自查并说明公司是否及时履行信息披露义务。</p><p>15、报告期末，公司控股股东、实际控制人蔡小如持有公司股份合计2.58亿股，其中质押股份数量为2.42亿股，所持股份全部被冻结。要求核实蔡小如质押公司股份是否存在平仓风险以及针对平仓风险拟采取的应对措施，股权被冻结事项的解决措施及预计解决时间，上述股份被质押平仓或司法强制过户的风险及对公司控制权稳定性产生的影响。</p></article></body></html>","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\" 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>公司实控人所持股份被冻结 达华智能收深交所年报问询函</title>\n<style 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}\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公司实控人所持股份被冻结 达华智能收深交所年报问询函\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-09 10:35 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202006091035457a7c1108&s=b><strong>资本邦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月9日，资本邦获悉，达华智能(002512.SZ)收深交所年报问询函。深交所要求公司就以下事项加以说明或者补充披露：1、本年公司转让润兴融资租赁有限公司(以下简称“润兴租赁”)40%股权产生投资收益合计1.38亿元;截至2019年末，公司应收关联方珠海晟则投资管理中心(有限合伙)(以下简称“珠海晟则”)股权转让款账面余额为5.59亿元，占公司2019年经审计净资产的42.6%，已计提坏账准备4,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202006091035457a7c1108&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/60ffa9c348f2ccdef831ec338d80994f","relate_stocks":{"002512":"ST达华"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202006091035457a7c1108&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2042046176","content_text":"6月9日，资本邦获悉，达华智能(002512.SZ)收深交所年报问询函。深交所要求公司就以下事项加以说明或者补充披露：1、本年公司转让润兴融资租赁有限公司(以下简称“润兴租赁”)40%股权产生投资收益合计1.38亿元;截至2019年末，公司应收关联方珠海晟则投资管理中心(有限合伙)(以下简称“珠海晟则”)股权转让款账面余额为5.59亿元，占公司2019年经审计净资产的42.6%，已计提坏账准备4,752.81万元。要求说明：上述股权转让款的期后回款情况，公司在大部分现金对价尚未收回的情形下，于本年度全额确认投资收益的合理性，是否谨慎; 股权转让的资产交割情况，说明相关风险报酬是否转移，投资收益的计算过程、确认时点、确认依据、会计处理过程以及是否符合《企业会计准则》的规定; 分析说明珠海晟则的履约能力，坏账准备计提的充分性，公司已采取和拟采取保障收回款项的具体措施; 要求公司自查珠海晟则股权转让的交易对手方与公司实际控制人及关联方之间是否存在关联关系，上述股权转让款是否实质上构成关联方资金占用。要求年审会计师就上述事项发表明确意见。2、2019年度和2020年第一季度，公司对所持广东南方新媒体股份有限公司股票分别确认公允价值变动收益5.18亿元、1.24亿元。要求说明公司股票投资的具体情况，包括但不限于投资目的、投资时间、计入的会计科目及相关依据等，公允价值变动收益的计算依据及计算过程，相关会计处理是否符合《企业会计准则》的规定，自查并说明股票投资事项是否履行必要的审议程序和信息披露义务。要求年审会计师发表明确意见。3、报告期内，公司实现营业收入22.83亿元，同比下降20.43%;实现归属于上市公司股东的扣除非经常性损益的净利润(以下简称“扣非后净利润”)-6.22亿元，同比减少64.28%，第四季度扣非后净利润为-5.53亿元。要求结合产品售价及订单情况按产品逐项说明营业收入下滑的原因及合理性，第四季度产生大额亏损的具体原因，公司已采取及拟采取改善经营业绩的应对措施。4、报告期内，公司电视机主板产品实现营业收入18.14亿元，同比减少16.92%;当年销售量为1,754.44万PCS，同比减少4.55%;当年产品毛利率为12.88%，较上年增加近5个百分点。要求说明以下事项并要求年审会计师发表明确意见： 结合公司主要产品类型和客户情况说明行业同类产品当前的竞争态势、产品价格区间及公司产品定位、市场份额，主要客户、销售模式及收入确认依据，并结合产品类型、销售订单及售价情况说明公司电视机主板产品营业收入下滑幅度大于销售量下降幅度的具体原因及合理性; 产品营业成本构成，包括但不限于成本类别、金额及占比，主要供应商、采购模式及采购价格波动情况，并结合成本驱动因素变化情况说明营业成本大幅下滑的具体原因; 量化分析电视机主板业务营业收入大幅下滑情况下，毛利率增长的原因及合理性，结合会计核算过程说明成本归集的完整性、成本分类的准确性和成本结转的充分性。5、公司2018年营业利润为-17.67亿元，2019年营业利润为8,377.5万元，如扣除公允价值变动净收益的影响后，当年营业利润为-4.14亿元。要求结合行业情况及公司业务开展情况说明主营业务产生的利润连续为负的主要原因，并说明公司所属行业经营环境是否发生重大不利变化。6、报告期内，公司发生管理费用合计2.41亿元，占营业收入的比例为10.57%，其中，咨询服务费和技术指导费分别为3,034.84万元、1,537.8万元。要求说明咨询服务费、技术指导费的具体用途及核算过程，并补充披露同行业可比公司管理费用率水平，结合公司管理费用的构成分析管理费用率与同行业可比公司管理费用率水平是否存在差异，如存在，要求说明产生差异的原因及合理性。要求年审会计师发表明确意见。7、报告期末，公司应收账款余额为6.05亿元，占比营业收入的26.52%;本期按单项计提和按组合计提的应收账款坏账准备金额分别为4,192.59万元、361.73万元。要求说明以下问题并要求年审会计师发表明确意见： 结合业务模式、同行业公司情况等说明公司应收账款规模较大且占营业收入比例较高的原因; 结合以往年度及本年度的单项计提事项说明每笔计提的明细情况，本期计提的依据、是否符合一致性原则、是否存在跨期情形。8、报告期末，公司无形资产余额为5.11亿元，同比减少11.15%，其中，特许经营权合计3.73亿元，专有技术合计7,720.73万元;本期对专有技术、特许经营权计提无形资产减值准备，计提金额分别为5,128.54万元和687.49万元。要求说明无形资产减值准备计提的依据、主要假设、参数及选取的合理性、减值测算的具体过程，减值准备计提金额的充分性和合理性，会计处理是否符合《企业会计准则》的规定。要求年审会计师说明执行的审计程序和实施结果，并就上述问题发表明确意见。9、报告期末，公司长期股权投资余额为2.47亿元，同比减少83.1%，其中，2条卫星轨位的特许经营权合计1.79亿元;本期计提减值准备合计290.84万元，对卡友支付服务有限公司(以下简称“卡友支付”)的长期股权投资确认其他减少合计1.26亿元。要求说明以下问题并要求年审会计师发表明确意见： 公司卫星通信业务的在手订单及项目开展情况，本报告期经营业绩，对应特许经营权的市场价格及估值情况，并结合减值测试过程说明公司认为无需计提相关资产减值准备的原因及合理性; 2019年12月3日公司披露公告称，公司与南京铭朋信息科技有限公司就转让卡友支付股权的仲裁案件达成和解，并签署《和解协议》;2019年末，公司其他非流动负债—卡友支付和解余额为3.91亿元。要求说明上述款项的确认依据及支付安排，和解款计提金额是否充分、合理，以及公司确认卡友支付长期股权投资减少的依据及计算过程，相关会计处理是否符合《企业会计准则》的规定。10、报告期末，公司应付账款余额为6.46亿元，较上年末增长35.46%，其中应付货款6.26亿元。要求说明应付账款增长的具体原因及合理性，是否与公司采购规模、营业成本相配比，截至本问询函发出日的期后付款情况，并结合公司现金流状况分析说明短期偿债能力。11、报告期末，公司其他非流动资产余额为5.12亿元，较上年末增长88.67%，主要为购买资产及投资款。要求说明其他非流动资产增长的具体原因，上述余额形成的背景、发生时间、对应的交易内容，公司与交易对方是否存在关联关系，相关会计处理以及是否符合《企业会计准则》的规定。12、报告期末，公司货币资金余额为4.29亿元，占资产总额的比重为7.84%，包括短期借款、一年内到期的非流动负债、长期借款在内的有息负债余额为21.54亿元，占负债总额的比重为52.02%;本期发生利息支出合计2.2亿元。要求补充披露公司货币资金收益及银行授信情况，并结合资金需求、负债成本、同行业公司情况说明公司资本结构的合理性，量化分析公司的债务偿还能力，可能面临的财务风险及应对的具体措施。13、自2019年1月1日，公司执行新金融工具准则，对部分科目进行调整后，应收款项融资期初余额为1.24亿元，其他非流动金融资产期初余额为 3.22 亿元，其他权益工具投资期初余额为2,962.14万元。要求说明原金融工具准则下的各类资产重分类为新金融工具准则下各类资产的具体确定方法，分类是否符合新金融工具准则的规定，相关会计政策变更对公司财务状况的影响。要求年审会计师发表明确意见。14、报告期末，公司受限资产金额合计16.72亿元，主要包括其他非流动金融资产8.24亿元、其他应收款5.59亿元。要求逐项说明资产权利受限的具体情况，对公司生产经营的影响及具体应对措施，自查并说明公司是否及时履行信息披露义务。15、报告期末，公司控股股东、实际控制人蔡小如持有公司股份合计2.58亿股，其中质押股份数量为2.42亿股，所持股份全部被冻结。要求核实蔡小如质押公司股份是否存在平仓风险以及针对平仓风险拟采取的应对措施，股权被冻结事项的解决措施及预计解决时间，上述股份被质押平仓或司法强制过户的风险及对公司控制权稳定性产生的影响。","news_type":1,"symbols_score_info":{"002512":1}},"isVote":1,"tweetType":1,"viewCount":2440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":993966132,"gmtCreate":1563766730226,"gmtModify":1704705891163,"author":{"id":"3492145077103657","authorId":"3492145077103657","name":"钢筋铁骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492145077103657","authorIdStr":"3492145077103657"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 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09:13","market":"sh","language":"zh","title":"哈啰员工聚会踩踏青桔、美团单车引争议 官方回应来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2634201584","media":"市场资讯","summary":" 5月11日消息，近日，一张哈啰员工聚会的合影照片在各大社交平台广泛流传，画面中多名哈啰员工刻意踩踏、摆放倒地的青桔单车、美团单车，并集体比出竖大拇指手势拍照留念。 该照片流出后，迅速在网络上引发大量网友围观与争议。不少网友直言此类行为格局狭隘、缺乏职业素养，属于低级且不道德的竞争方式。","content":"<html><body><div>\n<p cms-style=\"font-L \"> 来源：TechWeb</p>\n<p cms-style=\"font-L\"> 【TechWeb】5月11日消息，近日，一张哈啰员工聚会的合影照片在各大社交平台广泛流传，画面中多名哈啰员工刻意踩踏、摆放倒地的青桔单车、美团单车，并集体比出竖大拇指手势拍照留念。</p>\n<p cms-style=\"font-L\"> 该照片流出后，迅速在网络上引发大量网友围观与争议。不少网友直言此类行为格局狭隘、缺乏职业素养，属于低级且不道德的竞争方式。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/156/w550h406/20260511/244c-dd5f97a645b3b8bc3c827007ac37e944.jpg\"/><span></span></div>\n<p cms-style=\"font-L\"> 针对此事，哈啰方面回应媒体称，“近日，社交平台流传的一张我司员工聚会照片，照片中的行为与哈啰一直倡导的价值观不符，不能代表哈啰员工的整体风貌。对此，我司已展开内部调查。哈啰始终尊重行业伙伴，倡导健康、理性的行业氛围。”</p>\n<p cms-style=\"font-L\"> 对于“内部调查”的下一步进展及具体整改计划，哈啰官方客服进一步表示，“这种行为确实非常不妥，这个事情是个别员工的错误做法，完全不符合公司的要求和价值，我们绝对不容忍。”并表示，“公司内部根据这个问题已经第一时间启动了内部调查，严肃依规处理了涉及人员，同时在全公司展开了职业道德与职业规范教育，杜绝类似问题再次发生。”</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：凌辰 </p>\n</div></body></html>","source":"sina","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>哈啰员工聚会踩踏青桔、美团单车引争议 官方回应来了</title>\n<style 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}\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哈啰员工聚会踩踏青桔、美团单车引争议 官方回应来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-11 09:13 北京时间 <a href=https://finance.sina.com.cn/roll/2026-05-11/doc-inhxnscp1996439.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：TechWeb\n 【TechWeb】5月11日消息，近日，一张哈啰员工聚会的合影照片在各大社交平台广泛流传，画面中多名哈啰员工刻意踩踏、摆放倒地的青桔单车、美团单车，并集体比出竖大拇指手势拍照留念。\n 该照片流出后，迅速在网络上引发大量网友围观与争议。不少网友直言此类行为格局狭隘、缺乏职业素养，属于低级且不道德的竞争方式。\n\n 针对此事，哈啰方面回应媒体称，“近日，社交平台流传的一张...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2026-05-11/doc-inhxnscp1996439.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0173614495.USD":"富达中国焦点A","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","BK1233":"餐馆","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0455707207.USD":"FIDELITY FUNDS CHINA INNOVATION \"A\" (USD) INC","SG9999002562.SGD":"LionGlobal Asia Pacific 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data-views=\"0\"></v-v>","text":"$上证指数(000001.SH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551059349794872","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":532181306774720,"gmtCreate":1770947965308,"gmtModify":1770948311258,"author":{"id":"3492145077103657","authorId":"3492145077103657","name":"钢筋铁骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492145077103657","idStr":"3492145077103657"},"themes":[],"title":"","htmlText":"消灭鬼吹灯，解救老百姓","listText":"消灭鬼吹灯，解救老百姓","text":"消灭鬼吹灯，解救老百姓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532181306774720","repostId":"1125588490","repostType":2,"repost":{"id":"1125588490","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":1770907051,"share":"https://www.laohu8.com/m/news/1125588490?lang=zh_CN&edition=full","pubTime":"2026-02-12 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22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据澎湃，春节前夕，全国多地市监部门发布春节外卖合规指引，告诫相关外卖平台理性竞争。其中，河南信阳市、南阳市、安徽蚌埠市、广东汕头市、海南文昌市、辽宁辽阳市等地要求，外卖平台立即停止低质低价“内卷式”恶性竞争，不得组织恶性补贴、低价倾销，以保障春节外卖市场秩序稳定。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450","relate_stocks":{"BABA":"阿里巴巴","JD":"京东","09988":"阿里巴巴-W","09618":"京东集团-SW","03690":"美团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125588490","content_text":"据澎湃，春节前夕，全国多地市监部门发布春节外卖合规指引，告诫相关外卖平台理性竞争。其中，河南信阳市、南阳市、安徽蚌埠市、广东汕头市、海南文昌市、辽宁辽阳市等地要求，外卖平台立即停止低质低价“内卷式”恶性竞争，不得组织恶性补贴、低价倾销，以保障春节外卖市场秩序稳定。","news_type":1,"symbols_score_info":{"BABA":2,"JD":2,"09618":2,"09988":2,"03690":2}},"isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241280083050776,"gmtCreate":1699926923879,"gmtModify":1699927337034,"author":{"id":"3492145077103657","authorId":"3492145077103657","name":"钢筋铁骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492145077103657","idStr":"3492145077103657"},"themes":[],"title":"","htmlText":"抵制华为人人有责","listText":"抵制华为人人有责","text":"抵制华为人人有责","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241280083050776","repostId":"2383084035","repostType":2,"repost":{"id":"2383084035","kind":"highlight","pubTimestamp":1699875071,"share":"https://www.laohu8.com/m/news/2383084035?lang=zh_CN&edition=full","pubTime":"2023-11-13 19:31","market":"other","language":"zh","title":"国产操作系统崛起，鸿蒙板块集体大涨！","url":"https://stock-news.laohu8.com/highlight/detail?id=2383084035","media":"财华社","summary":"11月13日，市场成交萎靡，鸿蒙板块却集体大涨。","content":"<html><body><p>11月13日，市场成交萎靡，鸿蒙板块却集体大涨。</p><p>其中，<a href=\"https://laohu8.com/S/301236\">软通动力</a>（301236.SZ）、<a href=\"https://laohu8.com/S/688609\">九联科技</a>（688609.SH）涨20%，<a href=\"https://laohu8.com/S/300826\">测绘股份</a>（300826.SZ）涨近12%，<a href=\"https://laohu8.com/S/002512\">达华智能</a>（002512.SZ）涨10%，<a href=\"https://laohu8.com/S/300364\">中文在线</a>（300364.SZ）涨超9%，<a href=\"https://laohu8.com/S/300339\">润和软件</a>（300339.SZ）涨7.29%，常山北明（000158.SZ）涨6.16%。</p><p><img height=\"537\" src=\"https://images.finet.hk/photoLib/content/202311_1/bf957c80-e2d3-408c-94a9-3e6c706044b0.png\" width=\"1448\"/></p><p><strong>鸿蒙大放异彩，国产操作系统可期</strong></p><p>由于安卓版本与鸿蒙将不再兼容，近期，<a href=\"https://laohu8.com/S/NTES\">网易</a>、美团等多家互联网公司发布和鸿蒙系统有关岗位招聘，以加快推进鸿蒙原生应用开发转型。</p><p>据悉，相关“鸿蒙基建工程师”岗位月薪在4万元到6万元之间，年薪大约60万左右，可谓炙手可热。</p><p>根据统计，华为正加快软、硬、边、端、云等全面融合，鲲鹏、升腾生态已汇聚超过440万开发者，合作伙伴超过6000家，解决方案认证超过17000个，并建设72个产教融合的人才基地。可以看到，来自各领域的合作伙伴正加速融入鸿蒙产业链，形成良性的生态系统。</p><p>近期关于鸿蒙的利好消息不断。11月4日，第二届开放原子开源基金会OpenHarmony技术大会即将在北京开幕，大会由华为、润开鸿、九联开鸿、软通动力、深开鸿等多方合作支持。</p><p>11月9日，华为智选车业务首款轿车——与奇瑞联合打造的“智界S7”开启预售，该车是首款搭载鸿蒙<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>座舱4.0的车型。同日，鸿蒙智行联盟也正式成立。</p><p>鸿蒙智行也即鸿蒙智能座舱的内核，其实就是鸿蒙操作系统在车领域的延伸，可以为智能驾驶提供统一、开放的操作系统平台，无论是汽车厂商还是自动驾驶技术公司，都可以在这个平台上进行开发和应用。目前“鸿蒙智行”在各大社交平台官方账号均已开通。</p><p>一系列的动作如捷报般传来，随着鸿蒙OS硬件及软件生态初步完善，车机一体化正在成为现实。</p><p>鸿蒙从最开始一些人的“不抱希望”，到现在的“不负众望”，其发展历程也是国产操作系统的崛起历程。</p><p>2019年8月份，华为正式发布自研操作系统鸿蒙OS，兼容安卓App，主要用于荣耀智慧屏/智慧屏Pro。</p><p>2021年6月份，鸿蒙OS2正式发布，将原本仅应用于智慧屏的鸿蒙系统搬上了手机、平板，多种设备间能够实现硬件互助和资源共享，当年年末鸿蒙设备数成功突破2.2亿。</p><p>2022年7月份，华为召开鸿蒙OS3及华为全场景新品发布会，鸿蒙OS3如期发布，彼时余承东公布：华为鸿蒙设备数突破3亿。</p><p>今年8月份，鸿蒙OS4正式发布，鸿蒙生态设备数量突破7亿。截止今年9月份，鸿蒙OS4升级用户达上千万。</p><p>和安卓、iOS相比，鸿蒙早已不仅是一个手机操作系统，更是一个面向万物互联的操作系统。手机、电视、平板、汽车等终端只要搭载鸿蒙系统，软件在不同平台之间都可以适配，不再需要单独开发，通信专家项立刚把鸿蒙称为“下一代操作系统”。</p><p><strong>产业链投资机遇梳理</strong></p><p>从产业层面看，鸿蒙确实有望引领国产软件、硬件迈向新台阶，以鸿蒙为支点，国内厂商有望彻底摆脱对国外基础软件的依赖。伴随整个生态逐步推进，相关公司在产业链中分得一杯羹。财华社根据公开资料，梳理相关投资机遇如下——</p><p><strong>1. 鸿蒙OS——</strong></p><p>润和软件（300339.SZ）：公司与华为建立了长期深度的合作关系，是OpenHarmony（开放鸿蒙）发起单位之一、华为HarmonyOS生态共建者、海思芯片及IoT战略合作伙伴。</p><p>软通动力（301236.SZ）：公司深入参与到鸿蒙生态的共建中，在研发、应用、生态、可持续发展等维度全线出击，软硬件结合，全场景助力鸿蒙生态。</p><p><a href=\"https://laohu8.com/S/00354\">中国软件国际</a>（00354.HK）：公司是华为“同舟共济”战略合作伙伴。公司深度参与华为消费者终端、鸿蒙、AI大模型、MetaERP等核心业务，通过多年合作，华为业务已经成为公司营收的“半壁江山”。</p><p><a href=\"https://laohu8.com/S/300496\">中科创达</a>（300496.SZ）：旗下子公司创思远达Ainergy推出了面向嵌入式WiFi+BLE芯片的鸿蒙操作系统发行版。</p><p>九联科技（688609.SH）：公司已成立鸿蒙实验室，围绕智慧城市、智慧教育、智慧客厅等多场景多领域的鸿蒙全场景系列产品进行开发，同时公司积极参与鸿蒙生态链的相关产学研合作，与国内多所高校建立了鸿蒙领域的课程开发和联合创新合作。</p><p><strong>2. 鸿蒙应用——</strong></p><p><a href=\"https://laohu8.com/S/301270\">汉仪股份</a>（301270.SZ）：公司为华为设计开发了鸿蒙系统字体，采用的是定制开发方式。</p><p><a href=\"https://laohu8.com/S/000158\">常山北明</a>（000158.SZ）：公司旗下北明软件与鸿蒙系统有合作，是华为重要的核心战略合作伙伴。</p><p><a href=\"https://laohu8.com/S/300352\">北信源</a>（300352.SZ）：公司核心技术可应用于华为鸿蒙系统，进行高安全产品级别合作，公司与华为云就公司旗下安全通信产品信源密信及基于信源密信开发的多种通信云应用进行了深入合作适配。</p><p><strong>3. 鸿蒙智能座舱——</strong></p><p><a href=\"https://laohu8.com/S/002965\">祥鑫科技</a>（002965.SZ）：公司在互动平台表示，H客户是公司的重要战略客户，公司已为其配套供应通信、数据中心、智能汽车、光伏逆变器及储能等产品。</p><p><a href=\"https://laohu8.com/S/002609\">捷顺科技</a>（002609.SZ）：捷停车“找车位”能力通过华为鸿蒙系统已在AITO问界M5、M7车型上应用，其中小艺“查车位”服务的点击率在智能座舱的排名前列，其可为AITO车主提供便捷智慧停车服务。</p><p><a href=\"https://laohu8.com/S/600699\">均胜电子</a>（600699.SH）：公司已于2021年就与华为在智能座舱领域展开深入合作，双方共同推进基于鸿蒙操作系统座舱产品的研发、生产与销售。公司与华为问界相关车型在智能座舱域控产品上有业务合作。</p><p><a href=\"https://laohu8.com/S/002906\">华阳集团</a>（002906.SZ）：公司智能座舱域控产品已获得长安、长城、奇瑞、北汽、宇通、<a href=\"https://laohu8.com/S/000951\">中国重汽</a>等客户的十多个项目，公司车机搭载华为HiCar应用已完成适配，将在奇瑞车型上量产。</p></body></html>","source":"finet_stock","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>国产操作系统崛起，鸿蒙板块集体大涨！</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国产操作系统崛起，鸿蒙板块集体大涨！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-13 19:31 北京时间 <a href=https://www.finet.hk/newscenter/news_content/655208ffbde0b375aabeae73><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月13日，市场成交萎靡，鸿蒙板块却集体大涨。其中，软通动力（301236.SZ）、九联科技（688609.SH）涨20%，测绘股份（300826.SZ）涨近12%，达华智能（002512.SZ）涨10%，中文在线（300364.SZ）涨超9%，润和软件（300339.SZ）涨7.29%，常山北明（000158.SZ）涨6.16%。鸿蒙大放异彩，国产操作系统可期由于安卓版本与鸿蒙将不再兼容，近期...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/655208ffbde0b375aabeae73\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.finet.hk/photoLib/title/202311_1/b21e5cab-c0f0-42d2-8a60-f29f232d6fac.png","relate_stocks":{"300339":"润和软件","300352":"ST信源","300364":"中文在线","300496":"中科创达","300826":"测绘股份","301236":"软通动力","301270":"汉仪股份","600699":"均胜电子","688609":"九联科技","BK0132":"高送转概念","BK0076":"特斯拉","BK0231":"软件信息","BK0061":"机器人","BK0130":"工业4.0","BK0090":"移动互联网","BK1526":"科网股","BK0256":"金属制品","BK0065":"智能汽车","BK0043":"网络安全","BK0091":"移动支付","BK0221":"专业技术","002965":"祥鑫科技","BK0058":"智慧城市","BK0088":"京津冀一体化","BK0098":"文化传媒概念","BK0174":"增持","BK0128":"无人机","BK0087":"IP流量变现","BK0041":"安防监控","002512":"ST达华","00354":"中国软件国际","BK0196":"行业龙头","BK0268":"新闻出版","002609":"捷顺科技","002906":"华阳集团","BK0108":"虚拟现实","BK0036":"汽车后市场","BK1586":"云计算","BK0264":"汽车制造","BK0214":"IT设备","000158":"常山北明","LU0140636845.USD":"施罗德大中华区股票A Acc","BK1589":"北水核心资产","BK0188":"融资融券","BK0077":"质押式回购","BK0187":"一线龙头","BK1155":"信息科技咨询与其它服务","BK0028":"国家队","BK0197":"中小创蓝筹","BK0201":"可转债"},"source_url":"https://www.finet.hk/newscenter/news_content/655208ffbde0b375aabeae73","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2383084035","content_text":"11月13日，市场成交萎靡，鸿蒙板块却集体大涨。其中，软通动力（301236.SZ）、九联科技（688609.SH）涨20%，测绘股份（300826.SZ）涨近12%，达华智能（002512.SZ）涨10%，中文在线（300364.SZ）涨超9%，润和软件（300339.SZ）涨7.29%，常山北明（000158.SZ）涨6.16%。鸿蒙大放异彩，国产操作系统可期由于安卓版本与鸿蒙将不再兼容，近期，网易、美团等多家互联网公司发布和鸿蒙系统有关岗位招聘，以加快推进鸿蒙原生应用开发转型。据悉，相关“鸿蒙基建工程师”岗位月薪在4万元到6万元之间，年薪大约60万左右，可谓炙手可热。根据统计，华为正加快软、硬、边、端、云等全面融合，鲲鹏、升腾生态已汇聚超过440万开发者，合作伙伴超过6000家，解决方案认证超过17000个，并建设72个产教融合的人才基地。可以看到，来自各领域的合作伙伴正加速融入鸿蒙产业链，形成良性的生态系统。近期关于鸿蒙的利好消息不断。11月4日，第二届开放原子开源基金会OpenHarmony技术大会即将在北京开幕，大会由华为、润开鸿、九联开鸿、软通动力、深开鸿等多方合作支持。11月9日，华为智选车业务首款轿车——与奇瑞联合打造的“智界S7”开启预售，该车是首款搭载鸿蒙智能座舱4.0的车型。同日，鸿蒙智行联盟也正式成立。鸿蒙智行也即鸿蒙智能座舱的内核，其实就是鸿蒙操作系统在车领域的延伸，可以为智能驾驶提供统一、开放的操作系统平台，无论是汽车厂商还是自动驾驶技术公司，都可以在这个平台上进行开发和应用。目前“鸿蒙智行”在各大社交平台官方账号均已开通。一系列的动作如捷报般传来，随着鸿蒙OS硬件及软件生态初步完善，车机一体化正在成为现实。鸿蒙从最开始一些人的“不抱希望”，到现在的“不负众望”，其发展历程也是国产操作系统的崛起历程。2019年8月份，华为正式发布自研操作系统鸿蒙OS，兼容安卓App，主要用于荣耀智慧屏/智慧屏Pro。2021年6月份，鸿蒙OS2正式发布，将原本仅应用于智慧屏的鸿蒙系统搬上了手机、平板，多种设备间能够实现硬件互助和资源共享，当年年末鸿蒙设备数成功突破2.2亿。2022年7月份，华为召开鸿蒙OS3及华为全场景新品发布会，鸿蒙OS3如期发布，彼时余承东公布：华为鸿蒙设备数突破3亿。今年8月份，鸿蒙OS4正式发布，鸿蒙生态设备数量突破7亿。截止今年9月份，鸿蒙OS4升级用户达上千万。和安卓、iOS相比，鸿蒙早已不仅是一个手机操作系统，更是一个面向万物互联的操作系统。手机、电视、平板、汽车等终端只要搭载鸿蒙系统，软件在不同平台之间都可以适配，不再需要单独开发，通信专家项立刚把鸿蒙称为“下一代操作系统”。产业链投资机遇梳理从产业层面看，鸿蒙确实有望引领国产软件、硬件迈向新台阶，以鸿蒙为支点，国内厂商有望彻底摆脱对国外基础软件的依赖。伴随整个生态逐步推进，相关公司在产业链中分得一杯羹。财华社根据公开资料，梳理相关投资机遇如下——1. 鸿蒙OS——润和软件（300339.SZ）：公司与华为建立了长期深度的合作关系，是OpenHarmony（开放鸿蒙）发起单位之一、华为HarmonyOS生态共建者、海思芯片及IoT战略合作伙伴。软通动力（301236.SZ）：公司深入参与到鸿蒙生态的共建中，在研发、应用、生态、可持续发展等维度全线出击，软硬件结合，全场景助力鸿蒙生态。中国软件国际（00354.HK）：公司是华为“同舟共济”战略合作伙伴。公司深度参与华为消费者终端、鸿蒙、AI大模型、MetaERP等核心业务，通过多年合作，华为业务已经成为公司营收的“半壁江山”。中科创达（300496.SZ）：旗下子公司创思远达Ainergy推出了面向嵌入式WiFi+BLE芯片的鸿蒙操作系统发行版。九联科技（688609.SH）：公司已成立鸿蒙实验室，围绕智慧城市、智慧教育、智慧客厅等多场景多领域的鸿蒙全场景系列产品进行开发，同时公司积极参与鸿蒙生态链的相关产学研合作，与国内多所高校建立了鸿蒙领域的课程开发和联合创新合作。2. 鸿蒙应用——汉仪股份（301270.SZ）：公司为华为设计开发了鸿蒙系统字体，采用的是定制开发方式。常山北明（000158.SZ）：公司旗下北明软件与鸿蒙系统有合作，是华为重要的核心战略合作伙伴。北信源（300352.SZ）：公司核心技术可应用于华为鸿蒙系统，进行高安全产品级别合作，公司与华为云就公司旗下安全通信产品信源密信及基于信源密信开发的多种通信云应用进行了深入合作适配。3. 鸿蒙智能座舱——祥鑫科技（002965.SZ）：公司在互动平台表示，H客户是公司的重要战略客户，公司已为其配套供应通信、数据中心、智能汽车、光伏逆变器及储能等产品。捷顺科技（002609.SZ）：捷停车“找车位”能力通过华为鸿蒙系统已在AITO问界M5、M7车型上应用，其中小艺“查车位”服务的点击率在智能座舱的排名前列，其可为AITO车主提供便捷智慧停车服务。均胜电子（600699.SH）：公司已于2021年就与华为在智能座舱领域展开深入合作，双方共同推进基于鸿蒙操作系统座舱产品的研发、生产与销售。公司与华为问界相关车型在智能座舱域控产品上有业务合作。华阳集团（002906.SZ）：公司智能座舱域控产品已获得长安、长城、奇瑞、北汽、宇通、中国重汽等客户的十多个项目，公司车机搭载华为HiCar应用已完成适配，将在奇瑞车型上量产。","news_type":1,"symbols_score_info":{"300339":1,"300352":1,"300364":1,"300496":1,"300826":1,"301236":1,"301270":1,"600699":1,"688609":1,"000158":1,"002965":1,"002512":1,"00354":1,"002906":1,"002609":1}},"isVote":1,"tweetType":1,"viewCount":2935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
