静舒的个人主页 - 老虎社区

静舒

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37粉丝

9主题

0勋章

2021-01-29

小米发布了隔空充电技术大家怎么看我觉得挺厉害的苹果充电好像越来越垃圾了！

2021-05-05

$TradeUP Global Corp.(TUGCU)$这个为什么上来了没看到啥新动作呀

2021-10-05

没十年脑梗写不出这种文章

耐克拥抱越南工厂，却失去中国市场

2021-02-01

据悉这两个词不用负责

据悉快手机构暗盘交易成交价相比发行价翻倍

2023-12-25

感觉大科技要回调[开心] [开心] [开心] 各位什么看法

2023-12-25

一人888吗？[财迷] [财迷] [财迷] [财迷]

2021-07-16

我觉得会稳定在35附近小米

小米超越苹果首次跃居全球第二大智能手机厂商

2021-04-27

希望印度人民早日摆脱新冠阴影

抱歉，原内容已删除

2021-01-15

小米为什么别列入黑名单有原因吗

【港股通】小米(01810)裂口低开11.2% 据报小米突遭美列入黑名单

2022-12-05

加油(ง •̀_•́)ง

2021-08-30

$虎牙(HUYA)$怎么办

2023-12-25

难道就我觉得关于充值规范化更好吗

12月新批国产网游版号数量过百，释放支持网游行业积极信号

2023-12-24

哈哈发现了什么时候🌺🌺🌺🌺🌺

2023-10-11

$纳斯达克(.IXIC)$ ppi远超预期，怎么还大涨？

2023-01-09

哈哈可以认识下吗

@菲林:[微笑]

2023-01-09

啥时候结束

2023-01-08

开心ヽ(○^㉨^)ﾉ♪

2023-01-06

踢足球

2023-01-05

你会不会踢足球

2022-12-24

哈哈

去老虎APP查看更多动态

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各位什么看法","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/255874193465440","isVote":1,"tweetType":1,"viewCount":1448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":255814266728608,"gmtCreate":1703465631507,"gmtModify":1703465632995,"author":{"id":"3549529768039029","authorId":"3549529768039029","name":"静舒","avatar":"https://static.tigerbbs.com/be82f163778bd362c55ebf9e660a2a2b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"难道就我觉得关于充值规范化更好吗","listText":"难道就我觉得关于充值规范化更好吗","text":"难道就我觉得关于充值规范化更好吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/255814266728608","repostId":"1199633114","repostType":4,"repost":{"id":"1199633114","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":1703462590,"share":"https://www.laohu8.com/m/news/1199633114?lang=&edition=full","pubTime":"2023-12-25 08:03","market":"sh","language":"zh","title":"12月新批国产网游版号数量过百，释放支持网游行业积极信号","url":"https://stock-news.laohu8.com/highlight/detail?id=1199633114","media":"老虎资讯综合","summary":"12月25日， 国家新闻出版署今日公布12月份国产网络游戏版号，105款新游获。$腾讯(00700)$《逆战：未来》、$网易(NTES)$《萤火突击》等在列。","content":"<html><head></head><body><p>12月25日，国家新闻出版署发布12月国产网络游戏审批信息，共105款游戏获批，其中包括<a href=\"https://laohu8.com/S/00700\">腾讯</a>旗下的《逆战：未来》、<a href=\"https://laohu8.com/S/NTES\">网易</a>旗下的《萤火突击》等。</p><p><strong>游戏工委：12月份新批国产网络游戏版号数量过百，持续释放支持网络游戏行业繁荣健康发展的积极信号</strong></p><p style=\"text-align: start;\">今天，国家新闻出版署发布了新批准的105款国产游戏版号，单次审批数量首次突破百款，所涵盖的游戏企业范围也更广，中国音像与数字出版协会游戏工委和广大游戏企业深受鼓舞。这次新批版号，是继12月22日新批准一批进口网络游戏版号后，国家新闻出版署又批准发布的一批国产网络游戏版号，有力展示了主管部门积极支持网络游戏发展的鲜明态度。游戏工委希望广大会员单位以此为契机，努力推出更多精品，推动网络游戏行业高质量发展，为促进文化繁荣发展，建设文化强国贡献力量。（<a href=\"https://mp.weixin.qq.com/s/NLv9J036USWJPOFrew0ctw\" title=\"中国音数协游戏工委微信公众号\" target=\"_blank\">中国音数协游戏工委微信公众号</a>）</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c252aadc8dcd871f9d14fb9fd1675f55\" title=\"\" tg-width=\"955\" tg-height=\"9117\"/></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>12月新批国产网游版号数量过百，释放支持网游行业积极信号</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n12月新批国产网游版号数量过百，释放支持网游行业积极信号\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\">2023-12-25 08:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月25日，国家新闻出版署发布12月国产网络游戏审批信息，共105款游戏获批，其中包括<a href=\"https://laohu8.com/S/00700\">腾讯</a>旗下的《逆战：未来》、<a href=\"https://laohu8.com/S/NTES\">网易</a>旗下的《萤火突击》等。</p><p><strong>游戏工委：12月份新批国产网络游戏版号数量过百，持续释放支持网络游戏行业繁荣健康发展的积极信号</strong></p><p style=\"text-align: start;\">今天，国家新闻出版署发布了新批准的105款国产游戏版号，单次审批数量首次突破百款，所涵盖的游戏企业范围也更广，中国音像与数字出版协会游戏工委和广大游戏企业深受鼓舞。这次新批版号，是继12月22日新批准一批进口网络游戏版号后，国家新闻出版署又批准发布的一批国产网络游戏版号，有力展示了主管部门积极支持网络游戏发展的鲜明态度。游戏工委希望广大会员单位以此为契机，努力推出更多精品，推动网络游戏行业高质量发展，为促进文化繁荣发展，建设文化强国贡献力量。（<a href=\"https://mp.weixin.qq.com/s/NLv9J036USWJPOFrew0ctw\" title=\"中国音数协游戏工委微信公众号\" target=\"_blank\">中国音数协游戏工委微信公众号</a>）</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c252aadc8dcd871f9d14fb9fd1675f55\" title=\"\" tg-width=\"955\" tg-height=\"9117\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6732755bad1da573809dd82708472f29","relate_stocks":{"SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0173614495.USD":"富达中国焦点A","LU1880383366.USD":"东方汇理中国股票基金 A2 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A-SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199633114","content_text":"12月25日，国家新闻出版署发布12月国产网络游戏审批信息，共105款游戏获批，其中包括腾讯旗下的《逆战：未来》、网易旗下的《萤火突击》等。游戏工委：12月份新批国产网络游戏版号数量过百，持续释放支持网络游戏行业繁荣健康发展的积极信号今天，国家新闻出版署发布了新批准的105款国产游戏版号，单次审批数量首次突破百款，所涵盖的游戏企业范围也更广，中国音像与数字出版协会游戏工委和广大游戏企业深受鼓舞。这次新批版号，是继12月22日新批准一批进口网络游戏版号后，国家新闻出版署又批准发布的一批国产网络游戏版号，有力展示了主管部门积极支持网络游戏发展的鲜明态度。游戏工委希望广大会员单位以此为契机，努力推出更多精品，推动网络游戏行业高质量发展，为促进文化繁荣发展，建设文化强国贡献力量。（中国音数协游戏工委微信公众号）","news_type":1},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":255813532143824,"gmtCreate":1703465453126,"gmtModify":1703465454673,"author":{"id":"3549529768039029","authorId":"3549529768039029","name":"静舒","avatar":"https://static.tigerbbs.com/be82f163778bd362c55ebf9e660a2a2b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"一人888吗？[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"一人888吗？[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"一人888吗？[财迷] 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href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>、安德玛等品牌。自2008年开始，这些品牌开始了一轮“工厂迁徙”，<b>由于贪慕越南更为低廉的人工价格，他们把原本位于中国的工厂迁徙到了越南、马来西亚、泰国</b>。而在此过程中，越南公开提出了成为新“世界工厂”的目标，并向这些品牌敞开怀抱。而这逐渐构成了过去12年运动鞋服市场的新格局：耐克、阿迪达斯等国际品牌，通过越南的廉价工厂完成生产，然后将产品贩卖到中国、美国等关键市场。</p>\n<p>但疫情正在让一切重启。</p>\n<p><b>已经有国际品牌开始撤离越南</b>。诞生于1883年的美国鞋类集团WOLVERINE（旗下品牌有CAT、HUSH PUPPIES）<b>已经开始将产能转回中国</b>。在今年9月的一次采访中，WOLVERINE高管曾直言<b>基于越南工厂的供应链模式“极端不稳定”</b>。</p>\n<p>摆在耐克们面前的挑战其实还有中国本土国货的强势崛起。来自<a href=\"https://laohu8.com/S/02331\">李宁</a>和安踏的财报显示，2021年上半年两大本土品牌营收同比增速分别达到55.5%、65%，而在2020年安踏净利润已经超越阿迪达斯中国，而在今年6月安踏市值已经超过阿迪达斯。</p>\n<p>耐克的越南“苦旅”</p>\n<p>“耐克工厂有望在10月份复工，但恢复产能可能需要长达数月的时间。”在9月24日分析师电话会议上，耐克高管对耐克越南产能的复工进度“并不乐观”。</p>\n<p>从2012年下半年至今，<b>越南已经逐渐成为耐克第一大生产基地</b>。来自耐克财报的数据显示，2019~2020年，<b>耐克的鞋类产品有近50%产自越南工厂</b>，而服装类产品中的三分之一也产自这里。</p>\n<p>在今年早些时候，知名金融及<a href=\"https://laohu8.com/S/III\">信息服务</a>机构S&amp;P Globa已经对耐克的“断货”进行了风险预警。在当时的几分分析报告中，“耐克产能高度集中于越南一地”被视为关键风险项。</p>\n<p>产能集中度一直是耐克引以为傲的环节之一。在越南，耐克产品的生产，主要通过“代工”模式解决。耐克在越南两个最重要的供应商分别是来自韩国的Changshin Vietnam，以及来自中国台湾的宝成。<b>这些代工方的工厂围绕胡志明市等几个关键区块分布</b>，而其最大的工厂在满工期间，能容纳近7万名工人。</p>\n<p>集中度并非朝夕之功。<b>越南的政策红利和廉价工人</b>成为了吸引外资的两大引擎。</p>\n<p>以胡志明市为例，为了吸引耐克的代工厂在此布局，<b>胡志明市成立了若干纺织服装类产业园</b>，耐克的代工厂和上下游供货方都可以入驻于此，而这些产业园会提供“税费”方面的优惠。</p>\n<p><b>越南当地一系列“吸引外资”的做法，从2008年开始形成了一股“引资潮”</b>。韩资企业其实是最早试水越南市场的群体之一，2008年之后，在越南建立工厂或设置办公处的韩资企业超过了4000家。</p>\n<p>在这4000多家韩资企业中，不乏服装鞋类企业。比如Hansae，这家公司曾在越南一口气建立三家工厂，而它们实际上只是代工方——<b>Hansae先拿到GAP、耐克等欧美品牌的订单，然后通过越南工厂生产，再由位于韩国的Hansae贸易公司完成销售</b>。</p>\n<p>在进军越南前，Hansae在印度尼西亚、尼加拉瓜等地都曾设立了工厂，但从2008年到2012年，<b>Hansae迅速把产能向越南聚集</b>——截至2012年这里已经成为Hansae韩国之外最大产能基地。</p>\n<p>在税费优惠政策之外，<b>廉价劳动力是吸引这批韩资企业的关键</b>。</p>\n<p>在越南，女工很愿意去外资鞋服类工厂上班，因为这里的工资比当地一般工厂略高。曾有机构专门调研过越南当地女工的工作兴趣，外资电子厂、纺织厂名列前茅。值得注意的是，这些外资工厂不仅会提供略高于其他工厂的薪水，还会提供相比当地其他工厂更为丰富的福利（如员工食堂等）。</p>\n<p>但这些在越南女工眼中的“高薪+福利”对于欧美品牌而言，是明显的“廉价劳力红利”：在2012年，<b>韩资企业在越南为单一女工的平均支出，甚至只是韩国本土合法工人的三分之一</b>（韩国本地的黑工情况除外）。由于越南当地的劳动保障模式和韩国不同，<b>韩资企业甚至会延缓发放工资</b>。而这种“低价且友善的劳力”甚至<b>纵容了一部分韩资企业变本加厉</b>——2018年在越南当地曾发生了“光霖通商”等一系列韩资企业“卷款出逃”或不按时支付员工薪水、保险的情况。</p>\n<p>由“低价劳力”和“税费补贴”构成的越南产能，早在2010年前后，就已经让一些国外分析师产生质疑。</p>\n<p>值得注意的是，<b>耐克在越南的代工厂以鞋类工厂为主</b>。而和曾经基于中国产能的代工模式相比，越南鞋类代工很难做到“产销一体”——<b>越南当地市场无法消化巨量产能</b>。来自耐克的财报和公开信息显示，越南市场在亚洲范围内甚至难以进入前五。<b>其实把越南、泰国、马来西亚三个耐克最大代工基地的市场份额加在一起，也不如大中华区市场带给耐克的销量</b>。</p>\n<p><b>因此产生的挑战是海运</b>。据悉，越南产地不仅供应了中国市场上的耐克鞋类产品，<b>还为北美市场提供了近83%的耐克鞋类份额</b>。在疫情前及海运价格波动可控的周期内，越南的这种代工+海运模式是可行的：<b>极低的用工成本，为耐克的物流货运开销提供了成本空间</b>。</p>\n<p>但海运成本上涨，已经让这种模式变得充满不确定性。</p>\n<p>今年8月，耐克官方释放的信息显示，<b>从越南出发的海运时间同比延长2倍</b>。由于疫情影响，越南所有港口的工人、货运司机都需要提供核酸检测报告，在严格的防控错失下，越南全国港口用工人数平均减少近50%。而在几个核心港口处，通往港口的货运卡车已经供不应求，据当地统计的数据显示，只有不足60%的卡车还在正常工作。<b>为了缩短物流时间，部分品牌试图通过空运解决问题，但空运价格的高企让这些品牌望而却步</b>。从越南飞往北美的空运价格在6个月的时间内已经上涨超过一倍。</p>\n<p>更大的危机来自于原本让耐克“尝到甜头”的低价劳工。</p>\n<p>受疫情影响，越南宣布了“三就地”政策（疫情期间就地防控，比如工人住在工厂里就地隔离）但这种模式，给越南的代工厂带来了极大挑战。值得注意的是，<b>和其他地方的代工厂不同，越南大部分代工厂是没有员工宿舍的</b>——受到文化和风俗影响，<b>越南女工每天需要按时回家，而不愿意在工厂里住宿</b>（或者上夜班，白天按时回家）。在“三就地”政策下，<b>许多工厂出现了“辞职潮”</b>：在越南当地，出现了数年未有的返乡潮，众多原本在胡志明市务工的工人，辞职回乡。</p>\n<p>截至9月底，耐克、阿迪达斯、安德玛等企业在越南的代工厂均未正常复工，而摆在他们面前的关键挑战是：11月和12月几个关键市场将进入购物旺季。</p>\n<p>耐克或失去中国市场</p>\n<p>耐克在中国市场正面临前所未有的挑战。</p>\n<p>今年618期间，耐克销售额同比下滑24.1%，而与之形成鲜明对比的是，同期李宁、安踏分别增长31.8%、38.5%。</p>\n<p>耐克高层也意识到“失去中国市场”的危机。在6月电话会议上，耐克高管曾30次提到“中国”一词，其CEO甚至公开表示“耐克是属于中国的”。<b>但这番示好，并未能阻挡耐克在中国的疲软态势</b>：9月底，耐克正式下调全年预期，而第三季度耐克在中国市场环比增速下降超过10%。</p>\n<p>值得注意的是，<b>越南产能困局，可能会让耐克的成绩单更为难看</b>：随着中国双十一和欧美圣诞期两个关键购物周期来临，耐克已经进入了旺季备货期。</p>\n<p>一位超级主播团队负责人向虎嗅表示，按照惯例十月份开始，主播们就需要开始对耐克、阿迪等品牌进行备货。但据她了解，今年双十一的情况可能会发生巨大变化“很多主播对耐克和阿迪望而却步，大家不愿意在这个时候选择与这样的品牌合作。”据她透露，早在今年9月，各大主播团队已经跟李宁、安踏、鸿星尔克等本土品牌积极沟通，“今年双十一，很可能会是本土品牌的里程碑节点。”</p>\n<p>某本土运动头部品牌的运营负责人表示，对于李宁、安踏两大本土品牌而言，阿迪达斯的优势已经非常小甚至可以说“即将被彻底超越”，但“理性来看，耐克目前的优势依然明显，今年双十一可能会成为分水岭。”据这位负责人透露，<b>五大本土品牌都把今年双十一作为一个关键节点</b>，“就算不能超越耐克，也可以进一步分食耐克的市场份额”。值得注意的是，今年618期间，耐克在电商平台上的品类市场份额占比，已经降至9.5%，这也是耐克这些年来占比最低的一次。</p>\n<p>一位不愿具名的分析师表示，发力越南产能，其实让耐克和阿迪达斯走了弯路。“<b>从代工能力和产品质量上来说，中国鞋服产能是世界第一位的</b>，目前越南、泰国、马来西亚、印度的代工能力都远远比不上中国。”</p>\n<p>在这位分析师看来，李宁、安踏等品牌基于本土产能的模式，可能会成为这一次“本土和国际大牌对决”过程中的关键点之一，“质量优势，是提高客单价的基础。”</p>\n<p><b>实际上在2008年前后，本土品牌曾遇到过一次相似的机会</b>：由于北京奥运会的影响，当时本土品牌遇到了一个红利周期，李宁、安踏等品牌的销量明显上升，而耐克、阿迪等品牌的销量占比下降明显。</p>\n<p>但这次窗口期并未让本土品牌取代耐克、阿迪达斯的优势地位。</p>\n<p>“当时产品本身不行，这是根本；加上传统渠道模式，本土品牌受限太多；以及当时主力消费者，对本土品牌的认可度有限。”纺织服装领域分析师田昭认为，越南产能困局和棉花事件，只是为本土品牌带来了一个新的窗口期，但和2008年相比，本土品牌的变化很大。</p>\n<p>“李宁、安踏都在向DTC模式深度转型。”在田昭看来，<b>2015年的库存危机和2018年之后直播冲击，“倒逼”这批活下来的本土头部公司不断进化</b>，“李宁、安踏现在对于市场的反应能力，比耐克、阿迪达斯要快得多。”值得注意的是，在这批头部品牌DTC转型的过程中，“电商化”以及“本土化国风”是共性打法。从2018年开始李宁、安踏的电商销量占比明显上升，而在市场快反领域，这些头部品牌纷纷走上“国风”路线。据某头部品牌今年7月向虎嗅透露，目前该品牌的SKU迭代速度已经比疫情前缩短了一倍以上，在进行设计时，该品牌会更大幅度向“本土化审美倾斜”。</p>\n<p>而发力电商和国风，正是耐克在中国市场的关键“缺失”。今年4月耐克在电商平台一度销量下跌近6成，而在“国潮”风口下，耐克尚未推出针对中国市场的国潮爆品。相反，在今年5月，耐克联合韩国艺人权志龙推出联名鞋 KWONDO1，并将之视为将在年底发布的重磅产品。值得玩味的是，已经有小红书和<a href=\"https://laohu8.com/S/DYIN\">抖音</a>创作者接到“ KWONDO1”相关商单，并开始种草——据部分创作者透露，KWONDO1被耐克视为可能在中国市场成为爆款的产品之一。但权志龙真是打开中国市场的金钥匙吗？</p>\n<p>眼下，留给耐克的时间并不多。截至9月底，已经有近20%的国外品牌开始把工厂从越南撤离，而耐克方也开始思考新的产能基地地，今年8月曾有分析师建议耐克把产能迁回北美。但随之而来的高额用工成本，是今天的耐克可以承受的吗？或许，耐克需要做的是重新尊重、理解中国市场，并回归产品本身。</p>","source":"highlight_huxiu","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>耐克拥抱越南工厂，却失去中国市场</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耐克拥抱越南工厂，却失去中国市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-05 14:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/461380.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>耐克正在“肉眼可见”地失去中国市场。\n在9月底公布的新季度财报中，大中华区市场成为了耐克全球销售额增幅最小的地方，在6月到8月间，耐克在中国区的销售额仅增长1%（扣除汇率等因素影响后数值）。而仅仅一年前，这里还是耐克增速最快的市场，2020年耐克在大中华区的销售额增长近51%。\n让耐克雪上加霜的是，2008年开始的工厂搬离中国“计划”，正在让耐克陷入“停产泥沼”。\n10月4日晚间，越南累计确诊病例...</p>\n\n<a href=\"https://www.huxiu.com/article/461380.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4d121acf747786fa8227d76b02ed3c2c","relate_stocks":{"NKE":"耐克"},"source_url":"https://www.huxiu.com/article/461380.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173990871","content_text":"耐克正在“肉眼可见”地失去中国市场。\n在9月底公布的新季度财报中，大中华区市场成为了耐克全球销售额增幅最小的地方，在6月到8月间，耐克在中国区的销售额仅增长1%（扣除汇率等因素影响后数值）。而仅仅一年前，这里还是耐克增速最快的市场，2020年耐克在大中华区的销售额增长近51%。\n让耐克雪上加霜的是，2008年开始的工厂搬离中国“计划”，正在让耐克陷入“停产泥沼”。\n10月4日晚间，越南累计确诊病例超过81万人，而胡志明市以超40万确诊病例成为越南第一大“新冠疫区”。而胡志明市，正是耐克在东南亚最大工厂所在地。\n受疫情影响，今年以来越南当地停业或解散的企业已经超过8万家。6月开始，越南进入新一轮疫情管控期，耐克在7月宣布越南所有工厂进入“暂停运营”状态，而暂停状态持续了近三个月。\n“耐克的主要海外生产地越南全国范围内实行封锁，导致公司已经在越南损失了10周的生产时间，加上海运时间延长，未来几个季度公司的库存将面临短缺。”在近期的电话会议上，耐克首席财务官马修·弗兰德明确表示，越南产能的损失，将对耐克接下来在几个关键的“购物周期”的业绩造成影响。\n值得注意的是，和耐克一起在越南遭遇产能困局的还有阿迪达斯、安德玛等品牌。自2008年开始，这些品牌开始了一轮“工厂迁徙”，由于贪慕越南更为低廉的人工价格，他们把原本位于中国的工厂迁徙到了越南、马来西亚、泰国。而在此过程中，越南公开提出了成为新“世界工厂”的目标，并向这些品牌敞开怀抱。而这逐渐构成了过去12年运动鞋服市场的新格局：耐克、阿迪达斯等国际品牌，通过越南的廉价工厂完成生产，然后将产品贩卖到中国、美国等关键市场。\n但疫情正在让一切重启。\n已经有国际品牌开始撤离越南。诞生于1883年的美国鞋类集团WOLVERINE（旗下品牌有CAT、HUSH PUPPIES）已经开始将产能转回中国。在今年9月的一次采访中，WOLVERINE高管曾直言基于越南工厂的供应链模式“极端不稳定”。\n摆在耐克们面前的挑战其实还有中国本土国货的强势崛起。来自李宁和安踏的财报显示，2021年上半年两大本土品牌营收同比增速分别达到55.5%、65%，而在2020年安踏净利润已经超越阿迪达斯中国，而在今年6月安踏市值已经超过阿迪达斯。\n耐克的越南“苦旅”\n“耐克工厂有望在10月份复工，但恢复产能可能需要长达数月的时间。”在9月24日分析师电话会议上，耐克高管对耐克越南产能的复工进度“并不乐观”。\n从2012年下半年至今，越南已经逐渐成为耐克第一大生产基地。来自耐克财报的数据显示，2019~2020年，耐克的鞋类产品有近50%产自越南工厂，而服装类产品中的三分之一也产自这里。\n在今年早些时候，知名金融及信息服务机构S&P Globa已经对耐克的“断货”进行了风险预警。在当时的几分分析报告中，“耐克产能高度集中于越南一地”被视为关键风险项。\n产能集中度一直是耐克引以为傲的环节之一。在越南，耐克产品的生产，主要通过“代工”模式解决。耐克在越南两个最重要的供应商分别是来自韩国的Changshin Vietnam，以及来自中国台湾的宝成。这些代工方的工厂围绕胡志明市等几个关键区块分布，而其最大的工厂在满工期间，能容纳近7万名工人。\n集中度并非朝夕之功。越南的政策红利和廉价工人成为了吸引外资的两大引擎。\n以胡志明市为例，为了吸引耐克的代工厂在此布局，胡志明市成立了若干纺织服装类产业园，耐克的代工厂和上下游供货方都可以入驻于此，而这些产业园会提供“税费”方面的优惠。\n越南当地一系列“吸引外资”的做法，从2008年开始形成了一股“引资潮”。韩资企业其实是最早试水越南市场的群体之一，2008年之后，在越南建立工厂或设置办公处的韩资企业超过了4000家。\n在这4000多家韩资企业中，不乏服装鞋类企业。比如Hansae，这家公司曾在越南一口气建立三家工厂，而它们实际上只是代工方——Hansae先拿到GAP、耐克等欧美品牌的订单，然后通过越南工厂生产，再由位于韩国的Hansae贸易公司完成销售。\n在进军越南前，Hansae在印度尼西亚、尼加拉瓜等地都曾设立了工厂，但从2008年到2012年，Hansae迅速把产能向越南聚集——截至2012年这里已经成为Hansae韩国之外最大产能基地。\n在税费优惠政策之外，廉价劳动力是吸引这批韩资企业的关键。\n在越南，女工很愿意去外资鞋服类工厂上班，因为这里的工资比当地一般工厂略高。曾有机构专门调研过越南当地女工的工作兴趣，外资电子厂、纺织厂名列前茅。值得注意的是，这些外资工厂不仅会提供略高于其他工厂的薪水，还会提供相比当地其他工厂更为丰富的福利（如员工食堂等）。\n但这些在越南女工眼中的“高薪+福利”对于欧美品牌而言，是明显的“廉价劳力红利”：在2012年，韩资企业在越南为单一女工的平均支出，甚至只是韩国本土合法工人的三分之一（韩国本地的黑工情况除外）。由于越南当地的劳动保障模式和韩国不同，韩资企业甚至会延缓发放工资。而这种“低价且友善的劳力”甚至纵容了一部分韩资企业变本加厉——2018年在越南当地曾发生了“光霖通商”等一系列韩资企业“卷款出逃”或不按时支付员工薪水、保险的情况。\n由“低价劳力”和“税费补贴”构成的越南产能，早在2010年前后，就已经让一些国外分析师产生质疑。\n值得注意的是，耐克在越南的代工厂以鞋类工厂为主。而和曾经基于中国产能的代工模式相比，越南鞋类代工很难做到“产销一体”——越南当地市场无法消化巨量产能。来自耐克的财报和公开信息显示，越南市场在亚洲范围内甚至难以进入前五。其实把越南、泰国、马来西亚三个耐克最大代工基地的市场份额加在一起，也不如大中华区市场带给耐克的销量。\n因此产生的挑战是海运。据悉，越南产地不仅供应了中国市场上的耐克鞋类产品，还为北美市场提供了近83%的耐克鞋类份额。在疫情前及海运价格波动可控的周期内，越南的这种代工+海运模式是可行的：极低的用工成本，为耐克的物流货运开销提供了成本空间。\n但海运成本上涨，已经让这种模式变得充满不确定性。\n今年8月，耐克官方释放的信息显示，从越南出发的海运时间同比延长2倍。由于疫情影响，越南所有港口的工人、货运司机都需要提供核酸检测报告，在严格的防控错失下，越南全国港口用工人数平均减少近50%。而在几个核心港口处，通往港口的货运卡车已经供不应求，据当地统计的数据显示，只有不足60%的卡车还在正常工作。为了缩短物流时间，部分品牌试图通过空运解决问题，但空运价格的高企让这些品牌望而却步。从越南飞往北美的空运价格在6个月的时间内已经上涨超过一倍。\n更大的危机来自于原本让耐克“尝到甜头”的低价劳工。\n受疫情影响，越南宣布了“三就地”政策（疫情期间就地防控，比如工人住在工厂里就地隔离）但这种模式，给越南的代工厂带来了极大挑战。值得注意的是，和其他地方的代工厂不同，越南大部分代工厂是没有员工宿舍的——受到文化和风俗影响，越南女工每天需要按时回家，而不愿意在工厂里住宿（或者上夜班，白天按时回家）。在“三就地”政策下，许多工厂出现了“辞职潮”：在越南当地，出现了数年未有的返乡潮，众多原本在胡志明市务工的工人，辞职回乡。\n截至9月底，耐克、阿迪达斯、安德玛等企业在越南的代工厂均未正常复工，而摆在他们面前的关键挑战是：11月和12月几个关键市场将进入购物旺季。\n耐克或失去中国市场\n耐克在中国市场正面临前所未有的挑战。\n今年618期间，耐克销售额同比下滑24.1%，而与之形成鲜明对比的是，同期李宁、安踏分别增长31.8%、38.5%。\n耐克高层也意识到“失去中国市场”的危机。在6月电话会议上，耐克高管曾30次提到“中国”一词，其CEO甚至公开表示“耐克是属于中国的”。但这番示好，并未能阻挡耐克在中国的疲软态势：9月底，耐克正式下调全年预期，而第三季度耐克在中国市场环比增速下降超过10%。\n值得注意的是，越南产能困局，可能会让耐克的成绩单更为难看：随着中国双十一和欧美圣诞期两个关键购物周期来临，耐克已经进入了旺季备货期。\n一位超级主播团队负责人向虎嗅表示，按照惯例十月份开始，主播们就需要开始对耐克、阿迪等品牌进行备货。但据她了解，今年双十一的情况可能会发生巨大变化“很多主播对耐克和阿迪望而却步，大家不愿意在这个时候选择与这样的品牌合作。”据她透露，早在今年9月，各大主播团队已经跟李宁、安踏、鸿星尔克等本土品牌积极沟通，“今年双十一，很可能会是本土品牌的里程碑节点。”\n某本土运动头部品牌的运营负责人表示，对于李宁、安踏两大本土品牌而言，阿迪达斯的优势已经非常小甚至可以说“即将被彻底超越”，但“理性来看，耐克目前的优势依然明显，今年双十一可能会成为分水岭。”据这位负责人透露，五大本土品牌都把今年双十一作为一个关键节点，“就算不能超越耐克，也可以进一步分食耐克的市场份额”。值得注意的是，今年618期间，耐克在电商平台上的品类市场份额占比，已经降至9.5%，这也是耐克这些年来占比最低的一次。\n一位不愿具名的分析师表示，发力越南产能，其实让耐克和阿迪达斯走了弯路。“从代工能力和产品质量上来说，中国鞋服产能是世界第一位的，目前越南、泰国、马来西亚、印度的代工能力都远远比不上中国。”\n在这位分析师看来，李宁、安踏等品牌基于本土产能的模式，可能会成为这一次“本土和国际大牌对决”过程中的关键点之一，“质量优势，是提高客单价的基础。”\n实际上在2008年前后，本土品牌曾遇到过一次相似的机会：由于北京奥运会的影响，当时本土品牌遇到了一个红利周期，李宁、安踏等品牌的销量明显上升，而耐克、阿迪等品牌的销量占比下降明显。\n但这次窗口期并未让本土品牌取代耐克、阿迪达斯的优势地位。\n“当时产品本身不行，这是根本；加上传统渠道模式，本土品牌受限太多；以及当时主力消费者，对本土品牌的认可度有限。”纺织服装领域分析师田昭认为，越南产能困局和棉花事件，只是为本土品牌带来了一个新的窗口期，但和2008年相比，本土品牌的变化很大。\n“李宁、安踏都在向DTC模式深度转型。”在田昭看来，2015年的库存危机和2018年之后直播冲击，“倒逼”这批活下来的本土头部公司不断进化，“李宁、安踏现在对于市场的反应能力，比耐克、阿迪达斯要快得多。”值得注意的是，在这批头部品牌DTC转型的过程中，“电商化”以及“本土化国风”是共性打法。从2018年开始李宁、安踏的电商销量占比明显上升，而在市场快反领域，这些头部品牌纷纷走上“国风”路线。据某头部品牌今年7月向虎嗅透露，目前该品牌的SKU迭代速度已经比疫情前缩短了一倍以上，在进行设计时，该品牌会更大幅度向“本土化审美倾斜”。\n而发力电商和国风，正是耐克在中国市场的关键“缺失”。今年4月耐克在电商平台一度销量下跌近6成，而在“国潮”风口下，耐克尚未推出针对中国市场的国潮爆品。相反，在今年5月，耐克联合韩国艺人权志龙推出联名鞋 KWONDO1，并将之视为将在年底发布的重磅产品。值得玩味的是，已经有小红书和抖音创作者接到“ KWONDO1”相关商单，并开始种草——据部分创作者透露，KWONDO1被耐克视为可能在中国市场成为爆款的产品之一。但权志龙真是打开中国市场的金钥匙吗？\n眼下，留给耐克的时间并不多。截至9月底，已经有近20%的国外品牌开始把工厂从越南撤离，而耐克方也开始思考新的产能基地地，今年8月曾有分析师建议耐克把产能迁回北美。但随之而来的高额用工成本，是今天的耐克可以承受的吗？或许，耐克需要做的是重新尊重、理解中国市场，并回归产品本身。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312480577,"gmtCreate":1612174549299,"gmtModify":1703758268648,"author":{"id":"3549529768039029","authorId":"3549529768039029","name":"静舒","avatar":"https://static.tigerbbs.com/be82f163778bd362c55ebf9e660a2a2b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"据悉 这两个词不用负责","listText":"据悉 这两个词不用负责","text":"据悉 这两个词不用负责","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312480577","repostId":"1168932248","repostType":4,"repost":{"id":"1168932248","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":1612174234,"share":"https://www.laohu8.com/m/news/1168932248?lang=&edition=full","pubTime":"2021-02-01 18:10","market":"hk","language":"zh","title":"据悉快手机构暗盘交易成交价相比发行价翻倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1168932248","media":"老虎资讯综合","summary":"快手融资额高达1.28万亿，认购人数高达140万。","content":"<p>据报道，<a href=\"https://laohu8.com/S/01024\">快手科技</a>在香港暗盘交易中的交易价为IPO价格的两倍。</p><p>今日早些时候有报道称，快手场外OTC市场成交5万股，成交价250港元，涉资1250万港元，较市场预期上限定价的115港元，涨幅高达117%。</p><p>快手将于2月5日在香港上市。最新消息显示，快手融资额高达1.28万亿，认购人数高达140万，不仅冻资额创历史记录，而且认购人数也创了历史记录。公司本次发售3.65亿股，超购1218倍，触发回拨机制，公开发售占比将扩大至6%，香港公开发售股份总数将增至约2191.32万股。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>据悉快手机构暗盘交易成交价相比发行价翻倍</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n据悉快手机构暗盘交易成交价相比发行价翻倍\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\">2021-02-01 18:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据报道，<a href=\"https://laohu8.com/S/01024\">快手科技</a>在香港暗盘交易中的交易价为IPO价格的两倍。</p><p>今日早些时候有报道称，快手场外OTC市场成交5万股，成交价250港元，涉资1250万港元，较市场预期上限定价的115港元，涨幅高达117%。</p><p>快手将于2月5日在香港上市。最新消息显示，快手融资额高达1.28万亿，认购人数高达140万，不仅冻资额创历史记录，而且认购人数也创了历史记录。公司本次发售3.65亿股，超购1218倍，触发回拨机制，公开发售占比将扩大至6%，香港公开发售股份总数将增至约2191.32万股。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a113221e7eea17d614e3a3d22c60b8bb","relate_stocks":{"01024":"快手-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168932248","content_text":"据报道，快手科技在香港暗盘交易中的交易价为IPO价格的两倍。今日早些时候有报道称，快手场外OTC市场成交5万股，成交价250港元，涉资1250万港元，较市场预期上限定价的115港元，涨幅高达117%。快手将于2月5日在香港上市。最新消息显示，快手融资额高达1.28万亿，认购人数高达140万，不仅冻资额创历史记录，而且认购人数也创了历史记录。公司本次发售3.65亿股，超购1218倍，触发回拨机制，公开发售占比将扩大至6%，香港公开发售股份总数将增至约2191.32万股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":255874193465440,"gmtCreate":1703489225605,"gmtModify":1703495396078,"author":{"id":"3549529768039029","authorId":"3549529768039029","name":"静舒","avatar":"https://static.tigerbbs.com/be82f163778bd362c55ebf9e660a2a2b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"感觉大科技要回调[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;各位什么看法","listText":"感觉大科技要回调[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;各位什么看法","text":"感觉大科技要回调[开心] [开心] [开心] 各位什么看法","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/255874193465440","isVote":1,"tweetType":1,"viewCount":1448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":255813532143824,"gmtCreate":1703465453126,"gmtModify":1703465454673,"author":{"id":"3549529768039029","authorId":"3549529768039029","name":"静舒","avatar":"https://static.tigerbbs.com/be82f163778bd362c55ebf9e660a2a2b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"一人888吗？[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"一人888吗？[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"一人888吗？[财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/255813532143824","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170309639,"gmtCreate":1626402166321,"gmtModify":1626402166321,"author":{"id":"3549529768039029","authorId":"3549529768039029","name":"静舒","avatar":"https://static.tigerbbs.com/be82f163778bd362c55ebf9e660a2a2b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"我觉得会稳定在35附近小米","listText":"我觉得会稳定在35附近小米","text":"我觉得会稳定在35附近小米","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170309639","repostId":"2151857176","repostType":2,"repost":{"id":"2151857176","pubTimestamp":1626400920,"share":"https://www.laohu8.com/m/news/2151857176?lang=&edition=full","pubTime":"2021-07-16 10:02","market":"hk","language":"zh","title":"小米超越苹果首次跃居全球第二大智能手机厂商","url":"https://stock-news.laohu8.com/highlight/detail?id=2151857176","media":"C114通信网","summary":"事实上，小米与苹果手机的全球前三之争已持续多个季度。在2020年Q4，小米手机全球出货量4340万台，同比增长31.5%，首次超越苹果重返全球第三。与此同时，Canalys指出，小米仍主要侧重大众市场。相比三星和苹果，小米手机的平均售价分别便宜约40%和75%。","content":"<html><body><article><p>C114讯 7月16日消息（安迪）市场研究机构Canalys发布的最新调研报告显示，2021年第二季度全球智能手机出货量同比增长12%。不过，这份初步的报告暂未公布具体的出货量数据。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210716100331677v2468g2rchuixc6\"/><p>2021年第二季度，排名全球智能手机市场出货量前五的厂商分别是：<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>（19%）、小米（17%）、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>（14%）、Oppo（10%）、Vivo（10%）。其中，小米以17%的市场份额，在Q2的销量超越了苹果，晋升全球第二，小米在Q2更是取得同比高速增长83%的成绩。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210716100332475v246adgdh2u0oy9\"/><p>事实上，小米与苹果手机的全球前三之争已持续多个季度。在2020年Q4，小米手机全球出货量4340万台，同比增长31.5%，首次超越苹果重返全球第三。2021年Q1，苹果以15%的市场份额升至全球第二，小米以14%的份额紧随其后，其全球出货量达到4940万台，同比增长69.1%。</p><p>在Canalys看来，小米正迅速拓展海外业务，比如小米在拉美、非洲、西欧这三个市场的出货量分别猛增逾300%、逾150%、逾50%。小米在不断壮大的同时与时俱进，现在小米将商业模式由挑战者向守擂者转变，启动了多项计划，比如整合渠道合作伙伴、更精细化管理公开市场上的旧库存。</p><p>与此同时，Canalys指出，小米仍主要侧重大众市场。相比三星和苹果，小米手机的平均售价分别便宜约40%和75%。因此，小米今年的一大优先事项就是提升其高端产品（比如小米11 Ultra）的销量，这将是一场艰苦卓绝的较量。</p><p>面对全球供应链紧张的形势，Canalys认为，所有厂商都在竭力确保零部件供应，但小米已经将目光投向下一个目标：取代三星，成为全球头号厂商。</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>小米超越苹果首次跃居全球第二大智能手机厂商</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小米超越苹果首次跃居全球第二大智能手机厂商\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 10:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107161003357c212640&s=b><strong>C114通信网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>C114讯 7月16日消息（安迪）市场研究机构Canalys发布的最新调研报告显示，2021年第二季度全球智能手机出货量同比增长12%。不过，这份初步的报告暂未公布具体的出货量数据。2021年第二季度，排名全球智能手机市场出货量前五的厂商分别是：三星（19%）、小米（17%）、苹果（14%）、Oppo（10%）、Vivo（10%）。其中，小米以17%的市场份额，在Q2的销量超越了苹果，晋升全球第二...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107161003357c212640&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/523577f376ad45e2d0b28eb9173ccb28","relate_stocks":{"01810":"小米集团-W","03086":"华夏纳指","09086":"华夏纳指-U","AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107161003357c212640&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2151857176","content_text":"C114讯 7月16日消息（安迪）市场研究机构Canalys发布的最新调研报告显示，2021年第二季度全球智能手机出货量同比增长12%。不过，这份初步的报告暂未公布具体的出货量数据。2021年第二季度，排名全球智能手机市场出货量前五的厂商分别是：三星（19%）、小米（17%）、苹果（14%）、Oppo（10%）、Vivo（10%）。其中，小米以17%的市场份额，在Q2的销量超越了苹果，晋升全球第二，小米在Q2更是取得同比高速增长83%的成绩。事实上，小米与苹果手机的全球前三之争已持续多个季度。在2020年Q4，小米手机全球出货量4340万台，同比增长31.5%，首次超越苹果重返全球第三。2021年Q1，苹果以15%的市场份额升至全球第二，小米以14%的份额紧随其后，其全球出货量达到4940万台，同比增长69.1%。在Canalys看来，小米正迅速拓展海外业务，比如小米在拉美、非洲、西欧这三个市场的出货量分别猛增逾300%、逾150%、逾50%。小米在不断壮大的同时与时俱进，现在小米将商业模式由挑战者向守擂者转变，启动了多项计划，比如整合渠道合作伙伴、更精细化管理公开市场上的旧库存。与此同时，Canalys指出，小米仍主要侧重大众市场。相比三星和苹果，小米手机的平均售价分别便宜约40%和75%。因此，小米今年的一大优先事项就是提升其高端产品（比如小米11 Ultra）的销量，这将是一场艰苦卓绝的较量。面对全球供应链紧张的形势，Canalys认为，所有厂商都在竭力确保零部件供应，但小米已经将目光投向下一个目标：取代三星，成为全球头号厂商。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377016773,"gmtCreate":1619484271792,"gmtModify":1619484271792,"author":{"id":"3549529768039029","authorId":"3549529768039029","name":"静舒","avatar":"https://static.tigerbbs.com/be82f163778bd362c55ebf9e660a2a2b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"希望印度人民早日摆脱新冠阴影","listText":"希望印度人民早日摆脱新冠阴影","text":"希望印度人民早日摆脱新冠阴影","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377016773","repostId":"2130345576","repostType":4,"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334059250,"gmtCreate":1610675742170,"gmtModify":1703746150540,"author":{"id":"3549529768039029","authorId":"3549529768039029","name":"静舒","avatar":"https://static.tigerbbs.com/be82f163778bd362c55ebf9e660a2a2b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"小米为什么别列入黑名单 有原因吗","listText":"小米为什么别列入黑名单 有原因吗","text":"小米为什么别列入黑名单 有原因吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/334059250","repostId":"2103155869","repostType":2,"repost":{"id":"2103155869","pubTimestamp":1610674889,"share":"https://www.laohu8.com/m/news/2103155869?lang=&edition=full","pubTime":"2021-01-15 09:41","market":"hk","language":"zh","title":"【港股通】小米(01810)裂口低开11.2%  据报小米突遭美列入黑名单","url":"https://stock-news.laohu8.com/highlight/detail?id=2103155869","media":"凤凰网港股","summary":"凤凰网港股|据路透社消息称，美国政府14日将9家中国企业列入所谓「与中国军方相关」的黑名单中，其中包括手机制造商小米及飞机制造商中国商飞。消息致使小米(01810)股价裂口低开11.2%后小幅度回升，最新报29.75元，跌8.88%，成交额43亿元。","content":"<html><body><article><p>凤凰网港股|据路透社消息称，美国政府14日将9家中国企业列入所谓「与中国军方相关」的黑名单中，其中包括手机制造商小米及飞机制造商中国商飞。</p><p>消息致使小米(01810)股价裂口低开11.2%后小幅度回升，最新报29.75元，跌8.88%，成交额43亿元。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101150941357a457d4a&s=b><strong>凤凰网港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网港股|据路透社消息称，美国政府14日将9家中国企业列入所谓「与中国军方相关」的黑名单中，其中包括手机制造商小米及飞机制造商中国商飞。消息致使小米(01810)股价裂口低开11.2%后小幅度回升，最新报29.75元，跌8.88%，成交额43亿元。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101150941357a457d4a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4879226cba5adf8ff2086dab0c52ccbb","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101150941357a457d4a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2103155869","content_text":"凤凰网港股|据路透社消息称，美国政府14日将9家中国企业列入所谓「与中国军方相关」的黑名单中，其中包括手机制造商小米及飞机制造商中国商飞。消息致使小米(01810)股价裂口低开11.2%后小幅度回升，最新报29.75元，跌8.88%，成交额43亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629988838,"gmtCreate":1670213647524,"gmtModify":1670213649179,"author":{"id":"3549529768039029","authorId":"3549529768039029","name":"静舒","avatar":"https://static.tigerbbs.com/be82f163778bd362c55ebf9e660a2a2b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"加油(ง •̀_•́)ง","listText":"加油(ง •̀_•́)ง","text":"加油(ง •̀_•́)ง","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629988838","isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811554409,"gmtCreate":1630333426001,"gmtModify":1704958668291,"author":{"id":"3549529768039029","authorId":"3549529768039029","name":"静舒","avatar":"https://static.tigerbbs.com/be82f163778bd362c55ebf9e660a2a2b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$</a>怎么办","listText":"<a href=\"https://laohu8.com/S/HUYA\">$虎牙(HUYA)$</a>怎么办","text":"$虎牙(HUYA)$怎么办","images":[{"img":"https://static.tigerbbs.com/3b4c064c17c36b219eea36e35cd3e817","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811554409","isVote":1,"tweetType":1,"viewCount":1519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":255814266728608,"gmtCreate":1703465631507,"gmtModify":1703465632995,"author":{"id":"3549529768039029","authorId":"3549529768039029","name":"静舒","avatar":"https://static.tigerbbs.com/be82f163778bd362c55ebf9e660a2a2b","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"难道就我觉得关于充值规范化更好吗","listText":"难道就我觉得关于充值规范化更好吗","text":"难道就我觉得关于充值规范化更好吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/255814266728608","repostId":"1199633114","repostType":4,"repost":{"id":"1199633114","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":1703462590,"share":"https://www.laohu8.com/m/news/1199633114?lang=&edition=full","pubTime":"2023-12-25 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src=\"https://static.tigerbbs.com/c252aadc8dcd871f9d14fb9fd1675f55\" title=\"\" tg-width=\"955\" tg-height=\"9117\"/></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>12月新批国产网游版号数量过百，释放支持网游行业积极信号</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n12月新批国产网游版号数量过百，释放支持网游行业积极信号\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\">2023-12-25 08:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月25日，国家新闻出版署发布12月国产网络游戏审批信息，共105款游戏获批，其中包括<a href=\"https://laohu8.com/S/00700\">腾讯</a>旗下的《逆战：未来》、<a href=\"https://laohu8.com/S/NTES\">网易</a>旗下的《萤火突击》等。</p><p><strong>游戏工委：12月份新批国产网络游戏版号数量过百，持续释放支持网络游戏行业繁荣健康发展的积极信号</strong></p><p style=\"text-align: start;\">今天，国家新闻出版署发布了新批准的105款国产游戏版号，单次审批数量首次突破百款，所涵盖的游戏企业范围也更广，中国音像与数字出版协会游戏工委和广大游戏企业深受鼓舞。这次新批版号，是继12月22日新批准一批进口网络游戏版号后，国家新闻出版署又批准发布的一批国产网络游戏版号，有力展示了主管部门积极支持网络游戏发展的鲜明态度。游戏工委希望广大会员单位以此为契机，努力推出更多精品，推动网络游戏行业高质量发展，为促进文化繁荣发展，建设文化强国贡献力量。（<a href=\"https://mp.weixin.qq.com/s/NLv9J036USWJPOFrew0ctw\" title=\"中国音数协游戏工委微信公众号\" target=\"_blank\">中国音数协游戏工委微信公众号</a>）</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c252aadc8dcd871f9d14fb9fd1675f55\" title=\"\" tg-width=\"955\" tg-height=\"9117\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6732755bad1da573809dd82708472f29","relate_stocks":{"SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0173614495.USD":"富达中国焦点A","LU1880383366.USD":"东方汇理中国股票基金 A2 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