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準備好
2023-12-22
现在各行都需要信心,希望这个监管不要落实,看看游戏股的反应就知道现在信心多么低迷。腾讯控股 网易
$心动公司(02400)$
$三七互娱(002555)$
$中手游(00302)$
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2023-02-27
与微软打造的沉侵式交互创作课堂“妙笔世界”这个还挺值得期待的,这就是数字化内容的最好体现。
$有道(DAO)$
準備好
2022-08-22
[开心]
@景辰财经:大伙觉得财富管理与健康管理相结合会有怎样的火花?
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2022-06-09
$万物新生(RERE)$
$京东(JD)$
和京东合作,有保障,好发展
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2022-05-11
$海银控股(HYW)$
财富管理行业是要迎来自己的春天了吗?
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2022-04-14
$简普科技(JT)$
这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊
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2022-03-30
$海银控股(HYW)$
从整体趋势看海银,不难发现海银仍没有触及其价格压力线。
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2022-03-11
$海银控股(HYW)$
下周大伙对中概股的什么看法?
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2022-03-04
[开心]
@海银控股:从地方政府城投债到政信债
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2022-02-22
$洋葱集团(OG)$
$云集(YJ)$
$万里马(300591)$
近年来,利好政策、行业环境和法律法规完善等因素驱使,我国进出口电商发展势头猛涨。不少传统外贸工厂和贸易商,以及国内品牌商都敏锐捕捉到这个风口,纷纷谋求“触电”。
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2022-01-27
$洋葱集团(OG)$
看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了
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2021-12-20
$中手游(00302)$
很多人将元宇宙仅仅视为游戏,但游戏之外的IP改编内容同样重要,元宇宙中能够承载动漫、文学等其他内容形式,这是目前技术可以实现的。至少目前@中手游在仙剑IP方面是有这样的积累的,仙剑4的动画化,与影视剧重拍什么的,也算加分项。
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2021-12-17
$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?
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2021-10-22
陌生人和熟人社交都要做,映客是“微信+陌陌”的合体?
$映客(03700)$
提及映客,很多人都熟悉它是做直播的平台,当然现在社交平台做的也是风生水起。如今,映客掌门人奉佑生调整方向,既要做陌生人,也要做熟人社交。此前,映客互娱孵化出20余款针对垂直领域的社交产品,包括积目、对缘等产品,覆盖兴趣社交、婚恋社交、地域社交等多个维度。当然,主要是陌生人社交。映客上半年财报显示,社交产品矩阵贡献收入约26.9亿元,占总收入的66.7%。这是映客互娱业务结构的一次直接转变,公司社交产品的收入首次超过直播产品。上面所讲的社交平台,是属于陌生人社交,映客并不满足,准备进军线下场景,试图以“近场社交”的需求为基础,融合线上平台,打造陌生人+熟人的全方位新社交生态圈。这点不得不说,映客在长沙和北京已经开设了主题社交场景馆。如果说陌生人社交是叫板陌陌,线下熟人社交则是针对QQ和微信,当然是针对它们没有布局的线下社交。这种线上与线下结合的组合拳,还是令人期待的。
陌生人和熟人社交都要做,映客是“微信+陌陌”的合体?
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2021-10-19
$中手游(00302)$
斗罗大陆在泰国免费榜第一,畅销榜第3,海外业绩今年能上100倍不?
去老虎APP查看更多动态
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$中手游(00302)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/254855958028424","isVote":1,"tweetType":1,"viewCount":2007,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3529203049958723","authorId":"3529203049958723","name":"巴菲特第三","avatar":"https://static.tigerbbs.com/027d69f95a8bc9872e2f5dc6deaddd2b","crmLevel":1,"crmLevelSwitch":0},"content":"基本没可能不落实的,你看教培跌成什么样了,该执行也执行了;这个政策确实不应该现在这个时机","text":"基本没可能不落实的,你看教培跌成什么样了,该执行也执行了;这个政策确实不应该现在这个时机","html":"基本没可能不落实的,你看教培跌成什么样了,该执行也执行了;这个政策确实不应该现在这个时机"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624299518,"gmtCreate":1677481380334,"gmtModify":1677481381544,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"与微软打造的沉侵式交互创作课堂“妙笔世界”这个还挺值得期待的,这就是数字化内容的最好体现。<a target=\"_blank\" href=\"https://laohu8.com/S/DAO\">$有道(DAO)$ </a>","listText":"与微软打造的沉侵式交互创作课堂“妙笔世界”这个还挺值得期待的,这就是数字化内容的最好体现。<a target=\"_blank\" href=\"https://laohu8.com/S/DAO\">$有道(DAO)$ </a>","text":"与微软打造的沉侵式交互创作课堂“妙笔世界”这个还挺值得期待的,这就是数字化内容的最好体现。$有道(DAO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":7,"repostSize":20,"link":"https://laohu8.com/post/624299518","isVote":1,"tweetType":1,"viewCount":134525,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4128592237360290","authorId":"4128592237360290","name":"风满万华","avatar":"https://static.tigerbbs.com/2bfafb6a6f8f18193310049baf0adffb","crmLevel":1,"crmLevelSwitch":0},"content":"在双减环境下,教育行业纷纷转型,能够继续深耕教育且盈利的,网易有道算是很少的了。","text":"在双减环境下,教育行业纷纷转型,能够继续深耕教育且盈利的,网易有道算是很少的了。","html":"在双减环境下,教育行业纷纷转型,能够继续深耕教育且盈利的,网易有道算是很少的了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687558863,"gmtCreate":1661170470556,"gmtModify":1661170470556,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心]","listText":"[开心]","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687558863","repostId":"687598200","repostType":1,"repost":{"id":687598200,"gmtCreate":1661146174302,"gmtModify":1661159030794,"author":{"id":"3483341938884489","authorId":"3483341938884489","name":"景辰财经","avatar":"https://static.laohu8.com/a5e89e6e34155c91e69a7cead5a72e85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"大伙觉得财富管理与健康管理相结合会有怎样的火花?","htmlText":"预见市场机会随着外围欧美股市不断走高,各国金融市场有所跟风反弹,从近期的经济数据可以看到普遍向好,这也是带动股市行情企稳反弹的一个契机。一方面金融股开始突破上方压力位,具有区位优势的企业或将迎来估值修复。另一方面政策端在发行机制和交易机制方面的改革仍在持续,行业经营的政策环境持续向好,估值与成长趋势短期错配带来良好配置机遇,全球经济修复局势下看好金融投资板块。健康行业蓝海后疫情时代,社会公众一方面对健康的需求呈现持续增长态势。其中对健康产品和服务的需求也持续增长,呈现刚性特征,刺激健康产品和服务的消费已经成为优化国内消费结构的重要途径。另一方面,社会大众财富保值增值意愿增强。疫情的影响提升了个人及家庭资产配置中对负债端的谨慎,以及通过理财、保险等平滑消费、规避风险的需求,居民寻求财富保值增值的意愿愈加强烈。在这个背景下,如何将财富和健康市场蓝海有机结合起来,成为应该思考的重要问题。企业突围战略海银控股近期签署投资北京美力三生科技有限公司多数股权的最终协议,将业务扩展至快速增长的医疗健康管理领域。海银控股深耕财富管理行业16年以来,深谙高净值人群“财富”和“健康”两大核心需求,本次战略投资完成后,能更好地致力于客户的财富管理和医疗健康管理,在业内打造财富管理与健康管理相结合的新标杆。中国健康管理行业市场规模不断扩展,响应国策的同时,又能抵御不确定风险,大伙觉得财富管理与健康管理相结合会有怎样的火花?对未来财富管理行业有怎么样的期许?参考文章:《<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> 战略投资美力三生科技以进一步拓展其高端医疗健康服务》https://www.laohu8.com/post/685799072《海银控股与慧甚(FactSet)联合发布全球大健康股票指数》htt","listText":"预见市场机会随着外围欧美股市不断走高,各国金融市场有所跟风反弹,从近期的经济数据可以看到普遍向好,这也是带动股市行情企稳反弹的一个契机。一方面金融股开始突破上方压力位,具有区位优势的企业或将迎来估值修复。另一方面政策端在发行机制和交易机制方面的改革仍在持续,行业经营的政策环境持续向好,估值与成长趋势短期错配带来良好配置机遇,全球经济修复局势下看好金融投资板块。健康行业蓝海后疫情时代,社会公众一方面对健康的需求呈现持续增长态势。其中对健康产品和服务的需求也持续增长,呈现刚性特征,刺激健康产品和服务的消费已经成为优化国内消费结构的重要途径。另一方面,社会大众财富保值增值意愿增强。疫情的影响提升了个人及家庭资产配置中对负债端的谨慎,以及通过理财、保险等平滑消费、规避风险的需求,居民寻求财富保值增值的意愿愈加强烈。在这个背景下,如何将财富和健康市场蓝海有机结合起来,成为应该思考的重要问题。企业突围战略海银控股近期签署投资北京美力三生科技有限公司多数股权的最终协议,将业务扩展至快速增长的医疗健康管理领域。海银控股深耕财富管理行业16年以来,深谙高净值人群“财富”和“健康”两大核心需求,本次战略投资完成后,能更好地致力于客户的财富管理和医疗健康管理,在业内打造财富管理与健康管理相结合的新标杆。中国健康管理行业市场规模不断扩展,响应国策的同时,又能抵御不确定风险,大伙觉得财富管理与健康管理相结合会有怎样的火花?对未来财富管理行业有怎么样的期许?参考文章:《<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> 战略投资美力三生科技以进一步拓展其高端医疗健康服务》https://www.laohu8.com/post/685799072《海银控股与慧甚(FactSet)联合发布全球大健康股票指数》htt","text":"预见市场机会随着外围欧美股市不断走高,各国金融市场有所跟风反弹,从近期的经济数据可以看到普遍向好,这也是带动股市行情企稳反弹的一个契机。一方面金融股开始突破上方压力位,具有区位优势的企业或将迎来估值修复。另一方面政策端在发行机制和交易机制方面的改革仍在持续,行业经营的政策环境持续向好,估值与成长趋势短期错配带来良好配置机遇,全球经济修复局势下看好金融投资板块。健康行业蓝海后疫情时代,社会公众一方面对健康的需求呈现持续增长态势。其中对健康产品和服务的需求也持续增长,呈现刚性特征,刺激健康产品和服务的消费已经成为优化国内消费结构的重要途径。另一方面,社会大众财富保值增值意愿增强。疫情的影响提升了个人及家庭资产配置中对负债端的谨慎,以及通过理财、保险等平滑消费、规避风险的需求,居民寻求财富保值增值的意愿愈加强烈。在这个背景下,如何将财富和健康市场蓝海有机结合起来,成为应该思考的重要问题。企业突围战略海银控股近期签署投资北京美力三生科技有限公司多数股权的最终协议,将业务扩展至快速增长的医疗健康管理领域。海银控股深耕财富管理行业16年以来,深谙高净值人群“财富”和“健康”两大核心需求,本次战略投资完成后,能更好地致力于客户的财富管理和医疗健康管理,在业内打造财富管理与健康管理相结合的新标杆。中国健康管理行业市场规模不断扩展,响应国策的同时,又能抵御不确定风险,大伙觉得财富管理与健康管理相结合会有怎样的火花?对未来财富管理行业有怎么样的期许?参考文章:《$海银控股(HYW)$ 战略投资美力三生科技以进一步拓展其高端医疗健康服务》https://www.laohu8.com/post/685799072《海银控股与慧甚(FactSet)联合发布全球大健康股票指数》htt","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687598200","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680940218,"gmtCreate":1654754483839,"gmtModify":1704860308970,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>和京东合作,有保障,好发展","listText":"<a 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href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>财富管理行业是要迎来自己的春天了吗?","text":"$海银控股(HYW)$财富管理行业是要迎来自己的春天了吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612128970","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613509100,"gmtCreate":1649927133801,"gmtModify":1649927133801,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JT\">$简普科技(JT)$</a>这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JT\">$简普科技(JT)$</a>这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊","text":"$简普科技(JT)$这成绩真不错,不光主营撑得住,就连广告和营销服务这种都能翻番增,未来可期啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613509100","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610654464,"gmtCreate":1648615709887,"gmtModify":1648615709887,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>从整体趋势看海银,不难发现海银仍没有触及其价格压力线。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>从整体趋势看海银,不难发现海银仍没有触及其价格压力线。","text":"$海银控股(HYW)$从整体趋势看海银,不难发现海银仍没有触及其价格压力线。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610654464","isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635699616,"gmtCreate":1646965981929,"gmtModify":1646965981929,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>下周大伙对中概股的什么看法?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>下周大伙对中概股的什么看法?","text":"$海银控股(HYW)$下周大伙对中概股的什么看法?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635699616","isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632856947,"gmtCreate":1646362922531,"gmtModify":1646362922531,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心]","listText":"[开心]","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632856947","repostId":"636553626","repostType":1,"repost":{"id":636553626,"gmtCreate":1646019903124,"gmtModify":1646032665937,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"海银控股","avatar":"https://static.tigerbbs.com/f3c7935f0b0765e512aef52d486f545e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"从地方政府城投债到政信债","htmlText":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","listText":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","text":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","images":[{"img":"https://static.tigerbbs.com/7091d4f3597cad303025644cf9658715","width":"632","height":"212"},{"img":"https://static.tigerbbs.com/b810866035adb4fb5dffc5ef56655871","width":"632","height":"88"},{"img":"https://static.tigerbbs.com/f1cc52591d4189b4472be59af4855edd","width":"632","height":"253"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636553626","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638442317,"gmtCreate":1645509961051,"gmtModify":1645510471454,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/300591\">$万里马(300591)$</a>近年来,利好政策、行业环境和法律法规完善等因素驱使,我国进出口电商发展势头猛涨。不少传统外贸工厂和贸易商,以及国内品牌商都敏锐捕捉到这个风口,纷纷谋求“触电”。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/300591\">$万里马(300591)$</a>近年来,利好政策、行业环境和法律法规完善等因素驱使,我国进出口电商发展势头猛涨。不少传统外贸工厂和贸易商,以及国内品牌商都敏锐捕捉到这个风口,纷纷谋求“触电”。","text":"$洋葱集团(OG)$$云集(YJ)$$万里马(300591)$近年来,利好政策、行业环境和法律法规完善等因素驱使,我国进出口电商发展势头猛涨。不少传统外贸工厂和贸易商,以及国内品牌商都敏锐捕捉到这个风口,纷纷谋求“触电”。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638442317","isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639815597,"gmtCreate":1643246812825,"gmtModify":1643246812825,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了","text":"$洋葱集团(OG)$看看现在的洋葱集团合作品牌规模,全球43个国家超4000个品牌达成深度合作,这还强,也对的起跨境电商第一股的标签,有实力就等股价上涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639815597","isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693188837,"gmtCreate":1639985693516,"gmtModify":1639985693516,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a> 很多人将元宇宙仅仅视为游戏,但游戏之外的IP改编内容同样重要,元宇宙中能够承载动漫、文学等其他内容形式,这是目前技术可以实现的。至少目前@中手游在仙剑IP方面是有这样的积累的,仙剑4的动画化,与影视剧重拍什么的,也算加分项。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a> 很多人将元宇宙仅仅视为游戏,但游戏之外的IP改编内容同样重要,元宇宙中能够承载动漫、文学等其他内容形式,这是目前技术可以实现的。至少目前@中手游在仙剑IP方面是有这样的积累的,仙剑4的动画化,与影视剧重拍什么的,也算加分项。","text":"$中手游(00302)$ 很多人将元宇宙仅仅视为游戏,但游戏之外的IP改编内容同样重要,元宇宙中能够承载动漫、文学等其他内容形式,这是目前技术可以实现的。至少目前@中手游在仙剑IP方面是有这样的积累的,仙剑4的动画化,与影视剧重拍什么的,也算加分项。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693188837","isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699903500,"gmtCreate":1639731204151,"gmtModify":1639731204151,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03700\">$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?</a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03700\">$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?</a>","text":"$映客(03700)$ 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href=\"https://laohu8.com/S/03700\">$映客(03700)$</a>提及映客,很多人都熟悉它是做直播的平台,当然现在社交平台做的也是风生水起。如今,映客掌门人奉佑生调整方向,既要做陌生人,也要做熟人社交。此前,映客互娱孵化出20余款针对垂直领域的社交产品,包括积目、对缘等产品,覆盖兴趣社交、婚恋社交、地域社交等多个维度。当然,主要是陌生人社交。映客上半年财报显示,社交产品矩阵贡献收入约26.9亿元,占总收入的66.7%。这是映客互娱业务结构的一次直接转变,公司社交产品的收入首次超过直播产品。上面所讲的社交平台,是属于陌生人社交,映客并不满足,准备进军线下场景,试图以“近场社交”的需求为基础,融合线上平台,打造陌生人+熟人的全方位新社交生态圈。这点不得不说,映客在长沙和北京已经开设了主题社交场景馆。如果说陌生人社交是叫板陌陌,线下熟人社交则是针对QQ和微信,当然是针对它们没有布局的线下社交。这种线上与线下结合的组合拳,还是令人期待的。","text":"$映客(03700)$提及映客,很多人都熟悉它是做直播的平台,当然现在社交平台做的也是风生水起。如今,映客掌门人奉佑生调整方向,既要做陌生人,也要做熟人社交。此前,映客互娱孵化出20余款针对垂直领域的社交产品,包括积目、对缘等产品,覆盖兴趣社交、婚恋社交、地域社交等多个维度。当然,主要是陌生人社交。映客上半年财报显示,社交产品矩阵贡献收入约26.9亿元,占总收入的66.7%。这是映客互娱业务结构的一次直接转变,公司社交产品的收入首次超过直播产品。上面所讲的社交平台,是属于陌生人社交,映客并不满足,准备进军线下场景,试图以“近场社交”的需求为基础,融合线上平台,打造陌生人+熟人的全方位新社交生态圈。这点不得不说,映客在长沙和北京已经开设了主题社交场景馆。如果说陌生人社交是叫板陌陌,线下熟人社交则是针对QQ和微信,当然是针对它们没有布局的线下社交。这种线上与线下结合的组合拳,还是令人期待的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851821843","isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850717845,"gmtCreate":1634627179726,"gmtModify":1634628496119,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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网易 <a target=\"_blank\" href=\"https://laohu8.com/S/02400\">$心动公司(02400)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/002555\">$三七互娱(002555)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a>","listText":"现在各行都需要信心,希望这个监管不要落实,看看游戏股的反应就知道现在信心多么低迷。腾讯控股 网易 <a target=\"_blank\" href=\"https://laohu8.com/S/02400\">$心动公司(02400)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/002555\">$三七互娱(002555)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$ </a>","text":"现在各行都需要信心,希望这个监管不要落实,看看游戏股的反应就知道现在信心多么低迷。腾讯控股 网易 $心动公司(02400)$ $三七互娱(002555)$ 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href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a> 很多人将元宇宙仅仅视为游戏,但游戏之外的IP改编内容同样重要,元宇宙中能够承载动漫、文学等其他内容形式,这是目前技术可以实现的。至少目前@中手游在仙剑IP方面是有这样的积累的,仙剑4的动画化,与影视剧重拍什么的,也算加分项。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00302\">$中手游(00302)$</a> 很多人将元宇宙仅仅视为游戏,但游戏之外的IP改编内容同样重要,元宇宙中能够承载动漫、文学等其他内容形式,这是目前技术可以实现的。至少目前@中手游在仙剑IP方面是有这样的积累的,仙剑4的动画化,与影视剧重拍什么的,也算加分项。","text":"$中手游(00302)$ 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斗罗大陆在泰国免费榜第一,畅销榜第3,海外业绩今年能上100倍不?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850717845","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4097730375215110","authorId":"4097730375215110","name":"权威许可","avatar":"https://static.tigerbbs.com/21278bb7607231475a22d5fc491d7ab7","crmLevel":1,"crmLevelSwitch":0},"content":"营收要占30%才能成规模,而且现在需要稳,关键看明年","text":"营收要占30%才能成规模,而且现在需要稳,关键看明年","html":"营收要占30%才能成规模,而且现在需要稳,关键看明年"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638442317,"gmtCreate":1645509961051,"gmtModify":1645510471454,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a><a 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href=\"https://laohu8.com/S/03700\">$映客(03700)$</a>提及映客,很多人都熟悉它是做直播的平台,当然现在社交平台做的也是风生水起。如今,映客掌门人奉佑生调整方向,既要做陌生人,也要做熟人社交。此前,映客互娱孵化出20余款针对垂直领域的社交产品,包括积目、对缘等产品,覆盖兴趣社交、婚恋社交、地域社交等多个维度。当然,主要是陌生人社交。映客上半年财报显示,社交产品矩阵贡献收入约26.9亿元,占总收入的66.7%。这是映客互娱业务结构的一次直接转变,公司社交产品的收入首次超过直播产品。上面所讲的社交平台,是属于陌生人社交,映客并不满足,准备进军线下场景,试图以“近场社交”的需求为基础,融合线上平台,打造陌生人+熟人的全方位新社交生态圈。这点不得不说,映客在长沙和北京已经开设了主题社交场景馆。如果说陌生人社交是叫板陌陌,线下熟人社交则是针对QQ和微信,当然是针对它们没有布局的线下社交。这种线上与线下结合的组合拳,还是令人期待的。","text":"$映客(03700)$提及映客,很多人都熟悉它是做直播的平台,当然现在社交平台做的也是风生水起。如今,映客掌门人奉佑生调整方向,既要做陌生人,也要做熟人社交。此前,映客互娱孵化出20余款针对垂直领域的社交产品,包括积目、对缘等产品,覆盖兴趣社交、婚恋社交、地域社交等多个维度。当然,主要是陌生人社交。映客上半年财报显示,社交产品矩阵贡献收入约26.9亿元,占总收入的66.7%。这是映客互娱业务结构的一次直接转变,公司社交产品的收入首次超过直播产品。上面所讲的社交平台,是属于陌生人社交,映客并不满足,准备进军线下场景,试图以“近场社交”的需求为基础,融合线上平台,打造陌生人+熟人的全方位新社交生态圈。这点不得不说,映客在长沙和北京已经开设了主题社交场景馆。如果说陌生人社交是叫板陌陌,线下熟人社交则是针对QQ和微信,当然是针对它们没有布局的线下社交。这种线上与线下结合的组合拳,还是令人期待的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851821843","isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687558863,"gmtCreate":1661170470556,"gmtModify":1661170470556,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心]","listText":"[开心]","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687558863","repostId":"687598200","repostType":1,"repost":{"id":687598200,"gmtCreate":1661146174302,"gmtModify":1661159030794,"author":{"id":"3483341938884489","authorId":"3483341938884489","name":"景辰财经","avatar":"https://static.laohu8.com/a5e89e6e34155c91e69a7cead5a72e85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"大伙觉得财富管理与健康管理相结合会有怎样的火花?","htmlText":"预见市场机会随着外围欧美股市不断走高,各国金融市场有所跟风反弹,从近期的经济数据可以看到普遍向好,这也是带动股市行情企稳反弹的一个契机。一方面金融股开始突破上方压力位,具有区位优势的企业或将迎来估值修复。另一方面政策端在发行机制和交易机制方面的改革仍在持续,行业经营的政策环境持续向好,估值与成长趋势短期错配带来良好配置机遇,全球经济修复局势下看好金融投资板块。健康行业蓝海后疫情时代,社会公众一方面对健康的需求呈现持续增长态势。其中对健康产品和服务的需求也持续增长,呈现刚性特征,刺激健康产品和服务的消费已经成为优化国内消费结构的重要途径。另一方面,社会大众财富保值增值意愿增强。疫情的影响提升了个人及家庭资产配置中对负债端的谨慎,以及通过理财、保险等平滑消费、规避风险的需求,居民寻求财富保值增值的意愿愈加强烈。在这个背景下,如何将财富和健康市场蓝海有机结合起来,成为应该思考的重要问题。企业突围战略海银控股近期签署投资北京美力三生科技有限公司多数股权的最终协议,将业务扩展至快速增长的医疗健康管理领域。海银控股深耕财富管理行业16年以来,深谙高净值人群“财富”和“健康”两大核心需求,本次战略投资完成后,能更好地致力于客户的财富管理和医疗健康管理,在业内打造财富管理与健康管理相结合的新标杆。中国健康管理行业市场规模不断扩展,响应国策的同时,又能抵御不确定风险,大伙觉得财富管理与健康管理相结合会有怎样的火花?对未来财富管理行业有怎么样的期许?参考文章:《<a 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href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>从整体趋势看海银,不难发现海银仍没有触及其价格压力线。","text":"$海银控股(HYW)$从整体趋势看海银,不难发现海银仍没有触及其价格压力线。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610654464","isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635699616,"gmtCreate":1646965981929,"gmtModify":1646965981929,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>下周大伙对中概股的什么看法?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>下周大伙对中概股的什么看法?","text":"$海银控股(HYW)$下周大伙对中概股的什么看法?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635699616","isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632856947,"gmtCreate":1646362922531,"gmtModify":1646362922531,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心]","listText":"[开心]","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632856947","repostId":"636553626","repostType":1,"repost":{"id":636553626,"gmtCreate":1646019903124,"gmtModify":1646032665937,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"海银控股","avatar":"https://static.tigerbbs.com/f3c7935f0b0765e512aef52d486f545e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"从地方政府城投债到政信债","htmlText":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","listText":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","text":"摘要2021年,城投债发行保持两位数增速,存量规模在信用债中占比持续提升,政策趋严下净融资额小幅下降,募集资金用于借新还旧的比例进一步提高,发行利率波动微升;在信用债结构性资产荒背景下,城投债优势凸显、更受投资者偏好,交易利差整体下行;此外,监管政策边际收紧进一步加剧城投区域分化。展望2022年,“适度超前开展基础设施投资”或为部分城投企业带来利好,但考虑到“坚决遏制新增地方政府隐性债务”的要求,城投企业融资或将进一步收紧,城投债发行规模或在5.0-5.5万亿元之间。政信债本就是地方政府作为隐形保障而发行的债,综合来说政信债项目风险是比较低的,比较适合保守型、稳健型的投资人。在资产配置中,能为国家建设出上一份力,同时也能换来合适的收益,其实也是一种不错的选择。地方政府债与城投债截至2022年2月21日,全国共25个省(直辖市)在预算执行报告或政府工作报告中披露了2021年地方政府债务相关数据,财政部于2月10日披露了31个省(直辖市)地方政府债务总体情况,结合各省城投债发行情况,2021年末,全国31个省(市)地方政府债务余额为30.5万亿,相比2020年末净增4.8万亿,债务余额同比增速18.7%。 图1:2021年地方政府债务余额增速及增额(亿元,%)数据来源:Wind从城投债的角度来看,2021年余额增速也有所回落,但整体仍是净融资大年。除5月和10月受监管收紧、财报更新、节日因素等影响,城投债净融资偏弱外,其他月份保持相对通畅,全年城投债(Wind口径)净融资2.0万亿,创2018年来新高。图2:2021年城投债余额增速及净融资额(亿元,%) 数据来源:Wind2021年各省债务增速分化明显,北京和广东两地2021年地方政府债务余额增速达到44.6%、33.3%,在所有省份中居第一和第二。根据我们统计,北京、广东2021年发行特殊再融资债1721","images":[{"img":"https://static.tigerbbs.com/7091d4f3597cad303025644cf9658715","width":"632","height":"212"},{"img":"https://static.tigerbbs.com/b810866035adb4fb5dffc5ef56655871","width":"632","height":"88"},{"img":"https://static.tigerbbs.com/f1cc52591d4189b4472be59af4855edd","width":"632","height":"253"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636553626","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699903500,"gmtCreate":1639731204151,"gmtModify":1639731204151,"author":{"id":"4097730163215020","authorId":"4097730163215020","name":"準備好","avatar":"https://static.tigerbbs.com/8f6a44e9ffd49efa1a98f34b9bc2eed3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03700\">$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?</a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/03700\">$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?</a>","text":"$映客(03700)$ 快手股价较上市价已经跌超75%了,映客不上不下就这个价位也还不错?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699903500","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}