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老虎认证: 用最有趣的方式学投资!投资漫画《大赢家》连载中,每日爆更中!
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Z世代投资学堂
2022-04-10
看漫画,学投资!《大赢家》38 - 成功的创业者
创业者除了要不怕丢脸,要敢于行动,还需要什么能力?漫画中的智者/投资人杨镭先生,是
$Unity Software Inc.(U)$
和
$Couchbase, Inc.(BASE)$
的早期投资人,他在这一话会传授李斌什么智慧呢?
看漫画,学投资!《大赢家》38 - 成功的创业者
Z世代投资学堂
2022-04-16
看漫画,学投资!《大赢家》40 - 苦难的力量
食物的力量。在饥饿的人面前说大道理有何帮助?想知道故事会如何走下去,敬请期待第三季!
$Beyond Meat, Inc.(BYND)$
$Nutrien Ltd.(NTR)$
$Ingredion(INGR)$
看漫画,学投资!《大赢家》40 - 苦难的力量
Z世代投资学堂
2022-04-13
看漫画,学投资!《大赢家》39 - 我是千小千
挨过饿的人才真正了解饥饿的苦楚。科技所带来的替代食物会对农作业带来什么改变?谁知盘中餐,粒粒皆辛苦······
$Beyond Meat, Inc.(BYND)$
$Nutrien Ltd.(NTR)$
$Corteva, Inc.(CTVA)$
看漫画,学投资!《大赢家》39 - 我是千小千
Z世代投资学堂
2021-11-09
看漫画,学投资!《大赢家》11 — 货币根本
你操作过金融大鳄最爱的外汇交易吗?《大赢家》改编自日本百万畅销漫画《投资者Z》,由中国著名漫画家转轮手枪主笔,讲述了贫困大学生钱小千通过正确投资改变命运的故事。一次意外,钱小千误闯了大学的秘密投资社团,并被说服(强迫)加入。一步一步,他学习如何投资,并在过程中和社团成员建立深厚的友谊。但是,危险正在逼近,市场出现恐慌,动荡迫在眉睫……是不是剧情听起来超级刺激?不止如此!这部漫画里还会有真实的上市公司和专业投资人出场…让你在享受漫画的同时,真的了解上市公司的商业模式,还能和专业投资人学习投资窍门!现在就关注我们,一起阅读吧!
$中国银行(601988)$
$高盛(GS)$
$美国银行(BAC)$
免责声明漫画中提到的投资观点仅为娱乐,不作为任何个人或机构投资的投资建议或依据。股市有风险,入市须谨慎。
看漫画,学投资!《大赢家》11 — 货币根本
Z世代投资学堂
2021-10-27
看漫画,学投资!《大赢家》01 — 新世界
《大赢家》改编自日本百万畅销漫画《投资者Z》,由中国著名漫画家转轮手枪主笔,讲述了贫困大学生钱小千通过正确投资改变命运的故事。一次意外,钱小千误闯了大学的秘密投资社团,并被说服(强迫)加入。一步一步,他学习如何投资,并在过程中和社团成员建立深厚的友谊。但是,危险正在逼近,市场出现恐慌,动荡迫在眉睫……是不是剧情听起来超级刺激?不止如此!这部漫画里还会有真实的上市公司和专业投资人出场…让你在享受漫画的同时,真的了解上市公司的商业模式,还能和专业投资人学习投资窍门!现在就关注我们,一起阅读吧!
$美团-W(03690)$
$Just Eat Takeaway.com N.V. American Depositary Shares(GRUB)$
$Deliveroo Holdings PLC(ROO.UK)$
免责声明漫画中提到的投资观点仅为娱乐,不作为任何个人或机构投资的投资建议或依据。股市有风险,入市须谨慎。
看漫画,学投资!《大赢家》01 — 新世界
Z世代投资学堂
2022-03-04
看漫画,学投资!《大赢家》24 - 欢迎来到心动
《大赢家》非常荣幸采访了黄一孟先生,并将访谈内容以漫画的形式呈现给大家!让我们一起走进
$XD INC(02400)$
吧!
$TENCENT(00700)$
$Meta Platforms, Inc.(FB)$
看漫画,学投资!《大赢家》24 - 欢迎来到心动
Z世代投资学堂
2022-03-08
看漫画,学投资!《大赢家》26 - 从游戏开始
续心动之后,投资小组将会参观哪些公司呢? 想知道,便与我们一起追这部漫画!
$Perfect World Co.,Ltd.(002624)$
$TENCENT(00700)$
$Apple(AAPL)$
看漫画,学投资!《大赢家》26 - 从游戏开始
Z世代投资学堂
2022-04-07
看漫画,学投资!《大赢家》37 - 接受挑战吧,创业者!
我们的创业者正接受如此艰巨的挑战,你认为他会成功吗?这样的考验有意义吗?
$苹果(AAPL)$
$Meta Platforms(FB)$
$腾讯控股(00700)$
看漫画,学投资!《大赢家》37 - 接受挑战吧,创业者!
Z世代投资学堂
2022-03-06
看漫画,学投资!《大赢家》25 - 为未来而心动
与黄一孟先生的对话中,你认为会有什么有趣的想法和启发呢?想一想,CEO对于他们的公司有多大的影响,而会如何左右你的投资?
$Meta Platforms, Inc.(FB)$
$Tesla Motors(TSLA)$
$XD INC(02400)$
看漫画,学投资!《大赢家》25 - 为未来而心动
Z世代投资学堂
2022-03-03
看漫画,学投资!《大赢家》23 — 新的征程
世界第一部投资条漫《大赢家》第二季来啦! 新的旅程已经开始,投资小组在考察中会遇到什么事?若你能选择,你会想参观哪些企业?
$Perfect World Co.,Ltd.(002624)$
,
$TENCENT(00700)$
还是
$XD INC(02400)$
?说不定...我们就画进漫画里了呢?[Cool] 如果你喜欢我们的漫画,请一定要点赞、评论、转发哦!比心!
看漫画,学投资!《大赢家》23 — 新的征程
Z世代投资学堂
2022-03-27
看漫画,学投资!《大赢家》33 - 永动机!
你对永动机了解多少?那么新能源呢?你有投资跟新能源有关的公司吗?
$Tesla Motors(TSLA)$
$Alibaba(BABA)$
$NIO Inc.(NIO)$
看漫画,学投资!《大赢家》33 - 永动机!
Z世代投资学堂
2022-04-04
看漫画,学投资!《大赢家》36 - 丢脸的创业者
你有想过要去创业吗?你认知了创业最可贵的因素是什么吗?
$Meta Platforms(FB)$
$PayPal(PYPL)$
$阿里巴巴-SW(09988)$
看漫画,学投资!《大赢家》36 - 丢脸的创业者
Z世代投资学堂
2021-11-11
看漫画,学投资!大赢家13 — 乘风破浪的傻瓜
加了杠杆后,他亏掉了所有的钱...《大赢家》改编自日本百万畅销漫画《投资者Z》,由中国著名漫画家转轮手枪主笔,讲述了贫困大学生钱小千通过正确投资改变命运的故事。一次意外,钱小千误闯了大学的秘密投资社团,并被说服(强迫)加入。一步一步,他学习如何投资,并在过程中和社团成员建立深厚的友谊。但是,危险正在逼近,市场出现恐慌,动荡迫在眉睫……是不是剧情听起来超级刺激?不止如此!这部漫画里还会有真实的上市公司和专业投资人出场…让你在享受漫画的同时,真的了解上市公司的商业模式,还能和专业投资人学习投资窍门!现在就关注我们,一起阅读吧!
$中国银行(601988)$
$招商银行(600036)$
$美国银行(BAC)$
免责声明漫画中提到的投资观点仅为娱乐,不作为任何个人或机构投资的投资建议或依据。股市有风险,入市须谨慎。
看漫画,学投资!大赢家13 — 乘风破浪的傻瓜
Z世代投资学堂
2022-03-10
看漫画,学投资!《大赢家》27 - 未来在眼前
你认为未来的游戏会怎么走下去呢?你看好哪些虚拟世界开源项目(Metaverse)公司呢?
$NetEase(NTES)$
$Meta Platforms, Inc.(FB)$
$Perfect World Co.,Ltd.(002624)$
看漫画,学投资!《大赢家》27 - 未来在眼前
Z世代投资学堂
2022-03-29
看漫画,学投资!《大赢家》34 - 传奇人物的传奇
你有投资在颠覆性技术的公司吗?该研究一下了吧?
$Alphabet(GOOGL)$
$Palantir Technologies Inc.(PLTR)$
$Baidu(BIDU)$
看漫画,学投资!《大赢家》34 - 传奇人物的传奇
Z世代投资学堂
2023-08-19
初始报告:东方雨虹(SZ002271),365%的5年潜力增长(VIP GC ,练周祺)
2023-06-30 IniRep_Oriental Yuhong (Zhouqi LIAN) 一、公司概要 东方雨虹的业务是防水产品的生产与施工。其中防水产品主要包括防水涂料和防水卷材。并且公司还包含一定比例的施工业务。2022 年公司防水卷材、防水涂料、工程施工收入分别占比40%、37%、14%。 防水产业链上游主要是石油化工产品等原材料,因此公司对价格掌控能力较弱,但可凭借采购经验降低价格波动。中游为防水建筑材料制造商,下游则是地产基建等具体项目需求。 二、未来的增长动力 公司未来的增长动力主要可划分为公司自身α,即在份额方面的提升和非房和修缮市场的β增长。 1. 份额提升 防水行业概况 防水材料的作用是防止水分对建筑物的侵蚀,延长建筑结构寿命,是建筑业中必不可少的材料。公司主营防水卷材和涂料主要差异在于卷材主要是用于室外大面积铺设,以商用为主;而涂料则主要用于室内密闭区域铺设,以户用为主。 目前,防水行业是大行业小公司的状况,2021年主要防水公司占占比不足20%。2022年由于行业下行,主要公司的市占率都有明显增长。据估计东方雨虹在2022年的出货占比已达到20以上。若是2023年行业主要数据依旧不见起色,预计公司将进一步拓展市占率。 在历史上,行业维持大行业小公司的原因主要有两个:1)非标品长期依靠低价占据市场;2)防水产品存在一定的运输半径限制。目前看两个阻挡行业集中度的原因都在迅速消失。 • 非标品在行业下行和防水新规夹击下快速退出市场。 非标品是指没有达到现行防水(新规
初始报告:东方雨虹(SZ002271),365%的5年潜力增长(VIP GC ,练周祺)
Z世代投资学堂
2022-03-14
看漫画,学投资!《大赢家》29 - 前辈
元宇宙何时会实现?未来将会是怎样?又那家公司将引领风骚?
$Meta Platforms, Inc.(FB)$
$NetEase(NTES)$
$BIDU-SW(09888)$
看漫画,学投资!《大赢家》29 - 前辈
Z世代投资学堂
2023-08-26
初始报告:伊利股份(SH600887),52%的3年潜力增长(VIP GC,曾庆麟)
Company overview • 市场规模上,乳制品行业增速放缓进入相对成熟期,参考国外未来量价增长均有空间,尽管近几年受宏观经济影响见顶,但远期乳制品行业增速应和人均GDP增速接近。其中,各子品类生命周期不同,液态奶处于成熟期,奶酪、低温酸奶处于快速增长期。竞争格局上,预计蒙牛伊利双寡头格局会继续维持。 • 发展史复盘: ○ 理解中国乳制品行业的关键是奶源和需求地长期产销不均衡,21世纪初全国以分散性乳企为主且坚信巴氏奶为主要方向,“利乐包装”的推广给了伊利蒙牛机会从而打开全国市场。 ○ 行业20年扩容20倍,12年之前整体上以规模为先,12年之后以效率为先 • 渠道和供应链:积极把握上游原奶供应,伊利二级分销+渠道精耕具备较强终端掌控力 • 投资逻辑和远期关注方向 ○ 短期看好逻辑:“黑马等,白马跟”,针对伊利这样的白马公司,目前估值极低,17倍PE、26元,接近历史极值也远低于食品饮料全行业估值,预估24年-25年股价41元,有57%的upside,且70%
初始报告:伊利股份(SH600887),52%的3年潜力增长(VIP GC,曾庆麟)
Z世代投资学堂
2022-02-28
看漫画,学投资!《大赢家》22 - 投资你的人生!
世界第一部投资条漫《大赢家》第二季来啦! 新的旅程即将开始,你猜什么这次投资小组会去参观及投资哪些企业?
$Sea Ltd(SE)$
$Meta Platforms, Inc.(FB)$
还是
$XD INC(02400)$
?
看漫画,学投资!《大赢家》22 - 投资你的人生!
Z世代投资学堂
2021-10-29
看漫画,学投资!《大赢家》03 — 给你一千万!
如果你有一千万,你会拿来做什么呢?投资小组为什么会有这么多钱呢?你猜猜!
$老虎证券(TIGR)$
$中国银行(601988)$
$平安银行(000001)$
免责声明漫画中提到的投资观点仅为娱乐,不作为任何个人或机构投资的投资建议或依据。股市有风险,入市须谨慎。
看漫画,学投资!《大赢家》03 — 给你一千万!
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(601186.SH) ,22%的5年潜力增长(VIP GC, 辜武豪)","htmlText":"公司简介 中国铁建股份有限公司主要业务为工程承包、规划设计咨询、投资运营、房地产开发、工业制造、物资物流、绿色环保、产业金融及其他新兴产业。公司具有科研、规划、勘察、设计、施工、监理、维护、运营和投融资等完善的行业产业链,具备为业主提供一站式综合服务的能力。集团是中国乃至全球最具规模实力的综合建设产业集团,连续入选《财富》杂志“世界500强”企业,2023年排名第43位;在美国《工程新闻纪录》(ENR)杂志公布的“全球250家最大承包商”中稳居前3位。 中国铁建前身为解放军铁道兵。中国铁建股份有限公司(简称“中国铁建”)于2007 年11 月 5 日在北京成立,由中国铁道建筑集团有限公司独家发起设立,为国资委管理的特大型建筑企业。2008 年 3 月 10 日和 3 月 13 日,公司分别在上海证券交易所和香港联交所上市。 图1 中国铁建发展历程 资料来源:公司公告,国信证券经济研究所整理 公司连续入选美国《工程新闻纪录》(ENR)杂志“全球 250 家最大承包商”,2022年排名第 3 位;连续入选《财富》杂志“世界 500 强”,2022 年排名第 39 位;连续入选“中国企业 500 强”,2022 年排名第 11 位。下图是2022 年度 ENR “TOP 250 国际承包商”和“TOP 250 全球承包商”。 公司拥有行业领先技术专家(1 名工程院院士、11 名国家勘察设计大师、11 名“百千万人才工程”国家级人选),获国家级、省级奖项多次(国家科学技术奖 87项、中国土木工程詹天佑奖 123 项、国家优质工程奖 490 项、中国建筑工程鲁班奖 157 项、省部级工法 3838 项),累计拥有专利 24896 项。 股权结构 公司由国资委控股,是全球领先的特大型综合建设集团之一。公司控股股东为中国铁道建筑集团有限公司,持股比例为 51.13%,实际控制人为国务院","listText":"公司简介 中国铁建股份有限公司主要业务为工程承包、规划设计咨询、投资运营、房地产开发、工业制造、物资物流、绿色环保、产业金融及其他新兴产业。公司具有科研、规划、勘察、设计、施工、监理、维护、运营和投融资等完善的行业产业链,具备为业主提供一站式综合服务的能力。集团是中国乃至全球最具规模实力的综合建设产业集团,连续入选《财富》杂志“世界500强”企业,2023年排名第43位;在美国《工程新闻纪录》(ENR)杂志公布的“全球250家最大承包商”中稳居前3位。 中国铁建前身为解放军铁道兵。中国铁建股份有限公司(简称“中国铁建”)于2007 年11 月 5 日在北京成立,由中国铁道建筑集团有限公司独家发起设立,为国资委管理的特大型建筑企业。2008 年 3 月 10 日和 3 月 13 日,公司分别在上海证券交易所和香港联交所上市。 图1 中国铁建发展历程 资料来源:公司公告,国信证券经济研究所整理 公司连续入选美国《工程新闻纪录》(ENR)杂志“全球 250 家最大承包商”,2022年排名第 3 位;连续入选《财富》杂志“世界 500 强”,2022 年排名第 39 位;连续入选“中国企业 500 强”,2022 年排名第 11 位。下图是2022 年度 ENR “TOP 250 国际承包商”和“TOP 250 全球承包商”。 公司拥有行业领先技术专家(1 名工程院院士、11 名国家勘察设计大师、11 名“百千万人才工程”国家级人选),获国家级、省级奖项多次(国家科学技术奖 87项、中国土木工程詹天佑奖 123 项、国家优质工程奖 490 项、中国建筑工程鲁班奖 157 项、省部级工法 3838 项),累计拥有专利 24896 项。 股权结构 公司由国资委控股,是全球领先的特大型综合建设集团之一。公司控股股东为中国铁道建筑集团有限公司,持股比例为 51.13%,实际控制人为国务院","text":"公司简介 中国铁建股份有限公司主要业务为工程承包、规划设计咨询、投资运营、房地产开发、工业制造、物资物流、绿色环保、产业金融及其他新兴产业。公司具有科研、规划、勘察、设计、施工、监理、维护、运营和投融资等完善的行业产业链,具备为业主提供一站式综合服务的能力。集团是中国乃至全球最具规模实力的综合建设产业集团,连续入选《财富》杂志“世界500强”企业,2023年排名第43位;在美国《工程新闻纪录》(ENR)杂志公布的“全球250家最大承包商”中稳居前3位。 中国铁建前身为解放军铁道兵。中国铁建股份有限公司(简称“中国铁建”)于2007 年11 月 5 日在北京成立,由中国铁道建筑集团有限公司独家发起设立,为国资委管理的特大型建筑企业。2008 年 3 月 10 日和 3 月 13 日,公司分别在上海证券交易所和香港联交所上市。 图1 中国铁建发展历程 资料来源:公司公告,国信证券经济研究所整理 公司连续入选美国《工程新闻纪录》(ENR)杂志“全球 250 家最大承包商”,2022年排名第 3 位;连续入选《财富》杂志“世界 500 强”,2022 年排名第 39 位;连续入选“中国企业 500 强”,2022 年排名第 11 位。下图是2022 年度 ENR “TOP 250 国际承包商”和“TOP 250 全球承包商”。 公司拥有行业领先技术专家(1 名工程院院士、11 名国家勘察设计大师、11 名“百千万人才工程”国家级人选),获国家级、省级奖项多次(国家科学技术奖 87项、中国土木工程詹天佑奖 123 项、国家优质工程奖 490 项、中国建筑工程鲁班奖 157 项、省部级工法 3838 项),累计拥有专利 24896 项。 股权结构 公司由国资委控股,是全球领先的特大型综合建设集团之一。公司控股股东为中国铁道建筑集团有限公司,持股比例为 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随着大量的数据向边缘下沉,边缘计算将有更大的发展,对边缘侧的算力提出了更高的要求 智能驾驶、智慧家居、智慧安防、消费电子等终端产品类型逐渐多样,出货量增加催生大量芯片需求 ● 根据其在实践中的目标,可分为训练芯片和推理芯片 2 AI芯片发展历程 3 国内外政策环境 ● 2016 年发改委《互联网+人工智能三年行动实施方案》:对人工智能芯片发展方向提出多项要求,并促进智能终端可穿戴设备的推广落地。 ● 2017年国务院《新一","text":"一、人工智能芯片概述 1 概念界定 1.1 AI芯片 ● 广义AI芯片:专门用于处理人工智能应用中大量计算任务的模块,即面向人工智能领域的芯片均被称为AI芯片。 ● 狭义AI芯片:针对人工智能算法做了特殊加速设计的芯片 1.2 分类 ● 根据其技术架构,可分为GPU、ASIC、FPGA、类脑芯片 GPU最早是图形处理器,现在采用数据并行计算模式,已成为通用计算机和超级计算机的主要处理器。英伟达于AMD占据主导地位 FPGA全称指“可编程逻辑门阵列”,是一种“可重构”芯片,具有模块化和规则化的架构,主要包含可编程逻辑模块、片上储存器及用于连接逻辑模块的克重购互连层次结构。 ASIC是指应特定用户要求和特定电子系统的需要而设计、制造的集成电路。ASIC从性能、能效、成本均极大的超越了标准芯片,非常适合AI计算场景,是当前大部分AI初创公司开发的目标产品。 类脑芯片基于神经形态计算(脉冲神经网络SNN) ● 根据其在网络中的位置,可分为云端AI芯片、边缘及终端AI芯片 大多数AI训练和推理工作负载都发生在公共云和私有云中,云仍是AI的中心 随着大量的数据向边缘下沉,边缘计算将有更大的发展,对边缘侧的算力提出了更高的要求 智能驾驶、智慧家居、智慧安防、消费电子等终端产品类型逐渐多样,出货量增加催生大量芯片需求 ● 根据其在实践中的目标,可分为训练芯片和推理芯片 2 AI芯片发展历程 3 国内外政策环境 ● 2016 年发改委《互联网+人工智能三年行动实施方案》:对人工智能芯片发展方向提出多项要求,并促进智能终端可穿戴设备的推广落地。 ● 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(NYSE:BEKE) , 73% 5-yr Potential Upside (VIP GC,曾庆麟)","htmlText":"Overseas leader review The following section mainly analyzes the real estate brokerage market in the US The real estate brokerage market in the US is different from that in China. Its characteristics are as follows: 1) The US mainly sells existing houses, with second-hand existing houses accounting for about 90%, while China accounts for about 33%; 2) House sales are mainly single-family houses, accounting for about 82%; 3) The MLS system (full name Multiple Listing Service System or Housing Information Sharing System) is adopted. MLS is a place where agents with their membership status publish real housing listings. According to NAR statistics, 90% of home sellers have uploaded their listings to MLS. The US real estate brokerage market is relatively scattered. According to REALTRENDS Stat","listText":"Overseas leader review The following section mainly analyzes the real estate brokerage market in the US The real estate brokerage market in the US is different from that in China. Its characteristics are as follows: 1) The US mainly sells existing houses, with second-hand existing houses accounting for about 90%, while China accounts for about 33%; 2) House sales are mainly single-family houses, accounting for about 82%; 3) The MLS system (full name Multiple Listing Service System or Housing Information Sharing System) is adopted. MLS is a place where agents with their membership status publish real housing listings. According to NAR statistics, 90% of home sellers have uploaded their listings to MLS. The US real estate brokerage market is relatively scattered. According to REALTRENDS Stat","text":"Overseas leader review The following section mainly analyzes the real estate brokerage market in the US The real estate brokerage market in the US is different from that in China. Its characteristics are as follows: 1) The US mainly sells existing houses, with second-hand existing houses accounting for about 90%, while China accounts for about 33%; 2) House sales are mainly single-family houses, accounting for about 82%; 3) The MLS system (full name Multiple Listing Service System or Housing Information Sharing System) is adopted. MLS is a place where agents with their membership status publish real housing listings. According to NAR statistics, 90% of home sellers have uploaded their listings to MLS. The US real estate brokerage market is relatively scattered. According to REALTRENDS Stat","images":[{"img":"https://static.tigerbbs.com/9ba68642cb9fbfe4aa9889e74a9f96e6","width":"1042","height":"472"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303377939300416","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":303377281409032,"gmtCreate":1715087113335,"gmtModify":1715087159551,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Initial Report(part2): KE Holdings Inc. (NYSE:BEKE) , 73% 5-yr Potential Upside (VIP GC,曾庆麟)","htmlText":"New housing business There is great room for growth in the penetration rate of new housing business, and future growth mainly depends on the penetration rate. Currently, it is expected that the penetration rate of brokers in China's new housing transactions will be less than 40%, and the penetration rate in 2026 will only reach 45%, which is significantly lower than the expected penetration rate of 90.5% for existing houses, and there is obvious growth space. Based on the deep development of urbanization and the high and scarce land area in the city center, most real estate developers tend to choose locations in the suburbs or new development areas, and the customer visit rate is naturally low. For future customer acquisition needs, the position of brokers in new housing transactions will","listText":"New housing business There is great room for growth in the penetration rate of new housing business, and future growth mainly depends on the penetration rate. Currently, it is expected that the penetration rate of brokers in China's new housing transactions will be less than 40%, and the penetration rate in 2026 will only reach 45%, which is significantly lower than the expected penetration rate of 90.5% for existing houses, and there is obvious growth space. Based on the deep development of urbanization and the high and scarce land area in the city center, most real estate developers tend to choose locations in the suburbs or new development areas, and the customer visit rate is naturally low. For future customer acquisition needs, the position of brokers in new housing transactions will","text":"New housing business There is great room for growth in the penetration rate of new housing business, and future growth mainly depends on the penetration rate. Currently, it is expected that the penetration rate of brokers in China's new housing transactions will be less than 40%, and the penetration rate in 2026 will only reach 45%, which is significantly lower than the expected penetration rate of 90.5% for existing houses, and there is obvious growth space. Based on the deep development of urbanization and the high and scarce land area in the city center, most real estate developers tend to choose locations in the suburbs or new development areas, and the customer visit rate is naturally low. For future customer acquisition needs, the position of brokers in new housing transactions will","images":[{"img":"https://static.tigerbbs.com/c8637584511b73e6ceaaae1c07a16fd0","width":"1042","height":"472"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303377281409032","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":303377744666912,"gmtCreate":1715087087621,"gmtModify":1715087132586,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Initial Report(part1): KE Holdings Inc. (NYSE:BEKE) , 73% 5-yr Potential Upside (VIP GC,曾庆麟)","htmlText":"Executive summary Industry: Despite fluctuations in real estate policies, the overall market size of the three major residential businesses (stock, new housing transactions, and housing leasing) is still steadily growing, and the penetration rate of real estate brokerage services is also continuing to rise Competition: China's largest online and offline integrated housing transaction and service platform, with significant competitive advantages. In 2021, Beike's transaction volume in the residential field (second-hand + first-hand) reached 3.85 trillion yuan, with a market share of 9.7%, ranking first, exceeding the sum of the second and fifth places combined Based on overseas experience, Beike has integrated the three elements of housing, customers, and agents in China, with very promine","listText":"Executive summary Industry: Despite fluctuations in real estate policies, the overall market size of the three major residential businesses (stock, new housing transactions, and housing leasing) is still steadily growing, and the penetration rate of real estate brokerage services is also continuing to rise Competition: China's largest online and offline integrated housing transaction and service platform, with significant competitive advantages. In 2021, Beike's transaction volume in the residential field (second-hand + first-hand) reached 3.85 trillion yuan, with a market share of 9.7%, ranking first, exceeding the sum of the second and fifth places combined Based on overseas experience, Beike has integrated the three elements of housing, customers, and agents in China, with very promine","text":"Executive summary Industry: Despite fluctuations in real estate policies, the overall market size of the three major residential businesses (stock, new housing transactions, and housing leasing) is still steadily growing, and the penetration rate of real estate brokerage services is also continuing to rise Competition: China's largest online and offline integrated housing transaction and service platform, with significant competitive advantages. In 2021, Beike's transaction volume in the residential field (second-hand + first-hand) reached 3.85 trillion yuan, with a market share of 9.7%, ranking first, exceeding the sum of the second and fifth places combined Based on overseas experience, Beike has integrated the three elements of housing, customers, and agents in China, with very promine","images":[{"img":"https://static.tigerbbs.com/c8637584511b73e6ceaaae1c07a16fd0","width":"1042","height":"472"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303377744666912","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},{"id":302965932146912,"gmtCreate":1715001573793,"gmtModify":1715001863195,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"初始报告(篇二):国鸿氢能(9663.HK),35%的5年潜力增长(VIP GC, 陈琳)","htmlText":"工作性能:重卡载货工作时间长,行驶里程远 契合前文提及的氢燃料电池车在重卡的竞争优势。 据调研,60%以上的重卡司机日均行驶里程在300-500km之间,对长续航发动机要求较高。目前市场上大部分传统的燃油重卡,装备800升油箱就可以轻松续航超过2000公里,穿越几个省份。而动力重卡续航里程上限在300km,且自重大(电池重量可达3吨),充电效率低且高速公路充电桩难寻,难以满足实际工作需求。仅能利用在日均里程300km以内的主要经济带支线运输。而目前燃料电池重卡续航里程已达到400km,可基本满足中短途运输的需求,且充电效率高,契合重卡司机使用需求。 经济效益:重卡是运输公司与个体司机的赚钱工具,成本对比是他们最关心的问题 【购置成本】核心项是燃料电池系统与储氢系统 目前,燃料电池系统与储氢系统是影响氢车成本的最核心零部件,二者核心成本占比超70%,其中燃料电池系统占约60%,储氢系统15%,这两部分具有较大的降本空间,将显著提升氢车的购置优势。 预计2025年燃料系统成本降至2000元/kW,单车功率假设150kW,系统成本30万,整车成本70-90万,相对电动重卡具有竞争力;若燃料电池系统成本降至1000元/kW,150kW燃料电池系统成本为15万元,预计整车成本50-60万元左右,相对燃油车有竞争力 以49吨氢燃料电池重卡为例,整车成本约140万元(纯电重卡80万元,柴油重卡45万元)。其中燃料电池系统功率130 kW,成本约65万元,占比46%;车载储氢系统(约40 kg H2)成本约25万元,占比18%;需配备动力电池120 kW·h,成本占比9%;此外电机及驱动系统占比约13%;车身及其他部分占比14 【使用成本】终端氢气价格*百公里氢耗*行驶里程 当前终端用氢价格在30-80元/kg,当降至20/30元/kg时实现电动车/燃油车平价。受制于市场用氢需求、氢","listText":"工作性能:重卡载货工作时间长,行驶里程远 契合前文提及的氢燃料电池车在重卡的竞争优势。 据调研,60%以上的重卡司机日均行驶里程在300-500km之间,对长续航发动机要求较高。目前市场上大部分传统的燃油重卡,装备800升油箱就可以轻松续航超过2000公里,穿越几个省份。而动力重卡续航里程上限在300km,且自重大(电池重量可达3吨),充电效率低且高速公路充电桩难寻,难以满足实际工作需求。仅能利用在日均里程300km以内的主要经济带支线运输。而目前燃料电池重卡续航里程已达到400km,可基本满足中短途运输的需求,且充电效率高,契合重卡司机使用需求。 经济效益:重卡是运输公司与个体司机的赚钱工具,成本对比是他们最关心的问题 【购置成本】核心项是燃料电池系统与储氢系统 目前,燃料电池系统与储氢系统是影响氢车成本的最核心零部件,二者核心成本占比超70%,其中燃料电池系统占约60%,储氢系统15%,这两部分具有较大的降本空间,将显著提升氢车的购置优势。 预计2025年燃料系统成本降至2000元/kW,单车功率假设150kW,系统成本30万,整车成本70-90万,相对电动重卡具有竞争力;若燃料电池系统成本降至1000元/kW,150kW燃料电池系统成本为15万元,预计整车成本50-60万元左右,相对燃油车有竞争力 以49吨氢燃料电池重卡为例,整车成本约140万元(纯电重卡80万元,柴油重卡45万元)。其中燃料电池系统功率130 kW,成本约65万元,占比46%;车载储氢系统(约40 kg H2)成本约25万元,占比18%;需配备动力电池120 kW·h,成本占比9%;此外电机及驱动系统占比约13%;车身及其他部分占比14 【使用成本】终端氢气价格*百公里氢耗*行驶里程 当前终端用氢价格在30-80元/kg,当降至20/30元/kg时实现电动车/燃油车平价。受制于市场用氢需求、氢","text":"工作性能:重卡载货工作时间长,行驶里程远 契合前文提及的氢燃料电池车在重卡的竞争优势。 据调研,60%以上的重卡司机日均行驶里程在300-500km之间,对长续航发动机要求较高。目前市场上大部分传统的燃油重卡,装备800升油箱就可以轻松续航超过2000公里,穿越几个省份。而动力重卡续航里程上限在300km,且自重大(电池重量可达3吨),充电效率低且高速公路充电桩难寻,难以满足实际工作需求。仅能利用在日均里程300km以内的主要经济带支线运输。而目前燃料电池重卡续航里程已达到400km,可基本满足中短途运输的需求,且充电效率高,契合重卡司机使用需求。 经济效益:重卡是运输公司与个体司机的赚钱工具,成本对比是他们最关心的问题 【购置成本】核心项是燃料电池系统与储氢系统 目前,燃料电池系统与储氢系统是影响氢车成本的最核心零部件,二者核心成本占比超70%,其中燃料电池系统占约60%,储氢系统15%,这两部分具有较大的降本空间,将显著提升氢车的购置优势。 预计2025年燃料系统成本降至2000元/kW,单车功率假设150kW,系统成本30万,整车成本70-90万,相对电动重卡具有竞争力;若燃料电池系统成本降至1000元/kW,150kW燃料电池系统成本为15万元,预计整车成本50-60万元左右,相对燃油车有竞争力 以49吨氢燃料电池重卡为例,整车成本约140万元(纯电重卡80万元,柴油重卡45万元)。其中燃料电池系统功率130 kW,成本约65万元,占比46%;车载储氢系统(约40 kg H2)成本约25万元,占比18%;需配备动力电池120 kW·h,成本占比9%;此外电机及驱动系统占比约13%;车身及其他部分占比14 【使用成本】终端氢气价格*百公里氢耗*行驶里程 当前终端用氢价格在30-80元/kg,当降至20/30元/kg时实现电动车/燃油车平价。受制于市场用氢需求、氢","images":[{"img":"https://static.tigerbbs.com/6a303f71b5ef2671e39a80b3cf815246","width":"837","height":"891"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302965932146912","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"CN","totalScore":0},{"id":302965900640336,"gmtCreate":1715001562735,"gmtModify":1715001858168,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"初始报告(篇一):国鸿氢能(9663.HK),35%的5年潜力增长(VIP GC, 陈琳)","htmlText":"Company Overview 公司基本情况氢燃料电池电堆领军企业,主要布局电堆与系统,2023年11月港股上市。2023年上半年,亿华通与国鸿氢能市占率差异不大,为行业Top2公司电堆技术早年来自于巴拉德的合作学习,针对9SSL 电堆,2016 年两家企业签订技术授权和转让条约,然而电堆核心部件 MEA 均由 Ballard 提供,签约企业仅被授权在中国生产巴拉德电堆和双极板或组装系统。公司凭借强大的自主研发创新能力,在 Ballard 的 9SSL 电堆产品的基础上,实现了电堆的完全自主研发和生产,也在国内率先实现了国产化2020年,公司开始从电堆向系统进军,通过一体化推进发展 公司产品核心产品为燃料电池系统,出货形式为向车企销售燃料电池系统与电堆(以系统为主)燃料电池电堆:分为9SSL、鸿芯G系列。9SSL贡献主要出货销量燃料电池系统:覆盖50kW-100kW,最高功率可达240kW。主要出货功率为>100kW,其次为50-100kW 定价与盈利能力2019-2022H1 公司营业收入分别为 3.66 亿元、2.27 亿元、4.57 亿元和 1.9 亿元,2020 年收入下滑主要系公司主要产品由电堆向系统转型,当年的系统销售价格近半的大幅下降以及由公司引领行业率先大幅度降本截至2022年,公司营业收入为748.5亿元,同比增长63.7%。其中97%来源于燃料电池系统。整体毛利率34%,燃料电池系统毛利率27%,燃料电池电堆毛利率19.1%公司电池电堆毛利率小幅下滑主要系公司产品向系统转型,电堆出货或为此前库存的9ssl 电堆,早期成本较高 截至2023年5月,燃料电池电堆平均售价在1700元/kW(9SSL 2200元/kW,鸿芯G系列1400元/kW),年均降幅24% 截至2023年5月,燃料电池系统平均售价在3800元/kW,>100kW系","listText":"Company Overview 公司基本情况氢燃料电池电堆领军企业,主要布局电堆与系统,2023年11月港股上市。2023年上半年,亿华通与国鸿氢能市占率差异不大,为行业Top2公司电堆技术早年来自于巴拉德的合作学习,针对9SSL 电堆,2016 年两家企业签订技术授权和转让条约,然而电堆核心部件 MEA 均由 Ballard 提供,签约企业仅被授权在中国生产巴拉德电堆和双极板或组装系统。公司凭借强大的自主研发创新能力,在 Ballard 的 9SSL 电堆产品的基础上,实现了电堆的完全自主研发和生产,也在国内率先实现了国产化2020年,公司开始从电堆向系统进军,通过一体化推进发展 公司产品核心产品为燃料电池系统,出货形式为向车企销售燃料电池系统与电堆(以系统为主)燃料电池电堆:分为9SSL、鸿芯G系列。9SSL贡献主要出货销量燃料电池系统:覆盖50kW-100kW,最高功率可达240kW。主要出货功率为>100kW,其次为50-100kW 定价与盈利能力2019-2022H1 公司营业收入分别为 3.66 亿元、2.27 亿元、4.57 亿元和 1.9 亿元,2020 年收入下滑主要系公司主要产品由电堆向系统转型,当年的系统销售价格近半的大幅下降以及由公司引领行业率先大幅度降本截至2022年,公司营业收入为748.5亿元,同比增长63.7%。其中97%来源于燃料电池系统。整体毛利率34%,燃料电池系统毛利率27%,燃料电池电堆毛利率19.1%公司电池电堆毛利率小幅下滑主要系公司产品向系统转型,电堆出货或为此前库存的9ssl 电堆,早期成本较高 截至2023年5月,燃料电池电堆平均售价在1700元/kW(9SSL 2200元/kW,鸿芯G系列1400元/kW),年均降幅24% 截至2023年5月,燃料电池系统平均售价在3800元/kW,>100kW系","text":"Company Overview 公司基本情况氢燃料电池电堆领军企业,主要布局电堆与系统,2023年11月港股上市。2023年上半年,亿华通与国鸿氢能市占率差异不大,为行业Top2公司电堆技术早年来自于巴拉德的合作学习,针对9SSL 电堆,2016 年两家企业签订技术授权和转让条约,然而电堆核心部件 MEA 均由 Ballard 提供,签约企业仅被授权在中国生产巴拉德电堆和双极板或组装系统。公司凭借强大的自主研发创新能力,在 Ballard 的 9SSL 电堆产品的基础上,实现了电堆的完全自主研发和生产,也在国内率先实现了国产化2020年,公司开始从电堆向系统进军,通过一体化推进发展 公司产品核心产品为燃料电池系统,出货形式为向车企销售燃料电池系统与电堆(以系统为主)燃料电池电堆:分为9SSL、鸿芯G系列。9SSL贡献主要出货销量燃料电池系统:覆盖50kW-100kW,最高功率可达240kW。主要出货功率为>100kW,其次为50-100kW 定价与盈利能力2019-2022H1 公司营业收入分别为 3.66 亿元、2.27 亿元、4.57 亿元和 1.9 亿元,2020 年收入下滑主要系公司主要产品由电堆向系统转型,当年的系统销售价格近半的大幅下降以及由公司引领行业率先大幅度降本截至2022年,公司营业收入为748.5亿元,同比增长63.7%。其中97%来源于燃料电池系统。整体毛利率34%,燃料电池系统毛利率27%,燃料电池电堆毛利率19.1%公司电池电堆毛利率小幅下滑主要系公司产品向系统转型,电堆出货或为此前库存的9ssl 电堆,早期成本较高 截至2023年5月,燃料电池电堆平均售价在1700元/kW(9SSL 2200元/kW,鸿芯G系列1400元/kW),年均降幅24% 截至2023年5月,燃料电池系统平均售价在3800元/kW,>100kW系","images":[{"img":"https://static.tigerbbs.com/6a303f71b5ef2671e39a80b3cf815246","width":"837","height":"891"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302965900640336","isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":15,"langContent":"CN","totalScore":0},{"id":301326688592168,"gmtCreate":1714572250482,"gmtModify":1714572387703,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"初始报告:云南白药(000538),43%的5年潜力增长(VIP GC, 王颖)","htmlText":"一、公司简介 云南白药创制于1902年,集品牌、产品和公司名称于一身,业内公认是中华老字号最具有创新力的代表。云南白药连续13年入榜凯度BrandZ最具价值中国品牌100强榜单发布,2023年品牌价值排名医药行业第一名(总第68位,品牌价值26.65亿美元)。 公司管理层 公司组织架构完善,管理人员履历丰富。 二、公司发展历程: 三、公司业务: 药品事业部以云南白药主系列止血镇痛、消肿化瘀的核心产品为主(云南白药气雾剂、云南白药膏、云南白药创可贴等),同时涵盖补益气血、伤风感冒、心脑血管、妇科、儿童等领域的普药和天然特色药物。公司发力植物补益产品,探索医疗器械家庭化使用场景,谋求新增长极。 健康品事业部以牙膏品类为业务核心,依托人/货/场的品牌基建赋能营销,以用户为中心探索新消费场景,开拓口腔护理、养元青防脱洗护新品类。 中药资源事业部围绕云南省特色药用植物资源,在确保集团中药原料优质、高效、低成本供应的同时,打造包括三七系列、品牌药材、天然植物提取物等B端产品,以及包括中药饮片、保健食品族群的C端产品,持续推进中药资源种植端的数字化建设、平台化运营、一体化管理,为客户提供具有成本优势、优质可溯、质量均一的中药原料,针对客户需求,一企一策提供个性化的服务和解决方案,打造品牌药材。 云南省医药有限公司持续巩固云南省药品流通企业市场份额领先地位,已实现云南省16个州市全覆盖,渠道全面辐射各大零售连锁药店,帮助政府、医疗机构搭建更好的管理及服务体系,为上下游客户提供优质的现代医药供应链服务解决方案。 四、公司经营模式 1、基本经营模式 (1)采购模式实行采购需求、执行、决策三权分离的制度,强化采购分析,提升采购专业度,不断探索采购新模式,与互联网企业开发整合平台资源,实现员工福利及差旅服务一站式解决方案。通过供应链价值创新,尝试“贸易代量采购模式”,优化供应链服务,降低供","listText":"一、公司简介 云南白药创制于1902年,集品牌、产品和公司名称于一身,业内公认是中华老字号最具有创新力的代表。云南白药连续13年入榜凯度BrandZ最具价值中国品牌100强榜单发布,2023年品牌价值排名医药行业第一名(总第68位,品牌价值26.65亿美元)。 公司管理层 公司组织架构完善,管理人员履历丰富。 二、公司发展历程: 三、公司业务: 药品事业部以云南白药主系列止血镇痛、消肿化瘀的核心产品为主(云南白药气雾剂、云南白药膏、云南白药创可贴等),同时涵盖补益气血、伤风感冒、心脑血管、妇科、儿童等领域的普药和天然特色药物。公司发力植物补益产品,探索医疗器械家庭化使用场景,谋求新增长极。 健康品事业部以牙膏品类为业务核心,依托人/货/场的品牌基建赋能营销,以用户为中心探索新消费场景,开拓口腔护理、养元青防脱洗护新品类。 中药资源事业部围绕云南省特色药用植物资源,在确保集团中药原料优质、高效、低成本供应的同时,打造包括三七系列、品牌药材、天然植物提取物等B端产品,以及包括中药饮片、保健食品族群的C端产品,持续推进中药资源种植端的数字化建设、平台化运营、一体化管理,为客户提供具有成本优势、优质可溯、质量均一的中药原料,针对客户需求,一企一策提供个性化的服务和解决方案,打造品牌药材。 云南省医药有限公司持续巩固云南省药品流通企业市场份额领先地位,已实现云南省16个州市全覆盖,渠道全面辐射各大零售连锁药店,帮助政府、医疗机构搭建更好的管理及服务体系,为上下游客户提供优质的现代医药供应链服务解决方案。 四、公司经营模式 1、基本经营模式 (1)采购模式实行采购需求、执行、决策三权分离的制度,强化采购分析,提升采购专业度,不断探索采购新模式,与互联网企业开发整合平台资源,实现员工福利及差旅服务一站式解决方案。通过供应链价值创新,尝试“贸易代量采购模式”,优化供应链服务,降低供","text":"一、公司简介 云南白药创制于1902年,集品牌、产品和公司名称于一身,业内公认是中华老字号最具有创新力的代表。云南白药连续13年入榜凯度BrandZ最具价值中国品牌100强榜单发布,2023年品牌价值排名医药行业第一名(总第68位,品牌价值26.65亿美元)。 公司管理层 公司组织架构完善,管理人员履历丰富。 二、公司发展历程: 三、公司业务: 药品事业部以云南白药主系列止血镇痛、消肿化瘀的核心产品为主(云南白药气雾剂、云南白药膏、云南白药创可贴等),同时涵盖补益气血、伤风感冒、心脑血管、妇科、儿童等领域的普药和天然特色药物。公司发力植物补益产品,探索医疗器械家庭化使用场景,谋求新增长极。 健康品事业部以牙膏品类为业务核心,依托人/货/场的品牌基建赋能营销,以用户为中心探索新消费场景,开拓口腔护理、养元青防脱洗护新品类。 中药资源事业部围绕云南省特色药用植物资源,在确保集团中药原料优质、高效、低成本供应的同时,打造包括三七系列、品牌药材、天然植物提取物等B端产品,以及包括中药饮片、保健食品族群的C端产品,持续推进中药资源种植端的数字化建设、平台化运营、一体化管理,为客户提供具有成本优势、优质可溯、质量均一的中药原料,针对客户需求,一企一策提供个性化的服务和解决方案,打造品牌药材。 云南省医药有限公司持续巩固云南省药品流通企业市场份额领先地位,已实现云南省16个州市全覆盖,渠道全面辐射各大零售连锁药店,帮助政府、医疗机构搭建更好的管理及服务体系,为上下游客户提供优质的现代医药供应链服务解决方案。 四、公司经营模式 1、基本经营模式 (1)采购模式实行采购需求、执行、决策三权分离的制度,强化采购分析,提升采购专业度,不断探索采购新模式,与互联网企业开发整合平台资源,实现员工福利及差旅服务一站式解决方案。通过供应链价值创新,尝试“贸易代量采购模式”,优化供应链服务,降低供","images":[{"img":"https://static.tigerbbs.com/a997b9cba1e35171b14320e114920c5b","width":"1417","height":"339"},{"img":"https://static.tigerbbs.com/be5291cc229c87f37d6486cc98fa97ef","width":"1468","height":"702"},{"img":"https://static.tigerbbs.com/d610dbd680789f4b21fe617d869eb908","width":"586","height":"492"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301326688592168","isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},{"id":300981543903520,"gmtCreate":1714487909725,"gmtModify":1714490899400,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"初始报告:唯品会(VIPS.N)30%5年潜力的增长(VIP GC,雷双)","htmlText":"公司介绍 唯品会,是我国特卖电商龙头,深耕“精选品牌+深度折扣+限时抢购”的正品特卖模式。唯品会成立于 2008 年,于 2012 年在纽交所上市。唯品会采用商品错季采购、厂家垂直发货等方式与知名品牌代理商及厂家合作,免除中间商费用,在货源压缩成本确保名牌折扣。与传统电子商务基于主动搜索的购物需求不同,唯品会通过限时特卖,给消费者提供潜在需求的不同消费体验和乐趣。 唯品会主要发展时间点: 2008 年,唯品会名牌限时折扣网正式运营,并首次推出“正品保险”。 2012 年,唯品会成功在纽交所上市。 2015 年,公司推出消费信贷服务“唯品花”。 2017 年,公司与腾讯、京东达成战略合作伙伴关系,三家公司资源互换、战略协同。 2019 年,公司收购杉杉奥莱100%股份,布局线下奥莱业务,推动正品特卖双线发展。 2022 年,唯品会上市十周年,通过在折扣零售领域 13 年的专注运营,唯品会已建立起庞大的用户群和品牌合作伙伴基础。 商业模式 公司商业模式为“正品特卖”,提供精选品牌+深度折扣+限时抢购(主要频道)购买体验。主要销售品类以服饰穿戴为主,涵盖了从服装、鞋包、美妆、母婴、家居等广泛的产品类别。 通过经验丰富的买手团队、与品牌商日益紧密的互利共赢合作关系、自身严格的品控流 程和第三方保险的加持、快速退款服务,唯品会正品+低价+优质服务的竞争优势持续巩固。 (1)唯品会拥有超过千人的专业买手团队。买手们凭借丰富的销售经验,考虑历史数据、流行趋势、季节和顾客反馈,收集、分析、使用顾客行为交易数据,通过顾客关系管理和智能商务系统,挑选符合潮流和消费者欣赏角度的品牌好货。同时也向品牌商提供部分信息,提前跟品牌商谈判价格拿货。 (2)唯品会通过“品牌折扣+限时抢购+正品保障”的商业模式进行营销,激发消费动 力,保证库存清理能力。唯品会强大的库存清理能力加上电商平台所带的流量优势反","listText":"公司介绍 唯品会,是我国特卖电商龙头,深耕“精选品牌+深度折扣+限时抢购”的正品特卖模式。唯品会成立于 2008 年,于 2012 年在纽交所上市。唯品会采用商品错季采购、厂家垂直发货等方式与知名品牌代理商及厂家合作,免除中间商费用,在货源压缩成本确保名牌折扣。与传统电子商务基于主动搜索的购物需求不同,唯品会通过限时特卖,给消费者提供潜在需求的不同消费体验和乐趣。 唯品会主要发展时间点: 2008 年,唯品会名牌限时折扣网正式运营,并首次推出“正品保险”。 2012 年,唯品会成功在纽交所上市。 2015 年,公司推出消费信贷服务“唯品花”。 2017 年,公司与腾讯、京东达成战略合作伙伴关系,三家公司资源互换、战略协同。 2019 年,公司收购杉杉奥莱100%股份,布局线下奥莱业务,推动正品特卖双线发展。 2022 年,唯品会上市十周年,通过在折扣零售领域 13 年的专注运营,唯品会已建立起庞大的用户群和品牌合作伙伴基础。 商业模式 公司商业模式为“正品特卖”,提供精选品牌+深度折扣+限时抢购(主要频道)购买体验。主要销售品类以服饰穿戴为主,涵盖了从服装、鞋包、美妆、母婴、家居等广泛的产品类别。 通过经验丰富的买手团队、与品牌商日益紧密的互利共赢合作关系、自身严格的品控流 程和第三方保险的加持、快速退款服务,唯品会正品+低价+优质服务的竞争优势持续巩固。 (1)唯品会拥有超过千人的专业买手团队。买手们凭借丰富的销售经验,考虑历史数据、流行趋势、季节和顾客反馈,收集、分析、使用顾客行为交易数据,通过顾客关系管理和智能商务系统,挑选符合潮流和消费者欣赏角度的品牌好货。同时也向品牌商提供部分信息,提前跟品牌商谈判价格拿货。 (2)唯品会通过“品牌折扣+限时抢购+正品保障”的商业模式进行营销,激发消费动 力,保证库存清理能力。唯品会强大的库存清理能力加上电商平台所带的流量优势反","text":"公司介绍 唯品会,是我国特卖电商龙头,深耕“精选品牌+深度折扣+限时抢购”的正品特卖模式。唯品会成立于 2008 年,于 2012 年在纽交所上市。唯品会采用商品错季采购、厂家垂直发货等方式与知名品牌代理商及厂家合作,免除中间商费用,在货源压缩成本确保名牌折扣。与传统电子商务基于主动搜索的购物需求不同,唯品会通过限时特卖,给消费者提供潜在需求的不同消费体验和乐趣。 唯品会主要发展时间点: 2008 年,唯品会名牌限时折扣网正式运营,并首次推出“正品保险”。 2012 年,唯品会成功在纽交所上市。 2015 年,公司推出消费信贷服务“唯品花”。 2017 年,公司与腾讯、京东达成战略合作伙伴关系,三家公司资源互换、战略协同。 2019 年,公司收购杉杉奥莱100%股份,布局线下奥莱业务,推动正品特卖双线发展。 2022 年,唯品会上市十周年,通过在折扣零售领域 13 年的专注运营,唯品会已建立起庞大的用户群和品牌合作伙伴基础。 商业模式 公司商业模式为“正品特卖”,提供精选品牌+深度折扣+限时抢购(主要频道)购买体验。主要销售品类以服饰穿戴为主,涵盖了从服装、鞋包、美妆、母婴、家居等广泛的产品类别。 通过经验丰富的买手团队、与品牌商日益紧密的互利共赢合作关系、自身严格的品控流 程和第三方保险的加持、快速退款服务,唯品会正品+低价+优质服务的竞争优势持续巩固。 (1)唯品会拥有超过千人的专业买手团队。买手们凭借丰富的销售经验,考虑历史数据、流行趋势、季节和顾客反馈,收集、分析、使用顾客行为交易数据,通过顾客关系管理和智能商务系统,挑选符合潮流和消费者欣赏角度的品牌好货。同时也向品牌商提供部分信息,提前跟品牌商谈判价格拿货。 (2)唯品会通过“品牌折扣+限时抢购+正品保障”的商业模式进行营销,激发消费动 力,保证库存清理能力。唯品会强大的库存清理能力加上电商平台所带的流量优势反","images":[{"img":"https://static.tigerbbs.com/3422319b7e9eb7b00d3946027811d6fd","width":"1160","height":"362"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300981543903520","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":30,"langContent":"CN","totalScore":0},{"id":299113224954152,"gmtCreate":1714051010319,"gmtModify":1714052735108,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Initial Report(part2): Pop Mart (HKSE)42.7% 1-yr Potential Upside (EIP, Calista CHEW)","htmlText":"2) Popmart has established a strong economic moat by actively seeking out global artists and securing intellectual property rights. This strategic move allows Popmart to develop its own unique toys and go beyond the production of toys solely derived from existing television series, establishing a distinctive brand presence. The company's in-house design team collaborates with artists to refine designs in alignment with the distinctive style of the intellectual property figures and incorporates valuable input from consumer feedback, enhancing the attractiveness of their products. This approach allows artists to concentrate on the creative design aspect while Popmart handles the commercialization process.A pivotal moment in Popmart's expansion was founder Wang Ning's visit to Kenny, the arti","listText":"2) Popmart has established a strong economic moat by actively seeking out global artists and securing intellectual property rights. This strategic move allows Popmart to develop its own unique toys and go beyond the production of toys solely derived from existing television series, establishing a distinctive brand presence. The company's in-house design team collaborates with artists to refine designs in alignment with the distinctive style of the intellectual property figures and incorporates valuable input from consumer feedback, enhancing the attractiveness of their products. This approach allows artists to concentrate on the creative design aspect while Popmart handles the commercialization process.A pivotal moment in Popmart's expansion was founder Wang Ning's visit to Kenny, the arti","text":"2) Popmart has established a strong economic moat by actively seeking out global artists and securing intellectual property rights. This strategic move allows Popmart to develop its own unique toys and go beyond the production of toys solely derived from existing television series, establishing a distinctive brand presence. The company's in-house design team collaborates with artists to refine designs in alignment with the distinctive style of the intellectual property figures and incorporates valuable input from consumer feedback, enhancing the attractiveness of their products. This approach allows artists to concentrate on the creative design aspect while Popmart handles the commercialization process.A pivotal moment in Popmart's expansion was founder Wang Ning's visit to Kenny, the arti","images":[{"img":"https://static.tigerbbs.com/49e2d9f4665e89684c64cc9378d957fa","width":"1232","height":"396"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299113224954152","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":298760933564512,"gmtCreate":1713969097046,"gmtModify":1713969196737,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"初始报告:海澜之家(600398),54.56%的5年潜力增长(VIP GC,白永玲 Kayla)","htmlText":"海澜之家HLA GROUP CORP., LTD. 核心结论:行业首个入选“品牌强国工程”的服装品牌,正在实现从“男人的衣柜”走向“国民品牌”。根据财务报表分析可得,公司资本运营能力比较强劲,资本结构和财务体质相对健康,其通过股权融资降低了企业的债务杠杆率,是一家低估值、高股息的优质的公司。其核心竞争力体现在高效的供应链体系帮助其快速获取顾客对于产品的一手反馈,加速了其新品迭代速度,充分掌握并迎合了用户的消费习惯。 1. 行业概况 男装分为职业装、商务正装、商务休闲装、时尚休闲装等,男装行业发展与宏观经济密切相关,整体来看分为三个阶段,2012年前为快速扩张期,2013-2017年为平稳增长期,2020-2022年因疫情影响有所下滑(其中2021年受到政策影响有所回弹),伴随防疫政策放开和消费复苏,目前行业所处市场正在逐渐恢复。根据迪柯尼招股书数据,2019年国内男装市场的零售规模达到5806亿元,2020年以来受疫情影响,零售规模有一定下滑,为5108亿元,2021和2022年分别为5705亿元和5323亿元。 后疫情时代,服装行业整体呈现低迷复苏态势,且服装作为基础可选消费品,行业增长与宏观经济具有较强相关性,近年来已进入低速增长期。从细分行业来看:(1)男装行业市场较为成熟,竞争格局稳定,市场集中度呈现提升趋势,尤以龙头企业规模优势明显,依托供应链资源,不断推出产品品质、功能创新与国潮时尚兼具的产品,以满足消费者多样化着装需求。(2)女装行业方面,随着居民可支配收入的增长,高净值人群进一步增加,消费者对强设计感、优质的中高端女装消费意愿和能力逐步增强,中高端女装迎来更大的增长空间。(3)童装行业方面,虽然我国近年来出生率不断走低,但新生代父母注重精细化育儿,价格敏感度较低,舒适性和时尚性成为该群体主要消费诉","listText":"海澜之家HLA GROUP CORP., LTD. 核心结论:行业首个入选“品牌强国工程”的服装品牌,正在实现从“男人的衣柜”走向“国民品牌”。根据财务报表分析可得,公司资本运营能力比较强劲,资本结构和财务体质相对健康,其通过股权融资降低了企业的债务杠杆率,是一家低估值、高股息的优质的公司。其核心竞争力体现在高效的供应链体系帮助其快速获取顾客对于产品的一手反馈,加速了其新品迭代速度,充分掌握并迎合了用户的消费习惯。 1. 行业概况 男装分为职业装、商务正装、商务休闲装、时尚休闲装等,男装行业发展与宏观经济密切相关,整体来看分为三个阶段,2012年前为快速扩张期,2013-2017年为平稳增长期,2020-2022年因疫情影响有所下滑(其中2021年受到政策影响有所回弹),伴随防疫政策放开和消费复苏,目前行业所处市场正在逐渐恢复。根据迪柯尼招股书数据,2019年国内男装市场的零售规模达到5806亿元,2020年以来受疫情影响,零售规模有一定下滑,为5108亿元,2021和2022年分别为5705亿元和5323亿元。 后疫情时代,服装行业整体呈现低迷复苏态势,且服装作为基础可选消费品,行业增长与宏观经济具有较强相关性,近年来已进入低速增长期。从细分行业来看:(1)男装行业市场较为成熟,竞争格局稳定,市场集中度呈现提升趋势,尤以龙头企业规模优势明显,依托供应链资源,不断推出产品品质、功能创新与国潮时尚兼具的产品,以满足消费者多样化着装需求。(2)女装行业方面,随着居民可支配收入的增长,高净值人群进一步增加,消费者对强设计感、优质的中高端女装消费意愿和能力逐步增强,中高端女装迎来更大的增长空间。(3)童装行业方面,虽然我国近年来出生率不断走低,但新生代父母注重精细化育儿,价格敏感度较低,舒适性和时尚性成为该群体主要消费诉","text":"海澜之家HLA GROUP CORP., LTD. 核心结论:行业首个入选“品牌强国工程”的服装品牌,正在实现从“男人的衣柜”走向“国民品牌”。根据财务报表分析可得,公司资本运营能力比较强劲,资本结构和财务体质相对健康,其通过股权融资降低了企业的债务杠杆率,是一家低估值、高股息的优质的公司。其核心竞争力体现在高效的供应链体系帮助其快速获取顾客对于产品的一手反馈,加速了其新品迭代速度,充分掌握并迎合了用户的消费习惯。 1. 行业概况 男装分为职业装、商务正装、商务休闲装、时尚休闲装等,男装行业发展与宏观经济密切相关,整体来看分为三个阶段,2012年前为快速扩张期,2013-2017年为平稳增长期,2020-2022年因疫情影响有所下滑(其中2021年受到政策影响有所回弹),伴随防疫政策放开和消费复苏,目前行业所处市场正在逐渐恢复。根据迪柯尼招股书数据,2019年国内男装市场的零售规模达到5806亿元,2020年以来受疫情影响,零售规模有一定下滑,为5108亿元,2021和2022年分别为5705亿元和5323亿元。 后疫情时代,服装行业整体呈现低迷复苏态势,且服装作为基础可选消费品,行业增长与宏观经济具有较强相关性,近年来已进入低速增长期。从细分行业来看:(1)男装行业市场较为成熟,竞争格局稳定,市场集中度呈现提升趋势,尤以龙头企业规模优势明显,依托供应链资源,不断推出产品品质、功能创新与国潮时尚兼具的产品,以满足消费者多样化着装需求。(2)女装行业方面,随着居民可支配收入的增长,高净值人群进一步增加,消费者对强设计感、优质的中高端女装消费意愿和能力逐步增强,中高端女装迎来更大的增长空间。(3)童装行业方面,虽然我国近年来出生率不断走低,但新生代父母注重精细化育儿,价格敏感度较低,舒适性和时尚性成为该群体主要消费诉","images":[{"img":"https://static.tigerbbs.com/6067f474f23896a8f832230f10f2dac4","width":"830","height":"305"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298760933564512","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},{"id":296985173979464,"gmtCreate":1713534885803,"gmtModify":1713535399649,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"初始报告:泸州老窖(000568.SZ),19%的5年潜力增长(VIP GC, 马明淳)","htmlText":"Executive Summary 拥有强大的品牌力作为基础是核心,低度化趋势+强大的低度白酒(38度国窖1573)品牌优势有望成为公司未来的增长引擎,同时低端酒的消费升级有望为公司的收入贡献增量 Management & Stakeholder 泸州老窖总部位于四川泸州,由泸州市国资委直接持股0.08%,最终实现控制。公司股权结构稳定,最大的控股股东是泸州老窖集团有限公司,持股25.89%;第二大股东是泸州兴泸投资集团有限公司,持股24.86%。 Company History1989-2001:战略错误导致品牌力滑坡。泸州老窖为了迎合大众消费,提升自己的产品销量,将泸州老窖特曲定位为大众品牌。然而,由于大众酒销售门槛低,管理难度大,价格秩序混乱,再加上低价格损害品牌形象,泸州老窖的品牌力和品牌形象开始落后于在名酒计划价格放开后提价的五粮液、茅台以及剑南春2001-2012:借“国窖1573”重新定位,回归第一品牌阵营。2003-2012是白酒发展的黄金十年,泸州老窖在2001年推出“国窖1573”、重新定位高端市场,收入利润快速增长2012-2015:行业深度调整期,战略失误、受损严重。三公消费出台后白酒行业进入低迷期,其中品牌力较弱的次高端打击尤为严重、泸州老窖作为高端白酒第三名同样受损严重,批价接近腰斩(从2012年最高点920元下降到540元),且吸取之前“教训”进行的逆势提价策略不但没有挺住国窖品牌力,反而进一步侵蚀了经销商利益、造成品牌与渠道力的进一步下行2015-至今:组织、渠道、产品全面改革,重回第一阵营。自2015年开始,公司进行了多维度的改革。在组织方面,新的管理层上任,董事长刘淼和总经理林锋都有着销售体系的背景,在渠道运营和终端管理等方面积累了丰富经验。在产品方面,公司削减了中低端产品的SKU,集中资源打造国窖的主打产品,将国窖的出厂","listText":"Executive Summary 拥有强大的品牌力作为基础是核心,低度化趋势+强大的低度白酒(38度国窖1573)品牌优势有望成为公司未来的增长引擎,同时低端酒的消费升级有望为公司的收入贡献增量 Management & Stakeholder 泸州老窖总部位于四川泸州,由泸州市国资委直接持股0.08%,最终实现控制。公司股权结构稳定,最大的控股股东是泸州老窖集团有限公司,持股25.89%;第二大股东是泸州兴泸投资集团有限公司,持股24.86%。 Company History1989-2001:战略错误导致品牌力滑坡。泸州老窖为了迎合大众消费,提升自己的产品销量,将泸州老窖特曲定位为大众品牌。然而,由于大众酒销售门槛低,管理难度大,价格秩序混乱,再加上低价格损害品牌形象,泸州老窖的品牌力和品牌形象开始落后于在名酒计划价格放开后提价的五粮液、茅台以及剑南春2001-2012:借“国窖1573”重新定位,回归第一品牌阵营。2003-2012是白酒发展的黄金十年,泸州老窖在2001年推出“国窖1573”、重新定位高端市场,收入利润快速增长2012-2015:行业深度调整期,战略失误、受损严重。三公消费出台后白酒行业进入低迷期,其中品牌力较弱的次高端打击尤为严重、泸州老窖作为高端白酒第三名同样受损严重,批价接近腰斩(从2012年最高点920元下降到540元),且吸取之前“教训”进行的逆势提价策略不但没有挺住国窖品牌力,反而进一步侵蚀了经销商利益、造成品牌与渠道力的进一步下行2015-至今:组织、渠道、产品全面改革,重回第一阵营。自2015年开始,公司进行了多维度的改革。在组织方面,新的管理层上任,董事长刘淼和总经理林锋都有着销售体系的背景,在渠道运营和终端管理等方面积累了丰富经验。在产品方面,公司削减了中低端产品的SKU,集中资源打造国窖的主打产品,将国窖的出厂","text":"Executive Summary 拥有强大的品牌力作为基础是核心,低度化趋势+强大的低度白酒(38度国窖1573)品牌优势有望成为公司未来的增长引擎,同时低端酒的消费升级有望为公司的收入贡献增量 Management & Stakeholder 泸州老窖总部位于四川泸州,由泸州市国资委直接持股0.08%,最终实现控制。公司股权结构稳定,最大的控股股东是泸州老窖集团有限公司,持股25.89%;第二大股东是泸州兴泸投资集团有限公司,持股24.86%。 Company History1989-2001:战略错误导致品牌力滑坡。泸州老窖为了迎合大众消费,提升自己的产品销量,将泸州老窖特曲定位为大众品牌。然而,由于大众酒销售门槛低,管理难度大,价格秩序混乱,再加上低价格损害品牌形象,泸州老窖的品牌力和品牌形象开始落后于在名酒计划价格放开后提价的五粮液、茅台以及剑南春2001-2012:借“国窖1573”重新定位,回归第一品牌阵营。2003-2012是白酒发展的黄金十年,泸州老窖在2001年推出“国窖1573”、重新定位高端市场,收入利润快速增长2012-2015:行业深度调整期,战略失误、受损严重。三公消费出台后白酒行业进入低迷期,其中品牌力较弱的次高端打击尤为严重、泸州老窖作为高端白酒第三名同样受损严重,批价接近腰斩(从2012年最高点920元下降到540元),且吸取之前“教训”进行的逆势提价策略不但没有挺住国窖品牌力,反而进一步侵蚀了经销商利益、造成品牌与渠道力的进一步下行2015-至今:组织、渠道、产品全面改革,重回第一阵营。自2015年开始,公司进行了多维度的改革。在组织方面,新的管理层上任,董事长刘淼和总经理林锋都有着销售体系的背景,在渠道运营和终端管理等方面积累了丰富经验。在产品方面,公司削减了中低端产品的SKU,集中资源打造国窖的主打产品,将国窖的出厂","images":[{"img":"https://static.tigerbbs.com/1496d234fcfc17807c3d2d35bdaf95bc","width":"264","height":"235"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296985173979464","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},{"id":296579817263320,"gmtCreate":1713444809596,"gmtModify":1713447334359,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Initial Report(part2): TotalEnergies (TTE) , 38% 5-yr Potential Upside (VIP SEA, Claire CONTRI )","htmlText":"thics TotalEnergies operates in many different countries with disparate and complex economic, social, and cultural environments, where governments and civil society have especially high expectations of the company as an exemplar. Within this context, TotalEnergies strives to act as a vehicle for positive change in society by helping to promote ethical principles in every region where it operates. Accordingly, TotalEnergies is committed to respecting internationally recognized human rights wherever it operates, especially the Universal Declaration of Human Rights, the Fundamental Conventions of the International Labour Organization (ILO), the U.N. Guiding Principles on Business and Human Rights, the OECD Guidelines for Multinational Enterprises and the Voluntary Principles on Security and","listText":"thics TotalEnergies operates in many different countries with disparate and complex economic, social, and cultural environments, where governments and civil society have especially high expectations of the company as an exemplar. Within this context, TotalEnergies strives to act as a vehicle for positive change in society by helping to promote ethical principles in every region where it operates. Accordingly, TotalEnergies is committed to respecting internationally recognized human rights wherever it operates, especially the Universal Declaration of Human Rights, the Fundamental Conventions of the International Labour Organization (ILO), the U.N. Guiding Principles on Business and Human Rights, the OECD Guidelines for Multinational Enterprises and the Voluntary Principles on Security and","text":"thics TotalEnergies operates in many different countries with disparate and complex economic, social, and cultural environments, where governments and civil society have especially high expectations of the company as an exemplar. Within this context, TotalEnergies strives to act as a vehicle for positive change in society by helping to promote ethical principles in every region where it operates. Accordingly, TotalEnergies is committed to respecting internationally recognized human rights wherever it operates, especially the Universal Declaration of Human Rights, the Fundamental Conventions of the International Labour Organization (ILO), the U.N. Guiding Principles on Business and Human Rights, the OECD Guidelines for Multinational Enterprises and the Voluntary Principles on Security and","images":[{"img":"https://static.tigerbbs.com/945ecf88b602519b094b3030429d1feb","width":"1384","height":"606"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296579817263320","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":296262833086592,"gmtCreate":1713367420425,"gmtModify":1713368113629,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Initial Report(part2): Beyond Meat (NASDAQ: BYND), -30% 5-yr Potential Upside (EIP, Pyae Phyo SHUN) ","htmlText":"estment thesis 5.1. A growing number of evidence about the environmental benefits of consuming plant-based food, coupled with a lack of consumer awareness presents Beyond Meat with an opportunity to capture greater market share. Beyond Meat stands at the intersection of an expanding body of evidence highlighting the environmental advantages of plant-based diets and the existing lack of consumer awareness regarding these benefits. The convergence of these factors presents an opportune moment for Beyond Meat to significantly increase its market share within the plant-based food industry. By leveraging the growing awareness of environmental sustainability and the health benefits associated with plant-based diets, the company can capitalize on this momentum, educating consumers, and strategic","listText":"estment thesis 5.1. A growing number of evidence about the environmental benefits of consuming plant-based food, coupled with a lack of consumer awareness presents Beyond Meat with an opportunity to capture greater market share. Beyond Meat stands at the intersection of an expanding body of evidence highlighting the environmental advantages of plant-based diets and the existing lack of consumer awareness regarding these benefits. The convergence of these factors presents an opportune moment for Beyond Meat to significantly increase its market share within the plant-based food industry. By leveraging the growing awareness of environmental sustainability and the health benefits associated with plant-based diets, the company can capitalize on this momentum, educating consumers, and strategic","text":"estment thesis 5.1. A growing number of evidence about the environmental benefits of consuming plant-based food, coupled with a lack of consumer awareness presents Beyond Meat with an opportunity to capture greater market share. Beyond Meat stands at the intersection of an expanding body of evidence highlighting the environmental advantages of plant-based diets and the existing lack of consumer awareness regarding these benefits. The convergence of these factors presents an opportune moment for Beyond Meat to significantly increase its market share within the plant-based food industry. By leveraging the growing awareness of environmental sustainability and the health benefits associated with plant-based diets, the company can capitalize on this momentum, educating consumers, and strategic","images":[{"img":"https://static.tigerbbs.com/3ea990f22a056d7bfd9d304c9c405741","width":"1600","height":"800"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296262833086592","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":295942419992768,"gmtCreate":1713281615204,"gmtModify":1713283873943,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Initial Report(part3): XPeng (NYSE) , 42% 5-yr Potential Upside (EIP, Weilong TANG)","htmlText":"In the event of accidents associated with the company's ADAS systems, it could face potential liabilities, government scrutiny, and increased regulatory oversight. Moreover, accidents or defects arising from third-party ADAS technology may negatively impact public perception and result in regulatory restrictions on ADAS technology. Additionally, regulatory restrictions pose a potential threat to the company's ADAS technologies. For instance, its research and development activities related to ADAS are subject to regulatory constraints on surveying and mapping, as well as driverless road testing. Any tightening of these regulatory restrictions could have a material adverse impact on the development of the company's ADAS technology. Politics In China threatens XPeng’s attractiveness to invest","listText":"In the event of accidents associated with the company's ADAS systems, it could face potential liabilities, government scrutiny, and increased regulatory oversight. Moreover, accidents or defects arising from third-party ADAS technology may negatively impact public perception and result in regulatory restrictions on ADAS technology. Additionally, regulatory restrictions pose a potential threat to the company's ADAS technologies. For instance, its research and development activities related to ADAS are subject to regulatory constraints on surveying and mapping, as well as driverless road testing. Any tightening of these regulatory restrictions could have a material adverse impact on the development of the company's ADAS technology. Politics In China threatens XPeng’s attractiveness to invest","text":"In the event of accidents associated with the company's ADAS systems, it could face potential liabilities, government scrutiny, and increased regulatory oversight. Moreover, accidents or defects arising from third-party ADAS technology may negatively impact public perception and result in regulatory restrictions on ADAS technology. Additionally, regulatory restrictions pose a potential threat to the company's ADAS technologies. For instance, its research and development activities related to ADAS are subject to regulatory constraints on surveying and mapping, as well as driverless road testing. Any tightening of these regulatory restrictions could have a material adverse impact on the development of the company's ADAS technology. Politics In China threatens XPeng’s attractiveness to invest","images":[{"img":"https://static.tigerbbs.com/ae0c52efda700b471e4ed7371b42642e","width":"1018","height":"388"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295942419992768","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":295662031515856,"gmtCreate":1713191996538,"gmtModify":1713192070646,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Initial Report(part2): Performance Food Group (NYSE:PFGC), 51% 5-yr Potential Upside (VIP SEA, Julian LEE)","htmlText":"Tech enabled fulfilment centres with last mile delivery Vistar has automated significantly its 3 retail centres (small parcel shipments) . With leverage on technological capabilities with automation in picking and packing parcels, Vistar allows products to be able to deliver to 96% of the population in 1-2 days. With the tech-enabled fulfilment facilities , this helps boost PFGC E-commerce & Q-Commerce segment.Given PFGC scale and supply chain, they could act as fulfilment service centres for manufacturers and customers alike. Even if its clients utilises a third party website , PFGC would still be able to capitalise on fulfilment opportunities for them. For Q-commerce, it capitalises on customer inclination towards fast delivery for smaller sized orders. The quick commerce segment is","listText":"Tech enabled fulfilment centres with last mile delivery Vistar has automated significantly its 3 retail centres (small parcel shipments) . With leverage on technological capabilities with automation in picking and packing parcels, Vistar allows products to be able to deliver to 96% of the population in 1-2 days. With the tech-enabled fulfilment facilities , this helps boost PFGC E-commerce & Q-Commerce segment.Given PFGC scale and supply chain, they could act as fulfilment service centres for manufacturers and customers alike. Even if its clients utilises a third party website , PFGC would still be able to capitalise on fulfilment opportunities for them. For Q-commerce, it capitalises on customer inclination towards fast delivery for smaller sized orders. The quick commerce segment is","text":"Tech enabled fulfilment centres with last mile delivery Vistar has automated significantly its 3 retail centres (small parcel shipments) . With leverage on technological capabilities with automation in picking and packing parcels, Vistar allows products to be able to deliver to 96% of the population in 1-2 days. With the tech-enabled fulfilment facilities , this helps boost PFGC E-commerce & Q-Commerce segment.Given PFGC scale and supply chain, they could act as fulfilment service centres for manufacturers and customers alike. Even if its clients utilises a third party website , PFGC would still be able to capitalise on fulfilment opportunities for them. For Q-commerce, it capitalises on customer inclination towards fast delivery for smaller sized orders. The quick commerce segment is","images":[{"img":"https://static.tigerbbs.com/d0d048ebda2ea0007cdbdb26332e295f","width":"1374","height":"804"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295662031515856","isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"CN","totalScore":0},{"id":294574557077760,"gmtCreate":1712930702887,"gmtModify":1712932990592,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Celsius Holdings (NASDAQ: CELH) , -41% 1-yr Potential Upside (EIP, Jon lon YIONG)","htmlText":"Mitigation: However, based on the management’s previous experiences, lack of factors beyond functionality associated with the consumption of energy drinks, and lack of differentiation compared to competitor products, there remains a high possibility that management will fail to meet targets per the street’s estimates.International Expansion Risks: Management could potentially find success in capturing market share in the overseas market having outlined Canada as their next expansion target for FY 2024, with further exploration of markets like the UK, Germany, and Japan. In moving to overseas market, they still maintain access to Pepsi Co.’s network as their primary distributor reducing the selling expenses as they do not require as many new distributors onboarded. Additionally, the new mar","listText":"Mitigation: However, based on the management’s previous experiences, lack of factors beyond functionality associated with the consumption of energy drinks, and lack of differentiation compared to competitor products, there remains a high possibility that management will fail to meet targets per the street’s estimates.International Expansion Risks: Management could potentially find success in capturing market share in the overseas market having outlined Canada as their next expansion target for FY 2024, with further exploration of markets like the UK, Germany, and Japan. In moving to overseas market, they still maintain access to Pepsi Co.’s network as their primary distributor reducing the selling expenses as they do not require as many new distributors onboarded. Additionally, the new mar","text":"Mitigation: However, based on the management’s previous experiences, lack of factors beyond functionality associated with the consumption of energy drinks, and lack of differentiation compared to competitor products, there remains a high possibility that management will fail to meet targets per the street’s estimates.International Expansion Risks: Management could potentially find success in capturing market share in the overseas market having outlined Canada as their next expansion target for FY 2024, with further exploration of markets like the UK, Germany, and Japan. In moving to overseas market, they still maintain access to Pepsi Co.’s network as their primary distributor reducing the selling expenses as they do not require as many new distributors onboarded. Additionally, the new mar","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294574557077760","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294166723940568,"gmtCreate":1712841215610,"gmtModify":1712842466385,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Initial Report(part2): Spotify Technologies (SPOT),196% 5-yr Potential Upside (VIP SEA, Javier CHAN)","htmlText":"Dispelling Fears of CompetitionBears are concerned about Spotify’s ability to capture market share in music streaming, with the biggest competitor being Apple Music.From online reviews, audiophiles say that Apple Music has slightly higher music quality than Spotify, and that has what has resulted in some to jump ship. For the average retail consumer, their ears are not going to be attuned to identify such minutiae differences in quality, especially for Podcasts where there will be no material difference in levels of enjoyment. While further investments in audio tech and introducing Lossless audio might help Spotify to reduce the biggest reason for churn, I doubt that this impact will be material and for now, Spotify is better off investing in expanding their product offerings, especially i","listText":"Dispelling Fears of CompetitionBears are concerned about Spotify’s ability to capture market share in music streaming, with the biggest competitor being Apple Music.From online reviews, audiophiles say that Apple Music has slightly higher music quality than Spotify, and that has what has resulted in some to jump ship. For the average retail consumer, their ears are not going to be attuned to identify such minutiae differences in quality, especially for Podcasts where there will be no material difference in levels of enjoyment. While further investments in audio tech and introducing Lossless audio might help Spotify to reduce the biggest reason for churn, I doubt that this impact will be material and for now, Spotify is better off investing in expanding their product offerings, especially i","text":"Dispelling Fears of CompetitionBears are concerned about Spotify’s ability to capture market share in music streaming, with the biggest competitor being Apple Music.From online reviews, audiophiles say that Apple Music has slightly higher music quality than Spotify, and that has what has resulted in some to jump ship. For the average retail consumer, their ears are not going to be attuned to identify such minutiae differences in quality, especially for Podcasts where there will be no material difference in levels of enjoyment. While further investments in audio tech and introducing Lossless audio might help Spotify to reduce the biggest reason for churn, I doubt that this impact will be material and for now, Spotify is better off investing in expanding their product offerings, especially i","images":[{"img":"https://static.tigerbbs.com/09a47699c94d440b77db90448b85b8fd","width":"640","height":"425"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294166723940568","isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},{"id":293817232298032,"gmtCreate":1712763360649,"gmtModify":1712763926179,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Initial Report(part3): Kilburn Engineering (KLBRENG), 18% 5-yr Potential Upside (VIP SEA, Mouli Raj)","htmlText":"The service segment, including replacement markets and new onsite services like silo and pressure vessel fabrication, represents a significant growth avenue. These areas not only promise higher margins but also deepen customer engagement, reinforcing Kilburn's role as a vital partner in its clients' operational ecosystems. The recent project with Technip for the IOCL refinery in Paradip exemplifies Kilburn's expanding service capabilities and its strategic focus on areas with substantial growth potential.Furthermore, Kilburn's ability to forge and maintain long-term technological partnerships, such as those with Nara and Carrier, extends its market reach and enriches its product and service offerings. These collaborations, alongside new ventures like the tie-up with Idreco, highlight Kilbu","listText":"The service segment, including replacement markets and new onsite services like silo and pressure vessel fabrication, represents a significant growth avenue. These areas not only promise higher margins but also deepen customer engagement, reinforcing Kilburn's role as a vital partner in its clients' operational ecosystems. The recent project with Technip for the IOCL refinery in Paradip exemplifies Kilburn's expanding service capabilities and its strategic focus on areas with substantial growth potential.Furthermore, Kilburn's ability to forge and maintain long-term technological partnerships, such as those with Nara and Carrier, extends its market reach and enriches its product and service offerings. These collaborations, alongside new ventures like the tie-up with Idreco, highlight Kilbu","text":"The service segment, including replacement markets and new onsite services like silo and pressure vessel fabrication, represents a significant growth avenue. These areas not only promise higher margins but also deepen customer engagement, reinforcing Kilburn's role as a vital partner in its clients' operational ecosystems. The recent project with Technip for the IOCL refinery in Paradip exemplifies Kilburn's expanding service capabilities and its strategic focus on areas with substantial growth potential.Furthermore, Kilburn's ability to forge and maintain long-term technological partnerships, such as those with Nara and Carrier, extends its market reach and enriches its product and service offerings. These collaborations, alongside new ventures like the tie-up with Idreco, highlight Kilbu","images":[{"img":"https://static.tigerbbs.com/6ce2d61829e58660a19cfeb23da836e4","width":"782","height":"294"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293817232298032","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":293504722301112,"gmtCreate":1712675955184,"gmtModify":1712763894304,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Initial Report: MapMyIndia (NSEI:MAPMYINDIA), 55% 5-yr Potential Upside (EIP, Jianling NG)","htmlText":"You can't use an old map to explore a new world - Albert EinsteinCompany Description:C. E. Info Systems Limited (NSEI:MAPMYINDIA), provides digital mapping, geospatial software, and location-based Internet of Things technology solutions in India. MapMyIndia derives majority of their revenue from B2B and B2B2C customers. The company reports across two revenue segments, Map-led and IoT led and obtains its revenue mainly in India, with plans for international expansion. MapMyIndia was founded in 1992 and is headquartered in New Delhi, India.Revenue breakdown:Business Segments:Map-led: This is the legacy and core business of MapMyIndia.This business involves the sale of map data and services, including royalty, annuity, subscription, software and projects.IoT-led: This is a newer segment for M","listText":"You can't use an old map to explore a new world - Albert EinsteinCompany Description:C. E. Info Systems Limited (NSEI:MAPMYINDIA), provides digital mapping, geospatial software, and location-based Internet of Things technology solutions in India. MapMyIndia derives majority of their revenue from B2B and B2B2C customers. The company reports across two revenue segments, Map-led and IoT led and obtains its revenue mainly in India, with plans for international expansion. MapMyIndia was founded in 1992 and is headquartered in New Delhi, India.Revenue breakdown:Business Segments:Map-led: This is the legacy and core business of MapMyIndia.This business involves the sale of map data and services, including royalty, annuity, subscription, software and projects.IoT-led: This is a newer segment for M","text":"You can't use an old map to explore a new world - Albert EinsteinCompany Description:C. E. Info Systems Limited (NSEI:MAPMYINDIA), provides digital mapping, geospatial software, and location-based Internet of Things technology solutions in India. MapMyIndia derives majority of their revenue from B2B and B2B2C customers. The company reports across two revenue segments, Map-led and IoT led and obtains its revenue mainly in India, with plans for international expansion. MapMyIndia was founded in 1992 and is headquartered in New Delhi, India.Revenue breakdown:Business Segments:Map-led: This is the legacy and core business of MapMyIndia.This business involves the sale of map data and services, including royalty, annuity, subscription, software and projects.IoT-led: This is a newer segment for M","images":[{"img":"https://static.tigerbbs.com/4a9c42b8cb20ece755b2d9e5f6ef9294","width":"1101","height":"361"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293504722301112","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0}],"hots":[{"id":613085457,"gmtCreate":1649596386176,"gmtModify":1649642123272,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"看漫画,学投资!《大赢家》38 - 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永动机!","htmlText":"你对永动机了解多少?那么新能源呢?你有投资跟新能源有关的公司吗?<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>","listText":"你对永动机了解多少?那么新能源呢?你有投资跟新能源有关的公司吗?<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>","text":"你对永动机了解多少?那么新能源呢?你有投资跟新能源有关的公司吗?$Tesla Motors(TSLA)$ $Alibaba(BABA)$ $NIO Inc.(NIO)$","images":[{"img":"https://static.tigerbbs.com/f3f27a250da576f4d9bdcfc6322ff361","width":"1280","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":142,"commentSize":69,"repostSize":11,"link":"https://laohu8.com/post/610008820","isVote":1,"tweetType":1,"viewCount":35792,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574656424315651","authorId":"3574656424315651","name":"土豆菜鸡","avatar":"https://static.tigerbbs.com/9ade3dd0668e52831d6344ba81014247","crmLevel":2,"crmLevelSwitch":0},"content":"这个漫画真的不错哈哈哈哈哈哈","text":"这个漫画真的不错哈哈哈哈哈哈","html":"这个漫画真的不错哈哈哈哈哈哈"}],"imageCount":7,"langContent":"CN","totalScore":0},{"id":619195149,"gmtCreate":1649079297705,"gmtModify":1712597535073,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"看漫画,学投资!《大赢家》36 - 丢脸的创业者","htmlText":"你有想过要去创业吗?你认知了创业最可贵的因素是什么吗?<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> ","listText":"你有想过要去创业吗?你认知了创业最可贵的因素是什么吗?<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> ","text":"你有想过要去创业吗?你认知了创业最可贵的因素是什么吗?$Meta Platforms(FB)$ $PayPal(PYPL)$ $阿里巴巴-SW(09988)$","images":[{"img":"https://static.tigerbbs.com/067b44ac7054c08d53ddeb0878d4fa39","width":"1280","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":114,"commentSize":32,"repostSize":17,"link":"https://laohu8.com/post/619195149","isVote":1,"tweetType":1,"viewCount":5999,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478868240505167","authorId":"3478868240505167","name":"国际化超人","avatar":"https://static.tigerbbs.com/6c1fccb0e7457f77c288ab547baca544","crmLevel":1,"crmLevelSwitch":0},"content":"投资有赢有输正常的","text":"投资有赢有输正常的","html":"投资有赢有输正常的"}],"imageCount":6,"langContent":"CN","totalScore":0},{"id":870541995,"gmtCreate":1636638369437,"gmtModify":1712597535078,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"看漫画,学投资!大赢家13 — 乘风破浪的傻瓜","htmlText":"加了杠杆后,他亏掉了所有的钱...《大赢家》改编自日本百万畅销漫画《投资者Z》,由中国著名漫画家转轮手枪主笔,讲述了贫困大学生钱小千通过正确投资改变命运的故事。一次意外,钱小千误闯了大学的秘密投资社团,并被说服(强迫)加入。一步一步,他学习如何投资,并在过程中和社团成员建立深厚的友谊。但是,危险正在逼近,市场出现恐慌,动荡迫在眉睫……是不是剧情听起来超级刺激?不止如此!这部漫画里还会有真实的上市公司和专业投资人出场…让你在享受漫画的同时,真的了解上市公司的商业模式,还能和专业投资人学习投资窍门!现在就关注我们,一起阅读吧!<a target=\"_blank\" href=\"https://laohu8.com/S/601988\">$中国银行(601988)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/600036\">$招商银行(600036)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 免责声明漫画中提到的投资观点仅为娱乐,不作为任何个人或机构投资的投资建议或依据。股市有风险,入市须谨慎。","listText":"加了杠杆后,他亏掉了所有的钱...《大赢家》改编自日本百万畅销漫画《投资者Z》,由中国著名漫画家转轮手枪主笔,讲述了贫困大学生钱小千通过正确投资改变命运的故事。一次意外,钱小千误闯了大学的秘密投资社团,并被说服(强迫)加入。一步一步,他学习如何投资,并在过程中和社团成员建立深厚的友谊。但是,危险正在逼近,市场出现恐慌,动荡迫在眉睫……是不是剧情听起来超级刺激?不止如此!这部漫画里还会有真实的上市公司和专业投资人出场…让你在享受漫画的同时,真的了解上市公司的商业模式,还能和专业投资人学习投资窍门!现在就关注我们,一起阅读吧!<a target=\"_blank\" href=\"https://laohu8.com/S/601988\">$中国银行(601988)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/600036\">$招商银行(600036)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BAC\">$美国银行(BAC)$</a> 免责声明漫画中提到的投资观点仅为娱乐,不作为任何个人或机构投资的投资建议或依据。股市有风险,入市须谨慎。","text":"加了杠杆后,他亏掉了所有的钱...《大赢家》改编自日本百万畅销漫画《投资者Z》,由中国著名漫画家转轮手枪主笔,讲述了贫困大学生钱小千通过正确投资改变命运的故事。一次意外,钱小千误闯了大学的秘密投资社团,并被说服(强迫)加入。一步一步,他学习如何投资,并在过程中和社团成员建立深厚的友谊。但是,危险正在逼近,市场出现恐慌,动荡迫在眉睫……是不是剧情听起来超级刺激?不止如此!这部漫画里还会有真实的上市公司和专业投资人出场…让你在享受漫画的同时,真的了解上市公司的商业模式,还能和专业投资人学习投资窍门!现在就关注我们,一起阅读吧!$中国银行(601988)$ $招商银行(600036)$ $美国银行(BAC)$ 免责声明漫画中提到的投资观点仅为娱乐,不作为任何个人或机构投资的投资建议或依据。股市有风险,入市须谨慎。","images":[{"img":"https://static.tigerbbs.com/578a0401b3207861d85444ba44e47e80","width":"1280","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":109,"commentSize":26,"repostSize":8,"link":"https://laohu8.com/post/870541995","isVote":1,"tweetType":1,"viewCount":10523,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088337786105440","authorId":"4088337786105440","name":"黄安喜","avatar":"https://static.tigerbbs.com/8105b07189ccbd628ed2647d78db0ec7","crmLevel":2,"crmLevelSwitch":1},"content":"失败和成功起伏的经历,挺好看。","text":"失败和成功起伏的经历,挺好看。","html":"失败和成功起伏的经历,挺好看。"}],"imageCount":8,"langContent":"CN","totalScore":0},{"id":635817549,"gmtCreate":1646925300098,"gmtModify":1712597535072,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"看漫画,学投资!《大赢家》27 - 未来在眼前","htmlText":"你认为未来的游戏会怎么走下去呢?你看好哪些虚拟世界开源项目(Metaverse)公司呢? <a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$NetEase(NTES)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/002624\">$Perfect World Co.,Ltd.(002624)$</a> ","listText":"你认为未来的游戏会怎么走下去呢?你看好哪些虚拟世界开源项目(Metaverse)公司呢? <a target=\"_blank\" href=\"https://laohu8.com/S/NTES\">$NetEase(NTES)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/002624\">$Perfect World Co.,Ltd.(002624)$</a> ","text":"你认为未来的游戏会怎么走下去呢?你看好哪些虚拟世界开源项目(Metaverse)公司呢? $NetEase(NTES)$ $Meta Platforms, Inc.(FB)$ $Perfect World Co.,Ltd.(002624)$","images":[{"img":"https://static.tigerbbs.com/698cc68a42e35e52836905c275e35489","width":"1280","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":68,"commentSize":29,"repostSize":9,"link":"https://laohu8.com/post/635817549","isVote":1,"tweetType":1,"viewCount":3191,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000311","authorId":"9000000000000311","name":"低买高卖谁不会","avatar":"https://static.tigerbbs.com/90c36a09caab2ffd35267ac360780ce4","crmLevel":1,"crmLevelSwitch":0},"content":"漫画中的这种技术是不是现实中已经实现了?","text":"漫画中的这种技术是不是现实中已经实现了?","html":"漫画中的这种技术是不是现实中已经实现了?"}],"imageCount":5,"langContent":"CN","totalScore":0},{"id":610321427,"gmtCreate":1648526601792,"gmtModify":1712597534993,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"看漫画,学投资!《大赢家》34 - 传奇人物的传奇","htmlText":"你有投资在颠覆性技术的公司吗?该研究一下了吧?<a target=\"_blank\" href=\"https://laohu8.com/S/GOOGL\">$Alphabet(GOOGL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$Baidu(BIDU)$</a> ","listText":"你有投资在颠覆性技术的公司吗?该研究一下了吧?<a target=\"_blank\" href=\"https://laohu8.com/S/GOOGL\">$Alphabet(GOOGL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$Baidu(BIDU)$</a> ","text":"你有投资在颠覆性技术的公司吗?该研究一下了吧?$Alphabet(GOOGL)$ $Palantir Technologies Inc.(PLTR)$ $Baidu(BIDU)$","images":[{"img":"https://static.tigerbbs.com/358e9c3787f2fd2cdb4d31726d30a35e","width":"1280","height":"720"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":51,"commentSize":28,"repostSize":16,"link":"https://laohu8.com/post/610321427","isVote":1,"tweetType":1,"viewCount":5330,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/742a1a3fe6754169c97157f6d9276916","crmLevel":1,"crmLevelSwitch":0},"content":"还真的不得不说,厉害的人到哪里都比较厉害","text":"还真的不得不说,厉害的人到哪里都比较厉害","html":"还真的不得不说,厉害的人到哪里都比较厉害"}],"imageCount":7,"langContent":"CN","totalScore":0},{"id":210586679259344,"gmtCreate":1692433142308,"gmtModify":1692437555199,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"初始报告:东方雨虹(SZ002271),365%的5年潜力增长(VIP GC ,练周祺)","htmlText":"2023-06-30 IniRep_Oriental Yuhong (Zhouqi LIAN) 一、公司概要 东方雨虹的业务是防水产品的生产与施工。其中防水产品主要包括防水涂料和防水卷材。并且公司还包含一定比例的施工业务。2022 年公司防水卷材、防水涂料、工程施工收入分别占比40%、37%、14%。 防水产业链上游主要是石油化工产品等原材料,因此公司对价格掌控能力较弱,但可凭借采购经验降低价格波动。中游为防水建筑材料制造商,下游则是地产基建等具体项目需求。 二、未来的增长动力 公司未来的增长动力主要可划分为公司自身α,即在份额方面的提升和非房和修缮市场的β增长。 1. 份额提升 防水行业概况 防水材料的作用是防止水分对建筑物的侵蚀,延长建筑结构寿命,是建筑业中必不可少的材料。公司主营防水卷材和涂料主要差异在于卷材主要是用于室外大面积铺设,以商用为主;而涂料则主要用于室内密闭区域铺设,以户用为主。 目前,防水行业是大行业小公司的状况,2021年主要防水公司占占比不足20%。2022年由于行业下行,主要公司的市占率都有明显增长。据估计东方雨虹在2022年的出货占比已达到20以上。若是2023年行业主要数据依旧不见起色,预计公司将进一步拓展市占率。 在历史上,行业维持大行业小公司的原因主要有两个:1)非标品长期依靠低价占据市场;2)防水产品存在一定的运输半径限制。目前看两个阻挡行业集中度的原因都在迅速消失。 • 非标品在行业下行和防水新规夹击下快速退出市场。 非标品是指没有达到现行防水(新规","listText":"2023-06-30 IniRep_Oriental Yuhong (Zhouqi LIAN) 一、公司概要 东方雨虹的业务是防水产品的生产与施工。其中防水产品主要包括防水涂料和防水卷材。并且公司还包含一定比例的施工业务。2022 年公司防水卷材、防水涂料、工程施工收入分别占比40%、37%、14%。 防水产业链上游主要是石油化工产品等原材料,因此公司对价格掌控能力较弱,但可凭借采购经验降低价格波动。中游为防水建筑材料制造商,下游则是地产基建等具体项目需求。 二、未来的增长动力 公司未来的增长动力主要可划分为公司自身α,即在份额方面的提升和非房和修缮市场的β增长。 1. 份额提升 防水行业概况 防水材料的作用是防止水分对建筑物的侵蚀,延长建筑结构寿命,是建筑业中必不可少的材料。公司主营防水卷材和涂料主要差异在于卷材主要是用于室外大面积铺设,以商用为主;而涂料则主要用于室内密闭区域铺设,以户用为主。 目前,防水行业是大行业小公司的状况,2021年主要防水公司占占比不足20%。2022年由于行业下行,主要公司的市占率都有明显增长。据估计东方雨虹在2022年的出货占比已达到20以上。若是2023年行业主要数据依旧不见起色,预计公司将进一步拓展市占率。 在历史上,行业维持大行业小公司的原因主要有两个:1)非标品长期依靠低价占据市场;2)防水产品存在一定的运输半径限制。目前看两个阻挡行业集中度的原因都在迅速消失。 • 非标品在行业下行和防水新规夹击下快速退出市场。 非标品是指没有达到现行防水(新规","text":"2023-06-30 IniRep_Oriental Yuhong (Zhouqi LIAN) 一、公司概要 东方雨虹的业务是防水产品的生产与施工。其中防水产品主要包括防水涂料和防水卷材。并且公司还包含一定比例的施工业务。2022 年公司防水卷材、防水涂料、工程施工收入分别占比40%、37%、14%。 防水产业链上游主要是石油化工产品等原材料,因此公司对价格掌控能力较弱,但可凭借采购经验降低价格波动。中游为防水建筑材料制造商,下游则是地产基建等具体项目需求。 二、未来的增长动力 公司未来的增长动力主要可划分为公司自身α,即在份额方面的提升和非房和修缮市场的β增长。 1. 份额提升 防水行业概况 防水材料的作用是防止水分对建筑物的侵蚀,延长建筑结构寿命,是建筑业中必不可少的材料。公司主营防水卷材和涂料主要差异在于卷材主要是用于室外大面积铺设,以商用为主;而涂料则主要用于室内密闭区域铺设,以户用为主。 目前,防水行业是大行业小公司的状况,2021年主要防水公司占占比不足20%。2022年由于行业下行,主要公司的市占率都有明显增长。据估计东方雨虹在2022年的出货占比已达到20以上。若是2023年行业主要数据依旧不见起色,预计公司将进一步拓展市占率。 在历史上,行业维持大行业小公司的原因主要有两个:1)非标品长期依靠低价占据市场;2)防水产品存在一定的运输半径限制。目前看两个阻挡行业集中度的原因都在迅速消失。 • 非标品在行业下行和防水新规夹击下快速退出市场。 非标品是指没有达到现行防水(新规","images":[{"img":"https://static.tigerbbs.com/e7276a5e0726030189c899cb944dd187","width":"606","height":"606"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":6,"repostSize":3,"link":"https://laohu8.com/post/210586679259344","isVote":1,"tweetType":1,"viewCount":1340,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000307","authorId":"9000000000000307","name":"福斯特09","avatar":"https://static.tigerbbs.com/e747bedd43d9fd19621ea7f5e5a63cf3","crmLevel":1,"crmLevelSwitch":0},"content":"买点东方雨虹(SZ002271)的股票?","text":"买点东方雨虹(SZ002271)的股票?","html":"买点东方雨虹(SZ002271)的股票?"}],"imageCount":24,"langContent":"CN","totalScore":0},{"id":634090155,"gmtCreate":1647268126578,"gmtModify":1712597535081,"author":{"id":"4098418857434680","authorId":"4098418857434680","name":"Z世代投资学堂","avatar":"https://static.tigerbbs.com/c4ff1774c2005237d7fc5840f6aa7ca5","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"看漫画,学投资!《大赢家》29 - 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