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谈今论股
04-02 17:39
$映宇宙(03700)$
$国富量子(00290)$
国富量子今天又涨了,映宇宙3亿港元,每股1.78港元的成本,赚嘛了!
谈今论股
04-01
$映宇宙(03700)$
映宇宙 2025 年业绩出炉!经调整净利润 2.92 亿元,同比大增 24.5%,年内利润同比增长 29.7%,经营利润更是暴涨 87.3%!行业变局下盈利端逆势走强,长期经营韧性直接拉满!
谈今论股
04-01
3月31日消息,南京消费者购买今麦郎手打挂面后,因无手工口感质疑产品宣传,今麦郎回应称“手打”只是注册商标,与手工工艺无关,产品为车间流水线生产。该产品包装上“手打挂面”醒目且配有相关宣传语,仅标注小字体商标符号。天眼查显示,今麦郎2004至2023年已注册多个“手打”类商标,其官方旗舰店暂未售卖该款挂面。
@零售商业财经:今麦郎“手打挂面”引质疑;淘宝“龙虾”24小时AI管店;
谈今论股
04-01
当霞光社登上X查阅帖子原文时,才意识到这个“Pursuit of Jade”,就是国内正在播出的《逐玉》,而这条千转热帖,讨论的则是《逐玉》副cp之间的情感纠葛。
@霞光社:《逐玉》全球追剧上头 C-Drama的风吹向世界
谈今论股
04-01
$阿里巴巴-W(09988)$
还有谁?
谈今论股
03-17
$七牛智能(02567)$
港股唯一具备“AI枢纽”能力的稀缺标的,类比OpenRouter,模式轻、边际成本低。
谈今论股
03-06
$七牛智能(02567)$
现在看可能只是起点,未来要是成了AI基建标配,估值得重估。
谈今论股
03-06
$宁德时代(03750)$
算可以了
谈今论股
03-06
$谷歌(GOOG)$
大家咋看谷歌?
谈今论股
02-27
$博泰车联(02889)$
博泰的基本面硬核——L3自动驾驶试点推进,它家订单都明牌了。产业趋势向上,现在入手正是时候!
谈今论股
02-27
$特斯拉(TSLA)$
2月26日,受全球半导体龙头英伟达(NVDA.US)股价大幅波动影响,全球人工智能及相关芯片个股出现显著回调。2月26日美股收盘,万得美国科技七巨头指数跌1.87%,英伟达跌超5%,特斯拉跌逾2%。
谈今论股
02-27
$特斯拉(TSLA)$
2月26日,受全球半导体龙头英伟达(NVDA.US)股价大幅波动影响,全球人工智能及相关芯片个股出现显著回调。2月26日美股收盘,万得美国科技七巨头指数跌1.87%,英伟达跌超5%,特斯拉跌逾2%。
谈今论股
02-27
$哔哩哔哩-W(09626)$
W今日主力资金(超大单+大单)净流入1136.9万元,连续3日净流入,上一交易日主力净流入1188.6万元。
谈今论股
02-25
$七牛智能(02567)$
七牛MaaS用户破18万,注册总数冲到192万,生态效应起来了。
谈今论股
02-25
$苹果(AAPL)$
2月25日消息,据外媒报道,有市场研究机构发布的报告显示,在上半年推出的iPhone 16e、下半年推出的iPhone 17和此前一年推出的iPhone 16系列大卖的推动下,苹果iPhone去年在欧洲市场的出货量按年有明显增加,市场份额也创下了新高。
谈今论股
02-25
$哔哩哔哩-W(09626)$
北京时间02月25日,跌0.87%,沽空量成交19.28万股,较上一交易日减少75.27%
谈今论股
01-29
为“魏桥系”资本运作核心标的,已完成百亿到千亿市值跃迁,重组后产能规模、全产业链壁垒和绿色技术是核心优势
谈今论股
01-29
形态告诉我,你就是智能驾驶的龙头!
谈今论股
01-29
全年阳光人寿买了那么多货,也该干活了
谈今论股
01-29
全年阳光人寿买了那么多货,也该干活了
去老虎APP查看更多动态
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今日多条要点,一起来看详情↓ ↓ ↓ 今麦郎“手打挂面”引质疑,官方称“手打”仅为注册商标 3月31日消息,南京消费者购买今麦郎手打挂面后,因无手工口感质疑产品宣传,今麦郎回应称“手打”只是注册商标,与手工工艺无关,产品为车间流水线生产。该产品包装上“手打挂面”醒目且配有相关宣传语,仅标注小字体商标符号。天眼查显示,今麦郎2004至2023年已注册多个“手打”类商标,其官方旗舰店暂未售卖该款挂面。 图:今麦郎手打挂面 永辉超市2025年营收535.08亿元 3月31日消息,永辉超市发布2025年年度业绩快报公告。当中披露,2025年,公司实现营业收入535.08亿元,较上年同期下降20.82%;净亏损25.5亿元,较上年同期增亏74.01%。 蓝月亮2025年营收84.09亿港元,净亏损大幅收窄超5成 3月30日消息,蓝月亮发布2025年全年业绩,营收84.09亿港元同比微降1.71%,净亏损3.29亿港元,较上年大幅收窄56.10%,公司拟派发每股10.0港仙末期股息。衣物清洁护理为核心营收板块,个人清洁护理收入同比增12.8%,销售及分销开支同比下降11.5%,公司整体毛利率微降至59.7%。 鸣鸣很忙发布上市后首份年报,2025年营收净利大幅增长 3月31日,鸣鸣很忙发布港股上市后的首份2025年度业绩公告,期内GMV达935.69亿元同比增68.5%,营收661.70亿元同比增68.2%,净利润23.29亿元同比大增180.9%。截至年末,旗下门店总数达21948家,覆盖全国30个省份。公司毛利率、净利率双提升,依托全国仓配体系与数字化能力,持续巩固行业龙头地位。 图:经营数据 杭州金匠寿司传送带现老鼠,品牌致歉并暂停门店营业 3月30日消息,杭州滨江宝龙城金匠寿司门店,回转寿司传送带上出现老鼠,引发消费者强烈不适。门店当即对就餐顾客免单,废弃当日全部食材并暂","listText":"图片 今日多条要点,一起来看详情↓ ↓ ↓ 今麦郎“手打挂面”引质疑,官方称“手打”仅为注册商标 3月31日消息,南京消费者购买今麦郎手打挂面后,因无手工口感质疑产品宣传,今麦郎回应称“手打”只是注册商标,与手工工艺无关,产品为车间流水线生产。该产品包装上“手打挂面”醒目且配有相关宣传语,仅标注小字体商标符号。天眼查显示,今麦郎2004至2023年已注册多个“手打”类商标,其官方旗舰店暂未售卖该款挂面。 图:今麦郎手打挂面 永辉超市2025年营收535.08亿元 3月31日消息,永辉超市发布2025年年度业绩快报公告。当中披露,2025年,公司实现营业收入535.08亿元,较上年同期下降20.82%;净亏损25.5亿元,较上年同期增亏74.01%。 蓝月亮2025年营收84.09亿港元,净亏损大幅收窄超5成 3月30日消息,蓝月亮发布2025年全年业绩,营收84.09亿港元同比微降1.71%,净亏损3.29亿港元,较上年大幅收窄56.10%,公司拟派发每股10.0港仙末期股息。衣物清洁护理为核心营收板块,个人清洁护理收入同比增12.8%,销售及分销开支同比下降11.5%,公司整体毛利率微降至59.7%。 鸣鸣很忙发布上市后首份年报,2025年营收净利大幅增长 3月31日,鸣鸣很忙发布港股上市后的首份2025年度业绩公告,期内GMV达935.69亿元同比增68.5%,营收661.70亿元同比增68.2%,净利润23.29亿元同比大增180.9%。截至年末,旗下门店总数达21948家,覆盖全国30个省份。公司毛利率、净利率双提升,依托全国仓配体系与数字化能力,持续巩固行业龙头地位。 图:经营数据 杭州金匠寿司传送带现老鼠,品牌致歉并暂停门店营业 3月30日消息,杭州滨江宝龙城金匠寿司门店,回转寿司传送带上出现老鼠,引发消费者强烈不适。门店当即对就餐顾客免单,废弃当日全部食材并暂","text":"图片 今日多条要点,一起来看详情↓ ↓ ↓ 今麦郎“手打挂面”引质疑,官方称“手打”仅为注册商标 3月31日消息,南京消费者购买今麦郎手打挂面后,因无手工口感质疑产品宣传,今麦郎回应称“手打”只是注册商标,与手工工艺无关,产品为车间流水线生产。该产品包装上“手打挂面”醒目且配有相关宣传语,仅标注小字体商标符号。天眼查显示,今麦郎2004至2023年已注册多个“手打”类商标,其官方旗舰店暂未售卖该款挂面。 图:今麦郎手打挂面 永辉超市2025年营收535.08亿元 3月31日消息,永辉超市发布2025年年度业绩快报公告。当中披露,2025年,公司实现营业收入535.08亿元,较上年同期下降20.82%;净亏损25.5亿元,较上年同期增亏74.01%。 蓝月亮2025年营收84.09亿港元,净亏损大幅收窄超5成 3月30日消息,蓝月亮发布2025年全年业绩,营收84.09亿港元同比微降1.71%,净亏损3.29亿港元,较上年大幅收窄56.10%,公司拟派发每股10.0港仙末期股息。衣物清洁护理为核心营收板块,个人清洁护理收入同比增12.8%,销售及分销开支同比下降11.5%,公司整体毛利率微降至59.7%。 鸣鸣很忙发布上市后首份年报,2025年营收净利大幅增长 3月31日,鸣鸣很忙发布港股上市后的首份2025年度业绩公告,期内GMV达935.69亿元同比增68.5%,营收661.70亿元同比增68.2%,净利润23.29亿元同比大增180.9%。截至年末,旗下门店总数达21948家,覆盖全国30个省份。公司毛利率、净利率双提升,依托全国仓配体系与数字化能力,持续巩固行业龙头地位。 图:经营数据 杭州金匠寿司传送带现老鼠,品牌致歉并暂停门店营业 3月30日消息,杭州滨江宝龙城金匠寿司门店,回转寿司传送带上出现老鼠,引发消费者强烈不适。门店当即对就餐顾客免单,废弃当日全部食材并暂","images":[{"img":"https://static.tigerbbs.com/0ea9c975eab1a21d7091643814e55397","width":"800","height":"3769"},{"img":"https://static.tigerbbs.com/a8c84fbeb8a32c5ac4e70e48a96d542f","width":"640","height":"364"},{"img":"https://static.tigerbbs.com/1cbdfc0f82d5d5a04508d264b8dcede9","width":"1080","height":"837"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548638388225936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548853101478992,"gmtCreate":1775020824019,"gmtModify":1775020826661,"author":{"id":"4107612084981750","authorId":"4107612084981750","name":"谈今论股","avatar":"https://static.tigerbbs.com/59ec5fb35863484255ebc8aebe767f64","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107612084981750","idStr":"4107612084981750"},"themes":[],"title":"","htmlText":"当霞光社登上X查阅帖子原文时,才意识到这个“Pursuit of Jade”,就是国内正在播出的《逐玉》,而这条千转热帖,讨论的则是《逐玉》副cp之间的情感纠葛。","listText":"当霞光社登上X查阅帖子原文时,才意识到这个“Pursuit of Jade”,就是国内正在播出的《逐玉》,而这条千转热帖,讨论的则是《逐玉》副cp之间的情感纠葛。","text":"当霞光社登上X查阅帖子原文时,才意识到这个“Pursuit of Jade”,就是国内正在播出的《逐玉》,而这条千转热帖,讨论的则是《逐玉》副cp之间的情感纠葛。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548853101478992","repostId":"548800473310544","repostType":1,"repost":{"id":548800473310544,"gmtCreate":1775007977332,"gmtModify":1775008240164,"author":{"id":"3570676073268462","authorId":"3570676073268462","name":"霞光社","avatar":"https://static.tigerbbs.com/5f4cac19ede86a041d2f56259bea392e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570676073268462","idStr":"3570676073268462"},"themes":[],"title":"《逐玉》全球追剧上头 C-Drama的风吹向世界","htmlText":"作者| 乌塔 “Do you know Pursuit of Jade?All of my friends are getting hooked.” 上周,一位HelloTalk上的笔友,在和霞光社交流时如此问道。随后,他发过来一张浏览量高达33万的帖子截图,解释这个作品的火热程度。 当霞光社登上X查阅帖子原文时,才意识到这个“Pursuit of Jade”,就是国内正在播出的《逐玉》,而这条千转热帖,讨论的则是《逐玉》副cp之间的情感纠葛。 这是又一部火爆全球的华语内容,让2026开年C-Drama成为全球观众热议焦点。 但回顾过去三年,国产剧和视频平台似乎早就在布局这场战役。 据Google数据,2025年一季度,“大陆剧集”全球搜索量超越“韩剧”,达到近五年峰值。就在今年1月,在爱奇艺国际版播出的《双轨》多语种剧名话题播放量已累计达到35亿,男女主海外社交平台涨粉均达到百万级。 华语内容正在全球范围崛起,这毫无疑问是一个好消息。 在这个节点,似乎更值得剖析华语内容该如何复刻成功之路、乘上时代浪潮,剖析内容的取舍与改变,剖析像爱奇艺这样的中国视频平台如何构建一个系统的出海体系,从在海外做生意的“陌生人”转变为当地用户的“精神伙伴”。 “中剧的校园剧感觉最有青春氛围。”“韩剧一生只爱一个人,中剧三生三世爱一个人,美剧一季都坚持不了只爱一个人。” 打开社交平台X和Naver,有关C-Drama的联动讨论愈来愈多。 三五年前,如果在社交媒体提出C-Drama和韩剧、美剧的对比,景象和如今可谓是大相径庭。彼时,《鱿鱼游戏》横扫艾美奖(美国最权威电视奖)的14项提名,《黑暗荣耀》漂洋过海靠“发疯实录”成为社交密码。 而华语内容,虽然凭借仙侠、古装题材在海外有所声量,但核心粉丝仍然不是主流群体。行业徘徊于“值不值得”的议题,出海大多被当作“编外产线”,缺乏系统性运营策略,在推广力","listText":"作者| 乌塔 “Do you know Pursuit of Jade?All of my friends are getting hooked.” 上周,一位HelloTalk上的笔友,在和霞光社交流时如此问道。随后,他发过来一张浏览量高达33万的帖子截图,解释这个作品的火热程度。 当霞光社登上X查阅帖子原文时,才意识到这个“Pursuit of Jade”,就是国内正在播出的《逐玉》,而这条千转热帖,讨论的则是《逐玉》副cp之间的情感纠葛。 这是又一部火爆全球的华语内容,让2026开年C-Drama成为全球观众热议焦点。 但回顾过去三年,国产剧和视频平台似乎早就在布局这场战役。 据Google数据,2025年一季度,“大陆剧集”全球搜索量超越“韩剧”,达到近五年峰值。就在今年1月,在爱奇艺国际版播出的《双轨》多语种剧名话题播放量已累计达到35亿,男女主海外社交平台涨粉均达到百万级。 华语内容正在全球范围崛起,这毫无疑问是一个好消息。 在这个节点,似乎更值得剖析华语内容该如何复刻成功之路、乘上时代浪潮,剖析内容的取舍与改变,剖析像爱奇艺这样的中国视频平台如何构建一个系统的出海体系,从在海外做生意的“陌生人”转变为当地用户的“精神伙伴”。 “中剧的校园剧感觉最有青春氛围。”“韩剧一生只爱一个人,中剧三生三世爱一个人,美剧一季都坚持不了只爱一个人。” 打开社交平台X和Naver,有关C-Drama的联动讨论愈来愈多。 三五年前,如果在社交媒体提出C-Drama和韩剧、美剧的对比,景象和如今可谓是大相径庭。彼时,《鱿鱼游戏》横扫艾美奖(美国最权威电视奖)的14项提名,《黑暗荣耀》漂洋过海靠“发疯实录”成为社交密码。 而华语内容,虽然凭借仙侠、古装题材在海外有所声量,但核心粉丝仍然不是主流群体。行业徘徊于“值不值得”的议题,出海大多被当作“编外产线”,缺乏系统性运营策略,在推广力","text":"作者| 乌塔 “Do you know Pursuit of Jade?All of my friends are getting hooked.” 上周,一位HelloTalk上的笔友,在和霞光社交流时如此问道。随后,他发过来一张浏览量高达33万的帖子截图,解释这个作品的火热程度。 当霞光社登上X查阅帖子原文时,才意识到这个“Pursuit of Jade”,就是国内正在播出的《逐玉》,而这条千转热帖,讨论的则是《逐玉》副cp之间的情感纠葛。 这是又一部火爆全球的华语内容,让2026开年C-Drama成为全球观众热议焦点。 但回顾过去三年,国产剧和视频平台似乎早就在布局这场战役。 据Google数据,2025年一季度,“大陆剧集”全球搜索量超越“韩剧”,达到近五年峰值。就在今年1月,在爱奇艺国际版播出的《双轨》多语种剧名话题播放量已累计达到35亿,男女主海外社交平台涨粉均达到百万级。 华语内容正在全球范围崛起,这毫无疑问是一个好消息。 在这个节点,似乎更值得剖析华语内容该如何复刻成功之路、乘上时代浪潮,剖析内容的取舍与改变,剖析像爱奇艺这样的中国视频平台如何构建一个系统的出海体系,从在海外做生意的“陌生人”转变为当地用户的“精神伙伴”。 “中剧的校园剧感觉最有青春氛围。”“韩剧一生只爱一个人,中剧三生三世爱一个人,美剧一季都坚持不了只爱一个人。” 打开社交平台X和Naver,有关C-Drama的联动讨论愈来愈多。 三五年前,如果在社交媒体提出C-Drama和韩剧、美剧的对比,景象和如今可谓是大相径庭。彼时,《鱿鱼游戏》横扫艾美奖(美国最权威电视奖)的14项提名,《黑暗荣耀》漂洋过海靠“发疯实录”成为社交密码。 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年上半年全球电动汽车电池销量同比增长 54%,达到 300GWh 以上。此期间,全球电动汽车销量实现了 43% 的同比增长。关注国内相关的充电服务市场,能链智电,服务国内主流充电运营商及80%主机厂,包括国网、南网、宝马、蔚来、小鹏、理想、问界、现代、极狐、极氪等。截至9月30日,能链智电累计覆盖充电枪超76.7万把,连接充电站超7.3万座。近期能链智电与成开电气达成合作,提升四川地区充电场站运营服务能力。","listText":"2023 年上半年全球电动汽车电池销量同比增长 54%,达到 300GWh 以上。此期间,全球电动汽车销量实现了 43% 的同比增长。关注国内相关的充电服务市场,能链智电,服务国内主流充电运营商及80%主机厂,包括国网、南网、宝马、蔚来、小鹏、理想、问界、现代、极狐、极氪等。截至9月30日,能链智电累计覆盖充电枪超76.7万把,连接充电站超7.3万座。近期能链智电与成开电气达成合作,提升四川地区充电场站运营服务能力。","text":"2023 年上半年全球电动汽车电池销量同比增长 54%,达到 300GWh 以上。此期间,全球电动汽车销量实现了 43% 的同比增长。关注国内相关的充电服务市场,能链智电,服务国内主流充电运营商及80%主机厂,包括国网、南网、宝马、蔚来、小鹏、理想、问界、现代、极狐、极氪等。截至9月30日,能链智电累计覆盖充电枪超76.7万把,连接充电站超7.3万座。近期能链智电与成开电气达成合作,提升四川地区充电场站运营服务能力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/239670089527456","repostId":"2381987288","repostType":2,"repost":{"id":"2381987288","kind":"news","pubTimestamp":1699451666,"share":"https://www.laohu8.com/m/news/2381987288?lang=zh_CN&edition=full","pubTime":"2023-11-08 21:54","market":"hk","language":"zh","title":"Counterpoint:中国厂商占据动力电池市场三分之二份额","url":"https://stock-news.laohu8.com/highlight/detail?id=2381987288","media":"DoNews","summary":"DoNews11月8日消息,根据 Counterpoint 发布的最新报告,2023 年上半年全球电动汽车电池销量同比增长 54%,达到 300GWh 以上。目前,中国和韩国的供应商在该行业占据主导地位。宁德时代、比亚迪、中航锂电、国轩高科、欣旺达和孚能科技等中国公司共同占据了三分之二的市场份额,而韩国三大巨头 LG Energy Solution、三星 SDI 和 SK Innovation 占据了约 25% 的市场份额。车企当中,特斯拉、比亚迪和大众汽车使用了 2023 年上半年电动汽车电池总销量的近 45%。","content":"<html><body><article><p>DoNews11月8日消息,根据 Counterpoint 发布的最新报告,2023 年上半年全球电动汽车电池销量同比增长 54%,达到 300GWh 以上。在此期间,全球电动汽车销量实现了 43% 的同比增长。</p><img src=\"https://inews.gtimg.com/om_bt/O0k4I11mHrotr_fkTMkzIzhaMQyPyM13FPQSCHwWBO8fMAA/0\"/><p>以厂家划分,<a href=\"https://laohu8.com/S/300750\">宁德时代</a> 34%;<a href=\"https://laohu8.com/S/002594\">比亚迪</a> 16%;LG 14%;松下 8%;SK创新 5%;<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a> SDI 5%;其余厂商 18%。</p><p>目前,中国和韩国的供应商在该行业占据主导地位。宁德时代、比亚迪、中航锂电、<a href=\"https://laohu8.com/S/002074\">国轩高科</a>、<a href=\"https://laohu8.com/S/300207\">欣旺达</a>和<a href=\"https://laohu8.com/S/688567\">孚能科技</a>等中国公司共同占据了三分之二的市场份额,而韩国三大巨头 LG Energy Solution、三星 SDI 和 SK Innovation 占据了约 25% 的市场份额。</p><img src=\"https://inews.gtimg.com/om_bt/O5mvO4xLJVUc5vc4NolRSwR3d4iU9Mi9scMuLcPvEG-dsAA/0\"/><p>车企当中,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、比亚迪和大众汽车使用了 2023 年上半年电动汽车电池总销量的近 45%。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Counterpoint:中国厂商占据动力电池市场三分之二份额</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCounterpoint:中国厂商占据动力电池市场三分之二份额\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-08 21:54 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023110822014283fa1932&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DoNews11月8日消息,根据 Counterpoint 发布的最新报告,2023 年上半年全球电动汽车电池销量同比增长 54%,达到 300GWh 以上。在此期间,全球电动汽车销量实现了 43% 的同比增长。以厂家划分,宁德时代 34%;比亚迪 16%;LG 14%;松下 8%;SK创新 5%;三星 SDI 5%;其余厂商 18%。目前,中国和韩国的供应商在该行业占据主导地位。宁德时代、比亚迪...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023110822014283fa1932&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","BK1149":"通信设备","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","BK1607":"新IT概念","BK1582":"深圳本地概念股","BK1515":"抗疫概念","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK1594":"碳中和概念股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A 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今日多条要点,一起来看详情↓ ↓ ↓ 今麦郎“手打挂面”引质疑,官方称“手打”仅为注册商标 3月31日消息,南京消费者购买今麦郎手打挂面后,因无手工口感质疑产品宣传,今麦郎回应称“手打”只是注册商标,与手工工艺无关,产品为车间流水线生产。该产品包装上“手打挂面”醒目且配有相关宣传语,仅标注小字体商标符号。天眼查显示,今麦郎2004至2023年已注册多个“手打”类商标,其官方旗舰店暂未售卖该款挂面。 图:今麦郎手打挂面 永辉超市2025年营收535.08亿元 3月31日消息,永辉超市发布2025年年度业绩快报公告。当中披露,2025年,公司实现营业收入535.08亿元,较上年同期下降20.82%;净亏损25.5亿元,较上年同期增亏74.01%。 蓝月亮2025年营收84.09亿港元,净亏损大幅收窄超5成 3月30日消息,蓝月亮发布2025年全年业绩,营收84.09亿港元同比微降1.71%,净亏损3.29亿港元,较上年大幅收窄56.10%,公司拟派发每股10.0港仙末期股息。衣物清洁护理为核心营收板块,个人清洁护理收入同比增12.8%,销售及分销开支同比下降11.5%,公司整体毛利率微降至59.7%。 鸣鸣很忙发布上市后首份年报,2025年营收净利大幅增长 3月31日,鸣鸣很忙发布港股上市后的首份2025年度业绩公告,期内GMV达935.69亿元同比增68.5%,营收661.70亿元同比增68.2%,净利润23.29亿元同比大增180.9%。截至年末,旗下门店总数达21948家,覆盖全国30个省份。公司毛利率、净利率双提升,依托全国仓配体系与数字化能力,持续巩固行业龙头地位。 图:经营数据 杭州金匠寿司传送带现老鼠,品牌致歉并暂停门店营业 3月30日消息,杭州滨江宝龙城金匠寿司门店,回转寿司传送带上出现老鼠,引发消费者强烈不适。门店当即对就餐顾客免单,废弃当日全部食材并暂","listText":"图片 今日多条要点,一起来看详情↓ ↓ ↓ 今麦郎“手打挂面”引质疑,官方称“手打”仅为注册商标 3月31日消息,南京消费者购买今麦郎手打挂面后,因无手工口感质疑产品宣传,今麦郎回应称“手打”只是注册商标,与手工工艺无关,产品为车间流水线生产。该产品包装上“手打挂面”醒目且配有相关宣传语,仅标注小字体商标符号。天眼查显示,今麦郎2004至2023年已注册多个“手打”类商标,其官方旗舰店暂未售卖该款挂面。 图:今麦郎手打挂面 永辉超市2025年营收535.08亿元 3月31日消息,永辉超市发布2025年年度业绩快报公告。当中披露,2025年,公司实现营业收入535.08亿元,较上年同期下降20.82%;净亏损25.5亿元,较上年同期增亏74.01%。 蓝月亮2025年营收84.09亿港元,净亏损大幅收窄超5成 3月30日消息,蓝月亮发布2025年全年业绩,营收84.09亿港元同比微降1.71%,净亏损3.29亿港元,较上年大幅收窄56.10%,公司拟派发每股10.0港仙末期股息。衣物清洁护理为核心营收板块,个人清洁护理收入同比增12.8%,销售及分销开支同比下降11.5%,公司整体毛利率微降至59.7%。 鸣鸣很忙发布上市后首份年报,2025年营收净利大幅增长 3月31日,鸣鸣很忙发布港股上市后的首份2025年度业绩公告,期内GMV达935.69亿元同比增68.5%,营收661.70亿元同比增68.2%,净利润23.29亿元同比大增180.9%。截至年末,旗下门店总数达21948家,覆盖全国30个省份。公司毛利率、净利率双提升,依托全国仓配体系与数字化能力,持续巩固行业龙头地位。 图:经营数据 杭州金匠寿司传送带现老鼠,品牌致歉并暂停门店营业 3月30日消息,杭州滨江宝龙城金匠寿司门店,回转寿司传送带上出现老鼠,引发消费者强烈不适。门店当即对就餐顾客免单,废弃当日全部食材并暂","text":"图片 今日多条要点,一起来看详情↓ ↓ ↓ 今麦郎“手打挂面”引质疑,官方称“手打”仅为注册商标 3月31日消息,南京消费者购买今麦郎手打挂面后,因无手工口感质疑产品宣传,今麦郎回应称“手打”只是注册商标,与手工工艺无关,产品为车间流水线生产。该产品包装上“手打挂面”醒目且配有相关宣传语,仅标注小字体商标符号。天眼查显示,今麦郎2004至2023年已注册多个“手打”类商标,其官方旗舰店暂未售卖该款挂面。 图:今麦郎手打挂面 永辉超市2025年营收535.08亿元 3月31日消息,永辉超市发布2025年年度业绩快报公告。当中披露,2025年,公司实现营业收入535.08亿元,较上年同期下降20.82%;净亏损25.5亿元,较上年同期增亏74.01%。 蓝月亮2025年营收84.09亿港元,净亏损大幅收窄超5成 3月30日消息,蓝月亮发布2025年全年业绩,营收84.09亿港元同比微降1.71%,净亏损3.29亿港元,较上年大幅收窄56.10%,公司拟派发每股10.0港仙末期股息。衣物清洁护理为核心营收板块,个人清洁护理收入同比增12.8%,销售及分销开支同比下降11.5%,公司整体毛利率微降至59.7%。 鸣鸣很忙发布上市后首份年报,2025年营收净利大幅增长 3月31日,鸣鸣很忙发布港股上市后的首份2025年度业绩公告,期内GMV达935.69亿元同比增68.5%,营收661.70亿元同比增68.2%,净利润23.29亿元同比大增180.9%。截至年末,旗下门店总数达21948家,覆盖全国30个省份。公司毛利率、净利率双提升,依托全国仓配体系与数字化能力,持续巩固行业龙头地位。 图:经营数据 杭州金匠寿司传送带现老鼠,品牌致歉并暂停门店营业 3月30日消息,杭州滨江宝龙城金匠寿司门店,回转寿司传送带上出现老鼠,引发消费者强烈不适。门店当即对就餐顾客免单,废弃当日全部食材并暂","images":[{"img":"https://static.tigerbbs.com/0ea9c975eab1a21d7091643814e55397","width":"800","height":"3769"},{"img":"https://static.tigerbbs.com/a8c84fbeb8a32c5ac4e70e48a96d542f","width":"640","height":"364"},{"img":"https://static.tigerbbs.com/1cbdfc0f82d5d5a04508d264b8dcede9","width":"1080","height":"837"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548638388225936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548853101478992,"gmtCreate":1775020824019,"gmtModify":1775020826661,"author":{"id":"4107612084981750","authorId":"4107612084981750","name":"谈今论股","avatar":"https://static.tigerbbs.com/59ec5fb35863484255ebc8aebe767f64","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107612084981750","idStr":"4107612084981750"},"themes":[],"title":"","htmlText":"当霞光社登上X查阅帖子原文时,才意识到这个“Pursuit of Jade”,就是国内正在播出的《逐玉》,而这条千转热帖,讨论的则是《逐玉》副cp之间的情感纠葛。","listText":"当霞光社登上X查阅帖子原文时,才意识到这个“Pursuit of Jade”,就是国内正在播出的《逐玉》,而这条千转热帖,讨论的则是《逐玉》副cp之间的情感纠葛。","text":"当霞光社登上X查阅帖子原文时,才意识到这个“Pursuit of Jade”,就是国内正在播出的《逐玉》,而这条千转热帖,讨论的则是《逐玉》副cp之间的情感纠葛。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548853101478992","repostId":"548800473310544","repostType":1,"repost":{"id":548800473310544,"gmtCreate":1775007977332,"gmtModify":1775008240164,"author":{"id":"3570676073268462","authorId":"3570676073268462","name":"霞光社","avatar":"https://static.tigerbbs.com/5f4cac19ede86a041d2f56259bea392e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570676073268462","idStr":"3570676073268462"},"themes":[],"title":"《逐玉》全球追剧上头 C-Drama的风吹向世界","htmlText":"作者| 乌塔 “Do you know Pursuit of Jade?All of my friends are getting hooked.” 上周,一位HelloTalk上的笔友,在和霞光社交流时如此问道。随后,他发过来一张浏览量高达33万的帖子截图,解释这个作品的火热程度。 当霞光社登上X查阅帖子原文时,才意识到这个“Pursuit of Jade”,就是国内正在播出的《逐玉》,而这条千转热帖,讨论的则是《逐玉》副cp之间的情感纠葛。 这是又一部火爆全球的华语内容,让2026开年C-Drama成为全球观众热议焦点。 但回顾过去三年,国产剧和视频平台似乎早就在布局这场战役。 据Google数据,2025年一季度,“大陆剧集”全球搜索量超越“韩剧”,达到近五年峰值。就在今年1月,在爱奇艺国际版播出的《双轨》多语种剧名话题播放量已累计达到35亿,男女主海外社交平台涨粉均达到百万级。 华语内容正在全球范围崛起,这毫无疑问是一个好消息。 在这个节点,似乎更值得剖析华语内容该如何复刻成功之路、乘上时代浪潮,剖析内容的取舍与改变,剖析像爱奇艺这样的中国视频平台如何构建一个系统的出海体系,从在海外做生意的“陌生人”转变为当地用户的“精神伙伴”。 “中剧的校园剧感觉最有青春氛围。”“韩剧一生只爱一个人,中剧三生三世爱一个人,美剧一季都坚持不了只爱一个人。” 打开社交平台X和Naver,有关C-Drama的联动讨论愈来愈多。 三五年前,如果在社交媒体提出C-Drama和韩剧、美剧的对比,景象和如今可谓是大相径庭。彼时,《鱿鱼游戏》横扫艾美奖(美国最权威电视奖)的14项提名,《黑暗荣耀》漂洋过海靠“发疯实录”成为社交密码。 而华语内容,虽然凭借仙侠、古装题材在海外有所声量,但核心粉丝仍然不是主流群体。行业徘徊于“值不值得”的议题,出海大多被当作“编外产线”,缺乏系统性运营策略,在推广力","listText":"作者| 乌塔 “Do you know Pursuit of Jade?All of my friends are getting hooked.” 上周,一位HelloTalk上的笔友,在和霞光社交流时如此问道。随后,他发过来一张浏览量高达33万的帖子截图,解释这个作品的火热程度。 当霞光社登上X查阅帖子原文时,才意识到这个“Pursuit of Jade”,就是国内正在播出的《逐玉》,而这条千转热帖,讨论的则是《逐玉》副cp之间的情感纠葛。 这是又一部火爆全球的华语内容,让2026开年C-Drama成为全球观众热议焦点。 但回顾过去三年,国产剧和视频平台似乎早就在布局这场战役。 据Google数据,2025年一季度,“大陆剧集”全球搜索量超越“韩剧”,达到近五年峰值。就在今年1月,在爱奇艺国际版播出的《双轨》多语种剧名话题播放量已累计达到35亿,男女主海外社交平台涨粉均达到百万级。 华语内容正在全球范围崛起,这毫无疑问是一个好消息。 在这个节点,似乎更值得剖析华语内容该如何复刻成功之路、乘上时代浪潮,剖析内容的取舍与改变,剖析像爱奇艺这样的中国视频平台如何构建一个系统的出海体系,从在海外做生意的“陌生人”转变为当地用户的“精神伙伴”。 “中剧的校园剧感觉最有青春氛围。”“韩剧一生只爱一个人,中剧三生三世爱一个人,美剧一季都坚持不了只爱一个人。” 打开社交平台X和Naver,有关C-Drama的联动讨论愈来愈多。 三五年前,如果在社交媒体提出C-Drama和韩剧、美剧的对比,景象和如今可谓是大相径庭。彼时,《鱿鱼游戏》横扫艾美奖(美国最权威电视奖)的14项提名,《黑暗荣耀》漂洋过海靠“发疯实录”成为社交密码。 而华语内容,虽然凭借仙侠、古装题材在海外有所声量,但核心粉丝仍然不是主流群体。行业徘徊于“值不值得”的议题,出海大多被当作“编外产线”,缺乏系统性运营策略,在推广力","text":"作者| 乌塔 “Do you know Pursuit of Jade?All of my friends are getting hooked.” 上周,一位HelloTalk上的笔友,在和霞光社交流时如此问道。随后,他发过来一张浏览量高达33万的帖子截图,解释这个作品的火热程度。 当霞光社登上X查阅帖子原文时,才意识到这个“Pursuit of Jade”,就是国内正在播出的《逐玉》,而这条千转热帖,讨论的则是《逐玉》副cp之间的情感纠葛。 这是又一部火爆全球的华语内容,让2026开年C-Drama成为全球观众热议焦点。 但回顾过去三年,国产剧和视频平台似乎早就在布局这场战役。 据Google数据,2025年一季度,“大陆剧集”全球搜索量超越“韩剧”,达到近五年峰值。就在今年1月,在爱奇艺国际版播出的《双轨》多语种剧名话题播放量已累计达到35亿,男女主海外社交平台涨粉均达到百万级。 华语内容正在全球范围崛起,这毫无疑问是一个好消息。 在这个节点,似乎更值得剖析华语内容该如何复刻成功之路、乘上时代浪潮,剖析内容的取舍与改变,剖析像爱奇艺这样的中国视频平台如何构建一个系统的出海体系,从在海外做生意的“陌生人”转变为当地用户的“精神伙伴”。 “中剧的校园剧感觉最有青春氛围。”“韩剧一生只爱一个人,中剧三生三世爱一个人,美剧一季都坚持不了只爱一个人。” 打开社交平台X和Naver,有关C-Drama的联动讨论愈来愈多。 三五年前,如果在社交媒体提出C-Drama和韩剧、美剧的对比,景象和如今可谓是大相径庭。彼时,《鱿鱼游戏》横扫艾美奖(美国最权威电视奖)的14项提名,《黑暗荣耀》漂洋过海靠“发疯实录”成为社交密码。 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