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木火知行录

木火知行录

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木火知行录

2025-10-02

$量子之歌(QSG)$彻底转型，梭哈潮玩！老业务包袱一扔，财报立马清爽，利润表更好看。想想潮玩这个赛道有多火，盲盒、手办、潮玩IP，哪个不是年轻人的心头好？

木火知行录

01-20

$赛力斯(09927)$ 我觉得它现在不光是销量增长，更是产品结构往上走，M9、M8这些高价车占比高，很赚钱，这叫高质量增长

木火知行录

04-08

$找钢集团-W(06676)$ 手里有找钢网的朋友今天笑醒了吧？一天涨了26%还多，1.57了，这肉吃得香啊

木火知行录

03-30

$极智嘉-W(02590)$对比优必选、越疆，极智嘉作为港股ToB机器人盈利第一股，现在17港元的价位，性价比很高啊，考虑一下抄底

木火知行录

03-30

$瑞声科技(02018)$ 午后这走势挺抗跌的，情绪一点点修复

木火知行录

02-04

问界系列占比超九成，大单品模式得到市场验证$赛力斯(09927)$

@杨不留行:赛力斯披露1月产销快报问界单月交付超4万辆领跑豪华车市场

木火知行录

02-02

$山高控股(00412)$ 绿电算力闭环还在推进，回调不用过度解读

木火知行录

01-08

$天数智芯(09903)$ 上涨的板块中，纸业股受涨价驱动走强，有色、生物医药、算力等景气度较高的行业逆市走强。

木火知行录

2025-12-29

$金嗓子(06896)$ 不着急，慢慢涨回去就行

木火知行录

2025-12-18

$微创医疗(00853)$看看其他医械股，虽然也有跟涨，但微创的力度和决心是最强的。市场已经充分表明态度，之前超跌会配合利好加速修复

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</a>","listText":"问界系列占比超九成，大单品模式得到市场验证<a target=\"_blank\" href=\"https://laohu8.com/S/09927\">$赛力斯(09927)$ </a>","text":"问界系列占比超九成，大单品模式得到市场验证$赛力斯(09927)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529173131109208","repostId":"529168531644552","repostType":1,"repost":{"id":529168531644552,"gmtCreate":1770181304464,"gmtModify":1770181960342,"author":{"id":"4087602178931600","authorId":"4087602178931600","name":"杨不留行","avatar":"https://static.tigerbbs.com/eae974067125cf4a8b3fe37be4a5b81f","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4087602178931600","authorIdStr":"4087602178931600"},"themes":[],"title":"赛力斯披露1月产销快报 问界单月交付超4万辆领跑豪华车市场","htmlText":"2月1日，赛力斯披露了1月产销快报。数据显示，赛力斯新能源汽车1月销量43,034辆，同比增长140.33%。其中，问界持续领跑高端新能源汽车市场，1月新车交付40,016辆，同比增长83%，成为拉动企业销量增长的核心引擎，彰显出强大的市场号召力与品牌势能。 赛力斯的显著增长，呈现出“核心产品引领、高端市场扎根、规模效应凸显”的鲜明特征。自布局新能源赛道以来，赛力斯始终锚定高端新能源汽车主航道，坚定推进“大单品”战略，并通过与**的深度跨界融合，陆续推出了问界M5、问界M7、问界M9、问界M8四款车型，构建起覆盖20万至60万元价格区间的产品矩阵，形成差异化竞争优势。随着新品的推出，问界品牌的市场覆盖将进一步拓宽，精准满足多元消费需求，巩固其在高端市场的地位。 而这一亮眼业绩的背后，是赛力斯高端化战略的成功实践。在产品端，问界累计交付突破100万辆，已在高端市场实现绝对引领，成为中国高端新能源品牌标杆；在资本端，公司成功登陆港股，获得国际投资者的广泛认可，为企业持续发展注入强劲动力。产品与资本的双重突破，不仅充分印证了公司战略的前瞻性，更标志着中国品牌已正式掌握豪华车市场话语权，彰显出中国新能源汽车产业的强劲实力。 而这份战略落地的底气与市场引领的根基，源于用户的真实选择与口碑沉淀。杰兰路报告显示，问界系列除了具备卓越的产品驾乘体验这一核心优势外，在“用户口碑”“售后服务”“品牌档次”等关键维度表现同样突出，形成了“产品硬实力+服务软实力+口碑影响力”的三重支撑体系。这种全方位的竞争力，成为赛力斯在高端市场站稳脚跟、实现持续增长的核心基石。 展望未来，依托清晰的高端化战略、持续焕新的产品矩阵以及强劲的市场表现，赛力斯将持续引领中国高端新能源汽车品牌向上突破，加速迈向全球高端新能源舞台，助力中国新能源汽车产业高质量发展。","listText":"2月1日，赛力斯披露了1月产销快报。数据显示，赛力斯新能源汽车1月销量43,034辆，同比增长140.33%。其中，问界持续领跑高端新能源汽车市场，1月新车交付40,016辆，同比增长83%，成为拉动企业销量增长的核心引擎，彰显出强大的市场号召力与品牌势能。 赛力斯的显著增长，呈现出“核心产品引领、高端市场扎根、规模效应凸显”的鲜明特征。自布局新能源赛道以来，赛力斯始终锚定高端新能源汽车主航道，坚定推进“大单品”战略，并通过与**的深度跨界融合，陆续推出了问界M5、问界M7、问界M9、问界M8四款车型，构建起覆盖20万至60万元价格区间的产品矩阵，形成差异化竞争优势。随着新品的推出，问界品牌的市场覆盖将进一步拓宽，精准满足多元消费需求，巩固其在高端市场的地位。 而这一亮眼业绩的背后，是赛力斯高端化战略的成功实践。在产品端，问界累计交付突破100万辆，已在高端市场实现绝对引领，成为中国高端新能源品牌标杆；在资本端，公司成功登陆港股，获得国际投资者的广泛认可，为企业持续发展注入强劲动力。产品与资本的双重突破，不仅充分印证了公司战略的前瞻性，更标志着中国品牌已正式掌握豪华车市场话语权，彰显出中国新能源汽车产业的强劲实力。 而这份战略落地的底气与市场引领的根基，源于用户的真实选择与口碑沉淀。杰兰路报告显示，问界系列除了具备卓越的产品驾乘体验这一核心优势外，在“用户口碑”“售后服务”“品牌档次”等关键维度表现同样突出，形成了“产品硬实力+服务软实力+口碑影响力”的三重支撑体系。这种全方位的竞争力，成为赛力斯在高端市场站稳脚跟、实现持续增长的核心基石。 展望未来，依托清晰的高端化战略、持续焕新的产品矩阵以及强劲的市场表现，赛力斯将持续引领中国高端新能源汽车品牌向上突破，加速迈向全球高端新能源舞台，助力中国新能源汽车产业高质量发展。","text":"2月1日，赛力斯披露了1月产销快报。数据显示，赛力斯新能源汽车1月销量43,034辆，同比增长140.33%。其中，问界持续领跑高端新能源汽车市场，1月新车交付40,016辆，同比增长83%，成为拉动企业销量增长的核心引擎，彰显出强大的市场号召力与品牌势能。 赛力斯的显著增长，呈现出“核心产品引领、高端市场扎根、规模效应凸显”的鲜明特征。自布局新能源赛道以来，赛力斯始终锚定高端新能源汽车主航道，坚定推进“大单品”战略，并通过与**的深度跨界融合，陆续推出了问界M5、问界M7、问界M9、问界M8四款车型，构建起覆盖20万至60万元价格区间的产品矩阵，形成差异化竞争优势。随着新品的推出，问界品牌的市场覆盖将进一步拓宽，精准满足多元消费需求，巩固其在高端市场的地位。 而这一亮眼业绩的背后，是赛力斯高端化战略的成功实践。在产品端，问界累计交付突破100万辆，已在高端市场实现绝对引领，成为中国高端新能源品牌标杆；在资本端，公司成功登陆港股，获得国际投资者的广泛认可，为企业持续发展注入强劲动力。产品与资本的双重突破，不仅充分印证了公司战略的前瞻性，更标志着中国品牌已正式掌握豪华车市场话语权，彰显出中国新能源汽车产业的强劲实力。 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href=\"https://laohu8.com/U/4215227301785870\">@麟凡此生</a>:2024全年Non-GAAP净利1400万，是赛道里第一家全年转正的公司，意义在于证明商业模式能闭环，而不是靠融资续血。更关键的是经营现金流全年6个亿，Q4单季13个亿，意味着客户开始提货。现金流先于利润爆发，是硬件行业的经典信号——规模效应刚爬到临界点，固定成本被摊薄，后面只要出货量保持线性增长，利润表就会以加速度修复。空头担心价格战，可禾赛已经把905nm方案做到500美元级，说明成本曲线领先同行一个身位。港股IPO募来的钱主要用于扩产和芯片迭代，不是补窟窿，属于“加杠杆打胜仗”，不是“输血续命”。估值角度，市场仍按“亏损科技”给市销率，一旦2025年利润爬升到亿元级，估值锚会瞬间从PS切到PE，弹性比情绪博弈大得多。我不追风口，只看现金流和产能利用率，两条线继续向上，仓位就纹丝不动。","listText":"Replying to <a href=\"https://laohu8.com/U/4215227301785870\">@麟凡此生</a>:八年烧钱把芯片啃完，现在研发费率降到12%，专利还年化百项，这账我看得懂。 //<a href=\"https://laohu8.com/U/4215227301785870\">@麟凡此生</a>:2024全年Non-GAAP净利1400万，是赛道里第一家全年转正的公司，意义在于证明商业模式能闭环，而不是靠融资续血。更关键的是经营现金流全年6个亿，Q4单季13个亿，意味着客户开始提货。现金流先于利润爆发，是硬件行业的经典信号——规模效应刚爬到临界点，固定成本被摊薄，后面只要出货量保持线性增长，利润表就会以加速度修复。空头担心价格战，可禾赛已经把905nm方案做到500美元级，说明成本曲线领先同行一个身位。港股IPO募来的钱主要用于扩产和芯片迭代，不是补窟窿，属于“加杠杆打胜仗”，不是“输血续命”。估值角度，市场仍按“亏损科技”给市销率，一旦2025年利润爬升到亿元级，估值锚会瞬间从PS切到PE，弹性比情绪博弈大得多。我不追风口，只看现金流和产能利用率，两条线继续向上，仓位就纹丝不动。","text":"Replying to 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//@麟凡此生:2024全年Non-GAAP净利1400万，是赛道里第一家全年转正的公司，意义在于证明商业模式能闭环，而不是靠融资续血。更关键的是经营现金流全年6个亿，Q4单季13个亿，意味着客户开始提货。现金流先于利润爆发，是硬件行业的经典信号——规模效应刚爬到临界点，固定成本被摊薄，后面只要出货量保持线性增长，利润表就会以加速度修复。空头担心价格战，可禾赛已经把905nm方案做到500美元级，说明成本曲线领先同行一个身位。港股IPO募来的钱主要用于扩产和芯片迭代，不是补窟窿，属于“加杠杆打胜仗”，不是“输血续命”。估值角度，市场仍按“亏损科技”给市销率，一旦2025年利润爬升到亿元级，估值锚会瞬间从PS切到PE，弹性比情绪博弈大得多。我不追风口，只看现金流和产能利用率，两条线继续向上，仓位就纹丝不动。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477433353704168","repostId":"477420302639240","repostType":1,"repost":{"id":477420302639240,"gmtCreate":1757567940805,"gmtModify":1757568164372,"author":{"id":"3505879823026033","authorId":"3505879823026033","name":"美港探案","avatar":"https://static.tigerbbs.com/2dcdf6df0631226a8fb31297b66ebd1c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505879823026033","authorIdStr":"3505879823026033"},"themes":[],"title":"禾赛科技：被低估的“激光之眼”，港股IPO让空头再无处遁形","htmlText":"兄弟们，把K线切到对数坐标，把估值模型调到最激进那档——禾赛科技来港股了。别急着喊“又一只流血上市的硬科技”，翻开它刚交的港股招股书，我看到的不是“融资续命”，而是“盈利核爆”：2024全年Non-GAAP净利1400万元，全球激光雷达赛道唯一全年盈利的公司，没有之一。空头们还在抠“赛道卷”“价格战”的老黄历，人家已经把正向经营现金流6亿元拍在桌上，四季度单季净现金流13亿元，账面子弹比大部分车企还多。一句话——这不是流血上市，这是端着机枪来港股抢筹码。 先说行业：从“可选”到“刚需”，激光雷达只用三年 别再纠结“视觉派还是激光派”，数据说话：2025上半年国内新能源乘用车L2+装车率82.6%，16万元以下车型开始标配激光雷达，渗透率曲线比当年安卓机替代塞班还陡。政策更狠——AEB前装率半年冲到64.4%，C-NCAP 2026把激光雷达写进五星安全线，不做就滚出新车目录。全球市场同步踩油门，Yole预判2025年全行业交付破300万台，是2020年20倍。一句话，激光雷达已从“秀肌肉”变成“上车通行证”，赛道天花板刚被掀开。 技术：自研芯片+硅化阵列 禾赛能把毛利率稳在40%+，核心是把“卖硬件”做成“卖芯片”。收发模块全自研，一颗芯片替代传统数百个分立器件，BOM成本直接砍半； 禾赛从2017年开始做激光雷达收发模块的芯片化，8年投入，激光器、探测器、激光驱动器、TIA芯片、ADC芯片、数字信号处理器和控制器——整整七个关键部件全部啃了下来，实现100%自研 硅化VDA阵列让线束从几百根变成几根，自动化贴片良率拉到99%以上。结果？ADAS产品毛利率41.2%，机器人产品线毛利率34.5%，双双把同行甩出10个点。更夸张的是研发费率——2025Q1已降到12%，仍保持年化百项专利，真正“一边省钱一边堆护城河”。 出货量=话语权 2025上半年禾赛激光雷达总交付54.8","listText":"兄弟们，把K线切到对数坐标，把估值模型调到最激进那档——禾赛科技来港股了。别急着喊“又一只流血上市的硬科技”，翻开它刚交的港股招股书，我看到的不是“融资续命”，而是“盈利核爆”：2024全年Non-GAAP净利1400万元，全球激光雷达赛道唯一全年盈利的公司，没有之一。空头们还在抠“赛道卷”“价格战”的老黄历，人家已经把正向经营现金流6亿元拍在桌上，四季度单季净现金流13亿元，账面子弹比大部分车企还多。一句话——这不是流血上市，这是端着机枪来港股抢筹码。 先说行业：从“可选”到“刚需”，激光雷达只用三年 别再纠结“视觉派还是激光派”，数据说话：2025上半年国内新能源乘用车L2+装车率82.6%，16万元以下车型开始标配激光雷达，渗透率曲线比当年安卓机替代塞班还陡。政策更狠——AEB前装率半年冲到64.4%，C-NCAP 2026把激光雷达写进五星安全线，不做就滚出新车目录。全球市场同步踩油门，Yole预判2025年全行业交付破300万台，是2020年20倍。一句话，激光雷达已从“秀肌肉”变成“上车通行证”，赛道天花板刚被掀开。 技术：自研芯片+硅化阵列 禾赛能把毛利率稳在40%+，核心是把“卖硬件”做成“卖芯片”。收发模块全自研，一颗芯片替代传统数百个分立器件，BOM成本直接砍半； 禾赛从2017年开始做激光雷达收发模块的芯片化，8年投入，激光器、探测器、激光驱动器、TIA芯片、ADC芯片、数字信号处理器和控制器——整整七个关键部件全部啃了下来，实现100%自研 硅化VDA阵列让线束从几百根变成几根，自动化贴片良率拉到99%以上。结果？ADAS产品毛利率41.2%，机器人产品线毛利率34.5%，双双把同行甩出10个点。更夸张的是研发费率——2025Q1已降到12%，仍保持年化百项专利，真正“一边省钱一边堆护城河”。 出货量=话语权 2025上半年禾赛激光雷达总交付54.8","text":"兄弟们，把K线切到对数坐标，把估值模型调到最激进那档——禾赛科技来港股了。别急着喊“又一只流血上市的硬科技”，翻开它刚交的港股招股书，我看到的不是“融资续命”，而是“盈利核爆”：2024全年Non-GAAP净利1400万元，全球激光雷达赛道唯一全年盈利的公司，没有之一。空头们还在抠“赛道卷”“价格战”的老黄历，人家已经把正向经营现金流6亿元拍在桌上，四季度单季净现金流13亿元，账面子弹比大部分车企还多。一句话——这不是流血上市，这是端着机枪来港股抢筹码。 先说行业：从“可选”到“刚需”，激光雷达只用三年 别再纠结“视觉派还是激光派”，数据说话：2025上半年国内新能源乘用车L2+装车率82.6%，16万元以下车型开始标配激光雷达，渗透率曲线比当年安卓机替代塞班还陡。政策更狠——AEB前装率半年冲到64.4%，C-NCAP 2026把激光雷达写进五星安全线，不做就滚出新车目录。全球市场同步踩油门，Yole预判2025年全行业交付破300万台，是2020年20倍。一句话，激光雷达已从“秀肌肉”变成“上车通行证”，赛道天花板刚被掀开。 技术：自研芯片+硅化阵列 禾赛能把毛利率稳在40%+，核心是把“卖硬件”做成“卖芯片”。收发模块全自研，一颗芯片替代传统数百个分立器件，BOM成本直接砍半； 禾赛从2017年开始做激光雷达收发模块的芯片化，8年投入，激光器、探测器、激光驱动器、TIA芯片、ADC芯片、数字信号处理器和控制器——整整七个关键部件全部啃了下来，实现100%自研 硅化VDA阵列让线束从几百根变成几根，自动化贴片良率拉到99%以上。结果？ADAS产品毛利率41.2%，机器人产品线毛利率34.5%，双双把同行甩出10个点。更夸张的是研发费率——2025Q1已降到12%，仍保持年化百项专利，真正“一边省钱一边堆护城河”。 出货量=话语权 2025上半年禾赛激光雷达总交付54.8","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477420302639240","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471656670351576,"gmtCreate":1756181775927,"gmtModify":1756181777765,"author":{"id":"4215229439786500","authorId":"4215229439786500","name":"木火知行录","avatar":"https://static.tigerbbs.com/aaef9c164515ec43e82b214b6a52c995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215229439786500","authorIdStr":"4215229439786500"},"themes":[],"title":"","htmlText":"募资主要用来研发新产品、设海外研发中心、升级智能制造这些方向，长期来看对提升竞争力是好事，可以关注一下后续进展。","listText":"募资主要用来研发新产品、设海外研发中心、升级智能制造这些方向，长期来看对提升竞争力是好事，可以关注一下后续进展。","text":"募资主要用来研发新产品、设海外研发中心、升级智能制造这些方向，长期来看对提升竞争力是好事，可以关注一下后续进展。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471656670351576","repostId":"471637844406528","repostType":1,"repost":{"id":471637844406528,"gmtCreate":1756177497163,"gmtModify":1756179486769,"author":{"id":"4124841349957442","authorId":"4124841349957442","name":"舟木研究港美股","avatar":"https://static.tigerbbs.com/e834cef51d7c9c4365d8e12508be76f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124841349957442","authorIdStr":"4124841349957442"},"themes":[],"title":"新股消息｜空调巨头奥克斯电气(02580)今启招股 今年一季度收入超93亿元 海外市场发展迅猛","htmlText":"8月25日，全球前五大空调提供商之一——奥克斯电气有限公司(02580)(以下简称“奥克斯电气”)正式开启招股。公司拟发行约2.07亿股，其中香港发售约占5%，国际发售约占95%，最高发行价为每股17.42港元，每手200股，预期将于2025年9月2日登陆港股，这是继海信家电(00921)、海尔智家(06690)、美的集团(00300)后，港股即将迎来的新一家空调行业龙头企业。 据悉，此次招股吸引多家实力雄厚的基石投资者，其中包括中邮保险及中邮理财、华菱香港、西藏源乐晟及CICC FT、深圳永信及国泰君安投资。按发售价17.42港元计算，基石投资者合计认购约1.243亿美元(9.742亿港元)，认购占发售股份的27%(假设发售量调整权未获行使及超额配股权未获行使)。 据招股书，奥克斯电气是全球前五大空调提供商之一，集家用和中央空调设计、研发、生产、销售及服务于一体。公司的空调业务覆盖150多个国家和地区。根据弗若斯特沙利文的资料，按2024年销量计算，公司是全球第五大空调提供商，市场份额达7.1%；同时是中国大众市场家用空调第一品牌，市场份额达25.7%。 公司的产品矩阵以家用空调和中央空调为主，围绕节能、舒适、健康、智能四大方向深耕。品牌及产品矩阵方面，奥克斯电气以“奥克斯AUX”主品牌布局海内外市场，同时孵化“华蒜”“AUFIT”品牌，推出ShinFlow等高端品牌。产品矩阵围绕家用空调和中央空调，深耕节能、舒适、健康、智能方向，覆盖多种应用场景。 在业绩记录期，公司保持强劲增长势头。公司收入由2022年的195.28亿人民币增加至2024年的297.59亿人民币，年复合增长率为23.4%。归母净利润从2022年的14.42亿元人民币增长至2024年的29.10亿人民币，年复合增长率为42.1%。2025年一季度，公司收入和归母净利润分别约为93.52亿元、9.25亿元","listText":"8月25日，全球前五大空调提供商之一——奥克斯电气有限公司(02580)(以下简称“奥克斯电气”)正式开启招股。公司拟发行约2.07亿股，其中香港发售约占5%，国际发售约占95%，最高发行价为每股17.42港元，每手200股，预期将于2025年9月2日登陆港股，这是继海信家电(00921)、海尔智家(06690)、美的集团(00300)后，港股即将迎来的新一家空调行业龙头企业。 据悉，此次招股吸引多家实力雄厚的基石投资者，其中包括中邮保险及中邮理财、华菱香港、西藏源乐晟及CICC FT、深圳永信及国泰君安投资。按发售价17.42港元计算，基石投资者合计认购约1.243亿美元(9.742亿港元)，认购占发售股份的27%(假设发售量调整权未获行使及超额配股权未获行使)。 据招股书，奥克斯电气是全球前五大空调提供商之一，集家用和中央空调设计、研发、生产、销售及服务于一体。公司的空调业务覆盖150多个国家和地区。根据弗若斯特沙利文的资料，按2024年销量计算，公司是全球第五大空调提供商，市场份额达7.1%；同时是中国大众市场家用空调第一品牌，市场份额达25.7%。 公司的产品矩阵以家用空调和中央空调为主，围绕节能、舒适、健康、智能四大方向深耕。品牌及产品矩阵方面，奥克斯电气以“奥克斯AUX”主品牌布局海内外市场，同时孵化“华蒜”“AUFIT”品牌，推出ShinFlow等高端品牌。产品矩阵围绕家用空调和中央空调，深耕节能、舒适、健康、智能方向，覆盖多种应用场景。 在业绩记录期，公司保持强劲增长势头。公司收入由2022年的195.28亿人民币增加至2024年的297.59亿人民币，年复合增长率为23.4%。归母净利润从2022年的14.42亿元人民币增长至2024年的29.10亿人民币，年复合增长率为42.1%。2025年一季度，公司收入和归母净利润分别约为93.52亿元、9.25亿元","text":"8月25日，全球前五大空调提供商之一——奥克斯电气有限公司(02580)(以下简称“奥克斯电气”)正式开启招股。公司拟发行约2.07亿股，其中香港发售约占5%，国际发售约占95%，最高发行价为每股17.42港元，每手200股，预期将于2025年9月2日登陆港股，这是继海信家电(00921)、海尔智家(06690)、美的集团(00300)后，港股即将迎来的新一家空调行业龙头企业。 据悉，此次招股吸引多家实力雄厚的基石投资者，其中包括中邮保险及中邮理财、华菱香港、西藏源乐晟及CICC FT、深圳永信及国泰君安投资。按发售价17.42港元计算，基石投资者合计认购约1.243亿美元(9.742亿港元)，认购占发售股份的27%(假设发售量调整权未获行使及超额配股权未获行使)。 据招股书，奥克斯电气是全球前五大空调提供商之一，集家用和中央空调设计、研发、生产、销售及服务于一体。公司的空调业务覆盖150多个国家和地区。根据弗若斯特沙利文的资料，按2024年销量计算，公司是全球第五大空调提供商，市场份额达7.1%；同时是中国大众市场家用空调第一品牌，市场份额达25.7%。 公司的产品矩阵以家用空调和中央空调为主，围绕节能、舒适、健康、智能四大方向深耕。品牌及产品矩阵方面，奥克斯电气以“奥克斯AUX”主品牌布局海内外市场，同时孵化“华蒜”“AUFIT”品牌，推出ShinFlow等高端品牌。产品矩阵围绕家用空调和中央空调，深耕节能、舒适、健康、智能方向，覆盖多种应用场景。 在业绩记录期，公司保持强劲增长势头。公司收入由2022年的195.28亿人民币增加至2024年的297.59亿人民币，年复合增长率为23.4%。归母净利润从2022年的14.42亿元人民币增长至2024年的29.10亿人民币，年复合增长率为42.1%。2025年一季度，公司收入和归母净利润分别约为93.52亿元、9.25亿元","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471637844406528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469855275110520,"gmtCreate":1755741915281,"gmtModify":1755742044792,"author":{"id":"4215229439786500","authorId":"4215229439786500","name":"木火知行录","avatar":"https://static.tigerbbs.com/aaef9c164515ec43e82b214b6a52c995","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215229439786500","authorIdStr":"4215229439786500"},"themes":[],"title":"","htmlText":"<a 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</a>","text":"问界系列占比超九成，大单品模式得到市场验证$赛力斯(09927)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529173131109208","repostId":"529168531644552","repostType":1,"repost":{"id":529168531644552,"gmtCreate":1770181304464,"gmtModify":1770181960342,"author":{"id":"4087602178931600","authorId":"4087602178931600","name":"杨不留行","avatar":"https://static.tigerbbs.com/eae974067125cf4a8b3fe37be4a5b81f","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4087602178931600","idStr":"4087602178931600"},"themes":[],"title":"赛力斯披露1月产销快报 问界单月交付超4万辆领跑豪华车市场","htmlText":"2月1日，赛力斯披露了1月产销快报。数据显示，赛力斯新能源汽车1月销量43,034辆，同比增长140.33%。其中，问界持续领跑高端新能源汽车市场，1月新车交付40,016辆，同比增长83%，成为拉动企业销量增长的核心引擎，彰显出强大的市场号召力与品牌势能。 赛力斯的显著增长，呈现出“核心产品引领、高端市场扎根、规模效应凸显”的鲜明特征。自布局新能源赛道以来，赛力斯始终锚定高端新能源汽车主航道，坚定推进“大单品”战略，并通过与**的深度跨界融合，陆续推出了问界M5、问界M7、问界M9、问界M8四款车型，构建起覆盖20万至60万元价格区间的产品矩阵，形成差异化竞争优势。随着新品的推出，问界品牌的市场覆盖将进一步拓宽，精准满足多元消费需求，巩固其在高端市场的地位。 而这一亮眼业绩的背后，是赛力斯高端化战略的成功实践。在产品端，问界累计交付突破100万辆，已在高端市场实现绝对引领，成为中国高端新能源品牌标杆；在资本端，公司成功登陆港股，获得国际投资者的广泛认可，为企业持续发展注入强劲动力。产品与资本的双重突破，不仅充分印证了公司战略的前瞻性，更标志着中国品牌已正式掌握豪华车市场话语权，彰显出中国新能源汽车产业的强劲实力。 而这份战略落地的底气与市场引领的根基，源于用户的真实选择与口碑沉淀。杰兰路报告显示，问界系列除了具备卓越的产品驾乘体验这一核心优势外，在“用户口碑”“售后服务”“品牌档次”等关键维度表现同样突出，形成了“产品硬实力+服务软实力+口碑影响力”的三重支撑体系。这种全方位的竞争力，成为赛力斯在高端市场站稳脚跟、实现持续增长的核心基石。 展望未来，依托清晰的高端化战略、持续焕新的产品矩阵以及强劲的市场表现，赛力斯将持续引领中国高端新能源汽车品牌向上突破，加速迈向全球高端新能源舞台，助力中国新能源汽车产业高质量发展。","listText":"2月1日，赛力斯披露了1月产销快报。数据显示，赛力斯新能源汽车1月销量43,034辆，同比增长140.33%。其中，问界持续领跑高端新能源汽车市场，1月新车交付40,016辆，同比增长83%，成为拉动企业销量增长的核心引擎，彰显出强大的市场号召力与品牌势能。 赛力斯的显著增长，呈现出“核心产品引领、高端市场扎根、规模效应凸显”的鲜明特征。自布局新能源赛道以来，赛力斯始终锚定高端新能源汽车主航道，坚定推进“大单品”战略，并通过与**的深度跨界融合，陆续推出了问界M5、问界M7、问界M9、问界M8四款车型，构建起覆盖20万至60万元价格区间的产品矩阵，形成差异化竞争优势。随着新品的推出，问界品牌的市场覆盖将进一步拓宽，精准满足多元消费需求，巩固其在高端市场的地位。 而这一亮眼业绩的背后，是赛力斯高端化战略的成功实践。在产品端，问界累计交付突破100万辆，已在高端市场实现绝对引领，成为中国高端新能源品牌标杆；在资本端，公司成功登陆港股，获得国际投资者的广泛认可，为企业持续发展注入强劲动力。产品与资本的双重突破，不仅充分印证了公司战略的前瞻性，更标志着中国品牌已正式掌握豪华车市场话语权，彰显出中国新能源汽车产业的强劲实力。 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