个人中心 - 老虎社区

韭菲特_何

上海松江

IP属地：浙江

帖子 · 86帖子 · 86
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- 韭菲特_何韭菲特_何
  ·2020-04-15
  $特斯拉(TSLA)$您使用我的引荐码链接购买全新 Tesla，可获得 1,500 km的免费超级充电额度： https://ts.la/25738
  6 评论
  1
  分享
  举报
- 韭菲特_何韭菲特_何
  ·05-26
  $老虎证券(TIGR)$ 加油加油加油！
  555 评论
  4
  分享
  举报
- 韭菲特_何韭菲特_何
  ·04-08
  $老虎证券(TIGR)$ 信息更新有点慢，有些信息同花顺和东方财富已经有了，咱老虎证券还没有看到
  1,522 评论
  2
  分享
  举报
- 韭菲特_何韭菲特_何
  ·01-06
  $老虎证券(TIGR)$ 看好你，加油！
  4,477 2
  13
  分享
  举报
- 韭菲特_何韭菲特_何
  ·2025-12-09
  $老虎证券(TIGR)$ 静待花开，看好你！
  1,848 评论
  2
  分享
  举报
- 韭菲特_何韭菲特_何
  ·2025-08-08
  重仓了，关注了七年，入手已经五年了，现在是我的重仓股！对它还是看好的，业绩趋势不会改变！短期波动也可以理解！
  谈几点我对福寿园中报预警的思考
  福寿园公司发布中报预警，预计亏损 2.35-2.65 亿。以上是我的一些思考，不要问我买卖操作问题，我不方便回答。
  谈几点我对福寿园中报预警的思考
  4,329 2
  1
  分享
  举报
- 韭菲特_何韭菲特_何
  ·2025-07-23
  $老虎证券(TIGR)$ 不负众望，好公司好价格，加油！
  1.18万 3
  2
  分享
  举报
- 韭菲特_何韭菲特_何
  ·2025-07-09
  $老虎证券(TIGR)$ 加油干！放国内大A早起飞了！
  1.29万 5
  3
  分享
  举报
- 韭菲特_何韭菲特_何
  ·2025-05-13
  $老虎证券(TIGR)$ 不说了，我爱你！
  1.34万 5
  4
  分享
  举报
- 韭菲特_何韭菲特_何
  ·2025-03-18
  $老虎证券(TIGR)$ 不负所望，再创辉煌！
  2,979 评论
  2
  分享
  举报
- 韭菲特_何韭菲特_何
  ·2025-02-25
  $黄金/美元(XAUUSD.FOREX)$ 黄金狗庄，看你怎么再唱多？继续空！
  6,357 4
  1
  分享
  举报
暂无粉丝

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"128999506168952","uuid":"128999506168952","gmtCreate":1460081014308,"gmtModify":1634004290518,"name":"韭菲特_何","pinyin":"jfthjiufeitehe","introduction":"","introductionEn":"","signature":"上海松江","avatar":"https://static.tigerbbs.com/42d7411d3139428a7f26428529e1f543","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":467,"headSize":37,"tweetSize":86,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":12,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"10d8ad8d391644a888f8cb7af2d056a4-1","templateUuid":"10d8ad8d391644a888f8cb7af2d056a4","name":"2025元宝x1","description":"2025年度投资收益达成10万美金","bigImgUrl":"https://static.tigerbbs.com/77da5fe9da608523f0fd7cf355adc306","smallImgUrl":"https://static.tigerbbs.com/77da5fe9da608523f0fd7cf355adc306","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":3,"allocatedDate":"2026.01.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":6001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.12","exceedPercentage":"93.48%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-2","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识探索家","description":"观看学堂课程满20节","bigImgUrl":"https://static.tigerbbs.com/63cc10a4789c3eaa019b225a55136cf9","smallImgUrl":"https://static.tigerbbs.com/b1f0cbf3ae1b0a4593ddb3434df74ce0","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.31%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":4,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":926942873,"gmtCreate":1586965352992,"gmtModify":1704362766017,"author":{"id":"128999506168952","authorId":"128999506168952","name":"韭菲特_何","avatar":"https://static.tigerbbs.com/42d7411d3139428a7f26428529e1f543","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"128999506168952","authorIdStr":"128999506168952"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>您使用我的引荐码链接购买全新 Tesla，可获得 1,500 km的免费超级充电额度： https://ts.la/25738","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>您使用我的引荐码链接购买全新 Tesla，可获得 1,500 km的免费超级充电额度： https://ts.la/25738","text":"$特斯拉(TSLA)$您使用我的引荐码链接购买全新 Tesla，可获得 1,500 km的免费超级充电额度： https://ts.la/25738","images":[],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/926942873","isVote":1,"tweetType":1,"viewCount":6,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568397826063096,"gmtCreate":1779806728511,"gmtModify":1779806768890,"author":{"id":"128999506168952","authorId":"128999506168952","name":"韭菲特_何","avatar":"https://static.tigerbbs.com/42d7411d3139428a7f26428529e1f543","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"128999506168952","authorIdStr":"128999506168952"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 加油加油加油！","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 加油加油加油！","text":"$老虎证券(TIGR)$ 加油加油加油！","images":[{"img":"https://static.tigerbbs.com/f24a738520afc224f92f50423597cd8d","width":"894","height":"1520"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568397826063096","isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":551383916255424,"gmtCreate":1775637124146,"gmtModify":1775637220666,"author":{"id":"128999506168952","authorId":"128999506168952","name":"韭菲特_何","avatar":"https://static.tigerbbs.com/42d7411d3139428a7f26428529e1f543","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"128999506168952","authorIdStr":"128999506168952"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 信息更新有点慢，有些信息同花顺和东方财富已经有了，咱老虎证券还没有看到","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 信息更新有点慢，有些信息同花顺和东方财富已经有了，咱老虎证券还没有看到","text":"$老虎证券(TIGR)$ 信息更新有点慢，有些信息同花顺和东方财富已经有了，咱老虎证券还没有看到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551383916255424","isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518914858107440,"gmtCreate":1767663348683,"gmtModify":1767663361101,"author":{"id":"128999506168952","authorId":"128999506168952","name":"韭菲特_何","avatar":"https://static.tigerbbs.com/42d7411d3139428a7f26428529e1f543","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"128999506168952","authorIdStr":"128999506168952"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 看好你，加油！","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 看好你，加油！","text":"$老虎证券(TIGR)$ 看好你，加油！","images":[{"img":"https://static.tigerbbs.com/61af79af5ededb89f6927297ba1b288d","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/518914858107440","isVote":1,"tweetType":1,"viewCount":4477,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3434763406777814","authorId":"3434763406777814","name":"胡涛tommy","avatar":"https://static.tigerbbs.com/9f28ee7d906e2499e3d787deefef393f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3434763406777814","authorIdStr":"3434763406777814"},"content":"税务局要等你们了吧？","text":"税务局要等你们了吧？","html":"税务局要等你们了吧？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":508968493237168,"gmtCreate":1765291308399,"gmtModify":1765291464779,"author":{"id":"128999506168952","authorId":"128999506168952","name":"韭菲特_何","avatar":"https://static.tigerbbs.com/42d7411d3139428a7f26428529e1f543","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"128999506168952","authorIdStr":"128999506168952"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 静待花开，看好你！","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 静待花开，看好你！","text":"$老虎证券(TIGR)$ 静待花开，看好你！","images":[{"img":"https://static.tigerbbs.com/99040959e2c2dd5443f2b12a1d6fb46d","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508968493237168","isVote":1,"tweetType":1,"viewCount":1848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":465287986385104,"gmtCreate":1754620809318,"gmtModify":1754620811452,"author":{"id":"128999506168952","authorId":"128999506168952","name":"韭菲特_何","avatar":"https://static.tigerbbs.com/42d7411d3139428a7f26428529e1f543","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"128999506168952","authorIdStr":"128999506168952"},"themes":[],"title":"","htmlText":"重仓了，关注了七年，入手已经五年了，现在是我的重仓股！ 对它还是看好的，业绩趋势不会改变！短期波动也可以理解！","listText":"重仓了，关注了七年，入手已经五年了，现在是我的重仓股！ 对它还是看好的，业绩趋势不会改变！短期波动也可以理解！","text":"重仓了，关注了七年，入手已经五年了，现在是我的重仓股！ 对它还是看好的，业绩趋势不会改变！短期波动也可以理解！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/465287986385104","repostId":"2557374529","repostType":2,"repost":{"id":"2557374529","kind":"news","pubTimestamp":1754481355,"share":"https://www.laohu8.com/m/news/2557374529?lang=zh_CN&edition=full","pubTime":"2025-08-06 19:55","market":"hk","language":"zh","title":"谈几点我对福寿园中报预警的思考","url":"https://stock-news.laohu8.com/highlight/detail?id=2557374529","media":"昆仑侠","summary":"福寿园公司发布中报预警，预计亏损 2.35-2.65 亿。以上是我的一些思考，不要问我买卖操作问题，我不方便回答。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/01448\">福寿园</a>公司发布中报预警，预计亏损 2.35-2.65 亿。公司公告是三个原因：</p><p>1、宏观经济和客户消费更加谨慎使得业绩下滑；</p><p>2、部分子公司因不同税务原因导致税务成本上升；</p><p>3、<span>商誉</span>和<span>资产</span>减值。</p><p>4、同时表示扣非后净利润率保持在较高水平。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250806201600511v15202xircrnan0\"/><p>简单说一下我的观点：</p><p>1、 因为去年底开始行业整顿，墓地出售价格受到窗口指导，公司此前预计营收下降 10%，墓地均价下降 25%，没想到直接给干亏了 2.5 亿左右。</p><p>2、 业绩下滑是肯定的，但单纯业绩原因最多只是多赚和小赚的区别，不可能亏这么多，这个从商业模式就能理解到。</p><p>3、 公告提到，不同子公司因不同税务原因，说明不是一家子公司，也是不同税务原因，这个可以参照去年年报，可能涉及税率增加和追缴，另一家同行万桐园发公告说的是适用税率提高了。这个不方便展开讲了。</p><p>4、 商誉和资产减值，估计和去年的情况类似。</p><p>5、 管理层被诟病很多，经常出各种幺蛾子。但不建议啥都往诚信上面去套。至少这几年<span>分红</span>是实打实的。</p><p>6、 我认为福寿园公司的商誉模式是不错的，需求也是与日俱增的，这个到了一定年龄，参加一些白事会有更深的感悟。</p><p>7、 现在的问题是要对福寿园未来长期<span>净利润</span>的一个稳态缺乏合理的推断，需要中报以及各地殡葬管理条例落实后后有个较为清晰的认知。</p><p>以上是我的一些思考，不要问我买卖操作问题，我不方便回答。</p><p>最后提示一下风险：以上仅作为我个人的一些理解，可能和事实有很大的出入，不作为任何投资建议或暗示，据此买卖，风险自负。</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>谈几点我对福寿园中报预警的思考</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谈几点我对福寿园中报预警的思考\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 19:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250806201607a478b901&s=b><strong>昆仑侠</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>福寿园公司发布中报预警，预计亏损 2.35-2.65 亿。公司公告是三个原因：1、宏观经济和客户消费更加谨慎使得业绩下滑；2、部分子公司因不同税务原因导致税务成本上升；3、商誉和资产减值。4、同时表示扣非后净利润率保持在较高水平。简单说一下我的观点：1、 因为去年底开始行业整顿，墓地出售价格受到窗口指导，公司此前预计营收下降 10%，墓地均价下降 25%，没想到直接给干亏了 2.5 亿左右。2、 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250806201607a478b901&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":{"01448":"福寿园","BK1215":"特殊消费者服务","BK1605":"殡葬概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250806201607a478b901&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2557374529","content_text":"福寿园公司发布中报预警，预计亏损 2.35-2.65 亿。公司公告是三个原因：1、宏观经济和客户消费更加谨慎使得业绩下滑；2、部分子公司因不同税务原因导致税务成本上升；3、商誉和资产减值。4、同时表示扣非后净利润率保持在较高水平。简单说一下我的观点：1、 因为去年底开始行业整顿，墓地出售价格受到窗口指导，公司此前预计营收下降 10%，墓地均价下降 25%，没想到直接给干亏了 2.5 亿左右。2、 业绩下滑是肯定的，但单纯业绩原因最多只是多赚和小赚的区别，不可能亏这么多，这个从商业模式就能理解到。3、 公告提到，不同子公司因不同税务原因，说明不是一家子公司，也是不同税务原因，这个可以参照去年年报，可能涉及税率增加和追缴，另一家同行万桐园发公告说的是适用税率提高了。这个不方便展开讲了。4、 商誉和资产减值，估计和去年的情况类似。5、 管理层被诟病很多，经常出各种幺蛾子。但不建议啥都往诚信上面去套。至少这几年分红是实打实的。6、 我认为福寿园公司的商誉模式是不错的，需求也是与日俱增的，这个到了一定年龄，参加一些白事会有更深的感悟。7、 现在的问题是要对福寿园未来长期净利润的一个稳态缺乏合理的推断，需要中报以及各地殡葬管理条例落实后后有个较为清晰的认知。以上是我的一些思考，不要问我买卖操作问题，我不方便回答。最后提示一下风险：以上仅作为我个人的一些理解，可能和事实有很大的出入，不作为任何投资建议或暗示，据此买卖，风险自负。","news_type":1,"symbols_score_info":{"01448":1}},"isVote":1,"tweetType":1,"viewCount":4329,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199884945608990","authorId":"4199884945608990","name":"他化自在。","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"idStr":"4199884945608990","authorIdStr":"4199884945608990"},"content":"后期怎么看，业绩会常年亏损吗？","text":"后期怎么看，业绩会常年亏损吗？","html":"后期怎么看，业绩会常年亏损吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459669101273520,"gmtCreate":1753260587341,"gmtModify":1753260589908,"author":{"id":"128999506168952","authorId":"128999506168952","name":"韭菲特_何","avatar":"https://static.tigerbbs.com/42d7411d3139428a7f26428529e1f543","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"128999506168952","authorIdStr":"128999506168952"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 不负众望，好公司好价格，加油！","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 不负众望，好公司好价格，加油！","text":"$老虎证券(TIGR)$ 不负众望，好公司好价格，加油！","images":[{"img":"https://static.tigerbbs.com/d22286471afdcc22a315a8b71e77ed04","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/459669101273520","isVote":1,"tweetType":1,"viewCount":11766,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546309551258603","authorId":"3546309551258603","name":"骑猪去看海_","avatar":"https://static.tigerbbs.com/26a24c2c7dd63024de53453d5d4ce208","crmLevel":8,"crmLevelSwitch":0,"idStr":"3546309551258603","authorIdStr":"3546309551258603"},"content":"大佬关注你很久了 佩服买在低点你觉得老虎还能上30刀吗","text":"大佬关注你很久了 佩服买在低点你觉得老虎还能上30刀吗","html":"大佬关注你很久了 佩服买在低点你觉得老虎还能上30刀吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":454591657579336,"gmtCreate":1752022258788,"gmtModify":1752040183676,"author":{"id":"128999506168952","authorId":"128999506168952","name":"韭菲特_何","avatar":"https://static.tigerbbs.com/42d7411d3139428a7f26428529e1f543","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"128999506168952","authorIdStr":"128999506168952"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 加油干！放国内大A早起飞了！","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 加油干！放国内大A早起飞了！","text":"$老虎证券(TIGR)$ 加油干！放国内大A早起飞了！","images":[{"img":"https://static.tigerbbs.com/9999a7e84a9858fc94f5b64c28881b24","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/454591657579336","isVote":1,"tweetType":1,"viewCount":12909,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3462998604524460","authorId":"3462998604524460","name":"鹰隼大队长","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3462998604524460","authorIdStr":"3462998604524460"},"content":"突破40早晚的事","text":"突破40早晚的事","html":"突破40早晚的事"},{"author":{"id":"4198980088962652","authorId":"4198980088962652","name":"Alive 迷人","avatar":"https://static.tigerbbs.com/cc67c3381e5cfaca88f04843f08244c0","crmLevel":5,"crmLevelSwitch":0,"idStr":"4198980088962652","authorIdStr":"4198980088962652"},"content":"拿了多久了","text":"拿了多久了","html":"拿了多久了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":434638345347528,"gmtCreate":1747146304368,"gmtModify":1747190223558,"author":{"id":"128999506168952","authorId":"128999506168952","name":"韭菲特_何","avatar":"https://static.tigerbbs.com/42d7411d3139428a7f26428529e1f543","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"128999506168952","authorIdStr":"128999506168952"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 不说了，我爱你！","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 不说了，我爱你！","text":"$老虎证券(TIGR)$ 不说了，我爱你！","images":[{"img":"https://static.tigerbbs.com/741578df12e8b4186bb41375e65ddbc3","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/434638345347528","isVote":1,"tweetType":1,"viewCount":13358,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583544396400063","authorId":"3583544396400063","name":"千里独行侠","avatar":"https://static.tigerbbs.com/1903c41ef8ea076dd0a596a6c4b87842","crmLevel":2,"crmLevelSwitch":0,"idStr":"3583544396400063","authorIdStr":"3583544396400063"},"content":"老虎下周能突破10刀吗？","text":"老虎下周能突破10刀吗？","html":"老虎下周能突破10刀吗？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":414875527557224,"gmtCreate":1742307089864,"gmtModify":1742308452462,"author":{"id":"128999506168952","authorId":"128999506168952","name":"韭菲特_何","avatar":"https://static.tigerbbs.com/42d7411d3139428a7f26428529e1f543","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"128999506168952","authorIdStr":"128999506168952"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 不负所望，再创辉煌！","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 不负所望，再创辉煌！","text":"$老虎证券(TIGR)$ 不负所望，再创辉煌！","images":[{"img":"https://static.tigerbbs.com/056f77dbf96122dde0e7eb5ac29e02e9","width":"894","height":"1564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414875527557224","isVote":1,"tweetType":1,"viewCount":2979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":407354058539232,"gmtCreate":1740470165970,"gmtModify":1740472351857,"author":{"id":"128999506168952","authorId":"128999506168952","name":"韭菲特_何","avatar":"https://static.tigerbbs.com/42d7411d3139428a7f26428529e1f543","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"128999506168952","authorIdStr":"128999506168952"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$&nbsp;</a> 黄金狗庄，看你怎么再唱多？继续空！","listText":"<a href=\"https://laohu8.com/S/XAUUSD.FOREX\">$黄金/美元(XAUUSD.FOREX)$&nbsp;</a> 黄金狗庄，看你怎么再唱多？继续空！","text":"$黄金/美元(XAUUSD.FOREX)$ 黄金狗庄，看你怎么再唱多？继续空！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/407354058539232","isVote":1,"tweetType":1,"viewCount":6357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}