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Lxy611

IP属地：黑龙江

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- Lxy611Lxy611
  ·2021-12-18
  $朝云集团(06601)$唯一一个新股，还这样，感谢你给我上了一课，投资路上不孤单。
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- Lxy611Lxy611
  ·2021-07-27
  $三倍做多FTSE中国ETF-Direxion(YINN)$装死了
  893 评论
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- Lxy611Lxy611
  ·2021-07-06
  $京东(JD)$中概股退市吧
  1,096 评论
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- Lxy611Lxy611
  ·2021-05-10
  $京东(JD)$服了。中概股怎么跟A股一样了呢
  884 评论
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- Lxy611Lxy611
  ·2021-03-17
  $京东(JD)$阿东怎么了，别人反弹挺好的啊！你这是怎么了
  1,211 评论
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- Lxy611Lxy611
  ·2021-03-11
  $朝云集团(06601)$老总洗洁精吃多了，顶格定价。真是服了
  1,628 1
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- Lxy611Lxy611
  ·2021-03-10
  $京东(JD)$怎么个情况，昨晚都反弹了，你没反弹。港股涨了，你还要跌么
  1,111 评论
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- Lxy611Lxy611
  ·2021-03-10
  朝云也够可以的了，上限定价，老总是 SB吧
  朝云集团一手中签率50%，认购30手稳中一手
  3月9日，朝云集团发布公告，发售价已厘定为每股发售股份9.20港元，公开发售部分超购172.32倍，一手中签率50%，认购30手稳中一手。老虎资讯整理相关数据如下表：甲组认购倍数125.23倍，认
  朝云集团一手中签率50%，认购30手稳中一手
  842 评论
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- Lxy611Lxy611
  ·2021-03-10
  $朝云集团(06601)$朝云你行
  594 评论
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- Lxy611Lxy611
  ·2021-03-10
  $朝云集团(06601)$服了
  775 评论
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href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>阿东怎么了，别人反弹挺好的啊！你这是怎么了","text":"$京东(JD)$阿东怎么了，别人反弹挺好的啊！你这是怎么了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/m/post/324145857","isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321684091,"gmtCreate":1615429315613,"gmtModify":1615429315613,"author":{"id":"3479422805443391","authorId":"3479422805443391","name":"Lxy611","avatar":"https://static.tigerbbs.com/4e81f43c48487e260c1f7680d3719cf0","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06601\">$朝云集团(06601)$</a>老总洗洁精吃多了，顶格定价。真是服了","listText":"<a href=\"https://laohu8.com/S/06601\">$朝云集团(06601)$</a>老总洗洁精吃多了，顶格定价。真是服了","text":"$朝云集团(06601)$老总洗洁精吃多了，顶格定价。真是服了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/m/post/321684091","isVote":1,"tweetType":1,"viewCount":1628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323453518,"gmtCreate":1615369701234,"gmtModify":1615369701234,"author":{"id":"3479422805443391","authorId":"3479422805443391","name":"Lxy611","avatar":"https://static.tigerbbs.com/4e81f43c48487e260c1f7680d3719cf0","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>怎么个情况，昨晚都反弹了，你没反弹。港股涨了，你还要跌么","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>怎么个情况，昨晚都反弹了，你没反弹。港股涨了，你还要跌么","text":"$京东(JD)$怎么个情况，昨晚都反弹了，你没反弹。港股涨了，你还要跌么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/m/post/323453518","isVote":1,"tweetType":1,"viewCount":1111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323643145,"gmtCreate":1615340278787,"gmtModify":1615340278787,"author":{"id":"3479422805443391","authorId":"3479422805443391","name":"Lxy611","avatar":"https://static.tigerbbs.com/4e81f43c48487e260c1f7680d3719cf0","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"朝云也够可以的了，上限定价，老总是 SB吧","listText":"朝云也够可以的了，上限定价，老总是 SB吧","text":"朝云也够可以的了，上限定价，老总是 SB吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/m/post/323643145","repostId":"1191877089","repostType":2,"repost":{"id":"1191877089","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615255397,"share":"https://www.laohu8.com/m/news/1191877089?lang=&edition=full","pubTime":"2021-03-09 10:03","market":"hk","language":"zh","title":"朝云集团一手中签率50%，认购30手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1191877089","media":"老虎资讯综合","summary":"3月9日，朝云集团发布公告，发售价已厘定为每股发售股份9.20港元，公开发售部分超购172.32倍，一手中签率50%，认购30手稳中一手。老虎资讯整理相关数据如下表：甲组认购倍数125.23倍，认","content":"<p>3月9日，<a href=\"https://laohu8.com/S/06601\">朝云集团</a>发布公告，发售价已厘定为每股发售股份9.20港元，公开发售部分超购172.32倍，一手中签率50%，认购30手稳中一手。老虎资讯整理相关数据如下表：</p><p><img src=\"https://static.tigerbbs.com/4e55589338b5fc265e4c30c36694dd5a\" tg-width=\"772\" tg-height=\"674\" referrerpolicy=\"no-referrer\"></p><p>甲组认购倍数125.23倍，认购30手稳中一手。</p><p>乙组头需申购60万股，所需资金约558万元，稳中28手（14000股）。<img src=\"https://static.tigerbbs.com/5021ad7bb181ed30570d5d8520b2774b\" tg-width=\"870\" tg-height=\"794\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/a297676ae2d367bb5986e8864bcb04bd\" tg-width=\"891\" tg-height=\"730\" referrerpolicy=\"no-referrer\"></p><p><b>前景解析</b></p><p>朝云集团是立白集团控股的家居护理企业，旗下拥有“超威”、“贝贝健”、“威王”、“润之素”、“西兰”、“家居”、“DUX德是”、“ 倔强的尾巴” 七个知名品牌，主要产品涵盖杀虫驱蚊、居家清洁、空气护理、智能家居工具、宠物护理等多个领域。其中，公司的驱蚊产品销量领先。</p><p>一般情况下，“报价博弈”往往是投资者基于所掌握的信息，对企业估值形成合理的预期和判断的过程，上限定价代表公司IPO受到市场广泛追捧，意味着其新股发行价格更充分地贴近和回归自身价值。大幅超额认购同理，主要反映投资者对公司价值的认可程度。也无一例外地向外表明，市场对朝云集团的发展前景持乐观态度。</p><p>首先，宏观角度来看，从早前提出的“双循环”战略，到近期政治局会议明确的“需求侧改革”（即消费升级+消费扩容），扩内需促消费逐步成为一个中长期的发展方向。且中国拥有超14亿人口，内部消费市场兼具深度及宽度，共同为消费行业的发展奠基优质基础，因此本土消费品品牌崛起会是必然之势。</p><p>具体到日化行业，日用消费品天然具有刚需、高频等特点，市场空间足够广阔，而行业集中度、低线城市渗透率均有待提升，无疑存在孵化本土日化龙头的良好条件。叠加“扩内需促消费”带来的加速发展契机，已具备产品与渠道优势的头部企业势必率先受益，打开长远、巨大的发展空间，可谓崛起正当时。</p><p>遵循这一逻辑，朝云集团“高增速+高上限+高确定性”的未来发展预期，也逐渐明朗。</p><p><b>1、多品牌多品类战略布局，已拉动业绩出现显著增长</b></p><p>招股书显示，朝云集团是中国领先的一站式多品类家居护理、个人护理及宠护护理平台，旗下拥有威王、超威、贝贝健、西兰、润之素、倔强的尾巴及德是七大品牌，并在各细分领域中占据领先地位。</p><p></p><p><img src=\"https://static.tigerbbs.com/67f31ec088fc3f74ad0bbabe817c0aa8\" tg-width=\"662\" tg-height=\"351\" referrerpolicy=\"no-referrer\"></p><p>(来源：招股书)</p><p>以零售额计，截至2019年，朝云集团在中国驱蚊杀虫市场连续五年位居第一，于2019年在儿童适用驱蚊杀虫市场也位居市场份额第一，成为绝对龙头。同时，公司在家居清洁及空气护理市场位列第二，在个人护理行业中，花露水市场位列前三，全新推出的洗手液品类也在上市9个月内跃居细分品类领先地位；宠物品牌“倔强的尾巴”品牌上市4个月内，便已成为天猫宠物香水除味类目的第一品牌。</p><p>至2020年，朝云集团前期积累的产品成效得到集中释放，顺利拉动公司整体业绩显著增长。同年前3季度，公司录得营业收入14.61亿元，同比增长16.9%；经调整纯利2.41亿元，同比增长30.7%。家居清洁及个人护理板块收入分别同比增长29.7%及69.2%。</p><p>消费升级背景下，消费者对产品端的要求只会越来越高，消费品品牌的商业嗅觉和自我迭代能力愈发对自身发展起到至关作用。朝云集团前瞻性地开启多品牌多品类战略，并经由市场验证迅速取得成效，侧面展现公司强势的产品力与商品力，充分匹配行业消费升级的发展趋势。</p><p><b>2、全渠道优势突出，迎来“消费扩容”的时代机遇</b></p><p>渠道方面，朝云集团展现出突出的全渠道铺排、运营能力，实现线下线上双渠道增长。</p><p>线上而言，朝云集团自2018年开始布局，仅1年时间从单一渠道拓展到14个自营店铺，合共20多个渠道，并在自此以来的连续两年中实现超过100%增长。线下而言，截至2020年3季度末，朝云集团已拥有超过1200家线下经销商，约62万个销售网点，48名大客户，以及覆盖国内所有省份、所有地级市的11000个零售网点，全面渗透1至5线城市。</p><p>当前，中国低线城市（三线及以下城市及地区）的日化产品需求增速迅猛，朝云集团渠道优势充分显现，提前把握细分市场机遇，通过持续深耕创造更多增量。</p><p>具体举例来看，据灼识咨询，2019年至2024年，家居护理市场的低线市场规模预计将以9.2%的复合年增长率增至395.42亿元。低线市场规模的增速明显快于一线、二线城市，且预计2024年将占到整个市场规模的57%左右。同时看到，同期间内，一线、二线及低线城市中，洗手液品类的市场规模预计分别以13.4%、24.5%及27.0%的复合年增长率增长；宠物护理品类的市场规模预计分别以16.5%、18.4%及20.7%的复合年增长率增长。</p><p><img src=\"https://static.tigerbbs.com/b214bb71e3b59bdc15d19548fecfd246\" tg-width=\"607\" tg-height=\"413\" referrerpolicy=\"no-referrer\"></p><p>(来源：灼识咨询)</p><p>显而易见的是，低线城市是极具挖掘潜力、推动日化行业进一步发展，也是影响日化消费品品牌最终竞争格局的关键市场。</p><p>此外，还了解到，朝云集团在宠物护理领域告捷后，还将在2021年全面进军千亿级宠物蓝海市场。</p><p>综合来看，朝云集团的消费目标群体有望持续扩大，一方面得益于所处细分市场“消费扩容”的时代机遇，一方面得益于其自身不断“开疆拓土”，切入更多、更具想象力的细分市场。叠加上文提到朝云集团兼具强势的产品力与商品力等，有充分的理由预期，朝云集团正在加速打造成为“中国版<a href=\"https://laohu8.com/S/PG\">宝洁</a>”，其发展潜能还将不断释放。</p>","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>朝云集团一手中签率50%，认购30手稳中一手</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朝云集团一手中签率50%，认购30手稳中一手\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-09 10:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月9日，<a href=\"https://laohu8.com/S/06601\">朝云集团</a>发布公告，发售价已厘定为每股发售股份9.20港元，公开发售部分超购172.32倍，一手中签率50%，认购30手稳中一手。老虎资讯整理相关数据如下表：</p><p><img src=\"https://static.tigerbbs.com/4e55589338b5fc265e4c30c36694dd5a\" tg-width=\"772\" tg-height=\"674\" referrerpolicy=\"no-referrer\"></p><p>甲组认购倍数125.23倍，认购30手稳中一手。</p><p>乙组头需申购60万股，所需资金约558万元，稳中28手（14000股）。<img src=\"https://static.tigerbbs.com/5021ad7bb181ed30570d5d8520b2774b\" tg-width=\"870\" tg-height=\"794\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/a297676ae2d367bb5986e8864bcb04bd\" tg-width=\"891\" tg-height=\"730\" referrerpolicy=\"no-referrer\"></p><p><b>前景解析</b></p><p>朝云集团是立白集团控股的家居护理企业，旗下拥有“超威”、“贝贝健”、“威王”、“润之素”、“西兰”、“家居”、“DUX德是”、“ 倔强的尾巴” 七个知名品牌，主要产品涵盖杀虫驱蚊、居家清洁、空气护理、智能家居工具、宠物护理等多个领域。其中，公司的驱蚊产品销量领先。</p><p>一般情况下，“报价博弈”往往是投资者基于所掌握的信息，对企业估值形成合理的预期和判断的过程，上限定价代表公司IPO受到市场广泛追捧，意味着其新股发行价格更充分地贴近和回归自身价值。大幅超额认购同理，主要反映投资者对公司价值的认可程度。也无一例外地向外表明，市场对朝云集团的发展前景持乐观态度。</p><p>首先，宏观角度来看，从早前提出的“双循环”战略，到近期政治局会议明确的“需求侧改革”（即消费升级+消费扩容），扩内需促消费逐步成为一个中长期的发展方向。且中国拥有超14亿人口，内部消费市场兼具深度及宽度，共同为消费行业的发展奠基优质基础，因此本土消费品品牌崛起会是必然之势。</p><p>具体到日化行业，日用消费品天然具有刚需、高频等特点，市场空间足够广阔，而行业集中度、低线城市渗透率均有待提升，无疑存在孵化本土日化龙头的良好条件。叠加“扩内需促消费”带来的加速发展契机，已具备产品与渠道优势的头部企业势必率先受益，打开长远、巨大的发展空间，可谓崛起正当时。</p><p>遵循这一逻辑，朝云集团“高增速+高上限+高确定性”的未来发展预期，也逐渐明朗。</p><p><b>1、多品牌多品类战略布局，已拉动业绩出现显著增长</b></p><p>招股书显示，朝云集团是中国领先的一站式多品类家居护理、个人护理及宠护护理平台，旗下拥有威王、超威、贝贝健、西兰、润之素、倔强的尾巴及德是七大品牌，并在各细分领域中占据领先地位。</p><p></p><p><img src=\"https://static.tigerbbs.com/67f31ec088fc3f74ad0bbabe817c0aa8\" tg-width=\"662\" tg-height=\"351\" referrerpolicy=\"no-referrer\"></p><p>(来源：招股书)</p><p>以零售额计，截至2019年，朝云集团在中国驱蚊杀虫市场连续五年位居第一，于2019年在儿童适用驱蚊杀虫市场也位居市场份额第一，成为绝对龙头。同时，公司在家居清洁及空气护理市场位列第二，在个人护理行业中，花露水市场位列前三，全新推出的洗手液品类也在上市9个月内跃居细分品类领先地位；宠物品牌“倔强的尾巴”品牌上市4个月内，便已成为天猫宠物香水除味类目的第一品牌。</p><p>至2020年，朝云集团前期积累的产品成效得到集中释放，顺利拉动公司整体业绩显著增长。同年前3季度，公司录得营业收入14.61亿元，同比增长16.9%；经调整纯利2.41亿元，同比增长30.7%。家居清洁及个人护理板块收入分别同比增长29.7%及69.2%。</p><p>消费升级背景下，消费者对产品端的要求只会越来越高，消费品品牌的商业嗅觉和自我迭代能力愈发对自身发展起到至关作用。朝云集团前瞻性地开启多品牌多品类战略，并经由市场验证迅速取得成效，侧面展现公司强势的产品力与商品力，充分匹配行业消费升级的发展趋势。</p><p><b>2、全渠道优势突出，迎来“消费扩容”的时代机遇</b></p><p>渠道方面，朝云集团展现出突出的全渠道铺排、运营能力，实现线下线上双渠道增长。</p><p>线上而言，朝云集团自2018年开始布局，仅1年时间从单一渠道拓展到14个自营店铺，合共20多个渠道，并在自此以来的连续两年中实现超过100%增长。线下而言，截至2020年3季度末，朝云集团已拥有超过1200家线下经销商，约62万个销售网点，48名大客户，以及覆盖国内所有省份、所有地级市的11000个零售网点，全面渗透1至5线城市。</p><p>当前，中国低线城市（三线及以下城市及地区）的日化产品需求增速迅猛，朝云集团渠道优势充分显现，提前把握细分市场机遇，通过持续深耕创造更多增量。</p><p>具体举例来看，据灼识咨询，2019年至2024年，家居护理市场的低线市场规模预计将以9.2%的复合年增长率增至395.42亿元。低线市场规模的增速明显快于一线、二线城市，且预计2024年将占到整个市场规模的57%左右。同时看到，同期间内，一线、二线及低线城市中，洗手液品类的市场规模预计分别以13.4%、24.5%及27.0%的复合年增长率增长；宠物护理品类的市场规模预计分别以16.5%、18.4%及20.7%的复合年增长率增长。</p><p><img src=\"https://static.tigerbbs.com/b214bb71e3b59bdc15d19548fecfd246\" tg-width=\"607\" tg-height=\"413\" referrerpolicy=\"no-referrer\"></p><p>(来源：灼识咨询)</p><p>显而易见的是，低线城市是极具挖掘潜力、推动日化行业进一步发展，也是影响日化消费品品牌最终竞争格局的关键市场。</p><p>此外，还了解到，朝云集团在宠物护理领域告捷后，还将在2021年全面进军千亿级宠物蓝海市场。</p><p>综合来看，朝云集团的消费目标群体有望持续扩大，一方面得益于所处细分市场“消费扩容”的时代机遇，一方面得益于其自身不断“开疆拓土”，切入更多、更具想象力的细分市场。叠加上文提到朝云集团兼具强势的产品力与商品力等，有充分的理由预期，朝云集团正在加速打造成为“中国版<a href=\"https://laohu8.com/S/PG\">宝洁</a>”，其发展潜能还将不断释放。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8fc3716db3df12d73bd3c695a8b0dd52","relate_stocks":{"06601":"朝云集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191877089","content_text":"3月9日，朝云集团发布公告，发售价已厘定为每股发售股份9.20港元，公开发售部分超购172.32倍，一手中签率50%，认购30手稳中一手。老虎资讯整理相关数据如下表：甲组认购倍数125.23倍，认购30手稳中一手。乙组头需申购60万股，所需资金约558万元，稳中28手（14000股）。前景解析朝云集团是立白集团控股的家居护理企业，旗下拥有“超威”、“贝贝健”、“威王”、“润之素”、“西兰”、“家居”、“DUX德是”、“ 倔强的尾巴” 七个知名品牌，主要产品涵盖杀虫驱蚊、居家清洁、空气护理、智能家居工具、宠物护理等多个领域。其中，公司的驱蚊产品销量领先。一般情况下，“报价博弈”往往是投资者基于所掌握的信息，对企业估值形成合理的预期和判断的过程，上限定价代表公司IPO受到市场广泛追捧，意味着其新股发行价格更充分地贴近和回归自身价值。大幅超额认购同理，主要反映投资者对公司价值的认可程度。也无一例外地向外表明，市场对朝云集团的发展前景持乐观态度。首先，宏观角度来看，从早前提出的“双循环”战略，到近期政治局会议明确的“需求侧改革”（即消费升级+消费扩容），扩内需促消费逐步成为一个中长期的发展方向。且中国拥有超14亿人口，内部消费市场兼具深度及宽度，共同为消费行业的发展奠基优质基础，因此本土消费品品牌崛起会是必然之势。具体到日化行业，日用消费品天然具有刚需、高频等特点，市场空间足够广阔，而行业集中度、低线城市渗透率均有待提升，无疑存在孵化本土日化龙头的良好条件。叠加“扩内需促消费”带来的加速发展契机，已具备产品与渠道优势的头部企业势必率先受益，打开长远、巨大的发展空间，可谓崛起正当时。遵循这一逻辑，朝云集团“高增速+高上限+高确定性”的未来发展预期，也逐渐明朗。1、多品牌多品类战略布局，已拉动业绩出现显著增长招股书显示，朝云集团是中国领先的一站式多品类家居护理、个人护理及宠护护理平台，旗下拥有威王、超威、贝贝健、西兰、润之素、倔强的尾巴及德是七大品牌，并在各细分领域中占据领先地位。(来源：招股书)以零售额计，截至2019年，朝云集团在中国驱蚊杀虫市场连续五年位居第一，于2019年在儿童适用驱蚊杀虫市场也位居市场份额第一，成为绝对龙头。同时，公司在家居清洁及空气护理市场位列第二，在个人护理行业中，花露水市场位列前三，全新推出的洗手液品类也在上市9个月内跃居细分品类领先地位；宠物品牌“倔强的尾巴”品牌上市4个月内，便已成为天猫宠物香水除味类目的第一品牌。至2020年，朝云集团前期积累的产品成效得到集中释放，顺利拉动公司整体业绩显著增长。同年前3季度，公司录得营业收入14.61亿元，同比增长16.9%；经调整纯利2.41亿元，同比增长30.7%。家居清洁及个人护理板块收入分别同比增长29.7%及69.2%。消费升级背景下，消费者对产品端的要求只会越来越高，消费品品牌的商业嗅觉和自我迭代能力愈发对自身发展起到至关作用。朝云集团前瞻性地开启多品牌多品类战略，并经由市场验证迅速取得成效，侧面展现公司强势的产品力与商品力，充分匹配行业消费升级的发展趋势。2、全渠道优势突出，迎来“消费扩容”的时代机遇渠道方面，朝云集团展现出突出的全渠道铺排、运营能力，实现线下线上双渠道增长。线上而言，朝云集团自2018年开始布局，仅1年时间从单一渠道拓展到14个自营店铺，合共20多个渠道，并在自此以来的连续两年中实现超过100%增长。线下而言，截至2020年3季度末，朝云集团已拥有超过1200家线下经销商，约62万个销售网点，48名大客户，以及覆盖国内所有省份、所有地级市的11000个零售网点，全面渗透1至5线城市。当前，中国低线城市（三线及以下城市及地区）的日化产品需求增速迅猛，朝云集团渠道优势充分显现，提前把握细分市场机遇，通过持续深耕创造更多增量。具体举例来看，据灼识咨询，2019年至2024年，家居护理市场的低线市场规模预计将以9.2%的复合年增长率增至395.42亿元。低线市场规模的增速明显快于一线、二线城市，且预计2024年将占到整个市场规模的57%左右。同时看到，同期间内，一线、二线及低线城市中，洗手液品类的市场规模预计分别以13.4%、24.5%及27.0%的复合年增长率增长；宠物护理品类的市场规模预计分别以16.5%、18.4%及20.7%的复合年增长率增长。(来源：灼识咨询)显而易见的是，低线城市是极具挖掘潜力、推动日化行业进一步发展，也是影响日化消费品品牌最终竞争格局的关键市场。此外，还了解到，朝云集团在宠物护理领域告捷后，还将在2021年全面进军千亿级宠物蓝海市场。综合来看，朝云集团的消费目标群体有望持续扩大，一方面得益于所处细分市场“消费扩容”的时代机遇，一方面得益于其自身不断“开疆拓土”，切入更多、更具想象力的细分市场。叠加上文提到朝云集团兼具强势的产品力与商品力等，有充分的理由预期，朝云集团正在加速打造成为“中国版宝洁”，其发展潜能还将不断释放。","news_type":1},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323640015,"gmtCreate":1615340111837,"gmtModify":1615340111837,"author":{"id":"3479422805443391","authorId":"3479422805443391","name":"Lxy611","avatar":"https://static.tigerbbs.com/4e81f43c48487e260c1f7680d3719cf0","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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