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sheenayam
sheenayam
·
2022-01-21
加油恒瑞
那些投资恒瑞医药的人,到底在坚持什么?
我想,投资恒瑞医药的人应该都是这么认为的,只是可能没有投资在好的价格上。2022年1月13日,随着恒瑞医药在投资互动平台中回复2021年前三季度企业业绩增速放缓原因,恒瑞医药便又迎来了接连几日的下跌,昨日甚至进入到了沪股通成交榜,被净卖出了7252.92万元。(注明:药品红字部分指恒瑞医药已上市的7款创新药,恒瑞医药目前共有10款创新药。
那些投资恒瑞医药的人,到底在坚持什么?
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sheenayam
sheenayam
·
2022-01-17
Interesting
非常抱歉,此主贴已删除
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sheenayam
sheenayam
·
2022-01-16
Hengrui, steady, hope that more good news will come your way!!
恒瑞医药(600276.SH)子公司SHR-1314注射液获药物临床试验批准
恒瑞医药(600276.SH)发布公告,近日,公司子公司苏州盛迪亚生物医药有限公司...
恒瑞医药(600276.SH)子公司SHR-1314注射液获药物临床试验批准
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sheenayam
sheenayam
·
2022-01-16
Congrats for the good news!
恒瑞医药(600276.SH):恒曲获批开展治疗恶性肿瘤化疗所致血小板减少症Ⅲ期临床试验
智通财经APP讯,恒瑞医药(600276.SH)公告,近日,公司收到美国食品药品监督管理局(“美国FDA”)关于同意海曲泊帕乙醇胺片进行临床试验的函,将于近期开展Ⅲ期临床试验。试验通俗题目:海曲泊帕治疗恶性肿瘤化疗所致血小板减少症的Ⅲ期临床研究试验。据悉,海曲泊帕乙醇胺片(商品名:恒曲)于2021年6月获得国家药品监督管理局批准用于既往对糖皮质激素、免疫球蛋白等治疗反应不佳的慢性原发免疫性血小板减少症(ITP)成人患者的治疗,以及用于对免疫抑制治疗疗效不佳的重型再生障碍性贫血成人患者的治疗。
恒瑞医药(600276.SH):恒曲获批开展治疗恶性肿瘤化疗所致血小板减少症Ⅲ期临床试验
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sheenayam
sheenayam
·
2022-01-16
Interesting...
【北向资金大单买入报告】恒瑞医药获净卖出7.77亿元
1月13日,北向资金全天大幅净卖出5.86亿元。
【北向资金大单买入报告】恒瑞医药获净卖出7.77亿元
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sheenayam
sheenayam
·
2022-01-16
Wow...
北水连续第8日加仓美团,今日再大幅买入超8亿港元;南水抛售恒瑞医药
南向资金今日净买入13.39亿港元,连续7日净买入。融创中国、美团-W、快手-W分别获净买入8.62亿港元、8.21亿港元、3.4亿港元。香港交易所净卖出额居首,金额为5.79亿港元。南下资金已连续8日净买入美团,累计买入约41.655亿港元。北向资金今日小幅净卖出5.85亿元,恒瑞医药、爱尔眼科、中国巨石分别遭净卖出7.77亿元、5.65亿元、5亿元。净买入方面,国电南瑞、药明康德、恩捷股份净买入额位列前三,分别获净买入5.83亿元、3.81亿元、3.73亿元。编辑/irisz
北水连续第8日加仓美团,今日再大幅买入超8亿港元;南水抛售恒瑞医药
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sheenayam
sheenayam
·
2022-01-16
Good news!!!
恒瑞医药(600276.SH)SHR8008胶囊的药品上市许可申请获药监局受理
智通财经APP讯,恒瑞医药(600276.SH)发布公告,公司收到国家药品监督管理局(以下简称“药监局”)下发的《受理通知书》,公司提交的SHR8008胶囊的药品上市许可申请获药监局受理。SHR8008是一种新型口服唑类抗真菌药物,可高度特异性抑制真菌CYP51酶,在国外已经完成1项针对急性外阴阴道假丝酵母菌病的临床Ⅱ期研究、1项针对复发性外阴阴道假丝酵母菌病的临床Ⅱ期研究和3项针对复发性外阴阴道假丝酵母菌病的临床Ⅲ期研究。
恒瑞医药(600276.SH)SHR8008胶囊的药品上市许可申请获药监局受理
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sheenayam
sheenayam
·
2021-11-29
Like
November jobs report: What to know this week<blockquote>11 月就业报告:本周需要了解什么</blockquote>
As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor
November jobs report: What to know this week<blockquote>11 月就业报告:本周需要了解什么</blockquote>
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sheenayam
sheenayam
·
2021-11-15
Interesting... Will included in my watchlist
非常抱歉,此主贴已删除
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sheenayam
sheenayam
·
2021-11-12
Good job
非常抱歉,此主贴已删除
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href=\"https://laohu8.com/S/600276\">恒瑞医药</a></span></strong>,它是属于巴菲特认为的哪一类呢,而显然,在我看来,<strong><span>它一定是属于有高竞争壁垒的前者。</span></strong>我想,投资恒瑞医药的人应该都是这么认为的,只是可能没有投资在好的价格上。</p><p>话不多说,好久没跟踪恒瑞医药了,我们来看看它现在怎么样了。</p><p><strong><span>一、业绩增速放缓仍然刺激着股价短期走势</span></strong></p><p>根据业绩预增披露原则,近期已有不少企业陆陆续续披露了业绩预增报告,但对于恒瑞医药来说,今年的业绩预增报告肯定是没戏了(净利润同比增长50%或下降50%以上)。</p><p><strong><span>2022年1月13日,随着恒瑞医药在投资互动平台中回复2021年前三季度企业业绩增速放缓原因,恒瑞医药便又迎来了接连几日的下跌,</span></strong>昨日甚至进入到了沪股通成交榜,被净卖出了7252.92万元。许久不见,大家还是那么情绪化。</p><div><img img_height=\"397\" img_width=\"640\" inline=\"0\" src=\"https://static.tigerbbs.com/972a9c440ebf4d03b7e03db42565ed92\"/></div><p><strong><span>但显然,这些都不能证明恒瑞医药短期的基本面又发生了大的变动,</span></strong>只能说股价因为资金流入上涨、流出下跌是很正常的事情。</p><p>而且早在2021年,恒瑞医药二季度、三季度业绩便呈现出明显下滑趋势,但它的前十大流通股股东,除了香港中央结算有限公司减持了6.9%之外,其他机构均处于不变甚至增持趋势。</p><p><strong><span>对于恒瑞医药来说,近两年医保谈判以及仿制药集采都因药品单价的大幅下跌而给企业业绩带来不小压力。</span></strong>大产品PD-1于2020年年末加入医保降幅近85%,紧接着在2021年年末又有四款药,其中包括三款创新药,首次纳入了国家医保目录;</p><p><strong><span>除此之外,恒瑞医药一共参与了四次仿制药全国集采,</span></strong>第二次~第五次集采一次都没落下,而且按集采相关规定来看,药品集采对业绩影响一般会在半年后兑现,相关药品收入免不了下降50%。</p><p>所以衡量来看,在2021年恒瑞医药业绩没有明显起色的背景下,考虑2021的集采和谈判,我们似乎认为恒瑞医药2022业绩增长仍有着不小压力。</p><p><strong><span>但如果仅仅是这么考虑,我们可能和那些情绪化的投资者没什么区别,而且有点想当然。</span></strong></p><div><img img_height=\"446\" img_width=\"640\" inline=\"0\" src=\"https://static.tigerbbs.com/cb885e7eaa274609b4bf510bba5f8c45\"/></div><p><em>(注明:药品红字部分指恒瑞医药已上市的7款创新药,恒瑞医药目前共有10款创新药。)</em></p><p><strong><span>二、恒瑞医药2022年业绩增长有何支撑?</span></strong></p><p><strong><span>因为细细追究来看,我们会发现,事情并没有那么悲观,</span></strong>对于恒瑞医药来说,这是一个不断进化的过程,且净利率端还有当前较大的研发压力,恒瑞医药厚积薄发还是有希望的。</p><p><strong><span>1、仿制药集采虽会扩容,但“新药”上市速度在加快</span></strong></p><p>虽然2021年上半年第三次集采的六款仿制药收入下降了57%,但整体来看,恒瑞医药的收入仍然是在增长的,<strong><span>这一方面和我们一直说道的创新药上市密切相关,另一方面是因为“新的”仿制药也在不断上市。</span></strong></p><p>即2021年上半年恒瑞医药共有<strong><span>14款</span></strong>药品获得药(产)品注册批件,其中有近三分之二都是仿制药;相对应的2020年全年,恒瑞医药取得创新药制剂生产批件为<strong><span>6个</span></strong>、仿制药制剂生产批件也仅有<strong><span>5个</span></strong>,<strong><span>创新药和仿制药上市速度都在加快。</span></strong></p><p>同时,由2022年新一年的集采计划目标,按品种数量来看,2022年将实施的两次集采的规模或不会小于前五次。</p><p><strong><span>所以对于恒瑞医药来说,虽然已知集采会不断深化,但恒瑞医药有能力维持着仿制药的收入规模不会出现突然大幅度的下滑。实现业绩平滑是恒瑞医药尽快转型的一个重要方式。</span></strong></p><div><img img_height=\"266\" img_width=\"640\" inline=\"0\" src=\"https://static.tigerbbs.com/b60b164dcbec4dc0a1605db34816886c\"/></div><p><strong><span>2、创新药拐点可能要早于业绩拐点</span></strong></p><p>恒瑞医药目前的创新药销售情况就好比狗熊掰棒子,刚上市一个产品可能不到半年就加入医保谈判降价了,<strong><span>但追究下去的话我们会发现要不是前前后后这些创新药撑着局面,恒瑞医药怎么可能维持着业绩的稳定。</span></strong></p><p>2021年上半年恒瑞医药创新药收入占比为39.15%,收入规模同比增长了43.8%,而这半年创新药新上市产品有1种,2020年新加入医保的为1种,一共有8款创新药;</p><p>2021年下半年,恒瑞医药又新上市了两款创新药,同时在医保内的创新药数量增加了3种(均为谈判),一共有10款创新药,因此从“结构”和规模上看都没有太大问题。</p><p><strong><span>值得一提的是,恒瑞医药新上市的两款创新药,达尔西利、恒格列净分别是首个国产CDK4/6抑制剂、首个国产SGLT-2抑制剂,二者研发投入累计超过了6.37亿元,相当于PD-1 40%的研发规模,不容小觑。</span></strong></p><p>因此,对于恒瑞医药来说,当前研发进程仍在持续加快,作为净利润端的一大影响因素,研发费用率的提升甚至比销售费用率的提升以及毛利率的下降幅度还要大,<strong><span>但没有前者的投入,又怎么能带来销售费用率和毛利率的正向改善,这是一个一比二的关系。</span></strong></p><p><strong><span>三、总结一下</span></strong></p><p><strong><span>总的来看,我们对于恒瑞医药的看法始终没有改变,</span></strong>虽然前期因为企业参与集采以及医保降价,基本面发生了一些变化,但股价下挫最主要的原因还在于前期预期太高了,如果之前股价没有透支未来好几年的情况或许股价下跌幅度会小点。</p><p>展望未来,恒瑞医药见到希望的曙光可能不需要太久,既然2021年不行,那我们就等2022年,如果再出现价格更低的情况反而也是好的,但在抄底之前,我们要做好充分的准备!(比如说现金流折现算一下乐观或悲观情况下,恒瑞医药的价值。)</p></body></html>","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>那些投资恒瑞医药的人,到底在坚持什么?</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那些投资恒瑞医药的人,到底在坚持什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1061096740\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/25c953854500faba5b1551a754dd76c9);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">小北读财报 </p>\n<p class=\"h-time\">2022-01-18 16:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong><span>巴菲特曾经说过对于质优股永远不卖,</span></strong>他曾说,如果你给我1000亿美元用以交换<a href=\"https://laohu8.com/S/KO\">可口可乐</a>这种饮料在世界上的领先权,我会把钱还给你,并对你说‘这可不成’。<strong><span>但巴菲特也会说,</span></strong>当人们忘记“二加二等于四”这种最基本的常识时,就该是脱手离场的时候了,<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>的保险子公司也曾通过套利获得了异常巨大的利润。</p><p><strong><span>如果将巴菲特的投资原则提炼一下的话,那就是对于有高的竞争壁垒(或者说特许经营权)的企业不会卖出,但也会买卖市场上的价格与价值出现偏离的股票。</span></strong></p><p>那这时候我就想到了<strong><span><a href=\"https://laohu8.com/S/600276\">恒瑞医药</a></span></strong>,它是属于巴菲特认为的哪一类呢,而显然,在我看来,<strong><span>它一定是属于有高竞争壁垒的前者。</span></strong>我想,投资恒瑞医药的人应该都是这么认为的,只是可能没有投资在好的价格上。</p><p>话不多说,好久没跟踪恒瑞医药了,我们来看看它现在怎么样了。</p><p><strong><span>一、业绩增速放缓仍然刺激着股价短期走势</span></strong></p><p>根据业绩预增披露原则,近期已有不少企业陆陆续续披露了业绩预增报告,但对于恒瑞医药来说,今年的业绩预增报告肯定是没戏了(净利润同比增长50%或下降50%以上)。</p><p><strong><span>2022年1月13日,随着恒瑞医药在投资互动平台中回复2021年前三季度企业业绩增速放缓原因,恒瑞医药便又迎来了接连几日的下跌,</span></strong>昨日甚至进入到了沪股通成交榜,被净卖出了7252.92万元。许久不见,大家还是那么情绪化。</p><div><img img_height=\"397\" img_width=\"640\" inline=\"0\" src=\"https://static.tigerbbs.com/972a9c440ebf4d03b7e03db42565ed92\"/></div><p><strong><span>但显然,这些都不能证明恒瑞医药短期的基本面又发生了大的变动,</span></strong>只能说股价因为资金流入上涨、流出下跌是很正常的事情。</p><p>而且早在2021年,恒瑞医药二季度、三季度业绩便呈现出明显下滑趋势,但它的前十大流通股股东,除了香港中央结算有限公司减持了6.9%之外,其他机构均处于不变甚至增持趋势。</p><p><strong><span>对于恒瑞医药来说,近两年医保谈判以及仿制药集采都因药品单价的大幅下跌而给企业业绩带来不小压力。</span></strong>大产品PD-1于2020年年末加入医保降幅近85%,紧接着在2021年年末又有四款药,其中包括三款创新药,首次纳入了国家医保目录;</p><p><strong><span>除此之外,恒瑞医药一共参与了四次仿制药全国集采,</span></strong>第二次~第五次集采一次都没落下,而且按集采相关规定来看,药品集采对业绩影响一般会在半年后兑现,相关药品收入免不了下降50%。</p><p>所以衡量来看,在2021年恒瑞医药业绩没有明显起色的背景下,考虑2021的集采和谈判,我们似乎认为恒瑞医药2022业绩增长仍有着不小压力。</p><p><strong><span>但如果仅仅是这么考虑,我们可能和那些情绪化的投资者没什么区别,而且有点想当然。</span></strong></p><div><img img_height=\"446\" img_width=\"640\" inline=\"0\" src=\"https://static.tigerbbs.com/cb885e7eaa274609b4bf510bba5f8c45\"/></div><p><em>(注明:药品红字部分指恒瑞医药已上市的7款创新药,恒瑞医药目前共有10款创新药。)</em></p><p><strong><span>二、恒瑞医药2022年业绩增长有何支撑?</span></strong></p><p><strong><span>因为细细追究来看,我们会发现,事情并没有那么悲观,</span></strong>对于恒瑞医药来说,这是一个不断进化的过程,且净利率端还有当前较大的研发压力,恒瑞医药厚积薄发还是有希望的。</p><p><strong><span>1、仿制药集采虽会扩容,但“新药”上市速度在加快</span></strong></p><p>虽然2021年上半年第三次集采的六款仿制药收入下降了57%,但整体来看,恒瑞医药的收入仍然是在增长的,<strong><span>这一方面和我们一直说道的创新药上市密切相关,另一方面是因为“新的”仿制药也在不断上市。</span></strong></p><p>即2021年上半年恒瑞医药共有<strong><span>14款</span></strong>药品获得药(产)品注册批件,其中有近三分之二都是仿制药;相对应的2020年全年,恒瑞医药取得创新药制剂生产批件为<strong><span>6个</span></strong>、仿制药制剂生产批件也仅有<strong><span>5个</span></strong>,<strong><span>创新药和仿制药上市速度都在加快。</span></strong></p><p>同时,由2022年新一年的集采计划目标,按品种数量来看,2022年将实施的两次集采的规模或不会小于前五次。</p><p><strong><span>所以对于恒瑞医药来说,虽然已知集采会不断深化,但恒瑞医药有能力维持着仿制药的收入规模不会出现突然大幅度的下滑。实现业绩平滑是恒瑞医药尽快转型的一个重要方式。</span></strong></p><div><img img_height=\"266\" img_width=\"640\" inline=\"0\" src=\"https://static.tigerbbs.com/b60b164dcbec4dc0a1605db34816886c\"/></div><p><strong><span>2、创新药拐点可能要早于业绩拐点</span></strong></p><p>恒瑞医药目前的创新药销售情况就好比狗熊掰棒子,刚上市一个产品可能不到半年就加入医保谈判降价了,<strong><span>但追究下去的话我们会发现要不是前前后后这些创新药撑着局面,恒瑞医药怎么可能维持着业绩的稳定。</span></strong></p><p>2021年上半年恒瑞医药创新药收入占比为39.15%,收入规模同比增长了43.8%,而这半年创新药新上市产品有1种,2020年新加入医保的为1种,一共有8款创新药;</p><p>2021年下半年,恒瑞医药又新上市了两款创新药,同时在医保内的创新药数量增加了3种(均为谈判),一共有10款创新药,因此从“结构”和规模上看都没有太大问题。</p><p><strong><span>值得一提的是,恒瑞医药新上市的两款创新药,达尔西利、恒格列净分别是首个国产CDK4/6抑制剂、首个国产SGLT-2抑制剂,二者研发投入累计超过了6.37亿元,相当于PD-1 40%的研发规模,不容小觑。</span></strong></p><p>因此,对于恒瑞医药来说,当前研发进程仍在持续加快,作为净利润端的一大影响因素,研发费用率的提升甚至比销售费用率的提升以及毛利率的下降幅度还要大,<strong><span>但没有前者的投入,又怎么能带来销售费用率和毛利率的正向改善,这是一个一比二的关系。</span></strong></p><p><strong><span>三、总结一下</span></strong></p><p><strong><span>总的来看,我们对于恒瑞医药的看法始终没有改变,</span></strong>虽然前期因为企业参与集采以及医保降价,基本面发生了一些变化,但股价下挫最主要的原因还在于前期预期太高了,如果之前股价没有透支未来好几年的情况或许股价下跌幅度会小点。</p><p>展望未来,恒瑞医药见到希望的曙光可能不需要太久,既然2021年不行,那我们就等2022年,如果再出现价格更低的情况反而也是好的,但在抄底之前,我们要做好充分的准备!(比如说现金流折现算一下乐观或悲观情况下,恒瑞医药的价值。)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/769dc8865e0dc507ddea5079c2429001","relate_stocks":{"600276":"恒瑞医药"},"source_url":"https://m.toutiao.com/i7054466291519717921/info/?i=7054466291519717921","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204086873","content_text":"巴菲特曾经说过对于质优股永远不卖,他曾说,如果你给我1000亿美元用以交换可口可乐这种饮料在世界上的领先权,我会把钱还给你,并对你说‘这可不成’。但巴菲特也会说,当人们忘记“二加二等于四”这种最基本的常识时,就该是脱手离场的时候了,伯克希尔的保险子公司也曾通过套利获得了异常巨大的利润。如果将巴菲特的投资原则提炼一下的话,那就是对于有高的竞争壁垒(或者说特许经营权)的企业不会卖出,但也会买卖市场上的价格与价值出现偏离的股票。那这时候我就想到了恒瑞医药,它是属于巴菲特认为的哪一类呢,而显然,在我看来,它一定是属于有高竞争壁垒的前者。我想,投资恒瑞医药的人应该都是这么认为的,只是可能没有投资在好的价格上。话不多说,好久没跟踪恒瑞医药了,我们来看看它现在怎么样了。一、业绩增速放缓仍然刺激着股价短期走势根据业绩预增披露原则,近期已有不少企业陆陆续续披露了业绩预增报告,但对于恒瑞医药来说,今年的业绩预增报告肯定是没戏了(净利润同比增长50%或下降50%以上)。2022年1月13日,随着恒瑞医药在投资互动平台中回复2021年前三季度企业业绩增速放缓原因,恒瑞医药便又迎来了接连几日的下跌,昨日甚至进入到了沪股通成交榜,被净卖出了7252.92万元。许久不见,大家还是那么情绪化。但显然,这些都不能证明恒瑞医药短期的基本面又发生了大的变动,只能说股价因为资金流入上涨、流出下跌是很正常的事情。而且早在2021年,恒瑞医药二季度、三季度业绩便呈现出明显下滑趋势,但它的前十大流通股股东,除了香港中央结算有限公司减持了6.9%之外,其他机构均处于不变甚至增持趋势。对于恒瑞医药来说,近两年医保谈判以及仿制药集采都因药品单价的大幅下跌而给企业业绩带来不小压力。大产品PD-1于2020年年末加入医保降幅近85%,紧接着在2021年年末又有四款药,其中包括三款创新药,首次纳入了国家医保目录;除此之外,恒瑞医药一共参与了四次仿制药全国集采,第二次~第五次集采一次都没落下,而且按集采相关规定来看,药品集采对业绩影响一般会在半年后兑现,相关药品收入免不了下降50%。所以衡量来看,在2021年恒瑞医药业绩没有明显起色的背景下,考虑2021的集采和谈判,我们似乎认为恒瑞医药2022业绩增长仍有着不小压力。但如果仅仅是这么考虑,我们可能和那些情绪化的投资者没什么区别,而且有点想当然。(注明:药品红字部分指恒瑞医药已上市的7款创新药,恒瑞医药目前共有10款创新药。)二、恒瑞医药2022年业绩增长有何支撑?因为细细追究来看,我们会发现,事情并没有那么悲观,对于恒瑞医药来说,这是一个不断进化的过程,且净利率端还有当前较大的研发压力,恒瑞医药厚积薄发还是有希望的。1、仿制药集采虽会扩容,但“新药”上市速度在加快虽然2021年上半年第三次集采的六款仿制药收入下降了57%,但整体来看,恒瑞医药的收入仍然是在增长的,这一方面和我们一直说道的创新药上市密切相关,另一方面是因为“新的”仿制药也在不断上市。即2021年上半年恒瑞医药共有14款药品获得药(产)品注册批件,其中有近三分之二都是仿制药;相对应的2020年全年,恒瑞医药取得创新药制剂生产批件为6个、仿制药制剂生产批件也仅有5个,创新药和仿制药上市速度都在加快。同时,由2022年新一年的集采计划目标,按品种数量来看,2022年将实施的两次集采的规模或不会小于前五次。所以对于恒瑞医药来说,虽然已知集采会不断深化,但恒瑞医药有能力维持着仿制药的收入规模不会出现突然大幅度的下滑。实现业绩平滑是恒瑞医药尽快转型的一个重要方式。2、创新药拐点可能要早于业绩拐点恒瑞医药目前的创新药销售情况就好比狗熊掰棒子,刚上市一个产品可能不到半年就加入医保谈判降价了,但追究下去的话我们会发现要不是前前后后这些创新药撑着局面,恒瑞医药怎么可能维持着业绩的稳定。2021年上半年恒瑞医药创新药收入占比为39.15%,收入规模同比增长了43.8%,而这半年创新药新上市产品有1种,2020年新加入医保的为1种,一共有8款创新药;2021年下半年,恒瑞医药又新上市了两款创新药,同时在医保内的创新药数量增加了3种(均为谈判),一共有10款创新药,因此从“结构”和规模上看都没有太大问题。值得一提的是,恒瑞医药新上市的两款创新药,达尔西利、恒格列净分别是首个国产CDK4/6抑制剂、首个国产SGLT-2抑制剂,二者研发投入累计超过了6.37亿元,相当于PD-1 40%的研发规模,不容小觑。因此,对于恒瑞医药来说,当前研发进程仍在持续加快,作为净利润端的一大影响因素,研发费用率的提升甚至比销售费用率的提升以及毛利率的下降幅度还要大,但没有前者的投入,又怎么能带来销售费用率和毛利率的正向改善,这是一个一比二的关系。三、总结一下总的来看,我们对于恒瑞医药的看法始终没有改变,虽然前期因为企业参与集采以及医保降价,基本面发生了一些变化,但股价下挫最主要的原因还在于前期预期太高了,如果之前股价没有透支未来好几年的情况或许股价下跌幅度会小点。展望未来,恒瑞医药见到希望的曙光可能不需要太久,既然2021年不行,那我们就等2022年,如果再出现价格更低的情况反而也是好的,但在抄底之前,我们要做好充分的准备!(比如说现金流折现算一下乐观或悲观情况下,恒瑞医药的价值。)","news_type":1,"symbols_score_info":{"600276":1}},"isVote":1,"tweetType":1,"viewCount":3459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697110595,"gmtCreate":1642348891810,"gmtModify":1642348892072,"author":{"id":"3579743164156658","authorId":"3579743164156658","name":"sheenayam","avatar":"https://static.tigerbbs.com/fe1b57a8371314fd64ce0840001df6b2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579743164156658","authorIdStr":"3579743164156658"},"themes":[],"title":"","htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697110595","repostId":"2203742646","repostType":4,"isVote":1,"tweetType":1,"viewCount":3669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697134510,"gmtCreate":1642348361145,"gmtModify":1642348361455,"author":{"id":"3579743164156658","authorId":"3579743164156658","name":"sheenayam","avatar":"https://static.tigerbbs.com/fe1b57a8371314fd64ce0840001df6b2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579743164156658","authorIdStr":"3579743164156658"},"themes":[],"title":"","htmlText":"Hengrui, steady, hope that more good news will come your way!!","listText":"Hengrui, steady, hope that more good news will come your way!!","text":"Hengrui, steady, hope that more good news will come your way!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697134510","repostId":"2193124115","repostType":2,"repost":{"id":"2193124115","kind":"highlight","pubTimestamp":1640332370,"share":"https://www.laohunote.com/m/news/2193124115?lang=zh_CN&edition=full","pubTime":"2021-12-24 15:52","market":"sh","language":"zh","title":"恒瑞医药(600276.SH)子公司SHR-1314注射液获药物临床试验批准","url":"https://stock-news.laohu8.com/highlight/detail?id=2193124115","media":"智通财经网","summary":"恒瑞医药(600276.SH)发布公告,近日,公司子公司苏州盛迪亚生物医药有限公司...","content":"<html><body><div> <p>智通财经APP讯,<a href=\"https://laohu8.com/S/600276\">恒瑞医药</a>(600276.SH)发布公告,近日,公司子公司苏州盛迪亚生物医药有限公司收到国家药品监督管理局(简称“国家药监局”)核准签发关于SHR-1314注射液的《药物临床试验批准通知书》,将于近期开展临床试验。</p><p>据悉,SHR-1314注射液是公司自主研发的一种靶向人IL-17A的重组人源化单克隆抗体,拟用于治疗与IL-17通路相关的自身免疫疾病。</p> </div></body></html>","source":"highlight_zhitongcaijin","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>恒瑞医药(600276.SH)子公司SHR-1314注射液获药物临床试验批准</title>\n<style 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}\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恒瑞医药(600276.SH)子公司SHR-1314注射液获药物临床试验批准\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 15:52 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/628596.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯,恒瑞医药(600276.SH)发布公告,近日,公司子公司苏州盛迪亚生物医药有限公司收到国家药品监督管理局(简称“国家药监局”)核准签发关于SHR-1314注射液的《药物临床试验批准通知书》,将于近期开展临床试验。据悉,SHR-1314注射液是公司自主研发的一种靶向人IL-17A的重组人源化单克隆抗体,拟用于治疗与IL-17通路相关的自身免疫疾病。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/628596.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/astock/11.jpg?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"600276":"恒瑞医药","BK1141":"生命科学工具和服务","BK1576":"医药外包概念","BK1583":"高瓴概念","03347":"泰格医药"},"source_url":"http://www.zhitongcaijing.com/content/detail/628596.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2193124115","content_text":"智通财经APP讯,恒瑞医药(600276.SH)发布公告,近日,公司子公司苏州盛迪亚生物医药有限公司收到国家药品监督管理局(简称“国家药监局”)核准签发关于SHR-1314注射液的《药物临床试验批准通知书》,将于近期开展临床试验。据悉,SHR-1314注射液是公司自主研发的一种靶向人IL-17A的重组人源化单克隆抗体,拟用于治疗与IL-17通路相关的自身免疫疾病。","news_type":1,"symbols_score_info":{"600276":1,"03347":1}},"isVote":1,"tweetType":1,"viewCount":3533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697134127,"gmtCreate":1642348302998,"gmtModify":1642348303297,"author":{"id":"3579743164156658","authorId":"3579743164156658","name":"sheenayam","avatar":"https://static.tigerbbs.com/fe1b57a8371314fd64ce0840001df6b2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579743164156658","authorIdStr":"3579743164156658"},"themes":[],"title":"","htmlText":"Congrats for the good news!","listText":"Congrats for the good news!","text":"Congrats for the good news!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697134127","repostId":"2202204789","repostType":2,"repost":{"id":"2202204789","kind":"news","pubTimestamp":1641890451,"share":"https://www.laohunote.com/m/news/2202204789?lang=zh_CN&edition=full","pubTime":"2022-01-11 16:40","market":"sh","language":"zh","title":"恒瑞医药(600276.SH):恒曲获批开展治疗恶性肿瘤化疗所致血小板减少症Ⅲ期临床试验","url":"https://stock-news.laohu8.com/highlight/detail?id=2202204789","media":"智通财经","summary":"智通财经APP讯,恒瑞医药(600276.SH)公告,近日,公司收到美国食品药品监督管理局(“美国FDA”)关于同意海曲泊帕乙醇胺片进行临床试验的函,将于近期开展Ⅲ期临床试验。试验通俗题目:海曲泊帕治疗恶性肿瘤化疗所致血小板减少症的Ⅲ期临床研究试验。据悉,海曲泊帕乙醇胺片(商品名:恒曲)于2021年6月获得国家药品监督管理局批准用于既往对糖皮质激素、免疫球蛋白等治疗反应不佳的慢性原发免疫性血小板减少症(ITP)成人患者的治疗,以及用于对免疫抑制治疗疗效不佳的重型再生障碍性贫血成人患者的治疗。","content":"<html><body><p>智通财经APP讯,<a href=\"https://laohu8.com/S/600276\">恒瑞医药</a>(600276.SH)公告,近日,公司收到美国食品药品监督管理局(“美国FDA”)关于同意海曲泊帕乙醇胺片进行临床试验的函,将于近期开展Ⅲ期临床试验。试验通俗题目:海曲泊帕治疗恶性肿瘤化疗所致血小板减少症的Ⅲ期临床研究试验。</p><p>据悉,海曲泊帕乙醇胺片(商品名:恒曲)于2021年6月获得国家药品监督管理局批准用于既往对糖皮质激素、免疫球蛋白等治疗反应不佳的慢性原发免疫性血小板减少症(ITP)成人患者的治疗,以及用于对免疫抑制治疗疗效不佳的重型再生障碍性贫血成人患者的治疗。</p></body></html>","source":"stock_zhitongcaijing","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>恒瑞医药(600276.SH):恒曲获批开展治疗恶性肿瘤化疗所致血小板减少症Ⅲ期临床试验</title>\n<style 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}\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恒瑞医药(600276.SH):恒曲获批开展治疗恶性肿瘤化疗所致血小板减少症Ⅲ期临床试验\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-11 16:40 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/638846.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯,恒瑞医药(600276.SH)公告,近日,公司收到美国食品药品监督管理局(“美国FDA”)关于同意海曲泊帕乙醇胺片进行临床试验的函,将于近期开展Ⅲ期临床试验。试验通俗题目:海曲泊帕治疗恶性肿瘤化疗所致血小板减少症的Ⅲ期临床研究试验。据悉,海曲泊帕乙醇胺片(商品名:恒曲)于2021年6月获得国家药品监督管理局批准用于既往对糖皮质激素、免疫球蛋白等治疗反应不佳的慢性原发免疫性血小板...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/638846.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bc7ad619aa7e42a7db4703997b65806b","relate_stocks":{"600276":"恒瑞医药","BK1583":"高瓴概念","BK1576":"医药外包概念","03347":"泰格医药","BK1141":"生命科学工具和服务"},"source_url":"http://www.zhitongcaijing.com/content/detail/638846.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202204789","content_text":"智通财经APP讯,恒瑞医药(600276.SH)公告,近日,公司收到美国食品药品监督管理局(“美国FDA”)关于同意海曲泊帕乙醇胺片进行临床试验的函,将于近期开展Ⅲ期临床试验。试验通俗题目:海曲泊帕治疗恶性肿瘤化疗所致血小板减少症的Ⅲ期临床研究试验。据悉,海曲泊帕乙醇胺片(商品名:恒曲)于2021年6月获得国家药品监督管理局批准用于既往对糖皮质激素、免疫球蛋白等治疗反应不佳的慢性原发免疫性血小板减少症(ITP)成人患者的治疗,以及用于对免疫抑制治疗疗效不佳的重型再生障碍性贫血成人患者的治疗。","news_type":1,"symbols_score_info":{"600276":1,"03347":1}},"isVote":1,"tweetType":1,"viewCount":3807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697134338,"gmtCreate":1642348247088,"gmtModify":1642348247400,"author":{"id":"3579743164156658","authorId":"3579743164156658","name":"sheenayam","avatar":"https://static.tigerbbs.com/fe1b57a8371314fd64ce0840001df6b2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579743164156658","authorIdStr":"3579743164156658"},"themes":[],"title":"","htmlText":"Interesting... ","listText":"Interesting... ","text":"Interesting...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697134338","repostId":"2203765768","repostType":2,"repost":{"id":"2203765768","kind":"highlight","pubTimestamp":1642066381,"share":"https://www.laohunote.com/m/news/2203765768?lang=zh_CN&edition=full","pubTime":"2022-01-13 17:33","market":"hk","language":"zh","title":"【北向资金大单买入报告】恒瑞医药获净卖出7.77亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2203765768","media":"金十数据","summary":"1月13日,北向资金全天大幅净卖出5.86亿元。","content":"<html><body><p>1月13日,北向资金全天大幅<strong>净</strong><strong>卖出5.86亿元</strong>。其中沪股通<strong>净买入14.54亿元</strong>,深股通<strong>净卖出20.4亿元</strong>。</p>\n<p><img src=\"https://flash-scdn.jin10.com/flash_dli/img/7af323c3-f700-4346-bb21-ed290c04a8d1.jpg\"/></p>\n<p>今日,<strong><a href=\"https://laohu8.com/S/600519\">贵州茅台</a></strong>、<strong><a href=\"https://laohu8.com/S/600276\">恒瑞医药</a></strong>等个股上榜沪股通十大成交活跃股。其中<strong><a href=\"https://laohu8.com/S/600406\">国电南瑞</a></strong>、<strong><a href=\"https://laohu8.com/S/WX\">药明康德</a></strong>、<strong><a href=\"https://laohu8.com/S/601012\">隆基股份</a></strong>、<strong><a href=\"https://laohu8.com/S/600036\">招商银行</a></strong>、<strong><a href=\"https://laohu8.com/S/601318\">中国平安</a></strong>、<strong><a href=\"https://laohu8.com/S/601899\">紫金矿业</a></strong>、<strong><a href=\"https://laohu8.com/S/603799\">华友钴业</a></strong>、<strong>贵州茅台</strong>分别被净买入5.83亿元、3.81亿元、3.67亿元、2.89亿元、2.71亿元、2亿元、1.3亿元、0.76亿元;<strong>恒瑞医药</strong>、<strong>中国巨石</strong>分别被净卖出7.77亿元、5亿元。</p>\n<p><img src=\"https://flash-scdn.jin10.com/flash_dli/img/9143a974-adef-4255-bf81-959f0851c21c.jpg\"/></p>\n<p>深市方面,<strong><a href=\"https://laohu8.com/S/300750\">宁德时代</a></strong>、<strong><a href=\"https://laohu8.com/S/002594\">比亚迪</a></strong>等个股今日上榜深股通十大成交活跃股,其中<strong><a href=\"https://laohu8.com/S/002812\">恩捷股份</a></strong>、<strong><a href=\"https://laohu8.com/S/300014\">亿纬锂能</a></strong>、<strong><a href=\"https://laohu8.com/S/002460\">赣锋锂业</a></strong>分别被净买入3.73亿元、2.71亿元、2.49亿元;<strong><a href=\"https://laohu8.com/S/300015\">爱尔眼科</a></strong>、<strong>比亚迪</strong>、<strong><a href=\"https://laohu8.com/S/000858\">五粮液</a></strong>、<strong>宁德时代</strong>、<strong>东方财富</strong>、<strong><a href=\"https://laohu8.com/S/002475\">立讯精密</a></strong>、<strong><a href=\"https://laohu8.com/S/300760\">迈瑞医疗</a></strong>分别被净卖出5.65亿元、2.86亿元、2.26亿元、2.19亿元、0.48亿元、0.32亿元、0.28亿元。</p>\n<p><img src=\"https://flash-scdn.jin10.com/flash_dli/img/e15a5c34-008a-47c0-9387-512b8391cfa3.jpg\"/></p></body></html>","source":"xnew_highlight","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>【北向资金大单买入报告】恒瑞医药获净卖出7.77亿元</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; 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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【北向资金大单买入报告】恒瑞医药获净卖出7.77亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-13 17:33 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=88822&type=news><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月13日,北向资金全天大幅净卖出5.86亿元。其中沪股通净买入14.54亿元,深股通净卖出20.4亿元。\n\n今日,贵州茅台、恒瑞医药等个股上榜沪股通十大成交活跃股。其中国电南瑞、药明康德、隆基股份、招商银行、中国平安、紫金矿业、华友钴业、贵州茅台分别被净买入5.83亿元、3.81亿元、3.67亿元、2.89亿元、2.71亿元、2亿元、1.3亿元、0.76亿元;恒瑞医药、中国巨石分别被净卖出...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=88822&type=news\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn.jin10.com/assets/img/long_pic/cover3.jpg/lite","relate_stocks":{"600276":"恒瑞医药"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=88822&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203765768","content_text":"1月13日,北向资金全天大幅净卖出5.86亿元。其中沪股通净买入14.54亿元,深股通净卖出20.4亿元。\n\n今日,贵州茅台、恒瑞医药等个股上榜沪股通十大成交活跃股。其中国电南瑞、药明康德、隆基股份、招商银行、中国平安、紫金矿业、华友钴业、贵州茅台分别被净买入5.83亿元、3.81亿元、3.67亿元、2.89亿元、2.71亿元、2亿元、1.3亿元、0.76亿元;恒瑞医药、中国巨石分别被净卖出7.77亿元、5亿元。\n\n深市方面,宁德时代、比亚迪等个股今日上榜深股通十大成交活跃股,其中恩捷股份、亿纬锂能、赣锋锂业分别被净买入3.73亿元、2.71亿元、2.49亿元;爱尔眼科、比亚迪、五粮液、宁德时代、东方财富、立讯精密、迈瑞医疗分别被净卖出5.65亿元、2.86亿元、2.26亿元、2.19亿元、0.48亿元、0.32亿元、0.28亿元。","news_type":1,"symbols_score_info":{"600276":1}},"isVote":1,"tweetType":1,"viewCount":3999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697135734,"gmtCreate":1642348107918,"gmtModify":1642348108221,"author":{"id":"3579743164156658","authorId":"3579743164156658","name":"sheenayam","avatar":"https://static.tigerbbs.com/fe1b57a8371314fd64ce0840001df6b2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579743164156658","authorIdStr":"3579743164156658"},"themes":[],"title":"","htmlText":"Wow...","listText":"Wow...","text":"Wow...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697135734","repostId":"2203564766","repostType":2,"repost":{"id":"2203564766","kind":"news","pubTimestamp":1642068120,"share":"https://www.laohunote.com/m/news/2203564766?lang=zh_CN&edition=full","pubTime":"2022-01-13 18:02","market":"hk","language":"zh","title":"北水连续第8日加仓美团,今日再大幅买入超8亿港元;南水抛售恒瑞医药","url":"https://stock-news.laohu8.com/highlight/detail?id=2203564766","media":"富途牛牛","summary":"南向资金今日净买入13.39亿港元,连续7日净买入。融创中国、美团-W、快手-W分别获净买入8.62亿港元、8.21亿港元、3.4亿港元。香港交易所净卖出额居首,金额为5.79亿港元。南下资金已连续8日净买入美团,累计买入约41.655亿港元。北向资金今日小幅净卖出5.85亿元,恒瑞医药、爱尔眼科、中国巨石分别遭净卖出7.77亿元、5.65亿元、5亿元。净买入方面,国电南瑞、药明康德、恩捷股份净买入额位列前三,分别获净买入5.83亿元、3.81亿元、3.73亿元。编辑/irisz","content":"<html><body><article><p>南向资金今日净买入13.39亿港元,连续7日净买入。<a href=\"https://laohu8.com/S/01918\">融创中国</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/01024\">快手-W</a>分别获净买入8.62亿港元、8.21亿港元、3.4亿港元。<a href=\"https://laohu8.com/S/00388\">香港交易所</a>净卖出额居首,金额为5.79亿港元。</p><p>南下资金已连续8日净买入美团,累计买入约41.655亿港元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220113180313571v154ec5y7bejsb4\"/><p>北向资金今日小幅净卖出5.85亿元,<a href=\"https://laohu8.com/S/600276\">恒瑞医药</a>、<a href=\"https://laohu8.com/S/300015\">爱尔眼科</a>、<a href=\"https://laohu8.com/S/600176\">中国巨石</a>分别遭净卖出7.77亿元、5.65亿元、5亿元。净买入方面,国电南瑞、<a href=\"https://laohu8.com/S/WX\">药明康德</a>、<a href=\"https://laohu8.com/S/002812\">恩捷股份</a>净买入额位列前三,分别获净买入5.83亿元、3.81亿元、3.73亿元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220113180326335v154zowqxjxkmx7\"/><p>编辑/irisz</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>北水连续第8日加仓美团,今日再大幅买入超8亿港元;南水抛售恒瑞医药</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北水连续第8日加仓美团,今日再大幅买入超8亿港元;南水抛售恒瑞医药\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-13 18:02 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201131803277c6a8b02&s=b><strong>富途牛牛</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>南向资金今日净买入13.39亿港元,连续7日净买入。融创中国、美团-W、快手-W分别获净买入8.62亿港元、8.21亿港元、3.4亿港元。香港交易所净卖出额居首,金额为5.79亿港元。南下资金已连续8日净买入美团,累计买入约41.655亿港元。北向资金今日小幅净卖出5.85亿元,恒瑞医药、爱尔眼科、中国巨石分别遭净卖出7.77亿元、5.65亿元、5亿元。净买入方面,国电南瑞、药明康德、恩捷股份净...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201131803277c6a8b02&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"600276":"恒瑞医药","BK1521":"挪威政府全球养老基金持仓","BK1142":"互联网与直销零售","BK1591":"就地过年概念","BK1575":"同股不同权","03690":"美团-W","BK1583":"高瓴概念","BK1604":"节假日概念","BK1589":"北水核心资产"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201131803277c6a8b02&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2203564766","content_text":"南向资金今日净买入13.39亿港元,连续7日净买入。融创中国、美团-W、快手-W分别获净买入8.62亿港元、8.21亿港元、3.4亿港元。香港交易所净卖出额居首,金额为5.79亿港元。南下资金已连续8日净买入美团,累计买入约41.655亿港元。北向资金今日小幅净卖出5.85亿元,恒瑞医药、爱尔眼科、中国巨石分别遭净卖出7.77亿元、5.65亿元、5亿元。净买入方面,国电南瑞、药明康德、恩捷股份净买入额位列前三,分别获净买入5.83亿元、3.81亿元、3.73亿元。编辑/irisz","news_type":1,"symbols_score_info":{"48457":0.9,"48459":0.6,"48476":0.6,"600276":1,"03690":1}},"isVote":1,"tweetType":1,"viewCount":3505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697135585,"gmtCreate":1642347979897,"gmtModify":1642347980167,"author":{"id":"3579743164156658","authorId":"3579743164156658","name":"sheenayam","avatar":"https://static.tigerbbs.com/fe1b57a8371314fd64ce0840001df6b2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579743164156658","authorIdStr":"3579743164156658"},"themes":[],"title":"","htmlText":"Good news!!!","listText":"Good news!!!","text":"Good news!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697135585","repostId":"2203713101","repostType":2,"repost":{"id":"2203713101","kind":"news","pubTimestamp":1642148192,"share":"https://www.laohunote.com/m/news/2203713101?lang=zh_CN&edition=full","pubTime":"2022-01-14 16:16","market":"hk","language":"zh","title":"恒瑞医药(600276.SH)SHR8008胶囊的药品上市许可申请获药监局受理","url":"https://stock-news.laohu8.com/highlight/detail?id=2203713101","media":"智通财经","summary":"智通财经APP讯,恒瑞医药(600276.SH)发布公告,公司收到国家药品监督管理局(以下简称“药监局”)下发的《受理通知书》,公司提交的SHR8008胶囊的药品上市许可申请获药监局受理。SHR8008是一种新型口服唑类抗真菌药物,可高度特异性抑制真菌CYP51酶,在国外已经完成1项针对急性外阴阴道假丝酵母菌病的临床Ⅱ期研究、1项针对复发性外阴阴道假丝酵母菌病的临床Ⅱ期研究和3项针对复发性外阴阴道假丝酵母菌病的临床Ⅲ期研究。","content":"<html><body><p>智通财经APP讯,<a href=\"https://laohu8.com/S/600276\">恒瑞医药</a>(600276.SH)发布公告,公司收到国家药品监督管理局(以下简称“药监局”)下发的《受理通知书》,公司提交的SHR8008胶囊的药品上市许可申请获药监局受理。</p><p>SHR8008是一种新型口服唑类抗真菌药物,可高度特异性抑制真菌CYP51酶,在国外已经完成1项针对急性外阴阴道假丝酵母菌病的临床Ⅱ期研究、1项针对复发性外阴阴道假丝酵母菌病的临床Ⅱ期研究和3项针对复发性外阴阴道假丝酵母菌病的临床Ⅲ期研究。</p></body></html>","source":"stock_zhitongcaijing","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>恒瑞医药(600276.SH)SHR8008胶囊的药品上市许可申请获药监局受理</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; 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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恒瑞医药(600276.SH)SHR8008胶囊的药品上市许可申请获药监局受理\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 16:16 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/640992.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯,恒瑞医药(600276.SH)发布公告,公司收到国家药品监督管理局(以下简称“药监局”)下发的《受理通知书》,公司提交的SHR8008胶囊的药品上市许可申请获药监局受理。SHR8008是一种新型口服唑类抗真菌药物,可高度特异性抑制真菌CYP51酶,在国外已经完成1项针对急性外阴阴道假丝酵母菌病的临床Ⅱ期研究、1项针对复发性外阴阴道假丝酵母菌病的临床Ⅱ期研究和3项针对复发性外阴阴道...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/640992.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff","relate_stocks":{"600276":"恒瑞医药"},"source_url":"http://www.zhitongcaijing.com/content/detail/640992.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203713101","content_text":"智通财经APP讯,恒瑞医药(600276.SH)发布公告,公司收到国家药品监督管理局(以下简称“药监局”)下发的《受理通知书》,公司提交的SHR8008胶囊的药品上市许可申请获药监局受理。SHR8008是一种新型口服唑类抗真菌药物,可高度特异性抑制真菌CYP51酶,在国外已经完成1项针对急性外阴阴道假丝酵母菌病的临床Ⅱ期研究、1项针对复发性外阴阴道假丝酵母菌病的临床Ⅱ期研究和3项针对复发性外阴阴道假丝酵母菌病的临床Ⅲ期研究。","news_type":1,"symbols_score_info":{"600276":1}},"isVote":1,"tweetType":1,"viewCount":3537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600282060,"gmtCreate":1638157965152,"gmtModify":1638157965276,"author":{"id":"3579743164156658","authorId":"3579743164156658","name":"sheenayam","avatar":"https://static.tigerbbs.com/fe1b57a8371314fd64ce0840001df6b2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579743164156658","authorIdStr":"3579743164156658"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600282060","repostId":"1124072014","repostType":4,"repost":{"id":"1124072014","kind":"news","pubTimestamp":1638140765,"share":"https://www.laohunote.com/m/news/1124072014?lang=zh_CN&edition=full","pubTime":"2021-11-29 07:06","market":"us","language":"en","title":"November jobs report: What to know this week<blockquote>11 月就业报告:本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124072014","media":"yahoo","summary":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor","content":"<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周归来,焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。共识经济学家预计 11 月份将恢复 50 万个工作岗位,招聘速度仅比 10 月份的 53.1 万个工作岗位略有放缓。失业率预计也将从10月份的4.6%进一步改善至4.5%,达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道:“我们预计11月份非农就业人数将增加50万人,但冬季新冠疫情浪潮的风险越来越大以及可用工人供应的减少将很快影响就业增长。”上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更明显的复苏,否则就业增长不可能以这种速度持续太久。如果说有什么不同的话,那就是劳动力供应可能会下降。”<i>恶化</i>阿什沃斯补充说:“在未来几个月里,覆盖 1 亿 [万] 工人的联邦疫苗授权将于 1 月 4 日开始。这表明工资增长将保持强劲,我们预计 10 月份平均时薪将[环比]增长 0.4%”。</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比,平均时薪预计将增长 5.0%,继 10 月份已经增长 4.9% 之后进一步加速,这是自 2 月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张——虽然对消费者及其消费能力有利——也加剧了人们对持续通胀的担忧。经济分析局上周公布的 10 月份个人消费支出 (PCE) 平减指数显示,该指数年增长率为 5.0%,为 1990 年以来最大涨幅。核心 PCE(美联储首选的剔除波动的食品和能源价格的通胀指标)同比上涨 4.1%,为三十年来最高。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据反映了紧张的劳动力市场,并预示着 11 月份就业报告可能会强劲。上周,首次申请失业救济人数降至 19.9 万人的 52 年来最低点,打破了疫情时代之前的低点和疫情之前新首次申请失业救济人数的平均水平。这再次凸显了美国雇主之间激烈的劳动力竞争,在劳动力普遍短缺的情况下,公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺,劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比,平民劳动力仍减少了近300万参与者,对病毒的担忧挥之不去,许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色,这仍然使许多人处于劳动力的边缘。共识经济学家预计,11 月份劳动力参与率只会小幅上升,达到 61.7%,高于 10 月份的 61.6%,但远低于 2020 年 2 月的 63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济恢复到大流行前的劳动力参与水平,并确保不同群体的就业增长得到公平对待,已成为美联储的一个重点。这些方面仍有待弥合的距离也是美联储在货币政策支持方面保持超宽松的最大因素,即使在一系列比预期更热门的通胀报告之后,这些报告似乎需要更加鹰派的政策倾斜和加息速度快于预期。美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长,这进一步表明美联储将继续关注劳动力市场作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳在上周的一份报告中写道:“由于有证据表明通胀压力上升可能会持续更长时间,市场对美联储未来加息的看法已被大幅提前。”“然而,正如鲍威尔主席 11 月新闻发布会所表明的那样,劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul> <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一:</b>10 月份待售房屋销售环比(预期 0.7%,9 月份为 -2.3%);达拉斯美联储 11 月制造业活动指数(预期 17.0,10 月 14.6)</li></ul></blockquote></p><p></p><p></li> <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二:</b>FHFA房价指数,9月环比(预期1.2%,8月1.0%);S&P CoreLogic Case-Shiller 20 个城市综合指数,9 月环比(预期 1.30%,8 月 1.17%);S&P CoreLogic Case-Shiller 20 个城市综合指数,9 月(上月为 19.66%);MNI芝加哥采购经理人指数,11月(预期67.0,10月68.4);世界大型企业联合会消费者信心指数,11 月(预期 110.0,10 月 113.8)</li></blockquote></p><p></li> <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三:</b>MBA 抵押贷款申请,11 月 26 日(前一周 1.8%);11 月 ADP 就业变化(预计 515,000 人,10 月 571,000 人);Markit 美国 11 月制造业 PMI 最终值(上月为 59.1);10 月份建筑支出环比(预期 0.5%,9 月份为 -0.5%);ISM 制造业,11 月(预期 61.0,10 月 60.8);美联储发布褐皮书</li></blockquote></p><p></li> <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四:</b>挑战者裁员,11 月(10 月-71.7%);截至 11 月 27 日当周首次申请失业救济人数(前一周为 199,000 人);持续索赔,11 月 20 日(前一周 2,049)</li></blockquote></p><p></li> <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五:</b>11 月非农就业人数变化(预计 500,000 人,10 月 531,000 人);11月失业率(预期4.5%,10月4.6%);11 月份平均小时收益环比(预期 0.4%,10 月份 0.4%);11 月份平均小时收入同比(预期 5.0%,10 月份 4.9%);Markit 美国服务业 PMI,11 月最终值(先前印刷为 57.0);Markit 美国综合 PMI,11 月最终值(先前印刷为 56.5);ISM服务业指数,11月(预期65.0,10月66.7);10月工厂订单(预期0.5%,9月0.2%);耐用品订单,10 月份最终订单(先前印刷-0.5%)</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>收益日历</blockquote></p><p> <ul> <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一:</b><i>没有计划发布的重要报告</i></li></ul></blockquote></p><p></li> <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二:</b>Salesforce.com (CRM) 收盘后</li></blockquote></p><p></li> <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三:</b>PVH Corp. (PVH) 收盘后</li></blockquote></p><p></li> <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四:</b>Dollar General (DG)、Kroger (KR) 开市前;Ulta Beauty (ULTA) 收盘后</li></blockquote></p><p></li> <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五:</b><i>没有计划发布的重要报告</i></li></blockquote></p><p></li> </ul></p><p><blockquote></blockquote></p><p></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>November jobs report: What to know this week<blockquote>11 月就业报告:本周需要了解什么</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nNovember jobs report: What to know this week<blockquote>11 月就业报告:本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">yahoo</strong><span class=\"h-time small\">2021-11-29 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周归来,焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。共识经济学家预计 11 月份将恢复 50 万个工作岗位,招聘速度仅比 10 月份的 53.1 万个工作岗位略有放缓。失业率预计也将从10月份的4.6%进一步改善至4.5%,达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道:“我们预计11月份非农就业人数将增加50万人,但冬季新冠疫情浪潮的风险越来越大以及可用工人供应的减少将很快影响就业增长。”上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更明显的复苏,否则就业增长不可能以这种速度持续太久。如果说有什么不同的话,那就是劳动力供应可能会下降。”<i>恶化</i>阿什沃斯补充说:“在未来几个月里,覆盖 1 亿 [万] 工人的联邦疫苗授权将于 1 月 4 日开始。这表明工资增长将保持强劲,我们预计 10 月份平均时薪将[环比]增长 0.4%”。</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比,平均时薪预计将增长 5.0%,继 10 月份已经增长 4.9% 之后进一步加速,这是自 2 月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张——虽然对消费者及其消费能力有利——也加剧了人们对持续通胀的担忧。经济分析局上周公布的 10 月份个人消费支出 (PCE) 平减指数显示,该指数年增长率为 5.0%,为 1990 年以来最大涨幅。核心 PCE(美联储首选的剔除波动的食品和能源价格的通胀指标)同比上涨 4.1%,为三十年来最高。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据反映了紧张的劳动力市场,并预示着 11 月份就业报告可能会强劲。上周,首次申请失业救济人数降至 19.9 万人的 52 年来最低点,打破了疫情时代之前的低点和疫情之前新首次申请失业救济人数的平均水平。这再次凸显了美国雇主之间激烈的劳动力竞争,在劳动力普遍短缺的情况下,公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺,劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比,平民劳动力仍减少了近300万参与者,对病毒的担忧挥之不去,许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色,这仍然使许多人处于劳动力的边缘。共识经济学家预计,11 月份劳动力参与率只会小幅上升,达到 61.7%,高于 10 月份的 61.6%,但远低于 2020 年 2 月的 63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济恢复到大流行前的劳动力参与水平,并确保不同群体的就业增长得到公平对待,已成为美联储的一个重点。这些方面仍有待弥合的距离也是美联储在货币政策支持方面保持超宽松的最大因素,即使在一系列比预期更热门的通胀报告之后,这些报告似乎需要更加鹰派的政策倾斜和加息速度快于预期。美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长,这进一步表明美联储将继续关注劳动力市场作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳在上周的一份报告中写道:“由于有证据表明通胀压力上升可能会持续更长时间,市场对美联储未来加息的看法已被大幅提前。”“然而,正如鲍威尔主席 11 月新闻发布会所表明的那样,劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul> <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一:</b>10 月份待售房屋销售环比(预期 0.7%,9 月份为 -2.3%);达拉斯美联储 11 月制造业活动指数(预期 17.0,10 月 14.6)</li></ul></blockquote></p><p></p><p></li> <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二:</b>FHFA房价指数,9月环比(预期1.2%,8月1.0%);S&P CoreLogic Case-Shiller 20 个城市综合指数,9 月环比(预期 1.30%,8 月 1.17%);S&P CoreLogic Case-Shiller 20 个城市综合指数,9 月(上月为 19.66%);MNI芝加哥采购经理人指数,11月(预期67.0,10月68.4);世界大型企业联合会消费者信心指数,11 月(预期 110.0,10 月 113.8)</li></blockquote></p><p></li> <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三:</b>MBA 抵押贷款申请,11 月 26 日(前一周 1.8%);11 月 ADP 就业变化(预计 515,000 人,10 月 571,000 人);Markit 美国 11 月制造业 PMI 最终值(上月为 59.1);10 月份建筑支出环比(预期 0.5%,9 月份为 -0.5%);ISM 制造业,11 月(预期 61.0,10 月 60.8);美联储发布褐皮书</li></blockquote></p><p></li> <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四:</b>挑战者裁员,11 月(10 月-71.7%);截至 11 月 27 日当周首次申请失业救济人数(前一周为 199,000 人);持续索赔,11 月 20 日(前一周 2,049)</li></blockquote></p><p></li> <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五:</b>11 月非农就业人数变化(预计 500,000 人,10 月 531,000 人);11月失业率(预期4.5%,10月4.6%);11 月份平均小时收益环比(预期 0.4%,10 月份 0.4%);11 月份平均小时收入同比(预期 5.0%,10 月份 4.9%);Markit 美国服务业 PMI,11 月最终值(先前印刷为 57.0);Markit 美国综合 PMI,11 月最终值(先前印刷为 56.5);ISM服务业指数,11月(预期65.0,10月66.7);10月工厂订单(预期0.5%,9月0.2%);耐用品订单,10 月份最终订单(先前印刷-0.5%)</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>收益日历</blockquote></p><p> <ul> <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一:</b><i>没有计划发布的重要报告</i></li></ul></blockquote></p><p></li> <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二:</b>Salesforce.com (CRM) 收盘后</li></blockquote></p><p></li> <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三:</b>PVH Corp. (PVH) 收盘后</li></blockquote></p><p></li> <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四:</b>Dollar General (DG)、Kroger (KR) 开市前;Ulta Beauty (ULTA) 收盘后</li></blockquote></p><p></li> <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五:</b><i>没有计划发布的重要报告</i></li></blockquote></p><p></li> </ul></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html\">yahoo</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"source_url":"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124072014","content_text":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.\nThe Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.\n\"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.\n\"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply couldworsenover the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"\nOn a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.\nGrowing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.\nOther recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.\nEven given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.\nReturning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.\n\"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"\nEconomic calendar\n\nMonday:Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)\nTuesday:FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)\nWednesday:MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book\nThursday:Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)\nFriday:Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)\n\nEarnings calendar\n\nMonday:No notable reports scheduled for release\nTuesday:Salesforce.com (CRM) after market close\nWednesday:PVH Corp. (PVH) after market close\nThursday:Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close\nFriday:No notable reports scheduled for release","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":3538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873524468,"gmtCreate":1636965428451,"gmtModify":1636965428883,"author":{"id":"3579743164156658","authorId":"3579743164156658","name":"sheenayam","avatar":"https://static.tigerbbs.com/fe1b57a8371314fd64ce0840001df6b2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579743164156658","authorIdStr":"3579743164156658"},"themes":[],"title":"","htmlText":"Interesting... Will included in my watchlist ","listText":"Interesting... Will included in my watchlist ","text":"Interesting... Will included in my watchlist","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873524468","repostId":"2178368602","repostType":2,"isVote":1,"tweetType":1,"viewCount":3864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870762154,"gmtCreate":1636649014814,"gmtModify":1636649015297,"author":{"id":"3579743164156658","authorId":"3579743164156658","name":"sheenayam","avatar":"https://static.tigerbbs.com/fe1b57a8371314fd64ce0840001df6b2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579743164156658","authorIdStr":"3579743164156658"},"themes":[],"title":"","htmlText":"Good job","listText":"Good job","text":"Good job","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870762154","repostId":"2180682817","repostType":2,"isVote":1,"tweetType":1,"viewCount":3395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}