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2022-05-14

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After record losses, Son turned to defense, predicting the return of the king in a year or two

2022-05-09

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U.S. Stocks Move Lower in open low, Nasdaq Extends Loss to 3%

2022-05-09

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"Big Meat Stickers" Candidates on the Shelves, Another Tesla Supplier to Issue New Shares Next Week

2022-05-09

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"Big Meat Stickers" Candidates on the Shelves, Another Tesla Supplier to Issue New Shares Next Week

2022-05-03

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Many "Mao" were shortlisted for brokerage gold stocks in May! Focus on two main lines in the market outlook (attached shares)

2022-04-16

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2022-02-19

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Reminder: U.S. stocks are closed for one day on February 21st due to Washington's birthday

2021-09-09

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Sorry, the original content has been removed

2021-04-19

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NASDAQ TRADE HALT CONTINUES REASON NOT AVAILABLE AT 03:28 AM

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07:50","market":"us","language":"zh","title":"After record losses, Son turned to defense, predicting the return of the king in a year or two","url":"https://stock-news.laohu8.com/highlight/detail?id=2235408114","media":"华尔街见闻","summary":"公布创纪录亏损后，软银的日股和美股粉单周五却两位数大涨，不少分析师看好软银趁股价低迷加速回购的前景。尽管华尔街认为软银尚未走出困境，孙正义仍重申对“信息革命”的信念，预言一两年内股市会复苏，软银也将重返“进攻模式”。","content":"<p><html><head></head><body>Japanese tech investment firm SoftBank Group posted a record annual loss after the Japanese stock market on Thursday, strangely closing down 8% before earnings, only to surge more than 12% on Friday after the poor earnings report, the biggest gain in six months.</p><p>Some analysts pointed out that multiple factors may have contributed to the rise of SoftBank's share price instead of falling, including the previous market's expectation of this financial report, the company's loan-to-value ratio is declining, Masayoshi Son's promise to \"turn to defense\", and the prospect of SoftBank's large-scale stock repurchase.</p><p><img src=\"https://static.tigerbbs.com/834a2c1445334f67b6f79faffe005df0\" tg-width=\"1206\" tg-height=\"732\" referrerpolicy=\"no-referrer\"/></p><p>Masayoshi Son repeatedly emphasized at the financial report analysis meeting that he knew how to tide over the difficulties. SoftBank had enough cash to fulfill its debt obligations. The company's foundation was solid and its finances were prudent. The plan of British chip design company ARM to go public in the United States had a \"promising future\".</p><p>He noted that the time has come for caution amid repeated pandemics, the Russia-Ukraine conflict and other factors: \"SoftBank should shift to defensive mode when the world is in chaos.\" He also promised to bolster the company's cash holdings by monetizing assets and tightening investment standards.</p><p>On the one hand, SoftBank has 2.9 trillion yen in cash, double the 1.3 trillion yen in bonds redeemable in the following fiscal years 2022 and 2023. At the same time, SoftBank will slow its investment pace to \"maybe half or even a quarter of last year's\", thus keeping the loan-to-value ratio (the amount loaned to asset value) below 25%.</p><p>According to Bloomberg, Nomura analyst Daisaku Masuno said SoftBank's loan-to-value ratio fell to 20.4% in the fourth quarter of fiscal 2021, or the first quarter of natural year 2022, which left a \"positive\" impression.</p><p>Tomoaki Kawasaki, an analyst at Iwai Cosmo Securities, also said that SoftBank's total net asset value decreased by 0.8 trillion yen from the previous month to 18.5 trillion yen \"not too bad\". Net asset value is Son's preferred metric for valuing the company.</p><p><b>At the same time, the recent accelerated decline in SoftBank's share price has also created an opportunity to accelerate share buybacks.</b>Helps lift the share price. SoftBank announced in November last year to buy back up to 250 million shares of its own stock for up to 1 trillion yen (about $7.77 billion), which is now 40% complete.</p><p>Oliver Matthew, head of the Asian consumer team at CLSA, pointed out that for the first time in history, SoftBank may spend more on share buybacks than it used to make new investments in Phase 2 of the Vision Fund. One of the driving factors behind it is that the company's share price is \"already quite weak\".</p><p>Kirk Boodry, an analyst at Redex Research who warned the market early before SoftBank Vision Fund posted a record loss, also said that the fiscal fourth quarter earnings did not look \"worse\", which seemed to relax investors and make the stock price rebound strongly. On Thursday, U.S. technology stocks significantly narrowed their losses in late trading. \"U.S. technology giants show signs of recovery, which is also a factor supporting SoftBank's share price.\"</p><p>Softbank's U.S. stock powder also rose by 16% on a single Friday, close to recovering all the week's declines since May 5th. However, SoftBank's Japanese share price still fell more than 2% this week, and the consensus among mainstream analysts is that the company is not completely out of trouble, which is why Son called it \"turning to defense\".<img src=\"https://static.tigerbbs.com/c597f0a6bab01ac14bef8f667465ef6e\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/>Before Friday's surge, SoftBank's Japanese shares were halved from the record high in March last year. Investors questioned the business logic of Son's large investment in unprofitable growth stocks, and worried that SoftBank's debt burden was too heavy, which was not safe enough when the market situation took a sharp turn.</p><p>The Wall Street Journal wrote and analyzed that SoftBank reported the biggest fiscal year loss in its four-decade history, in sharp contrast to the record earnings of the previous fiscal year, mainly dragged down by the decline of global technology stocks in the first quarter of this year:</p><p>Japan's SoftBank Group can be described as the epitome of overinvestment fueling the boom in technology stocks. SoftBank can't avoid sharing its fate with tech stocks as they plummet. And, hard times may be yet to come for the company and its investors. On the one hand, Son said that \"the company will continue to monetize assets\" to tide over the difficulties, which may be challenging considering the magnitude of the market decline. At the same time, SoftBank's portfolio of unlisted start-ups could be worse off, with such startups likely to dry up and decline in valuations as investors shift their focus from uninterrupted growth regardless of cost to profitability. SoftBank's reckless investment spree will now pull itself back to reality again. It is worth noting that,<b>At this week's earnings analysis meeting, Mr. Son still reiterated his belief in the \"information revolution\" and predicted that the current market downturn was just a flash in the pan before Internet companies resumed their surge</b>：</p><p>\"I think the stock market will recover in a year or two, when the time will come again for SoftBank to return to 'offensive mode'.\"</body></html></p>","source":"wallstreetcn_api","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>After record losses, Son turned to defense, predicting the return of the king in a year or two</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\">\nAfter record losses, Son turned to defense, predicting the return of the king in a year or two\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-05-14 07:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Japanese tech investment firm SoftBank Group posted a record annual loss after the Japanese stock market on Thursday, strangely closing down 8% before earnings, only to surge more than 12% on Friday after the poor earnings report, the biggest gain in six months.</p><p>Some analysts pointed out that multiple factors may have contributed to the rise of SoftBank's share price instead of falling, including the previous market's expectation of this financial report, the company's loan-to-value ratio is declining, Masayoshi Son's promise to \"turn to defense\", and the prospect of SoftBank's large-scale stock repurchase.</p><p><img src=\"https://static.tigerbbs.com/834a2c1445334f67b6f79faffe005df0\" tg-width=\"1206\" tg-height=\"732\" referrerpolicy=\"no-referrer\"/></p><p>Masayoshi Son repeatedly emphasized at the financial report analysis meeting that he knew how to tide over the difficulties. SoftBank had enough cash to fulfill its debt obligations. The company's foundation was solid and its finances were prudent. The plan of British chip design company ARM to go public in the United States had a \"promising future\".</p><p>He noted that the time has come for caution amid repeated pandemics, the Russia-Ukraine conflict and other factors: \"SoftBank should shift to defensive mode when the world is in chaos.\" He also promised to bolster the company's cash holdings by monetizing assets and tightening investment standards.</p><p>On the one hand, SoftBank has 2.9 trillion yen in cash, double the 1.3 trillion yen in bonds redeemable in the following fiscal years 2022 and 2023. At the same time, SoftBank will slow its investment pace to \"maybe half or even a quarter of last year's\", thus keeping the loan-to-value ratio (the amount loaned to asset value) below 25%.</p><p>According to Bloomberg, Nomura analyst Daisaku Masuno said SoftBank's loan-to-value ratio fell to 20.4% in the fourth quarter of fiscal 2021, or the first quarter of natural year 2022, which left a \"positive\" impression.</p><p>Tomoaki Kawasaki, an analyst at Iwai Cosmo Securities, also said that SoftBank's total net asset value decreased by 0.8 trillion yen from the previous month to 18.5 trillion yen \"not too bad\". Net asset value is Son's preferred metric for valuing the company.</p><p><b>At the same time, the recent accelerated decline in SoftBank's share price has also created an opportunity to accelerate share buybacks.</b>Helps lift the share price. SoftBank announced in November last year to buy back up to 250 million shares of its own stock for up to 1 trillion yen (about $7.77 billion), which is now 40% complete.</p><p>Oliver Matthew, head of the Asian consumer team at CLSA, pointed out that for the first time in history, SoftBank may spend more on share buybacks than it used to make new investments in Phase 2 of the Vision Fund. One of the driving factors behind it is that the company's share price is \"already quite weak\".</p><p>Kirk Boodry, an analyst at Redex Research who warned the market early before SoftBank Vision Fund posted a record loss, also said that the fiscal fourth quarter earnings did not look \"worse\", which seemed to relax investors and make the stock price rebound strongly. On Thursday, U.S. technology stocks significantly narrowed their losses in late trading. \"U.S. technology giants show signs of recovery, which is also a factor supporting SoftBank's share price.\"</p><p>Softbank's U.S. stock powder also rose by 16% on a single Friday, close to recovering all the week's declines since May 5th. However, SoftBank's Japanese share price still fell more than 2% this week, and the consensus among mainstream analysts is that the company is not completely out of trouble, which is why Son called it \"turning to defense\".<img src=\"https://static.tigerbbs.com/c597f0a6bab01ac14bef8f667465ef6e\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/>Before Friday's surge, SoftBank's Japanese shares were halved from the record high in March last year. Investors questioned the business logic of Son's large investment in unprofitable growth stocks, and worried that SoftBank's debt burden was too heavy, which was not safe enough when the market situation took a sharp turn.</p><p>The Wall Street Journal wrote and analyzed that SoftBank reported the biggest fiscal year loss in its four-decade history, in sharp contrast to the record earnings of the previous fiscal year, mainly dragged down by the decline of global technology stocks in the first quarter of this year:</p><p>Japan's SoftBank Group can be described as the epitome of overinvestment fueling the boom in technology stocks. SoftBank can't avoid sharing its fate with tech stocks as they plummet. And, hard times may be yet to come for the company and its investors. On the one hand, Son said that \"the company will continue to monetize assets\" to tide over the difficulties, which may be challenging considering the magnitude of the market decline. At the same time, SoftBank's portfolio of unlisted start-ups could be worse off, with such startups likely to dry up and decline in valuations as investors shift their focus from uninterrupted growth regardless of cost to profitability. SoftBank's reckless investment spree will now pull itself back to reality again. It is worth noting that,<b>At this week's earnings analysis meeting, Mr. Son still reiterated his belief in the \"information revolution\" and predicted that the current market downturn was just a flash in the pan before Internet companies resumed their surge</b>：</p><p>\"I think the stock market will recover in a year or two, when the time will come again for SoftBank to return to 'offensive mode'.\"</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3659339\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/acb77b88f0e1500dd735d82182c9d65c","relate_stocks":{"SFTBY":"软银集团","BK4132":"无线电信业务","03160":"华夏日股对冲"},"source_url":"https://wallstreetcn.com/articles/3659339","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235408114","content_text":"日本科技投资公司软银集团于日本股市周四盘后公布了创纪录的年度亏损，奇怪的是，财报公布前该股收跌8%，不佳财报公布后，该股周五却飙升逾12%，创下六个月来最大涨幅。有分析指出，多重因素可能促成了软银股价不降反升，包括此前市场对这份财报的预期已经如此糟糕，公司贷款价值比正在下降，孙正义承诺“转向防御”，以及软银大手笔股票回购的前景。孙正义在财报分析会上反复强调他知道如何度过难关，软银有足够的现金来履行债务义务，公司的基础很稳固，财务具有审慎性，英国芯片设计公司ARM在美国上市的计划“未来可期”。他指出，在疫情反复、俄乌冲突等因素的影响下，谨慎的时候到了：“当世界陷入混乱时，软银应该转向防御模式。”他还承诺通过资产的货币化和收紧投资标准来增强公司的现金持有。一方面，软银有2.9万亿日元现金，是接下来的2022财年和2023财年应赎回债券规模1.3 万亿日元的两倍。同时，软银将放慢投资步伐至“可能是去年的一半甚至1/4”，借此将贷款价值比（loan-to-value ratio，贷款金额占资产价值的比重）维持在25%以下。据彭博社，野村证券分析师Daisaku Masuno表示，软银的贷款价值比在2021财年第四季度（即2022自然年一季度）下降至20.4%，这给人留下了“积极正面”的印象。Iwai Cosmo Securities的分析师Tomoaki Kawasaki也称，软银的总资产净值环比减少0.8万亿日元至18.5万亿日元“还不算太坏”。资产净值是孙正义对该公司估值的首选指标。同时，软银股价近期加速下跌，也创造了加快股票回购的契机，有助于抬升股价。软银去年11月宣布以高达1万亿日元（约77.7 亿美元）回购最多2.5亿股自家股票，目前已完成40%。里昂证券的亚洲消费者团队主管Oliver Matthew指出，软银可能会在史上首次将股票回购的支出超过利用愿景基金2期进行新投资的规模，背后的驱动因素之一便是公司股价“已相当疲软”。在软银愿景基金发布创纪录亏损之前便早早预警市场的Redex Research 分析师Kirk Boodry也称，第四财季的财报看上去并未“变得更糟”，这似乎让投资者松了一口气，令股价强势反弹。周四美股科技股尾盘显著收窄跌幅，“美国科技巨头展现复苏的迹象，也是支撑软银股价的因素。”软银的美股粉单周五也大涨16%，接近收复5月5日以来的一周全部跌幅。但软银的日本股价本周仍累跌逾2%，主流分析师共识认为公司尚未完全摆脱困境，所以孙正义才会称“转向防御”。在周五大涨之前，软银日股较去年3月的历史高点惨遭腰斩，投资者质疑孙正义大手笔投资未盈利成长股的商业逻辑，也担心软银债务负担过重，在市场形势急转直下时不够安全。《华尔街日报》撰文分析称，软银公布了其四十年历史上最大的财年亏损，与上一财年创纪录的盈利形成鲜明反差，主要受今年一季度全球科技股下跌拖累：日本软银集团可谓是过度投资助长科技股繁荣的缩影。随着科技股暴跌，软银无法避免与科技股共命运的局面。而且，该公司及其投资者的苦日子可能还在后头。一方面，孙正义称“公司将继续把资产货币化”来渡过难关，考虑到市场已经下跌的幅度，这可能具有一定的挑战性。同时，软银的非上市初创企业投资组合情况可能更糟，随着投资者将关注点从不计成本的不间断增长转向盈利能力，此类初创企业的资金很可能枯竭，估值也将下降。软银不计后果的投资狂欢现在将再次把自己拉回现实。值得注意的是，孙正义在本周财报分析会上，仍重申了自己对“信息革命”的信念，并预言当前的市场低迷只是互联网公司恢复大涨之前的昙花一现：“我认为在一两年内股市会复苏，届时软银重返‘进攻模式’的时机会再度到来。”","news_type":1,"symbols_score_info":{"03160":0.6,"SFTBY":1}},"isVote":1,"tweetType":1,"viewCount":2815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062785962,"gmtCreate":1652107972556,"gmtModify":1676535031070,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062785962","repostId":"1196129150","repostType":4,"repost":{"id":"1196129150","kind":"news","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":1652106813,"share":"https://ttm.financial/m/news/1196129150?lang=en_US&edition=fundamental","pubTime":"2022-05-09 22:33","market":"other","language":"zh","title":"U.S. Stocks Move Lower in open low, Nasdaq Extends Loss to 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1196129150","media":"老虎资讯综合","summary":"5月9日，美股低开低走，纳指跌幅扩大至3%。特斯拉跌超6%，亚马逊跌近3%。纳斯达克中国金龙指数跌幅扩大至7%，哔哩哔哩、京东、理想汽车、小鹏汽车跌近10%；知乎跌12%，水滴跌超21%。","content":"<p><html><head></head><body>On May 9th, the open low of U.S. stocks went lower, and the decline of the Nasdaq expanded to 3%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>fell by more than 6%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell nearly 3%.</p><p>The Nasdaq China Golden Dragon Index expanded its decline to 7%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>Down nearly 10%;<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It fell by 12%, and the water drop fell by more than 21%.</p><p><img src=\"https://static.tigerbbs.com/670cccd22275ddc30779ac54a2774c78\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></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>U.S. Stocks Move Lower in open low, Nasdaq Extends Loss to 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nU.S. Stocks Move Lower in open low, Nasdaq Extends Loss to 3%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2022-05-09 22:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On May 9th, the open low of U.S. stocks went lower, and the decline of the Nasdaq expanded to 3%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>fell by more than 6%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell nearly 3%.</p><p>The Nasdaq China Golden Dragon Index expanded its decline to 7%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>Down nearly 10%;<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It fell by 12%, and the water drop fell by more than 21%.</p><p><img src=\"https://static.tigerbbs.com/670cccd22275ddc30779ac54a2774c78\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03f3d0c168656a3e6eb4245c3c31ff40","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196129150","content_text":"5月9日，美股低开低走，纳指跌幅扩大至3%。特斯拉跌超6%，亚马逊跌近3%。纳斯达克中国金龙指数跌幅扩大至7%，哔哩哔哩、京东、理想汽车、小鹏汽车跌近10%；知乎跌12%，水滴跌超21%。","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062156843,"gmtCreate":1652032216382,"gmtModify":1676535015933,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062156843","repostId":"1166242100","repostType":4,"repost":{"id":"1166242100","kind":"news","pubTimestamp":1652016485,"share":"https://ttm.financial/m/news/1166242100?lang=en_US&edition=fundamental","pubTime":"2022-05-08 21:28","market":"sh","language":"zh","title":"\"Big Meat Stickers\" Candidates on the Shelves, Another Tesla Supplier to Issue New Shares Next Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1166242100","media":"华尔街见闻","summary":"今年以来，频繁破发成了新股发行“常态”，但主板、北交所的“零破发”记录却仍未被破。choice显示，本周A股仅有一只新股上市，为主板个股，上市首日拿下1个涨停。5.1节过后，A股新股发行节奏未见明显加","content":"<p><html><head></head><body>Since the beginning of this year, frequent breaks have become the \"normal\" of new share issuance, but the \"zero break\" record of the main board and the North Stock Exchange has not been broken.</p><p>choice shows that only one new A-share stock was listed this week, which is a main board stock, and won a daily limit on the first day of listing.</p><p>After Section 5.1, the pace of new A-share issuance has not accelerated significantly.</p><p>According to the new share issuance arrangement, five new shares will be listed next week, one of which is on the Science and Technology Innovation Board, two main board stocks and two on the North Stock Exchange.</p><p>Among these five new stocks, the higher concern at present is the upcoming issuance of Junchuang Technology on the North Stock Exchange.</p><p><b>Tesla as No. 1 Customer</b></p><p>Junchuang Technology is an auto parts manufacturer. The company takes the R&D, production and sales of auto parts as its core business, and provides parts products for automobile manufacturers and their parts manufacturers.</p><p>Junchuang Technology's main products cover automotive plastic parts, molds, automotive metal parts, etc.</p><p>Under the background of \"replacing steel with plastic\", Junchuang Technology has established long-term and stable cooperative relations with many internationally renowned enterprises by providing automobile plastic parts with more usable value to cater to the development trend of \"lightweight automobile\".</p><p>Currently, the customers served by Junchuang Technology include<b>Tesla, global bearing giant SKF, Antonglin and Aptiv, the world's top 100 auto parts companies, and Quanta Group and Pegatron, the world's top 500 companies</b>Etc.</p><p><img src=\"https://static.tigerbbs.com/24167ecfc412cf1cf7427961877c6f8e\" tg-width=\"955\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>From the perspective of business extension, the automakers directly or indirectly served by the company include European and American brands such as Tesla, Ford, Jaguar Land Rover, General Motors and Volkswagen, Japanese brands such as Nissan and Toyota, and domestic independent brands such as Geely and BYD.</p><p><b>Revenue doubles in 2021</b></p><p>According to the financial report, Junchuang Technology's total operating income from 2018 to 2021 was 137 million yuan, 156 million yuan, 170 million yuan and 345 million yuan respectively, and its net profit was 25 million yuan, 19.79 million yuan, 21.02 million yuan and 28.06 million yuan respectively. Obviously, in 2021, Junchuang Technology's performance improved by leaps and bounds, with revenue increasing by 93% year-on-year and net profit attributable to the parent company increasing by 33% year-on-year.</p><p>Junchuang Technology said that this is mainly because the company actively deploys customers in the new energy automobile industry while maintaining stable cooperation with the original major customers SKF and Antonglin.</p><p>Thanks to the continuous expansion of the scale of the new energy vehicle industry, the sales scale of customers in the new energy vehicle industry continued to expand, and the sales scale of the Company to customers in this industry also increased accordingly.</p><p>However, while the revenue is rising, the gross profit margin of Junchuang Technology is declining year by year.</p><p>According to the prospectus of Junchuang Technology, in 2019, 2020 and 2021, the company's comprehensive gross profit margin was 35.30%, 29.62% and 22.56% respectively.</p><p><img src=\"https://static.tigerbbs.com/501e7cbc078a3e19137c3c4bdb3e4666\" tg-width=\"738\" tg-height=\"296\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>According to Junchuang Technology, this is mainly due to the gross profit margin of the company's automotive plastic parts declining year by year while maintaining a relatively stable sales proportion.</p><p><b>Relative concentration of major customers</b></p><p><b>Junchuang Technology</b>Our major customers are well-known domestic and overseas OEM manufacturers and their tier-one suppliers.</p><p>In 2019, 2020 and 2021, the Company's sales to the top five customers accounted for 91.29%, 85.93% and 86.57% of the operating income for the current period, respectively, with a high customer concentration.</p><p><img src=\"https://static.tigerbbs.com/15e4e553f683fde03e84f34ff912ff1e\" tg-width=\"714\" tg-height=\"272\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The prospectus said,<b>In the future, if major customers reduce their demand for the company's products or their cooperative relationship with the company undergoes adverse changes due to their own reasons or major adverse changes in the macroeconomic environment, and the company is unable to expand other new customers in time, it will adversely affect the company's operating results.</b></p><p><b>4 more new shares next week</b></p><p>According to the arrangement of new share issuance, there will be four new shares issued in A shares this week, each with its own bright spots.</p><p>The specific issuance is as follows:</p><p><b>Photo: Information on the subscription of new A shares from May 9th to May 13th</b></p><p><img src=\"https://static.tigerbbs.com/83deb4624116f47c0ddbee3c7ed5bf46\" tg-width=\"1184\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Sunshine Dairy</b>: Research and development, production and sales of dairy products and dairy beverages.</p><p><b>Lianxiang Shares</b>: Mainly engaged in the research and development, design, production and sales of wall coverings.</p><p><b>Xinhuike</b>: Research and development, production and sales of intelligent control technology application products, and distribution of semiconductor components in the field of household appliances.</p><p><b>STEWELL</b>: R&D, design and sales of high-performance CMOS image sensor chips</p><p></body></html></p>","source":"highlight_wallstreetcn","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>\"Big Meat Stickers\" Candidates on the Shelves, Another Tesla Supplier to Issue New Shares Next Week</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; 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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\">\n\"Big Meat Stickers\" Candidates on the Shelves, Another Tesla Supplier to Issue New Shares Next Week\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-05-08 21:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Since the beginning of this year, frequent breaks have become the \"normal\" of new share issuance, but the \"zero break\" record of the main board and the North Stock Exchange has not been broken.</p><p>choice shows that only one new A-share stock was listed this week, which is a main board stock, and won a daily limit on the first day of listing.</p><p>After Section 5.1, the pace of new A-share issuance has not accelerated significantly.</p><p>According to the new share issuance arrangement, five new shares will be listed next week, one of which is on the Science and Technology Innovation Board, two main board stocks and two on the North Stock Exchange.</p><p>Among these five new stocks, the higher concern at present is the upcoming issuance of Junchuang Technology on the North Stock Exchange.</p><p><b>Tesla as No. 1 Customer</b></p><p>Junchuang Technology is an auto parts manufacturer. The company takes the R&D, production and sales of auto parts as its core business, and provides parts products for automobile manufacturers and their parts manufacturers.</p><p>Junchuang Technology's main products cover automotive plastic parts, molds, automotive metal parts, etc.</p><p>Under the background of \"replacing steel with plastic\", Junchuang Technology has established long-term and stable cooperative relations with many internationally renowned enterprises by providing automobile plastic parts with more usable value to cater to the development trend of \"lightweight automobile\".</p><p>Currently, the customers served by Junchuang Technology include<b>Tesla, global bearing giant SKF, Antonglin and Aptiv, the world's top 100 auto parts companies, and Quanta Group and Pegatron, the world's top 500 companies</b>Etc.</p><p><img src=\"https://static.tigerbbs.com/24167ecfc412cf1cf7427961877c6f8e\" tg-width=\"955\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>From the perspective of business extension, the automakers directly or indirectly served by the company include European and American brands such as Tesla, Ford, Jaguar Land Rover, General Motors and Volkswagen, Japanese brands such as Nissan and Toyota, and domestic independent brands such as Geely and BYD.</p><p><b>Revenue doubles in 2021</b></p><p>According to the financial report, Junchuang Technology's total operating income from 2018 to 2021 was 137 million yuan, 156 million yuan, 170 million yuan and 345 million yuan respectively, and its net profit was 25 million yuan, 19.79 million yuan, 21.02 million yuan and 28.06 million yuan respectively. Obviously, in 2021, Junchuang Technology's performance improved by leaps and bounds, with revenue increasing by 93% year-on-year and net profit attributable to the parent company increasing by 33% year-on-year.</p><p>Junchuang Technology said that this is mainly because the company actively deploys customers in the new energy automobile industry while maintaining stable cooperation with the original major customers SKF and Antonglin.</p><p>Thanks to the continuous expansion of the scale of the new energy vehicle industry, the sales scale of customers in the new energy vehicle industry continued to expand, and the sales scale of the Company to customers in this industry also increased accordingly.</p><p>However, while the revenue is rising, the gross profit margin of Junchuang Technology is declining year by year.</p><p>According to the prospectus of Junchuang Technology, in 2019, 2020 and 2021, the company's comprehensive gross profit margin was 35.30%, 29.62% and 22.56% respectively.</p><p><img src=\"https://static.tigerbbs.com/501e7cbc078a3e19137c3c4bdb3e4666\" tg-width=\"738\" tg-height=\"296\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>According to Junchuang Technology, this is mainly due to the gross profit margin of the company's automotive plastic parts declining year by year while maintaining a relatively stable sales proportion.</p><p><b>Relative concentration of major customers</b></p><p><b>Junchuang Technology</b>Our major customers are well-known domestic and overseas OEM manufacturers and their tier-one suppliers.</p><p>In 2019, 2020 and 2021, the Company's sales to the top five customers accounted for 91.29%, 85.93% and 86.57% of the operating income for the current period, respectively, with a high customer concentration.</p><p><img src=\"https://static.tigerbbs.com/15e4e553f683fde03e84f34ff912ff1e\" tg-width=\"714\" tg-height=\"272\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The prospectus said,<b>In the future, if major customers reduce their demand for the company's products or their cooperative relationship with the company undergoes adverse changes due to their own reasons or major adverse changes in the macroeconomic environment, and the company is unable to expand other new customers in time, it will adversely affect the company's operating results.</b></p><p><b>4 more new shares next week</b></p><p>According to the arrangement of new share issuance, there will be four new shares issued in A shares this week, each with its own bright spots.</p><p>The specific issuance is as follows:</p><p><b>Photo: Information on the subscription of new A shares from May 9th to May 13th</b></p><p><img src=\"https://static.tigerbbs.com/83deb4624116f47c0ddbee3c7ed5bf46\" tg-width=\"1184\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Sunshine Dairy</b>: Research and development, production and sales of dairy products and dairy beverages.</p><p><b>Lianxiang Shares</b>: Mainly engaged in the research and development, design, production and sales of wall coverings.</p><p><b>Xinhuike</b>: Research and development, production and sales of intelligent control technology application products, and distribution of semiconductor components in the field of household appliances.</p><p><b>STEWELL</b>: R&D, design and sales of high-performance CMOS image sensor chips</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3658791\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3658791","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1166242100","content_text":"今年以来，频繁破发成了新股发行“常态”，但主板、北交所的“零破发”记录却仍未被破。choice显示，本周A股仅有一只新股上市，为主板个股，上市首日拿下1个涨停。5.1节过后，A股新股发行节奏未见明显加快。根据新股发行安排，下周有5只新股将上新，其中1只在科创板，为2只主板股，2只在北交所。这五只新股中，目前关注的较高的是即将在北交所发行骏创科技。特斯拉为第一大客户骏创科技是一家汽车零部件生产企业，公司以汽车零部件的研发、生产、销售为核心业务，为汽车制造商及其零部件制造商等提供零部件产品。骏创科技的主要产品涵盖汽车塑料零部件、模具、汽车金属零部件等。在“以塑代钢”的背景下，骏创科技以提供更具使用价值的汽车塑料零部件以迎合“汽车轻量化”的发展趋势，与多家国际知名企业建立了长期稳定的合作关系。目前，骏创科技服务的客户包括特斯拉、全球轴承巨头斯凯孚、全球汽车零部件百强企业安通林及安波福、世界五百强企业广达集团及和硕联合等。从业务延伸角度看，该公司直接或间接服务的汽车制造商涵盖特斯拉、福特、捷豹路虎、通用、大众等欧美品牌，日产、丰田等日系品牌，以及吉利、比亚迪等国产自主品牌。2021年营收翻倍财报显示，骏创科技2018年至2021年的营业总收入分别为1.37亿元、1.56亿元、1.70亿元、3.45亿元，净利润分别为2500万元、1979万元、2102万元、2806万元。明显而易见，2021年骏创科技的业绩突飞猛进，营收同比增93%，归母净利润同比增33%。骏创科技表示，这主要是因为公司在与原有大客户斯凯孚和安通林等保持稳定合作的同时，积极布局新能源汽车行业客户。得益于新能源汽车产业规模的不断扩张，新能源汽车产业客户销售规模不断扩大，公司对该行业客户的销售规模亦相应增长。不过，在营收上升的同时，骏创科技毛利率在逐年下降。骏创科技招股书显示，2019年、2020年、2021年，公司综合毛利率水平分别为35.30%、29.62%以及22.56%。骏创科技称，这主要系公司汽车塑料零部件在保持销售占比相对稳定的情况下，毛利率逐年下滑。主要客户相对集中骏创科技的主要客户为国内外知名整车制造商及其一级供应商。2019年度、2020年度和2021年度，公司向前五名客户销售额占当期营业收入的比例分别为91.29%、85.93%和86.57%，客户集中度较高。招股书称，未来如果主要客户由于自身原因或宏观经济环境的重大不利变化减少对公司产品的需求或与公司的合作关系发生不利变化，而公司又不能及时拓展其他新的客户，将会对公司的经营业绩产生不利影响。下周还有4只新股根据新股发行安排，本周A股将还有4只新股发行，也是各有亮点。具体发行情况如下：附图：5月9日-5月13日A股新股申购信息阳光乳业：乳制品及乳饮料的研发、生产和销售。联翔股份：主要从事墙布的研发、设计、生产与销售业务。鑫汇科：智能控制技术应用产品的研发、生产和销售，以及家用电器领域的半导体元件分销。思特威：高性能CMOS图像传感器芯片的研发、设计和销售","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062156121,"gmtCreate":1652032182563,"gmtModify":1676535015933,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062156121","repostId":"1166242100","repostType":4,"repost":{"id":"1166242100","kind":"news","pubTimestamp":1652016485,"share":"https://ttm.financial/m/news/1166242100?lang=en_US&edition=fundamental","pubTime":"2022-05-08 21:28","market":"sh","language":"zh","title":"\"Big Meat Stickers\" Candidates on the Shelves, Another Tesla Supplier to Issue New Shares Next Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1166242100","media":"华尔街见闻","summary":"今年以来，频繁破发成了新股发行“常态”，但主板、北交所的“零破发”记录却仍未被破。choice显示，本周A股仅有一只新股上市，为主板个股，上市首日拿下1个涨停。5.1节过后，A股新股发行节奏未见明显加","content":"<p><html><head></head><body>Since the beginning of this year, frequent breaks have become the \"normal\" of new share issuance, but the \"zero break\" record of the main board and the North Stock Exchange has not been broken.</p><p>choice shows that only one new A-share stock was listed this week, which is a main board stock, and won a daily limit on the first day of listing.</p><p>After Section 5.1, the pace of new A-share issuance has not accelerated significantly.</p><p>According to the new share issuance arrangement, five new shares will be listed next week, one of which is on the Science and Technology Innovation Board, two main board stocks and two on the North Stock Exchange.</p><p>Among these five new stocks, the higher concern at present is the upcoming issuance of Junchuang Technology on the North Stock Exchange.</p><p><b>Tesla as No. 1 Customer</b></p><p>Junchuang Technology is an auto parts manufacturer. The company takes the R&D, production and sales of auto parts as its core business, and provides parts products for automobile manufacturers and their parts manufacturers.</p><p>Junchuang Technology's main products cover automotive plastic parts, molds, automotive metal parts, etc.</p><p>Under the background of \"replacing steel with plastic\", Junchuang Technology has established long-term and stable cooperative relations with many internationally renowned enterprises by providing automobile plastic parts with more usable value to cater to the development trend of \"lightweight automobile\".</p><p>Currently, the customers served by Junchuang Technology include<b>Tesla, global bearing giant SKF, Antonglin and Aptiv, the world's top 100 auto parts companies, and Quanta Group and Pegatron, the world's top 500 companies</b>Etc.</p><p><img src=\"https://static.tigerbbs.com/24167ecfc412cf1cf7427961877c6f8e\" tg-width=\"955\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>From the perspective of business extension, the automakers directly or indirectly served by the company include European and American brands such as Tesla, Ford, Jaguar Land Rover, General Motors and Volkswagen, Japanese brands such as Nissan and Toyota, and domestic independent brands such as Geely and BYD.</p><p><b>Revenue doubles in 2021</b></p><p>According to the financial report, Junchuang Technology's total operating income from 2018 to 2021 was 137 million yuan, 156 million yuan, 170 million yuan and 345 million yuan respectively, and its net profit was 25 million yuan, 19.79 million yuan, 21.02 million yuan and 28.06 million yuan respectively. Obviously, in 2021, Junchuang Technology's performance improved by leaps and bounds, with revenue increasing by 93% year-on-year and net profit attributable to the parent company increasing by 33% year-on-year.</p><p>Junchuang Technology said that this is mainly because the company actively deploys customers in the new energy automobile industry while maintaining stable cooperation with the original major customers SKF and Antonglin.</p><p>Thanks to the continuous expansion of the scale of the new energy vehicle industry, the sales scale of customers in the new energy vehicle industry continued to expand, and the sales scale of the Company to customers in this industry also increased accordingly.</p><p>However, while the revenue is rising, the gross profit margin of Junchuang Technology is declining year by year.</p><p>According to the prospectus of Junchuang Technology, in 2019, 2020 and 2021, the company's comprehensive gross profit margin was 35.30%, 29.62% and 22.56% respectively.</p><p><img src=\"https://static.tigerbbs.com/501e7cbc078a3e19137c3c4bdb3e4666\" tg-width=\"738\" tg-height=\"296\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>According to Junchuang Technology, this is mainly due to the gross profit margin of the company's automotive plastic parts declining year by year while maintaining a relatively stable sales proportion.</p><p><b>Relative concentration of major customers</b></p><p><b>Junchuang Technology</b>Our major customers are well-known domestic and overseas OEM manufacturers and their tier-one suppliers.</p><p>In 2019, 2020 and 2021, the Company's sales to the top five customers accounted for 91.29%, 85.93% and 86.57% of the operating income for the current period, respectively, with a high customer concentration.</p><p><img src=\"https://static.tigerbbs.com/15e4e553f683fde03e84f34ff912ff1e\" tg-width=\"714\" tg-height=\"272\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The prospectus said,<b>In the future, if major customers reduce their demand for the company's products or their cooperative relationship with the company undergoes adverse changes due to their own reasons or major adverse changes in the macroeconomic environment, and the company is unable to expand other new customers in time, it will adversely affect the company's operating results.</b></p><p><b>4 more new shares next week</b></p><p>According to the arrangement of new share issuance, there will be four new shares issued in A shares this week, each with its own bright spots.</p><p>The specific issuance is as follows:</p><p><b>Photo: Information on the subscription of new A shares from May 9th to May 13th</b></p><p><img src=\"https://static.tigerbbs.com/83deb4624116f47c0ddbee3c7ed5bf46\" tg-width=\"1184\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Sunshine Dairy</b>: Research and development, production and sales of dairy products and dairy beverages.</p><p><b>Lianxiang Shares</b>: Mainly engaged in the research and development, design, production and sales of wall coverings.</p><p><b>Xinhuike</b>: Research and development, production and sales of intelligent control technology application products, and distribution of semiconductor components in the field of household appliances.</p><p><b>STEWELL</b>: R&D, design and sales of high-performance CMOS image sensor chips</p><p></body></html></p>","source":"highlight_wallstreetcn","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>\"Big Meat Stickers\" Candidates on the Shelves, Another Tesla Supplier to Issue New Shares Next Week</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\">\n\"Big Meat Stickers\" Candidates on the Shelves, Another Tesla Supplier to Issue New Shares Next Week\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-05-08 21:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Since the beginning of this year, frequent breaks have become the \"normal\" of new share issuance, but the \"zero break\" record of the main board and the North Stock Exchange has not been broken.</p><p>choice shows that only one new A-share stock was listed this week, which is a main board stock, and won a daily limit on the first day of listing.</p><p>After Section 5.1, the pace of new A-share issuance has not accelerated significantly.</p><p>According to the new share issuance arrangement, five new shares will be listed next week, one of which is on the Science and Technology Innovation Board, two main board stocks and two on the North Stock Exchange.</p><p>Among these five new stocks, the higher concern at present is the upcoming issuance of Junchuang Technology on the North Stock Exchange.</p><p><b>Tesla as No. 1 Customer</b></p><p>Junchuang Technology is an auto parts manufacturer. The company takes the R&D, production and sales of auto parts as its core business, and provides parts products for automobile manufacturers and their parts manufacturers.</p><p>Junchuang Technology's main products cover automotive plastic parts, molds, automotive metal parts, etc.</p><p>Under the background of \"replacing steel with plastic\", Junchuang Technology has established long-term and stable cooperative relations with many internationally renowned enterprises by providing automobile plastic parts with more usable value to cater to the development trend of \"lightweight automobile\".</p><p>Currently, the customers served by Junchuang Technology include<b>Tesla, global bearing giant SKF, Antonglin and Aptiv, the world's top 100 auto parts companies, and Quanta Group and Pegatron, the world's top 500 companies</b>Etc.</p><p><img src=\"https://static.tigerbbs.com/24167ecfc412cf1cf7427961877c6f8e\" tg-width=\"955\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>From the perspective of business extension, the automakers directly or indirectly served by the company include European and American brands such as Tesla, Ford, Jaguar Land Rover, General Motors and Volkswagen, Japanese brands such as Nissan and Toyota, and domestic independent brands such as Geely and BYD.</p><p><b>Revenue doubles in 2021</b></p><p>According to the financial report, Junchuang Technology's total operating income from 2018 to 2021 was 137 million yuan, 156 million yuan, 170 million yuan and 345 million yuan respectively, and its net profit was 25 million yuan, 19.79 million yuan, 21.02 million yuan and 28.06 million yuan respectively. Obviously, in 2021, Junchuang Technology's performance improved by leaps and bounds, with revenue increasing by 93% year-on-year and net profit attributable to the parent company increasing by 33% year-on-year.</p><p>Junchuang Technology said that this is mainly because the company actively deploys customers in the new energy automobile industry while maintaining stable cooperation with the original major customers SKF and Antonglin.</p><p>Thanks to the continuous expansion of the scale of the new energy vehicle industry, the sales scale of customers in the new energy vehicle industry continued to expand, and the sales scale of the Company to customers in this industry also increased accordingly.</p><p>However, while the revenue is rising, the gross profit margin of Junchuang Technology is declining year by year.</p><p>According to the prospectus of Junchuang Technology, in 2019, 2020 and 2021, the company's comprehensive gross profit margin was 35.30%, 29.62% and 22.56% respectively.</p><p><img src=\"https://static.tigerbbs.com/501e7cbc078a3e19137c3c4bdb3e4666\" tg-width=\"738\" tg-height=\"296\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>According to Junchuang Technology, this is mainly due to the gross profit margin of the company's automotive plastic parts declining year by year while maintaining a relatively stable sales proportion.</p><p><b>Relative concentration of major customers</b></p><p><b>Junchuang Technology</b>Our major customers are well-known domestic and overseas OEM manufacturers and their tier-one suppliers.</p><p>In 2019, 2020 and 2021, the Company's sales to the top five customers accounted for 91.29%, 85.93% and 86.57% of the operating income for the current period, respectively, with a high customer concentration.</p><p><img src=\"https://static.tigerbbs.com/15e4e553f683fde03e84f34ff912ff1e\" tg-width=\"714\" tg-height=\"272\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The prospectus said,<b>In the future, if major customers reduce their demand for the company's products or their cooperative relationship with the company undergoes adverse changes due to their own reasons or major adverse changes in the macroeconomic environment, and the company is unable to expand other new customers in time, it will adversely affect the company's operating results.</b></p><p><b>4 more new shares next week</b></p><p>According to the arrangement of new share issuance, there will be four new shares issued in A shares this week, each with its own bright spots.</p><p>The specific issuance is as follows:</p><p><b>Photo: Information on the subscription of new A shares from May 9th to May 13th</b></p><p><img src=\"https://static.tigerbbs.com/83deb4624116f47c0ddbee3c7ed5bf46\" tg-width=\"1184\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Sunshine Dairy</b>: Research and development, production and sales of dairy products and dairy beverages.</p><p><b>Lianxiang Shares</b>: Mainly engaged in the research and development, design, production and sales of wall coverings.</p><p><b>Xinhuike</b>: Research and development, production and sales of intelligent control technology application products, and distribution of semiconductor components in the field of household appliances.</p><p><b>STEWELL</b>: R&D, design and sales of high-performance CMOS image sensor chips</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3658791\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3658791","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1166242100","content_text":"今年以来，频繁破发成了新股发行“常态”，但主板、北交所的“零破发”记录却仍未被破。choice显示，本周A股仅有一只新股上市，为主板个股，上市首日拿下1个涨停。5.1节过后，A股新股发行节奏未见明显加快。根据新股发行安排，下周有5只新股将上新，其中1只在科创板，为2只主板股，2只在北交所。这五只新股中，目前关注的较高的是即将在北交所发行骏创科技。特斯拉为第一大客户骏创科技是一家汽车零部件生产企业，公司以汽车零部件的研发、生产、销售为核心业务，为汽车制造商及其零部件制造商等提供零部件产品。骏创科技的主要产品涵盖汽车塑料零部件、模具、汽车金属零部件等。在“以塑代钢”的背景下，骏创科技以提供更具使用价值的汽车塑料零部件以迎合“汽车轻量化”的发展趋势，与多家国际知名企业建立了长期稳定的合作关系。目前，骏创科技服务的客户包括特斯拉、全球轴承巨头斯凯孚、全球汽车零部件百强企业安通林及安波福、世界五百强企业广达集团及和硕联合等。从业务延伸角度看，该公司直接或间接服务的汽车制造商涵盖特斯拉、福特、捷豹路虎、通用、大众等欧美品牌，日产、丰田等日系品牌，以及吉利、比亚迪等国产自主品牌。2021年营收翻倍财报显示，骏创科技2018年至2021年的营业总收入分别为1.37亿元、1.56亿元、1.70亿元、3.45亿元，净利润分别为2500万元、1979万元、2102万元、2806万元。明显而易见，2021年骏创科技的业绩突飞猛进，营收同比增93%，归母净利润同比增33%。骏创科技表示，这主要是因为公司在与原有大客户斯凯孚和安通林等保持稳定合作的同时，积极布局新能源汽车行业客户。得益于新能源汽车产业规模的不断扩张，新能源汽车产业客户销售规模不断扩大，公司对该行业客户的销售规模亦相应增长。不过，在营收上升的同时，骏创科技毛利率在逐年下降。骏创科技招股书显示，2019年、2020年、2021年，公司综合毛利率水平分别为35.30%、29.62%以及22.56%。骏创科技称，这主要系公司汽车塑料零部件在保持销售占比相对稳定的情况下，毛利率逐年下滑。主要客户相对集中骏创科技的主要客户为国内外知名整车制造商及其一级供应商。2019年度、2020年度和2021年度，公司向前五名客户销售额占当期营业收入的比例分别为91.29%、85.93%和86.57%，客户集中度较高。招股书称，未来如果主要客户由于自身原因或宏观经济环境的重大不利变化减少对公司产品的需求或与公司的合作关系发生不利变化，而公司又不能及时拓展其他新的客户，将会对公司的经营业绩产生不利影响。下周还有4只新股根据新股发行安排，本周A股将还有4只新股发行，也是各有亮点。具体发行情况如下：附图：5月9日-5月13日A股新股申购信息阳光乳业：乳制品及乳饮料的研发、生产和销售。联翔股份：主要从事墙布的研发、设计、生产与销售业务。鑫汇科：智能控制技术应用产品的研发、生产和销售，以及家用电器领域的半导体元件分销。思特威：高性能CMOS图像传感器芯片的研发、设计和销售","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":4277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061806957,"gmtCreate":1651593238710,"gmtModify":1676534932688,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061806957","repostId":"1171403459","repostType":4,"repost":{"id":"1171403459","kind":"news","pubTimestamp":1651591243,"share":"https://ttm.financial/m/news/1171403459?lang=en_US&edition=fundamental","pubTime":"2022-05-03 23:20","market":"sh","language":"zh","title":"Many \"Mao\" were shortlisted for brokerage gold stocks in May! Focus on two main lines in the market outlook (attached shares)","url":"https://stock-news.laohu8.com/highlight/detail?id=1171403459","media":"中国证券报","summary":"A股4月行情收官后，各大券商5月投资组合及策略观点日前陆续出炉。据不完全统计，截至5月3日，目前已有中信建投、国信证券、中国银河、华泰证券等21家券商发布了2022年5月投资组合，共推荐近160只A股","content":"<p><div>After the closing of the A-share market in April, the investment portfolios and strategic views of major securities firms in May were released one after another. According to incomplete statistics, as of May 3rd, 21 securities firms, including CITIC Construction Investment, Guosen Securities, China Galaxy and Huatai Securities, have released their investment portfolios in May 2022, recommending nearly 160 A-share and Hong Kong stock monthly gold stocks. Kweichow Moutai and \"Guanmao\" Oriental Fortune are the most optimistic. In addition, industry leaders such as \"Waterproof Mao\" and \"Duty Free Mao\" have also been jointly recommended by a number of securities firms. As for the market trend in May, the institution believes that the dawn has appeared, but it needs to wait patiently for the policy to exert its strength. On the whole, consolidation may still be the main factor. From...</p><p><a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">Web link</a></div></p>","source":"zgzqb","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>Many \"Mao\" were shortlisted for brokerage gold stocks in May! Focus on two main lines in the market outlook (attached shares)</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\">\nMany \"Mao\" were shortlisted for brokerage gold stocks in May! Focus on two main lines in the market outlook (attached shares)\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2022-05-03 23:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>After the closing of the A-share market in April, the investment portfolios and strategic views of major securities firms in May were released one after another. According to incomplete statistics, as of May 3rd, 21 securities firms, including CITIC Construction Investment, Guosen Securities, China Galaxy and Huatai Securities, have released their investment portfolios in May 2022, recommending nearly 160 A-share and Hong Kong stock monthly gold stocks. Kweichow Moutai and \"Guanmao\" Oriental Fortune are the most optimistic. In addition, industry leaders such as \"Waterproof Mao\" and \"Duty Free Mao\" have also been jointly recommended by a number of securities firms. As for the market trend in May, the institution believes that the dawn has appeared, but it needs to wait patiently for the policy to exert its strength. On the whole, consolidation may still be the main factor. From...</p><p><a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171403459","content_text":"A股4月行情收官后，各大券商5月投资组合及策略观点日前陆续出炉。据不完全统计，截至5月3日，目前已有中信建投、国信证券、中国银河、华泰证券等21家券商发布了2022年5月投资组合，共推荐近160只A股及港股月度金股，贵州茅台及“券茅”东方财富最受看好，此外，“防水茅”“免税茅”等行业龙头也获得多家券商联合推荐。对于5月市场行情走势，机构认为曙光已现，但需耐心等待政策发力，整体上或仍以盘整为主。从配置思路看，5月券商更青睐相对高景气的稳增长及消费方向。行业茅布局价值受推崇从已发布的报告看，贵州茅台是券商5月最看好的个股，公司获得了中国银河、开源证券、华泰证券、国联证券、平安证券、东北证券、山西证券共7家券商的联合推荐。2022年一季度贵州茅台归母净利润实现了23.6%的同比增幅，华泰证券认为，公司攻守兼备，短期疫情影响及宏观环境不确定背景下，公司依靠需求韧性和自身的经营改革深化，业绩增长有望逆势提速。长期看，公司优秀的品牌力和强大的定价权支撑发展动能仍足。“券茅”东方财富5月同样入围了7家券商的金股名单，推荐券商包括中信建投、中国银河、开源证券、东吴证券、东亚前海证券、华安证券、山西证券。中信建投认为，东方财富中长期受益于资本市场扩容与财富管理，整体业绩体现为向上弹性较大，向下弹性较低的特征，当前时点建议配置。券商5月推荐次数居前的金股中，有不少属于各行各业的“行业茅”，如“防水茅”东方雨虹、“免税茅”中国中免、“地茅”万科A、“猪茅”牧原股份；此外，“海运茅”中远海控、“奶茅”伊利股份、“光伏茅”隆基股份、“车茅”比亚迪等也获得部分券商推荐。券商5月推荐次数居前金股数据来源：券商研报从所属申万一级行业分布情况看，券商5月推荐金股属于食品饮料行业的最多，合计14只；属于机械设备、电力设备、电子三大行业个股分别有11只、10只、10只；基础化工、医药生物、计算机等行业“金股”分布也较为密集。21家券商5月金股名单数据来源：券商研报曙光已现 耐心等待政策发力“五一”假期后A股市场将如何演绎？目前，多数券商对5月行情仍持较为谨慎的态度。中国银河证券认为，国内疫情反复对于经济的影响是投资者主要的担忧之一，俄乌地缘冲突持续导致供给冲击带来的商品价格上涨的风险仍不可忽视。同时，5月初美联储第二次加息和缩表计划都大概率落地，外围的风险扰动虽仍在，但应该将关注点回归国内稳增长的情况。当前曙光已现，需耐心等待政策发力以及投资者预期和信心修复。光大证券认为，未来市场仍有一定压力，但积极因素的增加有望“稳住”市场：当前国内经济和A股盈利仍有一定压力，但国内疫情的缓和也有助于缓解市场的悲观情绪；另一方面，中央财经委会议强调全面加强基础设施建设，构建现代化基础设施体系，未来更多稳增长相关的政策或将出台。近期A股市场迎来超跌反弹，对此平安证券认为，主要受到近期疫情形势出现边际好转和支持政策加码落地的催化。不过，考虑到目前内需仍然偏弱，经济底大概率在二季度确认，更多实质性政策有待落地，A股市场5月预计整体仍以盘整为主。伴随着一季报披露完毕，山西证券认为市场有望重回结构性修复行情，但此次疫情对供应链的冲击较为明显，部分行业的预期修复仍有待业绩印证，海外紧缩周期后全球金融环境仍面临一定不确定性，或对市场风险偏好产生阶段性冲击。关注稳增长及消费方向对于后市配置，5月份，券商对于相对高景气的稳增长及消费方向关注度较高。光大证券认为，稳增长方向或将是资本市场最重要的主线之一，而历史上历次固定资产投资增速上行区间，“稳增长”相关板块均表现突出。看好传统基建方向的建筑、建材、银行、地产等行业，以及新基建方向的风电、光伏等行业。对于消费板块，东北证券认为，市场对于疫情的担忧已经有所缓解，后续在“科学防疫”政策以及数字化治理、特效药与疫苗的推行下，需求有望得到释放，酒店餐饮、旅游及景区、体育和餐饮等大众消费板块有望迎来边际改善。开源证券建议，投资者5月配置“六成进攻成长，四成防御价值”，具体看好三类方向：成长属性，包括“新半军”(新能源、半导体和军工)、高端制造业等产业链；疫情后修复，包括互联网物流平台，新能源汽车、半导体产业链修复等；食品饮料等必选消费方向。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":4206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083208925,"gmtCreate":1650118645861,"gmtModify":1676534650743,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083208925","repostId":"1171945540","repostType":4,"isVote":1,"tweetType":1,"viewCount":3726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094434308,"gmtCreate":1645201541543,"gmtModify":1676534008830,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094434308","repostId":"1157712278","repostType":4,"repost":{"id":"1157712278","kind":"news","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":1645065627,"share":"https://ttm.financial/m/news/1157712278?lang=en_US&edition=fundamental","pubTime":"2022-02-17 10:40","market":"us","language":"zh","title":"Reminder: U.S. stocks are closed for one day on February 21st due to Washington's birthday","url":"https://stock-news.laohu8.com/highlight/detail?id=1157712278","media":"老虎资讯综合","summary":"2月21日（周一）是美国的华盛顿诞辰纪念日，美国包括股市和债市在内的金融市场将休市一天。2月22日（周二）美股恢复正常交易。港股、A股、英股、澳股、新加坡照常开市。背景简介：华盛顿诞辰纪念日俗称总统日","content":"<p><html><head></head><body>February 21st (Monday) is the anniversary of Washington's birth in the United States, and the financial markets in the United States, including the stock market and bond market, will be closed for one day. On February 22nd (Tuesday), US stocks resumed normal trading.</p><p>Hong Kong stocks, A shares, British stocks, Australian stocks and Singapore opened as usual.</p><p><b>Background Introduction:</b></p><p>Washington's birth anniversary is commonly known as President's Day</p><p>A bill passed by the United States Congress in 1879 first decided to make Washington's birthday a federal holiday. The Monday Holiday Act, which came into effect in 1968, moved the anniversary of Washington's birth from February 22 to the third Monday in February. But, including this bill, there has been no law in the United States so far that officially changes the name \"Washington Birth Anniversary\" to what is now better known as \"President's Day.\" The civilian situation is different, with more and more Americans calling the third Monday in February \"President's Day\".</p><p>George-Washington Profile:</p><p><img src=\"https://static.tigerbbs.com/65cb9e79983f7b49037bed99be2c34a2\" tg-width=\"450\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>One of the most common portraits of George Washington</p><p>Washington, whose full name was George Washington (22 February 1732 – 14 December 1799), served as commander-in-chief of the Continental Army during the American Revolution from 1775 to 1783, became the first president of the United States in 1789 (and the first head of state in the world to bear the title of \"president\"), and won the unanimous support of the Electoral College in two successive presidential elections, and remained president of the United States until 1797.</p><p>In 1787 he presided over the United States Constitutional Convention, which laid out the basic framework of the present United States Constitution. He established many of the policies and traditions of the United States that continue to this day during his two terms. At the end of his two terms, he voluntarily relinquished his power for no renewal, establishing the American tradition of serving no more than two terms.</p><p>Washington then returned to civilian life and lived in seclusion at the Mount Vernon estate. Since he played the most important role in the American Revolution and the founding of the nation, Washington is often referred to as the Founding Father of the United States. Most American scholars generally rank him as one of the greatest presidents in American history alongside Abraham Lincoln.</p><p></body></html></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>Reminder: U.S. stocks are closed for one day on February 21st due to Washington's birthday</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\">\nReminder: U.S. stocks are closed for one day on February 21st due to Washington's birthday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2022-02-17 10:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>February 21st (Monday) is the anniversary of Washington's birth in the United States, and the financial markets in the United States, including the stock market and bond market, will be closed for one day. On February 22nd (Tuesday), US stocks resumed normal trading.</p><p>Hong Kong stocks, A shares, British stocks, Australian stocks and Singapore opened as usual.</p><p><b>Background Introduction:</b></p><p>Washington's birth anniversary is commonly known as President's Day</p><p>A bill passed by the United States Congress in 1879 first decided to make Washington's birthday a federal holiday. The Monday Holiday Act, which came into effect in 1968, moved the anniversary of Washington's birth from February 22 to the third Monday in February. But, including this bill, there has been no law in the United States so far that officially changes the name \"Washington Birth Anniversary\" to what is now better known as \"President's Day.\" The civilian situation is different, with more and more Americans calling the third Monday in February \"President's Day\".</p><p>George-Washington Profile:</p><p><img src=\"https://static.tigerbbs.com/65cb9e79983f7b49037bed99be2c34a2\" tg-width=\"450\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>One of the most common portraits of George Washington</p><p>Washington, whose full name was George Washington (22 February 1732 – 14 December 1799), served as commander-in-chief of the Continental Army during the American Revolution from 1775 to 1783, became the first president of the United States in 1789 (and the first head of state in the world to bear the title of \"president\"), and won the unanimous support of the Electoral College in two successive presidential elections, and remained president of the United States until 1797.</p><p>In 1787 he presided over the United States Constitutional Convention, which laid out the basic framework of the present United States Constitution. He established many of the policies and traditions of the United States that continue to this day during his two terms. At the end of his two terms, he voluntarily relinquished his power for no renewal, establishing the American tradition of serving no more than two terms.</p><p>Washington then returned to civilian life and lived in seclusion at the Mount Vernon estate. Since he played the most important role in the American Revolution and the founding of the nation, Washington is often referred to as the Founding Father of the United States. Most American scholars generally rank him as one of the greatest presidents in American history alongside Abraham Lincoln.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65cb9e79983f7b49037bed99be2c34a2","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157712278","content_text":"2月21日（周一）是美国的华盛顿诞辰纪念日，美国包括股市和债市在内的金融市场将休市一天。2月22日（周二）美股恢复正常交易。港股、A股、英股、澳股、新加坡照常开市。背景简介：华盛顿诞辰纪念日俗称总统日1879年美国国会通过的一项法案首次决定将华盛顿诞辰列为联邦节日。1968年生效的《周一节假日法》则将华盛顿诞辰纪念日从每年的2月22日移到2月的第3个周一。但是，包括这一法案在内，美国迄今没有任何法律规定将“华盛顿诞辰纪念日”这一名称正式改为现在更为人所知的“总统日”。民间情况则有所不同，越来越多的美国人已将2月的第3个周一称为“总统日”。乔治-华盛顿简介：乔治-华盛顿最为常见的画像之一华盛顿全名乔治-华盛顿（英文George Washington，1732年2月22日-1799年12月14日），1775至1783年美国独立战争时他任大陆军总司令，1789年成为美国第一任总统（同时也成为全世界首位以“总统”为称号的国家元首），在接连两次总统选举中他都获得了全体选举团无异议的一致支持，一直担任美国总统直至1797年。1787年他主持美国制宪会议，制定了现在美国宪法的基本框架。他在两届任期中设立了美国许多延续至今的政策和传统。两届任期结束后，他自愿放弃权力不再续任，确立了美国总统任期不超过两届的传统。此后华盛顿回复平民生活，隐居在弗农山庄园。由于他在美国独立战争和建国过程中扮演了最重要角色，华盛顿通常被称为美国国父。美国多数学者一般将他和亚伯拉罕-林肯等并列为美国历史上最伟大的总统之一。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":4170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889723492,"gmtCreate":1631180874716,"gmtModify":1676530489141,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889723492","repostId":"1122240732","repostType":2,"isVote":1,"tweetType":1,"viewCount":3493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379586389,"gmtCreate":1618762895941,"gmtModify":1704714670535,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"themes":[],"htmlText":"Why?","listText":"Why?","text":"Why?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/379586389","repostId":"2128850539","repostType":2,"repost":{"id":"2128850539","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1618730905,"share":"https://ttm.financial/m/news/2128850539?lang=en_US&edition=fundamental","pubTime":"2021-04-18 15:28","language":"en","title":"NASDAQ TRADE HALT CONTINUES    REASON NOT AVAILABLE AT 03:28 AM","url":"https://stock-news.laohu8.com/highlight/detail?id=2128850539","media":"Reuters","summary":"NASDAQ TRADE HALT CONTINUES    REASON NOT AVAILABLE AT 03:28 AM","content":"<html><body><p>NASDAQ TRADE HALT CONTINUES    REASON NOT AVAILABLE AT 03:28 AM</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>NASDAQ TRADE HALT CONTINUES    REASON NOT AVAILABLE AT 03:28 AM</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nNASDAQ TRADE HALT CONTINUES    REASON NOT AVAILABLE AT 03:28 AM\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-18 15:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>NASDAQ TRADE HALT CONTINUES    REASON NOT AVAILABLE AT 03:28 AM</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PSQ":"做空纳斯达克100指数ETF-ProShares","NDAQ":"纳斯达克OMX交易所","QQQ":"纳指100ETF","KZA.AU":"Kazia Therapeutics",".IXIC":"NASDAQ Composite","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","KZIA":"Kazia Therapeutics Limited","SQQQ":"纳指三倍做空ETF","QID":"两倍做空纳斯达克指数ETF-ProShares"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128850539","content_text":"NASDAQ TRADE HALT CONTINUES    REASON NOT AVAILABLE AT 03:28 AM","news_type":1,"symbols_score_info":{"PSQ":0.6,"KZA.AU":0.9,"MNQmain":0.6,"QLD":0.6,"QQQ":0.6,".IXIC":1,"SQQQ":0.6,"QID":0.6,"TQQQ":0.6,"KZIA":0.9,"NQmain":0.6,"NDAQ":1}},"isVote":1,"tweetType":1,"viewCount":5357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9061806957,"gmtCreate":1651593238710,"gmtModify":1676534932688,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061806957","repostId":"1171403459","repostType":4,"repost":{"id":"1171403459","kind":"news","pubTimestamp":1651591243,"share":"https://ttm.financial/m/news/1171403459?lang=en_US&edition=fundamental","pubTime":"2022-05-03 23:20","market":"sh","language":"zh","title":"Many \"Mao\" were shortlisted for brokerage gold stocks in May! Focus on two main lines in the market outlook (attached shares)","url":"https://stock-news.laohu8.com/highlight/detail?id=1171403459","media":"中国证券报","summary":"A股4月行情收官后，各大券商5月投资组合及策略观点日前陆续出炉。据不完全统计，截至5月3日，目前已有中信建投、国信证券、中国银河、华泰证券等21家券商发布了2022年5月投资组合，共推荐近160只A股","content":"<p><div>After the closing of the A-share market in April, the investment portfolios and strategic views of major securities firms in May were released one after another. According to incomplete statistics, as of May 3rd, 21 securities firms, including CITIC Construction Investment, Guosen Securities, China Galaxy and Huatai Securities, have released their investment portfolios in May 2022, recommending nearly 160 A-share and Hong Kong stock monthly gold stocks. Kweichow Moutai and \"Guanmao\" Oriental Fortune are the most optimistic. In addition, industry leaders such as \"Waterproof Mao\" and \"Duty Free Mao\" have also been jointly recommended by a number of securities firms. As for the market trend in May, the institution believes that the dawn has appeared, but it needs to wait patiently for the policy to exert its strength. On the whole, consolidation may still be the main factor. From...</p><p><a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">Web link</a></div></p>","source":"zgzqb","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>Many \"Mao\" were shortlisted for brokerage gold stocks in May! Focus on two main lines in the market outlook (attached shares)</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\">\nMany \"Mao\" were shortlisted for brokerage gold stocks in May! Focus on two main lines in the market outlook (attached shares)\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2022-05-03 23:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>After the closing of the A-share market in April, the investment portfolios and strategic views of major securities firms in May were released one after another. According to incomplete statistics, as of May 3rd, 21 securities firms, including CITIC Construction Investment, Guosen Securities, China Galaxy and Huatai Securities, have released their investment portfolios in May 2022, recommending nearly 160 A-share and Hong Kong stock monthly gold stocks. Kweichow Moutai and \"Guanmao\" Oriental Fortune are the most optimistic. In addition, industry leaders such as \"Waterproof Mao\" and \"Duty Free Mao\" have also been jointly recommended by a number of securities firms. As for the market trend in May, the institution believes that the dawn has appeared, but it needs to wait patiently for the policy to exert its strength. On the whole, consolidation may still be the main factor. From...</p><p><a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171403459","content_text":"A股4月行情收官后，各大券商5月投资组合及策略观点日前陆续出炉。据不完全统计，截至5月3日，目前已有中信建投、国信证券、中国银河、华泰证券等21家券商发布了2022年5月投资组合，共推荐近160只A股及港股月度金股，贵州茅台及“券茅”东方财富最受看好，此外，“防水茅”“免税茅”等行业龙头也获得多家券商联合推荐。对于5月市场行情走势，机构认为曙光已现，但需耐心等待政策发力，整体上或仍以盘整为主。从配置思路看，5月券商更青睐相对高景气的稳增长及消费方向。行业茅布局价值受推崇从已发布的报告看，贵州茅台是券商5月最看好的个股，公司获得了中国银河、开源证券、华泰证券、国联证券、平安证券、东北证券、山西证券共7家券商的联合推荐。2022年一季度贵州茅台归母净利润实现了23.6%的同比增幅，华泰证券认为，公司攻守兼备，短期疫情影响及宏观环境不确定背景下，公司依靠需求韧性和自身的经营改革深化，业绩增长有望逆势提速。长期看，公司优秀的品牌力和强大的定价权支撑发展动能仍足。“券茅”东方财富5月同样入围了7家券商的金股名单，推荐券商包括中信建投、中国银河、开源证券、东吴证券、东亚前海证券、华安证券、山西证券。中信建投认为，东方财富中长期受益于资本市场扩容与财富管理，整体业绩体现为向上弹性较大，向下弹性较低的特征，当前时点建议配置。券商5月推荐次数居前的金股中，有不少属于各行各业的“行业茅”，如“防水茅”东方雨虹、“免税茅”中国中免、“地茅”万科A、“猪茅”牧原股份；此外，“海运茅”中远海控、“奶茅”伊利股份、“光伏茅”隆基股份、“车茅”比亚迪等也获得部分券商推荐。券商5月推荐次数居前金股数据来源：券商研报从所属申万一级行业分布情况看，券商5月推荐金股属于食品饮料行业的最多，合计14只；属于机械设备、电力设备、电子三大行业个股分别有11只、10只、10只；基础化工、医药生物、计算机等行业“金股”分布也较为密集。21家券商5月金股名单数据来源：券商研报曙光已现 耐心等待政策发力“五一”假期后A股市场将如何演绎？目前，多数券商对5月行情仍持较为谨慎的态度。中国银河证券认为，国内疫情反复对于经济的影响是投资者主要的担忧之一，俄乌地缘冲突持续导致供给冲击带来的商品价格上涨的风险仍不可忽视。同时，5月初美联储第二次加息和缩表计划都大概率落地，外围的风险扰动虽仍在，但应该将关注点回归国内稳增长的情况。当前曙光已现，需耐心等待政策发力以及投资者预期和信心修复。光大证券认为，未来市场仍有一定压力，但积极因素的增加有望“稳住”市场：当前国内经济和A股盈利仍有一定压力，但国内疫情的缓和也有助于缓解市场的悲观情绪；另一方面，中央财经委会议强调全面加强基础设施建设，构建现代化基础设施体系，未来更多稳增长相关的政策或将出台。近期A股市场迎来超跌反弹，对此平安证券认为，主要受到近期疫情形势出现边际好转和支持政策加码落地的催化。不过，考虑到目前内需仍然偏弱，经济底大概率在二季度确认，更多实质性政策有待落地，A股市场5月预计整体仍以盘整为主。伴随着一季报披露完毕，山西证券认为市场有望重回结构性修复行情，但此次疫情对供应链的冲击较为明显，部分行业的预期修复仍有待业绩印证，海外紧缩周期后全球金融环境仍面临一定不确定性，或对市场风险偏好产生阶段性冲击。关注稳增长及消费方向对于后市配置，5月份，券商对于相对高景气的稳增长及消费方向关注度较高。光大证券认为，稳增长方向或将是资本市场最重要的主线之一，而历史上历次固定资产投资增速上行区间，“稳增长”相关板块均表现突出。看好传统基建方向的建筑、建材、银行、地产等行业，以及新基建方向的风电、光伏等行业。对于消费板块，东北证券认为，市场对于疫情的担忧已经有所缓解，后续在“科学防疫”政策以及数字化治理、特效药与疫苗的推行下，需求有望得到释放，酒店餐饮、旅游及景区、体育和餐饮等大众消费板块有望迎来边际改善。开源证券建议，投资者5月配置“六成进攻成长，四成防御价值”，具体看好三类方向：成长属性，包括“新半军”(新能源、半导体和军工)、高端制造业等产业链；疫情后修复，包括互联网物流平台，新能源汽车、半导体产业链修复等；食品饮料等必选消费方向。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":4206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889723492,"gmtCreate":1631180874716,"gmtModify":1676530489141,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889723492","repostId":"1122240732","repostType":2,"isVote":1,"tweetType":1,"viewCount":3493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062785962,"gmtCreate":1652107972556,"gmtModify":1676535031070,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062785962","repostId":"1196129150","repostType":4,"repost":{"id":"1196129150","kind":"news","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":1652106813,"share":"https://ttm.financial/m/news/1196129150?lang=en_US&edition=fundamental","pubTime":"2022-05-09 22:33","market":"other","language":"zh","title":"U.S. Stocks Move Lower in open low, Nasdaq Extends Loss to 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1196129150","media":"老虎资讯综合","summary":"5月9日，美股低开低走，纳指跌幅扩大至3%。特斯拉跌超6%，亚马逊跌近3%。纳斯达克中国金龙指数跌幅扩大至7%，哔哩哔哩、京东、理想汽车、小鹏汽车跌近10%；知乎跌12%，水滴跌超21%。","content":"<p><html><head></head><body>On May 9th, the open low of U.S. stocks went lower, and the decline of the Nasdaq expanded to 3%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>fell by more than 6%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell nearly 3%.</p><p>The Nasdaq China Golden Dragon Index expanded its decline to 7%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>Down nearly 10%;<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It fell by 12%, and the water drop fell by more than 21%.</p><p><img src=\"https://static.tigerbbs.com/670cccd22275ddc30779ac54a2774c78\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></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>U.S. Stocks Move Lower in open low, Nasdaq Extends Loss to 3%</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\">\nU.S. Stocks Move Lower in open low, Nasdaq Extends Loss to 3%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2022-05-09 22:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On May 9th, the open low of U.S. stocks went lower, and the decline of the Nasdaq expanded to 3%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>fell by more than 6%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell nearly 3%.</p><p>The Nasdaq China Golden Dragon Index expanded its decline to 7%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>Down nearly 10%;<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It fell by 12%, and the water drop fell by more than 21%.</p><p><img src=\"https://static.tigerbbs.com/670cccd22275ddc30779ac54a2774c78\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03f3d0c168656a3e6eb4245c3c31ff40","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196129150","content_text":"5月9日，美股低开低走，纳指跌幅扩大至3%。特斯拉跌超6%，亚马逊跌近3%。纳斯达克中国金龙指数跌幅扩大至7%，哔哩哔哩、京东、理想汽车、小鹏汽车跌近10%；知乎跌12%，水滴跌超21%。","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062156121,"gmtCreate":1652032182563,"gmtModify":1676535015933,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062156121","repostId":"1166242100","repostType":4,"repost":{"id":"1166242100","kind":"news","pubTimestamp":1652016485,"share":"https://ttm.financial/m/news/1166242100?lang=en_US&edition=fundamental","pubTime":"2022-05-08 21:28","market":"sh","language":"zh","title":"\"Big Meat Stickers\" Candidates on the Shelves, Another Tesla Supplier to Issue New Shares Next Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1166242100","media":"华尔街见闻","summary":"今年以来，频繁破发成了新股发行“常态”，但主板、北交所的“零破发”记录却仍未被破。choice显示，本周A股仅有一只新股上市，为主板个股，上市首日拿下1个涨停。5.1节过后，A股新股发行节奏未见明显加","content":"<p><html><head></head><body>Since the beginning of this year, frequent breaks have become the \"normal\" of new share issuance, but the \"zero break\" record of the main board and the North Stock Exchange has not been broken.</p><p>choice shows that only one new A-share stock was listed this week, which is a main board stock, and won a daily limit on the first day of listing.</p><p>After Section 5.1, the pace of new A-share issuance has not accelerated significantly.</p><p>According to the new share issuance arrangement, five new shares will be listed next week, one of which is on the Science and Technology Innovation Board, two main board stocks and two on the North Stock Exchange.</p><p>Among these five new stocks, the higher concern at present is the upcoming issuance of Junchuang Technology on the North Stock Exchange.</p><p><b>Tesla as No. 1 Customer</b></p><p>Junchuang Technology is an auto parts manufacturer. The company takes the R&D, production and sales of auto parts as its core business, and provides parts products for automobile manufacturers and their parts manufacturers.</p><p>Junchuang Technology's main products cover automotive plastic parts, molds, automotive metal parts, etc.</p><p>Under the background of \"replacing steel with plastic\", Junchuang Technology has established long-term and stable cooperative relations with many internationally renowned enterprises by providing automobile plastic parts with more usable value to cater to the development trend of \"lightweight automobile\".</p><p>Currently, the customers served by Junchuang Technology include<b>Tesla, global bearing giant SKF, Antonglin and Aptiv, the world's top 100 auto parts companies, and Quanta Group and Pegatron, the world's top 500 companies</b>Etc.</p><p><img src=\"https://static.tigerbbs.com/24167ecfc412cf1cf7427961877c6f8e\" tg-width=\"955\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>From the perspective of business extension, the automakers directly or indirectly served by the company include European and American brands such as Tesla, Ford, Jaguar Land Rover, General Motors and Volkswagen, Japanese brands such as Nissan and Toyota, and domestic independent brands such as Geely and BYD.</p><p><b>Revenue doubles in 2021</b></p><p>According to the financial report, Junchuang Technology's total operating income from 2018 to 2021 was 137 million yuan, 156 million yuan, 170 million yuan and 345 million yuan respectively, and its net profit was 25 million yuan, 19.79 million yuan, 21.02 million yuan and 28.06 million yuan respectively. Obviously, in 2021, Junchuang Technology's performance improved by leaps and bounds, with revenue increasing by 93% year-on-year and net profit attributable to the parent company increasing by 33% year-on-year.</p><p>Junchuang Technology said that this is mainly because the company actively deploys customers in the new energy automobile industry while maintaining stable cooperation with the original major customers SKF and Antonglin.</p><p>Thanks to the continuous expansion of the scale of the new energy vehicle industry, the sales scale of customers in the new energy vehicle industry continued to expand, and the sales scale of the Company to customers in this industry also increased accordingly.</p><p>However, while the revenue is rising, the gross profit margin of Junchuang Technology is declining year by year.</p><p>According to the prospectus of Junchuang Technology, in 2019, 2020 and 2021, the company's comprehensive gross profit margin was 35.30%, 29.62% and 22.56% respectively.</p><p><img src=\"https://static.tigerbbs.com/501e7cbc078a3e19137c3c4bdb3e4666\" tg-width=\"738\" tg-height=\"296\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>According to Junchuang Technology, this is mainly due to the gross profit margin of the company's automotive plastic parts declining year by year while maintaining a relatively stable sales proportion.</p><p><b>Relative concentration of major customers</b></p><p><b>Junchuang Technology</b>Our major customers are well-known domestic and overseas OEM manufacturers and their tier-one suppliers.</p><p>In 2019, 2020 and 2021, the Company's sales to the top five customers accounted for 91.29%, 85.93% and 86.57% of the operating income for the current period, respectively, with a high customer concentration.</p><p><img src=\"https://static.tigerbbs.com/15e4e553f683fde03e84f34ff912ff1e\" tg-width=\"714\" tg-height=\"272\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The prospectus said,<b>In the future, if major customers reduce their demand for the company's products or their cooperative relationship with the company undergoes adverse changes due to their own reasons or major adverse changes in the macroeconomic environment, and the company is unable to expand other new customers in time, it will adversely affect the company's operating results.</b></p><p><b>4 more new shares next week</b></p><p>According to the arrangement of new share issuance, there will be four new shares issued in A shares this week, each with its own bright spots.</p><p>The specific issuance is as follows:</p><p><b>Photo: Information on the subscription of new A shares from May 9th to May 13th</b></p><p><img src=\"https://static.tigerbbs.com/83deb4624116f47c0ddbee3c7ed5bf46\" tg-width=\"1184\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Sunshine Dairy</b>: Research and development, production and sales of dairy products and dairy beverages.</p><p><b>Lianxiang Shares</b>: Mainly engaged in the research and development, design, production and sales of wall coverings.</p><p><b>Xinhuike</b>: Research and development, production and sales of intelligent control technology application products, and distribution of semiconductor components in the field of household appliances.</p><p><b>STEWELL</b>: R&D, design and sales of high-performance CMOS image sensor chips</p><p></body></html></p>","source":"highlight_wallstreetcn","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>\"Big Meat Stickers\" Candidates on the Shelves, Another Tesla Supplier to Issue New Shares Next Week</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; 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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\">\n\"Big Meat Stickers\" Candidates on the Shelves, Another Tesla Supplier to Issue New Shares Next Week\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-05-08 21:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Since the beginning of this year, frequent breaks have become the \"normal\" of new share issuance, but the \"zero break\" record of the main board and the North Stock Exchange has not been broken.</p><p>choice shows that only one new A-share stock was listed this week, which is a main board stock, and won a daily limit on the first day of listing.</p><p>After Section 5.1, the pace of new A-share issuance has not accelerated significantly.</p><p>According to the new share issuance arrangement, five new shares will be listed next week, one of which is on the Science and Technology Innovation Board, two main board stocks and two on the North Stock Exchange.</p><p>Among these five new stocks, the higher concern at present is the upcoming issuance of Junchuang Technology on the North Stock Exchange.</p><p><b>Tesla as No. 1 Customer</b></p><p>Junchuang Technology is an auto parts manufacturer. The company takes the R&D, production and sales of auto parts as its core business, and provides parts products for automobile manufacturers and their parts manufacturers.</p><p>Junchuang Technology's main products cover automotive plastic parts, molds, automotive metal parts, etc.</p><p>Under the background of \"replacing steel with plastic\", Junchuang Technology has established long-term and stable cooperative relations with many internationally renowned enterprises by providing automobile plastic parts with more usable value to cater to the development trend of \"lightweight automobile\".</p><p>Currently, the customers served by Junchuang Technology include<b>Tesla, global bearing giant SKF, Antonglin and Aptiv, the world's top 100 auto parts companies, and Quanta Group and Pegatron, the world's top 500 companies</b>Etc.</p><p><img src=\"https://static.tigerbbs.com/24167ecfc412cf1cf7427961877c6f8e\" tg-width=\"955\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>From the perspective of business extension, the automakers directly or indirectly served by the company include European and American brands such as Tesla, Ford, Jaguar Land Rover, General Motors and Volkswagen, Japanese brands such as Nissan and Toyota, and domestic independent brands such as Geely and BYD.</p><p><b>Revenue doubles in 2021</b></p><p>According to the financial report, Junchuang Technology's total operating income from 2018 to 2021 was 137 million yuan, 156 million yuan, 170 million yuan and 345 million yuan respectively, and its net profit was 25 million yuan, 19.79 million yuan, 21.02 million yuan and 28.06 million yuan respectively. Obviously, in 2021, Junchuang Technology's performance improved by leaps and bounds, with revenue increasing by 93% year-on-year and net profit attributable to the parent company increasing by 33% year-on-year.</p><p>Junchuang Technology said that this is mainly because the company actively deploys customers in the new energy automobile industry while maintaining stable cooperation with the original major customers SKF and Antonglin.</p><p>Thanks to the continuous expansion of the scale of the new energy vehicle industry, the sales scale of customers in the new energy vehicle industry continued to expand, and the sales scale of the Company to customers in this industry also increased accordingly.</p><p>However, while the revenue is rising, the gross profit margin of Junchuang Technology is declining year by year.</p><p>According to the prospectus of Junchuang Technology, in 2019, 2020 and 2021, the company's comprehensive gross profit margin was 35.30%, 29.62% and 22.56% respectively.</p><p><img src=\"https://static.tigerbbs.com/501e7cbc078a3e19137c3c4bdb3e4666\" tg-width=\"738\" tg-height=\"296\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>According to Junchuang Technology, this is mainly due to the gross profit margin of the company's automotive plastic parts declining year by year while maintaining a relatively stable sales proportion.</p><p><b>Relative concentration of major customers</b></p><p><b>Junchuang Technology</b>Our major customers are well-known domestic and overseas OEM manufacturers and their tier-one suppliers.</p><p>In 2019, 2020 and 2021, the Company's sales to the top five customers accounted for 91.29%, 85.93% and 86.57% of the operating income for the current period, respectively, with a high customer concentration.</p><p><img src=\"https://static.tigerbbs.com/15e4e553f683fde03e84f34ff912ff1e\" tg-width=\"714\" tg-height=\"272\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The prospectus said,<b>In the future, if major customers reduce their demand for the company's products or their cooperative relationship with the company undergoes adverse changes due to their own reasons or major adverse changes in the macroeconomic environment, and the company is unable to expand other new customers in time, it will adversely affect the company's operating results.</b></p><p><b>4 more new shares next week</b></p><p>According to the arrangement of new share issuance, there will be four new shares issued in A shares this week, each with its own bright spots.</p><p>The specific issuance is as follows:</p><p><b>Photo: Information on the subscription of new A shares from May 9th to May 13th</b></p><p><img src=\"https://static.tigerbbs.com/83deb4624116f47c0ddbee3c7ed5bf46\" tg-width=\"1184\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Sunshine Dairy</b>: Research and development, production and sales of dairy products and dairy beverages.</p><p><b>Lianxiang Shares</b>: Mainly engaged in the research and development, design, production and sales of wall coverings.</p><p><b>Xinhuike</b>: Research and development, production and sales of intelligent control technology application products, and distribution of semiconductor components in the field of household appliances.</p><p><b>STEWELL</b>: R&D, design and sales of high-performance CMOS image sensor chips</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3658791\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3658791","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1166242100","content_text":"今年以来，频繁破发成了新股发行“常态”，但主板、北交所的“零破发”记录却仍未被破。choice显示，本周A股仅有一只新股上市，为主板个股，上市首日拿下1个涨停。5.1节过后，A股新股发行节奏未见明显加快。根据新股发行安排，下周有5只新股将上新，其中1只在科创板，为2只主板股，2只在北交所。这五只新股中，目前关注的较高的是即将在北交所发行骏创科技。特斯拉为第一大客户骏创科技是一家汽车零部件生产企业，公司以汽车零部件的研发、生产、销售为核心业务，为汽车制造商及其零部件制造商等提供零部件产品。骏创科技的主要产品涵盖汽车塑料零部件、模具、汽车金属零部件等。在“以塑代钢”的背景下，骏创科技以提供更具使用价值的汽车塑料零部件以迎合“汽车轻量化”的发展趋势，与多家国际知名企业建立了长期稳定的合作关系。目前，骏创科技服务的客户包括特斯拉、全球轴承巨头斯凯孚、全球汽车零部件百强企业安通林及安波福、世界五百强企业广达集团及和硕联合等。从业务延伸角度看，该公司直接或间接服务的汽车制造商涵盖特斯拉、福特、捷豹路虎、通用、大众等欧美品牌，日产、丰田等日系品牌，以及吉利、比亚迪等国产自主品牌。2021年营收翻倍财报显示，骏创科技2018年至2021年的营业总收入分别为1.37亿元、1.56亿元、1.70亿元、3.45亿元，净利润分别为2500万元、1979万元、2102万元、2806万元。明显而易见，2021年骏创科技的业绩突飞猛进，营收同比增93%，归母净利润同比增33%。骏创科技表示，这主要是因为公司在与原有大客户斯凯孚和安通林等保持稳定合作的同时，积极布局新能源汽车行业客户。得益于新能源汽车产业规模的不断扩张，新能源汽车产业客户销售规模不断扩大，公司对该行业客户的销售规模亦相应增长。不过，在营收上升的同时，骏创科技毛利率在逐年下降。骏创科技招股书显示，2019年、2020年、2021年，公司综合毛利率水平分别为35.30%、29.62%以及22.56%。骏创科技称，这主要系公司汽车塑料零部件在保持销售占比相对稳定的情况下，毛利率逐年下滑。主要客户相对集中骏创科技的主要客户为国内外知名整车制造商及其一级供应商。2019年度、2020年度和2021年度，公司向前五名客户销售额占当期营业收入的比例分别为91.29%、85.93%和86.57%，客户集中度较高。招股书称，未来如果主要客户由于自身原因或宏观经济环境的重大不利变化减少对公司产品的需求或与公司的合作关系发生不利变化，而公司又不能及时拓展其他新的客户，将会对公司的经营业绩产生不利影响。下周还有4只新股根据新股发行安排，本周A股将还有4只新股发行，也是各有亮点。具体发行情况如下：附图：5月9日-5月13日A股新股申购信息阳光乳业：乳制品及乳饮料的研发、生产和销售。联翔股份：主要从事墙布的研发、设计、生产与销售业务。鑫汇科：智能控制技术应用产品的研发、生产和销售，以及家用电器领域的半导体元件分销。思特威：高性能CMOS图像传感器芯片的研发、设计和销售","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":4277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083208925,"gmtCreate":1650118645861,"gmtModify":1676534650743,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083208925","repostId":"1171945540","repostType":4,"isVote":1,"tweetType":1,"viewCount":3726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094434308,"gmtCreate":1645201541543,"gmtModify":1676534008830,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094434308","repostId":"1157712278","repostType":4,"repost":{"id":"1157712278","kind":"news","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":1645065627,"share":"https://ttm.financial/m/news/1157712278?lang=en_US&edition=fundamental","pubTime":"2022-02-17 10:40","market":"us","language":"zh","title":"Reminder: U.S. stocks are closed for one day on February 21st due to Washington's birthday","url":"https://stock-news.laohu8.com/highlight/detail?id=1157712278","media":"老虎资讯综合","summary":"2月21日（周一）是美国的华盛顿诞辰纪念日，美国包括股市和债市在内的金融市场将休市一天。2月22日（周二）美股恢复正常交易。港股、A股、英股、澳股、新加坡照常开市。背景简介：华盛顿诞辰纪念日俗称总统日","content":"<p><html><head></head><body>February 21st (Monday) is the anniversary of Washington's birth in the United States, and the financial markets in the United States, including the stock market and bond market, will be closed for one day. On February 22nd (Tuesday), US stocks resumed normal trading.</p><p>Hong Kong stocks, A shares, British stocks, Australian stocks and Singapore opened as usual.</p><p><b>Background Introduction:</b></p><p>Washington's birth anniversary is commonly known as President's Day</p><p>A bill passed by the United States Congress in 1879 first decided to make Washington's birthday a federal holiday. The Monday Holiday Act, which came into effect in 1968, moved the anniversary of Washington's birth from February 22 to the third Monday in February. But, including this bill, there has been no law in the United States so far that officially changes the name \"Washington Birth Anniversary\" to what is now better known as \"President's Day.\" The civilian situation is different, with more and more Americans calling the third Monday in February \"President's Day\".</p><p>George-Washington Profile:</p><p><img src=\"https://static.tigerbbs.com/65cb9e79983f7b49037bed99be2c34a2\" tg-width=\"450\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>One of the most common portraits of George Washington</p><p>Washington, whose full name was George Washington (22 February 1732 – 14 December 1799), served as commander-in-chief of the Continental Army during the American Revolution from 1775 to 1783, became the first president of the United States in 1789 (and the first head of state in the world to bear the title of \"president\"), and won the unanimous support of the Electoral College in two successive presidential elections, and remained president of the United States until 1797.</p><p>In 1787 he presided over the United States Constitutional Convention, which laid out the basic framework of the present United States Constitution. He established many of the policies and traditions of the United States that continue to this day during his two terms. At the end of his two terms, he voluntarily relinquished his power for no renewal, establishing the American tradition of serving no more than two terms.</p><p>Washington then returned to civilian life and lived in seclusion at the Mount Vernon estate. Since he played the most important role in the American Revolution and the founding of the nation, Washington is often referred to as the Founding Father of the United States. Most American scholars generally rank him as one of the greatest presidents in American history alongside Abraham Lincoln.</p><p></body></html></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>Reminder: U.S. stocks are closed for one day on February 21st due to Washington's birthday</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\">\nReminder: U.S. stocks are closed for one day on February 21st due to Washington's birthday\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2022-02-17 10:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>February 21st (Monday) is the anniversary of Washington's birth in the United States, and the financial markets in the United States, including the stock market and bond market, will be closed for one day. On February 22nd (Tuesday), US stocks resumed normal trading.</p><p>Hong Kong stocks, A shares, British stocks, Australian stocks and Singapore opened as usual.</p><p><b>Background Introduction:</b></p><p>Washington's birth anniversary is commonly known as President's Day</p><p>A bill passed by the United States Congress in 1879 first decided to make Washington's birthday a federal holiday. The Monday Holiday Act, which came into effect in 1968, moved the anniversary of Washington's birth from February 22 to the third Monday in February. But, including this bill, there has been no law in the United States so far that officially changes the name \"Washington Birth Anniversary\" to what is now better known as \"President's Day.\" The civilian situation is different, with more and more Americans calling the third Monday in February \"President's Day\".</p><p>George-Washington Profile:</p><p><img src=\"https://static.tigerbbs.com/65cb9e79983f7b49037bed99be2c34a2\" tg-width=\"450\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>One of the most common portraits of George Washington</p><p>Washington, whose full name was George Washington (22 February 1732 – 14 December 1799), served as commander-in-chief of the Continental Army during the American Revolution from 1775 to 1783, became the first president of the United States in 1789 (and the first head of state in the world to bear the title of \"president\"), and won the unanimous support of the Electoral College in two successive presidential elections, and remained president of the United States until 1797.</p><p>In 1787 he presided over the United States Constitutional Convention, which laid out the basic framework of the present United States Constitution. He established many of the policies and traditions of the United States that continue to this day during his two terms. At the end of his two terms, he voluntarily relinquished his power for no renewal, establishing the American tradition of serving no more than two terms.</p><p>Washington then returned to civilian life and lived in seclusion at the Mount Vernon estate. Since he played the most important role in the American Revolution and the founding of the nation, Washington is often referred to as the Founding Father of the United States. Most American scholars generally rank him as one of the greatest presidents in American history alongside Abraham Lincoln.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65cb9e79983f7b49037bed99be2c34a2","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157712278","content_text":"2月21日（周一）是美国的华盛顿诞辰纪念日，美国包括股市和债市在内的金融市场将休市一天。2月22日（周二）美股恢复正常交易。港股、A股、英股、澳股、新加坡照常开市。背景简介：华盛顿诞辰纪念日俗称总统日1879年美国国会通过的一项法案首次决定将华盛顿诞辰列为联邦节日。1968年生效的《周一节假日法》则将华盛顿诞辰纪念日从每年的2月22日移到2月的第3个周一。但是，包括这一法案在内，美国迄今没有任何法律规定将“华盛顿诞辰纪念日”这一名称正式改为现在更为人所知的“总统日”。民间情况则有所不同，越来越多的美国人已将2月的第3个周一称为“总统日”。乔治-华盛顿简介：乔治-华盛顿最为常见的画像之一华盛顿全名乔治-华盛顿（英文George Washington，1732年2月22日-1799年12月14日），1775至1783年美国独立战争时他任大陆军总司令，1789年成为美国第一任总统（同时也成为全世界首位以“总统”为称号的国家元首），在接连两次总统选举中他都获得了全体选举团无异议的一致支持，一直担任美国总统直至1797年。1787年他主持美国制宪会议，制定了现在美国宪法的基本框架。他在两届任期中设立了美国许多延续至今的政策和传统。两届任期结束后，他自愿放弃权力不再续任，确立了美国总统任期不超过两届的传统。此后华盛顿回复平民生活，隐居在弗农山庄园。由于他在美国独立战争和建国过程中扮演了最重要角色，华盛顿通常被称为美国国父。美国多数学者一般将他和亚伯拉罕-林肯等并列为美国历史上最伟大的总统之一。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":4170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379586389,"gmtCreate":1618762895941,"gmtModify":1704714670535,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"themes":[],"htmlText":"Why?","listText":"Why?","text":"Why?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/379586389","repostId":"2128850539","repostType":2,"repost":{"id":"2128850539","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1618730905,"share":"https://ttm.financial/m/news/2128850539?lang=en_US&edition=fundamental","pubTime":"2021-04-18 15:28","language":"en","title":"NASDAQ TRADE HALT CONTINUES    REASON NOT AVAILABLE AT 03:28 AM","url":"https://stock-news.laohu8.com/highlight/detail?id=2128850539","media":"Reuters","summary":"NASDAQ TRADE HALT CONTINUES    REASON NOT AVAILABLE AT 03:28 AM","content":"<html><body><p>NASDAQ TRADE HALT CONTINUES    REASON NOT AVAILABLE AT 03:28 AM</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>NASDAQ TRADE HALT CONTINUES    REASON NOT AVAILABLE AT 03:28 AM</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nNASDAQ TRADE HALT CONTINUES    REASON NOT AVAILABLE AT 03:28 AM\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-04-18 15:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>NASDAQ TRADE HALT CONTINUES    REASON NOT AVAILABLE AT 03:28 AM</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PSQ":"做空纳斯达克100指数ETF-ProShares","NDAQ":"纳斯达克OMX交易所","QQQ":"纳指100ETF","KZA.AU":"Kazia Therapeutics",".IXIC":"NASDAQ Composite","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","KZIA":"Kazia Therapeutics Limited","SQQQ":"纳指三倍做空ETF","QID":"两倍做空纳斯达克指数ETF-ProShares"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128850539","content_text":"NASDAQ TRADE HALT CONTINUES    REASON NOT AVAILABLE AT 03:28 AM","news_type":1,"symbols_score_info":{"PSQ":0.6,"KZA.AU":0.9,"MNQmain":0.6,"QLD":0.6,"QQQ":0.6,".IXIC":1,"SQQQ":0.6,"QID":0.6,"TQQQ":0.6,"KZIA":0.9,"NQmain":0.6,"NDAQ":1}},"isVote":1,"tweetType":1,"viewCount":5357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067562317,"gmtCreate":1652490205539,"gmtModify":1676535109972,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067562317","repostId":"2235408114","repostType":4,"repost":{"id":"2235408114","kind":"highlight","pubTimestamp":1652485814,"share":"https://ttm.financial/m/news/2235408114?lang=en_US&edition=fundamental","pubTime":"2022-05-14 07:50","market":"us","language":"zh","title":"After record losses, Son turned to defense, predicting the return of the king in a year or two","url":"https://stock-news.laohu8.com/highlight/detail?id=2235408114","media":"华尔街见闻","summary":"公布创纪录亏损后，软银的日股和美股粉单周五却两位数大涨，不少分析师看好软银趁股价低迷加速回购的前景。尽管华尔街认为软银尚未走出困境，孙正义仍重申对“信息革命”的信念，预言一两年内股市会复苏，软银也将重返“进攻模式”。","content":"<p><html><head></head><body>Japanese tech investment firm SoftBank Group posted a record annual loss after the Japanese stock market on Thursday, strangely closing down 8% before earnings, only to surge more than 12% on Friday after the poor earnings report, the biggest gain in six months.</p><p>Some analysts pointed out that multiple factors may have contributed to the rise of SoftBank's share price instead of falling, including the previous market's expectation of this financial report, the company's loan-to-value ratio is declining, Masayoshi Son's promise to \"turn to defense\", and the prospect of SoftBank's large-scale stock repurchase.</p><p><img src=\"https://static.tigerbbs.com/834a2c1445334f67b6f79faffe005df0\" tg-width=\"1206\" tg-height=\"732\" referrerpolicy=\"no-referrer\"/></p><p>Masayoshi Son repeatedly emphasized at the financial report analysis meeting that he knew how to tide over the difficulties. SoftBank had enough cash to fulfill its debt obligations. The company's foundation was solid and its finances were prudent. The plan of British chip design company ARM to go public in the United States had a \"promising future\".</p><p>He noted that the time has come for caution amid repeated pandemics, the Russia-Ukraine conflict and other factors: \"SoftBank should shift to defensive mode when the world is in chaos.\" He also promised to bolster the company's cash holdings by monetizing assets and tightening investment standards.</p><p>On the one hand, SoftBank has 2.9 trillion yen in cash, double the 1.3 trillion yen in bonds redeemable in the following fiscal years 2022 and 2023. At the same time, SoftBank will slow its investment pace to \"maybe half or even a quarter of last year's\", thus keeping the loan-to-value ratio (the amount loaned to asset value) below 25%.</p><p>According to Bloomberg, Nomura analyst Daisaku Masuno said SoftBank's loan-to-value ratio fell to 20.4% in the fourth quarter of fiscal 2021, or the first quarter of natural year 2022, which left a \"positive\" impression.</p><p>Tomoaki Kawasaki, an analyst at Iwai Cosmo Securities, also said that SoftBank's total net asset value decreased by 0.8 trillion yen from the previous month to 18.5 trillion yen \"not too bad\". Net asset value is Son's preferred metric for valuing the company.</p><p><b>At the same time, the recent accelerated decline in SoftBank's share price has also created an opportunity to accelerate share buybacks.</b>Helps lift the share price. SoftBank announced in November last year to buy back up to 250 million shares of its own stock for up to 1 trillion yen (about $7.77 billion), which is now 40% complete.</p><p>Oliver Matthew, head of the Asian consumer team at CLSA, pointed out that for the first time in history, SoftBank may spend more on share buybacks than it used to make new investments in Phase 2 of the Vision Fund. One of the driving factors behind it is that the company's share price is \"already quite weak\".</p><p>Kirk Boodry, an analyst at Redex Research who warned the market early before SoftBank Vision Fund posted a record loss, also said that the fiscal fourth quarter earnings did not look \"worse\", which seemed to relax investors and make the stock price rebound strongly. On Thursday, U.S. technology stocks significantly narrowed their losses in late trading. \"U.S. technology giants show signs of recovery, which is also a factor supporting SoftBank's share price.\"</p><p>Softbank's U.S. stock powder also rose by 16% on a single Friday, close to recovering all the week's declines since May 5th. However, SoftBank's Japanese share price still fell more than 2% this week, and the consensus among mainstream analysts is that the company is not completely out of trouble, which is why Son called it \"turning to defense\".<img src=\"https://static.tigerbbs.com/c597f0a6bab01ac14bef8f667465ef6e\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/>Before Friday's surge, SoftBank's Japanese shares were halved from the record high in March last year. Investors questioned the business logic of Son's large investment in unprofitable growth stocks, and worried that SoftBank's debt burden was too heavy, which was not safe enough when the market situation took a sharp turn.</p><p>The Wall Street Journal wrote and analyzed that SoftBank reported the biggest fiscal year loss in its four-decade history, in sharp contrast to the record earnings of the previous fiscal year, mainly dragged down by the decline of global technology stocks in the first quarter of this year:</p><p>Japan's SoftBank Group can be described as the epitome of overinvestment fueling the boom in technology stocks. SoftBank can't avoid sharing its fate with tech stocks as they plummet. And, hard times may be yet to come for the company and its investors. On the one hand, Son said that \"the company will continue to monetize assets\" to tide over the difficulties, which may be challenging considering the magnitude of the market decline. At the same time, SoftBank's portfolio of unlisted start-ups could be worse off, with such startups likely to dry up and decline in valuations as investors shift their focus from uninterrupted growth regardless of cost to profitability. SoftBank's reckless investment spree will now pull itself back to reality again. It is worth noting that,<b>At this week's earnings analysis meeting, Mr. Son still reiterated his belief in the \"information revolution\" and predicted that the current market downturn was just a flash in the pan before Internet companies resumed their surge</b>：</p><p>\"I think the stock market will recover in a year or two, when the time will come again for SoftBank to return to 'offensive mode'.\"</body></html></p>","source":"wallstreetcn_api","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>After record losses, Son turned to defense, predicting the return of the king in a year or two</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\">\nAfter record losses, Son turned to defense, predicting the return of the king in a year or two\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-05-14 07:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Japanese tech investment firm SoftBank Group posted a record annual loss after the Japanese stock market on Thursday, strangely closing down 8% before earnings, only to surge more than 12% on Friday after the poor earnings report, the biggest gain in six months.</p><p>Some analysts pointed out that multiple factors may have contributed to the rise of SoftBank's share price instead of falling, including the previous market's expectation of this financial report, the company's loan-to-value ratio is declining, Masayoshi Son's promise to \"turn to defense\", and the prospect of SoftBank's large-scale stock repurchase.</p><p><img src=\"https://static.tigerbbs.com/834a2c1445334f67b6f79faffe005df0\" tg-width=\"1206\" tg-height=\"732\" referrerpolicy=\"no-referrer\"/></p><p>Masayoshi Son repeatedly emphasized at the financial report analysis meeting that he knew how to tide over the difficulties. SoftBank had enough cash to fulfill its debt obligations. The company's foundation was solid and its finances were prudent. The plan of British chip design company ARM to go public in the United States had a \"promising future\".</p><p>He noted that the time has come for caution amid repeated pandemics, the Russia-Ukraine conflict and other factors: \"SoftBank should shift to defensive mode when the world is in chaos.\" He also promised to bolster the company's cash holdings by monetizing assets and tightening investment standards.</p><p>On the one hand, SoftBank has 2.9 trillion yen in cash, double the 1.3 trillion yen in bonds redeemable in the following fiscal years 2022 and 2023. At the same time, SoftBank will slow its investment pace to \"maybe half or even a quarter of last year's\", thus keeping the loan-to-value ratio (the amount loaned to asset value) below 25%.</p><p>According to Bloomberg, Nomura analyst Daisaku Masuno said SoftBank's loan-to-value ratio fell to 20.4% in the fourth quarter of fiscal 2021, or the first quarter of natural year 2022, which left a \"positive\" impression.</p><p>Tomoaki Kawasaki, an analyst at Iwai Cosmo Securities, also said that SoftBank's total net asset value decreased by 0.8 trillion yen from the previous month to 18.5 trillion yen \"not too bad\". Net asset value is Son's preferred metric for valuing the company.</p><p><b>At the same time, the recent accelerated decline in SoftBank's share price has also created an opportunity to accelerate share buybacks.</b>Helps lift the share price. SoftBank announced in November last year to buy back up to 250 million shares of its own stock for up to 1 trillion yen (about $7.77 billion), which is now 40% complete.</p><p>Oliver Matthew, head of the Asian consumer team at CLSA, pointed out that for the first time in history, SoftBank may spend more on share buybacks than it used to make new investments in Phase 2 of the Vision Fund. One of the driving factors behind it is that the company's share price is \"already quite weak\".</p><p>Kirk Boodry, an analyst at Redex Research who warned the market early before SoftBank Vision Fund posted a record loss, also said that the fiscal fourth quarter earnings did not look \"worse\", which seemed to relax investors and make the stock price rebound strongly. On Thursday, U.S. technology stocks significantly narrowed their losses in late trading. \"U.S. technology giants show signs of recovery, which is also a factor supporting SoftBank's share price.\"</p><p>Softbank's U.S. stock powder also rose by 16% on a single Friday, close to recovering all the week's declines since May 5th. However, SoftBank's Japanese share price still fell more than 2% this week, and the consensus among mainstream analysts is that the company is not completely out of trouble, which is why Son called it \"turning to defense\".<img src=\"https://static.tigerbbs.com/c597f0a6bab01ac14bef8f667465ef6e\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/>Before Friday's surge, SoftBank's Japanese shares were halved from the record high in March last year. Investors questioned the business logic of Son's large investment in unprofitable growth stocks, and worried that SoftBank's debt burden was too heavy, which was not safe enough when the market situation took a sharp turn.</p><p>The Wall Street Journal wrote and analyzed that SoftBank reported the biggest fiscal year loss in its four-decade history, in sharp contrast to the record earnings of the previous fiscal year, mainly dragged down by the decline of global technology stocks in the first quarter of this year:</p><p>Japan's SoftBank Group can be described as the epitome of overinvestment fueling the boom in technology stocks. SoftBank can't avoid sharing its fate with tech stocks as they plummet. And, hard times may be yet to come for the company and its investors. On the one hand, Son said that \"the company will continue to monetize assets\" to tide over the difficulties, which may be challenging considering the magnitude of the market decline. At the same time, SoftBank's portfolio of unlisted start-ups could be worse off, with such startups likely to dry up and decline in valuations as investors shift their focus from uninterrupted growth regardless of cost to profitability. SoftBank's reckless investment spree will now pull itself back to reality again. It is worth noting that,<b>At this week's earnings analysis meeting, Mr. Son still reiterated his belief in the \"information revolution\" and predicted that the current market downturn was just a flash in the pan before Internet companies resumed their surge</b>：</p><p>\"I think the stock market will recover in a year or two, when the time will come again for SoftBank to return to 'offensive mode'.\"</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3659339\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/acb77b88f0e1500dd735d82182c9d65c","relate_stocks":{"SFTBY":"软银集团","BK4132":"无线电信业务","03160":"华夏日股对冲"},"source_url":"https://wallstreetcn.com/articles/3659339","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235408114","content_text":"日本科技投资公司软银集团于日本股市周四盘后公布了创纪录的年度亏损，奇怪的是，财报公布前该股收跌8%，不佳财报公布后，该股周五却飙升逾12%，创下六个月来最大涨幅。有分析指出，多重因素可能促成了软银股价不降反升，包括此前市场对这份财报的预期已经如此糟糕，公司贷款价值比正在下降，孙正义承诺“转向防御”，以及软银大手笔股票回购的前景。孙正义在财报分析会上反复强调他知道如何度过难关，软银有足够的现金来履行债务义务，公司的基础很稳固，财务具有审慎性，英国芯片设计公司ARM在美国上市的计划“未来可期”。他指出，在疫情反复、俄乌冲突等因素的影响下，谨慎的时候到了：“当世界陷入混乱时，软银应该转向防御模式。”他还承诺通过资产的货币化和收紧投资标准来增强公司的现金持有。一方面，软银有2.9万亿日元现金，是接下来的2022财年和2023财年应赎回债券规模1.3 万亿日元的两倍。同时，软银将放慢投资步伐至“可能是去年的一半甚至1/4”，借此将贷款价值比（loan-to-value ratio，贷款金额占资产价值的比重）维持在25%以下。据彭博社，野村证券分析师Daisaku Masuno表示，软银的贷款价值比在2021财年第四季度（即2022自然年一季度）下降至20.4%，这给人留下了“积极正面”的印象。Iwai Cosmo Securities的分析师Tomoaki Kawasaki也称，软银的总资产净值环比减少0.8万亿日元至18.5万亿日元“还不算太坏”。资产净值是孙正义对该公司估值的首选指标。同时，软银股价近期加速下跌，也创造了加快股票回购的契机，有助于抬升股价。软银去年11月宣布以高达1万亿日元（约77.7 亿美元）回购最多2.5亿股自家股票，目前已完成40%。里昂证券的亚洲消费者团队主管Oliver Matthew指出，软银可能会在史上首次将股票回购的支出超过利用愿景基金2期进行新投资的规模，背后的驱动因素之一便是公司股价“已相当疲软”。在软银愿景基金发布创纪录亏损之前便早早预警市场的Redex Research 分析师Kirk Boodry也称，第四财季的财报看上去并未“变得更糟”，这似乎让投资者松了一口气，令股价强势反弹。周四美股科技股尾盘显著收窄跌幅，“美国科技巨头展现复苏的迹象，也是支撑软银股价的因素。”软银的美股粉单周五也大涨16%，接近收复5月5日以来的一周全部跌幅。但软银的日本股价本周仍累跌逾2%，主流分析师共识认为公司尚未完全摆脱困境，所以孙正义才会称“转向防御”。在周五大涨之前，软银日股较去年3月的历史高点惨遭腰斩，投资者质疑孙正义大手笔投资未盈利成长股的商业逻辑，也担心软银债务负担过重，在市场形势急转直下时不够安全。《华尔街日报》撰文分析称，软银公布了其四十年历史上最大的财年亏损，与上一财年创纪录的盈利形成鲜明反差，主要受今年一季度全球科技股下跌拖累：日本软银集团可谓是过度投资助长科技股繁荣的缩影。随着科技股暴跌，软银无法避免与科技股共命运的局面。而且，该公司及其投资者的苦日子可能还在后头。一方面，孙正义称“公司将继续把资产货币化”来渡过难关，考虑到市场已经下跌的幅度，这可能具有一定的挑战性。同时，软银的非上市初创企业投资组合情况可能更糟，随着投资者将关注点从不计成本的不间断增长转向盈利能力，此类初创企业的资金很可能枯竭，估值也将下降。软银不计后果的投资狂欢现在将再次把自己拉回现实。值得注意的是，孙正义在本周财报分析会上，仍重申了自己对“信息革命”的信念，并预言当前的市场低迷只是互联网公司恢复大涨之前的昙花一现：“我认为在一两年内股市会复苏，届时软银重返‘进攻模式’的时机会再度到来。”","news_type":1,"symbols_score_info":{"03160":0.6,"SFTBY":1}},"isVote":1,"tweetType":1,"viewCount":2815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062156843,"gmtCreate":1652032216382,"gmtModify":1676535015933,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570366231505984","idStr":"3570366231505984"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062156843","repostId":"1166242100","repostType":4,"repost":{"id":"1166242100","kind":"news","pubTimestamp":1652016485,"share":"https://ttm.financial/m/news/1166242100?lang=en_US&edition=fundamental","pubTime":"2022-05-08 21:28","market":"sh","language":"zh","title":"\"Big Meat Stickers\" Candidates on the Shelves, Another Tesla Supplier to Issue New Shares Next Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1166242100","media":"华尔街见闻","summary":"今年以来，频繁破发成了新股发行“常态”，但主板、北交所的“零破发”记录却仍未被破。choice显示，本周A股仅有一只新股上市，为主板个股，上市首日拿下1个涨停。5.1节过后，A股新股发行节奏未见明显加","content":"<p><html><head></head><body>Since the beginning of this year, frequent breaks have become the \"normal\" of new share issuance, but the \"zero break\" record of the main board and the North Stock Exchange has not been broken.</p><p>choice shows that only one new A-share stock was listed this week, which is a main board stock, and won a daily limit on the first day of listing.</p><p>After Section 5.1, the pace of new A-share issuance has not accelerated significantly.</p><p>According to the new share issuance arrangement, five new shares will be listed next week, one of which is on the Science and Technology Innovation Board, two main board stocks and two on the North Stock Exchange.</p><p>Among these five new stocks, the higher concern at present is the upcoming issuance of Junchuang Technology on the North Stock Exchange.</p><p><b>Tesla as No. 1 Customer</b></p><p>Junchuang Technology is an auto parts manufacturer. The company takes the R&D, production and sales of auto parts as its core business, and provides parts products for automobile manufacturers and their parts manufacturers.</p><p>Junchuang Technology's main products cover automotive plastic parts, molds, automotive metal parts, etc.</p><p>Under the background of \"replacing steel with plastic\", Junchuang Technology has established long-term and stable cooperative relations with many internationally renowned enterprises by providing automobile plastic parts with more usable value to cater to the development trend of \"lightweight automobile\".</p><p>Currently, the customers served by Junchuang Technology include<b>Tesla, global bearing giant SKF, Antonglin and Aptiv, the world's top 100 auto parts companies, and Quanta Group and Pegatron, the world's top 500 companies</b>Etc.</p><p><img src=\"https://static.tigerbbs.com/24167ecfc412cf1cf7427961877c6f8e\" tg-width=\"955\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>From the perspective of business extension, the automakers directly or indirectly served by the company include European and American brands such as Tesla, Ford, Jaguar Land Rover, General Motors and Volkswagen, Japanese brands such as Nissan and Toyota, and domestic independent brands such as Geely and BYD.</p><p><b>Revenue doubles in 2021</b></p><p>According to the financial report, Junchuang Technology's total operating income from 2018 to 2021 was 137 million yuan, 156 million yuan, 170 million yuan and 345 million yuan respectively, and its net profit was 25 million yuan, 19.79 million yuan, 21.02 million yuan and 28.06 million yuan respectively. Obviously, in 2021, Junchuang Technology's performance improved by leaps and bounds, with revenue increasing by 93% year-on-year and net profit attributable to the parent company increasing by 33% year-on-year.</p><p>Junchuang Technology said that this is mainly because the company actively deploys customers in the new energy automobile industry while maintaining stable cooperation with the original major customers SKF and Antonglin.</p><p>Thanks to the continuous expansion of the scale of the new energy vehicle industry, the sales scale of customers in the new energy vehicle industry continued to expand, and the sales scale of the Company to customers in this industry also increased accordingly.</p><p>However, while the revenue is rising, the gross profit margin of Junchuang Technology is declining year by year.</p><p>According to the prospectus of Junchuang Technology, in 2019, 2020 and 2021, the company's comprehensive gross profit margin was 35.30%, 29.62% and 22.56% respectively.</p><p><img src=\"https://static.tigerbbs.com/501e7cbc078a3e19137c3c4bdb3e4666\" tg-width=\"738\" tg-height=\"296\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>According to Junchuang Technology, this is mainly due to the gross profit margin of the company's automotive plastic parts declining year by year while maintaining a relatively stable sales proportion.</p><p><b>Relative concentration of major customers</b></p><p><b>Junchuang Technology</b>Our major customers are well-known domestic and overseas OEM manufacturers and their tier-one suppliers.</p><p>In 2019, 2020 and 2021, the Company's sales to the top five customers accounted for 91.29%, 85.93% and 86.57% of the operating income for the current period, respectively, with a high customer concentration.</p><p><img src=\"https://static.tigerbbs.com/15e4e553f683fde03e84f34ff912ff1e\" tg-width=\"714\" tg-height=\"272\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The prospectus said,<b>In the future, if major customers reduce their demand for the company's products or their cooperative relationship with the company undergoes adverse changes due to their own reasons or major adverse changes in the macroeconomic environment, and the company is unable to expand other new customers in time, it will adversely affect the company's operating results.</b></p><p><b>4 more new shares next week</b></p><p>According to the arrangement of new share issuance, there will be four new shares issued in A shares this week, each with its own bright spots.</p><p>The specific issuance is as follows:</p><p><b>Photo: Information on the subscription of new A shares from May 9th to May 13th</b></p><p><img src=\"https://static.tigerbbs.com/83deb4624116f47c0ddbee3c7ed5bf46\" tg-width=\"1184\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Sunshine Dairy</b>: Research and development, production and sales of dairy products and dairy beverages.</p><p><b>Lianxiang Shares</b>: Mainly engaged in the research and development, design, production and sales of wall coverings.</p><p><b>Xinhuike</b>: Research and development, production and sales of intelligent control technology application products, and distribution of semiconductor components in the field of household appliances.</p><p><b>STEWELL</b>: R&D, design and sales of high-performance CMOS image sensor chips</p><p></body></html></p>","source":"highlight_wallstreetcn","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>\"Big Meat Stickers\" Candidates on the Shelves, Another Tesla Supplier to Issue New Shares Next Week</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; 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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\">\n\"Big Meat Stickers\" Candidates on the Shelves, Another Tesla Supplier to Issue New Shares Next Week\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-05-08 21:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Since the beginning of this year, frequent breaks have become the \"normal\" of new share issuance, but the \"zero break\" record of the main board and the North Stock Exchange has not been broken.</p><p>choice shows that only one new A-share stock was listed this week, which is a main board stock, and won a daily limit on the first day of listing.</p><p>After Section 5.1, the pace of new A-share issuance has not accelerated significantly.</p><p>According to the new share issuance arrangement, five new shares will be listed next week, one of which is on the Science and Technology Innovation Board, two main board stocks and two on the North Stock Exchange.</p><p>Among these five new stocks, the higher concern at present is the upcoming issuance of Junchuang Technology on the North Stock Exchange.</p><p><b>Tesla as No. 1 Customer</b></p><p>Junchuang Technology is an auto parts manufacturer. The company takes the R&D, production and sales of auto parts as its core business, and provides parts products for automobile manufacturers and their parts manufacturers.</p><p>Junchuang Technology's main products cover automotive plastic parts, molds, automotive metal parts, etc.</p><p>Under the background of \"replacing steel with plastic\", Junchuang Technology has established long-term and stable cooperative relations with many internationally renowned enterprises by providing automobile plastic parts with more usable value to cater to the development trend of \"lightweight automobile\".</p><p>Currently, the customers served by Junchuang Technology include<b>Tesla, global bearing giant SKF, Antonglin and Aptiv, the world's top 100 auto parts companies, and Quanta Group and Pegatron, the world's top 500 companies</b>Etc.</p><p><img src=\"https://static.tigerbbs.com/24167ecfc412cf1cf7427961877c6f8e\" tg-width=\"955\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>From the perspective of business extension, the automakers directly or indirectly served by the company include European and American brands such as Tesla, Ford, Jaguar Land Rover, General Motors and Volkswagen, Japanese brands such as Nissan and Toyota, and domestic independent brands such as Geely and BYD.</p><p><b>Revenue doubles in 2021</b></p><p>According to the financial report, Junchuang Technology's total operating income from 2018 to 2021 was 137 million yuan, 156 million yuan, 170 million yuan and 345 million yuan respectively, and its net profit was 25 million yuan, 19.79 million yuan, 21.02 million yuan and 28.06 million yuan respectively. Obviously, in 2021, Junchuang Technology's performance improved by leaps and bounds, with revenue increasing by 93% year-on-year and net profit attributable to the parent company increasing by 33% year-on-year.</p><p>Junchuang Technology said that this is mainly because the company actively deploys customers in the new energy automobile industry while maintaining stable cooperation with the original major customers SKF and Antonglin.</p><p>Thanks to the continuous expansion of the scale of the new energy vehicle industry, the sales scale of customers in the new energy vehicle industry continued to expand, and the sales scale of the Company to customers in this industry also increased accordingly.</p><p>However, while the revenue is rising, the gross profit margin of Junchuang Technology is declining year by year.</p><p>According to the prospectus of Junchuang Technology, in 2019, 2020 and 2021, the company's comprehensive gross profit margin was 35.30%, 29.62% and 22.56% respectively.</p><p><img src=\"https://static.tigerbbs.com/501e7cbc078a3e19137c3c4bdb3e4666\" tg-width=\"738\" tg-height=\"296\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>According to Junchuang Technology, this is mainly due to the gross profit margin of the company's automotive plastic parts declining year by year while maintaining a relatively stable sales proportion.</p><p><b>Relative concentration of major customers</b></p><p><b>Junchuang Technology</b>Our major customers are well-known domestic and overseas OEM manufacturers and their tier-one suppliers.</p><p>In 2019, 2020 and 2021, the Company's sales to the top five customers accounted for 91.29%, 85.93% and 86.57% of the operating income for the current period, respectively, with a high customer concentration.</p><p><img src=\"https://static.tigerbbs.com/15e4e553f683fde03e84f34ff912ff1e\" tg-width=\"714\" tg-height=\"272\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The prospectus said,<b>In the future, if major customers reduce their demand for the company's products or their cooperative relationship with the company undergoes adverse changes due to their own reasons or major adverse changes in the macroeconomic environment, and the company is unable to expand other new customers in time, it will adversely affect the company's operating results.</b></p><p><b>4 more new shares next week</b></p><p>According to the arrangement of new share issuance, there will be four new shares issued in A shares this week, each with its own bright spots.</p><p>The specific issuance is as follows:</p><p><b>Photo: Information on the subscription of new A shares from May 9th to May 13th</b></p><p><img src=\"https://static.tigerbbs.com/83deb4624116f47c0ddbee3c7ed5bf46\" tg-width=\"1184\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Sunshine Dairy</b>: Research and development, production and sales of dairy products and dairy beverages.</p><p><b>Lianxiang Shares</b>: Mainly engaged in the research and development, design, production and sales of wall coverings.</p><p><b>Xinhuike</b>: Research and development, production and sales of intelligent control technology application products, and distribution of semiconductor components in the field of household appliances.</p><p><b>STEWELL</b>: R&D, design and sales of high-performance CMOS image sensor chips</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3658791\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3658791","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1166242100","content_text":"今年以来，频繁破发成了新股发行“常态”，但主板、北交所的“零破发”记录却仍未被破。choice显示，本周A股仅有一只新股上市，为主板个股，上市首日拿下1个涨停。5.1节过后，A股新股发行节奏未见明显加快。根据新股发行安排，下周有5只新股将上新，其中1只在科创板，为2只主板股，2只在北交所。这五只新股中，目前关注的较高的是即将在北交所发行骏创科技。特斯拉为第一大客户骏创科技是一家汽车零部件生产企业，公司以汽车零部件的研发、生产、销售为核心业务，为汽车制造商及其零部件制造商等提供零部件产品。骏创科技的主要产品涵盖汽车塑料零部件、模具、汽车金属零部件等。在“以塑代钢”的背景下，骏创科技以提供更具使用价值的汽车塑料零部件以迎合“汽车轻量化”的发展趋势，与多家国际知名企业建立了长期稳定的合作关系。目前，骏创科技服务的客户包括特斯拉、全球轴承巨头斯凯孚、全球汽车零部件百强企业安通林及安波福、世界五百强企业广达集团及和硕联合等。从业务延伸角度看，该公司直接或间接服务的汽车制造商涵盖特斯拉、福特、捷豹路虎、通用、大众等欧美品牌，日产、丰田等日系品牌，以及吉利、比亚迪等国产自主品牌。2021年营收翻倍财报显示，骏创科技2018年至2021年的营业总收入分别为1.37亿元、1.56亿元、1.70亿元、3.45亿元，净利润分别为2500万元、1979万元、2102万元、2806万元。明显而易见，2021年骏创科技的业绩突飞猛进，营收同比增93%，归母净利润同比增33%。骏创科技表示，这主要是因为公司在与原有大客户斯凯孚和安通林等保持稳定合作的同时，积极布局新能源汽车行业客户。得益于新能源汽车产业规模的不断扩张，新能源汽车产业客户销售规模不断扩大，公司对该行业客户的销售规模亦相应增长。不过，在营收上升的同时，骏创科技毛利率在逐年下降。骏创科技招股书显示，2019年、2020年、2021年，公司综合毛利率水平分别为35.30%、29.62%以及22.56%。骏创科技称，这主要系公司汽车塑料零部件在保持销售占比相对稳定的情况下，毛利率逐年下滑。主要客户相对集中骏创科技的主要客户为国内外知名整车制造商及其一级供应商。2019年度、2020年度和2021年度，公司向前五名客户销售额占当期营业收入的比例分别为91.29%、85.93%和86.57%，客户集中度较高。招股书称，未来如果主要客户由于自身原因或宏观经济环境的重大不利变化减少对公司产品的需求或与公司的合作关系发生不利变化，而公司又不能及时拓展其他新的客户，将会对公司的经营业绩产生不利影响。下周还有4只新股根据新股发行安排，本周A股将还有4只新股发行，也是各有亮点。具体发行情况如下：附图：5月9日-5月13日A股新股申购信息阳光乳业：乳制品及乳饮料的研发、生产和销售。联翔股份：主要从事墙布的研发、设计、生产与销售业务。鑫汇科：智能控制技术应用产品的研发、生产和销售，以及家用电器领域的半导体元件分销。思特威：高性能CMOS图像传感器芯片的研发、设计和销售","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}