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Goldwind Technology received a significant increase of 216 million yuan from the main force on July 13, an increase of 1271.57% from the previous month

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Hong Kong stock concept tracking | The first domestically produced new crown neutralizing antibody drug is commercially released. New crown treatment is still a definite opportunity for the whole year (with concept stocks)

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15:13","market":"hk","language":"zh","title":"Goldwind Technology received a significant increase of 216 million yuan from the main force on July 13, an increase of 1271.57% from the previous month","url":"https://stock-news.laohu8.com/highlight/detail?id=2251639184","media":"自选股智能写手","summary":"07月13日, 金风科技股价涨4.70%，报收15.59元，成交金额18.61亿元，换手率3.56%，振幅6.51%，量比1.81。金风科技今日主力资金净流入2.16亿元，上一交易日主力净流入1576万元，今日环比增加1271.57%。该股近5个交易日上涨3.59%，主力资金累计净流出1.46亿元；近20日主力资金累计净流出2.33亿元，其中净流出天数为11日。该行业中净流入前三个股分别为天顺风能、明阳智能、金风科技。","content":"<p><html><body><article>July 13,<a href=\"https://laohu8.com/S/002202\">Goldwind Technology</a>The stock price rose 4.70% to close at 15.59 yuan, with a turnover of 1.861 billion yuan.<span>Turnover rate</span>3.56%, amplitude 6.51%,<span>Quantity ratio</span>1.81。</p><p><a href=\"https://laohu8.com/S/02208\">Goldwind Technology</a>Today, the net inflow of main funds (super large orders + large orders) was 216 million yuan, and the net inflow of main funds on the previous trading day was 15.76 million yuan, an increase of 1271.57% from the previous month.</p><p>The stock has risen by 3.59% in the past 5 trading days, with a cumulative net outflow of 146 million yuan of main funds; In the past 20 days, the cumulative net outflow of main funds was 233 million yuan, of which the net outflow days were 11 days.</p><p>The net main force of the stock accounted for 0.41% (net main capital/<span>Circulating market capitalization</span>), the A-share market ranked 231/4917, lower than the industry average.</p><p>| The top 10 stocks with the main increase in positions on July 13 | | # | Stock abbreviation | Net share of main force | # | N Huasheng | 22.46% | # |<a href=\"https://laohu8.com/S/001226\">Tuoshan Heavy Industries</a>|12.78%|#|<a href=\"https://laohu8.com/S/301120\">Xinte Electric</a>|9.12%|#|<a href=\"https://laohu8.com/S/605598\">Shanghai Harbour</a>|7.35%|#|<a href=\"https://laohu8.com/S/001212\">Zhongqi New Materials</a>|5.92%|#|<a href=\"https://laohu8.com/S/301082\">Jiusheng Electric</a>|4.90%|#|<a href=\"https://laohu8.com/S/002990\">Shengshi Technology</a>|4.47%|#|<a href=\"https://laohu8.com/S/002112\">Sanbian Technology</a>|4.09%|#|<a href=\"https://laohu8.com/S/301046\">Nenghui Technology</a>|3.27%|#|<a href=\"https://laohu8.com/S/300774\">Bejett</a>|3.04%|</p><p>The wind power equipment industry where Goldwind Technology is located has a net inflow of 1.58 billion yuan today, ranking 1/124 in the industry. The top three stocks in this industry with net inflows are<a href=\"https://laohu8.com/S/002531\">Tianshun Wind Energy</a>、<a href=\"https://laohu8.com/S/601615\">Mingyang Intelligent</a>, Goldwind Technology. The top three stocks with net outflows are<a href=\"https://laohu8.com/S/002487\">Daikin Heavy Industries</a>、<a href=\"https://laohu8.com/S/600416\">Xiangdian Co., Ltd</a>、<a href=\"https://laohu8.com/S/300690\">Double One Technology</a>。 (End)</p><p>(The above contents are self-selected shares<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The machine writer Money Call is completed. It is only used as a reference for users to read the market and cannot be used as a basis for buying.)</p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldwind Technology received a significant increase of 216 million yuan from the main force on July 13, an increase of 1271.57% from the previous month</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; 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}\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\">\nGoldwind Technology received a significant increase of 216 million yuan from the main force on July 13, an increase of 1271.57% from the previous month\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">自选股智能写手</strong><span class=\"h-time small\">2022-07-13 15:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>July 13,<a href=\"https://laohu8.com/S/002202\">Goldwind Technology</a>The stock price rose 4.70% to close at 15.59 yuan, with a turnover of 1.861 billion yuan.<span>Turnover rate</span>3.56%, amplitude 6.51%,<span>Quantity ratio</span>1.81。</p><p><a href=\"https://laohu8.com/S/02208\">Goldwind Technology</a>Today, the net inflow of main funds (super large orders + large orders) was 216 million yuan, and the net inflow of main funds on the previous trading day was 15.76 million yuan, an increase of 1271.57% from the previous month.</p><p>The stock has risen by 3.59% in the past 5 trading days, with a cumulative net outflow of 146 million yuan of main funds; In the past 20 days, the cumulative net outflow of main funds was 233 million yuan, of which the net outflow days were 11 days.</p><p>The net main force of the stock accounted for 0.41% (net main capital/<span>Circulating market capitalization</span>), the A-share market ranked 231/4917, lower than the industry average.</p><p>| The top 10 stocks with the main increase in positions on July 13 | | # | Stock abbreviation | Net share of main force | # | N Huasheng | 22.46% | # |<a href=\"https://laohu8.com/S/001226\">Tuoshan Heavy Industries</a>|12.78%|#|<a href=\"https://laohu8.com/S/301120\">Xinte Electric</a>|9.12%|#|<a href=\"https://laohu8.com/S/605598\">Shanghai Harbour</a>|7.35%|#|<a href=\"https://laohu8.com/S/001212\">Zhongqi New Materials</a>|5.92%|#|<a href=\"https://laohu8.com/S/301082\">Jiusheng Electric</a>|4.90%|#|<a href=\"https://laohu8.com/S/002990\">Shengshi Technology</a>|4.47%|#|<a href=\"https://laohu8.com/S/002112\">Sanbian Technology</a>|4.09%|#|<a href=\"https://laohu8.com/S/301046\">Nenghui Technology</a>|3.27%|#|<a href=\"https://laohu8.com/S/300774\">Bejett</a>|3.04%|</p><p>The wind power equipment industry where Goldwind Technology is located has a net inflow of 1.58 billion yuan today, ranking 1/124 in the industry. The top three stocks in this industry with net inflows are<a href=\"https://laohu8.com/S/002531\">Tianshun Wind Energy</a>、<a href=\"https://laohu8.com/S/601615\">Mingyang Intelligent</a>, Goldwind Technology. The top three stocks with net outflows are<a href=\"https://laohu8.com/S/002487\">Daikin Heavy Industries</a>、<a href=\"https://laohu8.com/S/600416\">Xiangdian Co., Ltd</a>、<a href=\"https://laohu8.com/S/300690\">Double One Technology</a>。 (End)</p><p>(The above contents are self-selected shares<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The machine writer Money Call is completed. It is only used as a reference for users to read the market and cannot be used as a basis for buying.)</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220713151417828c642d&s=b\">自选股智能写手</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1558":"风电股","BK1513":"稀土概念","BK1546":"电力设备股","BK1205":"重型电气设备","02208":"金风科技","BK1594":"碳中和概念股","BK1526":"科网股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220713151417828c642d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2251639184","content_text":"07月13日, 金风科技股价涨4.70%，报收15.59元，成交金额18.61亿元，换手率3.56%，振幅6.51%，量比1.81。金风科技今日主力资金（超大单+大单）净流入2.16亿元，上一交易日主力净流入1576万元，今日环比增加1271.57%。该股近5个交易日上涨3.59%，主力资金累计净流出1.46亿元；近20日主力资金累计净流出2.33亿元，其中净流出天数为11日。该股主力净额占比0.41%（主力资金净额/流通市值），A股市场排名231/4917，低于行业平均值。|07月13日主力加仓幅度前10个股||#|股票简称|主力净额占比|#|N华盛|22.46%|#|拓山重工|12.78%|#|新特电气|9.12%|#|上海港湾|7.35%|#|中旗新材|5.92%|#|久盛电气|4.90%|#|盛视科技|4.47%|#|三变科技|4.09%|#|能辉科技|3.27%|#|倍杰特|3.04%|金风科技所在的风电设备行业，今日主力净流入15.80亿元，行业排名1/124。该行业中净流入前三个股分别为天顺风能、明阳智能、金风科技。净流出前三个股分别为大金重工、湘电股份、双一科技。（完）（以上内容为自选股智能机器写手Money Call完成，仅作为用户看盘参考，不能作为买入依据。）","news_type":1,"symbols_score_info":{"02208":0.9}},"isVote":1,"tweetType":1,"viewCount":2112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078228172,"gmtCreate":1657698142396,"gmtModify":1676536048056,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093875996002050","authorIdStr":"4093875996002050"},"themes":[],"htmlText":"：-）","listText":"：-）","text":"：-）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078228172","repostId":"2240452918","repostType":2,"repost":{"id":"2240452918","kind":"news","pubTimestamp":1654054083,"share":"https://ttm.financial/m/news/2240452918?lang=en_US&edition=fundamental","pubTime":"2022-06-01 11:28","market":"hk","language":"zh","title":"Modern Dental Group releases first-quarter sales figures, digital solution output doubles","url":"https://stock-news.laohu8.com/highlight/detail?id=2240452918","media":"金融界","summary":"5月31日，现代牙科集团发布2022年第一季度销售数字。值得一提的是，现代牙科集团2022年第一季度由中国大陆厂家生产的以口内扫描仪为主的数字化解决方案达到106,000例，对比2021年的50,000例，同比增长约112%。现代牙科数字化解决方案案例的大幅增长，也抵消了部分疫情给企业造成的影响。据现代牙科集团一季报显示，2022年前三个月透舒丽的销售额为6百万港元，同比上升87.5%。","content":"<p><html><body><article>May 31,<a href=\"https://laohu8.com/S/03600\">Modern dentistry</a>Group (03600. HK) released sales figures for the first quarter of 2022. The report shows that in the first quarter of 2022, Modern Dental's revenue will be HK $666 million.</p><p>Modern Dental said that the revenue in the first quarter of 2022 will decline slightly. On the one hand, due to the repeated epidemic situation in Guangdong, the production of the company's main production plants in Shenzhen and Dongguan in the first quarter will be affected to a certain extent; On the other hand, the depreciation of the euro and Australian dollar against the Hong Kong dollar in the first quarter also had a negative impact on the company's revenue in the first quarter.</p><p>It is worth mentioning that in the first quarter of 2022, Hyundai Dental Group's digital solutions based on intraoral scanners produced by mainland Chinese manufacturers reached 106,000 cases, compared with 50,000 cases in 2021, a year-on-year increase of approximately 112%. The substantial increase in cases of modern dental digital solutions has also offset some of the impact of the epidemic on enterprises. With the rapid development of the mobile Internet and the arrival of the 5G era, the digital economy has been given wings to take off and the pace of digital transformation in the dental field has been accelerated. Under the background of oral digitalization, the intraoral scanner industry has developed rapidly. At the same time, due to the high technical requirements of intraoral scanners, the industry has high barriers to entry, which has also built a solid moat for modern dentistry.</p><p>It is reported that Modern Dental Group has recently cooperated with well-known oral medical chain institutions in the mainland<a href=\"https://laohu8.com/S/06639\">Riel Group</a>, reached a strategic cooperation on the transparent aligner business. In the future, the Green Pepper Meiya brand of Hyundai Dental Group will refer users to the dental clinics and hospitals of Riel Group, and Riel Group will provide high-quality services to support the business of Green Pepper Meiya and Toshuli. According to the first quarterly report of Modern Dental Group, the sales of Toushuli in the first three months of 2022 will be HK $6 million, a year-on-year increase of 87.5%. It is believed that with the further deepening of modern dentistry's business in mainland China and the dissipation of the haze of the epidemic in the future, the revenue scale of Greater China is expected to usher in a breakthrough.</p><p>In the era of digital transformation, dental companies need to firmly seize advanced opportunities in the industry in order not to be eliminated in the rolling wave of digitalization. We look forward to more outstanding dental companies like Modern Dental Group leading China's dental digitalization to a further journey.</p><p>Modern Dental Group is the world's leading supplier of denture equipment. Its product line is roughly divided into three categories: fixed denture equipment such as crowns, removable denture equipment, orthodontic products such as transparent braces, dental equipment, educational lecture activities services and other businesses. With a focus on the dental industry. The Group currently owns highly acclaimed global brands, including Labocast, Permadental and Elysee in Western Europe, Bauhinia in China, Modern Dental Equipment in Hong Kong, Modern Dental USA in the United States, Modern Dental Pacific in Australia, New Zealand and Ireland, Modern Dental SG in Singapore, Modern Dental TW in Taiwan and Apex Digital Dental in Malaysia. The Group provides stable and high-quality products and excellent customer service, which enable these corporate brands to thrive. The Group has more than 80 service centres and 30,000 customers in more than 20 countries around the world.</p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Modern Dental Group releases first-quarter sales figures, digital solution output doubles</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\">\nModern Dental Group releases first-quarter sales figures, digital solution output doubles\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金融界</strong><span class=\"h-time small\">2022-06-01 11:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>May 31,<a href=\"https://laohu8.com/S/03600\">Modern dentistry</a>Group (03600. HK) released sales figures for the first quarter of 2022. The report shows that in the first quarter of 2022, Modern Dental's revenue will be HK $666 million.</p><p>Modern Dental said that the revenue in the first quarter of 2022 will decline slightly. On the one hand, due to the repeated epidemic situation in Guangdong, the production of the company's main production plants in Shenzhen and Dongguan in the first quarter will be affected to a certain extent; On the other hand, the depreciation of the euro and Australian dollar against the Hong Kong dollar in the first quarter also had a negative impact on the company's revenue in the first quarter.</p><p>It is worth mentioning that in the first quarter of 2022, Hyundai Dental Group's digital solutions based on intraoral scanners produced by mainland Chinese manufacturers reached 106,000 cases, compared with 50,000 cases in 2021, a year-on-year increase of approximately 112%. The substantial increase in cases of modern dental digital solutions has also offset some of the impact of the epidemic on enterprises. With the rapid development of the mobile Internet and the arrival of the 5G era, the digital economy has been given wings to take off and the pace of digital transformation in the dental field has been accelerated. Under the background of oral digitalization, the intraoral scanner industry has developed rapidly. At the same time, due to the high technical requirements of intraoral scanners, the industry has high barriers to entry, which has also built a solid moat for modern dentistry.</p><p>It is reported that Modern Dental Group has recently cooperated with well-known oral medical chain institutions in the mainland<a href=\"https://laohu8.com/S/06639\">Riel Group</a>, reached a strategic cooperation on the transparent aligner business. In the future, the Green Pepper Meiya brand of Hyundai Dental Group will refer users to the dental clinics and hospitals of Riel Group, and Riel Group will provide high-quality services to support the business of Green Pepper Meiya and Toshuli. According to the first quarterly report of Modern Dental Group, the sales of Toushuli in the first three months of 2022 will be HK $6 million, a year-on-year increase of 87.5%. It is believed that with the further deepening of modern dentistry's business in mainland China and the dissipation of the haze of the epidemic in the future, the revenue scale of Greater China is expected to usher in a breakthrough.</p><p>In the era of digital transformation, dental companies need to firmly seize advanced opportunities in the industry in order not to be eliminated in the rolling wave of digitalization. We look forward to more outstanding dental companies like Modern Dental Group leading China's dental digitalization to a further journey.</p><p>Modern Dental Group is the world's leading supplier of denture equipment. Its product line is roughly divided into three categories: fixed denture equipment such as crowns, removable denture equipment, orthodontic products such as transparent braces, dental equipment, educational lecture activities services and other businesses. With a focus on the dental industry. The Group currently owns highly acclaimed global brands, including Labocast, Permadental and Elysee in Western Europe, Bauhinia in China, Modern Dental Equipment in Hong Kong, Modern Dental USA in the United States, Modern Dental Pacific in Australia, New Zealand and Ireland, Modern Dental SG in Singapore, Modern Dental TW in Taiwan and Apex Digital Dental in Malaysia. The Group provides stable and high-quality products and excellent customer service, which enable these corporate brands to thrive. The Group has more than 80 service centres and 30,000 customers in more than 20 countries around the world.</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022060111384581f3b42a&s=b\">金融界</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03600":"现代牙科","BK1100":"医疗保健设备","BK1593":"医美概念股","BK1583":"高瓴概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022060111384581f3b42a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2240452918","content_text":"5月31日，现代牙科集团（03600.HK）发布2022年第一季度销售数字。报告显示，2022年一季度现代牙科营收6.66亿港元。现代牙科表示，2022年一季度营收略有下降，一方面是因为广东疫情反复，公司在深圳和东莞的主要生产厂房一季度生产受到一定的影响；另一方面，一季度欧元和澳元对港币贬值，也给公司一季度的营收带来了负面影响。值得一提的是，现代牙科集团2022年第一季度由中国大陆厂家生产的以口内扫描仪为主的数字化解决方案达到106,000例，对比2021年的50,000例，同比增长约112%。现代牙科数字化解决方案案例的大幅增长，也抵消了部分疫情给企业造成的影响。随着移动互联网的高速发展与5G时代的到来为数字经济插上了腾飞的翅膀，加快了牙科领域的数字化转型步伐。口腔数字化大背景下，口内扫描仪行业得到快速发展。同时由于口内扫描仪对技术要求较高，行业有较高的进入壁垒，也为现代牙科筑起了坚实的护城河。据悉，现代牙科集团日前与内地知名口腔医疗连锁机构瑞尔集团，就透明矫正器业务达成战略合作。现代牙科集团旗下青椒美牙品牌今后将转介用户至瑞尔集团的牙科诊所及医院，而瑞尔集团将提供优质的服务来支持青椒美牙和透舒丽的业务。据现代牙科集团一季报显示，2022年前三个月透舒丽的销售额为6百万港元，同比上升87.5%。相信随着未来现代牙科在中国内地业务的进一步深入以及疫情阴霾的消散，大中华地区的营收规模有望迎来突破。在数字化变革时代，牙科企业需要紧紧抓住行业先进机遇，才能在滚滚前进数字化浪潮中不被淘汰。期待更多像现代牙科集团这样的优秀牙科企业带领中国口腔数字化走向更远的征程。现代牙科集团是全球领先的义齿器材供应商，其产品线大概分为三条：牙冠等固定义齿器材，活动义齿器材，透明牙套等正畸类产品、牙科设备和教育讲座活动服务等其他业务。凭借对牙科产业的专注。集团目前拥有备受称许的全球品牌，包括西欧的Labocast、Permadental及Elysee、中国的洋紫荆、香港的现代牙科器材、美国的 Modern Dental USA、澳洲、纽西兰及爱尔兰的Modern Dental Pacific、新加坡的Modern Dental SG、台湾的Modern Dental TW、马来西亚的Apex Digital Dental。集团提供稳定和优质的産品及卓越的客户服务，令这些公司品牌能茁壮成长。集团于全球超过20个国家拥有超过80间服务中心及30,000名客户。","news_type":1,"symbols_score_info":{"03600":0.9}},"isVote":1,"tweetType":1,"viewCount":2521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078982480,"gmtCreate":1657617138441,"gmtModify":1676536034836,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093875996002050","authorIdStr":"4093875996002050"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078982480","repostId":"2250258959","repostType":2,"isVote":1,"tweetType":1,"viewCount":1967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073976519,"gmtCreate":1657273499231,"gmtModify":1676535983639,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093875996002050","authorIdStr":"4093875996002050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02137\">$腾盛博药-B(02137)$</a>👍👍","listText":"<a href=\"https://ttm.financial/S/02137\">$腾盛博药-B(02137)$</a>👍👍","text":"$腾盛博药-B(02137)$👍👍","images":[{"img":"https://community-static.tradeup.com/news/aa7b866cd418aa81da73df44009ea4ff","width":"828","height":"1974"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073976519","isVote":1,"tweetType":1,"viewCount":3103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9073912384,"gmtCreate":1657262687348,"gmtModify":1676535982061,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093875996002050","authorIdStr":"4093875996002050"},"themes":[],"htmlText":"：-）","listText":"：-）","text":"：-）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073912384","repostId":"2249526256","repostType":2,"isVote":1,"tweetType":1,"viewCount":2112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070209783,"gmtCreate":1657065233942,"gmtModify":1676535941506,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093875996002050","authorIdStr":"4093875996002050"},"themes":[],"htmlText":"：-）","listText":"：-）","text":"：-）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070209783","repostId":"2247527076","repostType":2,"repost":{"id":"2247527076","kind":"news","pubTimestamp":1656550878,"share":"https://ttm.financial/m/news/2247527076?lang=en_US&edition=fundamental","pubTime":"2022-06-30 09:01","market":"us","language":"zh","title":"China Merchants Securities: First \"strongly recommended\" rating to Chaoyun Group (06601), diversified development and growth can be expected","url":"https://stock-news.laohu8.com/highlight/detail?id=2247527076","media":"智通财经","summary":"智通财经APP获悉，招商证券发布研究报告称，首予朝云集团”强烈推荐”评级，预计2022-24年实现营收18.6/23.2/29.2亿元，归母净利1.2/1.5/1.9亿元。随着持续在家居护理行业夯实龙头地位，并积极布局个人护理、宠物护理两大赛道，有望迎来高速成长期。在家居护理与个人护理行业深耕多年，先发优势显著;近年来于宠物护理细分赛道持续孵化新品牌，业务发展迅速。","content":"<p><html><body>Zhitong Finance APP learned that,<a href=\"https://laohu8.com/S/600999\">China Merchants Securities</a>Released a research report stating that the first time<a href=\"https://laohu8.com/S/06601\">Chaoyun Group</a>(06601) \"Highly recommended\" rating, it is expected to achieve revenue of 1.86/2.32/2.92 billion yuan in 2022-24, and net profit attributable to the parent company of 1.2/1.5/190 million yuan. In 2021, the revenue will be 1.77 billion yuan, corresponding to a CAGR of 5.62% in 2017-21. At present, the capital reserve is abundant, and the high dividend payment policy reflects business confidence. In terms of channels, build a national multi-channel sales network system, with outstanding advantages of offline channels and high growth rate of online channels for a long time; In terms of products, the product research and development capabilities are improved through digitalization, and the product matrix is continuously improved. As it continues to consolidate its leading position in the home care industry and actively deploys the two major tracks of personal care and pet care, it is expected to usher in a period of rapid growth.</p><p>According to the report, the sunrise industry of flexible employment has broad prospects, and the three major needs drive the rapid growth of the industry. The prosperity of the daily chemical industry is relatively high, and the three major segments have broad room for development. China's home care industry shows a development trend of large market + high growth. In 2019, the market size of China's home care market reached 45.8 billion yuan, and it is expected to grow to 69.4 billion yuan at a CAGR of 8.7% in 2024. As the penetration rate of low-tier cities continues to improve and have broad growth potential. In addition, consumers' demand for beauty and health has continued to increase in recent years. In 2019, the scale of China's personal care market reached 458.7 billion yuan, and the corresponding CAGR from 2020 to 24 is expected to be 8.9%. In addition, the development of the pet economy has also helped the pet care industry enter a period of rapid growth. Under the highly dispersed pattern, domestic leading companies will have greater room for development in the future.</p><p>The bank mentioned that the company adheres to the multi-brand and multi-category strategy, builds an omni-channel sales network, and continues to improve the product matrix. Strategically focus on three categories: home care, personal care, and pet care, and build eight core brands with excellent brand incubation capabilities. Having been deeply involved in the home care and personal care industry for many years, the first-Mover advantage is significant; In recent years, it has continued to incubate new brands in the pet care segment, and its business has developed rapidly. At the same time, the company has also built a strong national multi-channel sales network system, with outstanding advantages in offline distribution channels and high growth in online channels. By building an internal and external linkage R&D platform, the company has digitally improved product R&D capabilities, and the product matrix has continued to improve.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Merchants Securities: First \"strongly recommended\" rating to Chaoyun Group (06601), diversified development and growth can be expected</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\">\nChina Merchants Securities: First \"strongly recommended\" rating to Chaoyun Group (06601), diversified development and growth can be expected\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-06-30 09:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Zhitong Finance APP learned that,<a href=\"https://laohu8.com/S/600999\">China Merchants Securities</a>Released a research report stating that the first time<a href=\"https://laohu8.com/S/06601\">Chaoyun Group</a>(06601) \"Highly recommended\" rating, it is expected to achieve revenue of 1.86/2.32/2.92 billion yuan in 2022-24, and net profit attributable to the parent company of 1.2/1.5/190 million yuan. In 2021, the revenue will be 1.77 billion yuan, corresponding to a CAGR of 5.62% in 2017-21. At present, the capital reserve is abundant, and the high dividend payment policy reflects business confidence. In terms of channels, build a national multi-channel sales network system, with outstanding advantages of offline channels and high growth rate of online channels for a long time; In terms of products, the product research and development capabilities are improved through digitalization, and the product matrix is continuously improved. As it continues to consolidate its leading position in the home care industry and actively deploys the two major tracks of personal care and pet care, it is expected to usher in a period of rapid growth.</p><p>According to the report, the sunrise industry of flexible employment has broad prospects, and the three major needs drive the rapid growth of the industry. The prosperity of the daily chemical industry is relatively high, and the three major segments have broad room for development. China's home care industry shows a development trend of large market + high growth. In 2019, the market size of China's home care market reached 45.8 billion yuan, and it is expected to grow to 69.4 billion yuan at a CAGR of 8.7% in 2024. As the penetration rate of low-tier cities continues to improve and have broad growth potential. In addition, consumers' demand for beauty and health has continued to increase in recent years. In 2019, the scale of China's personal care market reached 458.7 billion yuan, and the corresponding CAGR from 2020 to 24 is expected to be 8.9%. In addition, the development of the pet economy has also helped the pet care industry enter a period of rapid growth. Under the highly dispersed pattern, domestic leading companies will have greater room for development in the future.</p><p>The bank mentioned that the company adheres to the multi-brand and multi-category strategy, builds an omni-channel sales network, and continues to improve the product matrix. Strategically focus on three categories: home care, personal care, and pet care, and build eight core brands with excellent brand incubation capabilities. Having been deeply involved in the home care and personal care industry for many years, the first-Mover advantage is significant; In recent years, it has continued to incubate new brands in the pet care segment, and its business has developed rapidly. At the same time, the company has also built a strong national multi-channel sales network system, with outstanding advantages in offline distribution channels and high growth in online channels. By building an internal and external linkage R&D platform, the company has digitally improved product R&D capabilities, and the product matrix has continued to improve.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/747301.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"06601":"朝云集团","06099":"招商证券"},"source_url":"http://www.zhitongcaijing.com/content/detail/747301.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247527076","content_text":"智通财经APP获悉，招商证券发布研究报告称，首予朝云集团(06601)”强烈推荐”评级，预计2022-24年实现营收18.6/23.2/29.2亿元，归母净利1.2/1.5/1.9亿元。2021年实现营收17.7亿元，2017-21年对应CAGR5.62%，目前资金储备充裕，高派息政策体现业务信心。渠道方面，搭建全国性多渠道销售网络体系，线下渠道优势突出，线上渠道长期保持高增速;产品方面，通过数字化提高产品研发能力，产品矩阵持续完善。随着持续在家居护理行业夯实龙头地位，并积极布局个人护理、宠物护理两大赛道，有望迎来高速成长期。报告中称，灵活用工朝阳行业前景广阔，三大需求驱动行业高速成长。日化行业景气度较高，三大细分赛道具有广阔发展空间。中国家居护理行业呈现大市场+高增速发展趋势，2019年中国家居护理市场市场规模达到458亿元，预计2024年将以8.7%的CAGR增长至694亿元，随着低线城市渗透率持续提升且具有广阔的增长潜力。另近年来消费者对美容、健康需求的持续提高，2019年中国个人护理市场规模达到4587亿元，预计2020-24年对应CAGR为8.9%。此外，宠物经济也发展助力宠物护理行业进入高速成长期，高分散格局下未来国产龙头企业具有较大发展空间。该行提到，公司坚持多品牌多品类战略，构建全渠道销售网络，产品矩阵持续完善。战略性聚焦家居护理、个人护理、宠物护理三大品类，打造八大核心品牌，品牌孵化能力优秀。在家居护理与个人护理行业深耕多年，先发优势显著;近年来于宠物护理细分赛道持续孵化新品牌，业务发展迅速。同时，公司还打造了强大的全国性多渠道销售网络体系，线下分销渠道优势突出，线上渠道增速保持高增长，并通过构建内外联动的研发平台，数字化提高产品研发能力，产品矩阵持续完善。","news_type":1,"symbols_score_info":{"06601":1,"06099":1}},"isVote":1,"tweetType":1,"viewCount":1944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070377372,"gmtCreate":1657024656696,"gmtModify":1676535933560,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093875996002050","authorIdStr":"4093875996002050"},"themes":[],"htmlText":"：-）","listText":"：-）","text":"：-）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070377372","repostId":"9047106945","repostType":1,"repost":{"id":9047106945,"gmtCreate":1656889442788,"gmtModify":1676535908246,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"htmlText":"Semiconductor stocks performance is the key barometer for the broader market and economy.&nbsp; Chips are used in appliances, data centres, gaming, EVs&nbsp;and even artificial intelligence.Have the semiconductor stocks bottomed yet?&nbsp; In my humble opinion NO.With inflation at all time high, rising interest rates, the war in Ukraine, increasing oil prices, the global economy is slowing down.&nbsp; Hence there is lesser demand for chips.However there are still demand for chips especially in the EV industry.&nbsp; Elon Musk said that his gigafactories in Austin and Berlin are \"burning furnaces\" due to supply constraints of raw materials especially chips.Data centres are still humming along as their demand for chips continue to grow.&nbsp;I like&nbsp;<a href=\"https://ttm.financial/S/SMH\"></a>","listText":"Semiconductor stocks performance is the key barometer for the broader market and economy.&nbsp; Chips are used in appliances, data centres, gaming, EVs&nbsp;and even artificial intelligence.Have the semiconductor stocks bottomed yet?&nbsp; In my humble opinion NO.With inflation at all time high, rising interest rates, the war in Ukraine, increasing oil prices, the global economy is slowing down.&nbsp; Hence there is lesser demand for chips.However there are still demand for chips especially in the EV industry.&nbsp; Elon Musk said that his gigafactories in Austin and Berlin are \"burning furnaces\" due to supply constraints of raw materials especially chips.Data centres are still humming along as their demand for chips continue to grow.&nbsp;I like&nbsp;<a href=\"https://ttm.financial/S/SMH\"></a>","text":"Semiconductor stocks performance is the key barometer for the broader market and economy. Chips are used in appliances, data centres, gaming, EVs and even artificial intelligence.Have the semiconductor stocks bottomed yet? In my humble opinion NO.With inflation at all time high, rising interest rates, the war in Ukraine, increasing oil prices, the global economy is slowing down. Hence there is lesser demand for chips.However there are still demand for chips especially in the EV industry. Elon Musk said that his gigafactories in Austin and Berlin are \"burning furnaces\" due to supply constraints of raw materials especially chips.Data centres are still humming along as their demand for chips continue to grow. I like","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047106945","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070375408,"gmtCreate":1657024416504,"gmtModify":1676535933536,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093875996002050","authorIdStr":"4093875996002050"},"themes":[],"htmlText":"：-）","listText":"：-）","text":"：-）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070375408","repostId":"2249322627","repostType":2,"repost":{"id":"2249322627","kind":"news","pubTimestamp":1656986558,"share":"https://ttm.financial/m/news/2249322627?lang=en_US&edition=fundamental","pubTime":"2022-07-05 10:02","market":"sh","language":"zh","title":"Changes in Hong Kong stocks | Dongyue Group (00189) rebounded more than 4%, PVDF price rose to 500,000 yuan/ton and is expected to continue to rise","url":"https://stock-news.laohu8.com/highlight/detail?id=2249322627","media":"智通财经","summary":"智通财经APP获悉，东岳集团(00189)早盘反弹逾4%，截至发稿，涨3.68%，报9.59港元，成交额5517.91万港元。PVDF价格已经从去年4月的每吨10万元，窜升到如今的约50万元/吨；生产PVDF的主要配套原料R142b价格突破20万元/吨，一年来累计涨幅达1200%。中信证券表示，由于2022年行业新增产能较少，后市锂电粘结剂PVDF价格有望继续走高。未来2年内PVDF供应紧缺状态都很难得到缓解，高景气仍将持续。","content":"<p><html><body>Zhitong Finance APP learned that,<a href=\"https://laohu8.com/S/00189\">Dongyue Group</a>(00189) rebounded more than 4% in early trading. As of press time, it rose 3.68% to HK $9.59, with a turnover of HK $55.1791 million.</p><p>The price of PVDF has soared from 100,000 yuan per ton in April last year to about 500,000 yuan/ton today; The price of R142b, the main supporting raw material for the production of PVDF, exceeded 200,000 yuan/ton, with a cumulative increase of 1,200% over the past year.<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>He said that due to the less new production capacity in the industry in 2022, the price of lithium battery binder PVDF is expected to continue to rise in the market outlook. In the next two years, the shortage of PVDF supply will be difficult to alleviate, and the high prosperity will continue.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Changes in Hong Kong stocks | Dongyue Group (00189) rebounded more than 4%, PVDF price rose to 500,000 yuan/ton and is expected to continue to rise</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\">\nChanges in Hong Kong stocks | Dongyue Group (00189) rebounded more than 4%, PVDF price rose to 500,000 yuan/ton and is expected to continue to rise\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-07-05 10:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Zhitong Finance APP learned that,<a href=\"https://laohu8.com/S/00189\">Dongyue Group</a>(00189) rebounded more than 4% in early trading. As of press time, it rose 3.68% to HK $9.59, with a turnover of HK $55.1791 million.</p><p>The price of PVDF has soared from 100,000 yuan per ton in April last year to about 500,000 yuan/ton today; The price of R142b, the main supporting raw material for the production of PVDF, exceeded 200,000 yuan/ton, with a cumulative increase of 1,200% over the past year.<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>He said that due to the less new production capacity in the industry in 2022, the price of lithium battery binder PVDF is expected to continue to rise in the market outlook. In the next two years, the shortage of PVDF supply will be difficult to alleviate, and the high prosperity will continue.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/749775.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1129":"特种化学制品","BK1511":"疑似财技股","BK1522":"燃料电池","00189":"东岳集团","BK1594":"碳中和概念股"},"source_url":"http://www.zhitongcaijing.com/content/detail/749775.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249322627","content_text":"智通财经APP获悉，东岳集团(00189)早盘反弹逾4%，截至发稿，涨3.68%，报9.59港元，成交额5517.91万港元。PVDF价格已经从去年4月的每吨10万元，窜升到如今的约50万元/吨；生产PVDF的主要配套原料R142b价格突破20万元/吨，一年来累计涨幅达1200%。中信证券表示，由于2022年行业新增产能较少，后市锂电粘结剂PVDF价格有望继续走高。未来2年内PVDF供应紧缺状态都很难得到缓解，高景气仍将持续。","news_type":1,"symbols_score_info":{"00189":1}},"isVote":1,"tweetType":1,"viewCount":2502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047681116,"gmtCreate":1656907766235,"gmtModify":1676535914292,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093875996002050","authorIdStr":"4093875996002050"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047681116","repostId":"2248482842","repostType":2,"repost":{"id":"2248482842","kind":"news","pubTimestamp":1656711499,"share":"https://ttm.financial/m/news/2248482842?lang=en_US&edition=fundamental","pubTime":"2022-07-02 05:38","market":"sh","language":"zh","title":"The clouds of the epidemic recede and the tourism gold rush will bring huge profits to Ctrip","url":"https://stock-news.laohu8.com/highlight/detail?id=2248482842","media":"金融界网站","summary":"　　携程一季度录得亏损9.89亿元，收入环比下降12%；　　虽然业绩低迷，该公司对中国放松旅行限制后出境游的潜在热潮表示乐观；　　由于国内疫情期间的旅行限制，这家在线旅行社一季度严重亏损；但预计丰厚的利润已近在眼前。　　如今，经营在线旅行社依然非常艰难；因为目前中国国内仍然禁止国际旅客入境，持续的疫情限制措施也重创了国内旅游业。","content":"<p><html><body><div>　　<font face=\"楷体_GB2312,楷体\"><strong>Knock on the board:</strong></font></p><p>　　<font face=\"楷体_GB2312,楷体\">Ctrip recorded a loss of 989 million yuan in the first quarter, and its revenue fell by 12% month-on-month;</font></p><p>　　<font face=\"楷体_GB2312,楷体\">Despite the sluggish performance, the company expressed optimism about the potential boom in outbound travel after China eases travel restrictions;</font></p><p><font face=\"楷体_GB2312,楷体\">The online travel agency suffered heavy losses in the first quarter due to travel restrictions during the domestic pandemic; But the expected big profits are just around the corner.</font></p><p>Nowadays, running an online travel agency is still very difficult; Because international tourists are still prohibited from entering China, the continued epidemic restrictions have also hit the domestic tourism industry hard.</p><p>Ctrip Group empathizes with this pain. The Shanghai-based online travel giant just announced its seemingly lackluster first-quarter results. However, company executives are still full of optimism. They believe that the company is expected to catch the express train of the emerging global tourism gold rush, which will soon come to China when China reopens its doors.</p><p>Let's start with the bad news. Ctrip reported a loss of 989 million yuan (about $148 million) in the first three months of the year, reversing last year's profit of 1.78 billion yuan. Revenue for the quarter totaled 4.1 billion yuan, down 12% from the previous quarter and basically the same as the same period last year.</p><p>Ctrip CEO Sun Jie said that over the years, the company has weathered the ups and downs of the tourism industry and made the most of these experiences and lessons during the pandemic. She said that the key to survival is to retain cash. The company is flush with cash, holding 33.3 billion yuan in cash as of the end of March.</p><p>Although the performance is not bright, Ctrip executives have a convincing story to tell investors and analysts-and it seems to be recognized. After the results were released on Tuesday, the company's shares in Hong Kong rose 25% at one point, and finally closed up 16%. Since then, it has given up some of its gains, but it is still 12% above its pre-announcement level.</p><p>Such gains look particularly strong, given how flamboyant it may be, covering up travel restrictions not imposed to control the spread of the epidemic<a href=\"https://laohu8.com/S/TCOM\">Ctrip.com</a>And its peers. Ctrip has been working hard to boost revenue in international markets that have not been severely affected by China's restrictions. But more than half of its business is still domestic.</p><p>In June, the number of aircraft seats on inbound and outbound flights at Chinese airports reached nearly 64 million, down more than 20% from pre-pandemic levels in June 2019, according to aviation analytics firm OAG. Nearly 62.2 million of those seats came from domestic flights, accounting for 97.3% of the total, as China significantly scaled back international travel.</p><p>Domestic travel tends to resume quickly after the lockdown measures end. However, for Ctrip, it is Chinese outbound travel that really makes money, and this business has almost stagnated in the past two years. More importantly, at present, the mainland has suspended the issuance of inbound tourist visas, and it is almost forbidden to travel abroad.</p><p><strong>Peers outperform</strong></p><p>Unlike Ctrip, some other Chinese online travel agencies, which mainly do domestic travel, made a profit in the first quarter. Based in Jiangsu<a href=\"https://laohu8.com/S/00780\">Tongcheng travel</a>The profit in the same period was as high as 245 million yuan. Although both are online travel agencies, most of Tongcheng's registered users live in smaller third-tier cities, which have survived China's worst lockdowns. Tourists living in these places can continue to travel domestically, making Tongcheng a lot of money in the process.</p><p>China's largest resort operator<a href=\"https://laohu8.com/S/01992\">Fosun Tourism Culture</a>Owner of the popular ClubMed brand, it also managed to avoid a sluggish profit because 75% of its revenue comes from outside China, so it was able to profit from the rebound in tourism in major markets in the United States and Europe in the first quarter. In the first three months of this year, Fosun Tourism Culture achieved net income of 4.2 billion yuan from its core resort and tourist destination business, more than four times that of the same period last year.</p><p>In contrast, Ctrip said it was heavily affected by COVID-19 pandemic, where the pandemic led to varying degrees of lockdowns in first-tier cities such as Shenzhen, Shanghai and Beijing, which greatly exacerbated its quarterly losses.</p><p>As the lockdown in these cities lasted until the second quarter, and there was no sign of easing the international travel ban, Ctrip's performance prospects in the second quarter were not so optimistic.</p><p>\"Season-to-date air passenger traffic at the industry level is down 70% to 90%,\" Ctrip CFO Xiao Wang said on an earnings call this week. \"Revenue per saleable room in the hospitality sector is down 40% to 60% compared to the same period in 2019, with a large portion of that stemming from pandemic prevention requirements.\" As a result, the company expects \"a relatively weak second quarter,\" Jie Sun told analysts.</p><p>Ctrip's shares listed on the Hong Kong Stock Exchange fell more than 19% from a 12-month high of HK $289.80, and shares listed on the Nasdaq fell even more, as much as 23% over the same period. However, the company's U.S. stock market sales ratio is still 6.2 times, higher than Tongcheng's 4.4 times, and much higher than global travel giants<a href=\"https://laohu8.com/S/EXPE\">Expedia</a>1.6 times.</p><p>This premium is partly due to the overall optimism of Ctrip executives, which has helped the stock price rebound after the earnings report was released to some extent, because both investors and management believe that the future will be brighter. In the final analysis, China cannot close its doors forever. When the border reopens, millions of Chinese people have saved a lot of money and will be busy placing orders on travel websites like Ctrip.</p><p>Outside of China, long-distance travel has revived as countries reopen and ease restrictions. In many markets, demand for seats and hotel rooms has exceeded supply, and travel yields have soared. The price is high, but people don't care. Everyone just wants to travel and is willing to pay extra for it.</p><p>Ctrip isn't the only big Chinese company waiting to reopen. Huazhu Hotel Group, one of China's largest hotel operators, manages nearly 8,000 hotels with more than 750,000 rooms. Affected by the epidemic, the net loss in the first quarter was 630 million yuan.</p><p>However, with the vision of a bright future, Huazhu Hotel Group has opened more than 300 new hotels in three months, and more than 2,200 hotels are under preparation. What confidence this is in China's tourism market!</p><p>A non-Chinese airline executive recently said that the current travel environment is the highest income he has seen in 30 years. After two years of depression triggered by COVID-19 pandemic, the global tourism industry is setting off a gold rush. Once the Chinese market reopens, Ctrip and its investors will be rewarded-which explains why everyone has been so excited this week despite the quarterly loss.</p><p>\"While our short-term outlook may not look promising, travel demand remains strong, which makes the long-term outlook look brighter,\" said Liang Jianzhang, chairman of Ctrip. \"Global tourism continues to recover at a strong pace as governments continue to open up. We expect a similar situation in China once restrictions are eased.\" (Source: Bamboo Works)</p><p><div></div></div></body></html></p>","source":"jinrongjie_stock","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>The clouds of the epidemic recede and the tourism gold rush will bring huge profits to Ctrip</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\">\nThe clouds of the epidemic recede and the tourism gold rush will bring huge profits to Ctrip\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金融界网站</strong><span class=\"h-time small\">2022-07-02 05:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>　　<font face=\"楷体_GB2312,楷体\"><strong>Knock on the board:</strong></font></p><p>　　<font face=\"楷体_GB2312,楷体\">Ctrip recorded a loss of 989 million yuan in the first quarter, and its revenue fell by 12% month-on-month;</font></p><p>　　<font face=\"楷体_GB2312,楷体\">Despite the sluggish performance, the company expressed optimism about the potential boom in outbound travel after China eases travel restrictions;</font></p><p><font face=\"楷体_GB2312,楷体\">The online travel agency suffered heavy losses in the first quarter due to travel restrictions during the domestic pandemic; But the expected big profits are just around the corner.</font></p><p>Nowadays, running an online travel agency is still very difficult; Because international tourists are still prohibited from entering China, the continued epidemic restrictions have also hit the domestic tourism industry hard.</p><p>Ctrip Group empathizes with this pain. The Shanghai-based online travel giant just announced its seemingly lackluster first-quarter results. However, company executives are still full of optimism. They believe that the company is expected to catch the express train of the emerging global tourism gold rush, which will soon come to China when China reopens its doors.</p><p>Let's start with the bad news. Ctrip reported a loss of 989 million yuan (about $148 million) in the first three months of the year, reversing last year's profit of 1.78 billion yuan. Revenue for the quarter totaled 4.1 billion yuan, down 12% from the previous quarter and basically the same as the same period last year.</p><p>Ctrip CEO Sun Jie said that over the years, the company has weathered the ups and downs of the tourism industry and made the most of these experiences and lessons during the pandemic. She said that the key to survival is to retain cash. The company is flush with cash, holding 33.3 billion yuan in cash as of the end of March.</p><p>Although the performance is not bright, Ctrip executives have a convincing story to tell investors and analysts-and it seems to be recognized. After the results were released on Tuesday, the company's shares in Hong Kong rose 25% at one point, and finally closed up 16%. Since then, it has given up some of its gains, but it is still 12% above its pre-announcement level.</p><p>Such gains look particularly strong, given how flamboyant it may be, covering up travel restrictions not imposed to control the spread of the epidemic<a href=\"https://laohu8.com/S/TCOM\">Ctrip.com</a>And its peers. Ctrip has been working hard to boost revenue in international markets that have not been severely affected by China's restrictions. But more than half of its business is still domestic.</p><p>In June, the number of aircraft seats on inbound and outbound flights at Chinese airports reached nearly 64 million, down more than 20% from pre-pandemic levels in June 2019, according to aviation analytics firm OAG. Nearly 62.2 million of those seats came from domestic flights, accounting for 97.3% of the total, as China significantly scaled back international travel.</p><p>Domestic travel tends to resume quickly after the lockdown measures end. However, for Ctrip, it is Chinese outbound travel that really makes money, and this business has almost stagnated in the past two years. More importantly, at present, the mainland has suspended the issuance of inbound tourist visas, and it is almost forbidden to travel abroad.</p><p><strong>Peers outperform</strong></p><p>Unlike Ctrip, some other Chinese online travel agencies, which mainly do domestic travel, made a profit in the first quarter. Based in Jiangsu<a href=\"https://laohu8.com/S/00780\">Tongcheng travel</a>The profit in the same period was as high as 245 million yuan. Although both are online travel agencies, most of Tongcheng's registered users live in smaller third-tier cities, which have survived China's worst lockdowns. Tourists living in these places can continue to travel domestically, making Tongcheng a lot of money in the process.</p><p>China's largest resort operator<a href=\"https://laohu8.com/S/01992\">Fosun Tourism Culture</a>Owner of the popular ClubMed brand, it also managed to avoid a sluggish profit because 75% of its revenue comes from outside China, so it was able to profit from the rebound in tourism in major markets in the United States and Europe in the first quarter. In the first three months of this year, Fosun Tourism Culture achieved net income of 4.2 billion yuan from its core resort and tourist destination business, more than four times that of the same period last year.</p><p>In contrast, Ctrip said it was heavily affected by COVID-19 pandemic, where the pandemic led to varying degrees of lockdowns in first-tier cities such as Shenzhen, Shanghai and Beijing, which greatly exacerbated its quarterly losses.</p><p>As the lockdown in these cities lasted until the second quarter, and there was no sign of easing the international travel ban, Ctrip's performance prospects in the second quarter were not so optimistic.</p><p>\"Season-to-date air passenger traffic at the industry level is down 70% to 90%,\" Ctrip CFO Xiao Wang said on an earnings call this week. \"Revenue per saleable room in the hospitality sector is down 40% to 60% compared to the same period in 2019, with a large portion of that stemming from pandemic prevention requirements.\" As a result, the company expects \"a relatively weak second quarter,\" Jie Sun told analysts.</p><p>Ctrip's shares listed on the Hong Kong Stock Exchange fell more than 19% from a 12-month high of HK $289.80, and shares listed on the Nasdaq fell even more, as much as 23% over the same period. However, the company's U.S. stock market sales ratio is still 6.2 times, higher than Tongcheng's 4.4 times, and much higher than global travel giants<a href=\"https://laohu8.com/S/EXPE\">Expedia</a>1.6 times.</p><p>This premium is partly due to the overall optimism of Ctrip executives, which has helped the stock price rebound after the earnings report was released to some extent, because both investors and management believe that the future will be brighter. In the final analysis, China cannot close its doors forever. When the border reopens, millions of Chinese people have saved a lot of money and will be busy placing orders on travel websites like Ctrip.</p><p>Outside of China, long-distance travel has revived as countries reopen and ease restrictions. In many markets, demand for seats and hotel rooms has exceeded supply, and travel yields have soared. The price is high, but people don't care. Everyone just wants to travel and is willing to pay extra for it.</p><p>Ctrip isn't the only big Chinese company waiting to reopen. Huazhu Hotel Group, one of China's largest hotel operators, manages nearly 8,000 hotels with more than 750,000 rooms. Affected by the epidemic, the net loss in the first quarter was 630 million yuan.</p><p>However, with the vision of a bright future, Huazhu Hotel Group has opened more than 300 new hotels in three months, and more than 2,200 hotels are under preparation. What confidence this is in China's tourism market!</p><p>A non-Chinese airline executive recently said that the current travel environment is the highest income he has seen in 30 years. After two years of depression triggered by COVID-19 pandemic, the global tourism industry is setting off a gold rush. Once the Chinese market reopens, Ctrip and its investors will be rewarded-which explains why everyone has been so excited this week despite the quarterly loss.</p><p>\"While our short-term outlook may not look promising, travel demand remains strong, which makes the long-term outlook look brighter,\" said Liang Jianzhang, chairman of Ctrip. \"Global tourism continues to recover at a strong pace as governments continue to open up. We expect a similar situation in China once restrictions are eased.\" (Source: Bamboo Works)</p><p><div></div></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://usstock.jrj.com.cn/2022/07/02053836777048.shtml\">金融界网站</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1164":"酒店、度假村与豪华游轮","BK1588":"回港中概股","BK4526":"热门中概股","TCOM":"携程网","BK4142":"酒店、度假村与豪华游轮","BK4534":"瑞士信贷持仓","BK1587":"次新股","QNETCN":"纳斯达克中美互联网老虎指数","09961":"携程集团—S","BK4531":"中概回港概念","BK1604":"节假日概念"},"source_url":"http://usstock.jrj.com.cn/2022/07/02053836777048.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248482842","content_text":"敲黑板：\n　　携程一季度录得亏损9.89亿元，收入环比下降12%；\n　　虽然业绩低迷，该公司对中国放松旅行限制后出境游的潜在热潮表示乐观；\n　　由于国内疫情期间的旅行限制，这家在线旅行社一季度严重亏损；但预计丰厚的利润已近在眼前。\n　　如今，经营在线旅行社依然非常艰难；因为目前中国国内仍然禁止国际旅客入境，持续的疫情限制措施也重创了国内旅游业。 \n　　携程集团对这种痛苦感同身受，这家总部设在上海的在线旅游巨头刚刚公布了看上去乏善可陈的一季度业绩。不过，公司高管仍然洋溢着乐观情绪，他们认为公司有望搭上全球正在兴起的旅游淘金热的快车，当中国重新放开国门后，这一热潮很快就会来到中国。 \n　　先说坏消息。携程报告今年前三个月亏损9.89亿元（约合1.48亿美元），扭转了去年盈利17.8亿元的局面。当季收入总计41亿元，较上季度下滑12%，与去年同期基本持平。 \n　　携程首席执行官孙洁表示，多年来，公司经受住了旅游业的起起伏伏，并在疫情期间充分利用了这些经验和教训。她说，生存的关键是留住现金，该公司现金充裕，截至3月底持有现金333亿元。 \n　　虽然业绩并不亮眼，携程的高管们有一个颇有说服力的故事要告诉投资者和分析师――而且似乎得到了认可。周二业绩发布后，该公司在香港的股票一度上涨25%，最终收涨16%。此后回吐了部分涨幅，不过仍然比公告前的水平高出12%。 \n　　这样的涨幅看起来尤其强劲，因为考虑到无论说的多么天花乱坠，都掩盖不因控制疫情传播而实施的旅行限制对携程网及其同行的影响。携程一直努力提高未受中国限制措施严重影响的国际市场的收入。但其超过一半业务仍然来自国内。 \n　　航空分析公司OAG的数据显示，6月，中国机场进出港航班的飞机座位数接近6400万，比2019年6月疫情前的水平下降了超过20%。其中近6220万个座位来自国内航班，占总数的97.3%，因为中国大幅缩减了国际旅行。 \n　　封控措施结束后，国内旅行往往会迅速恢复。不过，对携程而言，真正赚钱的是中国人的出境游，这项业务在过去两年几乎停滞。更重要的是，目前内地暂停了入境旅游签的发放，而且几乎禁止出国旅游。 \n　　同行的表现更胜一筹 \n　　与携程不同的是，其他一些主要做国内游的中国在线旅行社在一季度实现了盈利。总部位于江苏的同程旅行同期利润高达2.45亿元。虽然同为在线旅行社，但同程的大部分注册用户生活在较小的三线城市，这些地方幸免于中国最严重的封控。生活在这些地方的游客可以继续在国内旅行，在此过程中令同程赚得盆满钵满。 \n　　中国最大的度假村运营商复星旅游文化是广受欢迎的ClubMed品牌的拥有者，它也设法避免了效益的低迷不振，因为它75%的收入来自中国以外，因此它能够从一季度美国和欧洲主要市场的旅游业反弹中获利。今年前三个月，复星旅游文化从其核心度假村和旅游目的地业务中实现净收入42亿元，是去年同期的四倍多。 \n　　相比之下，携程表示，它受到新冠疫情的严重影响，疫情导致深圳、上海和北京等一线城市出现程度不一的封控，大大加剧了其季度亏损。 \n　　由于这些城市的封控一直持续到二季度，而且毫无放松国际旅行禁令的迹象，携程二季度的业绩前景也不是那么乐观。 \n　　“本季度至今，行业层面航空客运量下降了70%到90%，”携程首席财务官王肖[在本周的财报电话会议上说。“与2019年同期相比，酒店行业每间可销售房收入下降了40%至60%，其中很大一部分源于防疫要求。”因此，该公司预计“二季度会相对疲软”，孙洁告诉分析师。 \n　　携程在港交所上市的股票从289.80港元的12个月高位下跌逾19%，在纳斯达克上市的股票同期跌幅更大，高达23%。但该公司的美股市销率仍为6.2倍，高于同程的4.4倍，远高于全球旅游巨头Expedia的1.6倍。 \n　　这一溢价要部分归因于携程高管的整体乐观情绪，它在一定程度上助推了财报发布后的股价反弹，因为投资者和管理层都认定，未来会更加光明。归根结底，中国不可能永远关闭国门。当边境重新开放时，数以百万计的中国人手里攒了不少钱，会忙着在携程这样的旅行网站下单。 \n　　在中国之外，随着各国重新开放并放松限制，长途旅行已恢复了活力。在许多市场，对座位和酒店客房的需求超出了供应量，旅游业的收益率随之飙升。价格很高，但人们并不在意。大家只想出门旅行，并愿意为此支付额外的费用。 \n　　携程并不是唯一一家在等待重新开放的中国大公司。中国最大的酒店运营商之一华住酒店集团管理着近8000家酒店，拥有超过75万间客房。受疫情影响，一季度净亏损6.3亿元。 \n　　不过，怀着对光明未来的憧憬，华住酒店集团在三个月里新开了300多家酒店，还有2200多家酒店正在筹备中。这是对中国旅游市场何等的信心！ \n　　一位非中国籍的航空公司高管最近称，目前的旅行环境是他30年来看到的收入最高的。在经历了两年由新冠疫情引发的萧条之后，全球旅游业正在掀起一股淘金热。一旦中国市场重新开放，携程及其投资者将获得回报――这就解释了为什么尽管出现了季度亏损，但本周每个人都表现得如此兴奋。 \n　　“虽然我们的短期前景可能看起来并不乐观，但旅游需求依然强劲，这让长期前景看起来更为光明，”携程董事长梁建章说。“随着各国政府的不断开放，全球旅游业继续以强劲的速度复苏。我们预计，一旦限制放松，中国也会出现类似的情况。”（来源：Bamboo Works）","news_type":1,"symbols_score_info":{"09961":1,"QNETCN":0.6,"TCOM":1,"CTRP":1}},"isVote":1,"tweetType":1,"viewCount":2042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042523592,"gmtCreate":1656502842216,"gmtModify":1676535841314,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093875996002050","authorIdStr":"4093875996002050"},"themes":[],"htmlText":"😩😒","listText":"😩😒","text":"😩😒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042523592","repostId":"2247301179","repostType":2,"repost":{"id":"2247301179","kind":"news","pubTimestamp":1656500588,"share":"https://ttm.financial/m/news/2247301179?lang=en_US&edition=fundamental","pubTime":"2022-06-29 19:03","market":"sh","language":"zh","title":"Nike's market value evaporated by more than 80 billion overnight. Tianyancha shows that nearly one-third of Nike's branch phones in China","url":"https://stock-news.laohu8.com/highlight/detail?id=2247301179","media":"金融界网站","summary":"据报道，截至当地时间6月28日（周二）美股收盘，耐克大跌近7%，市值一日蒸发120亿美元，约合805亿元人民币。 \n　　天眼查App显示，由NIKE China Holding HK Limited全资控股的耐克体育（中国）有限公司与耐克商业（中国）有限公司在中国内地共注册有320余家分支机构，目前已注销107家。","content":"<p><html><body><div>According to reports, as of the close of U.S. stocks on June 28 (Tuesday) local time,<a href=\"https://laohu8.com/S/NKE\">Nike</a>It fell nearly 7%, and its market value evaporated by 12 billion US dollars in one day, or about 80.5 billion yuan.</p><p>According to the Tianyancha App, Nike Sports (China) Co., Ltd. and Nike Commercial (China) Co., Ltd., which are wholly owned by NIKE China Holding HK Limited, have registered more than 320 branches in mainland China, and 107 have been cancelled so far.</p><p><div></div></div></body></html></p>","source":"jinrongjie_stock","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>Nike's market value evaporated by more than 80 billion overnight. Tianyancha shows that nearly one-third of Nike's branch phones in China</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\">\nNike's market value evaporated by more than 80 billion overnight. Tianyancha shows that nearly one-third of Nike's branch phones in China\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金融界网站</strong><span class=\"h-time small\">2022-06-29 19:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>According to reports, as of the close of U.S. stocks on June 28 (Tuesday) local time,<a href=\"https://laohu8.com/S/NKE\">Nike</a>It fell nearly 7%, and its market value evaporated by 12 billion US dollars in one day, or about 80.5 billion yuan.</p><p>According to the Tianyancha App, Nike Sports (China) Co., Ltd. and Nike Commercial (China) Co., Ltd., which are wholly owned by NIKE China Holding HK Limited, have registered more than 320 branches in mainland China, and 107 have been cancelled so far.</p><p><div></div></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://usstock.jrj.com.cn/2022/06/29190336768849.shtml\">金融界网站</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4146":"鞋类","NKE":"耐克","BK4566":"资本集团","BK4558":"双十一","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓"},"source_url":"http://usstock.jrj.com.cn/2022/06/29190336768849.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247301179","content_text":"据报道，截至当地时间6月28日（周二）美股收盘，耐克大跌近7%，市值一日蒸发120亿美元，约合805亿元人民币。 \n　　天眼查App显示，由NIKE China Holding HK Limited全资控股的耐克体育（中国）有限公司与耐克商业（中国）有限公司在中国内地共注册有320余家分支机构，目前已注销107家。","news_type":1,"symbols_score_info":{"NKE":1}},"isVote":1,"tweetType":1,"viewCount":1878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042068556,"gmtCreate":1656405826275,"gmtModify":1676535822436,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093875996002050","authorIdStr":"4093875996002050"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042068556","repostId":"2246724918","repostType":2,"repost":{"id":"2246724918","kind":"news","pubTimestamp":1656380743,"share":"https://ttm.financial/m/news/2246724918?lang=en_US&edition=fundamental","pubTime":"2022-06-28 09:45","market":"hk","language":"zh","title":"Hong Kong stock Jingcheng Electromechanical shares rose by more than 20%, and A-share Jingcheng shares rose by more than 9%.","url":"https://stock-news.laohu8.com/highlight/detail?id=2246724918","media":"媒体滚动","summary":"港股京城机电股份涨超20%，A股京城股份涨超9%。","content":"<p><html><body>Hong Kong Stocks<a href=\"https://laohu8.com/S/00187\">Beijing Mechanical and Electrical Co., Ltd</a>Up more than 20%, A shares<a href=\"https://laohu8.com/S/600860\">Beijing shares</a>Up more than 9%.</p><p></body></html></p>","source":"sina_symbol","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>Hong Kong stock Jingcheng Electromechanical shares rose by more than 20%, and A-share Jingcheng shares rose by more than 9%.</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\">\nHong Kong stock Jingcheng Electromechanical shares rose by more than 20%, and A-share Jingcheng shares rose by more than 9%.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">媒体滚动</strong><span class=\"h-time small\">2022-06-28 09:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Hong Kong Stocks<a href=\"https://laohu8.com/S/00187\">Beijing Mechanical and Electrical Co., Ltd</a>Up more than 20%, A shares<a href=\"https://laohu8.com/S/600860\">Beijing shares</a>Up more than 9%.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2022-06-28/doc-imizmscu9092584.shtml\">媒体滚动</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600860":"京城股份","00187":"京城机电股份","BK1183":"工业机械"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2022-06-28/doc-imizmscu9092584.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246724918","content_text":"港股京城机电股份涨超20%，A股京城股份涨超9%。","news_type":1,"symbols_score_info":{"600860":1,"00187":1}},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086536735,"gmtCreate":1650468428270,"gmtModify":1676534731307,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093875996002050","authorIdStr":"4093875996002050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01115\">$西藏水资源(01115)$</a>👍","listText":"<a href=\"https://ttm.financial/S/01115\">$西藏水资源(01115)$</a>👍","text":"$西藏水资源(01115)$👍","images":[{"img":"https://community-static.tradeup.com/news/fdd230927a8a914331fcf08d2d5bc44e","width":"750","height":"1789"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086536735","isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9088073147,"gmtCreate":1650294490512,"gmtModify":1676534689005,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093875996002050","authorIdStr":"4093875996002050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/ASML 20220422 570.0 PUT\">$ASML 20220422 570.0 PUT$</a>😌😙","listText":"<a href=\"https://ttm.financial/OPT/ASML 20220422 570.0 PUT\">$ASML 20220422 570.0 PUT$</a>😌😙","text":"$ASML 20220422 570.0 PUT$😌😙","images":[{"img":"https://community-static.tradeup.com/news/b7b2c8f01c6cf13ac035643c5ed49943","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088073147","isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081186906,"gmtCreate":1650211203756,"gmtModify":1676534669738,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093875996002050","authorIdStr":"4093875996002050"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NU 20220715 7.5 CALL\">$NU 20220715 7.5 CALL$</a>👍","listText":"<a href=\"https://ttm.financial/OPT/NU 20220715 7.5 CALL\">$NU 20220715 7.5 CALL$</a>👍","text":"$NU 20220715 7.5 CALL$👍","images":[{"img":"https://community-static.tradeup.com/news/a75adb14c06b284406231b304db5610d","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081186906","isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9018095792,"gmtCreate":1648946670092,"gmtModify":1676534425094,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093875996002050","authorIdStr":"4093875996002050"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018095792","repostId":"2224251873","repostType":2,"isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018095250,"gmtCreate":1648946659054,"gmtModify":1676534425088,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093875996002050","authorIdStr":"4093875996002050"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018095250","repostId":"2224323314","repostType":2,"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018095139,"gmtCreate":1648946645788,"gmtModify":1676534425076,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093875996002050","authorIdStr":"4093875996002050"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018095139","repostId":"2224109321","repostType":2,"repost":{"id":"2224109321","kind":"news","pubTimestamp":1648886661,"share":"https://ttm.financial/m/news/2224109321?lang=en_US&edition=fundamental","pubTime":"2022-04-02 16:04","market":"us","language":"zh","title":"Starting from the autonomous driving \"circle of friends\" of traditional Chinese car companies","url":"https://stock-news.laohu8.com/highlight/detail?id=2224109321","media":"刘慧莹","summary":"混乱是阶梯。\n        ","content":"<p><html><body><div>Chaos is a ladder. Chaos is the ladder)</p><p>The classic line \"Game of Thrones\" is particularly appropriate to describe the current transformation of the automobile industry.</p><p>The penetration rate of 13.4% in the new energy passenger vehicle market in 2021 has forced traditional car companies to the critical point of electrification of all employees.</p><p>With<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>As the era of autonomous driving approaches, the autonomous driving track continues to heat up, and the intelligent competition faced by OEMs is no longer a competition between car companies.</p><p>In<a href=\"https://laohu8.com/S/000997\">New World</a>On the other hand, many forces that are growing wildly-traditional car companies, Internet companies, new car-making forces, and various autonomous driving technology teams are here to unite vertically and horizontally.</p><p>Today, the core competitiveness of car manufacturing is no longer the \"three major parts\" of engine, gearbox, and chassis in the fuel era, and it directly ignores the seriously homogeneous technologies such as motor, battery, and electronic control.</p><p>Autonomous driving has become the \"eye of the wind\" of competition in the era of smart electric vehicles.</p><p>It can be seen from the capital market. Yiou data shows that there will be 107 investment events in China's autonomous driving field in 2021, with a cumulative amount of 57.5 billion yuan.</p><p>When building smart cars becomes a good business in everyone's eyes, traditional car companies can hardly escape the curse of \"involution\" in the short term. What traditional car companies are about to welcome is a \"three-dimensional war\" with almost all technology-related companies.</p><p><h3>Overview of autonomous driving layout of OEMs</h3>When it comes to car manufacturing, traditional car companies still have sufficient say-they have control over omni-channels such as R&D, production, sales, and marketing.</p><p>This ability is not developed overnight, but is forged from a century-old history of car manufacturing.</p><p>Based on the nature of equity, Yiou Automobile selected three car companies controlled by the State-owned Assets Supervision and Administration Commission, China FAW,<a href=\"https://laohu8.com/S/000625\">Changan Automobile</a>With<a href=\"https://laohu8.com/S/600006\">Dongfeng Motor</a>； Three local car companies,<a href=\"https://laohu8.com/S/600104\">SAIC Group</a>、<a href=\"https://laohu8.com/S/601238\">GAC Group</a>And BAIC Group; And three private representative car companies,<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>And<a href=\"https://laohu8.com/S/002594\">BYD</a>, regarding it as a representative company among traditional car companies, after sorting out their layout in the field of autonomous driving, it is found that the construction of autonomous driving capabilities for traditional car companies has become a must.</p><p>The long automobile industry chain makes it more difficult to integrate resources and control industrial chain costs. Although it is difficult for emerging companies to make profits in a short period of time after entering the automobile industry, the addition of emerging technologies such as autonomous driving has brought some core advantages to latecomers, creating the possibility of surpassing corners.</p><p>The ways in which traditional car companies lay out autonomous driving mainly focus on establishing strategic cooperation with autonomous driving technology companies, establishing specialized subsidiaries, and establishing R&D departments and laboratories related to intelligent driving.</p><p><img border=\"0\" height=\"\" src=\"https://diting-hetu.iyiou.com/16488863103761.jpg\" title=\"中国传统车企（部分）自动驾驶发展进程.jpg\" vspace=\"0\" width=\"\"/></p><p>In April 2018, BYD took the lead in cooperating<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It has reached a strategic cooperation and is also the 100th partner of Baidu Apollo program.</p><p><a href=\"https://laohu8.com/S/01211\">BYD shares</a>Wang Chuanfu, chairman and president of the board of directors of Co., Ltd., compared the future car to a \"super smartphone with legs\".</p><p>In fact, BYD has been \"walking on two legs\" and accumulating experience in autonomous driving through self-research and cooperation.</p><p>Recently, BYD confirmed Baidu as its smart driving supplier and continues to hold hands<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, reached cooperation in intelligent driving technology and entered Nvidia's \"Smart Driving Friends Circle\".</p><p>Nvidia's \"Smart Driving Friends Circle\" can be called an autonomous driving ecosystem.</p><p>Through its own self-driving chip Orin, which has achieved mass production, Nvidia not only empowers GM Cruise,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Zoox,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>, Kodiak, TuSimple, Zhijia Technology, AutoX, Pony.ai and other autonomous driving companies, as well as world-renowned car companies such as Mercedes-Benz, Jaguar Land Rover, and Volvo, as well as China's \"Wei Xiaoli\", SAIC Zhiji, R Automobile, FF and other new forces have reached commercial cooperation.</p><p>BYD now chooses Nvidia because it values its ability to empower the autonomous driving ecosystem of car companies.</p><p>However, BYD's autonomous driving capabilities have obviously not kept pace with the times.</p><p>Although BYD's power battery technology and new energy vehicle products are impeccable, its driving assistance system capabilities have been criticized by consumers.</p><p>At the end of 2021, in the evaluation of CCRT assisted driving of six best-selling models on the market by China Automotive Center, BYD's overall performance was poor; Among the \"emergency hedging performance indicators\" closely related to personal safety, BYD Han EV ranks at the bottom, not as good as Nezha U Pro.</p><p>With the assists of two teammates, Baidu and Nvidia, BYD itself still needs to work hard, cultivate its internal strength, and actively advance into the second half of automotive intelligence.</p><p>BYD is not the only car company that Baidu cooperates with. In March 2021, Baidu and Geely Automobile established a joint venture company Jidu Automobile, with Baidu holding 55% of the shares and Geely holding 45% of the shares.</p><p>Geely's development path in autonomous driving inherits its inclusive tradition. In the early years, in order to enrich and consolidate its technical and business capabilities in the automobile industry, Geely successively acquired Volvo Cars, London Taxi Company (later renamed London Electric Vehicle Company), Proton Automobile (indirectly acquired Lotus Automobile), 9.69% of Daimler's voting shares became its first shareholder, and at the same time injected capital to set up Long Range Automobile, Lynk & Co, Polestar and Geometry Automobile. It can be said that it is well versed in \"star-attracting Dafa\" in its genes.</p><p>In terms of capability integration, Jidu Automobile has consistently integrated Baidu's autonomous driving capabilities on the basis of the capabilities of Geely's entire vast platform including three electric devices and chassis, and then redesigned and defined the entire product. It is reported that Jidu Automobile has a total of more than 1,000 employees, about 70% of whom are R&D personnel, mainly focusing on collaboration and complementarity with Geely and Baidu Apollo teams.</p><p>However, Geely Automobile is also foresight in the layout of assisted driving functions. In 2018, it popularized the L2-level intelligent driving assistance system to its models, becoming the first Chinese brand to achieve full mass production of L2-level autonomous driving technology.</p><p>Based on the development model of Jidu Automobile, Avita, a subsidiary of Changan Automobile, was established on November 15, 2021 and integrates Changan Automobile, Huawei,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>With their respective superior technologies and tripartite strategic resources in the fields of R&D and manufacturing, intelligent solutions and energy management ecology, they jointly create the intelligent electric vehicle technology platform CHN. Its first model, the Avita 11, has also been unveiled and is reported to be officially launched in 2022.</p><p><a href=\"https://laohu8.com/S/02238\">GAC Group</a>, China FAW, and Dongfeng Motor respectively chose to reach strategic cooperation with autonomous driving technology companies such as Heduo Technology, Pony.ai, and Youjia Innovation to form their own ecosystem.</p><p>SAIC,<a href=\"https://laohu8.com/S/02333\">Great Wall Motors</a>Then split the intelligent driving department and establish a new independent subsidiary of autonomous driving; In this \"battle\" around autonomous driving, BAIC Group also launched the ARCFOX brand with the help of Huawei's ADAS intelligent driving function.</p><p><h3>Mass production has become a big test, BAIC overturns, SAIC overturns</h3>In the early stage of chaotic industry development, mass production can help car companies see the sun and eat half a \"reassurance\".</p><p>In the automobile travel industry, market performance is the only criterion for success.</p><p>Almost all of the nine leading Chinese representative traditional car companies have achieved mass production of autonomous driving functions, but the technical level that has achieved mass production only stays in L2 and L2 + intelligent driving systems.</p><p><img border=\"0\" height=\"\" src=\"https://diting-hetu.iyiou.com/16488862982167.jpg\" title=\"中国传统车企自动驾驶产品布局现状（部分）.jpg\" vspace=\"0\" width=\"\"/></p><p>However, for car companies, the \"small goal\" of being able to realize the function and mass production of passenger car autonomous driving in some scenarios has been achieved.</p><p>The layout and actual investment of enterprises in the development process will directly affect the performance of autonomous driving.</p><p>Although it was not the earliest to start, when it realized that new technologies have the possibility of subverting the industry, SAIC almost made full efforts in the new business layout, breaking out from four directions for transformation, namely Feifan Automobile, Zhiji Automobile, Xiangdao Robotaxi and Youdao Zhitu.</p><p>The first three were committed to the intelligent transformation of passenger cars at the beginning of their establishment. Youdao Zhitu started with commercial vehicles in the early stage, intending to cover the overall transformation of SAIC in terms of revenue. In the later stage, it gradually moved towards the intelligent direction of all scenarios. development.</p><p>In addition to setting up a dedicated subsidiary to the development of smart cars, SAIC's strategic layout for smart chip manufacturer Horizon and autonomous driving company Momenta can also be seen that its vision and ambition are not limited to the present.</p><p>SAIC, which is controlled by others at the joint venture level, may want to seek independence in autonomous driving and win back the game.</p><p>In contrast, BAIC Group's development in the direction of autonomous driving and intelligence is driving high and moving low, demonstrating with reality that the early bird does not necessarily catch the worm.</p><p>In 2017, BAIC New Energy's annual production and sales exceeded 100,000 vehicles for the first time, ranking second only to the global sales market<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, compared with the 23% market share at the peak in June 2019, the current market share in China is less than 1%, which can be said to have fallen from the top of the clouds to the bottom.</p><p>If car companies actively build autonomous driving capabilities to firmly shape and maintain their \"souls\" in \"troubled times\", BAIC is doing the opposite and constantly \"selling their souls\" under the impact of the outside world.</p><p>In order to break through the market with the help of Jihu, BAIC Group handed over the hardware production to Magna, the intelligent software was escorted by Huawei, the central control layout used the design of Beijing Benz, and it was only responsible for the design in vehicle manufacturing.</p><p>This seemingly ideal integration actually no longer has the competitive advantages of car companies in the smart era. Unlike Jidu Automobile, which seeks \"grafting\" from Baidu based on its own OEM advantages, BAIC Group can be said to be completely borrowing doctrine. It dispersed as soon as it blows.</p><p>Under this combination, as a listed company of BAIC New Energy<a href=\"https://laohu8.com/S/600733\">BAIC Blue Valley</a>In two years, the loss has exceeded 10 billion yuan. Coupled with the unstable management, the future of BAIC New Energy is uncertain.</p><p><h3>Cooperation is inevitable, and the most important thing lies in dominance</h3>The building was destroyed in an instant, and the unnecessarily external wind and rain that knocked down the building may also be the foundation that was not strong enough.</p><p>In any case, the concept of automobiles has gradually taken up its new role under the \"tossing\" of a number of car companies and technology companies such as new car-making forces, which has also caused the veterans in the automobile industry to really break out in a cold sweat.</p><p>After all, from<a href=\"https://laohu8.com/S/KODK\">Kodak</a>The decline of film to<a href=\"https://laohu8.com/S/NOK\">Nokia</a>The decline of technology, the subversion of traditional industries by technology is no longer a magical plot, but a naked reality.</p><p>However, players who are new to building cars based on autonomous driving should not underestimate the difficulty of building cars and the strength of Big Brother.</p><p>Autonomous driving is inseparable from the control of the vehicle itself, and car companies and suppliers have accumulated extremely profound knowledge of the dynamic control, safety control, driving economy and quality of the vehicle. Almost every small control method and adjustment logic have undergone high-intensity and long-term testing and calibration. These engineering capabilities are beyond the reach of emerging companies in a short period of time.</p><p>Traditional car companies based on the market have a very deep understanding and practice of mass production.</p><p>As early as the conceptual design stage of products, traditional car companies will consider market positioning and cost, and do a good job in corresponding control to strike a balance between technological advancement and cost performance.</p><p>For enterprises, technological leadership may help tell a good story, but if they want to really push products to mass production and make profits, enterprises need to make consumers accept new technologies faster at controllable costs.</p><p>Laws and regulations are the \"tightening spell\" that the travel industry can't avoid.</p><p>When autonomous driving technology develops to a certain stage, the government will inevitably introduce corresponding standards and regulations. As an in-depth participant in the transportation industry, traditional enterprises have almost appointed the role of referees. As a pillar industry of the national economy, the automobile industry will also have the right to speak in the legislative process.</p><p>For example, at the Two Sessions in 2022, Chen Hong, deputy to the National People's Congress, Secretary of the Party Committee and Chairman of SAIC Motor, suggested adjusting and improving laws and regulations related to intelligent connected vehicles, and accelerating the commercialization of autonomous driving technology and related legal breakthroughs.</p><p>He suggested that in the Road Traffic Safety Law, the legal status of autonomous driving systems should be clarified, and standard rules and disposal mechanisms for the division of responsibilities between human drivers and \"autonomous driving systems\" (car companies, parts suppliers, etc.) should be formulated.</p><p>In this seemingly emerging field, the competition is far more than technology. From car manufacturing to management to legislation, this is a complete \"three-dimensional war\", and this war may have just begun.</p><p>Based on such complex influencing factors, Yiou Automobile believes that it will be extremely difficult to fight alone, and cooperation will be an inevitable trend.</p><p><h3>epilogue</h3>At the current stage, autonomous driving is still mainly based on the addition of sensing, execution, and decision-making parts on previous vehicles. In essence, it is still an extension of automotive technology, rather than an absolute subversion.</p><p>However, if fully autonomous driving at L4 and above levels is achieved, it may not be enough to just change the vehicle itself. It also requires the rational application and cooperation of many technologies such as high-precision maps, cloud computing, V2X, information security, and functional safety that emerging companies are good at. Coupled with government support from regulations and infrastructure.</p><p>In this process, traditional car companies will still play a vital role, and it is by no means an either-or existence.</p><p>Yiou Automobile believes that competition and cooperation are inevitable in this protracted war.</p><p>But in the final analysis, whoever can take the lead in technological breakthroughs and actively guide the formulation of industry standards and regulations will be able to take the initiative in future cooperation.</p><p></div></body></html></p>","source":"iyiou_stock","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>Starting from the autonomous driving \"circle of friends\" of traditional Chinese car companies</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\">\nStarting from the autonomous driving \"circle of friends\" of traditional Chinese car companies\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">刘慧莹</strong><span class=\"h-time small\">2022-04-02 16:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>Chaos is a ladder. Chaos is the ladder)</p><p>The classic line \"Game of Thrones\" is particularly appropriate to describe the current transformation of the automobile industry.</p><p>The penetration rate of 13.4% in the new energy passenger vehicle market in 2021 has forced traditional car companies to the critical point of electrification of all employees.</p><p>With<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>As the era of autonomous driving approaches, the autonomous driving track continues to heat up, and the intelligent competition faced by OEMs is no longer a competition between car companies.</p><p>In<a href=\"https://laohu8.com/S/000997\">New World</a>On the other hand, many forces that are growing wildly-traditional car companies, Internet companies, new car-making forces, and various autonomous driving technology teams are here to unite vertically and horizontally.</p><p>Today, the core competitiveness of car manufacturing is no longer the \"three major parts\" of engine, gearbox, and chassis in the fuel era, and it directly ignores the seriously homogeneous technologies such as motor, battery, and electronic control.</p><p>Autonomous driving has become the \"eye of the wind\" of competition in the era of smart electric vehicles.</p><p>It can be seen from the capital market. Yiou data shows that there will be 107 investment events in China's autonomous driving field in 2021, with a cumulative amount of 57.5 billion yuan.</p><p>When building smart cars becomes a good business in everyone's eyes, traditional car companies can hardly escape the curse of \"involution\" in the short term. What traditional car companies are about to welcome is a \"three-dimensional war\" with almost all technology-related companies.</p><p><h3>Overview of autonomous driving layout of OEMs</h3>When it comes to car manufacturing, traditional car companies still have sufficient say-they have control over omni-channels such as R&D, production, sales, and marketing.</p><p>This ability is not developed overnight, but is forged from a century-old history of car manufacturing.</p><p>Based on the nature of equity, Yiou Automobile selected three car companies controlled by the State-owned Assets Supervision and Administration Commission, China FAW,<a href=\"https://laohu8.com/S/000625\">Changan Automobile</a>With<a href=\"https://laohu8.com/S/600006\">Dongfeng Motor</a>； Three local car companies,<a href=\"https://laohu8.com/S/600104\">SAIC Group</a>、<a href=\"https://laohu8.com/S/601238\">GAC Group</a>And BAIC Group; And three private representative car companies,<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/601633\">Great Wall Motors</a>And<a href=\"https://laohu8.com/S/002594\">BYD</a>, regarding it as a representative company among traditional car companies, after sorting out their layout in the field of autonomous driving, it is found that the construction of autonomous driving capabilities for traditional car companies has become a must.</p><p>The long automobile industry chain makes it more difficult to integrate resources and control industrial chain costs. Although it is difficult for emerging companies to make profits in a short period of time after entering the automobile industry, the addition of emerging technologies such as autonomous driving has brought some core advantages to latecomers, creating the possibility of surpassing corners.</p><p>The ways in which traditional car companies lay out autonomous driving mainly focus on establishing strategic cooperation with autonomous driving technology companies, establishing specialized subsidiaries, and establishing R&D departments and laboratories related to intelligent driving.</p><p><img border=\"0\" height=\"\" src=\"https://diting-hetu.iyiou.com/16488863103761.jpg\" title=\"中国传统车企（部分）自动驾驶发展进程.jpg\" vspace=\"0\" width=\"\"/></p><p>In April 2018, BYD took the lead in cooperating<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It has reached a strategic cooperation and is also the 100th partner of Baidu Apollo program.</p><p><a href=\"https://laohu8.com/S/01211\">BYD shares</a>Wang Chuanfu, chairman and president of the board of directors of Co., Ltd., compared the future car to a \"super smartphone with legs\".</p><p>In fact, BYD has been \"walking on two legs\" and accumulating experience in autonomous driving through self-research and cooperation.</p><p>Recently, BYD confirmed Baidu as its smart driving supplier and continues to hold hands<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, reached cooperation in intelligent driving technology and entered Nvidia's \"Smart Driving Friends Circle\".</p><p>Nvidia's \"Smart Driving Friends Circle\" can be called an autonomous driving ecosystem.</p><p>Through its own self-driving chip Orin, which has achieved mass production, Nvidia not only empowers GM Cruise,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Zoox,<a href=\"https://laohu8.com/S/DIDI\">Didi</a>, Kodiak, TuSimple, Zhijia Technology, AutoX, Pony.ai and other autonomous driving companies, as well as world-renowned car companies such as Mercedes-Benz, Jaguar Land Rover, and Volvo, as well as China's \"Wei Xiaoli\", SAIC Zhiji, R Automobile, FF and other new forces have reached commercial cooperation.</p><p>BYD now chooses Nvidia because it values its ability to empower the autonomous driving ecosystem of car companies.</p><p>However, BYD's autonomous driving capabilities have obviously not kept pace with the times.</p><p>Although BYD's power battery technology and new energy vehicle products are impeccable, its driving assistance system capabilities have been criticized by consumers.</p><p>At the end of 2021, in the evaluation of CCRT assisted driving of six best-selling models on the market by China Automotive Center, BYD's overall performance was poor; Among the \"emergency hedging performance indicators\" closely related to personal safety, BYD Han EV ranks at the bottom, not as good as Nezha U Pro.</p><p>With the assists of two teammates, Baidu and Nvidia, BYD itself still needs to work hard, cultivate its internal strength, and actively advance into the second half of automotive intelligence.</p><p>BYD is not the only car company that Baidu cooperates with. In March 2021, Baidu and Geely Automobile established a joint venture company Jidu Automobile, with Baidu holding 55% of the shares and Geely holding 45% of the shares.</p><p>Geely's development path in autonomous driving inherits its inclusive tradition. In the early years, in order to enrich and consolidate its technical and business capabilities in the automobile industry, Geely successively acquired Volvo Cars, London Taxi Company (later renamed London Electric Vehicle Company), Proton Automobile (indirectly acquired Lotus Automobile), 9.69% of Daimler's voting shares became its first shareholder, and at the same time injected capital to set up Long Range Automobile, Lynk & Co, Polestar and Geometry Automobile. It can be said that it is well versed in \"star-attracting Dafa\" in its genes.</p><p>In terms of capability integration, Jidu Automobile has consistently integrated Baidu's autonomous driving capabilities on the basis of the capabilities of Geely's entire vast platform including three electric devices and chassis, and then redesigned and defined the entire product. It is reported that Jidu Automobile has a total of more than 1,000 employees, about 70% of whom are R&D personnel, mainly focusing on collaboration and complementarity with Geely and Baidu Apollo teams.</p><p>However, Geely Automobile is also foresight in the layout of assisted driving functions. In 2018, it popularized the L2-level intelligent driving assistance system to its models, becoming the first Chinese brand to achieve full mass production of L2-level autonomous driving technology.</p><p>Based on the development model of Jidu Automobile, Avita, a subsidiary of Changan Automobile, was established on November 15, 2021 and integrates Changan Automobile, Huawei,<a href=\"https://laohu8.com/S/300750\">Ningde era</a>With their respective superior technologies and tripartite strategic resources in the fields of R&D and manufacturing, intelligent solutions and energy management ecology, they jointly create the intelligent electric vehicle technology platform CHN. Its first model, the Avita 11, has also been unveiled and is reported to be officially launched in 2022.</p><p><a href=\"https://laohu8.com/S/02238\">GAC Group</a>, China FAW, and Dongfeng Motor respectively chose to reach strategic cooperation with autonomous driving technology companies such as Heduo Technology, Pony.ai, and Youjia Innovation to form their own ecosystem.</p><p>SAIC,<a href=\"https://laohu8.com/S/02333\">Great Wall Motors</a>Then split the intelligent driving department and establish a new independent subsidiary of autonomous driving; In this \"battle\" around autonomous driving, BAIC Group also launched the ARCFOX brand with the help of Huawei's ADAS intelligent driving function.</p><p><h3>Mass production has become a big test, BAIC overturns, SAIC overturns</h3>In the early stage of chaotic industry development, mass production can help car companies see the sun and eat half a \"reassurance\".</p><p>In the automobile travel industry, market performance is the only criterion for success.</p><p>Almost all of the nine leading Chinese representative traditional car companies have achieved mass production of autonomous driving functions, but the technical level that has achieved mass production only stays in L2 and L2 + intelligent driving systems.</p><p><img border=\"0\" height=\"\" src=\"https://diting-hetu.iyiou.com/16488862982167.jpg\" title=\"中国传统车企自动驾驶产品布局现状（部分）.jpg\" vspace=\"0\" width=\"\"/></p><p>However, for car companies, the \"small goal\" of being able to realize the function and mass production of passenger car autonomous driving in some scenarios has been achieved.</p><p>The layout and actual investment of enterprises in the development process will directly affect the performance of autonomous driving.</p><p>Although it was not the earliest to start, when it realized that new technologies have the possibility of subverting the industry, SAIC almost made full efforts in the new business layout, breaking out from four directions for transformation, namely Feifan Automobile, Zhiji Automobile, Xiangdao Robotaxi and Youdao Zhitu.</p><p>The first three were committed to the intelligent transformation of passenger cars at the beginning of their establishment. Youdao Zhitu started with commercial vehicles in the early stage, intending to cover the overall transformation of SAIC in terms of revenue. In the later stage, it gradually moved towards the intelligent direction of all scenarios. development.</p><p>In addition to setting up a dedicated subsidiary to the development of smart cars, SAIC's strategic layout for smart chip manufacturer Horizon and autonomous driving company Momenta can also be seen that its vision and ambition are not limited to the present.</p><p>SAIC, which is controlled by others at the joint venture level, may want to seek independence in autonomous driving and win back the game.</p><p>In contrast, BAIC Group's development in the direction of autonomous driving and intelligence is driving high and moving low, demonstrating with reality that the early bird does not necessarily catch the worm.</p><p>In 2017, BAIC New Energy's annual production and sales exceeded 100,000 vehicles for the first time, ranking second only to the global sales market<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, compared with the 23% market share at the peak in June 2019, the current market share in China is less than 1%, which can be said to have fallen from the top of the clouds to the bottom.</p><p>If car companies actively build autonomous driving capabilities to firmly shape and maintain their \"souls\" in \"troubled times\", BAIC is doing the opposite and constantly \"selling their souls\" under the impact of the outside world.</p><p>In order to break through the market with the help of Jihu, BAIC Group handed over the hardware production to Magna, the intelligent software was escorted by Huawei, the central control layout used the design of Beijing Benz, and it was only responsible for the design in vehicle manufacturing.</p><p>This seemingly ideal integration actually no longer has the competitive advantages of car companies in the smart era. Unlike Jidu Automobile, which seeks \"grafting\" from Baidu based on its own OEM advantages, BAIC Group can be said to be completely borrowing doctrine. It dispersed as soon as it blows.</p><p>Under this combination, as a listed company of BAIC New Energy<a href=\"https://laohu8.com/S/600733\">BAIC Blue Valley</a>In two years, the loss has exceeded 10 billion yuan. Coupled with the unstable management, the future of BAIC New Energy is uncertain.</p><p><h3>Cooperation is inevitable, and the most important thing lies in dominance</h3>The building was destroyed in an instant, and the unnecessarily external wind and rain that knocked down the building may also be the foundation that was not strong enough.</p><p>In any case, the concept of automobiles has gradually taken up its new role under the \"tossing\" of a number of car companies and technology companies such as new car-making forces, which has also caused the veterans in the automobile industry to really break out in a cold sweat.</p><p>After all, from<a href=\"https://laohu8.com/S/KODK\">Kodak</a>The decline of film to<a href=\"https://laohu8.com/S/NOK\">Nokia</a>The decline of technology, the subversion of traditional industries by technology is no longer a magical plot, but a naked reality.</p><p>However, players who are new to building cars based on autonomous driving should not underestimate the difficulty of building cars and the strength of Big Brother.</p><p>Autonomous driving is inseparable from the control of the vehicle itself, and car companies and suppliers have accumulated extremely profound knowledge of the dynamic control, safety control, driving economy and quality of the vehicle. Almost every small control method and adjustment logic have undergone high-intensity and long-term testing and calibration. These engineering capabilities are beyond the reach of emerging companies in a short period of time.</p><p>Traditional car companies based on the market have a very deep understanding and practice of mass production.</p><p>As early as the conceptual design stage of products, traditional car companies will consider market positioning and cost, and do a good job in corresponding control to strike a balance between technological advancement and cost performance.</p><p>For enterprises, technological leadership may help tell a good story, but if they want to really push products to mass production and make profits, enterprises need to make consumers accept new technologies faster at controllable costs.</p><p>Laws and regulations are the \"tightening spell\" that the travel industry can't avoid.</p><p>When autonomous driving technology develops to a certain stage, the government will inevitably introduce corresponding standards and regulations. As an in-depth participant in the transportation industry, traditional enterprises have almost appointed the role of referees. As a pillar industry of the national economy, the automobile industry will also have the right to speak in the legislative process.</p><p>For example, at the Two Sessions in 2022, Chen Hong, deputy to the National People's Congress, Secretary of the Party Committee and Chairman of SAIC Motor, suggested adjusting and improving laws and regulations related to intelligent connected vehicles, and accelerating the commercialization of autonomous driving technology and related legal breakthroughs.</p><p>He suggested that in the Road Traffic Safety Law, the legal status of autonomous driving systems should be clarified, and standard rules and disposal mechanisms for the division of responsibilities between human drivers and \"autonomous driving systems\" (car companies, parts suppliers, etc.) should be formulated.</p><p>In this seemingly emerging field, the competition is far more than technology. From car manufacturing to management to legislation, this is a complete \"three-dimensional war\", and this war may have just begun.</p><p>Based on such complex influencing factors, Yiou Automobile believes that it will be extremely difficult to fight alone, and cooperation will be an inevitable trend.</p><p><h3>epilogue</h3>At the current stage, autonomous driving is still mainly based on the addition of sensing, execution, and decision-making parts on previous vehicles. In essence, it is still an extension of automotive technology, rather than an absolute subversion.</p><p>However, if fully autonomous driving at L4 and above levels is achieved, it may not be enough to just change the vehicle itself. It also requires the rational application and cooperation of many technologies such as high-precision maps, cloud computing, V2X, information security, and functional safety that emerging companies are good at. Coupled with government support from regulations and infrastructure.</p><p>In this process, traditional car companies will still play a vital role, and it is by no means an either-or existence.</p><p>Yiou Automobile believes that competition and cooperation are inevitable in this protracted war.</p><p>But in the final analysis, whoever can take the lead in technological breakthroughs and actively guide the formulation of industry standards and regulations will be able to take the initiative in future cooperation.</p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.iyiou.com/analysis/202204021029629\">刘慧莹</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://diting-hetu.iyiou.com/16488865689177.jpeg?imageView2/1/w/900/h/600/format/jpg","relate_stocks":{"BK4574":"无人驾驶","01211":"比亚迪股份","BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数","BK1588":"回港中概股","NVDA":"英伟达","BK1149":"通信设备","BK1095":"互动媒体与服务","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK1575":"同股不同权","BK4581":"高盛持仓","BK4527":"明星科技股","09888":"百度集团-SW","BK4543":"AI","BK4077":"互动媒体与服务","BK1607":"新IT概念","002594":"比亚迪","BK1515":"抗疫概念","BK1582":"深圳本地概念股","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4141":"半导体产品","BK1587":"次新股","00175":"吉利汽车","BK1594":"碳中和概念股","BK4514":"搜索引擎","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4503":"景林资产持仓","BK4529":"IDC概念","BK1522":"燃料电池","02333":"长城汽车","BK1580":"烟草概念","BK1539":"汽车股","BK1521":"挪威政府全球养老基金持仓","BK4535":"淡马锡持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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ladder.”（混乱是阶梯）《权力的游戏》这句经典的台词，用来形容当前汽车产业转型的局面，格外恰当。2021年新能源乘用车市场13.4%的渗透率，已经将传统车企倒逼至全员电动化的临界点。随着智能化时代的临近，自动驾驶赛道持续升温，主机厂面临的智能化竞争已经不是车企之间的竞技。在新大陆上，野蛮生长的多方势力——传统车企、互联网公司、造车新势力，以及各式各样的自动驾驶技术团队在这里合纵连横。时至今日，造车的核心竞争力早已不是燃油时代发动机、变速箱、底盘这“三大件”，更直接无视同质化严重的电机、电池、电控等技术。自动驾驶等成为智能电动汽车时代角逐的“风眼”。从资本市场可以窥见一斑，亿欧数据显示，2021年中国自动驾驶领域共发生投资事件107起，累计金额达575亿元。当造智能汽车成为所有人眼中的好生意，传统车企在短期之内几乎难逃“内卷”的魔咒。传统车企即将迎接的是与几乎所有跟科技相关企业，展开一场“立体战争”。主机厂自动驾驶布局一览在造车这件事上，传统车企依然拥有充足的话语权——拥有对研发、生产、销售、营销等全渠道的掌控力。这种能力的练就，并非一朝一夕，而是从百年造车的历史中锻造而成。亿欧汽车根据股权性质，选择三家国资委控股的车企，中国一汽、长安汽车与东风汽车；三家地方车企，上汽集团、广汽集团和北汽集团；以及三家民营的代表车企，吉利汽车、长城汽车和比亚迪，将其作为传统车企中的代表性企业，梳理他们在自动驾驶领域的布局后发现，传统车企对于自动驾驶能力的搭建已经成为必选项。汽车产业链过长，使得资源整合、产业链成本的控制难度加大，虽然新兴企业进入汽车行业短时间内难以盈利，但自动驾驶等新兴技术的加入，为后来者们带来一些核心优势，创造了弯道超越的可能性。传统车企对自动驾驶进行布局的方式，主要集中在与自动驾驶科技公司建立战略合作，成立专门子公司以及建立智驾相关的研发部门和实验室等。2018年4月，比亚迪率先与百度达成战略合作，也是百度Apollo计划的第100位合作伙伴。比亚迪股份有限公司董事局主席兼总裁王传福把未来的汽车比作“长了腿的超级智能手机”。事实上，比亚迪一直用“两条腿走路”，通过边自研、边合作的方式积累自动驾驶方面的经验。最近，比亚迪确认将百度作为其智能驾驶供应商，并继续牵手英伟达，在智能驾驶技术方面达成合作，进入英伟达的“智驾朋友圈”。英伟达的“智驾朋友圈”，堪称是一个自动驾驶的生态圈。通过自家已经实现量产的自动驾驶芯片Orin，英伟达不仅赋能了包括通用Cruise、亚马逊 Zoox、滴滴、Kodiak、图森未来、智加科技、AutoX、小马智行等自动驾驶公司，还与奔驰、捷豹路虎、沃尔沃等全球知名车企，以及中国的“蔚小理”、上汽智己、R汽车、FF等新势力达成商业合作。比亚迪如今选择英伟达，也是看重其赋能车企自动驾驶生态的能力。不过比亚迪的自动驾驶能力明显还没有跟上时代的步伐。尽管比亚迪的动力电池技术以及新能源汽车产品无可挑剔，但是它的驾驶辅助系统能力却饱受消费者诟病。在2021年年末中汽中心对市面上六款热销车型CCRT辅助驾驶的测评中，比亚迪总体表现不佳；在与人身安全密切相关的“紧急避险性能指标”中，比亚迪汉EV更是排名垫底，不及哪吒U Pro。在百度和英伟达两位队友的助攻下，比亚迪自己仍需奋发向上，修炼内功，积极挺进汽车智能化的下半场。比亚迪并不是百度唯一合作的车企。2021年3月，百度与吉利汽车成立合资公司集度汽车，百度持股55%，吉利持股45%。吉利在自动驾驶方面的发展路径继承了其兼容并蓄的传统。早年吉利为了丰富和夯实其在汽车行业的技术和业务能力，先后收购沃尔沃汽车，伦敦出租车公司（后更名为伦敦电动汽车公司），宝腾汽车（间接收购路特斯汽车），收购戴姆勒9.69%具有表决权的股份成为其第一股东，同时注资成立远程汽车、领克、Polestar以及几何汽车，可以说基因里就深谙“吸星大法”。论能力集成，集度汽车一以贯之，在吉利包括三电、底盘在内的整个浩瀚平台的能力基础上融合百度自动驾驶能力，再重新设计、定义出整个产品。据悉，集度汽车员工共计1000多人，约70%的人员是研发人员，主要围绕与吉利、百度Apollo团队进行协同互补。不过吉利汽车在辅助驾驶功能布局上亦是先知先觉，2018年就将L2级智能驾驶辅助系统普及旗下车型，成为最早实现L2等级自动驾驶技术全面量产的中国品牌。基于集度汽车发展模式的还有长安汽车旗下的阿维塔，这家公司成立于2021年11月15日，整合了长安汽车、华为、宁德时代各自在研发制造、智能解决方案和能源管理生态领域的优势技术及三方战略资源，共同打造出智能电动汽车技术平台CHN。其首款车型阿维塔11也已亮相，据悉将在2022年正式上市。广汽集团、中国一汽、东风汽车分别选择与禾多科技、小马智行以及佑驾创新等自动驾驶科技公司达成战略合作，形成自己的生态圈。上汽集团、长城汽车则拆分智驾部门，成立新的自动驾驶独立子公司；北汽集团在这场围绕自动驾驶的“战斗”中，也借助华为ADAS智能驾驶功能推出ARCFOX 极狐品牌。量产落地成大考，北汽翻车，上汽翻盘在混沌的行业发展初期，量产能够帮助车企拨云见日、吃下半颗“定心丸”。在汽车出行行业里，市场表现是检验成功的唯一标准。九家中国头部代表传统车企几乎全部实现自动驾驶功能的量产上车，但已经实现量产的技术等级，仅停留在L2及L2+智能驾驶系统。不过对于车企而言，能够做到乘用车自动驾驶在部分场景的功能实现和量产上路，已经达成了“小目标”。企业在发展过程中的布局和实际投入，将直接影响自动驾驶的上车表现。尽管起步不是最早，但当意识到新技术对行业具有颠覆的可能性，上汽集团近乎在新业务布局上开足马力，从四个方向突出重围进行转型，它们分别是飞凡汽车、智己汽车、享道Robotaxi和友道智途。前三者成立之初即致力于乘用车的智能化转型，友道智途初期则从商用车入手，意欲在营收方面为上汽的整体转型兜底，后期逐渐向全场景的智能化方向发展。除了成立专门的子公司致力于智能汽车发展，上汽对于智能芯片厂商地平线和自动驾驶公司Momenta的战略布局，也可以看出其眼光和野心不止于当下。在合资层面受制于人的上汽，也许想在自动驾驶方面谋求独立，扳回一局。相比之下，北汽集团在自动驾驶和智能化方向的发展则是高开低走，用现实论证了早起的鸟儿不一定有虫吃。2017年，北汽新能源首次年产销超过10万辆，在全球销量市场上曾仅次于特斯拉，相较2019年6月巅峰时期23%的市场占有率，如今在中国的市场份额已经不足1%，堪称从云巅跌落至谷底。如果说车企积极构建自动驾驶能力，是坚定地在“乱世”中塑造和维护自己的“灵魂”，北汽则是反其道而行之，在外界的冲击之下不断“出卖灵魂”。为了借助极狐突围市场，北汽集团将硬件生产交由麦格纳负责，智能软件通过华为保驾护航，中控布局使用北京奔驰的设计，自己仅承担车辆制造中的设计。这样看似理想的整合，实则已经不再具备智能时代车企的竞争优势，不同于集度汽车基于自身主机厂优势，向百度寻求“嫁接”，北汽集团可以说是完全的拿来主义，风一吹就散了。在这种组合拳之下，作为北汽新能源上市公司的北汽蓝谷在两年间亏损额已超过百亿元。加之管理层并不稳定，北汽新能源前途未卜。合作成必然，贵在主导权大厦毁于顷刻之间，而推倒大厦的不一定的外界的风雨，也可能是不够坚固的地基。无论如何，汽车的概念在造车新势力等一众车企和科技公司的“折腾”下逐渐履新，这也让汽车行业里的元老们着实出了把冷汗。毕竟从柯达胶卷的没落到诺基亚的式微，科技颠覆传统产业早已不是魔幻的剧情，而是赤裸裸的现实。但基于自动驾驶新入局造车的玩家们，不应低估造车的难度和老大哥的实力。自动驾驶离不开对车本身的控制，而车企和供应商已经对车辆的动态控制、安全控制、行驶经济性和品质拥有极其深厚的积累，几乎每个小的控制方法和调校逻辑都经过了高强度、长时间的测试和标定，这些工程能力对于新兴企业而言，短时间内无法企及。立足市场的传统车企，对量产有着非常深厚的理解和实践。早在产品的概念设计阶段，传统车企便会考虑市场定位和成本，并做好相应的管控，在技术的先进性和性价比之间取得平衡。对于企业来说，技术领先或许有助于讲好故事，但若想真正把产品推向量产、获得利润，则需要企业在可控的成本内更快地使消费者接受新技术。法规是出行产业绝对绕不开的“紧箍咒”。自动驾驶技术发展到一定阶段，政府必然推出相应的标准和法规。传统企业作为交通行业的深度参与者，几乎已经钦定了裁判员的角色。汽车行业作为国民经济的支柱产业，在立法环节中也会具有话语权。比如，2022年两会上，全国人大代表、上汽集团党委书记、董事长陈虹就建议调整完善智能网联车相关的法律法规，加快推动自动驾驶技术的商业化落地和相关法律突破。他建议在《道路交通安全法》中，明确自动驾驶系统的合法地位，并制定人类驾驶员与“自动驾驶系统”（车企、零部件供应商等）的责任划分标准规则和处置机制。在这个看似新兴的领域里，比拼的远远不止技术，从造车到管理再到立法，这是一场十足的“立体战争”，而这场战争或才刚刚开始。基于如此复杂的影响因素，亿欧汽车认为，单打独斗将异常艰难，合作会是必然的趋势。结语当前阶段的自动驾驶，主要仍是在之前车辆基础上加入传感、执行、决策的部分，本质上依然是对汽车技术的延伸，而非绝对的颠覆。但若实现L4及以上级别的完全自动驾驶，仅改变车辆本身可能远远不够，还需要新兴企业擅长的高精地图、云计算、V2X、信息安全、功能安全等众多技术的合理运用与配合，并加上法规、基础建设的政府支持。在这个过程中，传统车企仍会是至关重要的角色，绝不是非此即彼的存在。亿欧汽车认为，在这场旷日持久的战争中，竞争与合作都在所难免。但归根结底，谁能在技术上率先突破，积极引导行业标准和法规的制定，谁就能在今后合作中掌握主动权。","news_type":1,"symbols_score_info":{"00175":0.9,"BIDU":0.9,"NVDA":0.9,"02333":0.9,"QNETCN":0.6,"00285":0.9,"09888":0.9,"002594":0.9,"EVS.SI":0.6,"01211":0.9}},"isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034169227,"gmtCreate":1647827075417,"gmtModify":1676534269406,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4093875996002050","authorIdStr":"4093875996002050"},"themes":[],"htmlText":"<a 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15:13","market":"hk","language":"zh","title":"Goldwind Technology received a significant increase of 216 million yuan from the main force on July 13, an increase of 1271.57% from the previous month","url":"https://stock-news.laohu8.com/highlight/detail?id=2251639184","media":"自选股智能写手","summary":"07月13日, 金风科技股价涨4.70%，报收15.59元，成交金额18.61亿元，换手率3.56%，振幅6.51%，量比1.81。金风科技今日主力资金净流入2.16亿元，上一交易日主力净流入1576万元，今日环比增加1271.57%。该股近5个交易日上涨3.59%，主力资金累计净流出1.46亿元；近20日主力资金累计净流出2.33亿元，其中净流出天数为11日。该行业中净流入前三个股分别为天顺风能、明阳智能、金风科技。","content":"<p><html><body><article>July 13,<a href=\"https://laohu8.com/S/002202\">Goldwind Technology</a>The stock price rose 4.70% to close at 15.59 yuan, with a turnover of 1.861 billion yuan.<span>Turnover rate</span>3.56%, amplitude 6.51%,<span>Quantity ratio</span>1.81。</p><p><a href=\"https://laohu8.com/S/02208\">Goldwind Technology</a>Today, the net inflow of main funds (super large orders + large orders) was 216 million yuan, and the net inflow of main funds on the previous trading day was 15.76 million yuan, an increase of 1271.57% from the previous month.</p><p>The stock has risen by 3.59% in the past 5 trading days, with a cumulative net outflow of 146 million yuan of main funds; In the past 20 days, the cumulative net outflow of main funds was 233 million yuan, of which the net outflow days were 11 days.</p><p>The net main force of the stock accounted for 0.41% (net main capital/<span>Circulating market capitalization</span>), the A-share market ranked 231/4917, lower than the industry average.</p><p>| The top 10 stocks with the main increase in positions on July 13 | | # | Stock abbreviation | Net share of main force | # | N Huasheng | 22.46% | # |<a href=\"https://laohu8.com/S/001226\">Tuoshan Heavy Industries</a>|12.78%|#|<a href=\"https://laohu8.com/S/301120\">Xinte Electric</a>|9.12%|#|<a href=\"https://laohu8.com/S/605598\">Shanghai Harbour</a>|7.35%|#|<a href=\"https://laohu8.com/S/001212\">Zhongqi New Materials</a>|5.92%|#|<a href=\"https://laohu8.com/S/301082\">Jiusheng Electric</a>|4.90%|#|<a href=\"https://laohu8.com/S/002990\">Shengshi Technology</a>|4.47%|#|<a href=\"https://laohu8.com/S/002112\">Sanbian Technology</a>|4.09%|#|<a href=\"https://laohu8.com/S/301046\">Nenghui Technology</a>|3.27%|#|<a href=\"https://laohu8.com/S/300774\">Bejett</a>|3.04%|</p><p>The wind power equipment industry where Goldwind Technology is located has a net inflow of 1.58 billion yuan today, ranking 1/124 in the industry. The top three stocks in this industry with net inflows are<a href=\"https://laohu8.com/S/002531\">Tianshun Wind Energy</a>、<a href=\"https://laohu8.com/S/601615\">Mingyang Intelligent</a>, Goldwind Technology. The top three stocks with net outflows are<a href=\"https://laohu8.com/S/002487\">Daikin Heavy Industries</a>、<a href=\"https://laohu8.com/S/600416\">Xiangdian Co., Ltd</a>、<a href=\"https://laohu8.com/S/300690\">Double One Technology</a>。 (End)</p><p>(The above contents are self-selected shares<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The machine writer Money Call is completed. It is only used as a reference for users to read the market and cannot be used as a basis for buying.)</p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldwind Technology received a significant increase of 216 million yuan from the main force on July 13, an increase of 1271.57% from the previous month</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; 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}\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\">\nGoldwind Technology received a significant increase of 216 million yuan from the main force on July 13, an increase of 1271.57% from the previous month\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">自选股智能写手</strong><span class=\"h-time small\">2022-07-13 15:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>July 13,<a href=\"https://laohu8.com/S/002202\">Goldwind Technology</a>The stock price rose 4.70% to close at 15.59 yuan, with a turnover of 1.861 billion yuan.<span>Turnover rate</span>3.56%, amplitude 6.51%,<span>Quantity ratio</span>1.81。</p><p><a href=\"https://laohu8.com/S/02208\">Goldwind Technology</a>Today, the net inflow of main funds (super large orders + large orders) was 216 million yuan, and the net inflow of main funds on the previous trading day was 15.76 million yuan, an increase of 1271.57% from the previous month.</p><p>The stock has risen by 3.59% in the past 5 trading days, with a cumulative net outflow of 146 million yuan of main funds; In the past 20 days, the cumulative net outflow of main funds was 233 million yuan, of which the net outflow days were 11 days.</p><p>The net main force of the stock accounted for 0.41% (net main capital/<span>Circulating market capitalization</span>), the A-share market ranked 231/4917, lower than the industry average.</p><p>| The top 10 stocks with the main increase in positions on July 13 | | # | Stock abbreviation | Net share of main force | # | N Huasheng | 22.46% | # |<a href=\"https://laohu8.com/S/001226\">Tuoshan Heavy Industries</a>|12.78%|#|<a href=\"https://laohu8.com/S/301120\">Xinte Electric</a>|9.12%|#|<a href=\"https://laohu8.com/S/605598\">Shanghai Harbour</a>|7.35%|#|<a href=\"https://laohu8.com/S/001212\">Zhongqi New Materials</a>|5.92%|#|<a href=\"https://laohu8.com/S/301082\">Jiusheng Electric</a>|4.90%|#|<a href=\"https://laohu8.com/S/002990\">Shengshi Technology</a>|4.47%|#|<a href=\"https://laohu8.com/S/002112\">Sanbian Technology</a>|4.09%|#|<a href=\"https://laohu8.com/S/301046\">Nenghui Technology</a>|3.27%|#|<a href=\"https://laohu8.com/S/300774\">Bejett</a>|3.04%|</p><p>The wind power equipment industry where Goldwind Technology is located has a net inflow of 1.58 billion yuan today, ranking 1/124 in the industry. The top three stocks in this industry with net inflows are<a href=\"https://laohu8.com/S/002531\">Tianshun Wind Energy</a>、<a href=\"https://laohu8.com/S/601615\">Mingyang Intelligent</a>, Goldwind Technology. The top three stocks with net outflows are<a href=\"https://laohu8.com/S/002487\">Daikin Heavy Industries</a>、<a href=\"https://laohu8.com/S/600416\">Xiangdian Co., Ltd</a>、<a href=\"https://laohu8.com/S/300690\">Double One Technology</a>。 (End)</p><p>(The above contents are self-selected shares<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The machine writer Money Call is completed. It is only used as a reference for users to read the market and cannot be used as a basis for buying.)</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220713151417828c642d&s=b\">自选股智能写手</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1558":"风电股","BK1513":"稀土概念","BK1546":"电力设备股","BK1205":"重型电气设备","02208":"金风科技","BK1594":"碳中和概念股","BK1526":"科网股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220713151417828c642d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2251639184","content_text":"07月13日, 金风科技股价涨4.70%，报收15.59元，成交金额18.61亿元，换手率3.56%，振幅6.51%，量比1.81。金风科技今日主力资金（超大单+大单）净流入2.16亿元，上一交易日主力净流入1576万元，今日环比增加1271.57%。该股近5个交易日上涨3.59%，主力资金累计净流出1.46亿元；近20日主力资金累计净流出2.33亿元，其中净流出天数为11日。该股主力净额占比0.41%（主力资金净额/流通市值），A股市场排名231/4917，低于行业平均值。|07月13日主力加仓幅度前10个股||#|股票简称|主力净额占比|#|N华盛|22.46%|#|拓山重工|12.78%|#|新特电气|9.12%|#|上海港湾|7.35%|#|中旗新材|5.92%|#|久盛电气|4.90%|#|盛视科技|4.47%|#|三变科技|4.09%|#|能辉科技|3.27%|#|倍杰特|3.04%|金风科技所在的风电设备行业，今日主力净流入15.80亿元，行业排名1/124。该行业中净流入前三个股分别为天顺风能、明阳智能、金风科技。净流出前三个股分别为大金重工、湘电股份、双一科技。（完）（以上内容为自选股智能机器写手Money Call完成，仅作为用户看盘参考，不能作为买入依据。）","news_type":1,"symbols_score_info":{"02208":0.9}},"isVote":1,"tweetType":1,"viewCount":2112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078228172,"gmtCreate":1657698142396,"gmtModify":1676536048056,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093875996002050","idStr":"4093875996002050"},"themes":[],"htmlText":"：-）","listText":"：-）","text":"：-）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078228172","repostId":"2240452918","repostType":2,"isVote":1,"tweetType":1,"viewCount":2521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078982480,"gmtCreate":1657617138441,"gmtModify":1676536034836,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093875996002050","idStr":"4093875996002050"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078982480","repostId":"2250258959","repostType":2,"isVote":1,"tweetType":1,"viewCount":1967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073912384,"gmtCreate":1657262687348,"gmtModify":1676535982061,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4093875996002050","idStr":"4093875996002050"},"themes":[],"htmlText":"：-）","listText":"：-）","text":"：-）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073912384","repostId":"2249526256","repostType":2,"repost":{"id":"2249526256","kind":"news","pubTimestamp":1657164316,"share":"https://ttm.financial/m/news/2249526256?lang=en_US&edition=fundamental","pubTime":"2022-07-07 11:25","market":"us","language":"zh","title":"Hong Kong stock concept tracking | The first domestically produced new crown neutralizing antibody drug is commercially released. New crown treatment is still a definite opportunity for the whole year (with concept stocks)","url":"https://stock-news.laohu8.com/highlight/detail?id=2249526256","media":"智通财经","summary":"7月7日，首批抗体药物实现商业放行，标志着这一联合疗法正式开启商业化的重要里程碑。中航证券认为，近期新冠口服药研发进展和相关产业链供应的陆续披露，为新冠治疗产业链带来确定性较强的预期，短期来看，新冠治疗仍然是贯彻全年的确定性机会。这是首个国产新冠中和抗体联合疗法药物获批。首期规划中可生产抗新冠口服药物原料药年产100吨，供应至少2000万人份抗新冠口服药物。","content":"<p><html><body>Zhitong Finance APP learned that on July 7,<a href=\"https://laohu8.com/S/02137\">Tengsheng Boyao-B</a>(02137) and its holding company Tengsheng Huachuang announced that its long-acting new crown neutralizing antibody ambavirumab and romisevirumab combination therapy were commercialized in China. On July 7, the first batch of antibody drugs were commercially released, marking an important milestone in the official commercialization of this combination therapy. Affected by this news, Hong Kong stock Tengsheng Boyao-B (02137) rose by as much as 30.24% today. AVIC Securities believes that the recent research and development progress of oral drugs in the new crown and the successive disclosure of related industrial chain supply have brought strong certainty expectations to the new crown treatment industry chain. In the short term, the new crown treatment is still a certain opportunity to be implemented throughout the year.</p><p>Ambavirumab and romisevirumab are non-competitive novel severe acute respiratory syndrome virus 2 (SARS-CoV-2) monoclonal neutralizing antibodies obtained by Tengsheng Biopharm in cooperation with Shenzhen Third People's Hospital and Tsinghua University from patients recovering from novel coronavirus pneumonia (COVID-19). In particular, bioengineering technology is applied to reduce the risk of antibody-mediated dependent enhancement and prolong plasma half-life for longer-lasting therapeutic effects.</p><p>In December 2021, the combination therapy of ambavirumab and romisevirumab was approved by the National Medical Products Administration (NMPA) for the treatment of mild and common types with high risk factors of progression to severe (including hospitalization or death) Adults and adolescents (12-17 years old, weight ≥ 40 kg) patients with Novel Coronavirus infection (COVID-19), among which adolescents (12-17 years old, weight ≥ 40 kg) are conditionally approved. This is the first domestically produced new crown neutralizing antibody combination therapy drug approved.</p><p>According to the final results of the Phase III clinical trial of the ACTIV-2 study supported by the National Institutes of Health (NIH)/National Institute of Allergy and Infectious Diseases (NIAID), which included 837 enrolled outpatients, compared with placebo, the combination therapy of long-acting ambavirumab and romisevirumab reduced the risk of hospitalization and death by 80% in COVID-19 outpatients at high risk of clinical progression, which was statistically significant.</p><p>In March this year, Tengsheng Boyao announced that Tengsheng Huachuang and<a href=\"https://laohu8.com/S/01099\">Sinopharm Holdings</a>(01099) Reached a strategic cooperation, and the two parties will jointly promote the commercialization process of the company's long-acting COVID-19 monoclonal neutralizing antibody ambavirumab/romisevirumab combination therapy in China, including drug storage, channel distribution, regional access, and other innovative business cooperation.</p><p>AVIC Securities believes that the recent progress in the research and development of oral drugs in the new crown and the successive disclosure of related industrial chain supply have brought strong certainty expectations to the new crown treatment industry chain, supporting it to become an industry hot spot this year. The valuation of the pharmaceutical industry is at the bottom of history, and the medical sector with strong market demand and high prosperity is facing a good opportunity for long-term layout.</p><p>In the short term, COVID-19 treatment is still a definite opportunity to be implemented throughout the year, and it is recommended to pay attention to<a href=\"https://laohu8.com/S/688180\">Junshi Bio</a>-U et al. In the long run, as the quantity procurement of drugs and consumables continues to advance, companies with high safety margins, strong innovation capabilities, rich product pipelines and better competitive landscapes are expected to continue to benefit in the long term. It is recommended to continue to focus on innovative drugs and innovative drug industrial chains, high-end medical devices, medical consumption terminals and medical consumption layouts with scarcity and consumption attributes, while exploring second-tier blue chips with relatively low valuations.</p><p><strong>Related concept stocks:</strong></p><p>Tengsheng Boyao-B (02137): The company and its holding company Tengsheng Huachuang announced that its long-acting new crown neutralizing antibody ambavirumab and romisevirumab combination therapy has been commercialized in China.</p><p><a href=\"https://laohu8.com/S/01877\">Junshi Bio</a>(01877): The company is an innovation-driven biopharmaceutical company, dedicated to the discovery and development of innovative drugs, as well as clinical research and development and commercialization worldwide. Company VV116 Comparison<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>The phase III clinical trial of Paxlovid for the early treatment of mild to moderate COVID-19 has reached the primary study endpoint, and the new drug marketing application for VV116 needs to be submitted after communicating with regulatory authorities and obtaining approval.</p><p><a href=\"https://laohu8.com/S/02096\">Simcere Pharma</a>(02096): The company continues to strengthen its advantages in drug commercialization, with a sales team of about 4,000 people, covering 2,700 tertiary hospitals and about 17,000 other hospitals. On June 8, the company's anti-COVID-19 drug production base construction project officially started. The total planned investment of the project is 1.6 billion yuan, and the annual output value is expected to exceed 2 billion yuan. In the first phase of the plan, the annual output of anti-COVID-19 oral drug raw materials can be 100 tons, and at least 20 million anti-COVID-19 oral drugs can be supplied.</p><p><a href=\"https://laohu8.com/S/01672\">Ascletis Pharma-B</a>(01672): The company announced today that it has submitted a new drug clinical trial (IND) application for COVID-19 (new crown) oral drug candidate polymerase (RdRp) inhibitor ASC10 to the US Food and Drug Administration (FDA). ASC10 is a new crown oral small molecule drug candidate targeting Novel Coronavirus RdRp. ASC10 is an oral dual prodrug of the antiviral nucleoside analog ASC10-A, which has a potent inhibitory effect on Novel Coronavirus RdRp. In preclinical studies, ASC10-A showed excellent in vitro antiviral activity against a variety of Novel Coronavirus variants, including Omicron.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong stock concept tracking | The first domestically produced new crown neutralizing antibody drug is commercially released. New crown treatment is still a definite opportunity for the whole year (with concept stocks)</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\">\nHong Kong stock concept tracking | The first domestically produced new crown neutralizing antibody drug is commercially released. New crown treatment is still a definite opportunity for the whole year (with concept stocks)\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-07-07 11:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Zhitong Finance APP learned that on July 7,<a href=\"https://laohu8.com/S/02137\">Tengsheng Boyao-B</a>(02137) and its holding company Tengsheng Huachuang announced that its long-acting new crown neutralizing antibody ambavirumab and romisevirumab combination therapy were commercialized in China. On July 7, the first batch of antibody drugs were commercially released, marking an important milestone in the official commercialization of this combination therapy. Affected by this news, Hong Kong stock Tengsheng Boyao-B (02137) rose by as much as 30.24% today. AVIC Securities believes that the recent research and development progress of oral drugs in the new crown and the successive disclosure of related industrial chain supply have brought strong certainty expectations to the new crown treatment industry chain. In the short term, the new crown treatment is still a certain opportunity to be implemented throughout the year.</p><p>Ambavirumab and romisevirumab are non-competitive novel severe acute respiratory syndrome virus 2 (SARS-CoV-2) monoclonal neutralizing antibodies obtained by Tengsheng Biopharm in cooperation with Shenzhen Third People's Hospital and Tsinghua University from patients recovering from novel coronavirus pneumonia (COVID-19). In particular, bioengineering technology is applied to reduce the risk of antibody-mediated dependent enhancement and prolong plasma half-life for longer-lasting therapeutic effects.</p><p>In December 2021, the combination therapy of ambavirumab and romisevirumab was approved by the National Medical Products Administration (NMPA) for the treatment of mild and common types with high risk factors of progression to severe (including hospitalization or death) Adults and adolescents (12-17 years old, weight ≥ 40 kg) patients with Novel Coronavirus infection (COVID-19), among which adolescents (12-17 years old, weight ≥ 40 kg) are conditionally approved. This is the first domestically produced new crown neutralizing antibody combination therapy drug approved.</p><p>According to the final results of the Phase III clinical trial of the ACTIV-2 study supported by the National Institutes of Health (NIH)/National Institute of Allergy and Infectious Diseases (NIAID), which included 837 enrolled outpatients, compared with placebo, the combination therapy of long-acting ambavirumab and romisevirumab reduced the risk of hospitalization and death by 80% in COVID-19 outpatients at high risk of clinical progression, which was statistically significant.</p><p>In March this year, Tengsheng Boyao announced that Tengsheng Huachuang and<a href=\"https://laohu8.com/S/01099\">Sinopharm Holdings</a>(01099) Reached a strategic cooperation, and the two parties will jointly promote the commercialization process of the company's long-acting COVID-19 monoclonal neutralizing antibody ambavirumab/romisevirumab combination therapy in China, including drug storage, channel distribution, regional access, and other innovative business cooperation.</p><p>AVIC Securities believes that the recent progress in the research and development of oral drugs in the new crown and the successive disclosure of related industrial chain supply have brought strong certainty expectations to the new crown treatment industry chain, supporting it to become an industry hot spot this year. The valuation of the pharmaceutical industry is at the bottom of history, and the medical sector with strong market demand and high prosperity is facing a good opportunity for long-term layout.</p><p>In the short term, COVID-19 treatment is still a definite opportunity to be implemented throughout the year, and it is recommended to pay attention to<a href=\"https://laohu8.com/S/688180\">Junshi Bio</a>-U et al. In the long run, as the quantity procurement of drugs and consumables continues to advance, companies with high safety margins, strong innovation capabilities, rich product pipelines and better competitive landscapes are expected to continue to benefit in the long term. It is recommended to continue to focus on innovative drugs and innovative drug industrial chains, high-end medical devices, medical consumption terminals and medical consumption layouts with scarcity and consumption attributes, while exploring second-tier blue chips with relatively low valuations.</p><p><strong>Related concept stocks:</strong></p><p>Tengsheng Boyao-B (02137): The company and its holding company Tengsheng Huachuang announced that its long-acting new crown neutralizing antibody ambavirumab and romisevirumab combination therapy has been commercialized in China.</p><p><a href=\"https://laohu8.com/S/01877\">Junshi Bio</a>(01877): The company is an innovation-driven biopharmaceutical company, dedicated to the discovery and development of innovative drugs, as well as clinical research and development and commercialization worldwide. Company VV116 Comparison<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>The phase III clinical trial of Paxlovid for the early treatment of mild to moderate COVID-19 has reached the primary study endpoint, and the new drug marketing application for VV116 needs to be submitted after communicating with regulatory authorities and obtaining approval.</p><p><a href=\"https://laohu8.com/S/02096\">Simcere Pharma</a>(02096): The company continues to strengthen its advantages in drug commercialization, with a sales team of about 4,000 people, covering 2,700 tertiary hospitals and about 17,000 other hospitals. On June 8, the company's anti-COVID-19 drug production base construction project officially started. The total planned investment of the project is 1.6 billion yuan, and the annual output value is expected to exceed 2 billion yuan. In the first phase of the plan, the annual output of anti-COVID-19 oral drug raw materials can be 100 tons, and at least 20 million anti-COVID-19 oral drugs can be supplied.</p><p><a href=\"https://laohu8.com/S/01672\">Ascletis Pharma-B</a>(01672): The company announced today that it has submitted a new drug clinical trial (IND) application for COVID-19 (new crown) oral drug candidate polymerase (RdRp) inhibitor ASC10 to the US Food and Drug Administration (FDA). ASC10 is a new crown oral small molecule drug candidate targeting Novel Coronavirus RdRp. ASC10 is an oral dual prodrug of the antiviral nucleoside analog ASC10-A, which has a potent inhibitory effect on Novel Coronavirus RdRp. In preclinical studies, ASC10-A showed excellent in vitro antiviral activity against a variety of Novel Coronavirus variants, including Omicron.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/751165.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BNTX":"BioNTech SE","01099":"国药控股","BK1576":"医药外包概念","BK4551":"寇图资本持仓","BK1141":"生命科学工具和服务","BK1161":"生物科技","BK1191":"制药","01877":"君实生物","BK1515":"抗疫概念","03347":"泰格医药","BK1587":"次新股","BK1574":"生物医药B类股","BK4139":"生物科技","06978":"永泰生物-B","02096":"先声药业","BK1583":"高瓴概念","BK1197":"保健护理产品经销商","01672":"歌礼制药-B","BK4535":"淡马锡持仓","IND":"Xtrackers Nifty 500 India ETF","02137":"腾盛博药-B","BK4568":"美国抗疫概念","BK1500":"做空集合股"},"source_url":"http://www.zhitongcaijing.com/content/detail/751165.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249526256","content_text":"智通财经APP获悉，7月7日，腾盛博药-B(02137)及其旗下控股公司腾盛华创宣布，其长效新冠中和抗体安巴韦单抗和罗米司韦单抗联合疗法在中国商业化上市。7月7日，首批抗体药物实现商业放行，标志着这一联合疗法正式开启商业化的重要里程碑。受此消息影响，今日港股腾盛博药-B(02137)最高涨30.24%。中航证券认为，近期新冠口服药研发进展和相关产业链供应的陆续披露，为新冠治疗产业链带来确定性较强的预期，短期来看，新冠治疗仍然是贯彻全年的确定性机会。安巴韦单抗和罗米司韦单抗是腾盛博药与深圳市第三人民医院和清华大学合作从新型冠状病毒肺炎(COVID-19)康复期患者中获得的非竞争性新型严重急性呼吸系统综合症病毒2(SARS-CoV-2)单克隆中和抗体，特别应用了生物工程技术以降低抗体介导依赖性增强作用的风险，并延长血浆半衰期以获得更长久的治疗效果。2021年12月，安巴韦单抗和罗米司韦单抗联合疗法获国家药品监督管理局(NMPA)上市批准，用于治疗轻型和普通型且伴有进展为重型(包括住院或死亡)高风险因素的成人和青少年(12-17岁，体重≥40kg)新型冠状病毒感染(COVID-19)患者，其中青少年(12-17岁，体重≥40kg)适应证人群为附条件批准。这是首个国产新冠中和抗体联合疗法药物获批。根据美国国立卫生研究院(NIH)/美国国家过敏和传染病研究所(NIAID)支持的包括837例入组门诊患者的ACTIV-2研究三期临床试验最终结果显示，与安慰剂相比，长效安巴韦单抗和罗米司韦单抗联合疗法使临床进展高风险的新冠门诊患者住院和死亡风险降低80%，具有统计学显著性。今年3月，腾盛博药曾宣布，腾盛华创与国药控股(01099)达成战略合作，双方将共同推进公司长效新冠单克隆中和抗体安巴韦单抗/罗米司韦单抗联合疗法在中国的商业化进程，包括药品储备、渠道分销、区域准入、及其它创新业务合作。中航证券认为，近期新冠口服药研发进展和相关产业链供应的陆续披露，为新冠治疗产业链带来确定性较强的预期，支撑其成为今年以来的行业热点。医药行业估值处于历史底部位置，市场需求旺盛、高景气的医疗板块迎来长期布局的良机。短期来看，新冠治疗仍然是贯彻全年的确定性机会，建议关注君实生物-U等。长期来看，随着药品、耗材带量采购工作持续推进，安全边际高、创新能力强、产品管线丰富和竞争格局较好的企业有望在长周期持续受益，建议继续围绕创新药及创新药产业链、高端医疗器械、医疗消费终端和具备稀缺性和消费属性的医疗消费布局，同时挖掘估值相对较低的二线蓝筹。相关概念股：腾盛博药-B(02137)：公司及其旗下控股公司腾盛华创宣布，其长效新冠中和抗体安巴韦单抗和罗米司韦单抗联合疗法在中国商业化上市。君实生物(01877)：公司是一家创新驱动型生物制药公司，致力于创新药物的发现和开发，以及在全球范围内的临床研发及商业化。公司VV116对比辉瑞Paxlovid早期治疗轻中度COVID-19的三期临床试验达到主要研究终点，尚需在与监管部门沟通并获得同意后，递交VV116的新药上市申请。先声药业(02096)：公司持续强化药物商业化优势，拥有约4000人的销售团队，覆盖2700家三级医院和约17000家其他医院。6月8日，公司抗新冠药物生产基地建设项目正式开工，项目计划总投资16亿元，年产值预计超过20亿元。首期规划中可生产抗新冠口服药物原料药年产100吨，供应至少2000万人份抗新冠口服药物。歌礼制药-B(01672)：公司今日发布公告，已向美国食品药品监督管理局(FDA)递交COVID-19(新冠)口服候选药物聚合酶(RdRp)抑制剂ASC10的新药临床试验(IND)申请。ASC10是一款针对新型冠状病毒RdRp的新冠口服小分子候选药物。ASC10是抗病毒核苷类似物ASC10-A的口服双前药，ASC10-A对新型冠状病毒RdRp有强效抑制作用。在临床前研究中，ASC10-A表现出了对包括奥密克戎在内的多种新型冠状病毒变异株优异的体外抗病毒活性。","news_type":1,"symbols_score_info":{"837092":1,"837212":1,"837242":1,"837344":1,"02137":0.9,"01672":0.9,"03347":0.9,"01877":0.9,"BNTX":0.84,"01099":1,"06978":0.9,"02096":0.9,"IND":1}},"isVote":1,"tweetType":1,"viewCount":2112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}