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铭铭1
铭铭1
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2021-06-26
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铭铭1
铭铭1
·
2021-06-15
Good
The winning rate of Times Angel is 1.5%, and the subscription of 750 lots is stable
6月15日消息,本周二时代天使发布公告,公司发行1682.96万股股份,每股定价173港元,每手200股,预期将于6月16日上市。 公开发售阶段时代天使获2079.16倍认购,分配至公开发售的发售股份
The winning rate of Times Angel is 1.5%, and the subscription of 750 lots is stable
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铭铭1
铭铭1
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2021-06-12
Niubi
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铭铭1
铭铭1
·
2021-06-11
Can not earn money.
Reminder: The Dragon Boat Festival closure arrangement is here! Hong Kong stocks are closed for one day on June 14th
6月14日(周一)休市,6月15日(周二)起照常开市。美股、英股、新加坡股市照常交易。端午节,又称端阳节、龙舟节、天中节等,源于自然天象崇拜,由上古时代祭龙演变而来。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽,后来人们亦将端午节作为纪念屈原的节日;也有纪念伍子胥、曹娥及介子推等说法。总的来说,端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪,注入夏季时令“祛病防疫"风尚。
Reminder: The Dragon Boat Festival closure arrangement is here! Hong Kong stocks are closed for one day on June 14th
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铭铭1
铭铭1
·
2021-06-10
Taiduole
10 times big bull stocks were reported by well-known big V, and 400 billion liquor upstarts were also questioned
A股“不死鸟”的不利消息这两天突然多了起来! 6月9日晚间,知名大V、因茅台而出名的投资人董宝珍突然在其微博上宣布:我就舍得酒业股票可能被非法操纵向证监会进行举报,并请求就此进行调查。他还提出了该股可
10 times big bull stocks were reported by well-known big V, and 400 billion liquor upstarts were also questioned
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铭铭1
铭铭1
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2021-06-10
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09:36","market":"sh","language":"zh","title":"The winning rate of Times Angel is 1.5%, and the subscription of 750 lots is stable","url":"https://stock-news.laohu8.com/highlight/detail?id=1112473662","media":"老虎资讯综合","summary":"6月15日消息,本周二时代天使发布公告,公司发行1682.96万股股份,每股定价173港元,每手200股,预期将于6月16日上市。\n公开发售阶段时代天使获2079.16倍认购,分配至公开发售的发售股份","content":"<p>June 15th news, this Tuesday<a href=\"https://laohu8.com/S/06699\">Angel of the Times</a>According to the announcement, the company issued 16,829,600 shares at a price of HK$ 173 per share and 200 shares per lot, which is expected to be listed on June 16th.</p><p>Times Angel was subscribed 2079.16 times during the Public Offer Stage and the final number of Offer Shares allocated to the Public Offer was 8,414,800 Shares, representing 50% of the total Offer Shares (before any Over-allotment Option is exercised). A total of 792,388 valid applications were received, with a successful rate of 1.5%, and 750 lots were successfully subscribed.</p><p>In addition, the International Offering was significantly over-subscribed and the final number of Offer Shares was 8,414,800 (excluding the Over-allocated Shares), representing 50% of the total number of Offer Shares. The relevant data of Tiger Information are as follows:<img src=\"https://static.tigerbbs.com/59668ed8a0d3f43ea5d4bac2319b2d55\" tg-width=\"701\" tg-height=\"589\" referrerpolicy=\"no-referrer\"><b>Subscription ladder:</b></p><p>Each lot of 200 shares, the entrance fee is HK$34948.66. The winning rate of the first lot is 1.5%, and the subscription of 750 lots is stable.</p><p>The threshold of Group B is 30,000 shares, and the funds required for subscription are about HK$ 5,242,299.63.<img src=\"https://static.tigerbbs.com/ba283b41439eead634c95e73e52b3b68\" tg-width=\"1110\" tg-height=\"808\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/6251941867d64b573d06a4dc4f827636\" tg-width=\"573\" tg-height=\"700\" referrerpolicy=\"no-referrer\"></p><p>It is reported that the company is the leading provider of invisible orthotic solutions in China. According to the CIC Report, the invisible orthotic solutions market in China is highly concentrated, with the top two market players accounting for a total market share of 82.4% based on cases reached in 2020. 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A total of 792,388 valid applications were received, with a successful rate of 1.5%, and 750 lots were successfully subscribed.</p><p>In addition, the International Offering was significantly over-subscribed and the final number of Offer Shares was 8,414,800 (excluding the Over-allocated Shares), representing 50% of the total number of Offer Shares. The relevant data of Tiger Information are as follows:<img src=\"https://static.tigerbbs.com/59668ed8a0d3f43ea5d4bac2319b2d55\" tg-width=\"701\" tg-height=\"589\" referrerpolicy=\"no-referrer\"><b>Subscription ladder:</b></p><p>Each lot of 200 shares, the entrance fee is HK$34948.66. The winning rate of the first lot is 1.5%, and the subscription of 750 lots is stable.</p><p>The threshold of Group B is 30,000 shares, and the funds required for subscription are about HK$ 5,242,299.63.<img src=\"https://static.tigerbbs.com/ba283b41439eead634c95e73e52b3b68\" tg-width=\"1110\" tg-height=\"808\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/6251941867d64b573d06a4dc4f827636\" tg-width=\"573\" tg-height=\"700\" referrerpolicy=\"no-referrer\"></p><p>It is reported that the company is the leading provider of invisible orthotic solutions in China. According to the CIC Report, the invisible orthotic solutions market in China is highly concentrated, with the top two market players accounting for a total market share of 82.4% based on cases reached in 2020. According to the same information, the company's market share in the same year was approximately 41.0%.</p><p>During the Track Record Period, the number of dental practitioners served by the Company increased from approximately 11,500 in 2018 to approximately 15,800 in 2019 and further to 19,900 in 2020. The number of closed cases of the Company increased from approximately 77,700 in 2018 to approximately 120,100 in 2019 and further to 137,600 in 2020.</p><p>In terms of financial position, the Company's revenue was RMB488 million, RMB646 million and RMB817 million in 2018, 2019 and 2020, respectively, representing a CAGR of 29.26% from 2018 to 2020. Net profits were 58.2 million yuan, 67.7 million yuan and 151 million yuan respectively, with a compound growth rate of 61.07% from 2018 to 2020; Adjusted EBITDA (non-IFRS measure) for the same period was RMB129 million, RMB175 million and RMB297 million, respectively.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/22fb0a544aa253b668379d9f58bbe5a9","relate_stocks":{"06699":"时代天使"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112473662","content_text":"6月15日消息,本周二时代天使发布公告,公司发行1682.96万股股份,每股定价173港元,每手200股,预期将于6月16日上市。\n公开发售阶段时代天使获2079.16倍认购,分配至公开发售的发售股份最终数目为841.48万股,占发售股份总数的50%(任何超额配股权获行使前)。合共接获792388份有效申请,一手中签率1.5%,认购750手稳中一手。\n此外,国际发售获大幅超额认购,发售股份最终数目为841.48万股(不包括超额分配股份),相当于发售股份总数的50%。老虎资讯整理相关数据如下表:申购阶梯:\n每手200股,入场费34948.66港元。一手中签率1.5%,认购750手稳中一手。\n乙组门槛为3万股,申购所需资金约5242299.63港元。\n据悉,公司是中国领先的隐形矫治解决方案提供商。根据灼识咨询报告,中国的隐形矫治解决方案市场高度集中,按2020年的达成案例计量,前两大市场参与者的市场占有率总计为82.4%。据同一份资料显示,公司于同年的市场份额为约41.0%。\n于业绩纪录期,公司服务的牙科医生人数由2018年的约1.15万名增至2019年的约1.58万名,并进一步增至2020年的1.99万名。公司的达成案例由2018年的约7.77万个增至2019年的约12.01万个,并进一步增至2020年的13.76万个。\n财务状况方面,于2018年、2019年及2020年,公司的收入分别为人民币4.88亿元、6.46亿元及8.17亿元,2018~2020年的复合增长率达29.26%;净利润分别为5820万元、6770万元及1.51亿元,2018~2020年的复合增长率达61.07%;同期经调整EBITDA(非国际财务报告准则计量)分别为1.29亿元、1.75亿元及2.97亿元。","news_type":1,"symbols_score_info":{"06699":0.9}},"isVote":1,"tweetType":1,"viewCount":1787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186800280,"gmtCreate":1623481788840,"gmtModify":1704204861152,"author":{"id":"3550302189388297","authorId":"3550302189388297","name":"铭铭1","avatar":"https://static.tigerbbs.com/2ffa87210074c52890dd2aa1511b1087","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550302189388297","authorIdStr":"3550302189388297"},"themes":[],"htmlText":"Niubi ","listText":"Niubi ","text":"Niubi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186800280","repostId":"1198867275","repostType":4,"isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181124953,"gmtCreate":1623379777272,"gmtModify":1704202096058,"author":{"id":"3550302189388297","authorId":"3550302189388297","name":"铭铭1","avatar":"https://static.tigerbbs.com/2ffa87210074c52890dd2aa1511b1087","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550302189388297","authorIdStr":"3550302189388297"},"themes":[],"htmlText":"Can not earn money. ","listText":"Can not earn money. ","text":"Can not earn money.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181124953","repostId":"1105134625","repostType":4,"repost":{"id":"1105134625","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623140058,"share":"https://ttm.financial/m/news/1105134625?lang=en_US&edition=fundamental","pubTime":"2021-06-08 16:14","market":"us","language":"zh","title":"Reminder: The Dragon Boat Festival closure arrangement is here! Hong Kong stocks are closed for one day on June 14th","url":"https://stock-news.laohu8.com/highlight/detail?id=1105134625","media":"老虎资讯综合","summary":"6月14日(周一)休市,6月15日(周二)起照常开市。美股、英股、新加坡股市照常交易。端午节,又称端阳节、龙舟节、天中节等,源于自然天象崇拜,由上古时代祭龙演变而来。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽,后来人们亦将端午节作为纪念屈原的节日;也有纪念伍子胥、曹娥及介子推等说法。总的来说,端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪,注入夏季时令“祛病防疫\"风尚。","content":"<p>Close to the traditional Chinese festival Dragon Boat Festival holiday, the closure arrangements of major markets are as follows:<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A shares:</b></p><p>The market will be closed on Monday, June 14th, and will open as usual from Tuesday, June 15th.</p><p><b>Hong Kong stocks:</b></p><p>The market will be closed on Monday, June 14th, and will open as usual from Tuesday, June 15th.</p><p><b>Australian stocks:</b></p><p>The market is closed on Monday, June 14 for Queen's Birthday and will open as usual from Tuesday, June 15.</p><p><b>US stocks, UK stocks and Singapore stocks traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Service will not be available on Monday, June 14 and will be open as usual from Tuesday, June 15.</p><p><b>Hong Kong Stock Connect:</b></p><p>Service will not be available on Monday, June 14 and will be open as usual from Tuesday, June 15.</p><p><b>Background Introduction:</b></p><p>Dragon Boat Festival, also known as Duanyang Festival, Dragon Boat Festival, Tianzhong Festival, etc., originated from the worship of natural celestial phenomena and evolved from dragon sacrifice in ancient times. During the Dragon Boat Festival in mid-summer, Canglong Qisu soared into the middle of the south, in the most \"middle\" position of the whole year, that is, the fifth line of the Book of Changes Qian Gua said: \"Flying dragon is in the sky\". Its origin covers ancient astrological culture, humanistic philosophy and other aspects of content, contains profound and rich cultural connotation, in the inheritance and development of a variety of folk customs as one, festival and custom content is rich. Dragon boat and rice dumplings are the two major rituals of the Dragon Boat Festival, which have been passed down in China since ancient times.</p><p>The Dragon Boat Festival was originally a festival founded by ancient ancestors to worship Dragon Ancestor and pray for blessings and ward off evil spirits. It is said that Qu Yuan, a poet of Chu State during the Warring States Period, committed suicide by jumping through the Miluo River on May 5th, and later people also took the Dragon Boat Festival as a festival to commemorate Qu Yuan; There are also sayings in memory of Wu Zixu, Cao E and Jie Zitui. Generally speaking, the Dragon Boat Festival originated from the ancient ancestors choosing the auspicious day of \"flying dragons in the sky\" to worship the dragon ancestors, pray for blessings and ward off evil spirits, and inject the fashion of \"treating diseases and preventing epidemics\" in summer.<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: The Dragon Boat Festival closure arrangement is here! Hong Kong stocks are closed for one day on June 14th</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: The Dragon Boat Festival closure arrangement is here! Hong Kong stocks are closed for one day on June 14th\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-08 16:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Close to the traditional Chinese festival Dragon Boat Festival holiday, the closure arrangements of major markets are as follows:<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A shares:</b></p><p>The market will be closed on Monday, June 14th, and will open as usual from Tuesday, June 15th.</p><p><b>Hong Kong stocks:</b></p><p>The market will be closed on Monday, June 14th, and will open as usual from Tuesday, June 15th.</p><p><b>Australian stocks:</b></p><p>The market is closed on Monday, June 14 for Queen's Birthday and will open as usual from Tuesday, June 15.</p><p><b>US stocks, UK stocks and Singapore stocks traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Service will not be available on Monday, June 14 and will be open as usual from Tuesday, June 15.</p><p><b>Hong Kong Stock Connect:</b></p><p>Service will not be available on Monday, June 14 and will be open as usual from Tuesday, June 15.</p><p><b>Background Introduction:</b></p><p>Dragon Boat Festival, also known as Duanyang Festival, Dragon Boat Festival, Tianzhong Festival, etc., originated from the worship of natural celestial phenomena and evolved from dragon sacrifice in ancient times. During the Dragon Boat Festival in mid-summer, Canglong Qisu soared into the middle of the south, in the most \"middle\" position of the whole year, that is, the fifth line of the Book of Changes Qian Gua said: \"Flying dragon is in the sky\". Its origin covers ancient astrological culture, humanistic philosophy and other aspects of content, contains profound and rich cultural connotation, in the inheritance and development of a variety of folk customs as one, festival and custom content is rich. Dragon boat and rice dumplings are the two major rituals of the Dragon Boat Festival, which have been passed down in China since ancient times.</p><p>The Dragon Boat Festival was originally a festival founded by ancient ancestors to worship Dragon Ancestor and pray for blessings and ward off evil spirits. It is said that Qu Yuan, a poet of Chu State during the Warring States Period, committed suicide by jumping through the Miluo River on May 5th, and later people also took the Dragon Boat Festival as a festival to commemorate Qu Yuan; There are also sayings in memory of Wu Zixu, Cao E and Jie Zitui. Generally speaking, the Dragon Boat Festival originated from the ancient ancestors choosing the auspicious day of \"flying dragons in the sky\" to worship the dragon ancestors, pray for blessings and ward off evil spirits, and inject the fashion of \"treating diseases and preventing epidemics\" in summer.<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105134625","content_text":"临近中国传统节日端午节假期,各主要市场休市安排如下:A股:6月14日(周一)休市,6月15日(周二)起照常开市。港股:6月14日(周一)休市,6月15日(周二)起照常开市。澳股:6月14日(周一)因 Queen's Birthday 休市,6月15日(周二)起照常开市。美股、英股、新加坡股市照常交易。沪股通、深股通:6月14日(周一)不提供服务,6月15日(周二)起照常开通。港股通:6月14日(周一)不提供服务,6月15日(周二)起照常开通。背景介绍:端午节,又称端阳节、龙舟节、天中节等,源于自然天象崇拜,由上古时代祭龙演变而来。仲夏端午,苍龙七宿飞升于正南中天,处于全年最“正中”之位,即如《易经·乾卦》第五爻的爻辞曰:“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容,蕴含着深邃丰厚的文化内涵,在传承发展中杂糅了多种民俗为一体,节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗,这两大礼俗在中国自古传承,至今不辍。端午节,本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽,后来人们亦将端午节作为纪念屈原的节日;也有纪念伍子胥、曹娥及介子推等说法。总的来说,端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪,注入夏季时令“祛病防疫\"风尚。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183968563,"gmtCreate":1623301071852,"gmtModify":1704200425501,"author":{"id":"3550302189388297","authorId":"3550302189388297","name":"铭铭1","avatar":"https://static.tigerbbs.com/2ffa87210074c52890dd2aa1511b1087","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550302189388297","authorIdStr":"3550302189388297"},"themes":[],"htmlText":"Taiduole","listText":"Taiduole","text":"Taiduole","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183968563","repostId":"1106333968","repostType":4,"repost":{"id":"1106333968","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1623300170,"share":"https://ttm.financial/m/news/1106333968?lang=en_US&edition=fundamental","pubTime":"2021-06-10 12:42","market":"sh","language":"zh","title":"10 times big bull stocks were reported by well-known big V, and 400 billion liquor upstarts were also questioned","url":"https://stock-news.laohu8.com/highlight/detail?id=1106333968","media":"券商中国","summary":"A股“不死鸟”的不利消息这两天突然多了起来!\n6月9日晚间,知名大V、因茅台而出名的投资人董宝珍突然在其微博上宣布:我就舍得酒业股票可能被非法操纵向证监会进行举报,并请求就此进行调查。他还提出了该股可","content":"<p>The adverse news of A-share \"Phoenix\" has suddenly increased in the past two days!</p><p>On the evening of June 9th, Dong Baozhen, a well-known big V and an investor famous for Maotai, suddenly announced on her Weibo: I am willing to report the possibility of illegal manipulation of liquor stocks to the CSRC, and request an investigation. He also presented the logical basis and request for investigation that the Unit may have been illegally manipulated.</p><p><img src=\"https://static.tigerbbs.com/c193643c3b30233851fcbf8432f623fb\" tg-width=\"1080\" tg-height=\"991\" referrerpolicy=\"no-referrer\"></p><p>Today, Shede Liquor Industry said that the company has paid attention to the report by Dong Baozhen and is currently understanding it further. Whether the company asked Dong Baozhen himself to know the situation was not disclosed by the wine industry. On the same day, Dong Baozhen said, \"At present, except friends in the media industry who actively contact me quickly, no other subject contacts me.\"</p><p>Regarding reporting the suspected stock price manipulation of Sheshe Liquor Industry, Dong Baozhen revealed to Shell Finance that there is sufficient evidence that Sheshe's stock price may be manipulated. Dong Baozhen said that he provided complete and rigorous evidence in the report letter, proving that it was necessary for Shede Liquor Industry to investigate whether its stock price was illegally manipulated. However, many people mistakenly thought that the evidence was insufficient because there was no physical evidence in the report letter. For this reason, I once again pointed out that my report letter provided a logical correct proof that even exceeded the physical evidence without physical evidence, and my logical evidence was extremely sufficient and comprehensive.</p><p>Not long ago, he also questioned the channel of Shanxi Fenjiu with a market value of more than 400 billion yuan. He posted two Weibo posts involving Shanxi Fenjiu, one of which was accompanied by a video and the other was accompanied by a manuscript entitled \"Shanxi Fenjiu Channel Doubts: Dong Baozhen's Suzhou Investigation of Fenjiu Store Three Stores, Two Have Been Transferred\". He believes that the sales of Shanxi Fenjiu in these areas are not as good as expected.</p><p>In the last two trading days, liquor stocks, known as A-share \"Phoenix\", have been continuously adjusted. However, some stocks rebounded strongly on Wednesday, but Shede Liquor Industry, which has risen nearly ten times in the past year, still fell by more than 5% to close; At the close of noon today, the wine industry plunged by more than 7%. Dong Baozhen suddenly pointed to these two liquor stocks with a very strong rally. How big will the impact be? When will the adjustment of liquor stocks end?</p><p><img src=\"https://static.tigerbbs.com/2fe3f41226bc6a174046ade1ed73760e\" tg-width=\"840\" tg-height=\"470\"></p><p><b>Dong Baozhen's report is willing to be manipulated</b></p><p>On the evening of June 9th, Dong Baozhen, a well-known big V, released Weibo. He reported the stock that had risen nearly ten times in the past year, and there were still 53,000 investors in the quarterly report. He said: \"I am willing to report to the Securities Regulatory Commission that liquor stocks may be illegally manipulated.\"</p><p>According to the report letter, on May 21st, the CSRC released information: the CSRC and the public security organs jointly seized the crime of Jiamei packaging manipulation and arrested the criminals. According to a further report by CCTV Finance on May 21st, the change of Jiamei Packaging's share price attracted the attention of the Economic Investigation Corps of Liaoning Provincial Public Security Department. Since then, the inspection department of China Securities Regulatory Commission has started a law enforcement cooperation mechanism with public security organs to coordinate clue analysis, investigation and evidence collection.</p><p>Dong Baozhen said that according to CCTV's half-hour economic report, the reason why the CSRC and the public security organs started the investigation was that the regulatory agencies found that the trend of Jiamei Packaging was abnormal. On September 9, 2020, the stock price staged a \"sky and floor\" in just a few minutes, and then plummeted all the way, while the stock price almost doubled quickly before!</p><p>The letter suggested that please pay special attention to the fact that this crime of stock price manipulation was filed without a whistleblower and a reporter, but the regulatory authorities began to file a case for investigation based on the abnormal characteristics of stock price trend and suspected that there was a crime of manipulation. This is a common practice of global financial supervision! There is a trend of manipulation. Once this trend appears, it may be manipulation. It is precisely because Jiamei Packaging went out of the manipulation trend that the public security organs started an investigation!</p><p>Dong Baozhen said that the general rule is: \"If there is an operational crime in the stock price of the capital market, its trend will have obvious characteristics. The trend of Jiamei packaging is the inevitable trend left by the common manipulative crime, and the manipulative crime is generally the same in the stock price trend! Therefore, we can observe the trend of the stock price and find the manipulative crime. Logically, most of the manipulative crimes will leave behind similar trends of Jiamei packaging, and there may often be operational crimes when we go out of the like-Jiamei packaging trend. Stocks in the capital market with similar trends to Jiamei Packaging may have manipulation crimes! \"</p><p><b>Shanxi Fenjiu was also questioned by him</b></p><p>Shortly after the above-mentioned Weibo was released, Dong Baozhen also released his research results on \"the business situation of Fenjiu dealers in Suzhou urban area\", accompanied by a research video.</p><p><img src=\"https://static.tigerbbs.com/6b5838ced89176ae123090500190020f\" tg-width=\"526\" tg-height=\"673\" referrerpolicy=\"no-referrer\"></p><p>He said that recently, he and his colleagues went to see several specialty stores of liquor, including Fenjiu. When on a business trip in Suzhou, he searched for Fenjiu specialty stores and flagship stores from Baidu map, and finally found three in Suzhou city. One of the specialty stores had been closed, and the building was empty, and the address had become a pharmacy. The address of this one, which had been closed and turned into a pharmacy, was No.6-110, Dengwei Road, Huqiu District, Suzhou. Then, I rushed to a flagship store of Shanxi Fenjiu in Suzhou. The map address of this flagship store is No.1156 Xinghu Street, Suzhou Industrial Park. This flagship store has been unable to operate after two years of operation, and was forced to close and transfer to a new taker, who operated other liquors. In the inner city of Suzhou (excluding the peripheral urban areas such as Zhangjiagang), two of the Fenjiu dealer stores were closed and one transferred, and these are the only stores in the inner city of Suzhou shown on the map.</p><p>In addition, Dong Baozhen's investigation of Fenjiu flagship store in Hangzhou found that its sales have not increased in the past three years, and this year it has declined by 30% compared with last year, due to the price increase of Fenjiu. \"I just came out of the flagship store of Fenjiu on Qingchun Road in Hangzhou. The boss reported that the business was very bad. This year, it has declined by 30% compared with last year. The reason for the decline is the price increase of Fenjiu. The boss has been making Fenjiu for retail in 19 years, and the sales volume has not increased in the past three years. Fenjiu has more discounts for dealers before the Spring Festival, and the discounts for purchasing after the Spring Festival have been cancelled. The overall sales in the off-season are much worse than last year, and we haven't bought them for the time being \".</p><p>He said that the general distributor in Hangzhou was not clear about the channel sales and terminal sales. \"Now that we came to Hangzhou, the general distributor of Fenjiu provided the following information. The whole Fensha in Hangzhou went out from him, and the overall sales growth was not particularly high. We asked him how the terminal sales were, and he said that he didn't know. He was only responsible for sending goods to the channel, and he didn't know the channel sales. He suggested that we ask the terminal store, but the terminal didn't sell to consumers, which was unclear at present.\"</p><p><b>What's the truth?</b></p><p>It can be said that Dong Baozhen is famous for Maotai, and his private equity fund has been heavily positioned in Kweichow Maotai for a long time. He once streaked naked because of Maotai, and he also made a fortune because of Maotai. At the beginning of 2018, he published a public article \"Dong Baozhen: Bearish Bank Stocks is a Big Mistake\", saying that when people thought that Maotai would fall into a long-term recession due to anti-corruption, you found that market participants' views were wrong through investigation and independent thinking, and quickly captured such a once-in-a-lifetime investment opportunity in the opposite direction. Dong Baozhen believes that it is a major epidemic mistake to be bearish on China and then bearish on bank stocks on a global scale. Bank stocks have been greatly mispriced, and the valuation repair of bank stocks will eventually come.</p><p>Then, does his sudden report and questioning of two liquor stocks this time mean that he is right again? Judging from the report of the Brokerage Research Institute, it still seems optimistic about liquor.</p><p>CITIC Jiantou said that the current demand for high-end wine is stable, with a performance growth of about 20% and a 21-year valuation of 50-55X, which is more reasonable. Due to the high-end performance flexibility, the valuation is generally high. Fenjiu, Shede and Jiugui Liquor are valued above 80X in 21 years, while real estate wine Yanghe and Jinshiyuan are valued at 40X, which has a certain cost performance ratio in comparison. We recommend high-end liquors Maotai, Wuliangye and Luzhou Old Cellar, as well as Shanxi Fenjiu, Yanghe shares and Gujing Gongjiu, which are sub-high-end liquors with greater flexibility, and pay attention to the second-line targets with strong flexibility, Shuijingfang and Shede Liquor Industry.</p><p>Huaan Securities believes that the growth of wine industry comes from the three logics of industry dividend, reform power and old wine market. After Fosun settles in, it is expected to manage and empower Shede, and Shede is also expected to rely on Fosun's resources to accelerate the cultivation of consumers in the core circle; In addition, based on the industry background of the continuous and rapid expansion of China's old wine market, the 120,000 tons of jar-stored old wine of Shede Wine Industry has the advantages of scale and quality, and the rapid growth of the company's old wine series products can be expected.</p><p>In addition, is the situation of Shanxi Fenjiu really as Dong Baozhen said? The conclusion of brokerage firms is also different. According to the in-depth report of Zheshang Securities, the CAGR of Shanxi Fenjiu's sales revenue outside the province will reach 42.45% from 2016 to 2020, far exceeding the expansion speed in the province. At the same time, the revenue outside the province will account for 56.1%. The company's nationalization strategy has begun to achieve results, and there are two major points to watch in the future development outside the province:</p><p>First, the circle of Shanxi market: the overall market space of the circle of Shanxi plate is about 180 billion yuan, and the market share of Fenjiu is less than 3%. With the upgrading of product structure led by Qinghuafen, the further sinking of channels, and the upgrading of product structure to promote the release of performance, the circle of Shanxi plate still has great development potential.</p><p>Second, the southern market: the market space in the area south of the Yangtze River is large and the consumer price is high. Previously, the foundation of Fenjiu was relatively weak. With the southern market becoming the company's next focus to build a market, and the goal of three-year average growth rate exceeding 50% is put forward, the future performance of markets outside the province may exceed expectations.</p><p><b>At present, the biggest concern about liquor may not be the market, but the policy. Specifically, the consumption tax. Zhongtai Securities said that the transfer of liquor consumption tax collection link may cause great changes in the industry. If the tax is completely borne by consumers, consumers will buy high-grade wine, which will bring a significant increase in tax burden; If the terminal consumer price is kept unchanged while the ex-factory price at the production end is kept unchanged, the income of distributors will be obviously squeezed, especially the pressure of mid-to-high-end liquor distributors is greater; If the terminal consumer price is kept unchanged, the winery will bring an increase in revenue at the production end by cancelling distributors, especially the revenue at the production end of high-end wine.</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>10 times big bull stocks were reported by well-known big V, and 400 billion liquor upstarts were also questioned</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\">\n10 times big bull stocks were reported by well-known big V, and 400 billion liquor upstarts were also questioned\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2021-06-10 12:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The adverse news of A-share \"Phoenix\" has suddenly increased in the past two days!</p><p>On the evening of June 9th, Dong Baozhen, a well-known big V and an investor famous for Maotai, suddenly announced on her Weibo: I am willing to report the possibility of illegal manipulation of liquor stocks to the CSRC, and request an investigation. He also presented the logical basis and request for investigation that the Unit may have been illegally manipulated.</p><p><img src=\"https://static.tigerbbs.com/c193643c3b30233851fcbf8432f623fb\" tg-width=\"1080\" tg-height=\"991\" referrerpolicy=\"no-referrer\"></p><p>Today, Shede Liquor Industry said that the company has paid attention to the report by Dong Baozhen and is currently understanding it further. Whether the company asked Dong Baozhen himself to know the situation was not disclosed by the wine industry. On the same day, Dong Baozhen said, \"At present, except friends in the media industry who actively contact me quickly, no other subject contacts me.\"</p><p>Regarding reporting the suspected stock price manipulation of Sheshe Liquor Industry, Dong Baozhen revealed to Shell Finance that there is sufficient evidence that Sheshe's stock price may be manipulated. Dong Baozhen said that he provided complete and rigorous evidence in the report letter, proving that it was necessary for Shede Liquor Industry to investigate whether its stock price was illegally manipulated. However, many people mistakenly thought that the evidence was insufficient because there was no physical evidence in the report letter. For this reason, I once again pointed out that my report letter provided a logical correct proof that even exceeded the physical evidence without physical evidence, and my logical evidence was extremely sufficient and comprehensive.</p><p>Not long ago, he also questioned the channel of Shanxi Fenjiu with a market value of more than 400 billion yuan. He posted two Weibo posts involving Shanxi Fenjiu, one of which was accompanied by a video and the other was accompanied by a manuscript entitled \"Shanxi Fenjiu Channel Doubts: Dong Baozhen's Suzhou Investigation of Fenjiu Store Three Stores, Two Have Been Transferred\". He believes that the sales of Shanxi Fenjiu in these areas are not as good as expected.</p><p>In the last two trading days, liquor stocks, known as A-share \"Phoenix\", have been continuously adjusted. However, some stocks rebounded strongly on Wednesday, but Shede Liquor Industry, which has risen nearly ten times in the past year, still fell by more than 5% to close; At the close of noon today, the wine industry plunged by more than 7%. Dong Baozhen suddenly pointed to these two liquor stocks with a very strong rally. How big will the impact be? When will the adjustment of liquor stocks end?</p><p><img src=\"https://static.tigerbbs.com/2fe3f41226bc6a174046ade1ed73760e\" tg-width=\"840\" tg-height=\"470\"></p><p><b>Dong Baozhen's report is willing to be manipulated</b></p><p>On the evening of June 9th, Dong Baozhen, a well-known big V, released Weibo. He reported the stock that had risen nearly ten times in the past year, and there were still 53,000 investors in the quarterly report. He said: \"I am willing to report to the Securities Regulatory Commission that liquor stocks may be illegally manipulated.\"</p><p>According to the report letter, on May 21st, the CSRC released information: the CSRC and the public security organs jointly seized the crime of Jiamei packaging manipulation and arrested the criminals. According to a further report by CCTV Finance on May 21st, the change of Jiamei Packaging's share price attracted the attention of the Economic Investigation Corps of Liaoning Provincial Public Security Department. Since then, the inspection department of China Securities Regulatory Commission has started a law enforcement cooperation mechanism with public security organs to coordinate clue analysis, investigation and evidence collection.</p><p>Dong Baozhen said that according to CCTV's half-hour economic report, the reason why the CSRC and the public security organs started the investigation was that the regulatory agencies found that the trend of Jiamei Packaging was abnormal. On September 9, 2020, the stock price staged a \"sky and floor\" in just a few minutes, and then plummeted all the way, while the stock price almost doubled quickly before!</p><p>The letter suggested that please pay special attention to the fact that this crime of stock price manipulation was filed without a whistleblower and a reporter, but the regulatory authorities began to file a case for investigation based on the abnormal characteristics of stock price trend and suspected that there was a crime of manipulation. This is a common practice of global financial supervision! There is a trend of manipulation. Once this trend appears, it may be manipulation. It is precisely because Jiamei Packaging went out of the manipulation trend that the public security organs started an investigation!</p><p>Dong Baozhen said that the general rule is: \"If there is an operational crime in the stock price of the capital market, its trend will have obvious characteristics. The trend of Jiamei packaging is the inevitable trend left by the common manipulative crime, and the manipulative crime is generally the same in the stock price trend! Therefore, we can observe the trend of the stock price and find the manipulative crime. Logically, most of the manipulative crimes will leave behind similar trends of Jiamei packaging, and there may often be operational crimes when we go out of the like-Jiamei packaging trend. Stocks in the capital market with similar trends to Jiamei Packaging may have manipulation crimes! \"</p><p><b>Shanxi Fenjiu was also questioned by him</b></p><p>Shortly after the above-mentioned Weibo was released, Dong Baozhen also released his research results on \"the business situation of Fenjiu dealers in Suzhou urban area\", accompanied by a research video.</p><p><img src=\"https://static.tigerbbs.com/6b5838ced89176ae123090500190020f\" tg-width=\"526\" tg-height=\"673\" referrerpolicy=\"no-referrer\"></p><p>He said that recently, he and his colleagues went to see several specialty stores of liquor, including Fenjiu. When on a business trip in Suzhou, he searched for Fenjiu specialty stores and flagship stores from Baidu map, and finally found three in Suzhou city. One of the specialty stores had been closed, and the building was empty, and the address had become a pharmacy. The address of this one, which had been closed and turned into a pharmacy, was No.6-110, Dengwei Road, Huqiu District, Suzhou. Then, I rushed to a flagship store of Shanxi Fenjiu in Suzhou. The map address of this flagship store is No.1156 Xinghu Street, Suzhou Industrial Park. This flagship store has been unable to operate after two years of operation, and was forced to close and transfer to a new taker, who operated other liquors. In the inner city of Suzhou (excluding the peripheral urban areas such as Zhangjiagang), two of the Fenjiu dealer stores were closed and one transferred, and these are the only stores in the inner city of Suzhou shown on the map.</p><p>In addition, Dong Baozhen's investigation of Fenjiu flagship store in Hangzhou found that its sales have not increased in the past three years, and this year it has declined by 30% compared with last year, due to the price increase of Fenjiu. \"I just came out of the flagship store of Fenjiu on Qingchun Road in Hangzhou. The boss reported that the business was very bad. This year, it has declined by 30% compared with last year. The reason for the decline is the price increase of Fenjiu. The boss has been making Fenjiu for retail in 19 years, and the sales volume has not increased in the past three years. Fenjiu has more discounts for dealers before the Spring Festival, and the discounts for purchasing after the Spring Festival have been cancelled. The overall sales in the off-season are much worse than last year, and we haven't bought them for the time being \".</p><p>He said that the general distributor in Hangzhou was not clear about the channel sales and terminal sales. \"Now that we came to Hangzhou, the general distributor of Fenjiu provided the following information. The whole Fensha in Hangzhou went out from him, and the overall sales growth was not particularly high. We asked him how the terminal sales were, and he said that he didn't know. He was only responsible for sending goods to the channel, and he didn't know the channel sales. He suggested that we ask the terminal store, but the terminal didn't sell to consumers, which was unclear at present.\"</p><p><b>What's the truth?</b></p><p>It can be said that Dong Baozhen is famous for Maotai, and his private equity fund has been heavily positioned in Kweichow Maotai for a long time. He once streaked naked because of Maotai, and he also made a fortune because of Maotai. At the beginning of 2018, he published a public article \"Dong Baozhen: Bearish Bank Stocks is a Big Mistake\", saying that when people thought that Maotai would fall into a long-term recession due to anti-corruption, you found that market participants' views were wrong through investigation and independent thinking, and quickly captured such a once-in-a-lifetime investment opportunity in the opposite direction. Dong Baozhen believes that it is a major epidemic mistake to be bearish on China and then bearish on bank stocks on a global scale. Bank stocks have been greatly mispriced, and the valuation repair of bank stocks will eventually come.</p><p>Then, does his sudden report and questioning of two liquor stocks this time mean that he is right again? Judging from the report of the Brokerage Research Institute, it still seems optimistic about liquor.</p><p>CITIC Jiantou said that the current demand for high-end wine is stable, with a performance growth of about 20% and a 21-year valuation of 50-55X, which is more reasonable. Due to the high-end performance flexibility, the valuation is generally high. Fenjiu, Shede and Jiugui Liquor are valued above 80X in 21 years, while real estate wine Yanghe and Jinshiyuan are valued at 40X, which has a certain cost performance ratio in comparison. We recommend high-end liquors Maotai, Wuliangye and Luzhou Old Cellar, as well as Shanxi Fenjiu, Yanghe shares and Gujing Gongjiu, which are sub-high-end liquors with greater flexibility, and pay attention to the second-line targets with strong flexibility, Shuijingfang and Shede Liquor Industry.</p><p>Huaan Securities believes that the growth of wine industry comes from the three logics of industry dividend, reform power and old wine market. After Fosun settles in, it is expected to manage and empower Shede, and Shede is also expected to rely on Fosun's resources to accelerate the cultivation of consumers in the core circle; In addition, based on the industry background of the continuous and rapid expansion of China's old wine market, the 120,000 tons of jar-stored old wine of Shede Wine Industry has the advantages of scale and quality, and the rapid growth of the company's old wine series products can be expected.</p><p>In addition, is the situation of Shanxi Fenjiu really as Dong Baozhen said? The conclusion of brokerage firms is also different. According to the in-depth report of Zheshang Securities, the CAGR of Shanxi Fenjiu's sales revenue outside the province will reach 42.45% from 2016 to 2020, far exceeding the expansion speed in the province. At the same time, the revenue outside the province will account for 56.1%. The company's nationalization strategy has begun to achieve results, and there are two major points to watch in the future development outside the province:</p><p>First, the circle of Shanxi market: the overall market space of the circle of Shanxi plate is about 180 billion yuan, and the market share of Fenjiu is less than 3%. With the upgrading of product structure led by Qinghuafen, the further sinking of channels, and the upgrading of product structure to promote the release of performance, the circle of Shanxi plate still has great development potential.</p><p>Second, the southern market: the market space in the area south of the Yangtze River is large and the consumer price is high. Previously, the foundation of Fenjiu was relatively weak. With the southern market becoming the company's next focus to build a market, and the goal of three-year average growth rate exceeding 50% is put forward, the future performance of markets outside the province may exceed expectations.</p><p><b>At present, the biggest concern about liquor may not be the market, but the policy. Specifically, the consumption tax. Zhongtai Securities said that the transfer of liquor consumption tax collection link may cause great changes in the industry. If the tax is completely borne by consumers, consumers will buy high-grade wine, which will bring a significant increase in tax burden; If the terminal consumer price is kept unchanged while the ex-factory price at the production end is kept unchanged, the income of distributors will be obviously squeezed, especially the pressure of mid-to-high-end liquor distributors is greater; If the terminal consumer price is kept unchanged, the winery will bring an increase in revenue at the production end by cancelling distributors, especially the revenue at the production end of high-end wine.</b></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ec5d40eead843a4c0263461b286f92a0","relate_stocks":{"600702":"舍得酒业","600809":"山西汾酒"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106333968","content_text":"A股“不死鸟”的不利消息这两天突然多了起来!\n6月9日晚间,知名大V、因茅台而出名的投资人董宝珍突然在其微博上宣布:我就舍得酒业股票可能被非法操纵向证监会进行举报,并请求就此进行调查。他还提出了该股可能被非法操纵的逻辑依据和调查请求。\n\n今日,舍得酒业方面表示,关于被董宝珍举报一事公司已经关注到,目前正在进一步了解中。对于公司是否找董宝珍本人了解情况,舍得酒业方面未透露。同日,董宝珍表示:“目前除了媒体界的朋友积极主动快速联系我,没有其他主体联系我。”\n关于举报舍得酒业涉嫌股价操纵一事,董宝珍向贝壳财经透露:舍得股价可能被操纵的证据充足。董宝珍称,在举报信中提供了完整严密的证据,证明舍得酒业已经有必要就其股价是否有人为非法操纵进行调查,但是很多人因为举报信中没有一个实物证据,就误以为证据不充足,为此我再一次指出我的举报信,在没有实物证据的情况下,所提供的逻辑正确证明力甚至超过了实物证据,我的逻辑证据是极端充足全面。\n而就在此前不久,他还对市值超过4000亿的山西汾酒的渠道进行了质疑。他发布了涉及山西汾酒的两条微博,其中一条附有视频,另一条附有一篇题为《山西汾酒渠道疑云:董宝珍苏州调研汾酒专卖店 三家店有两家已转让》的稿件。他认为,山西汾酒在这些地区销售并没有想象的好。\n最近两个交易日,有着A股“不死鸟”之称的白酒股出现了持续调整,但周三部分股票反弹力度较大,但在过去一年上涨近十倍的舍得酒业仍以下跌超5%收报;今日午间收盘,舍得酒业大跌超7%。董宝珍突然指向这两只涨势非常强势的白酒股,影响会有多大?白酒股的调整何时能够结束?\n\n董宝珍举报舍得被操纵\n6月9日晚间,知名大V董宝珍发布微博,他对过去一年涨了将近十倍的股票,一季报仍有5.3万投资者的“舍得酒业”进行了举报。他说:“我就舍得酒业股票可能被非法操纵向证监会进行举报。”\n举报函称,5月21日证监会发布信息:证监会与公安机关联合行动查获嘉美包装操纵犯罪,并将犯罪分子抓捕。据央视财经5月21日进一步报道,嘉美包装股价的异动引起了辽宁省公安厅经侦总队的注意,此后,证监会稽查部门启动与公安机关的执法协作机制,协同开展线索分析和调查取证。\n董宝珍表示,根据央视经济半小时报道,使得证监会和公安机关启动调查的原因,是因为监管机构发现嘉美包装走势不正常,2020年9月9日,短短几分钟股价就上演“天地板”,之后一路暴跌,而在此前股价几乎快速翻倍!\n举办函提出,请特别注意这起操纵股价犯罪得以被立案并没有举报者和报案人,而是监管层根据股价走势特征不正常怀疑有操纵犯罪开始立案侦查,这是全球金融监管的通用做法!有一种走势是操纵走势,一旦出现这种走势就有可能是操纵,嘉美包装正是因为走出了操纵走势,公安机关启动调查!\n董宝珍表示,普遍的规律是:“资本市场的股价如果存在操作犯罪,其走势会有明显特征,嘉美包装的走势正是普遍的操纵犯罪行为留下的必然走势,操纵犯罪在股价走势上一般大体是一样的!因此可以观察股价的走势发现操纵犯罪。在逻辑上操纵犯罪中绝大多数会留下类似嘉美包装走势,走出类嘉美包装走势往往可能存在操作犯罪。资本市场上和嘉美包装走势类似的股票都可能存在操纵犯罪!”\n山西汾酒也被他质疑\n就在上述微博发布不久,董宝珍还发布了他对“汾酒在苏州市区经销商经营状况”的调研结果,并配有调研视频。\n\n他说,近期与同事去看了几家白酒包括汾酒的专卖店,在苏州出差时,从百度地图上搜索汾酒专卖店和旗舰店,最后在苏州城区里一共找到三家,其中一家专卖店已经关张大吉人去楼空,地址上已经变成了一家药店,这家已经关张变成药店的地址是苏州市虎丘区邓尉路6-110号。接着,又赶到山西汾酒在苏州的一家旗舰店,这家旗舰店的地图地址是苏州工业园区星湖街1156号,这家旗舰店已经在经营两年后无法经营,被迫关张转让给了新的接盘者,接盘者经营了其他酒类。在苏州的内城区(不包括张家港这些外围的市区)所调研的汾酒经销商专卖店,两家关张一家转让,而地图上所展现的汾洒在苏州内部城区的专卖店也就这几家。\n此外,董宝珍在杭州的汾酒旗舰店调研中则发现,其过去三年销量没什么增长,今年比去年衰退30%,原因是汾酒涨价。“刚从杭州庆春路上的汾酒旗舰店出来,老板反馈生意非常不好,今年比去年衰退了30%,衰退原因是汾酒涨价。老板19年做汾酒以零售为主,过去三年销量没有什么增长。汾酒春节前给经销商进货有较多的优惠,春节后进货优惠已经取消了。淡季整体销售比去年差很多,暂时也没进货”。\n他表示,杭州总经销商对渠道动销和终端销售情况并不清楚,“现在我们来到杭州,汾酒的总经销提供如下信息,整个杭州的汾洒都是从他这儿出去的,整体销售增长不特别高。我们问他终端销售怎么样,他说他不知道,他只负责向渠道派货,渠道动销他不清楚,建议我们问终端门店,终端卖给消费者没有,目前不清楚”。\n真相究竟如何?\n可以说,董宝珍因为茅台而出名,他私募基金就曾长期重仓贵州茅台,曾因茅台而裸奔,也因茅台而发财。在2018年年初,他曾发表过公开文章《董宝珍:看空银行股是一个大错误》,称当人们都认为茅台因反腐将陷入长期衰退时,你通过调查研究和独立思考,发现市场参与者的看法是错误的,迅速反其道行之捕捉到这样一个千载难逢的投资机会。董宝珍认为,在全球范围内看空中国进而看空银行股是重大的流行性错误,银行股被大幅错误定价,银行股的估值修复终将到来。\n那么,他这次突然举报和质疑两只白酒股,是否意味着他又对了呢?从券商研究所的报告来看,对于白酒似乎仍较为看好。\n中信建投表示,当前高端酒需求稳健,业绩增长在20%左右,21年估值50-55X,较为合理。次高端由于业绩弹性大,估值普遍偏高,汾酒、舍得、酒鬼酒21年估值在80X以上,地产酒洋河、今世缘估值在40X,相比之下具备一定性价比。重点推荐高端酒茅台、五粮液和泸州老窖,以及弹性较大的次高端白酒标的山西汾酒、洋河股份以及古井贡酒,关注强弹性的二线标的,水井坊、舍得酒业。\n华安证券认为,舍得酒业成长性,来自于行业红利、改革动力、及老酒市场三大逻辑。复星入驻后,有望对舍得进行管理赋能,舍得亦有望依托复星系资源加速核心圈层消费者培育;此外基于中国老酒市场规模持续快速扩容的行业大背景,舍得酒业12万吨坛储老酒具备规模与品质优势,公司老酒系列产品形成快速增长可期。\n另外,山西汾酒的情况是否真如董宝珍说的那样?券商的结论也不一样。据浙商证券的深度报告,2016-2020年山西汾酒的省外销售收入CAGR 将达42.45%,远超省内扩张速度,同时省外收入占比达 56.1%,公司的全国化战略已初现成效,未来省外开拓有两大看点:\n一是环山西市场:环山西板块整体市场空间约 1800 亿元,汾酒市占率不足 3%,随着青花汾主导的产品结构升级、渠道进一步下沉,产品结构升级促进业绩释放,环山西板块仍有较大发展潜力。\n二是南方市场:长江以南地区市场空间大、消费价位高,此前汾酒基础较为薄弱,随着南方市场成为公司下一重点打造市场,并提出三年平均增速超50%的目标,未来省外市场表现或超预期。\n目前,对白酒最大的担忧可能并不是市场,而是政策。具体而言就是消费税。中泰证券表示,白酒消费税征收环节的转移,或将引发行业的巨大变化。若税完全由消费者承担,则消费者购买高档酒,会带来税负增加明显;若保持终端消费价格不变,而生产端出厂价格不变的情况下,经销商收入将被挤压明显,尤其是中高档白酒经销商压力更大;若保持终端消费价格不变,酒厂通过取消经销商的方式,将带来生产端收入的增加,尤其是高档酒生产端的收入增加明显。","news_type":1,"symbols_score_info":{"600702":0.9,"600809":0.9}},"isVote":1,"tweetType":1,"viewCount":1986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183968301,"gmtCreate":1623301040603,"gmtModify":1704200426329,"author":{"id":"3550302189388297","authorId":"3550302189388297","name":"铭铭1","avatar":"https://static.tigerbbs.com/2ffa87210074c52890dd2aa1511b1087","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550302189388297","authorIdStr":"3550302189388297"},"themes":[],"htmlText":"Ha","listText":"Ha","text":"Ha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183968301","repostId":"1122936900","repostType":4,"isVote":1,"tweetType":1,"viewCount":2045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}