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NonameDevil

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- NonameDevilNonameDevil
  ·2024-04-29
  $特斯拉(TSLA)$ 250-300
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- NonameDevilNonameDevil
  ·2021-08-17
  $Sesen Bio, Inc.(SESN)$good news up up up
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- NonameDevilNonameDevil
  ·2021-08-17
  $NanoVibronix Inc(NAOV)$can up $4
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- NonameDevilNonameDevil
  ·2021-08-15
  good
  Tiger pre-market comments: How much is the imagination of mRNA vaccine?
  盘前观察美股盘前小涨。（相关阅读：盘前：“美版拼多多”暴跌26%, 图森未来迎来解禁） FDA正式宣布对特定人群打“第三针”——mRNA疫苗的想象空间到底有多大？ 8个小时前，FDA正式宣布对特定
  Tiger pre-market comments: How much is the imagination of mRNA vaccine?
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- NonameDevilNonameDevil
  ·2021-08-13
  good
  Sorry, this post has been deleted
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- NonameDevilNonameDevil
  ·2021-07-16
  up
  Similar to XPeng! Nio is more in line with Hong Kong stock listing standards
  之前小鹏回港上市时也做了类似的调整。今年三月，蔚来和小鹏都被传要回港二次上市。小鹏上月先回香港。蔚来暂无确切消息。不过蔚来最新的董事会人员变动使它逐渐贴合赴港上市规则，市场猜测回港敲钟箭在弦上。
  Similar to XPeng! Nio is more in line with Hong Kong stock listing standards
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$4&nbsp;","text":"$NanoVibronix Inc(NAOV)$can up 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(Related reading:<a href=\"https://laohu8.com/NW/1150378564\" target=\"_blank\">Pre-market: \"American version of Pinduoduo\" plunged 26%, Tucson ushered in lifting the ban</a>）</p><p> <b>FDA Officially Announces \"Third Shot\" for Specific Populations-How Much Is the Imagination for an mRNA Vaccine?</b></p><p>Eight hours ago, the FDA officially announced the third shot of the COVID-19 vaccine (booster) for specific groups of people. The approved vaccines are also two mRNA vaccines, Pfizer-BioNTech and Moderna. People who need a third shot are those with impaired immunity, such as organ transplant patients. For other groups of people, the FDA's statement is that a third shot is not needed for the time being as long as the vaccination is complete.</p><p>There is not much in the FDA statement, but there is a lot of implied meaning.</p><p>1. Acknowledging the need for a third shot, albeit only for certain groups of people, also acknowledges the basic fact that the more vaccines are administered, the stronger the protection the human body can get. At present, all health departments in the world will not publicize this fact because there are multiple considerations behind it. The most direct impact is that it will lead to further imbalance in the global distribution of vaccines. The World Health Organization has repeatedly asked all countries around the globe not to get a \"third shot\" out of consideration for poor countries. Israel, the fastest moving country, has taken the \"third shot\", and the United States is the second country. After the US announcement, other European countries should soon follow suit. Once developed countries begin to enter the \"third shot\" state, there will be even fewer vaccines available for distribution to poor countries.</p><p>2. Start the third shot, which implies that the effect of the vaccine will be weakened. Judging from this statement, the FDA is very reluctant to think in this direction, only saying that people with impaired immune systems need to get a third shot. According to Moderna's article published in Science yesterday, people who have received two shots of the vaccine still have antibodies after 6 months, but from the chart of the article, the number of antibodies is declining (below). So the next question that needs to be answered by the scientific community is, to what extent does the antibody drop to require a third shot?<img src=\"https://static.tigerbbs.com/f4297ea88e203d5b18b5ec320360b47e\" tg-width=\"462\" tg-height=\"170\" width=\"100%\" height=\"auto\">3. The FDA's injection conditions for the \"third shot\" just say that the second shot can be started after 28 days. This attitude reflects that the FDA is very anxious to let specific people get the third shot. The normal third shot of vaccine usually waits until the antibody in the body decreases to a certain degree. For example, the schedule of 3 shots of cervical vaccine is 0 months, 1 month, and 6 months. The FDA's timetable for \"three-shot COVID-19 vaccine time\" is 0 months, 1 month, 2 months, which is very rushed. Fauci's recent speeches suggest that he wants a third shot across the United States, but he doesn't dare to say it too obviously for fear of causing panic.</p><p>4. With the \"third stitch\", will there be \"fourth stitch\" and \"fifth stitch\"? There should be. When we see \"crossing cases\" (that is, we still get sick after being vaccinated), and there are more and more \"crossing cases\", we should know that the COVID-19 vaccine may be something that will accompany human beings for a long time.</p><p>Why is it that some vaccines given to humans are guaranteed for life with one shot (leprosy gills), while others require year-round injections (flu)? According to a 2007 scientific document (Duration of Humoral Immunity to Common</p><p>Viral and Vaccine Antigens), the half-life of Measles antibodies in the body is as high as 3,000 years, and the half-life of Tetanus antibodies is also 11 years. The way to get antibodies is either to get vaccinated or get sick yourself. As for why measles antibodies can persist in the body, but flu antibodies can't? Personally, I don't think the scientific mechanism of this problem is very important, but we can observe</p><p>(1) There are many variations of influenza viruses. We have only heard of 3-4 hepatitis viruses, but flu viruses are updated in real time, so the flu vaccine in the United States is also updated almost every year, and it is currently a quadrivalent flu vaccine.</p><p>(2) Influenza virus can be transmitted not only to people, but also to other animals. With too many hosts, there is more room for transmission, and it is easier for viruses to mutate and cross. The common ones are swine flu and avian flu.</p><p>So when you see this, you will feel that influenza and COVID-19 have an almost complete phenomenon-there are many mutations and many hosts, but COVID-19 is more contagious and harmful.</p><p>So, just how much room is there for mRNA vaccines?</p><p>A few days ago, when mRNA vaccine stocks rose to the sky, BofA analysts immediately published a bearish analysis, thinking that how to calculate it, the valuation of mRNA vaccine companies can't be counted as the current stock price, and there is 75% downward space. In fact, all this looks very familiar, and it once happened to tesla. At that time, countless analysts came out and said, how to calculate (for example, Tesla produced all the cars in the world), Tesla's stock price couldn't support the stock price at that time. Years have passed, and Tesla's share price is getting higher and higher, and none of the countless analysts who shouted short in those days came out to admit their mistakes.</p><p>I don't count the valuation of mRNA vaccine companies and don't recommend their stocks. Let me talk about the best-case scenario for mRNA vaccines.</p><p>1. The COVID-19 vaccine becomes a flu vaccine, with two shots a year.</p><p>2. The COVID-19 vaccine mutates faster, so it is necessary to constantly modify the COVID-19 vaccine. In the future, there will be 4-valent and 5-valent COVID-19 vaccines, etc.</p><p>3. Because of process problems, the production of mRNA vaccines is still controlled by only a few countries and manufacturers.</p><p>So why does mRNA vaccine have an advantage over other COVID-19 vaccines? It is still because the mRNA vaccine is the most popularized COVID-19 vaccine, so the most data is obtained, so the recognition in various approvals and uses will be higher. Just like Tesla, as an electric vehicle, once it has a first-mover advantage, it will get all kinds of data, which will help its development of driverless driving.</p><p>Finally, we must emphasize the risk-humans have successfully developed some specific drug for COVID-19.</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>Tiger pre-market comments: How much is the imagination of mRNA vaccine?</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\">\nTiger pre-market comments: How much is the imagination of mRNA vaccine?\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\">2021-08-13 21:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Pre-market observation</b></p><p>U.S. stocks rose slightly before the market. (Related reading:<a href=\"https://laohu8.com/NW/1150378564\" target=\"_blank\">Pre-market: \"American version of Pinduoduo\" plunged 26%, Tucson ushered in lifting the ban</a>）</p><p> <b>FDA Officially Announces \"Third Shot\" for Specific Populations-How Much Is the Imagination for an mRNA Vaccine?</b></p><p>Eight hours ago, the FDA officially announced the third shot of the COVID-19 vaccine (booster) for specific groups of people. The approved vaccines are also two mRNA vaccines, Pfizer-BioNTech and Moderna. People who need a third shot are those with impaired immunity, such as organ transplant patients. For other groups of people, the FDA's statement is that a third shot is not needed for the time being as long as the vaccination is complete.</p><p>There is not much in the FDA statement, but there is a lot of implied meaning.</p><p>1. Acknowledging the need for a third shot, albeit only for certain groups of people, also acknowledges the basic fact that the more vaccines are administered, the stronger the protection the human body can get. At present, all health departments in the world will not publicize this fact because there are multiple considerations behind it. The most direct impact is that it will lead to further imbalance in the global distribution of vaccines. The World Health Organization has repeatedly asked all countries around the globe not to get a \"third shot\" out of consideration for poor countries. Israel, the fastest moving country, has taken the \"third shot\", and the United States is the second country. After the US announcement, other European countries should soon follow suit. Once developed countries begin to enter the \"third shot\" state, there will be even fewer vaccines available for distribution to poor countries.</p><p>2. Start the third shot, which implies that the effect of the vaccine will be weakened. Judging from this statement, the FDA is very reluctant to think in this direction, only saying that people with impaired immune systems need to get a third shot. According to Moderna's article published in Science yesterday, people who have received two shots of the vaccine still have antibodies after 6 months, but from the chart of the article, the number of antibodies is declining (below). So the next question that needs to be answered by the scientific community is, to what extent does the antibody drop to require a third shot?<img src=\"https://static.tigerbbs.com/f4297ea88e203d5b18b5ec320360b47e\" tg-width=\"462\" tg-height=\"170\" width=\"100%\" height=\"auto\">3. The FDA's injection conditions for the \"third shot\" just say that the second shot can be started after 28 days. This attitude reflects that the FDA is very anxious to let specific people get the third shot. The normal third shot of vaccine usually waits until the antibody in the body decreases to a certain degree. For example, the schedule of 3 shots of cervical vaccine is 0 months, 1 month, and 6 months. The FDA's timetable for \"three-shot COVID-19 vaccine time\" is 0 months, 1 month, 2 months, which is very rushed. Fauci's recent speeches suggest that he wants a third shot across the United States, but he doesn't dare to say it too obviously for fear of causing panic.</p><p>4. With the \"third stitch\", will there be \"fourth stitch\" and \"fifth stitch\"? There should be. When we see \"crossing cases\" (that is, we still get sick after being vaccinated), and there are more and more \"crossing cases\", we should know that the COVID-19 vaccine may be something that will accompany human beings for a long time.</p><p>Why is it that some vaccines given to humans are guaranteed for life with one shot (leprosy gills), while others require year-round injections (flu)? According to a 2007 scientific document (Duration of Humoral Immunity to Common</p><p>Viral and Vaccine Antigens), the half-life of Measles antibodies in the body is as high as 3,000 years, and the half-life of Tetanus antibodies is also 11 years. The way to get antibodies is either to get vaccinated or get sick yourself. As for why measles antibodies can persist in the body, but flu antibodies can't? Personally, I don't think the scientific mechanism of this problem is very important, but we can observe</p><p>(1) There are many variations of influenza viruses. We have only heard of 3-4 hepatitis viruses, but flu viruses are updated in real time, so the flu vaccine in the United States is also updated almost every year, and it is currently a quadrivalent flu vaccine.</p><p>(2) Influenza virus can be transmitted not only to people, but also to other animals. With too many hosts, there is more room for transmission, and it is easier for viruses to mutate and cross. The common ones are swine flu and avian flu.</p><p>So when you see this, you will feel that influenza and COVID-19 have an almost complete phenomenon-there are many mutations and many hosts, but COVID-19 is more contagious and harmful.</p><p>So, just how much room is there for mRNA vaccines?</p><p>A few days ago, when mRNA vaccine stocks rose to the sky, BofA analysts immediately published a bearish analysis, thinking that how to calculate it, the valuation of mRNA vaccine companies can't be counted as the current stock price, and there is 75% downward space. In fact, all this looks very familiar, and it once happened to tesla. At that time, countless analysts came out and said, how to calculate (for example, Tesla produced all the cars in the world), Tesla's stock price couldn't support the stock price at that time. Years have passed, and Tesla's share price is getting higher and higher, and none of the countless analysts who shouted short in those days came out to admit their mistakes.</p><p>I don't count the valuation of mRNA vaccine companies and don't recommend their stocks. Let me talk about the best-case scenario for mRNA vaccines.</p><p>1. The COVID-19 vaccine becomes a flu vaccine, with two shots a year.</p><p>2. The COVID-19 vaccine mutates faster, so it is necessary to constantly modify the COVID-19 vaccine. In the future, there will be 4-valent and 5-valent COVID-19 vaccines, etc.</p><p>3. Because of process problems, the production of mRNA vaccines is still controlled by only a few countries and manufacturers.</p><p>So why does mRNA vaccine have an advantage over other COVID-19 vaccines? It is still because the mRNA vaccine is the most popularized COVID-19 vaccine, so the most data is obtained, so the recognition in various approvals and uses will be higher. Just like Tesla, as an electric vehicle, once it has a first-mover advantage, it will get all kinds of data, which will help its development of driverless driving.</p><p>Finally, we must emphasize the risk-humans have successfully developed some specific drug for COVID-19.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/64a7460642435b6f0a00a215a4385bc5","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114043674","content_text":"盘前观察\n美股盘前小涨。（相关阅读：盘前：“美版拼多多”暴跌26%, 图森未来迎来解禁）\n FDA正式宣布对特定人群打“第三针”——mRNA疫苗的想象空间到底有多大？\n8个小时前，FDA正式宣布对特定人群开打新冠疫苗第三针（booster）。获批的疫苗还是两款mRNA疫苗，Pfizer-BioNTech和Moderna。需要接种第三针的人群是自身免疫力受损的人群，比方说器官移植的病人。对于其他人群，FDA的说法是只要接种完成暂时不需要第三针。\nFDA声明的内容不多，但隐含的意义不少。\n 1，承认需要接种第三针，尽管只是给某些特定人群，也就承认了一个基本事实：疫苗打得越多，人体能够得到的保护就越强。目前全球所有的卫生部门，都不会宣传这个事实，因为这后面有多重考量。最直接的影响，就是会导致全球的疫苗分配进一步不平衡。世界卫生组织一再要求全球所有国家不要打“第三针”，这是出于对贫穷国家的考虑。行动最快的以色列已经开打“第三针”，美国是第二个国家。美国宣布之后，其它欧洲国家应该会很快跟进。发达国家一旦开始进入“第三针”状态，那么能够分给贫穷国家的疫苗就更少了。\n 2，开打第三针，也就暗示了疫苗的效果会减弱。从这次的声明来看，FDA非常不愿意民众朝着这个方向上去思考，只是说免疫系统受损的人需要开打第三针。根据Moderna昨天发表在《科学》上的文章来看，接种过两针疫苗的人群，6个月后依旧有抗体，但从文章的图表来看，抗体的数量在下降（下图）。所以下一个需要科学界回答的问题是，抗体下降到什么程度需要注射第三针？3，FDA对“第三针”的注射条件，只是说第二针28天之后就可以开打，这个态度反映了FDA非常着急让特定人群打第三针。正常的第三针疫苗，一般会等到体内抗体降低到某一个程度的时候开打，比方说3针宫颈疫苗的时间表是0个月，1个月，6个月。FDA的“三针新冠疫苗时间”的时间表是0个月，1个月，2个月，非常急促。从Fauci最近的几次讲话来说，他心中非常希望全美推进第三针，但是又不敢说得太明显害怕造成恐慌。\n 4，有了“第三针”，是不是还会有“第四针”和“第五针”？应该会有。当我们看到“穿越病例”（即打了疫苗后仍旧得病），而且“穿越病例”越来越多的时候，就应该知道新冠疫苗可能是长期伴随人类一生的东西。\n 为什么人类接种的疫苗有的一针保终身（麻风腮），而有的疫苗则需要常年注射（流感）？根据2007年的一篇科学文献（Duration of Humoral Immunity to Common \nViral and Vaccine Antigens）来看，麻疹（Measles）抗体在体内存在的半衰期高达3,000年，破伤风（Tetanus）抗体存在的半衰期，也有11年。获得抗体的办法，要不就是打疫苗要不就是自己得病。至于为何麻疹的抗体可以在体内长存，但流感抗体则不能？我个人觉得这个问题的科学机理并不十分重要，但是我们能够观察到\n （1）流感病毒变异多。我们只听过3-4种肝炎病毒，但是流感病毒是实时更新，所以美国的流感疫苗也几乎是每年都在更新，目前是4价疫苗（quadrivalent flu vaccine）。\n（2）流感病毒不仅会在人传染，还会在其它动物传染。宿主太多，传播空间就更大，病毒的变异和穿越就更容易发生，常见的是猪流感和禽流感。\n 所以看到这里，就会觉得流感和新冠有着几乎完全的现象——变异多、宿主多，只不过新冠的传染性和危害性更强。\n 那么，mRNA疫苗的空间到底有多大？\n 前几天，在mRNA疫苗股票涨到天上的时候，BofA的分析师立刻发表了一篇看空的分析，认为怎么算，mRNA疫苗公司的估值都算不到当下的股价，向下有75%的空间。其实这一切非常眼熟，也曾经发生在tesla身上。当年无数分析师出来说，怎么算（比方说特斯拉把全世界的汽车都生产了），特斯拉的股价都不能支撑当时的股价。多年过去了，特斯拉的股价越来越高，而当年无数喊空的分析师，没有一个出来承认自己的错误。\n 我不算mRNA疫苗公司的估值，也不推荐其股票，我来说说mRNA疫苗的最好的情况。\n 1，新冠疫苗变成流感疫苗，一年两针。\n2，新冠疫苗变异更快，所以要不停修改新冠疫苗，以后会有4价、5价新冠疫苗等等。\n3，因为工艺问题，mRNA疫苗的生产仍旧只有少数国家和厂家掌握。\n 那为何mRNA疫苗就比其它新冠疫苗有优势呢？还是在于mRNA疫苗是推广得最多的新冠疫苗，所以得到的数据也是最多的，所以在各类批准和使用上得到的认可度会更高。这点就像特斯拉作为电动车，一旦有了先发优势，就得到各种各样的数据，有助于它的无人驾驶的发展。\n 最后一定要强调风险——人类成功研发出某种新冠特效药。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897967312,"gmtCreate":1628869041336,"gmtModify":1676529882096,"author":{"id":"4087197775339280","authorId":"4087197775339280","name":"NonameDevil","avatar":"https://static.tigerbbs.com/bd1fe001f7244a9eedf26355346a32b4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087197775339280","idStr":"4087197775339280"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/897967312","repostId":"2159906592","repostType":4,"isVote":1,"tweetType":1,"viewCount":2958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147418554,"gmtCreate":1626379975078,"gmtModify":1703758946252,"author":{"id":"4087197775339280","authorId":"4087197775339280","name":"NonameDevil","avatar":"https://static.tigerbbs.com/bd1fe001f7244a9eedf26355346a32b4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087197775339280","idStr":"4087197775339280"},"themes":[],"htmlText":"up","listText":"up","text":"up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147418554","repostId":"2151852289","repostType":4,"repost":{"id":"2151852289","kind":"news","pubTimestamp":1626401742,"share":"https://ttm.financial/m/news/2151852289?lang=en_US&edition=fundamental","pubTime":"2021-07-16 10:15","market":"us","language":"zh","title":"Similar to XPeng! Nio is more in line with Hong Kong stock listing standards","url":"https://stock-news.laohu8.com/highlight/detail?id=2151852289","media":"晚点早知道","summary":"之前小鹏回港上市时也做了类似的调整。\n\n今年三月，蔚来和小鹏都被传要回港二次上市。\n小鹏上月先回香港。蔚来暂无确切消息。不过蔚来最新的董事会人员变动使它逐渐贴合赴港上市规则，市场猜测回港敲钟箭在弦上。","content":"<p><img src=\"https://static.tigerbbs.com/c733d8c0b3216582775101b750825cf6\" tg-width=\"614\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>Similar adjustments were made when XPeng returned to Hong Kong for listing before.</b>In March this year, both Nio and XPeng were rumored to return to Hong Kong for secondary listings.</p><p>XPeng returned to Hong Kong last month. There is no definite news from Nio. However, the latest changes on the board of directors of Nio have gradually aligned it with the Hong Kong listing rules, and the market speculates that the bell is on the line to return to Hong Kong.</p><p>From July 12th, Long Yu, founding and managing partner of BAI Capital, officially became the third independent non-executive director and the only female director on the board of directors of Nio Automobile. She also took over the chairmanship of the Nomination and Corporate Governance Committee of the Board of Directors from Li Bin, Chairman of NIO.</p><p>In this way, Nio has satisfied two existing listing rules and two listing rule amendments at the same time, namely:</p><p><ul><li>The Board shall comprise at least three Independent Directors, representing at least one-third of the Board (existing);</p><p></li><li>At least three members of the Audit Committee, all of whom must be non-executive Directors (existing);</p><p></li><li>Mandatory establishment of a nomination committee chaired by an independent director with a majority of independent directors (revised);</p><p></li><li>The Board must have at least one member of another gender (Amendment).</p><p></li></ul>In response, Nio responded to LatePost, saying that the adjustment of the board of directors is based on the management of technology companies with a market value of 100 billion yuan, increasing the diversity of the composition of the board of directors, and has nothing to do with listing in Hong Kong.</p><p>In May this year, NIO held an extraordinary general meeting of shareholders, hoping to change the structure of the board of directors, and planned to give NIO User Trusta (NIO User Trust) the power to nominate a director.</p><p>LatePost learned that the proposal has passed, which means that the Nio board of directors may add a director nominated by car owners.</p><p>At present, there are six seats on the board of directors of Nio Automobile, with Li Bin and Qin Lihong, co-founder of Nio, occupying two seats, James Gordon Mitchell, the resident director of Tencent, the second largest external shareholder, occupying one seat and independent directors occupying three seats. The three committees under the board of directors of Nio Automobile, namely audit, remuneration, nomination and corporate governance, are chaired by three independent directors.</p><p>This structure is very similar to XPeng vehicles, which have successfully gone to Hong Kong for dual listing. Moreover, in order to meet the listing conditions in Hong Kong, XPeng Automobile previously appointed two new independent directors as the chairmen of the remuneration committee and the nomination committee respectively at the time of listing.</p><p>Long Yu, who has joined the board of directors of Nio, has known Li Bin for many years. Since 2009, she has led BAI Capital to invest in a number of enterprises founded and invested by Li Bin, such as Easy Car, Yixin, Uxin Used Car, Wheel Interconnection and Mobike.</p><p>Shortly after the launch of Easy Car, Li Bin and Long Yu said that their \"ultimate dream\" of travel was to build a car during dinner, and promised to give the third car off the assembly line to Long Yu's daughter Audrey. Seven years later, Li Bin fulfilled the contract.</p><p>In addition, the two sides also have a tacit understanding in foreign investment. In May this year, Temasek, BAI and Joy Capital jointly invested in a US$64 million Series B financing of Tudatong, a lidar supplier in Nio, with the participation of old shareholders Nio Capital, Stowe Capital and F-Prime Capital.</p>","source":"lsy1596708272136","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>Similar to XPeng! Nio is more in line with Hong Kong stock listing standards</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\">\nSimilar to XPeng! Nio is more in line with Hong Kong stock listing standards\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">晚点早知道</strong><span class=\"h-time small\">2021-07-16 10:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/c733d8c0b3216582775101b750825cf6\" tg-width=\"614\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>Similar adjustments were made when XPeng returned to Hong Kong for listing before.</b>In March this year, both Nio and XPeng were rumored to return to Hong Kong for secondary listings.</p><p>XPeng returned to Hong Kong last month. There is no definite news from Nio. However, the latest changes on the board of directors of Nio have gradually aligned it with the Hong Kong listing rules, and the market speculates that the bell is on the line to return to Hong Kong.</p><p>From July 12th, Long Yu, founding and managing partner of BAI Capital, officially became the third independent non-executive director and the only female director on the board of directors of Nio Automobile. She also took over the chairmanship of the Nomination and Corporate Governance Committee of the Board of Directors from Li Bin, Chairman of NIO.</p><p>In this way, Nio has satisfied two existing listing rules and two listing rule amendments at the same time, namely:</p><p><ul><li>The Board shall comprise at least three Independent Directors, representing at least one-third of the Board (existing);</p><p></li><li>At least three members of the Audit Committee, all of whom must be non-executive Directors (existing);</p><p></li><li>Mandatory establishment of a nomination committee chaired by an independent director with a majority of independent directors (revised);</p><p></li><li>The Board must have at least one member of another gender (Amendment).</p><p></li></ul>In response, Nio responded to LatePost, saying that the adjustment of the board of directors is based on the management of technology companies with a market value of 100 billion yuan, increasing the diversity of the composition of the board of directors, and has nothing to do with listing in Hong Kong.</p><p>In May this year, NIO held an extraordinary general meeting of shareholders, hoping to change the structure of the board of directors, and planned to give NIO User Trusta (NIO User Trust) the power to nominate a director.</p><p>LatePost learned that the proposal has passed, which means that the Nio board of directors may add a director nominated by car owners.</p><p>At present, there are six seats on the board of directors of Nio Automobile, with Li Bin and Qin Lihong, co-founder of Nio, occupying two seats, James Gordon Mitchell, the resident director of Tencent, the second largest external shareholder, occupying one seat and independent directors occupying three seats. The three committees under the board of directors of Nio Automobile, namely audit, remuneration, nomination and corporate governance, are chaired by three independent directors.</p><p>This structure is very similar to XPeng vehicles, which have successfully gone to Hong Kong for dual listing. Moreover, in order to meet the listing conditions in Hong Kong, XPeng Automobile previously appointed two new independent directors as the chairmen of the remuneration committee and the nomination committee respectively at the time of listing.</p><p>Long Yu, who has joined the board of directors of Nio, has known Li Bin for many years. Since 2009, she has led BAI Capital to invest in a number of enterprises founded and invested by Li Bin, such as Easy Car, Yixin, Uxin Used Car, Wheel Interconnection and Mobike.</p><p>Shortly after the launch of Easy Car, Li Bin and Long Yu said that their \"ultimate dream\" of travel was to build a car during dinner, and promised to give the third car off the assembly line to Long Yu's daughter Audrey. Seven years later, Li Bin fulfilled the contract.</p><p>In addition, the two sides also have a tacit understanding in foreign investment. In May this year, Temasek, BAI and Joy Capital jointly invested in a US$64 million Series B financing of Tudatong, a lidar supplier in Nio, with the participation of old shareholders Nio Capital, Stowe Capital and F-Prime Capital.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/d-FonFpbhE4xT6KNa1AqHg\">晚点早知道</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1e9aa56586a03fdd6464e21bfe99f7b5","relate_stocks":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/d-FonFpbhE4xT6KNa1AqHg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151852289","content_text":"之前小鹏回港上市时也做了类似的调整。\n\n今年三月，蔚来和小鹏都被传要回港二次上市。\n小鹏上月先回香港。蔚来暂无确切消息。不过蔚来最新的董事会人员变动使它逐渐贴合赴港上市规则，市场猜测回港敲钟箭在弦上。\n从 7 月 12 日起，BAI 资本创始及管理合伙人龙宇正式成为蔚来汽车董事会的第三名独立非执行董事、也是唯一一名女性董事。她还同时从蔚来董事长李斌那里接过董事会提名及企业治理委员会主席一职。\n这样一来，蔚来同时满足了 2 条既有上市规则和 2 条上市规则修订建议，分别是：\n\n董事会应包括至少三名独董，需占董事会成员人数至少三分之一（现有）；\n审核委员会成员至少三名，且须全部是非执行董事（现有）；\n强制设立提名委员会，由独董担任主席且成员以独董占大多数（修订）；\n董事会需有最少一名另一性别成员（修订）。\n\n对此，蔚来方面回应《晚点 LatePost》称，董事会调整是以千亿市值科技公司管理为标准，增加董事会构成的多样性，与赴港上市并无关联。\n今年 5 月，蔚来曾召开特别股东大会，希望改变董事会结构，拟给予 NIO User Trusta（蔚来用户信托）提名一位董事的权力。\n《晚点 LatePost》获悉该提案已经通过，这意味着蔚来董事会或将增加一名由车主推举提名的董事。\n目前蔚来汽车董事会共有 6 席，李斌、蔚来联合创始人秦力洪占 2 席，第二大外部股东腾讯派驻董事 James Gordon Mitchell 占 1 席，独董占 3 席。蔚来汽车董事会下设的三个委员会，审计、薪酬、提名及公司治理，由 3 位独董分任主席。\n这一结构与已经成功赴港双重上市的小鹏汽车极其相似。而且小鹏汽车此前为满足香港上市条件，在上市时新任命了两名独董分任薪酬委员会及提名委员会主席。\n新加入蔚来董事会的龙宇与李斌相识多年。从 2009 年开始，她带领 BAI 资本投资了李斌创办及投资的多个企业，如易车、易鑫、优信二手车、车轮互联、摩拜单车等。\n易车刚上市不久，李斌与龙宇吃饭时就称自己对于出行的 “终极梦想” 是造车，并允诺把第三辆下线的车送给龙宇的女儿 Audrey。七年后，李斌履约。\n除此之外，双方还在对外投资方面有着默契。今年 5 月，淡马锡与 BAI、愉悦资本联合投资蔚来激光雷达供应商图达通 6400 万美元 B 轮融资，老股东蔚来资本、斯道资本和 F-Prime Capital 也参与其中。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}