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- IlovegraceIlovegrace
  ·2021-02-02
  ?
  Blackstone, BlackRock, Hillhouse: Carbon neutrality is changing the global asset allocation landscape
  黑石表示，对碳排放没有采取积极措施的企业，将会被剔除出投资组合。全球著名资管机构黑石、贝莱德、富达基金，还有中国的高瓴资本等，已经开始深度参与这一赛道。在2020年初给客户的信中，贝莱德表示，全球金融业正处于重大变局的前夜，碳中和目标将改变全球资产配置格局。贝莱德指出，旗下1.8万亿美元主动投资将在今年全面撤出动力煤投资。目前，全球ESG ETF行业包括393只产品，它们来自25个国家31个交易所的92家提供商。
  Blackstone, BlackRock, Hillhouse: Carbon neutrality is changing the global asset allocation landscape
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- IlovegraceIlovegrace
  ·2021-01-28
  666
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- IlovegraceIlovegrace
  ·2021-01-26
  ✌️
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- IlovegraceIlovegrace
  ·2020-12-24
  666
  Nongfu Spring is now up more than 2%, and its stock price stands above HK $50
  12月24日讯，农夫山泉股价站上50港元，现涨超2%，总市值约5600亿港元。农夫山泉于今年9月在香港IPO，定价21.5港元，短短三个多月，现价较IPO价格已累涨超130%。安信证券研报认为，由于公
  Nongfu Spring is now up more than 2%, and its stock price stands above HK $50
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- IlovegraceIlovegrace
  ·2020-02-11
  mark！
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14:34","market":"us","language":"zh","title":"Blackstone, BlackRock, Hillhouse: Carbon neutrality is changing the global asset allocation landscape","url":"https://stock-news.laohu8.com/highlight/detail?id=2107185218","media":"新浪财经综合","summary":"黑石表示，对碳排放没有采取积极措施的企业，将会被剔除出投资组合。全球著名资管机构黑石、贝莱德、富达基金，还有中国的高瓴资本等，已经开始深度参与这一赛道。在2020年初给客户的信中，贝莱德表示，全球金融业正处于重大变局的前夜，碳中和目标将改变全球资产配置格局。贝莱德指出，旗下1.8万亿美元主动投资将在今年全面撤出动力煤投资。目前，全球ESG ETF行业包括393只产品，它们来自25个国家31个交易所的92家提供商。","content":"<p><html><body><article>Source: Asset Management Network</p><p><strong>preface</strong></p><p><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>He said that the global financial industry is on the eve of major changes, and the goal of carbon neutrality will change the world<span>Assets</span>Configuration pattern.</p><p>BlackRock pointed out that its US $1.8 trillion active investment will be completely withdrawn from thermal coal investment this year.</p><p><a href=\"https://laohu8.com/S/BX\">Blackstone</a>Said that companies that do not take active measures to deal with carbon emissions will be removed from the investment portfolio.</p><p><strong>Carbon neutrality, a goal that seemed illusory in the past, is becoming an operable roadmap for the global economy to get out of the heavy losses of the COVID-19 pandemic century.</strong></p><p>The allocation of low-carbon economic entities, a long-term and huge investment opportunity, is slowly unfolding.</p><p>World-renowned asset management institutions Blackstone, BlackRock, Fidelity Fund, and China's Hillhouse Capital have begun to deeply participate in this track.</p><p>BlackRock, the world's largest asset manager, has publicly stated that companies that do not take active measures against carbon emissions will be removed from their portfolios.</p><p>Blackstone CEO Larry Fink (Larry Fink) said that the current investment trend is undergoing a \"structural change\", and institutions are more willing to invest capital in sustainable development companies with outstanding performance in the environmental, social and corporate governance fields, that is, ESG.</p><p>\"From cars to banks, from oil to gas companies... companies that performed better in the ESG space in 2020 all performed better than other companies in the same industry and enjoyed 'sustainability valuations<span>Premium</span>’。”</p><p>Looking back at the A-share market in 2020, the photovoltaic and new energy vehicle industry chain, the stock prices of most companies have doubled; In the Hong Kong stock market and the U.S. stock market, there are a number of companies whose stock prices have increased tenfold in a year. The capital market has foreseen in advance that a new economic revolution of new energy revolution will burst out like the rising sun.</p><p><strong>Carbon neutrality is the ultimate proposition that the destiny of mankind must move towards; New energy is the only way to the future for mankind, just like the sunrise.</strong></p><p>Public statistics show that the US ESG market exceeds US $17 trillion (US SIF data), the Canadian ESG market also exceeds US $3 trillion (RIA data), and the global ESG fund scale exceeds US $1.26 trillion (Morningstar data).</p><p>Ma Jun, a member of the Monetary Committee of the People's Bank of China, also recently stated that China's low-carbon economic investment will exceed 100 trillion;<strong>If the financial industry does not conduct forward-looking research on low-carbon economy, it will lose a huge development opportunity in the future.</strong></p><p>Ma Jun believes that when reviewing the loan indicators of enterprises, banks should consider whether the enterprises applying for loans can achieve carbon emission reduction standards, and banks should also calculate how much carbon dioxide the loans released will reduce in economic operations.</p><p>This statement by the People's Bank of China means that the financial industry is formulating quantitative and executable carbon emission reduction targets, encouraging carbon emission reduction companies and punishing high-carbon emission companies through the commanding heights of finance.</p><p>The financial baton of the People's Bank of China will make ESG a key indicator to measure the \"long-distance running ability\" of enterprises. Enterprises that conform to the ESG concept will survive better in the harsh market environment and give investors more stable returns.</p><p>Blackstone, a global asset management giant, currently manages US $8.7 trillion in assets, including US $5 trillion in passive index investment vehicles. In a sense, Blackstone is an important shareholder of all large enterprises in the world and an important benchmark for global investment.</p><p><strong>Blackstone's shift to the allocation of low-carbon economy is a major breakthrough in investment philosophy and will lead to a major change in the investment strategy of international capital.</strong></p><p>In December 2020, Fidelity, Schroders, LGIM,<a href=\"https://laohu8.com/S/UBS\">UBS</a>, Wellington Management,<a href=\"https://laohu8.com/S/DWS.AU\">DWS</a>The world's 30 largest investment institutions, including the world's 30 largest investment institutions, have collectively committed to promoting companies to reduce carbon emissions through their investment portfolios and contribute to net-zero carbon emissions by 2050.</p><p><a href=\"https://laohu8.com/S/DSU\">BlackRock Funds</a>, as a giant with US $8.6 trillion in assets under management, has a firm stance on ESG. The company's CEO, Larry Fink, has promised that all of the company's investments will consider ESG factors.</p><p>In a letter to clients in early 2020, BlackRock stated that the global financial industry is on the eve of major changes, and the goal of carbon neutrality will change the global asset allocation pattern. BlackRock pointed out that its US $1.8 trillion active investment will be completely withdrawn from thermal coal investment this year.</p><p>Launched the first ESG since 2002<span>ETF</span>--Since BlackRock's iShares MSCI US ESG Selection, the number and diversity of such products around the world have grown steadily. Currently, the global ESG ETF industry includes 393 products from 92 providers on 31 exchanges in 25 countries.</p><p>In the context of the world moving towards carbon neutrality, even Saudi Arabia, a market dominated by an oil economy, is aware of the importance of environmental protection and social responsibility.</p><p>The Saudi Arabian Stock Exchange said in August 2020 that it plans to trade with<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Capital Partnership launches a series of environmental, social and governance indices to help investors better invest in the Saudi market.</p><p>Industry data provided by Morningstar shows that the low-carbon economy industry is growing at a scale of hundreds of billions of dollars per year, and capital inflows in 2020 show that this market is still accelerating.</p><p>Hillhouse Capital managed by Zhang Lei, at the end of 2020, bought 15.8 billion yuan in domestic<a href=\"https://laohu8.com/S/000591\">Solar energy</a>Polysilicon faucet<a href=\"https://laohu8.com/S/601012\">LONGi shares</a>, 500 million yuan to participate in upstream silicon material companies<a href=\"https://laohu8.com/S/600438\">Tongwei shares</a>Fixed increase, announcing long-term optimism about the new energy economy with a lot of money.</p><p>Editor in charge: Fan Wenjia</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; 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In the Hong Kong stock market and the U.S. stock market, there are a number of companies whose stock prices have increased tenfold in a year. The capital market has foreseen in advance that a new economic revolution of new energy revolution will burst out like the rising sun.</p><p><strong>Carbon neutrality is the ultimate proposition that the destiny of mankind must move towards; New energy is the only way to the future for mankind, just like the sunrise.</strong></p><p>Public statistics show that the US ESG market exceeds US $17 trillion (US SIF data), the Canadian ESG market also exceeds US $3 trillion (RIA data), and the global ESG fund scale exceeds US $1.26 trillion (Morningstar data).</p><p>Ma Jun, a member of the Monetary Committee of the People's Bank of China, also recently stated that China's low-carbon economic investment will exceed 100 trillion;<strong>If the financial industry does not conduct forward-looking research on low-carbon economy, it will lose a huge development opportunity in the future.</strong></p><p>Ma Jun believes that when reviewing the loan indicators of enterprises, banks should consider whether the enterprises applying for loans can achieve carbon emission reduction standards, and banks should also calculate how much carbon dioxide the loans released will reduce in economic operations.</p><p>This statement by the People's Bank of China means that the financial industry is formulating quantitative and executable carbon emission reduction targets, encouraging carbon emission reduction companies and punishing high-carbon emission companies through the commanding heights of finance.</p><p>The financial baton of the People's Bank of China will make ESG a key indicator to measure the \"long-distance running ability\" of enterprises. Enterprises that conform to the ESG concept will survive better in the harsh market environment and give investors more stable returns.</p><p>Blackstone, a global asset management giant, currently manages US $8.7 trillion in assets, including US $5 trillion in passive index investment vehicles. In a sense, Blackstone is an important shareholder of all large enterprises in the world and an important benchmark for global investment.</p><p><strong>Blackstone's shift to the allocation of low-carbon economy is a major breakthrough in investment philosophy and will lead to a major change in the investment strategy of international capital.</strong></p><p>In December 2020, Fidelity, Schroders, LGIM,<a href=\"https://laohu8.com/S/UBS\">UBS</a>, Wellington Management,<a href=\"https://laohu8.com/S/DWS.AU\">DWS</a>The world's 30 largest investment institutions, including the world's 30 largest investment institutions, have collectively committed to promoting companies to reduce carbon emissions through their investment portfolios and contribute to net-zero carbon emissions by 2050.</p><p><a href=\"https://laohu8.com/S/DSU\">BlackRock Funds</a>, as a giant with US $8.6 trillion in assets under management, has a firm stance on ESG. The company's CEO, Larry Fink, has promised that all of the company's investments will consider ESG factors.</p><p>In a letter to clients in early 2020, BlackRock stated that the global financial industry is on the eve of major changes, and the goal of carbon neutrality will change the global asset allocation pattern. BlackRock pointed out that its US $1.8 trillion active investment will be completely withdrawn from thermal coal investment this year.</p><p>Launched the first ESG since 2002<span>ETF</span>--Since BlackRock's iShares MSCI US ESG Selection, the number and diversity of such products around the world have grown steadily. Currently, the global ESG ETF industry includes 393 products from 92 providers on 31 exchanges in 25 countries.</p><p>In the context of the world moving towards carbon neutrality, even Saudi Arabia, a market dominated by an oil economy, is aware of the importance of environmental protection and social responsibility.</p><p>The Saudi Arabian Stock Exchange said in August 2020 that it plans to trade with<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Capital Partnership launches a series of environmental, social and governance indices to help investors better invest in the Saudi market.</p><p>Industry data provided by Morningstar shows that the low-carbon economy industry is growing at a scale of hundreds of billions of dollars per year, and capital inflows in 2020 show that this market is still accelerating.</p><p>Hillhouse Capital managed by Zhang Lei, at the end of 2020, bought 15.8 billion yuan in domestic<a href=\"https://laohu8.com/S/000591\">Solar energy</a>Polysilicon faucet<a href=\"https://laohu8.com/S/601012\">LONGi shares</a>, 500 million yuan to participate in upstream silicon material companies<a href=\"https://laohu8.com/S/600438\">Tongwei shares</a>Fixed increase, announcing long-term optimism about the new energy economy with a lot of money.</p><p>Editor in charge: Fan Wenjia</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=nesSN202101291435027d314c8c&s=b\">新浪财经综合</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1809e27051e8cdce9de7de16a0c4b29c","relate_stocks":{"BLK":"贝莱德","BX":"黑石"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101291435027d314c8c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2107185218","content_text":"来源：资管网前言贝莱德表示，全球金融业正处于重大变局的前夜，碳中和目标将改变全球资产配置格局。贝莱德指出，旗下1.8万亿美元主动投资将在今年全面撤出动力煤投资。黑石表示，对碳排放没有采取积极措施的企业，将会被剔除出投资组合。碳中和，一个过去看来虚无缥缈的目标，正在成为全球经济走出新冠疫情世纪重创的可操作性路线图。配置低碳经济实体，一个长期、巨大的投资机会，正在徐徐展开。全球著名资管机构黑石、贝莱德、富达基金，还有中国的高瓴资本等，已经开始深度参与这一赛道。全球最大的资产管理公司黑石（BlackRock）公开表示，对碳排放没有采取积极措施的企业，将会被剔除出投资组合。黑石CEO拉里·芬克（Larry Fink）表示，当下投资风向正在发生“结构性转变”，机构更愿意将资本投向在环境、社会与公司治理，即ESG领域表现突出的可持续发展企业。“从汽车到银行，从石油到天然气公司……2020年ESG领域表现较好的企业，都比同行业其他企业业绩表现得更好，享受’可持续性估值溢价’。”回顾2020年的a股市场，光伏和新能源汽车产业链，大部分公司股价翻倍；在港股市场和美股市场，出现一批股价一年翻10倍的公司。资本市场已经提前预见到，一场新能源变革的新经济革命，正如朝阳般喷薄而出。碳中和，是人类命运必须迈向的终极命题；新能源，是人类唯一的未来之路，正如日出之阳。公开统计显示，美国ESG市场规模超17万亿美元（US SIF数据），加拿大ESG市场也超过3万亿美元（RIA数据），全球ESG基金规模突破1.26万亿美元（晨星数据）。中国央行货币委员会委员马骏，也于近日表示，中国的低碳经济投资，将超过100万亿级；金融行业如果不前瞻性研究低碳经济，将在未来失去一个巨大的发展机会。马骏认为，银行在审核企业的贷款指标中，要考虑申请贷款的企业是否能够做到碳减排达标，银行还要计算放出去的贷款将在经济运行中减少多少二氧化碳。中国央行的这一表态，意味着金融行业正在制定量化的、可执行的碳减排指标，通过金融这个制高点，鼓励碳减排企业，惩罚高碳排放企业。中国央行的金融指挥棒，将使ESG成为衡量企业“长跑能力”的关键指标，符合ESG理念的企业会在恶劣的市场环境更好生存下来，给投资者以更稳健的回报。全球资管巨头黑石，目前管理着8.7万亿美元的资产，其中包括5万亿美元被动指数投资工具。从某种意义上来说，黑石是全球所有大型企业的重要股东，是全球投资的重要风向标。黑石转向对低碳经济的配置，是投资理念的重大突破，将引领国际资本在投资策略上的重大转变。2020年12月，富达、施罗德、LGIM、瑞银、威灵顿管理公司、DWS在内的全球30家最大的投资机构，集体承诺将通过投资组合来促进企业减少碳排放，为2050年碳净零排放提供助力。贝莱德基金，作为管理着8.6万亿美元资产的巨头，在ESG上立场坚定。该公司首席执行官拉里·芬克承诺，公司的所有投资都将考虑ESG因素。在2020年初给客户的信中，贝莱德表示，全球金融业正处于重大变局的前夜，碳中和目标将改变全球资产配置格局。贝莱德指出，旗下1.8万亿美元主动投资将在今年全面撤出动力煤投资。自2002年推出首只ESG ETF——贝莱德旗下的安硕MSCI美国ESG精选以来，全球此类产品的数量和多样性稳步增长。目前，全球ESG ETF行业包括393只产品，它们来自25个国家31个交易所的92家提供商。在全球迈向碳中和这一大背景下，即使沙特这种以石油经济为主的市场，都意识到环保和社会责任的重要性。沙特阿拉伯证券交易所在2020年8月表示，计划2021年与摩根士丹利资本合作推出一系列环境、社会和治理指数，以帮助投资者更好投资沙特市场。晨星公司提供的行业数据显示，低碳经济行业正在以每年上千亿美元的规模增加，而2020年的资金流入表明，这一市场仍在加速发展。张磊管理的高瓴资本，在2020年底，158亿元买入国内太阳能多晶硅龙头隆基股份，5亿元参与上游硅料企业通威股份定增，以重金宣布对新能源经济的长期看好。责任编辑：樊文佳","news_type":1,"symbols_score_info":{"BLK":1,"BX":1}},"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311443580,"gmtCreate":1611827663740,"gmtModify":1704863986893,"author":{"id":"299896194133977","authorId":"299896194133977","name":"Ilovegrace","avatar":"https://static.tigerbbs.com/4831dbaf7607d19fa280cceb54004233","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"299896194133977","authorIdStr":"299896194133977"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311443580","repostId":"2106366862","repostType":2,"isVote":1,"tweetType":1,"viewCount":1406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313066877,"gmtCreate":1611638836699,"gmtModify":1704861588202,"author":{"id":"299896194133977","authorId":"299896194133977","name":"Ilovegrace","avatar":"https://static.tigerbbs.com/4831dbaf7607d19fa280cceb54004233","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"299896194133977","authorIdStr":"299896194133977"},"themes":[],"htmlText":"✌️","listText":"✌️","text":"✌️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313066877","repostId":"2106440088","repostType":2,"isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":339348713,"gmtCreate":1608778037832,"gmtModify":1704976444132,"author":{"id":"299896194133977","authorId":"299896194133977","name":"Ilovegrace","avatar":"https://static.tigerbbs.com/4831dbaf7607d19fa280cceb54004233","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"299896194133977","authorIdStr":"299896194133977"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/339348713","repostId":"1195112053","repostType":4,"repost":{"id":"1195112053","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":1608777253,"share":"https://ttm.financial/m/news/1195112053?lang=en_US&edition=fundamental","pubTime":"2020-12-24 10:34","market":"other","language":"zh","title":"Nongfu Spring is now up more than 2%, and its stock price stands above HK $50","url":"https://stock-news.laohu8.com/highlight/detail?id=1195112053","media":"老虎资讯综合","summary":"12月24日讯，农夫山泉股价站上50港元，现涨超2%，总市值约5600亿港元。农夫山泉于今年9月在香港IPO，定价21.5港元，短短三个多月，现价较IPO价格已累涨超130%。安信证券研报认为，由于公","content":"<p>December 24th,<a href=\"https://laohu8.com/S/09633\">Nongfu Spring</a>The stock price stood above 50 Hong Kong dollars, and is now up more than 2%, with a total market value of about 560 billion Hong Kong dollars.<img src=\"https://static.tigerbbs.com/f3559774ba89b434c698c7fc846bb627\" tg-width=\"840\" tg-height=\"470\">Nongfu Spring IPO in Hong Kong in September this year, priced at HK $21.5. In just over three months, the current price has increased by more than 130% compared with the IPO price.</p><p>The Essence Securities research report believes that due to the different competitive landscapes of the company's water business and beverage business segments, using SOTP to value the company, the water business segment has an absolute advantage in leading market share, and the scale of the segment track is still growing. In the future, the 3 yuan price band switching will further expand the scale of the industry. Considering the water business segment performance of 6.11 billion yuan in 2021, the corresponding water business value of 60x PE is HK $39.4 per share; Competition in the beverage business industry is fierce. The company's explosive products have outstanding growth points and leading product strength. Considering the 2021 performance of 3.46 billion yuan, combined with the average P/E of A-shares and overseas markets in the beverage industry, 23xPE corresponds to a value of 8.5 Hong Kong dollars per share.</p><p><a href=\"https://laohu8.com/S/600909\">Huaan Securities</a>According to the research report, as a packaging faucet company, the company has seized the opportunity of drinking water price and water quality upgrade, established a brand image in the mainstream price band of 2 yuan water, and enjoyed a premium ability higher than competitors. Strong cost control and refined operations have enabled The company has high profitability and forms competitive barriers through water sources, brands and nationalized channels. It is estimated that from 2020 to 2022, the revenue will be 237/290/34.6 billion yuan, a year-on-year increase of-1.5%/22.5%/19.3%, and the net profit will be 50/62/7.4 billion yuan, a year-on-year increase of 0.6%/25.3%/19.4%, EPS is 0.44/0.55/0.66, and the corresponding PE is 86/68/57.</p><p><a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>The research report believes that the company's long-term growth logic lies in forming a platform-based competitive advantage and realizing category diversification drive. The characteristic of a platform company is that it can have strong single product operation capabilities, and the success of a single product depends on the company's ability to introduce new products, and more on the comprehensive ability of the management team. Through analysis, it is believed that under the layout of the whole industrial chain, the company has gradually formed all-round advantages such as channels, brands and products, and the platform characteristics have gradually emerged. Compared with comparable companies, strong brand, high profit, and multi-category are the main advantages of Nongfu Spring channel. Under the leadership of an excellent management team, the company's future category richness and the contribution of single products will continue to increase, promoting steady growth in performance, continuously increasing the ceiling, and opening up the company's future growth space.</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>Nongfu Spring is now up more than 2%, and its stock price stands above HK $50</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\">\nNongfu Spring is now up more than 2%, and its stock price stands above HK $50\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\">2020-12-24 10:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>December 24th,<a href=\"https://laohu8.com/S/09633\">Nongfu Spring</a>The stock price stood above 50 Hong Kong dollars, and is now up more than 2%, with a total market value of about 560 billion Hong Kong dollars.<img src=\"https://static.tigerbbs.com/f3559774ba89b434c698c7fc846bb627\" tg-width=\"840\" tg-height=\"470\">Nongfu Spring IPO in Hong Kong in September this year, priced at HK $21.5. In just over three months, the current price has increased by more than 130% compared with the IPO price.</p><p>The Essence Securities research report believes that due to the different competitive landscapes of the company's water business and beverage business segments, using SOTP to value the company, the water business segment has an absolute advantage in leading market share, and the scale of the segment track is still growing. In the future, the 3 yuan price band switching will further expand the scale of the industry. Considering the water business segment performance of 6.11 billion yuan in 2021, the corresponding water business value of 60x PE is HK $39.4 per share; Competition in the beverage business industry is fierce. The company's explosive products have outstanding growth points and leading product strength. Considering the 2021 performance of 3.46 billion yuan, combined with the average P/E of A-shares and overseas markets in the beverage industry, 23xPE corresponds to a value of 8.5 Hong Kong dollars per share.</p><p><a href=\"https://laohu8.com/S/600909\">Huaan Securities</a>According to the research report, as a packaging faucet company, the company has seized the opportunity of drinking water price and water quality upgrade, established a brand image in the mainstream price band of 2 yuan water, and enjoyed a premium ability higher than competitors. Strong cost control and refined operations have enabled The company has high profitability and forms competitive barriers through water sources, brands and nationalized channels. It is estimated that from 2020 to 2022, the revenue will be 237/290/34.6 billion yuan, a year-on-year increase of-1.5%/22.5%/19.3%, and the net profit will be 50/62/7.4 billion yuan, a year-on-year increase of 0.6%/25.3%/19.4%, EPS is 0.44/0.55/0.66, and the corresponding PE is 86/68/57.</p><p><a href=\"https://laohu8.com/S/601162\">Tianfeng Securities</a>The research report believes that the company's long-term growth logic lies in forming a platform-based competitive advantage and realizing category diversification drive. The characteristic of a platform company is that it can have strong single product operation capabilities, and the success of a single product depends on the company's ability to introduce new products, and more on the comprehensive ability of the management team. Through analysis, it is believed that under the layout of the whole industrial chain, the company has gradually formed all-round advantages such as channels, brands and products, and the platform characteristics have gradually emerged. Compared with comparable companies, strong brand, high profit, and multi-category are the main advantages of Nongfu Spring channel. Under the leadership of an excellent management team, the company's future category richness and the contribution of single products will continue to increase, promoting steady growth in performance, continuously increasing the ceiling, and opening up the company's future growth space.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9c73365999f228bdf66df7f52d79a4b4","relate_stocks":{"09633":"农夫山泉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195112053","content_text":"12月24日讯，农夫山泉股价站上50港元，现涨超2%，总市值约5600亿港元。农夫山泉于今年9月在香港IPO，定价21.5港元，短短三个多月，现价较IPO价格已累涨超130%。安信证券研报认为，由于公司水业务和饮料业务所属细分行业竞争格局不同，采用SOTP对公司进行估值，水业务板块公司市占率领先具有绝对优势，细分赛道规模仍在成长，未来3元价格带切换会进一步扩大行业规模，考虑2021年水业务分部业绩61.1亿元，给与60x PE对应水业务每股价值39.4港币；饮料业务行业竞争激烈，公司爆款产品增长点突出，产品力领先，考虑2021年业绩34.6亿元，结合饮料行业A股及海外市场平均市盈率，给与23xPE对应每股价值8.5港币。华安证券研报认为，公司作为包装水龙头公司，抓住饮用水价格和水质升级机遇，在2元水主流价格带树立起品牌形象，享受高于竞争对手的溢价能力，强大的成本控制和精细化运营使得公司具有高盈利能力，并通过水源地、品牌和全国化的渠道形成竞争壁垒。预计2020-2022年，营收分别为237/290/346亿元，同比增长-1.5%/22.5%/19.3%，净利润分别为50/62/74亿元，同比增长0.6%/25.3%/19.4%，EPS分别为0.44/0.55/0.66，对应PE分别为86/68/57。天风证券研报认为，公司的长期增长逻辑在于形成平台化竞争优势，实现品类多元化驱动。平台化公司的特征就是能够具备较强的单品运作能力，而单品能够成功取决于公司的推新能力，更取决于管理团队的综合能力。通过分析，认为公司在全产业链布局下，逐渐形成了渠道、品牌和产品等全方位优势，平台化特征逐渐显现。对比可比公司，强品牌、高利润、多品类是农夫山泉渠道的主要优势。而在优秀的管理团队的带领下，公司未来品类的丰富度以及单品的贡献将持续增加，推动业绩稳健增长，天花板不断提高，打开公司未来的增长空间。","news_type":1,"symbols_score_info":{"09633":0.9}},"isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":914537183,"gmtCreate":1581393718242,"gmtModify":1705426049451,"author":{"id":"299896194133977","authorId":"299896194133977","name":"Ilovegrace","avatar":"https://static.tigerbbs.com/4831dbaf7607d19fa280cceb54004233","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"299896194133977","authorIdStr":"299896194133977"},"themes":[],"htmlText":"mark！","listText":"mark！","text":"mark！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/914537183","repostId":"1178014820","repostType":4,"isVote":1,"tweetType":1,"viewCount":1532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}