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Momocha
Momocha
·
2021-06-22
good
Guichuang Tongqiao-B is offering today, with a first-hand entry fee of approximately HK$21565.15
6月22日讯，归创通桥-B港交所公告，公司于2021年6月22日-25日招股，拟全球发售6000万股H股，香港公开发售占10%，国际发售占90%，另有15%超额配股权。每股39.8-42.7港元，每手
Guichuang Tongqiao-B is offering today, with a first-hand entry fee of approximately HK$21565.15
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Momocha
Momocha
·
2021-06-22
good
Spark Thinking Submits IPO Application in the United States, Revenue Grows 202.7% in the First Quarter
据美国证券交易委员会文件：火花思维教育科技公司提交在美IPO申请，拟筹资达1亿美元，寻求在纳斯达克上市，股票代码为SPRK。 招股书显示，火花思维2019年营收为1.95亿元，2020年营收为11.7
Spark Thinking Submits IPO Application in the United States, Revenue Grows 202.7% in the First Quarter
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Momocha
Momocha
·
2021-06-21
666
Opening: U.S. stocks opened higher across the board, and the concept of U.S. infrastructure rose generally
6月21日（周一），道琼斯指数开盘上涨231.15点，涨幅0.69%，报33521.23点；纳斯达克综合指数开盘上涨29.05点，涨幅0.21%，报14059.42点；标普500指数开盘上涨20.07
Opening: U.S. stocks opened higher across the board, and the concept of U.S. infrastructure rose generally
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Momocha
Momocha
·
2021-06-21
?
The high point is nearly 30% in pullback/retracement. Can China Duty Free still hold up?
稳住，别慌 有人说，前四十年发展快车道看深圳；三十年前快车道看上海浦东；而未来二十年的快车道必定看海南。 1988年，在中国改革开放进入第十个年头之际，海南岛脱离广东成为中国第31个省级行政区。原本
The high point is nearly 30% in pullback/retracement. Can China Duty Free still hold up?
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Momocha
Momocha
·
2021-06-19
good
Goldman Sachs Singing Bullish Gold Again as the Fed Turns Hawk: Excellent Defensive Variety
受美联储政策决议影响，本周多个市场剧烈波动，黄金大跌，但高盛表示继续看好黄金后市，并预测未来几周内黄金价格将出现上行逆转。
Goldman Sachs Singing Bullish Gold Again as the Fed Turns Hawk: Excellent Defensive Variety
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Momocha
Momocha
·
2021-06-19
good
Highly contagious sweeps the world! US, UK and Germany warn that Delta variant will soon become mainstream
Delta变种更具传染性，最容易感染的是那些尚未完全接种疫苗的人，这些人占全球人口的很大一部分，尤其是在拉丁美洲和非洲。但完全接种疫苗的人得到了很好的保护。
Highly contagious sweeps the world! US, UK and Germany warn that Delta variant will soon become mainstream
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Momocha
Momocha
·
2021-06-19
good
Huawei's white paper releases heavy signals, AR is expected to open the "true first year"
在经历了几年的沉寂后，以AR为首的虚拟现实产业最近又火了。“元宇宙”概念第一股ROBLOX在美股市场受到投资者热捧。在A股市场上根正苗红的虚拟现实概念股，如歌尔股份、水晶光电、全志科技等近期都呈现了明
Huawei's white paper releases heavy signals, AR is expected to open the "true first year"
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Momocha
Momocha
·
2021-06-17
???
Youran Animal Husbandry's first-hand winning rate is 80%, and the subscription of 3 lots is stable
6月17日消息，本周四优然牧业发布公告，公司发行7.15亿股股份，每股定价6.98港元，每手1000股，预期将于6月18日上市。 公开发售阶段优然牧业获3.73倍认购，分配至公开发售的发售股份最终数目
Youran Animal Husbandry's first-hand winning rate is 80%, and the subscription of 3 lots is stable
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09:20","market":"hk","language":"zh","title":"Guichuang Tongqiao-B is offering today, with a first-hand entry fee of approximately HK$21565.15","url":"https://stock-news.laohu8.com/highlight/detail?id=1175917752","media":"老虎资讯综合","summary":"6月22日讯，归创通桥-B港交所公告，公司于2021年6月22日-25日招股，拟全球发售6000万股H股，香港公开发售占10%，国际发售占90%，另有15%超额配股权。每股39.8-42.7港元，每手","content":"<p>June 22nd,<a href=\"https://laohu8.com/S/02190\">Guichuang Tongqiao-B</a>The Hong Kong Stock Exchange announced that the Company planned to offer 60 million H shares globally from 22 to 25 June 2021, with the Hong Kong Public Offering accounting for 10%, the International Offering accounting for 90%, and an over-allotment option of 15%. The shares are expected to be listed on the Main Board of the Stock Exchange on 5 July 2021 at a board lot of 500 shares of HK$39.8-HK$42.7 per share with Morgan Stanley and CITIC Securities as joint sponsors.</p><p><b>Tiger Trade will open for subscription at 11:30 [</b><a href=\"https://www-web.itiger.com/mi/ipo/index/hk/listing\" target=\"_blank\"><b>Purchase portal</b></a><b>】</b></p><p><img src=\"https://static.tigerbbs.com/5ccb18cb1738a92a6923b389fc572338\" tg-width=\"845\" tg-height=\"754\" referrerpolicy=\"no-referrer\"></p><p><b>Subscription ladder:</b></p><p>Each lot of 500 shares, the entrance fee is HK$21565.15.</p><p>The threshold of Group B is 200,000 shares, and the funds required for subscription are about HK$ 8626,057.58.</p><p><img src=\"https://static.tigerbbs.com/5b4abbd517a0577df2659dfacaca93e3\" tg-width=\"869\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p>In terms of the company's comprehensive product portfolio, the company is a leader in the neural and peripheral vascular interventional medical device market in China. As an integrated medical device company supported by independent R&D and manufacturing capabilities, proprietary technology platform and commercialization capabilities with proven track record, and led by an experienced management team, the Company provides medical devices for the treatment and response of neurological and peripheral vascular diseases to doctors and patients in China and overseas. The company's current treatment areas include acute ischemic stroke (AIS), intracranial aneurysms, carotid stenosis, peripheral arterial and venous diseases, and dialysis-related diseases.</p><p>With 22 approved products and product candidates, the company has the most comprehensive portfolio of peripheral vascular interventions among domestic players in China, covering a full range of arterial and venous products including stents, balloons, catheters and filters, according to Frost & Sullivan. In addition, the company's product portfolio also includes two product candidates for vascular closure devices, making the company the first medical device company in China to develop product candidates for vascular closure devices. Since its establishment in 2012, the company has systematically and comprehensively developed 45 products and product candidates, covering the neural and peripheral vascular device market and the vascular closure device market, all of which are characterized by serious insufficient penetration rate and rapid development. The company's two core products are Jiaolong intracranial thrombectomy stent and UltrafreeTM drug-eluting PTA balloon dilatation catheter (Ultrafree DCB). These two core products have been commercialized in China, and the company is further developing these two core products.</p><p>According to the financial information, in 2019 and 2020, revenue was RMB4.917 million and RMB27.631 million, respectively; Net losses amounted to approximately RMB66.647 million and RMB100 million, respectively. Substantially all of the operating loss was attributable to the costs incurred by the Company's selling and distribution expenses, research and development expenses and administrative expenses related to going concern.</p><p><img src=\"https://static.tigerbbs.com/7ae57878256177f384fa6f1f7336dc10\" tg-width=\"667\" tg-height=\"810\" referrerpolicy=\"no-referrer\"></p><p>In addition, it will continue to incur significant losses in 2021 as the Company continues to invest heavily in research and development activities to expand the development of product candidates and seek regulatory approvals for product candidates.</p><p>According to the announcement, the company has entered into cornerstone investment agreements with 12 cornerstone investors, and the cornerstone investors have agreed to subscribe for a certain number of offer shares that can be purchased at a total amount of US$145 million at the offer price, subject to certain conditions.</p><p>To the best knowledge of the Company, except for AIHC, Cormorant, Hudson Bay, Lake Bleu Prime and Octagon, which are existing shareholders of the Company or their close associates, each of the Cornerstone Investors is an Independent Third Party and is not a connected person of the Company. Among them, Gaoling Fund, L.P. and YHG Investment, L.P., Fidelity International Lake Bleu Prime, Boyu Capital Opportunity Master Fund, AIHC Master Fund, Hudson Bay and Snow Lake Fund The subscription amounts were US$30 million, US$20 million, US$20 million, US$16 million, US$16 million, US$10 million and US$10 million, respectively.</p><p><img src=\"https://static.tigerbbs.com/9817ed27c529206fe64fd47ee9d9ddd2\" tg-width=\"610\" tg-height=\"726\" referrerpolicy=\"no-referrer\"></p><p>Assuming the Over-allotment Option is not exercised and assuming an Offer Price of HK$41.25 per Share, the net raise from the Global Offering would be approximately HK$2,314 million. Approximately 12.5% will be allocated to the ongoing research and development, production and commercialization of Jiaolong intracranial thrombectomy stents; Approximately 24.5% will be allocated to the ongoing research and development, production and commercialization of the core product Ultrafree DCB; Approximately 11.0% will be allocated to the ongoing research and development, production and commercialization of the other 5 major products; Approximately 40.0% will be allocated to the other 38 products and pipeline pipeline in order to develop the product portfolio to provide a full line of solutions. approximately 3.0% will be allocated to further upgrade of research and development facilities; Approximately 4.0% is allocated for potential strategic acquisitions, investments, licensing or cooperation; and approximately 5.0% will be used for working capital and general corporate purposes.</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>Guichuang Tongqiao-B is offering today, with a first-hand entry fee of approximately HK$21565.15</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\">\nGuichuang Tongqiao-B is offering today, with a first-hand entry fee of approximately HK$21565.15\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\">2021-06-22 09:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>June 22nd,<a href=\"https://laohu8.com/S/02190\">Guichuang Tongqiao-B</a>The Hong Kong Stock Exchange announced that the Company planned to offer 60 million H shares globally from 22 to 25 June 2021, with the Hong Kong Public Offering accounting for 10%, the International Offering accounting for 90%, and an over-allotment option of 15%. The shares are expected to be listed on the Main Board of the Stock Exchange on 5 July 2021 at a board lot of 500 shares of HK$39.8-HK$42.7 per share with Morgan Stanley and CITIC Securities as joint sponsors.</p><p><b>Tiger Trade will open for subscription at 11:30 [</b><a href=\"https://www-web.itiger.com/mi/ipo/index/hk/listing\" target=\"_blank\"><b>Purchase portal</b></a><b>】</b></p><p><img src=\"https://static.tigerbbs.com/5ccb18cb1738a92a6923b389fc572338\" tg-width=\"845\" tg-height=\"754\" referrerpolicy=\"no-referrer\"></p><p><b>Subscription ladder:</b></p><p>Each lot of 500 shares, the entrance fee is HK$21565.15.</p><p>The threshold of Group B is 200,000 shares, and the funds required for subscription are about HK$ 8626,057.58.</p><p><img src=\"https://static.tigerbbs.com/5b4abbd517a0577df2659dfacaca93e3\" tg-width=\"869\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p>In terms of the company's comprehensive product portfolio, the company is a leader in the neural and peripheral vascular interventional medical device market in China. As an integrated medical device company supported by independent R&D and manufacturing capabilities, proprietary technology platform and commercialization capabilities with proven track record, and led by an experienced management team, the Company provides medical devices for the treatment and response of neurological and peripheral vascular diseases to doctors and patients in China and overseas. The company's current treatment areas include acute ischemic stroke (AIS), intracranial aneurysms, carotid stenosis, peripheral arterial and venous diseases, and dialysis-related diseases.</p><p>With 22 approved products and product candidates, the company has the most comprehensive portfolio of peripheral vascular interventions among domestic players in China, covering a full range of arterial and venous products including stents, balloons, catheters and filters, according to Frost & Sullivan. In addition, the company's product portfolio also includes two product candidates for vascular closure devices, making the company the first medical device company in China to develop product candidates for vascular closure devices. Since its establishment in 2012, the company has systematically and comprehensively developed 45 products and product candidates, covering the neural and peripheral vascular device market and the vascular closure device market, all of which are characterized by serious insufficient penetration rate and rapid development. The company's two core products are Jiaolong intracranial thrombectomy stent and UltrafreeTM drug-eluting PTA balloon dilatation catheter (Ultrafree DCB). These two core products have been commercialized in China, and the company is further developing these two core products.</p><p>According to the financial information, in 2019 and 2020, revenue was RMB4.917 million and RMB27.631 million, respectively; Net losses amounted to approximately RMB66.647 million and RMB100 million, respectively. Substantially all of the operating loss was attributable to the costs incurred by the Company's selling and distribution expenses, research and development expenses and administrative expenses related to going concern.</p><p><img src=\"https://static.tigerbbs.com/7ae57878256177f384fa6f1f7336dc10\" tg-width=\"667\" tg-height=\"810\" referrerpolicy=\"no-referrer\"></p><p>In addition, it will continue to incur significant losses in 2021 as the Company continues to invest heavily in research and development activities to expand the development of product candidates and seek regulatory approvals for product candidates.</p><p>According to the announcement, the company has entered into cornerstone investment agreements with 12 cornerstone investors, and the cornerstone investors have agreed to subscribe for a certain number of offer shares that can be purchased at a total amount of US$145 million at the offer price, subject to certain conditions.</p><p>To the best knowledge of the Company, except for AIHC, Cormorant, Hudson Bay, Lake Bleu Prime and Octagon, which are existing shareholders of the Company or their close associates, each of the Cornerstone Investors is an Independent Third Party and is not a connected person of the Company. Among them, Gaoling Fund, L.P. and YHG Investment, L.P., Fidelity International Lake Bleu Prime, Boyu Capital Opportunity Master Fund, AIHC Master Fund, Hudson Bay and Snow Lake Fund The subscription amounts were US$30 million, US$20 million, US$20 million, US$16 million, US$16 million, US$10 million and US$10 million, respectively.</p><p><img src=\"https://static.tigerbbs.com/9817ed27c529206fe64fd47ee9d9ddd2\" tg-width=\"610\" tg-height=\"726\" referrerpolicy=\"no-referrer\"></p><p>Assuming the Over-allotment Option is not exercised and assuming an Offer Price of HK$41.25 per Share, the net raise from the Global Offering would be approximately HK$2,314 million. Approximately 12.5% will be allocated to the ongoing research and development, production and commercialization of Jiaolong intracranial thrombectomy stents; Approximately 24.5% will be allocated to the ongoing research and development, production and commercialization of the core product Ultrafree DCB; Approximately 11.0% will be allocated to the ongoing research and development, production and commercialization of the other 5 major products; Approximately 40.0% will be allocated to the other 38 products and pipeline pipeline in order to develop the product portfolio to provide a full line of solutions. approximately 3.0% will be allocated to further upgrade of research and development facilities; Approximately 4.0% is allocated for potential strategic acquisitions, investments, licensing or cooperation; and approximately 5.0% will be used for working capital and general corporate purposes.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02190":"归创通桥"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175917752","content_text":"6月22日讯，归创通桥-B港交所公告，公司于2021年6月22日-25日招股，拟全球发售6000万股H股，香港公开发售占10%，国际发售占90%，另有15%超额配股权。每股39.8-42.7港元，每手500股，摩根士丹利及中信证券为联席保荐人，预期股份将于2021年7月5日于联交所主板挂牌上市。\nTiger Trade将于11:30开放申购【申购入口】\n\n申购阶梯：\n每手500股，入场费21565.15港元。\n乙组门槛为20万股，申购所需资金约8626057.58港元。\n\n就公司全面的产品组合而言，公司是中国神经和外周血管介入医疗器械市场的领导者。作为一家以自主研发及制造能力、专有技术平台及经良好往绩记录证实的商业化能力为支撑，并由经验丰富的管理团队带领的综合医疗器械公司，公司为中国及海外的医生和患者提供治疗及应对神经和外周血管疾病的医疗器械。公司目前的治疗领域包括急性缺血性脑卒中(AIS)、颅内动脉瘤、颈动脉狭窄、外周动脉和静脉疾病及透析相关疾病。\n根据弗若斯特沙利文的资料，公司拥有22款获批产品及候选产品，在中国的国内参与者中，公司拥有最全面的外周血管介入产品组合，涵盖支架、球囊、导管和滤器等全系列动脉和静脉产品。此外，公司的产品组合亦包括两款血管闭合装置候选产品，使公司成为国内首家开发出血管闭合装置候选产品的医疗器械公司。自2012年创立以来，公司已系统、全面地开发出45款产品及候选产品组合，涵盖神经及外周血管器械市场及血管闭合装置市场，这些市场都存在渗透率严重不足且发展迅速的特点。公司的两款核心产品是蛟龙颅内取栓支架和UltrafreeTM药物洗脱PTA球囊扩张导管(Ultrafree DCB)，这两款核心产品已在中国实现商业化，且公司正在对这两款核心产品展开进一步研发。\n财务资料显示，于2019年及2020年，实现收入分别为人民币491.7万元及2763.1万元;净亏损分别为约人民币6664.7万元及1亿元。经营亏损的绝大部分是由公司的销售及分销开支、研发开支以及与持续经营相关的行政开支所产生的成本所致。\n\n此外，将于2021年继续产生巨额亏损，原因是公司继续大力投资研发活动，以扩大对候选产品的开发及寻求候选产品的监管批准。\n公告称，公司已与12位基石投资者订立基石投资协议，基石投资者已同意在若干条件的规限下，按发售价认购以总金额1.45亿美元可购买的一定数目的发售股份。\n据公司所深知，除AIHC、Cormorant、Hudson Bay、Lake Bleu Prime及 Octagon均为公司现有股东或彼等的紧密联系人外，各基石投资者均为独立第三方且并非公司的关联人士。其中，Gaoling Fund, L.P.及 YHG Investment, L.P、富达国际、Lake Bleu Prime、Boyu Capital Opportunity Master Fund、AIHC Master Fund 、Hudson Bay及Snow Lake Fund认购额分别为3000万美元、2000万美元、2000万美元、1600万美元、1600万美元、1000万美元及1000万美元。\n\n假设超额配售权未获行使且假设发售价为每股股份41.25港元，全球发售净筹约23.14亿港元。约12.5%将被分配予蛟龙颅内取栓支架的持续研发、生产及商业化;约24.5%将被分配予核心产品Ultrafree DCB的持续研发、生产及商业化; 约11.0%将被分配予其他5款主要产品的持续研发、生产及商业化;约40.0%将被分配予其他38款产品及在研管线，以便开发产品组合以提供全线解决方案。约3.0%将分配予进一步升级研发设施;约4.0%被分配用于潜在战略收购、投资、授权引进或合作;及约5.0%将用于营运资金及一般公司用途。","news_type":1,"symbols_score_info":{"02190":0.9}},"isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120124565,"gmtCreate":1624316400957,"gmtModify":1703833071809,"author":{"id":"3573590740316799","authorId":"3573590740316799","name":"Momocha","avatar":"https://static.tigerbbs.com/710b9716c168d2b6e0343598150cf97c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573590740316799","idStr":"3573590740316799"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120124565","repostId":"1131452883","repostType":4,"repost":{"id":"1131452883","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":1624290305,"share":"https://ttm.financial/m/news/1131452883?lang=en_US&edition=fundamental","pubTime":"2021-06-21 23:45","market":"us","language":"zh","title":"Spark Thinking Submits IPO Application in the United States, Revenue Grows 202.7% in the First Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1131452883","media":"老虎资讯综合","summary":"据美国证券交易委员会文件：火花思维教育科技公司提交在美IPO申请，拟筹资达1亿美元，寻求在纳斯达克上市，股票代码为SPRK。\n招股书显示，火花思维2019年营收为1.95亿元，2020年营收为11.7","content":"<p>According to U.S. Securities and Exchange Commission filings: Spark Thinking Education Technology Company submitted an IPO application in the United States, intending to raise $100 million, and seeking to list on Nasdaq under the stock symbol SPRK.</p><p>According to the prospectus, the revenue of Spark Thinking in 2019 was 195 million yuan, and the revenue in 2020 was 1.174 billion yuan, a year-on-year increase of 502.1%; Spark Thinking had a net loss of 771 million yuan in 2019, 952 million yuan in 2020, and an accumulated loss of 1.723 billion yuan in the past two years.</p><p>In the first quarter ended March 31, the revenue of Spark Thinking was 454 million yuan, a year-on-year increase of 202.7%. In the first quarter, the net loss of Spark Thinking was 374 million yuan, an increase of 78.95% compared with the first quarter of 2020.</p><p>The loss was mainly attributable to the rapid growth in selling and marketing expenses. According to the prospectus, in 2019, the sales and marketing expenses, R&D expenses and general administrative expenses of Spark Thinking were 236 million yuan, 240 million yuan and 128 million yuan respectively; In 2020, these three expenditures were 798 million yuan, 327 million yuan and 178 million yuan, respectively.</p><p>In the first quarter of 2021, the sales and marketing expenses of Spark Thinking were 343 million yuan, representing a year-on-year increase of 203.5% over the first quarter of 2020. R&D investment was 144 million yuan, representing a year-on-year increase of 107.7% over the first quarter of 2020.</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>Spark Thinking Submits IPO Application in the United States, Revenue Grows 202.7% in the First Quarter</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\">\nSpark Thinking Submits IPO Application in the United States, Revenue Grows 202.7% in the First Quarter\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\">2021-06-21 23:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>According to U.S. Securities and Exchange Commission filings: Spark Thinking Education Technology Company submitted an IPO application in the United States, intending to raise $100 million, and seeking to list on Nasdaq under the stock symbol SPRK.</p><p>According to the prospectus, the revenue of Spark Thinking in 2019 was 195 million yuan, and the revenue in 2020 was 1.174 billion yuan, a year-on-year increase of 502.1%; Spark Thinking had a net loss of 771 million yuan in 2019, 952 million yuan in 2020, and an accumulated loss of 1.723 billion yuan in the past two years.</p><p>In the first quarter ended March 31, the revenue of Spark Thinking was 454 million yuan, a year-on-year increase of 202.7%. In the first quarter, the net loss of Spark Thinking was 374 million yuan, an increase of 78.95% compared with the first quarter of 2020.</p><p>The loss was mainly attributable to the rapid growth in selling and marketing expenses. According to the prospectus, in 2019, the sales and marketing expenses, R&D expenses and general administrative expenses of Spark Thinking were 236 million yuan, 240 million yuan and 128 million yuan respectively; In 2020, these three expenditures were 798 million yuan, 327 million yuan and 178 million yuan, respectively.</p><p>In the first quarter of 2021, the sales and marketing expenses of Spark Thinking were 343 million yuan, representing a year-on-year increase of 203.5% over the first quarter of 2020. R&D investment was 144 million yuan, representing a year-on-year increase of 107.7% over the first quarter of 2020.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7186383295e35dbeed76b7df4bae0d3b","relate_stocks":{".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131452883","content_text":"据美国证券交易委员会文件：火花思维教育科技公司提交在美IPO申请，拟筹资达1亿美元，寻求在纳斯达克上市，股票代码为SPRK。\n招股书显示，火花思维2019年营收为1.95亿元，2020年营收为11.74亿元，年比增幅为502.1%；火花思维在2019年的净亏损为7.71亿元，2020年净亏损9.52亿元，近两年累计亏损17.23亿元。\n截止3月31日的第一季度，火花思维营收为4.54亿元，同比增长202.7%。一季度，火花思维净亏损为3.74亿元，同比2020年第一季度扩大78.95%。\n亏损主要来自于销售及市场营销费用支出的快速增长。招股书显示，2019年火花思维的销售及市场营销费用、研发费用和一般行政管理支出费用分别是2.36亿元、2.4亿元及1.28亿元；2020年，这三项支出分别是7.98亿元、3.27亿元和1.78亿元。\n2021年第一季度，火花思维的销售及市场营销费用支出为3.43亿元，同比2020年第一季度增长203.5%。研发投入为1.44亿元，同比2020年第一季度增长107.7%。","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167708879,"gmtCreate":1624283738891,"gmtModify":1703832428689,"author":{"id":"3573590740316799","authorId":"3573590740316799","name":"Momocha","avatar":"https://static.tigerbbs.com/710b9716c168d2b6e0343598150cf97c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573590740316799","idStr":"3573590740316799"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167708879","repostId":"1167576320","repostType":4,"repost":{"id":"1167576320","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":1624282140,"share":"https://ttm.financial/m/news/1167576320?lang=en_US&edition=fundamental","pubTime":"2021-06-21 21:29","market":"us","language":"zh","title":"Opening: U.S. stocks opened higher across the board, and the concept of U.S. infrastructure rose generally","url":"https://stock-news.laohu8.com/highlight/detail?id=1167576320","media":"老虎资讯综合","summary":"6月21日（周一），道琼斯指数开盘上涨231.15点，涨幅0.69%，报33521.23点；纳斯达克综合指数开盘上涨29.05点，涨幅0.21%，报14059.42点；标普500指数开盘上涨20.07","content":"<p>On Monday, June 21st, the Dow Jones index opened up 231.15 points, or 0.69%, at 33,521.23 points; The Nasdaq Composite Index opened up 29.05 points, or 0.21%, at 14,059.42; The S&P 500 opened up 20.07 points, or 0.48%, at 4,186.52.</p><p><img src=\"https://static.tigerbbs.com/8737771515cfb344cbc10cfa8fecbe51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>US infrastructure stocks strengthened at the beginning of the session,<a href=\"https://laohu8.com/S/X\">U.S. Steel</a>up 3.65%,<a href=\"https://laohu8.com/S/CAT\">Caterpillar</a>up 2.38%,<a href=\"https://laohu8.com/S/OSN\">Aosheng Innovation</a>up 1.74%.</p><p>Most blockchain stocks fell,<a href=\"https://laohu8.com/S/BTCM\">Bit Mining</a>fell by more than 9%,<a href=\"https://laohu8.com/S/EBON\">EBON INTERNATIONAL</a>fell by more than 8%,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>It fell more than 4%, and Riot Blockchain fell more than 3%. previously<a href=\"https://laohu8.com/S/601398\">ICBC</a>、<a href=\"https://laohu8.com/S/601288\">Agricultural Bank</a>、<a href=\"https://laohu8.com/S/601939\">China Construction Bank</a>Alipay (China), etc. have issued announcements banning virtual currency transactions such as Bitcoin.</p><p>China education stocks generally fell,<a href=\"https://laohu8.com/S/TAL\">TAL</a>fell by more than 5%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>It fell by more than 3%,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>down 2.39%.</p><p>US new energy vehicle stocks fell,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>down 6.65%,<a href=\"https://laohu8.com/S/FSR\">Fisker</a>down 4.25%,<a href=\"https://laohu8.com/S/TSP\">TuSimple</a>down 3.8%,<a href=\"https://laohu8.com/S/NKLA\">Nikola</a>down 3.57%,<a href=\"https://laohu8.com/S/NIO\">Nio Motors</a>down 3.2%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>It fell by more than 2%.</p><p><a href=\"https://laohu8.com/S/LDL\">Laidl</a>Surging more than 80%, Unifrax, a supplier of high-performance specialty materials owned by Clearlake Capital, will acquire it for $62.10/share<a href=\"https://laohu8.com/S/LDL\">Laidl</a>。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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The Nasdaq Composite Index opened up 29.05 points, or 0.21%, at 14,059.42; The S&P 500 opened up 20.07 points, or 0.48%, at 4,186.52.</p><p><img src=\"https://static.tigerbbs.com/8737771515cfb344cbc10cfa8fecbe51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>US infrastructure stocks strengthened at the beginning of the session,<a href=\"https://laohu8.com/S/X\">U.S. Steel</a>up 3.65%,<a href=\"https://laohu8.com/S/CAT\">Caterpillar</a>up 2.38%,<a href=\"https://laohu8.com/S/OSN\">Aosheng Innovation</a>up 1.74%.</p><p>Most blockchain stocks fell,<a href=\"https://laohu8.com/S/BTCM\">Bit Mining</a>fell by more than 9%,<a href=\"https://laohu8.com/S/EBON\">EBON INTERNATIONAL</a>fell by more than 8%,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>It fell more than 4%, and Riot Blockchain fell more than 3%. previously<a href=\"https://laohu8.com/S/601398\">ICBC</a>、<a href=\"https://laohu8.com/S/601288\">Agricultural Bank</a>、<a href=\"https://laohu8.com/S/601939\">China Construction Bank</a>Alipay (China), etc. have issued announcements banning virtual currency transactions such as Bitcoin.</p><p>China education stocks generally fell,<a href=\"https://laohu8.com/S/TAL\">TAL</a>fell by more than 5%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>It fell by more than 3%,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>down 2.39%.</p><p>US new energy vehicle stocks fell,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>down 6.65%,<a href=\"https://laohu8.com/S/FSR\">Fisker</a>down 4.25%,<a href=\"https://laohu8.com/S/TSP\">TuSimple</a>down 3.8%,<a href=\"https://laohu8.com/S/NKLA\">Nikola</a>down 3.57%,<a href=\"https://laohu8.com/S/NIO\">Nio Motors</a>down 3.2%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/NIU\">Mavericks Electric</a>It fell by more than 2%.</p><p><a href=\"https://laohu8.com/S/LDL\">Laidl</a>Surging more than 80%, Unifrax, a supplier of high-performance specialty materials owned by Clearlake Capital, will acquire it for $62.10/share<a href=\"https://laohu8.com/S/LDL\">Laidl</a>。</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167576320","content_text":"6月21日（周一），道琼斯指数开盘上涨231.15点，涨幅0.69%，报33521.23点；纳斯达克综合指数开盘上涨29.05点，涨幅0.21%，报14059.42点；标普500指数开盘上涨20.07点，涨幅0.48%，报4186.52点。\n\n美国基建股盘初走强，美国钢铁涨3.65%，卡特彼勒涨2.38%，奥盛创新涨1.74%。\n区块链股多数下挫，比特矿业跌超9%、亿邦国际跌超8%、嘉楠科技跌超4%、Riot Blockchain跌超3%。此前工商银行、农业银行、建设银行、支付宝（中国）等纷纷发表公告禁止开展比特币等虚拟货币交易。\n中概教育股普跌，好未来跌超5%，新东方跌超3%，高途跌2.39%。\n美股新能源车股走低，小鹏汽车跌6.65%，Fisker跌4.25%，图森未来跌3.8%，Nikola跌3.57%，蔚来汽车跌3.2%，理想汽车、小牛电动跌超2%。\n莱德尔大涨超80%， Clearlake Capital旗下高性能特种材料供应商Unifrax将以以62.10美元/股的价格收购莱德尔。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167534755,"gmtCreate":1624276298577,"gmtModify":1703832175786,"author":{"id":"3573590740316799","authorId":"3573590740316799","name":"Momocha","avatar":"https://static.tigerbbs.com/710b9716c168d2b6e0343598150cf97c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573590740316799","idStr":"3573590740316799"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167534755","repostId":"1169694875","repostType":4,"repost":{"id":"1169694875","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1624271475,"share":"https://ttm.financial/m/news/1169694875?lang=en_US&edition=fundamental","pubTime":"2021-06-21 18:31","market":"sh","language":"zh","title":"The high point is nearly 30% in pullback/retracement. Can China Duty Free still hold up?","url":"https://stock-news.laohu8.com/highlight/detail?id=1169694875","media":"格隆汇投资学苑","summary":"稳住，别慌\n\n有人说，前四十年发展快车道看深圳；三十年前快车道看上海浦东；而未来二十年的快车道必定看海南。\n1988年，在中国改革开放进入第十个年头之际，海南岛脱离广东成为中国第31个省级行政区。原本","content":"<p>Stable, don't panic. Some people say that in the first 40 years, look at Shenzhen in the fast lane of development; Thirty years ago, the fast lane looked at Shanghai Pudong; The fast lane in the next 20 years must look at Hainan.</p><p>In 1988, when China entered its tenth year of reform and opening up, Hainan Island separated from Guangdong and became China's 31st provincial administrative region. Haikou, a small coastal city with a population of only 300,000, has become the capital of China's largest special economic zone.</p><p>Thirty years later, a major benefit finally landed,<b>Hainan has been elevated to a new historical status.</b></p><p>The State Council issued the Overall Plan for the Construction of Hainan Free Trade Port in June 2020, announcing the construction of a free trade port in Hainan,<b>Among them, the tax-free shopping limit of individuals will be raised from 30,000 yuan to 100,000 yuan.</b></p><p><img src=\"https://static.tigerbbs.com/649de21d30cd569246580a2abcc4861c\" tg-width=\"443\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>As a duty-free giant in Hainan,<a href=\"https://laohu8.com/S/601888\">China Duty Free</a>And also ushered in spring. Within 8 months (as of February this year), the share price rose by more than 280%, reaching a maximum of 403.78 yuan/share.</p><p><b>1. China Duty Free, which won the top spot</b></p><p>The spring breeze of policy has brought benefits to Hainan, and at the same time, it has brought spring to Hainan's largest industry-duty-free industry. From the data point of view, within six months after the implementation of the policy, the average daily sales of Hainan Free Trade Port exceeded 120 million yuan, a year-on-year increase of more than twice.<b>In 2020, the total duty-free sales of Hainan's outlying islands (including repurchases from outlying islands) reached 32.5 billion yuan.</b></p><p>According to the normal data before the epidemic, among the operating income rankings of global duty-free merchants in 2019, among them, the latest establishment time and the relatively disadvantaged scale, channels and operations<b>China Duty Free ranks fourth with revenue of 6.1 billion euros, far higher than well-known duty-free operators such as DFS.</b></p><p>In the third quarter of 2020, with the global tourism industry and consumption severely hit, the domestic epidemic situation was gradually under control, coupled with the favorable tax exemption policy, China Duty Free surpassed the top three Dufry, Lotte and Silla in revenue in the third quarter, with revenue of US$2.43 billion.<b>Become the world's largest duty-free operator.</b></p><p><img src=\"https://static.tigerbbs.com/86f357ca03c0f3549943fa71e0b8958e\" tg-width=\"336\" tg-height=\"178\" referrerpolicy=\"no-referrer\"></p><p>(2020 Global Duty Exempt Operating Revenue)</p><p><b>In the domestic market, China Duty Free is indeed a pioneer, enclosing land and opening duty-free shops in Hainan early.</b>Before 2020, four duty-free shops in outlying islands have been opened in Hainan, and they occupy two superior geographical locations: transportation hub and commercial center respectively.</p><p>And among the eight enterprises with duty-free licenses in China, two are directly related to China Duty Free. Rishang Duty Free Bank has been acquired by China Duty Free, and Haitu has also been injected into China Duty Free. With the blessing of this segment, China Duty Free has achieved more than 90% of the market share in 2020.</p><p>Therefore,<b>As the absolute leader of the domestic duty-free industry and the only A-share listed company with duty-free business as its main business, China Duty Free has been strongly sought after by capital</b>China Duty Free has become one of the heavyweight stocks of Public Offering of Fund in 2020.</p><p>Under the influence of multiple factors, the share price of China Duty Free has skyrocketed, jumping from less than 100 yuan in June 2020 to a peak of 400 yuan in February 2021.</p><p><b>2. The growth rate is less than expected</b></p><p>At the end of 2020, with the support of policies, other duty-free businesses such as Shentu, Haifa Control and Hailutou also opened outlying island duty-free shops in Hainan, quietly changing the situation that China Duty Free stands out in the domestic duty-free market.<b>The completion of more duty-free shops in the future will also dilute the market share of more than 90% of China Duty Free to about 70%.</b></p><p>At the same time, many enterprises have launched a \"grab\" for the ninth duty-free \"gold medal\". Although it will not have an impact in the short term, the duty-free market is very attractive to enterprises, and more latecomers will enter the game.</p><p>In fact, it can be seen from the stock price trend that the stock price of China Duty Free dropped rapidly after the opening of the market after the year, diving by nearly 30% in 20 days. In addition to the impact of the overall market fluctuation after the year,<b>However, another important reason is that its performance has not provided strong support for the stock price.</b></p><p>On April 13th, China Duty Free released its first quarter results, achieving a total revenue of 18.134 billion yuan, a year-on-year increase of 127.48%; Realized a net profit of 2.849 billion yuan, compared with a loss of 21.86 million yuan in the same period of last year; Operating profit was RMB4.458 billion, representing an increase of RMB4.776 billion over the same period of last year.</p><p>In terms of numbers,<b>This performance is indeed good, but the vertical contrast growth rate is not impressive. Affected by this, the stock price dropped directly on the same day.</b></p><p>In the first quarter of 2021, China Duty Free achieved high performance growth, but this high year-on-year growth was on top of the low base of the worst period of the pandemic in the same period last year. And compared with the operating profit of 3.355 billion yuan in the first quarter of 2019, China Duty Free increased by only 33% in the first quarter of this year, far lower than the profit growth rate of 101% in the same period of 2019.</p><p><img src=\"https://static.tigerbbs.com/f22d7da2607644452287a74a43d54a67\" tg-width=\"554\" tg-height=\"123\" referrerpolicy=\"no-referrer\"></p><p>On the other hand, the growth of CDF's performance in 2020 was mainly affected by the strengthening of policy support performance in the fourth quarter. The operating income in the fourth quarter of 2020 was nearly 17.5 billion yuan, compared with 18.1 billion yuan in the first quarter of 2021, and its quarter-on-quarter growth rate is also showing a downward trend.</p><p>Affected by this, the share price of China Duty Free has been fluctuating in a box shape in recent months. In the past month, it has continued to fall, and it has a tendency to fall below the bottom of the box. It has dropped from 348 yuan/share at the end of May to 281 yuan/share now, a sharp drop of nearly 20%.</p><p><img src=\"https://static.tigerbbs.com/4bb555f087f9f31e7aeca397b8f2b409\" tg-width=\"417\" tg-height=\"290\" referrerpolicy=\"no-referrer\"></p><p><b>3. Summary</b></p><p>China Duty Free, which entered the market early, got the dividend of the policy by virtue of its leading status as the \"first duty-free share\", and achieved exponential growth in less than a year. However, this was not driven by performance growth, but mainly favored by institutional group capital.</p><p>From the recent rolling P/E of China Duty Free, it can be seen that although the funds flow from high valuation to low valuation and the overall market correction, the valuation of China Duty Free is still at a high level of historical average. However, it can also be seen that with the pullback/retracement of the stock price in the past two months, its high valuation is gradually being digested.</p><p><img src=\"https://static.tigerbbs.com/75e76a0fc369946bb6c7636e557c331c\" tg-width=\"554\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>However, in the long run, with the popularization of vaccination, people's willingness to travel is gradually recovering. Coupled with the continuous stimulation of the tax-free policy dividend in outlying islands,<b>The market size of the duty-free industry will still maintain a high growth rate in the next few years.</b></p><p>As the absolute leader of the duty-free industry at present, China's performance will continue to grow, and investors can wait for the right batting zone.</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>The high point is nearly 30% in pullback/retracement. Can China Duty Free still hold up?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe high point is nearly 30% in pullback/retracement. Can China Duty Free still hold up?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2021-06-21 18:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stable, don't panic. Some people say that in the first 40 years, look at Shenzhen in the fast lane of development; Thirty years ago, the fast lane looked at Shanghai Pudong; The fast lane in the next 20 years must look at Hainan.</p><p>In 1988, when China entered its tenth year of reform and opening up, Hainan Island separated from Guangdong and became China's 31st provincial administrative region. Haikou, a small coastal city with a population of only 300,000, has become the capital of China's largest special economic zone.</p><p>Thirty years later, a major benefit finally landed,<b>Hainan has been elevated to a new historical status.</b></p><p>The State Council issued the Overall Plan for the Construction of Hainan Free Trade Port in June 2020, announcing the construction of a free trade port in Hainan,<b>Among them, the tax-free shopping limit of individuals will be raised from 30,000 yuan to 100,000 yuan.</b></p><p><img src=\"https://static.tigerbbs.com/649de21d30cd569246580a2abcc4861c\" tg-width=\"443\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><p>As a duty-free giant in Hainan,<a href=\"https://laohu8.com/S/601888\">China Duty Free</a>And also ushered in spring. Within 8 months (as of February this year), the share price rose by more than 280%, reaching a maximum of 403.78 yuan/share.</p><p><b>1. China Duty Free, which won the top spot</b></p><p>The spring breeze of policy has brought benefits to Hainan, and at the same time, it has brought spring to Hainan's largest industry-duty-free industry. From the data point of view, within six months after the implementation of the policy, the average daily sales of Hainan Free Trade Port exceeded 120 million yuan, a year-on-year increase of more than twice.<b>In 2020, the total duty-free sales of Hainan's outlying islands (including repurchases from outlying islands) reached 32.5 billion yuan.</b></p><p>According to the normal data before the epidemic, among the operating income rankings of global duty-free merchants in 2019, among them, the latest establishment time and the relatively disadvantaged scale, channels and operations<b>China Duty Free ranks fourth with revenue of 6.1 billion euros, far higher than well-known duty-free operators such as DFS.</b></p><p>In the third quarter of 2020, with the global tourism industry and consumption severely hit, the domestic epidemic situation was gradually under control, coupled with the favorable tax exemption policy, China Duty Free surpassed the top three Dufry, Lotte and Silla in revenue in the third quarter, with revenue of US$2.43 billion.<b>Become the world's largest duty-free operator.</b></p><p><img src=\"https://static.tigerbbs.com/86f357ca03c0f3549943fa71e0b8958e\" tg-width=\"336\" tg-height=\"178\" referrerpolicy=\"no-referrer\"></p><p>(2020 Global Duty Exempt Operating Revenue)</p><p><b>In the domestic market, China Duty Free is indeed a pioneer, enclosing land and opening duty-free shops in Hainan early.</b>Before 2020, four duty-free shops in outlying islands have been opened in Hainan, and they occupy two superior geographical locations: transportation hub and commercial center respectively.</p><p>And among the eight enterprises with duty-free licenses in China, two are directly related to China Duty Free. Rishang Duty Free Bank has been acquired by China Duty Free, and Haitu has also been injected into China Duty Free. With the blessing of this segment, China Duty Free has achieved more than 90% of the market share in 2020.</p><p>Therefore,<b>As the absolute leader of the domestic duty-free industry and the only A-share listed company with duty-free business as its main business, China Duty Free has been strongly sought after by capital</b>China Duty Free has become one of the heavyweight stocks of Public Offering of Fund in 2020.</p><p>Under the influence of multiple factors, the share price of China Duty Free has skyrocketed, jumping from less than 100 yuan in June 2020 to a peak of 400 yuan in February 2021.</p><p><b>2. The growth rate is less than expected</b></p><p>At the end of 2020, with the support of policies, other duty-free businesses such as Shentu, Haifa Control and Hailutou also opened outlying island duty-free shops in Hainan, quietly changing the situation that China Duty Free stands out in the domestic duty-free market.<b>The completion of more duty-free shops in the future will also dilute the market share of more than 90% of China Duty Free to about 70%.</b></p><p>At the same time, many enterprises have launched a \"grab\" for the ninth duty-free \"gold medal\". Although it will not have an impact in the short term, the duty-free market is very attractive to enterprises, and more latecomers will enter the game.</p><p>In fact, it can be seen from the stock price trend that the stock price of China Duty Free dropped rapidly after the opening of the market after the year, diving by nearly 30% in 20 days. In addition to the impact of the overall market fluctuation after the year,<b>However, another important reason is that its performance has not provided strong support for the stock price.</b></p><p>On April 13th, China Duty Free released its first quarter results, achieving a total revenue of 18.134 billion yuan, a year-on-year increase of 127.48%; Realized a net profit of 2.849 billion yuan, compared with a loss of 21.86 million yuan in the same period of last year; Operating profit was RMB4.458 billion, representing an increase of RMB4.776 billion over the same period of last year.</p><p>In terms of numbers,<b>This performance is indeed good, but the vertical contrast growth rate is not impressive. Affected by this, the stock price dropped directly on the same day.</b></p><p>In the first quarter of 2021, China Duty Free achieved high performance growth, but this high year-on-year growth was on top of the low base of the worst period of the pandemic in the same period last year. And compared with the operating profit of 3.355 billion yuan in the first quarter of 2019, China Duty Free increased by only 33% in the first quarter of this year, far lower than the profit growth rate of 101% in the same period of 2019.</p><p><img src=\"https://static.tigerbbs.com/f22d7da2607644452287a74a43d54a67\" tg-width=\"554\" tg-height=\"123\" referrerpolicy=\"no-referrer\"></p><p>On the other hand, the growth of CDF's performance in 2020 was mainly affected by the strengthening of policy support performance in the fourth quarter. The operating income in the fourth quarter of 2020 was nearly 17.5 billion yuan, compared with 18.1 billion yuan in the first quarter of 2021, and its quarter-on-quarter growth rate is also showing a downward trend.</p><p>Affected by this, the share price of China Duty Free has been fluctuating in a box shape in recent months. In the past month, it has continued to fall, and it has a tendency to fall below the bottom of the box. It has dropped from 348 yuan/share at the end of May to 281 yuan/share now, a sharp drop of nearly 20%.</p><p><img src=\"https://static.tigerbbs.com/4bb555f087f9f31e7aeca397b8f2b409\" tg-width=\"417\" tg-height=\"290\" referrerpolicy=\"no-referrer\"></p><p><b>3. Summary</b></p><p>China Duty Free, which entered the market early, got the dividend of the policy by virtue of its leading status as the \"first duty-free share\", and achieved exponential growth in less than a year. However, this was not driven by performance growth, but mainly favored by institutional group capital.</p><p>From the recent rolling P/E of China Duty Free, it can be seen that although the funds flow from high valuation to low valuation and the overall market correction, the valuation of China Duty Free is still at a high level of historical average. However, it can also be seen that with the pullback/retracement of the stock price in the past two months, its high valuation is gradually being digested.</p><p><img src=\"https://static.tigerbbs.com/75e76a0fc369946bb6c7636e557c331c\" tg-width=\"554\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>However, in the long run, with the popularization of vaccination, people's willingness to travel is gradually recovering. Coupled with the continuous stimulation of the tax-free policy dividend in outlying islands,<b>The market size of the duty-free industry will still maintain a high growth rate in the next few years.</b></p><p>As the absolute leader of the duty-free industry at present, China's performance will continue to grow, and investors can wait for the right batting zone.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dde701c3294fae0b0a6e20ec22ac1c36","relate_stocks":{"601888":"中国中免"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169694875","content_text":"稳住，别慌\n\n有人说，前四十年发展快车道看深圳；三十年前快车道看上海浦东；而未来二十年的快车道必定看海南。\n1988年，在中国改革开放进入第十个年头之际，海南岛脱离广东成为中国第31个省级行政区。原本人口只有30万的海滨小城海口市一跃成为中国最大经济特区的首府。\n30年后，一项重大利好终于落地，海南被提升到了新的历史地位。\n国务院在2020年6月发布了《海南自由贸易港建设总体方案》，宣布在海南建设自由贸易港，其中将个人的免税购物限额从3万上调至10万元。\n\n作为海南免税业巨头的中国中免，也迎来了春天。8个月内（截至今年2月）股价涨幅超过280%，最高达403.78元/股。\n1、拔得头筹的中免\n政策的春风给海南吹来了利好，同时也给海南最大的产业——免税业带来了春天。从数据来看，政策实施后的半年内，海南自贸港日均销售额超1.2亿元，同比增长达2倍多，2020年全年海南离岛免税销售总额（含离岛补购）达到了325亿元。\n按照疫情前的正常数据来看，2019年全球免税商营业收入排行中，而其中成立时间最晚，规模、渠道和运营相对劣势的中国中免以61亿欧元的收入排名第四，远远高于DFS等知名免税商。\n而2020年的第三季度，在全球旅游业和消费受到剧烈打击的情形下，国内的疫情状况逐渐得到控制，再加之免税政策的利好，中国中免三季度营收一举超过前三名的Dufry、乐天和新罗，营收24.3亿美元，成为全球最大的免税运营商。\n\n（2020年度全球免税商营业收入）\n在国内市场中，中免确实是先行者，早早地在海南圈地、开免税店。2020年之前就已经在海南开设了4家离岛免税店，并分别占据了交通枢纽和商业中心两大优越的地理位置。\n且在国内拥有免税业牌照的八家企业中，有两家都与中免有着直接关系，日上免税行已被中免收购，而海兔也已经注入中免。在这一部分的加持下，中国中免在2020年的市场份额已超过90%。\n因此，中国中免作为国内免税行业的绝对龙头以及A股唯一一家以免税业务为主业的上市公司，受到了资本的大力追捧，公募基金集中抱团，中国中免成为了2020年公募基金的重仓股之一。\n在多重因素的影响下，中国中免的股价一路飞涨，从2020年6月的不足百元跃升至2021年2月最高点的400元。\n2、增速不及预期\n而2020年底，在政策的支持下，深兔、海发控、海旅投等其他免税商也在海南开设了离岛免税店，悄悄改变了中免在国内免税市场中一枝独秀的状况。未来更多免税店的建成也将把中免超过90%的市占率稀释至70%左右。\n与此同时，多家企业展开了对第9张免税“金牌”的“抢夺”，虽然短期内不会造成冲击，但是免税市场对企业的吸引力非常大，也会有更多的后来者入局。\n其实从股价走势中能看出，年后开盘之后中国中免的股价迅速回落，20天内跳水近30%。除了年后大盘整体波动的影响外，但还有一个重要的原因是其业绩却并未能为股价提供有力的支撑。\n4月13日中国中免发布一季度业绩，实现总营收181.34亿元，同比增长127.48%；实现净利润28.49亿元，上年同期亏损2186万元；营业利润44.58亿元，较上年同期增加47.76亿元。\n从数字上来看，这份业绩确实不错，但纵向对比增速并不可观，受此影响当日股价直接跌停。\n2021年一季度中国中免实现了业绩的高增长，但这个同比高增长是与去年同期疫情最严重的时期的低基数之上的。 且与2019年一季度33.55亿元的营业利润相比，中国中免今年一季度增长只有33%，远低于2019年同期101%的利润增速。\n\n且从另一个方面来看，中免2020年的业绩大增主要是受到四季度政策支持业绩走强的影响。2020年四季度的营业收入近175亿元，2021年一季度为181亿元，其环比增速也在呈下降趋势。\n受此影响，中国中免近几个月的股价一直呈箱式震荡，近一个月以来更是持续下跌，且有跌破箱底的趋势，从五月底的348元/股下跌至现在的281元/股，大跌了近20%。\n\n3、总结\n早早入场的中国中免的凭借着“免税第一股”的龙头身份吃到了政策的红利，在不到一年的时间内实现了成倍的增长，但这非来自于业绩增长的推动，主要是受到机构抱团资本的青睐。\n从中国中免近期的滚动市盈率就可以看到，尽管是在资金从高估值流向低估值，大盘整体回调的情况下，中免的估值却仍处在历史的平均水平的高位。不过也能看到，随着近两个月股价的回撤，其高估值也在逐渐被消化。\n\n但长远来看，随着疫苗的接种的普及，人们的旅游意愿也在逐渐恢复，再加上离岛免税政策红利的持续刺激下，免税业这一赛道的市场规模在未来几年仍会保持高增速的态势。\n而中国中免作为目前免税行业的绝对龙头，其业绩仍会持续增长，投资者可以静候合适的击球区。","news_type":1,"symbols_score_info":{"601888":0.9}},"isVote":1,"tweetType":1,"viewCount":3109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165839610,"gmtCreate":1624113933230,"gmtModify":1703828991502,"author":{"id":"3573590740316799","authorId":"3573590740316799","name":"Momocha","avatar":"https://static.tigerbbs.com/710b9716c168d2b6e0343598150cf97c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573590740316799","idStr":"3573590740316799"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165839610","repostId":"2144670555","repostType":4,"repost":{"id":"2144670555","kind":"highlight","pubTimestamp":1624101724,"share":"https://ttm.financial/m/news/2144670555?lang=en_US&edition=fundamental","pubTime":"2021-06-19 19:22","market":"us","language":"zh","title":"Goldman Sachs Singing Bullish Gold Again as the Fed Turns Hawk: Excellent Defensive Variety","url":"https://stock-news.laohu8.com/highlight/detail?id=2144670555","media":"华尔街见闻","summary":"受美联储政策决议影响，本周多个市场剧烈波动，黄金大跌，但高盛表示继续看好黄金后市，并预测未来几周内黄金价格将出现上行逆转。","content":"<p><html><body>Gold plummeted this week after the Fed's unexpected hawking, but<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>But insist on the bullish position unchanged.</p><p>The price of gold fell more than 6% this week, the biggest weekly decline since March 2020.</p><p><img src=\"https://wpimg.wallstcn.com/7bfee0f9-fe40-428e-9f7a-b3fd14de302f.png\"/></p><p>The price of gold once reached an all-time high of US$2,075.47/oz on August 7, 2020, surpassing the earlier high of US$1,920.3/oz on September 6, 2011, but it has never broken through this high since then, and has been below the price of US$2,000/oz for a long time.</p><p>At this time, Goldman Sachs said that the price of gold will see an upward reversal in the coming weeks. One of its studies said:</p><p><span>In the previous inflation scenario, gold has not seen strong growth, which may mean that there is limited demand for gold, either as a defensive asset or as an inflation hedge.</span></p><p><span>But that's not the case, for two reasons.</span></p><p><span>First, as we interest rate strategists have pointed out, the current 10-year breakeven inflation rate, looks too low compared to the inflation path predicted by our economists.</span><span>In fact, this means little to no inflation risk premium for years to come.</span></p><p><span>Second, if the Fed's expectations of short-term inflation materialize, rate hike will begin to act as an unnecessary headwind to global recovery, hurting economic growth expectations and raising the defensive value of gold.</span></p><p>In addition, for the commodity and crude oil markets, Goldman Sachs also said:</p><p>Commodity prices have seen a recent decline due to the Federal Reserve's decision to advance its rate hike forecast to 2023, which is a buying opportunity for investors. The bullish commodity argument is neither about inflation risk nor about forward-looking Fed guidance. It's about scarcity and strong real demand.</p><p>In response to strong demand growth<a href=\"https://laohu8.com/S/00001\">Changhe</a>Consideration of inelastic supply, we believe the resulting physical scarcity will likely push Brent crude oil prices to an average of $80 in the third quarter and could surge above that level.</p><p>In addition, Goldman Sachs also expressed the views of Bitcoin.</p><p>With the rapid price rise in Bitcoin since last year, more and more people call it \"digital gold\".</p><p>Goldman Sachs disagrees. Jeff Currie, head of commodities research, said during an appearance on CNBC's Squawk Box Europe on Tuesday:</p><p>While both gold and cryptocurrencies are seen as hedges against rising prices, cryptocurrencies are not a substitute for gold, but more like copper.</p><p>Gold is often seen as a safe haven asset, but Bitcoin and copper are both seen as risky assets. Cryptocurrencies are an alternative to risk-based inflation hedges, not risk-averse inflation hedges.</p><p>Different from the situation that the price of gold began to weaken since it reached a new historical high last year, Bitcoin reached an all-time high of $18,000 in December 2017 in November 2020, and then continued to break through after a short correction, and finally rose to an all-time high of $64,000/piece in April this year.</p><p><img src=\"https://wpimg.wallstcn.com/96db662a-7eb2-4689-a725-d1720ef161a0.png\"/></p><p>As of this publication, Bitcoin fell below $36,000, down more than 40% from its April high.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs Singing Bullish Gold Again as the Fed Turns Hawk: Excellent Defensive Variety</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\">\nGoldman Sachs Singing Bullish Gold Again as the Fed Turns Hawk: Excellent Defensive Variety\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-19 19:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>Gold plummeted this week after the Fed's unexpected hawking, but<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>But insist on the bullish position unchanged.</p><p>The price of gold fell more than 6% this week, the biggest weekly decline since March 2020.</p><p><img src=\"https://wpimg.wallstcn.com/7bfee0f9-fe40-428e-9f7a-b3fd14de302f.png\"/></p><p>The price of gold once reached an all-time high of US$2,075.47/oz on August 7, 2020, surpassing the earlier high of US$1,920.3/oz on September 6, 2011, but it has never broken through this high since then, and has been below the price of US$2,000/oz for a long time.</p><p>At this time, Goldman Sachs said that the price of gold will see an upward reversal in the coming weeks. One of its studies said:</p><p><span>In the previous inflation scenario, gold has not seen strong growth, which may mean that there is limited demand for gold, either as a defensive asset or as an inflation hedge.</span></p><p><span>But that's not the case, for two reasons.</span></p><p><span>First, as we interest rate strategists have pointed out, the current 10-year breakeven inflation rate, looks too low compared to the inflation path predicted by our economists.</span><span>In fact, this means little to no inflation risk premium for years to come.</span></p><p><span>Second, if the Fed's expectations of short-term inflation materialize, rate hike will begin to act as an unnecessary headwind to global recovery, hurting economic growth expectations and raising the defensive value of gold.</span></p><p>In addition, for the commodity and crude oil markets, Goldman Sachs also said:</p><p>Commodity prices have seen a recent decline due to the Federal Reserve's decision to advance its rate hike forecast to 2023, which is a buying opportunity for investors. The bullish commodity argument is neither about inflation risk nor about forward-looking Fed guidance. It's about scarcity and strong real demand.</p><p>In response to strong demand growth<a href=\"https://laohu8.com/S/00001\">Changhe</a>Consideration of inelastic supply, we believe the resulting physical scarcity will likely push Brent crude oil prices to an average of $80 in the third quarter and could surge above that level.</p><p>In addition, Goldman Sachs also expressed the views of Bitcoin.</p><p>With the rapid price rise in Bitcoin since last year, more and more people call it \"digital gold\".</p><p>Goldman Sachs disagrees. Jeff Currie, head of commodities research, said during an appearance on CNBC's Squawk Box Europe on Tuesday:</p><p>While both gold and cryptocurrencies are seen as hedges against rising prices, cryptocurrencies are not a substitute for gold, but more like copper.</p><p>Gold is often seen as a safe haven asset, but Bitcoin and copper are both seen as risky assets. Cryptocurrencies are an alternative to risk-based inflation hedges, not risk-averse inflation hedges.</p><p>Different from the situation that the price of gold began to weaken since it reached a new historical high last year, Bitcoin reached an all-time high of $18,000 in December 2017 in November 2020, and then continued to break through after a short correction, and finally rose to an all-time high of $64,000/piece in April this year.</p><p><img src=\"https://wpimg.wallstcn.com/96db662a-7eb2-4689-a725-d1720ef161a0.png\"/></p><p>As of this publication, Bitcoin fell below $36,000, down more than 40% from its April high.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633330\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e09a7b30204158feaaaf0f4efc19f31f","relate_stocks":{"159934":"黄金ETF","161125":"标普500","513500":"标普500ETF博时","518880":"黄金ETF华安","GLD":"黄金ETF-SPDR","QID":"两倍做空纳斯达克指数ETF-ProShares","SPY":"标普500ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","DOG":"道指ETF-ProShares做空","SH":"做空标普500-Proshares","IVV":"标普500ETF-iShares","GDX":"黄金矿业ETF-VanEck","IAU":"黄金信托ETF-iShares","SDOW":"三倍做空道指30ETF-ProShares","DJX":"1/100道琼斯","GS":"高盛","DXD":"两倍做空道琼30指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","OEX":"标普100","QQQ":"纳指100ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion","SDS":"两倍做空标普500 ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","SQQQ":"纳指三倍做空ETF","OEF":"标普100指数ETF-iShares",".DJI":"道琼斯","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares",".IXIC":"NASDAQ Composite","UPRO":"三倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3633330","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144670555","content_text":"本周，美联储意外放鹰后，黄金大跌，但高盛却坚持看多立场不变。\n金价本周累跌超6%，创自从2020年3月以来最大单周跌幅。\n\n金价曾于2020年8月7日创下2075.47美元/盎司的历史最高价，超过更早时于2011年9月6日创下的1920.3美元/盎司，但之后便再未突破这一高点，并长期位于2000美元/盎司价格下方。\n在此之际，高盛却表示未来几周内黄金价格将出现上行逆转。其一份研究称：\n\n在此前的通胀情况下，黄金并未出现强劲增长，这或许意味着无论是作为防御性资产还是通胀对冲，对黄金的需求都有限。\n但事实并不是如此，原因有二。\n首先，正如我们利率策略师指出的，当前的10年盈亏平衡通胀率，与我们的经济学家预测的通胀路径相比显得过低。事实上，这意味着未来几年几乎没有通胀风险溢价。\n其次，如果美联储对短期通胀的预期成为现实，加息将开始成为全球复苏不必要的阻力，损害经济增长预期，并提高黄金的防御性价值。\n\n此外，对于大宗和原油市场，高盛还表示：\n\n由于美联储决定将加息预测提前至2023年，大宗商品价格近期出现了下跌，这对投资者来说是一个买入机会。看涨大宗商品的论点既不是关于通胀风险，也不是关于美联储前瞻指引。而是关于稀缺性和强劲的实际需求。\n出于对强劲的需求增长和缺乏弹性的供应的考虑，我们认为由此造成的实物稀缺可能将推动布伦特原油价格在第三季度达到平均80美元，并可能飙升至该水平之上。\n\n此外，高盛也表达了比特币的看法。\n随着去年以来比特币价格的快速上涨，越来越多人称其为“数字黄金”。\n高盛则不认同该看法，其大宗商品研究主管Jeff Currie在参加本周二的CNBC节目《Squawk Box Europe》节目时表示：\n\n虽然黄金和加密货币都被视作对冲价格上涨的工具，但加密货币不是黄金的替代品，而更像是铜的替代品。\n黄金通常被视作一种避险资产，但比特币和铜都表现为风险资产。加密货币是风险性通胀对冲工具的替代品，而不是风险规避性通胀对冲工具。\n\n不同于金价自去年创下新的历史高位便开始萎靡的情况，比特币在2020年11月创下超过其2017年12月的1.8万美元的上个阶段历史高点后，经过了短暂回调后又持续突破，并最终在今年4月涨至最高6.4万美元/枚的历史高点。\n\n截至本文发稿，比特币跌至3.6万美元下方，较其4月的高点跌超40%。","news_type":1,"symbols_score_info":{"159934":0.6,"161125":0.6,"513500":0.6,"518880":0.6,"QID":0.6,"QQQ":0.6,"SDS":0.6,"GLD":0.6,"DUST":0.6,"UDOW":0.6,"OEF":0.6,"NQmain":0.6,"IVV":0.6,"DOG":0.6,".SPX":0.6,"SGUmain":0.6,"ESmain":0.6,"GDX":0.6,"MGCmain":1,"DJX":0.6,"DDM":0.6,"SSO":0.6,".DJI":1,"MNQmain":0.6,"SPXU":0.6,"NUGT":0.6,"TQQQ":0.6,"IAU":0.6,".IXIC":1,"PSQ":0.6,"OEX":0.6,"SQQQ":0.6,"SDOW":0.6,"QLD":0.6,"UPRO":0.6,"GS":1,"SPY":1,"SH":0.6,"GCmain":1,"SGCmain":0.6,"DXD":0.6}},"isVote":1,"tweetType":1,"viewCount":2842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165914895,"gmtCreate":1624086729217,"gmtModify":1703828608967,"author":{"id":"3573590740316799","authorId":"3573590740316799","name":"Momocha","avatar":"https://static.tigerbbs.com/710b9716c168d2b6e0343598150cf97c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573590740316799","idStr":"3573590740316799"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165914895","repostId":"2144708764","repostType":4,"repost":{"id":"2144708764","kind":"highlight","pubTimestamp":1624074170,"share":"https://ttm.financial/m/news/2144708764?lang=en_US&edition=fundamental","pubTime":"2021-06-19 11:42","market":"us","language":"zh","title":"Highly contagious sweeps the world! US, UK and Germany warn that Delta variant will soon become mainstream","url":"https://stock-news.laohu8.com/highlight/detail?id=2144708764","media":"华尔街见闻","summary":"Delta变种更具传染性，最容易感染的是那些尚未完全接种疫苗的人，这些人占全球人口的很大一部分，尤其是在拉丁美洲和非洲。但完全接种疫苗的人得到了很好的保护。","content":"<p>On June 18th, according to the Shenzhen Health and Health Commission, there were two new cases of COVID-19 in the city, one of which was the Delta variant.</p><p>Previously, with the steady vaccination of COVID-19 vaccines, the number of new COVID-19 cases worldwide slowed down significantly, and the economies of various countries gradually recovered and opened up. But the arrival of this new variant, the Delta variant (B.1.617.2), is breaking that quiet.</p><p>The Delta variant is more infectious than the original strain. The variant, first detected in India in October last year, is believed to be a key cause of the mega-outbreak in India in April and May this year.</p><p><h2>Distribution of Delta variants</h2>According to the Wall Street Journal, the Delta variant has been distributed in more than 70 countries and regions around the world.</p><p><b>American side</b>According to the Wall Street Journal:</p><p>Centers for Disease Control and Prevention (CDC) Director Zhou Rochelle Walensky said the highly contagious Delta variant could soon become the dominant strain of coronavirus in the United States. The latest CDC data estimates that the Delta subtype accounts for 9.9% of reported cases of COVID-19 in the United States, while the Alpha subtype, a variant strain previously identified in the United Kingdom, accounts for 65.5%. With relatively few genetic analyses performed on the virus, it is difficult to understand the true prevalence of SARS-CoV-2 variants. \"It spreads more easily than the Alpha variant we have here,\" Dr. Rochelle Walensky told Good Morning America in an interview with ABC News. \"We're seeing it quickly become the dominant strain in a month or two, and I expect that's going to be what happens with the Delta strain here.\" According to the latest data from the CDC, 143 million people, or 55% of the adult U.S. population, are fully vaccinated. Vaccination rates have slowed in recent weeks, and regional numbers vary widely. Topping the list is Vermont, where 74% of the adult population is vaccinated. In parts of the South, these numbers are much lower. In Alabama, 40 percent of adults are fully vaccinated, compared to 42 percent in Arkansas.<b>The UK side</b>According to Reuters:</p><p>The variant appears to be more transmissible than the original version of the virus that caused Covid-19 and is now the dominant strain in the UK, according to a risk assessment published on June 3 by British agency Public Health England. The number of daily Covid-19 cases in the UK has more than doubled to 7,500 since early June. The Delta variant is responsible for more than 90% of new cases. Prime Minister Boris Johnson announced on June 14 that he was delaying the planned lifting of restrictions until July, warning that thousands of people could die if he does nothing due to the rapid spread of the more contagious Delta variant. This has an impact on the UK economy, which relies on travel and services sectors accounting for nearly 11% of GPD, a higher degree of dependence than its international counterparts. In contrast, the U.S. has fully reopened: with the exception of a handful of states that restrict indoor dining, such as Connecticut, daily activities have largely returned to normal.<b>German side</b>According to Deutsche Welle:</p><p>Lothar Wieler, head of Germany's Robert Koch Institute for Infectious Diseases (RKI), said that although the Delta variant first detected in India accounts for only 6% of current cases, \"its share is growing\". Wieler said he expects the Delta variant to \"be hit the hardest by the autumn at the latest, and it's not a question of whether Delta will become dominant, but when.\" German authorities issued a nationwide warning on the Delta variant on Friday. Germany's top public health official has urged people to continue wearing masks and getting vaccinated indoors. German Health Minister Jans Spahn said the spread of the more contagious Delta variant in the UK showed the importance of two doses of the vaccine rather than one. Currently, less than 30% of Germany's population has received two shots. The number of German cases increased by 1,076 to 3,720,031 on Friday and the number of deaths increased by 91 to 90,270, according to RKI data.<b>Southeast Asia</b>Except for India, according to the Wall Street Journal,</p><p>The Delta variant is being broadly distributed in three regions of Indonesia – Jakarta, Java, Bangkalan. Indonesia's limited ability to track the spread of the variant makes it difficult to measure the spread of the Delta variant in the archipelago nation of 270 million people. Medical experts say it could overwhelm the health care system if it continues to grow. Less than 5% of Indonesians are fully vaccinated. Indonesia's Health Ministry said the current wave was largely caused by travel and celebrations during Eid last month, but the Delta variant has contributed to the surge in case numbers. Kudus, an area of 900,000 people in the north-central Indonesian island of Java, saw its worst situation since the pandemic, with hospitals converting general wards into isolation rooms as infections surged in late May. About 400 healthcare workers have been infected in the past month. By the second week of June, 20 people were dying of Covid-19 a day in the region, official figures show. One-fifth of Guthus's 942 Covid-19 deaths have occurred in the last 10 days. Genome sequencing revealed that 28 of the 34 Covid-19 samples recently analyzed belonged to the Delta strain.<h2>Significance of vaccination</h2>According to Barron's, early information suggests that fully vaccinated people have strong immunity to the Delta variant, which poses a serious threat to both unvaccinated and partially vaccinated people.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Analyst David Mackie wrote in a research note on Monday:</p><p>The Delta variant is more contagious and is most susceptible to infection with variant B. 1.617.2 are those who have not yet been fully vaccinated, which make up a large portion of the global population, especially in Latin America and Africa. But fully vaccinated people are well protected. Cases caused by the Delta variant could be at a higher risk of hospitalization, according to a risk assessment published on June 3 by British agency Public Health England.</p><p>Public Health England said a single dose of the vaccine was significantly less protective against the Delta variant than against other versions of the virus, with two doses providing more protection.</p><p>In a paper published by Public Health England that has not been peer-reviewed,<a href=\"https://laohu8.com/S/AZN\">AstraZeneca</a>Or<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>After the vaccine, the effectiveness of the vaccine for protection against the Delta variant was 33.5% and against the Alpha variant was 51.1. While after two doses of the Pfizer vaccine, the effective rate against the Delta variant was 87.9% and against the Alpha variant was 93.4%, and the difference was significantly narrowed.</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Highly contagious sweeps the world! US, UK and Germany warn that Delta variant will soon become mainstream</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\">\nHighly contagious sweeps the world! US, UK and Germany warn that Delta variant will soon become mainstream\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-19 11:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On June 18th, according to the Shenzhen Health and Health Commission, there were two new cases of COVID-19 in the city, one of which was the Delta variant.</p><p>Previously, with the steady vaccination of COVID-19 vaccines, the number of new COVID-19 cases worldwide slowed down significantly, and the economies of various countries gradually recovered and opened up. But the arrival of this new variant, the Delta variant (B.1.617.2), is breaking that quiet.</p><p>The Delta variant is more infectious than the original strain. The variant, first detected in India in October last year, is believed to be a key cause of the mega-outbreak in India in April and May this year.</p><p><h2>Distribution of Delta variants</h2>According to the Wall Street Journal, the Delta variant has been distributed in more than 70 countries and regions around the world.</p><p><b>American side</b>According to the Wall Street Journal:</p><p>Centers for Disease Control and Prevention (CDC) Director Zhou Rochelle Walensky said the highly contagious Delta variant could soon become the dominant strain of coronavirus in the United States. The latest CDC data estimates that the Delta subtype accounts for 9.9% of reported cases of COVID-19 in the United States, while the Alpha subtype, a variant strain previously identified in the United Kingdom, accounts for 65.5%. With relatively few genetic analyses performed on the virus, it is difficult to understand the true prevalence of SARS-CoV-2 variants. \"It spreads more easily than the Alpha variant we have here,\" Dr. Rochelle Walensky told Good Morning America in an interview with ABC News. \"We're seeing it quickly become the dominant strain in a month or two, and I expect that's going to be what happens with the Delta strain here.\" According to the latest data from the CDC, 143 million people, or 55% of the adult U.S. population, are fully vaccinated. Vaccination rates have slowed in recent weeks, and regional numbers vary widely. Topping the list is Vermont, where 74% of the adult population is vaccinated. In parts of the South, these numbers are much lower. In Alabama, 40 percent of adults are fully vaccinated, compared to 42 percent in Arkansas.<b>The UK side</b>According to Reuters:</p><p>The variant appears to be more transmissible than the original version of the virus that caused Covid-19 and is now the dominant strain in the UK, according to a risk assessment published on June 3 by British agency Public Health England. The number of daily Covid-19 cases in the UK has more than doubled to 7,500 since early June. The Delta variant is responsible for more than 90% of new cases. Prime Minister Boris Johnson announced on June 14 that he was delaying the planned lifting of restrictions until July, warning that thousands of people could die if he does nothing due to the rapid spread of the more contagious Delta variant. This has an impact on the UK economy, which relies on travel and services sectors accounting for nearly 11% of GPD, a higher degree of dependence than its international counterparts. In contrast, the U.S. has fully reopened: with the exception of a handful of states that restrict indoor dining, such as Connecticut, daily activities have largely returned to normal.<b>German side</b>According to Deutsche Welle:</p><p>Lothar Wieler, head of Germany's Robert Koch Institute for Infectious Diseases (RKI), said that although the Delta variant first detected in India accounts for only 6% of current cases, \"its share is growing\". Wieler said he expects the Delta variant to \"be hit the hardest by the autumn at the latest, and it's not a question of whether Delta will become dominant, but when.\" German authorities issued a nationwide warning on the Delta variant on Friday. Germany's top public health official has urged people to continue wearing masks and getting vaccinated indoors. German Health Minister Jans Spahn said the spread of the more contagious Delta variant in the UK showed the importance of two doses of the vaccine rather than one. Currently, less than 30% of Germany's population has received two shots. The number of German cases increased by 1,076 to 3,720,031 on Friday and the number of deaths increased by 91 to 90,270, according to RKI data.<b>Southeast Asia</b>Except for India, according to the Wall Street Journal,</p><p>The Delta variant is being broadly distributed in three regions of Indonesia – Jakarta, Java, Bangkalan. Indonesia's limited ability to track the spread of the variant makes it difficult to measure the spread of the Delta variant in the archipelago nation of 270 million people. Medical experts say it could overwhelm the health care system if it continues to grow. Less than 5% of Indonesians are fully vaccinated. Indonesia's Health Ministry said the current wave was largely caused by travel and celebrations during Eid last month, but the Delta variant has contributed to the surge in case numbers. Kudus, an area of 900,000 people in the north-central Indonesian island of Java, saw its worst situation since the pandemic, with hospitals converting general wards into isolation rooms as infections surged in late May. About 400 healthcare workers have been infected in the past month. By the second week of June, 20 people were dying of Covid-19 a day in the region, official figures show. One-fifth of Guthus's 942 Covid-19 deaths have occurred in the last 10 days. Genome sequencing revealed that 28 of the 34 Covid-19 samples recently analyzed belonged to the Delta strain.<h2>Significance of vaccination</h2>According to Barron's, early information suggests that fully vaccinated people have strong immunity to the Delta variant, which poses a serious threat to both unvaccinated and partially vaccinated people.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Analyst David Mackie wrote in a research note on Monday:</p><p>The Delta variant is more contagious and is most susceptible to infection with variant B. 1.617.2 are those who have not yet been fully vaccinated, which make up a large portion of the global population, especially in Latin America and Africa. But fully vaccinated people are well protected. Cases caused by the Delta variant could be at a higher risk of hospitalization, according to a risk assessment published on June 3 by British agency Public Health England.</p><p>Public Health England said a single dose of the vaccine was significantly less protective against the Delta variant than against other versions of the virus, with two doses providing more protection.</p><p>In a paper published by Public Health England that has not been peer-reviewed,<a href=\"https://laohu8.com/S/AZN\">AstraZeneca</a>Or<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>After the vaccine, the effectiveness of the vaccine for protection against the Delta variant was 33.5% and against the Alpha variant was 51.1. While after two doses of the Pfizer vaccine, the effective rate against the Delta variant was 87.9% and against the Alpha variant was 93.4%, and the difference was significantly narrowed.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633317\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e559c5a8390713a5a8d4b07a2667368d","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3633317","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144708764","content_text":"6月18日，据深圳卫健委消息，该市新增两例新冠肺炎病例，其中一例为Delta变异株。\n此前，随着新冠疫苗的稳步接种，全球新增新冠病例数量显著放缓，各国经济也逐渐恢复和开放。但这种新变异毒株——Delta变异株（B.1.617.2）的袭来正在打破这一宁静。\nDelta变异株相比原始毒株更具传染性。该变体于去年10月首次在印度发现，被认为是造成今年4月和5月印度暴发超大型疫情的关键原因。\nDelta变异株分布情况\n据华尔街日报，Delta变异株目前已分布在全球约70多个国家和地区。\n美国方面，据华尔街日报：\n\n 美国疾病控制与预防中心（CDC）主任周Rochelle Walensky五表示，高度传染性的Delta变异株可能很快就会成为美国冠状病毒的主要毒株。CDC最新数据估计，Delta亚型占美国新冠肺炎报告病例的9.9%，而Alpha亚型（之前在英国发现的变异毒株）占65.5%。由于对该病毒进行的基因分析相对较少，很难了解新型冠状病毒变异的真实流行情况。“它比我们这里的 Alpha 变体更容易传播，” Rochelle Walensky博士在接受美国广播公司新闻采访时告诉早安美国。“我们看到它在一两个月内迅速成为主要毒株，我预计这将是这里的Delta毒株发生的情况。”据CDC的最新数据，1.43 亿人，即美国成年人口的 55%，已全面接种疫苗。最近几周疫苗接种率有所放缓，地区数量差异很大。位居榜首的是佛蒙特州，那里 74% 的成年人口都接种了疫苗。在南部的部分地区，这些数字要低得多。在阿拉巴马州，40% 的成年人完全接种了疫苗，而在阿肯色州，这一比例为 42%。\n\n英国方面，据路透社：\n\n 据英国机构Public Health England6月3日发布的风险评估，称该变体似乎比导致Covid-19的病毒的原始版本更具传播性，现在是英国的主要毒株。自6月初以来，英国每天的Covid-19病例数增加了一倍多，达到7500例。Delta变异株造成了 90% 以上的新病例。英国首相鲍里斯·约翰逊于6月14日宣布，将取消限制计划延迟到7月，并警告说由于传染性更强的Delta变体的迅速传播，如果他不采取任何措施，可能会有数千人死亡。这对依赖旅行业和服务业产占GPD近11%的英国经济产生了影响，这种依赖程度高于国际同行。相比之下，美国已经全面重新开放：除了康涅狄格州等少数几个限制室内用餐的州外，日常活动基本恢复正常。\n\n德国方面，据德国之声：\n\n 德国罗伯特科赫传染病研究所（RKI）负责人Lothar Wieler表示，尽管在印度首次发现的Delta变体仅占当前病例的6%，但“其占比正在增长”。Wieler表示，他预计Delta变体将最迟在秋季“受到最严重的打击，这不是Delta是否会成为主导的问题，而是何时成为主流的问题。”德国当局周五就Delta变异株发出去全国性警告。德国最高公共卫生官员敦促人们继续在室内戴口罩并接种疫苗。德国卫生部长Jans Spahn说，传染性更强的Delta变异株在英国的传播表明接种两剂疫苗而不是一种疫苗的重要性。目前，德国只有不到 30% 的人口接受过两次注射。根据 RKI 的数据，周五德国病例数增加了 1076例，达到3720031例，死亡人数增加了91例，达到90270例。\n\n东南亚方面，除了印度，据华尔街日报，\n\n Delta变异株正在印度尼西亚的三个地区——雅加达、爪哇岛、邦卡兰广泛转播。印度尼西亚追踪变异传播的能力有限，因此很难衡量Delta变异株在这个拥有 2.7 亿人口的群岛国家中的传播范围。医学专家表示，如果继续增长，可能会使医疗保健系统不堪重负。不到 5% 的印度尼西亚人完全接种了疫苗。印度尼西亚卫生部表示，目前这波疫情主要是由上个月开斋节期间的旅行和庆祝活动引起的，但Delta变体导致了病例数的激增。古突士（Kudus ），一个印度尼西亚爪哇岛中北部有着90万人的地区，出现了自大流行以来最糟糕的情况，随着5月下旬感染人数激增，医院将普通病房改造成隔离室。过去一个月约有 400 名医护人员被感染。官方数据显示，到6月的第二周，该地区每天有20人死于Covid-19。古突士的942例Covid-19 死亡中有五分之一发生在过去10天内。基因组测序显示，最近分析的34个Covid-19样本中有28个属于Delta毒株。\n\n疫苗接种意义\n据巴伦周刊，早期信息表明，完全接种疫苗的人对Delta变异株具有较强的免疫力，Delta变异株对未接种疫苗和接种部分疫苗的人构成了严重威胁。\n摩根大通分析师David Mackie在周一的研报中写道：\n\n Delta变种更具传染性，最容易感染变体B. 1.617.2 的是那些尚未完全接种疫苗的人，这些人占全球人口的很大一部分，尤其是在拉丁美洲和非洲。但完全接种疫苗的人得到了很好的保护。\n\n根据英国机构Public Health England 6月3日发布的风险评估，由Delta变异株引起的病例可能存在更高的住院风险。\n英国公共卫生部表示，单剂疫苗对Delta变异株的防护作用明显低于对其他版本病毒的保护作用，两剂疫苗可提供更多保护。\n英国公共卫生部发表的一篇尚未经过同行评审的论文中称，在接种单剂阿斯利康或辉瑞疫苗后，疫苗对Delta变体的防护有效性为33.5%，对Alpha变体的有效性为51.1。而在接种两剂辉瑞疫苗后，对Delta变体的有效率为 87.9%，对Alpha变体的有效率为 93.4%，差异显著缩小。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162874070,"gmtCreate":1624059398790,"gmtModify":1703827703159,"author":{"id":"3573590740316799","authorId":"3573590740316799","name":"Momocha","avatar":"https://static.tigerbbs.com/710b9716c168d2b6e0343598150cf97c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573590740316799","idStr":"3573590740316799"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162874070","repostId":"1121724328","repostType":4,"repost":{"id":"1121724328","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1624028112,"share":"https://ttm.financial/m/news/1121724328?lang=en_US&edition=fundamental","pubTime":"2021-06-18 22:55","market":"sh","language":"zh","title":"Huawei's white paper releases heavy signals, AR is expected to open the \"true first year\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1121724328","media":"Wind万得","summary":"在经历了几年的沉寂后，以AR为首的虚拟现实产业最近又火了。“元宇宙”概念第一股ROBLOX在美股市场受到投资者热捧。在A股市场上根正苗红的虚拟现实概念股，如歌尔股份、水晶光电、全志科技等近期都呈现了明","content":"<p>After several years of silence, the VR industry, led by AR, has recently caught fire again. ROBLOX, the first stock in the concept of \"Metaverse\", is popular among investors in the US stock market. Virtual reality concept stocks that are rooted in the A-share market, such as<a href=\"https://laohu8.com/S/002241\">Goertek</a>、<a href=\"https://laohu8.com/S/002273\">Crystal Optoelectronics</a>、<a href=\"https://laohu8.com/S/300458\">Quanzhi Technology</a>Recently, there has been an obvious upward trend, and the trading volume has been significantly enlarged compared with the previous period. Behind the enthusiasm of funds into the sector is the market's expectation that the electronic consumer sector can give birth to new killer products as soon as possible. At the same time, the super outlet effect of Huawei's Hongmeng system also makes the virtual reality plate in the ecosystem give people more imagination.</p><p><img src=\"https://static.tigerbbs.com/b943d98275a901d03f48fcec0d0e2347\" tg-width=\"796\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>Data Source: wind</p><p>On June 17th, at Huawei's Win-Win Future 5G + AR Global Summit, the White Paper on AR Insights and Application Practice was officially released. Throughout the whole white paper, Huawei has depicted the broad prospects of AR in an all-round way through the perspectives of industry trends, equipment, applications, development, network and ecology. Especially striking is Huawei's proposal that once the expected consumer-grade headset comes out, the global shipment of consumer-grade AR headsets will exceed 53 million units by 2026, with a total revenue of more than $30 billion. According to third-party data, the market shipped less than 115,000 units globally in 2020, with a total revenue of US$166 million. At the same time, 81% of headset shipments are enterprise-oriented.</p><p><b>Consumer AR is on the horizon</b></p><p>According to the above speculation, the main consumer groups of AR market will still be concentrated in the C-end in the future, but at present, the main consumer of this market is still dominated by the B-end. What factors inhibit the promotion of this market has become the focus of attention of many people in the industry. Judging from the development time of virtual reality, this sector is no longer a new thing. But all along, no killer device has made consumers shine. After years of incubation, can the virtual reality industry represented by AR or VR equipment start explosive growth as mentioned in the white paper.</p><p>In this regard, the AR white paper gives us a very clear answer. As mentioned in the white paper, compared with the consumer field, enterprises are the mainstream application field of head display devices. Although dedicated AR headsets have come out, most consumers are still using<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Mobile to experience AR. Pairing a device with a smartphone is a viable way to reduce size (boost design and comfort) and cost. Some processing power can be transferred to the paired device, and certain functional modules of the smartphone, such as wide area network connectivity and GPS components, can also be utilized, thus eliminating some modules on the headset device.</p><p>From the perspective of popularization, killer application + high configuration is bound to be the only way for virtual reality in the future. However, whether this goal can be achieved in the short term, there is still some uncertainty. As early as three years ago, related<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The rumor that the company will release AR glasses once caused heated discussion in the market, but due to technical factors, Apple's AR glasses have been delayed in interviewing. According to some related contents announced by Apple at the developer conference in June this year, Apple is still mainly laying out at the application, development and ecological levels. It is estimated that this is laying the foundation for new products in the future.</p><p>Combined with Apple's long-term technical inability to attack, and the workarounds mentioned in Huawei's white paper. It can be expected that in the next few years, major manufacturers will launch AR glasses products one after another. However, unlike the all-in-one products estimated in the early stage of the market, the future AR products will not be a machine that fights alone and judges heroes by performance, but will have to rely on the scene, ecology, system, network, content and so on behind it. For example, the application of AR has been realized in the map navigation of mobile phones and the fitness functions of smart watches. Including some physical or online marketing displays, AR technology is increasingly applied to enhance consumers' consumption experience. From this perspective, there is a difference between the development path of virtual reality and the development path of explosive products in the past. Compared with iPHONE,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Ever since it was born, it gives people's eyes a bright feeling. Virtual reality is more like the kind of gradually penetrating and accumulating energy from all aspects of a consumer's life. When the technology is mature enough, it will finally break out.</p><p><img src=\"https://static.tigerbbs.com/c2be4ffee77a0f91299def2f406f96de\" tg-width=\"772\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p><p><b>The future of virtual reality still needs to look at AR face</b></p><p>Furthermore, when it comes to AR, people tend to compare it to VR. In this regard, the white paper also gives clear guidelines. It is mentioned in the book that virtual reality (VR) is a fully immersive technology, and all users see is a virtual environment. This makes VR itself not highly mobile – users need to ensure the safety of their environment and thus move within a very limited distance to avoid hitting objects such as walls or falling. As AR superimposes digital objects and information on top of the real world, the tangible value of AR to users is mainly reflected in mobile scenes. For example, when the user is in an unfamiliar environment, AR can help the user obtain more information about the surrounding environment, and the user can also rely on AR navigation to guide to the destination. This allows AR to integrate perfectly with mobile networks.</p><p>Through the above comparison, the keyword mobile has become a major watershed between VR and AR. As we all know, although the industry has never stopped the pace of technological progress, the virtual reality industry has always been tepid. In addition to some of its own technical problems that still need to be solved, the faster progress of comparable marginal consumer substitutes is also an important factor limiting the pace of industry development. For example, with the gradual popularity of 4K TV, the big sale of next-generation game consoles, the continuous introduction of high-quality games and film works, the continuous popularity of wireless headphones, more and more consumer electronic goods are squeezing consumers' limited time. When consumers' living room time has basically been seized, the remaining travel time is basically fully occupied by mobile devices. Compared with the above-mentioned products that are already in the mature stage, virtual reality has not yet reached enough challenge from the technical level or the content level. At the same time, due to the cost constraints and high prices, virtual reality products are still only the toys of a few technology geeks.</p><p>Therefore, from the above perspective, broadening the application scenarios of AR and enriching the experience of AR are the main factors that can help AR suddenly rise. According to the white paper, the two most popular types of applications at present are undoubtedly AR filters and AR games of social software. Get consumer AR experience in all kinds of applications. In addition, AR will also have key innovative applications in social networking, education, retail, navigation, tourism, sports and health in the future. At the enterprise level, special head display devices allow workers to free their hands and complete tasks with the assistance of AR, whether it is a simple task (warehouse picking) or a complex task (AR-assisted surgery).</p><p>Best, it is better to make a bold guess. From the perspective of the development prospect of virtual reality technology, the device level may be just the tip of the iceberg. As mentioned in the hot concept of metaverse, AR/VR, 3D technology and brain-computer interface are all important links of metaverse. The continued popularity of the concept of the metaverse indicates people's desire for new ways of entertainment, even new ways of life.</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>Huawei's white paper releases heavy signals, AR is expected to open the \"true first year\"</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\">\nHuawei's white paper releases heavy signals, AR is expected to open the \"true first year\"\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2021-06-18 22:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>After several years of silence, the VR industry, led by AR, has recently caught fire again. ROBLOX, the first stock in the concept of \"Metaverse\", is popular among investors in the US stock market. Virtual reality concept stocks that are rooted in the A-share market, such as<a href=\"https://laohu8.com/S/002241\">Goertek</a>、<a href=\"https://laohu8.com/S/002273\">Crystal Optoelectronics</a>、<a href=\"https://laohu8.com/S/300458\">Quanzhi Technology</a>Recently, there has been an obvious upward trend, and the trading volume has been significantly enlarged compared with the previous period. Behind the enthusiasm of funds into the sector is the market's expectation that the electronic consumer sector can give birth to new killer products as soon as possible. At the same time, the super outlet effect of Huawei's Hongmeng system also makes the virtual reality plate in the ecosystem give people more imagination.</p><p><img src=\"https://static.tigerbbs.com/b943d98275a901d03f48fcec0d0e2347\" tg-width=\"796\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>Data Source: wind</p><p>On June 17th, at Huawei's Win-Win Future 5G + AR Global Summit, the White Paper on AR Insights and Application Practice was officially released. Throughout the whole white paper, Huawei has depicted the broad prospects of AR in an all-round way through the perspectives of industry trends, equipment, applications, development, network and ecology. Especially striking is Huawei's proposal that once the expected consumer-grade headset comes out, the global shipment of consumer-grade AR headsets will exceed 53 million units by 2026, with a total revenue of more than $30 billion. According to third-party data, the market shipped less than 115,000 units globally in 2020, with a total revenue of US$166 million. At the same time, 81% of headset shipments are enterprise-oriented.</p><p><b>Consumer AR is on the horizon</b></p><p>According to the above speculation, the main consumer groups of AR market will still be concentrated in the C-end in the future, but at present, the main consumer of this market is still dominated by the B-end. What factors inhibit the promotion of this market has become the focus of attention of many people in the industry. Judging from the development time of virtual reality, this sector is no longer a new thing. But all along, no killer device has made consumers shine. After years of incubation, can the virtual reality industry represented by AR or VR equipment start explosive growth as mentioned in the white paper.</p><p>In this regard, the AR white paper gives us a very clear answer. As mentioned in the white paper, compared with the consumer field, enterprises are the mainstream application field of head display devices. Although dedicated AR headsets have come out, most consumers are still using<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Mobile to experience AR. Pairing a device with a smartphone is a viable way to reduce size (boost design and comfort) and cost. Some processing power can be transferred to the paired device, and certain functional modules of the smartphone, such as wide area network connectivity and GPS components, can also be utilized, thus eliminating some modules on the headset device.</p><p>From the perspective of popularization, killer application + high configuration is bound to be the only way for virtual reality in the future. However, whether this goal can be achieved in the short term, there is still some uncertainty. As early as three years ago, related<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The rumor that the company will release AR glasses once caused heated discussion in the market, but due to technical factors, Apple's AR glasses have been delayed in interviewing. According to some related contents announced by Apple at the developer conference in June this year, Apple is still mainly laying out at the application, development and ecological levels. It is estimated that this is laying the foundation for new products in the future.</p><p>Combined with Apple's long-term technical inability to attack, and the workarounds mentioned in Huawei's white paper. It can be expected that in the next few years, major manufacturers will launch AR glasses products one after another. However, unlike the all-in-one products estimated in the early stage of the market, the future AR products will not be a machine that fights alone and judges heroes by performance, but will have to rely on the scene, ecology, system, network, content and so on behind it. For example, the application of AR has been realized in the map navigation of mobile phones and the fitness functions of smart watches. Including some physical or online marketing displays, AR technology is increasingly applied to enhance consumers' consumption experience. From this perspective, there is a difference between the development path of virtual reality and the development path of explosive products in the past. Compared with iPHONE,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Ever since it was born, it gives people's eyes a bright feeling. Virtual reality is more like the kind of gradually penetrating and accumulating energy from all aspects of a consumer's life. When the technology is mature enough, it will finally break out.</p><p><img src=\"https://static.tigerbbs.com/c2be4ffee77a0f91299def2f406f96de\" tg-width=\"772\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p><p><b>The future of virtual reality still needs to look at AR face</b></p><p>Furthermore, when it comes to AR, people tend to compare it to VR. In this regard, the white paper also gives clear guidelines. It is mentioned in the book that virtual reality (VR) is a fully immersive technology, and all users see is a virtual environment. This makes VR itself not highly mobile – users need to ensure the safety of their environment and thus move within a very limited distance to avoid hitting objects such as walls or falling. As AR superimposes digital objects and information on top of the real world, the tangible value of AR to users is mainly reflected in mobile scenes. For example, when the user is in an unfamiliar environment, AR can help the user obtain more information about the surrounding environment, and the user can also rely on AR navigation to guide to the destination. This allows AR to integrate perfectly with mobile networks.</p><p>Through the above comparison, the keyword mobile has become a major watershed between VR and AR. As we all know, although the industry has never stopped the pace of technological progress, the virtual reality industry has always been tepid. In addition to some of its own technical problems that still need to be solved, the faster progress of comparable marginal consumer substitutes is also an important factor limiting the pace of industry development. For example, with the gradual popularity of 4K TV, the big sale of next-generation game consoles, the continuous introduction of high-quality games and film works, the continuous popularity of wireless headphones, more and more consumer electronic goods are squeezing consumers' limited time. When consumers' living room time has basically been seized, the remaining travel time is basically fully occupied by mobile devices. Compared with the above-mentioned products that are already in the mature stage, virtual reality has not yet reached enough challenge from the technical level or the content level. At the same time, due to the cost constraints and high prices, virtual reality products are still only the toys of a few technology geeks.</p><p>Therefore, from the above perspective, broadening the application scenarios of AR and enriching the experience of AR are the main factors that can help AR suddenly rise. According to the white paper, the two most popular types of applications at present are undoubtedly AR filters and AR games of social software. Get consumer AR experience in all kinds of applications. In addition, AR will also have key innovative applications in social networking, education, retail, navigation, tourism, sports and health in the future. At the enterprise level, special head display devices allow workers to free their hands and complete tasks with the assistance of AR, whether it is a simple task (warehouse picking) or a complex task (AR-assisted surgery).</p><p>Best, it is better to make a bold guess. From the perspective of the development prospect of virtual reality technology, the device level may be just the tip of the iceberg. As mentioned in the hot concept of metaverse, AR/VR, 3D technology and brain-computer interface are all important links of metaverse. The continued popularity of the concept of the metaverse indicates people's desire for new ways of entertainment, even new ways of life.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8776326a073f38b9df528ccba693d04","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121724328","content_text":"在经历了几年的沉寂后，以AR为首的虚拟现实产业最近又火了。“元宇宙”概念第一股ROBLOX在美股市场受到投资者热捧。在A股市场上根正苗红的虚拟现实概念股，如歌尔股份、水晶光电、全志科技等近期都呈现了明显的上攻走势，成交量也较前期明显放大。资金热情涌入板块的背后，是市场对于电子消费板块能够早日诞生新的杀手级产品的期待。同时，华为鸿蒙系统超强的风口效应，也让处于生态圈中的虚拟现实板块给人更大的想象空间。\n\n数据来源：wind\n6月17日，在华为共赢未来5G+AR全球峰会上，《AR洞察及应用实践白皮书》正式发布。纵观整篇白皮书，华为通过行业趋势、设备、应用、开发、网络、生态等角度全方位描绘了AR的广阔前景。尤其引人瞩目的是，华为提出，一旦预期中的消费级头显问世，到2026年，消费级AR头显的全球出货量将超过5300万台，总收入将超过300亿美元。而根据第三方数据显示，2020年该市场的全球出货量不到11.5万台，总收入为1.66亿美元。同时，81%的头显出货量是面向企业的。\n消费级AR呼之欲出\n根据上述推测，未来AR市场的主力消费群体仍将集中于C端，但目前该市场的消费主力仍以B端为主。哪些因素抑制了这一市场的推进，成为诸多业内人士关注的焦点。从虚拟现实的发展时间来看，这一板块已经不再是一个新兴的事物。但一直以来，没有杀手级的设备令消费者眼前一亮。经过了多年的孵化，AR或者是VR设备为代表的虚拟现实产业是否能够如同白皮书中所提到的开启爆发式的增长。\n对此，AR白皮书中给了我们很明确的答案。白皮书中提到，相对于消费者领域，企业才是头显设备的主流应用领域。尽管专用AR头显已经问世，但目前大多数消费者仍是通过智能手机来体验AR。将设备与智能手机配对是缩减体积（提升设计和舒适度）和成本的一种可行方法。可以将部分处理能力转移到配对设备上，还可以将智能手机的某些功能模块（如广域网连接和GPS组件）利用起来，从而省去头显设备上的部分模块。\n从普及的角度来看，杀手级应用+高配置，必然是未来虚拟现实的必经之路。但是，这一目标，在短期内能否实现，仍存在一定的不确定性。早在三年前，有关苹果公司将发布AR眼镜的传言就一度引发市场热议，但是由于技术因素，苹果的AR眼镜迟迟未能面试。根据苹果在今年6月的开发者大会公布的一些相关内容来看，苹果目前仍然主要在应用、开发、生态层面进行布局。预估这是在为未来的新产品打基础。\n结合苹果在技术层面久攻不下，以及华为白皮书中提到的变通方案。可以预期，未来几年，各大厂商将陆续推出AR眼镜产品。但是，和市场初期所预估的一体式产品不同，未来的AR产品将不是一台单打独斗、以性能论英雄的机器，而是得依靠背后的场景、生态、系统、网络、内容等等方面。如目前手机端的地图导航，智能手表上的健身功能中，都已经实现了AR的应用。包括一些实体或线上的营销展示中也越来越多的应用到AR技术，来加强消费者的消费体验。从这一层面来说，虚拟现实的发展之路和过去的爆款产品的发展路径是有区别的。相比于iPHONE、特斯拉等自诞生起就给人眼球一亮的感觉。虚拟现实，更像是那种从一个消费者生活的方方面面逐步渗透，积攒能量。待技术足够成熟后，最终迎来爆发。\n\n虚拟现实未来还需看AR脸色\n此外，一提到AR，人们往往会将其和VR进行比较。对此，白皮书中也给出了明确地指引。书中提到，虚拟现实（VR）是一种完全沉浸式的技术，用户看到的都是虚拟环境。这使得VR本身不具备强移动性——用户需要确保所处环境的安全，从而在非常有限的距离内移动，以避免撞到墙壁等物体或摔倒。由于AR将数字对象和信息叠加在现实世界之上，因此AR对用户的切实价值主要体现在移动场景。例如，当用户身处陌生环境，AR可以帮助用户获得更多周边环境信息，用户还可依靠AR导航指引前往目的地。这使得AR能够与移动网络完美结合。\n通过上述比较，移动这个关键词成为了VR和AR之间的一个主要分水岭。众所周知，虽然，产业从来没有停止过技术进步的脚步，但虚拟现实产业一直以来仍显得不温不火。除了自身的一些技术问题尚需要解决以外，可比的一些边际替代消费品的进步速度更快，同样是限制行业发展速度的一个重要因素。如4K电视的逐渐普及、次世代游戏主机大卖、高质量游戏、电影作品不断推出，无线耳机持续火爆，越来越多电子消费品正在挤占消费者有限的时间。在消费者客厅时间基本已经被抢占一空的情况下，剩余的出行时间，也基本被移动设备充分挤占。而相比于上述已经处于成熟期的产品，虚拟现实无论从技术层面还是内容层面，都还没有到足够叫板的程度。同时，受限于成本的限制，偏高的价格，也使得虚拟现实产品仍然只是少数科技极客的玩具。\n因此，从上述角度出发，拓宽AR的应用场景，以及丰富AR的体验，是能够帮助AR异军突起的主要因素。白皮书中认为，当前最受欢迎的两类应用无疑是社交软件的AR滤镜和AR游戏。在各类应用中都能获得消费级AR体验。此外未来AR还将在社交、教育、零售、导航、旅游、运动健康等领域出现关键创新应用。企业层面，专用头显设备能让工人解放双手，在AR的辅助下完成任务，无论是简单任务（仓库拣货）还是复杂任务（AR辅助手术）。\n最好，不如做一个大胆的猜想，从虚拟现实技术的发展前景来看，设备层面或许只是一个冰山一角。就如同火爆的元宇宙概念中所提到的，AR/VR、3D技术和脑机接口等技术都是元宇宙的重要环节。元宇宙概念得持续火热，预示着人们对于新的娱乐方式，甚至是新的生活的方式的渴望。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161338593,"gmtCreate":1623904389912,"gmtModify":1703823142350,"author":{"id":"3573590740316799","authorId":"3573590740316799","name":"Momocha","avatar":"https://static.tigerbbs.com/710b9716c168d2b6e0343598150cf97c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573590740316799","idStr":"3573590740316799"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161338593","repostId":"1186688505","repostType":4,"repost":{"id":"1186688505","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":1623891302,"share":"https://ttm.financial/m/news/1186688505?lang=en_US&edition=fundamental","pubTime":"2021-06-17 08:55","market":"us","language":"zh","title":"Youran Animal Husbandry's first-hand winning rate is 80%, and the subscription of 3 lots is stable","url":"https://stock-news.laohu8.com/highlight/detail?id=1186688505","media":"老虎资讯综合","summary":"6月17日消息，本周四优然牧业发布公告，公司发行7.15亿股股份，每股定价6.98港元，每手1000股，预期将于6月18日上市。\n公开发售阶段优然牧业获3.73倍认购，分配至公开发售的发售股份最终数目","content":"<p>June 17 news, this Thursday<a href=\"https://laohu8.com/S/09858\">Youran Animal Husbandry</a>An announcement was made that the company issued 715 million shares at a price of HK$ 6.98 per share and 1,000 shares per lot, which is expected to be listed on June 18th.</p><p>During the Public Offer, Youran Dairy was subscribed 3.73 times and the final number of Offer Shares allocated to the Public Offer was 71,544 million, representing 10% of the total number of Offer Shares (before any Over-allotment Option is exercised). A total of 28,283 valid applications were received, with a successful rate of 80%, and 3 subscriptions were successful.</p><p>In addition, the International Offering was over-subscribed and the final number of Offer Shares was 644 million (excluding the Over-allocated Shares), representing 90% of the total number of Offer Shares. The relevant data of Tiger Information are as follows:<img src=\"https://static.tigerbbs.com/a2349a0d398ab0b7c627322586dc1995\" tg-width=\"661\" tg-height=\"550\" referrerpolicy=\"no-referrer\"><b>Subscription ladder:</b></p><p>1000 shares per board lot with an admission fee of HK$8,747.26. The winning rate of one hand is 80%, and the subscription of three hands is stable.</p><p>The threshold of Group B is 600,000 shares, and the funds required for subscription are approximately HK$5,248,360.09.<img src=\"https://static.tigerbbs.com/183b55b260a699e4eed6d62b7a2b20d9\" tg-width=\"713\" tg-height=\"208\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/baef5fa28b0cc392f49dad86d7d64628\" tg-width=\"721\" tg-height=\"786\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/46328b4384685df91ed4359f3713a90a\" tg-width=\"714\" tg-height=\"329\" referrerpolicy=\"no-referrer\">During the Public Offer, Youran Dairy was subscribed 3.73 times and the final number of Offer Shares allocated to the Public Offer was 71,544 million, representing 10% of the total number of Offer Shares (before any Over-allotment Option is exercised). A total of 28,283 valid applications were received, with a successful rate of 80%, and 3 subscriptions were successful.</p><p>In addition, the International Offering was over-subscribed and the final number of Offer Shares was 644 million (excluding the Over-allocated Shares), representing 90% of the total number of Offer Shares. The relevant data of Tiger Information are as follows:</p><p>For financing purposes, the Company intends to apply approximately HK$3,238 million of the net proceeds from the Global Offering for the following purposes: approximately 75% will be allocated to fund investment projects in the next two years, including the construction of ranches under construction, new ranches and feed production bases and the purchase of necessary facilities and equipment for them; Approximately 15% or will be allocated to pasture to purchase dairy cows; Approximately 10% will be allocated for working capital and general corporate purpose.</p><p>It is reported that Youran Animal Husbandry was founded in 1984. It was once a wholly-owned subsidiary of Yili, the fifth largest dairy manufacturer in the world. In 2015, it spun off its business from Yili. At present, the company has developed into a leader in the upstream dairy market in China, and its business layout covers the whole upstream dairy industry chain from breeding to feed to raw milk production.</p><p>According to Frost & Sullivan,<b>In terms of revenue in 2020, the Company is the largest upstream integrated dairy products and services provider in China.</b>The Company provides high-quality raw milk to large dairy manufacturers and ruminant farming products and services to ranches through two business segments, namely raw milk and systematic solutions for ruminant farming. Yili is Youran Dairy's largest customer.</p><p>In terms of financial data, the total revenue of the Company from 2018 to 2020 was RMB6,334 million, RMB7,668 million and RMB11,781 million, respectively, representing a CAGR of 36.4%; Net profits of RMB653 million, RMB802 million and RMB1,541 million were recorded for the same periods, representing a CAGR of 53.6%.</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>Youran Animal Husbandry's first-hand winning rate is 80%, and the subscription of 3 lots is stable</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\">\nYouran Animal Husbandry's first-hand winning rate is 80%, and the subscription of 3 lots is stable\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\">2021-06-17 08:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>June 17 news, this Thursday<a href=\"https://laohu8.com/S/09858\">Youran Animal Husbandry</a>An announcement was made that the company issued 715 million shares at a price of HK$ 6.98 per share and 1,000 shares per lot, which is expected to be listed on June 18th.</p><p>During the Public Offer, Youran Dairy was subscribed 3.73 times and the final number of Offer Shares allocated to the Public Offer was 71,544 million, representing 10% of the total number of Offer Shares (before any Over-allotment Option is exercised). A total of 28,283 valid applications were received, with a successful rate of 80%, and 3 subscriptions were successful.</p><p>In addition, the International Offering was over-subscribed and the final number of Offer Shares was 644 million (excluding the Over-allocated Shares), representing 90% of the total number of Offer Shares. The relevant data of Tiger Information are as follows:<img src=\"https://static.tigerbbs.com/a2349a0d398ab0b7c627322586dc1995\" tg-width=\"661\" tg-height=\"550\" referrerpolicy=\"no-referrer\"><b>Subscription ladder:</b></p><p>1000 shares per board lot with an admission fee of HK$8,747.26. The winning rate of one hand is 80%, and the subscription of three hands is stable.</p><p>The threshold of Group B is 600,000 shares, and the funds required for subscription are approximately HK$5,248,360.09.<img src=\"https://static.tigerbbs.com/183b55b260a699e4eed6d62b7a2b20d9\" tg-width=\"713\" tg-height=\"208\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/baef5fa28b0cc392f49dad86d7d64628\" tg-width=\"721\" tg-height=\"786\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/46328b4384685df91ed4359f3713a90a\" tg-width=\"714\" tg-height=\"329\" referrerpolicy=\"no-referrer\">During the Public Offer, Youran Dairy was subscribed 3.73 times and the final number of Offer Shares allocated to the Public Offer was 71,544 million, representing 10% of the total number of Offer Shares (before any Over-allotment Option is exercised). A total of 28,283 valid applications were received, with a successful rate of 80%, and 3 subscriptions were successful.</p><p>In addition, the International Offering was over-subscribed and the final number of Offer Shares was 644 million (excluding the Over-allocated Shares), representing 90% of the total number of Offer Shares. The relevant data of Tiger Information are as follows:</p><p>For financing purposes, the Company intends to apply approximately HK$3,238 million of the net proceeds from the Global Offering for the following purposes: approximately 75% will be allocated to fund investment projects in the next two years, including the construction of ranches under construction, new ranches and feed production bases and the purchase of necessary facilities and equipment for them; Approximately 15% or will be allocated to pasture to purchase dairy cows; Approximately 10% will be allocated for working capital and general corporate purpose.</p><p>It is reported that Youran Animal Husbandry was founded in 1984. It was once a wholly-owned subsidiary of Yili, the fifth largest dairy manufacturer in the world. In 2015, it spun off its business from Yili. At present, the company has developed into a leader in the upstream dairy market in China, and its business layout covers the whole upstream dairy industry chain from breeding to feed to raw milk production.</p><p>According to Frost & Sullivan,<b>In terms of revenue in 2020, the Company is the largest upstream integrated dairy products and services provider in China.</b>The Company provides high-quality raw milk to large dairy manufacturers and ruminant farming products and services to ranches through two business segments, namely raw milk and systematic solutions for ruminant farming. Yili is Youran Dairy's largest customer.</p><p>In terms of financial data, the total revenue of the Company from 2018 to 2020 was RMB6,334 million, RMB7,668 million and RMB11,781 million, respectively, representing a CAGR of 36.4%; Net profits of RMB653 million, RMB802 million and RMB1,541 million were recorded for the same periods, representing a CAGR of 53.6%.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/22fb0a544aa253b668379d9f58bbe5a9","relate_stocks":{"09858":"优然牧业"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186688505","content_text":"6月17日消息，本周四优然牧业发布公告，公司发行7.15亿股股份，每股定价6.98港元，每手1000股，预期将于6月18日上市。\n公开发售阶段优然牧业获3.73倍认购，分配至公开发售的发售股份最终数目为7154.4万股，占发售股份总数的10%（任何超额配股权获行使前）。合共接获28283份有效申请，一手中签率80%，认购3手稳中一手。\n此外，国际发售获超额认购，发售股份最终数目为6.44亿股（不包括超额分配股份），相当于发售股份总数的90%。老虎资讯整理相关数据如下表：申购阶梯：\n每手1000股，入场费8,747.26港元。一手中签率80%，认购3手稳中一手。\n乙组门槛为60万股，申购所需资金约5,248,360.09港元。公开发售阶段优然牧业获3.73倍认购，分配至公开发售的发售股份最终数目为7154.4万股，占发售股份总数的10%（任何超额配股权获行使前）。合共接获28283份有效申请，一手中签率80%，认购3手稳中一手。\n此外，国际发售获超额认购，发售股份最终数目为6.44亿股（不包括超额分配股份），相当于发售股份总数的90%。老虎资讯整理相关数据如下表：\n筹资用途方面，公司拟将全球发售所得款项净额约32.38亿港元用于以下用途：约75%将分配用于拨付未来两年的投资项目，包括兴建正在建设的牧场、新建的牧场及饲料生产基地并为其购置所需设施设备；约15%或将分配用于牧场购买奶牛；约10%将分配用于营运资金及一般企业用途。\n据悉，优然牧业成立于1984年，曾作为全球排名第五的大型乳制品制造商伊利旗下全资附属公司，2015年将业务从伊利分拆出来运营。目前公司已发展成为中国乳业上游市场的领导者，业务布局覆盖由育种到饲料再到原料奶生产的乳业上游全产业链。\n根据弗若斯特沙利文的资料，按2020年收入计，公司是中国规模最大的乳业上游综合产品和服务提供商。公司通过原料奶及反刍动物养殖系统化解决方案两个业务分部，向大型乳制品制造商提供优质原料奶并向牧场提供反刍动物养殖产品及服务，伊利是优然牧业最大的客户。\n财务数据方面，2018年至2020年公司总营收分别为人民币63.34亿元、76.68亿元及117.81亿元，复合年增长率为36.4%；同期录得净利润6.53亿元、8.02亿元及15.41亿元，复合年增长率为53.6%。","news_type":1,"symbols_score_info":{"09858":0.9}},"isVote":1,"tweetType":1,"viewCount":2953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}