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2021-08-30

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瑞银：予药明生物(02269)“买入”评级目标价142港元

2021-08-30

666

业务双轮驱动完善战略布局，京能清洁能源(0579.HK)中期业绩稳步提升

2021-08-30

666

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2021-08-26

666

大摩：予药明生物“增持”评级目标价升3.6%至170港元

2021-08-25

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中泰证券：维持药明生物(02269)“买入”评级期待新技术平台逐步贡献新增量

2021-08-23

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【异动股】药明生物(02269.HK)涨3.13%

2021-03-06

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2021-03-06

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跟谁学低开高走扭转16%跌幅，盘中涨超10%

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15:32","market":"hk","language":"zh","title":"瑞银：予药明生物(02269)“买入”评级 目标价142港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2163012390","media":"智通财经","summary":"智通财经APP获悉，瑞银发布研究报告称，予药明生物“买入”评级，目标价142港元，将2021-23年每股盈测升26%至38%，以反映疫情及CMO相关项目强过预期，并将2020-24收入预测升11%，以反映新冠项目增长强过预期及及药物生产外包增长。报告中称，据管理层指出在2022年底前将有最少四至五项非新冠病毒相关的CMO，估计将带动公司长远盈利增长，管理层将维持2021年指引，预计收入、净利将同比增长65%，该行相信假如增长不受供应短缺影响，公司有望跑赢指引。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>发布研究报告称，予<a href=\"https://laohu8.com/S/02269\">药明生物</a>(02269)“买入”评级，目标价142港元，将2021-23年每股盈测升26%至38%，以反映疫情及CMO相关项目强过预期，并将2020-24收入预测升11%，以反映新冠项目增长强过预期及及药物生产外包(CMO)增长。</p><p>报告中称，据管理层指出在2022年底前将有最少四至五项非新冠病毒相关的CMO，估计将带动公司长远盈利增长，管理层将维持2021年指引，预计收入、净利将同比增长65%，该行相信假如增长不受供应短缺影响，公司有望跑赢指引。</p><p>该行表示，据管理层指，现时未有证据美国政府将限制美国企业使用以中国为基地的CDMO企业，同时有20%药明的客户已考虑使用公司于欧美的产能以减低风险，考虑公司CDMO服务性质，假如药物于欧美生产并运往当地，将不被视作由中国出口至美国，相信可减低药物供应不稳的风险。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2021-08-30 15:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/549312.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，瑞银发布研究报告称，予药明生物(02269)“买入”评级，目标价142港元，将2021-23年每股盈测升26%至38%，以反映疫情及CMO相关项目强过预期，并将2020-24收入预测升11%，以反映新冠项目增长强过预期及及药物生产外包(CMO)增长。报告中称，据管理层指出在2022年底前将有最少四至五项非新冠病毒相关的CMO，估计将带动公司长远盈利增长，管理层将维持2021年...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/549312.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f874ded00c644297784368a7af94c8ae","relate_stocks":{"02269":"药明生物"},"source_url":"http://www.zhitongcaijing.com/content/detail/549312.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163012390","content_text":"智通财经APP获悉，瑞银发布研究报告称，予药明生物(02269)“买入”评级，目标价142港元，将2021-23年每股盈测升26%至38%，以反映疫情及CMO相关项目强过预期，并将2020-24收入预测升11%，以反映新冠项目增长强过预期及及药物生产外包(CMO)增长。报告中称，据管理层指出在2022年底前将有最少四至五项非新冠病毒相关的CMO，估计将带动公司长远盈利增长，管理层将维持2021年指引，预计收入、净利将同比增长65%，该行相信假如增长不受供应短缺影响，公司有望跑赢指引。该行表示，据管理层指，现时未有证据美国政府将限制美国企业使用以中国为基地的CDMO企业，同时有20%药明的客户已考虑使用公司于欧美的产能以减低风险，考虑公司CDMO服务性质，假如药物于欧美生产并运往当地，将不被视作由中国出口至美国，相信可减低药物供应不稳的风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811103906,"gmtCreate":1630293590105,"gmtModify":1676530259718,"author":{"id":"3550828792714737","authorId":"3550828792714737","name":"记事本2020","avatar":"https://static.tigerbbs.com/f529f483c65820f1fbdbed82968cd4d7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550828792714737","authorIdStr":"3550828792714737"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811103906","repostId":"2163702540","repostType":2,"repost":{"id":"2163702540","kind":"news","pubTimestamp":1630285168,"share":"https://ttm.financial/m/news/2163702540?lang=&edition=fundamental","pubTime":"2021-08-30 08:59","market":"hk","language":"zh","title":"业务双轮驱动完善战略布局，京能清洁能源(0579.HK)中期业绩稳步提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2163702540","media":"格隆汇","summary":"总结来说，整个2021年上半年，京能清洁能源凭借其自身的软硬实力，充分发挥多元化的竞争优势，使得各个业务板块实现稳健增长。","content":"<html><body><p><span>8月26日，港股<a href=\"https://laohu8.com/S/00579\">京能清洁能源</a>(0579.HK)公布2021中期业绩报告：实现营业收入人民币93.40亿元，同比增长12.81%；除税前溢利为人民币18.84亿元，同比增长13.90%；公司普通股股东应占溢利为人民币14.88亿元，同比增长14.90%；每股基本及摊薄盈利人民币18.05分。</span></p><p>这是一份优异的成绩单，在竞争激烈的市场环境下，今年上半年，京能清洁能源的营收、净利润同比增速双双取得两位数增长，可以说“稳”中有进，前进动力十足。</p><p><b><font color=\"#ff0000\">1、业务稳健增长，行业地位进一步巩固</font></b></p><p>通过京能清洁能源发布的半年度业绩报告，可以发现在经营业绩稳健增长的同时，在多个业务维度均有不俗表现，并且得到持续优化。</p><p><b>装机容量稳步提高，</b>截至2021年6月30日，公司控股总装机容量为1,121.5万千瓦，同比增长14%，其中，风力发电业务板块新增装机容量34.9万千瓦，全部来自于自建项目。</p><p><b>发电量呈现较大幅度的增长。</b>截至2021年6月30日，公司控股总发电量为161.79亿千瓦时，同比增长17.73%。</p><p>其中燃气发电及供热业务板块发电量同比增长8.08%；<b>风力发电业务板块发电量同比增长44.43%；光伏发电业务板块发电量同比增长37.87%，明显高于全国行业同期水平。</b></p><p><b>总结来说，</b>整个2021年上半年，京能清洁能源凭借其自身的软硬实力，充分发挥多元化的竞争优势，使得各个业务板块实现稳健增长。</p><p>尤其是光伏板块更是超过全国同期的水平，充分迎合“30,60”、“碳达峰、碳中和”的发展理念，进一步巩固了公司作为地方新能源国企的行业领先地位。</p><p><b><font color=\"#ff0000\">2、自主开发与项目并购双轮驱动，业务协同效应凸显</font></b></p><p>评判一家企业的增长，往往有两个看点值得关注，其一，内生动力的增长，即依靠企业自身积累，厚积薄发；其二，外延式并购，通过收并购，实现市场、资源、技术的整合，在高效的企业内控能力之下，实现高速发展。 </p><p><b>在内生动力增长方面，不断加快自主项目开发、建设的步伐。</b>根据中报数据显示，截至2021年上半年，公司自主开发取得建设指标的风电、光伏项目18个，装机容量175.4万千瓦。 </p><p>其中，公司承建的“京张奥运风电项目”，利用张家口地区丰富的风电资源，以北京市和河北省联合申办冬奥委会为契机，将张家口地区风电输送至北京电网以冬季供热方式进行消纳，同时为2022年北京冬奥委会在奥运史上首次实现全部场馆绿色电力覆盖的创举贡献首都国企的一份力量。</p><p>不仅如此，该项目的建设让当地丰富的风能资源得到了开发与利用，对发展地区经济起到巨大的推动作用。同时极大地优化了北京能源结构，更有利于中央“京津冀一体化”协同发展的战略部署落地、产生实效。</p><p>据了解，该项目总装机容量120万千瓦。其中京能清洁能源自建容量77.5万千瓦，截至目前，已经完成了东旭尚义20万千瓦风电项目、国新郝家营10万千瓦风电项目股转。京能清洁能源管理装机容量达107.5万千瓦，项目总投资约90亿元。</p><p><b>在外延式扩张上，通过项目并购的方式大力拓展业务。截至2021年上半年，</b>正在开展并购工作的风电、光伏项目共计13个，装机容量148.6万千瓦。今年7月份，公司与宁夏嘉泽订立了恺阳及博阳股权转让协议，收购了宁夏红寺堡297.5MW风电、光伏项目及宁夏同心99MW风电项目，为京能清洁能源下半年的装机容量增长贡献了一份力量。</p><p>值得一提的是，<b>此次收购有利于京能清洁能源西北分公司的集约化管理，将与公司既有资产形成较好的协同效应。不仅可以达到优势互补，取长补短，降本增效，业务相互协同的目的，还可以让公司形成全国化、全方位的战略布局。</b></p><p><b>事实上，收购并购是新能源行业集中度增强的必经之路，也是行业内部洗牌的一种表现。</b>随着整体行业自建项目成本的增加，寻求通过并购形式收购股权获得项目，甚至收购其他行业填补业态布局短板、扩大规模已成为新能源企业新的经营模式之一。</p><p>对新能源企业而言，由之前的纯竞争转为合作，不仅可以相互借力，一定程度上规避投资风险，实现利益最大化。同时，还可以发挥各家所长，把企业做到最好。</p><p>因此，长期来看，随着市场环境的变化，新能源企业未来的发展模式，除了苦练内功，增强自身的硬核实力之外，以并购、重组等形式来获取更多资源，多领域的尝试，“双轮驱动”以至“四轮驱动”将是新能源的企业未来成长之路，京能清洁能源已正式踏上了这条“做强、做大”的高速之路。</p></body></html>","source":"stock_gelonghui","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>业务双轮驱动完善战略布局，京能清洁能源(0579.HK)中期业绩稳步提升</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{ 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{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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n业务双轮驱动完善战略布局，京能清洁能源(0579.HK)中期业绩稳步提升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 08:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/news/detail.html?id=608034><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月26日，港股京能清洁能源(0579.HK)公布2021中期业绩报告：实现营业收入人民币93.40亿元，同比增长12.81%；除税前溢利为人民币18.84亿元，同比增长13.90%；公司普通股股东应占溢利为人民币14.88亿元，同比增长14.90%；每股基本及摊薄盈利人民币18.05分。这是一份优异的成绩单，在竞争激烈的市场环境下，今年上半年，京能清洁能源的营收、净利润同比增速双双取得两位数增长...</p>\n\n<a href=\"https://www.gelonghui.com/news/detail.html?id=608034\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f01e4b782ba393cb7794f7764a5d7d90","relate_stocks":{"00579":"京能清洁能源"},"source_url":"https://www.gelonghui.com/news/detail.html?id=608034","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163702540","content_text":"8月26日，港股京能清洁能源(0579.HK)公布2021中期业绩报告：实现营业收入人民币93.40亿元，同比增长12.81%；除税前溢利为人民币18.84亿元，同比增长13.90%；公司普通股股东应占溢利为人民币14.88亿元，同比增长14.90%；每股基本及摊薄盈利人民币18.05分。这是一份优异的成绩单，在竞争激烈的市场环境下，今年上半年，京能清洁能源的营收、净利润同比增速双双取得两位数增长，可以说“稳”中有进，前进动力十足。1、业务稳健增长，行业地位进一步巩固通过京能清洁能源发布的半年度业绩报告，可以发现在经营业绩稳健增长的同时，在多个业务维度均有不俗表现，并且得到持续优化。装机容量稳步提高，截至2021年6月30日，公司控股总装机容量为1,121.5万千瓦，同比增长14%，其中，风力发电业务板块新增装机容量34.9万千瓦，全部来自于自建项目。发电量呈现较大幅度的增长。截至2021年6月30日，公司控股总发电量为161.79亿千瓦时，同比增长17.73%。其中燃气发电及供热业务板块发电量同比增长8.08%；风力发电业务板块发电量同比增长44.43%；光伏发电业务板块发电量同比增长37.87%，明显高于全国行业同期水平。总结来说，整个2021年上半年，京能清洁能源凭借其自身的软硬实力，充分发挥多元化的竞争优势，使得各个业务板块实现稳健增长。尤其是光伏板块更是超过全国同期的水平，充分迎合“30,60”、“碳达峰、碳中和”的发展理念，进一步巩固了公司作为地方新能源国企的行业领先地位。2、自主开发与项目并购双轮驱动，业务协同效应凸显评判一家企业的增长，往往有两个看点值得关注，其一，内生动力的增长，即依靠企业自身积累，厚积薄发；其二，外延式并购，通过收并购，实现市场、资源、技术的整合，在高效的企业内控能力之下，实现高速发展。 在内生动力增长方面，不断加快自主项目开发、建设的步伐。根据中报数据显示，截至2021年上半年，公司自主开发取得建设指标的风电、光伏项目18个，装机容量175.4万千瓦。 其中，公司承建的“京张奥运风电项目”，利用张家口地区丰富的风电资源，以北京市和河北省联合申办冬奥委会为契机，将张家口地区风电输送至北京电网以冬季供热方式进行消纳，同时为2022年北京冬奥委会在奥运史上首次实现全部场馆绿色电力覆盖的创举贡献首都国企的一份力量。不仅如此，该项目的建设让当地丰富的风能资源得到了开发与利用，对发展地区经济起到巨大的推动作用。同时极大地优化了北京能源结构，更有利于中央“京津冀一体化”协同发展的战略部署落地、产生实效。据了解，该项目总装机容量120万千瓦。其中京能清洁能源自建容量77.5万千瓦，截至目前，已经完成了东旭尚义20万千瓦风电项目、国新郝家营10万千瓦风电项目股转。京能清洁能源管理装机容量达107.5万千瓦，项目总投资约90亿元。在外延式扩张上，通过项目并购的方式大力拓展业务。截至2021年上半年，正在开展并购工作的风电、光伏项目共计13个，装机容量148.6万千瓦。今年7月份，公司与宁夏嘉泽订立了恺阳及博阳股权转让协议，收购了宁夏红寺堡297.5MW风电、光伏项目及宁夏同心99MW风电项目，为京能清洁能源下半年的装机容量增长贡献了一份力量。值得一提的是，此次收购有利于京能清洁能源西北分公司的集约化管理，将与公司既有资产形成较好的协同效应。不仅可以达到优势互补，取长补短，降本增效，业务相互协同的目的，还可以让公司形成全国化、全方位的战略布局。事实上，收购并购是新能源行业集中度增强的必经之路，也是行业内部洗牌的一种表现。随着整体行业自建项目成本的增加，寻求通过并购形式收购股权获得项目，甚至收购其他行业填补业态布局短板、扩大规模已成为新能源企业新的经营模式之一。对新能源企业而言，由之前的纯竞争转为合作，不仅可以相互借力，一定程度上规避投资风险，实现利益最大化。同时，还可以发挥各家所长，把企业做到最好。因此，长期来看，随着市场环境的变化，新能源企业未来的发展模式，除了苦练内功，增强自身的硬核实力之外，以并购、重组等形式来获取更多资源，多领域的尝试，“双轮驱动”以至“四轮驱动”将是新能源的企业未来成长之路，京能清洁能源已正式踏上了这条“做强、做大”的高速之路。","news_type":1},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811109949,"gmtCreate":1630293486281,"gmtModify":1676530259693,"author":{"id":"3550828792714737","authorId":"3550828792714737","name":"记事本2020","avatar":"https://static.tigerbbs.com/f529f483c65820f1fbdbed82968cd4d7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550828792714737","authorIdStr":"3550828792714737"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811109949","repostId":"1167910924","repostType":2,"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810814571,"gmtCreate":1629962150993,"gmtModify":1676530185284,"author":{"id":"3550828792714737","authorId":"3550828792714737","name":"记事本2020","avatar":"https://static.tigerbbs.com/f529f483c65820f1fbdbed82968cd4d7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550828792714737","authorIdStr":"3550828792714737"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810814571","repostId":"2162106440","repostType":2,"repost":{"id":"2162106440","kind":"news","pubTimestamp":1629959831,"share":"https://ttm.financial/m/news/2162106440?lang=&edition=fundamental","pubTime":"2021-08-26 14:37","market":"sh","language":"zh","title":"大摩：予药明生物“增持”评级 目标价升3.6%至170港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2162106440","media":"智通财经","summary":"大摩发布研究报告称，予药明生物(02269)“增持”评级，目标价自164港元上调至170港元，上调2021-24年间盈测1%至9%，以反映强劲上半年业绩表现，收入及毛利润预测也同步上调。 ...","content":"<html><body><div>\n<p>　　大摩发布研究报告称，予<a href=\"https://laohu8.com/S/02269\">药明生物</a>(02269)“增持”评级，目标价自164港元上调至170港元，上调2021-24年间盈测1%至9%，以反映强劲上半年业绩表现，收入及毛利润预测也同步上调。</p>\n<p><strong>关注<a href=\"https://laohu8.com/S/300033\">同花顺</a>财经（ths518），获取更多机会</strong></p>\n<span></span>\n<div><span>责任编辑：cjh</span></div>\n</div></body></html>","source":"tonghuashun","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>大摩：予药明生物“增持”评级 目标价升3.6%至170港元</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n大摩：予药明生物“增持”评级 目标价升3.6%至170港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 14:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.10jqka.com.cn/hks/20210826/c632175865.shtml><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大摩发布研究报告称，予药明生物(02269)“增持”评级，目标价自164港元上调至170港元，上调2021-24年间盈测1%至9%，以反映强劲上半年业绩表现，收入及毛利润预测也同步上调。\n关注同花顺财经（ths518），获取更多机会\n\n责任编辑：cjh</p>\n\n<a href=\"http://stock.10jqka.com.cn/hks/20210826/c632175865.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/24fa8350588843d92f819ac12ab5ce16","relate_stocks":{"02269":"药明生物"},"source_url":"http://stock.10jqka.com.cn/hks/20210826/c632175865.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2162106440","content_text":"大摩发布研究报告称，予药明生物(02269)“增持”评级，目标价自164港元上调至170港元，上调2021-24年间盈测1%至9%，以反映强劲上半年业绩表现，收入及毛利润预测也同步上调。\n关注同花顺财经（ths518），获取更多机会\n\n责任编辑：cjh","news_type":1},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837654134,"gmtCreate":1629886521628,"gmtModify":1676530162487,"author":{"id":"3550828792714737","authorId":"3550828792714737","name":"记事本2020","avatar":"https://static.tigerbbs.com/f529f483c65820f1fbdbed82968cd4d7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550828792714737","authorIdStr":"3550828792714737"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837654134","repostId":"2162031026","repostType":2,"repost":{"id":"2162031026","kind":"news","pubTimestamp":1629875170,"share":"https://ttm.financial/m/news/2162031026?lang=&edition=fundamental","pubTime":"2021-08-25 15:06","market":"hk","language":"zh","title":"中泰证券：维持药明生物(02269)“买入”评级 期待新技术平台逐步贡献新增量","url":"https://stock-news.laohu8.com/highlight/detail?id=2162031026","media":"智通财经","summary":"智通财经APP获悉，中泰证券发布研究报告称，维持药明生物“买入”评级，认为公司是全球生物药外包服务行业稀缺标的，所处行业高景气、公司优势凸显，后续随着现有项目进入商业化，以及XDC、疫苗、双抗等平台加速兑现，长期空间广阔，未来可期。中泰证券主要观点如下：业绩超预期，归母净利润高于业绩预告。前次业绩预告2021H1归母净利润同比增长135%，实际增长150.3%，高于预期。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/600918\">中泰证券</a>发布研究报告称，维持<a href=\"https://laohu8.com/S/02269\">药明生物</a>(02269)“买入”评级，认为公司是全球生物药外包服务行业稀缺标的，所处行业高景气、公司优势凸显，后续随着现有项目进入商业化，以及XDC、疫苗、双抗等平台加速兑现，长期空间广阔，未来可期。</p><p><strong>事件：</strong>公司发布2021年上半年业绩，期内实现营业收入44.1亿元，同比增长126.7%;归母净利润18.4亿元，同比增长150.3%;经调整归母净利润17.7亿元，同比增长163%。</p><p><strong>中泰证券主要观点如下：</strong></p><p><strong>业绩超预期，归母净利润高于业绩预告。</strong></p><p>前次业绩预告2021H1归母净利润同比增长135%，实际增长150.3%，高于预期。该行认为主要源于：</p><p>1)临床后期及商业化项目快速放量，其中临床阶段收入19.4亿元(同比+109.2%)，商业化阶段收入8.89亿(+2923.5%);</p><p>2)海外疫情常态化后需求的快速恢复，2021H1北美收入21.9亿元(同比+149.3%)，欧洲收入9.9亿元(同比+706.8%);</p><p>3)管理能力持续优化，运营效率持续提升，2021H1毛利率约为52.1%(+11.6pp)，净利率约为41.8%(+3.9pp)，期间费用率约12.4%(-8.2pp);</p><p>4)去年基数低：去年上半年因疫情扰动导致整体基数较低，2020H1归母7.4亿(+63.6%)，但对比2019H1归母净利润，公司2019H1-2021H1CAGR约102.3%，增长迅猛。</p><p><strong>CMO放量逻辑持续兑现，跟随并赢得分子策略进展顺利，有望带动整体业绩加速增长。</strong></p><p>公司秉承跟随及赢得分子策略，截止6月30日，上半年延伸27个项目(14个临床前至临床、2个III期至商业化)，外部引进20个临床项目(+400%，其中临床II期9个、临床III期4个)，新增79个项目，整体项目数达408个(较2020H1同比+42.7%)，其中临床前212个(+50.4%)、早期(I期、II期)项目数达160个(+28%)，III期项目达32个(+68.4%)，商业化项目4个(新增三个)。</p><p>此外，源于项目数不断快速增长，公司在手订单持续高增，预计未来三年能够完成订单总额达22.5亿美元(+143.1%)，未完成订单总额约124.6亿美元(+31.7%)，其中未完成服务订单72.3亿美元(+25.2%)。该行预计2021年将有7个商业化项目落地，有望推动CDMO板块新一轮放量，带动整体业绩提速增长。</p><p><strong>先进的XDC、疫苗、双抗平台带来增长新动能。</strong></p><p><strong>XDC：</strong>公司XDC药物研发平台凭借WuXiDAR4技术优势承接48个ADC项目(+60%)，已有15个CDMO项目正在进行，商业化放量可期;</p><p><strong>WuxiVaccine：</strong>9个疫苗订单正在执行(同比增长8个)，在手订单提升至33亿美元，药明海德预计2022年投入运营，有望持续带来业绩增量。</p><p><strong>双抗：</strong>WuxiBody™承接31个项目(+19.2%)，预计2021年新增1~2个IND申请，有望延伸CDMO逐步贡献新增量。</p><p><strong>盈利预测与投资建议：</strong>该行预计2021-2023年公司收入93.6、138.4和194亿元，同比增长66.7%、47.9%、40.2%，归母净利润28.2、41.7和58.8亿元，同比增长67.1%、47.6%、41.2%，对应EPS为0.67、0.98、1.39元。</p><p><strong>风险提示事件：</strong>研究报告使用的公开资料可能存在信息滞后或更新不及时的风险、拟收购<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>中国生物药生产基地项目进展不及预期风险、生物药研发投入不及预期、核心技术人员流失的风险。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中泰证券：维持药明生物(02269)“买入”评级 期待新技术平台逐步贡献新增量</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中泰证券：维持药明生物(02269)“买入”评级 期待新技术平台逐步贡献新增量\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 15:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/543594.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中泰证券发布研究报告称，维持药明生物(02269)“买入”评级，认为公司是全球生物药外包服务行业稀缺标的，所处行业高景气、公司优势凸显，后续随着现有项目进入商业化，以及XDC、疫苗、双抗等平台加速兑现，长期空间广阔，未来可期。事件：公司发布2021年上半年业绩，期内实现营业收入44.1亿元，同比增长126.7%;归母净利润18.4亿元，同比增长150.3%;经调整归母净利润...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/543594.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df4ec61541b268a5353585001973d7cb","relate_stocks":{"600918":"中泰证券","02269":"药明生物"},"source_url":"http://www.zhitongcaijing.com/content/detail/543594.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162031026","content_text":"智通财经APP获悉，中泰证券发布研究报告称，维持药明生物(02269)“买入”评级，认为公司是全球生物药外包服务行业稀缺标的，所处行业高景气、公司优势凸显，后续随着现有项目进入商业化，以及XDC、疫苗、双抗等平台加速兑现，长期空间广阔，未来可期。事件：公司发布2021年上半年业绩，期内实现营业收入44.1亿元，同比增长126.7%;归母净利润18.4亿元，同比增长150.3%;经调整归母净利润17.7亿元，同比增长163%。中泰证券主要观点如下：业绩超预期，归母净利润高于业绩预告。前次业绩预告2021H1归母净利润同比增长135%，实际增长150.3%，高于预期。该行认为主要源于：1)临床后期及商业化项目快速放量，其中临床阶段收入19.4亿元(同比+109.2%)，商业化阶段收入8.89亿(+2923.5%);2)海外疫情常态化后需求的快速恢复，2021H1北美收入21.9亿元(同比+149.3%)，欧洲收入9.9亿元(同比+706.8%);3)管理能力持续优化，运营效率持续提升，2021H1毛利率约为52.1%(+11.6pp)，净利率约为41.8%(+3.9pp)，期间费用率约12.4%(-8.2pp);4)去年基数低：去年上半年因疫情扰动导致整体基数较低，2020H1归母7.4亿(+63.6%)，但对比2019H1归母净利润，公司2019H1-2021H1CAGR约102.3%，增长迅猛。CMO放量逻辑持续兑现，跟随并赢得分子策略进展顺利，有望带动整体业绩加速增长。公司秉承跟随及赢得分子策略，截止6月30日，上半年延伸27个项目(14个临床前至临床、2个III期至商业化)，外部引进20个临床项目(+400%，其中临床II期9个、临床III期4个)，新增79个项目，整体项目数达408个(较2020H1同比+42.7%)，其中临床前212个(+50.4%)、早期(I期、II期)项目数达160个(+28%)，III期项目达32个(+68.4%)，商业化项目4个(新增三个)。此外，源于项目数不断快速增长，公司在手订单持续高增，预计未来三年能够完成订单总额达22.5亿美元(+143.1%)，未完成订单总额约124.6亿美元(+31.7%)，其中未完成服务订单72.3亿美元(+25.2%)。该行预计2021年将有7个商业化项目落地，有望推动CDMO板块新一轮放量，带动整体业绩提速增长。先进的XDC、疫苗、双抗平台带来增长新动能。XDC：公司XDC药物研发平台凭借WuXiDAR4技术优势承接48个ADC项目(+60%)，已有15个CDMO项目正在进行，商业化放量可期;WuxiVaccine：9个疫苗订单正在执行(同比增长8个)，在手订单提升至33亿美元，药明海德预计2022年投入运营，有望持续带来业绩增量。双抗：WuxiBody™承接31个项目(+19.2%)，预计2021年新增1~2个IND申请，有望延伸CDMO逐步贡献新增量。盈利预测与投资建议：该行预计2021-2023年公司收入93.6、138.4和194亿元，同比增长66.7%、47.9%、40.2%，归母净利润28.2、41.7和58.8亿元，同比增长67.1%、47.6%、41.2%，对应EPS为0.67、0.98、1.39元。风险提示事件：研究报告使用的公开资料可能存在信息滞后或更新不及时的风险、拟收购辉瑞中国生物药生产基地项目进展不及预期风险、生物药研发投入不及预期、核心技术人员流失的风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835151166,"gmtCreate":1629696705355,"gmtModify":1676530102959,"author":{"id":"3550828792714737","authorId":"3550828792714737","name":"记事本2020","avatar":"https://static.tigerbbs.com/f529f483c65820f1fbdbed82968cd4d7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550828792714737","authorIdStr":"3550828792714737"},"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/835151166","repostId":"2161725272","repostType":2,"repost":{"id":"2161725272","kind":"news","pubTimestamp":1629684392,"share":"https://ttm.financial/m/news/2161725272?lang=&edition=fundamental","pubTime":"2021-08-23 10:06","market":"us","language":"zh","title":"【异动股】药明生物(02269.HK)涨3.13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2161725272","media":"金融界网站","summary":"【财华社讯】药明生物(02269.HK)截至10:06上涨3.13%，现报108.6港元，涨3.3港元。成交375万股，涉资3.967亿元。（出处：FinetAI）","content":"<html><body><div><p>　　【财华社讯】<a href=\"https://laohu8.com/S/02269\">药明生物</a>(02269.HK)截至10:06上涨3.13%，现报108.6港元，涨3.3港元。成交375万股，涉资3.967亿元。（出处：FinetAI）</p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动股】药明生物(02269.HK)涨3.13%</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"02269":"药明生物"},"source_url":"http://hk.jrj.com.cn/2021/08/23100633301119.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161725272","content_text":"【财华社讯】药明生物(02269.HK)截至10:06上涨3.13%，现报108.6港元，涨3.3港元。成交375万股，涉资3.967亿元。（出处：FinetAI）","news_type":1},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320086108,"gmtCreate":1614990798804,"gmtModify":1704777945890,"author":{"id":"3550828792714737","authorId":"3550828792714737","name":"记事本2020","avatar":"https://static.tigerbbs.com/f529f483c65820f1fbdbed82968cd4d7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550828792714737","authorIdStr":"3550828792714737"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320086108","repostId":"1183532320","repostType":2,"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320086094,"gmtCreate":1614990789718,"gmtModify":1704777945082,"author":{"id":"3550828792714737","authorId":"3550828792714737","name":"记事本2020","avatar":"https://static.tigerbbs.com/f529f483c65820f1fbdbed82968cd4d7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550828792714737","authorIdStr":"3550828792714737"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320086094","repostId":"1183532320","repostType":2,"repost":{"id":"1183532320","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":1614957526,"share":"https://ttm.financial/m/news/1183532320?lang=&edition=fundamental","pubTime":"2021-03-05 23:18","market":"us","language":"zh","title":"跟谁学低开高走扭转16%跌幅，盘中涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183532320","media":"老虎资讯综合","summary":"周五，跟谁学盘中转涨，一度涨超10%，截至发稿涨幅5.09%。盘初曾跌超16%。3月5日，跟谁学公布了2020财年第四季度及2020财年全年未经审计财务报告。根据报告，跟谁学2020年Q4收入达22.","content":"<p>周五，<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>盘中转涨，一度涨超10%，截至发稿涨幅5.09%。盘初曾跌超16%。</p><p><img src=\"https://static.tigerbbs.com/cb6b5d6338311733c563f52359dabb4f\" tg-width=\"840\" tg-height=\"470\"></p><p>3月5日，跟谁学公布了2020财年第四季度及2020财年全年未经审计财务报告。根据报告，跟谁学2020年Q4收入达22.11亿元，同比增长136.5%，正价课付费人次同比增长107.6%达227.5万。</p><p>2020财年Q4财报是跟谁学将K12业务全部合并至“高途课堂”后的首季成绩单，K12在线课程收入为19.75亿元，同比增长155.6%，占公司全部收入的89.33%，K12在线课程的现金收入为29.23亿元人民币，同比增长109.8%,，占公司全部现金收入的92.90%；K12在线课程正价课付费人次达到213.9万，同比增长112.8%，占公司全部正价课付费人次的94%。</p><p>同时，截止到2020年12月31日，跟谁学2020财年全年实现收入71.25亿元，同比增长236.9%，正价课付费人次达587.1万，同比增长168.4%。其中，K12&nbsp;在线课程收入为62.37亿元，同比增长265.5%，K12在线课程正价课付费人次达542.9万，同比增长177.3%。</p><p>跟谁学创始人、董事长兼CEO陈向东表示：“2020年第四季度收入创造新高，达到22.1亿元。2020年营业收入同比增长了236.9%，为71.2亿元。跟谁学取得这样的增速和规模是通过高效率的运营达成的，仅第四季度单季经营净现金流就高达6.36亿元，全年经营净现金流也持续为正”。</p><p>值得关注的是，今年3月2日，跟谁学发布公告称，针对2020年多份做空报告开展的独立调查已基本结束，根据公司独立审计委员会聘请的第三方专业顾问反馈的调查结果，没有发现对公司历史财务报表有重大不利影响的证据。</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>跟谁学低开高走扭转16%跌幅，盘中涨超10%</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n跟谁学低开高走扭转16%跌幅，盘中涨超10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2021-03-05 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五，<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>盘中转涨，一度涨超10%，截至发稿涨幅5.09%。盘初曾跌超16%。</p><p><img src=\"https://static.tigerbbs.com/cb6b5d6338311733c563f52359dabb4f\" tg-width=\"840\" tg-height=\"470\"></p><p>3月5日，跟谁学公布了2020财年第四季度及2020财年全年未经审计财务报告。根据报告，跟谁学2020年Q4收入达22.11亿元，同比增长136.5%，正价课付费人次同比增长107.6%达227.5万。</p><p>2020财年Q4财报是跟谁学将K12业务全部合并至“高途课堂”后的首季成绩单，K12在线课程收入为19.75亿元，同比增长155.6%，占公司全部收入的89.33%，K12在线课程的现金收入为29.23亿元人民币，同比增长109.8%,，占公司全部现金收入的92.90%；K12在线课程正价课付费人次达到213.9万，同比增长112.8%，占公司全部正价课付费人次的94%。</p><p>同时，截止到2020年12月31日，跟谁学2020财年全年实现收入71.25亿元，同比增长236.9%，正价课付费人次达587.1万，同比增长168.4%。其中，K12&nbsp;在线课程收入为62.37亿元，同比增长265.5%，K12在线课程正价课付费人次达542.9万，同比增长177.3%。</p><p>跟谁学创始人、董事长兼CEO陈向东表示：“2020年第四季度收入创造新高，达到22.1亿元。2020年营业收入同比增长了236.9%，为71.2亿元。跟谁学取得这样的增速和规模是通过高效率的运营达成的，仅第四季度单季经营净现金流就高达6.36亿元，全年经营净现金流也持续为正”。</p><p>值得关注的是，今年3月2日，跟谁学发布公告称，针对2020年多份做空报告开展的独立调查已基本结束，根据公司独立审计委员会聘请的第三方专业顾问反馈的调查结果，没有发现对公司历史财务报表有重大不利影响的证据。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f49cfbbad938b58f9d764c4f5e672e9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183532320","content_text":"周五，跟谁学盘中转涨，一度涨超10%，截至发稿涨幅5.09%。盘初曾跌超16%。3月5日，跟谁学公布了2020财年第四季度及2020财年全年未经审计财务报告。根据报告，跟谁学2020年Q4收入达22.11亿元，同比增长136.5%，正价课付费人次同比增长107.6%达227.5万。2020财年Q4财报是跟谁学将K12业务全部合并至“高途课堂”后的首季成绩单，K12在线课程收入为19.75亿元，同比增长155.6%，占公司全部收入的89.33%，K12在线课程的现金收入为29.23亿元人民币，同比增长109.8%,，占公司全部现金收入的92.90%；K12在线课程正价课付费人次达到213.9万，同比增长112.8%，占公司全部正价课付费人次的94%。同时，截止到2020年12月31日，跟谁学2020财年全年实现收入71.25亿元，同比增长236.9%，正价课付费人次达587.1万，同比增长168.4%。其中，K12 在线课程收入为62.37亿元，同比增长265.5%，K12在线课程正价课付费人次达542.9万，同比增长177.3%。跟谁学创始人、董事长兼CEO陈向东表示：“2020年第四季度收入创造新高，达到22.1亿元。2020年营业收入同比增长了236.9%，为71.2亿元。跟谁学取得这样的增速和规模是通过高效率的运营达成的，仅第四季度单季经营净现金流就高达6.36亿元，全年经营净现金流也持续为正”。值得关注的是，今年3月2日，跟谁学发布公告称，针对2020年多份做空报告开展的独立调查已基本结束，根据公司独立审计委员会聘请的第三方专业顾问反馈的调查结果，没有发现对公司历史财务报表有重大不利影响的证据。","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":320086108,"gmtCreate":1614990798804,"gmtModify":1704777945890,"author":{"id":"3550828792714737","authorId":"3550828792714737","name":"记事本2020","avatar":"https://static.tigerbbs.com/f529f483c65820f1fbdbed82968cd4d7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550828792714737","authorIdStr":"3550828792714737"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320086108","repostId":"1183532320","repostType":2,"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320086094,"gmtCreate":1614990789718,"gmtModify":1704777945082,"author":{"id":"3550828792714737","authorId":"3550828792714737","name":"记事本2020","avatar":"https://static.tigerbbs.com/f529f483c65820f1fbdbed82968cd4d7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550828792714737","authorIdStr":"3550828792714737"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320086094","repostId":"1183532320","repostType":2,"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811218252,"gmtCreate":1630326149476,"gmtModify":1676530269198,"author":{"id":"3550828792714737","authorId":"3550828792714737","name":"记事本2020","avatar":"https://static.tigerbbs.com/f529f483c65820f1fbdbed82968cd4d7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550828792714737","authorIdStr":"3550828792714737"},"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/811218252","repostId":"2163012390","repostType":2,"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835151166,"gmtCreate":1629696705355,"gmtModify":1676530102959,"author":{"id":"3550828792714737","authorId":"3550828792714737","name":"记事本2020","avatar":"https://static.tigerbbs.com/f529f483c65820f1fbdbed82968cd4d7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550828792714737","authorIdStr":"3550828792714737"},"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/835151166","repostId":"2161725272","repostType":2,"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811103906,"gmtCreate":1630293590105,"gmtModify":1676530259718,"author":{"id":"3550828792714737","authorId":"3550828792714737","name":"记事本2020","avatar":"https://static.tigerbbs.com/f529f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