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敬畏市场敬畏之心感恩之心
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敬畏市场敬畏之心感恩之心
敬畏市场敬畏之心感恩之心
·
01-14
$特斯拉(TSLA)$
Tesla FSD Big Turn: Full Change from 'Buy-Out' to Subscription, Proposed to Effect After Feb. 14
该服务目前月度费用为99美元。
Tesla FSD Big Turn: Full Change from 'Buy-Out' to Subscription, Proposed to Effect After Feb. 14
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敬畏市场敬畏之心感恩之心
敬畏市场敬畏之心感恩之心
·
2024-09-30
$XI二南方恒科(07552)$
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敬畏市场敬畏之心感恩之心
敬畏市场敬畏之心感恩之心
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2022-12-30
$光正教育(06068)$
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敬畏市场敬畏之心感恩之心
敬畏市场敬畏之心感恩之心
·
2021-07-01
??
Reminder: US stocks will be closed on July 5th due to the US Independence Day holiday.
因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。 港股、A股、英股、澳股、新加坡股市照常交易。 背景简介： 独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月
Reminder: US stocks will be closed on July 5th due to the US Independence Day holiday.
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敬畏市场敬畏之心感恩之心
敬畏市场敬畏之心感恩之心
·
2021-06-28
Omg
Growth VS. value: the biggest divide in the US stock market right now.
一场成长股与价值股之间的角力正在展开。 行至年中，笼罩的美股上方的不确定性越来越大，对美股风格也产生了巨大影响，一场成长股与价值股之间的角力正在展开。 就不确定性而言，一方面，美国货币和财政支持可能
Growth VS. value: the biggest divide in the US stock market right now.
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敬畏市场敬畏之心感恩之心
敬畏市场敬畏之心感恩之心
·
2021-06-27
??????
A single grain breaks a thousand! Who is behind the surge in prices of the "miracle drug" Pien Tze Huang?
片仔癀价格上涨的一部分原因是原材料资源的稀缺导致采购成本较高，人工成本也在逐年上涨。此外，片仔癀在南方部分地区，被当做礼品。而随着价格的抬升，片仔癀甚至被看作一种投资品，导致黄牛入场，恶意囤积，高价卖
A single grain breaks a thousand! Who is behind the surge in prices of the "miracle drug" Pien Tze Huang?
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敬畏市场敬畏之心感恩之心
敬畏市场敬畏之心感恩之心
·
2021-06-26
??????
Xiaomi's entry into car manufacturing has led to a new "hierarchy of contempt" for job seekers in the automotive industry.
一边是科技造车企业高薪招聘的信息不断更新，一边却是大量求职人员被拒之门外。“小米们”到底在找什么样的人？王珂在向这些科技造车企业求职时的感受，“传统车企好像就是传统守旧、思想僵化的代名词。”随着以小米为代表的科技企业入局造车，它们重金“招兵买马”的消息不断传出，这似乎让汽车从业人员有了更多“跳槽”的机会。
Xiaomi's entry into car manufacturing has led to a new "hierarchy of contempt" for job seekers in the automotive industry.
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敬畏市场敬畏之心感恩之心
敬畏市场敬畏之心感恩之心
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2021-06-24
Hahaha
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敬畏市场敬畏之心感恩之心
敬畏市场敬畏之心感恩之心
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2021-06-20
??????
Sorry, this post has been deleted
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敬畏市场敬畏之心感恩之心
敬畏市场敬畏之心感恩之心
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2021-06-19
??
India's largest IPO in history: "Alipay India" seeks a valuation of $30 billion
Paytm目前拥有约1.5亿用户数量，用户每月的交易量为14亿笔。蚂蚁集团和阿里巴巴合计持有其约37%的股份。
India's largest IPO in history: "Alipay India" seeks a valuation of $30 billion
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href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a> ","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$ </a> ","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521652569608376","repostId":"1118388234","repostType":2,"repost":{"id":"1118388234","kind":"news","pubTimestamp":1768383418,"share":"https://ttm.financial/m/news/1118388234?lang=en_US&edition=fundamental","pubTime":"2026-01-14 17:36","market":"us","language":"zh","title":"Tesla FSD Big Turn: Full Change from 'Buy-Out' to Subscription, Proposed to Effect After Feb. 14","url":"https://stock-news.laohu8.com/highlight/detail?id=1118388234","media":"智通财经","summary":"该服务目前月度费用为99美元。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>announced that it will completely change the sales model of its advanced driver assistance system, Full Self-Driving (FSD), with a full shift to monthly subscription services. CEO Elon Musk unveiled the shift on social media platform X, which is scheduled to take effect after February 14. Musk did not specify the reason for the decision, and the service currently costs $99 a month.</p><p><p style=\"text-align: justify;\">The move would eliminate FSD's one-time buyout fee of up to about $8,000, significantly lowering the initial threshold for users to experience the technology. Despite being named \"Fully Self-Driving,\" the technology currently requires constant driver monitoring and ready to take over.</p><p><p style=\"text-align: justify;\">Facing sluggish sales growth, Tesla is shifting its strategic focus to tech-centric growth points such as FSD, driverless taxis and<a href=\"https://laohu8.com/S/300024\">Robot</a>Business. Last year, Tesla has given way to China's title as the world's largest EV maker<a href=\"https://laohu8.com/S/BYDDY\">BYD</a>。</p><p><p style=\"text-align: justify;\">However, it is worth noting that although the market's outlook for Tesla's valuation and fundamental prospects has fully turned to FSD full autonomous driving, Robotaxi (completely unmanned autonomous taxi) and Tesla AI humanoid robot named \"Optimus Prime\" based on Tesla's exclusive AI supercomputing system, Tesla's electric vehicle sales and automobile business fundamentals have not been weakened to insignificance. It is still the pillar of current cash flow and balance sheet, and it is also the basis of FSD data closed loop and fleet size (Robotaxi will eventually fall into scalable vehicle production capacity and operation).</p><p></body></html></p>","source":"highlight_zhitongcaijin","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>Tesla FSD Big Turn: Full Change from 'Buy-Out' to Subscription, Proposed to Effect After Feb. 14</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\">\nTesla FSD Big Turn: Full Change from 'Buy-Out' to Subscription, Proposed to Effect After Feb. 14\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2026-01-14 17:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>announced that it will completely change the sales model of its advanced driver assistance system, Full Self-Driving (FSD), with a full shift to monthly subscription services. CEO Elon Musk unveiled the shift on social media platform X, which is scheduled to take effect after February 14. Musk did not specify the reason for the decision, and the service currently costs $99 a month.</p><p><p style=\"text-align: justify;\">The move would eliminate FSD's one-time buyout fee of up to about $8,000, significantly lowering the initial threshold for users to experience the technology. Despite being named \"Fully Self-Driving,\" the technology currently requires constant driver monitoring and ready to take over.</p><p><p style=\"text-align: justify;\">Facing sluggish sales growth, Tesla is shifting its strategic focus to tech-centric growth points such as FSD, driverless taxis and<a href=\"https://laohu8.com/S/300024\">Robot</a>Business. Last year, Tesla has given way to China's title as the world's largest EV maker<a href=\"https://laohu8.com/S/BYDDY\">BYD</a>。</p><p><p style=\"text-align: justify;\">However, it is worth noting that although the market's outlook for Tesla's valuation and fundamental prospects has fully turned to FSD full autonomous driving, Robotaxi (completely unmanned autonomous taxi) and Tesla AI humanoid robot named \"Optimus Prime\" based on Tesla's exclusive AI supercomputing system, Tesla's electric vehicle sales and automobile business fundamentals have not been weakened to insignificance. It is still the pillar of current cash flow and balance sheet, and it is also the basis of FSD data closed loop and fleet size (Robotaxi will eventually fall into scalable vehicle production capacity and operation).</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/1392776.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d695ec0cc530efc680a696604e078f14","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zhitongcaijing.com/content/detail/1392776.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1118388234","content_text":"特斯拉宣布将彻底改变其高级驾驶辅助系统“全自动驾驶”(FSD)的销售模式，全面转向月度订阅服务。首席执行官埃隆·马斯克在社交媒体平台X上公布了这一转变，计划于2月14日后生效。马斯克未具体说明决策原因，该服务目前月度费用为99美元。此举将取消FSD高达约8000美元的一次性买断费用，大幅降低用户体验该技术的初始门槛。尽管命名为“全自动驾驶”，该技术目前仍需驾驶员持续监控并随时准备接管。在面临销售增长乏力的背景下，特斯拉正将其战略重心转向以科技为核心的增长点，如FSD、无人驾驶出租车和机器人业务。去年，特斯拉已将全球最大电动汽车制造商的头衔让位于中国的比亚迪。不过，值得注意的是，虽然市场对于特斯拉估值与基本面前景的展望已经全面转向基于特斯拉独家AI超算体系打造的FSD全自动驾驶、Robotaxi(完全无人自动驾驶出租车)，以及名为“擎天柱”的特斯拉AI人形机器人，特斯拉电动车销量与汽车业务基本面并未被削弱到无足轻重，它仍是当前现金流与资产负债表的支柱，也是FSD数据闭环与车队规模的基础(Robotaxi最终也要落到可规模化的车辆产能与运营)。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":2801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355014360314248,"gmtCreate":1727675514691,"gmtModify":1727675516695,"author":{"id":"3576715327990513","authorId":"3576715327990513","name":"敬畏市场敬畏之心感恩之心","avatar":"https://community-static.tradeup.com/news/2c8315566db80394ce17e74f51e81b00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576715327990513","idStr":"3576715327990513"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/07552\">$XI二南方恒科(07552)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://ttm.financial/S/07552\">$XI二南方恒科(07552)$ </a><v-v data-views=\"0\"></v-v> ","text":"$XI二南方恒科(07552)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355014360314248","isVote":1,"tweetType":1,"viewCount":4333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927915013,"gmtCreate":1672368900533,"gmtModify":1676538680200,"author":{"id":"3576715327990513","authorId":"3576715327990513","name":"敬畏市场敬畏之心感恩之心","avatar":"https://community-static.tradeup.com/news/2c8315566db80394ce17e74f51e81b00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576715327990513","idStr":"3576715327990513"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/06068\">$光正教育(06068)$ </a>","listText":"<a href=\"https://ttm.financial/S/06068\">$光正教育(06068)$ </a>","text":"$光正教育(06068)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927915013","isVote":1,"tweetType":1,"viewCount":4575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158299819,"gmtCreate":1625149928931,"gmtModify":1703737243048,"author":{"id":"3576715327990513","authorId":"3576715327990513","name":"敬畏市场敬畏之心感恩之心","avatar":"https://community-static.tradeup.com/news/2c8315566db80394ce17e74f51e81b00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576715327990513","idStr":"3576715327990513"},"themes":[],"title":"","htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158299819","repostId":"1168133884","repostType":4,"repost":{"id":"1168133884","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":1625021330,"share":"https://ttm.financial/m/news/1168133884?lang=en_US&edition=fundamental","pubTime":"2021-06-30 10:48","market":"sh","language":"zh","title":"Reminder: US stocks will be closed on July 5th due to the US Independence Day holiday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1168133884","media":"老虎资讯综合","summary":"因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月","content":"<p><b>Due to the U.S. Independence Day holiday, U.S. stocks will be closed on Monday, July 5, and will resume trading on Tuesday, July 6.</b></p><p>Trading in Hong Kong, A-shares, UK, Macau, and Singapore stock markets will continue as usual.</p><p><b>Background Introduction:</b></p><p><b>Independence Day</b>It is a statutory national holiday in the United States, celebrated annually on July 4th to commemorate the formal adoption of the Declaration of Independence by the Continental Congress in Philadelphia on July 4, 1776. Independence Day in the United States is as solemn as religious and folk holidays. Before the holiday, people clean their yards, decorate their homes, and hang the national flag.<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: US stocks will be closed on July 5th due to the US Independence Day holiday.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: US stocks will be closed on July 5th due to the US Independence Day holiday.\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\">2021-06-30 10:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Due to the U.S. Independence Day holiday, U.S. stocks will be closed on Monday, July 5, and will resume trading on Tuesday, July 6.</b></p><p>Trading in Hong Kong, A-shares, UK, Macau, and Singapore stock markets will continue as usual.</p><p><b>Background Introduction:</b></p><p><b>Independence Day</b>It is a statutory national holiday in the United States, celebrated annually on July 4th to commemorate the formal adoption of the Declaration of Independence by the Continental Congress in Philadelphia on July 4, 1776. Independence Day in the United States is as solemn as religious and folk holidays. Before the holiday, people clean their yards, decorate their homes, and hang the national flag.<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21dd6adec6b29203b5bca22347419441","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168133884","content_text":"因美国独立日假期，7月5日（周一）美股休市一日，7月6日（周二）起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介：\n独立日是美国法定国庆日，日期为每年7月4日，以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日，与宗教、民俗节日一样隆重，老百姓在节日前清洁院落，装饰家居，悬挂国旗。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127187081,"gmtCreate":1624839972643,"gmtModify":1703845774393,"author":{"id":"3576715327990513","authorId":"3576715327990513","name":"敬畏市场敬畏之心感恩之心","avatar":"https://community-static.tradeup.com/news/2c8315566db80394ce17e74f51e81b00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576715327990513","idStr":"3576715327990513"},"themes":[],"title":"","htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127187081","repostId":"1175717613","repostType":4,"repost":{"id":"1175717613","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1624799107,"share":"https://ttm.financial/m/news/1175717613?lang=en_US&edition=fundamental","pubTime":"2021-06-27 21:05","market":"us","language":"zh","title":"Growth VS. value: the biggest divide in the US stock market right now.","url":"https://stock-news.laohu8.com/highlight/detail?id=1175717613","media":"华尔街见闻","summary":"一场成长股与价值股之间的角力正在展开。\n\n行至年中，笼罩的美股上方的不确定性越来越大，对美股风格也产生了巨大影响，一场成长股与价值股之间的角力正在展开。\n就不确定性而言，一方面，美国货币和财政支持可能","content":"<p>A battle is underway between growth stocks and value stocks. As we approach the middle of the year, the uncertainty surrounding US stocks is increasing, which has had a huge impact on the style of US stocks, and a battle between growth stocks and value stocks is underway.</p><p>In terms of uncertainty, on the one hand, U.S. monetary and fiscal support may decrease, which will weaken the current economic recovery and put pressure on corporate earnings growth. In addition, the U.S. government's plans to raise taxes are another potential deterrent.</p><p>On the other hand, inflation has become another major uncertainty affecting the performance of US stocks. If upward pressure on prices continues, resulting in higher rate hike expectations, US stocks may experience a bumpy road.</p><p>These uncertainties dominate the performance of growth and value stocks, and changes in inflation and monetary policy towards expectations will determine the style of US stocks in the second half of the year.</p><p>As previously mentioned by Wall Street Insights, since the beginning of this year, as US Treasury yields have risen rapidly and US stocks have rotated rapidly, the stock prices of tech giants that were enjoying great success during the pandemic have corrected sharply, while cyclical stocks that are more sensitive to economic recovery have rebounded collectively.</p><p>However, recently, as inflation expectations have cooled and US Treasury yields have declined, technology stocks have regained market favor, especially since the Federal Reserve hinted at an earlier-than-expected rate hike, which has intensified the rise in technology stocks.</p><p>Many analysts have sided with technology stocks, believing that after a correction, the valuations of American tech giants have begun to show attractiveness, which means that these tech leaders are expected to continue to rise.</p><p>Barclays strategist Maneesh Deshpande believes that U.S. tech stocks are currently relatively cheap. According to Barclays data, FANMAG currently has an average expected P/E of 29.9 times. This is only slightly higher than about 28 times before the pandemic began in December 2019, and a significant drop from the peak of 40 times in the middle of last year.</p><p>Jason Pride, Chief Investment Officer of Glenmede Private Wealth, believes that the rally in value stocks is not over yet, and value stocks will outperform technology stocks.</p><p>We are still in the process of fundamental recovery, with both economic growth and revenue improving. Our basic assumption is that inflation will eventually stabilize between 2% and 3%, which will benefit value stocks more than growth stocks. Morgan Stanley Asset Management also favors value stocks. Andrew Slimmon, a senior portfolio manager at the firm, said that people tend to hold inflation-sensitive stocks when the economy is stronger, and people may underestimate the duration of this cycle.</p><p>Slimmon points out that value stocks remain cheap relative to the broader market, and the phase of value stocks outperforming large-cap stocks will continue.</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>Growth VS. value: the biggest divide in the US stock market right now.</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\">\nGrowth VS. value: the biggest divide in the US stock market right now.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2021-06-27 21:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>A battle is underway between growth stocks and value stocks. As we approach the middle of the year, the uncertainty surrounding US stocks is increasing, which has had a huge impact on the style of US stocks, and a battle between growth stocks and value stocks is underway.</p><p>In terms of uncertainty, on the one hand, U.S. monetary and fiscal support may decrease, which will weaken the current economic recovery and put pressure on corporate earnings growth. In addition, the U.S. government's plans to raise taxes are another potential deterrent.</p><p>On the other hand, inflation has become another major uncertainty affecting the performance of US stocks. If upward pressure on prices continues, resulting in higher rate hike expectations, US stocks may experience a bumpy road.</p><p>These uncertainties dominate the performance of growth and value stocks, and changes in inflation and monetary policy towards expectations will determine the style of US stocks in the second half of the year.</p><p>As previously mentioned by Wall Street Insights, since the beginning of this year, as US Treasury yields have risen rapidly and US stocks have rotated rapidly, the stock prices of tech giants that were enjoying great success during the pandemic have corrected sharply, while cyclical stocks that are more sensitive to economic recovery have rebounded collectively.</p><p>However, recently, as inflation expectations have cooled and US Treasury yields have declined, technology stocks have regained market favor, especially since the Federal Reserve hinted at an earlier-than-expected rate hike, which has intensified the rise in technology stocks.</p><p>Many analysts have sided with technology stocks, believing that after a correction, the valuations of American tech giants have begun to show attractiveness, which means that these tech leaders are expected to continue to rise.</p><p>Barclays strategist Maneesh Deshpande believes that U.S. tech stocks are currently relatively cheap. According to Barclays data, FANMAG currently has an average expected P/E of 29.9 times. This is only slightly higher than about 28 times before the pandemic began in December 2019, and a significant drop from the peak of 40 times in the middle of last year.</p><p>Jason Pride, Chief Investment Officer of Glenmede Private Wealth, believes that the rally in value stocks is not over yet, and value stocks will outperform technology stocks.</p><p>We are still in the process of fundamental recovery, with both economic growth and revenue improving. Our basic assumption is that inflation will eventually stabilize between 2% and 3%, which will benefit value stocks more than growth stocks. Morgan Stanley Asset Management also favors value stocks. Andrew Slimmon, a senior portfolio manager at the firm, said that people tend to hold inflation-sensitive stocks when the economy is stronger, and people may underestimate the duration of this cycle.</p><p>Slimmon points out that value stocks remain cheap relative to the broader market, and the phase of value stocks outperforming large-cap stocks will continue.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","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":"1175717613","content_text":"一场成长股与价值股之间的角力正在展开。\n\n行至年中，笼罩的美股上方的不确定性越来越大，对美股风格也产生了巨大影响，一场成长股与价值股之间的角力正在展开。\n就不确定性而言，一方面，美国货币和财政支持可能会减少，这将削弱当前经济复苏的活力，并对企业盈利增长造成压力。此外美国政府酝酿提高税收的计划是另一个潜在的抑制因素。\n另一方面，通胀走势成为牵动美股走势的另一大不确定性，如果价格的上行压力持续，结果是加息预期上升，美股可能会经历一段坎坷之路。\n这些不确定性主宰着成长和价值股票走势，通胀和货币政策走向预期的变动将决定美股下半年的风格。\n华尔街见闻此前提及，今年初以来，随着美债收益率快速走高，美股快速轮动，疫情期间风光无限的科技巨头们股价大幅回调，而对经济复苏较为敏感的周期股集体反弹。\n但近期，随着通胀预期降温，美债收益率下行，科技股重获市场青睐，尤其是美联储暗示将早于预期加息以来，科技股涨势加剧。\n有不少分析师站队科技股，认为经过一番回调，目前美国科技巨头们的估值已经开始彰显吸引力，这意味着这些科技领头羊有望继续上涨。\n巴克莱策略师Maneesh Deshpande认为目前美国科技股相对便宜。巴克莱(Barclays)的数据显示，FANMAG目前的平均预期市盈率为29.9倍。这只比2019年12月大流行开始前的约28倍高一点点，比去年年中40倍的峰值大幅下降。\n格伦米德(Glenmede)私人财富首席投资官Jason Pride则认为，价值股的行情还未结束，价值股将跑赢科技股：\n\n 我们仍处于基本面复苏之中，经济增长和收入都有所提高。我们的基本假设是，通胀最终会稳定在2%至3%之间，这对价值股的益处将大于成长股。\n\n摩根士丹利资产管理公司也偏好价值股。该机构高级投资组合经理Andrew Slimmon表示，在经济形势更为强劲的时候，倾向于持有对通胀敏感的股票，而人们可能低估了这个周期的持续时间。\nSlimmon指出，相对于更广泛的市场，价值型股票仍然很便宜，价值股表现超大盘的阶段将持续下去。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":5875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124490019,"gmtCreate":1624776872731,"gmtModify":1703845027076,"author":{"id":"3576715327990513","authorId":"3576715327990513","name":"敬畏市场敬畏之心感恩之心","avatar":"https://community-static.tradeup.com/news/2c8315566db80394ce17e74f51e81b00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576715327990513","idStr":"3576715327990513"},"themes":[],"title":"","htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124490019","repostId":"1179952781","repostType":4,"repost":{"id":"1179952781","kind":"news","pubTimestamp":1624762340,"share":"https://ttm.financial/m/news/1179952781?lang=en_US&edition=fundamental","pubTime":"2021-06-27 10:52","market":"sh","language":"zh","title":"A single grain breaks a thousand! Who is behind the surge in prices of the \"miracle drug\" Pien Tze Huang?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179952781","media":"雷达财经","summary":"片仔癀价格上涨的一部分原因是原材料资源的稀缺导致采购成本较高，人工成本也在逐年上涨。此外，片仔癀在南方部分地区，被当做礼品。而随着价格的抬升，片仔癀甚至被看作一种投资品，导致黄牛入场，恶意囤积，高价卖","content":"<p>Part of the reason for the price increase of Pien Tze Huang is the scarcity of raw material resources, which leads to high procurement costs, and labor costs are also rising year by year. In addition, Pien Tze Huang is given as a gift in some parts of southern China. As prices rose, Pien Tze Huang was even seen as an investment product, leading to scalpers entering the market, maliciously hoarding and selling at high prices, further driving up prices. Long queues, purchase restrictions, stockouts... Recently, the prices of Moutai and Pien Tze Huang, known as the \"miracle drug,\" have skyrocketed, even exceeding 1,000 yuan per pill on some e-commerce platforms.</p><p>Meanwhile, Pien Tze Huang's stock price surged, rising from 240 yuan per share to 428.5 yuan per share within three months, an increase of nearly 80%. Currently, the company has a market capitalization of nearly 260 billion yuan and a P/E of 114.33 times, far exceeding the industry average.</p><p>Is Pien Tze Huang's efficacy really that miraculous? Some medical industry experts say that Pien Tze Huang is a prescription drug that has the effect of clearing damp heat in the liver and gallbladder, and has a certain effect on liver disease. It is not widely used in clinical practice, and doctors do not use it often.</p><p>Radar Finance's analysis revealed that the surge in the price of Pien Tze Huang was driven by multiple factors. Part of the reason for the price increase of Pien Tze Huang is the scarcity of raw material resources, which leads to high procurement costs, and labor costs are also rising year by year. In addition, Pien Tze Huang is given as a gift in some parts of southern China. As prices rose, Pien Tze Huang was even seen as an investment product, leading to scalpers entering the market, maliciously hoarding and selling at high prices, further driving up prices.</p><p><b>Offline drugs are extremely difficult to find, while online prices exceed 1,000 yuan.</b></p><p>Recently, many consumers have reported that offline pharmacies are experiencing a shortage of Pien Tze Huang. Advance reservations, offline queues, and limited purchases have made Pien Tze Huang a hot commodity in the current market. According to Baidu Search Index, searches related to Pien Tze Huang have surged recently, and Pien Tze Huang has become incredibly popular for a time.</p><p><img src=\"https://static.tigerbbs.com/f9410040e114f1d02c968b98dd3896b4\" tg-width=\"1080\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p>It is understood that although Pien Tze Huang has products such as pharmaceuticals, cosmetics, daily chemicals, medical devices, and health foods, its core products are mainly the Pien Tze Huang series, including Pien Tze Huang, Pien Tze Huang capsules, compound Pien Tze Huang lozenges, compound Pien Tze Huang ointment, and compound Pien Tze Huang hemorrhoid cream. Currently, Pien Tze Huang and Pien Tze Huang capsules are relatively difficult to buy, while the market sales of other Pien Tze Huang products are still normal.</p><p>Radar Finance learned from some e-commerce platforms that there are not many stores currently listing Pien Tze Huang and Pien Tze Huang capsules. The prices of Pien Tze Huang in stores where you can place orders are generally above 900 yuan, with some even reaching a sky-high price of over 1,450 yuan. Online platforms are either out of stock or prices are skyrocketing.</p><p><img src=\"https://static.tigerbbs.com/32d788078ae43348210859c4fe2e8c7d\" tg-width=\"1080\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"></p><p>Offline, Pien Tze Huang's main sales models in China are OTC sales and cinema sales, with OTC sales being the main method. The OTC sales model mainly includes Pien Tze Huang experience halls, regional distribution and retail pharmacies. At present, it is indeed difficult to buy Pien Tze Huang in offline pharmacies in many parts of the country. Consumers who wish to purchase Pien Tze Huang need to queue in advance to verify their identity information, and each person is limited to purchasing two pills.</p><p>When asked if there is a purchase restriction plan, the pharmacy clerk said that there are many customers buying at present, and drugs are in short supply. In order to prevent scalpers from maliciously hoarding and disrupting the market, customers who buy drugs are required to show their identity documents and prescriptions, and generally need to make an appointment one day in advance.</p><p>An insider at Pien Tze Huang also said that the drug was not as difficult to buy as it is now, and there was a large number of purchases a few months ago. To prevent scalpers from disrupting the market, the strategy of making reservations, presenting identification, and limiting quantities has been adopted. The official price has never been raised, and the price increase is likely the work of scalpers.</p><p><b>Is Pien Tze Huang really that miraculous?</b></p><p>What exactly is Pien Tze Huang? According to Baidu Encyclopedia, Pien Tze Huang is known as a \"national treasure and famous medicine\". It was originally the secret recipe of the imperial physician of the Ming Dynasty. Later, the imperial physician became a monk and came to Pushan Temple in Zhangzhou, southern Fujian to become a monk. He developed a special medicine for relieving inflammation and reducing swelling based on the court's secret recipe. The Zhangzhou dialect of Fujian collectively refers to all inflammations as \"Huang\". The medicine is shaped like a rope. When used, cut a thin slice and take it internally or externally. It takes effect in a short time, hence the name \"Pien Tze Huang\".</p><p>Pien Tze Huang is a ready-for-use traditional Chinese medicine, a heat-clearing agent, which has the effects of clearing heat and detoxifying, cooling blood and removing blood stasis, reducing swelling and relieving pain. It is often used for acute and chronic viral hepatitis caused by heat toxicity and blood stasis, carbuncle and boil, anonymous swelling and toxicity, bruises and various inflammations.</p><p>Even so, there are many drugs on the market for these conditions, but is Pien Tze Huang, whose price has skyrocketed, really that magical? Is it market speculation or is it truly having a miraculous effect?</p><p>Data shows that Pien Tze Huang is shaped like a flat oval block with an oval ring on the block. The surface is brownish-yellow or grayish-brown, with dense fine lines, and mold spots are visible. It is hard and difficult to break. The fractured surface is slightly rough, brownish-brown, uniform in color, and a small amount of mycelium is occasionally seen. The powder is brownish-yellow or light brownish-yellow, slightly fragrant, bitter and slightly sweet in taste. The prescription and process of Pien Tze Huang brand Pien Tze Huang are top secrets of the state, and it is a national first-class protected variety of traditional Chinese medicine.</p><p>Each pill of Pien Tze Huang weighs 3 grams, and each capsule contains 0.3 grams. For oral use, 0.6 grams once, 0.15-0.3 grams once for children under eight years old, 2-3 times a day. For external use, mix the powder with a little cold water or vinegar and apply it to the affected area (ulcers can be applied around the affected area). Several times a day, always keep moist, or follow the doctor's advice; Capsules are filled with 2 capsules at a time, 1 capsule at a time for children aged one to five years, 3 times a day.</p><p>According to the reviews of a Tmall pharmacy store that sells Pien Tze Huang, most consumers have positive reviews of Pien Tze Huang capsules. The main complaint is that the medicine is difficult to buy and depends on flash purchases or luck.</p><p><img src=\"https://static.tigerbbs.com/39699fc108640e3a3e74c254cda99336\" tg-width=\"558\" tg-height=\"1600\" referrerpolicy=\"no-referrer\"></p><p>Experts say that Pien Tze Huang is a prescription drug that has the effect of clearing damp heat in the liver and gallbladder, and has a certain effect on liver disease. It is not widely used in clinical practice, and doctors do not use it often. It should be noted that spicy and greasy foods should be avoided while taking Pien Tze Huang. If there is no improvement in symptoms after 3 days of taking the medicine, or if there are systemic symptoms such as chills and fever during taking the medicine, you should go to the hospital for treatment. Avoid collision and squeezing of local lesions. Those with severe redness, swelling, heat and pain in local lesions, and multiple abscesses at the top of the sore at the beginning, should go to the hospital for treatment. It is prohibited to use when the properties of the drug change; Children must use it under adult supervision; If you are taking other medicines, please consult your doctor or pharmacist before using this product; In addition, Pien Tze Huang should be avoided by pregnant women and used with caution by athletes.</p><p><b>Why did it surge? Scarcity of medicinal materials + investment appreciation + scalper speculation</b></p><p>On January 20, 2020, Pien Tze Huang Company issued an announcement stating that the domestic retail price of its flagship product, Pien Tze Huang tablets, would be raised from 530 yuan/capsule to 590 yuan/capsule, and the supply price would be raised by approximately 40 yuan/capsule accordingly. It is reported that this is the 15th price increase for Pien Tze Huang since 2005, with the price rising from 125 yuan per pill to 590 yuan per pill, an increase of nearly four times.</p><p>Why is Pien Tze Huang so expensive? According to industry insiders, a large part of the reason for the price increase of Pien Tze Huang is the scarcity of raw material resources, which leads to high procurement costs, and labor costs are also rising year by year.</p><p>The important ingredients involved in Pien Tze Huang medicine include musk, bezoar, snake bile, and Panax notoginseng. Among them, except for musk and snake gall, which are procured strictly in accordance with relevant national regulations, bezoar and Panax notoginseng can be procured through market channels, and the procurement prices are subject to market conditions. Therefore, a large part of the cost of Pien Tze Huang depends on the purchase price of Chinese medicinal materials.</p><p><img src=\"https://static.tigerbbs.com/2ffc9f225b2201bb43e4936dd64162c0\" tg-width=\"600\" tg-height=\"136\" referrerpolicy=\"no-referrer\"></p><p>The musk comes from musk deer, a Class I protected animal in my country, while the market price of natural musk ranges from 200 yuan to several hundred yuan per gram. The procurement of musk requires approval from the national forestry authorities. After the forestry authorities approve the quantity, the price is negotiated by the buyer and seller based on supply and demand. In recent years, the price of natural musk has risen slowly, and in 2020, the price of musk remained basically stable but rose slightly.</p><p>Secondly, there is bezoar, whose supply is easily affected by the supply of production areas and market demand. In 2020, the price of bezoar continued to rise. Musk and bezoar account for a small proportion of Pien Tze Huang's content, but their combined cost accounts for more than 90% of Pien Tze Huang's total cost.</p><p>Regarding snake gallbladder, procurement must be organized in accordance with relevant national regulations, and the price should be negotiated by the buyer and seller based on supply and demand. In 2020, the price of snake bile rose slightly.</p><p>To ensure the quality and stable supply of Panax notoginseng raw materials, the company has partnered with local enterprises in Wenshan, Yunnan to jointly build a standardized and regulated Panax notoginseng planting base. The company makes designated purchases from the base at market prices based on the demand for production raw materials. In 2020, the price of Panax notoginseng of the same specification decreased slightly.</p><p>In 2020, fluctuations in the prices of important medicinal materials had a certain impact on the cost of Pien Tze Huang series products. In the long run, the prices of musk, bezoar, and snake bile are on an upward trend, which will put upward pressure on the cost of Pien Tze Huang series products in the future. To reasonably control costs, the company will take advance planning and continuously monitor the market conditions of major varieties or important medicinal materials, and increase procurement reserves in a timely manner to control costs to the greatest extent possible.</p><p>An industry insider told Radar Finance that the price increase of Pien Tze Huang is not only due to increased costs, but also because Pien Tze Huang is considered a life-saving medicine by many people and is used as a gift. After Pien Tze Huang gradually raised its price, some people believed that investing in Pien Tze Huang was a sure thing and that it had financial attributes, which attracted scalpers to enter the market and caused the price to soar.</p><p><b>The company's stock price surged, and P/E far outperformed its peers.</b></p><p>According to Tianyancha data, the company behind Pien Tze Huang is Zhangzhou Pien Tze Huang Pharmaceutical Co., Ltd. The company is a national technology innovation demonstration enterprise and a time-honored Chinese brand with pharmaceutical manufacturing and research and development as its main businesses, and its current market value exceeds 250 billion yuan. In June 2003, the company's shares were successfully listed on the Shanghai Stock Exchange, becoming a state-owned listed pharmaceutical company (stock code: 600436).</p><p>In 2003, the company raised a total of 342 million yuan in its initial public offering; In 2013, the company raised a total of 776 million yuan through rights issues; As of the end of 2020, the company had distributed cash dividends a total of 17 times, with a total cash dividend of RMB 2.488 billion. The company's total share capital has increased from 140 million shares at the beginning of its listing to 603 million shares. The company's stock market value has exceeded 100 billion yuan, and its financial indicators such as return on assets (ROA) rank among the top in the pharmaceutical industry. The company has gained high recognition from domestic and foreign investors in the capital market, and its shares have been included in the first batch of lists of the MSCI index system, as well as several index systems such as the FTSE Russell.</p><p>Zhangzhou Pien Tze Huang Pharmaceutical Co., Ltd. owns 1 research institute, 35 holding subsidiaries, and 7 equity-participating companies, operating 6 major categories and more than 470 product series. It has established 23 scientific research, production, and medicinal material bases in 7 provinces and municipalities across the country. The company's operations cover industries such as ready-for-use traditional Chinese medicine, biopharmaceuticals, health foods, cosmetics, daily chemicals, medical devices, e-commerce, and modern pharmaceutical logistics.</p><p>According to the company's 2020 financial report, as of December 31, 2020, the company's total assets were RMB 10.206 billion, and the equity attributable to shareholders of the parent company was RMB 7.863 billion. During the reporting period, the company achieved total operating revenue of RMB 6.511 billion, an increase of RMB 789 million compared with the same period of the previous year, representing a year-on-year increase of 13.78%; The company achieved a net profit of 1.69 billion yuan, an increase of 303 million yuan over the same period of the previous year, representing a year-on-year increase of 21.85%. According to its official website, Pien Tze Huang paid 870 million yuan in taxes in 2020, a year-on-year increase of 29.33%, setting a new historical record for the same period. According to financial reports, liver disease drugs are the company's main source of profit; East China is the best-selling region in China.</p><p>In 2020, the company's R&D expenses were RMB 97.5516 million, a year-on-year decrease of 18.32%, with R&D investment accounting for 1.50% of operating revenue.</p><p>Given the current shortage of Pien Tze Huang, its stock price has surged in recent months, rising from 240 yuan/share to 428.5 yuan/share within three months, an increase of nearly 80%.</p><p>As of now, Pien Tze Huang's stock price P/E is 114.33 times, and the industry average P/E is 62.99 times.</p><p>Some investors believe that Pien Tze Huang is not essentially a \"miracle drug,\" but rather an anti-inflammatory drug. If consumers' faith is shattered in the future, it will have a significant impact on the performance of the listed company Pien Tze Huang.</p>","source":"lsy1575359225748","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>A single grain breaks a thousand! Who is behind the surge in prices of the \"miracle drug\" Pien Tze Huang?</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\">\nA single grain breaks a thousand! Who is behind the surge in prices of the \"miracle drug\" Pien Tze Huang?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">雷达财经</strong><span class=\"h-time small\">2021-06-27 10:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Part of the reason for the price increase of Pien Tze Huang is the scarcity of raw material resources, which leads to high procurement costs, and labor costs are also rising year by year. In addition, Pien Tze Huang is given as a gift in some parts of southern China. As prices rose, Pien Tze Huang was even seen as an investment product, leading to scalpers entering the market, maliciously hoarding and selling at high prices, further driving up prices. Long queues, purchase restrictions, stockouts... Recently, the prices of Moutai and Pien Tze Huang, known as the \"miracle drug,\" have skyrocketed, even exceeding 1,000 yuan per pill on some e-commerce platforms.</p><p>Meanwhile, Pien Tze Huang's stock price surged, rising from 240 yuan per share to 428.5 yuan per share within three months, an increase of nearly 80%. Currently, the company has a market capitalization of nearly 260 billion yuan and a P/E of 114.33 times, far exceeding the industry average.</p><p>Is Pien Tze Huang's efficacy really that miraculous? Some medical industry experts say that Pien Tze Huang is a prescription drug that has the effect of clearing damp heat in the liver and gallbladder, and has a certain effect on liver disease. It is not widely used in clinical practice, and doctors do not use it often.</p><p>Radar Finance's analysis revealed that the surge in the price of Pien Tze Huang was driven by multiple factors. Part of the reason for the price increase of Pien Tze Huang is the scarcity of raw material resources, which leads to high procurement costs, and labor costs are also rising year by year. In addition, Pien Tze Huang is given as a gift in some parts of southern China. As prices rose, Pien Tze Huang was even seen as an investment product, leading to scalpers entering the market, maliciously hoarding and selling at high prices, further driving up prices.</p><p><b>Offline drugs are extremely difficult to find, while online prices exceed 1,000 yuan.</b></p><p>Recently, many consumers have reported that offline pharmacies are experiencing a shortage of Pien Tze Huang. Advance reservations, offline queues, and limited purchases have made Pien Tze Huang a hot commodity in the current market. According to Baidu Search Index, searches related to Pien Tze Huang have surged recently, and Pien Tze Huang has become incredibly popular for a time.</p><p><img src=\"https://static.tigerbbs.com/f9410040e114f1d02c968b98dd3896b4\" tg-width=\"1080\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p>It is understood that although Pien Tze Huang has products such as pharmaceuticals, cosmetics, daily chemicals, medical devices, and health foods, its core products are mainly the Pien Tze Huang series, including Pien Tze Huang, Pien Tze Huang capsules, compound Pien Tze Huang lozenges, compound Pien Tze Huang ointment, and compound Pien Tze Huang hemorrhoid cream. Currently, Pien Tze Huang and Pien Tze Huang capsules are relatively difficult to buy, while the market sales of other Pien Tze Huang products are still normal.</p><p>Radar Finance learned from some e-commerce platforms that there are not many stores currently listing Pien Tze Huang and Pien Tze Huang capsules. The prices of Pien Tze Huang in stores where you can place orders are generally above 900 yuan, with some even reaching a sky-high price of over 1,450 yuan. Online platforms are either out of stock or prices are skyrocketing.</p><p><img src=\"https://static.tigerbbs.com/32d788078ae43348210859c4fe2e8c7d\" tg-width=\"1080\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"></p><p>Offline, Pien Tze Huang's main sales models in China are OTC sales and cinema sales, with OTC sales being the main method. The OTC sales model mainly includes Pien Tze Huang experience halls, regional distribution and retail pharmacies. At present, it is indeed difficult to buy Pien Tze Huang in offline pharmacies in many parts of the country. Consumers who wish to purchase Pien Tze Huang need to queue in advance to verify their identity information, and each person is limited to purchasing two pills.</p><p>When asked if there is a purchase restriction plan, the pharmacy clerk said that there are many customers buying at present, and drugs are in short supply. In order to prevent scalpers from maliciously hoarding and disrupting the market, customers who buy drugs are required to show their identity documents and prescriptions, and generally need to make an appointment one day in advance.</p><p>An insider at Pien Tze Huang also said that the drug was not as difficult to buy as it is now, and there was a large number of purchases a few months ago. To prevent scalpers from disrupting the market, the strategy of making reservations, presenting identification, and limiting quantities has been adopted. The official price has never been raised, and the price increase is likely the work of scalpers.</p><p><b>Is Pien Tze Huang really that miraculous?</b></p><p>What exactly is Pien Tze Huang? According to Baidu Encyclopedia, Pien Tze Huang is known as a \"national treasure and famous medicine\". It was originally the secret recipe of the imperial physician of the Ming Dynasty. Later, the imperial physician became a monk and came to Pushan Temple in Zhangzhou, southern Fujian to become a monk. He developed a special medicine for relieving inflammation and reducing swelling based on the court's secret recipe. The Zhangzhou dialect of Fujian collectively refers to all inflammations as \"Huang\". The medicine is shaped like a rope. When used, cut a thin slice and take it internally or externally. It takes effect in a short time, hence the name \"Pien Tze Huang\".</p><p>Pien Tze Huang is a ready-for-use traditional Chinese medicine, a heat-clearing agent, which has the effects of clearing heat and detoxifying, cooling blood and removing blood stasis, reducing swelling and relieving pain. It is often used for acute and chronic viral hepatitis caused by heat toxicity and blood stasis, carbuncle and boil, anonymous swelling and toxicity, bruises and various inflammations.</p><p>Even so, there are many drugs on the market for these conditions, but is Pien Tze Huang, whose price has skyrocketed, really that magical? Is it market speculation or is it truly having a miraculous effect?</p><p>Data shows that Pien Tze Huang is shaped like a flat oval block with an oval ring on the block. The surface is brownish-yellow or grayish-brown, with dense fine lines, and mold spots are visible. It is hard and difficult to break. The fractured surface is slightly rough, brownish-brown, uniform in color, and a small amount of mycelium is occasionally seen. The powder is brownish-yellow or light brownish-yellow, slightly fragrant, bitter and slightly sweet in taste. The prescription and process of Pien Tze Huang brand Pien Tze Huang are top secrets of the state, and it is a national first-class protected variety of traditional Chinese medicine.</p><p>Each pill of Pien Tze Huang weighs 3 grams, and each capsule contains 0.3 grams. For oral use, 0.6 grams once, 0.15-0.3 grams once for children under eight years old, 2-3 times a day. For external use, mix the powder with a little cold water or vinegar and apply it to the affected area (ulcers can be applied around the affected area). Several times a day, always keep moist, or follow the doctor's advice; Capsules are filled with 2 capsules at a time, 1 capsule at a time for children aged one to five years, 3 times a day.</p><p>According to the reviews of a Tmall pharmacy store that sells Pien Tze Huang, most consumers have positive reviews of Pien Tze Huang capsules. The main complaint is that the medicine is difficult to buy and depends on flash purchases or luck.</p><p><img src=\"https://static.tigerbbs.com/39699fc108640e3a3e74c254cda99336\" tg-width=\"558\" tg-height=\"1600\" referrerpolicy=\"no-referrer\"></p><p>Experts say that Pien Tze Huang is a prescription drug that has the effect of clearing damp heat in the liver and gallbladder, and has a certain effect on liver disease. It is not widely used in clinical practice, and doctors do not use it often. It should be noted that spicy and greasy foods should be avoided while taking Pien Tze Huang. If there is no improvement in symptoms after 3 days of taking the medicine, or if there are systemic symptoms such as chills and fever during taking the medicine, you should go to the hospital for treatment. Avoid collision and squeezing of local lesions. Those with severe redness, swelling, heat and pain in local lesions, and multiple abscesses at the top of the sore at the beginning, should go to the hospital for treatment. It is prohibited to use when the properties of the drug change; Children must use it under adult supervision; If you are taking other medicines, please consult your doctor or pharmacist before using this product; In addition, Pien Tze Huang should be avoided by pregnant women and used with caution by athletes.</p><p><b>Why did it surge? Scarcity of medicinal materials + investment appreciation + scalper speculation</b></p><p>On January 20, 2020, Pien Tze Huang Company issued an announcement stating that the domestic retail price of its flagship product, Pien Tze Huang tablets, would be raised from 530 yuan/capsule to 590 yuan/capsule, and the supply price would be raised by approximately 40 yuan/capsule accordingly. It is reported that this is the 15th price increase for Pien Tze Huang since 2005, with the price rising from 125 yuan per pill to 590 yuan per pill, an increase of nearly four times.</p><p>Why is Pien Tze Huang so expensive? According to industry insiders, a large part of the reason for the price increase of Pien Tze Huang is the scarcity of raw material resources, which leads to high procurement costs, and labor costs are also rising year by year.</p><p>The important ingredients involved in Pien Tze Huang medicine include musk, bezoar, snake bile, and Panax notoginseng. Among them, except for musk and snake gall, which are procured strictly in accordance with relevant national regulations, bezoar and Panax notoginseng can be procured through market channels, and the procurement prices are subject to market conditions. Therefore, a large part of the cost of Pien Tze Huang depends on the purchase price of Chinese medicinal materials.</p><p><img src=\"https://static.tigerbbs.com/2ffc9f225b2201bb43e4936dd64162c0\" tg-width=\"600\" tg-height=\"136\" referrerpolicy=\"no-referrer\"></p><p>The musk comes from musk deer, a Class I protected animal in my country, while the market price of natural musk ranges from 200 yuan to several hundred yuan per gram. The procurement of musk requires approval from the national forestry authorities. After the forestry authorities approve the quantity, the price is negotiated by the buyer and seller based on supply and demand. In recent years, the price of natural musk has risen slowly, and in 2020, the price of musk remained basically stable but rose slightly.</p><p>Secondly, there is bezoar, whose supply is easily affected by the supply of production areas and market demand. In 2020, the price of bezoar continued to rise. Musk and bezoar account for a small proportion of Pien Tze Huang's content, but their combined cost accounts for more than 90% of Pien Tze Huang's total cost.</p><p>Regarding snake gallbladder, procurement must be organized in accordance with relevant national regulations, and the price should be negotiated by the buyer and seller based on supply and demand. In 2020, the price of snake bile rose slightly.</p><p>To ensure the quality and stable supply of Panax notoginseng raw materials, the company has partnered with local enterprises in Wenshan, Yunnan to jointly build a standardized and regulated Panax notoginseng planting base. The company makes designated purchases from the base at market prices based on the demand for production raw materials. In 2020, the price of Panax notoginseng of the same specification decreased slightly.</p><p>In 2020, fluctuations in the prices of important medicinal materials had a certain impact on the cost of Pien Tze Huang series products. In the long run, the prices of musk, bezoar, and snake bile are on an upward trend, which will put upward pressure on the cost of Pien Tze Huang series products in the future. To reasonably control costs, the company will take advance planning and continuously monitor the market conditions of major varieties or important medicinal materials, and increase procurement reserves in a timely manner to control costs to the greatest extent possible.</p><p>An industry insider told Radar Finance that the price increase of Pien Tze Huang is not only due to increased costs, but also because Pien Tze Huang is considered a life-saving medicine by many people and is used as a gift. After Pien Tze Huang gradually raised its price, some people believed that investing in Pien Tze Huang was a sure thing and that it had financial attributes, which attracted scalpers to enter the market and caused the price to soar.</p><p><b>The company's stock price surged, and P/E far outperformed its peers.</b></p><p>According to Tianyancha data, the company behind Pien Tze Huang is Zhangzhou Pien Tze Huang Pharmaceutical Co., Ltd. The company is a national technology innovation demonstration enterprise and a time-honored Chinese brand with pharmaceutical manufacturing and research and development as its main businesses, and its current market value exceeds 250 billion yuan. In June 2003, the company's shares were successfully listed on the Shanghai Stock Exchange, becoming a state-owned listed pharmaceutical company (stock code: 600436).</p><p>In 2003, the company raised a total of 342 million yuan in its initial public offering; In 2013, the company raised a total of 776 million yuan through rights issues; As of the end of 2020, the company had distributed cash dividends a total of 17 times, with a total cash dividend of RMB 2.488 billion. The company's total share capital has increased from 140 million shares at the beginning of its listing to 603 million shares. The company's stock market value has exceeded 100 billion yuan, and its financial indicators such as return on assets (ROA) rank among the top in the pharmaceutical industry. The company has gained high recognition from domestic and foreign investors in the capital market, and its shares have been included in the first batch of lists of the MSCI index system, as well as several index systems such as the FTSE Russell.</p><p>Zhangzhou Pien Tze Huang Pharmaceutical Co., Ltd. owns 1 research institute, 35 holding subsidiaries, and 7 equity-participating companies, operating 6 major categories and more than 470 product series. It has established 23 scientific research, production, and medicinal material bases in 7 provinces and municipalities across the country. The company's operations cover industries such as ready-for-use traditional Chinese medicine, biopharmaceuticals, health foods, cosmetics, daily chemicals, medical devices, e-commerce, and modern pharmaceutical logistics.</p><p>According to the company's 2020 financial report, as of December 31, 2020, the company's total assets were RMB 10.206 billion, and the equity attributable to shareholders of the parent company was RMB 7.863 billion. During the reporting period, the company achieved total operating revenue of RMB 6.511 billion, an increase of RMB 789 million compared with the same period of the previous year, representing a year-on-year increase of 13.78%; The company achieved a net profit of 1.69 billion yuan, an increase of 303 million yuan over the same period of the previous year, representing a year-on-year increase of 21.85%. According to its official website, Pien Tze Huang paid 870 million yuan in taxes in 2020, a year-on-year increase of 29.33%, setting a new historical record for the same period. According to financial reports, liver disease drugs are the company's main source of profit; East China is the best-selling region in China.</p><p>In 2020, the company's R&D expenses were RMB 97.5516 million, a year-on-year decrease of 18.32%, with R&D investment accounting for 1.50% of operating revenue.</p><p>Given the current shortage of Pien Tze Huang, its stock price has surged in recent months, rising from 240 yuan/share to 428.5 yuan/share within three months, an increase of nearly 80%.</p><p>As of now, Pien Tze Huang's stock price P/E is 114.33 times, and the industry average P/E is 62.99 times.</p><p>Some investors believe that Pien Tze Huang is not essentially a \"miracle drug,\" but rather an anti-inflammatory drug. If consumers' faith is shattered in the future, it will have a significant impact on the performance of the listed company Pien Tze Huang.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/RgdwNmGU2JBO70F0hp8uGQ\">雷达财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0de1778ccffaf9bad566630672035f17","relate_stocks":{"600436":"片仔癀"},"source_url":"https://mp.weixin.qq.com/s/RgdwNmGU2JBO70F0hp8uGQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179952781","content_text":"片仔癀价格上涨的一部分原因是原材料资源的稀缺导致采购成本较高，人工成本也在逐年上涨。此外，片仔癀在南方部分地区，被当做礼品。而随着价格的抬升，片仔癀甚至被看作一种投资品，导致黄牛入场，恶意囤积，高价卖出，进一步推动价格上涨。\n\n排队限购、断货……近段时间内，药中茅台、“神药”片仔癀涨疯了，甚至在一些电商平台单粒破千元。\n与此同时，片仔癀股价大涨，三个月内从240元/股涨至428.5元/股，涨幅近80%。目前，公司市值近2600亿，市盈率达114.33倍，远超行业平均水平。\n片仔癀疗效真这么神奇？有医疗行业专家表示，片仔癀为处方药，有清利肝胆湿热的功效，对肝病有一定作用。临床上使用并不很多，医生并非经常用到。\n雷达财经梳理发现，片仔癀价格大涨，受到多重原因推动。片仔癀价格上涨的一部分原因是原材料资源的稀缺导致采购成本较高，人工成本也在逐年上涨。此外，片仔癀在南方部分地区，被当做礼品。而随着价格的抬升，片仔癀甚至被看作一种投资品，导致黄牛入场，恶意囤积，高价卖出，进一步推动价格上涨。\n线下一药难求 线上价格破千\n近日，许多消费者反映线下药店买片仔癀出现一药难求的情况，提前预约、线下排队、限量购买，片仔癀一下子成了当下市场上炙手可热的香饽饽。根据百度搜索指数显示，近期片仔癀相关的搜索也出现暴涨，一时间片仔癀风头无两。\n\n据了解，片仔癀名下虽然有药品、化妆品、日化用品、医疗器械、健康食品等产品，但其核心产品主要是片仔癀系列产品，包括片仔癀、片仔癀胶囊、复方片仔癀含片、复方片仔癀软膏、复方片仔癀痔疮膏等。当前比较难买的是片仔癀和片仔癀胶囊，片仔癀其余产品的市场销售情况还属正常。\n雷达财经在一些电商平台上了解到，目前上架片仔癀及片仔癀胶囊药品的店铺不是特别多，能下单购买的店铺片仔癀的价格基本都在900元以上，有的甚至达到了1450元以上的天价。线上平台要么是没货，要么就是价格飞涨。\n\n而在线下，片仔癀在国内销售的主要模式为OTC销售和院线销售，其中以OTC 销售为主。OTC销售模式主要包括片仔癀体验馆、区域经销及零售药店等。目前，全国多地线下药店确实存在很难买到片仔癀的情况。消费者若想购买片仔癀，需要提前排队，验证身份信息，并且每人限购2粒。\n药店店员在被问及是否有限购方案时，表示目前购买的顾客比较多，药品比较紧张，为了防止黄牛恶意囤积扰乱市场，所以要求购买药品的顾客出示身份证明和处方，并且一般需要提前一天预约。\n片仔癀方内部人员还称之前这个药并不像现在这样难买，几个月前出现大量购买的情况。为了防止黄牛扰乱市场，这才采取预约、出示身份证明、限期限量的策略，官方从来没有进行过涨价，涨价行为应是黄牛所为。\n片仔癀真的那么神？\n片仔癀到底是什么？百度百科资料显示，片仔癀有着“国宝名药”的称号。它原是明朝太医的秘方，后太医出家，来到闽南漳州璞山寺当和尚。他根据宫廷秘方研制出一种特效退癀、消肿的良药，福建漳州方言把一切炎症统称“癀”。该药外形呈条索状，使用时，切一薄片内服或外敷，片刻见效，故而得名“片仔癀”。\n片仔癀是一种中成药，为清热剂，具有清热解毒、凉血化瘀，消肿止痛之功效，常用于热毒血瘀所致急慢性病毒性肝炎，痈疽疔疮，无名肿毒，跌打损伤及各种炎症。\n可即便如此，市面上针对这些病症的药物也有不少，而身价暴涨的片仔癀真的有那么神奇么？是市场炒作还是确有奇效？\n资料显示，片仔癀形状为类扁椭圆形块状，块上有一椭圆环。表面棕黄色或灰褐色，有密细纹，可见霉斑。质坚硬，难折断。折断面微粗糙，呈棕褐色，色泽均匀，偶见少量菌丝体。粉末呈棕黄色或淡棕黄色，气微香，味苦、微甘。片仔癀牌片仔癀的处方、工艺均属国家绝密级秘密，是国家一级中药保护品种。\n片仔癀每粒重3克，胶囊装每粒0.3克。口服使用，一次0.6克，八岁以下儿童一次0.15~0.3克，一日2~3次，外用研末用冷开水或食醋少许调匀涂在患处(溃疡者可在患处周围涂敷之)。一日数次，常保持湿润，或遵医嘱；胶囊装一次2粒，一至五岁儿童一次1粒，一日3次。\n据一家销售片仔癀的天猫药房店铺页面评价显示，大多数消费者对于片仔癀胶囊药品的评价好评居多，吐槽较多的点主要在于药比较难买，得靠抢购或者运气。\n\n专家表示片仔癀为处方药，有清利肝胆湿热的功效，对肝病有一定作用。临床上使用并不很多，医生并非经常用到。需要注意的是，片仔癀服药期间，忌食辛辣、油腻食物。服用3天后症状无改善，或服药期间伴有恶寒发热等全身症状者，应到医院就诊。对局部病变切忌碰撞、挤压。局部病灶红肿热痛反应剧烈，初起疮顶即有多个脓头者均应到医院就诊；药品性状发生改变时禁止使用；儿童必须在成人的监护下使用；如正在服其他药品，使用本品前请咨询医师或药师；另外，片仔癀孕妇忌服，运动员慎用。\n为何大涨？药材稀缺+投资增值+黄牛炒作\n2020年1月20日，片仔癀公司曾发布公告称，将公司主导产品片仔癀锭剂国内市场零售价格将从530元/粒上调到590元/粒，供应价格相应上调约40元/粒。据悉，这是2005年以来片仔癀第15次涨价，价格从125元/粒涨到590元/粒，涨幅近4倍。\n片仔癀凭什么卖这么贵？据行业人士透露，片仔癀价格上涨的很大一部分原因是原材料资源的稀缺导致采购成本较高，另外人工成本也在逐年上涨。\n片仔癀药物涉及的重要成分包括麝香、牛黄、蛇胆、三七。其中，除麝香、蛇胆严格按国家有关规定组织采购外，牛黄、三七可通过市场渠道进行采购，采购价格随行就市。所以片仔癀的成本很大一部分取决于中药材的采购价格。\n\n其中，麝香来自我国一级保护动物麝，而天然麝香的市场价格在每克200元至几百元不等。麝香的采购需获得国家林业主管部门的核准，林业主管部门核准数量以后，价格由买卖双方根据供需情况自行协商。近年来天然麝香价格缓慢上升，2020年麝香价格基本保持稳定但略有上涨。\n其次是牛黄，牛黄供应容易受到产地供给与市场需求的影响。2020年，牛黄价格呈持续上涨趋势。麝香和牛黄在片仔癀的含量上占的比例不多，但二者合计成本的占比却达到了片仔癀的90%以上。\n蛇胆方面，需按国家有关规定组织采购，价格由买卖双方根据供需情况自行协商。2020年，蛇胆价格略有上涨。\n为了保证三七原料质量及供应来源稳定，公司在云南文山与当地企业合作共建标准化、规范化三七种植基地，公司根据生产原料需求按市场价格向基地进行定点采购。2020年，同等规格的三七价格略有下降。\n2020年，重要药材品种价格的波动对片仔癀系列产品的成本产生一定的影响。从长期看，麝香、牛黄及蛇胆的价格呈上涨趋势，未来将对片仔癀系列产品成本产生上升压力。为合理控制成本，公司将采取提前布局、持续关注主要大品种或重要药材市场行情的方式，适时加大采购储备，以最大限度控制成本。\n有行业人士向雷达财经表示，片仔癀涨价，除了成本提高，还因为片仔癀被许多人认为是救命神药，并被当作送礼礼品。而片仔癀逐步提价后，一些人认为投资片仔癀稳赚不赔，片仔癀具备金融属性，引发黄牛进场，价格暴涨。\n背后公司股价大涨，市盈率远超同行\n天眼查资料显示，片仔癀背后的公司是漳州片仔癀药业股份有限公司，该公司是以医药制造、研发为主业的国家技术创新示范企业、中华老字号企业，现市值超2500亿。2003年6月，公司股票于上交所成功上市，成为国有控股医药类上市公司(股票代码：600436)。\n2003年，公司首发募集资金总额3.42亿元；2013年，公司配股募集资金总额7.76亿元；截至2020年末，公司已实施现金分红累计17次，累计现金分红24.88亿元。公司的总股本从上市初的1.40亿股增加至6.03亿股，公司股票市值已超千亿元，资产回报率（ROA）等财务指标位居医药行业前列。公司在资本市场上得到境内外投资者的高度认可，公司股票被纳入到明晟（MSCI）指数体系的首批名单之中，以及富时罗素（FTSE Russell）等多个指数体系。\n漳州片仔癀药业股份有限公司旗下拥有1家研究院、35家控股子公司、7家参股公司，经营6大品类、470多个产品系列，在全国7个省、直辖市建立23个科研、生产和药材基地。公司经营涉及中成药、生物制药、保健食品、化妆品、日化品、医疗器械、电子商务、现代医药物流等行业。\n根据公司发布的2020年财报显示，截至2020年12月31日，公司总资产为102.06亿元，归属母公司股东权益为78.63亿元。报告期内，公司实现营业总收入65.11亿元，比上年同期增加7.89亿元，同比增长13.78%；实现净利润16.90亿元，比上年同期增加3.03亿元，同比增长21.85%。据官网显示，2020年片仔癀上缴税收8.7亿元，同比增长29.33%，再创同期历史新高。据财报显示，肝病用药是公司盈利的主要来源；华东地区是国内销量最好的地区。\n2020年，公司研发费用 9755.16万元，同比下降18.32%，研发投入占营业收入比例为1.50%。\n基于片仔癀一药难求的现状，近几个月片仔癀股价大涨，三个月内从240元/股涨至428.5元/股，涨幅近80%。\n截至目前，片仔癀股价市盈率为114.33倍，行业平均市盈率为62.99倍。\n有投资者认为，片仔癀本质上并非“神药”，而是消炎药，如果将来消费者“信仰破灭”，将对上市公司片仔癀业绩产生较大影响。","news_type":1,"symbols_score_info":{"600436":0.9}},"isVote":1,"tweetType":1,"viewCount":5620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124903730,"gmtCreate":1624714598420,"gmtModify":1703844026912,"author":{"id":"3576715327990513","authorId":"3576715327990513","name":"敬畏市场敬畏之心感恩之心","avatar":"https://community-static.tradeup.com/news/2c8315566db80394ce17e74f51e81b00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576715327990513","idStr":"3576715327990513"},"themes":[],"title":"","htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124903730","repostId":"1167256448","repostType":4,"repost":{"id":"1167256448","kind":"news","pubTimestamp":1624686286,"share":"https://ttm.financial/m/news/1167256448?lang=en_US&edition=fundamental","pubTime":"2021-06-26 13:44","market":"hk","language":"zh","title":"Xiaomi's entry into car manufacturing has led to a new \"hierarchy of contempt\" for job seekers in the automotive industry.","url":"https://stock-news.laohu8.com/highlight/detail?id=1167256448","media":"全天候科技","summary":"一边是科技造车企业高薪招聘的信息不断更新，一边却是大量求职人员被拒之门外。“小米们”到底在找什么样的人？王珂在向这些科技造车企业求职时的感受，“传统车企好像就是传统守旧、思想僵化的代名词。”随着以小米为代表的科技企业入局造车，它们重金“招兵买马”的消息不断传出，这似乎让汽车从业人员有了更多“跳槽”的机会。","content":"<p>On one hand, information about high-paying job openings from technology car manufacturers is constantly being updated, while on the other hand, a large number of job seekers are being rejected. What kind of people are Xiaomi and others looking for? Who exactly are the talents they are willing to pay over a million annual salaries to poach? Wang Ke (pseudonym) is a marketing manager from a new energy vehicle brand of a traditional domestic automaker. Recently, he wanted to take advantage of the trend of technology-driven car manufacturing to change his \"track\", so he paid attention to job opportunities at several technology companies that have announced car manufacturing, including Xiaomi, 360, and Jidu. But to his surprise, after looking around, he found that his options were very limited.</p><p>“People from (traditional) automotive (companies) are not very popular.” Wang Ke expressed her feelings when applying for jobs at these technology car manufacturers. “Traditional car companies seem to be synonymous with traditional conservatism and rigid thinking,” Wang Ke said with some helplessness.</p><p>Chen Fan (pseudonym), who has also worked for traditional automakers for many years and is responsible for vehicle tuning, and his colleagues have recently been paying close attention to opportunities in new car manufacturing technology companies. \"Many people are waiting and seeing now,\" Chen Fan said. However, according to Chen Fan, as of now, none of his colleagues have been able to join these new technology companies.</p><p>\"They (technology companies) look down on people from traditional car companies; they all want to develop software.\" Chen Fan and Wang Ke share a similar sentiment on this point.</p><p>As technology companies, represented by Xiaomi, enter the car manufacturing market, news of their heavy investment in recruitment continues to emerge, which seems to give automotive professionals more opportunities to \"change jobs\". But the reality is not like that.</p><p>A screenshot of a conversation between a job seeker and a company circulating online illustrates, from another perspective, the \"rejection\" of talent from traditional automakers by tech companies: \"This is Jidu (<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>(A joint venture with Geely), but I see you're at SAIC Volkswagen, right? Jidu has clearly stated that it doesn't want traditional cars.</p><p>However, the ambitious \"meal tickets\" offered by Xiaomi and others have still made many automakers eager to take action. “Nowadays, all new companies normally offer salary increases of 10%-30% when recruiting. The most talented people negotiate themselves,” said a job seeker from a traditional car company. According to<a href=\"https://laohu8.com/S/SINA\">Sina</a>Financial reports indicate that 360 Auto's job recommendation bonuses alone amount to hundreds of thousands of yuan.</p><p>Data exclusively provided to the Economic Observer by the workplace social networking platform Maimai shows that, according to statistics, among new car manufacturers, the automotive industry has the most people planning to go to Didi and the highest number of interactions. Secondly<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The third place went to Jidu Auto, a collaboration between Baidu and Geely, and the fourth place went to Xiaomi Auto.</p><p>On one hand, information about high-paying job openings from technology car manufacturers is constantly being updated, while on the other hand, a large number of job seekers are being rejected. What kind of people are Xiaomi and others looking for? Who exactly are the talents they are willing to pay over a million annual salaries to poach?</p><p><b>1、</b><b><b>Selective \"poaching\"</b></b></p><p>While employees of traditional automakers are receiving a \"cold reception\" when seeking employment, new car manufacturers have become a key target for technology car manufacturers to \"poach\" talent.</p><p>In May<a href=\"https://laohu8.com/S/NIO\">Nio</a>At the car launch event, Li Bin, founder and chairman of Nio, lamented, \"There have been so many people poaching us lately that we have no choice but to hide all our colleagues' information.\" Since it was at that time that Baidu, Xiaomi, Didi and others were successively announcing car manufacturing, this was considered the beginning of the talent war between technology companies and new car manufacturers such as \"Wei Xiaoli\". Compared to traditional automakers, these two types of companies are considered more advanced and forward-looking in their car manufacturing concepts and technologies.</p><p>Interestingly, just a few years ago, \"Wei Xiaoli\" was still a \"talent poacher,\" poaching talent from traditional car companies with high salaries. Now, their employees have become highly sought-after by technology car manufacturers. According to reports, Zhu Jiang, former vice president of user development at Nio Automotive, may join Didi Chuxing. In order to retain talent, information has revealed that new car manufacturers have also begun to take action, such as signing more non-compete agreements or increasing employee stock ownership, in order to resist poaching by companies like Xiaomi.</p><p>“This (poaching) is perfectly normal. The industry now needs it (talent) far more quickly than it can supply it. When there’s no water in the ‘pool,’ shouldn’t we go to other people to find water to drink?” said Steven, who works for a new car manufacturer. “If the right opportunity arises, I would certainly consider it. Why not?” Steven said.</p><p>It is worth noting that the fact that employees of traditional automakers are facing job hunting difficulties does not mean that new technology car manufacturers are completely uninterested in talent from traditional automakers. Some senior managers remain targets for emerging technology car manufacturers.</p><p>Recently, media outlets reported that Xiaomi Auto has offered a record-breaking price of over 100 million yuan to poach talent.<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Hu Zhengnan, the director of the research institute, will also leave Geely to join Xiaomi in car manufacturing. However, Hu Zhengnan later denied the rumors on his WeChat Moments. An insider at Geely stated that Hu Zhengnan \"has resigned from his position (at Geely Research Institute), but there is no information yet on whether he has left.\" In addition, other information indicates that Didi was looking for a vice president-level person, offering a salary exceeding one million yuan, more than three times that of traditional automakers.</p><p>Because they have invested heavily in the market, technology car manufacturers generally spend lavishly in order to quickly build teams. Zhou Hongbai, founder and chairman of 360 Group, personally issued a call to action on social media, stating that \"the company has fully opened up and provided full support in terms of compensation and benefits.\"</p><p>It is worth noting that the positions currently open by companies like Xiaomi are mainly concentrated in areas such as autonomous driving research and development. According to the recruitment information released by Xiaomi, it involves 20 positions, including autonomous driving data platform, in-vehicle infrastructure, decision planning, and millimeter-wave algorithm. The positions that 360 is seeking with heavy investment include perception fusion algorithms, software architecture, and information security.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Positions such as driver development.</p><p>This indicates that technology car manufacturers are focusing more on the research and development of core technologies such as autonomous driving, so those currently working in this field may have more opportunities to \"change jobs\".</p><p>According to comments from verified users on Maimai, these companies attract them mainly because of their salaries. In addition, some job seekers claim to be \"Mi Fans,\" playing the nostalgia card.</p><p><b>2、</b><b><b>The \"hierarchy of contempt\" for new employees</b></b></p><p>As various participants gradually arrive, the car manufacturing camp continues to expand, and factions become increasingly clear. In this process, an industry-accepted \"hierarchy of contempt\" for employment has been formed.</p><p>On the Maimai platform, automotive industry professionals generally agree that the ranking of job-seeking options is: first- and second-tier new car manufacturers, new brands incubated by traditional car companies, traditional OEMs, and second- and third-tier new car manufacturers. Among these companies, R&D positions in cutting-edge technologies such as autonomous driving are superior.</p><p>Therefore, those who join the autonomous driving industry are considered to have \"landed\". Zhao Jun (pseudonym) is one of the \"lucky ones\". Zhao Jun is 25 years old this year. He graduated just a few years ago and is now working as an engineer for an autonomous driving project at a technology company. Prior to this, he worked briefly at a traditional car company.</p><p>Zhao Jun recalled that when he was looking for a job, his current company was recruiting, and the requirements for experience were low. \"During the interview, I asked about the use of some commonly used testing tools in the automotive industry, as well as some simple tool programming skills.\" After successfully joining the company, Zhao Jun conducted outsourced adas (Advanced Driver Assistance System) testing.</p><p>Zhao Jun said that he decided to join his current company not only because his previous job at a traditional car company changed frequently and he was somewhat overwhelmed, but also because he saw a video of a well-known company's CEO expressing his views on the future of autonomous driving, which deeply moved him. \"Another problem is that traditional car companies' salaries are really too low, and they almost never give raises,\" Zhao Jun said. After joining this company, his salary level and raise system were better than those of traditional car companies.</p><p>\"More importantly, I've been exposed to more things, my horizons have broadened, and I'm able to see future trends more clearly.\" Based on this, Zhao Jun is able to accept the longer working hours at his current company. \"Previously, there were weekdays, but later it became a full day off, so the schedule was extremely full.\"</p><p>If he were to change jobs again, Zhao Jun said he would choose a new car manufacturer, an internet company, or an autonomous driving company.<a href=\"https://laohu8.com/S/V03.SI\">Startup company</a>。 \"The reason is simple: I feel that companies with these backgrounds pay more wages.\"</p><p>Regarding whether to consider new technology car manufacturing companies like Xiaomi, Zhao Jun said, \"I have considered it, but at present, people with little experience in the industry cannot get in. They basically need experienced people with at least three years of experience who can work as soon as they come. The industry is developing too fast now, and everyone hopes to quickly implement and commercialize it. No company is too willing to spend time training people, so at present, I may not go.\"</p><p>Despite being considered to be at the top of the industry's \"hierarchy of contempt,\" Zhao Jun said his colleagues are also currently observing more opportunities. \"(Colleagues change jobs) frequently, and (their desire to change jobs) is also very strong. They should consider autonomous driving startups and emerging players more. I rarely hear of anyone returning to traditional car companies like Great Wall Motors and Geely.\"</p><p>However, not everyone is eager for Xiaomi to manufacture cars, and some automotive professionals have shown \"indifference\" to technology car manufacturers. Steven, from a new car manufacturer, said that if it wasn't a company he was optimistic about, he wouldn't go there even if it offered him a high salary.</p><p>“This matter (joining a technology car manufacturer) is not actually on my mind for now. Because I think that if you join a company, you hope to grow with it. In an industry, if you can’t delve deeply into it, your personal value will not be significantly enhanced.” In the view of 40-year-old Steven, the higher salaries of technology car manufacturers are no longer the primary attraction for him. Steven joined his current new car manufacturer in 2019, having previously worked at a technology company.</p><p>For those considering switching jobs to tech car manufacturers like Xiaomi, Steven suggests taking another look. “Most of the positions Xiaomi is currently opening are related to industries related to intelligent driving. We don’t know yet whether there are demands in the traditional powertrain and interior and exterior design directions. After all, we don’t know what form Xiaomi will take to make its first car, whether it will start from scratch or cooperate with OEM manufacturing,” Steven said. He added that the positions Xiaomi and others are recruiting for will be very different under different manufacturing models. Currently, there are many rumors of Xiaomi being involved in OEM manufacturing, but none of them have been confirmed.</p><p>Currently, new car manufacturers are still entering the market, and the car manufacturing race will be more competitive than ever before. This means that the \"talent war\" in the automotive industry will become increasingly fierce.</p><p>In April of this year, Xia Yiping, CEO of Jidu Auto, said that Jidu Auto's core team currently consists of about 100 people and plans to expand to 2,500-3,000 people by the end of next year. These people will undoubtedly come from other companies' talent pools. How to maintain its talent pool in this new wave of car manufacturing has become a question that every company needs to carefully consider.</p>","source":"qthkj","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>Xiaomi's entry into car manufacturing has led to a new \"hierarchy of contempt\" for job seekers in the automotive industry.</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\">\nXiaomi's entry into car manufacturing has led to a new \"hierarchy of contempt\" for job seekers in the automotive industry.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">全天候科技</strong><span class=\"h-time small\">2021-06-26 13:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On one hand, information about high-paying job openings from technology car manufacturers is constantly being updated, while on the other hand, a large number of job seekers are being rejected. What kind of people are Xiaomi and others looking for? Who exactly are the talents they are willing to pay over a million annual salaries to poach? Wang Ke (pseudonym) is a marketing manager from a new energy vehicle brand of a traditional domestic automaker. Recently, he wanted to take advantage of the trend of technology-driven car manufacturing to change his \"track\", so he paid attention to job opportunities at several technology companies that have announced car manufacturing, including Xiaomi, 360, and Jidu. But to his surprise, after looking around, he found that his options were very limited.</p><p>“People from (traditional) automotive (companies) are not very popular.” Wang Ke expressed her feelings when applying for jobs at these technology car manufacturers. “Traditional car companies seem to be synonymous with traditional conservatism and rigid thinking,” Wang Ke said with some helplessness.</p><p>Chen Fan (pseudonym), who has also worked for traditional automakers for many years and is responsible for vehicle tuning, and his colleagues have recently been paying close attention to opportunities in new car manufacturing technology companies. \"Many people are waiting and seeing now,\" Chen Fan said. However, according to Chen Fan, as of now, none of his colleagues have been able to join these new technology companies.</p><p>\"They (technology companies) look down on people from traditional car companies; they all want to develop software.\" Chen Fan and Wang Ke share a similar sentiment on this point.</p><p>As technology companies, represented by Xiaomi, enter the car manufacturing market, news of their heavy investment in recruitment continues to emerge, which seems to give automotive professionals more opportunities to \"change jobs\". But the reality is not like that.</p><p>A screenshot of a conversation between a job seeker and a company circulating online illustrates, from another perspective, the \"rejection\" of talent from traditional automakers by tech companies: \"This is Jidu (<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>(A joint venture with Geely), but I see you're at SAIC Volkswagen, right? Jidu has clearly stated that it doesn't want traditional cars.</p><p>However, the ambitious \"meal tickets\" offered by Xiaomi and others have still made many automakers eager to take action. “Nowadays, all new companies normally offer salary increases of 10%-30% when recruiting. The most talented people negotiate themselves,” said a job seeker from a traditional car company. According to<a href=\"https://laohu8.com/S/SINA\">Sina</a>Financial reports indicate that 360 Auto's job recommendation bonuses alone amount to hundreds of thousands of yuan.</p><p>Data exclusively provided to the Economic Observer by the workplace social networking platform Maimai shows that, according to statistics, among new car manufacturers, the automotive industry has the most people planning to go to Didi and the highest number of interactions. Secondly<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The third place went to Jidu Auto, a collaboration between Baidu and Geely, and the fourth place went to Xiaomi Auto.</p><p>On one hand, information about high-paying job openings from technology car manufacturers is constantly being updated, while on the other hand, a large number of job seekers are being rejected. What kind of people are Xiaomi and others looking for? Who exactly are the talents they are willing to pay over a million annual salaries to poach?</p><p><b>1、</b><b><b>Selective \"poaching\"</b></b></p><p>While employees of traditional automakers are receiving a \"cold reception\" when seeking employment, new car manufacturers have become a key target for technology car manufacturers to \"poach\" talent.</p><p>In May<a href=\"https://laohu8.com/S/NIO\">Nio</a>At the car launch event, Li Bin, founder and chairman of Nio, lamented, \"There have been so many people poaching us lately that we have no choice but to hide all our colleagues' information.\" Since it was at that time that Baidu, Xiaomi, Didi and others were successively announcing car manufacturing, this was considered the beginning of the talent war between technology companies and new car manufacturers such as \"Wei Xiaoli\". Compared to traditional automakers, these two types of companies are considered more advanced and forward-looking in their car manufacturing concepts and technologies.</p><p>Interestingly, just a few years ago, \"Wei Xiaoli\" was still a \"talent poacher,\" poaching talent from traditional car companies with high salaries. Now, their employees have become highly sought-after by technology car manufacturers. According to reports, Zhu Jiang, former vice president of user development at Nio Automotive, may join Didi Chuxing. In order to retain talent, information has revealed that new car manufacturers have also begun to take action, such as signing more non-compete agreements or increasing employee stock ownership, in order to resist poaching by companies like Xiaomi.</p><p>“This (poaching) is perfectly normal. The industry now needs it (talent) far more quickly than it can supply it. When there’s no water in the ‘pool,’ shouldn’t we go to other people to find water to drink?” said Steven, who works for a new car manufacturer. “If the right opportunity arises, I would certainly consider it. Why not?” Steven said.</p><p>It is worth noting that the fact that employees of traditional automakers are facing job hunting difficulties does not mean that new technology car manufacturers are completely uninterested in talent from traditional automakers. Some senior managers remain targets for emerging technology car manufacturers.</p><p>Recently, media outlets reported that Xiaomi Auto has offered a record-breaking price of over 100 million yuan to poach talent.<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Hu Zhengnan, the director of the research institute, will also leave Geely to join Xiaomi in car manufacturing. However, Hu Zhengnan later denied the rumors on his WeChat Moments. An insider at Geely stated that Hu Zhengnan \"has resigned from his position (at Geely Research Institute), but there is no information yet on whether he has left.\" In addition, other information indicates that Didi was looking for a vice president-level person, offering a salary exceeding one million yuan, more than three times that of traditional automakers.</p><p>Because they have invested heavily in the market, technology car manufacturers generally spend lavishly in order to quickly build teams. Zhou Hongbai, founder and chairman of 360 Group, personally issued a call to action on social media, stating that \"the company has fully opened up and provided full support in terms of compensation and benefits.\"</p><p>It is worth noting that the positions currently open by companies like Xiaomi are mainly concentrated in areas such as autonomous driving research and development. According to the recruitment information released by Xiaomi, it involves 20 positions, including autonomous driving data platform, in-vehicle infrastructure, decision planning, and millimeter-wave algorithm. The positions that 360 is seeking with heavy investment include perception fusion algorithms, software architecture, and information security.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Positions such as driver development.</p><p>This indicates that technology car manufacturers are focusing more on the research and development of core technologies such as autonomous driving, so those currently working in this field may have more opportunities to \"change jobs\".</p><p>According to comments from verified users on Maimai, these companies attract them mainly because of their salaries. In addition, some job seekers claim to be \"Mi Fans,\" playing the nostalgia card.</p><p><b>2、</b><b><b>The \"hierarchy of contempt\" for new employees</b></b></p><p>As various participants gradually arrive, the car manufacturing camp continues to expand, and factions become increasingly clear. In this process, an industry-accepted \"hierarchy of contempt\" for employment has been formed.</p><p>On the Maimai platform, automotive industry professionals generally agree that the ranking of job-seeking options is: first- and second-tier new car manufacturers, new brands incubated by traditional car companies, traditional OEMs, and second- and third-tier new car manufacturers. Among these companies, R&D positions in cutting-edge technologies such as autonomous driving are superior.</p><p>Therefore, those who join the autonomous driving industry are considered to have \"landed\". Zhao Jun (pseudonym) is one of the \"lucky ones\". Zhao Jun is 25 years old this year. He graduated just a few years ago and is now working as an engineer for an autonomous driving project at a technology company. Prior to this, he worked briefly at a traditional car company.</p><p>Zhao Jun recalled that when he was looking for a job, his current company was recruiting, and the requirements for experience were low. \"During the interview, I asked about the use of some commonly used testing tools in the automotive industry, as well as some simple tool programming skills.\" After successfully joining the company, Zhao Jun conducted outsourced adas (Advanced Driver Assistance System) testing.</p><p>Zhao Jun said that he decided to join his current company not only because his previous job at a traditional car company changed frequently and he was somewhat overwhelmed, but also because he saw a video of a well-known company's CEO expressing his views on the future of autonomous driving, which deeply moved him. \"Another problem is that traditional car companies' salaries are really too low, and they almost never give raises,\" Zhao Jun said. After joining this company, his salary level and raise system were better than those of traditional car companies.</p><p>\"More importantly, I've been exposed to more things, my horizons have broadened, and I'm able to see future trends more clearly.\" Based on this, Zhao Jun is able to accept the longer working hours at his current company. \"Previously, there were weekdays, but later it became a full day off, so the schedule was extremely full.\"</p><p>If he were to change jobs again, Zhao Jun said he would choose a new car manufacturer, an internet company, or an autonomous driving company.<a href=\"https://laohu8.com/S/V03.SI\">Startup company</a>。 \"The reason is simple: I feel that companies with these backgrounds pay more wages.\"</p><p>Regarding whether to consider new technology car manufacturing companies like Xiaomi, Zhao Jun said, \"I have considered it, but at present, people with little experience in the industry cannot get in. They basically need experienced people with at least three years of experience who can work as soon as they come. The industry is developing too fast now, and everyone hopes to quickly implement and commercialize it. No company is too willing to spend time training people, so at present, I may not go.\"</p><p>Despite being considered to be at the top of the industry's \"hierarchy of contempt,\" Zhao Jun said his colleagues are also currently observing more opportunities. \"(Colleagues change jobs) frequently, and (their desire to change jobs) is also very strong. They should consider autonomous driving startups and emerging players more. I rarely hear of anyone returning to traditional car companies like Great Wall Motors and Geely.\"</p><p>However, not everyone is eager for Xiaomi to manufacture cars, and some automotive professionals have shown \"indifference\" to technology car manufacturers. Steven, from a new car manufacturer, said that if it wasn't a company he was optimistic about, he wouldn't go there even if it offered him a high salary.</p><p>“This matter (joining a technology car manufacturer) is not actually on my mind for now. Because I think that if you join a company, you hope to grow with it. In an industry, if you can’t delve deeply into it, your personal value will not be significantly enhanced.” In the view of 40-year-old Steven, the higher salaries of technology car manufacturers are no longer the primary attraction for him. Steven joined his current new car manufacturer in 2019, having previously worked at a technology company.</p><p>For those considering switching jobs to tech car manufacturers like Xiaomi, Steven suggests taking another look. “Most of the positions Xiaomi is currently opening are related to industries related to intelligent driving. We don’t know yet whether there are demands in the traditional powertrain and interior and exterior design directions. After all, we don’t know what form Xiaomi will take to make its first car, whether it will start from scratch or cooperate with OEM manufacturing,” Steven said. He added that the positions Xiaomi and others are recruiting for will be very different under different manufacturing models. Currently, there are many rumors of Xiaomi being involved in OEM manufacturing, but none of them have been confirmed.</p><p>Currently, new car manufacturers are still entering the market, and the car manufacturing race will be more competitive than ever before. This means that the \"talent war\" in the automotive industry will become increasingly fierce.</p><p>In April of this year, Xia Yiping, CEO of Jidu Auto, said that Jidu Auto's core team currently consists of about 100 people and plans to expand to 2,500-3,000 people by the end of next year. These people will undoubtedly come from other companies' talent pools. How to maintain its talent pool in this new wave of car manufacturing has become a question that every company needs to carefully consider.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/DnyQ7n4h8IL2H4ni81x-hw\">全天候科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edb5904d62b10798f760277be625646d","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/DnyQ7n4h8IL2H4ni81x-hw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167256448","content_text":"一边是科技造车企业高薪招聘的信息不断更新，一边却是大量求职人员被拒之门外。“小米们”到底在找什么样的人？到底谁才是他们不惜拿出超百万年薪挖墙角的人才？\n\n王珂（化名）是一位来自国内某传统车企新能源汽车品牌的营销管理层人员，最近他想趁着科技造车的风口换个“跑道”，因此留意了包括小米、360、集度等多家宣布造车的科技公司工作机会。但让他没想到的是，看了一圈后，他发现自己的选择空间非常小。\n“（传统）汽车（企业）出身的人都不太受待见。”王珂在向这些科技造车企业求职时的感受，“传统车企好像就是传统守旧、思想僵化的代名词。”王珂有些无奈地表示。\n同样在传统车企工作多年，负责车辆调教工作的陈凡（化名）和他的同事们，近期也非常关注新造车科技公司的机会，“现在观望的人很多”，陈凡说。但据陈凡透露，截至目前身边还没有同事能够进入这些新科技公司。\n“他们（科技公司）看不上传统车企的人，都要搞软件的。”在这一点上，陈凡与王珂有着相似的感受。\n随着以小米为代表的科技企业入局造车，它们重金“招兵买马”的消息不断传出，这似乎让汽车从业人员有了更多“跳槽”的机会。但现实情况却并非如此。\n网络上一张由求职者提供的其与企业的对话截图，从另一个侧面印证着科技造车公司对传统车企人才的“排斥”：“这边是集度（百度和吉利的合资公司），但是我看你是在上汽大众是吧，集度明确表示不要传统汽车的。”\n但小米们开出的豪迈“饭票”，还是让众多车企人士蠢蠢欲动。“现在所有新企业正常招聘都是涨薪10%-30%，很牛的人就自己谈喽。”一位来自某传统车企的求职人士表示。而据新浪财经报道，360汽车招聘仅岗位的推荐奖金就共计达数十万元。\n由职场社交平台脉脉独家提供给经济观察报的一份数据显示，据统计，在新造车企业中，汽车圈里计划去滴滴的人最多，互动数量最高；其次是理想汽车，第三名是百度和吉利合作的集度汽车，第四名是小米汽车。\n一边是科技造车企业高薪招聘的信息不断更新，一边却是大量求职人员被拒之门外。“小米们”到底在找什么样的人？到底谁才是他们不惜拿出超百万年薪挖墙角的人才？\n1、选择性“挖角”\n在传统车企从业人员求职遭“冷遇”的同时，新造车企业却成了科技造车企业“挖人”的重点方向。\n在5月蔚来汽车的发布会上，蔚来创始人、董事长李斌感慨，“最近挖我们的人实在太多了，没办法，我们要把同事的信息都隐藏一下。”由于彼时正值百度、小米、滴滴等陆续宣布造车，这被认为是科技公司和“蔚小理”等新造车企业抢人大战的开始。与传统车企相比，这两类企业在造车理念和技术上被认为更加先进和超前。\n值得玩味的是，就在几年前，“蔚小理”还是“挖角者”的角色，曾高薪从传统车企挖人，而如今他们的员工也成了科技造车公司眼中的“香饽饽”。据报道，原蔚来汽车用户发展副总裁朱江或将加盟滴滴造车。而为了留住人才，有信息透露，新造车企业也已开始采取行动，或增加签订竞业协议，或增加员工持股，以此抵抗小米们的“挖墙脚”。\n“这（挖人）是很正常的，现在这个行业需要着它（人才）的速度已经远远超过了它供给的速度。当‘水池子’里没有水的时候，不得去别人那儿去找水喝吗？”在某新造车企业任职的Steven说。“如果有合适的机会，当然会考虑，为什么不呢？”Steven说。\n值得注意的是，传统车企从业人员求职遇阻，并不意味着科技新造车企业对传统车企的人才完全不感兴趣。一些高层管理人员，仍然是科技新造车企业的目标。\n近日有媒体爆料，小米汽车开出上亿天价“挖角”吉利汽车研究院院长胡峥楠，胡峥楠也将离开吉利加盟小米造车。但随后胡峥楠在朋友圈辟谣。吉利内部人员表示，胡峥楠“（在吉利研究院的）职位撤了，不过走没走还没有消息。”此外，另有信息显示，滴滴曾寻找副总级别的人物，开出的待遇超百万级，是传统车企的三倍以上。\n由于携重金入局，科技造车公司为了迅速组建团队普遍出手阔绰。360集团创始人、董事长周鸿掉更是亲自在社交媒体上广发英雄帖，表示“公司在薪酬待遇方面全面放开、全力支持。\n值得注意的是，“小米”们如今开放的岗位，主要是集中在自动驾驶研发等方面。从小米发布的招聘信息看，涉及自动驾驶数据平台、车载基础架构、决策规划、毫米波算法等20个岗位。360重金寻求的职位则包括感知融合算法、软件架构、信息安全、智能驾驶开发等岗位。\n这表明科技造车公司更加聚焦自动驾驶等核心技术的研发，因此当前这方面的从业人员可能获得更多的“跳槽”机会。\n而根据认证用户在脉脉上的发言，这些企业吸引他们的地方主要是在薪资方面，另外也有求职者自称是“米粉”，打出情怀牌。\n2、新从业“鄙视链”\n随着各方参与者陆续到位，造车阵营持续扩大，且派系逐渐分明。在这个过程中，形成了一条业内默认的就职“鄙视链”。\n在脉脉平台上，汽车从业者普遍认同，求职选择的优劣排序是：一二线新造车企业、传统车企孵化的新品牌、传统主机厂、二三线新造车企业。而在这些企业中，自动驾驶等前沿科技研发岗位更胜一筹。\n因此，加入自动驾驶行业的从业人员被认为是“上了岸”。赵钧（化名）是其中一个“幸运儿”。赵钧今年25岁，毕业刚几年，现在某科技企业担任无人驾驶项目工程师。在此之前，他在一家传统车企短暂工作。\n赵钧回忆称，自己求职时，现在的公司刚好在招聘，而且对于经验的丰富性要求较低。“面试时问了一些汽车行业测试常用工具的使用情况，以及一些简单的工具编程情况。”成功入职后，赵钧在公司做外包adas（高级驾驶辅助系统）测试。\n赵钧表示，决定进入现在这家公司，除了因为之前在传统车企的工作内容变更频繁，有些招架不住，另一个契机是其看到了一家知名公司CEO对未来自动驾驶看法的视频，这让他深受触动。“另外就是，传统车企的工资实在太低了，而且几乎不会涨薪。”赵钧说，他来到这家公司后，薪资水平和涨薪制度都优于传统车企。\n“更重要的是，我接触的东西多了，眼界开拓了，能够更清晰地看清未来的趋势。”基于此，赵钧能够接受现在公司较长的工作时长。“之前大小周，后来变成全单休，安排得特别满。”\n如果再换工作的话，赵钧称会选择新造车企业、互联网公司，或者自动驾驶创业公司。“原因无它，感觉这些背景的公司给的工钱更多。”\n对于是否考虑小米这类新科技造车公司，赵钧表示“考虑过，但目前来说，入行经验少，进不去，他们需要的基本都是三年经验起步的老人，来了就可以干活，现在行业发展太快，都希望可以快速落地商业化，没有公司太愿意花时间培养人，所以目前来说可能不会去。”\n尽管被认为已经处于从业“鄙视链”较顶端的位置，但赵钧说，他的同事们目前也在观望更多的机会。“（同事换工作）变动很频繁，（跳槽的意愿）也很强烈，他们对自动驾驶初创公司和新势力应该考虑的更多，很少听说有谁又回到长城吉利类的传统车企。”\n但并非所有人都对小米造车趋之若鹜，一些汽车从业人员对科技造车企业表现出“无感”。来自某新造车企业的Steven就表示，如果不是自己看好的公司，就算是被高薪挖，也不会去。\n“这个事（加入科技造车企业）其实暂时还不在我的考虑之内。因为我觉得，你如果加入一家企业，更多的是希望能够跟他一块成长。一个行业，如果你没有能够把做深做透的话，你的个人价值是不会得到非常明显提升的。”在40岁的Steven看来，科技造车企业更高的薪资对他而言已经不是第一吸引力。Steven2019年加入现在的新造车企业，在此之前就职于某科技公司。\n对于想跳槽到小米等科技造车企业的人，Steven建议可以再观察一下。“小米现在open的岗位大多和智能驾驶相关的这些行业有关，那么对于传统的动力总成方向、内外饰方向是不是有诉求我们还不知道，毕竟现在也不知道小米会以什么样的形式去做它的第一款车，是从0开始，还是合作代工都不确定。”Steven表示，在不同的制造模式下，“小米”们招聘的岗位也会非常不同。目前，小米代工绯闻对象不少，但均未确定。\n目前来看，新的造车者还在不断入局，造车赛道也将空前激烈。这意味着汽车圈的“抢人大战”将越来越激烈。\n集度汽车CEO夏一平在今年4月表示，当前集度汽车核心团队约100人，到明年年底计划扩大到2500-3000人。而这些人无疑将来源于其它企业人才库。如何在这波造车新浪潮中守住自己的人才储备，已成为每个企业都需要慎重考虑的问题。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":4836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128641982,"gmtCreate":1624515456046,"gmtModify":1703839030396,"author":{"id":"3576715327990513","authorId":"3576715327990513","name":"敬畏市场敬畏之心感恩之心","avatar":"https://community-static.tradeup.com/news/2c8315566db80394ce17e74f51e81b00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576715327990513","idStr":"3576715327990513"},"themes":[],"title":"","htmlText":"Hahaha","listText":"Hahaha","text":"Hahaha","images":[{"img":"https://static.tigerbbs.com/50694ed5e2adc6509cb62002e1d2fc49","width":"1080","height":"2241"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128641982","isVote":1,"tweetType":1,"viewCount":6458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":164021604,"gmtCreate":1624162050808,"gmtModify":1703829880508,"author":{"id":"3576715327990513","authorId":"3576715327990513","name":"敬畏市场敬畏之心感恩之心","avatar":"https://community-static.tradeup.com/news/2c8315566db80394ce17e74f51e81b00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576715327990513","idStr":"3576715327990513"},"themes":[],"title":"","htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164021604","repostId":"2144706445","repostType":4,"isVote":1,"tweetType":1,"viewCount":5105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162419999,"gmtCreate":1624070978211,"gmtModify":1703828174404,"author":{"id":"3576715327990513","authorId":"3576715327990513","name":"敬畏市场敬畏之心感恩之心","avatar":"https://community-static.tradeup.com/news/2c8315566db80394ce17e74f51e81b00","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576715327990513","idStr":"3576715327990513"},"themes":[],"title":"","htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162419999","repostId":"2144089457","repostType":2,"repost":{"id":"2144089457","kind":"highlight","pubTimestamp":1624069497,"share":"https://ttm.financial/m/news/2144089457?lang=en_US&edition=fundamental","pubTime":"2021-06-19 10:24","market":"hk","language":"zh","title":"India's largest IPO in history: \"Alipay India\" seeks a valuation of $30 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2144089457","media":"华尔街见闻","summary":"Paytm目前拥有约1.5亿用户数量，用户每月的交易量为14亿笔。蚂蚁集团和阿里巴巴合计持有其约37%的股份。","content":"<p>According to the Financial Times, Indian digital payments group Paytm will hold a shareholders' meeting next month to approve its IPO plan.</p><p>Paytm plans to offer 120 billion rupees (approximately US$1.61 billion) worth of new shares, plus a potential 1% over-allotment (for underwriters). The IPO plans to raise approximately 218 billion rupees (US$3 billion), making it potentially the largest IPO in India's history.</p><p>According to sources, Paytm will hire...<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>、<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>and<a href=\"https://laohu8.com/S/IBN\">Industrial Credit Investment Bank of India</a>As its underwriter.</p><p>Paytm's official name is One97 Communications, and the target valuation for this offering is between $25 billion and $30 billion. In its last round of financing in 2019, Paytm's valuation reached $16 billion.</p><p>Initial public offerings will include new shares and existing shares. India stipulates a 10% listing within two years and a 25% listing within five years.</p><p>Shareholders include<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway, SoftBank Group and<a href=\"https://laohu8.com/S/06688\">Ant Group</a>。</p><p>Ant Group, as the largest shareholder, holds nearly 30% of the company's shares.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Together with Ant Group, they hold a combined 37% stake in Paytm.</p><p>If it passes the review by the Securities and Exchange Commission of India, Ant Group will reduce its shareholding by approximately 5% before and during the IPO, and will comply with the shareholding standard of less than 25%.</p><p>Paytm currently has approximately 150 million users and 1.4 billion monthly transactions. Its business has expanded from digital payments to banking, credit cards, and financial services.</p><p>But it also faces challenges from<a href=\"https://laohu8.com/S/GOOG\">Google</a>payment,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Payment and<a href=\"https://laohu8.com/S/WMT\">Walmart</a>Fierce competition from rivals such as its subsidiary PhonePe.</p><p>Neil Shah, an analyst at technology research firm Counterpoint, said:</p><p>Five years ago, Paytm almost dominated India, but its performance is now declining. Now it must seize the opportunity to conduct an IPO, because competition is intensifying, and an IPO may bring it a certain competitive edge. Karan Sharma, co-head of digital and technology investment banking at Avendus Capital in Mumbai, believes that the demand for tech company IPOs is very strong.</p><p>He said:</p><p>The combined market capitalization of companies listed on the Bombay Stock Exchange has exceeded $3 trillion, but there are almost no internet companies for investors to choose from. Global investors have a very large potential demand for emerging markets.</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>India's largest IPO in history: \"Alipay India\" seeks a valuation of $30 billion</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\">\nIndia's largest IPO in history: \"Alipay India\" seeks a valuation of $30 billion\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 10:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>According to the Financial Times, Indian digital payments group Paytm will hold a shareholders' meeting next month to approve its IPO plan.</p><p>Paytm plans to offer 120 billion rupees (approximately US$1.61 billion) worth of new shares, plus a potential 1% over-allotment (for underwriters). The IPO plans to raise approximately 218 billion rupees (US$3 billion), making it potentially the largest IPO in India's history.</p><p>According to sources, Paytm will hire...<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>、<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>and<a href=\"https://laohu8.com/S/IBN\">Industrial Credit Investment Bank of India</a>As its underwriter.</p><p>Paytm's official name is One97 Communications, and the target valuation for this offering is between $25 billion and $30 billion. In its last round of financing in 2019, Paytm's valuation reached $16 billion.</p><p>Initial public offerings will include new shares and existing shares. India stipulates a 10% listing within two years and a 25% listing within five years.</p><p>Shareholders include<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway, SoftBank Group and<a href=\"https://laohu8.com/S/06688\">Ant Group</a>。</p><p>Ant Group, as the largest shareholder, holds nearly 30% of the company's shares.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Together with Ant Group, they hold a combined 37% stake in Paytm.</p><p>If it passes the review by the Securities and Exchange Commission of India, Ant Group will reduce its shareholding by approximately 5% before and during the IPO, and will comply with the shareholding standard of less than 25%.</p><p>Paytm currently has approximately 150 million users and 1.4 billion monthly transactions. Its business has expanded from digital payments to banking, credit cards, and financial services.</p><p>But it also faces challenges from<a href=\"https://laohu8.com/S/GOOG\">Google</a>payment,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Payment and<a href=\"https://laohu8.com/S/WMT\">Walmart</a>Fierce competition from rivals such as its subsidiary PhonePe.</p><p>Neil Shah, an analyst at technology research firm Counterpoint, said:</p><p>Five years ago, Paytm almost dominated India, but its performance is now declining. Now it must seize the opportunity to conduct an IPO, because competition is intensifying, and an IPO may bring it a certain competitive edge. Karan Sharma, co-head of digital and technology investment banking at Avendus Capital in Mumbai, believes that the demand for tech company IPOs is very strong.</p><p>He said:</p><p>The combined market capitalization of companies listed on the Bombay Stock Exchange has exceeded $3 trillion, but there are almost no internet companies for investors to choose from. Global investors have a very large potential demand for emerging markets.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633318\">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/0534f6e8c1b685c0020f93652485a89b","relate_stocks":{"09988":"阿里巴巴-W","QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴"},"source_url":"https://wallstreetcn.com/articles/3633318","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144089457","content_text":"据英国《金融时报》报道，印度数字支付集团Paytm将于下月召开股东大会，批准IPO计划。\n此次Paytm计划发售1200亿卢比（约16.1亿美元）的新股，外加1%的潜在超额配售（面向承销商）。IPO计划筹资约2180亿卢比(合30亿美元)，可能是印度有史以来规模最大的IPO。\n据知情人士透露，Paytm将聘请摩根大通、摩根士丹利、高盛和印度工业信贷投资银行作为其承销商。\nPaytm的正式名称为One97 Communications，此次发行的目标估值在250亿美元至300亿美元之间。在2019年的上一轮融资中，Paytm的估值达到160亿美元。\n首次公开发行的股票将包括新股和现有股票，印度规定两年内上市的股票比例为10%，五年内上市的股票比例为25%。\n股东包括伯克希尔哈撒韦公司、软银集团和蚂蚁集团。\n其中蚂蚁集团作为最大股东，持有该公司近30%的股份。阿里巴巴和持有蚂蚁集团合计共持有Paytm37%的股份。\n如果通过印度证券交易委员会的审查，蚂蚁集团将在IPO前和IPO过程中减持约5%的股份，并遵守25%以下的持股标准。\nPaytm目前拥有约1.5亿用户数量，用户每月的交易量为14亿笔，其业务已经从数字支付扩展到银行、信用卡和金融服务等领域。\n但它同时也面临着来自谷歌支付、亚马逊支付和沃尔玛旗下的PhonePe等对手的激烈竞争。\n科技研究公司Counterpoint的分析师Neil Shah表示：\n\n 五年前，Paytm几乎统治了印度，但它现在的业绩却在下滑。现在它必须要抓住时机进行IPO，因为竞争正愈演愈烈，IPO可能会为它带来一定的竞争力。\n\n孟买Avendus Capital数字和科技投资银行业务联席主管Karan Sharma认为，科技公司IPO的需求非常强。\n他表示：\n\n 在孟买证券交易所上市的公司市值合计已经超过3万亿美元，但几乎没有任何互联网公司可以让投资者选择。全球投资者对新兴市场有非常大的潜在需求。","news_type":1,"symbols_score_info":{"BABA":0.9,"QNETCN":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":4910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}