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2021-08-02

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China's Caixin manufacturing PMI in July was 50.3, the previous value was 51.3

2021-08-01

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The latest trends in the positions held by private equity tycoons such as Feng Liu and Deng Xiaofeng have surfaced...

2021-07-31

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2021-07-29

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2021-07-28

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The manufacturing PMI released by the Bureau of Statistics in July recorded 50.4, a decrease of 0.5 percentage points from June and the lowest since March 2020.</p><p>Manufacturing supply continued to expand in July, but the expansion rate was only weak, while demand contracted for the first time in more than a year. In July, the manufacturing production index and new orders index recorded 16-month and 15-month lows respectively. Some interviewed companies reported that customer demand was relatively weak; Other companies reported that rising ex-factory prices of products inhibited sales. The sub-category data shows that new orders in investment categories grew strongly, but new orders in consumer goods and intermediate categories decreased.</p><p>External demand remained generally stable. In July, the index of new export orders for the manufacturing industry was slightly higher than the boom-bust line. The epidemic situation in different overseas regions was divergent, and the impact on exports was ebbing and changing.</p><p>The job market has not changed much. In July, the manufacturing employment index was slightly higher than the boom-bust line, staying in the expansion range for the fourth consecutive month. Some companies increase labor use to expand production capacity, while others are relatively cautious. Along with the stabilization of the job market, the number of backlogs has increased slightly.</p><p>The manufacturing purchase price index and ex-factory price index both fell, indicating that inflationary pressures eased slightly in July. However, the purchase price index has been more than 5 percentage points higher than the boom-bust line for eight consecutive months. The companies surveyed said that raw material prices remain high, especially industrial metal prices. In contrast, the ex-factory price index is only slightly higher than the boom-bust line, recording a new low since October 2020, indicating that market demand is more sensitive to product prices, limiting the pricing power of enterprises.</p><p>Affected by local floods, epidemics, and shortages of products such as chips, logistics delivery times continued to be extended, and the supplier supply time index continued to be in the contraction range in July. As the price of raw materials is still at a high level, the purchase volume of manufacturing enterprises has only increased slightly, and the raw material inventory index has declined in the contraction range. Enterprises continue to use finished goods inventory to deliver orders, and the finished goods inventory index continues to be in the contraction range, but the range narrows slightly.</p><p>China's manufacturing industry is generally optimistic about the growth prospects in the coming year, but optimism has slipped to a 15-month low. Enterprises are worried that the global epidemic is unknown when it will be controlled, and the supply chain will continue to be disrupted.</p><p>Wang Zhe, a senior economist at Caixin Think Tank, said that the expansion momentum of manufacturing industry slowed down marginally in July, market supply continued to expand, demand began to come under pressure, and companies were cautious in increasing employees and purchasing raw materials. Inflationary pressures have partially eased, and manufacturing entrepreneurs remain optimistic about the future, but they are below the long-term average. Relevant data from Caixin China's manufacturing PMI in July showed that the current foundation for national economic recovery is not solid, the downward pressure on the economy is still high, and entrepreneurs' confidence also needs to be protected.</p>","source":"highlight_wallstreetcn","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>China's Caixin manufacturing PMI in July was 50.3, the previous value was 51.3</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\">\nChina's Caixin manufacturing PMI in July was 50.3, the previous value was 51.3\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\">2021-08-02 09:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>China's Caixin manufacturing PMI in July was 50.3, compared with the previous value of 51.3.</p><p>The Caixin China Manufacturing PMI (Purchasing Managers Index) for July 2021 released on August 2 fell by 1 percentage point to 50.3, the lowest since May 2020.</p><p>This trend is consistent with the manufacturing PMI of the National Bureau of Statistics. The manufacturing PMI released by the Bureau of Statistics in July recorded 50.4, a decrease of 0.5 percentage points from June and the lowest since March 2020.</p><p>Manufacturing supply continued to expand in July, but the expansion rate was only weak, while demand contracted for the first time in more than a year. In July, the manufacturing production index and new orders index recorded 16-month and 15-month lows respectively. Some interviewed companies reported that customer demand was relatively weak; Other companies reported that rising ex-factory prices of products inhibited sales. The sub-category data shows that new orders in investment categories grew strongly, but new orders in consumer goods and intermediate categories decreased.</p><p>External demand remained generally stable. In July, the index of new export orders for the manufacturing industry was slightly higher than the boom-bust line. The epidemic situation in different overseas regions was divergent, and the impact on exports was ebbing and changing.</p><p>The job market has not changed much. In July, the manufacturing employment index was slightly higher than the boom-bust line, staying in the expansion range for the fourth consecutive month. Some companies increase labor use to expand production capacity, while others are relatively cautious. Along with the stabilization of the job market, the number of backlogs has increased slightly.</p><p>The manufacturing purchase price index and ex-factory price index both fell, indicating that inflationary pressures eased slightly in July. However, the purchase price index has been more than 5 percentage points higher than the boom-bust line for eight consecutive months. The companies surveyed said that raw material prices remain high, especially industrial metal prices. In contrast, the ex-factory price index is only slightly higher than the boom-bust line, recording a new low since October 2020, indicating that market demand is more sensitive to product prices, limiting the pricing power of enterprises.</p><p>Affected by local floods, epidemics, and shortages of products such as chips, logistics delivery times continued to be extended, and the supplier supply time index continued to be in the contraction range in July. As the price of raw materials is still at a high level, the purchase volume of manufacturing enterprises has only increased slightly, and the raw material inventory index has declined in the contraction range. Enterprises continue to use finished goods inventory to deliver orders, and the finished goods inventory index continues to be in the contraction range, but the range narrows slightly.</p><p>China's manufacturing industry is generally optimistic about the growth prospects in the coming year, but optimism has slipped to a 15-month low. Enterprises are worried that the global epidemic is unknown when it will be controlled, and the supply chain will continue to be disrupted.</p><p>Wang Zhe, a senior economist at Caixin Think Tank, said that the expansion momentum of manufacturing industry slowed down marginally in July, market supply continued to expand, demand began to come under pressure, and companies were cautious in increasing employees and purchasing raw materials. Inflationary pressures have partially eased, and manufacturing entrepreneurs remain optimistic about the future, but they are below the long-term average. Relevant data from Caixin China's manufacturing PMI in July showed that the current foundation for national economic recovery is not solid, the downward pressure on the economy is still high, and entrepreneurs' confidence also needs to be protected.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3636875\">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/135fb5b6f21d9ee05edcb64a0736f62f","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3636875","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1171357110","content_text":"中国7月财新制造业PMI 50.3，前值51.3。\n8月2日公布的2021年7月财新中国制造业PMI（采购经理指数）下降1百分点至50.3，为2020年5月以来最低。\n这一走势与国家统计局制造业PMI一致。统计局公布的7月制造业PMI录得50.4，较6月下降0.5个百分点，为2020年3月以来最低。\n7月制造业供给继续扩张，但扩长速度仅为微弱，需求则出现一年多来首次收缩。7月制造业生产指数和新订单指数分别录得16个月和15个月以来新低。部分受访企业反映，客户需求相对疲弱；另有企业反映，产品出厂价格上扬抑制了销售。分类别数据显示，投资品类新订单增长强劲，但消费品和中间品类新订单减少。\n外需总体维持稳定，7月制造业新出口订单指数略高于荣枯线，海外不同地区疫情形势分化，对出口影响此消彼长。\n就业市场变化不大，7月制造业就业指数略高于荣枯线，连续第四个月位于扩张区间。部分企业增加劳动力使用以扩大产能，另一部分企业则相对谨慎。伴随着就业市场的稳定，积压工作数量略有增加。\n制造业购进价格指数和出厂价格指数双双下降，显示通胀压力在7月略有缓解。不过，购进价格指数已连续八个月高于荣枯线5个百分点以上，受访企业表示原材料价格居高不下，尤其是工业金属价格高企。相比之下，出厂价格指数仅略高于荣枯线，录得2020年10月以来新低，表明市场需求对产品价格较为敏感，限制了企业定价能力。\n受局部区域洪涝、疫情以及芯片等产品短缺影响，物流交付时间继续延长，7月供应商供应时间指数继续位于收缩区间。由于原材料价格依然处于高位，制造业企业采购量仅略有增加，原材料库存指数在收缩区间下降。企业继续动用产成品库存交付订单，产成品库存指数继续处于收缩区间，但幅度略有收窄。\n中国制造业界对未来一年的增长前景普遍感到乐观，但乐观度下滑至15个月低点。企业忧虑全球疫情未知何时才能受控，担心供应链继续受阻扰。\n财新智库高级经济学家王喆表示，7月制造业扩张势头边际放缓，市场供给继续扩张，需求开始承压，企业在增加雇员和原材料采购方面态度谨慎。通胀压力部分得到缓解，制造业企业家对未来依旧保持乐观，但已低于长期均值。7月财新中国制造业PMI相关数据显示，目前国民经济恢复基础并不稳固，经济下行压力依然较大，企业家信心亦需呵护。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802631446,"gmtCreate":1627775416785,"gmtModify":1703495571481,"author":{"id":"4090139550819220","authorId":"4090139550819220","name":"孙大总","avatar":"https://static.tigerbbs.com/8357281ae394d72bc85b1760b4f2f0ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090139550819220","idStr":"4090139550819220"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802631446","repostId":"1142769496","repostType":4,"repost":{"id":"1142769496","kind":"news","pubTimestamp":1627694319,"share":"https://ttm.financial/m/news/1142769496?lang=en_US&edition=fundamental","pubTime":"2021-07-31 09:18","market":"sh","language":"zh","title":"The latest trends in the positions held by private equity tycoons such as Feng Liu and Deng Xiaofeng have surfaced...","url":"https://stock-news.laohu8.com/highlight/detail?id=1142769496","media":"上海证券报","summary":"随着上市公司半年报的陆续披露，高毅资产旗下冯柳、邓晓峰，以及敦和资产等私募大佬的偏好逐一浮出水面。\n具体来看，私募大佬尽管喜好各有不同，但大都偏爱中小市值股票。其中，高毅资产邓晓峰今年二季度加仓了旭升","content":"<p><div>With the successive disclosure of semi-annual reports of listed companies, the preferences of private equity tycoons such as Feng Liu, Deng Xiaofeng and Dunhe Assets under Gaoyi Assets have surfaced one by one. Specifically, although private equity tycoons have different preferences, most of them prefer small and medium-sized stocks. Among them, Gaoyi Assets Deng Xiaofeng increased his positions in Xusheng shares and Western Mining in the second quarter of this year; Gaoyi Asset Feng Liuxin bought Western Superconductor and firmly held a position in Hikvision. In addition, Dunhe Assets has maintained a consistent heavy position in Dipu Technology. Feng Liu made a large purchase of nearly 1 billion yuan. According to the semi-annual report data of Western Superconducting listed companies, Gaoyi Linshan No. 1 Yuanwang Fund's new purchase...</p><p><a href=\"https://mp.weixin.qq.com/s/y44nug7uhSTXsr_jkIX-Lw\">Web link</a></div></p>","source":"shzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The latest trends in the positions held by private equity tycoons such as Feng Liu and Deng Xiaofeng have surfaced...</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe latest trends in the positions held by private equity tycoons such as Feng Liu and Deng Xiaofeng have surfaced...\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-07-31 09:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>With the successive disclosure of semi-annual reports of listed companies, the preferences of private equity tycoons such as Feng Liu, Deng Xiaofeng and Dunhe Assets under Gaoyi Assets have surfaced one by one. Specifically, although private equity tycoons have different preferences, most of them prefer small and medium-sized stocks. Among them, Gaoyi Assets Deng Xiaofeng increased his positions in Xusheng shares and Western Mining in the second quarter of this year; Gaoyi Asset Feng Liuxin bought Western Superconductor and firmly held a position in Hikvision. In addition, Dunhe Assets has maintained a consistent heavy position in Dipu Technology. Feng Liu made a large purchase of nearly 1 billion yuan. According to the semi-annual report data of Western Superconducting listed companies, Gaoyi Linshan No. 1 Yuanwang Fund's new purchase...</p><p><a href=\"https://mp.weixin.qq.com/s/y44nug7uhSTXsr_jkIX-Lw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/y44nug7uhSTXsr_jkIX-Lw\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"688122":"西部超导"},"source_url":"https://mp.weixin.qq.com/s/y44nug7uhSTXsr_jkIX-Lw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142769496","content_text":"随着上市公司半年报的陆续披露，高毅资产旗下冯柳、邓晓峰，以及敦和资产等私募大佬的偏好逐一浮出水面。\n具体来看，私募大佬尽管喜好各有不同，但大都偏爱中小市值股票。其中，高毅资产邓晓峰今年二季度加仓了旭升股份、西部矿业；高毅资产冯柳新进买入了西部超导，并坚定持仓海康威视。此外，敦和资产对迪普科技保持了一贯的重仓操作。\n冯柳近10亿大手笔买入西部超导\n上市公司半年报数据显示，高毅邻山1号远望基金新进买入西部超导1500万股，持仓市值9.73亿元。\n公开信息显示，西部超导是国内唯一实现低温超导线材商业化生产的企业，也是国际上唯一的铌钛(NbTi)锭棒及线材全流程生产企业。该公司是我国航空用钛合金棒丝材的主要研发生产基地，生产的高端钛合金主要用于航空领域，包括飞机结构件、紧固件和发动机部件等。\n从半年报数据显示，该公司2021年上半年营业收入12.56亿元，同比增长31.76%；归属于上市公司股东的净利润3.13亿元，同比增长136.36%；实现扣非净利润2.85亿元，同比增长150.76%；基本每股收益0.71元。\n由于公司展现了突出的经营能力，截至7月30日，西部超导二季度以来的上涨幅度达到54.07%。\n另外，冯柳自去年三季度买入海康威视后，维持了重仓操作。据公司半年报显示，冯柳管理的高毅邻山1号远望基金持有海康威视市值达138.68亿元。海康威视在今年上半年显示了突出的经营能力。根据半年报显示，该公司2021年上半年实现营业收入339.02亿元，同比增长39.68%；实现归属于上市公司股东的净利润64.81亿元，同比增长40.17%。由于海康威视业绩持续表现亮眼，截至7月30日，海康威视股价实现了翻倍上涨。\n邓晓峰坚定看好旭升股份、西部矿业\n自今年一季度重仓买入旭升股份后，邓晓峰在二季度继续加仓，至少有4只产品重仓了旭升股份。\n\n公司一季报显示，邓晓峰管理的3只产品同时进入旭升股份前十大流通股股东名单，分别是高毅晓峰2号致信基金、锐进43期高毅晓峰投资信托、晓峰1号睿远证券投资基金，新进买入553.27万股、200.63万股和187.59万股，合计持仓市值达到2.93亿元。\n从二季报来看，邓晓峰继续加仓旭升股份。具体来看，高毅晓峰鸿远集合资金信托计划新进买入244.61万股，位列流通股股东第9位；同时，高毅晓峰2号致信基金、锐进43期高毅晓峰投资信托、晓峰1号睿远证券投资基金继续增仓旭升股份。4只产品合计持仓旭升股份市值4.9亿元。\n据悉，旭升股份的产品主要应用于新能源和传统汽车行业及其他机械制造行业。从半年报显示，受益于新能源汽车的快速发展，公司下游客户订单持续放量，销售规模大幅增长，特斯拉、采埃孚、长城汽车、宁德时代等多个客户订单持续放量。公司业绩上半年保持快速增长，实现营业收入12.11亿元，同比增长82.35%；归属于上市公司股东的净利润2.11亿元，同比增长49.84%；归属于上市公司股东的扣除非经常性损益的净利润1.98亿元，同比增长48.76%。\n与此同时，邓晓峰自去年三季度买入西部矿业后，经过阶段性调仓后，截至二季度末，邓晓峰管理的2只基金仍然持有了西部矿业近10亿元市值。\n\n\n\n具体来看，早在去年三季度末，邓晓峰管理的高毅晓峰2号致信基金、高毅晓峰鸿远集合资金信托计划、晓峰1号睿远证券投资基金就新进西部矿业的前十大流通股股东名单，持仓市值合计达到5.7亿元。\n由于股价遭遇阶段性调仓，邓晓峰在今年一季度进行了减仓操作，高毅晓峰2号致信基金在一季度末持有西部矿业的市值为4.73亿元。\n二季度，邓晓峰再次大幅加仓西部矿业。截至今年二季度末，邓晓峰管理的高毅晓峰2号致信基金持有西部矿业的市值达到5.1亿元，高毅晓峰鸿远集合资金信托计划新进成为西部矿业前十大流通股东名单，持有市值达到4.52亿元。\n半年报显示，西部矿业主要受益于铜价上涨周期，公司铜产品迎来量价齐升。该公司上半年实现营业收入191.19亿元，同比增41.81%；实现净利润14.11亿元，同比增336.41%。\n连续3个季度重仓迪普科技\n再看另一家大型私募机构敦和资产，其已连续三个季度重仓迪普科技。\n从公开信息显示，敦和资产在去年四季度新进买入了迪普科技，在去年底持有迪普科技0.52亿元。经过小幅加仓后，敦和资产在一季度末持有市值达到0.59亿元。\n整体来看，敦和资产坚定看好迪普科技。截至二季度末，敦和资产持有迪普科技位列十大流通股第8位，持有市值达到0.6亿元。\n据悉，基于“应用即网络”技术理念，迪普科技自主开发了高性能硬件架构APP-X等系统，并在此基础上推出了深度业务路由交换网关(DPX)等上百款产品。半年报显示，该公司上半年营业收入约4.33亿元；归属于上市公司股东的净利润盈利约1.05亿元，同比增加23.14%。","news_type":1,"symbols_score_info":{"688122":0.9}},"isVote":1,"tweetType":1,"viewCount":2611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806488059,"gmtCreate":1627688957271,"gmtModify":1703494618375,"author":{"id":"4090139550819220","authorId":"4090139550819220","name":"孙大总","avatar":"https://static.tigerbbs.com/8357281ae394d72bc85b1760b4f2f0ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090139550819220","idStr":"4090139550819220"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806488059","repostId":"1167346115","repostType":4,"repost":{"id":"1167346115","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":1627687022,"share":"https://ttm.financial/m/news/1167346115?lang=en_US&edition=fundamental","pubTime":"2021-07-31 07:17","market":"us","language":"zh","title":"Last night and this morning: Amazon fell 7%, New Oriental and TAL postponed financial report release","url":"https://stock-news.laohu8.com/highlight/detail?id=1167346115","media":"老虎资讯综合","summary":"摘要：亚马逊大跌7%冲击市场情绪，三大股指集体收跌。“蔚小理”逆市走高，好未来、新东方取消原定下周的业绩发布计划。\n\n海外市场\n1、亚马逊大跌7%冲击市场情绪，三大股指集体收跌\n受到亚马逊财报利空冲击","content":"<p><b>Summary:<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The 7% drop hit market sentiment, and the three major stock indexes collectively closed down. \"Wei Xiaoli\" bucked the market and went higher,<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Cancel the results release scheduled for next week.</b><b>Overseas Market</b></p><p><b>1. Amazon's 7% drop impacted market sentiment, and the three major stock indexes collectively closed down</b></p><p>Affected by Amazon's negative earnings report, investors' concerns about the slowdown in the business growth of technology giants led to a slight correction in the market on Friday. All three major stock indexes closed down, and the S&P continued to rise for six consecutive months. As of the close, the Dow fell 149.06 points, or 0.42%, to 34,935.47 points; The Nasdaq fell 105.59 points, or 0.71%, to 14672.68 points; The S&P 500 fell 23.89 points, or 0.54%, to 4,395.26 points.</p><p><b>2. Chinese concept stocks closed mixed on Friday, and new energy vehicle stocks bucked the trend and rose</b></p><p>Chinese concept stocks closed mixed on Friday. New energy vehicle stocks bucked the trend and rose. Among new energy vehicle stocks,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rose nearly 9%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 6%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose nearly 5%; Most education stocks fell,<a href=\"https://laohu8.com/S/STG\">Suntech Agency</a>It fell more than 9%, and Together Education fell more than 7%.<a href=\"https://laohu8.com/S/COE\">51 Talk</a>Fell more than 5%,<a href=\"https://laohu8.com/S/DAO\">Youdao</a>Fell more than 4%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>It fell nearly 4%, New Oriental fell nearly 2%, and TAL rose more than 3%; For other star stocks,<a href=\"https://laohu8.com/S/WDH\">Water droplets</a>Fell more than 12%,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>Fell nearly 9%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>, Ctrip fell more than 6%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 4%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/YY\">Huanju Group</a>Fell nearly 2%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Wait for a drop of more than 1%.</p><p><b>3. U.S. WTI crude oil closed up 0.5% on Friday and rose 0.7% in July</b></p><p>U.S. crude oil futures prices closed higher on Friday, making crude oil futures prices record their fourth consecutive month of gains. West Texas Intermediate crude oil (WTI) futures for September delivery rose 33 cents, or nearly 0.5%, to settle at $73.95 a barrel on the New York Mercantile Exchange, the highest closing price since July 13. On the most active contract basis, WTI crude oil futures rose 2.6% for the week and nearly 0.7% for the month.</p><p><b>4. Gold futures closed down 1% on Friday and rose 2.6% this month</b></p><p>Gold futures closed lower on Friday, making gains for both this week and this month. Gold futures for December delivery on the New York Mercantile Exchange fell $18.60, or 1%, to settle at $1,817.20 an ounce. Gold futures prices rose about 0.9% this week and rose 2.6% in July, the third increase in the past four months. Silver futures for September delivery fell 23 cents, or 0.9%, to settle at $25.55 an ounce. Silver futures rose 1.2% during the week but fell 2.5% in July. Analysts expect factors such as rising inflation, falling U.S. bond yields, and a stabilizing U.S. dollar to push gold prices higher.</p><p><b>5. European stocks closed lower across the board, and the pan-European Stoxx 600 index fell from all-time highs</b></p><p>European stocks closed lower across the board, with the pan-European Stoxx 600 index falling from its all-time high, closing down 2.10 points, or 0.45%, at 461.74 points. Among them, tourism and leisure stocks led the decline, down 2.5%, and chemical stocks bucked the market and rose 1%; The German DAX30 index closed down 96.08 points, or 0.61%, to 15544.39 points;<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index closed down 46.12 points, or 0.65%, at 7032.30 points; The French CAC40 index closed down 21.01 points, or 0.32%, at 6612.76 points; The European Stoxx 50 Index closed down 23.39 points, or 0.57%, at 4093.38 points; Spain's IBEX35 index closed down 107.30 points, or 1.22%, at 8679.00 points; Italy's FTSE MIB index closed down 153.44 points, or 0.60%, at 25,363.02 points.<b>In the latest round of stress tests conducted by large European banks,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>And<a href=\"https://laohu8.com/S/0J6Y.UK\">Societe Generale</a>The weakest performer, European regulators will refer to the test results when considering banks' dividend plans.</b></p><p><b>International macro</b></p><p><b>1. The core PCE price index in the United States increased by 3.5% year-on-year in June, hitting a new high since 1991</b></p><p>According to data released by the U.S. Department of Commerce, the U.S. PCE price index rose by 4.0% year-on-year in June, and the core PCE price index rose by 3.5% year-on-year, hitting a new high since July 1991. The core PCE price index is also the Fed's favorite inflation measure.</p><p><b>2. The Fed's reverse repurchase demand exceeded US $1 trillion for the first time in history</b></p><p>On Friday, 86 participating institutions deposited a record $1.04 trillion in overnight reverse repurchase facilities. New York Fed data showed that this size exceeded the high of $991.939 billion hit on June 30. The flood of cash continues to flood the dollar funding market, with demand spurring the tool surging since the Federal Reserve raised the reverse repo rate from 0% to 0.05% last month. On the other hand, the central bank's purchase of assets and the Ministry of Finance's compression of cash accounts also push reserves into the system.</p><p><b>3. The U.S. Department of Justice believes that the Treasury Department should provide Trump's tax return</b></p><p>The Treasury Department should hand over former President Donald Trump's tax returns to House Democrats, the Justice Department said. The Justice Department's Office of Legal Counsel posted a 39-page opinion on its website Friday, saying that \"we believe the Treasury Secretary must comply with the House Ways and Means Committee's June 16, 2021 request,\" to provide Trump's tax returns and related tax information. The decision overturned an opinion from 2019. The opinion at the time argued that the Treasury should not provide tax returns, claiming that the Ways and Means Committee disguised its true purpose of seeking Trump's tax information. The Biden administration has repeatedly delayed responding in court to a lawsuit seeking Trump's personal and corporate tax returns. Trump's lawyers said in January that they would almost certainly seek to block the transfer in court, making it unlikely that Democrats will get the documents anytime soon.</p><p><b>4. US White House Deputy Spokesperson: The US government is currently not considering implementing national vaccination requirements</b></p><p>Karine Jean-Karine Jean-Pierre, deputy press spokesperson of the White House, said that at present, the U.S. government is not considering implementing a nationwide mandatory vaccination requirement. Jean-Pierre expressed support for the updated mask guidelines of the Centers for Disease Control and Prevention (CDC). She pointed out that the data showed that the \"Delta\" mutant strain is extremely contagious to unvaccinated people, and vaccinated people also have a probability of infection. Therefore, more people need to be vaccinated to prevent the further spread or mutation of the strain. The American people need to listen to the advice of the CDC and wear masks in indoor areas to help save lives.</p><p><b>5. Out of the economic recession, the GDP of the euro zone increased by 2% in the second quarter.</b></p><p>According to the first reading data released by Eurostat on July 30th, local time, the gross domestic product (GDP) of the euro zone increased by 2% in the second quarter. Compared with the same period last year, the GDP of the euro zone increased by 13.7% in the second quarter. The lockdown measures taken at the time to curb the spread of the virus brought economic activity to a near halt.</p><p><b>6. The Russian Ministry of Energy requires the government to ban gasoline exports. As planned, the ban may last for at least three months</b></p><p>The Russian Ministry of Energy proposed to the country's government to speed up the process of banning gasoline exports. Shulginov, head of the Ministry of Energy of the Russian Federation, previously said that as domestic gasoline prices in Russia have repeatedly hit record highs, the department is studying the possibility of banning gasoline exports, which may last for at least three months as planned.</p><p><b>Company news</b></p><p><b>1. Good Future and New Oriental canceled the results release plan scheduled for next week.</b></p><p>New Oriental disclosed that due to some recent factors, the company will cancel the release of the fourth quarter financial report for fiscal year 2021 originally scheduled on August 3, 2021, Eastern Time, and 8:00 a.m. on the same day (8:00 p.m. Beijing time on August 3, 2021)) The plan to hold a conference call for earnings analysts. The company will disclose relevant progress at an appropriate time; TAL will also cancel the financial report for the fourth quarter of fiscal year 2021 originally scheduled to be released on August 5, 2021, Eastern Time, and the financial report analyst conference call held at 8 a.m. that day (8 p.m. Beijing time on August 5, 2021) plan, and will disclose relevant progress at an appropriate time.</p><p><b>2. Musk supports EPIC's denunciation<a href=\"https://laohu8.com/S/AAPL\">Apple</a>\"App Store Tax\"</b></p><p>On Friday local time,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk said on social media that the (commission) fee of Apple's App Store is actually a tax on the global Internet, and Epic is right on this point. In addition, Musk said in response to questions from netizens on Friday that he and Cook had never exchanged words or letters. He had requested a meeting with Cook to discuss Apple's acquisition of Tesla, but Cook refused to meet. At that time, Tesla's market value is only 6% of today's.</p><p><b>3. Amazon was fined 746 million euros by the EU for violating data protection laws</b></p><p>Amazon disclosed the announcement document on Friday, saying that the Luxembourg Data Protection Commission made a decision in mid-July to impose a fine of 746 million euros ($886 million) on Amazon in the name of violating the General Data Protection Regulation. Amazon said the regulator failed to make a decision based on facts and would appeal the penalty result.</p><p><b>4. Sentiment in the new stock market is sluggish, Dole broke its share price on the first day of listing</b></p><p>On Friday, local time, Dole, a fruit and vegetable grower who postponed its listing and lowered its issue price, finally achieved listing on the New York Stock Exchange. The company's IPO price was US $16. According to people familiar with the matter, it sold a total of 25 million shares, which was lower than the target of 30.3 million shares, and raised a total of about US $400 million. As of Friday's close, Dole's stock price fell 9.38%.</p><p><b>5. Regeneron antibody therapy approved as a new crown prevention method</b></p><p>On Friday local time, the U.S. FDA expanded the scope of application of Regeneron Medicine's new crown cocktail antibody therapy, allowing it to be used as a preventive treatment for unvaccinated immunocompromised people in dangerous conditions. The applicable age is still 12 years old and above.</p><p><b>6. America's largest private employer requires employees to be vaccinated</b></p><p>According to media quotations<a href=\"https://laohu8.com/S/WMT\">Walmart</a>According to the internal letter, the largest private employer in the United States has required all headquarters and regional employees to complete vaccination before October 4. It is reported that Wal-Mart has told staff in first-line stores and warehouses to wear masks and increased the amount of vaccination incentives to $150.</p><p><b>7. A fire broke out at Tesla's world's largest battery base</b></p><p>Located in Australia, media reported on Friday<a href=\"https://laohu8.com/S/VCP.UK\">Victoria</a>A fire broke out on Friday (July 30) in the Tesla Megapack energy storage system, the world's largest battery base in the state. The fire department said that people at the scene had been evacuated and there were no casualties. The project was developed by French electricity producer Neoen SA in cooperation with Tesla. Neoen stated that the fire occurred during testing and the cause of the fire is still unclear.</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>Last night and this morning: Amazon fell 7%, New Oriental and TAL postponed financial report release</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\">\nLast night and this morning: Amazon fell 7%, New Oriental and TAL postponed financial report release\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\">2021-07-31 07:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Summary:<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The 7% drop hit market sentiment, and the three major stock indexes collectively closed down. \"Wei Xiaoli\" bucked the market and went higher,<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Cancel the results release scheduled for next week.</b><b>Overseas Market</b></p><p><b>1. Amazon's 7% drop impacted market sentiment, and the three major stock indexes collectively closed down</b></p><p>Affected by Amazon's negative earnings report, investors' concerns about the slowdown in the business growth of technology giants led to a slight correction in the market on Friday. All three major stock indexes closed down, and the S&P continued to rise for six consecutive months. As of the close, the Dow fell 149.06 points, or 0.42%, to 34,935.47 points; The Nasdaq fell 105.59 points, or 0.71%, to 14672.68 points; The S&P 500 fell 23.89 points, or 0.54%, to 4,395.26 points.</p><p><b>2. Chinese concept stocks closed mixed on Friday, and new energy vehicle stocks bucked the trend and rose</b></p><p>Chinese concept stocks closed mixed on Friday. New energy vehicle stocks bucked the trend and rose. Among new energy vehicle stocks,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rose nearly 9%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 6%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose nearly 5%; Most education stocks fell,<a href=\"https://laohu8.com/S/STG\">Suntech Agency</a>It fell more than 9%, and Together Education fell more than 7%.<a href=\"https://laohu8.com/S/COE\">51 Talk</a>Fell more than 5%,<a href=\"https://laohu8.com/S/DAO\">Youdao</a>Fell more than 4%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>It fell nearly 4%, New Oriental fell nearly 2%, and TAL rose more than 3%; For other star stocks,<a href=\"https://laohu8.com/S/WDH\">Water droplets</a>Fell more than 12%,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>Fell nearly 9%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>, Ctrip fell more than 6%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 4%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/YY\">Huanju Group</a>Fell nearly 2%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Wait for a drop of more than 1%.</p><p><b>3. U.S. WTI crude oil closed up 0.5% on Friday and rose 0.7% in July</b></p><p>U.S. crude oil futures prices closed higher on Friday, making crude oil futures prices record their fourth consecutive month of gains. West Texas Intermediate crude oil (WTI) futures for September delivery rose 33 cents, or nearly 0.5%, to settle at $73.95 a barrel on the New York Mercantile Exchange, the highest closing price since July 13. On the most active contract basis, WTI crude oil futures rose 2.6% for the week and nearly 0.7% for the month.</p><p><b>4. Gold futures closed down 1% on Friday and rose 2.6% this month</b></p><p>Gold futures closed lower on Friday, making gains for both this week and this month. Gold futures for December delivery on the New York Mercantile Exchange fell $18.60, or 1%, to settle at $1,817.20 an ounce. Gold futures prices rose about 0.9% this week and rose 2.6% in July, the third increase in the past four months. Silver futures for September delivery fell 23 cents, or 0.9%, to settle at $25.55 an ounce. Silver futures rose 1.2% during the week but fell 2.5% in July. Analysts expect factors such as rising inflation, falling U.S. bond yields, and a stabilizing U.S. dollar to push gold prices higher.</p><p><b>5. European stocks closed lower across the board, and the pan-European Stoxx 600 index fell from all-time highs</b></p><p>European stocks closed lower across the board, with the pan-European Stoxx 600 index falling from its all-time high, closing down 2.10 points, or 0.45%, at 461.74 points. Among them, tourism and leisure stocks led the decline, down 2.5%, and chemical stocks bucked the market and rose 1%; The German DAX30 index closed down 96.08 points, or 0.61%, to 15544.39 points;<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index closed down 46.12 points, or 0.65%, at 7032.30 points; The French CAC40 index closed down 21.01 points, or 0.32%, at 6612.76 points; The European Stoxx 50 Index closed down 23.39 points, or 0.57%, at 4093.38 points; Spain's IBEX35 index closed down 107.30 points, or 1.22%, at 8679.00 points; Italy's FTSE MIB index closed down 153.44 points, or 0.60%, at 25,363.02 points.<b>In the latest round of stress tests conducted by large European banks,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>And<a href=\"https://laohu8.com/S/0J6Y.UK\">Societe Generale</a>The weakest performer, European regulators will refer to the test results when considering banks' dividend plans.</b></p><p><b>International macro</b></p><p><b>1. The core PCE price index in the United States increased by 3.5% year-on-year in June, hitting a new high since 1991</b></p><p>According to data released by the U.S. Department of Commerce, the U.S. PCE price index rose by 4.0% year-on-year in June, and the core PCE price index rose by 3.5% year-on-year, hitting a new high since July 1991. The core PCE price index is also the Fed's favorite inflation measure.</p><p><b>2. The Fed's reverse repurchase demand exceeded US $1 trillion for the first time in history</b></p><p>On Friday, 86 participating institutions deposited a record $1.04 trillion in overnight reverse repurchase facilities. New York Fed data showed that this size exceeded the high of $991.939 billion hit on June 30. The flood of cash continues to flood the dollar funding market, with demand spurring the tool surging since the Federal Reserve raised the reverse repo rate from 0% to 0.05% last month. On the other hand, the central bank's purchase of assets and the Ministry of Finance's compression of cash accounts also push reserves into the system.</p><p><b>3. The U.S. Department of Justice believes that the Treasury Department should provide Trump's tax return</b></p><p>The Treasury Department should hand over former President Donald Trump's tax returns to House Democrats, the Justice Department said. The Justice Department's Office of Legal Counsel posted a 39-page opinion on its website Friday, saying that \"we believe the Treasury Secretary must comply with the House Ways and Means Committee's June 16, 2021 request,\" to provide Trump's tax returns and related tax information. The decision overturned an opinion from 2019. The opinion at the time argued that the Treasury should not provide tax returns, claiming that the Ways and Means Committee disguised its true purpose of seeking Trump's tax information. The Biden administration has repeatedly delayed responding in court to a lawsuit seeking Trump's personal and corporate tax returns. Trump's lawyers said in January that they would almost certainly seek to block the transfer in court, making it unlikely that Democrats will get the documents anytime soon.</p><p><b>4. US White House Deputy Spokesperson: The US government is currently not considering implementing national vaccination requirements</b></p><p>Karine Jean-Karine Jean-Pierre, deputy press spokesperson of the White House, said that at present, the U.S. government is not considering implementing a nationwide mandatory vaccination requirement. Jean-Pierre expressed support for the updated mask guidelines of the Centers for Disease Control and Prevention (CDC). She pointed out that the data showed that the \"Delta\" mutant strain is extremely contagious to unvaccinated people, and vaccinated people also have a probability of infection. Therefore, more people need to be vaccinated to prevent the further spread or mutation of the strain. The American people need to listen to the advice of the CDC and wear masks in indoor areas to help save lives.</p><p><b>5. Out of the economic recession, the GDP of the euro zone increased by 2% in the second quarter.</b></p><p>According to the first reading data released by Eurostat on July 30th, local time, the gross domestic product (GDP) of the euro zone increased by 2% in the second quarter. Compared with the same period last year, the GDP of the euro zone increased by 13.7% in the second quarter. The lockdown measures taken at the time to curb the spread of the virus brought economic activity to a near halt.</p><p><b>6. The Russian Ministry of Energy requires the government to ban gasoline exports. As planned, the ban may last for at least three months</b></p><p>The Russian Ministry of Energy proposed to the country's government to speed up the process of banning gasoline exports. Shulginov, head of the Ministry of Energy of the Russian Federation, previously said that as domestic gasoline prices in Russia have repeatedly hit record highs, the department is studying the possibility of banning gasoline exports, which may last for at least three months as planned.</p><p><b>Company news</b></p><p><b>1. Good Future and New Oriental canceled the results release plan scheduled for next week.</b></p><p>New Oriental disclosed that due to some recent factors, the company will cancel the release of the fourth quarter financial report for fiscal year 2021 originally scheduled on August 3, 2021, Eastern Time, and 8:00 a.m. on the same day (8:00 p.m. Beijing time on August 3, 2021)) The plan to hold a conference call for earnings analysts. The company will disclose relevant progress at an appropriate time; TAL will also cancel the financial report for the fourth quarter of fiscal year 2021 originally scheduled to be released on August 5, 2021, Eastern Time, and the financial report analyst conference call held at 8 a.m. that day (8 p.m. Beijing time on August 5, 2021) plan, and will disclose relevant progress at an appropriate time.</p><p><b>2. Musk supports EPIC's denunciation<a href=\"https://laohu8.com/S/AAPL\">Apple</a>\"App Store Tax\"</b></p><p>On Friday local time,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk said on social media that the (commission) fee of Apple's App Store is actually a tax on the global Internet, and Epic is right on this point. In addition, Musk said in response to questions from netizens on Friday that he and Cook had never exchanged words or letters. He had requested a meeting with Cook to discuss Apple's acquisition of Tesla, but Cook refused to meet. At that time, Tesla's market value is only 6% of today's.</p><p><b>3. Amazon was fined 746 million euros by the EU for violating data protection laws</b></p><p>Amazon disclosed the announcement document on Friday, saying that the Luxembourg Data Protection Commission made a decision in mid-July to impose a fine of 746 million euros ($886 million) on Amazon in the name of violating the General Data Protection Regulation. Amazon said the regulator failed to make a decision based on facts and would appeal the penalty result.</p><p><b>4. Sentiment in the new stock market is sluggish, Dole broke its share price on the first day of listing</b></p><p>On Friday, local time, Dole, a fruit and vegetable grower who postponed its listing and lowered its issue price, finally achieved listing on the New York Stock Exchange. The company's IPO price was US $16. According to people familiar with the matter, it sold a total of 25 million shares, which was lower than the target of 30.3 million shares, and raised a total of about US $400 million. As of Friday's close, Dole's stock price fell 9.38%.</p><p><b>5. Regeneron antibody therapy approved as a new crown prevention method</b></p><p>On Friday local time, the U.S. FDA expanded the scope of application of Regeneron Medicine's new crown cocktail antibody therapy, allowing it to be used as a preventive treatment for unvaccinated immunocompromised people in dangerous conditions. The applicable age is still 12 years old and above.</p><p><b>6. America's largest private employer requires employees to be vaccinated</b></p><p>According to media quotations<a href=\"https://laohu8.com/S/WMT\">Walmart</a>According to the internal letter, the largest private employer in the United States has required all headquarters and regional employees to complete vaccination before October 4. It is reported that Wal-Mart has told staff in first-line stores and warehouses to wear masks and increased the amount of vaccination incentives to $150.</p><p><b>7. A fire broke out at Tesla's world's largest battery base</b></p><p>Located in Australia, media reported on Friday<a href=\"https://laohu8.com/S/VCP.UK\">Victoria</a>A fire broke out on Friday (July 30) in the Tesla Megapack energy storage system, the world's largest battery base in the state. The fire department said that people at the scene had been evacuated and there were no casualties. The project was developed by French electricity producer Neoen SA in cooperation with Tesla. Neoen stated that the fire occurred during testing and the cause of the fire is still unclear.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"EDU":"新东方","QNETCN":"纳斯达克中美互联网老虎指数","TAL":"好未来",".DJI":"道琼斯","09901":"新东方-S","09086":"华夏纳指-U","03086":"华夏纳指","AMZN":"亚马逊"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167346115","content_text":"摘要：亚马逊大跌7%冲击市场情绪，三大股指集体收跌。“蔚小理”逆市走高，好未来、新东方取消原定下周的业绩发布计划。\n\n海外市场\n1、亚马逊大跌7%冲击市场情绪，三大股指集体收跌\n受到亚马逊财报利空冲击，投资者对于科技巨头业务增速放缓的担忧导致周五市场出现小幅回调，三大股指悉数收跌，标普仍连涨六月。截至收盘，道指跌149.06点，或0.42%，报34935.47点；纳指跌105.59点，或0.71%，报14672.68点；标普500指数跌23.89点，或0.54%，报4395.26点。\n2、中概股周五收盘涨跌不一，新能源汽车股逆市走高\n中概股周五收盘涨跌不一，新能源汽车股逆市走高，新能源汽车股中，理想汽车涨近9%，小鹏汽车涨超6%，蔚来汽车涨近5%；教育股多数下滑，尚德机构跌超9%，一起教育跌超7%，51Talk跌超5%，有道跌超4%，高途跌近4%，新东方跌近2%，好未来涨超3%；其它明星股方面，水滴跌超12%，满帮跌近9%，知乎、携程跌超6%，哔哩哔哩跌超4%，百度、欢聚集团跌近2%，爱奇艺、京东、阿里巴巴等跌超1%。\n3、美国WTI原油周五收高0.5%，7月上涨0.7%\n美国原油期货价格周五收高，使原油期货价格录得连续第四个月上涨。纽约商品交易所9月交割的西德州中质原油（WTI）期货价格上涨33美分，涨幅近0.5%，收于每桶73.95美元，创7月13日以来的最高收盘价。按照最活跃合约计算，WTI原油期货本周上涨2.6%，本月上涨近0.7%。\n4、黄金期货周五收跌1% 本月上涨2.6%\n黄金期货周五收跌，使本周与本月黄金期货均录得涨幅。纽约商品交易所12月交割的黄金期货价格下跌18.60美元，跌幅1%，收于每盎司1817.20美元。黄金期货价格本周上涨约0.9%，在7月份上涨2.6%，为过去4个月中第3次录得涨幅。9月交割的白银期货价格下跌23美分，跌幅0.9%，收于每盎司25.55美元。白银期货在本周上涨1.2%，但在7月份下跌了2.5%。分析师预计通胀上行、美债收益率下滑、美元趋稳等因素将推动金价继续走高。\n5、欧股全线收跌，泛欧斯托克600指数自历史高点滑落\n欧股全线收跌，泛欧斯托克600指数自历史高点滑落，收盘下跌2.10点，跌幅0.45%，报461.74点。其中旅游和休闲类股领跌，跌幅2.5%，化学类股逆市上涨1%；德国DAX30指数收盘下跌96.08点，跌幅0.61%，报15544.39点；英国富时100指数收盘下跌46.12点，跌幅0.65%，报7032.30点；法国CAC40指数收盘下跌21.01点，跌幅0.32%，报6612.76点；欧洲斯托克50指数收盘下跌23.39点，跌幅0.57%，报4093.38点；西班牙IBEX35指数收盘下跌107.30点，跌幅1.22%，报8679.00点；意大利富时MIB指数收盘下跌153.44点，跌幅0.60%，报25363.02点。在欧洲大型银行进行的最新一轮压力测试中，德意志银行和法国兴业银行表现最弱，欧洲的监管机构在考虑银行的派息计划时，将参考该测试结果。\n国际宏观\n1、美国6月核心PCE物价指数同比增长3.5%，再创1991年以来新高\n根据美国商务部公布的数据显示，美国6月的PCE物价指数同比上涨4.0%，核心PCE物价指数同比上升3.5%，创1991年7月以来的新高。核心PCE物价指数也是美联储最青睐的通胀指标。\n2、美联储逆回购需求有史以来首次突破1万亿美元\n周五86家参与机构在隔夜逆回购工具中存放了创纪录的1.04万亿美元。纽约联储数据显示，这一规模超过了6月30日触及的高位9919.39亿美元。现金洪流继续淹没美元融资市场，上个月美联储将逆回购利率从0%提高至0.05%以来，刺激这一工具的需求激增。另一方面，央行购买资产且财政部压缩现金账户，也将准备金推入系统。\n3、美国司法部认为财政部应提供特朗普的纳税申报\n美国司法部表示，财政部应该向众议院民主党人移交前总统唐纳德·特朗普的纳税申报表。司法部法律顾问办公室周五在其网站发布长达39页的意见，称“我们认为财政部长必须遵守众议院筹款委员会2021年6月16日的要求，”提供特朗普的纳税申报和相关税务信息。这一决定推翻了2019年的一份意见。当时的意见认为财政部不应提供纳税申报，声称筹款委员会掩饰其寻求特朗普税务信息的真实目的。针对一宗寻求特朗普个人和企业纳税申报表的诉讼，拜登政府在法庭上一再推迟回应。特朗普的律师1月表示，他们几乎肯定会在法庭上寻求阻止移交，使得民主党不太可能很快获得这些文件。\n4、美白宫副发言人：美政府目前不考虑实施全国性的疫苗接种要求\n美国白宫副新闻发言人卡琳·让-皮埃尔（Karine Jean-Pierre）表示，目前美国政府不考虑实施全国性的强制疫苗接种要求。让-皮埃尔对美国疾控中心（CDC）更新的口罩指南表示支持，她指出，数据表明“德尔塔”变异毒株对未接种疫苗人群的传染性极强，已接种疫苗人群也有概率感染，因此需要更多人接种疫苗以阻止毒株进一步传播或突变，美国民众需要听取疾控中心的意见，在室内区域佩戴口罩，以帮助拯救生命。\n5、走出经济衰退，欧元区二季度GDP环比增长2%\n欧盟统计局当地时间7月30日发布的初读数据显示，欧元区二季度国内生产总值（GDP）环比增长2%。与去年同期相比，欧元区二季度GDP增长了13.7%。当时为遏制病毒传播采取的封锁措施使经济活动接近停顿。\n6、俄能源部要求政府禁止汽油出口，按计划禁令可能持续至少三个月\n俄罗斯能源部向该国政府提议，加快启动禁止汽油出口的程序。俄联邦能源部负责人舒尔吉诺夫此前表示，由于俄国内汽油价格屡创新高，因此该部门正在研究禁止汽油出口的可能性，按计划禁令可能持续至少三个月。\n公司消息\n1、好未来、新东方取消原定下周的业绩发布计划。\n新东方披露，受最近一些因素的影响，公司将取消原定于美国东部时间2021年8月3日发布2021财年第四季度财报，以及当天上午8点（北京时间2021年8月3日晚上8时）举行财报分析师电话会议的计划。公司将在恰当的时机披露相关进展；好未来也将取消原定于美国东部时间2021年8月5日发布2021财年第四季度财报，以及当天上午8点（北京时间2021年8月5日晚上8时）举行财报分析师电话会议的计划，并将在恰当时机披露相关进展。\n2、马斯克力挺EPIC 声讨苹果“应用商店税”\n当地时间周五，特斯拉CEO马斯克在社交媒体上表示，苹果应用商店的（抽成）费用实际上就是对全球互联网征税，在这一点上Epic是对的。此外马斯克周五回应网友提问时表示，他和库克从来没有言语或者书信交流过，他曾经请求与库克会面讨论苹果收购特斯拉的事宜，但库克拒绝会面，而当时特斯拉的市值只有今天的6%。\n3、违反数据保护法 亚马逊遭欧盟处罚7.46亿欧元\n亚马逊周五披露公告文件称，卢森堡数据保护委员会7月中旬作出决定，以违反《通用数据保护条例》的名义对亚马逊处以7.46亿欧元（8.86亿美元）的罚金。亚马逊称监管机构未能基于事实做出决定，将对处罚结果进行申诉。\n4、新股市场情绪低迷 都乐上市首日破发\n当地时间周五，推迟上市且降低发行价的果蔬种植商都乐（Dole）终于实现在纽交所挂牌上市。公司IPO价格为16美元，据知情人士透露总共卖出2500万股票，低于目标的3030万股，总共募集资金约4亿美元。截至周五收盘，都乐股价跌9.38%。\n5、再生元抗体疗法获准作为新冠预防手段\n当地时间周五，美国FDA拓展了再生元医药的新冠鸡尾酒抗体疗法适用范围，允许其作为未接种疫苗的免疫力低下人群在危险状态下的预防性疗法，适用年龄依然为12岁及以上。\n6、全美最大私营雇主要求员工接种疫苗\n据媒体援引沃尔玛内部信报道，全美最大私营企业雇主已经要求所有总部和地区员工必须在10月4日前完成疫苗接种。据悉，沃尔玛已经告知一线商店和仓库的工作人员佩戴口罩，并将接种疫苗的奖励金额提升至150美元。\n7、特斯拉全球最大电池基地发生火灾\n据媒体周五报道，位于澳大利亚维多利亚州的世界上最大电池基地——特斯拉Megapack储能系统周五（7月30日）发生火灾。消防部门表示，现场人员已被疏散，没有出现伤亡。该项目由法国电力生产商Neoen SA与特斯拉合作开发，Neoen方面声明称这场火灾发生在测试期间，起火原因尚不明确。","news_type":1,"symbols_score_info":{"09086":0.9,".DJI":0.9,"TAL":0.9,"AMZN":0.9,"03086":0.9,"EDU":0.9,"09901":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":2660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808199405,"gmtCreate":1627562799607,"gmtModify":1703492412079,"author":{"id":"4090139550819220","authorId":"4090139550819220","name":"孙大总","avatar":"https://static.tigerbbs.com/8357281ae394d72bc85b1760b4f2f0ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090139550819220","idStr":"4090139550819220"},"themes":[],"htmlText":"dhzhh","listText":"dhzhh","text":"dhzhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808199405","repostId":"1135585131","repostType":4,"repost":{"id":"1135585131","kind":"news","pubTimestamp":1627556724,"share":"https://ttm.financial/m/news/1135585131?lang=en_US&edition=fundamental","pubTime":"2021-07-29 19:05","market":"us","language":"zh","title":"FF is listed, Jia Yueting's future has not yet come","url":"https://stock-news.laohu8.com/highlight/detail?id=1135585131","media":"BT财经","summary":"生产、销售、售后服务与保障的链条中，成立7年的法拉第未来还停在起点，它的未来，真的会来吗？\n\n同是欠钱的“老赖”，罗永浩选择直播带货清偿债务，贾跃亭则逃到国外钻研造车。\n北京时间7月22日，由贾跃亭一","content":"<p>In the chain of production, sales, after-sales service and guarantee, Faraday Future, which has been established for 7 years, is still stopped at the starting point. Will its future really come? Luo Yonghao, who is also an \"Lao Lai\" who owes money, chose to bring goods live to pay off debts, while Jia Yueting fled abroad to study and build cars.</p><p>On July 22, Beijing time, Faraday Future, an electric vehicle company founded by Jia Yueting (<a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>, referred to as \"FF\") completed the merger transaction with PSAC, landed on the U.S. stock market, the stock code \"FFIE\", the issue price was US $13.78/ADS, opened at US $16.8, and the total market value reached US $4.5 billion, or RMB 29 billion.</p><p>According to 36kr news, the stock soared nearly 50% during the premarket trading session. After the market opened that night, it rose by more than 22%, and then plunged sharply. It finally closed up 1.45% at $13.98.</p><p>For Jia Yueting, there is bad news behind the good news. The Tianyancha App shows that recently, Jia Yueting has added new execution information, and the total execution target exceeds 4 billion yuan. The execution courts are all Beijing No. 3 Intermediate People's Court. According to statistics, Jia Yueting's cumulative execution has exceeded 9 billion yuan. Can such a huge debt be repaid only by FF listing?</p><p>As the key to Jia Yueting's turnaround, the future of FF determines to a considerable extent whether his promise of \"returning to China next week\" can be fulfilled. So far, FF has not yet achieved mass production, and the prospectus shows that it is still losing money. In the chain of production, sales, after-sales service and guarantee, Faraday Future, which has been established for 7 years, is still stopped at the starting point. Will its future really come?</p><p><b>Crazy in burning money</b></p><p>In the capital market, the most objective and fair thing is money, and the most ruthless and ruthless thing is money. FF's ability to raise funds and go public shows investors' expectations and recognition of its development prospects, and the sharp drop or even once broken stock price confirms the wait-and-see mentality and doubts that investors have at the same time.</p><p>This ambivalence is actually not difficult to understand. According to the FF prospectus, since its establishment in 2014, FF has always suffered operating losses, with a net loss of US $142 million in 2019, which expanded to US $147 million in 2020. As of December 31, 2020, FF had a cumulative loss of US $2.39 billion. The explanation given by the company is that the epidemic has affected the ability to raise funds. Behind this is also the revenue dilemma that FF cannot generate blood by itself and cannot rely on existing resources to generate profits.</p><p>In addition, the cash flow generated by FF's operating activities is also negative. As of December 31, 2019 and December 31, 2020, FF's working capital deficits were US $688 million and US $835 million, respectively. Documents disclosed by PSAC show that at the end of 2020, FF's cash was only US $1.124 million.</p><p><img src=\"https://static.tigerbbs.com/2a46730d29925a8d22e5bfce8bcea070\" tg-width=\"996\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p>Although Jia Yueting's joy was beyond words when Faraday Future faced the media after its listing, saying that funds are the only obstacle to mass production, and the successful listing to solve this matter gave him enough confidence, but whether the US $1 billion gained from the listing is really enough to \"burn\" out of the brand barrier, BT Finance believes that there is still a question mark.</p><p>Compared with FF, the new car-making force \"Wei Xiaoli\" is one step ahead, and major Internet companies are also joining in. At the critical moment when the opponents are busy racing for land, the slow rhythm of half a beat may be wrong step by step to wipe out the entire era. In the early stage of business development, the capital market was able to accept temporary losses, but after FF91 was released in January 2017, it experienced many jumps and repeatedly delayed the mass production schedule. FF's lack of products is the biggest source of problems, which will further expand Jia Yueting's crisis of trust.</p><p>In terms of listing methods, FF chose to compare different SPAC methods, that is, special purpose acquisition companies, to create shells and go public in the form of \"indirect injection\". This method is mainly aimed at innovative companies with shortage of funds and strong plasticity. It aims at the income from listing, which has the advantages of saving time and money. From this perspective, FF may not have to pay attention to the stock price for the time being, and it is more necessary to use sufficient cash flow to conduct business, which is consistent with what Jia Yueting said.</p><p>However, some media have questioned that SPAC listing is a beautified \"gambling on the future\". Most investors in the secondary market choose to hold stocks for a short time, and companies quickly sell them without giving real products and profit models. The capital market has limited time, and most of them don't trust Jia Yueting. FF Global CEO Breitfeld said in an interview that FF91 is positioned in the top luxury car market, which means that high-net-worth individuals are likely to be both their shareholders and their consumers. How long can these people wait, and how long can capital wait, the answer is unknown.</p><p><b>Melee new energy vehicles</b></p><p>In 2014, Jia Yueting founded FF and proposed to build cars, which can be called the first wave of people who want to eat crabs in the new energy car manufacturing trend. The companies that joined in the same period include those established in 2014<a href=\"https://laohu8.com/S/NIO\">Nio</a>, XPeng, established in 2015<a href=\"https://laohu8.com/S/LI\">Li Auto</a>。</p><p>In 2017, Jia Yueting attended the FF91 press conference and praised FF91 as \"very cool\", \"cannot be classified as any current model\" and \"reconstructing the core value of the car\". People at that time may not have thought that the mass production of FF91 is in the foreseeable future, but new energy vehicle manufacturing will faintly become a new trend a few years later. Xiaomi, Evergrande,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Waiting for the players to end one by one, the track includes top companies in various industries such as real estate, Internet, mobile phones, batteries, and home appliances, and began to deploy new energy vehicles regardless of background.</p><p>New energy vehicles are indeed worth looking forward to. The Yiou think tank report shows that in June 2021, China<a href=\"https://laohu8.com/S/600617\">National New Energy</a>Car sales were 256,000 units, a record high, a year-on-year increase of 139.3%. Therefore, Yiou think tank predicts that China's new energy vehicle market will usher in a big explosion in 2021, and sales will reach 11.376 million units in 2025.</p><p>SPDB International Research also pointed out in the research report that the next 15 years of the new energy vehicle industry will be a golden development stage, and it is expected to be close to<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The scale of mobile phones, the market size of the new energy vehicle industry will be twice that of smartphones in 10 years. In terms of sales growth rate, SPDB International believes that the compound growth rate of new energy vehicle sales can reach 40% from 2020 to 2025. The four forces of new car manufacturing forces, smartphones, Internet giants and traditional car companies are all expected to contribute and share market dividends..</p><p>IDG Asia (International Data<a href=\"https://laohu8.com/S/5CR.SI\">Asian Group</a>) President Zhu Dongfang once said when predicting the future of smart cars: \"The technology of the entire ecological power battery is developing very fast and mature. The rapid development of technology is very helpful to the entire ecology of smart cars.\"</p><p>Of course, benefits and risks often coexist at the same time, and the industry has a good momentum, which does not mean that all participants can get a piece of the pie. Some companies in the track caught in the melee have long been questioned about \"PPT car manufacturing\", leading companies<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It has also been pushed to the forefront due to security issues. The shortcomings of the new energy industry still exist, and latecomers need to be more cautious.</p><p>Problems such as high cost and shrinking low-temperature battery life need to be solved. If FF wants to break out of the encirclement, core competitiveness and unique profit points are indispensable. Creating higher value in limited innovation is undoubtedly the pursuit of all technology companies, and the premise of all this is to achieve mass production. Delivering FF91 on schedule is the only prerequisite for changing the status quo of FF.</p><p>According to Jia Yueting's promise, FF91 has a very high probability of reaching mass production on time and with high quality after 12 months, and then advancing the production of FF81 and FF71. In an exclusive interview with China Business News, Breitfeld also said that in 30 months, the Korean factory will start production of the second model, the more affordable FF81.</p><p>In other words, FF81, which is mainly targeted at the domestic market in FF's plan, will be mass-produced and launched by the end of 2023. Compared with the new domestic car-making force \"Wei Xiaoli\", all three companies achieved new monthly sales highs in June. Nio, XPeng, and Ideal delivered 20,060 vehicles, 12,579 vehicles, and 13,340 vehicles in the first quarter of 2021 respectively. Time waits for no man. Now that I attack the enemy, I have to keep catching up in this long-distance race behind FF.</p><p><b>Although \"fine wine\" is good, you can't drink it greedy</b></p><p>Smart electric vehicles involve design, engineering, manufacturing, sales and service. They are undoubtedly capital-intensive businesses. Besides marketing and storytelling, business level is the core.</p><p>In addition to the mysterious future, the problem of FF also has the much-criticized research and development expenses.</p><p>Although according to Breitfeld, FF currently has 880 global patents, of which 550 core electric vehicle technologies have been authorized, and it is currently the only company that can compete with Tesla in technology. However, judging from the FF prospectus, its research and development expenses in 2020 will only be US $20.186 million, equivalent to about 130 million yuan, a year-on-year decrease of 28.6%. During the same period, the R&D expenses of Nio, XPeng, and Ideal were 2.49 billion yuan, 1.73 billion yuan, and 1.10 billion yuan respectively.</p><p><img src=\"https://static.tigerbbs.com/5060e42af686c63452d3a1e6a903314b\" tg-width=\"802\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p><p>Breitfeld told the media: \"It is expected that FF can occupy 3% of the market share in the luxury car market, and the corresponding sales volume is 2,400 units. This is not a difficult goal to achieve. As the production scale continues to expand, the sales volume of FF 91 will reach 40,000 units in the next two years, and the sales volume will be 270,000 units within five years.\"</p><p>However, combing the product information will reveal that compared with the price of Tesla models, the overall price of FF series cars is on the high side. Some industry analysts believe that Tesla's sales exploded in the very cost-effective Model 3, especially Tesla's 2021 The latest second quarterly report shows that the delivery volume of Model 3 and Model Y in the second quarter has reached 199,000 units, far behind competitors. Under the general trend of rational consumption, affordable models are more conducive to enterprises' exploration of wasteland.</p><p><img src=\"https://static.tigerbbs.com/31d62bd499c6159590a2394a1be82558\" tg-width=\"821\" tg-height=\"255\" referrerpolicy=\"no-referrer\"></p><p>Regarding the question of whether Jia Yueting is expected to return to China, the result is not optimistic.</p><p>After sorting out the prospectus, it was found that the equity distribution ratio of FF had been adjusted. After the backdoor transaction was completed, the equity structure was changed to the original FF shareholders holding 51.1%, the basic investors holding 23%, the original creditors holding 17.2%, and the original shell company PSAC shareholders hold 6.8% of the shares.</p><p>It can be seen that there is still a certain distance between FF's listing and Jia Yueting's debt payment. Referring to the remaining debt of US $5 billion estimated by analysts, Jia Yueting needs the market value of FF to reach about US $30 billion to fully pay off the debt. The slogan of \"returning to China next week\" will not be considered empty talk until then.</p><p>The fourth factor of production in economics is entrepreneurial talent, which is reflected in the ability to reasonably strive for resources and give full play to efficiency. Jia Yueting, who is often ridiculed for PPT car manufacturing, does not lack this item. Performing an image worthy of entrustment and setting up a personable personality make creditors believe that a person who has broken his promise can make a comeback. Jia Yueting is already in place in terms of personality charm, and the next thing to look at is execution.</p><p>Storytelling may be a good means, but it will definitely not be the only way to achieve long-term development. Good enough products, continuous ambition, and matching team and individual abilities are indispensable both within and outside the team.</p><p>Mass production is just the beginning. Building sales channels, robbing users' minds, and gaining market trust all require continuous expenditure. The first step of the Long March will be taken, and Boss Jia's difficulties are as clear as his future.</p>","source":"lsy1588993976395","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>FF is listed, Jia Yueting's future has not yet come</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\">\nFF is listed, Jia Yueting's future has not yet come\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">BT财经</strong><span class=\"h-time small\">2021-07-29 19:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the chain of production, sales, after-sales service and guarantee, Faraday Future, which has been established for 7 years, is still stopped at the starting point. Will its future really come? Luo Yonghao, who is also an \"Lao Lai\" who owes money, chose to bring goods live to pay off debts, while Jia Yueting fled abroad to study and build cars.</p><p>On July 22, Beijing time, Faraday Future, an electric vehicle company founded by Jia Yueting (<a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>, referred to as \"FF\") completed the merger transaction with PSAC, landed on the U.S. stock market, the stock code \"FFIE\", the issue price was US $13.78/ADS, opened at US $16.8, and the total market value reached US $4.5 billion, or RMB 29 billion.</p><p>According to 36kr news, the stock soared nearly 50% during the premarket trading session. After the market opened that night, it rose by more than 22%, and then plunged sharply. It finally closed up 1.45% at $13.98.</p><p>For Jia Yueting, there is bad news behind the good news. The Tianyancha App shows that recently, Jia Yueting has added new execution information, and the total execution target exceeds 4 billion yuan. The execution courts are all Beijing No. 3 Intermediate People's Court. According to statistics, Jia Yueting's cumulative execution has exceeded 9 billion yuan. Can such a huge debt be repaid only by FF listing?</p><p>As the key to Jia Yueting's turnaround, the future of FF determines to a considerable extent whether his promise of \"returning to China next week\" can be fulfilled. So far, FF has not yet achieved mass production, and the prospectus shows that it is still losing money. In the chain of production, sales, after-sales service and guarantee, Faraday Future, which has been established for 7 years, is still stopped at the starting point. Will its future really come?</p><p><b>Crazy in burning money</b></p><p>In the capital market, the most objective and fair thing is money, and the most ruthless and ruthless thing is money. FF's ability to raise funds and go public shows investors' expectations and recognition of its development prospects, and the sharp drop or even once broken stock price confirms the wait-and-see mentality and doubts that investors have at the same time.</p><p>This ambivalence is actually not difficult to understand. According to the FF prospectus, since its establishment in 2014, FF has always suffered operating losses, with a net loss of US $142 million in 2019, which expanded to US $147 million in 2020. As of December 31, 2020, FF had a cumulative loss of US $2.39 billion. The explanation given by the company is that the epidemic has affected the ability to raise funds. Behind this is also the revenue dilemma that FF cannot generate blood by itself and cannot rely on existing resources to generate profits.</p><p>In addition, the cash flow generated by FF's operating activities is also negative. As of December 31, 2019 and December 31, 2020, FF's working capital deficits were US $688 million and US $835 million, respectively. Documents disclosed by PSAC show that at the end of 2020, FF's cash was only US $1.124 million.</p><p><img src=\"https://static.tigerbbs.com/2a46730d29925a8d22e5bfce8bcea070\" tg-width=\"996\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p>Although Jia Yueting's joy was beyond words when Faraday Future faced the media after its listing, saying that funds are the only obstacle to mass production, and the successful listing to solve this matter gave him enough confidence, but whether the US $1 billion gained from the listing is really enough to \"burn\" out of the brand barrier, BT Finance believes that there is still a question mark.</p><p>Compared with FF, the new car-making force \"Wei Xiaoli\" is one step ahead, and major Internet companies are also joining in. At the critical moment when the opponents are busy racing for land, the slow rhythm of half a beat may be wrong step by step to wipe out the entire era. In the early stage of business development, the capital market was able to accept temporary losses, but after FF91 was released in January 2017, it experienced many jumps and repeatedly delayed the mass production schedule. FF's lack of products is the biggest source of problems, which will further expand Jia Yueting's crisis of trust.</p><p>In terms of listing methods, FF chose to compare different SPAC methods, that is, special purpose acquisition companies, to create shells and go public in the form of \"indirect injection\". This method is mainly aimed at innovative companies with shortage of funds and strong plasticity. It aims at the income from listing, which has the advantages of saving time and money. From this perspective, FF may not have to pay attention to the stock price for the time being, and it is more necessary to use sufficient cash flow to conduct business, which is consistent with what Jia Yueting said.</p><p>However, some media have questioned that SPAC listing is a beautified \"gambling on the future\". Most investors in the secondary market choose to hold stocks for a short time, and companies quickly sell them without giving real products and profit models. The capital market has limited time, and most of them don't trust Jia Yueting. FF Global CEO Breitfeld said in an interview that FF91 is positioned in the top luxury car market, which means that high-net-worth individuals are likely to be both their shareholders and their consumers. How long can these people wait, and how long can capital wait, the answer is unknown.</p><p><b>Melee new energy vehicles</b></p><p>In 2014, Jia Yueting founded FF and proposed to build cars, which can be called the first wave of people who want to eat crabs in the new energy car manufacturing trend. The companies that joined in the same period include those established in 2014<a href=\"https://laohu8.com/S/NIO\">Nio</a>, XPeng, established in 2015<a href=\"https://laohu8.com/S/LI\">Li Auto</a>。</p><p>In 2017, Jia Yueting attended the FF91 press conference and praised FF91 as \"very cool\", \"cannot be classified as any current model\" and \"reconstructing the core value of the car\". People at that time may not have thought that the mass production of FF91 is in the foreseeable future, but new energy vehicle manufacturing will faintly become a new trend a few years later. Xiaomi, Evergrande,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Waiting for the players to end one by one, the track includes top companies in various industries such as real estate, Internet, mobile phones, batteries, and home appliances, and began to deploy new energy vehicles regardless of background.</p><p>New energy vehicles are indeed worth looking forward to. The Yiou think tank report shows that in June 2021, China<a href=\"https://laohu8.com/S/600617\">National New Energy</a>Car sales were 256,000 units, a record high, a year-on-year increase of 139.3%. Therefore, Yiou think tank predicts that China's new energy vehicle market will usher in a big explosion in 2021, and sales will reach 11.376 million units in 2025.</p><p>SPDB International Research also pointed out in the research report that the next 15 years of the new energy vehicle industry will be a golden development stage, and it is expected to be close to<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The scale of mobile phones, the market size of the new energy vehicle industry will be twice that of smartphones in 10 years. In terms of sales growth rate, SPDB International believes that the compound growth rate of new energy vehicle sales can reach 40% from 2020 to 2025. The four forces of new car manufacturing forces, smartphones, Internet giants and traditional car companies are all expected to contribute and share market dividends..</p><p>IDG Asia (International Data<a href=\"https://laohu8.com/S/5CR.SI\">Asian Group</a>) President Zhu Dongfang once said when predicting the future of smart cars: \"The technology of the entire ecological power battery is developing very fast and mature. The rapid development of technology is very helpful to the entire ecology of smart cars.\"</p><p>Of course, benefits and risks often coexist at the same time, and the industry has a good momentum, which does not mean that all participants can get a piece of the pie. Some companies in the track caught in the melee have long been questioned about \"PPT car manufacturing\", leading companies<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It has also been pushed to the forefront due to security issues. The shortcomings of the new energy industry still exist, and latecomers need to be more cautious.</p><p>Problems such as high cost and shrinking low-temperature battery life need to be solved. If FF wants to break out of the encirclement, core competitiveness and unique profit points are indispensable. Creating higher value in limited innovation is undoubtedly the pursuit of all technology companies, and the premise of all this is to achieve mass production. Delivering FF91 on schedule is the only prerequisite for changing the status quo of FF.</p><p>According to Jia Yueting's promise, FF91 has a very high probability of reaching mass production on time and with high quality after 12 months, and then advancing the production of FF81 and FF71. In an exclusive interview with China Business News, Breitfeld also said that in 30 months, the Korean factory will start production of the second model, the more affordable FF81.</p><p>In other words, FF81, which is mainly targeted at the domestic market in FF's plan, will be mass-produced and launched by the end of 2023. Compared with the new domestic car-making force \"Wei Xiaoli\", all three companies achieved new monthly sales highs in June. Nio, XPeng, and Ideal delivered 20,060 vehicles, 12,579 vehicles, and 13,340 vehicles in the first quarter of 2021 respectively. Time waits for no man. Now that I attack the enemy, I have to keep catching up in this long-distance race behind FF.</p><p><b>Although \"fine wine\" is good, you can't drink it greedy</b></p><p>Smart electric vehicles involve design, engineering, manufacturing, sales and service. They are undoubtedly capital-intensive businesses. Besides marketing and storytelling, business level is the core.</p><p>In addition to the mysterious future, the problem of FF also has the much-criticized research and development expenses.</p><p>Although according to Breitfeld, FF currently has 880 global patents, of which 550 core electric vehicle technologies have been authorized, and it is currently the only company that can compete with Tesla in technology. However, judging from the FF prospectus, its research and development expenses in 2020 will only be US $20.186 million, equivalent to about 130 million yuan, a year-on-year decrease of 28.6%. During the same period, the R&D expenses of Nio, XPeng, and Ideal were 2.49 billion yuan, 1.73 billion yuan, and 1.10 billion yuan respectively.</p><p><img src=\"https://static.tigerbbs.com/5060e42af686c63452d3a1e6a903314b\" tg-width=\"802\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p><p>Breitfeld told the media: \"It is expected that FF can occupy 3% of the market share in the luxury car market, and the corresponding sales volume is 2,400 units. This is not a difficult goal to achieve. As the production scale continues to expand, the sales volume of FF 91 will reach 40,000 units in the next two years, and the sales volume will be 270,000 units within five years.\"</p><p>However, combing the product information will reveal that compared with the price of Tesla models, the overall price of FF series cars is on the high side. Some industry analysts believe that Tesla's sales exploded in the very cost-effective Model 3, especially Tesla's 2021 The latest second quarterly report shows that the delivery volume of Model 3 and Model Y in the second quarter has reached 199,000 units, far behind competitors. Under the general trend of rational consumption, affordable models are more conducive to enterprises' exploration of wasteland.</p><p><img src=\"https://static.tigerbbs.com/31d62bd499c6159590a2394a1be82558\" tg-width=\"821\" tg-height=\"255\" referrerpolicy=\"no-referrer\"></p><p>Regarding the question of whether Jia Yueting is expected to return to China, the result is not optimistic.</p><p>After sorting out the prospectus, it was found that the equity distribution ratio of FF had been adjusted. After the backdoor transaction was completed, the equity structure was changed to the original FF shareholders holding 51.1%, the basic investors holding 23%, the original creditors holding 17.2%, and the original shell company PSAC shareholders hold 6.8% of the shares.</p><p>It can be seen that there is still a certain distance between FF's listing and Jia Yueting's debt payment. Referring to the remaining debt of US $5 billion estimated by analysts, Jia Yueting needs the market value of FF to reach about US $30 billion to fully pay off the debt. The slogan of \"returning to China next week\" will not be considered empty talk until then.</p><p>The fourth factor of production in economics is entrepreneurial talent, which is reflected in the ability to reasonably strive for resources and give full play to efficiency. Jia Yueting, who is often ridiculed for PPT car manufacturing, does not lack this item. Performing an image worthy of entrustment and setting up a personable personality make creditors believe that a person who has broken his promise can make a comeback. Jia Yueting is already in place in terms of personality charm, and the next thing to look at is execution.</p><p>Storytelling may be a good means, but it will definitely not be the only way to achieve long-term development. Good enough products, continuous ambition, and matching team and individual abilities are indispensable both within and outside the team.</p><p>Mass production is just the beginning. Building sales channels, robbing users' minds, and gaining market trust all require continuous expenditure. The first step of the Long March will be taken, and Boss Jia's difficulties are as clear as his future.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/dT9CVwWdbvrP8PbQjjC2mg\">BT财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df09c79c9e6073c0ec3cd02034b49ab5","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/dT9CVwWdbvrP8PbQjjC2mg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135585131","content_text":"生产、销售、售后服务与保障的链条中，成立7年的法拉第未来还停在起点，它的未来，真的会来吗？\n\n同是欠钱的“老赖”，罗永浩选择直播带货清偿债务，贾跃亭则逃到国外钻研造车。\n北京时间7月22日，由贾跃亭一手创立的电动车企法拉第未来（Faraday Future，简称“FF”）完成与PSAC的合并交易，登陆美股，股票代码“FFIE”，发行价为13.78美元/ADS，开盘报16.8美元，总市值达45亿美元，合人民币290亿元。\n据36kr消息，盘前交易时段该股票一度暴涨近50%。当晚开盘后涨超22%，随后大幅跳水。最终收涨1.45%，报收13.98美元。\n对贾跃亭来说好消息后面还有坏消息，天眼查App显示，近日贾跃亭新增数则被执行信息，被执行总标的超40亿元，执行法院均为北京市第三中级人民法院。根据统计，目前贾跃亭累计被执行总额已超90亿元，如此巨大的债务仅靠FF上市能债还吗？\n作为贾跃亭翻身仗的关键，FF未来如何，相当程度上决定了他“下周回国”的诺言能否兑现。迄今为止，FF尚未实现量产，招股书显示目前仍在亏损，生产、销售、售后服务与保障的链条中，成立7年的法拉第未来还停在起点，它的未来，真的会来吗？\n在烧钱中疯狂\n资本市场上，最客观最公正的东西是钱，最无情最冷酷的也是钱。FF能够融资上市，说明了投资人对其发展前景的期许和认可，而大幅下降甚至一度破发的股价，又印证了投资人同时抱有的观望心态与疑虑。\n这种矛盾心理其实不难理解。根据FF招股书，自2014年成立以来，FF始终蒙受经营亏损，2019年净亏损1.42亿美元，2020年扩大到1.47亿美元，截至2020年12月31日，FF累计亏损23.9亿美元。公司给出的解释是疫情流行影响了筹资能力，这背后也隐藏着FF无法自身造血，无法依赖现有资源产生盈利的营收困境。\n此外，FF经营活动中产生的现金流同样为负，截至2019年12月31日和2020年12月31日，FF的营运资金赤字分别为6.88亿美元和8.35亿美元，PSAC披露的文件显示2020年底，FF的现金只有112.4万美元。\n\n尽管法拉第未来上市后面对媒体时贾跃亭喜悦之心溢于言表，表示资金是量产的唯一障碍，顺利上市解决此事给足了自己信心，但上市换来的10亿美元是否真的足够“烧”出品牌壁垒，BT财经认为还需留个问号。\n相比FF，造车新势力“蔚小理”先行一步，互联网大厂也在加入，对手忙于跑马圈地的紧要关头，慢半拍的节奏或许会步步错至擦身整个时代。业务发展早期，资本市场能够接受暂时亏损，但FF91在2017年1月发布之后经历多次跳票，一再延迟量产时间表，FF没有产品才是最大的问题来源，也将进一步扩大贾跃亭的信任危机。\n上市方式方面，FF选择了比较不同的SPAC方式，即特殊目的收购公司，以“间接注入”的形式造壳上市。这种方式主要面向资金短缺、可塑性强的创新型公司，瞄定的是上市融来的收入，有节省时间、节约资金等优势。从这个角度看，FF或许暂时不必关注股价，用充足的现金流开展业务才更为必要，这与贾跃亭所说对得上号。\n不过也有媒体提出质疑，SPAC上市是美化后的“赌未来”，二级市场投资人多数选择短期持有股票，企业给不出实质产品和盈利模式就迅速脱手。资本市场时间有限，对贾跃亭多半也欠奉信任，FF全球CEO毕福康接受采访时表示FF91定位顶级豪车市场，这意味着高净值人群很可能既是他们的股东，又是他们的消费者，这些人能等多久，资本又能等多久，答案不得而知。\n混战新能源汽车\n2014年，贾跃亭创立FF提出造车，可以称为新能源造车风潮第一波想吃螃蟹的人，同期加入的企业还有2014年成立的蔚来、小鹏，2015年成立的理想汽车。\n2017年，贾跃亭出席FF91发布会，盛赞FF91“非常酷”、“不能归类于当下的任何车型”、“重构了汽车的核心价值”。那时的人们或许不会想到，FF91的量产遥遥无期，新能源造车却在数年后隐隐成为新的风口。小米、恒大、百度等玩家逐个下场，赛道中囊括房地产、互联网、手机、电池、家电各个行业的顶尖企业，不分背景地开始布局新能源汽车。\n新能源汽车确实值得看好。亿欧智库报告显示，2021年6月，中国新能源汽车销量为25.6万辆，创历史新高，同比增长139.3%，亿欧智库由此预计2021年中国新能源汽车市场将迎来大爆发，2025年销量将到达1137.6万辆。\n浦银国际研究也在研报中指出，新能源汽车行业的未来15年是黄金发展阶段，5年内有望接近智能手机规模，10年后新能源汽车行业市场规模将两倍于智能手机。销量增长率方面，浦银国际认为2020年到2025年新能源汽车销量复合增长率能够达到40%，造车新势力、智能手机、互联网巨头和传统车企四股势力都有望贡献力量、分享市场红利。\nIDG亚洲（国际数据亚洲集团）总裁朱东方预测智能汽车未来时曾表示：“整个生态动力电池的技术发展非常快和非常成熟，技术迅速的发展，对整个智能汽车的生态非常有帮助。”\n当然，收益与风险往往同期并存，行业势头良好，不代表参与者都能分一杯羹。陷入混战的赛道中一些企业长期被质疑“PPT造车”，龙头企业特斯拉也因安全问题被推至风口浪尖，新能源产业短板犹在，后来者更需谨慎。\n成本高额、低温续航缩水等问题有待解决，FF想杀出重围，核心竞争力和独特赢利点缺一不可。有限的创新里创造更高的价值无疑是所有科技企业的追求，而这一切的前提是实现量产，如期交付FF91是改变FF现状的唯一前提。\n按照贾跃亭的承诺，FF91有极高概率在12个月后准时、高质地达成量产，随后推进FF81、FF71生产。毕福康接受第一财经专访时也表示，30个月后，韩国工厂将会开工生产第二款车型、价格更为亲民的FF81。\n也就是说，FF计划中主要面向国内市场的FF81会在2023年底实现量产上市。对比国内的造车新势力“蔚小理”，三家均在6月实现单月销量新高，蔚来、小鹏、理想的2021年第一季度交付量分别为20060辆、12579辆、13340辆。时间不等人，我进敌亦攻的现在，FF落后的这段长途赛跑还得持续追赶。\n“美酒”虽好，不能贪杯\n智能电动汽车涉及设计、工程、制造、销售和服务等环节，属于毫无疑问的资本密集型业务，营销造势讲故事之外，业务水平才是核心。\nFF的难题除了成迷的未来，还有备受诟病的研发费用。\n尽管根据毕福康介绍，FF截至目前拥有880项全球专利，其中550项核心电动车技术已获得了授权，是目前唯一可以与特斯拉比拼技术的企业。但从FF招股书来看，2020年其研发费用仅为2018.6万美元，折合人民币约1.3亿元，同比下降28.6%。同期蔚来、小鹏、理想的研发费用分别为24.9亿、17.3亿、11.0亿人民币。\n\n毕福康对媒体表示：“预期FF可在豪车市场占据3%的市场份额，对应销量就是2400台，这并非是一个很难达成的目标。随着生产规模不断扩大，未来两年FF 91的销量将达4万台，五年内实现27万台的销量。”\n不过梳理产品信息会发现，相较特斯拉车型的价格，FF系汽车价位整体偏高，有行业分析师认为，特斯拉销量爆发于极具性价比的Model 3，特别是特斯拉2021年最新的二季报显示，Model 3和Model Y两款车二季度交付量已经达到19.9万辆，远远把竞争对手抛在身后。理性消费大势之下，平价车型更有利于企业开荒拓野。\n\n关于贾跃亭是否回国有望的问题，结果也不尽乐观。\n经过整理招股书后发现FF股权分配比例有所调整，借壳交易完成后股权结构变更为原FF股东持有51.1%，基础投资者持股23%，原债权人转股持有17.2%，原壳公司PSAC股东持股6.8%。\n由此可见，FF上市和贾跃亭还清债务中间还存在一定距离。参照分析人士预估的50亿美元剩余债务，贾跃亭完全清偿债务需要FF市值达到300亿美元左右，“下周回国”的口号，也得等到那时才不算空口无凭。\n经济学中的第四生产要素是企业家才能，体现为合理争取资源、充分发挥效率的能力，常被调侃PPT造车的贾跃亭并不缺少这一项。演出值得托付的形象、树立风度翩翩的人设，让债主相信一个食言过的人能够东山再起，贾跃亭在人格魅力方面已经就位，接下来要看的是执行力。\n讲故事可能是好手段，但绝对不会是长远发展的唯一途径，足够好的产品、不断进取的野心、与之相配的团队和个人能力不管队内还是对外都缺一不可。\n量产只是开端，搭建销售渠道、抢夺用户心智、博取市场信任都需要不断支出，长征第一步将踏出，贾老板的困难和前途一样明朗。","news_type":1,"symbols_score_info":{"PSAC":0.9,"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":2233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803498328,"gmtCreate":1627454147164,"gmtModify":1703490277578,"author":{"id":"4090139550819220","authorId":"4090139550819220","name":"孙大总","avatar":"https://static.tigerbbs.com/8357281ae394d72bc85b1760b4f2f0ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090139550819220","idStr":"4090139550819220"},"themes":[],"htmlText":"Hao","listText":"Hao","text":"Hao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803498328","repostId":"1122709229","repostType":4,"isVote":1,"tweetType":1,"viewCount":1990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":806488059,"gmtCreate":1627688957271,"gmtModify":1703494618375,"author":{"id":"4090139550819220","authorId":"4090139550819220","name":"孙大总","avatar":"https://static.tigerbbs.com/8357281ae394d72bc85b1760b4f2f0ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090139550819220","authorIdStr":"4090139550819220"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806488059","repostId":"1167346115","repostType":4,"repost":{"id":"1167346115","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":1627687022,"share":"https://ttm.financial/m/news/1167346115?lang=en_US&edition=fundamental","pubTime":"2021-07-31 07:17","market":"us","language":"zh","title":"Last night and this morning: Amazon fell 7%, New Oriental and TAL postponed financial report release","url":"https://stock-news.laohu8.com/highlight/detail?id=1167346115","media":"老虎资讯综合","summary":"摘要：亚马逊大跌7%冲击市场情绪，三大股指集体收跌。“蔚小理”逆市走高，好未来、新东方取消原定下周的业绩发布计划。\n\n海外市场\n1、亚马逊大跌7%冲击市场情绪，三大股指集体收跌\n受到亚马逊财报利空冲击","content":"<p><b>Summary:<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The 7% drop hit market sentiment, and the three major stock indexes collectively closed down. \"Wei Xiaoli\" bucked the market and went higher,<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Cancel the results release scheduled for next week.</b><b>Overseas Market</b></p><p><b>1. Amazon's 7% drop impacted market sentiment, and the three major stock indexes collectively closed down</b></p><p>Affected by Amazon's negative earnings report, investors' concerns about the slowdown in the business growth of technology giants led to a slight correction in the market on Friday. All three major stock indexes closed down, and the S&P continued to rise for six consecutive months. As of the close, the Dow fell 149.06 points, or 0.42%, to 34,935.47 points; The Nasdaq fell 105.59 points, or 0.71%, to 14672.68 points; The S&P 500 fell 23.89 points, or 0.54%, to 4,395.26 points.</p><p><b>2. Chinese concept stocks closed mixed on Friday, and new energy vehicle stocks bucked the trend and rose</b></p><p>Chinese concept stocks closed mixed on Friday. New energy vehicle stocks bucked the trend and rose. Among new energy vehicle stocks,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rose nearly 9%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 6%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose nearly 5%; Most education stocks fell,<a href=\"https://laohu8.com/S/STG\">Suntech Agency</a>It fell more than 9%, and Together Education fell more than 7%.<a href=\"https://laohu8.com/S/COE\">51 Talk</a>Fell more than 5%,<a href=\"https://laohu8.com/S/DAO\">Youdao</a>Fell more than 4%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>It fell nearly 4%, New Oriental fell nearly 2%, and TAL rose more than 3%; For other star stocks,<a href=\"https://laohu8.com/S/WDH\">Water droplets</a>Fell more than 12%,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>Fell nearly 9%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>, Ctrip fell more than 6%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 4%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/YY\">Huanju Group</a>Fell nearly 2%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Wait for a drop of more than 1%.</p><p><b>3. U.S. WTI crude oil closed up 0.5% on Friday and rose 0.7% in July</b></p><p>U.S. crude oil futures prices closed higher on Friday, making crude oil futures prices record their fourth consecutive month of gains. West Texas Intermediate crude oil (WTI) futures for September delivery rose 33 cents, or nearly 0.5%, to settle at $73.95 a barrel on the New York Mercantile Exchange, the highest closing price since July 13. On the most active contract basis, WTI crude oil futures rose 2.6% for the week and nearly 0.7% for the month.</p><p><b>4. Gold futures closed down 1% on Friday and rose 2.6% this month</b></p><p>Gold futures closed lower on Friday, making gains for both this week and this month. Gold futures for December delivery on the New York Mercantile Exchange fell $18.60, or 1%, to settle at $1,817.20 an ounce. Gold futures prices rose about 0.9% this week and rose 2.6% in July, the third increase in the past four months. Silver futures for September delivery fell 23 cents, or 0.9%, to settle at $25.55 an ounce. Silver futures rose 1.2% during the week but fell 2.5% in July. Analysts expect factors such as rising inflation, falling U.S. bond yields, and a stabilizing U.S. dollar to push gold prices higher.</p><p><b>5. European stocks closed lower across the board, and the pan-European Stoxx 600 index fell from all-time highs</b></p><p>European stocks closed lower across the board, with the pan-European Stoxx 600 index falling from its all-time high, closing down 2.10 points, or 0.45%, at 461.74 points. Among them, tourism and leisure stocks led the decline, down 2.5%, and chemical stocks bucked the market and rose 1%; The German DAX30 index closed down 96.08 points, or 0.61%, to 15544.39 points;<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index closed down 46.12 points, or 0.65%, at 7032.30 points; The French CAC40 index closed down 21.01 points, or 0.32%, at 6612.76 points; The European Stoxx 50 Index closed down 23.39 points, or 0.57%, at 4093.38 points; Spain's IBEX35 index closed down 107.30 points, or 1.22%, at 8679.00 points; Italy's FTSE MIB index closed down 153.44 points, or 0.60%, at 25,363.02 points.<b>In the latest round of stress tests conducted by large European banks,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>And<a href=\"https://laohu8.com/S/0J6Y.UK\">Societe Generale</a>The weakest performer, European regulators will refer to the test results when considering banks' dividend plans.</b></p><p><b>International macro</b></p><p><b>1. The core PCE price index in the United States increased by 3.5% year-on-year in June, hitting a new high since 1991</b></p><p>According to data released by the U.S. Department of Commerce, the U.S. PCE price index rose by 4.0% year-on-year in June, and the core PCE price index rose by 3.5% year-on-year, hitting a new high since July 1991. The core PCE price index is also the Fed's favorite inflation measure.</p><p><b>2. The Fed's reverse repurchase demand exceeded US $1 trillion for the first time in history</b></p><p>On Friday, 86 participating institutions deposited a record $1.04 trillion in overnight reverse repurchase facilities. New York Fed data showed that this size exceeded the high of $991.939 billion hit on June 30. The flood of cash continues to flood the dollar funding market, with demand spurring the tool surging since the Federal Reserve raised the reverse repo rate from 0% to 0.05% last month. On the other hand, the central bank's purchase of assets and the Ministry of Finance's compression of cash accounts also push reserves into the system.</p><p><b>3. The U.S. Department of Justice believes that the Treasury Department should provide Trump's tax return</b></p><p>The Treasury Department should hand over former President Donald Trump's tax returns to House Democrats, the Justice Department said. The Justice Department's Office of Legal Counsel posted a 39-page opinion on its website Friday, saying that \"we believe the Treasury Secretary must comply with the House Ways and Means Committee's June 16, 2021 request,\" to provide Trump's tax returns and related tax information. The decision overturned an opinion from 2019. The opinion at the time argued that the Treasury should not provide tax returns, claiming that the Ways and Means Committee disguised its true purpose of seeking Trump's tax information. The Biden administration has repeatedly delayed responding in court to a lawsuit seeking Trump's personal and corporate tax returns. Trump's lawyers said in January that they would almost certainly seek to block the transfer in court, making it unlikely that Democrats will get the documents anytime soon.</p><p><b>4. US White House Deputy Spokesperson: The US government is currently not considering implementing national vaccination requirements</b></p><p>Karine Jean-Karine Jean-Pierre, deputy press spokesperson of the White House, said that at present, the U.S. government is not considering implementing a nationwide mandatory vaccination requirement. Jean-Pierre expressed support for the updated mask guidelines of the Centers for Disease Control and Prevention (CDC). She pointed out that the data showed that the \"Delta\" mutant strain is extremely contagious to unvaccinated people, and vaccinated people also have a probability of infection. Therefore, more people need to be vaccinated to prevent the further spread or mutation of the strain. The American people need to listen to the advice of the CDC and wear masks in indoor areas to help save lives.</p><p><b>5. Out of the economic recession, the GDP of the euro zone increased by 2% in the second quarter.</b></p><p>According to the first reading data released by Eurostat on July 30th, local time, the gross domestic product (GDP) of the euro zone increased by 2% in the second quarter. Compared with the same period last year, the GDP of the euro zone increased by 13.7% in the second quarter. The lockdown measures taken at the time to curb the spread of the virus brought economic activity to a near halt.</p><p><b>6. The Russian Ministry of Energy requires the government to ban gasoline exports. As planned, the ban may last for at least three months</b></p><p>The Russian Ministry of Energy proposed to the country's government to speed up the process of banning gasoline exports. Shulginov, head of the Ministry of Energy of the Russian Federation, previously said that as domestic gasoline prices in Russia have repeatedly hit record highs, the department is studying the possibility of banning gasoline exports, which may last for at least three months as planned.</p><p><b>Company news</b></p><p><b>1. Good Future and New Oriental canceled the results release plan scheduled for next week.</b></p><p>New Oriental disclosed that due to some recent factors, the company will cancel the release of the fourth quarter financial report for fiscal year 2021 originally scheduled on August 3, 2021, Eastern Time, and 8:00 a.m. on the same day (8:00 p.m. Beijing time on August 3, 2021)) The plan to hold a conference call for earnings analysts. The company will disclose relevant progress at an appropriate time; TAL will also cancel the financial report for the fourth quarter of fiscal year 2021 originally scheduled to be released on August 5, 2021, Eastern Time, and the financial report analyst conference call held at 8 a.m. that day (8 p.m. Beijing time on August 5, 2021) plan, and will disclose relevant progress at an appropriate time.</p><p><b>2. Musk supports EPIC's denunciation<a href=\"https://laohu8.com/S/AAPL\">Apple</a>\"App Store Tax\"</b></p><p>On Friday local time,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk said on social media that the (commission) fee of Apple's App Store is actually a tax on the global Internet, and Epic is right on this point. In addition, Musk said in response to questions from netizens on Friday that he and Cook had never exchanged words or letters. He had requested a meeting with Cook to discuss Apple's acquisition of Tesla, but Cook refused to meet. At that time, Tesla's market value is only 6% of today's.</p><p><b>3. Amazon was fined 746 million euros by the EU for violating data protection laws</b></p><p>Amazon disclosed the announcement document on Friday, saying that the Luxembourg Data Protection Commission made a decision in mid-July to impose a fine of 746 million euros ($886 million) on Amazon in the name of violating the General Data Protection Regulation. Amazon said the regulator failed to make a decision based on facts and would appeal the penalty result.</p><p><b>4. Sentiment in the new stock market is sluggish, Dole broke its share price on the first day of listing</b></p><p>On Friday, local time, Dole, a fruit and vegetable grower who postponed its listing and lowered its issue price, finally achieved listing on the New York Stock Exchange. The company's IPO price was US $16. According to people familiar with the matter, it sold a total of 25 million shares, which was lower than the target of 30.3 million shares, and raised a total of about US $400 million. As of Friday's close, Dole's stock price fell 9.38%.</p><p><b>5. Regeneron antibody therapy approved as a new crown prevention method</b></p><p>On Friday local time, the U.S. FDA expanded the scope of application of Regeneron Medicine's new crown cocktail antibody therapy, allowing it to be used as a preventive treatment for unvaccinated immunocompromised people in dangerous conditions. The applicable age is still 12 years old and above.</p><p><b>6. America's largest private employer requires employees to be vaccinated</b></p><p>According to media quotations<a href=\"https://laohu8.com/S/WMT\">Walmart</a>According to the internal letter, the largest private employer in the United States has required all headquarters and regional employees to complete vaccination before October 4. It is reported that Wal-Mart has told staff in first-line stores and warehouses to wear masks and increased the amount of vaccination incentives to $150.</p><p><b>7. A fire broke out at Tesla's world's largest battery base</b></p><p>Located in Australia, media reported on Friday<a href=\"https://laohu8.com/S/VCP.UK\">Victoria</a>A fire broke out on Friday (July 30) in the Tesla Megapack energy storage system, the world's largest battery base in the state. The fire department said that people at the scene had been evacuated and there were no casualties. The project was developed by French electricity producer Neoen SA in cooperation with Tesla. Neoen stated that the fire occurred during testing and the cause of the fire is still unclear.</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>Last night and this morning: Amazon fell 7%, New Oriental and TAL postponed financial report release</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\">\nLast night and this morning: Amazon fell 7%, New Oriental and TAL postponed financial report release\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\">2021-07-31 07:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Summary:<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The 7% drop hit market sentiment, and the three major stock indexes collectively closed down. \"Wei Xiaoli\" bucked the market and went higher,<a href=\"https://laohu8.com/S/TAL\">TAL</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Cancel the results release scheduled for next week.</b><b>Overseas Market</b></p><p><b>1. Amazon's 7% drop impacted market sentiment, and the three major stock indexes collectively closed down</b></p><p>Affected by Amazon's negative earnings report, investors' concerns about the slowdown in the business growth of technology giants led to a slight correction in the market on Friday. All three major stock indexes closed down, and the S&P continued to rise for six consecutive months. As of the close, the Dow fell 149.06 points, or 0.42%, to 34,935.47 points; The Nasdaq fell 105.59 points, or 0.71%, to 14672.68 points; The S&P 500 fell 23.89 points, or 0.54%, to 4,395.26 points.</p><p><b>2. Chinese concept stocks closed mixed on Friday, and new energy vehicle stocks bucked the trend and rose</b></p><p>Chinese concept stocks closed mixed on Friday. New energy vehicle stocks bucked the trend and rose. Among new energy vehicle stocks,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rose nearly 9%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up more than 6%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose nearly 5%; Most education stocks fell,<a href=\"https://laohu8.com/S/STG\">Suntech Agency</a>It fell more than 9%, and Together Education fell more than 7%.<a href=\"https://laohu8.com/S/COE\">51 Talk</a>Fell more than 5%,<a href=\"https://laohu8.com/S/DAO\">Youdao</a>Fell more than 4%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>It fell nearly 4%, New Oriental fell nearly 2%, and TAL rose more than 3%; For other star stocks,<a href=\"https://laohu8.com/S/WDH\">Water droplets</a>Fell more than 12%,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>Fell nearly 9%,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>, Ctrip fell more than 6%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 4%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/YY\">Huanju Group</a>Fell nearly 2%,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Wait for a drop of more than 1%.</p><p><b>3. U.S. WTI crude oil closed up 0.5% on Friday and rose 0.7% in July</b></p><p>U.S. crude oil futures prices closed higher on Friday, making crude oil futures prices record their fourth consecutive month of gains. West Texas Intermediate crude oil (WTI) futures for September delivery rose 33 cents, or nearly 0.5%, to settle at $73.95 a barrel on the New York Mercantile Exchange, the highest closing price since July 13. On the most active contract basis, WTI crude oil futures rose 2.6% for the week and nearly 0.7% for the month.</p><p><b>4. Gold futures closed down 1% on Friday and rose 2.6% this month</b></p><p>Gold futures closed lower on Friday, making gains for both this week and this month. Gold futures for December delivery on the New York Mercantile Exchange fell $18.60, or 1%, to settle at $1,817.20 an ounce. Gold futures prices rose about 0.9% this week and rose 2.6% in July, the third increase in the past four months. Silver futures for September delivery fell 23 cents, or 0.9%, to settle at $25.55 an ounce. Silver futures rose 1.2% during the week but fell 2.5% in July. Analysts expect factors such as rising inflation, falling U.S. bond yields, and a stabilizing U.S. dollar to push gold prices higher.</p><p><b>5. European stocks closed lower across the board, and the pan-European Stoxx 600 index fell from all-time highs</b></p><p>European stocks closed lower across the board, with the pan-European Stoxx 600 index falling from its all-time high, closing down 2.10 points, or 0.45%, at 461.74 points. Among them, tourism and leisure stocks led the decline, down 2.5%, and chemical stocks bucked the market and rose 1%; The German DAX30 index closed down 96.08 points, or 0.61%, to 15544.39 points;<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index closed down 46.12 points, or 0.65%, at 7032.30 points; The French CAC40 index closed down 21.01 points, or 0.32%, at 6612.76 points; The European Stoxx 50 Index closed down 23.39 points, or 0.57%, at 4093.38 points; Spain's IBEX35 index closed down 107.30 points, or 1.22%, at 8679.00 points; Italy's FTSE MIB index closed down 153.44 points, or 0.60%, at 25,363.02 points.<b>In the latest round of stress tests conducted by large European banks,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>And<a href=\"https://laohu8.com/S/0J6Y.UK\">Societe Generale</a>The weakest performer, European regulators will refer to the test results when considering banks' dividend plans.</b></p><p><b>International macro</b></p><p><b>1. The core PCE price index in the United States increased by 3.5% year-on-year in June, hitting a new high since 1991</b></p><p>According to data released by the U.S. Department of Commerce, the U.S. PCE price index rose by 4.0% year-on-year in June, and the core PCE price index rose by 3.5% year-on-year, hitting a new high since July 1991. The core PCE price index is also the Fed's favorite inflation measure.</p><p><b>2. The Fed's reverse repurchase demand exceeded US $1 trillion for the first time in history</b></p><p>On Friday, 86 participating institutions deposited a record $1.04 trillion in overnight reverse repurchase facilities. New York Fed data showed that this size exceeded the high of $991.939 billion hit on June 30. The flood of cash continues to flood the dollar funding market, with demand spurring the tool surging since the Federal Reserve raised the reverse repo rate from 0% to 0.05% last month. On the other hand, the central bank's purchase of assets and the Ministry of Finance's compression of cash accounts also push reserves into the system.</p><p><b>3. The U.S. Department of Justice believes that the Treasury Department should provide Trump's tax return</b></p><p>The Treasury Department should hand over former President Donald Trump's tax returns to House Democrats, the Justice Department said. The Justice Department's Office of Legal Counsel posted a 39-page opinion on its website Friday, saying that \"we believe the Treasury Secretary must comply with the House Ways and Means Committee's June 16, 2021 request,\" to provide Trump's tax returns and related tax information. The decision overturned an opinion from 2019. The opinion at the time argued that the Treasury should not provide tax returns, claiming that the Ways and Means Committee disguised its true purpose of seeking Trump's tax information. The Biden administration has repeatedly delayed responding in court to a lawsuit seeking Trump's personal and corporate tax returns. Trump's lawyers said in January that they would almost certainly seek to block the transfer in court, making it unlikely that Democrats will get the documents anytime soon.</p><p><b>4. US White House Deputy Spokesperson: The US government is currently not considering implementing national vaccination requirements</b></p><p>Karine Jean-Karine Jean-Pierre, deputy press spokesperson of the White House, said that at present, the U.S. government is not considering implementing a nationwide mandatory vaccination requirement. Jean-Pierre expressed support for the updated mask guidelines of the Centers for Disease Control and Prevention (CDC). She pointed out that the data showed that the \"Delta\" mutant strain is extremely contagious to unvaccinated people, and vaccinated people also have a probability of infection. Therefore, more people need to be vaccinated to prevent the further spread or mutation of the strain. The American people need to listen to the advice of the CDC and wear masks in indoor areas to help save lives.</p><p><b>5. Out of the economic recession, the GDP of the euro zone increased by 2% in the second quarter.</b></p><p>According to the first reading data released by Eurostat on July 30th, local time, the gross domestic product (GDP) of the euro zone increased by 2% in the second quarter. Compared with the same period last year, the GDP of the euro zone increased by 13.7% in the second quarter. The lockdown measures taken at the time to curb the spread of the virus brought economic activity to a near halt.</p><p><b>6. The Russian Ministry of Energy requires the government to ban gasoline exports. As planned, the ban may last for at least three months</b></p><p>The Russian Ministry of Energy proposed to the country's government to speed up the process of banning gasoline exports. Shulginov, head of the Ministry of Energy of the Russian Federation, previously said that as domestic gasoline prices in Russia have repeatedly hit record highs, the department is studying the possibility of banning gasoline exports, which may last for at least three months as planned.</p><p><b>Company news</b></p><p><b>1. Good Future and New Oriental canceled the results release plan scheduled for next week.</b></p><p>New Oriental disclosed that due to some recent factors, the company will cancel the release of the fourth quarter financial report for fiscal year 2021 originally scheduled on August 3, 2021, Eastern Time, and 8:00 a.m. on the same day (8:00 p.m. Beijing time on August 3, 2021)) The plan to hold a conference call for earnings analysts. The company will disclose relevant progress at an appropriate time; TAL will also cancel the financial report for the fourth quarter of fiscal year 2021 originally scheduled to be released on August 5, 2021, Eastern Time, and the financial report analyst conference call held at 8 a.m. that day (8 p.m. Beijing time on August 5, 2021) plan, and will disclose relevant progress at an appropriate time.</p><p><b>2. Musk supports EPIC's denunciation<a href=\"https://laohu8.com/S/AAPL\">Apple</a>\"App Store Tax\"</b></p><p>On Friday local time,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Musk said on social media that the (commission) fee of Apple's App Store is actually a tax on the global Internet, and Epic is right on this point. In addition, Musk said in response to questions from netizens on Friday that he and Cook had never exchanged words or letters. He had requested a meeting with Cook to discuss Apple's acquisition of Tesla, but Cook refused to meet. At that time, Tesla's market value is only 6% of today's.</p><p><b>3. Amazon was fined 746 million euros by the EU for violating data protection laws</b></p><p>Amazon disclosed the announcement document on Friday, saying that the Luxembourg Data Protection Commission made a decision in mid-July to impose a fine of 746 million euros ($886 million) on Amazon in the name of violating the General Data Protection Regulation. Amazon said the regulator failed to make a decision based on facts and would appeal the penalty result.</p><p><b>4. Sentiment in the new stock market is sluggish, Dole broke its share price on the first day of listing</b></p><p>On Friday, local time, Dole, a fruit and vegetable grower who postponed its listing and lowered its issue price, finally achieved listing on the New York Stock Exchange. The company's IPO price was US $16. According to people familiar with the matter, it sold a total of 25 million shares, which was lower than the target of 30.3 million shares, and raised a total of about US $400 million. As of Friday's close, Dole's stock price fell 9.38%.</p><p><b>5. Regeneron antibody therapy approved as a new crown prevention method</b></p><p>On Friday local time, the U.S. FDA expanded the scope of application of Regeneron Medicine's new crown cocktail antibody therapy, allowing it to be used as a preventive treatment for unvaccinated immunocompromised people in dangerous conditions. The applicable age is still 12 years old and above.</p><p><b>6. America's largest private employer requires employees to be vaccinated</b></p><p>According to media quotations<a href=\"https://laohu8.com/S/WMT\">Walmart</a>According to the internal letter, the largest private employer in the United States has required all headquarters and regional employees to complete vaccination before October 4. It is reported that Wal-Mart has told staff in first-line stores and warehouses to wear masks and increased the amount of vaccination incentives to $150.</p><p><b>7. A fire broke out at Tesla's world's largest battery base</b></p><p>Located in Australia, media reported on Friday<a href=\"https://laohu8.com/S/VCP.UK\">Victoria</a>A fire broke out on Friday (July 30) in the Tesla Megapack energy storage system, the world's largest battery base in the state. The fire department said that people at the scene had been evacuated and there were no casualties. The project was developed by French electricity producer Neoen SA in cooperation with Tesla. Neoen stated that the fire occurred during testing and the cause of the fire is still unclear.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"EDU":"新东方","QNETCN":"纳斯达克中美互联网老虎指数","TAL":"好未来",".DJI":"道琼斯","09901":"新东方-S","09086":"华夏纳指-U","03086":"华夏纳指","AMZN":"亚马逊"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167346115","content_text":"摘要：亚马逊大跌7%冲击市场情绪，三大股指集体收跌。“蔚小理”逆市走高，好未来、新东方取消原定下周的业绩发布计划。\n\n海外市场\n1、亚马逊大跌7%冲击市场情绪，三大股指集体收跌\n受到亚马逊财报利空冲击，投资者对于科技巨头业务增速放缓的担忧导致周五市场出现小幅回调，三大股指悉数收跌，标普仍连涨六月。截至收盘，道指跌149.06点，或0.42%，报34935.47点；纳指跌105.59点，或0.71%，报14672.68点；标普500指数跌23.89点，或0.54%，报4395.26点。\n2、中概股周五收盘涨跌不一，新能源汽车股逆市走高\n中概股周五收盘涨跌不一，新能源汽车股逆市走高，新能源汽车股中，理想汽车涨近9%，小鹏汽车涨超6%，蔚来汽车涨近5%；教育股多数下滑，尚德机构跌超9%，一起教育跌超7%，51Talk跌超5%，有道跌超4%，高途跌近4%，新东方跌近2%，好未来涨超3%；其它明星股方面，水滴跌超12%，满帮跌近9%，知乎、携程跌超6%，哔哩哔哩跌超4%，百度、欢聚集团跌近2%，爱奇艺、京东、阿里巴巴等跌超1%。\n3、美国WTI原油周五收高0.5%，7月上涨0.7%\n美国原油期货价格周五收高，使原油期货价格录得连续第四个月上涨。纽约商品交易所9月交割的西德州中质原油（WTI）期货价格上涨33美分，涨幅近0.5%，收于每桶73.95美元，创7月13日以来的最高收盘价。按照最活跃合约计算，WTI原油期货本周上涨2.6%，本月上涨近0.7%。\n4、黄金期货周五收跌1% 本月上涨2.6%\n黄金期货周五收跌，使本周与本月黄金期货均录得涨幅。纽约商品交易所12月交割的黄金期货价格下跌18.60美元，跌幅1%，收于每盎司1817.20美元。黄金期货价格本周上涨约0.9%，在7月份上涨2.6%，为过去4个月中第3次录得涨幅。9月交割的白银期货价格下跌23美分，跌幅0.9%，收于每盎司25.55美元。白银期货在本周上涨1.2%，但在7月份下跌了2.5%。分析师预计通胀上行、美债收益率下滑、美元趋稳等因素将推动金价继续走高。\n5、欧股全线收跌，泛欧斯托克600指数自历史高点滑落\n欧股全线收跌，泛欧斯托克600指数自历史高点滑落，收盘下跌2.10点，跌幅0.45%，报461.74点。其中旅游和休闲类股领跌，跌幅2.5%，化学类股逆市上涨1%；德国DAX30指数收盘下跌96.08点，跌幅0.61%，报15544.39点；英国富时100指数收盘下跌46.12点，跌幅0.65%，报7032.30点；法国CAC40指数收盘下跌21.01点，跌幅0.32%，报6612.76点；欧洲斯托克50指数收盘下跌23.39点，跌幅0.57%，报4093.38点；西班牙IBEX35指数收盘下跌107.30点，跌幅1.22%，报8679.00点；意大利富时MIB指数收盘下跌153.44点，跌幅0.60%，报25363.02点。在欧洲大型银行进行的最新一轮压力测试中，德意志银行和法国兴业银行表现最弱，欧洲的监管机构在考虑银行的派息计划时，将参考该测试结果。\n国际宏观\n1、美国6月核心PCE物价指数同比增长3.5%，再创1991年以来新高\n根据美国商务部公布的数据显示，美国6月的PCE物价指数同比上涨4.0%，核心PCE物价指数同比上升3.5%，创1991年7月以来的新高。核心PCE物价指数也是美联储最青睐的通胀指标。\n2、美联储逆回购需求有史以来首次突破1万亿美元\n周五86家参与机构在隔夜逆回购工具中存放了创纪录的1.04万亿美元。纽约联储数据显示，这一规模超过了6月30日触及的高位9919.39亿美元。现金洪流继续淹没美元融资市场，上个月美联储将逆回购利率从0%提高至0.05%以来，刺激这一工具的需求激增。另一方面，央行购买资产且财政部压缩现金账户，也将准备金推入系统。\n3、美国司法部认为财政部应提供特朗普的纳税申报\n美国司法部表示，财政部应该向众议院民主党人移交前总统唐纳德·特朗普的纳税申报表。司法部法律顾问办公室周五在其网站发布长达39页的意见，称“我们认为财政部长必须遵守众议院筹款委员会2021年6月16日的要求，”提供特朗普的纳税申报和相关税务信息。这一决定推翻了2019年的一份意见。当时的意见认为财政部不应提供纳税申报，声称筹款委员会掩饰其寻求特朗普税务信息的真实目的。针对一宗寻求特朗普个人和企业纳税申报表的诉讼，拜登政府在法庭上一再推迟回应。特朗普的律师1月表示，他们几乎肯定会在法庭上寻求阻止移交，使得民主党不太可能很快获得这些文件。\n4、美白宫副发言人：美政府目前不考虑实施全国性的疫苗接种要求\n美国白宫副新闻发言人卡琳·让-皮埃尔（Karine Jean-Pierre）表示，目前美国政府不考虑实施全国性的强制疫苗接种要求。让-皮埃尔对美国疾控中心（CDC）更新的口罩指南表示支持，她指出，数据表明“德尔塔”变异毒株对未接种疫苗人群的传染性极强，已接种疫苗人群也有概率感染，因此需要更多人接种疫苗以阻止毒株进一步传播或突变，美国民众需要听取疾控中心的意见，在室内区域佩戴口罩，以帮助拯救生命。\n5、走出经济衰退，欧元区二季度GDP环比增长2%\n欧盟统计局当地时间7月30日发布的初读数据显示，欧元区二季度国内生产总值（GDP）环比增长2%。与去年同期相比，欧元区二季度GDP增长了13.7%。当时为遏制病毒传播采取的封锁措施使经济活动接近停顿。\n6、俄能源部要求政府禁止汽油出口，按计划禁令可能持续至少三个月\n俄罗斯能源部向该国政府提议，加快启动禁止汽油出口的程序。俄联邦能源部负责人舒尔吉诺夫此前表示，由于俄国内汽油价格屡创新高，因此该部门正在研究禁止汽油出口的可能性，按计划禁令可能持续至少三个月。\n公司消息\n1、好未来、新东方取消原定下周的业绩发布计划。\n新东方披露，受最近一些因素的影响，公司将取消原定于美国东部时间2021年8月3日发布2021财年第四季度财报，以及当天上午8点（北京时间2021年8月3日晚上8时）举行财报分析师电话会议的计划。公司将在恰当的时机披露相关进展；好未来也将取消原定于美国东部时间2021年8月5日发布2021财年第四季度财报，以及当天上午8点（北京时间2021年8月5日晚上8时）举行财报分析师电话会议的计划，并将在恰当时机披露相关进展。\n2、马斯克力挺EPIC 声讨苹果“应用商店税”\n当地时间周五，特斯拉CEO马斯克在社交媒体上表示，苹果应用商店的（抽成）费用实际上就是对全球互联网征税，在这一点上Epic是对的。此外马斯克周五回应网友提问时表示，他和库克从来没有言语或者书信交流过，他曾经请求与库克会面讨论苹果收购特斯拉的事宜，但库克拒绝会面，而当时特斯拉的市值只有今天的6%。\n3、违反数据保护法 亚马逊遭欧盟处罚7.46亿欧元\n亚马逊周五披露公告文件称，卢森堡数据保护委员会7月中旬作出决定，以违反《通用数据保护条例》的名义对亚马逊处以7.46亿欧元（8.86亿美元）的罚金。亚马逊称监管机构未能基于事实做出决定，将对处罚结果进行申诉。\n4、新股市场情绪低迷 都乐上市首日破发\n当地时间周五，推迟上市且降低发行价的果蔬种植商都乐（Dole）终于实现在纽交所挂牌上市。公司IPO价格为16美元，据知情人士透露总共卖出2500万股票，低于目标的3030万股，总共募集资金约4亿美元。截至周五收盘，都乐股价跌9.38%。\n5、再生元抗体疗法获准作为新冠预防手段\n当地时间周五，美国FDA拓展了再生元医药的新冠鸡尾酒抗体疗法适用范围，允许其作为未接种疫苗的免疫力低下人群在危险状态下的预防性疗法，适用年龄依然为12岁及以上。\n6、全美最大私营雇主要求员工接种疫苗\n据媒体援引沃尔玛内部信报道，全美最大私营企业雇主已经要求所有总部和地区员工必须在10月4日前完成疫苗接种。据悉，沃尔玛已经告知一线商店和仓库的工作人员佩戴口罩，并将接种疫苗的奖励金额提升至150美元。\n7、特斯拉全球最大电池基地发生火灾\n据媒体周五报道，位于澳大利亚维多利亚州的世界上最大电池基地——特斯拉Megapack储能系统周五（7月30日）发生火灾。消防部门表示，现场人员已被疏散，没有出现伤亡。该项目由法国电力生产商Neoen SA与特斯拉合作开发，Neoen方面声明称这场火灾发生在测试期间，起火原因尚不明确。","news_type":1,"symbols_score_info":{"09086":0.9,".DJI":0.9,"TAL":0.9,"AMZN":0.9,"03086":0.9,"EDU":0.9,"09901":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":2660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805812642,"gmtCreate":1627869669386,"gmtModify":1703496852701,"author":{"id":"4090139550819220","authorId":"4090139550819220","name":"孙大总","avatar":"https://static.tigerbbs.com/8357281ae394d72bc85b1760b4f2f0ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090139550819220","authorIdStr":"4090139550819220"},"themes":[],"htmlText":"yyyy","listText":"yyyy","text":"yyyy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/805812642","repostId":"1171357110","repostType":4,"repost":{"id":"1171357110","kind":"news","pubTimestamp":1627869360,"share":"https://ttm.financial/m/news/1171357110?lang=en_US&edition=fundamental","pubTime":"2021-08-02 09:56","market":"sh","language":"zh","title":"China's Caixin manufacturing PMI in July was 50.3, the previous value was 51.3","url":"https://stock-news.laohu8.com/highlight/detail?id=1171357110","media":"华尔街见闻","summary":"中国7月财新制造业PMI 50.3，前值51.3。\n8月2日公布的2021年7月财新中国制造业PMI（采购经理指数）下降1百分点至50.3，为2020年5月以来最低。\n这一走势与国家统计局制造业PMI","content":"<p>China's Caixin manufacturing PMI in July was 50.3, compared with the previous value of 51.3.</p><p>The Caixin China Manufacturing PMI (Purchasing Managers Index) for July 2021 released on August 2 fell by 1 percentage point to 50.3, the lowest since May 2020.</p><p>This trend is consistent with the manufacturing PMI of the National Bureau of Statistics. The manufacturing PMI released by the Bureau of Statistics in July recorded 50.4, a decrease of 0.5 percentage points from June and the lowest since March 2020.</p><p>Manufacturing supply continued to expand in July, but the expansion rate was only weak, while demand contracted for the first time in more than a year. In July, the manufacturing production index and new orders index recorded 16-month and 15-month lows respectively. Some interviewed companies reported that customer demand was relatively weak; Other companies reported that rising ex-factory prices of products inhibited sales. The sub-category data shows that new orders in investment categories grew strongly, but new orders in consumer goods and intermediate categories decreased.</p><p>External demand remained generally stable. In July, the index of new export orders for the manufacturing industry was slightly higher than the boom-bust line. The epidemic situation in different overseas regions was divergent, and the impact on exports was ebbing and changing.</p><p>The job market has not changed much. In July, the manufacturing employment index was slightly higher than the boom-bust line, staying in the expansion range for the fourth consecutive month. Some companies increase labor use to expand production capacity, while others are relatively cautious. Along with the stabilization of the job market, the number of backlogs has increased slightly.</p><p>The manufacturing purchase price index and ex-factory price index both fell, indicating that inflationary pressures eased slightly in July. However, the purchase price index has been more than 5 percentage points higher than the boom-bust line for eight consecutive months. The companies surveyed said that raw material prices remain high, especially industrial metal prices. In contrast, the ex-factory price index is only slightly higher than the boom-bust line, recording a new low since October 2020, indicating that market demand is more sensitive to product prices, limiting the pricing power of enterprises.</p><p>Affected by local floods, epidemics, and shortages of products such as chips, logistics delivery times continued to be extended, and the supplier supply time index continued to be in the contraction range in July. As the price of raw materials is still at a high level, the purchase volume of manufacturing enterprises has only increased slightly, and the raw material inventory index has declined in the contraction range. Enterprises continue to use finished goods inventory to deliver orders, and the finished goods inventory index continues to be in the contraction range, but the range narrows slightly.</p><p>China's manufacturing industry is generally optimistic about the growth prospects in the coming year, but optimism has slipped to a 15-month low. Enterprises are worried that the global epidemic is unknown when it will be controlled, and the supply chain will continue to be disrupted.</p><p>Wang Zhe, a senior economist at Caixin Think Tank, said that the expansion momentum of manufacturing industry slowed down marginally in July, market supply continued to expand, demand began to come under pressure, and companies were cautious in increasing employees and purchasing raw materials. Inflationary pressures have partially eased, and manufacturing entrepreneurs remain optimistic about the future, but they are below the long-term average. Relevant data from Caixin China's manufacturing PMI in July showed that the current foundation for national economic recovery is not solid, the downward pressure on the economy is still high, and entrepreneurs' confidence also needs to be protected.</p>","source":"highlight_wallstreetcn","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>China's Caixin manufacturing PMI in July was 50.3, the previous value was 51.3</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\">\nChina's Caixin manufacturing PMI in July was 50.3, the previous value was 51.3\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\">2021-08-02 09:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>China's Caixin manufacturing PMI in July was 50.3, compared with the previous value of 51.3.</p><p>The Caixin China Manufacturing PMI (Purchasing Managers Index) for July 2021 released on August 2 fell by 1 percentage point to 50.3, the lowest since May 2020.</p><p>This trend is consistent with the manufacturing PMI of the National Bureau of Statistics. The manufacturing PMI released by the Bureau of Statistics in July recorded 50.4, a decrease of 0.5 percentage points from June and the lowest since March 2020.</p><p>Manufacturing supply continued to expand in July, but the expansion rate was only weak, while demand contracted for the first time in more than a year. In July, the manufacturing production index and new orders index recorded 16-month and 15-month lows respectively. Some interviewed companies reported that customer demand was relatively weak; Other companies reported that rising ex-factory prices of products inhibited sales. The sub-category data shows that new orders in investment categories grew strongly, but new orders in consumer goods and intermediate categories decreased.</p><p>External demand remained generally stable. In July, the index of new export orders for the manufacturing industry was slightly higher than the boom-bust line. The epidemic situation in different overseas regions was divergent, and the impact on exports was ebbing and changing.</p><p>The job market has not changed much. In July, the manufacturing employment index was slightly higher than the boom-bust line, staying in the expansion range for the fourth consecutive month. Some companies increase labor use to expand production capacity, while others are relatively cautious. Along with the stabilization of the job market, the number of backlogs has increased slightly.</p><p>The manufacturing purchase price index and ex-factory price index both fell, indicating that inflationary pressures eased slightly in July. However, the purchase price index has been more than 5 percentage points higher than the boom-bust line for eight consecutive months. The companies surveyed said that raw material prices remain high, especially industrial metal prices. In contrast, the ex-factory price index is only slightly higher than the boom-bust line, recording a new low since October 2020, indicating that market demand is more sensitive to product prices, limiting the pricing power of enterprises.</p><p>Affected by local floods, epidemics, and shortages of products such as chips, logistics delivery times continued to be extended, and the supplier supply time index continued to be in the contraction range in July. As the price of raw materials is still at a high level, the purchase volume of manufacturing enterprises has only increased slightly, and the raw material inventory index has declined in the contraction range. Enterprises continue to use finished goods inventory to deliver orders, and the finished goods inventory index continues to be in the contraction range, but the range narrows slightly.</p><p>China's manufacturing industry is generally optimistic about the growth prospects in the coming year, but optimism has slipped to a 15-month low. Enterprises are worried that the global epidemic is unknown when it will be controlled, and the supply chain will continue to be disrupted.</p><p>Wang Zhe, a senior economist at Caixin Think Tank, said that the expansion momentum of manufacturing industry slowed down marginally in July, market supply continued to expand, demand began to come under pressure, and companies were cautious in increasing employees and purchasing raw materials. Inflationary pressures have partially eased, and manufacturing entrepreneurs remain optimistic about the future, but they are below the long-term average. Relevant data from Caixin China's manufacturing PMI in July showed that the current foundation for national economic recovery is not solid, the downward pressure on the economy is still high, and entrepreneurs' confidence also needs to be protected.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3636875\">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/135fb5b6f21d9ee05edcb64a0736f62f","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3636875","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1171357110","content_text":"中国7月财新制造业PMI 50.3，前值51.3。\n8月2日公布的2021年7月财新中国制造业PMI（采购经理指数）下降1百分点至50.3，为2020年5月以来最低。\n这一走势与国家统计局制造业PMI一致。统计局公布的7月制造业PMI录得50.4，较6月下降0.5个百分点，为2020年3月以来最低。\n7月制造业供给继续扩张，但扩长速度仅为微弱，需求则出现一年多来首次收缩。7月制造业生产指数和新订单指数分别录得16个月和15个月以来新低。部分受访企业反映，客户需求相对疲弱；另有企业反映，产品出厂价格上扬抑制了销售。分类别数据显示，投资品类新订单增长强劲，但消费品和中间品类新订单减少。\n外需总体维持稳定，7月制造业新出口订单指数略高于荣枯线，海外不同地区疫情形势分化，对出口影响此消彼长。\n就业市场变化不大，7月制造业就业指数略高于荣枯线，连续第四个月位于扩张区间。部分企业增加劳动力使用以扩大产能，另一部分企业则相对谨慎。伴随着就业市场的稳定，积压工作数量略有增加。\n制造业购进价格指数和出厂价格指数双双下降，显示通胀压力在7月略有缓解。不过，购进价格指数已连续八个月高于荣枯线5个百分点以上，受访企业表示原材料价格居高不下，尤其是工业金属价格高企。相比之下，出厂价格指数仅略高于荣枯线，录得2020年10月以来新低，表明市场需求对产品价格较为敏感，限制了企业定价能力。\n受局部区域洪涝、疫情以及芯片等产品短缺影响，物流交付时间继续延长，7月供应商供应时间指数继续位于收缩区间。由于原材料价格依然处于高位，制造业企业采购量仅略有增加，原材料库存指数在收缩区间下降。企业继续动用产成品库存交付订单，产成品库存指数继续处于收缩区间，但幅度略有收窄。\n中国制造业界对未来一年的增长前景普遍感到乐观，但乐观度下滑至15个月低点。企业忧虑全球疫情未知何时才能受控，担心供应链继续受阻扰。\n财新智库高级经济学家王喆表示，7月制造业扩张势头边际放缓，市场供给继续扩张，需求开始承压，企业在增加雇员和原材料采购方面态度谨慎。通胀压力部分得到缓解，制造业企业家对未来依旧保持乐观，但已低于长期均值。7月财新中国制造业PMI相关数据显示，目前国民经济恢复基础并不稳固，经济下行压力依然较大，企业家信心亦需呵护。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802631446,"gmtCreate":1627775416785,"gmtModify":1703495571481,"author":{"id":"4090139550819220","authorId":"4090139550819220","name":"孙大总","avatar":"https://static.tigerbbs.com/8357281ae394d72bc85b1760b4f2f0ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090139550819220","authorIdStr":"4090139550819220"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802631446","repostId":"1142769496","repostType":4,"repost":{"id":"1142769496","kind":"news","pubTimestamp":1627694319,"share":"https://ttm.financial/m/news/1142769496?lang=en_US&edition=fundamental","pubTime":"2021-07-31 09:18","market":"sh","language":"zh","title":"The latest trends in the positions held by private equity tycoons such as Feng Liu and Deng Xiaofeng have surfaced...","url":"https://stock-news.laohu8.com/highlight/detail?id=1142769496","media":"上海证券报","summary":"随着上市公司半年报的陆续披露，高毅资产旗下冯柳、邓晓峰，以及敦和资产等私募大佬的偏好逐一浮出水面。\n具体来看，私募大佬尽管喜好各有不同，但大都偏爱中小市值股票。其中，高毅资产邓晓峰今年二季度加仓了旭升","content":"<p><div>With the successive disclosure of semi-annual reports of listed companies, the preferences of private equity tycoons such as Feng Liu, Deng Xiaofeng and Dunhe Assets under Gaoyi Assets have surfaced one by one. Specifically, although private equity tycoons have different preferences, most of them prefer small and medium-sized stocks. Among them, Gaoyi Assets Deng Xiaofeng increased his positions in Xusheng shares and Western Mining in the second quarter of this year; Gaoyi Asset Feng Liuxin bought Western Superconductor and firmly held a position in Hikvision. In addition, Dunhe Assets has maintained a consistent heavy position in Dipu Technology. Feng Liu made a large purchase of nearly 1 billion yuan. According to the semi-annual report data of Western Superconducting listed companies, Gaoyi Linshan No. 1 Yuanwang Fund's new purchase...</p><p><a href=\"https://mp.weixin.qq.com/s/y44nug7uhSTXsr_jkIX-Lw\">Web link</a></div></p>","source":"shzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The latest trends in the positions held by private equity tycoons such as Feng Liu and Deng Xiaofeng have surfaced...</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe latest trends in the positions held by private equity tycoons such as Feng Liu and Deng Xiaofeng have surfaced...\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上海证券报</strong><span class=\"h-time small\">2021-07-31 09:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>With the successive disclosure of semi-annual reports of listed companies, the preferences of private equity tycoons such as Feng Liu, Deng Xiaofeng and Dunhe Assets under Gaoyi Assets have surfaced one by one. Specifically, although private equity tycoons have different preferences, most of them prefer small and medium-sized stocks. Among them, Gaoyi Assets Deng Xiaofeng increased his positions in Xusheng shares and Western Mining in the second quarter of this year; Gaoyi Asset Feng Liuxin bought Western Superconductor and firmly held a position in Hikvision. In addition, Dunhe Assets has maintained a consistent heavy position in Dipu Technology. Feng Liu made a large purchase of nearly 1 billion yuan. According to the semi-annual report data of Western Superconducting listed companies, Gaoyi Linshan No. 1 Yuanwang Fund's new purchase...</p><p><a href=\"https://mp.weixin.qq.com/s/y44nug7uhSTXsr_jkIX-Lw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/y44nug7uhSTXsr_jkIX-Lw\">上海证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"688122":"西部超导"},"source_url":"https://mp.weixin.qq.com/s/y44nug7uhSTXsr_jkIX-Lw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142769496","content_text":"随着上市公司半年报的陆续披露，高毅资产旗下冯柳、邓晓峰，以及敦和资产等私募大佬的偏好逐一浮出水面。\n具体来看，私募大佬尽管喜好各有不同，但大都偏爱中小市值股票。其中，高毅资产邓晓峰今年二季度加仓了旭升股份、西部矿业；高毅资产冯柳新进买入了西部超导，并坚定持仓海康威视。此外，敦和资产对迪普科技保持了一贯的重仓操作。\n冯柳近10亿大手笔买入西部超导\n上市公司半年报数据显示，高毅邻山1号远望基金新进买入西部超导1500万股，持仓市值9.73亿元。\n公开信息显示，西部超导是国内唯一实现低温超导线材商业化生产的企业，也是国际上唯一的铌钛(NbTi)锭棒及线材全流程生产企业。该公司是我国航空用钛合金棒丝材的主要研发生产基地，生产的高端钛合金主要用于航空领域，包括飞机结构件、紧固件和发动机部件等。\n从半年报数据显示，该公司2021年上半年营业收入12.56亿元，同比增长31.76%；归属于上市公司股东的净利润3.13亿元，同比增长136.36%；实现扣非净利润2.85亿元，同比增长150.76%；基本每股收益0.71元。\n由于公司展现了突出的经营能力，截至7月30日，西部超导二季度以来的上涨幅度达到54.07%。\n另外，冯柳自去年三季度买入海康威视后，维持了重仓操作。据公司半年报显示，冯柳管理的高毅邻山1号远望基金持有海康威视市值达138.68亿元。海康威视在今年上半年显示了突出的经营能力。根据半年报显示，该公司2021年上半年实现营业收入339.02亿元，同比增长39.68%；实现归属于上市公司股东的净利润64.81亿元，同比增长40.17%。由于海康威视业绩持续表现亮眼，截至7月30日，海康威视股价实现了翻倍上涨。\n邓晓峰坚定看好旭升股份、西部矿业\n自今年一季度重仓买入旭升股份后，邓晓峰在二季度继续加仓，至少有4只产品重仓了旭升股份。\n\n公司一季报显示，邓晓峰管理的3只产品同时进入旭升股份前十大流通股股东名单，分别是高毅晓峰2号致信基金、锐进43期高毅晓峰投资信托、晓峰1号睿远证券投资基金，新进买入553.27万股、200.63万股和187.59万股，合计持仓市值达到2.93亿元。\n从二季报来看，邓晓峰继续加仓旭升股份。具体来看，高毅晓峰鸿远集合资金信托计划新进买入244.61万股，位列流通股股东第9位；同时，高毅晓峰2号致信基金、锐进43期高毅晓峰投资信托、晓峰1号睿远证券投资基金继续增仓旭升股份。4只产品合计持仓旭升股份市值4.9亿元。\n据悉，旭升股份的产品主要应用于新能源和传统汽车行业及其他机械制造行业。从半年报显示，受益于新能源汽车的快速发展，公司下游客户订单持续放量，销售规模大幅增长，特斯拉、采埃孚、长城汽车、宁德时代等多个客户订单持续放量。公司业绩上半年保持快速增长，实现营业收入12.11亿元，同比增长82.35%；归属于上市公司股东的净利润2.11亿元，同比增长49.84%；归属于上市公司股东的扣除非经常性损益的净利润1.98亿元，同比增长48.76%。\n与此同时，邓晓峰自去年三季度买入西部矿业后，经过阶段性调仓后，截至二季度末，邓晓峰管理的2只基金仍然持有了西部矿业近10亿元市值。\n\n\n\n具体来看，早在去年三季度末，邓晓峰管理的高毅晓峰2号致信基金、高毅晓峰鸿远集合资金信托计划、晓峰1号睿远证券投资基金就新进西部矿业的前十大流通股股东名单，持仓市值合计达到5.7亿元。\n由于股价遭遇阶段性调仓，邓晓峰在今年一季度进行了减仓操作，高毅晓峰2号致信基金在一季度末持有西部矿业的市值为4.73亿元。\n二季度，邓晓峰再次大幅加仓西部矿业。截至今年二季度末，邓晓峰管理的高毅晓峰2号致信基金持有西部矿业的市值达到5.1亿元，高毅晓峰鸿远集合资金信托计划新进成为西部矿业前十大流通股东名单，持有市值达到4.52亿元。\n半年报显示，西部矿业主要受益于铜价上涨周期，公司铜产品迎来量价齐升。该公司上半年实现营业收入191.19亿元，同比增41.81%；实现净利润14.11亿元，同比增336.41%。\n连续3个季度重仓迪普科技\n再看另一家大型私募机构敦和资产，其已连续三个季度重仓迪普科技。\n从公开信息显示，敦和资产在去年四季度新进买入了迪普科技，在去年底持有迪普科技0.52亿元。经过小幅加仓后，敦和资产在一季度末持有市值达到0.59亿元。\n整体来看，敦和资产坚定看好迪普科技。截至二季度末，敦和资产持有迪普科技位列十大流通股第8位，持有市值达到0.6亿元。\n据悉，基于“应用即网络”技术理念，迪普科技自主开发了高性能硬件架构APP-X等系统，并在此基础上推出了深度业务路由交换网关(DPX)等上百款产品。半年报显示，该公司上半年营业收入约4.33亿元；归属于上市公司股东的净利润盈利约1.05亿元，同比增加23.14%。","news_type":1,"symbols_score_info":{"688122":0.9}},"isVote":1,"tweetType":1,"viewCount":2611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803498328,"gmtCreate":1627454147164,"gmtModify":1703490277578,"author":{"id":"4090139550819220","authorId":"4090139550819220","name":"孙大总","avatar":"https://static.tigerbbs.com/8357281ae394d72bc85b1760b4f2f0ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090139550819220","authorIdStr":"4090139550819220"},"themes":[],"htmlText":"Hao","listText":"Hao","text":"Hao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803498328","repostId":"1122709229","repostType":4,"isVote":1,"tweetType":1,"viewCount":1990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808199405,"gmtCreate":1627562799607,"gmtModify":1703492412079,"author":{"id":"4090139550819220","authorId":"4090139550819220","name":"孙大总","avatar":"https://static.tigerbbs.com/8357281ae394d72bc85b1760b4f2f0ee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090139550819220","authorIdStr":"4090139550819220"},"themes":[],"htmlText":"dhzhh","listText":"dhzhh","text":"dhzhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808199405","repostId":"1135585131","repostType":4,"repost":{"id":"1135585131","kind":"news","pubTimestamp":1627556724,"share":"https://ttm.financial/m/news/1135585131?lang=en_US&edition=fundamental","pubTime":"2021-07-29 19:05","market":"us","language":"zh","title":"FF is listed, Jia Yueting's future has not yet come","url":"https://stock-news.laohu8.com/highlight/detail?id=1135585131","media":"BT财经","summary":"生产、销售、售后服务与保障的链条中，成立7年的法拉第未来还停在起点，它的未来，真的会来吗？\n\n同是欠钱的“老赖”，罗永浩选择直播带货清偿债务，贾跃亭则逃到国外钻研造车。\n北京时间7月22日，由贾跃亭一","content":"<p>In the chain of production, sales, after-sales service and guarantee, Faraday Future, which has been established for 7 years, is still stopped at the starting point. Will its future really come? Luo Yonghao, who is also an \"Lao Lai\" who owes money, chose to bring goods live to pay off debts, while Jia Yueting fled abroad to study and build cars.</p><p>On July 22, Beijing time, Faraday Future, an electric vehicle company founded by Jia Yueting (<a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>, referred to as \"FF\") completed the merger transaction with PSAC, landed on the U.S. stock market, the stock code \"FFIE\", the issue price was US $13.78/ADS, opened at US $16.8, and the total market value reached US $4.5 billion, or RMB 29 billion.</p><p>According to 36kr news, the stock soared nearly 50% during the premarket trading session. After the market opened that night, it rose by more than 22%, and then plunged sharply. It finally closed up 1.45% at $13.98.</p><p>For Jia Yueting, there is bad news behind the good news. The Tianyancha App shows that recently, Jia Yueting has added new execution information, and the total execution target exceeds 4 billion yuan. The execution courts are all Beijing No. 3 Intermediate People's Court. According to statistics, Jia Yueting's cumulative execution has exceeded 9 billion yuan. Can such a huge debt be repaid only by FF listing?</p><p>As the key to Jia Yueting's turnaround, the future of FF determines to a considerable extent whether his promise of \"returning to China next week\" can be fulfilled. So far, FF has not yet achieved mass production, and the prospectus shows that it is still losing money. In the chain of production, sales, after-sales service and guarantee, Faraday Future, which has been established for 7 years, is still stopped at the starting point. Will its future really come?</p><p><b>Crazy in burning money</b></p><p>In the capital market, the most objective and fair thing is money, and the most ruthless and ruthless thing is money. FF's ability to raise funds and go public shows investors' expectations and recognition of its development prospects, and the sharp drop or even once broken stock price confirms the wait-and-see mentality and doubts that investors have at the same time.</p><p>This ambivalence is actually not difficult to understand. According to the FF prospectus, since its establishment in 2014, FF has always suffered operating losses, with a net loss of US $142 million in 2019, which expanded to US $147 million in 2020. As of December 31, 2020, FF had a cumulative loss of US $2.39 billion. The explanation given by the company is that the epidemic has affected the ability to raise funds. Behind this is also the revenue dilemma that FF cannot generate blood by itself and cannot rely on existing resources to generate profits.</p><p>In addition, the cash flow generated by FF's operating activities is also negative. As of December 31, 2019 and December 31, 2020, FF's working capital deficits were US $688 million and US $835 million, respectively. Documents disclosed by PSAC show that at the end of 2020, FF's cash was only US $1.124 million.</p><p><img src=\"https://static.tigerbbs.com/2a46730d29925a8d22e5bfce8bcea070\" tg-width=\"996\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p>Although Jia Yueting's joy was beyond words when Faraday Future faced the media after its listing, saying that funds are the only obstacle to mass production, and the successful listing to solve this matter gave him enough confidence, but whether the US $1 billion gained from the listing is really enough to \"burn\" out of the brand barrier, BT Finance believes that there is still a question mark.</p><p>Compared with FF, the new car-making force \"Wei Xiaoli\" is one step ahead, and major Internet companies are also joining in. At the critical moment when the opponents are busy racing for land, the slow rhythm of half a beat may be wrong step by step to wipe out the entire era. In the early stage of business development, the capital market was able to accept temporary losses, but after FF91 was released in January 2017, it experienced many jumps and repeatedly delayed the mass production schedule. FF's lack of products is the biggest source of problems, which will further expand Jia Yueting's crisis of trust.</p><p>In terms of listing methods, FF chose to compare different SPAC methods, that is, special purpose acquisition companies, to create shells and go public in the form of \"indirect injection\". This method is mainly aimed at innovative companies with shortage of funds and strong plasticity. It aims at the income from listing, which has the advantages of saving time and money. From this perspective, FF may not have to pay attention to the stock price for the time being, and it is more necessary to use sufficient cash flow to conduct business, which is consistent with what Jia Yueting said.</p><p>However, some media have questioned that SPAC listing is a beautified \"gambling on the future\". Most investors in the secondary market choose to hold stocks for a short time, and companies quickly sell them without giving real products and profit models. The capital market has limited time, and most of them don't trust Jia Yueting. FF Global CEO Breitfeld said in an interview that FF91 is positioned in the top luxury car market, which means that high-net-worth individuals are likely to be both their shareholders and their consumers. How long can these people wait, and how long can capital wait, the answer is unknown.</p><p><b>Melee new energy vehicles</b></p><p>In 2014, Jia Yueting founded FF and proposed to build cars, which can be called the first wave of people who want to eat crabs in the new energy car manufacturing trend. The companies that joined in the same period include those established in 2014<a href=\"https://laohu8.com/S/NIO\">Nio</a>, XPeng, established in 2015<a href=\"https://laohu8.com/S/LI\">Li Auto</a>。</p><p>In 2017, Jia Yueting attended the FF91 press conference and praised FF91 as \"very cool\", \"cannot be classified as any current model\" and \"reconstructing the core value of the car\". People at that time may not have thought that the mass production of FF91 is in the foreseeable future, but new energy vehicle manufacturing will faintly become a new trend a few years later. Xiaomi, Evergrande,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Waiting for the players to end one by one, the track includes top companies in various industries such as real estate, Internet, mobile phones, batteries, and home appliances, and began to deploy new energy vehicles regardless of background.</p><p>New energy vehicles are indeed worth looking forward to. The Yiou think tank report shows that in June 2021, China<a href=\"https://laohu8.com/S/600617\">National New Energy</a>Car sales were 256,000 units, a record high, a year-on-year increase of 139.3%. Therefore, Yiou think tank predicts that China's new energy vehicle market will usher in a big explosion in 2021, and sales will reach 11.376 million units in 2025.</p><p>SPDB International Research also pointed out in the research report that the next 15 years of the new energy vehicle industry will be a golden development stage, and it is expected to be close to<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The scale of mobile phones, the market size of the new energy vehicle industry will be twice that of smartphones in 10 years. In terms of sales growth rate, SPDB International believes that the compound growth rate of new energy vehicle sales can reach 40% from 2020 to 2025. The four forces of new car manufacturing forces, smartphones, Internet giants and traditional car companies are all expected to contribute and share market dividends..</p><p>IDG Asia (International Data<a href=\"https://laohu8.com/S/5CR.SI\">Asian Group</a>) President Zhu Dongfang once said when predicting the future of smart cars: \"The technology of the entire ecological power battery is developing very fast and mature. The rapid development of technology is very helpful to the entire ecology of smart cars.\"</p><p>Of course, benefits and risks often coexist at the same time, and the industry has a good momentum, which does not mean that all participants can get a piece of the pie. Some companies in the track caught in the melee have long been questioned about \"PPT car manufacturing\", leading companies<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It has also been pushed to the forefront due to security issues. The shortcomings of the new energy industry still exist, and latecomers need to be more cautious.</p><p>Problems such as high cost and shrinking low-temperature battery life need to be solved. If FF wants to break out of the encirclement, core competitiveness and unique profit points are indispensable. Creating higher value in limited innovation is undoubtedly the pursuit of all technology companies, and the premise of all this is to achieve mass production. Delivering FF91 on schedule is the only prerequisite for changing the status quo of FF.</p><p>According to Jia Yueting's promise, FF91 has a very high probability of reaching mass production on time and with high quality after 12 months, and then advancing the production of FF81 and FF71. In an exclusive interview with China Business News, Breitfeld also said that in 30 months, the Korean factory will start production of the second model, the more affordable FF81.</p><p>In other words, FF81, which is mainly targeted at the domestic market in FF's plan, will be mass-produced and launched by the end of 2023. Compared with the new domestic car-making force \"Wei Xiaoli\", all three companies achieved new monthly sales highs in June. Nio, XPeng, and Ideal delivered 20,060 vehicles, 12,579 vehicles, and 13,340 vehicles in the first quarter of 2021 respectively. Time waits for no man. Now that I attack the enemy, I have to keep catching up in this long-distance race behind FF.</p><p><b>Although \"fine wine\" is good, you can't drink it greedy</b></p><p>Smart electric vehicles involve design, engineering, manufacturing, sales and service. They are undoubtedly capital-intensive businesses. Besides marketing and storytelling, business level is the core.</p><p>In addition to the mysterious future, the problem of FF also has the much-criticized research and development expenses.</p><p>Although according to Breitfeld, FF currently has 880 global patents, of which 550 core electric vehicle technologies have been authorized, and it is currently the only company that can compete with Tesla in technology. However, judging from the FF prospectus, its research and development expenses in 2020 will only be US $20.186 million, equivalent to about 130 million yuan, a year-on-year decrease of 28.6%. During the same period, the R&D expenses of Nio, XPeng, and Ideal were 2.49 billion yuan, 1.73 billion yuan, and 1.10 billion yuan respectively.</p><p><img src=\"https://static.tigerbbs.com/5060e42af686c63452d3a1e6a903314b\" tg-width=\"802\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p><p>Breitfeld told the media: \"It is expected that FF can occupy 3% of the market share in the luxury car market, and the corresponding sales volume is 2,400 units. This is not a difficult goal to achieve. As the production scale continues to expand, the sales volume of FF 91 will reach 40,000 units in the next two years, and the sales volume will be 270,000 units within five years.\"</p><p>However, combing the product information will reveal that compared with the price of Tesla models, the overall price of FF series cars is on the high side. Some industry analysts believe that Tesla's sales exploded in the very cost-effective Model 3, especially Tesla's 2021 The latest second quarterly report shows that the delivery volume of Model 3 and Model Y in the second quarter has reached 199,000 units, far behind competitors. Under the general trend of rational consumption, affordable models are more conducive to enterprises' exploration of wasteland.</p><p><img src=\"https://static.tigerbbs.com/31d62bd499c6159590a2394a1be82558\" tg-width=\"821\" tg-height=\"255\" referrerpolicy=\"no-referrer\"></p><p>Regarding the question of whether Jia Yueting is expected to return to China, the result is not optimistic.</p><p>After sorting out the prospectus, it was found that the equity distribution ratio of FF had been adjusted. After the backdoor transaction was completed, the equity structure was changed to the original FF shareholders holding 51.1%, the basic investors holding 23%, the original creditors holding 17.2%, and the original shell company PSAC shareholders hold 6.8% of the shares.</p><p>It can be seen that there is still a certain distance between FF's listing and Jia Yueting's debt payment. Referring to the remaining debt of US $5 billion estimated by analysts, Jia Yueting needs the market value of FF to reach about US $30 billion to fully pay off the debt. The slogan of \"returning to China next week\" will not be considered empty talk until then.</p><p>The fourth factor of production in economics is entrepreneurial talent, which is reflected in the ability to reasonably strive for resources and give full play to efficiency. Jia Yueting, who is often ridiculed for PPT car manufacturing, does not lack this item. Performing an image worthy of entrustment and setting up a personable personality make creditors believe that a person who has broken his promise can make a comeback. Jia Yueting is already in place in terms of personality charm, and the next thing to look at is execution.</p><p>Storytelling may be a good means, but it will definitely not be the only way to achieve long-term development. Good enough products, continuous ambition, and matching team and individual abilities are indispensable both within and outside the team.</p><p>Mass production is just the beginning. Building sales channels, robbing users' minds, and gaining market trust all require continuous expenditure. The first step of the Long March will be taken, and Boss Jia's difficulties are as clear as his future.</p>","source":"lsy1588993976395","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>FF is listed, Jia Yueting's future has not yet come</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\">\nFF is listed, Jia Yueting's future has not yet come\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">BT财经</strong><span class=\"h-time small\">2021-07-29 19:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the chain of production, sales, after-sales service and guarantee, Faraday Future, which has been established for 7 years, is still stopped at the starting point. Will its future really come? Luo Yonghao, who is also an \"Lao Lai\" who owes money, chose to bring goods live to pay off debts, while Jia Yueting fled abroad to study and build cars.</p><p>On July 22, Beijing time, Faraday Future, an electric vehicle company founded by Jia Yueting (<a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>, referred to as \"FF\") completed the merger transaction with PSAC, landed on the U.S. stock market, the stock code \"FFIE\", the issue price was US $13.78/ADS, opened at US $16.8, and the total market value reached US $4.5 billion, or RMB 29 billion.</p><p>According to 36kr news, the stock soared nearly 50% during the premarket trading session. After the market opened that night, it rose by more than 22%, and then plunged sharply. It finally closed up 1.45% at $13.98.</p><p>For Jia Yueting, there is bad news behind the good news. The Tianyancha App shows that recently, Jia Yueting has added new execution information, and the total execution target exceeds 4 billion yuan. The execution courts are all Beijing No. 3 Intermediate People's Court. According to statistics, Jia Yueting's cumulative execution has exceeded 9 billion yuan. Can such a huge debt be repaid only by FF listing?</p><p>As the key to Jia Yueting's turnaround, the future of FF determines to a considerable extent whether his promise of \"returning to China next week\" can be fulfilled. So far, FF has not yet achieved mass production, and the prospectus shows that it is still losing money. In the chain of production, sales, after-sales service and guarantee, Faraday Future, which has been established for 7 years, is still stopped at the starting point. Will its future really come?</p><p><b>Crazy in burning money</b></p><p>In the capital market, the most objective and fair thing is money, and the most ruthless and ruthless thing is money. FF's ability to raise funds and go public shows investors' expectations and recognition of its development prospects, and the sharp drop or even once broken stock price confirms the wait-and-see mentality and doubts that investors have at the same time.</p><p>This ambivalence is actually not difficult to understand. According to the FF prospectus, since its establishment in 2014, FF has always suffered operating losses, with a net loss of US $142 million in 2019, which expanded to US $147 million in 2020. As of December 31, 2020, FF had a cumulative loss of US $2.39 billion. The explanation given by the company is that the epidemic has affected the ability to raise funds. Behind this is also the revenue dilemma that FF cannot generate blood by itself and cannot rely on existing resources to generate profits.</p><p>In addition, the cash flow generated by FF's operating activities is also negative. As of December 31, 2019 and December 31, 2020, FF's working capital deficits were US $688 million and US $835 million, respectively. Documents disclosed by PSAC show that at the end of 2020, FF's cash was only US $1.124 million.</p><p><img src=\"https://static.tigerbbs.com/2a46730d29925a8d22e5bfce8bcea070\" tg-width=\"996\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p>Although Jia Yueting's joy was beyond words when Faraday Future faced the media after its listing, saying that funds are the only obstacle to mass production, and the successful listing to solve this matter gave him enough confidence, but whether the US $1 billion gained from the listing is really enough to \"burn\" out of the brand barrier, BT Finance believes that there is still a question mark.</p><p>Compared with FF, the new car-making force \"Wei Xiaoli\" is one step ahead, and major Internet companies are also joining in. At the critical moment when the opponents are busy racing for land, the slow rhythm of half a beat may be wrong step by step to wipe out the entire era. In the early stage of business development, the capital market was able to accept temporary losses, but after FF91 was released in January 2017, it experienced many jumps and repeatedly delayed the mass production schedule. FF's lack of products is the biggest source of problems, which will further expand Jia Yueting's crisis of trust.</p><p>In terms of listing methods, FF chose to compare different SPAC methods, that is, special purpose acquisition companies, to create shells and go public in the form of \"indirect injection\". This method is mainly aimed at innovative companies with shortage of funds and strong plasticity. It aims at the income from listing, which has the advantages of saving time and money. From this perspective, FF may not have to pay attention to the stock price for the time being, and it is more necessary to use sufficient cash flow to conduct business, which is consistent with what Jia Yueting said.</p><p>However, some media have questioned that SPAC listing is a beautified \"gambling on the future\". Most investors in the secondary market choose to hold stocks for a short time, and companies quickly sell them without giving real products and profit models. The capital market has limited time, and most of them don't trust Jia Yueting. FF Global CEO Breitfeld said in an interview that FF91 is positioned in the top luxury car market, which means that high-net-worth individuals are likely to be both their shareholders and their consumers. How long can these people wait, and how long can capital wait, the answer is unknown.</p><p><b>Melee new energy vehicles</b></p><p>In 2014, Jia Yueting founded FF and proposed to build cars, which can be called the first wave of people who want to eat crabs in the new energy car manufacturing trend. The companies that joined in the same period include those established in 2014<a href=\"https://laohu8.com/S/NIO\">Nio</a>, XPeng, established in 2015<a href=\"https://laohu8.com/S/LI\">Li Auto</a>。</p><p>In 2017, Jia Yueting attended the FF91 press conference and praised FF91 as \"very cool\", \"cannot be classified as any current model\" and \"reconstructing the core value of the car\". People at that time may not have thought that the mass production of FF91 is in the foreseeable future, but new energy vehicle manufacturing will faintly become a new trend a few years later. Xiaomi, Evergrande,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Waiting for the players to end one by one, the track includes top companies in various industries such as real estate, Internet, mobile phones, batteries, and home appliances, and began to deploy new energy vehicles regardless of background.</p><p>New energy vehicles are indeed worth looking forward to. The Yiou think tank report shows that in June 2021, China<a href=\"https://laohu8.com/S/600617\">National New Energy</a>Car sales were 256,000 units, a record high, a year-on-year increase of 139.3%. Therefore, Yiou think tank predicts that China's new energy vehicle market will usher in a big explosion in 2021, and sales will reach 11.376 million units in 2025.</p><p>SPDB International Research also pointed out in the research report that the next 15 years of the new energy vehicle industry will be a golden development stage, and it is expected to be close to<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The scale of mobile phones, the market size of the new energy vehicle industry will be twice that of smartphones in 10 years. In terms of sales growth rate, SPDB International believes that the compound growth rate of new energy vehicle sales can reach 40% from 2020 to 2025. The four forces of new car manufacturing forces, smartphones, Internet giants and traditional car companies are all expected to contribute and share market dividends..</p><p>IDG Asia (International Data<a href=\"https://laohu8.com/S/5CR.SI\">Asian Group</a>) President Zhu Dongfang once said when predicting the future of smart cars: \"The technology of the entire ecological power battery is developing very fast and mature. The rapid development of technology is very helpful to the entire ecology of smart cars.\"</p><p>Of course, benefits and risks often coexist at the same time, and the industry has a good momentum, which does not mean that all participants can get a piece of the pie. Some companies in the track caught in the melee have long been questioned about \"PPT car manufacturing\", leading companies<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It has also been pushed to the forefront due to security issues. The shortcomings of the new energy industry still exist, and latecomers need to be more cautious.</p><p>Problems such as high cost and shrinking low-temperature battery life need to be solved. If FF wants to break out of the encirclement, core competitiveness and unique profit points are indispensable. Creating higher value in limited innovation is undoubtedly the pursuit of all technology companies, and the premise of all this is to achieve mass production. Delivering FF91 on schedule is the only prerequisite for changing the status quo of FF.</p><p>According to Jia Yueting's promise, FF91 has a very high probability of reaching mass production on time and with high quality after 12 months, and then advancing the production of FF81 and FF71. In an exclusive interview with China Business News, Breitfeld also said that in 30 months, the Korean factory will start production of the second model, the more affordable FF81.</p><p>In other words, FF81, which is mainly targeted at the domestic market in FF's plan, will be mass-produced and launched by the end of 2023. Compared with the new domestic car-making force \"Wei Xiaoli\", all three companies achieved new monthly sales highs in June. Nio, XPeng, and Ideal delivered 20,060 vehicles, 12,579 vehicles, and 13,340 vehicles in the first quarter of 2021 respectively. Time waits for no man. Now that I attack the enemy, I have to keep catching up in this long-distance race behind FF.</p><p><b>Although \"fine wine\" is good, you can't drink it greedy</b></p><p>Smart electric vehicles involve design, engineering, manufacturing, sales and service. They are undoubtedly capital-intensive businesses. Besides marketing and storytelling, business level is the core.</p><p>In addition to the mysterious future, the problem of FF also has the much-criticized research and development expenses.</p><p>Although according to Breitfeld, FF currently has 880 global patents, of which 550 core electric vehicle technologies have been authorized, and it is currently the only company that can compete with Tesla in technology. However, judging from the FF prospectus, its research and development expenses in 2020 will only be US $20.186 million, equivalent to about 130 million yuan, a year-on-year decrease of 28.6%. During the same period, the R&D expenses of Nio, XPeng, and Ideal were 2.49 billion yuan, 1.73 billion yuan, and 1.10 billion yuan respectively.</p><p><img src=\"https://static.tigerbbs.com/5060e42af686c63452d3a1e6a903314b\" tg-width=\"802\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p><p>Breitfeld told the media: \"It is expected that FF can occupy 3% of the market share in the luxury car market, and the corresponding sales volume is 2,400 units. This is not a difficult goal to achieve. As the production scale continues to expand, the sales volume of FF 91 will reach 40,000 units in the next two years, and the sales volume will be 270,000 units within five years.\"</p><p>However, combing the product information will reveal that compared with the price of Tesla models, the overall price of FF series cars is on the high side. Some industry analysts believe that Tesla's sales exploded in the very cost-effective Model 3, especially Tesla's 2021 The latest second quarterly report shows that the delivery volume of Model 3 and Model Y in the second quarter has reached 199,000 units, far behind competitors. Under the general trend of rational consumption, affordable models are more conducive to enterprises' exploration of wasteland.</p><p><img src=\"https://static.tigerbbs.com/31d62bd499c6159590a2394a1be82558\" tg-width=\"821\" tg-height=\"255\" referrerpolicy=\"no-referrer\"></p><p>Regarding the question of whether Jia Yueting is expected to return to China, the result is not optimistic.</p><p>After sorting out the prospectus, it was found that the equity distribution ratio of FF had been adjusted. After the backdoor transaction was completed, the equity structure was changed to the original FF shareholders holding 51.1%, the basic investors holding 23%, the original creditors holding 17.2%, and the original shell company PSAC shareholders hold 6.8% of the shares.</p><p>It can be seen that there is still a certain distance between FF's listing and Jia Yueting's debt payment. Referring to the remaining debt of US $5 billion estimated by analysts, Jia Yueting needs the market value of FF to reach about US $30 billion to fully pay off the debt. The slogan of \"returning to China next week\" will not be considered empty talk until then.</p><p>The fourth factor of production in economics is entrepreneurial talent, which is reflected in the ability to reasonably strive for resources and give full play to efficiency. Jia Yueting, who is often ridiculed for PPT car manufacturing, does not lack this item. Performing an image worthy of entrustment and setting up a personable personality make creditors believe that a person who has broken his promise can make a comeback. Jia Yueting is already in place in terms of personality charm, and the next thing to look at is execution.</p><p>Storytelling may be a good means, but it will definitely not be the only way to achieve long-term development. Good enough products, continuous ambition, and matching team and individual abilities are indispensable both within and outside the team.</p><p>Mass production is just the beginning. Building sales channels, robbing users' minds, and gaining market trust all require continuous expenditure. The first step of the Long March will be taken, and Boss Jia's difficulties are as clear as his future.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/dT9CVwWdbvrP8PbQjjC2mg\">BT财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df09c79c9e6073c0ec3cd02034b49ab5","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/dT9CVwWdbvrP8PbQjjC2mg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135585131","content_text":"生产、销售、售后服务与保障的链条中，成立7年的法拉第未来还停在起点，它的未来，真的会来吗？\n\n同是欠钱的“老赖”，罗永浩选择直播带货清偿债务，贾跃亭则逃到国外钻研造车。\n北京时间7月22日，由贾跃亭一手创立的电动车企法拉第未来（Faraday Future，简称“FF”）完成与PSAC的合并交易，登陆美股，股票代码“FFIE”，发行价为13.78美元/ADS，开盘报16.8美元，总市值达45亿美元，合人民币290亿元。\n据36kr消息，盘前交易时段该股票一度暴涨近50%。当晚开盘后涨超22%，随后大幅跳水。最终收涨1.45%，报收13.98美元。\n对贾跃亭来说好消息后面还有坏消息，天眼查App显示，近日贾跃亭新增数则被执行信息，被执行总标的超40亿元，执行法院均为北京市第三中级人民法院。根据统计，目前贾跃亭累计被执行总额已超90亿元，如此巨大的债务仅靠FF上市能债还吗？\n作为贾跃亭翻身仗的关键，FF未来如何，相当程度上决定了他“下周回国”的诺言能否兑现。迄今为止，FF尚未实现量产，招股书显示目前仍在亏损，生产、销售、售后服务与保障的链条中，成立7年的法拉第未来还停在起点，它的未来，真的会来吗？\n在烧钱中疯狂\n资本市场上，最客观最公正的东西是钱，最无情最冷酷的也是钱。FF能够融资上市，说明了投资人对其发展前景的期许和认可，而大幅下降甚至一度破发的股价，又印证了投资人同时抱有的观望心态与疑虑。\n这种矛盾心理其实不难理解。根据FF招股书，自2014年成立以来，FF始终蒙受经营亏损，2019年净亏损1.42亿美元，2020年扩大到1.47亿美元，截至2020年12月31日，FF累计亏损23.9亿美元。公司给出的解释是疫情流行影响了筹资能力，这背后也隐藏着FF无法自身造血，无法依赖现有资源产生盈利的营收困境。\n此外，FF经营活动中产生的现金流同样为负，截至2019年12月31日和2020年12月31日，FF的营运资金赤字分别为6.88亿美元和8.35亿美元，PSAC披露的文件显示2020年底，FF的现金只有112.4万美元。\n\n尽管法拉第未来上市后面对媒体时贾跃亭喜悦之心溢于言表，表示资金是量产的唯一障碍，顺利上市解决此事给足了自己信心，但上市换来的10亿美元是否真的足够“烧”出品牌壁垒，BT财经认为还需留个问号。\n相比FF，造车新势力“蔚小理”先行一步，互联网大厂也在加入，对手忙于跑马圈地的紧要关头，慢半拍的节奏或许会步步错至擦身整个时代。业务发展早期，资本市场能够接受暂时亏损，但FF91在2017年1月发布之后经历多次跳票，一再延迟量产时间表，FF没有产品才是最大的问题来源，也将进一步扩大贾跃亭的信任危机。\n上市方式方面，FF选择了比较不同的SPAC方式，即特殊目的收购公司，以“间接注入”的形式造壳上市。这种方式主要面向资金短缺、可塑性强的创新型公司，瞄定的是上市融来的收入，有节省时间、节约资金等优势。从这个角度看，FF或许暂时不必关注股价，用充足的现金流开展业务才更为必要，这与贾跃亭所说对得上号。\n不过也有媒体提出质疑，SPAC上市是美化后的“赌未来”，二级市场投资人多数选择短期持有股票，企业给不出实质产品和盈利模式就迅速脱手。资本市场时间有限，对贾跃亭多半也欠奉信任，FF全球CEO毕福康接受采访时表示FF91定位顶级豪车市场，这意味着高净值人群很可能既是他们的股东，又是他们的消费者，这些人能等多久，资本又能等多久，答案不得而知。\n混战新能源汽车\n2014年，贾跃亭创立FF提出造车，可以称为新能源造车风潮第一波想吃螃蟹的人，同期加入的企业还有2014年成立的蔚来、小鹏，2015年成立的理想汽车。\n2017年，贾跃亭出席FF91发布会，盛赞FF91“非常酷”、“不能归类于当下的任何车型”、“重构了汽车的核心价值”。那时的人们或许不会想到，FF91的量产遥遥无期，新能源造车却在数年后隐隐成为新的风口。小米、恒大、百度等玩家逐个下场，赛道中囊括房地产、互联网、手机、电池、家电各个行业的顶尖企业，不分背景地开始布局新能源汽车。\n新能源汽车确实值得看好。亿欧智库报告显示，2021年6月，中国新能源汽车销量为25.6万辆，创历史新高，同比增长139.3%，亿欧智库由此预计2021年中国新能源汽车市场将迎来大爆发，2025年销量将到达1137.6万辆。\n浦银国际研究也在研报中指出，新能源汽车行业的未来15年是黄金发展阶段，5年内有望接近智能手机规模，10年后新能源汽车行业市场规模将两倍于智能手机。销量增长率方面，浦银国际认为2020年到2025年新能源汽车销量复合增长率能够达到40%，造车新势力、智能手机、互联网巨头和传统车企四股势力都有望贡献力量、分享市场红利。\nIDG亚洲（国际数据亚洲集团）总裁朱东方预测智能汽车未来时曾表示：“整个生态动力电池的技术发展非常快和非常成熟，技术迅速的发展，对整个智能汽车的生态非常有帮助。”\n当然，收益与风险往往同期并存，行业势头良好，不代表参与者都能分一杯羹。陷入混战的赛道中一些企业长期被质疑“PPT造车”，龙头企业特斯拉也因安全问题被推至风口浪尖，新能源产业短板犹在，后来者更需谨慎。\n成本高额、低温续航缩水等问题有待解决，FF想杀出重围，核心竞争力和独特赢利点缺一不可。有限的创新里创造更高的价值无疑是所有科技企业的追求，而这一切的前提是实现量产，如期交付FF91是改变FF现状的唯一前提。\n按照贾跃亭的承诺，FF91有极高概率在12个月后准时、高质地达成量产，随后推进FF81、FF71生产。毕福康接受第一财经专访时也表示，30个月后，韩国工厂将会开工生产第二款车型、价格更为亲民的FF81。\n也就是说，FF计划中主要面向国内市场的FF81会在2023年底实现量产上市。对比国内的造车新势力“蔚小理”，三家均在6月实现单月销量新高，蔚来、小鹏、理想的2021年第一季度交付量分别为20060辆、12579辆、13340辆。时间不等人，我进敌亦攻的现在，FF落后的这段长途赛跑还得持续追赶。\n“美酒”虽好，不能贪杯\n智能电动汽车涉及设计、工程、制造、销售和服务等环节，属于毫无疑问的资本密集型业务，营销造势讲故事之外，业务水平才是核心。\nFF的难题除了成迷的未来，还有备受诟病的研发费用。\n尽管根据毕福康介绍，FF截至目前拥有880项全球专利，其中550项核心电动车技术已获得了授权，是目前唯一可以与特斯拉比拼技术的企业。但从FF招股书来看，2020年其研发费用仅为2018.6万美元，折合人民币约1.3亿元，同比下降28.6%。同期蔚来、小鹏、理想的研发费用分别为24.9亿、17.3亿、11.0亿人民币。\n\n毕福康对媒体表示：“预期FF可在豪车市场占据3%的市场份额，对应销量就是2400台，这并非是一个很难达成的目标。随着生产规模不断扩大，未来两年FF 91的销量将达4万台，五年内实现27万台的销量。”\n不过梳理产品信息会发现，相较特斯拉车型的价格，FF系汽车价位整体偏高，有行业分析师认为，特斯拉销量爆发于极具性价比的Model 3，特别是特斯拉2021年最新的二季报显示，Model 3和Model Y两款车二季度交付量已经达到19.9万辆，远远把竞争对手抛在身后。理性消费大势之下，平价车型更有利于企业开荒拓野。\n\n关于贾跃亭是否回国有望的问题，结果也不尽乐观。\n经过整理招股书后发现FF股权分配比例有所调整，借壳交易完成后股权结构变更为原FF股东持有51.1%，基础投资者持股23%，原债权人转股持有17.2%，原壳公司PSAC股东持股6.8%。\n由此可见，FF上市和贾跃亭还清债务中间还存在一定距离。参照分析人士预估的50亿美元剩余债务，贾跃亭完全清偿债务需要FF市值达到300亿美元左右，“下周回国”的口号，也得等到那时才不算空口无凭。\n经济学中的第四生产要素是企业家才能，体现为合理争取资源、充分发挥效率的能力，常被调侃PPT造车的贾跃亭并不缺少这一项。演出值得托付的形象、树立风度翩翩的人设，让债主相信一个食言过的人能够东山再起，贾跃亭在人格魅力方面已经就位，接下来要看的是执行力。\n讲故事可能是好手段，但绝对不会是长远发展的唯一途径，足够好的产品、不断进取的野心、与之相配的团队和个人能力不管队内还是对外都缺一不可。\n量产只是开端，搭建销售渠道、抢夺用户心智、博取市场信任都需要不断支出，长征第一步将踏出，贾老板的困难和前途一样明朗。","news_type":1,"symbols_score_info":{"PSAC":0.9,"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":2233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}