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rocat
rocat
·
2021-06-29
Gg
高盛:如果通胀持续上行会发生什么?
目前标普500指数已处于历史新高,仅比高盛4300点的全年目标点位低1%。 但高盛首席股票策略师David Kostin警告称,4300的指数预期是建立在“通胀将减少,收益率会上升,拜登部分税改计划将
高盛:如果通胀持续上行会发生什么?
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rocat
rocat
·
2021-06-28
Oh no
Is Another Housing Bubble Building?
The price of housing has dominated financial news recently. For renters, the price of an average apa
Is Another Housing Bubble Building?
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rocat
rocat
·
2021-06-27
Cool
非常抱歉,此主贴已删除
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rocat
rocat
·
2021-06-25
Ok
非常抱歉,此主贴已删除
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rocat
rocat
·
2021-06-23
..
非常抱歉,此主贴已删除
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rocat
rocat
·
2021-06-22
Wah
国产“网红”电动汽车,廉价背后的秘密
国产廉价电动车,重出江湖。
国产“网红”电动汽车,廉价背后的秘密
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rocat
rocat
·
2021-06-22
.
火花思维提交在美IPO申请,一季度营收增长202.7%
据美国证券交易委员会文件:火花思维教育科技公司提交在美IPO申请,拟筹资达1亿美元,寻求在纳斯达克上市,股票代码为SPRK。 招股书显示,火花思维2019年营收为1.95亿元,2020年营收为11.7
火花思维提交在美IPO申请,一季度营收增长202.7%
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rocat
rocat
·
2021-06-21
Ok//
@SIONGBENG
: Good
3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%
Meme stocks have been all the rage so far this year. That's understandable, with several of them del
3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%
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rocat
rocat
·
2021-06-21
Hi
Dow falls more than 500 points to close out its worst week since October
Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since Octob
Dow falls more than 500 points to close out its worst week since October
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rocat
rocat
·
2021-06-17
Hi
Musk-Touted CureVac Loses 49% of Value After Vaccine Setback
Company plunges After Covid Shot Falls Short With 47% Efficacy Effectiveness is far below that seen
Musk-Touted CureVac Loses 49% of Value After Vaccine Setback
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Kostin警告称,4300的指数预期是建立在“通胀将减少,收益率会上升,拜登部分税改计划将通过成为法律”的宏观假设基础上的,如果上述假设出现变化,美股可能存在波动及回调风险。</p>\n<p>如果通胀持续上行会发生什么?</p>\n<p>目前高盛的基础假设是,通货膨胀飙升会是暂时的。随着未来3-6个月内临时补充的失业救济到期,劳动力供应将在年底前大幅反弹,薪资压力将得到缓解,美国核心CPI明年将从目前的3.8%下降到2.3%。</p>\n<p>但Kostin警告称,美国通胀的超预期上行将对公司估值及利润率造成重大影响。如果企业未能将价格提高到足以抵消通胀的程度,包括工资在内投入成本不断上升可能会对利润率构成压力。</p>\n<p>基于高盛的自上向下的模型,<b>美国核心CPI通胀每超出预测值1%,标普500指数成分股企业营收也将增长大约1个百分点,但净利润率会下滑10个基点左右。</b>而在通胀温和变化的情况下,标准普尔500指数的每股收益相对于高盛的平均预测将保持不变。</p>\n<p>通胀的持续上行也将对公司估值构成“重大的不利影响”。</p>\n<p>Kostin表示,<b>通胀的持续上升可能导致美联储采取比目前预期更多的紧缩措施,提前加息并拉低股票估值。</b></p>\n<p>目前高盛预计美联储将在12月宣布将在2022年初开始缩减购债规模,并在2023年下半年开始加息。</p>\n<p>从历史角度,美国股市在低通胀的市场环境下通常表现较好。自1960年以来,标准普尔500指数在低通胀时期的年均实际回报率中值为15%,而在高通胀时期仅为9%。而在高通胀时期,股票在通胀下降(15%)的情况下比在通胀上升(2%)的情况下表现更好。</p>\n<p>在细分板块上,<b>高盛认为高通胀将提振具有较高定价权的股票的相对表现。医疗保健、能源、房地产和消费品等板块将跑赢大盘。</b></p>\n<p><img src=\"https://static.tigerbbs.com/3a7e6661f82b9216df345728b0372948\" tg-width=\"640\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p>\n<p>如果利率下降或上升超过市场预期会发生什么?</p>\n<p>目前高盛给予标普500指数的基准目标位定为4300,其假设条件是,10年期美债收益率到2021年底将升至1.9%,且美股市盈率将稳定在22x左右。</p>\n<p>高盛预计今年美国名义国债收益率的上升将主要受实际利率的推动,部分受全球债券收益率上升的推动;而股票风险溢价(ERP)将在今年下半年下降,抵消利率上升对股票估值的部分影响,并使市盈率在年底前大致持平。</p>\n<p>但高盛表示,如果美债利率因经济增长疲软而未能上升,那么企业的盈利也将下降。这意味着,尽管收益率下降,标准普尔500指数也会下降。</p>\n<p>在另一种情况下,在其他情况不变的情况下,如果利率上涨超出高盛的预期,到年底攀升至2.5%,标普500指数的基础点位将下降至3550,较目前点位有17%的下跌空间。</p>\n<p><img src=\"https://static.tigerbbs.com/0a18e76ae1ffa3f08ed14d09a8202109\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p>\n<p>如果拜登税改失败会发生什么?</p>\n<p>在拜登税改方面,目前高盛基本假设认为,拜登的全部税收提案的部分内容将在年底前成为法律,并于2022年生效,这将使标普500指数的EPS较现行税法下的预测下降5%。而在当前税收政策下,预计标普500指数2022年的每股收益将达到212美元,增幅为10%。</p>\n<p><img src=\"https://static.tigerbbs.com/08c9d54e29e6f312c60991cd3c4ebb65\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p>\n<p>在税改细节方面,高盛预计,联邦法定企业税率将从21%上调至25%,而不是拜登提议的28%。拟议的海外所得税上调计划中大约有一半将成为法律,高收入个人的资本利得税税率将提高到28%。</p>\n<p>基于这些假设,<b>高盛预计标普500指数2022年的EPS将达到202美元(比2021年增长5%),而在当前税收政策下,预计2022年的EPS将达到212美元,增幅为10%。</b></p>\n<p>根据高盛对2021年底市盈率22.3倍的基本预测,<b>如果出现“无税制改革”的情况,该行对2022年标普500指数EPS的预期将提高5%,支持4500点的目标位。</b></p>\n<p>Kostin同时表示,如果企业所得税和资本利得税没有提高,成长型股票通常受到提振。在资本利得税方面,如果今年晚些时候增税政策落地,科技类股等成长型股票遭受抛售的潜在风险最大。</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>高盛:如果通胀持续上行会发生什么?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛:如果通胀持续上行会发生什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 23:34 北京时间 <a href=https://wallstreetcn.com/articles/3634039><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>目前标普500指数已处于历史新高,仅比高盛4300点的全年目标点位低1%。\n但高盛首席股票策略师David Kostin警告称,4300的指数预期是建立在“通胀将减少,收益率会上升,拜登部分税改计划将通过成为法律”的宏观假设基础上的,如果上述假设出现变化,美股可能存在波动及回调风险。\n如果通胀持续上行会发生什么?\n目前高盛的基础假设是,通货膨胀飙升会是暂时的。随着未来3-6个月内临时补充的失业救济...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634039\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3634039","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1144270623","content_text":"目前标普500指数已处于历史新高,仅比高盛4300点的全年目标点位低1%。\n但高盛首席股票策略师David Kostin警告称,4300的指数预期是建立在“通胀将减少,收益率会上升,拜登部分税改计划将通过成为法律”的宏观假设基础上的,如果上述假设出现变化,美股可能存在波动及回调风险。\n如果通胀持续上行会发生什么?\n目前高盛的基础假设是,通货膨胀飙升会是暂时的。随着未来3-6个月内临时补充的失业救济到期,劳动力供应将在年底前大幅反弹,薪资压力将得到缓解,美国核心CPI明年将从目前的3.8%下降到2.3%。\n但Kostin警告称,美国通胀的超预期上行将对公司估值及利润率造成重大影响。如果企业未能将价格提高到足以抵消通胀的程度,包括工资在内投入成本不断上升可能会对利润率构成压力。\n基于高盛的自上向下的模型,美国核心CPI通胀每超出预测值1%,标普500指数成分股企业营收也将增长大约1个百分点,但净利润率会下滑10个基点左右。而在通胀温和变化的情况下,标准普尔500指数的每股收益相对于高盛的平均预测将保持不变。\n通胀的持续上行也将对公司估值构成“重大的不利影响”。\nKostin表示,通胀的持续上升可能导致美联储采取比目前预期更多的紧缩措施,提前加息并拉低股票估值。\n目前高盛预计美联储将在12月宣布将在2022年初开始缩减购债规模,并在2023年下半年开始加息。\n从历史角度,美国股市在低通胀的市场环境下通常表现较好。自1960年以来,标准普尔500指数在低通胀时期的年均实际回报率中值为15%,而在高通胀时期仅为9%。而在高通胀时期,股票在通胀下降(15%)的情况下比在通胀上升(2%)的情况下表现更好。\n在细分板块上,高盛认为高通胀将提振具有较高定价权的股票的相对表现。医疗保健、能源、房地产和消费品等板块将跑赢大盘。\n\n如果利率下降或上升超过市场预期会发生什么?\n目前高盛给予标普500指数的基准目标位定为4300,其假设条件是,10年期美债收益率到2021年底将升至1.9%,且美股市盈率将稳定在22x左右。\n高盛预计今年美国名义国债收益率的上升将主要受实际利率的推动,部分受全球债券收益率上升的推动;而股票风险溢价(ERP)将在今年下半年下降,抵消利率上升对股票估值的部分影响,并使市盈率在年底前大致持平。\n但高盛表示,如果美债利率因经济增长疲软而未能上升,那么企业的盈利也将下降。这意味着,尽管收益率下降,标准普尔500指数也会下降。\n在另一种情况下,在其他情况不变的情况下,如果利率上涨超出高盛的预期,到年底攀升至2.5%,标普500指数的基础点位将下降至3550,较目前点位有17%的下跌空间。\n\n如果拜登税改失败会发生什么?\n在拜登税改方面,目前高盛基本假设认为,拜登的全部税收提案的部分内容将在年底前成为法律,并于2022年生效,这将使标普500指数的EPS较现行税法下的预测下降5%。而在当前税收政策下,预计标普500指数2022年的每股收益将达到212美元,增幅为10%。\n\n在税改细节方面,高盛预计,联邦法定企业税率将从21%上调至25%,而不是拜登提议的28%。拟议的海外所得税上调计划中大约有一半将成为法律,高收入个人的资本利得税税率将提高到28%。\n基于这些假设,高盛预计标普500指数2022年的EPS将达到202美元(比2021年增长5%),而在当前税收政策下,预计2022年的EPS将达到212美元,增幅为10%。\n根据高盛对2021年底市盈率22.3倍的基本预测,如果出现“无税制改革”的情况,该行对2022年标普500指数EPS的预期将提高5%,支持4500点的目标位。\nKostin同时表示,如果企业所得税和资本利得税没有提高,成长型股票通常受到提振。在资本利得税方面,如果今年晚些时候增税政策落地,科技类股等成长型股票遭受抛售的潜在风险最大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127434704,"gmtCreate":1624862117408,"gmtModify":1631889672316,"author":{"id":"3576405243338366","authorId":"3576405243338366","name":"rocat","avatar":"https://static.tigerbbs.com/e537c7a4cf09b6014ec1c1754eac4da9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576405243338366","authorIdStr":"3576405243338366"},"themes":[],"htmlText":"Oh no ","listText":"Oh no ","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127434704","repostId":"1163833569","repostType":4,"repost":{"id":"1163833569","kind":"news","pubTimestamp":1624860588,"share":"https://www.laohunote.com/m/news/1163833569?lang=&edition=full","pubTime":"2021-06-28 14:09","market":"us","language":"en","title":"Is Another Housing Bubble Building?","url":"https://stock-news.laohu8.com/highlight/detail?id=1163833569","media":"thestreet","summary":"The price of housing has dominated financial news recently. For renters, the price of an average apa","content":"<p>The price of housing has dominated financial news recently. For renters, the price of an average apartment takes up an ever-greater share of personal income every year. This is particularly true in big cities, where a one-bedroom apartment can often cost between $2,500 and $3,000.</p>\n<p>But the real headlines have been in the market for single-family housing. In many communities home prices have increased by between 30% and 50% in just the past two years. This has led median prices for a starter home over $280,000 nationwide, and to nearly $500,000 in the towns and suburbs near major cities.</p>\n<p>OnReal Money, contributor Doug Kass takes a quick aim at spiraling home prices. “We need more lower cost homes to ease the intense upward price pressures but we know how difficult it is right now to deliver enough of them. More than 10 years of underinvestment because of the Fed-induced housing boom and bust means we need a lot more homes,” he writes.</p>\n<p>“I have been warning that much higher home prices (and reduced affordability) would create a cyclical peak in residential real estate (homebuilder stocks have begun to roll over recently),” Kass says.</p>\n<p>Is another bubble building?</p>\n<p>While there’s no way of knowing, one warning sign is the ratio of house prices to incomes. Credit standards have remained tight, and banks haven’t weakened their standards on down payments. That isn’t necessarily a good thing though.</p>\n<p>One of the biggest causes behind the housing crash of 2008 was the growing degree to which people struggled to keep up with their own mortgages in a highly overheated market that had sent prices climbing.</p>\n<p>As Kass points out in his diary, today prices aren’t just climbing, they’re soaring. Compared to 2008, buyers now have to spend more of their income keeping up with the minimum mortgage it takes to buy even a small house. They have to lay out more of their savings on the down payment.</p>\n<p>The ratio of house prices-to-household income is higher than it was going into the Great Recession. That isn’t necessarily a warning sign. But it isn’t good, either.</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>Is Another Housing Bubble Building?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Another Housing Bubble Building?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 14:09 GMT+8 <a href=https://www.thestreet.com/investing/is-another-housing-bubble-building><strong>thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The price of housing has dominated financial news recently. For renters, the price of an average apartment takes up an ever-greater share of personal income every year. This is particularly true in ...</p>\n\n<a href=\"https://www.thestreet.com/investing/is-another-housing-bubble-building\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/investing/is-another-housing-bubble-building","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163833569","content_text":"The price of housing has dominated financial news recently. For renters, the price of an average apartment takes up an ever-greater share of personal income every year. This is particularly true in big cities, where a one-bedroom apartment can often cost between $2,500 and $3,000.\nBut the real headlines have been in the market for single-family housing. In many communities home prices have increased by between 30% and 50% in just the past two years. This has led median prices for a starter home over $280,000 nationwide, and to nearly $500,000 in the towns and suburbs near major cities.\nOnReal Money, contributor Doug Kass takes a quick aim at spiraling home prices. “We need more lower cost homes to ease the intense upward price pressures but we know how difficult it is right now to deliver enough of them. More than 10 years of underinvestment because of the Fed-induced housing boom and bust means we need a lot more homes,” he writes.\n“I have been warning that much higher home prices (and reduced affordability) would create a cyclical peak in residential real estate (homebuilder stocks have begun to roll over recently),” Kass says.\nIs another bubble building?\nWhile there’s no way of knowing, one warning sign is the ratio of house prices to incomes. Credit standards have remained tight, and banks haven’t weakened their standards on down payments. That isn’t necessarily a good thing though.\nOne of the biggest causes behind the housing crash of 2008 was the growing degree to which people struggled to keep up with their own mortgages in a highly overheated market that had sent prices climbing.\nAs Kass points out in his diary, today prices aren’t just climbing, they’re soaring. Compared to 2008, buyers now have to spend more of their income keeping up with the minimum mortgage it takes to buy even a small house. They have to lay out more of their savings on the down payment.\nThe ratio of house prices-to-household income is higher than it was going into the Great Recession. That isn’t necessarily a warning sign. But it isn’t good, either.","news_type":1},"isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124386801,"gmtCreate":1624742727003,"gmtModify":1631889672321,"author":{"id":"3576405243338366","authorId":"3576405243338366","name":"rocat","avatar":"https://static.tigerbbs.com/e537c7a4cf09b6014ec1c1754eac4da9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576405243338366","authorIdStr":"3576405243338366"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124386801","repostId":"2146107083","repostType":4,"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126619902,"gmtCreate":1624558223706,"gmtModify":1631889672326,"author":{"id":"3576405243338366","authorId":"3576405243338366","name":"rocat","avatar":"https://static.tigerbbs.com/e537c7a4cf09b6014ec1c1754eac4da9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576405243338366","authorIdStr":"3576405243338366"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126619902","repostId":"1147667017","repostType":4,"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129709355,"gmtCreate":1624385956777,"gmtModify":1631889672326,"author":{"id":"3576405243338366","authorId":"3576405243338366","name":"rocat","avatar":"https://static.tigerbbs.com/e537c7a4cf09b6014ec1c1754eac4da9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576405243338366","authorIdStr":"3576405243338366"},"themes":[],"htmlText":".. ","listText":".. ","text":"..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129709355","repostId":"1191907311","repostType":4,"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120947159,"gmtCreate":1624293967771,"gmtModify":1631889672333,"author":{"id":"3576405243338366","authorId":"3576405243338366","name":"rocat","avatar":"https://static.tigerbbs.com/e537c7a4cf09b6014ec1c1754eac4da9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576405243338366","authorIdStr":"3576405243338366"},"themes":[],"htmlText":"Wah","listText":"Wah","text":"Wah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120947159","repostId":"1196526895","repostType":4,"repost":{"id":"1196526895","kind":"news","weMediaInfo":{"introduction":"有视角的商业资讯交流平台","home_visible":1,"media_name":"虎嗅APP","id":"101","head_image":"https://static.tigerbbs.com/98669fe7974e42f3976b3db47528792d"},"pubTimestamp":1624286593,"share":"https://www.laohunote.com/m/news/1196526895?lang=&edition=full","pubTime":"2021-06-21 22:43","market":"hk","language":"zh","title":"国产“网红”电动汽车,廉价背后的秘密","url":"https://stock-news.laohu8.com/highlight/detail?id=1196526895","media":"虎嗅APP","summary":"国产廉价电动车,重出江湖。","content":"<p>作者/王笑渔</p>\n<p>国产廉价电动车,重出江湖。</p>\n<p>6月8日,乘联会公布了5月国内汽车销量数据。意料之外的是,被负面新闻缠绕的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国,并没有出现销量大跌的情况,5月仍售出了33,463辆新车,较4月份的25,845辆增长了29%。而意料之中的是,“五菱神车”宏光MINI EV以29,706辆的成绩,继续占据榜首。</p>\n<p>这份榜单,虽然洋洋洒洒列出15款新能源汽车,但是舆论的焦点无疑都汇聚在了第二、第三名,这两款来自特斯拉的“网红车”上。</p>\n<p><img src=\"https://static.tigerbbs.com/a821fb9d394d8f9f5386fd832ac7bb2a\" tg-width=\"550\" tg-height=\"837\" referrerpolicy=\"no-referrer\"></p>\n<p>如果仔细再研究一下这个榜单。相信没有哪一家中国车企能笑得起来。</p>\n<p>5月销量榜的TOP15的车型中,有8款车售价在10万元(含10万元)以下,也就是说——卖得好的国产新能源汽车,绝大多数都是低端车型。</p>\n<p><b>一、廉价电动车重出江湖</b></p>\n<p>“跟老款长得一样,配置比老款更低,取消了安全气囊。”</p>\n<p>近日,虎嗅在探访位于北京朝阳区来广营地区的几家4S店后发现,新能源汽车销量榜上位列第四名的长安奔奔EV,实则是一款“减配”而来的廉价电动汽车。</p>\n<p>据这家<a href=\"https://laohu8.com/S/000625\">长安汽车</a>4S店的销售介绍,他们这里目前出售的车型为奔奔E-star国民版,是老款长安奔奔EV的“同门兄弟”。</p>\n<p><img src=\"https://static.tigerbbs.com/0504107bbcf8796f95f6fe2e3a95ba84\" tg-width=\"550\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p>\n<p>两者虽然外观并无差别,但作为今年1月15日上市的车型,长安奔奔E-Star国民版的价格被拉低到了2.98万元起,比老款奔奔EV最低配版本4.98万元的起售价,还要低了2万元。</p>\n<p>新款降价2万卖,难道是厂家用心回馈消费者吗?这位长安汽车4S店销售告诉虎嗅,2.98万元和3.98万元的国民版取消了安全气囊。作为对比,老款奔奔EV最低售价为4.98万元的版本都标配了主/副驾驶安全气囊。</p>\n<p>都2021年了,安全气囊竟然不是标配?疑似减配的地方,在长安这款车上不止一处。根据HM\"><a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>提供的车型参数可以发现,国民版还取消了驻车雷达、刹车辅助, 就连轮圈也从原来的铝合金换成了钢材,空调也只有暖风。</p>\n<p><img src=\"https://static.tigerbbs.com/764bebc0e19571bb4c3d9edd00517db5\" tg-width=\"550\" tg-height=\"501\" referrerpolicy=\"no-referrer\">截图自汽车之家</p>\n<p>在电池方面,新款的两个低配版本,都采用了磷酸铁锂电池。比老款的三元锂电池成本更低,但续航从原来的210km降低至150km。“想要快充的话,需要加999元可以选配”,这位销售告诉虎嗅。</p>\n<p>即便是减配,但超低的售价也吸引了无数消费者买单。一位在场销售表示,目前大部分配置都没有车,需要等起码1个月的时间才有车。“现在都可以定了,反正价格就这样”,临走前这位销售漫不经心的说道。</p>\n<p><img src=\"https://static.tigerbbs.com/0987d939878f26811eb9f12d9a3ccebe\" tg-width=\"550\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p>\n<p>不愁卖的廉价电动车不止奔奔。</p>\n<p>销量榜上的第七名奇瑞eQ,在奇瑞新能源销售门店售出的实则为“奇瑞小蚂蚁”——一款2016年问世的微型纯电动汽车。</p>\n<p>经历五年的市场洗礼,这款车依旧能卖上销量榜,靠的不是减配,而是优惠。比如6.98万元的中配版,现金优惠高达1万元,购车价不到6万元。</p>\n<p><img src=\"https://static.tigerbbs.com/581c7a8e469c3802e4d5d670f300357e\" tg-width=\"550\" tg-height=\"412\" referrerpolicy=\"no-referrer\">奇瑞小蚂蚁(拍摄:虎嗅)</p>\n<p>奇瑞新能源4S店的销售还表示,“现在还有现车,但下个月就不一定了,本月26号北京将释放一批新能源指标,7月会迎来旺季。”</p>\n<p>拿出上万元现金补贴的经销商不在少数。<a href=\"https://laohu8.com/S/601633\">长城汽车</a>旗下的欧拉品牌,目前在售多款车型中,销量较好的为欧拉黑猫,最低配版售价为69,800元。4S店给出现金优惠为10,500元,购车价与奇瑞小蚂蚁同样不到6万元。如果指定配置,没有现车的话,需要等待至少1个月以上。</p>\n<p>低价+现金优惠,成了传统车企的新能源汽车销量秘诀。</p>\n<p><b>二、廉价背后的秘密</b></p>\n<p>在早期的新能源汽车领域,想要卖出低价靠的是补贴。</p>\n<p>举个例子,2017款奇瑞eQ电动车指导售价区间为16.99-17.19万元,在享受国家补贴、地方补贴和厂家补贴后,售价为6.98-7.18万元。以2017年当年北京的新能源汽车补贴政策计算,这款车能拿到国家、地方补贴为5.6万元。</p>\n<p>为补贴而应试考试的车企不在少数。最直接的证据就是续航,从2017年至今,新能源补贴政策对续航的门槛要求越来越高,致使车企不断推出高续航的车型来满足政策门槛。以2018年补贴政策为例,相比2017年的政策,对续航里程300km以下的车型补贴金额进行了下调,300km以上的车型补贴相应增加。</p>\n<p>今年的补贴政策就更有意思,根据2020年12月31日发布的补贴政策通知,纯电动乘用车续航里程在300公里以下的一律取消补贴。摆在国产车企面前,只有两个选择:一、把续航增加到300公里,拿到补贴;二、不要补贴,硬卖低续航的微型电动车。</p>\n<p><img src=\"https://static.tigerbbs.com/dc6e77909845462fa45e894feee01125\" tg-width=\"550\" tg-height=\"412\" referrerpolicy=\"no-referrer\">欧拉黑猫(拍摄:虎嗅)</p>\n<p>第一类的产品,会直接把300km续航当做产品及格线。比如欧拉黑猫基础版续航为301km,奔奔E-star续航为301km,奇瑞小蚂蚁续航同样是301km。这样一来,在确保补贴金额最大化的同时,避免增加过多续航所带来的电池成本增加,最终就实现了产品定价的最低化。</p>\n<p>而五菱宏光MINI EV就属于第二类,不要补贴,只求最低价。2.88万元起的宏光MINI EV,续航只有120km。即便是高配版4.36万元的车型,续航也才170km,与补贴门槛的300km相去甚远。事实证明,不要国家补贴也能畅销。去年7月上市以来,宏光MINI EV连续9个月稳居中<a href=\"https://laohu8.com/S/600617\">国新能源</a>市场销冠。</p>\n<p>宏光MINI EV崛起,让更多车企开始探索无补贴的“无人区”。比如,前广汽<a href=\"https://laohu8.com/S/NIO\">蔚来</a>创始人廖兵创办的自由汽车,据一位知情人士向虎嗅透露,自由汽车目前准备进军10万元以下的微型纯电动市场,对标宏光MINI EV、长安奔奔EV等热销车型。还有,大众汽车旗下产品思皓E10X,起售价3.99万-7.59万元,提供NEDC工况150km、200km、302km三种续航版本。</p>\n<p>看到这,可能有很多人表示疑惑,原来燃油车都没有卖过这么便宜,现在纯电动汽车为何纷纷便宜到跟“老年代步车”抢市场呢?低价背后还有个秘密,是双积分制度。</p>\n<p>今年5月,工信息部发布《乘用车企业平均燃料消耗量与新能源汽车积分并行管理实施情况年度报告(2021)》。报告显示,2020年度,中国138家乘用车企业中,燃料消耗量负积分达666万,新能源正积分为328万分。这也就意味着,双积分仍存在338万分的缺口。</p>\n<p>稍微科普一下“双积分制度”:生产新能源车积正分,燃油车积负分,各类车积多少分有明确标准,以一年为限,车企的积分=平均燃油消耗量负积分+新能源汽车正积分。负积分可以与正积分之间进行交易,抵偿,转让等。</p>\n<p>根据规定,如果车企没有满足新能源的积分要求,将会受到暂停高油耗产品申报、暂停高油耗产品生产等处罚。不过,对于企业平均燃料消耗量负积分数量较大的车企来说,可以使用本企业结转的平均燃料消耗量正积分、使用本企业受让的平均燃料消耗量正积分、使用本企业产生的新能源汽车正积分,以及购买新能源汽车正积分这几种办法来抵偿负积分。</p>\n<p><img src=\"https://static.tigerbbs.com/5e0b4ddf19202ec2e49e3241cc8c5422\" tg-width=\"550\" tg-height=\"265\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d0c4f49d586e24e4fca7c35064d8a579\" tg-width=\"550\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p>\n<p>简单来说,对于主要生产燃油车的企业,要么花钱买积分,要么多卖新能源汽车赚积分。</p>\n<p>不久前,有外媒报道,大众在中国的合资企业一汽-大众将从特斯拉购买新能源汽车积分,出价约为每个积分3000元人民币,远高于前几年的价格。</p>\n<p><a href=\"https://laohu8.com/S/601377\">兴业证券</a>发布的研报显示,当前新能源积分交易价格已从最初的300元-500元/分,上涨至2500元-3000元/分,涨幅达9倍。全国工商联汽车经销商商会常务会长、新能源汽车专委会会长李金勇在采访中表示,今年的新能源积分将延续去年供不应求的局面,积分价格或将达到6000-10000元/分。</p>\n<p>另一种方式,就是多卖新能源汽车。比如上汽通用五菱2020年度,获得了44万新能源正积分,为上汽通用解决92万负积分提供了一定的保障。</p>\n<p>以<a href=\"https://laohu8.com/S/02333\">长城汽车</a>旗下欧拉品牌的欧拉黑猫为例,2021年,一辆欧拉黑猫可获取新能源正积分2.08分,每分价格计为6000元,电池成本可下降100元/千瓦时,磷酸铁锂成本的降幅更大,虽然补贴减少了,但总成本仍可降低1.24万元。也就是说,电池成本的降低足以抵消补贴减少对企业造车成本的不利影响。</p>\n<p>一位欧拉汽车的销售告诉虎嗅,在欧拉品牌的销量帮助下,去年长城汽车完成了双积分任务,也就意味着长城汽车不需要额外花钱购买新能源正积分。</p>\n<p><img src=\"https://static.tigerbbs.com/f96da395f189240abfe1bafe3ebad45e\" tg-width=\"550\" tg-height=\"200\" referrerpolicy=\"no-referrer\">图片来源:《电动汽车观察家》</p>\n<p>再比如,长安汽车2020年的平均燃料消耗量负积分接近62万分,新能源正积分只有不到3万分,还需要60万分需要抵偿。同理,如果购买积分,每分3000元,需要花费18亿元。如果生产奔奔EV,每辆车的新能源正积分算作2分,则需生产30万辆即可。有内部人士透露,即便低价卖车亏钱,也比购买积分付出的性价比高,这是长安力推超低价奔奔E-Star的主要原因。</p>\n<p><b>写在最后</b></p>\n<p>一个更有趣的现象,正在发生。</p>\n<p>今年6月17日,工信部就《纯电动乘用车技术条件》这项推荐性国家标准征求意见。标准增加了针对微型低速纯电动乘用车的技术要求,这意味着,“老年代步车”有望从监管灰色地带纳入正规化管理。</p>\n<p>“我认为把低速电动车纳入规范化管理,事实上给予了规范企业一个上升的通道,同时淘汰不规范的企业,不过这一定程度上导致微型车企业面临尴尬的局面。”</p>\n<p>中国汽车流通协会汽车市场研究分会秘书长崔东树在采访中表示,微型车企业要在高成本与求生存之间进行选择,上去的话成本就高了,下去的话就没有活路了。</p>\n<p>接下来,很可能你会看到这样的市场情形——国产车企生产的微型纯电动汽车,和“老头乐”开始抢市场。</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>国产“网红”电动汽车,廉价背后的秘密</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n国产“网红”电动汽车,廉价背后的秘密\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/101\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/98669fe7974e42f3976b3db47528792d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">虎嗅APP </p>\n<p class=\"h-time\">2021-06-21 22:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>作者/王笑渔</p>\n<p>国产廉价电动车,重出江湖。</p>\n<p>6月8日,乘联会公布了5月国内汽车销量数据。意料之外的是,被负面新闻缠绕的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国,并没有出现销量大跌的情况,5月仍售出了33,463辆新车,较4月份的25,845辆增长了29%。而意料之中的是,“五菱神车”宏光MINI EV以29,706辆的成绩,继续占据榜首。</p>\n<p>这份榜单,虽然洋洋洒洒列出15款新能源汽车,但是舆论的焦点无疑都汇聚在了第二、第三名,这两款来自特斯拉的“网红车”上。</p>\n<p><img src=\"https://static.tigerbbs.com/a821fb9d394d8f9f5386fd832ac7bb2a\" tg-width=\"550\" tg-height=\"837\" referrerpolicy=\"no-referrer\"></p>\n<p>如果仔细再研究一下这个榜单。相信没有哪一家中国车企能笑得起来。</p>\n<p>5月销量榜的TOP15的车型中,有8款车售价在10万元(含10万元)以下,也就是说——卖得好的国产新能源汽车,绝大多数都是低端车型。</p>\n<p><b>一、廉价电动车重出江湖</b></p>\n<p>“跟老款长得一样,配置比老款更低,取消了安全气囊。”</p>\n<p>近日,虎嗅在探访位于北京朝阳区来广营地区的几家4S店后发现,新能源汽车销量榜上位列第四名的长安奔奔EV,实则是一款“减配”而来的廉价电动汽车。</p>\n<p>据这家<a href=\"https://laohu8.com/S/000625\">长安汽车</a>4S店的销售介绍,他们这里目前出售的车型为奔奔E-star国民版,是老款长安奔奔EV的“同门兄弟”。</p>\n<p><img src=\"https://static.tigerbbs.com/0504107bbcf8796f95f6fe2e3a95ba84\" tg-width=\"550\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p>\n<p>两者虽然外观并无差别,但作为今年1月15日上市的车型,长安奔奔E-Star国民版的价格被拉低到了2.98万元起,比老款奔奔EV最低配版本4.98万元的起售价,还要低了2万元。</p>\n<p>新款降价2万卖,难道是厂家用心回馈消费者吗?这位长安汽车4S店销售告诉虎嗅,2.98万元和3.98万元的国民版取消了安全气囊。作为对比,老款奔奔EV最低售价为4.98万元的版本都标配了主/副驾驶安全气囊。</p>\n<p>都2021年了,安全气囊竟然不是标配?疑似减配的地方,在长安这款车上不止一处。根据HM\"><a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>提供的车型参数可以发现,国民版还取消了驻车雷达、刹车辅助, 就连轮圈也从原来的铝合金换成了钢材,空调也只有暖风。</p>\n<p><img src=\"https://static.tigerbbs.com/764bebc0e19571bb4c3d9edd00517db5\" tg-width=\"550\" tg-height=\"501\" referrerpolicy=\"no-referrer\">截图自汽车之家</p>\n<p>在电池方面,新款的两个低配版本,都采用了磷酸铁锂电池。比老款的三元锂电池成本更低,但续航从原来的210km降低至150km。“想要快充的话,需要加999元可以选配”,这位销售告诉虎嗅。</p>\n<p>即便是减配,但超低的售价也吸引了无数消费者买单。一位在场销售表示,目前大部分配置都没有车,需要等起码1个月的时间才有车。“现在都可以定了,反正价格就这样”,临走前这位销售漫不经心的说道。</p>\n<p><img src=\"https://static.tigerbbs.com/0987d939878f26811eb9f12d9a3ccebe\" tg-width=\"550\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p>\n<p>不愁卖的廉价电动车不止奔奔。</p>\n<p>销量榜上的第七名奇瑞eQ,在奇瑞新能源销售门店售出的实则为“奇瑞小蚂蚁”——一款2016年问世的微型纯电动汽车。</p>\n<p>经历五年的市场洗礼,这款车依旧能卖上销量榜,靠的不是减配,而是优惠。比如6.98万元的中配版,现金优惠高达1万元,购车价不到6万元。</p>\n<p><img src=\"https://static.tigerbbs.com/581c7a8e469c3802e4d5d670f300357e\" tg-width=\"550\" tg-height=\"412\" referrerpolicy=\"no-referrer\">奇瑞小蚂蚁(拍摄:虎嗅)</p>\n<p>奇瑞新能源4S店的销售还表示,“现在还有现车,但下个月就不一定了,本月26号北京将释放一批新能源指标,7月会迎来旺季。”</p>\n<p>拿出上万元现金补贴的经销商不在少数。<a href=\"https://laohu8.com/S/601633\">长城汽车</a>旗下的欧拉品牌,目前在售多款车型中,销量较好的为欧拉黑猫,最低配版售价为69,800元。4S店给出现金优惠为10,500元,购车价与奇瑞小蚂蚁同样不到6万元。如果指定配置,没有现车的话,需要等待至少1个月以上。</p>\n<p>低价+现金优惠,成了传统车企的新能源汽车销量秘诀。</p>\n<p><b>二、廉价背后的秘密</b></p>\n<p>在早期的新能源汽车领域,想要卖出低价靠的是补贴。</p>\n<p>举个例子,2017款奇瑞eQ电动车指导售价区间为16.99-17.19万元,在享受国家补贴、地方补贴和厂家补贴后,售价为6.98-7.18万元。以2017年当年北京的新能源汽车补贴政策计算,这款车能拿到国家、地方补贴为5.6万元。</p>\n<p>为补贴而应试考试的车企不在少数。最直接的证据就是续航,从2017年至今,新能源补贴政策对续航的门槛要求越来越高,致使车企不断推出高续航的车型来满足政策门槛。以2018年补贴政策为例,相比2017年的政策,对续航里程300km以下的车型补贴金额进行了下调,300km以上的车型补贴相应增加。</p>\n<p>今年的补贴政策就更有意思,根据2020年12月31日发布的补贴政策通知,纯电动乘用车续航里程在300公里以下的一律取消补贴。摆在国产车企面前,只有两个选择:一、把续航增加到300公里,拿到补贴;二、不要补贴,硬卖低续航的微型电动车。</p>\n<p><img src=\"https://static.tigerbbs.com/dc6e77909845462fa45e894feee01125\" tg-width=\"550\" tg-height=\"412\" referrerpolicy=\"no-referrer\">欧拉黑猫(拍摄:虎嗅)</p>\n<p>第一类的产品,会直接把300km续航当做产品及格线。比如欧拉黑猫基础版续航为301km,奔奔E-star续航为301km,奇瑞小蚂蚁续航同样是301km。这样一来,在确保补贴金额最大化的同时,避免增加过多续航所带来的电池成本增加,最终就实现了产品定价的最低化。</p>\n<p>而五菱宏光MINI EV就属于第二类,不要补贴,只求最低价。2.88万元起的宏光MINI EV,续航只有120km。即便是高配版4.36万元的车型,续航也才170km,与补贴门槛的300km相去甚远。事实证明,不要国家补贴也能畅销。去年7月上市以来,宏光MINI EV连续9个月稳居中<a href=\"https://laohu8.com/S/600617\">国新能源</a>市场销冠。</p>\n<p>宏光MINI EV崛起,让更多车企开始探索无补贴的“无人区”。比如,前广汽<a href=\"https://laohu8.com/S/NIO\">蔚来</a>创始人廖兵创办的自由汽车,据一位知情人士向虎嗅透露,自由汽车目前准备进军10万元以下的微型纯电动市场,对标宏光MINI EV、长安奔奔EV等热销车型。还有,大众汽车旗下产品思皓E10X,起售价3.99万-7.59万元,提供NEDC工况150km、200km、302km三种续航版本。</p>\n<p>看到这,可能有很多人表示疑惑,原来燃油车都没有卖过这么便宜,现在纯电动汽车为何纷纷便宜到跟“老年代步车”抢市场呢?低价背后还有个秘密,是双积分制度。</p>\n<p>今年5月,工信息部发布《乘用车企业平均燃料消耗量与新能源汽车积分并行管理实施情况年度报告(2021)》。报告显示,2020年度,中国138家乘用车企业中,燃料消耗量负积分达666万,新能源正积分为328万分。这也就意味着,双积分仍存在338万分的缺口。</p>\n<p>稍微科普一下“双积分制度”:生产新能源车积正分,燃油车积负分,各类车积多少分有明确标准,以一年为限,车企的积分=平均燃油消耗量负积分+新能源汽车正积分。负积分可以与正积分之间进行交易,抵偿,转让等。</p>\n<p>根据规定,如果车企没有满足新能源的积分要求,将会受到暂停高油耗产品申报、暂停高油耗产品生产等处罚。不过,对于企业平均燃料消耗量负积分数量较大的车企来说,可以使用本企业结转的平均燃料消耗量正积分、使用本企业受让的平均燃料消耗量正积分、使用本企业产生的新能源汽车正积分,以及购买新能源汽车正积分这几种办法来抵偿负积分。</p>\n<p><img src=\"https://static.tigerbbs.com/5e0b4ddf19202ec2e49e3241cc8c5422\" tg-width=\"550\" tg-height=\"265\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d0c4f49d586e24e4fca7c35064d8a579\" tg-width=\"550\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p>\n<p>简单来说,对于主要生产燃油车的企业,要么花钱买积分,要么多卖新能源汽车赚积分。</p>\n<p>不久前,有外媒报道,大众在中国的合资企业一汽-大众将从特斯拉购买新能源汽车积分,出价约为每个积分3000元人民币,远高于前几年的价格。</p>\n<p><a href=\"https://laohu8.com/S/601377\">兴业证券</a>发布的研报显示,当前新能源积分交易价格已从最初的300元-500元/分,上涨至2500元-3000元/分,涨幅达9倍。全国工商联汽车经销商商会常务会长、新能源汽车专委会会长李金勇在采访中表示,今年的新能源积分将延续去年供不应求的局面,积分价格或将达到6000-10000元/分。</p>\n<p>另一种方式,就是多卖新能源汽车。比如上汽通用五菱2020年度,获得了44万新能源正积分,为上汽通用解决92万负积分提供了一定的保障。</p>\n<p>以<a href=\"https://laohu8.com/S/02333\">长城汽车</a>旗下欧拉品牌的欧拉黑猫为例,2021年,一辆欧拉黑猫可获取新能源正积分2.08分,每分价格计为6000元,电池成本可下降100元/千瓦时,磷酸铁锂成本的降幅更大,虽然补贴减少了,但总成本仍可降低1.24万元。也就是说,电池成本的降低足以抵消补贴减少对企业造车成本的不利影响。</p>\n<p>一位欧拉汽车的销售告诉虎嗅,在欧拉品牌的销量帮助下,去年长城汽车完成了双积分任务,也就意味着长城汽车不需要额外花钱购买新能源正积分。</p>\n<p><img src=\"https://static.tigerbbs.com/f96da395f189240abfe1bafe3ebad45e\" tg-width=\"550\" tg-height=\"200\" referrerpolicy=\"no-referrer\">图片来源:《电动汽车观察家》</p>\n<p>再比如,长安汽车2020年的平均燃料消耗量负积分接近62万分,新能源正积分只有不到3万分,还需要60万分需要抵偿。同理,如果购买积分,每分3000元,需要花费18亿元。如果生产奔奔EV,每辆车的新能源正积分算作2分,则需生产30万辆即可。有内部人士透露,即便低价卖车亏钱,也比购买积分付出的性价比高,这是长安力推超低价奔奔E-Star的主要原因。</p>\n<p><b>写在最后</b></p>\n<p>一个更有趣的现象,正在发生。</p>\n<p>今年6月17日,工信部就《纯电动乘用车技术条件》这项推荐性国家标准征求意见。标准增加了针对微型低速纯电动乘用车的技术要求,这意味着,“老年代步车”有望从监管灰色地带纳入正规化管理。</p>\n<p>“我认为把低速电动车纳入规范化管理,事实上给予了规范企业一个上升的通道,同时淘汰不规范的企业,不过这一定程度上导致微型车企业面临尴尬的局面。”</p>\n<p>中国汽车流通协会汽车市场研究分会秘书长崔东树在采访中表示,微型车企业要在高成本与求生存之间进行选择,上去的话成本就高了,下去的话就没有活路了。</p>\n<p>接下来,很可能你会看到这样的市场情形——国产车企生产的微型纯电动汽车,和“老头乐”开始抢市场。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b0973327334b37476e8dc23769e2729e","relate_stocks":{"00305":"五菱汽车","000625":"长安汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196526895","content_text":"作者/王笑渔\n国产廉价电动车,重出江湖。\n6月8日,乘联会公布了5月国内汽车销量数据。意料之外的是,被负面新闻缠绕的特斯拉中国,并没有出现销量大跌的情况,5月仍售出了33,463辆新车,较4月份的25,845辆增长了29%。而意料之中的是,“五菱神车”宏光MINI EV以29,706辆的成绩,继续占据榜首。\n这份榜单,虽然洋洋洒洒列出15款新能源汽车,但是舆论的焦点无疑都汇聚在了第二、第三名,这两款来自特斯拉的“网红车”上。\n\n如果仔细再研究一下这个榜单。相信没有哪一家中国车企能笑得起来。\n5月销量榜的TOP15的车型中,有8款车售价在10万元(含10万元)以下,也就是说——卖得好的国产新能源汽车,绝大多数都是低端车型。\n一、廉价电动车重出江湖\n“跟老款长得一样,配置比老款更低,取消了安全气囊。”\n近日,虎嗅在探访位于北京朝阳区来广营地区的几家4S店后发现,新能源汽车销量榜上位列第四名的长安奔奔EV,实则是一款“减配”而来的廉价电动汽车。\n据这家长安汽车4S店的销售介绍,他们这里目前出售的车型为奔奔E-star国民版,是老款长安奔奔EV的“同门兄弟”。\n\n两者虽然外观并无差别,但作为今年1月15日上市的车型,长安奔奔E-Star国民版的价格被拉低到了2.98万元起,比老款奔奔EV最低配版本4.98万元的起售价,还要低了2万元。\n新款降价2万卖,难道是厂家用心回馈消费者吗?这位长安汽车4S店销售告诉虎嗅,2.98万元和3.98万元的国民版取消了安全气囊。作为对比,老款奔奔EV最低售价为4.98万元的版本都标配了主/副驾驶安全气囊。\n都2021年了,安全气囊竟然不是标配?疑似减配的地方,在长安这款车上不止一处。根据HM\">汽车之家提供的车型参数可以发现,国民版还取消了驻车雷达、刹车辅助, 就连轮圈也从原来的铝合金换成了钢材,空调也只有暖风。\n截图自汽车之家\n在电池方面,新款的两个低配版本,都采用了磷酸铁锂电池。比老款的三元锂电池成本更低,但续航从原来的210km降低至150km。“想要快充的话,需要加999元可以选配”,这位销售告诉虎嗅。\n即便是减配,但超低的售价也吸引了无数消费者买单。一位在场销售表示,目前大部分配置都没有车,需要等起码1个月的时间才有车。“现在都可以定了,反正价格就这样”,临走前这位销售漫不经心的说道。\n\n不愁卖的廉价电动车不止奔奔。\n销量榜上的第七名奇瑞eQ,在奇瑞新能源销售门店售出的实则为“奇瑞小蚂蚁”——一款2016年问世的微型纯电动汽车。\n经历五年的市场洗礼,这款车依旧能卖上销量榜,靠的不是减配,而是优惠。比如6.98万元的中配版,现金优惠高达1万元,购车价不到6万元。\n奇瑞小蚂蚁(拍摄:虎嗅)\n奇瑞新能源4S店的销售还表示,“现在还有现车,但下个月就不一定了,本月26号北京将释放一批新能源指标,7月会迎来旺季。”\n拿出上万元现金补贴的经销商不在少数。长城汽车旗下的欧拉品牌,目前在售多款车型中,销量较好的为欧拉黑猫,最低配版售价为69,800元。4S店给出现金优惠为10,500元,购车价与奇瑞小蚂蚁同样不到6万元。如果指定配置,没有现车的话,需要等待至少1个月以上。\n低价+现金优惠,成了传统车企的新能源汽车销量秘诀。\n二、廉价背后的秘密\n在早期的新能源汽车领域,想要卖出低价靠的是补贴。\n举个例子,2017款奇瑞eQ电动车指导售价区间为16.99-17.19万元,在享受国家补贴、地方补贴和厂家补贴后,售价为6.98-7.18万元。以2017年当年北京的新能源汽车补贴政策计算,这款车能拿到国家、地方补贴为5.6万元。\n为补贴而应试考试的车企不在少数。最直接的证据就是续航,从2017年至今,新能源补贴政策对续航的门槛要求越来越高,致使车企不断推出高续航的车型来满足政策门槛。以2018年补贴政策为例,相比2017年的政策,对续航里程300km以下的车型补贴金额进行了下调,300km以上的车型补贴相应增加。\n今年的补贴政策就更有意思,根据2020年12月31日发布的补贴政策通知,纯电动乘用车续航里程在300公里以下的一律取消补贴。摆在国产车企面前,只有两个选择:一、把续航增加到300公里,拿到补贴;二、不要补贴,硬卖低续航的微型电动车。\n欧拉黑猫(拍摄:虎嗅)\n第一类的产品,会直接把300km续航当做产品及格线。比如欧拉黑猫基础版续航为301km,奔奔E-star续航为301km,奇瑞小蚂蚁续航同样是301km。这样一来,在确保补贴金额最大化的同时,避免增加过多续航所带来的电池成本增加,最终就实现了产品定价的最低化。\n而五菱宏光MINI EV就属于第二类,不要补贴,只求最低价。2.88万元起的宏光MINI EV,续航只有120km。即便是高配版4.36万元的车型,续航也才170km,与补贴门槛的300km相去甚远。事实证明,不要国家补贴也能畅销。去年7月上市以来,宏光MINI EV连续9个月稳居中国新能源市场销冠。\n宏光MINI EV崛起,让更多车企开始探索无补贴的“无人区”。比如,前广汽蔚来创始人廖兵创办的自由汽车,据一位知情人士向虎嗅透露,自由汽车目前准备进军10万元以下的微型纯电动市场,对标宏光MINI EV、长安奔奔EV等热销车型。还有,大众汽车旗下产品思皓E10X,起售价3.99万-7.59万元,提供NEDC工况150km、200km、302km三种续航版本。\n看到这,可能有很多人表示疑惑,原来燃油车都没有卖过这么便宜,现在纯电动汽车为何纷纷便宜到跟“老年代步车”抢市场呢?低价背后还有个秘密,是双积分制度。\n今年5月,工信息部发布《乘用车企业平均燃料消耗量与新能源汽车积分并行管理实施情况年度报告(2021)》。报告显示,2020年度,中国138家乘用车企业中,燃料消耗量负积分达666万,新能源正积分为328万分。这也就意味着,双积分仍存在338万分的缺口。\n稍微科普一下“双积分制度”:生产新能源车积正分,燃油车积负分,各类车积多少分有明确标准,以一年为限,车企的积分=平均燃油消耗量负积分+新能源汽车正积分。负积分可以与正积分之间进行交易,抵偿,转让等。\n根据规定,如果车企没有满足新能源的积分要求,将会受到暂停高油耗产品申报、暂停高油耗产品生产等处罚。不过,对于企业平均燃料消耗量负积分数量较大的车企来说,可以使用本企业结转的平均燃料消耗量正积分、使用本企业受让的平均燃料消耗量正积分、使用本企业产生的新能源汽车正积分,以及购买新能源汽车正积分这几种办法来抵偿负积分。\n\n简单来说,对于主要生产燃油车的企业,要么花钱买积分,要么多卖新能源汽车赚积分。\n不久前,有外媒报道,大众在中国的合资企业一汽-大众将从特斯拉购买新能源汽车积分,出价约为每个积分3000元人民币,远高于前几年的价格。\n兴业证券发布的研报显示,当前新能源积分交易价格已从最初的300元-500元/分,上涨至2500元-3000元/分,涨幅达9倍。全国工商联汽车经销商商会常务会长、新能源汽车专委会会长李金勇在采访中表示,今年的新能源积分将延续去年供不应求的局面,积分价格或将达到6000-10000元/分。\n另一种方式,就是多卖新能源汽车。比如上汽通用五菱2020年度,获得了44万新能源正积分,为上汽通用解决92万负积分提供了一定的保障。\n以长城汽车旗下欧拉品牌的欧拉黑猫为例,2021年,一辆欧拉黑猫可获取新能源正积分2.08分,每分价格计为6000元,电池成本可下降100元/千瓦时,磷酸铁锂成本的降幅更大,虽然补贴减少了,但总成本仍可降低1.24万元。也就是说,电池成本的降低足以抵消补贴减少对企业造车成本的不利影响。\n一位欧拉汽车的销售告诉虎嗅,在欧拉品牌的销量帮助下,去年长城汽车完成了双积分任务,也就意味着长城汽车不需要额外花钱购买新能源正积分。\n图片来源:《电动汽车观察家》\n再比如,长安汽车2020年的平均燃料消耗量负积分接近62万分,新能源正积分只有不到3万分,还需要60万分需要抵偿。同理,如果购买积分,每分3000元,需要花费18亿元。如果生产奔奔EV,每辆车的新能源正积分算作2分,则需生产30万辆即可。有内部人士透露,即便低价卖车亏钱,也比购买积分付出的性价比高,这是长安力推超低价奔奔E-Star的主要原因。\n写在最后\n一个更有趣的现象,正在发生。\n今年6月17日,工信部就《纯电动乘用车技术条件》这项推荐性国家标准征求意见。标准增加了针对微型低速纯电动乘用车的技术要求,这意味着,“老年代步车”有望从监管灰色地带纳入正规化管理。\n“我认为把低速电动车纳入规范化管理,事实上给予了规范企业一个上升的通道,同时淘汰不规范的企业,不过这一定程度上导致微型车企业面临尴尬的局面。”\n中国汽车流通协会汽车市场研究分会秘书长崔东树在采访中表示,微型车企业要在高成本与求生存之间进行选择,上去的话成本就高了,下去的话就没有活路了。\n接下来,很可能你会看到这样的市场情形——国产车企生产的微型纯电动汽车,和“老头乐”开始抢市场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120945346,"gmtCreate":1624293839185,"gmtModify":1631889672332,"author":{"id":"3576405243338366","authorId":"3576405243338366","name":"rocat","avatar":"https://static.tigerbbs.com/e537c7a4cf09b6014ec1c1754eac4da9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576405243338366","authorIdStr":"3576405243338366"},"themes":[],"htmlText":". 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","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120945346","repostId":"1131452883","repostType":4,"repost":{"id":"1131452883","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624290305,"share":"https://www.laohunote.com/m/news/1131452883?lang=&edition=full","pubTime":"2021-06-21 23:45","market":"us","language":"zh","title":"火花思维提交在美IPO申请,一季度营收增长202.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131452883","media":"老虎资讯综合","summary":"据美国证券交易委员会文件:火花思维教育科技公司提交在美IPO申请,拟筹资达1亿美元,寻求在纳斯达克上市,股票代码为SPRK。\n招股书显示,火花思维2019年营收为1.95亿元,2020年营收为11.7","content":"<p>据美国证券交易委员会文件:火花思维教育科技公司提交在美IPO申请,拟筹资达1亿美元,寻求在纳斯达克上市,股票代码为SPRK。</p>\n<p>招股书显示,火花思维2019年营收为1.95亿元,2020年营收为11.74亿元,年比增幅为502.1%;火花思维在2019年的净亏损为7.71亿元,2020年净亏损9.52亿元,近两年累计亏损17.23亿元。</p>\n<p>截止3月31日的第一季度,火花思维营收为4.54亿元,同比增长202.7%。一季度,火花思维净亏损为3.74亿元,同比2020年第一季度扩大78.95%。</p>\n<p>亏损主要来自于销售及市场营销费用支出的快速增长。招股书显示,2019年火花思维的销售及市场营销费用、研发费用和一般行政管理支出费用分别是2.36亿元、2.4亿元及1.28亿元;2020年,这三项支出分别是7.98亿元、3.27亿元和1.78亿元。</p>\n<p>2021年第一季度,火花思维的销售及市场营销费用支出为3.43亿元,同比2020年第一季度增长203.5%。研发投入为1.44亿元,同比2020年第一季度增长107.7%。</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>火花思维提交在美IPO申请,一季度营收增长202.7%</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n火花思维提交在美IPO申请,一季度营收增长202.7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-21 23:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据美国证券交易委员会文件:火花思维教育科技公司提交在美IPO申请,拟筹资达1亿美元,寻求在纳斯达克上市,股票代码为SPRK。</p>\n<p>招股书显示,火花思维2019年营收为1.95亿元,2020年营收为11.74亿元,年比增幅为502.1%;火花思维在2019年的净亏损为7.71亿元,2020年净亏损9.52亿元,近两年累计亏损17.23亿元。</p>\n<p>截止3月31日的第一季度,火花思维营收为4.54亿元,同比增长202.7%。一季度,火花思维净亏损为3.74亿元,同比2020年第一季度扩大78.95%。</p>\n<p>亏损主要来自于销售及市场营销费用支出的快速增长。招股书显示,2019年火花思维的销售及市场营销费用、研发费用和一般行政管理支出费用分别是2.36亿元、2.4亿元及1.28亿元;2020年,这三项支出分别是7.98亿元、3.27亿元和1.78亿元。</p>\n<p>2021年第一季度,火花思维的销售及市场营销费用支出为3.43亿元,同比2020年第一季度增长203.5%。研发投入为1.44亿元,同比2020年第一季度增长107.7%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7186383295e35dbeed76b7df4bae0d3b","relate_stocks":{".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131452883","content_text":"据美国证券交易委员会文件:火花思维教育科技公司提交在美IPO申请,拟筹资达1亿美元,寻求在纳斯达克上市,股票代码为SPRK。\n招股书显示,火花思维2019年营收为1.95亿元,2020年营收为11.74亿元,年比增幅为502.1%;火花思维在2019年的净亏损为7.71亿元,2020年净亏损9.52亿元,近两年累计亏损17.23亿元。\n截止3月31日的第一季度,火花思维营收为4.54亿元,同比增长202.7%。一季度,火花思维净亏损为3.74亿元,同比2020年第一季度扩大78.95%。\n亏损主要来自于销售及市场营销费用支出的快速增长。招股书显示,2019年火花思维的销售及市场营销费用、研发费用和一般行政管理支出费用分别是2.36亿元、2.4亿元及1.28亿元;2020年,这三项支出分别是7.98亿元、3.27亿元和1.78亿元。\n2021年第一季度,火花思维的销售及市场营销费用支出为3.43亿元,同比2020年第一季度增长203.5%。研发投入为1.44亿元,同比2020年第一季度增长107.7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164269653,"gmtCreate":1624208391772,"gmtModify":1631889672336,"author":{"id":"3576405243338366","authorId":"3576405243338366","name":"rocat","avatar":"https://static.tigerbbs.com/e537c7a4cf09b6014ec1c1754eac4da9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576405243338366","authorIdStr":"3576405243338366"},"themes":[],"htmlText":"Ok//<a href=\"https://laohu8.com/U/4087128100298440\">@SIONGBENG</a>: Good","listText":"Ok//<a href=\"https://laohu8.com/U/4087128100298440\">@SIONGBENG</a>: Good","text":"Ok//@SIONGBENG: Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164269653","repostId":"1166679093","repostType":4,"repost":{"id":"1166679093","kind":"news","pubTimestamp":1624065234,"share":"https://www.laohunote.com/m/news/1166679093?lang=&edition=full","pubTime":"2021-06-19 09:13","market":"us","language":"en","title":"3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1166679093","media":"fool","summary":"Meme stocks have been all the rage so far this year. That's understandable, with several of them del","content":"<p>Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.</p>\n<p>However, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.</p>\n<p>AMC Entertainment</p>\n<p><b>AMC Entertainment</b>(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.</p>\n<p>The consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.</p>\n<p>But isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.</p>\n<p>However, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.</p>\n<p>Clover Health Investments</p>\n<p>Only a few days ago, it looked like <b>Clover Health Investments</b>(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.</p>\n<p>Since the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.</p>\n<p>Clover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.</p>\n<p>Still, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.</p>\n<p>Sundial Growers</p>\n<p>At one point earlier this year, <b>Sundial Growers</b>(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.</p>\n<p>Analysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.</p>\n<p>There certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.</p>\n<p>Sundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.</p>\n<p>However, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the <b>Nasdaq</b> stock exchange.</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>3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 09:13 GMT+8 <a href=https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/><strong>fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.\nHowever, what goes up can come down. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDL":"SNDL Inc.","AMC":"AMC院线","CLOV":"Clover Health Corp"},"source_url":"https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166679093","content_text":"Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.\nHowever, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.\nAMC Entertainment\nAMC Entertainment(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.\nThe consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.\nBut isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.\nHowever, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.\nClover Health Investments\nOnly a few days ago, it looked like Clover Health Investments(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.\nSince the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.\nClover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.\nStill, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.\nSundial Growers\nAt one point earlier this year, Sundial Growers(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.\nAnalysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.\nThere certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.\nSundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.\nHowever, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the Nasdaq stock exchange.","news_type":1},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164269198,"gmtCreate":1624208377814,"gmtModify":1631889672338,"author":{"id":"3576405243338366","authorId":"3576405243338366","name":"rocat","avatar":"https://static.tigerbbs.com/e537c7a4cf09b6014ec1c1754eac4da9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576405243338366","authorIdStr":"3576405243338366"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164269198","repostId":"1156696708","repostType":4,"repost":{"id":"1156696708","kind":"news","pubTimestamp":1624063306,"share":"https://www.laohunote.com/m/news/1156696708?lang=&edition=full","pubTime":"2021-06-19 08:41","market":"us","language":"en","title":"Dow falls more than 500 points to close out its worst week since October","url":"https://stock-news.laohu8.com/highlight/detail?id=1156696708","media":"cnbc","summary":"Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since Octob","content":"<div>\n<p>Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Dow falls more than 500 points to close out its worst week since October</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow falls more than 500 points to close out its worst week since October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 08:41 GMT+8 <a href=https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1156696708","content_text":"Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-chip average dropped 533.37 points, or 1.6%, to 33,290.08. TheS&P 500slid 1.3% to 4,166.45. Both the Dow and S&P 500 hit their session lows in the final minutes of trading and closed around those levels. TheNasdaq Compositeclosed 0.9% lower at 14,030.38. Economic comeback plays led the market losses.\nFor the week, the 30-stock Dow lost 3.5%. The S&P 500 and Nasdaq were down by 1.9% and 0.2%, respectively, week to date.\nSt. Louis Federal Reserve President Jim Bullardtold CNBC's \"Squawk Box\"on Friday it was natural for the Fed to tilt a little \"hawkish\" this week and that the first rate increase from the central bank would likely come in 2022. His comments came after the Fed on Wednesday added two rate hikes to its 2023 forecast and increased its inflation projection for the year, putting pressure on stock prices.\n\"The fear held by some investors is that if the Fed tightens policy sooner than expected to help cool inflationary pressures, this could weigh on future economic growth,\" Truist Advisory Services chief market strategist Keith Lerner said in a note. To be sure, he added it would be premature to give up on the so-called value trade right now.\nPockets of the market most sensitive to the economic rebound led the sell-off this week. The S&P 500 energy sector and industrials dropped 5.2% and 3.8%, respectively, for the week. Financials and materials meanwhile, lost more than 6% each. These groups had been market leaders this year on the back of the economic reopening.\nThe decline in stocks came as the Fed's actions caused a drastic flattening of the so-called Treasury yield curve. This means the yields of shorter-duration Treasurys — like the 2-year note — rose while longer-duration yields like the benchmark 10-year declined. The retreat in long-dated bond yields reflects less optimism toward economic growth, while the jump in short-end yields shows the expectations of the Fed raising rates.\nThis phenomenon hurt bank stocks particularly as their earnings could take a hit when the spread between short-term and long-term rates narrows. Bank of America and JPMorgan Chase shares on Friday lost more than 2% each. Citigroup fell by 1.8%, posting its 12th straight daily decline.\nFed Chairman Jerome Powell said Wednesday that officials have discussed tapering bond buying and would at some point begin slowing the asset purchases.\n\"This week's first whiff of an eventual change in Fed policy was a reminder that emergency monetary conditions and the free-money era will ultimately end,\" strategists at MRB Partners wrote in a note. \"We expect a series of incremental retreats from the Fed's benign inflation outlook in the coming months.\"\nCommodity prices were underpressure this weekas China attempted to cool rising prices and as the U.S. dollar strengthens. Copper, gold and platinum fell once again on Friday.\nFriday also coincided with the quarterly \"quadruple witching\" in which options and futures on indexes and equities expire. This event may have contributed to more volatile trading during the session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163221889,"gmtCreate":1623886756441,"gmtModify":1631889672340,"author":{"id":"3576405243338366","authorId":"3576405243338366","name":"rocat","avatar":"https://static.tigerbbs.com/e537c7a4cf09b6014ec1c1754eac4da9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576405243338366","authorIdStr":"3576405243338366"},"themes":[],"htmlText":"Hi ","listText":"Hi ","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163221889","repostId":"1199737134","repostType":4,"repost":{"id":"1199737134","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623885157,"share":"https://www.laohunote.com/m/news/1199737134?lang=&edition=full","pubTime":"2021-06-17 07:12","market":"us","language":"en","title":"Musk-Touted CureVac Loses 49% of Value After Vaccine Setback","url":"https://stock-news.laohu8.com/highlight/detail?id=1199737134","media":"Tiger Newspress","summary":"Company plunges After Covid Shot Falls Short With 47% Efficacy\nEffectiveness is far below that seen ","content":"<ul>\n <li>Company plunges After Covid Shot Falls Short With 47% Efficacy</li>\n <li>Effectiveness is far below that seen with other mRNA vaccines</li>\n</ul>\n<p>CureVac NV shares plunged after a preliminary analysis of a large study muddied by the spread of virus variants found its Covid-19 vaccine was 47% effective, well short of the high bar set by other messenger RNA shots.</p>\n<p>The interim analysis of data from about 40,000 volunteers included 134 Covid cases, the German company said in a statement. CureVac declined to say how many who got the shot got sick or how many received a placebo. But the results suggest the vaccine works less well for older people than in a younger population, Chief Technology Officer Mariola Fotin-Mleczek said in an interview Wednesday.</p>\n<p>Though preliminary, the results throw the future of the vaccine into question as wealthy nations around the world move swiftly to inoculate their populations with shots already available. Still, CureVac will finish its trial and plans to gain approval, Chief Executive Officer Franz-Werner Haas said.</p>\n<p>“There is a huge need for vaccine, and I think we can still make a contribution,” Haas said.</p>\n<p>The company’s shares fell more than 49% in post-market trading after being up 17% this year through Wednesday’s close.</p>\n<p><img src=\"https://static.tigerbbs.com/d6ec3f2e05cfbc6c7d87c3fa174f459c\" tg-width=\"1302\" tg-height=\"663\"></p>\n<p>In April, Elon Musk tweeted about CureVac, which Tesla Inc. has partnered with on a vaccine printer,saying it “sounds like they’re a few months away from regulatory approval.” He added that “a tidal wave of vaccine is coming this summer.” He later deleted the tweet.</p>\n<p>The shot could be a boost in the developing world, since it doesn’t require the deep freezing needed for other Covid shots. Partly owned by the German government, CureVac has forged partnerships with Bayer AG,GlaxoSmithKline Plc and the U.K. government aimed at speeding production of its shot and future versions that will target mutated strains.</p>\n<p>The data comes as the world is at something of a crossroads in the Covid fight, with global infections falling even as outbreaks in places with less access to vaccines serve as a reminder that the pandemic is far from over. The wealthiest countries have taken an outsize share of the more than 2.4 billion shots administered so far.</p>\n<p>The proliferation of variants in the CureVac trial is testimony to how the pandemic has changed since the first large vaccine clinical trials were run last year.</p>\n<p><b>Genetic Sequencing</b></p>\n<p>CureVac’s researchers genetically sequenced 124 of the 134 cases they included in their analysis. Just one of the sequenced cases was due to the original SARS-CoV-2 virus first identified in Wuhan, China. The rest came from a range of variants, including 21% of cases attributable to a new variant called lambda that was first identified in Peru.</p>\n<p>TheWorld Health Organization added lambda to its watchlist as a variant of interest on Monday.</p>\n<p>Some 57% of the Covid cases in the study were due to so-called variants of concern, the four variants that the World Health Organization has deemed the most worrying. Most of these -- about 41% of all the cases -- were due to the alpha variant first observed in the U.K., CureVac said.</p>\n<p>That variant is now the most common in the U.S., and other vaccines, including shots from Pfizer Inc. and BioNTech SE as well as Novavax Inc., have shown themselves effective against it. CureVac didn’t release detailed data about how its shot performed against each of the variants.</p>\n<p><b>Final Readout</b></p>\n<p>More details will emerge in the final readout of the study, which will include more than 200 Covid cases and could come within two or three weeks, CureVac said.</p>\n<p>Like the shots from Moderna Inc. and the Pfizer-BioNtech alliance, CureVac’s vaccine relies on mRNA, enlisting the body’s own cells as vaccine factories. Unproven until last year, the technology has now catapulted to the forefront of the global fight against Covid.</p>\n<p>CureVac’s shot, though, is subtly different than its competitors, because it uses an unmodified form of mRNA.</p>\n<p>CureVac has said it plans to supply 300 million vaccine doses this year, enough to immunize 150 million people. Together with partners, it has said it will supply more than 1 billion doses in 2022.</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>Musk-Touted CureVac Loses 49% of Value After Vaccine Setback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk-Touted CureVac Loses 49% of Value After Vaccine Setback\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-17 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Company plunges After Covid Shot Falls Short With 47% Efficacy</li>\n <li>Effectiveness is far below that seen with other mRNA vaccines</li>\n</ul>\n<p>CureVac NV shares plunged after a preliminary analysis of a large study muddied by the spread of virus variants found its Covid-19 vaccine was 47% effective, well short of the high bar set by other messenger RNA shots.</p>\n<p>The interim analysis of data from about 40,000 volunteers included 134 Covid cases, the German company said in a statement. CureVac declined to say how many who got the shot got sick or how many received a placebo. But the results suggest the vaccine works less well for older people than in a younger population, Chief Technology Officer Mariola Fotin-Mleczek said in an interview Wednesday.</p>\n<p>Though preliminary, the results throw the future of the vaccine into question as wealthy nations around the world move swiftly to inoculate their populations with shots already available. Still, CureVac will finish its trial and plans to gain approval, Chief Executive Officer Franz-Werner Haas said.</p>\n<p>“There is a huge need for vaccine, and I think we can still make a contribution,” Haas said.</p>\n<p>The company’s shares fell more than 49% in post-market trading after being up 17% this year through Wednesday’s close.</p>\n<p><img src=\"https://static.tigerbbs.com/d6ec3f2e05cfbc6c7d87c3fa174f459c\" tg-width=\"1302\" tg-height=\"663\"></p>\n<p>In April, Elon Musk tweeted about CureVac, which Tesla Inc. has partnered with on a vaccine printer,saying it “sounds like they’re a few months away from regulatory approval.” He added that “a tidal wave of vaccine is coming this summer.” He later deleted the tweet.</p>\n<p>The shot could be a boost in the developing world, since it doesn’t require the deep freezing needed for other Covid shots. Partly owned by the German government, CureVac has forged partnerships with Bayer AG,GlaxoSmithKline Plc and the U.K. government aimed at speeding production of its shot and future versions that will target mutated strains.</p>\n<p>The data comes as the world is at something of a crossroads in the Covid fight, with global infections falling even as outbreaks in places with less access to vaccines serve as a reminder that the pandemic is far from over. The wealthiest countries have taken an outsize share of the more than 2.4 billion shots administered so far.</p>\n<p>The proliferation of variants in the CureVac trial is testimony to how the pandemic has changed since the first large vaccine clinical trials were run last year.</p>\n<p><b>Genetic Sequencing</b></p>\n<p>CureVac’s researchers genetically sequenced 124 of the 134 cases they included in their analysis. Just one of the sequenced cases was due to the original SARS-CoV-2 virus first identified in Wuhan, China. The rest came from a range of variants, including 21% of cases attributable to a new variant called lambda that was first identified in Peru.</p>\n<p>TheWorld Health Organization added lambda to its watchlist as a variant of interest on Monday.</p>\n<p>Some 57% of the Covid cases in the study were due to so-called variants of concern, the four variants that the World Health Organization has deemed the most worrying. Most of these -- about 41% of all the cases -- were due to the alpha variant first observed in the U.K., CureVac said.</p>\n<p>That variant is now the most common in the U.S., and other vaccines, including shots from Pfizer Inc. and BioNTech SE as well as Novavax Inc., have shown themselves effective against it. CureVac didn’t release detailed data about how its shot performed against each of the variants.</p>\n<p><b>Final Readout</b></p>\n<p>More details will emerge in the final readout of the study, which will include more than 200 Covid cases and could come within two or three weeks, CureVac said.</p>\n<p>Like the shots from Moderna Inc. and the Pfizer-BioNtech alliance, CureVac’s vaccine relies on mRNA, enlisting the body’s own cells as vaccine factories. Unproven until last year, the technology has now catapulted to the forefront of the global fight against Covid.</p>\n<p>CureVac’s shot, though, is subtly different than its competitors, because it uses an unmodified form of mRNA.</p>\n<p>CureVac has said it plans to supply 300 million vaccine doses this year, enough to immunize 150 million people. Together with partners, it has said it will supply more than 1 billion doses in 2022.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVAC":"CureVac B.V."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199737134","content_text":"Company plunges After Covid Shot Falls Short With 47% Efficacy\nEffectiveness is far below that seen with other mRNA vaccines\n\nCureVac NV shares plunged after a preliminary analysis of a large study muddied by the spread of virus variants found its Covid-19 vaccine was 47% effective, well short of the high bar set by other messenger RNA shots.\nThe interim analysis of data from about 40,000 volunteers included 134 Covid cases, the German company said in a statement. CureVac declined to say how many who got the shot got sick or how many received a placebo. But the results suggest the vaccine works less well for older people than in a younger population, Chief Technology Officer Mariola Fotin-Mleczek said in an interview Wednesday.\nThough preliminary, the results throw the future of the vaccine into question as wealthy nations around the world move swiftly to inoculate their populations with shots already available. Still, CureVac will finish its trial and plans to gain approval, Chief Executive Officer Franz-Werner Haas said.\n“There is a huge need for vaccine, and I think we can still make a contribution,” Haas said.\nThe company’s shares fell more than 49% in post-market trading after being up 17% this year through Wednesday’s close.\n\nIn April, Elon Musk tweeted about CureVac, which Tesla Inc. has partnered with on a vaccine printer,saying it “sounds like they’re a few months away from regulatory approval.” He added that “a tidal wave of vaccine is coming this summer.” He later deleted the tweet.\nThe shot could be a boost in the developing world, since it doesn’t require the deep freezing needed for other Covid shots. Partly owned by the German government, CureVac has forged partnerships with Bayer AG,GlaxoSmithKline Plc and the U.K. government aimed at speeding production of its shot and future versions that will target mutated strains.\nThe data comes as the world is at something of a crossroads in the Covid fight, with global infections falling even as outbreaks in places with less access to vaccines serve as a reminder that the pandemic is far from over. The wealthiest countries have taken an outsize share of the more than 2.4 billion shots administered so far.\nThe proliferation of variants in the CureVac trial is testimony to how the pandemic has changed since the first large vaccine clinical trials were run last year.\nGenetic Sequencing\nCureVac’s researchers genetically sequenced 124 of the 134 cases they included in their analysis. Just one of the sequenced cases was due to the original SARS-CoV-2 virus first identified in Wuhan, China. The rest came from a range of variants, including 21% of cases attributable to a new variant called lambda that was first identified in Peru.\nTheWorld Health Organization added lambda to its watchlist as a variant of interest on Monday.\nSome 57% of the Covid cases in the study were due to so-called variants of concern, the four variants that the World Health Organization has deemed the most worrying. Most of these -- about 41% of all the cases -- were due to the alpha variant first observed in the U.K., CureVac said.\nThat variant is now the most common in the U.S., and other vaccines, including shots from Pfizer Inc. and BioNTech SE as well as Novavax Inc., have shown themselves effective against it. CureVac didn’t release detailed data about how its shot performed against each of the variants.\nFinal Readout\nMore details will emerge in the final readout of the study, which will include more than 200 Covid cases and could come within two or three weeks, CureVac said.\nLike the shots from Moderna Inc. and the Pfizer-BioNtech alliance, CureVac’s vaccine relies on mRNA, enlisting the body’s own cells as vaccine factories. Unproven until last year, the technology has now catapulted to the forefront of the global fight against Covid.\nCureVac’s shot, though, is subtly different than its competitors, because it uses an unmodified form of mRNA.\nCureVac has said it plans to supply 300 million vaccine doses this year, enough to immunize 150 million people. Together with partners, it has said it will supply more than 1 billion doses in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}