by 都说不易
<p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">这一切缘起于在三年前的一时兴起,最初的想法就是跟大家一起读一些我感兴趣的上市公司的年报。所以这个节目起的名字就是《我来陪你读年报》,就这么一做就做了三年的时间。我与很多开公众号的大V不一样,我就是一个无名之人,一个最普通的赶路人……</p><p style="font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;color:#333333;font-weight:normal;text-align:justify;" data-flag="normal">也正因为如此,这些节目只是我自己投资过程的一个记录。这里面毫无修饰地记录了我对每一家企业,每一个行业的了解和认知的过程。我只是把这里作为我个人的一个小花园,我没意愿要做到多大的影响,没意愿在这上面赚钱,也没意愿与别人争论什么原则问题。所以我不会发雪球,因为纷争太多;所以我不接推广,因为收人的钱就要替人办事;所以我从来不要求朋友帮我点赞转发,因为根本没必要。</p><span><br /></span><p style="font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;color:#333333;font-weight:normal;text-align:justify;" data-flag="normal">所以在这里我敬告各位朋友:</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">1、本专辑纯属我个人的投资和学习的记录。</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>2、我认为投资最不需要的就是大众的认同,如果没点独立的想法,没点看上去有点固执的坚持,根本就别想继续在这个投资市场生存下去,大家也没必要听我在那里说一些陈词滥调。</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>3、<span>本人不寻求任何形式的商业合作,如果我投资做好了,也真不差这点钱。</span></span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>4、有些听众朋友认为我脾气不好,没点“客户体验”的意识,说话不好听有口音等等问题,请直接参考第一、第二和第三条。</span></p><p style="font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;color:#333333;font-weight:normal;text-align:justify;" data-flag="normal">5、这个专辑只是简单说一说那些我感兴趣的上市公司,不涉及荐股及任何的投资建议,请独立思考!</p>
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🇨🇳
Publishing Since
1/7/2019
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April 21, 2025
<p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">在本期播客中,我们深入探讨了分众传媒以83亿人民币收购新潮传媒的重大交易。这笔交易不仅是电梯广告行业的重大合并,更可能重塑市场格局。两家公司的市占率合并后将超过80%,引发了对未来竞争的担忧。收购后,新潮的创始人将担任分众的首席增长官,双方将利用各自的资源和技术提升市场能力。虽然这一并购带来了协同效应,但也存在商誉减值风险。本期节目为您解析这一行业变局的深远影响。</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">00:02:08:分众传媒收购新潮传媒:电梯广告市场的垄断格局形成</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">00:04:09:电梯广告市场垄断格局形成,分众传媒与新潮传媒市占率超过80%</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">00:06:13:新潮传媒与分众传媒的协同效应:户外广告市场的霸主地位</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">00:08:16:分众传媒与新潮传媒合并,排名首位,市场份额达百分之十七</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">00:10:16:分众传媒与新潮传媒并购:电梯媒体行业加速转型升级</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">00:12:18:分众传媒收购新潮传媒:重要的意义与影响分析</p>
April 17, 2025
<p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>对于中炬高新,我个人是作为一个困境反转的方向去投资的。而在这几天,也看到很多耸人听闻的标题说,比如说“业绩腰斩后,中炬高新请来谢霆锋”。我个人对这一类型的标题党是极不感冒,中炬高新真的爆雷了?业绩腰斩了吗?那今天,我们一起讲一讲中炬高新的2024年度报告……</span></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><img data-key="0" src="http://imagev2.xmcdn.com/storages/9dbb-audiofreehighqps/39/AF/GKwRIJIL1t9PAACS5gOZhfw4.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" alt="" data-origin="http://imagev2.xmcdn.com/storages/9dbb-audiofreehighqps/39/AF/GKwRIJIL1t9PAACS5gOZhfw4.png?op_type=0" data-large="http://imagev2.xmcdn.com/storages/9dbb-audiofreehighqps/39/AF/GKwRIJIL1t9PAACS5gOZhfw4.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" data-large-width="750" data-large-height="413.75291375291374" data-preview="http://imagev2.xmcdn.com/storages/9dbb-audiofreehighqps/39/AF/GKwRIJIL1t9PAACS5gOZhfw4.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_small" data-preview-width="140" data-preview-height="77.23387723387724"><br></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><img data-key="1" src="http://imagev2.xmcdn.com/storages/2578-audiofreehighqps/F3/5D/GAqh1QQL1t9ZAACaVAOZhgdh.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" alt="" data-origin="http://imagev2.xmcdn.com/storages/2578-audiofreehighqps/F3/5D/GAqh1QQL1t9ZAACaVAOZhgdh.png?op_type=0" data-large="http://imagev2.xmcdn.com/storages/2578-audiofreehighqps/F3/5D/GAqh1QQL1t9ZAACaVAOZhgdh.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" data-large-width="750" data-large-height="416.8604651162791" data-preview="http://imagev2.xmcdn.com/storages/2578-audiofreehighqps/F3/5D/GAqh1QQL1t9ZAACaVAOZhgdh.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_small" data-preview-width="140" data-preview-height="77.8139534883721"><br></p>
April 13, 2025
<p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">在本期播客中,我们深入探讨了潍柴动力2024年度报告……</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><img data-key="0" src="http://imagev2.xmcdn.com/storages/bb43-audiofreehighqps/57/48/GKwRIMALzm9SAABKzgOUi2pa.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" alt="" data-origin="http://imagev2.xmcdn.com/storages/bb43-audiofreehighqps/57/48/GKwRIMALzm9SAABKzgOUi2pa.png?op_type=0" data-large="http://imagev2.xmcdn.com/storages/bb43-audiofreehighqps/57/48/GKwRIMALzm9SAABKzgOUi2pa.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" data-large-width="750" data-large-height="328.9473684210526" data-preview="http://imagev2.xmcdn.com/storages/bb43-audiofreehighqps/57/48/GKwRIMALzm9SAABKzgOUi2pa.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_small" data-preview-width="140" data-preview-height="61.40350877192982"><br></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><img data-key="1" src="http://imagev2.xmcdn.com/storages/23f1-audiofreehighqps/BB/95/GAqhqKwLzm9cAABJrgOUi3Kk.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" alt="" data-origin="http://imagev2.xmcdn.com/storages/23f1-audiofreehighqps/BB/95/GAqhqKwLzm9cAABJrgOUi3Kk.png?op_type=0" data-large="http://imagev2.xmcdn.com/storages/23f1-audiofreehighqps/BB/95/GAqhqKwLzm9cAABJrgOUi3Kk.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" data-large-width="750" data-large-height="328.9473684210526" data-preview="http://imagev2.xmcdn.com/storages/23f1-audiofreehighqps/BB/95/GAqhqKwLzm9cAABJrgOUi3Kk.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_small" data-preview-width="140" data-preview-height="61.40350877192982"><br></p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">00:02:09:潍柴动力:2024年财报分析,资产总额达190.85亿,净利润创新高!</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">00:04:11:潍柴动力:业绩同比增长26.5%,展现强大市场韧性与活力!</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">00:06:12:潍柴动力:海外销售占比超六成,数据中心订单增长148%</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">00:08:12:潍柴动力:跨入新能源时代的综合性发动机集团</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">00:10:15:潍柴动力:新能源动力总成和氢燃料电池技术的突破与布局</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">00:12:15:潍柴动力:氢燃料电池技术和混动技术的商业化应用推动环保物流运输发展</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">00:14:17:面对竞争挑战,潍柴动力在国内市场强者如林的环境中迎接新的机遇!</p><p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">00:16:21:潍柴动力:全球化战略带来的机遇与挑战</p>
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