Sina Finance
|
Sina homepage
|
Sina Navigation
Column homepage
Opinion leader
Exclusive column
Hot Comments on China
Overseas wind
North America
Investment and Financing
shares
fund
US stocks
conduct financial transactions
Hong Kong shares
bank
Insurance
futures
gold
foreign exchange
50 people in China's economy
Chief said
Arhat Hall
Author Library
special column
-
Hong Kong Stock Column
Li Mingen
Li Mingen: Shunfeng, the leader of the fast-growing track in the instant matching industry, will enjoy a 94% increase in gross profit in 2023, which is expected to benefit from the sinking dividend
Li Mingen
New retail boosts the high growth of instant delivery business, and the prospect of third-party instant delivery platform looks good
In the new economy industry related to consumption, the market scale of e-commerce and catering delivery is still growing, but the competition pattern has basically settled. Several giants have occupied most of the shares, and the wealth creation movement has basically ended.
Now, the instant retail (non meal) industry is growing rapidly.
It is predicted by data that the scale will reach 400 billion yuan in 2022, the market will exceed trillion yuan in the middle of five years, and the compound annual growth rate will reach 18%.
Li Mingen
Li Mingen: Meitu Life entertainment scene paid users increased productivity by 60%, and seven AIGC image tools were introduced in the scene, Adobe in China
Adobe, an international digital image and text processing software giant with a market value of 238 billion US dollars, also joined AIGC in March this year and launched Adobe Firefly, an AI tool for image generation.
The future development of Meitu may become the Chinese version of Adobe.
The conversion rate of Meitu's current subscription users is only about 3% compared with the monthly live users. The follow-up potential is still very large, and the cost of acquiring customers is extremely low.
In the future, Metu will make efforts at both ends of the life entertainment scene and productivity scene, and the conversion rate of charges will gradually increase, with a promising future.
Li Mingen
Li Mingen: Both revenue and net profit of Ostar Life Technology in 2022 underestimated that the company is worth layout
Looking forward to the industry where Ostar Life Technology is located, it is expected that the future prosperity will be quite high, and the capital expenditure investment of projects suspended due to the epidemic situation and pending projects is expected to restart.
Li Mingen
Shunfeng in the same city: the profit progress is better than expected and will continue to grow in 23 years
Li Mingen
Baifu Global: Its revenue exceeded 8 billion for the first time in 22 years, exceeding the expected development
Li Mingen
Baifu Global: the trend of non cash payment has become one of the listed Shanghai Stock Connect, and the investment value is more prominent than that of peers
Weilong: The leading position of consumption of hot and casual food is highlighted
Li Mingen
Tiangong International: adjust the new growth engine of effective powder metallurgy and titanium alloy
Li Mingen
Zhongji Anruike: Long term Logic of Hydrogen Energy Scarcity
Li Mingen
Baifu Global: Android and SAAS are growth engine valuation attraction
Renheng: medium-term profitability, repayment in advance and asset light model
Luo Xueming
On the cultural security of the HSI at 21500 points in the short term
Li Mingen
Kangchen Pharmaceutical: Implementing ESG brings new options to institutional investors
Luo Xueming
Hang Seng Index has investment allocation value, on public emergencies
Luo Xueming
There is a big chance for the HSI to turn upside down. A brief talk on food security
Li Mingen
Jingxin Communication's cash flow is meeting the profit turning point
Luo Xueming
Hang Seng Index is expected to consolidate the market with shocks and talk about financial globalization
Luo Xueming
Hong Kong shares will continue to rise after periodic adjustment for a short time
Luo Xueming
Hong Kong shares have finished bottoming out, and the future direction is upward
Loading
Column Search
Hot tags
Please scan for mobile phone reading
WeChat QR code
Weibo follow
Contribution
Contact editor
Ai Lao
Chief commentator and senior investor of Sina Finance.
Li Delin
A famous financial writer, and the host of "Derin Bangyu".
Three minutes
Wu Xiaobo
Financial writer.
This column is Wu Xiaobo's WeChat official account "Wu Xiao..."
Xiang Oda
Born in the southwest of Hubei Province.
His works are funny and humorous
Selected biographies
Cooperate with the publishing house to regularly launch the serial publication of celebrity biographies
Chen Zhilong
The Yangtze River Delta Economic and Social Development Research Center of Nanjing University
Li Guangdou
The first Chinese brand, CCTV brand consultant, famous
Guan Qingyou
President of Minsheng Securities Research Institute
Li Daokui
Member of the 11th CPPCC National Committee, Chairman of the Finance Department of Tsinghua University
Wu Guoping
Financial critics, Sunshine Private Equity Fund Manager, financial category best-selling
Peng Lin
After graduating from Peking University, he went to Hong Kong to study, worked for many years, and experienced the country closely
Wu Jinglian
Famous economist, researcher of the Development Research Center of the State Council.
Hao Qian
Head of Sina Finance Europe.
After more than ten years of work, I have changed my life from the society
Hong Hao
Managing Director and Chief Strategist of BOCOM International.
CFA,
Graduation
RIH session
Senior financial media person, founder of RIH Investment Reading Conference, quantitative investment
Jiang Rushan
Chief economist of Hong Kong Global Economic News Agency, Harvard University
Lin Yifu
Famous economist, honorary president of the National Development Research Institute of Peking University
Xiao Lei
Financial columnist
Liang Haiming
Director of the Research Department and expert member of the "Belt and Road" 100 People Forum
Benny
He used to work in domestic law firms, investment banks and PE institutions, and now he is in Hong Kong
LinkedIn
Professional social networking site
http://www.linkedin.com/
Yu Jian
Crisis management expert, public relations director of foreign enterprises, China Port Association
Liu Chuanzhi
Famous Chinese entrepreneur, investor, chairman of Lenovo Holdings
Zhang Weiying
Former Dean of Guanghua School of Management, Peking University, Professor of Economics
Xu Biao
Chief strategic analyst of Huatai Securities, welcome to follow the WeChat public
Liu Qiang
Ruilin Jiachi (Beijing), the author of "The Story of the Great Futures Writers"
Zhou Qiren
Professor, doctoral advisor, president of the National Development Research Institute of Peking University.