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“泡泡玛特“还能搞多大?
集思录· 2025-06-16 14:24
前些年就听说了其盲盒经济搞得蛮好,但想着也是一阵风,不会持久。 想不到啊!想不到!现在搞得满世界皆知啦! 这两天各大电台电视台都在报道关注啊! 再看其港股价格,更是一路直上云霄! 不知道这家公司还会搞得多大呢? zoetina52 每一代人都有每一代人的邮票。 huxj2015 想起当年的集邮,花了近万元..........不如儿子花1000元买的1.25312枚比特币..........目前价 值差数百倍...........世事难料啊。 成智雷 小时候,小店门前的1元转卡机,投1元硬币进去会出一张圣斗士闪卡,小时候没钱,喜欢的 卡没钱买,只能站在旁边看别小朋友抽,后来长大了,工作了,就开始了童年报复性补偿。 拼命的收集30年前的圣斗士老卡,150一张,也会买,再后来一买买了5位数,才停手,现在 这些卡放在角落里积灰,也就这样了,卖都卖不掉。 泡泡玛特其实也一样,价格就是买家觉得是这个价,卖家也觉得是这个价,大家都觉得是这 个价还会涨,那么就会炒上去。大家都觉得不是这个价了,没人要了,那价格就会降下来。 童年的情怀补了,钱花了,也就那样了,商家的饥饿营销,让人们得不到的永远在骚动。 知足即是幸福 烈火烹油, ...
17日投资提示:财通转债,瑞达转债提议下修
集思录· 2025-06-16 14:24
Core Viewpoint - The article discusses the upcoming subscription for Guangxin Technology and the speculative nature of its potential stock performance, highlighting differing opinions on expected returns and market behavior [1]. Group 1: Guangxin Technology Subscription - Guangxin Technology is set to be subscribed, with discussions around the expected performance of its stock post-listing [1]. - Some market participants believe that the stock price needs to exceed 50 yuan for investors to break even, indicating a 400% increase from the issue price of 10 yuan [1]. Group 2: Market Reactions and Speculations - There are reports of intermediaries offering 0.19% returns for acquiring subscription accounts, suggesting a high level of speculation in the market [1]. - The optimistic projection that 200 shares of Guangxin Technology could yield over 8000 yuan raises questions about the realism of such expectations [1]. Group 3: Related Corporate Actions - Financial instruments such as Caotong Convertible Bonds and Ruida Convertible Bonds are proposed for down adjustment by their boards [1]. - Aggregation Shun has received a warning from the Zhejiang Securities Regulatory Commission for misusing raised funds for financial management [1]. - Dongfang Shenghong's controlling shareholder plans to increase its stake in the company by 500 million to 1 billion yuan [1].
16日投资提示:宏辉果蔬拟变更控股股东,股票及可转债复牌
集思录· 2025-06-15 14:11
金丹转债:强赎 宏辉果蔬:控股股东拟变更为申泽瑞泰,公司股票及可转债复牌 ST声迅:拟2805万元收购中辰应急51%股权 回天新材:公司控股股东之一致行动人所持2.5%股份将被司法拍卖 安克转债,电化转债:【申购】 隆22转债:不下修 集思录(www.jisilu.cn)是一个以数据为本的投资理财社区,专注于新股、可转债、债券、封闭 基金等数据服务。我们的理念是在保证本金安全的前提下,使资产获得稳健增长。 快捷查询: 搜索公众号"jisilu8"添加我们 锡振转债:6月18日申购 关注集思录微信 特别提示 本文不构成任何投资建议,仅为信息分享。任何因本文导致的投资行为发生的亏损,本公众号 及作者概不承担任何责任。 ...
禁酒令,白酒何时止跌?
集思录· 2025-06-15 14:11
Core Viewpoint - The article discusses the impact of a recent alcohol ban in Anhui province on the liquor industry, particularly high-end brands like Moutai, and highlights the misconception that buying stocks supports the company rather than the previous shareholders [2][3][4]. Group 1: Alcohol Ban and Its Implications - The alcohol ban is seen as a response to fiscal constraints, with 40% of national fiscal spending allocated to public sector salaries and benefits [5]. - The ban has exacerbated existing challenges in the liquor industry, particularly for high-end brands, with Moutai's price dropping from a peak of 3,800 yuan to below 2,000 yuan [5][6]. - The demand for alcohol is declining, especially among younger generations who are less inclined to socialize and drink [9]. Group 2: Economic Context - The economic downturn and the real estate sector's struggles are fundamental issues affecting the liquor market [5]. - The article suggests that the alcohol ban is not the sole problem, as societal trends indicate a long-term decrease in alcohol consumption [8][9]. - The tax revenue from Moutai constitutes 57.8% of Guizhou's income, indicating the significant economic role of liquor companies [11]. Group 3: Investment Considerations - Some analysts suggest that the current market conditions may present a short-term buying opportunity for leading liquor brands, anticipating a rebound [16]. - The article emphasizes that the liquor industry may face prolonged challenges until weaker brands exit the market [16].
本周热点:暮然回首,牛市已在灯火阑珊处
集思录· 2025-06-13 11:36
牛市已经来了,很多人却浑然不知,甚至空仓。 今天和几个老哥在探讨股市,老哥A不相信会有牛市;老哥B说牛市快结束了,924那一波就 完事了;老哥C已清仓观望;而我坚定的说牛市在进行中。。。 牛市已经来了,很多人却浑然不知 https://www.jisilu.cn/question/510331 大家是如何度过工作压力最大的阶段的? https://www.jisilu.cn/question/510288 禁酒令,白酒何时止跌 https://www.jisilu.cn/question/510380 什么才是交易的最高境界? https://www.jisilu.cn/question/510280 关注集思录微信 特别提示 本文不构成任何投资建议,仅为信息分享。任何因本文导致的投资行为发生的亏损,本公众号 及作者概不承担任何责任。 集思录(www.jisilu.cn)是一个以数据为本的投资理财社区,专注于新股、可转债、债券、封闭 基金等数据服务。我们的理念是在保证本金安全的前提下,使资产获得稳健增长。 快捷查询: 搜索公众号"jisilu8"添加我们 ...
全职投资 VS 回职场兼职投资
集思录· 2025-06-13 11:36
Core Viewpoint - The individual is contemplating whether to continue full-time investing or accept a job offer from a state-owned enterprise, weighing the benefits of financial stability against the desire for personal freedom and investment opportunities [1][3]. Group 1: Investment Performance - The individual has been investing full-time for nearly a year, achieving an annualized return of approximately 11% in overseas accounts, while A-share investments yield around 5-10% [1]. - Despite having more time to research investment tools, the individual feels that full-time investing has only marginally improved annual investment performance by 2-4% [1]. Group 2: Employment Considerations - The job offer from the state-owned enterprise is valued at an annual salary of 700,000, which is about 65% of the previous foreign enterprise salary [1][2]. - The individual is hesitant to accept the job due to the significant salary reduction and the perception of a lack of job security in the current market, especially for older workers [2][3]. Group 3: Personal and Family Dynamics - The individual's spouse works in a state-owned enterprise and has expressed concerns about the stability of income from full-time investing compared to a regular job [2]. - The family has two children and owns two properties with a total value of approximately 10 million, which includes a 900,000 mortgage [2]. Group 4: Social and Psychological Factors - The individual experiences occasional boredom and isolation from full-time investing, highlighting the importance of social interaction and a structured work environment [2][3]. - There is a recognition that working in a corporate environment could provide social benefits and a sense of normalcy for the children, as well as alleviate family concerns about the individual's career choices [8].
学历贬值如何应对?
集思录· 2025-06-12 14:08
Group 1 - The consensus on the devaluation of academic qualifications is strengthening, with a growing belief that current education heavily relies on innate talent rather than just effort [1] - The proportion of individuals with undergraduate and graduate degrees is increasing, leading to a relative decline in demand for highly educated individuals, resulting in an oversupply [1][2] - The material conditions in China have improved significantly, making it difficult for individuals to starve, as industrial capacity is excessive and agricultural modernization is ongoing [1] Group 2 - In early education, it is important for children to explore various interests and develop mathematical thinking, without the pressure of excelling in every subject [1][2] - During middle school, it is crucial to assess a child's exam-taking abilities and character development, as these experiences are valuable for future challenges [2] - In high school, the focus should be on understanding social realities and engaging in various social activities, regardless of the type of high school attended [2][3] Group 3 - The future of ordinary civil service jobs may not be stable, and the nursing profession is noted for its demanding shift work [4][5] - The funeral industry is identified as a growing sector, while the field of cultural relic restoration remains less understood [6][7] Group 4 - The current education system is viewed as a zero-sum game, where success in exams is dependent on outperforming peers, contributing to the phenomenon of educational competition [8] - The perception that past generations had easier access to higher education is challenged, as historical data shows lower enrollment rates and higher competition [8][9] - High-density talent environments in companies lead to more efficient communication and problem-solving compared to low-density environments [8] Group 5 - The importance of attending the right educational institution is emphasized, as mismatched environments can hinder a child's development [9] - The concept of "high school migration" is discussed, where students may move to different provinces for better educational opportunities, particularly in western provinces [9][10] - The knowledge taught in schools is often outdated, but the ability to learn and think critically remains essential for personal and professional growth [10][11]
13日投资提示:益丰药房控股股东拟减持不超2%股份
集思录· 2025-06-12 14:08
Group 1 - Yifeng Pharmacy's controlling shareholder and concerted parties plan to reduce their holdings by no more than 2% of the company's shares [1] - Hengbang Co., Ltd. received a corrective measure decision from the Shandong Securities Regulatory Bureau for failing to timely disclose that the deputy general manager was subjected to criminal coercive measures [1] - Enjie Co., Ltd. shareholders plan to collectively reduce their holdings by no more than 1.19% of the company's shares [1] Group 2 - The convertible bonds of Wentai, Meijin, and Lezhi will not be adjusted [1] - CICC China Green Development Commercial REIT (180606) is open for subscription [1] - Hengshuai convertible bonds will be listed on June 17 [1]
12日投资提示:风语筑股东拟合计减持不超3%股份
集思录· 2025-06-11 13:13
Group 1 - The shareholder of Fengyuzhu plans to reduce its holdings by no more than 3% of the company's shares [1] - Tianqi Materials intends to invest approximately $280 million in building an electrolyte and raw materials base in Morocco [1] - Xingsen Technology plans to participate in the purchase of a 24% stake in its subsidiary Xinke Semiconductor [1] Group 2 - Dongshi Convertible Bonds will be suspended from trading on the Shanghai Stock Exchange starting June 20 due to the company's inability to complete rectification before the deadline [1] - The controlling shareholder, Dongfang Fashion Investment Co., Ltd., and its affiliates have returned 0 yuan of occupied funds [1] - The suspension period for the company's stock and Dongshi Convertible Bonds will not exceed 2 months [1]
胖东来为什么那么成功?
集思录· 2025-06-11 13:13
永辉能不能胖改成功的问题,我想不如直接搞清楚为什么胖东来那么成功?请教大家。 丘丘人炖史莱姆 1、做事厚道 2、打明牌 别看上面区区简单两条,中国95%企业你去看好了,都做不到这两点。 这也是为什么sam受人信任的同样原因: 也是这两条。 1、做事厚道 2、打明牌 可惜在这片土地,不知道为啥,总是有人觉得,做人或者做企业如果做到这两点,好像自己就亏 大发了。 不弄点套路,不弄点"技巧",不吃点"绝户",给你让点利, 浑身难受。 这真是一个好问题啊! 最近一年,我也在思考这个问题,我去了北京的山姆、新乡的胖东来、上海的开市客和奥乐齐, 中国最牛逼的线下零售,就这些了吧。 胖东来成为典型,与之对应的是商超的全行业亏损,电商对线下零售的冲击,经过了后疫情的时 代的严重通货紧缩,把大多数商超逼到了生死线。原来好超市和坏超市的差别在于你的利润率是 10%,我的利润率是5%,后来变成了你的利润率还是10%,销量增加20%,我的利润率 是-10%,销量减少20%。 商超在经济快速发展时期,活得非常滋润,因为:1.人口不断涌入大城市,不缺流量;2.流通渠 道单一,流通成本高,商超掌握了很大的话语权;3.优质供给稀缺,消费者对 ...