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最后6天!《研报金选》年度特惠即将截止
第一财经· 2025-07-14 01:53
Core Viewpoint - The article announces the return of the "Yuan Bao Jin Xuan" research tool, which has been upgraded to enhance its capabilities in capturing investment opportunities and market trends [1]. Group 1: Research Offerings - The new research tool will provide ten selected core research reports weekly [2]. - Daily market insights will be distilled to help investors anticipate industry turning points and leading companies' transitions [3]. Group 2: Industry Insights - The article highlights key technological advancements, such as the expected surge in foldable screen shipments to 70 million units and the potential market explosion for perovskite solar cells, projected to reach 130GW by 2030 with a 40% cost reduction [4]. - The high-end manufacturing sector is identified as a significant area for investment, particularly in domestic alternatives, with a noted 128% increase in overseas revenue for leading companies [5]. Group 3: Financial Projections - Revenue projections show a growth trajectory from 1,208 million in 2023 to 2,178 million in 2026, with a compound annual growth rate (CAGR) of approximately 24.3% [6]. - The net profit is expected to increase from 55 million in 2023 to 186 million in 2026, indicating a substantial growth rate of 52.3% in the final year [6]. Group 4: Competitive Advantages - The "Yuan Bao Jin Xuan" tool employs a selection standard ten times stricter than typical institutions, ensuring in-depth research by a professional investment team [11]. - The tool aims to provide essential investment information, including research reports and meeting minutes, to clarify expected discrepancies and potential beneficiaries [11]. Group 5: Promotional Offer - A limited-time annual subscription is available for 3,288 yuan, equating to approximately 9 yuan per day, promoting the tool as an essential resource for investors [12].
新刊+补货 | 深扒「二手经济」真相+《公司的秘密6》紧急补货
第一财经· 2025-07-03 14:31
「二手经济」融合了环保和可持续发展理念、兴趣消费及文化诉求,是健全消费社会的必要组成部 分,也是现代人生活的"复健"。 新 刊 上 新 7月新刊全新上架!带你用商业视角剖析「二手经济」掘金指南。 Cover Story 精华剧透: 《 在中国做二手市场服务商》 《闲鱼为何万能?》 《二手车生意,离成熟还远》 《古着不算小众,而是日本社会的消费常态》 《欧洲时尚品牌的"维修"新生意》 《超一手·二手生活图鉴》 《巨子生物:成分党难逃派系斗争》 《不做医生,他靠画画融资千万》 《"把病人变成正常人,把正常人变成超人"》 《专访"星际拓荒"设计师:如何围绕知识驱动来创作游戏?》 《文科生毕业第一课:与现实和解》 《巴塞罗那,复兴报刊亭》 《湘湖鉴湖白马湖,应接不暇》 ...... 以上精彩戳 七月新刊首发,不容错过! 爆 款 补 货 公司研究的天花板,这本研报紧急加印了!《第一财经》杂志"研报栏目"的代表作系列《公司 的秘密》,已经出到第6本了。每期上市后总是 迅速售罄 !感谢大家的热烈支持,我们已火速完 成 补货 ! 这期研报主题为"偶像的黄昏":迪士尼、lululemon、Alphabet、丰田、拼多多、美团… ...