我来陪你读年报
都说不易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……
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。
所以在这里我敬告各位朋友：
1、本专辑纯属我个人的投资和学习的记录。
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... more
| Publishes | Twice weekly | Episodes | 540 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | InvestingBusinessManagement |
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Latest Episodes
本期探讨了国内CRO企业昭衍新药在2025年业绩暴增的背后故事，揭示了实验猴在药物研发中的核心作用。尽管公司的营收出现下滑，但实验猴的价格上涨推动了利润大幅增长，展现出生物资产的战略价值。我们分析了实验猴的市场需求、价格波动与供应短缺之间的复杂关系，反映出生物医药行业的投资难度与专业门槛……
中国巨石在其2025年年报中展现出强劲的复苏信号，尽管2023年经历了波纤行业的深度调整，净利润同比下滑38.25%。然而，2025年，公司的营业收入和归母净利润分别增长19.08%和34.38%，毛利率显著改善，显示出行业价格修复已传导至盈利端……00:02:07:中国巨石：净资产收益率回升，盈利能力逐步恢复，重回历史高点00:04:09:中国巨石：资产负债率下降，财务结构稳健，电子部业务表现突出00:06:09:中国巨石：销量创新高，产品价格回升，电子部业务表现突出00:08:11:中国巨石... more
本期分析了药明康德的低估值现象，探讨其背后隐藏的市场风险。尽管药明康德在全球医药研发外包行业中占据重要地位，但因对海外市场的高度依赖以及地缘政治风险，市场对其估值的悲观情绪愈加浓厚。投资者在面对复杂的行业动态和自身的限制，投资者应如何理性评估药明康德的投资价值，避免盲目跟风。00:02:08:药明康德：低估值背后的地缘政治风险探析00:04:08:恐慌抛售背后：美国众议院生物安全法案对亚明康德的影响00:06:09:药明康德面临政策风险与业务结构失衡，未来发展存疑00:08:09:化学业务营收占... more
本期我们了解了存储芯片行业的超级周期，揭示了AI技术带来的巨大市场需求和产业变化。从橡胶的历史周期到当前存储芯片的供需错配，主持人探讨了资本如何在这一波浪潮中涌入，以及三大巨头的市场策略。我们还了解到，随着生产能力的集中释放，存储芯片价格的飙升与投机热潮交织在一起，未来市场将如何演变？这些问题值得每位投资者深思。在这场由AI驱动的产业变革中，如何把握机遇将是关键。00:02:08:投机热情高涨，橡胶价格飙升！天然橡胶的超级周期如何演绎？00:04:09:产业革命的背景下：存储芯片超级周期的完美复... more
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Apple Podcasts | #97 | China/Business/Investing |
Apple Podcasts | #226 |  Hong Kong/Business/Investing |
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我来陪你读年报 launched 4 years ago and published 540 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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