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 | 512 | Founded | 4 years ago |
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Language | Number of Listeners | Categories | InvestingBusinessManagement |
当前,中国的创新药行业正面临着老龄化加速与医保控费的双重挑战。预计到2024年,65岁以上的人口将达到2.2亿,慢性病患者超过4亿,而市场对高质量创新药的需求前所未有。但与此同时,行业也遭受着来自政策性降价的压力,药企在进入医保目录与维持利润空间之间两难抉择。借鉴日本的经验,如何在控费与创新之间找到平衡,成为了行业发展的关键。期待中国的创新药企业能在这场变革中崭露头角,满足国民健康需求。00:02:06:日本医疗改革的壮丽篇章:从仿制药大国到创新药强国的华丽转身00:04:08:日本制药行业的崛... more
00:02:07:人福医药与恩华药业:治理结构对比与财务表现分析00:04:12:人福医药与恩华药业财务数据对比00:06:15:恩华药业:核心产品市占率高达92.4%,持续盈利能力引人注目00:08:18:人福医药与恩华药业:资产质量、净资产收益率和分红政策的对比分析00:10:21:两家医药公司的融资与分红行为:稳健特征与业务发展潜力对比00:12:24:恩华药业:专注中枢神经系统药物领域,业务聚焦度决定长期发展潜力00:14:27:恩华药业:深度临床使用粘性与渠道壁垒,芬太尼系列产品引领国... more
本期播客回顾了2025年前三季度A股市场的表现,探讨了各个板块的涨跌幅及其背后的产业趋势。通过分析热力图,揭示了科技、电子和新能源行业的强劲增长,尤其是工业富联、寒武纪等公司的突出表现。投资者需平衡基本面与市场动向,警惕过往经验的局限,灵活应对市场变化。此外,高端白酒和传统板块的表现相对疲软,反映出市场的分化趋势。通过深入分析,帮助听众把握未来的投资机会。00:02:07:算力产业链崛起:工业富年、寒武纪、海光信息引领电子板块涨幅00:04:11:算力产业链崛起!特斯拉机器人、海光信息和光模块巨... more
00:02:04:供应链逻辑揭示企业生命力:从猪肉到米饭,背后的产业观点00:04:05:国内养殖成本暴露国际市场波动风险,投资者需要关注产业链传导逻辑!00:06:07:水稻产业链的挑战与机遇:机械化的前景与价格分化00:08:11:种子、能源与社会稳定:窥探全球粮食网络的复杂性00:10:14:糖业巨头的崛起:巴西与世界的糖浆博弈00:12:17:糖业供应过剩风险:巴西乙醇产业的挑战与前景展望00:14:19:乙醇产业盈利困难:石油价格下降和新能源汽车推广的挑战00:16:22:战争中的供应... more
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #108 |
Listeners, social reach, demographics and more for this podcast.
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我来陪你读年报 launched 4 years ago and published 512 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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