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 | 522 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessInvestingManagement |
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Latest Episodes
在本期节目中，我们探讨了泡泡玛特的商业表现及其全球化战略。尽管股价经历了大幅回调，但公司在海外市场的增长令人瞩目，尤其是美洲市场同比增幅达到1200%。节目分析了公司如何通过优化组织架构、推出新IP和渠道合作来提升品牌影响力。同时，财务数据也展现出强劲的增长势头，上半年净利润同比增长近400%。泡泡玛特的成功不仅在于单一IP的影响，更在于其多元化的IP孵化能力和灵活的市场策略。00:02:12:泡泡玛特全球化战略成效显著，多区域同步爆发！00:04:16:提升组织效率，实现海外业绩爆发！帕旺玛特... more
在本期我们探讨了浙江凤凰这家上市公司的起伏历程。从改革开放初期的辉煌，到资本市场的初创，浙江凤凰曾是业内标杆。然而，随着市场环境的变化和决策失误，公司的业绩持续下滑，最终走向退市。我们分析了其并购重组的尝试、管理混乱以及财务造假等问题，揭示了资本市场的复杂性。浙江凤凰的故事不仅是企业发展的缩影，更为投资者敲响了警钟，提醒大家在投资时保持警惕。00:02:07:中国资本市场年轻岁月的青涩探索：浙江凤凰的上市之路00:04:07:浙江凤凰：从全透明美容罩到困境中的突破之路00:06:13:康恩贝集团... more
本期探讨了铜产业链的发展与现状。随着全球能源转型和数字经济的崛起，铜作为重要原材料，其需求呈现上升趋势。我们分析了铜矿的开采、再生铜的回收以及冶炼加工环节面临的挑战与机遇。特别关注南美铜矿的资源集中和国内铜矿的低品位问题，同时也讨论了电力、建筑和新能源汽车等行业对铜的需求变化。未来，供需缺口将持续扩大，再生铜的潜力能否弥补这一缺口，值得关注。00:02:08:国内铜矿资源丰富，但品味偏低，加大国际化布局和技术优化以降低成本00:04:10:国内市场再生铜进口量持续增长，格林美等企业发挥重要作用！... more
随着人工智能、半导体等领域的迅猛发展，科技赛道愈发复杂，直接投资个股的风险较高。这次，我们分析了几只优秀的科技指数基金，强调了它们在低成本、高透明度及行业代表性方面的优势。通过这些基金，普通投资者可以更加轻松地参与到科技浪潮中，分享行业成长红利。00:02:07:华夏上证科创板50ETF：聚焦核心资产的指数基金绩效分析00:04:09:“华夏国证半导体芯片ETF：聚焦硬科技，拥抱科技未来！”00:08:16:芯片行业掀起投资热潮，基金持有芯片类股比例创新高！00:10:17:半导体芯片行业景气度... more
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Apple Podcasts | #179 | China/Business/Investing |
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我来陪你读年报 launched 4 years ago and published 522 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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