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 | 549 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | ManagementBusinessInvesting |
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Latest Episodes
本期我们探讨了五粮液最新发布的年度报告，揭示公司在治理和经营上遭遇的重大挑战。报告显示，五粮液的营收和净利润分别同比暴跌54.55%和71.89%，主要原因是会计追溯调整与实际经营收缩相结合。我们探讨了管理层动荡对公司信心的影响，以及行业整体下滑的背景。00:02:06:五粮液：营收腰斩，毛利率保持稳定，业务模式调整引发市场关注00:04:07:五粮液管理层动荡：业绩洗澡还是合规调整？00:06:10:五粮液：落马董事长、管理层动荡与财务数据的迷惑性00:08:11:五粮液管理层动荡引发的连锁反... more
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本期我们一起读一读安琪酵母的2025年度报告，也一起探讨安琪酵母的成功之路。安琪酵母如何在竞争激烈的市场中，从一家小工厂发展为全球第二大酵母生产企业。节目中还探讨了公司的产品结构、市场扩张和技术升级等关键因素，以及可能面临的风险与挑战。通过安琪酵母的案例，揭示了稳健经营与持续创新的重要性，。00:02:07:安琪酵母：三十多年的时间，亚洲第一，全球第二！00:04:07:味精替代品：安琪酵母顺应健康饮食趋势的国际化之路00:06:10:安琪酵母：需求稳定、壁垒较高的品类成长逻辑揭秘00:08:1... more
本期探讨了中东地缘冲突对全球石油供应的巨大影响，特别是霍尔木兹海峡关闭后，全球石油供应量剧减，导致价格飙升。指出石油不仅是燃料的来源，更是现代生活中许多产品的核心原材料。00:02:10:地缘冲突引发的能源危机：韩国垃圾袋市场异动说明全球石化产业链的传导逻辑00:04:15:全球化石能源体系下的风险与挑战：从石油到塑料，再到日常生活中的各种制品00:06:16:全球能源转型：化石能源体系的系统性风险与新能源产业的市场价值00:08:16:宁德时代：新能源赛道的微观缩影与全球市场影响00:10:1... more
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Apple Podcasts | #102 | China/Business/Investing |
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