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<div class="wrap" style="padding-top: 15px;"> <style> #menu { height: 36px; border-bottom: 2px solid #E3E3E3; line-height: 36px; margin-bottom: 21px; } #menu span { color: #3D6CB1; font-size: 13px; display: inline-block; padding: 0 9px; font-weight: bold; } </style> <h3 id="menu">专栏<span>-</span>港股专栏 </h3> <div class="udv-clearfix"> <div class="col700"> <div class="index-main" id="list"> <div data-ctr="top"> </div> <script type="text/javascript"> requirejs(['zhuanlannew'],function(){ requirejs(['list/cmtMgr', 'list/relationshipMgr', '$'], function(Mgr, relationshipMgr){ $(document).ready(function(){ Mgr.fetch(); relationshipMgr.fetch(); }); }); }); </script> <div data-ctr="list"> <div class="item udv-clearfix" data-commentId="" id=""> <div class="avatar"> <a href="http://finance.sina.com.cn/zl/author.d.html?uid=3964992831" target="_blank" data-action="usercard" data-uid="3964992831" suda-uatrack="key=blog_column_stats&value=homepage_author"> <img src="http://www.sinaimg.cn/zhuanlan/author/limingen/idx/2017/0126/U13119P1493T24D3408F364DT20170126150019.jpg" height="60" width="60" alt="李明恩"/> <span>李明恩</span> </a> <a class="subscribe" href="javascript:;" data-action="subscribe" data-uid="3964992831" suda-uatrack="key=blog_column_stats&value=homepage_subscribe_author"></a> </div> <div class="content"> <div class="c-title"><a href="http://finance.sina.com.cn/zl/hkstock/2024-09-02/zl-incmuhuk1031326.shtml" target="_blank"><font color="#000000">顺丰同城：四大因素促协同效益凸显 2024H1净利倍增长远有望破顶续升</font></a></div> <div class="brief"><a href="http://finance.sina.com.cn/zl/hkstock/2024-09-02/zl-incmuhuk1031326.shtml" target="_blank">近日，主攻同城配送的顺丰同城（9699.HK）公布了其截至今年6月底止的半年报业绩，继上年首次转亏为盈后，盈利状况得到进一步稳固及提升，本次半年净利已超上年全年。</a></div>  <div class="c-footer udv-clearfix"> <p class="source"><span>09-02 17:32</span> </p> <p class="tags" suda-uatrack="key=blog_column_stats&value=homepage_tags" style="display:none;"> <span>标签:</span> </p> <p class="btns" 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bShare.addEntry({ title: '<font color=#000000>顺丰同城：四大因素促协同效益凸显 2024H1净利倍增长远有望破顶续升</font>', summary: "近日，主攻同城配送的顺丰同城（9699.HK）公布了其截至今年6月底止的半年报业绩，继上年首次转亏为盈后，盈利状况得到进一步稳固及提升，本次半年净利已超上年全年。", url: 'http://finance.sina.com.cn/zl/hkstock/2024-09-02/zl-incmuhuk1031326.shtml', pic: 'https://n.sinaimg.cn/finance/transform/400/w250h150/20240412/e07d-274e7745341109200524e5e6d923379e.png' }); requirejs(['zhuanlannew'],function(){ requirejs(['list/cmtMgr', 'list/relationshipMgr', '$'], function(Mgr, relationshipMgr){ $(document).ready(function(){ Mgr.add('cj:comos-ncmuhuk1031326:0'); relationshipMgr.add(''); }); }); }); </script> <div class="item udv-clearfix" data-commentId="" id=""> <div class="avatar"> <a href="http://finance.sina.com.cn/zl/author.d.html?uid=3964992831" target="_blank" data-action="usercard" data-uid="3964992831" suda-uatrack="key=blog_column_stats&value=homepage_author"> <img src="http://www.sinaimg.cn/zhuanlan/author/limingen/idx/2017/0126/U13119P1493T24D3408F364DT20170126150019.jpg" height="60" width="60" alt="李明恩"/> <span>李明恩</span> </a> <a class="subscribe" href="javascript:;" data-action="subscribe" data-uid="3964992831" suda-uatrack="key=blog_column_stats&value=homepage_subscribe_author"></a> </div> <div class="content"> <div class="c-title"><a href="http://finance.sina.com.cn/zl/hkstock/2024-04-12/zl-inarpwqz0418357.shtml" target="_blank"><font color="#000000">李明恩：即配行业高成长赛道龙头顺丰同城 2023年毛利大增94% 料受惠下沉红利</font></a></div> <div class="brief"><a href="http://finance.sina.com.cn/zl/hkstock/2024-04-12/zl-inarpwqz0418357.shtml" target="_blank"></a></div>  <div class="c-footer udv-clearfix"> <p class="source"><span>04-12 11:45</span> </p> <p class="tags" suda-uatrack="key=blog_column_stats&value=homepage_tags" style="display:none;"> <span>标签:</span> </p> <p class="btns" style="float:right;"> <span style="float: right;"> <a class="comment" title="评论" href="http://finance.sina.com.cn/zl/hkstock/2024-04-12/zl-inarpwqz0418357.shtml#J_Comment_Wrap" target="_blank" suda-uatrack="key=blog_column_stats&value=homepage_comment"><i></i><span data-cid="cj:comos-narpwqz0418357:0"></span></a> <span class="line"></span> <a class="like" title="赞一下" href="javascript:;" data-action="like" data-url=http://finance.sina.com.cn/zl/hkstock/2024-04-12/zl-inarpwqz0418357.shtml" suda-uatrack="key=blog_column_stats&value=homepage_like"></a> <span class="line"></span> <a class="collect" title="收藏此文到个人中心" href="javascript:;" data-action="collect" data-url="http://finance.sina.com.cn/zl/hkstock/2024-04-12/zl-inarpwqz0418357.shtml" suda-uatrack="key=blog_column_stats&value=homepage_collection"></a> <span class="line"></span> <a class="share" href="javascript:;" data-action="share" data-index="1"></a> </span> </p> </div> </div> </div> <script type="text/javascript"> bShare.addEntry({ title: '<font color=#000000>李明恩：即配行业高成长赛道龙头顺丰同城 2023年毛利大增94% 料受惠下沉红利</font>', summary: "", url: 'http://finance.sina.com.cn/zl/hkstock/2024-04-12/zl-inarpwqz0418357.shtml', pic: 'https://n.sinaimg.cn/finance/transform/400/w250h150/20240412/e07d-274e7745341109200524e5e6d923379e.png' }); requirejs(['zhuanlannew'],function(){ requirejs(['list/cmtMgr', 'list/relationshipMgr', '$'], function(Mgr, relationshipMgr){ $(document).ready(function(){ Mgr.add('cj:comos-narpwqz0418357:0'); relationshipMgr.add(''); }); }); }); </script> <div class="item udv-clearfix" data-commentId="" id=""> <div class="avatar"> <a href="http://finance.sina.com.cn/zl/author.d.html?uid=3964992831" target="_blank" data-action="usercard" data-uid="3964992831" suda-uatrack="key=blog_column_stats&value=homepage_author"> <img src="http://www.sinaimg.cn/zhuanlan/author/limingen/idx/2017/0126/U13119P1493T24D3408F364DT20170126150019.jpg" height="60" width="60" alt="李明恩"/> <span>李明恩</span> </a> <a class="subscribe" href="javascript:;" data-action="subscribe" data-uid="3964992831" suda-uatrack="key=blog_column_stats&value=homepage_subscribe_author"></a> </div> <div class="content"> <div class="c-title"><a href="http://finance.sina.com.cn/zl/hkstock/2023-09-05/zl-imzkrrph1623079.shtml" target="_blank"><font color="#000000">新零售助推即时配送业务高增长第三方即时配送平台前景看俏</font></a></div> <div class="brief"><a href="http://finance.sina.com.cn/zl/hkstock/2023-09-05/zl-imzkrrph1623079.shtml" target="_blank">与消费有关的新经济行业，电商和餐饮外卖的市场规模还在增长，但竞争格局已基本尘埃落定，几大巨头已经占据绝大部分份额，造富运动基本结束。现在，即时零售（非餐）行业在迅速成长。有数据预测，2022年的规模达4000亿元，五年中期市场将超过万亿，年复合增速达18%。</a></div>  <div class="c-footer udv-clearfix"> <p class="source"><span>09-05 13:04</span> </p> <p class="tags" suda-uatrack="key=blog_column_stats&value=homepage_tags" style="display:none;"> <span>标签:</span> </p> <p class="btns" style="float:right;"> <span style="float: right;"> <a class="comment" title="评论" href="http://finance.sina.com.cn/zl/hkstock/2023-09-05/zl-imzkrrph1623079.shtml#J_Comment_Wrap" target="_blank" suda-uatrack="key=blog_column_stats&value=homepage_comment"><i></i><span data-cid="cj:comos-mzkrrph1623079:0"></span></a> <span class="line"></span> <a class="like" title="赞一下" href="javascript:;" data-action="like" data-url=http://finance.sina.com.cn/zl/hkstock/2023-09-05/zl-imzkrrph1623079.shtml" suda-uatrack="key=blog_column_stats&value=homepage_like"></a> <span class="line"></span> <a class="collect" title="收藏此文到个人中心" href="javascript:;" data-action="collect" data-url="http://finance.sina.com.cn/zl/hkstock/2023-09-05/zl-imzkrrph1623079.shtml" suda-uatrack="key=blog_column_stats&value=homepage_collection"></a> <span class="line"></span> <a class="share" href="javascript:;" data-action="share" data-index="1"></a> </span> </p> </div> </div> </div> <script type="text/javascript"> bShare.addEntry({ title: '<font color=#000000>新零售助推即时配送业务高增长第三方即时配送平台前景看俏</font>', summary: "与消费有关的新经济行业，电商和餐饮外卖的市场规模还在增长，但竞争格局已基本尘埃落定，几大巨头已经占据绝大部分份额，造富运动基本结束。现在，即时零售（非餐）行业在迅速成长。有数据预测，2022年的规模达4000亿元，五年中期市场将超过万亿，年复合增速达18%。", url: 'http://finance.sina.com.cn/zl/hkstock/2023-09-05/zl-imzkrrph1623079.shtml', pic: 'https://n.sinaimg.cn/finance/transform/400/w250h150/20230905/e2cf-8763fadcb0bca289a5f530ec43ee211b.jpg' }); requirejs(['zhuanlannew'],function(){ requirejs(['list/cmtMgr', 'list/relationshipMgr', '$'], function(Mgr, relationshipMgr){ $(document).ready(function(){ Mgr.add('cj:comos-mzkrrph1623079:0'); relationshipMgr.add(''); }); }); }); </script> <div class="item udv-clearfix" data-commentId="" id=""> <div class="avatar"> <a href="http://finance.sina.com.cn/zl/author.d.html?uid=3964992831" target="_blank" data-action="usercard" data-uid="3964992831" suda-uatrack="key=blog_column_stats&value=homepage_author"> <img src="http://www.sinaimg.cn/zhuanlan/author/limingen/idx/2017/0126/U13119P1493T24D3408F364DT20170126150019.jpg" height="60" width="60" alt="李明恩"/> <span>李明恩</span> </a> <a class="subscribe" href="javascript:;" data-action="subscribe" data-uid="3964992831" suda-uatrack="key=blog_column_stats&value=homepage_subscribe_author"></a> </div> <div class="content"> <div class="c-title"><a href="http://finance.sina.com.cn/zl/hkstock/2023-07-28/zl-imzefcwa2295008.shtml" target="_blank"><font color="#000000">李明恩：美图生活娱乐场景付费用户增六成生产力场景推7款AIGC影像工具中国版Adobe</font></a></div> <div class="brief"><a href="http://finance.sina.com.cn/zl/hkstock/2023-07-28/zl-imzefcwa2295008.shtml" target="_blank">国际数字图文处理软件巨头Adobe，市值2380亿美元，也于今年3月加入AIGC战局，推出图片生成AI工具Adobe Firefly（萤火虫）。美图往后的发展，可能会成为中国版Adobe。美图目前的订阅收费用户相对于月活的转化率才3%左右，后续潜力还非常大，而获客成本又极低。未来，美图在生活娱乐场景和生产力场景两端双双发力，收费转化率逐步提高，前景可期。</a></div>  <div class="c-footer udv-clearfix"> <p class="source"><span>07-28 10:54</span> </p> <p class="tags" suda-uatrack="key=blog_column_stats&value=homepage_tags" style="display:none;"> <span>标签:</span> </p> <p class="btns" style="float:right;"> <span style="float: right;"> <a class="comment" title="评论" href="http://finance.sina.com.cn/zl/hkstock/2023-07-28/zl-imzefcwa2295008.shtml#J_Comment_Wrap" target="_blank" suda-uatrack="key=blog_column_stats&value=homepage_comment"><i></i><span data-cid="cj:comos-mzefcwa2295008:0"></span></a> <span class="line"></span> <a class="like" title="赞一下" href="javascript:;" data-action="like" data-url=http://finance.sina.com.cn/zl/hkstock/2023-07-28/zl-imzefcwa2295008.shtml" suda-uatrack="key=blog_column_stats&value=homepage_like"></a> <span class="line"></span> <a class="collect" title="收藏此文到个人中心" href="javascript:;" data-action="collect" data-url="http://finance.sina.com.cn/zl/hkstock/2023-07-28/zl-imzefcwa2295008.shtml" suda-uatrack="key=blog_column_stats&value=homepage_collection"></a> <span class="line"></span> <a class="share" href="javascript:;" data-action="share" data-index="1"></a> </span> </p> </div> </div> </div> <script type="text/javascript"> bShare.addEntry({ title: '<font color=#000000>李明恩：美图生活娱乐场景付费用户增六成生产力场景推7款AIGC影像工具中国版Adobe</font>', summary: "国际数字图文处理软件巨头Adobe，市值2380亿美元，也于今年3月加入AIGC战局，推出图片生成AI工具Adobe Firefly（萤火虫）。美图往后的发展，可能会成为中国版Adobe。美图目前的订阅收费用户相对于月活的转化率才3%左右，后续潜力还非常大，而获客成本又极低。未来，美图在生活娱乐场景和生产力场景两端双双发力，收费转化率逐步提高，前景可期。", url: 'http://finance.sina.com.cn/zl/hkstock/2023-07-28/zl-imzefcwa2295008.shtml', pic: 'https://n.sinaimg.cn/default/transform/400/w250h150/20230728/d0d1-06a957a4bdd75f16876217735b0d56b2.jpg' }); requirejs(['zhuanlannew'],function(){ requirejs(['list/cmtMgr', 'list/relationshipMgr', '$'], function(Mgr, relationshipMgr){ $(document).ready(function(){ Mgr.add('cj:comos-mzefcwa2295008:0'); relationshipMgr.add(''); }); }); }); </script> <div class="item udv-clearfix" data-commentId="" id=""> <div class="avatar"> <a href="http://finance.sina.com.cn/zl/author.d.html?uid=3964992831" target="_blank" data-action="usercard" data-uid="3964992831" suda-uatrack="key=blog_column_stats&value=homepage_author"> <img src="http://www.sinaimg.cn/zhuanlan/author/limingen/idx/2017/0126/U13119P1493T24D3408F364DT20170126150019.jpg" height="60" width="60" alt="李明恩"/> <span>李明恩</span> </a> <a class="subscribe" href="javascript:;" data-action="subscribe" data-uid="3964992831" suda-uatrack="key=blog_column_stats&value=homepage_subscribe_author"></a> </div> <div class="content"> <div class="c-title"><a href="http://finance.sina.com.cn/zl/hkstock/2023-05-11/zl-imytkkuy9962178.shtml" target="_blank"><font color="#000000">李明恩：奥星生命科技2022年收入与去非净利均增长低估公司值得布局</font></a></div> <div class="brief"><a href="http://finance.sina.com.cn/zl/hkstock/2023-05-11/zl-imytkkuy9962178.shtml" target="_blank">展望奥星生命科技所处的行业，预计未来景气度颇高，因疫情暂停的项目以及待定项目资本开支投资预期会重启。</a></div>  <div class="c-footer udv-clearfix"> <p class="source"><span>05-11 10:11</span> </p> <p class="tags" suda-uatrack="key=blog_column_stats&value=homepage_tags" style="display:none;"> <span>标签:</span> <a href='http://tags.zhuanlan.sina.com.cn/新冠肺炎' target='_blank'>新冠肺炎</a> </p> <p class="btns" style="float:right;"> <span style="float: right;"> <a class="comment" title="评论" href="http://finance.sina.com.cn/zl/hkstock/2023-05-11/zl-imytkkuy9962178.shtml#J_Comment_Wrap" target="_blank" suda-uatrack="key=blog_column_stats&value=homepage_comment"><i></i><span data-cid="cj:comos-mytkkuy9962178:0"></span></a> <span class="line"></span> <a class="like" title="赞一下" href="javascript:;" data-action="like" data-url=http://finance.sina.com.cn/zl/hkstock/2023-05-11/zl-imytkkuy9962178.shtml" suda-uatrack="key=blog_column_stats&value=homepage_like"></a> <span class="line"></span> <a class="collect" title="收藏此文到个人中心" href="javascript:;" data-action="collect" data-url="http://finance.sina.com.cn/zl/hkstock/2023-05-11/zl-imytkkuy9962178.shtml" suda-uatrack="key=blog_column_stats&value=homepage_collection"></a> <span class="line"></span> <a class="share" href="javascript:;" data-action="share" data-index="1"></a> </span> </p> </div> </div> </div> <script type="text/javascript"> bShare.addEntry({ title: '<font color=#000000>李明恩：奥星生命科技2022年收入与去非净利均增长低估公司值得布局</font>', summary: "展望奥星生命科技所处的行业，预计未来景气度颇高，因疫情暂停的项目以及待定项目资本开支投资预期会重启。", url: 'http://finance.sina.com.cn/zl/hkstock/2023-05-11/zl-imytkkuy9962178.shtml', pic: 'https://n.sinaimg.cn/finance/transform/400/w250h150/20230511/c7bc-89b18be2ccd15c575664fba4db835dab.jpg' }); requirejs(['zhuanlannew'],function(){ requirejs(['list/cmtMgr', 'list/relationshipMgr', '$'], function(Mgr, relationshipMgr){ $(document).ready(function(){ Mgr.add('cj:comos-mytkkuy9962178:0'); relationshipMgr.add(''); }); }); }); </script> <div class="item udv-clearfix" data-commentId="" id=""> <div class="avatar"> <a href="http://finance.sina.com.cn/zl/author.d.html?uid=3964992831" target="_blank" data-action="usercard" data-uid="3964992831" suda-uatrack="key=blog_column_stats&value=homepage_author"> <img src="http://www.sinaimg.cn/zhuanlan/author/limingen/idx/2017/0126/U13119P1493T24D3408F364DT20170126150019.jpg" height="60" width="60" alt="李明恩"/> <span>李明恩</span> </a> <a class="subscribe" href="javascript:;" data-action="subscribe" data-uid="3964992831" suda-uatrack="key=blog_column_stats&value=homepage_subscribe_author"></a> </div> <div class="content"> <div class="c-title"><a href="http://finance.sina.com.cn/zl/hkstock/2023-04-12/zl-imyqasmn9100133.shtml" target="_blank"><font color="#000000">顺丰同城：盈利进度好于预期 23年继续增长</font></a></div> <div class="brief"><a href="http://finance.sina.com.cn/zl/hkstock/2023-04-12/zl-imyqasmn9100133.shtml" target="_blank"></a></div>  <div class="c-footer udv-clearfix"> <p class="source"><span>04-12 09:20</span> </p> <p class="tags" suda-uatrack="key=blog_column_stats&value=homepage_tags" style="display:none;"> <span>标签:</span> </p> <p class="btns" style="float:right;"> <span style="float: right;"> <a class="comment" title="评论" 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