Norma
制造业鄙视链最底端的代工厂,盈利能力却比肩腾讯,它是如何做到的?
制造业一向被认为是高投入、低盈利、重资产的行业,而其中的代工业务又处在制造业鄙视链的最低端。
然而,有这么一家服饰代工企业,毛利润率为31.6%,净利润率21.4%,相比中国最赚钱的公司之一腾讯,2018年毛利润率45%,净利润率26%。
盈利能力直逼腾讯,它是如何做到的?
1
巨头背后的隐形冠军
相信许多人都穿过耐克、阿迪达斯、彪马或者优衣库品牌的服饰,要是稍微注意一下吊牌,你就会发现有家企业的名字经常出现:宁波申洲针织有限公司。
图:彪马服饰吊牌,来源:互联网
这可不是一家地方性的小代工厂,申洲国际是不折不扣的服饰行业隐形代工之王。
它是中国最大的针织
一位职业操盘手讲的故事
一位有经验的职业高手经常给投资新手讲下面一个与投资者行为非常相似的故事: 三毛的爹给了三毛一毛钱去打酱油。杂货店的老板把三毛拿去的碗装满了酱油后,为难地说:“三毛啊,有一点点酱油剩不下呢,怎么办啊?”三毛一看,傻笑道:“老板,这不容易吗?我有办法哩!”说着将装满酱油的碗一翻,说,这碗底不就可以装吗?----”。三毛一回到家,他爹一看傻了眼,骂道:“三毛你真是蠢的可以啦,一毛钱就买回这么点酱油啊?你给人骗了!”三毛得意地说:“爹,你以为儿子真的那么蠢?这后面有呢!”说着把碗又翻了过,把碗底那仅有的一点酱油也倒了……”。 很多投资者在日常的生活工作很是聪明,智商能够达到180的水平,但是壹旦进
Trade ideas thread - European session 21 June 2019
Daily thread to exchange ideas and to share your thoughts
Happy Friday, everyone! Hope you're all doing well as we get things going here on the session. It's been a modest start to the day with markets still digesting the aftermath of the FOMC meeting on Wednesday for the most part.
The dollar is
Gold all a go-go. Futures trading above 1400USD
Gold continuing its gains after busting out of 5 year highs yesterday.
Futures above 1400 US (first time since 2013). Physcial not too far behind.
Currencies better bid against the USD also here in Asia time. EUR, AUD, NZD, CAD, yen. Even GBP.
if you are asking but why though???
Gold has a bet
New Zealand GDP Expands 0.6% On Quarter In Q1
New Zealand's gross domestic product grew a seasonally adjusted 0.6 percent on quarter in the first three months of 2019, Statistics New Zealand said on Thursday - matching forecasts and unchanged from the previous quarter.
On an annualized yearly basis, GDP was up 2.5 percent - exceeding forecasts
Euro Falls Vs Most Majors Ahead Of German PPI
At 2:00 am ET Wednesday, Destatis will release German producer prices for May.
Ahead of the data, the euro traded mixed against its major rivals. While the euro fell against the greenback, the franc and the yen, it held steady against the pound.
The euro was worth 121.25 against the yen, 1.1194 agai
OPEC said to propose meeting on 8-12 July, await responses
Bloomberg reports
Saying that the bloc has proposed to ministers to meet on 8-12 July in Vienna and is currently awaiting responses from members about the proposal. Given the dates, the OPEC conference will take place on 11 July with the OPEC+ meeting set for 12 July.
Although markets are very mu
Dollar Rebounded Strongly as Focus Turns to FOMC Meeting
Dollar ended as the strongest one last week as economic data from the US affirmed that Fed is in no rush to deliver the “insurance” rate cut this month, that is, on June 19. Yen was the second strongest as US and German treasury yields stays pressured. Canadian Dollar was the third strongest, lifted
Swiss Franc Lifted by Attacks on Oil Tankers, Shrugs SNB
Attacks on two oil tankers in the Gulf of Oman is the biggest news in early US session. WTI oil price is up 3.5% and is back pressing 53 handle after dipping to 50.85 yesterday. The news is both supportive Swiss Franc and Canadian Dollar, which are currently the two strongest ones for today so far.
China's Vice Premier with bullish comments on the economy
Thanks to his role at trade talks I know this guy's name! Liu He:
says domestic economic development remains stable and healthy
says major macroeconomic indicators all remain within reasonable ranges
says country continues to push ahead with economic rebalancing
says whatever happens to economy in
European Shares Slide On Trade, Growth Worries
European shares pulled back from three-week highs on Wednesday as trade worries and concerns about slowing growth returned to haunt investors.
Trade tensions intensified after U.S. President Donald Trump said that he was holding up a trade deal with China and had no interest in moving ahead unless B
Mark Harper: Preference is to get a new Brexit deal, but no-deal must not be ruled out
Tory leader candidate, Mark Harper, comments
You can pretty much copy and paste that same campaign agenda for all the candidates running in the contest. Every one of them is saying that they can bring a new deal to the negotiating table and/or rework the Irish backstop but otherwise, they'd be willi
Euro Advances On Fed Rate Cut Hopes, Upbeat Eurozone Business Growth
The euro strengthened against its key counterparts in the European session on Wednesday, as investors cheered hints of a Fed rate cut this year as well as a data showing improvement in Eurozone private sector activity in May.
Final data from IHS Markit showed that the euro area private sector expand
Pull-up Update