汽车后市场-一个弱周期长坡厚雪赛道
冷门股少年2022-12-04 17:46
#雪球星计划# 关注到汽车后市场行业的原因有很多，首先国内经济处于结构性的转型期，汽车存量数量和年龄越来越高，催生了大量的汽车后市场的需求，另外从美国汽车后市场的历史来看，不仅诞生了长期牛股汽车地带，长期连续的无周期性复合成长，也催生了像Dorman products这样的细分领域的新颖的商业...
| 今开：82.23 | 昨收：81.99 |
| 最高：83.51 | 最低：81.91 |
| 涨停价： | 跌停价： |
| 总市值：2587984237 |
冷门股少年2022-12-04 17:46
#雪球星计划# 关注到汽车后市场行业的原因有很多，首先国内经济处于结构性的转型期，汽车存量数量和年龄越来越高，催生了大量的汽车后市场的需求，另外从美国汽车后市场的历史来看，不仅诞生了长期牛股汽车地带，长期连续的无周期性复合成长，也催生了像Dorman products这样的细分领域的新颖的商业...
icefighter2022-12-04 23:36
写的很好，学习了，汽车后市场也是我喜欢的领域。
Dorman products的商业模式挺有启发。
他让我想到了之前看过的一个美国个体户老板。这个老板主要靠去拍卖市场等场所淘hard to find二手机械设备为主，淘回来后自己维修翻新再出售，一年利润很高。
这种商业模式很难规模化复制，反而适...
逍遥投资派2022-09-25 22:00
$Dorman(DORM)$ 是1991年上市的美国公司，2002年至今股价从6.9增加到83，考虑到期间有两次1拆2，年化增长率为21.4%，非常了不起。
公司主营业务是动力总成、底盘和车身，营收以美国为绝对主导的北美市场。
5年来毛利率从39.7%缓慢下滑至34.4%，净资产收益率则在2019年从19.6%下滑至11.2%，...
巴伦周刊2022-08-03 21:04
如果经济动荡加剧，Standard Motor Products依然能保持不错的增长。
汽车配件零售商因其业务具有防御性今年以来轻松跑赢大盘，然而，这些零售商的主要供应商之一Standard Motor Products (SMP)的股价大幅下滑，为希望逢低买入的投资者带来了机会。
AutoZone (AZO)、Genuine Parts (GPC)和...
Dorman(DORM)03-09 02:51
$Dorman(DORM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-017082 Size: 5 KB 网页链接
Dorman(DORM)03-07 06:27
$Dorman(DORM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-016417 Size: 14 KB 网页链接
Dorman(DORM)03-07 06:33
$Dorman(DORM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-016424 Size: 11 KB 网页链接
Dorman(DORM)03-07 06:33
$Dorman(DORM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-016421 Size: 9 KB 网页链接
Dorman(DORM)03-07 06:27
$Dorman(DORM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-016415 Size: 5 KB 网页链接
Dorman(DORM)03-07 06:33
$Dorman(DORM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-016422 Size: 9 KB 网页链接
Dorman(DORM)03-09 02:51
$Dorman(DORM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-017079 Size: 12 KB 网页链接查看全文
Dorman(DORM)03-09 02:51
$Dorman(DORM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-017080 Size: 5 KB 网页链接查看全文
Dorman(DORM)03-09 02:51
$Dorman(DORM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-017081 Size: 5 KB 网页链接查看全文
Dorman(DORM)03-09 02:51
$Dorman(DORM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-017082 Size: 5 KB 网页链接查看全文
Dorman(DORM)03-09 02:51
$Dorman(DORM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-017084 Size: 5 KB 网页链接查看全文
Dorman(DORM)03-07 07:03
$Dorman(DORM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-016438 Size: 15 KB 网页链接查看全文
Dorman(DORM)03-07 06:33
$Dorman(DORM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-016419 Size: 18 KB 网页链接查看全文
Dorman(DORM)03-07 06:33
$Dorman(DORM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-016421 Size: 9 KB 网页链接查看全文
Dorman(DORM)03-07 06:33
$Dorman(DORM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-016422 Size: 9 KB 网页链接查看全文
Dorman(DORM)03-07 06:33
$Dorman(DORM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-016424 Size: 11 KB 网页链接查看全文
$Dorman(DORM)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001209191-23-017079 Size: 12 KB 网页链接
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