
A | TYRE, Lebanon -- More than 4,200 people have been displaced from villages in south Lebanon by clashes on the border with Israel, and local officials said Friday that they are ill-prepared for the much larger exodus that would ensue if the the limited conflict escalates to an all-out war.Some 1,500 of the displaced are staying in three schools in the coastal city of Tyre, about 20 kilometers (12 miles) north of the border.As children ran through the courtyard and women hung out clothes to dry on chairs at one of those schools on Friday, Mortada Mhanna, head of the disaster management unit of the municipalities in the Tyre area, said hundreds of newly displaced people are arriving each day. Some move on to stay with relatives or rent apartments, but others have no place to go besides the makeshift shelter, while Lebanon's cash-strapped government has few resources to offer.“We can make the decision to open a new school (as a shelter), but if the resources are not secured, we’ll have a problem,” Mhanna said. He appealed to international organizations to "give us enough supplies that if the situation evolves, we can at least give people a mattress to sleep on and a blanket.”The Lebanese militant group Hezbollah and allied Palestinian groups in Lebanon have launched daily missile strikes on northern Israel since the outbreak of the latest Israel-Hamas war on Oct. 7, while Israel has responded by shelling border areas in south Lebanon. To date, the clashes have killed at least 22 people in Lebanon, four of them civilians.Sporadic skirmishes continued Friday while a number of airlines canceled flights to Beirut. Countries including the United States, Saudi Arabia and Germany have warned their citizens to leave Lebanon.For many of the displaced, the current tensions bring back memories of the brutal one-month war between Hezbollah and Israel in 2006, during which Israeli bombing leveled large swathes of the villages in south Lebanon and in Beirut's southern suburbs.The tactic of overwhelming force to strike civilian infrastructure as a measure of military deterrence was dubbed the “Dahiyeh Doctrine,” named after the area south of the capital that was targeted.Should another full-blown war erupt between Hezbollah and Israel, “even the city of Tyre will no longer be safe ... because all of the south was subject to bombing” in 2006, Mhanna said.Among the school's temporary residents is Mustafa Tahini, whose house in the border town of Aita al Shaab was destroyed in 2006, along with most of the village. Back then, aid flowed into Lebanon from Qatar and other countries for reconstruction, but this time, Tahini said, “God knows if someone will come to help us.”“I am not a political analyst. I hope things will calm down, but the things you see in the news aren't reassuring,” said Tahini, whose wife and children are staying with relatives in Beirut while he remains closer to home. Still, he said, he is mentally prepared for another war. “We've been through it before.”Sixty-two-year old Nasmieh Srour from the town of Duhaira has been staying in the school with her husband and two daughters for a week, along with many of the village's residents. Like Tahini, she was displaced in 2006; she is also stoic about the prospects of a wider conflict.“Maybe it will get bigger, maybe it will calm down - there’s no way to know," Srour said. Should the displacement become protracted, said Edouard Beigbeder the representative in Lebanon of UNICEF, the U.N. agency for children, said education will be one of the main casualties. Already 52 of the 300 schools in south Lebanon are closed due to the hostilities, leaving more than 8,000 children out of education in addition to those enrolled in the schools that are now being used as shelters, he said. A wider conflict would also threaten key infrastructure including electric supplies and, by extension, water supplies.“In any escalation," Beigbeder said, “it is the most vulnerable and the children who are (left) in dire situation.”。 8月26日消息,港股途虎- W(9690)今天收盘股价报11.95港元,相比前一个交易日上涨4.82%,全天成交额5762万港元。

B | 股价走高,和它刚发布的上半年业绩,以及多家机构看好有直接关系。 此前途虎放出2026年中期业绩报告。

C | 整个上半年总收入87.8亿元,同比增长11.4%。

D | 现在汽车后市场整体处在调整阶段,能拿到双位数增长,算是非常亮眼的成绩。

E | 线下门店这块扩张速度很猛,截至6月底,全球工场店已经有8825家,上半年净增817家,同比增长22.5%。 用户数据同样在往上走,注册用户累计来到1.75亿,过去12个月交易用户3100万,同比增长17.2%。门店和用户两头同步做大,底盘算是越来越稳。

F | 机构这边也纷纷给出正向评价。中金证券8月24日出了研报,给途虎维持跑赢行业评级。 中金认为,门店持续铺开,能帮助途虎抢下更多市场份额。随着运营效率慢慢提升,成本费用还有优化空间,新能源业务和快修业务,后续还有不小的发展潜力。 不光是中金,海通国泰、华泰证券、招银国际好几家机构,全都给出买入评级,普遍看好这家企业往后的增长潜力。

G | 放到行业现实来看,汽车维修养护赛道竞争并不轻松。

H | 途虎一边不停开店铺网点,一边把实际消费用户做上去,在行业调整期扛住了压力。 多家机构集体看好,核心就是看中门店规模带来的壁垒,还有新能源汽车售后这块新机会。

I | 接下来能不能把门店规模转化成实际利润,新能源业务能不能跑出来,也会成为后续观察的重点。
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