-
2021-03-07
炒股，会买的是徒弟会卖的是高手，会空仓的才是高手。这话呢很多人都知道，但是其实在股市里边能做到的人呢很少。股市里呢投资者跟股票和基金的关系呢其实就两种。
一种呢是你已经挑到合适的股票啊，并且呢合拍，那么就长期拥有它。这就好比呢你已经挑到合适的老婆或者丈夫了。
长江水。那另一种呢，是你还在等待，你没有找到合适的合拍的伙伴，那么你可能需要等一等，对吧？那就是空仓。这呢就好比你可能还没有找到合适的男朋友或女朋友。
那你不能一直拥有吧，如果一直拥有好的出现了，不就很尴尬了嘛，所以空仓就很有必要。那么等待的时候我们做些什么呢？我觉得呢就是看看书啊或者做点别的事情呢。
你个人。
For stocks, the apprentices will buy the masters, and the short positions will be the masters. Many people know this, but there are actually very few people who can do it in the stock market. In the stock market, there are actually two relationships between investors and stocks and funds.
One is that you have picked the right stock and it is in good time, so you will own it for a long time. It's like you have picked a suitable wife or husband.
Yangtze River water. What about the other, you are still waiting, you have not found a suitable partner, then you may have to wait, right? That is the short position. It's like you might not find the right boyfriend or girlfriend yet.
Then you can't always own it. If you always have a good one, it will be embarrassing, so short positions are necessary. So what do we do while we wait? I think it's just reading a book or doing something else.
You personally.
-
2021-03-06
破解卡脖子难题，光科技自主研发有望实现新突破。昨天，清华大学工程物理系教授唐专项研究组发布了一项重大科研成果。这是一种新型粒子加速器光源稳态危机术。
能获得高功率、高重频窄带宽的相干辐射波长可覆盖从泰克斯到机子外扩段大功率的e u v 光源是e u v 光刻机的核心技术。
这项研究成果有望解决一直限制国产广告机制成技术突破的卡脖子难题。
光源一直都是光刻机技术升级的关键，国产光科机制成之所以还停留在九十纳米的水平，很重要的一个原因就是光源技术迟迟没有复工。
所以这个消息对芯片产业是重磅利好，做光刻机的企业更是直接受益。国内光刻机的龙头是谁呀？当然是上海微电子，它的九十纳米节点光刻机代表了国内光刻机最先进的水平。
并且公司二十八纳米节点光刻机预计在今年就会造出来光刻机市场多大，一台e u v 光刻机售价就超过一亿美元。现在全球都在闹芯片荒。
光刻机只要能造出来，就会被疯抢。上海微电子如果上市的话，那他现在估计已经涨停了，但是他没有上市怎么办呢？去挖掘他背后的股东。
这家公司持有上游电子百分之十以上的股份，在所有上市公司里最多，并且公司主要是做创投的，在芯片等高科技产业有丰富的资源。
和市场布局，近期市场调整刚好。
To solve the stuck neck problem, the independent research and development of Optical Technology is expected to achieve new breakthroughs. Yesterday, Tsinghua University's Department of Engineering Physics Professor Tang's research group released a major scientific research result. This is a new type of particle accelerator light source steady-state crisis technique.
A high-power, high-repetition frequency and narrow-bandwidth coherent radiation wavelength that can cover the high-power e u v light source from the tex to the external extension of the machine is the core technology of the e u v lithography machine.
This research result is expected to solve the stuck neck problem that has been restricting the technological breakthrough of domestic advertising machines.
The light source has always been the key to the upgrade of lithography machine technology. One of the important reasons why the domestic optical machine is still at the level of ninety nanometers is that the light source technology has not resumed work for a long time.
Therefore, this news is a huge boon for the chip industry, and companies that do lithography machines directly benefit. Who is the leader of the domestic lithography machine? Of course, Shanghai Microelectronics, its 90-nanometer node lithography machine represents the most advanced level of domestic lithography machine.
And the company's 28-nanometer node lithography machine is expected to be built this year. How big is the lithography machine market? An e u v lithography machine sells for more than 100 million US dollars. Now there is a chip shortage all over the world.
As long as the lithography machine can be built, it will be snatched wildly. If Shanghai Microelectronics goes public, it is estimated that he has already reached the daily limit, but what should he do if he is not listed? To dig out the shareholders behind him.
This company holds more than 10% of the shares in upstream electronics, the most among all listed companies, and the company is mainly engaged in venture capital, and has abundant resources in high-tech industries such as chips.
And the market layout, the recent market adjustment is just right. -
2021-03-04
未来的反击来了，今年刚开始特斯拉model y 大降价的事儿就闹得沸沸扬扬。三十三点九九万的起售价比同级别的未来e s 六三十五点八万元的起售价还要低。
未来被竞争打击，就这样看着特斯拉抢走自己的市场嘛，开玩笑。本周六未来会发布首款旗舰轿车，这款轿车将搭载未来最新的l 四级别自动驾驶技术，并且会配备一百五十千瓦时的电。
十足续航里程有望突破九百公里。在性能方面，玩月model 三特斯拉model y 降价打的未来措手不及，这次轮到未来出招了，很多人担心倒车新势力竞争不过特斯拉。
其实多虑了新能源汽车的发展才刚刚开始。目前新能源汽车销量占比也就百分之五，这是一个增量市场，远远没有到存量竞争阶段。
别看特斯拉和未来打得欢，其实真正被打击到的是传统燃油车，而真正受益的除了消费者，还有新能源车产业链。所以我们可以看到宁德时代。
还在持续新高，市值已经接近万亿，但是涨太多了，新能源车产业链里可不止一个。您的时代还有很多其他机会可以挖掘，有个机会。
未来已经告诉我们了，就是自动驾驶未来本周六发布的轿车将会搭载未来最新的l 四级别自动驾驶技术，这意味着自动驾驶技术已经开始向下渗透。
接下来将进入放量期，其中一家公司是未来自动驾驶技术的供应商，并且公司第一代车载终端产品已经开始量产是全球首个五g v 二x 量产项目。
随着自动驾驶技术普及，公司的成长空间将。
The counterattack in the future is coming. At the beginning of this year, the price of Tesla model y was greatly reduced. The starting price of 339,900 yuan is lower than the future e s of the same level of 635,800 yuan.
The future will be hit by competition, just watch Tesla take away its market like this, kidding. The first flagship sedan will be released this Saturday in the future. This sedan will be equipped with the latest four-level autopilot technology in the future and will be equipped with 150 kilowatt-hours of electricity.
The full cruising range is expected to exceed 900 kilometers. In terms of performance, the future of playing model three Tesla model y was caught off guard. This time it is the turn of the future to make a move. Many people worry that the new forces in reversing will not be able to compete with Tesla.
In fact, the development of new energy vehicles has just begun. At present, the sales of new energy vehicles account for only 5%. This is an incremental market that is far from the stage of stock competition.
Regardless of Tesla's happily playing with the future, it is the traditional fuel vehicles that are actually hit, and the new energy vehicle industry chain is the real beneficiary besides consumers. So we can see the Ningde era.
It is still continuing to new highs, and the market value is close to one trillion, but it has risen too much, and there is more than one in the new energy vehicle industry chain. There are many other opportunities to explore in your era, there is an opportunity.
The future has already told us that the auto-driving car released on Saturday will be equipped with the latest four-level autopilot technology in the future, which means that autopilot technology has begun to penetrate downward.
It will enter a period of heavy volume next. One of the companies is a supplier of future autonomous driving technology, and the company's first generation of in-vehicle terminal products has begun mass production, which is the world's first 5g v 2x mass production project.
With the popularization of autonomous driving technology, the company has room for growth. -
2021-03-03
聪明人三不及。
好，接下来就让我们共同走进这篇文章，去慢慢的品味其中的道理。
古语说，欲速则不达。
很多事情越是着急，越容易出错，反而更难做成事。
急不仅解决不了任何问题，还会拖垮心态。
好的。人生需要找准方向，一步一个脚印才能走得更远更顺。
聪明人三部集，首先呢是做人不急于求名。
一个人厉不厉害，出不出名，不是靠他自己来吹捧，而是靠大家的认可。人的名声，不是一朝一夕。
就能被认可的，而是要慢慢的为人津津乐道。
有句话说，有才不怕无名，名声是虚的，本事是实的。做人做事最忌讳的就是。
急于出名。
因为急于出名就会迷失方向，做什么都会失败，只有慢慢来，用真本领压身，得到的名气，才是真正令人敬佩的。
聪明人三不及。第二呢是做事不急于求利。
有句话说，天下熙熙皆为利来，天下攘攘皆为利往。
人人都爱丽，但做事太急功近利，反而会让事情变得更困难。
急功近利的人容易半途而废，不急功近利的人才能事半功倍。
在一万小时天才理论中有提到，若想成为某个领域的专家，至少需要付出一万个小时的努力。
那么一万个小时分解成一天八个小时，一周五天，那就是需要五年的时间坚持付出。
俗话说，心急吃不到热豆腐，急功近利是成就大事的绊脚石，不急功近利，认真做好每一件事情。
时间才会给予回馈。
聪明人三不及。第三呢是人生路不必着急。
现在的社会做什么都讲究快，但在这一过程中却丢失了很多东西。
快餐体会不到美食的幸福感。
快阅读。品尝不到书中的精华。
人的一生急就会错过美好，慢才能留住岁月。
取得一点小的成就就不满意。
就想尽各种办法去加速，让自己成功。
忘却了走好每一步。
着急的人很难体会到生命的乐趣。
饭要一口一口的吃，路要一步一步的走。
人只有踏踏实实，不慌不忙的走，才能走得更稳更远。
有句话说，生活不简单，尽量简单过。
人的一生急也就这么长，慢也就这么长，所以关键不在速度，而在质量。
急会让人忽略美好，丢掉快乐。
不是所有的事情都越快越好，有的时候慢慢来也是一种人生的智慧。
人的美妙不是在于终点，而是在于一路走来的风景。
人生不及又何须赶路。
慢慢看风景，细细品味人生。
起步每分。
There are three wise men.
Okay, let's walk into this article together to taste the truth slowly.
As the old saying goes, haste is not fast.
The more you worry about many things, the easier it is to make mistakes, but the harder it is to get things done.
Anxiety not only can't solve any problems, it can also bring down the mentality.
Ok. Life needs to find the right direction, one step at a time in order to go further and smoothly.
The trilogy of wise men, first of all, is not eager to be famous.
Whether a person is good or not famous is not to be praised by himself, but to be recognized by everyone. People's reputation is not overnight.
Can be recognized, but slowly talk about it.
There is a saying that talented people are not afraid of namelessness, reputation is imaginary, and ability is real. The most taboo thing about being a man and doing things is.
Anxious to be famous.
Because you are eager to be famous, you will lose your way, and you will fail when you do anything. Only when you take your time, use your true ability to press down, and gain fame, is truly admirable.
There are three wise men. The second thing is to do things without rushing for profit.
There is a saying that the prosperity of the world is for profit, and the hustle and bustle of the world is for profit.
Everyone loves Li, but doing things too fast for quick success will make things more difficult.
People who are eager for quick success will easily give up halfway, and those who are not eager for quick success can get twice the result with half the effort.
As mentioned in the 10,000-hour genius theory, it takes at least 10,000 hours of effort to become an expert in a certain field.
Then 10,000 hours are broken down into eight hours a day, five days a week, and it takes five years to make persistent efforts.
As the saying goes, if you can’t eat hot tofu if you are anxious, eager for quick success and quick benefits is a stumbling block to accomplishing great things.
Time will give feedback.
There are three wise men. The third thing is that there is no need to worry about the way of life.
Nowadays, society pays attention to everything fast, but a lot of things have been lost in the process.
Fast food can't experience the happiness of food.
Read it quickly. Can't taste the essence of the book.
One's life is anxious to miss the beauty, and only slow can keep the years.
Not satisfied with a little achievement.
Just think of every way to speed up and make yourself successful.
Forget about taking every step well.
It is difficult for anxious people to appreciate the joy of life.
You have to eat one bite at a time, and you have to walk step by step.
People can walk more steadily and farther only if they walk steadily and calmly.
There is a saying that life is not simple, try to live as simple as possible.
A person’s life is so long as anxious, and so long as it is slow, so the key is not speed, but quality.
Anxiety makes people ignore the beauty and lose happiness.
Not everything is as fast as possible, and sometimes it is a kind of wisdom in life to take it slowly.
The beauty of people lies not in the destination, but in the scenery along the way.
Why not hurry if life is too late.
Slowly look at the scenery and savor life carefully.
Start every minute. -
2021-03-02
军工大消息，刚刚军队装备条例正式发布，其中有句话全面聚焦备战打仗这种提法还是第一次国防军工的。
机会来了，前面分享的战斗机整机标底今天十厘米，强势封板没跟上的。接下来认真听了在最近的局部冲突中，有一个东西出现频率越来越高。
它就是无人机，比如纳卡冲突中，阿方就借助了无人机的空中打击能力，军用无人机以成本低，维护少，不需要飞行员等优势。在未来战争中会越来越重要。
所以军工板块无人机有大机会，我国的无人机起步较晚，二零一五年市场规模仅六十六亿元。不过近几年发展迅速，目前已经拥有了。
翼龙降龙无人侦察机，利剑无人战斗机。去年无人机市场规模达到三百五十九亿元，增长了四倍，年幅的增长率高达百分之五十二，并且预计到二零二五年将达到两千两百四十亿元，再增长五倍。
我们在过去那些市场表现好的方向，无论是光伏还是新能源车，都有一个特点，就是增长快。无人机同样具备这个特点，既符合未来战争的需要，同时订单持续增加。
所以接下来无人机里也可能走出像隆基股份、宁德时代这样的大牛，其中一家公司是国内无人机的龙头，军用无人机实力国内第一。并且。
是唯一同时具备整机和导弹研制能力的单位。随着无人机的需求持续释放，公司的成长空间将更加广阔。
In the military industry news, the military equipment regulations have just been officially released, and there is a saying that this is the first time for the national defense military industry to fully focus on preparing for war.
The opportunity came. The base of the fighter aircraft shared earlier was ten centimeters today, but the strong seal failed to keep up. Then I listened carefully. In the recent local conflicts, one thing appeared more and more frequently.
It is an unmanned aerial vehicle. For example, in the Naqqa conflict, the Arab side used the aerial strike capability of the unmanned aerial vehicle. Military unmanned aerial vehicles have the advantages of low cost, low maintenance and no need for pilots. It will become more and more important in future wars.
Therefore, there is a big opportunity for UAVs in the military industry. my country’s UAVs started late, and the market size in 2015 was only 6.6 billion yuan. However, it has developed rapidly in recent years, and it is now available.
Pterosaur Jianglong unmanned reconnaissance aircraft, sword unmanned fighter. Last year, the drone market reached 35.9 billion yuan, a four-fold increase, with an annual growth rate of 52%, and it is expected to reach 2224 billion by 2025. Yuan, five times more.
We have performed well in those markets in the past, whether it is photovoltaics or new energy vehicles, which have one characteristic, that is, rapid growth. UAVs also have this feature, which not only meets the needs of future wars, but also continues to increase orders.
Therefore, in the future, the drones may also come out of big cows such as Longji shares and Ningde era. One of the companies is the leader of domestic drones, and the strength of military drones is the first in China. and.
It is the only unit that has both complete aircraft and missile development capabilities. As the demand for drones continues to be released, the company's growth space will be broader. -
2021-03-01
周期还有机会吗？去年周期涨了一波，但是很明显不尽兴。最近很多人在问周期还有没有机会，今天告诉你。
周期主要看宏观经济，目前国内的宏观经济持续向好，工业生产全面回暖，预计二零二零年四季度g d p 同比增长百分之五点五。
是全球唯一保持正增长的大国。今年一季度因为基数低，所以增速会更快。g d p 同比增长超过百分之十，问题不大。
更有机构预测，同比增长百分之二十，经济快速增长将驱动周期品涨价。这在去年的煤炭、铝等周期品上已经有过表现。
加上疫苗投入市场，疫情得到控制后，国外经济也会复苏，这也会助推周期的行情。那么周期的机会要怎么把握？提到周期大家都会想到煤炭。
郑州煤电两个月涨了四倍，让人印象深刻。煤炭虽然需求很好，但是去年电煤价格已经被限制在了六百四十元每吨。
限价的问题会影响市场对煤炭板块的估值，所以很难再有大机会再说钢铁，这也是典型的周期行业。但是作为国际大宗商品的铁矿石。
涨价的趋势很难逆转，这就给钢铁行业带来了很大的成本压力，因此也难有行情。目前看比较有希望的就是有色。
国际铜价和铝价持续走强，铝价创出近两年的新高，而同价更是创出了二零一三年以来的新高。接下来全球经济金融复苏期以后。
铜铝价格可能再次走强，去年有色板块走出了华丰铝业，半个月接近翻倍。接下来这样的机会还会再次出现。其中一家公司是国内铝材的龙头。
凭借成本和技术优势持续获得超额利润，并且公司已经实现由传统加工向高端制造的升级。随着经济持续复苏。
公司成长空间有望进一步打开。
Is there still a chance for the cycle? Last year, the cycle rose by a wave, but it was obviously not full of happiness. Recently, many people are asking if there is any chance in the cycle, and I will tell you today.
The cycle mainly depends on the macro economy. At present, the domestic macro economy continues to improve, and industrial production is picking up in an all-round way. It is expected that g d p in the fourth quarter of 2020 will increase by 5.5% year-on-year.
It is the only major country in the world that maintains positive growth. Because of the low base in the first quarter of this year, the growth rate will be faster. g d p increased by more than 10% year-on-year, which is not a big problem.
More institutions predict that with a year-on-year growth of 20%, rapid economic growth will drive the price of cyclical products. This has already been demonstrated in cyclical products such as coal and aluminum last year.
Coupled with the introduction of vaccines on the market, after the epidemic is brought under control, foreign economies will also recover, which will also boost the cyclical market. So how to grasp the opportunity of the cycle? When it comes to cycles, everyone thinks of coal.
Zhengzhou Coal and Electricity has quadrupled in two months, which is impressive. Although the demand for coal is very good, the price of thermal coal has been limited to 640 yuan per ton last year.
The issue of price limit will affect the market's valuation of the coal sector, so it is difficult to have a big opportunity to talk about steel, which is also a typical cyclical industry. But iron ore is an international commodity.
The trend of price increases is difficult to reverse, which has brought a lot of cost pressure to the steel industry, so it is difficult to have a market. The one that looks promising at the moment is colored.
International copper and aluminum prices continued to strengthen, aluminum prices hit a new high in the past two years, and the same price hit a new high since 2013. After the period of global economic and financial recovery.
Copper and aluminum prices may strengthen again. Last year, the non-ferrous sector moved out of Huafeng Aluminum and nearly doubled in half a month. This opportunity will reappear in the future. One of the companies is the leading domestic aluminum company.
Relying on cost and technical advantages, it continues to obtain excess profits, and the company has realized the upgrade from traditional processing to high-end manufacturing. As the economy continues to recover.
The company's growth space is expected to be further opened up. -
2021-02-28
二零二一年到了，新年新气象，在这里首先祝大家抓大牛避雷坑账户长虹，万事大吉。关于今年行情的看法，目前机构普遍看好春季躁动。
那么具体会有哪些机会？接下来我会陆续给大家分享。所以一定要关注每年一号文都是关于农业的，历来农业板块也有春季行情的传统。
所以我们新年第一个视频就来聊农业。
目前农业最核心的话题就是粮食安全，不仅放到了首要位置，并且还反复强调这里面种业最近首次提到。
要坚决打好种业翻身仗。很多人觉得奇怪，我们杂交水稻产量那么高，怎么种业还要翻身？
那只是杂交水稻，从全球种子市场份额来看，前几位没有一家中国公司，像我们用的玉米种子很多都是belt。
而玉米在种子市场的份额又是最高的，达到百分之二十三。所以要打好种业的翻身仗，关键就在玉米种子。
并且经过近几年的供给侧改革，玉米种子库存处于低位。考虑到今年玉米种植效益明显提升以及生猪存栏恢复带来的饲用需求的回暖。
玉米种子需求将明显增加，供需的矛盾也将会推动玉米种子的行情。接下来的机会我们就要在玉米种子里找。
其中一家公司玉米种子国内领先，并且在玉米转基因技术方面储备丰富。在这场玉米种子的翻身账中转基因。
就是农业的关键核心技术随着应用的不断深入，公司有望直接受益。
2021 is here, and the new year is new. Here, first of all, I wish you all the best for catching the account of Daniu lightning pit Changhong. Regarding the views on the market this year, institutions are generally optimistic about the spring disturbance.
So what are the specific opportunities? Next, I will share with you one after another. Therefore, we must pay attention to the annual No. 1 document is about agriculture, and the agricultural sector has always had the tradition of spring market.
So we will talk about agriculture in the first video of the new year.
At present, the core topic of agriculture is food security, which not only puts it in the first place, but also repeatedly emphasizes that the seed industry has mentioned it for the first time recently.
We must resolutely fight the seed industry's turnaround. Many people find it strange that our hybrid rice output is so high, why the seed industry has to turn around?
That's just hybrid rice. From the perspective of the global seed market share, the top few do not have a Chinese company. Many of the corn seeds we use are belts.
And the share of corn in the seed market is the highest, reaching 23%. Therefore, the key to a good turnaround in the seed industry lies in corn seeds.
And after supply-side reforms in recent years, corn seed stocks are at a low level. Taking into account the significant increase in corn planting efficiency this year and the recovery of feed demand brought about by the restoration of pig stocks.
The demand for corn seeds will increase significantly, and the contradiction between supply and demand will also promote the market for corn seeds. We will look for the next opportunity in corn seeds.
One of the companies is the domestic leader in corn seeds and has abundant reserves of corn genetically modified technology. Genetically modified in this turning over of corn seeds.
It is the key core technology of agriculture, as the application continues to deepen, the company is expected to directly benefit. -
2021-02-27
新的一年还有哪些机会？今天来聊聊军工，前不久刚提出了确保二零二七年实现建军百年奋斗目标这全新百年目标。
这笔此前曾提出的在二零三五年实现国防和军队现代化时间节点进一步提前，而要实现这个目标，我们就需要加快武器装备现代化。
加快升级换代和智能化发展未来新型先进武器装备采购数量有望显著提升，相关军工产业链有望受益。具体有哪些呢？
军机就是其中之一。数量方面，目前我国军机数量是三千两百六十架，而美军是一万三千两百三十二架，是我们的四倍。结构方面，我军军机以二代机、三代机为主。
四代机歼二零仅列装了十九架，而美军已经拥有一百七十七架f 二十二和一百九十六架f 三十五，并且我们周边的日韩陆续采购f 三十五，使得我们在四代机竞争中逐渐失去优势。
因此接下来四代机的短板有望尽快补上，数量有可能明显增加，这就带来了歼二零产业链的机会。其中一家公司是国内唯一一家。
战斗机整机标的，并且航母上的舰载机也是公司提供。未来五年，随着空军和海军的发展，公司的成长空间将更加广。
What are the opportunities in the new year? Let’s talk about the military industry today. Not long ago, I just put forward the brand new century-old goal of ensuring the achievement of the century-old goal of building the army by 2027.
This previously proposed time point for the realization of national defense and military modernization in 2035 is further advanced. To achieve this goal, we need to accelerate the modernization of weapons and equipment.
Accelerate the upgrading and intelligent development of the future. The number of new advanced weapons and equipment purchases is expected to increase significantly, and the relevant military industry chain is expected to benefit. What are the specifics?
Military aircraft is one of them. In terms of quantity, the current number of my country's military aircraft is 3,260, while the number of US military aircraft is 13,232, which is four times ours. In terms of structure, our military's military aircraft are mainly second-generation and third-generation aircraft.
The fourth-generation J-20 has only 19 installed, while the US military already has 177 f 22 and 196 f 35, and our neighboring Japan and South Korea have successively purchased f 3 Fifteenth, we gradually lose our advantage in the competition of fourth-generation machines.
Therefore, the shortcomings of the next four generations of aircraft are expected to be made up as soon as possible, and the number may increase significantly, which brings opportunities for the J-20 industry chain. One of these companies is the only one in China.
The entire fighter aircraft is the standard, and the carrier-based aircraft on the aircraft carrier is also provided by the company. In the next five years, with the development of the Air Force and Navy, the company's growth space will be broader. -
2021-02-26
特斯拉要涨价了。最近，特斯拉中国高管表示，特斯拉国产化率目标已基本实现，未来继续降价可能性不大。如果未来原材料或零部件价格出现上涨。
特斯拉电动车也不是没有涨价，可能要知道这两年特斯拉降价，可是刹都刹不住。从去年十月到今年十月这一年时间里。
国产model 三一共经历了五次调价，以标准续航后驱升级版车型为例，其价格由最初的三十五点五八万元降到目前的二十四点九九万元。
降了近十一万，这次真的要涨价了吗？未必。尽管经历多次降价，特斯拉毛利率仍然很高。据测算，国产model 三的成本大概是十八点八七万元。
每台车利润是六点一二万元，毛利率百分之二十五。与同行相比，这已经很高了。比亚迪毛利率百分之二十左右，上期更低只有百分之十左右。
在model 三的成本中，电池成本占了百分之三十八，而动力电池价格下降是必然趋势。预计到二零二六年，动力电池市场平均价格。
将降到一百美元每千瓦时，特斯拉的电池成本只会更低，并且根据特斯拉自己的目标，到二零二五年，电池包成本有望从零点八一元每瓦时。
降低一半到零点三九元每瓦时，以入门级model 三为例，每台车的电池包成本将由四点五万元下降到二点一万元，降低一半以上。
按照这个计划，到时候特斯拉可能会比燃油车还便宜。马斯克自己都说大约三年内就能制造出价格两万五千美元的全自动驾驶汽车。
相当于人民币十六万元左右，不到二十万。而要实现这个目标，特斯拉的产销量还要再上一个台阶。面对明年开始的新能源车补贴退坡。
相比于涨价，特斯拉再一次降价的可能性反而更大一些。
Tesla is going to increase prices. Recently, Tesla China executives said that the goal of Tesla's localization rate has been basically achieved, and it is unlikely that prices will continue to be reduced in the future. If the price of raw materials or parts rises in the future.
Tesla electric cars are not without price increases. You may need to know that Tesla has cut prices in the past two years, but it hasn't stopped. From October last year to October this year.
The domestic model Sany has undergone five price adjustments. Taking the upgraded version of the standard battery life rear-drive model as an example, its price has dropped from the initial 355.8 million yuan to the current 249900 yuan.
It has dropped by nearly 110,000. Is the price really going to increase this time? not necessarily. Despite many price cuts, Tesla's gross profit margin is still high. According to calculations, the cost of the domestic model 3 is about 188,700 yuan.
The profit per vehicle is 61,200 yuan, and the gross profit margin is 25%. Compared with peers, this is already very high. BYD's gross profit margin was about 20%, which was only about 10% lower in the previous period.
In the cost of Model 3, battery costs accounted for 38%, and the decline in power battery prices is an inevitable trend. It is estimated that by 2026, the average market price of power batteries.
Will drop to one hundred dollars per kilowatt-hour, Tesla’s battery cost will only be lower, and according to Tesla’s own goals, by 2025, the battery pack cost is expected to be from 0.81 yuan per watt hour .
Reduce by half to 0.39 yuan per watt-hour. Taking the entry-level Model 3 as an example, the cost of battery packs per car will be reduced from 45,000 yuan to 210,000 yuan, which is more than half.
According to this plan, Tesla may be cheaper than gasoline vehicles. Musk himself said that in about three years, a fully self-driving car with a price of US$25,000 can be manufactured.
It is equivalent to about RMB 160,000, which is less than 200,000. To achieve this goal, Tesla's production and sales have to go to a higher level. Facing the decline in subsidies for new energy vehicles starting next year.
Compared to price increases, Tesla is more likely to cut prices again. -
2021-02-25
特斯拉超充工厂最新消息，位于上海临港新区的特斯拉超级充电桩工厂正在紧张施工中，设备安装已初具雏形，很快就要投产。
继新能源车之后，充电桩的机会也要来了。截至二季度，我国新能源车保有量是四百一十七万辆，而充电桩保有量仅有五十六万个。
车桩比七比一，充电桩严重不足，巨大的需求缺口也意味着广阔的市场前景。按照新能源车产业发展规划。
到二零二五年，我国新能源车渗透率要提高到百分之二十，现在只有百分之五，还有四倍的成长空间，这也将带来充电桩的快速增长。
按照目前一车一桩的政策目标，预计到二零三零年，我国充电桩的保有量将达到两千九百八十一万个，是现在的。
十八位。所以接下来充电桩将享受新能源车增长和配置比例提高的双重利好。新能源车里走出了比亚迪这样一年三倍的公司。
接下来，充电桩有望复制新能源车的表现，其中一家公司是国内充电桩的龙头企业，充电桩总量全国第一。
充电量在过去四年里增速高达百分之一百零五。特斯拉充电桩年产只有一万个，与目前三百万的需求缺口相比，几乎可以忽略。
而公司作为国内充电桩龙头会更加。
The latest news from Tesla's supercharger factory is that the Tesla Supercharger Pile Factory in Shanghai's Lingang New Area is under intense construction. The equipment installation has begun to take shape and will soon be put into operation.
Following the new energy vehicles, the opportunity for charging piles is also coming. As of the second quarter, the number of new energy vehicles in my country was 4.17 million, while the number of charging piles was only 560,000.
The vehicle pile ratio is seven to one, the charging pile is seriously insufficient, and the huge demand gap also means a broad market prospect. According to the new energy vehicle industry development plan.
By 2025, the penetration rate of new energy vehicles in my country will increase to 20%. Now it is only 5%. There is still four times the room for growth. This will also bring about the rapid growth of charging piles.
According to the current policy goal of one vehicle, one pile, it is estimated that by 2030, the number of charging piles in my country will reach 29.81 million, which is now.
Eighteen. Therefore, charging piles will enjoy the dual benefits of the growth of new energy vehicles and the increase in the allocation ratio. New energy vehicles are out of a company that triples in a year like BYD.
Next, charging piles are expected to replicate the performance of new energy vehicles. One of the companies is a leading domestic charging pile company, and the total number of charging piles is the first in the country.
The charging capacity has increased by 105% in the past four years. The annual output of Tesla charging piles is only 10,000, which is almost negligible compared with the current demand gap of 3 million.
As the leader of domestic charging piles, the company will be even more. -
2021-02-21
天宫空间站要来了，目前我国空间站建造任务已经全面开启，空间站试验核心舱和发射用的长征五号b 遥二火箭的研制工作已经完成。
明年春季将发射核心舱航天板块的机会来了，军工板块导弹需求催生了洪都航空半年三倍的航天。接下来空间站的建造需求带动下。
谁能成为航天板块的航空马上揭晓。我国一九九二年提出了载人航天三步走发展战略，第一步，发射载人飞船已经完成。
第二步，航天员出舱活动空间，飞行器交会对接发射空间实验室这步也已经完成，而现在正在进行的就是第三步建造。
空间站未来两年，我国将进行多达十一次的高密度发射，预计二零二二年前后完成空间站在轨建造计划。另外。
国际空间站已经出现多次漏气事故，很可能在二零二四年被迫退役，到那时候地球外太空可能就只有我国的空间站还在运行。
目前已经有来自十七个国家、二十三个实体的九个项目入选天宫空间站的工程，后续类似项目还将越来越多，这将进一步加速我国航天领域的发展。
所以一方面是近期我们建造空间站的巨大需求，另一方面是长期国际空间站退役转移过来的需求，两方面因素将持续推动。
航天使用，那么究竟有哪些公司会受益呢？其实负责空间站建设的基本上都是各大航天院所，比如明年春季即将发射的核心舱。
就是航天五院负责。值得关注的是，这些院所下属的上市公司，其中一家公司由航天五院控股，主要负责小卫星的制造，并。
且公司在卫星通信领域也有布局未来随着我国航天市场的快速发展，公司的成长空间将更加广阔。
The Tiangong space station is coming, and the construction of my country's space station has been fully launched. The development of the space station's test core module and the Long March 5b Yao-2 rocket for launch has been completed.
The opportunity to launch the core module aerospace sector next spring is here. The demand for missiles from the military sector has given birth to Hongdu Aviation’s three times as many aerospace in half a year. Next, the construction demand of the space station was driven.
Who can become the aerospace sector of aviation will be announced immediately. my country proposed a three-step development strategy for manned spaceflight in 1992. The first step is to launch a manned spacecraft.
The second step is for the astronauts to move out of the space, the rendezvous and docking of the aircraft and the launch of the space laboratory have also been completed, and the third step of construction is now underway.
In the next two years, my country will conduct as many as eleven high-density launches of the space station. It is expected that the space station orbit construction plan will be completed around 2022. In addition.
The International Space Station has experienced multiple air leaks and it is likely to be forced to decommission in 2024. By that time, only my country's space station may still be operating in outer space.
At present, nine projects from 17 countries and 23 entities have been selected for the Tiangong Space Station, and there will be more and more similar projects in the future, which will further accelerate the development of my country's aerospace field.
Therefore, on the one hand, there is the huge demand for our space station construction in the near future, and on the other hand, the demand transferred from the long-term international space station decommissioning. Both factors will continue to promote.
Aerospace use, so which companies will benefit? In fact, the major aerospace institutes are basically responsible for the construction of the space station, such as the core module that will be launched next spring.
It is the 5th Academy of Aerospace in charge. It is worth noting that one of the listed companies affiliated to these institutes is controlled by the Fifth Aerospace Academy and is mainly responsible for the manufacture of small satellites.
And the company also has a layout in the field of satellite communications. With the rapid development of my country's aerospace market in the future, the company's growth space will be broader. -
2021-02-19
光伏单晶炉配件也短缺了，由于下游光伏装机需求旺盛，之前就出现过光伏玻璃涨价短缺的情况。弗莱特一个月就涨了一倍。
现在单机蠦需求也起来了，这就导致碳碳热场材料。郭邦等单机蠦配件一统难求，探探日常材料的机会来了。那么接下来谁能成为探探热场材料里的弗莱特？
马上见效。
热场材料是单晶炉里必不可少的配件。我国在这方面起步较晚，在光伏行业发展前期，单晶拉制炉、多晶铸锭炉、热场系统部件材料。
主要采用国外进口的高纯、高强等净压石墨。
但是石墨热场系统成本高，不符合光伏行业降成本扩规模的发展方向，特别是在单晶炉拉直庐的容量从十六英寸至二十英寸热场。
快速发展到现在的二十六英寸和二十八英寸。热场后等降压什么的脆性已经在安全性方面不能适应大热场的使用要求，因此。
逐渐被碳基复合材料取代。
由于碳基复合材料的研发和制造技术壁垒高，目前市面上能够找到的做热场材料的公司并不多，其中一家就是在科创板上市的金箔股份。
本周已经涨了近百分之五十。
但是毕竟太高，公司的探探日产材料预计将于明年建成投产，新增年产六百五十吨碳碳热场材料，预计建产能是金箔的三倍。
并且价格比金帛便宜得多。随着光伏产业持续高速增长，公司的成长空间将更加光伏。
There is also a shortage of photovoltaic monocrystalline furnace accessories. Due to the strong demand for downstream photovoltaic installations, there has been a shortage of photovoltaic glass prices before. Fleet doubled in a month.
Now the demand for stand-alone machines is also rising, which leads to carbon-carbon hot-field materials. Guo Bang and other stand-alone parts are hard to find, and the opportunity to explore everyday materials is here. So who will become the Flett in Tantan Hot Field Materials?
Effective immediately.
The thermal field material is an indispensable accessory in the single crystal furnace. my country started late in this regard. In the early stage of the development of the photovoltaic industry, single crystal drawing furnaces, polycrystalline ingot casting furnaces, and thermal field system component materials.
Mainly use imported high-purity, high-strength, net pressure graphite.
However, the high cost of the graphite thermal field system is not in line with the development direction of the photovoltaic industry to reduce costs and expand the scale, especially in the single crystal furnace straightening room whose capacity is from 16 inches to 20 inches.
Rapid development to the current 26 inches and 28 inches. The brittleness of waiting for pressure reduction after the thermal field has been unable to meet the requirements of the use of large thermal fields in terms of safety, therefore.
Gradually replaced by carbon-based composite materials.
Due to the high technical barriers to the R&D and manufacturing of carbon-based composite materials, there are not many companies that can be found in the market to make thermal field materials. One of them is the gold foil shares listed on the Science and Technology Innovation Board.
It has risen by nearly 50% this week.
But after all, it is too high. The company's Tantan Nissan material is expected to be completed and put into production next year, with an additional annual output of 650 tons of carbon-carbon thermal field materials, which is expected to have a production capacity three times that of gold foil.
And the price is much cheaper than Jinbo. As the photovoltaic industry continues to grow rapidly, the company's growth space will be more photovoltaic. -
2021-02-18
量子领域新进展。刚刚阿里发布量子开发平台，并全面开源量子模拟器开张二点零，这将有助于我国量子领域的研究和应用探索。
量子概念的机会来了，量子技术可以说是科技的珠穆朗玛峰。那么它所带来的机会在哪里？别着急，接着往下听。前不久，我国科学家刚完成构建了七十六个光子的量子计算原型机。
九章并实现了具有实用前景的高斯博色取样任务的快速求解。这比去年谷歌发布的量子计算原型机悬铃木还要快一百亿倍。可以说我。
我国的量子技术全球领先，而量子技术的应用比较成熟的就是量子通信。量子通信具有不可破译性、安全性远高。传统加密技术。
目前，广域量子通信骨干网正在建设，计划将建设三十二个量子通信城域网。未来，随着量子技术产业化的不断成熟。
量子通信大规模商业化时代即将到来，预计到二零二五年，量子通信市场规模将超过一千亿。
每一次科技的进步都会诞生伟大的公司。相信接下来量子通信领域也会出现这样的公司，其中一家公司是国内最早把量子通信技术。
产业化的公司主要提供量子通信设备公司的产品与技术已经得到了充分验证，并且第二大股东正式研发出量子计算。
原型机九章的潘建伟教授是最纯正的量子通信标的。随着未来量子通信产业化的不断推进，公司的成长空间将进一步打开。
New progress in the quantum field. Alibaba just released the quantum development platform and opened a full open source quantum simulator at two o'clock, which will help my country's research and application exploration in the quantum field.
The opportunity of quantum concept has come. Quantum technology can be said to be the Mount Everest of science and technology. So where are the opportunities it brings? Don't worry, then continue listening. Not long ago, Chinese scientists just completed the construction of a quantum computing prototype with 76 photons.
Nine chapters and realized the fast solution of Gaussian sampling task with practical prospects. This is 10 billion times faster than the quantum computing prototype Platanus released by Google last year. You can say me.
my country's quantum technology is the world leader, and the application of quantum technology is relatively mature is quantum communication. Quantum communication is unbreakable and highly secure. Traditional encryption technology.
At present, the wide-area quantum communication backbone network is under construction, and it is planned to build 32 quantum communication metropolitan area networks. In the future, as the industrialization of quantum technology continues to mature.
The era of large-scale commercialization of quantum communications is coming. It is estimated that by 2025, the quantum communications market will exceed 100 billion.
Every technological advancement will give birth to great companies. It is believed that such companies will also appear in the quantum communication field in the future, and one of them is the first company in China to develop quantum communication technology.
Industrialized companies mainly provide quantum communication equipment. The products and technologies of the company have been fully verified, and the second largest shareholder has officially developed quantum computing.
Professor Pan Jianwei of the nine chapters of the prototype is the purest quantum communication target. With the continuous advancement of the industrialization of quantum communications in the future, the company's growth space will be further opened. -
散户的钱是如何被主力赚走的How is retail money earned by the main force
2021-02-15
你的钱是如何被主力赚走的？知己知彼，百战不殆。我们来市场是炒股来了，既然我们是炒股，我们就知道什么叫炒。
炒就是炒作。
但是是我们吵吗？不是，是谁在吵，是主力在吵。
因为我们没有能力把价格炒高或者炒低，那么具体能够把价格炒高，炒低的人是谁？是主力，为什么主力能炒作，而我们炒不动呢？
原因很简单，就是我们知道市场当中有一个叫流通盘的一个东西，每一只股票都有它的流通盘。那么这个流通盘就是说可以在这个市场当中所交易的筹码总数。
有一句话叫物以稀为贵，当市场当中可交易的筹码越来越少的时候，那么这个价格的可控性就越强。
筹码流动的多的话，那它的这个价格可控性就比较比较小。这就是我们发现市场当中有的时候这个价格会很快就拉升。
但是有的时候呢，价格始终在盘着，那么这个是什么造成的呢？就是在这个市场当中买卖不活跃的时候，价格呢通常都在震荡。
那么当这个买卖活跃的时候，价格就会波动。那么怎么才能形成价格波动？就是买卖活跃呢？就是市场当中流通的筹码越少。
买的人越多，卖的人越少，那么这个时候一定会产生一个价格的波动。这么讲可能大家不太理解，有些新朋友可能不太理解。那我举个例子。
北极的。
现在你是一个商人，你要做鸡蛋生意，你想垄断你这个城市的鸡蛋如何来做啊？
首先第一步你把你这个城市周围的养鸡场的鸡蛋全收了，收完以后呢，不去供应。
在你仓库里放着市场当中的鸡蛋是不是越来越少？那这时候呢市场的需求是不是越来越大，很多人都要买鸡蛋，他要吃吗？他要买。这个时候呢你就是不卖。
然后鸡蛋的价格随着供需关系的影响，鸡蛋价格是不是越来越贵？这时候呢。
鸡蛋原来五块钱你就不卖，市场的鸡蛋越来越少，然后六块钱也能卖，七块钱也能卖，八块钱也能卖。甚至你说我想卖到一百块钱一斤鸡蛋怎么做啊？
那这个市场自然交易肯定是形不成这个价格的，怎么办？你就需要制造题材了。就说说。
找一个理由，找一个题材，说现在鸡蛋啊能吃鸡蛋会给我们的生活带来一种什么样的好处，或者对我们的身体健康啊有一个什么积极的影响。
这时候呢有些老板就啊就觉得哎呦原来吃鸡蛋这么好，那现在的鸡蛋呢已经开始有它的价值了。然后我要卖一百块钱一斤，你看能不能卖出去。
可以吧，因为只要有人愿意花一百块钱买你这个鸡蛋，那你的鸡蛋价格就能定在一百块钱，因为有成交吗？对吧？有你在一百块钱卖，有人一百块钱再买那这个鸡蛋价格的成交价格就会成交在一百。
那么只要有了成交，大家就会慢慢的认可这个价格。所以说价格就是这么炒起来的。那么对于我们的市场是如何操作呢？也是同样道理。
第一步，主力要把流通盘当中的筹码尽可能的往自己的手里去去买入。他买的这个流通盘筹码越多，外边流通的筹码就会越少。
这时候呢价格就可操纵性更强，只要有人还有需求，那这价格必然会涨。
所以说我们就知道主力第一步要做的是什么，叫建仓，建仓是干嘛呢？就是把这个流通盘当中的大部分筹码，他想尽办法搂到自己这里。
而且通常的这个时候价格是很低的，因为没有炒作之前价格是不会涨的很高的。他会在一个很低的价格大量购买低价筹码，这个过程叫建仓。
那你想一想，如果在价格很低的情况下，那么投资者愿不愿意把这个筹码低价卖给他，肯定是不愿意的。但是他怎么才能在很低的价位。
把你的筹码买过来呢，只有一种方式可以做到吓唬你。
出各种消息。
利用各种市场当中负面的东西来刺激你，让你不敢再持有这支股票，然后让你忍痛割爱卖给了他。
我们市场当中经常见到对吧？为什么我们很多朋友说我都扛了很长时间了，我扛了半年了，我扛了一年了，在这个实在是不敢扛了，对吧？市场感觉要崩盘了，我不敢扛了，我把我把我的一卖。
价格就涨了，那是什么原因？真的是你扛不住了吗？不是，是市场当中外界的因素影响的。你如果你。
两耳不闻窗外事，什么都不知道的话，我相信你就拿住了。正是因为你到处去打听消息，到处去看新闻，看的这么多东西，被主力一利用，正好你就卖了。
如果你啥都不贴，我相信你也不卖。
是吧卖给主力以后，主力在低价大量收购了筹码以后，那么是不是市场上流通的筹码就少了，这个时候怎么办？
主力也不可能拿着这么多筹码一直养着吧。他需要干什么？他需要把价格从低点拉到高点把它卖出去，然后从中获取差价。主力也是干这个事的。
然后怎么办？拉升。
对吧他要拉升，把价格拉高。那么在拉高的过程当中，由于外边的筹码已经很少了，只要他要买卖的人就。
就很少了，对吧？因为要卖的话，你早就已经卖出去了。那么如果再把价格拉高的过程当中，卖的人越来越少，因为所有卖卖出去筹码的人都。
都会被他全接回来。那么这个时候就成了一个单方的买方市场。那么如果成了一个单边买方市场的话，那个价格会不断不断的升高，那么等价格高到一定程度以后。
主力要把自己低价买入的筹码大量再卖给你，那怎么才能卖给你？我们投资者也不傻，也不笨，对吧？
从十块钱涨到了五十块钱，然后你也知道主力是十块钱的成本，现在五十块钱要卖给你，你会接吗？你肯定不敢接吧。
那他为什么能让你接？
大家想过这个问题吗？打开电视机看看股评。
你就知道了他为什么，因为你就在听公司业绩好。
产品有热点呃，这个企业有热点，然后他开发了什么什么新产品，有什么什么概念，就是这种东西让你感觉哎呀这个这个股票太好了，如果拿着它以后。
还有更高的这个利润空间和更大的利润空间。那我不行，那我得买一点，要不然错过这个机会怎么办？然后呢，再加上有一些这个评论家。
啊，告诉你该股业绩啊业绩好，潜力强，再加上呢有概念啊，未来中长期发展潜力非常巨大，建议投资者中长线持有。
你是不是就持有了，对吧？然后呢，他怎么办？
大家都这么踊跃的去买，那主力干嘛？那还不赶紧卖给你啊，对吧？那还不主力赶紧卖给你。然后大家会发现在卖的过程当中，他会怎么卖？
很多朋友说，那收了根大阴线，是不是主力就卖了，我告诉你主力真派发的时候，他一定不会这么卖。如果收根大阴线，早把你吓跑，你就不敢买了。
他一定会用很温和的方式在高位进行横盘震荡。我们大家都知道我们散户做交易。
你买入股票的一个理由和你卖出的股票的理由是什么？我们绝大多数的投资者朋友买入股票以后，你是亏钱不卖。
不挣钱不卖让你赚钱你就会卖。
大家想一想，我们的交易是不是这样？假如说你现在买了一只股，五十块钱，买了一只股票，这个股票一直在五十五十一、四十九这儿震荡的话，你会不会卖掉？
你一定不会卖，为什么呢？你不赚钱不卖吗？没有达到你的预期目标，你不会卖。
是不是什么情况下会让你卖五十买的股票，突然五十五六十了，你就跑了，是不是这样？还有一种情况会不你不卖的一个原因怎么。
五十四十九四十八四十九，然后因跌一点一点的往下跌，你也不会卖。那么主力就是利用了我们投资者这种心态。
然后他把价格牢牢的控制在，比如说从十块涨到五十，他会把价格牢牢控制在五十块钱左右上下震荡。然后一震荡就是三个月到半年的时间。
然后呢，你也慢慢习惯了这个这个过程，你觉得这个股票很安全，你看不抗跌啊，跌不下来跌不下来，你就不舍得卖。然后再加上外边给你山峰。
啊，外边市场当中的消息在给你删封，说改股业绩好，潜力足，在天天扇着这个风，人家在这儿横盘，外边儿扇着风，你这个股票就坚定持有了。
是不是这样的，然后人家通过三个月也好，通过半年也好，通过甚至通过更长的时间也好，一点一点的卖给你。然后我们很多朋友拿到这种股票以后，还在那儿每天。
很开心很高兴。等着下一波行情的爆发呢，其实你不知道主力已经慢慢的把筹码都转到你手里了。那么有一天当主力的筹码全部转到散户皗里的这一天的时候。
后果是什么？可想而知。接下来就是。
飞流直下三千尺，跌到多少跟我没关系。
How is your money earned by the main force? Know yourself and the enemy, and a hundred battles will never end. We come to the market to speculate. Since we are speculating, we know what speculation is.
Hype is hype.
But are we noisy? No, who is arguing, the main force is arguing.
Because we do not have the ability to speculate prices up or down, who can speculate prices up and down? It is the main force. Why can the main force be hyped, but we can’t?
The reason is simple. We know that there is a thing called a circulating disk in the market, and every stock has its circulating disk. Then this circulation plate is the total number of chips that can be traded in this market.
There is a saying that the scarcity is the most expensive. When there are fewer and fewer tradable chips in the market, then the price is more controllable.
If the chips flow more, then its price controllability is relatively small. This is what we find in the market sometimes the price will rise quickly.
But sometimes, the price is always holding, so what caused this? Even when trading is not active in this market, prices are usually fluctuating.
Then when this transaction is active, the price will fluctuate. So how can price fluctuations be formed? Is trading active? That is, the fewer chips in the market.
The more people who buy and the fewer people who sell, there will be a price fluctuation at this time. People may not understand it this way, and some new friends may not understand it. Let me give you an example.
Arctic.
Now you are a businessman and you want to do the egg business. How do you want to monopolize the eggs in your city?
The first step is to collect all the eggs from the chicken farms around your city. After the collection, you will not supply them.
Are there fewer and fewer eggs in the market in your warehouse? At this time, is the demand in the market growing, and many people want to buy eggs, do they want to eat them? He wants to buy. At this time, you just don’t sell it.
Then the price of eggs is affected by the relationship between supply and demand. Is the price of eggs more and more expensive? At this time.
You didn't sell eggs for five yuan, and the market has fewer and fewer eggs. Then you can sell them for six dollars, seven dollars, and eight dollars. Even if you say I want to sell eggs for 100 yuan a catty, how to do it?
Then the natural transaction in this market definitely cannot form this price, what should I do? You need to create themes. Just talk.
Find a reason, find a subject, and say what kind of benefits the ability to eat eggs will bring to our lives, or what positive impact it has on our health.
At this time, some bosses felt that eating eggs was so good, but now the eggs have begun to have their value. Then I want to sell it for one hundred yuan a jin, you see if you can sell it.
Okay, because as long as someone is willing to spend 100 yuan to buy your egg, then your egg price can be set at 100 yuan, because there is a deal? Right? If you sell it for 100 yuan, someone buys it for 100 yuan, and the price of the egg will be sold at 100.
So as long as there is a transaction, everyone will slowly recognize the price. That's why the price is up. So how do we operate our market? The same is true.
In the first step, the main force must buy as much of the chips in the circulation as possible into their own hands. The more chips he buys on this circulation plate, the fewer chips he has in circulation.
At this time, the price is more manipulable. As long as there is still demand, the price will inevitably rise.
So we know what the first step of the main force is to do, which is called opening a position. What is the purpose of opening a position? It is to put most of the chips in the circulation plate, he tried his best to hold himself here.
And usually the price is very low at this time, because the price will not rise very high before the hype. He will buy a large amount of low-cost chips at a very low price. This process is called opening a position.
Then think about it, if the price is very low, then the investor is willing to sell this bargaining chip to him at a low price, it must be unwilling. But how can he be at a very low price.
Buy your chips, there is only one way to scare you.
Out all kinds of news.
Use the negative things in various markets to stimulate you, so that you dare not hold this stock anymore, and then let you reluctantly sell it to him.
We often see it in the market, right? Why do many of our friends say that I have been carrying it for a long time, I have been carrying it for half a year, I have been carrying it for a year, I really dare not carry it here, right? The market felt like it was going to collapse, so I didn't dare to carry it. I sold one of my own.
The price has risen. What is the reason? Are you really unable to hold it? No, it is affected by external factors in the market. You if you.
If you don't hear anything outside the window and don't know anything, I believe you will hold it. It is precisely because you go everywhere to inquire about the news, to read the news everywhere, and to read so many things, once they are used by the main force, you happen to sell it.
If you don’t post anything, I believe you won’t sell it either.
Is it true that after selling to the main force, after the main force has bought a large number of chips at low prices, then there are fewer chips in the market? What should I do at this time?
It's impossible for the main force to hold so many chips to keep it. What does he need to do? He needs to pull the price from low to high to sell it, and then get the difference from it. The main force is also doing this.
What then? Pull up.
Right, he wants to raise the price. Then in the process of pulling up, because there are very few chips outside, as long as he wants to buy and sell.
It's very rare, right? Because if you want to sell it, you have already sold it. Then if the price is raised again, fewer and fewer people will sell, because all the people who sell the chips will be.
He will take them all back. Then it becomes a unilateral buyer's market at this time. So if it becomes a unilateral buyer's market, that price will continue to rise, so wait until the price reaches a certain level.
The main force wants to sell you a large amount of chips that they bought at a low price. How can they sell it to you? We investors are not stupid, nor stupid, right?
It has risen from ten dollars to fifty dollars, and then you also know that the main force is the cost of ten dollars, now fifty dollars are sold to you, will you take it? You must be afraid to pick it up.
Then why can he let you pick it up?
Have you thought about this problem? Turn on the TV to see the stock reviews.
You will know why, because you are listening to the company's good performance.
Products have hot spots. Uh, this company has hot spots, and what new products and concepts it has developed? It is this kind of thing that makes you feel that this stock is so good, if you hold it in the future.
There is a higher profit margin and a greater profit margin. Then I can't, then I have to buy some, or else what should I do if I miss this opportunity? Then, there are some critics.
Ah, let me tell you that the stock has good performance and strong potential. In addition, there is a concept that the future medium and long-term development potential is very huge. It is recommended that investors hold the medium and long-term.
Do you just hold it, right? Then, what would he do?
Everyone is so eager to buy, what is the main force? Then don’t hurry up and sell it to you, right? That is not the main force to sell you quickly. Then everyone will find out how will he sell during the selling process?
Many friends said that if you receive a big Yinxian, will the main force sell it? I will tell you when the main force really distributes it, he will definitely not sell it like that. If you take a big Yinxian and scare you away early, you will not dare to buy it.
He will definitely use a very gentle way to swing sideways at high positions. We all know that our retail accounts do transactions.
What is one reason you bought the stock and the reason you sold the stock? After most of our investor friends buy stocks, you lose money and do not sell.
If you don’t make money, you will sell if you make money.
Think about it, is this our transaction? If you buy a stock now for fifty yuan, you bought a stock, and the stock has been fluctuating between fifty-one and forty-nine, would you sell it?
You must not sell, why? Don’t you sell if you don’t make money? You will not sell if you do not reach your desired goal.
Isn't it possible under any circumstances that you will sell the stock you bought at fifty, suddenly fifty-five or sixty, and you ran away, right? There is also a situation where there is no reason why you do not sell.
Fifty forty-nine, forty-eight, forty-nine, and then you will not sell because of the decline. Then the main force is to take advantage of the mentality of our investors.
Then he firmly controlled the price, for example, from ten yuan to fifty yuan, he would firmly control the price to fluctuate around fifty yuan. Then a shock is three months to half a year.
Then, you gradually get used to this process. You think this stock is very safe. You can't resist the fall. If you can't fall down, you can't fall down. You are not willing to sell. Then add the mountains outside to you.
Ah, the news in the external market is being deleted for you, saying that the stock reform has good performance and full potential. It is fanning the wind every day, people are here sideways, and the wind is fanning outside. You will firmly hold this stock.
Isn’t that the case? Then, whether it’s three months, half a year, or even a longer period of time, it’s better to sell it to you bit by bit. After many of our friends got this stock, they were still there every day.
Very happy, very happy. Waiting for the next wave of market to explode, in fact, you don't know that the main force has slowly turned all the chips into your hands. Then one day when the main chips are all transferred to this day in retail investors.
What are the consequences? One can imagine. The next step is.
Fei Liu went down three thousand feet, and it didn't matter how much I fell. -
炒股机器人有多厉害How powerful is the stock trading robot
2021-02-15
你知道为什么说散户在这个市场里越来越不可能挣到钱吗？因为咱们这个市场里有一个东西在越来越成熟，它叫做量化投资，也就是机器在完成这个交易，就是把择时选股的策略写成算法，用数学模型。
人的主观判断，然后用机器操作呢代替人来交易，它能从海量的历史数据当中挑选出那些能带来超额收益的大概率事件来制定投资策略。当然他也会计算价值模型。
也能发现套利机会。所以你会发现一个量化私募基金的，它就特别像一个顶级的技术流派的选手，对吧？他看盘面无敌嘛，同时呢他有几个特点。
第一个特点呢就是纪律性强，对吧？他绝对不受情绪的干扰。你的策略和方法是怎么建模的，他就怎么执行。第二个就是它系统性，它不光可以包含多个品种，它可以包含多种策略。
最重要的是它能够处理海量的历史数据模型。当然了，第三实际上就是快，你永远不可能跟机器拼手速吧。好，你是一个高手，你做出了一个判断，在你手指还没碰到键盘的时候。
他的交易都已经做完了，所以因此套利绝对套不过他。但凡有一个瞬间出现一点点套利机会，全都被他抹平了。再有就是你一定赌不过他。因为机器永远是概率论完美的执行者嘛。
所以我们说量化交易挣谁的钱，或者说你说这个市面上谁的钱最好挣，就是那些依靠技术流派做短线交易的散户，如果让你常态化的去跟精密计算的机器去做对手盘。
觉得长期来看，谁会赢，就以相同的策略来讲，你的钱都会慢慢的被他赚走。因为什么呢？因为他不出错，更何况他的策略和他的经验有可能是比你高的。
所以我们从来不提倡个人投资者沉迷于技术流派的这些知识，也不建议散户去持有个股。就是因为事实上这些技术流派层面的钱都是被量化交易赚走的。
因为这部分钱是这个市面上好挣的钱。那这个市场上基本面流派的钱是相对难赚的。所以你会看到有这样一种趋势，就是在二零一七年到去年的这段时间，咱们国内的头部顶级的量化私募基金，它是能。
赚取大量的超额收益的，而且风险非常低。换方量化三年的时间收益是百分之百嘛，三年的时间翻了一倍，但是最大回撤不超过百分之四。什么概念？用债券基金的稳定性。
出了股票基金的收益，就是因为这个市面上技术流派的钱太多，散户还太多。但是当这个市场上机构越来越多，散户越来越少的时候，你会发现量化交易它的。
收益趋向于平稳，他没有办法再获得像以前那么高的超额收益了。最终它会趋向于什么呢？它会趋向于这个市场的无风险收益率。就是如果这个市场上所有的钱都是极端理性的话，量化投资的净值曲线。
会越来越平稳越来越平稳。另外还有一个必然的趋势就是量化私募基金的巨头效应。你看咱们国家量化投资发展才几年呀，就已经出现了市场上排名前二十的量化私募基金。
它占有了整个量化交易市场的百分之六十的规模，这很好理解，资源向头部集中。这个趋势在机器交易上面体现的更明显。上帝扔骰子嘛，对吧？这个世界本来就是不公平的。
二零一七年，也就是四年之前这个市场上的量化私募还只占整个证券私募的百分之五左右。但是截止到去年底，这个数量已经扩大到百分之十五了。
电话私募基金的规模已经超过了五千亿，这五千亿都是高频交易啊。你可以形象的理解它就是散户在进行交易的时候，你有大概百分之二十的操作，对手盘都是机器人，就是你每买卖五只股票，其中就有。
一只股票是由机器给你完成买卖的，所以你看我为什么说不要沉迷于每天盯盘，每天复盘这个市场上的超额回报，也就是阿尔法回报一定是由少数人给你带来的。
绝大多数的人都没有办法把自己训练成天才，所以呢尽早承认自己不是天才。我们能表达的最负责任的态度就是不要白白给量化私募基金送钱了。
除非你自认为说我就是天选之子。
Do you know why it is increasingly impossible for retail investors to make money in this market? Because there is something in our market that is becoming more and more mature, it is called quantitative investment, that is, the machine is completing this transaction, that is, the strategy of selecting stocks at the time is written as an algorithm and a mathematical model is used.
Human subjective judgment, and then use machine operation instead of human to trade, it can select those high probability events that can bring excess returns from massive historical data to formulate investment strategies. Of course he will also calculate the value model.
Arbitrage opportunities can also be found. So you will find a quantitative private equity fund, it is especially like a top technical genre player, right? He looks invincible on the board. At the same time, he has several characteristics.
The first feature is strong discipline, right? He is absolutely not disturbed by emotions. How your strategy and method are modeled, he will execute it. The second is that it is systematic, it can not only contain multiple varieties, it can contain multiple strategies.
The most important thing is that it can handle massive historical data models. Of course, the third is actually fast. You will never be able to compete with the machine at hand speed. Well, you are a master, you have made a judgment before your finger touches the keyboard.
His trades are all done, so arbitrage is definitely not enough for him. Whenever there was an opportunity for a little arbitrage in an instant, it was all flattened by him. Besides, you must bet against him. Because the machine is always the perfect performer of probability theory.
So we say who earns money from quantitative trading, or you say who earns the best money on the market, is those retail investors who rely on technical schools to do short-term transactions, if you let you normalize and compete with precision computing machines plate.
In the long run, whoever will win will use the same strategy, and your money will be slowly earned by him. Because of what? Because he does not make mistakes, not to mention his strategy and his experience may be higher than yours.
Therefore, we never encourage individual investors to indulge in the knowledge of technical schools, nor do we recommend retail investors to hold individual stocks. It is because of the fact that the money at the level of these technical genres is earned by quantitative trading.
Because this part of the money is good money in the market. It is relatively difficult to make money from fundamental schools in this market. So you will see such a trend, that is, during the period from 2017 to last year, our top domestic quantitative private equity fund, it can.
Earn a lot of excess returns, and the risk is very low. The quantification of the three-year time of the exchange is 100%, and the three-year time has doubled, but the maximum drawdown does not exceed 4%. What concept? Use the stability of bond funds.
The return of stock funds is due to the fact that there is too much money in the technology genre on the market and there are too many retail investors. But when there are more and more institutions in this market and fewer and fewer retail investors, you will find quantitative trading.
The income tends to be stable, and he has no way to obtain such a high excess income as before. What will it tend towards in the end? It will tend towards the risk-free rate of return in this market. That is, if all the money in this market is extremely rational, quantify the net investment curve.
It will become more and more stable. Another inevitable trend is to quantify the giant effect of private equity funds. Look at our country's quantitative investment development in just a few years, and there have been top 20 quantitative private equity funds in the market.
It occupies 60% of the scale of the entire quantitative trading market, which is well understood, resources are concentrated to the head. This trend is more obvious in machine trading. God throw the dice, right? The world is inherently unfair.
In 2017, four years ago, quantitative private placements in this market accounted for only about 5% of the entire securities private placements. But as of the end of last year, this number has expanded to 15%.
The scale of telephone private equity funds has exceeded 500 billion, and these 500 billion are all high-frequency transactions. You can visually understand that when retail investors are trading, you have about 20% of the operations, and the counterparties are robots, that is, for every five stocks you buy and sell, one of them.
A stock is bought and sold by a machine, so you can see why I said don’t indulge in the daily indexing. The excess returns in the market, that is, the alpha return, must be brought to you by a few people.
Most people have no way to train themselves to be geniuses, so admit that they are not geniuses as soon as possible. The most responsible attitude we can express is not to give away money to quantitative private equity funds.
Unless you think that I am the chosen one.
-
2021-02-11
光伏行情继续，前面分享的光伏支架、逆变器等延续强势，并且还有利好。近期，能源局提出，二零二一年我国风电、太阳能发电和。
合计新增一点二亿千瓦的目标，这是指向哪里？就是太阳能发电。从产业链来看，光伏的行情已经从组件过渡到了太阳能电站。
组建的龙头隆基股份两年涨了八倍。那么接下来谁会是光伏发电的龙头，马上揭晓。
要说光伏背后大的战略，其实还是能源结构的变革。这在前不久的气候雄心峰会上面已经明确到二零三零年新能源在能源结构中的占比。
要达到百分之二十五，我们目前的新能源占比是百分之十四，渗透率还有接近一倍的提升空间。而从电力行业来看，目前。
太阳能发电占比只有百分之一点五六，要完成新能源替代化石能源的目标，未来就要想办法提高太阳能电力的占比。
毫无疑问，这方面的增长空间非常大。
在发电成本方面，年初光伏的度电成本已经与煤电成本接近，而最近动力煤价格大幅上涨，这就导致煤电成本明显增加。
与光伏相比，已经完全失去了竞争力。
同时，动力煤涨价也让我们意识到未来煤电企业面临的困境。再看光伏未来的度电成本仍然还有下降空间。所。
所以未来的电力行业机会就在太阳能发电，谁能抓住这次行业的变革，那么谁就有可能成为未来电力行业的龙头。
其中一家公司就是以光伏电站运营为主。目前公司光伏电站规模约五g 邷国内第一，并且公司利用自身优势。
已经锁定了十二g 瓦的优质光资源项目，这为公司的持续增长提供了保障。相信在未来这场能源变革中，公司的行业地位将。
The photovoltaic market continues, and the previously shared photovoltaic brackets and inverters continue to be strong and beneficial. Recently, the Energy Administration proposed that my country’s wind power and solar power generation will be combined in 2021.
The goal of adding 120 million kilowatts in total, where does this point? It is solar power. From the perspective of the industrial chain, the market for photovoltaics has transitioned from modules to solar power plants.
The shares of Longji, the established leader, have risen eightfold in two years. So who will be the leader of photovoltaic power generation next will be announced immediately.
To say that the big strategy behind photovoltaics is actually the transformation of the energy structure. This has been clarified in the recent climate ambition summit to 2030 the proportion of new energy in the energy structure.
To reach 25%, our current share of new energy is 14%, and there is still room for nearly double the penetration rate. From the perspective of the power industry, at present.
Solar power generation accounts for only 1.56%. To achieve the goal of replacing fossil energy with new energy, we must find ways to increase the proportion of solar power in the future.
There is no doubt that there is huge room for growth in this area.
In terms of power generation costs, the cost of photovoltaic power at the beginning of the year has been close to that of coal power, but the price of thermal coal has risen sharply recently, which has led to a significant increase in the cost of coal power.
Compared with photovoltaics, it has completely lost its competitiveness.
At the same time, the price increase of thermal coal also makes us aware of the difficulties faced by coal power companies in the future. Looking at the future cost of photovoltaic power, there is still room for decline. So.
Therefore, the future power industry opportunity lies in solar power generation. Whoever can seize the industry's transformation will be the leader of the future power industry.
One of the companies is mainly engaged in the operation of photovoltaic power plants. At present, the scale of the company's photovoltaic power station is about 5g, which is the largest in China, and the company uses its own advantages.
A high-quality light resource project with 12 g watts has been locked, which provides a guarantee for the company's continued growth. I believe that in the future energy revolution, the company's industry status will be. -
2021-02-10
改变一下材料，就能把动力电池能量密度提高十倍，你相信吗？怎么提高动力电池的能量密度，一直都是整个新能源车产业链的核心话题。
而这里面改变负极材料就是其中一个办法。主流的负极材料是碳系负极，俗称石墨。这种负极材料理论能量密度上限是三百七十二毫安时每克。
而现在已经可以做到三百六十五毫安时，每刻已经接近理论极限，继续提高和改进的空间已经不大了。而现在最有希望成为下一代负极材料的。
就是硅材料，硅负极的理论能量密度可达四千二百毫安时，每克是石墨负极材料的十倍。
但是因为硅在充放电过程中容易产生体积膨胀，寿命太短，所以至今没有大规模商用。不过作为过渡，现在硅碳复合材料成了由石墨向归附级过渡的。
重要载体。目前全球新能源车占比为百分之三，预计到二零二五年新能源车销售占汽车总销量的比例将超过百分之十三。
随着新能源车渗透率不断提升，对负极材料的需求在未来仍将保持高速增长，而规范负极材料以其优越的性能在负极材料出货中的占比。
也将持续提高电解液里走出了天字材料这样一年四倍的公司，相信未来硅碳负极材料的表现会比它更强。其中一家公司控股了。
全球负极材料的龙头公司的硅负极材料已经做到了第三代，产品能量密度达到一千五百毫安时，每克是石墨负极的四倍。
目前，公司的规范户籍已经量产，接下来随着渗透率不断提高，公司成长空间有望。
Do you believe that changing the material can increase the energy density of power batteries tenfold? How to improve the energy density of power batteries has always been the core topic of the entire new energy vehicle industry chain.
One way is to change the anode material. The mainstream anode material is carbon-based anode, commonly known as graphite. The upper limit of the theoretical energy density of this negative electrode material is 372 mAh per gram.
But now it can achieve 365 mAh, which is close to the theoretical limit every moment, and there is not much room for further improvement and improvement. And now it is most promising to become the next generation of anode materials.
It is silicon material. The theoretical energy density of silicon anode can reach 4,200 mAh, which is ten times that of graphite anode material per gram.
However, because silicon is prone to volume expansion during charging and discharging, and its lifespan is too short, so far it has not been commercially available on a large scale. However, as a transition, silicon-carbon composites have now transitioned from graphite to attached grade.
Important carrier. At present, the global proportion of new energy vehicles is 3%, and it is estimated that by 2025, the proportion of new energy vehicle sales to total vehicle sales will exceed 13%.
With the continuous increase in the penetration rate of new energy vehicles, the demand for anode materials will continue to grow at a high speed in the future, and the proportion of anode materials in the shipment of anode materials with their superior performance will be regulated.
It will also continue to improve the company that has gone out of the electrolyte four times a year like Tianzi Materials. I believe that the performance of silicon carbon anode materials will be stronger than it in the future. One of the companies has a controlling stake.
The world's leading anode material company's silicon anode material has achieved the third generation, and the energy density of the product has reached 1,500 mAh, which is four times that of graphite anode per gram.
At present, the company's standardized household registration has been mass-produced, and as the penetration rate continues to increase, the company's growth space is expected. -
爽歪歪：超强大脑炒股机器人系统电脑版十天之内至少一个涨停板就是倍儿爽 It's beier cool to use
2021-02-09
在风险市场的投资活动中，规避和防范风险是第一要务，也是取得长期成功的保障，顺应价格运动趋势从而顺势而为是第二要务，也是市场生存的不二法则，牢牢把握这二点是走向投资成功之路的必备前提。
A股注册制全面铺开，企业上市容易退市也很快。业绩不好的垃圾股将会很快退市。未来股票将以价值投资为导向，预测有可能恢复T+0和取消涨跌幅限制的交易机制，股典钟炒股机器人系统电脑版交易系统也做出了调整，基本面分析进行了修改，增加了估值体系，增加了涨跌的预测功能（预测功能的准确率在80—90%左右没有100%的准确率），剔除劣质股。调整后的系统适合短、中、长线操作，短线可实现十天之内至少一个涨停板，预期一个月至少可达20个点以上的收益（妥妥的20个点）。做股票买卖相对其他大宗商品买卖的优势在于：商品买卖（服装、衣帽鞋袜化妆品、大宗商品）与股票买卖，只要是做买卖，用到的知识都是生活中的知识，而做股票最大的优势在于可以采用大数据进行量化计算分析得出买卖时机。（1、工具 ：做任何事情，工欲善其事必先利其器，打仗需要一把好枪。2、风险：做生意是亏本还是赚钱。3、收益：赚多少？4、策略：怎样做赚钱？5、心态：贪婪：做生意想一口就吃个大胖子肯定没生意，因为客人都给你吓跑了。恐惧：怕没客户不敢做利润）。
In the investment activities in the risky market, avoiding and preventing risks is the first priority and the guarantee for long-term success. Following the trend of price movements and taking advantage of the trend is the second priority, and it is also the only law of market survival. Firmly grasp these two Point is the prerequisite for the road to investment success. The A-share registration system is fully rolled out, and it is easy for companies to go public and delist them quickly. Junk stocks with poor performance will be delisted soon. In the future, stocks will be value-oriented. It is predicted that it is possible to restore T+0 and cancel the trading mechanism of price limit. The computer version of the stock trading robot system has also been adjusted, and the fundamental analysis has been revised and added. The valuation system has been added, and the ups and downs forecasting function has been added (the accuracy of the forecasting function is around 80-90% without 100% accuracy), and low-quality stocks have been removed. The adjusted system is suitable for short-, medium-, and long-term operations. In the short-term, at least one daily limit within ten days can be achieved, and it is expected that at least 20 points of income per month (properly 20 points) can be achieved. The advantages of stock trading over other bulk commodity trading are: commodity trading (clothing, clothing, clothing, footwear, cosmetics, bulk commodities) and stock trading. As long as it is trading, the knowledge used is the knowledge of life, and stocks are the biggest The advantage is that big data can be used for quantitative calculation and analysis to get the timing of buying and selling. (1. Tools: To do anything, you must first sharpen your tools if you want to do well. Fighting requires a good gun. 2. Risk: Is it a loss or a profit to do business. 3. Income: How much to earn? 4. Strategy: How to Make money? 5. Attitude: Greed: Do business and eat a big fat man if you want to eat a bite. There will be no business, because the guests are scared away. Fear: I am afraid that there is no client and dare not make profits). -
2021-02-09
制造业大基金出手了。刚刚创世纪发布公告，制造业大基金五亿元，增资公司控股子公司深圳创世纪成为深圳创世纪第三大股东。
创世纪直奔二十厘米。本次制造业大基金出手不为别的，就因为机床创世纪是国内数控机床领域的龙头，自然就成了首选。
这笔投资意味着制造业大基金已经把机床产业链纳入了投资适应。那么接下来机床行业的机会在哪里，马上揭晓。
数控机床产业链包括上游零部件、中游本体制造和下游应用，它是工业制造的核心体验。一个国家工业制造的水平，先进的数控机床长期以来都是作为重要的战略物资。
经常会被限制出口，尽管我们已经成为制造业大国，但是发展高端制造的必备工具。高端数控机床目前仍然严重依赖进口。
国产化率不足百分之十。制造业大基金投资机床目的很明确，就是要推动机床产业往高端走，进一步实现国产替代。
目前，国内机床存量约有八百万台，一零十年以上的传统机床超过百分之六十，也就是有四百五十万台以上的机床。
报废阶段，这意味着目前国内存在巨大的机床更新换代需求，再加上下游汽车等制造业持续复苏，带来了对数控机床新的需求。
接下来，数控机床即将迎来新一轮上行周期，而高端数控机床将享受更新需求和国产替代的双重利好。其中一家公司专注于高端数控机床。
主要产品包括数控龙门加工中心、数控卧式加工中心等。目前公司已经成为国产替代的主力，并且产品远销海外。
与日本、欧洲、韩国大厂争夺全球市场份额，随着数控机床景气周期到来，公司随时可能起飞。
The big manufacturing fund has launched. Genesis just issued an announcement, the manufacturing fund of 500 million yuan, the capital increase company's holding subsidiary Shenzhen Genesis became the third largest shareholder of Shenzhen Genesis.
Genesis went straight to twenty centimeters. This big manufacturing fund is nothing else, because Genesis Machine Tool is the leader in the field of CNC machine tools in China, so it has naturally become the first choice.
This investment means that large manufacturing funds have incorporated the machine tool industry chain into investment adaptation. So where is the next opportunity in the machine tool industry will be announced immediately.
The CNC machine tool industry chain includes upstream parts, midstream body manufacturing and downstream applications. It is the core experience of industrial manufacturing. For a country’s industrial manufacturing level, advanced CNC machine tools have long been an important strategic material.
Exports are often restricted. Although we have become a major manufacturing country, we are an indispensable tool for the development of high-end manufacturing. High-end CNC machine tools still rely heavily on imports.
The localization rate is less than 10%. The purpose of investing in machine tools by large manufacturing funds is very clear, which is to promote the machine tool industry to the high end and further realize domestic substitution.
At present, the domestic stock of machine tools is about 8 million, and more than 60% of the traditional machine tools over 10 years old, that is, there are more than 4.5 million machine tools.
In the scrapping stage, this means that there is a huge domestic demand for machine tool replacement, coupled with the continuous recovery of downstream automobile and other manufacturing industries, which has brought new demand for CNC machine tools.
Next, CNC machine tools are about to usher in a new round of upward cycle, and high-end CNC machine tools will enjoy the dual benefits of updating demand and domestic substitution. One of the companies focuses on high-end CNC machine tools.
The main products include CNC gantry machining center, CNC horizontal machining center, etc. At present, the company has become the main force for domestic substitution, and its products are exported overseas.
Competing for global market share with major manufacturers in Japan, Europe, and South Korea, the company may take off at any time as the boom cycle of CNC machine tools arrives. -
2021-02-08
苹果汽车要来了。最新消息，苹果计划在明年九月发布首款apple car，这笔原计划提前了两年。苹果对产业链的影响力。
不用多说，看看过去两年立新精密歌尔股份的表现就知道了。那么苹果汽车的出现会带来哪些产业链的机会呢？
别着急，接着往下听。大家都知道苹果出新品岒产业链厂商都要保密。所以关于苹果汽车的细节，我们现在还没有办法知道。
不过已经名牌的有四家供应商，科大茂联合菳福田科大是做传动机械的公司，正在加速产线布局。
预计明年二季度新增六条产线投产。富田是做电机的公司，目前也在扩产。预计明年动力马达可以从当前四十万的产能提高到一百万套。
有趣的是，和大和富田同时也是特斯拉的供应商，给特斯拉提供减速器和驱动电机。从目前各方面的信息来看，前期。
苹果汽车产业链与特斯拉可能会有极高的相似度，比如动力电池。早在二零一七年，苹果就与宁德时代有过合作，接下来可能就是它了。
当然也有一些原本就在苹果手机产业链的公司跨界做汽车的，也可能会成为苹果汽车供应商。其中一家公司是给iphone 提供。
玻璃盖板的现在跨界去做了，车载玻璃中控屏导航仪等。苹果汽车推出，公司有望直接受益。
Apple cars are coming. In the latest news, Apple plans to release its first apple car in September next year. The original plan is two years ahead of schedule. Apple's influence on the industrial chain.
Needless to say, just look at the performance of Lixin Precision Goertek in the past two years. So what industrial chain opportunities will the emergence of Apple cars bring?
Don't worry, then continue listening. Everyone knows that Apple's new products must be kept secret. So about the details of Apple cars, we still have no way to know.
However, there are four well-known suppliers. Keda Mao and Fukuda Keda are companies engaged in transmission machinery and are accelerating the production line layout.
Six new production lines are expected to start production in the second quarter of next year. Tomita is a motor company and is currently expanding its production. It is estimated that the power motor can be increased from the current 400,000 production capacity to 1 million sets next year.
What's interesting is that He Yamato Tomita is also a supplier of Tesla, providing Tesla with reducers and drive motors. Judging from the current information in all aspects, the early stage.
Apple's auto industry chain and Tesla may have a high degree of similarity, such as power batteries. As early as 2017, Apple had cooperated with CATL, and it may be it next.
Of course, there are some companies that are already in the Apple mobile phone industry chain that cross-border cars, and they may become Apple car suppliers. One of the companies is to provide iphone.
The glass cover is now cross-border to do, such as car glass central control screen navigator. The company is expected to benefit directly from the launch of Apple Motors. -
2021-02-07
光伏又有利好，高瓴一百五十八亿拿下隆基百分之六股权，成了第二大股东。隆基股份今天高开高走封板，但是隆基太高了。
今年已经快三倍了。既然光伏行业的景气周期向上，我们就可以沿着光伏产业链继续来挖掘。那么接下来还有谁能接力容积？
别着急，接着往下听。顶级私募投资光伏，反映了大佬们也认可了光伏行业的发展趋势。按照现在定下来的目标，到二零三零年，光伏装机容量要达到十二亿千瓦。
现在是四点四亿千瓦，还有两倍的增长空间，这对整个光伏产业链来说都是机会。前面我们已经聊过光伏h i t 技术升级。
主材。今天我们来聊聊逆变器，用于把太阳能电池发出的直流电转化为交流电，被称为光伏发电系统的心脏，是光伏电站。
最核心的部件之一在全球光伏硅片市场，我国占据了百分之九十以上的市场份额，而逆变器的全球出货占比还不到百分之六十。
在光伏客环节中占比最低，不过增长潜力也最大。随着国内企业加快海外客户拓展与渠道布局，并凭借更快的技术迭代。
预计两三年内，国产逆变器全球份额将会提高到百分之八十以上。这笔光伏其他环节的提升空间都要大。阳光电源今年已经六倍，公司。
做的就是光伏逆变器，但是阳光电源现在已经高了。对标阳光电源我也找到一家还在低位的光伏逆变器公司，公司光伏逆变器市场份额。
亚洲前三，并且欧洲、中东市场也即将进入放量期，目前在手订单充足，并且公司提前布局光储结合黄金赛道。
未来有望成为公司新的业务增长点。接下来随时。
Photovoltaic is also good, Hillhouse's 15.8 billion won 6% of Longji's equity and became the second largest shareholder. LONGi opened higher and closed the board today, but LONGi was too high.
This year has almost tripled. Since the boom cycle of the photovoltaic industry is upward, we can continue to explore along the photovoltaic industry chain. So who else can relay the volume next?
Don't worry, then continue listening. Top-level private equity investment in photovoltaics reflects that bigwigs have also recognized the development trend of the photovoltaic industry. According to the goal set now, by 2030, the installed photovoltaic capacity will reach 1.2 billion kilowatts.
Now it is 440 million kilowatts, and there is still room for double growth. This is an opportunity for the entire photovoltaic industry chain. We have already talked about the upgrade of photovoltaic hi t technology.
Main material. Today we are going to talk about inverters, which are used to convert the direct current generated by solar cells into alternating current. They are called the heart of photovoltaic power generation systems and are photovoltaic power plants.
One of the most core components is the global photovoltaic silicon wafer market. my country occupies more than 90% of the market share, while the global shipments of inverters account for less than 60%.
It has the lowest proportion in the photovoltaic customer segment, but the growth potential is also the largest. As domestic enterprises accelerate overseas customer expansion and channel layout, and rely on faster technological iterations.
It is expected that within two to three years, the global share of domestic inverters will increase to over 80%. There is much room for improvement in other aspects of photovoltaics. Sungrow has six times this year, the company.
What is done is a photovoltaic inverter, but Sungrow is now high. To benchmark Sungrow, I also found a photovoltaic inverter company that is still at a low level, and its market share in photovoltaic inverters.
The top three in Asia, and the European and Middle East markets are also about to enter a period of heavy volume. Currently, there are sufficient orders in hand, and the company has deployed the optical storage and gold track in advance.
It is expected to become the company's new business growth point in the future. Anytime next.
