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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. -
十天内至少一个涨停板的炒股机器人系统电脑版就是倍儿爽Beiershuang
2021-02-06
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）。调整后的系统适合短、中、长线操作，短线可实现十天之内字少一个涨停板，预期一个月至少可达20个点以上的收益。
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 forecast function has been added (the accuracy of the forecast function is around 80-90% without 100% accuracy). The adjusted system is suitable for short-, medium-, and long-term operations. In the short-term, one less daily limit can be achieved within ten days, and it is expected that at least 20 points per month can be achieved. -
2021-02-06
光伏行业还有一条新赛道，它看起来不起眼，但是对发电效率的影响比光伏组件升级换代还要大。下一个隆基股份极有可能在这里诞生。
你知道是什么吗？别着急，接着往下听。光伏，光伏自然要依靠太阳发电，这就面临一个问题，就是太阳照射角。
最好的角度当然是垂直的，但是日出东方却落于西，这个改变不了，你总不能让电池板追着太阳跑吧。你还真说对了。
现在的太阳能电池板真就能追着太阳跑。这就是我们今天要说的光伏隐形赛道跟踪支架，他通过监视太阳运动方向。
控制支架系统追踪太阳运动作用有多大呢？来看看数据单轴跟踪支架可将发电量提高百分之十到百分之三十。
双轴跟踪支架更是能增加百分之四十的发电量，这效果比光伏组件升级换代还要好。现在光伏行业逐渐向追求效益转变。
跟踪支架成长潜力巨大。二零一七年，全球跟踪支架占比是百分之十六，预计到二零二三年占比将提高到百分之四十二。我国目前跟踪支架普及率是百分之十六。
要达到国际水平，到二零三零年渗透率至少还有两倍的增长空间。再叠加光伏装机的旺季，跟踪支架将享受光伏行业的双重利好。
光伏组件升级换代走出了隆基股份这样两年七倍的公司，接下来跟踪支架有望成为光伏下一条黄金赛道。其中一家公司。
是国内光伏跟踪支架的龙头，连续三年公司产能利用率高于百分之百，订单多到手软。产品不仅畅销国内，还远销欧美等成熟市场。
随着全球进入光伏装机高峰，公司的成长空间将会更加广阔。
There is also a new track in the photovoltaic industry. It looks inconspicuous, but its impact on power generation efficiency is even greater than the upgrading of photovoltaic modules. The next Longji shares are very likely to be born here.
Do you know what it is? Don't worry, then continue listening. Photovoltaics. Photovoltaics naturally rely on solar power generation. This faces a problem, which is the angle of sun exposure.
The best angle is of course vertical, but the sunrise falls in the east to the west. This cannot be changed. You can't let the solar panels run after the sun. You are really right.
Today's solar panels can really chase the sun. This is the photovoltaic stealth track tracking bracket we are talking about today. It monitors the direction of the sun's movement.
How effective is the control bracket system to track the sun's movement? Let's take a look at the data. The single-axis tracking bracket can increase power generation by 10 to 30%.
The dual-axis tracking bracket can increase the power generation by 40%, which is even better than the upgrade of photovoltaic modules. Now the photovoltaic industry is gradually shifting to the pursuit of efficiency.
The growth potential of the tracking stent is huge. In 2017, the global tracking bracket accounted for 16%, and it is expected that the share will increase to 42% by 2023. The current penetration rate of tracking stents in my country is 16%.
To reach the international level, the penetration rate has at least twice the room for growth by 2030. In addition to the peak season of photovoltaic installations, the tracking bracket will enjoy the dual benefits of the photovoltaic industry.
The upgrade of photovoltaic modules has stepped out of a company like Longi, which is seven times the number in two years, and the tracking bracket is expected to become the next golden track for photovoltaics. One of the companies.
It is the leader of the domestic photovoltaic tracking bracket. The company's capacity utilization rate has been higher than 100% for three consecutive years, and the orders have been soft. The products are not only sold well in China, but also exported to mature markets such as Europe and America.
As the world enters the peak of photovoltaic installations, the company's growth space will be broader. -
2021-02-05
你见过无线充电手机壳你见过无线充电汽车吗？马上你就能见到了自己汽车刚刚表示将于下月十三号正式发布无线充电汽车。
新风口来了，上一波新能源车机会诞生了比亚迪无线充电汽车来了会诞生谁呢？接着往下听无线充电技术其实并不复杂。
相比于有线充电，主要多了发射线圈和接收线圈，它的难点在于实现大功率低损耗充电。现在这个问题解决了。
充电汽车的普及马上就要开始了。其实不仅是智捷汽车、大众、沃尔沃、丰田、比亚迪等车企都在进行无线充电技术研发。
并且已经有了量产的计划，接下来三年是无线充电汽车的爆发期，跟新能源车一样，无线充电也受到政策支持。
前不久发布的新能源汽车产业发展规划就点明了无线充电技术，并且最近无线充电行业标准正式实施，扫清了。
无线充电在汽车领域应用的最大障碍。到二零二四年，汽车有望成为仅次于消费电子的第二大无线充电应用领域。
并且增速会比消费电子更快。其中一家公司是国内最早进入汽车无线充电市场，目前已经形成了材料线圈模组的一站式无线充电系统布局。
并且智捷汽车十一千瓦大功率无线充电系统也是公司提供的。接下来无线充电汽车上市公司有望迎来大保。
Have you seen a wireless charging mobile phone case Have you seen a wireless charging car? Soon you can see that your car just stated that it will officially release a wireless charging car on the 13th of next month.
New air outlets are here, and the last wave of new energy vehicle opportunities is born. Who will be born when BYD wireless charging cars come? Next, let’s hear that wireless charging technology is not complicated.
Compared with wired charging, there are mainly more transmitting coils and receiving coils, and its difficulty lies in realizing high-power low-loss charging. Now this problem is solved.
The popularity of rechargeable cars is about to begin. In fact, it is not only Auto, Volkswagen, Volvo, Toyota, BYD and other car companies that are developing wireless charging technology.
And there are already plans for mass production. The next three years are the explosive period of wireless charging cars. Like new energy cars, wireless charging is also supported by policies.
The new energy vehicle industry development plan released not long ago clarified wireless charging technology, and recently the wireless charging industry standard was officially implemented and cleared.
The biggest obstacle to the application of wireless charging in the automotive field. By 2024, automobiles are expected to become the second largest wireless charging application field after consumer electronics.
And the growth rate will be faster than consumer electronics. One of the companies is the first to enter the automotive wireless charging market in China, and has formed a one-stop wireless charging system layout for material coil modules.
In addition, the 11-kilowatt high-power wireless charging system for Zhijie Automobile is also provided by the company. Next, listed companies in wireless charging cars are expected to usher in major insurance.
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2021-02-04
半导体材料大突破，刚刚南大光电宣布其自主研发的a r f 光刻胶，通过验证成为第一支国产a r f 光刻胶。
这意味着二十八纳米工艺的国产线已经万事俱备，马上就要实现了半导体产业的机会来了。那么接下来谁会是半岛底新龙头呢？
接着往下听，光刻胶是半导体光刻工艺的核心材料，主要用于芯片生产流程的前道光刻过程中，它的性能决定了半导体图形工艺的精密程度和。
和良率因此是芯片国产化的关键环节。目前我国光合胶的市场份额全球第一，占比高达百分之三十二。
但是这么大的市场却基本上被海外垄断，国产化率仅有百分之一点六。高端的a i f 光刻胶更是完全依赖进口。此次南大光电突破投产的一百九十三纳米a f 光刻胶。
可以用于生产二十八纳米到七纳米的制成工艺，这是我国在高精尖的半导体制造核心材料的重大突破。有多重大。
咱们可以看一下全球广告胶市场份额中，半导体广告胶占了百分之二十四，而我国半导体广告胶只占了百分之一点六。随着半导体材料不断国产化。
从百分之一点六到百分之二十四，这就是十五倍的增长空间。
所以在光合交领域能够实现国产替代的公司，将在本文行情中享受到大红利。但是毕竟南大光电前面已经有超过六倍的涨幅了。
很高了，别着急，除了南大光电，还有两家公司同样做a i 和光刻胶，其中一家公司是半导体材料龙头，国内市场占有率第一。
主攻k r f 和干法a r f 光合胶目前已经投产，并且已经向中芯国际长江存储、长电科技等国内外半导体大涨过波。
接下来随时可能起飞。
A major breakthrough in semiconductor materials, Nanda Optoelectronics just announced that its self-developed a r f photoresist has passed verification and become the first domestic a r f photoresist.
This means that the domestically produced line of 28-nanometer technology is ready, and an opportunity for the semiconductor industry will soon be realized. So who will be the new leader at the bottom of the peninsula next?
Next, let’s listen. Photoresist is the core material of semiconductor lithography process. It is mainly used in the pre-lithography process of chip production process. Its performance determines the precision and precision of semiconductor patterning process.
And yield is therefore a key link in the localization of chips. At present, my country's photosynthetic glue has the largest market share in the world, accounting for 32%.
But such a large market is basically monopolized overseas, and the localization rate is only 1.6%. High-end a i f photoresist is completely dependent on imports. This time, Nanda Optoelectronics broke through the 193nm a f photoresist put into production.
It can be used to produce manufacturing processes from 28 nanometers to seven nanometers. This is a major breakthrough in my country's high-precision semiconductor manufacturing core materials. How significant.
Let’s take a look at the global market share of advertising adhesives. Semiconductor advertising adhesives account for 24%, while my country’s semiconductor advertising adhesives account for only 1.6%. With the continuous localization of semiconductor materials.
From 1.6% to 24%, this is 15 times the room for growth.
Therefore, companies that can achieve domestic substitution in the field of photosynthesis will enjoy big dividends in this article. But after all, Nanda Optoelectronics has already increased by more than six times.
It's very high, don't worry. In addition to Nanda Optoelectronics, there are two companies that also do ai and photoresist. One of them is the leader in semiconductor materials and has the largest domestic market share.
The main attack k r f and dry process a r f photosynthetic glue has been put into production, and it has surged to domestic and foreign semiconductors such as SMIC Yangtze River Storage and Changjiang Electronics Technology.
It may take off at any time. -
2021-02-03
每天早上股票九点十五分集合竞价之前就能提前预测大盘高开低开。
甚至高开低开的幅度都能精准预测成功率高达百分之九十九以上。
高手是如何提前预测？
大盘高开低开的呢方法非常简单。
您仅需在股票软件上查看一下富士a 五零气质连续的走势。
负十a 五零七指又叫做新华负十五零指数。
成分股由a 股是指最大的五十家上市公司组成。
其总市值占a 股总市值的百分之三十三左右。
富士a 五零七指与咱们的大盘上证指数走势高度相关。
但是交易时间有很大区别。
负十五零七指。
上午九点开始交易，下午四点半交易结束。
然后五点钟继续开始交易，知道。
晚上夜里凌晨。
五点十五分全天交易才结束。
也就是说。
a 五零七指连续。
基本上是二十四小时不间断的全天交易。
而上证指数呢？
早上九点半才开盘，下午三点交易结束。
全天交易仅有四个小时。
这就为投资者提供了提前预测大盘指数涨跌的依据。
比如说晚上十点。
上证指数早就已经停止了交易，而富士a 五零七指连续在国际市场上。
仍然在继续交易。
此时你看到富士a 五零起止连续。
叫上证指数。
下午三点收盘之后又大幅上涨了百分之一左右。
此时你预测。
明天大盘早盘可能要大幅高开。
你预测的成功率将高达至少百分之七十以上。
如果是早上。
九点十分左右。
你看到富士a 五零气质连续。
较昨日上证指数三点收盘之后下跌了百分之一点五。
此时你预测今天。
上证指数将有可能低开百分之一点五左右。
此时你预测的准确率将高达百分之九十九点九。
Every morning, the stock market can be predicted to open high and open low before the call auction at 9:15.
Even the range of opening high and opening low can accurately predict the success rate of over 99%.
How do experts predict in advance?
The method of opening high and opening low is very simple.
You only need to check the continuous trend of Fuji a 50 temperament on the stock software.
The minus ten a five zero seven refers to the Xinhua minus fifteen zero index.
The constituent stocks consist of a-shares, which refer to the largest fifty listed companies.
Its total market value accounts for about 33% of the total market value of a-shares.
The Fuji a 507 index is highly correlated with the trend of the Shanghai Composite Index.
But the transaction time is very different.
Negative fifteen and seven fingers.
Trading starts at 9 AM and ends at 4:30 PM.
Then continue trading at five o'clock, know.
Early in the evening at night.
The whole day trading ended at 5:15.
In other words.
a Five and seven means continuous.
Basically, it is 24 hours a day without interruption.
What about the Shanghai Composite Index?
The market opens at 9:30 in the morning and ends at 3 in the afternoon.
There are only four hours of trading throughout the day.
This provides investors with a basis for predicting the rise and fall of the broader market index in advance.
For example, ten o'clock in the evening.
The Shanghai Composite Index has already stopped trading, and Fuji a 507 refers to the international market continuously.
Still continuing to trade.
At this point you see Fuji a from 50 to zero consecutively.
Called the Shanghai Composite Index.
After closing at 3 o'clock in the afternoon, it rose sharply by about 1%.
At this point you predict.
Tomorrow, the market may open sharply higher in early trading.
Your predicted success rate will be as high as at least 70%.
If it is morning.
Around nine ten ten.
You see Fuji a five zero temperament continuous.
Compared with yesterday, the Shanghai Composite Index fell 1.5% after closing at 3 o'clock.
At this point you predict today.
The Shanghai Composite Index may open about 1.5% lower.
At this time, your prediction accuracy will be as high as 99.9%. -
2021-02-03
新能源车又来了。前面分享的磷酸铁锂电池今天再停十厘米，这还不算。今天新能源车又一大利好来了，百度也要造电动车了。
前面百度已经在跟吉利、广汽和一汽谈判，新能源汽车的新机会来了。接下来市场会吵什么呢？咱们来看。
在新能源汽车的价值链中，占比最大的是电池高达百分之四十二。你的时代一年能涨三倍，就是因为它是动力电池龙头。
公司产品动力电池在新能源汽车中的价值占比高，不过这个方向已经超过了你的时代也已经三倍了。后面会是谁来接力呢？
动力电池上游的材料，比如今天主营电池材料的公司，天子材料再创新高，最近九个月已经翻了四倍。
公司就是做动力电池材料，电解液的。没来得及上车，别再追了。天赐材料其实还不是最好的，有一条赛道比他更优质。
咱们来看在动力电池的价值链中，电解液占比只有百分之六，而正极材料占比才是最大的，高达百分之三十二。
所以接下来的机会就在正极材料记住了动力电池上游的正极材料，其中一家公司是国内正极材料的龙头，技术实力国内领先。
正极材料全球市场份额第二，并且绑定了尼德时代，比亚迪、松下等动力电池，大成未来成长空间。
New energy vehicles are here again. The lithium iron phosphate battery shared earlier is stopped for another ten centimeters today, which is not counted. Today's new energy vehicles are another big plus, and Baidu will also build electric vehicles.
Baidu is already negotiating with Geely, Guangzhou Automobile and FAW, and new opportunities for new energy vehicles are coming. What will the market noisy next? Let's take a look.
In the value chain of new energy vehicles, batteries account for the largest proportion of 42%. Your age can triple in a year because it is the leading power battery.
The company's product power batteries account for a high value in new energy vehicles, but this direction has exceeded your time and has tripled. Who will be the relay behind?
The upstream materials of power batteries, such as the company that is mainly engaged in battery materials today, Tianzi Materials has reached a new high, which has quadrupled in the past nine months.
The company is engaged in power battery materials and electrolytes. Don't chase after you before you can get in the car. Godsend materials are actually not the best, there is a better track than him.
Let's see that in the value chain of power batteries, electrolyte accounts for only 6%, while the proportion of cathode materials is the largest, as high as 32%.
Therefore, the next opportunity is to remember the anode material upstream of the power battery in the cathode material. One of the companies is the leading cathode material in China, and its technical strength is domestically leading.
The cathode material has the second largest market share in the world, and is bound to power batteries such as BYD and Panasonic in the Nieder era, which will greatly increase the future growth space. -
2021-02-02
光伏利好不断。刚刚美国表示，要大力发展光伏产业，一改此前的政策，作为能源消耗大国，美国的转向对全球光伏产业来说。
是重大利好，光伏的机会又来了。前面跟大家讲过的光伏电池片最近表现都很强。那么接下来还有哪个方向会爆发？
别着急，接着往下听。光伏行业目前正在经历h i t 技术迭代，因为h i t 电池面光电转换效率更高，并且成本也更低。
所以未来必然会替代p r c 电池。所以接下来机会就集中在h i t 电池具体会是什么。公司呢？主营光伏银浆的公司。
光伏音箱作为光伏电池的核心辅料，在h i t 电池中的消耗量是p r c 电池的二点六二倍。在新一代h i t 电池。
光伏银浆价值占比提高到了百分之二十四，重要性大幅提升。也就是说要做h i d 电池，那就离不开光伏银浆。
未来随着h i t 电池成为光伏电池的主流，光伏银浆需求量还将迎来翻倍增长。所以上面就告诉大家，主营光伏银浆的公司将会是接下来光伏板块的新机会。
此前做h i t 电池设备的卖尾股份今年已经翻了三倍。同样受益于h i t 电池需求大增的光伏银浆。接下来。
也将随时爆发。其中一家公司是国内光伏银浆的龙头低温银浆开拓者，目前已经实现低温银浆量产，客户涵盖国内h i t 电池大成。
并且已经出口海外，随着h i t 电池渗透率提高，它的增长潜力。
Photovoltaic benefits continue. The United States just stated that it will vigorously develop the photovoltaic industry and change its previous policies. As a major energy-consuming country, the United States’ shift will affect the global photovoltaic industry.
It is a major benefit, and the opportunity for photovoltaics has come again. The photovoltaic cells that I have talked about earlier have performed very well recently. So which direction will erupt next?
Don't worry, then continue listening. The photovoltaic industry is currently undergoing an iteration of hi t technology, because the photovoltaic conversion efficiency of hi t cells is higher and the cost is lower.
Therefore, the p r c battery will inevitably be replaced in the future. So the next opportunity will focus on what the h i t battery will be. What about the company? Mainly engaged in photovoltaic silver paste company.
Photovoltaic speakers, as the core auxiliary material of photovoltaic cells, consume 2.62 times that of p r c batteries in h i t batteries. In the new generation of hi t batteries.
The value of photovoltaic silver paste has increased to 24%, and its importance has greatly increased. In other words, to make h i d batteries, it is inseparable from photovoltaic silver paste.
In the future, as h i t cells become the mainstream of photovoltaic cells, the demand for photovoltaic silver paste will also double. So the above tells everyone that the company that is mainly engaged in photovoltaic silver paste will be a new opportunity for the next photovoltaic sector.
The shares of the previous end-selling of hi t battery equipment have tripled this year. The photovoltaic silver paste also benefited from the huge increase in demand for hi t batteries. Next.
Will also break out at any time. One of the companies is the leading low-temperature silver paste pioneer in domestic photovoltaic silver pastes. It has already achieved mass production of low-temperature silver pastes, and its customers cover the success of domestic hi t batteries.
And has been exported overseas, as the penetration rate of hi t batteries increases, its growth potential. -
2021-02-01
上汽搞出个大动作，它和宁德时代正在共同开发掺硅补锂电信技术，搭载该技术的动力电池，能量密度将高出百分之四十。
可实现一千公里的续航。这部宁德时代又创新高了。其实不管哪家车企做新能源车，都需要动力电池。动力电池。
最终都是大收益的，但是宁德时代也很贵了，股价接近两百八十，市值已经六千五百亿了。那么动力电池产业链中。
谁会成为下一个名的时代呢？马上揭晓。动力电池分为三元材料和磷酸铁锂两种，电池各有优劣，三元材料能量密度更高。
但是呢成本也高，面临成本的压力。越来越多的车企开始选择磷酸铁锂，尤其是在比亚迪刀片电池发布后。
磷酸铁锂与三元材料的能量密度差距越来越小，成本更低，能量密度更接近自然。磷酸铁锂将会取代三元材料。
主流可以看数据，今年前三季度磷酸铁锂出货同比增长百分之二十三，而三元材料出货同比增长还不到百分之十。
而接下来磷酸铁锂出货仍将保持高度增长，自然主营做磷酸铁锂电池的公司将会成为市场的香饽饽。
做三元锂电池的宁德时代，走出了一年三倍的行情。那么做磷酸铁锂电池的公司必定不差于三元锂电池的公司。
所以接下来能够接力明德时代的公司，咱们要去磷酸铁锂的方向去找其中一家公司主营磷酸铁锂电池。
本月计划出货一点零六g 瓦时，同比增长百分之四百三十，增速比宁德时代还要快。而且这家公司的磷酸铁锂电池已经开始出口海外。
逐步成为特斯拉奔驰新能源车的供应商。随着零三铁锂电池取代三元电池的趋势到来，它的成长空间将更加。
SAIC has made a big move. It and CATL are jointly developing a silicon-doped lithium-supplemented telecommunications technology. Power batteries equipped with this technology will have a 40% higher energy density.
It can achieve a battery life of one thousand kilometers. This Ningde era has reached a new high. In fact, no matter which car company makes new energy vehicles, it needs power batteries. Power Battery.
In the end, they are all big gains, but Ningde era is also very expensive, the stock price is close to 280, and the market value is 650 billion. So in the power battery industry chain.
Who will become the next famous era? Announced immediately. Power batteries are divided into ternary materials and lithium iron phosphate. The batteries have their own advantages and disadvantages. The ternary materials have higher energy density.
However, the cost is also high and it faces cost pressure. More and more car companies began to choose lithium iron phosphate, especially after the release of BYD blade batteries.
The energy density gap between lithium iron phosphate and ternary materials is getting smaller and smaller, the cost is lower, and the energy density is closer to nature. Lithium iron phosphate will replace ternary materials.
The mainstream can look at the data. In the first three quarters of this year, lithium iron phosphate shipments increased by 23% year-on-year, while shipments of ternary materials increased by less than 10% year-on-year.
In the future, lithium iron phosphate shipments will continue to maintain a high growth rate, and companies that are mainly engaged in lithium iron phosphate batteries will naturally become the market’s favorites.
In the Ningde era of ternary lithium batteries, the market has tripled in a year. So companies that do lithium iron phosphate batteries must be no worse than ternary lithium battery companies.
So next to the company that can relay the Mingde era, we have to go to the direction of lithium iron phosphate to find one of the companies that specializes in lithium iron phosphate batteries.
It plans to ship 1.06g watt-hours this month, a year-on-year increase of 430%, which is faster than the CATL. And the company's lithium iron phosphate batteries have begun to be exported overseas.
Gradually become a supplier of Tesla and Benz new energy vehicles. With the arrival of zero-three iron lithium batteries to replace ternary batteries, its room for growth will be even greater. -
2021-01-31
周末提到的新能源今天大涨，并且还有利好，刚刚已经定下来了。到二零三零年风电装机总容量要达到十二亿千瓦。
现在是四点四亿千瓦，也就意味着还有两倍的成长空间，风电的机会来了，光伏的机会诞生了五倍。大牛隆基股份。
四倍大牛同为股份，这一次风电的机会会诞生谁呢？马上揭晓。目前风电装机容量是二点二亿千瓦，接下来五年。
风电每年新增装机容量预计将达到三十六g 邷，明显高于过去五年，而风电产业链包括上游的零部件，中游的风电整机和下游的风电运营。
按产业链来划分，上游的零部件机会最多，比如新强联第一波翻了两倍，第二波又翻了一倍，今天再停涨了二十厘米。
他就是作风力发电机主轴轴承上游零部件的公司。但是我告诉大家，还有一家公司成长赛道比新强联更优质。
咱们来看在风力发电机的价值成本中，轴承只占了百分之十二，价值占比并不高，而占比最高的其实是叶片。
占了风力发电机成本的百分之二十二，主营风电叶片的公司成长赛道自然远超过新强联公司是风电叶片龙头。
近期还收购了上博苑，进一步巩固了龙头地位，目前正在进行重大资产重组，逐步开拓海外市场。
The new energy mentioned at the weekend rose sharply today, and it is still good. It has just been set. The total installed wind power capacity will reach 1.2 billion kilowatts by 2030.
Now it is 440 million kilowatts, which means that there is still twice the room for growth, the opportunity for wind power has come, and the opportunity for photovoltaic power has been born five times. Daniu Longji shares.
Quadruple bulls are all shares. Who will be born this time? Announced immediately. The current installed capacity of wind power is 220 million kilowatts for the next five years.
The annual new installed capacity of wind power is expected to reach 36g, which is significantly higher than the past five years. The wind power industry chain includes upstream components, midstream wind power complete machines and downstream wind power operations.
According to the industry chain, the upstream parts have the most opportunities. For example, Xinqianglian doubled in the first wave, doubled in the second wave, and stopped by 20 centimeters today.
He is the company that makes the upstream parts of the main shaft bearing of the wind turbine. But I tell everyone that there is another company growth track that is better than Xinqianglian.
Let's look at the value cost of wind turbines, bearings accounted for only 12%, the value of the proportion is not high, and the highest proportion is actually the blade.
It accounts for 22% of the cost of wind turbines. The growth track of companies that are mainly engaged in wind power blades is naturally far more than that of Xinqianglian, which is the leader in wind power blades.
Recently, it has also acquired Shangboyuan, further consolidating its leading position, and is currently undergoing major asset restructuring to gradually expand overseas markets. -
2021-01-30
回家公司第一波翻了十倍，周五又在停，直接十厘米，他就是利昂威。然而还有一家对标利昂威的公司，你知道吗？
而且他的成长赛道比利昂威更优质。
马上来揭晓半导体材料是半导体产业链的根基，而国内半导体材料发展才刚开始。与集成电路产业类似，我国半导体材料。
同样依赖进口，一九年我国半导体材料市场总量八十八点六亿美元，占全球市场总量的百分之十六点九。但与我国电子产业百分之四十以上的市场份额相比，半导体材料。
料的自给率较低，其中高端领域半导体材料的整体国产化率不到百分之十，而在半导体材料中，硅片占到总成本的百分之三十七。
可以说硅片是半导体材料最大的细分领域，利昂威主营的就是硅片，第一波翻了十倍，周五又是十厘米。
咱们上面说了，在硅片领域还有一家对标利昂威的公司，而且成长赛道比利昂威更优质。因为利昂威主营的是。
八寸硅片只能生产低端芯片，市场价值低，这必然不是趋势。而咱们说的这家公司，它的主营是十二寸硅片。
是生产高端芯片必备的市场价值高，这才是趋势。公司是国内硅片的龙头企业，产品毛利率常年保持在百分之二十以上。
三季度业绩增幅超过百分之一百八。
The first wave of the company went home tenfold, and it stopped again on Friday, directly ten centimeters, he is Leon Wei. However, there is another company that benchmarks Leonway, do you know?
And his growth track is better than Leonwei.
It will be announced that semiconductor materials are the foundation of the semiconductor industry chain, and the development of domestic semiconductor materials has just begun. Similar to the integrated circuit industry, my country's semiconductor materials.
Also dependent on imports, my country's semiconductor material market totaled 8.86 billion U.S. dollars in 19, accounting for 16.9% of the global market. But compared with the market share of more than 40% of my country's electronics industry, semiconductor materials.
The self-sufficiency rate of materials is relatively low. Among them, the overall localization rate of high-end semiconductor materials is less than 10%. Among semiconductor materials, silicon wafers account for 37% of the total cost.
It can be said that silicon wafers are the largest subdivision of semiconductor materials. Leonwei's main business is silicon wafers. The first wave has doubled ten times, and it is ten centimeters on Friday.
As we said above, there is another company that benchmarks Leonway in the silicon wafer field, and the growth track is better than Leonway. Because Leonwei's main business is.
Eight-inch silicon wafers can only produce low-end chips and have low market value. This is definitely not a trend. The company we are talking about, its main business is 12-inch silicon wafers.
It is the high market value necessary to produce high-end chips, and this is the trend. The company is a leading domestic silicon wafer company, and its product gross profit margin has been maintained at more than 20% throughout the year.
The growth rate in the third quarter was over 180%. -
2021-01-29
一度电一毛钱你敢信吗？最近中东的一个光伏项目就做到了上网电价创出了一点三五美分每千瓦时的信息，这在经济性上对传统能源有绝对的优势。
光伏板块能不涨吗？迈威股份涨了百分之二十，家伟新能中来股份周四也都涨，平均下周谁能继续接力呢？h g t 电池片。
这是未来能接替p r c 的下一代电池片。目前p e r c 电池已经进入了瓶颈期，想要进一步降低成本，难度很大。
但是h g d 电池凭借无主栅技术，可以把成本降到比p r c 电池更低。并且h g d 电池光电转换效率比p r c 电池更高。
寿命也更长，所以在综合性价比后，h d d 电池成本未来将比p r c 低百分之六十二。要实现一度电一毛钱的目标。
靠p r c 电池肯定不行。所以h g d 电池才是未来做h d 电池设备的。麦维股份已经先启动了，下周。
g g d 电池行情就要来了。公司是国内首家实现h g d 电池量产的企业，接下来有望。
Do you dare to believe it once a dime of electricity? Recently, a photovoltaic project in the Middle East achieved a feed-in tariff of 1.35 cents per kilowatt hour, which has an absolute advantage over traditional energy sources in terms of economics.
Can the photovoltaic sector not rise? Maiwei shares rose by 20%, and Jiawei Xinnengzhonglai shares also rose on Thursday. On average, who can continue to relay next week? h g t battery slice.
This is the next generation cell that can replace p r c in the future. At present, pe r c batteries have entered a bottleneck period, and it is very difficult to further reduce costs.
However, the h g d battery can reduce the cost to lower than the p r c battery by virtue of the busbarless technology. And the photoelectric conversion efficiency of h g d battery is higher than that of p r c battery.
The lifespan is also longer, so after comprehensive cost performance, the cost of hd d batteries will be 62% lower than p r c in the future. To achieve the goal of one dime per kilowatt hour of electricity.
Relying on p r c batteries will definitely not work. Therefore, the h g d battery is the future of the hd battery equipment. Maiwei shares have been launched first, next week.
g g d The battery market is coming soon. The company is the first domestic enterprise to achieve mass production of h g d batteries, and it is expected to follow. -
2021-01-28
新能源车的行情又来了。最新消息，今年新能源车产销量将达到一百三十万辆，远超年初预测水平。新能源车炒作已经不是第一次了，此前比亚迪涨了三倍。
天赐材料涨了三倍，此次新能源车产销超预期，大利好来了，接下来会吵谁，谁能接力。比亚迪和天赐材料，我来告诉你。
固态电池。
固态电池能将电动汽车的续航里程提高百分之八十，而且充满百分之八十只需要十五分钟。它拥有超高的能量密度，体积能量密度超过每升一千瓦时。
是特斯拉model 三电池的四倍。
而随着新能源车渗透率提升，全球动力电池装机容量仍将保持高速增长，预计到二零二五年将达到七百六十四g 邷年复合增长率。
高达百分之四十大的市场孕育大机会。在美股上市的q s 公司，同样是做固态电池，股价半个月已经翻了五倍了。
自然国内固态电池题材下周将随时启动，公司与q s 公司一样，都有大众座靠山，很快就要进入固态电池的技术导入。
而且已经研发出能量密度超过八百瓦时，每升的全固态电池。在国内固态电池领域，这直接实现了弯道超车。
The market for new energy vehicles is here again. The latest news is that the production and sales of new energy vehicles will reach 1.3 million this year, far exceeding the level predicted at the beginning of the year. This is not the first time that new energy vehicles have been hyped up. BYD has tripled before.
Tianci Materials has tripled. This time the production and sales of new energy vehicles have exceeded expectations. The big news is coming. Who will be noisy next? Who can relay. BYD and Godsend materials, let me tell you.
Solid state battery.
Solid-state batteries can increase the range of electric vehicles by 80%, and it takes only 15 minutes to charge 80%. It has an ultra-high energy density, with a volumetric energy density exceeding one kilowatt hour per liter.
It is four times that of the Tesla model three battery.
With the increase in the penetration rate of new energy vehicles, the global installed capacity of power batteries will continue to maintain rapid growth, and is expected to reach a compound annual growth rate of 764g by 2025.
As much as 40% of the market gives birth to big opportunities. The q s company, which is listed on the US stock market, also makes solid-state batteries, and its stock price has doubled five times in half a month.
Naturally, the domestic solid-state battery theme will be launched at any time next week. The company, like the qs company, has a public backing, and will soon enter the technology of solid-state batteries.
Moreover, an all-solid-state battery with an energy density of over 800 watt-hours per liter has been developed. In the field of domestic solid-state batteries, this has directly achieved overtaking in corners. -
2021-01-27
光伏又回来了，今天价位新能中来股份都是百分之二十，怎么回事？在今天的光伏行业年度大会上传递出一个重要信息。
未来五年，光伏发电需求将远高于过去五年。要进一步调动光伏企业的积极性，这个进一步调动想来是不是意味着光伏补贴可能会超预期呢？
这么一想，光伏又有了上涨的理由。不过这次光伏的行情有点不一样。上一波的光伏玻璃这次没怎么涨，而之前不温不火的。
光伏设备已经创了新高。迈威股份最近两个月股价翻倍，为什么？因为h g t 易智捷电池设备h g t 是什么？
我们之前讲过p e r c 电池片，这是目前效益最好的电池片。而h g t 被认为是在未来将接替p r c 的下一代电池片。
h d 设备市场预计在今后五年将迎来大爆发，所以这次光伏的行情背后，其实是技术升级的逻辑。
公司是p e r c 电池激光开槽设备龙头，目前已经开始布局h g d 设备，并且股价比卖为便宜一半，接下来有望。
Photovoltaic is back again. Today, the price of Xinnengzhonglai shares is 20%. What's going on? An important message was delivered at today's annual conference of the photovoltaic industry.
In the next five years, the demand for photovoltaic power generation will be much higher than in the past five years. To further mobilize the enthusiasm of photovoltaic companies, does this further mobilization mean that photovoltaic subsidies may exceed expectations?
Thinking about it this way, PV has a reason to rise again. However, the market for photovoltaics is a bit different this time. The last wave of photovoltaic glass did not rise much this time, and it was lukewarm before.
Photovoltaic equipment has reached a new high. The stock price of Maiwei shares has doubled in the past two months. Why? Because h g t What is h g t?
We have talked about p e r c cell before, which is currently the most effective cell. And h g t is considered to be the next generation cell that will replace p r c in the future.
The h d equipment market is expected to usher in a major explosion in the next five years, so behind the PV market this time is actually the logic of technological upgrading.
The company is the leader in laser slotting equipment for p e r c batteries. It has already begun to deploy h g d equipment, and the stock price is half cheaper than the selling price. -
2021-01-26
动力煤又涨价了，主力合约价格突破二零一七年创下的历史高点，收盘在七百二十七点八元每吨，从四月份的低点到今天收盘已经涨了百分之五十。
收益杜丽美涨价，郑州煤电开盘八分钟封住涨停，一个多月来涨幅达到百分之一百四十七，煤价上涨真的停不下来，内部有环保限产和进口没收紧。
供应跟不上，外部有冷冻带来的采暖需求和经济复苏的周期性影响，需求旺盛。接下来煤炭板块的机会仍然值得关注。从煤炭产业来看，郑州煤电其实还不是最受益的。
它的产量不高，去年只有七百二十一万吨，并且它的销售费用、管理费用、财务费用三费合计占到营收百分之二十二，经营效率低下。所以即使东林美涨价，也没能阻止公司继续亏损。
第三季度还亏了五千多万，不过煤炭行业的机会是确定的，接下来选对公司就很重要了，等所有人都反应过来，那些真正有价值的公司估计也都飞起来了。
公司去年动力煤产量九千一百四十五万吨，是郑州煤电的十三倍。郑州煤电在前面打出了空间。这家公司也就有了参考，在高达近五倍的估值差距下。
市场。
The price of thermal coal has risen again. The main contract price broke through the historical high set in 2017 and closed at 7278 yuan per ton, which has risen by percent from the low point in April to today’s close. fifty.
Revenue Du Limei raised prices. Zhengzhou Coal and Electricity closed the daily limit for eight minutes after the opening. The increase has reached 147% in more than a month. The rise in coal prices really cannot be stopped. There are environmental protection restrictions on production and import confiscations.
Supply can't keep up. There is a cyclical impact of external heating demand and economic recovery caused by freezing, and demand is strong. The next opportunity in the coal sector is still worthy of attention. From the perspective of the coal industry, Zhengzhou Coal Power is actually not the most beneficial.
Its output is not high. Last year it was only 7.21 million tons, and its sales expenses, management expenses, and financial expenses accounted for 22% of its revenue, and its operating efficiency was low. Therefore, even if Donglinmei increased its price, it failed to prevent the company from continuing to lose money.
In the third quarter, there was a loss of more than 50 million yuan, but the opportunities in the coal industry are certain. The next choice of the company is very important. When everyone reacts, it is estimated that those companies that are truly valuable will also fly.
The company's thermal coal output last year was 91.45 million tons, which was 13 times that of Zhengzhou Coal and Electricity. Zhengzhou Coal and Electricity has made room in front. This company also has a reference, with a valuation gap of nearly five times.
market. -
股典钟炒股机器人系统电脑版行业投资资讯：非洲机遇非洲自贸区Africa Opportunity Africa Free Trade Area
2021-01-25
非洲自贸区将在明年一月一日正式启动，一个涵盖超过十二亿人口的大市场，正在形成自贸区最大的作用就是解决非洲内部的贸易障碍，促进货物流通，提高经济效率。
从我们的经验来看，非洲经济未来可能会有很大的改观，这对在非洲的中国企业是一次大机遇，市场空间可能不亚于上海自贸区和海南自贸港。
说起非洲的中国企业，就不得不提非洲手机之王传音控股。先来看个数据，去年传音手机出货量达到一点三七亿部，在全球手机市场占有率百分之八点一。
排名第四位，这样的成绩大部分都是非洲市场贡献传音在整个非洲的市场占有率高达百分之五十二点五。为什么在竞争激烈的手机市场，传音能够有近乎垄断的竞争优势？
传音手机成为非洲之王，不是偶然，因为他真的关心非洲朋友在非洲手机充电是最大难题。传音便推出了拥有超长续航的手机。
非洲的运营商众多，经常跨网被扣费，传音便推出了双卡双待甚至双卡四代手机。此外，现在很多智能手机的美颜功能，非洲朋友因肤色原因。
根本没法用传音通过技术优化推出了满足非洲用户的美颜手机。传音关心非洲朋友，非洲巨大的市场也成就了传音，让他从名不见经传的小厂。
摇身一变成了非洲手机巨头。现在非洲自贸区的行程有望帮助传音再一次腾飞。传音股价从最低四十一块涨到一百五十五块。
涨幅已经超过百分之两百。从川音的案例，我们可以看到非洲市场的潜力有多么巨大。川音股价已经高了，其他在非洲市场有深入布局的公司。
当然也有机会，当年的上海自贸区陆家嘴走出了五连板，一个月涨了百分之一百五。相信这次非洲自贸区也会走出像陆家嘴一样的牛股。
The African Free Trade Area will be officially launched on January 1st next year. A large market covering more than 1.2 billion people is forming. The biggest role of the Free Trade Area is to resolve trade barriers within Africa, promote the flow of goods, and improve economic efficiency.
From our experience, the African economy may see a great improvement in the future. This is a big opportunity for Chinese companies in Africa, and the market space may not be inferior to the Shanghai Free Trade Zone and Hainan Free Trade Port.
Speaking of Chinese companies in Africa, we have to mention Transsion Holdings, the king of mobile phones in Africa. Let’s first look at the data. Last year, Transsion’s mobile phone shipments reached 137 million units, accounting for 8.1% of the global mobile phone market.
Ranked fourth, most of these achievements are contributed by the African market. Transsion’s market share in Africa is as high as 52.5%. Why can TRANSSION have a near-monopoly competitive advantage in the highly competitive mobile phone market?
It is not accidental that Transsion Mobile has become the king of Africa, because he really cares about the biggest problem of African friends charging mobile phones in Africa. Transsion launched a mobile phone with a long battery life.
There are many operators in Africa, and they are often charged for cross-networking. Transsion has launched dual-card dual-standby or even dual-card four-generation mobile phones. In addition, the beauty features of many smart phones nowadays, African friends due to skin color.
It is impossible to use Transsion to optimize the technology to launch a beauty phone that satisfies African users. TRANSSION cares about African friends, and the huge African market has also made Transsion into a small factory that has never been known.
It turned into an African mobile phone giant. Now the itinerary of the African Free Trade Zone is expected to help Transsion take off again. Transsion’s stock price rose from a minimum of 41 yuan to 155 yuan.
The increase has exceeded 200%. From the case of Chuanyin, we can see how huge the potential of the African market is. Chuanyin's stock price is already high, and other companies with in-depth deployment in the African market.
Of course, there is also a chance. Lujiazui, the Shanghai Free Trade Zone that year, went out of the five-link board, and rose by 150% in a month. I believe that this time the African Free Trade Zone will also emerge from bull stocks like Lujiazui.
-
股典钟炒股机器人系统电脑版行业投资资讯：虚拟现实Virtual Reality
2021-01-24
虚拟现实产业要有大动作了。北京将成立百亿级虚拟现实产业基金，推动产业的发展。虚拟现实有可能成为集成电路产业基金后又一个新的风口。
随着技术的不断进步，尤其是人工智能和五g 的发展，虚拟现实v r 拓展了更多应用场景。目前已经在很多行业应用，比如远程手术。
游戏教育培训等v r 加成为发展趋势。目前我国虚拟现实市场规模是五百亿元，预计到二零二三年将达到四千三百亿元。
从五百亿到四千三百亿，这就是八倍的市场空间。再加上产业基金的支持，未来一定会有不错的表现。集成电路产业基金投资的公司曾经都走出了长牛的行情。
长电科技北方华创汇顶科技两年都涨了四倍多，相信这次虚拟现实产业也会走出一批大牛股。公司把v r 技术应用到。
培训领域有效提高了培训效率，并且打破了固有区位、场地及时间的限制，形成了公司独特的。
The virtual reality industry is about to make big moves. Beijing will set up a tens of billions of virtual reality industry funds to promote the development of the industry. Virtual reality may become another new outlet after IC industry funds.
With the continuous advancement of technology, especially the development of artificial intelligence and 5G, virtual reality VR has expanded more application scenarios. It has been applied in many industries, such as remote surgery.
VR additions such as game education and training have become a development trend. The current scale of my country's virtual reality market is 50 billion yuan, and it is expected to reach 430 billion yuan by 2023.
From 50 billion to 430 billion, this is eight times the market space. Coupled with the support of industry funds, there will be good performance in the future. Companies invested by the IC Industry Fund have all gone out of the market.
Changjiang Electronics Technology North Huachuang Huiding Technology has risen more than four times in two years. It is believed that this time the virtual reality industry will also emerge a group of big bull stocks. The company applies VR technology to.
The training field effectively improves training efficiency and breaks the inherent location, venue and time constraints, forming a unique company. -
股典钟炒股机器人系统电脑版行业投资资讯：行业投资资讯：车联网Industry Investment Information: Internet of Vehicles
2021-01-23
新能源车的行情随着特斯拉未来等的调整彻底熄火了。新能源车以后机会在哪里？我认为在车联网领域，前几天，美国联邦通讯委员会正式决定把五点九级合资频段划拨给c v x。
这意味着，由我国主推的c b x 将成为全球唯一的车联网国际标准。根据智能网联汽车技术路线图，二点零到二零二五年。
c v 二x 终端的新车装备率要达到百分之五十，到二零三零年基本普及。
市场空间有多大呢？去年我国汽车总销量是两千五百七十六万辆，仅就车载设备单车价值一千元，带来的就是两百五十八亿的新增市场。
并且现在c v x 成了国际通用标准，再考虑到国外的需求，市场就更大了。v x 产业链包括了通信芯片、通信模组。
终端设备以及相关应用软件的开发。国内企业在这个领域已经有了先发优势，并且建立起了足够高的科技壁垒。相信在未来的竞争中会脱颖而出。
公司是无线通信模组的龙头企业，车载业务在国内外都有完善的布局，并且考虑到车联网对通信模组需求的确定性最强。
落地也最早，它有可能是车联网领域最先被资金关注的行情随时可能爆发。
The market for new energy vehicles has completely stalled with Tesla's future adjustments. Where are the opportunities for new energy vehicles in the future? I think in the field of car networking, a few days ago, the Federal Communications Commission of the United States formally decided to allocate 5.9 joint venture frequency bands to c v x.
This means that the c b x promoted by my country will become the only international standard for Internet of Vehicles in the world. According to the technology roadmap of intelligent connected vehicles, from 2:00 to 2025.
The new car equipment rate of c v two x terminal must reach 50%, and it will be basically popularized by 2030.
How big is the market space? Last year, the total sales of automobiles in my country was 25.76 million, and the value of a single vehicle for on-board equipment alone was one thousand yuan, which brought a new market of 25.8 billion yuan.
And now c v x has become an international standard, and considering foreign demand, the market is even bigger. The v x industry chain includes communication chips and communication modules.
Development of terminal equipment and related application software. Domestic companies have already had first-mover advantages in this field and have established sufficiently high technological barriers. I believe it will stand out in the future competition.
The company is a leading enterprise in wireless communication modules, and its in-vehicle business has a comprehensive layout at home and abroad, and considering that the Internet of Vehicles has the strongest demand for communication modules.
It is also the earliest to land, and it may be the first market to be paid attention to by funds in the field of car networking, which may explode at any time. -
股典钟炒股机器人系统电脑版行业投资资讯：行业投资资讯（红外夜视仪）Industry Investment Information (Infrared Night Vision)
2021-01-22
前面分享的军用信息通信系统二级升级四级，大家都很感兴趣。今天再来分享一个，接下来可能会有十几倍新增市场的装备，红外夜视仪。
这种装备我们在看美国大片的时候经常能看到，但是在我们的军队里就不太常见了。为什么？就是因为普及率低，美国红外装备人均配备一。
点七个，每人至少都有一个，而我军人均还不到零点一十个人才有一个从零点一到一点七，这就是十几倍的。
市场空间红外夜视仪的核心技术长期以来被西方国家垄断，核心零部件探测器全部都要进口，这就导致红外夜视仪价格很贵。我们的军费。
本来就不多，所以过去就不愿意花在这上面。不过近年来我们突破了红外夜视仪的核心技术，目前已经能够自主生产全部关键零部件。
普及夜视仪的时机到了，公司不仅生产红外夜视仪，还具备红外探测器芯片的研制生产能力，连超高导弹上面的红外导引头也能做。
真的是很牛了。
We are all very interested in the two-level upgrade and four-level military information communication system shared earlier. Let’s share one more today. There may be more than ten times the new market equipment, infrared night vision device.
This kind of equipment is often seen when watching American blockbusters, but it is not very common in our military. why? Because of the low penetration rate, the United States has one infrared device per person.
Seven points, everyone has at least one, and the number of our soldiers is less than ten ten and only one from one to seven, which is more than ten times that.
The core technology of infrared night vision in the market space has been monopolized by Western countries for a long time, and all the core components and detectors have to be imported, which makes the price of infrared night vision very expensive. Our military expenses.
There were not many, so I didn’t want to spend it on this in the past. However, in recent years, we have broken through the core technology of infrared night vision devices, and are now able to independently produce all key components.
The time has come for the popularization of night vision devices. The company not only produces infrared night vision devices, but also has the ability to develop and produce infrared detector chips, even infrared seekers on ultra-high missiles.
It's really amazing. -
股典钟炒股机器人系统电脑版行业投资资讯：潮水涌来时你准备好了什么 What are you ready when the tide comes
2021-01-21
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（预测功能的准确率只有80%左右）。
当大量的资金涌入中国的时候，我们可以做什么？最近人民币可是很香哦。财政部发行的四十亿欧元的债券，两天半时间就被国外投资者是一扫而空，全世界的投资者都在涌向。
中国包括美国投资者在内，世界上有二百二十四个国家和地区，可为什么现在的境外投资者都像潮水一样的涌向中国呢？我们知道。
全球经济都在衰退，光美国就损失了四分之一的财富，于是各国政府都在印钞放水刺激经济的发展。而且这次放的那可是滔天的洪水呀。
全球放水约三十万亿美元，约合人民币两百万亿。美国目前市面上的美元里面有百分之四十都是最近八个月印出来的。在这种情况下，谁为这次疫情买单？
那当然是谁手上有现金，谁就买单。于是大量的资金就要去国外寻找投资洼地。那找来找去就发现一中国。那当大量的国际资金进来的时候。
我们怎样才能在这次浪潮里面捞到好处呢？最主要的看潮水涌来的时候，我们是在岸边呢还是在船上？如果是在岸边，那你那点资产很有可能就会被潮水给淹沒。
而如果是在船上呢把握住了机会，就会被顺势推高。作为全球经济复苏的发动机的中国，很有可能借助这次全球投资的大浪潮实现弯道超车。
进入一个高质量中速发展的黄金时代。当潮水涌来的时候，就看你做好。 -
2021-01-20
如何看懂上市公司财报（中英文双语）How to read the financial reports of listed companies (Chinese and English bilingual)
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，股典钟炒股机器人系统电脑版交易系统夜做出了调整，基本面分析进行了修改，增加了估值体系。你有看过任何公司的财务报表吗？是不是觉得看懂财务报表，摸清公司体系很难，其实很简单，财务也很好学。你反复看三遍就能看懂。
每一个上市公司的质量，你觉得卖眼镜的赚钱吗？一副眼镜动辄上千元，其实成本不过百元，只有财报才会告诉你，上市公司三零零六二二叫博士眼镜。
二零一九年末，它的销售毛利率是百分之七十一点一七，也就是说一千块的眼镜它能赚七百一十一块，是不是觉得很暴力，其实不是这样的。
他的租金、物业费、水电费、广告宣传、存货减值、办公费、税费合计就占了营业收入的比值高达百分之六十。所以报表会显示他二零二零年三季度。
净资产收益率仅有百分之三点三一，而净利润只有百分之六点八七。也就是说你投一百万进去，每年只能赚回来三点三一万。
一般的理财产品都能达到百分之四到百分之五。那你是买理财还是买这只股票呢？答案显而易见，这个行业你还能选择吗？难道你比人家管理水平还高吗？
如果你认为茅台赚钱，那财报会告诉你，没错，他比你想的可能更赚钱。二零一九年末他的营收是八百八十九亿，二零二零年预计一千零六十六亿。
每年都以百分之二十的增速在扩大市场份额，销售毛利率更是高达了百分之九十。也就是说，九百六十九元经销商的拿货价成本不足百元。
茅台的净资产收益率和资产报酬率均在百分之二十五以上，也就是说你投一百块，第二年能回来二十五块，你想想为什么股价是一千七百元，值不值？
定值呀。而且关键指标利润率达到了百分之三十点九五和百分之六点八七的眼镜店比。你是开眼镜店还是卖九啊？当然这是跨行业的比较。
是让你知道如何选择哪个行业去从业或者投资创业，当然还要横向对比和纵向对比。横向对比就是和同行比。比如你看茅台，你还需要对比五粮液。
泸州老窖、口子窖、洋河等等酒业纵向就是和自己比比比以前的同期叫同比，比比上个月的叫环比，为什么要比呢？就是来判断未来。
咱们再说泸州老窖二零一五年营业收入是六十九亿，一六年八十六亿，一七年一百零三亿，一八年一百三十亿营业额每年增长率都达到了百分之二十五。这样的股票你敢买吗？
当然了，但是单看营业收入的增长还不足以判断成长空间。我们后面会说啊，咱们先看利润表，企业赚钱的机密。
咱们还说多少叫在营业收入的分析里，二零一八年末高端酒收入的比例是百分之四十多，占营业收入，而中低端酒占了百分之五十多。
到了二零二零年三年时间呀，在它的中期报表里显示，它的高端机油已经占营业收入的百分之六十二了，中低端酒只占了百分之三十多。能体会什么意思吗？
也就是说，高端酒毛利率是百分之九十一点八，低端毛利率是百分之三十三。人家一八年卖便宜货卖的多，赚的少，用了三年时间转型成功。
就卖高端货，卖高端酒这样赚的多，所以股价一年翻了一倍。再看啊b 站它的利润表中百分之五十三的收入来源于游戏。
b 站呀自己不做游戏，那它就没有核心竞争力，而b 站自己的业务如直播的打赏开的会员在b 站的总体收入中只占比百分之二十四。
对比微博百分之八十六点六的收入都来源广告毛利率甚至高达百分之八十一，净利率也高达百分之二十八。他永远是弟弟。苹果是百分之二十一，亚马逊是百分之四，腾讯是百分之二十四，微博一。
就完事儿，咱们再看现金流量表，它和利润表最大的区别是利润表的营业收入包括了没到账的钱。比如你签了合同，但是没打款，也算你的营业收入。
可现金流量表，那是真金白银啊，账面见不到钱都不计算，你觉得哪个更可靠呢？首先要看经营活动的现金流，说明了你的盈利能力。
你卖货收到多少钱？买原材料、包装品、人力成本、水电物业取暖又花了多少钱，是正还是负就能看出赚不赚钱了。比如。
中国经营现金流排名第一的，你觉得会是谁？茅台吗？no, 中国有个奇怪的现象，进钱出钱最快的是四大银行，而格力电器这么好的企业只排到第十四位。
茅台没金钱二十在反观b 站这种高速发展的互联网公司还在烧钱换客户的阶段，经营现金流非常有限，主要靠别人的钱过日子。
b 站的经营现金流啊只有两千八百万，投资现金流更是负的五点六亿。就是他一直在花钱，而筹资现金流达到了三点七点三亿。
也就是说，b 站光靠融资就融到了七点三亿，也是光靠融资活着。当年利润很好的上市公司叫怡亚通，是做供应链金融的。
表面看，利润表里年赚五年赚了二十亿，经营现金流却是负的七十五亿。一分没收回来，还留出了七十五亿。也就是说，他的资产和核心业务都是把钱给别人再收回来。
现在还没有收回来，十一块的股价直接干到了三块多，三大现金流经营现金流、投资现金流、筹资现金流，他们之间到底有什么关系呢？
经营性现金流负责造血，如果造血不够用，就要筹资，就是筹资现金流。所以企业倒闭的大部分本质原因都是因为投资发展节奏太快，规模太大。
但自身造血能力又无法支持，要靠筹资。如果给你钱的人一旦抽贷或撤资，你就死掉了。a 股的东旭某店就是这样崩掉的。
说实话这个公司是特别好的，五年一共赚到了四十八亿的真金白银，但投出去了二百四十四亿是赚到钱的五倍，于是拼命的增发找股东入股。
定增不够的话，就找银行、金融机构个人借押上了老板的身家性命，还有自己的股份。结果现在账上还有二百一十六亿的外债没还清。
投资现金流的净额一七年是负的一百零九亿。什么意思？就是本来呀投资建五个厂，一共花了二百亿，自己卖自己没用的资产才卖了九十一个亿。
那就出现了负的一百零九亿，然后真的就有人抽贷和撤资了，老板没有办法，只好倒贷找新股东融资。这样就增加了财务成本。
降低了间接的降低了造血能力。比如啊东西。某店二零二零年借了一百三十一个亿，还了一百三十六个亿，负五个亿，再加上财务成本。
他得多费钱呀。反观一七年，他是挣的四十一个亿啊，所以一七年他风光无限，高速发展，一八年被抽贷。也正因如此，股价。
从十二元跌到了二点八元，咱们再看啊，a 股三千八百左右家的上市公司中，能实现正向经营现金流的其实只有一千六百三十六家。
a 股百分之六十的公司其实从本质看都不赚钱，所以现金流量表让你分辨好的公司还有一张表叫资产负债表。
让你快速了解企业还有多少家底够他随便折腾。
效益不好可以是暂时的，鲜油不好也可以是暂时的。只要你还有家底儿，比如可口可乐的商标，如果可口可乐去做大健康食品产业，这个品牌能快速的值钱。
负债率又是一个关键的指标，我们要学会看就是用负债除以总资产。比如麦当劳、星巴克，近两年的负债率都超过了百分之百，原因是加速扩张，比如。
某山照明资产负债率只有百分之二十，看着很安全，总资产是六十九个亿，但也意味着没有什么发展空间了。再看看a 股的各种奇怪现象啊，你会非常吃惊。
不包括x t 的股票，某水股份资产负债率达到了百分之二百零八，某项环境资产负债率达到百分之一百四十三。这样的公司。你敢跟他玩吗？
传媒、银行、地产、有色金属、化工、机械分别排行平均资产负债率前六的板块。
看资产负债率很简单越好，变现的资产就会越靠到前面拍。比如第一个表一般都是货币资金，这就不用多说了，拿过来就能花，然后就是应收账款。
预付账款，然后就是固定资产无形资产了。无形资产最好变现的是土地，比如某水股份总资产三百一十九亿，借了六百六十五亿，而土地。
只有十七亿，当年的乐视最重要的资产是游戏和视频的版权。所以当它股价到了一百七十九块市值一千五百亿的时候，它的无形资产只有六个亿。
又没什么固定资产，你知道它的风险在哪儿了吗？你觉得腾讯的主要资产是什么呢？你是不是以为王者荣耀微信都不是他总资产一万亿。
其中一项资产就占了四千亿，占比达到了百分之四十呀。
这是他最重要的资产，那是什么资产呢？用美国纳斯达克的会计准则表述，叫做以公益价值计量体系变动计入当期损益的金融资产。你们是不是想问？
金融资产到底是个啥？就是腾讯投资的企业现在的价值，那腾讯都投资了哪些企业，有值多少钱呢？我来给你盘点盘点啊。
某团、滴滴和摩拜某东拼西西韦某会大众某平、鄂某某五八某某小某书某牙窦某和快手贝壳找房和某居人人车易车网，还有一个货车帮。
某低愁人，某代知乎某辅导新东方，马蜂窝每日优先和金山不完全统计啊，他投了五百家以上的大型公司。
