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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. -
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.
