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股典钟涨停王行业投资资讯：数字经济Stock Code Clock Daily Limit King Industry Investment Information: Digital Economy
2021-03-21
十四五有哪些机会可以挖掘？今天我们就来分享一个刚挖掘出来的潜力赛道。数字经济在十四五规划中重点强调了建设数字中国。这几天。
两会的工作报告里又重申建设数字中国，那么数字经济到底是什么，又会带来哪些机会？接下来的内容我们从三个方面来分别说说数字经济的内涵和影响。
数字经济的重点产业和数字中国建设带来的机会。数字经济是一个比较宽泛的概念，所有直接或间接利用数据来引导资源。
推动生产力发展的经济形态，都可以说是数字。
二零一九年，我们的数字经济增加值规模达到三十五点八万亿元，占g d p 比重达到百分之三十六点二，并且增速远高于同期g d p 增幅。
他对g d p 增长贡献率已经超过三产贡献率，成为我国经济发展重要动力。数字经济崛起已经是必然趋势。在数字新基建政策催化下。
那些赋能传统产业实现数字化转型的公司，将会迎来历史性发展机遇。有哪些呢？其实大家都已经很熟悉了，就是云计算、大数据、工业互联网、物联网、人工智能。
这里面任何一个展开来讲，都可以挖掘出很多优秀的公司。
所以这是一个足够大的主线，未来也会有很多机会。如果你还不知道具体有哪些优秀的公司可以点头像进去，在关注列表里找小助理领取我们整理好的资料。其中一家公司是e r p 的龙头。
它的工业互联网平台是国内十大霜花平台之一，并且通过收购拓展云服务生态，不能传统产业实现数字化转型。近期市场调整，公司还抛出了大额回购方案。
更显示出对未来发展的。
What opportunities can be tapped during the 14th Five-Year Plan? Today we will share a track that has just tapped potential. The digital economy emphasizes the construction of a digital China in the 14th Five-Year Plan. Recently.
The work report of the two sessions reiterated the construction of a digital China, so what exactly is the digital economy and what opportunities will it bring? In the following content, we will discuss the connotation and impact of the digital economy from three aspects.
The key industries of the digital economy and the opportunities brought by the construction of Digital China. The digital economy is a relatively broad concept, all directly or indirectly using data to guide resources.
The economic forms that promote the development of productive forces can be said to be numbers.
In 2019, the value-added scale of our digital economy reached 35.8 trillion yuan, accounting for 36.2% of gdp, and the growth rate was much higher than the growth rate of gdp over the same period.
His contribution to g d p growth has surpassed that of the tertiary industry and has become an important driving force for my country's economic development. The rise of the digital economy is an inevitable trend. Catalyzed by the new digital infrastructure policy.
Those companies that empower traditional industries to achieve digital transformation will usher in historic development opportunities. What are there? In fact, everyone is already familiar with cloud computing, big data, industrial internet, internet of things, artificial intelligence.
In terms of any one of these developments, many excellent companies can be unearthed.
So this is a big enough thread, and there will be many opportunities in the future. If you don’t know the specific excellent companies, you can click the avatar to enter, and find the assistant in the follow list to receive the information we have compiled. One of these companies is the leader of e r p.
Its industrial Internet platform is one of the top ten domestic Frost Flower platforms, and through acquisitions to expand the cloud service ecosystem, traditional industries cannot achieve digital transformation. In the recent market adjustments, the company has also thrown out a large repurchase plan.
It also shows the future development. -
2021-03-16
军工还有一条隐形赛道。前面我们讲过目前战斗机的发展重点在先进新型战斗机，比如歼二零这些先进新型战斗机有一个特点就是轻量化。
这是提高战斗机性能的关键，而要实现轻量化，就要在材料上面下功夫。这就是接下来要说的军工隐形赛道，碳纤维以美f 系列战斗机为例。
从f 十二a 到f 二十二碳纤维复合材料的比重从百分之一增加到百分之二十四，四代战机f 三十五碳纤维复合材料的使用比例更是高达百分之三十六。
可见，碳纤维复合材料对发展新型战斗机重要性有多大？我们的歼二零战机机身、机翼垂尾压抑等采用了大量碳纤维，其碳纤维复合材料占比达到百分之二十七。
从歼八的百分之一到歼二零的百分之二十七，这就带来了军用碳纤维复合材料的巨大发展空间。并且目前我们有超过三成的战斗机是已经不适合现代化战争的二代战机。
这些战斗机接下来将逐渐被新型战机所取代，由此带来的碳纤维增长空间预计有八到十倍。不过碳纤维不是谁都能做。
他的技术门槛非常高，高端碳纤维领域技术主要掌握在美国等少数发达国家手里。所以过去这些年里，尽管我们碳纤维需求占了全球三分之一以上。
但是自给率严重不足。二零一九年碳纤维复合材料中有百分之七十一的份额来自进口。现在这种情况要变一变了，我们的高端碳纤维领域已经取得技术突破。
尤其是军用领域，必须使用国产材料，这就促使了我们军用碳纤维的发展。碳纤维接下来有望成为军工的黄金赛道。其中一家公司是国内首家实现高端碳纤维产品技术突破的单位。
目前公司的产品已经广泛应用在航空航天领域，随着军工装备现代化加速以及高端碳纤维材料的国产化推进，公司的成长空间有望。
The military industry also has an invisible track. Earlier, we said that the current development of fighter jets focuses on advanced new fighters. For example, the J-20 advanced new fighters have a feature of lightweight.
This is the key to improving the performance of fighter jets, and to achieve lightweight, it is necessary to work hard on materials. This is the military stealth track we will talk about next. The carbon fiber takes the US f-series fighter as an example.
From f12a to f22, the proportion of carbon fiber composite materials has increased from 1% to 24%, and the proportion of carbon fiber composite materials used in the fourth-generation fighter f 35 is as high as 30%. six.
It can be seen that how important are carbon fiber composite materials for the development of new fighter jets? A large amount of carbon fiber is used in the fuselage and wing tail suppression of our F-20 fighter, and its carbon fiber composite material accounts for 27%.
From 1% of the J-8 to 27% of the J-20, this has brought a huge space for the development of military carbon fiber composite materials. And at present, more than 30% of our fighters are second-generation fighters that are no longer suitable for modern warfare.
These fighters will gradually be replaced by new fighters, and the resulting carbon fiber growth space is expected to be eight to ten times. But not everyone can make carbon fiber.
His technical threshold is very high, and the technology in the high-end carbon fiber field is mainly in the hands of a few developed countries such as the United States. So in the past few years, although our carbon fiber demand accounted for more than one-third of the world.
But the self-sufficiency rate is seriously insufficient. In 2019, 71% of carbon fiber composite materials came from imports. Now this situation is about to change. We have achieved technological breakthroughs in the field of high-end carbon fiber.
Especially in the military field, domestic materials must be used, which has prompted the development of our military carbon fiber. Carbon fiber is expected to become the golden track of military industry. One of these companies is the first domestic company to achieve technological breakthroughs in high-end carbon fiber products.
At present, the company's products have been widely used in the aerospace field. With the acceleration of the modernization of military equipment and the advancement of the localization of high-end carbon fiber materials, the company's growth space is expected. -
2021-03-14
军工行情继续，前面分享的战斗机和无人机表现都不错。做过的朋友接下来认真听了这条军工的赛道，成长空间比战斗机还要大。
这是什么飞机知道吗？这就是黑鹰直升机。美军上世纪七十年代研制至今已经生产了四千五百多架，是全世界生产数量最多的直升机之一。
它有多重要呢？在美军的武装直升机里，但这个系列占比就达到了百分之五十三。为什么要说黑鹰关注我国武器装备的朋友应该都知道。
我国的直二零直升机最近两年刚刚定型，而它对标的就是黑影。美军的十吨级直升机占比高达百分之六十六点九，而我们十吨级直升机占比仅仅只有百分之四点五。
并且都是依赖进口直二零的出现，刚好可以填补我军十吨级直升机的空白。我们前面说的比战斗机成长空间更大的赛道就是直二零。
并且总数方面，我国军用直升机有一千两百七十家，而美军有八千两百八十二家是我们的近七倍。所以直升机尤其是直二零产业链有大机会。
其中一家公司是我国军用直升机的龙头。随着直二零的持续放量，公司的成长空间有望。
The military industry market continued, and the fighters and drones shared earlier performed well. Friends who have been there then listened carefully to this military industry track, and there is more room for growth than fighter jets.
Do you know what kind of plane is this? This is the Black Hawk helicopter. The U.S. military has produced more than 4,500 helicopters since it was developed in the 1970s, making it one of the most produced helicopters in the world.
How important is it? Among the armed helicopters of the US military, this series accounts for 53%. Why should I say that Black Hawk is concerned about our country's weapons and equipment should all know.
my country’s Z-20 helicopter has just been finalized in the last two years, and its target is Sombra. The US military’s 10-ton helicopters account for 66.9% of the total, while our 10-ton helicopters account for only 4.5%.
And they are all dependent on the emergence of imported direct 20, which can just fill the gap of our army's ten-ton helicopter. The track we mentioned earlier that has more room for growth than fighter jets is the straight 20.
And in terms of the total number, my country has 1,270 military helicopters, while the U.S. military has 8,282, which is nearly seven times more than ours. Therefore, helicopters, especially the direct 20 industry chain, have great opportunities.
One of these companies is the leader of my country's military helicopters. With the continuous increase in volume in the year 2020, the company's room for growth is expected. -
2021-03-13
你知道如何去精准判断a 股牛市的大顶吗？这个视频呢告诉你答案，而且全网独家。
你呀现在静下心来啊，花五分钟时间听完，那么下一次高高在山顶上站岗的人一定没有你。
赶紧收藏一下，说不定哪天这条视频呢就没了。大家都知道啊，二零零七年的牛市顶部是六幺二四点，而二零幺五年牛市的顶部呢是五幺七八点。
问题来了，按照常规的这个思维啊，因为社会经济在不断的发展和进步，按理说第二次牛市的顶部应该比第一次。
要高才对。那么老股民都知道啊，在二零一五年的年初牛市刚启动的时候啊，几乎所有的散户都认为啊这次股市的涨幅。
一定会超过零七年的六幺二四点都认为啊八千点一万点都不是梦啊啊，当时有一个人非常神奇，他早在。
二零幺四年的九月份，当时的股市还在两千二百点的时候，他就发表了一份报告。报告的核心内容啊有两点，第一。
股市要开启一轮大牛市。第二，本轮牛市的目标点位是五千点，它呀就是当时国泰君安的首席分析师。
任泽平，那么任泽平当时为什么能够准确的判断出来牛市能达到五千点，而不是要超过六千点呢？
他这个五千点是怎么计算出来的呢？是不是恰巧恰巧这个蒙对了啊，其实啊很简单，他把当时沪深两市的这个总市值。
除以当年的总的g d p 的一个占比，做了一个数据模型，它推算出来的。咱们呢先看零五到零七年。
牛市的这个数据啊，二零零五年的a 股点位是一千点，当时啊沪深两市总市值占比g d p 的这个比例是百分之二十。
而到了零七年的十月份，这个a 股啊疯涨到了六千点的时候，占比高达百分之一百三十二。那后面的故事啊大家都知道惨烈的熊市啊，一直把股市干。
到了幺六六四点，当时啊发生了无数个这个人间悲剧啊。而在一五年牛市的初期啊，也就是二零一四年的上半年。
当时的这个a 股啊在两千点，当时啊两市的总市值占比g d p 约为百分之四十左右。但是到了二零一五年的这个六月份。
a 股是这个涨到了五千点，占比啊高达百分之一百一十一。随后呢股灾就发生了，咱们总结一下啊。
当总市值占比一旦超过g d p 的百分之一百，就等于流通市场上所有的资金呢几乎全部都被吸入到了股市。
那么流动性啊就被股市彻底的吸干了，也就是说再也没有后续的增量资金去继续拉升股市了。
因为价格上涨的这个本质就是资金去推动的。当时的这个任泽平就是通过这个简单的方法去判断出来了五千点这个牛市的目标怎么样。
够简单吧。
Do you know how to accurately judge the big top of the a-share bull market? This video tells you the answer, and it is exclusive to the whole network.
Now, calm down, take five minutes to finish listening, then the next time you will stand guard on the top of the mountain, you will definitely not be there.
Hurry up and save it, maybe this video will be gone someday. Everyone knows that the top of the bull market in 2007 was 6 units and 24 points, and the top of the bull market in 20 units and 5 years was 5 units and 8 points.
Here comes the problem. According to the conventional thinking, because the social economy is constantly developing and progressing, it stands to reason that the top of the second bull market should be higher than the first.
It must be high. Well old stock investors all know that when the bull market just started in early 2015, almost all retail investors thought that the stock market rose this time.
It must be more than seven years old at six and two or four o'clock. They thought that eight thousand and ten thousand points were not a dream. At that time, there was a man who was very amazing. He was already there.
In September of 2004, when the stock market was still at 2200, he published a report. The core content of the report has two points, first.
The stock market is about to start a big bull market. Second, the target point of this round of bull market is 5,000 points, which is the chief analyst of Guotai Junan at that time.
Ren Zeping, then why was Ren Zeping able to accurately judge that the bull market could reach 5,000 points, instead of exceeding 6,000 points?
How did he calculate the five thousand points? Did it happen to be right? In fact, it was very simple. He took the total market value of the Shanghai and Shenzhen stock exchanges at that time.
Divide it by a proportion of the total g d p of the year and make a data model, which is calculated. Let's look at the years from 2005 to 2007 first.
According to the bull market data, the A-share point in 2005 was 1,000 points. At that time, the total market value of the Shanghai and Shenzhen stock markets accounted for 20% of gdp.
In October 2007, when this A-share skyrocketed to 6,000, the share was as high as 132%. The story behind that, everyone knows the tragic bear market, has been doing the stock market.
When it was 6 or 4 o'clock, there were countless tragedies in this world. At the beginning of the bull market in one-five years, that is, the first half of 2014.
At that time, the A-share market was at two thousand points. At that time, the total market value of the two cities accounted for about 40% of gdp. But in this June of 2015.
A-shares have risen to 5,000 points, accounting for up to 111%. Then the stock market crash happened, let's summarize it.
When the total market value exceeds 100% of g d p, it means that almost all of the funds in the circulating market have been sucked into the stock market.
Then the liquidity is completely absorbed by the stock market, which means that there will be no follow-up incremental funds to continue to lift the stock market.
Because the nature of price increases is driven by funds. At that time, Ren Zeping used this simple method to judge the goal of the five thousand-point bull market.
Simple enough. -
2021-03-12
电池衰减催生千亿增量市场。随着新一轮寒潮来临，全国进入速冻模式。而对新能源车主来说，环境冷心更冷，气温下降导致自己的电动车续航里程大幅缩水。
以特斯拉摩托三桅里有车主反映，至少缩水了百分之三十以上，冬季续航里程缩水的问题并不新鲜，可以说是电动车的通禀。低温环境下，锂电池容量会急剧衰减。
并且温度越低，衰减的就越狠。这就是为什么在北方，尤其是东北很少看到新能源车的原因，怎么办呢？使用热泵，这是在传统燃油车中。
完全不需要的东西，因为发动机本身就会产生热量，甚至这些热量还可以提供车内暖风。而电动车由于没有发动机炙热。
全部需要依赖热管理系统，这就是纯增量市场。以目前新能源车的增长速度预计到二零二五年销量有望达到一千三百万辆。
由此带来的热管理系统市场空间预计有七百亿元新能源车取代燃油车，这是必然的趋势。在这样的趋势下，热管理系统也将持续增长。
其中一家公司是国内新能源车热管理系统的龙头，目前已经进入特斯拉、通用、大众等知名车企的供应链。随着新能源车销量持续增长，公司的成长空间。
将更加广阔。
Battery decay has spawned an incremental market of hundreds of billions. With the advent of a new round of cold wave, the country has entered a quick freezing mode. For owners of new energy vehicles, the environment is even colder, and the drop in temperature has led to a significant reduction in the cruising range of their electric vehicles.
According to the owners of the three-masted Tesla motorcycle, it has shrunk by at least 30%. The problem of the reduction in the cruising range in winter is not new. It can be said that it is a common feature of electric vehicles. Under low temperature environment, the capacity of lithium battery will decrease sharply.
And the lower the temperature, the harder the attenuation. This is why new energy vehicles are rarely seen in the north, especially in the northeast. What should we do? Use a heat pump, which is used in traditional fuel vehicles.
Things that are not needed at all, because the engine itself generates heat, and even this heat can provide warm air in the car. The electric car is hot because it does not have an engine.
All need to rely on the thermal management system, this is a pure incremental market. Based on the current growth rate of new energy vehicles, it is estimated that the sales volume is expected to reach 13 million by 2025.
The resulting thermal management system market space is expected to replace fuel vehicles with new energy vehicles of 70 billion yuan, which is an inevitable trend. Under this trend, thermal management systems will continue to grow.
One of these companies is the leader in the thermal management system for new energy vehicles in China, and has now entered the supply chain of Tesla, GM, Volkswagen and other well-known auto companies. As the sales of new energy vehicles continue to grow, the company has room for growth.
Will be more expansive.
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2021-03-11
聪明人不合群，我们一起来听。
什么是最好的社交呢？最好的社交一定是势均力敌的，无须逢迎讨好。
内心存压力，最好的社交一定是互相搭台的，没有负面能量让你生烦恼。
社交的意义在于见多识广，学人长处在于认清自己，增加乐趣，而有些社交圈以消遣为主。
游戏人生无真心实意，只剩攀比，这样的圈子有臂无力，需要你敬而远之。
圈子不同，不必强融。
有些人觉得喝酒打牌是人生的意义，有些人把勤奋耕耘当成未来的目标，不一样的人，有不一样的追求。
不必为了面子融入和自己志向不一的圈子，自己的人生自己规划好，没有谁能替谁负责。
人心不同，不必同行。
有些人揣着真心交朋友，有些人带着面具出感情。
不要把不同路的人请进自己的生命。有些人你若不懂拒绝，他，只会在你的世界兴风作浪。
给你带来数之不尽的烦恼，聪明的人不会把太多的人请进生命。同鹭为友，陌路，不求。
刻意合群不如独处。
喝酒的人只会催你干杯。打牌的人只会拉你玩乐，不同的人总会对你有不同的影响。有些人只会耍嘴。
能同甘不能共苦，与其参与无效的社交，浪费时间和精力，不如多深耕自己，让自己在独处中更有底气。
优秀的人自带光芒。
成年人的社交都是靠实力来说话的，聪明的人从来不去混圈子，而是花时间拓展自己，当自己优秀了。
会遇到更多志同道合的人。
主动去讨好的圈子，费心费力，被人看不起。自身吸引来的圈子势均力敌，没人敢小瞧。
当一个人自带光芒，总会有人荧光而来。
Smart people are not in a group, let's listen together.
What is the best socializing? The best social interaction must be evenly matched, and there is no need to greet you.
With internal pressure, the best social interaction must be on each other, and there is no negative energy to bother you.
The meaning of social networking is to be knowledgeable. The strengths of scholars are to recognize themselves and increase fun. Some social circles are mainly for entertainment.
Game life has no sincerity, only comparison is left. Such a circle has weak arms and requires you to stay away.
The circles are different, so there is no need to force them together.
Some people think that drinking and playing cards is the meaning of life. Some people regard hard work as their future goal. Different people have different pursuits.
You don't have to be in a circle with different ambitions for the sake of face. You plan your own life by yourself, and no one can be responsible for others.
People have different hearts, so you don't have to travel together.
Some people make friends with a sincere heart, and some people wear masks to show affection.
Don't invite people from different paths into your life. If you don't know how to refuse, some people will only make trouble in your world.
Bring you countless troubles, smart people will not invite too many people into your life. Friends with heron, strangers, do not ask.
It is better to be alone than deliberately.
People who drink alcohol will only urge you to toast. People who play cards will only pull you to have fun, and different people will always have different influences on you. Some people just talk about it.
To be able to share joys but not to share sorrows, instead of participating in ineffective social interactions and wasting time and energy, it is better to cultivate yourself more deeply and make yourself more confident in being alone.
Good people have their own light.
Adults rely on their strength to speak in their social interactions. Smart people never go in circles, but spend time to expand themselves and become outstanding.
Will meet more like-minded people.
Take the initiative to please the circle, take pains, and be looked down upon by others. The circles attracted by oneself are evenly matched, no one dares to look down upon.
When a person brings his own light, there will always be someone fluorescent. -
2021-03-10
今天呢跟大家来讲一讲啊，如何一眼识别出高控盘的庄股。
一提到庄虎啊，很多人都把庄家神圣化了，对吧？特别崇拜庄家，想要跟庄赚钱。这个在二十年前我觉得是很流行的。因为那时庄户遍地嘛。
病例都是没有庄家，这个股票就没法炒了。
但是随着时代的改变啊，像现在这个大数据越来越发达了，监管越来越严了。如果想要去做庄股来说，风险的话会非常的大。首先呢庄股会非常的难操作。
第二的话，庄鼓的流动性也特别差。那么我给大家看几个庄鼓的图，大家感受一下怎么样能一眼能看出庄股。首先第一张图大家看啊。
这就是人工控股对吧？之前也暴雷了，你看其实他的k 线图做的非常的别扭，为什么说一眼就能看出呢？打开k 线图啊，一看就毛毛刺刺的。
对吧，k 线的话，上眼线下眼线都很长，而且非常多这样的k 线，这样的k 线组列成一排打一眼去，你不用多想，一定是高空盘了啊。
没有光盘的话，一般做不出这样的k 线来。
而且是这么多，对吧？一排接一排的组合，包括第二个大家可以看啊，第二这个股票是不是这个比第一个稍微好看一点，但是一样都是每根k 线的上影线下影线都特别长。
那么包括第三个k 线是不是都是同样的感觉，打一眼一看的话，毛毛色色的，一看就是高空盘了。这种股票的话，其实我觉得从k 线图上一眼就能看出来。
你看股东人数一般有些时候你像。
前段时间暴雷的这种人，东在高位的时候啊，一百接近两百亿的盘子，普通人数呢也就五千多人。所以你想啊这么高的盘子，这个筹码都在谁的手里啊？
其实最终的命运都是一样的，对吧？最终都是一字丁字板下来，像我们刚才看的第二张图，对吧？这个北训吧从最高二十八先跌到一块多。
几乎就快跌没了。所以现在操作来说，我建议大家远离庄股。啊，因为你想啊这个庄股的话一看一定是高控盘了，高控盘的话没有资金愿意介入的。你想啊这里面的资金一定是根深蒂固的。
而且的话跟着这个公司啊都有千丝万缕的联系，一个外来的资金怎么去介入呢？那第二的话，这些筹码你想啊他在手里待着，他想出。
他想出最终一定卖给谁呀？一定卖给散户。如果散户不多的话，他怎么能出就去呢？出不去的。所以最后你看很多砖，我都是一字电灯板砸下来，砸一排电灯板开始放量，对吧？因为这时候有些时候会有一些炒底资金。
以为这样捡个大便宜重拍一段时间，对吧？反弹一段时间，然后继续下跌。所以结局的命运都差不多相似。
那么另外的话，其实现在的庄武，我觉得哎做盘的手法太差了。现在这操盘手的手法确实差的要命，这种黑线图啊都是二十年前玩的。你看以前这个德隆系的三驾马车，对吧？当时。
呼风唤雨都这么玩，现在都什么年代了？做k 线图还能做出这种k 线图，让人一眼能看出来。我觉得这里操盘手其实是值得。
Today, I will tell you how to identify the stocks with high control at a glance.
When it comes to Zhuang Hu, many people consecrate the dealer, right? I especially admire the dealer and want to make money with the dealer. I think this was very popular twenty years ago. Because at that time there were many dealers.
In cases where there is no dealer, this stock cannot be sold.
But with the change of the times, big data like now has become more and more developed, and supervision has become more and more stringent. If you want to do Zhuang stock, the risk will be very big. First of all, Zhuang stock will be very difficult to operate.
Secondly, the liquidity of Zhuanggu is also particularly poor. So let me show you a few pictures of Zhuanggu, so you can see how Zhuanggu can be seen at a glance. First of all, let's see the first picture.
This is artificial holding, right? There was a thunderstorm before. You can see that his candlestick chart is very awkward. Why can you tell it at a glance? Open the candlestick chart and you can see glitches at a glance.
Right, in the case of candlesticks, the upper and lower lashes are very long, and there are a lot of these candlesticks, so you don’t need to think about it. You don’t need to think about it, it must be a high-altitude game.
Without an optical disc, such a k-line is generally not possible.
And there are so many, right? Row after row of combinations, including the second one, everyone can see. Second, is this stock a little better than the first one, but the same is that the upper and lower shadows of each bar are very long .
So, including the third candlestick, is it the same feeling? If you take a look at it, the fur is colored, and it's a high-altitude disk at a glance. For this kind of stock, I think it can be seen at a glance on the candlestick chart.
You see the number of shareholders is generally like you sometimes.
Some time ago, this kind of people who thundered, when Dong was in a high position, there were 100 or nearly 20 billion plates, and the average number was just over 5,000. So you think, with such a high plate, who is in the hands of this bargaining chip?
In fact, the final destiny is the same, right? In the end, it all came down with a T-shaped board, like the second picture we just saw, right? This Beixun bar dropped from the highest of twenty-eight to more than one block.
It almost fell. So for now, I suggest you stay away from Zhuanggu. Ah, because you think this Zhuang stock must be a high-control board. If there is no capital willing to intervene in the high-control board. You think the funds must be deeply ingrained.
Moreover, this company is inextricably linked. How can a foreign fund intervene? In the second case, you think these chips are in his hand, he thinks it out.
He figured out whom he must sell to in the end? It must be sold to retail investors. If there are not many retail investors, how can he just go out? Can't get out. So in the end you look at a lot of bricks. I smashed all the one-character light boards. I smashed a row of light boards and started to weigh more, right? Because at this time there will be some speculation funds sometimes.
I thought it would take a big bargain to remake it for a while, right? Rebound for a while, and then continue to fall. So the fate of the ending is almost similar.
In other words, in fact, the current Zhuang Wu, I think hey, the technique of making the market is too bad. Now this trader's tactics are really terribly poor. This kind of black line chart was played 20 years ago. Look at the troika of the Deron series before, right? then.
What age are you now playing like this? This kind of candlestick chart can also be made by making a candlestick chart, so that people can see it at a glance. I think the trader here is actually worth it. -
2021-03-09
很多人喜欢通过技术分析来炒短线，比如说看k 线形态量价指标、波浪理论趋势线头、肩顶头肩顶等等。啊，但是呢你见过几个做短线发大财的人呢。
几乎没有，而且呢在现在这个市场做短线只会死的更快。那为什么呢？这是因为啊首先短线根本无法预测，非要预测那就是投机，就是赌博。
必须通过几个季度甚至几年的长线考察，才能更好的判断大的方向。那其次呢你在做短线的时候啊，其实你的交易对手根本就不是人。
因为现在很多机构都在做量化投资，都是利用电脑程序来自动捕捉市场短线机会，自动做短线挣差价。就像围棋九段李世石根本下不过这样的人工智能一样。
那你觉得你可以玩得过人工智能吗？而且啊以后这种量化程序会越来越多。那些妄图靠炒短线赚快钱的投资者就成了这些人工智能的收割对象。
人工智能到最后就像灭霸一样，打一个响指，就把那些靠技术分析来炒短线的散户们统统灭掉，剩下机器互相厮杀。那靠技术炒短线不行。
那怎样才能赚钱呢？其实啊无论是欧美市场还是在我国的a 股，真正赚大钱的投资者，从来不炒短线，都是根据对未来几个季度甚至是几年的中长期机会的把握。
找到不断创造价值的好公司，第一位买入，然后等待公司不断成长发展来赚公司成长的钱，而不是市场波动的钱，这才是真正的高手。
所以啊只有靠研究公司基本面寻找低位买入的机会，并且长期持有才能在这个市场上活得长。
Many people like to speculate short-term through technical analysis, such as looking at the K-line pattern volume and price indicator, wave theory trend line head, shoulder top, head and shoulder top, and so on. Ah, but you have seen a few people who make short-term fortunes.
Almost none, and doing short-term in this market will only die faster. Why then? This is because, first of all, it is impossible to predict in the short term. If you have to predict, it is speculation and gambling.
It is necessary to pass several quarters or even years of long-term inspections to better judge the general direction. Secondly, when you are short-term, your counterparty is not human at all.
Because many institutions are now making quantitative investments, using computer programs to automatically capture short-term market opportunities, and automatically make short-term short-term profit margins. Just like Li Shishi can't play such an artificial intelligence at all.
Do you think you can play artificial intelligence? And there will be more and more quantification programs in the future. Those investors who wish to make quick money by speculating in short-term have become the targets of these artificial intelligences.
In the end, artificial intelligence is like Thanos. With a snap of your fingers, all the retail investors who rely on technical analysis to speculate on the short-term will be wiped out, leaving the machines to fight each other. That's not enough to rely on technology to speculate short-term.
So how can we make money? In fact, whether it is in the European and American markets or in my country's A-shares, investors who really make a lot of money never speculate in the short-term, based on their grasp of the medium and long-term opportunities in the next few quarters or even years.
Find a good company that continues to create value, buy it first, and then wait for the company to grow and develop to make money for company growth, not for market fluctuations, this is the real master.
Therefore, only by studying the company's fundamentals to find low buying opportunities and holding them for a long time can we live long in this market. -
2021-03-08
炒股要想吃肉，必须要学会三四五六三四五六是什么？三四五很关键。但是六最关键。
三、散户的持仓个股数量不要超过三只，很多人最容易犯的错误就是见一个爱一个犯花痴。别人说这个不错，嗯，我买点试试，听说那个是龙头啊。
我也买点试试，一不小心呢就买了十支八支甚至更多。他打开账户一看呢，绿油油的股票超市啊一眼都望不到头啊。
你有多少精力，三妻四妾还不够，你用吗？很多呀千万级别的大资金的持仓啊也都不超过三到五只。记住不要到处滥情。
最多呀可以三心二意啊，然后四对于技术上关键压力位的突破，多数都会出现在第四次。
这个根据数据统计啊，第三次突破的概率仅为百分之三十，而第四次冲击突破概率高达百分之八十。
俗话说呀事不过三，假如前三次突破都失败了，那么第四次突破就是成功率最高的一次，同样跌破支撑也是一样的道理。
如果说三重礼之后，又面临第四次的探底，那么这个底啊往往守不住第五五成仓位。千万别听那个某先生跟你说了，过了那条线。
你就给我满上破了那条线，你就马上清了。其实很多时候你会发现你认为的机会啊往往都是风险，你认为的。
风险呢往往都是机会啊，最后你的账户啊缩水速度比火箭还快，而半仓呢就能够相对可以做到进可攻。
退可守。最关键的来了就是六六十日均线。很多人会告诉你，做股票要顺势而为。那么这个势啊其实就是趋势。
那么怎么判断趋势呢？六十日均线就是一个最简单的趋势分水岭。当价格一直在六十日均线上方运行的时候，而且均线是在不断的向上发散。
那么就可以理解为这个就是上升趋势，就要重点关注。反之一直在六十日均线下方运行的个股，而且均线同时呢向下发散。
这个呢就叫下降趋势，就不要去关注，不要去抄底，这就是最简单的顺势而为。做好三四五六，让你不断。
If you want to eat meat in stocks, you must learn what three, four, five, six, three, four, five, six are? Three, four, five is critical. But six is the most critical.
Third, the number of individual stocks held by retail investors should not exceed three. The most common mistake many people make is to see a lover and a nympho. Others say this is good, um, I’ll buy some to try, and I heard that it’s a leader.
I also bought some for a try, and bought ten or even more by accident. When he opened his account, he couldn't even see the green stock market.
How much energy do you have, three wives and four concubines are not enough, do you use it? Many tens of millions of large funds have no more than three to five positions. Remember not to be sentimental everywhere.
At most, it can be half-hearted, and then most of the breakthroughs in key technical pressure points will occur in the fourth time.
According to statistics, the probability of the third breakthrough is only 30%, and the probability of the fourth breakthrough is as high as 80%.
As the saying goes, there are no more than three things. If the first three breakthroughs fail, then the fourth breakthrough is the one with the highest success rate. The same is true for breaking the support.
If it is said that after the triple ceremony, there is a fourth bottoming, then this bottom is often unable to hold the fifth to fifty percent position. Don't listen to that Mr. XX told you that he crossed that line.
You fill me up with the broken thread, and you will immediately clear it. In fact, many times you will find that the opportunities you think are often risks, what you think.
Risks are often opportunities. In the end, your account shrinks faster than the Rockets, and the half position can be relatively attackable.
Retreat can be defended. The most important thing is the 60-day moving average. Many people will tell you that you have to follow the trend when doing stocks. So this trend is actually a trend.
So how to judge the trend? The 60-day moving average is the simplest trend watershed. When the price has been running above the 60-day moving average, and the moving average is constantly diverging upwards.
Then it can be understood that this is an upward trend, and we must focus on it. On the contrary, stocks that have been running below the 60-day moving average, and the moving average diverges downward at the same time.
This is called a downward trend, so don't pay attention to it, don't go to the bottom, this is the easiest way to follow the trend. Do a good job of three, four, five, six, let you continue. -
2021-03-07
炒股，会买的是徒弟会卖的是高手，会空仓的才是高手。这话呢很多人都知道，但是其实在股市里边能做到的人呢很少。股市里呢投资者跟股票和基金的关系呢其实就两种。
一种呢是你已经挑到合适的股票啊，并且呢合拍，那么就长期拥有它。这就好比呢你已经挑到合适的老婆或者丈夫了。
长江水。那另一种呢，是你还在等待，你没有找到合适的合拍的伙伴，那么你可能需要等一等，对吧？那就是空仓。这呢就好比你可能还没有找到合适的男朋友或女朋友。
那你不能一直拥有吧，如果一直拥有好的出现了，不就很尴尬了嘛，所以空仓就很有必要。那么等待的时候我们做些什么呢？我觉得呢就是看看书啊或者做点别的事情呢。
你个人。
For stocks, the apprentices will buy the masters, and the short positions will be the masters. Many people know this, but there are actually very few people who can do it in the stock market. In the stock market, there are actually two relationships between investors and stocks and funds.
One is that you have picked the right stock and it is in good time, so you will own it for a long time. It's like you have picked a suitable wife or husband.
Yangtze River water. What about the other, you are still waiting, you have not found a suitable partner, then you may have to wait, right? That is the short position. It's like you might not find the right boyfriend or girlfriend yet.
Then you can't always own it. If you always have a good one, it will be embarrassing, so short positions are necessary. So what do we do while we wait? I think it's just reading a book or doing something else.
You personally.
-
2021-03-06
破解卡脖子难题，光科技自主研发有望实现新突破。昨天，清华大学工程物理系教授唐专项研究组发布了一项重大科研成果。这是一种新型粒子加速器光源稳态危机术。
能获得高功率、高重频窄带宽的相干辐射波长可覆盖从泰克斯到机子外扩段大功率的e u v 光源是e u v 光刻机的核心技术。
这项研究成果有望解决一直限制国产广告机制成技术突破的卡脖子难题。
光源一直都是光刻机技术升级的关键，国产光科机制成之所以还停留在九十纳米的水平，很重要的一个原因就是光源技术迟迟没有复工。
所以这个消息对芯片产业是重磅利好，做光刻机的企业更是直接受益。国内光刻机的龙头是谁呀？当然是上海微电子，它的九十纳米节点光刻机代表了国内光刻机最先进的水平。
并且公司二十八纳米节点光刻机预计在今年就会造出来光刻机市场多大，一台e u v 光刻机售价就超过一亿美元。现在全球都在闹芯片荒。
光刻机只要能造出来，就会被疯抢。上海微电子如果上市的话，那他现在估计已经涨停了，但是他没有上市怎么办呢？去挖掘他背后的股东。
这家公司持有上游电子百分之十以上的股份，在所有上市公司里最多，并且公司主要是做创投的，在芯片等高科技产业有丰富的资源。
和市场布局，近期市场调整刚好。
To solve the stuck neck problem, the independent research and development of Optical Technology is expected to achieve new breakthroughs. Yesterday, Tsinghua University's Department of Engineering Physics Professor Tang's research group released a major scientific research result. This is a new type of particle accelerator light source steady-state crisis technique.
A high-power, high-repetition frequency and narrow-bandwidth coherent radiation wavelength that can cover the high-power e u v light source from the tex to the external extension of the machine is the core technology of the e u v lithography machine.
This research result is expected to solve the stuck neck problem that has been restricting the technological breakthrough of domestic advertising machines.
The light source has always been the key to the upgrade of lithography machine technology. One of the important reasons why the domestic optical machine is still at the level of ninety nanometers is that the light source technology has not resumed work for a long time.
Therefore, this news is a huge boon for the chip industry, and companies that do lithography machines directly benefit. Who is the leader of the domestic lithography machine? Of course, Shanghai Microelectronics, its 90-nanometer node lithography machine represents the most advanced level of domestic lithography machine.
And the company's 28-nanometer node lithography machine is expected to be built this year. How big is the lithography machine market? An e u v lithography machine sells for more than 100 million US dollars. Now there is a chip shortage all over the world.
As long as the lithography machine can be built, it will be snatched wildly. If Shanghai Microelectronics goes public, it is estimated that he has already reached the daily limit, but what should he do if he is not listed? To dig out the shareholders behind him.
This company holds more than 10% of the shares in upstream electronics, the most among all listed companies, and the company is mainly engaged in venture capital, and has abundant resources in high-tech industries such as chips.
And the market layout, the recent market adjustment is just right. -
2021-03-04
未来的反击来了，今年刚开始特斯拉model y 大降价的事儿就闹得沸沸扬扬。三十三点九九万的起售价比同级别的未来e s 六三十五点八万元的起售价还要低。
未来被竞争打击，就这样看着特斯拉抢走自己的市场嘛，开玩笑。本周六未来会发布首款旗舰轿车，这款轿车将搭载未来最新的l 四级别自动驾驶技术，并且会配备一百五十千瓦时的电。
十足续航里程有望突破九百公里。在性能方面，玩月model 三特斯拉model y 降价打的未来措手不及，这次轮到未来出招了，很多人担心倒车新势力竞争不过特斯拉。
其实多虑了新能源汽车的发展才刚刚开始。目前新能源汽车销量占比也就百分之五，这是一个增量市场，远远没有到存量竞争阶段。
别看特斯拉和未来打得欢，其实真正被打击到的是传统燃油车，而真正受益的除了消费者，还有新能源车产业链。所以我们可以看到宁德时代。
还在持续新高，市值已经接近万亿，但是涨太多了，新能源车产业链里可不止一个。您的时代还有很多其他机会可以挖掘，有个机会。
未来已经告诉我们了，就是自动驾驶未来本周六发布的轿车将会搭载未来最新的l 四级别自动驾驶技术，这意味着自动驾驶技术已经开始向下渗透。
接下来将进入放量期，其中一家公司是未来自动驾驶技术的供应商，并且公司第一代车载终端产品已经开始量产是全球首个五g v 二x 量产项目。
随着自动驾驶技术普及，公司的成长空间将。
The counterattack in the future is coming. At the beginning of this year, the price of Tesla model y was greatly reduced. The starting price of 339,900 yuan is lower than the future e s of the same level of 635,800 yuan.
The future will be hit by competition, just watch Tesla take away its market like this, kidding. The first flagship sedan will be released this Saturday in the future. This sedan will be equipped with the latest four-level autopilot technology in the future and will be equipped with 150 kilowatt-hours of electricity.
The full cruising range is expected to exceed 900 kilometers. In terms of performance, the future of playing model three Tesla model y was caught off guard. This time it is the turn of the future to make a move. Many people worry that the new forces in reversing will not be able to compete with Tesla.
In fact, the development of new energy vehicles has just begun. At present, the sales of new energy vehicles account for only 5%. This is an incremental market that is far from the stage of stock competition.
Regardless of Tesla's happily playing with the future, it is the traditional fuel vehicles that are actually hit, and the new energy vehicle industry chain is the real beneficiary besides consumers. So we can see the Ningde era.
It is still continuing to new highs, and the market value is close to one trillion, but it has risen too much, and there is more than one in the new energy vehicle industry chain. There are many other opportunities to explore in your era, there is an opportunity.
The future has already told us that the auto-driving car released on Saturday will be equipped with the latest four-level autopilot technology in the future, which means that autopilot technology has begun to penetrate downward.
It will enter a period of heavy volume next. One of the companies is a supplier of future autonomous driving technology, and the company's first generation of in-vehicle terminal products has begun mass production, which is the world's first 5g v 2x mass production project.
With the popularization of autonomous driving technology, the company has room for growth. -
2021-03-03
聪明人三不及。
好，接下来就让我们共同走进这篇文章，去慢慢的品味其中的道理。
古语说，欲速则不达。
很多事情越是着急，越容易出错，反而更难做成事。
急不仅解决不了任何问题，还会拖垮心态。
好的。人生需要找准方向，一步一个脚印才能走得更远更顺。
聪明人三部集，首先呢是做人不急于求名。
一个人厉不厉害，出不出名，不是靠他自己来吹捧，而是靠大家的认可。人的名声，不是一朝一夕。
就能被认可的，而是要慢慢的为人津津乐道。
有句话说，有才不怕无名，名声是虚的，本事是实的。做人做事最忌讳的就是。
急于出名。
因为急于出名就会迷失方向，做什么都会失败，只有慢慢来，用真本领压身，得到的名气，才是真正令人敬佩的。
聪明人三不及。第二呢是做事不急于求利。
有句话说，天下熙熙皆为利来，天下攘攘皆为利往。
人人都爱丽，但做事太急功近利，反而会让事情变得更困难。
急功近利的人容易半途而废，不急功近利的人才能事半功倍。
在一万小时天才理论中有提到，若想成为某个领域的专家，至少需要付出一万个小时的努力。
那么一万个小时分解成一天八个小时，一周五天，那就是需要五年的时间坚持付出。
俗话说，心急吃不到热豆腐，急功近利是成就大事的绊脚石，不急功近利，认真做好每一件事情。
时间才会给予回馈。
聪明人三不及。第三呢是人生路不必着急。
现在的社会做什么都讲究快，但在这一过程中却丢失了很多东西。
快餐体会不到美食的幸福感。
快阅读。品尝不到书中的精华。
人的一生急就会错过美好，慢才能留住岁月。
取得一点小的成就就不满意。
就想尽各种办法去加速，让自己成功。
忘却了走好每一步。
着急的人很难体会到生命的乐趣。
饭要一口一口的吃，路要一步一步的走。
人只有踏踏实实，不慌不忙的走，才能走得更稳更远。
有句话说，生活不简单，尽量简单过。
人的一生急也就这么长，慢也就这么长，所以关键不在速度，而在质量。
急会让人忽略美好，丢掉快乐。
不是所有的事情都越快越好，有的时候慢慢来也是一种人生的智慧。
人的美妙不是在于终点，而是在于一路走来的风景。
人生不及又何须赶路。
慢慢看风景，细细品味人生。
起步每分。
There are three wise men.
Okay, let's walk into this article together to taste the truth slowly.
As the old saying goes, haste is not fast.
The more you worry about many things, the easier it is to make mistakes, but the harder it is to get things done.
Anxiety not only can't solve any problems, it can also bring down the mentality.
Ok. Life needs to find the right direction, one step at a time in order to go further and smoothly.
The trilogy of wise men, first of all, is not eager to be famous.
Whether a person is good or not famous is not to be praised by himself, but to be recognized by everyone. People's reputation is not overnight.
Can be recognized, but slowly talk about it.
There is a saying that talented people are not afraid of namelessness, reputation is imaginary, and ability is real. The most taboo thing about being a man and doing things is.
Anxious to be famous.
Because you are eager to be famous, you will lose your way, and you will fail when you do anything. Only when you take your time, use your true ability to press down, and gain fame, is truly admirable.
There are three wise men. The second thing is to do things without rushing for profit.
There is a saying that the prosperity of the world is for profit, and the hustle and bustle of the world is for profit.
Everyone loves Li, but doing things too fast for quick success will make things more difficult.
People who are eager for quick success will easily give up halfway, and those who are not eager for quick success can get twice the result with half the effort.
As mentioned in the 10,000-hour genius theory, it takes at least 10,000 hours of effort to become an expert in a certain field.
Then 10,000 hours are broken down into eight hours a day, five days a week, and it takes five years to make persistent efforts.
As the saying goes, if you can’t eat hot tofu if you are anxious, eager for quick success and quick benefits is a stumbling block to accomplishing great things.
Time will give feedback.
There are three wise men. The third thing is that there is no need to worry about the way of life.
Nowadays, society pays attention to everything fast, but a lot of things have been lost in the process.
Fast food can't experience the happiness of food.
Read it quickly. Can't taste the essence of the book.
One's life is anxious to miss the beauty, and only slow can keep the years.
Not satisfied with a little achievement.
Just think of every way to speed up and make yourself successful.
Forget about taking every step well.
It is difficult for anxious people to appreciate the joy of life.
You have to eat one bite at a time, and you have to walk step by step.
People can walk more steadily and farther only if they walk steadily and calmly.
There is a saying that life is not simple, try to live as simple as possible.
A person’s life is so long as anxious, and so long as it is slow, so the key is not speed, but quality.
Anxiety makes people ignore the beauty and lose happiness.
Not everything is as fast as possible, and sometimes it is a kind of wisdom in life to take it slowly.
The beauty of people lies not in the destination, but in the scenery along the way.
Why not hurry if life is too late.
Slowly look at the scenery and savor life carefully.
Start every minute. -
2021-03-02
军工大消息，刚刚军队装备条例正式发布，其中有句话全面聚焦备战打仗这种提法还是第一次国防军工的。
机会来了，前面分享的战斗机整机标底今天十厘米，强势封板没跟上的。接下来认真听了在最近的局部冲突中，有一个东西出现频率越来越高。
它就是无人机，比如纳卡冲突中，阿方就借助了无人机的空中打击能力，军用无人机以成本低，维护少，不需要飞行员等优势。在未来战争中会越来越重要。
所以军工板块无人机有大机会，我国的无人机起步较晚，二零一五年市场规模仅六十六亿元。不过近几年发展迅速，目前已经拥有了。
翼龙降龙无人侦察机，利剑无人战斗机。去年无人机市场规模达到三百五十九亿元，增长了四倍，年幅的增长率高达百分之五十二，并且预计到二零二五年将达到两千两百四十亿元，再增长五倍。
我们在过去那些市场表现好的方向，无论是光伏还是新能源车，都有一个特点，就是增长快。无人机同样具备这个特点，既符合未来战争的需要，同时订单持续增加。
所以接下来无人机里也可能走出像隆基股份、宁德时代这样的大牛，其中一家公司是国内无人机的龙头，军用无人机实力国内第一。并且。
是唯一同时具备整机和导弹研制能力的单位。随着无人机的需求持续释放，公司的成长空间将更加广阔。
In the military industry news, the military equipment regulations have just been officially released, and there is a saying that this is the first time for the national defense military industry to fully focus on preparing for war.
The opportunity came. The base of the fighter aircraft shared earlier was ten centimeters today, but the strong seal failed to keep up. Then I listened carefully. In the recent local conflicts, one thing appeared more and more frequently.
It is an unmanned aerial vehicle. For example, in the Naqqa conflict, the Arab side used the aerial strike capability of the unmanned aerial vehicle. Military unmanned aerial vehicles have the advantages of low cost, low maintenance and no need for pilots. It will become more and more important in future wars.
Therefore, there is a big opportunity for UAVs in the military industry. my country’s UAVs started late, and the market size in 2015 was only 6.6 billion yuan. However, it has developed rapidly in recent years, and it is now available.
Pterosaur Jianglong unmanned reconnaissance aircraft, sword unmanned fighter. Last year, the drone market reached 35.9 billion yuan, a four-fold increase, with an annual growth rate of 52%, and it is expected to reach 2224 billion by 2025. Yuan, five times more.
We have performed well in those markets in the past, whether it is photovoltaics or new energy vehicles, which have one characteristic, that is, rapid growth. UAVs also have this feature, which not only meets the needs of future wars, but also continues to increase orders.
Therefore, in the future, the drones may also come out of big cows such as Longji shares and Ningde era. One of the companies is the leader of domestic drones, and the strength of military drones is the first in China. and.
It is the only unit that has both complete aircraft and missile development capabilities. As the demand for drones continues to be released, the company's growth space will be broader. -
2021-03-01
周期还有机会吗？去年周期涨了一波，但是很明显不尽兴。最近很多人在问周期还有没有机会，今天告诉你。
周期主要看宏观经济，目前国内的宏观经济持续向好，工业生产全面回暖，预计二零二零年四季度g d p 同比增长百分之五点五。
是全球唯一保持正增长的大国。今年一季度因为基数低，所以增速会更快。g d p 同比增长超过百分之十，问题不大。
更有机构预测，同比增长百分之二十，经济快速增长将驱动周期品涨价。这在去年的煤炭、铝等周期品上已经有过表现。
加上疫苗投入市场，疫情得到控制后，国外经济也会复苏，这也会助推周期的行情。那么周期的机会要怎么把握？提到周期大家都会想到煤炭。
郑州煤电两个月涨了四倍，让人印象深刻。煤炭虽然需求很好，但是去年电煤价格已经被限制在了六百四十元每吨。
限价的问题会影响市场对煤炭板块的估值，所以很难再有大机会再说钢铁，这也是典型的周期行业。但是作为国际大宗商品的铁矿石。
涨价的趋势很难逆转，这就给钢铁行业带来了很大的成本压力，因此也难有行情。目前看比较有希望的就是有色。
国际铜价和铝价持续走强，铝价创出近两年的新高，而同价更是创出了二零一三年以来的新高。接下来全球经济金融复苏期以后。
铜铝价格可能再次走强，去年有色板块走出了华丰铝业，半个月接近翻倍。接下来这样的机会还会再次出现。其中一家公司是国内铝材的龙头。
凭借成本和技术优势持续获得超额利润，并且公司已经实现由传统加工向高端制造的升级。随着经济持续复苏。
公司成长空间有望进一步打开。
Is there still a chance for the cycle? Last year, the cycle rose by a wave, but it was obviously not full of happiness. Recently, many people are asking if there is any chance in the cycle, and I will tell you today.
The cycle mainly depends on the macro economy. At present, the domestic macro economy continues to improve, and industrial production is picking up in an all-round way. It is expected that g d p in the fourth quarter of 2020 will increase by 5.5% year-on-year.
It is the only major country in the world that maintains positive growth. Because of the low base in the first quarter of this year, the growth rate will be faster. g d p increased by more than 10% year-on-year, which is not a big problem.
More institutions predict that with a year-on-year growth of 20%, rapid economic growth will drive the price of cyclical products. This has already been demonstrated in cyclical products such as coal and aluminum last year.
Coupled with the introduction of vaccines on the market, after the epidemic is brought under control, foreign economies will also recover, which will also boost the cyclical market. So how to grasp the opportunity of the cycle? When it comes to cycles, everyone thinks of coal.
Zhengzhou Coal and Electricity has quadrupled in two months, which is impressive. Although the demand for coal is very good, the price of thermal coal has been limited to 640 yuan per ton last year.
The issue of price limit will affect the market's valuation of the coal sector, so it is difficult to have a big opportunity to talk about steel, which is also a typical cyclical industry. But iron ore is an international commodity.
The trend of price increases is difficult to reverse, which has brought a lot of cost pressure to the steel industry, so it is difficult to have a market. The one that looks promising at the moment is colored.
International copper and aluminum prices continued to strengthen, aluminum prices hit a new high in the past two years, and the same price hit a new high since 2013. After the period of global economic and financial recovery.
Copper and aluminum prices may strengthen again. Last year, the non-ferrous sector moved out of Huafeng Aluminum and nearly doubled in half a month. This opportunity will reappear in the future. One of the companies is the leading domestic aluminum company.
Relying on cost and technical advantages, it continues to obtain excess profits, and the company has realized the upgrade from traditional processing to high-end manufacturing. As the economy continues to recover.
The company's growth space is expected to be further opened up. -
2021-02-28
二零二一年到了，新年新气象，在这里首先祝大家抓大牛避雷坑账户长虹，万事大吉。关于今年行情的看法，目前机构普遍看好春季躁动。
那么具体会有哪些机会？接下来我会陆续给大家分享。所以一定要关注每年一号文都是关于农业的，历来农业板块也有春季行情的传统。
所以我们新年第一个视频就来聊农业。
目前农业最核心的话题就是粮食安全，不仅放到了首要位置，并且还反复强调这里面种业最近首次提到。
要坚决打好种业翻身仗。很多人觉得奇怪，我们杂交水稻产量那么高，怎么种业还要翻身？
那只是杂交水稻，从全球种子市场份额来看，前几位没有一家中国公司，像我们用的玉米种子很多都是belt。
而玉米在种子市场的份额又是最高的，达到百分之二十三。所以要打好种业的翻身仗，关键就在玉米种子。
并且经过近几年的供给侧改革，玉米种子库存处于低位。考虑到今年玉米种植效益明显提升以及生猪存栏恢复带来的饲用需求的回暖。
玉米种子需求将明显增加，供需的矛盾也将会推动玉米种子的行情。接下来的机会我们就要在玉米种子里找。
其中一家公司玉米种子国内领先，并且在玉米转基因技术方面储备丰富。在这场玉米种子的翻身账中转基因。
就是农业的关键核心技术随着应用的不断深入，公司有望直接受益。
2021 is here, and the new year is new. Here, first of all, I wish you all the best for catching the account of Daniu lightning pit Changhong. Regarding the views on the market this year, institutions are generally optimistic about the spring disturbance.
So what are the specific opportunities? Next, I will share with you one after another. Therefore, we must pay attention to the annual No. 1 document is about agriculture, and the agricultural sector has always had the tradition of spring market.
So we will talk about agriculture in the first video of the new year.
At present, the core topic of agriculture is food security, which not only puts it in the first place, but also repeatedly emphasizes that the seed industry has mentioned it for the first time recently.
We must resolutely fight the seed industry's turnaround. Many people find it strange that our hybrid rice output is so high, why the seed industry has to turn around?
That's just hybrid rice. From the perspective of the global seed market share, the top few do not have a Chinese company. Many of the corn seeds we use are belts.
And the share of corn in the seed market is the highest, reaching 23%. Therefore, the key to a good turnaround in the seed industry lies in corn seeds.
And after supply-side reforms in recent years, corn seed stocks are at a low level. Taking into account the significant increase in corn planting efficiency this year and the recovery of feed demand brought about by the restoration of pig stocks.
The demand for corn seeds will increase significantly, and the contradiction between supply and demand will also promote the market for corn seeds. We will look for the next opportunity in corn seeds.
One of the companies is the domestic leader in corn seeds and has abundant reserves of corn genetically modified technology. Genetically modified in this turning over of corn seeds.
It is the key core technology of agriculture, as the application continues to deepen, the company is expected to directly benefit. -
2021-02-27
新的一年还有哪些机会？今天来聊聊军工，前不久刚提出了确保二零二七年实现建军百年奋斗目标这全新百年目标。
这笔此前曾提出的在二零三五年实现国防和军队现代化时间节点进一步提前，而要实现这个目标，我们就需要加快武器装备现代化。
加快升级换代和智能化发展未来新型先进武器装备采购数量有望显著提升，相关军工产业链有望受益。具体有哪些呢？
军机就是其中之一。数量方面，目前我国军机数量是三千两百六十架，而美军是一万三千两百三十二架，是我们的四倍。结构方面，我军军机以二代机、三代机为主。
四代机歼二零仅列装了十九架，而美军已经拥有一百七十七架f 二十二和一百九十六架f 三十五，并且我们周边的日韩陆续采购f 三十五，使得我们在四代机竞争中逐渐失去优势。
因此接下来四代机的短板有望尽快补上，数量有可能明显增加，这就带来了歼二零产业链的机会。其中一家公司是国内唯一一家。
战斗机整机标的，并且航母上的舰载机也是公司提供。未来五年，随着空军和海军的发展，公司的成长空间将更加广。
What are the opportunities in the new year? Let’s talk about the military industry today. Not long ago, I just put forward the brand new century-old goal of ensuring the achievement of the century-old goal of building the army by 2027.
This previously proposed time point for the realization of national defense and military modernization in 2035 is further advanced. To achieve this goal, we need to accelerate the modernization of weapons and equipment.
Accelerate the upgrading and intelligent development of the future. The number of new advanced weapons and equipment purchases is expected to increase significantly, and the relevant military industry chain is expected to benefit. What are the specifics?
Military aircraft is one of them. In terms of quantity, the current number of my country's military aircraft is 3,260, while the number of US military aircraft is 13,232, which is four times ours. In terms of structure, our military's military aircraft are mainly second-generation and third-generation aircraft.
The fourth-generation J-20 has only 19 installed, while the US military already has 177 f 22 and 196 f 35, and our neighboring Japan and South Korea have successively purchased f 3 Fifteenth, we gradually lose our advantage in the competition of fourth-generation machines.
Therefore, the shortcomings of the next four generations of aircraft are expected to be made up as soon as possible, and the number may increase significantly, which brings opportunities for the J-20 industry chain. One of these companies is the only one in China.
The entire fighter aircraft is the standard, and the carrier-based aircraft on the aircraft carrier is also provided by the company. In the next five years, with the development of the Air Force and Navy, the company's growth space will be broader. -
2021-02-26
特斯拉要涨价了。最近，特斯拉中国高管表示，特斯拉国产化率目标已基本实现，未来继续降价可能性不大。如果未来原材料或零部件价格出现上涨。
特斯拉电动车也不是没有涨价，可能要知道这两年特斯拉降价，可是刹都刹不住。从去年十月到今年十月这一年时间里。
国产model 三一共经历了五次调价，以标准续航后驱升级版车型为例，其价格由最初的三十五点五八万元降到目前的二十四点九九万元。
降了近十一万，这次真的要涨价了吗？未必。尽管经历多次降价，特斯拉毛利率仍然很高。据测算，国产model 三的成本大概是十八点八七万元。
每台车利润是六点一二万元，毛利率百分之二十五。与同行相比，这已经很高了。比亚迪毛利率百分之二十左右，上期更低只有百分之十左右。
在model 三的成本中，电池成本占了百分之三十八，而动力电池价格下降是必然趋势。预计到二零二六年，动力电池市场平均价格。
将降到一百美元每千瓦时，特斯拉的电池成本只会更低，并且根据特斯拉自己的目标，到二零二五年，电池包成本有望从零点八一元每瓦时。
降低一半到零点三九元每瓦时，以入门级model 三为例，每台车的电池包成本将由四点五万元下降到二点一万元，降低一半以上。
按照这个计划，到时候特斯拉可能会比燃油车还便宜。马斯克自己都说大约三年内就能制造出价格两万五千美元的全自动驾驶汽车。
相当于人民币十六万元左右，不到二十万。而要实现这个目标，特斯拉的产销量还要再上一个台阶。面对明年开始的新能源车补贴退坡。
相比于涨价，特斯拉再一次降价的可能性反而更大一些。
Tesla is going to increase prices. Recently, Tesla China executives said that the goal of Tesla's localization rate has been basically achieved, and it is unlikely that prices will continue to be reduced in the future. If the price of raw materials or parts rises in the future.
Tesla electric cars are not without price increases. You may need to know that Tesla has cut prices in the past two years, but it hasn't stopped. From October last year to October this year.
The domestic model Sany has undergone five price adjustments. Taking the upgraded version of the standard battery life rear-drive model as an example, its price has dropped from the initial 355.8 million yuan to the current 249900 yuan.
It has dropped by nearly 110,000. Is the price really going to increase this time? not necessarily. Despite many price cuts, Tesla's gross profit margin is still high. According to calculations, the cost of the domestic model 3 is about 188,700 yuan.
The profit per vehicle is 61,200 yuan, and the gross profit margin is 25%. Compared with peers, this is already very high. BYD's gross profit margin was about 20%, which was only about 10% lower in the previous period.
In the cost of Model 3, battery costs accounted for 38%, and the decline in power battery prices is an inevitable trend. It is estimated that by 2026, the average market price of power batteries.
Will drop to one hundred dollars per kilowatt-hour, Tesla’s battery cost will only be lower, and according to Tesla’s own goals, by 2025, the battery pack cost is expected to be from 0.81 yuan per watt hour .
Reduce by half to 0.39 yuan per watt-hour. Taking the entry-level Model 3 as an example, the cost of battery packs per car will be reduced from 45,000 yuan to 210,000 yuan, which is more than half.
According to this plan, Tesla may be cheaper than gasoline vehicles. Musk himself said that in about three years, a fully self-driving car with a price of US$25,000 can be manufactured.
It is equivalent to about RMB 160,000, which is less than 200,000. To achieve this goal, Tesla's production and sales have to go to a higher level. Facing the decline in subsidies for new energy vehicles starting next year.
Compared to price increases, Tesla is more likely to cut prices again. -
2021-02-25
特斯拉超充工厂最新消息，位于上海临港新区的特斯拉超级充电桩工厂正在紧张施工中，设备安装已初具雏形，很快就要投产。
继新能源车之后，充电桩的机会也要来了。截至二季度，我国新能源车保有量是四百一十七万辆，而充电桩保有量仅有五十六万个。
车桩比七比一，充电桩严重不足，巨大的需求缺口也意味着广阔的市场前景。按照新能源车产业发展规划。
到二零二五年，我国新能源车渗透率要提高到百分之二十，现在只有百分之五，还有四倍的成长空间，这也将带来充电桩的快速增长。
按照目前一车一桩的政策目标，预计到二零三零年，我国充电桩的保有量将达到两千九百八十一万个，是现在的。
十八位。所以接下来充电桩将享受新能源车增长和配置比例提高的双重利好。新能源车里走出了比亚迪这样一年三倍的公司。
接下来，充电桩有望复制新能源车的表现，其中一家公司是国内充电桩的龙头企业，充电桩总量全国第一。
充电量在过去四年里增速高达百分之一百零五。特斯拉充电桩年产只有一万个，与目前三百万的需求缺口相比，几乎可以忽略。
而公司作为国内充电桩龙头会更加。
The latest news from Tesla's supercharger factory is that the Tesla Supercharger Pile Factory in Shanghai's Lingang New Area is under intense construction. The equipment installation has begun to take shape and will soon be put into operation.
Following the new energy vehicles, the opportunity for charging piles is also coming. As of the second quarter, the number of new energy vehicles in my country was 4.17 million, while the number of charging piles was only 560,000.
The vehicle pile ratio is seven to one, the charging pile is seriously insufficient, and the huge demand gap also means a broad market prospect. According to the new energy vehicle industry development plan.
By 2025, the penetration rate of new energy vehicles in my country will increase to 20%. Now it is only 5%. There is still four times the room for growth. This will also bring about the rapid growth of charging piles.
According to the current policy goal of one vehicle, one pile, it is estimated that by 2030, the number of charging piles in my country will reach 29.81 million, which is now.
Eighteen. Therefore, charging piles will enjoy the dual benefits of the growth of new energy vehicles and the increase in the allocation ratio. New energy vehicles are out of a company that triples in a year like BYD.
Next, charging piles are expected to replicate the performance of new energy vehicles. One of the companies is a leading domestic charging pile company, and the total number of charging piles is the first in the country.
The charging capacity has increased by 105% in the past four years. The annual output of Tesla charging piles is only 10,000, which is almost negligible compared with the current demand gap of 3 million.
As the leader of domestic charging piles, the company will be even more. -
2021-02-21
天宫空间站要来了，目前我国空间站建造任务已经全面开启，空间站试验核心舱和发射用的长征五号b 遥二火箭的研制工作已经完成。
明年春季将发射核心舱航天板块的机会来了，军工板块导弹需求催生了洪都航空半年三倍的航天。接下来空间站的建造需求带动下。
谁能成为航天板块的航空马上揭晓。我国一九九二年提出了载人航天三步走发展战略，第一步，发射载人飞船已经完成。
第二步，航天员出舱活动空间，飞行器交会对接发射空间实验室这步也已经完成，而现在正在进行的就是第三步建造。
空间站未来两年，我国将进行多达十一次的高密度发射，预计二零二二年前后完成空间站在轨建造计划。另外。
国际空间站已经出现多次漏气事故，很可能在二零二四年被迫退役，到那时候地球外太空可能就只有我国的空间站还在运行。
目前已经有来自十七个国家、二十三个实体的九个项目入选天宫空间站的工程，后续类似项目还将越来越多，这将进一步加速我国航天领域的发展。
所以一方面是近期我们建造空间站的巨大需求，另一方面是长期国际空间站退役转移过来的需求，两方面因素将持续推动。
航天使用，那么究竟有哪些公司会受益呢？其实负责空间站建设的基本上都是各大航天院所，比如明年春季即将发射的核心舱。
就是航天五院负责。值得关注的是，这些院所下属的上市公司，其中一家公司由航天五院控股，主要负责小卫星的制造，并。
且公司在卫星通信领域也有布局未来随着我国航天市场的快速发展，公司的成长空间将更加广阔。
The Tiangong space station is coming, and the construction of my country's space station has been fully launched. The development of the space station's test core module and the Long March 5b Yao-2 rocket for launch has been completed.
The opportunity to launch the core module aerospace sector next spring is here. The demand for missiles from the military sector has given birth to Hongdu Aviation’s three times as many aerospace in half a year. Next, the construction demand of the space station was driven.
Who can become the aerospace sector of aviation will be announced immediately. my country proposed a three-step development strategy for manned spaceflight in 1992. The first step is to launch a manned spacecraft.
The second step is for the astronauts to move out of the space, the rendezvous and docking of the aircraft and the launch of the space laboratory have also been completed, and the third step of construction is now underway.
In the next two years, my country will conduct as many as eleven high-density launches of the space station. It is expected that the space station orbit construction plan will be completed around 2022. In addition.
The International Space Station has experienced multiple air leaks and it is likely to be forced to decommission in 2024. By that time, only my country's space station may still be operating in outer space.
At present, nine projects from 17 countries and 23 entities have been selected for the Tiangong Space Station, and there will be more and more similar projects in the future, which will further accelerate the development of my country's aerospace field.
Therefore, on the one hand, there is the huge demand for our space station construction in the near future, and on the other hand, the demand transferred from the long-term international space station decommissioning. Both factors will continue to promote.
Aerospace use, so which companies will benefit? In fact, the major aerospace institutes are basically responsible for the construction of the space station, such as the core module that will be launched next spring.
It is the 5th Academy of Aerospace in charge. It is worth noting that one of the listed companies affiliated to these institutes is controlled by the Fifth Aerospace Academy and is mainly responsible for the manufacture of small satellites.
And the company also has a layout in the field of satellite communications. With the rapid development of my country's aerospace market in the future, the company's growth space will be broader. -
2021-02-19
光伏单晶炉配件也短缺了，由于下游光伏装机需求旺盛，之前就出现过光伏玻璃涨价短缺的情况。弗莱特一个月就涨了一倍。
现在单机蠦需求也起来了，这就导致碳碳热场材料。郭邦等单机蠦配件一统难求，探探日常材料的机会来了。那么接下来谁能成为探探热场材料里的弗莱特？
马上见效。
热场材料是单晶炉里必不可少的配件。我国在这方面起步较晚，在光伏行业发展前期，单晶拉制炉、多晶铸锭炉、热场系统部件材料。
主要采用国外进口的高纯、高强等净压石墨。
但是石墨热场系统成本高，不符合光伏行业降成本扩规模的发展方向，特别是在单晶炉拉直庐的容量从十六英寸至二十英寸热场。
快速发展到现在的二十六英寸和二十八英寸。热场后等降压什么的脆性已经在安全性方面不能适应大热场的使用要求，因此。
逐渐被碳基复合材料取代。
由于碳基复合材料的研发和制造技术壁垒高，目前市面上能够找到的做热场材料的公司并不多，其中一家就是在科创板上市的金箔股份。
本周已经涨了近百分之五十。
但是毕竟太高，公司的探探日产材料预计将于明年建成投产，新增年产六百五十吨碳碳热场材料，预计建产能是金箔的三倍。
并且价格比金帛便宜得多。随着光伏产业持续高速增长，公司的成长空间将更加光伏。
There is also a shortage of photovoltaic monocrystalline furnace accessories. Due to the strong demand for downstream photovoltaic installations, there has been a shortage of photovoltaic glass prices before. Fleet doubled in a month.
Now the demand for stand-alone machines is also rising, which leads to carbon-carbon hot-field materials. Guo Bang and other stand-alone parts are hard to find, and the opportunity to explore everyday materials is here. So who will become the Flett in Tantan Hot Field Materials?
Effective immediately.
The thermal field material is an indispensable accessory in the single crystal furnace. my country started late in this regard. In the early stage of the development of the photovoltaic industry, single crystal drawing furnaces, polycrystalline ingot casting furnaces, and thermal field system component materials.
Mainly use imported high-purity, high-strength, net pressure graphite.
However, the high cost of the graphite thermal field system is not in line with the development direction of the photovoltaic industry to reduce costs and expand the scale, especially in the single crystal furnace straightening room whose capacity is from 16 inches to 20 inches.
Rapid development to the current 26 inches and 28 inches. The brittleness of waiting for pressure reduction after the thermal field has been unable to meet the requirements of the use of large thermal fields in terms of safety, therefore.
Gradually replaced by carbon-based composite materials.
Due to the high technical barriers to the R&D and manufacturing of carbon-based composite materials, there are not many companies that can be found in the market to make thermal field materials. One of them is the gold foil shares listed on the Science and Technology Innovation Board.
It has risen by nearly 50% this week.
But after all, it is too high. The company's Tantan Nissan material is expected to be completed and put into production next year, with an additional annual output of 650 tons of carbon-carbon thermal field materials, which is expected to have a production capacity three times that of gold foil.
And the price is much cheaper than Jinbo. As the photovoltaic industry continues to grow rapidly, the company's growth space will be more photovoltaic.
