股典钟炒股机器人系统电脑版行业投资资讯动力电磁硅碳负极Stock Code Clock Stock Trading Robot System Computer Edition Industry Investment Information Power Electromagnetic Silicon Carbon Anode

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).

股典钟炒股机器人系统电脑版行业投资资讯：数控机床加工中心Stock Code Clock Stock Trading Robot System Computer Edition Industry Investment Information: CNC Machine Tool Processing Center

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.

股典钟炒股机器人系统电脑版行业投资资讯；苹果汽车配件Stock Dianzhong Stock Trading Robot System Computer Edition Industry Investment Information; Apple Auto Parts

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.

股典钟炒股机器人系统电脑版行业投资资讯：光伏逆变器Stock Code Clock Stock Trading Robot System Computer Edition Industry Investment Information: Photovoltaic Inverter

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.

股典钟炒股机器人系统电脑版行业投资资讯：光伏隐形支架Stock Dianzhong Stock Trading Robot System Computer Edition Industry Investment Information: Photovoltaic Invisible Bracket

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.

股典钟炒股机器人系统电脑版行业投资资讯：汽车无线充电技术Stock Dianzhong Stock Trading Robot System Computer Edition Industry Investment Information: Automotive Wireless Charging Technology

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.

股典钟炒股机器人系统电脑版行业投资资讯：半导体材料Art光刻胶Stock Code Clock Stock Trading Robot System Computer Edition Industry Investment Information: Semiconductor Material Art Photoresist

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.