个人理念：创新、超越、品牌、责任
创 新：不断创新，做行业较好、较优的产品，服务于社会
超 越：超越梦想，超越自己，向更远更好的目标不断努力
品 牌：重视品牌、实施品牌战略，做行业佼佼者
责 任：为社会、为顾客、为用户提供较优服务
客户**：尊重客户，尊重他人，微笑服务
团队合作：共享共担，平凡人做非凡事，共享成功快乐，共担困难责任
拥抱变化：迎接变化，勇于创新，理性对待，充分沟通，诚意配合
诚 信：诚实正直，言出必践，诚实正直，言行一致
激 情：乐观向上，永不言弃，不断自我激励，努力提升业绩
敬 业：专业执着，精益求精，持续学习，不断完善-
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.
