股典钟炒股机器人系统电脑版行业投资资讯：风电装机Stock Dianzhong Stock Trading Robot System Computer Edition Industry Investment Information: Wind Power Installation

2021-01-31

周末提到的新能源今天大涨，并且还有利好，刚刚已经定下来了。到二零三零年风电装机总容量要达到十二亿千瓦。
现在是四点四亿千瓦，也就意味着还有两倍的成长空间，风电的机会来了，光伏的机会诞生了五倍。大牛隆基股份。
四倍大牛同为股份，这一次风电的机会会诞生谁呢？马上揭晓。目前风电装机容量是二点二亿千瓦，接下来五年。
风电每年新增装机容量预计将达到三十六g 邷，明显高于过去五年，而风电产业链包括上游的零部件，中游的风电整机和下游的风电运营。
按产业链来划分，上游的零部件机会最多，比如新强联第一波翻了两倍，第二波又翻了一倍，今天再停涨了二十厘米。
他就是作风力发电机主轴轴承上游零部件的公司。但是我告诉大家，还有一家公司成长赛道比新强联更优质。
咱们来看在风力发电机的价值成本中，轴承只占了百分之十二，价值占比并不高，而占比最高的其实是叶片。
占了风力发电机成本的百分之二十二，主营风电叶片的公司成长赛道自然远超过新强联公司是风电叶片龙头。
近期还收购了上博苑，进一步巩固了龙头地位，目前正在进行重大资产重组，逐步开拓海外市场。
The new energy mentioned at the weekend rose sharply today, and it is still good. It has just been set. The total installed wind power capacity will reach 1.2 billion kilowatts by 2030.
Now it is 440 million kilowatts, which means that there is still twice the room for growth, the opportunity for wind power has come, and the opportunity for photovoltaic power has been born five times. Daniu Longji shares.
Quadruple bulls are all shares. Who will be born this time? Announced immediately. The current installed capacity of wind power is 220 million kilowatts for the next five years.
The annual new installed capacity of wind power is expected to reach 36g, which is significantly higher than the past five years. The wind power industry chain includes upstream components, midstream wind power complete machines and downstream wind power operations.
According to the industry chain, the upstream parts have the most opportunities. For example, Xinqianglian doubled in the first wave, doubled in the second wave, and stopped by 20 centimeters today.
He is the company that makes the upstream parts of the main shaft bearing of the wind turbine. But I tell everyone that there is another company growth track that is better than Xinqianglian.
Let's look at the value cost of wind turbines, bearings accounted for only 12%, the value of the proportion is not high, and the highest proportion is actually the blade.
It accounts for 22% of the cost of wind turbines. The growth track of companies that are mainly engaged in wind power blades is naturally far more than that of Xinqianglian, which is the leader in wind power blades.
Recently, it has also acquired Shangboyuan, further consolidating its leading position, and is currently undergoing major asset restructuring to gradually expand overseas markets.

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

2021-01-30

回家公司第一波翻了十倍，周五又在停，直接十厘米，他就是利昂威。然而还有一家对标利昂威的公司，你知道吗？
而且他的成长赛道比利昂威更优质。
马上来揭晓半导体材料是半导体产业链的根基，而国内半导体材料发展才刚开始。与集成电路产业类似，我国半导体材料。
同样依赖进口，一九年我国半导体材料市场总量八十八点六亿美元，占全球市场总量的百分之十六点九。但与我国电子产业百分之四十以上的市场份额相比，半导体材料。
料的自给率较低，其中高端领域半导体材料的整体国产化率不到百分之十，而在半导体材料中，硅片占到总成本的百分之三十七。
可以说硅片是半导体材料最大的细分领域，利昂威主营的就是硅片，第一波翻了十倍，周五又是十厘米。
咱们上面说了，在硅片领域还有一家对标利昂威的公司，而且成长赛道比利昂威更优质。因为利昂威主营的是。
八寸硅片只能生产低端芯片，市场价值低，这必然不是趋势。而咱们说的这家公司，它的主营是十二寸硅片。
是生产高端芯片必备的市场价值高，这才是趋势。公司是国内硅片的龙头企业，产品毛利率常年保持在百分之二十以上。
三季度业绩增幅超过百分之一百八。
The first wave of the company went home tenfold, and it stopped again on Friday, directly ten centimeters, he is Leon Wei. However, there is another company that benchmarks Leonway, do you know?
And his growth track is better than Leonwei.
It will be announced that semiconductor materials are the foundation of the semiconductor industry chain, and the development of domestic semiconductor materials has just begun. Similar to the integrated circuit industry, my country's semiconductor materials.
Also dependent on imports, my country's semiconductor material market totaled 8.86 billion U.S. dollars in 19, accounting for 16.9% of the global market. But compared with the market share of more than 40% of my country's electronics industry, semiconductor materials.
The self-sufficiency rate of materials is relatively low. Among them, the overall localization rate of high-end semiconductor materials is less than 10%. Among semiconductor materials, silicon wafers account for 37% of the total cost.
It can be said that silicon wafers are the largest subdivision of semiconductor materials. Leonwei's main business is silicon wafers. The first wave has doubled ten times, and it is ten centimeters on Friday.
As we said above, there is another company that benchmarks Leonway in the silicon wafer field, and the growth track is better than Leonway. Because Leonwei's main business is.
Eight-inch silicon wafers can only produce low-end chips and have low market value. This is definitely not a trend. The company we are talking about, its main business is 12-inch silicon wafers.
It is the high market value necessary to produce high-end chips, and this is the trend. The company is a leading domestic silicon wafer company, and its product gross profit margin has been maintained at more than 20% throughout the year.
The growth rate in the third quarter was over 180%.

股典钟炒股机器人系统电脑版行业投资资讯：hjt电池片Stock Code Clock Stock Trading Robot System Computer Edition Industry Investment Information: hjt battery

2021-01-29

一度电一毛钱你敢信吗？最近中东的一个光伏项目就做到了上网电价创出了一点三五美分每千瓦时的信息，这在经济性上对传统能源有绝对的优势。
光伏板块能不涨吗？迈威股份涨了百分之二十，家伟新能中来股份周四也都涨，平均下周谁能继续接力呢？h g t 电池片。
这是未来能接替p r c 的下一代电池片。目前p e r c 电池已经进入了瓶颈期，想要进一步降低成本，难度很大。
但是h g d 电池凭借无主栅技术，可以把成本降到比p r c 电池更低。并且h g d 电池光电转换效率比p r c 电池更高。
寿命也更长，所以在综合性价比后，h d d 电池成本未来将比p r c 低百分之六十二。要实现一度电一毛钱的目标。
靠p r c 电池肯定不行。所以h g d 电池才是未来做h d 电池设备的。麦维股份已经先启动了，下周。
g g d 电池行情就要来了。公司是国内首家实现h g d 电池量产的企业，接下来有望。
Do you dare to believe it once a dime of electricity? Recently, a photovoltaic project in the Middle East achieved a feed-in tariff of 1.35 cents per kilowatt hour, which has an absolute advantage over traditional energy sources in terms of economics.
Can the photovoltaic sector not rise? Maiwei shares rose by 20%, and Jiawei Xinnengzhonglai shares also rose on Thursday. On average, who can continue to relay next week? h g t battery slice.
This is the next generation cell that can replace p r c in the future. At present, pe r c batteries have entered a bottleneck period, and it is very difficult to further reduce costs.
However, the h g d battery can reduce the cost to lower than the p r c battery by virtue of the busbarless technology. And the photoelectric conversion efficiency of h g d battery is higher than that of p r c battery.
The lifespan is also longer, so after comprehensive cost performance, the cost of hd d batteries will be 62% lower than p r c in the future. To achieve the goal of one dime per kilowatt hour of electricity.
Relying on p r c batteries will definitely not work. Therefore, the h g d battery is the future of the hd battery equipment. Maiwei shares have been launched first, next week.
g g d The battery market is coming soon. The company is the first domestic enterprise to achieve mass production of h g d batteries, and it is expected to follow.

股典钟炒股机器人系统电脑版行业投资资讯：新能源固态电磁Stock Dianzhong Stock Trading Robot System Computer Edition Industry Investment Information: New Energy Solid State Battery

2021-01-28

新能源车的行情又来了。最新消息，今年新能源车产销量将达到一百三十万辆，远超年初预测水平。新能源车炒作已经不是第一次了，此前比亚迪涨了三倍。
天赐材料涨了三倍，此次新能源车产销超预期，大利好来了，接下来会吵谁，谁能接力。比亚迪和天赐材料，我来告诉你。
固态电池。
固态电池能将电动汽车的续航里程提高百分之八十，而且充满百分之八十只需要十五分钟。它拥有超高的能量密度，体积能量密度超过每升一千瓦时。
是特斯拉model 三电池的四倍。
而随着新能源车渗透率提升，全球动力电池装机容量仍将保持高速增长，预计到二零二五年将达到七百六十四g 邷年复合增长率。
高达百分之四十大的市场孕育大机会。在美股上市的q s 公司，同样是做固态电池，股价半个月已经翻了五倍了。
自然国内固态电池题材下周将随时启动，公司与q s 公司一样，都有大众座靠山，很快就要进入固态电池的技术导入。
而且已经研发出能量密度超过八百瓦时，每升的全固态电池。在国内固态电池领域，这直接实现了弯道超车。
The market for new energy vehicles is here again. The latest news is that the production and sales of new energy vehicles will reach 1.3 million this year, far exceeding the level predicted at the beginning of the year. This is not the first time that new energy vehicles have been hyped up. BYD has tripled before.
Tianci Materials has tripled. This time the production and sales of new energy vehicles have exceeded expectations. The big news is coming. Who will be noisy next? Who can relay. BYD and Godsend materials, let me tell you.
Solid state battery.
Solid-state batteries can increase the range of electric vehicles by 80%, and it takes only 15 minutes to charge 80%. It has an ultra-high energy density, with a volumetric energy density exceeding one kilowatt hour per liter.
It is four times that of the Tesla model three battery.
With the increase in the penetration rate of new energy vehicles, the global installed capacity of power batteries will continue to maintain rapid growth, and is expected to reach a compound annual growth rate of 764g by 2025.
As much as 40% of the market gives birth to big opportunities. The q s company, which is listed on the US stock market, also makes solid-state batteries, and its stock price has doubled five times in half a month.
Naturally, the domestic solid-state battery theme will be launched at any time next week. The company, like the qs company, has a public backing, and will soon enter the technology of solid-state batteries.
Moreover, an all-solid-state battery with an energy density of over 800 watt-hours per liter has been developed. In the field of domestic solid-state batteries, this has directly achieved overtaking in corners.

股典钟炒股机器人系统电脑版行业投资资讯：光伏电磁新机遇Industry Investment Information: New Opportunities for Photovoltaic Electromagnetism

2021-01-27

光伏又回来了，今天价位新能中来股份都是百分之二十，怎么回事？在今天的光伏行业年度大会上传递出一个重要信息。
未来五年，光伏发电需求将远高于过去五年。要进一步调动光伏企业的积极性，这个进一步调动想来是不是意味着光伏补贴可能会超预期呢？
这么一想，光伏又有了上涨的理由。不过这次光伏的行情有点不一样。上一波的光伏玻璃这次没怎么涨，而之前不温不火的。
光伏设备已经创了新高。迈威股份最近两个月股价翻倍，为什么？因为h g t 易智捷电池设备h g t 是什么？
我们之前讲过p e r c 电池片，这是目前效益最好的电池片。而h g t 被认为是在未来将接替p r c 的下一代电池片。
h d 设备市场预计在今后五年将迎来大爆发，所以这次光伏的行情背后，其实是技术升级的逻辑。
公司是p e r c 电池激光开槽设备龙头，目前已经开始布局h g d 设备，并且股价比卖为便宜一半，接下来有望。
Photovoltaic is back again. Today, the price of Xinnengzhonglai shares is 20%. What's going on? An important message was delivered at today's annual conference of the photovoltaic industry.
In the next five years, the demand for photovoltaic power generation will be much higher than in the past five years. To further mobilize the enthusiasm of photovoltaic companies, does this further mobilization mean that photovoltaic subsidies may exceed expectations?
Thinking about it this way, PV has a reason to rise again. However, the market for photovoltaics is a bit different this time. The last wave of photovoltaic glass did not rise much this time, and it was lukewarm before.
Photovoltaic equipment has reached a new high. The stock price of Maiwei shares has doubled in the past two months. Why? Because h g t What is h g t?
We have talked about p e r c cell before, which is currently the most effective cell. And h g t is considered to be the next generation cell that will replace p r c in the future.
The h d equipment market is expected to usher in a major explosion in the next five years, so behind the PV market this time is actually the logic of technological upgrading.
The company is the leader in laser slotting equipment for p e r c batteries. It has already begun to deploy h g d equipment, and the stock price is half cheaper than the selling price.

股典钟炒股机器人系统电脑版行业投资资讯：动力煤Stock Code Clock Stock Trading Robot System Computer Edition Industry Investment Information: Thermal Coal

2021-01-26

动力煤又涨价了，主力合约价格突破二零一七年创下的历史高点，收盘在七百二十七点八元每吨，从四月份的低点到今天收盘已经涨了百分之五十。
收益杜丽美涨价，郑州煤电开盘八分钟封住涨停，一个多月来涨幅达到百分之一百四十七，煤价上涨真的停不下来，内部有环保限产和进口没收紧。
供应跟不上，外部有冷冻带来的采暖需求和经济复苏的周期性影响，需求旺盛。接下来煤炭板块的机会仍然值得关注。从煤炭产业来看，郑州煤电其实还不是最受益的。
它的产量不高，去年只有七百二十一万吨，并且它的销售费用、管理费用、财务费用三费合计占到营收百分之二十二，经营效率低下。所以即使东林美涨价，也没能阻止公司继续亏损。
第三季度还亏了五千多万，不过煤炭行业的机会是确定的，接下来选对公司就很重要了，等所有人都反应过来，那些真正有价值的公司估计也都飞起来了。
公司去年动力煤产量九千一百四十五万吨，是郑州煤电的十三倍。郑州煤电在前面打出了空间。这家公司也就有了参考，在高达近五倍的估值差距下。
市场。
The price of thermal coal has risen again. The main contract price broke through the historical high set in 2017 and closed at 7278 yuan per ton, which has risen by percent from the low point in April to today’s close. fifty.
Revenue Du Limei raised prices. Zhengzhou Coal and Electricity closed the daily limit for eight minutes after the opening. The increase has reached 147% in more than a month. The rise in coal prices really cannot be stopped. There are environmental protection restrictions on production and import confiscations.
Supply can't keep up. There is a cyclical impact of external heating demand and economic recovery caused by freezing, and demand is strong. The next opportunity in the coal sector is still worthy of attention. From the perspective of the coal industry, Zhengzhou Coal Power is actually not the most beneficial.
Its output is not high. Last year it was only 7.21 million tons, and its sales expenses, management expenses, and financial expenses accounted for 22% of its revenue, and its operating efficiency was low. Therefore, even if Donglinmei increased its price, it failed to prevent the company from continuing to lose money.
In the third quarter, there was a loss of more than 50 million yuan, but the opportunities in the coal industry are certain. The next choice of the company is very important. When everyone reacts, it is estimated that those companies that are truly valuable will also fly.
The company's thermal coal output last year was 91.45 million tons, which was 13 times that of Zhengzhou Coal and Electricity. Zhengzhou Coal and Electricity has made room in front. This company also has a reference, with a valuation gap of nearly five times.
market.

股典钟炒股机器人系统电脑版行业投资资讯：非洲机遇非洲自贸区Africa Opportunity Africa Free Trade Area

2021-01-25

非洲自贸区将在明年一月一日正式启动，一个涵盖超过十二亿人口的大市场，正在形成自贸区最大的作用就是解决非洲内部的贸易障碍，促进货物流通，提高经济效率。
从我们的经验来看，非洲经济未来可能会有很大的改观，这对在非洲的中国企业是一次大机遇，市场空间可能不亚于上海自贸区和海南自贸港。
说起非洲的中国企业，就不得不提非洲手机之王传音控股。先来看个数据，去年传音手机出货量达到一点三七亿部，在全球手机市场占有率百分之八点一。
排名第四位，这样的成绩大部分都是非洲市场贡献传音在整个非洲的市场占有率高达百分之五十二点五。为什么在竞争激烈的手机市场，传音能够有近乎垄断的竞争优势？
传音手机成为非洲之王，不是偶然，因为他真的关心非洲朋友在非洲手机充电是最大难题。传音便推出了拥有超长续航的手机。
非洲的运营商众多，经常跨网被扣费，传音便推出了双卡双待甚至双卡四代手机。此外，现在很多智能手机的美颜功能，非洲朋友因肤色原因。
根本没法用传音通过技术优化推出了满足非洲用户的美颜手机。传音关心非洲朋友，非洲巨大的市场也成就了传音，让他从名不见经传的小厂。
摇身一变成了非洲手机巨头。现在非洲自贸区的行程有望帮助传音再一次腾飞。传音股价从最低四十一块涨到一百五十五块。
涨幅已经超过百分之两百。从川音的案例，我们可以看到非洲市场的潜力有多么巨大。川音股价已经高了，其他在非洲市场有深入布局的公司。
当然也有机会，当年的上海自贸区陆家嘴走出了五连板，一个月涨了百分之一百五。相信这次非洲自贸区也会走出像陆家嘴一样的牛股。
The African Free Trade Area will be officially launched on January 1st next year. A large market covering more than 1.2 billion people is forming. The biggest role of the Free Trade Area is to resolve trade barriers within Africa, promote the flow of goods, and improve economic efficiency.
From our experience, the African economy may see a great improvement in the future. This is a big opportunity for Chinese companies in Africa, and the market space may not be inferior to the Shanghai Free Trade Zone and Hainan Free Trade Port.
Speaking of Chinese companies in Africa, we have to mention Transsion Holdings, the king of mobile phones in Africa. Let’s first look at the data. Last year, Transsion’s mobile phone shipments reached 137 million units, accounting for 8.1% of the global mobile phone market.
Ranked fourth, most of these achievements are contributed by the African market. Transsion’s market share in Africa is as high as 52.5%. Why can TRANSSION have a near-monopoly competitive advantage in the highly competitive mobile phone market?
It is not accidental that Transsion Mobile has become the king of Africa, because he really cares about the biggest problem of African friends charging mobile phones in Africa. Transsion launched a mobile phone with a long battery life.
There are many operators in Africa, and they are often charged for cross-networking. Transsion has launched dual-card dual-standby or even dual-card four-generation mobile phones. In addition, the beauty features of many smart phones nowadays, African friends due to skin color.
It is impossible to use Transsion to optimize the technology to launch a beauty phone that satisfies African users. TRANSSION cares about African friends, and the huge African market has also made Transsion into a small factory that has never been known.
It turned into an African mobile phone giant. Now the itinerary of the African Free Trade Zone is expected to help Transsion take off again. Transsion’s stock price rose from a minimum of 41 yuan to 155 yuan.
The increase has exceeded 200%. From the case of Chuanyin, we can see how huge the potential of the African market is. Chuanyin's stock price is already high, and other companies with in-depth deployment in the African market.
Of course, there is also a chance. Lujiazui, the Shanghai Free Trade Zone that year, went out of the five-link board, and rose by 150% in a month. I believe that this time the African Free Trade Zone will also emerge from bull stocks like Lujiazui.

股典钟炒股机器人系统电脑版行业投资资讯：虚拟现实Virtual Reality

2021-01-24

虚拟现实产业要有大动作了。北京将成立百亿级虚拟现实产业基金，推动产业的发展。虚拟现实有可能成为集成电路产业基金后又一个新的风口。
随着技术的不断进步，尤其是人工智能和五g 的发展，虚拟现实v r 拓展了更多应用场景。目前已经在很多行业应用，比如远程手术。
游戏教育培训等v r 加成为发展趋势。目前我国虚拟现实市场规模是五百亿元，预计到二零二三年将达到四千三百亿元。
从五百亿到四千三百亿，这就是八倍的市场空间。再加上产业基金的支持，未来一定会有不错的表现。集成电路产业基金投资的公司曾经都走出了长牛的行情。
长电科技北方华创汇顶科技两年都涨了四倍多，相信这次虚拟现实产业也会走出一批大牛股。公司把v r 技术应用到。
培训领域有效提高了培训效率，并且打破了固有区位、场地及时间的限制，形成了公司独特的。
The virtual reality industry is about to make big moves. Beijing will set up a tens of billions of virtual reality industry funds to promote the development of the industry. Virtual reality may become another new outlet after IC industry funds.
With the continuous advancement of technology, especially the development of artificial intelligence and 5G, virtual reality VR has expanded more application scenarios. It has been applied in many industries, such as remote surgery.
VR additions such as game education and training have become a development trend. The current scale of my country's virtual reality market is 50 billion yuan, and it is expected to reach 430 billion yuan by 2023.
From 50 billion to 430 billion, this is eight times the market space. Coupled with the support of industry funds, there will be good performance in the future. Companies invested by the IC Industry Fund have all gone out of the market.
Changjiang Electronics Technology North Huachuang Huiding Technology has risen more than four times in two years. It is believed that this time the virtual reality industry will also emerge a group of big bull stocks. The company applies VR technology to.
The training field effectively improves training efficiency and breaks the inherent location, venue and time constraints, forming a unique company.

股典钟炒股机器人系统电脑版行业投资资讯：行业投资资讯：车联网Industry Investment Information: Internet of Vehicles

2021-01-23

新能源车的行情随着特斯拉未来等的调整彻底熄火了。新能源车以后机会在哪里？我认为在车联网领域，前几天，美国联邦通讯委员会正式决定把五点九级合资频段划拨给c v x。
这意味着，由我国主推的c b x 将成为全球唯一的车联网国际标准。根据智能网联汽车技术路线图，二点零到二零二五年。
c v 二x 终端的新车装备率要达到百分之五十，到二零三零年基本普及。
市场空间有多大呢？去年我国汽车总销量是两千五百七十六万辆，仅就车载设备单车价值一千元，带来的就是两百五十八亿的新增市场。
并且现在c v x 成了国际通用标准，再考虑到国外的需求，市场就更大了。v x 产业链包括了通信芯片、通信模组。
终端设备以及相关应用软件的开发。国内企业在这个领域已经有了先发优势，并且建立起了足够高的科技壁垒。相信在未来的竞争中会脱颖而出。
公司是无线通信模组的龙头企业，车载业务在国内外都有完善的布局，并且考虑到车联网对通信模组需求的确定性最强。
落地也最早，它有可能是车联网领域最先被资金关注的行情随时可能爆发。
The market for new energy vehicles has completely stalled with Tesla's future adjustments. Where are the opportunities for new energy vehicles in the future? I think in the field of car networking, a few days ago, the Federal Communications Commission of the United States formally decided to allocate 5.9 joint venture frequency bands to c v x.
This means that the c b x promoted by my country will become the only international standard for Internet of Vehicles in the world. According to the technology roadmap of intelligent connected vehicles, from 2:00 to 2025.
The new car equipment rate of c v two x terminal must reach 50%, and it will be basically popularized by 2030.
How big is the market space? Last year, the total sales of automobiles in my country was 25.76 million, and the value of a single vehicle for on-board equipment alone was one thousand yuan, which brought a new market of 25.8 billion yuan.
And now c v x has become an international standard, and considering foreign demand, the market is even bigger. The v x industry chain includes communication chips and communication modules.
Development of terminal equipment and related application software. Domestic companies have already had first-mover advantages in this field and have established sufficiently high technological barriers. I believe it will stand out in the future competition.
The company is a leading enterprise in wireless communication modules, and its in-vehicle business has a comprehensive layout at home and abroad, and considering that the Internet of Vehicles has the strongest demand for communication modules.
It is also the earliest to land, and it may be the first market to be paid attention to by funds in the field of car networking, which may explode at any time.