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2021-02-04
半导体材料大突破,刚刚南大光电宣布其自主研发的a r f 光刻胶,通过验证成为第一支国产a r f 光刻胶。
这意味着二十八纳米工艺的国产线已经万事俱备,马上就要实现了半导体产业的机会来了。那么接下来谁会是半岛底新龙头呢?
接着往下听,光刻胶是半导体光刻工艺的核心材料,主要用于芯片生产流程的前道光刻过程中,它的性能决定了半导体图形工艺的精密程度和。
和良率因此是芯片国产化的关键环节。目前我国光合胶的市场份额全球第一,占比高达百分之三十二。
但是这么大的市场却基本上被海外垄断,国产化率仅有百分之一点六。高端的a i f 光刻胶更是完全依赖进口。此次南大光电突破投产的一百九十三纳米a f 光刻胶。
可以用于生产二十八纳米到七纳米的制成工艺,这是我国在高精尖的半导体制造核心材料的重大突破。有多重大。
咱们可以看一下全球广告胶市场份额中,半导体广告胶占了百分之二十四,而我国半导体广告胶只占了百分之一点六。随着半导体材料不断国产化。
从百分之一点六到百分之二十四,这就是十五倍的增长空间。
所以在光合交领域能够实现国产替代的公司,将在本文行情中享受到大红利。但是毕竟南大光电前面已经有超过六倍的涨幅了。
很高了,别着急,除了南大光电,还有两家公司同样做a i 和光刻胶,其中一家公司是半导体材料龙头,国内市场占有率第一。
主攻k r f 和干法a r f 光合胶目前已经投产,并且已经向中芯国际长江存储、长电科技等国内外半导体大涨过波。
接下来随时可能起飞。
A major breakthrough in semiconductor materials, Nanda Optoelectronics just announced that its self-developed a r f photoresist has passed verification and become the first domestic a r f photoresist.
This means that the domestically produced line of 28-nanometer technology is ready, and an opportunity for the semiconductor industry will soon be realized. So who will be the new leader at the bottom of the peninsula next?
Next, let’s listen. Photoresist is the core material of semiconductor lithography process. It is mainly used in the pre-lithography process of chip production process. Its performance determines the precision and precision of semiconductor patterning process.
And yield is therefore a key link in the localization of chips. At present, my country's photosynthetic glue has the largest market share in the world, accounting for 32%.
But such a large market is basically monopolized overseas, and the localization rate is only 1.6%. High-end a i f photoresist is completely dependent on imports. This time, Nanda Optoelectronics broke through the 193nm a f photoresist put into production.
It can be used to produce manufacturing processes from 28 nanometers to seven nanometers. This is a major breakthrough in my country's high-precision semiconductor manufacturing core materials. How significant.
Let’s take a look at the global market share of advertising adhesives. Semiconductor advertising adhesives account for 24%, while my country’s semiconductor advertising adhesives account for only 1.6%. With the continuous localization of semiconductor materials.
From 1.6% to 24%, this is 15 times the room for growth.
Therefore, companies that can achieve domestic substitution in the field of photosynthesis will enjoy big dividends in this article. But after all, Nanda Optoelectronics has already increased by more than six times.
It's very high, don't worry. In addition to Nanda Optoelectronics, there are two companies that also do ai and photoresist. One of them is the leader in semiconductor materials and has the largest domestic market share.
The main attack k r f and dry process a r f photosynthetic glue has been put into production, and it has surged to domestic and foreign semiconductors such as SMIC Yangtze River Storage and Changjiang Electronics Technology.
It may take off at any time.
2021-02-03
每天早上股票九点十五分集合竞价之前就能提前预测大盘高开低开。
甚至高开低开的幅度都能精准预测成功率高达百分之九十九以上。
高手是如何提前预测?
大盘高开低开的呢方法非常简单。
您仅需在股票软件上查看一下富士a 五零气质连续的走势。
负十a 五零七指又叫做新华负十五零指数。
成分股由a 股是指最大的五十家上市公司组成。
其总市值占a 股总市值的百分之三十三左右。
富士a 五零七指与咱们的大盘上证指数走势高度相关。
但是交易时间有很大区别。
负十五零七指。
上午九点开始交易,下午四点半交易结束。
然后五点钟继续开始交易,知道。
晚上夜里凌晨。
五点十五分全天交易才结束。
也就是说。
a 五零七指连续。
基本上是二十四小时不间断的全天交易。
而上证指数呢?
早上九点半才开盘,下午三点交易结束。
全天交易仅有四个小时。
这就为投资者提供了提前预测大盘指数涨跌的依据。
比如说晚上十点。
上证指数早就已经停止了交易,而富士a 五零七指连续在国际市场上。
仍然在继续交易。
此时你看到富士a 五零起止连续。
叫上证指数。
下午三点收盘之后又大幅上涨了百分之一左右。
此时你预测。
明天大盘早盘可能要大幅高开。
你预测的成功率将高达至少百分之七十以上。
如果是早上。
九点十分左右。
你看到富士a 五零气质连续。
较昨日上证指数三点收盘之后下跌了百分之一点五。
此时你预测今天。
上证指数将有可能低开百分之一点五左右。
此时你预测的准确率将高达百分之九十九点九。
Every morning, the stock market can be predicted to open high and open low before the call auction at 9:15.
Even the range of opening high and opening low can accurately predict the success rate of over 99%.
How do experts predict in advance?
The method of opening high and opening low is very simple.
You only need to check the continuous trend of Fuji a 50 temperament on the stock software.
The minus ten a five zero seven refers to the Xinhua minus fifteen zero index.
The constituent stocks consist of a-shares, which refer to the largest fifty listed companies.
Its total market value accounts for about 33% of the total market value of a-shares.
The Fuji a 507 index is highly correlated with the trend of the Shanghai Composite Index.
But the transaction time is very different.
Negative fifteen and seven fingers.
Trading starts at 9 AM and ends at 4:30 PM.
Then continue trading at five o'clock, know.
Early in the evening at night.
The whole day trading ended at 5:15.
In other words.
a Five and seven means continuous.
Basically, it is 24 hours a day without interruption.
What about the Shanghai Composite Index?
The market opens at 9:30 in the morning and ends at 3 in the afternoon.
There are only four hours of trading throughout the day.
This provides investors with a basis for predicting the rise and fall of the broader market index in advance.
For example, ten o'clock in the evening.
The Shanghai Composite Index has already stopped trading, and Fuji a 507 refers to the international market continuously.
Still continuing to trade.
At this point you see Fuji a from 50 to zero consecutively.
Called the Shanghai Composite Index.
After closing at 3 o'clock in the afternoon, it rose sharply by about 1%.
At this point you predict.
Tomorrow, the market may open sharply higher in early trading.
Your predicted success rate will be as high as at least 70%.
If it is morning.
Around nine ten ten.
You see Fuji a five zero temperament continuous.
Compared with yesterday, the Shanghai Composite Index fell 1.5% after closing at 3 o'clock.
At this point you predict today.
The Shanghai Composite Index may open about 1.5% lower.
At this time, your prediction accuracy will be as high as 99.9%.
2021-02-03
新能源车又来了。前面分享的磷酸铁锂电池今天再停十厘米,这还不算。今天新能源车又一大利好来了,百度也要造电动车了。
前面百度已经在跟吉利、广汽和一汽谈判,新能源汽车的新机会来了。接下来市场会吵什么呢?咱们来看。
在新能源汽车的价值链中,占比最大的是电池高达百分之四十二。你的时代一年能涨三倍,就是因为它是动力电池龙头。
公司产品动力电池在新能源汽车中的价值占比高,不过这个方向已经超过了你的时代也已经三倍了。后面会是谁来接力呢?
动力电池上游的材料,比如今天主营电池材料的公司,天子材料再创新高,最近九个月已经翻了四倍。
公司就是做动力电池材料,电解液的。没来得及上车,别再追了。天赐材料其实还不是最好的,有一条赛道比他更优质。
咱们来看在动力电池的价值链中,电解液占比只有百分之六,而正极材料占比才是最大的,高达百分之三十二。
所以接下来的机会就在正极材料记住了动力电池上游的正极材料,其中一家公司是国内正极材料的龙头,技术实力国内领先。
正极材料全球市场份额第二,并且绑定了尼德时代,比亚迪、松下等动力电池,大成未来成长空间。
New energy vehicles are here again. The lithium iron phosphate battery shared earlier is stopped for another ten centimeters today, which is not counted. Today's new energy vehicles are another big plus, and Baidu will also build electric vehicles.
Baidu is already negotiating with Geely, Guangzhou Automobile and FAW, and new opportunities for new energy vehicles are coming. What will the market noisy next? Let's take a look.
In the value chain of new energy vehicles, batteries account for the largest proportion of 42%. Your age can triple in a year because it is the leading power battery.
The company's product power batteries account for a high value in new energy vehicles, but this direction has exceeded your time and has tripled. Who will be the relay behind?
The upstream materials of power batteries, such as the company that is mainly engaged in battery materials today, Tianzi Materials has reached a new high, which has quadrupled in the past nine months.
The company is engaged in power battery materials and electrolytes. Don't chase after you before you can get in the car. Godsend materials are actually not the best, there is a better track than him.
Let's see that in the value chain of power batteries, electrolyte accounts for only 6%, while the proportion of cathode materials is the largest, as high as 32%.
Therefore, the next opportunity is to remember the anode material upstream of the power battery in the cathode material. One of the companies is the leading cathode material in China, and its technical strength is domestically leading.
The cathode material has the second largest market share in the world, and is bound to power batteries such as BYD and Panasonic in the Nieder era, which will greatly increase the future growth space.
2021-02-02
光伏利好不断。刚刚美国表示,要大力发展光伏产业,一改此前的政策,作为能源消耗大国,美国的转向对全球光伏产业来说。
是重大利好,光伏的机会又来了。前面跟大家讲过的光伏电池片最近表现都很强。那么接下来还有哪个方向会爆发?
别着急,接着往下听。光伏行业目前正在经历h i t 技术迭代,因为h i t 电池面光电转换效率更高,并且成本也更低。
所以未来必然会替代p r c 电池。所以接下来机会就集中在h i t 电池具体会是什么。公司呢?主营光伏银浆的公司。
光伏音箱作为光伏电池的核心辅料,在h i t 电池中的消耗量是p r c 电池的二点六二倍。在新一代h i t 电池。
光伏银浆价值占比提高到了百分之二十四,重要性大幅提升。也就是说要做h i d 电池,那就离不开光伏银浆。
未来随着h i t 电池成为光伏电池的主流,光伏银浆需求量还将迎来翻倍增长。所以上面就告诉大家,主营光伏银浆的公司将会是接下来光伏板块的新机会。
此前做h i t 电池设备的卖尾股份今年已经翻了三倍。同样受益于h i t 电池需求大增的光伏银浆。接下来。
也将随时爆发。其中一家公司是国内光伏银浆的龙头低温银浆开拓者,目前已经实现低温银浆量产,客户涵盖国内h i t 电池大成。
并且已经出口海外,随着h i t 电池渗透率提高,它的增长潜力。
Photovoltaic benefits continue. The United States just stated that it will vigorously develop the photovoltaic industry and change its previous policies. As a major energy-consuming country, the United States’ shift will affect the global photovoltaic industry.
It is a major benefit, and the opportunity for photovoltaics has come again. The photovoltaic cells that I have talked about earlier have performed very well recently. So which direction will erupt next?
Don't worry, then continue listening. The photovoltaic industry is currently undergoing an iteration of hi t technology, because the photovoltaic conversion efficiency of hi t cells is higher and the cost is lower.
Therefore, the p r c battery will inevitably be replaced in the future. So the next opportunity will focus on what the h i t battery will be. What about the company? Mainly engaged in photovoltaic silver paste company.
Photovoltaic speakers, as the core auxiliary material of photovoltaic cells, consume 2.62 times that of p r c batteries in h i t batteries. In the new generation of hi t batteries.
The value of photovoltaic silver paste has increased to 24%, and its importance has greatly increased. In other words, to make h i d batteries, it is inseparable from photovoltaic silver paste.
In the future, as h i t cells become the mainstream of photovoltaic cells, the demand for photovoltaic silver paste will also double. So the above tells everyone that the company that is mainly engaged in photovoltaic silver paste will be a new opportunity for the next photovoltaic sector.
The shares of the previous end-selling of hi t battery equipment have tripled this year. The photovoltaic silver paste also benefited from the huge increase in demand for hi t batteries. Next.
Will also break out at any time. One of the companies is the leading low-temperature silver paste pioneer in domestic photovoltaic silver pastes. It has already achieved mass production of low-temperature silver pastes, and its customers cover the success of domestic hi t batteries.
And has been exported overseas, as the penetration rate of hi t batteries increases, its growth potential.
2021-02-01
上汽搞出个大动作,它和宁德时代正在共同开发掺硅补锂电信技术,搭载该技术的动力电池,能量密度将高出百分之四十。
可实现一千公里的续航。这部宁德时代又创新高了。其实不管哪家车企做新能源车,都需要动力电池。动力电池。
最终都是大收益的,但是宁德时代也很贵了,股价接近两百八十,市值已经六千五百亿了。那么动力电池产业链中。
谁会成为下一个名的时代呢?马上揭晓。动力电池分为三元材料和磷酸铁锂两种,电池各有优劣,三元材料能量密度更高。
但是呢成本也高,面临成本的压力。越来越多的车企开始选择磷酸铁锂,尤其是在比亚迪刀片电池发布后。
磷酸铁锂与三元材料的能量密度差距越来越小,成本更低,能量密度更接近自然。磷酸铁锂将会取代三元材料。
主流可以看数据,今年前三季度磷酸铁锂出货同比增长百分之二十三,而三元材料出货同比增长还不到百分之十。
而接下来磷酸铁锂出货仍将保持高度增长,自然主营做磷酸铁锂电池的公司将会成为市场的香饽饽。
做三元锂电池的宁德时代,走出了一年三倍的行情。那么做磷酸铁锂电池的公司必定不差于三元锂电池的公司。
所以接下来能够接力明德时代的公司,咱们要去磷酸铁锂的方向去找其中一家公司主营磷酸铁锂电池。
本月计划出货一点零六g 瓦时,同比增长百分之四百三十,增速比宁德时代还要快。而且这家公司的磷酸铁锂电池已经开始出口海外。
逐步成为特斯拉奔驰新能源车的供应商。随着零三铁锂电池取代三元电池的趋势到来,它的成长空间将更加。
SAIC has made a big move. It and CATL are jointly developing a silicon-doped lithium-supplemented telecommunications technology. Power batteries equipped with this technology will have a 40% higher energy density.
It can achieve a battery life of one thousand kilometers. This Ningde era has reached a new high. In fact, no matter which car company makes new energy vehicles, it needs power batteries. Power Battery.
In the end, they are all big gains, but Ningde era is also very expensive, the stock price is close to 280, and the market value is 650 billion. So in the power battery industry chain.
Who will become the next famous era? Announced immediately. Power batteries are divided into ternary materials and lithium iron phosphate. The batteries have their own advantages and disadvantages. The ternary materials have higher energy density.
However, the cost is also high and it faces cost pressure. More and more car companies began to choose lithium iron phosphate, especially after the release of BYD blade batteries.
The energy density gap between lithium iron phosphate and ternary materials is getting smaller and smaller, the cost is lower, and the energy density is closer to nature. Lithium iron phosphate will replace ternary materials.
The mainstream can look at the data. In the first three quarters of this year, lithium iron phosphate shipments increased by 23% year-on-year, while shipments of ternary materials increased by less than 10% year-on-year.
In the future, lithium iron phosphate shipments will continue to maintain a high growth rate, and companies that are mainly engaged in lithium iron phosphate batteries will naturally become the market’s favorites.
In the Ningde era of ternary lithium batteries, the market has tripled in a year. So companies that do lithium iron phosphate batteries must be no worse than ternary lithium battery companies.
So next to the company that can relay the Mingde era, we have to go to the direction of lithium iron phosphate to find one of the companies that specializes in lithium iron phosphate batteries.
It plans to ship 1.06g watt-hours this month, a year-on-year increase of 430%, which is faster than the CATL. And the company's lithium iron phosphate batteries have begun to be exported overseas.
Gradually become a supplier of Tesla and Benz new energy vehicles. With the arrival of zero-three iron lithium batteries to replace ternary batteries, its room for growth will be even greater.
2021-01-31
周末提到的新能源今天大涨,并且还有利好,刚刚已经定下来了。到二零三零年风电装机总容量要达到十二亿千瓦。
现在是四点四亿千瓦,也就意味着还有两倍的成长空间,风电的机会来了,光伏的机会诞生了五倍。大牛隆基股份。
四倍大牛同为股份,这一次风电的机会会诞生谁呢?马上揭晓。目前风电装机容量是二点二亿千瓦,接下来五年。
风电每年新增装机容量预计将达到三十六g 邷,明显高于过去五年,而风电产业链包括上游的零部件,中游的风电整机和下游的风电运营。
按产业链来划分,上游的零部件机会最多,比如新强联第一波翻了两倍,第二波又翻了一倍,今天再停涨了二十厘米。
他就是作风力发电机主轴轴承上游零部件的公司。但是我告诉大家,还有一家公司成长赛道比新强联更优质。
咱们来看在风力发电机的价值成本中,轴承只占了百分之十二,价值占比并不高,而占比最高的其实是叶片。
占了风力发电机成本的百分之二十二,主营风电叶片的公司成长赛道自然远超过新强联公司是风电叶片龙头。
近期还收购了上博苑,进一步巩固了龙头地位,目前正在进行重大资产重组,逐步开拓海外市场。
The new energy mentioned at the weekend rose sharply today, and it is still good. It has just been set. The total installed wind power capacity will reach 1.2 billion kilowatts by 2030.
Now it is 440 million kilowatts, which means that there is still twice the room for growth, the opportunity for wind power has come, and the opportunity for photovoltaic power has been born five times. Daniu Longji shares.
Quadruple bulls are all shares. Who will be born this time? Announced immediately. The current installed capacity of wind power is 220 million kilowatts for the next five years.
The annual new installed capacity of wind power is expected to reach 36g, which is significantly higher than the past five years. The wind power industry chain includes upstream components, midstream wind power complete machines and downstream wind power operations.
According to the industry chain, the upstream parts have the most opportunities. For example, Xinqianglian doubled in the first wave, doubled in the second wave, and stopped by 20 centimeters today.
He is the company that makes the upstream parts of the main shaft bearing of the wind turbine. But I tell everyone that there is another company growth track that is better than Xinqianglian.
Let's look at the value cost of wind turbines, bearings accounted for only 12%, the value of the proportion is not high, and the highest proportion is actually the blade.
It accounts for 22% of the cost of wind turbines. The growth track of companies that are mainly engaged in wind power blades is naturally far more than that of Xinqianglian, which is the leader in wind power blades.
Recently, it has also acquired Shangboyuan, further consolidating its leading position, and is currently undergoing major asset restructuring to gradually expand overseas markets.
2021-01-30
回家公司第一波翻了十倍,周五又在停,直接十厘米,他就是利昂威。然而还有一家对标利昂威的公司,你知道吗?
而且他的成长赛道比利昂威更优质。
马上来揭晓半导体材料是半导体产业链的根基,而国内半导体材料发展才刚开始。与集成电路产业类似,我国半导体材料。
同样依赖进口,一九年我国半导体材料市场总量八十八点六亿美元,占全球市场总量的百分之十六点九。但与我国电子产业百分之四十以上的市场份额相比,半导体材料。
料的自给率较低,其中高端领域半导体材料的整体国产化率不到百分之十,而在半导体材料中,硅片占到总成本的百分之三十七。
可以说硅片是半导体材料最大的细分领域,利昂威主营的就是硅片,第一波翻了十倍,周五又是十厘米。
咱们上面说了,在硅片领域还有一家对标利昂威的公司,而且成长赛道比利昂威更优质。因为利昂威主营的是。
八寸硅片只能生产低端芯片,市场价值低,这必然不是趋势。而咱们说的这家公司,它的主营是十二寸硅片。
是生产高端芯片必备的市场价值高,这才是趋势。公司是国内硅片的龙头企业,产品毛利率常年保持在百分之二十以上。
三季度业绩增幅超过百分之一百八。
The first wave of the company went home tenfold, and it stopped again on Friday, directly ten centimeters, he is Leon Wei. However, there is another company that benchmarks Leonway, do you know?
And his growth track is better than Leonwei.
It will be announced that semiconductor materials are the foundation of the semiconductor industry chain, and the development of domestic semiconductor materials has just begun. Similar to the integrated circuit industry, my country's semiconductor materials.
Also dependent on imports, my country's semiconductor material market totaled 8.86 billion U.S. dollars in 19, accounting for 16.9% of the global market. But compared with the market share of more than 40% of my country's electronics industry, semiconductor materials.
The self-sufficiency rate of materials is relatively low. Among them, the overall localization rate of high-end semiconductor materials is less than 10%. Among semiconductor materials, silicon wafers account for 37% of the total cost.
It can be said that silicon wafers are the largest subdivision of semiconductor materials. Leonwei's main business is silicon wafers. The first wave has doubled ten times, and it is ten centimeters on Friday.
As we said above, there is another company that benchmarks Leonway in the silicon wafer field, and the growth track is better than Leonway. Because Leonwei's main business is.
Eight-inch silicon wafers can only produce low-end chips and have low market value. This is definitely not a trend. The company we are talking about, its main business is 12-inch silicon wafers.
It is the high market value necessary to produce high-end chips, and this is the trend. The company is a leading domestic silicon wafer company, and its product gross profit margin has been maintained at more than 20% throughout the year.
The growth rate in the third quarter was over 180%.
2021-01-29
一度电一毛钱你敢信吗?最近中东的一个光伏项目就做到了上网电价创出了一点三五美分每千瓦时的信息,这在经济性上对传统能源有绝对的优势。
光伏板块能不涨吗?迈威股份涨了百分之二十,家伟新能中来股份周四也都涨,平均下周谁能继续接力呢?h g t 电池片。
这是未来能接替p r c 的下一代电池片。目前p e r c 电池已经进入了瓶颈期,想要进一步降低成本,难度很大。
但是h g d 电池凭借无主栅技术,可以把成本降到比p r c 电池更低。并且h g d 电池光电转换效率比p r c 电池更高。
寿命也更长,所以在综合性价比后,h d d 电池成本未来将比p r c 低百分之六十二。要实现一度电一毛钱的目标。
靠p r c 电池肯定不行。所以h g d 电池才是未来做h d 电池设备的。麦维股份已经先启动了,下周。
g g d 电池行情就要来了。公司是国内首家实现h g d 电池量产的企业,接下来有望。
Do you dare to believe it once a dime of electricity? Recently, a photovoltaic project in the Middle East achieved a feed-in tariff of 1.35 cents per kilowatt hour, which has an absolute advantage over traditional energy sources in terms of economics.
Can the photovoltaic sector not rise? Maiwei shares rose by 20%, and Jiawei Xinnengzhonglai shares also rose on Thursday. On average, who can continue to relay next week? h g t battery slice.
This is the next generation cell that can replace p r c in the future. At present, pe r c batteries have entered a bottleneck period, and it is very difficult to further reduce costs.
However, the h g d battery can reduce the cost to lower than the p r c battery by virtue of the busbarless technology. And the photoelectric conversion efficiency of h g d battery is higher than that of p r c battery.
The lifespan is also longer, so after comprehensive cost performance, the cost of hd d batteries will be 62% lower than p r c in the future. To achieve the goal of one dime per kilowatt hour of electricity.
Relying on p r c batteries will definitely not work. Therefore, the h g d battery is the future of the hd battery equipment. Maiwei shares have been launched first, next week.
g g d The battery market is coming soon. The company is the first domestic enterprise to achieve mass production of h g d batteries, and it is expected to follow.
2021-01-28
新能源车的行情又来了。最新消息,今年新能源车产销量将达到一百三十万辆,远超年初预测水平。新能源车炒作已经不是第一次了,此前比亚迪涨了三倍。
天赐材料涨了三倍,此次新能源车产销超预期,大利好来了,接下来会吵谁,谁能接力。比亚迪和天赐材料,我来告诉你。
固态电池。
固态电池能将电动汽车的续航里程提高百分之八十,而且充满百分之八十只需要十五分钟。它拥有超高的能量密度,体积能量密度超过每升一千瓦时。
是特斯拉model 三电池的四倍。
而随着新能源车渗透率提升,全球动力电池装机容量仍将保持高速增长,预计到二零二五年将达到七百六十四g 邷年复合增长率。
高达百分之四十大的市场孕育大机会。在美股上市的q s 公司,同样是做固态电池,股价半个月已经翻了五倍了。
自然国内固态电池题材下周将随时启动,公司与q s 公司一样,都有大众座靠山,很快就要进入固态电池的技术导入。
而且已经研发出能量密度超过八百瓦时,每升的全固态电池。在国内固态电池领域,这直接实现了弯道超车。
The market for new energy vehicles is here again. The latest news is that the production and sales of new energy vehicles will reach 1.3 million this year, far exceeding the level predicted at the beginning of the year. This is not the first time that new energy vehicles have been hyped up. BYD has tripled before.
Tianci Materials has tripled. This time the production and sales of new energy vehicles have exceeded expectations. The big news is coming. Who will be noisy next? Who can relay. BYD and Godsend materials, let me tell you.
Solid state battery.
Solid-state batteries can increase the range of electric vehicles by 80%, and it takes only 15 minutes to charge 80%. It has an ultra-high energy density, with a volumetric energy density exceeding one kilowatt hour per liter.
It is four times that of the Tesla model three battery.
With the increase in the penetration rate of new energy vehicles, the global installed capacity of power batteries will continue to maintain rapid growth, and is expected to reach a compound annual growth rate of 764g by 2025.
As much as 40% of the market gives birth to big opportunities. The q s company, which is listed on the US stock market, also makes solid-state batteries, and its stock price has doubled five times in half a month.
Naturally, the domestic solid-state battery theme will be launched at any time next week. The company, like the qs company, has a public backing, and will soon enter the technology of solid-state batteries.
Moreover, an all-solid-state battery with an energy density of over 800 watt-hours per liter has been developed. In the field of domestic solid-state batteries, this has directly achieved overtaking in corners.