股典钟涨停王行业投资资讯：旅游景点Stock Code Clock Daily Limit King Industry Investment Information: Tourist Attractions

2021-04-07

电影票房新纪录诞生。截至昨天，全国电影票房达七十八亿元。这是继二零一九年五十九亿元后再次刷新春节档全国电影票房记录。但是今天电影板块却是冲高回落。
问题到底出在哪？还是以唐人街探案三为例，它是春节前观众最期待的电影，不负众望，上映首日它的票房就突破了十亿，三天累计票房达到二十五亿元，票房很高，但是口碑。
一落千丈，豆瓣评分现在已经降到了五点七，以至于从初四开始票房快速回落，被另一匹黑马。你好，李焕英反超这部影片稍后再说。
客观的说，唐人街探案三的票房还是挺高的，因此他的出品方万达电影节前有过一段不错的表现，但是他只是符合市场预期。
并没有超预期的表现，所以行情在节前就已经走完，今天冲高回落是必然。万达电影有唐探三又是院线龙头，他的表现也就这样。
其他跟风的更不用看电影。板块冲高回落，还跟他一贯的炒作逻辑有关。我们一般人是等电影上映后才知道好坏，但其实在上映前会有点映。
业内的人在点映的时候就已经知道了电影的好坏。等到正式上映后，行情也就结束了。你好，李万英是今年春节档的票房黑马，上映前。
比较少，市场关注度也不高，但是他凭借着口碑一路逆袭，从初四开始反超唐探三加上预售李欢银的票房已经超过三十亿。
与淘汰三的差距仅有不到其一，并且它的票房占比还在提高。接下来总票房很可能会超过淘汰三，这是大家没有想到的。
明显超预期了。出品方北京文化成了电影板块为数不多冲到天花板的公司，但是这都已经是名牌，后面不会再有超预期的事情来推动。等到他开板。
行情也就结束了。其实除了电影，还有一个板块在春节期间迎来了明显复苏，它就是旅游景点。其中一家公司是深圳旅游行业的龙头。
春节期间，公司的欢乐谷、欢乐海岸等游客爆满，行业拐点已经来了，公司的成长空间有望。
A new movie box office record was born. As of yesterday, the national movie box office reached 7.8 billion yuan. This is another record of the national movie box office for the Spring Festival after 5.9 billion yuan in 2019. But today, the movie sector has risen and fallen.
Where is the problem? Take Detective 3 in Chinatown as an example. It was the most anticipated movie by the audience before the Spring Festival. It lived up to expectations. Its box office exceeded one billion on the first day of its release, and the cumulative box office reached 2.5 billion yuan in three days. The box office is very high, but its reputation .
After a sharp drop, Douban score has now dropped to 5.7, so that the box office dropped rapidly from the fourth day of the day, and it was another dark horse. Hello, Lee Huanying will overtake this film later.
Objectively speaking, the box office of Detective 3 in Chinatown is still quite high, so his producer Wanda had a good performance before the film festival, but he just met market expectations.
There was no performance beyond expectations, so the market had already finished before the holiday, and today it is inevitable that it will rise and fall. Wanda Films has Tang Tansan and the leader of the theater, and his performance is just like that.
Others who follow suit don't even watch movies. The rise and fall of the plate is also related to his usual hype logic. Most of us don’t know if a movie is good or bad until it is released, but in fact it will be a little bit before it is released.
People in the industry already knew the quality of the movie when they ordered it. After the official release, the market will end. Hello, Li Wanying is the dark horse at the box office of the Spring Festival this year, before the release.
Relatively few, the market's attention is not high, but he counterattacked all the way by relying on word of mouth, starting from the fourth day of the fourth year, he overtook Tang Tansan and the pre-sale of Li Huanyin's box office has exceeded 3 billion.
The gap with the knockout three is less than one, and its proportion of the box office is still increasing. Next, the total box office is likely to exceed the elimination three, this is what everyone did not expect.
Obviously exceeded expectations. The producer, Beijing Culture, has become one of the few companies in the film sector that has reached the ceiling, but these are already famous brands, and there will be no more unexpected things to promote in the future. Wait until he opens the board.
The market is over. In fact, in addition to movies, there is another sector that ushered in a significant recovery during the Spring Festival, and it is a tourist attraction. One of the companies is a leader in Shenzhen's tourism industry.
During the Spring Festival, the company’s Happy Valley, Happy Coast and other tourists are full of tourists, the turning point of the industry has come, and the company’s growth space is expected.

股典钟行业投资资讯：化工Stock Code Clock Industry Investment Information: Chemical Industry

2021-04-06

但是有一个板块却连续走墙，它就是化工。陕西黑猫今天再次冲到天花板，完成了四年加上个月的今年，陕西黑猫已经收获十一个版。
它背后的驱动因素是什么？类似的机会还有没有？别着急，接着往下听。陕西黑猫的走强主要是业绩驱动，去年四季度业绩增长了约九倍。
怎么来的？一方面是焦炭业务四季度出货价格达到一千七百八十元每吨，同比增长百分之十八，出货量也增长了百分之十七。另一方面就是化工业务了。
二零一九年产品市场价格低，所以基数低。而到二零二零年四季度，产品价格明显回升，因此净利润同比大幅上涨。并且随着全球经济复苏，新一轮涨价周期。
已经开启。按照以往的经验，化工行业会随着产能的变化有周期性波动，一般持续性不会特别强。但是今年情况不同，海外很多的化工企业受疫情影响运转遇到了麻烦。
想要恢复产能非常困难，但是需求端还是很旺盛啊，于是这些订单就加速转移到国内，并且这个过程不可逆。从全球化工行业的发展趋势来看。
原本就是向国内转移，但是很明显疫情加速了这个过程，这就使得这次化工的行情比以往持续性更强。尽管陕西黑猫走强有很多自身的因素。
但最主要的还是舜用了行业的发展趋势。而在化工行业的发展趋势中，还有一条就是往头部集中。陕西黑猫的行情可能只是暂时的，但头部企业的行情可能会持续更久。
其中一家公司是m d i 的龙头，海外m d i 的巨头巴斯夫由于产能不足，已经上调了产品报价，这会是公司进一步扩大市场份额的机会。随着化工产能持续向国内转移。
公司的龙头优势将进一步。
But there is one plate that continues to walk the wall, and it is chemical industry. Shaanxi Black Cat once again rushed to the ceiling today. After four years and months, Shaanxi Black Cat has already harvested eleven editions.
What are the driving factors behind it? Are there any similar opportunities? Don't worry, then continue to listen. Shaanxi Black Cat’s strength is mainly driven by performance, and its performance in the fourth quarter of last year increased by about nine times.
how did it get here? On the one hand, the shipment price of the coke business in the fourth quarter reached 1,780 yuan per ton, an increase of 18% year-on-year, and the shipment volume also increased by 17%. On the other hand is the chemical business.
In 2019, the market price of products was low, so the base was low. In the fourth quarter of 2020, product prices have rebounded significantly, and therefore net profit has risen sharply year-on-year. And with the recovery of the global economy, a new round of price increase cycle.
Has been turned on. According to past experience, the chemical industry will fluctuate periodically with the change of production capacity, and the general continuity will not be particularly strong. This year, however, the situation is different. Many overseas chemical companies have encountered trouble in their operations due to the epidemic.
It is very difficult to restore production capacity, but the demand side is still very strong, so the transfer of these orders to the country is accelerated, and the process is irreversible. From the perspective of the development trend of the global chemical industry.
It was originally a transfer to the country, but it is obvious that the epidemic has accelerated this process, which makes the chemical industry's market more sustainable than ever. Although Shaanxi black cats are strong, there are many factors of their own.
But the most important thing is that Shun used the development trend of the industry. And in the development trend of the chemical industry, there is another one is to focus on the head. Shaanxi Black Cat's market may only be temporary, but the market of leading companies may last longer.
One of the companies is the leader of m d i. The overseas m d i giant BASF has raised its product quotations due to insufficient production capacity. This will be an opportunity for the company to further expand its market share. With the continuous transfer of chemical production capacity to the country.
The company's leading advantage will be further.

股典钟涨停王行业投资资讯：泡沫硅胶垫片Stock Code Clock Daily Limit King Industry Investment Information: Foam Silicone Gasket

2021-04-05

有一条传统赛道正在被新能源汽车激活，它就是胶膜，它的主要作用是保障电池组的安全。比如胶带是用于圆柱电芯中指部位的绝缘保护和固定。
硅胶泡棉垫片用于动力电池外框密封，这东西看起来不起眼，但是成长空间很大。胶膜产品原本主要应用在消费电子领域。
说起来它的发展还跟乔布斯的初代iphone 有关。不知道大家还记不记得很早以前触屏手机要按下去才有反应。二零零七年，第一代iphone 手机推出它使用的电容式触控技术。
彻底改变了触控行业的发展。只要用手摸一下就有反应它是怎么做到的呢？就是用了o c a 光学胶膜全贴合技术，从而填充了面板和触摸屏之间的空气层。
从那以后，o c a 光学胶就成了消费电子的重要部分，一直保持增长。尽管消费电子近年来增速很高，但是很明显新能源汽车增长更快。
要在二零二五年达到新能源汽车百分之二十的渗透率，还有将近五倍的成长空间。随着新能源汽车渗透率不断提高，胶膜行业也将迎来新机遇。
而目前全球胶膜的市场份额主要被美、日、韩垄断，国内厂商在这个领域刚刚有点突破，接下来就要开始国产替代。所以胶膜市场可能要有一次爆发。
其中一家公司是国内胶膜材料的龙头，在o c 光学胶的布局领先同行。并且公司近期与特斯拉签订了采购合同，进入特斯拉的供应链。
能够获得全球一流新能源汽车品牌认可公司的锂电池材料业务有望实现快速。
There is a traditional track that is being activated by new energy vehicles. It is the film. Its main function is to ensure the safety of the battery pack. For example, the tape is used for the insulation protection and fixation of the middle finger of the cylindrical cell.
The silicone foam gasket is used to seal the outer frame of the power battery. This thing looks inconspicuous, but there is a lot of room for growth. Film products were originally mainly used in consumer electronics.
Speaking of its development, it has something to do with the original iPhone of Jobs. I don’t know if you still remember that touch screen phones had to be pressed long ago to respond. In 2007, the first-generation iPhone launched its capacitive touch technology.
Completely changed the development of the touch industry. Just touch it with your hand and you can tell how it did it? It uses o c a optical adhesive film full bonding technology to fill the air layer between the panel and the touch screen.
Since then, o c a optical glue has become an important part of consumer electronics and has continued to grow. Despite the high growth rate of consumer electronics in recent years, it is clear that new energy vehicles have grown faster.
To reach a penetration rate of 20% for new energy vehicles in 2025, there is still nearly five times the room for growth. As the penetration rate of new energy vehicles continues to increase, the film industry will also usher in new opportunities.
At present, the global market share of adhesive film is mainly monopolized by the United States, Japan, and South Korea. Domestic manufacturers have just made a breakthrough in this field, and then they will start domestic substitution. Therefore, the film market may have an outbreak.
One of the companies is the leader in domestic film materials, leading its peers in the layout of o c optical adhesives. And the company recently signed a purchase contract with Tesla to enter Tesla's supply chain.
The lithium battery materials business that can be recognized by the world's first-class new energy vehicle brand is expected to achieve fast.