2021-03-31
能被高龄等机构密集调研是什么公司这么有吸引力,对机构来说,调研是决策的前提。能够被频繁调研,更说明了公司的潜力。
今年刚开始,高瓴资本就调研了几家公司开年调研的第一家公司。你们知道是谁吗?就是海康威视,那么是什么吸引了高龄等各大机构呢?
海康威视大家都不陌生,它是国内安防的龙头,但是大家可能不知道,经过这么多年的发展和积累,它已经不只是做安防。从二零一五年开始,公司逐步拓展了八个创新业务。
涉及智能家居、物联网、机器人、汽车智能化等等。如今海康威视的软件增加值占收入比例已经达到百分之三十二点三一,收入结构由原来单一的安防变得越来越多元。
这其中做智能家居产品和物联网平台的营收网络成效最显著。从二零一五年成立到二零一九年,营收就已经达到了二十五点九二亿元。
并且盈利能力迅速增强,净利润达到二点六亿元。截至二零二零年九月末,全球萤石物联云平台i o t 接入设备约九千五百万台。
平台注册用户超过六千七百万,月活跃用户超过两千六百万,并且现在银时还要更进一步独立上市,这对海康威视来说是一个新的起点。
传统安防业务集中度不断提升,新业务多点开花,这就是海康威视吸引机构的地方。从月初到现在,海康又涨了快百分之五十。
除了海沧,高领资本刚刚还调研了几家公司,其中一家公司是做机器视觉设备,技术壁垒很高。目前公司已经成为苹果、小米等品牌的重要供应商。
另外,公司的高端三d 检测设备刚刚实现量产,打破了国外垄断,接下来产品有望实现进口替代迅速放量。高领近期去调研估计也是看到了公司广阔的发展。
What company is so attractive to be intensively investigated by institutions such as senior citizens? For institutions, research is a prerequisite for decision-making. Being able to be investigated frequently also illustrates the company's potential.
At the beginning of this year, Hillhouse Capital investigated the first company that several companies surveyed at the beginning of the year. Do you know who it is? It is Hikvision, so what attracts senior citizens and other major institutions?
Hikvision is familiar to everyone. It is the leader in domestic security, but you may not know that after so many years of development and accumulation, it is no longer just for security. Since 2015, the company has gradually expanded eight innovative businesses.
Involving smart home, Internet of Things, robots, car intelligence, etc. Today, Hikvision’s software added value accounts for 32.31% of its revenue, and its revenue structure has changed from a single security to more and more diversified.
Among them, the revenue network of smart home products and IoT platforms has the most significant effect. From its establishment in 2015 to 2019, revenue has reached 2.592 billion yuan.
And profitability has rapidly increased, with net profit reaching 260 million yuan. As of the end of September 2020, there were approximately 95 million access devices on the global fluorite IoT cloud platform i o t.
The platform has more than 67 million registered users and more than 26 million monthly active users. In addition, Yinshi has to go further and go public independently. This is a new starting point for Hikvision.
The concentration of traditional security business continues to increase, and new businesses are blooming. This is where Hikvision attracts institutions. From the beginning of the month to the present, Haikang has risen by nearly 50%.
In addition to Haicang, Gaoling Capital has just investigated several companies, one of which is a machine vision equipment company with high technical barriers. At present, the company has become an important supplier of brands such as Apple and Xiaomi.
In addition, the company's high-end three-d testing equipment has just achieved mass production, breaking the foreign monopoly, and the following products are expected to achieve rapid import substitution. It is estimated that Gaoling recently went to survey and saw the company's broad development.
2021-03-31
做投资谁的话你都可以不听,但是证监会有发言啊,你必须要听周末啊。证监会主席议会满发布了五千次的演讲,这个内容啊比较长,我给大家消化了五个重点,都是干货啊,一定要听完。
一点中国资本市场吸引资金的能力是很强的,不要过于关注外部因素,这说的主要就是十年美国国债收益率的争论。咱们要有大国自信,外资实际上也在中国市场获得了不错的回报,而增长的。
潜力啊依然很大。第二点呢,推进资本市场对外开放。同时啊也要防范外资大进大出,这点啊非常重要。实际上a 股股旺茅台一直就是外资的重仓股,咱们国家呢也欢迎他们来投资,中国可以买也可以。
明白,但是啊如果短时间内巨量的买进卖出啊,就一定会造成市场剧烈波动。割咱们中国股民的早餐。第三点啊,基民的比例在快速提升,这是很好的趋势性变化。
这说明啊监管层是非常认可,而且支持基金规模增长。第四点呢,市场波动非常正常,只要没有过度杠杆就不会出大事。而目前啊a 股市场杠杆风险。
总体可控。第五点也是最重要的一点,让做坏事的人付出惨重的代价。现在啊上市公司信息披露,如果违法罚款上限呢从六十万提高到了一千万,如果发行股票涉嫌欺诈。
最高要做十五年,虽然近期a 股震荡比较大,但是中国资本市场确实越来越强大,长期的a 股发展方向只有一个,一路向北。
You can ignore whoever makes an investment, but the SFC speaks, you have to listen to the weekend. The chairman council of the China Securities Regulatory Commission has issued five thousand speeches. This content is quite long. I have digested five key points for everyone. They are all dry stuff, so I must listen to them.
One point is that China's capital market has a strong ability to attract capital. Don't pay too much attention to external factors. This is mainly about the ten-year US Treasury yield debate. We must have the confidence of a big country that foreign investment has actually obtained good returns in the Chinese market, and it has grown.
The potential is still great. The second point is to promote the opening of the capital market. At the same time, it is very important to prevent foreign capital from entering and exiting. In fact, the A-share Wang Moutai has always been a strong position of foreign investors. Our country also welcomes them to invest. China can buy it or not.
Understand, but if you buy and sell a huge amount in a short period of time, it will definitely cause severe market volatility. Cut our breakfast for Chinese investors. The third point is that the proportion of Christians is rapidly increasing, which is a very good trend change.
This shows that the regulators are very recognized and support the growth of the fund's scale. The fourth point is that market volatility is very normal, as long as there is no excessive leverage, there will be no major events. And the current leverage risk in the a-share market.
Overall controllable. The fifth and most important point is that people who do bad things pay a heavy price. Now the information disclosure of listed companies, if the upper limit of illegal fines is raised from 600,000 to 10 million, if the issuance of stocks is suspected of fraud.
It will take up to fifteen years. Although the recent A-share volatility has been relatively large, China's capital market is indeed getting stronger and stronger. There is only one long-term A-share development direction, all the way to the north.
2021-03-29
你们所了解的涨停板都是错的,因为你们从一开始对涨停板的认识就错了。今天我就拆解一下,有些人舍命去想涨停板的底层逻辑。
一只股票涨了百分之十,涨了百分之二十,就是涨停板了,是吧?那你知道一只股票为什么会涨停吗?我们先来分析一下到底涨停板是谁打出来的。
首先肯定不是散户,因为散户没有集体共识,号召不起来群众资金你接手,他接手了,根本没有能力改变股价运行趋势。这时候怎么样?
就需要一个带头大哥来给群众点信心。他是谁呢?可以是基金,可以是机构,也可以是游资。我们知道影响股价最直接的因素就是资金。
对吧,有钱股价就能拉起来,拉不起来啊,就说明钱还不够多大资金带头拉出一根优美的上扬曲线,这时做短线的散户就蜂拥而至了。
等到出去涨停板时,各位关键时刻来了,上方巨大的卖盘需要下方买盘把它全部吃完,就需要动用大量的资金。
往往在封板的那一刹那,大资金是咬紧牙关往塘里上,子弹呢只有他把涨停板最后一个价位给吃完,封住,其他各路资金才会一拥而上,和他做战友。
不然哼哼,那就是墅岛无踪。赛大资金在前面所做的所有铺垫全部会功亏一篑。大资金失败的案例每天都有发生啊,看看那些冲高回落涨停炸板的个股。
那就是大资金溃败的下涨,当然也顺道带着散户一起赴黄泉了。那问题来了,为什么大资金如此执着于涨停板呢?这就回到了刚开始我说的问题。
股票为啥会涨停?先是因为制度涨停板的制度是为了平易波动,说白了就是限制个股单日最大涨幅。
注册制之前,每天涨停十个点,注册之后每天涨停二十个点,怎么样照样有人打板。如果a 股没有涨跌幅限制呢,你信不信凭咱们游资的尿性能让他一天翻十倍,所以。
一只股票顶了天涨一天涨百分之二十到头了,对吧?但别忘了,那是制度封锁了它的天空,才会到涨停板那里。
停了可停了,并不代表上涨就结束了,只是今天结束了而已。其二,一只股票能涨停,就说明它短期有三好才涨停。
要么是行情好,要么是题材好,要么是有利好。大资金认可了一只股票后,便开始扫获封板,号召庚庚、樊一起推波助澜。
目的都是为了第二天的议价,要么赚个高开,要么继续涨停。所以真正优秀的大资金呢,他不会害怕散户跟风盘多他。
他会知道散户集体共识的那个点在哪儿,然后在那个点上燃上一把火。徐翔就曾凭借一己之力点起过股市全面反弹的火。
堪称四两拨千斤的典范。涨停板在a 股存在了快三十年,肯定有它的道理。每次在光芒万丈时,还能吸引众多短线资金追随的背后。
归根结底是因为稀缺二字,而大资金舍命去抢涨停板,是为了制造一种稀缺,从中赚取一家没有大资金,每次舍命封板就没有散户蹭车的机会。
而没有散户给大资金推波助澜,更不能让大资金全身而退。所以,公平的市场不存在谁孤立谁,大家都是唇齿相依,只不过在那胜利果实摇摇欲坠时。
比的是谁的刀快,谁就能先收割谁。
What you know about the daily limit is wrong, because your understanding of the daily limit was wrong from the beginning. Today, I will disassemble it. Some people have sacrificed their lives to think about the underlying logic of the daily limit.
If a stock has risen by 10%, it has risen by 20%, it is the daily limit, right? Do you know why a stock has a daily limit? Let's first analyze who made the daily limit.
First of all, it is definitely not a retail investor, because retail investors do not have a collective consensus and cannot call on the crowd to take over. If they take over, they have no ability to change the trend of stock prices. How is this time?
You need a big brother to take the lead to give the masses confidence. Who is he? It can be a fund, an institution, or hot money. We know that the most direct factor affecting stock prices is capital.
Right, the stock price can be pulled up if you have money, but it can't be pulled up. It means that the money is not enough. The capital has taken the lead to pull a beautiful upward curve. At this time, short-term retail investors flocked to it.
When the daily limit goes out, the critical moment comes for you. The huge selling at the top requires the buying at the bottom to eat it all, and a lot of money is needed.
Often at the moment when the board is closed, the big funds are gritted their teeth and go into the pond. Only when he eats the last price of the daily limit and seals the bullets, other funds will swarm up and become comrades with him.
Otherwise, hum, that would be no trace of Shu Island. All the previous preparations made by the tournament funds will fall short. Cases of big capital failures happen every day, look at those stocks that have surpassed their daily limit and exploded.
That was the decline of the big funds. Of course, I also took the retail investors to Huangquan along the way. The question is, why are big funds so obsessed with the daily limit? This brings me back to the question I said at the beginning.
Why does the stock have a daily limit? First of all, because the system's daily limit system is for easy volatility, to put it bluntly it is to limit the maximum single-day rise of individual stocks.
Before the registration system, the daily limit was 10 points, and after registration, the daily limit was 20 points. How about someone hitting the board? If there is no limit on the ups and downs of a-shares, believe it or not that the urine performance of our hot money makes him tenfold in a day, so.
A stock rose by the sky and rose by 20% in one day, right? But don't forget, it is the system that blocked its sky before reaching the daily limit.
Stopping can stop, does not mean that the rise is over, it is just over today. Secondly, if a stock has a daily limit, it means that it has three advantages in the short-term before the daily limit.
Either the market is good, or the subject matter is good, or it is good. After Big Capital approved a stock, it began to sweep the board and called on Genggeng and Fan to help the flames.
The purpose is to bargain the next day, either to make a higher opening, or to continue the daily limit. So for really good big funds, he will not be afraid that retail investors will follow the trend and overtake him.
He will know where the point of collective consensus among retail investors is, and then set a fire on that point. Xu Xiang once ignited a full rebound in the stock market with his own strength.
Can be called a model of four or two. The daily limit has existed in A-shares for almost 30 years, and there must be some truth to it. Every time in the glory, it can attract many short-term funds to follow behind.
In the final analysis, it is because of the word scarcity, and the big funds give up their lives to grab the daily limit, to create a kind of scarcity, from which one can earn a large amount of funds, and every time they sacrifice their lives to close the board, there is no chance for retail investors to rub their cars.
And there is no retail investor to contribute to the big funds, let alone let the big funds get out of their bodies. Therefore, in a fair market, there is no one who is isolated, everyone is dependent on each other, but when the fruits of victory are faltering.
Whoever is faster than the knife, whoever can reap first.
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