股典钟涨停王行业投资资讯：军工直20产业链Stock Code Clock Daily Limit King Industry Investment Information: Military Industry Straight 20 Industrial Chain

2021-03-14

军工行情继续，前面分享的战斗机和无人机表现都不错。做过的朋友接下来认真听了这条军工的赛道，成长空间比战斗机还要大。
这是什么飞机知道吗？这就是黑鹰直升机。美军上世纪七十年代研制至今已经生产了四千五百多架，是全世界生产数量最多的直升机之一。
它有多重要呢？在美军的武装直升机里，但这个系列占比就达到了百分之五十三。为什么要说黑鹰关注我国武器装备的朋友应该都知道。
我国的直二零直升机最近两年刚刚定型，而它对标的就是黑影。美军的十吨级直升机占比高达百分之六十六点九，而我们十吨级直升机占比仅仅只有百分之四点五。
并且都是依赖进口直二零的出现，刚好可以填补我军十吨级直升机的空白。我们前面说的比战斗机成长空间更大的赛道就是直二零。
并且总数方面，我国军用直升机有一千两百七十家，而美军有八千两百八十二家是我们的近七倍。所以直升机尤其是直二零产业链有大机会。
其中一家公司是我国军用直升机的龙头。随着直二零的持续放量，公司的成长空间有望。
The military industry market continued, and the fighters and drones shared earlier performed well. Friends who have been there then listened carefully to this military industry track, and there is more room for growth than fighter jets.
Do you know what kind of plane is this? This is the Black Hawk helicopter. The U.S. military has produced more than 4,500 helicopters since it was developed in the 1970s, making it one of the most produced helicopters in the world.
How important is it? Among the armed helicopters of the US military, this series accounts for 53%. Why should I say that Black Hawk is concerned about our country's weapons and equipment should all know.
my country’s Z-20 helicopter has just been finalized in the last two years, and its target is Sombra. The US military’s 10-ton helicopters account for 66.9% of the total, while our 10-ton helicopters account for only 4.5%.
And they are all dependent on the emergence of imported direct 20, which can just fill the gap of our army's ten-ton helicopter. The track we mentioned earlier that has more room for growth than fighter jets is the straight 20.
And in terms of the total number, my country has 1,270 military helicopters, while the U.S. military has 8,282, which is nearly seven times more than ours. Therefore, helicopters, especially the direct 20 industry chain, have great opportunities.
One of these companies is the leader of my country's military helicopters. With the continuous increase in volume in the year 2020, the company's room for growth is expected.

股典钟炒股机器人系统电脑版租赁技术新闻：如何判断A股牛市大顶Stock Dianzhong stock trading robot system computer version leasing technology news: how to judge the A-share bull market

2021-03-13

你知道如何去精准判断a 股牛市的大顶吗？这个视频呢告诉你答案，而且全网独家。
你呀现在静下心来啊，花五分钟时间听完，那么下一次高高在山顶上站岗的人一定没有你。
赶紧收藏一下，说不定哪天这条视频呢就没了。大家都知道啊，二零零七年的牛市顶部是六幺二四点，而二零幺五年牛市的顶部呢是五幺七八点。
问题来了，按照常规的这个思维啊，因为社会经济在不断的发展和进步，按理说第二次牛市的顶部应该比第一次。
要高才对。那么老股民都知道啊，在二零一五年的年初牛市刚启动的时候啊，几乎所有的散户都认为啊这次股市的涨幅。
一定会超过零七年的六幺二四点都认为啊八千点一万点都不是梦啊啊，当时有一个人非常神奇，他早在。
二零幺四年的九月份，当时的股市还在两千二百点的时候，他就发表了一份报告。报告的核心内容啊有两点，第一。
股市要开启一轮大牛市。第二，本轮牛市的目标点位是五千点，它呀就是当时国泰君安的首席分析师。
任泽平，那么任泽平当时为什么能够准确的判断出来牛市能达到五千点，而不是要超过六千点呢？
他这个五千点是怎么计算出来的呢？是不是恰巧恰巧这个蒙对了啊，其实啊很简单，他把当时沪深两市的这个总市值。
除以当年的总的g d p 的一个占比，做了一个数据模型，它推算出来的。咱们呢先看零五到零七年。
牛市的这个数据啊，二零零五年的a 股点位是一千点，当时啊沪深两市总市值占比g d p 的这个比例是百分之二十。
而到了零七年的十月份，这个a 股啊疯涨到了六千点的时候，占比高达百分之一百三十二。那后面的故事啊大家都知道惨烈的熊市啊，一直把股市干。
到了幺六六四点，当时啊发生了无数个这个人间悲剧啊。而在一五年牛市的初期啊，也就是二零一四年的上半年。
当时的这个a 股啊在两千点，当时啊两市的总市值占比g d p 约为百分之四十左右。但是到了二零一五年的这个六月份。
a 股是这个涨到了五千点，占比啊高达百分之一百一十一。随后呢股灾就发生了，咱们总结一下啊。
当总市值占比一旦超过g d p 的百分之一百，就等于流通市场上所有的资金呢几乎全部都被吸入到了股市。
那么流动性啊就被股市彻底的吸干了，也就是说再也没有后续的增量资金去继续拉升股市了。
因为价格上涨的这个本质就是资金去推动的。当时的这个任泽平就是通过这个简单的方法去判断出来了五千点这个牛市的目标怎么样。
够简单吧。
Do you know how to accurately judge the big top of the a-share bull market? This video tells you the answer, and it is exclusive to the whole network.
Now, calm down, take five minutes to finish listening, then the next time you will stand guard on the top of the mountain, you will definitely not be there.
Hurry up and save it, maybe this video will be gone someday. Everyone knows that the top of the bull market in 2007 was 6 units and 24 points, and the top of the bull market in 20 units and 5 years was 5 units and 8 points.
Here comes the problem. According to the conventional thinking, because the social economy is constantly developing and progressing, it stands to reason that the top of the second bull market should be higher than the first.
It must be high. Well old stock investors all know that when the bull market just started in early 2015, almost all retail investors thought that the stock market rose this time.
It must be more than seven years old at six and two or four o'clock. They thought that eight thousand and ten thousand points were not a dream. At that time, there was a man who was very amazing. He was already there.
In September of 2004, when the stock market was still at 2200, he published a report. The core content of the report has two points, first.
The stock market is about to start a big bull market. Second, the target point of this round of bull market is 5,000 points, which is the chief analyst of Guotai Junan at that time.
Ren Zeping, then why was Ren Zeping able to accurately judge that the bull market could reach 5,000 points, instead of exceeding 6,000 points?
How did he calculate the five thousand points? Did it happen to be right? In fact, it was very simple. He took the total market value of the Shanghai and Shenzhen stock exchanges at that time.
Divide it by a proportion of the total g d p of the year and make a data model, which is calculated. Let's look at the years from 2005 to 2007 first.
According to the bull market data, the A-share point in 2005 was 1,000 points. At that time, the total market value of the Shanghai and Shenzhen stock markets accounted for 20% of gdp.
In October 2007, when this A-share skyrocketed to 6,000, the share was as high as 132%. The story behind that, everyone knows the tragic bear market, has been doing the stock market.
When it was 6 or 4 o'clock, there were countless tragedies in this world. At the beginning of the bull market in one-five years, that is, the first half of 2014.
At that time, the A-share market was at two thousand points. At that time, the total market value of the two cities accounted for about 40% of gdp. But in this June of 2015.
A-shares have risen to 5,000 points, accounting for up to 111%. Then the stock market crash happened, let's summarize it.
When the total market value exceeds 100% of g d p, it means that almost all of the funds in the circulating market have been sucked into the stock market.
Then the liquidity is completely absorbed by the stock market, which means that there will be no follow-up incremental funds to continue to lift the stock market.
Because the nature of price increases is driven by funds. At that time, Ren Zeping used this simple method to judge the goal of the five thousand-point bull market.
Simple enough.

股典钟炒股机器人系统电脑版租赁行业投资资讯：新能源汽车热管理系统Stock Dianzhong Stock Trading Robot System Computer Edition Leasing Industry Investment Information: New Energy Vehicle Thermal Management System

2021-03-12

电池衰减催生千亿增量市场。随着新一轮寒潮来临，全国进入速冻模式。而对新能源车主来说，环境冷心更冷，气温下降导致自己的电动车续航里程大幅缩水。
以特斯拉摩托三桅里有车主反映，至少缩水了百分之三十以上，冬季续航里程缩水的问题并不新鲜，可以说是电动车的通禀。低温环境下，锂电池容量会急剧衰减。
并且温度越低，衰减的就越狠。这就是为什么在北方，尤其是东北很少看到新能源车的原因，怎么办呢？使用热泵，这是在传统燃油车中。
完全不需要的东西，因为发动机本身就会产生热量，甚至这些热量还可以提供车内暖风。而电动车由于没有发动机炙热。
全部需要依赖热管理系统，这就是纯增量市场。以目前新能源车的增长速度预计到二零二五年销量有望达到一千三百万辆。
由此带来的热管理系统市场空间预计有七百亿元新能源车取代燃油车，这是必然的趋势。在这样的趋势下，热管理系统也将持续增长。
其中一家公司是国内新能源车热管理系统的龙头，目前已经进入特斯拉、通用、大众等知名车企的供应链。随着新能源车销量持续增长，公司的成长空间。
将更加广阔。
Battery decay has spawned an incremental market of hundreds of billions. With the advent of a new round of cold wave, the country has entered a quick freezing mode. For owners of new energy vehicles, the environment is even colder, and the drop in temperature has led to a significant reduction in the cruising range of their electric vehicles.
According to the owners of the three-masted Tesla motorcycle, it has shrunk by at least 30%. The problem of the reduction in the cruising range in winter is not new. It can be said that it is a common feature of electric vehicles. Under low temperature environment, the capacity of lithium battery will decrease sharply.
And the lower the temperature, the harder the attenuation. This is why new energy vehicles are rarely seen in the north, especially in the northeast. What should we do? Use a heat pump, which is used in traditional fuel vehicles.
Things that are not needed at all, because the engine itself generates heat, and even this heat can provide warm air in the car. The electric car is hot because it does not have an engine.
All need to rely on the thermal management system, this is a pure incremental market. Based on the current growth rate of new energy vehicles, it is estimated that the sales volume is expected to reach 13 million by 2025.
The resulting thermal management system market space is expected to replace fuel vehicles with new energy vehicles of 70 billion yuan, which is an inevitable trend. Under this trend, thermal management systems will continue to grow.
One of these companies is the leader in the thermal management system for new energy vehicles in China, and has now entered the supply chain of Tesla, GM, Volkswagen and other well-known auto companies. As the sales of new energy vehicles continue to grow, the company has room for growth.
Will be more expansive.