股典钟涨停王行业投资资讯：数字经济Stock Code Clock Daily Limit King Industry Investment Information: Digital Economy

2021-04-08

十四五有哪些机会可以挖掘？今天我们就来分享一个刚挖掘出来的潜力赛道。数字经济在十四五规划中重点强调了建设数字中国。这几天。
两会的工作报告里又重申建设数字中国，那么数字经济到底是什么，又会带来哪些机会？接下来的内容我们从三个方面来分别说说数字经济的内涵和影响。
数字经济的重点产业和数字中国建设带来的机会。数字经济是一个比较宽泛的概念，所有直接或间接利用数据来引导资源。
推动生产力发展的经济形态，都可以说是数字公积金。二零一九年我们的数字经济增加值规模达到三十五点八万亿元，占g d p 比重达到百分之三十六点二。
并且增速远高于同期g d p 增速，它对g d p 增长贡献率已经超过三产贡献率，成为我国经济发展重要的数字。经济崛起已经是必然趋势。
在数字新基建政策催化下，那些赋能传统产业实现数字化转型的公司将会迎来历史性发展机遇。有哪些呢？其实大家都已经很熟悉了。
就是云计算、大数据、工业互联网、物联网、人工智能，这里面任何一个展开来讲，都可以挖掘出很多优秀的公司。
所以这是一个足够大的主线，未来也会有很多机会。其中一家公司是e r p 的龙头，它的工业互联网平台是国内十大双跨平台之一。
并且通过收购拓展云服务生态，不能传统产业实现数字化转型。近期，市场调整，公司还抛出了大额回购方案，更显示出。
What opportunities can be tapped during the 14th Five-Year Plan? Today we will share a track that has just tapped potential. The digital economy emphasizes the construction of a digital China in the 14th Five-Year Plan. Recently.
The work report of the two sessions reiterated the construction of a digital China, so what exactly is the digital economy and what opportunities will it bring? In the following content, we will discuss the connotation and impact of the digital economy from three aspects.
The key industries of the digital economy and the opportunities brought by the construction of Digital China. The digital economy is a relatively broad concept, all directly or indirectly using data to guide resources.
The economic form that promotes the development of productivity can be said to be a digital provident fund. In 2019, the value-added scale of our digital economy reached 35.8 trillion yuan, accounting for 36.2% of gdp.
And the growth rate is much higher than the growth rate of g d p in the same period, and its contribution to the growth of g d p has exceeded the contribution rate of the tertiary industry, becoming an important figure for my country's economic development. The economic rise is already an inevitable trend.
Catalyzed by the new digital infrastructure policy, companies that empower traditional industries to achieve digital transformation will usher in historic development opportunities. What are there? In fact, everyone is already familiar with it.
It is cloud computing, big data, industrial Internet, Internet of Things, artificial intelligence, any of these can be used to unearth many excellent companies.
So this is a big enough thread, and there will be many opportunities in the future. One of these companies is the leader of e r p, and its industrial Internet platform is one of the top ten dual cross-platforms in China.
And through acquisitions to expand the cloud service ecosystem, traditional industries cannot achieve digital transformation. Recently, the market has adjusted, and the company has also thrown out a large repurchase plan, which shows even more.

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.