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.

股典钟涨停王技术知识：试仓（炒股）的意义Stock code clock daily limit king technical knowledge: the significance of testing positions (stocks)

2021-04-03

啊，不知道大家有没有发现一个现象啊，尤其是那些喜欢做日内交易的交易者们啊，他们会更在意这种现象，就是在航行风平浪静的时候啊会突然的发生拉伸或者砸盘的情况。
之后呢就会出现两种情况，一种是行情啊迅速回归，一种就是趁机将行情带入到另一个轨道中。啊，其实一般情况下这类行情都是大资金搞的假动作。
用来测试多空双方挂单的疏密程度，以及发现潜在的多空力量。因为用真枪实弹去测试行情的强弱是非常有效且直观的。普通的交易者呢无法做到。
不过这种测试类的大单也不是经常会发生很多不明所以的交易者啊在遇到这种情况后啊，都会去翻看消息，试图找出一些依据。有的时候啊还会强行把某些消息啊与当前的行情联系在一起，然后很。
有可能就上钩了，着实是没有必要。不过即使大资金啊能够依靠资金的优势，不计小成本的去测试市场。但是他们仍然不能忘记啊，最终使他们获利的是他们整个交易体系的完整逻辑。
而不是一时的多空强弱关系。虽然多空强弱能在一定程度上预示着行情之后可能的走势，但是多空的强弱呢是随时都会变的啊，并且市场内部交易者的结构啊也是会随时改变，这就又回到了行情是不可。
预测这个理念上啊，所以市单啊不仅仅是表面的输赢啊，更是去求证你所能理解的市场规律。这就是为什么不能通过第一笔单子的输赢啊去判断你是对的或者是错的啊，也就是说我们做单的第一仓啊往往都。
应该是很轻的，因为它只是你派出去的侦察兵，为后续大部队的行军指引一个正确的方向啊，只有当市场证明了你对了之后呢，你才有了不断加码的资格。
否则就是在赌博。
Ah, I don’t know if you have discovered a phenomenon, especially those traders who like to do intraday trading. They will pay more attention to this phenomenon, that is, when the sailing is calm and the waves will suddenly stretch or hit the market. Happening.
After that, there will be two situations, one is the rapid return of the market, and the other is to take the opportunity to bring the market to another track. Ah, in fact, this kind of market is usually fake moves made by big funds.
It is used to test the density of pending orders between long and short sides, and to discover potential long and short forces. Because using real guns and live ammunition to test the strength of the market is very effective and intuitive. Ordinary traders cannot do it.
However, this type of big test order is not often the case where many unknown traders will go to the news and try to find some basis after encountering this kind of situation. Sometimes they will forcibly associate certain news with the current market situation, and then it is very.
It's possible to get the bait, it's really unnecessary. However, even if large funds can rely on the advantages of funds, they can test the market regardless of small costs. But they still can't forget that what ultimately makes them profitable is the complete logic of their entire trading system.
Rather than a momentary long-short strong-weak relationship. Although the strength of long and short positions can to a certain extent predict the future trend of the market, the strength of long and short positions can change at any time, and the structure of internal traders in the market will also change at any time, which is back. Quotes are not available.
Forecasting is based on the concept, so the market order is not only a superficial win or loss, but also to verify the market laws that you can understand. This is why you can't judge whether you are right or wrong by winning or losing the first order, which means that we usually do the first position of the order.
It should be very light, because it is just a scout you sent out to guide the follow-up army in the right direction. Only when the market proves you are right, you will have the qualification to continue to increase.
Otherwise, you are gambling.