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.
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.
2021-04-02
咱们呢要讲怎么去抓翻倍的腰骨,怎么去做龙头骨,要把这个问题啊给彻底的讲透。八年翻了一万倍的赵老哥。
也是按照这个方法去做的。如果你想感受腰骨的刺激,想享受十厘米的惊喜,那么请你现在静下心来花五分钟的时间把看完。
五分钟等不了,别啰嗦了,你直接给我说谁能十厘米不就完了吗?只要有这种想法的朋友,只有一个地方适合你去,那就是杀猪盘。
大家要记住,方法永远比结果更重要。一个腰部的起飞全过程啊,一定会经历四个阶段。第一个阶段,酝酿阶段,第二个阶段,风口阶段,第三个阶段爆发阶段。
第四个阶段,退潮阶段。那么捉妖高手们呢他们都会选择在酝酿阶段耐心等待,在封口阶段擦亮眼睛,在爆发阶段果断出击。
在退潮阶段果断出局,完成整个操作。这四个阶段我们必须把它清清楚楚的讲透,讲明白,你才能彻底明白腰骨。
从生长到死亡的生命逻辑,你就不会像个无头苍蝇一样,整天毫无章法的盲目追高,不但没有追到妖啊,反而让妖怪给你宰了。
其中呢这四个阶段的风口阶段是最重要的。大风出大腰,小风出小腰。如果说没有风口,你去捉妖下场一定很惨。
那么大家都知道一九年的五g 风口啊,成就了东方通信的十倍神话。那么二零年的注册制二十厘米新规炒作。
才能炒作出来。天山生物两个月翻七倍的神话。那么有了近期的碳中和的风口,才能让近期出现全。
神魔乱舞的这个局面你一定要明白,不是腰骨厉害,而是大风口,让腰骨变得很厉害,大风口才能激发出。
市场的炒作人气,那么没有风怎么办?没有风啊,你就休息等风来。张盟主说的好学不会空仓,你就永远学,不会去战斗。
那么风来了之后,该怎么去选股呢?那么怎么知道谁是风口上的大妖呢?大妖都有三个必要条件,第一。
盘子呀要小腰股都是小盘股,因为炒作腰股的这个主力啊都是私募和游资。因为啊他们的这个资金体量都非常的小。
他们只能选择流通盘在十亿左右的小盘股,像中石油这样的呀,他们肯定不会去考虑。第二,价格要长期超跌。
注意是长期超跌,长期要长多长时间呢?大家都知道横有多长,竖有多高,没有三年以上的因跌呀,你就不要考虑。
那么要超跌到什么程度呢?从历史最高点打一到两折,大家呀去可以看看啊,之前的东方通信。
天山生物包括近期的这个某某节能,是不是都符合刚才说的这个必要条件。最关键的是第三点。
必须要放量突破,没有突破重要压力位的腰骨啊都是耍流氓。而在这个成交量的突破啊没有成交量的突破。
很多都是假突破。那么好,这个找到了符合以上三点的这个标的,那么该怎么介入呢?那么万一介入失败了,该怎么止损呢?
介入成功之后,吃了大肉该怎么去止盈呢?关注我后期干货,咱们持续推出。
Let's talk about how to grab a doubled waist bone, how to make a dragon skull, and we must thoroughly explain this issue. Brother Zhao, who has doubled ten thousand times in eight years.
It is also done according to this method. If you want to feel the stimulation of the waist and want to enjoy the surprise of ten centimeters, then please calm down and spend five minutes to finish watching.
Can't wait for five minutes, don't be fussy, can you just tell me who can do it for ten centimeters? As long as friends with this kind of thinking, there is only one place for you to go, and that is to kill pigs.
Everyone must remember that the method is always more important than the result. The whole process of a waist takeoff will definitely go through four stages. The first stage is the brewing stage, the second stage is the tuyere stage, and the third stage is the outbreak stage.
The fourth stage is the ebb stage. Then the masters of monster catchers will choose to wait patiently during the gestation phase, keep their eyes open during the sealing phase, and attack decisively during the outbreak phase.
Decisively exit during the low tide stage and complete the entire operation. We must explain these four stages clearly and clearly, so that you can fully understand the waist.
From the life logic of growth to death, you will not be like a headless fly, chasing high blindly all day long, not only did you not chase the monster, but let the monster kill you.
Among them, the four-stage tuyere stage is the most important. The big wind comes out of the big waist, the small wind comes out of the small waist. If there is no outlet, you must end up miserably when you go to catch the demon.
Everyone knows that the five-g tuyere in 19 years has achieved the tenfold myth of Eastern Communications. So the 20-centimeter new regulation of the registration system in 2020 is hype.
In order to make a speculation. The myth that Tianshan creatures have increased sevenfold in two months. Then, only with the recent carbon-neutral vent, can the near-term emergence of fullness.
You must understand this situation of the gods and demons flurry, not the waist bone is powerful, but the big wind vent, let the waist become very powerful, and the big wind vent can be stimulated.
The hype in the market, so what should I do if there is no wind? There is no wind, so rest and wait for the wind to come. Zhang Mengzhu said that being studious will not be empty, you will always learn and will not fight.
So after the wind comes, how to choose stocks? So how do you know who is the big demon on the wind? The big demon has three necessary conditions, first.
Small-cap stocks are all small-cap stocks, because the main players in the speculation of waist stocks are all private equity and hot money. Because their funds are very small.
They can only choose small-cap stocks with a circulation of about one billion yuan. They will definitely not consider them like PetroChina. Second, prices will oversold for a long time.
Pay attention to the long-term oversold. How long will it take? Everyone knows how long the horizontal is and how high the vertical is. You don't think about it if you don't have a drop of more than three years.
So to what extent should it be oversold? You can get one to two discounts from the highest point in history. You can check out the previous Eastern Communications.
Tianshan Biology, including the recent XX energy-saving, do they all meet the necessary conditions just mentioned? The most critical point is the third point.
It is necessary to make breakthroughs in a large amount, and the waist bones who have not broken through the important pressure point are all hooligans. And in this volume breakthrough, there is no volume breakthrough.
Many are false breakthroughs. So good, this has found the target that meets the above three points, then how should we intervene? So if the intervention fails, how to stop the loss?
After the intervention is successful, how to stop profit after eating big meat? Pay attention to my later dry goods, and we will continue to launch them.