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2021-04-01
炒股每年的每一个月都会有一些固定的机会和风险。今天给大家科普一下,一月份要关注农业板块,因为一月发布一号文件,多数呢都利好农业。
二月份的临近春节,吃的好,穿的好,喝的好。所以说呢要关注白酒消费和食品。三月份呢是重要会议时间。
要关注会议出台的重大政策,抓紧布局。炒股一定要听党的话,跟党走,你才能吃到肉。四月份呢是一季度和去年年报披露的时间。
庄家和机构为了防止踩雷呢,往往这个时候会集中进入传统的大白马股,所以呢四月份一定要扔掉垃圾。
拥抱蓝筹。五月六月,由于一年已经过了一半,银行呢要集中回收流动性,从而会导致股市失血。
所以五穷六绝,五月六月咱们统一洗洗去睡觉,关注我,咱们下期讲讲七翻身。
There are certain fixed opportunities and risks in stocks every month of the year. Today, I will give you a popular science. In January, we should pay attention to the agricultural sector. Because the first document is released in January, most of them are good for agriculture.
The Spring Festival is approaching in February. Good food, good clothes and good drinks. So we should pay attention to liquor consumption and food. March is an important meeting time.
It is necessary to pay attention to the major policies issued by the conference and pay close attention to the layout. You must listen to the party and follow the party when you are trading in stocks, so that you can eat meat. April is the time when the first quarter and last year's annual reports were disclosed.
In order to prevent thunderstorms, dealers and institutions often concentrate on entering the traditional white horse stocks at this time, so they must throw out the garbage in April.
Embrace the blue chip. In May and June, since half of the year has passed, banks have to concentrate on recovering liquidity, which will cause blood loss in the stock market.
Therefore, in May and June, we will wash and go to sleep together. Follow me. We will talk about turning over in the next issue.
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.