股典钟炒股机器人系统电脑版租赁行业投资资讯：新能源动力电池Stock Dianzhong Stock Trading Robot System Computer Edition Leasing Industry Investment Information: New Energy Power Battery

2021-02-26

特斯拉要涨价了。最近，特斯拉中国高管表示，特斯拉国产化率目标已基本实现，未来继续降价可能性不大。如果未来原材料或零部件价格出现上涨。
特斯拉电动车也不是没有涨价，可能要知道这两年特斯拉降价，可是刹都刹不住。从去年十月到今年十月这一年时间里。
国产model 三一共经历了五次调价，以标准续航后驱升级版车型为例，其价格由最初的三十五点五八万元降到目前的二十四点九九万元。
降了近十一万，这次真的要涨价了吗？未必。尽管经历多次降价，特斯拉毛利率仍然很高。据测算，国产model 三的成本大概是十八点八七万元。
每台车利润是六点一二万元，毛利率百分之二十五。与同行相比，这已经很高了。比亚迪毛利率百分之二十左右，上期更低只有百分之十左右。
在model 三的成本中，电池成本占了百分之三十八，而动力电池价格下降是必然趋势。预计到二零二六年，动力电池市场平均价格。
将降到一百美元每千瓦时，特斯拉的电池成本只会更低，并且根据特斯拉自己的目标，到二零二五年，电池包成本有望从零点八一元每瓦时。
降低一半到零点三九元每瓦时，以入门级model 三为例，每台车的电池包成本将由四点五万元下降到二点一万元，降低一半以上。
按照这个计划，到时候特斯拉可能会比燃油车还便宜。马斯克自己都说大约三年内就能制造出价格两万五千美元的全自动驾驶汽车。
相当于人民币十六万元左右，不到二十万。而要实现这个目标，特斯拉的产销量还要再上一个台阶。面对明年开始的新能源车补贴退坡。
相比于涨价，特斯拉再一次降价的可能性反而更大一些。
Tesla is going to increase prices. Recently, Tesla China executives said that the goal of Tesla's localization rate has been basically achieved, and it is unlikely that prices will continue to be reduced in the future. If the price of raw materials or parts rises in the future.
Tesla electric cars are not without price increases. You may need to know that Tesla has cut prices in the past two years, but it hasn't stopped. From October last year to October this year.
The domestic model Sany has undergone five price adjustments. Taking the upgraded version of the standard battery life rear-drive model as an example, its price has dropped from the initial 355.8 million yuan to the current 249900 yuan.
It has dropped by nearly 110,000. Is the price really going to increase this time? not necessarily. Despite many price cuts, Tesla's gross profit margin is still high. According to calculations, the cost of the domestic model 3 is about 188,700 yuan.
The profit per vehicle is 61,200 yuan, and the gross profit margin is 25%. Compared with peers, this is already very high. BYD's gross profit margin was about 20%, which was only about 10% lower in the previous period.
In the cost of Model 3, battery costs accounted for 38%, and the decline in power battery prices is an inevitable trend. It is estimated that by 2026, the average market price of power batteries.
Will drop to one hundred dollars per kilowatt-hour, Tesla’s battery cost will only be lower, and according to Tesla’s own goals, by 2025, the battery pack cost is expected to be from 0.81 yuan per watt hour .
Reduce by half to 0.39 yuan per watt-hour. Taking the entry-level Model 3 as an example, the cost of battery packs per car will be reduced from 45,000 yuan to 210,000 yuan, which is more than half.
According to this plan, Tesla may be cheaper than gasoline vehicles. Musk himself said that in about three years, a fully self-driving car with a price of US$25,000 can be manufactured.
It is equivalent to about RMB 160,000, which is less than 200,000. To achieve this goal, Tesla's production and sales have to go to a higher level. Facing the decline in subsidies for new energy vehicles starting next year.
Compared to price increases, Tesla is more likely to cut prices again.

股典钟炒股机器人系统电脑版租赁行业投资资讯:新能源充电桩Stock Dianzhong stock trading robot system computer version leasing industry investment information: new energy charging pile

2021-02-25

特斯拉超充工厂最新消息，位于上海临港新区的特斯拉超级充电桩工厂正在紧张施工中，设备安装已初具雏形，很快就要投产。
继新能源车之后，充电桩的机会也要来了。截至二季度，我国新能源车保有量是四百一十七万辆，而充电桩保有量仅有五十六万个。
车桩比七比一，充电桩严重不足，巨大的需求缺口也意味着广阔的市场前景。按照新能源车产业发展规划。
到二零二五年，我国新能源车渗透率要提高到百分之二十，现在只有百分之五，还有四倍的成长空间，这也将带来充电桩的快速增长。
按照目前一车一桩的政策目标，预计到二零三零年，我国充电桩的保有量将达到两千九百八十一万个，是现在的。
十八位。所以接下来充电桩将享受新能源车增长和配置比例提高的双重利好。新能源车里走出了比亚迪这样一年三倍的公司。
接下来，充电桩有望复制新能源车的表现，其中一家公司是国内充电桩的龙头企业，充电桩总量全国第一。
充电量在过去四年里增速高达百分之一百零五。特斯拉充电桩年产只有一万个，与目前三百万的需求缺口相比，几乎可以忽略。
而公司作为国内充电桩龙头会更加。
The latest news from Tesla's supercharger factory is that the Tesla Supercharger Pile Factory in Shanghai's Lingang New Area is under intense construction. The equipment installation has begun to take shape and will soon be put into operation.
Following the new energy vehicles, the opportunity for charging piles is also coming. As of the second quarter, the number of new energy vehicles in my country was 4.17 million, while the number of charging piles was only 560,000.
The vehicle pile ratio is seven to one, the charging pile is seriously insufficient, and the huge demand gap also means a broad market prospect. According to the new energy vehicle industry development plan.
By 2025, the penetration rate of new energy vehicles in my country will increase to 20%. Now it is only 5%. There is still four times the room for growth. This will also bring about the rapid growth of charging piles.
According to the current policy goal of one vehicle, one pile, it is estimated that by 2030, the number of charging piles in my country will reach 29.81 million, which is now.
Eighteen. Therefore, charging piles will enjoy the dual benefits of the growth of new energy vehicles and the increase in the allocation ratio. New energy vehicles are out of a company that triples in a year like BYD.
Next, charging piles are expected to replicate the performance of new energy vehicles. One of the companies is a leading domestic charging pile company, and the total number of charging piles is the first in the country.
The charging capacity has increased by 105% in the past four years. The annual output of Tesla charging piles is only 10,000, which is almost negligible compared with the current demand gap of 3 million.
As the leader of domestic charging piles, the company will be even more.

股典钟炒股机器人系统电脑版租赁行业投资资讯:国际空间站工程Stock Dianzhong Stock Trading Robot System Computer Edition Leasing Industry Investment Information: International Space Station Project

2021-02-21

天宫空间站要来了，目前我国空间站建造任务已经全面开启，空间站试验核心舱和发射用的长征五号b 遥二火箭的研制工作已经完成。
明年春季将发射核心舱航天板块的机会来了，军工板块导弹需求催生了洪都航空半年三倍的航天。接下来空间站的建造需求带动下。
谁能成为航天板块的航空马上揭晓。我国一九九二年提出了载人航天三步走发展战略，第一步，发射载人飞船已经完成。
第二步，航天员出舱活动空间，飞行器交会对接发射空间实验室这步也已经完成，而现在正在进行的就是第三步建造。
空间站未来两年，我国将进行多达十一次的高密度发射，预计二零二二年前后完成空间站在轨建造计划。另外。
国际空间站已经出现多次漏气事故，很可能在二零二四年被迫退役，到那时候地球外太空可能就只有我国的空间站还在运行。
目前已经有来自十七个国家、二十三个实体的九个项目入选天宫空间站的工程，后续类似项目还将越来越多，这将进一步加速我国航天领域的发展。
所以一方面是近期我们建造空间站的巨大需求，另一方面是长期国际空间站退役转移过来的需求，两方面因素将持续推动。
航天使用，那么究竟有哪些公司会受益呢？其实负责空间站建设的基本上都是各大航天院所，比如明年春季即将发射的核心舱。
就是航天五院负责。值得关注的是，这些院所下属的上市公司，其中一家公司由航天五院控股，主要负责小卫星的制造，并。
且公司在卫星通信领域也有布局未来随着我国航天市场的快速发展，公司的成长空间将更加广阔。
The Tiangong space station is coming, and the construction of my country's space station has been fully launched. The development of the space station's test core module and the Long March 5b Yao-2 rocket for launch has been completed.
The opportunity to launch the core module aerospace sector next spring is here. The demand for missiles from the military sector has given birth to Hongdu Aviation’s three times as many aerospace in half a year. Next, the construction demand of the space station was driven.
Who can become the aerospace sector of aviation will be announced immediately. my country proposed a three-step development strategy for manned spaceflight in 1992. The first step is to launch a manned spacecraft.
The second step is for the astronauts to move out of the space, the rendezvous and docking of the aircraft and the launch of the space laboratory have also been completed, and the third step of construction is now underway.
In the next two years, my country will conduct as many as eleven high-density launches of the space station. It is expected that the space station orbit construction plan will be completed around 2022. In addition.
The International Space Station has experienced multiple air leaks and it is likely to be forced to decommission in 2024. By that time, only my country's space station may still be operating in outer space.
At present, nine projects from 17 countries and 23 entities have been selected for the Tiangong Space Station, and there will be more and more similar projects in the future, which will further accelerate the development of my country's aerospace field.
Therefore, on the one hand, there is the huge demand for our space station construction in the near future, and on the other hand, the demand transferred from the long-term international space station decommissioning. Both factors will continue to promote.
Aerospace use, so which companies will benefit? In fact, the major aerospace institutes are basically responsible for the construction of the space station, such as the core module that will be launched next spring.
It is the 5th Academy of Aerospace in charge. It is worth noting that one of the listed companies affiliated to these institutes is controlled by the Fifth Aerospace Academy and is mainly responsible for the manufacture of small satellites.
And the company also has a layout in the field of satellite communications. With the rapid development of my country's aerospace market in the future, the company's growth space will be broader.