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

2021-03-21

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。
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 增幅。
他对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动力。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。如果你还不知道具体有哪些优秀的公司可以点头像进去，在关注列表里找小助理领取我们整理好的资料。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霜花平台之一，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。
更显示出对未来发展的。
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 forms that promote the development of productive forces can be said to be numbers.
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 was much higher than the growth rate of gdp over the same period.
His contribution to g d p growth has surpassed that of the tertiary industry and has become an important driving force for my country's economic development. The rise of the digital economy is an inevitable trend. Catalyzed by the new digital infrastructure policy.
Those 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 cloud computing, big data, industrial internet, internet of things, artificial intelligence.
In terms of any one of these developments, many excellent companies can be unearthed.
So this is a big enough thread, and there will be many opportunities in the future. If you don’t know the specific excellent companies, you can click the avatar to enter, and find the assistant in the follow list to receive the information we have compiled. One of these companies is the leader of e r p.
Its industrial Internet platform is one of the top ten domestic Frost Flower platforms, and through acquisitions to expand the cloud service ecosystem, traditional industries cannot achieve digital transformation. In the recent market adjustments, the company has also thrown out a large repurchase plan.
It also shows the future development.

股典钟涨停王行业投资资讯：军工隐形赛道炭纤维Stock Code Clock Daily Limit King Industry Investment Information: Military Industry Stealth Track Carbon Fiber

2021-03-16

军工还有一条隐形赛道。前面我们讲过目前战斗机的发展重点在先进新型战斗机，比如歼二零这些先进新型战斗机有一个特点就是轻量化。
这是提高战斗机性能的关键，而要实现轻量化，就要在材料上面下功夫。这就是接下来要说的军工隐形赛道，碳纤维以美f 系列战斗机为例。
从f 十二a 到f 二十二碳纤维复合材料的比重从百分之一增加到百分之二十四，四代战机f 三十五碳纤维复合材料的使用比例更是高达百分之三十六。
可见，碳纤维复合材料对发展新型战斗机重要性有多大？我们的歼二零战机机身、机翼垂尾压抑等采用了大量碳纤维，其碳纤维复合材料占比达到百分之二十七。
从歼八的百分之一到歼二零的百分之二十七，这就带来了军用碳纤维复合材料的巨大发展空间。并且目前我们有超过三成的战斗机是已经不适合现代化战争的二代战机。
这些战斗机接下来将逐渐被新型战机所取代，由此带来的碳纤维增长空间预计有八到十倍。不过碳纤维不是谁都能做。
他的技术门槛非常高，高端碳纤维领域技术主要掌握在美国等少数发达国家手里。所以过去这些年里，尽管我们碳纤维需求占了全球三分之一以上。
但是自给率严重不足。二零一九年碳纤维复合材料中有百分之七十一的份额来自进口。现在这种情况要变一变了，我们的高端碳纤维领域已经取得技术突破。
尤其是军用领域，必须使用国产材料，这就促使了我们军用碳纤维的发展。碳纤维接下来有望成为军工的黄金赛道。其中一家公司是国内首家实现高端碳纤维产品技术突破的单位。
目前公司的产品已经广泛应用在航空航天领域，随着军工装备现代化加速以及高端碳纤维材料的国产化推进，公司的成长空间有望。
The military industry also has an invisible track. Earlier, we said that the current development of fighter jets focuses on advanced new fighters. For example, the J-20 advanced new fighters have a feature of lightweight.
This is the key to improving the performance of fighter jets, and to achieve lightweight, it is necessary to work hard on materials. This is the military stealth track we will talk about next. The carbon fiber takes the US f-series fighter as an example.
From f12a to f22, the proportion of carbon fiber composite materials has increased from 1% to 24%, and the proportion of carbon fiber composite materials used in the fourth-generation fighter f 35 is as high as 30%. six.
It can be seen that how important are carbon fiber composite materials for the development of new fighter jets? A large amount of carbon fiber is used in the fuselage and wing tail suppression of our F-20 fighter, and its carbon fiber composite material accounts for 27%.
From 1% of the J-8 to 27% of the J-20, this has brought a huge space for the development of military carbon fiber composite materials. And at present, more than 30% of our fighters are second-generation fighters that are no longer suitable for modern warfare.
These fighters will gradually be replaced by new fighters, and the resulting carbon fiber growth space is expected to be eight to ten times. But not everyone can make carbon fiber.
His technical threshold is very high, and the technology in the high-end carbon fiber field is mainly in the hands of a few developed countries such as the United States. So in the past few years, although our carbon fiber demand accounted for more than one-third of the world.
But the self-sufficiency rate is seriously insufficient. In 2019, 71% of carbon fiber composite materials came from imports. Now this situation is about to change. We have achieved technological breakthroughs in the field of high-end carbon fiber.
Especially in the military field, domestic materials must be used, which has prompted the development of our military carbon fiber. Carbon fiber is expected to become the golden track of military industry. One of these companies is the first domestic company to achieve technological breakthroughs in high-end carbon fiber products.
At present, the company's products have been widely used in the aerospace field. With the acceleration of the modernization of military equipment and the advancement of the localization of high-end carbon fiber materials, the company's growth space is expected.

股典钟涨停王行业投资资讯：军工直20产业链Stock Code Clock Daily Limit King Industry Investment Information: Military Industry Straight 20 Industrial Chain

2021-03-14

军工行情继续，前面分享的战斗机和无人机表现都不错。做过的朋友接下来认真听了这条军工的赛道，成长空间比战斗机还要大。
这是什么飞机知道吗？这就是黑鹰直升机。美军上世纪七十年代研制至今已经生产了四千五百多架，是全世界生产数量最多的直升机之一。
它有多重要呢？在美军的武装直升机里，但这个系列占比就达到了百分之五十三。为什么要说黑鹰关注我国武器装备的朋友应该都知道。
我国的直二零直升机最近两年刚刚定型，而它对标的就是黑影。美军的十吨级直升机占比高达百分之六十六点九，而我们十吨级直升机占比仅仅只有百分之四点五。
并且都是依赖进口直二零的出现，刚好可以填补我军十吨级直升机的空白。我们前面说的比战斗机成长空间更大的赛道就是直二零。
并且总数方面，我国军用直升机有一千两百七十家，而美军有八千两百八十二家是我们的近七倍。所以直升机尤其是直二零产业链有大机会。
其中一家公司是我国军用直升机的龙头。随着直二零的持续放量，公司的成长空间有望。
The military industry market continued, and the fighters and drones shared earlier performed well. Friends who have been there then listened carefully to this military industry track, and there is more room for growth than fighter jets.
Do you know what kind of plane is this? This is the Black Hawk helicopter. The U.S. military has produced more than 4,500 helicopters since it was developed in the 1970s, making it one of the most produced helicopters in the world.
How important is it? Among the armed helicopters of the US military, this series accounts for 53%. Why should I say that Black Hawk is concerned about our country's weapons and equipment should all know.
my country’s Z-20 helicopter has just been finalized in the last two years, and its target is Sombra. The US military’s 10-ton helicopters account for 66.9% of the total, while our 10-ton helicopters account for only 4.5%.
And they are all dependent on the emergence of imported direct 20, which can just fill the gap of our army's ten-ton helicopter. The track we mentioned earlier that has more room for growth than fighter jets is the straight 20.
And in terms of the total number, my country has 1,270 military helicopters, while the U.S. military has 8,282, which is nearly seven times more than ours. Therefore, helicopters, especially the direct 20 industry chain, have great opportunities.
One of these companies is the leader of my country's military helicopters. With the continuous increase in volume in the year 2020, the company's room for growth is expected.