2021-02-07
光伏又有利好,高瓴一百五十八亿拿下隆基百分之六股权,成了第二大股东。隆基股份今天高开高走封板,但是隆基太高了。
今年已经快三倍了。既然光伏行业的景气周期向上,我们就可以沿着光伏产业链继续来挖掘。那么接下来还有谁能接力容积?
别着急,接着往下听。顶级私募投资光伏,反映了大佬们也认可了光伏行业的发展趋势。按照现在定下来的目标,到二零三零年,光伏装机容量要达到十二亿千瓦。
现在是四点四亿千瓦,还有两倍的增长空间,这对整个光伏产业链来说都是机会。前面我们已经聊过光伏h i t 技术升级。
主材。今天我们来聊聊逆变器,用于把太阳能电池发出的直流电转化为交流电,被称为光伏发电系统的心脏,是光伏电站。
最核心的部件之一在全球光伏硅片市场,我国占据了百分之九十以上的市场份额,而逆变器的全球出货占比还不到百分之六十。
在光伏客环节中占比最低,不过增长潜力也最大。随着国内企业加快海外客户拓展与渠道布局,并凭借更快的技术迭代。
预计两三年内,国产逆变器全球份额将会提高到百分之八十以上。这笔光伏其他环节的提升空间都要大。阳光电源今年已经六倍,公司。
做的就是光伏逆变器,但是阳光电源现在已经高了。对标阳光电源我也找到一家还在低位的光伏逆变器公司,公司光伏逆变器市场份额。
亚洲前三,并且欧洲、中东市场也即将进入放量期,目前在手订单充足,并且公司提前布局光储结合黄金赛道。
未来有望成为公司新的业务增长点。接下来随时。
Photovoltaic is also good, Hillhouse's 15.8 billion won 6% of Longji's equity and became the second largest shareholder. LONGi opened higher and closed the board today, but LONGi was too high.
This year has almost tripled. Since the boom cycle of the photovoltaic industry is upward, we can continue to explore along the photovoltaic industry chain. So who else can relay the volume next?
Don't worry, then continue listening. Top-level private equity investment in photovoltaics reflects that bigwigs have also recognized the development trend of the photovoltaic industry. According to the goal set now, by 2030, the installed photovoltaic capacity will reach 1.2 billion kilowatts.
Now it is 440 million kilowatts, and there is still room for double growth. This is an opportunity for the entire photovoltaic industry chain. We have already talked about the upgrade of photovoltaic hi t technology.
Main material. Today we are going to talk about inverters, which are used to convert the direct current generated by solar cells into alternating current. They are called the heart of photovoltaic power generation systems and are photovoltaic power plants.
One of the most core components is the global photovoltaic silicon wafer market. my country occupies more than 90% of the market share, while the global shipments of inverters account for less than 60%.
It has the lowest proportion in the photovoltaic customer segment, but the growth potential is also the largest. As domestic enterprises accelerate overseas customer expansion and channel layout, and rely on faster technological iterations.
It is expected that within two to three years, the global share of domestic inverters will increase to over 80%. There is much room for improvement in other aspects of photovoltaics. Sungrow has six times this year, the company.
What is done is a photovoltaic inverter, but Sungrow is now high. To benchmark Sungrow, I also found a photovoltaic inverter company that is still at a low level, and its market share in photovoltaic inverters.
The top three in Asia, and the European and Middle East markets are also about to enter a period of heavy volume. Currently, there are sufficient orders in hand, and the company has deployed the optical storage and gold track in advance.
It is expected to become the company's new business growth point in the future. Anytime next.
十天内至少一个涨停板的炒股机器人系统电脑版就是倍儿爽Beiershuang
2021-02-06
A股注册制全面铺开,企业上市容易退市也很快。业绩不好的垃圾股将会很快退市。未来股票将以价值投资为导向,预测有可能恢复T+0和取消涨跌幅限制的交易机制,股典钟炒股机器人系统电脑版交易系统也做出了调整,基本面分析进行了修改,增加了估值体系,增加了涨跌的预测功能(预测功能的准确率在80—90%左右没有100%的准确率)。调整后的系统适合短、中、长线操作,短线可实现十天之内字少一个涨停板,预期一个月至少可达20个点以上的收益。
The A-share registration system is fully rolled out, and it is easy for companies to go public and delist them quickly. Junk stocks with poor performance will be delisted soon. In the future, stocks will be value-oriented. It is predicted that it is possible to restore T+0 and cancel the trading mechanism of price limit. The computer version of the stock trading robot system has also been adjusted, and the fundamental analysis has been revised and added. The valuation system has been added, and the ups and downs forecast function has been added (the accuracy of the forecast function is around 80-90% without 100% accuracy). The adjusted system is suitable for short-, medium-, and long-term operations. In the short-term, one less daily limit can be achieved within ten days, and it is expected that at least 20 points per month can be achieved.
2021-02-06
光伏行业还有一条新赛道,它看起来不起眼,但是对发电效率的影响比光伏组件升级换代还要大。下一个隆基股份极有可能在这里诞生。
你知道是什么吗?别着急,接着往下听。光伏,光伏自然要依靠太阳发电,这就面临一个问题,就是太阳照射角。
最好的角度当然是垂直的,但是日出东方却落于西,这个改变不了,你总不能让电池板追着太阳跑吧。你还真说对了。
现在的太阳能电池板真就能追着太阳跑。这就是我们今天要说的光伏隐形赛道跟踪支架,他通过监视太阳运动方向。
控制支架系统追踪太阳运动作用有多大呢?来看看数据单轴跟踪支架可将发电量提高百分之十到百分之三十。
双轴跟踪支架更是能增加百分之四十的发电量,这效果比光伏组件升级换代还要好。现在光伏行业逐渐向追求效益转变。
跟踪支架成长潜力巨大。二零一七年,全球跟踪支架占比是百分之十六,预计到二零二三年占比将提高到百分之四十二。我国目前跟踪支架普及率是百分之十六。
要达到国际水平,到二零三零年渗透率至少还有两倍的增长空间。再叠加光伏装机的旺季,跟踪支架将享受光伏行业的双重利好。
光伏组件升级换代走出了隆基股份这样两年七倍的公司,接下来跟踪支架有望成为光伏下一条黄金赛道。其中一家公司。
是国内光伏跟踪支架的龙头,连续三年公司产能利用率高于百分之百,订单多到手软。产品不仅畅销国内,还远销欧美等成熟市场。
随着全球进入光伏装机高峰,公司的成长空间将会更加广阔。
There is also a new track in the photovoltaic industry. It looks inconspicuous, but its impact on power generation efficiency is even greater than the upgrading of photovoltaic modules. The next Longji shares are very likely to be born here.
Do you know what it is? Don't worry, then continue listening. Photovoltaics. Photovoltaics naturally rely on solar power generation. This faces a problem, which is the angle of sun exposure.
The best angle is of course vertical, but the sunrise falls in the east to the west. This cannot be changed. You can't let the solar panels run after the sun. You are really right.
Today's solar panels can really chase the sun. This is the photovoltaic stealth track tracking bracket we are talking about today. It monitors the direction of the sun's movement.
How effective is the control bracket system to track the sun's movement? Let's take a look at the data. The single-axis tracking bracket can increase power generation by 10 to 30%.
The dual-axis tracking bracket can increase the power generation by 40%, which is even better than the upgrade of photovoltaic modules. Now the photovoltaic industry is gradually shifting to the pursuit of efficiency.
The growth potential of the tracking stent is huge. In 2017, the global tracking bracket accounted for 16%, and it is expected that the share will increase to 42% by 2023. The current penetration rate of tracking stents in my country is 16%.
To reach the international level, the penetration rate has at least twice the room for growth by 2030. In addition to the peak season of photovoltaic installations, the tracking bracket will enjoy the dual benefits of the photovoltaic industry.
The upgrade of photovoltaic modules has stepped out of a company like Longi, which is seven times the number in two years, and the tracking bracket is expected to become the next golden track for photovoltaics. One of the companies.
It is the leader of the domestic photovoltaic tracking bracket. The company's capacity utilization rate has been higher than 100% for three consecutive years, and the orders have been soft. The products are not only sold well in China, but also exported to mature markets such as Europe and America.
As the world enters the peak of photovoltaic installations, the company's growth space will be broader.
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