股 典钟炒股机器人系统电脑版行业投资资讯：粮食产业玉米种子Dianzhong Stock Trading Robot System Computer Edition Industry Investment Information: Corn Seed for Grain Industry

2021-02-28

二零二一年到了，新年新气象，在这里首先祝大家抓大牛避雷坑账户长虹，万事大吉。关于今年行情的看法，目前机构普遍看好春季躁动。
那么具体会有哪些机会？接下来我会陆续给大家分享。所以一定要关注每年一号文都是关于农业的，历来农业板块也有春季行情的传统。
所以我们新年第一个视频就来聊农业。
目前农业最核心的话题就是粮食安全，不仅放到了首要位置，并且还反复强调这里面种业最近首次提到。
要坚决打好种业翻身仗。很多人觉得奇怪，我们杂交水稻产量那么高，怎么种业还要翻身？
那只是杂交水稻，从全球种子市场份额来看，前几位没有一家中国公司，像我们用的玉米种子很多都是belt。
而玉米在种子市场的份额又是最高的，达到百分之二十三。所以要打好种业的翻身仗，关键就在玉米种子。
并且经过近几年的供给侧改革，玉米种子库存处于低位。考虑到今年玉米种植效益明显提升以及生猪存栏恢复带来的饲用需求的回暖。
玉米种子需求将明显增加，供需的矛盾也将会推动玉米种子的行情。接下来的机会我们就要在玉米种子里找。
其中一家公司玉米种子国内领先，并且在玉米转基因技术方面储备丰富。在这场玉米种子的翻身账中转基因。
就是农业的关键核心技术随着应用的不断深入，公司有望直接受益。
2021 is here, and the new year is new. Here, first of all, I wish you all the best for catching the account of Daniu lightning pit Changhong. Regarding the views on the market this year, institutions are generally optimistic about the spring disturbance.
So what are the specific opportunities? Next, I will share with you one after another. Therefore, we must pay attention to the annual No. 1 document is about agriculture, and the agricultural sector has always had the tradition of spring market.
So we will talk about agriculture in the first video of the new year.
At present, the core topic of agriculture is food security, which not only puts it in the first place, but also repeatedly emphasizes that the seed industry has mentioned it for the first time recently.
We must resolutely fight the seed industry's turnaround. Many people find it strange that our hybrid rice output is so high, why the seed industry has to turn around?
That's just hybrid rice. From the perspective of the global seed market share, the top few do not have a Chinese company. Many of the corn seeds we use are belts.
And the share of corn in the seed market is the highest, reaching 23%. Therefore, the key to a good turnaround in the seed industry lies in corn seeds.
And after supply-side reforms in recent years, corn seed stocks are at a low level. Taking into account the significant increase in corn planting efficiency this year and the recovery of feed demand brought about by the restoration of pig stocks.
The demand for corn seeds will increase significantly, and the contradiction between supply and demand will also promote the market for corn seeds. We will look for the next opportunity in corn seeds.
One of the companies is the domestic leader in corn seeds and has abundant reserves of corn genetically modified technology. Genetically modified in this turning over of corn seeds.
It is the key core technology of agriculture, as the application continues to deepen, the company is expected to directly benefit.

股典钟炒股机器人系统电脑版租赁行业投资资讯：国防军工产业链Stock Dianzhong Stock Trading Robot System Computer Edition Leasing Industry Investment Information: National Defense Industry Chain

2021-02-27

新的一年还有哪些机会？今天来聊聊军工，前不久刚提出了确保二零二七年实现建军百年奋斗目标这全新百年目标。
这笔此前曾提出的在二零三五年实现国防和军队现代化时间节点进一步提前，而要实现这个目标，我们就需要加快武器装备现代化。
加快升级换代和智能化发展未来新型先进武器装备采购数量有望显著提升，相关军工产业链有望受益。具体有哪些呢？
军机就是其中之一。数量方面，目前我国军机数量是三千两百六十架，而美军是一万三千两百三十二架，是我们的四倍。结构方面，我军军机以二代机、三代机为主。
四代机歼二零仅列装了十九架，而美军已经拥有一百七十七架f 二十二和一百九十六架f 三十五，并且我们周边的日韩陆续采购f 三十五，使得我们在四代机竞争中逐渐失去优势。
因此接下来四代机的短板有望尽快补上，数量有可能明显增加，这就带来了歼二零产业链的机会。其中一家公司是国内唯一一家。
战斗机整机标的，并且航母上的舰载机也是公司提供。未来五年，随着空军和海军的发展，公司的成长空间将更加广。
What are the opportunities in the new year? Let’s talk about the military industry today. Not long ago, I just put forward the brand new century-old goal of ensuring the achievement of the century-old goal of building the army by 2027.
This previously proposed time point for the realization of national defense and military modernization in 2035 is further advanced. To achieve this goal, we need to accelerate the modernization of weapons and equipment.
Accelerate the upgrading and intelligent development of the future. The number of new advanced weapons and equipment purchases is expected to increase significantly, and the relevant military industry chain is expected to benefit. What are the specifics?
Military aircraft is one of them. In terms of quantity, the current number of my country's military aircraft is 3,260, while the number of US military aircraft is 13,232, which is four times ours. In terms of structure, our military's military aircraft are mainly second-generation and third-generation aircraft.
The fourth-generation J-20 has only 19 installed, while the US military already has 177 f 22 and 196 f 35, and our neighboring Japan and South Korea have successively purchased f 3 Fifteenth, we gradually lose our advantage in the competition of fourth-generation machines.
Therefore, the shortcomings of the next four generations of aircraft are expected to be made up as soon as possible, and the number may increase significantly, which brings opportunities for the J-20 industry chain. One of these companies is the only one in China.
The entire fighter aircraft is the standard, and the carrier-based aircraft on the aircraft carrier is also provided by the company. In the next five years, with the development of the Air Force and Navy, the company's growth space will be broader.

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.