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.

股典钟炒股机器人系统电脑版租赁行业投资资讯:光伏单晶弩配件光伏玻璃Stock Dianzhong stock trading robot system computer version leasing industry investment information: photovoltaic monocrystalline crossbow accessories photovoltaic glass

2021-02-19

光伏单晶炉配件也短缺了，由于下游光伏装机需求旺盛，之前就出现过光伏玻璃涨价短缺的情况。弗莱特一个月就涨了一倍。
现在单机蠦需求也起来了，这就导致碳碳热场材料。郭邦等单机蠦配件一统难求，探探日常材料的机会来了。那么接下来谁能成为探探热场材料里的弗莱特？
马上见效。
热场材料是单晶炉里必不可少的配件。我国在这方面起步较晚，在光伏行业发展前期，单晶拉制炉、多晶铸锭炉、热场系统部件材料。
主要采用国外进口的高纯、高强等净压石墨。
但是石墨热场系统成本高，不符合光伏行业降成本扩规模的发展方向，特别是在单晶炉拉直庐的容量从十六英寸至二十英寸热场。
快速发展到现在的二十六英寸和二十八英寸。热场后等降压什么的脆性已经在安全性方面不能适应大热场的使用要求，因此。
逐渐被碳基复合材料取代。
由于碳基复合材料的研发和制造技术壁垒高，目前市面上能够找到的做热场材料的公司并不多，其中一家就是在科创板上市的金箔股份。
本周已经涨了近百分之五十。
但是毕竟太高，公司的探探日产材料预计将于明年建成投产，新增年产六百五十吨碳碳热场材料，预计建产能是金箔的三倍。
并且价格比金帛便宜得多。随着光伏产业持续高速增长，公司的成长空间将更加光伏。
There is also a shortage of photovoltaic monocrystalline furnace accessories. Due to the strong demand for downstream photovoltaic installations, there has been a shortage of photovoltaic glass prices before. Fleet doubled in a month.
Now the demand for stand-alone machines is also rising, which leads to carbon-carbon hot-field materials. Guo Bang and other stand-alone parts are hard to find, and the opportunity to explore everyday materials is here. So who will become the Flett in Tantan Hot Field Materials?
Effective immediately.
The thermal field material is an indispensable accessory in the single crystal furnace. my country started late in this regard. In the early stage of the development of the photovoltaic industry, single crystal drawing furnaces, polycrystalline ingot casting furnaces, and thermal field system component materials.
Mainly use imported high-purity, high-strength, net pressure graphite.
However, the high cost of the graphite thermal field system is not in line with the development direction of the photovoltaic industry to reduce costs and expand the scale, especially in the single crystal furnace straightening room whose capacity is from 16 inches to 20 inches.
Rapid development to the current 26 inches and 28 inches. The brittleness of waiting for pressure reduction after the thermal field has been unable to meet the requirements of the use of large thermal fields in terms of safety, therefore.
Gradually replaced by carbon-based composite materials.
Due to the high technical barriers to the R&D and manufacturing of carbon-based composite materials, there are not many companies that can be found in the market to make thermal field materials. One of them is the gold foil shares listed on the Science and Technology Innovation Board.
It has risen by nearly 50% this week.
But after all, it is too high. The company's Tantan Nissan material is expected to be completed and put into production next year, with an additional annual output of 650 tons of carbon-carbon thermal field materials, which is expected to have a production capacity three times that of gold foil.
And the price is much cheaper than Jinbo. As the photovoltaic industry continues to grow rapidly, the company's growth space will be more photovoltaic.