股典钟炒股机器人系统电脑版行业投资资讯：光伏电磁新机遇Industry Investment Information: New Opportunities for Photovoltaic Electromagnetism

2021-01-27

光伏又回来了，今天价位新能中来股份都是百分之二十，怎么回事？在今天的光伏行业年度大会上传递出一个重要信息。
未来五年，光伏发电需求将远高于过去五年。要进一步调动光伏企业的积极性，这个进一步调动想来是不是意味着光伏补贴可能会超预期呢？
这么一想，光伏又有了上涨的理由。不过这次光伏的行情有点不一样。上一波的光伏玻璃这次没怎么涨，而之前不温不火的。
光伏设备已经创了新高。迈威股份最近两个月股价翻倍，为什么？因为h g t 易智捷电池设备h g t 是什么？
我们之前讲过p e r c 电池片，这是目前效益最好的电池片。而h g t 被认为是在未来将接替p r c 的下一代电池片。
h d 设备市场预计在今后五年将迎来大爆发，所以这次光伏的行情背后，其实是技术升级的逻辑。
公司是p e r c 电池激光开槽设备龙头，目前已经开始布局h g d 设备，并且股价比卖为便宜一半，接下来有望。
Photovoltaic is back again. Today, the price of Xinnengzhonglai shares is 20%. What's going on? An important message was delivered at today's annual conference of the photovoltaic industry.
In the next five years, the demand for photovoltaic power generation will be much higher than in the past five years. To further mobilize the enthusiasm of photovoltaic companies, does this further mobilization mean that photovoltaic subsidies may exceed expectations?
Thinking about it this way, PV has a reason to rise again. However, the market for photovoltaics is a bit different this time. The last wave of photovoltaic glass did not rise much this time, and it was lukewarm before.
Photovoltaic equipment has reached a new high. The stock price of Maiwei shares has doubled in the past two months. Why? Because h g t What is h g t?
We have talked about p e r c cell before, which is currently the most effective cell. And h g t is considered to be the next generation cell that will replace p r c in the future.
The h d equipment market is expected to usher in a major explosion in the next five years, so behind the PV market this time is actually the logic of technological upgrading.
The company is the leader in laser slotting equipment for p e r c batteries. It has already begun to deploy h g d equipment, and the stock price is half cheaper than the selling price.

股典钟炒股机器人系统电脑版行业投资资讯：动力煤Stock Code Clock Stock Trading Robot System Computer Edition Industry Investment Information: Thermal Coal

2021-01-26

动力煤又涨价了，主力合约价格突破二零一七年创下的历史高点，收盘在七百二十七点八元每吨，从四月份的低点到今天收盘已经涨了百分之五十。
收益杜丽美涨价，郑州煤电开盘八分钟封住涨停，一个多月来涨幅达到百分之一百四十七，煤价上涨真的停不下来，内部有环保限产和进口没收紧。
供应跟不上，外部有冷冻带来的采暖需求和经济复苏的周期性影响，需求旺盛。接下来煤炭板块的机会仍然值得关注。从煤炭产业来看，郑州煤电其实还不是最受益的。
它的产量不高，去年只有七百二十一万吨，并且它的销售费用、管理费用、财务费用三费合计占到营收百分之二十二，经营效率低下。所以即使东林美涨价，也没能阻止公司继续亏损。
第三季度还亏了五千多万，不过煤炭行业的机会是确定的，接下来选对公司就很重要了，等所有人都反应过来，那些真正有价值的公司估计也都飞起来了。
公司去年动力煤产量九千一百四十五万吨，是郑州煤电的十三倍。郑州煤电在前面打出了空间。这家公司也就有了参考，在高达近五倍的估值差距下。
市场。
The price of thermal coal has risen again. The main contract price broke through the historical high set in 2017 and closed at 7278 yuan per ton, which has risen by percent from the low point in April to today’s close. fifty.
Revenue Du Limei raised prices. Zhengzhou Coal and Electricity closed the daily limit for eight minutes after the opening. The increase has reached 147% in more than a month. The rise in coal prices really cannot be stopped. There are environmental protection restrictions on production and import confiscations.
Supply can't keep up. There is a cyclical impact of external heating demand and economic recovery caused by freezing, and demand is strong. The next opportunity in the coal sector is still worthy of attention. From the perspective of the coal industry, Zhengzhou Coal Power is actually not the most beneficial.
Its output is not high. Last year it was only 7.21 million tons, and its sales expenses, management expenses, and financial expenses accounted for 22% of its revenue, and its operating efficiency was low. Therefore, even if Donglinmei increased its price, it failed to prevent the company from continuing to lose money.
In the third quarter, there was a loss of more than 50 million yuan, but the opportunities in the coal industry are certain. The next choice of the company is very important. When everyone reacts, it is estimated that those companies that are truly valuable will also fly.
The company's thermal coal output last year was 91.45 million tons, which was 13 times that of Zhengzhou Coal and Electricity. Zhengzhou Coal and Electricity has made room in front. This company also has a reference, with a valuation gap of nearly five times.
market.

股典钟炒股机器人系统电脑版行业投资资讯：非洲机遇非洲自贸区Africa Opportunity Africa Free Trade Area

2021-01-25

非洲自贸区将在明年一月一日正式启动，一个涵盖超过十二亿人口的大市场，正在形成自贸区最大的作用就是解决非洲内部的贸易障碍，促进货物流通，提高经济效率。
从我们的经验来看，非洲经济未来可能会有很大的改观，这对在非洲的中国企业是一次大机遇，市场空间可能不亚于上海自贸区和海南自贸港。
说起非洲的中国企业，就不得不提非洲手机之王传音控股。先来看个数据，去年传音手机出货量达到一点三七亿部，在全球手机市场占有率百分之八点一。
排名第四位，这样的成绩大部分都是非洲市场贡献传音在整个非洲的市场占有率高达百分之五十二点五。为什么在竞争激烈的手机市场，传音能够有近乎垄断的竞争优势？
传音手机成为非洲之王，不是偶然，因为他真的关心非洲朋友在非洲手机充电是最大难题。传音便推出了拥有超长续航的手机。
非洲的运营商众多，经常跨网被扣费，传音便推出了双卡双待甚至双卡四代手机。此外，现在很多智能手机的美颜功能，非洲朋友因肤色原因。
根本没法用传音通过技术优化推出了满足非洲用户的美颜手机。传音关心非洲朋友，非洲巨大的市场也成就了传音，让他从名不见经传的小厂。
摇身一变成了非洲手机巨头。现在非洲自贸区的行程有望帮助传音再一次腾飞。传音股价从最低四十一块涨到一百五十五块。
涨幅已经超过百分之两百。从川音的案例，我们可以看到非洲市场的潜力有多么巨大。川音股价已经高了，其他在非洲市场有深入布局的公司。
当然也有机会，当年的上海自贸区陆家嘴走出了五连板，一个月涨了百分之一百五。相信这次非洲自贸区也会走出像陆家嘴一样的牛股。
The African Free Trade Area will be officially launched on January 1st next year. A large market covering more than 1.2 billion people is forming. The biggest role of the Free Trade Area is to resolve trade barriers within Africa, promote the flow of goods, and improve economic efficiency.
From our experience, the African economy may see a great improvement in the future. This is a big opportunity for Chinese companies in Africa, and the market space may not be inferior to the Shanghai Free Trade Zone and Hainan Free Trade Port.
Speaking of Chinese companies in Africa, we have to mention Transsion Holdings, the king of mobile phones in Africa. Let’s first look at the data. Last year, Transsion’s mobile phone shipments reached 137 million units, accounting for 8.1% of the global mobile phone market.
Ranked fourth, most of these achievements are contributed by the African market. Transsion’s market share in Africa is as high as 52.5%. Why can TRANSSION have a near-monopoly competitive advantage in the highly competitive mobile phone market?
It is not accidental that Transsion Mobile has become the king of Africa, because he really cares about the biggest problem of African friends charging mobile phones in Africa. Transsion launched a mobile phone with a long battery life.
There are many operators in Africa, and they are often charged for cross-networking. Transsion has launched dual-card dual-standby or even dual-card four-generation mobile phones. In addition, the beauty features of many smart phones nowadays, African friends due to skin color.
It is impossible to use Transsion to optimize the technology to launch a beauty phone that satisfies African users. TRANSSION cares about African friends, and the huge African market has also made Transsion into a small factory that has never been known.
It turned into an African mobile phone giant. Now the itinerary of the African Free Trade Zone is expected to help Transsion take off again. Transsion’s stock price rose from a minimum of 41 yuan to 155 yuan.
The increase has exceeded 200%. From the case of Chuanyin, we can see how huge the potential of the African market is. Chuanyin's stock price is already high, and other companies with in-depth deployment in the African market.
Of course, there is also a chance. Lujiazui, the Shanghai Free Trade Zone that year, went out of the five-link board, and rose by 150% in a month. I believe that this time the African Free Trade Zone will also emerge from bull stocks like Lujiazui.