股典钟炒股机器人系统电脑版行业投资资讯：数控机床加工中心Stock Code Clock Stock Trading Robot System Computer Edition Industry Investment Information: CNC Machine Tool Processing Center

2021-02-09

制造业大基金出手了。刚刚创世纪发布公告，制造业大基金五亿元，增资公司控股子公司深圳创世纪成为深圳创世纪第三大股东。
创世纪直奔二十厘米。本次制造业大基金出手不为别的，就因为机床创世纪是国内数控机床领域的龙头，自然就成了首选。
这笔投资意味着制造业大基金已经把机床产业链纳入了投资适应。那么接下来机床行业的机会在哪里，马上揭晓。
数控机床产业链包括上游零部件、中游本体制造和下游应用，它是工业制造的核心体验。一个国家工业制造的水平，先进的数控机床长期以来都是作为重要的战略物资。
经常会被限制出口，尽管我们已经成为制造业大国，但是发展高端制造的必备工具。高端数控机床目前仍然严重依赖进口。
国产化率不足百分之十。制造业大基金投资机床目的很明确，就是要推动机床产业往高端走，进一步实现国产替代。
目前，国内机床存量约有八百万台，一零十年以上的传统机床超过百分之六十，也就是有四百五十万台以上的机床。
报废阶段，这意味着目前国内存在巨大的机床更新换代需求，再加上下游汽车等制造业持续复苏，带来了对数控机床新的需求。
接下来，数控机床即将迎来新一轮上行周期，而高端数控机床将享受更新需求和国产替代的双重利好。其中一家公司专注于高端数控机床。
主要产品包括数控龙门加工中心、数控卧式加工中心等。目前公司已经成为国产替代的主力，并且产品远销海外。
与日本、欧洲、韩国大厂争夺全球市场份额，随着数控机床景气周期到来，公司随时可能起飞。
The big manufacturing fund has launched. Genesis just issued an announcement, the manufacturing fund of 500 million yuan, the capital increase company's holding subsidiary Shenzhen Genesis became the third largest shareholder of Shenzhen Genesis.
Genesis went straight to twenty centimeters. This big manufacturing fund is nothing else, because Genesis Machine Tool is the leader in the field of CNC machine tools in China, so it has naturally become the first choice.
This investment means that large manufacturing funds have incorporated the machine tool industry chain into investment adaptation. So where is the next opportunity in the machine tool industry will be announced immediately.
The CNC machine tool industry chain includes upstream parts, midstream body manufacturing and downstream applications. It is the core experience of industrial manufacturing. For a country’s industrial manufacturing level, advanced CNC machine tools have long been an important strategic material.
Exports are often restricted. Although we have become a major manufacturing country, we are an indispensable tool for the development of high-end manufacturing. High-end CNC machine tools still rely heavily on imports.
The localization rate is less than 10%. The purpose of investing in machine tools by large manufacturing funds is very clear, which is to promote the machine tool industry to the high end and further realize domestic substitution.
At present, the domestic stock of machine tools is about 8 million, and more than 60% of the traditional machine tools over 10 years old, that is, there are more than 4.5 million machine tools.
In the scrapping stage, this means that there is a huge domestic demand for machine tool replacement, coupled with the continuous recovery of downstream automobile and other manufacturing industries, which has brought new demand for CNC machine tools.
Next, CNC machine tools are about to usher in a new round of upward cycle, and high-end CNC machine tools will enjoy the dual benefits of updating demand and domestic substitution. One of the companies focuses on high-end CNC machine tools.
The main products include CNC gantry machining center, CNC horizontal machining center, etc. At present, the company has become the main force for domestic substitution, and its products are exported overseas.
Competing for global market share with major manufacturers in Japan, Europe, and South Korea, the company may take off at any time as the boom cycle of CNC machine tools arrives.

股典钟炒股机器人系统电脑版行业投资资讯；苹果汽车配件Stock Dianzhong Stock Trading Robot System Computer Edition Industry Investment Information; Apple Auto Parts

2021-02-08

苹果汽车要来了。最新消息，苹果计划在明年九月发布首款apple car，这笔原计划提前了两年。苹果对产业链的影响力。
不用多说，看看过去两年立新精密歌尔股份的表现就知道了。那么苹果汽车的出现会带来哪些产业链的机会呢？
别着急，接着往下听。大家都知道苹果出新品岒产业链厂商都要保密。所以关于苹果汽车的细节，我们现在还没有办法知道。
不过已经名牌的有四家供应商，科大茂联合菳福田科大是做传动机械的公司，正在加速产线布局。
预计明年二季度新增六条产线投产。富田是做电机的公司，目前也在扩产。预计明年动力马达可以从当前四十万的产能提高到一百万套。
有趣的是，和大和富田同时也是特斯拉的供应商，给特斯拉提供减速器和驱动电机。从目前各方面的信息来看，前期。
苹果汽车产业链与特斯拉可能会有极高的相似度，比如动力电池。早在二零一七年，苹果就与宁德时代有过合作，接下来可能就是它了。
当然也有一些原本就在苹果手机产业链的公司跨界做汽车的，也可能会成为苹果汽车供应商。其中一家公司是给iphone 提供。
玻璃盖板的现在跨界去做了，车载玻璃中控屏导航仪等。苹果汽车推出，公司有望直接受益。
Apple cars are coming. In the latest news, Apple plans to release its first apple car in September next year. The original plan is two years ahead of schedule. Apple's influence on the industrial chain.
Needless to say, just look at the performance of Lixin Precision Goertek in the past two years. So what industrial chain opportunities will the emergence of Apple cars bring?
Don't worry, then continue listening. Everyone knows that Apple's new products must be kept secret. So about the details of Apple cars, we still have no way to know.
However, there are four well-known suppliers. Keda Mao and Fukuda Keda are companies engaged in transmission machinery and are accelerating the production line layout.
Six new production lines are expected to start production in the second quarter of next year. Tomita is a motor company and is currently expanding its production. It is estimated that the power motor can be increased from the current 400,000 production capacity to 1 million sets next year.
What's interesting is that He Yamato Tomita is also a supplier of Tesla, providing Tesla with reducers and drive motors. Judging from the current information in all aspects, the early stage.
Apple's auto industry chain and Tesla may have a high degree of similarity, such as power batteries. As early as 2017, Apple had cooperated with CATL, and it may be it next.
Of course, there are some companies that are already in the Apple mobile phone industry chain that cross-border cars, and they may become Apple car suppliers. One of the companies is to provide iphone.
The glass cover is now cross-border to do, such as car glass central control screen navigator. The company is expected to benefit directly from the launch of Apple Motors.

股典钟炒股机器人系统电脑版行业投资资讯：光伏逆变器Stock Code Clock Stock Trading Robot System Computer Edition Industry Investment Information: Photovoltaic Inverter

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.