股典钟炒股机器人系统电脑版行业投资资讯：新能源电池Stock Code Clock Stock Trading Robot System Computer Edition Industry Investment Information: New Energy Battery

2021-02-03

新能源车又来了。前面分享的磷酸铁锂电池今天再停十厘米，这还不算。今天新能源车又一大利好来了，百度也要造电动车了。
前面百度已经在跟吉利、广汽和一汽谈判，新能源汽车的新机会来了。接下来市场会吵什么呢？咱们来看。
在新能源汽车的价值链中，占比最大的是电池高达百分之四十二。你的时代一年能涨三倍，就是因为它是动力电池龙头。
公司产品动力电池在新能源汽车中的价值占比高，不过这个方向已经超过了你的时代也已经三倍了。后面会是谁来接力呢？
动力电池上游的材料，比如今天主营电池材料的公司，天子材料再创新高，最近九个月已经翻了四倍。
公司就是做动力电池材料，电解液的。没来得及上车，别再追了。天赐材料其实还不是最好的，有一条赛道比他更优质。
咱们来看在动力电池的价值链中，电解液占比只有百分之六，而正极材料占比才是最大的，高达百分之三十二。
所以接下来的机会就在正极材料记住了动力电池上游的正极材料，其中一家公司是国内正极材料的龙头，技术实力国内领先。
正极材料全球市场份额第二，并且绑定了尼德时代，比亚迪、松下等动力电池，大成未来成长空间。
New energy vehicles are here again. The lithium iron phosphate battery shared earlier is stopped for another ten centimeters today, which is not counted. Today's new energy vehicles are another big plus, and Baidu will also build electric vehicles.
Baidu is already negotiating with Geely, Guangzhou Automobile and FAW, and new opportunities for new energy vehicles are coming. What will the market noisy next? Let's take a look.
In the value chain of new energy vehicles, batteries account for the largest proportion of 42%. Your age can triple in a year because it is the leading power battery.
The company's product power batteries account for a high value in new energy vehicles, but this direction has exceeded your time and has tripled. Who will be the relay behind?
The upstream materials of power batteries, such as the company that is mainly engaged in battery materials today, Tianzi Materials has reached a new high, which has quadrupled in the past nine months.
The company is engaged in power battery materials and electrolytes. Don't chase after you before you can get in the car. Godsend materials are actually not the best, there is a better track than him.
Let's see that in the value chain of power batteries, electrolyte accounts for only 6%, while the proportion of cathode materials is the largest, as high as 32%.
Therefore, the next opportunity is to remember the anode material upstream of the power battery in the cathode material. One of the companies is the leading cathode material in China, and its technical strength is domestically leading.
The cathode material has the second largest market share in the world, and is bound to power batteries such as BYD and Panasonic in the Nieder era, which will greatly increase the future growth space.

股典钟炒股机器人系统电脑版行业投资资讯：光伏hit电池Stock Dianzhong Stock Trading Robot System Computer Edition Industry Investment Information: Photovoltaic Hit Battery

2021-02-02

光伏利好不断。刚刚美国表示，要大力发展光伏产业，一改此前的政策，作为能源消耗大国，美国的转向对全球光伏产业来说。
是重大利好，光伏的机会又来了。前面跟大家讲过的光伏电池片最近表现都很强。那么接下来还有哪个方向会爆发？
别着急，接着往下听。光伏行业目前正在经历h i t 技术迭代，因为h i t 电池面光电转换效率更高，并且成本也更低。
所以未来必然会替代p r c 电池。所以接下来机会就集中在h i t 电池具体会是什么。公司呢？主营光伏银浆的公司。
光伏音箱作为光伏电池的核心辅料，在h i t 电池中的消耗量是p r c 电池的二点六二倍。在新一代h i t 电池。
光伏银浆价值占比提高到了百分之二十四，重要性大幅提升。也就是说要做h i d 电池，那就离不开光伏银浆。
未来随着h i t 电池成为光伏电池的主流，光伏银浆需求量还将迎来翻倍增长。所以上面就告诉大家，主营光伏银浆的公司将会是接下来光伏板块的新机会。
此前做h i t 电池设备的卖尾股份今年已经翻了三倍。同样受益于h i t 电池需求大增的光伏银浆。接下来。
也将随时爆发。其中一家公司是国内光伏银浆的龙头低温银浆开拓者，目前已经实现低温银浆量产，客户涵盖国内h i t 电池大成。
并且已经出口海外，随着h i t 电池渗透率提高，它的增长潜力。
Photovoltaic benefits continue. The United States just stated that it will vigorously develop the photovoltaic industry and change its previous policies. As a major energy-consuming country, the United States’ shift will affect the global photovoltaic industry.
It is a major benefit, and the opportunity for photovoltaics has come again. The photovoltaic cells that I have talked about earlier have performed very well recently. So which direction will erupt next?
Don't worry, then continue listening. The photovoltaic industry is currently undergoing an iteration of hi t technology, because the photovoltaic conversion efficiency of hi t cells is higher and the cost is lower.
Therefore, the p r c battery will inevitably be replaced in the future. So the next opportunity will focus on what the h i t battery will be. What about the company? Mainly engaged in photovoltaic silver paste company.
Photovoltaic speakers, as the core auxiliary material of photovoltaic cells, consume 2.62 times that of p r c batteries in h i t batteries. In the new generation of hi t batteries.
The value of photovoltaic silver paste has increased to 24%, and its importance has greatly increased. In other words, to make h i d batteries, it is inseparable from photovoltaic silver paste.
In the future, as h i t cells become the mainstream of photovoltaic cells, the demand for photovoltaic silver paste will also double. So the above tells everyone that the company that is mainly engaged in photovoltaic silver paste will be a new opportunity for the next photovoltaic sector.
The shares of the previous end-selling of hi t battery equipment have tripled this year. The photovoltaic silver paste also benefited from the huge increase in demand for hi t batteries. Next.
Will also break out at any time. One of the companies is the leading low-temperature silver paste pioneer in domestic photovoltaic silver pastes. It has already achieved mass production of low-temperature silver pastes, and its customers cover the success of domestic hi t batteries.
And has been exported overseas, as the penetration rate of hi t batteries increases, its growth potential.

股典钟炒股机器人系统电脑版行业投资资讯：掺硅补锂技术Stock Dianzhong Stock Trading Robot System Computer Edition Industry Investment Information: Silicon Doped Lithium Technology

2021-02-01

上汽搞出个大动作，它和宁德时代正在共同开发掺硅补锂电信技术，搭载该技术的动力电池，能量密度将高出百分之四十。
可实现一千公里的续航。这部宁德时代又创新高了。其实不管哪家车企做新能源车，都需要动力电池。动力电池。
最终都是大收益的，但是宁德时代也很贵了，股价接近两百八十，市值已经六千五百亿了。那么动力电池产业链中。
谁会成为下一个名的时代呢？马上揭晓。动力电池分为三元材料和磷酸铁锂两种，电池各有优劣，三元材料能量密度更高。
但是呢成本也高，面临成本的压力。越来越多的车企开始选择磷酸铁锂，尤其是在比亚迪刀片电池发布后。
磷酸铁锂与三元材料的能量密度差距越来越小，成本更低，能量密度更接近自然。磷酸铁锂将会取代三元材料。
主流可以看数据，今年前三季度磷酸铁锂出货同比增长百分之二十三，而三元材料出货同比增长还不到百分之十。
而接下来磷酸铁锂出货仍将保持高度增长，自然主营做磷酸铁锂电池的公司将会成为市场的香饽饽。
做三元锂电池的宁德时代，走出了一年三倍的行情。那么做磷酸铁锂电池的公司必定不差于三元锂电池的公司。
所以接下来能够接力明德时代的公司，咱们要去磷酸铁锂的方向去找其中一家公司主营磷酸铁锂电池。
本月计划出货一点零六g 瓦时，同比增长百分之四百三十，增速比宁德时代还要快。而且这家公司的磷酸铁锂电池已经开始出口海外。
逐步成为特斯拉奔驰新能源车的供应商。随着零三铁锂电池取代三元电池的趋势到来，它的成长空间将更加。
SAIC has made a big move. It and CATL are jointly developing a silicon-doped lithium-supplemented telecommunications technology. Power batteries equipped with this technology will have a 40% higher energy density.
It can achieve a battery life of one thousand kilometers. This Ningde era has reached a new high. In fact, no matter which car company makes new energy vehicles, it needs power batteries. Power Battery.
In the end, they are all big gains, but Ningde era is also very expensive, the stock price is close to 280, and the market value is 650 billion. So in the power battery industry chain.
Who will become the next famous era? Announced immediately. Power batteries are divided into ternary materials and lithium iron phosphate. The batteries have their own advantages and disadvantages. The ternary materials have higher energy density.
However, the cost is also high and it faces cost pressure. More and more car companies began to choose lithium iron phosphate, especially after the release of BYD blade batteries.
The energy density gap between lithium iron phosphate and ternary materials is getting smaller and smaller, the cost is lower, and the energy density is closer to nature. Lithium iron phosphate will replace ternary materials.
The mainstream can look at the data. In the first three quarters of this year, lithium iron phosphate shipments increased by 23% year-on-year, while shipments of ternary materials increased by less than 10% year-on-year.
In the future, lithium iron phosphate shipments will continue to maintain a high growth rate, and companies that are mainly engaged in lithium iron phosphate batteries will naturally become the market’s favorites.
In the Ningde era of ternary lithium batteries, the market has tripled in a year. So companies that do lithium iron phosphate batteries must be no worse than ternary lithium battery companies.
So next to the company that can relay the Mingde era, we have to go to the direction of lithium iron phosphate to find one of the companies that specializes in lithium iron phosphate batteries.
It plans to ship 1.06g watt-hours this month, a year-on-year increase of 430%, which is faster than the CATL. And the company's lithium iron phosphate batteries have begun to be exported overseas.
Gradually become a supplier of Tesla and Benz new energy vehicles. With the arrival of zero-three iron lithium batteries to replace ternary batteries, its room for growth will be even greater.