股典钟炒股机器人系统电脑版行业投资资讯：风电装机Stock Dianzhong Stock Trading Robot System Computer Edition Industry Investment Information: Wind Power Installation

2021-01-31

周末提到的新能源今天大涨，并且还有利好，刚刚已经定下来了。到二零三零年风电装机总容量要达到十二亿千瓦。
现在是四点四亿千瓦，也就意味着还有两倍的成长空间，风电的机会来了，光伏的机会诞生了五倍。大牛隆基股份。
四倍大牛同为股份，这一次风电的机会会诞生谁呢？马上揭晓。目前风电装机容量是二点二亿千瓦，接下来五年。
风电每年新增装机容量预计将达到三十六g 邷，明显高于过去五年，而风电产业链包括上游的零部件，中游的风电整机和下游的风电运营。
按产业链来划分，上游的零部件机会最多，比如新强联第一波翻了两倍，第二波又翻了一倍，今天再停涨了二十厘米。
他就是作风力发电机主轴轴承上游零部件的公司。但是我告诉大家，还有一家公司成长赛道比新强联更优质。
咱们来看在风力发电机的价值成本中，轴承只占了百分之十二，价值占比并不高，而占比最高的其实是叶片。
占了风力发电机成本的百分之二十二，主营风电叶片的公司成长赛道自然远超过新强联公司是风电叶片龙头。
近期还收购了上博苑，进一步巩固了龙头地位，目前正在进行重大资产重组，逐步开拓海外市场。
The new energy mentioned at the weekend rose sharply today, and it is still good. It has just been set. The total installed wind power capacity will reach 1.2 billion kilowatts by 2030.
Now it is 440 million kilowatts, which means that there is still twice the room for growth, the opportunity for wind power has come, and the opportunity for photovoltaic power has been born five times. Daniu Longji shares.
Quadruple bulls are all shares. Who will be born this time? Announced immediately. The current installed capacity of wind power is 220 million kilowatts for the next five years.
The annual new installed capacity of wind power is expected to reach 36g, which is significantly higher than the past five years. The wind power industry chain includes upstream components, midstream wind power complete machines and downstream wind power operations.
According to the industry chain, the upstream parts have the most opportunities. For example, Xinqianglian doubled in the first wave, doubled in the second wave, and stopped by 20 centimeters today.
He is the company that makes the upstream parts of the main shaft bearing of the wind turbine. But I tell everyone that there is another company growth track that is better than Xinqianglian.
Let's look at the value cost of wind turbines, bearings accounted for only 12%, the value of the proportion is not high, and the highest proportion is actually the blade.
It accounts for 22% of the cost of wind turbines. The growth track of companies that are mainly engaged in wind power blades is naturally far more than that of Xinqianglian, which is the leader in wind power blades.
Recently, it has also acquired Shangboyuan, further consolidating its leading position, and is currently undergoing major asset restructuring to gradually expand overseas markets.

股典钟炒股机器人系统电脑版行业投资资讯：半导体材料Stock Code Clock Stock Trading Robot System Computer Edition Industry Investment Information: Semiconductor Materials

2021-01-30

回家公司第一波翻了十倍，周五又在停，直接十厘米，他就是利昂威。然而还有一家对标利昂威的公司，你知道吗？
而且他的成长赛道比利昂威更优质。
马上来揭晓半导体材料是半导体产业链的根基，而国内半导体材料发展才刚开始。与集成电路产业类似，我国半导体材料。
同样依赖进口，一九年我国半导体材料市场总量八十八点六亿美元，占全球市场总量的百分之十六点九。但与我国电子产业百分之四十以上的市场份额相比，半导体材料。
料的自给率较低，其中高端领域半导体材料的整体国产化率不到百分之十，而在半导体材料中，硅片占到总成本的百分之三十七。
可以说硅片是半导体材料最大的细分领域，利昂威主营的就是硅片，第一波翻了十倍，周五又是十厘米。
咱们上面说了，在硅片领域还有一家对标利昂威的公司，而且成长赛道比利昂威更优质。因为利昂威主营的是。
八寸硅片只能生产低端芯片，市场价值低，这必然不是趋势。而咱们说的这家公司，它的主营是十二寸硅片。
是生产高端芯片必备的市场价值高，这才是趋势。公司是国内硅片的龙头企业，产品毛利率常年保持在百分之二十以上。
三季度业绩增幅超过百分之一百八。
The first wave of the company went home tenfold, and it stopped again on Friday, directly ten centimeters, he is Leon Wei. However, there is another company that benchmarks Leonway, do you know?
And his growth track is better than Leonwei.
It will be announced that semiconductor materials are the foundation of the semiconductor industry chain, and the development of domestic semiconductor materials has just begun. Similar to the integrated circuit industry, my country's semiconductor materials.
Also dependent on imports, my country's semiconductor material market totaled 8.86 billion U.S. dollars in 19, accounting for 16.9% of the global market. But compared with the market share of more than 40% of my country's electronics industry, semiconductor materials.
The self-sufficiency rate of materials is relatively low. Among them, the overall localization rate of high-end semiconductor materials is less than 10%. Among semiconductor materials, silicon wafers account for 37% of the total cost.
It can be said that silicon wafers are the largest subdivision of semiconductor materials. Leonwei's main business is silicon wafers. The first wave has doubled ten times, and it is ten centimeters on Friday.
As we said above, there is another company that benchmarks Leonway in the silicon wafer field, and the growth track is better than Leonway. Because Leonwei's main business is.
Eight-inch silicon wafers can only produce low-end chips and have low market value. This is definitely not a trend. The company we are talking about, its main business is 12-inch silicon wafers.
It is the high market value necessary to produce high-end chips, and this is the trend. The company is a leading domestic silicon wafer company, and its product gross profit margin has been maintained at more than 20% throughout the year.
The growth rate in the third quarter was over 180%.

股典钟炒股机器人系统电脑版行业投资资讯：hjt电池片Stock Code Clock Stock Trading Robot System Computer Edition Industry Investment Information: hjt battery

2021-01-29

一度电一毛钱你敢信吗？最近中东的一个光伏项目就做到了上网电价创出了一点三五美分每千瓦时的信息，这在经济性上对传统能源有绝对的优势。
光伏板块能不涨吗？迈威股份涨了百分之二十，家伟新能中来股份周四也都涨，平均下周谁能继续接力呢？h g t 电池片。
这是未来能接替p r c 的下一代电池片。目前p e r c 电池已经进入了瓶颈期，想要进一步降低成本，难度很大。
但是h g d 电池凭借无主栅技术，可以把成本降到比p r c 电池更低。并且h g d 电池光电转换效率比p r c 电池更高。
寿命也更长，所以在综合性价比后，h d d 电池成本未来将比p r c 低百分之六十二。要实现一度电一毛钱的目标。
靠p r c 电池肯定不行。所以h g d 电池才是未来做h d 电池设备的。麦维股份已经先启动了，下周。
g g d 电池行情就要来了。公司是国内首家实现h g d 电池量产的企业，接下来有望。
Do you dare to believe it once a dime of electricity? Recently, a photovoltaic project in the Middle East achieved a feed-in tariff of 1.35 cents per kilowatt hour, which has an absolute advantage over traditional energy sources in terms of economics.
Can the photovoltaic sector not rise? Maiwei shares rose by 20%, and Jiawei Xinnengzhonglai shares also rose on Thursday. On average, who can continue to relay next week? h g t battery slice.
This is the next generation cell that can replace p r c in the future. At present, pe r c batteries have entered a bottleneck period, and it is very difficult to further reduce costs.
However, the h g d battery can reduce the cost to lower than the p r c battery by virtue of the busbarless technology. And the photoelectric conversion efficiency of h g d battery is higher than that of p r c battery.
The lifespan is also longer, so after comprehensive cost performance, the cost of hd d batteries will be 62% lower than p r c in the future. To achieve the goal of one dime per kilowatt hour of electricity.
Relying on p r c batteries will definitely not work. Therefore, the h g d battery is the future of the hd battery equipment. Maiwei shares have been launched first, next week.
g g d The battery market is coming soon. The company is the first domestic enterprise to achieve mass production of h g d batteries, and it is expected to follow.