个人理念:创新、超越、品牌、责任
创 新:不断创新,做行业较好、较优的产品,服务于社会
超 越:超越梦想,超越自己,向更远更好的目标不断努力
品 牌:重视品牌、实施品牌战略,做行业佼佼者
责 任:为社会、为顾客、为用户提供较优服务
客户**:尊重客户,尊重他人,微笑服务
团队合作:共享共担,平凡人做非凡事,共享成功快乐,共担困难责任
拥抱变化:迎接变化,勇于创新,理性对待,充分沟通,诚意配合
诚 信:诚实正直,言出必践,诚实正直,言行一致
激 情:乐观向上,永不言弃,不断自我激励,努力提升业绩
敬 业:专业执着,精益求精,持续学习,不断完善2021-01-28
新能源车的行情又来了。最新消息,今年新能源车产销量将达到一百三十万辆,远超年初预测水平。新能源车炒作已经不是第一次了,此前比亚迪涨了三倍。
天赐材料涨了三倍,此次新能源车产销超预期,大利好来了,接下来会吵谁,谁能接力。比亚迪和天赐材料,我来告诉你。
固态电池。
固态电池能将电动汽车的续航里程提高百分之八十,而且充满百分之八十只需要十五分钟。它拥有超高的能量密度,体积能量密度超过每升一千瓦时。
是特斯拉model 三电池的四倍。
而随着新能源车渗透率提升,全球动力电池装机容量仍将保持高速增长,预计到二零二五年将达到七百六十四g 邷年复合增长率。
高达百分之四十大的市场孕育大机会。在美股上市的q s 公司,同样是做固态电池,股价半个月已经翻了五倍了。
自然国内固态电池题材下周将随时启动,公司与q s 公司一样,都有大众座靠山,很快就要进入固态电池的技术导入。
而且已经研发出能量密度超过八百瓦时,每升的全固态电池。在国内固态电池领域,这直接实现了弯道超车。
The market for new energy vehicles is here again. The latest news is that the production and sales of new energy vehicles will reach 1.3 million this year, far exceeding the level predicted at the beginning of the year. This is not the first time that new energy vehicles have been hyped up. BYD has tripled before.
Tianci Materials has tripled. This time the production and sales of new energy vehicles have exceeded expectations. The big news is coming. Who will be noisy next? Who can relay. BYD and Godsend materials, let me tell you.
Solid state battery.
Solid-state batteries can increase the range of electric vehicles by 80%, and it takes only 15 minutes to charge 80%. It has an ultra-high energy density, with a volumetric energy density exceeding one kilowatt hour per liter.
It is four times that of the Tesla model three battery.
With the increase in the penetration rate of new energy vehicles, the global installed capacity of power batteries will continue to maintain rapid growth, and is expected to reach a compound annual growth rate of 764g by 2025.
As much as 40% of the market gives birth to big opportunities. The q s company, which is listed on the US stock market, also makes solid-state batteries, and its stock price has doubled five times in half a month.
Naturally, the domestic solid-state battery theme will be launched at any time next week. The company, like the qs company, has a public backing, and will soon enter the technology of solid-state batteries.
Moreover, an all-solid-state battery with an energy density of over 800 watt-hours per liter has been developed. In the field of domestic solid-state batteries, this has directly achieved overtaking in corners.
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.
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.