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又是要昵稱(cheng)
2023-10-09 11:33:26
最近(jin)節奏不錯,繼續保持
精倫(lun)電子(zi)2板上(shang)車(che),今(jin)天鎖定。光弘科(ke)技持續(xu)跟蹤吃兩(liang)波,菲菱(ling)科(ke)思(si)持續(xu)跟蹤也吃了兩(liang)波。減肥藥今(jin)天新(xin)上(shang)車(che)昊帆生物。繼(ji)9月大肉,10月以開(kai)門紅10+開(kai)局,希望節(jie)奏繼(ji)續(xu)保持。 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昊帆生物
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又是要昵稱(cheng)
2023-04-12 21:41:24
【深度·天風電子(zi)】工業富聯:AI算力新時代(dai),AI服務器龍頭(tou)有望(wang)迎來(lai)高速成(cheng)長(chang)期
深度·天(tian)(tian)風(feng)電子】工(gong)業富聯:AI算(suan)力(li)新時代(dai),AI服務器龍(long)頭有望迎來高速(su)成長期(qi) 原創 天(tian)(tian)風(feng)電子潘暕團隊 維持(chi)23年253億(yi)(yi)歸(gui)母凈利(li)(li)潤(run)(run)的(de)(de)盈利(li)(li)預測,將24年歸(gui)母凈利(li)(li)潤(run)(run)由272億(yi)(yi)上(shang)調(diao)(diao)至317億(yi)(yi),將25年歸(gui)母凈利(li)(li)潤(run)(run)由291億(yi)(yi)上(shang)調(diao)(diao)至396億(yi)(yi)。調(diao)(diao)整的(de)(de)主要原因是我(wo)們(men)認(ren)為公(gong)(gong)司主營業務通(tong)信網絡設(she)備(bei)、云服務設(she)備(bei)充(chong)分受益(yi)于AI應用(yong)驅動的(de)(de)算(suan)力(li)建設(she)景氣周期(qi),相(xiang)關行業整體趨(qu)勢向好,未來仍(reng)有較大(da)的(de)(de)增長空間。綜合考慮,給予公(gong)(gong)司38.4元/股的(de)(de)目(mu)標價,對應23年30倍估值(zhi),維持(chi)“買(mai)入”評級。
【深度·天風電子】工業富聯:AI算力新時代,AI服務器龍頭有望迎來高速成長期
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2022-09-04 13:47:07
轉天風(feng)通信
【天風(feng)通(tong)(tong)信(xin)】華為(wei)Mate 50 短報(bao)(bao)文(wen)(wen)通(tong)(tong)信(xin)事件(jian)(jian)點評(ping)&衛(wei)星(xing)(xing)產(chan)業更新 事件(jian)(jian):華為(wei)Mate 50系列將有(you)望(wang)搭(da)載國(guo)(guo)內首顆手機(ji)北(bei)斗短報(bao)(bao)文(wen)(wen)通(tong)(tong)信(xin)射頻(pin)(pin)基帶一體化(hua)芯片,同樣將實(shi)現大(da)眾智能手機(ji)衛(wei)星(xing)(xing)通(tong)(tong)信(xin)能力。 我們于8月9日-8月12日國(guo)(guo)防信(xin)息&空(kong)天信(xin)息電話會(hui)(hui)議,重點提示通(tong)(tong)導(dao)遙(yao)板塊投資機(ji)會(hui)(hui)!除了本次(ci)手機(ji)短報(bao)(bao)文(wen)(wen)通(tong)(tong)信(xin)技術變革外,我們預判(pan)我國(guo)(guo)低軌衛(wei)星(xing)(xing)&北(bei)斗導(dao)航(hang)&遙(yao)感衛(wei)星(xing)(xing)及應用三大(da)領域都將會(hui)(hui)陸續(xu)迎來(lai)新的發展階段。 1、華為(wei)mate主要依托北(bei)斗短報(bao)(bao)文(wen)(wen),非手機(ji)直連衛(wei)星(xing)(xing)技術:由于衛(wei)星(xing)(xing)通(tong)(tong)信(xin)頻(pin)(pin)率差異(yi)、手機(ji)功(gong)率低、鏈(lian)路距離(li)遠等制約,傳統
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2022-07-20 22:14:18
公元(yuan)股份,低估值基建(jian)+光(guang)伏
投(tou)資建議:公(gong)司作為塑(su)管行業(ye)(ye)龍頭(tou)企業(ye)(ye),產能持(chi)續(xu)穩步擴張,銷售渠道加速下沉(chen),工(gong)程、地產業(ye)(ye)務有望持(chi)續(xu)發力(li),同時,降本增(zeng)效的持(chi)續(xu)推(tui)進也為后續(xu)盈利釋放提供堅實保障。由于公(gong)司Q2階段性(xing)受疫情及成(cheng)本影響,我們下調公(gong)司22-23年(nian)收入(ru)預(yu)測至100/122億(yi)(原(yuan)值105/122億(yi)),下調歸母凈利預(yu)測至6.1/9.1億(yi)(原(yuan)值7.4/9.1億(yi)),對應當前股價PE為9/6倍,維持(chi)“買入(ru)”評(ping)級。
[中泰證券:買入]減值影響拖累業績 原料跌價支持盈利改善 事件:公司發布公告,預計22H1實現歸母凈利潤0.5-0.8億,同比下降70%-80%;預計實現扣非歸母凈利潤0.4-0... - 雪球
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2022-07-03 17:46:09
江蘇哈工智(zhi)能(neng)機器人股份(fen)有限公司
@韭菜炒鹵蛋:哈工智能:工業機器人+醫療機器人板塊的小巨人
2022世界機器人大會將于8月18日-22日在北京舉辦,本屆大會包括論壇、博覽會、機器人大賽等活動。另外,作為全球首臺自適應機器人的原創者,非夕科技已于近期完成近億美元B+輪融資,融后估值達到獨角獸級別。周末最新消息:別看五部門說了這么多,其實重點還是在于“智能制造”,就是機器人。先來說一下機器人市
49 贊同-53 評論
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又(you)是要昵稱
2022-06-19 17:54:06
康達新材能否實現反轉(zhuan)? 摘要:國資背(bei)景,風電軍工(gong)雙(shuang)賽道,有(you)望困境反轉(zhuan),價值(zhi)重估&
康達新材邏輯(ji)
康達新材能否實現反轉? 摘要:國資背景,風電軍工雙賽道,有望困境反轉,價值重估 ——————————————全網首發,老鐵們久等了 基本面分析 ... - 雪球
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康達新材
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又是要昵(ni)稱
2022-01-12 12:37:05
補漲邏(luo)輯,看今天能不能漲停
@鐵頭韭:華納藥廠:集新冠藥、中藥、幽門螺旋桿菌于一體的低位科創板
新冠藥:公司裸花紫珠分散片在抗菌方面具有顯著療效,可替代部分抗生素使用,可用于新型冠狀病毒感染肺炎合并細菌感染的患者,減少抗生素耐藥;吸入用乙酰半胱氨酸溶液對出現咳嗽、呼吸困難等呼吸道感染癥狀的患者具有重要作用。上述兩個品種均入選浙江省臨時性掛網采購的新型冠狀病毒感染肺炎診療有關藥品目錄。 
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又是要昵稱(cheng)
2022-01-09 11:06:45
邏輯(ji)不錯(cuo)的(de)
@鐵頭韭:塞力醫療:布局多條黃金黃金賽道 低估的醫藥新星即將騰飛
2021年11月19日,國家醫保局印發《DRG/DIP支付方式改革三年行動計劃》(。《三年行動計劃》的頒布實施,標志著經過三年試點并取得初步成效之后,正式吹響了全面推行以DRG/DIP為重點的醫保支付方式的行動號角,同時也描繪了一幅未來三年醫保支付方式改革推進的路線圖。《三年行動計劃》規定,“統籌地
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又是(shi)要昵(ni)稱
2022-01-05 00:06:29
易聯(lian)眾(zhong)
@我是猛爺:龍頭打出高度,板塊待補漲!!!
DRG全稱Diagnosis Related GroupsDRG是當今世界公認的比較先進的支付方式之一,稱為疾病診斷相關分組,是專門用于醫療保險預付款制度的分類編碼標準,它是一種相似或者相近的病例組合分類方法。根據病人的“年齡、性別、住院天數、臨床診斷天數、臨床診斷、病癥、手術、疾病嚴重程度,合并癥
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又是要昵稱
2021-09-15 23:51:07
盛新鋰能
@不騎大象上班:盛新鋰能調研紀要
基本情況: 公司于2008年上市,以前主要做人造板材業務,從16年開始切入到新能源材料領域。去年原有的人造板業務全部剝離,目前是一個比較純正的做鋰的公司。 主營業務: 公司目前的主要業務包括鋰礦采選、鋰鹽和金屬鋰的生產,業務目前主要集中在四川。另外公司還有少部分的林木業務,后續會適時地剝離出去。
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又是要昵稱
2021-09-15 23:43:37
電解液
@不騎大象上班:紀要|如何看當前的電解液行業
電解液是鋰電池四大關鍵材料之一,成本、技術及先發優勢構筑核心壁壘。電解質是鋰離子遷移和電荷傳遞的介質,通常由鋰鹽溶質、高純度有機溶劑、和必要添加劑在一定條件下按特定比例配置而成,是鋰電池獲得高電壓、高比能等優點的保證。 鋰鹽、溶劑和添加劑在電解液中的質量占比分別為10%~12%、80%-85%、3%
7 贊同-6 評論
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又是要昵稱
2021-07-27 21:47:23
好(hao)貼
@我的金毛是弱智:光伏產業鏈掃盲以及個股歸類
看完就入門。
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又是要昵(ni)稱
2021-07-22 00:05:58
光(guang)伏
@聽風的韭菜:【中泰電新】光伏:產業鏈博弈或結束,大級別行情開啟!
【中泰電新 蘇晨團隊】光伏:光伏板塊大漲,產業鏈博弈或結束,大級別行情開啟!7月21日,隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲,此前國內硅料、硅片等價格進入緩行期間,6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂,產業鏈動態博弈或趨于結束。底
26 贊同-28 評論
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又是要昵稱
2021-07-22 00:05:51
光伏
@聽風的韭菜:【中泰電新】光伏:產業鏈博弈或結束,大級別行情開啟!
【中泰電新 蘇晨團隊】光伏:光伏板塊大漲,產業鏈博弈或結束,大級別行情開啟!7月21日,隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲,此前國內硅料、硅片等價格進入緩行期間,6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂,產業鏈動態博弈或趨于結束。底
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2021-07-18 11:55:09
氫能
@快槍手:氫能產業鏈及概念股全解析(更新中)
國新辦7月16日下午就2021年上半年中央企業經濟運行情況舉行新聞發布會。國務院國資委秘書長、新聞發言人彭華崗介紹,超過三分之一的中央企業已經在制定包括制氫、儲氫、加氫、用氫等全產業鏈布局,取得了一批技術研發和示范應用成果。彭華崗介紹,對于碳達峰、碳中和行動,國資委高度重視,正在積極研究
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又是(shi)要昵稱
2023-10-09 11:33:26
最近節奏不錯(cuo),繼續保持
精倫電子2板上車,今(jin)(jin)天鎖定(ding)。光弘科(ke)技持續跟蹤(zong)吃兩(liang)波,菲菱科(ke)思持續跟蹤(zong)也吃了兩(liang)波。減肥藥今(jin)(jin)天新(xin)上車昊帆(fan)生物。繼9月大肉(rou),10月以開門(men)紅10+開局,希(xi)望節奏繼續保持。 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)
S
*ST精倫
S
光弘科技
S
菲菱科思
S
昊帆生物
0
0
0
0.53
又是(shi)要昵(ni)稱
2023-04-12 21:41:24
【深(shen)度(du)·天風電子】工業富聯(lian):AI算力新時代,AI服(fu)務器龍頭有望迎(ying)來高速成長期
深度(du)·天風電(dian)子(zi)】工業富(fu)聯(lian):AI算(suan)力新時代,AI服(fu)務器龍頭有望迎來(lai)高速成(cheng)長期(qi) 原創 天風電(dian)子(zi)潘暕(jian)團隊 維持23年253億(yi)歸母凈(jing)利(li)潤(run)的(de)盈利(li)預測,將(jiang)24年歸母凈(jing)利(li)潤(run)由272億(yi)上調(diao)(diao)(diao)至317億(yi),將(jiang)25年歸母凈(jing)利(li)潤(run)由291億(yi)上調(diao)(diao)(diao)至396億(yi)。調(diao)(diao)(diao)整的(de)主要原因是我們認為公司主營(ying)業務通信網(wang)絡設備(bei)(bei)、云服(fu)務設備(bei)(bei)充分(fen)受益于(yu)AI應(ying)用驅動的(de)算(suan)力建設景(jing)氣周(zhou)期(qi),相關行業整體趨勢向好,未來(lai)仍(reng)有較大(da)的(de)增長空間。綜合考(kao)慮,給(gei)予公司38.4元/股(gu)的(de)目標價,對應(ying)23年30倍估(gu)值,維持“買入”評級(ji)。
【深度·天風電子】工業富聯:AI算力新時代,AI服務器龍頭有望迎來高速成長期
S
工業富聯
S
浪潮信息
S
烽火通信
3
0
2
0.57
又是要昵(ni)稱
2022-09-04 13:47:07
轉天風通信
【天(tian)風通(tong)信】華為(wei)(wei)Mate 50 短報(bao)文(wen)通(tong)信事(shi)(shi)件點評&衛(wei)(wei)(wei)(wei)星產(chan)業更新(xin) 事(shi)(shi)件:華為(wei)(wei)Mate 50系列將(jiang)有望(wang)搭載國內首顆手機(ji)北斗短報(bao)文(wen)通(tong)信射頻(pin)基帶一(yi)體化芯片,同樣將(jiang)實(shi)現大(da)眾(zhong)智能(neng)手機(ji)衛(wei)(wei)(wei)(wei)星通(tong)信能(neng)力。 我(wo)們于(yu)8月9日-8月12日國防信息&空(kong)天(tian)信息電話會(hui)議,重點提示通(tong)導遙板塊投資機(ji)會(hui)!除(chu)了本次手機(ji)短報(bao)文(wen)通(tong)信技(ji)術(shu)變革(ge)外,我(wo)們預判(pan)我(wo)國低軌衛(wei)(wei)(wei)(wei)星&北斗導航&遙感衛(wei)(wei)(wei)(wei)星及應用三大(da)領域都將(jiang)會(hui)陸(lu)續迎來新(xin)的發(fa)展階段。 1、華為(wei)(wei)mate主要依托北斗短報(bao)文(wen),非手機(ji)直連衛(wei)(wei)(wei)(wei)星技(ji)術(shu):由于(yu)衛(wei)(wei)(wei)(wei)星通(tong)信頻(pin)率差異、手機(ji)功率低、鏈路距(ju)離遠等制約(yue),傳統
S
電科芯片
S
華測導航
S
*ST鋮昌
S
臻鐳科技
S
海格通信
3
6
5
5.16
又是要昵稱
2022-07-20 22:14:18
公元股(gu)份,低估(gu)值(zhi)基(ji)建+光伏(fu)
投資建(jian)議:公(gong)司(si)(si)作為(wei)塑管行業(ye)龍(long)頭(tou)企業(ye),產(chan)能(neng)持(chi)(chi)續(xu)穩步擴張,銷售渠道(dao)加速下沉,工程、地產(chan)業(ye)務(wu)有望持(chi)(chi)續(xu)發(fa)力,同時,降本(ben)增效的持(chi)(chi)續(xu)推(tui)進(jin)也為(wei)后(hou)續(xu)盈利釋放(fang)提供堅(jian)實(shi)保(bao)障。由于公(gong)司(si)(si)Q2階段(duan)性受疫情及成本(ben)影(ying)響,我們(men)下調(diao)公(gong)司(si)(si)22-23年收入預(yu)測(ce)至(zhi)100/122億(原值105/122億),下調(diao)歸母凈利預(yu)測(ce)至(zhi)6.1/9.1億(原值7.4/9.1億),對應當前股價PE為(wei)9/6倍,維(wei)持(chi)(chi)“買入”評級。
[中泰證券:買入]減值影響拖累業績 原料跌價支持盈利改善 事件:公司發布公告,預計22H1實現歸母凈利潤0.5-0.8億,同比下降70%-80%;預計實現扣非歸母凈利潤0.4-0... - 雪球
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又是要昵稱(cheng)
2022-07-03 17:46:09
江蘇哈工智能(neng)機器人(ren)股份有限公司
@韭菜炒鹵蛋:哈工智能:工業機器人+醫療機器人板塊的小巨人
2022世界機器人大會將于8月18日-22日在北京舉辦,本屆大會包括論壇、博覽會、機器人大賽等活動。另外,作為全球首臺自適應機器人的原創者,非夕科技已于近期完成近億美元B+輪融資,融后估值達到獨角獸級別。周末最新消息:別看五部門說了這么多,其實重點還是在于“智能制造”,就是機器人。先來說一下機器人市
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2022-06-19 17:54:06
康達新材能否(fou)實現反轉? 摘要(yao):國(guo)資(zi)背景(jing),風(feng)電軍工雙(shuang)賽道,有(you)望困境反轉,價值重估&
康達新材邏(luo)輯
康達新材能否實現反轉? 摘要:國資背景,風電軍工雙賽道,有望困境反轉,價值重估 ——————————————全網首發,老鐵們久等了 基本面分析 ... - 雪球
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2022-01-12 12:37:05
補(bu)漲(zhang)邏輯,看(kan)今(jin)天能(neng)不能(neng)漲(zhang)停
@鐵頭韭:華納藥廠:集新冠藥、中藥、幽門螺旋桿菌于一體的低位科創板
新冠藥:公司裸花紫珠分散片在抗菌方面具有顯著療效,可替代部分抗生素使用,可用于新型冠狀病毒感染肺炎合并細菌感染的患者,減少抗生素耐藥;吸入用乙酰半胱氨酸溶液對出現咳嗽、呼吸困難等呼吸道感染癥狀的患者具有重要作用。上述兩個品種均入選浙江省臨時性掛網采購的新型冠狀病毒感染肺炎診療有關藥品目錄。 
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2022-01-09 11:06:45
邏(luo)輯不錯的
@鐵頭韭:塞力醫療:布局多條黃金黃金賽道 低估的醫藥新星即將騰飛
2021年11月19日,國家醫保局印發《DRG/DIP支付方式改革三年行動計劃》(。《三年行動計劃》的頒布實施,標志著經過三年試點并取得初步成效之后,正式吹響了全面推行以DRG/DIP為重點的醫保支付方式的行動號角,同時也描繪了一幅未來三年醫保支付方式改革推進的路線圖。《三年行動計劃》規定,“統籌地
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2022-01-05 00:06:29
易(yi)聯(lian)眾
@我是猛爺:龍頭打出高度,板塊待補漲!!!
DRG全稱Diagnosis Related GroupsDRG是當今世界公認的比較先進的支付方式之一,稱為疾病診斷相關分組,是專門用于醫療保險預付款制度的分類編碼標準,它是一種相似或者相近的病例組合分類方法。根據病人的“年齡、性別、住院天數、臨床診斷天數、臨床診斷、病癥、手術、疾病嚴重程度,合并癥
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2021-09-15 23:51:07
盛新鋰能
@不騎大象上班:盛新鋰能調研紀要
基本情況: 公司于2008年上市,以前主要做人造板材業務,從16年開始切入到新能源材料領域。去年原有的人造板業務全部剝離,目前是一個比較純正的做鋰的公司。 主營業務: 公司目前的主要業務包括鋰礦采選、鋰鹽和金屬鋰的生產,業務目前主要集中在四川。另外公司還有少部分的林木業務,后續會適時地剝離出去。
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2021-09-15 23:43:37
電解液
@不騎大象上班:紀要|如何看當前的電解液行業
電解液是鋰電池四大關鍵材料之一,成本、技術及先發優勢構筑核心壁壘。電解質是鋰離子遷移和電荷傳遞的介質,通常由鋰鹽溶質、高純度有機溶劑、和必要添加劑在一定條件下按特定比例配置而成,是鋰電池獲得高電壓、高比能等優點的保證。 鋰鹽、溶劑和添加劑在電解液中的質量占比分別為10%~12%、80%-85%、3%
7 贊同-6 評論
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2021-07-27 21:47:23
好貼
@我的金毛是弱智:光伏產業鏈掃盲以及個股歸類
看完就入門。
223 贊同-122 評論
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2021-07-22 00:05:58
光伏
@聽風的韭菜:【中泰電新】光伏:產業鏈博弈或結束,大級別行情開啟!
【中泰電新 蘇晨團隊】光伏:光伏板塊大漲,產業鏈博弈或結束,大級別行情開啟!7月21日,隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲,此前國內硅料、硅片等價格進入緩行期間,6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂,產業鏈動態博弈或趨于結束。底
26 贊同-28 評論
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2021-07-22 00:05:51
光伏
@聽風的韭菜:【中泰電新】光伏:產業鏈博弈或結束,大級別行情開啟!
【中泰電新 蘇晨團隊】光伏:光伏板塊大漲,產業鏈博弈或結束,大級別行情開啟!7月21日,隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲,此前國內硅料、硅片等價格進入緩行期間,6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂,產業鏈動態博弈或趨于結束。底
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2021-07-18 11:55:09
氫能
@快槍手:氫能產業鏈及概念股全解析(更新中)
國新辦7月16日下午就2021年上半年中央企業經濟運行情況舉行新聞發布會。國務院國資委秘書長、新聞發言人彭華崗介紹,超過三分之一的中央企業已經在制定包括制氫、儲氫、加氫、用氫等全產業鏈布局,取得了一批技術研發和示范應用成果。彭華崗介紹,對于碳達峰、碳中和行動,國資委高度重視,正在積極研究
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2023-10-09 11:33:26
最近節奏不錯,繼續保(bao)持
精倫電子(zi)2板上車,今(jin)天(tian)鎖(suo)定。光(guang)弘科(ke)(ke)技持(chi)續跟蹤(zong)吃兩(liang)波,菲(fei)菱科(ke)(ke)思持(chi)續跟蹤(zong)也吃了兩(liang)波。減(jian)肥(fei)藥今(jin)天(tian)新上車昊帆生(sheng)物。繼9月大肉(rou),10月以開(kai)門紅10+開(kai)局,希望節奏繼續保(bao)持(chi)。 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)
S
*ST精倫
S
光弘科技
S
菲菱科思
S
昊帆生物
0
0
0
0.53
又是(shi)要昵稱(cheng)
2023-04-12 21:41:24
【深度·天風(feng)電子(zi)】工業(ye)富聯:AI算力新時代(dai),AI服務器龍(long)頭有望迎來(lai)高(gao)速成(cheng)長期
深度(du)·天風電子】工(gong)業(ye)富聯:AI算力(li)新時(shi)代,AI服務(wu)(wu)器龍(long)頭有(you)望迎來(lai)高速成(cheng)長(chang)期 原(yuan)創 天風電子潘暕團(tuan)隊 維持(chi)23年253億(yi)歸(gui)(gui)母凈(jing)(jing)利潤的(de)(de)盈利預測(ce),將24年歸(gui)(gui)母凈(jing)(jing)利潤由272億(yi)上調(diao)(diao)至317億(yi),將25年歸(gui)(gui)母凈(jing)(jing)利潤由291億(yi)上調(diao)(diao)至396億(yi)。調(diao)(diao)整的(de)(de)主要(yao)原(yuan)因是我們認為公司主營業(ye)務(wu)(wu)通信網絡設(she)備(bei)、云服務(wu)(wu)設(she)備(bei)充分(fen)受(shou)益(yi)于AI應(ying)用驅動的(de)(de)算力(li)建(jian)設(she)景氣周(zhou)期,相關行業(ye)整體趨勢向(xiang)好(hao),未來(lai)仍有(you)較(jiao)大的(de)(de)增長(chang)空間。綜合(he)考慮(lv),給予公司38.4元(yuan)/股(gu)的(de)(de)目標價(jia),對(dui)應(ying)23年30倍(bei)估值,維持(chi)“買入”評級(ji)。
【深度·天風電子】工業富聯:AI算力新時代,AI服務器龍頭有望迎來高速成長期
S
工業富聯
S
浪潮信息
S
烽火通信
3
0
2
0.57
又是要昵稱
2022-09-04 13:47:07
轉(zhuan)天風通(tong)信
【天(tian)風通(tong)(tong)(tong)信(xin)】華(hua)為Mate 50 短(duan)報(bao)(bao)文(wen)通(tong)(tong)(tong)信(xin)事件(jian)點(dian)評&衛(wei)(wei)(wei)星產業更新 事件(jian):華(hua)為Mate 50系(xi)列(lie)將(jiang)有望搭(da)載國(guo)內首顆(ke)手(shou)機(ji)北斗(dou)短(duan)報(bao)(bao)文(wen)通(tong)(tong)(tong)信(xin)射(she)頻基帶一體化芯片,同樣將(jiang)實現大眾智能手(shou)機(ji)衛(wei)(wei)(wei)星通(tong)(tong)(tong)信(xin)能力(li)。 我(wo)(wo)們于8月9日-8月12日國(guo)防信(xin)息(xi)&空天(tian)信(xin)息(xi)電話(hua)會議,重點(dian)提示通(tong)(tong)(tong)導(dao)遙(yao)板塊投資機(ji)會!除了本次手(shou)機(ji)短(duan)報(bao)(bao)文(wen)通(tong)(tong)(tong)信(xin)技術(shu)變(bian)革外,我(wo)(wo)們預判我(wo)(wo)國(guo)低(di)軌衛(wei)(wei)(wei)星&北斗(dou)導(dao)航(hang)&遙(yao)感衛(wei)(wei)(wei)星及(ji)應用三大領域都將(jiang)會陸續(xu)迎(ying)來(lai)新的發展階段。 1、華(hua)為mate主要依(yi)托(tuo)北斗(dou)短(duan)報(bao)(bao)文(wen),非手(shou)機(ji)直(zhi)連衛(wei)(wei)(wei)星技術(shu):由于衛(wei)(wei)(wei)星通(tong)(tong)(tong)信(xin)頻率差(cha)異、手(shou)機(ji)功率低(di)、鏈路距離遠(yuan)等制(zhi)約,傳統
S
電科芯片
S
華測導航
S
*ST鋮昌
S
臻鐳科技
S
海格通信
3
6
5
5.16
又是要(yao)昵稱
2022-07-20 22:14:18
公元(yuan)股份,低(di)估值基建+光伏
投資(zi)建議(yi):公司作為塑管(guan)行業龍頭(tou)企(qi)業,產能持(chi)續(xu)(xu)穩步擴張,銷售渠道加速(su)下沉,工程、地產業務有望持(chi)續(xu)(xu)發力,同時,降本(ben)增效(xiao)的持(chi)續(xu)(xu)推進(jin)也(ye)為后續(xu)(xu)盈利(li)釋放提供堅實(shi)保障(zhang)。由(you)于公司Q2階(jie)段性受疫情及成(cheng)本(ben)影響,我們下調公司22-23年收入預測(ce)至(zhi)100/122億(yi)(原(yuan)值105/122億(yi)),下調歸母凈利(li)預測(ce)至(zhi)6.1/9.1億(yi)(原(yuan)值7.4/9.1億(yi)),對應(ying)當前股價(jia)PE為9/6倍,維持(chi)“買入”評級。
[中泰證券:買入]減值影響拖累業績 原料跌價支持盈利改善 事件:公司發布公告,預計22H1實現歸母凈利潤0.5-0.8億,同比下降70%-80%;預計實現扣非歸母凈利潤0.4-0... - 雪球
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2022-07-03 17:46:09
江(jiang)蘇哈工(gong)智能機器人股份有(you)限公(gong)司
@韭菜炒鹵蛋:哈工智能:工業機器人+醫療機器人板塊的小巨人
2022世界機器人大會將于8月18日-22日在北京舉辦,本屆大會包括論壇、博覽會、機器人大賽等活動。另外,作為全球首臺自適應機器人的原創者,非夕科技已于近期完成近億美元B+輪融資,融后估值達到獨角獸級別。周末最新消息:別看五部門說了這么多,其實重點還是在于“智能制造”,就是機器人。先來說一下機器人市
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2022-06-19 17:54:06
康(kang)達新材能(neng)否實(shi)現反(fan)轉? 摘要:國資(zi)背(bei)景(jing),風(feng)電軍工雙(shuang)賽道,有望困境反(fan)轉,價值重估&
康達新(xin)材邏輯
康達新材能否實現反轉? 摘要:國資背景,風電軍工雙賽道,有望困境反轉,價值重估 ——————————————全網首發,老鐵們久等了 基本面分析 ... - 雪球
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2022-01-12 12:37:05
補漲邏輯,看今天(tian)能(neng)不能(neng)漲停
@鐵頭韭:華納藥廠:集新冠藥、中藥、幽門螺旋桿菌于一體的低位科創板
新冠藥:公司裸花紫珠分散片在抗菌方面具有顯著療效,可替代部分抗生素使用,可用于新型冠狀病毒感染肺炎合并細菌感染的患者,減少抗生素耐藥;吸入用乙酰半胱氨酸溶液對出現咳嗽、呼吸困難等呼吸道感染癥狀的患者具有重要作用。上述兩個品種均入選浙江省臨時性掛網采購的新型冠狀病毒感染肺炎診療有關藥品目錄。 
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2022-01-09 11:06:45
邏輯(ji)不(bu)錯的
@鐵頭韭:塞力醫療:布局多條黃金黃金賽道 低估的醫藥新星即將騰飛
2021年11月19日,國家醫保局印發《DRG/DIP支付方式改革三年行動計劃》(。《三年行動計劃》的頒布實施,標志著經過三年試點并取得初步成效之后,正式吹響了全面推行以DRG/DIP為重點的醫保支付方式的行動號角,同時也描繪了一幅未來三年醫保支付方式改革推進的路線圖。《三年行動計劃》規定,“統籌地
66 贊同-42 評論
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2022-01-05 00:06:29
易聯眾
@我是猛爺:龍頭打出高度,板塊待補漲!!!
DRG全稱Diagnosis Related GroupsDRG是當今世界公認的比較先進的支付方式之一,稱為疾病診斷相關分組,是專門用于醫療保險預付款制度的分類編碼標準,它是一種相似或者相近的病例組合分類方法。根據病人的“年齡、性別、住院天數、臨床診斷天數、臨床診斷、病癥、手術、疾病嚴重程度,合并癥
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2021-09-15 23:51:07
盛新鋰能
@不騎大象上班:盛新鋰能調研紀要
基本情況: 公司于2008年上市,以前主要做人造板材業務,從16年開始切入到新能源材料領域。去年原有的人造板業務全部剝離,目前是一個比較純正的做鋰的公司。 主營業務: 公司目前的主要業務包括鋰礦采選、鋰鹽和金屬鋰的生產,業務目前主要集中在四川。另外公司還有少部分的林木業務,后續會適時地剝離出去。
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2021-09-15 23:43:37
電解液
@不騎大象上班:紀要|如何看當前的電解液行業
電解液是鋰電池四大關鍵材料之一,成本、技術及先發優勢構筑核心壁壘。電解質是鋰離子遷移和電荷傳遞的介質,通常由鋰鹽溶質、高純度有機溶劑、和必要添加劑在一定條件下按特定比例配置而成,是鋰電池獲得高電壓、高比能等優點的保證。 鋰鹽、溶劑和添加劑在電解液中的質量占比分別為10%~12%、80%-85%、3%
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2021-07-27 21:47:23
好貼
@我的金毛是弱智:光伏產業鏈掃盲以及個股歸類
看完就入門。
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2021-07-22 00:05:58
光伏
@聽風的韭菜:【中泰電新】光伏:產業鏈博弈或結束,大級別行情開啟!
【中泰電新 蘇晨團隊】光伏:光伏板塊大漲,產業鏈博弈或結束,大級別行情開啟!7月21日,隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲,此前國內硅料、硅片等價格進入緩行期間,6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂,產業鏈動態博弈或趨于結束。底
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2021-07-22 00:05:51
光(guang)伏
@聽風的韭菜:【中泰電新】光伏:產業鏈博弈或結束,大級別行情開啟!
【中泰電新 蘇晨團隊】光伏:光伏板塊大漲,產業鏈博弈或結束,大級別行情開啟!7月21日,隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲,此前國內硅料、硅片等價格進入緩行期間,6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂,產業鏈動態博弈或趨于結束。底
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2021-07-18 11:55:09
氫能
@快槍手:氫能產業鏈及概念股全解析(更新中)
國新辦7月16日下午就2021年上半年中央企業經濟運行情況舉行新聞發布會。國務院國資委秘書長、新聞發言人彭華崗介紹,超過三分之一的中央企業已經在制定包括制氫、儲氫、加氫、用氫等全產業鏈布局,取得了一批技術研發和示范應用成果。彭華崗介紹,對于碳達峰、碳中和行動,國資委高度重視,正在積極研究
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又是要昵稱(cheng)
2023-10-09 11:33:26
最(zui)近節奏不錯,繼續保持
精倫電子2板(ban)上車,今天鎖(suo)定。光弘科(ke)技(ji)持(chi)續(xu)跟蹤吃兩(liang)波,菲菱(ling)科(ke)思(si)持(chi)續(xu)跟蹤也吃了兩(liang)波。減肥(fei)藥今天新上車昊帆生物。繼(ji)9月大肉,10月以開門紅10+開局(ju),希望(wang)節奏繼(ji)續(xu)保持(chi)。 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*ST精倫
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光弘科技
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菲菱科思
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昊帆生物
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0.53
又是要(yao)昵(ni)稱
2023-04-12 21:41:24
【深度·天風(feng)電子】工(gong)業富聯:AI算(suan)力(li)新時代,AI服(fu)務器(qi)龍(long)頭(tou)有(you)望迎來高(gao)速成長期
深度·天(tian)風電(dian)子】工業(ye)富聯:AI算力新時代(dai),AI服務器龍(long)頭(tou)有望(wang)迎來高速成長期 原(yuan)創(chuang) 天(tian)風電(dian)子潘暕團隊 維持23年253億(yi)歸(gui)母(mu)凈利潤的(de)盈利預測(ce),將24年歸(gui)母(mu)凈利潤由(you)272億(yi)上(shang)調至317億(yi),將25年歸(gui)母(mu)凈利潤由(you)291億(yi)上(shang)調至396億(yi)。調整的(de)主(zhu)要(yao)原(yuan)因是我(wo)們認為(wei)公(gong)司主(zhu)營業(ye)務通信網絡設備(bei)、云(yun)服務設備(bei)充分受(shou)益于AI應用驅(qu)動的(de)算力建設景氣周期,相關行業(ye)整體趨勢向好,未來仍有較大的(de)增長空間。綜合(he)考慮(lv),給予公(gong)司38.4元/股的(de)目標價(jia),對應23年30倍估(gu)值,維持“買入(ru)”評級。
【深度·天風電子】工業富聯:AI算力新時代,AI服務器龍頭有望迎來高速成長期
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工業富聯
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浪潮信息
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烽火通信
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0.57
又是要昵(ni)稱
2022-09-04 13:47:07
轉天風通信
【天(tian)(tian)風(feng)通(tong)(tong)(tong)信(xin)(xin)】華為Mate 50 短(duan)報文(wen)通(tong)(tong)(tong)信(xin)(xin)事(shi)(shi)件點(dian)評&衛(wei)(wei)星產業(ye)更(geng)新 事(shi)(shi)件:華為Mate 50系列(lie)將(jiang)(jiang)(jiang)有(you)望搭載國內首顆手(shou)(shou)機(ji)北斗(dou)(dou)短(duan)報文(wen)通(tong)(tong)(tong)信(xin)(xin)射頻(pin)基帶(dai)一(yi)體(ti)化芯片,同(tong)樣將(jiang)(jiang)(jiang)實現大眾智能手(shou)(shou)機(ji)衛(wei)(wei)星通(tong)(tong)(tong)信(xin)(xin)能力。 我(wo)(wo)們于(yu)8月(yue)9日-8月(yue)12日國防(fang)信(xin)(xin)息&空(kong)天(tian)(tian)信(xin)(xin)息電話會(hui)議,重點(dian)提示通(tong)(tong)(tong)導遙板塊投資(zi)機(ji)會(hui)!除(chu)了本次手(shou)(shou)機(ji)短(duan)報文(wen)通(tong)(tong)(tong)信(xin)(xin)技術變(bian)革外,我(wo)(wo)們預判我(wo)(wo)國低(di)軌衛(wei)(wei)星&北斗(dou)(dou)導航&遙感衛(wei)(wei)星及應用三大領域(yu)都將(jiang)(jiang)(jiang)會(hui)陸續迎(ying)來新的發展(zhan)階段。 1、華為mate主要依(yi)托北斗(dou)(dou)短(duan)報文(wen),非(fei)手(shou)(shou)機(ji)直連衛(wei)(wei)星技術:由(you)于(yu)衛(wei)(wei)星通(tong)(tong)(tong)信(xin)(xin)頻(pin)率(lv)差異(yi)、手(shou)(shou)機(ji)功率(lv)低(di)、鏈路距(ju)離遠等制約,傳統
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電科芯片
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華測導航
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臻鐳科技
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海格通信
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5.16
又是要(yao)昵稱
2022-07-20 22:14:18
公(gong)元股份,低估值基(ji)建(jian)+光伏
投資建議:公(gong)(gong)(gong)司作為塑管行業龍頭企(qi)業,產(chan)能持(chi)續(xu)穩(wen)步擴張,銷售渠道加速下(xia)(xia)沉,工(gong)程、地產(chan)業務(wu)有望(wang)持(chi)續(xu)發力(li),同(tong)時,降本增(zeng)效的持(chi)續(xu)推進(jin)也為后續(xu)盈(ying)利(li)釋(shi)放提供堅實保(bao)障(zhang)。由于公(gong)(gong)(gong)司Q2階段性受疫情及成本影(ying)響,我們下(xia)(xia)調公(gong)(gong)(gong)司22-23年收入預(yu)測至100/122億(yi)(原值(zhi)105/122億(yi)),下(xia)(xia)調歸母凈利(li)預(yu)測至6.1/9.1億(yi)(原值(zhi)7.4/9.1億(yi)),對應當前(qian)股價PE為9/6倍,維持(chi)“買入”評級(ji)。
[中泰證券:買入]減值影響拖累業績 原料跌價支持盈利改善 事件:公司發布公告,預計22H1實現歸母凈利潤0.5-0.8億,同比下降70%-80%;預計實現扣非歸母凈利潤0.4-0... - 雪球
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4.47
又是(shi)要昵稱
2022-07-03 17:46:09
江蘇哈工智(zhi)能機器人(ren)股份有限(xian)公司
@韭菜炒鹵蛋:哈工智能:工業機器人+醫療機器人板塊的小巨人
2022世界機器人大會將于8月18日-22日在北京舉辦,本屆大會包括論壇、博覽會、機器人大賽等活動。另外,作為全球首臺自適應機器人的原創者,非夕科技已于近期完成近億美元B+輪融資,融后估值達到獨角獸級別。周末最新消息:別看五部門說了這么多,其實重點還是在于“智能制造”,就是機器人。先來說一下機器人市
49 贊同-53 評論
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又(you)是(shi)要(yao)昵稱
2022-06-19 17:54:06
康達新材能否(fou)實(shi)現反(fan)轉? 摘要:國資(zi)背景(jing),風電(dian)軍工雙賽道,有望困境反(fan)轉,價值重估&
康(kang)達新材邏輯(ji)
康達新材能否實現反轉? 摘要:國資背景,風電軍工雙賽道,有望困境反轉,價值重估 ——————————————全網首發,老鐵們久等了 基本面分析 ... - 雪球
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康達新材
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1.18
又是要昵(ni)稱
2022-01-12 12:37:05
補漲邏輯(ji),看(kan)今天能不能漲停
@鐵頭韭:華納藥廠:集新冠藥、中藥、幽門螺旋桿菌于一體的低位科創板
新冠藥:公司裸花紫珠分散片在抗菌方面具有顯著療效,可替代部分抗生素使用,可用于新型冠狀病毒感染肺炎合并細菌感染的患者,減少抗生素耐藥;吸入用乙酰半胱氨酸溶液對出現咳嗽、呼吸困難等呼吸道感染癥狀的患者具有重要作用。上述兩個品種均入選浙江省臨時性掛網采購的新型冠狀病毒感染肺炎診療有關藥品目錄。 
3 贊同-3 評論
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又是要(yao)昵稱
2022-01-09 11:06:45
邏輯(ji)不錯的
@鐵頭韭:塞力醫療:布局多條黃金黃金賽道 低估的醫藥新星即將騰飛
2021年11月19日,國家醫保局印發《DRG/DIP支付方式改革三年行動計劃》(。《三年行動計劃》的頒布實施,標志著經過三年試點并取得初步成效之后,正式吹響了全面推行以DRG/DIP為重點的醫保支付方式的行動號角,同時也描繪了一幅未來三年醫保支付方式改革推進的路線圖。《三年行動計劃》規定,“統籌地
66 贊同-42 評論
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又(you)是要昵稱
2022-01-05 00:06:29
易聯眾(zhong)
@我是猛爺:龍頭打出高度,板塊待補漲!!!
DRG全稱Diagnosis Related GroupsDRG是當今世界公認的比較先進的支付方式之一,稱為疾病診斷相關分組,是專門用于醫療保險預付款制度的分類編碼標準,它是一種相似或者相近的病例組合分類方法。根據病人的“年齡、性別、住院天數、臨床診斷天數、臨床診斷、病癥、手術、疾病嚴重程度,合并癥
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2021-09-15 23:51:07
盛新鋰能
@不騎大象上班:盛新鋰能調研紀要
基本情況: 公司于2008年上市,以前主要做人造板材業務,從16年開始切入到新能源材料領域。去年原有的人造板業務全部剝離,目前是一個比較純正的做鋰的公司。 主營業務: 公司目前的主要業務包括鋰礦采選、鋰鹽和金屬鋰的生產,業務目前主要集中在四川。另外公司還有少部分的林木業務,后續會適時地剝離出去。
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2021-09-15 23:43:37
電解液
@不騎大象上班:紀要|如何看當前的電解液行業
電解液是鋰電池四大關鍵材料之一,成本、技術及先發優勢構筑核心壁壘。電解質是鋰離子遷移和電荷傳遞的介質,通常由鋰鹽溶質、高純度有機溶劑、和必要添加劑在一定條件下按特定比例配置而成,是鋰電池獲得高電壓、高比能等優點的保證。 鋰鹽、溶劑和添加劑在電解液中的質量占比分別為10%~12%、80%-85%、3%
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2021-07-27 21:47:23
好貼
@我的金毛是弱智:光伏產業鏈掃盲以及個股歸類
看完就入門。
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2021-07-22 00:05:58
光伏(fu)
@聽風的韭菜:【中泰電新】光伏:產業鏈博弈或結束,大級別行情開啟!
【中泰電新 蘇晨團隊】光伏:光伏板塊大漲,產業鏈博弈或結束,大級別行情開啟!7月21日,隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲,此前國內硅料、硅片等價格進入緩行期間,6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂,產業鏈動態博弈或趨于結束。底
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2021-07-22 00:05:51
光伏(fu)
@聽風的韭菜:【中泰電新】光伏:產業鏈博弈或結束,大級別行情開啟!
【中泰電新 蘇晨團隊】光伏:光伏板塊大漲,產業鏈博弈或結束,大級別行情開啟!7月21日,隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲,此前國內硅料、硅片等價格進入緩行期間,6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂,產業鏈動態博弈或趨于結束。底
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2021-07-18 11:55:09
氫能
@快槍手:氫能產業鏈及概念股全解析(更新中)
國新辦7月16日下午就2021年上半年中央企業經濟運行情況舉行新聞發布會。國務院國資委秘書長、新聞發言人彭華崗介紹,超過三分之一的中央企業已經在制定包括制氫、儲氫、加氫、用氫等全產業鏈布局,取得了一批技術研發和示范應用成果。彭華崗介紹,對于碳達峰、碳中和行動,國資委高度重視,正在積極研究
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2023-10-09 11:33:26
最近節(jie)奏不錯,繼續保(bao)持
精倫電(dian)子2板上(shang)車,今天鎖定。光弘科技持(chi)續跟(gen)蹤吃(chi)(chi)兩(liang)波(bo)(bo),菲菱科思持(chi)續跟(gen)蹤也(ye)吃(chi)(chi)了兩(liang)波(bo)(bo)。減(jian)肥藥今天新上(shang)車昊帆(fan)生物。繼9月大肉,10月以開(kai)門(men)紅10+開(kai)局(ju),希望節奏繼續保持(chi)。 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shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)
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菲菱科思
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又是要昵(ni)稱
2023-04-12 21:41:24
【深(shen)度·天(tian)風電子】工(gong)業富聯:AI算力新時代(dai),AI服務器龍頭有望迎來高速成長期
深度·天(tian)風電子】工業富聯:AI算力(li)新時代,AI服(fu)務器龍頭有望迎來高速成長期(qi) 原創 天(tian)風電子潘暕團(tuan)隊 維(wei)(wei)持23年(nian)253億(yi)歸母(mu)(mu)凈(jing)(jing)利(li)(li)潤的(de)盈利(li)(li)預測,將(jiang)24年(nian)歸母(mu)(mu)凈(jing)(jing)利(li)(li)潤由(you)272億(yi)上(shang)調至(zhi)317億(yi),將(jiang)25年(nian)歸母(mu)(mu)凈(jing)(jing)利(li)(li)潤由(you)291億(yi)上(shang)調至(zhi)396億(yi)。調整(zheng)(zheng)的(de)主要(yao)原因是我們認為公(gong)(gong)司主營業務通信網絡設(she)備、云(yun)服(fu)務設(she)備充(chong)分受益于AI應用(yong)驅(qu)動的(de)算力(li)建(jian)設(she)景(jing)氣周期(qi),相關行(xing)業整(zheng)(zheng)體趨勢向(xiang)好,未來仍有較大的(de)增長空間(jian)。綜合考慮(lv),給予公(gong)(gong)司38.4元/股的(de)目標價,對應23年(nian)30倍估值(zhi),維(wei)(wei)持“買入(ru)”評級。
【深度·天風電子】工業富聯:AI算力新時代,AI服務器龍頭有望迎來高速成長期
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2022-09-04 13:47:07
轉天風通信(xin)
【天風(feng)通(tong)(tong)(tong)(tong)信】華為(wei)Mate 50 短報文通(tong)(tong)(tong)(tong)信事(shi)件(jian)點評(ping)&衛(wei)(wei)星(xing)(xing)(xing)(xing)產業更新 事(shi)件(jian):華為(wei)Mate 50系列將(jiang)有望(wang)搭載國內(nei)首顆手(shou)機(ji)北斗(dou)短報文通(tong)(tong)(tong)(tong)信射頻(pin)基帶一體(ti)化芯片,同樣將(jiang)實現大眾智能(neng)手(shou)機(ji)衛(wei)(wei)星(xing)(xing)(xing)(xing)通(tong)(tong)(tong)(tong)信能(neng)力。 我們于(yu)8月(yue)9日(ri)-8月(yue)12日(ri)國防信息&空天信息電話會議,重點提示通(tong)(tong)(tong)(tong)導(dao)遙板(ban)塊投資機(ji)會!除了本次手(shou)機(ji)短報文通(tong)(tong)(tong)(tong)信技術變革外,我們預判我國低軌(gui)衛(wei)(wei)星(xing)(xing)(xing)(xing)&北斗(dou)導(dao)航&遙感衛(wei)(wei)星(xing)(xing)(xing)(xing)及應用三(san)大領域都(dou)將(jiang)會陸續迎(ying)來新的發展階(jie)段。 1、華為(wei)mate主(zhu)要依托北斗(dou)短報文,非手(shou)機(ji)直(zhi)連衛(wei)(wei)星(xing)(xing)(xing)(xing)技術:由于(yu)衛(wei)(wei)星(xing)(xing)(xing)(xing)通(tong)(tong)(tong)(tong)信頻(pin)率差異、手(shou)機(ji)功率低、鏈路距離(li)遠等制約(yue),傳統
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電科芯片
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華測導航
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臻鐳科技
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海格通信
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2022-07-20 22:14:18
公(gong)元股份(fen),低估值基建+光伏
投資建議:公司(si)作(zuo)為塑管行(xing)業龍頭(tou)企業,產能持續(xu)穩步擴(kuo)張,銷售渠道加速下(xia)(xia)沉,工(gong)程(cheng)、地(di)產業務有望持續(xu)發力,同時,降本增效的持續(xu)推進也(ye)為后續(xu)盈利(li)釋放提(ti)供堅(jian)實保障。由于公司(si)Q2階段性(xing)受疫(yi)情及(ji)成(cheng)本影響,我們下(xia)(xia)調公司(si)22-23年收入(ru)預測至100/122億(yi)(原(yuan)值105/122億(yi)),下(xia)(xia)調歸母凈(jing)利(li)預測至6.1/9.1億(yi)(原(yuan)值7.4/9.1億(yi)),對應(ying)當前股價PE為9/6倍(bei),維持“買(mai)入(ru)”評級。
[中泰證券:買入]減值影響拖累業績 原料跌價支持盈利改善 事件:公司發布公告,預計22H1實現歸母凈利潤0.5-0.8億,同比下降70%-80%;預計實現扣非歸母凈利潤0.4-0... - 雪球
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又(you)是(shi)要昵(ni)稱(cheng)
2022-07-03 17:46:09
江蘇哈(ha)工智能機器人股份有(you)限(xian)公司
@韭菜炒鹵蛋:哈工智能:工業機器人+醫療機器人板塊的小巨人
2022世界機器人大會將于8月18日-22日在北京舉辦,本屆大會包括論壇、博覽會、機器人大賽等活動。另外,作為全球首臺自適應機器人的原創者,非夕科技已于近期完成近億美元B+輪融資,融后估值達到獨角獸級別。周末最新消息:別看五部門說了這么多,其實重點還是在于“智能制造”,就是機器人。先來說一下機器人市
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2022-06-19 17:54:06
康達(da)新(xin)材能否實現(xian)反(fan)(fan)轉(zhuan)? 摘要:國資背景,風(feng)電軍工雙賽(sai)道,有望困境反(fan)(fan)轉(zhuan),價(jia)值重(zhong)估&
康達新材邏輯
康達新材能否實現反轉? 摘要:國資背景,風電軍工雙賽道,有望困境反轉,價值重估 ——————————————全網首發,老鐵們久等了 基本面分析 ... - 雪球
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康達新材
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又是(shi)要昵稱(cheng)
2022-01-12 12:37:05
補漲邏輯(ji),看今天能(neng)(neng)不能(neng)(neng)漲停
@鐵頭韭:華納藥廠:集新冠藥、中藥、幽門螺旋桿菌于一體的低位科創板
新冠藥:公司裸花紫珠分散片在抗菌方面具有顯著療效,可替代部分抗生素使用,可用于新型冠狀病毒感染肺炎合并細菌感染的患者,減少抗生素耐藥;吸入用乙酰半胱氨酸溶液對出現咳嗽、呼吸困難等呼吸道感染癥狀的患者具有重要作用。上述兩個品種均入選浙江省臨時性掛網采購的新型冠狀病毒感染肺炎診療有關藥品目錄。 
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2022-01-09 11:06:45
邏輯不錯的
@鐵頭韭:塞力醫療:布局多條黃金黃金賽道 低估的醫藥新星即將騰飛
2021年11月19日,國家醫保局印發《DRG/DIP支付方式改革三年行動計劃》(。《三年行動計劃》的頒布實施,標志著經過三年試點并取得初步成效之后,正式吹響了全面推行以DRG/DIP為重點的醫保支付方式的行動號角,同時也描繪了一幅未來三年醫保支付方式改革推進的路線圖。《三年行動計劃》規定,“統籌地
66 贊同-42 評論
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2022-01-05 00:06:29
易(yi)聯眾
@我是猛爺:龍頭打出高度,板塊待補漲!!!
DRG全稱Diagnosis Related GroupsDRG是當今世界公認的比較先進的支付方式之一,稱為疾病診斷相關分組,是專門用于醫療保險預付款制度的分類編碼標準,它是一種相似或者相近的病例組合分類方法。根據病人的“年齡、性別、住院天數、臨床診斷天數、臨床診斷、病癥、手術、疾病嚴重程度,合并癥
78 贊同-48 評論
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2021-09-15 23:51:07
盛新鋰能
@不騎大象上班:盛新鋰能調研紀要
基本情況: 公司于2008年上市,以前主要做人造板材業務,從16年開始切入到新能源材料領域。去年原有的人造板業務全部剝離,目前是一個比較純正的做鋰的公司。 主營業務: 公司目前的主要業務包括鋰礦采選、鋰鹽和金屬鋰的生產,業務目前主要集中在四川。另外公司還有少部分的林木業務,后續會適時地剝離出去。
20 贊同-7 評論
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2021-09-15 23:43:37
電解(jie)液
@不騎大象上班:紀要|如何看當前的電解液行業
電解液是鋰電池四大關鍵材料之一,成本、技術及先發優勢構筑核心壁壘。電解質是鋰離子遷移和電荷傳遞的介質,通常由鋰鹽溶質、高純度有機溶劑、和必要添加劑在一定條件下按特定比例配置而成,是鋰電池獲得高電壓、高比能等優點的保證。 鋰鹽、溶劑和添加劑在電解液中的質量占比分別為10%~12%、80%-85%、3%
7 贊同-6 評論
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2021-07-27 21:47:23
好貼
@我的金毛是弱智:光伏產業鏈掃盲以及個股歸類
看完就入門。
223 贊同-122 評論
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2021-07-22 00:05:58
光伏
@聽風的韭菜:【中泰電新】光伏:產業鏈博弈或結束,大級別行情開啟!
【中泰電新 蘇晨團隊】光伏:光伏板塊大漲,產業鏈博弈或結束,大級別行情開啟!7月21日,隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲,此前國內硅料、硅片等價格進入緩行期間,6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂,產業鏈動態博弈或趨于結束。底
26 贊同-28 評論
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2021-07-22 00:05:51
光伏
@聽風的韭菜:【中泰電新】光伏:產業鏈博弈或結束,大級別行情開啟!
【中泰電新 蘇晨團隊】光伏:光伏板塊大漲,產業鏈博弈或結束,大級別行情開啟!7月21日,隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲,此前國內硅料、硅片等價格進入緩行期間,6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂,產業鏈動態博弈或趨于結束。底
26 贊同-28 評論
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2021-07-18 11:55:09
氫能
@快槍手:氫能產業鏈及概念股全解析(更新中)
國新辦7月16日下午就2021年上半年中央企業經濟運行情況舉行新聞發布會。國務院國資委秘書長、新聞發言人彭華崗介紹,超過三分之一的中央企業已經在制定包括制氫、儲氫、加氫、用氫等全產業鏈布局,取得了一批技術研發和示范應用成果。彭華崗介紹,對于碳達峰、碳中和行動,國資委高度重視,正在積極研究
118 贊同-129 評論
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