十八岁免费观看全集高清,金瓶3之野鸳鸯a片在线观看,又黄又爽又色视频免费学生,av无码免费看,真人做爰视频免费观播放
異動
關注
社群
搜公告
產業庫
時間軸
公社AI
通知
全部已(yi)讀
暫無數據
私信
暫無數據
登錄注冊
我的主頁
退出
練心一劍
十年磨一劍,股市顯鋒芒。
個人資料
練心一劍
中線波段的老股民
2021-09-04 14:16:19
近期(qi)景氣(qi)賽道(dao)行業(ye)龍(long)頭股
1、 光(guang)伏(fu) 光(guang)伏(fu):晶科科技(ji)、意(yi)華股(gu)份(fen)(fen)、特變(bian)電(dian)(dian)工、江蘇新能(neng)(neng)(neng)(neng)、深圳燃氣(qi)、吉(ji)電(dian)(dian)股(gu)份(fen)(fen)、金晶科技(ji)、億利潔能(neng)(neng)(neng)(neng)、伊(yi)戈(ge)爾、上機數控、杭鍋股(gu)份(fen)(fen)、中(zhong)國電(dian)(dian)建(jian)、康(kang)達新材、福萊特 BIPV:林洋能(neng)(neng)(neng)(neng)源、瑞和股(gu)份(fen)(fen)、亞瑪頓(dun)、東南網架(jia)、啟(qi)迪設計、森(sen)特股(gu)份(fen)(fen)、東旭藍天(tian)、拓日新能(neng)(neng)(neng)(neng) 光(guang)伏(fu)電(dian)(dian)池:愛康(kang)科技(ji)、愛旭股(gu)份(fen)(fen)、北京科銳、蘇州固锝(de) EVA樹脂(zhi):東方盛虹、聯(lian)泓新科 2、 風(feng)電(dian)(dian) 大金重工、甘肅電(dian)(dian)投、中(zhong)環海陸、天(tian)順風(feng)能(neng)(neng)(neng)(neng)、嘉澤新能(neng)(neng)(neng)(neng)、金風(feng)科技(ji)、福能(neng)(neng)(neng)(neng)股(gu)份(fen)(fen)、明陽智(zhi)能(neng)(neng)(neng)(neng)、運達股(gu)份(fen)(fen)、中(zhong)際聯(lian)合、日月股(gu)份(fen)(fen)、振江股(gu)份(fen)(fen)、中(zhong)閩(min)能(neng)(neng)(neng)(neng)源、金盤科技(ji)、東方電(dian)(dian)氣(qi)、中(zhong)材科技(ji)、金雷
S
晶科科技
24
29
39
24.92
練心一劍
中線波段的老股民
2021-09-03 22:22:52
工業軟(ruan)件:智(zhi)能制(zhi)造(zao)自(zi)主可控核心(xin)領域
工信(xin)部(bu)等六部(bu)門近日聯合印發(fa)(fa)《關于加快培育發(fa)(fa)展制(zhi)造(zao)業(ye)(ye)(ye)優(you)(you)質企業(ye)(ye)(ye)的(de)(de)(de)指導(dao)意見》,提出提高優(you)(you)質企業(ye)(ye)(ye)自(zi)主創新(xin)能力(li),推(tui)(tui)(tui)動(dong)產(chan)業(ye)(ye)(ye)數字化(hua)發(fa)(fa)展,大力(li)推(tui)(tui)(tui)動(dong)自(zi)主可控工業(ye)(ye)(ye)軟(ruan)件推(tui)(tui)(tui)廣應用(yong)。 近年(nian)(nian)來(lai),國(guo)家密集出臺智能制(zhi)造(zao)、工業(ye)(ye)(ye)互聯網政策指引(yin),尤以新(xin)基建的(de)(de)(de)提出凝聚了共識。 第三次(ci)工業(ye)(ye)(ye)與科技革(ge)命(ming)以來(lai),先進工業(ye)(ye)(ye)體與工業(ye)(ye)(ye)軟(ruan)件巨(ju)頭的(de)(de)(de)崛起相伴相生,當前我(wo)國(guo)工業(ye)(ye)(ye)軟(ruan)件的(de)(de)(de)發(fa)(fa)展與工業(ye)(ye)(ye)產(chan)值嚴重不匹配,但政策的(de)(de)(de)強力(li)扶(fu)持和全球先進制(zhi)造(zao)產(chan)業(ye)(ye)(ye)的(de)(de)(de)聚集,為國(guo)內相關IT產(chan)業(ye)(ye)(ye)的(de)(de)(de)發(fa)(fa)展創造(zao)了優(you)(you)良契機(ji)。 據工信(xin)部(bu),2019年(nian)(nian)我(wo)國(guo)工業(ye)(ye)(ye)增加值總量占全球比重超過20%。同(tong)年(nian)(nian)我(wo)國(guo)
S
寶信軟件
2
17
22
16.41
練心一(yi)劍
中線波段的老股民
2021-09-03 20:10:51
風能最(zui)全產業鏈(lian)一覽
來源: 科技華叔 許多人可(ke)能會(hui)焦慮,風(feng)(feng)(feng)能和光伏(fu)(fu)會(hui)不(bu)會(hui)打(da)架?其實這大(da)(da)(da)可(ke)不(bu)用擔心(xin),風(feng)(feng)(feng)能和光伏(fu)(fu)就像兩(liang)兄弟(di),屬于互補(bu)關(guan)系,在白天(tian)光伏(fu)(fu)發電(dian)量(liang)大(da)(da)(da),而到晚上就是風(feng)(feng)(feng)能的(de)天(tian)下(xia)(xia),在不(bu)限電(dian),且(qie)電(dian)網約束背景下(xia)(xia),光伏(fu)(fu)發電(dian)量(liang)最(zui)大(da)(da)(da)占(zhan)(zhan)比(bi)31%,風(feng)(feng)(feng)電(dian)發電(dian)量(liang)最(zui)大(da)(da)(da)占(zhan)(zhan)比(bi)75%。而且(qie)從出力(li)角度考慮,兩(liang)者互補(bu)效果較好。 好了(le),我(wo)們(men)再看看國家能源局公布的(de)未(wei)來風(feng)(feng)(feng)能、光伏(fu)(fu)目(mu)標(biao),2025年(nian)(nian)風(feng)(feng)(feng)電(dian)、光伏(fu)(fu)發電(dian)量(liang)占(zhan)(zhan)比(bi)到達16.5%,2021年(nian)(nian)占(zhan)(zhan)比(bi)達到11%,去(qu)年(nian)(nian)這兩(liang)項能源輸(shu)出已占(zhan)(zhan)比(bi)9.7%。 火(huo)力(li)發電(dian)的(de)占(zhan)(zhan)比(bi)還(huan)是很高,占(zhan)(zhan)供(gong)電(dian)總量(liang)的(de)73.7%,按照(zhao)我(wo)們(men)要實現
S
天順風能
330
226
286
252.76
練(lian)心(xin)一(yi)劍(jian)
中線波段的老股民
2021-09-03 08:54:06
【基(ji)建(jian)】能源新基(ji)建(jian)的五大(da)受益方向
轉(zhuan)自 研訊社 受益(yi)方(fang)向一(光(guang)(guang)伏):九大清(qing)(qing)(qing)潔(jie)(jie)能(neng)(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di)保障光(guang)(guang)伏基(ji)礎建(jian)設(she),光(guang)(guang)伏屋頂(ding)滲(shen)透率將快(kuai)速提升。 我國九大能(neng)(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di)主要(yao)包(bao)括松遼清(qing)(qing)(qing)潔(jie)(jie)能(neng)(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di);冀(ji)北清(qing)(qing)(qing)潔(jie)(jie)能(neng)(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di);黃河幾字(zi)彎清(qing)(qing)(qing)潔(jie)(jie)能(neng)(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di);河西走廊清(qing)(qing)(qing)潔(jie)(jie)能(neng)(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di);黃河上游(you)清(qing)(qing)(qing)潔(jie)(jie)能(neng)(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di);新疆清(qing)(qing)(qing)潔(jie)(jie)能(neng)(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di);金沙(sha)江(jiang)上游(you)清(qing)(qing)(qing)潔(jie)(jie)能(neng)(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di);雅礱江(jiang)流(liu)域清(qing)(qing)(qing)潔(jie)(jie)能(neng)(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di);金沙(sha)江(jiang)下游(you)清(qing)(qing)(qing)潔(jie)(jie)能(neng)(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di)。 大清(qing)(qing)(qing)潔(jie)(jie)能(neng)(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di)以地(di)(di)域劃分(fen),形式上以風光(guang)(guang)儲一體化為主,其實(shi)代表了(le)發(fa)展光(guang)(guang)伏基(ji)建(jian);預計我國十四五期間光(guang)(guang)伏年均(jun)新增裝機規模在(zai)(zai)60GW,到2025年的(de)年復合增速在(zai)(zai)20%左右。 另外,國家能(neng)(neng)源(yuan)(yuan)(yuan)局(ju)綜
S
晶科科技
6
13
15
13.80
練心一劍
中線波段的老股民
2021-09-02 08:22:36
鋰電龍頭(tou)“泡沫”還能吹多久(jiu)
證(zheng)券市(shi)(shi)場紅周刊(kan) 記者 | 王飛 張桔 ·編者按(an)· 當前的(de)鋰電(dian)池(chi)領域存在明(ming)顯供(gong)需不平(ping)衡的(de)問(wen)題(ti),在國內市(shi)(shi)場未來幾年(nian)預(yu)期(qi)幾千億的(de)市(shi)(shi)場規模的(de)情況(kuang)下(xia),出(chu)現了(le)萬億市(shi)(shi)值的(de)鋰電(dian)龍頭(tou)。有投資人(ren)測算,三(san)年(nian)后鋰電(dian)行業(ye)可能(neng)(neng)會(hui)出(chu)現明(ming)顯的(de)產能(neng)(neng)過剩情況(kuang),“龍頭(tou)不倒(dao)”的(de)情況(kuang)也只是一(yi)種(zhong)猜(cai)想,回看當年(nian)無(wu)錫尚(shang)德的(de)歷(li)史(shi)就(jiu)會(hui)知(zhi)道,任何企業(ye)在市(shi)(shi)場面前都需要(yao)謹慎(shen),而(er)不是豪賭明(ming)天。 ·市(shi)(shi)場供(gong)需篇· 鋰電(dian)龍頭(tou)站在產能(neng)(neng)過剩的(de)門(men)檻上 在有研報預(yu)計到(dao)2060年(nian)動力電(dian)池(chi)、儲能(neng)(neng)等業(ye)務會(hui)有多(duo)大市(shi)(shi)場和產能(neng)(neng)缺口之際,接受《紅周刊(kan)》采訪的(de)職業(ye)投資人(ren)認為,未來三(san)年(nian)
S
寧德時代
3
9
4
6.30
練心一劍(jian)
中線波段的老股民
2021-09-02 08:21:45
鋰(li)電池負極材料(liao)
(報告出品方(fang)/作者:川財(cai)證券(quan),孫(sun)燦(can))網頁鏈接 一、 鋰電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)負極材(cai)(cai)料(liao)概述 1.1 負極材(cai)(cai)料(liao)簡介 負極材(cai)(cai)料(liao)是鋰電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)四大(da)關鍵(jian)材(cai)(cai)料(liao)之一。鋰離(li)子(zi)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)包含兩個(ge)電(dian)(dian)(dian)(dian)極(正(zheng)極、負極),每個(ge)電(dian)(dian)(dian)(dian)極中都有一層(ceng)活性物質以及(ji)能夠(gou)與外部(bu)(bu)電(dian)(dian)(dian)(dian)路連接的(de)(de)(de)(de)(de)集流器(qi),在(zai)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)充放電(dian)(dian)(dian)(dian)過(guo)程(cheng)中,通(tong)過(guo)一定量的(de)(de)(de)(de)(de)電(dian)(dian)(dian)(dian)解液(ye),電(dian)(dian)(dian)(dian)荷(he)會以離(li)子(zi)狀態(tai)進行傳輸(shu),傳輸(shu)的(de)(de)(de)(de)(de)過(guo)程(cheng)便(bian)是電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)內(nei)部(bu)(bu)的(de)(de)(de)(de)(de)氧化還(huan)原反應,在(zai)鋰電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)的(de)(de)(de)(de)(de)中間(jian)還(huan)有一層(ceng)隔板,這層(ceng)隔板對兩個(ge)電(dian)(dian)(dian)(dian)極有著絕緣的(de)(de)(de)(de)(de)作用(yong),用(yong)于電(dian)(dian)(dian)(dian)荷(he)離(li)子(zi)的(de)(de)(de)(de)(de)通(tong)過(guo)并組(zu)織電(dian)(dian)(dian)(dian)子(zi)的(de)(de)(de)(de)(de)內(nei)部(bu)(bu)轉移。鋰電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)工作時(shi)主要的(de)(de)(de)(de)(de)移動離(li)子(zi)是陽離(li)子(zi),電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)(chi)充電(dian)(dian)(dian)(dian)時(shi),正(zheng)極的(de)(de)(de)(de)(de)鋰原子(zi)電(dian)(dian)(dian)(dian)離(li)為帶正(zheng)
S
山河智能
7
7
9
8.60
練心一(yi)劍
中線波段的老股民
2021-09-02 08:20:52
光伏(fu)HJT產業鏈
異質結電(dian)池(chi)(chi)有望成為下一(yi)代主(zhu)流技(ji)術(shu)(shu)! 如何(he)提(ti)升(sheng)電(dian)池(chi)(chi)轉(zhuan)(zhuan)(zhuan)化效率(lv)以及(ji)降低發(fa)電(dian)成本是(shi)光(guang)伏行業(ye)(ye)永遠(yuan)離(li)不開(kai)的(de)課(ke)題! 伴(ban)隨著(zhu)市場(chang)主(zhu)流電(dian)池(chi)(chi)—PERC電(dian)池(chi)(chi)效率(lv)提(ti)升(sheng)開(kai)始放緩,以及(ji)基(ji)于N型(xing)硅片的(de)異質結電(dian)池(chi)(chi)產業(ye)(ye)化逐(zhu)步成熟,光(guang)伏電(dian)池(chi)(chi)產業(ye)(ye)發(fa)展(zhan)的(de)重心(xin)正在悄(qiao)然轉(zhuan)(zhuan)(zhuan)變。 業(ye)(ye)內(nei)專家認為,相(xiang)比其(qi)他技(ji)術(shu)(shu)路線,異質結電(dian)池(chi)(chi)技(ji)術(shu)(shu)具有更好的(de)轉(zhuan)(zhuan)(zhuan)換率(lv)和(he)降本空間(jian),同時也更適合與(yu)疊瓦技(ji)術(shu)(shu)相(xiang)結合,這一(yi)技(ji)術(shu)(shu)被業(ye)(ye)內(nei)稱為下一(yi)代商業(ye)(ye)光(guang)伏生(sheng)產的(de)重要候選技(ji)術(shu)(shu)。 據(ju)統計數據(ju)顯示:2019年光(guang)伏行業(ye)(ye)單晶電(dian)池(chi)(chi)片(PERC電(dian)池(chi)(chi)等)平均轉(zhuan)(zhuan)(zhuan)換效率(lv)為22.3%,理論極限值約為24%
S
隆華科技
17
22
21
30.67
練心(xin)一劍(jian)
中線波段的老股民
2021-09-01 08:07:06
“專精特新”概念(nian)股(gu)全梳理
9只個(ge)股(gu)(gu)自2020年(nian)第三季度開始獲得機(ji)構連續加(jia)倉,累(lei)積(ji)持股(gu)(gu)占(zhan)流通股(gu)(gu)比例位居前(qian)三的是綠的諧波、建龍微納和(he)圖(tu)(tu)南(nan)(nan)股(gu)(gu)份。6只個(ge)股(gu)(gu)屬(shu)(shu)于科(ke)(ke)創板(ban),主板(ban)僅(jin)科(ke)(ke)力爾一家(jia),圖(tu)(tu)南(nan)(nan)股(gu)(gu)份和(he)華(hua)辰裝備隸(li)屬(shu)(shu)于創業(ye)板(ban)。 數據來(lai)(lai)源:東(dong)(dong)方財富Choice數據 6維篩(shai)選(xuan)專精(jing)特新(xin)20強 Choice數據基(ji)于“專精(jing)特新(xin)”的314家(jia)上(shang)市(shi)公司名單,按(an)照(zhao)一定的客(ke)觀標(biao)準(zhun)(zhun)篩(shai)選(xuan)出專精(jing)特新(xin)20強標(biao)的,供投(tou)資者參(can)考,不作為投(tou)資建議。 數據來(lai)(lai)源:東(dong)(dong)方財富Choice數據 其(qi)中客(ke)觀篩(shai)選(xuan)標(biao)準(zhun)(zhun)包(bao)括: 1)3年(nian)營(ying)收復合增速高于15%; 2)3年(nian)歸屬(shu)(shu)母公司凈利潤復合增
S
綠的諧波
24
27
33
45.17
練(lian)心一劍
中線波段的老股民
2021-09-01 08:06:09
光伏產(chan)業鏈全景(jing)圖譜
光(guang)(guang)伏(fu)產業以硅(gui)為(wei)主線,上中(zhong)下游包括硅(gui)料、硅(gui)片、 電池(chi)、組件(jian)、電站等(deng)23個環(huan)節。 ▲光(guang)(guang)伏(fu)產業鏈(lian) 光(guang)(guang)伏(fu)產業鏈(lian)全景圖譜如下: 硅(gui):合(he)盛(sheng)硅(gui)業 硅(gui)料:通威股(gu)(gu)份(fen)(fen)、保(bao)利(li)協鑫(xin)、新特能(neng)源、大全能(neng)源、東(dong)(dong)方(fang)希望 硅(gui)片:隆(long)基(ji)(ji)股(gu)(gu)份(fen)(fen)、中(zhong)環(huan)股(gu)(gu)份(fen)(fen)、保(bao)利(li)協鑫(xin)、京運(yun)通 耗材:美暢股(gu)(gu)份(fen)(fen)、金博股(gu)(gu)份(fen)(fen) 電池(chi)片制造:通威股(gu)(gu)份(fen)(fen)、隆(long)基(ji)(ji)股(gu)(gu)份(fen)(fen)、天合(he)光(guang)(guang)能(neng)、山煤國(guo)際、愛康科(ke)技、東(dong)(dong)方(fang)日(ri)(ri)升(sheng)、晶澳科(ke)技、晶科(ke)科(ke)技、拓日(ri)(ri)新能(neng) 組件(jian):晶科(ke)科(ke)技、晶澳科(ke)技、隆(long)基(ji)(ji)股(gu)(gu)份(fen)(fen)、協鑫(xin)集成、順(shun)風光(guang)(guang)電、東(dong)(dong)方(fang)日(ri)(ri)升(sheng)、天合(he)光(guang)(guang)能(neng)、陽光(guang)(guang)電源、億晶光(guang)(guang)電、阿特斯、中(zhong)利(li)集團(tuan) 光(guang)(guang)伏(fu)玻璃:信義光(guang)(guang)能(neng)、福萊特
S
特變電工
933
434
540
714.15
練心一劍
中線波段的老股民
2021-09-01 08:04:46
能耗雙控、限電限產影響核心個股
轉自(zi) 研(yan)訊社 ●●●大●● 事件:第二(er)輪(lun)第四批中央(yang)(yang)生(sheng)(sheng)(sheng)(sheng)態(tai)環境(jing)保護(hu)督(du)(du)(du)察(cha)(cha)將全面(mian)(mian)啟動。 8月(yue)(yue)(yue)25日(ri),第二(er)輪(lun)第四批中央(yang)(yang)生(sheng)(sheng)(sheng)(sheng)態(tai)環境(jing)保護(hu)督(du)(du)(du)察(cha)(cha)將全面(mian)(mian)啟動,組(zu)(zu)建7個中央(yang)(yang)生(sheng)(sheng)(sheng)(sheng)態(tai)環境(jing)保護(hu)督(du)(du)(du)察(cha)(cha)組(zu)(zu),分別(bie)對吉(ji)林、山東(dong)、湖(hu)北(bei)、廣(guang)東(dong)、四川5個省,中國(guo)有色礦(kuang)業(ye)集(ji)(ji)團(tuan)有限(xian)公(gong)司、中國(guo)黃金集(ji)(ji)團(tuan)有限(xian)公(gong)司兩家中央(yang)(yang)企(qi)業(ye)開(kai)展為期約1個月(yue)(yue)(yue)的(de)督(du)(du)(du)察(cha)(cha)進駐工(gong)作。 8月(yue)(yue)(yue)26日(ri),中央(yang)(yang)第二(er)生(sheng)(sheng)(sheng)(sheng)態(tai)環境(jing)保護(hu)督(du)(du)(du)察(cha)(cha)組(zu)(zu)近(jin)日(ri)進駐山東(dong)省開(kai)展生(sheng)(sheng)(sheng)(sheng)態(tai)環境(jing)保護(hu)督(du)(du)(du)察(cha)(cha)。 8月(yue)(yue)(yue)27日(ri),中央(yang)(yang)第四生(sheng)(sheng)(sheng)(sheng)態(tai)環境(jing)保護(hu)督(du)(du)(du)察(cha)(cha)組(zu)(zu)督(du)(du)(du)察(cha)(cha)廣(guang)東(dong)省動員會在(zai)廣(guang)州召開(kai)。 8月(yue)(yue)(yue)31日(ri),中央(yang)(yang)第三生(sheng)(sheng)(sheng)(sheng)態(tai)環境(jing)保護(hu)督(du)(du)(du)察(cha)(cha)組(zu)(zu)近(jin)日(ri)進駐湖(hu)北(bei)省開(kai)
S
合盛硅業
6
10
15
24.62
練(lian)心一劍
中線波段的老股民
2021-08-31 20:15:03
國產替代進程(cheng)加(jia)速,低(di)溫銀漿空間廣(guang)闊
(報告出品(pin)方/作(zuo)者:申萬宏源,張雷) 1. 光伏銀漿行業投資邏輯(ji) 需(xu)(xu)求端:終(zhong)端裝(zhuang)(zhuang)機(ji)高(gao)景氣度及電池片技術迭(die)代支(zhi)撐(cheng)銀漿需(xu)(xu)求,產品(pin)結(jie)構轉(zhuan)型(xing)在即。 全球(qiu)光伏裝(zhuang)(zhuang)機(ji)穩健增長:全球(qiu)光伏邁向(xiang)平價時代提(ti)升終(zhong)端裝(zhuang)(zhuang)機(ji)需(xu)(xu)求確定性(xing),2021-2025 年(nian)全球(qiu)光伏新增裝(zhuang)(zhuang)機(ji)量預(yu)計分別可達 160GW、200GW、240GW、270GW、300GW,支(zhi) 撐(cheng)光伏銀漿長期需(xu)(xu)求空間。 N 型(xing)電池占比(bi)提(ti)升拉高(gao)銀漿單耗(hao):下(xia)游電池片環節高(gao)速技術迭(die)代,N 型(xing)電池起量在即, 2025 年(nian) N 型(xing)電池(TOPCon+HJT)滲透率(lv)有(you)望(wang)從 202
S
蘇州固锝
13
9
14
19.91
練心一(yi)劍
中線波段的老股民
2021-08-31 20:13:22
數控機床深度解析:國之重(zhong)器“工業母(mu)機”
機床(chuang)(chuang)(chuang)與其他(ta)機器(qi)(qi)的(de)(de)(de)(de)(de)主(zhu)要(yao)區別在(zai)于,機床(chuang)(chuang)(chuang)是(shi)(shi)制(zhi)造(zao)(zao)(zao)機器(qi)(qi)的(de)(de)(de)(de)(de)機器(qi)(qi),同時(shi)(shi)也是(shi)(shi)制(zhi)造(zao)(zao)(zao)機床(chuang)(chuang)(chuang)本(ben)身的(de)(de)(de)(de)(de)機器(qi)(qi),因此機床(chuang)(chuang)(chuang)又被(bei)稱為(wei)“工(gong)業母機”或“工(gong)具(ju)機”。 機床(chuang)(chuang)(chuang)為(wei)裝(zhuang)備(bei)制(zhi)造(zao)(zao)(zao)業提供生產(chan)設備(bei),凡是(shi)(shi)對加(jia)(jia)工(gong)精度要(yao)求較高(gao),表面粗(cu)糙(cao)度要(yao)求較細的(de)(de)(de)(de)(de)零部(bu)件都(dou)需要(yao)通(tong)過(guo)機床(chuang)(chuang)(chuang)加(jia)(jia)工(gong)。因此機床(chuang)(chuang)(chuang)在(zai)制(zhi)造(zao)(zao)(zao)業和國民經濟發(fa)展中具(ju)有舉(ju)足輕重(zhong)的(de)(de)(de)(de)(de)地(di)位。 隨著電子信息技術的(de)(de)(de)(de)(de)發(fa)展,當前機床(chuang)(chuang)(chuang)行業已進入以數控機床(chuang)(chuang)(chuang)為(wei)代表產(chan)品(pin)的(de)(de)(de)(de)(de)機電一體化時(shi)(shi)代。 數控機床(chuang)(chuang)(chuang)是(shi)(shi)一種(zhong)裝(zhuang)有程序控制(zhi)系統的(de)(de)(de)(de)(de)自(zi)動化機床(chuang)(chuang)(chuang),較好地(di)解決了(le)復(fu)雜、精密、小批量(liang)、多品(pin)種(zhong)的(de)(de)(de)(de)(de)零件加(jia)(jia)工(gong)問題(ti),是(shi)(shi)一種(zhong)柔性的(de)(de)(de)(de)(de)、高(gao)效能的(de)(de)(de)(de)(de)自(zi)動化機床(chuang)(chuang)(chuang),代表了(le)現
S
海天精工
10
10
6
10.56
練心一劍
中線波段的老股民
2021-08-31 20:11:38
5 大新能源產業(ye)鏈全景(jing)圖(tu)
來源 | 新材(cai)(cai)料(liao)在線 一、 風電(dian)(dian)(dian)(dian)(dian)(dian) 風電(dian)(dian)(dian)(dian)(dian)(dian)產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)全(quan)景(jing)(jing)圖(tu)(tu)(tu)(tu)(tu) 風電(dian)(dian)(dian)(dian)(dian)(dian)葉片(pian)產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)結(jie)(jie)(jie)構圖(tu)(tu)(tu)(tu)(tu) 二、 充電(dian)(dian)(dian)(dian)(dian)(dian)樁 充電(dian)(dian)(dian)(dian)(dian)(dian)樁產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)全(quan)景(jing)(jing)圖(tu)(tu)(tu)(tu)(tu) 三、 核電(dian)(dian)(dian)(dian)(dian)(dian) 核電(dian)(dian)(dian)(dian)(dian)(dian)產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)全(quan)景(jing)(jing)圖(tu)(tu)(tu)(tu)(tu) 四、 光伏(fu) 光伏(fu)產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)全(quan)景(jing)(jing)圖(tu)(tu)(tu)(tu)(tu) 光伏(fu)背板產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)結(jie)(jie)(jie)構圖(tu)(tu)(tu)(tu)(tu) 光伏(fu)漿料(liao)產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)結(jie)(jie)(jie)構圖(tu)(tu)(tu)(tu)(tu) 光伏(fu)玻璃產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)結(jie)(jie)(jie)構圖(tu)(tu)(tu)(tu)(tu) 多晶硅(gui)產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)結(jie)(jie)(jie)構圖(tu)(tu)(tu)(tu)(tu) 五(wu)、 儲(chu)能 電(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)全(quan)景(jing)(jing)圖(tu)(tu)(tu)(tu)(tu) 鋰電(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)全(quan)景(jing)(jing)圖(tu)(tu)(tu)(tu)(tu) 氫燃(ran)料(liao)電(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)全(quan)景(jing)(jing)圖(tu)(tu)(tu)(tu)(tu) 燃(ran)料(liao)電(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)催化劑產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)結(jie)(jie)(jie)構圖(tu)(tu)(tu)(tu)(tu) 燃(ran)料(liao)電(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)膜產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)結(jie)(jie)(jie)構圖(tu)(tu)(tu)(tu)(tu) 燃(ran)料(liao)電(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)結(jie)(jie)(jie)構圖(tu)(tu)(tu)(tu)(tu) 鋰電(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)負(fu)極材(cai)(cai)料(liao)產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)結(jie)(jie)(jie)構圖(tu)(tu)(tu)(tu)(tu) 硅(gui)碳負(fu)極材(cai)(cai)料(liao)產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)結(jie)(jie)(jie)構圖(tu)(tu)(tu)(tu)(tu) 動(dong)力電(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)電(dian)(dian)(dian)(dian)(dian)(dian)解液添(tian)加劑產(chan)(chan)(chan)(chan)(chan)(chan)業(ye)(ye)鏈(lian)(lian)(lian)(lian)結(jie)(jie)(jie)構圖(tu)(tu)(tu)(tu)(tu) 動(dong)力鋰離子
S
寧德時代
33
27
17
49.77
練心一劍
中線波段的老股民
2021-08-31 20:10:25
光(guang)伏產業鏈(lian)
來源(yuan):新(xin)材料(liao)在(zai)線 一、 光伏設備 支架:海康(kang)威視、英飛拓、愛康(kang)科(ke)(ke)技(ji)、通威股(gu)份(fen)(fen)(fen)、中(zhong)威電子(zi)、清源(yuan)股(gu)份(fen)(fen)(fen) 組(zu)件:協(xie)鑫集成、向日葵、陽光電源(yuan)、億晶(jing)(jing)光電、隆(long)(long)基(ji)股(gu)份(fen)(fen)(fen) 逆變器:冠捷科(ke)(ke)技(ji)、長高(gao)集團、科(ke)(ke)士達(da)、茂碩(shuo)電源(yuan)、可立克、科(ke)(ke)達(da)利、陽光電源(yuan)、錦浪科(ke)(ke)技(ji)、特變電工、正(zheng)泰電器、弘訊科(ke)(ke)技(ji)、德業股(gu)份(fen)(fen)(fen) 二(er)、 硅(gui)晶(jing)(jing)體(ti)及原材料(liao) 硅(gui)礦(kuang):三(san)峽(xia)新(xin)材 金屬硅(gui):合盛(sheng)硅(gui)業 晶(jing)(jing)體(ti)硅(gui):特變電工、通威股(gu)份(fen)(fen)(fen) 三(san)氯氫硅(gui):新(xin)安股(gu)份(fen)(fen)(fen)、三(san)孚股(gu)份(fen)(fen)(fen)、宏柏新(xin)材、晨(chen)光新(xin)材、華特氣體(ti) 單晶(jing)(jing)硅(gui)棒:隆(long)(long)基(ji)股(gu)份(fen)(fen)(fen) 單晶(jing)(jing)硅(gui)片:中(zhong)環股(gu)份(fen)(fen)(fen)、上海新(xin)陽、隆(long)(long)基(ji)股(gu)份(fen)(fen)(fen) 單晶(jing)(jing)硅(gui)電池:向日葵、通
S
珈偉新能
26
20
17
39.90
練心一(yi)劍
中線波段的老股民
2021-08-30 08:27:37
商(shang)湯科技(ji)沖刺港(gang)股:現金儲備190億(yi)元 “造血”問(wen)題待解
8月27日(ri),港交(jiao)所(suo)披露,人工智能(neng)公司商(shang)(shang)湯(tang)科(ke)(ke)技(ji)向港交(jiao)所(suo)主板遞(di)交(jiao)上市申請,中金(jin)公司、海(hai)通國際、匯豐(feng)銀行擔任聯席保(bao)薦(jian)人。根(gen)據此前融(rong)資(zi)(zi)估值,商(shang)(shang)湯(tang)科(ke)(ke)技(ji)或刷新(xin)人工智能(neng)領域全球最大(da)IPO紀錄。 IPO前,商(shang)(shang)湯(tang)科(ke)(ke)技(ji)已(yi)經(jing)完成了12輪融(rong)資(zi)(zi),其主要投資(zi)(zi)人包括軟銀、春華(hua)、銀湖、IDG、賽(sai)領和(he)鼎暉等(deng),直接結(jie)果是商(shang)(shang)湯(tang)科(ke)(ke)技(ji)“不(bu)差錢”。招股(gu)書(shu)顯示(shi),截(jie)至2021年(nian)6月30日(ri),商(shang)(shang)湯(tang)科(ke)(ke)技(ji)各類(lei)現金(jin)及存款儲備超過(guo)190億元(yuan),其中僅(jin)定期存款就高達(da)79.4億元(yuan)。 “AI第一(yi)股(gu)”爭奪風云再(zai)起 過(guo)去(qu)一(yi)年(nian),“AI概念”企業扎堆(dui)上市,
S
歌爾股份
1
3
3
4.74
上一(yi)頁(ye)
1
24
25
26
27
28
39
下(xia)一頁(ye)
前往
頁
練心一劍
中線波段的老股民
2021-09-04 14:16:19
近期景氣(qi)賽道行業龍頭股
1、 光(guang)(guang)伏 光(guang)(guang)伏:晶科(ke)(ke)科(ke)(ke)技(ji)、意華(hua)股(gu)份(fen)(fen)(fen)、特(te)變電(dian)(dian)工、江(jiang)蘇(su)新(xin)(xin)能(neng)、深圳燃氣、吉電(dian)(dian)股(gu)份(fen)(fen)(fen)、金晶科(ke)(ke)技(ji)、億利潔能(neng)、伊戈爾、上機數控、杭鍋(guo)股(gu)份(fen)(fen)(fen)、中國(guo)電(dian)(dian)建(jian)、康達(da)新(xin)(xin)材、福萊特(te) BIPV:林洋能(neng)源、瑞和股(gu)份(fen)(fen)(fen)、亞瑪(ma)頓、東南網架、啟迪(di)設(she)計、森特(te)股(gu)份(fen)(fen)(fen)、東旭(xu)藍(lan)天、拓(tuo)日新(xin)(xin)能(neng) 光(guang)(guang)伏電(dian)(dian)池:愛康科(ke)(ke)技(ji)、愛旭(xu)股(gu)份(fen)(fen)(fen)、北(bei)京(jing)科(ke)(ke)銳、蘇(su)州固锝 EVA樹脂(zhi):東方盛虹、聯泓新(xin)(xin)科(ke)(ke) 2、 風(feng)電(dian)(dian) 大金重工、甘肅電(dian)(dian)投、中環海陸(lu)、天順風(feng)能(neng)、嘉(jia)澤新(xin)(xin)能(neng)、金風(feng)科(ke)(ke)技(ji)、福能(neng)股(gu)份(fen)(fen)(fen)、明陽智能(neng)、運達(da)股(gu)份(fen)(fen)(fen)、中際聯合、日月股(gu)份(fen)(fen)(fen)、振江(jiang)股(gu)份(fen)(fen)(fen)、中閩能(neng)源、金盤科(ke)(ke)技(ji)、東方電(dian)(dian)氣、中材科(ke)(ke)技(ji)、金雷
S
晶科科技
24
29
39
24.92
練心一劍(jian)
中線波段的老股民
2021-09-03 22:22:52
工業軟(ruan)件:智能(neng)制造(zao)自主可(ke)控核心領域
工(gong)(gong)(gong)信(xin)部(bu)等六部(bu)門近(jin)日聯(lian)合印(yin)發(fa)(fa)《關(guan)于加快培育(yu)發(fa)(fa)展制造(zao)業(ye)優(you)質(zhi)企業(ye)的指導意見》,提(ti)出(chu)(chu)提(ti)高優(you)質(zhi)企業(ye)自主創(chuang)新能(neng)力(li),推動(dong)產(chan)(chan)業(ye)數字化發(fa)(fa)展,大力(li)推動(dong)自主可控工(gong)(gong)(gong)業(ye)軟件(jian)推廣應用。 近(jin)年來,國家密集出(chu)(chu)臺智能(neng)制造(zao)、工(gong)(gong)(gong)業(ye)互聯(lian)網政(zheng)策(ce)指引,尤以新基建的提(ti)出(chu)(chu)凝聚(ju)(ju)了共識。 第三次工(gong)(gong)(gong)業(ye)與科技革命以來,先進工(gong)(gong)(gong)業(ye)體與工(gong)(gong)(gong)業(ye)軟件(jian)巨頭(tou)的崛起相(xiang)伴(ban)相(xiang)生(sheng),當前我(wo)(wo)國工(gong)(gong)(gong)業(ye)軟件(jian)的發(fa)(fa)展與工(gong)(gong)(gong)業(ye)產(chan)(chan)值嚴重不匹配(pei),但政(zheng)策(ce)的強力(li)扶持和全球(qiu)先進制造(zao)產(chan)(chan)業(ye)的聚(ju)(ju)集,為國內相(xiang)關(guan)IT產(chan)(chan)業(ye)的發(fa)(fa)展創(chuang)造(zao)了優(you)良契機。 據工(gong)(gong)(gong)信(xin)部(bu),2019年我(wo)(wo)國工(gong)(gong)(gong)業(ye)增加值總量占全球(qiu)比重超過(guo)20%。同年我(wo)(wo)國
S
寶信軟件
2
17
22
16.41
練心一(yi)劍
中線波段的老股民
2021-09-03 20:10:51
風能最全產業鏈(lian)一覽(lan)
來(lai)源: 科技華(hua)叔 許多人(ren)可能(neng)會焦慮,風能(neng)和(he)(he)光(guang)(guang)伏會不(bu)會打(da)架?其(qi)實(shi)這(zhe)大(da)(da)(da)可不(bu)用擔心,風能(neng)和(he)(he)光(guang)(guang)伏就像兩兄弟(di),屬于互(hu)補關(guan)系,在白天光(guang)(guang)伏發(fa)(fa)(fa)電(dian)量(liang)大(da)(da)(da),而到(dao)(dao)晚上(shang)就是風能(neng)的天下,在不(bu)限電(dian),且(qie)電(dian)網約束背(bei)景(jing)下,光(guang)(guang)伏發(fa)(fa)(fa)電(dian)量(liang)最大(da)(da)(da)占(zhan)比(bi)(bi)31%,風電(dian)發(fa)(fa)(fa)電(dian)量(liang)最大(da)(da)(da)占(zhan)比(bi)(bi)75%。而且(qie)從出(chu)力角度考慮,兩者互(hu)補效果較好。 好了,我們再看看國家能(neng)源局公布的未來(lai)風能(neng)、光(guang)(guang)伏目標,2025年風電(dian)、光(guang)(guang)伏發(fa)(fa)(fa)電(dian)量(liang)占(zhan)比(bi)(bi)到(dao)(dao)達16.5%,2021年占(zhan)比(bi)(bi)達到(dao)(dao)11%,去年這(zhe)兩項能(neng)源輸出(chu)已占(zhan)比(bi)(bi)9.7%。 火力發(fa)(fa)(fa)電(dian)的占(zhan)比(bi)(bi)還(huan)是很高,占(zhan)供電(dian)總(zong)量(liang)的73.7%,按(an)照我們要實(shi)現
S
天順風能
330
226
286
252.76
練心一(yi)劍
中線波段的老股民
2021-09-03 08:54:06
【基建】能源新基建的五大受益(yi)方向
轉自 研訊社 受益方向一(yi)(光伏):九大(da)清(qing)(qing)(qing)(qing)潔(jie)(jie)(jie)(jie)能(neng)源(yuan)(yuan)基(ji)(ji)(ji)地(di)(di)(di)保障光伏基(ji)(ji)(ji)礎建設,光伏屋(wu)頂滲透率將快(kuai)速提升。 我國九大(da)能(neng)源(yuan)(yuan)基(ji)(ji)(ji)地(di)(di)(di)主要(yao)包括松遼清(qing)(qing)(qing)(qing)潔(jie)(jie)(jie)(jie)能(neng)源(yuan)(yuan)基(ji)(ji)(ji)地(di)(di)(di);冀北清(qing)(qing)(qing)(qing)潔(jie)(jie)(jie)(jie)能(neng)源(yuan)(yuan)基(ji)(ji)(ji)地(di)(di)(di);黃(huang)河幾字彎(wan)清(qing)(qing)(qing)(qing)潔(jie)(jie)(jie)(jie)能(neng)源(yuan)(yuan)基(ji)(ji)(ji)地(di)(di)(di);河西走廊清(qing)(qing)(qing)(qing)潔(jie)(jie)(jie)(jie)能(neng)源(yuan)(yuan)基(ji)(ji)(ji)地(di)(di)(di);黃(huang)河上游(you)清(qing)(qing)(qing)(qing)潔(jie)(jie)(jie)(jie)能(neng)源(yuan)(yuan)基(ji)(ji)(ji)地(di)(di)(di);新疆清(qing)(qing)(qing)(qing)潔(jie)(jie)(jie)(jie)能(neng)源(yuan)(yuan)基(ji)(ji)(ji)地(di)(di)(di);金沙(sha)江上游(you)清(qing)(qing)(qing)(qing)潔(jie)(jie)(jie)(jie)能(neng)源(yuan)(yuan)基(ji)(ji)(ji)地(di)(di)(di);雅礱江流域(yu)清(qing)(qing)(qing)(qing)潔(jie)(jie)(jie)(jie)能(neng)源(yuan)(yuan)基(ji)(ji)(ji)地(di)(di)(di);金沙(sha)江下(xia)游(you)清(qing)(qing)(qing)(qing)潔(jie)(jie)(jie)(jie)能(neng)源(yuan)(yuan)基(ji)(ji)(ji)地(di)(di)(di)。 大(da)清(qing)(qing)(qing)(qing)潔(jie)(jie)(jie)(jie)能(neng)源(yuan)(yuan)基(ji)(ji)(ji)地(di)(di)(di)以地(di)(di)(di)域(yu)劃分(fen),形式上以風光儲一(yi)體化為主,其(qi)實代表(biao)了發展光伏基(ji)(ji)(ji)建;預(yu)計我國十(shi)四(si)五(wu)期間(jian)光伏年(nian)均(jun)新增裝機規模(mo)在60GW,到2025年(nian)的年(nian)復合(he)增速在20%左右(you)。 另外,國家能(neng)源(yuan)(yuan)局綜
S
晶科科技
6
13
15
13.80
練心一劍
中線波段的老股民
2021-09-02 08:22:36
鋰電(dian)龍頭(tou)“泡沫”還能吹多(duo)久
證券市(shi)場(chang)紅周刊 記(ji)者(zhe) | 王飛 張(zhang)桔 ·編(bian)者(zhe)按(an)· 當前的(de)(de)鋰電池(chi)領域(yu)存在(zai)明顯(xian)供需不(bu)平衡的(de)(de)問題(ti),在(zai)國內市(shi)場(chang)未來(lai)幾年預期幾千億(yi)的(de)(de)市(shi)場(chang)規模的(de)(de)情(qing)況下,出(chu)現(xian)了(le)萬億(yi)市(shi)值的(de)(de)鋰電龍(long)(long)頭(tou)。有投(tou)資人(ren)(ren)測算,三(san)年后鋰電行業可能(neng)會(hui)出(chu)現(xian)明顯(xian)的(de)(de)產能(neng)過剩情(qing)況,“龍(long)(long)頭(tou)不(bu)倒”的(de)(de)情(qing)況也只(zhi)是一種猜想,回看當年無(wu)錫尚德的(de)(de)歷史就(jiu)會(hui)知(zhi)道,任何企(qi)業在(zai)市(shi)場(chang)面前都需要謹(jin)慎,而不(bu)是豪賭明天。 ·市(shi)場(chang)供需篇· 鋰電龍(long)(long)頭(tou)站在(zai)產能(neng)過剩的(de)(de)門檻上 在(zai)有研報預計(ji)到(dao)2060年動力(li)電池(chi)、儲能(neng)等(deng)業務會(hui)有多(duo)大市(shi)場(chang)和產能(neng)缺口之際,接受《紅周刊》采訪的(de)(de)職(zhi)業投(tou)資人(ren)(ren)認(ren)為,未來(lai)三(san)年
S
寧德時代
3
9
4
6.30
練心一(yi)劍(jian)
中線波段的老股民
2021-09-02 08:21:45
鋰電池負極材料
(報告(gao)出(chu)品(pin)方/作者(zhe):川財(cai)證券,孫燦)網頁鏈接 一(yi)、 鋰(li)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)負(fu)極(ji)(ji)(ji)材料概述(shu) 1.1 負(fu)極(ji)(ji)(ji)材料簡介 負(fu)極(ji)(ji)(ji)材料是(shi)鋰(li)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)四大關鍵材料之(zhi)一(yi)。鋰(li)離(li)子電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)包含(han)兩個(ge)(ge)電(dian)(dian)(dian)(dian)極(ji)(ji)(ji)(正(zheng)極(ji)(ji)(ji)、負(fu)極(ji)(ji)(ji)),每個(ge)(ge)電(dian)(dian)(dian)(dian)極(ji)(ji)(ji)中(zhong)都有(you)(you)一(yi)層(ceng)(ceng)活性(xing)物(wu)質以(yi)及能(neng)夠與外部(bu)電(dian)(dian)(dian)(dian)路連(lian)接的(de)(de)(de)集流器,在電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)充放(fang)電(dian)(dian)(dian)(dian)過(guo)程中(zhong),通過(guo)一(yi)定(ding)量的(de)(de)(de)電(dian)(dian)(dian)(dian)解液(ye),電(dian)(dian)(dian)(dian)荷(he)會(hui)以(yi)離(li)子狀(zhuang)態(tai)進行傳輸,傳輸的(de)(de)(de)過(guo)程便(bian)是(shi)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)內部(bu)的(de)(de)(de)氧化(hua)還原反應(ying),在鋰(li)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)的(de)(de)(de)中(zhong)間還有(you)(you)一(yi)層(ceng)(ceng)隔板(ban)(ban),這(zhe)層(ceng)(ceng)隔板(ban)(ban)對兩個(ge)(ge)電(dian)(dian)(dian)(dian)極(ji)(ji)(ji)有(you)(you)著絕緣的(de)(de)(de)作用,用于電(dian)(dian)(dian)(dian)荷(he)離(li)子的(de)(de)(de)通過(guo)并組織(zhi)電(dian)(dian)(dian)(dian)子的(de)(de)(de)內部(bu)轉移。鋰(li)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)工(gong)作時主(zhu)要(yao)的(de)(de)(de)移動(dong)離(li)子是(shi)陽(yang)離(li)子,電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)充電(dian)(dian)(dian)(dian)時,正(zheng)極(ji)(ji)(ji)的(de)(de)(de)鋰(li)原子電(dian)(dian)(dian)(dian)離(li)為帶正(zheng)
S
山河智能
7
7
9
8.60
練心(xin)一劍(jian)
中線波段的老股民
2021-09-02 08:20:52
光伏HJT產業鏈
異質結電(dian)(dian)(dian)(dian)池(chi)(chi)有望成為(wei)下一(yi)代(dai)主流技(ji)(ji)術(shu)(shu)! 如何提(ti)升電(dian)(dian)(dian)(dian)池(chi)(chi)轉(zhuan)化效率以及降(jiang)低(di)發電(dian)(dian)(dian)(dian)成本是光伏(fu)行(xing)業(ye)(ye)(ye)永遠離不開的課題! 伴隨著市場主流電(dian)(dian)(dian)(dian)池(chi)(chi)—PERC電(dian)(dian)(dian)(dian)池(chi)(chi)效率提(ti)升開始放緩,以及基(ji)于(yu)N型硅片的異質結電(dian)(dian)(dian)(dian)池(chi)(chi)產業(ye)(ye)(ye)化逐步成熟(shu),光伏(fu)電(dian)(dian)(dian)(dian)池(chi)(chi)產業(ye)(ye)(ye)發展的重心正(zheng)在悄然轉(zhuan)變。 業(ye)(ye)(ye)內專家認為(wei),相(xiang)比(bi)其他技(ji)(ji)術(shu)(shu)路線,異質結電(dian)(dian)(dian)(dian)池(chi)(chi)技(ji)(ji)術(shu)(shu)具有更好的轉(zhuan)換率和(he)降(jiang)本空(kong)間,同(tong)時也更適(shi)合與疊瓦(wa)技(ji)(ji)術(shu)(shu)相(xiang)結合,這一(yi)技(ji)(ji)術(shu)(shu)被業(ye)(ye)(ye)內稱為(wei)下一(yi)代(dai)商業(ye)(ye)(ye)光伏(fu)生產的重要候(hou)選技(ji)(ji)術(shu)(shu)。 據統(tong)計數(shu)據顯(xian)示:2019年光伏(fu)行(xing)業(ye)(ye)(ye)單晶電(dian)(dian)(dian)(dian)池(chi)(chi)片(PERC電(dian)(dian)(dian)(dian)池(chi)(chi)等)平均轉(zhuan)換效率為(wei)22.3%,理論極限值約為(wei)24%
S
隆華科技
17
22
21
30.67
練心一劍
中線波段的老股民
2021-09-01 08:07:06
“專(zhuan)精特新”概念(nian)股(gu)全梳理
9只(zhi)個(ge)股(gu)自2020年第三季(ji)度開始獲(huo)得機構(gou)連續(xu)加倉,累(lei)積持股(gu)占流通股(gu)比例位居前三的(de)是綠的(de)諧(xie)波、建(jian)龍(long)微(wei)納和(he)圖(tu)南股(gu)份。6只(zhi)個(ge)股(gu)屬(shu)于科創(chuang)板(ban),主板(ban)僅科力爾一(yi)家,圖(tu)南股(gu)份和(he)華辰裝備隸(li)屬(shu)于創(chuang)業板(ban)。 數(shu)據(ju)來(lai)(lai)源:東方(fang)財(cai)富(fu)Choice數(shu)據(ju) 6維(wei)篩選專(zhuan)精(jing)特新20強 Choice數(shu)據(ju)基于“專(zhuan)精(jing)特新”的(de)314家上(shang)市公司名單(dan),按照(zhao)一(yi)定(ding)的(de)客觀標準篩選出專(zhuan)精(jing)特新20強標的(de),供投資者參考,不作(zuo)為投資建(jian)議。 數(shu)據(ju)來(lai)(lai)源:東方(fang)財(cai)富(fu)Choice數(shu)據(ju) 其中客觀篩選標準包(bao)括: 1)3年營收復合增(zeng)(zeng)速高(gao)于15%; 2)3年歸(gui)屬(shu)母公司凈利潤復合增(zeng)(zeng)
S
綠的諧波
24
27
33
45.17
練心一劍
中線波段的老股民
2021-09-01 08:06:09
光伏產業鏈全景(jing)圖譜(pu)
光(guang)(guang)(guang)伏產業(ye)(ye)以硅(gui)(gui)為(wei)主線,上中下游包括硅(gui)(gui)料(liao)、硅(gui)(gui)片、 電池、組(zu)(zu)件、電站等23個環節。 ▲光(guang)(guang)(guang)伏產業(ye)(ye)鏈(lian) 光(guang)(guang)(guang)伏產業(ye)(ye)鏈(lian)全景圖譜如(ru)下: 硅(gui)(gui):合盛硅(gui)(gui)業(ye)(ye) 硅(gui)(gui)料(liao):通威(wei)股(gu)(gu)(gu)份(fen)(fen)、保利協(xie)鑫、新(xin)(xin)特(te)(te)能源(yuan)、大全能源(yuan)、東方希望 硅(gui)(gui)片:隆(long)(long)基股(gu)(gu)(gu)份(fen)(fen)、中環股(gu)(gu)(gu)份(fen)(fen)、保利協(xie)鑫、京(jing)運通 耗(hao)材:美(mei)暢股(gu)(gu)(gu)份(fen)(fen)、金博股(gu)(gu)(gu)份(fen)(fen) 電池片制造:通威(wei)股(gu)(gu)(gu)份(fen)(fen)、隆(long)(long)基股(gu)(gu)(gu)份(fen)(fen)、天(tian)合光(guang)(guang)(guang)能、山煤國際、愛康科(ke)(ke)(ke)技(ji)、東方日升、晶(jing)(jing)(jing)澳科(ke)(ke)(ke)技(ji)、晶(jing)(jing)(jing)科(ke)(ke)(ke)科(ke)(ke)(ke)技(ji)、拓日新(xin)(xin)能 組(zu)(zu)件:晶(jing)(jing)(jing)科(ke)(ke)(ke)科(ke)(ke)(ke)技(ji)、晶(jing)(jing)(jing)澳科(ke)(ke)(ke)技(ji)、隆(long)(long)基股(gu)(gu)(gu)份(fen)(fen)、協(xie)鑫集成、順風光(guang)(guang)(guang)電、東方日升、天(tian)合光(guang)(guang)(guang)能、陽光(guang)(guang)(guang)電源(yuan)、億晶(jing)(jing)(jing)光(guang)(guang)(guang)電、阿(a)特(te)(te)斯、中利集團 光(guang)(guang)(guang)伏玻璃:信義光(guang)(guang)(guang)能、福萊特(te)(te)
S
特變電工
933
434
540
714.15
練心(xin)一(yi)劍
中線波段的老股民
2021-09-01 08:04:46
能(neng)耗雙(shuang)控、限電限產影(ying)響(xiang)核心個股
轉(zhuan)自(zi) 研訊(xun)社 ●●●大(da)●● 事件:第(di)二(er)輪第(di)四(si)批中(zhong)(zhong)央(yang)(yang)生(sheng)(sheng)態(tai)環(huan)(huan)境(jing)(jing)(jing)(jing)保(bao)護(hu)督(du)(du)察(cha)(cha)(cha)(cha)將(jiang)全面啟(qi)動。 8月25日(ri)(ri),第(di)二(er)輪第(di)四(si)批中(zhong)(zhong)央(yang)(yang)生(sheng)(sheng)態(tai)環(huan)(huan)境(jing)(jing)(jing)(jing)保(bao)護(hu)督(du)(du)察(cha)(cha)(cha)(cha)將(jiang)全面啟(qi)動,組(zu)(zu)(zu)建(jian)7個中(zhong)(zhong)央(yang)(yang)生(sheng)(sheng)態(tai)環(huan)(huan)境(jing)(jing)(jing)(jing)保(bao)護(hu)督(du)(du)察(cha)(cha)(cha)(cha)組(zu)(zu)(zu),分別對吉林、山東(dong)、湖北、廣東(dong)、四(si)川5個省(sheng)(sheng),中(zhong)(zhong)國(guo)有(you)色礦業集團有(you)限公司(si)、中(zhong)(zhong)國(guo)黃(huang)金(jin)集團有(you)限公司(si)兩家中(zhong)(zhong)央(yang)(yang)企業開(kai)展為期(qi)約1個月的督(du)(du)察(cha)(cha)(cha)(cha)進駐工作(zuo)。 8月26日(ri)(ri),中(zhong)(zhong)央(yang)(yang)第(di)二(er)生(sheng)(sheng)態(tai)環(huan)(huan)境(jing)(jing)(jing)(jing)保(bao)護(hu)督(du)(du)察(cha)(cha)(cha)(cha)組(zu)(zu)(zu)近(jin)日(ri)(ri)進駐山東(dong)省(sheng)(sheng)開(kai)展生(sheng)(sheng)態(tai)環(huan)(huan)境(jing)(jing)(jing)(jing)保(bao)護(hu)督(du)(du)察(cha)(cha)(cha)(cha)。 8月27日(ri)(ri),中(zhong)(zhong)央(yang)(yang)第(di)四(si)生(sheng)(sheng)態(tai)環(huan)(huan)境(jing)(jing)(jing)(jing)保(bao)護(hu)督(du)(du)察(cha)(cha)(cha)(cha)組(zu)(zu)(zu)督(du)(du)察(cha)(cha)(cha)(cha)廣東(dong)省(sheng)(sheng)動員會在廣州召開(kai)。 8月31日(ri)(ri),中(zhong)(zhong)央(yang)(yang)第(di)三生(sheng)(sheng)態(tai)環(huan)(huan)境(jing)(jing)(jing)(jing)保(bao)護(hu)督(du)(du)察(cha)(cha)(cha)(cha)組(zu)(zu)(zu)近(jin)日(ri)(ri)進駐湖北省(sheng)(sheng)開(kai)
S
合盛硅業
6
10
15
24.62
練(lian)心一劍
中線波段的老股民
2021-08-31 20:15:03
國產(chan)替代(dai)進程(cheng)加速,低溫銀漿空間(jian)廣闊
(報告出品方(fang)/作者:申萬宏源,張雷) 1. 光伏(fu)銀漿(jiang)行(xing)業投資邏(luo)輯 需(xu)求(qiu)端(duan):終(zhong)端(duan)裝(zhuang)(zhuang)機高景氣度及(ji)電(dian)(dian)(dian)池片(pian)(pian)技(ji)術迭(die)代支撐銀漿(jiang)需(xu)求(qiu),產品結構轉型在即。 全球(qiu)(qiu)光伏(fu)裝(zhuang)(zhuang)機穩健增長(chang):全球(qiu)(qiu)光伏(fu)邁向平(ping)價時代提升(sheng)終(zhong)端(duan)裝(zhuang)(zhuang)機需(xu)求(qiu)確定性,2021-2025 年全球(qiu)(qiu)光伏(fu)新(xin)增裝(zhuang)(zhuang)機量預計分別可達 160GW、200GW、240GW、270GW、300GW,支 撐光伏(fu)銀漿(jiang)長(chang)期需(xu)求(qiu)空間(jian)。 N 型電(dian)(dian)(dian)池占比提升(sheng)拉(la)高銀漿(jiang)單耗:下游電(dian)(dian)(dian)池片(pian)(pian)環節(jie)高速技(ji)術迭(die)代,N 型電(dian)(dian)(dian)池起(qi)量在即, 2025 年 N 型電(dian)(dian)(dian)池(TOPCon+HJT)滲透(tou)率有望從 202
S
蘇州固锝
13
9
14
19.91
練心(xin)一劍
中線波段的老股民
2021-08-31 20:13:22
數控(kong)機床深度解析:國之重器“工業母機”
機(ji)床(chuang)(chuang)(chuang)與其他機(ji)器(qi)(qi)(qi)的(de)(de)(de)(de)主要(yao)(yao)區別在于,機(ji)床(chuang)(chuang)(chuang)是(shi)制(zhi)造機(ji)器(qi)(qi)(qi)的(de)(de)(de)(de)機(ji)器(qi)(qi)(qi),同時也是(shi)制(zhi)造機(ji)床(chuang)(chuang)(chuang)本(ben)身(shen)的(de)(de)(de)(de)機(ji)器(qi)(qi)(qi),因此機(ji)床(chuang)(chuang)(chuang)又被稱為(wei)“工(gong)(gong)業母機(ji)”或“工(gong)(gong)具機(ji)”。 機(ji)床(chuang)(chuang)(chuang)為(wei)裝備制(zhi)造業提供生產(chan)設備,凡是(shi)對(dui)加工(gong)(gong)精(jing)(jing)度要(yao)(yao)求(qiu)較(jiao)高,表(biao)面粗(cu)糙度要(yao)(yao)求(qiu)較(jiao)細的(de)(de)(de)(de)零(ling)部(bu)件(jian)都需要(yao)(yao)通過機(ji)床(chuang)(chuang)(chuang)加工(gong)(gong)。因此機(ji)床(chuang)(chuang)(chuang)在制(zhi)造業和國民(min)經(jing)濟發(fa)展中具有舉足(zu)輕(qing)重(zhong)的(de)(de)(de)(de)地(di)位(wei)。 隨著電(dian)子信息技術(shu)的(de)(de)(de)(de)發(fa)展,當前機(ji)床(chuang)(chuang)(chuang)行業已進入(ru)以數控(kong)機(ji)床(chuang)(chuang)(chuang)為(wei)代(dai)表(biao)產(chan)品的(de)(de)(de)(de)機(ji)電(dian)一(yi)體(ti)化(hua)時代(dai)。 數控(kong)機(ji)床(chuang)(chuang)(chuang)是(shi)一(yi)種(zhong)裝有程(cheng)序控(kong)制(zhi)系統的(de)(de)(de)(de)自(zi)動化(hua)機(ji)床(chuang)(chuang)(chuang),較(jiao)好(hao)地(di)解決了(le)復雜、精(jing)(jing)密、小(xiao)批量、多品種(zhong)的(de)(de)(de)(de)零(ling)件(jian)加工(gong)(gong)問題,是(shi)一(yi)種(zhong)柔(rou)性的(de)(de)(de)(de)、高效能的(de)(de)(de)(de)自(zi)動化(hua)機(ji)床(chuang)(chuang)(chuang),代(dai)表(biao)了(le)現
S
海天精工
10
10
6
10.56
練心一劍
中線波段的老股民
2021-08-31 20:11:38
5 大新能源(yuan)產業(ye)鏈全景圖
來源 | 新材(cai)料(liao)(liao)(liao)在線 一、 風電(dian)(dian)(dian)(dian) 風電(dian)(dian)(dian)(dian)產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)全景(jing)圖(tu)(tu) 風電(dian)(dian)(dian)(dian)葉(xie)片產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)結(jie)構圖(tu)(tu) 二(er)、 充電(dian)(dian)(dian)(dian)樁 充電(dian)(dian)(dian)(dian)樁產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)全景(jing)圖(tu)(tu) 三、 核(he)電(dian)(dian)(dian)(dian) 核(he)電(dian)(dian)(dian)(dian)產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)全景(jing)圖(tu)(tu) 四、 光(guang)伏(fu) 光(guang)伏(fu)產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)全景(jing)圖(tu)(tu) 光(guang)伏(fu)背板產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)結(jie)構圖(tu)(tu) 光(guang)伏(fu)漿料(liao)(liao)(liao)產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)結(jie)構圖(tu)(tu) 光(guang)伏(fu)玻璃產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)結(jie)構圖(tu)(tu) 多晶(jing)硅產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)結(jie)構圖(tu)(tu) 五、 儲(chu)能 電(dian)(dian)(dian)(dian)池產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)全景(jing)圖(tu)(tu) 鋰(li)電(dian)(dian)(dian)(dian)池產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)全景(jing)圖(tu)(tu) 氫燃(ran)料(liao)(liao)(liao)電(dian)(dian)(dian)(dian)池產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)全景(jing)圖(tu)(tu) 燃(ran)料(liao)(liao)(liao)電(dian)(dian)(dian)(dian)池催化劑產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)結(jie)構圖(tu)(tu) 燃(ran)料(liao)(liao)(liao)電(dian)(dian)(dian)(dian)池膜產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)結(jie)構圖(tu)(tu) 燃(ran)料(liao)(liao)(liao)電(dian)(dian)(dian)(dian)池產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)結(jie)構圖(tu)(tu) 鋰(li)電(dian)(dian)(dian)(dian)池負極材(cai)料(liao)(liao)(liao)產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)結(jie)構圖(tu)(tu) 硅碳負極材(cai)料(liao)(liao)(liao)產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)結(jie)構圖(tu)(tu) 動力電(dian)(dian)(dian)(dian)池電(dian)(dian)(dian)(dian)解液添加劑產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)結(jie)構圖(tu)(tu) 動力鋰(li)離(li)子(zi)
S
寧德時代
33
27
17
49.77
練心一劍
中線波段的老股民
2021-08-31 20:10:25
光伏產(chan)業(ye)鏈
來(lai)源(yuan):新(xin)(xin)(xin)材(cai)料(liao)在線 一、 光伏設(she)備 支(zhi)架:海康威視、英飛拓、愛康科(ke)技、通(tong)威股(gu)(gu)(gu)(gu)(gu)份(fen)、中威電(dian)(dian)子、清源(yuan)股(gu)(gu)(gu)(gu)(gu)份(fen) 組件:協鑫集成、向日葵、陽光電(dian)(dian)源(yuan)、億晶(jing)光電(dian)(dian)、隆基(ji)(ji)股(gu)(gu)(gu)(gu)(gu)份(fen) 逆變器(qi):冠捷(jie)科(ke)技、長高(gao)集團、科(ke)士達、茂碩電(dian)(dian)源(yuan)、可立克(ke)、科(ke)達利、陽光電(dian)(dian)源(yuan)、錦浪科(ke)技、特(te)變電(dian)(dian)工、正泰電(dian)(dian)器(qi)、弘訊(xun)科(ke)技、德(de)業股(gu)(gu)(gu)(gu)(gu)份(fen) 二、 硅(gui)晶(jing)體及原材(cai)料(liao) 硅(gui)礦:三峽(xia)新(xin)(xin)(xin)材(cai) 金屬(shu)硅(gui):合盛硅(gui)業 晶(jing)體硅(gui):特(te)變電(dian)(dian)工、通(tong)威股(gu)(gu)(gu)(gu)(gu)份(fen) 三氯(lv)氫硅(gui):新(xin)(xin)(xin)安股(gu)(gu)(gu)(gu)(gu)份(fen)、三孚股(gu)(gu)(gu)(gu)(gu)份(fen)、宏柏新(xin)(xin)(xin)材(cai)、晨(chen)光新(xin)(xin)(xin)材(cai)、華特(te)氣體 單(dan)晶(jing)硅(gui)棒:隆基(ji)(ji)股(gu)(gu)(gu)(gu)(gu)份(fen) 單(dan)晶(jing)硅(gui)片:中環股(gu)(gu)(gu)(gu)(gu)份(fen)、上海新(xin)(xin)(xin)陽、隆基(ji)(ji)股(gu)(gu)(gu)(gu)(gu)份(fen) 單(dan)晶(jing)硅(gui)電(dian)(dian)池:向日葵、通(tong)
S
珈偉新能
26
20
17
39.90
練心一劍(jian)
中線波段的老股民
2021-08-30 08:27:37
商湯科技(ji)沖(chong)刺港(gang)股:現(xian)金儲備190億元(yuan) “造血(xue)”問題待解
8月(yue)(yue)27日(ri),港交所(suo)披露,人工智(zhi)(zhi)能公司商(shang)湯(tang)科技(ji)(ji)向(xiang)港交所(suo)主板遞(di)交上(shang)市(shi)(shi)申請,中金公司、海通國(guo)際、匯豐銀(yin)行擔任聯席(xi)保薦人。根據(ju)此前(qian)融資(zi)(zi)估值,商(shang)湯(tang)科技(ji)(ji)或刷(shua)新人工智(zhi)(zhi)能領域全(quan)球最大IPO紀錄。 IPO前(qian),商(shang)湯(tang)科技(ji)(ji)已經(jing)完(wan)成了(le)12輪融資(zi)(zi),其主要投(tou)資(zi)(zi)人包括(kuo)軟(ruan)銀(yin)、春華、銀(yin)湖、IDG、賽領和鼎暉等,直(zhi)接結果是商(shang)湯(tang)科技(ji)(ji)“不(bu)差錢”。招(zhao)股書顯示,截至2021年(nian)(nian)6月(yue)(yue)30日(ri),商(shang)湯(tang)科技(ji)(ji)各類現金及存款(kuan)儲(chu)備超過(guo)190億元,其中僅定期存款(kuan)就高達79.4億元。 “AI第(di)一股”爭(zheng)奪風云再起(qi) 過(guo)去一年(nian)(nian),“AI概念”企業扎堆上(shang)市(shi)(shi),
S
歌爾股份
1
3
3
4.74
上(shang)一頁
1
24
25
26
27
28
39
下一頁
前往
頁
練心一劍
中線波段的老股民
2021-09-04 14:16:19
近期景氣賽道行業龍頭股(gu)
1、 光伏(fu)(fu) 光伏(fu)(fu):晶科(ke)(ke)(ke)科(ke)(ke)(ke)技(ji)、意華股(gu)份(fen)、特變電(dian)工、江蘇新(xin)能(neng)(neng)(neng)、深圳燃氣(qi)、吉電(dian)股(gu)份(fen)、金晶科(ke)(ke)(ke)技(ji)、億利潔能(neng)(neng)(neng)、伊戈爾、上機數控(kong)、杭鍋股(gu)份(fen)、中(zhong)(zhong)國電(dian)建、康(kang)達新(xin)材、福萊特 BIPV:林(lin)洋能(neng)(neng)(neng)源、瑞和股(gu)份(fen)、亞(ya)瑪頓(dun)、東(dong)(dong)南(nan)網架、啟(qi)迪設計、森(sen)特股(gu)份(fen)、東(dong)(dong)旭藍(lan)天、拓日新(xin)能(neng)(neng)(neng) 光伏(fu)(fu)電(dian)池:愛康(kang)科(ke)(ke)(ke)技(ji)、愛旭股(gu)份(fen)、北京科(ke)(ke)(ke)銳(rui)、蘇州固锝 EVA樹脂:東(dong)(dong)方(fang)盛虹、聯泓(hong)新(xin)科(ke)(ke)(ke) 2、 風電(dian) 大金重工、甘肅電(dian)投、中(zhong)(zhong)環海(hai)陸(lu)、天順(shun)風能(neng)(neng)(neng)、嘉(jia)澤新(xin)能(neng)(neng)(neng)、金風科(ke)(ke)(ke)技(ji)、福能(neng)(neng)(neng)股(gu)份(fen)、明(ming)陽(yang)智能(neng)(neng)(neng)、運達股(gu)份(fen)、中(zhong)(zhong)際聯合(he)、日月股(gu)份(fen)、振(zhen)江股(gu)份(fen)、中(zhong)(zhong)閩能(neng)(neng)(neng)源、金盤科(ke)(ke)(ke)技(ji)、東(dong)(dong)方(fang)電(dian)氣(qi)、中(zhong)(zhong)材科(ke)(ke)(ke)技(ji)、金雷
S
晶科科技
24
29
39
24.92
練心一劍
中線波段的老股民
2021-09-03 22:22:52
工業軟件:智(zhi)能制造自(zi)主可控核心領域
工(gong)(gong)信部等(deng)六部門近日聯(lian)合印發(fa)(fa)(fa)《關于加快培(pei)育(yu)發(fa)(fa)(fa)展制造(zao)業(ye)(ye)優質企業(ye)(ye)的(de)指(zhi)導意見》,提出提高優質企業(ye)(ye)自(zi)主創新(xin)能力,推動產業(ye)(ye)數字化發(fa)(fa)(fa)展,大力推動自(zi)主可控工(gong)(gong)業(ye)(ye)軟件推廣應用。 近年(nian)來(lai)(lai),國(guo)家密(mi)集出臺智能制造(zao)、工(gong)(gong)業(ye)(ye)互(hu)聯(lian)網(wang)政策指(zhi)引,尤以新(xin)基建的(de)提出凝聚了共識。 第(di)三次(ci)工(gong)(gong)業(ye)(ye)與科技革(ge)命以來(lai)(lai),先(xian)進工(gong)(gong)業(ye)(ye)體(ti)與工(gong)(gong)業(ye)(ye)軟件巨(ju)頭的(de)崛起相(xiang)伴相(xiang)生,當前我(wo)國(guo)工(gong)(gong)業(ye)(ye)軟件的(de)發(fa)(fa)(fa)展與工(gong)(gong)業(ye)(ye)產值嚴(yan)重不匹配,但政策的(de)強力扶(fu)持和全(quan)球先(xian)進制造(zao)產業(ye)(ye)的(de)聚集,為國(guo)內相(xiang)關IT產業(ye)(ye)的(de)發(fa)(fa)(fa)展創造(zao)了優良(liang)契機。 據工(gong)(gong)信部,2019年(nian)我(wo)國(guo)工(gong)(gong)業(ye)(ye)增加值總量占(zhan)全(quan)球比重超過20%。同(tong)年(nian)我(wo)國(guo)
S
寶信軟件
2
17
22
16.41
練心(xin)一劍
中線波段的老股民
2021-09-03 20:10:51
風能最全產業(ye)鏈一覽
來(lai)源: 科技華叔 許多人可(ke)能(neng)會焦(jiao)慮(lv),風(feng)能(neng)和(he)光(guang)(guang)伏會不(bu)會打(da)架?其(qi)實這(zhe)大(da)可(ke)不(bu)用(yong)擔心,風(feng)能(neng)和(he)光(guang)(guang)伏就像兩(liang)兄弟,屬于互(hu)補關系,在白(bai)天光(guang)(guang)伏發(fa)電(dian)(dian)量(liang)大(da),而(er)到(dao)晚上就是風(feng)能(neng)的天下(xia),在不(bu)限電(dian)(dian),且電(dian)(dian)網約(yue)束背(bei)景(jing)下(xia),光(guang)(guang)伏發(fa)電(dian)(dian)量(liang)最大(da)占比(bi)(bi)31%,風(feng)電(dian)(dian)發(fa)電(dian)(dian)量(liang)最大(da)占比(bi)(bi)75%。而(er)且從出(chu)力角度考慮(lv),兩(liang)者互(hu)補效果(guo)較好。 好了,我們(men)再看看國家能(neng)源局公(gong)布(bu)的未來(lai)風(feng)能(neng)、光(guang)(guang)伏目標,2025年風(feng)電(dian)(dian)、光(guang)(guang)伏發(fa)電(dian)(dian)量(liang)占比(bi)(bi)到(dao)達16.5%,2021年占比(bi)(bi)達到(dao)11%,去(qu)年這(zhe)兩(liang)項能(neng)源輸(shu)出(chu)已占比(bi)(bi)9.7%。 火力發(fa)電(dian)(dian)的占比(bi)(bi)還是很高,占供電(dian)(dian)總量(liang)的73.7%,按(an)照(zhao)我們(men)要實現
S
天順風能
330
226
286
252.76
練心一劍
中線波段的老股民
2021-09-03 08:54:06
【基建(jian)】能源新(xin)基建(jian)的五大受益(yi)方向
轉自 研訊社 受益方向一(光(guang)伏(fu)(fu)):九大(da)清(qing)潔(jie)(jie)(jie)能(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地保障光(guang)伏(fu)(fu)基(ji)(ji)(ji)礎建(jian)(jian)設,光(guang)伏(fu)(fu)屋頂滲(shen)透(tou)率將快速提升。 我國(guo)(guo)九大(da)能(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地主要(yao)包括松遼清(qing)潔(jie)(jie)(jie)能(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地;冀北(bei)清(qing)潔(jie)(jie)(jie)能(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地;黃河(he)幾字彎清(qing)潔(jie)(jie)(jie)能(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地;河(he)西走(zou)廊清(qing)潔(jie)(jie)(jie)能(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地;黃河(he)上游清(qing)潔(jie)(jie)(jie)能(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地;新疆清(qing)潔(jie)(jie)(jie)能(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地;金(jin)沙(sha)江上游清(qing)潔(jie)(jie)(jie)能(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地;雅礱江流域清(qing)潔(jie)(jie)(jie)能(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地;金(jin)沙(sha)江下游清(qing)潔(jie)(jie)(jie)能(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地。 大(da)清(qing)潔(jie)(jie)(jie)能(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地以(yi)(yi)地域劃(hua)分,形式上以(yi)(yi)風(feng)光(guang)儲一體化為(wei)主,其(qi)實代表了發(fa)展光(guang)伏(fu)(fu)基(ji)(ji)(ji)建(jian)(jian);預計我國(guo)(guo)十四(si)五(wu)期(qi)間(jian)光(guang)伏(fu)(fu)年均新增(zeng)裝機規模(mo)在60GW,到(dao)2025年的年復合增(zeng)速在20%左右。 另外,國(guo)(guo)家能(neng)(neng)(neng)源(yuan)(yuan)局(ju)綜(zong)
S
晶科科技
6
13
15
13.80
練心一劍
中線波段的老股民
2021-09-02 08:22:36
鋰電(dian)龍頭“泡沫”還能吹多久
證券市場(chang)紅周(zhou)刊 記(ji)者(zhe) | 王飛 張桔 ·編者(zhe)按· 當(dang)前的(de)鋰電(dian)池領域存在(zai)(zai)明顯(xian)供(gong)(gong)需(xu)(xu)不平衡的(de)問題(ti),在(zai)(zai)國內市場(chang)未來(lai)幾(ji)年預(yu)期(qi)幾(ji)千億的(de)市場(chang)規(gui)模的(de)情(qing)況下,出現(xian)了萬(wan)億市值的(de)鋰電(dian)龍(long)(long)頭(tou)(tou)。有投資人測(ce)算,三年后鋰電(dian)行業可能會(hui)出現(xian)明顯(xian)的(de)產(chan)能過(guo)剩情(qing)況,“龍(long)(long)頭(tou)(tou)不倒”的(de)情(qing)況也(ye)只是(shi)一種猜想,回看當(dang)年無錫尚德的(de)歷(li)史就會(hui)知道(dao),任何企業在(zai)(zai)市場(chang)面(mian)前都需(xu)(xu)要(yao)謹慎(shen),而不是(shi)豪賭明天。 ·市場(chang)供(gong)(gong)需(xu)(xu)篇· 鋰電(dian)龍(long)(long)頭(tou)(tou)站在(zai)(zai)產(chan)能過(guo)剩的(de)門檻(jian)上 在(zai)(zai)有研(yan)報預(yu)計(ji)到2060年動力電(dian)池、儲能等業務會(hui)有多大市場(chang)和產(chan)能缺口之際,接受《紅周(zhou)刊》采訪的(de)職業投資人認為,未來(lai)三年
S
寧德時代
3
9
4
6.30
練心一(yi)劍
中線波段的老股民
2021-09-02 08:21:45
鋰電池負極材料(liao)
(報告出品(pin)方/作(zuo)者:川財證券(quan),孫燦(can))網頁鏈接(jie)(jie) 一(yi)(yi)、 鋰電(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)負極(ji)(ji)(ji)材(cai)料(liao)(liao)概述(shu) 1.1 負極(ji)(ji)(ji)材(cai)料(liao)(liao)簡介 負極(ji)(ji)(ji)材(cai)料(liao)(liao)是鋰電(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)四大關(guan)鍵材(cai)料(liao)(liao)之一(yi)(yi)。鋰離子(zi)(zi)(zi)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)包含兩(liang)個(ge)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)極(ji)(ji)(ji)(正(zheng)(zheng)極(ji)(ji)(ji)、負極(ji)(ji)(ji)),每個(ge)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)極(ji)(ji)(ji)中都有一(yi)(yi)層活性物(wu)質(zhi)以(yi)及能(neng)夠與外部電(dian)(dian)(dian)(dian)(dian)(dian)(dian)路連接(jie)(jie)的(de)集流(liu)器,在電(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)充放電(dian)(dian)(dian)(dian)(dian)(dian)(dian)過程中,通過一(yi)(yi)定量的(de)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)解(jie)液,電(dian)(dian)(dian)(dian)(dian)(dian)(dian)荷(he)會(hui)以(yi)離子(zi)(zi)(zi)狀態進行傳(chuan)輸(shu),傳(chuan)輸(shu)的(de)過程便是電(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)內(nei)部的(de)氧化還(huan)原反應,在鋰電(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)的(de)中間還(huan)有一(yi)(yi)層隔(ge)板,這層隔(ge)板對兩(liang)個(ge)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)極(ji)(ji)(ji)有著絕緣的(de)作(zuo)用(yong),用(yong)于電(dian)(dian)(dian)(dian)(dian)(dian)(dian)荷(he)離子(zi)(zi)(zi)的(de)通過并組織電(dian)(dian)(dian)(dian)(dian)(dian)(dian)子(zi)(zi)(zi)的(de)內(nei)部轉移。鋰電(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)工作(zuo)時主要的(de)移動離子(zi)(zi)(zi)是陽(yang)離子(zi)(zi)(zi),電(dian)(dian)(dian)(dian)(dian)(dian)(dian)池(chi)(chi)(chi)充電(dian)(dian)(dian)(dian)(dian)(dian)(dian)時,正(zheng)(zheng)極(ji)(ji)(ji)的(de)鋰原子(zi)(zi)(zi)電(dian)(dian)(dian)(dian)(dian)(dian)(dian)離為帶(dai)正(zheng)(zheng)
S
山河智能
7
7
9
8.60
練心一(yi)劍
中線波段的老股民
2021-09-02 08:20:52
光伏HJT產(chan)業鏈
異質結電(dian)(dian)(dian)池有望成為(wei)(wei)下一(yi)代主流技(ji)術(shu)(shu)! 如何提升(sheng)電(dian)(dian)(dian)池轉(zhuan)化效(xiao)(xiao)率以及降低發電(dian)(dian)(dian)成本是光伏(fu)行業(ye)永遠離不開的(de)課(ke)題(ti)! 伴隨著市場主流電(dian)(dian)(dian)池—PERC電(dian)(dian)(dian)池效(xiao)(xiao)率提升(sheng)開始放緩,以及基(ji)于N型硅片的(de)異質結電(dian)(dian)(dian)池產業(ye)化逐(zhu)步(bu)成熟(shu),光伏(fu)電(dian)(dian)(dian)池產業(ye)發展的(de)重(zhong)心正在悄然轉(zhuan)變(bian)。 業(ye)內(nei)專家認為(wei)(wei),相(xiang)比(bi)其他技(ji)術(shu)(shu)路線(xian),異質結電(dian)(dian)(dian)池技(ji)術(shu)(shu)具有更好的(de)轉(zhuan)換(huan)率和(he)降本空(kong)間,同時也(ye)更適合與疊瓦技(ji)術(shu)(shu)相(xiang)結合,這(zhe)一(yi)技(ji)術(shu)(shu)被業(ye)內(nei)稱為(wei)(wei)下一(yi)代商(shang)業(ye)光伏(fu)生產的(de)重(zhong)要(yao)候選技(ji)術(shu)(shu)。 據統計數據顯示:2019年光伏(fu)行業(ye)單(dan)晶電(dian)(dian)(dian)池片(PERC電(dian)(dian)(dian)池等)平均轉(zhuan)換(huan)效(xiao)(xiao)率為(wei)(wei)22.3%,理(li)論(lun)極限值約(yue)為(wei)(wei)24%
S
隆華科技
17
22
21
30.67
練(lian)心一劍
中線波段的老股民
2021-09-01 08:07:06
“專精特新(xin)”概(gai)念股全梳理
9只個(ge)(ge)股自2020年第三季度開始獲得機構連續(xu)加倉,累積持股占(zhan)流通股比例位居(ju)前(qian)三的(de)是綠的(de)諧波、建龍微納(na)和圖南股份。6只個(ge)(ge)股屬于(yu)科(ke)創(chuang)(chuang)板,主板僅科(ke)力爾(er)一家,圖南股份和華辰裝備隸屬于(yu)創(chuang)(chuang)業板。 數(shu)(shu)據來源(yuan)(yuan):東方財富Choice數(shu)(shu)據 6維(wei)篩選(xuan)專精特新20強(qiang) Choice數(shu)(shu)據基于(yu)“專精特新”的(de)314家上市(shi)公司(si)名單,按照一定的(de)客觀(guan)標(biao)準篩選(xuan)出專精特新20強(qiang)標(biao)的(de),供投資者參考(kao),不作為投資建議。 數(shu)(shu)據來源(yuan)(yuan):東方財富Choice數(shu)(shu)據 其中客觀(guan)篩選(xuan)標(biao)準包括: 1)3年營收復合增(zeng)速高(gao)于(yu)15%; 2)3年歸屬母公司(si)凈利潤復合增(zeng)
S
綠的諧波
24
27
33
45.17
練心一劍
中線波段的老股民
2021-09-01 08:06:09
光伏產業鏈(lian)全景(jing)圖(tu)譜(pu)
光伏(fu)產(chan)業(ye)(ye)以硅(gui)為主線(xian),上中(zhong)下游包(bao)括硅(gui)料(liao)、硅(gui)片(pian)、 電(dian)池、組(zu)件(jian)、電(dian)站等23個環(huan)節。 ▲光伏(fu)產(chan)業(ye)(ye)鏈(lian) 光伏(fu)產(chan)業(ye)(ye)鏈(lian)全(quan)景圖譜如(ru)下: 硅(gui):合盛硅(gui)業(ye)(ye) 硅(gui)料(liao):通(tong)威股(gu)(gu)份、保利(li)協鑫、新(xin)特能源、大全(quan)能源、東方希望 硅(gui)片(pian):隆基(ji)股(gu)(gu)份、中(zhong)環(huan)股(gu)(gu)份、保利(li)協鑫、京運通(tong) 耗材:美暢股(gu)(gu)份、金博股(gu)(gu)份 電(dian)池片(pian)制造:通(tong)威股(gu)(gu)份、隆基(ji)股(gu)(gu)份、天合光能、山煤國(guo)際、愛康科(ke)(ke)技(ji)、東方日(ri)升、晶(jing)(jing)(jing)澳科(ke)(ke)技(ji)、晶(jing)(jing)(jing)科(ke)(ke)科(ke)(ke)技(ji)、拓日(ri)新(xin)能 組(zu)件(jian):晶(jing)(jing)(jing)科(ke)(ke)科(ke)(ke)技(ji)、晶(jing)(jing)(jing)澳科(ke)(ke)技(ji)、隆基(ji)股(gu)(gu)份、協鑫集成(cheng)、順風(feng)光電(dian)、東方日(ri)升、天合光能、陽(yang)光電(dian)源、億晶(jing)(jing)(jing)光電(dian)、阿特斯、中(zhong)利(li)集團 光伏(fu)玻璃:信義光能、福萊特
S
特變電工
933
434
540
714.15
練心一劍
中線波段的老股民
2021-09-01 08:04:46
能耗雙(shuang)控、限電限產影(ying)響核(he)心個股
轉(zhuan)自 研訊社(she) ●●●大●● 事件:第二(er)輪第四批中(zhong)央(yang)(yang)生(sheng)(sheng)態環(huan)(huan)(huan)(huan)境(jing)保(bao)(bao)護(hu)督(du)察(cha)將全面啟(qi)動(dong)。 8月(yue)25日(ri),第二(er)輪第四批中(zhong)央(yang)(yang)生(sheng)(sheng)態環(huan)(huan)(huan)(huan)境(jing)保(bao)(bao)護(hu)督(du)察(cha)將全面啟(qi)動(dong),組(zu)(zu)(zu)建7個中(zhong)央(yang)(yang)生(sheng)(sheng)態環(huan)(huan)(huan)(huan)境(jing)保(bao)(bao)護(hu)督(du)察(cha)組(zu)(zu)(zu),分(fen)別(bie)對吉林(lin)、山東、湖北、廣東、四川5個省(sheng)(sheng),中(zhong)國有色(se)礦(kuang)業集團(tuan)(tuan)有限(xian)公司(si)、中(zhong)國黃金集團(tuan)(tuan)有限(xian)公司(si)兩家中(zhong)央(yang)(yang)企(qi)業開(kai)展(zhan)為期約1個月(yue)的督(du)察(cha)進駐(zhu)工作。 8月(yue)26日(ri),中(zhong)央(yang)(yang)第二(er)生(sheng)(sheng)態環(huan)(huan)(huan)(huan)境(jing)保(bao)(bao)護(hu)督(du)察(cha)組(zu)(zu)(zu)近日(ri)進駐(zhu)山東省(sheng)(sheng)開(kai)展(zhan)生(sheng)(sheng)態環(huan)(huan)(huan)(huan)境(jing)保(bao)(bao)護(hu)督(du)察(cha)。 8月(yue)27日(ri),中(zhong)央(yang)(yang)第四生(sheng)(sheng)態環(huan)(huan)(huan)(huan)境(jing)保(bao)(bao)護(hu)督(du)察(cha)組(zu)(zu)(zu)督(du)察(cha)廣東省(sheng)(sheng)動(dong)員會在(zai)廣州召開(kai)。 8月(yue)31日(ri),中(zhong)央(yang)(yang)第三生(sheng)(sheng)態環(huan)(huan)(huan)(huan)境(jing)保(bao)(bao)護(hu)督(du)察(cha)組(zu)(zu)(zu)近日(ri)進駐(zhu)湖北省(sheng)(sheng)開(kai)
S
合盛硅業
6
10
15
24.62
練心(xin)一(yi)劍
中線波段的老股民
2021-08-31 20:15:03
國產(chan)替代進程加速,低溫銀漿空(kong)間(jian)廣闊
(報(bao)告出品方/作者:申萬宏源(yuan),張雷) 1. 光(guang)(guang)伏(fu)銀(yin)漿行業投資邏輯 需(xu)求(qiu)端:終端裝(zhuang)機(ji)高(gao)(gao)景氣(qi)度及(ji)電(dian)池(chi)(chi)片技術迭(die)(die)代(dai)支撐銀(yin)漿需(xu)求(qiu),產品結構轉型在即(ji)。 全(quan)球光(guang)(guang)伏(fu)裝(zhuang)機(ji)穩(wen)健增長:全(quan)球光(guang)(guang)伏(fu)邁(mai)向平價(jia)時代(dai)提升(sheng)終端裝(zhuang)機(ji)需(xu)求(qiu)確(que)定性,2021-2025 年(nian)全(quan)球光(guang)(guang)伏(fu)新增裝(zhuang)機(ji)量預(yu)計分(fen)別可達 160GW、200GW、240GW、270GW、300GW,支 撐光(guang)(guang)伏(fu)銀(yin)漿長期(qi)需(xu)求(qiu)空間。 N 型電(dian)池(chi)(chi)占比提升(sheng)拉(la)高(gao)(gao)銀(yin)漿單耗:下游電(dian)池(chi)(chi)片環節高(gao)(gao)速技術迭(die)(die)代(dai),N 型電(dian)池(chi)(chi)起量在即(ji), 2025 年(nian) N 型電(dian)池(chi)(chi)(TOPCon+HJT)滲(shen)透(tou)率有望從(cong) 202
S
蘇州固锝
13
9
14
19.91
練心一劍
中線波段的老股民
2021-08-31 20:13:22
數(shu)控機(ji)床深(shen)度解析(xi):國之重器“工業母機(ji)”
機(ji)(ji)(ji)(ji)(ji)床(chuang)與其他機(ji)(ji)(ji)(ji)(ji)器(qi)的(de)(de)主(zhu)要(yao)區別在于,機(ji)(ji)(ji)(ji)(ji)床(chuang)是(shi)(shi)(shi)(shi)(shi)制造(zao)(zao)機(ji)(ji)(ji)(ji)(ji)器(qi)的(de)(de)機(ji)(ji)(ji)(ji)(ji)器(qi),同時也(ye)是(shi)(shi)(shi)(shi)(shi)制造(zao)(zao)機(ji)(ji)(ji)(ji)(ji)床(chuang)本身的(de)(de)機(ji)(ji)(ji)(ji)(ji)器(qi),因此機(ji)(ji)(ji)(ji)(ji)床(chuang)又(you)被稱為(wei)“工業(ye)母機(ji)(ji)(ji)(ji)(ji)”或“工具機(ji)(ji)(ji)(ji)(ji)”。 機(ji)(ji)(ji)(ji)(ji)床(chuang)為(wei)裝備制造(zao)(zao)業(ye)提(ti)供生產(chan)設備,凡(fan)是(shi)(shi)(shi)(shi)(shi)對加(jia)工精(jing)度(du)要(yao)求較高(gao),表(biao)面粗糙度(du)要(yao)求較細的(de)(de)零部件(jian)都(dou)需要(yao)通過機(ji)(ji)(ji)(ji)(ji)床(chuang)加(jia)工。因此機(ji)(ji)(ji)(ji)(ji)床(chuang)在制造(zao)(zao)業(ye)和國(guo)民經濟發(fa)展(zhan)中具有舉足輕重的(de)(de)地位。 隨著(zhu)電(dian)子信(xin)息技術的(de)(de)發(fa)展(zhan),當前機(ji)(ji)(ji)(ji)(ji)床(chuang)行業(ye)已進入(ru)以數(shu)控機(ji)(ji)(ji)(ji)(ji)床(chuang)為(wei)代(dai)(dai)表(biao)產(chan)品的(de)(de)機(ji)(ji)(ji)(ji)(ji)電(dian)一(yi)體化(hua)時代(dai)(dai)。 數(shu)控機(ji)(ji)(ji)(ji)(ji)床(chuang)是(shi)(shi)(shi)(shi)(shi)一(yi)種裝有程序控制系統的(de)(de)自動(dong)化(hua)機(ji)(ji)(ji)(ji)(ji)床(chuang),較好(hao)地解決了復(fu)雜(za)、精(jing)密、小批量、多品種的(de)(de)零件(jian)加(jia)工問題,是(shi)(shi)(shi)(shi)(shi)一(yi)種柔性的(de)(de)、高(gao)效能的(de)(de)自動(dong)化(hua)機(ji)(ji)(ji)(ji)(ji)床(chuang),代(dai)(dai)表(biao)了現
S
海天精工
10
10
6
10.56
練心一劍
中線波段的老股民
2021-08-31 20:11:38
5 大新能源產業鏈全景圖
來源 | 新材料在(zai)線 一、 風電(dian)(dian) 風電(dian)(dian)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)全(quan)(quan)景(jing)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 風電(dian)(dian)葉(xie)片產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)結(jie)(jie)(jie)構(gou)(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 二、 充電(dian)(dian)樁 充電(dian)(dian)樁產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)全(quan)(quan)景(jing)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 三、 核電(dian)(dian) 核電(dian)(dian)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)全(quan)(quan)景(jing)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 四(si)、 光(guang)伏(fu)(fu)(fu) 光(guang)伏(fu)(fu)(fu)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)全(quan)(quan)景(jing)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 光(guang)伏(fu)(fu)(fu)背(bei)板產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)結(jie)(jie)(jie)構(gou)(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 光(guang)伏(fu)(fu)(fu)漿料產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)結(jie)(jie)(jie)構(gou)(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 光(guang)伏(fu)(fu)(fu)玻璃產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)結(jie)(jie)(jie)構(gou)(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 多(duo)晶硅(gui)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)結(jie)(jie)(jie)構(gou)(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 五、 儲能(neng) 電(dian)(dian)池(chi)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)全(quan)(quan)景(jing)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 鋰電(dian)(dian)池(chi)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)全(quan)(quan)景(jing)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 氫燃(ran)料電(dian)(dian)池(chi)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)全(quan)(quan)景(jing)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 燃(ran)料電(dian)(dian)池(chi)催化劑產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)結(jie)(jie)(jie)構(gou)(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 燃(ran)料電(dian)(dian)池(chi)膜產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)結(jie)(jie)(jie)構(gou)(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 燃(ran)料電(dian)(dian)池(chi)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)結(jie)(jie)(jie)構(gou)(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 鋰電(dian)(dian)池(chi)負(fu)極材料產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)結(jie)(jie)(jie)構(gou)(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 硅(gui)碳負(fu)極材料產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)結(jie)(jie)(jie)構(gou)(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 動(dong)力電(dian)(dian)池(chi)電(dian)(dian)解液添加劑產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)結(jie)(jie)(jie)構(gou)(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 動(dong)力鋰離子
S
寧德時代
33
27
17
49.77
練心一劍
中線波段的老股民
2021-08-31 20:10:25
光伏(fu)產業鏈(lian)
來源(yuan):新(xin)材(cai)料在線(xian) 一、 光(guang)(guang)伏設備 支架:海(hai)康威(wei)(wei)(wei)視、英飛(fei)拓、愛康科技(ji)、通威(wei)(wei)(wei)股(gu)(gu)份(fen)(fen)(fen)、中威(wei)(wei)(wei)電(dian)(dian)子、清源(yuan)股(gu)(gu)份(fen)(fen)(fen) 組件(jian):協鑫集成、向(xiang)日葵(kui)、陽(yang)光(guang)(guang)電(dian)(dian)源(yuan)、億晶光(guang)(guang)電(dian)(dian)、隆(long)基(ji)股(gu)(gu)份(fen)(fen)(fen) 逆變(bian)(bian)器(qi):冠捷科技(ji)、長高集團、科士達(da)、茂碩電(dian)(dian)源(yuan)、可立克、科達(da)利、陽(yang)光(guang)(guang)電(dian)(dian)源(yuan)、錦浪科技(ji)、特(te)變(bian)(bian)電(dian)(dian)工、正泰電(dian)(dian)器(qi)、弘訊科技(ji)、德業(ye)股(gu)(gu)份(fen)(fen)(fen) 二、 硅(gui)晶體及原材(cai)料 硅(gui)礦:三(san)峽新(xin)材(cai) 金屬硅(gui):合盛(sheng)硅(gui)業(ye) 晶體硅(gui):特(te)變(bian)(bian)電(dian)(dian)工、通威(wei)(wei)(wei)股(gu)(gu)份(fen)(fen)(fen) 三(san)氯氫硅(gui):新(xin)安股(gu)(gu)份(fen)(fen)(fen)、三(san)孚(fu)股(gu)(gu)份(fen)(fen)(fen)、宏柏新(xin)材(cai)、晨光(guang)(guang)新(xin)材(cai)、華(hua)特(te)氣體 單晶硅(gui)棒:隆(long)基(ji)股(gu)(gu)份(fen)(fen)(fen) 單晶硅(gui)片:中環股(gu)(gu)份(fen)(fen)(fen)、上海(hai)新(xin)陽(yang)、隆(long)基(ji)股(gu)(gu)份(fen)(fen)(fen) 單晶硅(gui)電(dian)(dian)池:向(xiang)日葵(kui)、通
S
珈偉新能
26
20
17
39.90
練心一劍
中線波段的老股民
2021-08-30 08:27:37
商湯科技沖刺港股:現金(jin)儲備190億元 “造(zao)血”問(wen)題(ti)待解
8月27日,港交(jiao)所披(pi)露(lu),人(ren)工(gong)智(zhi)能公(gong)司(si)(si)商(shang)(shang)湯(tang)科(ke)(ke)(ke)技(ji)向(xiang)港交(jiao)所主板遞交(jiao)上市申請,中金公(gong)司(si)(si)、海通國際、匯豐銀行擔任聯席(xi)保薦人(ren)。根據(ju)此前(qian)融(rong)資估值,商(shang)(shang)湯(tang)科(ke)(ke)(ke)技(ji)或刷新人(ren)工(gong)智(zhi)能領域全球最(zui)大IPO紀錄。 IPO前(qian),商(shang)(shang)湯(tang)科(ke)(ke)(ke)技(ji)已經完成了(le)12輪融(rong)資,其主要投(tou)資人(ren)包括軟銀、春華、銀湖、IDG、賽領和鼎暉等,直接結果是商(shang)(shang)湯(tang)科(ke)(ke)(ke)技(ji)“不差錢”。招股(gu)書顯示,截至2021年(nian)6月30日,商(shang)(shang)湯(tang)科(ke)(ke)(ke)技(ji)各類現金及存款儲備超過190億元(yuan),其中僅定期存款就(jiu)高(gao)達(da)79.4億元(yuan)。 “AI第(di)一股(gu)”爭奪風云再起 過去一年(nian),“AI概念”企業扎堆(dui)上市,
S
歌爾股份
1
3
3
4.74
上一頁
1
24
25
26
27
28
39
下一頁(ye)
前往
頁
練(lian)心(xin)一(yi)劍
中線波段的老股民
2021-09-04 14:16:19
近期景氣賽道行業龍頭股
1、 光(guang)伏(fu) 光(guang)伏(fu):晶(jing)科(ke)(ke)科(ke)(ke)技(ji)、意華(hua)股(gu)份(fen)(fen)(fen)(fen)(fen)、特(te)變(bian)電(dian)工、江蘇新能、深圳(zhen)燃氣、吉電(dian)股(gu)份(fen)(fen)(fen)(fen)(fen)、金(jin)晶(jing)科(ke)(ke)技(ji)、億利潔能、伊戈爾(er)、上機(ji)數(shu)控、杭(hang)鍋股(gu)份(fen)(fen)(fen)(fen)(fen)、中(zhong)(zhong)國電(dian)建(jian)、康(kang)達(da)新材、福萊特(te) BIPV:林洋能源(yuan)、瑞(rui)和股(gu)份(fen)(fen)(fen)(fen)(fen)、亞(ya)瑪頓、東(dong)南(nan)網架、啟(qi)迪設計、森(sen)特(te)股(gu)份(fen)(fen)(fen)(fen)(fen)、東(dong)旭(xu)(xu)藍天、拓日新能 光(guang)伏(fu)電(dian)池:愛康(kang)科(ke)(ke)技(ji)、愛旭(xu)(xu)股(gu)份(fen)(fen)(fen)(fen)(fen)、北京科(ke)(ke)銳、蘇州固锝 EVA樹脂:東(dong)方(fang)盛虹、聯泓新科(ke)(ke) 2、 風電(dian) 大金(jin)重工、甘肅電(dian)投、中(zhong)(zhong)環海(hai)陸(lu)、天順風能、嘉(jia)澤(ze)新能、金(jin)風科(ke)(ke)技(ji)、福能股(gu)份(fen)(fen)(fen)(fen)(fen)、明陽智能、運達(da)股(gu)份(fen)(fen)(fen)(fen)(fen)、中(zhong)(zhong)際(ji)聯合、日月股(gu)份(fen)(fen)(fen)(fen)(fen)、振江股(gu)份(fen)(fen)(fen)(fen)(fen)、中(zhong)(zhong)閩能源(yuan)、金(jin)盤科(ke)(ke)技(ji)、東(dong)方(fang)電(dian)氣、中(zhong)(zhong)材科(ke)(ke)技(ji)、金(jin)雷
S
晶科科技
24
29
39
24.92
練心一劍
中線波段的老股民
2021-09-03 22:22:52
工業軟件:智能(neng)制(zhi)造自主可控核心領域
工信部等六部門近日聯(lian)合印發(fa)《關(guan)于加快培育發(fa)展制(zhi)(zhi)造(zao)業(ye)優質企(qi)業(ye)的(de)(de)指導意(yi)見》,提(ti)(ti)出提(ti)(ti)高優質企(qi)業(ye)自(zi)主(zhu)創新能力,推(tui)動(dong)產業(ye)數(shu)字化發(fa)展,大(da)力推(tui)動(dong)自(zi)主(zhu)可控工業(ye)軟(ruan)件(jian)推(tui)廣應用(yong)。 近年來(lai),國(guo)家(jia)密集(ji)出臺智能制(zhi)(zhi)造(zao)、工業(ye)互聯(lian)網政策指引,尤以新基建的(de)(de)提(ti)(ti)出凝聚(ju)了(le)共(gong)識(shi)。 第三次工業(ye)與科技革命以來(lai),先進工業(ye)體與工業(ye)軟(ruan)件(jian)巨(ju)頭(tou)的(de)(de)崛起相(xiang)伴相(xiang)生,當(dang)前(qian)我(wo)國(guo)工業(ye)軟(ruan)件(jian)的(de)(de)發(fa)展與工業(ye)產值(zhi)(zhi)嚴重不匹配(pei),但政策的(de)(de)強力扶(fu)持和全(quan)球(qiu)先進制(zhi)(zhi)造(zao)產業(ye)的(de)(de)聚(ju)集(ji),為國(guo)內相(xiang)關(guan)IT產業(ye)的(de)(de)發(fa)展創造(zao)了(le)優良(liang)契機。 據(ju)工信部,2019年我(wo)國(guo)工業(ye)增加值(zhi)(zhi)總量占全(quan)球(qiu)比重超過20%。同年我(wo)國(guo)
S
寶信軟件
2
17
22
16.41
練心(xin)一(yi)劍
中線波段的老股民
2021-09-03 20:10:51
風能(neng)最全產業鏈一(yi)覽(lan)
來源(yuan): 科技華叔 許多(duo)人可(ke)能(neng)會(hui)焦(jiao)慮(lv),風能(neng)和光(guang)(guang)伏(fu)(fu)(fu)會(hui)不會(hui)打架?其實(shi)這(zhe)大(da)(da)可(ke)不用擔心,風能(neng)和光(guang)(guang)伏(fu)(fu)(fu)就(jiu)像(xiang)兩(liang)兄弟,屬于互補關系,在(zai)(zai)白天光(guang)(guang)伏(fu)(fu)(fu)發(fa)(fa)電(dian)(dian)(dian)量(liang)大(da)(da),而(er)到晚上就(jiu)是風能(neng)的天下,在(zai)(zai)不限電(dian)(dian)(dian),且電(dian)(dian)(dian)網約(yue)束背景下,光(guang)(guang)伏(fu)(fu)(fu)發(fa)(fa)電(dian)(dian)(dian)量(liang)最大(da)(da)占比(bi)31%,風電(dian)(dian)(dian)發(fa)(fa)電(dian)(dian)(dian)量(liang)最大(da)(da)占比(bi)75%。而(er)且從出力角度考慮(lv),兩(liang)者互補效果較好。 好了,我(wo)們再看看國家能(neng)源(yuan)局公布的未來風能(neng)、光(guang)(guang)伏(fu)(fu)(fu)目標,2025年(nian)風電(dian)(dian)(dian)、光(guang)(guang)伏(fu)(fu)(fu)發(fa)(fa)電(dian)(dian)(dian)量(liang)占比(bi)到達16.5%,2021年(nian)占比(bi)達到11%,去(qu)年(nian)這(zhe)兩(liang)項(xiang)能(neng)源(yuan)輸出已(yi)占比(bi)9.7%。 火力發(fa)(fa)電(dian)(dian)(dian)的占比(bi)還是很高(gao),占供電(dian)(dian)(dian)總量(liang)的73.7%,按照(zhao)我(wo)們要實(shi)現
S
天順風能
330
226
286
252.76
練心一劍
中線波段的老股民
2021-09-03 08:54:06
【基(ji)建(jian)】能源新基(ji)建(jian)的(de)五大受益(yi)方向(xiang)
轉自 研(yan)訊社 受益方向一(yi)(光(guang)伏(fu)):九大(da)(da)清(qing)(qing)潔(jie)(jie)(jie)能(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di)(di)保障光(guang)伏(fu)基(ji)礎建設,光(guang)伏(fu)屋頂(ding)滲透率將快速提升。 我(wo)國(guo)九大(da)(da)能(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di)(di)主要(yao)包括松遼清(qing)(qing)潔(jie)(jie)(jie)能(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di)(di);冀北清(qing)(qing)潔(jie)(jie)(jie)能(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di)(di);黃(huang)河幾字(zi)彎清(qing)(qing)潔(jie)(jie)(jie)能(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di)(di);河西走廊(lang)清(qing)(qing)潔(jie)(jie)(jie)能(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di)(di);黃(huang)河上游清(qing)(qing)潔(jie)(jie)(jie)能(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di)(di);新疆清(qing)(qing)潔(jie)(jie)(jie)能(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di)(di);金沙(sha)江上游清(qing)(qing)潔(jie)(jie)(jie)能(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di)(di);雅礱江流域(yu)清(qing)(qing)潔(jie)(jie)(jie)能(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di)(di);金沙(sha)江下游清(qing)(qing)潔(jie)(jie)(jie)能(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di)(di)。 大(da)(da)清(qing)(qing)潔(jie)(jie)(jie)能(neng)源(yuan)(yuan)(yuan)基(ji)地(di)(di)(di)以(yi)地(di)(di)(di)域(yu)劃分,形式(shi)上以(yi)風(feng)光(guang)儲(chu)一(yi)體(ti)化為主,其實代表了發展(zhan)光(guang)伏(fu)基(ji)建;預計(ji)我(wo)國(guo)十四五期間光(guang)伏(fu)年(nian)均(jun)新增(zeng)裝機(ji)規模在60GW,到2025年(nian)的年(nian)復合增(zeng)速在20%左(zuo)右。 另外(wai),國(guo)家能(neng)源(yuan)(yuan)(yuan)局綜
S
晶科科技
6
13
15
13.80
練心一劍(jian)
中線波段的老股民
2021-09-02 08:22:36
鋰電龍頭“泡沫”還(huan)能吹多久
證券市(shi)(shi)場(chang)紅周(zhou)(zhou)刊(kan) 記者 | 王飛 張桔 ·編者按· 當前的(de)(de)(de)(de)鋰電(dian)(dian)池領域(yu)存在(zai)明(ming)顯供需不平衡的(de)(de)(de)(de)問題,在(zai)國內市(shi)(shi)場(chang)未(wei)來幾年(nian)預期幾千億(yi)的(de)(de)(de)(de)市(shi)(shi)場(chang)規模(mo)的(de)(de)(de)(de)情(qing)況下,出現了萬億(yi)市(shi)(shi)值(zhi)的(de)(de)(de)(de)鋰電(dian)(dian)龍頭。有(you)投資人測算,三(san)(san)年(nian)后鋰電(dian)(dian)行(xing)業(ye)可(ke)能會出現明(ming)顯的(de)(de)(de)(de)產能過(guo)(guo)剩情(qing)況,“龍頭不倒(dao)”的(de)(de)(de)(de)情(qing)況也只是(shi)一(yi)種(zhong)猜想(xiang),回(hui)看當年(nian)無錫尚德(de)的(de)(de)(de)(de)歷(li)史就會知道(dao),任何企業(ye)在(zai)市(shi)(shi)場(chang)面前都需要謹慎,而不是(shi)豪賭明(ming)天(tian)。 ·市(shi)(shi)場(chang)供需篇· 鋰電(dian)(dian)龍頭站在(zai)產能過(guo)(guo)剩的(de)(de)(de)(de)門檻(jian)上 在(zai)有(you)研報預計到(dao)2060年(nian)動力電(dian)(dian)池、儲能等業(ye)務會有(you)多大市(shi)(shi)場(chang)和產能缺(que)口之際,接(jie)受《紅周(zhou)(zhou)刊(kan)》采訪(fang)的(de)(de)(de)(de)職業(ye)投資人認為,未(wei)來三(san)(san)年(nian)
S
寧德時代
3
9
4
6.30
練心一劍(jian)
中線波段的老股民
2021-09-02 08:21:45
鋰電池(chi)負極材料
(報(bao)告出品方/作者(zhe):川財證券,孫燦)網(wang)頁鏈接(jie) 一(yi)、 鋰電(dian)(dian)(dian)(dian)池(chi)負(fu)(fu)極(ji)(ji)(ji)材料概述 1.1 負(fu)(fu)極(ji)(ji)(ji)材料簡(jian)介 負(fu)(fu)極(ji)(ji)(ji)材料是鋰電(dian)(dian)(dian)(dian)池(chi)四大關鍵材料之(zhi)一(yi)。鋰離(li)子(zi)(zi)電(dian)(dian)(dian)(dian)池(chi)包含(han)兩個電(dian)(dian)(dian)(dian)極(ji)(ji)(ji)(正(zheng)極(ji)(ji)(ji)、負(fu)(fu)極(ji)(ji)(ji)),每個電(dian)(dian)(dian)(dian)極(ji)(ji)(ji)中都(dou)有(you)一(yi)層活性物質以及能夠與外部電(dian)(dian)(dian)(dian)路(lu)連接(jie)的(de)(de)集流器,在電(dian)(dian)(dian)(dian)池(chi)充放電(dian)(dian)(dian)(dian)過(guo)程中,通(tong)過(guo)一(yi)定量的(de)(de)電(dian)(dian)(dian)(dian)解液,電(dian)(dian)(dian)(dian)荷(he)會(hui)以離(li)子(zi)(zi)狀態進行傳輸(shu),傳輸(shu)的(de)(de)過(guo)程便(bian)是電(dian)(dian)(dian)(dian)池(chi)內部的(de)(de)氧化還(huan)原反(fan)應,在鋰電(dian)(dian)(dian)(dian)池(chi)的(de)(de)中間還(huan)有(you)一(yi)層隔(ge)板,這層隔(ge)板對(dui)兩個電(dian)(dian)(dian)(dian)極(ji)(ji)(ji)有(you)著絕緣的(de)(de)作用,用于(yu)電(dian)(dian)(dian)(dian)荷(he)離(li)子(zi)(zi)的(de)(de)通(tong)過(guo)并組織(zhi)電(dian)(dian)(dian)(dian)子(zi)(zi)的(de)(de)內部轉移。鋰電(dian)(dian)(dian)(dian)池(chi)工作時(shi)主要的(de)(de)移動離(li)子(zi)(zi)是陽離(li)子(zi)(zi),電(dian)(dian)(dian)(dian)池(chi)充電(dian)(dian)(dian)(dian)時(shi),正(zheng)極(ji)(ji)(ji)的(de)(de)鋰原子(zi)(zi)電(dian)(dian)(dian)(dian)離(li)為帶正(zheng)
S
山河智能
7
7
9
8.60
練(lian)心(xin)一劍
中線波段的老股民
2021-09-02 08:20:52
光伏HJT產業鏈(lian)
異(yi)質結電(dian)(dian)(dian)池有望成為(wei)下(xia)一代(dai)主流技(ji)術(shu)! 如何提升(sheng)電(dian)(dian)(dian)池轉(zhuan)(zhuan)化(hua)效率(lv)以及(ji)降低發電(dian)(dian)(dian)成本(ben)是光(guang)伏行業(ye)永(yong)遠離不開的(de)課題! 伴隨(sui)著市(shi)場(chang)主流電(dian)(dian)(dian)池—PERC電(dian)(dian)(dian)池效率(lv)提升(sheng)開始放緩,以及(ji)基于N型硅片(pian)的(de)異(yi)質結電(dian)(dian)(dian)池產業(ye)化(hua)逐步成熟,光(guang)伏電(dian)(dian)(dian)池產業(ye)發展的(de)重心正在悄(qiao)然(ran)轉(zhuan)(zhuan)變。 業(ye)內專家認為(wei),相(xiang)(xiang)比(bi)其他技(ji)術(shu)路(lu)線,異(yi)質結電(dian)(dian)(dian)池技(ji)術(shu)具(ju)有更好的(de)轉(zhuan)(zhuan)換(huan)率(lv)和降本(ben)空間,同時也更適合(he)與疊瓦技(ji)術(shu)相(xiang)(xiang)結合(he),這(zhe)一技(ji)術(shu)被業(ye)內稱為(wei)下(xia)一代(dai)商業(ye)光(guang)伏生產的(de)重要(yao)候(hou)選技(ji)術(shu)。 據統(tong)計(ji)數(shu)據顯(xian)示(shi):2019年光(guang)伏行業(ye)單晶電(dian)(dian)(dian)池片(pian)(PERC電(dian)(dian)(dian)池等)平均轉(zhuan)(zhuan)換(huan)效率(lv)為(wei)22.3%,理(li)論極限值約(yue)為(wei)24%
S
隆華科技
17
22
21
30.67
練心一(yi)劍
中線波段的老股民
2021-09-01 08:07:06
“專精特新”概念(nian)股全梳理(li)
9只個股自2020年第三(san)季度開(kai)始獲得機構(gou)連(lian)續加(jia)倉,累積持股占流(liu)通股比例(li)位居(ju)前三(san)的(de)(de)是綠的(de)(de)諧波(bo)、建(jian)龍微納和圖(tu)南(nan)股份(fen)。6只個股屬于(yu)科創板,主板僅科力(li)爾一家(jia)(jia),圖(tu)南(nan)股份(fen)和華辰(chen)裝(zhuang)備隸屬于(yu)創業板。 數(shu)據(ju)來(lai)源(yuan):東方財富(fu)Choice數(shu)據(ju) 6維篩選(xuan)專(zhuan)精特新20強 Choice數(shu)據(ju)基(ji)于(yu)“專(zhuan)精特新”的(de)(de)314家(jia)(jia)上(shang)市(shi)公司名(ming)單,按照一定的(de)(de)客觀標(biao)準(zhun)篩選(xuan)出專(zhuan)精特新20強標(biao)的(de)(de),供投(tou)資者(zhe)參(can)考,不作為投(tou)資建(jian)議(yi)。 數(shu)據(ju)來(lai)源(yuan):東方財富(fu)Choice數(shu)據(ju) 其中客觀篩選(xuan)標(biao)準(zhun)包括: 1)3年營收復合(he)增速高(gao)于(yu)15%; 2)3年歸屬母公司凈利潤復合(he)增
S
綠的諧波
24
27
33
45.17
練心一劍
中線波段的老股民
2021-09-01 08:06:09
光伏產業鏈全景圖譜
光伏(fu)產業以(yi)硅為主線,上中(zhong)下游包(bao)括硅料、硅片、 電(dian)池(chi)、組件、電(dian)站等23個環節。 ▲光伏(fu)產業鏈 光伏(fu)產業鏈全景圖譜如(ru)下: 硅:合(he)(he)盛(sheng)硅業 硅料:通(tong)威(wei)股份(fen)(fen)、保利協(xie)鑫、新(xin)特能(neng)源、大全能(neng)源、東方(fang)希望 硅片:隆(long)(long)基(ji)(ji)股份(fen)(fen)、中(zhong)環股份(fen)(fen)、保利協(xie)鑫、京(jing)運通(tong) 耗材(cai):美暢股份(fen)(fen)、金博股份(fen)(fen) 電(dian)池(chi)片制造:通(tong)威(wei)股份(fen)(fen)、隆(long)(long)基(ji)(ji)股份(fen)(fen)、天合(he)(he)光能(neng)、山煤國(guo)際、愛康(kang)科(ke)技(ji)、東方(fang)日升(sheng)、晶澳(ao)(ao)科(ke)技(ji)、晶科(ke)科(ke)技(ji)、拓日新(xin)能(neng) 組件:晶科(ke)科(ke)技(ji)、晶澳(ao)(ao)科(ke)技(ji)、隆(long)(long)基(ji)(ji)股份(fen)(fen)、協(xie)鑫集成、順風光電(dian)、東方(fang)日升(sheng)、天合(he)(he)光能(neng)、陽光電(dian)源、億晶光電(dian)、阿(a)特斯、中(zhong)利集團 光伏(fu)玻璃:信義光能(neng)、福(fu)萊特
S
特變電工
933
434
540
714.15
練心(xin)一(yi)劍
中線波段的老股民
2021-09-01 08:04:46
能耗雙(shuang)控、限電限產影響(xiang)核心個股
轉(zhuan)自 研訊社 ●●●大●● 事(shi)件(jian):第二輪第四批(pi)(pi)中(zhong)(zhong)央(yang)生(sheng)態(tai)環(huan)(huan)境(jing)保護(hu)督(du)(du)察(cha)(cha)(cha)(cha)(cha)將(jiang)(jiang)全面啟動。 8月25日,第二輪第四批(pi)(pi)中(zhong)(zhong)央(yang)生(sheng)態(tai)環(huan)(huan)境(jing)保護(hu)督(du)(du)察(cha)(cha)(cha)(cha)(cha)將(jiang)(jiang)全面啟動,組(zu)(zu)建(jian)7個中(zhong)(zhong)央(yang)生(sheng)態(tai)環(huan)(huan)境(jing)保護(hu)督(du)(du)察(cha)(cha)(cha)(cha)(cha)組(zu)(zu),分別對(dui)吉林、山東、湖北、廣(guang)東、四川5個省,中(zhong)(zhong)國(guo)有(you)色礦(kuang)業集團有(you)限(xian)公(gong)(gong)司、中(zhong)(zhong)國(guo)黃金集團有(you)限(xian)公(gong)(gong)司兩家(jia)中(zhong)(zhong)央(yang)企業開展為(wei)期約(yue)1個月的督(du)(du)察(cha)(cha)(cha)(cha)(cha)進(jin)駐(zhu)(zhu)工作(zuo)。 8月26日,中(zhong)(zhong)央(yang)第二生(sheng)態(tai)環(huan)(huan)境(jing)保護(hu)督(du)(du)察(cha)(cha)(cha)(cha)(cha)組(zu)(zu)近日進(jin)駐(zhu)(zhu)山東省開展生(sheng)態(tai)環(huan)(huan)境(jing)保護(hu)督(du)(du)察(cha)(cha)(cha)(cha)(cha)。 8月27日,中(zhong)(zhong)央(yang)第四生(sheng)態(tai)環(huan)(huan)境(jing)保護(hu)督(du)(du)察(cha)(cha)(cha)(cha)(cha)組(zu)(zu)督(du)(du)察(cha)(cha)(cha)(cha)(cha)廣(guang)東省動員會(hui)在(zai)廣(guang)州召開。 8月31日,中(zhong)(zhong)央(yang)第三生(sheng)態(tai)環(huan)(huan)境(jing)保護(hu)督(du)(du)察(cha)(cha)(cha)(cha)(cha)組(zu)(zu)近日進(jin)駐(zhu)(zhu)湖北省開
S
合盛硅業
6
10
15
24.62
練心(xin)一劍
中線波段的老股民
2021-08-31 20:15:03
國產替代進程加速,低溫銀(yin)漿空間廣闊
(報告出品方(fang)/作者(zhe):申萬宏源,張雷) 1. 光伏銀(yin)漿(jiang)行業投資邏輯 需求(qiu)端(duan):終端(duan)裝(zhuang)機高景氣度及電(dian)池(chi)片技術(shu)迭(die)代支撐銀(yin)漿(jiang)需求(qiu),產品結構(gou)轉型(xing)在(zai)(zai)即。 全(quan)球光伏裝(zhuang)機穩健增長:全(quan)球光伏邁向(xiang)平價時(shi)代提升終端(duan)裝(zhuang)機需求(qiu)確定性,2021-2025 年(nian)全(quan)球光伏新(xin)增裝(zhuang)機量預(yu)計(ji)分(fen)別(bie)可達(da) 160GW、200GW、240GW、270GW、300GW,支 撐光伏銀(yin)漿(jiang)長期需求(qiu)空(kong)間。 N 型(xing)電(dian)池(chi)占比提升拉高銀(yin)漿(jiang)單耗(hao):下(xia)游(you)電(dian)池(chi)片環節高速(su)技術(shu)迭(die)代,N 型(xing)電(dian)池(chi)起量在(zai)(zai)即, 2025 年(nian) N 型(xing)電(dian)池(chi)(TOPCon+HJT)滲(shen)透率有(you)望從 202
S
蘇州固锝
13
9
14
19.91
練心(xin)一(yi)劍
中線波段的老股民
2021-08-31 20:13:22
數控機床(chuang)深度(du)解(jie)析:國之重(zhong)器“工業母機”
機(ji)(ji)(ji)床(chuang)(chuang)與其他機(ji)(ji)(ji)器的(de)(de)(de)主要區別在于,機(ji)(ji)(ji)床(chuang)(chuang)是(shi)(shi)制造(zao)機(ji)(ji)(ji)器的(de)(de)(de)機(ji)(ji)(ji)器,同時也是(shi)(shi)制造(zao)機(ji)(ji)(ji)床(chuang)(chuang)本身(shen)的(de)(de)(de)機(ji)(ji)(ji)器,因(yin)此機(ji)(ji)(ji)床(chuang)(chuang)又被(bei)稱為(wei)(wei)“工(gong)業(ye)(ye)母機(ji)(ji)(ji)”或“工(gong)具機(ji)(ji)(ji)”。 機(ji)(ji)(ji)床(chuang)(chuang)為(wei)(wei)裝備制造(zao)業(ye)(ye)提(ti)供生產(chan)(chan)設備,凡是(shi)(shi)對加工(gong)精度要求(qiu)較高,表(biao)(biao)面粗糙(cao)度要求(qiu)較細(xi)的(de)(de)(de)零(ling)部件都需要通過機(ji)(ji)(ji)床(chuang)(chuang)加工(gong)。因(yin)此機(ji)(ji)(ji)床(chuang)(chuang)在制造(zao)業(ye)(ye)和國民經濟發(fa)展(zhan)中具有舉足(zu)輕重的(de)(de)(de)地位(wei)。 隨著(zhu)電子(zi)信息技(ji)術的(de)(de)(de)發(fa)展(zhan),當前機(ji)(ji)(ji)床(chuang)(chuang)行業(ye)(ye)已進入以數控(kong)機(ji)(ji)(ji)床(chuang)(chuang)為(wei)(wei)代表(biao)(biao)產(chan)(chan)品的(de)(de)(de)機(ji)(ji)(ji)電一(yi)體化時代。 數控(kong)機(ji)(ji)(ji)床(chuang)(chuang)是(shi)(shi)一(yi)種裝有程序控(kong)制系統(tong)的(de)(de)(de)自(zi)動化機(ji)(ji)(ji)床(chuang)(chuang),較好地解(jie)決(jue)了復雜(za)、精密(mi)、小批量、多品種的(de)(de)(de)零(ling)件加工(gong)問題,是(shi)(shi)一(yi)種柔性的(de)(de)(de)、高效能的(de)(de)(de)自(zi)動化機(ji)(ji)(ji)床(chuang)(chuang),代表(biao)(biao)了現
S
海天精工
10
10
6
10.56
練心一劍
中線波段的老股民
2021-08-31 20:11:38
5 大新能源產業(ye)鏈全景圖(tu)
來源(yuan) | 新(xin)材料(liao)(liao)在(zai)線 一(yi)、 風電(dian)(dian) 風電(dian)(dian)產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)全景圖(tu)(tu)(tu)(tu) 風電(dian)(dian)葉片產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu) 二、 充(chong)電(dian)(dian)樁 充(chong)電(dian)(dian)樁產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)全景圖(tu)(tu)(tu)(tu) 三、 核(he)電(dian)(dian) 核(he)電(dian)(dian)產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)全景圖(tu)(tu)(tu)(tu) 四、 光(guang)伏(fu) 光(guang)伏(fu)產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)全景圖(tu)(tu)(tu)(tu) 光(guang)伏(fu)背板產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu) 光(guang)伏(fu)漿料(liao)(liao)產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu) 光(guang)伏(fu)玻璃產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu) 多晶硅產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu) 五(wu)、 儲(chu)能 電(dian)(dian)池(chi)產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)全景圖(tu)(tu)(tu)(tu) 鋰電(dian)(dian)池(chi)產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)全景圖(tu)(tu)(tu)(tu) 氫燃(ran)料(liao)(liao)電(dian)(dian)池(chi)產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)全景圖(tu)(tu)(tu)(tu) 燃(ran)料(liao)(liao)電(dian)(dian)池(chi)催化(hua)劑產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu) 燃(ran)料(liao)(liao)電(dian)(dian)池(chi)膜產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu) 燃(ran)料(liao)(liao)電(dian)(dian)池(chi)產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu) 鋰電(dian)(dian)池(chi)負極材料(liao)(liao)產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu) 硅碳負極材料(liao)(liao)產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu) 動(dong)力(li)電(dian)(dian)池(chi)電(dian)(dian)解(jie)液添加(jia)劑產(chan)(chan)(chan)業(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu) 動(dong)力(li)鋰離子
S
寧德時代
33
27
17
49.77
練心一(yi)劍
中線波段的老股民
2021-08-31 20:10:25
光伏(fu)產(chan)業(ye)鏈
來源(yuan):新(xin)材(cai)料(liao)在線(xian) 一(yi)、 光伏設備(bei) 支架:海(hai)康(kang)威(wei)(wei)(wei)視(shi)、英飛拓、愛康(kang)科(ke)(ke)技、通威(wei)(wei)(wei)股(gu)(gu)(gu)份(fen)(fen)、中威(wei)(wei)(wei)電(dian)子、清(qing)源(yuan)股(gu)(gu)(gu)份(fen)(fen) 組件:協鑫集(ji)成、向日(ri)葵(kui)、陽(yang)光電(dian)源(yuan)、億晶(jing)光電(dian)、隆基股(gu)(gu)(gu)份(fen)(fen) 逆(ni)變器:冠捷(jie)科(ke)(ke)技、長高集(ji)團、科(ke)(ke)士達、茂碩電(dian)源(yuan)、可立克、科(ke)(ke)達利、陽(yang)光電(dian)源(yuan)、錦浪(lang)科(ke)(ke)技、特(te)變電(dian)工、正泰電(dian)器、弘訊科(ke)(ke)技、德業股(gu)(gu)(gu)份(fen)(fen) 二、 硅(gui)(gui)晶(jing)體及原材(cai)料(liao) 硅(gui)(gui)礦:三峽新(xin)材(cai) 金(jin)屬(shu)硅(gui)(gui):合盛(sheng)硅(gui)(gui)業 晶(jing)體硅(gui)(gui):特(te)變電(dian)工、通威(wei)(wei)(wei)股(gu)(gu)(gu)份(fen)(fen) 三氯氫硅(gui)(gui):新(xin)安(an)股(gu)(gu)(gu)份(fen)(fen)、三孚(fu)股(gu)(gu)(gu)份(fen)(fen)、宏柏新(xin)材(cai)、晨光新(xin)材(cai)、華特(te)氣體 單晶(jing)硅(gui)(gui)棒:隆基股(gu)(gu)(gu)份(fen)(fen) 單晶(jing)硅(gui)(gui)片:中環股(gu)(gu)(gu)份(fen)(fen)、上海(hai)新(xin)陽(yang)、隆基股(gu)(gu)(gu)份(fen)(fen) 單晶(jing)硅(gui)(gui)電(dian)池(chi):向日(ri)葵(kui)、通
S
珈偉新能
26
20
17
39.90
練心一劍
中線波段的老股民
2021-08-30 08:27:37
商湯科(ke)技沖刺港股:現金儲備190億(yi)元 “造血”問題待(dai)解(jie)
8月27日(ri)(ri),港交(jiao)所披露(lu),人(ren)(ren)工智能公司(si)商(shang)湯科(ke)(ke)技向港交(jiao)所主板(ban)遞交(jiao)上市申請,中金公司(si)、海通國際、匯豐銀行擔任(ren)聯(lian)席保薦人(ren)(ren)。根(gen)據此前(qian)(qian)融資估(gu)值(zhi),商(shang)湯科(ke)(ke)技或刷新人(ren)(ren)工智能領域全球(qiu)最大IPO紀錄。 IPO前(qian)(qian),商(shang)湯科(ke)(ke)技已經完(wan)成了12輪(lun)融資,其主要(yao)投(tou)資人(ren)(ren)包括軟(ruan)銀、春華(hua)、銀湖、IDG、賽領和鼎暉等,直接結果是商(shang)湯科(ke)(ke)技“不差錢”。招股(gu)書顯示,截至(zhi)2021年(nian)6月30日(ri)(ri),商(shang)湯科(ke)(ke)技各(ge)類現金及存款(kuan)儲(chu)備超過190億(yi)元,其中僅(jin)定期存款(kuan)就高達79.4億(yi)元。 “AI第(di)一(yi)股(gu)”爭奪風云再起 過去一(yi)年(nian),“AI概念”企業(ye)扎堆上市,
S
歌爾股份
1
3
3
4.74
上一(yi)頁
1
24
25
26
27
28
39
下一頁
前往
頁
練心一劍
中線波段的老股民
2021-09-04 14:16:19
近(jin)期景氣賽道行業龍(long)頭(tou)股
1、 光(guang)伏 光(guang)伏:晶(jing)科(ke)(ke)科(ke)(ke)技(ji)(ji)、意華股(gu)份(fen)、特變電(dian)工(gong)、江(jiang)蘇(su)新能(neng)(neng)(neng)(neng)、深圳燃(ran)氣、吉電(dian)股(gu)份(fen)、金(jin)晶(jing)科(ke)(ke)技(ji)(ji)、億利潔能(neng)(neng)(neng)(neng)、伊戈爾、上機數控、杭鍋股(gu)份(fen)、中(zhong)國電(dian)建、康(kang)達(da)新材、福(fu)萊特 BIPV:林洋能(neng)(neng)(neng)(neng)源(yuan)、瑞和股(gu)份(fen)、亞瑪頓(dun)、東南網架、啟迪設計、森特股(gu)份(fen)、東旭藍天、拓日新能(neng)(neng)(neng)(neng) 光(guang)伏電(dian)池:愛康(kang)科(ke)(ke)技(ji)(ji)、愛旭股(gu)份(fen)、北京科(ke)(ke)銳、蘇(su)州固(gu)锝 EVA樹脂:東方盛虹(hong)、聯泓新科(ke)(ke) 2、 風電(dian) 大金(jin)重(zhong)工(gong)、甘肅電(dian)投、中(zhong)環海陸(lu)、天順風能(neng)(neng)(neng)(neng)、嘉(jia)澤新能(neng)(neng)(neng)(neng)、金(jin)風科(ke)(ke)技(ji)(ji)、福(fu)能(neng)(neng)(neng)(neng)股(gu)份(fen)、明陽智(zhi)能(neng)(neng)(neng)(neng)、運達(da)股(gu)份(fen)、中(zhong)際(ji)聯合、日月股(gu)份(fen)、振江(jiang)股(gu)份(fen)、中(zhong)閩能(neng)(neng)(neng)(neng)源(yuan)、金(jin)盤科(ke)(ke)技(ji)(ji)、東方電(dian)氣、中(zhong)材科(ke)(ke)技(ji)(ji)、金(jin)雷
S
晶科科技
24
29
39
24.92
練心一劍(jian)
中線波段的老股民
2021-09-03 22:22:52
工業(ye)軟件:智能制造自(zi)主可控核心領(ling)域
工(gong)(gong)信(xin)部(bu)等六部(bu)門(men)近日(ri)聯合印發(fa)《關于加快培育發(fa)展制造(zao)(zao)業(ye)(ye)優質企業(ye)(ye)的(de)指(zhi)導(dao)意見(jian)》,提(ti)出(chu)提(ti)高優質企業(ye)(ye)自主創新(xin)(xin)能力(li),推(tui)動產業(ye)(ye)數字化(hua)發(fa)展,大力(li)推(tui)動自主可控工(gong)(gong)業(ye)(ye)軟(ruan)件(jian)推(tui)廣應用。 近年(nian)來,國家(jia)密(mi)集(ji)出(chu)臺智能制造(zao)(zao)、工(gong)(gong)業(ye)(ye)互(hu)聯網政(zheng)(zheng)策指(zhi)引,尤以新(xin)(xin)基建的(de)提(ti)出(chu)凝聚(ju)了(le)(le)共(gong)識。 第三次(ci)工(gong)(gong)業(ye)(ye)與(yu)科技革(ge)命以來,先進工(gong)(gong)業(ye)(ye)體與(yu)工(gong)(gong)業(ye)(ye)軟(ruan)件(jian)巨頭(tou)的(de)崛起相(xiang)伴相(xiang)生,當前我國工(gong)(gong)業(ye)(ye)軟(ruan)件(jian)的(de)發(fa)展與(yu)工(gong)(gong)業(ye)(ye)產值嚴重不匹配,但政(zheng)(zheng)策的(de)強力(li)扶持和(he)全球(qiu)先進制造(zao)(zao)產業(ye)(ye)的(de)聚(ju)集(ji),為國內相(xiang)關IT產業(ye)(ye)的(de)發(fa)展創造(zao)(zao)了(le)(le)優良契(qi)機。 據工(gong)(gong)信(xin)部(bu),2019年(nian)我國工(gong)(gong)業(ye)(ye)增加值總量占全球(qiu)比重超過20%。同(tong)年(nian)我國
S
寶信軟件
2
17
22
16.41
練心一劍
中線波段的老股民
2021-09-03 20:10:51
風能最(zui)全產業(ye)鏈一覽
來源: 科技華叔 許(xu)多(duo)人(ren)可能(neng)(neng)(neng)會(hui)(hui)焦慮(lv)(lv),風(feng)(feng)能(neng)(neng)(neng)和光伏會(hui)(hui)不會(hui)(hui)打架?其實(shi)這大可不用擔心,風(feng)(feng)能(neng)(neng)(neng)和光伏就像兩(liang)兄弟,屬(shu)于互(hu)補關系,在白(bai)天光伏發(fa)(fa)電(dian)(dian)量(liang)(liang)(liang)大,而到晚上就是(shi)風(feng)(feng)能(neng)(neng)(neng)的天下,在不限(xian)電(dian)(dian),且(qie)電(dian)(dian)網約束背景(jing)下,光伏發(fa)(fa)電(dian)(dian)量(liang)(liang)(liang)最大占比31%,風(feng)(feng)電(dian)(dian)發(fa)(fa)電(dian)(dian)量(liang)(liang)(liang)最大占比75%。而且(qie)從出力(li)角度考慮(lv)(lv),兩(liang)者互(hu)補效(xiao)果較好(hao)。 好(hao)了,我們再看看國家能(neng)(neng)(neng)源局公(gong)布的未來風(feng)(feng)能(neng)(neng)(neng)、光伏目標(biao),2025年風(feng)(feng)電(dian)(dian)、光伏發(fa)(fa)電(dian)(dian)量(liang)(liang)(liang)占比到達(da)16.5%,2021年占比達(da)到11%,去年這兩(liang)項能(neng)(neng)(neng)源輸(shu)出已占比9.7%。 火力(li)發(fa)(fa)電(dian)(dian)的占比還是(shi)很(hen)高,占供電(dian)(dian)總量(liang)(liang)(liang)的73.7%,按照我們要實(shi)現
S
天順風能
330
226
286
252.76
練心一劍
中線波段的老股民
2021-09-03 08:54:06
【基(ji)建】能源新基(ji)建的五大受(shou)益(yi)方向
轉自 研訊(xun)社 受益方向一(光(guang)伏(fu)(fu)):九大(da)(da)清(qing)(qing)(qing)潔(jie)能(neng)(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地保障光(guang)伏(fu)(fu)基(ji)(ji)(ji)礎建(jian)設,光(guang)伏(fu)(fu)屋頂滲透率將快速提升。 我國(guo)(guo)九大(da)(da)能(neng)(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地主要包(bao)括松遼清(qing)(qing)(qing)潔(jie)能(neng)(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地;冀北(bei)清(qing)(qing)(qing)潔(jie)能(neng)(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地;黃河(he)幾字(zi)彎清(qing)(qing)(qing)潔(jie)能(neng)(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地;河(he)西走廊清(qing)(qing)(qing)潔(jie)能(neng)(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地;黃河(he)上游清(qing)(qing)(qing)潔(jie)能(neng)(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地;新疆清(qing)(qing)(qing)潔(jie)能(neng)(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地;金沙江(jiang)(jiang)上游清(qing)(qing)(qing)潔(jie)能(neng)(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地;雅礱江(jiang)(jiang)流(liu)域清(qing)(qing)(qing)潔(jie)能(neng)(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地;金沙江(jiang)(jiang)下游清(qing)(qing)(qing)潔(jie)能(neng)(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地。 大(da)(da)清(qing)(qing)(qing)潔(jie)能(neng)(neng)(neng)(neng)源(yuan)(yuan)基(ji)(ji)(ji)地以地域劃分,形式上以風光(guang)儲一體化為(wei)主,其實代表了發展光(guang)伏(fu)(fu)基(ji)(ji)(ji)建(jian);預(yu)計我國(guo)(guo)十四五(wu)期(qi)間光(guang)伏(fu)(fu)年(nian)(nian)均新增(zeng)裝機規模在(zai)60GW,到2025年(nian)(nian)的年(nian)(nian)復合增(zeng)速在(zai)20%左右。 另外,國(guo)(guo)家能(neng)(neng)(neng)(neng)源(yuan)(yuan)局綜
S
晶科科技
6
13
15
13.80
練心(xin)一劍
中線波段的老股民
2021-09-02 08:22:36
鋰電龍頭“泡(pao)沫”還能(neng)吹多久
證券市(shi)(shi)(shi)場(chang)紅周刊 記者 | 王飛 張桔 ·編(bian)者按· 當(dang)前(qian)的(de)(de)(de)鋰電(dian)池(chi)領域存在(zai)明(ming)顯供需(xu)不(bu)(bu)平(ping)衡(heng)的(de)(de)(de)問(wen)題(ti),在(zai)國內(nei)市(shi)(shi)(shi)場(chang)未(wei)(wei)來幾年預(yu)期幾千億(yi)的(de)(de)(de)市(shi)(shi)(shi)場(chang)規模的(de)(de)(de)情況下,出現(xian)了萬億(yi)市(shi)(shi)(shi)值的(de)(de)(de)鋰電(dian)龍頭。有投資人測(ce)算,三年后鋰電(dian)行業(ye)可能(neng)會(hui)(hui)出現(xian)明(ming)顯的(de)(de)(de)產能(neng)過剩情況,“龍頭不(bu)(bu)倒”的(de)(de)(de)情況也只是一(yi)種猜想,回看當(dang)年無(wu)錫(xi)尚(shang)德的(de)(de)(de)歷史就會(hui)(hui)知道,任何(he)企業(ye)在(zai)市(shi)(shi)(shi)場(chang)面前(qian)都(dou)需(xu)要謹慎,而(er)不(bu)(bu)是豪賭明(ming)天(tian)。 ·市(shi)(shi)(shi)場(chang)供需(xu)篇· 鋰電(dian)龍頭站在(zai)產能(neng)過剩的(de)(de)(de)門檻上 在(zai)有研報預(yu)計到2060年動(dong)力(li)電(dian)池(chi)、儲(chu)能(neng)等業(ye)務會(hui)(hui)有多大市(shi)(shi)(shi)場(chang)和產能(neng)缺口之際,接受《紅周刊》采訪的(de)(de)(de)職業(ye)投資人認為,未(wei)(wei)來三年
S
寧德時代
3
9
4
6.30
練心(xin)一(yi)劍(jian)
中線波段的老股民
2021-09-02 08:21:45
鋰電池負極材料
(報告出品方/作者:川財證券,孫燦(can))網頁(ye)鏈接 一(yi)(yi)、 鋰(li)電(dian)(dian)池(chi)(chi)負(fu)(fu)極材料(liao)(liao)概述 1.1 負(fu)(fu)極材料(liao)(liao)簡介 負(fu)(fu)極材料(liao)(liao)是鋰(li)電(dian)(dian)池(chi)(chi)四大關鍵材料(liao)(liao)之一(yi)(yi)。鋰(li)離(li)子(zi)電(dian)(dian)池(chi)(chi)包含兩個(ge)電(dian)(dian)極(正(zheng)(zheng)(zheng)極、負(fu)(fu)極),每個(ge)電(dian)(dian)極中都(dou)有(you)一(yi)(yi)層活(huo)性物(wu)質以及能夠與(yu)外(wai)部電(dian)(dian)路連接的(de)集流器,在(zai)電(dian)(dian)池(chi)(chi)充(chong)(chong)放(fang)電(dian)(dian)過程中,通(tong)過一(yi)(yi)定量的(de)電(dian)(dian)解(jie)液,電(dian)(dian)荷會以離(li)子(zi)狀態進行傳(chuan)輸,傳(chuan)輸的(de)過程便(bian)是電(dian)(dian)池(chi)(chi)內部的(de)氧化(hua)還原反(fan)應,在(zai)鋰(li)電(dian)(dian)池(chi)(chi)的(de)中間還有(you)一(yi)(yi)層隔(ge)板,這(zhe)層隔(ge)板對兩個(ge)電(dian)(dian)極有(you)著(zhu)絕緣的(de)作用,用于電(dian)(dian)荷離(li)子(zi)的(de)通(tong)過并組織電(dian)(dian)子(zi)的(de)內部轉移。鋰(li)電(dian)(dian)池(chi)(chi)工作時主要的(de)移動離(li)子(zi)是陽(yang)離(li)子(zi),電(dian)(dian)池(chi)(chi)充(chong)(chong)電(dian)(dian)時,正(zheng)(zheng)(zheng)極的(de)鋰(li)原子(zi)電(dian)(dian)離(li)為帶正(zheng)(zheng)(zheng)
S
山河智能
7
7
9
8.60
練(lian)心(xin)一(yi)劍
中線波段的老股民
2021-09-02 08:20:52
光伏(fu)HJT產業鏈
異(yi)質(zhi)結電(dian)池(chi)(chi)(chi)有(you)望(wang)成(cheng)(cheng)為(wei)下一代(dai)主(zhu)流(liu)技(ji)術(shu)(shu)! 如何(he)提(ti)升電(dian)池(chi)(chi)(chi)轉化效(xiao)率以及降低(di)發電(dian)成(cheng)(cheng)本是光(guang)伏行業永遠離(li)不開的(de)(de)(de)課題! 伴隨著市場主(zhu)流(liu)電(dian)池(chi)(chi)(chi)—PERC電(dian)池(chi)(chi)(chi)效(xiao)率提(ti)升開始放緩(huan),以及基于N型硅(gui)片的(de)(de)(de)異(yi)質(zhi)結電(dian)池(chi)(chi)(chi)產業化逐步成(cheng)(cheng)熟(shu),光(guang)伏電(dian)池(chi)(chi)(chi)產業發展的(de)(de)(de)重心正(zheng)在悄然轉變。 業內(nei)專家認為(wei),相(xiang)比(bi)其他技(ji)術(shu)(shu)路線,異(yi)質(zhi)結電(dian)池(chi)(chi)(chi)技(ji)術(shu)(shu)具有(you)更(geng)好的(de)(de)(de)轉換率和降本空間,同時(shi)也更(geng)適合與疊(die)瓦技(ji)術(shu)(shu)相(xiang)結合,這一技(ji)術(shu)(shu)被業內(nei)稱為(wei)下一代(dai)商業光(guang)伏生產的(de)(de)(de)重要(yao)候選技(ji)術(shu)(shu)。 據(ju)統計數據(ju)顯(xian)示:2019年光(guang)伏行業單(dan)晶電(dian)池(chi)(chi)(chi)片(PERC電(dian)池(chi)(chi)(chi)等)平均轉換效(xiao)率為(wei)22.3%,理論極限值約為(wei)24%
S
隆華科技
17
22
21
30.67
練心一劍
中線波段的老股民
2021-09-01 08:07:06
“專精特新(xin)”概念股全(quan)梳理
9只個股(gu)自2020年第(di)三(san)季度(du)開始獲得機(ji)構連續(xu)加倉,累積持股(gu)占流通股(gu)比例位居(ju)前三(san)的是綠的諧波、建龍微納和圖(tu)南(nan)(nan)股(gu)份。6只個股(gu)屬于(yu)科創板,主(zhu)板僅科力爾一(yi)家,圖(tu)南(nan)(nan)股(gu)份和華辰裝備隸屬于(yu)創業板。 數(shu)據來(lai)源:東方(fang)財富Choice數(shu)據 6維篩選專(zhuan)精(jing)(jing)特新(xin)(xin)(xin)20強(qiang) Choice數(shu)據基于(yu)“專(zhuan)精(jing)(jing)特新(xin)(xin)(xin)”的314家上市公司名(ming)單,按照一(yi)定的客(ke)觀標準(zhun)篩選出專(zhuan)精(jing)(jing)特新(xin)(xin)(xin)20強(qiang)標的,供(gong)投資(zi)者參考,不作為投資(zi)建議(yi)。 數(shu)據來(lai)源:東方(fang)財富Choice數(shu)據 其中客(ke)觀篩選標準(zhun)包(bao)括: 1)3年營收復合增速高于(yu)15%; 2)3年歸屬母(mu)公司凈利潤(run)復合增
S
綠的諧波
24
27
33
45.17
練心一(yi)劍
中線波段的老股民
2021-09-01 08:06:09
光伏產業鏈全景(jing)圖譜
光(guang)(guang)伏產業(ye)以硅(gui)(gui)為主線(xian),上中下游(you)包括硅(gui)(gui)料、硅(gui)(gui)片(pian)、 電(dian)(dian)池、組件、電(dian)(dian)站等23個環節。 ▲光(guang)(guang)伏產業(ye)鏈(lian) 光(guang)(guang)伏產業(ye)鏈(lian)全景圖譜如下: 硅(gui)(gui):合(he)盛硅(gui)(gui)業(ye) 硅(gui)(gui)料:通(tong)威(wei)(wei)股(gu)份(fen)、保利協(xie)鑫、新(xin)特能源、大全能源、東(dong)方希望 硅(gui)(gui)片(pian):隆基股(gu)份(fen)、中環股(gu)份(fen)、保利協(xie)鑫、京運通(tong) 耗材:美(mei)暢股(gu)份(fen)、金博(bo)股(gu)份(fen) 電(dian)(dian)池片(pian)制(zhi)造:通(tong)威(wei)(wei)股(gu)份(fen)、隆基股(gu)份(fen)、天(tian)合(he)光(guang)(guang)能、山煤國(guo)際、愛(ai)康科技(ji)、東(dong)方日(ri)升(sheng)、晶(jing)(jing)(jing)澳科技(ji)、晶(jing)(jing)(jing)科科技(ji)、拓日(ri)新(xin)能 組件:晶(jing)(jing)(jing)科科技(ji)、晶(jing)(jing)(jing)澳科技(ji)、隆基股(gu)份(fen)、協(xie)鑫集成、順風光(guang)(guang)電(dian)(dian)、東(dong)方日(ri)升(sheng)、天(tian)合(he)光(guang)(guang)能、陽光(guang)(guang)電(dian)(dian)源、億晶(jing)(jing)(jing)光(guang)(guang)電(dian)(dian)、阿特斯、中利集團 光(guang)(guang)伏玻璃:信義光(guang)(guang)能、福萊特
S
特變電工
933
434
540
714.15
練心一劍
中線波段的老股民
2021-09-01 08:04:46
能耗雙控、限電限產(chan)影響核心個股
轉(zhuan)自 研(yan)訊社 ●●●大●● 事件(jian):第(di)(di)二輪第(di)(di)四(si)批中(zhong)(zhong)央(yang)(yang)生態(tai)(tai)環(huan)境(jing)保護督(du)(du)察(cha)將全面啟(qi)動。 8月(yue)25日,第(di)(di)二輪第(di)(di)四(si)批中(zhong)(zhong)央(yang)(yang)生態(tai)(tai)環(huan)境(jing)保護督(du)(du)察(cha)將全面啟(qi)動,組(zu)建7個(ge)(ge)中(zhong)(zhong)央(yang)(yang)生態(tai)(tai)環(huan)境(jing)保護督(du)(du)察(cha)組(zu),分別(bie)對吉(ji)林(lin)、山東(dong)、湖北、廣(guang)東(dong)、四(si)川5個(ge)(ge)省,中(zhong)(zhong)國(guo)有色礦業集(ji)團有限公司(si)、中(zhong)(zhong)國(guo)黃金集(ji)團有限公司(si)兩(liang)家中(zhong)(zhong)央(yang)(yang)企業開(kai)展(zhan)為期約1個(ge)(ge)月(yue)的督(du)(du)察(cha)進駐工作。 8月(yue)26日,中(zhong)(zhong)央(yang)(yang)第(di)(di)二生態(tai)(tai)環(huan)境(jing)保護督(du)(du)察(cha)組(zu)近日進駐山東(dong)省開(kai)展(zhan)生態(tai)(tai)環(huan)境(jing)保護督(du)(du)察(cha)。 8月(yue)27日,中(zhong)(zhong)央(yang)(yang)第(di)(di)四(si)生態(tai)(tai)環(huan)境(jing)保護督(du)(du)察(cha)組(zu)督(du)(du)察(cha)廣(guang)東(dong)省動員會在廣(guang)州召(zhao)開(kai)。 8月(yue)31日,中(zhong)(zhong)央(yang)(yang)第(di)(di)三生態(tai)(tai)環(huan)境(jing)保護督(du)(du)察(cha)組(zu)近日進駐湖北省開(kai)
S
合盛硅業
6
10
15
24.62
練心一(yi)劍(jian)
中線波段的老股民
2021-08-31 20:15:03
國產替代進(jin)程加速,低溫銀(yin)漿空間廣闊
(報告出品方/作者(zhe):申萬宏源(yuan),張雷) 1. 光(guang)伏(fu)銀漿(jiang)行業(ye)投(tou)資邏輯(ji) 需(xu)求(qiu)端:終端裝機高(gao)(gao)景氣(qi)度及電(dian)(dian)池(chi)片(pian)技(ji)(ji)術(shu)迭代(dai)支撐銀漿(jiang)需(xu)求(qiu),產品結構轉型在即(ji)(ji)。 全球光(guang)伏(fu)裝機穩健增長:全球光(guang)伏(fu)邁向平價時代(dai)提升(sheng)終端裝機需(xu)求(qiu)確定性,2021-2025 年全球光(guang)伏(fu)新增裝機量預計分別可達(da) 160GW、200GW、240GW、270GW、300GW,支 撐光(guang)伏(fu)銀漿(jiang)長期需(xu)求(qiu)空間。 N 型電(dian)(dian)池(chi)占比提升(sheng)拉高(gao)(gao)銀漿(jiang)單耗:下(xia)游電(dian)(dian)池(chi)片(pian)環節高(gao)(gao)速技(ji)(ji)術(shu)迭代(dai),N 型電(dian)(dian)池(chi)起量在即(ji)(ji), 2025 年 N 型電(dian)(dian)池(chi)(TOPCon+HJT)滲透率有望從 202
S
蘇州固锝
13
9
14
19.91
練心一劍
中線波段的老股民
2021-08-31 20:13:22
數(shu)控機床深度解析(xi):國(guo)之重(zhong)器(qi)“工業母(mu)機”
機(ji)床(chuang)(chuang)與其(qi)他機(ji)器的(de)(de)(de)主要(yao)區別在(zai)于,機(ji)床(chuang)(chuang)是(shi)制(zhi)造(zao)機(ji)器的(de)(de)(de)機(ji)器,同(tong)時也是(shi)制(zhi)造(zao)機(ji)床(chuang)(chuang)本身(shen)的(de)(de)(de)機(ji)器,因此機(ji)床(chuang)(chuang)又(you)被稱為(wei)“工業母機(ji)”或“工具機(ji)”。 機(ji)床(chuang)(chuang)為(wei)裝備制(zhi)造(zao)業提供生產設備,凡是(shi)對加工精度要(yao)求較高(gao),表(biao)(biao)面粗糙度要(yao)求較細的(de)(de)(de)零部件都需要(yao)通過機(ji)床(chuang)(chuang)加工。因此機(ji)床(chuang)(chuang)在(zai)制(zhi)造(zao)業和國民經濟發展中具有舉足輕(qing)重的(de)(de)(de)地(di)位(wei)。 隨著電子信(xin)息技術的(de)(de)(de)發展,當前機(ji)床(chuang)(chuang)行(xing)業已進(jin)入以數(shu)控(kong)機(ji)床(chuang)(chuang)為(wei)代(dai)表(biao)(biao)產品的(de)(de)(de)機(ji)電一(yi)體化時代(dai)。 數(shu)控(kong)機(ji)床(chuang)(chuang)是(shi)一(yi)種裝有程序控(kong)制(zhi)系統的(de)(de)(de)自動(dong)化機(ji)床(chuang)(chuang),較好地(di)解(jie)決了復雜、精密、小批量(liang)、多(duo)品種的(de)(de)(de)零件加工問題,是(shi)一(yi)種柔性的(de)(de)(de)、高(gao)效能的(de)(de)(de)自動(dong)化機(ji)床(chuang)(chuang),代(dai)表(biao)(biao)了現
S
海天精工
10
10
6
10.56
練心一劍
中線波段的老股民
2021-08-31 20:11:38
5 大(da)新能(neng)源產業鏈全景圖
來源 | 新(xin)材(cai)料(liao)在線 一(yi)、 風電(dian)(dian)(dian)(dian) 風電(dian)(dian)(dian)(dian)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)全景圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 風電(dian)(dian)(dian)(dian)葉片產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 二、 充電(dian)(dian)(dian)(dian)樁 充電(dian)(dian)(dian)(dian)樁產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)全景圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 三、 核電(dian)(dian)(dian)(dian) 核電(dian)(dian)(dian)(dian)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)全景圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 四(si)、 光(guang)伏(fu)(fu) 光(guang)伏(fu)(fu)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)全景圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 光(guang)伏(fu)(fu)背(bei)板產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 光(guang)伏(fu)(fu)漿料(liao)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 光(guang)伏(fu)(fu)玻璃產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 多(duo)晶硅產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 五、 儲能(neng) 電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)全景圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 鋰電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)全景圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 氫(qing)燃料(liao)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)全景圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 燃料(liao)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)催化劑(ji)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 燃料(liao)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)膜產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 燃料(liao)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 鋰電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)負極(ji)材(cai)料(liao)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 硅碳負極(ji)材(cai)料(liao)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 動力(li)電(dian)(dian)(dian)(dian)池(chi)(chi)(chi)電(dian)(dian)(dian)(dian)解(jie)液添加劑(ji)產(chan)(chan)(chan)(chan)業(ye)(ye)(ye)(ye)(ye)鏈(lian)(lian)(lian)(lian)(lian)結(jie)(jie)(jie)(jie)構(gou)圖(tu)(tu)(tu)(tu)(tu)(tu)(tu) 動力(li)鋰離子
S
寧德時代
33
27
17
49.77
練心一劍(jian)
中線波段的老股民
2021-08-31 20:10:25
光伏產業鏈
來源(yuan):新(xin)(xin)材(cai)(cai)料(liao)在(zai)線 一、 光(guang)伏設備 支架:海康(kang)威(wei)視、英飛(fei)拓(tuo)、愛康(kang)科(ke)(ke)技、通威(wei)股份(fen)、中威(wei)電(dian)子、清源(yuan)股份(fen) 組件(jian):協鑫集成、向(xiang)日葵、陽(yang)光(guang)電(dian)源(yuan)、億(yi)晶光(guang)電(dian)、隆(long)(long)基股份(fen) 逆變(bian)器(qi)(qi):冠捷科(ke)(ke)技、長高集團、科(ke)(ke)士(shi)達(da)、茂碩電(dian)源(yuan)、可立克、科(ke)(ke)達(da)利、陽(yang)光(guang)電(dian)源(yuan)、錦浪科(ke)(ke)技、特(te)變(bian)電(dian)工(gong)、正泰電(dian)器(qi)(qi)、弘訊科(ke)(ke)技、德業股份(fen) 二(er)、 硅(gui)(gui)晶體(ti)及原(yuan)材(cai)(cai)料(liao) 硅(gui)(gui)礦:三峽(xia)新(xin)(xin)材(cai)(cai) 金屬硅(gui)(gui):合盛(sheng)硅(gui)(gui)業 晶體(ti)硅(gui)(gui):特(te)變(bian)電(dian)工(gong)、通威(wei)股份(fen) 三氯(lv)氫硅(gui)(gui):新(xin)(xin)安(an)股份(fen)、三孚股份(fen)、宏柏新(xin)(xin)材(cai)(cai)、晨光(guang)新(xin)(xin)材(cai)(cai)、華特(te)氣(qi)體(ti) 單(dan)(dan)晶硅(gui)(gui)棒:隆(long)(long)基股份(fen) 單(dan)(dan)晶硅(gui)(gui)片:中環股份(fen)、上海新(xin)(xin)陽(yang)、隆(long)(long)基股份(fen) 單(dan)(dan)晶硅(gui)(gui)電(dian)池:向(xiang)日葵、通
S
珈偉新能
26
20
17
39.90
練心一劍
中線波段的老股民
2021-08-30 08:27:37
商(shang)湯科技沖刺港股:現(xian)金(jin)儲備190億元 “造血”問題待解
8月27日(ri),港交(jiao)(jiao)所(suo)披露,人(ren)工(gong)智(zhi)能公(gong)司商(shang)(shang)湯(tang)科(ke)(ke)技(ji)(ji)向港交(jiao)(jiao)所(suo)主板遞交(jiao)(jiao)上(shang)(shang)市申(shen)請,中(zhong)金(jin)公(gong)司、海通國際、匯豐銀(yin)行擔任聯席保薦人(ren)。根據(ju)此前(qian)融資(zi)估值,商(shang)(shang)湯(tang)科(ke)(ke)技(ji)(ji)或(huo)刷新人(ren)工(gong)智(zhi)能領域全球最(zui)大IPO紀錄。 IPO前(qian),商(shang)(shang)湯(tang)科(ke)(ke)技(ji)(ji)已經完(wan)成了12輪融資(zi),其(qi)主要投資(zi)人(ren)包括軟銀(yin)、春華、銀(yin)湖、IDG、賽領和鼎暉(hui)等,直接結果是商(shang)(shang)湯(tang)科(ke)(ke)技(ji)(ji)“不差(cha)錢”。招股書顯(xian)示,截(jie)至2021年6月30日(ri),商(shang)(shang)湯(tang)科(ke)(ke)技(ji)(ji)各類現金(jin)及存款儲備超過190億元,其(qi)中(zhong)僅(jin)定期存款就高達79.4億元。 “AI第一股”爭奪風云(yun)再起(qi) 過去一年,“AI概念”企業扎堆上(shang)(shang)市,
S
歌爾股份
1
3
3
4.74
上一頁
1
24
25
26
27
28
39
下一頁
前往
頁
85
關注
4860
粉絲
13168.78
工分
社區規則
服務協議
隱私政策
? 2020 上海韭研信息科技有限公司
關于韭研公社
問題反饋
有問題請聯系
@韭菜(cai)團(tuan)子
公社愿景:韭研公社,原韭菜公社,投資干貨最多的共享社群,匯聚全網最深度的基本面研究,消弭個人滯后機構的邏輯鴻溝。
風險提示:韭研公社里任何網友的發言,都有其特定立場,均不構成投資建議,請投資者獨立審慎決策。
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41