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A+B+C=∞
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A+B+C=∞
中線波段的機構
2023-04-27 13:41:00
一季度業(ye)績跟蹤 中(zhong)金
S
貴州茅臺
0
0
0
1.65
A+B+C=∞
中線波段的機構
2023-04-26 15:00:05
風電(dian):一(yi)季報業績超(chao)預期
? 風(feng)電:一季(ji)報業績(ji)超(chao)預(yu)期(qi),把握二季(ji)度(du)旺季(ji)來(lai)臨(lin)前的(de)布局(ju)機會,繼續看好塔筒(tong)樁基、葉片、絕緣材(cai)料、海(hai)(hai)纜(lan)(lan)的(de)核(he)(he)心機會 公眾號“專注投(tou)研資訊(xun)” ——————————— 核(he)(he)心推薦標(biao)的(de) 低估值的(de)自(zi)有(you)碼(ma)頭稀(xi)缺標(biao)的(de)【海(hai)(hai)力風(feng)電】。 時(shi)代新材(cai)、泰勝(sheng)風(feng)能(neng)包括(kuo)海(hai)(hai)纜(lan)(lan)龍頭一季(ji)報均超(chao)預(yu)期(qi),量(liang)利齊升(sheng)邏輯已經開始兌現(xian),風(feng)電旺季(ji)即將來(lai)臨(lin)! ??【海(hai)(hai)力風(feng)電】:海(hai)(hai)風(feng)塔筒(tong)環(huan)(huan)節(jie)(jie)自(zi)有(you)碼(ma)頭的(de)稀(xi)缺公司 ??#公司是(shi)塔筒(tong)環(huan)(huan)節(jie)(jie)自(zi)有(you)碼(ma)頭的(de)稀(xi)缺標(biao)的(de),碼(ma)頭分布在(zai)通州(zhou)灣(wan)和南通以及啟東。包括(kuo)1個2萬噸級(ji)重(zhong)件泊位和1個5000 噸級(ji)通用泊位,擁有(you) 399 米港口
S
東方電纜
0
1
1
1.30
A+B+C=∞
中線波段的機構
2023-04-26 13:56:15
【浙商電新張雷】華自科技(300490):利空(kong)出盡,國內(nei)大儲(chu)龍(long)頭(tou)再(zai)上新征程
【浙(zhe)商(shang)電(dian)新張雷】華自科技(300490):利空出盡,國內大儲龍頭(tou)再上(shang)新征程(cheng) 公(gong)(gong)眾號“專(zhuan)注(zhu)投研資訊(xun)” 【堅定轉(zhuan)型儲能和鋰電(dian)設備,期(qi)(qi)待業績(ji)底部反(fan)轉(zhuan)】公(gong)(gong)司22年實現營收17.4億(yi),同(tong)比下降19.62%,歸母凈利-4.21億(yi)。虧損(sun)主(zhu)要系疫情影(ying)響(xiang)開工影(ying)響(xiang)收入端,原材料價(jia)格上(shang)漲(zhang)毛利率(lv)有所下降。22年公(gong)(gong)司毛利率(lv)21.59%,同(tong)比下降3.7pcts。費用端:22年公(gong)(gong)司環(huan)保業務業績(ji)不達(da)預期(qi)(qi),計提商(shang)譽減(jian)值2.38億(yi)元。此外,費用率(lv)前置,22年管理(li)費用率(lv)和研發(fa)費用率(lv)相比21年分別提升6.91、2.76pcts至20.
S
華自科技
0
0
0
1.75
A+B+C=∞
中線波段的機構
2023-04-26 09:29:56
【天風商社(she) | 愛美客】
【天(tian)風商社 | 愛美客】23年Q1歸母凈(jing)利(li)潤(run)yoy+51.2%超預(yu)期!濡白天(tian)使(shi)放量構建玻尿(niao)酸品類外第二增長曲線,堅(jian)定加倉! 公眾號“專注投(tou)研資訊” ?公司發布2023年一季報,23Q1實現營收6.3億元,yoy+46.3%;歸母凈(jing)利(li)4.1億元,yoy+51.2%,歸母凈(jing)利(li)率65.7%,同增2.1pct;扣非后歸母凈(jing)利(li)3.9億元,yoy+49.3%,扣非后歸母凈(jing)利(li)率61.4%,同增1.2pct,表現亮(liang)眼。此前我們一直提示跟蹤超預(yu)期,堅(jian)定推薦! 財報亮(liang)點: ■收入端分品類看,①預(yu)計2023Q1溶液類
S
愛美客
0
0
1
1.81
A+B+C=∞
中線波段的機構
2023-04-26 09:24:28
【浙(zhe)商張建民】高瀾股份:服務器(qi)液冷批量交付,看好全年(nian)業績反轉(zhuan)
公眾號“專注投研(yan)資訊” #服(fu)(fu)務(wu)器液(ye)(ye)(ye)冷(leng)產業(ye)(ye)加速得到(dao)驗證 英維克22年(nian)(nian)(nian)服(fu)(fu)務(wu)器液(ye)(ye)(ye)冷(leng)收(shou)入約為2021年(nian)(nian)(nian)的(de) 5 倍(bei); 曙光數創(chuang)23Q1浸沒相變液(ye)(ye)(ye)冷(leng)收(shou)入同(tong)(tong)比增(zeng)長71倍(bei); 高(gao)瀾股(gu)份22年(nian)(nian)(nian)實(shi)現業(ye)(ye)務(wu)突(tu)破銷售額達到(dao)約1億(yi)元; #高(gao)瀾股(gu)份服(fu)(fu)務(wu)器液(ye)(ye)(ye)冷(leng)已批量交付 22年(nian)(nian)(nian)高(gao)瀾創(chuang)新ICT熱管理產品銷量增(zeng)長顯(xian)著(zhu),實(shi)現營業(ye)(ye)收(shou)入 1.07億(yi); 22年(nian)(nian)(nian)底存貨(huo)3.44億(yi)增(zeng)加0.85億(yi),主(zhu)因(yin)服(fu)(fu)務(wu)器液(ye)(ye)(ye)冷(leng)和儲能迅(xun)速增(zeng)長; 22Q3合同(tong)(tong)負(fu)債(zhai)0.87億(yi)元同(tong)(tong)比增(zeng)109%,主(zhu)因(yin)服(fu)(fu)務(wu)器液(ye)(ye)(ye)冷(leng)預(yu)收(shou)款增(zeng)加,截至23Q1合同(tong)(tong)負(fu)債(zhai)進一步增(zeng)加至1.37億(yi); 多個
S
高瀾股份
0
0
0
0.52
A+B+C=∞
中線波段的機構
2023-04-26 09:20:35
立昂微業(ye)績交(jiao)流會
硅片毛利率下(xia)(xia)(xia)滑(hua),主(zhu)要(yao)原因(yin):1)硅片定(ding)增項目(mu)6月底(di),固(gu)定(ding)開(kai)支投入增加(jia);2)嘉興工廠合并報表,產生部分(fen)虧損;3)半導體(ti)行業(ye)景氣度下(xia)(xia)(xia)滑(hua),整體(ti)利潤(run)端承壓(ya)主(zhu)要(yao)是4Q22減(jian)值(zhi)較(jiao)多,三個虧損工廠存貨計提,嘉興工廠、立昂東芯(xin)、衢州(zhou)工廠,都進行了減(jian)值(zhi)。 1Q23 公(gong)司營收實現6.23億(yi),環(huan)比去(qu)年4Q基本持平(ping),歸母凈利潤(run)3443萬元(yuan),同比下(xia)(xia)(xia)滑(hua)85.5%,環(huan)比下(xia)(xia)(xia)滑(hua)25.8%,扣非實現2,349萬元(yuan),環(huan)比增加(jia)3000w+,同比下(xia)(xia)(xia)滑(hua)較(jiao)多原因(yin):1)毛利率下(xia)(xia)(xia)滑(hua),同比下(xia)(xia)(xia)滑(hua)20.6ppt,主(zhu)要(yao)是去(qu)年4Q開(kai)始產品單價有所下(xia)(xia)(xia)調,固(gu)定(ding)
S
立昂微
2
0
1
1.95
A+B+C=∞
中線波段的機構
2023-04-25 15:41:45
一(yi)季度基金增(zeng)持(chi)
湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)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)
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中國移動
S
海康威視
0
0
0
0.53
A+B+C=∞
中線波段的機構
2023-04-25 08:49:06
0423鋰(li)礦行業紀要
本周五電(dian)池級(ji)碳酸(suan)(suan)鋰(li)價(jia)(jia)格止跌在18萬(wan)左(zuo)右,同(tong)時工業級(ji)碳酸(suan)(suan)鋰(li)價(jia)(jia)格漲(zhang)了(le)(le)1000。 我(wo)們認為鋰(li)的(de)(de)基本面正在發生(sheng)兩點變化: 公眾號“專(zhuan)注(zhu)投研資訊(xun)” 短期來看: 一方(fang)面,下(xia)游庫(ku)存較低,周內寧德和容百也都(dou)紛(fen)紛(fen)披(pi)露了(le)(le)一季報(bao),庫(ku)存水(shui)平都(dou)很低,而(er)且他們Q2Q3的(de)(de)排產指引都(dou)是在不斷提升。我(wo)們預計接(jie)下(xia)來會(hui)迎(ying)來一波補庫(ku)存的(de)(de)行情。 另(ling)一方(fang)面,海(hai)外鋰(li)價(jia)(jia)依舊(jiu)保(bao)持高位,周內ALLKEM財報(bao)中也是給了(le)(le)卡(ka)特琳礦(kuang)山Q2鋰(li)價(jia)(jia)的(de)(de)指引,鋰(li)精礦(kuang)價(jia)(jia)格5000美元,碳酸(suan)(suan)鋰(li)4.2萬(wan)美元,折合人民(min)幣(bi)是30萬(wan),由(you)于澳洲礦(kuang)山定價(jia)(jia)參考依據基本相同(tong),我(wo)們預計
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贛鋒鋰業
S
天齊鋰業
0
0
0
1.62
A+B+C=∞
中線波段的機構
2023-04-25 08:34:21
【申萬宏源通信】中際旭(xu)創業績速(su)評:毛利(li)率(lv)同比優化(hua),Q1利(li)潤(run)增(zeng)長大超預期!
【申(shen)萬宏源通信】中際旭創(chuang)業(ye)績速評:毛(mao)利(li)率同(tong)比優(you)化,Q1利(li)潤(run)增長(chang)大(da)超預(yu)(yu)期(qi)! 1)【利(li)潤(run)增長(chang)大(da)超預(yu)(yu)期(qi)!】Q1收入(ru)YoY -12.04%,歸(gui)母、扣非歸(gui)母YoY +14.95%、18.58%。 2)毛(mao)利(li)率同(tong)比增3 pcts,管理費用(yong)率同(tong)比減1.61 pcts;凈利(li)率、毛(mao)利(li)率系2018年以來最佳Q1單季水平(ping)。 3)作為光通信領軍,結合22Q1-Q4毛(mao)利(li)率已逐季優(you)化、Q4單季毛(mao)利(li)率達32.76%,推測(ce)800G等(deng)高端產(chan)品(pin)領先放量、成本端優(you)勢等(deng)系Q1利(li)潤(run)超預(yu)(yu)期(qi)核心因素。 4)產(chan)業(ye)周期(qi)本是(shi)必然(ran),AI又驅動加速,光
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中際旭創
0
0
0
1.77
A+B+C=∞
中線波段的機構
2023-04-25 08:31:43
【國金機械】船舶板(ban)塊近期跟蹤
行業(ye)層面(mian): #綜合來看:我國(guo)三(san)大造船(chuan)(chuan)指標兩增(zeng)一(yi)降(jiang)(jiang)(jiang),完(wan)工(gong)(gong)(gong)量降(jiang)(jiang)(jiang)幅快速收窄,市場(chang)份額保持(chi)全球(qiu)領先,船(chuan)(chuan)舶企業(ye)效益(yi)增(zeng)長(chang),船(chuan)(chuan)舶工(gong)(gong)(gong)業(ye)發展呈(cheng)現良好態勢。 公眾號“專注(zhu)投研資訊” Q1全國(guo)造船(chuan)(chuan)完(wan)工(gong)(gong)(gong)917萬(wan)載重噸(dun),同比下(xia)降(jiang)(jiang)(jiang)4.6%。新接新船(chuan)(chuan)訂單(dan)(dan)1518萬(wan)載重噸(dun),同比增(zeng)長(chang)53%。3月底(di),手(shou)持(chi)船(chuan)(chuan)舶訂單(dan)(dan)11452萬(wan)載重噸(dun),同比增(zeng)長(chang)15.6%。 Q1中國(guo)造船(chuan)(chuan)完(wan)工(gong)(gong)(gong)量、新接訂單(dan)(dan)量、手(shou)持(chi)訂單(dan)(dan)量本別占市場(chang)份額43.5%、62.9%和50.8%。三(san)大指標全部位列全球(qiu)第一(yi)。 Q1生產保障系(xi)數(手(shou)持(chi)訂單(dan)(dan)量/近(jin)三(san)年完(wan)工(gong)(gong)(gong)量平均值)達2.96
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中國船舶
0
1
1
3.98
A+B+C=∞
中線波段的機構
2023-04-22 09:13:15
開(kai)源證券(quan):史上(shang)三輪TMT“曲折”行情背(bei)后的邏輯與啟示
核心觀點(dian):(公眾號“專注投研資訊”) 回(hui)溯歷史上三(san)輪產業周期下,TMT“曲折”表現(xian)背后的原因:(1)2010年(nian)(nian)4月(yue)(yue):估(gu)值(zhi)約(yue)束疊加(jia)貼現(xian)率抬(tai)升(sheng),導致TMT調(diao)整(zheng);(2)2010年(nian)(nian)7月(yue)(yue):盈利驅(qu)動促TMT重回(hui)上漲(zhang)通道;(3)2013年(nian)(nian)4月(yue)(yue):TMT超額收(shou)益明顯擴(kuo)大,背后是盈利驅(qu)動;(4)2013年(nian)(nian)10月(yue)(yue):交易過熱進入極值(zhi),導致TMT調(diao)整(zheng);(5)2014年(nian)(nian)2月(yue)(yue):估(gu)值(zhi)約(yue)束疊加(jia)貼現(xian)率抬(tai)升(sheng),再次導致TMT調(diao)整(zheng);(6)2020年(nian)(nian)7月(yue)(yue):業績支撐電(dian)子“一枝(zhi)獨秀”。 綜(zong)上,我(wo)們可(ke)以(yi)從歷史復盤(pan)中得到以(yi)下四點(dian)啟示:(1)經濟(ji)“
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劍橋科技
0
0
0
0.44
A+B+C=∞
中線波段的機構
2023-04-11 21:31:46
國金證(zheng)券: 英偉達(NVDA):AI芯片龍(long)頭,迎來發(fa)展大(da)時(shi)代
國金證(zheng)券: 英偉達(NVDA):AI芯片龍頭,迎來(lai)發展大時(shi)代 核心觀點(dian):公司(si)成立(li)以來(lai)經(jing)歷數次業務(wu)升級(ji),實(shi)現(xian)由傳(chuan)統(tong)GPU供應商到平臺(tai)化公司(si)的(de)轉型升級(ji),成就人工智能時(shi)代最璀璨的(de)軟(ruan)硬件(jian)一體化AI解(jie)決方案領導者。2023財年公司(si)實(shi)現(xian)營收269.74億(yi)(yi)美元(yuan),同比(bi)+0.2%,實(shi)現(xian)凈利潤43.68億(yi)(yi)美元(yuan),同比(bi)-55.2%。與AI息息相(xiang)關的(de)數據中心業務(wu)占比(bi)達到56%,成為公司(si)最大營收來(lai)源。 我們預(yu)計公司(si)2023-2025年實(shi)現(xian)營收296.98億(yi)(yi)美元(yuan)、358.19億(yi)(yi)美元(yuan)、436.79億(yi)(yi)美元(yuan),凈利潤為75.79億(yi)(yi)美
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英偉達公司
0
0
0
0.51
A+B+C=∞
中線波段的機構
2023-04-11 13:33:07
地(di)產三(san)問:行業(ye)復蘇了嗎?行情持續性如何?關注哪個指(zhi)標(biao)?
一、復蘇情況如(ru)何(he)? 西(xi)南證券:一季度銷售(shou)同比轉(zhuan)正 土地(di)(di)市(shi)場點狀回(hui)(hui)暖(nuan) 百強(qiang)房(fang)(fang)(fang)企單月(yue)(yue)銷售(shou)金額同比大幅上(shang)漲。根(gen)據(ju)克而瑞(rui)數據(ju)監(jian)(jian)測(ce),2023年3月(yue)(yue)百強(qiang)房(fang)(fang)(fang)企銷售(shou)金額7427億元,同比上(shang)升28%,增(zeng)幅較上(shang)月(yue)(yue)增(zeng)長15.7pp,百強(qiang)房(fang)(fang)(fang)企銷售(shou)額穩中提(ti)(ti)升,復蘇勢頭較強(qiang)。 土地(di)(di)市(shi)場點狀回(hui)(hui)暖(nuan),流拍(pai)(pai)率(lv)(lv)創(chuang)新低。3月(yue)(yue)重(zhong)點監(jian)(jian)測(ce)城市(shi)溢價率(lv)(lv)為(wei)5.01%,較上(shang)月(yue)(yue)下降0.35pp。得益于縮量提(ti)(ti)質(zhi)的供地(di)(di)策略(lve)與市(shi)場回(hui)(hui)暖(nuan),月(yue)(yue)內(nei)整體溢價率(lv)(lv)水平維持在相(xiang)對高(gao)位(wei),南京溢價率(lv)(lv)高(gao)達8%,但城市(shi)內(nei)土拍(pai)(pai)熱(re)度進一步分化。3月(yue)(yue)重(zhong)點監(jian)(jian)測(ce)城市(shi)土地(di)(di)流拍(pai)(pai)率(lv)(lv)僅為(wei)9.6%,
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萬科A
S
恒大物業
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房地產指數ETF-PROSHARES兩倍做空美國
0
0
0
3.89
A+B+C=∞
中線波段的機構
2021-11-11 09:10:47
太平(ping)洋證(zheng)券:作為數字貨幣載體和5G新入口
太平洋證(zheng)券認(ren)為(wei),5G和數字貨幣(bi)的(de)(de)(de)推進,SIM卡(ka)形(xing)態和功能(neng)將發生革命性變化,運營(ying)商將SIM卡(ka)作為(wei)萬物(wu)互聯、數字認(ren)證(zheng)和應用拓展的(de)(de)(de)入口,國家將SIM卡(ka)作為(wei)國家級信用的(de)(de)(de)硬件載體。eSIM與超(chao)級SIM將是(shi)未來(lai)物(wu)聯網、手機終端、硬錢包即將爆發式增(zeng)長的(de)(de)(de)品類。
太平洋證券:作為數字貨幣載體和5G新入口,市場對超級SIM卡存在較大預期差?.docx
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紫光國微
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東信和平
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移遠通信
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廣和通
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天源迪科
1
1
1
3.00
A+B+C=∞
中線波段的機構
2021-11-11 08:51:30
私密
受限
11月10日,恩捷股份(fen)公告干法隔膜及濕法隔膜項(xiang)目(mu)
11月10日,恩捷(jie)股份公告,干法(fa)隔膜及濕法(fa)隔膜項(xiang)目(mu) 【中金電新】
11月10日,恩捷股份公告,干法隔膜及濕法隔膜項目.docx
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寧德時代
S
恩捷股份
1
2
0
1.72
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1
2
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前往
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A+B+C=∞
中線波段的機構
2023-04-27 13:41:00
一季度業績跟蹤 中金
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貴州茅臺
0
0
0
1.65
A+B+C=∞
中線波段的機構
2023-04-26 15:00:05
風電:一季報業績超(chao)預期
? 風(feng)電:一(yi)季(ji)報(bao)業績超(chao)預期(qi)(qi),把握二季(ji)度旺季(ji)來臨(lin)前的(de)(de)布局機會,繼續看好塔(ta)筒樁基、葉(xie)片、絕緣材料、海纜的(de)(de)核心機會 公(gong)眾號“專(zhuan)注投研(yan)資訊” ——————————— 核心推(tui)薦標的(de)(de) 低估值的(de)(de)自有碼(ma)頭稀(xi)(xi)缺標的(de)(de)【海力(li)(li)風(feng)電】。 時代(dai)新材、泰勝風(feng)能包括海纜龍頭一(yi)季(ji)報(bao)均超(chao)預期(qi)(qi),量利齊升邏(luo)輯已經開始兌(dui)現,風(feng)電旺季(ji)即(ji)將來臨(lin)! ??【海力(li)(li)風(feng)電】:海風(feng)塔(ta)筒環(huan)節自有碼(ma)頭的(de)(de)稀(xi)(xi)缺公(gong)司(si) ??#公(gong)司(si)是(shi)塔(ta)筒環(huan)節自有碼(ma)頭的(de)(de)稀(xi)(xi)缺標的(de)(de),碼(ma)頭分(fen)布在通州(zhou)灣和(he)南通以及啟東。包括1個2萬噸級重件泊位(wei)和(he)1個5000 噸級通用泊位(wei),擁有 399 米港(gang)口
S
東方電纜
0
1
1
1.30
A+B+C=∞
中線波段的機構
2023-04-26 13:56:15
【浙商電(dian)新張雷】華自科(ke)技(300490):利空出(chu)盡,國內大(da)儲龍(long)頭再上新征程
【浙商電新(xin)張雷(lei)】華自(zi)科技(300490):利(li)空出盡,國內(nei)大儲龍頭再上新(xin)征(zheng)程 公(gong)(gong)眾號“專注投(tou)研資訊” 【堅定轉型儲能和鋰電設備,期(qi)待業(ye)績(ji)底部反轉】公(gong)(gong)司(si)(si)22年實現營(ying)收17.4億,同比(bi)(bi)下降19.62%,歸(gui)母凈利(li)-4.21億。虧損主要系疫情影(ying)(ying)響開工影(ying)(ying)響收入端(duan),原(yuan)材(cai)料價格上漲毛(mao)利(li)率有所下降。22年公(gong)(gong)司(si)(si)毛(mao)利(li)率21.59%,同比(bi)(bi)下降3.7pcts。費(fei)用(yong)(yong)(yong)端(duan):22年公(gong)(gong)司(si)(si)環(huan)保業(ye)務業(ye)績(ji)不達預(yu)期(qi),計提商譽減值2.38億元。此(ci)外(wai),費(fei)用(yong)(yong)(yong)率前置,22年管理費(fei)用(yong)(yong)(yong)率和研發費(fei)用(yong)(yong)(yong)率相比(bi)(bi)21年分別提升6.91、2.76pcts至20.
S
華自科技
0
0
0
1.75
A+B+C=∞
中線波段的機構
2023-04-26 09:29:56
【天(tian)風(feng)商社 | 愛美(mei)客】
【天風商社(she) | 愛美客】23年Q1歸母(mu)凈(jing)利(li)潤yoy+51.2%超預(yu)(yu)期!濡白天使放量構建(jian)玻尿酸品類(lei)外第二增(zeng)長曲(qu)線,堅(jian)定加(jia)倉! 公眾號“專(zhuan)注投研(yan)資訊” ?公司發布(bu)2023年一(yi)季報(bao),23Q1實(shi)現營收(shou)6.3億元,yoy+46.3%;歸母(mu)凈(jing)利(li)4.1億元,yoy+51.2%,歸母(mu)凈(jing)利(li)率65.7%,同增(zeng)2.1pct;扣非后(hou)歸母(mu)凈(jing)利(li)3.9億元,yoy+49.3%,扣非后(hou)歸母(mu)凈(jing)利(li)率61.4%,同增(zeng)1.2pct,表現亮(liang)眼(yan)。此前我(wo)們一(yi)直(zhi)提(ti)示跟蹤超預(yu)(yu)期,堅(jian)定推薦! 財(cai)報(bao)亮(liang)點: ■收(shou)入端分品類(lei)看(kan),①預(yu)(yu)計2023Q1溶液類(lei)
S
愛美客
0
0
1
1.81
A+B+C=∞
中線波段的機構
2023-04-26 09:24:28
【浙商張(zhang)建民】高瀾股份(fen):服務器液冷批量交付,看好全年業績反轉(zhuan)
公眾號(hao)“專(zhuan)注(zhu)投研資訊” #服(fu)務(wu)(wu)(wu)器液(ye)冷(leng)(leng)產(chan)業(ye)(ye)加(jia)速得到驗證 英維(wei)克22年(nian)服(fu)務(wu)(wu)(wu)器液(ye)冷(leng)(leng)收入約為2021年(nian)的 5 倍; 曙光數創23Q1浸沒相變液(ye)冷(leng)(leng)收入同(tong)(tong)比(bi)增(zeng)長(chang)71倍; 高瀾(lan)股(gu)份22年(nian)實(shi)(shi)現(xian)業(ye)(ye)務(wu)(wu)(wu)突破銷售額達到約1億元(yuan); #高瀾(lan)股(gu)份服(fu)務(wu)(wu)(wu)器液(ye)冷(leng)(leng)已批量(liang)交付 22年(nian)高瀾(lan)創新(xin)ICT熱(re)管理產(chan)品銷量(liang)增(zeng)長(chang)顯著,實(shi)(shi)現(xian)營業(ye)(ye)收入 1.07億; 22年(nian)底存貨3.44億增(zeng)加(jia)0.85億,主因服(fu)務(wu)(wu)(wu)器液(ye)冷(leng)(leng)和儲能迅(xun)速增(zeng)長(chang); 22Q3合同(tong)(tong)負債(zhai)0.87億元(yuan)同(tong)(tong)比(bi)增(zeng)109%,主因服(fu)務(wu)(wu)(wu)器液(ye)冷(leng)(leng)預收款增(zeng)加(jia),截至23Q1合同(tong)(tong)負債(zhai)進一步增(zeng)加(jia)至1.37億; 多個(ge)
S
高瀾股份
0
0
0
0.52
A+B+C=∞
中線波段的機構
2023-04-26 09:20:35
立昂(ang)微(wei)業績交(jiao)流會
硅(gui)片毛利率(lv)下(xia)(xia)(xia)滑(hua),主(zhu)要(yao)原因:1)硅(gui)片定(ding)增(zeng)項目6月底,固定(ding)開支投入(ru)增(zeng)加;2)嘉(jia)興(xing)工廠合并報表,產(chan)生部分虧損;3)半導體行業(ye)景氣度下(xia)(xia)(xia)滑(hua),整體利潤(run)端承壓主(zhu)要(yao)是(shi)4Q22減值較多,三個虧損工廠存(cun)貨計提,嘉(jia)興(xing)工廠、立昂(ang)東芯、衢州工廠,都進(jin)行了減值。 1Q23 公司營收實現6.23億,環(huan)比(bi)去年4Q基本持平,歸母(mu)凈利潤(run)3443萬(wan)(wan)元,同(tong)比(bi)下(xia)(xia)(xia)滑(hua)85.5%,環(huan)比(bi)下(xia)(xia)(xia)滑(hua)25.8%,扣非實現2,349萬(wan)(wan)元,環(huan)比(bi)增(zeng)加3000w+,同(tong)比(bi)下(xia)(xia)(xia)滑(hua)較多原因:1)毛利率(lv)下(xia)(xia)(xia)滑(hua),同(tong)比(bi)下(xia)(xia)(xia)滑(hua)20.6ppt,主(zhu)要(yao)是(shi)去年4Q開始產(chan)品單價有所下(xia)(xia)(xia)調,固定(ding)
S
立昂微
2
0
1
1.95
A+B+C=∞
中線波段的機構
2023-04-25 15:41:45
一季度基金增(zeng)持
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湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)
S
中國移動
S
海康威視
0
0
0
0.53
A+B+C=∞
中線波段的機構
2023-04-25 08:49:06
0423鋰礦(kuang)行業(ye)紀(ji)要
本周(zhou)(zhou)五電(dian)池級(ji)碳(tan)酸(suan)鋰(li)價(jia)格(ge)止跌(die)在(zai)18萬左右,同時工業級(ji)碳(tan)酸(suan)鋰(li)價(jia)格(ge)漲了(le)(le)1000。 我(wo)們(men)認為鋰(li)的(de)基本面正在(zai)發生兩點(dian)變(bian)化: 公眾號“專(zhuan)注投研資訊” 短(duan)期(qi)來(lai)看: 一(yi)方面,下(xia)游庫(ku)存較低,周(zhou)(zhou)內寧德(de)和容百也(ye)都(dou)(dou)紛紛披露了(le)(le)一(yi)季報,庫(ku)存水平都(dou)(dou)很(hen)低,而且(qie)他們(men)Q2Q3的(de)排(pai)產指(zhi)引(yin)都(dou)(dou)是在(zai)不斷提升。我(wo)們(men)預計接下(xia)來(lai)會(hui)迎(ying)來(lai)一(yi)波補(bu)庫(ku)存的(de)行情。 另一(yi)方面,海外鋰(li)價(jia)依舊保持(chi)高位(wei),周(zhou)(zhou)內ALLKEM財報中也(ye)是給了(le)(le)卡特(te)琳礦(kuang)山Q2鋰(li)價(jia)的(de)指(zhi)引(yin),鋰(li)精礦(kuang)價(jia)格(ge)5000美元(yuan),碳(tan)酸(suan)鋰(li)4.2萬美元(yuan),折(zhe)合人民幣是30萬,由于澳洲礦(kuang)山定價(jia)參考依據基本相(xiang)同,我(wo)們(men)預計
S
贛鋒鋰業
S
天齊鋰業
0
0
0
1.62
A+B+C=∞
中線波段的機構
2023-04-25 08:34:21
【申萬宏(hong)源通信】中際旭(xu)創業績速評:毛(mao)利率同(tong)比優化(hua),Q1利潤增(zeng)長大(da)超預期!
【申(shen)萬宏源通(tong)信(xin)】中(zhong)際旭創業績速評:毛(mao)(mao)利率(lv)同比(bi)(bi)(bi)優(you)化,Q1利潤增長大(da)超預(yu)(yu)期(qi)(qi)! 1)【利潤增長大(da)超預(yu)(yu)期(qi)(qi)!】Q1收入YoY -12.04%,歸(gui)母、扣(kou)非歸(gui)母YoY +14.95%、18.58%。 2)毛(mao)(mao)利率(lv)同比(bi)(bi)(bi)增3 pcts,管理費用率(lv)同比(bi)(bi)(bi)減1.61 pcts;凈利率(lv)、毛(mao)(mao)利率(lv)系2018年(nian)以來最佳Q1單季水平。 3)作為光通(tong)信(xin)領軍,結合(he)22Q1-Q4毛(mao)(mao)利率(lv)已逐季優(you)化、Q4單季毛(mao)(mao)利率(lv)達(da)32.76%,推測(ce)800G等(deng)高端產(chan)品領先放量、成(cheng)本端優(you)勢等(deng)系Q1利潤超預(yu)(yu)期(qi)(qi)核心因素。 4)產(chan)業周期(qi)(qi)本是必然,AI又驅動(dong)加速,光
S
中際旭創
0
0
0
1.77
A+B+C=∞
中線波段的機構
2023-04-25 08:31:43
【國(guo)金機械】船舶板塊近期跟蹤
行業(ye)層面: #綜合來看:我國(guo)三(san)大(da)造船(chuan)(chuan)(chuan)指(zhi)標兩增(zeng)(zeng)一(yi)降,完(wan)(wan)工量(liang)降幅快速(su)收窄,市(shi)場(chang)份額保(bao)持全球(qiu)領先(xian),船(chuan)(chuan)(chuan)舶(bo)企業(ye)效益增(zeng)(zeng)長(chang),船(chuan)(chuan)(chuan)舶(bo)工業(ye)發展呈現(xian)良好態勢。 公(gong)眾號“專注投研資訊” Q1全國(guo)造船(chuan)(chuan)(chuan)完(wan)(wan)工917萬載(zai)重(zhong)噸(dun)(dun),同比下降4.6%。新(xin)(xin)接(jie)新(xin)(xin)船(chuan)(chuan)(chuan)訂(ding)單(dan)1518萬載(zai)重(zhong)噸(dun)(dun),同比增(zeng)(zeng)長(chang)53%。3月(yue)底,手持船(chuan)(chuan)(chuan)舶(bo)訂(ding)單(dan)11452萬載(zai)重(zhong)噸(dun)(dun),同比增(zeng)(zeng)長(chang)15.6%。 Q1中(zhong)國(guo)造船(chuan)(chuan)(chuan)完(wan)(wan)工量(liang)、新(xin)(xin)接(jie)訂(ding)單(dan)量(liang)、手持訂(ding)單(dan)量(liang)本別占市(shi)場(chang)份額43.5%、62.9%和50.8%。三(san)大(da)指(zhi)標全部位列全球(qiu)第一(yi)。 Q1生產保(bao)障系數(手持訂(ding)單(dan)量(liang)/近三(san)年完(wan)(wan)工量(liang)平均值)達(da)2.96
S
中國船舶
0
1
1
3.98
A+B+C=∞
中線波段的機構
2023-04-22 09:13:15
開源證(zheng)券:史上三輪TMT“曲折”行情背后的邏輯(ji)與啟示
核心觀點:(公(gong)眾號“專注投研資訊”) 回溯歷史上(shang)三(san)輪(lun)產業(ye)周期下,TMT“曲折(zhe)”表現(xian)背后的原(yuan)因:(1)2010年4月:估(gu)值(zhi)約束疊(die)加貼(tie)現(xian)率抬(tai)升,導致(zhi)TMT調整;(2)2010年7月:盈利(li)驅動促TMT重回上(shang)漲通道;(3)2013年4月:TMT超額(e)收益(yi)明顯擴大,背后是(shi)盈利(li)驅動;(4)2013年10月:交易過(guo)熱進入(ru)極值(zhi),導致(zhi)TMT調整;(5)2014年2月:估(gu)值(zhi)約束疊(die)加貼(tie)現(xian)率抬(tai)升,再次導致(zhi)TMT調整;(6)2020年7月:業(ye)績支撐電(dian)子“一(yi)枝獨秀(xiu)”。 綜(zong)上(shang),我們(men)可(ke)以從歷史復盤中得到以下四點啟示:(1)經(jing)濟“
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劍橋科技
0
0
0
0.44
A+B+C=∞
中線波段的機構
2023-04-11 21:31:46
國金證(zheng)券: 英偉達(NVDA):AI芯片龍頭,迎來(lai)發展大(da)時代
國(guo)金(jin)證券: 英偉達(NVDA):AI芯(xin)片龍頭,迎來(lai)發展大時代 核心觀點:公(gong)(gong)司成立以來(lai)經歷數(shu)次業(ye)務(wu)升級,實(shi)現(xian)由傳統GPU供應商到平臺化公(gong)(gong)司的(de)轉型升級,成就(jiu)人工(gong)智能時代最(zui)璀璨的(de)軟硬(ying)件一體化AI解決方案領導者。2023財年(nian)公(gong)(gong)司實(shi)現(xian)營收269.74億美(mei)(mei)元(yuan),同比(bi)+0.2%,實(shi)現(xian)凈利潤43.68億美(mei)(mei)元(yuan),同比(bi)-55.2%。與AI息息相關的(de)數(shu)據中心業(ye)務(wu)占比(bi)達到56%,成為(wei)公(gong)(gong)司最(zui)大營收來(lai)源。 我(wo)們預計公(gong)(gong)司2023-2025年(nian)實(shi)現(xian)營收296.98億美(mei)(mei)元(yuan)、358.19億美(mei)(mei)元(yuan)、436.79億美(mei)(mei)元(yuan),凈利潤為(wei)75.79億美(mei)(mei)
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英偉達公司
0
0
0
0.51
A+B+C=∞
中線波段的機構
2023-04-11 13:33:07
地產三問:行業復(fu)蘇了嗎(ma)?行情持續性如何?關注哪個指標?
一(yi)、復蘇情況如(ru)何(he)? 西南證券:一(yi)季度銷(xiao)(xiao)售(shou)同(tong)比轉正 土(tu)(tu)地(di)(di)(di)市(shi)場點(dian)狀回(hui)暖(nuan) 百(bai)強房企單月(yue)(yue)銷(xiao)(xiao)售(shou)金額(e)同(tong)比大幅上(shang)漲。根據克(ke)而瑞數(shu)據監測,2023年3月(yue)(yue)百(bai)強房企銷(xiao)(xiao)售(shou)金額(e)7427億元,同(tong)比上(shang)升28%,增(zeng)幅較上(shang)月(yue)(yue)增(zeng)長15.7pp,百(bai)強房企銷(xiao)(xiao)售(shou)額(e)穩中(zhong)提升,復蘇勢頭較強。 土(tu)(tu)地(di)(di)(di)市(shi)場點(dian)狀回(hui)暖(nuan),流拍率創新低。3月(yue)(yue)重(zhong)點(dian)監測城市(shi)溢價率為5.01%,較上(shang)月(yue)(yue)下降0.35pp。得益于縮量提質的(de)供(gong)地(di)(di)(di)策略(lve)與市(shi)場回(hui)暖(nuan),月(yue)(yue)內整體溢價率水平維持在相對(dui)高(gao)位,南京溢價率高(gao)達(da)8%,但(dan)城市(shi)內土(tu)(tu)拍熱(re)度進一(yi)步分(fen)化。3月(yue)(yue)重(zhong)點(dian)監測城市(shi)土(tu)(tu)地(di)(di)(di)流拍率僅為9.6%,
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萬科A
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恒大物業
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房地產指數ETF-PROSHARES兩倍做空美國
0
0
0
3.89
A+B+C=∞
中線波段的機構
2021-11-11 09:10:47
太平洋證券:作為數(shu)字貨幣載體和5G新入(ru)口
太平洋(yang)證(zheng)券認為(wei),5G和(he)數(shu)字貨幣的(de)推進,SIM卡(ka)形態(tai)和(he)功能將(jiang)發生(sheng)革(ge)命性變(bian)化(hua),運(yun)營商將(jiang)SIM卡(ka)作(zuo)為(wei)萬物互聯(lian)、數(shu)字認證(zheng)和(he)應用拓展的(de)入口,國家(jia)將(jiang)SIM卡(ka)作(zuo)為(wei)國家(jia)級信用的(de)硬(ying)件載體。eSIM與(yu)超級SIM將(jiang)是未(wei)來物聯(lian)網、手機(ji)終端、硬(ying)錢(qian)包即將(jiang)爆發式增長(chang)的(de)品(pin)類。
太平洋證券:作為數字貨幣載體和5G新入口,市場對超級SIM卡存在較大預期差?.docx
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紫光國微
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東信和平
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移遠通信
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廣和通
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天源迪科
1
1
1
3.00
A+B+C=∞
中線波段的機構
2021-11-11 08:51:30
私密
受限
11月10日(ri),恩捷股(gu)份公告(gao)干(gan)法(fa)隔膜及濕法(fa)隔膜項目(mu)
11月10日,恩(en)捷股份公告,干法隔膜(mo)及(ji)濕法隔膜(mo)項目 【中金電新】
11月10日,恩捷股份公告,干法隔膜及濕法隔膜項目.docx
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寧德時代
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恩捷股份
1
2
0
1.72
上一頁
1
2
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A+B+C=∞
中線波段的機構
2023-04-27 13:41:00
一季度業(ye)績跟蹤 中金
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貴州茅臺
0
0
0
1.65
A+B+C=∞
中線波段的機構
2023-04-26 15:00:05
風(feng)電:一季報(bao)業(ye)績超預期
? 風(feng)(feng)電(dian):一(yi)季(ji)(ji)報業績超預期,把(ba)握二季(ji)(ji)度旺季(ji)(ji)來臨(lin)前的(de)(de)(de)(de)布局機會(hui),繼(ji)續看好塔(ta)筒樁基、葉片(pian)、絕緣材料、海(hai)(hai)纜的(de)(de)(de)(de)核心機會(hui) 公(gong)眾號“專注投研資訊” ——————————— 核心推薦標的(de)(de)(de)(de) 低估(gu)值的(de)(de)(de)(de)自(zi)有碼(ma)頭(tou)稀缺標的(de)(de)(de)(de)【海(hai)(hai)力風(feng)(feng)電(dian)】。 時代新材、泰勝(sheng)風(feng)(feng)能包(bao)括(kuo)(kuo)海(hai)(hai)纜龍頭(tou)一(yi)季(ji)(ji)報均超預期,量(liang)利齊升邏輯(ji)已經開始兌現,風(feng)(feng)電(dian)旺季(ji)(ji)即將來臨(lin)! ??【海(hai)(hai)力風(feng)(feng)電(dian)】:海(hai)(hai)風(feng)(feng)塔(ta)筒環節自(zi)有碼(ma)頭(tou)的(de)(de)(de)(de)稀缺公(gong)司 ??#公(gong)司是塔(ta)筒環節自(zi)有碼(ma)頭(tou)的(de)(de)(de)(de)稀缺標的(de)(de)(de)(de),碼(ma)頭(tou)分布在(zai)通州灣和(he)南通以及啟東。包(bao)括(kuo)(kuo)1個(ge)2萬(wan)噸級重件泊位(wei)和(he)1個(ge)5000 噸級通用(yong)泊位(wei),擁有 399 米港(gang)口
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東方電纜
0
1
1
1.30
A+B+C=∞
中線波段的機構
2023-04-26 13:56:15
【浙商電新(xin)張雷】華自科技(300490):利空出盡,國內大儲(chu)龍頭再上新(xin)征程
【浙商電新(xin)張雷】華自科技(300490):利空出盡,國內(nei)大儲龍頭再上新(xin)征程 公眾號“專注投研資訊(xun)” 【堅定轉型(xing)儲能和(he)鋰電設備,期待業(ye)績底(di)部反轉】公司(si)22年(nian)(nian)實現(xian)營收(shou)17.4億,同(tong)比下(xia)降(jiang)19.62%,歸(gui)母凈利-4.21億。虧損主(zhu)要系(xi)疫情影響開工影響收(shou)入端(duan),原(yuan)材(cai)料價(jia)格(ge)上漲(zhang)毛利率有所下(xia)降(jiang)。22年(nian)(nian)公司(si)毛利率21.59%,同(tong)比下(xia)降(jiang)3.7pcts。費(fei)用(yong)端(duan):22年(nian)(nian)公司(si)環保業(ye)務業(ye)績不達預期,計提(ti)(ti)商譽(yu)減值(zhi)2.38億元。此外,費(fei)用(yong)率前(qian)置,22年(nian)(nian)管理(li)費(fei)用(yong)率和(he)研發費(fei)用(yong)率相比21年(nian)(nian)分別提(ti)(ti)升6.91、2.76pcts至20.
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華自科技
0
0
0
1.75
A+B+C=∞
中線波段的機構
2023-04-26 09:29:56
【天風商社 | 愛美客】
【天風商社 | 愛(ai)美客】23年Q1歸母(mu)(mu)凈利(li)潤yoy+51.2%超預期!濡白天使放量構建玻(bo)尿酸品類外(wai)第二增長曲線,堅定加倉! 公眾號“專(zhuan)注投研資訊” ?公司發布2023年一季報,23Q1實現(xian)營收6.3億元(yuan),yoy+46.3%;歸母(mu)(mu)凈利(li)4.1億元(yuan),yoy+51.2%,歸母(mu)(mu)凈利(li)率(lv)65.7%,同增2.1pct;扣非(fei)后(hou)歸母(mu)(mu)凈利(li)3.9億元(yuan),yoy+49.3%,扣非(fei)后(hou)歸母(mu)(mu)凈利(li)率(lv)61.4%,同增1.2pct,表現(xian)亮(liang)眼。此前我們一直(zhi)提示跟(gen)蹤超預期,堅定推薦! 財報亮(liang)點: ■收入端分品類看,①預計2023Q1溶液類
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愛美客
0
0
1
1.81
A+B+C=∞
中線波段的機構
2023-04-26 09:24:28
【浙商張建民】高瀾股份:服務器液(ye)冷批量交付,看好全年業績(ji)反轉
公眾號“專注(zhu)投(tou)研(yan)資訊” #服(fu)務(wu)(wu)器液冷(leng)(leng)產(chan)業(ye)(ye)加(jia)速得(de)到驗(yan)證 英維(wei)克22年(nian)服(fu)務(wu)(wu)器液冷(leng)(leng)收(shou)(shou)入約為2021年(nian)的 5 倍; 曙(shu)光數創(chuang)23Q1浸沒(mei)相(xiang)變液冷(leng)(leng)收(shou)(shou)入同比增長71倍; 高(gao)瀾(lan)股份(fen)22年(nian)實(shi)(shi)現業(ye)(ye)務(wu)(wu)突破銷(xiao)售額達(da)到約1億(yi)(yi)元(yuan); #高(gao)瀾(lan)股份(fen)服(fu)務(wu)(wu)器液冷(leng)(leng)已批量交(jiao)付 22年(nian)高(gao)瀾(lan)創(chuang)新ICT熱管理產(chan)品銷(xiao)量增長顯著,實(shi)(shi)現營業(ye)(ye)收(shou)(shou)入 1.07億(yi)(yi); 22年(nian)底(di)存貨(huo)3.44億(yi)(yi)增加(jia)0.85億(yi)(yi),主因服(fu)務(wu)(wu)器液冷(leng)(leng)和儲能迅速增長; 22Q3合同負(fu)債0.87億(yi)(yi)元(yuan)同比增109%,主因服(fu)務(wu)(wu)器液冷(leng)(leng)預收(shou)(shou)款(kuan)增加(jia),截(jie)至23Q1合同負(fu)債進一步增加(jia)至1.37億(yi)(yi); 多個
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高瀾股份
0
0
0
0.52
A+B+C=∞
中線波段的機構
2023-04-26 09:20:35
立(li)昂微業績交流會
硅片毛利(li)率下(xia)滑(hua),主要原(yuan)因(yin):1)硅片定增(zeng)項目6月底,固定開支投入(ru)增(zeng)加;2)嘉興(xing)(xing)工(gong)廠(chang)(chang)(chang)合(he)并報表,產(chan)生部分虧(kui)損;3)半導體(ti)行業景氣度下(xia)滑(hua),整體(ti)利(li)潤端承壓(ya)主要是4Q22減值較多,三個虧(kui)損工(gong)廠(chang)(chang)(chang)存貨計提,嘉興(xing)(xing)工(gong)廠(chang)(chang)(chang)、立昂東芯、衢州(zhou)工(gong)廠(chang)(chang)(chang),都(dou)進行了減值。 1Q23 公(gong)司營收實現6.23億(yi),環比(bi)(bi)去(qu)年(nian)4Q基(ji)本持平,歸母凈利(li)潤3443萬元,同比(bi)(bi)下(xia)滑(hua)85.5%,環比(bi)(bi)下(xia)滑(hua)25.8%,扣非(fei)實現2,349萬元,環比(bi)(bi)增(zeng)加3000w+,同比(bi)(bi)下(xia)滑(hua)較多原(yuan)因(yin):1)毛利(li)率下(xia)滑(hua),同比(bi)(bi)下(xia)滑(hua)20.6ppt,主要是去(qu)年(nian)4Q開始產(chan)品單價有所下(xia)調(diao),固定
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立昂微
2
0
1
1.95
A+B+C=∞
中線波段的機構
2023-04-25 15:41:45
一季度基金增持
湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 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湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 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湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)數(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)(cou)(cou)(cou)(cou)(cou)
S
中國移動
S
海康威視
0
0
0
0.53
A+B+C=∞
中線波段的機構
2023-04-25 08:49:06
0423鋰礦行業紀要
本(ben)(ben)周五電池級碳(tan)酸(suan)鋰(li)(li)價(jia)格止跌在(zai)(zai)(zai)18萬左右(you),同(tong)時工業(ye)級碳(tan)酸(suan)鋰(li)(li)價(jia)格漲了(le)1000。 我(wo)們(men)認(ren)為鋰(li)(li)的(de)基本(ben)(ben)面正在(zai)(zai)(zai)發生兩點變化: 公眾號“專注投研資訊” 短期(qi)來(lai)看(kan): 一方(fang)面,下游庫存較低,周內(nei)寧德(de)和容(rong)百也(ye)(ye)都(dou)紛紛披露(lu)了(le)一季報,庫存水平都(dou)很(hen)低,而且他們(men)Q2Q3的(de)排產(chan)指引都(dou)是在(zai)(zai)(zai)不斷提升。我(wo)們(men)預(yu)計接下來(lai)會迎來(lai)一波補庫存的(de)行情。 另一方(fang)面,海外(wai)鋰(li)(li)價(jia)依舊保(bao)持高(gao)位,周內(nei)ALLKEM財報中(zhong)也(ye)(ye)是給了(le)卡(ka)特琳礦山(shan)Q2鋰(li)(li)價(jia)的(de)指引,鋰(li)(li)精礦價(jia)格5000美(mei)(mei)元(yuan),碳(tan)酸(suan)鋰(li)(li)4.2萬美(mei)(mei)元(yuan),折合人民幣是30萬,由于澳洲礦山(shan)定價(jia)參(can)考依據基本(ben)(ben)相同(tong),我(wo)們(men)預(yu)計
S
贛鋒鋰業
S
天齊鋰業
0
0
0
1.62
A+B+C=∞
中線波段的機構
2023-04-25 08:34:21
【申(shen)萬宏源(yuan)通(tong)信】中際旭創業(ye)績速評:毛利(li)率同比優化,Q1利(li)潤增長大(da)超預期!
【申萬宏源通信】中(zhong)際(ji)旭創業績(ji)速(su)(su)評:毛(mao)利(li)(li)率(lv)(lv)同比優(you)化(hua)(hua),Q1利(li)(li)潤(run)(run)增(zeng)長大超預(yu)期! 1)【利(li)(li)潤(run)(run)增(zeng)長大超預(yu)期!】Q1收入(ru)YoY -12.04%,歸母(mu)、扣(kou)非(fei)歸母(mu)YoY +14.95%、18.58%。 2)毛(mao)利(li)(li)率(lv)(lv)同比增(zeng)3 pcts,管(guan)理(li)費用率(lv)(lv)同比減1.61 pcts;凈(jing)利(li)(li)率(lv)(lv)、毛(mao)利(li)(li)率(lv)(lv)系(xi)2018年以來(lai)最佳Q1單(dan)季水平。 3)作為光通信領軍,結合22Q1-Q4毛(mao)利(li)(li)率(lv)(lv)已逐季優(you)化(hua)(hua)、Q4單(dan)季毛(mao)利(li)(li)率(lv)(lv)達32.76%,推測800G等高端產品領先放(fang)量、成本端優(you)勢等系(xi)Q1利(li)(li)潤(run)(run)超預(yu)期核心因素。 4)產業周期本是必然,AI又驅(qu)動加速(su)(su),光
S
中際旭創
0
0
0
1.77
A+B+C=∞
中線波段的機構
2023-04-25 08:31:43
【國(guo)金(jin)機械】船舶(bo)板塊近期(qi)跟蹤
行(xing)業層面: #綜合來看(kan):我國三(san)大造船(chuan)指(zhi)標(biao)兩(liang)增一降,完(wan)工量(liang)降幅(fu)快(kuai)速收窄(zhai),市(shi)場份額保持(chi)全(quan)球領先,船(chuan)舶企業效(xiao)益增長,船(chuan)舶工業發展呈現良好態勢。 公眾號“專注投研資訊” Q1全(quan)國造船(chuan)完(wan)工917萬(wan)載重(zhong)噸,同(tong)(tong)比(bi)下降4.6%。新接新船(chuan)訂(ding)(ding)單(dan)1518萬(wan)載重(zhong)噸,同(tong)(tong)比(bi)增長53%。3月底,手(shou)持(chi)船(chuan)舶訂(ding)(ding)單(dan)11452萬(wan)載重(zhong)噸,同(tong)(tong)比(bi)增長15.6%。 Q1中國造船(chuan)完(wan)工量(liang)、新接訂(ding)(ding)單(dan)量(liang)、手(shou)持(chi)訂(ding)(ding)單(dan)量(liang)本別占(zhan)市(shi)場份額43.5%、62.9%和50.8%。三(san)大指(zhi)標(biao)全(quan)部(bu)位列全(quan)球第一。 Q1生產保障(zhang)系(xi)數(手(shou)持(chi)訂(ding)(ding)單(dan)量(liang)/近(jin)三(san)年完(wan)工量(liang)平均值)達2.96
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中國船舶
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1
3.98
A+B+C=∞
中線波段的機構
2023-04-22 09:13:15
開源證券(quan):史上(shang)三輪TMT“曲折”行情(qing)背(bei)后的邏(luo)輯(ji)與啟(qi)示(shi)
核心觀點(dian):(公眾號“專(zhuan)注投研資訊”) 回(hui)溯歷史上三輪產(chan)業(ye)(ye)周期下(xia),TMT“曲折”表現背后的原因:(1)2010年(nian)4月:估值約(yue)束疊加(jia)貼(tie)現率抬(tai)升,導致(zhi)TMT調整;(2)2010年(nian)7月:盈利驅動促TMT重回(hui)上漲(zhang)通道(dao);(3)2013年(nian)4月:TMT超額收益明顯擴(kuo)大,背后是盈利驅動;(4)2013年(nian)10月:交易過熱進入極(ji)值,導致(zhi)TMT調整;(5)2014年(nian)2月:估值約(yue)束疊加(jia)貼(tie)現率抬(tai)升,再次導致(zhi)TMT調整;(6)2020年(nian)7月:業(ye)(ye)績支撐電子“一枝獨秀”。 綜(zong)上,我(wo)們可(ke)以從歷史復盤中(zhong)得(de)到以下(xia)四(si)點(dian)啟示:(1)經濟“
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劍橋科技
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0
0
0.44
A+B+C=∞
中線波段的機構
2023-04-11 21:31:46
國金(jin)證券: 英偉達(NVDA):AI芯(xin)片龍(long)頭,迎來發展大時代(dai)
國金證券: 英偉達(da)(NVDA):AI芯片龍頭,迎來(lai)發展大(da)時(shi)(shi)代 核心觀點(dian):公司成立(li)以來(lai)經(jing)歷(li)數次業(ye)務升(sheng)級(ji),實(shi)現(xian)由傳統GPU供應商(shang)到(dao)(dao)平臺(tai)化公司的(de)轉型(xing)升(sheng)級(ji),成就人工智能時(shi)(shi)代最璀璨的(de)軟(ruan)硬(ying)件一體(ti)化AI解決方案(an)領導者(zhe)。2023財(cai)年公司實(shi)現(xian)營收(shou)269.74億美元(yuan),同比(bi)+0.2%,實(shi)現(xian)凈利潤43.68億美元(yuan),同比(bi)-55.2%。與(yu)AI息(xi)息(xi)相關的(de)數據(ju)中(zhong)心業(ye)務占比(bi)達(da)到(dao)(dao)56%,成為公司最大(da)營收(shou)來(lai)源。 我們(men)預計(ji)公司2023-2025年實(shi)現(xian)營收(shou)296.98億美元(yuan)、358.19億美元(yuan)、436.79億美元(yuan),凈利潤為75.79億美
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英偉達公司
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0
0
0.51
A+B+C=∞
中線波段的機構
2023-04-11 13:33:07
地產三問:行業復蘇了嗎?行情持續性如何?關注哪個指標(biao)?
一、復蘇情況如何? 西南證券:一季度銷(xiao)(xiao)(xiao)售(shou)同(tong)(tong)比(bi)轉(zhuan)正 土地(di)市場點(dian)狀回(hui)暖(nuan) 百(bai)強房(fang)(fang)企單(dan)月(yue)(yue)(yue)銷(xiao)(xiao)(xiao)售(shou)金額(e)(e)(e)同(tong)(tong)比(bi)大幅上(shang)(shang)漲。根據克而瑞數據監(jian)測,2023年(nian)3月(yue)(yue)(yue)百(bai)強房(fang)(fang)企銷(xiao)(xiao)(xiao)售(shou)金額(e)(e)(e)7427億(yi)元,同(tong)(tong)比(bi)上(shang)(shang)升(sheng)28%,增(zeng)幅較(jiao)上(shang)(shang)月(yue)(yue)(yue)增(zeng)長15.7pp,百(bai)強房(fang)(fang)企銷(xiao)(xiao)(xiao)售(shou)額(e)(e)(e)穩中提(ti)升(sheng),復蘇勢頭較(jiao)強。 土地(di)市場點(dian)狀回(hui)暖(nuan),流拍(pai)(pai)率(lv)創(chuang)新低。3月(yue)(yue)(yue)重點(dian)監(jian)測城市溢價率(lv)為5.01%,較(jiao)上(shang)(shang)月(yue)(yue)(yue)下降0.35pp。得益于(yu)縮量提(ti)質的供地(di)策略(lve)與市場回(hui)暖(nuan),月(yue)(yue)(yue)內(nei)整體溢價率(lv)水平維持在相對高(gao)位,南京(jing)溢價率(lv)高(gao)達(da)8%,但(dan)城市內(nei)土拍(pai)(pai)熱度進一步分化。3月(yue)(yue)(yue)重點(dian)監(jian)測城市土地(di)流拍(pai)(pai)率(lv)僅為9.6%,
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萬科A
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恒大物業
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房地產指數ETF-PROSHARES兩倍做空美國
0
0
0
3.89
A+B+C=∞
中線波段的機構
2021-11-11 09:10:47
太(tai)平洋證(zheng)券(quan):作為(wei)數字貨幣(bi)載體和5G新入口
太(tai)平洋證券認(ren)為(wei),5G和(he)數字貨幣的(de)推進,SIM卡(ka)形態和(he)功能(neng)將(jiang)發(fa)(fa)生革(ge)命性變(bian)化,運營商將(jiang)SIM卡(ka)作(zuo)為(wei)萬(wan)物互聯(lian)、數字認(ren)證和(he)應用拓展的(de)入口(kou),國家將(jiang)SIM卡(ka)作(zuo)為(wei)國家級信用的(de)硬件載體。eSIM與超級SIM將(jiang)是未(wei)來物聯(lian)網、手機終端、硬錢包即將(jiang)爆發(fa)(fa)式增(zeng)長(chang)的(de)品類。
太平洋證券:作為數字貨幣載體和5G新入口,市場對超級SIM卡存在較大預期差?.docx
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紫光國微
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東信和平
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移遠通信
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廣和通
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天源迪科
1
1
1
3.00
A+B+C=∞
中線波段的機構
2021-11-11 08:51:30
私密
受限
11月(yue)10日,恩捷股份公告干法隔膜及濕法隔膜項目(mu)
11月10日,恩捷股份(fen)公告,干法(fa)隔膜及濕(shi)法(fa)隔膜項目 【中金電新】
11月10日,恩捷股份公告,干法隔膜及濕法隔膜項目.docx
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寧德時代
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恩捷股份
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2
0
1.72
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A+B+C=∞
中線波段的機構
2023-04-27 13:41:00
一季度(du)業績跟蹤(zong) 中金(jin)
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貴州茅臺
0
0
0
1.65
A+B+C=∞
中線波段的機構
2023-04-26 15:00:05
風電:一季(ji)報業(ye)績超預期
? 風(feng)(feng)電:一(yi)季(ji)(ji)報業績超(chao)預(yu)期,把握(wo)二季(ji)(ji)度旺(wang)季(ji)(ji)來臨前的(de)(de)(de)布(bu)局機會(hui),繼續看好塔筒(tong)(tong)樁基、葉(xie)片、絕(jue)緣材料、海(hai)纜(lan)的(de)(de)(de)核心機會(hui) 公眾號“專注投研資(zi)訊(xun)” ——————————— 核心推薦標的(de)(de)(de) 低估(gu)值的(de)(de)(de)自有碼(ma)頭稀缺標的(de)(de)(de)【海(hai)力風(feng)(feng)電】。 時代新材、泰勝(sheng)風(feng)(feng)能包(bao)括海(hai)纜(lan)龍頭一(yi)季(ji)(ji)報均超(chao)預(yu)期,量利(li)齊升邏輯已經(jing)開始兌現,風(feng)(feng)電旺(wang)季(ji)(ji)即(ji)將來臨! ??【海(hai)力風(feng)(feng)電】:海(hai)風(feng)(feng)塔筒(tong)(tong)環節自有碼(ma)頭的(de)(de)(de)稀缺公司 ??#公司是塔筒(tong)(tong)環節自有碼(ma)頭的(de)(de)(de)稀缺標的(de)(de)(de),碼(ma)頭分布(bu)在(zai)通州灣和南通以及(ji)啟(qi)東(dong)。包(bao)括1個2萬噸級重件(jian)泊(bo)位和1個5000 噸級通用(yong)泊(bo)位,擁有 399 米港口
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東方電纜
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1
1
1.30
A+B+C=∞
中線波段的機構
2023-04-26 13:56:15
【浙商電新(xin)張雷】華自(zi)科技(300490):利空出盡,國內(nei)大儲(chu)龍(long)頭再上新(xin)征(zheng)程
【浙商(shang)電(dian)新張(zhang)雷】華自科技(300490):利(li)(li)空(kong)出盡(jin),國內(nei)大儲(chu)龍(long)頭再上新征程 公眾號“專注投(tou)研資訊” 【堅定(ding)轉型儲(chu)能和鋰(li)電(dian)設備,期待業(ye)(ye)績(ji)底部反轉】公司22年(nian)(nian)實現營收17.4億,同比下(xia)降19.62%,歸母凈利(li)(li)-4.21億。虧損主要系疫情(qing)影(ying)響開工(gong)影(ying)響收入端,原(yuan)材(cai)料價格上漲毛(mao)(mao)利(li)(li)率(lv)有所下(xia)降。22年(nian)(nian)公司毛(mao)(mao)利(li)(li)率(lv)21.59%,同比下(xia)降3.7pcts。費用(yong)(yong)(yong)端:22年(nian)(nian)公司環保(bao)業(ye)(ye)務業(ye)(ye)績(ji)不(bu)達預期,計提商(shang)譽減值(zhi)2.38億元。此外,費用(yong)(yong)(yong)率(lv)前置(zhi),22年(nian)(nian)管理費用(yong)(yong)(yong)率(lv)和研發費用(yong)(yong)(yong)率(lv)相比21年(nian)(nian)分(fen)別提升6.91、2.76pcts至20.
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華自科技
0
0
0
1.75
A+B+C=∞
中線波段的機構
2023-04-26 09:29:56
【天風商社 | 愛美客】
【天風商(shang)社 | 愛美(mei)客(ke)】23年(nian)(nian)Q1歸(gui)母凈(jing)利(li)潤(run)yoy+51.2%超(chao)預期!濡白天使放量構(gou)建(jian)玻尿酸品類外第二增(zeng)(zeng)長曲(qu)線,堅定加倉! 公(gong)眾號“專注投研資(zi)訊(xun)” ?公(gong)司發布2023年(nian)(nian)一(yi)季報,23Q1實現營(ying)收(shou)6.3億(yi)元,yoy+46.3%;歸(gui)母凈(jing)利(li)4.1億(yi)元,yoy+51.2%,歸(gui)母凈(jing)利(li)率(lv)65.7%,同(tong)增(zeng)(zeng)2.1pct;扣(kou)非后歸(gui)母凈(jing)利(li)3.9億(yi)元,yoy+49.3%,扣(kou)非后歸(gui)母凈(jing)利(li)率(lv)61.4%,同(tong)增(zeng)(zeng)1.2pct,表現亮(liang)眼。此前我們一(yi)直提(ti)示跟(gen)蹤超(chao)預期,堅定推(tui)薦(jian)! 財報亮(liang)點: ■收(shou)入端(duan)分(fen)品類看,①預計2023Q1溶液類
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愛美客
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0
1
1.81
A+B+C=∞
中線波段的機構
2023-04-26 09:24:28
【浙商(shang)張建(jian)民(min)】高瀾股份:服(fu)務器液冷批量交付,看好全年業績反轉
公(gong)眾號“專(zhuan)注(zhu)投研資(zi)訊(xun)” #服務(wu)(wu)(wu)器(qi)液(ye)(ye)(ye)冷(leng)產業加速得(de)到(dao)(dao)驗證 英維克(ke)22年服務(wu)(wu)(wu)器(qi)液(ye)(ye)(ye)冷(leng)收(shou)入約(yue)為2021年的 5 倍(bei); 曙光(guang)數(shu)創(chuang)23Q1浸沒相變液(ye)(ye)(ye)冷(leng)收(shou)入同(tong)比增(zeng)(zeng)(zeng)(zeng)長71倍(bei); 高瀾股(gu)份22年實(shi)現(xian)業務(wu)(wu)(wu)突(tu)破銷(xiao)售額達(da)到(dao)(dao)約(yue)1億(yi)元; #高瀾股(gu)份服務(wu)(wu)(wu)器(qi)液(ye)(ye)(ye)冷(leng)已批量(liang)(liang)交付 22年高瀾創(chuang)新ICT熱管理產品銷(xiao)量(liang)(liang)增(zeng)(zeng)(zeng)(zeng)長顯著,實(shi)現(xian)營業收(shou)入 1.07億(yi); 22年底存貨3.44億(yi)增(zeng)(zeng)(zeng)(zeng)加0.85億(yi),主(zhu)(zhu)因(yin)服務(wu)(wu)(wu)器(qi)液(ye)(ye)(ye)冷(leng)和儲能迅速增(zeng)(zeng)(zeng)(zeng)長; 22Q3合同(tong)負債0.87億(yi)元同(tong)比增(zeng)(zeng)(zeng)(zeng)109%,主(zhu)(zhu)因(yin)服務(wu)(wu)(wu)器(qi)液(ye)(ye)(ye)冷(leng)預收(shou)款增(zeng)(zeng)(zeng)(zeng)加,截至23Q1合同(tong)負債進一步增(zeng)(zeng)(zeng)(zeng)加至1.37億(yi); 多(duo)個(ge)
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高瀾股份
0
0
0
0.52
A+B+C=∞
中線波段的機構
2023-04-26 09:20:35
立昂(ang)微業績交流會
硅(gui)片(pian)毛(mao)利(li)(li)率下(xia)(xia)滑,主(zhu)(zhu)要原(yuan)因:1)硅(gui)片(pian)定增(zeng)項(xiang)目6月(yue)底,固(gu)定開支投(tou)入(ru)增(zeng)加(jia);2)嘉興工(gong)廠合并報(bao)表,產生(sheng)部分(fen)虧損;3)半導(dao)體(ti)行業景氣度下(xia)(xia)滑,整體(ti)利(li)(li)潤端承壓主(zhu)(zhu)要是(shi)4Q22減值較多(duo),三(san)個虧損工(gong)廠存貨計提(ti),嘉興工(gong)廠、立昂東芯、衢州工(gong)廠,都進行了(le)減值。 1Q23 公司(si)營收實現(xian)6.23億,環(huan)比去年4Q基本(ben)持平,歸母(mu)凈利(li)(li)潤3443萬(wan)元,同(tong)比下(xia)(xia)滑85.5%,環(huan)比下(xia)(xia)滑25.8%,扣非實現(xian)2,349萬(wan)元,環(huan)比增(zeng)加(jia)3000w+,同(tong)比下(xia)(xia)滑較多(duo)原(yuan)因:1)毛(mao)利(li)(li)率下(xia)(xia)滑,同(tong)比下(xia)(xia)滑20.6ppt,主(zhu)(zhu)要是(shi)去年4Q開始產品單價有所(suo)下(xia)(xia)調,固(gu)定
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立昂微
2
0
1
1.95
A+B+C=∞
中線波段的機構
2023-04-25 15:41:45
一季(ji)度(du)基金增持
湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)
S
中國移動
S
海康威視
0
0
0
0.53
A+B+C=∞
中線波段的機構
2023-04-25 08:49:06
0423鋰礦行業紀要(yao)
本(ben)周五電池級(ji)碳酸鋰(li)價(jia)格止跌在18萬左右,同時工(gong)業級(ji)碳酸鋰(li)價(jia)格漲了1000。 我(wo)們(men)認(ren)為鋰(li)的(de)基(ji)本(ben)面(mian)正在發(fa)生(sheng)兩點(dian)變化: 公眾號“專注投研資訊” 短期來(lai)看: 一方(fang)面(mian),下(xia)(xia)游庫(ku)(ku)存較低,周內(nei)寧德和容百也都紛紛披露了一季報,庫(ku)(ku)存水平都很低,而且他(ta)們(men)Q2Q3的(de)排產指(zhi)引都是(shi)在不斷提升。我(wo)們(men)預(yu)計(ji)接下(xia)(xia)來(lai)會迎來(lai)一波補(bu)庫(ku)(ku)存的(de)行情。 另一方(fang)面(mian),海外鋰(li)價(jia)依(yi)舊保持高位,周內(nei)ALLKEM財報中也是(shi)給了卡特琳礦山Q2鋰(li)價(jia)的(de)指(zhi)引,鋰(li)精(jing)礦價(jia)格5000美元,碳酸鋰(li)4.2萬美元,折合人(ren)民(min)幣是(shi)30萬,由于(yu)澳洲礦山定價(jia)參(can)考(kao)依(yi)據(ju)基(ji)本(ben)相同,我(wo)們(men)預(yu)計(ji)
S
贛鋒鋰業
S
天齊鋰業
0
0
0
1.62
A+B+C=∞
中線波段的機構
2023-04-25 08:34:21
【申萬宏源通信】中際(ji)旭(xu)創業績速評:毛利率同(tong)比優化,Q1利潤增(zeng)長(chang)大超預期!
【申(shen)萬宏源通信】中際旭創業績速評:毛(mao)(mao)利(li)(li)率(lv)(lv)同(tong)比優化,Q1利(li)(li)潤增長大超(chao)(chao)預(yu)(yu)期! 1)【利(li)(li)潤增長大超(chao)(chao)預(yu)(yu)期!】Q1收入YoY -12.04%,歸母(mu)(mu)、扣非歸母(mu)(mu)YoY +14.95%、18.58%。 2)毛(mao)(mao)利(li)(li)率(lv)(lv)同(tong)比增3 pcts,管(guan)理(li)費用(yong)率(lv)(lv)同(tong)比減1.61 pcts;凈利(li)(li)率(lv)(lv)、毛(mao)(mao)利(li)(li)率(lv)(lv)系2018年以來最佳Q1單(dan)季水平。 3)作為光(guang)通信領軍,結(jie)合(he)22Q1-Q4毛(mao)(mao)利(li)(li)率(lv)(lv)已逐季優化、Q4單(dan)季毛(mao)(mao)利(li)(li)率(lv)(lv)達32.76%,推測800G等高端產(chan)品(pin)領先放量、成本端優勢等系Q1利(li)(li)潤超(chao)(chao)預(yu)(yu)期核(he)心因素。 4)產(chan)業周期本是必然,AI又驅動(dong)加(jia)速,光(guang)
S
中際旭創
0
0
0
1.77
A+B+C=∞
中線波段的機構
2023-04-25 08:31:43
【國(guo)金機械】船舶板塊近期(qi)跟蹤
行業(ye)層面: #綜合來看:我國三(san)(san)大造船(chuan)(chuan)指標兩增一降,完工(gong)量降幅快速收窄,市場份(fen)額保持(chi)全球(qiu)領先(xian),船(chuan)(chuan)舶(bo)(bo)企業(ye)效益增長,船(chuan)(chuan)舶(bo)(bo)工(gong)業(ye)發展呈(cheng)現良好態(tai)勢(shi)。 公眾號“專注投研資訊” Q1全國造船(chuan)(chuan)完工(gong)917萬載重噸(dun)(dun),同(tong)(tong)比(bi)(bi)下(xia)降4.6%。新(xin)接新(xin)船(chuan)(chuan)訂(ding)(ding)單(dan)1518萬載重噸(dun)(dun),同(tong)(tong)比(bi)(bi)增長53%。3月底,手持(chi)船(chuan)(chuan)舶(bo)(bo)訂(ding)(ding)單(dan)11452萬載重噸(dun)(dun),同(tong)(tong)比(bi)(bi)增長15.6%。 Q1中國造船(chuan)(chuan)完工(gong)量、新(xin)接訂(ding)(ding)單(dan)量、手持(chi)訂(ding)(ding)單(dan)量本別占市場份(fen)額43.5%、62.9%和(he)50.8%。三(san)(san)大指標全部位(wei)列全球(qiu)第(di)一。 Q1生產保障系(xi)數(shu)(手持(chi)訂(ding)(ding)單(dan)量/近三(san)(san)年完工(gong)量平均值(zhi))達(da)2.96
S
中國船舶
0
1
1
3.98
A+B+C=∞
中線波段的機構
2023-04-22 09:13:15
開源證券(quan):史上三輪(lun)TMT“曲(qu)折”行情背后的邏輯與啟(qi)示
核(he)心觀點(dian):(公眾號(hao)“專注(zhu)投研資(zi)訊”) 回(hui)溯(su)歷史上(shang)三輪產業周(zhou)期下(xia),TMT“曲折”表現(xian)背(bei)后的原(yuan)因:(1)2010年4月(yue):估值約(yue)束(shu)疊加貼(tie)現(xian)率(lv)抬升(sheng),導(dao)致TMT調(diao)(diao)整;(2)2010年7月(yue):盈(ying)利驅(qu)(qu)動促TMT重回(hui)上(shang)漲通(tong)道(dao);(3)2013年4月(yue):TMT超額收益明顯擴(kuo)大,背(bei)后是盈(ying)利驅(qu)(qu)動;(4)2013年10月(yue):交(jiao)易過(guo)熱進(jin)入極值,導(dao)致TMT調(diao)(diao)整;(5)2014年2月(yue):估值約(yue)束(shu)疊加貼(tie)現(xian)率(lv)抬升(sheng),再(zai)次導(dao)致TMT調(diao)(diao)整;(6)2020年7月(yue):業績支(zhi)撐(cheng)電子“一枝獨秀”。 綜上(shang),我們可以從歷史復盤(pan)中得到以下(xia)四點(dian)啟示:(1)經濟(ji)“
S
劍橋科技
0
0
0
0.44
A+B+C=∞
中線波段的機構
2023-04-11 21:31:46
國金證券: 英(ying)偉達(NVDA):AI芯片龍頭,迎來發(fa)展大(da)時代
國(guo)金證(zheng)券(quan): 英(ying)偉達(NVDA):AI芯(xin)片(pian)龍頭,迎來(lai)發(fa)展大(da)時(shi)代(dai) 核(he)心觀(guan)點:公(gong)(gong)司成立以來(lai)經(jing)歷數(shu)次業務升級(ji),實現(xian)由傳統GPU供(gong)應商到(dao)平臺化公(gong)(gong)司的(de)轉型升級(ji),成就(jiu)人(ren)工智(zhi)能時(shi)代(dai)最(zui)璀璨的(de)軟硬件一體(ti)化AI解決方案(an)領(ling)導者。2023財年(nian)公(gong)(gong)司實現(xian)營(ying)收(shou)(shou)269.74億(yi)美(mei)元(yuan),同比+0.2%,實現(xian)凈利(li)潤43.68億(yi)美(mei)元(yuan),同比-55.2%。與AI息息相關的(de)數(shu)據中心業務占比達到(dao)56%,成為公(gong)(gong)司最(zui)大(da)營(ying)收(shou)(shou)來(lai)源。 我們預計(ji)公(gong)(gong)司2023-2025年(nian)實現(xian)營(ying)收(shou)(shou)296.98億(yi)美(mei)元(yuan)、358.19億(yi)美(mei)元(yuan)、436.79億(yi)美(mei)元(yuan),凈利(li)潤為75.79億(yi)美(mei)
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英偉達公司
0
0
0
0.51
A+B+C=∞
中線波段的機構
2023-04-11 13:33:07
地產三問:行業復(fu)蘇(su)了嗎?行情(qing)持續性如何?關注哪個指(zhi)標(biao)?
一(yi)(yi)、復(fu)蘇情況如何? 西南證券:一(yi)(yi)季度銷售(shou)同比(bi)轉正 土(tu)地(di)市(shi)場(chang)點(dian)(dian)狀(zhuang)回(hui)暖 百(bai)強(qiang)房企單月(yue)銷售(shou)金(jin)(jin)額(e)同比(bi)大幅上(shang)漲。根據克(ke)而瑞數據監(jian)測(ce)(ce),2023年3月(yue)百(bai)強(qiang)房企銷售(shou)金(jin)(jin)額(e)7427億元,同比(bi)上(shang)升28%,增(zeng)幅較上(shang)月(yue)增(zeng)長15.7pp,百(bai)強(qiang)房企銷售(shou)額(e)穩中提(ti)升,復(fu)蘇勢頭較強(qiang)。 土(tu)地(di)市(shi)場(chang)點(dian)(dian)狀(zhuang)回(hui)暖,流拍率創(chuang)新低。3月(yue)重(zhong)點(dian)(dian)監(jian)測(ce)(ce)城(cheng)市(shi)溢價(jia)率為(wei)5.01%,較上(shang)月(yue)下降(jiang)0.35pp。得益于縮量提(ti)質(zhi)的(de)供(gong)地(di)策(ce)略與市(shi)場(chang)回(hui)暖,月(yue)內整體溢價(jia)率水平維持在相對高(gao)位,南京溢價(jia)率高(gao)達8%,但城(cheng)市(shi)內土(tu)拍熱度進一(yi)(yi)步分(fen)化。3月(yue)重(zhong)點(dian)(dian)監(jian)測(ce)(ce)城(cheng)市(shi)土(tu)地(di)流拍率僅(jin)為(wei)9.6%,
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萬科A
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恒大物業
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房地產指數ETF-PROSHARES兩倍做空美國
0
0
0
3.89
A+B+C=∞
中線波段的機構
2021-11-11 09:10:47
太平洋(yang)證券:作為(wei)數字(zi)貨幣載(zai)體和5G新入口(kou)
太平洋(yang)證券認為,5G和數字貨幣的推進(jin),SIM卡(ka)形(xing)態和功能將(jiang)發生革(ge)命(ming)性變化,運營(ying)商將(jiang)SIM卡(ka)作為萬(wan)物(wu)互聯、數字認證和應(ying)用(yong)拓展的入(ru)口,國家(jia)將(jiang)SIM卡(ka)作為國家(jia)級(ji)信用(yong)的硬件載體。eSIM與超(chao)級(ji)SIM將(jiang)是(shi)未來物(wu)聯網、手機終端(duan)、硬錢(qian)包(bao)即將(jiang)爆(bao)發式增長的品類。
太平洋證券:作為數字貨幣載體和5G新入口,市場對超級SIM卡存在較大預期差?.docx
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紫光國微
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東信和平
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移遠通信
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廣和通
S
天源迪科
1
1
1
3.00
A+B+C=∞
中線波段的機構
2021-11-11 08:51:30
私密
受限
11月10日,恩捷(jie)股(gu)份公告干法隔膜(mo)及濕(shi)法隔膜(mo)項目
11月10日,恩捷股(gu)份(fen)公告,干法隔(ge)膜及濕(shi)法隔(ge)膜項目 【中(zhong)金電新】
11月10日,恩捷股份公告,干法隔膜及濕法隔膜項目.docx
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寧德時代
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恩捷股份
1
2
0
1.72
上(shang)一頁
1
2
下(xia)一頁
前往
頁
A+B+C=∞
中線波段的機構
2023-04-27 13:41:00
一季度業績(ji)跟(gen)蹤 中金(jin)
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貴州茅臺
0
0
0
1.65
A+B+C=∞
中線波段的機構
2023-04-26 15:00:05
風電:一季(ji)報業績超預期
? 風電(dian)(dian):一(yi)季(ji)(ji)報業績(ji)超預期,把(ba)握二季(ji)(ji)度旺季(ji)(ji)來臨(lin)(lin)前(qian)的(de)布局機會,繼(ji)續(xu)看好塔(ta)筒(tong)(tong)樁基、葉(xie)片、絕緣材料、海(hai)纜的(de)核心機會 公眾號(hao)“專(zhuan)注投(tou)研資訊” ——————————— 核心推(tui)薦標(biao)的(de) 低估值的(de)自(zi)有(you)碼(ma)(ma)頭(tou)稀缺(que)標(biao)的(de)【海(hai)力(li)風電(dian)(dian)】。 時代新材、泰(tai)勝風能包括海(hai)纜龍(long)頭(tou)一(yi)季(ji)(ji)報均超預期,量利齊(qi)升邏輯已經開始(shi)兌現(xian),風電(dian)(dian)旺季(ji)(ji)即將來臨(lin)(lin)! ??【海(hai)力(li)風電(dian)(dian)】:海(hai)風塔(ta)筒(tong)(tong)環節自(zi)有(you)碼(ma)(ma)頭(tou)的(de)稀缺(que)公司 ??#公司是塔(ta)筒(tong)(tong)環節自(zi)有(you)碼(ma)(ma)頭(tou)的(de)稀缺(que)標(biao)的(de),碼(ma)(ma)頭(tou)分布在通(tong)州灣和(he)南通(tong)以及啟東。包括1個(ge)2萬噸(dun)級重(zhong)件(jian)泊(bo)位和(he)1個(ge)5000 噸(dun)級通(tong)用泊(bo)位,擁有(you) 399 米港口
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東方電纜
0
1
1
1.30
A+B+C=∞
中線波段的機構
2023-04-26 13:56:15
【浙(zhe)商電新張雷】華自科(ke)技(300490):利(li)空出盡,國內(nei)大儲龍頭再(zai)上新征程
【浙(zhe)商電(dian)新張雷】華自科技(ji)(300490):利(li)空出盡,國內(nei)大(da)儲(chu)龍(long)頭再上(shang)新征(zheng)程(cheng) 公眾號“專注投研資訊” 【堅定轉型儲(chu)能(neng)和鋰(li)電(dian)設備,期(qi)待業績底(di)部反轉】公司22年(nian)實(shi)現營收17.4億,同(tong)(tong)比下(xia)降(jiang)19.62%,歸母凈利(li)-4.21億。虧損主要系疫情影(ying)響開(kai)工影(ying)響收入端(duan),原材料價格上(shang)漲毛(mao)利(li)率(lv)有所下(xia)降(jiang)。22年(nian)公司毛(mao)利(li)率(lv)21.59%,同(tong)(tong)比下(xia)降(jiang)3.7pcts。費用端(duan):22年(nian)公司環保業務業績不達預期(qi),計提商譽(yu)減值2.38億元。此外,費用率(lv)前(qian)置,22年(nian)管(guan)理費用率(lv)和研發費用率(lv)相(xiang)比21年(nian)分別提升6.91、2.76pcts至(zhi)20.
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華自科技
0
0
0
1.75
A+B+C=∞
中線波段的機構
2023-04-26 09:29:56
【天風商社 | 愛(ai)美(mei)客】
【天風商社 | 愛美客】23年Q1歸(gui)(gui)(gui)母(mu)凈(jing)(jing)利潤yoy+51.2%超預期(qi)!濡白天使(shi)放(fang)量(liang)構建玻尿酸品類(lei)外(wai)第二增(zeng)(zeng)長曲線,堅定(ding)加(jia)倉(cang)! 公眾號“專注(zhu)投(tou)研(yan)資訊(xun)” ?公司(si)發布(bu)2023年一(yi)季報,23Q1實(shi)現營收6.3億元(yuan)(yuan),yoy+46.3%;歸(gui)(gui)(gui)母(mu)凈(jing)(jing)利4.1億元(yuan)(yuan),yoy+51.2%,歸(gui)(gui)(gui)母(mu)凈(jing)(jing)利率65.7%,同增(zeng)(zeng)2.1pct;扣非后歸(gui)(gui)(gui)母(mu)凈(jing)(jing)利3.9億元(yuan)(yuan),yoy+49.3%,扣非后歸(gui)(gui)(gui)母(mu)凈(jing)(jing)利率61.4%,同增(zeng)(zeng)1.2pct,表(biao)現亮眼。此前我(wo)們一(yi)直(zhi)提示跟(gen)蹤超預期(qi),堅定(ding)推(tui)薦! 財報亮點: ■收入端分品類(lei)看,①預計2023Q1溶液類(lei)
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愛美客
0
0
1
1.81
A+B+C=∞
中線波段的機構
2023-04-26 09:24:28
【浙(zhe)商(shang)張(zhang)建民(min)】高瀾股份(fen):服務器液冷批量(liang)交(jiao)付,看好(hao)全(quan)年業績反(fan)轉
公(gong)眾號“專注投(tou)研資(zi)訊” #服(fu)務(wu)器(qi)液(ye)(ye)冷(leng)產業加(jia)(jia)速得到驗證(zheng) 英維克22年服(fu)務(wu)器(qi)液(ye)(ye)冷(leng)收(shou)入約(yue)為2021年的 5 倍(bei); 曙光數創23Q1浸沒(mei)相(xiang)變液(ye)(ye)冷(leng)收(shou)入同比增長(chang)71倍(bei); 高(gao)瀾股份22年實(shi)現(xian)業務(wu)突破銷(xiao)售額達到約(yue)1億(yi)(yi)(yi)元(yuan); #高(gao)瀾股份服(fu)務(wu)器(qi)液(ye)(ye)冷(leng)已批量交付 22年高(gao)瀾創新(xin)ICT熱管理產品銷(xiao)量增長(chang)顯(xian)著(zhu),實(shi)現(xian)營(ying)業收(shou)入 1.07億(yi)(yi)(yi); 22年底存貨3.44億(yi)(yi)(yi)增加(jia)(jia)0.85億(yi)(yi)(yi),主因服(fu)務(wu)器(qi)液(ye)(ye)冷(leng)和儲能迅(xun)速增長(chang); 22Q3合同負(fu)債0.87億(yi)(yi)(yi)元(yuan)同比增109%,主因服(fu)務(wu)器(qi)液(ye)(ye)冷(leng)預(yu)收(shou)款(kuan)增加(jia)(jia),截至23Q1合同負(fu)債進一步(bu)增加(jia)(jia)至1.37億(yi)(yi)(yi); 多個
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高瀾股份
0
0
0
0.52
A+B+C=∞
中線波段的機構
2023-04-26 09:20:35
立(li)昂微業績(ji)交流會
硅(gui)片毛利率下(xia)滑(hua)(hua),主(zhu)(zhu)要原因(yin):1)硅(gui)片定增項目6月底(di),固定開(kai)支投入增加;2)嘉(jia)興工廠合并報表,產(chan)生(sheng)部分(fen)虧(kui)損(sun);3)半導體行業(ye)景氣(qi)度(du)下(xia)滑(hua)(hua),整體利潤端承壓主(zhu)(zhu)要是4Q22減值(zhi)較(jiao)多,三個虧(kui)損(sun)工廠存貨計(ji)提,嘉(jia)興工廠、立昂東芯(xin)、衢州工廠,都進行了減值(zhi)。 1Q23 公司(si)營收實(shi)現(xian)6.23億,環比(bi)去(qu)年4Q基本(ben)持平,歸母凈利潤3443萬(wan)元(yuan)(yuan),同比(bi)下(xia)滑(hua)(hua)85.5%,環比(bi)下(xia)滑(hua)(hua)25.8%,扣(kou)非實(shi)現(xian)2,349萬(wan)元(yuan)(yuan),環比(bi)增加3000w+,同比(bi)下(xia)滑(hua)(hua)較(jiao)多原因(yin):1)毛利率下(xia)滑(hua)(hua),同比(bi)下(xia)滑(hua)(hua)20.6ppt,主(zhu)(zhu)要是去(qu)年4Q開(kai)始(shi)產(chan)品單價有(you)所(suo)下(xia)調,固定
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立昂微
2
0
1
1.95
A+B+C=∞
中線波段的機構
2023-04-25 15:41:45
一季度基金(jin)增持
湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(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)(cou)(cou)(cou)(cou)(cou)(cou)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu) 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S
中國移動
S
海康威視
0
0
0
0.53
A+B+C=∞
中線波段的機構
2023-04-25 08:49:06
0423鋰(li)礦行業紀要
本(ben)(ben)周(zhou)五電(dian)池級碳(tan)(tan)酸(suan)鋰價格止跌在18萬左右,同時工業級碳(tan)(tan)酸(suan)鋰價格漲了1000。 我們(men)認為鋰的(de)(de)基(ji)本(ben)(ben)面(mian)正在發生兩點變化: 公眾號“專注投研(yan)資訊(xun)” 短期來(lai)看: 一方面(mian),下游庫存(cun)(cun)較低,周(zhou)內寧德和容百也都紛(fen)(fen)紛(fen)(fen)披露了一季(ji)報,庫存(cun)(cun)水平都很低,而且(qie)他們(men)Q2Q3的(de)(de)排產指引(yin)都是(shi)在不斷提升。我們(men)預(yu)計(ji)接下來(lai)會(hui)迎來(lai)一波補庫存(cun)(cun)的(de)(de)行(xing)情。 另一方面(mian),海外鋰價依舊保持高位(wei),周(zhou)內ALLKEM財報中也是(shi)給了卡特琳礦山(shan)Q2鋰價的(de)(de)指引(yin),鋰精礦價格5000美(mei)元,碳(tan)(tan)酸(suan)鋰4.2萬美(mei)元,折(zhe)合人民(min)幣是(shi)30萬,由于澳洲(zhou)礦山(shan)定價參考依據基(ji)本(ben)(ben)相同,我們(men)預(yu)計(ji)
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贛鋒鋰業
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天齊鋰業
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0
0
1.62
A+B+C=∞
中線波段的機構
2023-04-25 08:34:21
【申萬宏(hong)源通(tong)信】中際旭創業績速評(ping):毛(mao)利率(lv)同比(bi)優化,Q1利潤增(zeng)長大超預期!
【申萬宏源通信】中際(ji)旭(xu)創業績速評:毛利(li)(li)(li)(li)率(lv)(lv)同(tong)比(bi)優(you)(you)化,Q1利(li)(li)(li)(li)潤增(zeng)長(chang)大超(chao)預期(qi)(qi)! 1)【利(li)(li)(li)(li)潤增(zeng)長(chang)大超(chao)預期(qi)(qi)!】Q1收入YoY -12.04%,歸母、扣非歸母YoY +14.95%、18.58%。 2)毛利(li)(li)(li)(li)率(lv)(lv)同(tong)比(bi)增(zeng)3 pcts,管理費用率(lv)(lv)同(tong)比(bi)減1.61 pcts;凈利(li)(li)(li)(li)率(lv)(lv)、毛利(li)(li)(li)(li)率(lv)(lv)系2018年(nian)以來最佳Q1單季水平。 3)作(zuo)為(wei)光通信領軍,結(jie)合22Q1-Q4毛利(li)(li)(li)(li)率(lv)(lv)已(yi)逐季優(you)(you)化、Q4單季毛利(li)(li)(li)(li)率(lv)(lv)達32.76%,推(tui)測(ce)800G等(deng)高(gao)端產(chan)品領先放量、成本(ben)端優(you)(you)勢等(deng)系Q1利(li)(li)(li)(li)潤超(chao)預期(qi)(qi)核心因素。 4)產(chan)業周期(qi)(qi)本(ben)是必然,AI又驅動加速,光
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中際旭創
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0
0
1.77
A+B+C=∞
中線波段的機構
2023-04-25 08:31:43
【國金機械(xie)】船舶板塊近期跟(gen)蹤
行業層面(mian): #綜合來看(kan):我國三大造船(chuan)(chuan)指標兩增一降,完(wan)工(gong)量(liang)降幅快速收窄,市(shi)場份(fen)額保(bao)持(chi)全球領先(xian),船(chuan)(chuan)舶(bo)企業效益(yi)增長,船(chuan)(chuan)舶(bo)工(gong)業發展(zhan)呈(cheng)現良好態(tai)勢。 公眾(zhong)號“專注投研資(zi)訊” Q1全國造船(chuan)(chuan)完(wan)工(gong)917萬(wan)載重噸,同比下降4.6%。新接新船(chuan)(chuan)訂(ding)單(dan)(dan)1518萬(wan)載重噸,同比增長53%。3月底(di),手(shou)持(chi)船(chuan)(chuan)舶(bo)訂(ding)單(dan)(dan)11452萬(wan)載重噸,同比增長15.6%。 Q1中(zhong)國造船(chuan)(chuan)完(wan)工(gong)量(liang)、新接訂(ding)單(dan)(dan)量(liang)、手(shou)持(chi)訂(ding)單(dan)(dan)量(liang)本別占市(shi)場份(fen)額43.5%、62.9%和50.8%。三大指標全部位列(lie)全球第一。 Q1生產保(bao)障系數(手(shou)持(chi)訂(ding)單(dan)(dan)量(liang)/近三年完(wan)工(gong)量(liang)平均值)達2.96
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中國船舶
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1
1
3.98
A+B+C=∞
中線波段的機構
2023-04-22 09:13:15
開源證券:史上三(san)輪TMT“曲(qu)折”行情背后(hou)的邏輯與啟示
核心觀點(dian)(dian):(公眾號“專注投(tou)研資(zi)訊”) 回溯(su)歷史上三輪產業(ye)周期(qi)下,TMT“曲折(zhe)”表現(xian)背后的原因:(1)2010年4月(yue):估(gu)值約束疊加貼現(xian)率抬升,導致(zhi)TMT調整(zheng);(2)2010年7月(yue):盈利驅動促TMT重回上漲通道;(3)2013年4月(yue):TMT超額收益明顯擴大,背后是盈利驅動;(4)2013年10月(yue):交易過熱進入極值,導致(zhi)TMT調整(zheng);(5)2014年2月(yue):估(gu)值約束疊加貼現(xian)率抬升,再(zai)次(ci)導致(zhi)TMT調整(zheng);(6)2020年7月(yue):業(ye)績(ji)支(zhi)撐(cheng)電子“一(yi)枝(zhi)獨秀(xiu)”。 綜上,我們可以從歷史復(fu)盤中得到以下四點(dian)(dian)啟示:(1)經濟“
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劍橋科技
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0
0
0.44
A+B+C=∞
中線波段的機構
2023-04-11 21:31:46
國金證券: 英偉達(da)(NVDA):AI芯片龍頭,迎來(lai)發展大(da)時代
國金證券(quan): 英偉達(NVDA):AI芯片龍頭,迎來發展大(da)時代 核心觀點:公司成(cheng)(cheng)(cheng)立以來經歷數(shu)次業(ye)(ye)務升級(ji),實現由傳統(tong)GPU供應(ying)商到(dao)平臺(tai)化(hua)公司的(de)轉(zhuan)型升級(ji),成(cheng)(cheng)(cheng)就(jiu)人工智能(neng)時代最璀(cui)璨的(de)軟硬件一體化(hua)AI解決(jue)方案領導者。2023財年公司實現營(ying)收269.74億美(mei)(mei)(mei)元(yuan)(yuan)(yuan),同(tong)(tong)比+0.2%,實現凈(jing)(jing)利(li)潤43.68億美(mei)(mei)(mei)元(yuan)(yuan)(yuan),同(tong)(tong)比-55.2%。與AI息息相(xiang)關的(de)數(shu)據中心業(ye)(ye)務占比達到(dao)56%,成(cheng)(cheng)(cheng)為公司最大(da)營(ying)收來源。 我(wo)們預計公司2023-2025年實現營(ying)收296.98億美(mei)(mei)(mei)元(yuan)(yuan)(yuan)、358.19億美(mei)(mei)(mei)元(yuan)(yuan)(yuan)、436.79億美(mei)(mei)(mei)元(yuan)(yuan)(yuan),凈(jing)(jing)利(li)潤為75.79億美(mei)(mei)(mei)
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英偉達公司
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0
0
0.51
A+B+C=∞
中線波段的機構
2023-04-11 13:33:07
地產三問:行業復蘇了嗎?行情持續(xu)性如何?關注哪個指標?
一(yi)、復蘇(su)情況如(ru)何? 西南證券:一(yi)季度(du)銷(xiao)售同比轉正 土(tu)地(di)市(shi)(shi)場點狀(zhuang)回(hui)暖(nuan) 百(bai)強(qiang)房(fang)企單月銷(xiao)售金(jin)額同比大幅上(shang)漲(zhang)。根據(ju)克而瑞數據(ju)監測(ce),2023年3月百(bai)強(qiang)房(fang)企銷(xiao)售金(jin)額7427億(yi)元,同比上(shang)升28%,增幅較(jiao)上(shang)月增長15.7pp,百(bai)強(qiang)房(fang)企銷(xiao)售額穩中提(ti)升,復蘇(su)勢頭較(jiao)強(qiang)。 土(tu)地(di)市(shi)(shi)場點狀(zhuang)回(hui)暖(nuan),流拍率創新低。3月重點監測(ce)城(cheng)市(shi)(shi)溢(yi)價率為5.01%,較(jiao)上(shang)月下降0.35pp。得益于縮量提(ti)質的供地(di)策(ce)略與市(shi)(shi)場回(hui)暖(nuan),月內整(zheng)體溢(yi)價率水平維持在相對高位(wei),南京(jing)溢(yi)價率高達8%,但城(cheng)市(shi)(shi)內土(tu)拍熱度(du)進一(yi)步分(fen)化。3月重點監測(ce)城(cheng)市(shi)(shi)土(tu)地(di)流拍率僅為9.6%,
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萬科A
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恒大物業
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房地產指數ETF-PROSHARES兩倍做空美國
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0
0
3.89
A+B+C=∞
中線波段的機構
2021-11-11 09:10:47
太平(ping)洋(yang)證(zheng)券:作(zuo)為數字貨幣載體和5G新入口
太平洋證券認為(wei),5G和數(shu)字貨幣的(de)(de)推(tui)進,SIM卡(ka)(ka)形態和功能將(jiang)發生革命(ming)性變化,運(yun)營商將(jiang)SIM卡(ka)(ka)作(zuo)為(wei)萬物(wu)互聯、數(shu)字認證和應用拓展的(de)(de)入口,國家將(jiang)SIM卡(ka)(ka)作(zuo)為(wei)國家級信用的(de)(de)硬件(jian)載體。eSIM與超級SIM將(jiang)是未來(lai)物(wu)聯網、手機(ji)終端、硬錢包即將(jiang)爆(bao)發式增長的(de)(de)品類。
太平洋證券:作為數字貨幣載體和5G新入口,市場對超級SIM卡存在較大預期差?.docx
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紫光國微
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東信和平
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移遠通信
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廣和通
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天源迪科
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1
1
3.00
A+B+C=∞
中線波段的機構
2021-11-11 08:51:30
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11月10日,恩捷股份(fen)公告干法隔膜(mo)(mo)及濕法隔膜(mo)(mo)項目
11月10日,恩(en)捷股份公告,干法隔膜及濕法隔膜項目 【中金電新】
11月10日,恩捷股份公告,干法隔膜及濕法隔膜項目.docx
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寧德時代
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恩捷股份
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0
1.72
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