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2023-10-09 11:33:26

最近節奏不錯(cuo)，繼續保(bao)持

精倫電子2板上車(che)，今天(tian)鎖定(ding)。光弘(hong)科技(ji)持續跟蹤(zong)吃(chi)兩波，菲菱(ling)科思持續跟蹤(zong)也吃(chi)了(le)兩波。減肥藥今天(tian)新上車(che)昊帆生物。繼(ji)9月(yue)大肉，10月(yue)以開門紅10+開局(ju)，希望節奏(zou)繼(ji)續保持。湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)字(zi)(zi)(zi)(zi)(zi)(zi)數(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)

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光弘科技
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2023-04-12 21:41:24

【深度·天(tian)風電子(zi)】工業(ye)富(fu)聯：AI算力(li)新時(shi)代，AI服務器(qi)龍(long)頭有望迎(ying)來高速成(cheng)長期

深度·天風電(dian)(dian)子】工業(ye)富聯(lian)：AI算(suan)(suan)力(li)(li)新時(shi)代(dai)，AI服(fu)務(wu)器龍頭有望迎來(lai)高速成長期(qi) 原創天風電(dian)(dian)子潘暕團(tuan)隊維持23年253億(yi)歸母凈利(li)潤的盈利(li)預測，將24年歸母凈利(li)潤由272億(yi)上(shang)調(diao)至317億(yi)，將25年歸母凈利(li)潤由291億(yi)上(shang)調(diao)至396億(yi)。調(diao)整的主要原因是(shi)我們認為公(gong)司主營業(ye)務(wu)通信網絡設(she)備(bei)、云服(fu)務(wu)設(she)備(bei)充分(fen)受益(yi)于AI應用驅動(dong)的算(suan)(suan)力(li)(li)建設(she)景氣周期(qi)，相關行業(ye)整體(ti)趨勢(shi)向好，未來(lai)仍有較大(da)的增長空(kong)間。綜合(he)考慮，給(gei)予公(gong)司38.4元/股(gu)的目(mu)標(biao)價，對應23年30倍估值，維持“買入”評級(ji)。

【深度·天風電子】工業富聯：AI算力新時代，AI服務器龍頭有望迎來高速成長期

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浪潮信息
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烽火通信

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2022-09-04 13:47:07

轉天風(feng)通信(xin)

【天風通(tong)信(xin)(xin)】華(hua)為(wei)(wei)Mate 50 短(duan)報(bao)(bao)文(wen)通(tong)信(xin)(xin)事件(jian)點(dian)評(ping)&衛(wei)星(xing)(xing)產業(ye)更(geng)新事件(jian)：華(hua)為(wei)(wei)Mate 50系(xi)列將有(you)望搭載國(guo)內首(shou)顆手(shou)機(ji)北斗(dou)短(duan)報(bao)(bao)文(wen)通(tong)信(xin)(xin)射頻基帶一體(ti)化芯片，同(tong)樣將實現大眾智能(neng)手(shou)機(ji)衛(wei)星(xing)(xing)通(tong)信(xin)(xin)能(neng)力(li)。我(wo)們于8月9日-8月12日國(guo)防信(xin)(xin)息&空天信(xin)(xin)息電(dian)話會議，重點(dian)提示通(tong)導遙板塊投(tou)資機(ji)會！除了本次(ci)手(shou)機(ji)短(duan)報(bao)(bao)文(wen)通(tong)信(xin)(xin)技術(shu)(shu)變革外，我(wo)們預判我(wo)國(guo)低(di)軌衛(wei)星(xing)(xing)&北斗(dou)導航&遙感衛(wei)星(xing)(xing)及(ji)應用三大領域(yu)都將會陸續迎來新的發(fa)展階段。 1、華(hua)為(wei)(wei)mate主要依托北斗(dou)短(duan)報(bao)(bao)文(wen)，非手(shou)機(ji)直連(lian)衛(wei)星(xing)(xing)技術(shu)(shu)：由于衛(wei)星(xing)(xing)通(tong)信(xin)(xin)頻率差異、手(shou)機(ji)功率低(di)、鏈路(lu)距離遠等制(zhi)約(yue)，傳(chuan)統

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電科芯片
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華測導航
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臻鐳科技
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海格通信

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2022-07-20 22:14:18

公元股份，低估值基建+光伏

投資建議：公(gong)(gong)司(si)作為(wei)(wei)塑管行業(ye)(ye)龍頭(tou)企業(ye)(ye)，產能持續(xu)穩步擴張，銷售渠道(dao)加速下沉(chen)，工程(cheng)、地產業(ye)(ye)務有望持續(xu)發力，同(tong)時，降本增(zeng)效的持續(xu)推進也(ye)為(wei)(wei)后續(xu)盈利釋放提供堅實保障。由于公(gong)(gong)司(si)Q2階(jie)段性受(shou)疫情及成本影響(xiang)，我們下調(diao)(diao)公(gong)(gong)司(si)22-23年(nian)收入預測至100/122億(yi)(yi)（原(yuan)值(zhi)105/122億(yi)(yi)），下調(diao)(diao)歸母凈利預測至6.1/9.1億(yi)(yi)（原(yuan)值(zhi)7.4/9.1億(yi)(yi)），對應當前股(gu)價PE為(wei)(wei)9/6倍，維持“買入”評級。

［中泰證券：買入］減值影響拖累業績 原料跌價支持盈利改善 事件：公司發布公告，預計22H1實現歸母凈利潤0.5-0.8億，同比下降70%-80%；預計實現扣非歸母凈利潤0.4-0... - 雪球

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2022-07-03 17:46:09

江蘇哈工智能機器(qi)人股份有限公司

@韭菜炒鹵蛋：哈工智能：工業機器人+醫療機器人板塊的小巨人

2022世界機器人大會將于8月18日-22日在北京舉辦，本屆大會包括論壇、博覽會、機器人大賽等活動。另外，作為全球首臺自適應機器人的原創者，非夕科技已于近期完成近億美元B+輪融資，融后估值達到獨角獸級別。周末最新消息：別看五部門說了這么多，其實重點還是在于“智能制造”，就是機器人。先來說一下機器人市

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2022-06-19 17:54:06

康達新材能否實(shi)現反轉(zhuan)？摘要：國資背景，風電軍工雙賽道，有(you)望困境反轉(zhuan)，價(jia)值重估&

康達新材邏輯

康達新材能否實現反轉？ 摘要：國資背景，風電軍工雙賽道，有望困境反轉，價值重估 ——————————————全網首發，老鐵們久等了 基本面分析 ... - 雪球

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康達新材

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又是要昵稱

2022-01-12 12:37:05

補漲邏輯，看今天(tian)能不能漲停

@鐵頭韭：華納藥廠：集新冠藥、中藥、幽門螺旋桿菌于一體的低位科創板

新冠藥：公司裸花紫珠分散片在抗菌方面具有顯著療效，可替代部分抗生素使用，可用于新型冠狀病毒感染肺炎合并細菌感染的患者，減少抗生素耐藥；吸入用乙酰半胱氨酸溶液對出現咳嗽、呼吸困難等呼吸道感染癥狀的患者具有重要作用。上述兩個品種均入選浙江省臨時性掛網采購的新型冠狀病毒感染肺炎診療有關藥品目錄。

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2022-01-09 11:06:45

邏輯(ji)不錯的(de)

@鐵頭韭：塞力醫療：布局多條黃金黃金賽道低估的醫藥新星即將騰飛

2021年11月19日，國家醫保局印發《DRG/DIP支付方式改革三年行動計劃》（。《三年行動計劃》的頒布實施，標志著經過三年試點并取得初步成效之后，正式吹響了全面推行以DRG/DIP為重點的醫保支付方式的行動號角，同時也描繪了一幅未來三年醫保支付方式改革推進的路線圖。《三年行動計劃》規定，“統籌地

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2022-01-05 00:06:29

易聯眾

@我是猛爺：龍頭打出高度，板塊待補漲！！！

DRG全稱Diagnosis Related GroupsDRG是當今世界公認的比較先進的支付方式之一，稱為疾病診斷相關分組，是專門用于醫療保險預付款制度的分類編碼標準，它是一種相似或者相近的病例組合分類方法。根據病人的“年齡、性別、住院天數、臨床診斷天數、臨床診斷、病癥、手術、疾病嚴重程度，合并癥

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2021-09-15 23:51:07

盛(sheng)新鋰能

@不騎大象上班：盛新鋰能調研紀要

基本情況：公司于2008年上市，以前主要做人造板材業務，從16年開始切入到新能源材料領域。去年原有的人造板業務全部剝離，目前是一個比較純正的做鋰的公司。主營業務：公司目前的主要業務包括鋰礦采選、鋰鹽和金屬鋰的生產，業務目前主要集中在四川。另外公司還有少部分的林木業務，后續會適時地剝離出去。

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2021-09-15 23:43:37

電解(jie)液

@不騎大象上班：紀要｜如何看當前的電解液行業

電解液是鋰電池四大關鍵材料之一，成本、技術及先發優勢構筑核心壁壘。電解質是鋰離子遷移和電荷傳遞的介質，通常由鋰鹽溶質、高純度有機溶劑、和必要添加劑在一定條件下按特定比例配置而成，是鋰電池獲得高電壓、高比能等優點的保證。鋰鹽、溶劑和添加劑在電解液中的質量占比分別為10%~12%、80%-85%、3%

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2021-07-27 21:47:23

好(hao)貼

@我的金毛是弱智：光伏產業鏈掃盲以及個股歸類

看完就入門。

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2021-07-22 00:05:58

光伏(fu)

@聽風的韭菜：【中泰電新】光伏：產業鏈博弈或結束，大級別行情開啟！

【中泰電新蘇晨團隊】光伏：光伏板塊大漲，產業鏈博弈或結束，大級別行情開啟！7月21日，隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲，此前國內硅料、硅片等價格進入緩行期間，6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂，產業鏈動態博弈或趨于結束。底

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又(you)是(shi)要(yao)昵稱(cheng)

2021-07-22 00:05:51

光(guang)伏

@聽風的韭菜：【中泰電新】光伏：產業鏈博弈或結束，大級別行情開啟！

【中泰電新蘇晨團隊】光伏：光伏板塊大漲，產業鏈博弈或結束，大級別行情開啟！7月21日，隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲，此前國內硅料、硅片等價格進入緩行期間，6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂，產業鏈動態博弈或趨于結束。底

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2021-07-18 11:55:09

氫能(neng)

@快槍手：氫能產業鏈及概念股全解析（更新中）

國新辦7月16日下午就2021年上半年中央企業經濟運行情況舉行新聞發布會。國務院國資委秘書長、新聞發言人彭華崗介紹，超過三分之一的中央企業已經在制定包括制氫、儲氫、加氫、用氫等全產業鏈布局，取得了一批技術研發和示范應用成果。彭華崗介紹，對于碳達峰、碳中和行動，國資委高度重視，正在積極研究

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前往

頁

又是要昵稱

2023-10-09 11:33:26

最近(jin)節奏不錯，繼續保(bao)持(chi)

精倫電子2板(ban)上車，今天鎖定。光弘科(ke)技持(chi)續跟蹤吃兩波(bo)(bo)，菲菱科(ke)思(si)持(chi)續跟蹤也吃了兩波(bo)(bo)。減肥藥今天新(xin)上車昊帆生物。繼(ji)9月大肉，10月以開門(men)紅(hong)10+開局(ju)，希望節奏繼(ji)續保持(chi)。湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)

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*ST精倫
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光弘科技
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菲菱科思
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昊帆生物

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0

0

0.53
又是要昵稱

2023-04-12 21:41:24

【深度·天(tian)風電子】工業富聯：AI算力新時代(dai)，AI服務器龍頭有望迎(ying)來高速成長期

深(shen)度·天(tian)風電(dian)子】工業富聯：AI算(suan)力新時代，AI服(fu)務(wu)器龍頭有(you)(you)望迎來高速成長期原創天(tian)風電(dian)子潘暕團隊維持(chi)23年(nian)253億(yi)(yi)(yi)歸(gui)母(mu)凈(jing)利(li)潤的盈(ying)利(li)預測，將(jiang)24年(nian)歸(gui)母(mu)凈(jing)利(li)潤由(you)272億(yi)(yi)(yi)上調至317億(yi)(yi)(yi)，將(jiang)25年(nian)歸(gui)母(mu)凈(jing)利(li)潤由(you)291億(yi)(yi)(yi)上調至396億(yi)(yi)(yi)。調整的主要原因是我們認為公司(si)主營業務(wu)通信網絡設(she)備、云服(fu)務(wu)設(she)備充分受益于AI應(ying)用驅動的算(suan)力建設(she)景氣(qi)周期，相關行(xing)業整體趨勢向(xiang)好，未來仍有(you)(you)較(jiao)大的增長空間。綜合考慮(lv)，給予公司(si)38.4元/股的目標價，對(dui)應(ying)23年(nian)30倍估(gu)值(zhi)，維持(chi)“買入”評級。

【深度·天風電子】工業富聯：AI算力新時代，AI服務器龍頭有望迎來高速成長期

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工業富聯
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浪潮信息
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烽火通信

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0

2

0.57
又是要昵稱

2022-09-04 13:47:07

轉(zhuan)天風通信

【天(tian)風通(tong)信(xin)(xin)】華為Mate 50 短報文(wen)通(tong)信(xin)(xin)事(shi)(shi)件(jian)點評&衛(wei)(wei)星(xing)產(chan)業更新(xin) 事(shi)(shi)件(jian)：華為Mate 50系列將(jiang)(jiang)(jiang)有(you)望搭(da)載國內首顆手(shou)(shou)(shou)機(ji)北(bei)斗短報文(wen)通(tong)信(xin)(xin)射(she)頻基(ji)帶一體(ti)化芯片(pian)，同樣(yang)將(jiang)(jiang)(jiang)實現(xian)大眾(zhong)智能手(shou)(shou)(shou)機(ji)衛(wei)(wei)星(xing)通(tong)信(xin)(xin)能力(li)。我們于8月9日-8月12日國防信(xin)(xin)息&空天(tian)信(xin)(xin)息電話會(hui)議(yi)，重點提(ti)示(shi)通(tong)導遙板塊投資(zi)機(ji)會(hui)！除了(le)本次手(shou)(shou)(shou)機(ji)短報文(wen)通(tong)信(xin)(xin)技(ji)術(shu)變革外，我們預判我國低(di)軌衛(wei)(wei)星(xing)&北(bei)斗導航&遙感衛(wei)(wei)星(xing)及應(ying)用三大領域都將(jiang)(jiang)(jiang)會(hui)陸續迎來新(xin)的發展階段。 1、華為mate主要(yao)依托(tuo)北(bei)斗短報文(wen)，非(fei)手(shou)(shou)(shou)機(ji)直連衛(wei)(wei)星(xing)技(ji)術(shu)：由于衛(wei)(wei)星(xing)通(tong)信(xin)(xin)頻率(lv)差異、手(shou)(shou)(shou)機(ji)功率(lv)低(di)、鏈路距(ju)離遠等(deng)制約(yue)，傳統

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電科芯片
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華測導航
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*ST鋮昌
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臻鐳科技
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海格通信

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6

5

5.16
又是要(yao)昵稱(cheng)

2022-07-20 22:14:18

公元股份(fen)，低估(gu)值基建+光(guang)伏

投資建議：公司作為塑(su)管行業(ye)(ye)龍頭企業(ye)(ye)，產(chan)能持(chi)續穩步(bu)擴張，銷售渠道加(jia)速下沉，工程、地產(chan)業(ye)(ye)務有望持(chi)續發力，同時(shi)，降本(ben)增效的(de)持(chi)續推進也為后續盈利釋放提供(gong)堅實保障。由于公司Q2階段性受疫(yi)情及成本(ben)影(ying)響，我們下調公司22-23年(nian)收入預測(ce)至100/122億(yi)(yi)（原(yuan)值105/122億(yi)(yi)），下調歸母凈利預測(ce)至6.1/9.1億(yi)(yi)（原(yuan)值7.4/9.1億(yi)(yi)），對應當(dang)前(qian)股價PE為9/6倍，維(wei)持(chi)“買入”評(ping)級。

［中泰證券：買入］減值影響拖累業績 原料跌價支持盈利改善 事件：公司發布公告，預計22H1實現歸母凈利潤0.5-0.8億，同比下降70%-80%；預計實現扣非歸母凈利潤0.4-0... - 雪球

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2022-07-03 17:46:09

江蘇哈工智能(neng)機(ji)器人(ren)股份有限公司

@韭菜炒鹵蛋：哈工智能：工業機器人+醫療機器人板塊的小巨人

2022世界機器人大會將于8月18日-22日在北京舉辦，本屆大會包括論壇、博覽會、機器人大賽等活動。另外，作為全球首臺自適應機器人的原創者，非夕科技已于近期完成近億美元B+輪融資，融后估值達到獨角獸級別。周末最新消息：別看五部門說了這么多，其實重點還是在于“智能制造”，就是機器人。先來說一下機器人市

49 贊同-53 評論

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2022-06-19 17:54:06

康達新材能否(fou)實現反(fan)轉(zhuan)？摘要：國資背景，風電軍工雙(shuang)賽道，有望困(kun)境(jing)反(fan)轉(zhuan)，價值(zhi)重估&

康達新材邏輯

康達新材能否實現反轉？ 摘要：國資背景，風電軍工雙賽道，有望困境反轉，價值重估 ——————————————全網首發，老鐵們久等了 基本面分析 ... - 雪球

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2022-01-12 12:37:05

補漲邏輯，看今天能不能漲停

@鐵頭韭：華納藥廠：集新冠藥、中藥、幽門螺旋桿菌于一體的低位科創板

新冠藥：公司裸花紫珠分散片在抗菌方面具有顯著療效，可替代部分抗生素使用，可用于新型冠狀病毒感染肺炎合并細菌感染的患者，減少抗生素耐藥；吸入用乙酰半胱氨酸溶液對出現咳嗽、呼吸困難等呼吸道感染癥狀的患者具有重要作用。上述兩個品種均入選浙江省臨時性掛網采購的新型冠狀病毒感染肺炎診療有關藥品目錄。

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2022-01-09 11:06:45

邏輯不錯的

@鐵頭韭：塞力醫療：布局多條黃金黃金賽道低估的醫藥新星即將騰飛

2021年11月19日，國家醫保局印發《DRG/DIP支付方式改革三年行動計劃》（。《三年行動計劃》的頒布實施，標志著經過三年試點并取得初步成效之后，正式吹響了全面推行以DRG/DIP為重點的醫保支付方式的行動號角，同時也描繪了一幅未來三年醫保支付方式改革推進的路線圖。《三年行動計劃》規定，“統籌地

66 贊同-42 評論

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2022-01-05 00:06:29

易聯眾

@我是猛爺：龍頭打出高度，板塊待補漲！！！

DRG全稱Diagnosis Related GroupsDRG是當今世界公認的比較先進的支付方式之一，稱為疾病診斷相關分組，是專門用于醫療保險預付款制度的分類編碼標準，它是一種相似或者相近的病例組合分類方法。根據病人的“年齡、性別、住院天數、臨床診斷天數、臨床診斷、病癥、手術、疾病嚴重程度，合并癥

78 贊同-48 評論

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2021-09-15 23:51:07

盛新鋰能(neng)

@不騎大象上班：盛新鋰能調研紀要

基本情況：公司于2008年上市，以前主要做人造板材業務，從16年開始切入到新能源材料領域。去年原有的人造板業務全部剝離，目前是一個比較純正的做鋰的公司。主營業務：公司目前的主要業務包括鋰礦采選、鋰鹽和金屬鋰的生產，業務目前主要集中在四川。另外公司還有少部分的林木業務，后續會適時地剝離出去。

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2021-09-15 23:43:37

電解液

@不騎大象上班：紀要｜如何看當前的電解液行業

電解液是鋰電池四大關鍵材料之一，成本、技術及先發優勢構筑核心壁壘。電解質是鋰離子遷移和電荷傳遞的介質，通常由鋰鹽溶質、高純度有機溶劑、和必要添加劑在一定條件下按特定比例配置而成，是鋰電池獲得高電壓、高比能等優點的保證。鋰鹽、溶劑和添加劑在電解液中的質量占比分別為10%~12%、80%-85%、3%

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2021-07-27 21:47:23

好(hao)貼

@我的金毛是弱智：光伏產業鏈掃盲以及個股歸類

看完就入門。

223 贊同-122 評論

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2021-07-22 00:05:58

光伏

@聽風的韭菜：【中泰電新】光伏：產業鏈博弈或結束，大級別行情開啟！

【中泰電新蘇晨團隊】光伏：光伏板塊大漲，產業鏈博弈或結束，大級別行情開啟！7月21日，隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲，此前國內硅料、硅片等價格進入緩行期間，6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂，產業鏈動態博弈或趨于結束。底

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2021-07-22 00:05:51

光伏

@聽風的韭菜：【中泰電新】光伏：產業鏈博弈或結束，大級別行情開啟！

【中泰電新蘇晨團隊】光伏：光伏板塊大漲，產業鏈博弈或結束，大級別行情開啟！7月21日，隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲，此前國內硅料、硅片等價格進入緩行期間，6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂，產業鏈動態博弈或趨于結束。底

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2021-07-18 11:55:09

氫能

@快槍手：氫能產業鏈及概念股全解析（更新中）

國新辦7月16日下午就2021年上半年中央企業經濟運行情況舉行新聞發布會。國務院國資委秘書長、新聞發言人彭華崗介紹，超過三分之一的中央企業已經在制定包括制氫、儲氫、加氫、用氫等全產業鏈布局，取得了一批技術研發和示范應用成果。彭華崗介紹，對于碳達峰、碳中和行動，國資委高度重視，正在積極研究

118 贊同-129 評論

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前往

頁

又(you)是要昵稱(cheng)

2023-10-09 11:33:26

最近節奏不錯，繼續保持

精倫電子2板(ban)上車(che)，今天鎖定。光弘科(ke)技持續跟蹤吃兩波，菲菱科(ke)思(si)持續跟蹤也吃了(le)兩波。減(jian)肥藥今天新上車(che)昊帆(fan)生物。繼(ji)9月(yue)(yue)大肉，10月(yue)(yue)以(yi)開門紅10+開局，希望節奏繼(ji)續保持。湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)

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昊帆生物

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2023-04-12 21:41:24

【深度·天風(feng)電子】工業富聯：AI算力新時(shi)代，AI服務器龍頭(tou)有望(wang)迎來(lai)高速(su)成(cheng)長期

深度·天風電(dian)子(zi)】工業(ye)富(fu)聯：AI算(suan)力新時代，AI服務(wu)器龍頭有望迎來高速成長(chang)期(qi) 原創天風電(dian)子(zi)潘暕團隊維持23年253億(yi)歸母(mu)(mu)凈(jing)利潤的盈利預測(ce)，將24年歸母(mu)(mu)凈(jing)利潤由(you)272億(yi)上調(diao)至317億(yi)，將25年歸母(mu)(mu)凈(jing)利潤由(you)291億(yi)上調(diao)至396億(yi)。調(diao)整(zheng)的主(zhu)要原因是我們認(ren)為(wei)公司(si)主(zhu)營業(ye)務(wu)通信網絡設(she)備、云(yun)服務(wu)設(she)備充分受益于AI應用驅(qu)動的算(suan)力建設(she)景(jing)氣周期(qi)，相關行業(ye)整(zheng)體趨勢向好，未(wei)來仍有較大的增長(chang)空間。綜合考慮，給予公司(si)38.4元/股的目(mu)標價，對應23年30倍(bei)估值，維持“買入”評級。

【深度·天風電子】工業富聯：AI算力新時代，AI服務器龍頭有望迎來高速成長期

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2022-09-04 13:47:07

轉天(tian)風(feng)通信

【天風通信(xin)(xin)】華(hua)為(wei)Mate 50 短報文(wen)(wen)通信(xin)(xin)事件(jian)點評&衛(wei)(wei)星(xing)產業更新(xin) 事件(jian)：華(hua)為(wei)Mate 50系(xi)列將有望搭載國內首顆(ke)手(shou)機(ji)北斗短報文(wen)(wen)通信(xin)(xin)射頻基帶一體(ti)化芯片(pian)，同樣將實(shi)現大眾(zhong)智能手(shou)機(ji)衛(wei)(wei)星(xing)通信(xin)(xin)能力。我(wo)們于8月9日(ri)-8月12日(ri)國防信(xin)(xin)息(xi)&空天信(xin)(xin)息(xi)電(dian)話會議，重點提示通導(dao)遙板(ban)塊投資機(ji)會！除了本(ben)次(ci)手(shou)機(ji)短報文(wen)(wen)通信(xin)(xin)技術變(bian)革(ge)外，我(wo)們預判我(wo)國低(di)軌衛(wei)(wei)星(xing)&北斗導(dao)航&遙感衛(wei)(wei)星(xing)及應(ying)用三大領域(yu)都(dou)將會陸(lu)續(xu)迎來新(xin)的(de)發(fa)展階段。 1、華(hua)為(wei)mate主(zhu)要依托(tuo)北斗短報文(wen)(wen)，非手(shou)機(ji)直(zhi)連(lian)衛(wei)(wei)星(xing)技術：由(you)于衛(wei)(wei)星(xing)通信(xin)(xin)頻率(lv)差異、手(shou)機(ji)功率(lv)低(di)、鏈(lian)路距離遠等制(zhi)約，傳(chuan)統

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2022-07-20 22:14:18

公元股份，低估(gu)值基建(jian)+光伏(fu)

投(tou)資建議：公(gong)司作為(wei)塑管行業(ye)龍頭企業(ye)，產能持(chi)續(xu)穩步擴張(zhang)，銷售渠道(dao)加速下(xia)沉，工程(cheng)、地(di)產業(ye)務(wu)有望(wang)持(chi)續(xu)發力，同時，降本增(zeng)效的持(chi)續(xu)推進(jin)也為(wei)后續(xu)盈利(li)釋放(fang)提供堅實(shi)保障(zhang)。由于公(gong)司Q2階段性受疫(yi)情及成本影響，我(wo)們下(xia)調公(gong)司22-23年收入預測(ce)至(zhi)100/122億（原(yuan)值105/122億），下(xia)調歸(gui)母凈利(li)預測(ce)至(zhi)6.1/9.1億（原(yuan)值7.4/9.1億），對應當前股價(jia)PE為(wei)9/6倍，維持(chi)“買入”評級(ji)。

［中泰證券：買入］減值影響拖累業績 原料跌價支持盈利改善 事件：公司發布公告，預計22H1實現歸母凈利潤0.5-0.8億，同比下降70%-80%；預計實現扣非歸母凈利潤0.4-0... - 雪球

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2022-07-03 17:46:09

江蘇哈工智能機器人股份有限公司(si)

@韭菜炒鹵蛋：哈工智能：工業機器人+醫療機器人板塊的小巨人

2022世界機器人大會將于8月18日-22日在北京舉辦，本屆大會包括論壇、博覽會、機器人大賽等活動。另外，作為全球首臺自適應機器人的原創者，非夕科技已于近期完成近億美元B+輪融資，融后估值達到獨角獸級別。周末最新消息：別看五部門說了這么多，其實重點還是在于“智能制造”，就是機器人。先來說一下機器人市

49 贊同-53 評論

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2022-06-19 17:54:06

康(kang)達新材能否(fou)實現反轉？摘(zhai)要：國資背(bei)景，風電軍(jun)工雙賽道，有望困境反轉，價值重(zhong)估(gu)&

康達新材(cai)邏輯

康達新材能否實現反轉？ 摘要：國資背景，風電軍工雙賽道，有望困境反轉，價值重估 ——————————————全網首發，老鐵們久等了 基本面分析 ... - 雪球

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2022-01-12 12:37:05

補漲邏(luo)輯(ji)，看今(jin)天能不能漲停

@鐵頭韭：華納藥廠：集新冠藥、中藥、幽門螺旋桿菌于一體的低位科創板

新冠藥：公司裸花紫珠分散片在抗菌方面具有顯著療效，可替代部分抗生素使用，可用于新型冠狀病毒感染肺炎合并細菌感染的患者，減少抗生素耐藥；吸入用乙酰半胱氨酸溶液對出現咳嗽、呼吸困難等呼吸道感染癥狀的患者具有重要作用。上述兩個品種均入選浙江省臨時性掛網采購的新型冠狀病毒感染肺炎診療有關藥品目錄。

3 贊同-3 評論

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又是要昵稱

2022-01-09 11:06:45

邏輯(ji)不錯的

@鐵頭韭：塞力醫療：布局多條黃金黃金賽道低估的醫藥新星即將騰飛

2021年11月19日，國家醫保局印發《DRG/DIP支付方式改革三年行動計劃》（。《三年行動計劃》的頒布實施，標志著經過三年試點并取得初步成效之后，正式吹響了全面推行以DRG/DIP為重點的醫保支付方式的行動號角，同時也描繪了一幅未來三年醫保支付方式改革推進的路線圖。《三年行動計劃》規定，“統籌地

66 贊同-42 評論

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又是要昵稱

2022-01-05 00:06:29

易聯(lian)眾

@我是猛爺：龍頭打出高度，板塊待補漲！！！

DRG全稱Diagnosis Related GroupsDRG是當今世界公認的比較先進的支付方式之一，稱為疾病診斷相關分組，是專門用于醫療保險預付款制度的分類編碼標準，它是一種相似或者相近的病例組合分類方法。根據病人的“年齡、性別、住院天數、臨床診斷天數、臨床診斷、病癥、手術、疾病嚴重程度，合并癥

78 贊同-48 評論

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又(you)是要昵稱

2021-09-15 23:51:07

盛新鋰能

@不騎大象上班：盛新鋰能調研紀要

基本情況：公司于2008年上市，以前主要做人造板材業務，從16年開始切入到新能源材料領域。去年原有的人造板業務全部剝離，目前是一個比較純正的做鋰的公司。主營業務：公司目前的主要業務包括鋰礦采選、鋰鹽和金屬鋰的生產，業務目前主要集中在四川。另外公司還有少部分的林木業務，后續會適時地剝離出去。

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又是要昵稱(cheng)

2021-09-15 23:43:37

電解液(ye)

@不騎大象上班：紀要｜如何看當前的電解液行業

電解液是鋰電池四大關鍵材料之一，成本、技術及先發優勢構筑核心壁壘。電解質是鋰離子遷移和電荷傳遞的介質，通常由鋰鹽溶質、高純度有機溶劑、和必要添加劑在一定條件下按特定比例配置而成，是鋰電池獲得高電壓、高比能等優點的保證。鋰鹽、溶劑和添加劑在電解液中的質量占比分別為10%~12%、80%-85%、3%

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又是要昵(ni)稱

2021-07-27 21:47:23

好貼

@我的金毛是弱智：光伏產業鏈掃盲以及個股歸類

看完就入門。

223 贊同-122 評論

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又(you)是(shi)要昵稱

2021-07-22 00:05:58

光伏

@聽風的韭菜：【中泰電新】光伏：產業鏈博弈或結束，大級別行情開啟！

【中泰電新蘇晨團隊】光伏：光伏板塊大漲，產業鏈博弈或結束，大級別行情開啟！7月21日，隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲，此前國內硅料、硅片等價格進入緩行期間，6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂，產業鏈動態博弈或趨于結束。底

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又是要昵(ni)稱

2021-07-22 00:05:51

光伏

@聽風的韭菜：【中泰電新】光伏：產業鏈博弈或結束，大級別行情開啟！

【中泰電新蘇晨團隊】光伏：光伏板塊大漲，產業鏈博弈或結束，大級別行情開啟！7月21日，隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲，此前國內硅料、硅片等價格進入緩行期間，6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂，產業鏈動態博弈或趨于結束。底

26 贊同-28 評論

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又是要昵(ni)稱

2021-07-18 11:55:09

氫能(neng)

@快槍手：氫能產業鏈及概念股全解析（更新中）

國新辦7月16日下午就2021年上半年中央企業經濟運行情況舉行新聞發布會。國務院國資委秘書長、新聞發言人彭華崗介紹，超過三分之一的中央企業已經在制定包括制氫、儲氫、加氫、用氫等全產業鏈布局，取得了一批技術研發和示范應用成果。彭華崗介紹，對于碳達峰、碳中和行動，國資委高度重視，正在積極研究

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前往

頁

又是要(yao)昵稱

2023-10-09 11:33:26

最近節奏不錯，繼續保持

精倫(lun)電子(zi)2板上(shang)車，今天鎖(suo)定。光(guang)弘科技持續跟(gen)蹤吃(chi)兩(liang)波，菲菱科思持續跟(gen)蹤也吃(chi)了兩(liang)波。減肥藥(yao)今天新上(shang)車昊帆生物。繼9月(yue)大肉，10月(yue)以開(kai)門紅(hong)10+開(kai)局(ju)，希望節奏繼續保持。湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)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)

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*ST精倫
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光弘科技
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菲菱科思
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昊帆生物

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0.53
又是要昵稱

2023-04-12 21:41:24

【深(shen)度·天風(feng)電子】工業富聯：AI算力新時代，AI服務器龍頭(tou)有望(wang)迎來高速成長(chang)期

深度·天風電(dian)子】工業(ye)富聯：AI算(suan)力新時代(dai)，AI服務器龍頭有望迎來高速成長期(qi) 原(yuan)創天風電(dian)子潘暕團隊(dui) 維持(chi)23年253億(yi)歸母凈(jing)(jing)利(li)潤的盈利(li)預測，將(jiang)24年歸母凈(jing)(jing)利(li)潤由272億(yi)上(shang)(shang)調(diao)至317億(yi)，將(jiang)25年歸母凈(jing)(jing)利(li)潤由291億(yi)上(shang)(shang)調(diao)至396億(yi)。調(diao)整的主要原(yuan)因是(shi)我們認為公司(si)主營(ying)業(ye)務通信網絡設備、云服務設備充分受(shou)益于AI應用驅動(dong)的算(suan)力建設景氣周期(qi)，相關行業(ye)整體趨勢向好，未來仍有較大的增(zeng)長空間。綜(zong)合考慮(lv)，給予公司(si)38.4元/股的目標(biao)價，對應23年30倍(bei)估(gu)值，維持(chi)“買入”評(ping)級(ji)。

【深度·天風電子】工業富聯：AI算力新時代，AI服務器龍頭有望迎來高速成長期

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工業富聯
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浪潮信息
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烽火通信

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0.57
又是要(yao)昵稱

2022-09-04 13:47:07

轉天風通信

【天風通(tong)信】華(hua)為Mate 50 短(duan)報(bao)文(wen)(wen)通(tong)信事件(jian)點(dian)評&衛(wei)(wei)星(xing)產業(ye)更新事件(jian)：華(hua)為Mate 50系列將(jiang)有望(wang)搭(da)載國(guo)內(nei)首顆(ke)手(shou)(shou)機(ji)(ji)北斗(dou)短(duan)報(bao)文(wen)(wen)通(tong)信射(she)頻基帶一體化芯片(pian)，同樣將(jiang)實現(xian)大(da)眾智能手(shou)(shou)機(ji)(ji)衛(wei)(wei)星(xing)通(tong)信能力。我(wo)們于(yu)(yu)8月9日-8月12日國(guo)防信息&空天信息電話會(hui)議，重點(dian)提示通(tong)導(dao)遙板塊投資機(ji)(ji)會(hui)！除了(le)本(ben)次手(shou)(shou)機(ji)(ji)短(duan)報(bao)文(wen)(wen)通(tong)信技術變革外，我(wo)們預判(pan)我(wo)國(guo)低(di)軌衛(wei)(wei)星(xing)&北斗(dou)導(dao)航(hang)&遙感衛(wei)(wei)星(xing)及(ji)應(ying)用三大(da)領域(yu)都將(jiang)會(hui)陸續迎來新的發展(zhan)階(jie)段。 1、華(hua)為mate主要依(yi)托北斗(dou)短(duan)報(bao)文(wen)(wen)，非手(shou)(shou)機(ji)(ji)直連(lian)衛(wei)(wei)星(xing)技術：由(you)于(yu)(yu)衛(wei)(wei)星(xing)通(tong)信頻率差異、手(shou)(shou)機(ji)(ji)功率低(di)、鏈路距離(li)遠等制約，傳統

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電科芯片
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華測導航
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*ST鋮昌
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臻鐳科技
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海格通信

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5.16
又是要昵稱(cheng)

2022-07-20 22:14:18

公元股(gu)份，低估值基建+光伏

投資建議：公(gong)(gong)司作為塑管行(xing)業(ye)龍(long)頭企業(ye)，產能(neng)持(chi)(chi)續(xu)穩步(bu)擴(kuo)張，銷售渠道(dao)加速下沉，工程、地產業(ye)務有(you)望持(chi)(chi)續(xu)發力，同時，降本增(zeng)效的持(chi)(chi)續(xu)推進也(ye)為后續(xu)盈利(li)釋(shi)放提供(gong)堅實保障。由于公(gong)(gong)司Q2階段性受疫情及(ji)成本影響，我們(men)下調公(gong)(gong)司22-23年收入預測至100/122億（原(yuan)值(zhi)105/122億），下調歸母凈利(li)預測至6.1/9.1億（原(yuan)值(zhi)7.4/9.1億），對(dui)應(ying)當前股價PE為9/6倍，維持(chi)(chi)“買入”評級。

［中泰證券：買入］減值影響拖累業績 原料跌價支持盈利改善 事件：公司發布公告，預計22H1實現歸母凈利潤0.5-0.8億，同比下降70%-80%；預計實現扣非歸母凈利潤0.4-0... - 雪球

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2022-07-03 17:46:09

江蘇(su)哈工智能(neng)機器人股份有(you)限公司

@韭菜炒鹵蛋：哈工智能：工業機器人+醫療機器人板塊的小巨人

2022世界機器人大會將于8月18日-22日在北京舉辦，本屆大會包括論壇、博覽會、機器人大賽等活動。另外，作為全球首臺自適應機器人的原創者，非夕科技已于近期完成近億美元B+輪融資，融后估值達到獨角獸級別。周末最新消息：別看五部門說了這么多，其實重點還是在于“智能制造”，就是機器人。先來說一下機器人市

49 贊同-53 評論

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2022-06-19 17:54:06

康達新材能(neng)否實現(xian)反轉？摘要：國資背景，風電軍工雙賽道，有望困境(jing)反轉，價值重估(gu)&

康達新材邏(luo)輯

康達新材能否實現反轉？ 摘要：國資背景，風電軍工雙賽道，有望困境反轉，價值重估 ——————————————全網首發，老鐵們久等了 基本面分析 ... - 雪球

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2022-01-12 12:37:05

補漲(zhang)邏輯，看今天能(neng)不能(neng)漲(zhang)停(ting)

@鐵頭韭：華納藥廠：集新冠藥、中藥、幽門螺旋桿菌于一體的低位科創板

新冠藥：公司裸花紫珠分散片在抗菌方面具有顯著療效，可替代部分抗生素使用，可用于新型冠狀病毒感染肺炎合并細菌感染的患者，減少抗生素耐藥；吸入用乙酰半胱氨酸溶液對出現咳嗽、呼吸困難等呼吸道感染癥狀的患者具有重要作用。上述兩個品種均入選浙江省臨時性掛網采購的新型冠狀病毒感染肺炎診療有關藥品目錄。

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2022-01-09 11:06:45

邏(luo)輯不(bu)錯的(de)

@鐵頭韭：塞力醫療：布局多條黃金黃金賽道低估的醫藥新星即將騰飛

2021年11月19日，國家醫保局印發《DRG/DIP支付方式改革三年行動計劃》（。《三年行動計劃》的頒布實施，標志著經過三年試點并取得初步成效之后，正式吹響了全面推行以DRG/DIP為重點的醫保支付方式的行動號角，同時也描繪了一幅未來三年醫保支付方式改革推進的路線圖。《三年行動計劃》規定，“統籌地

66 贊同-42 評論

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2022-01-05 00:06:29

易(yi)聯眾

@我是猛爺：龍頭打出高度，板塊待補漲！！！

DRG全稱Diagnosis Related GroupsDRG是當今世界公認的比較先進的支付方式之一，稱為疾病診斷相關分組，是專門用于醫療保險預付款制度的分類編碼標準，它是一種相似或者相近的病例組合分類方法。根據病人的“年齡、性別、住院天數、臨床診斷天數、臨床診斷、病癥、手術、疾病嚴重程度，合并癥

78 贊同-48 評論

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2021-09-15 23:51:07

盛新鋰能

@不騎大象上班：盛新鋰能調研紀要

基本情況：公司于2008年上市，以前主要做人造板材業務，從16年開始切入到新能源材料領域。去年原有的人造板業務全部剝離，目前是一個比較純正的做鋰的公司。主營業務：公司目前的主要業務包括鋰礦采選、鋰鹽和金屬鋰的生產，業務目前主要集中在四川。另外公司還有少部分的林木業務，后續會適時地剝離出去。

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2021-09-15 23:43:37

電解液

@不騎大象上班：紀要｜如何看當前的電解液行業

電解液是鋰電池四大關鍵材料之一，成本、技術及先發優勢構筑核心壁壘。電解質是鋰離子遷移和電荷傳遞的介質，通常由鋰鹽溶質、高純度有機溶劑、和必要添加劑在一定條件下按特定比例配置而成，是鋰電池獲得高電壓、高比能等優點的保證。鋰鹽、溶劑和添加劑在電解液中的質量占比分別為10%~12%、80%-85%、3%

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2021-07-27 21:47:23

好貼(tie)

@我的金毛是弱智：光伏產業鏈掃盲以及個股歸類

看完就入門。

223 贊同-122 評論

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2021-07-22 00:05:58

光伏(fu)

@聽風的韭菜：【中泰電新】光伏：產業鏈博弈或結束，大級別行情開啟！

【中泰電新蘇晨團隊】光伏：光伏板塊大漲，產業鏈博弈或結束，大級別行情開啟！7月21日，隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲，此前國內硅料、硅片等價格進入緩行期間，6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂，產業鏈動態博弈或趨于結束。底

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2021-07-22 00:05:51

光(guang)伏

@聽風的韭菜：【中泰電新】光伏：產業鏈博弈或結束，大級別行情開啟！

【中泰電新蘇晨團隊】光伏：光伏板塊大漲，產業鏈博弈或結束，大級別行情開啟！7月21日，隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲，此前國內硅料、硅片等價格進入緩行期間，6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂，產業鏈動態博弈或趨于結束。底

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2021-07-18 11:55:09

氫能(neng)

@快槍手：氫能產業鏈及概念股全解析（更新中）

國新辦7月16日下午就2021年上半年中央企業經濟運行情況舉行新聞發布會。國務院國資委秘書長、新聞發言人彭華崗介紹，超過三分之一的中央企業已經在制定包括制氫、儲氫、加氫、用氫等全產業鏈布局，取得了一批技術研發和示范應用成果。彭華崗介紹，對于碳達峰、碳中和行動，國資委高度重視，正在積極研究

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前往

頁

又是(shi)要昵稱

2023-10-09 11:33:26

最近節奏不錯(cuo)，繼續保持(chi)

精(jing)倫電子2板(ban)上車(che)，今天(tian)鎖定。光弘科技持續跟(gen)蹤吃兩(liang)波，菲(fei)菱(ling)科思持續跟(gen)蹤也吃了兩(liang)波。減(jian)肥藥今天(tian)新(xin)上車(che)昊帆生物。繼(ji)9月大肉，10月以(yi)開門紅10+開局，希望節(jie)奏繼(ji)續保持。湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)(cou)字(zi)(zi)(zi)(zi)(zi)(zi)(zi)(zi)數(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)(shu)湊(cou)(cou)(cou)(co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昊帆生物

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2023-04-12 21:41:24

【深度(du)·天風(feng)電子】工業富聯(lian)：AI算力新(xin)時代，AI服務器龍頭有望(wang)迎(ying)來高(gao)速(su)成長(chang)期(qi)

深度·天風電子(zi)】工(gong)業富(fu)聯(lian)：AI算力新時代(dai)，AI服務器龍頭(tou)有望迎來高速成(cheng)長(chang)期原創天風電子(zi)潘暕團隊(dui) 維持23年(nian)253億(yi)歸母凈(jing)利(li)潤(run)的(de)盈利(li)預測，將(jiang)24年(nian)歸母凈(jing)利(li)潤(run)由(you)272億(yi)上調(diao)至317億(yi)，將(jiang)25年(nian)歸母凈(jing)利(li)潤(run)由(you)291億(yi)上調(diao)至396億(yi)。調(diao)整的(de)主要原因是(shi)我(wo)們認為公司主營業務通信網絡設備(bei)、云(yun)服務設備(bei)充分受益于(yu)AI應用(yong)驅動的(de)算力建設景氣周期，相關行業整體趨勢向好，未來仍有較大的(de)增長(chang)空(kong)間。綜(zong)合(he)考(kao)慮，給予公司38.4元/股的(de)目標價，對應23年(nian)30倍估值，維持“買(mai)入”評(ping)級(ji)。

【深度·天風電子】工業富聯：AI算力新時代，AI服務器龍頭有望迎來高速成長期

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2022-09-04 13:47:07

轉天風(feng)通信

【天風通信(xin)(xin)】華為(wei)(wei)(wei)Mate 50 短(duan)報(bao)文(wen)通信(xin)(xin)事件點(dian)評(ping)&衛(wei)星(xing)產業更新事件：華為(wei)(wei)(wei)Mate 50系列將有望(wang)搭載(zai)國內(nei)首顆手機北斗(dou)(dou)短(duan)報(bao)文(wen)通信(xin)(xin)射頻基帶一體化芯片，同(tong)樣將實現大眾(zhong)智能(neng)手機衛(wei)星(xing)通信(xin)(xin)能(neng)力。我們(men)于8月9日-8月12日國防信(xin)(xin)息&空天信(xin)(xin)息電(dian)話會議，重點(dian)提示通導(dao)遙(yao)板塊投資機會！除了本次手機短(duan)報(bao)文(wen)通信(xin)(xin)技術變革(ge)外，我們(men)預判我國低軌衛(wei)星(xing)&北斗(dou)(dou)導(dao)航(hang)&遙(yao)感(gan)衛(wei)星(xing)及應用三大領域都將會陸續迎來新的(de)發展階段。 1、華為(wei)(wei)(wei)mate主要依托北斗(dou)(dou)短(duan)報(bao)文(wen)，非(fei)手機直連(lian)衛(wei)星(xing)技術：由于衛(wei)星(xing)通信(xin)(xin)頻率差異、手機功(gong)率低、鏈路距離遠等制約，傳(chuan)統

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2022-07-20 22:14:18

公元股(gu)份，低估值(zhi)基(ji)建+光伏

投資建議：公司作為塑管行業龍頭(tou)企業，產能持(chi)(chi)續(xu)穩步擴張，銷售(shou)渠道加速下沉，工(gong)程、地產業務有望持(chi)(chi)續(xu)發力，同時，降本增效(xiao)的持(chi)(chi)續(xu)推進也為后續(xu)盈利(li)釋放提供(gong)堅實(shi)保障(zhang)。由于公司Q2階段性受疫情及成(cheng)本影響，我們下調公司22-23年收入(ru)預測(ce)至(zhi)100/122億(yi)（原(yuan)值105/122億(yi)），下調歸母凈利(li)預測(ce)至(zhi)6.1/9.1億(yi)（原(yuan)值7.4/9.1億(yi)），對應當前股價PE為9/6倍，維持(chi)(chi)“買入(ru)”評(ping)級。

［中泰證券：買入］減值影響拖累業績 原料跌價支持盈利改善 事件：公司發布公告，預計22H1實現歸母凈利潤0.5-0.8億，同比下降70%-80%；預計實現扣非歸母凈利潤0.4-0... - 雪球

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2022-07-03 17:46:09

江蘇哈工智(zhi)能機器人(ren)股份有限公司(si)

@韭菜炒鹵蛋：哈工智能：工業機器人+醫療機器人板塊的小巨人

2022世界機器人大會將于8月18日-22日在北京舉辦，本屆大會包括論壇、博覽會、機器人大賽等活動。另外，作為全球首臺自適應機器人的原創者，非夕科技已于近期完成近億美元B+輪融資，融后估值達到獨角獸級別。周末最新消息：別看五部門說了這么多，其實重點還是在于“智能制造”，就是機器人。先來說一下機器人市

49 贊同-53 評論

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2022-06-19 17:54:06

康達新材能否實現反(fan)轉(zhuan)？ 摘要：國(guo)資(zi)背(bei)景，風(feng)電(dian)軍(jun)工(gong)雙賽道，有望困境反(fan)轉(zhuan)，價值重估(gu)&

康(kang)達新(xin)材邏輯

康達新材能否實現反轉？ 摘要：國資背景，風電軍工雙賽道，有望困境反轉，價值重估 ——————————————全網首發，老鐵們久等了 基本面分析 ... - 雪球

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2022-01-12 12:37:05

補漲邏輯，看今天能不能漲停

@鐵頭韭：華納藥廠：集新冠藥、中藥、幽門螺旋桿菌于一體的低位科創板

新冠藥：公司裸花紫珠分散片在抗菌方面具有顯著療效，可替代部分抗生素使用，可用于新型冠狀病毒感染肺炎合并細菌感染的患者，減少抗生素耐藥；吸入用乙酰半胱氨酸溶液對出現咳嗽、呼吸困難等呼吸道感染癥狀的患者具有重要作用。上述兩個品種均入選浙江省臨時性掛網采購的新型冠狀病毒感染肺炎診療有關藥品目錄。

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2022-01-09 11:06:45

邏輯不錯的

@鐵頭韭：塞力醫療：布局多條黃金黃金賽道低估的醫藥新星即將騰飛

2021年11月19日，國家醫保局印發《DRG/DIP支付方式改革三年行動計劃》（。《三年行動計劃》的頒布實施，標志著經過三年試點并取得初步成效之后，正式吹響了全面推行以DRG/DIP為重點的醫保支付方式的行動號角，同時也描繪了一幅未來三年醫保支付方式改革推進的路線圖。《三年行動計劃》規定，“統籌地

66 贊同-42 評論

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2022-01-05 00:06:29

易聯眾(zhong)

@我是猛爺：龍頭打出高度，板塊待補漲！！！

DRG全稱Diagnosis Related GroupsDRG是當今世界公認的比較先進的支付方式之一，稱為疾病診斷相關分組，是專門用于醫療保險預付款制度的分類編碼標準，它是一種相似或者相近的病例組合分類方法。根據病人的“年齡、性別、住院天數、臨床診斷天數、臨床診斷、病癥、手術、疾病嚴重程度，合并癥

78 贊同-48 評論

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2021-09-15 23:51:07

盛(sheng)新鋰能

@不騎大象上班：盛新鋰能調研紀要

基本情況：公司于2008年上市，以前主要做人造板材業務，從16年開始切入到新能源材料領域。去年原有的人造板業務全部剝離，目前是一個比較純正的做鋰的公司。主營業務：公司目前的主要業務包括鋰礦采選、鋰鹽和金屬鋰的生產，業務目前主要集中在四川。另外公司還有少部分的林木業務，后續會適時地剝離出去。

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2021-09-15 23:43:37

電解液

@不騎大象上班：紀要｜如何看當前的電解液行業

電解液是鋰電池四大關鍵材料之一，成本、技術及先發優勢構筑核心壁壘。電解質是鋰離子遷移和電荷傳遞的介質，通常由鋰鹽溶質、高純度有機溶劑、和必要添加劑在一定條件下按特定比例配置而成，是鋰電池獲得高電壓、高比能等優點的保證。鋰鹽、溶劑和添加劑在電解液中的質量占比分別為10%~12%、80%-85%、3%

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2021-07-27 21:47:23

好(hao)貼(tie)

@我的金毛是弱智：光伏產業鏈掃盲以及個股歸類

看完就入門。

223 贊同-122 評論

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2021-07-22 00:05:58

光伏

@聽風的韭菜：【中泰電新】光伏：產業鏈博弈或結束，大級別行情開啟！

【中泰電新蘇晨團隊】光伏：光伏板塊大漲，產業鏈博弈或結束，大級別行情開啟！7月21日，隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲，此前國內硅料、硅片等價格進入緩行期間，6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂，產業鏈動態博弈或趨于結束。底

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2021-07-22 00:05:51

光伏(fu)

@聽風的韭菜：【中泰電新】光伏：產業鏈博弈或結束，大級別行情開啟！

【中泰電新蘇晨團隊】光伏：光伏板塊大漲，產業鏈博弈或結束，大級別行情開啟！7月21日，隆基股份、通威股份、福斯特、聯泓新科、福萊特、天合光能等光伏相關股票行情大漲，此前國內硅料、硅片等價格進入緩行期間，6月組件出口同增34%、1-6月國內裝機同增28%打消短期需求擔憂，產業鏈動態博弈或趨于結束。底

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2021-07-18 11:55:09

氫能

@快槍手：氫能產業鏈及概念股全解析（更新中）

國新辦7月16日下午就2021年上半年中央企業經濟運行情況舉行新聞發布會。國務院國資委秘書長、新聞發言人彭華崗介紹，超過三分之一的中央企業已經在制定包括制氫、儲氫、加氫、用氫等全產業鏈布局，取得了一批技術研發和示范應用成果。彭華崗介紹，對于碳達峰、碳中和行動，國資委高度重視，正在積極研究

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