股吧炸锅：千亿巨头包钢股份开盘暴涨逾9% 尾盘跳水翻绿

每日经济新闻2021-07-23

投资研报【硬核研报】磷酸铁锂电池替代品被找出，百亿级新赛道横空出世！钠离子电池产业化加速，电池成本将降低30%？这些产业链龙头有望充分受益（名单）【硬核研报】长江存储产值将破千亿，存储芯片投资热潮来袭！“大市场+低自给率”，NAND国产化势在必行！这些半导体产业链龙头迎来崛起良机（名单）这个时点怎么看稀土？这一领域处于被低估状态！5只个股值得重点关注（名单）【硬核研报】“出行电动化+锂电...

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IloveEric
2021-07-23
IloveEric
作者纯粹吃翔的门外汉。尾盘上翘说明行情还在启动阶段

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session","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600010":1},"content_text":"投资研报\n【硬核研报】磷酸铁锂电池替代品被找出，百亿级新赛道横空出世！钠离子电池产业化加速，电池成本将降低30%？这些产业链龙头有望充分受益（名单）\n【硬核研报】长江存储产值将破千亿，存储芯片投资热潮来袭！“大市场+低自给率”，NAND国产化势在必行！这些半导体产业链龙头迎来崛起良机（名单）\n这个时点怎么看稀土？这一领域处于被低估状态！5只个股值得重点关注（名单）\n【硬核研报】“出行电动化+锂电储能”拉动锂资源步入历史性景气周期！锂资源国内海外“双循环”保供，战略级赛道这样布局（附核心标的）\n　　原标题：股吧炸锅！1000亿巨头开盘暴涨逾9%，尾盘跳水翻绿，半个月大涨80%\n　　每经编辑 毕陆名\n　　有稀土概念加持，包钢股份近来彻底火了！\n　　7月23日，包钢股份（600010，SH）今日早盘股价再度暴力拉升冲击涨停，无奈前期积累的获利盘太丰厚，触及9.2%近涨停板后便掉头大跌，尾盘跌至2%。\n\n　　截至收盘，该股收涨3.07%，成交额高达86.09亿元，换手率为10.07%，最新市值为1176亿元。值得一提的是，包钢股份近日连续大涨，自7月7日1.6元左右启动大涨，至今最高点2.86元，仅半个月暴涨80%。不过，今日早盘追高的投资者估计要站岗了，日K线上收了一根避雷针。\n\n\n\n　　除了散户，机构也大举加仓包钢股份。二季度十大重仓股数据显示，截至6月30日，共有6只基金持有包钢股份，合计持有2.28亿股，环比上季度增长104.58%；持股市值3.54亿元，比上季度末增加1.8亿元，在所有基金重仓股中排名200名之后。\n\n　　需要强调的是，包钢股份22日晚间发布股票交易异常波动公告称，截至7月22日，包钢股份股票连续三个交易日（2021年7月20日、7月21日和7月22日）收盘价格涨幅偏离值累计超过20%，属于《上海证券交易所交易规则》规定的股票价格异常波动标准。经核查，截至公告日，公司及控股股东包头钢铁（集团）有限责任公司（以下简称“包钢集团”）均不存在重大资产重组、股份发行、收购、债务重组、业务重组、资产剥离、资产注入、股份回购、股权激励、破产重整、重大业务合作、引进战略投资者等应披露而未披露的重大事项。\n\n　　中信证券指出，7月初以来稀土主要产品价格快速上涨，今年稀土下游淡季不淡，受到新能源等下游需求的强势拉动，补库前置效应明显，受到雨季来临和疫情加重影响，缅甸稀土供给出现扰动，叠加近期国家环保督察下部分冶炼分离厂减产停产，供需基本面对稀土价格形成有力支持。持续强调本轮稀土板块长牛的四大核心逻辑：\n　　1、流动性合理充裕；\n　　2、新能源等下游需求驱动，稀土下游应用于新能源汽车、风电、节能变频空调、传统汽车等领域，根据中国汽车工业协会公布数据，6月新能源汽车产销分别完成24.8/25.6万辆，同比分别增长1.3、1.4倍，1-6月新能源汽车产销分别完成121.5、120.6万辆，同比均增长2倍，下游需求有望支持稀土价格；\n　　3、涨价顺周期配置策略，供需与政策共振，下半年稀土价格或稳中有进，维持2021年氧化镨钕、氧化镝、氧化铽价格高点或将突破60万元/吨、400万元/吨、1500万元/吨的判断；\n　　4、国家政策扶持，近期工信部称将推动《稀土管理条例》尽快出台，稀土行业有望迎来高质量发展的新时代，稀土价格或将开启长牛，稀土产业链相关公司业绩有望长期可持续增长。综合来看，稀土全产业链配置时点已经到来，稀土板块或迎来业绩与估值的戴维斯双击，稀土资源战略价值重估进行时，持续坚定推荐稀土全产业链战略配置价值。\n \n\n牛市来了？如何快速上车，金牌投顾服务免费送>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张熠","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":175235945,"gmtCreate":1627033266187,"gmtModify":1627033266187,"author":{"id":"3515541854154138","authorId":"3515541854154138","name":"IloveEric","avatar":"https://static.tigerbbs.com/a660ebfbcf5bfa0075b53e5977e8b68e","vip":1,"crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3515541854154138","idStr":"3515541854154138"},"htmlText":"作者纯粹吃翔的门外汉。尾盘上翘说明行情还在启动阶段","listText":"作者纯粹吃翔的门外汉。尾盘上翘说明行情还在启动阶段","text":"作者纯粹吃翔的门外汉。尾盘上翘说明行情还在启动阶段","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175235945","repostId":2153600185,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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