完美的孙章洪
2023-05-12
关乎这块的矿资源价格下调幅度很大,看来是库存还没用完,产能过剩,周期性板块
@散户研究所:
新能源赛道是反转还是反弹?
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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a16170fc24f9aea7ec15b3c53c0e045\" tg-width=\"474\" tg-height=\"607\"></p>\n<p style=\"text-align: left;\">根据上海有色网最新消息,近期高纯石英砂价格持续走高,龙头企业价格调整频率较去年加快,截至目前龙头企业外层砂价格为12-13万元/吨、中层砂价格为19-23万元/吨、内层砂价格为34-37万元/吨,价格较同期上涨超400%,在价格上,新能源赛道都在传递积极的信号。</p>\n<p style=\"text-align: left;\">在盘面上,汽车整车、锂电池、风电、储能、充电桩均走出了反包走势,充电桩板块涨幅居前,带领新能源赛道强势反弹,双创50ETF基金成分股第一大成分股、新能源赛道的“老大哥”宁德时代也反弹近3个点。</p>\n<p style=\"text-align: left;\">在宏观层面,汽车和新能源仍将是出口的结构性亮点。汽车主要是受益于海外低库存,而新能源则主要受益于海外能源危机以及政策补贴。</p>\n<p>在中字头和泛科技双主线的压力之下,新能源赛道的持续性还有待观察,各位觉得这是反转还是反弹?</p>\n<p> <a href=\"https://laohu8.com/S/000941.SH\">$新能源(000941.SH)$</a> <a href=\"https://laohu8.com/S/BK0014\">$新能源汽车(BK0014)$</a> <a href=\"https://laohu8.com/S/BK0155\">$锂电池(BK0155)$</a> </p>\n<p> <a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> <a href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> </p></body></html>","htmlText":"<html><head></head><body><p>5月11日,国内六氟磷酸锂市场价格区间在9.7-10.7万元/吨,市场均价宽幅涨至10.2万元/吨,上调0.5万,较昨日均价相比上涨10.87%。现阶段,六氟市场价格强势运行,大幅上涨,交易量增多。且负极材料、磷酸铁锂电铜箔等材料价格也接近触底。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a16170fc24f9aea7ec15b3c53c0e045\" tg-width=\"474\" tg-height=\"607\"></p>\n<p style=\"text-align: left;\">根据上海有色网最新消息,近期高纯石英砂价格持续走高,龙头企业价格调整频率较去年加快,截至目前龙头企业外层砂价格为12-13万元/吨、中层砂价格为19-23万元/吨、内层砂价格为34-37万元/吨,价格较同期上涨超400%,在价格上,新能源赛道都在传递积极的信号。</p>\n<p style=\"text-align: left;\">在盘面上,汽车整车、锂电池、风电、储能、充电桩均走出了反包走势,充电桩板块涨幅居前,带领新能源赛道强势反弹,双创50ETF基金成分股第一大成分股、新能源赛道的“老大哥”宁德时代也反弹近3个点。</p>\n<p style=\"text-align: left;\">在宏观层面,汽车和新能源仍将是出口的结构性亮点。汽车主要是受益于海外低库存,而新能源则主要受益于海外能源危机以及政策补贴。</p>\n<p>在中字头和泛科技双主线的压力之下,新能源赛道的持续性还有待观察,各位觉得这是反转还是反弹?</p>\n<p> <a href=\"https://laohu8.com/S/000941.SH\">$新能源(000941.SH)$</a> <a href=\"https://laohu8.com/S/BK0014\">$新能源汽车(BK0014)$</a> <a href=\"https://laohu8.com/S/BK0155\">$锂电池(BK0155)$</a> </p>\n<p> <a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> <a href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> </p></body></html>","text":"5月11日,国内六氟磷酸锂市场价格区间在9.7-10.7万元/吨,市场均价宽幅涨至10.2万元/吨,上调0.5万,较昨日均价相比上涨10.87%。现阶段,六氟市场价格强势运行,大幅上涨,交易量增多。且负极材料、磷酸铁锂电铜箔等材料价格也接近触底。 根据上海有色网最新消息,近期高纯石英砂价格持续走高,龙头企业价格调整频率较去年加快,截至目前龙头企业外层砂价格为12-13万元/吨、中层砂价格为19-23万元/吨、内层砂价格为34-37万元/吨,价格较同期上涨超400%,在价格上,新能源赛道都在传递积极的信号。 在盘面上,汽车整车、锂电池、风电、储能、充电桩均走出了反包走势,充电桩板块涨幅居前,带领新能源赛道强势反弹,双创50ETF基金成分股第一大成分股、新能源赛道的“老大哥”宁德时代也反弹近3个点。 在宏观层面,汽车和新能源仍将是出口的结构性亮点。汽车主要是受益于海外低库存,而新能源则主要受益于海外能源危机以及政策补贴。 在中字头和泛科技双主线的压力之下,新能源赛道的持续性还有待观察,各位觉得这是反转还是反弹? $新能源(000941.SH)$ $新能源汽车(BK0014)$ $锂电池(BK0155)$ @小虎活动 @小虎AV 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