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美股新手求指教
06-10
$英伟达(NVDA)$
美股新手求指教
2023-12-07
谷歌威武
抱歉,原内容已删除
美股新手求指教
2022-12-29
$特斯拉(TSLA)$
这。。。。。还是拿着吧
美股新手求指教
2022-10-20
我并不觉得比亚迪和特斯拉是竞争对手,双方是完全不同的企业,真的是没有一点像,准备买比亚迪的人不会看特斯拉,准备买特斯拉的人也不会看比亚迪一眼。
抱歉,原内容已删除
美股新手求指教
2022-09-13
电池不一定是最佳解决方案,但有发展潜力,毕竟电池技术在进步,燃油技术已经到极限了。
马斯克关于燃油车的最新预言,会被“打脸”吗?
美股新手求指教
2022-08-03
$尚乘数科(HKD)$
这是什么神仙股票。。。。
美股新手求指教
2022-03-11
作者这篇文章没有常识
原材料价格暴涨,马斯克难,国产电动车们会更难
美股新手求指教
2021-10-25
go to the moon
特斯拉总市值突破9800亿美元,现涨7.55%
美股新手求指教
2021-10-25
$特斯拉(TSLA)$
还不错。。。
美股新手求指教
2021-08-17
看怎么定义,军事上打败很容易,要想转变当地文化思想却很难,现代又不像古代可以直接把当地人屠了,谁敢不服。
抱歉,原内容已删除
美股新手求指教
2021-07-26
$拼多多(PDD)$
能不能回20的远点[捂脸]
美股新手求指教
2021-07-23
$有道(DAO)$
有道是最能抗的
美股新手求指教
2021-05-26
$拼多多(PDD)$
8亿用户确实水分太大,一线城市高端人群几乎无人使用,而且一个微信登录就能直接买,过段时间我换个微信登录又是一个账号,以及帮砍价的账号,水分至少也有50%
美股新手求指教
2021-05-24
这种处罚跟不罚有什么区别,就跟普通人开车违章罚款一块钱感觉差不多。。
抱歉,原内容已删除
美股新手求指教
2021-04-26
像三星一样全球销量第一么[龇牙]
抱歉,原内容已删除
美股新手求指教
2021-04-25
抖音要伤筋动骨了[喷血]
抱歉,原内容已删除
美股新手求指教
2021-04-21
$JD 20210618 100.0 CALL(JD)$
[喷血]
美股新手求指教
2021-04-21
$京东(JD)$
比拼多多抗跌点,只能这样安慰自己了[捂脸]
美股新手求指教
2021-04-14
你说了不算
野村:重申京东(9618.HK)“买入”评级 目标价378港元
美股新手求指教
2021-04-06
这些是反指吧[笑哭]
花旗:上调跟谁学评级为买入 目标价56美元
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>这。。。。。还是拿着吧","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>这。。。。。还是拿着吧","text":"$特斯拉(TSLA)$ 这。。。。。还是拿着吧","images":[{"img":"https://static.tigerbbs.com/2b7dcc1150c347262ee392572afa00e0","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":41,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/621216394","isVote":1,"tweetType":1,"viewCount":8787,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457816270726969","authorId":"3457816270726969","name":"美股新手求指教","avatar":"https://static.tigerbbs.com/e64802a26b84c05f065846fcf00010c8","crmLevel":3,"crmLevelSwitch":0,"idStr":"3457816270726969","authorIdStr":"3457816270726969"},"content":"钱不算多,2万刀,现在该加仓么 [捂脸]","text":"钱不算多,2万刀,现在该加仓么 [捂脸]","html":"钱不算多,2万刀,现在该加仓么 [捂脸]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":662110295,"gmtCreate":1666250719217,"gmtModify":1666250722354,"author":{"id":"3457816270726969","authorId":"3457816270726969","name":"美股新手求指教","avatar":"https://static.tigerbbs.com/e64802a26b84c05f065846fcf00010c8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457816270726969","authorIdStr":"3457816270726969"},"themes":[],"htmlText":"我并不觉得比亚迪和特斯拉是竞争对手,双方是完全不同的企业,真的是没有一点像,准备买比亚迪的人不会看特斯拉,准备买特斯拉的人也不会看比亚迪一眼。","listText":"我并不觉得比亚迪和特斯拉是竞争对手,双方是完全不同的企业,真的是没有一点像,准备买比亚迪的人不会看特斯拉,准备买特斯拉的人也不会看比亚迪一眼。","text":"我并不觉得比亚迪和特斯拉是竞争对手,双方是完全不同的企业,真的是没有一点像,准备买比亚迪的人不会看特斯拉,准备买特斯拉的人也不会看比亚迪一眼。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662110295","repostId":"1113963005","repostType":2,"isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663807982,"gmtCreate":1663070385746,"gmtModify":1663070386857,"author":{"id":"3457816270726969","authorId":"3457816270726969","name":"美股新手求指教","avatar":"https://static.tigerbbs.com/e64802a26b84c05f065846fcf00010c8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457816270726969","authorIdStr":"3457816270726969"},"themes":[],"htmlText":"电池不一定是最佳解决方案,但有发展潜力,毕竟电池技术在进步,燃油技术已经到极限了。","listText":"电池不一定是最佳解决方案,但有发展潜力,毕竟电池技术在进步,燃油技术已经到极限了。","text":"电池不一定是最佳解决方案,但有发展潜力,毕竟电池技术在进步,燃油技术已经到极限了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663807982","repostId":"1100974865","repostType":2,"repost":{"id":"1100974865","kind":"news","pubTimestamp":1663060892,"share":"https://www.laohu8.com/m/news/1100974865?lang=&edition=full","pubTime":"2022-09-13 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克关于燃油车的最新预言,会被“打脸”吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 17:21 北京时间 <a href=https://mp.weixin.qq.com/s/2ukDkO-Qvsd3Ol7FeLPf8Q><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者丨董天意“炮轰”燃油车的语录中,马斯克再添经典名句。9月13日,特斯拉CEO埃隆·马斯克在个人社交媒体上发文称:“不久后,我们将以目前看待蒸汽机的方式看待燃油车。今天购买的燃油车的剩余价值将比人们想象得低得多。”图片来源:新浪微博@ElonMusk但上述言论似乎并未得到全部网友的认可。有网友表示:“(燃油车)会被取代,但不是现在。”也有网友质疑称,马斯克的目的“就是推销一下自己家的特斯拉”,而...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2ukDkO-Qvsd3Ol7FeLPf8Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f0a276a7fc6cdd65b6b5bce6b486e1d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/2ukDkO-Qvsd3Ol7FeLPf8Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100974865","content_text":"记者丨董天意“炮轰”燃油车的语录中,马斯克再添经典名句。9月13日,特斯拉CEO埃隆·马斯克在个人社交媒体上发文称:“不久后,我们将以目前看待蒸汽机的方式看待燃油车。今天购买的燃油车的剩余价值将比人们想象得低得多。”图片来源:新浪微博@ElonMusk但上述言论似乎并未得到全部网友的认可。有网友表示:“(燃油车)会被取代,但不是现在。”也有网友质疑称,马斯克的目的“就是推销一下自己家的特斯拉”,而电动车目前的诸多痛点仍未完全解决。图片来源:新浪微博事实上,这并非马斯克首次公开“炮轰”燃油车。今年7月,马斯克就曾评论称,自动驾驶的电动汽车将是最重要的,(开)没有自动驾驶的汽油车如同骑马和使用翻盖手机一样。而“diss”燃油车也似乎成为新造车企业的“基本操作”。此前,蔚来汽车董事长李斌曾公开表示:“完全想不明白,现在大家为什么还买油车,除了能闻点汽油味,别的还有什么好?听个响?”华为常务董事、智能汽车解决方案BU CEO余承东也曾发表过类似言论。在2022年粤港澳车展上,余承东直言:“纯燃油车时代会很快结束,现在买燃油车,无异于智能手机时代买功能机。”争论背后,全球新能源汽车销量的不断走高是不争的事实。据央视新闻,2022世界新能源汽车大会与会专家表示,目前全球新能源汽车累计销量已突破2000万辆;2022年上半年,全球新能源汽车销量超过422万辆,同比增长66.38%,再创新高。另据特斯拉官方数据,今年上半年,其全球总交付量为56.4万辆,约占全球新能源汽车销量的13.4%。按照特斯拉规划的“多年内实现年均交付量50%增长”目标,特斯拉2022年交付量有望突破140万辆。摩根士丹利分析师Adam Jonas预测,2022财年,特斯拉新车交付量将达146万辆,同比增长56%。图片来源:视觉中国按照规划,到2030年,特斯拉每年销售目标为2000万辆。为此,特斯拉在提高现有工厂产能的同时,还计划继续在全球范围内建设工厂。“今年晚些时候,(我们)将公布公司最新一座工厂的选址结果。”马斯克表示,未来,特斯拉预计会在全球建设10~12家超级工厂,每座工厂规划年产能预计在150万~200万辆之间,10年后特斯拉有信心实现超过1亿辆的交付量。有观点认为,特斯拉良好的市场表现与产能布局,或许给予了马斯克频频向燃油车“开炮”的底气与信心。但需要注意的是,今年9月,马斯克在挪威召开的一场能源大会上曾发表与上述观点“截然不同”的言论。彼时,马斯克曾称,人类“在短期内”必须依赖石油和天然气,否则“文明将会崩溃”。此外,马斯克表示,向可持续能源过渡需要几十年才能完成,并强调自己不赞同将石油和天然气妖魔化,“现在,我们需要更多石油和天然气,而不是相反。但同时要快速迈向可持续的能源经济。”图片来源:视觉中国事实上,爱立“flag”的马斯克曾多次遭遇“打脸”时刻。此前,马斯克也是通过个人社交媒体发文称,考虑以420美元每股的价格对特斯拉进行私有化,并称“资金已到位”。但随后事实表明,特斯拉的私有化计划并不可行,并且资金也并未像马斯克所说的“已经到位”。随后,在一片质疑声中,马斯克宣布取消特斯拉私有化计划,并付出了2000万美元的民事罚款作为代价。2017年6月,马斯克曾表示,其旗下“无聊公司”(the boring company)已经获得政府相关部门的口头支持,将在纽约和华盛顿特区之间建造一条地下隧道。但随后《今日美国》网站(USA TODAY)发文称,以当时的技术和成本,从美国东部的纽约将隧道挖至西部的华盛顿,预计“要挖100年”。该网站甚至直言:“造火箭都比这容易点。”在此背景下,频频发出咋舌言论的马斯克也引来不少质疑之声。此前,美国银行高级汽车行业分析师墨菲(John Murphy)曾在研究报告中表示:“马斯克的动作不够快,他非常傲慢,以为其他汽车制造商永远赶不上他,也永远无法做出他能够做成的事情。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685129273,"gmtCreate":1659507587494,"gmtModify":1659507587494,"author":{"id":"3457816270726969","authorId":"3457816270726969","name":"美股新手求指教","avatar":"https://static.tigerbbs.com/e64802a26b84c05f065846fcf00010c8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457816270726969","authorIdStr":"3457816270726969"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a>这是什么神仙股票。。。。","listText":"<a href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a>这是什么神仙股票。。。。","text":"$尚乘数科(HKD)$这是什么神仙股票。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685129273","isVote":1,"tweetType":1,"viewCount":1298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635857575,"gmtCreate":1646954874948,"gmtModify":1646954874948,"author":{"id":"3457816270726969","authorId":"3457816270726969","name":"美股新手求指教","avatar":"https://static.tigerbbs.com/e64802a26b84c05f065846fcf00010c8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457816270726969","authorIdStr":"3457816270726969"},"themes":[],"htmlText":"作者这篇文章没有常识","listText":"作者这篇文章没有常识","text":"作者这篇文章没有常识","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635857575","repostId":"1187545817","repostType":2,"repost":{"id":"1187545817","kind":"news","pubTimestamp":1646895834,"share":"https://www.laohu8.com/m/news/1187545817?lang=&edition=full","pubTime":"2022-03-10 15:03","market":"hk","language":"zh","title":"原材料价格暴涨,马斯克难,国产电动车们会更难","url":"https://stock-news.laohu8.com/highlight/detail?id=1187545817","media":"智能车参考","summary":"镍价暴涨,咋就伤了低价电动车?","content":"<html><head></head><body><p>作者:万博</p><p>马斯克也许想不到,一次战争黑天鹅,让<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>备受期待的低价电动车计划,更难了。</p><p>咋回事?</p><p>受国际形势影响,金属镍,价格涨疯了。LME(伦敦金属交易所)镍交易价格日涨逾100%,两日内交易价格突破10万美元/吨。</p><p>而镍,可是动力电池关键原材料,本来价格就一直高居不下,这次意外涨价,又是雪上加霜。</p><p>马斯克也好,其他电动新势力也好,供应更难,更具性价比的车型更难。</p><p>搞不好,现有的车型,还会涨价。要买电动车的朋友,得留意了。</p><p><b>镍价暴涨,咋就伤了低价电动车?</b></p><p>这还得从金属镍在电动车动力电池的应用说起。</p><p>原本金属镍,也没有这么金贵,曾经只是在生产不锈钢中有大规模应用。但是当新能源汽车风口来临,金属镍,因其在提升动力电池能量密度方面的独特作用,也在这波浪潮中乘势起飞了。</p><p><img src=\"https://static.tigerbbs.com/b2fe129be8e0534e1e35c2189627e934\" tg-width=\"550\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p>具体来说,镍,主要应用于三元锂电池的正极材料前驱体中。</p><p>镍元素,以硫酸镍的形式应用于正极前驱体,因其可以提高材料活性,是三元锂电池高能量密度的秘密武器。</p><p>而三元锂电池,因这3种材料的配比不同,又可以分为Ni:Mn 等量型和Ni:Mn 不等量型。后者因为镍元素的高配比,能量密度高,也被称作高镍电池,是目前三元锂电池应用于电动车的主流方向。</p><p>在应用规模上,受到新能源汽车产业的带动效应,高镍电池近些年规模快速扩张。</p><p>据信达证券预计,到2025年,我国高镍电池的装机量将达到262.4Gwh,对应的硫酸镍用量将达到100.11 万吨,如果按照加工过程中20%镍折损的情况来算,需求超过138万吨。照此测算,届时我国镍金属需求量将达到31万吨,全球总需求量为89万吨。</p><p><img src=\"https://static.tigerbbs.com/40d69b669f19efa897a8c7683dee77c4\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p>所以问题是,全球镍金属产量,能否满足电动车行业镍需求?</p><p><a href=\"https://laohu8.com/S/601108\">财通证券</a>预测,2020年到2030年10年间,动力电池行业镍需求年复合增长率为28.5%,去年用于电池生产的镍金属占全球镍产量的15%左右。结合美国地质调查局(USGS)数据,2021年全球镍金属产量为270万吨,照此来算,去年提供给电池产业的镍金属只有40.5万吨。</p><p>距离2025年的89万吨,差了一倍不止。</p><p>而从行业来看,镍金属供应,其实长期处于紧张状态,价格也在持续上涨,而这一次,受战争黑天鹅事件影响,镍金属价格一夜之间涨幅逾100%,两日涨价2.5倍,交易价格突破10万美元(63.21万元人民币)/吨。</p><p><img src=\"https://static.tigerbbs.com/579ba6798f7a1b9ef18a9929ff719616\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>按照这个价格涨势,电池成本的压力,即便成本控制高手马斯克,也对更低价的特斯拉束手无策。</p><p>按照每GWh高镍电池(NCM 811型为例)需要750吨金属镍来算,镍金属价格每涨1万元/吨,每GWh高镍电池成本将增加500-750万元。</p><p>就最近两天镍金属的涨价幅度,特斯拉Model 3搭载的80KWh高镍电池包,成本将增加至少15000万元人民币。</p><p>这还是定位中高端的特斯拉Model 3,对善于控制成本的马斯克来说,还能在别的地方着补回来,但对于利润空间小的低价电动车来说,这增加的15000万元的电池成本,可是要命的事情。</p><p>毕竟五菱宏光Mini EV,整车也就卖个3万多块。</p><p><img src=\"https://static.tigerbbs.com/c14f77fc5a523792782fd47d9d78d027\" tg-width=\"550\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p><b>其他原材料也在涨</b></p><p><b>动力电池,还有哪些关键原材料?</b></p><p>目前来说,电动车动力电池,基本上是磷酸铁锂电池和三元锂电池两种路线平分天下的局面。</p><p>就这两种电池来说,锂、钴、锰三种金属,都是绕不开的原材料。</p><p>磷酸铁锂电池,主要是以磷酸铁锂为正极,碳元素为负极的锂离子电池,相对于三元锂电池,优点在于,磷和铁的储量丰富,价格比较低,同时还具有安全优势。<a href=\"https://laohu8.com/S/002594\">比亚迪</a>官方承诺‘永不起火’的刀片电池,就属于这一类。</p><p><img src=\"https://static.tigerbbs.com/be45045c2d60c66e7d484ae72765778a\" tg-width=\"550\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>而三元锂电池,除了上文中涨疯了的镍,还有两种至关重要的元素:钴和锰。我们熟知的三元锂电池中的‘三元’,指的是正极前驱体的3种金属元素:镍(Ni)、钴(Co)、锰(Mn)。</p><p>这3类金属元素,在三元锂电池中各司其职:</p><p>钴元素属于一类活性元素,负责稳定材料的层状结构,提高材料的放电容量;而锰元素,性质比较稳定,因此电池充放电过程中,在材料中起到支撑作用。</p><p>但是钴元素,因为全球储量较少,属于稀有金属元素,价格一直以来高居不下,也因此,整个行业目前更偏向通过加大镍的三元配比,来降低三元锂电池的整体成本。马斯克之前就不断在尝试降低钴的占比。</p><p>所以自然而然,高镍电池就成为三元锂电池主流选择。</p><p><img src=\"https://static.tigerbbs.com/bbd1b9800305b7963e6d066d6b9d0dbe\" tg-width=\"550\" tg-height=\"355\" referrerpolicy=\"no-referrer\"/></p><p>除此之外,还有一类三元锂电池,用铝金属代替锰,成为另外一‘元’,也就是我们常说的NCA电池,虽然金属元素发生变化,但本质上来说,锰和铝,储量较多且化学性质相似,因此并无本质的区别,而且在三元锂电池中的用量并不多。</p><p>而主要的三种金属锂、镍、钴,身价随着新能源汽车的风口水涨船高,原材料价格高居不下,成为影响电动车普及的关键因素。以锂金属为例,截止到今天,国内锂金属价格报268.6万元/吨,较年初的170万元/吨上涨幅度超过58%。同样上涨的钴金属,今年以来涨幅也超过11%,截止到目前报价55.38万元/吨。</p><p><img src=\"https://static.tigerbbs.com/736a1b60102ff44ae44a243831c09f1d\" tg-width=\"550\" tg-height=\"389\" referrerpolicy=\"no-referrer\"/></p><p>关键金属元素价格一路飙升对电动车降本围追堵截,难道就没有别的解决方案了?</p><p>钠离子电池算一个。</p><p>所谓钠离子电池,和锂电池工作原理基本相同,只是负责运输电子的物质,由锂离子变成了钠离子。最大的优势,就是绕开了锂和钴这类稀有金属,而且全球储量巨大,靠海或者盐湖就能提取。</p><p>但另一面,钠离子电池的能量密度,远低于锂离子电池,这也是目前学界和业界集中突破的一个难点。</p><p>目前,全球各大电池生产商也已经陆续开始了钠离子电池的相关研究。</p><p><img src=\"https://static.tigerbbs.com/86548d0b3db6fdb88ff3b2d6382461cc\" tg-width=\"550\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><p>最具代表性的公司是<a href=\"https://laohu8.com/S/300750\">宁德时代</a>。去年年底,宁德时代已经完成了钠离子电池的产业布局,随时准备投产。据官方发布的数据来看,宁德时代第一代钠离子电池能量密度,已经达到行业最高水平的160Wh/kg,但仍然低于目前主流的磷酸铁锂电池能量密度。</p><p>钠离子电池也能避免被其他‘锂’资源国家卡脖子,所以就在最近的两会期间,<a href=\"https://laohu8.com/S/NTES\">网易</a>创始人丁磊还专门提案建议:应该加大力度鼓励发展钠离子电池。</p><p><b>国产电动车更难了</b></p><p>镍钴锂价格疯涨,承压最大的或许不是马斯克,毕竟他的低价电动车,还在图纸上,中高端的特斯拉Model 3和Model Y,全球卖得正欢。</p><p>最受伤的,或许还是国内的新能源汽车厂商们。</p><p>比如除了<a href=\"https://laohu8.com/S/NIO\">蔚来</a>外,包括上汽、长城、吉利、长安和造车新势力们,都在受众最广的“大众”市场竞争,而原料一上涨,成本控制和利润空间,都受到进一步挤压。</p><p><img src=\"https://static.tigerbbs.com/68b627e001c700df73658c056b9f4afe\" tg-width=\"550\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/></p><p>比如新势力中,最近以交付量不断冒头的哪吒汽车为例,全系在售车型均在10万元左右,而且车型多采用三元锂电池。利润空间本来就不大,电池原材料上涨,无疑是又多一层盈利压力。刚挤入第一梯队,就遭遇更大的宏观挑战。</p><p>另一方面,我国关键电池原材料储量不足,又是一个问题。</p><p>以镍金属为例,我国探明的镍金属资源仅占全球3%,全球主要的镍金属生产地,集中在印尼、菲律宾和俄罗斯。根据百川盈孚的数据,我国2020年独立硫酸镍产量供给为45.3 万吨,2021年前三季度产量为38.6 万吨,而今年,将是我国硫酸镍产业自给的分水岭,今年之后,将出现供应缺口。</p><p>外有供应紧张价格高涨,内有新能源汽车行业整体溢价能力低。</p><p><img src=\"https://static.tigerbbs.com/1afa65ac92c175f89e310fd2fefd0981\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p>所以归根结底,国内新能源汽车产业,一方面要解决好眼下隐疾,走高端市场,追求更大的利润空间。</p><p>另一方面,或许奇瑞董事长尹同跃的呼吁就很有远见——将动力电池原材料作为战略资源,纳入国家战略储备资源股管理。</p><p>要么还得在其他路线上琢磨,氢燃料电池,钠离子电池……</p><p>你觉得呢?</p><p>对了,最新消息,特斯拉高配版Model 3和Model Y,均上涨1万元。</p></body></html>","source":"lsy1611665793971","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n原材料价格暴涨,马斯克难,国产电动车们会更难\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-10 15:03 北京时间 <a href=http://finance.sina.com.cn/tech/csj/2022-03-10/doc-imcwiwss5246752.shtml><strong>智能车参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:万博马斯克也许想不到,一次战争黑天鹅,让特斯拉备受期待的低价电动车计划,更难了。咋回事?受国际形势影响,金属镍,价格涨疯了。LME(伦敦金属交易所)镍交易价格日涨逾100%,两日内交易价格突破10万美元/吨。而镍,可是动力电池关键原材料,本来价格就一直高居不下,这次意外涨价,又是雪上加霜。马斯克也好,其他电动新势力也好,供应更难,更具性价比的车型更难。搞不好,现有的车型,还会涨价。要买电动车...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2022-03-10/doc-imcwiwss5246752.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5322200af8cdc6c832a0c347acd92fb5","relate_stocks":{"TSLA":"特斯拉","BK0014":"新能源汽车"},"source_url":"http://finance.sina.com.cn/tech/csj/2022-03-10/doc-imcwiwss5246752.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187545817","content_text":"作者:万博马斯克也许想不到,一次战争黑天鹅,让特斯拉备受期待的低价电动车计划,更难了。咋回事?受国际形势影响,金属镍,价格涨疯了。LME(伦敦金属交易所)镍交易价格日涨逾100%,两日内交易价格突破10万美元/吨。而镍,可是动力电池关键原材料,本来价格就一直高居不下,这次意外涨价,又是雪上加霜。马斯克也好,其他电动新势力也好,供应更难,更具性价比的车型更难。搞不好,现有的车型,还会涨价。要买电动车的朋友,得留意了。镍价暴涨,咋就伤了低价电动车?这还得从金属镍在电动车动力电池的应用说起。原本金属镍,也没有这么金贵,曾经只是在生产不锈钢中有大规模应用。但是当新能源汽车风口来临,金属镍,因其在提升动力电池能量密度方面的独特作用,也在这波浪潮中乘势起飞了。具体来说,镍,主要应用于三元锂电池的正极材料前驱体中。镍元素,以硫酸镍的形式应用于正极前驱体,因其可以提高材料活性,是三元锂电池高能量密度的秘密武器。而三元锂电池,因这3种材料的配比不同,又可以分为Ni:Mn 等量型和Ni:Mn 不等量型。后者因为镍元素的高配比,能量密度高,也被称作高镍电池,是目前三元锂电池应用于电动车的主流方向。在应用规模上,受到新能源汽车产业的带动效应,高镍电池近些年规模快速扩张。据信达证券预计,到2025年,我国高镍电池的装机量将达到262.4Gwh,对应的硫酸镍用量将达到100.11 万吨,如果按照加工过程中20%镍折损的情况来算,需求超过138万吨。照此测算,届时我国镍金属需求量将达到31万吨,全球总需求量为89万吨。所以问题是,全球镍金属产量,能否满足电动车行业镍需求?财通证券预测,2020年到2030年10年间,动力电池行业镍需求年复合增长率为28.5%,去年用于电池生产的镍金属占全球镍产量的15%左右。结合美国地质调查局(USGS)数据,2021年全球镍金属产量为270万吨,照此来算,去年提供给电池产业的镍金属只有40.5万吨。距离2025年的89万吨,差了一倍不止。而从行业来看,镍金属供应,其实长期处于紧张状态,价格也在持续上涨,而这一次,受战争黑天鹅事件影响,镍金属价格一夜之间涨幅逾100%,两日涨价2.5倍,交易价格突破10万美元(63.21万元人民币)/吨。按照这个价格涨势,电池成本的压力,即便成本控制高手马斯克,也对更低价的特斯拉束手无策。按照每GWh高镍电池(NCM 811型为例)需要750吨金属镍来算,镍金属价格每涨1万元/吨,每GWh高镍电池成本将增加500-750万元。就最近两天镍金属的涨价幅度,特斯拉Model 3搭载的80KWh高镍电池包,成本将增加至少15000万元人民币。这还是定位中高端的特斯拉Model 3,对善于控制成本的马斯克来说,还能在别的地方着补回来,但对于利润空间小的低价电动车来说,这增加的15000万元的电池成本,可是要命的事情。毕竟五菱宏光Mini EV,整车也就卖个3万多块。其他原材料也在涨动力电池,还有哪些关键原材料?目前来说,电动车动力电池,基本上是磷酸铁锂电池和三元锂电池两种路线平分天下的局面。就这两种电池来说,锂、钴、锰三种金属,都是绕不开的原材料。磷酸铁锂电池,主要是以磷酸铁锂为正极,碳元素为负极的锂离子电池,相对于三元锂电池,优点在于,磷和铁的储量丰富,价格比较低,同时还具有安全优势。比亚迪官方承诺‘永不起火’的刀片电池,就属于这一类。而三元锂电池,除了上文中涨疯了的镍,还有两种至关重要的元素:钴和锰。我们熟知的三元锂电池中的‘三元’,指的是正极前驱体的3种金属元素:镍(Ni)、钴(Co)、锰(Mn)。这3类金属元素,在三元锂电池中各司其职:钴元素属于一类活性元素,负责稳定材料的层状结构,提高材料的放电容量;而锰元素,性质比较稳定,因此电池充放电过程中,在材料中起到支撑作用。但是钴元素,因为全球储量较少,属于稀有金属元素,价格一直以来高居不下,也因此,整个行业目前更偏向通过加大镍的三元配比,来降低三元锂电池的整体成本。马斯克之前就不断在尝试降低钴的占比。所以自然而然,高镍电池就成为三元锂电池主流选择。除此之外,还有一类三元锂电池,用铝金属代替锰,成为另外一‘元’,也就是我们常说的NCA电池,虽然金属元素发生变化,但本质上来说,锰和铝,储量较多且化学性质相似,因此并无本质的区别,而且在三元锂电池中的用量并不多。而主要的三种金属锂、镍、钴,身价随着新能源汽车的风口水涨船高,原材料价格高居不下,成为影响电动车普及的关键因素。以锂金属为例,截止到今天,国内锂金属价格报268.6万元/吨,较年初的170万元/吨上涨幅度超过58%。同样上涨的钴金属,今年以来涨幅也超过11%,截止到目前报价55.38万元/吨。关键金属元素价格一路飙升对电动车降本围追堵截,难道就没有别的解决方案了?钠离子电池算一个。所谓钠离子电池,和锂电池工作原理基本相同,只是负责运输电子的物质,由锂离子变成了钠离子。最大的优势,就是绕开了锂和钴这类稀有金属,而且全球储量巨大,靠海或者盐湖就能提取。但另一面,钠离子电池的能量密度,远低于锂离子电池,这也是目前学界和业界集中突破的一个难点。目前,全球各大电池生产商也已经陆续开始了钠离子电池的相关研究。最具代表性的公司是宁德时代。去年年底,宁德时代已经完成了钠离子电池的产业布局,随时准备投产。据官方发布的数据来看,宁德时代第一代钠离子电池能量密度,已经达到行业最高水平的160Wh/kg,但仍然低于目前主流的磷酸铁锂电池能量密度。钠离子电池也能避免被其他‘锂’资源国家卡脖子,所以就在最近的两会期间,网易创始人丁磊还专门提案建议:应该加大力度鼓励发展钠离子电池。国产电动车更难了镍钴锂价格疯涨,承压最大的或许不是马斯克,毕竟他的低价电动车,还在图纸上,中高端的特斯拉Model 3和Model Y,全球卖得正欢。最受伤的,或许还是国内的新能源汽车厂商们。比如除了蔚来外,包括上汽、长城、吉利、长安和造车新势力们,都在受众最广的“大众”市场竞争,而原料一上涨,成本控制和利润空间,都受到进一步挤压。比如新势力中,最近以交付量不断冒头的哪吒汽车为例,全系在售车型均在10万元左右,而且车型多采用三元锂电池。利润空间本来就不大,电池原材料上涨,无疑是又多一层盈利压力。刚挤入第一梯队,就遭遇更大的宏观挑战。另一方面,我国关键电池原材料储量不足,又是一个问题。以镍金属为例,我国探明的镍金属资源仅占全球3%,全球主要的镍金属生产地,集中在印尼、菲律宾和俄罗斯。根据百川盈孚的数据,我国2020年独立硫酸镍产量供给为45.3 万吨,2021年前三季度产量为38.6 万吨,而今年,将是我国硫酸镍产业自给的分水岭,今年之后,将出现供应缺口。外有供应紧张价格高涨,内有新能源汽车行业整体溢价能力低。所以归根结底,国内新能源汽车产业,一方面要解决好眼下隐疾,走高端市场,追求更大的利润空间。另一方面,或许奇瑞董事长尹同跃的呼吁就很有远见——将动力电池原材料作为战略资源,纳入国家战略储备资源股管理。要么还得在其他路线上琢磨,氢燃料电池,钠离子电池……你觉得呢?对了,最新消息,特斯拉高配版Model 3和Model Y,均上涨1万元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856639626,"gmtCreate":1635172306001,"gmtModify":1635172306001,"author":{"id":"3457816270726969","authorId":"3457816270726969","name":"美股新手求指教","avatar":"https://static.tigerbbs.com/e64802a26b84c05f065846fcf00010c8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457816270726969","authorIdStr":"3457816270726969"},"themes":[],"htmlText":"go to the moon","listText":"go to the moon","text":"go to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856639626","repostId":"1163165499","repostType":4,"repost":{"id":"1163165499","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635172149,"share":"https://www.laohu8.com/m/news/1163165499?lang=&edition=full","pubTime":"2021-10-25 22:29","market":"other","language":"zh","title":"特斯拉总市值突破9800亿美元,现涨7.55%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163165499","media":"老虎资讯综合","summary":"10月25日,$特斯拉(TSLA)$总市值突破9800亿美元,现涨7.55%,报978美元,股价续刷历史新高。\n\n\n今日特斯拉利好消息不断:\n\n\n 汽车租赁公司赫兹据悉将在震荡的汽车租赁市场中购买10万辆特斯拉汽车;\n\n\n 特斯拉第三季度在华收入31.13亿美元,同比大增78.5%;\n\n\n 首次击败燃油车,特斯拉Model 3夺得9月欧洲销量冠军;","content":"<p>10月25日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>总市值突破9800亿美元,现涨7.55%,报978美元,股价续刷历史新高。</p>\n<p><b>今日特斯拉利好消息不断:</b></p>\n<blockquote>\n <a href=\"https://laohu8.com/NW/1159415514\" target=\"_blank\">汽车租赁公司赫兹据悉将在震荡的汽车租赁市场中购买10万辆特斯拉汽车</a>;\n</blockquote>\n<blockquote>\n <a href=\"https://laohu8.com/NW/1128189562\" target=\"_blank\">特斯拉第三季度在华收入31.13亿美元,同比大增78.5%</a>;\n</blockquote>\n<blockquote>\n <a href=\"https://laohu8.com/NW/2178429094\" target=\"_blank\">首次击败燃油车,特斯拉Model 3夺得9月欧洲销量冠军</a>;\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/8b1c4a87e851ba011dfb74d7929b1085\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉总市值突破9800亿美元,现涨7.55%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉总市值突破9800亿美元,现涨7.55%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-25 22:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月25日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>总市值突破9800亿美元,现涨7.55%,报978美元,股价续刷历史新高。</p>\n<p><b>今日特斯拉利好消息不断:</b></p>\n<blockquote>\n <a href=\"https://laohu8.com/NW/1159415514\" target=\"_blank\">汽车租赁公司赫兹据悉将在震荡的汽车租赁市场中购买10万辆特斯拉汽车</a>;\n</blockquote>\n<blockquote>\n <a href=\"https://laohu8.com/NW/1128189562\" target=\"_blank\">特斯拉第三季度在华收入31.13亿美元,同比大增78.5%</a>;\n</blockquote>\n<blockquote>\n <a href=\"https://laohu8.com/NW/2178429094\" target=\"_blank\">首次击败燃油车,特斯拉Model 3夺得9月欧洲销量冠军</a>;\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/8b1c4a87e851ba011dfb74d7929b1085\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163165499","content_text":"10月25日,特斯拉总市值突破9800亿美元,现涨7.55%,报978美元,股价续刷历史新高。\n今日特斯拉利好消息不断:\n\n汽车租赁公司赫兹据悉将在震荡的汽车租赁市场中购买10万辆特斯拉汽车;\n\n\n特斯拉第三季度在华收入31.13亿美元,同比大增78.5%;\n\n\n首次击败燃油车,特斯拉Model 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href=http://www.gelonghui.com/p/459726><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>野村发表研究报告指,京东集团(9618.HK)热衷于发展杂货业务,预期公司将会大力投资社区杂货团购业务,以获取更多市占率,相信于未来数季公司亦会加大有关方面的投资,下调公司2021及2022年每股盈利预测分别17%和22%,目标价亦由424港元降至378港元,重申“买入”评级。野村下调今年京东纯利润率预测0.3个百分点至1.7%,料今年京东零售非公认会计准则下的经营利润率将下降0.52个百分点至...</p>\n\n<a href=\"http://www.gelonghui.com/p/459726\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img7.gelonghui.com/column/2/104.png","relate_stocks":{"JD":"京东"},"source_url":"http://www.gelonghui.com/p/459726","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2127450018","content_text":"野村发表研究报告指,京东集团(9618.HK)热衷于发展杂货业务,预期公司将会大力投资社区杂货团购业务,以获取更多市占率,相信于未来数季公司亦会加大有关方面的投资,下调公司2021及2022年每股盈利预测分别17%和22%,目标价亦由424港元降至378港元,重申“买入”评级。野村下调今年京东纯利润率预测0.3个百分点至1.7%,料今年京东零售非公认会计准则下的经营利润率将下降0.52个百分点至2.3%。除了社区杂货团购业务外,预期京东零售的营运溢利将大致保持平稳。野村又预测,今年京东首季收入按年增长33%,非公认会计准则经营利润率或下跌0.4个百分点至1.8%,预期非公认会计准则每股盈利按年升27%至1.26元人民币。","news_type":1},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343188903,"gmtCreate":1617690134402,"gmtModify":1617690134402,"author":{"id":"3457816270726969","authorId":"3457816270726969","name":"美股新手求指教","avatar":"https://static.tigerbbs.com/e64802a26b84c05f065846fcf00010c8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457816270726969","authorIdStr":"3457816270726969"},"themes":[],"htmlText":"这些是反指吧[笑哭] ","listText":"这些是反指吧[笑哭] ","text":"这些是反指吧[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343188903","repostId":"2123322112","repostType":2,"repost":{"id":"2123322112","kind":"news","pubTimestamp":1617189275,"share":"https://www.laohu8.com/m/news/2123322112?lang=&edition=full","pubTime":"2021-03-31 19:14","market":"us","language":"zh","title":"花旗:上调跟谁学评级为买入 目标价56美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2123322112","media":"金融界网站","summary":"金融界网3月31日消息,花旗集团的股票研究人员在周一发布的一份研究报告中将在线教育公司跟谁学 评级从\"卖出\"评级上调至\"买入\"评级,目标价56.00美元。花旗集团的价格目标表明,该股较前一交易日收盘价可能上涨68.22%。跟谁学2020财年全年实现收入71.25亿元,同比增长236.9%,正价课付费人次达587.1万,同比增长168.4%。 此前,巴克莱将GSX Techedu的价格目标从63.00美元上调至73.00美元,并在3月8日星期一的一份研究报告中给予该公司\"同等权重\"评级。","content":"<html><body><div><p> <a href=\"https://laohu8.com/S/JRJC\">金融界</a>网3月31日消息,<a href=\"https://laohu8.com/S/C\">花旗</a>集团的股票研究人员在周一发布的一份研究报告中将在线教育公司<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>(纽约证交所:GSX)评级从\"卖出\"评级上调至\"买入\"评级,目标价56.00美元。花旗集团(Citigroup)的价格目标表明,该股较前一交易日收盘价可能上涨68.22%。</p>\n<p> 此前,跟谁学创始人、董事长兼CEO陈向东宣布一项股票增持计划,其个人将于一年内增持不超过5000万美元的公司股票。并于内部全员邮件中表示,股票的涨和跌是一种市场行为,有时候会有市场的情绪,要忽略这些股票的急剧波动和变化;公司的股票价格从长远来讲,是与公司的内在价值相关的。</p>\n<p> 据跟谁学最新财报显示,跟谁学2020年Q4实现收入22.11亿元,同比增长136.5%,正价课付费人次同比增长107.6%达227.5万。跟谁学2020财年全年实现收入71.25亿元,同比增长236.9%,正价课付费人次达587.1万,同比增长168.4%。</p>\n<p> 其中,K12在线课程即高途课堂收入为19.75亿元,同比增长155.6%,占公司全部收入的89.33%,高途课堂正价课付费人次达到213.9万,同比增长112.8%,占公司全部正价课付费人次的94%。</p>\n<p> 此前,巴克莱将GSX Techedu的价格目标从63.00美元上调至73.00美元,并在3月8日星期一的一份研究报告中给予该公司\"同等权重\"评级。</p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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此前,跟谁学创始人、董事长兼CEO陈向东宣布一项股票增持计划,其个人将于一年内增持不超过5000万美元的公司股票。并于内部全员邮件...</p>\n\n<a href=\"http://usstock.jrj.com.cn/2021/03/31191432257663.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2a986280a0d0ac6d75b62fd1fec8874","relate_stocks":{},"source_url":"http://usstock.jrj.com.cn/2021/03/31191432257663.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123322112","content_text":"金融界网3月31日消息,花旗集团的股票研究人员在周一发布的一份研究报告中将在线教育公司跟谁学(纽约证交所:GSX)评级从\"卖出\"评级上调至\"买入\"评级,目标价56.00美元。花旗集团(Citigroup)的价格目标表明,该股较前一交易日收盘价可能上涨68.22%。\n 此前,跟谁学创始人、董事长兼CEO陈向东宣布一项股票增持计划,其个人将于一年内增持不超过5000万美元的公司股票。并于内部全员邮件中表示,股票的涨和跌是一种市场行为,有时候会有市场的情绪,要忽略这些股票的急剧波动和变化;公司的股票价格从长远来讲,是与公司的内在价值相关的。\n 据跟谁学最新财报显示,跟谁学2020年Q4实现收入22.11亿元,同比增长136.5%,正价课付费人次同比增长107.6%达227.5万。跟谁学2020财年全年实现收入71.25亿元,同比增长236.9%,正价课付费人次达587.1万,同比增长168.4%。\n 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