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灯海湖虫鸣
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IP属地:安徽
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热门
.
2020-11-04
$世茂服务(00873)$
再不打新了!打新就他妈剁手!
.
2020-10-01
$Yalla Group(YALA)$
以后打死不申购老虎承销的新股,等分配下来赚的钱不够手续费的!
.
2020-09-30
$Yalla Group(YALA)$
再不公布要亏钱了
.
2020-03-19
$洛阳钼业(03993)$
别天天跌,直接清零算了。
.
2020-02-10
$蔚来(NIO)$
完了!
.
2020-02-05
$蔚来(NIO)$
今天很坚挺啊
.
2020-02-04
$特斯拉(TSLA)$
今天要跌了!
.
2020-01-14
$3D系统(DDD)$
还能再跌回去啊?
.
2020-01-14
$3D系统(DDD)$
9.3把卖掉了!
.
2020-01-08
$3D系统(DDD)$
什么情况?我有点不适应啊
.
2019-12-13
又开始吹了,一吹就跌!
东岳集团倾情氢燃料电池膜,倾力打造氢能“芯片”“中国膜谷”
.
2019-12-03
反过来看,现在不正是低吸的好机会嘛
下行周期净利大降近五成,东岳硅材持续盈利能力存疑(上)
.
2019-05-31
$迈博药业—B(02181)$ 只能长期持有了!
.
2019-05-07
$兑吧(01753)$ 港股以后再不打新了,手续费都不够啊!
.
2019-05-06
$兑吧(01753)$ 身不逢时,明天上市!
.
2019-04-03
$AMD(AMD)$买几手PUT玩玩
.
2019-04-03
$老虎证券(TIGR)$这个16.00元的最高价会是分水岭吗?
.
2019-04-03
$老虎证券(TIGR)$怎么没有期权交易呢?
.
2019-03-14
$波音(BA)$买五个月后的空单
.
2019-02-20
$石药集团(01093)$昨天医药股大跌不会和中美贸易谈判有关吧?
去老虎APP查看更多动态
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","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466163524603504","authorIdStr":"3466163524603504"},"themes":[],"htmlText":"又开始吹了,一吹就跌!","listText":"又开始吹了,一吹就跌!","text":"又开始吹了,一吹就跌!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/919008276","repostId":"1990449654","repostType":2,"repost":{"id":"1990449654","kind":"news","pubTimestamp":1576119858,"share":"https://www.laohu8.com/m/news/1990449654?lang=&edition=full","pubTime":"2019-12-12 11:04","market":"hk","language":"zh","title":"东岳集团倾情氢燃料电池膜,倾力打造氢能“芯片”“中国膜谷”","url":"https://stock-news.laohu8.com/highlight/detail?id=1990449654","media":"东方网","summary":"东岳集团加快氢燃料电池膜项目研发和产业化倾力打造氢能“芯片”“中国膜谷”一台氢燃料电池汽车,最核心的部位是氢能发动机,氢能发动机最核心的材料是氢燃料电池膜,高性能燃料电池质子膜被称为燃料电池汽车发动机","content":"<html><body><article><p><a href=\"https://laohu8.com/S/00189\">东岳集团</a>加快氢燃料电池膜项目研发和产业化</p><p>倾力打造氢能“芯片”“中国膜谷”</p><p>一台氢燃料电池汽车,最核心的部位是氢能发动机,氢能发动机最核心的材料是氢燃料电池膜,高性能燃料电池质子膜被称为燃料电池汽车发动机的“芯片”。东岳集团历经16年科研攻关,掌握了这一核心材料的技术。全球有这一技术的企业不超过10家,所以这张膜被东岳人称为“争光膜”。</p><p>“我们这个项目,总投资14.2亿元,分为南、北两个厂区,预计明年3月份,就可以投料试车了。现在,每天都在紧锣密鼓地施工建设,争取尽快投产。”12月10日,在山东东岳未来氢能材料有限公司,项目负责人高树刚带记者参观了他们新建起的研发楼和车间。</p><p>据他介绍,南区为膜研发、测试和生产区,北区为膜材料配套高端材料项目。看着已经拔地而起、外观充满科技感的几幢大楼,高树刚满脸自豪和憧憬。</p><p>氢燃料电池技术是世界能源和动力转型的重要发展方向,2017年国家有关部委联合发布《汽车产业中长期发展规划》,强调“要支持燃料电池全产业链技术攻关”“逐步扩大燃料电池汽车试点示范范围”。</p><p>为加快实现氢燃料电池膜产业化和市场化应用,东岳集团于2017年12月创建未来氢能材料有限公司,高树刚从集团研究院调来了这里,专门致力于该项目。团队共有30人,大家看着这个项目一点一点成长起来,像自己的孩子一般。</p><p>“燃料电池膜的用量目前还处于‘爬坡’阶段,但东岳燃料电池膜已经获得奔驰福特(AFCC)公司燃料电池膜成功突破6000小时寿命加速测试证书,将用于奔驰、福特的量产氢燃料电池汽车,这张‘通行证’,全球只有东岳和美国一家公司拿到了。”说到这里,高树刚露出欣慰的神色。项目建成达产后,东岳将成为氢燃料电池质子膜全球供应商,成为我国唯一一家实现燃料电池汽车用质子膜批量制备的企业。</p><p>因为项目科技含量高、市场前景广,在筹备及建设过程中,当地政府十分重视。在办理首套工艺论证过程中,淄博市安监部门多次出面为公司协调相关事项,使其成为第一批通过论证的企业之一。各部门单位靠得上,项目进展顺利,加快开工建设。</p><p>燃料电池膜引领了当下乃至未来的能源革命,对推动清洁新能源电池车产业化进程具有重大意义。东岳集团董事长张建宏表示:“燃料电池膜项目的实施,是推动集团加快新旧动能转换,助力东岳打造氢能‘芯片’、‘中国膜谷’的战略项目。我们将进一步立足实际,全力攻坚项目。”</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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东岳集团倾情氢燃料电池膜,倾力打造氢能“芯片”“中国膜谷”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2019-12-12 11:04 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20191212113246c53304cd&s=b><strong>东方网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>东岳集团加快氢燃料电池膜项目研发和产业化倾力打造氢能“芯片”“中国膜谷”一台氢燃料电池汽车,最核心的部位是氢能发动机,氢能发动机最核心的材料是氢燃料电池膜,高性能燃料电池质子膜被称为燃料电池汽车发动机的“芯片”。东岳集团历经16年科研攻关,掌握了这一核心材料的技术。全球有这一技术的企业不超过10家,所以这张膜被东岳人称为“争光膜”。“我们这个项目,总投资14.2亿元,分为南、北两个厂区,预计明年3...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20191212113246c53304cd&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20191212113246c53304cd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"1990449654","content_text":"东岳集团加快氢燃料电池膜项目研发和产业化倾力打造氢能“芯片”“中国膜谷”一台氢燃料电池汽车,最核心的部位是氢能发动机,氢能发动机最核心的材料是氢燃料电池膜,高性能燃料电池质子膜被称为燃料电池汽车发动机的“芯片”。东岳集团历经16年科研攻关,掌握了这一核心材料的技术。全球有这一技术的企业不超过10家,所以这张膜被东岳人称为“争光膜”。“我们这个项目,总投资14.2亿元,分为南、北两个厂区,预计明年3月份,就可以投料试车了。现在,每天都在紧锣密鼓地施工建设,争取尽快投产。”12月10日,在山东东岳未来氢能材料有限公司,项目负责人高树刚带记者参观了他们新建起的研发楼和车间。据他介绍,南区为膜研发、测试和生产区,北区为膜材料配套高端材料项目。看着已经拔地而起、外观充满科技感的几幢大楼,高树刚满脸自豪和憧憬。氢燃料电池技术是世界能源和动力转型的重要发展方向,2017年国家有关部委联合发布《汽车产业中长期发展规划》,强调“要支持燃料电池全产业链技术攻关”“逐步扩大燃料电池汽车试点示范范围”。为加快实现氢燃料电池膜产业化和市场化应用,东岳集团于2017年12月创建未来氢能材料有限公司,高树刚从集团研究院调来了这里,专门致力于该项目。团队共有30人,大家看着这个项目一点一点成长起来,像自己的孩子一般。“燃料电池膜的用量目前还处于‘爬坡’阶段,但东岳燃料电池膜已经获得奔驰福特(AFCC)公司燃料电池膜成功突破6000小时寿命加速测试证书,将用于奔驰、福特的量产氢燃料电池汽车,这张‘通行证’,全球只有东岳和美国一家公司拿到了。”说到这里,高树刚露出欣慰的神色。项目建成达产后,东岳将成为氢燃料电池质子膜全球供应商,成为我国唯一一家实现燃料电池汽车用质子膜批量制备的企业。因为项目科技含量高、市场前景广,在筹备及建设过程中,当地政府十分重视。在办理首套工艺论证过程中,淄博市安监部门多次出面为公司协调相关事项,使其成为第一批通过论证的企业之一。各部门单位靠得上,项目进展顺利,加快开工建设。燃料电池膜引领了当下乃至未来的能源革命,对推动清洁新能源电池车产业化进程具有重大意义。东岳集团董事长张建宏表示:“燃料电池膜项目的实施,是推动集团加快新旧动能转换,助力东岳打造氢能‘芯片’、‘中国膜谷’的战略项目。我们将进一步立足实际,全力攻坚项目。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937444538,"gmtCreate":1575352588824,"gmtModify":1704729312478,"author":{"id":"3466163524603504","authorId":"3466163524603504","name":" . ","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3466163524603504","authorIdStr":"3466163524603504"},"themes":[],"htmlText":"反过来看,现在不正是低吸的好机会嘛","listText":"反过来看,现在不正是低吸的好机会嘛","text":"反过来看,现在不正是低吸的好机会嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/937444538","repostId":"1987928938","repostType":2,"repost":{"id":"1987928938","kind":"news","pubTimestamp":1575037424,"share":"https://www.laohu8.com/m/news/1987928938?lang=&edition=full","pubTime":"2019-11-29 22:23","market":"sh","language":"zh","title":"下行周期净利大降近五成,东岳硅材持续盈利能力存疑(上)","url":"https://stock-news.laohu8.com/highlight/detail?id=1987928938","media":"时代财经","summary":"时代商学院研究员陈佳鑫行业下行周期来得比上市进度还要快,这样的“尴尬”故事正在山东东岳有机硅材料股份有限公司(以下简称“东岳硅材”)身上发生。证监会公告显示,东岳硅材已于11月28日 ...","content":"<html><body><div>\n<p> <strong>时代商学院研究员陈佳鑫</strong></p><p> 行业下行周期来得比上市进度还要快,这样的“尴尬”故事正在山东东岳有机硅材料股份有限公司(以下简称“东岳硅材”)身上发生。</p><p> 证监会公告显示,东岳硅材已于11月28日顺利通过发审委的首发审核。招股书显示,东岳硅材专业从事有机硅材料的研发、生产和销售,乃亚洲规模最大的氟硅材料生产企业<a href=\"https://laohu8.com/S/00189\">东岳集团</a>(00189.HK)控股子公司,2018年分拆后计划于A股创业板独立上市。</p><p> 然而,由于身处周期性行业,东岳硅材业绩经历了大幅波动,今年前三季度其营业收入与扣非净利润分别同比下降了20.79%和47.81%。毛利率也较去年下降9.49个百分点,业绩令人忧心。若行业景气度继续下探,其未来持续盈利能力也将蒙上一层厚厚的阴影。</p><p> <strong>下行周期业绩滑坡</strong></p><p> 2018年3月,东岳集团(00189.HK)首次公告提及有机硅业务分拆事项。2018年11月,其子公司东岳硅材首次向证监会报送招股说明书,正式开启A股IPO之旅。</p><p> 招股书显示,有机硅行业具有较强周期性,产品价格随着周期大幅波动。如下图所示,上一次下行周期中,有机硅价格由2008年10月份的3.1万元/吨左右,一路下跌至2016年7月的1.3万元/吨,创历史最低价。此后,有机硅价格触底反弹,两年间快速上涨至2018年中期的3.5万元/吨,之后又急转直下,快速下探至2019年四季度1.8万元/吨的水平。</p><p> <strong>图1:2004年至今我国有机硅市场价格变动趋势</strong></p><p><img src=\"http://e.thsi.cn/img/32770b35b06d7f61-cms\"/></p><p> 过山车般的市场行情,也导致东岳硅材业绩大幅波动。2018年1-9月,东岳硅材经营业绩处于近10年来最高水平,其2018年净利润达到6.63亿元,同比增长113.87%。毛利率达到36.85%,较2017年上升9.23个百分点。彼时,东岳集团也启动了分拆东岳硅材计划,意欲向A股发起冲击。</p><p> 然而,东岳硅材恐怕没有料到,行业的下行周期来得比自己的上市进度还要快。</p><p> 招股书显示,2019年1-9月,我国有机硅平均价格下降至1.98万元/吨,低于历史平均水平,6月中旬还一度下探至1.63万元/吨的阶段性低位。这也导致东岳硅材2019年前三季度产品平均单价较2018年下降35.44%至14700.11元/吨,已接近2016年的历史最低水平(11113.21元/吨)。</p><p> 产品价格大幅下跌,东岳硅材今年前三季度业绩也出现明显滑坡。招股书显示,2019年1—9月,东岳硅材营业收入与扣非净利润分别同比下降20.79%和47.81%。毛利率也下降至27.36%,较2018年下降幅度高达9.49个百分点。</p><p> 【严正声明】本文(报告)基于已公开的资料信息撰写,文中的信息或所表述的意见均不构成对任何人的投资建议。文章版权归原作者及原出处所有,未经时代周报时代商学院授权,任何媒体、网站及微信公众平台不得引用、复制、转载、摘编或以其他任何方式使用上述内容。获得授权转载,仍须注明出处。(联系邮箱:TimesBusiness@163.com)</p> <p><strong>关注<a href=\"https://laohu8.com/S/300033\">同花顺</a>财经(ths518),获取更多机会</strong></p>\n<span></span>\n</div></body></html>","source":"tonghuashun","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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下行周期净利大降近五成,东岳硅材持续盈利能力存疑(上)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2019-11-29 22:23 北京时间 <a href=http://stock.10jqka.com.cn/hks/20191129/c615625430.shtml><strong>时代财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>时代商学院研究员陈佳鑫 行业下行周期来得比上市进度还要快,这样的“尴尬”故事正在山东东岳有机硅材料股份有限公司(以下简称“东岳硅材”)身上发生。 证监会公告显示,东岳硅材已于11月28日顺利通过发审委的首发审核。招股书显示,东岳硅材专业从事有机硅材料的研发、生产和销售,乃亚洲规模最大的氟硅材料生产企业东岳集团(00189.HK)控股子公司,2018年分拆后计划于A股创业板独立上市。 然而,...</p>\n\n<a href=\"http://stock.10jqka.com.cn/hks/20191129/c615625430.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/d26deea7720c8db4c30c727d9798d48e","relate_stocks":{},"source_url":"http://stock.10jqka.com.cn/hks/20191129/c615625430.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"1987928938","content_text":"时代商学院研究员陈佳鑫 行业下行周期来得比上市进度还要快,这样的“尴尬”故事正在山东东岳有机硅材料股份有限公司(以下简称“东岳硅材”)身上发生。 证监会公告显示,东岳硅材已于11月28日顺利通过发审委的首发审核。招股书显示,东岳硅材专业从事有机硅材料的研发、生产和销售,乃亚洲规模最大的氟硅材料生产企业东岳集团(00189.HK)控股子公司,2018年分拆后计划于A股创业板独立上市。 然而,由于身处周期性行业,东岳硅材业绩经历了大幅波动,今年前三季度其营业收入与扣非净利润分别同比下降了20.79%和47.81%。毛利率也较去年下降9.49个百分点,业绩令人忧心。若行业景气度继续下探,其未来持续盈利能力也将蒙上一层厚厚的阴影。 下行周期业绩滑坡 2018年3月,东岳集团(00189.HK)首次公告提及有机硅业务分拆事项。2018年11月,其子公司东岳硅材首次向证监会报送招股说明书,正式开启A股IPO之旅。 招股书显示,有机硅行业具有较强周期性,产品价格随着周期大幅波动。如下图所示,上一次下行周期中,有机硅价格由2008年10月份的3.1万元/吨左右,一路下跌至2016年7月的1.3万元/吨,创历史最低价。此后,有机硅价格触底反弹,两年间快速上涨至2018年中期的3.5万元/吨,之后又急转直下,快速下探至2019年四季度1.8万元/吨的水平。 图1:2004年至今我国有机硅市场价格变动趋势 过山车般的市场行情,也导致东岳硅材业绩大幅波动。2018年1-9月,东岳硅材经营业绩处于近10年来最高水平,其2018年净利润达到6.63亿元,同比增长113.87%。毛利率达到36.85%,较2017年上升9.23个百分点。彼时,东岳集团也启动了分拆东岳硅材计划,意欲向A股发起冲击。 然而,东岳硅材恐怕没有料到,行业的下行周期来得比自己的上市进度还要快。 招股书显示,2019年1-9月,我国有机硅平均价格下降至1.98万元/吨,低于历史平均水平,6月中旬还一度下探至1.63万元/吨的阶段性低位。这也导致东岳硅材2019年前三季度产品平均单价较2018年下降35.44%至14700.11元/吨,已接近2016年的历史最低水平(11113.21元/吨)。 产品价格大幅下跌,东岳硅材今年前三季度业绩也出现明显滑坡。招股书显示,2019年1—9月,东岳硅材营业收入与扣非净利润分别同比下降20.79%和47.81%。毛利率也下降至27.36%,较2018年下降幅度高达9.49个百分点。 【严正声明】本文(报告)基于已公开的资料信息撰写,文中的信息或所表述的意见均不构成对任何人的投资建议。文章版权归原作者及原出处所有,未经时代周报时代商学院授权,任何媒体、网站及微信公众平台不得引用、复制、转载、摘编或以其他任何方式使用上述内容。获得授权转载,仍须注明出处。(联系邮箱:TimesBusiness@163.com) 关注同花顺财经(ths518),获取更多机会","news_type":1},"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":902079040,"gmtCreate":1559271472480,"gmtModify":1704698095227,"author":{"id":"3466163524603504","authorId":"3466163524603504","name":" . 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