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咩咩咩咩
2019-01-18
$Netflix, Inc.(NFLX)$ 不可思议,连涨那么多天+业绩不及预期+下调下季度指引,还有人在买。
咩咩咩咩
2017-11-25
到10.5左右?
$趣店(QD)$宜人贷上市时十块多,最后跌到3块之后大涨,跌了70%,趣店开盘最高35美元,按70%跌幅差不多10.5左右。
到10.5左右?
咩咩咩咩
2019-02-15
$英伟达(NVDA)$ 今天的行情是这样的,之前下调了预期,然后现在发布的财报达到了下调后的预期,而且有其他亮点,所以一开始长了很多。 但是正好碰上美国经济数据不好,消费数据创9年来最惨,今晚还有消费数据要出,说白了就是大盘向下。到时要看英伟达牛逼还是大盘惨烈了,要是大盘大跌,这边估计也扛不住。 至于期权双杀,那些赌末日深度虚值期权的变废纸很正常,要是买高实值、非末日的期权,哪有那么容易被杀嘛。
咩咩咩咩
2019-03-19
$谷歌(GOOG)$ 真的牛逼,欧盟要罚,韩国要查,特朗普怼,就是不跌,回调都不回调。不愧是fanng
咩咩咩咩
2019-02-27
$太平洋煤气电力(PCG)$ 话说这货老虎上显示的70倍市盈率怎么算的?股价跌这么多,不可能吧。 我算了一下,2017年净利润16.46亿美元,按现在96亿市值计算,PE也就5.8倍。 即便考虑今年业绩下滑,比如本财季预期eps0.62,简单计算全年eps2.48,按现在股价也就7.5倍左右。
咩咩咩咩
2019-02-25
$太平洋煤气电力(PCG)$ 28日盘前要发财报了。
咩咩咩咩
2017-11-25
$趣店(QD)$现在市盈率在12左右吧
咩咩咩咩
2017-11-22
$晶科能源(JKS)$这股票市盈率为什么这么低.....?大家不看好他的未来吗?
咩咩咩咩
2019-03-17
$谷歌(GOOG)$ 神奇......
咩咩咩咩
2019-01-03
$苹果(AAPL)$ 有没有人在之前买了这周五末日put?出来让大家沾沾喜气[开心][开心][开心]
咩咩咩咩
2017-11-28
$Riot Blockchain, Inc.(RIOT)$你们不买等什么呢
咩咩咩咩
2018-12-08
$苹果(AAPL)$ 170破掉就好玩了。
咩咩咩咩
2020-04-14
$黄金主连(GCmain)$
这么长的直线下来,这是发生什么事了吗???
咩咩咩咩
2018-07-17
$Netflix, Inc.(NFLX)$ 之前果然是有提前起知道财报了,就说怎么可能财报前无缘无故大跌4个多点。
咩咩咩咩
2019-01-31
$微软(MSFT)$ 这财报卖到四个点没必要了吧……行行行,有本事你们卖到100以下。
咩咩咩咩
2019-02-28
$太平洋煤气电力(PCG)$ 死了[呆住][呆住][呆住][呆住][难过][难过][难过][难过]
咩咩咩咩
2019-02-27
$太平洋煤气电力(PCG)$ 一上去就砸盘,就没人管管吗[愤怒][愤怒]
咩咩咩咩
2019-02-25
$美国银行(BAC)$ 没人敢搞新高啊,瓶颈
咩咩咩咩
2019-02-21
$新东方(EDU)$ 真是个神奇的股票,主要是因为交易量太小了。股价变动就很奇怪。
去老虎APP查看更多动态
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,"htmlText":"写得好","listText":"写得好","text":"写得好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815317685","repostId":"2164840520","repostType":4,"repost":{"id":"2164840520","kind":"highlight","pubTimestamp":1630639626,"share":"https://www.laohu8.com/m/news/2164840520?lang=&edition=full","pubTime":"2021-09-03 11:27","market":"sh","language":"zh","title":"聪明钱闻风而动!新能源革命的又一个爆发领域?","url":"https://stock-news.laohu8.com/highlight/detail?id=2164840520","media":"格隆汇","summary":"看看机构在推什么?","content":"<html><body><p>可以说,过去及未来相当长的一段时间,我们会围绕这个图进行投资,从能源生产端到能源消纳端,再到中间的能源传输和能源载体。不同的是,不同的时点,市场关注的方向不同而已。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/84b2701013b2e0f1fc8cae67aa0be96d\" tg-height=\"608\" tg-width=\"1080\"/></p>\n<p>风电昨天变成了市场大热门,在wind的概念板块中,以9.78%的涨幅排名市场第一,整个板块28只个股,17只钉在了涨停板上。</p>\n<p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/cdba05a1d348078ae80060dd5cf4e576\" tg-height=\"304\" tg-width=\"1078\"/></p>\n<p>从消息的角度,全球前五大风机制造商之一的西门子歌美飒首席执行官Andreas Nauen接受媒体采访时表示,将暂停在中国的风机销售业务,并在全球范围内涨价5%。Nauen表示,和许多西方其他整机供应商一样,西门子歌美飒在中国本土整机商崛起后,竞争力已大不如前。因此,中国市场已经不是的西门子歌美飒关注的重点,同时正在考虑放弃的还有俄罗斯和土耳其市场。</p>\n<p>另外一个,中国正在规划风电光伏大基地项目,预计整体总量为400GW,预计有一半的规模将在十四五建成,这是继整县推进之后,新能源国家的又一重大规划,将推动中<a href=\"https://laohu8.com/S/600617\">国新能源</a>项目建设再上新台阶,预计十四五年均新增装机将从100GW上调到130-150GW,比预期提升30%-50%。其中预计风电光伏各占一半,另有少量光热项目。</p>\n<p>这两个消息也是引爆昨天市场的一个导火索。</p>\n<p>看了下风电的行业情况</p>\n<p>行业空间,未来的世界肯定是可再生能源的,这个肯定没错,而可再生能源的几个种类,水电资源禀赋的天花板很明显,核电生物能等等这些也无法上量,唯二能够大规模上量的,只有光伏和风电。</p>\n<p>风电的行业空间,在2022-2025年大概平均年复合的新增装机容量增速大概是15%</p>\n<p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/8553d825d3734f02de69b9d6b88f576c\" tg-height=\"403\" tg-width=\"1080\"/></p>\n<p>15%按理说是个很高的增速,但是和光伏比下,就稍微低一点,光伏预计未来几年的年复合增速在25%,保守一点,也在20%之上。</p>\n<p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/ff58e2dc2dfd383eb7e4e3ab62f252e6\" tg-height=\"511\" tg-width=\"1080\"/></p>\n<p>从成本角度来说,陆上风电的平准化度电成本是要低于光伏的,但总安装成本,还是没有光伏下降但快,而且预计未来光伏下降的更快。这些也是市场喜欢光伏,但不喜欢风电的主要几个原因。</p>\n<p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/b8f735d96f16012bc996bcd4eb3487e8\" tg-height=\"470\" tg-width=\"1080\"/></p>\n<p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/8d18a9a93342f5702ef6398af8215c02\" tg-height=\"796\" tg-width=\"1056\"/></p>\n<p>行业格局,从过去两年风机市占率的情况看,这个行业的格局还是比较乱,19年<a href=\"https://laohu8.com/S/002202\">金风科技</a>,远景能源,<a href=\"https://laohu8.com/S/601615\">明阳智能</a>占比较高,三家占比超过50%。2020年,头部公司又多了一个上海电器。到2021年上半年,行业格局几乎又换一个样子,变成了远景,中车风电,<a href=\"https://laohu8.com/S/02208\">金风科技</a>和运达风电。</p>\n<p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/6cc769c1a0c1143159890a2a60c62060\" tg-height=\"365\" tg-width=\"1080\"/></p>\n<p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/ec613039aab219f8b06bc31ad00f3b43\" tg-height=\"456\" tg-width=\"1080\"/></p>\n<p>这样的竞争格局,基本可以说明一件事,这个行业的技术门槛不是很高,公司可能拼的是成本控制,销售,或者渠道等其他因素。</p>\n<p>虽然风电这个行业似乎不如光伏,但是架不住,风电板块的估值低啊。在通威,隆基50倍估值的时候,风电的几个龙头,金风科技18倍,明阳智能23倍。</p>\n<p>然后从产业链的角度来说,风塔和叶片占了主要的成本。</p>\n<p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/78759df9faf7a3d92a0310b019f4385a\" tg-height=\"570\" tg-width=\"1080\"/></p>\n<p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/c5b546de023df94847dff4e21bf20b01\" tg-height=\"745\" tg-width=\"1080\"/></p>\n<p>关于投资主线,<a href=\"https://laohu8.com/S/601878\">浙商证券</a>建议关注两条主线——主机厂和核心零部件</p>\n<p><b>一、主机厂短期业绩弹性大</b></p>\n<p>主机厂短期业绩弹性大。一般主机厂收入确认中当年新签订单约占 25%,去年新签订单占比50%和前年新签订单占比25%。1)从招标量来看,2019年、2020年国内风电机组招标量分别为65.2GW、31.1GW;2)从招标价格来看,以3MW机组为例,2019年6-12月平均价格为3875元/KW、2020年平均价格为3618 元/KW(不含塔筒价格),而2021年3、4月平均招标价格为2672元/KW,同比2019年6-12月下降31%,同比 2020年下降26%,因此主机厂2021年确认收入中将有75%左右来自2019年、2002年签订的高价订单;3)从零部件价格来看,陆上风电经历2019年、2020年大幅抢装,2021年不再补贴后零部件供应价格也出现一定程度的下降。高价订单确认收入和陆上风电零部件价格下跌带来的剪刀差扩大将提升主机厂的毛利率。建议关注<a href=\"https://laohu8.com/S/300772\">运达股份</a>、明阳智能和金风科技。</p>\n<p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/aa505d0e88b857fc14545a4a48deb885\" tg-height=\"748\" tg-width=\"1080\"/></p>\n<p><b>二、核心零部件</b></p>\n<p>核心零部件看好市场规模较大、竞争格局良好的细分领域龙头。推荐具备全球竞争优势、领先布局大型化铸件的<a href=\"https://laohu8.com/S/603218\">日月股份</a>、行业集中度高的主轴供应商<a href=\"https://laohu8.com/S/300443\">金雷股份</a>、国产化程的度低的轴承生产商<a href=\"https://laohu8.com/S/300850\">新强联</a>,关注市场空间大、竞争格局较为分散的塔筒龙头<a href=\"https://laohu8.com/S/002531\">天顺风能</a>、叶片供应商<a href=\"https://laohu8.com/S/002080\">中材科技</a>。</p>\n<p>风力发电机组主要部件包括叶片、变频器、齿轮箱、电气控制系统、发电机、主轴、轮毂等。因驱动方式的不同,双馈式和直驱式风机零部件有所差异,主要涉及到有无齿 轮箱。以明阳智能 2.0MW 的双馈式风力发电机组风机为例:单台风机售价639万元,成 本 528万元,其中叶片占材料成本比重最高(23.89%),依次为齿轮箱(18.67%)、变桨 控制系统(17.05%)、发电机(6.67%)。 </p>\n<p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/a77598ee15052bf7beb0aefa5e65d4bd\" tg-height=\"769\" tg-width=\"1080\"/></p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta 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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聪明钱闻风而动!新能源革命的又一个爆发领域?\n</h2>\n<h4 class=\"meta\">\n\n\n2021-09-03 11:27 北京时间 <a href=\"http://www.gelonghui.com/p/484882\"><strong>格隆汇</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>可以说,过去及未来相当长的一段时间,我们会围绕这个图进行投资,从能源生产端到能源消纳端,再到中间的能源传输和能源载体。不同的是,不同的时点,市场关注的方向不同而已。\n风电昨天变成了市场大热门,在wind的概念板块中,以9.78%的涨幅排名市场第一,整个板块28只个股,17只钉在了涨停板上。\n\n从消息的角度,全球前五大风机制造商之一的西门子歌美飒首席执行官Andreas Nauen接受媒体采访时表示...</p>\n<a href=\"http://www.gelonghui.com/p/484882\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ace8009badd158895dca20fb627e1735","relate_stocks":{"159875":"新能源","160640":"新能源","399941":"新能源","000941.SH":"新能源"},"source_url":"http://www.gelonghui.com/p/484882","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2164840520","content_text":"可以说,过去及未来相当长的一段时间,我们会围绕这个图进行投资,从能源生产端到能源消纳端,再到中间的能源传输和能源载体。不同的是,不同的时点,市场关注的方向不同而已。\n风电昨天变成了市场大热门,在wind的概念板块中,以9.78%的涨幅排名市场第一,整个板块28只个股,17只钉在了涨停板上。\n\n从消息的角度,全球前五大风机制造商之一的西门子歌美飒首席执行官Andreas Nauen接受媒体采访时表示,将暂停在中国的风机销售业务,并在全球范围内涨价5%。Nauen表示,和许多西方其他整机供应商一样,西门子歌美飒在中国本土整机商崛起后,竞争力已大不如前。因此,中国市场已经不是的西门子歌美飒关注的重点,同时正在考虑放弃的还有俄罗斯和土耳其市场。\n另外一个,中国正在规划风电光伏大基地项目,预计整体总量为400GW,预计有一半的规模将在十四五建成,这是继整县推进之后,新能源国家的又一重大规划,将推动中国新能源项目建设再上新台阶,预计十四五年均新增装机将从100GW上调到130-150GW,比预期提升30%-50%。其中预计风电光伏各占一半,另有少量光热项目。\n这两个消息也是引爆昨天市场的一个导火索。\n看了下风电的行业情况\n行业空间,未来的世界肯定是可再生能源的,这个肯定没错,而可再生能源的几个种类,水电资源禀赋的天花板很明显,核电生物能等等这些也无法上量,唯二能够大规模上量的,只有光伏和风电。\n风电的行业空间,在2022-2025年大概平均年复合的新增装机容量增速大概是15%\n\n15%按理说是个很高的增速,但是和光伏比下,就稍微低一点,光伏预计未来几年的年复合增速在25%,保守一点,也在20%之上。\n\n从成本角度来说,陆上风电的平准化度电成本是要低于光伏的,但总安装成本,还是没有光伏下降但快,而且预计未来光伏下降的更快。这些也是市场喜欢光伏,但不喜欢风电的主要几个原因。\n\n\n行业格局,从过去两年风机市占率的情况看,这个行业的格局还是比较乱,19年金风科技,远景能源,明阳智能占比较高,三家占比超过50%。2020年,头部公司又多了一个上海电器。到2021年上半年,行业格局几乎又换一个样子,变成了远景,中车风电,金风科技和运达风电。\n\n\n这样的竞争格局,基本可以说明一件事,这个行业的技术门槛不是很高,公司可能拼的是成本控制,销售,或者渠道等其他因素。\n虽然风电这个行业似乎不如光伏,但是架不住,风电板块的估值低啊。在通威,隆基50倍估值的时候,风电的几个龙头,金风科技18倍,明阳智能23倍。\n然后从产业链的角度来说,风塔和叶片占了主要的成本。\n\n\n关于投资主线,浙商证券建议关注两条主线——主机厂和核心零部件\n一、主机厂短期业绩弹性大\n主机厂短期业绩弹性大。一般主机厂收入确认中当年新签订单约占 25%,去年新签订单占比50%和前年新签订单占比25%。1)从招标量来看,2019年、2020年国内风电机组招标量分别为65.2GW、31.1GW;2)从招标价格来看,以3MW机组为例,2019年6-12月平均价格为3875元/KW、2020年平均价格为3618 元/KW(不含塔筒价格),而2021年3、4月平均招标价格为2672元/KW,同比2019年6-12月下降31%,同比 2020年下降26%,因此主机厂2021年确认收入中将有75%左右来自2019年、2002年签订的高价订单;3)从零部件价格来看,陆上风电经历2019年、2020年大幅抢装,2021年不再补贴后零部件供应价格也出现一定程度的下降。高价订单确认收入和陆上风电零部件价格下跌带来的剪刀差扩大将提升主机厂的毛利率。建议关注运达股份、明阳智能和金风科技。\n\n二、核心零部件\n核心零部件看好市场规模较大、竞争格局良好的细分领域龙头。推荐具备全球竞争优势、领先布局大型化铸件的日月股份、行业集中度高的主轴供应商金雷股份、国产化程的度低的轴承生产商新强联,关注市场空间大、竞争格局较为分散的塔筒龙头天顺风能、叶片供应商中材科技。\n风力发电机组主要部件包括叶片、变频器、齿轮箱、电气控制系统、发电机、主轴、轮毂等。因驱动方式的不同,双馈式和直驱式风机零部件有所差异,主要涉及到有无齿 轮箱。以明阳智能 2.0MW 的双馈式风力发电机组风机为例:单台风机售价639万元,成 本 528万元,其中叶片占材料成本比重最高(23.89%),依次为齿轮箱(18.67%)、变桨 控制系统(17.05%)、发电机(6.67%)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":928739362,"gmtCreate":1586878945356,"gmtModify":1704362406539,"author":{"id":"3467532638458791","authorId":"3467532638458791","name":"咩咩咩咩","avatar":"https://static.laohu8.com/8298ecc8358fe972873aee61eab8cfd8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3467532638458791","authorIdStr":"3467532638458791"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连(GCmain)$</a>这么长的直线下来,这是发生什么事了吗???","listText":"<a 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