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zc0112
2022-06-24
本来长的好好的，看到“机构预测”就。。。
抱歉，原内容已删除
zc0112
2021-08-27
阿里太大盘了，散户那么少的资金炒不起来的
抱歉，原内容已删除
zc0112
2020-12-02
$达达集团(DADA)$
MHGTCXG MHGTCXG The game chat CHUHGCGHHVXHVHC Jjcjjcncnc The it to you by my mom is the job and NJ
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17:10","market":"hk","language":"zh","title":"概念追踪 | 风电大爆发催化海缆三强走高 机构大胆预测还有50%上行空间(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2244273194","media":"智通财经","summary":"作为海上风电的“血管”，海底电缆是海上风电项目开发重要环节。天风通信坚定看好海缆三强，未来2-3个季度中天科技、亨通光电仍展望约50%空间。近日世界首条500千伏三芯海缆设计制造技术方案通过专家评审。此前，我国海上风电场集中送出海底电缆主要采用220千伏电压等级。公司目前拥有海工及海缆敷设船只共8只，具备8MW以上风机安装施工能力。成功交付220kV大长度、大截面光电复合海底电缆近400公里，公司海缆销量627公里，同比+137.31%。","content":"<html><body><p>智通财经APP获悉，6月17日，新能源赛道崛起，风电等分支集体走高，<a href=\"https://laohu8.com/S/603606\">东方电缆</a>(603606.SH)涨停，<a href=\"https://laohu8.com/S/600522\">中天科技</a>(600522.SH)、<a href=\"https://laohu8.com/S/600487\">亨通光电</a>(出.SH)等股拉升走高。作为海上风电的“血管”，海底电缆是海上风电项目开发重要环节。据估计，海缆费用约占海上风电项目投资总额的8%-15%。天风通信坚定看好海缆三强，未来2-3个季度中天科技、亨通光电仍展望约50%空间。</p><p>2021年，全球风电招标量达到88GW，同比增长153%，正处在上升通道中。具体来看，陆上风电市场发展更早，更为成熟，且受到土地资源等限制，<a href=\"https://laohu8.com/S/601162\">天风证券</a>预计，海外21-25年陆风CAGR为4%。海风度电成本大幅降低，2020年按照7%的收益率计算低于100美元/兆瓦时，已经低于部分地区的光伏、天然气、煤炭等能源的度电成本，更具经济性优势。</p><p>海底电缆是海上风电场的重要设备，是整个风电场运行结构中的“血管”和“神经”。近日世界首条500千伏三芯海缆设计制造技术方案通过专家评审。此前，我国海上风电场集中送出海底电缆主要采用220千伏电压等级。500千伏三芯海底电缆应用于工程实践中，在世界上并无先例，该海缆单回送出距离超过60公里，是世界上电压等级最高、单根长度最长的三芯海底电缆，其生产制作、装船运输、敷设安装和现场交接试验，也将是世界首次。</p><p>华创证券指出，根据对现有风电装机容量规划的不完全统计，“十四五”期间全国海上风电规划总装机量超100GW，且仍然存超预期可能。作为海上风电的“血管”，海底电缆是海上风电项目开发重要环节，据估计，海缆费用约占海上风电项目投资总额的8%-15%，海上风电产业的快速发展同步拉动海缆的需求增长。</p><p>天风通信核心推荐标的<strong>中天科技、亨通光电持续强势表现，一直坚定看好海缆三强，前期调整也重点提示再上车机会，未来2-3个季度中天&亨通仍展望约50%空间</strong>，解读、变化和观点如下： </p><p>1、 大涨原因：1）海风产业链上游价格/成本下降；2）板块催化密集释放（国家政策支持，海南、福建、山东等地区海风规划明确落地并有望加速推进）；3）横向比较海缆环节优势显著，海风高景气/海缆壁垒高+格局好+盈利能力强/低估值。</p><p> 2、 跟市场交流反馈，目前股价走势还没有怎么去交易其中个股Q2业绩，更多表现为贝塔趋势行情。展望未来，随着中报预告披露时间临近，中天、亨通的投资性价比优势仍较为显著，具体如下： A）行业向上趋势/景气度确定性强（光纤光缆持续改善向上复苏，海风海缆长期成长空间大）；B）Q2业绩好& 低估值具有稀缺性；C）未来海缆招标落地催化多。 </p><p>3、 未来潜在超预期和提估值的点：1）海风大项目（青洲5、6、7，帆石1、2，射阳项目总共6GW）海缆招标，一旦落地印证格局好、盈利能力强的逻辑，利于持续拔估值；2）随着公司未来海外海缆订单持续落地，出海成长路径确立，有望再次突破估值体系；3）光纤光缆预期低，当前市场定价为估值下限，而产业基本面边际变化都是上行趋势，业绩和估值的弹性均有上行空间。</p><p>华创证券分析师也表示，海缆行业壁垒较高，新晋企业难以抢占份额，竞争格局较为集中。我国海缆厂商体系化服务能力及产品能力优秀，先发优势明显。中天科技(600522.SH)、亨通光电(600487.SH)、东方电缆(603606.SH)为代表的海缆龙头核心受益。</p><p><strong>相关概念股：</strong></p><p>中天科技(600522.SH)：截至2021年底，中天海缆供货业绩覆盖除南极洲以外的六大洲，总里程超20000千米。</p><p>亨通光电(600487.SH)：公司是国内头部三家可以提供500KV以上海缆生产企业之一，已通过±535kV柔性直流海缆型式实验。公司目前拥有海工及海缆敷设船只共8只，具备8MW以上风机安装施工能力。</p><p>东方电缆(603606.SH)：截至一季度末公司在手订单为91.87亿元，其中海缆系统54.64亿元，陆缆系统28.84亿元，海洋工程8.39亿元；2022年以来公司已公告披露海缆相关订单金额超50亿元。</p><p><a href=\"https://laohu8.com/S/600973\">宝胜股份</a>(600973.SH)：2021年公司海缆相关业务营收15.08亿元，同比+422.12%，毛利率高达38.66%。成功交付220kV大长度、大截面光电复合海底电缆近400公里，公司海缆销量627公里，同比+137.31%。</p></body></html>","source":"stock_zhitongcaijing","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\" 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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概念追踪 | 风电大爆发催化海缆三强走高 机构大胆预测还有50%上行空间(附概念股)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-17 17:10 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/740438.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，6月17日，新能源赛道崛起，风电等分支集体走高，东方电缆(603606.SH)涨停，中天科技(600522.SH)、亨通光电(出.SH)等股拉升走高。作为海上风电的“血管”，海底电缆是海上风电项目开发重要环节。据估计，海缆费用约占海上风电项目投资总额的8%-15%。天风通信坚定看好海缆三强，未来2-3个季度中天科技、亨通光电仍展望约50%空间。2021年，全球风电招标量达到...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/740438.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600487":"亨通光电","600522":"中天科技","600973":"宝胜股份","603606":"东方电缆"},"source_url":"http://www.zhitongcaijing.com/content/detail/740438.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2244273194","content_text":"智通财经APP获悉，6月17日，新能源赛道崛起，风电等分支集体走高，东方电缆(603606.SH)涨停，中天科技(600522.SH)、亨通光电(出.SH)等股拉升走高。作为海上风电的“血管”，海底电缆是海上风电项目开发重要环节。据估计，海缆费用约占海上风电项目投资总额的8%-15%。天风通信坚定看好海缆三强，未来2-3个季度中天科技、亨通光电仍展望约50%空间。2021年，全球风电招标量达到88GW，同比增长153%，正处在上升通道中。具体来看，陆上风电市场发展更早，更为成熟，且受到土地资源等限制，天风证券预计，海外21-25年陆风CAGR为4%。海风度电成本大幅降低，2020年按照7%的收益率计算低于100美元/兆瓦时，已经低于部分地区的光伏、天然气、煤炭等能源的度电成本，更具经济性优势。海底电缆是海上风电场的重要设备，是整个风电场运行结构中的“血管”和“神经”。近日世界首条500千伏三芯海缆设计制造技术方案通过专家评审。此前，我国海上风电场集中送出海底电缆主要采用220千伏电压等级。500千伏三芯海底电缆应用于工程实践中，在世界上并无先例，该海缆单回送出距离超过60公里，是世界上电压等级最高、单根长度最长的三芯海底电缆，其生产制作、装船运输、敷设安装和现场交接试验，也将是世界首次。华创证券指出，根据对现有风电装机容量规划的不完全统计，“十四五”期间全国海上风电规划总装机量超100GW，且仍然存超预期可能。作为海上风电的“血管”，海底电缆是海上风电项目开发重要环节，据估计，海缆费用约占海上风电项目投资总额的8%-15%，海上风电产业的快速发展同步拉动海缆的需求增长。天风通信核心推荐标的中天科技、亨通光电持续强势表现，一直坚定看好海缆三强，前期调整也重点提示再上车机会，未来2-3个季度中天&亨通仍展望约50%空间，解读、变化和观点如下： 1、 大涨原因：1）海风产业链上游价格/成本下降；2）板块催化密集释放（国家政策支持，海南、福建、山东等地区海风规划明确落地并有望加速推进）；3）横向比较海缆环节优势显著，海风高景气/海缆壁垒高+格局好+盈利能力强/低估值。 2、 跟市场交流反馈，目前股价走势还没有怎么去交易其中个股Q2业绩，更多表现为贝塔趋势行情。展望未来，随着中报预告披露时间临近，中天、亨通的投资性价比优势仍较为显著，具体如下： A）行业向上趋势/景气度确定性强（光纤光缆持续改善向上复苏，海风海缆长期成长空间大）；B）Q2业绩好& 低估值具有稀缺性；C）未来海缆招标落地催化多。 3、 未来潜在超预期和提估值的点：1）海风大项目（青洲5、6、7，帆石1、2，射阳项目总共6GW）海缆招标，一旦落地印证格局好、盈利能力强的逻辑，利于持续拔估值；2）随着公司未来海外海缆订单持续落地，出海成长路径确立，有望再次突破估值体系；3）光纤光缆预期低，当前市场定价为估值下限，而产业基本面边际变化都是上行趋势，业绩和估值的弹性均有上行空间。华创证券分析师也表示，海缆行业壁垒较高，新晋企业难以抢占份额，竞争格局较为集中。我国海缆厂商体系化服务能力及产品能力优秀，先发优势明显。中天科技(600522.SH)、亨通光电(600487.SH)、东方电缆(603606.SH)为代表的海缆龙头核心受益。相关概念股：中天科技(600522.SH)：截至2021年底，中天海缆供货业绩覆盖除南极洲以外的六大洲，总里程超20000千米。亨通光电(600487.SH)：公司是国内头部三家可以提供500KV以上海缆生产企业之一，已通过±535kV柔性直流海缆型式实验。公司目前拥有海工及海缆敷设船只共8只，具备8MW以上风机安装施工能力。东方电缆(603606.SH)：截至一季度末公司在手订单为91.87亿元，其中海缆系统54.64亿元，陆缆系统28.84亿元，海洋工程8.39亿元；2022年以来公司已公告披露海缆相关订单金额超50亿元。宝胜股份(600973.SH)：2021年公司海缆相关业务营收15.08亿元，同比+422.12%，毛利率高达38.66%。成功交付220kV大长度、大截面光电复合海底电缆近400公里，公司海缆销量627公里，同比+137.31%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398527130,"gmtCreate":1606921785120,"gmtModify":1703845437910,"author":{"id":"3516943814461032","authorId":"3516943814461032","name":"zc0112","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516943814461032","idStr":"3516943814461032"},"themes":[],"htmlText":"<a 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