JT2021的个人主页 - 老虎社区

JT2021

JT2021

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2021-10-12

$CHINA AVIATION OIL(S) CORP LTD(G92.SI)$ up [微笑]

2021-12-13

$JIUTIAN CHEMICAL GROUP LIMITED(C8R.SI)$ bottomed and rebounded?

2021-11-10

$FORTRESS MINERALS LIMITED(OAJ.SI)$Terengganu and Pahang on MCO Phase 4. :)

2021-09-17

$SILVERLAKE AXIS LTD(5CP.SI)$ good breakout.?

2021-12-18

$UG HEALTHCARE CORPORATION LTD(8K7.SI)$[smile]

2021-12-07

$Alibaba(09988)$ bottomed and rebounded?

2021-11-29

$UG HEALTHCARE CORPORATION LTD(8K7.SI)$[微笑]

2021-11-12

$GOLDEN AGRI-RESOURCES LTD(E5H.SI)$[看涨]

2021-11-07

$GOLDEN AGRI-RESOURCES LTD(E5H.SI)$ earnings announcement coming

2021-09-09

$FORTRESS MINERALS LIMITED(OAJ.SI)$ bottomed?

2021-12-23

$SUNNY OPTICAL(02382)$[Call]

2021-11-10

$SILVERLAKE AXIS LTD(5CP.SI)$[微笑]

2021-10-29

$SINOPEC CORP(00386)$[看涨]

2021-10-13

$FORTRESS MINERALS LIMITED(OAJ.SI)$ up up up......

2021-10-04

$FORTRESS MINERALS LIMITED(OAJ.SI)$ bottomed?

2021-09-12

$Alibaba(09988)$ just started to climb up?

2021-12-25

$CHINA XLX FERT(01866)$[smile]

2021-12-22

$CHINA XLX FERT(01866)$[Call]

2021-12-15

$Shanghai Putailai Newenergy Technology Co.,Ltd.(603659)$ confluence of bullish signals?

2021-12-11

$XINYI ENERGY(03868)$ green on Friday close

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很明显大家的想法一致认为电动车渗透率己高，今年再大超预期相当困难，再配合去年的高估值，导致不确定性因素多，当中虽然仍有投资机会但汽车电动化行情大概率将从去年全面贝塔行情演变成结构性Alpha行情，选股难度增加，相反汽车智能化则步入爆发期迎来全面beta行情的可能。 一、电动化结构行情，需时刻跟踪景气度 自2020年下半年起，国内新能源汽车销量开始走强至今。 截止2021年底，国内新能源汽车销量352万辆，同比增长169.1%，新能源汽车渗透率从2020年的5.8%上升至2021年14.8%，其中12月单月渗透率更是达到22.6%。 2020年下半年销量走强与因疫情发生积累的潜在购买消费者一并爆发及政策补贴有较大的关系。 如果说2020年下半年新能源汽车的爆发是偶然，那么2021年全年销量持续增长则打消了市场对偶然性的担忧，原因在于2021年新能源汽车销量与过往不同，没有季节性波动而是销量逐季上升，那么大概率就是市场需求旺盛所致。 也因为相信新能源汽车的爆发是由市场需求驱动，所以中汽协及乘联会都十分看好2022年电动车销量能够持续增长。 乘联会预测，从乐观的角度看，2022年新能源汽车销量为550-600万辆，渗透率为22%。 从中性的角度看，中汽协预测2022年新能源汽车销量500万辆，渗透率超18%；乘联会则预测新能源汽车销量为520-550万辆，渗透率达到25%。 回顾2021年及展望2022年，新能源车与传统燃油车走势形成强烈分化的趋势明显，但是近期新能源汽车、锂电池产业链等上市公司羸弱的股价走势与仍处于高景气产业趋势完全相反。 原因可能源于两大点。 （1）国内","text":"每一年初，各大券商及头部公募私募基金经理都会轮番展望该年的投资行情。 而今年，针对过去高景气的新能源汽车、锂电池板块等“电动化”类公司时，不少头部基金经理都异口同声提及电动车接下来的投资重心将放在汽车智能化。 很明显大家的想法一致认为电动车渗透率己高，今年再大超预期相当困难，再配合去年的高估值，导致不确定性因素多，当中虽然仍有投资机会但汽车电动化行情大概率将从去年全面贝塔行情演变成结构性Alpha行情，选股难度增加，相反汽车智能化则步入爆发期迎来全面beta行情的可能。 一、电动化结构行情，需时刻跟踪景气度 自2020年下半年起，国内新能源汽车销量开始走强至今。 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（1）国内","images":[{"img":"https://static.tigerbbs.com/462dfdb211784387833e190dc73bbe32","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/25b9dbf24ef842f9b3f241c40ded5a77","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/066e0f4f373e46219f1676a9543fa7e2","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697086081","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694934407,"gmtCreate":1641781738389,"gmtModify":1641782410665,"author":{"id":"3580958740152019","authorId":"3580958740152019","name":"JT2021","avatar":"https://static.tigerbbs.com/3a22b85c7636ce4b4baadb4d6193f6ff","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580958740152019","authorIdStr":"3580958740152019"},"themes":[],"htmlText":"‌<a 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