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junhao1020
2021-12-26
$老虎证券(TIGR)$
成本价17.68 ,还有的救吗?[流泪] [流泪]
junhao1020
2021-12-23
ok
抱歉,原内容已删除
junhao1020
2021-12-23
ok
最高增幅超10倍!近百家A股公司披露全年业绩预告
junhao1020
2021-12-23
这篇文章不错,转发给大家看
@许亚鑫:市场被吓坏了,但黄金却仍有望突破短期行情
junhao1020
2021-12-23
阿里巴巴 加油!
junhao1020
2021-12-21
比特币
抱歉,原内容已删除
junhao1020
2021-12-21
[微笑]
电动汽车行业太难了!“缺芯”之后,或将面临“缺锂”
去老虎APP查看更多动态
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23:15","market":"sh","language":"zh","title":"最高增幅超10倍!近百家A股公司披露全年业绩预告","url":"https://stock-news.laohu8.com/highlight/detail?id=1177882086","media":"中国证券报","summary":"Wind数据显示,截至目前,A股共有94家上市公司披露2021年全年业绩预告,其中77家预喜,预喜比例为81.91%。\n94家上市公司中,略增32家、扭亏2家、续盈10家、预增33家。已披露业绩预告的","content":"<div>\n<p>Wind数据显示,截至目前,A股共有94家上市公司披露2021年全年业绩预告,其中77家预喜,预喜比例为81.91%。\n94家上市公司中,略增32家、扭亏2家、续盈10家、预增33家。已披露业绩预告的上市公司,整体保持了较高的业绩增长。\n从行业角度看,传媒、化工、医疗医药、电子、交通运输、通信技术等行业业绩表现较为突出。\n77家公司全年业绩预喜\n净利润金额方面,预计2021年全年实现归母净利润下限...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/QmSaT5nVzRwQo9zKTrjllw\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>最高增幅超10倍!近百家A股公司披露全年业绩预告</title>\n<style 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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最高增幅超10倍!近百家A股公司披露全年业绩预告\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 23:15 北京时间 <a href=https://mp.weixin.qq.com/s/QmSaT5nVzRwQo9zKTrjllw><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wind数据显示,截至目前,A股共有94家上市公司披露2021年全年业绩预告,其中77家预喜,预喜比例为81.91%。\n94家上市公司中,略增32家、扭亏2家、续盈10家、预增33家。已披露业绩预告的上市公司,整体保持了较高的业绩增长。\n从行业角度看,传媒、化工、医疗医药、电子、交通运输、通信技术等行业业绩表现较为突出。\n77家公司全年业绩预喜\n净利润金额方面,预计2021年全年实现归母净利润下限...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/QmSaT5nVzRwQo9zKTrjllw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/QmSaT5nVzRwQo9zKTrjllw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177882086","content_text":"Wind数据显示,截至目前,A股共有94家上市公司披露2021年全年业绩预告,其中77家预喜,预喜比例为81.91%。\n94家上市公司中,略增32家、扭亏2家、续盈10家、预增33家。已披露业绩预告的上市公司,整体保持了较高的业绩增长。\n从行业角度看,传媒、化工、医疗医药、电子、交通运输、通信技术等行业业绩表现较为突出。\n77家公司全年业绩预喜\n净利润金额方面,预计2021年全年实现归母净利润下限超过1亿元的有42家,预计超过5亿元的有13家,分众传媒、龙佰集团、歌尔股份、双星新材、迪阿股份、海力风电等6家上市公司预计2021年全年实现归母净利润下限超过10亿元。\n其中,分众传媒预计2021年全年实现归母净利润60.2亿元至62亿元,同比增长50.36%至54.85%。公司在消费品领域保持了持续稳定的增长态势。同时,受益于基数效应,公司2021年经营业绩较去年有较大幅度的增长。\n净利润增幅方面,剔除扭亏类别公司后,预计2021年全年实现归母净利润增幅下限超过10%的有49家,超过50%的有25家。东芯股份、怡亚通、保龄宝、嘉和美康、力量钻石、炬芯科技-U、华兰股份、迪阿股份、凯普生物、普冉股份、龙佰集团等11家上市公司,预计2021年全年实现归母净利润增幅下限超过100%。\n东芯股份以超过10倍的净利润增幅,暂列A股2021年全年业绩“增长王”。公司首次公开发行股票并在科创板上市招股意向书显示,公司预计2021年全年实现归母净利润2.25亿元至2.4亿元。2020年度,公司实现归母净利润1953.31万元。\n化工、电子行业业绩表现突出\n从行业角度看,化工、电子、医疗医药、传媒、交通运输、通信技术等行业业绩表现较为突出。\n通信技术方面,工信部数据显示,信息通信业高质量发展取得新成效,建成开通5G基站超过130万个,5G终端用户达到4.97亿户,超额完成电信精准降费年度任务。\n医疗医药行业方面,核酸检测产品类上市公司,业绩表现较为突出。凯普生物预计2021年全年实现归母净利润8亿元至8.6亿元,同比增长120.59%至137.14%。报告期内,公司持续推进“核酸检测产品+医学检验服务”的一体化经营模式,持续推行“核酸99战略”与“凯普B53核酸远程战略服务方案”,公司旗下第三方医学实验室(含香港)积极参与新冠疫情防控工作,业务取得快速发展。\n工信部日前发布的数据显示,疫苗和重要医疗物资保障任务全面完成,新冠疫苗年产能达到70亿剂。\n中国证券报记者梳理发现,企业所在行业处于高景气周期,新产品上市后销量大幅增长,公司在手订单增加,是业绩增长的主要原因。\n先进磁性金属材料企业云路股份,预计2021年全年实现营业收入约8.9亿元至9.6亿元,同比增长24.43%至34.21%;预计2021年实现归母净利润1.13亿元至1.25亿元,同比增长17.9%至30.42%。报告期内,公司新产品纳米晶超薄带和雾化粉末及其制品经市场推广后,销量大幅增长带动公司业绩增长。\n龙佰集团在业绩预告中指出,公司预计2021年全年实现归母净利润457737.32万元至572171.65万元,同比增长100%至150%。业绩变动的主要原因是,报告期内,公司主营产品钛白粉市场处于景气周期,销售价格同比增加较多,现有钛白粉产能利用率提升,特别是公司氯化法产能有效释放。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691208917,"gmtCreate":1640189669975,"gmtModify":1640189670063,"author":{"id":"3581134763013831","authorId":"3581134763013831","name":"junhao1020","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581134763013831","idStr":"3581134763013831"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691208917","repostId":"693664440","repostType":1,"repost":{"id":693664440,"gmtCreate":1640014750830,"gmtModify":1640063010629,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532831849818465","idStr":"3532831849818465"},"themes":[],"title":"市场被吓坏了,但黄金却仍有望突破短期行情","htmlText":"各位虎友,大家好!年度的评选投票又开始了,希望大家在收看文章的时候,动动手指去点个赞,许导未来争取给大家带来更多精彩的观点,投票入口在这里:<a href=\"https://laohu8.com/TW/605123832\" target=\"_blank\">老虎社区最受欢迎虎友评选开始</a> 上周,超级央行周结束,美联储决定加速缩债,英国央行则扣动加息扳机。本周我们即将迎来圣诞周,由于欧美市场因假期会提前休市,预计市场整体的波动率有限。 如上图所示,截至许导写稿之时,美股开盘仍然还在调整,VIX恐慌指数目前也攀升到接近20%。这一波抛售实际上也和上周五美联储官员的一些相关评论有关系。 美联储理事沃勒(Christopher Waller)上周五表示,在决定提前结束资产购买计划后,美联储可能最早在3月15-16日会议上开始加息,以遏制“高得吓人”的通胀。 此外,沃勒还主张美联储可以在加息后的一到两次加息会议上,就决定开始缩减其庞大的资产负债表,允许到期证券流出。 许导认为,加速缩债已经成为既定事实,并且时间节点就是在明年3月结束,这个过程大概率不太可能再次缩短。市场的焦点开始转向美联储缩债结束吼是否加息,怎料沃勒不但爆料要提前加息,并且还要缩表。 这直接就吓坏了市场。如上图所示,市场目前标价的普遍预期,是美联储在明年5-6月会加息25基点,而沃勒则暗示这个时间节点可以提前到3月。 当然,许导认为,导致市场避险升温的更重要的一个因素,则是此前的“3B”法案没有办法在圣诞节前后通过了。 也不知道到底是谁给了乔·曼钦(Joe Manchin)这么大的勇气,居然这些采访评论并未事先知会白宫或国会民主党高层。由于共和党都反对这项法案,这就意味着曼钦手里目前握着参议院50比50僵持局面的最关键一票,如果谈不妥......你们想嘛,“3B”法案通不过,就意味着明年的中期大选可能会导致民主党","listText":"各位虎友,大家好!年度的评选投票又开始了,希望大家在收看文章的时候,动动手指去点个赞,许导未来争取给大家带来更多精彩的观点,投票入口在这里:<a href=\"https://laohu8.com/TW/605123832\" target=\"_blank\">老虎社区最受欢迎虎友评选开始</a> 上周,超级央行周结束,美联储决定加速缩债,英国央行则扣动加息扳机。本周我们即将迎来圣诞周,由于欧美市场因假期会提前休市,预计市场整体的波动率有限。 如上图所示,截至许导写稿之时,美股开盘仍然还在调整,VIX恐慌指数目前也攀升到接近20%。这一波抛售实际上也和上周五美联储官员的一些相关评论有关系。 美联储理事沃勒(Christopher Waller)上周五表示,在决定提前结束资产购买计划后,美联储可能最早在3月15-16日会议上开始加息,以遏制“高得吓人”的通胀。 此外,沃勒还主张美联储可以在加息后的一到两次加息会议上,就决定开始缩减其庞大的资产负债表,允许到期证券流出。 许导认为,加速缩债已经成为既定事实,并且时间节点就是在明年3月结束,这个过程大概率不太可能再次缩短。市场的焦点开始转向美联储缩债结束吼是否加息,怎料沃勒不但爆料要提前加息,并且还要缩表。 这直接就吓坏了市场。如上图所示,市场目前标价的普遍预期,是美联储在明年5-6月会加息25基点,而沃勒则暗示这个时间节点可以提前到3月。 当然,许导认为,导致市场避险升温的更重要的一个因素,则是此前的“3B”法案没有办法在圣诞节前后通过了。 也不知道到底是谁给了乔·曼钦(Joe Manchin)这么大的勇气,居然这些采访评论并未事先知会白宫或国会民主党高层。由于共和党都反对这项法案,这就意味着曼钦手里目前握着参议院50比50僵持局面的最关键一票,如果谈不妥......你们想嘛,“3B”法案通不过,就意味着明年的中期大选可能会导致民主党","text":"各位虎友,大家好!年度的评选投票又开始了,希望大家在收看文章的时候,动动手指去点个赞,许导未来争取给大家带来更多精彩的观点,投票入口在这里:老虎社区最受欢迎虎友评选开始 上周,超级央行周结束,美联储决定加速缩债,英国央行则扣动加息扳机。本周我们即将迎来圣诞周,由于欧美市场因假期会提前休市,预计市场整体的波动率有限。 如上图所示,截至许导写稿之时,美股开盘仍然还在调整,VIX恐慌指数目前也攀升到接近20%。这一波抛售实际上也和上周五美联储官员的一些相关评论有关系。 美联储理事沃勒(Christopher Waller)上周五表示,在决定提前结束资产购买计划后,美联储可能最早在3月15-16日会议上开始加息,以遏制“高得吓人”的通胀。 此外,沃勒还主张美联储可以在加息后的一到两次加息会议上,就决定开始缩减其庞大的资产负债表,允许到期证券流出。 许导认为,加速缩债已经成为既定事实,并且时间节点就是在明年3月结束,这个过程大概率不太可能再次缩短。市场的焦点开始转向美联储缩债结束吼是否加息,怎料沃勒不但爆料要提前加息,并且还要缩表。 这直接就吓坏了市场。如上图所示,市场目前标价的普遍预期,是美联储在明年5-6月会加息25基点,而沃勒则暗示这个时间节点可以提前到3月。 当然,许导认为,导致市场避险升温的更重要的一个因素,则是此前的“3B”法案没有办法在圣诞节前后通过了。 也不知道到底是谁给了乔·曼钦(Joe Manchin)这么大的勇气,居然这些采访评论并未事先知会白宫或国会民主党高层。由于共和党都反对这项法案,这就意味着曼钦手里目前握着参议院50比50僵持局面的最关键一票,如果谈不妥......你们想嘛,“3B”法案通不过,就意味着明年的中期大选可能会导致民主党","images":[{"img":"https://static.tigerbbs.com/dfb997678df2ab1082e1245a32c07c0b","width":"1080","height":"593"},{"img":"https://static.tigerbbs.com/02c6030b7810cb1fb201501a87ce9adf","width":"740","height":"374"},{"img":"https://static.tigerbbs.com/5c583d82b6c027eb0da33d3b7be7bc52","width":"1080","height":"499"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693664440","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691203935,"gmtCreate":1640189556828,"gmtModify":1640189556980,"author":{"id":"3581134763013831","authorId":"3581134763013831","name":"junhao1020","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581134763013831","idStr":"3581134763013831"},"themes":[],"htmlText":"阿里巴巴 加油!","listText":"阿里巴巴 加油!","text":"阿里巴巴 加油!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691203935","isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693704426,"gmtCreate":1640073699807,"gmtModify":1640075525000,"author":{"id":"3581134763013831","authorId":"3581134763013831","name":"junhao1020","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581134763013831","idStr":"3581134763013831"},"themes":[],"htmlText":"比特币","listText":"比特币","text":"比特币","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693704426","repostId":"2193153150","repostType":2,"isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693704628,"gmtCreate":1640073604014,"gmtModify":1640073611219,"author":{"id":"3581134763013831","authorId":"3581134763013831","name":"junhao1020","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581134763013831","idStr":"3581134763013831"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693704628","repostId":"1142578886","repostType":4,"repost":{"id":"1142578886","kind":"news","pubTimestamp":1640071984,"share":"https://www.laohu8.com/m/news/1142578886?lang=&edition=full","pubTime":"2021-12-21 15:33","market":"us","language":"zh","title":"电动汽车行业太难了!“缺芯”之后,或将面临“缺锂”","url":"https://stock-news.laohu8.com/highlight/detail?id=1142578886","media":"智通财经网","summary":"澳大利亚最大的锂矿商之一Pilbara Minerals Ltd.近日大幅下调锂出货量预测。","content":"<p>作者: 卢梭</p>\n<p>澳大利亚最大的锂矿商之一Pilbara Minerals Ltd.近日<b>大幅下调锂出货量预测</b>,这进一步加剧了电动汽车锂电池关键原材料的供应紧张局势。</p>\n<p>这家位于澳大利亚珀斯的公司列举了一系列导致出货量下调的原因,包括延迟投产和扩大产能受阻,以及预期之外的停产和熟练劳动力短缺。</p>\n<p>Pilbara将其<b>截至明年6月30日的财年内锂辉石发货量预期下调至38万吨到44万吨</b>,之前预期为44万吨到49万吨。</p>\n<p>全球电气化运输的趋势大力刺激了锂的消耗量,这种电池原材料的价格今年已上涨逾两倍,达到创纪录水平。锂矿商当前正加大力度提高产能,但它们似乎无法跟上市场需求,短期内市场供应可能会持续紧张。</p>\n<p>大和资本市场分析师Dennis Ip和Leo Ho表示:“我们预计,锂化工产品和锂辉石价格都将继续上涨。”他们补充表示,锂辉石的供应尤其短缺,价格可能会持续上涨。</p>\n<p>Pilbara Minerals正寻求扩大其在西澳大利亚州Pilgangoora工厂的生产能力,但总经理 Ken Brinsden表示:“未能免受目前影响西澳资源行业的熟练劳动力短缺的影响。”其他锂企以及矿业巨头必和必拓(BHP.US)和力拓(RIO.US)也受到了类似影响,因为该地区与防范新冠疫情有关的边境限制,对该行业依赖的移民劳动力流入造成负面影响。</p>\n<p>“如果未来矿业和精炼厂的新项目开工时间被推迟,我们也不会感到意外。”大和资本市场分析师Ip和Ho表示。</p>\n<p>Pilbara Minerals表示,该公司截至12月当季接受的平均价格可能位于其此前指导价区间的高水平端,即每干公吨1,650美元至1,800美元。今年早些时候,该公司开始在一个线上拍卖平台上出售现货,10月份的价格达到了每吨2,350美元。与此同时<b>,锂矿石市场的长期基本面维持看涨</b>,据BloombergNEF预测数据,到2030年,锂矿需求将增长5倍。</p>\n<p><img src=\"https://static.tigerbbs.com/bc3851e54237a471687a1f43769fa643\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>消息公布后,Pilbara Minerals的股价周二在悉尼一度暴跌13%,但该公司股价仍是今年澳大利亚股市表现最好的股票之一,上涨近三倍。</p>\n<p>智通财经APP昨日曾报道,<b>赢得智利总统选举的左翼人士加夫列尔·博里奇在竞选期间一直强调生态和环保,反对矿产私有化</b>,或会对锂矿等提高税费,这对锂电池需求而言又是潜在利空。</p>\n<p>博里奇上台后,可能践行其竞选承诺,推动SQM国有化进程。SQM是智利最大锂矿生产商,也是仅次于Albemarle的全球第二大锂矿巨头。受此消息影响,智利矿业化工(SQM.US)昨日在美股交易时间段跌超15%。</p>\n<p>智利目前是全球第一大铜矿供应国、第二大锂矿供应国,智利政府一举一动都关系着全球铜锂矿供应的局势。</p>","source":"highlight_zhitongcaijin","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>电动汽车行业太难了!“缺芯”之后,或将面临“缺锂”</title>\n<style 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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电动汽车行业太难了!“缺芯”之后,或将面临“缺锂”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 15:33 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/626029.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者: 卢梭\n澳大利亚最大的锂矿商之一Pilbara Minerals Ltd.近日大幅下调锂出货量预测,这进一步加剧了电动汽车锂电池关键原材料的供应紧张局势。\n这家位于澳大利亚珀斯的公司列举了一系列导致出货量下调的原因,包括延迟投产和扩大产能受阻,以及预期之外的停产和熟练劳动力短缺。\nPilbara将其截至明年6月30日的财年内锂辉石发货量预期下调至38万吨到44万吨,之前预期为44万吨到49...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/626029.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/11fb5ef0b1cb032e12ea701b85e5650d","relate_stocks":{"BK0014":"新能源汽车"},"source_url":"https://www.zhitongcaijing.com/content/detail/626029.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1142578886","content_text":"作者: 卢梭\n澳大利亚最大的锂矿商之一Pilbara Minerals Ltd.近日大幅下调锂出货量预测,这进一步加剧了电动汽车锂电池关键原材料的供应紧张局势。\n这家位于澳大利亚珀斯的公司列举了一系列导致出货量下调的原因,包括延迟投产和扩大产能受阻,以及预期之外的停产和熟练劳动力短缺。\nPilbara将其截至明年6月30日的财年内锂辉石发货量预期下调至38万吨到44万吨,之前预期为44万吨到49万吨。\n全球电气化运输的趋势大力刺激了锂的消耗量,这种电池原材料的价格今年已上涨逾两倍,达到创纪录水平。锂矿商当前正加大力度提高产能,但它们似乎无法跟上市场需求,短期内市场供应可能会持续紧张。\n大和资本市场分析师Dennis Ip和Leo Ho表示:“我们预计,锂化工产品和锂辉石价格都将继续上涨。”他们补充表示,锂辉石的供应尤其短缺,价格可能会持续上涨。\nPilbara Minerals正寻求扩大其在西澳大利亚州Pilgangoora工厂的生产能力,但总经理 Ken Brinsden表示:“未能免受目前影响西澳资源行业的熟练劳动力短缺的影响。”其他锂企以及矿业巨头必和必拓(BHP.US)和力拓(RIO.US)也受到了类似影响,因为该地区与防范新冠疫情有关的边境限制,对该行业依赖的移民劳动力流入造成负面影响。\n“如果未来矿业和精炼厂的新项目开工时间被推迟,我们也不会感到意外。”大和资本市场分析师Ip和Ho表示。\nPilbara Minerals表示,该公司截至12月当季接受的平均价格可能位于其此前指导价区间的高水平端,即每干公吨1,650美元至1,800美元。今年早些时候,该公司开始在一个线上拍卖平台上出售现货,10月份的价格达到了每吨2,350美元。与此同时,锂矿石市场的长期基本面维持看涨,据BloombergNEF预测数据,到2030年,锂矿需求将增长5倍。\n\n消息公布后,Pilbara Minerals的股价周二在悉尼一度暴跌13%,但该公司股价仍是今年澳大利亚股市表现最好的股票之一,上涨近三倍。\n智通财经APP昨日曾报道,赢得智利总统选举的左翼人士加夫列尔·博里奇在竞选期间一直强调生态和环保,反对矿产私有化,或会对锂矿等提高税费,这对锂电池需求而言又是潜在利空。\n博里奇上台后,可能践行其竞选承诺,推动SQM国有化进程。SQM是智利最大锂矿生产商,也是仅次于Albemarle的全球第二大锂矿巨头。受此消息影响,智利矿业化工(SQM.US)昨日在美股交易时间段跌超15%。\n智利目前是全球第一大铜矿供应国、第二大锂矿供应国,智利政府一举一动都关系着全球铜锂矿供应的局势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":698582360,"gmtCreate":1640451527784,"gmtModify":1640451527784,"author":{"id":"3581134763013831","authorId":"3581134763013831","name":"junhao1020","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581134763013831","authorIdStr":"3581134763013831"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>成本价17.68 ,还有的救吗?[流泪] [流泪] ","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>成本价17.68 ,还有的救吗?[流泪] [流泪] 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加油!","listText":"阿里巴巴 加油!","text":"阿里巴巴 加油!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691203935","isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691208917,"gmtCreate":1640189669975,"gmtModify":1640189670063,"author":{"id":"3581134763013831","authorId":"3581134763013831","name":"junhao1020","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581134763013831","authorIdStr":"3581134763013831"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691208917","repostId":"693664440","repostType":1,"repost":{"id":693664440,"gmtCreate":1640014750830,"gmtModify":1640063010629,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"市场被吓坏了,但黄金却仍有望突破短期行情","htmlText":"各位虎友,大家好!年度的评选投票又开始了,希望大家在收看文章的时候,动动手指去点个赞,许导未来争取给大家带来更多精彩的观点,投票入口在这里:<a href=\"https://laohu8.com/TW/605123832\" target=\"_blank\">老虎社区最受欢迎虎友评选开始</a> 上周,超级央行周结束,美联储决定加速缩债,英国央行则扣动加息扳机。本周我们即将迎来圣诞周,由于欧美市场因假期会提前休市,预计市场整体的波动率有限。 如上图所示,截至许导写稿之时,美股开盘仍然还在调整,VIX恐慌指数目前也攀升到接近20%。这一波抛售实际上也和上周五美联储官员的一些相关评论有关系。 美联储理事沃勒(Christopher Waller)上周五表示,在决定提前结束资产购买计划后,美联储可能最早在3月15-16日会议上开始加息,以遏制“高得吓人”的通胀。 此外,沃勒还主张美联储可以在加息后的一到两次加息会议上,就决定开始缩减其庞大的资产负债表,允许到期证券流出。 许导认为,加速缩债已经成为既定事实,并且时间节点就是在明年3月结束,这个过程大概率不太可能再次缩短。市场的焦点开始转向美联储缩债结束吼是否加息,怎料沃勒不但爆料要提前加息,并且还要缩表。 这直接就吓坏了市场。如上图所示,市场目前标价的普遍预期,是美联储在明年5-6月会加息25基点,而沃勒则暗示这个时间节点可以提前到3月。 当然,许导认为,导致市场避险升温的更重要的一个因素,则是此前的“3B”法案没有办法在圣诞节前后通过了。 也不知道到底是谁给了乔·曼钦(Joe Manchin)这么大的勇气,居然这些采访评论并未事先知会白宫或国会民主党高层。由于共和党都反对这项法案,这就意味着曼钦手里目前握着参议院50比50僵持局面的最关键一票,如果谈不妥......你们想嘛,“3B”法案通不过,就意味着明年的中期大选可能会导致民主党","listText":"各位虎友,大家好!年度的评选投票又开始了,希望大家在收看文章的时候,动动手指去点个赞,许导未来争取给大家带来更多精彩的观点,投票入口在这里:<a href=\"https://laohu8.com/TW/605123832\" target=\"_blank\">老虎社区最受欢迎虎友评选开始</a> 上周,超级央行周结束,美联储决定加速缩债,英国央行则扣动加息扳机。本周我们即将迎来圣诞周,由于欧美市场因假期会提前休市,预计市场整体的波动率有限。 如上图所示,截至许导写稿之时,美股开盘仍然还在调整,VIX恐慌指数目前也攀升到接近20%。这一波抛售实际上也和上周五美联储官员的一些相关评论有关系。 美联储理事沃勒(Christopher Waller)上周五表示,在决定提前结束资产购买计划后,美联储可能最早在3月15-16日会议上开始加息,以遏制“高得吓人”的通胀。 此外,沃勒还主张美联储可以在加息后的一到两次加息会议上,就决定开始缩减其庞大的资产负债表,允许到期证券流出。 许导认为,加速缩债已经成为既定事实,并且时间节点就是在明年3月结束,这个过程大概率不太可能再次缩短。市场的焦点开始转向美联储缩债结束吼是否加息,怎料沃勒不但爆料要提前加息,并且还要缩表。 这直接就吓坏了市场。如上图所示,市场目前标价的普遍预期,是美联储在明年5-6月会加息25基点,而沃勒则暗示这个时间节点可以提前到3月。 当然,许导认为,导致市场避险升温的更重要的一个因素,则是此前的“3B”法案没有办法在圣诞节前后通过了。 也不知道到底是谁给了乔·曼钦(Joe Manchin)这么大的勇气,居然这些采访评论并未事先知会白宫或国会民主党高层。由于共和党都反对这项法案,这就意味着曼钦手里目前握着参议院50比50僵持局面的最关键一票,如果谈不妥......你们想嘛,“3B”法案通不过,就意味着明年的中期大选可能会导致民主党","text":"各位虎友,大家好!年度的评选投票又开始了,希望大家在收看文章的时候,动动手指去点个赞,许导未来争取给大家带来更多精彩的观点,投票入口在这里:老虎社区最受欢迎虎友评选开始 上周,超级央行周结束,美联储决定加速缩债,英国央行则扣动加息扳机。本周我们即将迎来圣诞周,由于欧美市场因假期会提前休市,预计市场整体的波动率有限。 如上图所示,截至许导写稿之时,美股开盘仍然还在调整,VIX恐慌指数目前也攀升到接近20%。这一波抛售实际上也和上周五美联储官员的一些相关评论有关系。 美联储理事沃勒(Christopher Waller)上周五表示,在决定提前结束资产购买计划后,美联储可能最早在3月15-16日会议上开始加息,以遏制“高得吓人”的通胀。 此外,沃勒还主张美联储可以在加息后的一到两次加息会议上,就决定开始缩减其庞大的资产负债表,允许到期证券流出。 许导认为,加速缩债已经成为既定事实,并且时间节点就是在明年3月结束,这个过程大概率不太可能再次缩短。市场的焦点开始转向美联储缩债结束吼是否加息,怎料沃勒不但爆料要提前加息,并且还要缩表。 这直接就吓坏了市场。如上图所示,市场目前标价的普遍预期,是美联储在明年5-6月会加息25基点,而沃勒则暗示这个时间节点可以提前到3月。 当然,许导认为,导致市场避险升温的更重要的一个因素,则是此前的“3B”法案没有办法在圣诞节前后通过了。 也不知道到底是谁给了乔·曼钦(Joe 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