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指纹定天下
2022-11-02
$小米集团-W(01810)$
牛
指纹定天下
2022-09-09
我最关心的是我手里的股票小米加油你不能死
进军光伏、移动储能，小米这条鲶鱼又要搞事情？
指纹定天下
2022-04-12
收完了，留给自己玩吗？可以
小米今日赎回402.4万股股票，耗资约4987万港元
去老虎APP查看更多动态
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19:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月11日，小米集团：2022年4月11日赎回402.4万股股票，价格为12.3-12.52港元，共耗资约4987万港元。<img src=\"https://static.tigerbbs.com/63d9b80c22708c452abcb5bf85b4db74\" tg-width=\"1568\" tg-height=\"471\" width=\"100%\" 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14:22","market":"hk","language":"zh","title":"进军光伏、移动储能，小米这条鲶鱼又要搞事情？","url":"https://stock-news.laohu8.com/highlight/detail?id=1186500748","media":"华尔街见闻","summary":"据小米官方微博9月6日消息，小米正式发布了旗下首款户外电源产品——米家户外电源1000Pro，同时还发布了与移动电源搭配使用的米家太阳能板100W，正式进军光伏和储能行业。资料显示，米家户外电源100","content":"<html><head></head><body><p>据小米官方<a href=\"https://laohu8.com/S/WB\">微博</a>9月6日消息，小米正式发布了旗下首款户外电源产品——米家户外电源1000Pro，同时还发布了与移动电源搭配使用的米家<a href=\"https://laohu8.com/S/000591\">太阳能</a>板100W，正式进军光伏和储能行业。</p><p>资料显示，米家户外电源1000Pro逆变输出功率可达1800W，搭载混合固液电解质锂电池，可用于户外露营、自驾游、移动办公、家庭应急供电等常见的民用领域，也适用于航拍摄影、施工作业、政企电力保障、抢险救灾、医疗救急等特殊用途。</p><p>米家太阳能板方面，官方介绍拥有最高100W MAX大功率疾速输出，可搭配户外电源进行快速补能，同时支持边晒边充。面板配件包一体折叠后面积相当于A2纸张大小，重量约为3.1kg，便于车内收纳与存放。</p><p><img src=\"https://static.tigerbbs.com/44717840623942ca166200ba04e31824\" tg-width=\"600\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>据其官方介绍，其光伏板采用了包括MWT背接触电池等技术。</p><p><b>百亿便携式储能蓝海市场</b></p><p>米家户外电源的本质其实就是便携式储能。</p><p>便携式储能又称“大号充电宝”，具有多次循环充放电、适配广泛、安全便捷的特点，通常搭配太阳能板使用，具有多种数据接口，支持移动用电场景下的手机、笔记本电脑、无人机、冰箱等多种产品的充电。</p><p>它的核心卖点为填补了充电宝和燃油发电机之间存在的空缺，较充电宝可满足更多的用电需求，对比燃油发电机，重量更轻，可实现单人搬运，使用更为方便。</p><p>自2018年以来，便携式储能行业进入高速增长，据高工锂能统计，2021年行业全球出货约483.8万台，同比+131.7%，销售金额达111.3亿元，同比+161.3%。2016-2021年出货量、金额年复合增长率+147%、184%。</p><p>目前，行业在全球正处于发展初期，需求侧户外旅行+备电需求依然庞大，且渗透率较低，供给侧储能政策频出，且成本有望中期下行，<a href=\"https://laohu8.com/S/600030\">中信证券</a>称行业未来空间大，据高工锂能预测，2026年全球便携式储能行业规模有望达到882亿元，出货量3110万台，分别是2021年的8倍、7倍。</p><p><a href=\"https://laohu8.com/S/601995\">中金公司</a>也表示，面向消费者端的便携式储能产品接力移动电源，聚焦大容量、大功率的户外活动场景，全球出货量保持高速增长，有望成为下一个蓝海市场。</p><p>按产业链构成来看，便携式储能由上游电池、逆变器、电子元器件、太阳能板等供应商，中游制造商如便携式储能设备生产、组装与运维，下游渠道、品牌商等组成。</p><p><img src=\"https://static.tigerbbs.com/b03fc382bf56c356a4b15c61929a1d30\" tg-width=\"705\" tg-height=\"472\" referrerpolicy=\"no-referrer\"/></p><p>行业格局方面，便携式储能市场处于行业发展初期，份额初定，部分公司如<a href=\"https://laohu8.com/S/301327\">华宝新能</a>（2020年占16.6%）、正浩科技（2020年占6.3%）等小幅领先，但市场尚存变数，2020年行业top5份额合计为35.9%。</p><p><img src=\"https://static.tigerbbs.com/bef1fd0ea1bd2fcd5d0b48849e266df8\" tg-width=\"705\" tg-height=\"339\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/06030\">中信证券</a>表示，便携式储能是储能市场新的蓝海分支，行业处于高速发展期，预计未来5年行业规模提升7倍，可重点关注行业龙头华宝新能、<a href=\"https://laohu8.com/S/300866\">安克创新</a>；行业中上游核心零部件供应链，如电池环节的<a href=\"https://laohu8.com/S/300438\">鹏辉能源</a>等。</p><p><b>杀入光伏“蓝海”</b></p><p>事实上，光伏行业下游在各大厂商入局下已成一篇红海，但据行业媒体光伏门分析指出，此次米家太阳能板单片输出功率为100W，首发价1099元，折合约11元/瓦，相比集中式电站2元/W的价格可看出光伏在消费端有足够多的盈利空间。</p><p>前几年小米也推出过光伏卷轴、光伏背包之类的产品，但相比之下此次100W的太阳能板实用性更强。</p><p>其分析认为，一直以来小米都被誉为「行业鲶鱼」，从手机到充电宝、家用插线板莫不是如此，随着光伏应用场景的不断丰富，光伏组件消费端的属性愈发明显，光伏无人机、光伏抽水机、光伏打孔机等应用百花齐放，光伏产业具备足够的包容性和想象空间。</p><p>事实上，除了小米外，多个行业巨头也盯上了消费产业链。</p><p>如上文提到的便携式储能龙头华宝新能，公司旗下光充户外电源品牌便携式光伏系列刚刚在8月获TÜV南德全球首个消费级光伏组件认证。</p><p>早些的2020 年 4 月，华为发布 FusionSolar <a href=\"https://laohu8.com/S/5RE.SI\">智能</a>户用光伏解决方案，这是户用光伏系统第一次以热点消费级产品的身份进入大众视野。</p><p>此外，据行业媒体报道，今年7月份，上海快卜新能源科技有限公司发生工商变更，新增小米关联公司瀚星创业投资有限公司为股东。快卜新能源是电动汽车服务商，由百城新能源、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>等共同持股，提供储能、充电、检测于一体的综合电站技术，并开发了“光储充检”整体解决方案。在业内人士看来，小米此次入股意味着联手宁德时代正式进入“光储充检”赛道。</p></body></html>","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>进军光伏、移动储能，小米这条鲶鱼又要搞事情？</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进军光伏、移动储能，小米这条鲶鱼又要搞事情？\n</h2>\n\n<h4 class=\"meta\">\n\n2022-09-07 14:22 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据小米官方微博9月6日消息，小米正式发布了旗下首款户外电源产品——米家户外电源1000Pro，同时还发布了与移动电源搭配使用的米家太阳能板100W，正式进军光伏和储能行业。资料显示，米家户外电源1000Pro逆变输出功率可达1800W，搭载混合固液电解质锂电池，可用于户外露营、自驾游、移动办公、家庭应急供电等常见的民用领域，也适用于航拍摄影、施工作业、政企电力保障、抢险救灾、医疗救急等特殊用途。...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"BK1193":"电脑硬件、储存设备及电脑周边","BK1607":"新IT概念","BK1506":"5G概念","BK1523":"武汉本地概念股","01810":"小米集团-W","BK1575":"同股不同权","BK1521":"挪威政府全球养老基金持仓","BK1502":"双十一","BK1589":"北水核心资产"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186500748","content_text":"据小米官方微博9月6日消息，小米正式发布了旗下首款户外电源产品——米家户外电源1000Pro，同时还发布了与移动电源搭配使用的米家太阳能板100W，正式进军光伏和储能行业。资料显示，米家户外电源1000Pro逆变输出功率可达1800W，搭载混合固液电解质锂电池，可用于户外露营、自驾游、移动办公、家庭应急供电等常见的民用领域，也适用于航拍摄影、施工作业、政企电力保障、抢险救灾、医疗救急等特殊用途。米家太阳能板方面，官方介绍拥有最高100W MAX大功率疾速输出，可搭配户外电源进行快速补能，同时支持边晒边充。面板配件包一体折叠后面积相当于A2纸张大小，重量约为3.1kg，便于车内收纳与存放。据其官方介绍，其光伏板采用了包括MWT背接触电池等技术。百亿便携式储能蓝海市场米家户外电源的本质其实就是便携式储能。便携式储能又称“大号充电宝”，具有多次循环充放电、适配广泛、安全便捷的特点，通常搭配太阳能板使用，具有多种数据接口，支持移动用电场景下的手机、笔记本电脑、无人机、冰箱等多种产品的充电。它的核心卖点为填补了充电宝和燃油发电机之间存在的空缺，较充电宝可满足更多的用电需求，对比燃油发电机，重量更轻，可实现单人搬运，使用更为方便。自2018年以来，便携式储能行业进入高速增长，据高工锂能统计，2021年行业全球出货约483.8万台，同比+131.7%，销售金额达111.3亿元，同比+161.3%。2016-2021年出货量、金额年复合增长率+147%、184%。目前，行业在全球正处于发展初期，需求侧户外旅行+备电需求依然庞大，且渗透率较低，供给侧储能政策频出，且成本有望中期下行，中信证券称行业未来空间大，据高工锂能预测，2026年全球便携式储能行业规模有望达到882亿元，出货量3110万台，分别是2021年的8倍、7倍。中金公司也表示，面向消费者端的便携式储能产品接力移动电源，聚焦大容量、大功率的户外活动场景，全球出货量保持高速增长，有望成为下一个蓝海市场。按产业链构成来看，便携式储能由上游电池、逆变器、电子元器件、太阳能板等供应商，中游制造商如便携式储能设备生产、组装与运维，下游渠道、品牌商等组成。行业格局方面，便携式储能市场处于行业发展初期，份额初定，部分公司如华宝新能（2020年占16.6%）、正浩科技（2020年占6.3%）等小幅领先，但市场尚存变数，2020年行业top5份额合计为35.9%。中信证券表示，便携式储能是储能市场新的蓝海分支，行业处于高速发展期，预计未来5年行业规模提升7倍，可重点关注行业龙头华宝新能、安克创新；行业中上游核心零部件供应链，如电池环节的鹏辉能源等。杀入光伏“蓝海”事实上，光伏行业下游在各大厂商入局下已成一篇红海，但据行业媒体光伏门分析指出，此次米家太阳能板单片输出功率为100W，首发价1099元，折合约11元/瓦，相比集中式电站2元/W的价格可看出光伏在消费端有足够多的盈利空间。前几年小米也推出过光伏卷轴、光伏背包之类的产品，但相比之下此次100W的太阳能板实用性更强。其分析认为，一直以来小米都被誉为「行业鲶鱼」，从手机到充电宝、家用插线板莫不是如此，随着光伏应用场景的不断丰富，光伏组件消费端的属性愈发明显，光伏无人机、光伏抽水机、光伏打孔机等应用百花齐放，光伏产业具备足够的包容性和想象空间。事实上，除了小米外，多个行业巨头也盯上了消费产业链。如上文提到的便携式储能龙头华宝新能，公司旗下光充户外电源品牌便携式光伏系列刚刚在8月获TÜV南德全球首个消费级光伏组件认证。早些的2020 年 4 月，华为发布 FusionSolar 智能户用光伏解决方案，这是户用光伏系统第一次以热点消费级产品的身份进入大众视野。此外，据行业媒体报道，今年7月份，上海快卜新能源科技有限公司发生工商变更，新增小米关联公司瀚星创业投资有限公司为股东。快卜新能源是电动汽车服务商，由百城新能源、宁德时代等共同持股，提供储能、充电、检测于一体的综合电站技术，并开发了“光储充检”整体解决方案。在业内人士看来，小米此次入股意味着联手宁德时代正式进入“光储充检”赛道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613357730,"gmtCreate":1649733552091,"gmtModify":1649733552091,"author":{"id":"4088396166158170","authorId":"4088396166158170","name":"指纹定天下","avatar":"https://static.tigerbbs.com/df6f1f028ed7109f03c113c5d2b3dc82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088396166158170","authorIdStr":"4088396166158170"},"themes":[],"htmlText":"收完了，留给自己玩吗？可以","listText":"收完了，留给自己玩吗？可以","text":"收完了，留给自己玩吗？可以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613357730","repostId":"1128024013","repostType":2,"repost":{"id":"1128024013","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649678029,"share":"https://www.laohu8.com/m/news/1128024013?lang=&edition=full","pubTime":"2022-04-11 19:53","market":"hk","language":"zh","title":"小米今日赎回402.4万股股票，耗资约4987万港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1128024013","media":"老虎资讯综合","summary":"4月11日，小米集团：2022年4月11日赎回402.4万股股票，价格为12.3-12.52港元，共耗资约4987万港元。","content":"<html><head></head><body><p>4月11日，小米集团：2022年4月11日赎回402.4万股股票，价格为12.3-12.52港元，共耗资约4987万港元。<img src=\"https://static.tigerbbs.com/63d9b80c22708c452abcb5bf85b4db74\" tg-width=\"1568\" tg-height=\"471\" width=\"100%\" height=\"auto\"/></p></body></html>","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>小米今日赎回402.4万股股票，耗资约4987万港元</title>\n<style 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19:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月11日，小米集团：2022年4月11日赎回402.4万股股票，价格为12.3-12.52港元，共耗资约4987万港元。<img src=\"https://static.tigerbbs.com/63d9b80c22708c452abcb5bf85b4db74\" tg-width=\"1568\" tg-height=\"471\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128024013","content_text":"4月11日，小米集团：2022年4月11日赎回402.4万股股票，价格为12.3-12.52港元，共耗资约4987万港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
