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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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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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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":{"BK1521":"挪威政府全球养老基金持仓","01810":"小米集团-W","BK1506":"5G概念","BK1193":"电脑硬件、储存设备及电脑周边","BK1523":"武汉本地概念股","BK1502":"双十一","BK1575":"同股不同权","BK1607":"新IT概念","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":863,"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},"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","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":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":665524772,"gmtCreate":1667387722996,"gmtModify":1667388207797,"author":{"id":"4088396166158170","authorId":"4088396166158170","name":"指纹定天下","avatar":"https://static.tigerbbs.com/df6f1f028ed7109f03c113c5d2b3dc82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>牛","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>牛","text":"$小米集团-W(01810)$牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665524772","isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663053882,"gmtCreate":1662700728746,"gmtModify":1662701597832,"author":{"id":"4088396166158170","authorId":"4088396166158170","name":"指纹定天下","avatar":"https://static.tigerbbs.com/df6f1f028ed7109f03c113c5d2b3dc82","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我最关心的是我手里的股票小米加油你不能死","listText":"我最关心的是我手里的股票小米加油你不能死","text":"我最关心的是我手里的股票小米加油你不能死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663053882","repostId":"1186500748","repostType":2,"repost":{"id":"1186500748","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1662531730,"share":"https://www.laohu8.com/m/news/1186500748?lang=&edition=full","pubTime":"2022-09-07 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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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":{"BK1521":"挪威政府全球养老基金持仓","01810":"小米集团-W","BK1506":"5G概念","BK1193":"电脑硬件、储存设备及电脑周边","BK1523":"武汉本地概念股","BK1502":"双十一","BK1575":"同股不同权","BK1607":"新IT概念","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":863,"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},"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","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":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}