ORGN : 前景逐_老虎社区_美港股上老虎

科迪勒拉

2025-08-06

ORGN : 前景逐步明朗，2倍涨幅可期

一周内公布的两大战略举措已初步验证我的判断，见7月9号文《前行必有曙光》

1 与皇家霍迪克包装公司（“霍迪克”）达成战略合作，以大规模生产PET瓶盖。霍迪克是荷兰领先的可持续塑料包装解决方案生产商。

这初步解除了投资者对PET瓶盖生产技术可行性的担忧。

2 与世界最大混合包装公司BerlinPackaging 签约，Berlin将从Origin Materials采购PET 1881瓶盖，用于销售和分销给其广泛客户群，其中包括全球多家主要饮料公司。

这一合作标志着创新PET瓶盖产品已经得到业界认可，全球6百亿美元的瓶盖市场足够ORGN去争抢。

每股净资产只有0.40，一旦前景更加明朗，该项估值回归到1.5倍应该不是难事。

自上月建仓以来，股价已经录得50%涨幅，当下趋势告诉我，ORGN走在正确轨道上。

$Origin Materials Inc.(ORGN)$

修改于：2025-08-06

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

YAN_
2025-12-18
YAN_
科老师， orgn咋了今天盘前腰斩一半了。这么夸张吗这个股
- 科迪勒拉:
  耐心非常重要，我的DBVT等了2年多；TMC一年多；
- YAN_回复科迪勒拉:
  是的，需要分散投资。sgmo埋伏好久了，之前不是通过了材料滚动提交的许可嘛，不知道啥时候才能看到fabry deal
- 科迪勒拉:
  这些小市值票都是高风险投资，绝对不能集中持仓在一俩只股票上，否则早该陷进去。SGMO当前处于关键时期，只能等待。
- YAN_回复科迪勒拉:
  我之前在他财报暴雷，下调预期的时候就卖掉了。现在在等sgmo了。不知道啥时候才能吃消息[流泪]
- 科迪勒拉:
  它可能要大比例合股。我在俩个月前出掉了。如果仍持股，这个时候就不要卖了。
媛媛08
2025-08-15
媛媛08
财报暴跌几乎腰斩，可以补仓吗？小盘股太暴力了
- 科迪勒拉:
  我简单看了下财报，问题看似不严重，好消息是pet瓶盖已经上市，坏消息是下调了明年、后年的收入指引，因为关税风险导致从瑞士进口的设备价格大涨，生产线扩张受到限制，毕竟手里现金不足，否则就要融资。等价格稳定后，我觉的可以少补一点。
赢在中国V
2025-08-08
赢在中国V
听起来趋势不错，继续关注涨势吧

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