爱炒股爱生活的个人主页 - 老虎社区

爱炒股爱生活

爱炒股爱生活

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爱炒股爱生活

2023-07-27

$王道科技(EDTK)$ …

爱炒股爱生活

2021-11-05

$特斯拉(TSLA)$两千块等着

爱炒股爱生活

2023-04-18

$雅乐科技(YALA)$ 新消息了解一下

爱炒股爱生活

2021-07-21

$铜道控股(GLG)$看来有机构要入驻了，沉寂了这么久，该起来了

爱炒股爱生活

2021-11-09

$特斯拉(TSLA)$储能业务拉胯

爱炒股爱生活

2021-11-05

$鹰瞳科技-B(02251)$上涨空间是有的，标的具有稀缺性，成长性，而且技术门槛高有护城河，2021年有60%的市场占有率，根本不慌；今天恒指跳水，拖累了而已，长期值得持有

爱炒股爱生活

2021-09-25

$铜道控股(GLG)$公司业务还可以的耐心

爱炒股爱生活

2023-09-07

$雅乐科技(YALA)$ 在沙特，政府在全国设立了诸多电子竞技场馆，利雅得北郊的SARENA竞技场占地2000平方米，设有贵宾室、餐饮柜台、锦标赛集结区和儿童区，女性可以选择使用主游戏区或专用房间。

爱炒股爱生活

2022-09-23

$安高盟(AGMH)$加息加息究竟加到何时？

爱炒股爱生活

2021-12-17

$泛华金融控股集团(FANH)$市场环境是好的，等二级市场情绪恢复理智吧，别人恐慌时我买入[微笑]

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终于发财报了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214815582208144","isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214814795063472,"gmtCreate":1693477107640,"gmtModify":1693477108958,"author":{"id":"3581636937679925","authorId":"3581636937679925","name":"爱炒股爱生活","avatar":"https://static.tigerbbs.com/849f0252cda70d3ef87e9adab873724f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636937679925","idStr":"3581636937679925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$&nbsp;&nbsp;</a>中东手游整体被SLG类游戏占据超过50%的份额，畅销榜单前200名中SLG游戏占比30%以上。","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$&nbsp;&nbsp;</a>中东手游整体被SLG类游戏占据超过50%的份额，畅销榜单前200名中SLG游戏占比30%以上。","text":"$雅乐科技(YALA)$ 中东手游整体被SLG类游戏占据超过50%的份额，畅销榜单前200名中SLG游戏占比30%以上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214814795063472","isVote":1,"tweetType":1,"viewCount":4351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":213806634488072,"gmtCreate":1693217045985,"gmtModify":1693217047259,"author":{"id":"3581636937679925","authorId":"3581636937679925","name":"爱炒股爱生活","avatar":"https://static.tigerbbs.com/849f0252cda70d3ef87e9adab873724f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636937679925","idStr":"3581636937679925"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/601012\">$隆基绿能(601012)$&nbsp;&nbsp;</a>硅片价格上涨跟硅料成本上升有关","listText":"<a href=\"https://laohu8.com/S/601012\">$隆基绿能(601012)$&nbsp;&nbsp;</a>硅片价格上涨跟硅料成本上升有关","text":"$隆基绿能(601012)$ 硅片价格上涨跟硅料成本上升有关","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/213806634488072","repostId":"2362975714","repostType":2,"repost":{"id":"2362975714","kind":"news","pubTimestamp":1692970184,"share":"https://www.laohu8.com/m/news/2362975714?lang=zh_CN&edition=full","pubTime":"2023-08-25 21:29","market":"sh","language":"zh","title":"【风口解读】扛不住了？硅料“涨”声不断，隆基绿能上调硅片价格","url":"https://stock-news.laohu8.com/highlight/detail?id=2362975714","media":"泡财经","summary":"泡财经获悉，8月25日晚间，隆基绿能官网显示，8月单晶硅片价格公示，“单晶硅片P型M10 150μm厚度”价格由2.93元人民币上调至3.38元，涨幅15.4%。也就是说，五月末以来，隆基绿能硅片终于涨价了。硅片价格上涨跟硅料成本上升有关。今年下半年以来，多晶硅价格已经连续6周上涨。从光伏硅片全行业看，8月24日，据中国有色金属工业协会硅业分会消息，本周硅片价格延续上涨趋势。需求方面，电池企业维持满负荷生产，组件或在酝酿涨价。","content":"<html><body><article><p>泡财经获悉，8月25日晚间，<a href=\"https://laohu8.com/S/601012\">隆基绿能</a>（601012.SH）官网显示，8月单晶硅片价格公示，“单晶硅片P型M10 150μm厚度（182/247mm）”价格由2.93元人民币上调至3.38元，涨幅15.4%。</p><p>此前5月29日、6月30日、7月25日，隆基单晶硅片P型M10 150μm厚度（182/247mm）价格分别为4.36元人民币、2.93元人民币、2.93元人民币。也就是说，五月末以来，隆基绿能硅片终于涨价了。</p><p>隆基绿能为光伏一体化龙头。</p><p>硅料和硅片属于光伏产业链上游，硅片由硅料加工而成；电池和组件属于光伏产业链的中下游，电池片由硅片制成，组件由电池片串并联连接而成。</p><p>光伏行业所谓一体化，即对全产业链进行布局。</p><p>另一家光伏硅片巨头<a href=\"https://laohu8.com/S/002129\">TCL中环</a>8月21日最新报价显示，各品类硅片价格上调3%以上，自7月29日第一次涨价以来，TCL中环的硅片价格已经持续来到了第三轮上涨。</p><p>硅片价格上涨跟硅料成本上升有关。</p><p>8月23日，硅业分会公布了<a href=\"https://laohu8.com/S/000591\">太阳能</a>级多晶硅最新价格，其中，N型料成交价8.40万-9.30万元/吨，平均为8.91万元/吨，均价周环比上涨5.32%。单晶复投料成交价7.20万-8.00万元/吨，平均为7.72万元/吨，均价周环比上涨3.21%。单晶致密料成交价7.00万-7.80万元/吨，平均为7.51万元/吨，均价周环比上涨3.30%。单晶菜花料成交价6.70万-7.50万元/吨，平均为7.21万元/吨，均价周环比上涨4.19%。今年下半年以来，多晶硅价格已经连续6周上涨。</p><p>从光伏硅片全行业看，8月24日，据<a href=\"https://laohu8.com/S/08306\">中国有色金属</a>工业协会硅业分会消息，本周硅片价格延续上涨趋势。M10单晶硅片(182mm/150μm)成交均价提升至3.36元/片，周环比涨幅为6.67%；本周硅片价格上涨的主要原因是一线企业上调报价，其他企业跟随调价，截至本周大部分电池企业接受当前价格。供应方面，P型M10单晶硅片结构性供应紧张，其他尺寸硅片紧平衡。需求方面，电池企业维持满负荷生产，组件或在酝酿涨价。</p><p>本文首发于泡财经风口解读专题，如有转载，请注明出处。</p></article></body></html>","source":"tencent","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>【风口解读】扛不住了？硅料“涨”声不断，隆基绿能上调硅片价格</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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class=\"meta\">\n\n\n2023-08-25 21:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082521303082088722&s=b><strong>泡财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>泡财经获悉，8月25日晚间，隆基绿能（601012.SH）官网显示，8月单晶硅片价格公示，“单晶硅片P型M10 150μm厚度（182/247mm）”价格由2.93元人民币上调至3.38元，涨幅15.4%。此前5月29日、6月30日、7月25日，隆基单晶硅片P型M10 150μm厚度（182/247mm）价格分别为4.36元人民币、2.93元人民币、2.93元人民币。也就是说，五月末以来，隆基绿能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082521303082088722&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601012":"隆基绿能","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK0028":"国家队","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","BK0201":"可转债","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) 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ACC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082521303082088722&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2362975714","content_text":"泡财经获悉，8月25日晚间，隆基绿能（601012.SH）官网显示，8月单晶硅片价格公示，“单晶硅片P型M10 150μm厚度（182/247mm）”价格由2.93元人民币上调至3.38元，涨幅15.4%。此前5月29日、6月30日、7月25日，隆基单晶硅片P型M10 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龙头还是稳的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209578315673744","repostId":"2357218510","repostType":2,"repost":{"id":"2357218510","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1002821290","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1691476874,"share":"https://www.laohu8.com/m/news/2357218510?lang=zh_CN&edition=full","pubTime":"2023-08-08 14:41","market":"us","language":"zh","title":"【券商聚焦】兴业证券维持卫龙(09985)“增持”评级 料其上半年主要产品均价同比显著提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2357218510","media":"凤凰网港股","summary":"兴业证券发研报指，卫龙在辣味零食赛道头部地位稳固，产品矩阵持续丰富。公司对大单品持续进行口感、包装等方面的迭代，维持其产品活力及领先地位；同时不断丰富产品矩阵，积极推出新品类新产品，多方位多层次满足消费者需求。2023H1主要产品平均价格较2022H1有显著提升，预计将对公司盈利水平提升起到明显拉动作用。归母净利润分别为10.02/11.59/13.63亿元，同比分别+562.1%/+15.7%/17.6%，维持“增持”评级，目标价对应2023年19倍P/E。","content":"<html><body><p><a href=\"https://laohu8.com/S/601377\">兴业证券</a>发研报指，<a href=\"https://laohu8.com/S/09985\">卫龙</a>(09985)在辣味零食赛道头部地位稳固，产品矩阵持续丰富。公司对大单品持续进行口感、包装等方面的迭代，维持其产品活力及领先地位；同时不断丰富产品矩阵，积极推出新品类新产品，多方位多层次满足消费者需求。公司穿越多次行业变革，逐步成长为头部地位稳固的辣味休闲食品企业。该行指，由于该公司在辣味零食赛道头部地位稳固，而且目前其市场格局较为分散，头部企业因此有望凭借规范经营在行业整合过程中逐渐取代小型经营者，提升市占率。2023H1主要产品平均价格较2022H1有显著提升，预计将对公司盈利水平提升起到明显拉动作用。该行预计2023-2025年公司营收分别为50.78/56.28/61.45亿元，同比分别+9.6%/+10.8%/+9.2%。归母净利润分别为10.02/11.59/13.63亿元，同比分别+562.1%/+15.7%/17.6%，维持“增持”评级，目标价对应2023年19倍P/E。</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>【券商聚焦】兴业证券维持卫龙(09985)“增持”评级 料其上半年主要产品均价同比显著提升</title>\n<style 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href=\"https://laohu8.com/S/601377\">兴业证券</a>发研报指，<a href=\"https://laohu8.com/S/09985\">卫龙</a>(09985)在辣味零食赛道头部地位稳固，产品矩阵持续丰富。公司对大单品持续进行口感、包装等方面的迭代，维持其产品活力及领先地位；同时不断丰富产品矩阵，积极推出新品类新产品，多方位多层次满足消费者需求。公司穿越多次行业变革，逐步成长为头部地位稳固的辣味休闲食品企业。该行指，由于该公司在辣味零食赛道头部地位稳固，而且目前其市场格局较为分散，头部企业因此有望凭借规范经营在行业整合过程中逐渐取代小型经营者，提升市占率。2023H1主要产品平均价格较2022H1有显著提升，预计将对公司盈利水平提升起到明显拉动作用。该行预计2023-2025年公司营收分别为50.78/56.28/61.45亿元，同比分别+9.6%/+10.8%/+9.2%。归母净利润分别为10.02/11.59/13.63亿元，同比分别+562.1%/+15.7%/17.6%，维持“增持”评级，目标价对应2023年19倍P/E。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09985":"卫龙美味"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=e9a5f7573a9cab072040f2c30097b9cb","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2357218510","content_text":"兴业证券发研报指，卫龙(09985)在辣味零食赛道头部地位稳固，产品矩阵持续丰富。公司对大单品持续进行口感、包装等方面的迭代，维持其产品活力及领先地位；同时不断丰富产品矩阵，积极推出新品类新产品，多方位多层次满足消费者需求。公司穿越多次行业变革，逐步成长为头部地位稳固的辣味休闲食品企业。该行指，由于该公司在辣味零食赛道头部地位稳固，而且目前其市场格局较为分散，头部企业因此有望凭借规范经营在行业整合过程中逐渐取代小型经营者，提升市占率。2023H1主要产品平均价格较2022H1有显著提升，预计将对公司盈利水平提升起到明显拉动作用。该行预计2023-2025年公司营收分别为50.78/56.28/61.45亿元，同比分别+9.6%/+10.8%/+9.2%。归母净利润分别为10.02/11.59/13.63亿元，同比分别+562.1%/+15.7%/17.6%，维持“增持”评级，目标价对应2023年19倍P/E。","news_type":1,"symbols_score_info":{"09985":1}},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202456105951448,"gmtCreate":1690444454222,"gmtModify":1690444455473,"author":{"id":"3581636937679925","authorId":"3581636937679925","name":"爱炒股爱生活","avatar":"https://static.tigerbbs.com/849f0252cda70d3ef87e9adab873724f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581636937679925","idStr":"3581636937679925"},"themes":[],"htmlText":"<a 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