Transaction retention and strategy: the same name on the whole network.
Today outperformed **n points, today is more soothing than yesterday, the opening 10 minutes is actually basically off work, but some wild warehouses need to be dealt with, it feels like it is now a wave of repair**, don't worry about anything, sit down to eat, eat and then talk about it
After merging the positions, there are 7 ** votes left, continue to spread the Chinese ** of the profit order, I feel that this sentence can be reused, intraday rush to 31, intuitive large capacity, and close to the weekend, there will generally be fermentation, anyway, continue to squat, after rushing high and reducing positions, now the cost is outrageously low.
Cleared the information development, Qingyuan shares and Lianchuang shares, sorted out the positions, and added ** to the Silk Road Vision, recently I feel that the part of the jungle, 300 small ticket rotation is still good, strong not weak. Throw it away in 1-2 days, just to test the water.
* Medicine Changshan Pharmaceutical continues to lie down, and now the cost has also rolled to 9 yuan, lying flat, I have seen Jia Ling's **, and recently started to do a group of aerobic exercises at home, keeping Changshan here, giving myself a reason to insist.
Yubang new materials opened 10 points, yesterday's new energy ** meeting and minutes are too much, as far as I participated in the meeting, the overall talk is that cells and modules began to test the price increase, of course, the battery must be ahead of the module, and then the auxiliary materials also began to increase, well, anyway, the first-mover advantage continues to be put, photovoltaic, I am really too familiar.
Guanghong Technology is still so unfazed, there is no way, I don't want to move for the time being, Baotong Technology has become popular, Guanghong seems to need a long time, so it should be paid for Huawei to be far ahead.
Meditech has nothing to say, my happiness, your happiness, our happiness, think about the long article I posted on the whole network in April last year, hard village, dumbfounded, this battle is long enough! In addition to the ** of the cell, I didn't expect it to fall from 1 yuan to 047 yuan, and the rest of the feeling is like that. Hope to harvest n+ every day
Wake up every day, and the year of the dragon rises eighteen.
Thinking of some people in the past, I can't help but be angry, but think about it, letting go of others is also letting go of yourself!
It's especially important to acknowledge that something different from your own and to respect what they think and do! "The sea is inclusive, and tolerance is great".
The sea contains hundreds of rivers because of its breadth; Gao Shan is so tall and strong because he has no mortal desires.
The world is rich and interesting because of the complexity and diversity of people.
As far as we are concerned, we respect and understand that different people have different states and pursuits, and even if we don't understand, we can maintain basic respect, and do not exclude, question, or denigrate.
It is the attitude that every person who claims to be a normal person should have towards the few "aliens" in life.
In the vernacular, it is: it's about me, it's about me, it's about me!
A summary of today's research reports.
HarmonyOS Galaxy was released ahead of schedule and continued to attach importance to Huawei's chain 20240223
Harmony Galaxy released this autumn to be reconfirmed: According to Yu Chengdong at the Pocket 2 press conference, the Harmony OS will usher in a major version update this fall, and the Harmony Galaxy version of the system will be officially released, which will bring an estimated 30% performance improvement. This is the same as Huawei's New Year's message"HarmonyOS Next will officially meet consumers this fall"The statement is consistent, and it is confirmed that the Hongmeng Galaxy time release is ahead of schedule (it is expected to be in September, after the statement on January 18 was that 24Q4 was officially commercialized). At present, the developer preview version of HarmonyOS Next has begun to be pushed to developers who have passed the review for testing.
Huawei's terminal basically returns to self-developed chips: According to various sources, Huawei Pocket 2 is equipped with the same Kirin 9000S processor as the Mate 60, which shows that Huawei's mobile phone product line has basically returned to the category of Huawei's self-developed chips. Further, it may also show that the current production capacity supply of Huawei's advanced chips is guaranteed, including the Kunpeng Ascend series chips on the server side.
P70 will be released in March: Next, the Huawei P70 series will be released around March; In the second half of the year, the Mate 70 series (the first pre-installed HarmonyOS Next) and the Mate X6 will also be released; According to Counterpoint, Huawei topped the smartphone sales list in the first two weeks of '24, and Ming-Chi Kuo expects Huawei to ship at least 60 million mobile phones in '24.
Recommended: [Hongmeng] iSoftStone, Chinasoft International, Runhe Software, Jiulian Technology, Zhengtong Electronics, Topway Information, Zhuoyi Information, etc.; 【Ascend series】iSoftStone, Digital China, Topway Information, Zhuoyi Information, etc.
Photovoltaic industry renewal (2.)23）
1. Recently, it has been disclosed that the price increase of photovoltaic modules is brewing (hoping to increase by 2-3 cents). We understand that the price increase is still in the wait-and-see, game and temptation, and has yet to be confirmed by the downstream.
2. Overall, the current module price increase has the basis, and the current module price increase is only a matter of time before the whole industry chain is based on the premise of losing money in the whole industry chain. Due to the effective destocking of the industrial chain, with the gradual recovery of demand after February, the external conditions for price increases are more natural.
3. In the past, wafers have been rapidly undergoing n-type transformation and switching, so the supply and demand of wafers have improved, so the price of wafers has been recovering recently, which is similar to the previous situation of polysilicon, but the sustainability remains to be seen.
At the same time, some auxiliary materials, such as adhesive film, have begun to increase synchronously with the price increase of particles**.
4. In the cell sector, the operating rate of PERC cells in 23Q4 is 3-4 percent, and the loss of full production is 5-6 cents. In addition to the seasonal demand factor, the Q4 battery** received a large number of N-type downstream to squeeze the P-type space, and there were P-type processing inventory factors, and finally it also brought down the topcon**. At present, the P-type dumping is over, and under the ** that is still losing cash, I hope to raise the price.
The TOPCon effective production capacity is not much, the leading company Q4 is basically full production, we understand that some companies have raised the price of high-efficiency TOPCon batteries by 1-2 points before the Spring Festival, because the remaining three parties are still waiting, before the holiday has not risen, and most of the three parties are lagging behind so they show that they have not risen. We expect that N-type TOPCON cells will continue to raise prices, and then PERC cells will follow, eventually driving both N-P modules** to recover.
5. The bottom of the industry and the bottom of profitability have been seen, and the follow-up shipments and profitability will gradually recover. In terms of direction, N-type and overseas may be the main line, but the latter is more affected by the policy, while TOPCon is more certain and is the core of this round of technological change, which is worth paying attention to.
TOPCON battery: Shijing Technology, Junda shares.
Modules: Jinko, JA Solar, Canadian Solar, Tongwei, LONGi, Trina, etc.;
Auxiliary materials: Foster, Poly Materials, Dike shares, Follett, quartz shares.
Inverter: Sungrow, Tongrun Equipment, Hewang GoodWe Jinlang.
The NVIDIA GTC conference is about to be held, and robots have become a new focus!
On March 19, NVIDIA will hold the 2024 GTC conference, in addition to the field of generative AI, the Google Deepmind team in the field of robotics in North America, Dr. Feifei Li of Stanford University, and Boston Dynamics will all participate in the grand event. At that time, 25 robots (including humanoids and robotic arms) will be exhibited at the site.
The essence of robots is the combination of AI, sensors and actuators, so the investment logic at the bottom of the robot sector has always been that after the breakthrough of AI, the demand for sensors and actuator parts (motors, lead screws, reducers, etc.) has ushered in an explosion from 0 to 1. Tesla's mass production progress is a main line, and the progress of the combination of AI and robotics is also worth paying attention to. The further development of AI and the acceleration of robot applications may be the clearest industry trend in 2024! The target is still preferentially optimistic about the core targets of the industrial chain: Mingzhi Electric, Green Harmonic, Tuopu Group, Sanhua Intelligent Control, and Beite Technology.
Investment suggestions: (1) The first echelon: Mingzhi Electric, Green Harmonic, Sanhua Intelligent Control, Tuopu Group, Jinli Permanent Magnet; (2) Lead screw & equipment: Beite Technology, Best, Wuzhou Xinchun, Zhejiang Heideman, Huachen Equipment, Rifa Precision Machinery; (3) Sensors: Fengyi Technology, Minxin Co., Ltd., Donghua Testing, Keli Sensing, Hanwei Technology; (4) Card position + elasticity: Daye shares, Xiaxia precision, new coordinates, Changsheng bearing.
A review of recent transactions.
The eighteenth rise in the Year of the Dragon - the little lotus only showed its sharp corners.
The results are not bad.
A good day for junglers.
The Year of the Dragon.