好的各位投资者大家下午好我是开元证券比较所研究中心的总经理朱海斌然后这个是我们召开的对话比较所高管系列的第115场的电话会议那么我们今天是非常有幸的是请到了 健康一切的董宓吴总跟大家做交流我们今天之所以召开这场电话会议的话我们觉得还是有一些想法的一方面我们也看到了目前整个大的环境的变化对于特别国债这个投放以及对于整个经济需求的一个提升方面财政政策的一个支持那么 鸡汤仪器本身做的产品其实就是围绕着安全监测和国家重点工程领域里面相关的这样的一个品类同时鸡汤仪器也非常符合我们团队对于北交所三高这种特点的 一方面我们认为比较少的公司可能需要具备一定的高稀缺性相对于护身市场处在一个相对有利的西风行业的龙头地位那么第二个高呢就是本身的一个高成长的一个行业赛道或者公司自身的发展那么第三个呢就是要看公司的这个股息率那我觉得目前来看的话 我们这套语气呢三点都非常符合那我想今天我们的会议呢会大概会分为两块那么第一块呢我们今天是这个邀请我们的吴总啊做了一个非常详细的PPT跟今天的新老朋友来讲一讲公司的各项的业务因为公司的产品啊最终是进行监测的他针对于既有这种 抽水蓄能的电厂也有核电的设施也有像更大的工程交通行业的像桥梁隧洞等等所以 ...

今天我们直播的主题是进可攻退可守能源板块的价值解读那今天我们依旧邀请到的是我们的老朋友会天赋基金指数与量化投资部的研究员迪泽西老师来到我们直播间来一起跟大家分享一下关于能源板块的一个投资配置价值的看法欢迎泽西你好观众朋友们大家好好也欢迎大家来到我们直播间 那我们就话不多说赶紧进入到我们今天内容的一个分享当中来了大家应该有关注到其实这一轮上涨的行情是非常的最猛的从这个国庆节前来看啊到10月8号的时候整体是呈现一个普涨的态势然后上涨指数呢大概是反弹了接近27%然后我们看我们的这个能源指数就是我们今天会重点去讲的这么一个板块啊它就代表指数这个800能源指数呢大概是上涨了10%左右 其实它的反弹力度是不如这个大盘的但是我们也看到后面的市场是有一些回调然后走势是产生了一些的分化但我们也发现能源它的下跌幅度也相对于其他的一些板块来讲可能会更小一些包括到这两天其实在这个政策的刺激之下我们也看到央国企红利的一些板块又有一个相对不错的走势 那我们就也请泽旭来跟我们来分析一下先看看说我们怎么去看待这一轮行情下能源板块的一个表现它为什么会呈现这样的开始呢对这一轮的就是整体的行情大概是从9月23号开始的那个时候就是开始吹一些风包括这 ...

新能源近期回暖，能持续吗 20241014 摘要 • 自 9 月 23 日以来，新能源板块表现强劲，动力电池指数上涨 12.3%，显 著高于同期上证指数和沪深 300 指数。截至 10 月 10 日，中证新能源指数 的市盈率 TTM 为 30.38 倍，略低于历史水平，表明市场对该板块的估值仍 有空间。 • 近期财政政策发布会释放出积极信号，政府有意出台更多扶持政策，预计 将对市场产生积极影响，为新能源板块未来发展提供有力支撑。 • 新能源板块内部存在分化，锂电池和储能等龙头公司的基本面相对较强， 三季度财报表现值得期待，未来发展前景依然乐观。 • 投资者应根据自身风险承受能力选择合适的投资产品，股债配置可以帮助 平滑市场波动带来的风险。在当前市场环境下，可以考虑在资产配置中合 理搭配股票和债券，以实现风险与收益的平衡。 • 投资者应避免频繁交易，因为频繁交易可能会导致支付过多的手续费，从 而影响整体收益。在市场波动期间保持冷静心态，可以信任基金经理的专 业管理。 • 复盘对于个人投资者来说具有重要意义，可以总结经验教训，提高未来决 策的准确性，避免冲动决策，并更好地把握大方向。 Q&A 新能源板块自 9 月 ...

MBC 뉴스 김재경입니다. 3, 2, 1, 시작! 여러분 안녕하세요. 고토베리의 방송실에 오신 것을 환영합니다. 저는 이번 방송에서 1위를 차지했습니다. 방송실에서 여러분과 만나서 반가웠습니다. 여러분은 저희의 목소리를 확인해보세요. 화면이 정상인가요? 정상이라면 한국어 자막 자막 자막 이 방송의 주제는 신경전이 지속될 수 있을까? 신경전은 9월 23일에 시작되고 지금까지 전체적으로 상대적으로 전체 지역이 상승하는趨勢입니다. 사실은 많은 분들이 우리를 관심을 가지고 계십니다. 저희 가게의 신원, 신형제품, 긴급제품 같은 것들은 사실은 저희는 신원의 상점에 관심을 가지고 있습니다. 많은 구독자분들도 질문을 하실 겁니다. 그리고 지금 지금 지금 지금 지금 지금 지금 지금 그리고 저희 유튜브 채널에 새로 들어온 친구들께서 왼쪽 상단에 있는 고토 루인을 클릭해주세요. 그리고 오른쪽 상단에 더 많은 좋아요를 눌러주세요. 그리고 왼쪽 상단에 고다가 있어요. 저희 고토룡에 있는 제품들과 관련한 제품들도 많이 소개해드 ...

Investment Rating - The industry view is rated as Attractive [5][16]. Core Insights - Domestic polysilicon prices remained stable at Rmb40/kg, while overseas prices decreased by 2.3% week-over-week to US$21/kg [2][3]. - P-type and N-type wafer prices were stable, with PERC module prices declining by 4.1% to Rmb0.7/W [3][4]. - Prices for various types of solar film saw significant drops, with transparent EVA film decreasing by 3.8% and POE film by 20.5% week-over-week [3][4]. Price Trends Summary - Domestic polysilicon prices: Rmb40/kg, with bidding prices between Rmb37.5-43/kg [3]. - Overseas polysilicon prices: US$21/kg, down 2.3% week-over-week [3]. - PERC module prices: Domestic prices fell to Rmb0.7/W, while TOPCon module prices decreased by 1.4% to Rmb0.73/W [3][4]. - India PERC module prices fell by 2.9% to US$0.165/W, while US and EU prices remained flat [3]. - Prices of transparent EVA film dropped by 3.8%, white EVA by 3.6%, and POE film by 20.5% week-over-week [3][4].

Investment Rating - The report does not explicitly provide an investment rating for the ASEAN energy sector, but it highlights significant investment opportunities and challenges within the region's energy landscape. Core Insights - ASEAN has shown resilience in attracting Foreign Direct Investment (FDI), with a 17% increase in 2022, reaching USD 224 billion, despite global declines in FDI [16][21] - The energy sector is crucial for sustaining this trend, with a projected increase in Total Final Energy Consumption (TFEC) to approximately 735 Mtoe by 2050, marking a 69% increase from 2023 levels [22][21] - The region's energy supply is expected to grow significantly, with Total Primary Energy Supply (TPES) projected to reach 1,219.5 Mtoe by 2050 [64] Summary by Sections Chapter 1: Introduction - ASEAN's GDP growth is projected to be 4.6% in 2024 and 4.7% in 2025, indicating a robust economic environment for investment [34] - The energy sector plays a vital role in addressing energy security and sustainability, presenting opportunities for investment in both fossil fuels and renewable energy [47] Chapter 2: Trends and Opportunities - Total Final Energy Consumption (TFEC) is expected to rise to 746.2 Mtoe by 2050, driven by economic recovery and energy-intensive activities [56][22] - The installed power capacity in ASEAN is projected to triple from 315 GW in 2021 to 1,047 GW by 2050, with a strong shift towards renewable energy sources [23] - The transportation sector's energy demand is expected to grow significantly, particularly with the rise of electric vehicles, projected to reach a market value of USD 2.7 billion by 2027 [62] Chapter 3: Challenges - Financing remains a significant challenge, with around 57% of energy projects financed through commercial banks, indicating limited diversification of funding sources [17][18] - The region's high upfront capital requirements and underutilized capital markets hinder private investment in energy projects [28] Chapter 4: Supporting Policies - The report emphasizes the need for improved legal and institutional frameworks to accelerate energy investment opportunities [19][26] - ASEAN has developed the ASEAN Taxonomy for Sustainable Finance to facilitate investment in sustainable activities [27] Chapter 5: Financial Instruments - Energy investments in ASEAN are primarily driven by public investment, with a growing share of private investment, which is influenced by capital costs and perceived risks [24][25] - Blended financial products, including concessional loans and green bonds, are increasingly utilized to support energy investments [25] Chapter 6: Country Deep Dive - Indonesia's energy investment landscape is largely financed by commercial banks (49%) and bilateral debt (39%), while Lao PDR shows a more balanced approach with equity (28%) and multilateral debt (23.2%) [29][30] Chapter 7: Implications - The report concludes with policy recommendations aimed at enhancing investment attractiveness and addressing the challenges faced by the energy sector in ASEAN [50]