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提防“热门概念“挨个回踩
Hu Xiu· 2025-05-28 12:14
本篇评级为★★,主要围绕以下内容展开: 1、提防"热门概念"挨个回踩 2、海外市场是回光返照,还是站上新起点? 如有疑问请以音频内容为准,添加妙妙子微信huxiuvip302,入群有机会与董小姐进一步交流。 新闻解读评级说明:五星重磅,四星重要,三星级以下大家选择听。 比如今天大家看到的新消费赛道,一些潮玩龙头出现了超过6%的跌幅。这种情况在前几天也曾发生在 新能源车和电池赛道上,它们闪亮几天后迅速掉下来。当时在它们闪亮的时候,我们曾给大家聊到过, 感觉舆论在炒作这些概念时似乎在寻找接盘侠,所以当时不建议参与。这两天大家看到,一旦进入下跌 轨道,跌幅是比较吓人的。在资金热情度没有恢复之前,香港市场可能还是难以翻身。尤其是香港市 场,前段时间它的主要资金都来自南下资金,是增量资金把它推上去的。现在内地市场马上也要面临端 午节小长假,资金紧张程度没办法在短期内恢复。 本文为妙投付费内容,上述仅为摘要,购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读 体验机会,在妙投APP-我的-权益兑换 输入"妙投888"即可领取。 今天国内市场的情绪仍然比较低落,整体市场机会比较缺乏。我们对国内和国外两个市场的观点没有 ...
5分钟充电70%,广州企业领跑新能源车超快充赛道
news flash· 2025-05-27 02:13
Group 1 - A technology company in Guangzhou has completed the first public test of ultra-fast charging after the release of new national standards for charging [1] - The results indicate that its ultra-fast charging battery can charge approximately 70% of its capacity in just 5 minutes, positioning the company as a leader in the industry [1]
高盛:中国新能源车产能扩张峰值已过 但“淘汰赛”仍未结束
Di Yi Cai Jing· 2025-05-27 01:55
当资本市场还在为汽车股暴跌与比亚迪"以价换市"策略震荡时,中国新能源车市场的竞争暗战已进入深 水区。对此 高盛在接受第一财经采访时表示,"价格战远未终结"—— 产能扩张峰值已过、燃油车退潮 加速,但50余家车企混战的格局仍需"淘汰赛"淬炼 。 高盛中国汽车分析师 侯雪婷:现在还不到价格战结束和行业已经整合的时间点。首先比如 说,其实行业很多领先的车企他们自己的 判断是说,接下来可能至少还有两年的时间,还 是所谓的行业"淘汰赛"这样一个时间,如果从我们刚才讲到就整体行业的集中度、还有产能 利用率的话,虽然是在提升,但是可能离一个比较健康、或者是有可以盈利的水平还是有一 定的差距,所以说我们认为应该还是会继续持续一段时间。 第一财经:竞争激烈一直是前几年中国新能源车市场上面的一个关键词,那么您觉得从今年 开始这样的风险是不是已经开始降低了? 高盛中国汽车分析师 侯雪婷:如果我们看整个所谓的价格竞争,大概是从2023年1月份开始 的,2023年全年的话,大致是整个行业有10%以上的降价,2024年同样也有10%以上的降 价,如果我们看今年2025年的前4-5个月的话,其实降价的幅度和数量跟去年的前四五个月 相比的话 ...
民营经济谱新篇丨以“稳”提质促外贸 民企跑出“加速度”
Xin Hua She· 2025-05-27 01:14
Group 1 - Private enterprises are the largest foreign trade entities in China, and their vitality is crucial for foreign trade growth [1] - From January to April this year, imports and exports to ASEAN and Belt and Road countries grew faster than in the first quarter, with private enterprises' imports and exports increasing by 6.8% year-on-year [3] - The integration of domestic and foreign trade development injects lasting momentum into China's high-quality economic growth [3] Group 2 - In Shandong's Wudi County, XinYue Chemical Group is ramping up production for orders destined for Africa [5] - In Sichuan's Meishan Tianfu New Area, a company is assembling electric tricycles for export to Africa and Southeast Asia, benefiting from policies that reduce operational costs [6] - Yiwu, known as the "world supermarket," connects over 210,000 small and medium-sized enterprises with more than 230 countries and regions, showcasing confidence and vitality in its production [8] Group 3 - Yiwu's total import and export value reached 167.45 billion yuan in the first quarter, a year-on-year increase of 13%, with exports growing by 14.5% [11] - The robust policies support the development of the private economy, indicating a promising future for high-quality development [9][13]
“新消费”闪耀“618购物节”!港股消费ETF(159735)今日低开调整,实时成交额超3700万元排名同指数第一
Mei Ri Jing Ji Xin Wen· 2025-05-26 02:36
Group 1 - The consumption upgrade policy is showing significant effects, with strong sales in automobiles, home appliances, and mobile phones during the "618 shopping festival" [1] - E-commerce platforms are enhancing promotional activities, leading to rapid growth in new consumption areas such as pets and trendy toys [1] - JD.com reported a more than 300% year-on-year increase in sales for action cameras and accessories on May 22, while gaming laptops and high-end gaming PCs saw over 110% growth [1] Group 2 - The Hong Kong stock market saw a decline on May 26, but consumer sectors like automobiles, home appliances, media, and tourism showed strong performance [1] - The Hong Kong Consumption ETF (159735) has an average daily trading volume of 107 million yuan over the past 20 trading days, indicating high market interest [1] - The Hong Kong consumption sector is characterized by a higher proportion of e-commerce, consumer electronics, new energy vehicles, and cultural entertainment compared to A-shares, which are more focused on high-end liquor [2] Group 3 - The current market environment presents investment value in the consumption sector, supported by easing US-China trade tensions and domestic macro policies [2] - The Chinese government has emphasized support for expanding consumption in recent monetary policy announcements, reflecting a focus on the consumption sector [2] - June is a quiet period for listed company earnings disclosures, which may stabilize market sentiment and facilitate valuation recovery in the consumption sector [2]
欧洲海风政策边际改善密集,关注宁德港股促锂电板块估值重塑 | 投研报告
Group 1: Core Insights - The report highlights the strong performance of CATL after its listing on the Hong Kong stock market, with a closing increase of 16.43% on May 20 and a further 10% the next day, indicating that high-quality companies can achieve better pricing in more liquid markets [1][3] - The report expresses optimism about the future performance of globally competitive Chinese manufacturing companies in the H-share market, particularly in light of CATL's value re-evaluation impacting the overall lithium battery sector [1][3] Group 2: Industry Summaries - In the photovoltaic and energy storage sector, April saw a significant increase in domestic installations, driven by demand ahead of the SNEC event, with expectations for continued strong performance in May [2] - The Danish government has restarted a previously paused 3GW offshore wind project, introducing new bidding rules and substantial subsidies, which is expected to enhance demand in the European offshore wind market [2] - In April, the export value of major electrical equipment reached $6.99 billion, a year-on-year increase of 31%, with transformers and high-voltage switches seeing increases of 32% and 55% respectively, indicating robust growth in the electrical equipment sector [3] - The hydrogen and fuel cell sector experienced a significant decline in insurance volume for hydrogen vehicles, down 78.32% year-on-year, although policies promoting hydrogen vehicle applications are expected to accelerate growth [4] Group 3: Key Events - The National Development and Reform Commission emphasized the need to address excessive competition in the energy sector, while the Energy Bureau reported significant year-on-year increases in new photovoltaic and wind power installations for April [6] - Notable developments include BYD signing a large energy storage contract in Latin America and the successful launch of a 3MW PEM electrolyzer hydrogen production project [6]
电力设备行业周报:1-4月国内光伏装机同增75%,金龙羽签订无人机固态电池订单
GOLDEN SUN SECURITIES· 2025-05-25 06:23
证券研究报告 | 行业周报 gszqdatemark 2025 05 25 年 月 日 电力设备 1-4 月国内光伏装机同增 75%,金龙羽签订无人机固态电池订单 光伏:1-4 月国内光伏新增装机 104.93GW,同比增长 75%。根据国家能源局 发布的 1-4 月份全国电力工业统计数据。今年 1-4 月,国内新增光伏装机 104.93GW,同比增长 75%。单 4 月新增光伏装机 45.22GW,同比增长 215%。 在抢装背景下,行业需求在前四月大幅增长。当下行业抢装减弱,产业链价格回 调。关注后续产业链产能控制情况。整体供给侧减产积极,关注后续价格修企稳时 机。核心关注两大方向:1)供给侧偏刚性、后续需求复苏后价格弹性更大的硅料 和玻璃,核心关注协鑫科技、通威股份、福莱特等。2)新技术背景下带来的中长 期成长性机会,核心关注爱旭股份、聚和材料等。 风电&电网:红海湾六海上风电启动 500KV 海缆招标,丹麦政府重启海上风电补 贴,预期 2025 年秋季启动 3GW 招标。5 月 21 日,深圳能源电子招标投标平台 发布《深能汕尾红海湾六海上风电项目 500kV 海底电缆供货及敷设采购项目招标 公告》。 ...
1-4月国内光伏装机同增75%,金龙羽签订无人机固态电池订单
GOLDEN SUN SECURITIES· 2025-05-25 06:01
风电&电网:红海湾六海上风电启动 500KV 海缆招标,丹麦政府重启海上风电补 贴,预期 2025 年秋季启动 3GW 招标。5 月 21 日,深圳能源电子招标投标平台 发布《深能汕尾红海湾六海上风电项目 500kV 海底电缆供货及敷设采购项目招标 公告》。丹麦能源部宣布,丹麦政府将于今年秋季启动 3GW 海上风电招标,并将 为开发商提供高达 552 亿丹麦克朗(折合人民币约 603.78 亿元)的补贴。 氢能:阳光电源再投 43 亿建绿色氢氨醇项目!据全球氢能,2025 年 5 月 20 日, 黑龙江省齐齐哈尔市富裕县阳光新能源绿色氢氨醇一体化项目备案。据公示信息, 该项目总投资额为 42.67 亿元,项目总占地约 541200 平方米,新建办公用房座, 利用风光发电自建电解水制氢装置生产绿氢,年产 30 万吨绿色甲醇和 10 万吨绿 氨。项目法人单位为富裕县成阳绿氢能源有限公司,隶属于阳光电源,是阳光新能 源开发股份有限公司旗下全资控股公司。近年来,从制氢装备到绿氢项目投资,阳 光电源积极布局氢能产业,不断拓宽氢能的应用场景。优质设备厂商双良节能、华 电重工、昇辉科技、华光环能。推荐关注氢气压缩机头部标的 ...
专家访谈汇总:科伦与默沙东三个合作项目终止
1、 《 Comac Medical Group 收购 ILIFE Consulting 》 摘要 ■ 英国总部、由 EdgeCap Partners 支持的 Comac Medical Group 宣布收购法国巴黎的专业合同研究 组织(CRO) ILIFE Consulting 。 ■ ILIFE 专注于 肿瘤学 、 罕见病 和 复杂的早期生物技术临床试验 ,这些均为创新密集、增长潜力大 的医疗细分领域。 ■ ILIFE 拥有深厚的法国及西欧市场经验,增强 Comac 在西欧地区的立足点,与其在英国、德国和美 国的近期扩展形成协同效应。 ■ ILIFE 创始人兼 CEO Marina Iché 将继续担任领导职务并成为集团重要股东,有助于确保企业文化与 服务连续性,支持未来增长战略。 ■ 背后私募股权基金 EdgeCap Partners 专注于欧洲高质量中型企业,管理层具有 Morgan Stanley、 Citi、Goldman Sachs 等顶级机构背景,具备强大资本与并购执行力。 ■ 对投资者而言,此次并购显著加强了 Comac 在早期临床试验领域的技术与服务能力,提升其吸引 新兴生物技术客户的竞争 ...
解码国投系基金:16年助力296家企业登陆资本市场!
证券时报· 2025-05-24 10:58
截至今年3月,国投系基金累计投资1175个项目,助力296家企业登陆资本市场。 比亚迪、宁德时代、寒武纪……这些耳熟能详的明星企业成长路程上,都能见到国家开发投资集团有限公司(下称"国投集团")旗下基金的身影。 2025年是国投集团成立30周年,开展基金投资16周年。日前举行的一场小范围交流会上,国投"四创"(国投创益、国投创新、国投创合、国投创业)的有关负责人 齐亮相,讲述基金投资背后的故事,介绍经验和下一步投资思路。 证券时报记者获悉,国投集团内外正在积极推广和复制"基金+直投"双轮驱动的经验。 超八成在管基金为国家级政府投资基金 国投集团成立于1995年,是中央直接管理的国有重要骨干企业,2009年设立第一只私募股权基金。目前集团旗下在管基金共50只,基金管理规模超过2700亿元,其 中国家级政府投资基金有11只,规模超过2300亿元,占比84%。超八成在管基金为国家级政府投资基金,国投集团是名副其实的基金"国家队"。 国投系基金由国投创益、国投创新、国投创合、国投创业4家企业共同构成。国投集团基金事业部副主任郭庆齐介绍,国投创新聚焦制造强国、国投创业深耕科技 创新、国投创合搭建母基金生态平台、国投创益 ...