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别再盯着热门股了!社保、外资正悄悄建仓这10只低调黑马,业绩扎实估值低,看懂的人已经行动
Sou Hu Cai Jing· 2026-02-28 00:15
2026年的A股市场,指数在震荡中缓慢上行,但个股行情却冰火两重天。 很多散户朋友每天追逐涨停板、跟风热门题材,结果往往是高位被套、来回亏损。 然而,就在市场喧嚣的背后,一股"聪明钱"正在悄然行动。 以社保、公募、外资为代表的主力资金,正避开人声鼎沸的热门股,默默建仓一批看似低调、 实则内核强大的公司。 这些公司不是靠故事和概念炒作,它们普遍拥有五大特征:身处国家重点支持的高景气赛道、近三年业绩持续增长、当前估值处于 历史低位、拥有难以替代的技术壁垒、并且获得了中长期机构的持续加仓。 它们就像武侠小说里的"扫地僧",平时不显山露水,却身怀绝技。 本文将为你 揭开这10只被主力悄悄看中的"隐形冠军"面纱,看看它们究竟凭什么能成为穿越市场周期的底气。 厦门钨业是一家拥有钨、稀土、锂电材料三大主业的资源巨头。 市场通常把它看作传统的周期品公司,忽视了其在新材料领域的成长性。 2025年,公司实 现营业收入464.69亿元,同比增长31.37%;归母净利润23.11亿元,同比增长35.08%。 在钨业务上,它是全球APT产能第一的企业,光伏切割用的钨丝全球 市占率超过80%。 在新能源材料领域,它的子公司厦钨新能是宁 ...
刷新三项世界纪录!“中国牌”晶体再获重大突破
Yang Guang Wang· 2026-01-28 16:26
Core Viewpoint - Chinese scientists have successfully developed a new type of crystal, ammonium borofluoride (ABF), which achieves direct frequency doubling of vacuum ultraviolet laser output at a wavelength of 158.9 nanometers, marking a significant advancement in laser technology and promising applications in precision manufacturing and cutting-edge scientific research [1][5][8]. Group 1: Development and Innovation - The ABF crystal represents a breakthrough in non-linear optical materials, achieving world records in wavelength output, nanosecond pulse energy, and conversion efficiency [5][8]. - The research team at the Xinjiang Institute of Physics and Chemistry, Chinese Academy of Sciences, has developed this crystal through original innovation, encompassing material design, compound synthesis, crystal growth, and device fabrication [4][6]. - The development of ABF took nearly ten years, building on the legacy of previous Chinese innovations in laser crystals, such as KBBF, which had dominated the field for over 30 years [5][6]. Group 2: Applications and Future Prospects - The ABF crystal is expected to play a crucial role in high-end scientific equipment for research in fields like superconductivity and precision manufacturing, contributing to China's transition from a manufacturing power to a manufacturing stronghold [8]. - Future plans include the development of laser devices and original equipment that leverage the unique properties of the ABF crystal, potentially leading to breakthroughs in various high-tech applications, including space communication [8]. - The research team aims to continue enhancing the stability and processing techniques of ABF crystals to achieve even shorter wavelengths and higher power outputs for solid-state vacuum ultraviolet light sources [8].
投资者提问:公司2022年公众号所写BBO晶体将会在量子通信、量子密码学、...
Xin Lang Cai Jing· 2025-11-07 12:29
Core Viewpoint - The company acknowledges the potential applications of BBO crystals in quantum communication and related fields but currently does not engage in quantum technology research [1] Company Insights - The company is recognized as a leading supplier of nonlinear optical crystals and laser crystals [1] - The company is committed to serving existing customers while actively monitoring emerging market opportunities, including cutting-edge scientific research [1] - The company aims to seize potential development opportunities arising from advancements in new technologies [1]