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T000002721
2022-02-10
这篇文章不错,转发给大家看
宁德时代一日惊魂
T000002721
2021-07-28
这什么操作?[疑问]
T000002721
2021-07-02
这篇文章不错,转发给大家看
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T000002721
2021-01-07
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T000002721
2020-12-22
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T000002721
2020-11-02
$蚂蚁集团(06688)$
四部门联合约谈蚂蚁集团有关人员今天,中国人民银行、中国银保监会、中国证监会、国家外汇管理局对蚂蚁集团实际控制人马云、董事长井贤栋、总裁胡晓明进行了监管约谈。
T000002721
2020-08-22
$小米集团-W(01810)$
mix alpha不能量产可惜了。21号新闻联播,上手体验。
T000002721
2020-07-30
收盘涨幅36%
@小虎活动:猜理想汽车首日涨跌幅,赢66虎币!
T000002721
2019-10-19
$苹果(AAPL)$
2019年10月18日上午,清华大学经济管理学院顾问委员会2019年会议在清华大学举行,这是该委员会成立以来的第20次年度会议。本年度共有35位委员参加顾问委员会会议及相关活动。会议由清华经管学院顾问委员会新任主席、苹果公司(Apple)首席执行官蒂姆·库克(Tim Cook)主持。顾问委员会新任主席、苹果公司(Apple)首席执行官蒂姆·库克(Tim Cook)在发言中表示,未来三年将与全体委员共同致力推动学院发展,为将学院建设成为世界一流的经济管理学院而努力。
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21:45","market":"hk","language":"zh","title":"宁德时代一日惊魂","url":"https://stock-news.laohu8.com/highlight/detail?id=2210599292","media":"华尔街见闻","summary":"2021年,宁德时代成了顶流。甚至代替了茅台,成为A股最具话题度的公司。春节刚过、复工伊始,高处不胜寒的宁王,再次迎接了一轮市场的震荡。2 月 10 日,宁德时代的股价遭遇“爆破”,一路杀跌,资金恐慌","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/8785d52dd381feca80f47c207a968d7a\" tg-width=\"2048\" tg-height=\"1365\" referrerpolicy=\"no-referrer\"/></p><p>2021年,<a href=\"https://laohu8.com/S/300750\">宁德时代</a>成了顶流。甚至代替了茅台,成为A股最具话题度的公司。春节刚过、复工伊始,高处不胜寒的宁王,再次迎接了一轮市场的震荡。</p><p>2 月 10 日,宁德时代的股价遭遇“爆破”,一路杀跌,资金恐慌式出逃,盘中一度跌近 9%、市值一度损失近 1100 亿元。不过随后跌幅有所收窄,截至收盘,股价收跌 5.32% ,总市值 1.2 万亿元。</p><p>宁德时代暴跌的冲击波辐射到整个创业板板块,10日早盘创业板跌幅接近3%,这次“舆论主角”海木星的股价当天也下跌了5.59%。</p><p>这次股价滑坡的诱因,源于市场的一则传言。</p><p>日前宁德时代的供应商(<a href=\"https://laohu8.com/S/688559\">海目星</a>的子公司-广州市海目星激光科技)被美国商务部拉入“未经核实名单”(Unverified List)。就此有消息传出,宁德时代正在美国向专业机构求助,咨询其被美国制裁的可能性。</p><p>不过很快宁德时代回应称这是“FAKE NEWS”,市场疑虑渐渐平息。</p><p>拉长时间来看,这只不过是宁德时代近期股价下滑的一朵浪花。传言可以轻易击穿宁德时代的股价,靓丽的业绩也没能挽救下跌的态势。自打开年以来,宁德时代连同新能源板块的股价就跌个没停,本月宁德时代累计跌幅达12.57%,市值蒸发约1735亿元;今年累计跌幅已超 25%,市值蒸发 4000 亿元。</p><p>今年 1 月份,宁德时代发布业绩预告称,预计 2021 年实现归属于上市公司股东的净利润区间为 140 - 165 亿元,同比增幅区间为 150.75% - 195.52%,为公司成立以来的最好盈利水平。 宁德时代表示,这得益于新能源汽车的迅猛发展、公司产能的扩大和成本的缩减。</p><p>近日SNE也发布了2021年全球动力电池装机量排行榜,宁德时代排名第一,全球装机量达到96.7GWh,市场占有率为32.6%,位列全球第一,这也已经是宁德时代第五次蝉联冠军。</p><p>但叫好不叫座,投资者反而在组团撤离,股价阴跌不止。在宁德时代盘面上,北向资金出现接连五日的净卖出,1 月 27 日到 2 月 9 日的 5 个交易日,北上资金累计净卖出 26.62 亿元,外资近期有持续流出的迹象。</p><p>对此,新能源产业分析人士的观点指出,新能源行业估值被透支,泡沫依旧不小,市场正在出清风险,处于回调期。此外,经济环境的影响也是外部压力之一。</p><p>财信证券表示,随着疫情进入中尾声,美联储持续释放鹰派信号,加息及缩表进程均有所加快,全球流动性收紧预期持续发酵,对流动性变化敏感的成长股票群落遭遇了愈发明显的抛售压力,国内股市创业板亦未能免于外围政策紧缩的溢出压力。</p><p>市场的情绪及宏观经济吹来的大风,刮在宁德时代这颗新能源“大树”上,动静就显得尤为大。</p><p>不仅如此,宁德自身的强势押金策略也在遭遇挑战,新能源车企不堪忍受高昂的资金成本,骑驴找马寻找靠谱的电池供应商“备胎”。</p><p>而在新能源产业的潜力被充分显和确立现后,竞争者辈出,强大的同行如 LG新能源、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等,都试图抢夺电池“老大”的位置。</p><p>被视为宁德时代最大的对手LG新能源,在春节前抱着要与其一争高下的心态,高举全韩国股民的热情和力量,在本土发行IPO总融资规模达500多亿人民币。在海外市场占有率第一的LG新能源放出豪言,要在 2025 年前向其在全球电池工厂投资 8.85 万亿韩元,将产能提高到 400GWh。</p><p>排行老三的<a href=\"https://laohu8.com/S/PC\">松下</a>,作为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>“御用”的电池供应商,也在月初宣布,旗下研制的有望能改变动力电池格局的 4680 电池终于迎来量产。据悉,4680 电芯的单体能量提高 5 倍,整车续航里程增加 16%,电力相比有极耳电池提升 6 倍,功率输出提升 6 倍。为量产,松下计划在日本投入约 7 亿美元年产量在 10GWh 左右,相当于每年可以为 15 万辆汽车提供动力电池。</p><p>除了国外巨头,国内的动力电池新力量也在崛起,并且成为国内不少新能源车企的新选择。此前就有消息称,多个以宁德时代为主供的车企将引入中创新航、<a href=\"https://laohu8.com/S/300207\">欣旺达</a>等供应商。</p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>在近期接受机构调研时就曾表示,宁德时代价格涨幅太大,为应对成本上涨带来的压力,未来会逐渐将宁德时代动力电池替换为中航锂电的电池,<a href=\"https://laohu8.com/S/300014\">亿纬锂能</a>的铁锂电池也会继续使用,主要匹配低配车型。</p><p>新能源的广阔前景成为巨头的催化剂,不迷信老大、格局瞬间变换,也导致投资者也对宁德时代愈发敏感,市场上有任何的风吹草动都会立即反应在股价上。</p><p>宏观“被”调控,业内在“拆台”,宁德时代称王的同时,也时刻面临被超越、被取代的风险。</p><p>对“扛把子”宁德时代来说,安逸的日子一去不复返了,2022年必须适应当下的新竞争格局,拿出更多实力,才可能继续稳坐龙头的宝座。</p></body></html>","source":"wallstreetcn_api","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>宁德时代一日惊魂</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n宁德时代一日惊魂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-10 21:45 北京时间 <a href=https://wallstreetcn.com/articles/3651633><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年,宁德时代成了顶流。甚至代替了茅台,成为A股最具话题度的公司。春节刚过、复工伊始,高处不胜寒的宁王,再次迎接了一轮市场的震荡。2 月 10 日,宁德时代的股价遭遇“爆破”,一路杀跌,资金恐慌式出逃,盘中一度跌近 9%、市值一度损失近 1100 亿元。不过随后跌幅有所收窄,截至收盘,股价收跌 5.32% ,总市值 1.2 万亿元。宁德时代暴跌的冲击波辐射到整个创业板板块,10日早盘创业板...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651633\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8785d52dd381feca80f47c207a968d7a","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3651633","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210599292","content_text":"2021年,宁德时代成了顶流。甚至代替了茅台,成为A股最具话题度的公司。春节刚过、复工伊始,高处不胜寒的宁王,再次迎接了一轮市场的震荡。2 月 10 日,宁德时代的股价遭遇“爆破”,一路杀跌,资金恐慌式出逃,盘中一度跌近 9%、市值一度损失近 1100 亿元。不过随后跌幅有所收窄,截至收盘,股价收跌 5.32% ,总市值 1.2 万亿元。宁德时代暴跌的冲击波辐射到整个创业板板块,10日早盘创业板跌幅接近3%,这次“舆论主角”海木星的股价当天也下跌了5.59%。这次股价滑坡的诱因,源于市场的一则传言。日前宁德时代的供应商(海目星的子公司-广州市海目星激光科技)被美国商务部拉入“未经核实名单”(Unverified List)。就此有消息传出,宁德时代正在美国向专业机构求助,咨询其被美国制裁的可能性。不过很快宁德时代回应称这是“FAKE NEWS”,市场疑虑渐渐平息。拉长时间来看,这只不过是宁德时代近期股价下滑的一朵浪花。传言可以轻易击穿宁德时代的股价,靓丽的业绩也没能挽救下跌的态势。自打开年以来,宁德时代连同新能源板块的股价就跌个没停,本月宁德时代累计跌幅达12.57%,市值蒸发约1735亿元;今年累计跌幅已超 25%,市值蒸发 4000 亿元。今年 1 月份,宁德时代发布业绩预告称,预计 2021 年实现归属于上市公司股东的净利润区间为 140 - 165 亿元,同比增幅区间为 150.75% - 195.52%,为公司成立以来的最好盈利水平。 宁德时代表示,这得益于新能源汽车的迅猛发展、公司产能的扩大和成本的缩减。近日SNE也发布了2021年全球动力电池装机量排行榜,宁德时代排名第一,全球装机量达到96.7GWh,市场占有率为32.6%,位列全球第一,这也已经是宁德时代第五次蝉联冠军。但叫好不叫座,投资者反而在组团撤离,股价阴跌不止。在宁德时代盘面上,北向资金出现接连五日的净卖出,1 月 27 日到 2 月 9 日的 5 个交易日,北上资金累计净卖出 26.62 亿元,外资近期有持续流出的迹象。对此,新能源产业分析人士的观点指出,新能源行业估值被透支,泡沫依旧不小,市场正在出清风险,处于回调期。此外,经济环境的影响也是外部压力之一。财信证券表示,随着疫情进入中尾声,美联储持续释放鹰派信号,加息及缩表进程均有所加快,全球流动性收紧预期持续发酵,对流动性变化敏感的成长股票群落遭遇了愈发明显的抛售压力,国内股市创业板亦未能免于外围政策紧缩的溢出压力。市场的情绪及宏观经济吹来的大风,刮在宁德时代这颗新能源“大树”上,动静就显得尤为大。不仅如此,宁德自身的强势押金策略也在遭遇挑战,新能源车企不堪忍受高昂的资金成本,骑驴找马寻找靠谱的电池供应商“备胎”。而在新能源产业的潜力被充分显和确立现后,竞争者辈出,强大的同行如 LG新能源、比亚迪等,都试图抢夺电池“老大”的位置。被视为宁德时代最大的对手LG新能源,在春节前抱着要与其一争高下的心态,高举全韩国股民的热情和力量,在本土发行IPO总融资规模达500多亿人民币。在海外市场占有率第一的LG新能源放出豪言,要在 2025 年前向其在全球电池工厂投资 8.85 万亿韩元,将产能提高到 400GWh。排行老三的松下,作为特斯拉“御用”的电池供应商,也在月初宣布,旗下研制的有望能改变动力电池格局的 4680 电池终于迎来量产。据悉,4680 电芯的单体能量提高 5 倍,整车续航里程增加 16%,电力相比有极耳电池提升 6 倍,功率输出提升 6 倍。为量产,松下计划在日本投入约 7 亿美元年产量在 10GWh 左右,相当于每年可以为 15 万辆汽车提供动力电池。除了国外巨头,国内的动力电池新力量也在崛起,并且成为国内不少新能源车企的新选择。此前就有消息称,多个以宁德时代为主供的车企将引入中创新航、欣旺达等供应商。小鹏汽车在近期接受机构调研时就曾表示,宁德时代价格涨幅太大,为应对成本上涨带来的压力,未来会逐渐将宁德时代动力电池替换为中航锂电的电池,亿纬锂能的铁锂电池也会继续使用,主要匹配低配车型。新能源的广阔前景成为巨头的催化剂,不迷信老大、格局瞬间变换,也导致投资者也对宁德时代愈发敏感,市场上有任何的风吹草动都会立即反应在股价上。宏观“被”调控,业内在“拆台”,宁德时代称王的同时,也时刻面临被超越、被取代的风险。对“扛把子”宁德时代来说,安逸的日子一去不复返了,2022年必须适应当下的新竞争格局,拿出更多实力,才可能继续稳坐龙头的宝座。","news_type":1,"symbols_score_info":{"300750":1,"JKS":1}},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803268330,"gmtCreate":1627442223620,"gmtModify":1627442223620,"author":{"id":"3494413724963903","authorId":"3494413724963903","name":"T000002721","avatar":"https://static.tigerbbs.com/e150c853fe8baebb3f9da181117750dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494413724963903","authorIdStr":"3494413724963903"},"themes":[],"htmlText":"这什么操作?[疑问] ","listText":"这什么操作?[疑问] 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alpha不能量产可惜了。21号新闻联播,上手体验。","text":"$小米集团-W(01810)$mix alpha不能量产可惜了。21号新闻联播,上手体验。","images":[{"img":"https://static.tigerbbs.com/d7889d64e873f9189a4c519fc0b30f00","width":"1920","height":"1080"},{"img":"https://static.tigerbbs.com/7e762030ca9bfccc7edef3f19796f6fd","width":"1920","height":"1080"},{"img":"https://static.tigerbbs.com/e1291109390f1ccac1209517262af666","width":"1920","height":"1080"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":42,"commentSize":24,"repostSize":1,"link":"https://laohu8.com/post/979885632","isVote":1,"tweetType":1,"viewCount":12016,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549097991671126","authorId":"3549097991671126","name":"Kevin_8842","avatar":"https://static.tigerbbs.com/01ba234021382706bad8de1fffc3a749","crmLevel":1,"crmLevelSwitch":0,"idStr":"3549097991671126","authorIdStr":"3549097991671126"},"content":"有人知道这戴的是什么手表?","text":"有人知道这戴的是什么手表?","html":"有人知道这戴的是什么手表?"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":938655430,"gmtCreate":1571481635120,"gmtModify":1704722525369,"author":{"id":"3494413724963903","authorId":"3494413724963903","name":"T000002721","avatar":"https://static.tigerbbs.com/e150c853fe8baebb3f9da181117750dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494413724963903","authorIdStr":"3494413724963903"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 2019年10月18日上午,清华大学经济管理学院顾问委员会2019年会议在清华大学举行,这是该委员会成立以来的第20次年度会议。本年度共有35位委员参加顾问委员会会议及相关活动。会议由清华经管学院顾问委员会新任主席、苹果公司(Apple)首席执行官蒂姆·库克(Tim Cook)主持。顾问委员会新任主席、苹果公司(Apple)首席执行官蒂姆·库克(Tim Cook)在发言中表示,未来三年将与全体委员共同致力推动学院发展,为将学院建设成为世界一流的经济管理学院而努力。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 2019年10月18日上午,清华大学经济管理学院顾问委员会2019年会议在清华大学举行,这是该委员会成立以来的第20次年度会议。本年度共有35位委员参加顾问委员会会议及相关活动。会议由清华经管学院顾问委员会新任主席、苹果公司(Apple)首席执行官蒂姆·库克(Tim Cook)主持。顾问委员会新任主席、苹果公司(Apple)首席执行官蒂姆·库克(Tim Cook)在发言中表示,未来三年将与全体委员共同致力推动学院发展,为将学院建设成为世界一流的经济管理学院而努力。","text":"$苹果(AAPL)$ 2019年10月18日上午,清华大学经济管理学院顾问委员会2019年会议在清华大学举行,这是该委员会成立以来的第20次年度会议。本年度共有35位委员参加顾问委员会会议及相关活动。会议由清华经管学院顾问委员会新任主席、苹果公司(Apple)首席执行官蒂姆·库克(Tim Cook)主持。顾问委员会新任主席、苹果公司(Apple)首席执行官蒂姆·库克(Tim Cook)在发言中表示,未来三年将与全体委员共同致力推动学院发展,为将学院建设成为世界一流的经济管理学院而努力。","images":[{"img":"https://static.tigerbbs.com/77f4c2dc979c553ce6f0945d2682fb31","width":"1080","height":"623"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/938655430","isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":631100239,"gmtCreate":1644505990021,"gmtModify":1644505990021,"author":{"id":"3494413724963903","authorId":"3494413724963903","name":"T000002721","avatar":"https://static.tigerbbs.com/e150c853fe8baebb3f9da181117750dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494413724963903","authorIdStr":"3494413724963903"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631100239","repostId":"2210599292","repostType":2,"repost":{"id":"2210599292","kind":"highlight","pubTimestamp":1644500734,"share":"https://www.laohu8.com/m/news/2210599292?lang=&edition=full","pubTime":"2022-02-10 21:45","market":"hk","language":"zh","title":"宁德时代一日惊魂","url":"https://stock-news.laohu8.com/highlight/detail?id=2210599292","media":"华尔街见闻","summary":"2021年,宁德时代成了顶流。甚至代替了茅台,成为A股最具话题度的公司。春节刚过、复工伊始,高处不胜寒的宁王,再次迎接了一轮市场的震荡。2 月 10 日,宁德时代的股价遭遇“爆破”,一路杀跌,资金恐慌","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/8785d52dd381feca80f47c207a968d7a\" tg-width=\"2048\" tg-height=\"1365\" referrerpolicy=\"no-referrer\"/></p><p>2021年,<a href=\"https://laohu8.com/S/300750\">宁德时代</a>成了顶流。甚至代替了茅台,成为A股最具话题度的公司。春节刚过、复工伊始,高处不胜寒的宁王,再次迎接了一轮市场的震荡。</p><p>2 月 10 日,宁德时代的股价遭遇“爆破”,一路杀跌,资金恐慌式出逃,盘中一度跌近 9%、市值一度损失近 1100 亿元。不过随后跌幅有所收窄,截至收盘,股价收跌 5.32% ,总市值 1.2 万亿元。</p><p>宁德时代暴跌的冲击波辐射到整个创业板板块,10日早盘创业板跌幅接近3%,这次“舆论主角”海木星的股价当天也下跌了5.59%。</p><p>这次股价滑坡的诱因,源于市场的一则传言。</p><p>日前宁德时代的供应商(<a href=\"https://laohu8.com/S/688559\">海目星</a>的子公司-广州市海目星激光科技)被美国商务部拉入“未经核实名单”(Unverified List)。就此有消息传出,宁德时代正在美国向专业机构求助,咨询其被美国制裁的可能性。</p><p>不过很快宁德时代回应称这是“FAKE NEWS”,市场疑虑渐渐平息。</p><p>拉长时间来看,这只不过是宁德时代近期股价下滑的一朵浪花。传言可以轻易击穿宁德时代的股价,靓丽的业绩也没能挽救下跌的态势。自打开年以来,宁德时代连同新能源板块的股价就跌个没停,本月宁德时代累计跌幅达12.57%,市值蒸发约1735亿元;今年累计跌幅已超 25%,市值蒸发 4000 亿元。</p><p>今年 1 月份,宁德时代发布业绩预告称,预计 2021 年实现归属于上市公司股东的净利润区间为 140 - 165 亿元,同比增幅区间为 150.75% - 195.52%,为公司成立以来的最好盈利水平。 宁德时代表示,这得益于新能源汽车的迅猛发展、公司产能的扩大和成本的缩减。</p><p>近日SNE也发布了2021年全球动力电池装机量排行榜,宁德时代排名第一,全球装机量达到96.7GWh,市场占有率为32.6%,位列全球第一,这也已经是宁德时代第五次蝉联冠军。</p><p>但叫好不叫座,投资者反而在组团撤离,股价阴跌不止。在宁德时代盘面上,北向资金出现接连五日的净卖出,1 月 27 日到 2 月 9 日的 5 个交易日,北上资金累计净卖出 26.62 亿元,外资近期有持续流出的迹象。</p><p>对此,新能源产业分析人士的观点指出,新能源行业估值被透支,泡沫依旧不小,市场正在出清风险,处于回调期。此外,经济环境的影响也是外部压力之一。</p><p>财信证券表示,随着疫情进入中尾声,美联储持续释放鹰派信号,加息及缩表进程均有所加快,全球流动性收紧预期持续发酵,对流动性变化敏感的成长股票群落遭遇了愈发明显的抛售压力,国内股市创业板亦未能免于外围政策紧缩的溢出压力。</p><p>市场的情绪及宏观经济吹来的大风,刮在宁德时代这颗新能源“大树”上,动静就显得尤为大。</p><p>不仅如此,宁德自身的强势押金策略也在遭遇挑战,新能源车企不堪忍受高昂的资金成本,骑驴找马寻找靠谱的电池供应商“备胎”。</p><p>而在新能源产业的潜力被充分显和确立现后,竞争者辈出,强大的同行如 LG新能源、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等,都试图抢夺电池“老大”的位置。</p><p>被视为宁德时代最大的对手LG新能源,在春节前抱着要与其一争高下的心态,高举全韩国股民的热情和力量,在本土发行IPO总融资规模达500多亿人民币。在海外市场占有率第一的LG新能源放出豪言,要在 2025 年前向其在全球电池工厂投资 8.85 万亿韩元,将产能提高到 400GWh。</p><p>排行老三的<a href=\"https://laohu8.com/S/PC\">松下</a>,作为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>“御用”的电池供应商,也在月初宣布,旗下研制的有望能改变动力电池格局的 4680 电池终于迎来量产。据悉,4680 电芯的单体能量提高 5 倍,整车续航里程增加 16%,电力相比有极耳电池提升 6 倍,功率输出提升 6 倍。为量产,松下计划在日本投入约 7 亿美元年产量在 10GWh 左右,相当于每年可以为 15 万辆汽车提供动力电池。</p><p>除了国外巨头,国内的动力电池新力量也在崛起,并且成为国内不少新能源车企的新选择。此前就有消息称,多个以宁德时代为主供的车企将引入中创新航、<a href=\"https://laohu8.com/S/300207\">欣旺达</a>等供应商。</p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>在近期接受机构调研时就曾表示,宁德时代价格涨幅太大,为应对成本上涨带来的压力,未来会逐渐将宁德时代动力电池替换为中航锂电的电池,<a href=\"https://laohu8.com/S/300014\">亿纬锂能</a>的铁锂电池也会继续使用,主要匹配低配车型。</p><p>新能源的广阔前景成为巨头的催化剂,不迷信老大、格局瞬间变换,也导致投资者也对宁德时代愈发敏感,市场上有任何的风吹草动都会立即反应在股价上。</p><p>宏观“被”调控,业内在“拆台”,宁德时代称王的同时,也时刻面临被超越、被取代的风险。</p><p>对“扛把子”宁德时代来说,安逸的日子一去不复返了,2022年必须适应当下的新竞争格局,拿出更多实力,才可能继续稳坐龙头的宝座。</p></body></html>","source":"wallstreetcn_api","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>宁德时代一日惊魂</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n宁德时代一日惊魂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-10 21:45 北京时间 <a href=https://wallstreetcn.com/articles/3651633><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年,宁德时代成了顶流。甚至代替了茅台,成为A股最具话题度的公司。春节刚过、复工伊始,高处不胜寒的宁王,再次迎接了一轮市场的震荡。2 月 10 日,宁德时代的股价遭遇“爆破”,一路杀跌,资金恐慌式出逃,盘中一度跌近 9%、市值一度损失近 1100 亿元。不过随后跌幅有所收窄,截至收盘,股价收跌 5.32% ,总市值 1.2 万亿元。宁德时代暴跌的冲击波辐射到整个创业板板块,10日早盘创业板...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651633\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8785d52dd381feca80f47c207a968d7a","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3651633","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210599292","content_text":"2021年,宁德时代成了顶流。甚至代替了茅台,成为A股最具话题度的公司。春节刚过、复工伊始,高处不胜寒的宁王,再次迎接了一轮市场的震荡。2 月 10 日,宁德时代的股价遭遇“爆破”,一路杀跌,资金恐慌式出逃,盘中一度跌近 9%、市值一度损失近 1100 亿元。不过随后跌幅有所收窄,截至收盘,股价收跌 5.32% ,总市值 1.2 万亿元。宁德时代暴跌的冲击波辐射到整个创业板板块,10日早盘创业板跌幅接近3%,这次“舆论主角”海木星的股价当天也下跌了5.59%。这次股价滑坡的诱因,源于市场的一则传言。日前宁德时代的供应商(海目星的子公司-广州市海目星激光科技)被美国商务部拉入“未经核实名单”(Unverified List)。就此有消息传出,宁德时代正在美国向专业机构求助,咨询其被美国制裁的可能性。不过很快宁德时代回应称这是“FAKE NEWS”,市场疑虑渐渐平息。拉长时间来看,这只不过是宁德时代近期股价下滑的一朵浪花。传言可以轻易击穿宁德时代的股价,靓丽的业绩也没能挽救下跌的态势。自打开年以来,宁德时代连同新能源板块的股价就跌个没停,本月宁德时代累计跌幅达12.57%,市值蒸发约1735亿元;今年累计跌幅已超 25%,市值蒸发 4000 亿元。今年 1 月份,宁德时代发布业绩预告称,预计 2021 年实现归属于上市公司股东的净利润区间为 140 - 165 亿元,同比增幅区间为 150.75% - 195.52%,为公司成立以来的最好盈利水平。 宁德时代表示,这得益于新能源汽车的迅猛发展、公司产能的扩大和成本的缩减。近日SNE也发布了2021年全球动力电池装机量排行榜,宁德时代排名第一,全球装机量达到96.7GWh,市场占有率为32.6%,位列全球第一,这也已经是宁德时代第五次蝉联冠军。但叫好不叫座,投资者反而在组团撤离,股价阴跌不止。在宁德时代盘面上,北向资金出现接连五日的净卖出,1 月 27 日到 2 月 9 日的 5 个交易日,北上资金累计净卖出 26.62 亿元,外资近期有持续流出的迹象。对此,新能源产业分析人士的观点指出,新能源行业估值被透支,泡沫依旧不小,市场正在出清风险,处于回调期。此外,经济环境的影响也是外部压力之一。财信证券表示,随着疫情进入中尾声,美联储持续释放鹰派信号,加息及缩表进程均有所加快,全球流动性收紧预期持续发酵,对流动性变化敏感的成长股票群落遭遇了愈发明显的抛售压力,国内股市创业板亦未能免于外围政策紧缩的溢出压力。市场的情绪及宏观经济吹来的大风,刮在宁德时代这颗新能源“大树”上,动静就显得尤为大。不仅如此,宁德自身的强势押金策略也在遭遇挑战,新能源车企不堪忍受高昂的资金成本,骑驴找马寻找靠谱的电池供应商“备胎”。而在新能源产业的潜力被充分显和确立现后,竞争者辈出,强大的同行如 LG新能源、比亚迪等,都试图抢夺电池“老大”的位置。被视为宁德时代最大的对手LG新能源,在春节前抱着要与其一争高下的心态,高举全韩国股民的热情和力量,在本土发行IPO总融资规模达500多亿人民币。在海外市场占有率第一的LG新能源放出豪言,要在 2025 年前向其在全球电池工厂投资 8.85 万亿韩元,将产能提高到 400GWh。排行老三的松下,作为特斯拉“御用”的电池供应商,也在月初宣布,旗下研制的有望能改变动力电池格局的 4680 电池终于迎来量产。据悉,4680 电芯的单体能量提高 5 倍,整车续航里程增加 16%,电力相比有极耳电池提升 6 倍,功率输出提升 6 倍。为量产,松下计划在日本投入约 7 亿美元年产量在 10GWh 左右,相当于每年可以为 15 万辆汽车提供动力电池。除了国外巨头,国内的动力电池新力量也在崛起,并且成为国内不少新能源车企的新选择。此前就有消息称,多个以宁德时代为主供的车企将引入中创新航、欣旺达等供应商。小鹏汽车在近期接受机构调研时就曾表示,宁德时代价格涨幅太大,为应对成本上涨带来的压力,未来会逐渐将宁德时代动力电池替换为中航锂电的电池,亿纬锂能的铁锂电池也会继续使用,主要匹配低配车型。新能源的广阔前景成为巨头的催化剂,不迷信老大、格局瞬间变换,也导致投资者也对宁德时代愈发敏感,市场上有任何的风吹草动都会立即反应在股价上。宏观“被”调控,业内在“拆台”,宁德时代称王的同时,也时刻面临被超越、被取代的风险。对“扛把子”宁德时代来说,安逸的日子一去不复返了,2022年必须适应当下的新竞争格局,拿出更多实力,才可能继续稳坐龙头的宝座。","news_type":1,"symbols_score_info":{"300750":1,"JKS":1}},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803268330,"gmtCreate":1627442223620,"gmtModify":1627442223620,"author":{"id":"3494413724963903","authorId":"3494413724963903","name":"T000002721","avatar":"https://static.tigerbbs.com/e150c853fe8baebb3f9da181117750dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494413724963903","authorIdStr":"3494413724963903"},"themes":[],"htmlText":"这什么操作?[疑问] ","listText":"这什么操作?[疑问] 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