目光投向于你的个人主页 - 老虎社区

目光投向于你

目光投向于你

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目光投向于你

2021-08-26

$耀世星辉(GSMG)$巨量带动的高开，基本难跌了

目光投向于你

2021-07-28

$淘屏(TAOP)$今晚不会直接破5吧

目光投向于你

2021-10-14

$耀世星辉(GSMG)$ 互联网大佬都在加码元宇宙，不论是AI、VR还是AR，其市场规模于发展前景都是光明的。如果能在此细分领域能争得一席之地，就是个值得投资的标的，看好。

目光投向于你

2021-09-16

$淘屏(TAOP)$搞个低点，也是吓人哦。但是别人恐慌我贪婪

目光投向于你

2021-07-24

$老虎证券(TIGR)$拉回那么多，不错了

目光投向于你

2021-09-13

$耀世星辉(GSMG)$快开盘了，是骡子是马今晚就知道了

目光投向于你

2021-07-24

$Facebook(FB)$涨了一晚

目光投向于你

2021-11-16

$海底捞(06862)$已经很久没去吃海底捞了

目光投向于你

2021-08-27

$淘屏(TAOP)$感觉跌不下去了….

目光投向于你

2021-07-24

$耀世星辉(GSMG)$不继续跌就可以了，谢谢🙏！

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/IMTE\">$Integrated Media Technology Limited(IMTE)$</a>科技股不行，你最近倒是挺给力","listText":"<a href=\"https://laohu8.com/S/IMTE\">$Integrated Media Technology Limited(IMTE)$</a>科技股不行，你最近倒是挺给力","text":"$Integrated Media Technology Limited(IMTE)$科技股不行，你最近倒是挺给力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697728157","isVote":1,"tweetType":1,"viewCount":4150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697721378,"gmtCreate":1642600326374,"gmtModify":1642600326374,"author":{"id":"4088128201961550","authorId":"4088128201961550","name":"目光投向于你","avatar":"https://static.tigerbbs.com/440f9fa0ec5fd6fc7468221948ba8730","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088128201961550","idStr":"4088128201961550"},"themes":[],"htmlText":"<a 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$腾讯控股ADR(TCEHY)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697281496","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697723311,"gmtCreate":1642600064742,"gmtModify":1642600064742,"author":{"id":"4088128201961550","authorId":"4088128201961550","name":"目光投向于你","avatar":"https://static.tigerbbs.com/440f9fa0ec5fd6fc7468221948ba8730","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088128201961550","idStr":"4088128201961550"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a><a href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a>不管是不是冲着布局元宇宙，总感觉溢价有些过高","listText":"<a 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微软687亿美元并购动视暴雪会议纪要完整版","images":[{"img":"https://static.tigerbbs.com/cd4d2f45c217529a7e6c7582585fd3ee","width":"890","height":"894"},{"img":"https://static.tigerbbs.com/96914bbe34bd1729e28e4b2efe18e428","width":"902","height":"922"},{"img":"https://static.tigerbbs.com/4bdd90625e539365f110b177070842bf","width":"1272","height":"372"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697422155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691747793,"gmtCreate":1640251866431,"gmtModify":1640251866431,"author":{"id":"4088128201961550","authorId":"4088128201961550","name":"目光投向于你","avatar":"https://static.tigerbbs.com/440f9fa0ec5fd6fc7468221948ba8730","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088128201961550","idStr":"4088128201961550"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000881\">$中广核技(000881)$</a>长期看好","listText":"<a href=\"https://laohu8.com/S/000881\">$中广核技(000881)$</a>长期看好","text":"$中广核技(000881)$长期看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691747793","isVote":1,"tweetType":1,"viewCount":5370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691747907,"gmtCreate":1640251792735,"gmtModify":1640251792735,"author":{"id":"4088128201961550","authorId":"4088128201961550","name":"目光投向于你","avatar":"https://static.tigerbbs.com/440f9fa0ec5fd6fc7468221948ba8730","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088128201961550","idStr":"4088128201961550"},"themes":[],"htmlText":"华为造车？","listText":"华为造车？","text":"华为造车？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691747907","repostId":"1149032417","repostType":4,"repost":{"id":"1149032417","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640250559,"share":"https://www.laohu8.com/m/news/1149032417?lang=zh_CN&edition=full","pubTime":"2021-12-23 17:09","market":"sh","language":"zh","title":"华为首款鸿蒙汽车正式发布：AITO问界M5","url":"https://stock-news.laohu8.com/highlight/detail?id=1149032417","media":"老虎资讯综合","summary":"12月23日，华为首款鸿蒙汽车正式发布：AITO问界M5。华为首款鸿蒙智能豪华电驱SUV——AITO问界M5后驱标准版预售价25万元，四驱性能版预售价28万元，四驱旗舰版预售价32万元。","content":"<p>12月23日，华为首款鸿蒙汽车正式发布：AITO问界M5。华为首款鸿蒙智能豪华电驱SUV——AITO问界M5后驱标准版预售价25万元，四驱性能版预售价28万元，四驱旗舰版预售价32万元。</p>\n<p><img src=\"https://static.tigerbbs.com/fa968712d4c0352e441eae8600343865\" tg-width=\"1536\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/02d36fe4322681793332842d2e0f7cc9\" tg-width=\"1787\" tg-height=\"989\" referrerpolicy=\"no-referrer\"></p>","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>华为首款鸿蒙汽车正式发布：AITO问界M5</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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华为首款鸿蒙汽车正式发布：AITO问界M5\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-23 17:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月23日，华为首款鸿蒙汽车正式发布：AITO问界M5。华为首款鸿蒙智能豪华电驱SUV——AITO问界M5后驱标准版预售价25万元，四驱性能版预售价28万元，四驱旗舰版预售价32万元。</p>\n<p><img src=\"https://static.tigerbbs.com/fa968712d4c0352e441eae8600343865\" tg-width=\"1536\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/02d36fe4322681793332842d2e0f7cc9\" tg-width=\"1787\" tg-height=\"989\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8776326a073f38b9df528ccba693d04","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149032417","content_text":"12月23日，华为首款鸿蒙汽车正式发布：AITO问界M5。华为首款鸿蒙智能豪华电驱SUV——AITO问界M5后驱标准版预售价25万元，四驱性能版预售价28万元，四驱旗舰版预售价32万元。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691744843,"gmtCreate":1640251694252,"gmtModify":1640251694252,"author":{"id":"4088128201961550","authorId":"4088128201961550","name":"目光投向于你","avatar":"https://static.tigerbbs.com/440f9fa0ec5fd6fc7468221948ba8730","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088128201961550","idStr":"4088128201961550"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>港股何时能翻盘？","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>港股何时能翻盘？","text":"$恒生指数(HSI)$港股何时能翻盘？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691744843","isVote":1,"tweetType":1,"viewCount":3643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691745036,"gmtCreate":1640251614824,"gmtModify":1640251614824,"author":{"id":"4088128201961550","authorId":"4088128201961550","name":"目光投向于你","avatar":"https://static.tigerbbs.com/440f9fa0ec5fd6fc7468221948ba8730","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088128201961550","idStr":"4088128201961550"},"themes":[],"htmlText":"[强]&nbsp;利好消息","listText":"[强]&nbsp;利好消息","text":"[强] 利好消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691745036","repostId":"2193111448","repostType":2,"repost":{"id":"2193111448","kind":"highlight","pubTimestamp":1640228029,"share":"https://www.laohu8.com/m/news/2193111448?lang=zh_CN&edition=full","pubTime":"2021-12-23 10:53","market":"us","language":"zh","title":"三合一的中国稀土集团正式成立，稀土本轮周期如何演变？| 见智研究","url":"https://stock-news.laohu8.com/highlight/detail?id=2193111448","media":"华尔街见闻","summary":"备受市场关注的稀土行业整合出现实质性进展，稀土行业迎来巨变。","content":"<html><body><p>备受市场关注的稀土行业整合，在12月23日迎来了极具里程碑式的进展。<a href=\"https://laohu8.com/S/ACH\">中国铝业</a>集团有限公司、中国五矿集团有限公司、赣州稀土集团有限公司等大型稀土资源公司和中国钢研科技集团有限公司，有研科技集团有限公司等稀土科技研发型企业组成了<a href=\"https://laohu8.com/S/00769\">中国稀土</a>集团有限公司，这将是一个世界级别的大型稀土企业集团，意味着我国稀土产业竞争力将进一步提高，同时稀土行业的整体供需格局也将得到改善。</p> <p>华尔街见闻·见智研究就今年稀土行业的整体表现，以及此次成立中国稀土集团有限公司对稀土行业带来的影响给大家做一个深入的剖析。</p> <h2><strong>1</strong><strong>、不同以往周期，这一轮稀土迎来供需双击</strong></h2> <p>今年稀土行业整体迎来了供需的双击，稀土价格其实从从去年8月份左右就已经开始进入上行通道，截止11月份，镨钕氧化物现货价格为75万元/吨，氧化镨钕期货价格更是逼近80万元/吨，大幅超过2021年初，一度逼近历史新高。<img src=\"https://wpimg.wallstcn.com/2a459623-b928-4a37-abf3-e71e5eb4d1ea.png\"/>华尔街见闻·见智研究认为主要原因在于两点，第一点在于供给端，无论是国内还是国外，今年整个供给端是受到了比较大的限制，除了疫情影响，行业本身出清因素也有扰动，所以整个供给端是较为紧缺的；第二点在于整个新能源下游的需求旺盛，包括新能源汽车的全球共振效应，以及风电和工业的节能风机的推动，都使得稀土的需求得到了巨大提升。</p> <p>这两点原因在今年确有体现，复盘此前稀土的价格历史走势，可以发现其实多为大涨大跌的情况，主要原因就是以前稀土价格的驱动因素仅仅是供给端的扰动，其核心驱动包括收储，打黑和整顿，落脚点都在供给阶段。即使初期做了政策整顿，一旦商品价格上涨过多，供给端的问题如黑稀土等依旧会反复出现，从而使得商品价格出现回落，所以稀土价格多为脉冲式上下行情。但是今年这一轮稀土周期与以往不同，尽管价格中途也有所回落，但整体来看不改上行趋势，因为驱动因素不在不仅仅局限供给阶段，整个供给端经过了多年的政策加码和整顿后，其实已经进入良性状态，很难再有超预期的地方，这一轮真正的核心<a href=\"https://laohu8.com/S/838275\">驱动力</a>还是在需求阶段：</p> <p>1）今年新能源汽车销量爆发，1-11月新能源汽车累计产销分别达到302.3万辆和299.0万辆，同比增长均为1.7倍。而新能源车多采用永磁电机，永磁电机中需要消耗大量高性能钕铁硼，新能源汽车电机的稀土单位用量会达到2.5公斤-3公斤的量级这也使得电动车的单车钕铁硼用量要明显高于传统汽车。</p> <p>2）除了新能源汽车，新能源发电中的风电，包括海上风电的发展和陆上风电的进展也加深了永磁电机的使用。风电机组的发电机主要包括双馈式和直驱式两种技术，其中消耗钕铁硼需求量更大的直驱永磁发电机重量更轻，效率更高，有望成为未来的主流。</p> <p>3）最后，工业电机也有望成为稀土需求端重要的一环，此前工信部、市场监管总局近日联合印发《电机能效提升计划（2021-2023 年）》，提出到2023年高效节能电机年产量达到1.7亿千瓦，在役高效节能电机占比达到20%以上，因为稀土永磁电机相较于普通电机可节约30%左右的电量。目前节能电机的占比是非常低的，不超过5%，一旦开始推广将会显著带来对稀土需求的拉动作用。</p> <h2><strong>2</strong><strong>、成立中国稀土集团有利于加强我国行业主导优势</strong></h2> <p>我国是稀土大国，稀土储量占37%（4400万吨REO）、精矿产量占58%（2020年14万吨REO），都是位居世界首位。而自2006年起，我国每年下达稀土开采总量控制指标，任何单位和个人不得无指标和超指标生产，而稀土开采总量基本上由包钢集团、中国五矿、中铝公司、赣州稀土、广东稀土和<a href=\"https://laohu8.com/S/600549\">厦门钨业</a>这6大集团来完成。<img src=\"https://wpimg.wallstcn.com/e7a85ad1-480f-460c-8c33-8c4386f398c5.png\"/>根据工信部9月30日公布的2021年度稀土开采、冶炼分离总量控制指标，总计分别为168000吨和162000吨，分属于六大稀土集团，其中轻稀土开采指标为148850吨，中重稀土为19150吨。由几大稀土公司组成的中国稀土集团有限公司合计中重稀土开采指标合计13010吨，占比超65%，轻型稀土和稀土冶炼分离方面将占据全国份额30%左右，可以说既完成了稀土行业的整合，也进一步加强了我国稀土行业的主导地位。<img src=\"https://wpimg.wallstcn.com/a32165dd-81b2-4ad8-beeb-8eda1e8b0e94.png\"/>华尔街见闻·见智研究认为，过去几年整个稀土的价格的确没有像监管层所说，反映出其本身的价值，那么随着中国稀土集团的成立将促进行业的整合，与<a href=\"https://laohu8.com/S/600111\">北方稀土</a>南北呼应、轻重分工，提高整体稀土产业的集中度，未来的稀土行业有望实现行业供需格局的反转和对自身价值的体现。<img src=\"https://wpimg.wallstcn.com/619c667c-3f78-41e6-b14b-78d4efbdf458.png\"/></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>三合一的中国稀土集团正式成立，稀土本轮周期如何演变？| 见智研究</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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三合一的中国稀土集团正式成立，稀土本轮周期如何演变？| 见智研究\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 10:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3648004><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>备受市场关注的稀土行业整合，在12月23日迎来了极具里程碑式的进展。中国铝业集团有限公司、中国五矿集团有限公司、赣州稀土集团有限公司等大型稀土资源公司和中国钢研科技集团有限公司，有研科技集团有限公司等稀土科技研发型企业组成了中国稀土集团有限公司，这将是一个世界级别的大型稀土企业集团，意味着我国稀土产业竞争力将进一步提高，同时稀土行业的整体供需格局也将得到改善。 华尔街见闻·见智研究就今年稀土行业的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3648004\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78e4944908df81bfad358b07ba0dc819","relate_stocks":{"159715":"稀土","BK1190":"多种金属与采矿","00769":"中国稀土","BK1513":"稀土概念"},"source_url":"https://wallstreetcn.com/articles/3648004","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193111448","content_text":"备受市场关注的稀土行业整合，在12月23日迎来了极具里程碑式的进展。中国铝业集团有限公司、中国五矿集团有限公司、赣州稀土集团有限公司等大型稀土资源公司和中国钢研科技集团有限公司，有研科技集团有限公司等稀土科技研发型企业组成了中国稀土集团有限公司，这将是一个世界级别的大型稀土企业集团，意味着我国稀土产业竞争力将进一步提高，同时稀土行业的整体供需格局也将得到改善。 华尔街见闻·见智研究就今年稀土行业的整体表现，以及此次成立中国稀土集团有限公司对稀土行业带来的影响给大家做一个深入的剖析。 1、不同以往周期，这一轮稀土迎来供需双击 今年稀土行业整体迎来了供需的双击，稀土价格其实从从去年8月份左右就已经开始进入上行通道，截止11月份，镨钕氧化物现货价格为75万元/吨，氧化镨钕期货价格更是逼近80万元/吨，大幅超过2021年初，一度逼近历史新高。华尔街见闻·见智研究认为主要原因在于两点，第一点在于供给端，无论是国内还是国外，今年整个供给端是受到了比较大的限制，除了疫情影响，行业本身出清因素也有扰动，所以整个供给端是较为紧缺的；第二点在于整个新能源下游的需求旺盛，包括新能源汽车的全球共振效应，以及风电和工业的节能风机的推动，都使得稀土的需求得到了巨大提升。 这两点原因在今年确有体现，复盘此前稀土的价格历史走势，可以发现其实多为大涨大跌的情况，主要原因就是以前稀土价格的驱动因素仅仅是供给端的扰动，其核心驱动包括收储，打黑和整顿，落脚点都在供给阶段。即使初期做了政策整顿，一旦商品价格上涨过多，供给端的问题如黑稀土等依旧会反复出现，从而使得商品价格出现回落，所以稀土价格多为脉冲式上下行情。但是今年这一轮稀土周期与以往不同，尽管价格中途也有所回落，但整体来看不改上行趋势，因为驱动因素不在不仅仅局限供给阶段，整个供给端经过了多年的政策加码和整顿后，其实已经进入良性状态，很难再有超预期的地方，这一轮真正的核心驱动力还是在需求阶段： 1）今年新能源汽车销量爆发，1-11月新能源汽车累计产销分别达到302.3万辆和299.0万辆，同比增长均为1.7倍。而新能源车多采用永磁电机，永磁电机中需要消耗大量高性能钕铁硼，新能源汽车电机的稀土单位用量会达到2.5公斤-3公斤的量级这也使得电动车的单车钕铁硼用量要明显高于传统汽车。 2）除了新能源汽车，新能源发电中的风电，包括海上风电的发展和陆上风电的进展也加深了永磁电机的使用。风电机组的发电机主要包括双馈式和直驱式两种技术，其中消耗钕铁硼需求量更大的直驱永磁发电机重量更轻，效率更高，有望成为未来的主流。 3）最后，工业电机也有望成为稀土需求端重要的一环，此前工信部、市场监管总局近日联合印发《电机能效提升计划（2021-2023 年）》，提出到2023年高效节能电机年产量达到1.7亿千瓦，在役高效节能电机占比达到20%以上，因为稀土永磁电机相较于普通电机可节约30%左右的电量。目前节能电机的占比是非常低的，不超过5%，一旦开始推广将会显著带来对稀土需求的拉动作用。 2、成立中国稀土集团有利于加强我国行业主导优势 我国是稀土大国，稀土储量占37%（4400万吨REO）、精矿产量占58%（2020年14万吨REO），都是位居世界首位。而自2006年起，我国每年下达稀土开采总量控制指标，任何单位和个人不得无指标和超指标生产，而稀土开采总量基本上由包钢集团、中国五矿、中铝公司、赣州稀土、广东稀土和厦门钨业这6大集团来完成。根据工信部9月30日公布的2021年度稀土开采、冶炼分离总量控制指标，总计分别为168000吨和162000吨，分属于六大稀土集团，其中轻稀土开采指标为148850吨，中重稀土为19150吨。由几大稀土公司组成的中国稀土集团有限公司合计中重稀土开采指标合计13010吨，占比超65%，轻型稀土和稀土冶炼分离方面将占据全国份额30%左右，可以说既完成了稀土行业的整合，也进一步加强了我国稀土行业的主导地位。华尔街见闻·见智研究认为，过去几年整个稀土的价格的确没有像监管层所说，反映出其本身的价值，那么随着中国稀土集团的成立将促进行业的整合，与北方稀土南北呼应、轻重分工，提高整体稀土产业的集中度，未来的稀土行业有望实现行业供需格局的反转和对自身价值的体现。","news_type":1,"symbols_score_info":{"159715":1,"00769":1}},"isVote":1,"tweetType":1,"viewCount":3444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691742645,"gmtCreate":1640251501331,"gmtModify":1640251501331,"author":{"id":"4088128201961550","authorId":"4088128201961550","name":"目光投向于你","avatar":"https://static.tigerbbs.com/440f9fa0ec5fd6fc7468221948ba8730","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088128201961550","idStr":"4088128201961550"},"themes":[],"htmlText":"<a 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最新轰动的一笔融资是口腔护理品牌参半，刚刚完成近4亿元B轮融资，由华兴资本旗下华兴新经济基金领投，金鼎资本、基石资本与亚商资本跟投，老股东创新工场与字节跳动本轮继续加注。让人意外的是，这已经是字节跳动第二轮投资这家公司了。 至此，不到一个月的时间，已经有5家口腔相关创业公司完成融资，身后出现了红杉中国、高瓴、达晨财智、启明创投、GGV纪源资本、毅达资本、弘晖资本、松柏投资等一众知名机构要的身影。这是罕见的一幕：投医疗和投消费的VC同时出现了这一条赛道抢项目。 口腔赛道的火爆，时代天使功不可没。这是一家隐形矫治方案供应商，一副国产牙套卖7700元。6月16日，时代天使首日开盘暴涨131%的一幕历历在目，开首日市值突破700亿港元。没想到，一颗小小牙齿能够撑起700亿市值，VC/PE第一次被深深震撼。 这是颜值经济下的一缕缩影越来越多90后、00后开始关注自己的牙齿好不好看，而矫正牙齿一笔费用动辄就三五万，价格相当昂贵。正如眼科能够诞生众多上市公司，牙科也正在撑起一个个IPO。 口腔赛道火了：一笔笔融资官宣 字节跳动投了两轮 口腔赛道融资有多火热口腔护理品牌参半不到两个月完成两轮融资。 参半的背后是一位85后创业者尹阔，一个斜杠青年1989年，尹阔出生于安徽北部的灵璧县。高中毕业后，他外出打工，从内衣厂的纺织工人开始，几经辗转，到了2012年，他和搭档开始创业，是中国第一批智能硬件创业者。 2015年11月，尹阔创办深圳小阔科技有限公司，也就是参半品牌的母公司；2018年，参半品牌诞生，产品包括漱口水、牙膏、口腔喷雾、牙贴、冲牙器等，随后迅速走红。2021年6月，参半取得了全渠道单月销售额破1亿元的成绩。 截至目前，成立仅两年多的参半共获得8轮融资。其中，2021年至今，参半就完成4轮融资。今年2月初，参半完成1000万美元的A+","listText":"口腔赛道火了，正在跑出一只只意想不到的独角兽。 最新轰动的一笔融资是口腔护理品牌参半，刚刚完成近4亿元B轮融资，由华兴资本旗下华兴新经济基金领投，金鼎资本、基石资本与亚商资本跟投，老股东创新工场与字节跳动本轮继续加注。让人意外的是，这已经是字节跳动第二轮投资这家公司了。 至此，不到一个月的时间，已经有5家口腔相关创业公司完成融资，身后出现了红杉中国、高瓴、达晨财智、启明创投、GGV纪源资本、毅达资本、弘晖资本、松柏投资等一众知名机构要的身影。这是罕见的一幕：投医疗和投消费的VC同时出现了这一条赛道抢项目。 口腔赛道的火爆，时代天使功不可没。这是一家隐形矫治方案供应商，一副国产牙套卖7700元。6月16日，时代天使首日开盘暴涨131%的一幕历历在目，开首日市值突破700亿港元。没想到，一颗小小牙齿能够撑起700亿市值，VC/PE第一次被深深震撼。 这是颜值经济下的一缕缩影越来越多90后、00后开始关注自己的牙齿好不好看，而矫正牙齿一笔费用动辄就三五万，价格相当昂贵。正如眼科能够诞生众多上市公司，牙科也正在撑起一个个IPO。 口腔赛道火了：一笔笔融资官宣 字节跳动投了两轮 口腔赛道融资有多火热口腔护理品牌参半不到两个月完成两轮融资。 参半的背后是一位85后创业者尹阔，一个斜杠青年1989年，尹阔出生于安徽北部的灵璧县。高中毕业后，他外出打工，从内衣厂的纺织工人开始，几经辗转，到了2012年，他和搭档开始创业，是中国第一批智能硬件创业者。 2015年11月，尹阔创办深圳小阔科技有限公司，也就是参半品牌的母公司；2018年，参半品牌诞生，产品包括漱口水、牙膏、口腔喷雾、牙贴、冲牙器等，随后迅速走红。2021年6月，参半取得了全渠道单月销售额破1亿元的成绩。 截至目前，成立仅两年多的参半共获得8轮融资。其中，2021年至今，参半就完成4轮融资。今年2月初，参半完成1000万美元的A+","text":"口腔赛道火了，正在跑出一只只意想不到的独角兽。 最新轰动的一笔融资是口腔护理品牌参半，刚刚完成近4亿元B轮融资，由华兴资本旗下华兴新经济基金领投，金鼎资本、基石资本与亚商资本跟投，老股东创新工场与字节跳动本轮继续加注。让人意外的是，这已经是字节跳动第二轮投资这家公司了。 至此，不到一个月的时间，已经有5家口腔相关创业公司完成融资，身后出现了红杉中国、高瓴、达晨财智、启明创投、GGV纪源资本、毅达资本、弘晖资本、松柏投资等一众知名机构要的身影。这是罕见的一幕：投医疗和投消费的VC同时出现了这一条赛道抢项目。 口腔赛道的火爆，时代天使功不可没。这是一家隐形矫治方案供应商，一副国产牙套卖7700元。6月16日，时代天使首日开盘暴涨131%的一幕历历在目，开首日市值突破700亿港元。没想到，一颗小小牙齿能够撑起700亿市值，VC/PE第一次被深深震撼。 这是颜值经济下的一缕缩影越来越多90后、00后开始关注自己的牙齿好不好看，而矫正牙齿一笔费用动辄就三五万，价格相当昂贵。正如眼科能够诞生众多上市公司，牙科也正在撑起一个个IPO。 口腔赛道火了：一笔笔融资官宣 字节跳动投了两轮 口腔赛道融资有多火热口腔护理品牌参半不到两个月完成两轮融资。 参半的背后是一位85后创业者尹阔，一个斜杠青年1989年，尹阔出生于安徽北部的灵璧县。高中毕业后，他外出打工，从内衣厂的纺织工人开始，几经辗转，到了2012年，他和搭档开始创业，是中国第一批智能硬件创业者。 2015年11月，尹阔创办深圳小阔科技有限公司，也就是参半品牌的母公司；2018年，参半品牌诞生，产品包括漱口水、牙膏、口腔喷雾、牙贴、冲牙器等，随后迅速走红。2021年6月，参半取得了全渠道单月销售额破1亿元的成绩。 截至目前，成立仅两年多的参半共获得8轮融资。其中，2021年至今，参半就完成4轮融资。今年2月初，参半完成1000万美元的A+","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802345955","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871896517,"gmtCreate":1637047251019,"gmtModify":1637047251019,"author":{"id":"4088128201961550","authorId":"4088128201961550","name":"目光投向于你","avatar":"https://static.tigerbbs.com/440f9fa0ec5fd6fc7468221948ba8730","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088128201961550","idStr":"4088128201961550"},"themes":[],"htmlText":"利润很高、这个赚钱","listText":"利润很高、这个赚钱","text":"利润很高、这个赚钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871896517","repostId":"855833565","repostType":1,"repost":{"id":855833565,"gmtCreate":1635347833191,"gmtModify":1635347833191,"author":{"id":"4089440861592860","authorId":"4089440861592860","name":"闺蜜财经","avatar":"https://static.tigerbbs.com/ee4ea81ff803489d1865d678c44d8161","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089440861592860","idStr":"4089440861592860"},"themes":[],"title":"2021胡润百富榜：钟睒睒成首富！农夫山泉，财富的“搬运工”？","htmlText":"摘要：首富是如何炼成的（欢迎关注闺蜜财经）撰文|蜜姐&amp;编辑|凯今天（10月27日），《2021胡润百富榜》发布，农夫山泉的创始人兼董事长钟睒睒以3900亿元成为中国首富，张一鸣、二马、黄峥、李嘉诚家族等排在其后。如今67岁的钟睒睒是如何在创业28年后成为首富的？梳理其商业版图，大致可以了解这位首富是如何炼成的。01其实这不是钟睒睒首次当首富。去年9月8日，农夫山泉在港股上市，盘中一度涨幅超85%，钟睒睒作为实控人彼时身家也赶超二马，成为国内首富，不过仅维持了半小时。9月23日，据福布斯实时富豪榜显示，钟睒睒曾再度问鼎首富。67岁，大部分普通人已退休，但对于钟睒睒来说，正是人生新的高光时刻。天眼查显示，钟睒睒任职的公司多达126家，拥有实际控制权的有20家公司，涉及医药、创投、管理咨询等领域。图片来源|天眼查（特此感谢！）钟睒睒所打造的商业帝国，其中最广为人知的莫过于农夫山泉。早在1993年，钟睒睒在海南创办了养生堂药业有限公司；1996年，他又在浙江创办了农夫山泉股份有限公司。相信蜜友们对农夫山泉几个经典广告都是记忆深刻，不过相比大自然，它更像是一位财富“搬运工”。据弗若斯特沙利文报告显示，2012—2019年，农夫山泉连续8年保持在国内包装饮用水市场占有率第一。2019年，其包装饮用水产品收益143.46亿元，占有市场份额20.9%；同年，其茶饮料产品、功能饮料产品和果汁饮料产品市场占有率排名均位于第三。农夫山泉被称为“水茅”，其“钞能力”几乎媲美股神巴菲特口中的“现金奶牛”可口可乐。据招股书及财报显示，2017—2020年，农夫山泉的毛利率在53.3%-59%之间，其包装饮用水产品的毛利率更是在60%左右。2021半年报显示，农夫山泉更赚钱了。今年上半年农夫山泉录得收益151.75亿元，同比增长31.4%；毛利同比增长33.7%；毛利率也再次提升了1个百分点，达","listText":"摘要：首富是如何炼成的（欢迎关注闺蜜财经）撰文|蜜姐&amp;编辑|凯今天（10月27日），《2021胡润百富榜》发布，农夫山泉的创始人兼董事长钟睒睒以3900亿元成为中国首富，张一鸣、二马、黄峥、李嘉诚家族等排在其后。如今67岁的钟睒睒是如何在创业28年后成为首富的？梳理其商业版图，大致可以了解这位首富是如何炼成的。01其实这不是钟睒睒首次当首富。去年9月8日，农夫山泉在港股上市，盘中一度涨幅超85%，钟睒睒作为实控人彼时身家也赶超二马，成为国内首富，不过仅维持了半小时。9月23日，据福布斯实时富豪榜显示，钟睒睒曾再度问鼎首富。67岁，大部分普通人已退休，但对于钟睒睒来说，正是人生新的高光时刻。天眼查显示，钟睒睒任职的公司多达126家，拥有实际控制权的有20家公司，涉及医药、创投、管理咨询等领域。图片来源|天眼查（特此感谢！）钟睒睒所打造的商业帝国，其中最广为人知的莫过于农夫山泉。早在1993年，钟睒睒在海南创办了养生堂药业有限公司；1996年，他又在浙江创办了农夫山泉股份有限公司。相信蜜友们对农夫山泉几个经典广告都是记忆深刻，不过相比大自然，它更像是一位财富“搬运工”。据弗若斯特沙利文报告显示，2012—2019年，农夫山泉连续8年保持在国内包装饮用水市场占有率第一。2019年，其包装饮用水产品收益143.46亿元，占有市场份额20.9%；同年，其茶饮料产品、功能饮料产品和果汁饮料产品市场占有率排名均位于第三。农夫山泉被称为“水茅”，其“钞能力”几乎媲美股神巴菲特口中的“现金奶牛”可口可乐。据招股书及财报显示，2017—2020年，农夫山泉的毛利率在53.3%-59%之间，其包装饮用水产品的毛利率更是在60%左右。2021半年报显示，农夫山泉更赚钱了。今年上半年农夫山泉录得收益151.75亿元，同比增长31.4%；毛利同比增长33.7%；毛利率也再次提升了1个百分点，达","text":"摘要：首富是如何炼成的（欢迎关注闺蜜财经）撰文|蜜姐&编辑|凯今天（10月27日），《2021胡润百富榜》发布，农夫山泉的创始人兼董事长钟睒睒以3900亿元成为中国首富，张一鸣、二马、黄峥、李嘉诚家族等排在其后。如今67岁的钟睒睒是如何在创业28年后成为首富的？梳理其商业版图，大致可以了解这位首富是如何炼成的。01其实这不是钟睒睒首次当首富。去年9月8日，农夫山泉在港股上市，盘中一度涨幅超85%，钟睒睒作为实控人彼时身家也赶超二马，成为国内首富，不过仅维持了半小时。9月23日，据福布斯实时富豪榜显示，钟睒睒曾再度问鼎首富。67岁，大部分普通人已退休，但对于钟睒睒来说，正是人生新的高光时刻。天眼查显示，钟睒睒任职的公司多达126家，拥有实际控制权的有20家公司，涉及医药、创投、管理咨询等领域。图片来源|天眼查（特此感谢！）钟睒睒所打造的商业帝国，其中最广为人知的莫过于农夫山泉。早在1993年，钟睒睒在海南创办了养生堂药业有限公司；1996年，他又在浙江创办了农夫山泉股份有限公司。相信蜜友们对农夫山泉几个经典广告都是记忆深刻，不过相比大自然，它更像是一位财富“搬运工”。据弗若斯特沙利文报告显示，2012—2019年，农夫山泉连续8年保持在国内包装饮用水市场占有率第一。2019年，其包装饮用水产品收益143.46亿元，占有市场份额20.9%；同年，其茶饮料产品、功能饮料产品和果汁饮料产品市场占有率排名均位于第三。农夫山泉被称为“水茅”，其“钞能力”几乎媲美股神巴菲特口中的“现金奶牛”可口可乐。据招股书及财报显示，2017—2020年，农夫山泉的毛利率在53.3%-59%之间，其包装饮用水产品的毛利率更是在60%左右。2021半年报显示，农夫山泉更赚钱了。今年上半年农夫山泉录得收益151.75亿元，同比增长31.4%；毛利同比增长33.7%；毛利率也再次提升了1个百分点，达","images":[{"img":"https://static.tigerbbs.com/c59738676f4bbb97798c14605eeec999","width":"843","height":"406"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855833565","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871896187,"gmtCreate":1637047147540,"gmtModify":1637047147540,"author":{"id":"4088128201961550","authorId":"4088128201961550","name":"目光投向于你","avatar":"https://static.tigerbbs.com/440f9fa0ec5fd6fc7468221948ba8730","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088128201961550","idStr":"4088128201961550"},"themes":[],"htmlText":"<a 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