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向阳花之光
10-09 14:38
$阿里巴巴-W(09988)$
开始跌了吗
向阳花之光
10-09 14:38
$子不语(02420)$
自家十大核心品牌收入首超10亿,占总收入一半!设计力+品牌化玩得飞起,连亚马逊都颁个“创新出海50强”奖牌,服不服?
向阳花之光
09-29
$小米集团-W(01810)$
雷总牛批
向阳花之光
09-29
$东阳光药(06887)$
当前市值已跌破300亿港元,市场普遍预期东阳光药价值重塑后有望快速跻身500亿港元一线药企。
向阳花之光
09-25
$上美股份(02145)$
字自研环六肽-9获国家药监局新原料备案,实现全球首个品牌方环肽技术突破。
向阳花之光
09-22
$中芯国际(00981)$
还是看涨多
向阳花之光
09-22
$东阳光药(06887)$
大主线还会是大科技和创新药,特别是目前创新药已经调整了一个多月了,是捡便宜的好时机
向阳花之光
09-08
$泡泡玛特(09992)$
看涨不看跌
向阳花之光
09-08
$东阳光药(06887)$
五款胰岛素全中选集采,肺纤维化新药伊非尼酮临床Ⅲ期领跑,第二增长曲线已点火
向阳花之光
09-05
$子不语(02420)$
调整那么久了,也该拉一波
向阳花之光
08-28
$美团-W(03690)$
跌太多了
向阳花之光
08-28
$中国平安(02318)$
今天转灯信号了,加油
向阳花之光
08-26
$小米集团-W(01810)$
不行了呀
向阳花之光
08-26
$中国平安(02318)$
今天出业绩,会有惊喜吗
向阳花之光
08-25
$东方甄选(01797)$
这个位置要调整好几天了,等业绩出来再说
向阳花之光
08-25
$阿里巴巴-W(09988)$
耐心坐等,见好就收
向阳花之光
08-25
$艾迪康控股(09860)$共建业务收入同比增长30%,四年CAGR达48%,主要受益于多家大型三甲医院项目的成功落地。展望下半年,公司计划深化与领先医疗机构的战略合作,推动更多标杆性项目落地。
向阳花之光
08-22
$中芯国际(00981)$
今天高潮迭起
向阳花之光
08-22
$子不语(02420)$
凭借高增长收入、新兴市场爆发力及供应链韧性,凸显中期投资价值。
向阳花之光
08-19
$东方甄选(01797)$
太强了
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/300698\">$万马科技(300698)$ </a><a href=\"https://laohu8.com/S/300491\">$通合科技(300491)$ </a>","text":"节前加快充电桩安装的政策新闻出来后,市场较为兴奋,那么充电桩能够带来多大的市场增量呢? 预计 2023-2025 年国内充电桩新增数量分别为 436 万台、480 万台、572 万台,2023-2025 年新增充电桩数量年复合增长率达 30%。但是既然是加快建设充电桩,那么相当于3年变成2年完成了,也就是增长率要提升到70%,即2023年新增570万台,2024年新增970万台,也许2023年会更快,比如直接打到800万台以上,直接导致充电桩出现供不应求的状态,因此我们按照今年800万台,明年700万台来预测分析今年的市场空间。 按照充电桩平均单价3万元计算,那么2023年充电桩市场规模为2400亿,2024年规模为2100亿,这个增量是非常恐怖的,因为2022年充电桩市场规模只有900亿左右,增量空间达到了1500亿。也就是今年很可能规模增速是去年的2倍左右,这样的增长空间是非常有利于充电桩企业的发展的,因此关注生产充电桩的相关上市公司 $能链智电(NAAS)$ $万马科技(300698)$ $通合科技(300491)$","images":[{"img":"https://static.tigerbbs.com/e9c60e860b17817569659f46456ffb5c","width":"640","height":"365"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/658418437","isVote":1,"tweetType":1,"viewCount":8179,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118472521748070","authorId":"4118472521748070","name":"喜地欢天","avatar":"https://static.tigerbbs.com/8f8c49ebfe9f476de44416d3bea7da3c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4118472521748070","authorIdStr":"4118472521748070"},"content":"2022年充电桩市场规模只有900亿左右,如果加快建设充电桩,增量市场很大,能链智电NAAS预计明年净收入同比翻5-6倍,真的是个赚钱的好生意","text":"2022年充电桩市场规模只有900亿左右,如果加快建设充电桩,增量市场很大,能链智电NAAS预计明年净收入同比翻5-6倍,真的是个赚钱的好生意","html":"2022年充电桩市场规模只有900亿左右,如果加快建设充电桩,增量市场很大,能链智电NAAS预计明年净收入同比翻5-6倍,真的是个赚钱的好生意"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":399666593251736,"gmtCreate":1738597622059,"gmtModify":1738597623495,"author":{"id":"4107239966895660","authorId":"4107239966895660","name":"向阳花之光","avatar":"https://static.tigerbbs.com/e322d38c22fa6cc88f0c102424c4a365","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107239966895660","authorIdStr":"4107239966895660"},"themes":[],"htmlText":"<a 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