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山林小竹
IP属地：四川
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山林小竹
山林小竹
·
2022-12-07
$老虎证券(TIGR)$
66
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山林小竹
山林小竹
·
2022-12-07
$老虎证券(TIGR)$
爱尔眼科可入
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山林小竹
山林小竹
·
2022-12-04
$爱尔眼科(300015)$
有增持，有利好，这时候报负面便于下打把散户甩下车，完成增持和洗盘。
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山林小竹
山林小竹
·
2022-11-30
爱尔眼科有增持和收购利好，仍需板块和大盘配合
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山林小竹
山林小竹
·
2022-08-04
闹这么一出，美国佬这下也不跳，所有层面都是对我们有利的，也打开了台湾省上空和海域……，
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山林小竹
山林小竹
·
2022-06-10
$亚光科技(300123)$
故意砸盘我加仓，耗着
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山林小竹
山林小竹
·
2022-05-05
面对新冷战，我们2600点相见
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山林小竹
山林小竹
·
2022-05-05
鉴于新冷战，我们2600见
@山林小竹：
仅限于“天立”昨日停牌–某校区校长出事，引发个人思考。山雨欲来风满楼，爆点还是报面；集团旗下短短的几年规模迅速扩张几十所，集团总部资本运作是否存在？以“以校贷校”、“老”校区（新建立起来并没有多少学生）进行场所银行抵押，在其他省、市、城市建新校区，连环贷等行为......
仅限于“天立”昨日停牌–某校区校长出事，引发个人思考。山雨欲来风满楼，爆点还是报面；集团旗下短短的几年规模迅速扩张几十所，集团总部资本运作是否存在？以“以校贷校”、“老”校区（新建立起来并没有多少学生）进行场所银行抵押，在其他省、市、城市建新校区，连环贷等行为......
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山林小竹
山林小竹
·
2021-11-30
仅限于“天立”昨日停牌–某校区校长出事，引发个人思考。山雨欲来风满楼，爆点还是报面；集团旗下短短的几年规模迅速扩张几十所，集团总部资本运作是否存在？以“以校贷校”、“老”校区（新建立起来并没有多少学生）进行场所银行抵押，在其他省、市、城市建新校区，连环贷等行为......
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山林小竹
山林小竹
·
2021-09-28
最近大多数人都在，讨论拉闸限电限产。其实，电、汽、钱国家都不缺，限电限产，是通过这样直接方式，在调庭“精准”供应给我们的系列大宗商品的价格，避免国内盲目生产，并保护出口产品价格，避免过剩和被别人不劳而获薅羊毛，保护国家生产根基与健康的良性发展不失调不失控。咱们缺的是跟着国家意志与中小企业一起共渡难关的信心、决心，也是打赢这场疫情后时代金融战的关键所在。
回顾历史上5次大规模限电，告诉你这次影响有多大
近日，“限电潮”席卷全国20省市。这次大范围限电的原因究竟是什么？ 煤炭不够用，价格猛涨 中国发电主要还是靠火电。界面数据根据国家统计局公布的发电量数据计算，2021年1月至8月，火力发电量累计值占全
回顾历史上5次大规模限电，告诉你这次影响有多大
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21:05","market":"hk","language":"zh","title":"回顾历史上5次大规模限电，告诉你这次影响有多大","url":"https://stock-news.laohu8.com/highlight/detail?id=1122643732","media":" 界面新闻","summary":"近日，“限电潮”席卷全国20省市。这次大范围限电的原因究竟是什么？\n煤炭不够用，价格猛涨\n中国发电主要还是靠火电。界面数据根据国家统计局公布的发电量数据计算，2021年1月至8月，火力发电量累计值占全","content":"<div>\n<p>近日，“限电潮”席卷全国20省市。这次大范围限电的原因究竟是什么？\n煤炭不够用，价格猛涨\n中国发电主要还是靠火电。界面数据根据国家统计局公布的发电量数据计算，2021年1月至8月，火力发电量累计值占全国发电量累计值的比重为71.9%，远高于其他发电方式的累计发电量。作为火力发电主要燃料的煤炭不够用了。据国泰君安证券分析，从历史数据来看，煤炭的产能周期大概在4年至6年。本轮产能周期开始于2017年，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw\">Web Link</a>\n\n</div>\n","source":"jm","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>回顾历史上5次大规模限电，告诉你这次影响有多大</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回顾历史上5次大规模限电，告诉你这次影响有多大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-27 21:05 北京时间 <a href=https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw><strong> 界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，“限电潮”席卷全国20省市。这次大范围限电的原因究竟是什么？\n煤炭不够用，价格猛涨\n中国发电主要还是靠火电。界面数据根据国家统计局公布的发电量数据计算，2021年1月至8月，火力发电量累计值占全国发电量累计值的比重为71.9%，远高于其他发电方式的累计发电量。作为火力发电主要燃料的煤炭不够用了。据国泰君安证券分析，从历史数据来看，煤炭的产能周期大概在4年至6年。本轮产能周期开始于2017年，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f8279245f93c233d8e06dbd426eb441","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/wLHFmZ3I06qwZxP_fRfZzw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122643732","content_text":"近日，“限电潮”席卷全国20省市。这次大范围限电的原因究竟是什么？\n煤炭不够用，价格猛涨\n中国发电主要还是靠火电。界面数据根据国家统计局公布的发电量数据计算，2021年1月至8月，火力发电量累计值占全国发电量累计值的比重为71.9%，远高于其他发电方式的累计发电量。作为火力发电主要燃料的煤炭不够用了。据国泰君安证券分析，从历史数据来看，煤炭的产能周期大概在4年至6年。本轮产能周期开始于2017年，受疫情影响，2020年煤炭产能一直处于低位震荡，而真正的拐点出现在2021年初。目前，煤炭产能已经处于下行趋势中，煤炭供给将持续承压。今年煤炭进口量也在下降。据海关总署数据，2021年1月至5月，煤炭进口量同比“五连降”。截至8月，今年中国累计进口煤炭1.98亿吨，比去年同期下降10.3%。煤炭越来越不够用，价格自然也跟着上涨。据商务部数据，2021年以来，国内煤炭价格总体呈上涨趋势。1月至8月，煤炭价格同比持续上涨。4月以来，煤炭价格环比连续5个月上涨。最新数据（9月13日-19日）显示，动力煤价格为780元/吨，较年初上涨约27%。二号无烟块煤价格为1089元/吨，较年初上涨约15%。电价跟着涨了吗？2020年起，国内取消煤电价格联动机制，将现行标杆上网电价机制，改为“基准价+上下浮动”的市场化机制。据国家发改委文件要求，2020年暂不上浮，确保工商业平均电价只降不升。据国泰君安证券分析，从历史电价数据来看，2015年以后电力PPI增速基本维持为负值，近5年电价“只降不升”。未来要想还原电力的商品属性，电价上浮的关口亟需打开。电还是不够用\n电力需求涨得越来越快。界面数据将2016年至2021年前8个月的发电量、用电量数据进行对比发现，6年来，全社会用电量历年1月至8月的累计增速均高于全国发电量累计增速，今年两者差距达6年来最大值，为2.5%。据全球能源互联网发展合作组织发布的《中国2030年能源电力发展规划研究及2060年展望》，未来五年我国电力供需缺口将持续存在。其中，2024年可能是最“缺电”的时候。9省上半年能耗不降反升，能耗双控压力大\n据国家发改委，今年上半年，全国9个省（区）能耗强度同比不降反升。10个省上半年能耗强度降低率未达到进度要求，达二级预警。国家发改委在通知中强调，将采取有力措施，确保完成全年能耗双控目标特别是能耗强度降低目标任务。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":3803,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3460824243893799","authorId":"3460824243893799","name":"Jet2017","avatar":"https://static.tigerbbs.com/c11ae55ec0562345c2b3032207464065","crmLevel":5,"crmLevelSwitch":0,"idStr":"3460824243893799","authorIdStr":"3460824243893799"},"content":"精准？国务院，发改委就是这么个调控水平？台湾啥资源也没有，也没拉闸！","text":"精准？国务院，发改委就是这么个调控水平？台湾啥资源也没有，也没拉闸！","html":"精准？国务院，发改委就是这么个调控水平？台湾啥资源也没有，也没拉闸！"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}