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andy00

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- andy00andy00
  ·2020-11-25
  梳理的还是很全面的，只是替代依据不足
  新能源汽车持续暴涨，产业链上还有哪些个股值得关注？
  11月24日讯，近日，美股新能源汽车股持续大涨，蔚来年初到现在1277%的涨幅，真实演绎了火箭般的速度。除了备受资金追捧的特斯拉、蔚来、小鹏汽车、理想汽车等整车车企，新能源汽车产业链上，还有一些
  新能源汽车持续暴涨，产业链上还有哪些个股值得关注？
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- andy00andy00
  ·2020-11-18
  十分同意，很客观全面所以一直都没有敢入手，现在的市值太夸张了
  非常抱歉，此主贴已删除
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- andy00andy00
  ·2020-10-21
  电子产品降价不是很正常吗？
  非常抱歉，此主贴已删除
  2,444 评论
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- andy00andy00
  ·2020-03-28
  全面
  非常抱歉，此主贴已删除
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src=\"https://static.tigerbbs.com/0359f3d52eec70afd277c7d2cb92fa8b\" tg-width=\"808\" tg-height=\"528\"><span>来源：老虎证券</span></p><p>部分公司介绍：</p><p><a href=\"https://laohu8.com/S/LIN\">Linde PLC</a></p><p>Linde主要从事氢气生产、加工、储存和分销工作，公司目前拥有全球首个高浓度储氢洞，并在全球有190个氢燃料加气站和80个电解工厂。</p><p><b><a href=\"https://laohu8.com/S/PLUG\">普拉格能源</a></b></p><p>普拉格能源主要从事氢燃料电池的设计、开发和制造工作。产品主要用于电力驱动设备和车辆，如仓库中的电动叉车。公司目前拥有的最知名的客户包括<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>和<a href=\"https://laohu8.com/S/HD\">家得宝</a>。</p><p><b><a href=\"https://laohu8.com/S/BLDP\">巴拉德动力系统</a></b></p><p>公司主要从事质子交换膜（PEM）燃料电池的开发和推广。公司的主营业务是，根据不同用途设计、开发不同的燃料电池，并提供维护和授权经营。公司核心业务为电信备用电源和材料处理的商业化应用。</p><p>本月初，公司与奥迪签署协议，将公司燃料电池用于卡车和乘用车。</p><p><b><a href=\"https://laohu8.com/S/HYLN\">Hyliion Holdings Corp.</a> </b></p><p>公司主要提供混合动力系统，主要用于增强或完全替代传统的柴油或天然气动力系统。</p><p><b><a href=\"https://laohu8.com/S/FCEL\">燃料电池能源</a></b></p><p>燃料电池能源是一家综合性燃料电池公司，公司的燃料电池解决方案是对传统依靠燃烧发电的替代方案，是对<a href=\"https://laohu8.com/S/000591\">太阳能</a>和风能等间歇性能源的补充。公司主要客户主要是发电厂、大学、政府机构和商业机构。</p><p><b><a href=\"https://laohu8.com/S/LTHM\">Livent Corp.</a> </b></p><p>公司主要从事功能性锂化合物的生产。其产品包括电池级氢氧化锂，丁基锂和纯净的锂金属。公司战略是保持行业领先，并持续为快速增长的电动车市场提供高性能的锂化合物。</p><p><b><a href=\"https://laohu8.com/S/KCAC.U\">Kensington Capital Acquisition</a> </b></p><p>公司为一家电动汽车固态锂电池制造商，且公司在技术上解决了固态电池造假高和易短路两个问题。</p><p><b><a href=\"https://laohu8.com/S/PLL\">Piedmont Lithium Ltd</a></b></p><p>公司为一家采矿和锂加工公司。特斯拉与公司签署五年协议，向特斯拉提供高纯度锂矿石。</p><p><b><a href=\"https://laohu8.com/S/ABB\">ABB Ltd</a> </b></p><p>阿西布朗勃法瑞是一家电气工程公司，业务遍及全球。公司设有三个部门：电力技术、自动化技术和石油天然气业务。在电力技术方面，公司为输配电网和发电厂提供一站式服务，其中包括变电站及其自动控制系统等。</p><p><b><a href=\"https://laohu8.com/S/SBE\">Switchback Energy Acquisition</a></b></p><p>充电桩公司ChargePoint与该公司并购实现上市。ChargePoint主要从事充电桩运营，目前运营超11.5万个充电桩。上市前风投机构包括戴姆勒、宝马、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>以及<a href=\"https://laohu8.com/S/AEP\">美国电力</a>公司。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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新能源汽车持续暴涨，产业链上还有哪些个股值得关注？\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\">2020-11-24 19:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月24日讯，近日，美股新能源汽车股持续大涨，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>年初到现在1277%的涨幅，真实演绎了火箭般的速度。除了备受资金追捧的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a> 、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a> 、<a href=\"https://laohu8.com/S/LI\">理想汽车</a> 等整车车企，新能源汽车产业链上，还有一些优质的公司不容错过。</p><p>比如，与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>签署了五年协议的锂矿石供应商<a href=\"https://laohu8.com/S/PLL\">Piedmont Lithium Ltd</a> ；此外，还有生产氢气的&nbsp;$Linde <a href=\"https://laohu8.com/S/PLC\">PLC</a>(LIN)$ 、以及氢燃料电池设计公司<a href=\"https://laohu8.com/S/PLUG\">普拉格能源</a>，关注两家公司的原因在于，市场有观点称，锂电只是过渡，最终要被氢电取代，且氢电能提供更强的能量，可用于大型运输工具。</p><p>我们进行了梳理，具体如下：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0359f3d52eec70afd277c7d2cb92fa8b\" tg-width=\"808\" tg-height=\"528\"><span>来源：老虎证券</span></p><p>部分公司介绍：</p><p><a href=\"https://laohu8.com/S/LIN\">Linde PLC</a></p><p>Linde主要从事氢气生产、加工、储存和分销工作，公司目前拥有全球首个高浓度储氢洞，并在全球有190个氢燃料加气站和80个电解工厂。</p><p><b><a href=\"https://laohu8.com/S/PLUG\">普拉格能源</a></b></p><p>普拉格能源主要从事氢燃料电池的设计、开发和制造工作。产品主要用于电力驱动设备和车辆，如仓库中的电动叉车。公司目前拥有的最知名的客户包括<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>和<a href=\"https://laohu8.com/S/HD\">家得宝</a>。</p><p><b><a href=\"https://laohu8.com/S/BLDP\">巴拉德动力系统</a></b></p><p>公司主要从事质子交换膜（PEM）燃料电池的开发和推广。公司的主营业务是，根据不同用途设计、开发不同的燃料电池，并提供维护和授权经营。公司核心业务为电信备用电源和材料处理的商业化应用。</p><p>本月初，公司与奥迪签署协议，将公司燃料电池用于卡车和乘用车。</p><p><b><a href=\"https://laohu8.com/S/HYLN\">Hyliion Holdings Corp.</a> </b></p><p>公司主要提供混合动力系统，主要用于增强或完全替代传统的柴油或天然气动力系统。</p><p><b><a href=\"https://laohu8.com/S/FCEL\">燃料电池能源</a></b></p><p>燃料电池能源是一家综合性燃料电池公司，公司的燃料电池解决方案是对传统依靠燃烧发电的替代方案，是对<a href=\"https://laohu8.com/S/000591\">太阳能</a>和风能等间歇性能源的补充。公司主要客户主要是发电厂、大学、政府机构和商业机构。</p><p><b><a href=\"https://laohu8.com/S/LTHM\">Livent Corp.</a> </b></p><p>公司主要从事功能性锂化合物的生产。其产品包括电池级氢氧化锂，丁基锂和纯净的锂金属。公司战略是保持行业领先，并持续为快速增长的电动车市场提供高性能的锂化合物。</p><p><b><a href=\"https://laohu8.com/S/KCAC.U\">Kensington Capital Acquisition</a> </b></p><p>公司为一家电动汽车固态锂电池制造商，且公司在技术上解决了固态电池造假高和易短路两个问题。</p><p><b><a href=\"https://laohu8.com/S/PLL\">Piedmont Lithium Ltd</a></b></p><p>公司为一家采矿和锂加工公司。特斯拉与公司签署五年协议，向特斯拉提供高纯度锂矿石。</p><p><b><a href=\"https://laohu8.com/S/ABB\">ABB Ltd</a> </b></p><p>阿西布朗勃法瑞是一家电气工程公司，业务遍及全球。公司设有三个部门：电力技术、自动化技术和石油天然气业务。在电力技术方面，公司为输配电网和发电厂提供一站式服务，其中包括变电站及其自动控制系统等。</p><p><b><a href=\"https://laohu8.com/S/SBE\">Switchback Energy Acquisition</a></b></p><p>充电桩公司ChargePoint与该公司并购实现上市。ChargePoint主要从事充电桩运营，目前运营超11.5万个充电桩。上市前风投机构包括戴姆勒、宝马、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>以及<a href=\"https://laohu8.com/S/AEP\">美国电力</a>公司。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/84f744795d09d7af7b33d92664a4cdff","relate_stocks":{"LIN":"Linde PLC","LTHM":"Livent Corp.","BLDP":"巴拉德动力系统","BLNK":"Blink Charging","PLUG":"普拉格能源","FCEL":"燃料电池能源","ABB":"阿西布朗勃法瑞公司","PLL":"Piedmont Lithium Ltd","HYLN":"Hyliion Holdings Corp."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195493666","content_text":"11月24日讯，近日，美股新能源汽车股持续大涨，蔚来年初到现在1277%的涨幅，真实演绎了火箭般的速度。除了备受资金追捧的特斯拉、蔚来 、小鹏汽车 、理想汽车 等整车车企，新能源汽车产业链上，还有一些优质的公司不容错过。比如，与特斯拉签署了五年协议的锂矿石供应商Piedmont Lithium Ltd ；此外，还有生产氢气的 $Linde PLC(LIN)$ 、以及氢燃料电池设计公司普拉格能源，关注两家公司的原因在于，市场有观点称，锂电只是过渡，最终要被氢电取代，且氢电能提供更强的能量，可用于大型运输工具。我们进行了梳理，具体如下：来源：老虎证券部分公司介绍：Linde PLCLinde主要从事氢气生产、加工、储存和分销工作，公司目前拥有全球首个高浓度储氢洞，并在全球有190个氢燃料加气站和80个电解工厂。普拉格能源普拉格能源主要从事氢燃料电池的设计、开发和制造工作。产品主要用于电力驱动设备和车辆，如仓库中的电动叉车。公司目前拥有的最知名的客户包括亚马逊、沃尔玛和家得宝。巴拉德动力系统公司主要从事质子交换膜（PEM）燃料电池的开发和推广。公司的主营业务是，根据不同用途设计、开发不同的燃料电池，并提供维护和授权经营。公司核心业务为电信备用电源和材料处理的商业化应用。本月初，公司与奥迪签署协议，将公司燃料电池用于卡车和乘用车。Hyliion Holdings Corp. 公司主要提供混合动力系统，主要用于增强或完全替代传统的柴油或天然气动力系统。燃料电池能源燃料电池能源是一家综合性燃料电池公司，公司的燃料电池解决方案是对传统依靠燃烧发电的替代方案，是对太阳能和风能等间歇性能源的补充。公司主要客户主要是发电厂、大学、政府机构和商业机构。Livent Corp. 公司主要从事功能性锂化合物的生产。其产品包括电池级氢氧化锂，丁基锂和纯净的锂金属。公司战略是保持行业领先，并持续为快速增长的电动车市场提供高性能的锂化合物。Kensington Capital Acquisition 公司为一家电动汽车固态锂电池制造商，且公司在技术上解决了固态电池造假高和易短路两个问题。Piedmont Lithium Ltd公司为一家采矿和锂加工公司。特斯拉与公司签署五年协议，向特斯拉提供高纯度锂矿石。ABB Ltd 阿西布朗勃法瑞是一家电气工程公司，业务遍及全球。公司设有三个部门：电力技术、自动化技术和石油天然气业务。在电力技术方面，公司为输配电网和发电厂提供一站式服务，其中包括变电站及其自动控制系统等。Switchback Energy Acquisition充电桩公司ChargePoint与该公司并购实现上市。ChargePoint主要从事充电桩运营，目前运营超11.5万个充电桩。上市前风投机构包括戴姆勒、宝马、雪佛龙以及美国电力公司。","news_type":1,"symbols_score_info":{"ABB":0.9,"BLDP":0.9,"BLNK":0.9,"FCEL":0.9,"HYLN":0.9,"KCAC":0.9,"LIN":0.9,"LTHM":0.9,"PLL":0.9,"PLUG":0.9,"SBE":0.9}},"isVote":1,"tweetType":1,"viewCount":3338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390088375,"gmtCreate":1605669391297,"gmtModify":1703838894847,"author":{"id":"3548155571536554","authorId":"3548155571536554","name":"andy00","avatar":"https://static.tigerbbs.com/13250f3d7721f51db6fc59d8ff7f47da","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548155571536554","authorIdStr":"3548155571536554"},"themes":[],"htmlText":"十分同意，很客观全面&nbsp; 所以一直都没有敢入手，现在的市值太夸张了","listText":"十分同意，很客观全面&nbsp; 所以一直都没有敢入手，现在的市值太夸张了","text":"十分同意，很客观全面 所以一直都没有敢入手，现在的市值太夸张了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390088375","repostId":"1135646348","repostType":4,"isVote":1,"tweetType":1,"viewCount":3624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303474899,"gmtCreate":1603255535811,"gmtModify":1703829226004,"author":{"id":"3548155571536554","authorId":"3548155571536554","name":"andy00","avatar":"https://static.tigerbbs.com/13250f3d7721f51db6fc59d8ff7f47da","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548155571536554","authorIdStr":"3548155571536554"},"themes":[],"htmlText":"电子产品降价不是很正常吗？","listText":"电子产品降价不是很正常吗？","text":"电子产品降价不是很正常吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303474899","repostId":"2077530921","repostType":4,"isVote":1,"tweetType":1,"viewCount":2444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929232844,"gmtCreate":1585356117388,"gmtModify":1704357990765,"author":{"id":"3548155571536554","authorId":"3548155571536554","name":"andy00","avatar":"https://static.tigerbbs.com/13250f3d7721f51db6fc59d8ff7f47da","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3548155571536554","authorIdStr":"3548155571536554"},"themes":[],"htmlText":"全面","listText":"全面","text":"全面","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/929232844","repostId":"1159118576","repostType":2,"isVote":1,"tweetType":1,"viewCount":2615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}