Although market whole goes recently situation as before relatively weak force, but accord with the good company that underestimates a standard not less, expression or relatively fight those who drop. To investor, afraid and as short-term as its go up drop, be inferior to putting more time and energy on the research to company of good industry become reconciled, wait to underestimate the opportunity that buys next. Next, we see business of certificate of the closest a week what what is worth to pay close attention to grind together newspaper.
" path amount to grind choose ·2023 " undertook upgrading in the round, will amount to with “ path grind anthology exclusive the form of circle ” is shared high grade grind cable information, have 60 investment obligatory course. Right " path amount to grind choose ·2023 " interested Laotie, can pay close attention to path of “ of date of small letter public to amount to date ” , refer!
Firewater: Have strong vitality
If drink the person of liquor less and less, how to meet? Pay close attention to liquor board more very much piece investor cares this problem very much. This week value kind board piece, share the negotiable securities that enrol business to be opposite of this problem grind sentence.
Develop the rule through studying abroad firewater, enrol discovery of trade negotiable securities, although the whole world each main economy system is located level is different, drinking category also has difference, but the 20-30 in the past year, the tide that the high end in firewater category turns is duplicate, firewater price / the structure looks for a long time from which continuously up.
From the point of data of exposure of association of American distill wine, category of American each firewater all is presenting overt value to carry promotion current since 21 centuries. Came 2003 2022, in category of American each firewater, high end and freeboard end are aggregate sales volume is composite add fast amount to 6.2% , 2.6% of outclass whole, drive its to occupy than coming from 22% promotion 43% .
Fractionation of the contribution that estimate value looks, in each firewater category, the Scotland whisky with unit value tall watch, brandy, maguey, price contribution is more apparent, quantity / price is composite add fast it is 0.3%/3.6% , 1.8%/3.0% , 7.2%/2.8% respectively; The bright Mu of relatively low end and vodka also appear upgrade trend, the price is composite add fast it is respectively 1.8% with 1.5% .
Develop the rule through studying abroad firewater, the negotiable securities that enrol business thinks, as the capital fund that has obdurability and vitality in economic fluctuation, firewater big probability can run win economy to add fast. At the same time the structure upgrades method lasts, high end changes a product to more the opportunity is obtained go against force growth, be worth to take seriously highly.
Car check: Car of new energy resources detects be born of new rule hopeful
This week grows kind board piece, those who share is the investment logic of car check industry.
Motor vehicle detects cent detects compulsively to detect compulsively and be not, motor vehicle detects compulsively also say to detect regularly, be set what must attend regularly compulsively to detect through law by the government, the purpose is to avoid to detect the serious consequence that optional sex causes; Blame is compulsive detect basically show motor vehicle production is reached because business begins the motor vehicle that need and carries out to detect,serve kind of industry, if factory of automobile factory, vehicle maintenance and repair is mixed,two handcart trade evaluate the enterprise such as the orgnaization to stronger motor vehicle detects demand.
At present motor vehicle testing system basically applies in the country to detect compulsively domain, friend trade is affected rate by policy bigger. Our country was mixed 2020 carried out motor vehicle to detect in succession 2022 new rule, examine to motor vehicle the adjustment that cycle undertakes twice relaxing, the motor vehicle inside countrywide limits should check amount drops considerably, motor vehicle examines market dimensions is cut, cause various places to examine market competition all the more is intense.
Develop quickly as car of new energy resources, the accident frequency such as on fire of car of new energy resources, out of control is sent, run safe problem to be highlighted ceaselessly, urgent need aggrandizement uses the moving safety performance such as safety of phone of car of new energy resources, dynamical cell safety to be in examine. In December 2022, national standardization administers plan of level of state of commission make known to lower levels, the requirement is made " test gauge of moving safety performance of car of new energy resources Cheng " , this project is periodic 12 months. The research that reachs representing industry through place of courtyard of much home scientific research, technologist, test and verify and perfect, ask for an opinion to stalk of grain to be released formally already external at present, make one's bow arrived to collect opinion phase, date of expiration arrives on August 25, 2023.
Heart state negotiable security thinks, new bid be born or add newly detect equipment, equipment supplier hopeful is benefited.
Car detects station - cost of investment of station of large station sheet makes an appointment with 13 million yuan, among them equipment is occupied than 28.48% , namely every car detects station - large station equipment purchases cost to make an appointment with 3.7 million yuan; Car detects station - cost of investment of station of small-sized station sheet makes an appointment with 8 million yuan, among them equipment is occupied than 34.85% , namely every car detects station - large station equipment purchases cost to make an appointment with 2.79 million yuan.
Car of hypothesis new energy resources detects new rule 2024 end be born, detect related station the beginning of the year begins equipment to purchase, have car of new energy resources to detect the site of ability, its were respectively to the permeability 2027 2023 0% , 20% , 50% , 80% , 90% , detected to car of new 2027 energy resources 2024 equipment market space is 5.2 billion yuan respectively, 8.5 billion yuan, 9.5 billion yuan, 4.7 billion yuan, make an appointment with 7 billion yuan on average 4 years. Overlay car detects the conventional equipment market that station oneself growth brings, year all market space will exceed 10 billion yuan.
POE colophony: Homebred change foreground but period
Periodic kind board piece, what this week shares is the investment logic of POE colophony industry.
The core that enclosing glue film is component of smooth hot season complementary material. Between component of smooth hot season, fluctuation encloses glue two layers batteries of silicon of velar general brilliant piece undertake felt with glass of smooth hot season and backboard, protective batteries arrives since piece action. To ensure package function keeps stable during service life, enclose glue film to need to have tall light transmittance, tall lunt to cut off normally the feature such as rate of rate, high volume resistor.
The bank that enrol business predicts, global smooth hot season added hopeful of outfit machine dimensions newly actually to achieve 450GW~500GW 2025, hopeful of corresponding demand of film of glue of smooth hot season is added to 5.4 billion ~60 100 million smooth rice. Component of current light bend over is in technical iteration period, change near at hand of to the limit of one's capacity of the N with taller efficiency double-faced component, hopeful is in future makes market main trend inside two years. Although of N double-faced component enclose plan to have not finalize the design completely, but of POE colophony demand erupt type growth will become determinism trend, EVA colophony demand maintains smooth growth likewise.
Current, EVA colophony comes true basically already homebred change, dan Guangfu makings is short-term inside new increase production can be limited, satisfy the requirement that package shipment measures hard. The bank that enrol business predicts, EVA colophony will still maintain the position that demand exceeds supply. And POE colophony is supplied by abroad tycoon forestall, demand erupts or cause shortage risk, nevertheless domestic petrifaction enterprise already was entered in succession bureau.
" path amount to grind choose ·2023 " undertook upgrading in the round, will amount to with “ path grind anthology exclusive the form of circle ” is shared high grade grind cable information, have 60 investment obligatory course. Right " path amount to grind choose ·2023 " interested Laotie, can pay close attention to path of “ of date of small letter public to amount to date ” , refer!
As a result of limited space, share here to everybody today. ” of “ good industry, good company, good value, I am Qian Yanjun, expect to invest those things that concern a little together with you, wish everybody Laotie invests a success!
This period path amounts to grind choose reference to grind the newspaper is as follows:
The negotiable securities that enrol business - contrast of firewater of whole world of food beverage industry considers to report: Global firewater takes a fancy to a country
Heart state negotiable security - detect report of industry deepness series: Car of new energy resources detects be born of new rule hopeful, equipment manufacturer is benefited adequately
The bank that enrol business - the film of glue of smooth hot season that industry of chemical new material studies: The technology changes cause material to upgrade, POE colophony is homebred change foreground but period
