nykek5i 发表于 2024-9-28 03:02:28

股票入门：800家基金重仓，ROE超越片仔癀，华为汽车最强龙头，独霸国内第1垄断份额！

<img src="https://mmbiz.qpic.cn/mmbiz_png/DBx4RyztT75cuh8x63XTgt4PGH5AVpRE0cBcXmsGuhq0040JRtFlomjfEgyiayCS6KicpqxgncUZVlibSxtIM39XQ/640?wx_fmt=png&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1&amp;tp=webp" style="width: 50%; margin-bottom: 20px;"><span style="color: black;">给<span style="color: black;">大众</span><span style="color: black;">举荐</span>个超准的短线龙头玩家，<span style="color: black;">善于</span>分析市场资金流向，快速锁定市场最强热点和龙头股，利用量化战法<span style="color: black;">捉捕</span>最强的热点龙头！&nbsp;</span><strong style="color: blue;"><span style="color: black;"><strong style="color: blue;"><img src="https://mmbiz.qpic.cn/mmbiz_png/zo9d9dh1dhT74zP1uPdGQc9WdPGuuwO3PKzHobMq92WlU1kYpUUCNG2NbXGIA9RPn7cnETGRaJA5zBia9rJl8Ag/640?wx_fmt=png&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1&amp;tp=webp" style="width: 50%; margin-bottom: 20px;"><strong style="color: blue;"><strong style="color: blue;"><img src="https://mmbiz.qpic.cn/mmbiz_png/zo9d9dh1dhT74zP1uPdGQc9WdPGuuwO3PKzHobMq92WlU1kYpUUCNG2NbXGIA9RPn7cnETGRaJA5zBia9rJl8Ag/640?wx_fmt=png&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1&amp;tp=webp" style="width: 50%; margin-bottom: 20px;"></strong></strong></strong></span><strong style="color: blue;"><span style="color: black;"><strong style="color: blue;"><img src="https://mmbiz.qpic.cn/mmbiz_png/zo9d9dh1dhT74zP1uPdGQc9WdPGuuwO3PKzHobMq92WlU1kYpUUCNG2NbXGIA9RPn7cnETGRaJA5zBia9rJl8Ag/640?wx_fmt=png&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1&amp;tp=webp" style="width: 50%; margin-bottom: 20px;"></strong></span></strong></strong><span style="color: black;"><span style="color: black;"><span style="color: black;">源自</span>：<span style="color: black;">股票入门</span></span></span><span style="color: black;">标签：股票知识&nbsp;股票入门&nbsp;股票知识大全&nbsp;股票知识入门<span style="color: black;">基本</span>&nbsp;&nbsp;股市的<span style="color: black;">规律</span></span><span style="color: black;">从年初<span style="color: black;">迄今</span>，市场关注的焦点除了<span style="color: black;">AI</span><span style="color: black;">便是</span>新能源汽车。</span><span style="color: black;"><span style="color: black;">近期</span>，小米汽车的入局不仅是对传统汽车品牌的挑战，<span style="color: black;">亦</span>加剧了新能源汽车市场的竞争，更推动了<span style="color: black;">全部</span>产业链的蓬勃发展。</span><span style="color: black;">小米汽车的爆火，<span style="color: black;">一样</span>带起了小米汽车供应链<span style="color: black;">机构</span>的热度，<span style="color: black;">例如</span>德赛西威、拓普集团、经纬恒润、宁德时代、汇川技术、新泉股份、香山股份、银轮股份、双环传动等。</span><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">其中，单车价值量较高的是德赛西威<span style="color: black;">供给</span>的智驾域控和智能座舱，单车价值量在</span><span style="color: black;">1-2</span><span style="color: black;">万元。德赛西威与其他<span style="color: black;">有些</span>单车价值<span style="color: black;">仅有</span>几百块的边角料<span style="color: black;">机构</span>相比，弹性不<span style="color: black;">晓得</span>要高出多少。</span></span></strong></span><span style="color: black;">德赛西威为小米汽车<span style="color: black;">供给</span>智能驾驶计算平台的域<span style="color: black;">掌控</span>器<span style="color: black;"><span style="color: black;">非常</span>重要，<span style="color: black;">大众</span><span style="color: black;">能够</span>理解为智能驾驶的中枢大脑。<span style="color: black;">况且</span>，德赛西威不仅是小米汽车的核心供应商，还与华为合作<span style="color: black;">数年</span>。<span style="color: black;">机构</span>与华为合作带有</span><span style="color: black;">Hicar</span><span style="color: black;">功能的主机，已在多个</span><span style="color: black;">OEM</span><span style="color: black;">项目中应用。</span></span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">虽然德赛西威</span></strong><strong style="color: blue;"><span style="color: black;">身处智能驾驶和智能座舱高景气赛道</span></strong><strong style="color: blue;"><span style="color: black;">，</span></strong><strong style="color: blue;"><span style="color: black;"><span style="color: black;">然则</span>却</span></strong><strong style="color: blue;"><span style="color: black;">非常低调，像淘金热中卖铲子</span></strong><strong style="color: blue;"><span style="color: black;">的</span></strong><strong style="color: blue;"><span style="color: black;"><span style="color: black;">同样</span>闷声发大财。</span></strong></span><span style="color: black;">近几年，德赛西威的营收、净利润均<span style="color: black;">处在</span>高速增长的状态。</span><span style="color: black;"><span style="color: black;"><span style="color: black;">尤其是</span><span style="color: black;">2023</span><span style="color: black;">年，</span></span><span style="color: black;"><span style="color: black;">在智能座舱、智能驾驶和网联服务</span><span style="color: black;">“</span><span style="color: black;">三驾马车</span><span style="color: black;">”</span><span style="color: black;">的拉动下，德赛西威</span></span><span style="color: black;">的业绩创下历史新高，<span style="color: black;">营收首次突破</span><span style="color: black;">200</span><span style="color: black;">亿元，高达</span></span><span style="color: black;">219.08<span style="color: black;">亿元</span></span><span style="color: black;">，</span><span style="color: black;"><span style="color: black;">同比增长</span>46.71%</span><span style="color: black;"><span style="color: black;">；实现归母净利润</span><span style="color: black;">15.5</span><span style="color: black;">亿元，</span>同比增长<span style="color: black;">30.6%</span><span style="color: black;">。</span></span></span><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/ibuagpVmdGGlopEia2qsLRPEga7bbBlHhFcgvp6RapkuPUmIk69cq8ckevibK13knC40VqzuoS0aiasfy2HfGtCX8w/640?wx_fmt=other&amp;from=appmsg&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1&amp;tp=webp" style="width: 50%; margin-bottom: 20px;"><span style="color: black;">德赛西威除了业绩表现不错，<span style="color: black;">机构</span>的盈利能力<span style="color: black;">亦</span>在<span style="color: black;">持续</span><span style="color: black;">加强</span>。</span><span style="color: black;">近五年，德赛西威的<span style="color: black;">ROE</span>从不到<span style="color: black;">10%</span><span style="color: black;">加强</span>到了<span style="color: black;">21.94%</span>。这个<span style="color: black;">ROE</span>水平不仅远超经纬恒润、中科创达、均胜电子等同行，就算是与医药龙头片仔癀相比<span style="color: black;">亦</span>毫不逊色。</span><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/ibuagpVmdGGlopEia2qsLRPEga7bbBlHhFGy2mxNKib3dtQnEECKrHon2pJcicYuF7IOumP4ZKeCCJC1YfyrHCxFaQ/640?wx_fmt=other&amp;from=appmsg&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1&amp;tp=webp" style="width: 50%; margin-bottom: 20px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">在</span><span style="color: black;">2023</span><span style="color: black;">年年报里，德赛西威还有一个数据非常亮眼，那<span style="color: black;">便是</span><span style="color: black;">机构</span>的</span></span></strong><strong style="color: blue;"><span style="color: black;">人均创收</span></strong><strong style="color: blue;"><span style="color: black;">高达</span></strong><strong style="color: blue;"><span style="color: black;"><span style="color: black;">266.54</span><span style="color: black;">万</span></span></strong><strong style="color: blue;"><span style="color: black;">。</span></strong></span><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/ibuagpVmdGGlopEia2qsLRPEga7bbBlHhFTkZaXlemzC4h0zPgWagu2ZoSvt8euhRM91XicAiay26vZTmLTajHhEsQ/640?wx_fmt=other&amp;from=appmsg&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1&amp;tp=webp" style="width: 50%; margin-bottom: 20px;"><span style="color: black;">这是什么水平呢？</span><span style="color: black;"><span style="color: black;"><span style="color: black;">咱们</span><span style="color: black;">能够</span>跟同为汽车电子、智能座舱汽车供应商的均胜电子、华阳集团、中科创达来比较一下。很显然，德赛西威的人均创收是行业顶尖的水平。<span style="color: black;">况且</span>，就算是和同一个母<span style="color: black;">机构</span>德赛集团旗下的德赛电池相比，德赛西威的人均创收数据<span style="color: black;">亦</span>是最高的。</span></span><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/ibuagpVmdGGlopEia2qsLRPEga7bbBlHhFtBxdnV3u3qbomLN1IoePwwiaESUON2TMj8hPdbUSNNxYpu1KBFR8pyw/640?wx_fmt=other&amp;from=appmsg&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1&amp;tp=webp" style="width: 50%; margin-bottom: 20px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">能够</span><span style="color: black;">发掘</span>，</span></strong><strong style="color: blue;"><span style="color: black;">德赛西威的竞争优势非常<span style="color: black;">明显</span>，盈利能力远超同行业可比<span style="color: black;">机构</span>。</span></strong><strong style="color: blue;"><span style="color: black;"><span style="color: black;">那样</span>，德赛西威是怎么做到的呢？</span></strong></span><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">第1</span>，智能驾驶发展<span style="color: black;">潜能</span>巨大，龙头最先受益</span></strong></span><span style="color: black;"><span style="color: black;">德赛西威是国内第二大座舱及智驾域<span style="color: black;">掌控</span>器供应商（<span style="color: black;">市占率</span><span style="color: black;">19.15%</span>），仅次于特斯拉代工方和硕及广达（<span style="color: black;">市占率</span><span style="color: black;">26.84%</span>）</span><span style="color: black;">，并且是国内最大的第三方座舱以及智驾域<span style="color: black;">掌控</span>器供应商。</span></span><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/ibuagpVmdGGlopEia2qsLRPEga7bbBlHhFMbvxS8JQeQzpKdicf7IEhYtu0R89bVraAnwgnMA1mmO0VA7T3U49I7w/640?wx_fmt=other&amp;from=appmsg&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1&amp;tp=webp" style="width: 50%; margin-bottom: 20px;"><span style="color: black;">2023<span style="color: black;">年，德赛西威座舱域控装机量达到</span><span style="color: black;">601</span>,250<span style="color: black;">套，市场占比达</span><span style="color: black;">17.3%</span><span style="color: black;">；智驾域控装机量达</span><span style="color: black;">460</span>,579<span style="color: black;">套，对应市场份额为</span><span style="color: black;">25%</span><span style="color: black;">，双双位居第三方供应商榜首。</span></span><span style="color: black;">如今智能驾驶的发展势不可挡<span style="color: black;">，座舱智能化<span style="color: black;">处在</span>一个<span style="color: black;">提升</span>趋势，中低价位下沉叠加中高价位加装，座舱域<span style="color: black;">掌控</span>器渗透率<span style="color: black;">连续</span><span style="color: black;">提高</span>，</span><span style="color: black;">2025</span><span style="color: black;">年座舱域<span style="color: black;">掌控</span>器市场规模有望达到百亿元。</span></span><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/ibuagpVmdGGlopEia2qsLRPEga7bbBlHhFgnNFxlkbmYl3aZKFLZs46C2iaJq9umVcrzy2lH9n1R8H43XJCIl2duQ/640?wx_fmt=other&amp;from=appmsg&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1&amp;tp=webp" style="width: 50%; margin-bottom: 20px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">德赛西威的智能驾驶域<span style="color: black;">掌控</span>器量产规模是国内市场顶尖的水平，<span style="color: black;">做为</span>智能座舱龙头<span style="color: black;">机构</span>能够优先吃到行业扩容的红利，<span style="color: black;">将来</span>业绩<span style="color: black;">亦</span>是<span style="color: black;">拥有</span>很大的预期。</span></strong></span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">第二，背靠英伟达、理想等<span style="color: black;">优秀</span>客户，订单充裕</span></strong></span><span style="color: black;">德赛西威是国内为数不多能够<span style="color: black;">供给</span>域<span style="color: black;">掌控</span>器的<span style="color: black;">机构</span>，丰富的<span style="color: black;">制品</span>矩阵<span style="color: black;">针对</span>整机厂有着巨大的吸引力。</span>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">给<span style="color: black;">大众</span><span style="color: black;">举荐</span>个很牛X的短线玩家发哥，职业选手，新时代龙头玩家，纯粹游资打法，<span style="color: black;">善于</span>把握热点风口，聚焦主流，围绕最强主线主做最强龙头。</span></strong></span></strong></span></p>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_png/DBx4RyztT758ib4EU0l7XRwnRoPhBOzUx247C9wPmItSicv626icYDVJFzc8hYF8e2xiahzIVfMuWU41aia3Qnr1ictg/640?wx_fmt=other&amp;from=appmsg&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1&amp;tp=webp" style="width: 50%; margin-bottom: 20px;"></p><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">德赛西威是英伟达在中国支持的<span style="color: black;">第1</span>家本土自动驾驶</span>Tier 1<span style="color: black;">，<span style="color: black;">亦</span>是国内<span style="color: black;">独一</span>一家</span><span style="color: black;">Orin</span><span style="color: black;">平台<span style="color: black;">方法</span>供应商。</span></span></strong></span><span style="color: black;">德赛西威<span style="color: black;">日前</span>有<span style="color: black;">IPU01</span>、<span style="color: black;">IPU02</span>、<span style="color: black;">IPU03</span>、<span style="color: black;">IPU04</span>四大类自动驾驶域<span style="color: black;">掌控</span>器，适用于<span style="color: black;">区别</span>级别的智能驾驶。<span style="color: black;">2022</span>年，基于英伟达<span style="color: black;">Orin-X</span>芯片打造的<span style="color: black;">IPU04</span>在理想、小鹏等车型上量产，并累计<span style="color: black;">得到</span>超过<span style="color: black;">10</span>家主流车企的项目<span style="color: black;">选定</span>。</span><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/ibuagpVmdGGlopEia2qsLRPEga7bbBlHhF85GMXZxpf2XwjaMGzL0oc8t3aCz3f64MKe7QNG85dLicKtRQcU79VXg/640?wx_fmt=other&amp;from=appmsg&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1&amp;tp=webp" style="width: 50%; margin-bottom: 20px;"><span style="color: black;">英伟达主控芯片在市场上<span style="color: black;">独霸</span>鳌头，<span style="color: black;">Orin</span>芯片收获了<span style="color: black;">包含</span>蔚来、小鹏、理想等新势力主机厂的<span style="color: black;">喜爱</span>。德赛西威随着英伟达<span style="color: black;">Orin</span>芯片上车<span style="color: black;">许多</span>车型，德赛西威<span style="color: black;">亦</span>在域<span style="color: black;">掌控</span>器<span style="color: black;">Tier1</span>行列中占据了优势地位。</span><span style="color: black;">德赛西威背靠英伟达，英伟达只要发布新的芯片，德赛西威就会做软硬件配套部分。随着英伟达芯片的<span style="color: black;">火热</span>，德赛西威的业绩表现自然<span style="color: black;">亦</span>不会差。</span><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">那样</span>，德赛西威还有<span style="color: black;">那些</span>看点呢？</span></strong></span><span style="color: black;"><span style="color: black;">德赛西威以智能座舱、智能驾驶、网联服务三大业务群为核心，其中智能座舱是<span style="color: black;">机构</span>收入最<span style="color: black;">重点</span><span style="color: black;">源自</span>，占比<span style="color: black;">超</span><span style="color: black;">7</span></span><span style="color: black;">0%<span style="color: black;">。</span></span></span><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/ibuagpVmdGGlopEia2qsLRPEga7bbBlHhF9hT0LpjISbbqq3PUu4AzSXzcquzFBUDk7s5QONM3Ef43lWju8KMiboQ/640?wx_fmt=other&amp;from=appmsg&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1&amp;tp=webp" style="width: 50%; margin-bottom: 20px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">德赛西威在巩固智能座舱主业务的<span style="color: black;">同期</span>，积极将<span style="color: black;">累积</span>的<span style="color: black;">开发</span>技术和客户资源倾斜到新业务，</span></strong><strong style="color: blue;"><span style="color: black;">想要将</span></strong><strong style="color: blue;"><span style="color: black;">智能驾驶业务打造<span style="color: black;">机构</span>的第二成长曲线。</span></strong></span><span style="color: black;"><span style="color: black;"><span style="color: black;">虽然<span style="color: black;">咱们</span><span style="color: black;">此刻</span>看到德赛西威的自动驾驶业务占比并不高，<span style="color: black;">然则</span></span>2023<span style="color: black;">年<span style="color: black;">机构</span>智能驾驶业务营收</span><span style="color: black;">44.9</span><span style="color: black;">亿，同比</span></span><span style="color: black;"><span style="color: black;">增多</span></span><span style="color: black;">74.4%<span style="color: black;">，</span></span><span style="color: black;">增速</span><span style="color: black;">远超智能座舱业务。</span></span><span style="color: black;"><span style="color: black;">2023<span style="color: black;">年</span></span><span style="color: black;">德赛西威</span><span style="color: black;"><span style="color: black;">新项目订单年化<span style="color: black;">营销</span>额突破</span>245<span style="color: black;">亿元，其中智能驾驶订单突破</span><span style="color: black;">80</span><span style="color: black;">亿元</span></span><span style="color: black;">，<span style="color: black;">机构</span>的</span><span style="color: black;">高算力平台新<span style="color: black;">得到</span>理想汽车、广汽埃安、吉利汽车、长城汽车、路特斯、极氪汽车等车企新项目订单。</span></span><span style="color: black;"><strong style="color: blue;"><span style="color: black;">值得<span style="color: black;">重视</span>的是，</span></strong><strong style="color: blue;"><span style="color: black;"><span style="color: black;">德赛西威在</span><span style="color: black;">2023</span><span style="color: black;">年</span></span></strong><strong style="color: blue;"><span style="color: black;">还首次<span style="color: black;">得到</span>了海外客户的智能驾驶业务项目<span style="color: black;">选定</span>，智驾业务迎来海外突破，成长空间进一步打开。</span></strong></span><span style="color: black;"><span style="color: black;">欧洲市场方面，<span style="color: black;">机构</span><span style="color: black;">得到</span><span style="color: black;">公众</span>、奥迪和</span>Stellantis<span style="color: black;">等客户新项目；亚洲市场方面，<span style="color: black;">机构</span>首次在日本<span style="color: black;">得到</span>核心客户智驾项目<span style="color: black;">选定</span>并成立了新<span style="color: black;">开发</span>中心；美洲市场方面，墨西哥新工厂已完成建设，满足北美等市场的<span style="color: black;">制品</span>与服务<span style="color: black;">需要</span>。</span></span><span style="color: black;"><span style="color: black;">最后总结一下，德赛西威是英伟达在中国<span style="color: black;">第1</span>家授权合作的伙伴，<span style="color: black;"><span style="color: black;">拥有</span>先发<span style="color: black;">优良</span>，这<span style="color: black;">亦</span>吸引了</span><span style="color: black;">785</span><span style="color: black;">家<span style="color: black;">公司</span>扎堆抢筹（</span><span style="color: black;">2023</span><span style="color: black;">年年报）。<span style="color: black;">况且</span>，<span style="color: black;">机构</span>还在打造第二增长曲线——智能驾驶业务以及</span><span style="color: black;">全世界</span>化业务布局，有望<span style="color: black;">帮忙</span><span style="color: black;">机构</span>获取<span style="color: black;">更加多</span>的订单，打开<span style="color: black;">将来</span>的</span><span style="color: black;">成长空间。</span></span>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;"><span style="color: black;">当然，投资是个跟踪的过程，需要<span style="color: black;">连续</span>跟踪订单的释放。</span></span></span></p><strong style="color: blue;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;">给<span style="color: black;">大众</span><span style="color: black;">举荐</span>个很牛X的短线玩家发哥，职业选手，新时代龙头玩家，纯粹游资打法，<span style="color: black;">善于</span>把握热点风口，聚焦主流，围绕最强主线主做最强龙头。</span></strong></span></strong>
    <p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_png/DBx4RyztT758ib4EU0l7XRwnRoPhBOzUx247C9wPmItSicv626icYDVJFzc8hYF8e2xiahzIVfMuWU41aia3Qnr1ictg/640?wx_fmt=other&amp;from=appmsg&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1&amp;tp=webp" style="width: 50%; margin-bottom: 20px;"></p>




4zhvml8 发表于 2024-10-3 20:10:21

“板凳”（第三个回帖的人）‌

j8typz 发表于 2024-10-5 02:10:44

顶楼主，说得太好了！
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