炒股入门知识：加速了，宁德时代最强搭档，利润大增800%，200家企业隐匿，彻底反转！
<img src="https://mmbiz.qpic.cn/mmbiz_png/DBx4RyztT75cuh8x63XTgt4PGH5AVpRE0cBcXmsGuhq0040JRtFlomjfEgyiayCS6KicpqxgncUZVlibSxtIM39XQ/640?wx_fmt=png&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp" style="width: 50%; margin-bottom: 20px;"><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">给<span style="color: black;">大众</span><span style="color: black;">举荐</span>个很牛X的短线玩家财哥，深度<span style="color: black;">认识</span>主力动向，<span style="color: black;">精细</span>把控市场节奏，手把手教你<span style="color: black;">怎样</span>抓龙头！</span></span></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=other&wxfrom=5&wx_lazy=1&wx_co=1&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=other&wxfrom=5&wx_lazy=1&wx_co=1&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=other&wxfrom=5&wx_lazy=1&wx_co=1&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;">炒</span><span style="color: black;">股入门知识</span></span></span><span style="color: black;">标签：炒股技巧 炒股入门知识 炒股入门技巧知识 炒股入门十堂课</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;">反转，来了？</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">新能源出海三大件，光伏、锂电和电动汽车。经历了两年的去库周期后，锂电抢先光伏赛道一步，触底回升。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">另一边，锂电新方向固态电池，<span style="color: black;">亦</span><span style="color: black;">信息</span>频频。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">前不久鹏辉能源宣布，其能量密度达到280Wh/<span style="color: black;">公斤</span>，实现了新的突破。9月10日，天齐锂业<span style="color: black;">亦</span>宣告，已完成硫化物的产业化准备，行业反转在即。</span></p>
<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;">那，锂电行业的反转信号，是什么？</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">光伏、锂电这种周期成长行业，<span style="color: black;">通常</span>用供需关系、库存周期、产能<span style="color: black;">3</span>个指标，判断行业趋势。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2024年1-7月，动力电池装机量，同比<span style="color: black;">增多</span>，依旧保持高增速。2024<span style="color: black;">第1</span>季度起，锂电行业进入去库周期尾声，单季度库存增速为-33%、-26%、-11%，冗余产能将被出清殆尽，来至底部。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">锂电池分为正负极、电解液、隔膜、结构件等，表现最好的，毫无疑问是负极材料。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/ibuagpVmdGGmVxBHqWh0lmZUsq2eyAiblmWXRe5lsvJpoa4btsvAOSG10U1qaWwib9sk7Xh0pL86UTfUwiaAsxFqiaQ/640?wx_fmt=other&from=appmsg&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp" style="width: 50%; margin-bottom: 20px;"></p>
<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;"><span style="color: black;">为何</span>是负极材料呢？</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">稼动率<span style="color: black;">=</span>设</span><span style="color: black;">备开工时间/可运行总时间×100%，跟产能利用率相近。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">稼动率高，说明下游<span style="color: black;">需要</span>尚可，不会<span style="color: black;">显现</span>供需失衡的现象。数据<span style="color: black;">表示</span>，负极材料的稼动率最高，约为77%，其他环节如正极材料，整体稼动率<span style="color: black;">仅有</span>45%、电池为29%。强悍如宁德时代，2024上半年的开工率<span style="color: black;">亦</span><span style="color: black;">仅有</span>65.33%。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">负极下游<span style="color: black;">需要</span>的转好，<span style="color: black;">经过</span>稼动率这一指标，<span style="color: black;">能够</span>很直观地显现出来。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/ibuagpVmdGGmVxBHqWh0lmZUsq2eyAiblmk6awBJrTnobA8TKlvhTCgum8BWgjEyibERlKDMS4fcEWBC0R0vUaCTg/640?wx_fmt=other&from=appmsg&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp" style="width: 50%; margin-bottom: 20px;"></p>
<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;">那，负极材料有<span style="color: black;">那些</span><span style="color: black;">机构</span>呢？</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2024上半年，国内负极材料出货量94万吨，同比增长29%。<span style="color: black;">重点</span>厂家有贝特瑞、杉杉股份、中科星城、尚太科技这几个，贝特瑞与杉杉股份的市占率最高，分别为24%、16%。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/ibuagpVmdGGmVxBHqWh0lmZUsq2eyAiblm50TY3GibkErBPr0w6xzia9c6zpjazgcGM6yEcVoHvAh1YT42bYqIfBXg/640?wx_fmt=other&from=appmsg&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">进一步对比：</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">毛利率：璞泰来30%＞尚太科技26%＞中科电气21%</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">净利率：尚太科技17%＞璞泰来12%＞贝特瑞8%</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">经营活动现金流上，仅尚太科技一家为正流入，市占率较高的其余三家，均为流出状态。它的营收增速与净利润增速，<span style="color: black;">亦</span>是最高的。</span></span></p>
<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;">因此</span>，尚太科技综合最佳，在一众负极<span style="color: black;">机构</span>中拔得头筹。</span></span></p><strong style="color: blue;"><span style="color: black;"><span style="color: black;">给<span style="color: black;">大众</span><span style="color: black;">举荐</span>个很牛X的短线玩家财哥，深度<span style="color: black;">认识</span>主力动向，<span style="color: black;">精细</span>把控市场节奏，手把手教你<span style="color: black;">怎样</span>抓龙头！</span></span></strong><strong style="color: blue;"><span style="color: black;"><strong style="color: blue;"><img src="https://mmbiz.qpic.cn/mmbiz_png/zo9d9dh1dhT74zP1uPdGQc9WdPGuuwO3PKzHobMq92WlU1kYpUUCNG2NbXGIA9RPn7cnETGRaJA5zBia9rJl8Ag/640?wx_fmt=other&wxfrom=5&wx_lazy=1&wx_co=1&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=other&wxfrom=5&wx_lazy=1&wx_co=1&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=other&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp" style="width: 50%; margin-bottom: 20px;"></strong></span></strong></strong>
<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;"><span style="color: black;">那样</span>，尚太科技是一家<span style="color: black;">怎么样</span>的<span style="color: black;">机构</span>呢？</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">尚太科技，是锂电池负极龙头，主营业务有负极材料、石墨化焦和<span style="color: black;">拜托</span>加工等，都跟负极材料的加工生产<span style="color: black;">相关</span>。<span style="color: black;">机构</span>已将碳硅负极，<span style="color: black;">做为</span>2024年重点<span style="color: black;">开发</span>方向，有望应用在固态电池中。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2023年、2024上半年，负极材料的营收占比分别为85.09%、87.98%。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/ibuagpVmdGGmVxBHqWh0lmZUsq2eyAiblm2zORFG0JZwbJn4l7Zv2Dia3Fb5yJbOT3U38vYNLOeKCNHjTktqxTxbg/640?wx_fmt=other&from=appmsg&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp" style="width: 50%; margin-bottom: 20px;"></p>
<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;">另一</span>，负极材料同质化比较严重，容易<span style="color: black;">显现</span>低价竞争的局面，<span style="color: black;">因此</span>对这类<span style="color: black;">机构</span><span style="color: black;">来讲</span>，低成本的生产<span style="color: black;">优良</span>，<span style="color: black;">显出</span>尤为重要。</span></span></p>
<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;">尚太科技，是负极<span style="color: black;">机构</span>里生产成本最低的，<span style="color: black;">无</span>之一。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">机构</span>一<span style="color: black;">起始</span>是做石墨化加工的，而后切入锂电负极<span style="color: black;">行业</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">石墨化，能将不稳定的碳原子，转化成稳定的石墨晶体结构，需要外界<span style="color: black;">供给</span>高温，即“</span><span style="color: black;">超高温炉子加热</span><span style="color: black;">”工艺，是生产过程中最关键的环节。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">尚太科技<span style="color: black;">研发</span>了粉体焙烧工艺，最大化降低了生产成本，<span style="color: black;">机构</span><span style="color: black;">运用</span>的坩埚工艺，还能<span style="color: black;">加强</span>负极材料的能量密度，有望在本轮行业出清中，抢夺<span style="color: black;">更加多</span>市场份额。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/ibuagpVmdGGmVxBHqWh0lmZUsq2eyAiblmjtdnqKWOMlW3t7EKmVFZ2nkkp22ibHAg8iaAuH6oKomPn5tQH9LPZ0SQ/640?wx_fmt=other&from=appmsg&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">另一</span>，<span style="color: black;">机构</span>的生产基地建设在山西省，为全国最大的煤炭产地，电力均价<span style="color: black;">小于</span>云贵川、内蒙古等地区，行业内生产成本最低。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2024上半年，<span style="color: black;">机构</span>负极<span style="color: black;">制品</span>的单吨利润约3500元，盈利能力<span style="color: black;">处在</span>行业<span style="color: black;">第1</span>梯队。</span></p>
<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;">从成长、营运指标来看，尚太科技经营<span style="color: black;">情况</span><span style="color: black;">显著</span>好转。</span></strong></span></p>
<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;">一个是，业绩修复上行。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2024年第二季度，<span style="color: black;">机构</span><span style="color: black;">处在</span>满排满产<span style="color: black;">周期</span>，带动业绩修复上行。实现营收20.93亿元，同比<span style="color: black;">增多</span>21.38%，实现净利润2.08亿元，同比<span style="color: black;">增多</span>18.86%，环比大增39.60%。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">机构</span>具备快充、超充性能的高倍率负极<span style="color: black;">制品</span>，差异化<span style="color: black;">优良</span><span style="color: black;">显著</span>，下半年有望延续满产状态。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/ibuagpVmdGGmVxBHqWh0lmZUsq2eyAiblmWyX1ocicQDnmCz8puOAhwmZSFetfH3TvY9Dx3SmT4FROadkTxlCjmjg/640?wx_fmt=other&from=appmsg&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">从过</span></span><span style="color: black;">往数据看，2020-2022年，<span style="color: black;">机构</span>利润从1.53亿增至12.89亿，增长八倍不止，成长速度<span style="color: black;">极大</span>。</span></p>
<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;">一个是，存货周转加快。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2024年第二季度，<span style="color: black;">机构</span>存货周转天数为133天，相较<span style="color: black;">第1</span>季度减少了26天，存货管理效率<span style="color: black;">显著</span><span style="color: black;">加强</span>。<span style="color: black;">另一</span>，<span style="color: black;">因为</span>石墨化焦<span style="color: black;">制品</span>价格回升，存货计提的资产减值损失<span style="color: black;">亦</span>大幅减少。</span></p>
<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;">另一个是，现金流<span style="color: black;">状况</span>好转。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">经营活动现金流净额，<span style="color: black;">表率</span>了<span style="color: black;">机构</span>的造血能力，业绩毕竟是账面上的数据，到手才是实实在在的钱。2024第二季度，尚太科技经营活动现金流流入1.44亿元，是业内现金流<span style="color: black;">状况</span>最好的<span style="color: black;">机构</span>。</span></p>
<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;"><span style="color: black;">那样</span>，尚太科技<span style="color: black;">将来</span>的成长性<span style="color: black;">怎样</span>呢？</span></strong></span></p>
<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;">1、</span></span><strong style="color: blue;"><span style="color: black;">动力电池<span style="color: black;">需要</span>，仍在高位。</span></strong></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2024年1-8月，国内动力电池装机量为245GWh，增速仍超30%，下游<span style="color: black;">需要</span>不减。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">从以往数据看，2021年装机量为155GWh，2023年为387GWh，维持<span style="color: black;">安稳</span>高速增长。<span style="color: black;">况且</span><span style="color: black;">全世界</span>的新能源汽车渗透率并不高，还未到20%，预计2026年<span style="color: black;">全世界</span>销量达3400万辆，动力电池装机量仍有<span style="color: black;">提高</span>空间。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/ibuagpVmdGGmVxBHqWh0lmZUsq2eyAiblmLyMzhoJFKh3uRFKwBhDr3QUEtmibrhkbMT2qPibqvAANTuBuFnwn6NrA/640?wx_fmt=other&from=appmsg&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">另一</span>，<span style="color: black;">机构</span>年产10万吨锂电负极的产线，<span style="color: black;">已然</span><span style="color: black;">起始</span>建设，预计2024年第四季度<span style="color: black;">起始</span>投产，有望带来新的业绩增量。海外市场<span style="color: black;">发展</span>顺利，2024上半年，海外收入为581万元，实现质的突破，已在新加坡设立全资子<span style="color: black;">机构</span>。</span></p>
<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;">2、</span></span><strong style="color: blue;"><span style="color: black;">储能电池市场，快速放量</span></strong><span style="color: black;">。</span></span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">储能市场，景气度高升。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">再加上，碳酸锂价格仍在磨底，当前已下降至7.46万元/吨，锂电池价格不高。这就进一步带动了储能市场放量，2024年1-8月，国内锂电储能中标超36.8GWh，增速达到77.3%。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/ibuagpVmdGGmVxBHqWh0lmZUsq2eyAiblmibeIoGDBjGbNgI5KGHdIest6f4OMicGzE9YuhCH2KVQg2ibWI8MqUzibOA/640?wx_fmt=other&from=appmsg&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">另一</span>，<span style="color: black;">机构</span>跟宁德时代深度绑定，有利于其市场份额<span style="color: black;">提高</span>。宁德时代是尚太科技的<span style="color: black;">第1</span>大客户，每年为<span style="color: black;">机构</span>贡献约六成营收，2023年营收占比为61.12%。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/sz_mmbiz_png/ibuagpVmdGGmVxBHqWh0lmZUsq2eyAiblmwmiagiax0w4VXh7NicN4XrL2BMXqDiaibyshDLpgFcgu5SDRXqTfZictBhaQ/640?wx_fmt=other&from=appmsg&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">更值得一提的是，长江晨道为尚太科技的第二大股东。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">长江晨道在问鼎投资旗下，问鼎投资又是宁德时代的全资子<span style="color: black;">机构</span>，<span style="color: black;">这般</span>一来，算是宁德时代间接持股了尚太科技，关系<span style="color: black;">非常</span>紧密。（问鼎投资，类似于华为的哈勃投资）</span></span></p>
<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;">总的来看，</span></strong><span style="color: black;">尚太科技的盈</span></span><span style="color: black;">利、客户<span style="color: black;">优良</span><span style="color: black;">显著</span>，有望在本轮锂电周期回暖中，充分释放龙头<span style="color: black;">优良</span>，最先享受红利。<span style="color: black;">截止</span>2024上半年，共202家<span style="color: black;">公司</span>抢筹。</span></p><span style="color: black;"><strong style="color: blue;"><span style="color: black;"><span style="color: black;">给<span style="color: black;">大众</span><span style="color: black;">举荐</span>个很牛X的短线玩家财哥，深度<span style="color: black;">认识</span>主力动向，<span style="color: black;">精细</span>把控市场节奏，手把手教你<span style="color: black;">怎样</span>抓龙头！</span></span></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=other&wxfrom=5&wx_lazy=1&wx_co=1&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=other&wxfrom=5&wx_lazy=1&wx_co=1&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=other&wxfrom=5&wx_lazy=1&wx_co=1&tp=webp" style="width: 50%; margin-bottom: 20px;"></strong></span></strong></strong>
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