by 每天解读一家上市公司
深度挖掘上市公司背后的逻辑,设计上市公司的业务布局、行业地位、竞争对手、技术创新,优势劣势和业绩数据。
Language
🇨🇳
Publishing Since
9/28/2024
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April 28, 2025
<p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">聊聊东贝集团,这家企业如何从家电压缩机跨足新能源汽车和人形机器人领域?它与蜜雪冰城的合作背后隐藏着什么机遇?视频将深入探讨公司的业务布局、技术优势及市场地位。你想了解哪家公司?欢迎留言告诉我!</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">02:00 东贝集团:差异化策略引领制冷压缩机市场突围</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">04:00 国际市场上,爱默生与丹佛斯的制冷领域竞争格局及东贝集团的差异化策略</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">06:02 东贝集团:技术迁移能力与大客户资源形成协同效应,静待拐点出现</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">08:06 东贝集团:业绩拐点出现,长期价值取决于核心业务发展</p><span><br></span><br>
April 24, 2025
<p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">寒武纪作为国产AI芯片龙头,经历了从零到一的技术突破和市场认可,市值飙升。视频将深入分析其业务领域、核心技术优势及挑战,以及面对国内外强劲对手时如何突围。你认为它能成为真正的行业领导者吗?</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">02:01 寒武纪:成本控制能力增强,市场情绪转变,投资者信心大增</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">04:02 A I芯片市场竞争白热化,寒武纪如何突围?</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">06:02 国产A I芯片领域领先地位受质疑,寒武纪挑战华为与英伟达</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">08:02 寒武纪:依赖台积电代工、核心技术护城河,合理市值约一千亿元!</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">10:04 政策红利驱动下,寒武纪在国产替代浪潮中脱颖而出</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">12:06 国产替代与技术创新:寒武纪的突破之路</p><span><br></span><br>
April 21, 2025
<p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">中微公司为何备受关注?一起探讨这家国产龙头的技术突破与市场前景。视频里深度解析了公司业务、竞争对手及政策利好,带你了解背后逻辑。刻蚀设备、MARK设备……这些专业名词下藏着哪些秘密?半导体行业风向标如何解读?看完全文,你也许会更懂这个行业的发展脉络!</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">02:02 中微公司的等离子体刻蚀设备:批量应用国内外一线客户,引领芯片制造工艺发展</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">04:05 中微公司:MOC设备市场领导者,为照明和先进显示领域提供解决方案</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">06:08 中微公司:创新技术推动MOC设备领域发展,解决排气不均匀问题</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">08:08 中微公司:中国半导体设备行业的领军者</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">10:08 中微公司:中国领先的半导体设备制造商</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">12:09 中微公司:技术创新引领下的刻蚀设备领域领导者</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">14:10 中微公司:等离子体刻蚀技术领头羊,提升市场知名度和客户认可度</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">16:12 中微公司:超低温刻蚀技术与先进制程工艺的突破</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">18:15 中微公司:设备控制系统专家,薄膜沉积技术领导者</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">20:19 中微公司:半导体设备制造领先地位背后的挑战与机遇</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;">22:21 武功山科技:非经常性损益与研发费用高基数影响利润增速</p><span><br></span><br>
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