CORE技术面看多 CORE technical outlook is bullish1. 项目背景
CORE(CoreDAO)是基于区块链技术的去中心化项目,其核心目的是通过创新的共识机制和技术架构,为去中心化金融(DeFi)和其他区块链应用提供高效、安全的基础设施。以下是一些关键点:
- 核心技术:CORE采用了一种名为 **Satoshi Plus 共识机制** 的创新模式,结合了比特币的工作量证明(PoW)和委托权益证明(DPoS)的优点,试图在去中心化和高性能之间找到平衡。
- 目标:通过改进区块链的性能和安全性,成为一个兼容EVM(以太坊虚拟机)的高效公链。
2. **技术特点**
- **Satoshi Plus 共识机制**:这是CORE的亮点之一,它通过整合比特币的算力和DPoS的验证机制,试图实现高效的去中心化网络。
- **EVM兼容性**:CORE链具有与以太坊虚拟机的兼容性,这意味着开发者可以很容易地将以太坊上的智能合约和DApps迁移到CORE生态中。
- **跨链互操作性**:CORE可能支持与其他区块链的互操作性,提升其生态的广度和连接性。
3. **应用场景**
CORE的目标是成为一个支持多种去中心化应用的区块链平台,主要应用场景包括:
- **去中心化金融(DeFi)**:提供高效的基础设施支持DeFi协议,比如去中心化交易所(DEX)、借贷平台等。
- **NFT和游戏**:支持NFT铸造和交易,以及区块链游戏的开发。
- **跨链生态**:通过跨链解决方案,连接不同区块链的资产和应用。
4. **团队与社区**
- **团队实力**:CORE的核心开发团队背景和实力是评估其基本面的重要因素。如果团队成员在区块链领域有丰富的经验和成功的项目履历,将为项目增添可信度。
- **社区支持**:一个强大的社区是项目成功的重要因素。CORE的社区规模、活跃度以及治理参与情况(如DAO治理)都值得关注。
- **合作伙伴**:CORE是否与其他知名项目、机构或企业建立合作关系,也是基本面分析的重要部分。
5. **代币经济模型**
- **代币分配**:CORE的代币分配是否合理?是否有过多的预挖或团队份额?
- **通胀/通缩机制**:CORE是否有明确的代币发行机制?是否通过销毁机制或其他方式控制通胀?
- **实用性**:CORE代币在生态系统中的作用是什么?是否有明确的使用场景(如支付手续费、参与治理等)?
7. **竞争对手分析**
CORE所在的领域(高性能公链、DeFi基础设施等)竞争非常激烈,主要竞争对手包括以太坊(Ethereum)、币安智能链(BSC)、Solana、Avalanche等。需要评估CORE是否有独特的优势或差异化的竞争策略。
8. **风险因素**
- **技术风险**:新共识机制是否稳定?是否经过足够的测试?
- **监管风险**:CORE是否可能受到各国监管政策的限制?
- **生态发展**:是否有足够的开发者和项目方愿意加入CORE生态?
1. Project Background
CORE (CoreDAO) is a decentralized project based on blockchain technology. Its core purpose is to provide efficient and secure infrastructure for decentralized finance (DeFi) and other blockchain applications through innovative consensus mechanisms and technical architectures. Here are some key points:
- Core Technology: CORE adopts an innovative model called **Satoshi Plus Consensus Mechanism**, which combines the advantages of Bitcoin's Proof of Work (PoW) and Delegated Proof of Stake (DPoS), trying to find a balance between decentralization and high performance.
- Goal: By improving the performance and security of the blockchain, it will become an efficient public chain compatible with EVM (Ethereum Virtual Machine).
2. **Technical Features**
- **Satoshi Plus Consensus Mechanism**: This is one of the highlights of CORE. It attempts to achieve an efficient decentralized network by integrating Bitcoin's computing power and DPoS's verification mechanism.
- **EVM Compatibility**: The CORE chain is compatible with the Ethereum Virtual Machine, which means that developers can easily migrate smart contracts and DApps on Ethereum to the CORE ecosystem.
- **Cross-chain interoperability**: CORE may support interoperability with other blockchains, improving the breadth and connectivity of its ecosystem.
3. **Application scenarios**
CORE aims to become a blockchain platform that supports a variety of decentralized applications. The main application scenarios include:
- **Decentralized Finance (DeFi)**: Provide efficient infrastructure to support DeFi protocols, such as decentralized exchanges (DEX), lending platforms, etc.
- **NFT and Games**: Support NFT casting and trading, as well as the development of blockchain games.
- **Cross-chain Ecosystem**: Connect assets and applications of different blockchains through cross-chain solutions.
4. **Team and Community**
- **Team Strength**: The background and strength of CORE's core development team are important factors in evaluating its fundamentals. If team members have rich experience and successful project resumes in the blockchain field, it will add credibility to the project.
- **Community Support**: A strong community is an important factor in the success of a project. CORE's community size, activity, and governance participation (such as DAO governance) are all worth paying attention to.
- **Partners**: Whether CORE has established partnerships with other well-known projects, institutions or companies is also an important part of fundamental analysis.
5. **Token Economic Model**
- **Token Distribution**: Is CORE's token distribution reasonable? Is there too much pre-mining or team share?
- **Inflation/Deflation Mechanism**: Does CORE have a clear token issuance mechanism? Is inflation controlled through a destruction mechanism or other means?
- **Practicality**: What is the role of CORE tokens in the ecosystem? Are there clear usage scenarios (such as paying handling fees, participating in governance, etc.)?
7. **Competitor Analysis**
The field in which CORE is located (high-performance public chain, DeFi infrastructure, etc.) is very competitive, and its main competitors include Ethereum, Binance Smart Chain (BSC), Solana, Avalanche, etc. It is necessary to evaluate whether CORE has unique advantages or differentiated competitive strategies.
8. **Risk Factors**
- **Technical Risk**: Is the new consensus mechanism stable? Has it been tested enough?
- **Regulatory Risk**: Is CORE likely to be restricted by regulatory policies of various countries?
- **Ecosystem Development**: Are there enough developers and project owners willing to join the CORE ecosystem?
图表形态
金汇得手:下周行情预测20250125 美元指数本周大跌,下周还有低点。反弹108.4附近空,目标106.2附近。日线昨天下跌收阴,周一关注107.8-106.4区间,走弱的话107.5附近先跌。
黄金本周收阳,正常走势下周还有一涨,不排除再出新高。周线支撑2730附近,强支撑2702附近,阻力本周高点或前高2790附近。如果行情再出高点,估计还有20-40美金的上涨空间。日线昨天日内还是比较强势,晚间触及2786附近受阻回落,日线收长上影阳线。单看日线有回调需求,但是结合大周期,还是要防止行情上破,所以在没有明显的反转信号之前,还不能高空为主。日线支撑2756附近,不破可以做多。小时线支撑在2770,也是周一的多空分水。行情如果继续走多并且强势的话,可能70附近先涨。如果跌破2770,行情就偏震荡,会去顶底转换2763一线,也不排除再去周五低点附近。行情只有有效下破昨天低点,才能有一波像样的回调。上方势2778附近,如果受阻回落,可能头肩顶形成,目标差不多昨天低点2753附近。所以周一如果正常开盘,我们再试按照高位震荡操作。
操作建议:先涨接近78或前高空,先跌接近周五低点多,前提正常开盘。黄金昨天建议2756附近激进多,首次2777空,2784-2787空,还是比较符合预期。原油74多,75.1空,还是很完美的。
原油本周收阴,正常走势下周还是空为主。阻力75.8附近,不破做空。下方支撑74,不过按照周线应该挡不住,跌破74,先看73附近,触及可以做多,强支撑在71.5附近。日线昨天74企稳,最高也就到75.2,日线收长上影阳线。周一建议接近昨天高点不破小止损空,接近昨天低点不破小止损多,上破看75.9附近,触及还可以空,下破看73附近,触及还可以多。
黄金单根蜡烛图交易范围之缓解不平衡黄金本周二亚盘直接上涨到达11月份最高点2762,4小时级别下方留下不平衡区域,同时清扫了流动性再加上周四凌晨特朗普讲话的不确定性,机构在周二美盘有逃离动作,周二收盘后日图也留下了FVG不平衡区域。周三一天震荡下跌到了2735操纵散户把散户挂在了高位,周四凌晨0点讲话呼吁美联储立即降息,刚好技术上缓解了日图和4小时图FVG后半夜反转,金价看涨前景加强。周四收盘K线很明显看涨的,今天周五亚盘直接上涨,白天再次留下了4小时级别FVG不平衡区域,这是强势信号,尽量不要空。正如我1月初的分析一致,突破12月份高点就看11月份高点,现在11月份也突破了,那么就是看10月份高点了。这些都如我在社区群里说的一摸一样。
周末总结:黄金在强势上涨后是否会大幅下跌? 📊 技术分析回顾:
延续昨天的分析,我们继续与市场趋势保持一致,成功抓住了 100点盈利 的 BUY 机会。尽管出现了一些回调,但尚未对市场的上涨结构造成显著破坏。本周的预测非常精准,价格走势完美遵循了为大家标注的箭头方向。
🔍 今日市场关键洞察:
长周期来看,黄金仍处于多头趋势中,并接近关键阻力位。这些阻力位可能暗示随着周末临近,市场可能出现大幅回调的风险。
当前黄金仍在上升通道内运行,图表上的虚线标记了潜在的额外 BUY 机会。
⚡️ 关键新闻事件:
今天将发布 制造业PMI初值 和 服务业PMI初值 数据。虽然这些并非重大事件,但作为本周最后一个交易日,预计可能引发 30-35美元 的波动。
需警惕价格可能冲击上方阻力位,随后在后期可能出现大幅回调的情况。目前仍以短线多头为主,欧洲和美国时段将继续为大家提供更新。
📈 关键阻力位:
🟥 2774 - 2782 - 2788
📉 关键支撑位:
🟩 2754 - 2745 - 2736 - 2724
🎯 建议交易策略:
🟢 BUY SCALP:
入场点: 2745 - 2743
止损: 2739
目标点位: 2748 - 2751 - 2755 - 2760
🟢 BUY ZONE:
入场点: 2738 - 2736
止损: 2732
目标点位: 2742 - 2746 - 2750 - 2755 - 2760
🔴 SELL SCALP:
入场点: 2774 - 2776
止损: 2780
目标点位: 2770 - 2766 - 2762 - 2758 - 2752
🔴 SELL ZONE:
入场点: 2788 - 2790
止损: 2795
目标点位: 2785 - 2782 - 2778 - 2772 - 2766 - 2760
⚠️ 注意事项:
📌 谨慎交易: 本周的收盘阶段可能引发意外的价格波动。
📌 关注反转信号: 当黄金接近关键阻力位时,请警惕可能出现的大幅调整迹象。
👉 敬请关注欧洲和美国时段的实时更新!
💬 欢迎在评论区分享您的看法!
📢 关注 KevinNguyen-SimpleTrade,获取更多每日洞察、交易策略和精准信号!让我们一起征服市场! 🚀
002614豪尔赛:全力做多A股市场,特别高科技新能源方向002614 Haersai: Go all out to go long in the A-share market, especially in the field of high-tech new energy
行业:建筑装饰>建筑装饰>装饰园林
概念:节能照明、集成电路概念、智慧城市、雄安新区、智慧灯杆、冬奥会、换电概念、物业管理、新型城镇化、杭州亚运会、华为概念、储能、物联网、阿里巴巴概念、数字孪生、腾讯概念
照明工程+换电概念+参股蜂巢能源
1、豪能汇聚焦于绿电交通智慧能源解决方案,基于由换电重卡运营、电池银行、光储充一体化、锂电池梯次利用与回收、HAO生态大数据平台等业务板块组成的综合管理服务体系,致力于构建智慧能源产业链闭环式生态圈;
2、公司智慧灯杆解决方案基于灯具节能、智能灯控等技术,结合物联网、大数据、5G、AI、机器视觉等新一代信息技术,通过智慧照明云平台对城市路灯等公共照明实现统一智能化管理,同时可将智慧灯杆应用于智慧社区、智慧安防、智慧停车等多种场景
豪能汇新能源与三峡水利全资子公司三峡绿动签订合资协议,双方以货币方式出资设立合资公司北京长江豪能汇新能源科技有限公司。合资公司持有充换电站资产,主要实施三峡及豪能汇新能源为合资公司开发及拓展的电动重卡充换电项目及业务。
Industry: Building decoration > Building decoration > Decorative garden
Concept: Energy-saving lighting, integrated circuit concept, smart city, Xiongan New Area, smart light pole, Winter Olympics, battery swap concept, property management, new urbanization, Hangzhou Asian Games, Huawei concept, energy storage, Internet of Things, Alibaba concept, digital twin, Tencent concept
Lighting engineering + battery swap concept + equity participation in Honeycomb Energy
1. Hao Neng Hui focuses on green electric transportation smart energy solutions, based on comprehensive management services composed of battery swap heavy truck operations, battery banks, integrated photovoltaic storage and charging, lithium battery cascade utilization and recycling, HAO ecological big data platform and other business segments Service system, committed to building a closed-loop ecosystem of the smart energy industry chain;
2. The company's smart lamp pole solution is based on technologies such as lamp energy saving and intelligent lighting control, combined with new generation information technologies such as the Internet of Things, big data, 5G, AI, and machine vision. Through the smart lighting cloud platform, public lighting such as urban street lamps can be managed in a unified and intelligent manner. At the same time, smart lamp poles can be applied to smart communities, smart security, smart parking and other scenarios.
Haonenghui New Energy and Three Gorges Green Motion, a wholly-owned subsidiary of Three Gorges Water Conservancy, signed a joint venture agreement. Both parties invested in cash to establish a joint venture company, Beijing Changjiang Hao Nenghui New Energy Technology Co., Ltd. The joint venture company holds charging and swapping station assets, and mainly implements the electric heavy truck charging and swapping projects and businesses developed and expanded by Three Gorges and Hao Nenghui New Energy for the joint venture company.
Trump breaks through 35.435 to reach new high! Trump 突破35.435看新高Trump breaks through 35.435 to reach new high!
The core logic of "Trump Coin" usually revolves around the following aspects:
1. Brand effect: As the former US president, Donald Trump has a strong personal brand and a broad supporter base. Trump Coin may use this brand effect to attract investors and users.
2. Community-driven: Many cryptocurrency projects rely on community support and participation. Trump Coin may try to build a loyal community to enhance users' sense of participation and belonging through social media, forums and other channels.
3. Speculation: Like many cryptocurrencies, Trump Coin may attract speculators who use its price fluctuations to obtain short-term gains. This speculation may drive its trading volume and market attention.
4. Political and cultural factors: Trump Coin may be associated with specific political or cultural issues, attracting users who identify with Trump's political ideas or values.
5. Practicality: If Trump Coin has a clear application scenario, such as trading, voting or other functions on a specific platform, this will enhance its core logic and value.
6. Economic model: Analyze the economic model of Trumpcoin, including total supply, distribution mechanism, inflation or deflation mechanism, etc., which will affect its long-term value and stability.
In short, the core logic of Trumpcoin may be to create an attractive cryptocurrency project by combining Trump's brand influence, community participation and potential practicality.
“Trump币”的核心逻辑通常围绕以下几个方面展开:
1. 品牌效应:唐纳德·特朗普作为前美国总统,拥有强大的个人品牌和广泛的支持者基础。Trump币可能利用这种品牌效应来吸引投资者和用户。
2. 社区驱动:许多加密货币项目依靠社区的支持和参与。Trump币可能试图建立一个忠实的社区,通过社交媒体、论坛和其他渠道来增强用户的参与感和归属感。
3. 投机性:像许多加密货币一样,Trump币可能吸引投机者,利用其价格波动来获取短期收益。这种投机性可能会推动其交易量和市场关注度。
4. 政治和文化因素:Trump币可能与特定的政治或文化议题相关联,吸引那些认同特朗普政治理念或价值观的用户。
5. 实用性:如果Trump币有明确的应用场景,例如在特定平台上的交易、投票或其他功能,这将增强其核心逻辑和价值。
6. 经济模型:分析Trump币的经济模型,包括总供应量、分发机制、通货膨胀或通货紧缩机制等,这些都会影响其长期价值和稳定性。
总之,Trump币的核心逻辑可能是通过结合特朗普的品牌影响力、社区参与以及潜在的实用性,来创造一个具有吸引力的加密货币项目。
603768 常青股份:汽车零部件赛道上的稳健 “长跑者”行业:交运设备>汽车零部件>汽车零部件Ⅲ
概念:汽车制造概念、新能源汽车、比亚迪概念、一体化压铸、华为汽车、长安汽车概念、宁德时代概念
华为汽车+冲压焊接件+一体化压铸
智界R7的部分车身冲压件由公司的全资子公司芜湖常瑞汽车部件有限公司承接
子公司芜湖常瑞配套奇瑞汽车,目前已拿到奇瑞智界新业务订单。
公司概况
基本信息:合肥常青机械股份有限公司成立于 1988 年,企业注册资本 2.38 亿人民币,法人代表为吴应宏,是一家以从事汽车冲压及焊接零部件的开发、生产与销售为主的企业。
产品与客户:主要产品为车身件、底盘件等,产品结构较为丰富。客户群体涵盖奇瑞汽车、合众新能源、比亚迪、上汽集团、东风汽车、陕西重汽、中国重汽、北汽集团等众多知名车企,在汽车零部件配套市场具有较广泛的覆盖。
管理团队:创始人吴应宏现任公司董事长、总经理,在汽车零部件行业拥有丰富的经验和资源,带领公司在行业内不断发展,对公司的战略规划和业务拓展起到关键作用。
行业地位
行业规模:随着汽车行业的不断发展,无论是传统燃油汽车还是新能源汽车,对冲压及焊接零部件的需求都将持续存在,行业规模庞大且具有一定的稳定性。
行业竞争:汽车零部件行业竞争激烈,常青股份面临着众多同行的竞争。但公司凭借产品质量优势和良好的客户关系,在市场中占据一定份额,具有较强的竞争力。
财务状况
营收表现:2024 年三季报显示,营业总收入 24.58 亿元,同比上升 5.48%。按单季度数据看,第三季度营业总收入 9.04 亿元,同比上升 13.76%,呈现出一定的增长态势。
利润情况:2024 年三季报归母净利润 7060.41 万元,同比下降 38.81%。第三季度单季度归母净利润 3282.64 万元,同比上升 30.81%,整体利润表现波动较大,增收不增利的情况较为明显。
其他指标:毛利率 16.05%,同比减 0.48%;净利率 2.87%,同比减 41.99%;资产负债率为 57.02%,应收账款达 8.52 亿元,占比较大,可能存在一定的坏账风险。
市场表现
股价走势:截至 2025 年 1 月 24 日 11:30,股价为 12.06 元,较前一交易日上涨 0.12 元,涨幅 1.01%,总市值 28.70 亿,近期股价有一定的波动,但总体表现相对稳定。
资金流向:2025 年 1 月 23 日主力资金净流入 161.34 万元,占总成交额 4.23%,游资资金净流入 176.57 万元,占总成交额 4.63%,显示出市场资金对公司有一定的关注。
潜在风险
行业风险:汽车行业需求受宏观经济、政策等因素影响较大,存在一定的波动性,可能会影响公司的订单和营收。同时,新能源汽车的快速发展对零部件企业的技术和产品升级提出了更高要求,公司面临技术迭代的压力。
经营风险:公司应收账款体量较大,可能面临坏账风险,影响公司的现金流和盈利能力。此外,原材料价格波动也会对公司的成本控制带来挑战。
财务风险:有息资产负债率已达 31.95%,近 3 年经营性现金流均值为负,财务费用状况也需关注,公司可能面临一定的资金压力和偿债风险。
Industry: Transportation Equipment > Auto Parts > Auto Parts III
Concept: Auto Manufacturing Concept, New Energy Vehicle, BYD Concept, Integrated Die Casting, Huawei Auto, Changan Auto Concept, CATL Concept
Huawei Auto + Stamping Welding Parts + Integrated Die Casting
Some of the body stamping parts of Zhijie R7 are undertaken by the company's wholly-owned subsidiary Wuhu Changrui Auto Parts Co., Ltd.
Subsidiary Wuhu Changrui supplies Chery Automobile and has currently received new business orders from Chery Zhijie.
Company Profile
Basic Information: Hefei Changqing Machinery Co., Ltd. was established in 1988 with a registered capital of RMB 238 million. The legal representative is Wu Yinghong. It is an enterprise mainly engaged in the development, production and sales of automotive stamping and welding parts.
Products and Customers: The main products are body parts, chassis parts, etc., with a relatively rich product structure. The customer base includes many well-known auto companies such as Chery Automobile, Hozon New Energy, BYD, SAIC Group, Dongfeng Motor, Shaanxi Heavy Duty Truck, China Heavy Duty Truck, BAIC Group, etc., and has a wide coverage in the automotive parts supporting market.
Management team: Founder Wu Yinghong is currently the chairman and general manager of the company. He has rich experience and resources in the automotive parts industry. He leads the company to continue to develop in the industry and plays a key role in the company's strategic planning and business expansion.
Industry status
Industry scale: With the continuous development of the automotive industry, whether it is traditional fuel vehicles or new energy vehicles, the demand for stamping and welding parts will continue to exist. The industry scale is huge and has a certain stability.
Industry competition: The automotive parts industry is highly competitive, and Changqing shares face competition from many peers. However, the company has a certain share in the market with its product quality advantages and good customer relationships, and has strong competitiveness.
Financial status
Revenue performance: The third quarter report of 2024 shows that the total operating income is 2.458 billion yuan, an increase of 5.48% year-on-year. According to the single quarter data, the total operating income in the third quarter was 904 million yuan, an increase of 13.76% year-on-year, showing a certain growth trend.
Profit situation: The net profit attributable to the parent company in the third quarter of 2024 was 70.6041 million yuan, a year-on-year decrease of 38.81%. The net profit attributable to the parent company in the third quarter was 32.8264 million yuan, up 30.81% year-on-year. The overall profit performance fluctuated greatly, and the situation of increased revenue but not increased profit was more obvious.
Other indicators: gross profit margin was 16.05%, down 0.48% year-on-year; net profit margin was 2.87%, down 41.99% year-on-year; asset-liability ratio was 57.02%, and accounts receivable reached 852 million yuan, accounting for a large proportion, and there may be certain bad debt risks.
Market performance
Stock price trend: As of 11:30 on January 24, 2025, the stock price was 12.06 yuan, up 0.12 yuan from the previous trading day, an increase of 1.01%, and the total market value was 2.87 billion. The stock price has fluctuated recently, but the overall performance is relatively stable.
Fund Flow: On January 23, 2025, the main funds had a net inflow of 1.6134 million yuan, accounting for 4.23% of the total transaction volume, and the hot money had a net inflow of 1.7657 million yuan, accounting for 4.63% of the total transaction volume, showing that the market funds have a certain attention to the company.
Potential Risks
Industry Risks: The demand in the automotive industry is greatly affected by macroeconomic and policy factors, and there is a certain volatility, which may affect the company's orders and revenue. At the same time, the rapid development of new energy vehicles has put forward higher requirements for the technology and product upgrades of parts companies, and the company is facing the pressure of technology iteration.
Operating Risks: The company has a large amount of accounts receivable and may face bad debt risks, affecting the company's cash flow and profitability. In addition, fluctuations in raw material prices will also bring challenges to the company's cost control.
Financial Risks: The interest-bearing asset-liability ratio has reached 31.95%, and the average operating cash flow in the past three years has been negative. The financial expenses also need to be paid attention to. The company may face certain financial pressure and debt repayment risks.