社区观点
{2024/12/26} 教yi园：SOL调整近乎到位，稍作整理将会继续北上COINBASE:SOLUSD
159.78/165.78范围是贯穿整年度的关键多空分水岭。
交易上相对比较机械简单，关键结构未打破，接下来SOL还有3字开头的行情。
重点把握一个点，159.78/165.78。
2024马上过完，SOL算是一个策略完成度95%的品种，毕竟离最后一个目标只差10个点。
12.26日报12.26日报
大饼周一晚上反弹以后，并没有选择盘整继续往上走。选择了横盘震荡，和美股放假也有关系。有多单的可以拿拿看，等今晚开盘了看看方向往哪里走，没单子的也不要追了，感觉这个位子位置多空分歧很大。
我目前策略单子还拿着。
001296 长江材料 突破19.65打开空间 breaks through 19.65 to open up space止损：17.7
行业： 建筑材料 > 建筑材料 > 其他建材
概念： 页岩气、3D打印、长安汽车概念、西部大开发、固废处理、民企
英伟达、华为加码投资机器人项目
1、公司生产的覆膜砂可以用于铁模覆砂工艺生产各类型的铸件，据资料显示，机器人手臂铸造工艺主要是铁模覆砂工艺，但目前公司尚无产品直接应用于人形机器人领域；
2、公司生产的3D打印砂用于快速样件开发及部份铸造的砂芯生产
人形机器人长安汽车覆膜砂石英矿（光伏上游）
1、AIRS 国际人工智能与机器人大会于2024 年 12 月 19 日至 21 日在香港中文大学（深圳）举办。2、比亚迪、华为等头部企业相继布局人形机器人业务，小鹏汽车更是公布了相关专利。
1、2024年12月20日盘前互动，公司生产的覆膜砂可以用于铁模覆砂工艺生产各类型的铸件，据资料显示，机器人手臂铸造工艺主要是铁模覆砂工艺，但目前公司尚无产品直接应用于人形机器人领域。长安汽车于2024年11月15日宣布，进军人形机器人领域。公司是国内大型专业覆膜砂生产供应商及废（旧）砂资源化解决方案提供商，公司给长安汽车供应原砂及覆膜砂产品。
2、公司全资子公司彰武矿产已完成辽宁省彰武县邰家天然石英砂矿探矿权转采矿权相关工作，并取得阜新市自然资源局颁发的《采矿许可证》。
3、公司是国内大型专业覆膜砂生产供应商及废（旧）砂资源化解决方案提供商，形成了原料自给、产品生产及延伸制造、铸造废（旧）砂循环利用的一体化综合服务优势。
4、公司3D打印业务包括生产用于3D打印的铸造材料和运用3D打印制备砂芯。公司与客户签订了保密协议，具体客户信息不便透露。
覆膜砂石英砂固废处理
1、公司是国内大型专业覆膜砂生产供应商及废（旧）砂资源化解决方案提供商，具备以下能力：原砂开采与加工，铸造用覆膜砂、砂芯和铸造辅料生产，铸造废（旧）砂再生技术和设备的研发生产，压裂支撑剂生产。
2、4月16日公司公告，近日，公司全资子公司彰武矿产已完成辽宁省彰武县邰家天然石英砂矿探矿权转采矿权相关工作，并取得阜新市自然资源局颁发的《采矿许可证》。
3、12月20日公司互动：截止目前公司尚无产品直接应用于人形机器人领域。您所说的工艺是铁模覆砂（或称铁型覆砂）工艺，公司生产的覆膜砂可以用于该工艺生产各类型的铸件，具有尺寸精度高、加工余量小，组织致密的特点。公司有使用铁模覆砂工艺的客户。
4、公司在国内率先研发成功全逆流热交换式铸造废旧砂焙烧再生技术装备，纳入国家工信部《首台（套）重大技术装备推广应用指导目录（2017年版）》，被中国循环经济协会授予“工业固废（铸造废旧砂）综合利用最佳技术、产品、装备实践奖”。
Stop loss: 17.7
Industry: Building materials > Building materials > Other building materials
Concepts: Shale gas, 3D printing, Changan Automobile concept, Western Development, solid waste treatment, private enterprises
Nvidia and Huawei increase investment in robot projects
1. The coated sand produced by the company can be used for the iron mold sand coating process to produce various types of castings. According to data, the robot arm casting process is mainly the iron mold sand coating process, but the company currently has no products directly applied to the humanoid robot field;
2. The 3D printing sand produced by the company is used for rapid prototype development and part of the casting sand core production
Humanoid robot Changan Automobile coated sand quartz mine (photovoltaic upstream)
1. The AIRS International Artificial Intelligence and Robotics Conference was held at the Chinese University of Hong Kong (Shenzhen) from December 19 to 21, 2024. 2. BYD, Huawei and other leading companies have successively laid out humanoid robot businesses, and Xiaopeng Motors has even announced related patents.
1. Pre-market interaction on December 20, 2024, the coated sand produced by the company can be used for the iron mold sand coating process to produce various types of castings. According to the data, the robot arm casting process is mainly the iron mold sand coating process, but the company currently has no products directly applied to the field of humanoid robots. Changan Automobile announced on November 15, 2024 that it would enter the field of humanoid robots. The company is a large-scale professional coated sand production supplier and waste (old) sand resource solution provider in China. The company supplies raw sand and coated sand products to Changan Automobile.
2. The company's wholly-owned subsidiary Zhangwu Minerals has completed the relevant work of transferring the prospecting rights of Taijia Natural Quartz Sand Mine in Zhangwu County, Liaoning Province to mining rights, and obtained the "Mining License" issued by the Fuxin Municipal Natural Resources Bureau.
3. The company is a large-scale professional coated sand production supplier and waste (old) sand resource solution provider in China, forming an integrated comprehensive service advantage of self-sufficiency in raw materials, product production and extended manufacturing, and recycling of casting waste (old) sand.
4. The company's 3D printing business includes the production of casting materials for 3D printing and the use of 3D printing to prepare sand cores. The company has signed a confidentiality agreement with its customers, and specific customer information is not convenient to disclose.
Coated sand quartz sand solid waste treatment
1. The company is a large-scale professional coated sand production supplier and waste (old) sand resource solution provider in China, with the following capabilities: raw sand mining and processing, production of coated sand, sand cores and casting auxiliary materials for casting, research and development of casting waste (old) sand regeneration technology and equipment, and production of fracturing proppants.
2. The company announced on April 16 that recently, the company's wholly-owned subsidiary Zhangwu Minerals has completed the relevant work of transferring the prospecting rights of Taijia Natural Quartz Sand Mine in Zhangwu County, Liaoning Province to mining rights, and obtained the "Mining License" issued by the Fuxin Municipal Natural Resources Bureau.
3. Company interaction on December 20: As of now, the company has no products directly applied to the field of humanoid robots. The process you are talking about is the iron mold sand coating process (or iron mold sand coating) process. The coated sand produced by the company can be used to produce various types of castings with this process. It has the characteristics of high dimensional accuracy, small processing allowance, and dense organization. The company has customers who use the iron mold sand coating process.
4. The company was the first in China to successfully develop the full countercurrent heat exchange type casting waste sand roasting and regeneration technology equipment, which was included in the "Guidelines for the Promotion and Application of the First Major Technical Equipment (2017 Edition)" of the Ministry of Industry and Information Technology of the People's Republic of China, and was awarded the "Best Technology, Product, and Equipment Practice Award for Comprehensive Utilization of Industrial Solid Waste (Foundry Waste Sand)" by the China Circular Economy Association.
300879 大业股份：好久不见！300879 Daye Shares: Long time no see!目标：翻倍
止损：16.99
行业： 机械设备 > 专用设备 > 农用机械
概念： 机器人概念、农机、乡村振兴、电子商务、跨境电商、减速器、股权转让(并购重组)、人民币贬值受益、民企、创业板
公司为国内园林机械提供商龙头，出口占比达94%
割草机器人新能源园林机械外销高占比
2023年7月6日盘中，在2023世界人工智能大会开幕式上，特斯拉公司首席执行官马斯克表示，地球上的机器人数量要超过人类的数量。
1、公司于2018年开始实现割草机器人销售，目前已储备路径规划技术、无边界割草技术、超声波技术、蓝牙wifi等技术。
2、公司出口美国产品较多，新增90万台园林机械产品生产项目，燃油机类产品50.5万台和电动机类产品为39.5万台。
3、公司是国内园林机械行业领先企业，割草机龙头企业，主要从事割草机等其他动力机械及配件的研发设计、生产制造和销售。境外收入占比达95.99%。
4、公司已成为国际园林机械行业中具有较高知名度的ODM生产商，产品销往全球50多个国家和地区，主要客户包括富世华集团、沃尔玛等。
Target: Double
Stop loss: 16.99
Industry: Mechanical equipment > Special equipment > Agricultural machinery
Concepts: Robot concept, agricultural machinery, rural revitalization, e-commerce, cross-border e-commerce, reducer, equity transfer (M&A restructuring), benefit from RMB depreciation, private enterprises, GEM
The company is the leading provider of domestic garden machinery, with exports accounting for 94%
Mowing robot new energy garden machinery has a high export share
On July 6, 2023, at the opening ceremony of the 2023 World Artificial Intelligence Conference, Tesla CEO Musk said that the number of robots on the earth will exceed the number of humans.
1. The company began to sell mowing robots in 2018, and currently has reserved path planning technology, borderless mowing technology, ultrasonic technology, Bluetooth wifi and other technologies.
2. The company exports a large number of products to the United States, adding 900,000 garden machinery product production projects, 505,000 fuel engine products and 395,000 electric motor products.
3. The company is a leading enterprise in the domestic garden machinery industry and a leading enterprise in lawn mowers. It is mainly engaged in the research and development, design, production, manufacturing and sales of lawn mowers and other power machinery and accessories. Overseas revenue accounts for 95.99%.
4. The company has become a well-known ODM manufacturer in the international garden machinery industry. Its products are sold to more than 50 countries and regions around the world. Its main customers include Husqvarna Group, Walmart, etc.
AAVEUSD 1小时级别周期 小级别波段交易 做空AAVEUSD 1小时级别周期 小级别波段交易 做空
做空理由：
看跌蝙蝠形态+SMC看跌订单块+成交量分布+（看跌K线确认）=做空
小级别等回踩，找机会入场做空。
入场位388.00附近，止损位放在401.00.
401.00USDT—388.00USDT=13USDT
一枚AAVEUSDT的止损金额为13USDT。
第一目标位看345.00USDT附近，减半仓，推保护。
第二目标位看300.00USDT附近，再减半仓，推保护。
第三目标位看250.00USDT附近，再减半仓，推保护。
尾仓随它去，减仓推保护。
加密货币市场波动大，合约交易，注意风险。
DOGEUSDT 2小时级别周期 小级别波段交易 做空DOGEUSDT 2小时级别周期 小级别波段交易 做空
做空理由：
顶底反转位+下降收敛三角形+成交量分布+黄金分割0.5+（看跌K线形态确认）=做空
小级别等回踩，找机会入场做空。
入场位0.36650附近，止损位放在0.39100.
第一目标位看0.31500附近，减半仓，推保护。
第二目标位看0.26600附近，再减半仓，推保护。
第三目标位看0.21600附近，再减半仓，推保护。
尾仓随它去，减仓推保护。
利用市场疲软，发布退市机制加重散户恐慌心理，收集带血的便宜筹码？利用市场疲软，发布退市机制加重散户恐慌心理，收集带血的便宜筹码？
本人对后期行情转好的大趋势仍不改变（仅供参考）
Taking advantage of the weak market, issuing a delisting mechanism to increase retail investors' panic and collect cheap chips with blood on them?
I still believe that the general trend of the market turning for the better in the later period will not change (for reference only)
