海康威视股票股吧(三六零edr汽车黑匣子)

本文目录一览：

• 1、海康威视股票股吧

• 2、三六零edr汽车黑匣子

• 3、海康威视股票股吧

• 4、海康威视股票股吧同花顺

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海康威视吧(002415)

海康威视吧

25.40-0.29-1.13%

帖子数2篇

基民tVLNth

影响力注册时长3个月

发表于 06-15 22:20 来自iPhone版

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更新于 06-15 22:20

已答

妈呀！咱们不会是接盘侠吧

广西南宁妹

影响力注册时长8个月

发表于 06-15 15:48 来自Android版

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更新于 06-15 15:49

已答

逢低介入海康威视！我能！

股市磨练人的意志

影响力注册时长1个月

发表于 06-15 13:46 来自Android版

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更新于 06-15 13:47

已答

唱空的都赶紧滚蛋，我们是来投资的，不是来投机的！

吴下韭菜

影响力注册时长3个月

发表于 06-15 12:14 来自Android版

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更新于 06-15 12:16

已答

拿了2000股，35 再出，坚定持有，认他风吹雨打

发表于 06-14 20:54 来自iPhone版

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更新于 06-15 01:44

已答

估计下周还要跌！等到7月份了

东方小小小财富

影响力注册时长3.6年

发表于 05-23 15:01 来自iPhone版

帖子审核中，仅自己可见

更新于 06-14 22:32

已答

你妹，这垃圾亏了我5万，今天忍痛割肉，看样子不到20不罢休

大海认真0311

影响力注册时长4.1年

发表于 06-14 17:53 来自Android版

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更新于 06-14 20:27

已答

这个股还要磨，因为吧里狗托还多。

最牛钉子户8

影响力注册时长3个月

发表于 06-14 17:26 来自Android版

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更新于 06-14 17:26

已答这股从各种指标来看，比猪肉股好多了。盈利能力强。成长性高。分红多。

gdsqy

影响力注册时长3.5年

发表于 06-14 16:39 来自Android版

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更新于 06-14 16:40

已答

尾盘拉升突袭，是利好吧？庄家好人啊～～

股友Ri1JFM

影响力注册时长2.1年

发表于 06-13 18:33 来自Android版

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更新于 06-14 16:36

已答

23块双底 前面放量突破平台 缩量回调两天 回踩五日线 收盘站稳二十线 持股待涨

漂泊者树洞

影响力注册时长7.9年

发表于 06-14 16:29 来自Android版

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更新于 06-14 16:31

已答

看这个走势周末消息面有动作，而且是利好！

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手机网 eastmoney.com

本文共1800字

阅读完约3分钟

近期，市场在短暂反弹后波动明显加大，市场热点也快速切换。可以看到的是，消息面的提振，为部分题材股带来了交易性机会，相关个股出现快速反弹。

近日，GB7258-2017《机动车运行安全技术条件》国家标准第2号修改单发布，要求自2022年1月1日开始，新生产的乘用车要求配备汽车事件数据记录系统EDR。EDR系统主要负责记录车辆发生事故前后数据，包括发生碰撞前、碰撞时、碰撞后三个阶段的汽车运行数据。在汽车电子电气化时代，出于对事故清晰责任认定的需求，需要EDR设备对车辆发生事故时其行车数据进行详细记录。

方正证券段迎晟表示，EDR整个功能模块单车ASP预估约300-400元，目前汽车处于景气周期，预测2022年中国乘用车销量将达2300万辆，按照增量EDR设备为80%左右测算，估计中国的EDR增量市场明年将达到55亿元-74亿元，后续EDR单车ASP还有很大的提升空间。

华西证券宋辉也认为，随着新能汽车销量的不断攀升，近年国内外频繁报道车辆不受控制、自燃等非人为事故。各国车辆事故认定工作难度较大，对采集更丰富车辆数据的需求日益迫切，加速推进EDR成为新能源汽车的标配。

EDR能够提供的信息远胜于行车记录仪，使其成为汽车行业里名正言顺的“黑匣子”。

目前国内厂商独立供应乘用车EDR硬件产品的公司并不多，多数厂商在商用车领域EDR领域布局，但由于乘用车EDR采用前装模式，对车规级安全性、可靠性要求较高，独立EDR厂商进入整车厂需要较长的验证周期。

另外，造车新势力具备较强研发实力，EDR作为未来新车标配，将会带动存储、备用电源、传感器、MCU需求提升，尤其是车规级存储、备用电源等属于新增市场，相关概念股建议逢低关注均胜电子、鸿泉物联、得润电子、韦尔股份、北京君正、锐明技术、晶丰明源、启明信息等。

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均胜电子(600699) 业绩拐点将显现

光大证券认为，公司汽车安全业务由并购KSS和高田形成，并购之后跃升为全球第二大汽车安全供应商，市占率达30%。由于政策推动与汽车智能化趋势，市场对汽车安全系统具有持久性需求，促使汽车安全系统单车价值增加。随着全球汽车销量、保有量持续增长，汽车安全市场未来前景广阔。公司并购后的整合进程已进入尾声，该业务拐点有望显现，盈利能力有望进一步提升。

鸿泉物联(688288) 继续多元化布局

鸿泉物联商用车智能化业务稳步推进。前装领域，终端客户对智能化要求逐步提高，*辅助驾驶系统覆盖率提升；后装领域，截至今年8月，公司已成功入围广东、河南、上海、江苏等地的普货重卡车载视频监控供应商名录。

韦尔股份(603501) 市占率有望提升

华西证券认为，公司高端产品与全球领先企业的差距，预判公司有望基于市场需求推出更具市场竞争优势的系列高像素产品。目前手机摄像头趋势基本确立，尤其是后置双主摄趋势下，公司有望进一步提升高像素产品的市占率。基于海外半导体龙头企业成长路径，宽赛道优质公司逐渐迎来平台型发展机遇，持续做大做强，坚定看好公司长期投资价值。

北京君正(300223) 营收规模将增加

首创证券认为，公司微处理器及智能视频产品均可应用在AIOT领域。收购北京硅成后，公司有望将君正本部产品向汽车领域进一步导入，借助硅成在车规领域丰富的客户资源，公司产品有望在市场推广、客户资源及供应端实现协同，多品类产品共同发展，带动公司营收规模。

锐明技术(002970) 将切入前装市场
华安证券表示，公司宣布与地平线签署全面战略合作协议，双方联合发布了两款基于地平线旭日3芯片的商用车后装产品360环视和前视ADAS摄像机，未来双方还将加速推动主动安全驾驶在商用车前装市场的商业落地。本次与地平线的合作是公司自去年11月与陕汽达成合作，以及今年6月成立前装事业部后的另一重大举动。据半年报，公司2021年上半年前装业务实现收入1907万元，同比增长超400%。预计在商用车智能网联化趋势不改的大背景下，公司有望通过切入前装市场，打开全新的增长空间。

晶丰明源(688368) 新增长点或形成

首创证券认为，2021年公司AC/DC电源芯片进入市场推广，大家电领域多家客户进入量产；小家电领域已进入送样阶段。同时，公司收购凌鸥创芯持续推进，公司业务与凌鸥创芯高度协同。收购完成后，公司有望为凌鸥创芯在下游代工厂争取更多产能，并实现在电机驱动领域，形成MCU+电源管理+电机驱动的完整解决方案，为公司贡献新的营收增长点。

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