1. The wave-absorbing material I saw on Tuesday night, basically spread on the Planet of the Apes, 2 minutes, one is a grand narrative, and one is Xinjinggang (vision). It’s been a long time since I watched the Leek Club, and I found that the headlines on Tuesday night were absorbing materials. 2 terminal materials, one upstream. According to the current cost of 400w for one fan, and 400 million for a 10mw machine in the future, it can only be said that Haifeng is a bit ill-fated. The cost is so high, and the owner is under great pressure. If it is implemented or partially implemented, there will be a lot of space. However, this is a special requirement. Is it inappropriate for the owner to pay the bill? 2. Carbon ceramic brake discs, this one has been concerned about a long time ago, and now it is frying again. Previous Post Hanging was originally used for luxury cars of 700,000-800,000, but now the cost has dropped to 8,000, and a car of 300,000 can be used. Now some new forces are selected to add 20,000. The same is true for carbon ceramic brake discs, some people like bars. It is said that Tesla provides matching, but luxury cars are optional, adding 20,000 dollars, and domestic manufacturers can now offer a cost price of 10,000. The plan is for C-class cars. The domestic C-class car is about 2 million per year, and the penetration rate reaches 10%. There is already a market of 2 billion. It didn’t say that more than 20 million vehicles should be equipped. After all, there are only more than 700 traditional brake discs. There are some things under the post. Web link 3.PET copper foil There is a lot of information now, and basically all major mainstream sellers are covered, and the certainty is very strong. 4. Perovskite should be the third-generation battery technology first, after scale, and then the stack with perovskite. Really want to fry, equipment profits first. The trend of third-generation batteries and perovskite stacking is very certain. I think the interface technology is more critical, and the necessary time point for mass production has not yet reached. 5. Electroplating copper This will be farther away from industrialization. It will fry low-end lithography machines. Yesterday, the seller pushed pcb ink. It’s still very early, and the direction is very certain, but I think several routes will exist with each other, such as silk screen, laser transfer and electroplating. It is said that silver-coated copper is not difficult. 6. Integrated die-casting Tesla leads the way, there are many research reports, and the only way to achieve performance can be a die-casting manufacturer with an upstream model and a popular model (or you can make the mold yourself and make money). 7. Robot Tesla led the way. I saw a few and found that there are many called Chuan, Huichuan, Hechuan, and Tongchuan. Is the prototype display 9-30? It’s crazy. Now, 1.5% of the robots came out yesterday, and I plan to pick them up today. It’s a bit like watching a play. 8.m3p lithium iron manganese phosphate, manganese source. 9. Sodium battery The high price of lithium has played a role in promoting the industrialization of sodium battery. Two-wheeler, energy storage field. There are other energy storage things. . . Knowing so much, at first glance, it is a poor ghost, and I am worried about the old iron. There are 58 discussions on this topic in Snowball, click to view. Snowball is an investor’s social network, and smart investors are here. Click to download Snowball mobile client http://xueqiu.com/xz]]>

?n=%E5%90%89%E6%99%AE%E8%B5%9B007&s=64 Gypsy 007

1. The wave-absorbing material I saw on Tuesday night was basically posted on the Planet of the Apes, with 2 minutes, one with a grand narrative, and one with Xinjinggang (vision).
It’s been a long time since I watched Leek Club, and I found that the headlines on Tuesday night were absorbing materials.
2 terminal materials, one upstream. According to the current cost of 400w for one fan, and 400 million for a 10mw machine in the future, it can only be said that Haifeng is a bit ill-fated. The cost is so high, and the owner is under great pressure. If it is implemented or partially implemented, there will be a lot of space. However, this is a special requirement. Is it inappropriate for the owner to pay the bill?

2. Carbon ceramic brake discs, this one has been concerned about a long time ago, and now it is frying again.
The previous post was empty and used for luxury cars of 700,000-800,000. Now the cost has dropped to 8,000, and 300,000 cars can be used. Now some new forces are selected to add 20,000.
The same is true for carbon ceramic brake discs, some people like bars. It is said that Tesla provides matching, but luxury cars are optional, adding 20,000 dollars, and domestic manufacturers can now offer a cost price of 10,000. The plan is for C-class cars. There are about 2 million domestic C-class cars per year, and the penetration rate reaches 10%. There is already a market of 2 billion. I didn’t say that more than 20 million vehicles should be equipped. After all, there are only more than 700 traditional brake discs.
There is something under the post
Web links

3. PET copper foil has a lot of information now, basically all major mainstream sellers have coverage, and the certainty is very strong.

4. Perovskite should be the first in the third-generation battery technology, and after scale, it should be stacked with perovskite. Really want to fry, equipment profit first. The trend of third-generation batteries and perovskite stacking is very certain. I think the interface technology is more critical, and the necessary time point for mass production has not yet reached.

5. Electroplating copper will be farther away from industrialization. It will fry low-end lithography machines. Yesterday, the seller pushed pcb ink. It’s still very early, and the direction is very certain, but I think several routes will exist with each other, such as silk screen, laser transfer and electroplating. It is said that silver-coated copper is not difficult.

6. Integrated die-casting led by Tesla, there are a lot of various research reports, and the performance can only be realized by the die-casting manufacturers of upstream and popular models (or you can make molds yourself and make money).

7. The robot Tesla led the way. After seeing a few, I found that there are many called Chuan, such as Huichuan, Hechuan, and Tongchuan. Is the prototype display 9-30? It’s crazy. Now, 1.5% of the robots came out yesterday, and I plan to pick them up today. It’s a bit like watching a play.

8. m3p
Lithium iron manganese phosphate, manganese source.

9. The high lithium price of sodium batteries has played a role in promoting the industrialization of sodium batteries. Two-wheeler, energy storage field.

There are other energy storage things. . .

Knowing so much, at first glance, it is a poor ghost, and it hurts old iron. [抠鼻]

There are 58 discussions on this topic in Snowball, click to view.
Snowball is an investor’s social network, and smart investors are here.
Click to download Snowball mobile client http://xueqiu.com/xz ]]>

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