2023 Battery Energy Storage Concept Stock List
What are the Battery Energy Storage Concept Stocks in 2023? Research and regularly publish new energy storage development scale, construction layout, scheduling operation, etc., to guide the new energy storage project scientific and reasonable investment and construction. The following is a list of battery storage concept stocks in 2023, let's take a look at it, hope to bring reference.
List of major leading energy storage companies:
Dragon 1, Crestec: the company's business has a data center key infrastructure products, solar photovoltaic power generation system products, electric vehicle charging systems, energy storage products, DC power supply products. Nearly 5 days Crestec shares rose 5.57%, the total market value rose 1.433 billion, the current market value of 25.732 billion yuan. 2023 shares fell -37.39%. March 24 news, Crestec on March 24, the main net inflow of 389 million yuan, the super-large single net inflow of 288 million yuan, the large single net inflow of 102 million yuan, the net outflow of retailers of 204 million yuan.
Dragon 2, Sheng Hong shares: the company's main business is power electronic equipment. In the last 5 trading days, Sheng Hong shares rose 3 days, during which the overall rise of 11.52%. Compared with five trading days ago, the market value of Shenghong shares rose 1.466 billion yuan, up 11.52%. March 24 news, Shenghong shares net capital inflow of 12.5875 million yuan, the oversized single net capital inflow of 8.820 million yuan, turnover 8.91%, turnover amounted to 877 million yuan.
Dragon 3, DEI shares: the company is engaged in the research and development, production and sales of environmental electrical products. Review of the last five trading days, Deye shares have 3 days down. During the period the overall decline of 4.2%, the highest price of 274.8 yuan, the lowest price of 256.06 yuan, with a total turnover of 15,180,500 lots. Funds flow data, March 24, the main funds net inflow of 5.58999 million yuan, super-large single net inflow of 25.4796 million yuan, large single net outflow of 19.8897 million yuan, retail funds net outflow of 35.8466 million yuan.
Dragon 4, DAYE intelligence: the company is engaged in electrical equipment. In the last 5 trading days, Daye Intelligence has risen on 3 days, with an overall increase of 6.03% during the period. Compared with 5 trading days ago, the market value of DAYE Intelligence rose by 155 million yuan, up 6.03%. March 24 news, DAYE Intelligence main net inflow of 1.265 million yuan, retail net outflow of 780,300 yuan.
Energy storage concept stock leading list:
1, Topband shares 002139: December 30 after-hours update, closed at: 10.37 yuan, up: 0.39%, fell hand rate: 0.77%, price-earnings ratio (moving): 21.52, turnover: 83.401 million yuan, year-to-date Gain: -44.37%, recent indicator tips ----. Business scope: "electronic products, lighting appliances, all kinds of electronic intelligent controller, power automation system equipment, motor and its intelligent controller R & D, sales, production (operated by the branch); flow meter, power batteries, power products, computer products, integrated circuits, sensors, software, technology development and sales; Domestic trade (does not include monopoly, monopoly control, monopoly Domestic trade (excluding monopoly, monopoly control, monopoly goods), import and export business (except for items prohibited by law, line ___ regulations, ___ decision, restricted items must obtain permission to operate)."
2, new penn shares 002328: December 30 after-hours update, closed at: 5.0 yuan, up: 0.2%, fell hands rate: 1.25%, price-earnings ratio (moving): 13.78, turnover: 35.305 million yuan, year-to-date gain: -14.82%, the recent indicators suggesting a short alignment. Business scope: semiconductor device special equipment, integrated circuits, electronic components sales, engaged in integrated circuit technology in the field of technology development, technology transfer, technology consulting, technical services, production and processing of computer network integration cabinet, communications equipment and components (only branch operations), production and processing of automotive parts, photocopier parts, computer parts, automobile and motorcycle parts, power tools, cold punching, Plastic mold, sales of building and decorative materials, hardware, metal materials (except for special control), general merchandise, wood, precision metal parts, copiers, mechanical equipment leasing, leasing of their own houses, property management, the enterprise's self-produced products for export and the enterprise's needs of machinery and equipment, spare parts, raw and auxiliary materials, import business (but the state limited to the company or prohibit the import and export of commodities and technology, except for the enterprise's holding member enterprises, including the enterprise's holding member enterprises. The enterprise includes the member enterprises of the enterprise holding). (In addition to projects subject to approval by law, with a business license to independently carry out business activities).
3, Xizi clean energy 002534: after-hours update, closed at: 14.48 yuan, up: 0.14%, fell hands rate: 0.42%. Main business: waste heat boilers, power station boilers, power station auxiliary engines, industrial boilers and other products consulting, research and development, production, sales, installation and general contracting business.
4, Guidong power 600310: main business: power production and sales and oil business.
Energy Storage Battery Concept Stocks
Vanadium Battery Advantage
Vanadium battery full name vanadium redox liquid flow battery, is a vanadium as the active material is a circulating flow of liquid redox battery.
The biggest advantage of vanadium battery is that the positive and negative redox pairs use the same element vanadium, and the electrolyte can be regenerated during long-term operation, avoiding the problem of cross-contamination that makes the capacity of the battery difficult to be restored; the electrochemical reaction kinetics of the positive and negative redox pairs of the all-vanadium flow battery is good, and a high power density can be achieved without an external catalyst. Moreover, the battery has no obvious hydrogen and oxygen precipitation side reactions during operation, and has excellent reliability.
Unlike lithium resources, China is a major vanadium resource country with the world's largest reserves, and in 20 years China's vanadium production accounted for 61.63% of the world's total vanadium production. National energy security is guaranteed and pricing power is in their hands.
Vanadium battery energy storage or drive vanadium demand rising rapidly. Under the background of "double carbon", the energy storage industry will usher in the rapid development of matching with clean energy. Vanadium battery with its own safety, environmental protection, ultra-long cycle times and other characteristics, in the context of the new policy, will become an important part of the electrochemical energy storage. 1GW vanadium battery with vanadium pentoxide about 10,000 tons, along with vanadium battery demand rise, vanadium resource supply or gradually tighten.
Policy support
While vanadium batteries in the past few years has not been too much attention from the market, but in the new energy planning, can be seen in its figure. Whether in 15 years and lithium batteries, fuel cells and other new batteries are included in the tax incentives, or 17 years included in the energy technology "13th Five-Year Plan", vanadium batteries have always been the object of favorable policy.
This year in the field of energy storage is set to make the market really concerned about vanadium batteries. 2023 July, the National Development and Reform Commission and the Energy Bureau issued "on accelerating the promotion of the development of new types of energy storage guidance", the document puts forward to adhere to the diversification of energy storage technology, promote the lithium-ion batteries, and other relatively mature new types of energy storage technology costs continue to decline and the commercialization of the scale of the application of the realization of vanadium batteries, such as liquid current batteries for long periods of time. Energy storage technology into the early stages of commercialization.
June 15, as the National Energy Board approved the construction of the first national large-scale chemical energy storage demonstration project, the Dalian liquid current battery energy storage and peaking power station is currently undergoing the final battery monomer debugging and system debugging stage, is about to be formally put into commercial operation in August this year.
Policy clear ternary lithium batteries shall not be used for medium and large-scale energy storage, vanadium battery demand growth or accelerate. National Energy Board on June 29 released "to prevent power production accidents in the twenty-five key requirements (2023 version) (draft)", clear "large electrochemical energy storage power plant shall not be used in ternary lithium batteries, sodium sulfur batteries, should not be used to select the gradient utilization of power batteries. The policy side of the energy storage safety requirements of further upgrading, or will make vanadium batteries based on liquid current batteries become an important way of medium and large energy storage, vanadium battery demand or accelerated growth.
In accordance with the "guidance on accelerating the development of new energy storage" policy development goals, 2025 to achieve a cumulative total of 30GW installed capacity of new energy storage, vanadium battery penetration rate of 20%, and the current both globally, or in China, vanadium battery penetration rate has just reached 1%. This means that in the next five years, vanadium batteries will rely on the penetration rate to usher in the first stage of the outbreak.
At the same time, it is also the first new listed company in Hunan in 2023.
Hunan Yuneng is a major domestic supplier of cathode materials for lithium-ion batteries, specializing in the research, development, production and sales of cathode materials for lithium-ion batteries. The company's main products include lithium iron phosphate, ternary materials and other lithium-ion battery cathode materials, currently focusing on lithium iron phosphate, which is mainly used in the manufacture of lithium-ion batteries such as power batteries and energy storage batteries, and ultimately applied to new energy vehicles, energy storage field, etc.
Hunan Yuneng has become the supplier of many famous lithium battery enterprises, such as Ningde Times, BYD, YWL, Hive Energy, Vision Power, Ganfeng Lithium, Ruipu Energy, Ningde New Energy, Nandu Power, ZTE Pai Energy, Penghui Energy, etc. The products of the company have been recognized by downstream customers.
And, new energy giants Ningde Times and BYD are also among the shareholders of Hunan Yuneng, with shareholdings of 10.54% and 5.27% respectively. In fact, in December 20, Hunan Yuneng increased its capital and introduced its main customers Ningde Times and BYD as strategic investors, constituting the company's related parties.
At the same time, Hunan Yulin's combined sales revenue to Ningde Times and BYD accounted for more than 90%, reaching 93.56%, 91.10% and 95.42%, respectively. Hunan Yurong explained that mainly because the company's products downstream lithium-ion battery industry market concentration is high, for the company, the introduction of Ningde Times, BYD as a strategic investor, is conducive to further consolidate the cooperative relationship with important customers, learning and reference to advanced management experience and better grasp of the industry development trend. Therefore, Ningde Times and BYD's strategic investment in shares and becoming a related party of the Company has a reasonable business background, which is conducive to multi-party cooperation***Win, and the Company's higher proportion of related sales to Ningde Times and BYD is also in line with the objective situation of higher concentration in the downstream industry.
Performance, 19 to 2023, Hunan Yuneng's revenue of 581 million yuan, 955 million yuan, 7.027 billion yuan; net profit of 57.37 million yuan, 46.23 million yuan, 1.175 billion yuan. Hunan Yuneng expects its revenue from January to June 2023 to be from 12.562 billion yuan to 13.959 billion yuan, representing an increase of 769.27% to 865.94% over the same period of the previous year, and net profit attributable to owners of the parent company to be from 1.354 billion yuan to 1.505 billion yuan, representing an increase of 548.96% to 621.13% over the same period of the previous year, and the net profit after deducting the non-recurring gain or loss attributable to owners of the parent company to be 1.375 billion yuan, and the net profit after deducting the extraordinary gain or loss to be 1.375 billion yuan. The net profit attributable to the parent company after extraordinary gains and losses will range from 1.353 billion yuan to 1.504 billion yuan, representing an increase of 560.35% to 633.84% over the same period of the previous year. The company expects a large increase in operating results from January to June 2023, mainly due to: the rapid development of new energy vehicles, energy storage market, lithium iron phosphate battery technology routes accounted for an increase in the proportion of the lithium iron phosphate anode materials market demand driven by a substantial increase; the company's production and sales scale is expected to increase significantly, lithium iron phosphate anode materials market prices rose by a large margin.
It is worth noting that Hunan Yuneng's shareholding structure is relatively decentralized, with no controlling shareholder and actual controller. But Xiangtan Electrochemical and Xiangtan Electrochemical's controlling shareholder Xiangtan Electrochemical Group holds 8.47% and 13.48% respectively.
Below is a brief introduction to some of the leading enterprises
Wo Mai shares (sh688032): the company is mainly engaged in photovoltaic inverters, storage inverters and other power conversion equipment and electrical complete sets of equipment and related products, research and development, manufacturing and sales business, of which photovoltaic inverters and related products, including micro-inverter and monitoring equipment, modular inverter and related products, including micro-inverter and monitoring equipment, modular inverter and related products. PV inverters and related products mainly include micro inverters and monitoring equipment, modular inverters and other power conversion equipment, shut-offs, distributed photovoltaic power generation systems, and electrical equipment and related products mainly include high-voltage switchgear, low-voltage switchgear, distribution cabinets and so on.
Renewable Technology (sh688348): Since its establishment, the company has been focusing on distributed photovoltaic power generation system in the component level power electronic equipment research and development, production and sales, is committed to household and industrial and commercial users to provide "safe, reliable, multi-generation" of photovoltaic system solutions. Under the background of global vigorously develop renewable clean energy, the company will give full play to the existing R & D and innovation advantages, industrial operation advantages, as well as globalization business layout and localization service advantages, continue to plough into the field of component-level power electronic equipment, accelerate the research and development of new products and new technologies, and continuously improve the ability of independent innovation, and consolidate and continuously improve the market share as a world-leading enterprise in the component-level power electronic equipment.
Goodway (sh688390): the company has long been focusing on solar energy, energy storage and other new energy power supply equipment research and development, production and sales, and is committed to the family, industrial and commercial users and ground power station to provide intelligent energy management and other overall solutions. The company is based on the conversion of new energy power supply equipment, energy storage conversion, energy management, to reduce electricity costs, improve the efficiency of electricity as the core of the energy complementary energy, energy value creation for the purpose of independent research and development, production, sales and service as one of the high-tech enterprises.
BYD (sz002594): The Group is mainly engaged in the new energy vehicle-based automotive business, cell phone components and assembly business, secondary rechargeable batteries and photovoltaic business, and at the same time actively expanding the field of urban rail transit business by utilizing its own technical advantages. As a pioneer and leader in the global new energy automobile industry, the Group has built up a long-term and sustainable core competitive advantage through continuous technological innovation by virtue of its strong technological accumulation in the fields of power batteries, motors, electronic control, etc., which has laid a foundation for the Group's leading position in the global new energy automobile industry and accelerated the process of transformation and upgrading of the global automobile industry.
Ningde Times (sz300750): Ningde Times specializes in the research, development, production and sales of power battery systems and energy storage systems for new energy vehicles, and is committed to providing first-class solutions for global new energy applications. The company has core technology advantages and sustainable R&D capabilities in key areas of the industry chain, such as battery materials, battery systems and battery recycling, and has formed a comprehensive and perfect production and service system.
De industry shares (sh605117): the company has a new energy industry household inverter products, traditional home appliance industry heat exchanger products, dehumidifiers and other environmental appliances products. The company's household inverter development is rapid, has formed energy storage, micro grid-connected and string grid-connected inverter three categories of products alongside the product matrix, can provide residential, small industrial and commercial PV inverter solutions. As the largest professional finned heat exchanger manufacturer in China, the company is an important supplier of Midea. Our own brand "DEYE" dehumidifiers have been ranked first in the industry for six consecutive years in Tmall's transaction index and Jingdong's turnover index thanks to our accumulated brand influence.