Photovoltaic industry sustained high view, potential stocks out (with shares)
Benefit from the "dual-carbon" vision and technological innovation to promote the photovoltaic industry boom enhancement is significant, high-growth potential stocks out of what conceptual stocks? Then today I am here to organize the PV industry continued high view, let's take a look together!
Two new energy leaders join forces
September 5, A-share new energy plate collective counterattack, photovoltaic concept stocks such as Sunrise Oriental, Zhenjiang shares, Yu Jing shares, Honglu steel structure and other stops. Photovoltaic processing equipment leader Mai for shares rose 15.95%. After continuous adjustment, photovoltaic inverter leading sunlight power, solid Dewei, Wo Mai shares rose more than 7%.
According to the official micro message of Ningde Times, a few days ago, the chairman of the board of directors of Ningde Times, Mr. Zeng Yuchun, led a team to visit the headquarters of the Sunny Power Group, and the two sides formally signed a strategic cooperation agreement. According to the agreement, Ningde Times and Sunny Power will give full play to their respective advantages, and work together to develop the global optical storage integration market. Industry insiders judge that, along with the new energy to the depth of traditional energy substitution, the future industry chain companies to "cross-service" cooperation will become more and more frequent, and even become a major trend.
In addition, the State Council recently issued "on the support of Shandong to deepen the conversion of old and new energy to promote green, low-carbon and high-quality development of the views". Support Shandong vigorously develop renewable energy, to create ten million kilowatts of deep sea offshore wind power base, the use of saline and alkaline mudflats in northern Lu, coal mining subsidence areas in southwestern Lu, such as the construction of large-scale wind power photovoltaic bases, and to explore the integration of distributed photovoltaic development model.
Photovoltaic equipment revenue growth rate hit a ten-year high
Over the past few years, benefited from the "dual-carbon" vision and technological innovation to promote the photovoltaic industry as a support industry and the existence of photovoltaic equipment industry boom degree to enhance significantly. In the first half of this year, the domestic new photovoltaic installed capacity of 30.88GW, a year-on-year growth of 137%. The first six months of this year's photovoltaic installed capacity has exceeded the first ten months of last year and installed. July China's new photovoltaic installed capacity increased by 39% year-on-year, solar cell exports increased by 118.8% year-on-year, domestic and foreign demand **** vibration of the industry's high boom continued.
In the first half of the photovoltaic equipment industry revenue of 392.9 billion yuan, net profit of 46.9 billion yuan, respectively, an increase of 80%, 126%. Industry revenue and net profit hit a record high, revenue growth rate for the same period in ten years, net profit growth rate for the same period in six years.
Single-quarter view, photovoltaic equipment industry in the second quarter revenue and net profit growth rate of more than 130%, is one of the fastest growth rate of new energy segments of the industry.
Institutions have always been keen on high boom track, photovoltaic equipment industry as one of the hottest new energy track, highly sought after by institutions. Data treasure statistics, at the end of the second quarter of this year, the photovoltaic equipment industry listed companies in the position of the agency reached a total of 17,700 (not excluding duplicate positions), the market value of the agency's position is close to one trillion, have reached the highest level in history.
At the same time, the A-share two big active funds northward funds, financing customers also continued to increase. Data show that at the end of the second quarter, the north of the funds position in the market value of the photovoltaic equipment industry exceeded 150 billion yuan, the financing of the market value of the customer's position reached 38.7 billion yuan, are record high for the same period of the previous year.
Boosted by funds and institutions, the photovoltaic equipment industry market performance is stunning. Data treasure statistics, since the beginning of this year, the industry listed companies share price average gain reached 14.14%, far more than the same period of the CSI 300 index. As of now, photovoltaic equipment industry A stock market value reached 2.75 trillion, an increase of 47% over the end of last year.
High-growth potential stocks out
After a few years of sustained high growth, photovoltaic equipment industry high boom can continue? East Asia Qianhai Securities that, benefiting from the scale of the application of technology, TOPCon, HJT, IBC, Calcium titanium ore and other technologies of the battery production line expansion, put into operation faster, with the related manufacturing and material costs down, N-type cell capacity is expected to usher in the outbreak will create a wide range of photovoltaic equipment replacement space, the industry boom will continue, the domestic photovoltaic equipment leading enterprises are expected to benefit.
Huaxi Securities said that the enhancement of the supply capacity of the photovoltaic industry chain will increase the installed capacity ceiling. This year, the global installed capacity is expected to reach 250GW, next year is expected to reach 350GW-400GW; in the medium and long term, in the context of the global energy transition, with better economic PV is expected to maintain rapid growth.
Data treasure statistics, according to more than 5 institutions consistent forecast data, the next three years net profit growth rate is expected to exceed 20% of the company has 26. 7 companies were predicted by the agency net profit growth rate of double the average value, including the Orient Sunrise, CITIC Bo, AiXu shares, Renegade Technology, in the shares, Yamaton, Wo Mai shares, and so on.
The latest closing price compared with the high point of the year, the above 26 is expected to high growth in photovoltaic equipment companies, more than 60% of the company retraced more than 20%. Part of the high retracement of the company to obtain northward funds, financing customers to increase positions. Data treasure statistics, LONGi green energy, TCL in the ring since August financing customers net buy more than 300 million yuan. According to the average price of the interval transaction, LONGi green energy, Dier laser, Lianhong Xinke, Jinbo shares, Dongfang Sunrise, etc. since August has been the north of the funds to increase the position of more than 100 million yuan. LONGi green energy is the only one during the period of financing customers and northward funds are more than 100 million yuan of the company.