1, Baoxin Technology
The current price of 16.60 yuan, Gross profit margin: 23.87% ; total market value: 9.197 billion, turnover rate: 32.71%
Core theme:
Fundamental analysis: the company's main business for precision CNC sheet metal manufacturing, intelligent equipment manufacturing, thermal power flexibility peak business and environmental protection business. The company's main products are sheet metal structures designed and produced from raw materials such as steel sheets, stainless steel sheets, aluminum sheets and copper sheets, which are mainly supplied to end-product manufacturers in the fields of electric power, telecommunications, medical care, finance and new energy. The company is the supplier of many world-famous enterprises, and has established a good relationship with them, the products are exported to Europe, the Americas, Southeast Asia and other places, the sales area involves more than ten countries and regions.
Technical analysis: Baoxin Science and Technology The stock main fund inflow, the trend of good, short-term in the opportunity area, the daily golden cross. strong> HJT battery + Tesla + new energy vehicles + TOPCON battery
Fundamental analysis: the company's main business for the high-end intelligent complete sets of equipment research and development, design, manufacturing, sales and service. The company's main products are component intelligent equipment, battery intelligent equipment, silicon intelligent equipment, whole plant solutions, a full set of intelligent packaging intelligent complete sets of equipment. The company has applied for the State Intellectual Property Office has been accepted by the invention, new type of utility patents, such as *** counted 102, 6 software copyrights.
Technical analysis: Jingshan light machine The stock main fund inflow, the trend of the medium line is good, short-term in the opportunity area, the stock into the long market, the probability of short-term rise in stock prices.
3, Ming Pu optical magnetic
The current price of 19.35 yuan, Gross profit margin: 11.63% ; total market value: 4.063 billion, turnover rate: 36.16%
Core theme: The first half of the year, the first half of the year, the first half of the year, the first half of the year, the first half of the year, the first half of the year, the first half of the year, the first half of the year.
Fundamental analysis: the company is mainly engaged in the field of network communication communication magnetic components, communication optoelectronic components R & D, production and sales. The company mainly produces communication magnetic components, communication photoelectric components, communication power supply system equipment and communication power four categories of products.
Technical analysis: Ming Pu photomagnetism The stock main fund inflow, the trend of good, short-term in the opportunity area, strong upward process, you can buy low, do not consider short. Strong> BYD concept + new energy vehicles + energy storage + MSCI concept
Fundamental analysis: the company is mainly engaged in new energy vehicles and traditional fuel vehicles in the automotive business, cell phone components and assembly business, secondary rechargeable batteries and photovoltaic business, and to actively expand the urban rail transit business areas. The company's main products are secondary rechargeable batteries and photovoltaic, cell phone components and assembly, automotive and related products. BYD is a global leader in the field of new energy vehicles.
Technical analysis: not recommended for the time being to enter the field, outside the field to wait and see (there is a daily golden cross phenomenon)
5, GCL integration
The current price of 4.14 yuan, Gross profit margin: 6.95% ; total market capitalization: 24,220 million, changeover ratio: 2.98%
Core Themes: Energy Storage + PV Concept + HJT Battery + MSCI Concept + S&P Dow Jones A Shares
Fundamental Analysis: The company is mainly engaged in the high-efficiency battery module, energy engineering, integrated energy system integration and other related products, research and development, design, production, sales and One-stop service. It mainly specializes in the production of various types and specifications of solar modules, supporting the production and installation of solar energy user systems, solar lights and other solar energy products and projects. After nearly 30 years of precipitation, the "GCL" brand has been ranked first in China's new energy industry for many years, and has been ranked first among the top 500 global new energy enterprises for many years.