New energy is definitely one of the focuses of attention in recent years. New energy covers a wide range, including energy itself, transportation, use and products of new energy. Among them, new energy vehicles, salt lake lithium extraction, rare earth, lithium ore, power batteries, lithium ferrous phosphate, lithium batteries and other concept stocks may be the hottest. Let's take a look at the leading stocks of new energy vehicle batteries!
New energy automobile battery leading stock
1 Longji shares: single crystal photovoltaic product manufacturer, mainly engaged in research and development, production and sales of single crystal silicon rods, silicon wafers, batteries and components. The main products are solar module and batteries, silicon wafers and rods, power station construction and services, and electricity.
2 Tianqi Lithium Industry: The main business of Sichuan Tianqi Lithium Industry Co., Ltd. is the production, processing and sales of lithium concentrates and lithium chemical products. The company's main products are lithium ore, lithium compounds and derivatives.
BYD: The leading stock of new energy vehicles, mainly engaged in automobile business including new energy vehicles and traditional fuel vehicles, mobile phone parts and assembly business, rechargeable batteries and photovoltaic business. The company's main products are rechargeable batteries and photovoltaic cells, mobile phone parts and assemblies, automobiles and related products.
Sunshine power supply: a high-tech enterprise focusing on the research and development, production, sales and service of new energy power supply equipment such as solar energy, wind energy, energy storage and electric vehicles. The main products are photovoltaic inverters, wind power converters, energy storage systems, new energy vehicle drive systems, surface photovoltaic equipment and smart energy operation and maintenance services.
Dang Sheng Science and Technology: Its main business is technical research, production and sales of multicomponent materials, lithium cobaltate and other cathode materials and multicomponent precursors. Its main products are multicomponent materials, lithium cobaltate and intelligent equipment.
6 Zhonghuan Shares: The main business is mainly silicon materials, focusing on the research and development and production of monocrystalline silicon, and involved in semiconductor plate, solar plate, photovoltaic power generation plate, financial plate and other aspects.
Goldwind Technology: engaged in wind turbine manufacturing, wind power service, wind farm investment and development, water affairs and other three major businesses.
Pilot intelligence: engaged in the design, production and sales of R&D and high-end non-standard intelligent equipment. It mainly provides equipment and overall solutions for manufacturers of energy saving, environmental protection and new energy products such as thin film capacitors, lithium batteries and photovoltaic cells/components.
9 Ganfeng Lithium Industry: Its main business is the research and development, production and sales of various deep-processed lithium products, and it is a leading enterprise in the lithium industry.
654.38+00 billion Wei Li-ion battery: Its main business is the research, development, production and sales of consumer batteries (including primary lithium battery, small lithium-ion batteries and ternary cylindrical batteries) and power batteries (including new energy automobile batteries, battery systems and energy storage batteries). Its main products are lithium primary batteries and lithium ion batteries, which have advantages in technological innovation.
The following is a brief introduction to some leading enterprises.
Hemai Co., Ltd. (sh688032): The company is mainly engaged in R&D, manufacturing and sales of power conversion equipment such as photovoltaic inverter and energy storage inverter, and complete sets of electrical equipment and related products, among which photovoltaic inverter and related products mainly include micro inverter and monitoring equipment, modular inverter and other power conversion equipment, disconnectors and distributed photovoltaic power generation systems, and complete sets of electrical equipment and related products mainly include high-voltage switchgear, low-voltage switchgear and distribution cabinets.
Contemporary Ampere Technology Co., Ltd. (sz300750) focuses on 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 technical advantages and sustainable research and development capabilities in key areas of the industrial chain such as battery materials, battery systems and battery recycling, and has formed a comprehensive and perfect production service system.
Yuneng Technology (sh688348): Since its establishment, the company has been focusing on the research, development, production and sales of component-level power electronic equipment in distributed photovoltaic power generation systems, and is committed to providing "safe, reliable and multi-generating" photovoltaic system solutions for home and industrial and commercial users. Under the background of vigorously developing renewable energy and clean energy in the world, the company will give full play to its existing R&D and innovation advantages, industrial operation advantages, global business layout advantages and localized service advantages, continue to deepen the field of component-level power electronic equipment, accelerate the research and development of new products and technologies, continuously improve its independent innovation capability, and consolidate and continuously enhance its market share as a leading international component-level power electronic equipment enterprise.
North Huachuang (sz00237 1): The company is mainly engaged in the research and development, production, sales and technical services of basic electronic products, and its main products are electronic process equipment and electronic components. Electronic technology and equipment, including semiconductor equipment, vacuum equipment and new energy lithium battery equipment, are widely used in integrated circuits, semiconductor lighting, power devices, MEMS, advanced packaging, photovoltaic cells, flat panel displays, vacuum electronics, new materials, lithium-ion batteries and other fields. In terms of electronic components, based on more than 60 years of component technology accumulation, the company has established a perfect R&D system for new products and new processes, and the technical level of products has been continuously improved. We have developed and produced a series of high-precision electronic components such as resistors, capacitors, crystal devices, microwave components, modular power supplies and hybrid integrated circuits, which are widely used in high-precision, high-precision and special industries such as precision instrumentation and automatic control.
Goodway (sh688390): The company has long been focusing on the research, development, production and sales of new energy supply equipment such as solar energy and energy storage, and is committed to providing smart energy management and other overall solutions for families, industrial and commercial users and ground power stations. The company is a high-tech enterprise integrating independent research and development, production, sales and service based on the transformation of new energy power supply equipment, energy storage transformation and energy management, with the core of reducing electricity cost and improving electricity efficiency, and with the purpose of complementing energy and creating energy value.
BYD (sz002594): The Group is mainly engaged in automobile business, mobile phone parts and assembly business, rechargeable batteries and photovoltaic business, mainly focusing on new energy vehicles. At the same time, we will actively expand the urban rail transit business by using our own technological advantages. As a pioneer and leader in the global new energy automobile industry, the Group has built a long-term and sustained core competitive advantage through continuous technological innovation, established its leading position in the global new energy automobile industry, and accelerated the transformation and upgrading of the global automobile industry.
The leading stocks of listed companies of new energy power batteries are:
Contemporary Ampere Technology Co., Ltd. (300750): the leading stock of new energy power battery. In the fourth quarter of 2023, Contemporary Ampere Technology Co., Ltd. realized operating income of1182.54 million yuan, net profit of1265,438+75 million yuan, earnings per share of 5.45 yuan and P/E ratio of 30.68.
The leading manufacturer of energy storage equipment, the world's leading supplier of new energy power battery systems, is a supplier of Tesla battery systems. In the last three years, the operating income has increased by 57% every year, and the growth ability is super strong; In the past five years, the return on equity has been 24%. The new energy industry is in the hottest stage of high prosperity, which is also in line with the development trend of the world energy system in the future. Contemporary Ampere Technology Co., Ltd. still has room for development in the future.
In the past five trading days, the stock price has dropped by 0.08%, the highest price is 237.33 yuan, the total market value has dropped by 835 million yuan, and the current market value is 1.0 1 trillion yuan.
BYD (002594): the leading stock of new energy power battery, BYD's quarterly report in the fourth quarter of 2023 shows that the company's total operating income1563.73 billion yuan, a year-on-year increase of120.4%; The net profit was 7.273 billion yuan, a year-on-year increase of114.3%; The basic earnings per share is 2.5 1 yuan.
In the past five trading days, BYD's overall decline was 1.92%, with the highest price of 262.97 yuan and the lowest price of 249.55 yuan, and its total market value fell by14.235 billion yuan.
New energy power battery concept stocks include:
Lv Chang shares: On May 9th, it was reported that the share price of Lv Chang shares rose by 4.44% in seven days, with the latest price of 4.050 yuan and P/E ratio of -8.58.
GEM: According to the latest intraday news on May 9, the share price of GEM fell by 2.07% within 5 days. As of 1 1: 26, the stock reported 6.750 yuan, up 0.74%.
Gaolan shares: According to the intraday news on May 9, the share price of Gaolan shares fell by 14.23% in five days, with an increase of 45.53% since this year. The latest report was 18.95438+00 yuan, and the transaction was1558 million yuan.
New energy leading stocks rank in the top ten (according to the ranking of the top ten photovoltaic enterprises in China).
1, 1, Longji shares: new energy faucet.
2. The company plans to set up a new holding subsidiary in Taizhou New Energy Industrial Park as the main investor to implement the project, which is mainly responsible for purification and decoration, electromechanical installation engineering and equipment procurement and installation. The project company will invest about 2.4 billion yuan.
3, 2, Tianqi Lithium Industry: a new energy leader.
4. The world's leading supplier of new energy materials with lithium as the core, the second largest lithium producer in the world and the largest lithium producer in Asia; Tellison, its subsidiary, owns the world's largest reserves and the best quality spodumene mine being mined; Mainly engaged in hard rock lithium mine resources development, lithium concentrate processing and sales and lithium chemical products production and sales; In 18, the income of lithium mines was 2.202 billion yuan, and the income of lithium compounds and derivatives was 40.4 1 100 million yuan, accounting for 99.97% in total.
5. Contemporary Ampere Technology Co., Ltd.: a new energy leader.
6. Tengshi New Energy Department is a joint venture company established by BYD Auto Industry Co., Ltd. and Daimler Greater China Investment Co., Ltd., mainly engaged in domestic high-end electric vehicles.
7, 4, BYD: the new energy leader.
8.5. In order to enhance the comprehensive market competitiveness of BAIC new energy automobile products, Contemporary Ampere Technology Co., Ltd. and BAIC New Energy established a joint R&D team to carry out in-depth cooperation on new power battery packs.
9.6. Putailai shares 603659, the latest share price 150.67 yuan, the total market value 1046.3 1 100 million yuan, the increase in the past year 103.438+0%.
10,17165438+1announced on the evening of October 30th that the company intends to increase capital to Shandong Xingfeng New Energy Technology Co., Ltd. and acquire 5 1% equity of Xingfeng New Energy. ..
165438+
12. The company's foreign investment this time is to improve the industrial chain layout of anode material production, processing and manufacturing technology, and gain the technical and cost advantages of graphitization processing.
In the interim reports of 13 and 2 1, the company's revenue was 3.923 billion yuan and its net profit was 774.8699 million yuan, up 293.93% year-on-year.
14, 7, China nuclear power stock 60 1985, the latest share price is 5.89 yuan, and the total market value is10281600 million yuan, an increase of 30.89% in the past year.
In the interim reports of 15 and -2 1, the company's revenue was 29.773 billion yuan and its net profit was 4,47410/800 yuan, up 46.23% year-on-year.
Top ten leading enterprises in new energy and electric power
1, Leshan Electric Power, code 600644, Leshan Electric Power Co., Ltd.
2. Solar energy, code 00059 1, China Energy Saving Solar Energy Co., Ltd. ..
3. Jinkai Xinneng, code 60082 1, Jinkai New Energy Co., Ltd.
4. Huayin Electric Power, code 600744, Datang Huayin Electric Power Co., Ltd.
5. Jiangsu Xinneng, code 603693, Jiangsu New Energy Development Co., Ltd.
6. Three Gorges Water Conservancy, code 600 1 16, Chongqing Three Gorges Water Conservancy and Electric Power (Group) Co., Ltd.
7. Funeng shares, code 600483, Fujian Funeng Co., Ltd.
8. Guidong Electric Power, code 6003 10, Guangxi Guidong Electric Power Co., Ltd.
9. Jiaze Xinneng, code 60 16 19, Ningxia Jiaze New Energy Co., Ltd.
10, Xichang electric power, code 600505, Sichuan Xichang electric power co., ltd.