The basic principle of photothermal power generation is to collect solar heat energy by using large array parabolic or dish-shaped mirrors, provide steam through heat exchange devices, and combine with the process of traditional turbogenerators to achieve the purpose of power generation. Photothermal and photovoltaic energy are both solar energy, but photothermal can effectively make up for the disadvantage of photovoltaic power generation at night, and photovoltaic power generation concept stocks are leading.
List of concept stocks of photothermal power generation:
1, changbao 002478: latest news after hours, closing price: 5.67 yuan, turnover: 66.3432 million yuan, net inflow of main funds:? -13.03 million yuan. Conceptual analysis: the company successfully won the order for Dubai photothermal heat exchange tube project, and the market share of HRSG tube, U-shaped heating tube, serpentine tube and photothermal tube is among the best.
2. Xizi Jieneng 002534: Product name: gas turbine waste heat boiler, dry quenching waste heat boiler, sintering machine waste heat boiler, cement kiln waste heat boiler and other waste heat boilers, hot water boilers, power station boilers (circulating fluidized bed boilers, pulverized coal boilers, blast furnace gas, etc.). ), auxiliary equipment of power station (high pressure heater, low pressure heater, deaerator and condenser), garbage incineration boiler, biomass boiler and natural gas boiler (L type). Boiler, molten salt absorber, molten salt heat exchanger, molten salt storage tank, low nitrogen combustion, SCRSNCR equipment, etc. , nuclear power equipment (nuclear power conventional island auxiliary equipment, civil nuclear grade II and III equipment), EP/EPC/PC project, heat transfer oil heat exchanger, petrochemical heat exchanger, seawater desalination device, gasifier (container, heat exchanger).
3. maiden voyage hi-tech 002665: latest news after hours, closing price: 4.32 yuan, turnover: 1595 1 1.9 million yuan, year-to-date increase: 20.67%. Conceptual analysis: Since its establishment, the company has been committed to the scientific and technological innovation of its main business, and completed the research and development of the domestic demonstration project of "50MW tower photothermal power generation heliostat hydraulic drive system". The first set of "300Mvar UHV camera oil system" in China, the first to develop a new product "Fan Lubrication Hydraulic System Device" in China, the first to develop a 5400KW large vertical mill hydraulic lubrication system exported to India, the first to develop a 7000KW central transmission lubrication system in China, and the first to develop a cement production line with a daily output of 5,000 tons and 1 10,000 tons in China. Development of the first domestic large-scale tubular mill to replace imported lubrication system, development of the first domestic TRT lubrication system for blast furnace waste heat power generation steam turbine, production and manufacture of the first domestic boiler parts of 6,543.8+0,000 kW power station unit, development of the first domestic large-scale heat exchanger for the 450,000-ton synthetic ammonia/800,000-ton urea ammonia condenser production line and the inlet and outlet heat exchangers of methanation furnace, development of the first domestic boiler burning pure alcohol waste liquid, and development of the winding heat exchanger, etc.
4. Zhenjiang Co., Ltd. 603507: The latest news after the closing of April 10, closing price: 38.6 yuan, up 6.28%, wrestling rate: 5.55%, P/E ratio (dynamic): 68.8 1, and transaction amount: 2984 1.33. Main business: design, processing and sales of wind power equipment, photovoltaic equipment parts and fasteners, offshore wind power installation and operation and maintenance services.
What are the leading stocks of the concept of photothermal power generation?
The leading stocks of thermal power generation are: Wujin Stainless 603878, An Cai Hi-Tech 600207, Jintongling 30009 1, SINOMACH 600444, Shi Lan Heavy Equipment 603 169, Changbao 002478, Changbao 002478 and Xizi Jieneng 002534, with high maiden voyage.
Leading photovoltaic power generation concept stocks
New energy plus energy storage constitutes a relatively complete power supply system, and energy storage is still the most beneficial link in the price reduction of photovoltaic wind power industry chain. According to the "Blue Book of New Power System Development" recently released by the Energy Bureau, during the accelerated transition period from now to 2030, the energy storage side will still mainly solve the daily regulation problems. The development of the system-friendly new energy station of "new energy+energy storage" will support its long-term development, and the configuration space and profitability of energy storage are expected to be gradually enhanced.
It is expected that in 2023, the policies and implementation rules of energy storage industry will be accelerated, and policies such as subsidies, demonstrations, energy storage polymerization applications, electricity reform and energy storage safety will be frequently introduced, and the application of new energy storage technologies will be better verified. The industry will continue to maintain a virtuous cycle of development, and the allocation space and profitability of energy storage are expected to gradually increase.
The market's confidence in industrial development also comes from the continuous decline in energy storage costs. It is understood that at present, the energy storage market has formed a development pattern in which lithium iron phosphate batteries are the main route, sodium batteries are rapidly optimized to form partial substitution, and various battery routes are supplemented. With the increasing demand for home storage and large-capacity storage, the progress of battery technology will promote the growth of energy storage industry.
"It is estimated that the cost of energy storage will be reduced by 30% in the next five years. In the next 10 year, the cost of energy storage will be reduced by 70% to 80%. " At the 12th China International Energy Storage Conference, Liu Yanlong, Secretary General of China Chemical and Physical Power Industry Association, said. Statistics show that in the past 10 years, the cost of lithium-ion batteries has dropped by more than 80%.
In addition, based on the demand of mandatory storage and distribution, energy storage installation is closely related to the installation rhythm of wind power photovoltaic. It is expected that the progress of wind power photovoltaic construction will be accelerated in 2023, which will also bring more demand to the energy storage market.
So what are our A-share energy storage concept stocks and energy storage leading stocks?
The following list of "energy storage concept stocks" is sorted by company market value:
1, BYD (002594): 10 entered the field of photovoltaic energy storage and now accounts for 5 1% of the US energy storage market, making it the largest battery energy storage supplier in the North American market.
2.GCL (0020 15): The company builds multi-scenario energy storage applications and "Chang 'e" series energy storage power stations. At present, 26MWh energy storage projects have been managed, among which Chang 'e 1 project is the largest single lithium battery energy storage project in China.
3. Yang Ming Intelligent (60 16 15): At present, the PCS products independently developed by the company have been put on the market, the energy storage system has received a number of external orders, and related businesses are being actively carried out.
4. Shanghai Electric (60 1727): In the field of energy storage, the company has laid out four major fields: lithium battery, flow battery, fuel battery and decommissioned battery system in stages and in different fields, and improved the three-electricity system. Leading the industry in the field of retired battery energy storage, and more than 10 demonstration projects have been built.
5. Shangneng Electric (300827): The company's energy storage converter related products have been widely used in photovoltaic+energy storage, wind power+energy storage and other fields.
6. Dongfang Risheng (300118): 65438+In August 2008, it is planned to purchase the 5 1% equity held by Bikang in cash, and the transaction price is13.99 million yuan, so the company cut into the field of energy storage.
7. Dongfang Electric (600875): The company has energy storage products, and the energy storage demonstration system of Jiuquan Photovoltaic Power Station runs well.
8. Sinochem International (600500): On August 26th, 2000, the interactive platform replied: The storage and charging integrated station project jointly built by the company and BMW in Qingdao has been put into operation, which can use the stored energy to charge social vehicles.
9. Zhongtian Technology (600522): The company's energy storage business is mainly distributed in large-scale energy storage systems, standby power supply for communication base stations, standby power supply exchange and other fields. At present, the customer groups include new energy operators, communication operators and State Grid.
10, Zhongheng Electric (002364): The company mainly provides cascade energy storage services for users, including centralized and distributed directions, and has launched container-type and distributed cabinet-type energy storage systems. At present, container energy storage systems have been applied in Jiangsu, Shanghai, Zhejiang, Shandong and other places, including 17, the first MWh industrial and commercial energy storage system project in China; At present, the company has certain technical advantages in the field of user-side cascade energy storage.
1 1, CLP Xingfa (002298): At present, the main business of Meineng Energy Storage Company, a subsidiary of the company, is household energy storage systems.
12, Jiuzhou Group (300040): The company's super lead-acid energy storage technology can realize off-peak electricity consumption.
13, Yiwei Lithium Energy (3000 14): The produced lithium-ion battery products are widely used in consumer electronics, electric power, energy storage and other fields; /kloc-in 0/7, its subsidiary Yiwei sainz was recognized as Guangdong Energy Storage Power Battery System Engineering Technology Research Center; With the completion of the square ternary battery factory in the first half of 18, the company's power battery production capacity will reach 9GWh, making it one of the few suppliers with comprehensive product solutions in the industry.
14, Polaroid (300 1 16): The company's products are mainly low-speed two-wheeled vehicles and energy storage.
15, Guancheng Datong (600067): Guancheng Ruimin developed a long-life ternary flexible battery for energy storage, providing high-quality supporting power supply for energy storage system customers. This product can be widely used in industrial enterprises, commercial buildings, energy storage charging stations and other places.
16. power supply (600405): the company's emergency power supply and energy storage products can be widely used in rail transit, petrochemical industry and civil buildings. Modular PC can be used for household energy storage, industrial and commercial peak shaving and grid-side peak shaving and frequency modulation, and is suitable for various application scenarios ranging from several kilowatts to several megawatts.
17, Gorgeous Family (600503): 17, 12.7. According to the announcement, Ningbo Moxi Technology Co., Ltd. (hereinafter referred to as "Ningbo Moxi"), a subsidiary of Gorgeous Family, is a share of Beijing Moxi Holding Group. The main contents of the contract are as follows: Implementation goal: to build an electronic grade graphene microchip production line with an annual output of 300 tons in 18 and realize stable operation. Breakthrough the low-cost large-scale production technology of high-quality graphene microchips, which can meet the application requirements of lithium-ion batteries and supercapacitors in key indicators such as layer number, conductivity ash and impurities, and realize near zero discharge of process wastewater; A series of graphene conductive paste products for energy storage were developed, and the application of graphene conductive paste products in 19 was realized at a scale of 10,000 tons. Derivative applications can be used in aerospace industry, semiconductor industry, photovoltaic industry, lithium-ion battery, new generation display, supercapacitor, chemical industry and composite materials.
18, Huazi Technology (300490): The company takes intelligent control, big data analysis and decision system and cloud service platform as core technologies, and provides users with standardized energy storage products and solutions based on key technologies of energy management system (EMS) and energy storage converter (PCS).
19, Huaxi energy (002630):18 September 13, Huaxi energy, Shenzhen wanzhao energy and Australia Lyon infrastructure construction investment co., ltd. signed the "on the supply of P 19 (or P 19 follow-up products) series of photovoltaic energy storage products.
20. Du Nan Power Supply (300068): the leader in many fields such as energy storage and lead resource regeneration in China; Energy storage power products and systems are widely used in new energy storage demonstration projects at home and abroad; The cumulative construction and transmission capacity of energy storage power stations exceeds 700MWh.
2 1. Jidian Co., Ltd. (000875): On March 20, 2023, it was announced that the company planned to set up a joint venture with Taihu Nenggu and Xinye Huacheng to invest in the construction of energy storage system projects on the power generation side, power grid side and user side.
22. Sifang Co., Ltd. (60 1 126): The company vigorously develops energy storage business, based on the advantages of existing products and technologies, improves the solutions and integration capabilities of energy storage products, continuously expands the sales scope of SVG, a power quality product, and achieves a breakthrough in the field of new energy core equipment.
23. Guo Xuan Hi-Tech (002074): one of the leading lithium battery enterprises; In recent years, Shanghai Electric Guo Xuanxin Energy Technology Co., Ltd. has long explored the domestic and international energy storage market, and its main business is energy storage batteries based on lithium titanate materials and materials, battery management systems, system integration and integrated power management systems.