Sinoma's stock has overall potential, and the emerging industries created by Sinoma can bring greater income to the company and push the stock price up. However, if the long-term shareholding is not dominant, the trend is too weak and the short-term resistance is great. Obviously weaker than the index, the amount of energy is slightly insufficient.

I. Sinoma Technology

Sinoma is mainly engaged in the research and development, manufacturing, sales and service of fan blades. The downstream customers of the products are wind turbine manufacturers, and the end users are wind farm developers.

Second, the concept of the company

5G Concept MSCI China Standard & Poor's Concept Glass Ceramics Yangtze River Delta Wind Energy FTSE Concept State-owned Enterprise Reform Jiangsu Plate Energy Conservation and Environmental Protection Military Hydrogen Energy Fuel Cell Margin Financing and Securities Lending went deep into 500 deep stocks, new materials, new energy and smart wear CSI 500 lithium batteries.

Third, the company's advantages

1. Trend determination of electric vehicles;

The increase in demand for power batteries drives the growth of enterprise performance. The diaphragm production capacity of the company has expanded rapidly. By the end of 2020, the wet production capacity will reach 65.438+0.4 billion, and the recovery of the power battery market will drive the release of production capacity. From September 2065438 to September 2009, after the company acquired Hunan Zhongli, it cooperated with Sinoma Lithium Membrane to expand production and improve the supply capacity of lithium battery wet diaphragm, and the shipment volume increased significantly. Shandong Tengzhou Sinoma lithium battery membrane phase I project has four production lines with an annual output of 60 million square meters, and continues to invest 654.38+55 million yuan to start the second phase project with a production capacity of 408 million square meters. After completion, Sinoma lithium battery membrane will form a production capacity of 648 million flat base membrane and 240 million flat coating membrane. The total basement membrane production capacity of Hunan Zhongli original 16 line is 720 million square meters, and the wet basement membrane production capacity will increase to 960 million and120,000 square meters in 2020 and 2026 respectively.

2. The customer structure of the company is increasingly optimized.

Actively explore overseas markets. Domestic customers mainly aim at high-quality enterprises such as CATL, ATL and Yiwei Lithium Energy, and actively explore overseas markets. Hunan Zhongli focuses on tracking the Korean market, and its customers are mainly South Korea's SK and LG, and will cooperate with Samsung SDI later. We believe that Sinoma will pass the certification cycle of diaphragm supply chain in the next 2-3 years, and then it will have a long-term, stable and high-quality customer base. It is estimated that the company's wet diaphragm shipments will reach more than 500 million square meters in 2020, with a year-on-year increase of more than 25% and a market share of more than 20%.

3. Under the pressure of environmental protection, the wind power industry has broad prospects.

The installed capacity of wind power in recent three years is shown in the following figure. By June 30, 2020, the annual installed capacity was 6.32GW, and by June 30, 2020, the annual installed capacity was 18.29GW, which means that it will take 10 GW in the remaining two months to catch up with last year's level, so our basic judgment is that the total installed capacity in 2020 should be basically the same as last year.