With the increase of global energy demand and the rapid development of clean energy technology, the energy storage field, as an important part of the future energy industry, has attracted much attention from the market. This small series has compiled the concept stocks of energy Internet energy storage in 2023 for your reference. I hope it will help everyone!
Energy Internet energy storage concept stocks in 2023
Goodway (sh688390)
The company has long focused 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.
Hemai Stock (sh688032)
The company is mainly engaged in manufacturing and selling R&D, power conversion equipment, photovoltaic inverter, energy storage inverter and other 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)
Focus on the research and development, production and sales of power battery systems and energy storage systems for new energy vehicles, and strive to provide 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 and 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-power-generating" photovoltaic system solutions for families 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.
Deye shares (sh605 1 17)
The company has household frequency conversion products in new energy industry, heat exchanger products in traditional household appliances industry, dehumidifiers and other environmental protection electrical products. With the rapid development of home inverters, the company has formed a product matrix of energy storage, micro-grid-connected inverters and series inverters, which can provide photovoltaic inverter solutions for families and small enterprises. As the largest professional finned heat exchanger manufacturer in China, the company is an important supplier of Midea. Our own brand "Deye" dehumidifier benefits from the accumulated brand influence. For six consecutive years, Tmall's trading index and JD.COM's turnover index both ranked first in the industry.
Paineng technology (sh688063)
The company is a leading provider of energy storage battery systems, focusing on the research, development, production and sales of lithium iron phosphate batteries, modules and energy storage battery systems. The company's products can be widely used in power transmission, transmission, distribution and use, as well as communication base stations and data centers.
List of leading energy storage concept stocks:
1, the latest news of tuobang shares 002139: 65438+closing price on February 30: 10.37 yuan, up 0.39%, wrestling rate: 0.77%, P/E ratio (dynamic): 2 1.52. Business scope: "R&D, sales and production of electronic products, lighting appliances, various electronic intelligent controllers, power automation system equipment, motors and their intelligent controllers (branch operations); Technical development and sales of flowmeters, power batteries, power products, computer products, integrated circuits, sensors and software; Domestic trade (except franchised, specially controlled and monopolized goods), engaged in import and export business (except for items prohibited by laws, regulations and _ _ _ _ _ decisions, restricted items can only be operated after obtaining permission). "
2. The latest news of Xinpeng shares after 002328 hours: 65438+February 30th, closing in 5.0 yuan, with an increase of 0.2%, wrestling rate 1.25%, P/E ratio 13.78 and turnover of 35305400 yuan. Business scope: sales of special equipment for semiconductor devices, integrated circuits and electronic components, technical development, technology transfer, technical consultation and technical services in the technical field of integrated circuits, production and processing of computer network integrated cabinets, communication equipment and components (only operated by branches), production and processing of auto parts, copier parts, computer parts, auto parts, power tools, cold stamping, plastic molds, Sales of building decoration materials, hardware and electric materials, metal materials (except for special control), daily necessities, wood, precision metal fittings, photocopiers, machinery and equipment leasing, self-owned house leasing, property management, export business of self-produced products of the enterprise and import business of machinery and equipment, spare parts and raw and auxiliary materials needed by the enterprise (except for commodities and technologies whose import and export are restricted or prohibited by the state, the enterprise includes member enterprises controlled by the enterprise). (except for projects that need to be approved according to law, independently carry out business activities according to law with the business license).
3. Xizi Jieneng 002534: The latest news after the market closed at 14.48 yuan, with an increase of 0. 14% and a wrestling rate of 0.42%. Main business: consulting, research and development, production, sales, installation and general contracting of waste heat boilers, power station boilers, power station auxiliaries and industrial boilers.
4. Guidong Electric Power 6003 10: Main business: power production and sales and oil products business.
Listed companies involved in the energy storage industry chain are summarized as follows:
Energy storage integration: Zhongxing, Enliven, Hui Neng Science and Technology, Goldwind Science and Technology, Ke Rui, Baichuan and Tapai Group.
Vanadium energy storage: vanadium and titanium, Hyde.
Salt Cave Energy Storage: Keyuan Wisdom, Iceberg Cold and Hot, Dongfang Electric, Su Yan Shen Jing, Luyin Investment, Xuetian Salt Industry.
Energy storage PC:Costar, Ke Hua Data, Hong Sheng, Shangneng Electric, Deye, Kelu Electronics and New Scenery.
Energy storage technology: Suwen electric energy, power source, Shen Ling environment, Ankerui, Orpheus Data, Shangneng Electric, and Jinpan Technology.
Energy storage three musketeers stock
The National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) issued guidance on accelerating the development of new energy storage earlier, which pointed out that by 2025, the installed capacity of new energy storage will reach more than 30 million kilowatts.
1, Yi (300376): The company's main business is 5G+ smart power supply, data center and smart energy, and it is also the company's three strategic sectors. The company is committed to providing solutions and smart energy integrated solutions for the global digital industry;
2. Teruide (30000 1): There are more than 150 subsidiaries, and the main business of the group is three major fields: high-end box-type power equipment manufacturing, automobile charging ecological network and new energy microgrid;
3. Kelu Electronics (002 12 1) is a national key high-tech enterprise dedicated to providing core technologies and system solutions for smart energy and energy Internet.
Introduction of energy storage concept stocks
The concept stocks related to energy storage were born because of the implementation opinions issued by the National Development and Reform Commission and the Energy Bureau on April 2, 2023. In this document, it is indicated that it is possible to complete the commercialization of new energy storage in the early stage of industrial scale in 2025 and complete all aspects of social marketization in 2030. Many people don't know how to store energy. Energy storage is the storage of kinetic energy, and more importantly, the storage of electric energy. New energy storage is mainly to develop key technologies and facilities for new energy power supply system, which is of great practical significance for completing carbon neutral emission trading. In 2030, it is an important goal to complete the independent control of new energy storage technology and equipment and walk in the forefront of the world. Energy storage includes electric energy storage, thermal energy storage and hydrogen energy storage. Electric energy storage is the main way, and energy storage technology is completed through pumped storage power station and air compression. The new method is a method other than water pump energy storage. Energy storage related concept stocks and carbon neutral related concept stocks are a long-term engineering project, and this progress is good for individual stocks in the market.
The harm of stock trading
Stock trading is a high-risk and high-return investment and financial management method. For investors who have no experience or investment ability and poor professional knowledge, stock trading has the following hazards:
1, stock trading needs the support of professional knowledge and skills, otherwise it will be very unsuccessful and will suffer;
2. Stock trading is risky, and it is very easy to lose money when encountering a bear market or making incorrect decisions;
3. Stock trading is addictive, and it is deeply immersed in the psychological state of ups and downs, forming a vicious circle;
It is also very unwise to borrow money for stock trading, which will make investors heavily in debt.
Stock trading should follow the stock market, and the market trend of the stock market is determined by large and medium-sized institutions such as securities funds and foreign-funded enterprises. The core investment concept of an enterprise is value investment and long-term investment, and it mainly chooses companies that can generate long-term benefits, leading stocks in various industries, and high-growth or sustained and stable growth and high dividend-paying enterprise companies.