With the vigorous development of power tools, mobile phones and other related industries, the demand for batteries will continue to increase. In the future, batteries will actually be a main line of long-term development and progress. The following small series brings a list of the top ten battery concept stocks in 2023. Let's take a look at it together, hoping to bring some reference.

Top ten battery concept stocks list

Battery concept stocks include 664 listed companies such as Contemporary Ampere Technology Co., Ltd., BYD, Longji Green Energy, Great Wall Motor, Wanhua Chemical, Tongwei, Sunshine Power, Huichuan Technology, Yiwei Lithium Energy and SAIC.

Contemporary Ampere Technology Co., Ltd. (300750): The company is engaged in power battery system provider.

BYD (002594): The company's main businesses are new rechargeable batteries, photovoltaics, mobile phone parts and assemblies, traditional fuel vehicles and new energy vehicles.

Longji Green Energy (60 10 12): The company mainly deals with monocrystalline silicon rods and silicon wafers.

Great Wall Motor (60 1633): The company mainly manufactures SUVs.

Wanhua Chemical (600309): The company is mainly engaged in the production and sales of R&D, polyurethane series, petrochemical series, functional materials series and special chemicals series.

Tongwei shares (600438): The company's business includes aquatic feed and photovoltaic.

Sunshine Power Supply (300274): The company is engaged in photovoltaic inverter and wind energy converter.

Huichuan Technology (300 124): The company is engaged in R&D, producing and selling industrial automation products.

Yiwei Lithium Energy (3000 14): The company's main business is lithium primary batteries and lithium-ion batteries.

SAIC (600 104): The company is mainly engaged in the research and development, production and sales of complete vehicles (including passenger cars and commercial vehicles).

What are the leading stocks in the lithium battery sector?

1. Xinwangda: The company's lithium battery capacity ranks in the forefront of the industry and has been widely recognized by the industry in the field of new energy vehicles.

2. Peng Hui Energy: The company's lithium battery capacity is 6.5GWH, which occupies a leading position in the market together with Contemporary Amp Technology Co., Ltd. (300750, shares bar) and BYD (002594, shares bar).

3. Huayou Cobalt: The company's battery-grade lithium carbonate production capacity is 35,000 tons, with a market share of over 24%. At the same time, it has established in-depth cooperation with lithium battery giants such as BYD, LG New Energy and Ganfeng Lithium Industry (002460, shares it).

4. Shengxin Lithium Energy: The company is mainly engaged in the production of lithium series products. Is an early enterprise in the field of lithium salt in China, focusing on the development of lithium salt products based on lithium chemical products.

new energy vehicle

1. BYD: BYD is a comprehensive automobile manufacturing enterprise, mainly engaged in the research and development, manufacturing and sales of new energy vehicles.

The company is listed on Shenzhen Stock Exchange with stock code 360.

2. Beiqi Blue Valley: Beiqi Blue Valley is a wholly-owned subsidiary of BAIC Group, and Beiqi Blue Valley is one of the company's important shareholders.

3. Jianghuai Automobile: The company is mainly engaged in the infrastructure construction and supporting business of the automobile industry, mainly providing lightweight system products and services for domestic and foreign mainstream passenger car brand automobile manufacturers.

4. Jinbei Electrician: The company's main business includes electrical appliances, electrical buses, electrical vacuum, electrical pressure transmitters, electrical steel pressure, brushes, electrical tool steel, wires, brushes, wires, electrical appliances, electrical pipe fittings, electrical materials, wires and cables, electrical fasteners, electrical alloys and steel.

5. Jianghuai Automobile: The company is mainly engaged in the production and sales of electric cars, motorcycles, AC cars, auto parts and auto parts. The company's main products include pure electric passenger cars, high-power engines, pure electric buses, environmentally-friendly vehicles, environmentally-friendly electric vehicles, special vehicles, train wheels, automobile mechanical parts, complete vehicles, automobile parts, automobile instruments and accessories, and non-automobile industry supporting equipment.

Analysis of battery inventory

1, Contemporary Ampere Technology Co., Ltd. (300750): 65438+1October 27th news, as of 15, the share price of Contemporary Ampere Technology Co., Ltd. fell by 2.68% to 390.300 yuan; Within five days, the stock price fell by 5.82%, and the market value was 952.56438+600 million yuan. The financial report shows that in the second quarter of 2022, the company's operating income was 64.293 billion yuan; The net profit attributable to listed shareholders is 6.675 billion yuan; Fully diluted net asset income of 5.94%; Gross profit margin is 2 1.85%, and earnings per share is 2.88 yuan.

2. BYD (002594): 65438+1opening news on October 27th, BYD's latest offer was 255.000 yuan, down1.1%,and its share price fell1./kloc within three days. Since the beginning of this year, the growth rate has dropped by -6.27% and the P/E ratio is 240.57. The financial report shows that in the second quarter of 2022, the company's operating income was 83.782 billion yuan; The net profit attributable to listed shareholders is 2.787 billion yuan; Fully diluted net asset income of 2.9%; Gross profit margin 14.39% and earnings per share of 0.96 yuan.

3. Longji Green Energy (6010/2): 65438+10. On October 27th, it was reported that Longji Green Energy recently reported 50.350 yuan, up 0.84%. The turnover was 90.2625 million lots, with a total market value of 3.810.737 billion yuan. Longji Green Energy released its financial report for the second quarter of 2022, achieving an operating income of 3182.2 million yuan, a year-on-year increase of 65.36%, and a net profit of 38/kloc-0.70 billion yuan, a year-on-year increase of 53.23%; Earnings per share is 0.37 yuan.

4. Great Wall Motor (60 1633): 10/0 On October 27th, the share price of Great Wall Motor rose by 7. 13% in three days, with a market value of 268.353 billion yuan, up by 5.06%, and the latest price was 29.300 yuan. Great Wall Motor released its financial report for the second quarter of 2022, achieving an operating income of 285/kloc-0.50 billion yuan, a year-on-year increase of -7.45%, and a net profit of 3.967 billion yuan, a year-on-year increase of 65.438+0.09.97%; Earnings per share is 0.43 yuan.

5. Wanhua Chemical (600309):165438 on October 27th, Wanhua Chemical rose 0.93% to 83.200 yuan. Within five days, the stock price fell by 4.22%, with a market value of 2610.227 billion yuan. Wanhua Chemical released its financial report for the second quarter of 2022, achieving an operating income of 47.334 billion yuan, a year-on-year increase of 30.24%, and a net profit of 5.009 billion yuan, a year-on-year increase of-27.5%; Earnings per share 1.6 yuan.

6. Tongwei shares (600438):65438+ opening news1On October 27th, the share price of Tongwei shares rose by 0. 15% in five days, up by 9.69% this year, with the latest price of 47.080 yuan, with a turnover of 21470,000 yuan. Tongwei shares released the financial report for the second quarter of 2022, achieving an operating income of 35.654 billion yuan, a year-on-year increase of 123.6 1%, and a net profit of 7.029 billion yuan, a year-on-year increase of 231.83%; Earnings per share 1.56 yuan.

7. Sunshine Power Supply (300274):10/0 On October 27th, Sunshine Power Supply closed at 15, and the stock price was 133020 yuan, up 0.24%. Within 7 days, the stock price rose by 0.54%, with a total market value of197.56 million yuan. Sunshine Power released its financial report for the second quarter of 2022, achieving an operating income of 7710.40 billion yuan, a year-on-year increase of 58.6%, and a net profit attributable to the mother of 490 million yuan, a year-on-year increase of 3.221%; Earnings per share is 0.33 yuan.

8. Huichuan Technology (300 124): 10/0 On October 27th, Huichuan Technology's share price rose by 5.08% in five days, and it has dropped by -5. 14% this year. The latest price is 66.390 yuan, with a P/E ratio of 48. The financial report shows that in the second quarter of 2022, the company's operating income was 5,665,438,000 yuan; The net profit attributable to listed shareholders is 65.438+0.257 billion yuan; The income from fully diluted net assets is 7.51%; Gross profit margin is 37.9 1%, and earnings per share is 0.48 yuan.

9. Yiwei Lithium Energy (300014):10/0 On October 27th, Yiwei Lithium Energy's latest offer was 90.800 yuan, and its share price fell 1.32% within three days. Since the beginning of this year, the growth rate has dropped by -22.84% and the P/E ratio is 58.96. The financial report shows that in the second quarter of 2022, the company's operating income was 865,438+92 million yuan; The net profit attributable to listed shareholders is 838 million yuan; Fully diluted net asset income of 4.52%; Gross profit margin 15.96% and earnings per share of 0.45 yuan.

10, SAIC (600104):1kloc-0/On October 27th, SAIC's share price fell by 0.56% to close at 15 in seven days. The stock reported 14.330 yuan, up 1.2%. The financial report shows that in the second quarter of 2022, the company's operating income was 65,438+0,335,438+0 billion yuan; The net profit attributable to listed shareholders is 65.438+39.4 million yuan; Fully diluted net asset income of 0.5%; Gross profit margin is 9.56%, and earnings per share is 0. 12 yuan.

What are the energy storage concept stocks

The top ten leading military stocks are:

AVIC Xifei A-share stock code is 000768, and the issuer is AVIC Xi 'an Aircraft Industry Group Co., Ltd., which was listed on A-share on June 26th, 1997. At present, the total market value is 892.6 billion yuan.

AVIC A-share stock code is 0020 13, and the issuer is AVIC Electromechanical Systems Co., Ltd. ... The company was listed on the A-share market on July 5, 2004. At present, the total market value is 613.4 billion yuan.

AVIC Optoelectronic Company's A-share stock code is 002 179, and the issuer is AVIC Optoelectronic Technology Co., Ltd., which was listed on the A-share market on June 1 1 2007. At present, the total market value is 654.38+0022 billion yuan.

AVICa-share stock code is 02357, and the issuer is China Aviation Science and Technology Industry Co., Ltd., which was listed on A-share on June 30, 2003. At present, the total market value is 3.9174 billion yuan.

AVIC Shen Fei A-share stock code is 600760, and the issuer is AVIC Shen Fei Co., Ltd., which was listed on A-share on June 4, 1996. At present, the total market value is 654.38+0482 billion yuan.

The A-share code of Hangfa Power is 600893, and the issuer is China Hangfa Power Co., Ltd., which was listed on the A-share market on April 8, 1996. At present, the total market value is 654.38+056.4 billion yuan.

The A-share stock code of Hangfa Control is 000783, and the issuer is China Hangfa Control Power Co., Ltd., which was listed on the A-share market on June 20th, 1997. At present, the total market value is 36.4 billion yuan.

The A-share code of Torch Electronics is 603678, and the issuer is Fujian Torch Electronic Technology Co., Ltd., which was listed on the A-share market on February 20, 2007. At present, the total market value is 34 17 billion yuan.

Guangwei Composite A-share stock code is 300699, and the issuer is Weihai Guangwei Composite Co., Ltd., which was listed on the A-share market on February 5, 1992. At present, the total market value is 385.8 billion yuan.

The stock code of Aerospace Rainbow A shares is 002389, and the issuer is Aerospace Rainbow UAV Co., Ltd., which was listed on A shares on 200 1+0 1.30. At present, the total market value is 211600 million yuan.

What storage leading stocks are there?

Wanli (600847) lead-acid storage battery

Main battery industry: the company was formerly known as Chongqing Battery General Factory, with advanced battery research and development center and battery testing station in China.

Energy storage technology of Sifang power grid (60 1 126)

In 20 12, the company continued to maintain rapid growth in the field of energy storage and microgrid, and won the bid for a number of landmark projects such as Ali 10MW photovoltaic energy storage microgrid project in Tibet, microgrid energy storage project in Turpan National New Energy Demonstration Base in Xinjiang, and microgrid project in Wanshan Islands in Zhuhai, further consolidating the company's leading position in technology and market in the field of energy storage and microgrid. The company started the research and development of 35KV large-capacity STATCOM device, and it is expected to complete the product research and development in 20 13 years and put it on the market quickly. At the same time, the company actively participated in the related work of the national 863 project "Design of large-capacity energy storage system and its monitoring management and protection technology" led by China Southern Power Grid Corporation.

Camel (60 13 1 1) lead-acid battery

The company has been focusing on lead-acid battery manufacturing for more than 10 years, and has gradually grown into one of the leaders in the automotive battery industry.

Sanyang (002580) lead-acid storage battery

It was announced on August 3rd, 20654381day that the company successfully won the bid for the 7203MWP off-grid photovoltaic power station project of CGNPC Qumalai (the first bid section 10MWH, and the second bid section 107MWH), and the winning bid amount was about 30 million yuan. This project is by far the largest off-grid photovoltaic energy storage power station project in China, which adopts the company's container integrated lead-acid battery equipment. The winning bid of this project reflects the company's leading position in the new energy storage market and the product and technical advantages of the company's overall solution for new energy storage. This bid will have a positive impact on the company's business development and business performance in the field of new energy storage.

Wolong Electric (600580) Lead-acid Battery

The battery capacity in the new production area is twice that of the original one, reaching 2 million kva. At the same time, the company took advantage of the favorable opportunity of national environmental protection rectification to actively explore the start-up battery, power storage battery and lithium battery market on the basis of consolidating the backup battery market for communication.

Mengshi Technology (002684) Lead-acid Storage Battery

The company mainly exports high-end lead-acid batteries for motorcycle starting, and its production technology is in a leading position at home and abroad.

Siyuan electric (002028) Energy Storage Project

Shanghai Siyuan Energy Storage Technology Engineering Co., Ltd. has a total investment of 30 million yuan, and its business scope covers energy storage engineering design, energy storage equipment manufacturing and energy storage engineering general contracting. By setting up an energy storage company, the company takes advantage of siyuan electric's good customer relationship in power grid system and power generation system to undertake energy storage projects of new energy or smart grid in China.

Guang Zhi Electric (002 169) Energy Storage Project

The company signed a procurement contract with China Southern Power Grid Peak-shaving and FM Power Generation Company for the energy conversion system of China Southern Power Grid MW-class battery storage station 863 project demonstration project. The company purchased energy conversion system equipment and services from the company to implement the demonstration project of battery energy storage station 863 project.

Sifang (60 1 126) energy storage project

The company actively participated in the national 863 project "Design of large-capacity energy storage system and its monitoring management and protection technology" led by China Southern Power Grid Corporation.