Thanks to the "double carbon" vision and the promotion of technological innovation, the prosperity of the photovoltaic industry has been significantly improved. What are the concept stocks of high-growth potential stocks? So today, Bian Xiao is here to sort out the continuous high landscape of photovoltaic industry. Let's have a look!
Two new energy leaders work together.
On September 5, the A-share new energy sector collectively counterattacked, and the photovoltaic concept stocks such as Sunrise Oriental, Zhenjiang, Yujing and Luhong Steel Structure had daily limit. Maiwei shares, the leader of photovoltaic processing equipment, rose 15.95%. After continuous adjustment, the leading photovoltaic inverters such as Sunshine Power, Goodway and Hemai all increased by more than 7%.
According to the official news of Contemporary Amperex Technology Co., Ltd., a few days ago, Zeng Yuqun, the chairman of Contemporary Amperex Technology Co., Ltd., led a team to visit the headquarters of Sunshine Power Group, and the two sides formally signed a strategic cooperation agreement. According to the agreement, Contemporary Ampere Technology Co., Ltd. and Sunshine Power will give full play to their respective advantages and jointly explore the global optical storage integration market. Industry insiders judge that with the deep substitution of new energy for traditional energy, companies in the future industrial chain will carry out "cross-service" cooperation more and more frequently, and even become a major trend.
In addition, the State Council recently issued the Opinions on Supporting Shandong to Deepen the Transformation of Old and New Kinetic Energy and Promote Green, Low Carbon and High Quality Development. Support Shandong to vigorously develop renewable energy, build a 10 kW offshore wind power base, build a large-scale wind power photovoltaic base by using saline-alkali beaches in northern Shandong and coal mining subsidence areas in southwestern Shandong, and explore the integrated development model of distributed photovoltaic.
The revenue growth rate of photovoltaic equipment hit a ten-year high.
In the past few years, thanks to the "double carbon" vision and the promotion of technological innovation, the prosperity of photovoltaic equipment industry, which exists as a supporting industry of photovoltaic industry, has been significantly improved. In the first half of this year, the installed capacity of photovoltaics in China increased by 30.88GW, a year-on-year increase of 1.37%. The installed capacity of photovoltaic in the first six months of this year has exceeded the total installed capacity in the first ten months of last year. In July, the installed capacity of photovoltaics in China increased by 39% year-on-year, and the export of solar cells increased by 1 18.8% year-on-year. Due to the demand at home and abroad, the high prosperity of this industry can be sustained.
In the first half of the year, the photovoltaic equipment industry achieved revenue of 392.9 billion yuan and net profit of 46.9 billion yuan, up by 80% and 654.38+0.26% respectively. Industry revenue and net profit both hit record highs, with revenue growth reaching a new high in the same period of ten years and net profit growth reaching a new high in the same period of six years.
In a single quarter, the growth rate of revenue and net profit of photovoltaic equipment industry in the second quarter exceeded 130%, which is one of the fastest growing industries in the new energy segment.
Institutions have always been keen on the track with high prosperity, and the photovoltaic equipment industry, as one of the hottest new energy tracks, is highly sought after by institutions. According to data treasure statistics, at the end of the second quarter of this year, the total number of positions held by listed companies in photovoltaic equipment industry reached 1.77 million (not excluding repeated positions), and the market value of institutional positions approached trillion, both reaching the highest level in history.
At the same time, the two major sectors of funds, funds and financiers active in A-shares continued to increase. The data shows that at the end of the second quarter, the market value of the photovoltaic equipment industry with capital positions in the North exceeded 654.38+050 billion yuan, and the market value of financing customers reached 38.7 billion yuan, both hitting new highs in the same period of last year.
With the help of funds and institutions, the market performance of photovoltaic equipment industry is amazing. According to statistics, since the beginning of this year, the average share price of listed companies in this industry has increased by 14. 14%, far exceeding the Shanghai and Shenzhen 300 Index in the same period. Up to now, the market value of A shares in the photovoltaic equipment industry has reached 2.75 trillion, an increase of 47% over the end of last year.
Release of high-growth potential stocks
After several years of sustained high growth, can the high prosperity of photovoltaic equipment industry continue? East Asia Qianhai Securities believes that thanks to the large-scale application of technology, the battery production lines of Topcon, HJT, IBC, perovskite and other technologies have been accelerated to expand and put into production. With the reduction of related manufacturing and material costs, the production capacity of N-type batteries is expected to explode, which will create a broad space for the upgrading of photovoltaic equipment, and the industry prosperity will continue, and domestic leading photovoltaic equipment enterprises are expected to benefit.
Huaxi Securities said that the enhancement of the supply capacity of the photovoltaic industry chain will increase the upper limit of installed capacity. It is estimated that the global installed capacity will reach 250GW this year and 350 GW-400 GW； next year; In the medium and long term, under the background of global energy transformation, photovoltaic with good economy is expected to maintain rapid growth.
According to data treasure statistics, according to the unanimous forecast data of more than five institutions, there are 26 companies whose net profit growth rate is expected to exceed 20% in the next three years. Seven companies, including Dongfang Risheng, CITIC Bo, Aixu, Yuneng Technology, Zhonglai, Ayrton and Hemai, all exceeded the average growth rate of net profit predicted by institutions by twice.
Compared with the high point of the year, over 60% of the above 26 photovoltaic equipment companies with high growth prospects have a callback of more than 20%. Some high retracement companies obtain funds from the north and increase their positions by financing customers. According to data treasure statistics, since August, the net purchase amount of financing customers of Longji Green Energy and TCL Central has exceeded 300 million yuan. According to the average transaction price, Longji Green Energy, Deere Laser, Lianhong Xinke, Jinbo, Dongfang Risheng, etc. Since August, it has obtained more than RMB 1 billion from northbound capital. Longji Green Energy is the only company in which both the financing party and the northbound capital have increased their positions by over 100 million.