① Energy storage+photovoltaic+sodium ion battery+lithium battery+new energy vehicle+lithium mine+Tesla! This company's lithium battery subdivision products are shipped in the top three in the world, deeply binding BYD and Contemporary Amperex Technology Co., Limited. Analysts estimate that the annual revenue will exceed 51 billion and PE will only be 11 times, and agreements such as ternary precursor cooperative development will be signed; ② Energy storage inverter+virtual power plant+photovoltaic+wind power+lithium battery+new energy vehicle+Tesla+charging pile+Contemporary Amperex Technology Co., Limited! This company has the largest market share of lithium battery energy storage in China, and has been approved for the virtual power plant science and technology project of Shenzhen Science and Technology Commission. The core components of energy storage are widely used in the world.

GEM: signed an agreement with Xiamen Tungsten New Energy on cooperative development of new generation ternary precursors.

GEM announced that the company signed an agreement on cooperative development of new generation ternary precursor products with Xiamen Tungsten New Energy. According to the agreement, the company carried out the design and development of new generation precursor products (including high-voltage ternary precursors, quaternary precursors, ultra-high nickel and low cobalt precursors, cobalt-free precursors and other new precursor products) according to the agreed schedule. In 2111,

Comments: According to public information, Gemei is a global leading enterprise in recycling ternary precursors of lithium batteries, cobaltosic oxide and waste resources. Last year, the company shipped 91,111 tons of ternary precursors and 6,111 tons of cobaltosic oxide, ranking the top three in the global market. In addition, ultrafine cobalt powder shipped 4161 tons last year, ranking first in the world industry. Among them, ternary precursors are bound to downstream customers such as BYD and Contemporary Amperex Technology Co., Limited, and become indirect suppliers of Tesla through Korean ECORPO Company.

according to the restricted stock incentive plan for 2122 recently disclosed by the company, the accumulated income in 2122-2124 reached RMB 111.6 billion. According to the profit forecast and valuation of Zeng Duohong and others, it is estimated that the company's operating income will be 52.597 billion yuan in 2124, and the PE will be 11.85 times in 2124.

At the same time, GEM recycles the retired power batteries of new energy vehicles, and builds a battery recycling system under the integrated construction. At present, the company's cascade battery pack products are mainly used in two-wheeled vehicles, household energy storage, small energy storage (solar street lamps, etc.) and other fields. Last year, the existing recycling outlets exceeded 211, making it the absolute leader in power battery recycling in the industry. At the same time, the company is also actively studying the recycling technology of photovoltaic solar module.

GEM had planned 51,111 gold tons of wet-process nickel smelting capacity with Ningde and Qingshan, and Zeng Duohong and others expected to contribute 311 million yuan+profit this year. With the continuous release of nickel self-supply capacity for 23 years, it is still expected to contribute 811 million yuan+profit.

In addition, GEM is actively building urban mines of nickel, cobalt and lithium, and plans to recover more than 21,111 tons of lithium carbonate in 2126, becoming the core miner of lithium in urban mines around the world.

Kelu Electronics: The large-scale application of the company's energy storage core components, such as PCS, BMS and EMS, will increase the production capacity and actively expand the European and American markets.

Kelu Electronics announced the record announcement of investor relations activities, and the company's energy storage projects cover a variety of application scenarios, such as joint frequency modulation of thermal power plants, supporting energy storage of new energy, peak shaving at power grid side, valley filling arbitrage at user side, microgrid and so on. Since 2119, the company has been involved in the field of energy storage, and has laid out and operated a number of benchmark projects. In addition to batteries, the company's energy storage core components are independently developed and produced, including PCS, BMS, EMS, etc., which are widely used in large-scale energy storage projects around the world and highly recognized by customers.

Comments: According to public information, Kelu Electronics entered the photovoltaic and energy storage market earlier, has the optical storage inverter technology with completely independent intellectual property rights, and is committed to the research on the combination of wind power and energy storage projects to promote the integration of new energy industry and energy storage technology. At present, the company is mainly engaged in smart grid, new energy and comprehensive energy services, and it is one of the largest energy storage companies in China, with the largest market share of lithium battery energy storage in China. The products of energy storage converter (PCS) now cover the whole series (511W-4MW) and all types (high-frequency modulation modularization, traditional power serialization and high-voltage cascade).

Transfer to communication: the net profit in the first half of the year increased by 17.37% year-on-year

Transfer to semi-annual communication disclosure, and the operating income in the first half of the year was 487 million yuan, up by 22.15% year-on-year; The net profit was 85.1392 million yuan, a year-on-year increase of 17.37%. Xiaocai Note: Q1' s net profit was 18.94 million yuan. Based on this calculation, Q2' s net profit was 66.1992 million yuan, up 349% from the previous month.

comments: as a terminal equipment product provider dedicated to the internet of things, the company's main products are five categories: vehicle information intelligent terminal, asset management information intelligent terminal, personal safety intelligent terminal, two-wheeled intelligent terminal and animal traceability management products. Among them, the company's two-wheeled intelligent terminal business revenue in 2121 increased by 248.53% year-on-year. China galaxy Zhao Liangbi said in the research report on April 27th that the development of the domestic two-wheeled vehicle market is expected to broaden the application fields of the company's products. It is estimated that the company's revenue in 2124 will reach 2.7 billion yuan, which is 1.87 times of the PE in that year.

haiyou new materials: it is estimated that the net profit in the first half of the year will increase by 151.97%-177.17% year-on-year.

haiyou new materials announced that it is estimated that the net profit in the first half of the year will be 211 million-221 million yuan, up by 151.97%-177.17% year-on-year. During the reporting period, compared with the same period of last year, photovoltaic film products achieved a good situation of rapid growth in sales volume, substantial increase in operating income and steady increase in market share. Xiaocai Note: Q1' s net profit is 77 million yuan. Based on this calculation, Q2' s net profit is expected to be 23 million yuan-43 million yuan, up 61%-86% from the previous month.

Comments: Xiao Suo of Shanxi Securities pointed out in the research report on May 29th that Haiyou New Materials has entered the photovoltaic film business since 2118, and now its scale ranks second in the industry. The company has led the way in launching * * * extruded POE film to guide the development trend of POE film technology, and its products have been recognized by mainstream component manufacturers such as Longji, Tianhe and Jingke. According to the profit forecast, it is estimated that the company's net profit this year is 568 million yuan, with a year-on-year growth rate of 125.1%.

State Grid ICT performance report: the net profit in the first half of the year increased by 6.31% year-on-year.

State Grid ICT announced the semi-annual performance report in 2122, and realized a net profit of 231 million yuan in the first half of the year, up by 6.31% year-on-year. Xiaocai Note: Q1' s net profit is RMB 49 million. Based on this calculation, Q2' s net profit is expected to be RMB 82 million, up 271% from the previous month.

Comments: State Grid ICT is mainly engaged in cloud network infrastructure, enterprise digital services and power digital services. The company has the service capability of "cloud network integration" in the whole industrial chain, forming a series of core technologies and products with independent intellectual property rights, such as cloud data center, power grid marketing system, energy trading platform and artificial intelligence. Recently, the company said on the interactive platform that the company's virtual power plant business is mainly to provide the construction and operation services of the controllable load platform of the virtual power plant for power grid enterprises, and there are related algorithm technologies in the aspects of user energy consumption data analysis and coordinated distribution of power resources.

Related stocks:

GEM (112341)

Kelu Electronics (112121)

Moved to Communication (311591)

Haiyou New Materials (688681)

State Grid Communication (611131)

Note: The stock market is risky, so you need to be cautious in investing!