The three major industries of electronics, power equipment, medicine and biology were the most favored by funds this morning, with a net inflow of more than 4 billion yuan.
perovskite ground photovoltaic power station starts in Qujiang, Quzhou
Recently, the commencement ceremony of phase I project of perovskite centralized photovoltaic power station in Qujiang District, Quzhou City and the world's first perovskite ground photovoltaic power station was held in Houxi town. the total investment of the project is planned to be 60 million yuan. The commencement of the project marks the maturity of the most anticipated new generation perovskite technology in the photovoltaic industry.
It is understood that the efficiency of fiber nano perovskite Cecep Solar Energy Co.Ltd(000591) small module under steady-state power output is as high as 21.4%, and the photoelectric conversion efficiency of perovskite crystalline silicon four terminal laminated module is 26.63%. Perovskite materials have excellent optical and electrical properties, and the cost of raw materials is only about 5% of that of traditional photovoltaic. After large-scale application, it is expected to be equivalent to the current coal power price, so as to realize the parity of photovoltaic power generation.
Industry insiders said that the perovskite ground photovoltaic power station started this time will become a milestone and a new beginning for the global photovoltaic industry. As the most potential new photovoltaic technology at present, perovskite cells are very promising to move towards large-scale commercial applications with the support of national macro policies, industry and scientific researchers.
9 companies layout perovskite related fields
According to the statistics of securities times · databao, at present, 9 listed companies have perovskite materials and have relevant technologies or patents.
Shenzhen S.C New Energy Technology Corporation(300724) said on the interactive platform on February 15 that the company mainly provides equipment including perc, TOPCON, hjt, HBC, IBC, perovskite and other technologies according to the needs of downstream customers. The company has laid out the equipment technology on each battery technology route and promoted advantageous differentiated equipment products.
Shenzhen Topraysolar Co.Ltd(002218) on January 27, it was mentioned on the interactive platform that the research, experiment and development of new perovskite materials is one of the key R & D directions of the company. At present, the main research application direction is hybrid perovskite photodetector. At present, the perovskite project is mainly in the experimental test stage of production equipment.
J.S.Corrugating Machinery Co.Ltd(000821) revealed on the interactive platform on January 5 that Shengcheng photovoltaic, a wholly-owned subsidiary, has consolidated the advantages of photovoltaic module equipment. At the same time, the company has developed from component equipment to battery chip equipment, and actively arranged the R & D and market expansion of new products such as hjt, TOPCON and perovskite laminated batteries.
Xizi Jieneng pointed out on the interactive platform on December 23, 2021 that Zhongneng optoelectronics invested by the company is a national high-tech enterprise and a leader in China's third-generation photovoltaic technology - perovskite Cecep Solar Energy Co.Ltd(000591) battery technology. At present, it is in the first place in China and an international leading position in perovskite equipment manufacturing.
Lingda Group Co.Ltd(300125) said on the interactive platform on December 24, 2021 that the company has been paying attention to the development of perovskite battery technology and included the heterojunction superimposed perovskite technology in the phase III plan.
According to the statistics of databao, eight perovskite concept stocks were popular in early trading today, Shenzhen S.C New Energy Technology Corporation(300724) , Wuhan Dr Laser Technology Corp.Ltd(300776) , Valiant Co.Ltd(002643) , Suzhou Maxwell Technologies Co.Ltd(300751) rose by more than 3%. As of February 22, the total market value of these concept shares was 162.8 billion yuan. The lowest valuation level was Valiant Co.Ltd(002643) , and the rolling P / E ratio of the company was less than 30 times.
From the performance data, there are four shares that disclose the performance forecast. The net profit of J.S.Corrugating Machinery Co.Ltd(000821) , Kingsignal Technology Co.Ltd(300252) , Suzhou Maxwell Technologies Co.Ltd(300751) and others in 2021 will increase by more than 40% in advance. J.S.Corrugating Machinery Co.Ltd(000821) has the highest pre increase. The company expects the net profit to be 160 million to 220 million yuan in 2021, with a year-on-year increase of 165.08% to 264.49%.
main funds rush to raise three industries in the morning
In the morning trading on February 23, the major indexes of A-Shares generally rose, with a net inflow of 1.943 billion yuan. The theme of science and technology is "firing", with gallium nitride, lithography machine, silicone, automobile chip, OLED and other themes leading the increase. Gallium nitride concept leader Naura Technology Group Co.Ltd(002371) rose by the limit, and the stock traded 1.79 billion yuan in the morning of the day; Photolithography concept stocks Kingsemi Co.Ltd(688037) gained 20% of the daily limit, and Anji Microelectronics Technology (Shanghai) Co.Ltd(688019) , Circuit Fabology Microelectronics Equipment Co.Ltd(688630) , Kunshan Kinglai Hygienic Materials Co.Ltd(300260) , Crystal Clear Electronic Material Co.Ltd(300655) , Red Avenue New Materials Group Co.Ltd(603650) increased by more than 10%.
According to the capital data, the main funds in early trading flowed into A-Shares of more than 14 billion yuan. By industry, electronics, power equipment, medicine and biology are the three most favored industries, with a net inflow of more than 4 billion yuan in early trading. In terms of single stocks, there are 99 shares with a net inflow of main funds exceeding 100 million yuan, Hybio Pharmaceutical Co.Ltd(300199) , Sichuan Yahua Industrial Group Co.Ltd(002497) , Byd Company Limited(002594) and other three shares with a net inflow of more than 1 billion yuan.
Covid-19 drug concept stock Hybio Pharmaceutical Co.Ltd(300199) recorded a 20% daily limit in early trading. At present, the daily line of this stock has been positive for five consecutive days. In response to the inquiry letter from the Shenzhen Stock Exchange, the company said that covid-19 nasal spray drugs still need to carry out in vivo pharmacodynamics research, non clinical pharmacology and toxicology research, clinical phase I, phase II and phase III research and registration and application stages in the future. In terms of pharmaceutical research, there are risks of difficulty in the development of API and preparation process and uncertainty of stability.
