The list of concept stocks of photovoltaic industry chain with high performance growth was released.
In the morning trading on February 24, the three major A-share indexes opened slightly lower. As of 11:30, the Shanghai index fell 0.89%, the Shenzhen Component Index fell 1.37% and the gem index fell 1.25%. From the perspective of disk, industrial machines, covid-19 treatment, traditional Chinese medicine, electric power, natural gas and other sectors stood at the forefront of growth. Affected by the external situation, the precious metal sector of safe haven assets rose strongly, Western Region Gold Co.Ltd(601069) , Chenzhou City Jingui Silver Industry Co.Ltd(002716) rose strongly.
Among the sectors with the highest growth, the concept of photovoltaic appeared. The companies in the sector rose more and fell less, and many strong trading limits, including Jiangsu Zhongli Group Co.Ltd(002309) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Hunan Yujing Machinery Co.Ltd(002943) . Among them, Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) has increased the limit for five consecutive trading days since February 18, with a cumulative increase of more than 60% since February 14. The company has established a wholly-owned subsidiary Ningxia MCC Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) new energy Co., Ltd. to be responsible for the construction of 50mwp photovoltaic power generation project.
From the perspective of capital flow in early trading, nearly 300 photovoltaic concept stocks in the A-share market received a total net inflow of institutional funds of nearly 1.4 billion yuan, of which Longi Green Energy Technology Co.Ltd(601012) net inflow exceeded 500 million yuan, and Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Jilin Electric Power Co.Ltd(000875) exceeded 100 million yuan. By midday closing, the latest market value of 6.7 trillion photovoltaic concept stocks had increased by nearly 5 billion yuan over the previous trading day, and the market value of Longi Green Energy Technology Co.Ltd(601012) , Sungrow Power Supply Co.Ltd(300274) had increased by more than 5 billion yuan.
in 2022, the newly added photovoltaic installed capacity may increase to more than 75gw
The strong rise of photovoltaic sector may be related to a piece of news. On February 23, Wang Bohua, honorary chairman of China Photovoltaic Industry Association, said that driven by the huge reserves of photovoltaic power generation projects in China, the newly added photovoltaic installed capacity in 2022 may increase to more than 75gw, about 75-90gw . Compared with the data of the national energy administration, the newly installed capacity of photovoltaic in China in 2021 was about 55gw, with a year-on-year increase of 36% – 64%. At the same time, it is estimated that from 2022 to 2025, China’s average annual new photovoltaic installed capacity will reach 83-99gw.
According to the data of the Ministry of industry and information technology, in 2021, the overall operation of China’s photovoltaic industry was better, the industrial chain supply chain was safe and stable, and the output of polysilicon, silicon wafer, battery and module reached 505000 tons, 227gw, 198gw and 182gw respectively, with a year-on-year increase of 27.5%, 40.6%, 46.9% and 46.1%. The annual export of photovoltaic products exceeded 28.4 billion US dollars.
According to the statistics of securities times · databao, according to the new PV installed capacity in China in recent four years, the first quarter is generally the off-season of new PV installed capacity. According to the latest research report of China Securities Co.Ltd(601066) , in January 2022, China’s photovoltaic installation exceeded expectations, and the country’s new photovoltaic installation exceeded 7gw, a year-on-year increase of 200%. Among them, the newly installed capacity of distributed photovoltaic is 4.5gw, with a year-on-year increase of 250%; The new installed capacity of centralized photovoltaic is 2.5gw, with a year-on-year increase of 150%. Orders for upstream silicon materials, silicon wafers, downstream batteries, components, inverters and auxiliary materials in all links of the industrial chain are generally full, and the operating rate rises instead of falling. This year’s traditional off-season may be “not light”.
15 shares have increased by more than 20% in the past week
At the company level, on February 22, the photovoltaic leader Longi Green Energy Technology Co.Ltd(601012) raised the price of silicon wafers again. The prices of silicon wafers of different sizes increased by 0.3 yuan / piece to 0.35 yuan / piece, or 5.7% – 6.1%. On January 16, the company just announced a price increase of 2.4% – 5.1% for silicon wafers. New energy analysts said that the mismatch between supply and demand ends of the industrial chain and insufficient supply increment are the main reasons for the price increase of silicon wafers. At present, most of the new silicon material production capacity will be accelerated in the second half of the year. The silicon wafer production capacity is close to the upper limit of silicon material supply. It is expected that the overall silicon wafer supply will remain tight in the second quarter.
In early trading today, Longi Green Energy Technology Co.Ltd(601012) rose 2.64%. Since the share price came out of the new low on February 14, its share price has rebounded nearly 14% by midday closing, ranking in the front of the photovoltaic concept. At the same time, Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Seiko technology, Qingdao Zhongzi Zhongcheng Group Co.Ltd(300208) and other 16 stocks rose by more than 20%.
list of photovoltaic concept stocks with high performance growth
Databao sorted out the list of concept stocks in the photovoltaic industry chain with high growth performance, with a total of 35 shares. In terms of market performance, 35 shares have risen by an average of 8.24% since the year, outperforming the market in the same period. 14 shares rose by more than 10%, with Tangshan Sunfar Silicon Industry Co.Ltd(603938) , Shuangliang Eco-Energy Systems Co.Ltd(600481) , Shanxi Coal International Energy Group Co.Ltd(600546) , Eaglerise Electric & Electronic (China) Co.Ltd(002922) all rising by more than 20%. In terms of agency rating, Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Tongwei Co.Ltd(600438) , Zhuzhou Kibing Group Co.Ltd(601636) , Suzhou Maxwell Technologies Co.Ltd(300751) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) have been rated by more than 20 agencies, with high market attention.
In terms of annual performance, upstream enterprises performed well, while midstream and downstream enterprises such as battery modules and photovoltaic power stations performed poorly. Based on the median value of express data / pre increase range, the net profit of the above 35 shares increased by more than 50% year-on-year, and 21 shares are expected to double. Nyocor Co.Ltd(600821) had the highest growth rate of 620.56%. The high performance growth was mainly due to the expansion of the company’s installed capacity, the year-on-year increase of 65.85% in cumulative power sales and the small comparable base in the same period of 2020. After that, the increase of net profit of Shanxi Coal International Energy Group Co.Ltd(600546) , Shandong Jinjing Science And Technology Stock Co.Ltd(600586) , Ningxia Jiaze Renewables Corporation Limited(601619) fell in the range of 300% – 480%.
As the photovoltaic sector experienced a round of adjustment in the early stage, the latest price of individual stocks generally lags behind the target price of institutions, and there is more than 20% room for 20 stocks to rise. Among them, Levima Advanced Materials Corporation(003022) has the highest rising space, up to 93.17%; Three stocks including Shandong Jinjing Science And Technology Stock Co.Ltd(600586) , Csg Holding Co.Ltd(000012) , Eaglerise Electric & Electronic (China) Co.Ltd(002922) have more than 60% room to rise.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
