In early trading today, the net capital inflow of 101 shares was more than 100 million yuan, and the net capital inflow of China Energy Engineering Corporation Limited(601868) , Cecep Solar Energy Co.Ltd(000591) , Beijing Shunxin Agriculture Co.Ltd(000860) shares exceeded 1 billion yuan.
Tianjin Zhonghuan Semiconductor Co.Ltd(002129) reduce the price of silicon wafer
On December 2, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) announced that the price of silicon wafers had been lowered across the board. Compared with the price of silicon wafer in November, the price of G1 silicon wafer decreased by 0.52 yuan / piece, a decrease of 9.1%; M6 silicon wafer decreased by 0.72 yuan / piece, a decrease of 12.48%; G12 silicon wafer (170) μ m) Decreased by 0.55 yuan / tablet, a decrease of 6.04%.
Two days before Tianjin Zhonghuan Semiconductor Co.Ltd(002129) announced the price reduction of silicon wafers, Longi Green Energy Technology Co.Ltd(601012) took the lead in adjusting the price of silicon wafers. G1, M6 and M10 silicon wafers were quoted at 5.12 yuan / piece, 5.32 yuan / piece and 6.2 yuan / piece respectively, down 0.41 yuan / piece, 0.41 yuan / piece and 0.67 yuan / piece respectively compared with the quotation on October 11, with a decrease of 7.2% to 9.8%. This is also the first time in Longi Green Energy Technology Co.Ltd(601012) a year and a half that the price of photovoltaic silicon wafer has been reduced.
In contrast, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) the price reduction is greater, up to 12.5%. 165 μ M thickness, 182 size and 166 size silicon wafers are lower than the latest quotation of Longi Green Energy Technology Co.Ltd(601012) .
Tianjin Zhonghuan Semiconductor Co.Ltd(002129) the share price reached an all-time high on August 30, and has continued to callback since then. It has fallen by 23.35% since September and rose slightly by 0.29% this morning. The callback mode of Longi Green Energy Technology Co.Ltd(601012) has also been started in recent months, falling by 17.05% since November.
The price reduction of photovoltaic silicon wafers may be due to the decline in the price of raw materials. With the basic end of national power and production restriction, the price of industrial silicon began to fall sharply, and the price of industrial silicon began to fall from 67000 yuan. According to the silicon branch of China Nonferrous Metals Industry Association, the sluggish terminal demand has led to the further reduction of the operating rate of silicone monomer enterprises. They still take a wait-and-see attitude towards the purchase of industrial silicon, focusing on the consumption of inventory and the continuous correction of chemical grade prices.
Since this year, the photovoltaic industry chain has continued to maintain a growth trend. According to the data of the national energy administration, the installed capacity of household photovoltaic from January to October 2021 was 13.6gw, a year-on-year increase of 105%, of which the installed capacity in October was 1.93gw, a year-on-year increase of 45%. The export situation is also good. In October 2021, the export volume of components was 8.3gw, an increase of 20.0% and an amount of USD 2.646 billion, an increase of 55.7%. From January to October 2021, China’s cumulative component exports reached 79.0gw, an increase of 31.83% and an amount of US $20.523 billion, an increase of 45.6%.
in the morning, the main funds flowed into the hydropower leader
In early trading today, the Shanghai index continued to rise, up 0.58% as of noon closing. The Shenzhen Component Index rose in shock, up 0.23%. The performance of the gem index was worse than that of the main board. In early trading, it opened higher and went lower, slightly down 0.53%. From the perspective of the plate, the concept of port rose sharply, Ningbo Zhoushan Port Company Limited(601018) , Shanghai International Port (Group) Co.Ltd(600018) limit, multi stock opening impacted the limit, and thermal power, wind power and hydropower concept stocks rose at the same time.
According to the statistics of securities times · databao, a total of 101 shares were the main force in the morning. The net capital inflow was more than 100 million yuan, and the net inflow of China Energy Engineering Corporation Limited(601868) , Cecep Solar Energy Co.Ltd(000591) , Beijing Shunxin Agriculture Co.Ltd(000860) exceeded 1 billion yuan. Baijiu shares, Wuliangye Yibin Co.Ltd(000858) , Luzhou Laojiao Co.Ltd(000568) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Kweichow Moutai Co.Ltd(600519) main funds net flow of more than 500 million yuan.
In the morning, the net flow of main funds into the top stocks, HuaSu Co., Ltd. and Yachuang electronics have announced the annual performance forecast for 2021. HuaSu is expected to realize a net profit attributable to its parent company of 739 million yuan to 903 million yuan, with a year-on-year increase of 20.46% to 47.23%, mainly due to the increase in the output and sales of the company’s core products PVC and caustic soda after the epidemic situation improves. Yachuang electronics is expected to realize a net profit attributable to its parent company of about 74 million yuan to 77 million yuan, with a year-on-year increase of 24.25% to 29.29%, mainly due to the strong demand in China’s automotive electronics market and the increase of the company’s sales in 2021.
(data treasure)
