Today (March 10), market sentiment warmed significantly, with nearly 100 shares trading, more than 3600 shares rising, the collective outbreak of pharmaceutical related sectors, and the rise of power, power equipment, building materials and other sectors. In addition, the listed companies that disclosed the main operating data from January to February yesterday also generally strengthened. Some stocks were also driven up by their sectors because their performance exceeded market expectations.
companies disclose performance, Tongwei Co.Ltd(600438) temporarily ranked first
Since Kweichow Moutai Co.Ltd(600519) recently disclosed the operating data from January to February, more than 20 listed companies have issued announcements one after another. Judging from the disclosed data, the performance of "February report" is generally expected, Tongwei Co.Ltd(600438) ranks first with the performance growth rate of 650% year-on-year return to parent net profit, Guangzhou Tinci Materials Technology Co.Ltd(002709) year-on-year growth of 470%, Malion New Materials Co.Ltd(300586) year-on-year growth of 202%, Beijing Easpring Material Technology Co.Ltd(300073) Yto Express Group Co.Ltd(600233) , Jiangxi Copper Company Limited(600362) net profit doubled. In terms of revenue, Guangzhou Tinci Materials Technology Co.Ltd(002709) operating revenue grew fastest, with a year-on-year increase of 260%, Beijing Easpring Material Technology Co.Ltd(300073) with a year-on-year increase of 202%, and Tongwei Co.Ltd(600438) ranked third, with a year-on-year increase of 130%.
Note: the main operating data from January to February disclosed by listed companies recently (as of press time)
From the perspective of performance growth, in the disclosed February report, most of the top performance stocks belong to the new energy sector. "Pre added king" Tongwei Co.Ltd(600438) is mainly engaged in high-purity crystalline silicon, Cecep Solar Energy Co.Ltd(000591) batteries and other products. In this performance announcement, the company also said that the substantial growth of the company's performance stems from the high-profile development of the photovoltaic industry in the first two months of this year and the booming production and sales of the company's main products Guangzhou Tinci Materials Technology Co.Ltd(002709) , Malion New Materials Co.Ltd(300586) , Beijing Easpring Material Technology Co.Ltd(300073) are mainly engaged in lithium battery materials and equipment business. They also benefit from the strong demand of the new energy industry and the booming production and marketing of products.
At present, the positive policies related to new energy continue, and the two sessions held recently also attach great importance to it. Zhang Jianhua, director of the national energy administration, said during the two sessions that this year's energy work should adhere to seeking progress in stability, first establish and then break, continue to expand the supply of clean energy, strengthen the optimal combination of traditional energy and new energy, and speed up the construction of a new energy supply and consumption system. It is also proposed to accelerate the development of non fossil energy, promote the construction of large-scale wind power photovoltaic bases, promote the completion and operation of the first batch of 100 million KW base projects as soon as possible, and speed up the organization of the second batch of base projects.
terminal demand continues to be strong, and equipment demand may exceed expectations
Today (March 10), Tongwei Co.Ltd(600438) opened high and fluctuated, with an increase of nearly 3.5% as of the closing. The photovoltaic equipment sector also rose intraday, with the sector index rising by more than 3%. Among individual stocks, Zhejiang Sunoren Solar Technology Co.Ltd(603105) rose by the limit, Eging Photovoltaic Technology Co.Ltd(600537) rose by more than 9%, and Wuxi Shangji Automation Co.Ltd(603185) , Gcl System Integration Technology Co.Ltd(002506) rose by more than 7% Tongwei Co.Ltd(600438) share price failed to perform well today. However, the recent research report of securities companies was generally optimistic, Sinolink Securities Co.Ltd(600109) pointed out that the terminal demand increased explosively at multiple points, and the duration of the excess return of the whole industrial chain, especially the bottleneck link, may exceed the expectation, maintaining the target price of 80 yuan (Note: Tongwei Co.Ltd(600438) 310 closing price of 44.86 yuan) and maintaining the "buy" rating.
The demand side of photovoltaic continues to be strong, and the prosperity spreads to the overall industrial chain. According to the statistics of China Securities Co.Ltd(601066) securities, under the assumption of optimistic, neutral and pessimistic scenarios, the equipment market space of China's polysilicon industry in 2022 will be 49.1 billion yuan, 32.7 billion yuan and 26.7 billion yuan respectively, an increase of 29.93%, 27.39% and 26.32% respectively over the same period of last year. In terms of silicon wafer equipment, neutral scenario assumption: it is estimated that the market scale of silicon wafer equipment from 2021 to 2022 will be 23.2 billion yuan and 24.8 billion yuan respectively. Among them, the market scale of single crystal furnace is 18.5 billion yuan and 19.7 billion yuan; The market scale of slicer is 2.7 billion yuan and 2.9 billion yuan. In terms of equipment procurement caliber, 2022 is still an expansion year compared with 2021.
China Galaxy Securities Co.Ltd(601881) securities also pointed out that all links of China's photovoltaic equipment have been localized, and continuous cost reduction and technical iterations such as large-size, hjt and multi main grid are expected to accelerate the clearance of backward production capacity and the expansion of advantageous production capacity. The accelerating speed of technology iteration will further shorten the equipment renewal cycle, and the growth momentum of core equipment manufacturers in all links is sufficient, which is conducive to the development of photovoltaic equipment industry. Take a good look at the photovoltaic industry. With the boom in the PV industry in the high boom in the photovoltaic industry. The opportunity for investment opportunities in the photovoltaic equipment industry in the photovoltaic industry in the high boom in the PV industry. Device makers in all parts of the industry chain have fully benefited from the full benefit of equipment manufacturers in the industry chain, with the recommendation of the associated subject 456456\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ etc.
