In early trading today, A-Shares continued to fluctuate slightly. After the transaction between the two cities fell below trillion yesterday, there was a further contraction trend this morning, indicating that the market is still cautious.
on the disk, the new energy sector was active across the board, with hydrogen energy sector leading the rise, with UHV, wind energy, photovoltaic and other sectors leading the rise, while coal, air transportation, Eastern digital Western computing, oil and other sectors leading the decline. The net inflow of funds going north was 203 million yuan
re collection policy red envelope hydrogen energy sector leader
The new energy industry chain strengthened again across the board, with the hydrogen energy sector taking the lead. The sector index rose by more than 4% in the session, and the half day transaction exceeded the full day transaction yesterday. Hengguang shares rose by 20% at the opening, and nearly 20 shares such as Sunfly Intelligent Technology Co.Ltd(300423) etc. rose by more than 10%; UHV sector also rose by more than 3% at one time, and Fujian Nanping Sun Cable Co.Ltd(002300) and other trading limits; Smart grid, wind energy, photovoltaic and other sectors rose one after another, and Wiscom System Co.Ltd(002090) , Zhejiang Provincial New Energy Investment Group Co.Ltd(600032) and other sectors rose by the limit.
yesterday, the national development and Reform Commission and the National Energy Administration jointly issued the modern energy system plan for the 14th five year plan. The plan proposes to establish and improve the construction standards of electrochemical energy storage and hydrogen energy, strengthen the tackling of cutting-edge scientific and technological problems such as energy storage and hydrogen energy, appropriately deploy a number of hydrogen energy projects in advance, strive to overcome the core technologies such as hydrogen production from renewable energy, hydrogen energy storage and transportation, application and fuel cell, strive to make breakthroughs in key technologies in the whole hydrogen energy industry chain, and promote the development and demonstration application of hydrogen energy technology
Hydrogen is the most widely distributed substance in the universe. It constitutes 75% of the mass of the universe. Hydrogen has the characteristics of high combustion calorific value, which is three times that of gasoline, 3.9 times that of alcohol and 4.5 times that of coke. The product of hydrogen combustion is water, which is the cleanest energy in the world. Hydrogen energy is regarded as the clean energy with the most development potential in the 21st century. Human beings have been interested in the application of hydrogen energy since 200 years ago. Hydrogen fuel cell technology has always been considered as the ultimate solution to the future human energy crisis by using hydrogen energy.
this morning, the national development and Reform Commission held a press conference to introduce the medium and long term plan for the development of hydrogen energy industry (20212035). It is proposed to support qualified hydrogen energy enterprises to register and list on the science and innovation board and gem for financing
The plan also points out that we should give full play to the guiding role of investment in the central budget and support the development of hydrogen energy related industries. Strengthen financial support, encourage banking financial institutions to support the development of hydrogen energy industry in accordance with the principles of controllable risk and commercial sustainability, and use scientific and technological means to provide accurate and differentiated financial services for high-quality enterprises. Encourage industrial investment funds and venture capital funds to support hydrogen energy innovative enterprises in accordance with the principle of marketization, and promote the transfer and transformation of scientific and technological achievements.
Citic Securities Company Limited(600030) said that the introduction of the industry development plan may bring a new round of catalyst for companies related to the hydrogen energy industry chain and promote the stock price to enter a new round of rise. With the increase of layout enterprises and the appearance of policy effects, the expectation of industry industrialization acceleration is more clear. It’s recommended to focus on companies that are actively laying out and have a first mover advantage in each link of the hydrogen energy industry chain, including: fuel cell stacks, system related Beijing Sinohytec Co.Ltd(688339) \ , Fujian Snowman Co.Ltd(002639) , Moon Environment Technology Co.Ltd(000811) Zhangjiagang Furui Special Equipment Co.Ltd(300228) , related to green hydrogen production and application Ningxia Baofeng Energy Group Co.Ltd(600989) .
two new shares broke on the first day
Both of the two new shares listed today broke, and the issue price of the first drug holding was 39.9 yuan, which fell 22.31% from the issue price at the opening, and then rose slightly, closing at 33.23 yuan at noon, down 16.72%. The issuing price of Heshun technology was 56.69 yuan, down 10.07% at the opening and 6.7% at 52.88 yuan at noon.
Heshun technology is a high-tech enterprise focusing on the R & D, production and sales of differentiated and functional biaxially stretched polyester film (BOPET film). It can produce polyester film products of various specifications, models and different uses according to the differentiated needs of customers. Its main products include colored photoelectric base film, transparent film and other functional films.
China Securities Co.Ltd(601066) in a research report, it is pointed out that the photovoltaic backplane base film industry will gradually realize domestic substitution, the market concentration of Chinese enterprises will increase simultaneously, the enterprises with higher R & D and innovation ability and capacity advantages, a more sound customer management system and obvious channel advantages are expected to benefit in the long term. It is estimated that by 2023, the global demand for photovoltaic backplane base film will reach 748 million square meters.
Heshun technology predicts that after the project is put into operation, the company’s polyester film production capacity will increase from 42000 tons / year to 80000 tons / year, an increase of 90.48% compared with that before the project is put into operation. Among them, the company will increase the production capacity of 18000 tons of functional polyester film (including colored photoelectric base film, transparent film and other functional films) and 20000 tons of optical base film.
According to the prospectus, Heshun technology has indeed experienced rapid growth in recent years. From 2019 to 2021, Heshun technology achieved operating revenue of 237 million yuan, 377 million yuan and 640 million yuan respectively, with a compound annual growth rate of 64.33% in the three years; The net profit attributable to the parent company was 36 million yuan, 74 million yuan and 124 million yuan, and the compound annual growth rate of the net profit attributable to the parent company in three years was 85.59%. Despite the high growth of Heshun technology, the P / E ratio of issuance is not low, as high as 62.39 times, which may be one of the important reasons for its break.
Since this year, the breaking of new shares has become more and more intense. Last week (March 14-18), 11 new shares were listed in Shanghai and Shenzhen, of which 6 broke on the first day, accounting for 55%. According to statistics, there were 77 new shares listed and traded in the three northern cities of Shanghai, Shenzhen and Shenzhen this year, with 15 broken on the first day. In addition, the first day of East micro semi channel rose only 0.08%, and the first day of China Mobile and China catalyst also rose less than 1%. As of today, the number of broken new shares listed this year has expanded to 31, of which Aojie technology has fallen by more than 55% compared with the issue price.
