Roof photovoltaic is expected to become the standard configuration of new buildings in the European Union, and the performance of these stocks is expected to continue to grow high.
35 million people gathered to watch the bidding of lithium mine equity
bidding price has increased 65 times
From May 16 to 17, 54.29% of the equity of Yajiang snowway Mining Development Co., Ltd. (hereinafter referred to as " snowway mining") held by Chengdu Xingneng new materials Co., Ltd. (hereinafter referred to as "Xingneng new materials") was auctioned on JD bankruptcy auction platform
The starting price of the subject was 3.35 million yuan, and 12 people signed up for the auction. In two days, the subject matter was bid more than 1650 times. As of 6:50 this morning, the latest bidding has exceeded 218 million yuan, about 65 times higher than the starting price, and the number of onlookers has exceeded 350000 Yajiang snowway's equity bidding is white hot, and the continuous quotation leads to the delay of the auction.
At present, the price of 218 million yuan has far exceeded the estimates of snowway and relevant people. However, despite the amazing "popularity" of this auction, there is still a huge price difference between the current bidding price and the starting price of 849 million yuan last time. The relevant person of Xingneng new materials said that the starting price of the equity auction is the intended quotation of the intended investors in the early stage. As early as February 2020, 54.29% of the equity of snowway mining was auctioned on the Jingdong bankruptcy auction platform, at that time, the starting price was 849 million yuan , but the auction was suspended because outsiders raised objections to the seizure of the subject matter.
The reason why snowway has attracted so much attention is mainly due to its unique resource advantages. In addition, since this year, the progress of lithium mining in Western Sichuan has attracted much attention. According to the overall plan of mineral resources in Sichuan Province (20212025) (Draft for comments) issued by the Department of natural resources of Sichuan Province, by 2025, the new resources of lithium ore will be at least 500000 tons of lithium oxide, and the total annual mining volume will be at least 500000 tons, so as to accelerate the development and utilization of lithium resources in Sichuan, and form a lithium resource industrial cluster in Western Sichuan by 2035.
It is noteworthy that there are certain risks in the equity of snowway mining. According to the "announcement of public recruitment of intended investors", the exploration right of snowway company has expired on June 30, 2021. Previously, it has handled the reservation of exploration right for three times. At present, it is continuing to handle the fourth reservation of exploration right. The relevant administrative departments are organizing the investigation because the exploration certificate is suspected of illegal and illegal reasons in the acquisition and addition of minerals. Therefore, the progress of exploration right reservation is slow and there is a risk of mining right loss. According to the announcement, the manager does not promise to handle the transfer procedures of exploration right for the intended investors.
As for the participants in this auction, the market speculates that the potential enterprises are mainly those that distribute lithium resources in Sichuan, including including Sichuan New Energy Power Company Limited(000155) , Sichuan Road & Bridge Co.Ltd(600039) , Youngy Co.Ltd(002192) , Chengxin Lithium Group Co.Ltd(002240) , Gcl Energy Technology Co.Ltd(002015) , etc Gcl Energy Technology Co.Ltd(002015) yesterday, at the end of trading, it rose rapidly to turn red. As of the closing, it rose 2.17%. The K-line has been positive for 10 years. The market speculated that the stock price performance was related to the auction, but relevant people of the company said that listed companies did not participate in the bidding for the equity of snowway mining .
EU photovoltaic building standard configuration
the performance of 16 shares is expected to continue to grow
Yesterday's intraday trading, the photovoltaic sector rose in shock, Jiangsu Zhongli Group Co.Ltd(002309) , Clenergy(Xiamen)Technology Co.Ltd(603628) , Changzhou Almaden Co.Ltd(002623) , Guizhou Panjiang Refined Coal Co.Ltd(600395) and other stocks gained the daily limit.
According to media reports, the EU's draft REpower EU plan proposes that the roof photovoltaic power generation will increase by 15twh in 2022 The draft also requires the EU and governments to take action this year to shorten the time for applying for permission for the installation of roof photovoltaic devices to three months , and proposes that "by 2025, all new buildings and existing buildings with energy consumption grade D or above should install roof photovoltaic devices".
In addition, the European Commission may set the installed capacity target of photovoltaic power generation at 300gw in 2025 and 500gw in 2030 Some member states are more radical, with Austria, Belgium, Lithuania, Luxembourg and Spain demanding that the 2030 target be set at 1tw.
According to China's customs data according to PV InfoLink, Europe imported 16.7gw photovoltaic modules to China in the first quarter of 2022, a year-on-year increase of 145% Guolian Securities Co.Ltd(601456) said that the value of China's photovoltaic industry chain accounts for about 80% of the world, and 80% of European Photovoltaic Modules depend on imports. This year, China's export demand for photovoltaic modules will be greatly stimulated. In the case of energy security crisis, EU module imports will accept a higher premium.
In terms of breakdown, roof photovoltaic mainly includes photovoltaic building integration (BIPV) and installation Cecep Solar Energy Co.Ltd(000591) photovoltaic building (bapv). According to the statistics of securities times · databao, there are 27 concept stocks with BIPV in a shares, and Longji green energy, Jingke energy and Ming Yang Smart Energy Group Limited(601615) are among the top in market value.
The photovoltaic sector has continued its shock correction this year. The latest share price of Changzhou Almaden Co.Ltd(002623) , Shanghai Nenghui Technology Co.Ltd(301046) , Csg Holding Co.Ltd(000012) , Jiangsu Zhongli Group Co.Ltd(002309) is more than 50% higher than the high point since last year. Among the concept stocks with excellent performance in the newspaper industry in the first quarter, Zhejiang Sunoren Solar Technology Co.Ltd(603105) , Beijing Jiayu Door Window And Curtain Wall Joint-Stock Co.Ltd(300117) , Zhejiang Southeast Space Frame Co.Ltd(002135) , Risen Energy Co.Ltd(300118) , Longji green energy and other 7 stocks were callback more than 30% from the high point of last year.
Since the beginning of this year, the cumulative net purchases of funds from Longji green energy and Ming Yang Smart Energy Group Limited(601615) have reached 3.126 billion yuan and 1.37 billion yuan respectively. Since May, six shares, including Zhejiang Southeast Space Frame Co.Ltd(002135) , Csg Holding Co.Ltd(000012) , have been favored by northbound capital. Among them, the net purchase amount of northbound capital of Longji green energy, Ming Yang Smart Energy Group Limited(601615) , Risen Energy Co.Ltd(300118) , has exceeded 200 million yuan.
For the performance expectations of this year and next, the institutions unanimously predict that the performance of 16 shares is expected to continue to grow. The organization predicts that the performance of 7 shares including Risen Energy Co.Ltd(300118) , Center International Group Co.Ltd(603098) , Jolywood (Suzhou) Sunwatt Co.Ltd(300393) , Changzhou Almaden Co.Ltd(002623) is expected to double in 2022.
