Today (May 19), the three major indexes opened lower and rose higher, with a slight rise as of the close. Track stocks continued to perform actively, with photovoltaic, wind power, energy storage and other sectors leading the gains. Among them, the concept stocks of photovoltaic, among which the concept stocks of photovoltaic, among which the concept stocks of photovoltaic, among which the concept stocks of photovoltaic, among which the concept stocks of the concept stocks of photovoltaic, set off a tidal wave, among which the concept stocks of photovoltaic, among which the concept stocks of photovoltaic, among which the concept stocks of the concept stocks of photovoltaic, have set off a tidal wave of limit limit, and the concept stocks of photovoltaic, among which the concept stocks of photovoltaic, among which the concept stocks of photovoltaic, among which the concept stocks of photovoltaic set off a tidal wave of limit limit, more than ten dozen more than ten stocks, including Sichuan Haowu Electromechanical Co.Ltd(000757) 5 Sichuan Haowu Electromechanical Co.Ltd(000757) 575753 Arctech Solar Holding Co.Ltd(688408) , Qingdao Tianneng Heavy Industries Co.Ltd(300569) , Fujian Yongfu Power Engineering Co.Ltd(300712) increased by more than 10%.
Note: photovoltaic concept stocks set off a trading tide today (as of the closing on May 19)
energy plan to increase demand, photovoltaic sector strengthened again
Recently, the European Commission announced its energy plan to rapidly promote the transformation of green energy. The plan proposes to increase the overall target of renewable energy in 2030 in the EU “fit55” policy portfolio from 40% to 45%. Among them, the target installed capacity of PV will be 320gw in 2025 and 600gw by 2030 According to iea-pvps data, by 2021, the cumulative installed capacity of photovoltaic in Europe was 178.7gw, and 26.8gw was newly installed in 2021. In order to achieve the new goal, the average annual newly installed capacity in Europe from 2022 to 2030 needs to reach 46.8gw.
European photovoltaic market has huge growth space, and relevant manufacturers in China’s industrial chain are expected to benefit Citic Securities Company Limited(600030) pointed out that the European Commission proposed to increase the PV installation target. Considering the limitations of European logistics, construction and manpower, the new PV installation in Europe will maintain a sustained and rapid growth in the next 10 years, which will also promote the sustained growth of new PV installation in the world. At present, the capacity layout of photovoltaic manufacturing industry in Europe is less, and most products will come from the supply of Chinese enterprises, which will further stimulate the demand for Chinese products.
Boosted by the news, today’s photovoltaic sector opened low and went high, and its intraday performance continued to be strong. As of the closing, more than 10 stocks in the sector closed the trading limit, and more than 20 stocks rose by more than 9%. Recently, under the background of track stocks being active for days, photovoltaic concept stocks have also been rising for many days. As of today’s closing, the sector index has risen by nearly 11% in nearly 10 trading days. Among individual stocks, according to the rise and fall of nearly 10 trading days, Shanghai Aiko Solar Energy Co.Ltd(600732) has risen by more than 50%, and Arctech Solar Holding Co.Ltd(688408) , Shenzhen Kstar Science & Technology Co.Ltd(002518) , Kelin Environmental Protection Equipment Inc(002499) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) has risen by more than 40%.
first quarter report performance is still high, which core targets can be concerned
According to the recently released performance data of the first quarter, the overall revenue and performance growth of the photovoltaic sector are bright, and the profitability of some links is improved month on month. According to the research report data of East Asia Qianhai securities, in 2022, Q1 sector achieved revenue growth of 4.40% month on month, 73.64% year-on-year, and net profit attributable to parent company increased by 69.05% month on month, 111.59% year-on-year. In terms of links, silicon materials are still strong in the main industrial chain, and the profitability remains high; The price conductivity of silicon wafer is still good; The profitability of battery cells and components was repaired month on month.
Southwest Securities Co.Ltd(600369) pointed out that it would continue to be firmly optimistic about the upward market of 5-volt sector repair. 1) The demand at home and abroad is still strong, and the operating rate has not decreased. 2) The first quarter report is excellent, and the second quarter will continue. 3) Near the “630” grid connection time node, the ground power station needs to be started gradually; The construction of distributed projects has also resumed with the promotion of China’s resumption of work and the gradual easing of logistics. In the short term, the data of photovoltaic in the first quarter is strong. With the continuous release of new silicon production capacity, the supply side is gradually abundant, which is expected to drive the growth of downstream demand. In the long run, the photovoltaic industry may double click and continue to recommend at the bottom. The sequence of segments is silicon battery silicon wafer module . It is recommended to actively layout companies with alpha.
In terms of the core benefit targets of the industry, East Asia Qianhai Securities pointed out: the supply and demand pattern is tight, and the profitability is expected to continue the high silicon material leader Tongwei Co.Ltd(600438) , Xinjiang Daqo New Energy Co.Ltd(688303) ; Component integrated faucet Longi Green Energy Technology Co.Ltd(601012) , Trina Solar Co.Ltd(688599) , Ja Solar Technology Co.Ltd(002459) ; Photovoltaic + energy storage dual wheel drive inverter faucet Sungrow Power Supply Co.Ltd(300274) , Ginlong Technologies Co.Ltd(300763) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) ; Photovoltaic glass duopoly Flat Glass Group Co.Ltd(601865) , Xinyi light energy , benefiting from the improvement of double glass permeability; EVA film faucet with relatively tight supply and demand Hangzhou First Applied Material Co.Ltd(603806) , Shanghai Hiuv New Materials Co.Ltd(688680) ; Zhejiang Chint Electrics Co.Ltd(601877) , Jinko Power Technology Co.Ltd(601778) , benefiting from the increase in the proportion of distributed photovoltaic.
