U.S. stocks plummeted overnight, the NASDAQ fell nearly 5%, and the Dow plunged more than 1000 points. However, today, A-Shares carried it, opened low and walked high all day, interpreting the “independent market”. The three indexes rose slightly, and more than 2700 shares rose. The turnover of the two markets was 806.7 billion, 36.4 billion compared with the previous trading day.
photovoltaic and wind power led the rise of track stocks
Today, the photovoltaic and wind power equipment sectors rose 5.57% and 6.94% respectively, leading the rise of a number of track stocks. In terms of individual stocks, Zhejiang Windey Co.Ltd(300772) , Qingdao Tianneng Heavy Industries Co.Ltd(300569) , Arctech Solar Holding Co.Ltd(688408) and other stocks rose by more than 12%, while Jiangsu Zhenjiang Newenergy Equipment Co.Ltd(603507) , Dajin Heavy Industry Co.Ltd(002487) , Wuxi Shangji Automation Co.Ltd(603185) , Jiangsu Zhongli Group Co.Ltd(002309) , Clenergy(Xiamen)Technology Co.Ltd(603628) and other stocks rose by the limit.
On the news, the European Commission announced on the 18th an energy plan called “repowereu”, which plans to double Cecep Solar Energy Co.Ltd(000591) photovoltaic power generation capacity by 2025 and install 600gw by 2030.
main funds: buy 159 billion
According to the data of China stock market news choice, since the rebound on April 27, the main funds have net bought 134 photovoltaic concept stocks, with a total net purchase of more than 15.9 billion yuan.
In terms of individual stocks, Longji green energy is the favorite of the main funds, and the net purchase amount of the main funds exceeds 2.1 billion yuan; Ranked second is Sungrow Power Supply Co.Ltd(300274) , with a main net purchase of more than 1.1 billion yuan.
Tongwei Co.Ltd(600438) , Trina Solar Co.Ltd(688599) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Hangzhou First Applied Material Co.Ltd(603806) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) , China Three Gorges Renewables (Group) Co.Ltd(600905) , Nari Technology Co.Ltd(600406) and other major net purchases range from 860 million yuan to 380 million yuan.
Fuyao Glass Industry Group Co.Ltd(600660) , Tbea Co.Ltd(600089) , Risen Energy Co.Ltd(300118) , Flat Glass Group Co.Ltd(601865) , Shenzhen S.C New Energy Technology Corporation(300724) , Jiangsu Eastern Shenghong Co.Ltd(000301) , Shanghai Aiko Solar Energy Co.Ltd(600732) and other major net purchases range from 360 million yuan to 220 million yuan.
northbound capital: ailongji green energy
According to China stock market news choice, since the rebound on April 27, northbound funds have increased their holdings of 57 photovoltaic concept stocks, with a total amount of more than 6.7 billion yuan.
In terms of individual stocks, Longji green energy is the most popular in the north, with an increase of more than 1.2 billion yuan; Ranked second is Nari Technology Co.Ltd(600406) , with an increase of more than 730 million yuan.
Tbea Co.Ltd(600089) , Fuyao Glass Industry Group Co.Ltd(600660) , Haier Smart Home Co.Ltd(600690) , Tongwei Co.Ltd(600438) , Ja Solar Technology Co.Ltd(002459) , Sungrow Power Supply Co.Ltd(300274) , Suzhou Maxwell Technologies Co.Ltd(300751) , Ming Yang Smart Energy Group Limited(601615) the main net purchases are between 560 million and 210 million yuan.
institutional outlook
For the future market of photovoltaic sector, institutions have expressed their views.
Guosen Securities Co.Ltd(002736) said that it attached importance to the profit improvement brought by marginal change. The annual report and quarterly report of the overall sector achieved high growth. In terms of sub sectors, the volume of silicon material sector rose simultaneously, with the most obvious increase; The upstream price rise of silicon chip battery module integration sector transmission was smooth, and the profitability was repaired.
Southwest Securities Co.Ltd(600369) said that 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 continue to recommend at the bottom. The order of subdivision is silicon battery silicon wafer module. It is recommended to actively layout companies with alpha.
East Asia Qianhai Securities said that from a long-term perspective, under the background of “double carbon” and the clear goal that the proportion of non fossil energy in primary energy consumption will reach about 20% in 2025, the cost of superimposed photovoltaic power generation continues to decline, the economy continues to improve, the demand for photovoltaic installation is high, and the growth certainty is strong. Related targets: 1) silicon material leaders Tongwei Co.Ltd(600438) , Xinjiang Daqo New Energy Co.Ltd(688303) , with tight supply and demand pattern and high profitability; 2) Component integrated faucet Longi Green Energy Technology Co.Ltd(601012) , Trina Solar Co.Ltd(688599) , Ja Solar Technology Co.Ltd(002459) ; 3) Inverter taps benefiting from photovoltaic + energy storage dual wheel drive Sungrow Power Supply Co.Ltd(300274) , Ginlong Technologies Co.Ltd(300763) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) ; 4) Photovoltaic glass duopoly Flat Glass Group Co.Ltd(601865) and Xinyi solar energy benefiting from the improvement of the permeability of double glass modules; 5) Subject to the short-term supply bottleneck of raw materials and limited market demand, the leading enterprises in EVA film link Hangzhou First Applied Material Co.Ltd(603806) , Shanghai Hiuv New Materials Co.Ltd(688680) ; 6) Zhejiang Chint Electrics Co.Ltd(601877) , Jinko Power Technology Co.Ltd(601778) , benefiting from the increased proportion of distributed photovoltaic.
