On May 19, the wind power concept index rose 3.16%, significantly outperforming the Shanghai Composite Index (up 0.36%), ranking at the top of the Hithink Royalflush Information Network Co.Ltd(300033) concept index. In terms of individual stocks, individual stocks including Zhangjiagang Zhonghuan Hailu High-End Equipmentco.Ltd(301040) , Yunnan Energy Investment Co.Ltd(002053) , Jiangsu Zhenjiang Newenergy Equipment Co.Ltd(603507) , Dajin Heavy Industry Co.Ltd(002487) , Jiangsu Zhongli Group Co.Ltd(002309) , etc. all realized the daily limit.
In this regard, Liu Youhua, deputy director of wealth Research Department of paipai.com, told the reporter of Securities Daily: “Today’s strength of the wind power sector is due to the resonance of multiple factors. On the one hand, the overall valuation of the whole wind power sector is below the historical median, with a certain margin of safety; on the other hand, the bidding of wind power has continued to exceed expectations since this year. At the same time, the Fed’s interest rate increase will lead to the decline of raw material prices and reduce the cost of the wind power industry chain, which will help improve the profitability of enterprises, and the wind power industry shows a good momentum of volume increase and price stability.”
Yuan Huaming, general manager of Huahui Chuangfu investment, told the Securities Daily: “there are signs of marginal improvement in China’s epidemic situation, the steady growth policy is still strengthening, and investor confidence has been boosted. It is more favorable for the wind power sector with” offensive “varieties, driving today’s market of wind power panels.”
Capital is also an important factor driving the rise of the wind power sector index. As of the closing on May 19, a total of 100 stocks in the wind power sector had received a large net inflow of single funds, with a net inflow of 4.274 billion yuan. Among which include the ‘ Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) 11individual stocks, including Xinjiang Goldwind Science And Technology Co.Ltd(002202) , Yunnan Energy Investment Co.Ltd(002053) etc., received large single capital, with a net inflow of more than 100 million yuan.
Yin Jiayin, chairman of Chuxin holdings, told the reporter of Securities Daily: “From the perspective of fundamentals, the bidding of onshore wind power projects in the wind power industry has continued to speed up since the second half of last year, and the bidding of offshore wind power projects has also accelerated this year. It is expected to contribute to the increment together with onshore wind power in 2023. Under the policy background of steady growth, long-term infrastructure construction projects represented by wind power will become one of the leading driving forces for sustainable economic development; from the perspective of policy, many local governments are in the 14th five year plan.” In the planning, wind power support policies have been issued successively, old wind farms have been upgraded, and new wind farms have been planned and constructed, and the policy has continued to improve. “
Of course, the performance of the wind power sector is also commendable. Judging from the year-on-year growth of net profit in the first quarter of this year announced by listed companies, by the end of the first quarter, 78 listed companies in the wind power sector had achieved year-on-year growth, and the net profit of 19 wind power enterprises, including Changzhou Shenli Electrical Machine Incorporated Company(603819) , Jiangxi Special Electric Motor Co.Ltd(002176) , Liaoning Energy Industry Co.Ltd(600758) , Zhejiang Provincial New Energy Investment Group Co.Ltd(600032) , Ming Yang Smart Energy Group Limited(601615) , increased by more than 100% year-on-year.
Long Hao, chairman of Jinding assets, told the reporter of Securities Daily: “In the context of the global dual carbon strategy, adjusting the energy structure and industrial structure and accelerating energy transformation have become the top priority for green development in various countries. Clean energy such as wind power and Cecep Solar Energy Co.Ltd(000591) power generation has become the top priority in the development of various Shanxi Guoxin Energy Corporation Limited(600617) fields. With the decline of wind power cost, the number of clean energy projects such as wind power in China continues to grow, the growth attribute of clean energy industry continues to strengthen, and the development space of wind power industry is huge Big. It can be expected that the state will increase the policy preference in photovoltaic, wind power, energy storage, power grid supporting and new energy operation, and the profits of wind power related industrial chain enterprises are gradually repairing. “
For investment opportunities in the wind power sector, Yin Jiayin said: “with the significant reduction in the bidding price of wind turbines, driving the cost reduction of the industrial chain, offshore wind power is entering the parity stage step by step. During the 14th Five Year Plan period, under the background of the continuous promotion of offshore wind power projects, the cumulative landing scale of wind power in China is expected to reach more than 60GW and may be further accelerated. It is a huge market space for relevant listed companies, and we are optimistic about the investment opportunities of wind power enterprises.”
Yuan Huaming said, “the penetration rate of wind power in the world is low, which determines that the growth space of the industry is very huge. At present, the wind power industry has begun to take shape in China, and a number of brand enterprises with global competitiveness have emerged. Especially under the background of stable growth policy, wind power enterprises are expected to continue to maintain a high prosperity, which is a very good investment target for investors.”
Table: on May 19, the net inflow of large single capital of wind power sector exceeded 100 million yuan. List of individual stocks p align = “center” prepared by Yao Yao
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