On January 19, Hurun Research Institute released the latest Hurun China 500 most valuable private companies 2021. The list ranks China’s top 500 non-state-owned enterprises according to their market value or valuation. The market value of the listed company is calculated according to the closing price on November 19, 2021.
According to the statistics of Hurun Research Institute, the energy industry has risen rapidly in the past year, becoming the second industry with the largest number of top 500 enterprises, and the chemical industry has risen from the sixth to the third.
In terms of the proportion of value increase, the top three enterprises are related to the photovoltaic industry. They are Trina Solar Co.Ltd(688599) (688599. SH), Hoshine Silicon Industry Co.Ltd(603260) (603260. SH) and Sungrow Power Supply Co.Ltd(300274) (300274. SZ), with increases of 576%, 529% and 406% respectively.
According to the interface news, there are eight photovoltaic related enterprises in the top 100 of the above list, namely Longi Green Energy Technology Co.Ltd(601012) (601012. SH), Tongwei group, Sungrow Power Supply Co.Ltd(300274) , Hoshine Silicon Industry Co.Ltd(603260) , Trina Solar Co.Ltd(688599) , Ja Solar Technology Co.Ltd(002459) (002459. SZ), Tianjin Zhonghuan Semiconductor Co.Ltd(002129) (002129. SZ) and Xinjiang Daqo New Energy Co.Ltd(688303) (688303. SH).
Among them, Longi Green Energy Technology Co.Ltd(601012) ranked the top 15, up 14 places compared with the ranking of the previous year. At present, it is worth 497 billion yuan, an increase of 68%.
Tongwei group and Sungrow Power Supply Co.Ltd(300274) ranked 43rd and 46th respectively. The value of Tongwei group increased by 84% during the year
Source: Hurun Institute
Hoshine Silicon Industry Co.Ltd(603260) ranked 69, an increase of 349 over the previous year. The company is a double leader in industrial silicon and silicone. It is also one of the enterprises with the most complete business chain and the largest production scale in China’s silicon-based new materials industry.
The production capacity of industrial silicon and silicone monomers owned by the company are 730000 T / A and 930000 T / a respectively, ranking first in China.
According to the performance forecast for 2021, the net profit attributable to shareholders of Listed Companies in 2021 was RMB 8.5 billion-8.7 billion, with a year-on-year increase of 505.28% – 519.52%.
Trina Solar Co.Ltd(688599) has performed well since returning to A-Shares in 2020. Last year, the ranking rose 387 to No. 73 on the list. The company announced on January 18 that its net profit in 2021 is expected to be 1.72 billion yuan – 2.05 billion yuan, a year-on-year increase of 39.92% – 66.76%.
Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Xinjiang Daqo New Energy Co.Ltd(688303) last year’s top 100 newcomers ranked 88th and 100th respectively.
According to the industrial chain, the silicon material end has undoubtedly become the biggest winner in the photovoltaic industry. The listed companies Tongwei Co.Ltd(600438) (600438. SH), Hoshine Silicon Industry Co.Ltd(603260) , Xinjiang Daqo New Energy Co.Ltd(688303) of Tongwei group are the leaders of photovoltaic silicon materials.
Longi Green Energy Technology Co.Ltd(601012) reached the top of the world in the two links of silicon wafer and components. Tianjin Zhonghuan Semiconductor Co.Ltd(002129) is mainly engaged in semiconductor materials and new energy industry. It is the silicon wafer giant second only to Longi Green Energy Technology Co.Ltd(601012) . By the end of 2020, its controlling shareholder was changed to Tcl Technology Group Corporation(000100) .
Trina Solar Co.Ltd(688599) , Ja Solar Technology Co.Ltd(002459) is mainly engaged in photovoltaic modules. According to PV Tech’s latest ranking of top 10 global component suppliers in 2021, Trina Solar Co.Ltd(688599) in 2021, the global ranking of component shipments rose from fourth to second, and Ja Solar Technology Co.Ltd(002459) ranked third in the world.
Sungrow Power Supply Co.Ltd(300274) is the leading of photovoltaic inverter. According to the data of Hurun Institute, since the outbreak of covid-19 epidemic in 2020, Sungrow Power Supply Co.Ltd(300274) value has soared, with an increase of 1400%.
In 2020, Sungrow Power Supply Co.Ltd(300274) accounted for 83.09% of photovoltaic revenue. Among them, the investment and development revenue of the power station reached 8.2 billion yuan, accounting for 42.66%; The revenue of photovoltaic inverter and other power conversion equipment reached 7.5 billion yuan, accounting for 38.97%.
Inverter is one of the core components of photovoltaic system and plays an important role in the industrial chain. At present, Huawei’s photovoltaic inverter shipment ranks first in the world.
The above eight photovoltaic related enterprises listed in the top 100 have a market value of more than 100 billion yuan.
