Seven departments jointly issued a document, and this sector rose strongly.
In the morning trading on January 24, the photovoltaic sector rose and strengthened. Moso Power Supply Technology Co.Ltd(002660) , Yingkou Jinchen Machinery Co.Ltd(603396) , Ningbo Deye Technology Co.Ltd(605117) , Hainan Drinda Automotive Trim Co.Ltd(002865) strong limit. Ginlong Technologies Co.Ltd(300763) , Flat Glass Group Co.Ltd(601865) , Ja Solar Technology Co.Ltd(002459) , Kbc Corporation Ltd(688598) and others rose by more than 6%.
In fact, since December 17 last year, the correction of the photovoltaic sector since the high point has lasted for more than a month. in terms of news, the implementation plan for promoting green consumption jointly issued by seven departments including the national development and Reform Commission and the Ministry of industry and information technology recently proposed to further stimulate the green power consumption potential of the whole society. in the first year of the 14th five year plan, the construction of photovoltaic power generation achieved new breakthroughs and presented new characteristics. Among them, distributed photovoltaic reached 107.5 million KW, exceeding 100 million KW, accounting for about one third of the total installed capacity of photovoltaic power generation. Among the newly installed grid connected photovoltaic power generation, distributed photovoltaic power generation increased by about 29 million KW, accounting for about 55% of the total newly installed photovoltaic power generation, exceeding 50% for the first time in history. The development trend of both centralized and distributed photovoltaic power generation is obvious.
photovoltaic installed capacity ranks first in the world for seven consecutive years
By the end of 2021, the installed capacity of grid connected photovoltaic power generation had reached 306 million KW, breaking the 300 million KW mark, ranking first in the world for seven consecutive years.
Throughout 2021, the installed capacity of household photovoltaic in various provinces also surfaced. The installed capacity of new households in Shandong, Hebei, Henan and Anhui exceeded 1 million KW. Among them, Shandong, Hebei and Henan ranked first in terms of new installed capacity, with 7.6322 million KW, 5.3407 million KW and 3.4323 million KW respectively.
Since January 2022, China’s photovoltaic market has shown a strong momentum in the off-season. The rise in the price of photovoltaic industry chain proves this phenomenon.
18 shares, 2021 performance pre increase
According to the statistics of data treasure, there are 71 photovoltaic concept stocks in the A-share market, with a total market value of more than 2.8 trillion yuan, and 10 stock markets worth more than 100 billion, including Longi Green Energy Technology Co.Ltd(601012) , Sungrow Power Supply Co.Ltd(300274) , Tongwei Co.Ltd(600438) . The valuations of Tbea Co.Ltd(600089) and Shanxi Coal International Energy Group Co.Ltd(600546) are lower, both below 15 times.
In terms of market performance, 71 shares have fallen by more than 10% on average since 2022, Shanxi Coal International Energy Group Co.Ltd(600546) , Jiangsu Zhongli Group Co.Ltd(002309) , Ginlong Technologies Co.Ltd(300763) have increased by more than 7% , of which Shanxi Coal International Energy Group Co.Ltd(600546) has increased by nearly 25%. At the same time, Yingkou Jinchen Machinery Co.Ltd(603396) , Arctech Solar Holding Co.Ltd(688408) , Shouhang High-Tech Energy Co.Ltd(002665) and so on.
From the performance forecast, 19 shares issued the performance forecast for 2021. Except for Jiangsu Zhongli Group Co.Ltd(002309) continued losses, the performance of the remaining 18 shares increased in advance. The upper limit of net profit growth in Shanxi Coal International Energy Group Co.Ltd(600546) , Eaglerise Electric & Electronic (China) Co.Ltd(002922) , Tangshan Sunfar Silicon Industry Co.Ltd(603938) 2021 exceeded 250% and Shanxi Coal International Energy Group Co.Ltd(600546) exceeded 500%, which was mainly due to the continuous improvement of the prosperity of the coal industry, the impact of the continuous rise of coal market prices and the significant increase of the company’s profitability during the reporting period.
Among the pre increased shares of the above performance, 6 shares have been increased by going north since the beginning of the year, including Kbc Corporation Ltd(688598) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Wuxi Shangji Automation Co.Ltd(603185) , Suzhou Maxwell Technologies Co.Ltd(300751) , Crystal Clear Electronic Material Co.Ltd(300655) and Trina Solar Co.Ltd(688599) , of which Kbc Corporation Ltd(688598) has the largest increase of 0.79 percentage points, and the upper limit of net profit growth in 2021 has reached 200.16%. The company’s main products are advanced carbon matrix composite products, At present, it is mainly used in the thermal field system of photovoltaic crystal silicon drawing furnace, which mainly benefits from the capacity expansion and strong demand of the downstream photovoltaic industry. The company expands its capacity in due time, and the increase of product sales leads to the increase of the company’s operating revenue.
