after yesterday’s in-depth adjustment, today’s A-Shares once rebounded, but the holiday effect is still obvious. The half day transaction in the morning is the lowest in the same period since the new year.
On the disk, the new energy track, which has been adjusted for many days, rose again across the board, with energy storage, photovoltaic, wind energy, UHV and other sectors leading the rise, while hotel catering, digital currency, tourism, covid-19 drug concept and other sectors leading the decline. The net inflow of funds going north was 2.925 billion yuan.
the market deeply adjusted the urgent repurchase of listed companies
After the sharp decline in the market, a number of listed companies issued share repurchase announcements today. Bethel Automotive Safety Systems Co.Ltd(603596) said that the company plans to buy back some of the company’s shares through centralized bidding trading, and use the repurchased shares for the later implementation of equity incentive or employee stock ownership plan by the company’s management and core employees. The number of shares to be repurchased this time shall not be less than 300000 shares (inclusive) and not more than 500000 shares (inclusive), and the repurchase price shall not exceed 108.89 yuan / share.
It is worth noting that the historical highest price of Bethel Automotive Safety Systems Co.Ltd(603596) was only 89.63 yuan. After days of correction, the price once fell below 73 yuan, and the repurchase price announced this time far exceeded the historical highest price. Bethel Automotive Safety Systems Co.Ltd(603596) this morning, the volume opened high and went straight to pull the limit. In addition, Jinyuan Ep Co.Ltd(000546) , Bethel Automotive Safety Systems Co.Ltd(603596) and others also released the share repurchase plan today, and the share price showed in the morning.
Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) can be said to be the fastest among all listed companies that announce repurchase. Yesterday, Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) announced that the company’s shares will be repurchased by means of centralized bidding transaction, with a maximum repurchase amount of 50 million yuan and a maximum repurchase price of 8.94 yuan / share, with a repurchase period of no more than 6 months.
On the day of yesterday’s announcement, Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) began action. Today Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) announced again that on January 25, 2022, the Company repurchased 5.6927 million shares for the first time through centralized bidding, accounting for 0.58% of the total share capital of the company. The highest transaction price was 5.17 yuan / share, the lowest transaction price was 4.96 yuan / share, and the total amount paid was 29.0305 million yuan (excluding transaction costs).
It is rare for to be so vigorous in a shares. According to the public data, Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) has been rooted in the field of wind power for many years. The research and development and production of parts for large-scale wind turbines and the investment and development of wind farms are the two main businesses of the company.
For the purpose of this repurchase, Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) said that based on the confidence in the company’s future development prospects and high recognition of the company’s value, in order to further establish and improve the company’s long-term incentive mechanism, fully mobilize the enthusiasm of the company’s middle and senior managers and core backbone personnel, and help the company’s long-term development On the basis of financial status, future profitability and development prospects, according to relevant regulations, the company plans to repurchase part of the company’s shares with its own funds, which will be used for the subsequent implementation of equity incentive or employee stock ownership plan.
with the rapid development of the industry, silicon material reproduces the price rise trend
Today, new energy stocks rose across the board, becoming one of the main driving forces of the market rebound. Ah photovoltaic stocks strengthened together. The A-share index opened higher and rose by more than 2% at one time, Jiangsu Zhongtian Technology Co.Ltd(600522) , Silvery Dragon Prestressed Materials Co.Ltd Tianjin(603969) and other strong trading limits. Hong Kong stocks Xinyi solar energy rose by more than 10% during the session, Flat Glass Group Co.Ltd(601865) glass and poly GCL energy rose strongly one after another; The wind energy sector also opened higher, with Haili wind power and Jiangyin Hengrun Heavy Industries Co.Ltd(603985) rising by more than 10%; UHV, charging pile, hydrogen energy, biomass energy and other sectors also rose strongly.
Jingke energy, a photovoltaic stock listed today, was also warmly sought after by the market. After a sharp opening, it continued to rise. It once triggered a temporary stop in the session, and the resumption of trading was still a strong upward attack, with an increase of up to 139%, and the market value was close to 120 billion yuan. It is reported that the production and sales scale of Jingke energy’s photovoltaic modules ranks among the top in the world, and the global photovoltaic module shipments rank first for four consecutive years from 2016 to 2019.
On January 21, the issuance results disclosed by Jingke energy showed that the company was abandoned by online investors for 1220800 shares, with an amount of 6.104 million yuan.
To achieve the dual carbon goal, the focus is to build a new power system with new energy as the main body. In recent years, under the influence of policies, China’s photovoltaic industry has developed rapidly. According to statistics, China’s new grid connected installed capacity of photovoltaic power generation was about 53 million kW in 2021, ranking first in the world for nine 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.
Due to the rapid development of photovoltaic industry, the prices of silicon materials and silicon wafers have risen again since the new year. According to the monitoring of business society, the price of polysilicon has increased by more than 3% compared with the beginning of the year.
Last week, the leading photovoltaic listed company Longi Green Energy Technology Co.Ltd(601012) announced a comprehensive price increase for silicon wafers, and the price of monocrystalline silicon wafers of various specifications increased by 2.4% – 5.1% compared with a month ago. As a leading enterprise, Longi Green Energy Technology Co.Ltd(601012) has a wind vane effect in the industry.
According to Longi Green Energy Technology Co.Ltd(601012) calculation, by 2030, the annual installation scale of global photovoltaic will reach more than 1500 GW; According to the life cycle of photovoltaic modules, the module replacement period starts from the 31st year after installation. These two factors promote photovoltaic to become a growing industry with an annual demand of more than 1000 GW. Tianjin Zhonghuan Semiconductor Co.Ltd(002129) also believes that in the medium and long term, with the support of policies, the construction of large scenic base and the promotion of photovoltaic in the whole county will be promoted rapidly, and the superimposed industries will continue to reduce costs and increase efficiency. Photovoltaic is expected to maintain a compound growth rate of more than 20% in the next few years.
Huachuang Securities said that it is firmly optimistic about investment opportunities in photovoltaic, wind power and energy storage sectors. Suggestions: 1) profit recovery logic of integrated component enterprises benefiting from the decline of silicon material price: Ja Solar Technology Co.Ltd(002459) , Longi Green Energy Technology Co.Ltd(601012) , Trina Solar Co.Ltd(688599) ; 2) Electrochemical energy storage battery enterprises Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) , Guangzhou Great Power Energy&Technology Co.Ltd(300438) , Shenzhen Dynanonic Co.Ltd(300769) , Jiangsu Lopal Tech.Co.Ltd(603906) , Hunan Zhongke Electric Co.Ltd(300035) , Shenzhen Capchem Technology.Ltd(300037) with broad growth space in the future; 3) Inverter links that extend the outlet and superimpose energy storage and fast shutdown concepts: Sungrow Power Supply Co.Ltd(300274) , Ginlong Technologies Co.Ltd(300763) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) , Ningbo Deye Technology Co.Ltd(605117) ; 4) Photovoltaic auxiliary materials with stable and good pattern: Hangzhou First Applied Material Co.Ltd(603806) , Flat Glass Group Co.Ltd(601865) ; 5) Relevant targets of new power system construction Nari Technology Co.Ltd(600406) , Xj Electric Co.Ltd(000400) , etc.
