Today (January 26), the main line of carbon neutralization was active. As of the close, the indexes of silicone and wind power sectors rose by more than 2%, and the UHV, pumped storage, hydrogen energy and other sectors strengthened collectively. Among them, Jiangsu Zhongtian Technology Co.Ltd(600522) , Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , Ficont Industry (Beijing) Co.Ltd(605305) , Longyuan Power, Dajin Heavy Industry Co.Ltd(002487) , Yunnan Energy Investment Co.Ltd(002053) and Haili wind power, Ningbo Orient Wires & Cables Co.Ltd(603606) rose by more than 9%. Among UHV concept stocks, Jiangsu Zhongtian Technology Co.Ltd(600522) , Qingdao Huijintong Power Equipment Co.Ltd(603577) rose, and China Xd Electric Co.Ltd(601179) , Xj Electric Co.Ltd(000400) , Jinguan Electric Co.Ltd(688517) , Nari Technology Co.Ltd(600406) led the rise.
Note: today’s trading limit of many wind power stocks (closing on January 26)
the policy is favorable for the rise of wind power stocks, and the share price of component leaders doubled on the first day
The strength of the wind power sector today is mainly boosted by the recent favorable policies. The Political Bureau of the CPC Central Committee recently conducted the 36th collective study on striving to achieve the goal of carbon peak and carbon neutralization, and proposed to strengthen the planning and construction based on large-scale wind power bases and supported by clean, efficient, advanced and energy-saving coal power around them A new energy supply and consumption system based on stable, safe and reliable UHV transmission and transformation lines.
In addition, the National Bureau of Statistics recently released data that in December, nuclear power, wind power and Cecep Solar Energy Co.Ltd(000591) power generation increased by 5.7%, 30.1% and 18.8% respectively year-on-year. Chuancai Securities pointed out that in recent years, the technology of wind power industry has been continuously optimized and upgraded, and the cost of wind turbine has decreased significantly. With the continuous progress of wind power technology, the cost of wind power components and power generation is still expected to decline, and the demand for onshore and offshore wind power is expected to be further released.
Due to the strong prosperity of the wind photovoltaic industry, wind power stocks ushered in the rising tide today, the photovoltaic concept also rose, and Jingke energy, the component photovoltaic leader listed today, also rose sharply on the first day. As of the closing, the company’s share price closed at 10.55 yuan, up 111%, and its total market value exceeded 100 billion yuan, reaching 105.5 billion yuan. The issuing price of the company is 5 yuan, and the issuing price earnings ratio is 54.9 times, which is slightly higher than the industry price earnings ratio of 48.8 times. If 500 shares are signed, the first day profit can reach 2775 yuan.
Note: n Jingke (Jingke energy) rose 111% on the first day (closing on January 26)
Jingke energy is mainly engaged in the R & D, production and sales of Cecep Solar Energy Co.Ltd(000591) photovoltaic modules, cells and silicon wafers, as well as the application and industrialization of photovoltaic technology. The company’s photovoltaic module shipment has ranked first in the world for four consecutive years from 2016 to 2019 and second in the world in 2020. Sinolink Securities Co.Ltd(600109) said in the recent research report that considering the company’s leading advantage in the layout of n-type products, 45xpe was given in 2022e, with a corresponding target price of 12.06 yuan (there is still 14.31% prospect space compared with the closing price of 10.55 yuan on January 26). It was covered for the first time and given a “buy” rating.
with the collective strength of carbon neutralization main line, track growth stocks can still pay attention to
Today, the overall rise of stocks in the two cities was more or less, and the mood was better than yesterday. Among the warming sectors, the main line of carbon neutralization was the most brilliant. In addition to the wind power sector, many new energy concept sectors such as silicone, UHV and hydrogen energy all rose and strengthened. Since this year, the new energy track has continued to decline. Due to the rise of water in the market last year and the preference of collective adjustment of funds for the undervalued sector of defense attribute, all sectors have ushered in adjustment. In addition, the high price of new energy raw materials and the market’s doubts about the sustainability of follow-up policies have also become fluctuating factors.
With the continuous positive policy in the near future and the resolution of market concerns, the sector also ushered in a rise. For the main line of carbon neutralization, some institutions pointed out that the core logic may still lie in track growth stocks. Sinolink Securities Co.Ltd(600109) believes that there are still many high-quality targets with strong certainty of high growth and even exceeding the expected space in the new energy sector this year, such as Tongwei Co.Ltd(600438) , Sungrow Power Supply Co.Ltd(300274) , Longi Green Energy Technology Co.Ltd(601012) in photovoltaic, stable leading position + cost advantage compared with peers + downstream demand of rapid growth, which has always been the core logic of these “track growth stocks”, It is expected that the subsequent performance will continue to deliver / exceed expectations, which will probably drive the share price of such targets to a new high.
In terms of the core target of the subdivided track, Minsheng Securities pointed out that the current concerns about the development of new energy have been fully digested. It is expected that with the intensive introduction of policies, the capacity expansion of the industrial chain will accelerate and the demand will increase. In 2022, the wind, light, storage, hydrogen and other industries will further accelerate their development on the basis of last year. Continue to look at the new energy sector and pay attention to:
Photovoltaic: Longi Green Energy Technology Co.Ltd(601012) , Ja Solar Technology Co.Ltd(002459) , Jingke energy, Trina Solar Co.Ltd(688599) , 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) , Flat Glass Group Co.Ltd(601865) , Hangzhou First Applied Material Co.Ltd(603806) , Shanghai Hiuv New Materials Co.Ltd(688680) , Kbc Corporation Ltd(688598) , Beijing Tianyishangjia New Material Corp.Ltd(688033) etc;
Wind power: Jinlei Technology Co.Ltd(300443) , Riyue Heavy Industry Co.Ltd(603218) , Zhangjiagang Guangda Special Material Co.Ltd(688186) , Titan Wind Energy (Suzhou) Co.Ltd(002531) , Dajin Heavy Industry Co.Ltd(002487) , Ningbo Orient Wires & Cables Co.Ltd(603606) , Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , Zhejiang Windey Co.Ltd(300772) , Ming Yang Smart Energy Group Limited(601615) , Xinjiang Goldwind Science And Technology Co.Ltd(002202) etc;
Energy storage: Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) , Pylon Technologies Co.Ltd(688063) , Sungrow Power Supply Co.Ltd(300274) , Ginlong Technologies Co.Ltd(300763) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) , Kehua Data Co.Ltd(002335) , Shenzhen Sinexcel Electric Co.Ltd(300693) , Shaanxi Baoguang Vacuum Electronic Apparatus Co.Ltd(600379) , Shenzhen Envicool Technology Co.Ltd(002837) , Guangdong Shenling Environmental Systems Co.Ltd(301018) , Sanhe Tongfei Refrigeration Co.Ltd(300990) , Songz Automobile Air Conditioning Co.Ltd(002454) , Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) , Jade Bird Fire Co.Ltd(002960) , Guoanda Co.Ltd(300902) etc;
New power systems: Henan Pinggao Electric Co.Ltd(600312) , Nari Technology Co.Ltd(600406) , Xj Electric Co.Ltd(000400) , Beijing Sifang Automation Co.Ltd(601126) , Sieyuan Electric Co.Ltd(002028) , Guodian Nanjing Automation Co.Ltd(600268) , State Grid Information&Communication Co.Ltd(600131) , Wiscom System Co.Ltd(002090) , Shanghai Holystar Information Technology Co.Ltd(688330) , Willfar Information Technology Co.Ltd(688100) , Yijiahe Technology Co.Ltd(603666) , Hangzhou Shenhao Technology Co.Ltd(300853) , Hangzhou Kelin Electric Co.Ltd(688611) etc;
Hydrogen energy: Hefei Kewell Power System Co.Ltd(688551) , Sungrow Power Supply Co.Ltd(300274) , Longi Green Energy Technology Co.Ltd(601012) , Kbc Corporation Ltd(688598) , Beijing Sinohytec Co.Ltd(688339) , Weichai Power Co.Ltd(000338) , Shenzhen Center Power Tech.Co.Ltd(002733) , Dongfang Electric Corporation Limited(600875) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) , etc.
