The photovoltaic sector’s stock price performance is improving, which concept stocks are good?

The photovoltaic sector’s stock price performance is improving, which concept stocks are good?

On August 9, the photovoltaic sector set off a daily limit trend, with 20 stocks hitting their daily limit or rising by more than 10%. The photovoltaic track became a This year’s hot spot in the market is that the photovoltaic inverter index has increased by nearly 40% during the year, and the photovoltaic index has also increased by more than 27% during the year. So today the editor is here to sort out the relevant knowledge about the photovoltaic sector, let’s take a look!

Photovoltaics have become an important direction for the energy transformation of various countries

Domestic and foreign markets have great expectations for photovoltaic equipment Increased demand is the driving force behind the rise of the photovoltaic sector. From a domestic perspective, the domestic installed photovoltaic power generation capacity in the first half of this year was 30.88GW, a year-on-year increase of 137.4%. Photovoltaic installed capacity in the first six months of this year has exceeded the total installed capacity in the first ten months of last year.

According to the practice of my country’s new photovoltaic installed capacity being mostly in the fourth quarter, the new installed capacity throughout this year will reach a new height. CITIC Securities stated that driven by the construction of large domestic wind and solar bases, the promotion of county-wide distributed photovoltaics and BIPV policies, industry demand is experiencing accelerated growth, and it is expected that domestic photovoltaic installed capacity will increase to 80GW in 2022.

Abroad, due to the dual impact of geopolitics and climate change, the world is transitioning to new energy. The draft REPowerEU plan announced by the European Union proposes to increase rooftop photovoltaic power generation by 15TWh in 2022. Europe is an important export destination for domestic photovoltaic companies. In 2020, 75% of the solar modules worth 8 billion euros it imported came from China.

The United States has also set its sights on photovoltaics. Its Senate recently passed the "Inflation Reduction Act" and plans to encourage the installation of rooftop photovoltaics by providing a 10-year consumer tax credit. Bank of China Securities pointed out that the policy will stimulate the release of local photovoltaic installed demand, and photovoltaic product exports to the United States are expected to rebound. The United States' new photovoltaic installed capacity throughout the year is expected to reach more than 30GW, further driving global photovoltaic installed demand to exceed expectations.

Affected by the growth in foreign photovoltaic demand, domestic photovoltaic module exports in the first half of this year were 78.6GW, a year-on-year increase of 74.3%; module exports were US$22.02 billion, a year-on-year increase of more than double. CITIC Securities said that Europe is accelerating the construction progress of photovoltaic projects and overseas installed capacity is expected to maintain a relatively high growth rate. Global installed capacity is expected to exceed 230GW in 2022.

The performance of 11 photovoltaic concept stocks doubled in their semi-annual reports

According to statistics from Securities Times·Databao, a total of 31 photovoltaic concept stocks have released their semi-annual reports, of which 22 stocks have net Profit increased year-on-year, accounting for more than 70% of the total. The net profit of 11 stocks in the first half of the year doubled year-on-year. Yujing Shares, Aixu Shares, and Jingquanhua achieved double-digit growth.

Jingquanhua’s semi-annual report net profit increased by 11.81 times year-on-year, and the company’s export business accounted for a relatively high proportion, exceeding 40%. The company stated that during the reporting period, the company actively promoted domestic and overseas business and achieved rapid growth in products in the field of photovoltaic applications, resulting in a significant increase in the company's operating income compared with the same period last year.

Jolywood's net profit in the first half of the year increased by more than 6 times year-on-year. The company said that its operating conditions and market expansion in the first half of the year were good, and its main business results such as photovoltaic application systems, photovoltaic backsheets, and battery components all achieved significant gains. increase. Zheshang Securities stated that the company’s photovoltaic system business has expanded rapidly and has long-term growth potential.

Since July, the above-mentioned 31 concept stocks have increased by an average of 15.15%. Junda shares ranked first in terms of cumulative increase, reaching 82.09%; Levima Xinco and Foran Energy also increased by more than 50%.

From the perspective of institutional attention, a total of 5 stocks have been rated by 10 or above institutions, namely Huaneng International, Daqo Energy, Levima Xinke, Hanbell Precision Machinery and Aixu Shares, among which Huaneng International has received the most attention from institutions, with a total of 21 institutions participating in the company's rating.

What are the leading volt concept stocks?

Solar energy:

Leader, in the past 5 trading days, solar energy has risen on 4 days, with an overall increase of 1.46 during the period %. Compared with five trading days ago, the market value of solar energy increased by 391 million yuan, an increase of 1.46%.

The company is mainly engaged in the investment and operation of solar photovoltaic power stations, as well as the production and sales of solar cell modules.

Hewang Electric:

Leading company, the share price of Hopeang Electric has increased by 4.49% in the past five days, and its total market value has increased by 787 million yuan. The current market value is 17.534 billion yuan. The stock price will increase by 7.02% in 2022.

Shenzhen Hewang Electric Co., Ltd. (stock code 603063) focuses on the research and development, production, sales and service of new energy and electrical transmission products. Its main products include wind power generation products, photovoltaic power generation products and industrial transmissions. products, etc., and has a complete independent development and testing platform for high-power power electronic devices and monitoring systems.

Tongwei Shares:

Leading company, in the past 5 trading days, Tongwei Shares fell by 4.27% as a whole, with the highest price being 56.52 yuan and the lowest price being 54.87 yuan. The total market value fell. 10.354 billion.

The company mainly focuses on the research and development, production and sales of polysilicon and solar cells. It is also committed to the investment, construction, operation and maintenance of terminal power stations such as "fishing and photovoltaic integration". The high-purity crystalline silicon production capacity of its wholly-owned subsidiary Yongxiang Co., Ltd. ranks among the top three in the world.

As a leading upstream company in domestic photovoltaic materials, Tongwei shares have a lot of room to make up for their gains as Longi and batch photovoltaic concept stocks break through new highs.

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