Summary
[Theenergystoragesectorliftsthedailylimitandtheperformanceofthesestocksdoubles!】SinceOctoberamongover100companiesintheenergystoragesector27companieshavedisclosedtheirthird-quarterperformanceforecastsofwhich21companies’performanceisexpectedtoincrease(includingpre-increasingturninglossesslightlyincreasingandreducinglosses)Furtherstatisticsshowthat9companiesareexpectedtodoubletheirnetprofitfollowedbyZhiguangElectric(2128%)Shanshan(894%)GanfengLithium(678%)Xinpeng(175%)andAustrianTejia(165%)BankofChinaCashmere(160%)GEM(130%)MingyangIntelligent(120%)JiuzhouGroup(101%)
Yesterday (18th), Huawei officially announced the signing of the world‘s largest energy storage project-Saudi Arabia’s Red Sea New City Energy Storage Project. It is reported that the scale of the project will reach 1,300MWh. As soon as the news came out, the market opened today (19th), and the trillion-dollar energy storage market set off a daily limit wave. As of the close,Heshun ElectricClosed up 11.58%,Shandong Zhanggu、Jinko Technology、Shengyang shares、Songzhi sharesWait for the daily limit of many shares.
Oriental wealthChoice dataIt shows that since October, 27 of the over 100 companies in the energy storage sector have disclosed the third quarterPerformanceIn the forecast, 21 companies are expected to perform well (including pre-increasing, turning losses, slightly increasing, and reducing losses).Further statistics show that 9 companies are expected to achieveNet profitDoubled, in orderZhiguang Electric(2128%)、Shanshan shares(894%)、Ganfeng Lithium(678%)、Xinpeng shares(175%)、Aoteca(165%)、Bank of China Cashmere(160%)、Grammy(130%)、Mingyang Smart(120%)、Jiuzhou Group(101%)。
Specifically,Zhiguang ElectricThe performance growth rate ranks first, and the company is the leading enterprise in power management chips in China. Announced by the company on October 15announcement, The net profit attributable to the parent in the first three quarters is expected to reach 635-670 million, an increase of 2012.03%-2128.45% over the same period of the previous year.In addition, on the 17th, the company issued the latest announcement stating that twoExecutivesFitting calculations reduce holdings of no more than 0.6% of the shares. The data shows that since October, the company’s stock price has fallen 2.53%.
Orient SecuritiesIt is believed that the introduction of policies in many places is good for the development of energy storage. On the one hand, the National Development and Reform Commission canceled the sales price of industrial and commercial catalogs, accelerated the implementation of time-of-use electricity prices, and established a peak electricity price mechanism. On the other hand, improving the peak-to-valley time-of-use price mechanism in many places, and widening the peak-to-valley price difference is conducive to the development of the energy storage industry.recommendNingde era、Longi shares、JA Technology, It is recommended to pay attention to the inverter industrySungrow、Kehua Data、Jinlang Technology、Goodway, System integration companyPaineng Technology、Shenghong shares, EPC EnterpriseYongfu shares, New energy industryMingyang Smart，Trina Solar, Grid-related companiesSouth Grid Energy、Guodian NARI、State Grid Communication、Fuling Power、Xu Ji ElectricWait.
Sector focus
The energy storage sector rises in the early trading and the new energy mainline continues to be popular!A new consensus in the market is forming
That’s awesome! Huawei signs the world’s largest energy storage order! Spend 300 million in land to build a factory!Private equity boss Dan Bin is in a hurry
A news detonated the concept of sodium ion battery! The “20CM” daily limit energy storage is on fire again! How big is the market space?
(Article Source:Oriental wealthResearch center)
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