Today, the three major A-share indexes collectively closed up. The Shanghai Composite Index rose 0.98% to 3 100 points, the Shenzhen Composite Index rose 1. 16%, and the Growth Enterprise Market Index rose 1.2%. Photovoltaic equipment, jewelry and shipping ports were among the top gainers, while Chinese medicine, chemical pharmacy and pharmaceutical business sectors were among the top losers.
The pharmaceutical sector has become the main force in today's market. Hanyu Pharmaceutical fell by 20cm, while Shutaishen, Guangshengtang, Hendi Pharmaceutical and other stocks fell more than 10%, while Xinhua Pharmaceutical and Zhongsheng Pharmaceutical fell.
The A-share market rose more and fell less, and many big bull stocks were born in photovoltaic films. Butyl, the second new share, went up and down, and Tianyang New Material continued to go up and down.
The new shares have a daily limit.
Billions of giants are crazy, too
Ding Jide, which rose nearly 9% yesterday, closed at 38.68 yuan, up 10.0 1%.
In the news, the company announced that Liaoning Dingjide Petrochemical Technology, a wholly-owned subsidiary, plans to invest in the construction of POE (polyolefin elastomer) project, with a total investment of about 9.868 billion yuan, to build 400,000 tons/year POE, 300,000 tons/year α-olefin plant, 250,000 tons/year carbonate plant and 400Nm3/h electrolyzed water hydrogen production plant. The construction period of the project is 5 years and will be implemented in two phases; The total investment in the first phase is 5.962 billion yuan, and 200,000 tons/year POE and 300,000 tons/year α -olefin plants will be built.
In addition to Dingjide, another big bull stock in the photovoltaic film sector is Tianyang New Materials, which has been trading for two consecutive days.
The company previously announced that it plans to raise funds11.60 billion yuan for the 450 million square meter photovoltaic film project. In addition, the company previously announced that it had signed a film sales contract of 24 million square meters with a new energy source, accounting for about 90% of the annual sales of 202/kloc-0.
As a leading photovoltaic film company, Foster's share price performance is equally bright. After yesterday's daily limit, Foster's share price rose nearly 6% again today. At the close, the total market value of the stock approached the 90 billion yuan mark. Compared with bull stocks, it is Haiyou New Materials. Yesterday, the daily limit was 20cm, and today it rose by nearly 8%.
Why does it keep exploding?
With the rapid development of photovoltaic industry and the continuous upgrading and optimization of packaging materials, the market demand for POE thin film materials has greatly increased, and this field is expected to become a new demand growth point of photovoltaic industry, with broad domestic substitution space. With the iteration of N-type battery module technology, POE is expected to be fully applied to N-type modules, and the demand is expected to grow rapidly.
Nomura Oriental International Securities believes that photovoltaic films start the upward cycle to meet the increase in trading volume and profits. At present, the iterative technology of double glass and N-type battery further promotes the permeability of POE (polyolefin elastomer) film. At present, POE particles still need to rely heavily on overseas imports, and the supply is relatively rigid. When the demand grows rapidly, the guarantee and bargaining of particles become the key to ensure the income and profit of enterprises.
China Merchants Securities said that POE film has better physical and chemical properties and is more suitable for N-type batteries/components. Several Topcon component companies began to select and import POE films earlier. At present, the permeability of POE film is about 20%. It is expected that with the continuous growth of Topcon industry, the permeability of POE film may be accelerated accordingly. TOPConPOE is not a simple translation of the original double glass POE. At this stage, only the first few companies verify mass production. In addition, POE particles are mainly from foreign companies at present, and the supply of upstream granular materials may still be tight in the next 1-2 years. Therefore, film companies with mature product verification, high supply chain security and leading production expansion are expected to benefit.
The secret of sustained high growth
A number of bull stocks have appeared in the photovoltaic film plate. According to the statistics of Securities Times and DataBao, since 10, Saiwu Technology has increased by nearly 55%. Haiyou New Materials, Dingjide, Jizhi Technology, Satellite Chemistry and other stocks all rose more than 20%.
Haiyou New Materials is a high-tech enterprise engaged in the production and sales of R&D and special polymer films. Is a high-quality supplier of photovoltaic films, and its production capacity is constantly expanding.
Overall, the performance of the film sector is expected to continue to grow at a high speed. According to statistics, Jizhi Technology, Oriental Hong Sheng, Tianyang New Materials, Mingguan New Materials and other stocks have been unanimously predicted by institutions to double their net profit next year. Among them, the net profit growth rate of Jizhi Technology, Tianyang New Materials, Mingguan New Materials and Jingke Energy is expected to continue to grow at a high speed.