In recent years, with the support of the "double carbon" strategic goal and industrial policy, the photovoltaic industry in China has ushered in an unprecedented golden period of development. Today, Bian Xiao shared with you a list of leading photovoltaic concept stocks, hoping to help you.
Overview of photovoltaic concept stocks
1, the rise of the East
Related concepts: mainly engaged in solar cells, components, new materials, photovoltaic power plants, energy storage, new energy and other businesses.
Technical advantages: mainly reflected in the transformation and upgrading of the production process of solar cells, modules and EVA films. The related major technical improvements mainly include cleaning process, diffusion process, plasma chemical vapor deposition process, screen printing and high temperature sintering process. The anti-PID ability of the battery is further improved by using O3 ozone generator technology and the second generation O3 ozone generator technology.
2. Aixu shares
Related concepts: focus on the production and sales of R&D and high-efficiency solar cells.
Technical advantages: focusing on the field of 13 high-efficiency solar cells, the company has accumulated a solid technical foundation and a large number of personnel. The company has always attached importance to independent research and innovation of technology. In the first half of 2022, R&D investment was 560 million yuan, a year-on-year increase of 1 16.26%, which is the company's continuous leading technological advantage.
3. Dike shares
Related concepts: The main products are silver paste on the front of crystalline silicon solar cells, and various products such as conductive adhesive for solar tile modules, packaging and assembly materials for semiconductors and display lighting fields are actively developed.
Technical advantages: The company has 9 invention patents and 29 utility model patents, forming core technologies represented by glass system, organic system and silver powder system. The products have good performance and excellent stability, and become one of the main suppliers in the positive electrode silver paste market.
4, computer numerical control
Related concepts: focus on the research of photovoltaic crystalline silicon materials and engage in the manufacture of special processing equipment for crystalline silicon, covering a full set of product lines such as square cutting, truncation, grinding, rounding, chamfering and slicing for photovoltaic silicon wafer production.
Technical advantage: it has been continuously rated as a high-tech enterprise and approved by Wuxi to establish a municipal enterprise technology center. Its R&D capability is mainly reflected in its powerful machine tool design capability, good numerical control technology development capability and core precision parts manufacturing technology.
5. Yijing Optoelectronics
Related concepts: The main business of the subsidiary is the production and sales of monocrystalline silicon rods, monocrystalline silicon wafers, solar cells and solar cell modules, and it is one of the solar cell manufacturers with vertically integrated industrial chain.
Technical advantage: The company is the first manufacturer to apply PERC technology and black silicon double glass technology in mass production. The existing production line and the new production line are completely compatible with products below 2 10mm, with 362 patents, including invention patent11,utility model patent 249 and appearance patent 2.
6. Jinlang Technology
Related concepts: Main distributed photovoltaic power generation system core equipment group series inverter.
Technical advantages: To undertake the drafting and formulation of relevant industry standards, and participate in the drafting and formulation of service specifications for distributed photovoltaic power generation projects, technical specifications for testing household grid-connected photovoltaic power generation systems, and technical requirements for electrical safety design of household grid-connected photovoltaic power generation systems.
7. Gina stocks
Related concepts: domestic photovoltaic module automation equipment leader, downstream users cover many domestic photovoltaic module enterprises, and the business of many subsidiaries of the company has covered the entire product line of photovoltaic module equipment.
Technical advantages: the company is a technology-intensive industry, and the complete set of equipment for the automatic production line of solar photovoltaic modules is a combination of mechanical system, electrical control system, optical detection, sensing system, information management system and network system.
8. Aikang Keji
Related concepts: The main products include aluminum frames and brackets of solar cells, which occupy a leading position in the field of photovoltaic accessories.
Advantages of industrial chain: focusing on the manufacturing of accessories such as frame brackets, photovoltaic cells and components, and power station operation and maintenance, covering the upstream and downstream of the whole industrial chain, the industrial chain has obvious advantages.
9. Trust Rixinneng
Related concepts: A high-tech enterprise integrating monocrystalline and polycrystalline silicon solar cell chips, solar cell modules and solar cell application products. The main products include solar cell chips, solar cell modules, solar lamps, solar chargers, solar home power systems, etc.
Technical advantages: It has the manufacturing technology of complete production line equipment for amorphous silicon solar cells, high-efficiency crystalline silicon solar cells, key equipment for new flat solar collectors and key equipment for photovoltaic glass.
10, Lu Xiao science and technology
Related concepts: The photovoltaic power station projects reserved by subsidiary Yushun Jieneng are mainly distributed in Beijing, Hebei, Shaanxi, Mongolia, Shandong, Liaoning and other places, with low construction cost, sufficient lighting time, good income and obvious regional advantages.
Technical advantages: The company has a postdoctoral research center, a provincial technology center and other platforms, participated in the formulation and revision of 48 industry standards, has more than 90 patents, and develops 10 new products to the market every year.
List of photovoltaic cell concept stocks:
1, Longji green energy (60 10 12), the latest share price is 42.29 yuan, and the total market value is 320.6 billion yuan: the company has reserved a lot of research and development achievements in the next generation of N-type high-efficiency batteries such as HJT and IBC, as well as new technologies such as perovskite and laminated batteries, among which the conversion efficiency of HJT batteries reaches 25.26.
2. Tongwei Co., Ltd. (600438), the latest share price is 39.36 yuan, with a total market value of177.2 billion: the company's main products are aquatic feed, solar cells and high-purity crystalline silicon. On the new energy level, the company focuses on the research and development, manufacturing and marketing of high-purity crystalline silicon, solar cells and other products, and at the same time focuses on the investment, construction and operation and maintenance management of "fishing and light integration" terminal equipment power station. The company has formed an annual production capacity of 80,000 tons of high-purity crystalline silicon. The annual production capacity of solar cells is 27.5GW, of which the annual production capacity of single crystal cells is 24.5GW.
3. Jingke Energy (688223), the latest share price is 15.04 yuan, and the total market value is150.4 billion yuan: at present, it has the capacity of 16GWN Topcon batteries and components. Among them, Zhejiang Haining 8GW large-size N-type Topcon production capacity was put into production in February this year; Previously, the capacity of 8GWTOPCon put into production in Hefei, Anhui Province was also full.
4. Aixu Co., Ltd. (600732), the latest share price is 37.04 yuan, with a total market value of 48.23 billion yuan: The company has industry-leading PERC battery manufacturing technology and manufacturing supply capacity, and is one of the key distributors of PERC batteries in the world, mainly engaged in research and development, manufacturing and sales of high-efficiency solar cells.
5. Junda Co., Ltd. (002865), the latest share price is 165.49 yuan, and the total market value is 234.2 1 100 million: the company holds 5 1% equity of Jietai Technology, which is one of the most advanced photovoltaic battery manufacturers in China, and its production capacity is second only to Tongwei and Aixu among independent battery manufacturers listed on A-shares.
【WP pay】6。 Deere Laser (300776), the latest share price 12 1.42 yuan, with a total market value of 20.723 billion yuan: the cumulative order capacity of the SE primary laser doping equipment of Deere Laser Topcon photovoltaic cell has exceeded 100GW, and many other customers are docking; Laser transfer printing equipment has been delivered to many companies for single-line or full-line mass production verification equipment.
7.GCL Integration (002506), the latest share price is 3.05 yuan, and the total market value is1784.3 billion: 202 1 year 65438+February 3 1 day. The company decided to speed up the investment in Hefei component large-scale base project and Leshan GCL integrated high-efficiency Topcon photovoltaic cell project. 101On the evening of October 24th, the company announced that it planned to invest 8 billion yuan to lay out Topcon photovoltaic cells.
8. Mubang Hi-Tech (603398), the latest share price is 28.45 yuan, with a total market value of 9.748 billion yuan: On July 20th, it was announced that Jiangxi Mubang Hi-Tech Co., Ltd. and Wuzhou Municipal People's Government signed an investment contract for the project of 10GWTOPCON photovoltaic cell production base, and the project name was "10GWTOPCON photovoltaic cell production base". It is estimated that the total investment of the project is 5.2 billion yuan, of which the investment in production equipment is about 2.775 billion yuan.
9. Gina Co., Ltd. (603396), the latest share price is 73.68 yuan, with a total market value of 8.559 billion yuan: The company is mainly engaged in complete sets of photovoltaic cells, and has developed two kinds of photovoltaic N-type battery production equipment, Topcon and HJT.
10, ST Zhongli (002309), the latest share price is 4.77 yuan, and the total market value is 465438+58 million yuan: the company's photovoltaic business focuses on the research and development, production and sales of large-size single-crystal high-efficiency photovoltaic cells and components, as well as the development of photovoltaic power plants, and can provide customers with overall solutions for photovoltaic systems.
1 1, Win Digital Jewelry (002574), the latest share price is 68 1 yuan, with a total market value of 3.596 billion yuan: Win Digital Jewelry has signed an investment cooperation agreement for a new energy photovoltaic cell 20GW intelligent manufacturing project, with an estimated total investment of10 billion yuan. The first phase plans to build 10GW Topcon battery.
In 2023, the listed companies of solar leading stocks are:
Longji Green Energy (60 10 12): solar faucet. From photovoltaic materials, photovoltaic power generation equipment to solar power station systems, we provide all-round services for photovoltaic power generation, mainly engaged in research and development, manufacturing and sales of semiconductor materials, solar cells and components, electronic components and semiconductor equipment.
On March 7, Longji Green Energy's share price rose by 0.68% in five days, and this year's increase is 5.42%. The latest price is 44.440 yuan, and the price-earnings ratio is 26.3.
Jingsheng Electromechanical (3003 16): Solar faucet.
On March 7th, the share price of Jingsheng Electromechanical (3003 16) fell by 0.34% in five days. Since the beginning of this year, it has increased by 5.05% and dropped by 0.63%, and the latest price is 67.390 yuan/share.
TCL Central (002 129): Solar faucet.
According to the opening news on March 7th, TCL Central has increased by 20.84% this year, closing at 15. The stock fell 0.25% to 48.040 yuan, with a total market value of1552.52 million yuan and a PE of 36.5.
Other solar concept stocks include:
Shenneng (000027): In the past seven trading days, Shenneng rose by 2.37% as a whole, with a maximum of 6. 14 yuan and a minimum of 6.46 yuan, with a total turnover of 97,352,900 lots. It has increased by 2.53% since 2023.
Blue Sky in Xu Dong (000040): In recent 7 trading days, the blue sky in Xu Dong has fallen by 1.68%, the highest price is 4.2 yuan, and the total market value has fallen by 1.04 billion yuan, up by 9.62% since 2023.
Fangda Group (000055): In the past seven trading days, Fangda Group fell for five consecutive days, during which the overall decline was 0.59%, with the highest price of 5.33 yuan and the lowest price of 5.08 yuan. Compared with 7 trading days ago, the market value of Fangda Group decreased by 3.221.62 million yuan.
Shenseg (000058): In recent 7 trading days, Shenseg has dropped by 4.72% as a whole, with the highest price of 7.06 yuan and the lowest price of 7.4 yuan, with a total turnover of 1. 1 100 million lots. Since 2023, it has fallen by-14.75%.
China Great Wall (000066): The share price of China Great Wall rose by 6.2 1% in recent 7 days, and rose by 20.69% in 2023, with the highest price of 14.27 yuan and a market value of 43.645 billion yuan.
Chuanneng Power (000 155): In the past seven trading days, Chuanneng Power fell for five days, during which the overall decline was 4.5 1%, with the highest price 18.38 yuan and the lowest price18.0/kloc-0 yuan. Compared with 7 trading days ago, the market value of Chuanneng Power decreased by165438+66 million yuan.
Solar energy (00059 1): In the past seven trading days, solar energy rose for three consecutive days, with an overall increase of 0.28%, with the highest price of 7.2 1 yuan and the lowest price of 7.0 1 yuan. Compared with seven trading days ago, the market value of solar energy increased by 78184,500 yuan.