New energy is making a comeback, the five "new energy" leaders, and the king of subdivisions are released!(list).
For the new energy industry, it has been a year full of challenges and opportunities. Under the influence of multiple factors such as the tension of the first chain and policy adjustment, the new energy industry has shown strong resilience and development potential.
At present, the global new energy market demand continues to be strong, especially in the photovoltaic and wind power fields. Benefiting from technological advancements and cost reductions, both PV and wind power have achieved rapid growth in installed capacity and power generation.
At the same time, emerging fields such as energy storage and hydrogen energy are also accelerating their development and becoming new growth points for the new energy industry.
From the perspective of the disk, one of the directions of this round of ** is the new energy track represented by photovoltaics!Although it has once again fallen into a certain differentiation, in the context of the recent continuous and substantial inflow of funds, it is likely that it is still expected to be active repeatedly, so the follow-up focus will be on the trading volume of the market.
Due to the large internal weight of the new energy track, the demand for energy is higher, and if the follow-up market volume can maintain above 8-900 billion, it will be able to support the upward rotation between it.
In addition, the inflow of northbound funds and the selling pressure on the core** are also worth noting. For the direction of the new energy track, it is better to first look at the thinking of the first rotation.
In addition, the hermit is optimistic about new energy with the following two logics:
1) Some negative sentiment factors that suppressed the sector have been fully responded. For example, the cost pressure caused by the rising price of upstream lithium battery materials, and the price increase of the whole vehicle caused concerns about consumer demand.
However, for industries with large industry space and fast growth, when the negative factors are fully reflected, once there are marginal positive factors, it may re-stimulate the market's investment enthusiasm.
2) In the intelligent sector of new energy vehicles, Huawei asked the world in the early stage, and Xiaomi recently released SUVs, so the intelligent and electrification of this car will further boost the demand for new energy vehicles.
Therefore, the situation of oversupply of new energy batteries in the past will be improved.
Therefore, after an in-depth review, the hermit has excavated the "5 "New Energy" Core Leaders, especially the last one, which is expected to become the first wave!
1. Nanjing Public
The company has the resources and technical advantages to engage in the construction and operation of electric vehicle charging piles, charging stations and charging towers related to new energy and smart cities, smart parking services, contract energy management based on photovoltaic power generation, distributed energy and other businesses.
2. Jinpan Technology
One of the world's leading enterprises in the dry-type transformer industry, a pioneer in the combination of energy storage and digital intelligent manufacturing, and the world's first direct 35kV large-capacity energy storage equipment using all-liquid cooling and heating pipe technology.
3. Sieyuan Electric
The company is currently one of the few manufacturers in the power transmission and distribution equipment industry that can cover the product manufacturing and solutions of primary equipment, secondary equipment and power electronic devices in the power system. At present, it is in a leading position in the same industry.
4. CATL
The world's leading new energy innovation technology company, the use of power batteries has ranked first in the world for many years. The company attaches great importance to the research and development of products and technical processes, and has established a complete R&D system covering product research and development, engineering design, testing and verification, process manufacturing and other fields.
5. The most optimistic one for the hermit!
Clause. 1. The company that took the lead in mass production of liquid-cooled charging guns in China is at the international advanced level in terms of technology, and is also the core business of Huawei, BYD, Thalys, etc., which will fully benefit from the development dividend of the industry.
Clause. Second, low + low valuation, market value of less than 8 billionAt the bottom of the world, it is ushering in the best period of layout in the near future, with a short-term expected return of 30%.
Clause. Third, from a technical point of viewMACD daily weekly-monthly three-line golden cross, there is a bottom reversal signal, is expected to usher in the start of the pull-up!
Risk Warning: The views mentioned in this article only represent personal opinions, and the subject matter involved is not recommended. ##