Recently, the Shenzhen Stock Exchange organized a symposium on listed companies in the field of green and low-carbon, which was attended by nine listed companies including Tianqi Lithium, Maiwei Co., Ltd., and Kedali.
At the symposium, the participating companies said that in recent years, the green and low-carbon industry has ushered in a period of strategic opportunities, and the competitiveness of the new energy industry chain has gradually improved, with outstanding advantages in many subdivisions, and has become an important force to promote high-quality economic development.
High R&D investment to create "green kinetic energy".
The participating companies exchanged views on improving the quality of listed companies, using capital market tools, carrying out independent R&D and innovation, building a good industry ecology, and actively rewarding investors.
In recent years, under the guidance of policy support, the green and low-carbon industry, which focuses on new energy, new energy vehicles, energy conservation and environmental protection, has ushered in a period of strategic opportunities and has become an important force to promote high-quality development.
In this process, related enterprises have also ushered in new opportunities for development, and their performance has achieved rapid growth. Taking ** as an example, in the first three quarters of 2023, ** companies in the green and low-carbon field performed well, with operating income and net profit in the first three quarters increasing year-on-year respectively27%。
Xingyuan Materials is a national high-tech enterprise specializing in the research and development, production and sales of lithium-ion battery separators and various functional films. The company has a market share of more than 10% and is one of the leading enterprises in the industry.
Xingyuan Material is a leading enterprise in the global lithium battery industry chain supported by the capital market. The company has experienced a process of rapid development in the past two years, with its market value rising from billions to nearly 50 billion in 2021. The relevant person in charge of the company said.
The green and low-carbon transformation provides a favorable "time" for the growth of enterprise performance, and the continuous increase of R&D investment by the enterprise itself gives "people" to the stable performance.
According to the data, the R&D investment of companies in the green and low-carbon field will exceed 114.4 billion yuan in 2022, accounting for about 20% of the total R&D investment. Continuous large-scale R&D investment has produced high-quality industrial scientific research results, and the independent and controllable level of core technologies in the industrial chain has continued to improve.
Maiwei Co., Ltd. is a high-end equipment manufacturer integrating mechanical design, electrical research, software development and precision manufacturing. The company's main products include automatic solar cell screen printing production line, heterojunction high-efficiency cell manufacturing overall solution, OLED flexible screen laser cutting equipment, Mini MicroLED wafer equipment, semiconductor wafer packaging equipment, etc.
At present, after the development of solar cell technology from conventional aluminum back-field BSF cell technology to PERC cell technology, driven by the internal demand of photovoltaic enterprises to further reduce costs and increase efficiency, HJT cell technology is in line with the law of photovoltaic industry development with its advantages of high conversion efficiency, low power failure, few process steps, and clear cost reduction routes, and is expected to become the mainstream route of the next generation of cells, and is the foundation of future technology.
In the iteration stage of battery technology, the company has always adhered to technological innovation. According to the relevant person in charge of Maiwei shares, the company has improved the HJT screen printing equipment on the basis of the original screen printing equipment, and has successively broken through the core process links of amorphous silicon thin film deposition and TCO film deposition through independent research and development.
Build leading enterprises in various segments
Mingyang Electric has been focusing on the new energy and power transmission and distribution equipment industry.
The company has just won the bid for 1,800 MW of ** Mangkang Ondo in Qamdo, which is currently the world's largest and highest new energy power generation project under construction, with an altitude of 4,200 meters to 4,800 metersIn October, it won the bid for the HG14 offshore photovoltaic 1000MW project of China Energy Group, which is the first GW-level large-capacity offshore photovoltaic project in the world to enter the implementation stage. The relevant person in charge of Mingyang Electric said.
According to reports, Mingyang Electric is the only industry leader in China that integrates sea and land boosting, substation, distribution and control, forming three main products of box-type substation, transformer and complete switchgear, covering all provinces and cities across the country and more than 40 countries and regions around the world, and is highly recognized by customers at home and abroad.
The relevant person in charge of Myway said that as one of the few leading companies in the current photovoltaic industry that can provide HJT solar cell production equipment, it has won the bid for a number of projects, such as Anhui Huasheng, King Kong Photovoltaic, India Reliance Industry and other projects have purchased the company's HJT solar cell line equipment. The HJT products provided by the company are being debugged and accepted in an orderly manner among downstream customers, and are expected to help China's photovoltaic industry continue to occupy the global market with the large-scale construction of HJT solar cell production lines.
After years of development and precipitation, China's new energy industry chain has formed a competitive advantage in the global market, and the professional main business of enterprises represented by listed companies in the field of green and low-carbon has been continuously cultivated in their respective subdivisions, and is committed to creating and becoming a beautiful "business card" of China's new energy industry.
Judging from the exchanges, the company is generally full of confidence in the long-term development situation of the industry, and said that it will make full use of the domestic and international markets and resources to achieve high-quality development.
The reporter learned that this symposium is a positive measure for the Shenzhen Stock Exchange to implement the spirit of the first financial work conference, aiming to gain an in-depth understanding of the development of the first green and low-carbon industry, and work with listed companies to promote the high-quality development path of the green and low-carbon industry, promote the precise service of finance to the real economy, and jointly do a good job in "green finance".