The information in Panzhong is changing rapidly, and the difference is thousands of miles. Timing is the key to victory or defeat!
23 years are coming to an end, and it has been in the ** period, but this time the market shines,The northbound inflow also began to flow into 10 billion, and Lao Mo stands at this node alsoVery optimistic about 24 years of **.
Why do you say that?
First of all, from the perspective of the external environment, it has begun to be quite liquid, and secondly, the country has generally begun to embrace the new economy, emerging industries will usher in opportunities for transformation.
And the presentThe overall valuation of the market is at a historical lowThe valuation of varieties has been very attractive, and the time for quantitative to qualitative changes in the market is approaching.
Recently, some leading enterprises have made significant progress in the field of BC battery technologyThe phenomenon of the track is rising, the industrial trend is expected to accelerate, and Lao Mo is also very optimisticBC batteriesThe value of the relevant investment.
Lao Mo is optimistic about the core logic of the direction of "BC battery".
1. With the development of new energy vehicles, the accelerated application of BC batteries has been promotedAnd BC cells are expected to become the mainstream technology route of photovoltaic cells in the future, the related industrial chain may usher in new opportunities.
BC battery technology is highly recognized by the industryEfficiency and cost are in the first echelon, and the technology has made substantial progress, which shows that the industry is worth looking forward to.
3. From the perspective of the marketbc batteries already have positive signalsFavored by the market, and this is the general direction of the relay lithium battery, and the incremental space contained in the future is worth looking forward to.
Lao Mo also selected these 6 "BC battery" companies in the market, let's take a look
The first, Yubang New Materials
We have developed and mass-produced welding strip products suitable for BC batteries, and continuously adjusted the application and overall solution of welding strip according to the process needs of customers in the application process.
The second, Haiyou New Materials
The company continues to research and develop HPBC batteries, ABC batteries and other fields, and has batched multi-category adhesive film products and continues to improve product quality and technical service levels.
The third, Mingguan New Materials
The company's adhesive film products and photovoltaic backsheet products have been used in BC cell packaging.
The fourth, Jiejia Weichuang
The tubular equipment PE-Poly launched on the TOPCon technology route has also been recognized by customers, and won the bid for the TOPCon battery project of the leading customer in the industry.
Fifth, Cybrid Technologies
For BC modules, the company's wire bonding tape is currently supplied to the head BC module manufacturers and has been delivered in batches, and the black high-reflective backplane can also be applied to BC modules and has been shipped in batches.
Sixth, the first share of BC battery
"BC cell + photovoltaic concept", the company has strengthened the product upgrade of BC batteries and HJT batteries, and related products have also achieved a leading share in the leading enterprises of HPBC technology and HJT.
The company's market value is more than 9 billionThe stock price is about 22 yuan, located at the bottom of the "** pit", favored by institutions and the main force.
From a technical point of view,MACD monthly line strong golden cross + a yang wear more evenThe main force is highly controlled, a new round of the main ascension is about to start, and now is a good time to lurk.
Learn more and welcome to communicate further with Lao Mo!
Special statement: The content only represents personal views and does not constitute any investment guidance, according to which you buy and sell, profit and loss at your own risk, ** risk, investment needs to be cautious!
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