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The hot spot rotation is still very fast, and the volume does not show any signs of amplification, so you still need to be patient and not too anxious.
Photovoltaic is the abbreviation of solar photovoltaic power generation system, which is a new type of power generation system that directly converts sunlight radiation energy into electrical energy by using the photovoltaic effect of solar cell semiconductor materials.
From the perspective of the photovoltaic industry chain, the upstream includes the smelting of monopolysilicon, ingot rods, slicing and other links, the midstream includes solar cell production, photovoltaic power generation module packaging and other links, and the downstream includes the installation and service of photovoltaic application systems.
First of all, there is the demand perspectiveThe industrial chain is establishing a foundation, and the demand for terminal installed capacity is expected to be raised, bringing positive development prospects for the photovoltaic industry.
Secondly, the domestic market perspective:China's installed photovoltaic capacity remains a leading position in the world. With the decline of the industrial chain, centralized photovoltaic will usher in explosive growth; By 2024, the reduction of costs will accelerate the implementation of installed capacity, the heat of terminal demand will continue unabated, and the iteration of new technologies will also inject new momentum into the development of the industry.
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1. Policy support: China has been committed to promoting the development of clean energy, and the photovoltaic industry is an important part of it. A series of supporting policies have been introduced to provide a good development environment for the photovoltaic industry.
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2. Growth in market demand: With the growing global demand for clean energy, the market demand for photovoltaics, as an important part of renewable energy, is also expanding.
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3. Technological progress and cost reduction: Photovoltaic technology continues to advance, efficiency continues to improve, and costs are gradually decreasing. This makes the cost of photovoltaic power generation gradually close to or even lower than that of traditional energy, and improves the competitiveness of photovoltaic power.
Brother Logic has also sorted out several companies in the photovoltaic concept, which can be collected and studied. Time will prove Brother Logic's judgment, let's take a look.
It has developed a photovoltaic grid-connected inverter with a power of about 110kw, which is suitable for industrial and commercial rooftop photovoltaic projects.
Focus on photovoltaic aspects such as backsheet repair tape, solar cell encapsulation film, and solar backsheet.
It has built an intelligent equipment manufacturing ecosystem, focusing on automation products such as photovoltaic intelligent complete sets of equipment and packaging intelligent complete sets of equipment.
Focus on the photovoltaic energy industry and involve rooftop photovoltaic power generation projects and waste heat power generation.
Photovoltaic + TOPCON cell + photovoltaic building integration + green electricity,It is committed to selling solar cell modules, the final products of the downstream of the industrial chain.
2. The stock price is about 6 yuan, the total market value is less than 7 billion, down 90%, and the net profit: 30.2 billion, a year-on-year increase of 52854%, the bottom limit multiplier breakthrough.
3. From a technical point of view, one yang wears more evenly, the chips are concentrated, ushering in a strong golden fork on the monthly line, and a new round of main rise is imminent.
Disclaimer: The above information is for reference only and does not constitute decision-making advice** There are risks, and investment needs to be cautious! ##