Late at night on Friday, February 23, there were four striking pieces of news coming out of the market.
First of all, the regulator said that they will intensify the crackdown on illegal activities such as fraudulent issuance, financial fraud and illegal occupation by major shareholders of listed companies, so as to prevent counterfeiters from hiding the sky and fooling the world.
This measure will undoubtedly improve the transparency and fairness of the market and help protect the legitimate rights and interests of investors. With the revision of the ** law and the thunderous means of the new person in charge of supervision, there will be fewer and fewer cases of enterprises passing through the customs with illness.
The village also denied the rumors that the IPO had been investigated for 10 years, and said that if there was an illegal act, it would still be punished. This demonstrates the rigor and professionalism of the new Head of Supervision.
Second, the regulator emphasized that it will strengthen the monitoring and analysis of quantitative trading, especially high-frequency trading.
Recently, regulators have taken measures to crack down on quantitative short selling, which has had a deterrent effect on the market's short selling power. Mentioning this topic again tonight means that the regulatory authorities will continue to pay attention to high-frequency trading behaviors such as quantitative **, and curb their short-selling power on A-shares, which is conducive to the cohesion of long-term forces and the *** of A-shares
The third piece of news is about foreign investment.
Regulators said that they should take stabilizing foreign investment as an important force to do a good job in this year's economic work. Foreign investors are an important force in promoting the common prosperity and development of China's economy and the world economy, and we welcome foreign investment in China, especially in emerging industries such as photovoltaics and semiconductors. Holding core targets through the secondary market will also affect the interests of foreign investors when these companies are subject to foreign restrictions.
Finally, the good news about the PV industry has also attracted the attention of the market.
The price increase information of leading enterprises has been released, and some photovoltaic companies have begun to try to raise prices according to the signing situation.
With the increase in polysilicon and module production and inventory reduction, module prices have also been announced, indicating that the worst of the PV industry has passed, and signs of recovery are beginning to appear.
For this reason, after repeated research and confirmation, several photovoltaic-related stocks have been selected
1. LONGi Green Energy
Focusing on the R&D, production and sales of monocrystalline silicon rods and wafers, it is the world's largest manufacturer of solar monocrystalline silicon photovoltaic products. The main business includes the R&D, production and sales of monocrystalline silicon rods, silicon wafers, cells and modules, as well as the investment, development, construction and operation of photovoltaic ground power stations and distributed power stations.
LONGi's share price hit a high of 125 in 202168 yuan, and the current stock price is hovering around 30 yuan.
2. Sungrow
It is a national key high-tech enterprise focusing on solar energy R&D, production, sales and service, and is also a leading photovoltaic inverter enterprise in China, leading the world in photovoltaic inverter shipments.
Sungrow's quarterly report shows that the net profit is 150.8 billion yuan, a year-on-year increase of 2669%, it is expected that in the semi-annual report, the performance will still maintain strong growth.
3. TCL Central
It is a semiconductor and new energy technology company, whose main business includes photovoltaic silicon wafers, photovoltaic modules and other silicon materials. The first quarterly report shows that the net profit is 225.3 billion yuan, a year-on-year increase of 719%。
4. Foster
It is a leading enterprise of photovoltaic adhesive film, and its main business is photovoltaic adhesive film and photovoltaic backsheet, and photovoltaic adhesive film accounts for 90% of the total business. The first quarterly report shows that the net profit is 36.4 billion yuan, a year-on-year increase of 746%。
5. Jingsheng Electromechanical
It is a leading supplier of crystalline silicon growth equipment, whose main business is the R&D, manufacturing and sales of crystalline growth equipment and its control system, providing global competitive high-end equipment and high-quality services for the photovoltaic industry. The first quarterly report shows that the net profit is 88.7 billion yuan, a year-on-year increase of 10043%。
6. The last one is the most optimistic and selective.
One of the world's largest providers of solar photovoltaic products and energy solutions, and one of the world's largest developers of solar power plants.
The company's performance has improved steadily, and it is expected to continue to grow at a high rate throughout the year.
Technically, the company is at a historical low, with a single peak of chips and great explosive potential.
* Over-falling trend, volume stabilized, broke through the 20-day**, and multi-day** diverged in a bullish trend
The main control is good, the technical form is close to perfect, and the short-term is expected to rise by at least 60%.
(The last one, the avatar is a small envelope, and it is 8, which is immediately displayed, not Pingloun District).