Northbound funds are scrambling, and the six potential leading stocks of "photovoltaic energy storage" may be the next Jingyeda
Let's first learn about northbound funds, old friends should know what this is, northbound funds are also called smart funds, which are used by many people to judge the direction of the market.
Here's a simple example:The trading volume of A-shares is generally hundreds of billions or even trillions, but if the northbound funds flow out of billions, then the A-shares may face a bad environment, which is the power of northbound funds. In fact, Nan Zhu is looking forward to the day when domestic capital can stand up.
Energy issues have always been a hot topic at the moment, and there is no doubt that if you can master energy, you will have the initiative. Russia and Ukraine are more typical representatives. In the current global resource shortage, the search for sustainable, clean and environmentally friendly energy is undoubtedly the top priority.
Photovoltaic is undoubtedly the next trillion track, whether in terms of policy or its development, the future of photovoltaic is very huge.
In the dual-carbon environment, photovoltaics have also attracted development opportunities, and there are currently 86 companies with a total scale of more than 208GW of photovoltaic projects were opened, including 19 centralized photovoltaic power plants9GW, distributed PV is 218mw。
And with the technological innovation of photovoltaics, the future development is very huge, which can be seen from the following three points.
1. Technological change continues to accelerate, and the installed capacity will grow rapidly;
"One big and one small" has become the backbone, and large enterprises have seized the market;
3. The construction of UHV has been accelerated, and the installation of energy storage has become a trend.
We all know that the most difficult problem of electricity is energy storage, whether it is hydropower, wind power, thermal power, chemical power generation, energy storage is relatively core. Because of the problem of peak regulation in China from the perspective of energy, energy storage must be solved.
Especially in the trillion-dollar track of photovoltaics, energy storage is the top priority, it can be said that photovoltaic + energy storage is a perfect solution, and photovoltaic may lead to rapid development, after all, photovoltaic is not short of raw materials.
Secondly, energy storage in new energy and hydrogen energy is also the focus, otherwise these new energy vehicles and batteries will be charged. Including the battery life of many high-end equipment, it needs to rely on energy storage.
Let's take a look, the six potential leading stocks of "photovoltaic + energy storage" in the future will break out?
Mainly in the energy transition, it can provide power distribution solutions and smart products for global power, and at the same time can provide overall solutions such as household microgrids, industrial and commercial energy storage, and energy storage for public utilities, industrial and commercial enterprises, and residents, so as to help the popularization of clean energy.
It is a large-scale manufacturing technology company integrating production, design, R&D and service, and has three major sectors: environmental electrical appliances business and heat exchanger business represented by dehumidifiers and inverters. Therefore, it is the leader and innovator of new energy inverter technology, and has become a well-known company in the air conditioning heat exchanger industry and a leading brand in the high-end environmental electrical appliance industry.
It includes waste-to-energy, wind photovoltaic power generation and other fields. In the field of new energy power, we will build and operate clean energy projects such as waste-to-energy, photovoltaic and wind power, and build a first-class well-known new energy company through special construction, vigorous integration, effective operation and overall planning of clean energy.
The conventional energy and new energy are deeply integrated to form a multi-energy, efficient, friendly, mutually helpful, clean and complementary smart energy comprehensive technology system based on photovoltaic power generation and supplemented by other forms of power generation, so as to provide more professional and comprehensive one-stop services in the fields of smart energy and related smart cities and smart lives.
It is at the leading level in the low, medium and high voltage inverter industry, engaged in energy and power and industrial automation, and is an upstream company in the equipment manufacturing industry and photovoltaic power generation material manufacturing. Its IMARS BD series energy storage products can be widely used in various occasions such as small microgrid systems, industrial and commercial energy storage, and household energy storage.
Its subsidiaries have built new business growth points such as energy storage products, photovoltaics, and new energy, which have achieved results and have successively entered the mass production stage. At the same time, it is also vigorously stabilizing the core business power supply products.