A shares detonated three times: Musk concept stocks formally established today
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Source: In the recent A-share market of Caitong News Agency, in addition to some sectors that have risen due to the epidemic, another big hit is “Iron Man” Musk.
Last week, soaring Tesla joints drove the new energy vehicle stocks in the A-share market soaring; since then, StarChain plans to add another fire to the satellite navigation sector.
Recently, Musk’s tweet about the solar roof once again made the photovoltaic solar panel rise.
Today, the photovoltaic concept stocks of both A shares and Hong Kong stocks rose sharply.
The A-share photovoltaic index rose 6%, and within the sector, there were nearly 20 stocks such as Rixin Energy, Jiawei Xinneng, Yijing Optoelectronics (right protection), Aikang Technology, and Tongwei.
Hong Kong stocks Follett Glass and Xinyi Solar both hit record highs. GCL-Poly Energy recorded a cumulative increase of more than 33% over the two trading days.
Stocks in the photovoltaic sector, such as Tongwei Co., Ltd., and other stocks set off and stopped rising on Wednesday (February 12). The Shanghai and Shenzhen stock indexes fluctuated in a narrow range in the morning and rose sharply in the afternoon.
At the close, the Shanghai Index rose 0.
87% stood at 2,900 points, and the Shenzhen Component Index rose 1.
6%, GEM Index rose sharply 2.
From the surface of the disk, the photovoltaic sector has a unique composition, and concept stocks have risen and stopped.
The final close, the photovoltaic index rose by 6.
Within the sector, 51 companies increased while only 2 companies declined.
Including the daily limit of close to 20 stocks, such as Tuori Xinneng, Jiawei Xinneng, Yijing Optoelectronics, Aikang Technology, and Tongwei.
In the Hong Kong stock market, Follett Glass rose nearly 11%, a record high; Xinyi Solar Energy rose 6.
15%, a record high.
The most powerful one is GCL-Poly Energy, which has also increased by more than 10% today. It just soared 21% yesterday, and gradually increased by more than 33% in two trading days.
Regarding today’s photovoltaic system, the global system is generally considered to be related to Tesla, Tongwei Group and recent photovoltaic policies.
Tesla CEO Musk tweeted on Monday that the company is stepping up the installation of solar roofs in the San Francisco Bay Area, and that the business will soon enter the Chinese and European markets, and the exact time will be announced soon.
In addition, the domestic photovoltaic industry giant Tongwei has just announced that it will invest heavily in the industry to expand production.
On the evening of February 11, Tongwei announced that it planned to spend US $ 20 billion to construct an annual output of 30GW high-efficiency solar cells and ancillary projects.
Project Phase I 7.
The 5GW project was launched before March this year and completed and put into operation in 2021. The follow-up projects will be gradually completed and put into operation in the next 3 to 5 years according to market demand.
Tongwei shares said that after the implementation of the project, the company’s solar cell and supporting project capacity will reach 60GW, further highlighting the company’s scale advantage and consolidating the company’s core competitiveness and leading scale in the field of solar cells.
According to the current market mainstream battery prices, after the 30GW high-efficiency solar cell project is completed and put into operation, it is estimated that the company’s new operating income will be about 30 billion yuan / year.
At the same time as the new project was announced, Tongwei also disclosed the restructuring of 2020-2023 and the development plan of the photovoltaic cell business. In the solar cell business, Tongwei plans to accumulate a target of 30-40GW in 2020 and a production target of 2023.It is 80-100GW.
Domestic photovoltaic related policies have recently been introduced intensively.
The relevant person in charge of the Ministry of Finance updated on February 3, according to factors such as fund collection and power consumption growth, it is estimated that the amount of additional subsidy funds will be $ 5 billion in 2020, which can be used to support the increase of wind power, photovoltaic power generation and biomass power generation projects.
The National Development and Reform Commission and the National Energy Administration will further clarify the types and types of compensation for renewable energy generation that can be supplemented by 2020, and introduce specific management methods to ensure that the increase in the supplementary quota of projects is controlled within 5 billion.
At present, the National Energy Administration has solicited opinions from various parties on the management of wind power and photovoltaic power generation in 2020, and is currently revising it.
Recently, some enterprises have accepted the telephone notice of the Price Draft of the 2020 Photovoltaic Power Plant Policy of the National Development and Reform Commission.
According to the notice, the guidance prices for the supplementary centralized photovoltaic power stations in the first, second and third resource areas divided into national financial subsidies are determined to be 0 per kWh.
33 yuan (including tax, the same below), 0.
38 yuan, 0.
47 yuan, the highest price of industrial and commercial distribution is 0.
05 yuan / kWh, the household electricity price is temporarily undecided.
It is reported that the competent authority required to submit feedback before this week.
Comparing the bidding analysis in 2019, it can be found that the determination of the guideline electricity price in 2020 and the price reduction are basically consistent with the trend of parity electricity prices for ground generators in 2019.
”Iron Man” Musk and “Share God” Buffett both bet on solar power to rotate A shares through Tesla and Space X continuously. This time, Musk’s eyes were on the roof again.
Musk recently said on social media that while the United States is stepping up the installation of its solar roof business, Tesla claims to expand the business to the European and Chinese markets, and will soon announce specific schedules.
Prior to this, Musk was fully prepared. As early as last October, Tesla launched the third-generation solar roof, hoping to increase production to 1,000 new roofs per week, and at the time the earnings callAccording to the meeting, the third-generation products are ready for large-scale deployment.
What makes everyone feel coincident is that as early as this year, Buffett also coveted solar panels for a long time.
In fact, the inextricable relationship between Buffett and solar energy can be repeated until the Berkshire Hathaway Annual Shareholders’ General Meeting in 2017. At that time, he expressed a strong appetite for wind or solar energy. If someone comes in tomorrow to sell a solarProjects that require $ 10 billion or $ 3 billion in investment are ready to go.
This opportunity is more beneficial.
At the time, he planned that capital expenditure in the next two years would increase by $ 4.6 billion compared to 2016, mainly for wind and solar projects.
Later, in a review article published on the US Forbes website, “Why Buffett Targeted China,” one of China’s main alternatives was investment in clean technology and renewable energy.
According to the International Energy Agency (IEA), China accounted for 40% of global renewable energy growth in 2017.
In the same year, China’s National Energy Administration announced plans to increase investment in renewable energy industries including wind and solar energy by 2020.
5 trillion yuan.
According to Reuters, this will create more than 13 million jobs in the industry.
From the latest progress of Buffett, Nevada Energy under the banner of Berkshire Hathaway (Kim Kirin analyst) is participating in the construction of a 690 MW solar power plant, which will become the largest solar power generation in the United StatesThe current record for the largest solar power plant in the United States is 579 MW.
Earlier, in 2018, the SoftBank Vision Fund, which frequently invested in technology companies, planned to cooperate with Chinese photovoltaic companies.
On the evening of March 30, 2018, GCL Integration (002506.
(SZ) announced that it will establish a joint venture with SoftBank and invest nearly $ 1 billion in India to build a photovoltaic project with a planned capacity of 4GW.
How favorable are these stocks to watch?
The BOC Xinshencheng team believes that Tesla’s photovoltaic rooftop product Solarglass has reached a certain degree of economic efficiency in the United States, and has gradually entered the Chinese and European markets; the BIPV market for photovoltaic construction 深圳丝袜会所 is still in the ascendant, and the space foreseeable in the future is broad.
Recommend domestic use of photovoltaic leader Chint Electric, BIPV pioneer Longji shares, it is recommended to pay attention to Tesla solar inverter glass supplier Yamaton, photovoltaic glass leader Follett, distributed inverter company Jinlang Technology.
Guoxin Securities said that the mainland installation wave in 2019 has gradually increased in volume at the end of the third quarter, and has increased the demand in 2020. At the same time, 2020 is the last year for the mainland to add photovoltaics, and the mainland market may usher in “ultimate installation.”
From a global perspective, the Paris agreement reached by 178 countries around the world will gradually increase the demand for photovoltaic power generation. It is expected that global photovoltaic supplementary installations will still maintain rapid growth.
Guohai Securities believes that the first quarter is the domestic PV off-season, and the epidemic does not affect the expected total demand, but only makes the pace of domestic demand release more concentrated in the second and third quarters. It is estimated that by 2020, global PV installation demand will reach 150GW, an increase of more than 25%.
At present, the average estimated value of the mainstream target in the industry is at a low level of 15 times, mainly due to the market’s relatively pessimistic price judgment against the background of supply release. With the total market demand unchanged and providing optimized judgment, we are optimistic about the performance expectations of the leading PV companies and maintainIndustry “recommended” rating.
The recommended absolute advantages of Tongwei shares, ST Aixu, Longji shares, focus on the Oriental Risheng, JA Solar Technology, Sun Power, Follett, Foster, Jiejia Flextronics and other targets.
Anxin Securities said that the photovoltaic policy has been adjusted, and high growth is expected in the future.
The implementation of national bidding policies in 2020 is much better than in 2019, leaving more time for corporate organizations to apply for and develop projects. The completion rate of overall bidding projects will be much higher than in 2019. At the same time, parity projects will advance steadily. Domestic demand in 2020High growth can be expected.
In addition, the fluctuation of domestic module prices, the parity area of overseas markets further expanded, showing a multi-flowering situation. In 2020, photovoltaics will usher in the resonance of domestic and foreign demand, and new installed capacity worldwide is expected to reach 150GW, an increase of more than 25%.
Anxin Securities believes that the current photovoltaic and wind power sectors are estimated to be at historically low levels. The overall photovoltaic sector is estimated to be only 15-16 times in 2020 and wind power is only 12 times. It is recommended to focus on configuration!
Photovoltaic recommends Longji shares, Tongwei shares, Central shares, Sunshine Power, Chint Electric, focusing on JA Solar Technology, ST Aixu, Follett, Foster, Jiejia Flextronics, Linyang Energy, etc.
Wind power mainly recommends Goldwind Technology, Mingyang Smart, Tianshun Wind Energy, Sinoma Science and Technology, and focuses on Taisheng Wind Energy, Riyue, Jinlei, Tianneng Heavy Industry, Zhenjiang, Yunda and so on.