【Review today】
The environment is still very bad, the central bank net investment of 133 billion yuan, intraday index pulsed for a while, but the end of the market weakened again, Prev is expected to test 3000 points. Northbound funds bought 4.3 billion yuan today, mainly buying China exemption (601888.SH), Guizhou Moutai (600519.SH) and so on.
Protect the plate of individual stocks are not without, Ningde era (300750.SZ), Guizhou Moutai (600519.SH) have tried their best. But the bears have too much firepower. Today, there is another white horse-Zijin Mining Group (601899.SH). The dollar is too strong, precious metals such as gold continue to be suppressed, and commodities are having a hard time.
Europe has entered a cold winter, and the demand for heat pumps is increasing. China is the EU's largest heat pump import trading partner. The heat pump theme mentioned last Friday was fermented throughout the weekend, with Wanhe Electric (002543.SZ) and Sunrise Oriental (603366.SH) both rising by the daily limit. In addition, energy storage is also necessary, such as Shandong Zhanggu (002598.SZ), Deye shares (605117.SH) and so on. These two directions are the most logical in the near future.
Sodium battery this piece is also very strong, China military Communication Technology (002866.SZ) steady uplink, Paineng Technology (688063.SH), Penghui Energy (300438.SZ) are stronger than the market.
Recently, the Ministry of Culture and Tourism jointly issued the measures for the Administration of Border Tourism (revised draft for soliciting opinions), which intends to relax restrictions on border travel. Combined with the launch of Hong Kong's latest 0303 policy, the relevant hotel category Huatian Hotel (000428.SZ) and duty-free 603069.SH Group are active. From the recent point of view of this plate, there are few connecting plates.
Last Friday mentioned real estate, in which the sky room development (600322.SH) rapid rise limit, but the drive is limited, itself is also quite tangled, the follow-up strength needs policy cooperation.
The market is really too difficult, the variety of Lianban is only one AD share (002641.SZ), and it is quickly listed in early trading, which shows how bad the relay mood is. The second board, which has not been seen for many years, becomes a high board, completely subverting cognition. Then the next way to expand is to follow the upward trend.
Heat pump
The European Union will formulate a plan to digitize the energy system, which will be officially announced next week. The plan would require the EU to invest 565 billion euros in infrastructure by 2030 to end its dependence on Russian fossil fuels. Plans are put forward to install 10 million heat pumps in the next 5 years. According to customs data, the total export value of China's heat pump-related products increased by more than 50% in August compared with the same period last year.
Sunrise Oriental (603366.SH): the air source heat pump has passed the international product certification of many countries and regions such as the European Union, the United States, Canada and so on. There are Lianyungang and Shunde two major heat pump manufacturing bases, winning the bid for 750 million yuan roof distributed photovoltaic project.
Scenery storage
September 26, the National Energy Administration: implement renewable energy substitution action, steadily promote large-scale wind power photovoltaic bases focusing on desert, Gobi and desert areas. Photovoltaic; the global installed capacity is expected to reach 250GW this year and 350-400GW next year. The marginal improvement of the market demand of Dazhuang is obvious. According to the caliber of Woodmac, the energy storage in front of the 22H1 meter has been installed with 5GWh, and the storage time is 2.6h, yoy+190%. The continuous expansion of the installed capacity of wind power and photovoltaic has led to a rise in prosperity in the field of energy storage, and high electricity prices in the European market promote the rapid growth of household energy storage.
Shandong Zhanggu (002598.SZ): lithium-ion batteries produced by the subsidiary are mainly for small power applications and solar energy storage below 1KW. For large-scale photovoltaic energy storage, wind power energy storage and frequency modulation and peak regulation energy storage, sodium ion battery production line has been able to carry out mass production.
Beijing Quanhua (002885.SZ): plans to sign a "Project Cooperation Agreement" with effective conditions with Heyuan High-tech Zone to expand photovoltaic capacity, with an estimated total investment of 1 billion yuan. Magnetic components can be used for 800V high voltage fast charging, there are Huawei, BYD, Valeo and other high-quality customer resources.
【Gold Nuggets Dragon and Tiger list】
Sunrise Oriental (603366.SH): Dragon and Tiger list luxury lineup, institutional seats buy 12.22 million yuan, buy one is well-known hot money seats buy 31.19 million yuan, buy two is the seat of the quantitative fund to buy 22.42 million yuan, buy four is well-known hot money Sunan gang seats buy 9.73 million yuan, the net purchase of 60.19 million yuan that day, the stock today broke through all the moving average, strong characteristics are obvious.
Fundamental analysis:The company has successively passed the international product certification of the European Union, the United States, Canada and other countries and regions in the air source heat pump, and is a participant in the formulation of relevant global industry standards. Solar photothermal products and air energy products can meet the relevant European Union standards.
Photovoltaic orders contribute new growth points. 22H1 company photovoltaic business income of 5.72 million, the company has announced that photovoltaic EPC orders reached 946 million yuan. On May 5, 2002, the company announced that Jiangsu Sunrise Dongfang won the bid Huaneng Guannan County to promote the roof distributed photovoltaic project (first phase project 200MWp) EPC project, winning the bid amount of 750 million yuan.
Enlarge the product layout of air source heat pump. In the first half of the year, the company increased its investment in the research and development of air energy products, and successfully launched 60p, 120p ultra-low temperature air energy cooling and heating units, triple supply units and other products. In terms of brand, the company increases the brand construction of "Sun Rain" and "four Seasons Mu Song". In the first half of the year, the company's air energy product income is about 240 million yuan. It is expected that the company's air energy business is expected to accelerate growth in the second half of the year as production / delivery resumes and enters the peak sales period of heat pump products.
The first phase of the company's Lianyungang heat pump manufacturing base was completed and put into use in June 21, forming Lianyungang and Shunde two major heat pump manufacturing bases. According to customs data, the total export value of China's heat pump-related products increased by more than 50% in August compared with the same period last year, and overseas market demand is strong.
【Institutional research】
Yijing Optoelectronics (600537.SZ): recently received intensive research by China Merchants Fund, Vermilion Bird Fund, Boshi Fund, Bank of China Fund and other institutions.
Fundamental analysis:The company said that there are plenty of overseas orders, and the overseas market is still dominated by the European Union. There have been orders for large overseas projects this year, and they are already talking about orders for next year, and are currently planning to enter India, South Korea and Southeast Asian markets. In terms of BIPV business, the company has designed new products, including curtain wall components, single glass color components and hollow glass components.
Highlights:It is planned to invest 10.3 billion yuan in the photovoltaic project; announced on September 21, 22, the company intends to build an annual 10GW high-efficiency N-type TOPCon photovoltaic cell project (phase I), 10GW photovoltaic slice project (phase II) and 10GW photovoltaic module project (phase III) in Chuzhou. The first phase is scheduled to start in October this year, with an investment of about 5 billion yuan, and is expected to be put into production in June 23, taking 1.4 yuan / W as an example. After the first phase reaches full production, it may increase revenue by 14 billion yuan. The company has 5GW battery and 5GW module capacity, and 5GW module capacity is expected to reach production in September this year. A German branch has been set up to sell products in Europe. Components exported to Europe in 2022 contributed to the performance. European exports increased by 50% in the first quarter and turned into a profit in the second quarter. The company said that overseas sales are expected to account for about 70% in the future. The size of the new project is compatible with 182mm and 210mm wafers, and the company can produce PERC and TOPCON components of 210mm and below. The company said that in the future, it will further promote the layout of vertically integrated industries and enhance the company's capacity scale and market competitiveness.