Today, Wantong Intelligent Control continued to retreat. I took out and finally made 1 point. It can be ignored and it was considered as a guaranteed capital.
Before, a friend of mine traded stocks with me and often asked me when I would sell. I usually say that if I had risen before, I would wait for the profit to retreat and then sell it. If I fell before, I would set a protection line for myself, and how much I fell to stop loss .
The first reaction of many people after hearing this is that I cheated them. . . If you make a profit, you have to wait until the profit falls and then sell it. If you lose, you will not be vague. You will sell it directly to confirm the floating loss. How to say
? When I first started to work with investment, the first book I read was about technical schools. Although I later found that the pure technical school that deviated from the fundamentals of had no advantage in A shares , and thus turned to value investment, in specific operations, it was still the technical school's idea - to hold profit and stop loss.
technology emphasizes following trends, seizing big profits, and avoiding big losses. You don’t care about other small profits and small losses. The characteristic of this operation is that it is easier to ride a roller coaster, poor stock selection ability or buying spreads are likely to cause frequent stop loss, but the advantage is that once you buy a bull stock, you will never be thrown out of the car in the middle, and your profits are thoroughly understood.
Most people may not accept this kind of operational idea, but are used to running away when they make money, not greedy, holding on to money, waiting to get out of the trap, and the result is often greedy for small gains and big losses. The bull stocks will inevitably be eliminated early, and a deep pit will inevitably not fall.
operates like this because most people always keep the idea that the average value of stocks will fall when they rise too much, and that if they fall too much, they will rise. This makes no sense. , the market can be considered to be like this because the economy has a certain cyclical nature, but the next time the market rises, another group of companies may rise. Some companies cannot do it and may never rise.
Market news:
1, Yingweik released its third quarter report. In the first three quarters of , the company achieved a total revenue of 1.485 billion yuan, a year-on-year, -1.24%; net profit attributable to shareholders was 117 million yuan, a year-on-year, -22.82%. In the third quarter, the revenue reached 612 million yuan, up 17.21% year-on-year and 29.59% month-on-month; the net profit attributable to shareholders was 64.52 million yuan, up 45.04% year-on-year and 62.68% month-on-month.
Due to the impact of the epidemic in the second quarter, Yingweik's performance in the third quarter was still good. Currently, energy storage temperature control revenue has reached 40%+. Traditional businesses such as data centers and rail transit businesses are in poor prosperity and are expected to decline this year.
Speaking of Invik, we also have to talk about Tongfei Co., Ltd. Both have entered the supply chain of domestic inverter companies such as Sungrow Power Supply . Benefiting from the two major logics of reducing the price of silicon materials in China's large-scale energy storage and the replacement of air cooling systems for water-cooled cooling systems. These two temperature control companies have risen sharply recently, but their valuations are not low and there is no cost-effectiveness. In addition, I am not optimistic about domestic large-scale energy storage, so the reason is shown in Article 2.
2, Sungrow Power released its third quarter report. achieved revenue of 22.224 billion yuan in the first three quarters, and increased by 44.56% year-on-year; net profit attributable to shareholders was 2.061 billion yuan, a year-on-year increase of 36.94%. Among them, the revenue in the third quarter was 9.943 billion yuan, a year-on-year increase of 38.8% and a month-on-month increase of 28.9%; the net profit attributable to shareholders was 1.16 billion yuan, a year-on-year increase of 55.14% and a month-on-month increase of 136.99%.
Sungrow Power's third-quarter performance exceeded expectations, and the proportion of energy storage business increased. In addition, the company's foreign exchange income in the third quarter was significant, and the company significantly strengthened internal expense control and the expense ratio decreased.
Recently, Sungrow Power Supply has been following the logic of domestic large energy storage, and its trend is significantly stronger than that of household storage inverter companies. However, I am still not optimistic about domestic large energy storage business as a whole. One is that the economy is insufficient, and the other is that domestic projects are bidding and tendering systems, and the profit margin may be compressed more severely.
The following figure shows the bidding situation of large-scale energy storage in China in the past month. It can be seen that the competition is very fierce. Many people may not even hear about some companies. For example, Zhuzhou Converter, it is a company under CRRC Group. It was originally a converter equipment in the rail transit industry and has strong competitiveness within CRRC Group. For example, Huawei has not been listed in China and its foreign business is restricted, mainly focusing on the domestic market.
Whether domestic large energy storage can finally produce performance needs to be continuously tracked. So when answering the question in Article 1, if all Sungrow-power-related businesses are difficult to make money, the logic of the temperature control device will not be so smooth.
3 and Jinlang Technology released its third quarter report. In the first three quarters of 2022, the company achieved revenue of 4.167 billion yuan, an increase of 80.86% year-on-year, and a net profit attributable to shareholders of 703 million yuan, an increase of 93.75% year-on-year; Q3 achieved revenue of 1.725 billion yuan, an increase of 102.91% year-on-year, and a net profit attributable to shareholders of 305 million yuan, an increase of 144.37% year-on-year.
's performance is still very good, in line with expectations. The household storage sector has continued to adjust recently. Jinlang opened high today and continued to fall. There are many reasons. On the one hand, the price of natural gas in Europe has declined recently. Many countries have made preparations for winter. On the other hand, there are more and more new entrants, and the market is worried about intensifying competition. On the other hand, the sectors such as information innovation, security, and medicine have regained market attention, and funds flow out from the original crowded household storage sector.
As these expectations fully ferment, the stock prices of household storage companies will fall, and opportunities may arise in the future, which is worth keeping track of.
I am "zero-basic investment", logic, opinions, real-time market, and look forward to your attention.
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Today, Wantong Intelligent Control lost its new debt, lost 20,000 , 's position 10%, and earned 350,000 in 22 years.
