Author: Dao Bu Jian's investment insights
2021 Super Track Preliminary Research - Energy Storage
A series of recent policies in the energy storage industry have pushed energy storage to the forefront. In fact, I started paying attention to the energy storage industry at the beginning of the year, and from the beginning I chose Paineng Technology, which has the best technology, and sure enough, Paineng started to give me generous returns.
At the beginning of the year, we discovered that energy storage is a segmented industry that has just begun, with huge future growth potential. This time, the country’s annual policy has determined the growth rate of this industry. Let’s quote the research report data of Xingye:
This industry is expected to have a compound growth rate of more than 50% in the next ten years. Currently, I have not found another industry that can sustain such high-speed growth for such a long time. Moreover, this industry has real performance and meets my ten-fold stock condition. There have been big bull stocks such as Sungrow and Jinlang Technology before. The energy storage industry will develop in depth, and there will be other energy storage stocks that will become ten-fold stocks.
I think the super track in 21-22 is the energy storage industry . Although many energy storage stocks have experienced huge short-term gains, they may start to correct later. For those with performance, the correction is just an opportunity.
At present, the energy storage industry has just formed a sector, and there is very little information about many stocks. Which ones can really perform well need to be studied in depth. At present, it is more about the first wave of speculation. After the first wave of speculation, it will settle. Then companies with real high-speed growth will emerge, and then ten-fold stocks will be formed.
Below are the energy storage stocks that I am paying attention to and research on. I have not listed some energy storage stocks that do not meet the requirements, such as 00 million Wei Lithium Energy , BYD and other companies that do not have a high proportion of energy storage. Currently, there are only 8 of
in the key research list. For those who have done in-depth research this time, I will share the research results in the group. I will only post some general information here, but careful readers can still find many signs of my research.
has thoroughly researched energy storage. There may be more than one 10-fold stock, and there may not be 10-fold stocks only this year. There will be 10-fold stocks next year and the year after next, just like photovoltaic . As it develops upstream, As the industry develops and expands, Tenfold Shares will move from being closest to customers to the upstream industry chain.
is as follows. I made these energy storage stocks into an index. As a result, I found that the index has actually increased ten times since 2019. What is the concept? If you make an energy storage ETF, it can be ten times in about 2 years. Times, there should be no ETF that can achieve this effect.
