Today, affected by multiple news, the TOPCon battery concept strengthened, rising 5.41% throughout the day. 17 stocks in this sector collectively rose. The share price of Junda Shares (002865) rose 484% in the past year.
TOPCon battery concept strengthened, 17 stocks rose collectively
TOPCon battery concept
html On July 27, TOPCon battery concept rose sharply. As of the afternoon closing, TOPCon battery concept rose by 5.41%, with a net inflow of main funds of 1.145 billion yuan, of which the net extra large orders were net The inflow was 1.092 billion yuan, and the net large order inflow was 52.23 million yuan.TOPCon battery concept stocks
In terms of individual stocks, Junda shares rose by 10%, JinkoSolar rose by 10.89%, Dier Laser (300776) rose by 10.36%, Haimuxing, Jiejia Weichuang (300724), Jingsheng Electromechanical (300316) , Dike Shares, and Trina Solar all rose by more than 5%.
TOPCon battery is a tunnel oxide layer passivated contact (TunnelOxide PassivatedContact) solar (000591) battery technology based on the selective carrier principle. Its battery structure is an N-type silicon substrate battery, and the structure on the back of the battery is: ultra-thin Silicon oxide + doped silicon thin layer forms a passivated contact structure, which effectively reduces surface recombination and metal contact recombination. The back surface of the battery is an H-shaped grid electrode, which can generate electricity on both sides.
In terms of news, recently, at the 2022 Photovoltaic Industry Chain Supply Forum, Wang Bohua, Honorary Chairman of the China Photovoltaic Industry Association, said that through understanding the installation plans of various provinces, it is optimistically expected that the photovoltaic market may start an acceleration mode and will start a new year this year. The forecast for additional installed capacity has been raised by 10GW, and is expected to reach 85-100GW throughout the year. As one of the important technical routes for next-generation photovoltaic cells, TOPCon will also benefit greatly.
In addition, the surge in the TOPCon battery concept has also benefited from the surge in natural gas prices in Europe. Some analysts believe that the dramatic fluctuations in traditional energy prices will further increase the demand for new energy installations in various countries.
Take a closer look at the recent popular TOPCon battery concept stocks:
JinkoSolar: up 19% for two consecutive days
Dier Laser: the stock price rose 56% in the past 31 trading days
Junda Shares: The stock price has increased by 484.12% in the past year, and the stock price has reached a record high.
Jingshan Light Machinery (000821): The stock price has risen for 6 consecutive years, with a cumulative increase of 32%.
Which stocks are favored by brokers? In terms of
battery cells, TOPCon is a technology that keeps pace with HJT batteries. It is based on the infrastructure of PERC batteries and has high compatibility with PERC's production line. Compared with HJT batteries, TOPCon costs less. Therefore, although the industry is more optimistic about HJT in the long term, But there is still room for imagination in the short term TOPCon. Some institutions predict that in the third quarter, the integration cost of TOPCon may be equal to that of PERC, and the expected difference is large.
Specific TOPCon investment targets have been previously recommended by analysts:
is the leading company in TOPCon battery production capacity, focusing on JinkoSolar and Junda;
is a core equipment supplier with mature mass production technology, recommending Jiejia Weichuang and Dier Laser, Jinchen Co., Ltd. (603396);
will benefit from clear installation demand, and the accelerated iteration of N-type technology will benefit the demand for component stringer welders. We recommend Otway. The industrialization of
N type has driven the demand for POE film and localized silver paste and improved profitability. We recommend Foster (603806) and pay attention to Dike Co., Ltd. and Suzhou Goodtech (002079).
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