[Review today] Against the backdrop of Hong Kong stocks hitting a new low, A-shares are not having a good time, and the number of rising numbers is only about ten, and it is already very strong if they can make a big market. The world has been difficult during this period, and th

[Review today]

Against the backdrop of Hong Kong stocks hitting a new low, the A-shares are not having a good time, and the rising varieties are only a few tenths, and it is already very strong if they can make a big market. The world has been difficult during this period, and the poor environment is the main factor. Northbound funds flowed out 500 million yuan today, mainly buying CATL (300750.SZ), Tongwei Co., Ltd. (600438.SH), etc.

said yesterday: "If the white horse stocks continue to sell, it is difficult to say that the market will stabilize." Today, another white horse was killed, and Star Semiconductor (603290.SH) went to the floor today. There is nothing to say about the reason. The key is that this variety is not a very weak product that has fallen below the annual line, which shows that the institutions are very busy, and the heavy holdings in their hands are panic. As long as one of them takes the lead and immediately triggers a chain of stampedes. This situation continues to occur, which means it is not an accidental event. Generally, the declined varieties represent that the overall industry is not optimistic. Investors need to sort out their own positions and whether they can stabilize them in the current environment.

According to Securities China, there was a rumor during the trading session: high-frequency trading starts today and does not allow access to the securities system's anti-purchase, whether subjective or quantitative, involving securities companies' high-frequency systems or seats, for the time being, a person from a leading securities company said that he did not receive a similar notice. The other two brokerages responded directly that there was no such thing. Regardless of whether this is the case or not, the continuous sharp decline in trading volume and the continuous decline in activity are itself very evident.

market can hardly see a clear direction, and it reaps repeatedly in the pursuit of hot spots every day. Photovoltaics are the most resilient in the track direction, because the energy crisis in Europe is unlikely to end in the short term. Vigorously developing photovoltaics and energy storage is a long-term policy. The more prominent ones are Baoxin Technology (002514.SZ), Great Wall Electric (600192.SH), Qingyuan Co., Ltd. (603628.SH), etc. At the same time, winter heating in Europe is also a big problem. Some supermarkets in Europe are already selling wood. It can be seen that the heat pumps for heating should be in the direction, such as Wanhe Electric (002543.SZ), Sunrise Oriental (603366.SH), etc.

The only thing left in the automotive direction is sodium batteries. This is the future development direction. The most authentic one is Chuanyi Technology (002866.SZ), and the elastic product is Xinzhu Co., Ltd. (002480.SZ).

toll road truck toll reduction of 10% is a positive thing. When the market is good, there will be a lot of daily limit, but only Longzhou Co., Ltd. (002682.SZ) is on the board, and the former leader Sanyangma (001317.SZ) has just rushed up. The reason why funds are afraid to move now is that Gaobiao Liren Technology (001259.SZ) was once pressed to the floor to rub. Last night, many teachers were joking about the second three-sheep horse, and the environment now doesn’t look like it anyway.

What is slightly interesting is real estate. Tianfang Development (600322.SH) hit the daily limit in a straight line, and Haitai Development (600082.SH), Meihao Real Estate (000667.SZ) and others also hit the daily limit during the session. It is probably good news that funds are playing for real estate on weekends.

PV

It is reported that the EU executive will formulate a new energy network digital plan, which will require the EU to invest 565 billion euros in infrastructure by 2030 to vigorously develop photovoltaics and new energy vehicles. Install solar panels on the roofs of all commercial and public buildings in the EU by 2027; install solar panels on all new residential buildings in the EU by 2029; install 10 million heat pumps in the next five years.

Baoxin Technology (002514.SZ): The three parties have established a joint venture to promote the industrialization of perovskite-heterojunction stacked batteries. Recently, they have been hailed by Niu San. Related equipment for R&D and production can be used in the TOPCon battery manufacturing production line, and a 2GW photovoltaic cell project will be built in Bengbu.

sodium battery

CATL is committed to promoting the industrialization of sodium ion batteries in 2023. The sodium ion industry standard is about to be formulated. It is expected that the sodium battery technology and material system will be basically finalized by the end of the year. 23 years is the first year of sodium-electric industrialization, small-batch shipments will be achieved, and large-scale mass production will be achieved in 24 years. The scale is expected to reach 30GWh. It is expected that lead-acid batteries will be replaced first in the future and gradually enter the A00-level electric vehicles and energy storage fields. It is expected that the global demand for sodium batteries will exceed 100GWh in 25 years, and it is expected to become an effective supplement to lithium batteries in the future.

Xinzhu Co., Ltd. (002480.SZ): shares in 37.52% Aowei Technology, and the sodium ion capacitor is in the laboratory sample stage. The core system components such as maglev vehicles, track beams and switches of the embedded medium and low-speed magnetic levitation transportation system have been domestically developed and have met the commercial conditions.

Chuanyi Technology (002866.SZ): The first batch of sodium batteries in is expected to be completed in October, with a mass production time of 23 years. The first batch of production capacity is 2GW and the planned production capacity is 10GW. The energy density of the first phase energy storage dedicated line products is 90-120, and the number of cycles can reach 10,000 times, and the price can be less than 0.3 yuan/wh.

[Gold Nuggets Dragon and Tiger List]

Great Wall Electrician (600192.SH): Many main players appeared on the Dragon and Tiger List, with institutional seats buying 12.93 million yuan, and buying third is well-known hot money seats buying 10.47 million yuan, with a net purchase of 36.95 million yuan on the same day. If the stock breaks through the platform, it is expected to hit the previous high.

Fundamental Analysis: Company is a super-large power equipment enterprise with a leading position in the western region. In mid-September 22, it was manufactured by Tianshui Great Wall Electrical Switch Co., Ltd. and delivered to ABB (China) Hangzhou Branch more than 100 high-end electrical cabinets.

Highlights: 1) The company's high-precision, large-capacity special power supply products have significant technical advantages and have participated in photovoltaic, wind power generation and other projects. The company has a stake in Xinyuan Power 9.38%, which is the first enterprise in my country dedicated to the industrialization of fuel cells. It has achieved the production of key materials and stack assembly such as proton exchange membranes; 2) The wholly-owned subsidiary Tianshui Great Wall Switch Plant has a civil nuclear safety equipment design and manufacturing license issued by the State Nuclear Safety Administration, and its wholly-owned subsidiary Tianshui 213 Electric Appliances has a "Weapons and Equipment Quality Management System" certification certificate. At the same time, it has made a breakthrough in the nuclear island project in 2020 and won the bid for the nuclear island medium voltage distribution project of units 1 and 2 of Zhangzhou Nuclear Power Plant of China Nuclear Industry Group Co., Ltd.; 3) The company invested 60 million yuan in high-tech industrialization demonstration project of the electrical automation system of petroleum drilling and production equipment. The Taklamakan Desert has rich oil and gas resources, and the demand for complete sets of desert oil drilling and production equipment has increased year by year. The company's desert drilling supporting motor designed and manufactured for the development of Tarim Oilfield is the first in China.

[Institutional Research]

Dofluorod (002407.SZ): Recently, it has been intensively investigated by institutions such as Huitianfu Fund, Shanghai Investment Morgan Fund, Fuguo Fund, and Xingzheng Global Fund.

Fundamental analysis: In the first half of 2022, the company achieved operating income of 6.027 billion yuan, a year-on-year increase of 107.52%, and achieved net profit attributable to shareholders of 1.403 billion yuan, a year-on-year increase of 355.54%.

lithium hexafluorophosphate has increased in both volume and price; by the end of 21, the company has already achieved a production capacity of 20,000 tons of high-purity crystalline lithium hexafluorophosphate, and plans to build a new production capacity of 35,000 tons in 22 years, with a total production capacity of 55,000 tons by the end of the year, and is expected to reach 100,000 tons in 23 years. The customers cover mainstream manufacturers and export to South Korea, Japan and other countries, with production and sales ranking among the world's top. Previously, it was announced that it would build a 100,000 tons/year lithium hexafluorophosphate project in three phases, and it is expected that it will be completed by the end of 25. In addition, the company has signed long-term contracts with customers such as BYD, Funeng Technology, and Ltd.

In the field of electrolyte, the company has new lithium salt LiFSI and lithium difluorophosphate production capacity. Up to now, the company's LiFSI production capacity is 1,600 tons/year, and it is planned to have 40,000 tons/year LiFSI and 10,000 tons/year lithium difluorophosphate production capacity, of which 10,000 tons/year LiFSI and 10,000 tons/year lithium difluorophosphate production capacity have started construction in May 22.

successfully joined hands with TSMC; the company announced on May 18 that it had successfully entered TSMC's supply chain, further proving that the company's G5 electronic grade hydrofluoric acid products are in line with the world's first-class standards. The company is building projects including an annual output of 30,000 tons of ultra-pure high-purity electronic grade hydrofluoric acid, an annual output of 30,000 tons of ultra-pure high-purity wet electronic chemicals, 100 tons of high-purity disilane, 100 tons of high-purity fluorine nitrogen mixture, and 300 tons of high-purity silicon tetrafluoride. In the second half of this year, production capacity will be gradually released according to market conditions. It is expected to become the second growth pole of the company's profits in the future.

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