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silicon-based photovoltaic cell new record was born, the industry's five-year world record was broken, and the HJT equipment space is expected to exceed 100 billion.
The three major stock indexes opened low in the early trading and fluctuated weakly after , and Shanghai Composite Index 50 fell by more than 2% at one point. The anti-epidemic concept stock was active against the market today, with the new crown testing and new crown medicine sectors both rising, virtual power plants, salt lake lithium extraction, ultra-high voltage and other sectors leading the rise, the education sector leading the decline, the real estate sector lowered, and the information innovation, tourism, liquor, games, etc. fell into adjustment.
suspended trading for many days, " monster stock " Tiandi Online today resumed trading . opened , which is the one-word hit the limit . Then at around 10:50, Tiandi Online opened the limit down during the trading session, and now it is 33.5 yuan, with a turnover of 535 million yuan, and the turnover rate of 28.22%.
Company has been gaining from the concept of the Yuan Universe, and its stock trading price has risen continuously recently. From October 28, 2022 to November 11, 2022, the company recorded 8 daily limits, with a cumulative increase of at 129.34%. Tiandi Online announced last night that recently, the company has carried out relevant verification work on matters related to abnormal fluctuations in stock trading. After verification, no public media reported undisclosed major information that may or has had a significant impact on the company's stock trading price recently; the company's recent operating conditions are normal, and no major changes have occurred in the internal and external operating environment.
The company also reminds the risk of performance decline, and also reminds five aspects of risks, including competition risks in the virtual digital industry, policy supervision risks, technology research and development risks, content violation risks, and new projects interruptions.
Silicon-based photovoltaic cell new record was born
HJT battery concept stocks opened higher today, Haiyuan Composite Materials, Qianjing Garden hit the daily limit, Yabo shares rose by more than 5%, and Baoxin shares, Dike shares, Saiwu Technology, Jiejia Weichuang and others followed suit. Longi Green Energy opened higher in in the early trading and fluctuated after , closing up 1.34% in the early trading. On the news front of
, Longi Green Energy announced on November 19 that the company recently received the latest certification report from the German Hamerin Solar Energy Research Institute. The company's independently developed silicon heterojunction (HJT) battery conversion efficiency reached 26.81%, breaking the world's highest record of silicon-based solar cell efficiency. The president of company said that every 1% increase in mass production conversion efficiency means that the reduction of system costs accounts for about 4%. The world record of silicon battery efficiency set by Longi Green Energy this time was created with the goal of mass production equipment, technology and the large area of all silicon wafers.
It is reported that this is the latest world record born in five years since a Japanese company set a record of single crystal silicon battery efficiency in 2017. It is also the first time that the highest record of silicon solar cell efficiency has been created by Chinese solar technology companies so far.
CICC said that this means that HJT batteries are expected to be mass-produced within 2 to 3 years. At present, Longi has multiple HJT pilot lines, and the equipment selection includes Ideal, Jiejia, Maiwei, etc., reflecting Longi's advanced R&D capabilities. The subsequent mass production progress deserves continuous attention.
Institutions predict that 14 concept stocks will have high annual performance growth
As new battery technology reduces costs and increases efficiency continue to advance, equipment demand continues to be strong. Since the beginning of this year, many battery cell manufacturers have announced the expansion of production of HJT. Zheshang Securities predicts that the market space of HJT equipment will exceed 60 billion yuan in 2025, and the five-year compound growth rate will be 98%. Under the assumption of a net profit margin of 20% and 25 times, the market value of the HJT equipment industry is 300 billion yuan. It is expected that the leading market share will exceed 50%, and it is expected to exceed 150 billion yuan in the future.
Securities Times ·Databao statistics, 40 listed companies in A shares have laid out HJT batteries, including Longi Green Energy with a market value of 100 billion yuan, Tongwei Co., Ltd. , Sungrow Power , TCL Zhonghuan, and Trends Solar .
HJT concept stock stock price performed strongly. Since the rebound of market on April 27, the stock prices of 40 concept stocks have risen by an average of 63.28%, significantly outperforming the market. The stock prices of 7 concept stocks including Baoxin Technology, Jinchen Shares, and Jingshan Light Machinery doubled.Judging from the recent market performance, since November, the average price of concept stocks has risen by 9.74%, and the outperform of the market has narrowed. The stock prices of most concept stocks have a significant correction range compared with the highs this year. , based on the drawdown range of the latest closing price compared with the high point this year, among the 40 concept stocks, 33 of the stock price retracement range exceeded 20%, among which, the drawdown range of Haiyuan Composite Materials, Dazu Laser , Dier Laser and other stocks exceeded 40%.
Since November, the stock prices of concept stocks that have obtained northbound funds have net purchases of and have a certain amount of oversold compared with the highs this year. Among them, the cumulative net purchases of 6 stocks such as Tongwei Co., Ltd., Dier Laser, Gaote Shares, and Jiejia Weichuang have exceeded 100 million yuan.
performance, databao statistics show that 22 concept stocks have earned profits and achieved growth in the first three quarters. Tongwei Co., Ltd. and Longi Green Energy's net profit attributable to shareholders in the first three quarters exceeded 10 billion yuan. The performance of 8 stocks including Yabo Co., Ltd., Gaoce Co., Ltd., Tongwei Co., Ltd., and Jiayu Co., Ltd. doubled its year-on-year growth compared with .
Institutional expectations for the full-year performance of concept stocks this year, among the top-performing stocks that have been rated by more than 5 institutions, institutions unanimously predict that the performance of 14 concept stocks is expected to grow at a high annual rate, among which Jinggong Technology, Tongwei Co., Ltd., Gaoce Co., Ltd., Amaton and Trina Solar are expected to double their annual performance.
Statement: All information content of Databao does not constitute investment advice. The stock market is risky, so you should be cautious when investing.
Editor: Zhou Sha
Proofreading: Wang Jincheng
Databao
Databao (shujubao2015): Securities Times Intelligent Original Innovation Media.
