Repeatedly prompt photovoltaic BIPV opportunities
Low-level faucets at the core of BIPV are quite scarce.
There are as many as 37 BIPV concept stocks, but there are only 8 core leading A-share listed companies, and the leading companies that are still at a low level are quite scarce.
There are also related cases for your reference.
Precision work steel structure
During the reporting period, the company achieved revenue of 6.436 billion yuan, a year-on-year increase of+36.55%; The net profit of returning to the mother was 330 million yuan, +22.5 1% year-on-year. In the quarter, the revenue growth rate of Q 1-Q2 was+17.29% and+55.75% respectively. The growth rate of performance was +4.32% and 38.73% respectively. Only Q2' s revenue and performance were 3.677 billion and 65.438+0.96 billion respectively.
The company set up a digital working group, with Bimtek as the main body, to carry out the service output of building information software. In addition, the company also strengthened the application of information technology in internal management. In terms of production capacity, the company plans to build manufacturing industrial park projects in Anhui Province and Jiangsu Province, which will increase the steel structure production capacity by 200,000 tons and 6,543.8+0.5 million tons respectively. Invest in the construction of Zhejiang prefabricated steel structure building demonstration base, and increase the production capacity of prefabricated buildings by 400,000 square meters after production. In terms of technology joining, the company newly opened Zhangye City, Gansu Province, and newly signed the authorization of technology joining in Shangrao City, Jiangxi Province and other regions.
Technically: after 4 months, the stock price fluctuated at the bottom. Recently, the pressure on the stock price to break through the neckline has stabilized and increased, and the trading volume has also moderately increased. The KD indicator runs in a golden fork, and the market outlook is expected to get out of a good rising market. During the operation, it is recommended to pay attention to whether the cervical support is effective.
Xiuqiang stock
The company is the largest manufacturer of home appliance colored crystal glass in China, mainly producing a series of products such as home appliance colored crystal glass and photovoltaic coated glass. Among them, home appliances colored crystal glass is the company's main business, accounting for 75.97% of revenue; The company has a market share of 58% in the domestic colored crystal glass market and 38% in the global market, mainly serving more than 20 well-known refrigerator brands at home and abroad.
The new photovoltaic energy business is an important direction of the company's strategic development. The company also concentrated its superior resources to expand the business, actively paid attention to the new photovoltaic energy market policy, and deeply docked the rooftop distributed photovoltaic development projects in some counties in Jiangsu, Henan, Guangdong and other regions and made progress in stages. On the basis of maintaining the stability of the original business, the company focuses on developing photovoltaic new energy business, and energy storage can be used to solve the problems of grid instability, wind abandonment and power abandonment caused by intermittent and fluctuating wind and solar power generation.
Technically: after five months of fluctuation in the box range, the stock price has broken through the neckline pressure, and KD gold fork is running, which has a good pull-up market. There is a gradual upward trend when the stock price steps back to the important support level, and the KD indicator runs in a golden fork, and the market outlook is expected to get out of the upward market, while paying attention to the short-term pressure level above.
References:
Seiko Steel Structure (600496)202 1 Interim Report Comments: Q2' s revenue performance has obviously accelerated, and the cash flow under pressure has accelerated _202 1-09-0 1_ Huachuang Securities.
Household Appliances Research Weekly (week 34, 2002/KLOC-0): In July, domestic sales of air conditioners turned positive year-on-year, and real estate sales were the first negative year-on-year _ 202 1-08-23 _ Everbright Securities.
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