Under the catalysis of the concept of asset reorganization, it has been rising to the highest level.
165438+1In late October, Tongrun Equipment announced that its controlling shareholder and its concerted parties transferred its106,000 shares (accounting for 29.99% of the company's total share capital) to Zhengtai and its concerted parties Wenzhou Zhuotai through agreement transfer. After the above matters are completed, the controlling shareholder of the listed company will be changed to Zhengtai. In this transaction, Zhengtai transferred the integrated control right of Zhengtai Power Supply to Tongrun Equipment for cash consideration. It is reported that Zheng Tai Electric Power is mainly engaged in photovoltaic inverter and energy storage business.
Boosted by the news of restructuring, the share price of Tongrun Equipment soared from 10/16 in October. As of today's close, its share price has risen by nearly 160% in nearly 10 trading days, and it has been continuously promoted to 10 board. However, Chint's share price has not fluctuated sharply recently, and it has only increased by nearly 0.4% in the past 10 trading days. Due to the recent skyrocketing stock price, as of today's (65438+February 5) data, since the stock price began to rise, Tongrun Equipment has issued four announcements of abnormal stock fluctuations, and * * * entered the Dragon and Tiger List on the 4th, all of which showed a net purchase.
According to the statistics of today's (65438+February 5th) Dragon and Tiger List, Cai Xiang Securities Hangzhou Wuxing Road ranked "List One" with a net purchase amount of 654.38+26 million yuan. The second institution in the buying list bought nearly 58 million yuan, and the other three seats were all around 30 million yuan. In the selling list, the well-known hot money Yongxing Securities Ningbo Heyuan Road and Caixin Securities Hangzhou West Lake International Trade Center are all on the list. At present, Tongrun Equipment has won the "laurel" of the highest linkage stocks in the two cities with a height of 10. Investors should pay attention to the related capital risks, and don't blindly chase high.
The demand for optical storage continues to grow, focusing on related core objectives.
At present, the price of raw materials in the upstream of photovoltaic industry has declined. With the subsequent decline in the price of silicon materials, the demand side of the photovoltaic industry chain is expected to be significantly released. Wang Bohua, honorary chairman of China Photovoltaic Industry Association, said recently that relevant departments have stepped in to promote enterprises to reasonably control the price level and promote the healthy development of the industry. Recently, the price of silicon wafers has begun to decrease, the price of silicon materials is relatively stable, and the price of industrial chain has declined overall. Although the scope is not very large, it is a start.
Hua Fu Securities pointed out that the strong demand for photovoltaic has become a * * * knowledge, and the core lies in: the extent and rhythm of the price drop of silicon materials, and which link can retain the most profit after the price drop. It is estimated that in 22/23, the global demand for new PV installations will be 240 GW+/340 GW+; In the past 23 years, the oversupply of silicon materials has peaked, and the price expectation has dropped, which is expected to drive down the price of the industrial chain. The core is to judge the downward transmission of profits.
1) The profits released from the silicon link are transmitted to the middle and lower reaches of the industrial chain, and the number and profits of integrated component enterprises are rising, and the proportion of profits in the middle reaches of the main industrial chain is increasing.
2) Inverters, auxiliary materials and other links will also benefit from the demand explosion and increase consumption. At the same time, the relationship with the supply bottleneck will become closer and closer.
3) Large domestic reserves benefit from the explosion of domestic demand for surface power stations, and overseas household reserves continue to prosper.
Topics of concern: integrated components with rising volume and price: Longji green energy, high-tech gold, Jingke energy; Battery sectors with stable profits and expected to enjoy the premium of new technologies: Ai Xu, Junda and Ye Zheng Technology; The silicon wafer leader with obvious competitive advantage and high-purity quartz sand supply guarantee: TCL Zhonghuan; Inverters and auxiliary materials benefiting from the demand explosion and steady increase in volume: Sunshine Power, Jinlang Technology, Deye, Hemai, Yuneng Technology, Foster, Follette, CITIC Bo, Yihua, Yingshi, Tongling, Yubang New Materials and other energy storage sectors: Peng Hui Energy, Costar, Huabao New Energy, Du Nan Electric Power, Paineng Technology, Kexin Technology, Ke Hua Data, Yiwei Lithium.