Recently, due to the lack of electricity, the supply of silicon materials has decreased, and the price has increased by 300% in less than two months. Benefiting from the price increase, the following houses are worthy of attention:
Xingfa Group (600 14 1? )
The company's main products include phosphate rock, yellow phosphorus and refined phosphate, phosphate fertilizer, glyphosate, silicone and wet electronic chemicals, which are widely used in agriculture, construction, food, automobile, chemical and electronic industries. Hubei Xingrui Silicon Material Co., Ltd., a wholly-owned subsidiary of Xingfa Group, has formed 360,000 tons of silicone monomer production capacity, and plans to build 400,000 tons/year silicone monomer and 50,000 tons/year glyphosate production facilities in Wuhai, Inner Mongolia. In 2020, the sales revenue was 65.438+0.83./kloc-0.7 billion yuan, the total assets were 29.4594 billion yuan, the net profit attributable to shareholders of listed companies was 624 million yuan, R&D investment accounted for 3.06% of the operating income, and the total market value was 20.95438+0.2 billion yuan.
Zhonghuan shares (002 129)
The company's main business focuses on silicon materials, focusing on the research and development and production of monocrystalline silicon, taking monocrystalline silicon as the starting point and foundation, positioning strategic emerging industries and developing in a deepening and extending direction. Extending vertically in the fields of semiconductor manufacturing and new energy manufacturing to form a semiconductor plate, including semiconductor materials, semiconductor devices and semiconductor packages; New energy fields, including solar silicon wafers, solar cells and solar module. Expand horizontally in other fields with strong correlation, and form photovoltaic power generation plates around "green, low-carbon and sustainable development", including ground centralized photovoltaic power stations and distributed photovoltaic power stations; Finance and other sectors, including financial leasing and new materials technology.
Dongyue Silicon Material (30082 1)
The company's main business is silicone materials, and its main products include silicone rubber, silicone oil, fumed silica and other downstream deep processing products in silicone, as well as silicone intermediates. The company has built and operated two sets of monomer production facilities in silicone, with an annual output of 300,000 tons of monomer in silicone. The newly-built 300,000-ton/year silicone single unit and its supporting devices will be completed by the end of 20021year. After the project is completed, the company's single production capacity in silicone will reach 600,000 tons/year. In 2020, the operating income was 2.503 billion, the total assets were 4.498 billion, the net profit attributable to shareholders of listed companies was 286.5438 billion+0 billion, and R&D investment accounted for 7.43% of the operating income, with a total market value of 654.38 billion+0.38 billion.
CSG A(0000 12)
Since 2005, the company has entered the field of solar photovoltaic industry, belonging to one of the earliest enterprises in China. After more than ten years of construction, operation and technical upgrading, a complete industrial chain covering the operation of high-purity polysilicon, silicon wafers, batteries, components and photovoltaic power stations has been built to ensure that the company provides customers with solar photovoltaic products with stable quality and high cost performance. At present, the company's high-purity polysilicon production capacity is 9,000 tons/year, silicon wafer production capacity is 2.2GW/ year, battery chip production capacity is 1gw/ year, and component production capacity is 0.4GW/ year, and it holds 130MW photovoltaic power station. In order to meet the market demand for low-cost silicon materials, the company took the initiative to stop production and upgrade polysilicon, and promoted industrial upgrading with technological upgrading.