1. Baoxin Technology
Current price is 16.60 yuan, gross profit margin: 23.87%; total market value: 9.197 billion, turnover rate: 32.71%
Core theme : Medical waste treatment + power exchange concept + smart grid + HJT battery
Fundamental analysis: The company’s main business is precision CNC sheet metal manufacturing, intelligent equipment manufacturing, thermal power flexibility peaking business and environmental protection business . The company's main products are sheet metal structural parts designed and produced from raw materials such as steel sheets, stainless steel plates, aluminum plates and copper plates. They are mainly supplied to end product manufacturers in the fields of electric power, communications, medical care, finance and new energy. The company is a multi- We are a supplier of world-renowned enterprises and have established good cooperative relations with them. Our products are exported to Europe, America, Southeast Asia and other places, and the sales area covers more than a dozen countries and regions.
Technical analysis: Baoxin Technology’s main capital inflows, the mid-line trend is good, the short-term is in the opportunity zone, and the daily line is golden cross.
2. Jingshan Light Machinery
Current price is 22.04 yuan, gross profit margin: 16.98%; total market value: 13.728 billion, turnover rate: 33.47%
Core theme : HJT battery + Tesla + new energy vehicle + TOPCON battery
Fundamental analysis: The company's main business is the research and development, design, manufacturing, sales and service of high-end intelligent complete equipment. The company's main products include component intelligent equipment, battery intelligent equipment, silicon wafer intelligent equipment, whole plant solutions, and a complete set of intelligent packaging intelligent equipment. The company has applied for a total of 102 invention and new utility patents and 6 software copyrights that have been accepted by the State Intellectual Property Office.
Technical analysis: Jingshan Light Machinery's main capital inflows, the mid-term trend is good, and the short-term is in the opportunity zone. The stock has entered a long market, and the stock price has a high probability of rising in the short-term.
3. Mingpu Opto-Magnetic
Current price is 19.35 yuan, gross profit margin: 11.63%; total market value: 4.063 billion, turnover rate: 36.16%
Core theme : Preliminary increase in the semi-annual report + new energy vehicles + photovoltaic concept + 5G
Fundamental analysis: The company is mainly engaged in the research, development, production and sales of communication magnetic components and communication optoelectronic components in the field of network communications. The company mainly produces four categories of products: communication magnetic components, communication optoelectronic components, communication power supply system equipment and communication power supplies.
Technical analysis: Mingpu Optoelectronics has received major capital inflows, the mid-term trend is good, and the short-term is in the opportunity zone. During the strong rise, you can buy on dips and do not consider short selling for the time being.
4. BYD
Current price: 329.62 yuan, gross profit margin: 12.40%; total market value: 959.571 billion, turnover rate: 1.22%
Core theme: BYD Concept + New Energy Vehicles + Energy Storage + MSCI Concept
Fundamental analysis: The company is mainly engaged in automotive business including new energy vehicles and traditional fuel vehicles, mobile phone parts and assembly business, secondary rechargeable batteries and Photovoltaic business, and actively expand the urban rail transit business field. The company's main products are rechargeable batteries and photovoltaics, mobile phone components and assembly, automobiles and related products. BYD is an industry leader in the global new energy vehicle field.
Technical analysis: It is not recommended to enter the market for the time being, and wait and see from the outside (there is a golden cross phenomenon on the daily line)
5. GCL Integration
Current price 4.14 yuan , gross profit margin: 6.95%; total market value: 24.220 billion, turnover rate: 2.98%
Core themes: energy storage + photovoltaic concept + HJT battery + MSCI concept + S&P Dow Jones A shares
Fundamental analysis: The company is mainly engaged in the research and development, design, production, sales and one-stop service of high-efficiency battery components, energy engineering, comprehensive energy system integration and other related products. It mainly specializes in the production of various types and specifications of solar cell components, as well as the supporting production and installation of solar user systems, solar lights and other solar products and projects. After nearly 30 years of development, the "GCL" brand has ranked first in China's new energy industry for many consecutive years, and has ranked first among the top 500 global new energy companies for many years.