Come back!New energy track rebound, 14 institutions concerned about the low valuation of stocks!
Since December last year, the track stocks led by new energy appeared obvious adjustment, photovoltaic lithium storage and other plates compared with last year’s peak retracting range of more than 15%;After continuous adjustment, a-share new and old track stocks ushered in A long-lost counterattack, the return of the main line of new energy, wind power, uHV, lithium and other branches rose across the board.On the news, the China Automobile Circulation Association released data showing that in January, China’s new energy passenger car terminal market sales reached 347,000 units, up 124% year on year, a record high.Meanwhile, the market penetration rate reached 16.6%, up 11 percentage points from 5.7% in January 2021.It is worth mentioning that more attention should be paid to the branches with new positive stimuli or event anticipation during the stage of track emotional repair.Is new energy rebound or reverse?Yuekai securities that the gem after the festival to continue the deep callback, purely from the adjustment of the extent and time, have been digested more fully.In terms of new energy vehicles, Yuekai Securities believes that the fundamental investment logic is not false, the growth space of the next decade is still broad + the current high economy, the dark moment of rapid adjustment has passed, and the subsequent shock may usher in a rebound at any time after the bottom.Accordingly, the low valuation of new energy track stocks that are concerned by many institutions in A stock market are sorted out as follows: 1.More than 15 rating agencies;2. Institutional forecast p/E is less than 30 times;3. All the institutions forecast that the net profit growth rate will exceed 20% this year and next year;Sorted out 14 listed companies, to the reader, including a number of new energy industry segmentation leader.From institutional awareness, the 14 companies, rating agencies more than 20 there were 5, respectively is a material (25), longji shares (40), huayou cobalt (25), jiangxi feng LiYe (20) and strapdown weichuang (25) performance, a total of five stocks for agency predicted this year net profit rose more than 30%,Mainly suwen Electric Energy, Jiejia Weichuang, Jiayuan Technology, Huayou Cobalt industry, Zhongke Electric.The low valuation of the new energy stocks concerned by the cluster of institutions!Riyue Shares: 16 rating agencies, institutions forecast earnings ratio of 19.41 times, forecast this year and next two years of net profit growth of 42.66%, 27.57%;It is one of the largest casting manufacturers in China, mainly engaged in the research and development, production and sales of large heavy industry equipment castings, including wind power castings and other castings. In 20 years, the revenue of wind power industry is 4.455 billion yuan, accounting for 87.16% of the revenue.Topang Stock: there are 15 rating agencies, 19.44 times the forecast earnings ratio, forecast the net profit growth of this year and next two years are 27.22% and 30.17% respectively;The world’s leading intelligent control solution provider;The main products of the company are high-efficiency motors, which are widely used in power tools, household appliances, medical instruments, automobile electric equipment, industrial equipment and robots, and control products can be used in sweeping robots, swimming pool cleaning robots, kitchen small appliances and other products.Sauvin Power: there are 16 rating agencies with a forecast p/E ratio of 20.97 times. The net profit growth of this year and next two years is 35.99% and 31.84% respectively.The company’s main business is power consulting and design business as the leading, to provide power consulting and design, power engineering construction, power equipment supply and intelligent electricity service business as one of the one-stop (EPCO) brand services.New Zhou State: 18 rating agencies, institutions forecast earnings ratio 21.54 times, forecast this year and next two years of net profit growth of 33.66%, 26.73%;The company’s main business is the research and development, production, sales and service of new electronic chemicals and functional materials. The company’s main products of lithium electric chemicals are lithium ion battery electrolyte, electrolyte additives and new lithium salts.Tianci Materials: 25 rating agencies, institutions forecast p/E ratio 21.96 times, forecast this year and next two years of net profit growth of 72.43%, 29.11%;The company produces lithium ion battery materials mainly for lithium ion battery electrolyte and anode material lithium iron phosphate, supporting the layout of electrolyte and lithium iron phosphate key raw material production capacity, including hexafluorophosphate, new electrolytes, additives and iron phosphate, etc.Jijia Weichuang: 25 rating agencies, institutions forecast earnings ratio 22.87 times, forecast this year and next year net profit growth of 33.82%, 34.13%;China’s leading photovoltaic cell equipment, the company is a crystal silicon solar cell equipment research and development, production and sales of enterprises, 20 years of solar cell production equipment revenue of 4.044 billion yuan, accounting for 100% of the revenue.Three Gorges Energy: there are 19 rating agencies with a forecast p/E ratio of 24.90 times. It is predicted that the net profit growth of this year and next two years will be 41.47% and 22.61% respectively.The company’s main business is the development, investment and operation of wind and solar energy.The main products are offshore wind power, onshore wind power and photovoltaic power generation. At present, the installed scale and profitability of TGP new energy are among the first echelon of new energy enterprises in China.Longji Stock: 40 rating agencies, institutions forecast earnings ratio of 25.06 times, forecast this year and next two years net profit growth of 33.38%, 24.69%;The world’s leading single crystal photovoltaic products, the company is mainly engaged in the research and development, production and sales of single crystal silicon rods, silicon wafers, cells and modules, providing products and system solutions for photovoltaic centralized ground power stations and distributed roof development.Jiayuan Technology: 17 rating agencies, institutions forecast earnings ratio 26.77 times, forecast this year and next year net profit growth of 89.29%, 54.55%;As one of the leading enterprises in the domestic high-performance lithium copper foil industry, it has a high market share in the domestic power lithium copper foil field and occupies a leading position in the domestic market.We have established long-term cooperative relations with major domestic lithium-ion battery manufacturers.Huayou Co: 25 rating agencies, institutions forecast earnings ratio 26.99 times, forecast this year and next year net profit growth of 37.76%, 32.74%;The company is the largest supplier of cobalt products in China and one of the major suppliers of lithium ternary precursors in China. The company is mainly engaged in the r&d and manufacturing of new energy lithium materials and cobalt new materials products. The main products are cobalt, nickel, ternary precursors, copper, trading and other products.Zhonghuan Stock: there are 16 rating agencies with a forecast P/E ratio of 27.35. It is predicted that the net profit growth of this year and the next two years will be 36.23% and 22.92% respectively.The world’s largest exporter of photovoltaic and monocrystalline silicon wafers, and the world’s largest manufacturer of laminated components, the company’s main business is the research and development, production and sales of semiconductor silicon wafers, semiconductor power and rectifier devices, photovoltaic cells and modules. In 20 years, the revenue of the new energy industry is 17.360 billion yuan, accounting for 91.10% of the revenue.There are 20 rating agencies with a forecast p/E ratio of 27.37 times and a forecast net profit growth of 72.91% and 28.33% for this year and next year respectively.The world’s largest manufacturer of lithium metal, the world’s third largest and the largest manufacturer of lithium compounds in China, the company’s main business is the research, development, production and sales of various deep processing lithium products, the company’s main products are lithium series products, lithium battery series products.Zhongke Electric co., LTD. : there are 16 rating agencies with a forecast PE ratio of 28.27 times. It is predicted that the net profit growth of this year and next two years will be 99.81% and 48.10% respectively.The company’s main business is the design, manufacture and sales of electromagnetic and mechanical equipment, and the production and sales of lithium ion battery anode materials related products. The main products are lithium ion battery anode materials, electromagnetic metallurgy special equipment, etc.Follett: there are 16 rating agencies with a forecast P/E ratio of 29.32 times and a forecast of 36.44% and 27.65% growth in net profits this year and next year respectively.Photovoltaic glass leading, one of the standard makers of photovoltaic glass industry;The company’s main business is the production and sales of various glass products, including photovoltaic glass, float glass, etc. In 20 years, the revenue of photovoltaic glass is 5.226 billion yuan, accounting for 83.47% of the total revenue.Opinions vary from person to person. 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