What are the actions of the layout of the hot track plant

Zhuzhou Evening News reporter/Liao Xichang

In the hot summer, the concept of scenery has become one of the hottest tracks in the A -share market.

Standing on the "double carbon" air outlet, the new energy industry has continued to heat up. Not only does the domestic market demand hot, but the international market has also opened up the "competition". Even the "big pig farmer" Zhengbang Technology "couldn't sit still", played "cross -border", and intended to reach cooperation with the National Electric Power Investment to invest in the construction of photovoltaic, wind power, comprehensive smart energy and other projects.

Stimulated by the vigorous needs of the industry, a number of concept stocks represented by wind power and photovoltaic "rising ships" are flying in the A -share market. Among the listed companies in Zhuzhou, a number of enterprises such as overflowing, the new materials of the times, and Qibin Group have also been involved in the layout of the landscape business. How do these Zhuzhou listed companies perform?

▲ The wind power tower that is transported in the production workshop of the flyover. Drawing

Flying over the bridge

It is mainly based on the production of wind power tower

46.79%! This is the stock price increase transcript that has been exalted in the last month. This is also the best score that Zhuzhou listed companies have surrendered in the past month. Even in the 134 listed companies in Hunan, this increase can be ranked third.

Starting from June 23, the bridge has opened up the road of falling down. In just 22 trading days, this Zhuzhou listed company has gained 11 daily limit boards, and almost half of the time has daily limit, which shows amazing performance. However, all three of them had failed to go to the closing, and finally "bombed". But within a few days after the "bombing", after a brief return, it can be reappeared. At present, its stock price has reached a new high since April 2019, and it has completely jumped out of the historical bottom range for up to 3 years.

If it wasn't for the "sneak attack" at the close of July 21, it was smashed from the daily limit price of 4.44 yuan/share to the green market. Numbers will also show even more amazing. However, despite this, the recent performance of the flyover has made many investors return. In the past month, a local investor staged a good show "Four Entry and Four" in this local listed company. "Recently, after the concept of wind power has risen, he began to pay special attention to the wake -up of the bridge, followed the funds to repeatedly operate, and repeatedly made T. The income was not bad." The investor said cheerfully.

The heating of the stock price of the flyover is related to multiple popular concepts, one of which is the wind power. At present, countries around the world are seeking to transform to a cleaner energy. Wind power is one of the most watched directions.

As the largest bridge, door -type lifting equipment and steel industry special lifting equipment providers in the southern region, the wind power equipment business sector of the flyover of the bridge is mainly based on the production of wind power tower and related accessories. The wind power tower is the tower of wind power, which mainly supports the supporting role in the wind power generation unit, while absorbing the vibration of the crew. This is just the advantage of the bridge's lifting.

In addition, the flyover of the overpass is also layout in the field of nuclear power. At present, the research and development efforts of the nuclear -related cranes (for nuclear reactors, system equipment maintenance and maintenance, other equipment installation and stand) have signed a supply with China Nuclear Power Engineering Co., Ltd. Cargo contract.

Time New Material

Technical strength is in the first echelon of wind power

Times New Materials has also performed very well in the past month, and has increased by 23.95%. Especially in the last 7 trading days, a total of three daily limit appeared. Like the flying bridge, the new material in the era of momentum has also encountered a daily limit. In the past two days, it has entered a period of adjustment.

In the field of wind power, if the bridge lift is an important player, then the new materials of the era will definitely be considered a "seed" player, heavyweight player, "catching the wind" to generate electricity, and extraordinary skills. The scale of the wind power blades of the new material in the times ranks among the top three in the world, and the wind power reduction is the first in China and the second in the world.

Starting with an independent and complete independent research and development system, the blade industry of the new materials has always stood at the forefront of the development of blade technology. According to the relevant person in charge of Times New Materials, the company ranks first in the field of wind power. For example, the core key technologies such as polyurethane leaves design technology, molding process technology, and molding equipment have continued to break through, becoming the world's first enterprise with batch manufacturing technology and capabilities of polyurethane chips. At the same time, key technologies such as carbon pull extrusion, Paradigue, PET sandwich material, etc., successfully broke through the key technologies of wind power connectors, and thoroughly solved the problem of "card neck" in the domestic wind power field.

In 2021, although the wind power industry ushered in the "first year", the price of wind power bidding continued to decline, the capacity of the new parallel installation machine decreased, and the prices of major raw materials remained high. 100 million yuan. In the first quarter of this year, Times New Materials Wind Power's blade business continued to rise steadily, achieving sales revenue of 1.388 billion yuan, an increase of 7.8%year -on -year.

Follow the development of the industry and continue to expand the layout. On the evening of June 21, Times New Materials issued an announcement that it was planned to set up a wholly -owned subsidiary Matsummer's company to radiate the market with the center of the northeast. It is responsible for the production and sales of the new material wind power blades in the region. According to reports, Times New Materials intends to establish leave production bases in Songyuan City, Jilin Province, and planned 4 5MW and above wind power blades in the industrial park. It is expected that it can be completed and put into operation by the end of the year.

"After the project is reached, it will form 240 sets of leaf capacity. The length of the leaves will be less than 100 meters, which is a pure glass fiber land leaves." The relevant person in charge of the new material in the era introduced that after the factory was completed and put into operation, the company will further improve the company's wind power blades. Industry's capacity layout in the Northeast market area. Qibin Group

The scale of production capacity will be among the first photovoltaic echelon

Different from the continuous rise of the overpass and the continuous rising of the times, the stock price of Qibin Group has stalled for a long time. In the past month, it has even fell 14.74%, led all Zhuzhou listed companies. Of course, such a sluggish performance has become the norm of the stock of Qibin Group in the past year.

Although the stock price is small, as a rare photovoltaic field player in Zhuzhou listed companies, Qibin Group has recently continued to quickly cut into the field of photovoltaic glass materials. Especially since March this year, Qibin Group has disclosed a number of investment plans, with a total investment of more than 10 billion yuan.

The relevant person in charge of Qibin Group said: "Entering the field of photovoltaic glass, investing in construction to meet the large -tonnage photovoltaic glass production lines with large size and lightness of component companies. The core competitiveness of the photovoltaic glass industry. "

How hot the photovoltaic tracks aimed at Qi Bin Group is known to see the operation of China's photovoltaic industry in the first half of the year. According to the calculation of industry specifications and announcement of enterprise information and industry associations, the main links of the national photovoltaic industry chain have maintained a strong development momentum, with a year -on -year increase of more than 45%. In particular, the demand for overseas photovoltaic markets continues to be strong, and the amount of volume and price rises. In the first half of the year, component exports reached 78.6GW, an increase of 74.3%year -on -year, and the total export of photovoltaic products was about 25.9 billion US dollars, an increase of 113.1%year -on -year.

Photovoltaic glass is one of the important auxiliary materials for the production of photovoltaic components. It is mainly used for the outermost layer of photovoltaic components, which plays a role in protecting battery pieces and light transmission. The increase in the amount of photovoltaic installed machines and the increase in the penetration rate of dual -glass components jointly drive the demand for photovoltaic glass. It is estimated that during the "14th Five -Year Plan" period, the demand growth rate of photovoltaic glass is about 20%.

It is reported that Qibin Group has eight floating glass production bases such as Fuling and Chenzhou, with 26 high -quality floating glass production lines with a daily melt volume of 17600T/D. At present, it is planned to build 11 photovoltaic glass production lines. Among them, one was put into production in the second quarter of this year, and 8 is expected to be put into production in 2023. In addition to the current company owned by the company's 1000T/D floating method for photovoltaic glass production line, the photovoltaic glass production capacity of Qibin Group is expected to reach 2200T/D and and 2023, respectively. 11800T/d.

In the future, after all the photovoltaic glass projects are successfully implemented, the production capacity of Qibin Group is expected to exceed 13,000 tons/d after its entire production capacity, and the production capacity scale will be among the industry's first echelon.

Source: Zhuzhou Evening News

Review: Luo Xiaoling

Edit: Chen Chen

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