More than 40 % of the new energy faucets are littered by the Ningde Times, which are optimistic about rating

As the saying goes, "The faucet does not fall, the market is not stopped." In June, many new energy concept leaders performed well. According to incomplete statistics from Fluxer's data, as of June 24, 19 new energy concepts including Jitai, Jingshan Light Machinery, and Ningde Times have risen all this month. Among them, the cumulative increases during the period of Jitai and Jingshan Light Machinery exceeded 100%.

"When the sector becomes a hot spot, under the effect of making money, leading stocks are easy to attract the attention of institutions, money, and retail investors, thereby driving other stocks in the sector to rise." Zhou Quanqing, managing director of Guangzhou Guobang Asset Management Co., Ltd. If so.

Leading stocks rose throughout the board during the month

"Securities Daily" reporter sorted out the above 19 new energy leading stocks and found that two characteristics are worthy of investor attention.

First of all, these companies are generally good. Among the 19 leading stocks, in the first quarter of 2022, a total of 13 companies operating income increased year -on -year, accounting for 68.42%.

It is worth noting that the operating income and net profit of 6 companies have achieved "dual growth", accounting for more than 30 %. Among them, Dalian Heavy Industry, Yongfu, Guodian Nanrui, Baoxin Technology and other four companies in the first quarter of 2022 increased the year -on -year growth rate of more than 50%.

Secondly, for the above -mentioned new energy field leading companies, the organization actively holds positions. As of the end of the first quarter of 2022, a total of eight companies in the top ten companies in the top ten companies appeared in the list of the top ten shareholders of the largest circulation shareholders, pension funds, insurance capital, and QFII funds, accounting for 42.11%. Among them, Guodian Nanrui also obtained two or more institutions.

Focus on 3 stocks of the brokerage firms

In the past 30 days, five of the 19 new energy lead shares have been optimistic about rating such as "buying" or "increasing holdings" by institutions. Three stocks including Ningde Times, Longji Green Energy, and Dajin Heavy Industry have been optimistic about rating.

As the world's leading power battery system provider, Ningde Times not only produced new energy vehicle power battery systems, but also had great advantages in the development and production of energy storage systems. Tianfeng Securities said that in the Ningde Times in 2021, the sales of lithium -ion batteries were 133.41GWh, an increase of 185%year -on -year. Among them, the energy storage system achieved revenue of 13.6 billion yuan, an increase of 601%year -on -year; the revenue of lithium battery materials achieved 15.5 billion yuan, an increase of 351%year -on -year.

In the first quarter of 2022, affected by factors such as the sharp increase in raw materials, the gross profit margin of Ningde Times declined significantly from the previous month. However, Tianfeng Securities believes that due to the increase in raw materials, the company's short -term performance is under pressure, but the competitiveness is still, maintaining the buying rating.

Longji Green Energy is mainly engaged in the development, production and sales of monocrystalline silicon rods, silicon wafers, batteries and components. Zhongyuan Securities stated that the sales volume, market share, and brand influence of Longji green energy single crystal components ranked the world's first market share in the world's first Asia Pacific, Europe and other regions. The shipments of Longji Green Energy components in 2022 are expected to maintain a global leader.

In the global wind power equipment manufacturing industry, Dajin Heavy Industry is the first echelon company and the leading enterprise in the wind power tower industry. Soochow Securities said that the main business of Dajin Heavy Industry focuses on the wind power tower, and its products include sea, land wind tower and sea breeze foundation. Considering the rise in the industry's prosperity, we are optimistic about the company's long -term development and give "buy" rating. (Reporter Yao Yao)

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