The photovoltaic sector is strong, and the number of daily limits such as CNC, and the photovoltaic 50ETF (516880) rose nearly 4%

Author:Capital state Time:2022.06.30

On June 30, the photovoltaic sector performed active and many daily limit.CNC, Kesta, and Zhejiang New Energy daily limit, Gudewei rose more than 14%, TCL Central and CITIC Bo rose more than 8%, Jinlang Technology, Sunshine Power, Shangneng Electric, Tongwei shares rose more than 6%.Shuangliang Energy -saving, Kehua Data, and Beijing Transport have risen, driving photovoltaic 50ETF (516880) nearly 4%, and nearly 10%of the nearly 10 trading days.

Guojin Securities said that the photovoltaic Q3 prosperity has reached the steps, and new technologies have been catalyzed.The quotation of silicon wafers exceeds expectations, the module/inverter export in May remains strong, and the industrial chain price and prosperity are expected to be on the step of the Q3; new battery -related catalytic release, expansion planning and execution will enter the acceleration period;Extending investment opportunities under the four major industries of "changes in terminal demand structure, new technology iterative, downward component prices, and continuous demand", mainly falling in: silicon material, centralized/miniature inverter, equipment, differentiated componentsDrinks, high prosperity consumables/auxiliary materials, energy storage and other segmented links.

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