Fengkou Report | Stand on the air!The new energy sector has continued to rise sharply. Can I get in the car now?

Fengkou Finance reporter Tan Fengmin

A shares recovered, and the new energy and consumer sector that plummeted returned to investor vision, especially new energy tracks.

Fengkou Finance combed and found that the stock price of the 497 new energy vehicle industry chain companies in A shares rose across the board during the month. The highest increase was Haiqi Group with a monthly increase of 184.24%. Essence

So, is there still a chance for investors to enter the market now? Wu Guoping, a well -known financial critic and a well -known fund manager, told Fengkou Finance: "New energy still has some opportunities, because this track cycle is long, but it has begun to differentiate."

New energy vehicles that have skyrocketed for more than a month

"In the first two quarters, the market's expectations of the new energy sector had different expectations. Some of the views believed that the performance of the second quarter of the listed company will be very bleak. In fact, the performance of the second quarter is full of support." Tongtai Fund Wang Wei said.

Because of the epidemic, the market has a pessimistic attitude towards the production and delivery of new energy vehicles in the second quarter, but according to the data released by the China Industrial Automobile Association, from January to May 2022, my country achieved a sales volume of 1.995 million new energy vehicles. Among them, in the second quarter, in the second quarter, in the second quarter The sales volume was 746,000 units in the past two months. Wang Wei believes that the orders and sales data of new energy vehicles in the second quarter are very good. It is reasonable that it is expected to reach 5.5 million to 6 million vehicles throughout the year.

With the support of full performance, the new energy vehicle sector has opened up the skyrocketing mode.

Fengkou Finance combed and found that in the new energy vehicle industry chain, there were three A -share listed companies that doubled the stock price during the month, namely Haigou Group, Zhejiang Shibao and Jingshan Light Machinery, with the increase of 186.24%, 177.51%, and 110.69%, respectively. There are also 21 Lu stocks in the industry chain. Suitong Development, Xingmin Zhitong, Zhongtong Bus, Shi Da Shenghua and Maih, are distributed in industries such as transportation equipment, power equipment, machinery and equipment, and chemical materials. Both exceeded 30%, while the development of Sotong and Xingmin Zhitong reached 68.9%and 51.53%.

In addition, the performance of the new energy concept sector is equally good. Among the 166 concept stocks of A shares A -share, 141 of the concept stocks have achieved the rise within 141 months, and Changan Automobile creates a maximum increase of 60.22%.

Battery and photovoltaic sectors become the rising show

New energy vehicles have risen for more than a month, but the opportunity to belong to the battery and photovoltaic sector has just emerged.

On June 24th, the concept of HJT battery and the rise of the photovoltaic sector. Among the HJT battery concepts, 8 stocks such as King Kong Glass, Baoxin Technology, Jingshan Light Machinery, and Lu Yubo shares rose daily limit; The two sections are more heavy.

Fengkou Finance combed and found that there were 7 new energy concept stocks in Shandong in the month, and 6 rose, namely Tianneng Heavy Industry, Green Energy Huichong, Tidd, Shengyang, Taihe Technology and Great Career. Compared with the industrial chain, Tianneng Heavy Industries won the top of Shandong with 28.94%. Deeply dig deep into the concept of new energy, Tianneng Heavy Industry and Great Career shares have set up photovoltaic "accelerators", while Taihe Technology enters the field of new energy batteries. Green Energy Huizhou and Terad focus on the development of new energy charging piles.

Zhang Xun, Teda Manoly Fund, believes that this wave of rise stems from its dazzling fundamentals. Puyin Ansheng Fund Yang Dawei also believes that the basic aspects of the photovoltaic industry need to resonate in inside and outside the industry, and the fundamentals are continuously exceeded. Coupled with the continuous advancement of wide currencies and wide credit at the macro level, social integration and M2 have a year -on -year growth rate exceeded that the market has rebounded. Faith gains greater support.

Zhang Yufan, the ICBC Credit Fund, believes that in the middle and long term, we are more optimistic about power grids, power operators, photovoltaic wind power and energy storage sectors related to power system reform.

Energy storage and wind power sector are still undervalued

New energy vehicle stocks have risen for nearly a month, and investors will inevitably make a lot of money and dare not rashly chase.

In fact, the new energy sector can be divided into lithium batteries, photovoltaic, wind power and energy storage sectors. Under the differentiation of the market, batteries and photovoltaic skyrocketed, but wind power and energy storage are still undervalued. For example, Shandong Electric Power leader Huadian International is the only Lu stock stock in the Shandong New Energy sector this month.

Zhang Xun believes that the main advantage of wind power in the new energy sector is low valuation. He said: "New energy is a long -term market, and the energy revolution is by no means ending within a few years. Investors should follow the concept of value investment. In the long run, new energy is still the direction of excess returns in the market."

"The wind power sector was clearly underestimated. The bidding volume expected to be expected this year from the wind power sector was repaired from 70GW to 100-120GW. The bidding volume of offshore wind power this year was also fixed from 15GW to 20-25GW." Wang Wei also said, "In addition, the power grid is currently The valuation is also very cheap, and the bidding will begin in the second half of the year. At that time, the catalytic effect is obvious, and there is a lot of room for growth. "

Wu Guoping believes that under the market atmosphere at this time, it is not recommended to chase high, but instead adhere to the growth of the growth of the king and the dilemma. At present, the energy storage, new materials, tourism, air, and film and television media have increased potential for growth.

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