5 days rose 80 %!Battery bull stocks are great and happy: private equity boss burst out of 300 million meat cut meat, Cinda Australia and Asia Station made 25 million "investment vane"

China Times (chinatimes.net.cn) reporter Chen Feng reporter Qiu Li Beijing report

The Shanghai Index re -stood 3400 points on June 28. The concept of the HJT battery broke out again, and the photovoltaic sector lifts up the daily limit. In fact, since the end of April this year, the HJT battery sector has been singing all the way. In just two months, the sector index has risen by more than 70%, which has reached a record high.

Longji Silicon's heterogeneous node optical battery HJT research and development has once again made a major breakthrough. The transformation efficiency of the development of the battery has reached 26.5%, refreshing the world's record of large -size single crystal silicon optical battery efficiency.

As soon as the news came out, the market was frying in an instant, and the new and old battery film factories have deployed HJT battery projects. Among them, the stock price of King Kong Glass (300093.SZ) from June 22 to 28, 80 % of the 5 days. Since entering the field of photovoltaic batteries last year, with the "heterogeneous knot rookie" halo, the stock price of diamond glass continues to rise, and the market value is also market value. From 1.9 billion yuan in early 2021 to 14.1 billion yuan, the two years rose as high as 740%.

It is worth noting that diamond glass loses for 3 consecutive years or is facing the risk of suspension of listing. From 2019 to 2021, the company realized total operating income of 613 million yuan, 329 million yuan, and 321 million yuan, respectively; net profit attributable to was -088 million yuan, -131 million yuan, and -202 million yuan, respectively. In addition, in the first quarter of 2022, the company's net profit was -313.958 million yuan, a significant decrease of 8545%year-on-year, and the performance was difficult to hide.

Private equity boss missed opportunities

How many happy and more worrieds. Luo Weiguang, who was on the same name with Xu Xiang and Lin Yuan, fired again after 4 years of disappearance.

It is understood that in 2015, Luo Wei spent 500 million yuan at a price of 21 yuan per share to buy the largest shareholder status of King Kong Glass from the founder. Then experience a series of natural disasters and human disasters and various praying arms blocks. The stock price fell all the way to 5 yuan in 2018, which led to Luo Weiguang's equity pledge.

Finally, in August 2019, Luo Weiguang's 22.565 million Vajrayana equity was auctioned by judicial auctions, and was forced to sell it to the current shareholders of Shunde's background at a price of 7.8 yuan per share, with a total price of nearly 170 million yuan. As of June 28, 2022, it was nearly 1.4 billion yuan based on the current stock price of 65.5 yuan.

In just one and a half years, the stock price soared from 7 yuan to 65 yuan. Vajra Glass was 10 times the big bull stocks, while the private equity Luo Weiguang lost nearly 300 million yuan on the stock and lost more than 63%.

Public information shows that Luo Weiguang entered the field of securities investment in 1995. He successively worked in many securities companies. In 2007, he founded Guangdong New Value Investment in "Ben Private". He also won the 2009 private placement championship.

Cinda Australia and Asia earn 25 million

According to data from the Fund's heavy positions in the first quarter of 2022, the top ten heavy stocks of the five funds holding Vajrayana glass, holding a total of 754,000 shares, a decrease of 74.8%from the previous quarter; %.

Among them, as the dark horse in 2021 and the five -year equity fund absolute income champion, the Cinda Australia Fund can be described as the "big household". Silver value selection hybrid A holds 349,000 shares, Cinda Australia's new wealth hybrid holds 221,000 shares, Cinda Australia Credit Bonds A shares A holding 130,000 shares, Cinda Australia Hengsheng Mixed A holds 4.5 Thousands of shares and four funds hold a total of 744,100 shares. Cinda Australia was renamed "Cinda Australia" on March 21.

If the holdings are not reduced in the second quarter, according to the closing price of 65.5 yuan on June 28, Cinda Australia and Asia's 4 fund products yields doubles nearly 25.18 million yuan.

Regarding the recent problems such as the new energy sector rebounding, the reporter of the Huaxia Times contacted the Cinda Australia Fund by phone. Relevant staff cited the company's fund manager's view on June 24 that even if there was a wave of price increases in new energy vehicles, the society of society, society The impact of demand will not be particularly large. New energy vehicle penetration rate and production and sales data are expected to take another step in June and the second half of the year.

Although it has stepped on the strongest air outlet of A shares, since this year, Cinda Australia and Asia have plummeted. The main reason is that Feng Mingyuan, the manager of the top -flow fund, encountered Waterloo, and heavy positions bet on new energy and other track stocks, and the performance fell across the board. As the "soul figure" of Cinda Australia, Feng Mingyuan's shoulders resist the half -walls and manage more than half of the assets of the company. As of June 28, the 10 funds managed by Feng Mingyuan were temporarily unable to count in the three -year holding period of Xin'ao Zhiyuan. The overall performance of Asia is "dragging back."

The outlook for the photovoltaic sector is broad

CICC said that HJT equipment has high investment and attaches importance to equipment investment opportunities brought by technology iterative. It is expected that the HBC battery formed by HJT through the superimposed IBC process is expected to exceed 26%of the production efficiency; HJT superimposed battery formed by the formation of perovskite is expected to exceed 30%of the efficiency potential; Essence It is estimated that the total number of HJT equipment order space will reach 37 billion yuan from 2022-2024.

BOC Securities pointed out that the HJT battery conversion efficiency has a record high, the industrialization is rapidly advancing, the cost drop path is clear and feasible, and the cost -effective inflection point is expected to be the next generation of mainstream technology routes. Qi Haihuan, president of Beijing Sunlight New Energy, said in an interview with the China Times reporter that the technical densely available in the photovoltaic industry+capital -intensive "dual -dense collection" characteristics. The two key elements are indispensable. With deep understanding and cognition, and the blessing of strong capital, we can truly achieve process upgrades and product iteration.

Qi Haizhen believes that at the current stage, the HJT heterogeneous battery technology route is more suitable for investors newly entered the photovoltaic industry, and there must be a certain capital strength to support the continuous investment of enterprises research and development. After all Below, first develop TOPCON to upgrade PERC battery technology a more secure and less investment. For photovoltaic manufacturers, the existing equipment depreciation period is more reasonable. After the orderly exit is exit, HJT may be the choice of many photovoltaic manufacturers. path. After all, HJT battery technology technology is not particularly mature and stable. It requires the way to drive the "cost reduction and efficiency" of craft climbing, thin silicon wafers, and non -silicon costs. After the efforts of the industry in recent years and the verification of downstream products, coupled with the continuous research and development investment of equipment companies, the future development of the HJT battery route has been clearly visible.

Zhou Di, a national scientific and technological expert of the Ministry of Science and Technology and senior engineer of Fang Rong Technology, told the China Times reporter that Longji Silicon Silicon's heterogeneous optical optical battery (HJT) tested M6 full -size battery (274.4cm2) by the Hallin Solar Research Institute (ISFH) in Germany (274.4cm2). The photoelectric conversion efficiency reaches 26.5%, creating a new world record of large -size single crystalline silicone battery efficiency, which is a key technological breakthrough. The reason why HJT's photoelectric conversion efficiency is improved because HJT raw materials and process costs are too high. Only by improving the conversion efficiency can more solar energy be converted into electrical energy, so that the cost of power generation can be reduced, and it can truly achieve the world. universal.

Zhou Di pointed out that our country now proposes carbon peak carbon neutralization, which is bound to accelerate the construction of large -scale wind power photovoltaic bases focusing on desert, Gobi, and desert areas. At the same time, there are a large number of photovoltaic battery industries in rural revitalization. The National Development and Reform Commission, the Ministry of Finance, and the National Energy Administration all have corresponding guidance policies and photovoltaic subsidies, which are conducive to the development of the photovoltaic electronics industry.

Editor: Editor Yan Hui: Xia Shencha

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