About the leading stocks of photovoltaic concept stocks in 2023? Who is the leading stock of photovoltaic cells? It is understood that there are 1 1 listed companies engaged in photovoltaic cells in China A-share market. The following is the list of leading stocks of photovoltaic concept stocks brought by Bian Xiao for your reference only.

Leading recommendation of photovoltaic concept stocks

65438+1October 19 China Electric Power Enterprise Federation released the analysis and forecast report of the national power supply and demand situation in 2023, saying that under normal climate, it is estimated that the electricity consumption of the whole society will be 9 15 trillion kWh in 2023, which is about 6% higher than that in 2023. It is estimated that by the end of 2023, the national installed power generation capacity will be about 28 1 100 million kilowatts. Hydropower is 420 million kilowatts, grid-connected wind power is 430 million kilowatts, and grid-connected solar power is 490 million kilowatts. In 2023, the installed capacity of solar energy and wind power will exceed the installed capacity of hydropower for the first time.

65438+1October 16, the statistics of the national power industry in 2023 released by the National Energy Administration show that as of 65438+February 2023, the cumulative installed capacity of power generation in China was about 2.56 billion kilowatts, up by 7.8% year-on-year. Among them, the installed capacity of solar power generation is about 390 million kilowatts, up 28. 1% year-on-year. According to the goal set by the National Energy Administration, in 2023, the installed capacity of solar power generation will reach 490 million kilowatts, and the installed capacity of wind power will reach 430 million kilowatts. The cumulative installed capacity of the two will reach 920 million kilowatts, of which the newly added installed capacity will reach 65.438+600 million kilowatts, with a year-on-year increase of over 33%.

Compared with previous years' data, from 17 to 2023, the annual installed photovoltaic capacity was 53.06GW, 44.26GW, 30. 10GW, 48.20GW and 54.88GW respectively, and it was 87.4 1GW in 2023, with a higher year-on-year increase and a new high. In the month of 65438+February, the installed photovoltaic capacity was 2 1.7GW, an increase of 190% from the previous month. By the end of 2023, the cumulative installed capacity of solar power generation was about 390 million kilowatts, a year-on-year increase of 28. 1%.

Ye Yindan, a researcher at China Bank Research Institute, said that according to the short-term and medium-term arrangements of the policy, it is expected that the growth rate of installed solar power generation will exceed that in 2023, and green-related industries such as solar energy are also expected to become new growth points for stimulating the economy.

In the context of the continuous strong demand in the photovoltaic market, even in 2023, which is at a high cost stage, the relevant listed companies are still profitable. As of today, a number of A-share listed companies have released 2023 performance forecasts, and many leading photovoltaic industry chains have achieved substantial growth in net profit.

Specifically, Tongwei shares expect a net profit of 25.2-27.2 billion yuan in 2023, a year-on-year increase of 207%-231%; Longji Green Energy is expected to have a net profit of 65.438+0.45 billion yuan-65.438+0.55 billion yuan in 2023, a year-on-year increase of 60%-765.438+0%; TCL Central predicts a net profit of 6.6 billion yuan-765,438+0 billion yuan in 2023, a year-on-year increase of 63.79%-76.2%; Jing 'ao Technology expects its net profit in 2023 to be 4.82 billion to 5.62 billion yuan, up 160.99% year-on-year to 204,438+0%. Trina Solar's estimated net profit in 2023 is 3.206 billion yuan to 3.802 billion yuan, up from 107. 17% to 145.63% year-on-year.

Moreover, in the last two months of 2023, the price of silicon materials has been greatly loosened. Compared with last year's high of 10, the current price of silicon materials has fallen by nearly half. The decline in the price of silicon materials has also brought a window of take-off profit for downstream links such as components, and also greatly stimulated the installed demand in the photovoltaic market.

According to the research report of Guo Xin Securities, the price reduction of major photovoltaic industrial chains slowed down this week, and the drop in component prices was greater than that in the upstream, which mainly reflected the time lag of component price adjustment. It is expected that after the Spring Festival, with the seasonal recovery of domestic and international demand, industrial chain transactions are expected to pick up and prices will gradually stabilize. At present, the silicon material has dropped from the high point of 307 yuan /kg to 165 yuan /kg, which is expected to boost the demand in this year.

Guo Xin Securities recommended:

1) component links have certain futures properties due to the long signing period, and are expected to benefit in the stage of rapid decline in raw material prices; Integrated component manufacturers have a stronger competitive advantage in the new battery technology, and recommend Jingke Energy, which has a leading N-type Topcon and a stronger market advantage in the United States; Trina Solar, which has a continuous leading profitability per watt and the lowest silicon wafer production capacity;

2) In the battery sector, there will be a relative shortage of large-size production capacity in the next 1-2 quarter, and the profitability will be significantly improved. At the same time, the bargaining power of N-type batteries is stronger, so it is recommended to pay attention to Junda shares;

3) In 2023, the permeability of N-type components will increase rapidly, which will bring about an increase in the demand for new adhesive films. It is recommended to pay attention to Haiyou New Materials and Saiwu Technology.

Related concept stocks:

Jing 'ao Technology (002459. SZ): The company is a global photovoltaic module head enterprise, and its main business is the research and development, production and sales of solar silicon wafers, batteries and modules, as well as the vertical integrated development of the development, construction and operation of solar photovoltaic power plants. Its revenue mainly comes from its subsidiary, Jing 'ao Solar, and its photovoltaic module shipments have ranked among the top three in the world for three consecutive years.

Trina Solar (688599. SH): The second largest exporter of photovoltaic modules in the world. It is estimated that the net profit in 2023 will be 3.206 billion yuan to 3.802 billion yuan, a year-on-year increase of 107. 17% to 145.63%.

Junda shares (002865. SZ): The company is a manufacturer of photovoltaic cells. Its main products are large-size and high-efficiency P-type and N-type batteries, and the raw materials are mainly silicon wafers and silver paste.

Saiwu technology (6032 12. SZ): Take the lead in successfully developing UV transfer film for HJT components, and the technical dividend is expected to bring significant excess returns.

Photovoltaic concept stocks leading stocks

1, solar energy (000591);

2. Tongwei shares (600438);

3. Lu Hong steel structure (002541);

4. Weifeng Electronics (301328);

5. Robotko (300757);

6. Conch (600585);

7. Cai Dong Science and Technology (601208);

8. Mubangko (603398);

Jing Quan Hua (002885);

10, double star new material (002585), etc.

What about the stock quilt?

1, stop-loss hedging method: at the beginning of stock purchase, the increase of stock must be predicted, but no user can predict the stock price at 100%. Therefore, it is necessary to set a stop-loss price. For example, if the stock bought by 10 RMB falls below 9.5 RMB, it will be cleared immediately, and it will never be soft, so that individuals can operate without being caught in a small loss;

2, the passive dead shoulder strategy solution method: the stock price fluctuates constantly. If there is no shortage of funds in hand, you can consider holding the stock until the price rises, but the cycle may be two or even more than ten years;

3. Make-up method: If the stock continues to fall, you can consider diluting the cost by making up the position, but you need sufficient funds to seize the opportunity;

4. Step-by-step shorting solution method: When the stock is quilt, you can use the thinking of reverse shorting to solve the problem. For example, 10 yuan bought a stock that fell to 8 yuan. If the user decides that it still needs to fall, he can just cut the meat and go out, and then buy it when it falls to 6 yuan. At this time, there is 2 yuan's profit margin, and the number of positions in hand will not change. When the stock price rebounds slightly, it can recover the cost and go out;

5. Band operation liquidation method: When the stock falls, it will fluctuate within a certain range, but it just can't rise to the cost price. At this time, the band operation method can be used to start the solution.