Energy Internet concept stocks include Zhongheng Electric, Guiguan Electric and Guodian Nanrui. In addition to this Fan Chong, Goldwind Technology, Smart Energy, Sunshine Electric and Hu Liyuan are also doing well in stock fundamentals. The following small series brings energy Internet energy storage concept stocks. Let's take a look, hoping to bring some reference.
Smart grid concept stock leader
1, Guodian NARI 600406: leading stock of smart grid. On July 365438, 2065438, Jiangxi Qingcheng Smart Grid Comprehensive Demonstration Project, which was built by Guodian Nanrui, passed the project acceptance of State Grid Corporation of China, and the overall project reached the domestic leading level, among which the comprehensive visualization and distribution automation project was highly praised. Guodian Nanrui is an overall energy Internet solution provider with energy and power intelligence as its core. Is an excellent IT enterprise and a leading enterprise in the fields of energy, electric power and industrial control in China. Based on advanced control technology and information technology, the company takes "big data, cloud computing, Internet of Things, mobile Internet, artificial intelligence, blockchain" and other technologies as the core, and provides software and hardware products, overall solutions and application services for industries and customers such as power grid, power generation, rail transit, water conservancy and water affairs, municipal utilities and mining.
2. Wang He Electric 603063: the leading stock of smart grid. In order to support the smart grid to stabilize the system voltage, the company provides a series of static var generators and power management systems for new energy stations.
Jixu Electric 000400: The first phase of smart grid project won the "National Gold Award for Quality Engineering", and the UHV Test Center won the "China Gold Award for Steel Structure Breakthrough Resistance". It is expected that the investment in power grid will increase steadily this year. Under the background of dual carbon and new power system, there are structural growth opportunities for dispatching, distribution and UHV DC. In 20021year, the planned investment of power grid is 473 billion yuan, up+3% year-on-year; In 20021,1-9 years, the domestic power grid investment was 289 1 billion yuan, which was -0.3% year-on-year. We predict that the investment in the whole power grid will maintain steady growth during the "Tenth Five-Year Plan" period.
3. Chuangyuan Technology 00055 1: Hi-Tech Electric Porcelain is the "National R&D and EHV and EHV Electric Porcelain Manufacturing Base" recognized by the National Development and Reform Commission. It has the largest 36-meter-high million-volt high-voltage test hall in northeast electric porcelain industry, which can provide operational research data for the construction of national million-volt high-voltage power grid in cold areas.
4. Ganhua Gong Ke 000576: Ganhua Gong Ke (000576) said on the interactive platform today that Suzhou Kaiweite Semiconductor Co., Ltd., a shareholding company, is engaged in the research and development and production of third-generation semiconductor products. At present, Kewitt products are widely used in smart home appliances, industrial control, smart grid and other fields.
5. Solar energy 00059 1: Fourth, cooperate in other fields, and study the cooperation mode between the two sides in the fields of integrated power services and distribution network investment and operation.
6. Dongfang Electronics 000682: The controlling shareholder of the company is Dongfang Electronics Group Co., Ltd. Dongfang Electronics Group is a large-scale high-tech enterprise group integrating scientific research and development, production and operation, technical service and system integration, with smart grid, environmental protection and energy saving and Internet of Things as its three main businesses, and its products cover RFID RF system solutions.
Leading stocks of energy storage plate
I. Jinlang Technology (300763), Fundamentals: Jinlang Technology is mainly engaged in the research and development, production, sales and service of inverters for the core equipment series of distributed photovoltaic power generation systems. Technical side: today, the stock opened higher and went lower, and closed the tapered line. The turnover can be increased compared with the previous days. After hitting a record high, the stock price has a slight correction. The technical indicators are not very good. MACD, KDJ and RSI all have a downward trend. The stock should adjust its position in the short term and then hit a new high.
Two. One hundred million weft lithium energy (300 14). Fundamentals: The company develops, produces and sells consumer batteries and power batteries. Consumer batteries include lithium primary batteries, small lithium-ion batteries and ternary cylindrical batteries. Power batteries include new energy vehicle batteries, battery systems and energy storage batteries. This company is a large supplier of lithium primary batteries in China. Technical side: The stock rallied today and then fell back, closing a middle line. The stock price has been adjusted for two consecutive days. From the technical indicators, MACD, KDJ and RSI all have a downward trend and will fluctuate in the short term.
Three. Sunshine Power Supply (300274), fundamentals: The company's main products include photovoltaic inverters, wind energy converters, energy storage systems, new energy vehicle drive systems, and smart energy operation and maintenance services. Technical side: The stock opened lower today and closed a negative cross star. From the technical indicators, MACD forms a dead fork, KDJ and RSI have a downward trend, and technical indicators have a downward trend in the short term. Pay attention to prevent risks, and it will continue to rise after the callback.
Four. Fundamentals of Baichuan Co., Ltd. (002455): Mainly engaged in research and development, production and sales of lithium batteries and battery packs, mostly used in industrial and commercial energy storage products and communication fields. Technical side: the stock fluctuated upward today, opening the daily limit in the middle and continuing to close in the late session. From the technical indicators, MACD is running at a high level, and both KDJ and RSI are running at a high level, which is expected to continue to hit new highs in the future.
Verb (abbreviation of verb) Hong Sheng Stock Company (300693), Fundamental: The advantage of the company's energy storage business lies in system integration. Mainly used in centralized photovoltaic power plants, distributed photovoltaic systems, power storage, microgrid systems and other projects. Technical side: the unit closed an inverted cone line today. From the technical indicators, MACD, KDJ and RSI indicators have a downward trend. The stock may have a correction in the short term, and it is expected to continue to hit a new high after the correction.
6. Goodway (688390) Fundamentals: The company develops, produces and sells new energy power supply equipment such as solar energy and energy storage. The company's main products include photovoltaic grid-connected inverter, photovoltaic energy storage inverter and SEMS smart energy management system. The company has successively won "Suzhou Famous Brand Product" and "German Red Dot Design Award", and won the honor and qualification of "Quality Win China Award" from Rheinland TV for four consecutive years. Technical side: the stock closed a long shadow line today and fled the profit-taking disk. From the technical indicators, MACD formed a dead fork, and KDJ and RSI indicators showed a downward trend. There may be a correction in the stock price in the short term, so pay attention to prevent risks. After the stock price is sorted out, it is expected to continue to fluctuate upwards.
What are the energy storage concept stocks
The energy storage concept stocks mainly include BYD (002594), GCL (0020 15), Yangming Intelligent (60 16 15), Shanghai Electric (60 1727) and Shangneng Electric (300827).
1, BYD (002594):20 10 entered the field of photovoltaic energy storage, accounting for 5 1% of the US energy storage market, and it is a large battery energy storage supplier in the North American market.
2.GCL (0020 15): The company has built multi-scene energy storage applications and "Chang 'e" series energy storage power stations, and managed 26MWh user-side energy storage projects, among which Chang 'e 1 project is a large single lithium battery energy storage project on the domestic user side.
3. Yang Ming Intelligent (60 16 15): The PCS products independently developed by the company have been listed, the energy storage system has received a batch of external orders, and related businesses are being actively carried out.
4. Shanghai Electric (60 1727): In the field of energy storage, the company has laid out four major fields: lithium battery, flow battery, fuel battery and decommissioned battery system in stages and in different fields, and improved the three-electricity system. Leading the industry in the field of retired battery energy storage, and more than 10 demonstration projects have been built.
5. Shangneng Electric (300827): The company's energy storage converter related products have been widely used in photovoltaic+energy storage, wind power+energy storage and other fields.
6. Dongfang Risheng (300118): In August of 2018, it is planned to purchase the 5/0/%equity held by Bikang in cash, and the transaction price is13.99 million yuan, so the company cuts into the field of energy storage.
7. Dongfang Electric (600875): The company has energy storage products, and the energy storage demonstration system of Jiuquan Photovoltaic Power Station runs well.
8. Sinochem International (600500): August 26, 2020 Interactive Platform Reply: The storage and charging integrated station project jointly built by the company and BMW in Qingdao has been put into operation, which can use energy storage to charge social vehicles.
9. Zhongtian Technology (600522): The company's energy storage business is mainly distributed in large-scale energy storage systems, standby power supply for communication base stations, standby power supply exchange and other fields, and its customer groups include new energy operators, communication operators and State Grid.
10, Zhongheng Electric (002364): The company mainly provides cascade energy storage services for users, including centralized and distributed directions, and has launched container-type and distributed cabinet-type energy storage systems. Container energy storage systems have been applied in Jiangsu, Shanghai, Zhejiang, Shandong and other places, among which the first MWh industrial and commercial energy storage system project in China was put into use on 20 17; , the company has certain technical advantages in the field of cascade energy storage at the customer end.
Energy storage concept stocks
The National Development and Reform Commission 2 1 issued the Guiding Opinions on Accelerating the Development of New Energy Storage (Draft for Comment). It is planned that by 2025, the installed capacity of new energy storage will reach more than 30 million kilowatts, realizing the transformation from the initial stage of commercialization to large-scale development; By 2030, realize the comprehensive market-oriented development of new energy storage.
Earlier, Zhang Jianhua, director of the National Energy Administration, led a team to investigate and revealed that a national electrochemical energy storage policy would be studied. Guo Sheng Securities said that by the end of 2020, the cumulative installed capacity of energy storage in China was 35.6GW, and the installed capacity of other technologies except pumped storage was 3.8 1GW, of which the cumulative installed capacity of lithium battery energy storage was 2.9GW. This policy is expected to accelerate the development of new energy storage technologies, and the cumulative installed capacity is expected to increase by 10 times in five years.
A, energy storage materials:
German Nano, Putailai, Yuan Keli, Meijin Energy, Xinzhou State, Huayou Cobalt, Dang Sheng Science and Technology.
Second, the chemical energy storage:
Sanyang, Poly Letter, Yiwei Lithium Energy, Paineng Technology, Meg, Desai, Jiawei Xinneng, Baichuan, Du Nan Electric Power, Nai Tian Technology, Contemporary Anpu Technology Co., Ltd., Peng Hui Energy, Jianghai, Zhongtian Technology, Dinghan Technology, Guancheng Datong, Far East, Xiong Tao, China Electric Power, BYD, Xingyun, Jiuzhou Group, Ganfeng Lithium Industry, Camel.
Three, energy storage system (key):
Power sources: Ketai Power, Sanyang, siyuan electric, Hong Sheng, Guang Zhi Electric, Kesida, Eastman, Sunshine Power, Jieni Energy, Desai, Du Nan Power, Peng Hui Energy, Heshun Electric, Daye Intelligent, Zhongheng Electric, Teruide, Xinpeng, CLP Xingfa, Zhongtian Technology, Far East, Yuan Keli, Sifang and Dongfang.
Fourth, energy storage applications:
Guang Zhi Electric, Eastcom, Meg, Sunshine Power, Jenny Energy, Jiawei Xinneng, Du Nan Electric, Zhongheng Electric, Terry De, Dongfang Electric, BYD, maiden voyage Hi-Tech, Ke Hua Data, Chaoxun Communication, Xu Dong Blue Sky, Dongfang Risheng, Yongfu, Shangneng Electric, GCL Integration, Xinwangda.