The underrated Tesla solar concept faucet
As long as they do their homework, individual investors can easily beat institutional investors -----------Peter Lynch Due to the continuous advancement of photovoltaic technology, the power generation methods and energy structure of people on earth have undergone disruptive changes for the first time.
This is a major event no less important than the Industrial Revolution, affecting all aspects of human life around the world.
This will inevitably be reflected in the capital market. The market for solar photovoltaics is not just a simple concept hype. In a profound sense, it is the advancement of human science and technology and the complete transformation of lifestyles, which has created a long-term investment wave in this industry. The market for solar photovoltaic sectors,
Perhaps in the long run, it is just the beginning, and there will be broader space in the next five years.
Photovoltaics in 2021 will be crazy!
Industry giants have been slow to receive orders, and many giants have intensively increased capital and expanded production. The upstream silicon industry and glass have skyrocketed!
As the impact of the epidemic has weakened around the world, vaccines have been successfully developed, especially free vaccination for all people in my country, the economy has recovered significantly, and new projects have accelerated. In 2021, new global photovoltaic installed capacity will reach more than 174GW, a year-on-year increase of 40%. Domestic new The installed capacity was 64GW, +56% year-on-year; overseas markets added 110GW, +33% year-on-year.
Affected by this, leading photovoltaic companies will be very busy in 2021!
The number of orders received is weak and production capacity is insufficient. Many giants have intensively announced capital increases and expansions: Flat, which signed a contract with JinkoSolar to sell photovoltaic rolled glass, is estimated to be 14.196 billion yuan. The company announced that it plans to invest 4.35 billion yuan to build 5 solar cells.
Photovoltaic module glass project with a melting capacity of 1,200 tons; JA Solar, mainly engaged in photovoltaic silicon wafers, plans to invest 5.8 billion yuan to build a 20GW crystal pulling and 20GW slicing project in the Baotou Equipment Manufacturing Industrial Park; GCL Energy, mainly engaged in photovoltaics
Battery, plans to sign a 10GW photovoltaic cell production base with the Leshan Municipal People's Government. The project is divided into two phases; The above-mentioned giants are expected to rise continuously and reach new highs. However, the stock price of Almaden, one of the real leaders, has been severely
It is underestimated. Since the adjustment in July, it has lagged behind the overall growth of the photovoltaic sector by a large margin.
As China's photovoltaic leader and the best double-glass module material supplier, Almaden is seriously underestimated and may become a dark horse in 2021!
Business scope: manufacturing and sales of coated conductive glass for solar energy, normal pressure and vacuum coated glass products, energy-saving and microelectronic glass and new solar material products, solar cell components and system integration products; design, installation and related aspects of solar power station projects
Technical development and technical consulting of materials and equipment; currently mainly engaged in business including solar photovoltaic anti-reflection glass, ultra-thin double-glass modules, photovoltaic power stations and other businesses.
Through 12 years of technology accumulation and precipitation, it has strong product competitiveness and technological innovation capabilities in the industry.
The company has been rated as a national high-tech enterprise, a key high-tech enterprise in the National Torch Plan, and an innovative enterprise in Jiangsu Province. Relying on the company's technology center, it has established a scientific and technological innovation team in Jiangsu Province, a key laboratory for photoelectric glass in Jiangsu Province, and a high-tech enterprise in Jiangsu Province.
Transmittance Photovoltaic Glass Engineering Technology Research Center, Jiangsu Province Functional Materials Engineering Center for Solar Modules, Jiangsu Province Enterprise Technology Center, Jiangsu Province Postdoctoral Innovation Base and other provincial key R&D institutions.
In 2018, the company was also successfully selected into the Jiangsu Province Innovative Leading Enterprise Cultivation Program.
As of the reporting period, the company has participated in the drafting of 13 national standards and 14 industry standards in the photovoltaic field, of which 8 national standards and 5 industry standards have been issued and implemented; it has 85 valid patents, including 27 invention patents, which are practical
54 new patents and 4 design patents.
The company has won the China Photovoltaic Listed Company Outstanding Performance Award, the United Nations Development Program Sustainable Development Project, the China Photovoltaic Leader Innovation Forum Outstanding Contribution Award, the Best Double Glass Module Material Vendor Award, the Annual Outstanding Photovoltaic Materials Enterprise, and the 2018 China Top Ten for many consecutive years.
Distributed photovoltaic module brand, AEO certified enterprise certificate, Changzhou Mayor Quality Award, Star Enterprise and other honorary titles.
Almaden brand has become an international first-line brand.
A leading enterprise that truly masters core technology.
Almaden: Become one of the most important suppliers of Tesla's global solar roof. The technology is fully recognized by Tesla. Tesla will launch its global solar roof strategy in 2021. Almaden will make deep profits, and orders are in short supply.
After actively expanding production, performance in 2021-2022 is expected to increase by 2-3 times.