Conventional energy sources such as oil, coal and natural gas are energy sources with mature technology and have been used on a large scale. With the limitation of conventional energy and the aggravation of environmental problems, it is natural that new energy sources such as solar energy, wind energy, modern biomass energy, ocean energy, hydrogen energy and nuclear energy will gradually become new conventional energy sources.

At present, we have two new energy concepts on the market, one is photovoltaic and the other is new energy vehicle.

Photovoltaic uses solar energy to generate electricity, and new energy vehicles use batteries instead of fuel as power.

1. Let's talk about photovoltaic.

With the gradual improvement of the conversion efficiency of photovoltaic power generation, the cost of photovoltaic power generation has dropped rapidly, and clean and environmentally friendly light energy is most likely to become the mainstream energy form.

At the same time, our country has an absolute competitive advantage in the photovoltaic industry, whether it is raw materials or various core components, or even technical level.

Therefore, it is a long-term trend that photoelectric gradually replaces thermal power!

Light has prospects and motivation.

At present, the photovoltaic industry is still mainly driven by policies:

According to the data of the National Energy Administration, the installed photovoltaic capacity will exceed 59GW in 2020, which greatly exceeds market expectations.

Next, whether it is the long-term goal of carbon neutrality in China in 2060, the medium-term goal of exceeding 1 200 GW in 2030 defined at the Climate Ambition Summit, or the short-term goal of increasing renewable energy in China by 1 438+0 in 2026, it means that the photovoltaic industry is expected to usher in rapid growth.

Correspondingly, large orders in the photovoltaic industry are frequent, and related enterprises in the photovoltaic industry chain have expanded their production.

It has brought long-term upward momentum to the photovoltaic industry.

2. Talk about new energy vehicles.

Even if the country loses money, it will develop new energy vehicles!

Oil is the blood of industry. China's oil mainly depends on imports. Once the supply is cut off, it is an energy crisis. Removing crude oil from the automobile field is the most fundamental solution.

Since we want to develop, we must give the policy a green light!

At present, the market penetration rate of new energy is around 5%. If we want to achieve the goal of 20% in the next five years, the compound annual growth rate must reach more than 30%.

The key is to see what logic you bought it on.

If you say that you are optimistic about the development of new energy industry, ready to invest in new energy for a long time, and insist on investing in new energy or something, then I definitely don't recommend buying it now.

When it was low, I didn't like it and didn't buy it. Now it has gone up like this. Beautiful, typical leek practice.

Moreover, even if the new energy industry can really develop in the future, it does not mean that these listed companies will be able to live well, because it is possible that other companies will promote the development of the industry.

However, if you are a trend investor, I think you can buy it.

Because the new energy sector is still in an obvious upward channel, for trend investors, even if there is a bubble in new energy now, it does not mean that it will fall immediately, and the puncture of the bubble needs a catalyst.

So as long as its trend continues, it can continue to hold. If the trend falls, it is a good buying point. If the trend is broken, sell it resolutely. The controllable risks are limited and the potential benefits may be rich.