2023 Photovoltaic Power Generation Concept Stocks Leaders List
The basic principle of photovoltaic power generation is to utilize large-scale arrays of parabolic or disc-shaped mirrors to collect solar thermal energy, and steam is provided through a heat exchanger device that combines the process of a traditional turbine generator, so as to achieve power generation.The sources of energy of photovoltaic and photovoltaic are all solar energy, but photovoltaic heat can effectively make up for the disadvantage that photovoltaic is not able to generate electricity at night. Photovoltaic power generation concept leading stocks.
Photovoltaic power generation concept stock leading list:
1, Changbao shares 002478: after-hours update, closed at: 5.67 yuan, turnover: 66,343,200 yuan, the main capital net inflow:? -1303 million yuan. Concept analysis: the company's optical heat exchanger heat pipe successfully obtained the Dubai project to receive the order, the company HRSG tube, U-type high plus tube, serpentine tube, optical heat pipe and other market share among the top.
2, Xizi clean energy 002534: product name: combustion engine waste heat boiler, dry quenching coke waste heat boiler, sinter waste heat boiler, cement kiln waste heat boiler and other waste heat boilers, hot water boilers, power station boilers (circulating fluidized bed boilers, pulverized coal furnaces, blast furnace gas, etc.), auxiliary equipment for the power station (high-pressure heater, low-pressure heater, deaerator, condenser), garbage incineration boiler, biomass boiler , natural gas boilers (L-type and D-type), wastewater waste (including sludge) boilers, molten salt heat absorbers, molten salt heat exchangers, molten salt storage tanks, low-NOx combustion, SCRSNCR equipment, etc., nuclear power equipment (nuclear conventional island auxiliary equipment, civil nuclear secondary and tertiary equipment), EP/EPC/PC projects, thermal oil heat exchangers, petrochemical and chemical heat exchangers, seawater desalination units, gasification furnaces (containers, heat exchanger) ).
3, Shouhang Hi-Tech 002665: after-hours update, closed at: 4.32 yuan, turnover: 159,519,000 yuan, year-to-date gain: 20.67%. Concept analysis: Since its inception, the company has been committed to the main business of scientific and technological innovation, completed the domestic "50MW tower photovoltaic solar thermal power generation solar mirror hydraulic drive system" demonstration project research and development, the first domestic set of "300Mvar ultra-high voltage regulator oil system The first set of "300Mvar ultra-high-pressure regulator oil system", the first "wind turbine lubrication hydraulic system device" new product localization research and development, the first exported to India 5400KW large-scale vertical mill hydraulic lubrication system research and development, the first 7000KW center drive lubrication system research and development, the first 5000 tons per day production line of 5000 tons and 10000 tons of cement production line lubrication system development, domestic Development of lubrication system for the first cement production line with daily output of 5,000 tons and 10,000 tons, development of lubrication system for the first large-scale tube mill in China to replace the imported one, development of TRT lubrication system for the first blast furnace waste heat power generation turbine in China, manufacturing of boiler parts for the first 1,000,000 KW power plant unit in China, production of the large-scale heat exchanger in the production line of the first domestically produced 450,000 tons of synthetic ammonia/800,000 tons of urea large-scale complete unit in China. -Ammonia condenser and methanization furnace import and export heat exchanger development, the first pure burned alcohol waste boiler development, the development of winding heat exchanger, etc.
4, Zhenjiang 603507: April 10 after-hours update, closed at: 38.6 yuan, up: 6.28%, fell hand rate: 5.55%, P/E ratio (moving): 68.81 , turnover: 298,413,300 yuan, year-to-date gain: 29.49%, the recent indicator tips ----. Main business: wind power equipment, photovoltaic equipment parts and fasteners design, processing and sales, offshore wind power installation and operation and maintenance services.
What are the leading stocks in the concept of photovoltaic power generation?
Photothermal power generation leading stocks are: Wujin stainless steel 603878, Ancai Gaoke 600207, Jintongling 300091, SINOMACH 600444, Lanzhou Stone 603169, Changbao 002478, Changbao 002478, Xizi Jie Neng 002534, Shouhang Gaoke 002665, Zhenjiang shares 603507, etc., the above is the concept of photothermal power generation stocks list list, want to know more about the concept of stock information please pay attention to the positive financial network.
Photovoltaic Power Generation Concept Stocks Leading
New energy plus energy storage constitutes a relatively complete power supply system, energy storage is still the most benefited from the photovoltaic wind power industry chain price reduction link. According to the Energy Bureau recently released "new power system development blue paper" from the current to 2030 accelerated transition period, the energy storage side of the main solution is still the problem of day-to-day regulation, "new energy + storage" of the development of system-friendly new energy field station, will be the formation of its long-term development of support for the configuration of the space and profitability of the storage is expected to Gradually enhance.
It is expected that in 2023, the energy storage industry policies and implementation rules will accelerate the landing, subsidies, demonstration, energy storage aggregation applications, power reform, energy storage safety policies will be frequently introduced, energy storage new technology applications will be better validated, the industry continues to maintain a virtuous cycle of development, energy storage configuration space and profitability is expected to gradually enhance.
Market confidence in the development of the industry also comes from the continued decline in the cost of energy storage. It is understood that, at present, the energy storage market has formed a lithium iron phosphate battery storage as the main route, sodium battery rapid optimization of the formation of part of the replacement, a variety of battery routes to supplement the development pattern. With the increase in demand for household storage and large storage, the progress of battery technology will promote the growth of the energy storage industry.
"It is expected that in the next 5 years, the cost of energy storage will also be reduced by 30%. In the next 10 years, the cost of energy storage will be reduced by another 70 to 80 percent." Liu Yanlong, secretary general of the China Chemical and Physical Power Supply Industry Association, said at the 12th China International Energy Storage Conference. Statistics show that the cost of lithium-ion battery packs has dropped by more than 80 percent in the past 10 years.
In addition, based on the demand for mandatory distribution of storage, energy storage installation is closely related to the rhythm of wind power PV installation. It is expected that the accelerated pace of wind PV construction in 2023 will also bring more demand to the energy storage market.
So what are the conceptual stocks of energy storage in our a-share, and what are the leading stocks of energy storage.
The following "energy storage concept stock" list is based on the company's market capitalization order:
1, BYD (002594): 10 years into the field of photovoltaic energy storage, currently in the U.S. energy storage market share has reached 51%, is the North American market, the largest battery energy storage supplier.
2, GCL Energy (002015): the company to build multi-scenario energy storage applications, to create "Chang'e" series of energy storage power plant, has managed 26MWh user-side energy storage projects, including Chang'e 1 project for the domestic user-side of the largest single lithium battery energy storage project.
3, Ming Yang Intelligence (601615): the company's current self-developed PCS products have been launched, the energy storage system has also been a batch of external orders, the relevant business is being actively developed.
4, Shanghai Electric (601727): in the field of energy storage, the company's phased, sub-field layout of lithium batteries, liquid current batteries, fuel cells and decommissioned battery systems in four areas, to improve the three power system. In the field of decommissioned battery energy storage is located in the forefront of the industry, has built more than 10 demonstration projects.
5, on can electric (300827): the company's energy storage converter related products have been large-scale application in photovoltaic + energy storage, wind power + energy storage and other fields.
6, the Orient Sunrise (300118): 18 years in August, to cash purchase Bikang shares held 51% stake in JiuJiu, the transaction price of 1.399 billion yuan, the company will use this to cut into the field of energy storage.
7, Dongfang Electric (600875): the company has energy storage products, Jiuquan photovoltaic power station energy storage demonstration system is running well.
8, Sinochem International (600500): 20 August 26 interactive platform response: the company and BMW Motorrad in Qingdao cooperation in the construction of the storage and charging station project has been put into operation, can be used to store energy power charging services for social vehicles.
9, in the days of science and technology (600522): the company's energy storage business is mainly layout of large-scale energy storage systems, communications base station backup power supply, power switching and other areas, the current customer base of new energy operators, communications operators, the State Grid and so on.
10, in the constant electric (002364): the company is mainly for the user side of the ladder energy storage business, including centralized and distributed two major directions, the introduction of containerized and distributed cabinet type energy storage system. At present, the containerized energy storage system has been applied in Jiangsu, Shanghai, Zhejiang, Shandong and other places, including the first set of MWh-level gradient utilization of industrial and commercial energy storage system project put into use in 17 years; at present, in the field of user-side gradient energy storage the company has a certain technical advantage.
11, CLP Xingfa (002298): participation in the subsidiary of the United States energy storage company's main business is home energy storage system.
12, Jiuzhou Group (300040): the company's super lead-acid energy storage technology can realize the peak electricity consumption.
13, yiwei lithium (300014): production of lithium-ion battery products are widely used in consumer electronics, power and energy storage; 17 years, the subsidiary yiwei sai ence was recognized as the guangdong province energy storage power battery system engineering technology research center; with the first half of 18 years of the square ternary battery plant is completed, the company's power battery production capacity scale will reach 9GWh, will become the industry The company's power battery production capacity will reach 9GWh with the completion of the square ternary battery factory in the first half of 2008, and will become one of the few suppliers with comprehensive product solutions.
14, Pauli new (300116): the company's products to low-speed two-wheeled vehicles and energy storage.
15, Guancheng Datong (600067): Guancheng Ruimin has developed for energy storage field of long-life ternary soft pack batteries, for energy storage system customers to provide high-quality supporting power supply, the product can be widely used in industrial enterprises, commercial buildings, energy storage charging stations and other places.
16, power source (600405): the company's emergency power supply and energy storage products can be widely used in rail transportation, petrochemical and civic buildings, modular PCS from the household energy storage, industrial and commercial peak shaving and filling the valley and the grid side of the peak frequency regulation, can be applied to a few kilowatts to several megawatts of the various application scenarios.
17, gorgeous family (600503): December 7, 17 announced that on December 6, 17, gorgeous family subordinate company ningbo ink science and technology limited company (hereinafter referred to as "ningbo ink", ningbo ink for the gorgeous family wholly owned subsidiary of the Beijing ink holding group Co. (hereinafter referred to as "Ningbo Mexi", Ningbo Mexi is the controlling grandson of Beijing Graphene Holding Group Co. The main content of the contract is that the implementation goal: to build a production line with an annual output of 300 tons of electronic-grade graphene microchips in 18 years, and achieve stable operation. Breakthroughs in low-cost scale production technology of high-quality graphene microchips, graphene microchips in the number of layers, conductivity ash and impurities and other key indicators to meet the application of lithium-ion batteries and supercapacitors, process wastewater to achieve near-zero discharge; development of a series of products for application in the energy storage of special graphene conductive paste products, in 19 years, to achieve the graphene conductive paste products 10,000 tons of large-scale use. Derived from the application of products in the aerospace industry, semiconductor industry, photovoltaic industry, lithium-ion batteries, a new generation of displays, supercapacitors, chemical and composite and other fields of application.
18, Huazhong Technology (300490): the company's intelligent control, big data analysis and decision-making system core technology and cloud service platform, based on the energy management system (EMS), energy storage converter (PCS) and other energy storage system key technologies, to provide users with standardized energy storage products and solutions.
19, West China Energy (002630): September 13, 18, West China Energy, Shenzhen Wanzhao Energy and Australia Lyon Infrastructure Investment Limited signed on P19 (or P19 subsequent replacement products) series of photovoltaic energy storage products supply of the "Australia 630MW photovoltaic energy storage project purchasing framework agreement", the project for the world's largest photovoltaic energy storage project. This project is the largest PV energy storage project in the world, and the total amount of the agreement is about RMB 1.712 billion.
20, Nandu power supply (300068): domestic energy storage and lead resources regeneration and other areas of the leader; energy storage power supply products and systems at home and abroad in new energy storage demonstration projects in large-scale applications; energy storage power station cumulative under construction and put into operation in more than 700MWh.
21, jidian shares (000875): March 20, 2023 announcement disclosure The company intends to set up a joint venture company - Jidian Energy Valley Intelligent Energy Co., Ltd. with Taihu Energy Valley and Xinye Huacheng, which will be responsible for the investment and construction of energy storage system projects on the power generation side, the grid side, and the user side, etc.
22, Sifang shares (601126): the company vigorously develop the energy storage business, based on existing products and technology advantages, enhance the energy storage product solutions and integration capabilities, and continue to expand the sales of power quality products SVG, in the new energy core equipment to achieve breakthroughs in the field.
23, Guoxuan Gaoke (002074): one of the leading lithium-ion battery companies; in the field of energy storage applications early layout, in recent years, continue to develop the national _ foreign energy storage market, shareholding (43%) Shanghai Electric Guoxuan New Energy Science and Technology Company Limited main business for the anode based on lithium titanate materials for energy storage batteries and their materials, battery management systems, system integration, power integrated management system.