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New Energy 2023-09-23T11:53 財經茄呢啡 溯聯股權因新能源汽車業務持續增加且客戶開拓順利,被相信有望在新能源汽車尼龍管路市場得到更高的市場份額。公司華東工廠的建設也有利於開拓華東主機廠。投資評級為「推薦」。風險提示包括公司新能源汽車有關產品推廣差過預期,新能源汽車行業發展差過預期,汽車行業景氣度差過預期。
New Energy 2023-09-05T11:58 財經茄呢啡 該股為新能源汽車,新能源車零部件,汽車零部件概念熱股,當日新能源汽車概念上升1.52%,新能源車零部件概念上升1.21%,汽車零部件概念上升0.9%。
New Energy 2023-09-02T11:52 財經茄呢啡 該股為新能源車零部件,汽車零部件,新能源汽車概念熱股,當日新能源車零部件概念上升1.08%,汽車零部件概念上升0.9%,新能源汽車概念上升0.85%。
New Energy 2023-08-28T11:55 財經茄呢啡 該股為新能源車零部件,汽車零部件,新能源汽車概念熱股,當日新能源車零部件概念上揚0.58%,汽車零部件概念上揚0.42%,新能源汽車概念上揚0.22%。
New Energy 2023-08-26T11:53 財經茄呢啡 8月22日晚間,全球光伏組件龍頭企業交出在A股上市後的首份財報成績單。從披露的數據來看,今年上半年實現的營收增三成,淨盈利增加三倍。然而,8月23日,光伏板塊整體表現牛皮。有業績支持的股價也出現「見光死」情形。截至發稿前,報14.03元,跌幅為3.77%。
New Energy 2023-08-26T11:53 財經茄呢啡 2023年以來,光伏行業自上而下面臨著價錢不斷走低的巨大壓力,類似上市公司的股價更是一路走低。隆基綠能(SH601012,股價25.76元,市值1953億元)股價年內跌幅超過了35%,天合光能更是接近腰斬,光伏ETF年內跌幅超過24%。
New Energy 2023-08-25T11:49 財經茄呢啡 就宏觀視角來說,金風科技現在面臨的問題是風電產業整體的問題。隨著風電技術的成熟和滲透率的增長,風電行業本身正在從增加行業向周期行業過渡,整機制造能夠帶來的附加盈利被逐漸奪去,風電作為能源而言已經不「新」了。是把握成本端優勢,成為周期股中的龍頭,還是開辟新戰場,擴展新賽道,對於多數風電企業而言,或許已經是需要提上日程的事情了。
New Energy 2023-08-23T11:58 財經茄呢啡 該股為新能源車零部件,汽車零部件,新能源汽車概念熱股,當日新能源車零部件概念上升0.58%,汽車零部件概念上升0.42%,新能源汽車概念上升0.22%。
New Energy 2023-08-19T11:55 財經茄呢啡 光伏太陽能股、風電股、電力設備等也漲幅居前。其中,協鑫科技漲3.52%,信義光能漲2.45%,福耀玻璃漲2.04%。驅動因素上,新能源迎來重磅利好。國家發展改革委等六部門公布的《關於促進退役風電、光伏設備循環透過的指導意見》提出,到2025年,集中式風電場、光伏發電站退役設備處理責任機制基本建立,退役風電、光伏設備循環透過有關標准規范進一步完善,資源循環透過關鍵技術得到突破。
New Energy 2023-08-07T11:51 財經茄呢啡 銀河證券研報直言,經歷過2022年低潮,風電行業迎來裝機復蘇,持續睇好海風,我們預估2023年海風新增裝機超過10GW,同比翻番不止。建議把握兩條主線:一是海風布局早訂單多的平台型整機企業,建議關注明陽智能、金風科技、上海電氣、東方電氣、運達股權、三一重能等;二是受益於海風化的零部件廠商,推薦東方電纜、天順風能、大金重工,建議關注泰勝風能、中材科技等。
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