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New Energy 2023-06-28T12:04 財經茄呢啡 該股為新能源汽車,汽車零部件,新能源車零部件概念熱股,當日新能源汽車概念上揚1.41%,汽車零部件概念上揚1.07%,新能源車零部件概念上揚1.06%。
New Energy 2023-06-21T12:15 財經茄呢啡 5家公司的前十大流通股股東,其中,多只均為新能源概念股,如雙環傳動具有新能源汽車零部件業務,中材科技涉及風電、鋰電池隔膜,衛星化學則具有光伏概念。近期,上述不少個股均迎來了反彈,如雙環傳動於6月9日~6月20日累計上升40%(見圖2)。
New Energy 2023-06-17T11:57 財經茄呢啡 該股為特斯拉,新能源車零部件,新能源汽車概念熱股,當日特斯拉概念上揚0.75%,新能源車零部件概念上揚0.52%,新能源汽車概念上揚0.44%。
New Energy 2023-06-17T11:57 財經茄呢啡 新能源賽道也表現強勁,光伏太陽能股、風電股均上漲。其中,福萊特玻璃漲14.08 %,信義光能漲6.62 %,新特能源跟漲。國泰君安直言,5月組件需求受上游跌價影響,低於估計,但光伏玻璃價位依舊堅挺。估計下半年在矽料價位築底和雙玻滲透率提高的共同有幫帶動下,光伏玻璃需求有望繼續向上,而供應相對有限,或在三四季度行業或迎來價位上漲,疊加成本回軟,光伏玻璃行業全年利潤有望逐季度向上。
New Energy 2023-06-12T12:15 財經茄呢啡 該股為汽車零部件,新能源車零部件,新能源汽車概念熱股,當日汽車零部件概念上升2.08%,新能源車零部件概念上升1.72%,新能源汽車概念上升1.25%。
New Energy 2023-06-12T12:12 財經茄呢啡 類似機構評論說:總的來看,光伏行業整體上是一個有利可圖的行業。但是因為市場變動的原因,光伏行業今年遇到了一些估值上的壓力,據統計,2023年以來,多只光伏龍頭公司股價出現大幅調整。光伏設備行業中,有19只股票年內跌幅超20%。與去年底相比,光伏設備公司合計A股市值消減4920億元。
New Energy 2023-06-10T12:06 財經茄呢啡 該股為汽車零部件,新能源車零部件,新能源汽車概念熱股,當日汽車零部件概念上升2.08%,新能源車零部件概念上升1.72%,新能源汽車概念上升1.25%。
New Energy 2023-06-03T11:54 財經茄呢啡 本次IPO,阿特斯擬公開發行不超過54,105.8824萬股人民幣普通股(A 股),募集資產不超過40億元,用於產能配套及擴充項目(包括:年產10GW拉棒項目、阜寧10GW硅片項目、年產4GW高效太陽能光伏電池項目、年產10GW高效光伏電池組件項目)、嘉興阿特斯光伏技術有限公司研究院建設項目以及補充流動資產。
New Energy 2023-05-31T12:05 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0.95%,汽車零部件概念上揚0.78%,新能源汽車概念上揚0.77%。
New Energy 2023-05-30T12:05 財經茄呢啡 國際能源署報告指,今年光伏能源投資將首度超越石油生產投資,消息為光伏板塊打下強心針,除了本欄周四提到的協鑫科技,光伏玻璃龍頭股福萊特玻璃亦要留神,於低位第3日反彈,短線若升穿26元關口並企穩,有勢組織新一輪升浪,下站可望向35元大關進發。
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