Author | Jia Weizhong
Source | Car selection network
At the end of the year, although experts predict that "the automotive market is expected to continue to recover in 2022". However, the capital market does not seem to buy this. The direct performance is: the opening of the market on Monday, December 27, in 31 industries, the auto sector is at the bottom, which is a scene that has never appeared in the past two months.
Even if the auto sector ranks first from the bottom, there was the only auto stock with a stock price increase of more than 10% on the same day - Quanchai Power.
Looking back at the overall situation of A shares on December 27 and December 28. The Shanghai Composite Index hovered at 3600 points, the Shenzhen Component Index hovered at 14800 points, and the number of ChiNext boards fluctuated around 3300 points. The net outflow of main funds in Shanghai and Shenzhen on the two days was 30.93 billion yuan and 21.29 billion yuan respectively.
The recent net outflow trend of main funds has not changed, so the momentum of the market is insufficient, and the automotive industry is at the bottom. In this case, why does The All Diesel Power rise and fall?
The analysis from Everbright Securities said: "The hydrogen energy policy has entered an intensive introduction period, and the policy has catalyzed capital investment and boosted the industry into the fast lane. Companies in all links of the domestic hydrogen energy industry chain are accelerating their layout, and it is recommended to pay attention to the main equipment targets of each link. In the list of recommended investments given by the agency, there are the names of Weichai Power (02338) and Quanchai Power. Under the trend of shrinking funds outflow in the market, quanchai power has risen and stopped against the trend, and it should be standing on the outlet of hydrogen energy.
What kind of company is Quanchai Power? It is understood that Anhui Quanchai Power Co., Ltd. is a domestic professional engine research and development and manufacturing enterprises, listed on the Shanghai Stock Exchange in 1998, with Tianhe Machinery, Oubo Pipe Industry, AllBright Machinery, Zhongneng Yuanjun and many other wholly-owned or holding subsidiaries. It has an annual output of 600,000 multi-cylinder diesel engines and 50,000 tons of plastic pipe capacity.
The company's first-half financial report shows: "The internal combustion engine business revenue is 2.593 billion yuan, accounting for 96.11%, the profit is 321 million yuan, accounting for 96.92%, and the gross profit margin is 12.38%." "Judging from the above information, this is a typical traditional parts and components company.
According to the "Daily Economic News" report: "Some investors asked Quanchai Power on the investor interactive platform, the company's latest fundraising of 100 million yuan for hydrogen fuel cell intelligent manufacturing projects, can it meet the use of its own battery system, is there any plan to sell to other fuel cell manufacturers?" Quanchai Power replied: "At present, the project is in the construction stage and has not yet been mass-produced. ”
Some insiders told the "Car Selection Network": "Because Quanchai Power is a listed company, so to do information disclosure, when the disclosure of hydrogen energy business, the first wave immediately ushered in three up and down boards, the person in charge of the enterprise in surprise at the same time realized that the magic of hydrogen energy is so big!" ”
The above-mentioned person analyzed: "On November 7, the CPC Central Committee and the State Council issued the "Opinions on Deepening the Battle against Pollution", which clearly put forward the promotion and application of hydrogen energy storage, transportation and fuel cells, and the local government issued a series of administrative outlines after receiving this information, and the capital market also heard the wind. The fuel cell industry is experiencing the early dawn, and capital is also looking for opportunities, perhaps they are not aware of the technical strength of the company, but they know that stocks involving hydrogen energy will definitely rise. This basically explains the reason why the stock price of Quanchai Power rose against the trend on Monday.
However, on December 28, Quanchai Power opened down, closing at 14.56 yuan, and the stock price fell 7.2% on the day. Overall, hydrogen energy is indeed an investment outlet, but development requires a long-term process, so investors must pay attention to avoid risks.
The above is a family statement, welcome to criticize more.
(Image source: Internet)