On Monday, October 25, 2021, the Dragon and Tiger list was analyzed.
New energy segmentation track - energy storage continues to erupt.
Today we reiterate (the fourth time after the National Day): cherish the oversold rebound of strong track stocks.
In this round of individual stock rebound market, the strongest rebound is the high boom track, such as the various segments of new energy (lithium battery, wind power, photovoltaic, BIPV, automobile, energy storage, etc.)!
Our three major case stock energy storage leaders: Longyi Igor 6 days 5 boards, Longer Shenghong shares continued to rise 13.23% today, supplementing the Longshenling environment 20cm anti-package limit;
Igor (Huawei digital energy leader), we as early as September 16 article "09.16 Dragon and Tiger List: Yesterday's case against the trend to seal the limit! Dig another breakthrough dragon" to do a case stock analysis (as shown in the figure below)
Shenghong shares (energy storage leader). Our Article on October 14 "10.14 Dragon and Tiger List: Energy Storage Explosion!" The first-line roaming capital party New Hero Shangshenghong Shares" made a case analysis. (Shown in the figure below)
Shenling Environment (new leader of energy storage), our October 19 article "10.19 Dragon and Tiger List: Institutions Add Warehouse East Ejiao!" What is the highlight of the new energy storage leader Shenling Environment? " did a case analysis. (Shown in the figure below)
There is also the lithium battery supplement dragon analyzed last Friday - Cangzhou Pearl, which is also sealed today.
Today's chart
1) Institutional list
2) Foreign investment list
3) Floating capital list
Dragon and Tiger List Focus Stock Analysis
1. 300712 of Yongfu shares
1) Logical point of view: the leader of private power survey and design, is the only private enterprise that can be shortlisted for UHV survey and design; in December 2020, 8% of the equity of the ningde times transfer company became the third largest shareholder, cutting into the electrochemical energy storage track; however, on August 13 this year, it was announced that the ningde times planned to reduce its holdings by no more than 3%;
2) Nature of funds: Today's institutional net purchases of 134 million yuan;
3) Technical points: stock price oversold + arc bottom;
4) Fundamental points: The company is a leading private survey and design enterprise, the only private enterprise that can be shortlisted for UHV survey and design, with diverse business types and rich project experience.
The company cooperates with energy storage giants such as Ningde Times to strongly cut into the new track of energy storage. In December 2020, CATL acquired 8% of the equity of the company to become the third largest shareholder, and in February 2021, CATL and the company established a joint venture with Times Yongfu to achieve in-depth cooperation and industrial layout in the field of new energy (especially in the field of photovoltaic + energy storage). In particular, the company will obtain the design and turnkey business of related energy storage business invested by CATL in various places, which will have a strong role in promoting future performance.
Resources:
Research Report: GF Securities - Yongfu Shares - 300712 - Promote the layout of the energy storage industry chain, consolidate the foundation of performance with large orders - 210923 (Chen Zikun, Ji Chengwei)
【Disclaimer】The above content is for your reference and learning only, not as a basis for buying and selling, and you do so at your own risk! Investment is risky, and you need to be cautious when entering the market. The views of this article are edited and compiled by Lu Minghao, Gu of Jiufang Intelligent Investment (registration number: A0740620120001)