November 1 Jiaze new energy up and down analysis: Ningxia, photovoltaic, wind power concept hot stocks

Kaze New Energy can close with a limit of 6.0 yuan. The stock rose and fell at 10:01, opened the limit once, and the closing order was 52.4481 million yuan, accounting for 0.37% of its circulating market value.

In terms of capital flow data, the net inflow of main funds on the day was 142 million yuan, the net inflow of floating funds was 119 million yuan, and the net outflow of retail funds was 84.9079 million yuan. A list of capital flows in the past 5 days can be found in the following table:

The stock is Ningxia, photovoltaic, wind power concept hot stock, the day Ningxia concept rose 2.68%, photovoltaic concept rose 2.33%, wind power concept rose 2.02%.

The investment logic of the stock is as follows:

1. Private enterprise, actual controller Chen Bo, mainly engaged in new energy power, including the development and operation of centralized wind power and photovoltaic power generation

2. The leading private wind power generation enterprise in Ningxia is mainly engaged in the development and operation of centralized wind and photovoltaic power generation, and wind power projects are mainly concentrated in Ningxia, Xinjiang, Henan and other places; the grid-connected capacity of wind power generation in 20 years is 1361.5MW, and the wind power generation projects under construction and to be built are 242.5MW; in 20 years, the power generation industry (wind power accounts for more than 90%).

3, the company is mainly engaged in the development and operation of centralized wind and photovoltaic power generation, as of the end of 20 years, the total installed capacity of photovoltaic power plants is 50,000 kilowatts, the total installed capacity approved in hand is 100,000 kilowatts, and the photovoltaic power generation projects that have been put into operation are located in Ningxia, which belongs to the Class I resource area

From the perspective of financial situation, Jiaze New Energy's 2021 third quarter report shows that the company's main revenue was 1.087 billion yuan, up 35.8% year-on-year; net profit attributable to the mother was 408 million yuan, up 111.42% year-on-year; deducting non-net profit was 408 million yuan, up 110.33% year-on-year; among them, in the third quarter of 2021, the company's single-quarter main revenue was 375 million yuan, up 37.03% year-on-year; single-quarter net profit attributable to the mother was 155 million yuan, up 107.37% year-on-year. In the single quarter, the non-net profit was 155 million yuan, up 112.71% year-on-year; the debt ratio was 64.36%, the investment income was 96.7151 million yuan, the financial expense was 250 million yuan, and the gross profit margin was 61.13%.

The Securities Star Valuation Analysis Tool shows that Kaze Xinneng (601619) has a good company rating of 2.5 stars, a good price rating of 2 stars, and a comprehensive valuation rating of 2.5 stars. The unit has not had an institutional rating in the last 90 days.

This article is compiled by the Securities Star Data Center based on publicly available data and does not constitute investment opinions or suggestions, if there are any problems in the text, please contact us.