
No Stock Yet
China Post Securities: Perovskite Battery Commercialization Process Accelerates Focus on Equipment Investment Opportunities
The Zhitong Finance App learned that China Post Securities released a research report saying that the commercialization process of perovskite batteries is accelerating, and attention is being paid to equipment investment opportunities. It is recommended to pay attention to coating equipment vendors with high equipment value Jingshan Light Machinery (000821.SZ) and Jiejia Vitron (300724.SZ); based on the original evaporation technology, Oleder (688378.SZ), which plans to enter the perovskite circuit; Olympic Electronics (300585.SZ), which proposed a “material+equipment+component” trinity plan; laser equipment vendor Dazla Laser (002008.SZ), JPT (688025.SH), Dilxim
In the early stages of perovskite battery industrialization, demand for equipment materials was released
The dawn is dawning
Sector changes | Potential PV demand is expected to drive up the opening of PV concept stocks
The Zhitong Finance App learned that on February 7, due to news that potential demand for photovoltaics is expected to increase, A-share photovoltaic concept stocks opened up. As of press release, Tuori New Energy (002218.SZ) and Jicheng Electronics (002339.SZ) have risen and stopped, while Delong Laser (688170.SH), Olympic Union Electronics (300585.SZ), Jingshan Light Machinery (000821.SZ), Zhonglai (300393.SZ), Tianzhun Technology (688003.SH) and other stocks have risen. According to statistics, among A-share listed companies, nearly 90 photovoltaic-related companies have announced 2022
Dongwu Securities: Perovskite is expected to become the next generation of photovoltaic cell technology
Concept tracking | Steady-state efficiency breaks another record! Perovskite batteries ushered in commercial development. In the first year, these individual stocks received the attention of institutions (with concept stocks)
The Zhitong Finance App learned that recently, after being tested and certified by a third party by the China Institute of Metrology, the steady-state output efficiency of the small-area perovskite/crystalline silicon double-ended laminated battery independently developed by Beijing Yaoneng Technology Co., Ltd. reached 32.44%, once again setting a new domestic conversion efficiency record after a lapse of three months. In terms of the secondary market, the perovskite battery sector continued to rise in early trading today. The sector index once rose more than 2%. As of press release, Longhua Technology (300263.SZ), Wanrun Co., Ltd. (002643.SZ), and Olympic Union Electronics (300585.SZ) rose more than 5%. According to information, there are many photovoltaic cell technology routes. Currently, the mainstream ones
Jingshan Light Machinery (000821): Perovskite equipment pioneer N-type batteries, perovskite equipment can be expected to be released
[Matters] Jingshan Light Machinery released its performance forecast for 2022. It is expected to achieve net profit of 28-320 million yuan in 2022, an increase of 92%-119.43% over the previous year; deducting non-net profit of 265-305 million yuan, an increase of 98.31%-128.24% over the previous year. [Comment] Leading automated production line equipment for components has benefited from the accelerated expansion of production in the industry. The company's component equipment products include component assembly lines, laminators, laser slicers, etc., which can provide customers with “turnkey” overall solutions, covering Longji, Tianhe, Jingke, Jingao and A
The conversion efficiency of perovskite laminated batteries reached a new high! The industrialization process is expected to accelerate
Today, January 2023, the market came to an end. The market rose 5.39% for the whole month, the strongest start since 2010. On the market, circuit stocks such as photovoltaics rebounded, perovskite batteries led the way. Olympic Union Electronics (300585.SZ) rose more than 15%, and Jingshan Light Machinery (000821.SZ) rose and stopped. The Zhitong Finance App learned that recently, after being tested and certified by a third party by the China Institute of Metrology, the steady-state output efficiency of the small-area perovskite/crystalline silicon double-ended laminated battery independently developed by Beijing Yaoneng Technology Co., Ltd. reached 32.44%, once again setting a new domestic conversion efficiency record after a lapse of three months. After comparison, JinkoEnergy1
The perovskite battery sector continues to rise
Jingshan Light Machinery (000821): The performance forecast is in line with expectations and the perovskite layout is worth looking forward to
Incident: The company released its 2022 performance forecast. Net profit attributable to shareholders of listed companies was 28-320 million yuan (yoy +92%-119.43%) in 2022, net profit of 265-305 million yuan after deducting non-recurring profit and loss (YOY +98.31%-128.24%). The comments on this are as follows: The PV business is growing strongly, and the multi-technology route lays out battery-related equipment. The main body of the company's photovoltaic business is the wholly-owned subsidiary Shengcheng Photovoltaic. The company has developed technology routes such as TopCon and HJT
Sector changes | Perovskite laminated solar cells set another record, changes in the perovskite cell sector are rising
The Zhitong Finance App learned that on January 30, due to another record news of perovskite laminated solar cells, the A-share perovskite battery sector fluctuated and rose. As of press release, Jingshan Light Machinery (000821.SZ) once rose and stopped. Dier Laser (300776.SZ), Elken Technology (002610.SZ), Baoxin Technology (002514.SZ), Tuori Xinneng (002218.SZ), and Jinjing Technology (600586.SH) rose. Recently, a small-area perovskite independently developed by Beijing Yaoneng Technology Co., Ltd. was independently tested and certified by the China Institute of Metrology/
Loading...
No Stock Yet