Since the beginning of this year, there are several plate performance is particularly outstanding, such as semiconductor, new energy, photovoltaic, these plates since the bottom of the March rise to the peak can reach 80%, a lot of people worry about the short-term increase is too large, whether there will be a similar to the liquor medical adjustment, a lot of friends in my post below the message let me talk about photovoltaic, So today we will talk about the camping solar panels, say their views.
Let me start with my personal experience. Just last week, I was relaxing in my shop, and someone came in and asked me about my house, how big is it? I thought she was a roofer, but it turned out that she was an installer of photovoltaic power generation. At that time, she offered two solutions: one was to rent my roof and pay me 45 yuan a year to install a solar panel; the other was to let me borrow money to install it by myself, and then sell the photovoltaic power generation directly to the State grid. And this loan does not need to be repaid, it can be deducted from the electricity bill every month, we can see that this photovoltaic has entered the ordinary countryside, our next village has several houses have installed, I heard that it is good......
From the conversation with her, I also know that this way will be popularized in rural areas in the future. I just want to show that the installation of photovoltaic power generation is still in its initial stage, and there is still a long way to go. Of course, the development of some open areas in the west with sufficient sunlight may be better, but the construction of transmission lines needs to follow.
At present, China has established a whole industrial chain from photovoltaic upstream silicon materials and equipment, midstream battery modules to downstream power generation systems, with an annual output value of more than 500 billion yuan, accounting for more than 70% of the global total. With its supply chain advantages and huge economies of scale, China's share in the global PV supply chain continues to increase, achieving three world No.1 in PV manufacturing, PV installed and PV power generation. However, with the rapid expansion of the scale of photovoltaic, the supply of upstream raw materials is tight, polysilicon dense material from the beginning of the year 80,000 yuan rose all the way to 210,000 yuan per ton, a few days ago Tongwei shares reported earnings, net profit doubled year-on-year, after a few days Tongwei shares share price is also continued to rise, K line received 7 consecutive Yang form......
Well, generally speaking, I think the photovoltaic industry will maintain rapid growth in recent years. For our investors, it is not too late to layout the photovoltaic industry. A few days ago, a netizen left a message asking me to analyze the Tianhong China Securities photovoltaic industry Index A. Here, just say a few words. The code of this fund is 011102. I specially checked some information and found that it is both inside and outside the market products and an index fund with both ETF and over-the-counter shares. It was launched at the end of January this year and is the first photovoltaic fund outside the market and the largest photovoltaic fund outside the market at present. At present, the income has reached 52%, ranking first in the similar fund, the performance is still good.
At present, its major holdings include Sunshine Power, Longji shares, Zhonghuan shares, Lead Intelligence, Tebian Electrician, Foster and so on. In terms of the valuation of the two leading Longji shares and Tongwei shares, they are 56 times and 76 times, which is not high. It is relatively low in the growth stocks, so it still has the potential of valuation growth. At present, individuals have added this fund to their own selection, and built a bottom position, if the right time to add.
Due to its clean, pollution-free and renewable characteristics, photovoltaic industry has obvious advantages over traditional energy sources and is the general trend of future development. It conforms to the general trend of "carbon neutrality" and has been strongly supported by national policies. The macro environment of "hard technology and grand strategy" continues to be positive. Just a few days ago, the Ministry of Finance released a report on the implementation of China's fiscal policies in the first half of 2021, which mentioned that it will optimize the subsidy policies for renewable energy power generation and allocate 89 billion yuan of additional subsidy funds for the price of renewable energy to support photovoltaic, wind power and other renewable energy power generation. Personal or long-term bullish photovoltaic plate.
