On November 29, at the sodium-ion battery industry chain and standard development forum, Huang Qisen, deputy director of CATL Research Institute, said that in terms of Applications for passenger cars, sodium-ion batteries can generally meet the requirements. requirements for a range of less than 400 kilometers. In order to meet the needs of vehicle models, CATL implemented the first AB battery system integration technology to achieve a mixture of sodium and lithium, complement the advantages of each, improve the energy density of the battery system and expand the application of sodium-ion batteries to models with a range of 500 kilometers. This endurance model will target 65% of the market and its application prospects are very broad.
Organizations say sodium-ion batteries
will pave the way for mass production
Many institutions think So sodium-ion batteries will enter mass production next year. Huafu Securities said that the first year of sodium power generation is approaching. At present, many domestic and foreign enterprises have launched an industrialization scheme, with a planned medium and long-term production capacity exceeding 100 GWh. There are many attempted treatment pathways for positive and negative electrodes. Each company explores the balance point between “performance-cost”. safe mass production". Starting from the second half of 2022, pilot lines and 1 GWh level production lines of professional sodium-ion battery enterprises represented by Zhongke Hainan have been launched one after another. 2023, major lithium-ion battery companies represented by CATL will soon launch mass production plans of so-called batteriesdium-ion.
China Post Securities said that national standards for the sodium ion industry are about to be formulated, and 2023 is expected to be the first year of industrialization. It is recommended to pay attention to Huayang Co., Ltd. The company is related to Zhongke Hainan, which has obvious technical advantages. It also features negative electrodes, electrolytes, etc., and has the most complete industrial chain configuration of Chuanyi Technology; sodium batteries grow quickly and are very flexible.
The sodium battery sector has continued to strengthen recently. Tongxing Environmental Protection once increased the daily limit for 5 consecutive days, setting a new high for the new year for two consecutive days. There are plenty of bullish stocks in the concept sector. As of yesterday's close, two stocks, Tongxing Environmental Protectionn and Weike Technology, have surged more than 50% since November, and stocks such as Qicai Chemical, ST Kaiyuan and Wanshun New Materials have all risen more than 30%.
22 stocks expected to grow over the next two years
Net income expected to grow at a high rate
Some companies will experience strong growth over the next two years. This is expected to usher in a period of rapid growth in two years. For example, Chuanyi Technology, which has been rated by two institutions, unanimously predicts that the growth rate of net profit next year and 2024 will reach 87.53% and 46.59% respectively. Veken Technology, which has been rated by an agency, forecasts that the net profit growth rate next year and 2024 will reach 145.11% and 91.55%, respectively.
From the point of view of institutional attention, CATL has 34 institutions that evaluate it, et institutions unanimously predict that the growth rate of net profit next year and 2024 will reach 55.05% and 32.82%, respectively. In addition, stocks such as Three Gorges Energy, Dangsheng Technology and Tianci Materials have been rated by more than 20 institutions. Overall, individual stocks such as Veken Technology, Peneng Technology, Sunwoda and Huasheng Lithium Battery unanimously predicted that the average net profit growth rate in the next two years will exceed 30%.
Most high-growth stocks are favored by institutions. Among them, Xuetian Salt Industry, Three Gorges Energy, Shandong Zhanggu and other stocks are important holdings of QFII (qualified foreign institutional investors); Three Gorges Energy, Penghui Energy, Xuetian Salt and other stocks are important social security holdings; Wangda and Dangsheng Technology areweight insurance values.
Three Gorges Energy is a major holding company of the three major insurance institutions, social security institutions and QFII. In terms of fundamentals, Three Gorges Energy's core business is the development, investment and operation of wind and solar energy. Its main products include offshore wind power, onshore wind power and photovoltaic power generation. In the first three quarters of this year, Three Gorges Energy achieved net profit of 6.17 billion yuan, an increase of 36.53% year-on-year.
Beishang Capital also focused on these high-growth stocks. Among them, Beishang Capital owns more than 5% of the shares of Peneng Technology, Three Gorges Energy, Ningde Times, Xingyuan Materials and other stocks. Some actions have recently received support. Among them, Beishang Capital added more than one pointpercentage to stocks such as Paineng Technology and Xingyuan Materials since November. Among the stocks that added positions, the stock prices of Peneng Technology, Penghui Energy, etc. are at relatively historic highs.
At the end of 2008, the village had five connections: water, electricity, roads, television and telephone, and no public lighting. There are 520 households in the village with tap water and 599 households with drinking water. There are 1,119 households equipped with electricity, 962 with cable TV and 1,093 households equipped with a TV (accounting for 100%, 85.97% and 97.68% of the total number of households respectively), 840 households have a landline or cell phone; 840 households have mobile phones. The number of telephone operators is 700 (representing 75.07% and 62.56% of the total, respectively).
The road from the village to town is a gravel road; the road thati leads to the village is a dirt road; the main roads in the village are all unpaved roads; it is 1 km from the nearest train station and 1 km from the market. The village has a total of 17 cars, 16 tractors, 199 motorcycles and 26 agricultural transport vehicles. The effective irrigation area of cultivated land in the village is 3,028 acres, and the effective irrigation rate is 100%. Among them, there are 2,266 acres of highly stable agricultural land, and the per capita area of highly stable agricultural land is 0.53 acres.
At the end of 2008, the village had 34 households equipped with biogas digesters and 20 households equipped with solar panels. There are 9 natural villages in the village that have access to running water; 13 natural villages have access to electricity; 13 natural villages have access to television; 13 natural villages have access to telephone; villages have access to road lighting. Without a natural village, iIt is always difficult to have drinking water or the quality of the water is not up to standard. The housing of rural households in this village is mainly civil structure housing. Among them, 13 households live in brick-concrete structure housing, 18 households live in brick-wood structure housing and 1,088 households live in civil structure housing.