Top 50 New Energy Leaders: CATL (stock code 300750), BYD (002594), Longi Technology Co., Ltd. (601012), Tongwei Technology Co., Ltd. (600438), Yiwei Lithium Energy (300014), (002812), Ganfeng Lithium Industry (002460), Zhonghuan Holdings (002129), Chint Electric (601877), Flat (601865), Foster (603806), JA Solar Technology (002459) , Putilai (603659). ), Pioneer Intelligent (601877) 300450), Goldwind Technology (002202), Sunwoda (300207), Sungrow (300274), Huayou Cobalt (603799), Jingsheng electromechanical (300316), Sinoma Technology (002080), Jiejia Wistron (300724), Trina Solar (688599), Tianci Materials (002709), Funeng Technology (688567), Guoxuan Hi-Tech (002074), Aixu Technology (600732), Mingyang Intelligent (601615), Xinzhoubang (300037), Hangke Technology (688006), (603218), Dangsheng Technology (300073), Hengdian East Magnetics (002056), Shanghai Machinery CNC (603185), Maiwei Co., Ltd. (300751), Hanrui Cobalt Industry (300618), Yinghe Technology (300457), Fara Electronics (600563), Shanshan Co., Ltd. (600884), Rongbai Technology (688005), Jinlang Technology (300763), Risheng Oriental (300118), Kedali (002850), Tianshun Wind Energy (002531). ), GoodWe (688390), Yahua Group (002497), Xingyuan Materials (300568), Jolywood (300393), Penghui Energy (300438), Defang Nano (300769), China Ke Electric (300035) In September, the new sector index linked to the energy industry performed well. Among them, the roof photovoltaic index increased by more than 21%, the electric battery index increased by nearly 16%, the wind energy index increased by nearly 14%, and the new index energy, photovoltaic index, charging pile index and other related concepts. the indices all rose by more than 10%.
Related sectors of new energy industry, led by new energy automobile industry chain, photovoltaic industry chainAic and wind energy, have recently benefited from more favorable policies and their share prices have performed relatively well. Unlike the pure hype of the concepts before, these three concepts have entered the performance realization period, and there is still considerable room for growth in the future.
In terms of policies, tangible benefits are also put forward. On October 9, the executive meeting of the State Council adopted the "New Energy Vehicle Industry Development Plan" aimed at cultivating and expanding new growth points for green development. On October 14, the 2020 Beijing International Wind Energy Conference issued the "Beijing Declaration on Wind Energy", advocating that the average annual installed wind power capacity during the "14th Five-Year Plan" period » will be greater than 50 GW.
According to Securities dataTimes·Databao, the new energyBased on the three major new energy industries, including the automobile industry chain, photovoltaic industry chain and wind power, the top 50 new energy stocks were selected. Since the new energy sector is characterized by high technology and high investment, the selected stocks must meet the condition that R&D investment accounts for more than 1% (the median R&D investment in the whole market is at the same time greater than 0.6%); , factors such as industry status, market value and proportion of new energy production value of listed companies have also been comprehensively eliminated. Stocks with an asset-liability ratio of more than 80% were eliminated, and then an in-depth review was carried out to obtain the list of. the top 50 main news venergy values.