The hottest new energy industry shows a recovery t

2022-10-14
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The new energy industry as a whole showed a recovery trend

in the first three quarters of 2013, the revenue of the photovoltaic industry increased by 9.80% year-on-year, and the photovoltaic equipment, silicon cell modules, inverters and auxiliary materials increased by -16.39%, 9.63%, 63.79% and 9.56% year-on-year respectively. The comprehensive gross profit margin was 16.61%, achieving a net profit of 110 million yuan, and the photovoltaic performance continued to improve

in the third quarter, the revenue of photovoltaic industry in a single quarter increased by 24.74% year-on-year, and photovoltaic equipment, silicon cell modules, inverters and auxiliary materials increased by 9.42%, 22.99%, 81.89% and 22.07% year-on-year respectively; The comprehensive gross profit margin is 17.20%; The net profit was 329 million yuan. The Research Report of Haitong Securities pointed out that the order situation of photovoltaic equipment in the post cycle is still not improving, and it is necessary to wait for the downstream capacity expansion on how to attract investment and achieve sustainable development in the new material industry; The recovery trend of battery components in the third quarter is still continuing, and the gross profit margin and expense rate have improved significantly, and the single quarter achieved profits; Inverter industry demand benefits from domestic installed capacity explosion "Composite materials play an important role in reducing greenhouse gas emissions and reducing dependence on fossil fuels. The price of products decreases steadily with the cost, and the overall cash flow situation of the industry shows an improving trend.

the wind power industry recovers significantly, the profit of lithium batteries improves, and the performance of lead-acid batteries declines. In the first three quarters, the revenue of wind power, lithium batteries, and lead-acid battery industries increased by 0.39%, 15.70%, and 6.36% year-on-year respectively, and the gross profit margin was 19.83% respectively 、15.91%、16.07%; The net profit was 459 million yuan, 687 million yuan and 518 million yuan respectively, with a year-on-year increase of 8.39%, 3.61% and -14.37% respectively

in the photovoltaic sector, the performance of equipment companies continued to decline, and the midstream manufacturing sector turned losses into profits except for the ultra day. Among them, the fluctuation and decline of Zhongli technology 4 futures market made the market bearish, and the expected net profit of 439 million to 510 million yuan in the quarter reversed the large losses in the first three quarters. In addition, waikang technology, Hengdian dongci and Zhonghuan shares all turned losses significantly year-on-year. In the wind power sector, led by Goldwind technology, the annual net profit increased by 150%~200% year-on-year, in line with the previous expectations of the industry. In terms of battery sector and lithium battery, BYD and Yiwei lithium energy performed well, while the performance of lead-acid battery in the fourth quarter was still not optimistic

according to the Research Report of Haitong Securities, the photovoltaic industry will still be in the boom recovery stage from 2013 to 2014, and the supply and demand pattern of the industry may be tight in 2014, and the industry will continue the trend of profit recovery. Policy details are inseparable from technology, and the implementation will promote the start of domestic distributed photovoltaic. At the same time, it is expected that there will be a rush to install power station construction, which will promote the outbreak of domestic photovoltaic application end market in the long run. The exploration of distributed end business model will become the key in the future. The examination and approval authority of the wind power industry has been decentralized, and the examination and approval bidding speed has been accelerated. The state will issue a series of policies to solve the problem of wind abandonment and power limitation. The demand has warmed up, the fan price has rebounded, and the performance in the fourth quarter will continue to pick up

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