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光伏龙头隆基股份的强大护城河
返回列表 来源: 智语科技 发布日期: 2021.04.14 浏览次数:

       进入10月份后,大部分公司的三季报均已公布。根据市场资讯、公司财报、专业人士看法等各种信息的综合计算,我们智语科技投研平台中的策略持仓也发生了不少变化。今日我们将为大家介绍进入我们策略的光伏龙头——隆基股份
1、前途光明的新能源——光伏行业 光伏发电是目前主流的新能源产业,通过将太阳能的利用与转化,从而实现电能的不断产出。目前光伏发电的渗透率在全球范围内仅有个位数出头,而随着各个国家对碳排放、环保要求的逐步增加,清洁能源新能源的占比将进一步提高。国际能源署IEA预计,到2040年,可再生能源将占到总电力生产的2/3以上,太阳能与风能将占据其中的40%。叠加电力需求长期增长,光伏行业有着光明的发展前景。
2、技术领先、低成本经营构筑公司强大的护城河 光伏发电站的主要原材料为硅片以及相关硅片组件构成。经过了几年的发展,单晶硅以及单晶硅组件所构成的产品体系,成为了目前光伏市场中电力转换效率最高、发电成本最低的主要原材料产品。光伏发电的成本相对较高,与其他清洁能源相比并没有成本优势。如何在降低补贴的环境中更好的生产,降低原材料价格、降低投资相关成本是整个行业持续发展的关键。为了提升自身的产品竞争力,隆基股份在拉棒、切片等主要等生产环节中不断提升,将自身的非硅成本不断降低(截止2018年,公司的非硅成本仅有0.8-0.9元/w低于行业平均水平的1.1元/w),PERC电池的转化效率也达到了24.06%的水平,这使得公司的单晶硅以及单晶硅组件产品在市场中更具竞争力,随着未来新增产能的逐步释放,公司的盈利水平有望再上一个台阶。

        
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光伏行业的发展可谓几经波折,政策补贴的下降,技术的革新使得整个光伏行业老大几度易主。不过经过了数年的资本投入与激烈拼杀,隆基股份的成本优势与技术优势逐步体现,新增产能的释放与光伏发电渗透率的提高将使得隆基股份拥有较好的发展前景(市场预期未来两年净利润的复合增速将超过25%)。目前公司股价走势较为强势,如果未来公司短期股价出现较大调整且光伏行业发展稳定,投资者们可以密切关注隆基股份的投资机会。

Entering October, most of the company's third-quarter results have been released. According to the comprehensive calculation of market information, company financial statements, professional views and other information, our wisdom language technology investment research platform in the strategic position has also undergone a lot of changes. Today we will introduce to you into our strategy of photovoltaic leading - Longji shares.

1, promising new energy - photovoltaic industry photovoltaic power generation is the current mainstream of the new energy industry, through the use and transformation of solar energy, so as to achieve the continuous output of electric energy. At present, the penetration rate of photovoltaic power generation is only in the low single digits globally. With the gradual increase of carbon emissions and environmental protection requirements in various countries, the proportion of clean energy and new energy will further increase.The IEA, the international energy agency, predicts that by 2040 renewables will account for more than two-thirds of total electricity production, with solar and wind accounting for 40%. Superimposed power demand long-term growth, the photovoltaic industry has a bright future.

2. Leading technology and low cost management build the company's powerful moat photovoltaic power station. The main raw materials are silicon wafers and related silicon wafers. After several years of development, the product system composed of monocrystalline silicon and monocrystalline silicon components has become the main raw material products with the highest power conversion efficiency and the lowest power generation cost in the current photovoltaic market.The cost of photovoltaic power generation is relatively high and there is no cost advantage compared to other clean energy sources. How to better production in the environment of reduced subsidies, reduce raw material prices, reduce investment related costs is the key to the sustainable development of the whole industry. In order to improve product competitiveness, shares in the longji pull rods, slice, mainly in the production links such as rising, will own the silicon to reduce costs (by 2018, the company is a cost only 0.8 0.9 yuan lower than the industry average of 1.1 yuan/w/w), the PERC battery conversion efficiency reached 24.06%, the company's monocrystalline silicon and monocrystalline silicon components products more competitive in the market, as the future new capacity gradually release, the level of profitability is expected to be a higher level again.

The development of the photovoltaic industry can be said to be several twists and turns, the decline of policy subsidies, technological innovation makes the whole photovoltaic industry boss several changes. However, after several years of capital investment and fierce struggle, the cost advantage and technical advantage of Longji Stock are gradually reflected. The release of new capacity and the improvement of photovoltaic power generation penetration rate will make Longji Stock have a good development prospect (the market is expected that the compound growth rate of net profit in the next two years will exceed 25%).At present, the company's stock price trend is relatively strong. If the company's short-term stock price appears a large adjustment in the future and the photovoltaic industry develops steadily, investors can pay close attention to the investment opportunities of Longji shares.




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