List of battery energy storage concept stocks in 2023

List of battery energy storage concept stocks in 2023

What are the list of battery energy storage concept stocks in 2023? Study and regularly publish the development scale, construction layout and dispatching operation of new energy storage projects, and guide the scientific and reasonable investment and construction of new energy storage projects. The following small series brings the list of battery energy storage concept stocks in 2023. Let's take a look at it together, hoping to bring some reference.

List of main leading enterprises in energy storage:

Yi Long: The company's business includes key infrastructure products of data center, solar photovoltaic power generation system products, electric vehicle charging system, energy storage products and DC power supply products. In the past five days, Costar's share price has increased by 5.57%, and its total market value has increased by 65.438+43.3 million. The current market value is 25.732 billion yuan. In 2023, the stock price fell by -37.39%. On March 24th, the news showed that the main net inflow of Costco on March 24th was 389 million yuan, the net inflow of oversized orders was 288 million yuan, the net inflow of bulk orders was 65.438+002 billion yuan, and the net outflow of retail investors was 204 million yuan.

Long, Hong Sheng shares: The company's main business is power electronic equipment. In the past five trading days, Hong Sheng's share price rose for three days, during which the overall increase was 1 1.52%. Compared with five trading days ago, the market value of Hong Sheng stock rose by 65.438+46.6 million yuan, or 65.438+0.52%. On March 24th, the net inflow of Hong Sheng shares was12,587,500 yuan, the net inflow of super-large single funds was 88.20110,000 yuan, and the turnover rate was 896.5438+0%, with a turnover of 877 million yuan.

Longsanhe Deye Co., Ltd.: The company is engaged in the research and development, production and sales of environmental protection electrical products. Looking back on the past five trading days, Deye shares fell for three consecutive days. During the period, the overall decline was 4.2%, with the highest price of 274.8 yuan and the lowest price of 256.06 yuan. The total turnover was15180,500 lots. In terms of capital flow data, on March 24th, the net inflow of main capital was 5,589,900 yuan, the net inflow of super-large single capital was 25,479,600 yuan, the net outflow of large single capital was19,889,700 yuan, and the net outflow of retail capital was 35,846,600 yuan.

Si Long, Daye Intelligent: The company is engaged in electrical equipment. In the past five trading days, Daye Intelligent rose for three consecutive days, during which the overall increase was 6.03%. Compared with five trading days ago, the smart market value of Daye increased by 65.438+0.55 billion yuan, up by 6.03%. On March 24th, Daxie Intelligent had a net inflow of1206,500 yuan and a net outflow of 780,300 yuan from retail investors.

List of leading energy storage concept stocks:

1, the latest news of tuobang shares 002139: 65438+closing price on February 30: 10.37 yuan, up 0.39%, wrestling rate: 0.77%, P/E ratio (dynamic): 2 1.52. Business scope: "R&D, sales and production of electronic products, lighting appliances, various electronic intelligent controllers, power automation system equipment, motors and their intelligent controllers (branch operations); Technical development and sales of flowmeters, power batteries, power products, computer products, integrated circuits, sensors and software; Domestic trade (except franchised, specially controlled and monopolized goods), engaged in import and export business (except for items prohibited by laws, regulations and _ _ _ _ _ decisions, restricted items can only be operated after obtaining permission). "

2. The latest news of Xinpeng shares after 002328 hours: 65438+February 30th, closing in 5.0 yuan, with an increase of 0.2%, wrestling rate 1.25%, P/E ratio 13.78 and turnover of 35305400 yuan. Business scope: sales of special equipment for semiconductor devices, integrated circuits and electronic components, technical development, technology transfer, technical consultation and technical services in the technical field of integrated circuits, production and processing of computer network integrated cabinets, communication equipment and components (only operated by branches), production and processing of auto parts, copier parts, computer parts, auto parts, power tools, cold stamping, plastic molds, Sales of building decoration materials, hardware and electric materials, metal materials (except for special control), daily necessities, wood, precision metal fittings, photocopiers, machinery and equipment leasing, self-owned house leasing, property management, export business of self-produced products of the enterprise and import business of machinery and equipment, spare parts and raw and auxiliary materials needed by the enterprise (except for commodities and technologies whose import and export are restricted or prohibited by the state, the enterprise includes member enterprises controlled by the enterprise). (except for projects that need to be approved according to law, independently carry out business activities according to law with the business license).

3. Xizi Jieneng 002534: The latest news after the market closed at 14.48 yuan, with an increase of 0. 14% and a wrestling rate of 0.42%. Main business: consulting, research and development, production, sales, installation and general contracting of waste heat boilers, power station boilers, power station auxiliaries and industrial boilers.

4. Guidong Electric Power 6003 10: Main business: power production and sales and oil products business.

List of energy storage battery concept stocks

Advantages of vanadium battery

The full name of vanadium battery is all-vanadium redox flow battery, which is a redox flow battery with vanadium as active substance in circulating liquid state.

The biggest advantage of vanadium battery is that the anode and cathode redox pair use the same element vanadium, and the electrolyte can be regenerated in long-term operation, thus avoiding the problem that the battery capacity is difficult to recover caused by cross pollution; The electrochemical reaction kinetics of positive and negative redox couple of all-vanadium flow battery is good, and high power density can be obtained without additional catalyst. Moreover, the battery has no obvious side effect of hydrogen evolution and oxygen evolution in the working process, and has excellent reliability.

Different from lithium resources, China is the country with the largest vanadium resources, and its reserves rank first in the world. In the past 20 years, the vanadium minerals in China accounted for 6 1.63% of the global vanadium minerals. National energy security is guaranteed, and pricing power is in our own hands.

Vanadium batteries store energy or drive the demand for vanadium to rise rapidly. Under the background of "double carbon", the energy storage industry matching with clean energy will usher in rapid development. Vanadium battery will become an important part of electrochemical energy storage under the background of new policy because of its safety, environmental protection and long cycle times. Vanadium pentoxide for 1GW vanadium battery is about 10000 tons. With the increasing demand for vanadium batteries, the supply of vanadium resources may gradually tighten.

policy support

Although vanadium battery has not received much attention from the market in the past few years, it can be seen in all new energy planning. Vanadium batteries have always been the object of preferential policies, whether 15 is included in the tax preferential policies together with new batteries such as lithium batteries and fuel cells, or 17 is included in the 13th Five-Year Plan of energy science and technology.

This year's adjustment in the field of energy storage has made the market really pay attention to vanadium batteries. In July, 2023, the National Development and Reform Commission and the Energy Bureau issued the Guiding Opinions on Accelerating the Development of New Energy Storage Technologies, proposing that we should persist in diversifying energy storage technologies, and promote the relatively mature new energy storage technologies such as lithium-ion batteries to continuously reduce costs and commercial scale applications, so as to realize the long-term energy storage technologies of flow batteries such as vanadium batteries entering the initial stage of commercial development.

On June 15, as the first national large-scale chemical energy storage demonstration project approved by the National Energy Administration, Dalian Flow Battery Energy Storage Peak Regulation Power Station is currently in the final stage of battery cell debugging and system debugging, and will be officially put into commercial operation in August this year.

The policy is clear that ternary lithium batteries should not be used for medium and large energy storage, and the demand for vanadium batteries is increasing or accelerating. On June 29th, the National Energy Administration issued "Twenty-five Key Requirements for Preventing Electric Power Production Accidents (2023 Edition)" (draft for comments), clarifying that "ternary lithium batteries and sodium-sulfur batteries should not be used in medium and large electrochemical energy storage power stations, and it is not appropriate to use stepped power batteries". The further improvement of policy requirements for energy storage safety will make vanadium-based flow batteries become an important way of large and medium-sized energy storage, and the demand for vanadium batteries may accelerate.

According to the policy of Guiding Opinions on Accelerating the Development of New Energy Storage, in 2025, the installed capacity of new energy storage will be 30GW, and the penetration rate of vanadium batteries will reach 20%. At present, the penetration rate of vanadium batteries in the world and China has just reached 1%. This means that in the next five years, vanadium batteries will usher in the first explosion stage by improving their permeability.

It is also the first new listed company in Hunan in 2023.

Hunan Yuneng is the main supplier of cathode materials for lithium-ion batteries in China, focusing on the production and sales of cathode materials R&D for lithium-ion batteries. The company's main products include lithium ferrous phosphate, ternary materials and other cathode materials for lithium ion batteries. At present, lithium ferrous phosphate is the main material, which is mainly used in the manufacture of lithium-ion batteries such as power batteries and energy storage batteries, and finally applied to new energy vehicles and energy storage fields.

Hunan Yuneng has become a supplier of many well-known lithium battery companies, such as Amperex Technology Co., Ltd., BYD, Yiwei Lithium Energy, Honeycomb Energy, Yuanjing Power, Ganfeng Lithium Battery, Ruipu Energy, ningde new energy, Du Nan Electric Power, Zhongxing Paineng and Peng Hui Energy, and its products have been recognized by downstream customers.

In addition, new energy giants Contemporary Ampere Technology Co., Ltd. and BYD are also among the shareholders of Hunan Yuneng, holding 65,438+00.54% and 5.27% respectively. In fact, on February 65438, 20 10, Hunan Yuneng increased its capital and shares, and introduced its main customers, Contemporary Ampere Technology Co., Ltd. and BYD, as strategic investors to form related parties of the company.

At the same time, the total sales revenue of Hunan Yuneng to Contemporary Ampere Technology Co., Ltd. and BYD accounted for more than 90%, reaching 93.56%, 9 1. 10% and 95.42% respectively. Hunan Yuneng explained that the main reason is the high market concentration of the downstream lithium-ion battery industry. For the company, introducing Contemporary Ampere Technology Co., Ltd. and BYD as strategic investors will help to further consolidate the cooperative relationship with important customers, learn advanced management experience and better grasp the development trend of the industry. Therefore, the strategic investment of Contemporary Ampere Technology Co., Ltd. and BYD to become related parties of the company has a reasonable business background, which is conducive to multi-party cooperation and win-win. The company's related sales to contemporary Ampere Technology Co., Ltd. and BYD account for a relatively high proportion, which is also in line with the objective situation of high concentration of downstream industries.

In terms of performance, from 19 to 2023, Hunan Yuneng's revenue was 58 10 million yuan, 955 million yuan and 7.027 billion yuan respectively; The net profit was 57.37 million yuan, 46.23 million yuan and 65.438+0.175 million yuan respectively. Hunan Yuneng predicts that the operating income in June-June 2023 will be 65.438+02.562 billion yuan to 65.438+03.959 billion yuan, up 76.927% year-on-year, and the net profit attributable to the owners of the parent company will be 65.438+0354 billion yuan to 65.438+0505 billion yuan. It increased by 548.96% to 62 1. 13% compared with the same period of last year. After deducting non-recurring gains and losses, the net profit attributable to owners of the parent company was13.53 million yuan to15.04 million yuan, an increase of 560.35% to 633.84% over the same period of last year. The company expects that the operating performance will increase substantially from June to June 2023, mainly due to the rapid development of new energy vehicles and energy storage markets, and the increase in the proportion of technical routes of lithium iron phosphate batteries, which will drive the market demand for lithium iron phosphate cathode materials to increase substantially; The company's production and sales scale is expected to increase substantially, and the market price of lithium ferrous phosphate cathode materials has risen sharply.

It is worth noting that the ownership structure of Hunan Yuneng is relatively scattered, and there is no controlling shareholder and actual controller. However, xiangtan electrochemical Group, the controlling shareholder of xiangtan electrochemical and xiangtan electrochemical, holds 8.47% and 65,438+03.48% respectively.

The following is a brief introduction to some leading enterprises.

Hemai Co., Ltd. (sh688032): The company is mainly engaged in R&D, manufacturing and sales of power conversion equipment such as photovoltaic inverter and energy storage inverter, and complete sets of electrical equipment and related products, among which photovoltaic inverter and related products mainly include micro inverter and monitoring equipment, modular inverter and other power conversion equipment, disconnectors and distributed photovoltaic power generation systems, and complete sets of electrical equipment and related products mainly include high-voltage switchgear, low-voltage switchgear and distribution cabinets.

Yuneng Technology (sh688348): Since its establishment, the company has been focusing on the research, development, production and sales of component-level power electronic equipment in distributed photovoltaic power generation systems, and is committed to providing "safe, reliable and multi-generating" photovoltaic system solutions for home and industrial and commercial users. Under the background of vigorously developing renewable energy and clean energy in the world, the company will give full play to its existing R&D and innovation advantages, industrial operation advantages, global business layout advantages and localized service advantages, continue to deepen the field of component-level power electronic equipment, accelerate the research and development of new products and technologies, continuously improve its independent innovation capability, and consolidate and continuously enhance its market share as a leading international component-level power electronic equipment enterprise.

Goodway (sh688390): The company has long been focusing on the research, development, production and sales of new energy supply equipment such as solar energy and energy storage, and is committed to providing smart energy management and other overall solutions for families, industrial and commercial users and ground power stations. The company is a high-tech enterprise integrating independent research and development, production, sales and service based on the transformation of new energy power supply equipment, energy storage transformation and energy management, with the core of reducing electricity cost and improving electricity efficiency, and with the purpose of complementing energy and creating energy value.

BYD (sz002594): The Group is mainly engaged in automobile business, mobile phone parts and assembly business, rechargeable batteries and photovoltaic business, mainly focusing on new energy vehicles. At the same time, we will actively expand the urban rail transit business by using our own technological advantages. As a pioneer and leader in the global new energy automobile industry, the Group has built a long-term and sustained core competitive advantage through continuous technological innovation, established its leading position in the global new energy automobile industry, and accelerated the transformation and upgrading of the global automobile industry.

Contemporary Ampere Technology Co., Ltd. (sz300750) focuses on the research, development, production and sales of power battery systems and energy storage systems for new energy vehicles, and is committed to providing first-class solutions for global new energy applications. The company has core technical advantages and sustainable research and development capabilities in key areas of the industrial chain such as battery materials, battery systems and battery recycling, and has formed a comprehensive and perfect production service system.

Deye Co., Ltd. (sh605 1 17): The company owns household frequency conversion products in new energy industry, heat exchanger products in traditional household appliances industry, dehumidifiers and other environmental protection electrical products. With the rapid development of home inverters, the company has formed a product matrix of energy storage, micro-grid-connected inverters and series inverters, which can provide photovoltaic inverter solutions for residential and small businesses. As the largest professional finned heat exchanger manufacturer in China, the company is an important supplier of Midea. Our own brand "Deye" dehumidifier benefits from the accumulated brand influence. For six consecutive years, Tmall's trading index and JD.COM's turnover index both ranked first in the industry.