Jun 01, 2022 08:23 AM (GMT+8) · EqualOcean
CSC released the investment outlook for the second half of 2022 for the new energy industry, and believed that there was no great dispute about the demand, and the research should focus on the redistribution of profits in all links after the supply side expansion. In the process of "re cutting the cake" in each link of the midstream, the number of beneficial links will almost certainly rise, but other links are just the opposite. The second half of new energy investment is a great differentiation. Investment suggestion: focus on the link of increasing both quantity and profit: be optimistic about Longji green energy, Jingao technology, Enjie shares, Trinasolar, Jingke energy, Xingyuan material, Deye shares, Hemai shares, Follett, foster, etc. Focus on the improvement of technical strength under product differentiation: focus on tiannai technology, German nano technology, rongbai technology, Jingke energy, tier laser, haimuxing, Dongfang cable, Riyue Co., Ltd., Daikin heavy industry, etc.

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