Technology Jun 26, 2022 04:54 PM (GMT+8) · EqualOcean
① The 10.5gw sea breeze competitive bidding of State Power Investment Corporation was launched. The development of domestic sea breeze is highly deterministic. Analysts are most optimistic about the tower, submarine cable and other sub circuits in the sea breeze industry chain; ② The expansion of the company's high-purity quartz sand production capacity is much larger than expected, giving priority to meeting the needs of the photovoltaic field and is expected to expand to the semiconductor field. Analysts have significantly raised their profit forecasts for the next three years; ③ Kirin battery has accelerated the arrival of high-voltage automobile, which is good for high-end copper alloy materials. Analysts found a rare target that is expected to fully enjoy the industry's excess profits and usher in the value revaluation; ④ A-share "bulldozer market" reappears, and two major investment themes are expected to continue to walk out of excess returns in the next stage.