Latest
Hot
The concept of ESG is too broad. Green electricity was already very strong last year, and it's expected to cool down a bit.
The entire lithium battery sector experienced two rounds of rallies last year, driven by the unexpected surge in new energy vehicle penetration rates, which triggered an explosion in the industrial chain. Lithium batteries may not necessarily become the main investment theme this year. Right at the start of the year, the lithium battery sector led by CATL, the energy storage represented by Sungrow Power Supply, and some power sectors (thermal power, wind power, green power) have all been sold off in one round. This is because after funds secured their year-end rankings, they adjusted their portfolios, causing the popular sectors of 2021 to collectively fall at the beginning of 2022.
Here I would like to highlight the energy storage industry separately because it hasn't risen much and still has significant room for development. I'm also optimistic about its performance in 2022.
As far as the energy storage industry is concerned, its essence is part of the transition from green energy replacing traditional energy. The core issue in the entire industry is the high cost. But if we look back at new energy industries like photovoltaic, wind power, and new energy vehicles, which one didn't experience a phase of high costs in its early development?
Perhaps we should focus more on the maturity of the technology itself. When energy storage technology truly matures, all problems will be resolved effortlessly.
In 2022, the energy storage industry remains worthy of long-term allocation. Let me emphasize again: 20 times in five years, 100 times in ten years. Where else can you find such a 'set it and forget it' opportunity?
Additionally, the post-pandemic recovery concept in 2022 is worth paying attention to and considering for positioning. It’s been two years since the pandemic; after winter, the situation should ease as temperatures rise, and tourism, catering, and other sectors should see improvement. Look for recovery stocks that were unjustly hit during the pandemic.
The entire lithium battery sector experienced two rounds of rallies last year, driven by the unexpected surge in new energy vehicle penetration rates, which triggered an explosion in the industrial chain. Lithium batteries may not necessarily become the main investment theme this year. Right at the start of the year, the lithium battery sector led by CATL, the energy storage represented by Sungrow Power Supply, and some power sectors (thermal power, wind power, green power) have all been sold off in one round. This is because after funds secured their year-end rankings, they adjusted their portfolios, causing the popular sectors of 2021 to collectively fall at the beginning of 2022.
Here I would like to highlight the energy storage industry separately because it hasn't risen much and still has significant room for development. I'm also optimistic about its performance in 2022.
As far as the energy storage industry is concerned, its essence is part of the transition from green energy replacing traditional energy. The core issue in the entire industry is the high cost. But if we look back at new energy industries like photovoltaic, wind power, and new energy vehicles, which one didn't experience a phase of high costs in its early development?
Perhaps we should focus more on the maturity of the technology itself. When energy storage technology truly matures, all problems will be resolved effortlessly.
In 2022, the energy storage industry remains worthy of long-term allocation. Let me emphasize again: 20 times in five years, 100 times in ten years. Where else can you find such a 'set it and forget it' opportunity?
Additionally, the post-pandemic recovery concept in 2022 is worth paying attention to and considering for positioning. It’s been two years since the pandemic; after winter, the situation should ease as temperatures rise, and tourism, catering, and other sectors should see improvement. Look for recovery stocks that were unjustly hit during the pandemic.
32
6
14
Unlock Pro Investors’ Money-Making Secrets
Join Futubull Community! Now Connect Directly with Top Investors & Public Company Executives