$XINYI SOLAR (00968.HK)$ $GOLDWIND (02208.HK)$
After a few days of brief pullback, the new energy track rose strongly today, and photovoltaic, wind power and other sectors rose sharply hand in hand. I have seen the analysis before that this year's bidding may exceed expectations. At that time, we do not have to look at profits, but look at bidding, because the stock market is always the most forward-looking indicator.
In the booming industry, the growth rate of wind power in the next two years is likely to be second only to energy storage, especially sea breeze. The price of wind turbines fell a lot last year, and the prices of raw materials increased a lot, resulting in pressure on its costs. combined with the prices of commodities and the bidding prices of turbines, generally speaking, the second quarter may be a relatively low point in the report. There may be a rush to install after the third quarter, and we do not rule out the possibility that the price of spare parts will rise. Therefore, if we look back for about two years after the China News and the third Quarterly report, the attention of wind power should further increase.
Therefore, starting from the third quarter of the report, I think the wind power in the next two years may be a process of simultaneous rise in volume and profit, and the rise in volume and profit in the manufacturing industry is the best sector I have been pursuing.