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9月17日天能重工涨停分析:风电,光伏概念热股

Analysis of the daily limit of Tianneng heavy Industry on September 17: wind power, photovoltaic concept hot stocks

證券之星 ·  Sep 17, 2021 03:10

Securities Star data Center News, Tianneng heavy Industry rose the limit to close, closing price 12.85 yuan. The stock rose by the daily limit at 09:40, but did not open the limit. The closing capital was 88.9721 million yuan, accounting for 1.39% of its current market value.

In terms of capital flow data, the net inflow of main funds on the same day was 253 million yuan, the net inflow of hot capital was 356 million yuan, and the net outflow of retail funds was 118 million yuan. The flow of funds in the past five days is shown in the following table:

The stock is wind power, photovoltaic concept hot stocks, the same day wind power concept rose 5.74%.

The investment logic of the stock is as follows:

1. The company is engaged in business including development, investment, construction and operation of photovoltaic projects. In total, it owns about 108MW of grid-connected photovoltaic power stations. In the past 20 years, it has realized operating income of about 11800 yuan, accounting for 3.45% of revenue.

2. One of the leaders of domestic wind turbine towers; main wind turbine towers, 2.0-2.5 MW wind turbine towers are the company's main products, and the company is expanding wind farm business; the company participates in the construction of wind farms in Lufeng City and invests in the second phase of offshore wind power equipment manufacturing project. Dezhou Xintianeng New Energy Co., Ltd. Phase I and Phase II 50MW wind farm project, Abaga Banner Xinsheng new energy 100MW wind farm project, Yangquan Jingyou new energy 40MW wind farm project are connected to the grid; in total, they hold grid-connected wind farms for 20 years, accounting for 3.13 billion yuan in manufacturing income of wind power equipment such as 363.8MW, tower tubes, etc., accounting for 91.4% of the revenue.

In terms of financial situation, the 2021 report of Tianneng heavy Industry showed that the company's main income was 1 billion yuan, down 18.73% from the same period last year; the net profit from its parent was 154 million yuan, down 1.64% from the same period last year; the non-net profit was 146 million yuan, down 6.14% from the same period last year; and the debt ratio was 71.99%. Investment income 5.0417 million yuan, financial expenses 82.6535 million yuan, gross profit margin 36.08%.

The Securities Star valuation analysis tool shows that the stock has a good company rating of 3 stars, a good price rating of 2.5 stars, and a comprehensive valuation rating of 3 stars.

Disclaimer: the relevant content according to the public big data analysis, does not constitute investment advice, the stock market is risky, investment should be cautious.

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