News summary
Financial media editors the photovoltaic equipment industry, recommending Jingsheng Electromechanical, Gaoshi, Maiwei and Otwei as investment focusesplayvideopokergames; At the same time, be wary of failing to meet installed capacity expectations and lagging technical upgradesplayvideopokergamesrisks.
Newsletter text
Jingsheng Electromechanical and Gaoshi Co., Ltd. received key investment recommendations
With the rapid development of the new energy industry, market analysts particularly recommend [Jingsheng Electromechanical (300316)], a leading company in the field of silicon wafer equipment, and [Gaoshi Shares] in the field of chip OEM, as investment priorities.
Focus on Maiwei Shares and Otteway's approved investment
In addition, in the field of battery sheet equipment,[Maiwei (300751)] has attracted the attention of investors as the leader of HJT complete line equipment; and in terms of component equipment,[Otway] in the field of string welding machines has also become the focus of the market.
Jinbo shares are given expectations in the hot market
In the hot field segment,[Jinbo Co., Ltd.] has become the target of recommendation and attention by investors due to its leading position in the field of carbon-based composite materials.
Volatility of photovoltaic installed capacity needs to be vigilant
Risks that the market needs to pay attention to include that photovoltaic installed capacity may not meet expectations, which may have a negative impact on the balance of supply and demand in the entire photovoltaic industry chain and manufacturers 'production expansion plans.
Technology upgrades pose challenges to corporate competitiveness
If the new technology upgrade process falls short of market expectations, the company's existing product demand may be adversely changed. Especially when there is insufficient investment in R & D and talent, the decline in the company's competitiveness will directly affect its business performance.