interface news reporter | ma yueran

at the end of December, the new energy sector rarely welcomed an active one.

As of the close on December 28, the Wind photovoltaic index rose 7.28 per cent to 3558.47, the biggest gain of the year.

more than ten stocks in the plate rose and stopped, including billion crystal photoelectric (600537.SH), junda shares (002865.SZ), European crystal technology (001269.SZ), foster (602606.SH), jingao technology (002459.SZ), aixu shares (600732.SH), jinchen shares (603396.SH), mai shares (30012.751.SZ60), etc.

Among them, "photovoltaic Mao" Longji Green Energy ushered in the first daily limit of the year, closing at 22.75 yuan per share, with a total market value of about 172.4 billion yuan.

in addition, Artes (688472.SH), Trina Solar (688599.SH), Jiejia Weichuang (300724.SZ), Goodway (688390.SH) and other shares rose more than 10%.

Today, the three major A- share indices opened lower and higher. By the end of the day, the Prev was up 1.38 per cent, the Shenzhen Component Index was up 2.71 per cent, the gem index was up 3.85 per cent, and more than 4400 stocks rose in the two markets.

Compared with the previous two years, the new energy sector will no longer be popular in the capital market in 2023, and there will be a large outflow of funds. At the beginning of the year, the Wind PV index peaked at about 5200 points and fell by more than 30% at the end of the year. "Jingjinglong" and other leading enterprises in the stock price of the year cumulative decline in 40 to 50%, 100 billion market value of photovoltaic enterprises only three, respectively, Longji shares, Tongwei shares (600438.SH) and sunshine power supply (300274.SZ).

since late December, the photovoltaic sector has reversed its previous decline and has been active for many days. Among the outstanding stocks, the inverter leader Deye shares (605117.SH) in the 19th -28, the cumulative increase of more than 40%; photovoltaic support enterprise Qingyuan shares (603628.SH) from the 21st to date out of the "six even board", or nearly 80%.

CITIC Securities released a research report saying that with the industry chain inventory, price and earnings fundamentals gradually bottoming out, the bottom of the sector valuation is expected to usher in a mean reversion.

changjiang securities also said in the recent research report, the current photovoltaic plate overall fundamental concerns have been fully reflected, the leading target price-to-book ratio (PB) has begun to enter the 1-2 times range, the position has also been in a low allocation, continue to emphasize the bottom layout opportunities, and a variety of unexpected factors may occur at any time.

This year, domestic PV downstream demand is still maintaining rapid growth, long-term demand also has a high degree of certainty. From January to November, China's PV installed 163.88 GW, up 116.95 percent year-on-year, exceeding expectations.

In November, China's exports of photovoltaic products (silicon rods, wafers, cells, modules) were about US $2.932 billion billion, down 23.2 per cent year-on-year and 5.1 per cent month-on-month. However, inverter exports achieved positive month-on-month growth for the first time in the second half of the year, with monthly exports of US $0.56 billion billion, up 4.67 per cent from the previous month.

In addition to photovoltaics, the lithium and energy storage sectors in the new energy sector are also surging today.

Of the 52 stocks in the Wind energy storage sector, only two stocks fell. Changhong Energy (836239.BJ), Tianli Lithium Energy (301152.SZ), Penghui Energy (300438.SZ) and other stocks rose more than 10%, Tianzhi Materials (002709.SZ), Kodali (002850.SZ) and other stocks rose and stopped.

In addition, stocks such as Yiwei Lithium Energy (300014.SZ) and Yuneng Technology (688348.SH) rose more than 8%, while Ningde Times (300750.SZ) rose 5.61 percent to close at 162.99 yuan per share, with a total market value of about 717 billion yuan.