Eye-catching performance of the new energy and new materials sector-the third quarter performance inventory of listed petroleum and chemical companies (part 2)

Entering the third quarter, the manufacturing boom began to diverge, and the securities market also showed structural quotations.

From the performance point of view, the revenue and net profit of listed companies on the hot tracks of the industrial chain of electronic chemicals, photovoltaics, and lithium batteries have achieved rapid growth.

Lithium battery stocks are among the top gainers

Since the beginning of this year, the market for new energy vehicles and lithium batteries has continued to boom, driving the price of lithium battery raw materials to record highs, especially for lithium battery cathode materials

Take lithium carbonate as an example.

Driven by the soaring price of lithium battery cathode materials, the performance of listed companies in this sector has increased significantly

Judging from the performance of the lithium battery sector, after excluding the new stocks listed this year, among the top 20 stocks whose stock prices rose in the first three quarters of the capital market, the lithium battery sector accounted for 13 shares, namely Lianchuang, Shida Shenghua, Hubei Yihua, Hesheng Silicon Industry, Yongtai Technology, Levima, Yuanxing Energy, Xingfa Group, *ST Shuanghuan, Yuntianhua, Jiangte Electric, Tianhua Super Clean, Tibet Mining

The profit of photovoltaic silicon companies doubles

Under the goal of carbon neutrality, the upgrading and transformation of the energy structure is accelerating.

　　From the performance of photovoltaic listed companies in the first three quarters, it can be seen that silicon material manufacturers in the upper reaches of the industrial chain have seen their performance soared due to the sharp rise in raw material prices, but the high growth of profits has not been transmitted to the middle and lower reaches of the company

　　Benefiting from the rise in the price of silicon materials, Tongwei, a leading enterprise, not only ranked first in the total profit list for the third quarter, but also surpassed Longi in revenue, becoming the double first on the net profit and revenue list

　　In addition, benefiting from the rising volume and price of silicon material products, Hesheng Silicon Industry achieved revenue of 6.

　　Regarding the future development trend of the photovoltaic industry, Yao Yao, an analyst at China Financial Securities, believes that in the short term, silicon materials, as the most critical link in the supply of the photovoltaic main industry chain, will continue to generate excess profits in 2022; in the medium and long term, the investment of silicon materials companies The value comes from the high barrier properties of this link, so the leading silicon material companies that have both cost and quality advantages are still optimistic

　　Bright prospects for wet electronic chemicals

　　Benefiting from the transfer of the global semiconductor and panel display manufacturing industry chain, the growth rate of China's wet electronic chemicals market is much higher than the global growth rate, and the performance of listed companies in the related industry chain is also remarkable

　　Zhang Wenlong, an analyst at Huachuang Securities, divides wet electronic chemicals companies into three categories: The first category is professional wet electronic chemicals suppliers represented by Jianghua Micro and Grinda, whose main business is wet electronic chemicals.

　　Judging from the performance of the first three quarters of this sector, 8 wet electronic chemicals listed companies including Jianghua Microelectronics achieved a total revenue of 45.

　　CICC stated that the transfer of display panel, semiconductor, 5G and other industries to China will lay the foundation for the independent development of upstream materials