太阳能公司值得投资吗？

吴公价值投资

2020-10-12

1、太阳能产业持续增长，预计年增长率为15%，到2025年达到$23 Billion. 但其受政策影响很大，2021年的Solar Investment Tax Credit (ITC)是否能继续对其产业影响巨大；

2、在太阳能板的制作方面，美国(FSLR)和加拿大(CSIQ)公司的利润微薄,不值得投资；中国的公司的营收增长DQ最好，JKS次之；

3、在太阳能板安装方面，Sunrun (RUN)的营收持续增长，但利润微薄，基本靠政府补贴；

4、在太阳能直流交流转换器的公司中， SolarEdge (SEDG)比较成熟，ENPH近年来增长强劲。

$第一太阳能(FSLR)$$阿特斯太阳能(CSIQ)$$大全新能源(DQ)$$晶科能源(JKS)$$Sunrun Inc.(RUN)$$SolarEdge Technologies, Inc.(SEDG)$

今天什么值得买？晒晒你的交易计划！

今天你有什么交易计划？什么标的值得关注？在本主题下发帖，分享你的想法吧！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Tony特别帅
2020-10-12
Tony特别帅
本周有一只太阳能新股上市$ATI Intermediate Holdings, LLC(ARRY)$ ，大家可以提前看看行业情况。
风口变得太快了，前一阵子还是云，这一阵又变成太阳能了[捂脸]
- Tony特别帅回复不动如山:
  搞不了了，今年5月好像通过了一个什么法案，这类设备不能用我国的了，招股书里有写
- 不动如山:
  国外企业基本都要被国内光伏搞死，还是买国内的安全
Benzhan
2020-10-12
Benzhan
国内太阳能a股有啥好的吗
- 不动如山回复KEINS:
  别张口就来乱喷
- Johnny_Q_:
  隆基股份，这半年涨的比较凶，但我估计会回调
- KEINS:
  国内？？你敢，全是骗，你这个韭菜理性真差，忘记当年太阳能薄膜的事了？？
社区成长助手
2020-10-12
社区成长助手
终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引
Mack_George
2020-10-12
Mack_George
晚了投资就是韭菜
小虎AV
2020-10-12
小虎AV
想了解太阳能的朋友，欢迎关注 @吴公价值投资，不要忘了友好三联哦 [可爱]
Moi
2020-12-07
Moi
谢谢吴老师的用心

发表看法

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