中材科技(002080.SZ)業績與估值是否有雙擊的可能? | 集結令第108期
作者:格隆彙集結令
近年來,以光伏、風電為代表的中國新能源產業取得了快速發展,裝機量躍居世界第一。2019年我國天然氣、水電、核電、風電等清潔能源佔能源消費總量比重達到23.4%,比2012年提高8.9個百分點,提前完成到2020年非化石能源佔比達到15%左右的目標,能源消費結構向清潔低碳加快轉變。
明年的行情必將繼續受益新技術革命、新能源革命的推動,我國要在2060年實現碳中和,就必須實現兩條腿走路——光伏和風電。今年以來,在政策和疫情的雙重驅動下,光伏產業鏈企業業績和估值均得到大幅提升,其中代表企業光伏龍頭隆基股份年內漲幅高達277%。
反觀風電行業表現略顯平靜,目前估值相對低位的風電板塊是否存在同樣的邏輯機會?風電行業的發展是否存在什麼阻礙和風險?
本期格隆彙集結令非常榮幸邀請到資深個人投資者“獅子皇”,為大家帶來《中材科技(002080.SZ)業績與估值是否有雙擊的可能?》主題分享,深度為大家解剖風電行業代表企業的投資邏輯。
獅子皇先生,能源與動力工程博士,行業資深專家,擁有30多年電力行業工作經歷。個人興趣廣泛,熱愛投資,1992年開始涉足股票市場,發表過數百篇投資分析類研究文章,長期跟蹤和覆蓋的公司有長春高新等。

會議時間:2020/12/31(週四) 11:00-12:00
會議主題:中材科技(002080.SZ)業績與估值是否有雙擊的可能?
會議主講:獅子皇(資深個人投資者)
參會資格:諮詢客服獲取限量免費參會資格
參會方式:微信掃碼聯繫格隆匯-機構客服(微信ID:glh-jg),或者對口銷售經理。

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