This sector ushered in a historic opportunity

time:2022-09-29 14:20:02 source:clevelanddrifters.com author:Aerospace stock
This sector ushered in a historic opportunity

In the past two months, one sector of the A-share market has been hotly hyped by the market, and its leading stocks, Wanhe Electric and Sunrise Oriental, have continuously increased their daily limit. This hot sector is the air energy heat pump industry. What is an air source heat pump? Simply put, it uses a small amount of electricity to absorb the heat in the air for heating and drying for people's work and life. Its working principle is very similar to that of an air conditioner. Advantages of air energy heat pump: 1. Energy saving. Its energy consumption is only 25% of electric boilers, 50% of coal-fired, and 60% of natural gas, with less energy consumption. It is suitable for less coal, less electricity, less gas, and more energy Application in tense areas. 2 The carbon emissions of low-carbon air energy heat pumps are much lower than those of traditional oil and coal, so they are supported by national policies that attach importance to carbon neutrality. Europe and my country have introduced policies to support the development of the heat pump industry. At present, the penetration rate of air energy heat pumps in my country is very low, and there is a lot of room for growth. Application: Air source heat pump can provide hot water, heating and drying. It is suitable for heating in winter for residents, cooling in summer, and heating for swimming pool water temperature. The composition of air energy heat pump includes heat exchanger, compressor, water pump, circuit board, etc. Domestic heat exchanger companies include Sanhua Zhikong, Shuangliang Energy Saving, and Dunan Environment. Compressor companies include Midea Group, Gree, Highly, Haier, etc. Opportunities: 1. The Russian-Ukrainian conflict has led to energy shortages in Europe. Currently, electricity and natural gas costs in Europe have risen sharply, making life difficult for local residents. Especially when the cold winter is approaching, Europe needs heating in winter, and the demand for electricity and gas has greatly increased. The air energy heat pump consumes less power and can solve the current energy shortage. 2 European countries attach great importance to carbon emissions. Air-to-energy heat pumps are supported by the policies of many European countries, and many countries have introduced subsidy policies. According to authoritative institutions, the potential annual sales volume in Europe is 7 million units, and there is room for at least 6 times the sales volume in the next few years. 3 In recent years, the sales volume of air energy heat pumps by Chinese enterprises to Europe has increased, especially last year's exports increased by more than 60% year-on-year. This shows that my country's air-energy heat pump has a relatively high market share in European countries. The products of Chinese enterprises are very popular. Industry development trend: Under the general trend of global carbon neutrality, the application space of renewable energy such as air energy heat pump is increasing. The market share of industries with high carbon emissions such as coal, oil, and natural gas will become smaller and smaller in the future. Related companies in the industry: In fact, the most powerful ones in the domestic air energy heat pump industry are my country's three traditional home appliance leaders: Haier, Midea, and Gree. The total sales volume of air energy heat pumps of these three companies in Guofeng has reached more than one third of the domestic market. Air energy heat pump technology has certain barriers, and the three leading white appliances have obvious technical and financial advantages in this regard. However, we see that in the A-share market, Haier, Midea and Gree have not been hyped up because of the concept of air energy heat pumps. The stocks of these three companies are still generally in the bottoming stage. This shows that the current market for the concept of air energy heat pump is mainly based on the theme of speculation. The small and medium-sized companies that produce and sell air-energy heat pumps have a large increase due to their small scale and high performance flexibility, which are more in line with the current market demand. A-share-related small and medium-sized companies include Sunrise Oriental, Wanhe Electric, Vantage, and Finney Technology. In general, the air-energy heat pump sector is currently facing a rare development opportunity in history. Some air-energy heat pump sales companies have sold out of stock, and some air-energy heat pump companies are busy expanding production. However, whether the growth can continue to accelerate in the future depends on the future changes in the international environment. Note: The content described in this article is only to help fans and friends to expand their investment horizons, not as a stock recommendation, and you will be responsible for the consequences of doing so.

(Responsible editor:Market analysis)

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