Apple enters China's apple

The news of Apple's entry into China's photovoltaic industry has also made many Chinese investors excited. Some investors believe that this is another 10 strong wind in the market.

Apple's entry into China's photovoltaic energy Internet may be the real outlet

According to sources, Apple will build two 20 MW solar power projects in Sichuan, and it is expected to generate 80 million kWh of solar power per year, which will exceed the power consumption of Apple's 21 stores and 19 office buildings in mainland China, including Hong Kong. Total amount. It is reported that this is Apple's first new energy project invested in China.

With the apple has always been the outlet

As the world's largest market capitalization company, Apple has created a smart mobile phone and mobile internet era. It has always been a trend indicator for technological innovation and capital markets, so that every time Apple's new products are released, new applications for design and parts will become a trend. , Which in turn led to a large number of Apple stocks, such as sapphire, smart wear, flexible screens, liquid metal and so on. The new trend of Apple is the wind in the market.

Photovoltaic plate performance is not to force

This was the first close contact between Apple and China's new energy industry. Many attentive investors quickly unearthed concept shares such as Central shares and Leshan Power. The above two companies are suspended, then Apple's intervention, whether to endorse China's photovoltaic industry, which means that the timing of the bottoming out of the photovoltaic sector? At least from the disk, this message has not substantially boosted Photovoltaic stocks, reflected from the A-share market, today's performance of solar panels can not be described as excellent.

When Apple goes to the west of China and does not want to build two photovoltaic power plants in Wanli, it is definitely not for poverty alleviation. At present, all of Apple's data centers are powered by renewable energy sources. From a small point of view, supplying power to young people through new energy sources is a means by which brand companies establish a sense of social responsibility. From an industry perspective, PV is still in a phase of capacity elimination, and it still depends on government support. Apple's two power stations are only paying a small sum of money for the Chinese PV market. As a market value of nearly US$800 billion, it holds US$178 billion in cash. Securities company, investing in two photovoltaic power plants can not explain much of the problem, after all, Apple has always been based on hardware and software, and investment in new energy means that it is optimistic about new energy, and thus derived a bunch of concept speculation may be too simple and crude.

In fact, the current Apple-related news on the relevant sectors of the stimulus has weakened significantly, the kind of mountain is the era of mountains is gone forever, this is also a law of maturity and saturation of industries and industries, competitors, the profits of the industry chain It will soon come down, but for the new exploration of Internet companies, the industries that may be reshaped in the future may still be an important outlet for producing bull stocks.

Energy Internet may be the real outlet

From the perspective of Google, Ali, and Microsoft entering into new energy sources, IT companies have traditionally valued traffic and imports, rather than heavy asset investments, and joining forces with new energy companies may be the prelude to the era of energy Internet.

The future energy Internet may be such a state. First, it is a data exchange platform. For end users, the use of mobile phone APP can facilitate the timely viewing and management of electricity bills. For power generation companies, real-time visibility of demand side electricity data changes can be achieved. , Reasonable arrangements for electricity production, for grid companies, real-time viewing of regional electricity changes, targeted grid construction.

At the same time, it is also an energy trading platform. Through networking, each user may have the need to sell and buy electricity at the same time. When autonomous power generation cannot meet the demand, power can be purchased from the platform, and users can also buy at a low price when the electricity is low. Electricity stores electricity and sells it at high prices to users who need it at peak times.

The agency estimates that the market opportunities created by the current imbalance in the supply and demand of electricity in China are as high as 1 trillion yuan per year and increase year by year. This may be the inspiration from Apple's investment in China's photovoltaic industry. Haitong Securities (600837, stocks) believes that the transformation of the Internet to the consumer industry was born with BAT as a symbol of Huawei's entry into photovoltaics as an energy industry that can match the consumer industry. "BAT" in the energy internet is worth looking forward to.

From the perspective of multiple agencies, the domestic wind power and photovoltaic industry tends to mature. The critical point of energy storage market explosion is about to come. The rise of the energy internet is expected to accelerate the outbreak of energy storage demand. Solar Power Supply (300274, stocks), and Kehua Hengsheng (002335, stocks ), Ke Lu Electronics (002121, stock bar) such as energy storage and Zhongheng Electric (002364, stock bar), Henghua Technology (300365, shares it), Hongxiang Electric (300427, stock it) represented by the power of information services providers Expect to be the first to benefit.