Institutions predict high growth + financing clients increase positions in energy storage concept stocks.

On September 12, the National Development and Reform Commission and the National Energy Administration issued the "Special Action Plan for the Large-scale Construction of New Energy Storage". Looking ahead, there is huge potential for the development of new energy storage. According to Securities Times Data, among the energy storage concept stocks in the A-share market, 27 stocks saw a year-on-year increase in net profit in the first half of this year. Leading in net profit growth were Shan Shan Shares, Kelon Yuntian, Jinlang Technology, Luotuo Shares, and Tianhong Lithium Battery. In terms of future growth potential, according to predictions from five or more institutions, among the 27 energy storage concept stocks with performance growth, 16 stocks are expected to have a net profit growth rate of over 20% in the next two years. In terms of valuation levels, as of the close on September 12, among these 16 stocks, 3 stocks have a trailing P/E ratio of less than 30 times, namely Luotuo Shares, Deyue Shares, and BYD. In terms of funding, 11 stocks have had a net purchase of more than 1 billion yuan since September. Leading this trend is Sunlord Intelligent with a net purchase of 3.439 billion yuan, ranking first. Following them are Bica High-tech, Xindar, and others. Compared with the latest closing prices and the target prices predicted by institutions, 5 stocks have a potential increase of over 10%, namely BYD, Jinpan Technology, Deyue Shares, Kostar, and Luotuo Shares.