光伏设备爆发，中来股份10分钟20cm涨停，机构看好这些标的

Core Insights - The photovoltaic equipment sector experienced a significant surge, with multiple stocks hitting the daily limit up, driven by new government guidelines promoting renewable energy consumption and storage solutions [1] Group 1: Photovoltaic Sector - Zhonglai Co., Ltd. (300393.SZ) achieved a 20% limit up within 10 minutes of trading, alongside other stocks like Guosheng Technology (603778.SH) and Xiexin Integration (002506.SZ) [1] - The National Development and Reform Commission and the National Energy Administration released guidelines to enhance the adaptability of new power systems to renewable energy, emphasizing advanced storage technologies [1] Group 2: Energy Storage - Century Securities reported that energy storage remains in a high-growth phase, with stable price increases for domestic energy storage cells and systems due to rising overseas orders and raw material costs [2] - The forecast for global energy storage growth remains strong, with an expected increase of over 40% next year, and domestic independent storage capacity potentially exceeding 200 GWh [2] Group 3: Wind Power - Ping An Securities noted a stabilization and recovery in domestic wind turbine bidding prices, which is expected to improve profitability for wind turbine manufacturers [3] - Companies like Goldwind Technology, Mingyang Smart Energy, and Yunda Co. are highlighted for their potential in the wind power sector, especially with the acceleration of offshore wind development [3] Group 4: Company Highlights - Goldwind Technology (002202.SZ) has a market cap of 63.03 billion, with a P/E ratio of 24.85 and a net profit growth of 44.21% year-on-year [4] - Sunshine Power (300274.SZ) is recognized for its strong global market competitiveness and profitability, with a market cap of 402.20 billion and a significant year-to-date price increase of 168.96% [4] - Haibo Shichuang (688411.SH) leads the domestic market share in energy storage, with a remarkable year-to-date price increase of 1287.96% [4]