猛兽派选股·2026-01-24 03:51Core Viewpoint - The photovoltaic (PV) industry is experiencing significant momentum, particularly in the equipment sector, with clear RSR signals indicating strong market activity [1]. Group 1: Company Performance - Jiejia Weichuang is highlighted as a key player in the industry [3]. - Maiwei Co., Ltd. is noted for leading the market with unusual trading volumes and signals of acceleration into the second phase of growth [4]. - Aotwei and Jingcheng Machinery are also mentioned as companies that have entered the second phase of acceleration [5][7]. - High Measurement Co. and Dier Laser are part of the group showing strong performance, with most companies just entering the second phase [8][10]. - The characteristics of these stocks include significant price increases of over 50% and a strong breakout above previous highs, indicating a bullish trend [12]. Group 2: Market Dynamics - The photovoltaic industry is classified as a typical cyclical industry, with performance fluctuations similar to non-ferrous metals and chemicals, driven by expectations of industry recovery and supply-side reforms [16]. - Equipment manufacturers often outperform the core industry stocks, as seen in the non-ferrous sector where mining equipment stocks have shown greater gains [16]. - Component stocks are lagging behind equipment stocks, with JinkoSolar showing potential due to its advanced technology and market position, surpassing previous leaders [18]. Group 3: Historical Context - Historical bull stocks serve as a guide for current market behavior, with current bull stocks following similar patterns of clear upward trends and compact adjustment structures [19].