收官！“沾锂即涨”，元宇宙不退烧，今年谁是A股“最强”概念股

资料图。

12月31日，2021年A股收官。上证指数、深证成指、创业板指全年分别上涨4.8%、2.67%、12%，均连涨三年。其中，上证指数时隔28年后再次收获年线三连阳。

On December 31, 2021, the A share will be collected. The certificate index, the in-depth index and the start-up board will be 4.8%, 2.67%, and 12%, respectively, for the entire year, up by three years.

这一年，宁德时代实现了67%的涨幅，总市值达到1.37万亿元。仅一年时间从A股第十位火速上升到第三。站上风口，不少公司跻身“妖股”，锂矿板块的最大“牛股”江特电机，股价从2020年底的3.73元涨至2021年底的20.76元，涨幅达456.57%。

During the same year, the Ningde era saw a 67 per cent increase, with a total market value of $1.37 trillion. In just one year, it rose from 10th to 3rd in the A-shares. At the end of the year, a number of companies joined the “ghosts” and the largest “cow” engine of the lithium plate rose from 3.73 yuan at the end of 2020 to 20.76 yuan at the end of 2021, an increase of 456.57 per cent.

此外，锂电池板块的明星股联创股份，今年涨幅达到488.93%，成为创业板今年涨幅最大的股票。而在碳中和概念加持下，天合光能全年涨超244%，为科创板今年涨幅最高的股票，同时跻身科创板总市值第三名。

In addition, the star-share stock of the lithium battery plate grew by 488.93% this year, becoming the largest share in the start-up board this year. And, with carbon in mind and concept, Trina has grown by more than 244% a year, making it the top-growing stock this year, and third in the total market value of the plate.

2021年，哪些概念板块最受关注，2022年，谁又能继续飘红？

In 2021, which conceptual plates were the most interesting, and in 2022, who could continue to be red?

最热赛道：新能源

元宇宙概念大火

碳中和成风口

strong's carbon neutral and windy

文山电力收获十连板 机构看好明年碳中和行情

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自从我国提出“3060”双碳目标，“碳中和”就成为A股的一大投资主题。2021年十分突出，从光伏、风电、水电、核电到氢能源，各大板块均有“牛股”出现。

Since the introduction of our “3060” double-carbon target, “carbon neutrality” has been a major investment theme for the A share. The year 2021 was marked by the emergence of “cows” in large sections, from photovoltaics, wind power, hydropower, nuclear power to hydrogen energy.

wind碳中和指数今年涨超34%，与之相关的光伏指数涨超62%，核电指数涨超60%，水电指数涨34%，储能指数涨超52%。

The wind carbon median and index rose by more than 34 per cent this year, the associated photovoltaic index by more than 62 per cent, the nuclear power index by more than 60 per cent, the hydropower index by 34 per cent and the storage energy index by more than 52 per cent.

光伏板块持续景气，其中，涨幅最高的是天合光能，全年涨超244%。天合光能作为光伏行业龙头，股价从去年底的22.92元涨至今年底的78.90元，总市值突破1600亿元。这一数字使其成为科创板今年涨幅最高的股票，同时跻身科创板总市值第三名。

The photovoltaic plates continue to show a steady view, with the highest increase being in Trina, where it rose by 244% a year. As a locomotive in the photovoltaic industry, the share price rose from $22.92 at the end of last year to $78.90 at the end of last year, with a total market value of $160 billion.

另外，行业龙头隆基股份今年涨超31%，通威股份今年涨超17%。

In addition, the industry's flagship shares rose by more than 31 per cent this year and the Tonway shares by more than 17 per cent this year.

水电板块中，今年涨幅最高的是文山电力，涨超146%。今年9月27日-10月15日，文山电力停牌，10月18日复牌后开启连板模式，至10月29日收获十连板，股价从停牌前的不到8元涨至20元，涨幅达到160%。其间，文山电力曾提示股票交易异常波动，但随后股价依然上涨。

The highest increase this year was in Mansan power, which rose by over 146%. On 27 September-15 October of this year, Mansan power was shut down, and on 18 October, when it was returned, it was launched. By 29 October, ten boards were harvested, and stock prices rose from less than $8 to $20 before the cut-off, reaching 160%.

此轮上涨来源于一则重组消息，10月15日文山电力公告宣布，拟将主要从事购售电、电力设计及配售电业务的相关资产负债置出上市公司，并与南方电网持有的南方电网调峰调频发电有限公司100%股权的等值部分进行置换，交易后，公司主要业务将转变为抽水蓄能、调峰水电和电网侧独立储能业务的开发、投资、建设和运营。由此，文山电力站上了水电和储能两大风口，股价受到刺激。

The increase was the result of a restructuring announcement on October 15, which announced the intention to place on the market the assets and liabilities related primarily to the purchase of electricity, its design and distribution, and to replace the 100 per cent equity equivalent of the Southern Power Nets Peak FM Power Company Ltd., which is owned by the Southern Power Network, after which the company’s main business will be transformed into the development, investment, construction and operation of the extraction of water, power-upgrading and grid-side independent storage facilities. As a result, stock prices are stimulated by the fact that the Mansan Power Station has been placed on the two main poles of hydropower and storage.

贝壳财经记者梳理看到，碳中和相关产业链也是各大机构2022年重点推荐的投资方向。兴业证券将光伏、风电列入明年的主线；华西证券明年的行业配置推荐了智能电网、储能、风能、光伏等；华安证券将“绿色+科技”列为2022年投资主线，其中包括清洁能源如光伏、风电、储能等。

Shell finance reporters read that carbon-neutral and related industrial chains were among the key investment directions recommended by the major agencies in 2022. Business securities include photovoltaics, wind power, and so forth in next year’s main line of action; industry configurations in Washington securities recommend smart power grids, storage power, wind power, photovoltaics, etc.; and “green + technology” as the main investment line in 2022, including clean energy sources such as photovoltaics, wind power, storage energy, etc.

平安证券分析师魏伟等指出，中国“3060”目标意味着到2030年我国需实现碳达峰，未来政策支持发展绿色经济的力度将大幅加码，带动实体经济加快绿色转型，在此过程中也将催生新的经济增长点，并为资本市场带来中长期的布局方向。其中，迎来机遇的行业包括新能源汽车、光伏、风电、储能等。我国的光伏产业链在全球话语权较强，在世界范围内拥有绝对优势，出口需求高，光伏设备基本实现国产化；风电行业进入复苏周期，海上风电空间广阔；储能技术增长空间大，电化学储能景气度上升；另外，传统行业绿色转型也将打开节能环保材料、节能设备、废渣循环利用设备、碳捕集技术等领域的发展空间。

The “3060” target for China, as pointed out by Peace Securities Analyst Wei Wei and others, means that the country will have to reach a carbon peak by 2030, and that future policies to support the development of a green economy will be substantially scaled up, leading to an accelerated green transformation of the real economy, which will also generate new economic growth points and provide medium- and long-term layout directions for capital markets. Among these are new energy vehicles, photovoltaics, wind power, storage, and so on. Our light-voltage industry has a strong global voice, with an absolute advantage worldwide, with high demand for exports and near-national production of photovoltaic equipment; wind and wind industries are entering a recovery cycle, with vast wind and wind spaces at sea; storage and energy technology growth space, with rising energy and chemical storage climates; and, in addition, green transitions in traditional industries will open up space for development in such areas as energy conservation and conservation materials, energy conservation equipment, waste recycling equipment, carbon capture technology.

新京报贝壳财经记者 顾志娟 编辑 王进雨 校对 李铭

She's a financial reporter for the New Kyoto newspaper, Gu Zhijun and nbsp; editor Wang Raining and nbsp; proofreading Li Jing

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