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XingChen Electron
News.
Electronic components industry: the capacitor sector surged
Release time:
2023-04-10
Source:
Today, the capacitor sector surged, Jianghai shares, copper peak electronic daily limit, Farah Electronics rose 7.29%. We commented as follows:
Event:
Today, the capacitor sector surged, Jianghai shares, copper peak electronic daily limit, Farah Electronics rose 7.29%. We commented as follows:
Supercapacitors are optimistic and become catalysts for stock prices: Yesterday, industry insiders saw samples of supercapacitors and were very optimistic about supercapacitors. I believe they will replace lithium batteries in the mobile phone industry in the next two or three years.
A-share capacitor company is actively investing in the field of supercapacitors: Jianghai shares are the leading domestic aluminum electrolytic capacitors, the main business orders are full, and the growth is confirmed. This year, film capacitors will be put into production, and super capacitors are buying Japanese patents and are being developed. In the future, three-wheel drives of aluminum electrolytic capacitors, film capacitors and super capacitors will be formed. Tongfeng Electronics is one of the few industrial chain integration companies in China that integrates film and film capacitors. During the recovery of its main business, it intends to enter the field of supercapacitors. Farah Electronics is a leading domestic film capacitor. In recent years, the film capacitors used in new energy power generation and new energy vehicles have been mass produced, leading the country.
Investment advice: Super capacitors have the advantages of high power density, short charge and discharge time, long cycle life, and wide operating temperature range. At present, the industry is mainly committed to research and development of electrode materials to improve their cost performance.performance.
Is expected to replace batteries in the future and bring revolutionary changes. Recommend Jianghai, Tongfeng Electronics, Farah Electronics.
Risk warning: Supercapacitor progress is lower than expected.
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