Forward-looking layout, long-term opportunities lurking in the decline. 600237 copper peak electronics, 002263 great southeast, photovoltaic, energy storage and other new energy development, new energy vehicle penetration rate has increased significantly, the demand for film capacitors continues to grow, and the upstream ultra-thin capacitor film demand for film capacitors is strong. On the one hand, the incremental demand is very large, on the other hand, the manufacturer from the production of ordinary capacitor film to the production of higher profits of ultra-thin capacitor film, the efficiency is doubled, resulting in the overall capacitive film production supply reduction, an increase and a decrease in the scissors difference effect will appear this year, Copper Peak Electronics and great southeast performance have a high elasticity, while the stock price is low market value, the space is very large.
