8927北基綠能政策多 - 股票QA
By Callum
at 2023-07-11T13:26
at 2023-07-11T13:26
Table of Contents
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1. 標的:8927北基
2. 分類:多
3. 分析/正文:
最近政府發展綠能相當積極,發現一檔儲能概念股默默地收集籌碼,北基。
旗下的三地能源(未上市)為北基子公司,主要發展方向為地面型太陽能、漁電型太陽能、儲能。最近已收到增資通知書即將上市。
https://i.imgur.com/lymVZCm.jpg
籌碼:4/25公布2022十大股東除了張榮華都是董事長鐘嘉村自己人,查了公司地址都是在同一棟 且用籌碼券商 看富邦七賢跟日盛高雄(日盛被富邦合併)買了2萬張,且十大股東公司加起來已16萬張佔總發行股票2/3,籌碼相當集中。
https://i.imgur.com/abFrD90.jpg
https://i.imgur.com/NqSj5aY.jpg
十大股東的各個地址皆是高雄市苓雅區中正二路175號
https://i.imgur.com/mLZQNYm.jpg
https://i.imgur.com/S9fF1JQ.jpg
https://i.imgur.com/htNPtm5.jpg
https://i.imgur.com/mfj4v9U.jpg
十大股東之一的乖乖也被董事長鍾嘉村買下
https://i.imgur.com/amy1hFb.jpg
台亞石油也在五年前入股北基
https://i.imgur.com/touxVk4.jpg
十大股東之一的張榮華是現任三立董事長(創辦人林昆海也是在地高雄人),地緣關係匪淺
。
基本面:三地能源為北基子公司,主要發展方向為地面型太陽能、漁電型太陽能、儲能。自
有案場售電收入:預計2024年底太陽光電廠全面正式啟用。
且六月營收又創新高!
https://i.imgur.com/K8lLocG.jpg
與鴻海合作電動公車
https://www.storm.mg/amparticle/3798112
如果是南部人,相信最近如果有在注意路上的公車都會看到三地集團的電動公車在路上跑,
這也是其中買進理由。
補電動公車照
https://imgur.com/a/W7U2oOw
4. 進退場機制:跟著政府綠能政策共進退!
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Sent from JPTT on my iPhone
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Tags:
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