The new energy track has high risks, so please pay attention to safety

source ： Snowball App, author ： Value line ,（https://xueqiu.com/1975647010/225552852）

Recently, it is in full swing New energy The track stock is higher and higher .

Buffett has bought traditional energy , Rumor has it that they want to sell BYD 了 , Domestic brothers should wake up .

Personally feel New energy The track is basically overdrawn in the next few years , Especially in many fields, the moat is not necessarily high , There must be new forces involved in the future , The whole new energy vehicle is an example , In the future, photovoltaic industry chain , Wind power industry chain , More capital will participate in the energy storage industry chain , Now the company will face more challenges , It may be more and more difficult to make money in the future .

throughout Tens of billions Companies with market capitalization are blooming everywhere , I really think the risk is too great .

$ Deye Co., Ltd (SH605117)$ Sales are just 40 Billion , Market value refers to hundreds of billions , Overdraft a lot .

$ Ningde era (SZ300750)$$ Sun power (SZ300274)$ Which one doesn't overdraw , That year petrochina It's a lesson from the past , In those days, oil was a scarce resource , Demand is growing , Actually , Oil stocks can fall sharply .