最近在“碳中和”背景下，電力板塊炒作如火如荼，然而，縱然有這驚天利好消息，光伏龍頭隆基股份的股價表現(xiàn)，那只能用一句話來形容：活豬不怕開水燙，一心沖往地板上！ 有投資者不禁要問，隆基股價天天跌，什么時候到頭？ 　哎，這話問得很專業(yè)！為什么這么說，因為他沒有問股價是不是要崩盤！　　那么什么時候到頭呢？　　先說一下：隆基股份公司主營業(yè)務(wù)為單晶硅棒、硅片、電池和組件的研發(fā)、生產(chǎn)和銷售，以及光伏地面電站和分布式電站的投資開發(fā)、建設(shè)及運營業(yè)務(wù)，其中，2020年中報里，組件和硅片收入達到了90%以上。
　　隆基本輪轟轟烈烈的牛市行情啟動于2018年10月底，此時股價在9元附近，而在此之前，隆基股份股價剛剛經(jīng)歷了一輪大跌，從22元直接摔到9元，兇悍！　　從8月底到10月底，2個月時間都是震蕩；從10月底開始到到2019年2月底，4個月時間股價再次站上此前的高低20元附間。 自2019年3月份開始，股價開啟震蕩模式，直到2019年9月底，股價一波殺跌，到11月開始企穩(wěn)后又開始一波拉升，即使國內(nèi)疫情暴發(fā)都沒有擋住隆基股份股價上漲的步伐，但是中美貿(mào)易戰(zhàn)卻讓股民上了一課，股價竟然從3月一路陰跌，從31到21，近33%。 　　2020年3月底的股價也是近一年的低點，從3月底開始，隨著國內(nèi)疫情得到控制，隆基股份的股價也企穩(wěn)了，5月上旬，隆基股份的股價就收復(fù)失地，重返30元上方；5月一波橫盤整理，6月份開啟連漲模式，雖然中間略有調(diào)整但是相較于漲的幅度幾乎可以忽略不計，直到2021年2月18號最高股價125元，從21到125，股價一年內(nèi)幾乎6倍的漲幅。
　　從股價走勢圖和股東結(jié)構(gòu)圖，可以看出，股價跌的時候或者橫盤的時候就是股東數(shù)減少的時候，股價增長的時候就是股東數(shù)增加的時候； 而從隆基股份2020年三季報也可以看出，隨著股價的上漲，職業(yè)炒家公募基金興全合潤也在逐步減倉。　　所以，只要股價漲起來了，都說好的企業(yè)，股價表現(xiàn)也不一定好；等到股價跌了，光伏產(chǎn)能過剩的信息又漫天飛了。
　　3月19號報于78.96元，隆基股份的股價已經(jīng)較高點125.68元回撤37%，從技術(shù)圖看已經(jīng)觸及第一支撐位，但是看趨勢明顯要向下看到62元一線。
　　那么到底到底了嗎？難言企穩(wěn)，趨勢明顯向下，但是業(yè)績?nèi)绱撕茫熬耙矘酚^的企業(yè)怎么也有投資價值，股價再次騰飛也只是時間問題。老話說得好，人多的地方不去！ 所以，對于已經(jīng)持倉的，都這個熊樣了，也就當存錢了，放那里別管了。對于沒有持倉的，好公司有很多，不必天天盯著它，來日方長。

Recently in the "carbon neutral" background, the electric power plate speculation in full swing, however, even if there is this amazing good news, the stock price performance of the photovoltaic leading Longji shares, that can only be described in a word: live pigs are not afraid of boiling water, rushed to the floor! Some investors can not help but ask, Longji stock price falls every day, when the end?Well, that's a professional question! Why? Because he didn't ask if the stock was going to crash!So when does it end? The main business of Longi Co., Ltd. is research, development, production and sales of monocrystal silicon rods, wafers, batteries and modules, as well as investment, development, construction and operation of photovoltaic ground power stations and distributed power stations. The revenue of modules and wafers reached more than 90% in the mid-2020 report.

Longji's current bull market started at the end of October 2018, when its share price was around 9 yuan. Before that, Longji's share price just experienced a sharp drop from 22 yuan to 9 yuan, ferocious! From the end of August to the end of October, there were shocks for 2 months.From the end of October to the end of February 2019, the stock price in 4 months stood at the previous high and low of 20 yuan plus again. Since March 2019, shares opened oscillation mode, until the end of September 2019, shares of a wave, an exodus to November after stabilizing began a wave of lift, even if domestic outbreak did not block the pace of longji shares rose, but a trade war with China is a lesson for the shareholder, shares Yin fell all the way from march, from 31 to 21, nearly 33%.The stock price at the end of March 2020 was also the low point in nearly a year. Since the end of March, with the domestic epidemic under control, the stock price of Longji Stock also stabilized. In early May, the stock price of Longji Stock recovered the lost ground and returned to above 30 yuan. A wave of horizontal consolidation took place in May and continued to rise in June. Although there was a slight adjustment in the middle, the increase was almost negligible. The highest stock price was 125 yuan on February 18, 2021, from 21 to 125, the stock price increased by almost 6 times in one year.

From the stock price trend chart and shareholder structure chart, it can be seen that when the stock price falls or moves sideways, the number of shareholders decreases, and when the stock price increases, the number of shareholders increases. And from Longji shares in the third quarter of 2020 can also be seen, with the rise of the stock price, professional speculators public offering fund Xing Quan Run is also gradually reduced positions. Therefore, as long as the stock price rises, all the good companies, the stock price performance is not necessarily good;Wait until the stock price fell, PV overcapacity information and flying.

At 78.96 yuan on March 19, Longji's stock price has retreated 37% from the high of 125.68 yuan. From the technical chart, it has touched the first support level, but the trend is obvious to see the line of 62 yuan downward.

So is this the end?It is hard to say that the trend has stabilized and is clearly downward, but it is only a matter of time before a company with such good performance and an optimistic outlook is worth investing in. As the old saying goes, where there are many people, don't go!So, to already hold a position, all this bear kind, also be to save money, put there don't take care of. For no positions, there are a lot of good companies, do not have to stare at it every day, the future is long.