Orders are scheduled three years out! What opportunities lie behind the "explosive orders" in these industries?

Many listed companies currently have orders booked years in advance, and their products are in short supply. You might wonder if such companies can make money, and if they will have performance support in the coming years!

For example, China International Marine Containers (Group) Co., Ltd. has orders worth $5.55 billion just for its marine engineering segment, with production lines booked until 2027-2028. They themselves say that as long as everything goes smoothly, their revenue and profit growth momentum this year is quite strong. And it doesn't stop there; China Shipbuilding is even more exaggerated, with orders directly scheduled until the end of 2028, and some even extending to 2029! China National Power also mentioned that the orders for their core product, low-speed diesel engines, have been booked until 2028. Companies like Sumec and Zhenjiang Holdings are in a similar situation, with orders scheduled until 2027 and 2028.

Even companies in the new energy and environmental protection sectors are experiencing "explosive orders." Longking Environmental Protection's energy storage cells are now running at full capacity but still not enough to meet demand, with orders booked until mid-2026. Trina Solar has also signed overseas energy storage orders exceeding 10GWh, mainly waiting for delivery in 2025-2026, and ambitiously plans to increase shipment volumes by over 50% in the coming years.

This is not just a "small fortune" for one or two companies, but a wave of industry-wide warmth!

A rough data statistic shows that since November this year alone, there are as many as 77 listed companies publicly stating they have "full orders" or "high industry prosperity!" These companies are spread across 13 industries, but where is the concentration? In the power equipment, machinery, and electronics industries, especially in power equipment, which accounts for over 20 companies!

Why are orders in these industries so hot? Simply put:

Downstream demand is booming: The hot sectors like lithium batteries, energy storage, and semiconductors are eagerly awaiting supplies, driving upstream equipment and material orders to rise rapidly.

New growth points are gaining strength: The demand in high-end manufacturing fields like robotics and aerospace is also rising, benefiting parts orders.

Companies are striving for improvement: Many enterprises have honed their internal skills, improved efficiency, and effectively expanded their markets, naturally securing more orders.

What does it mean to have orders booked far into the future?

The most direct implication is that it provides a "safety net" for the company's performance over the next two to three years. With guaranteed income, the space for profit growth opens up. Institutional forecasts also confirm this; companies like China Shipbuilding, Trina Solar, and China National Power have high profit growth expectations for the coming years. More importantly, this "explosive order" phenomenon is often not isolated; it reflects the overall industry's rising prosperity!

Therefore, for investors, instead of chasing good news every day, it is better to calm down and study the company's fundamentals. Of course, looking at financial reports is a lagging indicator, but as long as a company has full orders for the next few years, can such a company worry about its performance not growing? Naturally, if a company's stock has never soared, if a big rise overspends future profit growth, then investment must be cautious. If a company has a full order book and future growth is promising, and its industry is currently thriving, then its potential is naturally worth a closer look. Especially for some "order kings" whose stock prices have not yet "taken off" and whose valuations are relatively reasonable, if they can keep their composure and grow alongside the industry and the company, they may indeed reap a nice "time dividend" in the future.

Of course, orders are just the starting point; ultimately, it depends on whether the company can efficiently and qualitatively deliver and turn orders into profits. But in any case, this "long queue of orders" trend has indeed brought a warm breeze to the market and illuminated the investment prospects of certain high-prosperity tracks. It is worth continuous attention!

Below, I have listed the companies with full orders and high growth potential in a table format for everyone's reference. Interested investors may wish to bookmark it for careful study; perhaps there will be unexpected joys, and blind investment is not an option. After all, the market changes quickly, and having full orders does not necessarily justify a short-term rise. The key lies in the collective strength of capital and whether it can gain recognition from large funds. Perhaps there may be no capital support in the short term, but if you extend the time frame, gold will always shine. The companies below deserve special attention.