#multibagger2026

I lead the way with 8 multibaggers 🙈

$APP (+1.24%)
$NVDA (+0.52%)
$GFT (+1.09%)
$ENR (+0.86%)
$VRT (+2.35%)
$HY9H (+0.11%)
$GOOGL (+1.39%)
$PNG (+3.57%)

The former CEO of Siemens AG, Joe Kaeser (now AR of Siemens Energy, among others), was instrumental in initiating the transformation of Siemens and drew an interesting conclusion on LinkedIn two days ago. (Excerpt👇)

================================

A good ten years ago, the Siemens transformation was a bold promise. Yesterday it became a historic stock market value of €200 billion for the "New Siemens AG". Together with €110 billion for Siemens Energy and €50 billion for Healthineers, this represents an immense increase in value.

The transformation strategy introduced at Siemens in the mid-2010s has been a complete success and has far exceeded expectations:

1️⃣ The "industrially" oriented new Siemens AG $SIE (+0.92%) has consistently continued on the path to "Industry 4.0", the 4th Industrial Revolution. The mission statement was first presented by Siemens and the Federation of German Industries (BDI) in 2013 and specified by Siemens from 2017 to 2019. The fact that it was Americanized as the "Industrial Metaverse" is a missed opportunity for Germany's reputation as an industrial nation. Nevertheless, a German company is setting the pace for the global industrial transformation and is therefore a beacon for the industrial future of our country. The acquisition of Altair marks the beginning of this new CEO era. The "Vision 2020+" strategy has taken full effect. If this integration of hardware and software marketing succeeds, Siemens AG will have a market capitalization of €300 billion in 5 years ... at least.

2️⃣ Siemens Energy $ENR (+0.86%) has also reached a historic all-time high with a market capitalization of €111 billion. After initial challenges, this part of the Siemens transformation has also exceeded its targets - significantly so. Compared to the competition, there is considerable potential for increasing value for all stakeholders. With an order backlog of around €140 billion, Energy is nowhere near the peak of what is possible. Even if those responsible are aware that the demand forecasts fueled by "AI mania" are inflated, the age of electrification has only just begun.

The performance of "#TeamPurple" is outstanding and is currently the benchmark in the energy sector.

3️⃣ Siemens Healthineers $SHL (-0.34%) is and remains the leading provider of healthcare technology in the western world. Although the growth in value after initial successes cannot keep pace with the other two Siemens companies, the potential for development is enormous - if the one-sided shareholder dominance can finally be dismantled.

In all cases, these successes were and are possible because the three companies have outstanding leaders. And great teams.

The Siemens transformation is proof of many things. For three things in particular:

1️⃣ Something is possible in Germany if you approach it boldly and correctly.

2️⃣ Focus, innovative strength, impact - and not size - determine relevance.

3️⃣ Nobody is perfect, but a team can be!

"SIEMENS500 by 2030" is the new "Vision2030": €500 billion market value in 2030!

Hi folks,

I'm about to make a major strategic change to my portfolio this month. I have cracked the €120,000 mark 🎉 and have taken this as an opportunity to weatherproof my allocation for the coming years.

Here is my roadmap:

1. the tax "life hack": FIFO optimization 💡

I stop my previous core ETFs ($VHVG (-0.42%) , $MEUD (-0.38%) , $EXCH (-0.08%) ) and leave them untouched. Why? In Germany, the FIFO principle (First-In-First-Out) applies. By saving new ISINs from now on (MSCI World ex-USA, NASDAQ 100 & MSCI EM), I "protect" my old shares with the high book profits. Later, I can sell the younger tranches first with less profit and massively defer the tax burden.

2nd core update: USA cap & EM limits 🌍

From now on, my core (approx. 74% of the portfolio) will be re-saved with €280 per month. I love US performance, but don't want any bulk risk:

USA cap: maximum 55% in the core.

Emerging markets: cap at 10%

3. satellite & venture: my high-conviction stocks

This area should make up 20% of my portfolio. Here I invest €400-600 per month in themes that I absolutely believe in. Currently in focus:

Cloudflare ($NET (+0.97%) ): Infrastructure & cybersecurity are the basis of everything for me.

Siemens Energy ($ENR (+0.86%) ): My play on the energy transition and grid expansion.

Hims & Hers ($HIMS) (-0.47%)Exciting disruptor in the telehealth sector.

Tech from the Far East: With Xiaomi ($1810 (-4.64%) ) and CATL ($3750 (-0.37%) ) I cover important future markets.

Coinbase $COIN (+4.88%) complements my direct Bitcoin holdings (target: 3.5% crypto share of the overall portfolio).

Other additional stocks are $NBIS (-1.09%) , $000660 and $RKLB (-1.67%)

4. the big goal: retirement in 2054 🏁 or perhaps even earlier

The math is done: I am aiming for a final capital of around € 780,000 by 2054. With a sustainable withdrawal rate of 4%, this will give me a monthly pension of around €2,600 without having to deplete the capital stock in the long term, thus closing my pension gap. It should be mentioned in the calculation that I calculate with a 5% return per year instead of the expected long-term return of 7-8% and therefore include a safety factor.

The whole thing is rounded off with a 3% share of gold (Euwax Gold II) and 17% bonds as a safety anchor.

What do you think of the FIFO tactic? Do you also use different ISINs for the same market in order to remain flexible in terms of tax, or is that too much "portfolio messing around" for you? 😉 And what do you think of my selection in the venture sector?

$ENR (+0.86%)

Siemens Energy has already received inquiries from the United States, Canada and Australia. TenneT Deutschland estimates that around 30 similar systems are needed in Germany alone.

Siemens Energy and Tennet want to provide instantaneous reserve and reactive power with the world's first supercapacitor-based Statcom.

Tuesday, December 23, 2025, 7:56 p.m.

If coal and nuclear energy gradually disappear, grid stability could be jeopardized. In response to this, Siemens Energy and TenneT Deutschland have now built the world's first E-STATCOM in Mehrum - a static reactive power compensator with supercapacitors, also known as SVC PLUS FS, which enables both voltage and frequency stabilization.

"No one has built a supercapacitor-powered STATCOM before," says Hauke Jürgensen, Senior Vice President Grid Solutions at Siemens Energy. "This really is a benchmark in the global energy transition."

Technical grid stability with artificial inertia

Supercapacitors deliver short power surges within milliseconds, creating an "artificial inertia". "The grid is like the human circulatory system: voltage is the blood pressure, current is the blood and frequency is the heartbeat," says Hans-Günther Platz, Project Manager at Siemens Energy. By adding supercapacitors, E-STATCOM can stabilize both voltage and frequency - two parameters instead of one."

Platz also points out that this stability is not temporary, but constant. "Because it's fully automated, it runs around the clock," he says. "This system takes care of the grid while we sleep."

"With this E-STATCOM, we can mitigate key challenges in the grid - and ultimately help to prevent power outages," says Florian Martin, Director of Asset Management at TenneT Deutschland. "It provides important additional services such as frequency stabilization and voltage support and reduces costs thanks to lower maintenance. We are in the middle of the energy transition and time is of the essence - that's why the rapid construction of these systems is essential."

Inside the world's first E-STATCOM

It took three years to build the E-STATCOM facility in Mehrum. Today, the new facility is protected by NATO-compliant security measures such as barbed wire and intrusion protection systems. Anyone entering the air-conditioned halls in Mehrum immediately recognizes the scale of the solution.

In one room, individual supercapacitor cells - each the size of a soda can - are stacked in towers, forming a reservoir of instant electrical energy that can be fed into the grid as artificial inertia. Unlike batteries, which rely on chemical processes, supercapacitors store electricity directly and can deliver power surges in milliseconds.

Next door, power converters consisting of submodules control these pulses and switch huge currents in microseconds. Their systems are cooled by deionized water and pink antifreeze circuits. In the control room, rows of monitors display the system's vital signs: Temperature gauges, system status and a virtual reservoir that fills and drains as the system responds to grid events. And thanks to advanced control systems and monitoring, the entire system operates automatically and is fully remotely controlled and monitored.

Test phase begins

With the construction work completed, the project is now in its final phase. The plant will be tested for months before going into commercial operation, gradually proving that artificial inertia can replace the mechanical stability that fossil fuels once provided.

https://www.topagrar.com/energie/news/siemens-energy-startet-testphase-fur-weltweit-ersten-e-statcom-superkondensator-b-20021003.html

My dears, as we look ahead to the new year, I'm already taking a look around.

With the question of which values could be the winners in 2026.

Last year, I read comments from time to time. Which said that the top performers of 2024 will not perform next year or will even lose.

If I had listened to them, I wouldn't have stayed invested in AppLovin. And I would have missed out on the Tenbagger 2025.

Dear ones, how are you dealing with your TOP performers from this year?

When looking at the TOPs from the indices, I keep noticing which pearls in the NASDAQ Composite are hidden.

My TOPs from this index are in the upper midfield.

It takes a lot of courage and risk to be among the best stocks here. Because as you can see, almost all of these stocks have no P/E ratio. That means they are not profitable.

But there are also these gems in the S and M DAX, and perhaps it is worth taking a closer look here. Even if we like to talk Germany down.

There are also a few surprises, so I wouldn't have bet a flower pot on SMA Solar and Nordex. Even a Tenbagger is off the mark 😂🙈. Or who of you would have expected these stocks to be at the top?

Which value is a surprise for you, and which values do you still see at the top?

After all, a turn of the year shouldn't put an end to momentum.

@Epi
@Krush82

I am at least pleased to be among the winners in some indices. 😘

My TOPs from the stock market indices:

NASDAQ $MU (-1.84%) Micron 205.34 %

$APP (+1.24%) AppLovin 126.32 %

$GOOGL (+1.39%) Alphabet 62.94 %

DAX$SIE (+0.92%) Siemens 24.58 %

$ENR (+0.86%) Siemens Energy 140.30 %

Dow Jones$NVDA (+0.52%) NVIDIA 38.50 %

$MSFT (-1.57%) Microsoft 11.19 %

M DAX - - - - -

NIKKEI$6857 (+6.87%) Advantest 98.45 %

TecDAX$AIXA (-3.02%) Aixtron 17.87 %

SDAX -------

NASDAQ Composite

$FEIM (+1.17%) Frequency Electronics 159 %

$GILT (+0.34%)
Gilat Satellite Networks 102 %

$IESC (+3.5%)
IES Holdings 92,5 %

NASDAQ

DAX

Dow Jones

M DAX

NIKKEI

TecDAX

SDAX

NASDAQ Composite

The US bank JPMorgan has raised its rating for Siemens Energy $ENR (+0.86%) from "Neutral" to "Overweight" - and raised the target price from €100 to €160. This positions Siemens Energy as one of the top investment ideas on the bank's own analyst favorites list.

Background: According to JPMorgan, Siemens Energy is likely to grow significantly faster than most of its competitors in the European capital goods sector in the coming years. The Group is regarded as a "free cash flow machine" with very good prospects for the future.

For investors, this means that if you take a long-term view, Siemens Energy could be an interesting opportunity - provided the future plans work and the energy sector follows suit.

Source: https://www.finanzen.net/nachricht/aktien/auf-favoritenliste-siemens-energy-aktie-im-blick-hochstufung-und-kurszielanhebung-durch-jpmorgan-15334185?utm_source=chatgpt.com

In this video, I analyze two of the current strongest high performers on the market: Siemens Energy, which has achieved an impressive +124% this year, and Microsoft, which has received a new tailwind from a decisive piece of news - the Google antitrust case in the EU has been dropped.

I'll show you why both stocks could rise even further despite their already strong performance for the year, especially now that the end of the year is approaching and institutional investors are window dressing into winning stocks. Contents of the video on $ENR (+0.86%) and $MSFT (-1.57%)

📈 Siemens Energy analysis:

• Technical chart situation: trend, breakouts, price targets
• News analysis: Market reactions & sentiment
• Fundamental valuation: reasons for the +124% momentum
• Why Siemens Energy still has potential

📈 Microsoft analysis:

• EU antitrust case dropped by Google - what does it really mean?
• Valuation & dividend check
• Chart technology: supports, breakout levels, targets
• Why Big Tech could perform particularly strongly now
• Window dressing at the end of the year

Let me explain:

• Why institutional investors are increasingly investing in winning stocks at the end of the year?
• Why strong stocks often become even stronger?
• What specific opportunities does this present for Siemens Energy & Microsoft?

https://www.youtube.com/watch?v=JjNNjzfLJ28&t=50s

How do you see the two stocks?

Good morning, dear getquin community.

I've been looking closely at the CSP hybrid ecosystem from China recently and listened to an interesting article by futurologist Lars Thomsen. Today I would like to tell you why I think this system is one of the most exciting energy projects of the coming years. I don't want to withhold the results of this research from you.

Before we get into the topic, a quick word about the last post.

Thank you for your strong interaction, support, likes and participation. It was good to see that so many of you sent a clear signal to getquin to finally get things moving. It was just as nice to see that it @Tenbagger2024 motivated you to carry on and give new impetus. It's moments like this that keep the community together.

Speaking of momentum.

Today I'm giving you a new one. Because what is currently being built in China is more than just an energy project. It is a blueprint for an infrastructure that, in my eyes, puts coal and nuclear power plants in the shade.

Before we start, a quick note. I already wrote a first post on this topic. I'm now building on this, but in a much more comprehensive, clearly structured way and with more details so that the connections are easier for you to grasp.

I also @SAUgut777 had already addressed the topic back then, so I would like to mention him here as well. I'm including the link to my earlier article, China is reshaping the sun and Energy 4.0 Part 1. https://getqu.in/OIMCfh/
https://getqu.in/G4f1Tk/

The global energy transition will not be won by individual technologies but by integrative systems that must fulfill two decisive factors: Scalability and base load capability . What we are currently seeing in China is the construction of the most modern energy infrastructure that radically solves the decades-old problem of solar and wind volatility. Not with wind turbines and solar panels alone, but with a system that supplies base load, integrates storage and enables scaling. The centerpiece is the CSP Hybrid Ecosystemin which solar thermal energy, photovoltaics and gigantic battery storage units are combined to create a continuous 24/7 power source power source.

Technically explained: The new paradigm is the CSP hybrid ecosystem. It combines the rapidly erected photovoltaic (PV) fields with the thermal storage of Concentrated Solar Power (CSP) plants and complements both with massive Battery Energy Storage System (BESS). This intelligent coupling provides stable electricity 24 hours a day, 7 days a week and makes the system a direct and superior competitor to coal and nuclear power.

How the system works

1. mirrors collect sunlight

The surface at the bottom left consists of many movable mirrors (heliostats, point 1).

They are constantly aligned with the sun and focus the light onto the top of the tower (reflected sunlight, point 2).

2. the tower heats a heat medium

The solar oven (3) is located at the top of the tower.

There, the concentrated light hits a system of pipes through which a heat-conducting fluid runs (typically molten salts or oil).

This fluid becomes extremely hot, often several hundred degrees (4).

3. heat is converted into vapor

At the bottom of the building, the hot fluid transfers its energy to water in the steam generator (6), turning it into steam under high pressure (7). Pumps (5) keep the cycle going: hot fluid → cooled fluid → back up into the tower.

4. turbine and generator produce electricity

The pressurized steam drives a turbine (8). The turbine is connected to a generator (10), which converts the mechanical energy into electricity.

5. steam is liquefied again

The steam then enters the condenser (9), cools down and becomes water again. Then it goes back into the steam generator.

6. feed into the power grid

The electricity is brought to a higher voltage via a transformer (11) and fed into the grid via the high-voltage lines (12).

The gigawatt comparison and the true added value. A modern nuclear power plant constantly supplies around 1 GW to 1.6 GW of power. This output is continuous but extremely expensive, inflexible and ties up capital for over a decade. A CSP hybrid park in the Chinese desert can achieve a peak output of 5 GW. However, the real added value is the guaranteed base load capacity of 1 GW to 3 GW that can be called up 24/7 thanks to integrated thermal storage and batteries. This intelligent coupling provides stable electricity and makes the plant a direct and superior competitor to coal and nuclear power. This is the disruptive difference: the new generation delivers the same necessary base load but with much higher capital efficiency and 10 years shorter construction time. This makes nuclear power plants an outdated investment model.

The economic key lies in China Speed. It takes ten to 15 years for a nuclear power plant to produce any electricity at all. The Chinese mega bases reach base load capability in 18 to 24 months. This rapid time to market reduces capital costs and raises profitability to a level that is unattainable for traditional power generation.

🌍 Globalization of the Sun Belt: 8 investment pillars

China is exporting the hybrid model to the entire global sunbelt. MENA, North Africa, South America, Australia and Central Asia are among the new core markets. The pipeline is growing every year. The investment opportunities lie in the 8 fundamental pillars that make this infrastructure possible:

1. optics and mirror technology - These companies provide the optical basis for every CSP park

Big players

$SGO (-3.91%) Saint-Gobain (EPA: SGO) - France - World leader in specialty glass and high-tech materials. Supplies glass solutions and coatings for heliostats and CSP mirror systems.

Schott AG - Germany, private - Specialty glass and receiver tubes for many of the existing CSP plants. Key role in collector efficiency and lifetime.

Hidden champions

Rioglass Solar - Spain, private - Market leader for curved mirrors and receiver components especially for CSP parks. Strong in projects in Spain, MENA and Latin America.

Flabeg FE - Germany, private - High-precision mirrors for solar thermal energy. Supplies optics that directly determine the efficiency of power plants.

$000012 CSG Holding - China, Shenzhen - Large Chinese glass manufacturer with a growing focus on solar and CSP glass products.

2. storage chemistry and thermal media - They supply the chemical storage media for molten salt storage and heat transfer

Big player

$NTR (+4.05%) Nutrien (NYSE: NTR / TSX: NTR) - Canada - One of the largest fertilizer and nitrate suppliers in the world. Supplies nitrates for thermal storage and molten salt mixtures.

$YAR (+2.58%) Yara International (OSE: YAR) - Norway - Global fertilizer company. Produces nitrates and nitrogen chemicals that can be used in molten salt storage facilities.

$OCI (+0.06%) OCI N.V. (AMS: OCI) - Netherlands - Produces hydrogen and natural gas-based products, including nitrogen chemicals for thermal storage solutions.

Hidden Champions

$SQM (+4.05%) Sociedad Química y Minera (NYSE: SQM) - Chile - Lithium and specialty chemicals producer. Supplies lithium and nitrate salts for battery and thermal storage.

$MIN (+4.91%) Mineral Resources (ASX: MIN) - Australia - Combines lithium mining and processing. Important for lithium-based storage chains.

$SOLB (-0.85%) Solvay (EBR: SOLB) - Belgium - Specialty chemicals and heat transfer fluids, relevant for CSP and storage applications.

3. battery and energy storage systems (BESS) - The combination of BESS and thermal storage is the real 24/7 engine of CSP parks

Big player

$3750 (-0.37%) CATL - China - World market leader for EV batteries and large-scale storage. Supplies complete BESS systems for grids and CSP hybrid parks.

$1211 (+0.75%) BYD Co Ltd - China - Integrated battery and system provider. Provides energy storage systems for industrial and utility-scale applications.

$373220 LG Energy Solution (KRX: 373220) - South Korea - Global cell supplier with a strong focus on high-performance cells for e-mobility and stationary storage.

$SMSN (-1.46%) Samsung SDI (KRX: 006400) - South Korea - Premium cells and modular storage solutions for grid and industrial applications.

Hidden Champions

$FLNC (+2.01%) Fluence Energy (NASDAQ: FLNC) - USA - Joint venture between Siemens Energy and AES. Market leader in turnkey large-scale storage projects and operating software.

Powin Energy - USA, private - System integrator for utility-scale storage with a strong presence in North America and Asia.

$300274 Sungrow Power Supply (SZSE: 300274) - China - Well-known for inverters, growing strongly in the area of integrated BESS solutions for large-scale projects.

4. HVDC, cables and power transmission - HVDC turns desert power into exportable base load power

Big player

$HTHIY (+1.05%) Hitachi Energy - Switzerland / Japan, part of the Hitachi Group $HTHIY - World leader in HVDC converters, substations and grid control.

$PRY (+0.17%) Prysmian (BIT: PRY) - Italy - Largest manufacturer of high-voltage cables and submarine cables, central role in European HVDC projects.

$NEX (+1.1%) Nexans (EPA: NEX) - France - Specialized in power and submarine cables, important for long-distance transmission of desert electricity to Europe.

$ABBN (+0.68%) ABB (SWX: ABBN) - Switzerland - HVDC converters, switchgear and grid automation for large-scale projects.

Hidden Champions

$NKT (-0.61%) NKT A/S (CPH: NKT) - Denmark - Cable specialist with a focus on high-voltage and offshore wind connections.

Taihan - South Korea, private - Major Asian manufacturer of high-voltage cables with a growing export share.

$ANA (+0.34%) Acciona (BME: ANA) - Spain - Not only EPC, but also active in grid connections and infrastructure for large-scale renewable projects.

5. hydrogen and Power-to-X - Surplus electricity from hybrid parks is processed into green hydrogen

Big player

$LIN (-0.16%) Linde plc (NASDAQ: LIN) - Ireland / global - The world's largest industrial gases group. Plans, builds and operates large-scale electrolysis and liquefaction plants for green hydrogen.

$NCH2 (-0.52%) thyssenkrupp nucera (XETRA: NCH2) - Germany - Specialist for multi-gigawatt scale alkaline electrolyzers, key supplier for industrial H2 projects.

$NEL (+0.63%) Nel ASA (OSE: NEL) - Norway - Pure hydrogen player with focus on electrolyzers and H2 tank infrastructure.

Hidden Champions

$PLUG (+0.26%) Plug Power (NASDAQ: PLUG) - USA - PEM electrolysis, fuel cells and H2 infrastructure, increasingly involved in large-scale projects.

$BE (+2.05%) Bloom Energy (NYSE: BE) - USA - Develops higher efficiency solid oxide electrolyzers for industrial H2 generation.

$ITM (+2.74%) ITM Power (LSE: ITM) - United Kingdom - Focused on utility-scale PEM electrolysis, strong in European project business.

$HPUR (+3.51%) Hexagon Purus (OSL: HPUR) - Norway - Specialist in high-pressure tanks and transportation solutions for compressed hydrogen.

6. EPC, engineering and construction - These companies enable construction in less than two years

Big players

$601669 Power Construction Corporation of China (SSE: 601669) - China - One of the largest engineering and construction groups in the world. Builds dams, large-scale PV and CSP plants, including grid connection.

$601727 Shanghai Electric Group (SSE: 601727) - China - Full-service provider for CSP, turbines, storage integration and EPC services.

$ANA (+0.34%) Acciona (BME: ANA) - Spain - Global EPC player for solar, wind and CSP, strong in MENA and Latin America.

Hidden champions

SEPCO III - China, private - Highly specialized EPC for large power plants and CSP projects, often partner in Saudi Arabia and North Africa.

$WOR (-1.32%) Worley Limited (ASX: WOR) - Australia - Engineering and project services provider for energy infrastructure, including hybrid and storage projects.

$3996 (-0.81%) China Energy Engineering Corp (HKEX: 3996) - China - Large state-owned EPC group, active in the development of solar and grid projects in Asia, Africa and MENA.

7. turbines and power plant technology - CSP Hybrid is ultimately based on modern thermal power technology, only climate neutral

Big player

$ENR (+0.86%) Siemens Energy (XETRA: ENR) - Germany - Turbines, generators, switchgear and grid solutions. Core supplier for the thermal side of CSP hybrids.

$GE (+1.72%) General Electric (NYSE: GE) - USA - Steam turbines and power plant technology used directly in hybrid farms and thermal storage systems.

Hidden champions

$1072 (-2.17%) Dongfang Electric (HKEX: 1072) - China - Major turbine and power plant equipment supplier, strong in domestic market and MENA project.

$1133 (-3.22%) Harbin Electric (HKEX: 1133) - China - Manufacturer of turbines, generators and power plant components, active in large-scale conventional and renewable power plants.

8. blade manufacturers and construction materials for CSP hybrid parks

8.1 Construction and mining equipment

Big Player

$CAT (+1.48%) Caterpillar (USA, NYSE: CAT) - World's largest manufacturer of construction and mining equipment, dozers, excavators, dump trucks, generators. Provides heavy equipment for earthmoving, foundation construction and park infrastructure.

$6301 (-0.44%) Komatsu (Japan, TSE: 6301) - Number two worldwide in construction and mining equipment. Excavators, wheel loaders, large dump trucks and special machines used in desert projects and large construction sites.

$SAND (+1.08%) Sandvik (Sweden, OMX: SAND) - Drilling technology, rock processing, wear parts. Important for foundation construction, cable routes and the raw materials side of the value chain.

$EPI A (-1.33%) Epiroc (Sweden, OMX: EPI A) - Drilling rigs and underground equipment, wherever CSP infrastructure is built on difficult terrain.

Hidden champions

$6305 (+0%) Hitachi Construction Machinery (Japan, TSE: 6305) - Strong presence in Asia and MENA, large excavators and wheel loaders for deserts and large construction sites.

$DE (+1.93%) Wirtgen Group / John Deere $DE (USA) - Road construction, milling, compaction. Benefit from the expansion of access roads, platforms and logistics around CSP parks.

8.2 Steel, tubes and sections

Big player

$MT (+0.6%) ArcelorMittal (Luxembourg, NYSE: MT) - Global steel group with flat and long products. Supplies beams, sections and structural steel for tower structures, racks and infrastructure.

$5401 (-1.14%) Nippon Steel (Japan, TSE: 5401) - High-quality steel for energy and infrastructure applications, including heat-resistant steels.

$TEN (+3.35%) Tenaris (Luxembourg/Argentina, NYSE: TS) - Leading manufacturer of seamless steel tubes for energy, pipelines and high-pressure systems. Relevant for heat exchanger circuits, media pipelines and infrastructure in the CSP environment.

$VK (+1.04%) Vallourec (France, EPA: VK) - Specialty tubes and high-performance steels for energy projects, including high-temperature pipelines.

Hidden Champions

$5411 (+0.88%) JFE Holdings (Japan, TSE: 5411) - steels and tubes for large-scale projects, with a focus on Asia.

$TUB (-0.14%) Tubacex (Spain, BME: TUB) - Seamless stainless steel tubes for high temperature and corrosive environments, directly relevant for CSP heat and process piping.

$NXT Nextpower (USA) - Steel-intensive tracker systems for PV fields. Important in hybrid parks where PV and CSP are combined.

$ARRY (+0.16%) Array Technologies (USA) - Similar to Nextracker, focus on utility-scale tracking systems.

8.3 Cement, concrete and construction chemicals

Big player

$HOLN (-1.85%) Holcim (Switzerland, SIX: HOLN) - The world's leading supplier of cement and concrete. Supplies foundation concrete, specialty mortars and infrastructure construction materials for major projects, including desert locations.

$HEI (-2.28%) Heidelberg Materials (Germany, Xetra: HEI) - Strong player in Europe, North Africa and Asia. Cement, concrete and aggregates for foundations, turbine houses, storage blocks.

$CX (-0.47%) Cemex (Mexico, NYSE: CX) - Globally active in cement and concrete, supplier for infrastructure in MENA and the Americas.

$CRH (-2.92%) CRH plc (Ireland, NYSE: CRH) - Building materials group with a focus on infrastructure, road construction and precast concrete products.

Hidden Champions

$ULTRACEMCO UltraTech Cement (India, NSE) - India's largest cement manufacturer, relevant for CSP projects in the subcontinent and neighboring regions.

Votorantim Cimentos (Brazil, private / regionally listed) - Strong supplier in Latin America with a direct link to infrastructure and energy projects.

8.4 Industrial components, heat exchangers and process equipment

Big player

$ALFA (-1.55%) Alfa Laval (Sweden, OMX: ALFA) - Heat exchangers, pumps and separators. Key components for thermal storage, steam generation and process heat in CSP plants.

$FLS (+0.79%) Flowserve (USA, NYSE: FLS) - Pumps, valves and sealing systems for high-temperature and high-pressure circuits in energy plants.

$SPX (-1.52%) Spirax Group (UK, LSE: SPX) - Steam and condensate technology, control valves and heat exchange systems, important for the fine control of thermal circuits.

Hidden champions

$IMI (-1.63%) IMI plc (UK, LSE: IMI) - Specialty valves and control technology for the energy and process industries, especially for demanding media.

$KSB (+1.25%) KSB SE (Germany, Xetra) - Pumps and valves for the energy, water and process industries. Suitable for cooling water, heat transfer media and storage systems in CSP parks.

🎯 Conclusion and outlook

The CSP hybrid ecosystem eliminates the weaknesses of renewable energies and uses China Speed as an economic lever. This combination creates a capital efficiency that will overtake traditional energy generation in the long term. The investment opportunities range from the Asian battery giants to the European HVDC specialists.

The fundamental question is whether European regulators can adjust the speed of the approval process to allow the continent to keep up with the pace of the Sahara projects and the European EPC companies operating there, or whether the continent will be left behind in terms of energy self-sufficiency.

Takeaway

The real investment case lies in the efficiency superiority of the CSP hybrid system. The ability to provide gigawatts of base load within two years, coupled with thermal storage and BESS, makes this infrastructure one of the strongest energy models of the future. This benefits optics, chemistry, BESS, HVDC, hydrogen, EPC and turbine manufacturers.

Sources: own research + IEA, IRENA, NREL, Fraunhofer ISE, SolarPACES, World Bank, Ember Climate, company reports & technical documentation of the companies mentioned.

Image: https://videos.winfuture.de/27754.mp4

Getty Images, Illustrative image - JLStock / Shutterstock.com

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