Securities Times · databao found that Zhejiang, Henan, Sichuan and other places have written energy storage into the government work report, and vigorously developing the energy storage industry chain has become the highlight of many provinces and cities in 2022. Some local governments have listed energy storage in their development plans for 2021 or the 14th five year plan, and a number of projects have “blossomed and fruited”. For example, the 2021 plan of Inner Mongolia includes the action of “revitalizing Mongolia through science and technology”, specifically including strengthening the construction of innovation platform, focusing on new rare earth materials, large-scale energy storage, modern agriculture and animal husbandry, energy conservation and environmental protection.
large scale application of energy storage
is expected to break out
According to insiders, energy storage is an important support for building a new power system with new energy as the main body. Energy storage is the buffer pool for new energy power generation. Without energy storage, there will be problems in the matching between new energy and power grid. According to the analysis of Sinolink Securities Co.Ltd(600109) , energy storage can be applied to power frequency modulation auxiliary service, standby power supply, smoothing fluctuation and other scenarios to solve the problems of power grid instability and power abandonment caused by wind and solar power generation.
In 2021, the national development and Reform Commission issued the guidance on accelerating the development of new energy storage, encouraging the active development of energy storage batteries, realizing the transformation of new energy storage from initial commercialization to large-scale development by 2025, with an installed capacity of more than 30GW, and realizing the comprehensive market-oriented development of new energy storage by 2030.
In the context of the great development of new energy, the industry’s demand for energy storage is increasing rapidly. Huaxi Securities Co.Ltd(002926) said that under the background of carbon peak and carbon neutralization, the inflection point of new energy storage is coming. Anxin Securities pointed out that under the assumption that the proportion of supporting new energy for energy storage has increased from about 1% to about 15%, it is estimated that the installed capacity of global electrochemical energy storage may reach 200gwh in 2025, corresponding to a compound growth rate of more than 70% from 2021 to 2025. It is a rare track with high growth and sustainable dual attributes.
individual stocks of energy storage industry chain
Significant pullback after years
According to the Research Report of securities companies, the announcement of listed companies and the statistics of data treasure, there are more than 50 stocks in the energy storage industry chain. As of the closing on January 27, the value of the above-mentioned concept stock a stock market exceeded 5 trillion.
After entering 2022, the A-share new energy track was cold, and the energy storage sector was also hit hard. Since January, the average decline of stocks in the energy storage industry chain has reached 13.43%, which is higher than that of the Shanghai stock index in the same period. The decline of 8 stocks such as Shenzhen S.C New Energy Technology Corporation(300724) , Shenzhen Center Power Tech.Co.Ltd(002733) , Veken Technology Co.Ltd(600152) , Sungrow Power Supply Co.Ltd(300274) has exceeded 20%.
According to the fund’s position in the fourth quarter, by the end of 2021, individual stocks in the energy storage industry chain had obtained 6955 fund positions, and more than 100 funds with 18 shares. The number of funds with positions such as Contemporary Amperex Technology Co.Limited(300750) , Longi Green Energy Technology Co.Ltd(601012) , Eve Energy Co.Ltd(300014) , Byd Company Limited(002594) , Sungrow Power Supply Co.Ltd(300274) ranked among the top five. The number of Contemporary Amperex Technology Co.Limited(300750) position funds is 1662, ranking first. In terms of the whole market, the number of position funds of this stock is second only to Kweichow Moutai Co.Ltd(600519) . As of January 27, Contemporary Amperex Technology Co.Limited(300750) a stock market was worth 1.35 trillion, still ranking second in a shares.
northward capital increase
energy storage concept stocks nearly 10 billion
According to the latest results released, among the 19 stocks that released performance data, except Zhejiang Narada Power Source Co.Ltd(300068) , the net profit of other stocks in 2021 was in the state of pre increase. The net profit of four shares including Ningbo Shanshan Co.Ltd(600884) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , Wuxi Shangji Automation Co.Ltd(603185) increased by more than 200% in advance. Ningbo Ronbay New Energy Technology Co.Ltd(688005) it is estimated that the net profit in 2021 will be 890 million yuan to 920 million yuan, with a year-on-year increase of 317.71% to 331.79%. When talking about performance changes, the company said that the penetration rate of high nickel technology route in new energy vehicle terminals was further improved. Driven by the high demand of downstream customers, the new production capacity of the company was accelerated, and the annual sales volume doubled year-on-year.
From the perspective of capital, after the capital festival in the north, a large amount of money is added to individual stocks in the warehousing energy industry chain. Data treasure statistics show that among the above 50 stocks, according to the rough calculation of the average transaction price in the range, a total of 9.5 billion yuan of northward capital has been obtained since January.
Six shares including Yunnan Energy New Material Co.Ltd(002812) , Longi Green Energy Technology Co.Ltd(601012) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , Byd Company Limited(002594) , Sungrow Power Supply Co.Ltd(300274) , Ningbo Shanshan Co.Ltd(600884) have been increased by more than 1 billion yuan. Lithium battery diaphragm leader Yunnan Energy New Material Co.Ltd(002812) won the first increase of 2.069 billion yuan. The company expects the net profit to be 2.66 billion to 2.76 billion yuan in 2021, with a year-on-year increase of 138.44% to 147.4%.
Some stocks are favored by financiers while increasing their positions in the north. According to the statistics of databao, Byd Company Limited(002594) , Eve Energy Co.Ltd(300014) , Suzhou Maxwell Technologies Co.Ltd(300751) , Sungrow Power Supply Co.Ltd(300274) and other four shares received financing, and the amount of capital increase in Beishang exceeded 100 million yuan.
