Plate market this week (20207-20211)
Power equipment and new energy sector: it fell 8.18% last week, ranking 21st in terms of rise and fall, weaker than the market. In terms of sub sectors, the nuclear power index increased the most and the energy storage index increased the least.
New energy vehicles: Tesla Q4’s performance has increased, and the core position of the industrial chain has been highlighted
Tesla‘s quarterly delivery continued to rise. In 22 years, it will focus on capacity expansion, postpone mass production of new models, and further accelerate the release of capacity. 21q4 achieved a revenue of US $17.7 billion, a year-on-year increase of 65%; The net profit was US $2.3 billion, a year-on-year increase of 760%; The gross profit margin was 27.4% and the net profit margin was 13.2%, with a year-on-year increase of 8.1pcts and 10.5pcts respectively, and a month on month increase of 0.75pcts and 1.16pcts respectively. The gross profit margin of automobile business was 30.6%, reaching a new high.
New energy power generation: the energy revolution has been carried out to the end, and the double carbon goal has been firmly promoted
Recently, the national development and Reform Commission issued the opinions on improving the institutional mechanisms and policy measures for green and low-carbon energy transformation, emphasizing that a complete basic system and policy system for green and low-carbon energy development should be basically established by 2030. Combined with the unexpected submission volume of the second batch of 400gw some time ago, we believe that the opinions once again emphasize the country’s determination to promote the development of new energy and provide support for the growth of new energy demand. Up to now, about 16.1gw photovoltaic modules have been opened and awarded in 2022, with an average price of about 1.845 yuan / W. The lowest price for purchasing 500 MW (including tower, anchor bolt, etc.) of China Resources Power Abaga banner beligutai (including tower, anchor bolt, etc.) opened on February 9 is 2002 yuan / kW for CRRC Zhuzhou Research Institute. After removing the tower anchor bolt, the fan may be reduced to less than 1600 yuan / kW.
Industrial control and power equipment: the overall industrial industry is improving, and the industrial Siasun Robot&Automation Co.Ltd(300024) output has increased year-on-year
In January, PMI remained above the boom and bust line, and the downstream prosperity continued to improve. The added value of industries above designated size increased by 9.6% year-on-year, and the profits of industrial enterprises remained at a high level. China continued to maintain the world’s largest industrial Siasun Robot&Automation Co.Ltd(300024) application market, and the annual industrial Siasun Robot&Automation Co.Ltd(300024) output reached 318000 sets / set, up 48.03% year-on-year. Siasun Robot&Automation Co.Ltd(300024) the new products are developing towards high precision, high security and convenience, and are widely used in many emerging industries.
Focus this week:
Contemporary Amperex Technology Co.Limited(300750) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Hongfa Technology Co.Ltd(600885) , Yunnan Energy New Material Co.Ltd(002812) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) , Longi Green Energy Technology Co.Ltd(601012) , Jingke energy, Ningbo Deye Technology Co.Ltd(605117) , Shanghai Moons’ Electric Co.Ltd(603728)
Risk tips:
The global epidemic lasted longer than expected, the policy did not meet expectations, and the price fell more than expected due to the intensification of industrial competition.
