The energy storage and photovoltaic concepts had an active intraday trend on the 17th. As of press time, Fujian Yongfu Power Engineering Co.Ltd(300712) increased by more than 13%, Guangzhou Great Power Energy&Technology Co.Ltd(300438) increased by more than 12%, Jinyuan Ep Co.Ltd(000546) , Shandong Fengyuan Chemical Co.Ltd(002805) limit, Shenzhen Kstar Science & Technology Co.Ltd(002518) , Pylon Technologies Co.Ltd(688063) , Ningbo Deye Technology Co.Ltd(605117) and other energy storage concepts increased by more than 9%; In terms of photovoltaic concept, Shenzhen Sunrise New Energy Co.Ltd(002256) , Ginlong Technologies Co.Ltd(300763) increased by about 9%, Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) increased by nearly 7%, Spic Dongfang Energy Corporation(000958) increased by more than 6%.
For the photovoltaic industry, Shanxi Securities Co.Ltd(002500) said that some photovoltaic enterprises have recently released performance forecasts for 2021. According to the information released at present, the upstream and downstream profits of the photovoltaic industry are differentiated in 2021. The overall profits of enterprises in the silicon material and silicon wafer link are good, and most professional battery, module manufacturers and some auxiliary material enterprises have losses. In addition, in the module and silicon wafer link, The profitability gap between leading enterprises and second and third tier enterprises tends to widen. The Minister of finance of India will raise the import tariff of PV modules to 40% in the medium term, which will stimulate the construction of PV modules in India. From April to April, the Minister of finance of India will propose a certain incentive plan for the construction of PV modules in the short term, which will stimulate the import demand of Indian enterprises. Long term optimistic about the leader of vertical integrated components and the leading inverter enterprises with leading layout in the field of energy storage: Longi Green Energy Technology Co.Ltd(601012) , Ja Solar Technology Co.Ltd(002459) , Sungrow Power Supply Co.Ltd(300274) , Ginlong Technologies Co.Ltd(300763) .
For the energy storage industry, Everbright Securities Company Limited(601788) pointed out that energy storage is currently in a period of accelerated development, and the development of energy storage outside China has increased significantly. It is estimated that the growth rate of the energy storage industry will exceed 100% in 2022, and the global installed capacity of electrochemical energy storage is expected to be about 20-25 / 50 / 80gwh from 2021 to 2023. Compared with other sectors of Dianxin, energy storage is still the segment track with the fastest growth rate. If the energy storage data further exceeds expectations after the first quarterly report is released, the valuation “anchor” of energy storage is expected to rise. At present, the overall allocation value of the sector is gradually emerging. In addition, the current development of new technologies such as iron chromium flow battery has little impact on the energy storage route of lithium-ion battery represented by Contemporary Amperex Technology Co.Limited(300750) . At present, the energy storage is mainly based on the short-term energy storage configuration of 1-2 hours. Compared with other new energy storage routes, the comprehensive cost of lithium-ion battery route is lower. Iron chromium liquid flow battery and all vanadium liquid flow battery have great development potential in the field of long-term energy storage.
