China Times (www.chinatimes. Net.. CN.) Reporter Li future trainee reporter Jiao Yanli reports from Beijing
This week (February 14-february 18), the top 10 of China stock market news energy storage concept sector rose almost all, and the sector also turned red for the first time after falling for five consecutive weeks. Among the 10 enterprises that the reporter of Huaxia times focused on monitoring, 9 rose and 1 fell. Tianqi Lithium Corporation(002466) rose 15.27% in the week, the highest among the top 10 stocks.
This week, the energy storage concept sector of China stock market news increased by 4.02% during the week, with a total turnover of 125 million hands, a total turnover of 284.059 billion yuan, and a turnover rate of 7.32%.
Contemporary Amperex Technology Co.Limited(300750) share price rebounded
After a sharp drop of 17.30% last week, the share price of Contemporary Amperex Technology Co.Limited(300750) rebounded this week, rising 7.65% as a whole during the week, and the share price returned to above 500 yuan. The rise of Contemporary Amperex Technology Co.Limited(300750) share price this week also led to a slight rise of 2.93% in the gem index as a whole.
On February 14, Changjiang Securities Company Limited(000783) research report said that it gave Contemporary Amperex Technology Co.Limited(300750) a buy rating for three reasons: first, Contemporary Amperex Technology Co.Limited(300750) accelerated capacity expansion and in-depth layout, continuously increased market share and low valuation; Second, Contemporary Amperex Technology Co.Limited(300750) is full of toughness, the cost side pressure is controllable, and the gross profit margin of energy storage battery remains at a high level of 35%; Third, Contemporary Amperex Technology Co.Limited(300750) sodium ion battery technology is ready to go.
While giving the buy rating, Changjiang Securities Company Limited(000783) also gave risk tips such as “the sales volume of new energy vehicles is lower than expected”, “the competition pattern of power battery industry has deteriorated”, “changes in market policies” and so on.
In terms of industry, on February 14, Zhejiang Tianneng new energy Co., Ltd. signed a strategic cooperation agreement with Wendeng District People’s Government of Weihai City, Shandong Province and Datang Shandong Power Generation Co., Ltd. the three parties will cooperate in the field of photovoltaic new energy and jointly build a multi-energy complementary base of one million kilowatts of new energy in Shandong Province.
Do-Fluoride New Materials Co.Ltd(002407) Yangfu New Material Co., Ltd., a holding subsidiary of Do-Fluoride New Materials Co.Ltd(002407) , announced the introduction of strategic investors through capital and share increase. Do-Fluoride New Materials Co.Ltd(002407) said that the introduction of strategic investors can further strengthen the financial strength of subsidiaries and improve the competitiveness and anti risk ability of subsidiaries.
Qinghai Salt Lake Industry Co.Ltd(000792) recently said that the company has established a salt lake Byd Company Limited(002594) company with Byd Company Limited(002594) . At present, Byd Company Limited(002594) is leading the pilot test of relevant lithium extraction technology.
In terms of the trend of the sector, the trend of Contemporary Amperex Technology Co.Limited(300750) , Ganfeng Lithium Co.Ltd(002460) , Qinghai Salt Lake Industry Co.Ltd(000792) this week is similar. It is mainly rebound from Monday to Thursday, and callback on Friday. This week Eve Energy Co.Ltd(300014) , Do-Fluoride New Materials Co.Ltd(002407) , Gotion High-Tech Co.Ltd(002074) is mainly shock adjustment.
According to the capital flow of China stock market news energy storage concept sector after one week’s trading, the net inflow of super large orders and small orders in energy storage concept sector this week was 44 billion yuan and 972 million yuan. The net outflow of large orders and medium orders in energy storage concept sector this week was mainly 434 million yuan and 4.76 billion yuan respectively.
new policies in Inner Mongolia, Zhejiang and other places support the development of new energy storage
On February 15, the general office of the people’s Government of Inner Mongolia Autonomous Region issued the notice of the 14th five year plan for energy conservation of Inner Mongolia Autonomous Region. The notice said that we should optimize the energy consumption structure of the data center, explore diversified energy supply modes, adopt natural cold source, DC power supply, “photovoltaic + energy storage”, distributed energy storage and other technical modes according to local conditions, and increase the proportion of non fossil energy consumption.
The people’s Government of Heilongjiang Province issued the implementation plan for establishing and improving a green and low-carbon circular development economic system in Heilongjiang Province. The plan points out that priority should be given to the development of non fossil energy, large-scale and base development of wind energy and Cecep Solar Energy Co.Ltd(000591) resources, promoting the full utilization of biomass energy instead of bulk coal, promoting the demonstration of Jiamusi integrated small nuclear heating reactor, and carrying out pilot applications of clean energy such as geothermal energy and hydrogen energy; Improve the green development level of transportation infrastructure, accelerate the construction of green transportation infrastructure, and orderly promote the construction of charging piles, supporting power grids, filling (gas) stations, hydrogen refueling stations and other infrastructure.
The people’s Government of Zhejiang Province issued the “Implementation Opinions on fully, accurately and comprehensively implementing the new development concept and doing a good job in carbon peak and carbon neutralization”. The opinions pointed out that it is necessary to actively develop low-carbon energy, orderly promote the layout and construction of pumped storage power stations, accelerate the construction of energy storage facilities, encourage the integration of “source network, load and storage”, improve the proportion of clean energy transmitted by the built UHV channel, and promote the construction of the fourth UHV DC channel to Zhejiang.
