Plate market this week (20214-20218)
Power equipment and new energy sector: Rose 5.53% last week, ranking first in terms of rise and fall, stronger than the market. In terms of sub sectors, the energy storage index increased the most and the nuclear power index increased the least.
New energy vehicles: in January, the penetration rate of new energy vehicles was 16.6%, and the loading volume of power batteries increased year-on-year
According to the statistics of the passenger Federation, in January 2022, the retail sales volume of Shanxi Guoxin Energy Corporation Limited(600617) passenger cars reached 352000, an increase of 127% and a decrease of 26%, and the retail penetration rate reached 16.6%. In terms of models, the growth of Byd Company Limited(002594) Dynasty is amazing. A number of models rank among the top 5 in the sales list of new energy passenger vehicles, with a total sales volume of 93000, an increase of 358.4% at the same time. In terms of power batteries, the total loading volume in January was 16.2gwh, an increase of 86.9%, of which the loading volume of ternary batteries and lithium iron phosphate were 7.3gwh and 8.9gwh respectively; The leading position of Contemporary Amperex Technology Co.Limited(300750) is stable, and the power battery market accounts for 50.2%.
New energy power generation: stable fundamentals, waiting for the spring breeze
Recently, the national development and Reform Commission, the Ministry of industry and information technology, the Ministry of Finance and other 12 departments jointly issued the notice on several policies to promote the steady growth of industrial economy, pointing out that they should organize and implement the special action for the innovation and development of photovoltaic industry, implement the construction of large-scale wind power photovoltaic bases in desert Gobi desert areas, and encourage the development of distributed photovoltaic in the Middle East; Promote the development of offshore wind power in Guangdong, Fujian, Zhejiang, Jiangsu and Shandong; Drive Cecep Solar Energy Co.Ltd(000591) battery and wind power equipment industry chain investment. At the same time, implement the policy of excluding the consumption of new renewable energy and raw materials from the total energy consumption control; Optimize the assessment frequency, and the target of energy consumption intensity is to make an overall assessment within the 14th Five Year Plan period.
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 duration of the global epidemic exceeded expectations, the policy did not meet expectations, and the price fell more than expected due to the intensification of industrial competition
