Heavy energy storage planning was released, and many concept stocks were bottomed out.
the 14th five year plan for the development of new energy storage was issued
Recently, the national development and Reform Commission and the Energy Administration issued the implementation plan for the development of new energy storage in the 14th five year plan. The scheme is proposed to promote diversified technology development. carry out research on key core technologies, equipment and integrated optimization design such as sodium ion battery, new lithium ion battery, lead carbon battery, liquid flow battery, compressed air, hydrogen (ammonia) energy storage and thermal (cold) energy storage, focus on energy storage technologies such as superconductivity and supercapacitor, and develop liquid metal battery, solid lithium ion battery Metal air battery and other new generation high energy density energy storage technologies. Break through the whole process safety technology. Break through key technologies such as battery intrinsic safety control, safety early warning of electrochemical energy storage system, multi-level protection structure and key materials of the system, efficient fire extinguishing and anti reburning, and overall safety design of energy storage power station, so as to support the safe operation of large-scale energy storage power station.
The document puts forward the development goal: by 2025, the new energy storage will enter the stage of large-scale development from the initial stage of commercialization and have the conditions for large-scale commercial application. The innovation ability of new energy storage technology has been significantly improved, the independent and controllable level of core technology and equipment has been greatly improved, and the standard system has been basically improved. The industrial system is becoming more and more complete, and the market environment and business model are basically mature. Among them, the performance of electrochemical energy storage technology is further improved, and the system cost is reduced by more than 30%; Steam extraction and energy storage of thermal power and nuclear power units rely on new energy storage technology of conventional power supply and energy storage technology of 100MW compressed air to realize engineering application; Megawatt flywheel energy storage and other mechanical energy storage technologies are gradually mature; Breakthroughs have been made in long-time scale energy storage technologies such as hydrogen energy storage and hot (cold) energy storage.
By 2030, new energy storage will be fully market-oriented. The new energy storage core technology and equipment are independent and controllable, the technological innovation and industrial level are firmly in the forefront of the world, the market mechanism, business model and standard system are mature and sound, and are deeply integrated with all links of the power system, which basically meets the needs of building a new power system and comprehensively supports the realization of the goal of carbon peak in the energy field as scheduled.
Since the second half of 2021, under the background of accelerating the transformation of energy structure, new energy storage related policies have been gradually implemented. In the previously issued guidance on accelerating the development of new energy storage (Draft for comments), it is proposed to realize the transformation of new energy storage from the initial stage of commercialization to large-scale development by 2025, with an installed capacity of more than 30 million KW; By 2030, the comprehensive market-oriented development of new energy storage will be realized, and the core technology and equipment of new energy storage will be independent and controllable. Local energy storage guarantee policies have been further expanded. Up to now, more than 20 provinces have defined the specification requirements of supporting energy storage equipment, and clearly specified the requirements of distribution and storage proportion and configuration duration.
According to Everbright Securities Company Limited(601788) prediction, China’s energy storage investment market space will reach 0.45 trillion yuan by 2025 and increase to about 1.30 trillion yuan by 2030.
Anxin Securities believes that from the national top-level design to the policies issued by local provinces and cities, energy storage has become an important means to solve the energy reform. 2022 is the year of large orders for energy storage, and the enterprises that take the lead in obtaining orders are expected to occupy the first mover advantage. Enterprises with the ability to obtain orders and expand their scale are able to meet the further expansion of the market.
smart funds rush to raise multiple concept stocks
According to the statistics of securities times and databao, there are more than 100 concept stocks in the energy storage sector, with a total market value of 5.56 trillion yuan. since this year, the share prices of Shanghai Tianyong Engineering Co.Ltd(603895) , Guangdong Shenling Environmental Systems Co.Ltd(301018) , Dynavolt Renewable Energy Technology (Henan) Co.Ltd(002684) , Shenzhen Dynanonic Co.Ltd(300769) , Guochuang Software Co.Ltd(300520) , Shandong Jiangquan Industry Co.Ltd(600212) , Gansu Shangfeng Cement Co.Ltd(000672) 7 shares have increased by more than 10%. The increase of Shanghai Tianyong Engineering Co.Ltd(603895) was the first. Since this year, the stock price has risen by 44.89%. Puya energy, which the company participated in, is a leading manufacturer of high-end energy storage batteries and equipment in China. Its main business scope is the R & D and production of lithium-ion batteries and battery packs, battery management system, battery energy storage system and related equipment.
combined with the market performance in 2021, energy storage concept stocks have experienced a deep correction since the end of November 2021, and the correction range of energy storage concept index is nearly 30%.
at present, more than 80 energy storage concept stocks have issued 2021 performance forecast or express. According to the forecast data, the earnings of 2027 shares are close to the median, accounting for 57%. The median net profit attributable to the parent company in 2021 of Contemporary Amperex Technology Co.Limited(300750) , Tbea Co.Ltd(600089) , China Three Gorges Renewables (Group) Co.Ltd(600905) , Ganfeng Lithium Co.Ltd(002460) exceeded 5 billion yuan. In terms of performance growth, there are 28 companies whose net profit attributable to the parent company increased by more than 100% year-on-year in 2020. The growth rate of Shenzhen Dynanonic Co.Ltd(300769) is the first. The company’s performance has turned around, and the predicted net profit is about 760 million yuan ~ 830 million yuan. During the reporting period, the company’s new production capacity was released, and the production and sales volume increased significantly compared with 2020; The rise in the price of upstream raw materials and the tight supply and demand in the lithium iron phosphate market have driven the rise in the price of the company’s products.
From the current performance of energy storage stocks, the latest share price retreated by more than 30% from the high since November last year. Among these stocks, the price earnings ratio of many stocks is less than 20 times.
In terms of capital, since the beginning of this year, the cumulative net purchase amount of more than 30 shares of northward capital has recorded a positive value, and the average withdrawal range of the share price of these shares has reached 24%. The cumulative net purchases of northbound funds of Nari Technology Co.Ltd(600406) , Sungrow Power Supply Co.Ltd(300274) , Shenzhen Inovance Technology Co.Ltd(300124) all exceeded 2 billion yuan. Nari Technology Co.Ltd(600406) this year, the company has obtained a net purchase of 4.3 billion yuan from going north. The company has carried out technical research and product development in the aspects of energy storage converter, energy management system and monitoring system of large-capacity electrochemical energy storage power station. Relevant technologies and products have been applied in many key energy storage projects. The net purchase amount of northbound capital of Shenzhen Dynanonic Co.Ltd(300769) , Byd Company Limited(002594) , Gotion High-Tech Co.Ltd(002074) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Trina Solar Co.Ltd(688599) , China Three Gorges Renewables (Group) Co.Ltd(600905) and other shares ranks first.
The performance of 3 shares in the first quarter of this year is expected to be
Affected by the external situation, today’s market index maintained a weak shock throughout the day, gold, oil and gas and other risk averse sectors strengthened, lithium stocks strengthened in intraday shock, Eastern digital Western computing concept stocks differentiated, and game and pharmaceutical stocks led the decline today. The turnover of Shanghai and Shenzhen stock markets today was 979.1 billion, a small amount compared with the previous trading day.
Sichuan Yahua Industrial Group Co.Ltd(002497) today’s opening limit, the latest share price was 32.49 yuan / share, with a total market value of 37.447 billion yuan. The strong performance of the stock price is mainly related to the first quarter performance forecast released by the company last night, Sichuan Yahua Industrial Group Co.Ltd(002497) which predicted that the net profit attributable to the parent company in the first quarter of this year was 900 million yuan ~ 1.2 billion yuan, with a year-on-year increase of 1053.67% ~ 1438.22%.
At the same time, Sichuan Yahua Industrial Group Co.Ltd(002497) also released the performance express in 2021. The net profit attributable to the parent company in 2021 was 925 million yuan, a year-on-year increase of 185.5%. In this way, Sichuan Yahua Industrial Group Co.Ltd(002497) the net profit in the first quarter of this year is expected to catch up with and surpass that of the whole year of 2021.
up to now, in addition to new shares in a shares, three listed companies have issued performance forecasts for the first quarter of this year, all of which are expected to be happy.
