This week (February 21 – February 25), the energy storage concept sector of China stock market news rose 2.57% as a whole. Of the 10 energy storage enterprises that the reporter of Huaxia times focused on monitoring, except Camel Group Co.Ltd(601311) , Tianneng Battery Group Co.Ltd(688819) and Tianneng Battery Group Co.Ltd(688819) both fell, the rest closed up.
This week, the total trading volume of China stock market news energy storage concept sector was 177 million, with a total turnover of 351735 billion yuan and a turnover rate of 10.31%.
Contemporary Amperex Technology Co.Limited(300750) code increase and power change business
On February 23, Contemporary Amperex Technology Co.Limited(300750) announced that it would jointly Sany Heavy Industry Co.Ltd(600031) promote the implementation of Fujian Province Power Exchange heavy truck application demonstration project. At the same time, Contemporary Amperex Technology Co.Limited(300750) also announced that it would jointly invest in the construction of Fujian high-speed power exchange network with Fujian Expressway Group.
According to Contemporary Amperex Technology Co.Limited(300750) said that the electric trunk truck and muck truck put in Funing trunk line with Sany Heavy Industry Co.Ltd(600031) this time adopt Contemporary Amperex Technology Co.Limited(300750) self-produced high-capacity lithium iron phosphate battery, which can realize rapid charging and replacement within 3-5 minutes.
In fact, Contemporary Amperex Technology Co.Limited(300750) has been laid out in the field of power exchange for a long time. In 2019, Contemporary Amperex Technology Co.Limited(300750) launched the electric vehicle charging and changing brand “xiaoha changing electricity” with harrow bicycles, ant Jinfu, etc. In 2020, Contemporary Amperex Technology Co.Limited(300750) and Weilai automobile jointly established Weilai battery assets company. In 2021, Contemporary Amperex Technology Co.Limited(300750) began to accelerate the layout in the field of changing points. First, evogo power exchange brand was launched, and then cooperation was reached with BAIC Foton, Dongfeng and other commercial vehicle head enterprises. At present, its market share in the field of commercial vehicle replacement has reached 85%.
According to the news, Luoyang Lanbao Fluorine Industry Co., Ltd., a subsidiary of Do-Fluoride New Materials Co.Ltd(002407) holding, was administratively fined 100000 yuan for illegal dumping of industrial waste.
In terms of the trend of individual stocks, the trend of Qinghai Salt Lake Industry Co.Ltd(000792) , Ganfeng Lithium Co.Ltd(002460) , Gotion High-Tech Co.Ltd(002074) stocks is similar, maintaining the rise from Monday to Wednesday, killing the fall on Thursday and rebounding on Friday, Camel Group Co.Ltd(601311) , Tianneng Battery Group Co.Ltd(688819) , Dongfang Electric Corporation Limited(600875) stocks are similar, and this week is dominated by shock adjustment.
According to the capital flow of China stock market news energy storage concept sector after one week’s trading, this week’s net inflow of super large single energy storage concept sector was 1.24 billion yuan and that of small single energy storage concept sector was 4.9 billion yuan; The net outflow of large orders was 4.8 billion yuan and that of medium orders was 1.34 billion yuan.
“14th five year plan” new energy storage scheme implemented
Recently, the national development and Reform Commission and the National Energy Administration jointly issued the implementation plan for the development of new energy storage in the 14th five year plan. The plan proposes that 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. By 2030, the new energy storage will be fully market-oriented.
The plan puts forward requirements for the development of new energy storage in China during the 14th Five Year Plan period from seven aspects, including technological innovation, industrialization, scale, marketization, international cooperation and so on.
Yingda Securities believes that with the introduction of the 14th five year plan, the wind of new energy storage is hanging. The plan attaches great importance to promoting the technological development and large-scale application of new energy storage industry, emphasizes clarifying the transmission mechanism of energy storage price, and accelerating the large-scale development of energy storage on the power side, power grid side and user side, It is expected that with the cost reduction driven by technological progress and the continuous improvement of price mechanism and cost mechanism, the types of new energy storage will be enriched, and the energy storage industry will usher in rapid development.
According to the analysis of Huachuang securities, the implementation of the new energy storage scheme in the 14th Five Year Plan period is conducive to the layout of the energy storage industry. It is expected that the average annual compound growth rate of global energy storage installed capacity during the 14th Five Year Plan period will increase by more than 40% – 50%. It is expected that the global energy storage market space will reach 500700 billion yuan by 2025.
