[central economic work conference: new renewable energy and raw material energy are not included in the total energy consumption control] the central economic work conference was held in Beijing from December 8 to 10. The meeting called for increasing the consumption capacity of new energy and promoting the optimal combination of coal and new energy. We should pay close attention to tackling key problems of green and low-carbon technology. New renewable energy and raw material energy consumption will not be included in the total energy consumption control.
[national development and Reform Commission: encourage the use of wind energy, Cecep Solar Energy Co.Ltd(000591) and other renewable energy to power the data center] on December 8, the national development and Reform Commission and other departments issued the notice on printing and distributing the implementation plan for implementing the requirements of carbon peak carbon neutralization goal and promoting the green and high-quality development of new infrastructure such as data center and 5g. It is proposed to encourage the use of wind energy, Cecep Solar Energy Co.Ltd(000591) and other renewable energy, and increase the proportion of renewable energy in the power supply of the data center through self built special lines or bilateral transactions.
[the Ministry of industry and information technology issued the catalogue of the 49th batch of new energy models exempt from purchase tax] on December 8, the Ministry of industry and information technology issued the catalogue of recommended models for the promotion and application of new energy vehicles, Byd Company Limited(002594) Tang, Xiaopeng P5, Great Wall Euler black cat, Wuling Hongguang mini, etc.
[lithium carbonate price continues to rise] [cobalt] according to the data of Shanghai Nonferrous Metals network, on December 10, the mainstream quotation of electrolytic cobalt in China was 459-474000 yuan / ton, with the average price rising by 21000 yuan / ton compared with last week. Co3O4 was reported at 353-36000 yuan / ton, with an average price of 8000 yuan / ton higher than last week. Cobalt sulfate reported 93000-96000 yuan / ton, with an average price of 10000 yuan / ton higher than last week. Recently, affected by the price of overseas electrolytic cobalt, the price of electrolytic cobalt in China has increased, superimposed with the increase of downstream magnetic material export orders, the price of electrolytic cobalt in China and overseas has narrowed, and the production of electrolytic cobalt has recovered. On December 10, the quotation of MB standard grade cobalt was 32.7 (+ 0.4) – 33.75 (+ 0) USD / pound, and the quotation of alloy grade cobalt was 32.7 (+ 0.4) – 3375 (+ 0.5) USD / pound. [lithium] according to the data of Shanghai Nonferrous Metals network, on December 10, the price of metal lithium was 1.13-1.18 million yuan / ton, with an average price of 20000 yuan / ton higher than last week. The mainstream price of electric carbon was reported at 216-223000 yuan / ton, with the average price rising by 9500 yuan / ton compared with last week. The quotation of battery grade lithium hydroxide (coarse particle) is 187000-195000 yuan / ton, and the average price is the same as that of last week. In terms of electric carbon, the recent purchase volume has increased slightly due to the increasingly serious mood of goods preparation at the end of the year. The output of downstream lithium iron phosphate and ternary materials has increased significantly, the stock volume of raw materials continues to increase, and the price is expected to continue to rise. [ternary materials] According to the data of Shanghai Nonferrous Metals network, on December 10, the mainstream price of ternary material (type 523) was 222000-231000 yuan / ton, and the average price increased by 1500 yuan / ton compared with last week. The quotation of ternary precursor (type 523) was 124000-127000 yuan / ton, and the average price was the same as last week. It is suggested to pay active attention to: Contemporary Amperex Technology Co.Limited(300750) , Yunnan Energy New Material Co.Ltd(002812) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Beijing Easpring Material Technology Co.Ltd(300073) , Tianqi Lithium Corporation(002466) , Ganfeng Lithium Co.Ltd(002460) , Jiangsu Cnano Technology Co.Ltd(688116) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) .
[the price game of silicon material intensifies, and it is expected to be clear in the middle and late days] according to pvlnfolink data, on December 8, the mainstream quotation of [silicon material] polysilicon dense material was 258 yuan / kg, and the average price decreased by 4.1% compared with last week. There are differences in the range and speed of silicon material price reduction in various links of the industry. Substantive negotiations will be held in the middle and late December, and the silicon material price is expected to decline significantly month on month in December. [silicon chip] the mainstream quotation of polysilicon chip is 1.950 yuan / PC, with the average price down 13.3% compared with last week. The mainstream quotation of single crystal silicon wafer 158.75mm is 5.100 yuan / PC, and the average price is 0.4% lower than that of last week. The mainstream quotation of 166mm monocrystalline silicon wafer was 5.000 yuan / PC, with the average price down 4.8% compared with last week. The mainstream quotation of 182mm monocrystalline silicon wafer was 5.850 yuan / PC, with the average price down 5.6% compared with last week. The thickness of the main circulating products of monocrystalline silicon wafer is basically switched to 165um. [cell] the mainstream quotation of polycrystalline cell is 0.761 yuan / W, and the average price is 2.8% lower than that of last week. The mainstream quotation of 166mm single crystal perc battery is 1.050 yuan / W, and the average price is 0.9% lower than that of last week. The mainstream quotation of 182mm single crystal perc battery is 1.100 yuan / W, and the average price is 1.8% lower than that of last week. In December, due to the insufficient orders of component manufacturers and the reduction of inventory due to the lower repair operation rate, the overall battery orders still maintained the downward trend in December. [components] the mainstream quotation of 365-375w / 440-450w single crystal perc components is 1.920 yuan / W, and the average price is 1.0% lower than last week. The mainstream quotation of 182mm single crystal perc components was 1.950 yuan / W, with the average price down 1.5% from last week. The mainstream quotation of 210mm single crystal perc components was 1.950 yuan / W, with the average price down 1.5% compared with last week. Looking forward to the follow-up of December, the demand for components is still relatively low. Many component manufacturers have revised their original expectations for the output in December. In order to compete for orders and shipments under the low demand, the price competition has quietly begun, which will also have a joint impact on the decline of component prices in the first quarter, which is afraid to increase. [photovoltaic glass] the mainstream of 3.2mm coating was reported as 26.0 yuan / m2, and the average price was flat compared with last week. 2. The mainstream quotation of OMM coating is 20 yuan / 12, and the average price is the same as last week. Key recommendations: Kbc Corporation Ltd(688598) , Hangzhou First Applied Material Co.Ltd(603806) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Shanghai Aiko Solar Energy Co.Ltd(600732) , Longi Green Energy Technology Co.Ltd(601012) , Xinjiang Daqo New Energy Co.Ltd(688303) , Tongwei Co.Ltd(600438) . It is suggested to pay active attention to: Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Wuxi Shangji Automation Co.Ltd(603185) , Suzhou Maxwell Technologies Co.Ltd(300751) , Flat Glass Group Co.Ltd(601865) .
Risk warning: the policy is not as expected; The recovery of China’s photovoltaic demand is less than expected; The sales of new energy vehicles recovered less than expected; The impact of overseas epidemic continues.
