Key investment points
Digital new energy = digital industry new energy + digital new energy industry
(1) According to the macro research report of Zhejiang merchants, "new energy +" refers to the industrialization of new energy. "New energy +" has both advantages of time, place and people, and the time has come to accelerate it in an all-round way.
(2) Digital new energy is an important part of "new energy +". Digital new energy = digital industry new energy + digital new energy industry. Under the general trend of "new energy +", the era of digital new energy has come.
New energy of digital industry: cloud intelligence, number of things and other industries actively embrace new energy
(1) Cloud computing data center. A. high power consumption: according to the data of industrial information network, it is estimated that the annual power consumption of China's data center will account for 2.7% of the power consumption of the whole society in 2020 and 4.1% in 2025. B. IDC predicts that the continuous use of cloud computing can help reduce global carbon dioxide emissions by more than 1 billion tons from 2021 to 2024. C. "data center + new energy" The successful practice of is widely implemented, and the zero carbon data center can be expected.
(2) Intelligent networked automobile: new three modernizations of automobile Driven by (electrification, intelligence and Networking), the intelligent networked automobile industry has entered a new business cycle. A. intelligent networked automobile: according to the data of iResearch and foresight, the industrial scale will reach 255.6 billion yuan in 2020, with a year-on-year increase of 54.3%, and it is expected to reach 585.9 billion yuan in 2026. B. new energy vehicles: according to the data of China Automobile Association, China Shanxi Guoxin Energy Corporation Limited(600617) The production and sales of automobiles were 1366000 and 1367000 respectively, with a year-on-year increase of 7.5% and 10.9% respectively.
Digitization of new energy industry: the proportion of scenery has increased, and the demand for digitization has increased
(1) Digitization of new energy industry: by introducing 5g, AI, big data, IOT and other technologies, realize the interconnection, digitization and intelligence of the whole link, and maximize power production efficiency, operation and maintenance efficiency and energy efficiency.
(2) Multiple drive resonance. A. policy: since 2021, a number of new energy documents have been released. B. supply and demand side: an energy system dominated by new energy has been gradually established. China proposes that China's total installed capacity of wind power and Cecep Solar Energy Co.Ltd(000591) power generation will reach 1.2 billion kw by 2030.
(3) The development of new energy has the characteristics of diversification and strong uncertainty, giving birth to the demand for digitization. According to the Sullivan report, the market scale of China's Shanxi Guoxin Energy Corporation Limited(600617) software and data service industry was about RMB 2.688 billion in 2019, is expected to reach about RMB 4.474 billion in 2024, and the CAGR from 2019 to 2024 was 10.70%.
Investment advice
As an important part of "new energy +", digital new energy may enter a comprehensive acceleration stage. Relevant beneficiary targets include the new energy of digital industry: Unisplendour Corporation Limited(000938) , Inspur Electronic Information Industry Co.Ltd(000977) , Shanghai Baosight Software Co.Ltd(600845) , Huizhou Desay Sv Automotive Co.Ltd(002920) , Thunder Software Technology Co.Ltd(300496) ; Digitization of new energy industry: Longshine Technology Group Co.Ltd(300682) , State Grid Information&Communication Co.Ltd(600131) , Beijing Forever Technology Co.Ltd(300365) , Ygsoft Inc(002063) , etc.
Risk statement
The implementation of policies is less than expected, and the international game is more than expected
